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Archive for February, 2011

Redesigning the Calendar

We’ve been looking at the calendar element of Engage for a while and considering how we could improve both its utility and its visual design. Currently, when you start getting multiple events on a given day the display starts to break. We wanted a clearer way to display busy calendars, but also to look at the fundamentals a bit more, could we refocus the page to make it more useful?

With this in mind we’ve taken a look at a number of options for improving the default styling for the calendar. None of these have been implemented, they’re just mockups at the moment, but they’ll give you an idea of the various approaches we could take. We’ve used some real data, as that gives an authentic example of how a calendar might appear. Actual look and feel for whichever option we decides to implement will be theme-able to your particular instance.

We’d love to have some feedback from you on these options.

Option 1 – Better columns.

This is by far the simplest option for the calendar, rather than scroll the individual boxes, allow them to expand for full viewing of a busy day. Combine this with a more solid vertical rhythm of the calendar text and it should be clearer to scan. This does mean the page will need to scroll if you have lots of events in a month and this makes the calendar lose its ability to give an instant overview as some items will be “below the fold”. It does result in a clearer listing and avoids wrapped text being hidden, as it is currently.

New calendar design showing full length columns.

Option 2 – Detail on hover

This option truncates the basic display to the first three events and provides a hoverstate that shows more detail. This allows for a more compact summary, that still gives a hint at event density. The disadvantage is that the full detail requires an extra interaction, and items appearing further don’t the list are not instantly visible and need to be browsed to.

New calendar showing hover-over view of detail

Although this example requires javascript for the hover state, the page is fully usable without.

Option 3 – Diary View

This option takes a broader view of the function of the calendar. Rather than trying to display every event, it breaks things down so that we have two panels. One panel for a smaller indicative calendar that acts as navigation and persists through pages. The other panel that shows a summary of the current days events, with both title and summary. This is more a diary view than a calendar view.

New calendar showing two panel diary view

This a big shift from the calendar with all events linked from the first page, but it has a number of distinct advantages. The first is a focus on the current day when you enter the calendar, allowing a clearer view of event summaries and current activities, especially useful when an events title is not self-describing. The mini-calendar also provides a stronger navigational element that gives a clear indication of the current day/month/year that you are browsing. The mini-calendar also gives you an indication of event density in a particular month, though not that of a particular day.

Assuming the default view of the diary is the current day, you would sometimes have no events to display. However, an empty day could be used as an opportunity to highlight other upcoming events.

Option 4 – Calendar Widget

This final option is a more dramatic shift from the previous calendar than the other options. It treats the calendar area as a widget that pans around the data. If you click the link for the next week, it slides in from the right rather than loading a new page. This reduces the initial information dump, and allows for a more desktop-like experience of browsing between weeks and months. The default view in this setup is also week-based, which offers a good compromise on showing lots of data without the page being overloaded.

New calendar showing slider widget

We can also make the process of paging nice and smooth by pre-loading the next and previous pages in the background. Again, this option requires Javascript, but in the event it isn’t present the system falls back to a more traditional link-based, page refreshing approach.

Where to go from here?

Each of these options provides for a different approach to making the data of the event calendar more digestible and cleaner visually, each with their own advantages and disadvantages. We’d love feedback on which you think would suit your users and the data you have on your systems best.

Talis Engage – Release to Preview

Talis Engage Release 21 has been deployed to the preview site, and is available for testing.
It will be deployed to live on 16th Feb 2011.

This release includes improvements to searching, new functionality to allow results to be easily printed, export and display improvements and some small bug fixes.

Broader and Narrower Subjects Display on Search Results
When a user selects a subject via the Browse page the results show any broader or narrower subjects as facets. These faceted subjects are now displayed in alphabetic order.
Improvements to Searching

Searching With Apostrophes

When searching for terms with apostrophes in, the apostrophe will be ignored. Therefore, searching for “Ardens” will produce the same result at searching for “Arden’s”.

Spelling Correction
When a search term returns no results the application will now attempt to suggest an alternative spelling for the search term entered. Where an alternative can be derived it will be displayed with the ‘Did You Mean:’ caption. The suggested value will display as a hyperlink and clicking on it will display the results for the suggested value. For example, searching for the term ‘organisation’ will yield a suggestion ‘Did You Mean:organisation ‘ if no results are found.

Print Search Results
There is now an option to print selected records from the results of a search. Each record displayed in the results set has an accompanying checkbox to allow it to be selected. In addition a ‘Select all’ checkbox is provided at the top of the results page. A user can now select any or all of the displayed records by checking the appropriate boxes. This selection is then ‘saved’ by clicking on the ‘Save Selection’ button at the end of the displayed records. Clicking the new ‘View & Print’ button will then display a page formatted for printing. The full details of the selected records will be included on the formatted page. The user can then click on the web browser print icon to print the results. A ‘Back to results’ link will allow a user to navigate back to the results page.
User Account Export
The users email address is now included in the csv file generated when an export of user details is performed.

Bug Fixes

Failing Suggestions
In some cases it was not possible for users to send suggestions about records that had no values in fields that had been added to the record type since the record was entered. This only applied to fields of type calendar, hyperlink and address that had been added to the record type and where the records had some role restrictions. This has now been fixed.

Index management
Previously when an index that had been used on a record type was deleted, it was not possible to assign an alternative index to the field. This has now been enabled.

Dead link Report Performance
The report failed to generate when too many dead links were found. This has been resolved.
To preview the new functionality before the full release, visit http://trial1.talis.com/engage, and log in as SysAdmin (password engage).
Any feedback or suggestions are welcome.