UX sprint group 4 (The long node/add form) progress

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drumm's picture

bertboerland, ximo, al.ex, Jan K, and I tackled the node form. We have results from Minneapolis usability study for Drupal 6 and Baltimore study for vertical tabs.

Problems

  • Too long and unwieldy.
  • Important information and controls are hidden behind fieldsets.
  • Drafts are lost when clicking links, even help links.
  • It is not obvious that permissions control what the content creator sees.

Discussion

We discussed improve the admin's ability to design the form and improve Drupal's use of progressive disclosure. Ideas included:

  • Provide option to hide fields next to required checkbox on fields admin screen.
  • Decide which fields to hide using usage statistics.
  • Make a 1 to n priority system so content creators can choose their level of fields to show.
  • Allow content creators to access hidden fields when needed.

We also discussed improving Drupal's split summary at cursor feature.

  • Find the best words and be consistent- summary, teaser, excerpt, read more, etc.
  • Integrate with wysiwyg editors.
  • Look at how Joomla, Wordpress and others handle this common interface.

Finally, we discussed vertical tabs. We saw in Baltimore that these are a potential improvement, but not there yet.

  • Summaries have recently been added under tab titles, they should be user tested.
  • What is a good semantic term to use in code?
  • UI standards are needed.

Action items

  • bertboerland and ximo will write standards for and continue to improve vertical tabs.
  • ximo, Jan K, and I will think about and mock up new split summary at cursor.
  • Jan K will mock up layouts for multiple taxonomies, which quickly use a lot of vertical space.
  • al.ex will suggest wording changes.

Roundup meeting slides

Only local images are allowed.

Notes after our roundup meeting

  • The "prioritysystem" for the fields and fieldsets adds another big layer of complexity
  • So only the predefined contenttypes will benefit from our suggestions
    we're shifting the problem from one side to another
  • We need to make suggestions for the contenttype creation form also since that is were we are shifting the burden to

Comments

Vertical Tabs module

More links

mock-ups of node creation page

heather's picture

Looks like a couple of years ago alot of thought, discussion and creativity went into this same topic, but ends finally in the 2nd thread with others finding out that the originator of the thread had abandoned it after losing some momentum.

These sketches may be of use, or they may already be familiar to others on this forum. Just adding them here in case they are useful. Maybe FactoryJoe is in the usability group?

http://drupal.org/node/14886
Node creation redesign mockups from Deprecated - Usability feedback
FactoryJoe@civi... - December 29, 2004 - 07:44

http://drupal.org/node/15506
Node creation redesign mockups part deux from Deprecated - Usability feedback
FactoryJoe@civi... - January 12, 2005 - 18:03

FactoryJoe has left the building

gaele's picture

FactoryJoe is no longer actively involved in the Drupal community. Though he still gave extensive feedback on Drupal 6 usability.

More blasts from the past

Progressive Disclosure

ximo's picture

As drumm mentioned, we discussed the use of progressive disclosure in Szeged.

Frank Spillers has a very informative article on progressive disclosure (Demystifying Usability: Progressive Disclosure - the best interaction design technique?), and highlights its benefits as well as some of its inevitable dangers. If we are to successfully apply this technique to the node form, we must be aware of the pitfalls, as we'd want to do this right. It's worth noting that he writes about progressive disclosure for the web, where Drupal's forms are more similar to an application.

Still, here are some handy bullet points from his article:

Progressive disclosure is powerful because it embraces several good design principles:

  • Advocate for users with different needs (experienced and non-experienced users)
  • Limit what you show on a screen
  • Give access to the low hanging fruit and de-emphasize infrequent tasks
  • Only show users what they need when they need it
  • Focus the interface on making the user successful at the start

Benefits of Progressive Disclosure:

  • Remove the need for the user to explore and examine the interface first
  • Allow the user to chunk the task in a sequence that matches their expectation
  • Reduce cognitive overload
  • Increase the efficiency and ease of use of the site

Dangers of Progressive Disclosure:

  • Users are forced to wait until you are ready to show them
  • Repeat use may not require progressive disclosure (depends on the task)
  • Over-constraining what users see (or dumbing it down too much)
  • Assuming you understand what is the most popular, common or important task

The "danger" points that are the most relevant to us are probably the last two - knowing what to show/hide.

Jakob Nielsen also writes about progressive disclosure in an article where he identifies two things you must get right, the first being:

  • You must get the right split between initial and secondary features

The only way to achieve that right split is to use data from usability tests. What are our options for getting some solid data on this?

We might want to focus on this first, before discussing how to actually implement progressive disclosure. Which was Nielsen's second point - "It must be obvious how users progress from the primary to the secondary disclosure levels." See his article for some suggestions on this.

A cool quote I came across: "The elegance of a design could be conceptualized as the complexity of the design problem divided by the complexity of the design solution." Let's aim for an elegant design then :)

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bertboerland's picture

"* bertboerland and ximo will write standards for and continue to improve vertical tabs."

note to self, do so! :)

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bert boerland

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bert boerland

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