--- name: progressive-disclosure description: Use when designing interfaces with complex functionality, settings panels, or expert features. Covers layering information so beginners aren't overwhelmed and experts aren't held back. --- # Progressive Disclosure Show users what they need when they need it. Hide complexity until it's relevant. Let depth feel like discovery, not burden. ## Evidence Tiers ``` [Research] — Peer-reviewed studies, controlled experiments [Expert] — Nielsen Norman Group, recognized UX authorities [Case Study] — Documented examples from major products [Convention] — Industry practice, limited formal validation Multiple tags = stronger evidence: [Research][Expert] Mixed findings noted as: [Research — Mixed] ``` --- ## Research Foundation **[Research — Limited]** Carroll and Rosson (1987) developed the "training wheels" approach, hiding advanced functionality to help novices succeed. However, they noted that **empirical evidence for progressive disclosure effectiveness is limited**. From Carroll & Rosson (1997): "No empirical evidence exists regarding the effectiveness of progressive disclosure." **What we do know:** - **[Research]** Miller's Law (1956): Working memory holds ~7±2 items (some modern research suggests ~4 chunks) - **[Research]** Cognitive Load Theory (Sweller, 1988): Reducing extraneous load improves learning - **[Expert]** Nielsen Norman Group recommends progressive disclosure for improving learnability, efficiency, and reducing errors **Honest assessment:** Progressive disclosure is widely accepted as good practice, but rigorous controlled studies are sparse. Most evidence comes from case studies and practitioner experience. **Source:** [Nielsen Norman - Progressive Disclosure](https://www.nngroup.com/articles/progressive-disclosure/) --- ## The Depth Hierarchy **[Expert]** Structure complexity in layers: ``` ┌─────────────────────────────────────┐ │ Layer 1: Essential (always shown) │ ← What 80% of users need ├─────────────────────────────────────┤ │ Layer 2: Common (one click away) │ ← Frequently used options ├─────────────────────────────────────┤ │ Layer 3: Advanced (discoverable) │ ← Power user features ├─────────────────────────────────────┤ │ Layer 4: Expert (documented) │ ← Edge cases, configs └─────────────────────────────────────┘ ``` Users should be able to operate entirely at Layer 1. --- ## Core Patterns ### disclosure-1: Default to Simplicity **[Research]** Supported by cognitive load theory. Fewer visible options = less extraneous load. **Overwhelming:** ``` ┌─────────────────────────────────────┐ │ Name: [________] │ │ Email: [________] │ │ Phone: [________] │ │ Address: [________] │ │ [14 more fields...] │ └─────────────────────────────────────┘ ``` **Progressive:** ``` ┌─────────────────────────────────────┐ │ Name: [________] │ │ Email: [________] │ │ │ │ [+ Add more details] │ └─────────────────────────────────────┘ ``` Ask: "What's the minimum to accomplish the task?" ### disclosure-2: Experts Can Skip, Beginners Can't Be Lost **[Convention]** Design for two paths through the same interface: **Beginner path:** ``` Step 1 → Step 2 → Step 3 → Done [Clear linear flow with help text] ``` **Expert path:** ``` [Jump directly to any step] [Keyboard shortcuts] [Collapse help text] ``` ### disclosure-3: Expand In-Place **[Convention]** When revealing more, don't teleport users to new screens. **Disorienting:** ``` [Click "More options"] [New page loads] [Click back to return] ``` **Smooth:** ``` [Click "More options"] [Section expands below] [Click again to collapse] ``` Spatial memory matters. Users remember *where* things are. --- ## High-Impact Patterns ### disclosure-4: Smart Defaults Reduce Choices **[Research]** Related to choice overload research. Iyengar & Lepper's jam study showed too many choices can paralyze decision-making (though effect size is debated in meta-analyses). ``` // No default — user must choose Date format: [dropdown with 15 options] // Smart default — user can change if needed Date format: [MM/DD/YYYY ▼] (based on locale) ``` ### disclosure-5: Contextual Revelation **[Convention]** Show options when they become relevant, not before. **Too early:** ``` [Shows "Export options" before user has created anything] ``` **Contextual:** ``` [User creates something] [Export options appear] ``` ### disclosure-6: Search as Escape Hatch **[Convention]** For complex interfaces, search lets users skip the hierarchy. ``` [User knows what they want but not where] [Presses ⌘K] [Types "export pdf"] [Jumps directly to feature] ``` Search is disclosure for experts. --- ## Case Study: GOV.UK Bank Holidays **[Case Study]** The UK government's GOV.UK redesigned their bank holiday page based on user research: **Before:** Busy page with all bank holidays, multiple regions, historical data **After:** Single upcoming bank holiday prominently displayed, details below User research revealed most people wanted one thing: the next bank holiday date. **Source:** [GOV.UK Design System](https://design-system.service.gov.uk/) --- ## Patterns Reference | Pattern | Use When | Evidence | |---------|----------|----------| | **Accordion** | Related sections, one open at a time | [Convention] | | **Expandable rows** | Tables with detail views | [Convention] | | **Tabs** | Parallel categories, similar importance | [Convention] | | **Drawer/sidebar** | Secondary content needs space | [Convention] | | **Modal** | Focused subtask, temporary context | [Expert] NNg | | **Tooltip** | Brief explanation, no interaction | [Convention] | | **Popover** | Small interactions | [Convention] | --- ## Myths & Debunked Patterns ### MYTH: The Three-Click Rule **Status:** Debunked **Origin:** Jeffrey Zeldman's *Taking Your Talent to the Web* (2001) — no data provided **The claim:** Users will abandon tasks if they can't complete them in 3 clicks. **What research shows:** - **Joshua Porter (UIE, 2003):** Analyzed 44 users, 620 tasks, 8,000+ clicks. Found **no dropoff after 3 clicks** and no decrease in satisfaction. - **Jakob Nielsen:** Found a site where moving products to 4 clicks from homepage **increased findability by 600%** over the 3-click version. **Why it persists:** It's simple, memorable, and sounds logical. But click counting ignores cognitive factors like information scent, clarity of options, and confidence in progress. **What actually matters:** Each click should make users feel closer to their goal. Strong information scent beats low click counts. **Sources:** - [Nielsen Norman - 3 Click Rule is False](https://www.nngroup.com/articles/3-click-rule/) - [UX Myths - All Pages in 3 Clicks](https://uxmyths.com/post/654026581/myth-all-pages-should-be-accessible-in-3-clicks) --- ### NUANCE: Above the Fold **Status:** Partially true, often overstated **Origin:** Newspaper terminology, adapted to web in 1990s **The claim:** Users won't scroll; everything important must be above the fold. **What research shows:** - **Eye tracking (NNg):** 57% of viewing time is above the fold (down from 80% in 2010) - **The fold effect is real:** 102% more attention to 100px above fold vs 100px below - **But people DO scroll:** Chartbeat found 66% of attention on media pages is below the fold. ClickTale found 76% of pages get scrolled. **The nuance:** The fold matters for *initial* engagement, but it's not a hard boundary. Users scroll when: - Content above signals value below - There's no "false bottom" (design that looks like the page ends) - Information scent is strong **Guidance:** Put your most important content and value proposition above the fold, but don't cram everything there. Design to invite scrolling. **Sources:** - [Nielsen Norman - Scrolling and Attention](https://www.nngroup.com/articles/scrolling-and-attention/) - [Nielsen Norman - The Fold Manifesto](https://www.nngroup.com/articles/page-fold-manifesto/) --- ## Key Sources - Miller, G.A. (1956). The magical number seven, plus or minus two. - Carroll, J.M. & Rosson, M.B. (1987). The paradox of the active user. - Sweller, J. (1988). Cognitive load during problem solving. - [Nielsen Norman - Progressive Disclosure](https://www.nngroup.com/articles/progressive-disclosure/) - [Interaction Design Foundation - Progressive Disclosure](https://www.interaction-design.org/literature/topics/progressive-disclosure)