Alan’s blog

It is one of those things that has bugged me for years … and if it was right I would probably not even notice it was there – such is the nature of good design, but …  when I am saving a file from an application and I already have a folder window open, why is it not easier to select the open folder as the destination.

A scenario: I have just been writing a reference for a student and have a folder for the references open on my desktop. I select “Save As …” from the Word menu and get a file selection dialogue, but I have to navigate through my hard disk to find the folder even though I can see it right in front of me (and I have over 11000 folders, so it does get annoying).

The solution to this is easy, some sort of virtual folder at the top level of the file tree labelled “Open Folders …” that contains a list of the curently open folder windows in the finder.  Indeed for years I instinctively clicked on the ‘Desktop’ folder expecting this to contain the open windows, but of course this just refers to the various aliases and files permamently on the desktop background, not the open windows I can see in front of me.

In fact as Mac OSX is built on top of UNIX there is an easy very UNIX-ish fix (or maybe hack), the Finder could simply maintain an actual folder (probably on the desktop) called “Finder Folders” and add aliases to folders as you navigate.  Although less in the spirit of Windows, this would certainly be possible there too and of course any of the LINUX based systems.  … so OS developers out there “fix it”, it is easy.

So why is it that this is a persistent and annoying problem and has an easy fix, and yet is still there in every system I have used after 30 years of windowing systems?

First, it is annoying and persistent, but does not stop you getting things done, it is about efficiency but not a ‘bug’ … and system designers love to say, “but it can do X”, and then send flying fingers over the keyboard to show you just how.  So it gets overshadowed by bigger issues and never appears in bug lists – and even though it has annoyed me for years, no, I have never sent a bug report to Apple either.

Second it is only a problem when you have sufficient files.  This means it is unlikely to be encountered during normal user testing.  There are a class of problems like this and ‘expert slips’¹, that require very long term use before they become apparent.  Rigorous user testing is not sufficient to produse usable systems. To be fair many people have a relatively small number of files and folders (often just one enormous “My Documents” folder!), but at a time when PCs ship with hundreds of giga-bytes of disk it does seem slighty odd that so much software fails either in terms of user interface (as in this case) or in terms of functionality (Spotlight is seriously challenged by my disk) when you actually use the space!

Finally, and I think the real reason, is in the implementation architecture.  For all sorts of good software engineering reasons, the functional separation between applications is very strong.  Typically the only way they ‘talk’ is through cut-and-paste or drag-and-drop, with occasional scripting for real experts. In most windowing environments the ‘application’ that lets you navigate files (Finder on the Mac, File Explorer in Windows) is just another application like all the rest.  From a system point of view, the file selection dialogue is part of the lower level toolkit and has no link to the particular application called ‘Finder’.  However, to me as a user, the Finder is special; it appears to me (and I am sure most) as ‘the computer’ and certainly part of the ‘desktop’.  Implementation architecture has a major interface effect.

But even if the Finder is ‘just another application’, the same holds for all applications.  As a user I see them all and if I have selected a font in one application why is it not easier to select the same font in another?  In the semantic web world there is an increasing move towards open data / linked data / web of data², all about moving data out of application silos.  However, this usually refers to persistent data more like the file system of the PC … which actually is shared, at least physically, between applications; what is also needed is that some of the ephemeral state of interaction is also shared on a moment-to-moment basis.

Maybe this will emerge anyway with increasing numbers of micro-applications such as widgets … although if anything they often sit in silos as much as larger applications, just smaller silos.  In fact, I think the opposite is true, micro-applications and desktop mash-ups require us to understand better and develop just these ways to allow applications to ‘open up’, so that they can see what the user sees.

1. see “Causing Trouble with Buttons” for how Steve Brewster and I once forced infrequent expert slips to happen often enough to be user testable [back]
2. For example the Web of Data Practitioners Days I blogged about a couple of months back and the core vision of Talis Platform that I’m on the advisory board of. [back]

Just at MobiKUI in Fribourg.  I did tutorial this morning and just had talk by Roope Takala about cool things happening at Nokia.  Dominique Guinard now talking about kinetic user interfaces.  My first time in Switzerland too and looking forward to fondue this evening.

A story, a bit of a moan … and then I hope some constructive ideas .

It is time for the University annual report, which includes a list of all publications across the University. In previous years this was an easy job. I keep an up-to-date web page with all my publications for each year, so I simply gave our secretaries a link to the web publication list, they cut and paste it into Word, tidied the format a little … and job done. However, this year things are different … a short while ago the department installed an EPrints server. This year the department is making its submission to the University by downloading from the EPrints server, which means we have to upload to it :-/

The citation adding page runs to several screen fulls including breaking author names down into surname forename … the thought of that was somewhat daunting.

Fortunately you can import into EPrints from BibTeX and EndNote bibliographies … unfortunately mine is in plain HTML

Now the 10 million AKT project that Southampton was a lead partner in developed a free text bibliography server … but, unfortunately, not included in EPrints

So a few regular expression substitutions and a lot of hand edits later and I convert my 2007 pub list into BibTeX (actually couple of hours in total including ‘bug fixing’ syntax errors in the BibTeX).

Then upload the clean .bib file … beautiful – I get a list of all the uploaded items … but they are my ‘user workspace’ and not properly deposited. This I have to do one-by-one and not allowed to do so until I have filled in various additional fields, scattered liberally over several forms including one form for adding subjects that requires several clicks to open up a lovely tree browser that in the end has only 2 leaves.

Now after grouching the lessons.

There seems to be a few key problems:

(1) First the standard usability issues: the inclusion pages are oriented around the data in the system not the user, there are no shortcuts for previously entered authors, etc.

(2) The system will not allow data to be entered if it is not complete. Of course the institution wants full data (e.g. whether it is refereed, etc.), but making it difficult to enter data makes it likely that user will not bother. That is the alternative to perfect data may be no data!

(3) The interface to enter and edit is fine for a small number of entries, but becomes a pain when processing a complete publication list. Contrarily, the page for setting the subject categories is designed for handling large trees of categories but does not gracefully handle a small number.

Both (2) and (3) are also common problems, but not so well considred in usability iterature.

A useful inofmration systems heuristic that I often advocate is

“don’t enforce consistency, but highlight inconsistency”

In this case why not allow me to deposit incomplete records and then leave me a ‘to do list’ page … yes and maybe even badger me periodically with automatic emails to check it.

Anther maxim that applies to (2) is:

“Make it easy for the user to do what you want”

If you want people to upload references make it as easy as possible to do so. Now I’m sure the designers intend this to be the case, but it is easy sometimes to focus on usability of individual screens and interactions rather than the wider context.

In fact, this was the second time that I was faced with problem (3) today. Fiona had accidentally double clicked a large number of archived files when she was trying to drag them to Trash. She had to kill the application as it blindly started to open dozens of files (why not ask?). However, it was clearly coded resiliently and kept backup copies of the files it had started to open, so, when she tried to re-open it, InDesign started to ask her whether she wanted to recover the files … but did so one-by-one and wouldn’t let her do anything else until she had laboriously answered every dialogue box.

In this case the solution is fairly obvious, if there are many (or even ore than one) files to be recovered why not list them and aks about them all, perhaps with check boxes so you can recover some but not others. In general tabular or list-style views tend to work better with large numbers of items, allowing you to perform edits to many items in a single transaction.

Similarly in EPrints, after the import there were just a few fields required for each entry, some form of tabular view would have allowed me to scan down the link and select ‘refereed/not refereed’ for each entry.

With the subject categories, it was in a sense the opposite problem, but a symptom of the way we, as designers, often have some idea in out heads about how large a particular set is likely to be and then design around that idea. However, if you can notice this tendency one can often produce variant interaction styles depending on the size of the set. For example, in web-based systems to browse hierarchies I have often (but not always!) added code that effectively says, “if the number of entries at this level is not to great, then show this level as headings with the next level as well.”

fully expanded EPrints subjects menu

The EPrints server clearly expects that the subject tree will be far bigger, as it would be on a University-wide installation. Although even if the list is very large the number of items used by an individual would be small.

So as general design advice, if there is some form of collection:

• are there any absolute lower or upper bounds on the size?
• check, within these absolute bounds, what the interface would be like with 1, 3, 10, 100, 1000 in the collection
• if the potential collection is large, is the likely size needed for a particular usre, situation, smaller?

To be fair I am an unusual user with my pretty complete HTML publication lists, if I had no systematic way of keeping my own publications then I would appreciate EPrints more. However, there will be many with word processor lists, so maybe I’m not so unusual. I assume other people just knuckle down and get on with it. So the real problem is that I am impatient user!

Which brings us to the last and most valuable piece of advice. When it comes to ussr testing cussed users are worth their weight in gold. Users that are too nice are useless,; they cope, they manage and would hate to hurt your feelings by telling you your system is not perfect. So find the nasty users, the impatient users, the ones who complain at the slightest things … they are true treasure.

Recently heard some group feedback on our HCI textbook. Nearly all said that they did NOT want any CSCW. I was appalled as considering any sort of user interaction without its surrounding social and organisational settings seems as fundamentally misbegotten as considering a system without its users.

Has the usability world gone mad or is it just that our conception of HCI has become too narrow?

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I just wanted to print a file, now it is an hour and a half later and I still have nothing … this is where all our time goes gently coaxing our computers in the hope they may do what we ask.

Such a simple thing to want to do … and so much pain on the process, and so many simple things that application designers could do it make it better.

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On the forum of our MRes course at Lancaster one of the students posted a link to Middle Ages Tech Support on YouTube. It shows Ansgarr a Mediaeval monk struggling with his first book.

I first saw this video when I was giving a talk at University of Peloponnese in Tripolis. Georgios¹ showed the video before I started, just because he thought it was fun. I was talking a little bit about physicality and the video brought up some really interesting issues relating to this and usability. Although it is a comic video we can unpack it and ask which of the problems that Ansgarr has as he changes technology from scroll to book would actually happen and which are more our own anachronistic view of the past.

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1. one of my hosts there as part of the TIM project [back]