Posted by drumm on August 31, 2008 at 2:13pm
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

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
Related / similar ideas
http://kreativmango.no/dev/drupal/node-tabs/
Vertical Tabs module
See http://drupal.org/project/vertical_tabs.
More links
Some of the discussions that lead to the mockups that lead to the nodeform and vertical_tabs modules:
http://drupal.org/node/185814
http://drupal.org/node/190946
http://groups.drupal.org/node/8305
http://groups.drupal.org/node/8365
mock-ups of node creation page
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
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
http://factorycity.net/demos/drupal/node_creation/
there are more Drupal-related demos over http://factorycity.net/demos/
Progressive Disclosure
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:
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:
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 :)
subscribing
"* 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