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Date:      Mon, 01 Sep 1997 11:41:53 +0930
From:      Mike Smith <mike@smith.net.au>
To:        John Fieber <jfieber@indiana.edu>
Cc:        Mike Smith <mike@smith.net.au>, "Jordan K. Hubbard" <jkh@time.cdrom.com>, Peter Korsten <peter@grendel.IAEhv.nl>, freebsd-chat@freebsd.org
Subject:   Re: sysinstall (was Re: Conclusion to "NT vs. Unix" debate) 
Message-ID:  <199709010211.LAA00270@word.smith.net.au>
In-Reply-To: Your message of "Sun, 31 Aug 1997 20:03:32 EST." <Pine.BSF.3.96.970831193929.307L-100000@fallout.campusview.indiana.edu> 

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(Sorry for the quote extent, I can't break this down without losing 
context...)

> On Mon, 1 Sep 1997, Mike Smith wrote:
> 
> > As an issue of curiosity, and for general review does the sequence :
> > 
> >  - step sequentially (in some hopefully logocal order) through all the
> >     required configuration dialogs
> >  - present the gathered information in summary form, with functionality 
> >    to jump immediately to a particular editing screen if a parameter is 
> >    found to be wrong (by the user)
> >  - offer a proceed/cancel selection
> > 
> > come closer to the ideal for the gather/review/confirm cycle?
> 
> I've seen this approach a lot, and the review is helpful but not
> sufficient.  Imagine an installation with 6 screens.  You make a
> mistake (or a poorly informed decision) on the second screen
> which you realize on the third screen. 
>
> With the above scenario, at the best, you must keep that error in
> mind as you proceed through the rest of the process to the review
> screen.  With fairly long installation process, it is easy to
> forget about some mistake made near the beginning, for example,
> realizing that you actually wanted a separate partition for
> /usr/local.  This is aggrivated by the density of relatively
> complex decisions that must be made during the install process. 
> In short, the fewer intervening events between realizing an error
> and correcting the error, the fewer steps involved and the more
> likely that the error will actually be corrected.

OK; we need more detail then.  If we consider the process through the 
configuration "screens" as being a set of steps along a path, with 
(possible) branches based on some input, and the summary screen at the 
end being, in effect, a description of the steps taken to get there, 
then the following actions make "sense" :

 - complete a screen and proceed to the next.
 - back up from a screen to a previous screen along the path, ie. 
   "oops".
 - return to a particular screen from the "summary" screen, with the 
   possible consequence that other subsequent screens may have to be 
   visited, and ultimately a new summary screen generated describing 
   the new path.
 
Please forgive my thickness; I've done quite a lot of UI work, but 
never been happy with my results, or any of the texts I've found on the 
topic.  Having a real-life example and some people that understand it 
is a great temptation to learn 8)

> At the worst, the mistake may result in taking a wrong fork in
> the installation process which cannot be carried through to the
> confirmation stage, thus requiring the user to abort the whole
> process and start over.

>From a logical/implementation viewpoint, looking at the "gather" 
process as a tree which can be traversed in any direction makes this 
possible; is it adequate from the conceptual/user point of view?

Microsoft and their "Wizard" stuff just uses the forwards/back model 
sans summary, and asks "are you happy" at the end.  I always felt that 
I wanted to know *what*exactly* I was agreeing to...

> Also, how does the user know that there will be a complete
> review/confirmation stage near the end of the gathering phase?
> The ability to review and correct at any point in the process
> will reduce anxiety about making mistakes.  

Is it adequate to mention the review-before-anything-happens facet 
early in the process, or is this likely to be ignored as you've 
mentioned before?

Thanks
mike






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