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Thursday, 30 Nov 2006
Make everything as simple as possible, but not simpler.
Mathias Bauer

As announced in my recent blog we have planned to work on usability improvements in Writer. This will not be a general rework of the GUI but an elimination of some well selected problems we have identified so far and we consider to be possible barriers to the adoption of OpenOffice.org Writer. GUI work is complex because it can't be done based on technical considerations only. The GUI is the point where the technical perspective of the program developers and designers meets the user's perspective. Problems usually start where the technical perspective slips into the GUI too deeply. This forces the user to think technically and makes the process of understanding the features unnecessarily complex. Following the quote from Albert Einstein I used as a title for this blog simplification is necessary in these cases – but without an oversimplification that makes it harder for experienced users to utilize Writer's full and powerful feature set. A very good example for this is everything related to working with styles.

Many users, especially new ones, don't use or even understand styles. So if you want to win them it is important that they can use the application and explore its advanced functionality without taking lessons in “ styles and how to use them” as a precondition. I still think that they should get into styles later on to get the most out of Writer or OpenOffice.org in general, but it shouldn't be necessary in the beginning. On the other hand styles are a vital part of the OpenOffice.org document concept and pleasing users that want to ignore them shouldn't make working with styles harder for other users.

This is the challenge and overall I think that we cope with it quite well. If you don't need the additional power of styles using them or not is mostly a matter of taste but not a completely different way of operating the program. Nevertheless there are at least two cases where you currently need to understand what styles are, how they work and how OOo uses them: page attributes and outlines. Not surprisingly these areas sometimes are hard to understand for newbies.

The problem with page properties is not solely an OOo Writer problem, it is common to all text processors that are not page oriented but create pages only as parts of their layout. All programs have different ways to tackle it. In Writer we do it the following way: if you want to change page properties in Writer you must change them in a page style, perhaps you must even create and assign new page styles before in case you don't want to change the properties for all pages of the whole document. This can lead to questions like these:

  • what's this “Default” menu entry when I call “Insert Header”?

  • I've changed my page to “Landscape” - now all pages get this format. How can I apply this only to my first page?

  • “I am a writer desperately trying to format a multi-page document with one header ON THE FIRST PAGE and a different header on subsequent pages. I have tried everything. Please inform.” (This is a current quote taken from the users@openoffice.org mailing list!)

I have started to collect some ideas around page styles (to be continued). These considerations will influence the work on issues for headers and footers and for page numbers, more issues might follow.

The outlining problem is created by a break in OpenOffice.org's attribute concept. The only way to assign an outline level to a paragraph is to assign a style to this paragraph that itself has a “default outline level” attribute set. Once a paragraph has got an outline level it is the start of a “chapter” and all of these paragraphs can be collected to a table of contents. In the future we want to have a “hard” attribute for the paragraph outline level also. This is killing two birds with one stone as it also improves our interoperability with Word. Working with this attribute shouldn't be different to working with e.g. the paragraph indent. It can be assigned directly or taken from a style. A paragraph with such an outline level attribute also marks the beginning of a chapter and will be part of a table of contents.

I hope that my little exposition gives an impression how we think about usability improvements. Whatever we do, we shouldn't jump to conclusions and we should be aware of another wise mans opinion about solving complex problem:

“For every complex problem there is an answer that is clear, simple, and wrong.” -- H.L. Mencken




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Posted by Mathias Bauer on 30 Nov 2006  |  PermaLink |  Bookmark to Delicious To Delicious |  Digg this Digg this  |  Comments[10]

Comments:

I think styles are very important - I would love to make them easier to use rather than bury them. Some thoughts on this issue at my site: http://ptsefton.com/blog/2006/12/01/dont-bury-styles

Posted by Peter Sefton on December 01, 2006 at 03:37 AM CET #

Thanks for your interesting blog about styles - I promise to give you a reply. For now let me just point out that we have some interesting ideas and even some work done that goes into the same direction. Besides that we don't want to bury styles - that's the second part of the subject line of my blog that I also explained in the text: whatever we will do to please the absolute beginners it shouldn't hurt the experienced users that understand and like styles (how can you dislike styles if you understood them ;-)). I even have some of ideas about how we can make working with styles easier. But that's another story that should be told another time. The idea to solve the problems with page styles is not to remove them or to hinder access to them but to collect all the necessary steps you need to do in some cases into single and understandable commands in the GUI. So if a user wanted to change a page property of only one page OOo perhaps could automatically insert the necessary page break(s) if they didn't exist and create and assign a new page style based on the old one but modified by the user input. There is no need to force the user to do this manually, but of course what OOo does internally is still based on styles (and in case of page styles it wouldn't be possible otherwise anyway). You can find this motivation also in what we did with the "format brush": it not only copies hard attributes it also copies styles. So it's up to the user to decide whether she wants to use styles or not - OOo will serve her well in both cases. You can't convince users to use something by not offering the alternatives they want. It might happen then that the users quit using the program.

Posted by Mathias Bauer on December 01, 2006 at 10:03 AM CET #

Hi Mathias,
I look forward to the plans to improve usability in OOo and Writer in particular. The issues with styles are very welcome. A particular area that I stumbled upon recently, while documenting OOo with screencasts, is the "Template Management" dialog.

* This dialog has little drop down lists at the bottom that customize two lists above with two choices. What for?

* It further has a drop down menu "Command", with two choices. What for? There is plenty of space to but two buttons in the dialog.

* What are the meanings of the buttons in the first place? It is not at all clear without reading the documentation and having a clear concept of what templates do and how and why to organize them.

* Why is there a special dialog in the first place. Should this not be part of the general Options? At least I would look for the menu entry in the Tools menu rather then the file menu.


Just a few impressions.
K<o>

Posted by Kaj Kandler on December 01, 2006 at 06:17 PM CET #

Hi Kai, thanks for your comment. I can give you only short answers here. If you wanted to go into more details please ask on dev@framework.openoffice.org. Q: This dialog has little drop down lists at the bottom that customize two lists above with two choices. What for? A: You can switch between displaying documents and templates. That allows you to D&D styles from documents to templates and vice versa. Q: It further has a drop down menu "Command", with two choices. What for? There is plenty of space to but two buttons in the dialog. A: The menu is context sensitive. Depending on the selection (document, template or style) you different options. Q: What are the meanings of the buttons in the first place? It is not at all clear without reading the documentation and having a clear concept of what templates do and how and why to organize them. A: sorry, I don't understand. Which buttons? Do you mean the menu entries? I think they are nearly self-explanatory. Or...?! Q: Why is there a special dialog in the first place. Should this not be part of the general Options? At least I would look for the menu entry in the Tools menu rather then the file menu. A: No, this has nothing to do with options. I think "File" or "Tools" is indeed debatable. I don't remember why it was put into "File" and I assume it was just left there without questioning that. The Organizer is one of the oldest part in OOo and IIRC it hasn't changed much since it entered the OpenOffice.org code base when it still was the closed source StarOffice code base. This was before I started working on StarOffice in 1995. :-) So what I wanted to say is: it isn't the dialog I am most proud of and it surely would need some redesign. I want to tell it openly: Once you know how to use it it does its job. And making it more intuitive isn't seen as an important task as only a few people ever use it. If anybody wanted to work on this dialog or even create a new one I would be glad to give support.

Posted by Mathias Bauer on December 01, 2006 at 10:32 PM CET #

Sorry for the bad formatting. Seems that the comment interface has eaten up all the line breaks. :-(

Posted by Mathias Bauer on December 01, 2006 at 10:33 PM CET #

Hello, I read English by it's quite difficult for me to write. Is it possible to post in French ? I have some things to say on this subject. Mainly : my experience show that styles can be understood in a quarter of hour. Why copy MS and others with "Cliquer-taper" and so on... ? JYR

Posted by ROYER Jean-Yves on December 02, 2006 at 09:43 PM CET #

Hi Jean-Yves! Sorry, I don't speak French. Your English looks fine.
Besides that I don't think that anybody wanted to copy anyone else. The point is that an application should make it easy to work with it. A GUI is not a tool for user education. Training users to use styles by making it hard to work without them will surely frustrate a lot of them.
I gave some examples of user questions in my blog (one of them was a literal quote). The idea I have how users should learn to work with styles is "learning by doing". But on the other hand that also means that users can't learn anything if they can't *do* anything because they don't understand the program. So they first must know how to do things and then later on they can understand what this has to do with styles (if they want).
I also don't see any sense in forcing users to do 3-4 manual steps to e.g. insert a footer on the first page if OOo could do the same in one step.

Posted by 213.39.130.87 on December 02, 2006 at 11:58 PM CET #

Hello Mathias, This looks very good: making it easier for non-experienced users without introducing problems or limitations to advanced/style-users. In this sense, I understood the draft specs for the new outline-numbering functions a few weeks ago. Nevertheless: I do support the note of Jean-Yves that explaining styles is only little work. Can't we think of a smart way for OOo to teach users styles while they work?? Or at least point them in the direction of styles, for when they want more power. Also the idea to bring 3 to 5 steps back to one for the user, is a good one. I look forward to the primarily specs, to see of they meet my expectations :-)

Posted by Cor Nouws on December 04, 2006 at 08:22 PM CET #

Cor, thanks for your comment.
I'm all for teaching users to use styles - but not by giving them no other options to reach their goals. :-)
I have some ideas about this and we already have some interesting features in our new core that can be very interesting for an improved working with styles. I also promised Peter to give an answer to his interesting blog. I'm just unsure ATM where we should start a discussion about this. Perhaps a new blog?!

Posted by Mathias Bauer on December 04, 2006 at 09:29 PM CET #

Hi Matthias -- just a quick note Peter's general point. If you haven't already, look at Apple's Pages. I've not actually used it, but one thing that strikes me in looking at the screenshots is that they really communicate to the user what styles actually do. So there is no confusion of semantics and presentation, and the style palettes are WYSIWYG. So that communicates to the user "this is the function of the style, and this is what it looks like" in one single UI. They actually don't have the old b and i buttons! See: http://pagesuser.com/blog/?p=29

Posted by Bruce D'Arcus on December 06, 2006 at 11:13 PM CET #

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