Ong Blog

TPEN Updating the transcription interface. Part 2.

The last blog covered a little bit about what challenge we laid out for ourselves in reworking the T-Pen Transcription interface. We set out to see if we could arrange and reorder the interface to be cleaner, easier to use, improve the access to the hidden tools, privilege the most used tools be more consistent in the tool functioning but not abandon any tool. In the last blog we talked about what we did to support transcription directly. In this blog we will talk a little about how we arranged our tools around transcription and we set the various tools at different distances from the transcription fiction but as a matter of physical layout and through different modes of interaction.

In the last blog we identified a variety of modes of interaction such as split screens, pop overs, redirects into management tools or simple buttons for tool selections. While the list of modes of interaction gave us the greatest opportunity to simply and refine the UX of the transcription tool it was not in the immediate way of reducing the number of ways the user could interact with the interface but rather what was being done with each approach and why. By doing this we were able bring tools together as a matter of their form and function but more importantly we were able to identify the distance the interaction put the user at from transcription and use that as way to give a hierarchy and order to the interface.

(un)Wrapping the Onion.
To organize our hierarchy we identified a series of layers (like an Onion), established the level of focus required for the scholar vis a vie the performance of Transcription and assigned the modes of interaction to support that. The closer to the center a function lies then the less distraction and easier it should be to use. We ended up with transcription, Close Focus/Keyboard, Near Focus/Split Screen and the outer layer of Distant focus/Option tab. 

 

Transcription
Transcription we didn’t change much. But we did add auto detect character set so with RTL characters the text box will adjust the presentation of those to show them correctly. This is part of our efforts to broaden the functionality of T-Pen in the coming years in response to requests for such support. We also developed a beta RTL variant that can be activated via the Option Tab but more on that in a later blog.

Close Focus/Keyboard
This is the layer closest to transcription and we placed those tools and features that would be most used during the act of transcription. Ease of view the image for instance. For an example we will use one of the tools mentioned in the last blog on this topic; Peek Zoom (CTRL Shift). This function makes the line being transcribed fit the width of the window. In many cases this means the line is enlarged and presented above the transcription tool. In some cases the line in reduced in size (if the window is narrower than the line for instance) but this means the whole line is visible so that it may help with context for the transcription of an abbreviation. By making this a key command it becomes something the user can do without breaking their focus on the translation. Thus we identified this function as needing to be close to the core function and enabled that through its vitiation via key command. Similarly, ‘special characters'(the first 9 characters at least) and ‘hide workspace’ have key commands to keep the users focus where it should be; on the transcription. We also have option ↑ and option ↓ to help savage lines quickly so as not break the transcribers flow. Although the special characters is not a perfect fit for key command as we will talk about later.

Near Focus/Split Screen
When transcribing in the traditional way the user would occasionally have to break that focus on transcription to check Cappelli or a dictionary, or picked up a magnifying glass to look at something more easily. The user begins to engage withe the manuscript at the more at the page level and less at the single line. In such cases the user disengages from the act of transcription but still remain engaged with parts or th whole of the presented page. The tools and features that fall in this layer can also reduce that tight focus on the act of transcription. We achieved this by using the split screen functionality for this layer. Resources such as dictionaries and Cappelli were already here. Split screen as a mode of interaction allowed us to clean up the interface too as there were a number of existing resources and tools that were split screen. To activate this mode required a mouse action but it didn’t matter either that happened by a button or a pull down. In moving to a pull down we were ablate clean up the interface as well as put related resources and tools together in the same place as well as reduce their visibility a little for that cleaner workspace. But we didn’t find that worked for some tools that made sense to be together but each was too small in themselves to be a single split screen and were in function a little closer to the core function of transcription than the resources in the split screen pull down. These we put together as Page Tools and set this out as a button rather than as part of the split screen drop down to bring the tools in contains a little closer to the user.

Distant focus/Option tab.
This layer is the one closest to the existing version of T-Pen in its form. This is for tow reasons the mode of interaction was very suitable for the the features and tools that fall in that layer but also because we were looking to update the transcription interface not the whole site and this represents the point at which the user is stepped away from the transcription completely and looking to administer the project as a whole rather than perform the act of transcription.

The exception(s) that prove the rule
There are a couple of tools that have not been mention in this blog post that don’t quite fit into these layers. Inspect, Characters and XML tags.
In terms of focus Inspect and XML tags fit into the Near focus zone of our onion.  Characters fits better in the close focus range. Characters, as we have already talked about has key commands mode of interaction for character insertion but there are two major demands that insist we do more than key command. Firstly in the classic version of T-Pen all the buttons could be viewable and secondly any character could be inserted by using the characters as buttons. This was case where if it not broken it is not in need of fixing. The same argument holds for the XML tags. Also the XML tags are more distant from the act of transcription. XML adds to and helps to erode the text but it is not transcription in itself. While many of our users use XML tags, the way in which they use them and the degree to which they use them varies greatly. The XML tags can be used as insertion of opening tag with a closing tag reminder in the bottom left of the text input box or as text highlighted and opening and closing tags inserted at the same time. In either case the user takes a hand off the keyboard to engage withe transcription in a different way that straight input.  This means to bring key commands to the XML tags would be complex, and reduce the ways in which the XML tags cam be inserted for what is a little gain for some users and a loss for a lot of others seems not to be worth the rope. the final rule breaker is inspect. Again the focus is near as the function is to allow the user to look more closely at a detail that the peek zoom or hide workspace options don’t help with so the user must again lift their hand, mentally and physically, away from the transcription to metaphorically and lift a magnifying glass. Putting this in the split screen doesn’t make sense as it burns the function amid resources when it it is not and it stands a little closer to the transcription than the split screen tools do.

All in all the new T-Pen interface is a mixture of changes, continuations and, we hope, clarity for our users.

Next time: Pages tools and getting more out of your images

 

TPEN Updating the transcription interface. Part 1.

The Center had the good fortune last year to work on an custom imbedded version of T-Pen for the New French Paleography website from Newberry Library. University of Toronto did a great job of building out the site while we turn the backend of T-Pen into web services to allow for more flexible versions of the front end transcription interface to accommodate Newberry’s needs and to better suit early modern French Paleography. This year we are able to bring those changes into T-Pen.org.

This constitutes the first major update to the interface since its launch and while long past due we were able to use feed back from the last five years to enable us to focus on the needs of our users. So building on that and the work we did for NewBerry we set to work.

Too Many Options. But you need them.
You can do a lot in the original T-Pen transcription interface but for many the first time was a confusing one with so many tools. Newberry wanted some of those tools and some new ones. So while we developed T-Pen(NL) we found ourselves thinking about those tools and their priority in the interface. We though about what we needed to change, add or even delete.  One thing we have come to understand over the lifetime of T-Pen is obvious: some tools are used a lot but some not so much. But that is only half of the equation for making changes, deletions or additions. The second part was why.

In the old interface all the tools are available (with the opportunity to add or edit a few in the project management interface). They are grouped in relatively arbitrary ways and with character and xml tags the transcription tool bar could expand quite a bit. There are also quite a few key command operated tools that many users never knew where there and we wanted to bring them forward enough to be noticed given the positive response we got when we demonstrated them. Another issue was that there were several ways the tools were interacted with: as split screens, pop overs, redirects into management tools or simple buttons for tool selections. These modes of interaction were not necessarily always implemented consistently. So we set out to see if we could arrange and reorder the interface to be cleaner, easier to use, improve the access to the hidden tools, privilege the most used tools be more consistent in the tool functioning but not abandon any tool. The first thing we did for this approach was to clearly mark out what we needed to privilege about all: transcription.

Transcription. Transcription. Transcription.
Transcription is the primary function of T-Pen. When is ceases to be of value for transcription it has no value. There are several strengths to T-Pen as a transcription tool. This covers a wide range of things but for the purpose of reworking the T-Pen transcription interface it is the facilitating of the act of transcription of a text. Everything else that T-Pen allows a user to do must be presented to the user as it relates to that act of transcription.

At its heart there are two things T-Pen does to aid in transcription; its presentation of the content to be transcribed and aiding the typing of the text. Transcription in T-Pen means typing on a keyboard (mostly). So to support that we needed to do what we could to keep the users hands on the keyboard. To help with this T-Pen has key commands like navigating lines by option ↑ and option ↓. We also reduced the space between the top of the Transcription tool and the text box. the first 9 special characters can be typed via CTRL with 1 through 9 to insert the character into the text. It was suggested us that we should have a preset collection based on common usage but given the unexpectedly wide variety of characters used as well as languages and character sets this proved unviable. The introduction of  basic Right to Left character support complicates that even more but does make an argument for dedicated or custom interfaces for different formats and languages. This kind of custom interface is something you will be hearing more of from us over the coming months but is something we have been thinking and planning for for many years and the conversion of our back end into web services is part of that long term objective. more on that in the coming months but for now this blog must return to its purpose. So back to transcription and presentation of the content to be transcribed.

One of the most influential elements on the quality of a transcription is the distance between the text to be transcribed and that is reflected in our placement of the Transcription Bar and its text box immediately below the line being transcribed. But we don’t stop there. We wanted to help the user take advance of the fact the image is a digital image and so we made Peek Zoom (CTRL Shift). This makes the line being transcribed enlarge to fill the width of the window so if your window is wide the line can get substantially bigger. While we have the Inspect button (allows you to magnify parts of the image) on the Transcription Tool Bar this quick key command doesn’t break the flow of transcription by taking the users hands off the keyboard. Similarly the Hide Workspace (ALT CMND) key command hides the Transcription Tool Bar for as long as the user holds ALT CMND which allows the user to look at other details of the image such as the next line to help with context to decode abbreviations or hard to read words on the line being transcribed.

But there are times when the User needs to take their hands from the keys and reach for the mouse and the next bog entry will go into details about how we figured out what should be where and why.

 

T-PEN Development Advance Post

Screen Shot 2015-11-10 at 11.20.06 AM

The Center for Digital Humanities is excited to announce the resumption of work of the T-PEN project (Transcription for Paleographical and Editorial Notation; t-pen.org). Since T-PEN launched in 2012 with generous funding from the Andrew W. Mellon Foundation and the NEH, there have been 1500 unique users working on 2000 projects. New feature development, however, has been unfunded and proceeded at a crawl. Thanks to an investment from the Saint Louis University Libraries and coordination with several smaller funding sources, we are now in a position to both develop a significant improvement to the existing application and begin work on the next version (3.0).

August 2018
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