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Go to start of metadata's a quick an dirty clean-up job to the basic flow for adding (building) a portfolio using templates.

As discussed, for now, I've toggles the "design your own portfolio" option. For now, the user is just presented with templates. However, the other option can easily be added into the UI. But I recommend you guys add a config script to toggle this.


  • Removed items that distracted the user from the task at hand (see 1. Before and 1. After)
  • Hid the "design your own portfolio" option
  • Simplified/humanized the language. Stopped using words like "template" or "forms"
  • Added helpful but concise descriptions
  • Recommended a step by step title indicator that does not break
  • Re-arranged the order in which some screens appear (see 3. Before and 4. Before)
  • Reduced the title, name, display name, presentation name chaos! I highly recommend you guys simplify this. One name is plenty. Let the user pick one name, and force the system to pick up the slack of unique identifiers or key field names. That stuff should all be invisible to the end user.
  • Reworked the "add items to your portfolio" screen. Now it is simpler and more scalable. If you look closely at 5a. After, you will that I have also suggested an option to <Add New> content that would deep link to a Wizard or a Matrix – or call up a FCKEditor directly. No need to first create content, then make a portfolio – just link them off and loop them back.
  • Implied the ability to add more than one form "item" to each portfolio template (See 5c. After).
  • Sharing is still incomplete, but will be drastically easier to understand and manage once done (see 7. After). Once a user selects the "Shared" radio, a DIV will slide open to reveal a simplified sharing UI.

*The screens are just a rough draft to facilitate discussion. There's much work to be done.. so please don't worry that these are the "new designs". They're recommendations for better usability. We can talk more and massage them into the screens you want if you don't like these."

I've numbered the screens in sequence. So just start with 1_before.png, then view 1_after.png, and so on.


Zip archive of all screens (Week 1)


  1. Nathan,

    Thanks for your work on these. They look like a vast improvement to me. A couple questions come to mind for you and/or others.
    On screen 1, if users have created portfolios or had portfolios shared with them, how would you envision this screen looking differently, if at all. I'm wondering if we're eliminating some options that are relied on heavily here by taking away the Hide option, in particular. I think it's important to note here that to date, the portfolio tool has been both a space to create a new portfolio and to view portfolios shared with you by someone else. Should these be presented in some way that makes this more obvious? I'm asking, in part, because in some of the early OSP designs, we thought about creating a portfolio studio - essentially the place where users would create new portfolios, and a portfolio gallery, the place where users would view and comment on other portfolios shared with them. I'd be interested to hear from anyone who has experience with this tool in production, whether users are confused at all by the the two types of activity supported here or whether it's relatively easy for them to understand given some ability to adjust what they can view when they begin to see tens of portfolios listed.

    On screen 2, I assume the listing here are by templates that the user has access to. My first thought is whether they'll be potentially confused by the naming of these if they have many surfaced at once. I'm also wondering whether templates will be confined to the site to which they relate or made available across the system as global templates for use in say an enhanced My Workspace portfolio tool. What do folks think about this? (I may not be up to date on how this is currently designed/working). Also, I'm wondering whether the Basic portfolio could become the free form portfolio at this point?

    On screen 7, I really like the simplification here and look forward to subsequent ideas on how we might simplify sharing by role which is overly complex in 2.5.

    Thanks again for your work on these.

    1. Hi Hannah,

      Yes, screen 1 will appear differently of course once there are sites in the user's list – those he or she created... and/or those shared with him or her. It will be easier to respond to "how" this will work once I get that screen together (smile)

      As for Screen 2 and template overload, I hope that each institution would be diligent about this issue and avoid offering too many templates to their users. I'm not sure if the templates should be site or deployment specific – what are the pros and cons for each?

      I'm not sure what you mean by "free form"? If you're referring to a template that uses a basic FCKeditor for its forms, then yes, I believe that's the idea. If you're referring to the "design your own portfolio option", I would advise against it. This option is not "basic" in any sense.

      Thanks for the words of encouragement (smile)

  2. I like the direction.
    One pain point that doesn't seem to be addressed is the ability to create a new piece of content or edit an existing piece of content from screens 5/5a/5b.

    1. Hi Sean,

      FYI – you're getting duplicate entries in confluence when you add comments.

      I've responded to this issues on your other post: