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WHAT IS USABILITY TESTING?
WELL, WHAT IS USABILITY?
“Usability really just means making sure that something
works well: that a person of average (or even below average)
ability and experience can use the thing - whether it's a Web
site, a fighter jet, or a revolving door - for its intended
purpose without getting hopelessly frustrated.”
                                                (Steve Krug)
USABILITY TESTING
Testing is a technique to ensure that the intended users can
perform the intended tasks efficiently, effectively and
satisfactorily. Without frustration!
WHAT TOOLS ARE AVAILABLE?
 Surveys
 Interviews
 Eyetracking studies
 Usability testing
 Online testing tools
SURVEYS
Allow users to review the site.
Distribute surveys.
Ask them to answer questions

         Survey
INTERVIEWS
Allow users to review the site.
Make user comfortable.
Ask users questions.
See handout.
        Interview
EYETRACKING STUDIES
EYETRACKING AND THE EYE
Eyetracking is following the trail of where a person is looking.
Equipment can be built into the computer.
Eyetracking software keeps track of what’s on screen while
user is looking at it.


  How does it work?
FIXATION
When the eye is resting on something.
Last between one-tenth and one-half.
Red spots are fixations.
SACCADES
The eye’s rapid movements from one fixation to the next.
Last between one-hundredth and one-tenth of a second.
Thin red line connecting the dots are saccades between
fixations.


  Eyetracking Study
HEAT MAPS
Visualization technique for eyetracking studies.
A color-coded screenshot that shows the user’s fixations.
Red: where users looked most.
Yellow: indicate fewer fixations.
Blue: indicate least view areas.
Gray: no fixations.                 Facebook Heatmap
F - PATTERN
BANNER BLINDNESS
USERS FOCUS ON FACES
USERS FOCUS ON FACES
USABILITY TESTING
Series of tasks for participants to perform on an actual
website or prototype.
Tasks are formulated from user and business goals.
Measures the success of failure of a design.
What you need?
Pen and clipboard, computer with Internet connection,
perhaps a tape recorder.
STEPS
#1 INTRODUCTION (5-10 MINS)
Make participant feel comfortable.
Let them know they can have a break any time.
If video taping, get permission.
Ask questions about them – include demographics,
occupation, education level, Internet experience.
Explain equipment if necessary.
Assure them that there is no right or wrong.
#2 TASKS (10 - 15 MINS )
Be sure to read the task aloud.
Encourage participant to think aloud.
Have a written version that you leave in front of the user.
DO NOT HELP THE USER THROUGH THE TASK.
No small talk!
TECHNOLOGY
Morae®: A recorder that captures onscreen activity of the
user’s computer and a camera video of the user.
Creates a synchronized index of events occurring behind the
scenes in applications and in the operating system.


    Morae Website
COMMON ERRORS
Strategic Errors - premature testing, not enough time or
will to make changes.
Inadequate Planning - do a pilot test to uncover problems
with plan and materials.
Read script aloud.
Allow enough time between test sessions (minimum 30
minutes)
COMMON ERRORS
Poor Task Design - test core functionality and areas
identified as problematic.
If scenarios were used, convert into tasks to ensure key
interactions are studied.
Accidental Revelation - revealing too much. Watch your
language.
Unprofessional Demeanor - need to be professionally
detached and neutral. Don’t finish user’s sentence!
TEST PARTICIPANTS
Get representative users - Craig’s list, LinkedIn,employment
agencies, market research agencies.
Use questionnaires to screen.
Offer incentives.
Send reminders.
ENVIRONMENT
TEST PARTICIPANTS
Schedule 5 - 8 users.
Only need 5 - account for no shows, botched tests.
Test up to 3 groups of 5 - 1 test after iterations made.
http://www.xperienceconsulting.com/en/research/lab_usability_test.php
http://happyuser.xperienceconsulting.com/tag/test-de-usuarios/
http://usit.com.au/introducing-cider-or-why-i-dont-like-the-term
USING THE DATA
USING THE DATA
Transform both qualitative and quantitative data to make
recommendations
QUANTITATIVE DATA
Any information that can be measured:
Ease of use
Satisfaction
Verbal descriptions of people’s experiences
Examples: The time it takes to complete a task, or the
completion rate of a task.
QUALITATIVE DATA
Information that requires interpretation
Identifies trends or categories of user’s behavior
Example: How well users can complete a task
Where they are encountering problems
Level of frustration
COMB THE DATA
FROM INTERVIEWS
 Preferences
 Needs
 Stories
 Current Behaviors
 Pain Points
 Satisfaction Level
FROM USER TESTING
 Success
 New Behaviors
 Usage Patterns
 Pain Points
 Time to complete
 Assists required
ONLINE TESTING
 TESTING SITES
 - Usabilla
 - Infomaki
 - Chalkmark
 CARD SORTING
 - Optimal Sort
 - XSort (desktop app for Mac)
 NAVIGATION TESTING
 - Treejack
 - Five Second Test
ORGANIZING THE DATA
Organize the data into categories or findings.
Find themes and put in table.
AFFINITY DIAGRAMS
Organizes items into common themes.
Helpful when you have a large amount of data.
You have many facts or ideas in apparent chaos.
When issues seem too large and complex.
When group consensus is needed.
AFFINITY DIAGRAMS
 1. Record each idea on sticky note and layout on wall
 2. Look for groups
 3. Repeat till all notes are grouped
 4. If a note seems to belong in two groups, make a second note
 5. Discuss patterns and reason for groupings
 6. Find headers
SPREADSHEETS
Use to track stories, needs, pain points, successes
Provides Quantitative layer over Qualitative information
More difficult to collaborate than affinity diagrams


        Example
WORKSHOP # 1 - USABILITY TEST
  Please break into twos. Person A tests Person B
  Follow format:
  Orientation
  Tasks - read aloud to participant
        - careful not to “help”
        - be sure to ask about expectations
        - let mistakes happen
  Debriefing
WORKSHOP # 1 - USABILITY TEST
  Anything surprise you?
  Any new insight?
  Anything go wrong?
  Was the site used in a way that you did not expect?
  Did you discover any usability problems?
WORKSHOP # 1a- USABILITY TEST
  Please break into twos. Person B tests Person A
  Follow format:
  Orientation
  Tasks - read aloud to participant
        - careful not to “help”
        - be sure to ask about expectations
        - let mistakes happen
  Debriefing
WORKSHOP # 1a - USABILITY TEST
  Anything surprise you?
  Any new insight?
  Anything go wrong?
  Was the site used in a way that you did not expect?
  Did you discover any usability problems?
DESIGNING FOR WEB USABILITY
USER EXPERIENCE
"User experience isn't a layer or component of a product or
service. It's really about the design of the whole systems and
their interconnections."
- Andre Hinton, Senior IA at Vanguard
WHY TEST?
If a user can’t find a product, they won’t buy.
If they can’t find what they are looking for, they will look
elsewhere.
The holder of the mouse rules!
NAVIGATION & WAYFINDING
NAVIGATION
“Navigation isn’t just a feature of a website, it is the web site,
in the same way that the building, the shelves, and the
cash register are Sears. Without it, there’s no there there.”
-Steve Krug
WAYFINDING
Coined by Kevin Lynch in The Image of the City, 1960.
Describes the elements that allow us to navigate successfully
in cities and towns.
4 CORE COMPONENTS
1. Orientation: Where am I now?
2. Route decisions: Can I find the way to where I want to go?
3. Mental mapping: Are my experiences consistent and
   understandable enough to know where I’ve been and to
   predict where I should go next?
4. Closure: Can I recognize that I have arrived in the right
   place?
ELEMENTS OF MENTAL MAPS
1. Paths: streets, transit lines, canals, railroads - channels
that people regularly move.
2. Edges: physical barriers; walls, fences, rivers, shore -
boundaries that create linear breaks in continuity/separate
and relate two distinct regions.
3. Districts: Major sections of a city that have a common
identifying character: Chinatown, Wall Street, Greenwich
Village.
ELEMENTS OF MENTAL MAPS
4. Nodes: Intersections, enclosed squares, street corners,
subway stations - all serve as points of reference, transition
and destination.
5. Landmarks: Towering buildings, golden domes,
mountains, signs, storefronts, trees - physical objects that
serve as spatial reference points.
ON THE WEB
No sense of scale or movement in space.
No compass: no direction.
You are here: navigation interface.
Paths: lead the way: site navigation, breadcrumbs.
PATHS
Consistent, predictable navigational links.
Appear the same throughout the site.
Can be habitual.
Explicit elements: breadcrumbs.
EDGES & DISTRICTS
Effective interface design uses consistent page grid,
terminology, navigation links.
Uses visual flexibility to create identifiable regions and
edges within the larger space.
Landmarks along the way




REGION   REGION   REGION   REGION    REGION            REGION
NODES
The local coffee shop or Times Square?
Too much choice causes stress, slows decisions, makes us
less satisfied and more likely to walk away.
LANDMARKS “YOU ARE HERE”
Search function cuts across all the normal wayfinding
boundaries.
Orientation cues are particularly important since users often
arrive at a page without having followed a deliberate and
repeatable path.
Headers: “You are here” markers
SUMMARY
1. Paths: create consistent, well-marked navigation paths.
2. Regions: create a unique but related identity for each
   site region.
3. Nodes: don’t confuse the user with too many choices.
4. Landmarks: use consistent landmarks in site navigation
   and graphics to keep the user oriented.

Web Style Guide, 3rd Edition
PAGE LAYOUT
ELEGANCE & SIMPLICITY
Use economy of expression.
Most powerful designs are result of a process of
simplification and refinement.
MINIMALISM
“A designer knows he has achieved perfection not when
there is nothing left to add, but when there is nothing left to
take away.”

- Anoine de Saint Exupéry
-
ADVANTAGES
 Approachability: easy to tell at a glance what it is and designs
 invite further exploration.
 Recognizability: recognized easily, easily assimilated,
 understood and…REMEMBERED.
 Immediacy: have greater impact because they can be
 immediately recognized and understood with minimal effort.
 Usability: simplicity enhances usability.
PRINCIPLES
 Unity
 Refinement
 Fitness
 All the elements must be unified to produce a coherent
 whole. The parts and whole must be refined to focus user
 attention and the fitness of the solution to the
 communication problem must be ensured at every level.
HOW
 Reduction
 Regularization
 Leverage
 Reduce the design to its essence, regularize the elements of
 the design, then combine them for maximum leverage.
INFORMATION...
... consists of differences that make a difference.
- Edward Tufte, Envisioning Information
SCALE, CONTRAST, PROPORTION
The subtle interrelationship of scale, contrast and
proportion can be seen in all harmonious designs.
SCALE
Describes the relative size of a design element in relation to
the other design elements and the composition as a whole.
CONTRAST
Results from the differences that can be seen between the
design elements.
Provides visual distinctions in: shape, size, color, texture,
position, orientation, and movement.
PROPORTION
Determines the balance and harmony of the relationship
between the elements.
ORGANIZATION & STRUCTURE
Provide the user with visual pathways needed to experience
a site in a systematic way.
Must be introduced by establishing relationships among the
design elements.
PRINCIPLES
 Grouping
 Hierarchy
 Relationships
 Balance
GROUPING
Start by grouping display elements into higher order units.
(Note: words in a book are grouped into columns,
paragraphs, sections etc).
Higher-level structures orient the user.
Binds functional units tightly together.
Use spacing and alignment for effectiveness.
HIERARCHY
Eye looks for visual hierarchies for orientation.
Most important elements must be large enough to draw the
viewer closer.
Specifics follow.
RELATIONSHIPS
Grouping and hierarchy are reinforced when visual
elements are related.
Position, size and value provide visual cues.
Alignment helps form visual relations.
BALANCE
Ensures that the elements remain stable in their position on
the page.
A composition is balanced when the visual weight of the
elements on either side of the piece are approximately equal.
WORKSHOP # 2 - PAGE LAYOUT
  Please break into three groups.

  Find websites that illustrate:
  1. Scale                         5. Grouping
  2. Contrast                      6. Hierarchy
  3. Proportion                    7. Relationships
  4. Organization & Structure      8. Balance
HOMEPAGES
FIRST CHANCE
can be your first (and possibly last) chance to attract a user
IDENTITY
include a tag line that summarizes what the company does
FRONT PAGE
should be like the front page of a newspaper
TELL YOUR STORY
should say who you are, what you do or what products your
    offer and what sets you apart from the competition
SHOW COMPANY LOGO
PRIORITY
emphasize highest priority tasks so there is a clear starting point
SHOULD BE UNIQUE
design to be clearly different from all other pages on the site
ESTABLISH TRUST & CREDIBILITY
HAVE CLEAR NAVIGATION
THE FINE PRINT
group all corporate information in one distinct area
INCLUDE SEARCH BAR
CALLS TO ACTION
reveal site content with calls to action
USE MEANINGFUL GRAPHICS
DESIGN CONVENTIONS
Link to home page                              Primary location for search, shopping carts




                    LOGO
                                                                  Calender | A-Z Index    Search This Site   GO
                                                                                                                      Navigation and search
                                        The tagline would go here...                                                  Identity and titles
         Header
                                                                                                                      Navigation links
                                                                  Navigation | Navigation | Navigation | Navigation   Tab navigation

                                             Selected Tab      Unselected Tab      Unselected Tab

                       Navigation           Home page > Section > Page                         Breadcrumb trail       Alternate right location
                       Navigation                                                                                     for scan column
                       Navigation                                                                                     navigation and search
Local Navigation
                       Navigation

                       Navigation                                                                                     Common location for
                       Navigation                                                                                     banner ads
                       Navigation

                       Navigation




        Search,
    banner ads,      Left scan column                                                           Right scan column
                                                         Main content column
        contact         (optional)                                                                  (optional)
    information




                                                                                                                      Contact information,
         Footer             Copyright 2012 | Company Name | Company Address | New York, NY | 555-555-5555
                                                                                                                      copyrights, dates
WEB STANDARDS
“The experienced web designer, like the talented newspaper
art director, accepts that many projects she works on will
have headers and columns and footers. Her job is not to
whine about emerging commonalities but to use them to
create pages that are distinctive, natural, brand-appropriate,
subtly memorable and quietly but unmistakably engaging.”

- Jeffery Zeldman
-
ABOVE THE FOLD
Above the fold - a graphic design concept that refers to the
location of an important news story or a visually appealing
photograph on the upper half of the front page of a
newspaper.
In web design, top 600 to 700 pixels (on 19” - 22” monitor)
Just a guideline.
BREAKING THE RULES
More sites now will put important content beneath the fold.
People will scroll if the content is interesting.



         37signals                      Acumen Fund


                           Zipcare
PURPOSE OF GRAPHIC DESIGN
Unlike a print, web users interact with information.

GUI (graphic user interface) must convey function and
meaning.

Graphics are integral to the user’s experience.
PURPOSE OF GRAPHIC DESIGN
Create visual hierarchy so you can see what’s important.
Define functional regions of the page.
Group page elements that are related, so you can see
structure in the content.
CONSISTENT LAYOUT
Header - mini versions of the homepage.
Footer - about house keeping and and legal matters.
Global Navigation
Local Navigation
Content, Features, Products
Banner Ads
PAGES SHOULD INCLUDE
 Informative title
 Identity
 Copyright statement
 Link back to home
 Navigational links
 Heading or title to clarify content
 Link to contact information
 Alternate (alt) text identifying graphics on the page
WHAT GOES INTO A HEADER?
 Site identity
 Major navigation links/utility navigation
 Search box (not always)
 Link back to home
POSSIBLE HEADER COMPONENTS
Individual designs rarely use them all.

     Advertising                                                             Search This Site   GO           Cart


                                                                    Navigation | Navigation | Navigation | Navigation



     LOGO          Site titles, section identity, or advertising


                   Selected Tab   Unselected Tab   Unselected Tab
Variations
WHAT GOES INTO A FOOTER?
 Contact information.
 Copyright statement.
 Page author.
 Links to related sites or to larger enterprise.
 Utility links can go here.
 Redundant navigation for long pages.
WRITING FOR THE WEB
CONTENT IS KING
“Ultimately, users visit your website for its content.
Everything else is just the backdrop. The design is there to
allow people access to the content.”
- Jakob Nielsen
-
PAPER VERSUS MONITOR
Because screen resolution is low (72 to 110 dpi), it places a
strain on the human eye.

Because we read on a screen, we are forced to view from a
more or less fixed position - with print you can read
anywhere in any position.

Can lay papers out on the floor. (Can’t do a search though.)
PAPER VERSUS MONITOR
Screen glare is not an obstacle when reading on paper.

Monitor Flick: looks like a solid image, but the screen is
refreshing so fast that you are fooled into seeing a solid
image, but the brain is alway correcting for the flicker.

Reading is 25% slower on a screen. (Jacob Nielsen)
READING ON THE WEB
 - Scrolling is clumsy - people don’t like it and they lose their place.
 - Readers scan on-screen, then print content for reading.
 - Web reading is not stationary - text jumps from link to link and
 page to page.
 - Many web pages end up as fragments of information taken from
 larger context.
3 GUIDELINES
  1. Be succinct - write no more than 50% of the text that you
  would have used in print.
  2. Write for scanability - use short paragraphs, subheadings,
  bulleted lists.
  3. Use hypertext to split up long information into multiple pages.
SCANABILITY
 - Studies show that almost 80% of users initially scan a
 webpage.
 - Users pick out key words, sentences and paragraphs of
 interest - They skip over the text they are not concerned with.
 - Write articles with two or three levels of headlines for easy
 scanability.

 - Use general page headings plus subheads and sub-subheads
 if needed.
SCANABILITY
 - Use meaningful headlines - Tell the user what the page or
 section is about.
 - Use bulleted lists and similar design elements to break text
 blocks.
 - Use highlighting and emphasis to catch the user's eye.

 - Be sure to distinguish from link colors so as to avoid confusion.
USE PLAIN LANGUAGE
 - Start each page with the conclusion - most important material
 should come up front.
 - Users should be able to tell in a glance what the page is about.
 - Users often only read the first line of a paragraph - use topic
 sentences, one idea per paragraph.
 - Use simple sentence structure - avoid convoluted writing and
 complex words.
 - Use caution with metaphors and humor - readers may take you
 literally.
CHUNKING
 - Use hyperlinks to make text short.
 - Keep links visible, ideally above the fold.
 - Split the information into “chunks” that focus on a certain topic.
 - Move long, detailed info to secondary pages.
 - Avoid using links to break long articles into separate pages - is
 disruptive and makes printing difficult.
HEADLINES
 - Online headlines are different than printed headlines.
 - Online headlines are often displayed out of context: as part of
 an article, in a search list, in a bookmark list.
 - Headline must stand on it’s own even when the rest of content
 is unavailable.
 - Online headlines and their content are often hard to see in a
 single glance on the window so it is difficult for the user to
 learn enough just from the surrounding data.
LEGIBILITY
  Use colors that have a high contrast between the text and the
  background.
  Use plain color-backgrounds or subtle patterns.
  Use fonts big enough that people can read.
  Make the text stand still – moving blinking or zooming text is
  hard to read.
  Keep sentences to 7 - 10 words as that is what the eye can
  comfortably track.
LEGIBILITY
  Try to left justify text when possible.
LEGIBILITY
  AVOID THE USE OF ALL CAPS FOR TEXT BECAUSE RESEARCH HAS SHOWN THAT IT IS
  10 PERCENT SLOWER TO READ THAN TEXT IN MIXED CASES, BECAUSE IT IS HARDER
  FOR THE EYE TO RECOGNIZE THE SHAPE OF WORDS AND CHARACTERS IN THE MORE
  UNIFORM AND BLOCKY APPEARANCE. DON'T DO IT.
  Legibility depends on the tops of all the letters.
  Legibility depends on the tops of all the letters.
REMEMBER
 Explain what the article is about in terms that relate to the user.
 Write in plain language.
 Avoid teasers that try to entice people to click.
 Try to make the first word an important, information-carrying one.
WORKSHOP # 3 HEADLINES
  Stay in your groups.

  Remove every word you can from the passages below and create
  a catching headline.
  1. Government officials involved in the Olympics call it a
  fiasco, that is, the extent of chaos that has thrown security
  plans into disarray upon learning that of the shortfall of
  civilian guards.
  2. If “Ghosts in the Machine” an ambitious exhibition at the
  Met were itself a machine, it would have lots of moving
  parts but not all would be performing with equal
  efficiency.
  3. Apple announced that its’ bestselling MacBook laptop
  just got its newest makeover. It’s a thing of beauty, clad in
  aluminum like its more expensive Pro siblings.
WEB TYPOGRAPHY
TYPOGRAPHY
Typography is the process of arranging letters, many
terms are left over from the days of letterpress

On computers we use fonts, whether for digital printing or
on the web.
HISTORY OF WEB TYPOGRAPHY
At first browsers had no way of embedding fonts.
1995: Netscape introduces <font> tag
1998: CSS2 allows for more type configuration
2005: CSS3 introduces @font-face, allowing fonts to be
hosted online
WEB-SAFE FONTS
Come preinstalled on most computers.

Arial, Comic Sans MS, Courier,Georgia, Impact, Tahoma
Times New Roman, Verdana
@FONT-FACE
Lets the browser load a font from a remote server, meaning
that pages can display text in the specified font even if the
user does not have it installed on their computer.
Allows for greater design customization without sacrificing
accessibility or SEO.
IMAGE REPLACEMENT
Good for logos. Bad for accessibility and SEO.
CHOOSING THE RIGHT FONT
SERIF VS SANS SERIF
Serif
Sans Serif
Slab Serif
Display
HEADERS VS COPY
You can use decorative fonts for headers...
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent sodales,
sapien ut porta blandit, metus dui imperdiet ipsum, id eleifend est nulla eu
orci. Mauris lectus eros, rutrum at lobortis ut, eleifend eget eros. Nulla at
felis eget neque aliquam convallis.
X-HEIGHT
Lorem ipsum Lorem ipsum
Lorem ipsum dolor sit amet, consectetur            Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Praesent sodales, sapien ut       adipiscing elit. Praesent sodales, sapien ut
porta blandit, metus dui imperdiet ipsum, id       porta blandit, metus dui imperdiet ipsum, id
eleifend est nulla eu orci. Mauris lectus eros,    eleifend est nulla eu orci. Mauris lectus eros,
rutrum at lobortis ut, eleifend eget eros. Nulla   rutrum at lobortis ut, eleifend eget eros. Nulla
at felis eget neque aliquam convallis.             at felis eget neque aliquam convallis.
OUR FAVORITES
Our favorite web fonts available for free from Google Fonts.

Open Sans Open Sans Open Sans Open Sans Open Sans

Lato Lato Lato Lato
Vollkorn Vollkorn Vollkorn Vollkorn
WEB TYPOGRAPHY TIPS
INCREASE LEADING
Line height should be at least 120% of font size.

Lorem ipsum dolor sit amet, consectetur            Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Praesent sodales, sapien ut       adipiscing elit. Praesent sodales, sapien ut
porta blandit, metus dui imperdiet ipsum, id
                                                   porta blandit, metus dui imperdiet ipsum, id
eleifend est nulla eu orci. Mauris lectus eros,
rutrum at lobortis ut, eleifend eget eros. Nulla   eleifend est nulla eu orci. Mauris lectus eros,
at felis eget neque aliquam convallis.             rutrum at lobortis ut, eleifend eget eros. Nulla
                                                   at felis eget neque aliquam convallis.
DO
DON’T
MAINTAIN LEGIBILITY
Light colors are hard to read, even on white. Beware of #666.

Lorem ipsum dolor sit amet, consectetur            Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Praesent sodales, sapien ut       adipiscing elit. Praesent sodales, sapien ut
porta blandit, metus dui imperdiet ipsum, id       porta blandit, metus dui imperdiet ipsum, id
eleifend est nulla eu orci. Mauris lectus eros,    eleifend est nulla eu orci. Mauris lectus eros,
rutrum at lobortis ut, eleifend eget eros. Nulla   rutrum at lobortis ut, eleifend eget eros. Nulla
at felis eget neque aliquam convallis.             at felis eget neque aliquam convallis.



Test your legibility with AccessColor.
DO
DON’T
COLUMN WIDTH
The eye can only comfortable track 7-10 words per line,
which is about 40 to 80 characters.

Multiply your text size by 30 to determine maximum
column width.

10px type x 30 = 300px column width
DO
DON’T
IMPLEMENT HIERARCHY
Use multiple typefaces to differentiate between elements on
the page.

Mix between categories (serif, sans serif, slab serif, display)

Don’t go too crazy! Don’t use more than 2 or 3 fonts.
DO
DON’T
RESOURCES FOR WEB FONTS
GOOGLE WEB FONTS
FONTSQUIRREL
TYPEKIT
WORKSHOP # 4 CREATE SITE
  Please go into the group you worked with when creating
  personas.

  CREATE CONTENT FOR THE WEBSITE USING THE PERSONAS AND
  SCENARIOS.
  What content would the user you defined find on the site?
  Establish content
  Establish information architecture
  Create site map
  Create navigation
  Create wireframes or other prototype
  Do a prototype test
  Make improvements
WORKSHOP #4 SCENARIOS
  GROUP #1:
  Site is to provide info for people starting own business; some of them
  have experience in he business world; others this is their first
  exposure to issues running a business.
  GROUP #2:
  Site is to provide info for people looking to place parents in assisted
  living.
  GROUP #3:
  Site is to provide info for people looking to compare car insurance.
ACCESSIBILITY
UNIVERSAL USABILITY
...is a goal, not an outcome.
“To achieve universal usability, designers need to ‘support a
wide range of technologies, to accommodate diverse users
and to help users brides the gap between what they know
and what they need to know.’”
                                Web Style Guide, 3rd Edition
UNIVERSAL USABILITY
 ...is informed by

 Accessibility
 Usability
 Universal Design
ACCESSIBILITY
1999: World Wide Web Consortium establishes the Web
Accessibility Initiative (WAI).
Promotes best practices to make the web accessible to people
with disabilities.
Ensures that the tools and technologies that designers need
are available to create designs that work in different contexts.
Basically refers to how well a site can be used by as many
people as possible.
USABILITY
Arises from User Centered Design (UCD).
Includes a broad and inclusive view of the user.
UNIVERSAL DESIGN
Not just alternative designs to meet specific needs.
Accounts for users of all ages, experience levels, and
physical or sensory limitations.
The Principles of
                                                                                Powered door with sensors is
                                                                                convenient for all shoppers,
                                                                                especially if hands are full.


                                                                                                                     Universal Design
                                                                                                                     The design of products and environments
                                                                                                                     to be usable by all people, to the greatest
                                                                                                                                                                                                                                            Public emergency stations utilize
                                                                                                                                                                                                                                            recognized emergency colors
                                                                                                                                                                                                                                            and a simple design to quickly


                                                                                                                     extent possible, without the need
                                                                                                                                                                                                                                            convey function to passers-by.




                                                                                                                     for adaptation or specialized design.

                                                                                                                                      Flexibility in Use
                                                                                                                                      The design accommodates a wide range of
                                                                                                                                      individual preferences and abilities.

                                                                                                                                                                                               Simple and Intuitive Use
                                                                                                                                                                                               Use of the design is easy to understand,
   Equitable Use                                                                                                                                                                               regardless of the user’s experience,
                                                                                                                                                                                               knowledge, language skills, or education level.
   The design is useful and marketable to people
   with diverse abilities.


A sequential-trip trigger on a nail
gun requires the user to 1 activate
the safety before 2 pulling the
trigger, minimizing accidents that
occur when a user accidentally
hits an object or person
while pulling the trigger.                                                                              As per Center for Universal Design at North Carolina State University’s College of Design
                                                                                                        (www.design.ncsu.edu/cud/about_udprinciples.htm)

                                      2
                                                                                                                                                                                               Perceptible Information
                                                                                                                                                                                               The design communicates necessary information
                                                                                                                      Large-grip scissors accommodates use
                                                                                                                                                                                               effectively to the user, regardless of ambient                                                             Small bumps on a cell phone
                                                                                                                                                                                                                                                                                                             keypad tell the user where
                                                                                                                      with either hand and allows alternation
                                                                                                                                                                                               conditions or the user’s sensory abilities.                                                         important keys are without requiring

            1                                                                                                         between the two in highly repetitive tasks.                                                                                                                                          the user to look at the keys.




                                                                                                                         Door lever does not require grip                                                                                                                       Wide gates at subway stations
                                                                                                                         strength to operate, and can even be                                                                                                                   accommodate wheelchair users as well
                                                                                                                         operated by a closed fist or elbow.                                                                                                                    as commuters with packages or luggage.




                Tolerance for Error
                The design minimizes hazards and the
                adverse consequences of accidental or
                unintended actions.
                                                                                                                                                                                                      Size and Space
                                                                                                                                                                                                      for Approach and Use
      Center for
                                                                                                                                      Low Physical Effort                                             Appropriate size and space is provided for approach,
                                                                                                                                      The design can be used efficiently and comfortably and          reach, manipulation, and use regardless of user’s body
      Universal Design                      Web:
                                            design.ncsu.edu/cud
                                                                                        E-mail:
                                                                                        cud@ncsu.edu                                  with a minimum of fatigue.                                      size, posture, or mobility.
      at NC State
                                          500 copies of this public document were printed at a cost of $1.34 each.
                                                              Recycled paper and soy-based inks
UNIVERSAL DESIGN PRINCIPLES
    These are most applicable to the web.
#1 EQUITABLE USE
“The design is useful and marketable to people with diverse
abilities. Provide the same means of use for all users: identical
whenever possible; equivalent when not.”
#2 FLEXIBILITY IN USE
“The design accommodates a wide range of individual
preferences and abilities. Provide choice in methods of use.”
#3 SIMPLE AND INTUITIVE USE
“Use of the design is easy to understand, regardless of the user’s
experience, knowledge, language skills, or current concentration
level. Eliminate unnecessary complexity and arrange information
consistent with its importance.”
#4 PERCEPTIBLE INFORMATION
“The design communicates necessary information effectively to
the user, regardless of ambient conditions or the user’s sensory
abilities. Use different modes (pictorial, verbal, tactile) for
redundant presentation of essential information and provide
compatibility with a variety of techniques or devices used by
people with sensory limitations.”
PEOPLE WITH DISABILITIES
1 in 5 people in the United States.
Number of people with disabilities rose 25% in last decade.
In 2010 21.5 million people were visually impaired or blind.
TYPES OF DISABILITIES
  Visual impairments
  Hearing impairments
  Mobile impairments
  Cognitive impairments
STANDARD
HIGH- CONTRAST TEXT
ENLARGED TEXT
WITHOUT STYLING
DESIGNING FOR SCREEN READERS
JAWS
Screen reading software.


   JAWS SAMPLE
USE DESCRIPTIVE HEADINGS
Helps users understand page structures.
Screen readers don’t look at web pages, they read HTML
code.
Can call up a list of on page headings and jump to the
section of a page
Here’s what this headings box for the BBC homepage looks like in JAWS, one of
the most popular screen readers:
WRITE DESCRIPTIVE LINK TEXT
Screen reader users can call up a list of on page links.
Avoid “Click Here”, “Read More”
Here’s what this links list dialog displays for the BBC homepage in JAWS:
PROVIDE INFORMATION IN LISTS
Screen readers call out the number of items in each list
before reading them, much like an answering machine.
Mark up is in code <li> tag
USE LOGICAL LINEARIZATION
Screen readers read top to bottom, left to right.
Avoid putting important information at the bottom (e.g.
instructions for forms).
USE SHORT SUCCINCT ALT TEXT
ALT text is a description of the images on a page that screen
readers read aloud.
Use succinct text to avoid long drawn out speech.
WRITE SHORT PARAGRAPHS
Conclusion first, followed by the what, why, when where
and how.
This allows users to quickly understand what the paragraph
is about.
This benefits sighted users as well.
WRITE DESCRIPTIVE PAGE TITLES
This is the first thing a screen reader user hears.
Helps orient the user.
COLOR BLINDNESS
Inability to perceive difference between some colors.
Affects 5 to 8% of males, 0.5% of females (Wikipedia).
Safest colors to use are black and white.
Use colors for emphasis, not visual cues.
Provide redundant cues (textures, text labels).
normal
protanopia-red green
deuteranopia - red green
tritanopia - blue yellow
http://www.vischeck.com/
Sales by product




Sales by product
This is difficult to read.


 This is easy to read.
ACCESSIBILITY RESOURCES
 Universal Design   Usability.gov
WORKSHOP # 1 TEST SITE
  Please go into the group you worked with when creating
  personas.

  AFTER CREATING PROTOTYPE:
  Do a prototype test with another group
  Make improvements with original group
FORMS
SIGN UP FORMS
Remove ALL barriers to account creation.
Don’t make them recreate what they’ve already done.
WHY FORMS EXIST
Every form exists for one of three main reasons:
- Commerce
- Community
- Productivity




Web From Design: Filling in the Blanks, Luke Wroblewski
Uses of forms, based on Luke Wroblewski’s Web Form Design: Filling in the Blanks.
RELATIONSHIP
A form is a way to establish a relationship with
        the user and the organization.
TRUST
Achieved through logo, color, typography, and wording.
GOALS
What is the goal of the form?
PURPOSE
Base the name of the form on its purpose so users know what
and why.
APPROPRIATE LANGUAGE
Balance business needs with user needs.
NO SUPERFLUOUS QUESTIONS
Too many questions cause user to question motivation.
NO SUDDEN CHANGE
...in behavior or appearance – will make the user anxious.
Make it easy for registered users to log in and for new users to register
Simplify the process for registered and new customers
CONVERSATION
A form is a two-way conversation between
      the user and the organization.
CONVERSE, DON’T INTERROGATE
Avoid aggressive wording.
ORDER LABELS LOGICALLY
Should reflect the flow of a conversation.
MORE INVOLVED QUESTIONS
...should come towards the end.
GROUP RELATED INFORMATION
Address one topic at a time.
Groups are related through purple headings and fine lines
Content is related, but the groups are separated too much. Potential for confusion.
ONE AT A TIME
The flow from one set of questions to the next should resemble
a conversation.
REMOVE CLUTTER
Banners, unnecessary navigation, anything that might distract.
Effective use of white space
Tone is appealing, form has no superfluous questions
6 COMPONENTS OF FORMS
 Labels – tell users what the input fields mean
 Input Fields – text fields, password fields, check boxes, radio
 buttons, sliders, etc
 Actions – when clicked these perform an action, such as
 submitting a form
 Help – provides assistance on how to fill out the form
 Messages – provides feedback based on user input
 Validation – ensures that data inputted conforms to acceptable
 parameters
#1 LABELS
Words vs sentences
Try to use words, but if needed, add a phrase to eliminate
ambiguity
Sentence case vs. title case
Sentence case is slightly easier to read
AVOID ALL CAPS AS THEY ARE HARD TO SCAN
Pretty, but difficult to scan
Individual words would have sufficed
#2 INPUT FIELDS
Don’t invent new fields – simple is best
Distinguish which input fields are required – convention is
an asterisk *
Colons at the end of a label – matter of preference
Top vs left vs right alignment of labels- each has advantages
and disadvantages
Vertical: when user types data their eyes are fixed across the
           vertical axis at the left to the input field
Eye needs to jump from one field to the other. Too much distraction.
SELECT MENUS
Many choices in a small space.
Hard to use especially when there are many choices.
Easier to enter state or country code than to choose.
RADIO BUTTONS
Easy to scan.
But if list is long, it’s hard for user to scan
Limit to groups of four to six options.
CHECK BOXES
Allow for multiple selections.
Use single checkboxes for binary choices (yes, no).
#3 ACTIONS
Avoid generic words like “Submit” as they lend a generic
impression of the form.
Use descriptive words such as “Join LinkedIn”.
PRIMARY VS. SECONDARY
Primary actions are links and buttons that perform
essential “final” functionality (Save, Submit).
Secondary actions allow users to retract data that they have
entered (Back, Cancel).
These should have less visual weight than primary actions
as they have undesired consequences.
Imagine clicking “Reset Form” by accident
“Register with us” would have been more helpful than submit
#4 HELP
You should never have to explain how to use a form!
Use accompanying copy only where needed:
  Such as WHY you need their phone number;
  How a birth date will be used;
  Link to Terms & conditions.
Copy is usually ignored so may it short and sweet.
Show an icon that users can click if they need help.
user-triggered help



dynamic help




               Both user-triggered help and dynamic help
#5 MESSAGES
Error message – emphasize through color, recognizable
icons, placement, large font or a combination.

Success message - use to notify users they have reached a
meaningful milestone.

Encourages user to continue a filling out a lengthy form.
#6 VALIDATION
Use only where needed – excessive validation is as bad as
none.

Use only to confirm key points, ensuring realistic answers
and suggesting responses.

Use smart defaults – helps make the completion of the form
faster and more accurate

Pre-select user’s country based on IP address.
{
                                                             dynamic help




smart default




                Uses dynamic validation and smart defaults
FORMS: THINGS TO CONSIDER
What you call the sign up form.

Where do you place the link?

If a user can’t find a sign up form, they can’t sign up!

Over 75% of websites place it in header.

Over 21% find a prominent place on the homepage.

Rarely placed in the sidebar.
5%
                         2%
                                       17%




                                               18%
            40%




                                     18%




Create Account    Register    Join   Sign Up   Start Here   Other
BOTTOM LINE ON SIGN UP FORMS
 The registration link is titled “sign up” (40%) and placed in
 the right upper corner.
 Sign-up forms have a simplified layout to avoid distractions
 for users (61%).
 Sign-up forms are one-page-forms (93%).
 Sign up forms attract visitors by explaining the benefits of
 registration (41%).
BOTTOM LINE ON SIGN UP FORMS
    Titles of the input fields are highlighted bold (62%).
    No trend in the label alignment can be identified.
    Designers tend to use few mandatory fields.
    Designers tend to use few optional fields.
    Vertically arranged fields are preferred to horizontally
    arranged fields (86%).

http://uxdesign.smashingmagazine.com/2008/07/04/web-form-design-patterns-sign-up-forms/
FURTHER READING
Forms That Work: Designing Web Forms for Usability,
Caroline Jarrett and Gerry Gaffney

Web Form Design, Filling in the Blanks, Luke Wroblewski

Signup Forms - Luke Wroblewski
WORKSHOP #4 US CENSUS
  Please divide into three groups.

  Design a web page for delivering the US Census
  What special considerations will you make for business and user
  needs?
  Sketch quickly, write legibly
  Try to approximate actual size of objects and fonts
  You have 20 minutes
  Hint: It’s probably some kind of form
WORKSHOP #4 US CENSUS
  Considerations:

  The census site must gather the following:
    • Name • Gender • Age
    • What the participant’s relationship to the householder is

  Are there any special considerations to make towards business
  objectives? How will the information be used or processed?
  What affordances/signifiers will you make in your design to
  accommodate diverse populations?
  What happens after the form is submitted?
WORKSHOP #4 US CENSUS
  Definition of householder:
  The householder refers to the person (or one of the people)
  in whose name the housing unit is owned or rented
  (maintained) or, if there is no such person, any adult
  member, excluding roomers, boarders, or paid employees.

  If the house is owned or rented jointly by a married couple,
  the householder may be either the husband or the wife.
  The person designated as the householder is the "reference
  person" to whom the relationship of all other household
  members, if any, is recorded.

  The number of householders is equal to the number of
  households. Also, the number of family householders is
  equal to the number of families.
  Source: http://www.census.gov/population/www/cps/cpsdef.html
EMOTION AND DESIGN
PRETTY THINGS WORK BETTER.



Norman D., 2004 Emotional Design: Why we love (or hate) everyday things
PROCESSING                                                 DESIGN
                                                          Self-image
   Reflective
                                                           Memories



                                                          Usefulness
   Behavioral
                                                         Performance




     Visceral                                            Appearance



Modified from Norman D., 2004 Emotional Design: Why we love (or hate) everyday things
VISCERAL LEVEL
Automatic, biological, universal.
Attractive faces,symmetrical objects, round objects,
soothing colors and sounds.
Design implications in images, graphics, visual design,
aesthetics.
FRIENDLY FACES
We are drawn to friendly authentic faces. Not stock images.
Don’t use stock images.
WOMEN
MEN




Men
BEHAVIORAL LEVEL
Performance - how well a product works.
Usefulness - how useful is a product.
Function rules!
Usability is king!
BEHAVIORAL DESIGN
     is user friendly
http://www.mamamarketing.nl/wp-content/uploads/2011/01/hakken.jpg
315
TOP SEARCH ON YAHOO.COM
“www.google.com”
REFLECTIVE LEVEL
Stays long than visceral level.
Sense of exclusivity.
Sensitive to experiences, training, education.
Cultural differences relevant.
WHAT DOES THIS PRODUCT SAY ABOUT ME?
Behavioral   Reflective
COLOR EFFECTS EMOTION
CULTURAL COLOR THEORY
Red - China, prosperity, happiness/South Africa, mourning
Yellow - Egypt, mourning/Japan, courage
Green - Middle East luck/Indonesia, forbidden color
Black - China, trust, high quality
FURTHER READING
Thinking Fast and Slow, Kahneman, D. 2011
Emotional Design: Why we love (or hate) everyday things,
Norman, D. 2004
Designing for the Social Web, Porter, J. 2008
Mental Models: Aligning Design Strategy with Human
Behavior, Young, I. 2008
Neuro Web Design, Weinschenk, Ph.D., 2009
WORKSHOP #2 EMOTION & DESIGN
  Break into three groups:
  Find 3 sites that play well on emotions through design.

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NYU Web Intensive - Week 3 Class 2

  • 1. WHAT IS USABILITY TESTING?
  • 2.
  • 3. WELL, WHAT IS USABILITY? “Usability really just means making sure that something works well: that a person of average (or even below average) ability and experience can use the thing - whether it's a Web site, a fighter jet, or a revolving door - for its intended purpose without getting hopelessly frustrated.” (Steve Krug)
  • 4. USABILITY TESTING Testing is a technique to ensure that the intended users can perform the intended tasks efficiently, effectively and satisfactorily. Without frustration!
  • 5. WHAT TOOLS ARE AVAILABLE? Surveys Interviews Eyetracking studies Usability testing Online testing tools
  • 6. SURVEYS Allow users to review the site. Distribute surveys. Ask them to answer questions Survey
  • 7. INTERVIEWS Allow users to review the site. Make user comfortable. Ask users questions. See handout. Interview
  • 9. EYETRACKING AND THE EYE Eyetracking is following the trail of where a person is looking. Equipment can be built into the computer. Eyetracking software keeps track of what’s on screen while user is looking at it. How does it work?
  • 10. FIXATION When the eye is resting on something. Last between one-tenth and one-half. Red spots are fixations.
  • 11. SACCADES The eye’s rapid movements from one fixation to the next. Last between one-hundredth and one-tenth of a second. Thin red line connecting the dots are saccades between fixations. Eyetracking Study
  • 12. HEAT MAPS Visualization technique for eyetracking studies. A color-coded screenshot that shows the user’s fixations. Red: where users looked most. Yellow: indicate fewer fixations. Blue: indicate least view areas. Gray: no fixations. Facebook Heatmap
  • 14.
  • 15.
  • 17. USERS FOCUS ON FACES
  • 18. USERS FOCUS ON FACES
  • 19.
  • 20.
  • 21. USABILITY TESTING Series of tasks for participants to perform on an actual website or prototype. Tasks are formulated from user and business goals. Measures the success of failure of a design. What you need? Pen and clipboard, computer with Internet connection, perhaps a tape recorder.
  • 22. STEPS
  • 23. #1 INTRODUCTION (5-10 MINS) Make participant feel comfortable. Let them know they can have a break any time. If video taping, get permission. Ask questions about them – include demographics, occupation, education level, Internet experience. Explain equipment if necessary. Assure them that there is no right or wrong.
  • 24. #2 TASKS (10 - 15 MINS ) Be sure to read the task aloud. Encourage participant to think aloud. Have a written version that you leave in front of the user. DO NOT HELP THE USER THROUGH THE TASK. No small talk!
  • 25. TECHNOLOGY Morae®: A recorder that captures onscreen activity of the user’s computer and a camera video of the user. Creates a synchronized index of events occurring behind the scenes in applications and in the operating system. Morae Website
  • 26. COMMON ERRORS Strategic Errors - premature testing, not enough time or will to make changes. Inadequate Planning - do a pilot test to uncover problems with plan and materials. Read script aloud. Allow enough time between test sessions (minimum 30 minutes)
  • 27. COMMON ERRORS Poor Task Design - test core functionality and areas identified as problematic. If scenarios were used, convert into tasks to ensure key interactions are studied. Accidental Revelation - revealing too much. Watch your language. Unprofessional Demeanor - need to be professionally detached and neutral. Don’t finish user’s sentence!
  • 28. TEST PARTICIPANTS Get representative users - Craig’s list, LinkedIn,employment agencies, market research agencies. Use questionnaires to screen. Offer incentives. Send reminders.
  • 30. TEST PARTICIPANTS Schedule 5 - 8 users. Only need 5 - account for no shows, botched tests. Test up to 3 groups of 5 - 1 test after iterations made.
  • 35. USING THE DATA Transform both qualitative and quantitative data to make recommendations
  • 36. QUANTITATIVE DATA Any information that can be measured: Ease of use Satisfaction Verbal descriptions of people’s experiences Examples: The time it takes to complete a task, or the completion rate of a task.
  • 37. QUALITATIVE DATA Information that requires interpretation Identifies trends or categories of user’s behavior Example: How well users can complete a task Where they are encountering problems Level of frustration
  • 39. FROM INTERVIEWS Preferences Needs Stories Current Behaviors Pain Points Satisfaction Level
  • 40. FROM USER TESTING Success New Behaviors Usage Patterns Pain Points Time to complete Assists required
  • 41. ONLINE TESTING TESTING SITES - Usabilla - Infomaki - Chalkmark CARD SORTING - Optimal Sort - XSort (desktop app for Mac) NAVIGATION TESTING - Treejack - Five Second Test
  • 42. ORGANIZING THE DATA Organize the data into categories or findings. Find themes and put in table.
  • 43.
  • 44.
  • 45.
  • 46. AFFINITY DIAGRAMS Organizes items into common themes. Helpful when you have a large amount of data. You have many facts or ideas in apparent chaos. When issues seem too large and complex. When group consensus is needed.
  • 47. AFFINITY DIAGRAMS 1. Record each idea on sticky note and layout on wall 2. Look for groups 3. Repeat till all notes are grouped 4. If a note seems to belong in two groups, make a second note 5. Discuss patterns and reason for groupings 6. Find headers
  • 48.
  • 49.
  • 50. SPREADSHEETS Use to track stories, needs, pain points, successes Provides Quantitative layer over Qualitative information More difficult to collaborate than affinity diagrams Example
  • 51. WORKSHOP # 1 - USABILITY TEST Please break into twos. Person A tests Person B Follow format: Orientation Tasks - read aloud to participant - careful not to “help” - be sure to ask about expectations - let mistakes happen Debriefing
  • 52. WORKSHOP # 1 - USABILITY TEST Anything surprise you? Any new insight? Anything go wrong? Was the site used in a way that you did not expect? Did you discover any usability problems?
  • 53. WORKSHOP # 1a- USABILITY TEST Please break into twos. Person B tests Person A Follow format: Orientation Tasks - read aloud to participant - careful not to “help” - be sure to ask about expectations - let mistakes happen Debriefing
  • 54. WORKSHOP # 1a - USABILITY TEST Anything surprise you? Any new insight? Anything go wrong? Was the site used in a way that you did not expect? Did you discover any usability problems?
  • 55. DESIGNING FOR WEB USABILITY
  • 56. USER EXPERIENCE "User experience isn't a layer or component of a product or service. It's really about the design of the whole systems and their interconnections." - Andre Hinton, Senior IA at Vanguard
  • 57. WHY TEST? If a user can’t find a product, they won’t buy. If they can’t find what they are looking for, they will look elsewhere. The holder of the mouse rules!
  • 59. NAVIGATION “Navigation isn’t just a feature of a website, it is the web site, in the same way that the building, the shelves, and the cash register are Sears. Without it, there’s no there there.” -Steve Krug
  • 60. WAYFINDING Coined by Kevin Lynch in The Image of the City, 1960. Describes the elements that allow us to navigate successfully in cities and towns.
  • 61. 4 CORE COMPONENTS 1. Orientation: Where am I now? 2. Route decisions: Can I find the way to where I want to go? 3. Mental mapping: Are my experiences consistent and understandable enough to know where I’ve been and to predict where I should go next? 4. Closure: Can I recognize that I have arrived in the right place?
  • 62. ELEMENTS OF MENTAL MAPS 1. Paths: streets, transit lines, canals, railroads - channels that people regularly move. 2. Edges: physical barriers; walls, fences, rivers, shore - boundaries that create linear breaks in continuity/separate and relate two distinct regions. 3. Districts: Major sections of a city that have a common identifying character: Chinatown, Wall Street, Greenwich Village.
  • 63. ELEMENTS OF MENTAL MAPS 4. Nodes: Intersections, enclosed squares, street corners, subway stations - all serve as points of reference, transition and destination. 5. Landmarks: Towering buildings, golden domes, mountains, signs, storefronts, trees - physical objects that serve as spatial reference points.
  • 64. ON THE WEB No sense of scale or movement in space. No compass: no direction. You are here: navigation interface. Paths: lead the way: site navigation, breadcrumbs.
  • 65. PATHS Consistent, predictable navigational links. Appear the same throughout the site. Can be habitual. Explicit elements: breadcrumbs.
  • 66. EDGES & DISTRICTS Effective interface design uses consistent page grid, terminology, navigation links. Uses visual flexibility to create identifiable regions and edges within the larger space.
  • 67. Landmarks along the way REGION REGION REGION REGION REGION REGION
  • 68. NODES The local coffee shop or Times Square? Too much choice causes stress, slows decisions, makes us less satisfied and more likely to walk away.
  • 69.
  • 70. LANDMARKS “YOU ARE HERE” Search function cuts across all the normal wayfinding boundaries. Orientation cues are particularly important since users often arrive at a page without having followed a deliberate and repeatable path.
  • 71. Headers: “You are here” markers
  • 72. SUMMARY 1. Paths: create consistent, well-marked navigation paths. 2. Regions: create a unique but related identity for each site region. 3. Nodes: don’t confuse the user with too many choices. 4. Landmarks: use consistent landmarks in site navigation and graphics to keep the user oriented. Web Style Guide, 3rd Edition
  • 74. ELEGANCE & SIMPLICITY Use economy of expression. Most powerful designs are result of a process of simplification and refinement.
  • 75. MINIMALISM “A designer knows he has achieved perfection not when there is nothing left to add, but when there is nothing left to take away.” - Anoine de Saint Exupéry -
  • 76.
  • 77. ADVANTAGES Approachability: easy to tell at a glance what it is and designs invite further exploration. Recognizability: recognized easily, easily assimilated, understood and…REMEMBERED. Immediacy: have greater impact because they can be immediately recognized and understood with minimal effort. Usability: simplicity enhances usability.
  • 78. PRINCIPLES Unity Refinement Fitness All the elements must be unified to produce a coherent whole. The parts and whole must be refined to focus user attention and the fitness of the solution to the communication problem must be ensured at every level.
  • 79. HOW Reduction Regularization Leverage Reduce the design to its essence, regularize the elements of the design, then combine them for maximum leverage.
  • 80. INFORMATION... ... consists of differences that make a difference. - Edward Tufte, Envisioning Information
  • 81. SCALE, CONTRAST, PROPORTION The subtle interrelationship of scale, contrast and proportion can be seen in all harmonious designs.
  • 82. SCALE Describes the relative size of a design element in relation to the other design elements and the composition as a whole.
  • 83.
  • 84.
  • 85. CONTRAST Results from the differences that can be seen between the design elements. Provides visual distinctions in: shape, size, color, texture, position, orientation, and movement.
  • 86.
  • 87.
  • 88. PROPORTION Determines the balance and harmony of the relationship between the elements.
  • 89.
  • 90.
  • 91. ORGANIZATION & STRUCTURE Provide the user with visual pathways needed to experience a site in a systematic way. Must be introduced by establishing relationships among the design elements.
  • 92.
  • 93. PRINCIPLES Grouping Hierarchy Relationships Balance
  • 94. GROUPING Start by grouping display elements into higher order units. (Note: words in a book are grouped into columns, paragraphs, sections etc). Higher-level structures orient the user. Binds functional units tightly together. Use spacing and alignment for effectiveness.
  • 95.
  • 96. HIERARCHY Eye looks for visual hierarchies for orientation. Most important elements must be large enough to draw the viewer closer. Specifics follow.
  • 97.
  • 98. RELATIONSHIPS Grouping and hierarchy are reinforced when visual elements are related. Position, size and value provide visual cues. Alignment helps form visual relations.
  • 99.
  • 100. BALANCE Ensures that the elements remain stable in their position on the page. A composition is balanced when the visual weight of the elements on either side of the piece are approximately equal.
  • 101.
  • 102. WORKSHOP # 2 - PAGE LAYOUT Please break into three groups. Find websites that illustrate: 1. Scale 5. Grouping 2. Contrast 6. Hierarchy 3. Proportion 7. Relationships 4. Organization & Structure 8. Balance
  • 104. FIRST CHANCE can be your first (and possibly last) chance to attract a user
  • 105.
  • 106. IDENTITY include a tag line that summarizes what the company does
  • 107.
  • 108.
  • 109. FRONT PAGE should be like the front page of a newspaper
  • 110.
  • 111. TELL YOUR STORY should say who you are, what you do or what products your offer and what sets you apart from the competition
  • 112.
  • 114.
  • 115.
  • 116. PRIORITY emphasize highest priority tasks so there is a clear starting point
  • 117.
  • 118. SHOULD BE UNIQUE design to be clearly different from all other pages on the site
  • 119.
  • 120.
  • 121.
  • 122.
  • 123. ESTABLISH TRUST & CREDIBILITY
  • 124.
  • 126.
  • 127. THE FINE PRINT group all corporate information in one distinct area
  • 128.
  • 130.
  • 131. CALLS TO ACTION reveal site content with calls to action
  • 132.
  • 134.
  • 136. Link to home page Primary location for search, shopping carts LOGO Calender | A-Z Index Search This Site GO Navigation and search The tagline would go here... Identity and titles Header Navigation links Navigation | Navigation | Navigation | Navigation Tab navigation Selected Tab Unselected Tab Unselected Tab Navigation Home page > Section > Page Breadcrumb trail Alternate right location Navigation for scan column Navigation navigation and search Local Navigation Navigation Navigation Common location for Navigation banner ads Navigation Navigation Search, banner ads, Left scan column Right scan column Main content column contact (optional) (optional) information Contact information, Footer Copyright 2012 | Company Name | Company Address | New York, NY | 555-555-5555 copyrights, dates
  • 137. WEB STANDARDS “The experienced web designer, like the talented newspaper art director, accepts that many projects she works on will have headers and columns and footers. Her job is not to whine about emerging commonalities but to use them to create pages that are distinctive, natural, brand-appropriate, subtly memorable and quietly but unmistakably engaging.” - Jeffery Zeldman -
  • 138. ABOVE THE FOLD Above the fold - a graphic design concept that refers to the location of an important news story or a visually appealing photograph on the upper half of the front page of a newspaper. In web design, top 600 to 700 pixels (on 19” - 22” monitor) Just a guideline.
  • 139.
  • 140.
  • 141. BREAKING THE RULES More sites now will put important content beneath the fold. People will scroll if the content is interesting. 37signals Acumen Fund Zipcare
  • 142. PURPOSE OF GRAPHIC DESIGN Unlike a print, web users interact with information. GUI (graphic user interface) must convey function and meaning. Graphics are integral to the user’s experience.
  • 143. PURPOSE OF GRAPHIC DESIGN Create visual hierarchy so you can see what’s important. Define functional regions of the page. Group page elements that are related, so you can see structure in the content.
  • 144. CONSISTENT LAYOUT Header - mini versions of the homepage. Footer - about house keeping and and legal matters. Global Navigation Local Navigation Content, Features, Products Banner Ads
  • 145. PAGES SHOULD INCLUDE Informative title Identity Copyright statement Link back to home Navigational links Heading or title to clarify content Link to contact information Alternate (alt) text identifying graphics on the page
  • 146. WHAT GOES INTO A HEADER? Site identity Major navigation links/utility navigation Search box (not always) Link back to home
  • 147. POSSIBLE HEADER COMPONENTS Individual designs rarely use them all. Advertising Search This Site GO Cart Navigation | Navigation | Navigation | Navigation LOGO Site titles, section identity, or advertising Selected Tab Unselected Tab Unselected Tab
  • 149.
  • 150. WHAT GOES INTO A FOOTER? Contact information. Copyright statement. Page author. Links to related sites or to larger enterprise. Utility links can go here. Redundant navigation for long pages.
  • 151.
  • 153. CONTENT IS KING “Ultimately, users visit your website for its content. Everything else is just the backdrop. The design is there to allow people access to the content.” - Jakob Nielsen -
  • 154. PAPER VERSUS MONITOR Because screen resolution is low (72 to 110 dpi), it places a strain on the human eye. Because we read on a screen, we are forced to view from a more or less fixed position - with print you can read anywhere in any position. Can lay papers out on the floor. (Can’t do a search though.)
  • 155. PAPER VERSUS MONITOR Screen glare is not an obstacle when reading on paper. Monitor Flick: looks like a solid image, but the screen is refreshing so fast that you are fooled into seeing a solid image, but the brain is alway correcting for the flicker. Reading is 25% slower on a screen. (Jacob Nielsen)
  • 156. READING ON THE WEB - Scrolling is clumsy - people don’t like it and they lose their place. - Readers scan on-screen, then print content for reading. - Web reading is not stationary - text jumps from link to link and page to page. - Many web pages end up as fragments of information taken from larger context.
  • 157. 3 GUIDELINES 1. Be succinct - write no more than 50% of the text that you would have used in print. 2. Write for scanability - use short paragraphs, subheadings, bulleted lists. 3. Use hypertext to split up long information into multiple pages.
  • 158. SCANABILITY - Studies show that almost 80% of users initially scan a webpage. - Users pick out key words, sentences and paragraphs of interest - They skip over the text they are not concerned with. - Write articles with two or three levels of headlines for easy scanability. - Use general page headings plus subheads and sub-subheads if needed.
  • 159. SCANABILITY - Use meaningful headlines - Tell the user what the page or section is about. - Use bulleted lists and similar design elements to break text blocks. - Use highlighting and emphasis to catch the user's eye. - Be sure to distinguish from link colors so as to avoid confusion.
  • 160. USE PLAIN LANGUAGE - Start each page with the conclusion - most important material should come up front. - Users should be able to tell in a glance what the page is about. - Users often only read the first line of a paragraph - use topic sentences, one idea per paragraph. - Use simple sentence structure - avoid convoluted writing and complex words. - Use caution with metaphors and humor - readers may take you literally.
  • 161. CHUNKING - Use hyperlinks to make text short. - Keep links visible, ideally above the fold. - Split the information into “chunks” that focus on a certain topic. - Move long, detailed info to secondary pages. - Avoid using links to break long articles into separate pages - is disruptive and makes printing difficult.
  • 162. HEADLINES - Online headlines are different than printed headlines. - Online headlines are often displayed out of context: as part of an article, in a search list, in a bookmark list. - Headline must stand on it’s own even when the rest of content is unavailable. - Online headlines and their content are often hard to see in a single glance on the window so it is difficult for the user to learn enough just from the surrounding data.
  • 163. LEGIBILITY Use colors that have a high contrast between the text and the background. Use plain color-backgrounds or subtle patterns. Use fonts big enough that people can read. Make the text stand still – moving blinking or zooming text is hard to read. Keep sentences to 7 - 10 words as that is what the eye can comfortably track.
  • 164. LEGIBILITY Try to left justify text when possible.
  • 165. LEGIBILITY AVOID THE USE OF ALL CAPS FOR TEXT BECAUSE RESEARCH HAS SHOWN THAT IT IS 10 PERCENT SLOWER TO READ THAN TEXT IN MIXED CASES, BECAUSE IT IS HARDER FOR THE EYE TO RECOGNIZE THE SHAPE OF WORDS AND CHARACTERS IN THE MORE UNIFORM AND BLOCKY APPEARANCE. DON'T DO IT. Legibility depends on the tops of all the letters. Legibility depends on the tops of all the letters.
  • 166. REMEMBER Explain what the article is about in terms that relate to the user. Write in plain language. Avoid teasers that try to entice people to click. Try to make the first word an important, information-carrying one.
  • 167. WORKSHOP # 3 HEADLINES Stay in your groups. Remove every word you can from the passages below and create a catching headline. 1. Government officials involved in the Olympics call it a fiasco, that is, the extent of chaos that has thrown security plans into disarray upon learning that of the shortfall of civilian guards. 2. If “Ghosts in the Machine” an ambitious exhibition at the Met were itself a machine, it would have lots of moving parts but not all would be performing with equal efficiency. 3. Apple announced that its’ bestselling MacBook laptop just got its newest makeover. It’s a thing of beauty, clad in aluminum like its more expensive Pro siblings.
  • 169. TYPOGRAPHY Typography is the process of arranging letters, many terms are left over from the days of letterpress On computers we use fonts, whether for digital printing or on the web.
  • 170. HISTORY OF WEB TYPOGRAPHY At first browsers had no way of embedding fonts. 1995: Netscape introduces <font> tag 1998: CSS2 allows for more type configuration 2005: CSS3 introduces @font-face, allowing fonts to be hosted online
  • 171. WEB-SAFE FONTS Come preinstalled on most computers. Arial, Comic Sans MS, Courier,Georgia, Impact, Tahoma Times New Roman, Verdana
  • 172. @FONT-FACE Lets the browser load a font from a remote server, meaning that pages can display text in the specified font even if the user does not have it installed on their computer. Allows for greater design customization without sacrificing accessibility or SEO.
  • 173. IMAGE REPLACEMENT Good for logos. Bad for accessibility and SEO.
  • 175. SERIF VS SANS SERIF Serif Sans Serif Slab Serif Display
  • 176. HEADERS VS COPY You can use decorative fonts for headers... Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent sodales, sapien ut porta blandit, metus dui imperdiet ipsum, id eleifend est nulla eu orci. Mauris lectus eros, rutrum at lobortis ut, eleifend eget eros. Nulla at felis eget neque aliquam convallis.
  • 177. X-HEIGHT Lorem ipsum Lorem ipsum Lorem ipsum dolor sit amet, consectetur Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent sodales, sapien ut adipiscing elit. Praesent sodales, sapien ut porta blandit, metus dui imperdiet ipsum, id porta blandit, metus dui imperdiet ipsum, id eleifend est nulla eu orci. Mauris lectus eros, eleifend est nulla eu orci. Mauris lectus eros, rutrum at lobortis ut, eleifend eget eros. Nulla rutrum at lobortis ut, eleifend eget eros. Nulla at felis eget neque aliquam convallis. at felis eget neque aliquam convallis.
  • 178. OUR FAVORITES Our favorite web fonts available for free from Google Fonts. Open Sans Open Sans Open Sans Open Sans Open Sans Lato Lato Lato Lato Vollkorn Vollkorn Vollkorn Vollkorn
  • 180. INCREASE LEADING Line height should be at least 120% of font size. Lorem ipsum dolor sit amet, consectetur Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent sodales, sapien ut adipiscing elit. Praesent sodales, sapien ut porta blandit, metus dui imperdiet ipsum, id porta blandit, metus dui imperdiet ipsum, id eleifend est nulla eu orci. Mauris lectus eros, rutrum at lobortis ut, eleifend eget eros. Nulla eleifend est nulla eu orci. Mauris lectus eros, at felis eget neque aliquam convallis. rutrum at lobortis ut, eleifend eget eros. Nulla at felis eget neque aliquam convallis.
  • 181. DO
  • 182.
  • 184.
  • 185. MAINTAIN LEGIBILITY Light colors are hard to read, even on white. Beware of #666. Lorem ipsum dolor sit amet, consectetur Lorem ipsum dolor sit amet, consectetur adipiscing elit. Praesent sodales, sapien ut adipiscing elit. Praesent sodales, sapien ut porta blandit, metus dui imperdiet ipsum, id porta blandit, metus dui imperdiet ipsum, id eleifend est nulla eu orci. Mauris lectus eros, eleifend est nulla eu orci. Mauris lectus eros, rutrum at lobortis ut, eleifend eget eros. Nulla rutrum at lobortis ut, eleifend eget eros. Nulla at felis eget neque aliquam convallis. at felis eget neque aliquam convallis. Test your legibility with AccessColor.
  • 186. DO
  • 187.
  • 189.
  • 190. COLUMN WIDTH The eye can only comfortable track 7-10 words per line, which is about 40 to 80 characters. Multiply your text size by 30 to determine maximum column width. 10px type x 30 = 300px column width
  • 191. DO
  • 192.
  • 194.
  • 195. IMPLEMENT HIERARCHY Use multiple typefaces to differentiate between elements on the page. Mix between categories (serif, sans serif, slab serif, display) Don’t go too crazy! Don’t use more than 2 or 3 fonts.
  • 196. DO
  • 197.
  • 199.
  • 200. RESOURCES FOR WEB FONTS GOOGLE WEB FONTS FONTSQUIRREL TYPEKIT
  • 201. WORKSHOP # 4 CREATE SITE Please go into the group you worked with when creating personas. CREATE CONTENT FOR THE WEBSITE USING THE PERSONAS AND SCENARIOS. What content would the user you defined find on the site? Establish content Establish information architecture Create site map Create navigation Create wireframes or other prototype Do a prototype test Make improvements
  • 202. WORKSHOP #4 SCENARIOS GROUP #1: Site is to provide info for people starting own business; some of them have experience in he business world; others this is their first exposure to issues running a business. GROUP #2: Site is to provide info for people looking to place parents in assisted living. GROUP #3: Site is to provide info for people looking to compare car insurance.
  • 204. UNIVERSAL USABILITY ...is a goal, not an outcome. “To achieve universal usability, designers need to ‘support a wide range of technologies, to accommodate diverse users and to help users brides the gap between what they know and what they need to know.’” Web Style Guide, 3rd Edition
  • 205. UNIVERSAL USABILITY ...is informed by Accessibility Usability Universal Design
  • 206. ACCESSIBILITY 1999: World Wide Web Consortium establishes the Web Accessibility Initiative (WAI). Promotes best practices to make the web accessible to people with disabilities. Ensures that the tools and technologies that designers need are available to create designs that work in different contexts. Basically refers to how well a site can be used by as many people as possible.
  • 207. USABILITY Arises from User Centered Design (UCD). Includes a broad and inclusive view of the user.
  • 208. UNIVERSAL DESIGN Not just alternative designs to meet specific needs. Accounts for users of all ages, experience levels, and physical or sensory limitations.
  • 209. The Principles of Powered door with sensors is convenient for all shoppers, especially if hands are full. Universal Design The design of products and environments to be usable by all people, to the greatest Public emergency stations utilize recognized emergency colors and a simple design to quickly extent possible, without the need convey function to passers-by. for adaptation or specialized design. Flexibility in Use The design accommodates a wide range of individual preferences and abilities. Simple and Intuitive Use Use of the design is easy to understand, Equitable Use regardless of the user’s experience, knowledge, language skills, or education level. The design is useful and marketable to people with diverse abilities. A sequential-trip trigger on a nail gun requires the user to 1 activate the safety before 2 pulling the trigger, minimizing accidents that occur when a user accidentally hits an object or person while pulling the trigger. As per Center for Universal Design at North Carolina State University’s College of Design (www.design.ncsu.edu/cud/about_udprinciples.htm) 2 Perceptible Information The design communicates necessary information Large-grip scissors accommodates use effectively to the user, regardless of ambient Small bumps on a cell phone keypad tell the user where with either hand and allows alternation conditions or the user’s sensory abilities. important keys are without requiring 1 between the two in highly repetitive tasks. the user to look at the keys. Door lever does not require grip Wide gates at subway stations strength to operate, and can even be accommodate wheelchair users as well operated by a closed fist or elbow. as commuters with packages or luggage. Tolerance for Error The design minimizes hazards and the adverse consequences of accidental or unintended actions. Size and Space for Approach and Use Center for Low Physical Effort Appropriate size and space is provided for approach, The design can be used efficiently and comfortably and reach, manipulation, and use regardless of user’s body Universal Design Web: design.ncsu.edu/cud E-mail: cud@ncsu.edu with a minimum of fatigue. size, posture, or mobility. at NC State 500 copies of this public document were printed at a cost of $1.34 each. Recycled paper and soy-based inks
  • 210. UNIVERSAL DESIGN PRINCIPLES These are most applicable to the web.
  • 211. #1 EQUITABLE USE “The design is useful and marketable to people with diverse abilities. Provide the same means of use for all users: identical whenever possible; equivalent when not.”
  • 212. #2 FLEXIBILITY IN USE “The design accommodates a wide range of individual preferences and abilities. Provide choice in methods of use.”
  • 213. #3 SIMPLE AND INTUITIVE USE “Use of the design is easy to understand, regardless of the user’s experience, knowledge, language skills, or current concentration level. Eliminate unnecessary complexity and arrange information consistent with its importance.”
  • 214. #4 PERCEPTIBLE INFORMATION “The design communicates necessary information effectively to the user, regardless of ambient conditions or the user’s sensory abilities. Use different modes (pictorial, verbal, tactile) for redundant presentation of essential information and provide compatibility with a variety of techniques or devices used by people with sensory limitations.”
  • 215. PEOPLE WITH DISABILITIES 1 in 5 people in the United States. Number of people with disabilities rose 25% in last decade. In 2010 21.5 million people were visually impaired or blind.
  • 216. TYPES OF DISABILITIES Visual impairments Hearing impairments Mobile impairments Cognitive impairments
  • 217.
  • 224. USE DESCRIPTIVE HEADINGS Helps users understand page structures. Screen readers don’t look at web pages, they read HTML code. Can call up a list of on page headings and jump to the section of a page
  • 225. Here’s what this headings box for the BBC homepage looks like in JAWS, one of the most popular screen readers:
  • 226. WRITE DESCRIPTIVE LINK TEXT Screen reader users can call up a list of on page links. Avoid “Click Here”, “Read More”
  • 227. Here’s what this links list dialog displays for the BBC homepage in JAWS:
  • 228. PROVIDE INFORMATION IN LISTS Screen readers call out the number of items in each list before reading them, much like an answering machine. Mark up is in code <li> tag
  • 229. USE LOGICAL LINEARIZATION Screen readers read top to bottom, left to right. Avoid putting important information at the bottom (e.g. instructions for forms).
  • 230. USE SHORT SUCCINCT ALT TEXT ALT text is a description of the images on a page that screen readers read aloud. Use succinct text to avoid long drawn out speech.
  • 231. WRITE SHORT PARAGRAPHS Conclusion first, followed by the what, why, when where and how. This allows users to quickly understand what the paragraph is about. This benefits sighted users as well.
  • 232. WRITE DESCRIPTIVE PAGE TITLES This is the first thing a screen reader user hears. Helps orient the user.
  • 233. COLOR BLINDNESS Inability to perceive difference between some colors. Affects 5 to 8% of males, 0.5% of females (Wikipedia). Safest colors to use are black and white. Use colors for emphasis, not visual cues. Provide redundant cues (textures, text labels).
  • 234. normal
  • 237. tritanopia - blue yellow
  • 238.
  • 240. Sales by product Sales by product
  • 241. This is difficult to read. This is easy to read.
  • 242. ACCESSIBILITY RESOURCES Universal Design Usability.gov
  • 243. WORKSHOP # 1 TEST SITE Please go into the group you worked with when creating personas. AFTER CREATING PROTOTYPE: Do a prototype test with another group Make improvements with original group
  • 244. FORMS
  • 245. SIGN UP FORMS Remove ALL barriers to account creation. Don’t make them recreate what they’ve already done.
  • 246.
  • 247.
  • 248. WHY FORMS EXIST Every form exists for one of three main reasons: - Commerce - Community - Productivity Web From Design: Filling in the Blanks, Luke Wroblewski
  • 249. Uses of forms, based on Luke Wroblewski’s Web Form Design: Filling in the Blanks.
  • 250. RELATIONSHIP A form is a way to establish a relationship with the user and the organization.
  • 251. TRUST Achieved through logo, color, typography, and wording.
  • 252. GOALS What is the goal of the form?
  • 253. PURPOSE Base the name of the form on its purpose so users know what and why.
  • 254. APPROPRIATE LANGUAGE Balance business needs with user needs.
  • 255. NO SUPERFLUOUS QUESTIONS Too many questions cause user to question motivation.
  • 256. NO SUDDEN CHANGE ...in behavior or appearance – will make the user anxious.
  • 257. Make it easy for registered users to log in and for new users to register
  • 258. Simplify the process for registered and new customers
  • 259. CONVERSATION A form is a two-way conversation between the user and the organization.
  • 260. CONVERSE, DON’T INTERROGATE Avoid aggressive wording.
  • 261. ORDER LABELS LOGICALLY Should reflect the flow of a conversation.
  • 262. MORE INVOLVED QUESTIONS ...should come towards the end.
  • 263. GROUP RELATED INFORMATION Address one topic at a time.
  • 264. Groups are related through purple headings and fine lines
  • 265. Content is related, but the groups are separated too much. Potential for confusion.
  • 266. ONE AT A TIME The flow from one set of questions to the next should resemble a conversation.
  • 267. REMOVE CLUTTER Banners, unnecessary navigation, anything that might distract.
  • 268. Effective use of white space
  • 269. Tone is appealing, form has no superfluous questions
  • 270. 6 COMPONENTS OF FORMS Labels – tell users what the input fields mean Input Fields – text fields, password fields, check boxes, radio buttons, sliders, etc Actions – when clicked these perform an action, such as submitting a form Help – provides assistance on how to fill out the form Messages – provides feedback based on user input Validation – ensures that data inputted conforms to acceptable parameters
  • 271. #1 LABELS Words vs sentences Try to use words, but if needed, add a phrase to eliminate ambiguity Sentence case vs. title case Sentence case is slightly easier to read AVOID ALL CAPS AS THEY ARE HARD TO SCAN
  • 273. Individual words would have sufficed
  • 274. #2 INPUT FIELDS Don’t invent new fields – simple is best Distinguish which input fields are required – convention is an asterisk * Colons at the end of a label – matter of preference Top vs left vs right alignment of labels- each has advantages and disadvantages
  • 275.
  • 276. Vertical: when user types data their eyes are fixed across the vertical axis at the left to the input field
  • 277. Eye needs to jump from one field to the other. Too much distraction.
  • 278. SELECT MENUS Many choices in a small space. Hard to use especially when there are many choices. Easier to enter state or country code than to choose.
  • 279.
  • 280. RADIO BUTTONS Easy to scan. But if list is long, it’s hard for user to scan Limit to groups of four to six options.
  • 281.
  • 282. CHECK BOXES Allow for multiple selections. Use single checkboxes for binary choices (yes, no).
  • 283.
  • 284. #3 ACTIONS Avoid generic words like “Submit” as they lend a generic impression of the form. Use descriptive words such as “Join LinkedIn”.
  • 285. PRIMARY VS. SECONDARY Primary actions are links and buttons that perform essential “final” functionality (Save, Submit). Secondary actions allow users to retract data that they have entered (Back, Cancel). These should have less visual weight than primary actions as they have undesired consequences.
  • 286. Imagine clicking “Reset Form” by accident
  • 287. “Register with us” would have been more helpful than submit
  • 288. #4 HELP You should never have to explain how to use a form! Use accompanying copy only where needed: Such as WHY you need their phone number; How a birth date will be used; Link to Terms & conditions. Copy is usually ignored so may it short and sweet. Show an icon that users can click if they need help.
  • 289. user-triggered help dynamic help Both user-triggered help and dynamic help
  • 290. #5 MESSAGES Error message – emphasize through color, recognizable icons, placement, large font or a combination. Success message - use to notify users they have reached a meaningful milestone. Encourages user to continue a filling out a lengthy form.
  • 291. #6 VALIDATION Use only where needed – excessive validation is as bad as none. Use only to confirm key points, ensuring realistic answers and suggesting responses. Use smart defaults – helps make the completion of the form faster and more accurate Pre-select user’s country based on IP address.
  • 292. { dynamic help smart default Uses dynamic validation and smart defaults
  • 293. FORMS: THINGS TO CONSIDER What you call the sign up form. Where do you place the link? If a user can’t find a sign up form, they can’t sign up! Over 75% of websites place it in header. Over 21% find a prominent place on the homepage. Rarely placed in the sidebar.
  • 294. 5% 2% 17% 18% 40% 18% Create Account Register Join Sign Up Start Here Other
  • 295. BOTTOM LINE ON SIGN UP FORMS The registration link is titled “sign up” (40%) and placed in the right upper corner. Sign-up forms have a simplified layout to avoid distractions for users (61%). Sign-up forms are one-page-forms (93%). Sign up forms attract visitors by explaining the benefits of registration (41%).
  • 296. BOTTOM LINE ON SIGN UP FORMS Titles of the input fields are highlighted bold (62%). No trend in the label alignment can be identified. Designers tend to use few mandatory fields. Designers tend to use few optional fields. Vertically arranged fields are preferred to horizontally arranged fields (86%). http://uxdesign.smashingmagazine.com/2008/07/04/web-form-design-patterns-sign-up-forms/
  • 297. FURTHER READING Forms That Work: Designing Web Forms for Usability, Caroline Jarrett and Gerry Gaffney Web Form Design, Filling in the Blanks, Luke Wroblewski Signup Forms - Luke Wroblewski
  • 298. WORKSHOP #4 US CENSUS Please divide into three groups. Design a web page for delivering the US Census What special considerations will you make for business and user needs? Sketch quickly, write legibly Try to approximate actual size of objects and fonts You have 20 minutes Hint: It’s probably some kind of form
  • 299. WORKSHOP #4 US CENSUS Considerations: The census site must gather the following: • Name • Gender • Age • What the participant’s relationship to the householder is Are there any special considerations to make towards business objectives? How will the information be used or processed? What affordances/signifiers will you make in your design to accommodate diverse populations? What happens after the form is submitted?
  • 300. WORKSHOP #4 US CENSUS Definition of householder: The householder refers to the person (or one of the people) in whose name the housing unit is owned or rented (maintained) or, if there is no such person, any adult member, excluding roomers, boarders, or paid employees. If the house is owned or rented jointly by a married couple, the householder may be either the husband or the wife. The person designated as the householder is the "reference person" to whom the relationship of all other household members, if any, is recorded. The number of householders is equal to the number of households. Also, the number of family householders is equal to the number of families. Source: http://www.census.gov/population/www/cps/cpsdef.html
  • 302. PRETTY THINGS WORK BETTER. Norman D., 2004 Emotional Design: Why we love (or hate) everyday things
  • 303. PROCESSING DESIGN Self-image Reflective Memories Usefulness Behavioral Performance Visceral Appearance Modified from Norman D., 2004 Emotional Design: Why we love (or hate) everyday things
  • 304. VISCERAL LEVEL Automatic, biological, universal. Attractive faces,symmetrical objects, round objects, soothing colors and sounds. Design implications in images, graphics, visual design, aesthetics.
  • 305.
  • 306.
  • 307.
  • 308. FRIENDLY FACES We are drawn to friendly authentic faces. Not stock images. Don’t use stock images.
  • 309.
  • 310. WOMEN
  • 312. BEHAVIORAL LEVEL Performance - how well a product works. Usefulness - how useful is a product. Function rules! Usability is king!
  • 313. BEHAVIORAL DESIGN is user friendly
  • 315. 315
  • 316.
  • 317. TOP SEARCH ON YAHOO.COM “www.google.com”
  • 318. REFLECTIVE LEVEL Stays long than visceral level. Sense of exclusivity. Sensitive to experiences, training, education. Cultural differences relevant.
  • 319. WHAT DOES THIS PRODUCT SAY ABOUT ME?
  • 320. Behavioral Reflective
  • 322.
  • 323.
  • 324. CULTURAL COLOR THEORY Red - China, prosperity, happiness/South Africa, mourning Yellow - Egypt, mourning/Japan, courage Green - Middle East luck/Indonesia, forbidden color Black - China, trust, high quality
  • 325. FURTHER READING Thinking Fast and Slow, Kahneman, D. 2011 Emotional Design: Why we love (or hate) everyday things, Norman, D. 2004 Designing for the Social Web, Porter, J. 2008 Mental Models: Aligning Design Strategy with Human Behavior, Young, I. 2008 Neuro Web Design, Weinschenk, Ph.D., 2009
  • 326. WORKSHOP #2 EMOTION & DESIGN Break into three groups: Find 3 sites that play well on emotions through design.