Enabling Persistence of Implicit Personalizations Across Sessions using MDS Carmen D’Arlach April...

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Enabling Persistence of Implicit Personalizations Across Sessions using MDSCarmen D’ArlachApril 3, 2009

Implicit Personalization

• Refers to changes users make through direct manipulation

For Internal Use Only 2

Column order Column hide/show

Column FreezeColumn resize

ADF Change Persistence Framework• Settings can be remembered for the duration of a session as well

as across sessions using MDS.• Turned on by a setting. No coding.

• Within session: No performance issues

• Across sessions: Performance issues

• Includes following set of component attributes


Tables/Tree tables are of most concern

General Recommendation

• Enable within session at the project level.• Selectively enable across session in particular tables/tree

tables.• General Guideline

• Turn it on if the page is used often and users will expect it. • Turn it on if the users have a very low tolerance, i.e. comp

workbench. • Factors to analyze (more details in following slides):

• Saved searches• Number of columns• Frequency of use & Tolerance of user• Admin customization• Domain knowledge

• But ultimately it is a strategic judgment call to be made by PMs based on user audience and domain knowledge.


Analysis

Saved Searches?

Saved Searches?

Large # of Columns?

Large # of Columns?

Frequency of use: daily or seasonal?


yes

no

yes

no

no

OffOff

OffOff

yes

Could be doneby Admin?


no

yes

Likely offLikely off


OnOn

•Saved searches include option to save the layout.•There is always a default saved search on opening the page.•Users can explicitly save the layout with their default saved search.•Seeded saved searches cannot be changed by end users.•User will have to create a new saved search and make it the default with the preferred layout settings.

Analysis

Saved Searches?

Saved Searches?

Large # of Columns?

Large # of Columns?



yes

no

yes

no

no

OffOff

OffOff

yes



no

yes



OnOn

• All columns in the table are not visible w/o horizontal scrolling at the target resolution• A View menu is supplied that allows end users to hide/show columns

Not neededNot needed

Potentially neededPotentially needed

Analysis

Saved Searches?

Saved Searches?

Large # of Columns?

Large # of Columns?



yes

no

yes

no

no

OffOff

OffOff

yes



no

yes



OnOn

• Frequency of use: if the user interacts with the table frequently and is likely to personalize the table

•Tolerance of user: if the user is likely to have a low tolerance for re-personalizing the table, either due to the time-consuming or complex nature of the personalization and/or long periods of time between uses which make it difficult to remember the settings.

For example, managers would have a low tolerance for re-personalizing the tables in Compensation Workbench each time they used it.

Analysis

Saved Searches?

Saved Searches?

Large # of Columns?

Large # of Columns?



yes

no

yes

no

no

OffOff

OffOff

yes



no

yes



OnOn

• There is a performance cost when each user makes individual personalizations.

• Explicit Composer Admin customizations for targeted groups are cached and are therefore cheaper.

• If the desired personalizations do not vary greatly from user to user, consider relying on Admin to make the changes for targeted groups of users instead of letting each user do it on their own.

Analysis

Saved Searches?

Saved Searches?

Large # of Columns?

Large # of Columns?



yes

no

yes

no

no

OffOff

OffOff

yes



no

yes



OnOn

• This decision tree is a guide to help PMs do the analysis.

• However, PMs do have to make the final call based on their knowledge of the domain.

How is this done?

• Project level• Enable User Customizations

for duration of session

• Individual table columns • DontPersist: selected filterVisible

• Persist: displayIndex frozen noWrap visible width

• Ongoing investigation• Ability for admin to enable/disable out-of-box

across-session persistence at customer site (Ted Farrel, Steve Miranda)

• Way to make it easier for developers to configure these settings (Ken Mizuta)


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Enabling Persistence of Implicit Personalizations Across Sessions using MDS Carmen D’Arlach April...

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