I count myself as someone who probably gets an above average amount of email (~250 messages/day) - I use the organize by thread frequently in the os x mail app, and don't miss having indentation - I think it's actually cleaner viewing the index without indentation, and for my purposes chronological order is good enough (and sometimes even better).

I do think it's important to be able to fairly easily switch between threaded view and unthreaded view.

my 2 cents' worth.

Cheers -

- Oren

On Feb 10, 2006, at 2:48 PM, Mimi Yin wrote:

Forwarding an IRC conversation with Alec and Grant about implementing sections.

Cast of Characters:
hamster         Mimi
alecf           Alec
gbaillie                Grant


Highlights...

What's done:
+ Sections are attached to column headers. Sorting a column = Sectioning by that column + Sections "Partition" the view which means that the Sections need to be defined in a way that does *not* result in one item living in multiple sections
+ Opening and closing sections

What isn't done: (Alec correct me if I'm wrong)
+ Sections look and feel
+ DnD between Sections
+ DnD to reorder Sections
+ Show and Hide Sections

What's going to take more work:
+ Making it so that empty Sections appear show up
+ Allowing for items to appear in multiple Sections
+ Discoverable UI to define new Sections

hamstar: gbaillie, is threading? as in email threads hard to implement?
hamstar:not taking into consideration, UI
alecf: typical UI for threading is hard, for what its worth
gbaillie: Well, given that we have a repository, it's probably not hard to do the back end. alecf: yeah, I'd think the bidirectional stuff would make that part VERY easy
hamstar: alecf (even if we re-use sections?)
hamstar:trying to sneak clusters into plausible dashboard
hamstar:VERY easy?
alecf: we could group by thread, that's true - but that's not a typical threading model, at least in my experience
hamstar:how so?
alecf:backend easy - just the backend :)
alecf: so you can group by thread which just shows all messages in a thread together
alecf:but threads have more information in them
alecf:i.e. which message is a reply to which one
hamstar:right and mebbe allows you to add to thread?
alecf:typically you would show indenting to represent the reply-to relationship
alecf:so grouping by thread, that would be pretty easy
hamstar:not in most mail clients though
alecf: what do you mean?
hamstar: what about adding to that thread or changing it's members
alecf: I think outlook is the only one that still doesn't do it
hamstar: apple mail doesn't do it either
alecf: but pretty much every other one I've ever used (Thunderbird, Eudora, Pine, etc) all do the indenting bit
hamstar: eudora really?
alecf: I'm pretty sure
gbaillie: hamstar, that was a very conscious decision on the part of apple designers[
hamstar: either way, i think not having it would be okay
gbaillie: eudora does almost anything you think of (you just have to find the right preference)
hamstar: don't get me started on their preferences
alecf: well anyway, so grouping by thread, easy :) full threaded display, hard :)
hamstar: alecf, what about the editing the thread?
gbaillie: yeah, it's kind of the archetype of prefs gone wild
hamstar: rearranging the order or adding to it
alecf: that probably wouldn't be bad - I mean if a thread is just another attribute on an item, we could easily group by that alecf: though as it stands right now, if an item could be a member of multiple threads, that's harder to group by gbaillie: order might require consultation with the irregularly shaped tofu dude alecf: i.e. right now grouping is the "partitioning" that I mentioned on the design list
hamstar: i saw tofu dood on the way to 21st amendment for beer
alecf: so if something belongs in multiple sections, that's harder
hamstar: oh i see
hamstar: okay well it would be a cool first step
bluekey: if i was using a nightly build from like two weeks ago is their any point in using 0.6.1? alecf: yeah, I can group by pretty much anything, as long as its a partition-style grouping rather than overlapping groups
hamstar: ok
alecf: In fact I'm working on date-grouping with semantic value - i.e. "Today" "Yesterday" etc
hamstar: oh cool
alecf: "Last week", "Last Month" etc
hamstar: i wish we had contacts so we could group who by relationship: family, work, etc hamstar: alecf, do you think overlapping sections is a possibility under phase 4 for 0.7? ie. experimental sections?
hamstar: also, what about defining new sections
alecf: overlapping sections - yeah, a "maybe" on phase 4
alecf: how would definition of new secitons happen?
alecf: I guess right now since sections are dependent on a particular grouping, I'm not sure about one-off sections
hamstar: alecf, you define a new thread and add things to it
hamstar: sort of like defining new attribute values (ie. a new triage status value) alecf: ah ok - makes sense. As it stands now, the display of each section is dependent on there actually being an item in the section - i.e. I look at the list of items in the display and determine the groups from that..
hamstar: oh i see
alecf: so anyhow, I don't think its out of the question to sort of force a stub section into the display, but its definitely harder than most of the other section work
hamstar: okay
alecf: and we may want to do that anyway if you're grouping on triage status and all your items are "now" - we'd certainly want a "later" section to drag/drop into even if you don't already have later items alecf: i.e. right now if everything is "now" and "done" then there is no "later" section.. doh! :)
hamstar: ahhh
hamstar: but if you marked something as later, then it would show up
hamstar: so we could possibly define new sections via labeling
alecf: exactly
hamstar: thread: new thread title
alecf: yeah, that would work
hamstar: cool okay
alecf: ok, I gotta run

On Feb 8, 2006, at 6:00 PM, Mimi Yin wrote:

On the whole, I think there are a wide variety of scenarios to consider and many different ways to activate, define and interact with "sections" in the table. The design process we're shooting for is to get enough of a basic table + rudimentary Triage workflow up and running that we can do some lightweight user exercises to help direct and narrow design possibilities for more advanced functionality. User interviews (which I'm starting this week) will also help.

See more comments in-line:

On Feb 6, 2006, at 4:46 PM, Alec Flett wrote:

Mimi Yin wrote:
A couple more scenarios/issue related to sections. Please submit your own!

===
User would like the ability to "divvy-up" the Triage sections into more fine-grain sections:
ie. Now versus Today versus Tonight...

I think the above and this:
===
Laying out your information in an organizational structure

There is also a bigger issue related to sections which has to do with the higher-level organizational needs some users have when trying to get a grip on large quantities of data.

Are very related - it really asks: are sections yet another way of grouping in chandler (I'm using grouping to mean groups with potential for overlap) or is it really more about partitioning - breaking large data into non-overlapping sections?

I guess I see sections and groups as more fluid. You may start out wanting a way to "break down" a large set of data (essentially chunk it down into more manageable pieces). However, how you chunk that information down may be very straightforward

1. ie. Who column chunked alphabetically: A-D, E-H, etc) OR

2. Personalized (ie. Who column chunked by relationship: Family, Friends, Co-workers, Management, Strangers) OR

3. Incredibly specific and semantically inconsistent (ie. Family, People I'm meeting with in the Next 2 weeks, People I've met with in the last 2 weeks, People I hate)
+ Family is a relationship type
+ The next 2 are defined in terms of time
+ The last is an emotion

I can see situations where all 3 would be useful. I can also see how you might start out with 1 and then tweak and customize them to the point where you end up with 2 or 3 AND/OR you decide to pull the "section" into the sidebar so you have easy access to it at all times.

The difficulty is that the UI affordances appropriate for 1,2 and 3 are potentially very different (as described in my last email.

Personally I look at Sections as the latter - partitioning. And this is consistent with some of the affordances you've mentioned before that sound really good - i.e. dragging something from one section to another unsets the attributes that caused it to be in one section, and set the attributes that cause it to be in the other section. More concretely, dragging an item from the "now" section to the "later" section turns the "triageStatus" from "now" to "later"

Just to play devil's advocate with myself though: If you try to "section" by the who column, you're sometimes "sectioning" by a list - try clicking on the "Who" column for some generated data - you'll see sections called <DBRefList:...> and so forth- because some Items' "who" attribute correspond to multiple people.

If we fix this to sort out the actual items in each list, you'll get non-overlapping sections. For instance I could have a mail message sent to "alec and mimi" - and another one sent to "mimi and david" and a third sent to "david and mimi" - so if we have sections for "alec", "mimi" and "david" you'd see two messages in each section for a total of 6 messages, even though there are only 3 messages in total.

In spite of this, I prefer some kind of partitioning rather than grouping - which means "today" and "tonight" are separate sections, as are subsections, and so forth. (And I'm not sure what happens to lists)

As an aside, I don't like the idea of sub-grouping at all because I think between the nested section headers and the items appearing at various "levels" as a result, its going to just clutter up the UI. I know that's kind of weak reasoning, but hey.. I'm welcome to alternates where subsection "headers" make up for that.

Hierarchies aren't inherently ugly, but it's hard work to make them visually appealing and comprehensible. But probably not something tackle for Plausible Dashboard?



Alec

For many people, the process of placing items into groupings and sub-groupings and sub-sub-groupings is crucial to their ability to understand the information they have and how new information they're receiving is relevant to them.

"Filing" essentially employs the "method of loci" technique Philippe posted an article about a couple of weeks ago...where people get a sense of the landscape of their information by arranging it or mapping it in a fixed location-based space:

+  http://news.bbc.co.uk/2/hi/health/3152502.stm
+  http://www.newscientist.com/article.ns?id=dn3181

It also allows people to "chunk things down" to a manageable number of groupings so that they can hold an "overall picture" of all of their information, in their head, in a single moment.

Some other people have also written in about how mind-maps are better for mapping information that's in your head onto "paper". See thread: http://lists.osafoundation.org/pipermail/design/2006- January/003892.html

These are all very real problems that are in some sense at the core of Chandler as an Information Management System and they're directly related to many of the Virtuality discussions we've had in the past.

If Folders and Hierarchy are a good model for a location-based filed systems...what kind of metaphor does Chandler need with our "new world" data model?

Unfortunately, I think these "Organizational Paradigm" issues need to be addressed in several *post* 0.7 planning design meetings and is a problem that is probably out of scope for this release.

Mimi

On Feb 2, 2006, at 10:21 AM, Mimi Yin wrote:

Features needed to establish a framework for the Triage workflow: (this is stuff beyond basic table)
+ Ability to define focus (Now, Later, Done)
+ Ability for users to tweak focus (Now, Today, Tonight, Later, Done) + Ability to "put" items on lists via Labeling (ie. @Juno, Project: Foo, Calls list)

User scenarios for Stage 2 Dashboard with "Sections":
===
Jim is in a meeting with Kario and would like to see both his @Kario list and the list of items he's been maintaining for each of the projects he and Kario work on together:
+ @Kario
+ Project: Learn Kanji
+ Project: Buy a notebook

Option 1 to meet this use case
+ Add these 3 lists to the sidebar
+ Overlay these 3 lists
+ Summary pane splits into 3 panes, 1 for each list with independent scollbars

Option 2 to meet this use case
+ Provide affordances to let user defined sections based on a mix of attributes in a single summary pane. Sections would *NOT* be tied to a single column.

Some sections might be:
+ Triage status: Now
+ Project: Foo
+ @ Karin
+ @ Work

===

SECTION BY COLUMN OPTION
+ Allow sectioning by any column displayed in the summary pane: Who, Date, Stamping columns, and any columns the user defines
+ User clicks on a column to section by that column

Some "Section by column" user scenarios
+ To aid in search and scanning
+ To view threads of items
+ To review all of your projects in a single view

Mimi

On Feb 2, 2006, at 10:06 AM, Mimi Yin wrote:

Forwarding an exchange about progress on Sections to the list...will follow-up with an email outlining the different "options" we're considering for sectioning the table in 0.7.


On Feb 1, 2006, at 5:16 PM, Mimi Yin wrote:

Wow, that was unexpected...just to clarify...I'm not proposing "no sections". I'm proposing that we use the sidebar as a way to show and hide sections. I was trying to get at the root of Mitch's proposal and looking for some other implementation ideas at the same time.

Maybe we can have a quick conversation about this after the staff meeting tomorrow.

Mimi

At 4:39 PM -0800 2/1/06, Alec Flett wrote:
Thanks Mimi -
From the engineering side, I've got an update: I've actually got a really really barebones implementation of sections in the table summary view.. here's a screen shot of it in action:

This may not look like much, but this demonstrates the plumbing required to make this happen. Specifically, the "section header" just makes each column in the header say "[Section: foo]" - and this is working for any arbitrary value at the moment, so what you see is sectioning by triage, but you can click on who/about and get sections based on them too.

What's left here:
1) drawing something better than [Section: foo] in each cell - we can probably rig something up pretty easily with attribute editors
2) making section rows exapandable/clickable/etc
3) lots of little odd bugs

I'm still not sure I completely understand Mimi's proposal, but I'll take that up on the design list.... but if sections as you wanted were, say, halfway there, would the alternative non-sectioned triage design still be relevant?

Alec


Attachment converted: Lamby:sections-basic.png (PNGf/ogle) (00059C26)



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