Gary, 

(Great name, BTW.) 

I am glad you asked. Having standards for portlet markup and CSS is significant 
in developing portlets efficiently and that result in good user experiences. 

In developing the new Portlet Administration (PA) portlet user experience for 
uPortal via Unicon's Cooperative Support program , I had the opportunity to 
give some focused thought and attention to such standards. The results of that 
work are built into the PA portlet and documented (to some degree) here: 

* http://www.ja-sig.org/wiki/display/UPC/User+Interface 
* http://www.ja-sig.org/wiki/display/UPC/Markup+and+CSS+Naming+Conventions 
* http://www.ja-sig.org/wiki/display/UPC/Portlet+Markup+Template 

It's not perfect, but it's a start. Please feel empowered and encouraged to 
contribute to refining it. 

Let me summarize a few high-level strategic thoughts and then try to answer a 
few of your more specific, tactical questions around the Mail portlet. 

S1. JSR-168 CSS specification 
Having many years of both broad and deep involvement in portal and portlet user 
interface design and development, my assessment is that the JSR-168 portlet CSS 
specification is poorly designed, poorly defined, and woefully inadequate for 
modern portlet development. It also has not been updated in many years. This 
results in it being mostly useless as a standard, and therefore not worthy of 
significant effort to maintain as such in the Jasig community. For 
clarification, I am speaking of the CSS part of the JSR-168 specification, not 
the specification as a whole. Having concluded that it is a poor markup/CSS 
standard, that is not to say that it should be totally ignored or discarded - 
it is indeed still in use in uPortal and a few parts of it are usable. However, 
as a community we cannot base current and future efforts on it - it is not 
sufficient. 

S2. Portlet user interface spans major releases of uPortal 
I admire your efforts to achieve this, however I believe that you will find 
this effort not worthwhile when speaking of 2.5.x and 3.1.x. Especially in 
regards to the user interface layer, the differences between the two releases 
are rather un-spannable. Not impossible, but probably not worth the effort. 
I'll demonstrate this below in regards to your question about converting an 
unordered list into tabs. My recommendation is to press forward where possible 
- in most senses, uPortal and Jasig portlets are only now beginning to achieve 
the user experience standards that are prevalent conventions (and continuing to 
press forward) in the Web. We need not abandon the past, but we do need to 
press forward - that is where most of our energy and effort needs to be for our 
portal and portlets to remain viable. 

S3. As much as we are able, let's not create our own standard 
We can't sustain it, and if isolated to Jasig/uPortal, that doesn't make it 
much of a standard. However, I am of the opinion that Jasig should and must set 
some standards in this area where other standards are not sufficient. I am also 
of the opinion that where possible, we should push those needs into other open 
standards, like Fluid (see next). 

S4. Fluid Skinning System 
Incorporated into uPortal 3.1.x, the Fluid Skinning System is a CSS standard 
that uPortal (and Sakai, and several newer portlets) have adopted. Fluid also 
has a growing component library of many useful user interface "widgets" like 
Pagers, Reorderers, and Inline Editors . The Fluid Project community is a 
well-balanced mix of both designers and developers, and their processes result 
in friendly frameworks that accomplish modern best practices in programming, 
usability, and accessibility. As a Fluid Project community participant and 
member, and hands-on user of the FSS, I can say that from personal experience. 
Since the community is active and growing, the Jasig community is welcome and 
encouraged to participate in the growth of the standard, yet does not have to 
solely bear the burden of maintaining the standard. My recommendation, 
therefore, is to continue to standardize on Fluid and related good frameworks 
like jQuery. 

S5. Portability 
The hallmark of the JSR-168 portlet spec is portability - the concept that a 
portlet can be taken from one portal context and dropped into wholly different 
portal context and operate the same. Theoretically, it's an interesting 
concept, but frankly, I have never seen this work practically. Maybe it is an 
easier achievement with the technology (though my experience is that doesn't 
work well either), but on the user experience front, it fails miserably. 
Because in user experience, CONTEXT is critical. Let me give an example of a 
singer. A singer being someone who can sing music. But a singer can be as 
different as Britney Spears is from Bob Dylan is from Bob Marley is from Mick 
Jagger is from Snoop Dogg is from Luciano Pavarotti is from Elvis Presley is 
from Willie Nelson. If the Opera needs a singer, you can't just unplug Snoop 
Dogg from rap and send him to the Opera. He doesn't FIT. Especially when they 
were expecting the Fat Lady for costuming. So like singers in different 
contexts, we are trying to pass around portlets to different portal contexts, 
with similar results. They don't naturally fit the new context without a lot of 
re-work and makeup applied - and even then they are easily identified as 
counterfeit. So far I have seen portlet portability fall into one of two 
strategies. In one, the portlet is packaged with its context (interactions, 
interfaces, styling, etc.), so that it ALWAYS is an Opera singer, for example. 
That works well in the Opera, but clearly fails at the rock concert. The other 
strategy is to make the portlet as generic as possible. This is the equivalent 
of sending a B-rate singer (has to be because he can't focus on any one 
context) in his underwear to whatever gig comes up, hoping that there will be 
the appropriate, fitting clothes waiting for him. This also fails (except for 
maybe the rock concert, where pretty much every singer is B-rate and in his 
underwear) for pretty obvious reasons. From the user interface/user experience 
perspective, portlets are particularly troubling that way. The Jasig community 
is great about being open when building portlets, but that often comes at a 
price of generic (B-rate, shows-up-in-his-underwear) quality, even when placed 
in its own uPortal. As far as I have experienced, this issue has yet to be 
solved. There isn't a good way to package and include all of the resources - 
markup, CSS, images, js, etc. - into every portlet so that it can be portable; 
that defeats many other best practices, standards, and maintainability. Howver, 
there is neither a good way to ensure that those resources are available from 
the portal context, and in a way that the portlet needs them to be functional 
and a good user experience. We have need of solving this issue. 

Now on to more tactical specifics. 

T1. Portlet Administraton 
The PA portlet in the 3.1 trunk is probably the best current, go forward 
example. It is not perfect, but shows how an older uPortal channel has been 
converted into a shiny, modern portlet. You should also refer to this CSS file 
in trunk for portlet development (which includes the JSR-168 spec and is amply 
commented): 

\uportal-war\src\main\webapp\media\skins\universality\uportal3\uportal3_portlet.css
 

T2. FSS for grids and layout 
FSS (included in uPortal) comes with an excellent layout/grid framework. The 
FSS layout framework is being used to render the main uPortal UI layout 
(multi-column and sidebars - all without tables!). Refer to this FSS primer: 
http://wiki.fluidproject.org/x/-gBS 

T3. Making an unordered list into tabs 
On the 3.1.x release with FSS, this is simple and quick (rather beautiful 
overall). Simply take your semantic unordered list markup and sprinkle in a few 
FSS classes (I would also encourage some meaningful ARIA roles for 
accessibility): 
<div class= "fl-container-flex" > 
<ul role="tablist" class= "fl-tabs fl-tabs-left" > 
<li role="tab" class= "fl-activeTab" > <a href= "#_bottom" > Active Tab </a> 
</li> 
<li role="tab"> <a href= "#_bottom" > Tab #2 </a> </li> 
<li role="tab"> <a href= "#_bottom" > Tab #3 </a> </li> 
</ul> 
<div role="tabpanel" class= "fl-tab-content" > 
Content 
</div> 
</div> 
Viola! And you don't have to edit CSS at all. FSS layout makes the unordered 
list into tabs, and FSS themes (uPortal skins) style the tabs to match the 
currently selected skin. 

Sadly, this will produce no tangible result in uPortal 2.5.3 - you'll still 
have a basic, unordered list in the user interface. What to do? Here's where we 
clearly demonstrate the shortcomings of the JSR-168 CSS specification (I'll try 
not to be overly sarcastic in my example). 

CSS classes are free (or at least cheap), so in most senses, there is no harm 
in layering on additional CSS classes into the markup. So let's think about 
layering in JSR-168 CSS classes to support non-FSS implementations. First, 
let's consult the JSR-168 spec to see what is available. After perusal, it 
looks like this section makes sense: 

PLT.C.6. Menus 
"Menu styles define the look-and-feel of the text and background of a menu 
structure. This structure may be embedded in the aggregated page or may appear 
as a context sensitive popup menu." 

Umm, okay, that definition makes it clear how I am supposed to use the spec... 
or not. Let's see if we can make sense of the classes they give us: 

portlet-menu    General menu settings such as background color, margins, etc. 
        portlet-menu-item       Normal, unselected menu item. 
        portlet-menu-item-selected      Selected menu item. 
        portlet-menu-item-hover         Normal, unselected menu item when the 
mouse hovers over it. 
        portlet-menu-item-hover-selected        Selected menu item when the 
mouse hovers over it. 
        portlet-menu-cascade-item       Normal, unselected menu item that has 
submenus. 
        portlet-menu-cascade-item-selected      Selected sub-menu item that has 
sub-menus. 
        portlet-menu-description        Descriptive text for the menu (e.g. in 
a help context below the menu). 
        portlet-menu-caption    Menu caption. 
Why we need to specifically delineate "portlet-menu-item" on the <li> (when the 
<li> is contained in a <ul> already specified as a "portlet-menu") is lost on 
me, but okay. And we're supposed to put in a CSS class 
"portlet-menu-item-hover" for mouse-hover? Isn't there such a thing as :hover 
in the CSS spec itself? There's some stuff in there that could be used (though 
a Menu caption? Really? And the desciption is so helpful.), but the point is 
that even something as basic as a menu is not well designed or defined in the 
JSR-168 CSS spec. And note there is no JSR-168 class for the associated 
tabpanel. 

Taking these classes we could add in the following to our markup: 

<div class= "fl-container-flex" > 
<ul role="tablist" class= "fl-tabs fl-tabs-left portlet-menu" > 
<li role="tab" class= "fl-activeTab portlet-menu-item-selected" > <a href= 
"#_bottom" > Active Tab </a> </li> 
<li role="tab" class="portlet-menu-item"> <a href= "#_bottom" > Tab #2 </a> 
</li> 
<li role="tab" class="portlet-menu-item" > <a href= "#_bottom" > Tab #3 </a> 
</li> 
</ul> 
<div role="tabpanel" class= "fl-tab-content" > 
Content 
</div> 
</div> And we would discover that this has done very little to our UI result in 
2.5.3. Still no tabs, just an unordered list with maybe a bit of styling 
applied. Why? Because there is no context. What KIND of menu is this? Nothing 
in the JSR-168 spec specifies this as a TAB menu. Well, we could define that in 
the CSS by making all .portlet-menu .portlet-menu-item elements inline or 
floated and so forth. Super! (except that you had to figure out and test that 
across browsers on your own effort, which is painful, trust me). Now we have 
tabs from our unordered list. But wait - now EVERYWHERE that these classes are 
used will be converted to TABS, whether they are contextually tabs or not. The 
JSR-168 spec does not give us classes to define the context. 

So, okay, we could add the context to the container <div>, like so: 

<div class= "fl-container-flex portlet-menu-tabs" > 
<ul role="tablist" class= "fl-tabs fl-tabs-left portlet-menu" > 
<li role="tab" class= "fl-activeTab portlet-menu-item-selected" > <a href= 
"#_bottom" > Active Tab </a> </li> 
<li role="tab" class="portlet-menu-item"> <a href= "#_bottom" > Tab #2 </a> 
</li> 
<li role="tab" class="portlet-menu-item" > <a href= "#_bottom" > Tab #3 </a> 
</li> 
</ul> 
<div role="tabpanel" class= "fl-tab-content" > 
Content 
</div> 
</div> And then solve the problem in the CSS with selectors like: 

.portlet-menu-tabs .portlet-menu .portlet-menu-item {} 

So that only those specifications are applied to make an unordered list into 
tabs when the parent .portlet-menu-tabs class is present. However, now we have 
broken the standard. No one will get the benefit of using these classes to 
achieve tabs from an unordered list without knowing to put the 
.portlet-menu-tabs class on the containing element. And even if that class is 
on the containing element, if you take the portlet out of uPortal and try to 
use it elsewhere, it will revert to an undesireable, plain unordered list. You 
could say the same about FSS (that it isn't portable), but it IS easily 
includable and relieves us from having to solve the problem, test the solution, 
and maintain the standard. 

My recommendation: include FSS into your CSS includes in your 2.5.3 skin 
(minimally fss-layout.css), and you will at least get the basic structural 
benefits without doing any extra work and without complicating the markup with 
the JSR-168 classes. Besides, after including the JSR-168 classes, if you were 
to stumble on this markup, which classes do you use/modify? The FSS ones, or 
the JSR-168 ones? And if they are both (FSS and JSR-168) trying to make tabs 
out of an unordered list, you are going to get some ugly CSS conflicts. I like 
to Keep It Simple. The FSS markup is much cleaner, and does the job much 
better, with little effort required on your part as the implementor. 

Hope that helps. I welcome more discussion on these matters. 


Gary Thompson 
User Experience Leader 
Unicon | www.unicon.net 


----- Original Message ----- 
From: "Gary Weaver" <gary.wea...@duke.edu> 
To: jasig...@lists.ja-sig.org 
Sent: Thursday, October 15, 2009 10:51:42 AM GMT -07:00 U.S. Mountain Time 
(Arizona) 
Subject: Re:[jasig-ue] portlet UI design guidelines? 

I should probably clarify that in the MailPortlet when you click on a 
tab, that it when it queries the pop3/imap server for mail, so I'm not 
looking for a show/hide div type of thing, but rather either the 
standard CSS classes that display line-items horizontally (in a way 
friendly to various existing skins in both uPortal 2.5.3 and uPortal 
3.1.1) or something (that I'm not guessing would be a simple?) that not 
only display tabs but would use Ajax to load the chosen tab in the 
background and to do this in a skin-friendly way (specifically in the 
formatting of the tabs) that hopefully could work without much problem 
in both uPortal 2.5.3 and 3.1.1. The following is basically what I'm 
showing for tabs atop the mail message list table (I made up the class 
names to show what I'm looking for): 

<ul 
class="some-well-used-skin-class-to-indicate-these-are-tabs-and-therefore-this-unordered-list-should-be-composed-of-blocked-bordered-and-backgrounded-inline-line-items">
 
<li>...</li> 
<li 
class="some-well-used-skin-class-to-indicate-this-inline-line-item-tab-is-selected">...</li>
 
<li>...</li> 
</ul> 

It looks like maybe the thing to use in uPortal 3.1.1 is fl-tabs as the 
class name and fl-activeTab for the selected tab. But can I just define 
those in the portlet's CSS so that it works in older versions without it 
overriding the newer stuff in uPortal 3.1.1? 

And for table formatting, I was just checking to see what the best way 
to define the table and its classes are or what you would say is a 
uPortal 2.5.3 and 3.1.1 friendly way to define a table in a portlet. I 
currently have the following for the display of mail messages, but I'm 
guessing I could do better?: 

<%-- is there any nice column-resizing 
javascript deal available via uP 3.1 and if so could we include that in 
the portlet so that it could be used in both earlier and later versions 
of uPortal? %--> 
<table 
class="is-there-some-sort-of-standard-uportal-skin-class-that-should-be-used-here-that-might-add-a-border-or-similar">
 
<tbody> 
<c:forEach 
items="${selectedMailAccountDetails.stubs}" var="stub" varStatus="counter"> 
<c:set var="className">${ (counter.index 
% 2 == 0) ? 'portlet-section-body' : 'portlet-section-alternate'} 
${stub.seen ? 'mailportlet-read-message' : 
'mailportlet-unread-message'}</c:set> 
<tr class="${className}"> 
<td> 
<c:if test="${stub.flagged}"> 
<%-- am guessing maybe there 
are famfamfam icons for these, but then should resource-server be a 
requirement since it serves those in 3.1 or should they be included in 
the portlet to be compatible with older uPortal versions? --%> 
<img 
src="<%=request.getContextPath()%>/images/star.png"/> 
</c:if> 
<c:if test="${stub.answered}"> 
<img 
src="<%=request.getContextPath()%>/images/answered.png"/> 
</c:if> 
<c:if test="${not stub.flagged 
&& not stub.answered}"> 
<%-- it just looks bad when 
there are no flags on any messages. assuming this column have some sort 
of minimum width. --%> 
&nbsp; 
</c:if> 
</td> 
<td><span class=${stub.deleted ? 
'mailportlet-deleted-message' : ''}> 
<a 
href="${selectedMailAccountDetails.link}"><c:choose><c:when 
test="${empty stub.from}"><fmt:message 
key="noSender"/></c:when><c:otherwise><c:out 

value="${stub.from}"/></c:otherwise></c:choose></a></span></td> 
<td><span class=${stub.deleted ? 
'mailportlet-deleted-message' : ''}><a 
href="${selectedMailAccountDetails.link}"><c:choose><c:when 
test="${empty stub.subject}"><fmt:message 
key="noSubject"/></c:when><c:otherwise><c:out 

value="${stub.subject}"/></c:otherwise></c:choose></a></span></td> 
<td><span class=${stub.deleted ? 
'mailportlet-deleted-message' : ''}><a 
href="${selectedMailAccountDetails.link}"><c:choose><c:when 
test="${empty stub.received}"><fmt:message 
key="noDate"/></c:when><c:otherwise><c:out 

value="${stub.received}"/></c:otherwise></c:choose></a></span></td> 
</tr> 
</c:forEach> 
</tbody> 
</table> 

Thanks, 
Gary 


Gary Weaver wrote: 
> (sorry to cross-post, but I don't know where to send this) 
> 
> Am having a little bit of a dilemma working on the MailPortlet UI and 
> thought maybe someone could provide some guidance. 
> 
> * I want to use what I can of what standards I should from PLT.C CSS 
> classes of JSR-168, and am trying to make it utilize the classes as 
> defined in the default skin of uPortal 3.1.1 for reference 
> (skins/universality/uportal3/jsr168_portlet_spec.css) just to have a 
> better feel for what it would look like in the future if we were to 
> upgrade uPortal 3.1+. I know that these classes were also defined in 
> uPortal 2.5.3 skins, but I haven't looked at how those would look yet. 
> 
> * Those classes in the default skin of uP 3.1.1 at least seem to just 
> define background color, border color, change a few font sizes/bold a 
> few things, and do some light padding/margin changes. 
> 
> * Things like portlet-section-header, portlet-section-subheader, and 
> portlet-form-label aren't defining "display: block;" and therefore 
> also not defining margins/padding, so I'm unclear as to whether those 
> should be headers (h3, h4, ...) or label elements (all seem like they 
> should be headers I guess). 
> 
> * I need other CSS classes to make nice (list item) tabs across the 
> top of the main MailPortlet view 
> 
> * I need other CSS classes to do some better formatting of the table 
> containing the list of the most recent email messages for a specific 
> account (which has columns for flags, sender, subject, and date like 
> you'd expect in the main message list view a mail client) 
> 
> * It would be great (but not totally necessary) to have resizeable 
> columns in the table (so some standard javascript to assist with that 
> might be nice) or at the very least to have it defined the table 
> 
> My questions are: 
> 
> * Were there CSS classes that did that in the standard skins that came 
> with uPortal 2.5.3 (I'm looking through them now- not sure)? Do those 
> still apply for uP 3.1.1? 
> 
> * Could you point me at specific examples of portlets or other places 
> in uPortal 3.1.1 that do a good job (list item) tabs and grid/table 
> formatting like I'm talking about in a uPortal-skin friendly way? 
> 
> * What level of header should portlet-section-header, 
> portlet-section-subheader, and portlet-form-label be to have 
> consistency throughout portlets and if they should be labels, what 
> additional classes should be used if any to define that they should be 
> display:block and to define their margins/padding? 
> 
> * Do you think that ResourceServer should be a requirement for 
> portlets to display correctly from here on out, and if so, do you know 
> of anyone using it with older versions of uPortal? 
> 
> I completely understand that at some point the past has to be left 
> behind and newer portlets should only work with uPortal 3.1+, but for 
> those of us that want to contribute in such a way that portlets can be 
> used in both uPortal 3.1.1+ and uPortal 2.5.3, I want to make sure 
> that I'm defining things correctly and defining portlet-specific CSS 
> and/or reusing skin CSS in a way that is kosher for both environments 
> (at least for now, if it makes sense). 
> 
> Thanks! 
> 
> Gary 
> 


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