If there's one thing the last two versions of OS X, Lion and Mountain Lion, have shown us, it's that the iOS-ification of a desktop operating system comes with a few bumps along the road. Having worked on Mountain Lion for several weeks now, it's clear that working with files is an area of confusion. Something that Apple has largely removed from the mobile computing experience is still somewhat awkward in the desktop arena.

I like Mountain Lion, I do. As I did Lion. Each had their issues at the time of launch, but overall, they both brought refinement to OS X. File management underwent a few changes in Lion, and again in Mountain Lion. One item that was removed in Lion, the option to make a new document from an existing one using the File > Save As command, was purportedly coming back in Mountain Lion. And the users rejoiced.

But the last week brought reports that Save As actually didn't work as expected. In fact, it saved changes to both the original file, plus the new copy you created. That was a surprise — I hand't noticed this is my own usage when I upgraded. This got me poking around, documenting a few things that I had noticed while working, but hadn't investigated further (Half way through writing this post, I came across Matt Nueburg's summary of this topic. He's an expert, so go read his findings).

There are four aspects of Mountain Lion that made me pause:

iCloud Integration

It's no surprise that iCloud has evolved on the desktop. In Lion, it started with the syncing of contacts, calendars and email accounts. With Mountain Lion, it made sense to move on to files. After all, it's available in iOS, right? Apple's focus on cloud computing means iCloud is the centre of your digital universe, and even though they started this path focused on media (photos, music, movies), hindsight shows us that Steve & co were focused on meeting all your needs from the beginning.

The opportunity for confusion here comes with the underlying concept. On iOS, there is no file system — not from the user's perspective anyway. But with OS X, the file system is very much a key aspect of the user experience. At least, it has been up to now.

For more technical users, there may not be any issues at all. We understand the concepts and we can navigate the interface even when it's unfamiliar. But what about the normals? I know my parents will experience some confusing moments, because I had a few myself. The first time I saved a Pages document to iCloud, I couldn't find it when I wanted to work on it the second time. Why? Because my habit is to open the Finder or use LaunchBar to open a file, not the application itself. Since iCloud file storage is not treated like a folder in OS X, I couldn't find it. Once I remembered I had saved it in iCloud, I opened the app, used the new file dialogue and got to work.

This is not necessarily a problem with Mountain Lion itself. It's just that years of working with a file system have resulted in habitual usage. And this is not only true for me, but for my less technical parents. And so I predict some confusion as people adjust to the changes.

The New File Location Dialogue

Another area of potential confusion is the new dialogue box introduced in Mountain Lion. It opens up when you launch an iCloud-integrated application like Pages or Numbers, giving you the option to open an existing file from either iCloud or the local file system.

The new file location dialogue in Mountain Lion

In and of itself, this is not confusing if you know the file you're looking for and where it's located. But what about new files? There's button on the bottom left titled New Document. Click this and a file opens. So far, so good. The confusion comes when you hit command+S to save for this first time. From there you're giving another dialogue, but this time it's not the iCloud-focused dialogue. Rather, it's the more familiar Save dialogue box, which allows you to name the file and choose a location to save it.

Save Dialogue

And regardless of the location that was displayed with the previous dialogue box, the second one defaults to iCloud, but with an available drop down that allows you to choose another destination.

Dropdown options with Save

If you have decided to work completely with iCloud, this may not cause confusion for you. But if you prefer the local file system, having two dialogues that present different locations can be slightly jarring.

Varying Application Behaviour

These new behaviours can be further confused when mixed it with varying applications. Many popular apps are not iCloud compatible. And so the behaviours displayed by an iCloud integrated application are not available with a non-iCloud app. A good example is Microsoft Word. When working with a Word document, typing Command+Shift+S brings up the old, familiar save dialogue, operating exactly as Save As did back in Snow Leopard.

Old Save As dialogue

This will be an issue for a less technically inclined user regularly using apps of each variety, switching back and forth between the two behaviours.

The New Save As Behaviour

As mentioned above, Save As is back, but it's a little different than it's predecessor. For one, it isn't visible in the File menu unless you hold down option. Secondly, as mentioned above, the original file will be altered when Save As is invoked in certain scenarios. Please note the distinction I make, which is different from the statement that got me looking into these behaviours in the first place.

The original statement was that the Save As option always modified the original document as well as the new version that is created with the Save As command. Funny thing was, I could not recreate the issue when I tried to. The reason why is because of my process — when I get to a point where I realize I need a new document, I tend to save manually, a habit created and enforced over years. Once I decide to create a new copy, I invoke Save As immediately. I do it before I add any additional changes, meaning that on the next Save of my new document, those changes are not included in the original version.

I can only assume that Apple's developers had good intentions and this workflow seemed logical:

Blue = Original File, Orange = New File

  • Original file
  • Add content
  • Both files updated on Save As
  • Add content
  • New file updated on Save

The issue is that people expect the following workflow and anything else seems illogical:

  • Original file
  • Add content
  • new file updated on Save As
  • Add content
  • New file updated on every consequent Save

It's a small difference, and one dependant on a users workflow. Overall, I agree with the criticism; the behaviour is not intuitive and will only cause confusion.

One other aspect that can confuse the less savvy user is that the keyboard shortcut for Duplicate is CMD+Shift+S. That's the same keyboard that used to trigger the Save As functionality in versions of OS X before Lion and I even fell for it. With my first few tests, habit kicked in and hit the familiar keyboard combination (familiar because I still use apps that use this combo for Save As). It took me a moment to realize the resulting animation and behaviour was from the Duplicate option, not Save As.

Speaking of animations, I find many included in Mountain Lion (and Lion) to be extraneous and unnecessary. But in the case of Duplicate, it makes sense. You hit that keyboard command and a new copy of the file pops out of the original. Even if the keyboard shortcut mnemonics don't add up, the visual indicators do.

Overall, I like the changes in the past two iterations of OS X. I need to tweak my habits slightly, but the overall benefits of a full-blown iCloud integration have been fantastic for me. Notes & Reminders, Contacts & Calendar, and email are essential to this set up. But I have also been pleasantly surprised by the amount I've used the file storage aspect.

Despite the issues listed above, I feel the advantages outweigh the confusion. If you haven't made the upgrade yet, go and get it.