Slicer3:Interface Design and Usability

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Working notes: Slicer3 GUI and its application interface:

Project goals

Design and engineer Slicer3 UI. Employ a user-centered approach and establish usability guidelines.

Project reporting

The scope of this effort is sorted into four categories: Engineering, UI design, Usability and Slicer3 branding. The subtasks of each category are itemized below and specific information about each category is located on the linked pages.

UI Architecture & Engineering

Tasks: (more detailed UI Architecture & Engineering information can be found here).

• design thin GUI layer, separate from the control logic and data model;
• design a model for representing the UI and managing local events;
• extend the model for handling remote events;
• design means of mapping KWWidgets onto that model;
• set priorities with Kitware involving extensions & modifications to KWWidgets;
• determine the api to application logic, used by GUI and by scripts;
• design set of base classes that give module developers an easy pattern to follow;
• develop guidelines for slicer base developers and module developers;
• design mechanism for centrally specifying look & feel (and permitting overrides);

UI Design & Prototypes

Tasks: (more detailed UI Design & Prototype information can be found here ).

• design overall look to Slicer3 application in keeping with core values;
• design look & feel applied to developer modules;
• design KWWidgets class to specify custom widgets for Slicer main app & modules;
• implement Slicer3 Application GUI
• design conventions for specifying global and module-specific keyboard accelerators;
• specify and document global keyboard accelerators;
• iterate on prototype(s) and present them for comments and suggestions;

Usability

Tasks: (more detailed Usability information can be found here ).

• determine which Slicer3 tools will require user studies and user testing;
• develop mechanisms for user feedback on usability issues.
• interview core user community members to investigate general and domain-specific usability issues, user requirements, technical requirements.
• consolidate and report what is learned for reference and use in design process
• test designs with members of the user community, analyze testing results & iterate
• develop and publish design guidelines to support usability and software consistency.

3DSlicer Brand

Tasks: (Slicer3 brand sketches can be found here ).

• fully express new 3DSlicer brand: design logo, splash screen, style sheets for web presence;

First steps: How to build a Slicer3 Module GUI

First, note that the GUI base classes may be refactored as Slicer3 develops; it's recommended that you check documentation periodically for new base class methods which may be useful. The figure below shows a current overview of the three classes a new module (called MyModule for example) will need to define (vtkSlicerMyModuleGUI, vtkSlicerMyModuleLogic and vtkMRMLMyModuleNode) and some of the methods those classes should include to utilize the Slicer3 infrastructure. These classes should reside in the slicer3/Modules/MyModule/ directory.

Deriving your GUI class: To create a Module GUI that expresses its interface in Slicer's shared UIpanel, derive your class (vtkSlicerMyModuleGUI) from vtkSlicerModuleGUI. For a Module GUI that expresses its interface in a different panel of the Main Slicer Window, or in a toplevel widget, derive vtkSlicerMyModuleGUI from vtkSlicerComponentGUI instead. Your GUI class will inherit application logic and MRML pointers, an API for setting and observing them, and a framework for defining MRML, Logic and GUI callbacks from its parent class. Specific mediator methods, other logic and MRML node pointers can be added to the module's class definition. Importantly, keep logic and MRML classes independent of the GUI to facilitate testing and command-line execution possible *without* instantiating the Slicer3 GUI.

Example: An early example to work from is the GradientAnisotropicDiffusionFilter Module; define all the widgets you need within the class and create Get Macros for each of them. Define the methods you need from vtkSlicerModuleGUI and its parent class vtkSlicerComponentGUI, including BuildGUI(); in this method, you'll first add a page to the class's UIPanel (for now, only create one page).

Two GUI styles

Two styles: Depending on whether you want a notebook-style GUI for your module (similar to the style used in Slicer2) or a set of stacked collapsible frames to contain different logical sections of your interface like "help" and "display", your BuildGUI() method can be written in one of two ways. The notebook style may be appropriate for modules with long logical sections within their GUI, to minimize the amount of scrolling required of a user. The collapsing style may be appropriate for modules that have numerous logical sections, since the amount of horizontal space across which a notebook would array them is limited. The way these two styles are expressed in Slicer3's GUI panel is shown below.

Collapsing style: The GradientAnisotropicDiffusionFilter Module example implements the collapsible style, first adding a single new Page in its UIPanel:

 this->UIPanel->AddPage ( "MyModule", "MyModule", NULL );

then creating a vtkSlicerModuleCollapsibleFrame widget for each logical section in the GUI, parenting each to the UIPanel's single PageWidget, then creating, configuring and packing them from top to bottom in the UIPanel's PageWidget. Each logical section's widgets can be organized inside each of the vtkSlicerModuleCollapsibleFrames. The superclass has some helper methods to construct consisten Help&About Frames across modules.

 //--- help and about frame
 const char *help = "MyModule does the following...";
 const char *about = "This work was supported by...";
 vtkKWWidget *page = this->UIPanel->GetPageWidget ("MyModule");
 this->BuildHelpAndAboutFrame ( page, help, about );

 //--- rest of the frames
 vtkSlicerModuleCollapsibleFrame *firstFrame = vtkSlicerModuleCollapsibleFrame::New ( );
 vtkSlicerModuleCollapsibleFrame *secondFrame = vtkSlicerModuleCollapsibleFrame::New ( );
 vtkSlicerModuleCollapsibleFrame *thirdFrame = vtkSlicerModuleCollapsibleFrame::New ( );
 vtkSlicerModuleCollapsibleFrame *forthFrame = vtkSlicerModuleCollapsibleFrame::New ( );
 ...
 //--- parenting the frames to the same UIpanel page
 firstFrame->SetParent ( page );
 secondFrame->SetParent ( page );
 ...
 //--- parenting widgets to the various frames
 this->widget2->SetParent ( firstFrame->GetFrame () );
 this->widget3->SetParent ( secondFrame->GetFrame () );

Notebook style: To create a notebook style GUI (as there is no example yet, a little code will be included here), a new Page must be added to the UIPanel for every tab in the notebook:

 //--- get a pointer to the KWUserInterfaceManagerNotebook
 vtkKWUserInterfaceManagerNotebook *nbm = vtkKWUserInterfaceManagerNotebook::SafeDownCast ( this->UIPanel->GetUserInterfaceManager());
 //--- help and about frame
 this->UIPanel->AddPage ( "Help&About", "Information about using this module", NULL );
 const char *help = "MyModule does the following...";
 const char *about = "This work was supported by...";
 vtkKWWidget *page = this->UIPanel->GetPageWidget ("Help");
 this->BuildHelpAndAboutFrame ( page, help, about );

 //--- pages for other frames
 int page1ID = this->UIPanel->AddPage ( "First", "Functionality for some logical piece of module", NULL );
 int page2ID = this->UIPanel->AddPage ( "Second", "Functionality for another logical piece of module", NULL );

 //--- enabling or disabling notebook tabs
 nbm->GetNotebook()->SetPageEnabled ( page1ID, 1 );
 nbm->GetNotebook()->SetPageEnabled ( page2ID, 0 );

Widgets to be packed within each notebook page are parented to the PageWidget:

 this->widget2->SetParent ( this->UIPanel->GetPageWidget ( "First" ) );
 this->widget3->SetParent ( this->UIPanel->GetPageWidget ( "Second" ) );

or can be parented to a widget already parented to the PageWidget. Then they themselves can be created, configured, and packed in the same manner as they are in the GradientAnisotropicDiffusionFilter Module.

Defining methods

Methods to define: Define the methods you require from vtkSlicerComponentGUI base class, like: AddGUIObservers(), RemoveGUIObservers(), ProcessLogicEvents(), ProcessGUIEevents(), ProcessMRMLEvents(), Enter() and Exit(); and whatever else your module needs. (Eventually, available modules will be automatically detected, but this is not yet implemented; then, the Enter() method will probably be made to call the BuildGUI() method. For now, instantiate your class in Slicer3.cxx and call its BuildGUI() and other methods, following the pattern for other modules established there.)

Adding and removing observers

Adding observers: In AddGUIObservers, add an observer on each widget whose events you want to process. When an event is observed, the ProcessGUIEvents() method is called via the GUICallbackCommand; define this class to propagate information from the GUI to logic and MRML. Though it is tempting, try not to use ProcessGUIEvents() to update the GUI state directly -- just modify the Logic state, and allow observers on the logic and subsequent processing in ProcessLogicEvents() and ProcessMRMLEvents() to bring that state change BACK into the GUI.

Removing observers: In RemoveGUIObservers, make sure you remove every observer you've added to widgets in the GUI before calling Delete() on your widget. Make sure you call SetAndObserveMRML() and SetAndObserveLogic( ) with NULL pointers in your GUI class destructor to remove all observers on MRML and Logic that you have created.

Adding and removing references

For convenience, you may want to define pointers to Slicer's MainViewer, or to the SliceViewers, etc. Before Delete() can be called on anything you are referencing, you'll need to release the references. (Failure to release references can result in vtkDebugLeak reports on Application exit). The virtual method TearDownGUI() (inherited from vtkSlicerComponentGUI) can be defined for this purpose. References may be released in this method, and you can also use this method to call RemoveGUIObservers() if you don't want to explicitly call that method.

Defining new widgets

Defining your own widgets: The framework for doing this is still evolving. Currently there are two types of new widgets, those defined as extensions to vtkKW (like vtkKWWindowLevelThresholdEditor.h/cxx) and those defined as Slicer-specific widgets, (like vtkSlicerSliceControlWidget.h/cxx, derived from the vtkSlicerWidget.h/cxx base class). The Slicer widgets have methods for putting observers on their widget components, Logic and MRML, and processing events as well. Thus GUI classes that instance them do not have to manage events for them if the widgets' methods are used instead.

Using Undo and Redo

Undo: Make sure you process those events that mark junctures at which MRML state should be saved for Undo/Redo (using MRML's SaveStateForUndo() method. For instance, when an entry widget's value has changed, before changing a parameter in the appropriate MRML node, make a call to the MRMLScene's SaveStateForUndo() method with that node as a parameter. Save MRML state at reasonable junctures: for instance, for scale widgets, save MRML state when the scale starts changing, rather than continuously as the scale changes. For an example of they way SaveStateForUndo() is called, see slicer3/Base/GUI/vtkSlicerSliceControllerWidget.cxx. A detailed description of how undo/redo works, and how to use it in your module is available here.

Adding the module to the rest of Slicer3

Other files you will have to touch: For now, to add your module to Slicer3, create a new instance of vtkSlicerMyModuleLogic and vtkSlicerMyModuleGUI in Applications/GUI/Slicer3.cxx, and follow the pattern used by the GradientAnisotropicDiffusionFilter module for now, until the framework is developed for Slicer3 to autodetect your module and do the right things. Then:

• create your own CMakeLists.txt file and your own vtkMyModuleWin32Header.h file following the pattern set by other Modules.
• add your module SUBDIR to the CMakeLists.txt file in the Slicer3/Modules directory above.
• to add your module to Slicer3, create a new instance of vtkSlicerMyModuleLogic and vtkSlicerMyModuleGUI in Slicer3/Applications/GUI/Slicer3.cxx, and follow the pattern used by other modules, like the GradientAnisotropicDiffusionFilter module.
• include relevant .h files in Slicer3/Applications/GUI/Slicer3.cxx, and
• specify your module's source and binary Include directories in Slicer3/Application/GUI/CMakeLists.txt
• and include your module in the CMakeLists.txt target link libraries

Add a module-switch in CMake

You can add an automatic on/off switch to the ccmake configuration GUI, which will make compilation and development for the user easier. To do this add the following to two CMakeLists.txt und the Slicer3.cxx files:

• add the following lines to your Slicer3/Module/MyModule/CMakeLists.txt

PROJECT(MyModule)

OPTION(MYMODULE "Do you want to build the MyModule?")
IF(MYMODULE)
... (Rest of the file)
ENDIF(MYMODULE)

• after this you have MYMODULE as a variable which says if your module is build or not
• but we want also to exclude the module library and our source in the Slicer3.cxx file if the module is not build
• in /Slicer3/Applications/GUI/CMakeLists.txt add the following directly above TARGET_LINK_LIBRARIES(...

IF(MYMODULE)
 SET(MYMODULE_LINK_LIB MyModule)
ELSE(MYMODULE)
 ADD_DEFINITIONS(-DMYMODULE_DEBUG)
ENDIF(MYMODULE)

• then add to the TARGET_LINK_LIBRARIES(...${MYMODULE_LINK_LIB}) instead of your previous entry
• the ADD_DEFINITIONS declaration adds a preprocessor symbol to the compile which we use to exclude our code from the /Slicer3/Applications/GUI/Slicer3.cxx
• just border your code in /Slicer3/Applications/GUI/Slicer3.cxx with the following:

#ifndef MYMODULE_DEBUG
...(your code/includes)
#endif

Miscellaneous

Helpful tips:

• Make the vtkModuleCollapsibleFrames which contain the major logical sections of your module members of your module GUI class and expose them through your API. Doing so helps other developers, who may want to offer a jump to your module's functionality, to programmatically raise your UIpanel and expand the frame they're interested in. This paradigm will help to promote fluid navigation of slicer's interface and the reuse of existing functionality.

User Interface Style Guide for Developers

Introduction

These following sections (work in progress) describe how to create 3DSlicer modules that conform to the application's look and feel and behave in a manner consistent with the rest of 3DSlicer. Provided is information on basic interface elements, advice on the effective GUI construction with the available widget set, and some recommended design principles that will help your module integrate well with the rest of 3DSlicer. These guidelines are also intended to enhance 3DSlicer's usability. Following the simple design philosophy outlined here will support the following important goals:

• Users will learn to use your module faster, because interface elements will look and behave in an expected manner across the application.
• Your module will have a nice look & feel that fits within the 3DSlicer environment.
• Your module will be accessible to users at all levels (novice, intermediate and expert).

Look and Feel

GUI Style: Try not to add style elements (like foreground and background color, font, relief, etc.) to the interface you create; let the options database (as set up by the vtkSlicerTheme class) specify the style for the widgets in your module so that all modules appear consistent within the Slicer3 application.

Confirm on Delete

Check vtkSlicerApplication::ConfirmDelete setting; if a user has requested to be presented with a confirm on delete, then give them that option.

Event Bindings

With respect to the specification of keyboard accelerators, please follow these three recommendations;

• Before assigning "hot-keys" to functionality, either in the main Slicer application or in a new module, please consult the table (and design plan) linked below to make sure the key is not already assigned.
• Across Slicer modules, try to use similar "hot-key" assignments for similar functionality; this consistency makes Slicer easier to learn.
• Once you assign "hot-keys" in your module, please add those mappings to the table for others to reference.

Event bindings planning and assignment .

Application Font

Verdana is the font chosen for the 3DSlicer brand.

Maintaining consistency of type is an important component of maintaining a coherent look and feel for 3DSlicer and any related or derived visual communications. Verdana was designed specifically to be read on a digital display; it is recommended that we use Verdana (or Geneva) wherever possible in 3DSlicer's web presence and online tutorial materials, and wherever reasonable and appropriate in formal printed materials.

Within the software, since it can't be guaranteed that these fonts will be widely available on all platforms, Helvetica or Arial should be used as a substitute. Slicer's theme sets the application font to be Helvetica 8 normal. Please avoid typefaces with serifs.

Icons

Icons can be a powerful way to represent complicated information within a small footprint on the GUI panel. They associate a visual image with data, state, or a particular operation.

• They should be easy to parse, convey a strong metaphor, and not require significant time for a user to interpret.
• They should be memorable so that a user can recognize them quickly in future sessions with your module.
• If an icon already exists within 3DSlicer to represent the data, state or operation you want to indicate, then re-use that icon (indicate visibility with the open/shutting eye, for example.)
• Note: if the concept is too difficult to represent with a picture, then a text label can always be used instead!

When designing icons, do bear in mind that it's possible to offend users with images that have cultural or polictal connotations. Even colors can have connotations for users in different parts of the world that may be surprising and unintended for the designer and developer. Generally speaking, it's useful to avoid images that contain:

• icons that depict only hands or feet
• images of animals
• maps containing disputed boundaries or region names.
• lists of countries that are not in alphabetical order.
• pictures of flags
• pictures of money

Slicer icon conventions

3DSlicer icons should all be of dimension 21x21 pixels.

Enabled or Enabled + Selected icons should have:

• a white background (r=255, g=255, b=255, or #FF FF FF)
• a black hairline along the perimeter (r=0,g=0,b=0, or #00 00 00).

Disabled or Enabled + Deselected icons should have:

• a grey background, value (r=230, g=230, b=230, or hex value #E6 E6 E6)
• a grey hairline perimeter of value (r=178, g=178, b=178, hex value #B2 B2 B2).

Downloadable blank icons:

These icon blanks are provided for download and use:

• Enabled or Enabled+Selected:
• Disabled or Enabled+Deselected:
• Enabled Menubutton:
• Disabled Menubutton:

Icons currently used in Slicer's Base

Below is a figure of icons currently in use in 3DSlicer. If the icon you need is already used in Slicer, we encourage its re-use in your own module (the visibility icon is a good example). However, if an icon is re-used, make sure you are using it to convey the same meaning/function -- icons shouldn't have different meanings in different places. Finally, make sure any new icons designed for a module don't duplicate ones already in use elsewhere in Slicer.

Colors: application palette

The draft slicer color palette is shown below (this palette will still evolve as the UI design evolves -- in particular to accommodate colors used in the final Slicer3 logo). Developers of code, web content and training materials are encouraged to make color choices for GUI components according to this palette, bearing in mind that some of the colors are linked with special meaning, such as error (red), warning (bright yellow), and system (mediumBlue) messages, and unsaved data in drop-down menus and selection boxes (warmMediumGrey).

	color	R	G	B	hex	use in slicer
black		0	0	0	#000000
white		255	255	255	#ffffff	GUI background
darkWarmGrey		96	94	83	#605e53
mediumWarmGrey		139	136	120	#8b8878	unsaved data ?
lightWarmGrey		205	200	177	#cdc8b1
warmGreyTint		238	232	220	#eee8dc
darkOrange		196	74	26	#c44a1a
brightOrange		224	111	19	#e06f13
brightYellow		231	209	62	#e7d13e	warning message code
yellowTint		238	214	128	#eed680	sag slice
darkCocoa		130	102	71	#826647
lightCocoa		179	145	105	#b39169
stone		224	195	158	#e0c39e
stoneTint		239	224	205	#efe0cd
red		195	46	15	#c32e10	error message code
brick		186	70	43	#ba462b
lightBrick		193	115	80	#c17350	axi slice
redTint		224	182	175	#e0b6af
darkGreen		68	86	50	#445632
brightGreen		104	143	66	#688f42
dustyGreen		138	165	111	#8aa56f	cor slice
greenTint		204	244	166	#ccf4a6
darkBlue		73	64	102	#494066
mediumBlue		98	91	129	#625b81	system message code
lightBlue		136	127	163	#887fa3	unsaved data?
slicerBlue		179	179	230	#b3b3e6

This prototype dialog box is an example of Slicer3's limited use of color coding:

Feature Requests, Resource Requests and Emerging Conventions

We are collecting feature, conventions and resource requests from users and developers. Appropriate entries from Slicer2's bug tracker will be periodically added to this repository also.

Working questions

• Getting correct render window size information from vtkKWRenderWidget (answer: yes, vtkKWRenderWidget::GetWidth() is actually its superclass' vtkKWFrame::GetWidth(), which is misleading, it's more a "requested width" kind of option. What you did by calling Tk is OK).
• First pack/unpack of Nav/Zoom widget interacting with scrollbar, making display flash (answer: fixed, update KWWidgets, in vtkSlicerViewControlGUI::PackZoom/NavWidget replace "-fill x -fill y" by "-fill none" if it is still flashing)
• Registry and window size (answer: investigating)
• Progress feedback (answer: vtkKWWindowBase::GetProgressGauge()::SetValue())
• Using registry (what application and module state is reasonable to save?) (answer: I would recommend: the last selected module, the collapsed state of "Manipulate Slice Views", "Manipulate 3D View", the layout (i.e. 1 over 3, or 2x2,etc), if the slice controls are collapsed or not).
• In the toolbar, the indicator should be off, and we could use a different image for the selected and unselected state of a button. Sadly, doing so still seems to make the button recess/shift when it is selected (answer: investigated this one thoroughly, there is sadly no work around that, it's a Tk problem unfortunately).

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