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Taming Complexity: Drupal 8 UX

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User experience improvements for content creators and site builders in Drupal 8.
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Taming complexity: Drupal 8 UX Drupalcamp Finland, May 2013 Roy Scholten @royscholten yoroy on drupal.org
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Page 1: Taming Complexity: Drupal 8 UX

Taming complexity:Drupal 8 UXDrupalcamp Finland, May 2013

Roy Scholten

@royscholten

yoroy on drupal.org

Page 2: Taming Complexity: Drupal 8 UX

Drupal UX

Drupal 6 usability tests: disaster!

Drupal 7 usability: fxed many basic critical flaws

Drupal 8 usability: hitting the really hard to solve issues

Page 3: Taming Complexity: Drupal 8 UX

Drupal 8 UX

Author experience

Site builder improvements

Mobile

Style guide

Process

Page 4: Taming Complexity: Drupal 8 UX

Author experience

Page 5: Taming Complexity: Drupal 8 UX

WYSIWYG!

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Edit in place

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Content creation page

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Page 13: Taming Complexity: Drupal 8 UX

Author UX

WYSIWYG

Edit in place

Content creation page

Page 14: Taming Complexity: Drupal 8 UX

Site builder tools

Page 15: Taming Complexity: Drupal 8 UX

Views in core!

Page 16: Taming Complexity: Drupal 8 UX

Modules, D7

Page 17: Taming Complexity: Drupal 8 UX

Modules, D8

Page 18: Taming Complexity: Drupal 8 UX

Translation UI

Page 19: Taming Complexity: Drupal 8 UX

Site builder UX

Views

Modules page

Translation

Page 20: Taming Complexity: Drupal 8 UX

Mobile

Page 21: Taming Complexity: Drupal 8 UX

Responsivetoolbar

Page 22: Taming Complexity: Drupal 8 UX

Installer

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Bartik & Seven responsive

Page 24: Taming Complexity: Drupal 8 UX

Mobile UX

Responsive toolbar

Bartik and Seven are responsive

Not yet 100% of admin UI: inline edit, drag&drop, feld UI…

Page 25: Taming Complexity: Drupal 8 UX

Seven style guide

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Needs work:

● Mobile issues

● Style guide

● Blocks UI

● Views UI

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Join UX team

● Groups.drupal.org/usability

● http://drupal.org/project/issues/search/drupal?issue_tags=Usability

● #drupal-usability in IRC

Page 29: Taming Complexity: Drupal 8 UX

Thank you!

Roy Scholten

@royscholten

yoroy on drupal.org

Page 30: Taming Complexity: Drupal 8 UX

Links, resources● Usability group – http://groups.drupal.org/usability

● Usability issues – http://drupal.org/project/issues/search/drupal?issue_tags=Usability

● Style guide proposal – http://groups.drupal.org/node/283223

● Style guide implementation – http://drupal.org/node/1953374

● Mobile issues – http://drupal.org/project/issues/search/drupal?issue_tags=mobile

● Views usability test – http://groups.drupal.org/node/267508

● Blocks UI – http://drupal.org/node/187525

● Spark – http://drupal.org/project/spark

● Content page research – http://groups.drupal.org/node/214898

● Content page designs – http://groups.drupal.org/node/217434

● Content page usability test – http://groups.drupal.org/node/229038

● Content page implementation – http://drupal.org/node/1510532

Page 31: Taming Complexity: Drupal 8 UX

Encore:UX process

Page 32: Taming Complexity: Drupal 8 UX
Page 33: Taming Complexity: Drupal 8 UX
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Page 35: Taming Complexity: Drupal 8 UX

How we work

Page 36: Taming Complexity: Drupal 8 UX
Page 37: Taming Complexity: Drupal 8 UX

Taming complexity:Drupal 8 UXDrupalcamp Finland, May 2013

Roy Scholten

@royscholten

yoroy on drupal.org

Page 38: Taming Complexity: Drupal 8 UX

Drupal UX

Drupal 6 usability tests: disaster!

Drupal 7 usability: fxed many basic critical flaws

Drupal 8 usability: hitting the really hard to solve issues

Page 39: Taming Complexity: Drupal 8 UX

Drupal 8 UX

Author experience

Site builder improvements

Mobile

Style guide

Process

Page 40: Taming Complexity: Drupal 8 UX

Author experience

Why is this important?

You work on a site a couple of months. Your clients might be spending years with the solution you delivered.

These people are getting more influence in choosing the CMS. Author UX is important!

Previous presentation mentioned that once in core, functionality freezes. That's why it's important that core provides good defaults, because it's likely not extended with contrib modules

Page 41: Taming Complexity: Drupal 8 UX

WYSIWYG!

Not news anymore, but yes, D8 ships with a wysiwyg editor.

This is a mixed blessing of course, but at least this saves some time in setting things up.

Up to you to apply it wisely.

Page 42: Taming Complexity: Drupal 8 UX

Edit in place

A basic general rule for good interaction design is to expose operations directly on the object that can be manipulated.

D7 introduced contextual links as a first step

D8 will have edit in place where not only the link but also the actual editing takes place on the object itself.

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Demo in firefox: customize teaser

Page 47: Taming Complexity: Drupal 8 UX

Content creation page

Edit in place is what it is: you edit existing content more easily.

Creating new content is something else. The content creation page is a very important interface for content creator. Obviously.

We spent a lot of time researching, designing, implementing an updated UI for this page

Page 48: Taming Complexity: Drupal 8 UX

I can tell some more about the design process later, to clarify how we get stuff done in core, but this is the design we ended up with and have been implementing.

Page 49: Taming Complexity: Drupal 8 UX

Author UX

WYSIWYG

Edit in place

Content creation page

So,

WYSIWYG, Edit in place, Content creation page.

This also means that things like configurable editorial workflows or content staging didn't really make it in core. Enough room for contributed modules to improve things!

Page 50: Taming Complexity: Drupal 8 UX

Site builder tools

Which brings us to another category of user interfaces.

And this is actually an important point to consider: it's crucial to know for which kind of role you want to improve things.

Design is about making trade-offs. No use to strive for perfection. Know that when you optimize for X, you are likely to make Y a bit harder to achieve.

Page 51: Taming Complexity: Drupal 8 UX

Views in core!

This means a big increase of useful functionality available out of the box. Talk about managing complexity

It also means we still have a lot to do to bring more consistency and efficiency to the user interface.

Usability testing showed that besides many parts of the ui are (needlessly) complex and wordy, the biggest issue is that it is not clear what you can actually do with it.

Anyway…

Page 52: Taming Complexity: Drupal 8 UX

Modules, D7

Ah, modules page. The page everybody loves to hate.

This is the D7 version.

- list gets very long, hard to find stuff. Dependency info clutters the page.

- Categories do not really help

This was a really tough page to redesign, lots of opinions and some of the issues can't really be solved.

Page 53: Taming Complexity: Drupal 8 UX

Modules, D8

I think this whole design process got some 1000+ comments across multiple issues.

The trick is to get a proposal into a patch, not only design

Usability test to provide data and prevent opinion wars.

Two fixes:- simpler first impression, less data up front- live filter to reduce the list

DEMO

Page 54: Taming Complexity: Drupal 8 UX

Translation UI

Translation UI and workflow has seen some changes as well.

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Site builder UX

Views

Modules page

Translation

This also means we did not:

- Redesign the Fields UI- Made building menus/navigation easier- Improve the Blocks UI significantly (but maybe)

Definately enough interesting challenges to work on for Drupal 9 :)

Page 56: Taming Complexity: Drupal 8 UX

Mobile

And of course, making the whole of the Drupal toolset work on smaller screens provides some interesting challenges.

Page 57: Taming Complexity: Drupal 8 UX

Responsivetoolbar

One big obvious flaw with D7 admin on small screens is that the toolbar breaks the layout completely.

A lot of energy went into making the toolbar work on small screens.

It works! The UX is not completely smooth yet. And it makes an excellent show case of the amount of admin page we have.

DEMO

Page 58: Taming Complexity: Drupal 8 UX

Installer

When discussing mobile use cases, you often hear the argument that people wont do this or that on a phone.

Maybe. But I think, if you 'can't imagine x or y, it's more often a lack of imagination then that the scenario is not feasible.

Maybe not now, but Drupal 8 is a tool for the next 4 years or so. And, as a framework, Drupal can't be too specific about what parts to leave out. Aim is to make 100% of admin responsive and usable on small screens.

Page 59: Taming Complexity: Drupal 8 UX

Bartik & Seven responsive

DEMO: Responsive tables

Page 60: Taming Complexity: Drupal 8 UX

Mobile UX

Responsive toolbar

Bartik and Seven are responsive

Not yet 100% of admin UI: inline edit, drag&drop, feld UI…

This also means we did not:

- Redesign the Fields UI- Made building menus/navigation easier- Improve the Blocks UI significantly (but maybe)

Definately enough interesting challenges to work on for Drupal 9 :)

Page 61: Taming Complexity: Drupal 8 UX

Seven style guide

Dedicated admin theme Seven introduced in D7. Big win, fixed one of the most fundamental critical usability issues.

But it needed to be extended to

Page 62: Taming Complexity: Drupal 8 UX
Page 63: Taming Complexity: Drupal 8 UX

Needs work:

● Mobile issues

● Style guide

● Blocks UI

● Views UI

Page 64: Taming Complexity: Drupal 8 UX

Join UX team

● Groups.drupal.org/usability

● http://drupal.org/project/issues/search/drupal?issue_tags=Usability

● #drupal-usability in IRC

Page 65: Taming Complexity: Drupal 8 UX

Thank you!

Roy Scholten

@royscholten

yoroy on drupal.org

Page 66: Taming Complexity: Drupal 8 UX

Links, resources● Usability group – http://groups.drupal.org/usability

● Usability issues – http://drupal.org/project/issues/search/drupal?issue_tags=Usability

● Style guide proposal – http://groups.drupal.org/node/283223

● Style guide implementation – http://drupal.org/node/1953374

● Mobile issues – http://drupal.org/project/issues/search/drupal?issue_tags=mobile

● Views usability test – http://groups.drupal.org/node/267508

● Blocks UI – http://drupal.org/node/187525

● Spark – http://drupal.org/project/spark

● Content page research – http://groups.drupal.org/node/214898

● Content page designs – http://groups.drupal.org/node/217434

● Content page usability test – http://groups.drupal.org/node/229038

● Content page implementation – http://drupal.org/node/1510532

Page 67: Taming Complexity: Drupal 8 UX

Encore:UX process

Page 68: Taming Complexity: Drupal 8 UX

Keynote showed Dries talking about distributions in 2006.

This is me sketching a UI pattern similar to what ended up as the new modules page design.

In 2009.

On the one hand, the pace of innovation is very high. At the same time it can years to change (improve) fundamentals

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How we work

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