What if, when viewed at smaller than a certain size, it not only shrank down 
the menu but also simplified it so that it looked more like a narrow bar on an 
app? Just high enough to be usable on small touch-screen tablets or notepads 
with Home and Back buttons (or Cancel and Save buttons on screens that are 
being edited, or an Edit button on screens that can be edited), and a Menu 
button that gives a dropdown list of the other options? It could be that 
simple, or perhaps have one or two other context-sensitive buttons appear on 
certain screens. 

I wouldn't ever expect the client to be fully functional on a little smartphone 
screen (although access to certain pieces would be really useful in a pinch), 
but there are lots of scenarios where being able to use the majority of the 
functions on a small tablet would be wonderful. I've also worked with library 
staff who have poor vision and like their monitors to be set at extremely low 
resolutions, and this type of behavior would be good for them as well.

(I like Jason's color-coding of the Cancel vs Save buttons as an additional 
visual cue, too.)


Terran McCanna 
PINES Program Manager 
Georgia Public Library Service 
1800 Century Place, Suite 150 
Atlanta, GA 30345 
404-235-7138 
tmcca...@georgialibraries.org 


----- Original Message -----
From: "Jason A Boyer" <jbo...@library.in.gov>
To: "Evergreen Discussion Group" <open-ils-general@list.georgialibraries.org>
Sent: Monday, July 13, 2015 8:23:07 AM
Subject: Re: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

I like this idea a lot, and I have a thought on how to avoid wasting a lot of 
vertical space while doing it. I don't know how complex it would be since I 
haven't looked at the angular code much, but if the save/cancel options could 
take the place of the Check Out, Items Out, etc. options at the top that 
wouldn't require any additional space. It would also make it clear that you've 
chosen to edit this record and to move on to something else you need to either 
choose to save it or abandon your changes. I would even go so far as to say 
that I'd like to adopt the Android and iOS convention that the "data-loss" 
(Cancel in this case) option be red while the Save option be blue like the 
other interface elements. It's something I could see used in several places 
(and possibly make the angular-ization of any interface that doesn't follow 
this convention more desirable, possibly getting more hands involved, etc.)

Jason

--
Jason Boyer
Indiana State Library
http://library.in.gov/

From: Open-ils-general 
[mailto:open-ils-general-boun...@list.georgialibraries.org] On Behalf Of Dan 
Wells
Sent: Friday, July 10, 2015 3:14 PM
To: 'open-ils-general'
Subject: [OPEN-ILS-GENERAL] Web Client Design - Fixed Page Elements?

Hello all,

This came up in Kathy's recent thread asking about the patron editor, and 
rather than hijack that thread, I'd like to broaden the conversation a little, 
because the same usability issues will affect many areas of the staff client.

To cut straight to the point, I strongly believe that using fixed position for 
large portions of the staff client interface will have a major positive effect 
on usability.  This has been applied and proven in desktop applications for 
decades, and is now being rediscovered within the browser environment as web 
"pages" become applications.  There is plenty of evidence out there to support 
this stance, but here is a quick read which highlights the point well: 
http://www.smashingmagazine.com/2012/09/11/sticky-menus-are-quicker-to-navigate/

If we consider the mockups from our design internship a few months back, in the 
screenshot Kathy referenced, the entire top area (and, in this case, the right 
sidebar) would ideally be fixed position.  The only scrolling area should be 
the actual form.  For any who attended my talk on design at the conference, 
this is exactly the concern of rule of thumb #3: "Scroll the data, not the 
interface", with "data" broadly including all information and workspaces which 
are not "the program".  (Here is Kathy's screenshot link again for reference: 
http://media.tumblr.com/69beec7802a938b889bdfa80c7e0d54b/tumblr_inline_nkn0okinXl1t572gy.png
 )

The main complaint driven at fixed screen elements is that they take up too 
much space.  They do take up space, obviously, but with the amount of use these 
elements get on a moment by moment basis, the space is well worth taking.  In 
cases where more workspace is truly of benefit, we are better off using fixed 
position with a "hide" option (auto or manual) than we would be with using 
scroll, as we can retain the clear benefits of persistent availability and 
predictability.  (Expert users might also choose to do without some toolbars 
and rely on keyboard shortcuts, but that sort of use will never be feasible for 
many staff client users and scenarios.)

As the Smashing Magazine article points out, the easiest way to understand the 
situation is to simply imagine other software working with fully-scrolling 
interfaces.  In this imaginary scenario, when you are using a word processor, a 
spreadsheet application, or even a browser itself, all of your menus, toolbars, 
tabs, etc., would simply scroll off the screen as soon as you tried to scroll 
down to see additional content.  It's likely that some ancient desktop software 
did exactly that, but if they did, they are now extinct, and not without good 
reason.

Another valid concern sometimes raised is the effect a rich, fixed interface 
might have on a small screen appliance, like a phone.  This topic should be 
addressed, but I believe it is best kept separate from the problems at hand, 
which are already large enough.  My personal stance would be that a full, 
first-class staff client interface on a small screen device is not a realistic 
concern for a community of our size, needs, and capabilities.  Our bar for 
using the full client on phones should be "not impossible", and then we can 
re-dedicate a portion of our energy to creating limited, purpose-built 
interfaces for functions of known value on small devices (e.g. inventory 
scanning), and which are also likely to best include some fixed top and/or 
bottom elements.

I also want to emphasize that none if this is meant to disparage the work which 
has been done so far.  It is much harder to make something out of nothing than 
to take something and make it better.  I also acknowledge that, while I have 
spent large amounts of time studying the web client, I have found zero time to 
contribute to the actual web client code.  That said, if we can help establish 
consensus around where we want to end up, I know I would feel more comfortable 
jumping in, and I suspect others might as well.

Sincerely,
Dan


Daniel Wells
Library Programmer/Analyst
Hekman Library, Calvin College
616.526.7133

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