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    Tips and best practices for HTML and CSSdevelopment

    Release Date: June 2010

    Author: Fabien Doiron, Creative Technologist

    Why front-enddevelopment is

    crucial for a

    successful CMSbuild.

    021

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    Table of Contents

    Introduction........................................................................................................................................................................... 3

    Gather the requirements....................................................................................................................................................... 4

    Development......................................................................................................................................................................... 7

    Conclusion .......................................................................................................................................................................... 16

    About non~linear creationss .............................................................................................................................................. 17

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    IntroductionCoding effective templates for a content management system (CMS) driven website is often over looked and result in a poor

    CMS build. The content of this document is backed with many years of experiences with various CMS and is intended to

    share an insight on what can make the difference between success and failure. We want to share the expertise gained with

    these numerous successes to help avoid common issues that arise.

    HTML/CSS is the foundation of a website, and when done properly, allows content author to expand a site while maintaining

    the look and feel.

    HTML, which stands for HyperText Markup Language, is the predominant markup language for web pages. It provides a

    means to create structured documents by denoting structural semantics for text such as headings, paragraphs, lists, links,

    quotes and other items. - Wikipedia

    CSS (Cascading Style Sheets) is used to separate content from the visual. It builds the look and feel of a website taking itfrom flat design comps to functional pages. The best CMS developers will still run a high risk of failure without a proper HTML

    foundation. It is like the worlds best carpenter trying to build a house without a solid foundation.

    In the sections that follow, we will cover the two main phases of front-end development, along with somebest practices.

    1. Gather the requirementsa. This ensures the front-end developer (developer in charge of creating the HTML and CSS) is fully aware of

    the graphic designers vision as well as the CMS developers technical plan to help minimize the room for

    error.

    2. Developmenta.

    HTML developmentb. CSS development

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    Gather the requirementsA lot needs to be done during this phase to ensure the development matches the requirements. The front-end developer(developer in charge of creating the HTML and CSS) must be in close contact with both the graphic designer and CMS

    developer to understand their needs and ensure the HTML meets them.

    Knowledge transfer with graphic designer / developer

    During the knowledge transfer with the graphic designer, as a front-end developer you must understand the vision behind the

    design and the functionality of all components. A lot of times, crucial errors are made simply because there was a

    misunderstanding over the design. It is important to note that the final design will most likely not contain the same information

    when the site launches. Over the course of a project life, the content may get out dated, the site architecture may get

    tweaked, and for those reasons, the code needs to be as flexible as possible.

    Checklist of items to review with the graphic designer:

    1. What if the content grows? How is the content area and content blocks (navigation, sub navigation, header, footer,etc.) flexible?

    a. Unlike print design, website design needs to allow expansion and growth. Many factors can affect thecontent and the design needs to accommodate these. A user can increase the browser font, navigation

    could grow with time, and new content could be longer/shorter than the original content used.

    - See figure 1.1 and figure 1.2

    2. Are all the default HTML tags defined and consistent?Content area was designed at a fixed height. The screen on the right shows the

    content overlapping the section below instead of pushing the entire content down.

    This means the content for each section is restricted.

    Figure 1.1

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    Content area was designed to allow flexibility. In this example the font size was

    scaled up and the content block grew. This allows the content to change and thedesign to maintain the same look and feel intended.

    Figure 1.2

    Both designs are taken from CSS Zen Garden (http://www.csszengarden.com/)

    Checklist of items to review with the developer:

    1. Which areas are rich text?a. The importance of knowing which areas will be Rich Text based is to ensure default HTML is used. This

    reduces the margin for error when a content author is inserting content. More explanation to follow in the

    HTML development section.

    Browser support

    Once the design and the functionality are understood, the next step is to know which browser support is needed. This can

    affect the CSS portion because not all browsers support the same styles. Heres a list of the most common browsers and the

    statistics:

    2010 IE8 IE7 IE6 Firefox Chrome Safar i OperaMay 16.0% 9.1% 7.1% 46.9% 14.5% 3.5% 2.2%Apr i l 16.2% 9.3% 7.9% 46.4% 13.6% 3.7% 2.2%

    Stats taken from http://www.w3schools.com/browsers/browsers_stats.asp

    While all browsers mildly render sites differently, IE6 is generally where a front-end developer will run into the most problems.

    There are quite a few workarounds that will limit those headaches and these will be discussed later in the document.

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    Accessibility requirements

    Accessibility falls into 2 main categories: people based

    and technology based. On the people side, accessibility

    involves a wide range of disabilities, including visual,

    auditory, physical, speech, cognitive, language, learning,

    and neurological disabilities. On the technical side it

    involves the browser of choice, the Internet connection,

    the hardware, and many more.

    It can be frustrating to open a website, and not be able to

    find the information you are looking. This could be the

    result of a bad navigation, a bad design, poor choice of

    words Now for example purposes, imagine having to

    navigate that same site if you had a visual impairment.

    Taking a step back, the minimum requirements touse the web are:

    An internet connection A web browser

    However, when looking at the requirements for aspecific site, the list can grow significantly, youmay need:

    A high-speed internet connection A keyboard and/or mouse A minimum resolution (ex: 1024x768) A specific browser A specific plugin (Flash Player, PDF viewer ) JavaScript Great vision and/or lack of colour blindness And many more

    The World Wide Web Consortium (W3C) has a content

    accessibility guide to follow in order to make web content

    more accessible to people with disabilities.

    (http://www.w3.org/TR/WCAG20/) Although following

    these best practices will not guarantee full accessibility for

    all disabilities, it will ensure the following common pitfalls

    are addressed.

    Text alternatives for all non-text elements Distinguishable, proper use of

    o Colouro Contrasto Text size

    Keyboard accessible

    At the rate the web/technology is evolving, more people

    meet many technological accessibility requirements every

    day. However, there are still a significant percentage of

    users that do not meet the average requirements such as

    the latest browser version, the latest flash player For

    example, referring back to browser statistics table, Internet

    Explorer is the browser of choice for around 33% of

    viewers, with 8% being 2 versions behind. Reviewing

    statistics for each project individually will provide vital

    information on the targeted users, including browsers

    used, plugins installed, whether JavaScript is enabled.

    This information is vital in understanding the minimumtechnology accessibility required. Understanding the W3C

    accessibility guide is extremely helpful for statistics that

    cannot be measured such as blindness, vision

    impairment etc.

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    DevelopmentOnce all the requirements have been noted and signed off, the development phase begins. Please note the content andexamples to follow are not intended as the only solution but simply as a set of best practices that we have developed over the

    years. This section will be split into 2 phases: HTML development and CSS Development.

    HTML DevelopmentFirst note is HTML is based solely on markup. When coding the templates, a clean and ordered markup should be the priority

    The look and feel of the website should be controlled by CSS and only addressed at that phase.

    DOCTYPE importance

    By the HTML and XHTML standard, a DOCTYPE

    (document type declaration) informs the validator the

    version of (X)HTML used. This declaration must be present

    at the very top of every page. It is a key component of

    compliant web pages and your markup and CSS will not

    validate without it.

    DOCTYPES are also essential to the proper rendering of

    web pages in compliant browsers. Using an incomplete or

    outdated DOCTYPE, or none at all, will throw your

    browsers into Quirks mode, where the browser assumes

    youve written old-fashioned, invalid markup, and will try to

    handle an (X)HTML document like older browsers from the

    mid-to late '90s did.

    Weve recently made the transition into the HTML 5

    DOCTYPE listed below.

    Not only is it a lot simpler to remember than previous

    DOCTYPES, it also renders the site in all browsers in

    Standards mode eliminating a lot of the IE6 issues right off

    the bat.

    Two other main DOCTYPES were XHTML 1.0 Strict and

    XHTML 1.0 Transitional with Strict being the ultimate goal.

    XHTML 1.0 Strict:

    XHTML 1.0 Transitional:

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    Compare the two examples below and while both pages contain the same copy, notice how much easier it is to scan a page

    when the HTML is properly structured.

    Tagline

    Lorem ipsum dolor

    Tagline

    Lorem ipsum dolor

    Avoid unnecessary markup

    Some designs are fairly complex and use a lot of visuals to

    complement the content and will require more containers

    than a normal site, but this goes back to the previous

    point, where you build the HTML based on the content not

    the design.

    First, in order to avoid unnecessary markup, you need to

    understand the difference between block-level elements

    and inline elements.

    Block-level elements such as p, table, h1 h6, div are

    tags that generate a break line and are flexible for

    containers. They have 5 spacing properties: height, width,

    margin, border and padding.

    Inline elements, such as span, a are tags that do notgenerate a break line and are not as flexible to be used as

    containers.

    Note: Block-level elements are not allowed inside aninline element.

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    HTML best practices would suggest using code block

    three, avoiding any unnecessary markup. A general rule of

    thumb is: Only if there is more than one area inside a

    section should it be wrapped in a container. In the

    example above, there is a logo and navigation inside the

    header area, wrapping them inside a container is a way to

    group the sections.

    In the first example, a div was used to wrap both the logo

    and the navigation separately. Each of them is already a

    block-level element (p, ul) meaning the div tags are

    useless. All styles that would be applied to the div tag can

    be applied to p and ul tags.

    As for using too many div tags or any other markup,

    classes and ids should also be limited. With any HTML

    templates, even more so for CMS, all default tags should

    be used as much as possible. The use of classes and ids

    during the HTML development should be limited to

    containers. Keeping classes to a minimum while building

    the HTML adding them as necessary during the CSS

    development can limit common issues.

    This is extremely important for CMS builds because all

    sections that are rich text based, will allow content authors

    to use a WYSIWYG editor (What You See Is What You Get

    to update the content. If classes or ids are specified in the

    content area, then in order for the content authors to keep

    the look and feel intended, they will need to manually

    insert these classes increasing the risk of brand and layout

    guidelines not being followed. The simplest way around

    this is to use the default tags, which will guarantee

    consistency. If for any specific area, a default tags look

    and feel is different than the default for the rest of the site,

    inheritance should be use in the CSS.

    Take a look at the 3 code blocks below. All three can produce the same look, but not ice the amount ofmarkup in each.

    Company Name

    Franais

    Company Name

    Franais

    Company Name

    Franais

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    Looking at the 2 examples below, both have the same outcome.

    Opt ion 1 achieves the new style by adding a class on theelement new-color. This class would have to be

    manually added by the content author increasing the riskfor error.

    In Opt ion 2 , inheritance is used within CSS to specificallytarget the tag, reducing the effort of the content author as

    well as the risk for error.

    Content Authors are responsible for the styles CSS is responsible for the styles

    h2.new-color { color: #FF0000; }

    Heading 2

    .container-name h2 { color: #FF0000; }

    Heading 2

    Note: Some div tags and classes will likely need to be added during the CSS phase to create some design visuals, or extrapadding, but for the HTML phase, less is more. This ensures that unnecessary markup will not be used.

    Validate HTML

    Modern browsers tend to do a really good job parsing even the worst HTML. However, not all errors are handled the same.

    Using standard, valid markup is also one of the most reliable ways of getting your site ready the future updates of browsers.

    When browsers release new versions, they tend to stay compatible with old standards, but that does not guarantee the

    rendering of errors will remain the same.

    The W3C offers an excellent online validation tool. (http://validator.w3.org/)

    After gaining experience and building a variety of templates, and validating different source code, validating becomes more of

    a tool for spotting mistakes. It plays the role of spell checker for code.

    HTML checklist

    Proper HTML templates should not require any special treatment in order to be CMS ready. Heres achecklist of items to cover:

    1. DOCTYPE is declared2. Div tags are limited to containers only3. Limited classes or ids are defined aside from the containers4. Image tags are used for CMS controlled images5. Code validates against DOCTYPE declared

    If the checklist is complete, time to move on to CSS development.

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    CSS DevelopmentWhen starting the CSS development, the HTML templates should be properly developed and have as little markup as

    possible. Now comes time to open the design comps and transfer the look and feel from PSD files to functional pages. The

    end goal is to create user friendly CSS that is easy to maintain whether for the original developer or any new developers along

    the way.

    CSS reset

    First CSS file included in all our HTML templates is a reset file.

    The goal of a reset style sheet is to reduce browser inconsistencies in things like default line heights, margins and font sizes of

    headings, and so on. It helps provide a consistent starting point for all browsers.

    Doing a search online for css reset file will result in many different versions as a lot of developers have their own approach.

    There is not one golden reset file; the main objective is to understand the reset file you choose and how it works for you.

    The reset file we developed is based on a few existing ones with modifications to what we felt was required. On top of

    resetting the margins, padding and on all elements, a few standard classes commonly used in every project were added. Thisprevents inserting them and forces the same naming convention from site to site. These classes are used to clear floats, float

    items, show/hide elements and align text (right, left and center).

    Style the default tags

    Once the reset file has been included, the default CSS file is created. The default CSS should contain all content tags to

    ensure they get assigned with default values. Even if the pages that have been developed in HTML do not include a certain

    element (blockquote, forms, for examples) they should still be styled. CMS are meant to allow flexibility and growth, meaning

    any element could be added at any time. Defining a default style for each tag will prevent any brand issues to rise.

    Defining all the default tags at first is also beneficial because even if a tag has a different look in a specific area, it may be able

    to inherit styles from the default and only require minor adjustments. Setting the default font properties on the body tag will

    ensure all elements start with the same base. This will allow greater flexible and ease in inheritance when the time comes.Say the font-size for the footer paragraph needs to be smaller than the regular body text but the color and font are the same

    as the body, rather than specifying all these styles again, we simply need to overwrite the font-size property.

    use:

    .footer p { font-size: .9em; }

    instead of:

    .footer p { font-family: Arial...; color: #666666; font-size: .9em; }

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    Organize in blocks

    CSS files tend to grow extremely fast and can become hard to manage. The importance of organizing the CSS code

    becomes evident when you must return to a file long after the work has been done. Although there is not one golden rule in

    how to organize a CSS file, heres a few helpful tips.

    /* ========== DEFAULT CONTENT TAGS ========== */

    all default content tags (html, body, h1-h6, p, a)

    /* ========== HEADER STYLES ========== */

    all header styles

    /* ========== MAIN NAVIGATION STYLES ========== */

    all main navigation styles

    the rest of the content blocks (ex: Content, Sidebar, Footer)

    /* ========== GENERIC STYLES ========== */

    all generic styles aside from the default tags (ex: text alignment, text size, colors)

    By keeping all the styles into their separate content block, if an update to the header is required, it will be fast and efficient to

    find the proper styles associated with the update required which could be very beneficial if multiple developers work on the

    file.

    Proper naming convention

    The naming of classes and ids should not be taken lightly. Names should clearly indicate their purpose without being too

    specific. A bad name can limit the flexibility should an update be required. Lets assume we need a class to highlight

    important text. The current look and feel may suggest bold red text. If we specifically name the class using these guidelines

    (ex: class=txt-red-bold) and for any reason, the style needs to be updated to normal blue text, this can cause some

    problems. The CSS can be updated and the text-red-bold can have the normal blue text applied to it; however the name is

    very misleading and could result in confusion for content authors. A proper name to indicate the class purpose could have

    been along the lines of imp-txt or highlight-txt allowing the flexibility to change the look and feel of the styles without losing

    the meaning of the class.

    We also keep a prefix on block specific styles (ex: hdr-logo). This not only indicates immediately where a style is applied, but

    also helps prevent duplicate classes from being used.

    Avoid hacks if possible

    With IE6 still in the picture, avoiding hacks can be extremely stressful and sometimes simply impossible. There are a lot of

    debates on whether a conditional include should be inserted to include an IE6 specific CSS file to ensure valid CSS, Im going

    to argue the opposite. I like to keep all my CSS into 1 default file and avoid hacks at all cost. Understanding the limitations

    and rendering differences in IE6 will prevent the use of common hacks.

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    The most common hacks as well as how to avoid them:

    The Box Model (only in quirks mode not an issue using the HTML5 DOCTYPE)

    Problem: The CSS box model defines the width and height of a box created with CSS. If IE6 renders using quirks mode thebox model will be rendered differently than other browsers. The box model consists of the width, height, padding, margin and

    border properties. By default, the width or height of a box is calculated by adding the width/height with the padding and

    borders. However, in quirks mode, IE6 will render the box the width of the width property and include the padding and border

    within this width.

    Say we have a d iv with the fol lowing propert ies: - width: 300px;

    - border: 35px;

    - padding: 25px;

    By default the width would be: 300 + 70 (35px border on each side) + 50 (25px padding on each side) = 420px;However, in quirks mode: width = 300px;

    Fixes/Workarounds:An easy way to avoid this issue; never apply a width with borders/padding and vice versa. By following this guideline, there is

    no need to worry about the box model rendering differently in different browsers. If a container needs both a width and

    borders/padding, and it cant be included on an element inside the container, adding another div is the easiest solution.

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    Double Margin Bug

    Problem: Most of the time (yes only sometimes) if a margin is applied to a floated element, it will double the value oftencausing major alignment issues.

    Fixes/Workarounds:Add display: inline to the element and its fixed.Transparent PNG

    Problem: The main uses for transparent PNG are generally for overlay images with filters (ex: shadow, blur, outer glow).These types of filter require some pixels to be less than 100% opaque. Bottom line, IE6 simply does not support PNG alpha

    transparency.

    Fixes/Workarounds:1. The easiest fix is to ensure the design does not use any elements that require transparency. This does not mean that

    shadows cant be used, but they should be used appropriately. If a transparent element is used on a solid

    background color, the background color can be cut with the image and prevent any issues.

    2. If method 1 is not an option, the second recommended fix is to use a GIF image and do the best to optimize thetransparency area as best as possible. This method will require a hack to ensure only IE6 uses the GIF while other

    browsers use the intended PNG. Using minor hacks when necessary without having a conditional include. Heres

    what the CSS would look like.

    .className

    {

    background: url(transparent-image.png); /* All Browsers /

    _background: url(transparent-image.gif); /* IE6- */

    }

    The underscore before a CSS property is a hack ignored by modern browser but read by IE6-. The underscore will

    cause a validation error, but when compared to the amount of extra work to include a conditional statement and an

    extra CSS file for 1 style, it is strongly debatable. If there were many instance required of this hack, then the argumentfor a separate stylesheet could become debatable.

    3. If neither option 1 nor 2 can be used, Microsoft offers a solution using a filter called AlphaImageLoader. A major issuewith this method is the inability to tile or position the image (if used as a background). A workaround for this problem

    is to create an extremely large image to ensure no matter how high or wide the area gets, the image will never get

    cut. Downfall of this method is file size tend to be fairly large. Another issue with this method is the

    AlphaImageLoader is JavaScript based which a user may have disabled.

    Validate CSS

    Validating the CSS is often overlooked or overrated. Its debatable whether or not it is an essential. I like to run my CSS code

    through a validation more as a check than a must. It can point out missing semi colons, typos and other minor errors that can

    cause huge rendering issues. At the rare occasion where I do need to use hacks, I know beforehand that my CSS file will not

    validate, however I still check to make sure the rest of the code is properly written.

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    CSS checklist

    Heres a checklist of items to cover:

    1. CSS reset file is included2. Default CSS file is well organized3. All default tags have been styled4. A proper naming convention has been followed5. Hacks have been avoided6. CSS has been validated

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    ConclusionInformation from this paper covers some of our best practices, which are backed up by numerous successful CMS launches.It is not intended to be perceived as the only way of building the foundation but more as a sort of cheat sheet in avoiding

    common pitfalls.

    Websites will continuously expand through its duration and the importance of a solid foundation begins to surface more and

    more. The end goal is to ensure existing content can be edited, new content and new sections can be added all the while

    maintaining consistency with the original look and feel designed. This adds value to a companys brand and provides the

    visitor with a consistent experience throughout the site.

    We hope you have found this document useful as you move forward with your CMS deployments. NLC has a proven track

    record of creating highly successful websites. If you are still struggling with building your foundation, feel free to reach out to

    us wed be delighted to hear from you. You can reach us at [email protected] or 613.241.2067. You will also find

    additional assistance in NLCs every expanding library of whitepapers at http://www.nonlinear.ca/pages/whitepapers.htm.

    The NLC Performance FrameworkA pragmatic guide to planning online business initiatives

    Choosing a Web Content Management SystemThe fundamental truths about CMS selection and

    implementation projects

    Effective Visual Design Strategy for CMSOvercoming the 7 Main Challenges to Effective Visual

    Design for CMS-Driven Websites

    The Non-Technical Manager's Guide toSuccessful Google Analyt icsGathering website intelligence

    Best Pract ices for Building Your CMSArchitectureA proven best practices approach to content architecture

    development

    Planning for Success: Best Pract ices in CMSGovernanceDecisions to make before you implement a web content

    management solution

    SEO and CMS: Implement ing Best Pract icesEmbedding Search Engine Optimization tactics during a

    CMS deployment

    Six Tips for Del iver ing Faceted Navigat ion with ina CMS-Driven Website

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    About non~linear creationsnon~linear creations (NLC) provides e-business consultingservices to an international clientele. Since 1995, we have

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    #1000, 888-3rd St SW

    Bankers Hall, West Tower

    Calgary, Alberta, Canada

    T2P 5C5

    New York Office

    [email protected]

    1.917.368.8000The Chrysler Centre405 Lexington Ave., 26th Fl.New York, NY 10174