WordPress Revealed-ebook - DFW WordPress Group

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8 Δεκ 2013 (πριν από 3 χρόνια και 7 μήνες)

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WordPress Revealed
Learn WordPress Basics
Tony Cecala, Ph.D.
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VENUE DETAILS
WiFi Network:
DFW WordPress Meetup
Password:
richardsonwordpressmeetup
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Preface
6
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Who is this Book For?
6
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Who is this Book NOT for?
6
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Jargon: The Language of Geeks
7
Part 1: Build
Lesson 1
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Installing WordPress
9
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The Famous 5-Minute Install
9
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One-Click Installs
9
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Installing WordPress “By-Hand”
9
Lesson 2
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Configuring WordPress
10
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General Settings
10
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Writing Settings
11
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Reading Settings
12
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Discussion Settings
13
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Media Settings
16
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Privacy Settings
20
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Permalinks
21
Part 2: Edit
Lesson 3
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Classify with Categories & Tags
24
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Categories
24
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Tags
24
Lesson 4
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Creating Pages & Posts
25
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Pages and Posts
25
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Pages
25
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Posts
25
Lesson 5
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The Page & Post Editor
26
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Editor Screen Options
26
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Publishing Options
26
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Post Toolbar Icons
27
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Deleting a Post
28
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Restoring a Post
28
Lesson 6
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Make Magnificent Menus
29
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“Menu, Menu, on the Wall”
31
Part 3: Customize
Lesson 7
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Taming Theme Options
33
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Choosing Sidebar Options
39
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Customize the Header Image
40
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Customize the Background Image
41
Lesson 8
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Working with Widgets
42
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Sidebars that aren’t “Sidebars”
42
Lesson 9
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Understanding CSS Stylesheets
44
Part 4: Optimize
Lesson 10
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SEO and Content
46
Lesson 11
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Site Speed
47
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Page Optimization
47
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Site Optimization
47
Part 5: Extend
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WordPress Plugins
48
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Create a Stylish Table of Contents
49
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Import Images from Remote Websites
50
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Create Thumbnail Images from Embedded Videos
51
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Limit the Size of Uploaded Images
52
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Part 6: Review / Summary
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Site Evaluations
53
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Q&A
53
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What Can You Do with WordPress?
53
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Resources
53
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About Tony
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Preface
In running a vibrant WordPress Meetup group I have been privy to
both newbie and expert viewpoints on WordPress. My goal in writing
this book is to share the most important concepts for developing
websites with WordPress. As a graphic designer for many years I also
have the background of using print as a primary medium of
experession and making the transition to web and its challenges are
familiar to me.
Who is this Book For?
You want to build a web site and don’t want to learn a programming
language or even HTML. You need to learn how to manage your
company web site that is built with WordPress. You’d like to learn how
to build websites for other people.
Who is this Book NOT for?
You already know how to program in PHP and you are an expert
with WordPress. You write plugins and love to talk about how the
WordPress Loop could be optimized. This book isn’t for you, this is a
basic introduction to how WordPress works. It covers the basics of
installation and configuration and gives best practices for maintaining
a WordPress website.
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Jargon: The Language of Geeks
Internet Jargon
Domain registration
Web hosting
Web server
Apache/nginx / IIS
DNS
FTP server
File directory
root folder / public folder
directory path
File Permissions/CHMOD
“.zip” file
htaccess file
HTML / CSS / PHP / JS
mySQL database
WordPress Jargon
Repository
config.php
Permalinks
Themes
T e m p l a t e fi l e s
C h i l d T h e m e s
P l u g i n s
W i d g e t s
A d m i n
U s e r s / R o l e s
P a g e s / P o s t s
C a t e g o r i e s / T a g s / T a x o n o m i e s
R e v i s i o n s
C o m m e n t s
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Part 1: Build
Building a WordPress site can be fun. Installation can be quick and
easy, and configuring things can be a joyful breeze. Sure, you might be
thinking I’ve had a bit too much to drink while I write this. But for
WordPress veterans, setting up a site can be almost boring.
WordPress is an easy-to-use, fun, intuitive system. But first you have to
learn how it works, and after putting in countless hours getting
around, leanring the “WordPress way”, developers truly have an easy
time with WordPress.
Learning the ins-and-outs, how it works, it the goal of this seminar.
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Lesson 1
Installing WordPress
The Famous 5-Minute Install
Anyone who has read that WordPress takes only 5-minutes to install can
attest that it is most certainly a lie. I can install WordPress in less than 5-
minutes and many developers can probably install it in less than a
minute. But, if you are installing WordPress for the first time, you will
certainly spend a more time than that.
One-Click Installs
Many web hosts have software such as “Fantastico” or “Simple Scripts”
that prepares and installs WordPress directly onto your web server. With
little more than a few clicks and a few forms to fill out you will have a
standard WordPress installation that is just as sound as one installed
“the old-fashioned way” by uploading files via FTP and configuring
databases with cPanel. These “One-Click” installs are supported by
Hostgator, GoDaddy, and others.
Installing WordPress “By-Hand”
Knowing how to install WordPress “by hand” has advantages if you
plan to be a web designer or web developer for other people. Sometime,
you may be asked to create a WordPress site on someone’s existing host,
and they may not have a One-Click installer.
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Lesson 2
Configuring WordPress
General Settings
It may seem simple-minded to review the General settings of the
WordPress site. What could be he big deal? What could go wrong.
Plenty. Believe me, I’ve seen it.
Site Title
This text is accessed by every page as text for the page title and other
tags.
Tagline
This text is overlooked by many WordPress site owners. Google: “Just
Another WordPress Blog” and you’ll see what I mean.
WordPress address (URL)
This is where you’ve installed WordPress. It may be in a directory: for
instance, many people put it in the /blog/ directory if WordPress is part
of a larger, existing, site.
Site address (URL)
This is the site homepage. It may be the same, or different from where
you’ve installed WordPress.
E-mail address
This is where WordPress will send you notifications.
Membership
Uncheck this to close your site to registrations.
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Writing Settings
Size of the post box
The post box has a default size of 20 lines. That might be just enough if
you writ on a laptop, but if you have a bigger screen, you just might
want to make that field a bit larger.
Default Post Category
If you Post often in a single category, you can pick that category and it
will be checked as the default in your Post page.
Default Link Category
If you Link often in a single category, you can pick that category and it
will be checked as the default in your Links page.
Press This
One of the most powerful, but overlooked tools is the “Press This”
bookmarklet.
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Reading Settings
Front page displays
Your “front page” is often called the Home page. It can display your
most recent blog posts, or it can default to a single static Page
Blog pages show at most
Syndication feeds show the most recent
For each article in a feed, show
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Discussion Settings
The best feature of that sets blogs apart from simple websites is the
opportunity to engage in a public dialog with your readers. The
Discussion Settings of your WordPress blog allow to refine which
readers can post comments, and how conservative or liberal your
moderation settings will be.
Default Article Settings
The default settings are configured on this page, but many of these can
be set individually for each Page or Post.
Other Comment Settings
You want to encourage conversation, but spammers and trolls can ruin
it for you. These settings help you to minimize access to your blog by
forcing commenters to fill in a name and email, or require registration
your blog before they can post a comment. The ability to “automatically
close comments” helps prevent spammers from commenting on older
Posts that you may not be monitoring closely.
E-mail Notifications
Have your blog email you whenever it receives a comment, or whenever
a comment is “held for moderation”.
Before a comment appears
These rules help you automate comment approval by approving
comments automatically if the author has previously been approved.
Comment Moderation
WordPress has a “comment moderation queue” this is simply a list of
comments that you have yet to approve. You can set the maximum
number of links in a comment can have before being added to the
queue, and you can create a “blacklist” of terms that, if in the
comment, will automatically flag it for your review.
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Media Settings
When setting up your site, a few simple settings done right can make
your life easier in the future. Prepare your Media Settings correctly and
you will save yourself a lot of time.
Images Sizes
Thumbnail size
. A “thumbnail” is a small preview image that
represents a larger image. A thumbnail can be simply smaller, or it can
be both smaller and cropped (showing only a section of the original
image).
The size of your thumbnails really depends on your theme design.
Typically a thumbnail can range in size from 50 to 150 pixels. A
thumbnail is usually square-shaped, but it may be rectangular.
Medium and Large size.
These are standard sizes that a WordPress
theme creates to be used in blog posts and other places on the site.
Embeds
In the old days of the internet, to show a video you had to copy and
paste paragraphs of code that would call another website and ask for
the media to be shown. Today, WordPress uses a special function called
oEmbed to automagically create the embedding code when you simply
provide a link to a piece of media.
Auto-embeds
Allow WordPress to look for media links and to transform them into a
display of the actual photo (Flickr) or video (YouTube).
Maximum embed size
Typically you would set this to the width of your blog content area and
loeave the height field blank.
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Privacy Settings
Considering how big an issue privacy can be, WordPress has
somewhat simple privacy settings.
Site visibility:
Visible to everyone or block search engines, but allow
“normal” visitors. Normal? Huh? I guess we’re talking about humans
here.
This setting does several things “under the hood”. When set to Private
mode, it simply creates a no-index?? and writes, if it can, a robots.txt
file??
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Permalinks
Of all the settings in WordPress, this can be the most challenging to
get right and it is the most important.
When a search engine looks at the URL of a post it can either see
codelike gibberish:

www.sample.com/?p=188
or something meaningful:

www.sample.com/188/how-to-write-a-blog-post
Permalinks also help human readers make sense of your post.
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Part 2: Edit
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Lesson 3
Classify with
Categories & Tags
An often overlooked aspect to building a WordPress website is the
structure and organization. In a rush to start writing and posting it’s
easy to forget the forest for the trees.
Categories
Choosing the categories for your site is important for blogs, and news
sites. Less so for static sites. Categories differ from tags in that they can
be hierarchical, in other words, you can have an outline structure in
which Categories contain Sub-Categories (and Sub-Sub-Categories)
this type of organization makes sense on news sites and eCommerce
sites as well.
Tags
Tags don’t have a hierarchy, they are a simple flat list of are more fun
than categories. They like to party. JK. Actually, tags are more
easygoing. You can type in tags directly in the Write panel as you
write a Post. You can also add tags in bulk from the Posts page.
Adding Categories to a Post
Adding a Tag to a Post

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Lesson 4
Creating Pages & Posts
Pages and Posts
Most of the time spent on a blog is in the write panel. Writing is the
core activity for most bloggers. Learning to use this panel to it’s fullest
advantage is a skill that will make blogging more enjoyable and more
profitable for you.
Pages and Posts seem very similar. Learn their subtle differences and
you are well on your way to becoming a WordPress expert.
Pages and Posts both are Authored by a single WordPress user. Both
can be marked Draft or Private or Published. Both have Comments
on them. Posts can be scheduled to be published some time in the
future, but Pages cannot be scheduled.
Pages
Pages are not sequentially ordered in the same way as Posts. Pages do
not fall into categories. Pages do not have tags. Pages are not listed in
the RSS feeds.
Posts
Posts can be thought of as sequentially organized Pages. This would
be a start towards understanding them, but there is a lot more to
Posts. Posts can be categorized and tagged to form groups of similar
topics. You will often see “Related Posts” displayed in a Sidebar using
a Plugin or Widget.
Pages and Posts: What’s the Difference?
Deleting and Restoring Posts is Easy
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Lesson 5
The Page & Post Editor
Editing Pages and Posts seems simple, until you try to align an image
and it won’t move, or your Post has all kinds of weird formatting that
you didn’t put in.
Getting a nice clean Post can be a challenge if you don’t know
HTML—the formatting language behind the web. Often, when a
Post is copy/pasted into the Post editor there are hidden codes that
make it look sloppy, things happen that we don’t understand, and we
begin to look for gremlins hiding behind the keyboard.
Editor Screen Options
The options that you see on the Editor screen are under your control.
Publishing Options
Saving happens automatically in WordPress, but you have to click the
Publish button to actually make the Post “Live” and visible on your
site.
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Post Toolbar Icons
Icons in HTML Mode
Bold, italic, link, b-quote (blockquote), work as expected.
The "del" and "ins" buttons are for making corrections to posts. Select
the text you want to change and click "del" and it will be rendered in
strikethrough. Enter your new text, select it and click "ins" and the
new text will be styled by the browser or stylesheet. WordPress will
add a timestamp to show when the insertion was made (which you
can remove if you like).
The "img" button does not show the WordPress media panel - it pops
up a form so you can fill in an image URL.
The "ul" and "ol" buttons create unorderd and ordered lists,
respectively, while "li" creates a list item within those lists.
The "code" button is for adding computer code samples to posts - it
wraps text in the HTML "code" tag which is styled specially by the
browser or stylesheet. “more”: adds a page break to your post.
"lookup" provides a quick way to look up a word in an online
dictionary, while "close tags" does its best to close any unopened
HTML tags.
Visual Editor Icons
Make text
bold
Make text
italic
Strikethrough text
Create an unordered list
Create an ordered list
Convert to blockquote
Align text left
Center text
Align text right
Convert text into a
hyperlink
Remove hyperlink
Creates a "More" break*
View the editor in fullscreen mode
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Deleting a Post
Restoring a Post
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Lesson 6
Make Magnificent Menus
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“Menu, Menu, on the Wall”
More often than not WordPress site owners make a mess of the menu
system. Why is that? Well, a menu system needs to be planned, thought
out.
In this Lesson we will cover the basic principles of Menu design and
show how it is done in WordPress.
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Part 3: Customize
All WordPress sites look exactly the same after installation. They use the
latest default theme (TwentyEleven) for WordPress 3.x and they are
configured with default settings for the sidebars, colors, and styles.
Making your WordPress site look like a unique creation can take very
little time and effort. But as with everything in life, the more effort and
creativity you put into your design, the better your results will be.
In this section, we will cover the main ways to customize a WordPress
site. Starting with Theme Options, moving on to working with Sidebars
and Widgets, and on to the most powerful styling tool available to web
developers, the Stylesheets.
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Lesson 7
Taming Theme Options
Most WordPress themes have their own Option pages and these
generally include a few options that help you customize the header, and
the background image. Newer themes now have options for Font
selection, Home page layouts, and even embedded sliders, video and
more.
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Choosing Sidebar Options
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Customize the Header Image
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Customize the Background Image
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Lesson 8
Working with Widgets
Arranging and configuring Widgets in sidebars is probably the main
customization task of site owners. Widgets show off the power and
flexibility of WordPress. Widgets can pull
information
and content from
within the site as well as from other sites anywhere on the internet.
Widgets that pull content from within the site are often lists of Pages,
Categories, or Posts that are either “recent” or “popular”. Widgets
showing content from outside the sites are often RSS feeds or Twitter
feeds from related sites.
Working with WordPress Widgets is fun and easy thanks to the simple
drag-and-drop UI that has been with WordPress since version 2.x. ??
Sidebars that aren’t “Sidebars”
When sidebars were first envisioned for WordPress they were always on
the left or right side of the main content area—hence the name
sidebars. Now that theme design has evolved, we find sidebars on the
bottom, the top, and even between and betwixt the content on a site.
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The Trouble with Widgets?

Widget Troubles, Solved
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Lesson 9
Understanding CSS Stylesheets
In today’s modern browsers, the magic of your site’s look and feel is a
direct result of CSS (Cascading Style Sheets). Let’s take a closer look at
CSS and how it works.
Make CSS Independent from Your Theme
The myCSS plugin makes it easy to add snippets of CSS that will work
even after you switch themes.
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Part 4: Optimize
You have a nice looking site, but does anyone know about it?
When they crowd comes, will your server crash?
These are the topics of this section of the seminar.
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Lesson 10
SEO and Content
Content Marketing
Guest Lecture by Dan Sturdivant
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Lesson 11
Site Speed
Page Optimization
By now you’ve probably heard that Google considers faster pages to be
a quality score item when ranking SERPs (search engine results pages).
So how do you make your pages load fast? I’m glad you asked...
Making your pages load fast requires more than just installing a caching
plugin and hoping for the best.
Site Optimization
Your hosting options:

WordPress.com

shared hosting

virtual private servers (VPS)

dedicated hosting

co-location
Each of these has advantages and disadvantages.
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Part 5: Extend
WordPress Plugins
WordPress is pretty awesome on it’s own. Add in the power of plugins
and you have a publishing platform that can be molded to many
different tasks. Let’s take a look at some of the plugins that will make
your life easier as a WordPress site owner.
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Create a Stylish Table of Contents
The blog format works well, for umm, Blogs. But what if you would like
to write a book or a series of articles that readers could access under
their categories?
The AZIndex plugin solves this problem for you. It will create nicely-
formatted index pages based on your specifications. You can create
indexes that look like a Table of Contents, or like an Index. You can
sort on subheadings like Categories and display just titles, or titles and
descriptions. It’s quite nice.
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Import Images from Remote Websites
Sometimes you need an image from another web site. You know the
drill: right-click the image, download it, find it, and upload it to your
site. What a pain! With Remote images grabber, you simply copy and
paste the URL of a page of images or a single image, and let the plugin
do the hard work of grabbing the images and saving them to your
Media Library.
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Create Thumbnail Images from Embedded
Videos
You have a lovely YouTube page and you’ve embedded some of your
videos on your site. But wouldn’t it be nice if those posts had a Featured
Image thumbnail just like your other Posts? Now you can have that
without resorting to screen captures or other gymnastics.
Video Thumbnails will scan all your Posts and Pages for embedded
videos from YouTube (and Vimeo)?? and will grab the thumbnail from
the hosting site and place it into your Media Library for you. Nice, eh?
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Limit the Size of Uploaded Images
Imsanity automatically resizes insanely huge image uploads
The resolution of modern cameras is larger than necessary for typical
web display. In fact the average computer screen is not big enough to
display a 3 megapixel camera-phone image at full resolution. WordPress
does a good job of creating scaled-down copies which can be used,
however the original images are permanently stored and the average
contributor may not understand how to use the scaled images in their
posts. These images take up disk quota and, if used on a page, will use
bandwidth and slow load times.
Imsanity automaticaly reduces the size of images that are larger than
the specified maximum and replaces the original with one of a more
"sane" size. Site contributors don't need to concern themselves with
manually scaling images and can upload them directly from their
camera or phone.
This plugin is designed for sites where high-resolution images are not
necessary and/or the site contributors do not want (or understand how)
to deal with scaling their images. This plugin should not be used on sites
for which original, high-resolution images must be stored.
Beware - This is a destructive plugin! Be sure to keep back-ups of your
full-sized images.
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Part 6: Review / Summary
Site Evaluations
Q&A
What Can You Do with
WordPress?
Resources
Finding resources for WordPress is not a problem. There are hundreds
of blogs devoted to WordPress. Finding good sources that a appropriate
for your level of experience and your goals is a tougher call.
The following resources are for beginning web developers who have a
solid, basic understanding of WordPress as outlined in this book.
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About Tony
Tony Cecala, Ph.D.
Tony is a business strategist specializing in technology solutions.
While at Yale University, Tony earned two masters and a doctorate in
Psychology. Tony also developed accounting software for Yale’s
Psychology department and became Yale’s first online software
librarian. After graduation, he took a position at Texas Instruments in
the “user-systems engineering” group. He designed both software and
hardware systems for TI and presented research to upper management
on trends in IT.
He currently develops business web sites, online newsrooms, and
training sites using WordPress. His WordPress training seminars are in
high demand.
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