| 17 |
Bringing Design and Research Closer Together |
The ‘should designers be able to code’ debate has raged for some time, but I’m interested in another debate: should designers be able to research?
Are you a designer who can do research? Good research and the insights you uncover inspire fresh ways of thinking and get your creative juices flowing. Good research brings clarity to a woolly brief. Audience insight helps sharpen your focus on what’s really important. Experimentation through research and design brings a sense of playfulness and curiosity to your work. Good research helps you do good design.
Being a web designer today is pretty tough, particularly if you’re a freelancer and work on your own. There are so many new ideas, approaches to workflow and trends and tools to keep up with. How do you decide which things to do and which to ignore? A modern web designer needs to be able to consider the needs of the audience, design appropriate IAs and layouts, choose colour palettes, pick appropriate typefaces and type layouts, wrangle with content, style, code, dabble in SEO, and the list goes on and on. Not only that, but today’s web designer also has to keep up with the latest talking points in the industry: responsive design, Agile, accessibility, Sass, Git, lean UX, content first, mobile first, blah blah blah. Any good web designer doesn’t need to be persuaded about the merits of including research in their toolkit, but do you really have time to include research too?
Who is responsible for research?
Generally, research in the web industry forms part of other disciplines and isn’t so much a discipline in its own right. It’s very often thought of as part of UX, or activities that make up a process such as IA or content strategy. Research is often undertaken by UX designers, information architects or content strategists and isn’t something designers or developers get that involved in. Some people lump all of these activities together and label it design research and have design researchers to do it. Some companies, such as the one I run with my husband Mark, are lucky enough to have someone with specialist research knowledge (yup, that would be me folks) who can lead all or most of the research work undertaken by the company. See also Mule Design, GOV.UK, the BBC, Mailchimp, Facebook and Twitter.
What if you’re not lucky enough to have your own researcher or team of researchers? Often research is the kind of thing that’s nice to have, or it can be cut from scope when doing the budget dance with a client. It often forms part of the discovery phase of a project and sometimes just becomes a tick-box exercise. But research isn’t just user testing and it shouldn’t just live in a report on Basecamp that no one reads. I would argue that research and experimentation is a way of working or an approach to how you design. Research can be used during the whole design process and must be a vital part of a designer’s workflow on every project. Even if you work in a small studio, you can still create a culture of audience insight. Even if you work on your own, you can still absorb yourself in as much audience data as you can throughout the project life cycle. Here’s how.
Research is everyone’s job
There is a subtle difference between writing a research report and delivering it to a client, and them actually using it and applying the insights to their thought process. In my experience of working in the audiences team at the BBC, research was most effective when the role was embedded in the production team and insights were used as part of the editorial process.
In this section I’ll talk through some common problems you might encounter in a typical project life cycle and show you ways you can use research to help you. For the sake of this article, let’s imagine that we’re talking about a particular project here and not ongoing product development. The same principles can of course be applied then, but even if you work in-house rather than on the agency side, you’re probably used to working on distinct projects or phases of work.
1. Problem: I want to come up with a new product idea.
Solution: Inspiration through insights.
Before you begin a new project, a good way of quickly absorbing all the existing knowledge that there maybe about a theme, product type or website is to literally surround yourself with it. This is especially relevant for new ideas or product development. Create an incident room if you can: fill the walls of your meeting room, the walls near your desk, or even just use a pinboard or online pinboard if space is tight or you’re working with a dispersed team. The same process can be used throughout a project’s or product life cycle — read about how MailChimp has applied this idea.
Let’s take a new product idea as an example. Say you wanted to develop a responsive tool for web designers but you weren’t sure what aspect of responsive design to focus on. First of all, you should pose a hypothesis or problem statement to gather ideas around. For example: “How to speed up a designer’s responsive workflow.” You would then need to gather insights around this topic. You could run some interviews with freelance designers about how they work responsively. You could shadow a development team for the day to understand their processes. You could observe conversations on Twitter or IRC or wherever your target audience interact to see what people talk about. You could search out industry data and articles currently available.
The next stage is to comb through this data and extract insights from it. You can use good old Post-it notes and a sharpie: capture one insight or thought per Post-it. If one insight leads into another, use two Post-its. The objective is volume. Try to ensure clarity in each Post-it so you don’t have to go back and reference material again (maybe you could use a key if you think it’ll get confusing).
After this, stick them all up and synthesise the same way you would for any kind of cluster or affinity sort. Organise into broad themes. These themes then become springboards for further exploration and idea generation. You might see a gap or opportunity in one particular area, both from a workflow perspective but also from a business perspective. Bingo. Your insights then become the fuel for ideas generation.
This method doesn’t just have to be used for new products — it works particularly well in a discovery phase for new projects or for new features in an existing product. We’re doing something similar for our own responsive tool, Gridset at the moment.
Resources:
Sticky Wisdom by Dave Allan, Matt Kingdon, Kris Murrin, Daz Rudkin
The Science of Serendipity by Matt Kingdon
The Art of Innovation by Tom Kelley
2. Problem: You’re starting a new project and need to know the basics before you get headlong into designing or building.
Solution: Quantitative survey.
Common questions might be:
Who are the users?
How many are there?
What are they like?
Why do they use the site?
What do they need from the site?
What are their goals?
Print out and stick up what you already know and have in your project space or ‘incident room’: any reports you have found or been given, analytics graphs, personas, pen portraits, as well as screengrabs of the current website, product or branding. Spend time looking through it all and identify the gaps.
If you have very little existing audience data, a quick and easy way to get some baseline information is to run a quick user survey on a current website. You can establish basic demographic information, appreciation and views of the website as it stands, as well as delve a little deeper into needs and wants. This is also vital if you want some kind of trackable measures to go back to once you have designed and built your shiny new website for your client — read more in my article for 24 ways last year.)
We use surveys a lot at Mark Boulton Design for our client work. Here’s a screen grab of one we ran in March on http://info.cern.ch before we redesigned the site and did the work on the First Website Project. We repeated the survey after the new website went live and were able to compare the results. Both surveys were a great source of insight to the project team as well as for the project stakeholders who needed to pitch the idea of the hack days and fundraise for them.
Once you’ve run your survey, you should always write up a short summary for yourself and your client to refer to. If you’re not a trained researcher, you should try to read up on analysis techniques or data visualisation. It can be easy to misinterpret data and make it bend to the story you are trying to tell. You should be looking for the story in the data and present it without bias.
If you’re using the ‘incident room’ method I mentioned earlier on, you can also extract the insights onto post it notes and add them to your growing body of knowledge.
Resources:
Using Questionnaires for Design Research by Emma Boulton
Data-driven Design with an Annual Survey by Aarron Walter
Research Methods for Product Design by Alex Milton and Paul Rodgers
A Practical Guide to Designing with Data by Brian Suda
3. Problem: You have a prototype of a new design and you need some feedback from real users.
Solution: User interviews and task based testing.
Interviewing is a staple research method that every designer should master as it can be used throughout a project life cycle. Erika Hall recently wrote a great article on the basics for A List Apart. From stakeholder interviews in a discovery phase, to initial user research, right through to task based testing and iteration, interviews can be enormously helpful. They are very time-consuming, however, and although speaking to someone is better than speaking to no one, it’s always better to plan to do a few interviews at once, rather than one or two. I generally find that patterns only start to emerge after I’ve spoken to 4 or 5 people. Interviews are another thing we do a lot of at Mark Boulton Design. Most of the interviews we do are remote due to the location of our clients and their users.
Rigour is an important consideration in all research activities and especially if you’re a non-researcher. Interviews particularly can be easily skewed by an inexperienced facilitator, which is why pairing can be a good approach. Building rapport, questioning, time keeping, note taking and thinking on your feet can be difficult to do all at once, so having a colleague take notes while you concentrate on leading the conversation can work really well. It’s important for the note taker to sit in on more than one interview so that they get a more rounded view of the feedback. The same person should also be involved in the analysis of the data.
Interviews can be analysed and written up in a report or summary as with other types of research. I often use the same kind of collaborative process detailed earlier for deciding on themes, particularly if multiple members of the team have been involved in interviewing.
Interviews are particularly useful for our incident room and can provide much colour and insight to an exploratory process. I often find verbatim quotes to be the most insightful type of data. You might find that an inexperienced researcher (or designer who is used to solving problems) will jump to interpretation too soon and forget to just listen to what the interviewee is saying. Capturing the exact form of words a person uses can help get away from this.
Resources:
Interviewing Humans by Erika Hall
A Pocket Guide to Interviewing for Research by Andrew Travers
Interviewing Users by Steve Portigal
4. Problem: How successful have I been with this new design?
Solution: Key performance indicators
Once your new design has been realised, it’s important to evaluate it. What works, what doesn’t work so well? As well as a straightforward design crit, don’t forget to introduce audience insights into a review meeting or project wash up.
Work out what your KPIs — your key performance indicators — will be beforehand and then you can start to track them over time. For example, number of visits, appreciation of the site, willingness to recommend the site to a friend, number of sales, and number of conversions are all sensible measures to track. Interviews can again be helpful but cold, hard numbers are often better here. Read Corey Vilhauer’s take on this on A List Apart.
Consistency is key here. If you have looked at your analytics and done a survey beforehand, you will have a baseline to start from. Don’t keep changing your measures and questions, or your data will not be comparable. Pick a few key questions or a set of measures, create a survey and then run it once a month, once a quarter, every six months or annually. You’ll start to see changes over time as the design beds in. You may see seasonal trends and spot patterns in the data related to other activities like marketing, promotion and so on. Keeping a record of all of this will increase your understanding of your audience. We’ve created a satisfaction survey for Gridset with a number of measures that we track on an ongoing basis. MailChimp has also created an annual survey with the aim of tracking their audience measures over time
Resources:
Search Analytics by Louis Rosenfeld
A Primer on A/B Testing by Lara Swanson
Lean UX by Jeff Gothelf
Anyone can do research
Research can be brought into the project life cycle at any stage. And of course, anyone can do research — you don’t need to be a researcher. Some of the main skills most designers possess are also key research skills: inquisitive nature, problem solving, playfulness, empathy, and so on.
We have a small team at Mark Boulton Design. Most of the team are designers and the rest of us focus on supporting the team and clients both in terms of billable work (research, content strategy, project management) as well as the non-billable things like finance and studio management.
Despite my best intentions, in the past I’ve undertaken research for clients in isolation — first being briefed by the design lead, carrying out the research and then delivering the findings back, trusting the design team to take the findings on board. This was often due to time and availability of resources.
We’ve been trying hard to join up our processes and collaborate even more across the team. Undertaking heuristic or design reviews collaboratively; taking part in frequent critiques of our work and the work of others together; pairing a researcher and a designer to run interviews; workshopping results from interviews to come up with recommendations; working closely together on questionnaire design; shadowing each other on tasks that don’t fall within our core skills. A little thing like moving our desks around has also helped us have more conversations that we can all be a part of.
I’ve come to the conclusion that my role as the research director at Mark Boulton Design is actually a facilitator of research. As well as carrying out research, I am responsible for ensuring that research happens consistently across the team. I am responsible for empowering and training our designers so they feel confident in carrying out their own user, audience or design research for clients. So they know what to look for, when to listen, when to probe and when to take note of something. So they know how to look for themes, how to synthesise insights from research and how to apply them to their work.
Better research leads to better design
So, are you a designer who can do research? Are you a researcher who can design? The best designers are a lucky combination of researcher and designer. If you’re not one of those, look at ways of enhancing the skills you lack. Because there’s no doubt in my mind, that becoming a better researcher will make you a better designer.
General resources:
Seeing the Elephant by Louis Rosenfeld
Connected UX by Aarron Walter
Beyond Usability Testing by Devan Goldstein
Just Enough Research by Erika Hall
The User Experience Team of One by Leah Buley
Undercover User Experience Design by Cennydd Bowles and James Box
A Pocket Guide to Psychology for Designers by Joe Leech
A Pocket Guide to International User Research by Chui Chui Tan
Remote Research by Nate Bolt and Tony Tulathimutte
A Pocket Guide to Experiments for Designers by Colin McFarland |
2013 |
Emma Boulton |
emmaboulton |
2013-12-22T00:00:00+00:00 |
https://24ways.org/2013/bringing-design-and-research-closer-together/ |
ux |
| 32 |
Cohesive UX |
With Yosemite, Apple users can answer iPhone calls on their MacBooks. This is weird. And yet it’s representative of a greater trend toward cohesion.
Shortly after upgrading to Yosemite, a call came in on my iPhone and my MacBook “rang” in parallel. And I was all, like, “Wut?” This was a new feature in Yosemite, and honestly it was a little bizarre at first.
Apple promotional image showing a phone call ringing simultaneously on multiple devices.
However, I had just spoken at a conference on the very topic you’re reading about now, and therefore I appreciated the underlying concept: the cohesion of user experience, the cohesion of screens.
This is just one of many examples I’ve encountered since beginning to speak about this topic months ago. But before we get ahead of ourselves, let’s look back at the past few years, specifically the role of responsive web design.
RWD != cohesive experience
I needn’t expound on the virtues of responsive web design (RWD). You’ve likely already encountered more than a career’s worth on the topic. This is a good thing. Count me in as one of its biggest fans.
However, if we are to sing the praises of RWD, we must also acknowledge its shortcomings. One of these is that RWD ends where the browser ends. For all its goodness, RWD really has no bearing on native apps or any other experiences that take place outside the browser. This makes it challenging, therefore, to create cohesion for multi-screen users if RWD is the only response to “let’s make it work everywhere.”
We need something that incorporates the spirit of RWD while unifying all touchpoints for the entire user experience—single device or several devices, in browser or sans browser, native app or otherwise.
I call this cohesive UX, and I believe it’s the next era of successful user experiences.
Toward a unified whole
Simply put, the goal of cohesive UX is to deliver a consistent, unified user experience regardless of where the experience begins, continues, and ends.
Two facets are vital to cohesive UX:
Function and form
Data symmetry
Let’s examine each of these.
Function AND form
Function over form, of course. Right? Not so fast, kiddo.
Consider Bruce Lawson’s dad. After receiving an Android phone for Christmas and thumbing through his favorite sites, he was puzzled why some looked different from their counterparts on the desktop. “When a site looked radically different,” Bruce observed, “he’d check the URL bar to ensure that he’d typed in the right address. In short, he found RWD to be confusing and it meant he didn’t trust the site.” A lack of cohesive form led to a jarring experience for Bruce’s dad.
Now, if I appear to be suggesting websites must look the same in every browser—you already learned they needn’t—know that I recognize the importance of context, especially in regards to mobile. I made a case for this more than seven years ago.
Rather, cohesive UX suggests that form deserves the same respect as function when crafting user experiences that span multiple screens or devices. And users are increasingly comfortable traversing media. For example, more than 40% of adults in the U.S. owning more than one device start an activity on one screen and finish it on another, according to a study commissioned by Facebook. I suspect that percentage will only increase in 2015, and I suspect the tech-affluent readers of 24 ways are among the 40%.
There are countless examples of cohesive form and function. Consider Gmail, which displays email conversations visually as a stack that can be expanded and collapsed like the bellows of an accordion. This visual metaphor has been consistent in virtually any instance of Gmail—website or app—since at least 2007 when I captured this screenshot on my Nokia 6680:
Screenshot captured while authoring Mobile Web Design (2007). Back then we didn’t call this an app, but rather a ‘smart client’.
When the holistic experience is cohesive as it is with Gmail, users’ mental models and even muscle memory are preserved.1 Functionality and aesthetics align with the expectations users have for how things should function and what they should look like. In other words, the experience is roughly the same across screens.
But don’t be ridiculous, peoples. Note that I said “roughly.” It’s important to avoid mindless replication of aesthetics and functionality for the sake of cohesion. Again, the goal is a unified whole, not a carbon copy. Affordances and concessions should be made as context and intuition require. For example, while Facebook users are accustomed to top-aligned navigation in the browser, they encounter bottom-aligned navigation in the iOS app as justified by user testing:
The iOS app model has held up despite many attempts to better it: http://t.co/rSMSAqeh9m pic.twitter.com/mBp36lAEgc— Luke Wroblewski (@lukew) December 10, 2014
Despite the (rather minor) lack of consistency in navigation placement, other elements such as icons, labels, and color theme work in tandem to produce a unified, holistic whole.
Data symmetry
Data symmetry involves the repetition, continuity, or synchronicity of data across screens, devices, and platforms. As regards cohesive UX, data includes not just the material (such as an article you’re writing on Medium) but also the actions that can be performed on or with that material (such as Medium’s authoring tools). That is to say, “sync verbs, not just nouns” (Josh Clark).
In my estimation, Amazon is an archetype of data symmetry, as is Rdio. When logged in, data is shared across virtually any device of any kind, irrespective of using a browser or native app. Add a product to your Amazon cart from your phone during the morning commute, and finish the transaction at work on your laptop. Easy peasy.
Amazon’s aesthetics are crazy cohesive, to boot:
Amazon web (left) and native app (right).
With Rdio, not only are playlists and listening history synced across screens as you would expect, but the cohesion goes even further. Rdio’s remote control feature allows you to control music playing on one device using another device, all in real time.
Rdio’s remote control feature, as viewed on my MacBook while music plays on my iMac.
At my office I often work from my couch using my MacBook, but my speakers are connected to my iMac. When signed in to Rdio on both devices, my MacBook serves as proxy for controlling Rdio on my iMac, much the same as any Yosemite-enabled device can serve as proxy for an incoming iPhone call.
Me, in my office. Note the iMac and speakers at far right.
This is a brilliant example of cohesive design, and it’s executed entirely via the cloud.
Things to consider
Consider the following when crafting cohesive experiences:
Inventory the elements that comprise your product experience, and cohesify them.2
Consider things such as copy, tone, typography, iconography, imagery, flow, placement, brand identification, account data, session data, user preferences, and so on. Then, create cohesion among these elements to the greatest extent possible, while adapting to context as needed.
Store session data in the cloud rather than locally.
For example, avoid using browser cookies to store shopping cart data, as cookies are specific to a single browser on a single device. Instead, store this data in the cloud so it can be accessed from other devices, as well as beyond the browser.
Consider using web views when developing your native app.
“You’re already using web apps in native wrappers without even noticing it,” Lukas Mathis contends. “The fact that nobody even notices, the fact that this isn’t a story, shows that, when it comes to user experience, web vs. native doesn’t matter anymore.” Web views essentially allow you to display HTML content inside a native wrapper. This can reduce the time and effort needed to make the overall experience cohesive. So whereas the navigation bar may be rendered by the app, for example, the remaining page display may be rendered via the web. There’s readily accessible documentation for using web views in C++, iOS, Android, and so forth.
Nature is calling
Returning to the example of Yosemite and sychronized phone calls, is it really that bizarre in light of cohesive UX? Perhaps at first. But I suspect that, over time, Yosemite’s cohesiveness — and the cohesiveness of other examples like the ones we’ve discussed here — will become not only more natural but more commonplace, too.
1 I browse Flipboard on my iPad nearly every morning as part of my breakfast routine. Swiping horizontally advances to the next page. Countless times I’ve done the same gesture in Flipboard for iPhone only to have it do nothing. This is because the gesture for advancing is vertical on phones. I’m so conditioned to the horizontal swipe that I often fail to make the switch to vertical swipe, and apparently others suffer from the same muscle memory, too.
2 Cohesify isn’t a thing. But chances are you understood what I meant. Yay neologism! |
2014 |
Cameron Moll |
cameronmoll |
2014-12-24T00:00:00+00:00 |
https://24ways.org/2014/cohesive-ux/ |
ux |
| 33 |
Five Ways to Animate Responsibly |
It’s been two years since I wrote about “Flashless Animation” on this very site. Since then, animation has steadily begun popping up on websites, from sleek app-like user interfaces to interactive magazine-like spreads. It’s an exciting time for web animation wonks, interaction developers, UXers, UI designers and a host of other acronyms!
But in our rush to experiment with animation it seems that we’re having fewer conversations about whether or not we should use it, and more discussions about what we can do with it. We spend more time fretting over how to animate all the things at 60fps than we do devising ways to avoid incapacitating users with vestibular disorders.
I love web animation. I live it. And I make adorably silly things with it that have no place on a self-respecting production website. I know it can be abused. We’ve all made fun of Flash-turbation. But how quickly we forget the lessons we learned from that period of web design. Parallax scrolling effects may be the skip intro of this generation. Surely we have learned better in the sobering up period between Flash and the web animation API.
So here are five bits of advice we can use to pull back from the edge of animation abuse. With these thoughts in mind, we can make 2015 the year web animation came into its own.
Animate deliberately
Sadly, animation is considered decorative by the bulk of the web development community. UI designers and interaction developers know better, of course. But when I’m teaching a workshop on animation for interaction, I know that my students face an uphill battle against decision makers who consider it nice to have, and tack it on at the end of a project, if at all.
This stigma is hard to shake. But it starts with us using animation deliberately or not at all. Poorly considered, tacked-on animation will often cause more harm than good. Users may complain that it’s too slow or too fast, or that they have no idea what just happened.
When I was at Chrome Dev Summit this year, I had the privilege to speak with Roma Sha, the UX lead behind Polymer’s material design (with the wonderful animation documentation). I asked her what advice she’d give to people using animation and transitions in their own designs. She responded simply: animate deliberately. If you cannot afford to slow down to think about animation and make well-informed and well-articulated decisions on behalf of the user, it is better that you not attempt it at all. Animation takes energy to perform, and a bad animation is worse than none at all.
It takes more than twelve principles
We always try to draw correlations between disparate things that spark our interest. Recently it feels like more and more people are putting the The Illusion of Life on their reading shelf next to Understanding Comics. These books give us so many useful insights from other industries. However, we should never mistake a website for a comic book or an animated feature film. Some of these concepts, while they help us see our work in a new light, can be more or less relevant to producing said work.
The illusion of life from cento lodigiani on Vimeo.
I am specifically thinking of the twelve principles of animation put forth by Disney studio veterans in that great tome The Illusion of Life. These principles are very useful for making engaging, lifelike animation, like a ball bouncing or a squirrel scampering, or the physics behind how a lightbox should feel transitioning off a page. But they provide no direction at all for when or how something should be animated as part of a greater interactive experience, like how long a drop-down should take to fully extend or if a group of manipulable objects should be animated sequentially or as a whole.
The twelve principles are a great place to start, but we have so much more to learn. I’ve documented at least six more functions of interactive animation that apply to web and app design. When thinking about animation, we should consider why and how, not just what, the physics. Beautiful physics mean nothing if the animation is superfluous or confusing.
Useful and necessary, then beautiful
There is a Shaker saying: “Don’t make something unless it is both necessary and useful; but if it is both necessary and useful, don’t hesitate to make it beautiful.” When it comes to animation and the web, currently there is very little documentation about what makes it useful or necessary. We tend to focus more on the beautiful, the delightful, the aesthetic. And while aesthetics are important, they take a back seat to the user’s overall experience.
The first time I saw the load screen for Pokemon Yellow on my Game Boy, I was enthralled. By the sixth time, I was mashing the start button as soon as Game Freak’s logo hit the screen. What’s delightful and meaningful to us while working on a project is not always so for our users. And even when a purely delightful animation is favorably received, as with Pokemon Yellow’s adorable opening screen, too many repetitions of the cutest but ultimately useless animation, and users start to resent it as a hindrance.
If an animation doesn’t help the user in some way, by showing them where they are or how two elements on a page relate to each other, then it’s using up battery juice and processing cycles solely for the purpose of delight. Hardly the best use of resources.
Rather than animating solely for the sake of delight, we should first be able to articulate two things the animation does for the user. As an example, take this menu icon from Finethought.com (found via Use Your Interface). The menu icon does two things when clicked:
It gives the user feedback by animating, letting the user know its been clicked.
It demonstrates its changed relationship to the page’s content by morphing into a close button.
Assuming we have two good reasons to animate something, there is no reason our third cannot be to delight the user.
Go four times faster
There is a rule of thumb in the world of traditional animation which is applicable to web animation: however long you think your animation should last, take that time and halve it. Then halve it again! When we work on an animation for hours, our sense of time dilates. What seems fast to us is actually unbearably slow for most users. In fact, the most recent criticism from users of animated interfaces on websites seems to be, “It’s so slow!” A good animation is unobtrusive, and that often means running fast.
When getting your animations ready for prime time, reduce those durations to 25% of their original speed: a four-second fade out should be over in one.
Install a kill switch
No matter how thoughtful and necessary an animation, there will be people who become physically sick from seeing it. For these people, we must add a way to turn off animations on the website.
Fortunately, web designers are already thinking of ways to empower users to make their own decisions about how they experience the web. As an example, this site for the animated film Little from the Fish Shop allows users to turn off most of the parallax effects. While it doesn’t remove the animation entirely, this website does reduce the most nauseating of the animations.
Animation is a powerful tool in our web design arsenal. But we must take care: if we abuse animation it might get a bad reputation; if we underestimate it, it won’t be prioritized. But if we wield it thoughtfully, use it where it is both necessary and useful, and empower users to turn it off, animation is a tool that will help us build things that are easier to use and more delightful for years to come.
Let’s make 2015 the year web animation went to work for users. |
2014 |
Rachel Nabors |
rachelnabors |
2014-12-14T00:00:00+00:00 |
https://24ways.org/2014/five-ways-to-animate-responsibly/ |
ux |
| 48 |
A Holiday Wish |
A friend and I were talking the other day about why clients spend more on toilet cleaning than design, and how the industry has changed since the mid-1990s, when we got our starts. Early in his career, my friend wrote a fine CSS book, but for years he has called himself a UX designer. And our conversation got me thinking about how I reacted to that title back when I first started hearing it.
“Just what this business needs,” I said to myself, “another phony expert.”
Okay, so I was wrong about UX, but my touchiness was not altogether unfounded. In the beginning, our industry was divided between freelance jack-of-all-trade punks, who designed and built and coded and hosted and Photoshopped and even wrote the copy when the client couldn’t come up with any, and snot-slick dot-com mega-agencies that blew up like Alice and handed out titles like impoverished nobles in the years between the world wars.
I was the former kind of designer, a guy who, having failed or just coasted along at a cluster of other careers, had suddenly, out of nowhere, blossomed into a web designer—an immensely curious designer slash coder slash writer with a near-insatiable lust to shave just one more byte from every image. We had modems back then, and I dreamed in sixteen colors. My source code was as pretty as my layouts (arguably prettier) and I hoovered up facts and opinions from newsgroups and bulletin boards as fast as any loudmouth geek could throw them. It was a beautiful life.
But soon, too soon, the professional digital agencies arose, buying loft buildings downtown, jacking in at T1 speeds, charging a hundred times what I did, and communicating with their clients in person, in large artfully bedecked rooms, wearing hand-tailored Barney’s suits and bringing back the big city bullshit I thought I’d left behind when I quit advertising to become a web designer.
Just like the big bad ad agencies of my early career, the new digital agencies stocked every meeting with a totem pole worth of ranks and titles. If the client brought five upper middle managers to the meeting, the agency did likewise. If fifteen stakeholders got to ask for a bigger logo, fifteen agency personnel showed up to take notes on the percentage of enlargement required.
But my biggest gripe was with the titles.
The bigger and more expensive the agency, the lousier it ran with newly invented titles. Nobody was a designer any more. Oh, no. Designer, apparently, wasn’t good enough. Designer was not what you called someone you threw that much money at.
Instead of designers, there were user interaction leads and consulting middleware integrators and bilabial experience park rangers and you name it. At an AIGA Miami event where I was asked to speak in the 1990s, I once watched the executive creative director of the biggest dot-com agency of the day make a presentation where he spent half his time bragging that the agency had recently shaved down the number of titles for people who basically did design stuff from forty-six to just twenty-three—he presented this as though it were an Einsteinian coup—and the other half of his time showing a film about the agency’s newly opened branch in Oslo. The Oslo footage was shot in December. I kept wondering which designer in the audience who lived in the constant breezy balminess of Miami they hoped to entice to move to dark, wintry Norway. But I digress.
Shortly after I viewed this presentation, the dot-com world imploded, brought about largely by the euphoric excess of the agencies and their clients. But people still needed websites, and my practice flourished—to the point where, in 1999, I made the terrifying transition from guy in his underwear working freelance out of his apartment to head of a fledgling design studio. (Note: you never stop working on that change.)
I had heard about experience design in the 1990s, but assumed it was a gig for people who only knew one font.
But sometime around 2004 or 2005, among my freelance and small-studio colleagues, like a hobbit in the Shire, I began hearing whispers in the trees of a new evil stirring. The fires of Mordor were burning. Web designers were turning in their HTML editing tools and calling themselves UXers.
I wasn’t sure if they pronounced it “uck-sir,” or “you-ex-er,” but I trusted their claims to authenticity about as far as I trusted the actors in a Doctor Pepper commercial when they claimed to be Peppers. I’m an UXer, you’re an UXer, wouldn’t you like to be an UXer too? No thanks, said I. I still make things. With my hands.
Such was my thinking. I may have earned an MFA at the end of some long-past period of soul confusion, but I have working-class roots and am profoundly suspicious of, well, everything, but especially of anything that smacks of pretense. I got exporting GIFs. I didn’t get how white papers and bullet points helped anybody do anything.
I was wrong. And gradually I came to know I was wrong. And before other members of my tribe embraced UX, and research, and content strategy, and the other airier consultant services, I was on board. It helped that my wife of the time was a librarian from Michigan, so I’d already bought into the cult of information architecture. And if I wasn’t exactly the seer who first understood how borderline academic practices related to UX could become as important to our medium and industry as our craft skills, at least I was down a lot faster than Judd Apatow got with feminism. But I digress.
I love the web and all the people in it. Today I understand design as a strategic practice above all. The promise of the web, to make all knowledge accessible to all people, won’t be won by HTML5, WCAG 2, and responsive web design alone.
We are all designers. You may call yourself a front-end developer, but if you spend hours shaving half-seconds off an interaction, that’s user experience and you, my friend, are a designer. If the client asks, “Can you migrate all my old content to the new CMS?” and you answer, “Of course we can, but should we?”, you are a designer. Even our users are designers. Think about it.
Once again, as in the dim dumb dot-com past, we seem to be divided by our titles. But, O, my friends, our varied titles are only differing facets of the same bright gem. Sisters, brothers, we are all designers. Love on! Love on!
And may all your web pages, cards, clusters, clumps, asides, articles, and relational databases be bright. |
2014 |
Jeffrey Zeldman |
jeffreyzeldman |
2014-12-18T00:00:00+00:00 |
https://24ways.org/2014/a-holiday-wish/ |
ux |
| 69 |
How to Do a UX Review |
A UX review is where an expert goes through a website looking for usability and experience problems and makes recommendations on how to fix them.
I’ve completed a number of UX reviews over my twelve years working as a user experience consultant and I thought I’d share my approach.
I’ll be talking about reviewing websites here; you can adapt the approach for web apps, or mobile or desktop apps.
Why conduct a review
Typically, a client asks for a review to be undertaken by a trusted and, ideally, detached third party who either works for an agency or is a freelancer. Often they may ask a new member of the UX team to complete one, or even set it as a task for a job interview. This indicates the client is looking for an objective view, seen from the outside as a user would see the website.
I always suggest conducting some user research rather than a review. Users know their goals and watching them make (what you might think of as) mistakes on the website is invaluable. Conducting research with six users can give you six hours’ worth of review material from six viewpoints. In short, user research can identify more problems and show how common those problems might be.
There are three reasons, though, why a review might better suit client needs than user research:
Quick results: user research and analysis takes at least three weeks.
Limited budget: the £6–10,000 cost to run user research is about twice the cost of a UX review.
Users are hard to reach: in the business-to-business world, reaching users is difficult, especially if your users hold senior positions in their organisations. Working with consumers is much easier as there are often more of them.
There is some debate about the benefits of user research over UX review. In my experience you learn far more from research, but opinions differ.
Be objective
The number one mistake many UX reviewers make is reporting back the issues they identify as their opinion. This can cause credibility problems because you have to keep justifying why your opinion is correct.
I’ve had the most success when giving bad news in a UX review and then finally getting things fixed when I have been as objective as possible, offering evidence for why something may be a problem.
To be objective we need two sources of data: numbers from analytics to appeal to reason; and stories from users in the form of personas to speak to emotions. Highlighting issues with dispassionate numerical data helps show the extent of the problem. Making the problems more human using personas can make the problem feel more real.
Numbers from analytics
The majority of clients I work with use Google Analytics, but if you use a different analytics package the same concepts apply. I use analytics to find two sets of things.
1. Landing pages and search terms
Landing pages are the pages users see first when they visit a website – more often than not via a Google search. Landing pages reveal user goals. If a user landed on a page called ‘Yellow shoes’ their goal may well be to find out about or buy some yellow shoes.
It would be great to see all the search terms bringing people to the website but in 2011 Google stopped providing search term data to (rightly!) protect users’ privacy. You can get some search term data from Google Webmaster tools, but we must rely on landing pages as a clue to our users’ goals.
The thing to look for is high-traffic landing pages with a high bounce rate. Bounce rate is the percentage of visitors to a website who navigate away from the site after viewing only one page. A high bounce rate (over 50%) isn’t good; above 70% is bad.
To get a list of high-traffic landing pages with a high bounce rate install this bespoke report.
Google Analytics showing landing pages ordered by popularity and the bounce rate for each.
This is the list of pages with high demand and that have real problems as the bounce rate is high. This is the main focus of the UX review.
2. User flows
We have the beginnings of the user journey: search terms and initial landing pages. Now we can tap into the really useful bit of Google Analytics. Called behaviour flows, they show the most common order of pages visited.
Behaviour flows from Google Analytics, showing the routes users took through the website.
Here we can see the second and third (and so on) pages users visited. Importantly, we can also see the drop-outs at each step.
If your client has it set up, you can also set goal pages (for example, a post-checkout contact us and thank you page). You can then see a similar view that tracks back from the goal pages. If your client doesn’t have this, suggest they set up goal tracking. It’s easy to do.
We now have the remainder of the user journey.
A user journey
Expect the work in analytics to take up to a day.
We may well identify more than one user journey, starting from different landing pages and going to different second- and third-level pages. That’s a good thing and shows we have different user types. Talking of user types, we need to define who our users are.
Personas
We have some user journeys and now we need to understand more about our users’ motivations and goals.
I have a love-hate relationship with personas, but used properly these portraits of users can help bring a human touch to our UX review.
I suggest using a very cut-down view of a persona. My old friends Steve Cable and Richard Caddick at cxpartners have a great free template for personas from their book Communicating the User Experience.
The first thing to do is find a picture that represents that persona. Don’t use crappy stock photography – it’s sometimes hard to relate to perfect-looking people) – use authentic-looking people. Here’s a good collection of persona photos.
An example persona.
The personas have three basic attributes:
Goals: we can complete these drawing on the analytics data we have (see example).
Musts: things we have to do to meet the persona’s needs.
Must nots: a list of things we really shouldn’t do.
Completing points 2 and 3 can often be done during the writing of the report.
Let’s take an example. We know that the search term ‘yellow shoes’ takes the user to the landing page for yellow shoes. We also know this page has a high bounce rate, meaning it doesn’t provide a good experience.
With our expert hat on we can review the page. We will find two types of problem:
Usability issues: ineffective button placement or incorrect wording, links not looking like links, and so on.
Experience issues: for example, if a product is out of stock we have to contact the business to ask them to restock.
That link is very small and hard to see.
We could identify that the contact button isn’t easy to find (a usability issue) but that’s not the real problem here. That the user has to ask the business to restock the item is a bad user experience. We add this to our personas’ must nots. The big experience problems with the site form the musts and must nots for our personas.
We now have a story around our user journey that highlights what is going wrong.
If we’ve identified a number of user journeys, multiple landing pages and differing second and third pages visited, we can create more personas to match. A good rule of thumb is no more than three personas. Any more and they lose impact, watering down your results.
Expect persona creation to take up to a day to complete.
Let’s start the review
We take the user journeys and we follow them step by step, working through the website looking for the reasons why users drop out at each step. Using Keynote or PowerPoint, I structure the final report around the user journey with separate sections for each step.
For each step we’ll find both usability and experience problems. Split the results into those two groups.
Usability problems are fairly easy to fix as they’re often quick design changes. As you go along, note the usability problems in one place: we’ll call this ‘quick wins’. Simple quick fixes are a reassuring thing for a client to see and mean they can get started on stuff right away. You can mark the severity of usability issues. Use a scale from 1 to 3 (if you use 1 to 5 everything ends up being a 3!) where 1 is minor and 3 is serious.
Review the website on the device you’d expect your persona to use. Are they using the site on a smartphone? Review it on a smartphone.
I allow one page or slide per problem, which allows me to explain what is going wrong. For a usability problem I’ll often make a quick wireframe or sketch to explain how to address it.
A UX review slide displaying all the elements to be addressed. These slides may be viewed from across the room on a screen so zoom into areas of discussion.
(Quick tip: if you use Google Chrome, try Awesome Screenshot to capture screens.)
When it comes to the more severe experience problems – things like an online shop not offering next day delivery, or a business that needs to promise to get back to new customers within a few hours – these will take more than a tweak to the UI to fix.
Call these something different. I use the terms like business challenges and customer experience issues as they show that it will take changes to the organisation and its processes to address them. It’s often beyond the remit of a humble UX consultant to recommend how to fix organisational issues, so don’t try.
Again, create a page within your document to collect all of the business challenges together.
Expect the review to take between one and three days to complete.
The final report should follow this structure:
The approach
Overview of usability quick wins
Overview of experience issues
Overview of Google Analytics findings
The user journeys
The personas
Detailed page-by-page review (broken down by steps on the user journey)
There are two academic theories to help with the review.
Heuristic evaluation is a set of criteria to organise the issues you find. They’re great for categorising the usability issues you identify but in practice they can be quite cumbersome to apply.
I prefer the more scientific and much simpler cognitive walkthrough that is focused on goals and actions.
A workshop to go through the findings
The most important part of the UX review process is to talk through the issues with your client and their team.
A document can only communicate a certain amount. Conversations about the findings will help the team understand the severity of the issues you’ve uncovered and give them a chance to discuss what to do about them.
Expect the workshop to last around three hours.
When presenting the report, explain the method you used to conduct the review, the data sources, personas and the reasoning behind the issues you found. Start by going through the usability issues. Often these won’t be contentious and you can build trust and improve your credibility by making simple, easy to implement changes.
The most valuable part of the workshop is conversation around each issue, especially the experience problems. The workshop should include time to talk through each experience issue and how the team will address it.
I collect actions on index cards throughout the workshop and make a note of who will take what action with each problem.
Index cards showing the problem and who is responsible.
When talking through the issues, the person who designed the site is probably in the room – they may well feel threatened. So be nice.
When I talk through the report I try to have strong ideas, weakly held.
At the end of the workshop you’ll have talked through each of the issues and identified who is responsible for addressing them. To close the workshop I hand out the cards to the relevant people, giving them a physical reminder of the next steps they have to take.
That’s my process for conducting a review. I’d love to hear any tips you have in the comments. |
2015 |
Joe Leech |
joeleech |
2015-12-03T00:00:00+00:00 |
https://24ways.org/2015/how-to-do-a-ux-review/ |
ux |
| 78 |
Fluent Design through Early Prototyping |
There’s a small problem with wireframes. They’re not good for showing the kind of interactions we now take for granted – transitions and animations on the web, in Android, iOS, and other platforms. There’s a belief that early prototyping requires a large amount of time and effort, and isn’t worth an early investment. But it’s not true!
It’s still normal to spend a significant proportion of time working in wireframes. Given that wireframes are high-level and don’t show much detail, it’s tempting to give up control and responsibility for things like transitions and other things sidelined as visual considerations. These things aren’t expressed well, and perhaps not expressed at all, in wireframes, yet they critically influence the quality of a product. Rapid prototyping early helps to bring sidelined but significant design considerations into focus.
Speaking fluent design
Fluency in a language means being able to speak it confidently and accurately. The Latin root means flow.
By design fluency, I mean using a set of skills in order to express or communicate an idea. Prototyping is a kind of fluency. It takes designers beyond the domain of grey and white boxes to consider all the elements that make up really good product design.
Designers shouldn’t be afraid of speaking fluent design. They should think thoroughly about product decisions beyond their immediate role — not for the sake of becoming some kind of power-hungry design demigod, but because it will lead to better, more carefully considered product design.
Wireframes are incomplete sentences
Wireframes, once they’ve served their purpose, are a kind of self-imposed restriction.
Mostly made out of grey and white boxes, they deliberately express the minimum. Important details — visuals, nuanced transitions, sounds — are missing. Their appearance bears little resemblance to the final thing. Responsibility for things that traditionally didn’t matter (or exist) is relinquished. Animations and transitions in particular are increasingly relevant to the mobile designer’s methods. And rather than being fanciful and superfluous visual additions to a product, they help to clarify designs and provide information about context.
Wireframes are useful in the early stages. As a designer trying to persuade stakeholders, clients, or peers, sometimes it will be in your interests to only tell half the story. They’re ideal for gauging whether a design is taking the right direction, and they’re the right medium for deciding core things, such as the overall structure and information architecture.
But spending a long time in wireframes means delaying details to a later stage in the project, or to the end, when the priority is shifted to getting designs out of the door. This leaves little time to test, finesse and perfect things which initially seemed to be less important. I think designers should move away from using wireframes as primary documentation once the design has reached a certain level of maturity.
A prototype is multiple complete sentences
Paragraphs, even.
Unlike a wireframe, a prototype is a persuasive storyteller. It can reveal the depth and range of design decisions, not just the layout, but also motion: animations and transitions. If it’s a super-high-fidelity prototype, it’s a perfect vessel for showing the visual design as well. It’s all of these things that contribute to the impression that a product is good… and useful, and engaging, and something you’d like to use.
A prototype is impressive. A good prototype can help to convince stakeholders and persuade clients. With a compelling demo, people can more easily imagine that this thing could actually exist. “Hey”, they’re thinking. “This might actually be pretty good!”
How to make a prototype in no time and with no effort
Now, it does take time and effort to make a prototype. However, good news! It used to require a lot more effort. There are tools that make prototyping much quicker and easier.
If you’re making a mobile prototype (this seems quite likely), you will want to test and show this on the actual device. This sounds like it could be a pain, but there are a few ways to do this that are quite easy.
Keynote, Apple’s presentation software, is an unlikely candidate for a prototyping tool, but surprisingly great and easy for creating prototypes with transitions that can be shown on different devices.
Keynote enables you to do a few useful, excellent things. You can make each screen in your design a slide, which can be linked together to allow you to click through the prototype. You can add customisable transitions between screens. If you want to show a panel that can slide open or closed on your iPad mockup, for example, transitions can also be added to individual elements on the screen. The design can be shown on tablet and mobile devices, and interacted with like it’s a real app. Another cool feature is that you can export the prototype as a video, which works as another effective format for demoing a design.
Overall, Keynote offers a very quick, lightweight way to prototype a design. Once you’ve learned the basics, it shouldn’t take longer than a few hours – at most – to put together a respectable clickable prototype with transitions.
Download the interactive MOV example
Holly icon by Megan Sheehan from The Noun Project
This is a Quicktime movie exported from Keynote. This version is animated for demonstration purposes, but download the interactive original and you can click the screen to move through the prototype. It demonstrates the basic interactivity of an iPhone app. This anonymised example was used on a project at Fjord to create a master example of an app’s transitions.
Prototyping drawbacks, and perceived drawbacks
If prototyping is so great, then why do we leave it to the end, or not bother with it at all? There are multiple misconceptions about prototyping: they’re too difficult to make; they take too much time; or they’re inaccurate (and dangerous) documentation.
A prototype is a preliminary model. There should always be a disclaimer that it’s not the real thing to avoid setting up false expectations.
A prototype doesn’t have to be the main deliverable. It can be a key one that’s supported by visual and interaction specifications. And a prototype is a lightweight means of managing and reflecting changes and requirements in a project.
An actual drawback of prototyping is that to make one too early could mean being gung-ho with what you thought a client or stakeholder wanted, and delivering something inappropriate. To avoid this, communicate, iterate, and keep things simple until you’re confident that the client or other stakeholders are happy with your chosen direction.
The key throughout any design project is iteration. Designers build iterative models, starting simple and becoming increasingly sophisticated. It’s a process of iterative craft and evolution. There’s no perfect methodology, no magic recipe to follow.
What to do next
Make a prototype! It’s the perfect way to impress your friends.
It can help to advance a brilliant idea with a fraction of the effort of complete development. Sketches and wireframes are perfect early on in a project, but once they’ve served their purpose, prototypes enable the design to advance, and push thinking towards clarifying other important details including transitions.
For Keynote tutorials, Keynotopia is a great resource. Axure is standard and popular prototyping software many UX designers will already be familiar with; it’s possible to create transitions in Axure. POP is an iPhone app that allows you to design apps on paper, take photos with your phone, and turn them into interactive prototypes. Ratchet is an elegant iPhone prototyping tool aimed at web developers.
There are perhaps hundreds of different prototyping tools and methods. My final advice is not to get bogged down in (or limited by) any particular tool, but to remember you’re making quick and iterative models. Experiment and play!
Prototyping will push you and your designs to a scary place without limitations. No more grey and white boxes, just possibilities! |
2012 |
Rebecca Cottrell |
rebeccacottrell |
2012-12-10T00:00:00+00:00 |
https://24ways.org/2012/fluent-design-through-early-prototyping/ |
ux |
| 96 |
Unwrapping the Wii U Browser |
The Wii U was released on 18 November 2012 in the US, and 30 November in the UK. It’s the first eighth generation home console, the first mainstream second-screen device, and it has some really impressive browser specs.
Consoles are not just for games now: they’re marketed as complete entertainment solutions. Internet connectivity and browser functionality have gone from a nice-to-have feature in game consoles to a selling point. In Nintendo’s case, they see it as a challenge to design an experience that’s better than browsing on a desktop.
Let’s make a browser that users can use on a daily basis, something that can really handle everything we’ve come to expect from a browser and do it more naturally.
Sasaki – Iwata Asks on Nintendo.com
With 11% of people using console browsers to visit websites, it’s important to consider these devices right from the start of projects. Browsing the web on a TV or handheld console is a very different experience to browsing on a desktop or a mobile phone, and has many usability implications.
Console browser testing
When I’m testing a console browser, one of the first things I do is run Niels Leenheer’s HTML5 test and Lea Verou’s CSS3 test. I use these benchmarks as a rough comparison of the standards each browser supports.
In October, IE9 came out for the Xbox 360, scoring 120/500 in the HTML5 test and 32% in the CSS3 test. The PS Vita also had an update to its browser in recent weeks, jumping from 58/500 to 243/500 in the HTML5 test, and 32% to 55% in the CSS3 test. Manufacturers have been stepping up their game, trying to make their browsing experiences better.
To give you an idea of how the Wii U currently compares to other devices, here are the test results of the other TV consoles I’ve tested. I’ve written more in-depth notes on TV and portable console browsers separately.
Year of releaseHTML5 scoreCSS3 scoreNotes
Wii U2012258/50048%Runs a Netfront browser (WebKit).
Wii200689/500Wouldn’t runRuns an Opera browser.
PS3200668/50038%Runs a Netfront browser (WebKit).
Xbox 3602005120/50032%A browser for the Xbox (IE9) was only recently released in October 2012. The Kinect provides voice and gesture support. There’s also SmartGlass, a second-screen app for platforms including Android and iOS.
The Wii U browser is Nintendo’s fifth attempt at a console browser. Based on these tests, it’s already looking promising.
Why console browsers used to suck
It takes a lot of system memory to run a good browser, and the problem of older consoles is that they don’t have much memory available. The original Nintendo DS needs a memory expansion pack just to run the browser, because the 4MB it has on board isn’t enough. I noticed that even on newer devices, some sites fail to load because the system runs out of memory.
The Wii came out six years ago with an Opera browser. Still being used today and with such low resources available, the latest browser features can’t reasonably be supported. There’s also pressure to add features such as tabs, and enable gamers to use the browser while a game is paused. Nintendo’s browser team have the advantage of higher specs to play with on their new console (1GB of memory dedicated to games, 1GB for the system), which makes it easier to support the latest standards. But it’s still a challenge to fit everything in.
…even though we have more memory, the amount of memory we can use for the browser is limited compared to a PC, so we’ve worked in ways that efficiently allocates the available memory per tab. To work on this, the experience working on the browser for the Nintendo 3DS system under a limited memory constraint helped us greatly.
Sasaki – Iwata Asks on Nintendo.com
In the box
The Wii U consists of a console unit which plugs into a TV (the first to support HD), and a wireless controller known as a gamepad. The gamepad is a lot bigger than typical TV console controllers, and it has a touchscreen on the front. The touchscreen is resistive, responding to pressure rather than electrical current. It’s intended to be used with a stylus (provided) but fingers can be used.
It might look a bit like one, but the gamepad isn’t a portable console designed to be taken out like the PS Vita. The gamepad can be used as a standalone screen with the TV switched off, as long as it’s within range of the console unit – it basically piggybacks off it.
It’s surprisingly lightweight for its size. It has a wealth of detectors including 9-axis control. Sensors wake the device from sleep when it’s picked up. There’s also a camera on the front, and a headphone port and speakers, with audio coming through both the TV and the gamepad giving a surround sound feel.
Up to six tabs can be opened at once, and the browser can be used while games are paused. There’s a really nice little feature here – the current game’s name is saved as a search option, so it’s really quick to look up contextual content such as walk-throughs.
Controls
Only one gamepad can be used to control the browser, but if there are Wiimotes connected, they can be used as pointers. This doesn’t let the user do anything except point (they each get a little hand icon with a number on it displayed on the screen), but it’s interesting that multiple people can be interacting with a site at once.
See a bigger version
The gamepad can also be used as a simple TV remote control, with basic functions such as bringing up the programme guide, adjusting volume and changing channel. I found the simplified interface much more usable than a full-featured remote control.
I’m used to scrolling being sluggish on consoles, but the Wii U feels almost as snappy as a desktop browser. Sites load considerably faster compared with others I’ve tested.
Tilt-scroll
Holding down ZL and ZR while tilting the screen activates an Instapaper-style tilt to scroll for going up and down the page quickly, useful for navigating very long pages.
Second screen
The TV mirrors most of what’s on the gamepad, although the TV screen just displays the contents of the browser window, while the gamepad displays the site along with the browser toolbar.
When the user with the gamepad is typing, the keyboard is hidden from the TV screen – there’s just a bit of text at the top indicating what’s happening on the gamepad.
Pressing X draws an on-screen curtain over the TV, hiding the content that’s on the gamepad from the TV. Pressing X again opens the curtains, revealing what’s on the gamepad. Holding the button down plays a drumroll before it’s released and the curtains are opened. I can imagine this being used in meetings as a fun presentation tool.
In a sense, browsing is a personal activity, but you get the idea that people will be coming and going through the room. When I first saw the curtain function, it made a huge impression on me. I walked around with it all over the company saying, “They’ve really come up with something amazing!”
Iwata – Iwata Asks on Nintendo.com
Text
Writing text
Unlike the capacitive screens on smartphones, the Wii U’s resistive screen needs to be pressed harder than you’re probably used to for registering a touch event. The gamepad screen is big, which makes it much easier to type on this device than other handheld consoles, even without the stylus. It’s still more fiddly than a full-sized keyboard though. When you’re designing forms, consider the extra difficulty console users experience.
Although TV screens are physically big, they are typically viewed from further away than desktop screens. This makes readability an issue, so Nintendo have provided not one, but four ways to zoom in and out:
Double-tapping on the screen.
Tapping the on-screen zoom icons in the browser toolbar.
Pressing the + and - buttons on the device.
Moving the right analogue stick up and down.
As well as making it easy to zoom in and out, Nintendo have done a few other things to improve the reading experience on the TV.
System font
One thing you’ll notice pretty quickly is that the browser lacks all the fonts we’re used to falling back to. Serif fonts are replaced with the system’s sans-serif font. I couldn’t get Typekit’s font loading method to work but Fontdeck, which works slightly differently, does display custom fonts.
The system font has been optimised for reading at a distance and is easy to distinguish because the lowercase e has a quirky little tilt.
Don’t lose :focus
Using the D-pad to navigate is similar to using a keyboard. Individual links are focused on, with a blue outline drawn around them.
The recently redesigned An Event Apart site is an example that improves the experience for keyboard and D-pad users. They’ve added a yellow background colour to links on focus. It feels nicer than the default blue outline on its own.
Media
This year, television overtook PCs as the primary way to watch online video content. TV is the natural environment for video, and 42% of online TVs in the US are connected to the internet via a console. Unfortunately, the <video> tag isn’t supported in most console browsers, and those that have Flash installed often have such an old version that the video won’t play.
I suspect this has been a big driver in getting console browsers to support web standards. The Wii U is designed with video content in mind. It doesn’t support Flash but it does support the HTML5 <video> tag.
Some video formats can’t be played, but those that are supported bring up an optimised interface with a custom scrub bar. This is where the device switches from mirroring the TV to being a second screen. The full-screen video is displayed on the TV, and the interface on the gamepad.
The really clever bit is that while a video is playing, the gamepad user can keep the video playing on the TV screen while searching for another video or browsing the web. This is the same for images too.
On the left, the video is being shown full-screen on the TV and gamepad. Only the gamepad gets the scrub bar. Clicking the slide up/down button (circled) lets the gamepad user browse the web while the video on the TV continues to play full-screen, as shown in the image on the right.
There’s support for SVG images, and they look great on a high-definition TV screen. However, there’s currently no way to save or download files.
Preparing for console users
I wasn’t expecting to be quite as impressed as I am by this browser. It’s encouraging to see console makers investing time into improving the experience as well as the standards support. In the same way there was an explosion in mobile browser use as the experience got better, I’m sure we’ll see the same with console browsers as the experience improves.
The value of detection
Consoles offer a range of inputs including gesture, voice and controller buttons. That means we have to think about more diverse methods of input than just touch and click.
This is where I could tell you to add some detection methods such as user agent string sniffing to target a different experience for console users. But the majority of the time, that really isn’t necessary. TV console browsers are getting a lot better at compensating for the living room environment, and they’re designed to work with websites that haven’t been optimised for this context.
Rather than tighten our grip on optimising experiences for every device out there, we’ve got to be pragmatic. There are so many new devices coming out every week, our designs need to be future-proof rather than fixed to a particular device in time.
Even fuzzy device detection isn’t reliable – the PS Vita declares itself to be mobile, a mobile device and a Kindle Fire tablet, while the two DS devices state they’re neither mobile nor mobile phones nor tablets, but computers. They’re weird outliers, but they’re still important devices to consider.
Thinking broadly about how our designs will be interacted with and viewed on a TV screen can help improve that experience for everyone. This is about accessibility. Considering how someone uses a site with a D-pad, we can improve the experience for keyboard users. When we think about colour contrast and text legibility on TV screens, we can apply that for anyone who reads content on the web. So why just offer this to the TV users?
Playing with the browser
…we want to prove to them through this Wii U Internet Browser that browsing itself can be an entertainment.
Iwata – Iwata Asks on Nintendo.com
Although I’m cautious about designing experiences for specific devices, it’s fun to experiment with the technology available. Nintendo have promised web developers access to the Wii U’s buttons and sensors. There’s already some JavaScript documentation, and a demo for you to try.
If you’re interested in making your own games, thanks to web standards, a lot of HTML5 games work already on the device. Matt Hackett wrote up his experience of testing the game he built, and he talks about some of features the browser lacks. There’s certainly an incentive there for console manufacturers to improve their HTML5 support so more games can be played in their browser.
What excites me about consoles is that it’s like looking at what might be available to us in future browsers. As well as thinking about how our sites work on small screens, we should also consider big screens. We’re already figuring out how images should work at different screen widths and connection speeds, but we’ve also got some interesting challenges ahead of us catering for second screen experiences and 3D-enabled devices.
So, this Christmas, if you’re huddled round the game console or a smart TV, give the browser in it a try. |
2012 |
Anna Debenham |
annadebenham |
2012-12-22T00:00:00+00:00 |
https://24ways.org/2012/unwrapping-the-wii-u-browser/ |
ux |
| 106 |
Checking Out: Progress Meters |
It’s the holiday season, so you know what that means: online shopping! When I started developing Web sites back in the 90s, many of my first clients were small local shops wanting to sell their goods online, so I developed many a checkout system. And because of slow dial-up speeds back then, informing the user about where they were in the checkout process was pretty important.
Even though we’re (mostly) beyond the dial-up days, informing users about where they are in a flow is still important. In usability tests at the companies I’ve worked at, I’ve seen time and time again how not adequately informing the user about their state can cause real frustration. This is especially true for two sets of users: mobile users and users of assistive devices, in particular, screen readers.
The progress meter is a very common design solution used to indicate to the user’s state within a flow. On the design side, much effort may go in to crafting a solution that is as visually informative as possible. On the development side, however, solutions range widely. I’ve checked out the checkouts at a number of sites and here’s what I’ve found when it comes to progress meters: they’re sometimes inaccessible and often confusing or unhelpful — all because of the way in which they’re coded. For those who use assistive devices or text-only browsers, there must be a better way to code the progress meter — and there is.
(Note: All code samples are from live sites but have been tweaked to hide the culprits’ identities.)
How not to make progress
A number of sites assemble their progress meters using non- or semi-semantic markup and images with no alternate text. On text-only browsers (like my mobile phone) and to screen readers, this looks and reads like chunks of content with no context given.
<div id="progress">
<img src="icon_progress_1a.gif" alt="">
<em>Shipping information</em>
<img src="icon_progress_arrow.gif" alt="">
<img src="icon_progress_2a.gif" alt="">
<em>Payment information</em>
<img src="icon_progress_arrow.gif" alt="" class="progarrow">
<img src="icon_progress_3b.gif" alt="">
<strong>Place your order</strong>
</div>
In the above example, the third state, “Place your order”, is the current state. But a screen reader may not know that, and my cell phone only displays "Shipping informationPayment informationPlace your order". Not good.
Is this progress?
Other sites present the entire progress meter as a graphic, like the following:
Now, I have no problem with using a graphic to render a very stylish progress meter (my sample above is probably not the most stylish example, of course, but you understand my point). What becomes important in this case is the use of appropriate alternate text to describe the image. Disappointingly, sites today have a wide range of solutions, including using no alternate text. Check out these code samples which call progress meter images.
<img src="checkout_step2.gif" alt="">
I think we can all agree that the above is bad, unless you really don’t care whether or not users know where they are in a flow.
<img src="checkout_step2.gif" alt="Shipping information - Payment information - Place your order">
The alt text in the example above just copies all of the text found in the graphic, but it doesn’t represent the status at all. So for every page in the checkout, the user sees or hears the same text. Sure, by the second or third page in the flow, the user has figured out what’s going on, but she or he had to think about it. I don’t think that’s good.
<img src="checkout_step2.gif" alt="Checkout: Payment information">
The above probably has the best alternate text out of these examples, because the user at least understands that they’re in the Checkout process, on the Place your order page. But going through the flow with alt text like this, the user doesn’t know how many steps are in the flow.
Semantic progress
Of course, there are some sites that use an ordered list when marking up the progress meter. Hooray! Unfortunately, no text-only browser or screen reader would be able to describe the user’s current state given this markup.
<ol class="progressmeter">
<li class="one current">shipping information</li>
<li class="two">payment information</li>
<li class="three">place your order</li>
</ol>
Without CSS enabled, the above is rendered as follows:
Progress at last
We all know that semantic markup makes for the best foundation, so we’ll start with the markup found above. In order to make the state information accessible, let’s add some additional text in paragraph and span elements.
<div class="progressmeter">
<p>There are three steps in this checkout process.</p>
<ol>
<li class="one"><span>Enter your</span> shipping information</li>
<li class="two"><span>Enter your</span> payment information</li>
<li class="three"><span>Review details and</span> place your order</li>
</ol>
</div>
Add on some simple CSS to hide the paragraph and spans, and arrange the list items on a single line with a background image to represent the large number, and this is what you’ll get:
There are three steps in this checkout process.
Enter your shipping information
Enter your payment information
Review details and place your order
To display and describe a state as active, add the class “current” to one of the list items. Then change the hidden content such that it better describes the state to the user.
<div class="progressmeter">
<p>There are three steps in this checkout process.</p>
<ol>
<li class="one current"><span>You are currently entering your</span> shipping information</li>
<li class="two"><span>In the next step, you will enter your</span> payment information</li>
<li class="three"><span>In the last step, you will review the details and</span> place your order</li>
</ol>
</div>
The end result is an attractive progress meter that gives much greater semantic and contextual information.
There are three steps in this checkout process.
You are currently entering your shipping information
In the next step, you will enter your payment information
In the last step, you will review the details and place your order
For example, the above example renders in a text-only browser as follows:
There are three steps in this checkout process.
You are currently entering your shipping information
In the next step, you will enter your payment information
In the last step, you will review the details and place your order
And the screen reader I use for testing announces the following:
There are three steps in this checkout process. List of three items. You are currently entering your shipping information. In the next step, you will enter your payment information. In the last step, you will review the details and place your order. List end.
Here’s a sample code page that summarises this approach.
Happy frustration-free online shopping with this improved progress meter! |
2008 |
Kimberly Blessing |
kimberlyblessing |
2008-12-12T00:00:00+00:00 |
https://24ways.org/2008/checking-out-progress-meters/ |
ux |
| 118 |
Ghosts On The Internet |
By rights the internet should be full of poltergeists, poor rootless things looking for their real homes. Many events on the internet are not properly associated with their correct timeframe. I don’t mean a server set to the wrong time, though that happens too. Much of the content published on the internet is separated from any proper reference to its publication time. What does publication even mean? Let me tell you a story…
“It is 2019 and this is Kathy Clees reporting on the story of the moment, the shock purchase of Microsoft by Apple Inc. A Internet Explorer security scare story from 2008 was responsible, yes from 11 years ago, accidently promoted by an analyst, who neglected to check the date of their sources.”
If you think this is fanciful nonsense, then cast your mind back to September 2008, this story in Wired or The Times (UK) about a huge United Airlines stock tumble. A Florida newspaper had a automated popular story section. A random reader looking at a story about United’s 2002 Bankruptcy proceedings caused this story to get picked up by Google’s later visit to the South Florida Sun Sentinel’s news home page.
The story was undated, Google’s news engine apparently gave it a 2008 date, an analyst picked it up and pushed it to Bloomberg and within minutes the United stock was tumbling. Their stock price dropped from $12 to $3, then recovered to $11 over the day. An eight percent fall in share price over a mis-configured date
Completing this out of order Christmas Carol, lets look at what is current practice and how dates are managed, we might even get to clank some chains. Publication date used to be inseparable from publication, the two things where stamped on the same piece of paper. How can we determine when things have been published, now?
Determining publication dates
Time as defined by http://www.w3.org/TR/NOTE-datetime extends ISO 8601, mandating the use of a year value. This is pretty well defined, we can even get very accurate timings down to milliseconds, Ruby and other languages can even handle Calendar reformation. So accuracy is not the issue.
One problem is that there are many dates which could be interpreted as the publication date. Publication can mean any of date written or created; date placed on server; last modified date; or the current date from the web server. Created and modified have parallels with file systems, but the large number of database driven websites means that this no longer holds much meaning, as there are no longer any files.
Checking web server HEAD may also not correspond, it might give the creation time for the HTML file you are viewing or it might give the last modified time for a file from disk. It is too unreliable and lacking in context to be of real value. So if the web server will not help, then how can we get the right timeframe for our content?
We are left with URLs and the actual page content.
Looking at Flickr, this picture (by Douglas County History Research Center) has four date values which can be associated with it. It was taken around 1900, scanned in 1992 and placed on Flickr on July 29th, 2008 and replaced later that day. Which dates should be represented here?
This is hard question to answer, but currently the date of upload to Flickr is the best represented in terms of the date URL, /photos/douglascountyhistory/archives/date-posted/2008/07/29/, plus some Dublin Core RDF for the year. Flickr uses 2008 as the value for this image. Not accurate, but a reasonable compromise for the millions of other images on their site.
Flickr represents location much better than it represents time. For the most part this is fine, but once you go back in time to the 1800s then the maps of the world start to change a lot and you need to reference both time and place.
The Google timeline search offers another interesting window on the world, showing results organised by decade for any search term. Being able to jump to a specific occurrence of a term makes it easier to get primary results rather than later reporting.
The 1918 “Spanish flu” results jump out in this timeline.
Any major news event will have multiple analysis articles after the event, finding the original reporting of hurricane Katrina is harder now. Many publishers are putting older content online, e.g. Harpers or Nature or The Times, often these use good date based URLs, sometimes they are unhelpful database references. If this content is available for free, then how much better would it be to provide good metadata on date of publication.
Date based URLs
A quick word on date based URLs, they can be brilliant at capturing first published date. However they can be hard to interpret. Is /03/04 a date in March or April, what about 08/03/04? Obviously 2008/03/04 is easier to understand, it is probably March 4th. Including a proper timestamp in the page content avoid this kind of guesswork.
Many sites represent the date as a plain text string; a few hook an HTML class of date around it, a very few provide an actual timestamp. Associating the date with the individual content makes it harder to get the date wrong.
Movable Type and TypePad are a notable exceptions, they will embed Dublin Core RDF to represent each posting e.g. dc:date="2008-12-18T02:57:28-08:00". WordPress doesn’t support date markup out of the box, though there is a patch and a howto for hAtom available.
In terms of newspapers, the BBC use <meta name="OriginalPublicationDate" content="2008/12/18 18:52:05" /> along with opaque URLs such as http://news.bbc.co.uk/1/hi/technology/7787335.stm.
The Guardian use nice clear URLs http://www.guardian.co.uk/business/2008/dec/18/car-industry-recession but have no marked up date on the page.
The New York Times are similar to the Guardian with nice URLs, http://www.nytimes.com/2008/12/19/business/19markets.html, but again no timestamps. All of these papers have all the data available, but it is not marked up in a useful manner.
Syndication formats
Syndication formats are better at supporting dates, RSS uses RFC 822 for dates, just like email so dates such as Wed, 17 Dec 2008 12:52:40 GMT are valid, with all the white space issues that entails.
The Atom syndication format uses the much clearer http://tools.ietf.org/html/rfc3339 with timestamps of the form 1996-12-19T16:39:57-08:00. Both syndication formats encourage the use of last modified. This is understandable, but a pity as published date is a very useful value. The Atom syndication format supports “published” and mandates “updated” as timestamps, see the Atom RFC 4287 for more detail.
Marking up dates
However the aim of this short article is to encourage you to use microformats or RDF to encode dates. A good example of this is Twitter, they use hAtom for each individual entry, http://twitter.com/zzgavin/status/1065835819 contains the following markup, which represents a human and a machine readable version of the time of that tweet.
<span class="published" title="2008-12-18T22:01:27+00:00">about 3 hours ago</span>
The spec for datetime is still draft at the minute and there is still ongoing conversation around the right format and semantics for representing date and time in microformats, see the datetime design pattern for details.
The hAtom example page shows the minimal changes required to implement hAtom on well formed blog post content and for other less well behaved content. You have the information already in your content publication systems, this is not some additional onerous content entry task, simply some template formatting.
I started to see this as a serious issue after reading Stewart Brand’s Clock of the Long Now about five years ago. Brand’s book explores the issues of short term thinking that permeate our society, thinking beyond the end of the financial year is a stretch for many people. The Long Now has a world view of a 10,000 year timeframe, see http://longnow.org/ for much more information. Freebase from Long Now Board member Danny Hillis, supports dates quite well – see the entry for A Christmas Carol.
In conclusion
I feel we should be making it easier for people searching for our content in the future. We’ve moved through tagging content and on to geo-tagging content. Now it is time to get the timestamps right on our content. How do I know when something happened and how can I find other things that happened at the same time is a fair question. This should be something I can satisfy simply and easily. There are a range of tools available to us in either hAtom or RDF to specify time accurately alongside the content, so what is stopping you?
Thinking of the long term it is hard for us to know now what will be of relevance for future generations, so we should aim to raise the floor for publishing tools so that all content has the right timeframe associated with it. We are moving from publishing words and pictures on the internet to being able to associate publication with an individual via XFN and OpenID. We can associate place quite well too, the last piece of useful metadata is timeframe. |
2008 |
Gavin Bell |
gavinbell |
2008-12-20T00:00:00+00:00 |
https://24ways.org/2008/ghosts-on-the-internet/ |
ux |
| 125 |
Accessible Dynamic Links |
Although hyperlinks are the soul of the World Wide Web, it’s worth using them in moderation. Too many links becomes a barrier for visitors navigating their way through a page. This difficulty is multiplied when the visitor is using assistive technology, or is using a keyboard; being able to skip over a block of links doesn’t make the task of finding a specific link any easier.
In an effort to make sites easier to use, various user interfaces based on the hiding and showing of links have been crafted. From drop-down menus to expose the deeper structure of a website, to a decluttering of skip links so as not to impact design considerations. Both are well intentioned with the aim of preserving a good usability experience for the majority of a website’s audience; hiding the real complexity of a page until the visitor interacts with the element.
When JavaScript is not available
The modern dynamic link techniques rely on JavaScript and CSS, but regardless of whether scripting and styles are enabled or not, we should consider the accessibility implications, particularly for screen-reader users, and people who rely on keyboard access.
In typical web standards-based drop-down navigation implementations, the rough consensus is that the navigation should be structured as nested lists so when JavaScript is not available the entire navigation map is available to the visitor. This creates a situation where a visitor is faced with potentially well over 50 links on every page of the website. Keyboard access to such structures is frustrating, there’s far too many options, and the method of serially tabbing through each link looking for a specific one is tedious.
Instead of offering the visitor an indigestible chunk of links when JavaScript is not available, consider instead having the minimum number of links on a page, and when JavaScript is available bringing in the extra links dynamically. Santa Chris Heilmann offers an excellent proof of concept in making Ajax navigation optional.
When JavaScript is enabled, we need to decide how to hide links. One technique offers a means of comprehensively hiding links from keyboard users and assistive technology users. Another technique allows keyboard and screen-reader users to access links while they are hidden, and making them visible when reached.
Hiding the links
In JavaScript enhanced pages whether a link displays on screen depends on a certain event happening first. For example, a visitor needs to click a top-level navigation link that makes a set of sub-navigation links appear. In these cases, we need to ensure that these links are not available to any user until that event has happened.
The typical way of hiding links is to style the anchor elements, or its parent nodes with display: none. This has the advantage of taking the links out of the tab order, so they are not focusable. It’s useful in reducing the number of links presented to a screen-reader or keyboard user to a minimum. Although the links are still in the document (they can be referenced and manipulated using DOM Scripting), they are not directly triggerable by a visitor.
Once the necessary event has happened, like our visitor has clicked on a top-level navigation link which shows our hidden set of links, then we can display the links to the visitor and make them triggerable. This is done simply by undoing the display: none, perhaps by setting the display back to block for block level elements, or inline for inline elements. For as long as this display style remains, the links are in the tab order, focusable by keyboard, and triggerable.
A common mistake in this situation is to use visibility: hidden, text-indent: -999em, or position: absolute with left: -999em to position these links off-screen. But all of these links remain accessible via keyboard tabbing even though the links remain hidden from screen view. In some ways this is a good idea, but for hiding sub-navigation links, it presents the screen-reader user and keyboard user with too many links to be of practical use.
Moving the links out of sight
If you want a set of text links accessible to screen-readers and keyboard users, but don’t want them cluttering up space on the screen, then style the links with position: absolute; left: -999em. Links styled this way remain in the tab order, and are accessible via keyboard. (The position: absolute is added as a style to the link, not to a parent node of the link – this will give us a useful hook to solve the next problem).
a.helper {
position: absolute;
left: -999em;
}
One important requirement when displaying links off-screen is that they are visible to a keyboard user when they receive focus. Tabbing on a link that is not visible is a usability mudpit, since the visitor has no visible cue as to what a focused link will do, or where it will go.
The simple answer is to restyle the link so that it appears on the screen when the hidden link receives focus. The anchor’s :focus pseudo-class is a logical hook to use, and with the following style repositions the link onscreen when it receives the focus:
a.helper:focus, a.helper.focus {
top: 0;
left: 0;
}
This technique is useful for hiding skip links, and options you want screen-reader and keyboard users to use, but don’t want cluttering up the page. Unfortunately Internet Explorer 6 and 7 don’t support the focus pseudo-class, which is why there’s a second CSS selector a.helper.focus so we can use some JavaScript to help out. When the page loads, we look for all links that have a class of helper and add in onfocus and onblur event handlers:
if (anchor.className == "helper") {
anchor.onfocus = function() {
this.className = 'helper focus';
}
anchor.onblur = function() {
this.className = 'helper';
}
}
Since we are using JavaScript to cover up for deficiencies in Internet Explorer, it makes sense to use JavaScript initially to place the links off-screen. That way an Internet Explorer user with JavaScript disabled can still use the skip link functionality.
It is vital that the number of links rendered in this way is kept to a minimum. Every link you offer needs to be tabbed through, and gets read out in a screen reader. Offer these off-screen links that directly benefit these types of visitor.
Andy Clarke and Kimberly Blessing use a similar technique in the Web Standards Project‘s latest design, but their technique involves hiding the skip link in plain sight and making it visible when it receives focus. Navigate the page using just the tab key to see the accessibility-related links appear when they receive focus.
This technique is also a good way of hiding image replaced text. That way the screen-readers still get the actual text, and the website still gets its designed look.
Which way?
If the links are not meant to be reachable until a certain event has occurred, then the display: none technique is the preferred approach. If you want the links accessible but out of the way until they receive focus, then the off-screen positioning (or Andy’s hiding in plain sight technique) is the way to go. |
2006 |
Mike Davies |
mikedavies |
2006-12-05T00:00:00+00:00 |
https://24ways.org/2006/accessible-dynamic-links/ |
ux |
| 127 |
Showing Good Form |
Earlier this year, I forget exactly when (it’s been a good year), I was building a client site that needed widgets which look like this (designed, incidentally, by my erstwhile writing partner, Cameron Adams):
Building this was a challenge not just in CSS, but in choosing the proper markup – how should such a widget be constructed?
Mmm … markup
It seemed to me there were two key issues to deal with:
The function of the interface is to input information, so semantically this is a form, therefore we have to find a way of building it using form elements: fieldset, legend, label and input
We can’t use a table for layout, even though that would clearly be the easiest solution!
Abusing tables for layout is never good – physical layout is not what table semantics mean. But even if this data can be described as a table, we shouldn’t mix forms markup with non-forms markup, because of the behavioral impact this can have on a screen reader:
To take a prominent example, the screen reader JAWS has a mode specifically for interacting with forms (cunningly known as “forms mode”). When running in this mode its output only includes relevant elements – legends, labels and form controls themselves. Any other kind of markup – like text in a previous table cell, a paragraph or list in between – is simply ignored. The user in this situation would have to switch continually in and out of forms mode to hear all the content. (For more about this issue and some test examples, there’s a thread at accessify forum which wanders in that direction.)
One further issue for screen reader users is implied by the design: the input fields are associated together in rows and columns, and a sighted user can visually scan across and down to make those associations; but a blind user can’t do that. For such a user the row and column header data will need to be there at every axis; in other words, the layout should be more like this:
And constructed with appropriate semantic markup to convey those relationships. By this point the selection of elements seems pretty clear: each row is a fieldset, the row header is a legend, and each column header is a label, associated with an input.
Here’s what that form looks like with no CSS:
And here’s some markup for the first row (with most of the attributes removed just to keep this example succinct):
<fieldset>
<legend>
<span>Match points</span>
</legend>
<label>
<span>Win</span>
<input value="3" />
</label>
<label>
<span>Draw</span>
<input value="1" />
</label>
<label>
<span>Lose</span>
<input value="0" />
</label>
<label>
<span>Played</span>
<input value="0" />
</label>
</fieldset>
The span inside each legend is because legend elements are highly resistant to styling! Indeed they’re one of the most stubborn elements in the browsers’ vocabulary. Oh man … how I wrestled with the buggers … until this obvious alternative occurred to me! So the legend element itself is just a container, while all the styling is on the inner span.
Oh yeah, there was some CSS too
I’m not gonna dwell too much on the CSS it took to make this work – this is a short article, and it’s all there in the demo [demo page, style sheet]
But I do want to touch on the most interesting bit – where we get from a layout with headers on every row, to one where only the top row has headers – or at least, so it appears to graphical browsers. For screen readers, as we noted, we need those headers on every row, so we should employ some cunning CSS to partly negate their visual presence, without removing them from the output.
The core styling for each label span is like this:
label span
{
display:block;
padding:5px;
line-height:1em;
background:#423221;
color:#fff;
font-weight:bold;
}
But in the rows below the header they have these additional rules:
fieldset.body label span
{
padding:0 5px;
line-height:0;
position:relative;
top:-10000em;
}
The rendered width of the element is preserved, ensuring that the surrounding label is still the same width as the one in the header row above, and hence a unified column width is preserved all the way down. But the element effectively has no height, and so it’s effectively invisible. The styling is done this way, rather than just setting the height to zero and using overflow:hidden, because to do that would expose an unrelated quirk with another popular screen reader! (It would hide the output from Window Eyes, as shown in this test example at access matters.)
The finished widget
It’s an intricate beast allright! But after all that we do indeed get the widget we want:
Demo page
Style sheet
It’s not perfect, most notably because the legends have to have a fixed width; this can be in em to allow for text scaling, but it still doesn’t allow the content to break into multiple lines. It also doesn’t look quite right in Safari; and some CSS hacking was needed to make it look right in IE6 and IE7.
Still it worked well enough for the purpose, and satisfied the client completely. And most of all it re-assured me in my faith – that there’s never any need to abuse tables for layout. (Unless of course you think this content is a table anyway, but that’s another story!) |
2006 |
James Edwards |
jamesedwards |
2006-12-11T00:00:00+00:00 |
https://24ways.org/2006/showing-good-form/ |
ux |
| 142 |
Revealing Relationships Can Be Good Form |
A few days ago, a colleague of mine – someone I have known for several years, who has been doing web design for several years and harks back from the early days of ZDNet – was running through a prototype I had put together for some user testing. As with a lot of prototypes, there was an element of ‘smoke and mirrors’ to make things look like they were working.
One part of the form included a yes/no radio button, and selecting the Yes option would, in the real and final version of the form, reveal some extra content. Rather than put too much JavaScript in the prototype, I took a preverbial shortcut and created a link which I wrapped around the text next to the radio button – clicking on that link would cause the form to mimic a change event on the radio button. But it wasn’t working for him.
Why was that? Because whereas I created the form using a <label> tag for each <input> and naturally went to click on the text rather than the form control itself, he was going straight for the control (and missing the sneaky little <a href> I’d placed around the text). Bah! There goes my time-saver.
So, what did I learn? That a web professional who has used the Internet for years had neither heard of the <label> tag, nor had he ever tried clicking on the text. It just goes to show that despite its obvious uses, the label element is not as well known as it rightfully deserves to be. So, what’s a web-standards-loving guy to do? Make a bit more bleedin’ obvious, that’s what!
The Mouse Pointer Trick
OK, this is the kind of thing that causes some people outrage. A dead simple way of indicating that the label does something is to use a snippet of CSS to change the default mouse cursor to a hand. It’s derided because the hand icon is usually used for links, and some would argue that using this technique is misleading:
label {
cursor: pointer;
}
This is not a new idea, though, and you didn’t come here for this. The point is that with something very simple, you’ve made the label element discoverable. But there are other ways that you can do this that are web standards friendly and won’t upset the purists quite so much as the hand/pointer trick. Time to wheel in the JavaScript trolley jack …
Our Old Friend AddEvent
First things, first, you’ll need to use the addEvent function (or your favourite variation thereof) that Scott Andrew devised and make that available to the document containing the form:
function addEvent(elm, evType, fn, useCapture)
{
if(elm.addEventListener)
{
elm.addEventListener(evType, fn, useCapture);
return true;
}
else if (elm.attachEvent)
{
var r = elm.attachEvent('on' + evType, fn);
return r;
}
else
{
elm['on' + evType] = fn;
}
}
Finding All Your Labels
Once you’ve linked to the addEvent function (or embedded it on the page), you can start to get your JavaScripting fingers a-flexing. Now, what I’m suggesting you do here is:
Identify all the label elements on the page by working your way through the DOM
Find out the value of the for attribute for each label that you uncover
Attach a behaviour or two to each of those label elements – and to the input that the label relates to (identified with the for attribute)
Here’s the technobabble version of the steps above:
function findLabels()
{
var el = document.getElementsByTagName("label");
for (i=0;i<el.length;i++)
{
var thisId = el[i].getAttribute("for");
if ((thisId)==null)
{
thisId = el[i].htmlFor;
}
if(thisId!="")
{
//apply these behaviours to the label
el[i].onmouseover = highlightRelationship;
el[i].onmouseout = hideRelationship;
}
}
}
function highlightRelationship()
{
var thisId = this.getAttribute("for");
if ((thisId)==null)
{
thisId = this.htmlFor;
}
this.className="showRel";
document.getElementById(thisId).className="showRel";
//if (document.getElementById(thisId).type=="text") document.getElementById(thisId).select();
}
function hideRelationship()
{
var thisId = this.getAttribute("for");
if ((thisId)==null)
{
thisId = this.htmlFor;
}
this.className="";
document.getElementById(thisId).className="";
}
addEvent(window, 'load', findLabels, false);
Using the above script, you can apply a CSS class (I’ve called it showRel) to the elements when you hover over them. How you want it to look is up to you, of course. Here are a few examples of the idea. Note: the design is not exactly what you’d call ‘fancy’, and in the examples there is one input that looks broken but it is deliberately moved away from the label it relates to, just to demonstrate that you can show the relationship even from afar.
Background colour changes on hover
Background colour change + mouse pointer trick
Background colour change + mouse pointer trick + text selection
Hopefully you’ll agree that using an unobtrusive piece of JavaScript you can make otherwise ‘shy’ elements like the label reveal their true colours. Although you might want to tone down the colours from the ones I’ve used in this demo! |
2006 |
Ian Lloyd |
ianlloyd |
2006-12-13T00:00:00+00:00 |
https://24ways.org/2006/revealing-relationships-can-be-good-form/ |
ux |
| 144 |
The Mobile Web, Simplified |
A note from the editors: although eye-opening in 2006, this article is no longer relevant to today’s mobile web.
Considering a foray into mobile web development? Following are four things you need to know before making the leap.
1. 4 billion mobile subscribers expected by 2010
Fancy that. Coupled with the UN prediction of 6.8 billion humans by 2010, 4 billion mobile subscribers (source) is an astounding 59% of the planet. Just how many of those subscribers will have data plans and web-enabled phones is still in question, but inevitably this all means one thing for you and me: A ton of potential eyes to view our web content on a mobile device.
2. Context is king
Your content is of little value to users if it ignores the context in which it is viewed. Consider how you access data on your mobile device. You might be holding a bottle of water or gripping a handle on the subway/tube. You’re probably seeking specific data such as directions or show times, rather than the plethora of data at your disposal via a desktop PC.
The mobile web, a phrase often used to indicate “accessing the web on a mobile device”, is very much a context-, content-, and component-specific environment. Expressed in terms of your potential target audience, access to web content on a mobile device is largely influenced by surrounding circumstances and conditions, information relevant to being mobile, and the feature set of the device being used. Ask yourself, What is relevant to my users and the tasks, problems, and needs they may encounter while being mobile? Answer that question and you’ll be off to a great start.
3. WAP 2.0 is an XHTML environment
In a nutshell, here are a few fundamental tenets of mobile internet technology:
Wireless Application Protocol (WAP) is the protocol for enabling mobile access to internet content.
Wireless Markup Language (WML) was the language of choice for WAP 1.0.
Nearly all devices sold today are WAP 2.0 devices.
With the introduction of WAP 2.0, XHTML Mobile Profile (XHTML-MP) became the preferred markup language.
XHTML-MP will be familiar to anyone experienced with XHTML Transitional or Strict.
Summary? The mobile web is rapidly becoming an XHTML environment, and thus you and I can apply our existing “desktop web” skills to understand how to develop content for it. With WML on the decline, the learning curve is much smaller today than it was several years ago. I’m generalizing things gratuitously, but the point remains: Get off yo’ lazy butt and begin to take mobile seriously.
I’ll even pass you a few tips for getting started. First, the DOCTYPE for XHTML-MP is as follows:
<!DOCTYPE html PUBLIC "-//WAPFORUM//DTD XHTML Mobile 1.0//EN"
"http://www.openmobilealliance.org/tech/DTD/xhtml-mobile10.dtd">
As for MIME type, Open Mobile Alliance (OMA) specifies using the MIME type application/vnd.wap.xhtml+xml, but ultimately you need to ensure the server delivering your mobile content is configured properly for the MIME type you choose to use, as there are other options (see Setting up WAP Servers).
Once you’ve made it to the body, the XHTML-MP markup is not unlike what you’re already used to. A few resources worth skimming:
Developers Home XHTML-MP Tutorial – An impressively replete resource for all things XHTML-MP
XHTML-MP Tags List – A complete list of XHTML-MP elements and accompanying attributes
And last but certainly not least, CSS. There exists WAP CSS, which is essentially a subset of CSS2 with WAP-specific extensions. For all intents and purposes, much of the CSS you’re already comfortable using will be transferrable to mobile. As for including CSS in your pages, your options are the same as for desktop sites: external, embedded, and inline. Some experts will argue embedded or inline over external in favor of reducing the number of HTTP connections per page request, yet many popular mobilized sites and apps employ external linking without issue.
Stocking stuffers: Flickr Mobile, Fandango Mobile, and Popurls Mobile. A few sites with whom you can do the View Source song and dance for further study.
4. “Cell phone” is so DynaTAC
If you’re a U.S. resident, listen up: You must rid your vocabulary of the term “cell phone”. We’re one of the few economies on the planet to refer to a mobile phone accordingly. If you care to find yourself in any of the worthwhile mobile development circles, begin using terms more widely accepted: “mobile” or “mobile phone” or “handset” or “handy”. If you’re not sure which, go for “mobile”. Such as, “Yo dog, check out my new mobile.”
More importantly, however, is overcoming the mentality that access to the mobile web can be done only with a phone. Instead, “device” encourages us to think phone, handheld computer, watch, Nintendo DS, car, you name it.
Simple enough? |
2006 |
Cameron Moll |
cameronmoll |
2006-12-19T00:00:00+00:00 |
https://24ways.org/2006/the-mobile-web-simplified/ |
ux |
| 150 |
A Gift Idea For Your Users: Respect, Yo |
If, indeed, it is the thought that counts, maybe we should pledge to make more thoughtful design decisions. In addition to wowing people who use the Web sites we build with novel features, nuanced aesthetics and the new new thing, maybe we should also thread some subtle things throughout our work that let folks know: hey, I’m feeling ya. We’re simpatico. I hear you loud and clear.
It’s not just holiday spirit that moves me to talk this way. As good as people are, we need more than the horizon of karma to overcome that invisible demon, inertia. Makers of the Web, respectful design practices aren’t just the right thing, they are good for business. Even if your site is the one and only place to get experience x, y or zed, you don’t rub someone’s face in it. You keep it free flowing, you honor the possible back and forth of a healthy transaction, you are Johnny Appleseed with the humane design cues. You make it clear that you are in it for the long haul.
A peek back:
Think back to what search (and strategy) was like before Google launched a super clean page with “I’m Feeling Lucky” button. Aggregation was the order of the day (just go back and review all the ‘strategic alliances’ that were announced daily.) Yet the GOOG comes along with this zen layout (nope, we’re not going to try to make you look at one of our media properties) and a bold, brash, teleport-me-straight-to-the-first-search-result button. It could have been titled “We’re Feeling Cocky”. These were radical design decisions that reset how people thought about search services. Oh, you mean I can just find what I want and get on with it?
It’s maybe even more impressive today, after the GOOG has figured out how to monetize attention better than anyone. “I’m Feeling Lucky” is still there. No doubt, it costs the company millions. But by leaving a little money on the table, they keep the basic bargain they started to strike in 1997. We’re going to get you where you want to go as quickly as possible.
Where are the places we might make the same kind of impact in our work? Here are a few ideas:
Respect People’s Time
As more services become more integrated with our lives, this will only become more important. How can you make it clear that you respect the time a user has granted you?
User-Oriented Defaults
Default design may be the psionic tool in your belt. Unseen, yet pow-er-ful. Look at your defaults. Who are they set up to benefit? Are you depending on users not checking off boxes so you can feel ok about sending them email they really don’t want? Are you depending on users not checking off boxes so you tilt privacy values in ways most beneficial for your SERPs? Are you making it a little too easy for 3rd party applications to run buckwild through your system?
There’s being right and then there’s being awesome. Design to the spirit of the agreement and not the letter.
See this?
Make sure that’s really the experience you think people want. Whenever I see a service that defaults to not opting me in their newsletter just because I bought a t shirt from them, you can be sure that I trust them that much more. And they are likely to see me again.
Reduce, Reuse
It’s likely that people using your service will have data and profile credentials elsewhere. You should really think hard about how you can let them repurpose some of that work within your system. Can you let them reduce the number of logins/passwords they have to manage by supporting OpenID? Can you let them reuse profile information from another service by slurping in (or even subscribing) to hCards? Can you give them a leg up by reusing a friends list they make available to you? (Note: please avoid the anti-pattern of inviting your user to upload all her credential data from 3rd party sites into your system.)
This is a much larger issue, and if you’d like to get involved, have a look at the wiki, and dive in.
Make it simple to leave
Oh, this drives me bonkers. Again, the more simple you make it to increase or decrease involvement in your site, or to just opt-out altogether, the better. This example from Basecamp is instructive:
At a glance, I can see what the implications are of choosing a different type of account. I can also move between account levels with one click. Finally, I can cancel the service easily. No hoop jumping. Also, it should be simple for users to take data with them or delete it.
Let Them Have Fun
Don’t overlook opportunities for pleasure. Even the most mundane tasks can be made more enjoyable. Check out one of my favorite pieces of interaction design from this past year:
Holy knob fiddling, Batman! What a great way to get people to play with preference settings: an equalizer metaphor. Those of a certain age will recall how fun it was to make patterns with your uncle’s stereo EQ. I think this is a delightful way to encourage people to optimize their own experience of the news feed feature. Given the killer nature of this feature, it was important for Facebook to make it easy to fine tune.
I’d also point you to Flickr’s Talk Like A Pirate Day Easter egg as another example of design that delights. What a huge amount of work for a one-off, totally optional way to experience the site. And what fun. And how true to its brand persona. Brill.
Anti-hype
Don’t talk so much. Rather, ship and sample. Release code, tell the right users. See what happens. Make changes. Extend the circle a bit by showing some other folks. Repeat.
The more you hype coming features, the more you talk about what isn’t yet, the more you build unrealistic expectations. Your genius can’t possibly match our collective dreaming. Disappointment is inevitable. Yet, if you craft the right melody and make it simple for people to hum your tune, it will spread. Give it time. Listen.
Speak the Language of the Tribe
It’s respectful to speak in a human way. Not that you have to get all zOMGWTFBBQ!!1 in your messaging. People respond when you speak to them in a way that sounds natural. Natural will, of course, vary according to context. Again, listen in and people will signal the speech that works in that group for those tasks. Reveal those cues in your interface work and you’ll have powerful proof that actual people are working on your Web site.
This example of Pownce‘s gender selector is the kind of thing I’m talking about:
Now, this doesn’t mean you should mimic the lingo on some cool kidz site. Your service doesn’t need to have a massage when it’s down. Think about what works for you and your tribe. Excellent advice here from Feedburner’s Dick Costolo on finding a voice for your service. Also, Mule Design’s Erika Hall has an excellent talk on improving your word fu.
Pass the mic, yo
Here is a crazy idea: you could ask your users what they want. Maybe you could even use this input to figure out what they really want. Tools abound. Comments, wikis, forums, surveys. Embed the sexy new Get Satisfaction widget and have a dynamic FAQ running.
The point is that you make it clear to people that they have a means of shaping the service with you. And you must showcase in some way that you are listening, evaluating and taking action against some of that user input.
You get my drift. There are any number of ways we can show respect to those who gift us with their time, data, feedback, attention, evangelism, money. Big things are in the offing. I can feel the love already. |
2007 |
Brian Oberkirch |
brianoberkirch |
2007-12-23T00:00:00+00:00 |
https://24ways.org/2007/a-gift-idea-for-your-users-respect-yo/ |
ux |
| 159 |
How Media Studies Can Massage Your Message |
A young web designer once told his teacher ‘just get to the meat already.’ He was frustrated with what he called the ‘history lessons and name-dropping’ aspects of his formal college course. He just wanted to learn how to build Web sites, not examine the reasons why.
Technique and theory are both integrated and necessary portions of a strong education. The student’s perspective has direct value, but also holds a distinct sorrow: Knowing the how without the why creates a serious problem. Without these surrounding insights we cannot tap into the influence of the history and evolved knowledge that came before. We cannot properly analyze, criticize, evaluate and innovate beyond the scope of technique.
History holds the key to transcending former mistakes. Philosophy encourages us to look at different points of view. Studying media and social history empowers us as Web workers by bringing together myriad aspects of humanity in direct relation to the environment of society and technology. Having an understanding of media, communities, communication arts as well as logic, language and computer savvy are all core skills of the best of web designers in today’s medium.
Controlling the Message
‘The computer can’t tell you the emotional story. It can give you the exact mathematical design, but what’s missing is the eyebrows.’ – Frank Zappa
Media is meant to express an idea. The great media theorist Marshall McLuhan suggests that not only is media interesting because it’s about the expression of ideas, but that the media itself actually shapes the way a given idea is perceived. This is what McLuhan meant when he uttered those famous words: ‘The medium is the message.’
If instead of actually serving a steak to a vegetarian friend, what might a painting of the steak mean instead? Or a sculpture of a cow? Depending upon the form of media in question, the message is altered.
Figure 1
Must we know the history of cows to appreciate the steak on our plate? Perhaps not, but if we begin to examine how that meat came to be on the plate, the social, cultural and ideological associations of that cow, we begin to understand the complexity of both medium and message. A piece of steak on my plate makes me happy. A vegetarian friend from India might disagree and even find that that serving her a steak was very insensitive.
Takeaway: Getting the message right involves understanding that message in order to direct it to your audience accordingly.
A Separate Piece
If we revisit the student who only wants technique, while he might become extremely adept at the rendering of an idea, without an understanding of the medium, how is he to have greater control over how that idea is perceived? Ultimately, his creativity is limited and his perspective narrowed, and the teacher has done her student a disservice without challenging him, particularly in a scholastic environment, to think in liberal, creative and ultimately innovative terms.
For many years, web pundits including myself have promoted the idea of separation as a core concept within creating effective front-end media for the Web. By this, we’ve meant literal separation of the technologies and documents: Markup for content; CSS for presentation; DOM Scripting for behavior. While the message of separation was an important part of understanding and teaching best practices for manageable, scalable sites, that separation is really just a separation of pieces, not of entire disciplines.
For in fact, the medium of the Web is an integrated one. That means each part of the desired message must be supported by the media silos within a given site. The visual designer must study the color, space, shape and placement of visual objects (including type) into a meaningful expression. The underlying markup is ideally written as semantically as possible, promote the meaning of the content it describes. Any interaction and functionality must make the process of the medium support, not take away from, the meaning of the site or Web application.
Examination: The Glass Bead Game
Figure 2
Figure 2 shows two screenshots of CoreWave’s historic ‘Glass Bead Game.’ Fashioned after Herman Hesse’s novel of the same name, the game was an exploration of how ideas are connected to other ideas via multiple forms of media. It was created for the Web in 1996 using server-side randomization with .htmlx files in order to allow players to see how random associations are in fact not random at all.
Takeaway: We can use the medium itself to explore creative ideas, to link us from one idea to the next, and to help us better express those ideas to our audiences.
Computers and Human Interaction
Since our medium involves computers and human interaction, it does us well to look to foundations of computers and reason. Not long ago I was chatting with Jared Spool on IM about this and that, and he asked me ‘So how do you feel about that?’ This caused me no end of laughter and I instantly quipped back ‘It’s okay by me ELIZA.’ We both enjoyed the joke, but then I tried to share it with another dare I say younger colleague, and the reference was lost.
Raise your hand if you got the reference! Some of you will, but many people who come to the Web medium do not get the benefit of such historical references because we are not formally educated in them. Joseph Weizenbaum created the ELIZA program, which emulates a Rogerian Therapist, in 1966. It was an early study of computers and natural human language. I was a little over 2 years old, how about you?
Conversation with Eliza
There are fortunately a number of ELIZA emulators on the Web. I found one at http://www.chayden.net/eliza/Eliza.html that actually contains the source code (in Java) that makes up the ELIZA script.
Figure 3 shows a screen shot of the interaction. ELIZA first welcomes me, says ‘Hello, How do you do. Please state your problem’ and we continue in a short loop of conversation, the computer using cues from my answers to create new questions and leading fragments of conversation.
Figure 3
Albeit a very limited demonstration of how humans could interact with a computer in 1966, it’s amusing to play with now and compare it to something as richly interactive as the Microsoft Surface (Figure 4). Here, we see clear Lucite blocks that display projected video. Each side of the block has a different view of the video, so not only does one have to match up the images as they are moving, but do so in the proper directionality.
Figure 4
Takeway: the better we know our environment, the more we can alter it to emulate, expand and even supersede our message.
Leveraging Holiday Cheer
Since most of us at least have a few days off for the holidays now that Christmas is upon us, now’s a perfect time to reflect on ones’ environment and examine the messages within it. Convince your spouse to find you a few audio books for stocking stuffers. Find interactive games to play with your kids and observe them, and yourself, during the interaction. Pour a nice egg-nog and sit down with a copy of Marshall McLuhan’s ‘The Medium is the Massage.’ Leverage that holiday cheer and here’s to a prosperous, interactive new year. |
2007 |
Molly Holzschlag |
mollyholzschlag |
2007-12-22T00:00:00+00:00 |
https://24ways.org/2007/how-media-studies-can-massage-your-message/ |
ux |
| 160 |
Tracking Christmas Cheer with Google Charts |
A note from the editors: Since this article was written Google has retired the Charts API.
Let’s get something out in the open: I love statistics. As an informatician I can’t get enough graphs, charts, and numbers. So you can imagine when Google released their Charts API I thought Christmas had come early. I immediately began to draw up graphs for the holiday season using the new API; and using my new found chart-making skills I’ll show you what you can and can’t do with Google Charts.
Mummy, it’s my first chart
The Google Charts API allows you to send data to Google; in return they give you back a nicely-rendered graph. All the hard work is done on Google’s servers — you need only reference an image in your HTML. You pass along the data — the numbers for the charts, axis labels, and so on — in the query string of the image’s URL. If you want to add charts to your blog or web site, there’s probably no quicker way to get started.
Here’s a simple example: if we add the following line to an HTML page:
<img src="http://chart.apis.google.com/chart?cht=lc&chs=200x125&chd=s:ZreelPuevfgznf2008" />
Then we’ll see the line graph in Figure 1 appear in our page. That graph is hosted on Google’s own server1: http://chart.apis.google.com/.
Figure 1: A simple example of a line graph created with Google Charts.
If you look at the URL used in the example you’ll notice we’re passing some parameters along in the query string (the bit after the question mark). The query string looks like this:
cht=lc&chs=200x125&chd=s:ZreelPuevfgznf2008
It’s contains everything Google Charts needs to draw the graph. There are three parameters in the query string:
cht; this specifies the type of chart Google Charts will generate (in this case, lc is a line chart).
chs, the value of which is 200x125; this defines the chart’s size (200 pixels wide by 125 pixels high).
chd, the value of which is s:ZreelPuevfgznf2008; this is the actual chart data, which we’ll discuss in more detail later.
These three parameters are the minimum you need to send to Google Charts in order to create a chart. There are lots more parameters you can send too (giving you more choice over how a chart is displayed), but you have to include at least these three before a chart can be created. Using these three parameters you can create pie charts, scatter plots, Venn diagrams, bar charts (and more) up to 1,000 pixels wide or 1,000 pixels high (but no more than 300,000 pixels in total).
Christmas pie
After I discovered the option to create a pie chart I instantly thought of graphing all the types of food and beverages that I’ll consume at this year’s Christmas feast. I can represent each item as a percentage of all the food on a pie chart (just thinking about that makes me hungry).
By changing the value of the cht parameter in the image’s query string I can change the chart type from a line chart to a pie chart. Google Charts offers two different types of pie chart: a fancy three-dimensional version and a two-dimensional overhead version. I want to stick with the latter, so I need to change cht=lc to cht=p (the p telling Google Charts to create a pie chart; if you want the three-dimensional version, use cht=p3). As a pie chart is circular I also need to adjust the size of the chart to make it square. Finally, it would be nice to add a title to the graph. I can do this by adding the optional parameter, chtt, to the end of the image URL. I end up with the chart you see in Figure 2.
Figure 2: Pie chart with a title.
To add this chart to your own page, you include the following (notice that you can’t include spaces in URLs, so you need to encode them as plus-signs.):
<img src="http://chart.apis.google.com/chart?chtt=Food+and+Drink+Consumed+Christmas+2007&cht=p&chs=300x300&chd=s:ZreelPuevfgznf2008" />
Ok, that’s great, but there are still two things I want to do before I can call this pie chart complete. First I want to label each slice of the pie. And second I want to include the proper data (at the moment the slices are meaningless). If 2007 is anything like 2006, the break down will be roughly as follows:
Egg nog
10%
Christmas Ham
20%
Milk (not including egg nog)
8%
Cookies
25%
Roasted Chestnuts
5%
Chocolate
3%
Various Other Beverages
15%
Various Other Foods
9%
Snacks
5%
I have nine categories of food and drink to be tracked, so I need nine slice labels. To add these to the chart, I use the chl parameter. All nine labels are sent in one value; I use the vertical-pipe character, |, to separate them. So I need to append the following to the query string:
chl=Egg+nog|Christmas+Ham|Milk+(not+including+egg+nog)|Cookies|Roast+Chestnuts|Chocolate|Various+Other+Beverages|Various+Other+Foods|Snacks
Next I need to add the corresponding percentage values to the chart labels. Encoding the chart data is the trickiest part of the Google Charts API — but by no means complicated. There are three different ways to encode your data on a chart. As I’m only dealing with small numbers, I’m going to use what Google calls simple encoding.
Simple encoding offers a sixty-two value spectrum in which to represent data. Remember the mandatory option, chd, from the first example? The value for this is split into two parts: the type of encoding and the graph data itself. These two parts are separated with a colon. To use simple encoding, the first character of the chd option must be a lower case s. Follow this with a colon and everything after it is considered data for the graph.
In simple encoding, you have sixty-two values to represent your data. These values are lowercase and uppercase letters from the Latin alphabet (fifty-two characters in total) and the digits 0 to 9. Each letter of the alphabet represents a single number: A equals 0, B equals 1, and so on up to Z, which equals 25; a equals 26, b equals 27, and so on up to z, which equals 51. The ten digits represent the numbers 52 to 61: 0 equals 52, 1 equals 53, and 9 equals 61.
In the previous two examples we used the string ZreelPuevfgznf2008 as our chart data; the Z is equal to 25, the r is equal to 42, the e is equal to 30, and so on. I want to encode the percentage values 10, 20, 8, 25, 5, 3, 15, 9 and 5, so in simple encoding I would use the string KUIZFDPJF.
If you think figuring this out for each chart may make your head explode, don’t worry: help is out there.
Do you remember I said I needed to change the image dimensions to be square, to accommodate the pie chart? Well now I’m including labels I need even more room. And as I’m in a Christmassy mood I’m going to add some festive colours too.
The optional chco parameter is used to change the chart color. You set this using the same hexadecimal (“hex”) notation found in CSS. So let’s make our pie chart green by adding chco=00AF33 (don’t start it with a hash character as in CSS) to the image URL. If we only specify one hex colour for the pie chart Google Charts will use shades of that colour for each of the slices. To choose your own colours, pass a comma separated list of colours. The “Milk” and “Cookies” slices were consumed together, so we can make those two slices more of a redish colour. I’ll use shades of green for the other slices. My chco parameter now looks like this:
chco=00AF33,4BB74C,EE2C2C,CC3232,33FF33,66FF66,9AFF9A,C1FFC1,CCFFCC.
After all this, I’m left with the following URL:
http://chart.apis.google.com/chart?chco=00AF33,4BB74C,EE2C2C,CC3232,33FF33,66FF66,9AFF9A,C1FFC1,CCFFCC&chl=Egg+nog|Christmas+Ham|Milk+(not+including+egg+nog)|Cookies|Roast+Chestnuts|Chocolate|Various+Other+Beverages|Various+Other+Foods|Snacks&chtt=Food+and+Drink+Consumed+Christmas+2007&cht=p&chs=600x300&chd=s:KUIZFDPJF
What does that give us? I’m glad you asked. I have the rather beautiful 600-pixel wide pie chart you see in Figure 3.
Figure 3: A Christmassy pie chart with labels.
But I don’t like pie charts
The pie chart was invented by the Scottish polymath William Playfair in 1801. But not everyone is as excited by pie charts as wee Billy, so if you’re an anti-pie-chartist, what can you do?
You can easily reuse the same data but display it as a bar graph in a snap. The first thing we need to do is change the value of the cht parameter from p to bhg. This creates a horizontal bar graph (you can request a vertical bar graph using bvg). The data and labels all remain the same, but we need to decide where the labels will appear. I’ll talk more about how to do all this in the next section.
In Figure 4 you’ll see the newly-converted bar graph. The URL for the graph is:
http://chart.apis.google.com/chart?cht=bhg&chs=600x300&chd=s:KUIZFDPJF&chxt=x,y&chtt=Food+and+Drink+Consumed+Christmas+2007&chxl=1:|Egg+nog|Christmas+Ham|Milk+(not+including+egg+nog)|Cookies|Roast+Chestnuts|Chocolate|Various+Other+Beverages|Various+Other+Foods|Snacks&chco=00AF33
Figure 4: The pie chart from Figure 3 represented as a bar chart.
Two lines, one graph
Pie charts and bar charts are interesting, but what if I want to compare last year’s Christmas cheer with this year’s? That sounds like I’ll need two lines on one graph.
The code is much the same as the previous examples; the most obvious difference is I need to set up the chart as a line graph. Creating some dummy values for the required parameters, I end up with:
<img src="http://chart.apis.google.com/chart?chs=800x300&cht=lxy&chd=t:0,100|0,100" />
The chs=800x300 sets the dimensions of the new chart, while cht=lxy describes the type of chart we are using (in this case a line chart with x and y co-ordinates). For the chart data I’m going to demostrate a different encoding, text encoding. To use this I start the value of the chd parameter with “t:” instead of “s:”, and follow it with a list of x coordinates, a vertical pipe, |, and a list of y coordinates. Given the URL above, Google Charts will render the chart shown in Figure 5.
Figure 5: A simple line graph with x and y co-ordinates.
To make this graph a little more pleasing to the eye, I can add much the same as I did to the pie chart. I’ll add a chart title. Maybe something like “Projected Christmas Cheer for 2007”. Just as before I would add a chtt parameter to the image URL:
&chtt=Projected+Christmas+Cheer+for+2007
Next, let’s add some labels on the y axis to represent a scale from 0 to 100. On the x axis let’s label for the most important days of December. To do this I need to use the chart axis type parameter, chxt. This allows us to specify the axes and associate some labels with them. As I’m only interested in the y-axis (to the left of the chart) and the x-axis (below the chart), we add chxt=x,y to our image URL.
Now I need my label data. This is slightly more tricky because I want the data evenly spaced without labelling every item. The parameter for labels is chxl, the chart axis label. You match a label to an axis by using a number. So 0:Label1 is the zero index of chxt — in this case the x-axis. 1:Label2 is the first index of chxt — the y-axis. The order of these parameters or labels doesn’t matter as long as you associate them to their chxt correctly.
The next thing to know about chxl is that you can add an empty label. Labels are separated by vertical pipe; if you don’t put any text in a label, you just leave the two vertical pipes empty (“||”) and Google Charts will allocate space but no label.
For our vertical y axis, we want to label only 50% and 100% on the graph and plot them in their respective places. Since the y-axis is the second item, 1: (remember to start counting at zero), we add ten spaces to our image URL, chxl=1:||||||50|||||100 This will output the 50 halfway and the 100 at the top; all the other spaces will be empty.
We can do the same thing to get specific dates along the x-axis as well. Let’s add the 1st of December, St. Nick’s Day (the 6th), Christmas Day, Boxing Day (a holiday common in the UK and the Commonwealth, on the 26th), and the final day of the month, the 31st. Since this is the x-axis I’ll use 0: as a reference in the chxt parameter tell Google Charts which axis to label. In full, the chxl parameter now looks like:
chxl=1:||||||50|||||100|0:|Dec+1st|||||6th||||10th|||||15th|||||20th|||||25th|26th|||||Dec+31st
That’s pretty.
Before we begin to graph our data, I’ll do one last thing: add some grid lines to the chart so to better connect the data to the labels. The parameter for this is chg, short for chart grid lines. The parameter takes four comma-separated arguments. The first is the x-axis spacing for the grid. I have thirty-one days, so I need thirty vertical lines. The chart is 100% wide, so 3.33 (100 divided by 30) is the required spacing.
As for the y-axis: the axis goes up to 100% but we probably only need to have a horizontal line every 10%, so the required spacing is 10 (100 divided by 10). That is the second argument.
The last two arguments control the dash-style of the grid-lines. The first number is the length of the line dash and the second is the space between the dashes. So 6,3 would mean a six-unit dash with a three-unit space. I like a ratio of 1,3 but you can change this as you wish. Now that I have the four arguments, the chg parameter looks like:
chg=3.333,10,1,3
If I add that to the chart URL I end up with:
http://chart.apis.google.com/chart?chs=800x300&cht=lxy&chd=t:0,100|0,100&chtt=Projected+Christmas+Cheer+for+2007&chxt=x,y&chxl=0:|Dec+1st|||||6th|||||||||||||||||||25th|26th|||||Dec+31st|1:||||||50|||||100&chg=3.3333,10,1,3
Which results in the chart shown in Figure 6.
Figure 6: Chart ready to receive the Christmas cheer values.
Real data
Now the chart is ready I can add historical data from 2006 and current data from 2007.
Having a look at last year’s cheer levels we find some highs and lows through-out the month:
Dec 1st
Advent starts; life is good
30%
Dec 6th
St. Nick’s Day, awake to find good things in my shoes
45%
Dec 8th
Went Christmas carolling, nearly froze
20%
Dec 10th
Christmas party at work, very nice dinner
50%
Dec 18th
Panic Christmas shopping, hate rude people
15%
Dec 23rd
Off Work, home eating holiday food
80%
Dec 25th
Opened presents, good year, but got socks again from Grandma
60%
Dec 26th
Boxing Day; we’re off and no one knows why
70%
Dec 28th
Third day of left overs
40%
Dec 29th
Procured some fireworks for new years
55%
Dec 31st
New Year’s Eve
80%
Since I’m plotting data for 2006 and 2007 on the same graph I’ll need two different colours — one for each year’s line — and a key to denote what each colour represents. The key is controlled by the chdl (chart data legend) parameter. Again, each part of the parameter is separated by a vertical pipe, so for two labels I’ll use chdl=2006|2007. I also want to colour-code them, so I’ll need to add the chco as I did for the pie chart. I want a red line and a green line, so I’ll use chco=458B00,CD2626 and add this to the image URL.
Let’s begin to plot the 2006 data on the Chart, replacing our dummy data of chd=t:0,100|0,100 with the correct information. The chd works by first listing all the x coordinates (each separated by a comma), then a vertical pipe, and then all the y coordinates (also comma-separated). The chart is 100% wide, so I need to convert the days into a percentage of the month.
The 1st of December is 0 and the 31st is 100. Everything else is somewhere in between. Our formula is:
(d – 1) × 100 ÷ (31 – 1)
Where d is the day of the month. The formula states that each day will be printed every 3.333 units; so the 6th of December will be printed at 16.665 units. I can repeat the process for the other dates listed to get the following x coordinates: 0,16.7,23.3,33.3,60,76.7,83.3,86.7,93.3,96.7. The y axis coordinates are easy because our scale is 100%, just like our rating, so we can simply copy them across as 30,45,20,50,15,80,60,70,40,55,80. This gives us a final chd value of:
chd=t:0,16.7,23.3,33.3,60,76.7,83.3,86.7,93.3,96.7,100|30,45,20,50,15,80,60,70,40,55,80
Onto 2007: I can put the data for the month so far to see how we are trending.
Dec 1st
Christmas shopping finished already
50%
Dec 4th
Computer hard disk drive crashed (not Christmas related accident, but put me in a bad mood)
10%
Dec 6th
Missed St. Nick’s Day completely due to travelling
30%
Dec 9th
Dinner with friends before they travel
55%
Dec 11th
24ways article goes live
60%
Using the same system we did for 2006, I can take the five data points and plot them on the chart. The new x axis values will be 0,10,16.7,26.7 and the new y axis 50,10,30,65. We incorporate those into the image URL by appending these values onto the chd parameter we already have, which then becomes:
chd=t:0,16.7,23.3,33.3,60,76.7,83.3,86.7,93.3,96.7,100|30,45,20,50,15,80,60,70,40,55,80|0,10,16.7,26.7,33.3|50,10,30,55,60
Passing this to Google Charts results in Figure 7.
http://chart.apis.google.com/chart?chs=800x300&cht=lxy&chd=t:0,100|0,100&chtt=Projected+Christmas+Cheer+for+2007&chxt=x,y&chxl=0:|Dec+1st|||||6th|||||||||||||||||||25th|26th|||||Dec+31st|1:||||||50|||||100&chg=3.3333,10,1,3&chd=t:0,16.7,23.3,33.3,60,76.7,83.3,86.7,93.3,96.7,100|30,45,20,50,15,80,60,70,40,55,80|0,10,16.7,26.7,33.3|50,10,30,55,60&chco=458B00,CD2626&chdl=2006|2007
Figure 7: Projected Christmas cheer for 2006 and 2007.
Did someone mention Edward Tufte?
Google Charts are a robust set of chart types that you can create easily and freely using their API. As you can see, you can graph just about anything you want using the line graph, bar charts, scatter plots, venn diagrams and pie charts. One type of chart conspicuously missing from the API is sparklines. Sparklines were proposed by Edward Tufte as “small, high resolution graphics embedded in a context of words, numbers, images”. They can be extremely useful, but can you create them in Google Charts?
The answer is: “Yes, but it’s an undocumented feature”. (The usual disclaimer about undocumented features applies.)
If we take our original line graph example, and change the value of the cht parameter from lc (line chart) to lfi (financial line chart) the axis-lines are removed. This allows you to make a chart — a sparkline — small enough to fit into a sentence. Google uses the lfi type all throughout the their financial site, but it’s not yet part of the official API.
MerryChristmas
http://chart.apis.google.com/chart?cht=lfi&chs=100x15&chd=s:MerryChristmas
24ways
http://chart.apis.google.com/chart?cht=lfi&chs=100x15&chd=s:24ways&chco=999999
HappyHolidays
http://chart.apis.google.com/chart?cht=lfi&chs=100x15&chd=s:HappyHolidays&chco=ff0000
HappyNewYear
http://chart.apis.google.com/chart?cht=lfi&chs=100x15&chd=s:HappyNewYear&chco=0000ff
Summary
The new Google Charts API is a powerful method for creating charts and graphs of all types. If you apply a little bit of technical skill you can create pie charts, bar graphs, and even sparklines as and when you need them. Now you’ve finished ready the article I hope you waste no more time: go forth and chart!
Further reading
Google Charts API
More on Google Charts
How to handle negative numbers
12 Days of Christmas Pie Chart
1 In order to remain within the 50,000 requests a day limit the Google Charts API imposes, chart images on this page have been cached and are being served from our own servers. But the URLs work – try them! |
2007 |
Brian Suda |
briansuda |
2007-12-11T00:00:00+00:00 |
https://24ways.org/2007/tracking-christmas-cheer-with-google-charts/ |
ux |
| 166 |
Performance On A Shoe String |
Back in the summer, I happened to notice the official Wimbledon All England Tennis Club site had jumped to the top of Alexa’s Movers & Shakers list — a list that tracks sites that have had the biggest upturn or downturn in traffic. The lawn tennis championships were underway, and so traffic had leapt from almost nothing to crazy-busy in a no time at all.
Many sites have similar peaks in traffic, especially when they’re based around scheduled events. No one cares about the site for most of the year, and then all of a sudden – wham! – things start getting warm in the data centre. Whilst the thought of chestnuts roasting on an open server has a certain appeal, it’s less attractive if you care about your site being available to visitors. Take a look at this Alexa traffic graph showing traffic patterns for superbowl.com at the beginning of each year, and wimbledon.org in the month of July.
Traffic graph from Alexa.com
Whilst not on the same scale or with such dramatic peaks, we have a similar pattern of traffic here at 24ways.org. Over the last three years we’ve seen a dramatic pick up in traffic over the month of December (as would be expected) and then a much lower, although steady load throughout the year. What we do have, however, is the luxury of knowing when the peaks will be. For a normal site, be that a blog, small scale web app, or even a small corporate site, you often just cannot predict when you might get slashdotted, end up on the front page of Digg or linked to from a similarly high-profile site. You just don’t know when the peaks will be.
If you’re a big commercial enterprise like the Super Bowl, scaling up for that traffic is simply a cost of doing business. But for most of us, we can’t afford to have massive capacity sat there unused for 90% of the year. What you have to do instead is work out how to deal with as much traffic as possible with the modest resources you have.
In this article I’m going to talk about some of the things we’ve learned about keeping 24 ways running throughout December, whilst not spending a fortune on hosting we don’t need for 11 months of each year. We’ve not always got it right, but we’ve learned a lot along the way.
The Problem
To know how to deal with high traffic, you need to have a basic idea of what happens when a request comes into a web server. 24 ways is hosted on a single small virtual dedicated server with a great little hosting company in the UK. We run Apache with PHP and MySQL all on that one server. When a request comes in a new Apache process is started to deal with the request (or assigned if there’s one available not doing anything). Each process takes a bunch of memory, so there’s a finite number of processes that you can run, and therefore a finite number of pages you can serve at once before your server runs out of memory.
With our budget based on whatever is left over after beer, we need to get best performance we can out of the resources available. As the goal is to serve as many pages as quickly as possible, there are several approaches we can take:
Reducing the amount of memory needed by each Apache process
Reducing the amount of time each process is needed
Reducing the number of requests made to the server
Yahoo! have published some information on what they call Exceptional Performance, which is well worth reading, and compliments many of my examples here. The Yahoo! guidelines very much look at things from a user perspective, which is always important.
Server tweaking
If you’re in the position of being able to change your server configuration (our set-up gives us root access to what is effectively a virtual machine) there are some basic steps you can take to maximise the available memory and reduce the memory footprint. Without getting too boring and technical (whole books have been written on this) there are a couple of things to watch out for.
Firstly, check what processes you have running that you might not need. Every megabyte of memory that you free up might equate to several thousand extra requests being served each day, so take a look at top and see what’s using up your resources. Quite often a machine configured as a web server will have some kind of mail server running by default. If your site doesn’t use mail (ours doesn’t) make sure it’s shut down and not using resources.
Secondly, have a look at your Apache configuration and particularly what modules are loaded. The method for doing this varies between versions of Apache, but again, every module loaded increases the amount of memory that each Apache process requires and therefore limits the number of simultaneous requests you can deal with.
The final thing to check is that Apache isn’t configured to start more servers than you have memory for. This is usually done by setting the MaxClients directive. When that limit is reached, your site is going to stop responding to further requests. However, if all else goes well that threshold won’t be reached, and if it does it will at least stop the weight of the traffic taking the entire server down to a point where you can’t even log in to sort it out.
Those are the main tidbits I’ve found useful for this site, although it’s worth repeating that entire books have been written on this subject alone.
Caching
Although the site is generated with PHP and MySQL, the majority of pages served don’t come from the database. The process of compiling a page on-the-fly involves quite a few trips to the database for content, templates, configuration settings and so on, and so can be slow and require a lot of CPU. Unless a new article or comment is published, the site doesn’t actually change between requests and so it makes sense to generate each page once, save it to a file and then just serve all following requests from that file.
We use QuickCache (or rather a plugin based on it) for this. The plugin integrates with our publishing system (Textpattern) to make sure the cache is cleared when something on the site changes. A similar plugin called WP-Cache is available for WordPress, but of course this could be done any number of ways, and with any back-end technology.
The important principal here is to reduce the time it takes to serve a page by compiling the page once and serving that cached result to subsequent visitors. Keep away from your database if you can.
Outsource your feeds
We get around 36,000 requests for our feed each day. That really only works out at about 7,000 subscribers averaging five-and-a-bit requests a day, but it’s still 36,000 requests we could easily do without. Each request uses resources and particularly during December, all those requests can add up.
The simple solution here was to switch our feed over to using FeedBurner. We publish the address of the FeedBurner version of our feed here, so those 36,000 requests a day hit FeedBurner’s servers rather than ours. In addition, we get pretty graphs showing how the subscriber-base is building.
Off-load big files
Larger files like images or downloads pose a problem not in bandwidth, but in the time it takes them to transfer. A typical page request is very quick, a few seconds at the most, resulting in the connection being freed up promptly. Anything that keeps a connection open for a long time is going to start killing performance very quickly.
This year, we started serving most of the images for articles from a subdomain – media.24ways.org. Rather than pointing to our own server, this subdomain points to an Amazon S3 account where the files are held. It’s easy to pigeon-hole S3 as merely an online backup solution, and whilst not a fully fledged CDN, S3 works very nicely for serving larger media files. The roughly 20GB of files served this month have cost around $5 in Amazon S3 charges. That’s so affordable it may not be worth even taking the files back off S3 once December has passed.
I found this article on Scalable Media Hosting with Amazon S3 to be really useful in getting started. I upload the files via a Firefox plugin (mentioned in the article) and then edit the ACL to allow public access to the files. The way S3 enables you to point DNS directly at it means that you’re not tied to always using the service, and that it can be transparent to your users.
If your site uses photographs, consider uploading them to a service like Flickr and serving them directly from there. Many photo sharing sites are happy for you to link to images in this way, but do check the acceptable use policies in case you need to provide a credit or link back.
Off-load small files
You’ll have noticed the pattern by now – get rid of as much traffic as possible. When an article has a lot of comments and each of those comments has an avatar along with it, a great many requests are needed to fetch each of those images. In 2006 we started using Gravatar for avatars, but their servers were slow and were holding up page loads. To get around this we started caching the images on our server, but along with that came the burden of furnishing all the image requests.
Earlier this year Gravatar changed hands and is now run by the same team behind WordPress.com. Those guys clearly know what they’re doing when it comes to high performance, so this year we went back to serving avatars directly from them.
If your site uses avatars, it really makes sense to use a service like Gravatar where your users probably already have an account, and where the image requests are going to be dealt with for you.
Know what you’re paying for
The server account we use for 24 ways was opened in November 2005. When we first hit the front page of Digg in December of that year, we upgraded the server with a bit more memory, but other than that we were still running on that 2005 spec for two years. Of course, the world of technology has moved on in those years, prices have dropped and specs have improved. For the same amount we were paying for that 2005 spec server, we could have an account with twice the CPU, memory and disk space.
So in November of this year I took out a new account and transferred the site from the old server to the new. In that single step we were prepared for dealing with twice the amount of traffic, and because of a special offer at the time I didn’t even have to pay the setup cost on the new server. So it really pays to know what you’re paying for and keep an eye out of ways you can make improvements without needing to spend more money.
Further steps
There’s nearly always more that can be done. For example, there are some media files (particularly for older articles) that are not on S3. We also serve our CSS directly and it’s not minified or compressed. But by tackling the big problems first we’ve managed to reduce load on the server and at the same time make sure that the load being placed on the server can be dealt with in the most frugal way.
Over the last 24 days we’ve served up articles to more than 350,000 visitors without breaking a sweat. On a busy day, that’s been nearly 20,000 visitors in just 24 hours. While in the grand scheme of things that’s not a huge amount of traffic, it can be a lot if you’re not prepared for it. However, with a little planning for the peaks you can help ensure that when the traffic arrives you’re ready to capitalise on it.
Of course, people only visit 24 ways for the wealth of knowledge and experience that’s tied up in the articles here. Therefore I’d like to take the opportunity to thank all our authors this year who have given their time as a gift to the community, and to wish you all a very happy Christmas. |
2007 |
Drew McLellan |
drewmclellan |
2007-12-24T00:00:00+00:00 |
https://24ways.org/2007/performance-on-a-shoe-string/ |
ux |
| 197 |
Designing for Mobile Performance |
Last year, some colleagues at Google ran a research study titled “The Need for Mobile Speed” to find out what the impact of performance and perception of speed had on the way people use the web on their mobile devices.
That’s not a trivial distinction; when considering performance, how fast something feels is often more important than how fast it actually is. When dealing with sometimes underpowered mobile devices and slow mobile networks, designing experiences that feel fast is exceptionally important.
One of the most startling numbers we found in the study was that 53% of mobile site visits are abandoned if pages take longer than 3 seconds to load.
We wanted to find out more, so following on from this study, we conducted research to define what the crucial elements of speed are. We took into consideration the user experience (UX), overall perception of speed, and how differing contexts the user finds themselves in can alter how fast a user thinks something loaded.
To understand speed and load times first we must understand that user mobile web behaviour is broken down into three buckets;
Intention
Location
State of mind
Let’s look at each of those in turn.
Intention
Users browse sites on a mobile device for many different reasons. To be able to effectively design a performant user experience for them, it’s important to understand what those reasons might be. When asked to describe their reason for visiting a site, approximately 30% of people asked by the study claimed that they were simply browsing without a particular purpose in mind. Looking deeper, we found that this number increased slightly (34%) for retail sites. 30% said they were just there to find out some information for a future task or action, such as booking a flight.
Interestingly, the research shows that users are actually window shopping using their mobile browser. Only 29% actually said they had a specific goal or intent in mind, and this number increases significantly for financial services like banking sites (57%). This goes against a traditionally held view of users wanting to perform simple actions efficiently on their mobile device. Sure, some users are absolutely doing that, but many are just browsing around without a goal in mind, just like they would on a desktop browser.
This gives great insight into the user’s intentions. It tells us that users are actively using sites on their mobile, but a large majority do not intend to do anything instantly. There’s no goal they’re under pressure to achieve. If a site’s performance is lousy or janky, this will only reaffirm to the user to that they can hold off on completing a task, so they might just give up.
However, if a site is quick to load, sophisticated in expressing its value proposition quickly, and enables the user to perform their actions seamlessly, then turning that “browsing user” into a “buying user” becomes all that much easier. When the user has no goal, there’s more opportunity to convert, and you stand a greater chance of doing that if the performance is good enough so they stick around.
Location
Obviously, mobile devices by their nature can be used in many different locations. This is an interesting consideration, because it’s not something we traditionally need to take into account designing experiences for static platforms like desktop computers.
The in the study, we found that 82% of users browse the web on their mobile phone while in their home. In contrast, only 7% do the same while at work. This might come across as a bit of a shock, but when you look at mobile usage – in particular app usage – most of the apps being used are either a social network or some sort of entertainment or media app. Due to the unreliability of network connections, users will often alternate between these two types of apps.
The consequence being that if a site doesn’t work offline, or otherwise compensate for bad network connectivity in some way by providing opportunities to allow users to browse their site, then it becomes a self-fulfilling prophecy as to why users mostly view the mobile web from the comfort of their homes where there is a strong WiFi connection. They’re using mobile devices, but they’re not actually mobile themselves.
Another thing to bear in mind is how users alternate between devices, a study by comScore found that 80% of transactions take place on desktop while 69% of the browsing takes place on mobile. Any given user might access from more than one location - they might visit one day from a bus queue on their phone, and then next day from a laptop at home.
State of mind
One more thing we need to take into consideration is the user’s state of mind. Whilst browsing at home, users tend to be more relaxed, and in the research 76% stated they were generally calmer at home. The user’s state of mind can have quite a big impact on how they perceive things. The calmer they are, the quicker a site might appear to load. If the user is anxious and impatiently drumming their fingers on the table, things seem to take longer, and even a small wait can feel like an eternity.
This is quite key. Over 40% of sites take longer than 4 seconds to load for users who are are out and about and using a mobile data connection. Coupled with our perception, and amplified by a potentially less-than-calm state of mind, this can seem like an age.
What does this all mean?
I think we can all agree that users prefer strong, steady connections and comfort when completing transactions. It seems like common sense when we say it out loud. Recreating these feelings and sensations of comfort and predictability under all circumstances therefore becomes paramount. Equally, when asked in the study, users all claimed that speed was the most important factor impacting their mobile web usage. Over 40%, in fact, said it was the most important UX feature of a site, and nobody asked considered it to be of no importance at all.
The meaning of speed
When it comes to performance, speed is measured in two ways – real speed; as measured on a clock, and perceived speed; how responsive an interaction feels. We can, of course, improve how quickly a site loads by simply making files smaller. Even then, the study showed that 32% of users felt a site can feel slow even when it loads in less than 4 seconds. This gets even worse when you look at it by age group, with 50% if young people (18-24 year olds) thinking a site was slower than it actually was. When you add to the mix that users think a site loaded faster when they are sitting compared to when they are standing up, then you are in a world of trouble if your site doesn’t have any clear indicators to let the user know the loading state of you website or app.
So what can we do about this to improve our designs?
How to fix / hack user perception
There are some golden rules of speed, the first thing is hacking response time. If a page takes more than 3 seconds to load, you will certainly start to lose your users. However, if that slowness is part of a UX flow such as processing information, the user understands it might take a little time. Under those circumstances, a load time of under 5 seconds is acceptable, but even then, you should take caution. Anything above 8 seconds and you are in very real danger of losing your audience completely.
Load time
User impression
200 ms
Feels instant
1 s
Feels it is performing smoothly
5 s
Part of user flow
8 s
Lose attention
Remove the tap delay
Mobile browsers often use a 300-350ms delay between the triggering of the touchend and click events. This delay was added so the browser could determine if there was going to be a double-tap triggered or not, since double-tap is a common gesture used to zoom into text. This delay can have the side effect of making interactions feel laggy, and therefore giving the user the impression that the site is slow, even if it’s their own browser causing the problem.
Fortunately there’s a way to remove the delay. Add following in the <head> of your page, and the delay no longer takes effect:
<meta name="viewport" content="width=device-width">
You can also use touch-action: manipulation in newer browsers to eliminate click delay. For old browsers, FastClick by FT Labs uses touch events to trigger clicks faster and remove the double-tap gesture.
Make use of Skeleton Screens
A skeleton layout is a wireframe version of your app that displays while content is being loaded. This demonstrates to the user that content is about to be loaded, giving the impression that something is happening more quickly than it really is. Consider also using a preloader UI as well, with a text label informing the user that the app is loading. One example would be to pulsate the wireframe content giving the app the feeling that it is alive and loading. This reassures the user that something is happening and helps prevent resubmissions or refreshes of your app. Razvan Caliman created a Codepen example of how to create this effect in purely CSS.
One thing to consider though, if data doesn’t load then you might need to create a fallback 404 or error page to let the user know what happened.
Example by Owen-Campbell Moore
Responsive Touch Feedback
Carefully designing the process by which items load is one aspect of increasing the perceived speed of your page, but reassuring the user that an action they have taken is in process is another. At Google we use something called a Ripple, which is is animating dot that expands or ripples in order to confirm to the user that their input has been triggered. This happens immediately, expanding outward from the point of touch. This reaffirms to the user that their input has been received and is being acted on, even before the site has had a chance to process or respond to the action. From the user’s point of view, they’ve tapped and the page has responded immediately, so it feels really quick and satisfying.
You can mimic this same behavior using our Material Design Components Web GitHub repo.
Progress bars
These UI elements have existed for a very long time, but research conducted by Chris Harrison and published in New Scientist found that the style of a progress bar can alter the perception of speed drastically. As a matter of fact, progress bars with ripples that animate towards the left appear like they are loading faster by at least 11% percent. So when including them in your site, take into consideration that ripples and progress bars that pulsate faster as they get to the end will make your sites seem quicker.
Faster Progress Bars: Manipulating Perceived Duration with Visual Augmentations
Navigation
The speed with which a user can locate navigational items or call to actions adds to their perceived performance of a site. If the user’s next action is quick to spot on the screen, they don’t spend time hunting around the interface with their eyes and fingers. So no matter how quickly your code runs, hiding items behind a nav bar will make a site feel slower than it actually is.
Facebook found that switching to using bottom navigation saw an increase in engagement, satisfaction, revenue, speed, and importantly, perception of speed. If the user sees the navigation items they’re looking for quickly, the interaction feels fast. What’s more, end-to-end task completion is quicker too, as the interface not only feels quicker, but actually measures quicker as well. Similar reactions were found with Spotify and Redbooth.
Luke Wroblewski gave a talk last year in Ireland titled “Obvious Always Wins” which he demonstrated through the work he did with Google+. Luke’s message is that by making the core features of your app obvious to your user, you will see engagement go up. This again seems obvious, right? However, it is important to note that adding bottom navigation doesn’t just mean a black bar at the bottom of your screen like some kind of performance magic bullet. The goal is to make the items clear to the user so they know what they need to be doing, and how you achieve that could be different from one interface to the next. Google keeps experimenting with different navigation styles, but finally settled with the below when they conducted user research and testing.
Conclusion
By utilizing a collection of UI patterns and speed optimisation techniques, you can improve not only the actual speed of a site, but the perception of how quickly a user thinks your site is loading. It is critical to remember that users will not always be using your site in a calm and relaxed manner and that even their age can impact how they will use or not use your site. By improving your site’s stability, you increase the likelihood of positive user engagement and task completion.
You can learn more about techniques to hack user perception and improve user speed by taking a look at an E-Book we published with Awwwards.com called Speed Matters: Design for Mobile Performance. |
2017 |
Mustafa Kurtuldu |
mustafakurtuldu |
2017-12-18T00:00:00+00:00 |
https://24ways.org/2017/designing-for-mobile-performance/ |
ux |
| 203 |
Jobs-to-Be-Done in Your UX Toolbox |
Part 1: What is JTBD?
The concept of a “job” in “Jobs-To-Be-Done” is neatly encapsulated by a oft-quoted line from Theodore Levitt:
“People want a quarter-inch hole, not a quarter inch drill”.
Even so, Don Norman pointed out that perhaps Levitt “stopped too soon” at what the real customer goal might be. In the “The Design of Everyday Things”, he wrote:
“Levitt’s example of the drill implying that the goal is really a hole is only partially correct, however. When people go to a store to buy a drill, that is not their real goal. But why would anyone want a quarter-inch hole? Clearly that is an intermediate goal. Perhaps they wanted to hang shelves on the wall. Levitt stopped too soon. Once you realize that they don’t really want the drill, you realize that perhaps they don’t really want the hole, either: they want to install their bookshelves. Why not develop methods that don’t require holes? Or perhaps books that don’t require bookshelves.”
In other words, a “job” in JTBD lingo is a way to express a user need or provide a customer-centric problem frame that’s independent of a solution. As Tony Ulwick says:
“A job is stable, it doesn’t change over time.”
An example of a job is “tiding you over from breakfast to lunch.” You could hire a donut, a flapjack or a banana for that mid-morning snack—whatever does the job. If you can arrive at a clearly identified primary job (and likely some secondary ones too), you can be more creative in how you come up with an effective solution while keeping the customer problem in focus.
The team at Intercom wrote a book on their application of JTBD. In it, Des Traynor cleverly characterised how JTBD provides a different way to think about solutions that compete for the same job:
“Economy travel and business travel are both capable candidates applying for [the job: Get me face-to-face with my colleague in San Francisco], though they’re looking for significantly different salaries. Video conferencing isn’t as capable, but is willing to work for a far smaller salary. I’ve a hiring choice to make.”
So far so good: it’s relatively simple to understand what a job is, once you understand how it’s different from a “task”. Business consultant and Harvard professor Clay Christensen talks about the concept of “hiring” a product to do a “job”, and firing it when something better comes along. If you’re a company that focuses solutions on the customer job, you’re more likely to succeed. You’ll find these concepts often referred to as “Jobs-to-be-Done theory”. But the application of Jobs-to-Be-Done theory is a little more complicated; it comprises several related approaches.
I particularly like Jim Kalbach’s description of how JTBD is a “lens through which to understand value creation”. But it is also more. In my view, it’s a family of frameworks and methods—and perhaps even a philosophy.
Different facets in a family of frameworks
JTBD has its roots in market research and business strategy, and so it comes to the research table from a slightly different place compared to traditional UX or design research—we have our roots in human-computer interaction and ergonomics. I’ve found it helpful to keep in mind is that the application of JTBD theory is an evolving beast, so it’s common to find contradictions across different resources. My own use of it has varied from project to project. In speaking to others who have adopted it in different measures, it seems that we have all applied it in somewhat multifarious ways. As we like to often say in interviews: there are no wrong answers.
Outcome Driven Innovation
Tony Ulwick’s version of the JTBD history began with Outcome Driven Innovation (ODI), and this approach is best outlined in his seminal article published in the Harvard Business Review in 2002. To understand his more current JTBD approach in his new book “Jobs to Be Done: Theory to Practice”, I actually found it beneficial to read his approach in the original 2002 article for a clearer reference point.
In the earlier article, Ulwick presented a rigorous approach that combines interviews, surveys and an “opportunity” algorithm—a sequence of steps to determine the business opportunity. ODI centres around working with “desired outcome statements” that you unearth through interviews, followed by a means to quantify the gap between importance and satisfaction in a survey to different types of customers.
Since 2008, Ulwick has written about using job maps to make sense of what the customer may be trying to achieve. In a recent article, he describes the aim of the activity is “to discover what the customer is trying to get done at different points in executing a job and what must happen at each juncture in order for the job to be carried out successfully.”
A job map is not strictly a journey map, however tempting it is to see it that way. From a UX perspective, is one of many models we can use—and as our research team at Clearleft have found, how we use model can depend on the nature of the jobs we’ve uncovered in interviews and the characteristics of the problem we’re attempting to solve.
Figure 1. Universal job map
Ulwick’s current methodology is outlined in his new book, where he describes a complete end-to-end process: from customer and competitor research to framing market and product strategy.
The Jobs-To-Be-Done Interview
Back in 2013, I attended a workshop by Chris Spiek and Bob Moesta from the ReWired Group on JTBD at the behest of a then-MailChimp colleague, and I came away excited about their approach to product research. It felt different from anything I’d done before and for the first time in years, I felt that I was genuinely adding something new to my research toolbox.
A key idea is that if you focus on the stories of those who switched to you, and those who switch away from you, you can uncover the core jobs through looking at these opposite ends of engagement.
This framework centres around the JTBD interview method, which harnesses the power of a narrative framework to elicit the real reasons why someone “hired” something to do a job—be it something physical like a new coffee maker, or a digital service, such as a to-do list app. As you interview, you are trying to unearth the context around the key moments on the JTBD timeline (Figure 2). A common approach is to begin from the point the customer might have purchased something, back to the point where the thought of buying this thing first occurred to them.
Figure 2. JTBD Timeline
Figure 3. The Four Forces
The Forces Diagram (Figure 3) is a post-interview analysis tool where you can map out what causes customers to switch to something new and what holds them back.
The JTBD interview is effective at identifying core and secondary jobs, as well as some context around the user need. Because this method is designed to extract the story from the interviewee, it’s a powerful way to facilitate recall. Having done many such interviews, I’ve noticed one interesting side effect: participants often remember more details later on after the conversation has formally ended. It is worth scheduling a follow-up phone call or keep the channels open.
Strengths aside, it’s good to keep in mind that the JTBD interview is still primarily an interview technique, so you are relying on the context from the interviewee’s self-reported perspective. For example, a stronger research methodology combines JTBD interviews with contextual research and quantitative methods.
Job Stories
Alan Klement is credited for coming up with the term “job story” to describe the framing of jobs for product design by the team at Intercom:
“When … I want to … so I can ….”
Figure 4. Anatomy of a Job Story
Unlike a user story that traditionally frames a requirement around personas, job stories frame the user need based on the situation and context. Paul Adams, the VP of Product at Intercom, wrote:
“We frame every design problem in a Job, focusing on the triggering event or situation, the motivation and goal, and the intended outcome. […] We can map this Job to the mission and prioritise it appropriately. It ensures that we are constantly thinking about all four layers of design. We can see what components in our system are part of this Job and the necessary relationships and interactions required to facilitate it. We can design from the top down, moving through outcome, system, interactions, before getting to visual design.”
Systems of Progress
Apart from advocating using job stories, Klement believes that a core tenet of applying JTBD revolves around our desire for “self-betterment”—and that focusing on everyone’s desire for self-betterment is core to a successful strategy.
In his book, Klement takes JTBD further to being a tool for change through applying systems thinking. There, he introduces the systems of progress and how it can help focus product strategy approach to be more innovative.
Coincidentally, I applied similar thinking on mapping systemic change when we were looking to improve users’ trust with a local government forum earlier this year. It’s not just about capturing and satisfying the immediate job-to-be-done, it’s about framing the job so that you can a clear vision forward on how you can help your users improve their lives in the ways they want to.
This is really the point where JTBD becomes a philosophy of practice.
Part 2: Mixing It Up
There has been some misunderstanding about how adopting JTBD means ditching personas or some of our existing design tools or research techniques. This couldn’t have been more wrong.
Figure 5: Jim Kalbach’s JTBD model
Jim Kalbach has used Outcome-Driven Innovation for around 10 years. In a 2016 article, he presents a synthesised model of how to think about that has key elements from ODI, Christensen’s theories and the structure of the job story.
More interestingly, Kalbach has also combined the use of mental models with JTBD.
Claire Menke of UDemy has written a comprehensive article about using personas, JTBD and customer journey maps together in order to communicate more complete story from the users’ perspective. Claire highlights an especially interesting point in her article as she described her challenges:
“After much trial and error, I arrived at a foundational research framework to suit every team’s needs — allowing everyone to share the same holistic understanding, but extract the type of information most applicable to their work.”
In other words, the organisational context you are in likely can dictate what works best—after all the goal is to arrive at the best user experience for your audiences. Intercom can afford to go full-on on applying JTBD theory as a dominant approach because they are a start-up, but a large company or organisation with multiple business units may require a mix of tools, outputs and outcomes.
JTBD is an immensely powerful approach on many fronts—you’ll find many different references that lists the ways you can apply JTBD. However, in the context of this discussion, it might also be useful to we examine where it lies in our models of how we think about our UX and product processes.
JTBD in the UX ecosystem
Figure 6. The Elements of User Experience (source)
There are many ways we have tried to explain the UX discipline but I think Jesse James Garrett’s Elements of User Experience is a good place to begin.
I sometimes also use little diagram to help me describe the different levels you might work at when you work through the complexity of designing and developing a product. A holistic UX strategy needs to address all the different levels for a comprehensive experience: your individual product UI, product features, product propositions and brand need to have a cohesive definition.
Figure 7. Which level of product focus?
We could, of course, also think about where it fits best within the double diamond.
Again, bearing in mind that JTBD has its roots in business strategy and market research, it is excellent at clarifying user needs, defining high-level specifications and content requirements. It is excellent for validating brand perception and value proposition —all the way down to your feature set. In other words, it can be extremely powerful all the way through to halfway of the second diamond. You could quite readily combine the different JTBD approaches because they have differences as much as overlaps. However, JTBD generally starts getting a little difficult to apply once we get to the details of UI design.
The clue lies in JTBD’s raison d’être: a job statement is solution independent. Hence, once we get to designing solutions, we potentially fall into a existential black hole.
That said, Jim Kalbach has a quick case study on applying JTBD to content design tucked inside the main article on a synthesised JTBD model. Alan Klement has a great example of how you could use UI to resolve job stories. You’ll notice that the available language of “jobs” drops off at around that point.
Job statements and outcome statements provide excellent “mini north-stars” as customer-oriented focal points, but purely satisfying these statements would not necessarily guarantee that you have created a seamless and painless user experience.
Playing well with others
You will find that JTBD plays well with Lean, and other strategy tools like the Value Proposition Canvas. With every new project, there is potential to harness the power of JTBD alongside our established toolbox.
When we need to understand complex contexts where cultural or socioeconomic considerations have to be taken into account, we are better placed with combining JTBD with more anthropological approaches. And while we might be able to evaluate if our product, website or app satisfies the customer jobs through interviews or surveys, without good old-fashioned usability testing we are unlikely to be able to truly validate why the job isn’t being represented as it should. In this case, individual jobs solved on the UI can be set up as hypotheses to be proven right or wrong.
The application of Jobs-to-be-Done is still evolving. I’ve found it to be very powerful and I struggle to remember what my UX professional life was like before I encountered it—it has completely changed my approach to research and design.
The fact JTBD is still evolving as a practice means we need to be watchful of dogma—there’s no right way to get a UX job done after all, it nearly always depends. At the end of the day, isn’t it about having the right tool for the right job? |
2017 |
Steph Troeth |
stephtroeth |
2017-12-04T00:00:00+00:00 |
https://24ways.org/2017/jobs-to-be-done-in-your-ux-toolbox/ |
ux |
| 219 |
Speed Up Your Site with Delayed Content |
Speed remains one of the most important factors influencing the success of any website, and the first rule of performance (according to Yahoo!) is reducing the number of HTTP requests. Over the last few years we’ve seen techniques like sprites and combo CSS/JavaScript files used to reduce the number of HTTP requests. But there’s one area where large numbers of HTTP requests are still a fact of life: the small avatars attached to the comments on articles like this one.
Avatars
Many sites like 24 ways use a fantastic service called Gravatar to provide user images. As a user, you can sign up to Gravatar, give them your e-mail address, and upload an image to represent you. Sites can then include your image by generating a one way hash of your e-mail address and using that to build an image URL. For example, the markup for the comments on this page looks something like this:
<div>
<h4><a href="http://allinthehead.com/">
<img src="http://www.gravatar.com/avatar.php?gravatar_id=13734b0cb20708f79e730809c29c3c48&size=100" class="gravatar" alt="" height="100" width="100" />
Drew McLellan
</a></h4>
<p>This is a great article!</p>
</div>
The Gravatar URL contains two parts. 100 is the size in pixels of the image we want. 13734b0cb20708f79e730809c29c3c48 is an MD5 digest of Drew’s e-mail address. Using MD5 means we can request an image for a user without sharing their e-mail address with anyone who views the source of the page.
So what’s wrong with avatars?
The problem is that a popular article can easily get hundreds of comments, and every one of them means another image has to be individually requested from Gravatar’s servers. Each request is small and the Gravatar servers are fast but, when you add them up, it can easily add seconds to the rendering time of a page. Worse, they can delay the loading of more important assets like the CSS required to render the main content of the page.
These images aren’t critical to the page, and don’t need to be loaded up front. Let’s see if we can delay loading them until everything else is done. That way we can give the impression that our site has loaded quickly even if some requests are still happening in the background.
Delaying image loading
The first problem we find is that there’s no way to prevent Internet Explorer, Chrome or Safari from loading an image without removing it from the HTML itself. Tricks like removing the images on the fly with JavaScript don’t work, as the browser has usually started requesting the images before we get a chance to stop it.
Removing the images from the HTML means that people without JavaScript enabled in their browser won’t see avatars. As Drew mentioned at the start of the month, this can affect a large number of people, and we can’t completely ignore them. But most sites already have a textual name attached to each comment and the avatars are just a visual enhancement. In most cases it’s OK if some of our users don’t see them, especially if it speeds up the experience for the other 98%.
Removing the images from the source of our page also means we’ll need to put them back at some point, so we need to keep a record of which images need to be requested. All Gravatar images have the same URL format; the only thing that changes is the e-mail hash. Storing this is a great use of HTML5 data attributes.
HTML5 data what?
Data attributes are a new feature in HTML5. The latest version of the spec says:
A custom data attribute is an attribute in no namespace whose name starts with the string “data-”, has at least one character after the hyphen, is XML-compatible, and contains no characters in the range U+0041 to U+005A (LATIN CAPITAL LETTER A to LATIN CAPITAL LETTER Z).
[…]
Custom data attributes are intended to store custom data private to the page or application, for which there are no more appropriate attributes or elements. These attributes are not intended for use by software that is independent of the site that uses the attributes.
In other words, they’re attributes of an HTML element that start with “data-” which you can use to share data with scripts running on your site. They’re great for adding small bits of metadata that don’t fit into an existing markup pattern the way microformats do.
Let’s see this in action
Take a look at the markup for comments again:
<div>
<h4><a href="http://allinthehead.com/">
<img src="http://www.gravatar.com/avatar.php?gravatar_id=13734b0cb20708f79e730809c29c3c48&size=100" class="gravatar" alt="" height="100" width="100" />
Drew McLellan
</a></h4>
<p>This is a great article!</p>
</div>
Let’s replace the <img> element with a data-gravatar-hash attribute on the <a> element:
<div>
<h4><a href="http://allinthehead.com/" data-gravatar-hash="13734b0cb20708f79e730809c29c3c48">
Drew McLellan
</a></h4>
<p>This is a great article!</p>
</div>
Once we’ve done this, we’ll need a small bit of JavaScript to find all these attributes, and replace them with images after the page has loaded. Here’s an example using jQuery:
$(window).load(function() {
$('a[data-gravatar-hash]').prepend(function(index){
var hash = $(this).attr('data-gravatar-hash')
return '<img width="100" height="100" alt="" src="http://www.gravatar.com/avatar.php?size=100&gravatar_id=' + hash + '">'
})
})
This code waits until everything on the page is loaded, then uses jQuery.prepend to insert an image into every link containing a data-gravatar-hash attribute. It’s short and relatively simple, but in tests it reduced the rendering time of a sample page from over three seconds to well under one.
Finishing touches
We still need to consider the appearance of the page before the avatars have loaded. When our script adds extra content to the page it will cause a browser reflow, which is visually annoying. We can avoid this by using CSS to reserve some space for each image before it’s inserted into the HTML:
#comments div {
padding-left: 110px;
min-height: 100px;
position: relative;
}
#comments div h4 img {
display: block;
position: absolute;
top: 0;
left: 0;
}
In a real world example, we’ll also find that the HTML for a comment is more varied as many users don’t provide a web page link. We can make small changes to our JavaScript and CSS to handle this case.
Put this all together and you get this example.
Taking this idea further
There’s no reason to limit this technique to sites using Gravatar; we can use similar code to delay loading any images that don’t need to be present immediately. For example, this year’s redesigned Flickr photo page uses a “data-defer-src” attribute to describe any image that doesn’t need to be loaded straight away, including avatars and map tiles.
You also don’t have to limit yourself to loading the extra resources once the page loads. You can get further bandwidth savings by waiting until the user takes an action before downloading extra assets. Amazon has taken this tactic to the extreme on its product pages – extra content is loaded as you scroll down the page.
So next time you’re building a page, take a few minutes to think about which elements are peripheral and could be delayed to allow more important content to appear as quickly as possible. |
2010 |
Paul Hammond |
paulhammond |
2010-12-18T00:00:00+00:00 |
https://24ways.org/2010/speed-up-your-site-with-delayed-content/ |
ux |
| 245 |
Web Content Accessibility Guidelines 2.1—for People Who Haven’t Read the Update |
Happy United Nations International Day of Persons with Disabilities 2018! The United Nations chose “Empowering persons with disabilities and ensuring inclusiveness and equality” as this year’s theme. We’ve seen great examples of that in 2018; for example, Paul Robert Lloyd has detailed how he improved the accessibility of this very website.
On social media, US Congressmember-Elect Alexandria Ocasio-Cortez started using the Clipomatic app to add live captions to her Instagram live stories, conforming to success criterion 1.2.4, “Captions (Live)” of the Web Content Accessibility Guidelines (figure 1) …and British Vogue Contributing Editor Sinéad Burke has used the split-screen feature of Instagram live stories to invite an interpreter to provide live Sign Language interpretation, going above and beyond success criterion 1.2.6, “Sign Language (Prerecorded)” of the Web Content Accessibility Guidelines (figure 2).
Figure 1: Screenshot of Alexandria Ocasio-Cortez’s Instagram story with live captionsFigure 2: Screenshot of Sinéad Burke’s Instagram story with Sign Language Interpretation
That theme chimes with this year’s publication of the World Wide Web Consortium (W3C)’s Web Content Accessibility Guidelines (WCAG) 2.1. In last year’s “Web Content Accessibility Guidelines—for People Who Haven’t Read Them”, I mentioned the scale of the project to produce this update during 2018: “the editors have to update the guidelines to cover all the new ways that people interact with new technologies, while keeping the guidelines backwards-compatible”.
The WCAG working group have added 17 success criteria to the 61 that they released way back in 2008—for context, that was 1½ years before Apple released their first iPad! These new criteria make it easier than ever for us web geeks to produce work that is more accessible to people using mobile devices and touchscreens, people with low vision, and people with cognitive and learning disabilities.
Once again, let’s rip off all the legalese and ambiguous terminology like wrapping paper, and get up to date.
Can your users perceive the information on your website?
The first guideline has criteria that help you prevent your users from asking, “What the **** is this thing here supposed to be?” We’ve seven new criteria for this guideline.
1.3.4 Some people can’t easily change the orientation of the device that they use to browse the web, and so you should make sure that your users can use your website in portrait orientation and in landscape orientation. Consider how people slowly twirl presents that they have plucked from under the Christmas tree, to find the appropriate orientation—and expect your users to do likewise with your websites and apps. We’ve had 18½ years since John Allsopp’s revelatory Dao of Web Design enlightened us to “embrace the fact that the web doesn’t have the same constraints” as printed pages, and to “design for this flexibility”. So, even though this guideline doesn’t apply to websites where “a specific display orientation is essential,” such as a piano tutorial, always ask yourself, “What would John Allsopp do?”
1.3.5 You should help the user’s browser to automatically complete–or not complete–form fields, to save the user some time and effort. The surprisingly powerful and flexible autocomplete attribute for input elements should prove most useful here. If you’ve used microformats or microdata to mark up information about a person, the autocomplete attribute’s range of values should seem familiar. I like how the W3’s “Using HTML 5.2 autocomplete attributes” says that autocompleted values in forms help “those with dexterity disabilities who have trouble typing, those who may need more time, and anyone who wishes to reduce effort to fill out a form” (emphasis mine). Um…🙋♂️
1.3.6 I like this one a lot, because it can help a huge audience to overcome difficulties that might prevent them from ever using the web. Some people have cognitive difficulties that affect their memory, focus, attention, language processing, and/or decision-making. Those users often rely on assistive technologies that present information through proprietary symbols, summaries of content, and keyboard shortcuts. You could use ARIA landmarks to identify the regions of each webpage. You could also keep an eye on the W3C’s ongoing work on Personalisation Semantics.
1.4.10 If you were to find a Nintendo Switch and “Super Mario Odyssey” under your Christmas tree, you would have many hours of enjoyably scrolling horizontally and vertically to play the game. On the other hand, if you had to zoom a webpage to 400% so that you could read the content, you might have many hours of frustratedly scrolling horizontally and vertically to read the content. Learned reader, I assume you understand the purpose and the core techniques of Responsive Web Design. I also assume you’re getting up to speed with the new Grid, Flexbox, and Box Alignment techniques for layout, and overflow-wrap. Using those skills, you should make sure that all content and functionality remain available when the browser is 320px wide, without your user needing to scroll horizontally. (For vertical text, you should make sure that all content and functionality remain available when the browser is 256px high, without your user needing to scroll vertically.) You don’t have to do this for anything that would lose meaning if you restructured it into one narrow column. That includes some images, maps, diagrams, video, games, presentations, and data tables. Remember to check how your media queries affect font size: your user might find that text becomes smaller as they zoom into the webpage. So, test this one on real devices, or—better yet—test it with real users.
1.4.11 In “Web Content Accessibility Guidelines—for People Who Haven’t Read Them”, I recommended bookmarking Lea Verou’s Contrast Ratio calculator for checking that text contrasts enough with its background (for success criteria 1.4.3 and 1.4.6), so that more people can read it more easily. For this update, you should make sure that form elements and their focus states have a 3:1 contrast ratio with the colour around them. This doesn’t apply to controls that use the browser’s default styling. Also, you should make sure that graphics that convey information have a 3:1 contrast ratio with the colour around them.
1.4.12 Some people, due to low vision or dyslexia, might need to modify the typography that you agonised over. Research indicates that you should make sure that all content and functionality would remain available if a user were to set:
line height to at least 1½ × the font size;
space below paragraphs to at least 2 × the font size;
letter spacing to at least 0.12 × the font size;
word spacing to at least 0.16 × the font size.
To test this, check for text overlapping, text hiding behind other elements, or text disappearing.
1.4.13 Sometimes when visiting a website, you hover over—or tab on to—something that unleashes a newsletter subscription pop-up, some suggested “related content”, and/or a GDPR-related pop-up. On a well-designed website, you can press the Esc key on your keyboard or click a prominent “Close” button or “X” button to vanquish such intrusions. If the Esc key fails you, or if you either can’t see or can’t click the “Close” button…well, you’ll probably just close that browser tab. This situation can prove even more infuriating for users with low vision or cognitive disabilities. So, if new content appears when your user hovers over or tabs on to some element, you should make sure that:
your user can dismiss that content without needing to move their pointer or tab on to some other element (this doesn’t apply to error warnings, or well-behaved content that doesn’t obscure or replace other content);
the new content remains visible while your user moves their cursor over it;
the new content remains visible as long as the user hovers over that element or dismisses that content—or until the new content is no longer valid.
This doesn’t apply to situations such as hovering over an element’s title attribute, where the user’s browser controls the display of the content that appears.
Can users operate the controls and links on your website?
The second guideline has criteria that help you prevent your users from asking, “How the **** does this thing work?” We’ve nine new criteria for this guideline.
2.1.4 Some websites offer keyboard shortcuts for users. For example, the keyboard shortcuts for Gmail allow the user to press the ⇧ key and u to mark a message as unread. Usually, shortcuts on websites include modifier keys, such as Ctrl, along with a letter, number, or punctuation symbol. Unfortunately, users who have dexterity challenges sometimes trigger those shortcuts by accident, and that can make a website impossible to use. Also, speech input technology can sometimes trigger those shortcuts. If your website offers single-character keyboard shortcuts, you must allow your user to turn off or remap those shortcuts. This doesn’t apply to single-character keyboard shortcuts that only work when a control, such as drop-down list, has focus.
2.2.6 If your website uses a timeout for some process, you could store the user’s data for at least 20 hours, so that users with cognitive disabilities can take a break or take longer than usual to complete the process without losing their place or losing their data. Alternatively, you could warn the user, at the start of the process, about that the website will timeout after whatever amount of time you have chosen.
2.3.3 If your website has some non-essential animation (such as parallax scrolling) that starts when the user does some particular action, you could allow the user to turn off that animation so that you avoid harming users with vestibular disorders. The prefers-reduced-motion media query currently has limited browser support, but you can start using it now to avoid showing animations to users who select the “Reduce Motion” setting (or equivalent) in their device’s operating system:
@media (prefers-reduced-motion: reduce) {
.MrFancyPants {
animation: none;
}
}
2.5.1 Some websites let users use multi-touch gestures on touchscreen devices. For example, Google Maps allows users to pinch with two fingers to zoom out and “unpinch” with two fingers to zoom in. Also, some websites allow users to drag a finger to do some action, such as changing the value on an input element with type="range", or swiping sideways to the next photograph in a gallery. Some users with dexterity challenges, and some users who use a head pointer, an eye-gaze system, or speech-controlled mouse emulation, might find multi-touch gestures or dragging impossible. You must make sure that your website supports single-tap alternatives to any multi-touch gestures or dragging actions that it provides. For example, if your website lets someone pinch and unpinch a map to zoom in and out, you must also provide buttons that a user can tap to zoom in and out.
2.5.2 This might be my favourite accessibility criterion ever! Did you ever touch or press a “Send” button but then immediately realise that you really didn’t want to send the message, and so move your finger or cursor away from the “Send” button before lifting your finger?! Imagine how many arguments that functionality has prevented. 😌 You must make sure that touching or pressing does not cause anything to happen before the user raises their finger or cursor, or make sure that the user can move their finger or cursor away to prevent the action. In JavaScript, prefer onclick to onmousedown, unless your website has actions that need onmousedown. Also, this doesn’t apply to actions that need to happen as soon as the user clicks or touches. For example, a user playing a “Whac-A-Mole” game or a piano emulator needs the action to happen as soon as they click or touch the screen.
2.5.3 Recently, entrepreneur and social media guru Gary Vaynerchuk has emphasised the rise of audio and voice as output and input. He quotes a Google statistic that says one in five search queries use voice input. Once again, users with disabilities have been ahead of the curve here, having used screen readers and/or dictation software for many years. You must make sure that the text that appears on a form control or image matches how your HTML identifies that form control or image. Use proper semantic HTML to achieve this:
use the label element to pair text with the corresponding input element;
use an alt attribute value that exactly matches any text that appears in an image;
use an aria-labelledby attribute value that exactly matches the text that appears in any complex component.
2.5.4 Modern Web APIs allow web developers to specify how their website will react to the user shaking, tilting, or gesturing towards their device. Some users might find those actions difficult, impossible, or embarrassing to perform. If you make any functionality available when the user shakes, tilts, or gestures towards their device, you must provide form controls that make that same functionality available. As usual, this doesn’t apply to websites that require shaking, tilting, or gesturing; this includes some games and music programmes. John Gruber describes the iPhone’s “Shake to Undo” gesture as “dreadful — impossible to discover through exploration of the on-screen [user interface], bad for accessibility, and risks your phone flying out of your hand”. This accessibility criterion seems to empathise with John: you must make sure that your user can prevent your website from responding to shaking, tilting and/or gesturing towards their device.
2.5.5 Homer Simpson’s telephone famously complained, “The fingers you have used to dial are too fat.” I think we’ve all felt like that when using phones and tablets, particularly when trying to dismiss pop-ups and ads. You could make interactive elements at least 44px wide × 44px high. Apple’s “Human Interface Guidelines” agree: “Provide ample touch targets for interactive elements. Try to maintain a minimum tappable area of 44pt x 44pt for all controls.” This doesn’t apply to links within inline text, or to unsoiled elements.
2.5.6 Expect your users to use a variety of input devices they want, and to change from one to another whenever they please. For example, a user with a tablet and keyboard might jab icons on the screen while typing on the keyboard, or a user might dictate text while alone and then type on a keyboard when a colleague arrives. You could make sure that your website allows your users to use whichever available input modality they choose. Once again, this doesn’t apply to websites that require a specific modality; this includes typing tutors and music programmes.
Can users understand your content?
The third guideline has criteria that help you prevent your users from asking, “What the **** does this mean?” We’ve no new criteria for this guideline.
Have you made your website robust enough to work on your users’ browsers and assistive technologies?
The fourth and final guideline has criteria that help you prevent your users from asking, “Why the **** doesn’t this work on my device?” We’ve one new criterion for this guideline.
4.1.3 Sometimes you need to let your user know the status of something: “Did it work OK? What was the error? How far through it are we?” However, you should avoid making your user lose their place on the webpage, and so you should let them know the status without opening a new window, focusing on another element, or submitting a form. To do this properly for assistive technology users, choose the appropriate ARIA role for the new content; for example:
if your user needs to know, “Did it work OK?”, add role="status”;
if your user needs to know, “What was the error?”, add role="alert”;
if you user needs to know, “How far through it are we?”, add role="log" (for a chat window) or role="progressbar" (for, well, a progress bar).
Better design for humans
My favourite of Luke Wroblewski’s collection of Design Quotes is, “Design is the art of gradually applying constraints until only one solution remains,” from that most prolific author, “Unknown”. I’ve always viewed the Web Content Accessibility Guidelines as people-based constraints, and liked how they help the design process. With these 17 new web content accessibility criteria, go forth and create solutions that more people than ever before can use.
Spending those book vouchers you got for Christmas
What next? If you’re looking for something to do to keep you busy this Christmas, I thoroughly recommend these four books for increasing your accessibility expertise:
“Pro HTML5 Accessibility” by Joshue O Connor (Head of Accessibility (Interim) at the UK Government Digital Service, Director of InterAccess, and one of the editors of the Web Content Accessibility Guidelines 2.1): Although this book is six years old—a long time in web design—I find it an excellent go-to resource. It begins by explaining how people with disabilities use the web, and then expertly explains modern HTML in that context.
“A Web for Everyone—Designing Accessible User Experiences” by Sarah Horton (the Paciello Group’s UX Strategy Lead) and Whitney Quesenbery (the Center for Civic Design’s co-director): This book covers the Web Content Accessibility Guidelines 2.0, the principles of Universal Design, and design thinking. Its personas for Accessible UX and its profiles of well-known industry figures—including some 24ways authors—keep its content practical and relevant throughout.
“Accessibility For Everyone” by Laura Kalbag (Ind.ie’s co-founder and designer, and 24ways author): This book is just over a year old, and so serves as a great resource for up-to-date coverage of guidelines, laws, and accessibility features of operating systems—as well as content, design, coding, and testing. The audiobook, which Laura narrates, can help you and your colleagues go from having little or no understanding of web accessibility, to becoming familiar with all aspects of web accessibility—in less than four hours.
“Just Ask: Integrating Accessibility Throughout Design” by Shawn Lawton Henry (the World Wide Web Consortium (W3C)’s Web Accessibility Initiative (WAI)’s Outreach Coordinator): Although this book is 11½ years old, the way it presents accessibility as part of the User-Centered Design process is timeless. I found its section on Usability Testing with people with disabilities particularly useful. |
2018 |
Alan Dalton |
alandalton |
2018-12-03T00:00:00+00:00 |
https://24ways.org/2018/wcag-for-people-who-havent-read-the-update/ |
ux |
| 262 |
Be the Villain |
Inclusive Design is the practice of making products and services accessible to, and usable by as many people as reasonably possible without the need for specialized accommodations. The practice was popularized by author and User Experience Design Director Kat Holmes. If getting you to discover her work is the only thing this article succeeds in doing then I’ll consider it a success.
As a framework for creating resilient solutions to problems, Inclusive Design is incredible. However, the aimless idealistic aspirations many of its newer practitioners default to can oftentimes run into trouble. Without outlining concrete, actionable outcomes that are then vetted by the people you intend to serve, there is the potential to do more harm than good.
When designing, you take a user flow and make sure it can’t be broken. Ensuring that if something is removed, it can be restored. Or that something editable can also be updated at a later date—you know, that kind of thing. What we want to do is avoid surprises. Much like a water slide with a section of pipe missing, a broken flow forcibly ejects a user, to great surprise and frustration. Interactions within a user flow also have to be small enough to be self-contained, so as to avoid creating a none pizza with left beef scenario.
Lately, I’ve been thinking about how to expand on this practice. Watertight user flows make for a great immediate experience, but it’s all too easy to miss the forest for the trees when you’re a product designer focused on cranking out features.
What I’m concerned about is while to trying to envision how a user flow could be broken, you also think about how it could be subverted. In addition to preventing the removal of a section of water slide, you also keep someone from mugging the user when they shoot out the end.
If you pay attention, you’ll start to notice this subversion with increasing frequency:
Domestic abusers using internet-controlled devices to spy on and control their partner.
Zealots tanking a business’ rating on Google because its owners spoke out against unchecked gun violence.
Forcing people to choose between TV or stalking because the messaging center portion of a cable provider’s entertainment package lacks muting or blocking features.
White supremacists tricking celebrities into endorsing anti-Semitic conspiracy theories.
Facebook repeatedly allowing housing, credit, and employment advertisers to discriminate against users by their race, ability, and religion.
White supremacists also using a video game chat service as a recruiting tool.
The unchecked harassment of minors on Instagram.
Swatting.
If I were to guess why we haven’t heard more about this problem, I’d say that optimistically, people have settled out of court. Pessimistically, it’s most likely because we ignore, dismiss, downplay, and suppress those who try to bring it to our attention.
Subverted design isn’t the practice of employing Dark Patterns to achieve your business goals. If you are not familiar with the term, Dark Patterns are the use of cheap user interface tricks and psychological manipulation to get users to act against their own best interests. User Experience consultant Chris Nodder wrote Evil By Design, a fantastic book that unpacks how to detect and think about them, if you’re interested in this kind of thing
Subverted design also isn’t beholden design, or simple lack of attention. This phenomenon isn’t even necessarily premeditated. I think it arises from naïve (or willfully ignorant) design decisions being executed at a historically unprecedented pace and scale. These decisions are then preyed on by the shrewd and opportunistic, used to control and inflict harm on the undeserving. Have system, will game.
This is worth discussing. As the field of design continues to industrialize empathy, it also continues to ignore the very established practice of threat modeling. Most times, framing user experience in terms of how to best funnel people into a service comes with an implicit agreement that the larger system that necessitates the service is worth supporting.
To achieve success in the eyes of their superiors, designers may turn to emotional empathy exercises. By projecting themselves into the perceived surface-level experiences of others, they play-act at understanding how to nudge their targeted demographics into a conversion funnel. This roleplaying exercise has the effect of scoping concerns to the immediate, while simultaneously reinforcing the idea of engagement at all cost within the identified demographic.
The thing is, pure engagement leaves the door wide open for bad actors. Even within the scope of a limited population, the assumption that everyone entering into the funnel is acting with good intentions is a poor one. Security researchers, network administrators, and other professionals who practice threat modeling understand that the opposite is true. By preventing everyone save for well-intentioned users from operating a system within the parameters you set for them, you intentionally limit the scope of abuse that can be enacted.
Don’t get me wrong: being able to escort as many users as you can to the happy path is a foundational skill. But we should also be having uncomfortable conversations about why something unthinkable may in fact not be.
They’re not going to be fun conversations. It’s not going to be easy convincing others that these aren’t paranoid delusions best tucked out of sight in the darkest, dustiest corner of the backlog. Realistically, talking about it may even harm your career.
But consider the alternative. The controlled environment of the hypothetical allows us to explore these issues without propagating harm. Better to be viewed as the office’s resident villain than to have to live with something like this:
If the past few years have taught us anything, it’s that the choices we make—or avoid making—have consequences. Design has been doing a lot of growing up as of late, including waking up to the idea that technology isn’t neutral.
You’re going to have to start thinking the way a monster does—if you can imagine it, chances are someone else can as well. To get into this kind of mindset, inverting the Inclusive Design Principles is a good place to start:
Providing a comparable experience becomes forcing a single path.
Considering situation becomes ignoring circumstance.
Being consistent becomes acting capriciously.
Giving control becomes removing autonomy.
Offering choice becomes limiting options.
Prioritizing content becomes obfuscating purpose.
Adding value becomes filling with gibberish.
Combined, these inverted principles start to paint a picture of something we’re all familiar with: a half-baked, unscrupulous service that will jump at the chance to take advantage of you. This environment is also a perfect breeding ground for spawning bad actors.
These kinds of services limit you in the ways you can interact with them. They kick you out or lock you in if you don’t meet their unnamed criteria. They force you to parse layout, prices, and policies that change without notification or justification. Their controls operate in ways that are unexpected and may shift throughout the experience. Their terms are dictated to you, gaslighting you to extract profit. Heaps of jargon and flashy, unnecessary features are showered on you to distract from larger structural and conceptual flaws.
So, how else can we go about preventing subverted design? Marli Mesibov, Content Strategist and Managing Editor of UX Booth, wrote a brilliant article about how to use Dark Patterns for good—perhaps the most important takeaway being admitting you have a problem in the first place.
Another exercise is asking the question, “What is the evil version of this feature?” Ask it during the ideation phase. Ask it as part of acceptance criteria. Heck, ask it over lunch. I honestly don’t care when, so long as the question is actually raised.
In keeping with the spirit of this article, we can also expand on this line of thinking. Author, scientist, feminist, and pacifist Ursula Franklin urges us to ask, “Whose benefits? Whose risks?” instead of “What benefits? What risks?” in her talk, When the Seven Deadly Sins Became the Seven Cardinal Virtues. Inspired by the talk, Ethan Marcotte discusses how this relates to the web platform in his powerful post, Seven into seven.
Few things in this world are intrinsically altruistic or good—it’s just the nature of the beast. However, that doesn’t mean we have to stand idly by when harm is created. If we can add terms like “anti-pattern” to our professional vocabulary, we can certainly also incorporate phrases like “abuser flow.”
Design finally got a seat at the table. We should use this newfound privilege wisely. Listen to women. Listen to minorities, listen to immigrants, the unhoused, the less economically advantaged, and the less technologically-literate. Listen to the underrepresented and the underprivileged.
Subverted design is a huge problem, likely one that will never completely go away. However, the more of us who put the hard work into being the villain, the more we can lessen the scope of its impact. |
2018 |
Eric Bailey |
ericbailey |
2018-12-06T00:00:00+00:00 |
https://24ways.org/2018/be-the-villain/ |
ux |
| 267 |
Taming Complexity |
I’m going to step into my UX trousers for this one. I wouldn’t usually wear them in public, but it’s Christmas, so there’s nothing wrong with looking silly.
Anyway, to business. Wherever I roam, I hear the familiar call for simplicity and the denouncement of complexity. I read often that the simpler something is, the more usable it will be. We understand that simple is hard to achieve, but we push for it nonetheless, convinced it will make what we build easier to use. Simple is better, right?
Well, I’ll try to explore that. Much of what follows will not be revelatory to some but, like all good lessons, I think this serves as a welcome reminder that as we live in a complex world it’s OK to sometimes reflect that complexity in the products we build.
Myths and legends
Less is more, we’ve been told, ever since master of poetic verse Robert Browning used the phrase in 1855. Well, I’ve conducted some research, and it appears he knew nothing of web design. Neither did modernist architect Ludwig Mies van der Rohe, a later pedlar of this worthy yet contradictory notion. Broad is narrow. Tall is short. Eggs are chips. See: anyone can come up with this stuff.
To paraphrase Einstein, simple doesn’t have to be simpler. In other words, simple doesn’t dictate that we remove the complexity. Complex doesn’t have to be confusing; it can be beautiful and elegant. On the web, complex can be necessary and powerful. A website that simplifies the lives of its users by offering them everything they need in one site or screen is powerful. For some, the greater the density of information, the more useful the site.
In our decision-making process, principles such as Occam’s razor’s_razor (in a nutshell: simple is better than complex) are useful, but simple is for the user to determine through their initial impression and subsequent engagement. What appears simple to me or you might appear very complex to someone else, based on their own mental model or needs. We can aim to deliver simple, but they’ll be the judge.
As a designer, developer, content alchemist, user experience discombobulator, or whatever you call yourself, you’re often wrestling with a wealth of material, a huge number of features, and numerous objectives. In many cases, much of that stuff is extraneous, and goes in the dustbin. However, it can be just as likely that there’s a truckload of suggested features and content because it all needs to be there. Don’t be afraid of that weight.
In the right hands, less can indeed mean more, but it’s just as likely that less can very often lead to, well… less.
Complexity is powerful
Simple is the ability to offer a powerful experience without overwhelming the audience or inducing information anxiety. Giving them everything they need, without having them ferret off all over a site to get things done, is important.
It’s useful to ask throughout a site’s lifespan, “does the user have everything they need?” It’s so easy to let our designer egos get in the way and chop stuff out, reduce down to only the things we want to see. That benefits us in the short term, but compromises the audience long-term.
The trick is not to be afraid of complexity in itself, but to avoid creating the perception of complexity. Give a user a flight simulator and they’ll crash the plane or jump out. Give them everything they need and more, but make it feel simple, and you’re building a relationship, empowering people.
This can be achieved carefully with what some call gradual engagement, and often the sensible thing might be to unleash complexity in carefully orchestrated phases, initially setting manageable levels of engagement and interaction, gradually increasing the inherent power of the product and fostering an empowered community.
The design aesthetic
Here’s a familiar scenario: the client or project lead gets overexcited and skips most of the important decision-making, instead barrelling straight into a bout of creative direction Tourette’s. Visually, the design needs to be minimal, white, crisp, full of white space, have big buttons, and quite likely be “clean”. Of course, we all like our websites to be clean as that’s more hygienic.
But what do these words even mean, really? Early in a project they’re abstract distractions, unnecessary constraints. This premature narrowing forces us to think much more about throwing stuff out rather than acknowledging that what we’re building is complex, and many of the components perhaps necessary.
Simple is not a formula. It cannot be achieved just by using a white background, by throwing things away, or by breathing a bellowsful of air in between every element and having it all float around in space. Simple is not a design treatment. Simple is hard. Simple requires deep investigation, a thorough understanding of every aspect of a project, in line with the needs and expectations of the audience.
Recognizing this helps us empathize a little more with those most vocal of UX practitioners. They usually appreciate that our successes depend on a thorough understanding of the user’s mental models and expected outcomes. I personally still consider UX people to be web designers like the rest of us (mainly to wind them up), but they’re web designers that design every decision, and by putting the user experience at the heart of their process, they have a greater chance of finding simplicity in complexity. The visual design aesthetic — the façade — is only a part of that.
Divide and conquer
I’m currently working on an app that’s complex in architecture, and complex in ambition. We’ll be releasing in carefully orchestrated private phases, gradually introducing more complexity in line with the unavoidably complex nature of the objective, but my job is to design the whole, the complete system as it will be when it’s out of beta and beyond.
I’ve noticed that I’m not throwing much out; most of it needs to be there. Therefore, my responsibility is to consider interesting and appropriate methods of navigation and bring everything together logically.
I’m using things like smart defaults, graphical timelines and colour keys to make sense of the complexity, techniques that are sympathetic to the content. They act as familiar points of navigation and reference, yet are malleable enough to change subtly to remain relevant to the information they connect. It’s really OK to have a lot of stuff, so long as we make each component work smartly.
It’s a divide and conquer approach. By finding simplicity and logic in each content bucket, I’ve made more sense of the whole, allowing me to create key layouts where most of the simplified buckets are collated and sometimes combined, providing everything the user needs and expects in the appropriate places.
I’m also making sure I don’t reduce the app’s power. I need to reflect the scale of opportunity, and provide access to or knowledge of the more advanced tools and features for everyone: a window into what they can do and how they can help. I know it’s the minority who will be actively building the content, but the power is in providing those opportunities for all.
Much of this will be familiar to the responsible practitioners who build websites for government, local authorities, utility companies, newspapers, magazines, banking, and we-sell-everything-ever-made online shops. Across the web, there are sites and tools that thrive on complexity.
Alas, the majority of such sites have done little to make navigation intuitive, or empower audiences. Where we can make a difference is by striving to make our UIs feel simple, look wonderful, not intimidating — even if they’re mind-meltingly complex behind that façade.
Embrace, empathize and tame
So, there are loads of ways to exploit complexity, and make it seem simple. I’ve hinted at some methods above, and we’ve already looked at gradual engagement as a way to make sense of complexity, so that’s a big thumbs-up for a release cycle that increases audience power.
Prior to each and every release, it’s also useful to rest on the finished thing for a while and use it yourself, even if you’re itching to release. ‘Ready’ often isn’t, and ‘finished’ never is, and the more time you spend browsing around the sites you build, the more you learn what to question, where to add, or subtract. It’s definitely worth building in some contingency time for sitting on your work, so to speak.
One thing I always do is squint at my layouts. By squinting, I get a sort of abstract idea of the overall composition, and general feel for the thing. It makes my face look stupid, but helps me see how various buckets fit together, and how simple or complex the site feels overall.
I mentioned the need to put our design egos to one side and not throw out anything useful, and I think that’s vital. I’m a big believer in economy, reduction, and removing the extraneous, but I’m usually referring to decoration, bells and whistles, and fluff. I wouldn’t ever advocate the complete removal of powerful content from a project roadmap.
Above all, don’t fear complexity. Embrace and tame it. Work hard to empathize with audience needs, and you can create elegant, playful, risky, surprising, emotive, delightful, and ultimately simple things. |
2011 |
Simon Collison |
simoncollison |
2011-12-21T00:00:00+00:00 |
https://24ways.org/2011/taming-complexity/ |
ux |
| 269 |
Adaptive Images for Responsive Designs… Again |
When I was asked to write an article for 24 ways I jumped at the chance, as I’d been wanting to write about some fun hacks for responsive images and related parsing behaviours. My heart sank a little when Matt Wilcox beat me to the subject, but it floated back up when I realized I disagreed with his method and still had something to write about.
So, Matt Wilcox, if that is your real name (and I’m pretty sure it is), I disagree. I see your dirty server-based hack and raise you an even dirtier client-side hack. Evil laugh, etc., etc.
You guys can stomach yet another article about responsive design, right? Right?
Half the room gets up to leave
Whoa, whoa… OK, I’ll cut to the chase…
TL;DR
In a previous episode, we were introduced to Debbie and her responsive cat poetry page. Well, now she’s added some reviews of cat videos and some images of cats. Check out her new page and have a play around with the browser window. At smaller widths, the images change and the design responds. The benefits of this method are:
it’s entirely client-side
images are still shown to users without JavaScript
your media queries stay in your CSS file
no repetition of image URLs
no extra downloads per image
it’s fast enough to work on resize
it’s pure filth
What’s wrong with the server-side solution?
Responsive design is a client-side issue; involving the server creates a boatload of problems.
It sets a cookie at the top of the page which is read in subsequent requests. However, the cookie is not guaranteed to be set in time for requests on the same page, so the server may see an old value or no value at all.
Serving images via server scripts is much slower than plain old static hosting.
The URL can only cache with vary: cookie, so the cache breaks when the cookie changes, even if the change is unrelated. Also, far-future caching is out for devices that can change width.
It depends on detecting screen width, which is rather messy on mobile devices.
Responding to things other than screen width (such as DPI) means packing more information into the cookie, and a more complicated script at the top of each page.
So, why isn’t this straightforward on the client?
Client-side solutions to the problem involve JavaScript testing user agent properties (such as screen width), looping through some images and setting their URLs accordingly. However, by the time JavaScript has sprung into action, the original image source has already started downloading. If you change the source of an image via JavaScript, you’re setting off yet another request.
Images are downloaded as soon as their DOM node is created. They don’t need to be visible, they don’t need to be in the document.
new Image().src = url
The above will start an HTTP request for url. This is a handy trick for quick requests and preloading, but also shows the browser’s eagerness to download images.
Here’s an example of that in action. Check out the network tab in Web Inspector (other non-WebKit development aids are available) to see the image requests.
Because of this, some client-side solutions look like this:
<img src="t.gif" data-src="real-image.jpg" data-bigger-src="real-bigger-image.jpg">
where t.gif is a 1×1px tiny transparent GIF.
This results in no images if JavaScript isn’t available. Dealing with the absence of JavaScript is still important, even on mobile. I was recently asked to make a website work on an old Blackberry 9000. I was able to get most of the way there by preventing that OS parsing any JavaScript, and that was only possible because the site didn’t depend on it.
We need to delay loading images for JavaScript users, but ensure they load for users without JavaScript. How can we conditionally parse markup depending on JavaScript support?
Oh yeah! <noscript>!
<noscript>
<img src="image.jpg">
</noscript>
Whoa! First spacer GIFs and now <noscript>? This really is the future! The image above will only load for users without JavaScript support. Now all we need to do is send JavaScript in there to get the textContent of the <noscript> element, then we can alter the image source before handing it to the DOM for parsing.
Here’s an example of that working … unless you’re using Internet Explorer.
Internet Explorer doesn’t retain the content of <noscript> elements. As soon as it’s parsed, it considers it an empty element. FANKS INTERNET EXPLORER. This is why some solutions do this:
<noscript data-src="image.jpg">
<img src="image.jpg">
</noscript>
so JavaScript can still get at the URL via the data-src attribute. However, repeating stuff isn’t great. Surely we can do better than that.
A dirty, dirty hack
Thankfully, I managed to come up with a solution, and by me, I mean someone cleverer than me. Pornel’s solution uses <noscript>, but surely we don’t need that.
Now, before we look at this, I can’t stress how dirty it is. It’s so dirty that if you’ve seen it, schools will refuse to employ you.
<script>document.write('<' + '!--')</script>
<img src="image.jpg">
<!---->
Phwoar! Dirty, isn’t it? I’ll stop for a moment, so you can go have a wash.
Done? Excellent.
With this, the image is wrapped in a comment only for users with JavaScript. Without JavaScript, we get the image. Unlike the <noscript> example above, we can get the text content of the comment pretty easily.
Hurrah! But wait… Some browsers are sometimes downloading the image, even with JavaScript enabled. Notably Firefox. Huh?
Images are downloaded in comments now? What?
No. What we’re seeing here is the effect of speculative parsing. Here’s what’s happening:
While the browser is parsing the script, it parses the rest of the document. This is usually a good thing, as it can download subsequent images and scripts without waiting for the script to complete. The problem here is we create an unbalanced tree.
An unbalanced tree, yesterday.
In this case, the browser must throw away its speculative parsing and reparse from the end of the <script> element, taking our document.write into consideration. Unfortunately, by this stage it may have already discovered the image and sent an HTTP request for it.
A dirty, dirty hack… that works
Pornel was right: we still need the <noscript> element to cater for browsers with speculative parsing.
<script>document.write('<' + '!--')</script><noscript>
<img src="image.jpg">
</noscript -->
And there we have it. We can now prevent images loading for users with JavaScript, but we can still get at the markup.
We’re still creating an unbalanced tree and there’s a performance impact in that. However, the parser won’t have got far by the time our script executes, so the impact is small. Unbalanced trees are more of a concern for external scripts; a lot of parsing can happen by the time the script has downloaded and parsed.
Using dirtiness to create responsive images
Now all we need to do is give each of our dirty scripts a class name, then JavaScript can pick them up, grab the markup from the comment and decide what to do with the images.
This technique isn’t exclusively useful for responsive images. It could also be used to delay images loading until they’ve scrolled into view. But to do that you’ll need a bulletproof way of detecting when elements are in view. This involves getting the height of the viewport, which is extremely unreliable on mobile devices.
Here’s a hastily thrown together example showing how it can be used for responsive images.
I adjust the end of the image URLs conditionally depending on the result of media queries. This is done on page load, and on resize.
I’m using regular expressions to alter the URLs. Using regex to deal with HTML is usually a sign of insanity, but parsing it with the browser’s DOM parser would trigger the download of images before we change the URLs. My implementation currently requires double-quoted image URLs, because I’m lazy. Wanna fight about it?
Media querying via JavaScript
Jeremy Keith used document.documentElement.clientWidth in his example, which is great as a proof of concept, but unfortunately is rather unreliable across mobile devices.
Thankfully, standards are coming to the rescue with window.matchMedia, which lets us provide a media query string and get a boolean result. There’s even a great polyfill for browsers that don’t support it (as long as they support media queries in CSS).
I didn’t go with that for three reasons:
I’d like to keep media queries in the CSS file, if possible.
I wanted something a little lighter to keep things speedy while resizing.
It’s just not dirty enough yet.
To make things ultra-dirty, I add a test element to the page with a specific class, let’s say media-test. Then, I control the width of it using media queries in my CSS file:
@media all and (min-width: 640px) {
.media-test {
width: 1px;
}
}
@media all and (min-width: 926px) {
.media-test {
width: 2px;
}
}
The JavaScript part changes the URL suffix depending on the width of media-test. I’m using a min-width media query, but you can use others such as pixel-ratio to detect high DPI displays. Basically, it’s a hacky way for CSS to set a value that can be picked up by JavaScript. It means the bit that signals changes to the images sits with the rest of the responsive code, without duplication.
Also, phwoar, dirty!
The API
I threw a script together to demonstrate the technique. I’m not particularly attached to it, I’m not even sure I like it, but here’s the API:
responsiveGallery({
// Class name of dirty script element(s) to target
scriptClass: 'dirty-gallery-script',
// Class name for our test element
testClass: 'dirty-gallery-test',
// The initial suffix of URLs, the bit that changes.
initialSuffix: '-mobile.jpg',
// A map of suffixes, for each width of 'dirty-gallery-test'
suffixes: {
'1': '-desktop.jpg',
'2': '-large-desktop.jpg',
'3': '-mobile-retina.jpg'
}
});
The API can cover individual images or multiple galleries at once. In the example I gave at the start of the article I make two calls to the API, one for both galleries, and one for the single image above the video reviews. They’re separate calls because they respond slightly differently.
The future
Hopefully, we’ll get a proper solution to this soon. My favourite suggestion is the <picture> element that Bruce Lawson covers.
<picture alt="Angry pirate">
<source src="hires.png" media="min-width:800px">
<source src="midres.png" media="min-width:480px">
<source src="lores.png">
<!-- fallback for browsers without support -->
<img src="midres.png" alt="Angry pirate">
</picture>
Unfortunately, we’re nowhere near that yet, and I’d still rather have my media queries stay in CSS. Perhaps the source elements could be skipped if they’re display:none; then they could have class names and be controlled via CSS. Sigh.
Well, I’m tired of writing now and I’m sure you’re tired of reading. I realize what I’ve presented is a yet another dirty hack to the responsive image problem (perhaps the dirtiest?) and may be completely unfeasible in professional situations. But isn’t that the true spirit of Christmas?
No. |
2011 |
Jake Archibald |
jakearchibald |
2011-12-08T00:00:00+00:00 |
https://24ways.org/2011/adaptive-images-for-responsive-designs-again/ |
ux |
| 273 |
There’s No Formula for Great Designs |
Before he combined them with fluid images and CSS3 media queries to coin responsive design, Ethan Marcotte described fluid grids — one of the most enjoyable parts of responsive design. Enjoyable that is, if you like working with math(s). But fluid grids aren’t perfect and, unless we’re careful when applying them, they can sometimes result in a design that feels disconnected.
Recapping fluid grids
If you haven’t read Ethan’s Fluid Grids, now would be a good time to do that. It centres around a simple formula for converting pixel widths to percentages:
(target ÷ context) × 100 = result
How does that work in practice? Well, take that Fireworks or Photoshop comp you’re working on (I call them static design visuals, or just visuals.) Of course, everything on that visual — column divisions, inline images, navigation elements, everything — is measured in pixels. Now:
Pick something in the visual and measure its width. That’s our target.
Take that target measurement and divide it by the width of its parent (context).
Multiply what you’ve got by 100 (shift two decimal places).
What you’re left with is a percentage width to drop into your style sheets.
For example, divide this 300px wide sidebar division by its 948px parent and then multiply by 100: your original 300px is neatly converted to 31.646%.
.content-sub {
width : 31.646%; /* 300px ÷ 948px = .31646 */ }
That formula makes it surprisingly simple for even die-hard fixed width aficionados to convert their visuals to percentage-based, fluid layouts.
It’s a handy formula for those who still design using static visuals, and downright essential for those situations where one person in an organization designs in Fireworks or Photoshop and another develops with CSS. Why?
Well, although I think that designing in a browser makes the best sense — particularly when designing for multiple devices — I’ll wager most designers still make visuals in Fireworks or Photoshop and use them for demonstrations and get feedback and sign-off. That’s OK. If you haven’t made the transition to content-out designing in a browser yet, the fluid grids formula helps you carry on pushing pixels a while longer.
You can carry on moving pixel width measurements from your visuals to your style sheets, too, in the same way you always have. You can be precise to the pixel and even apply a grid image as a CSS background to help you keep everything lined up perfectly.
Once you’re done, and the fixed width layout in the browser matches your visual, loop back through your style sheets and convert those pixels to percentages using the fluid grids formula. With very little extra work, you’ll have a fluid implementation of your fixed width layout.
The fluid grids formula is simple and incredibly effective, but not long after I started working responsively I realized that the formula shouldn’t (always) be a one-fix, set-and-forget calculation. I noticed that unless we compensate for problems it sometimes creates, the result can be a disconnected design.
Staying connected
Good design relies on connectedness, a feeling of natural balance between elements and the grid they’re placed on. Give an element greater prominence or position in a visual hierarchy and you can fundamentally alter the balance and sometimes the meaning of a design.
Different from a browser’s page zooming feature — where images, text and overall layout change size by the same ratio — fluid grids flex a layout in response to a window or device width. Columns expand and contract, and within them fluid media (images and videos) can also change size. This can be one of the most impressive demonstrations of responsive design.
But not every element within a fluid grid can change size along with the window or device width. For example, type size and leading won’t change along with a column’s width.
When columns and elements within them change width, all too easily a visual hierarchy can be broken and along with it the relationship between element sizes and the outer window or viewport. This can happen quickly if you make just one set of fluid grid calculations and use those percentages across every screen width, from smartphones through tablets and up to large desktops.
The answer? Make several sets of fluid grids calculations, each one at a significant window or device width breakpoint. Then apply those new percentages, when needed, to help keep elements in proportion and maintain balance and connectedness. Here’s how I work.
Avoiding disconnection
I’ve never been entirely happy with grid frameworks such as the 960 Grid System, so I start almost every project by creating a custom grid to inform my layout decisions. Here’s a plain version of a grid from a recent project that I’ll use as an illustration.
This project’s grid comprises 84px columns and 24px gutters. This creates an odd number of columns at common tablet and desktop widths, and allows for 300px fixed width assets — useful when I need to fit advertising into a desktop layout’s sidebar.
Showing common advertising sizes (Larger image)
For this project I chose three 320 and Up breakpoints above 320px and, after placing as many columns as would fit those breakpoint widths, I derived three content widths:
Breakpoint
Columns
Content width
768px
7
732px
992px
9
948px
1,382px
13
1,380px
Here’s my grid again, this time with pixel measurements and breakpoints overlaid.
Showing pixel measurements and breakpoints (Larger image)
Now cast your mind back to the fluid grids calculation I made earlier. I divided a 300px element by 948px and arrived at 31.646%. For some elements it’s possible to use that percentage across all screen widths, but others will feel too small in relation to a narrower 768px and too large inside 1,380px.
To help maintain connectedness, I make a set of fluid grids calculations based on each of the content widths I established earlier. Now I can shift an element’s percentage width up or down when I switch to a new breakpoint and content width. For example:
300px is 40.984% of 732px
300px is 31.646% of 948px
300px is 21.739% of 1,380px
I’ll add all those fluid grid percentages to my grid image and save it for quick reference.
Showing percentages at all breakpoints (Larger image)
Then I can apply those different percentage widths to elements at each breakpoint using CSS3 media queries. For example, that sidebar division again:
/* 732px, 7-column width */
@media only screen and (min-width: 768px) {
.content-sub {
width : 40.983%; /* 300px ÷ 732px = .40983 */ }
}
/* 948px, 9-column width */
@media only screen and (min-width: 992px) {
.content-sub {
width : 31.645%; /* 300px ÷ 948px = .31645 */ }
}
/* 1380px, 13-column width */
@media only screen and (min-width: 1382px) {
.content-sub {
width : 21.739%; /* 300px ÷ 1380px = .21739 */ }
}
The number of changes you make to a layout at different breakpoints will, of course, depend on the specifics of the design you’re working on. Yes, this is additional work, but the result will be a layout that feels better balanced and within which elements remain in harmony with each other while they respond to new screen or device widths.
Putting the design in responsive web design
Until now, many of the conversations around responsive web design have been about aspects of technical implementation, rather than design. I believe we’re only beginning to understand what’s involved in designing responsively. In future, we’ll likely be making design decisions not just about proportions but also about responsive typography. We’ll also need to learn how to adapt our designs to device characteristics such as touch targets and more.
Sometimes we’ll make decisions to improve function, other times because they make a design ‘feel’ right. You’ll know when you’ve made a right decision. You’ll feel it.
After all, there really is no formula for making great designs. |
2011 |
Andy Clarke |
andyclarke |
2011-12-23T00:00:00+00:00 |
https://24ways.org/2011/theres-no-formula-for-great-designs/ |
ux |
| 274 |
Adaptive Images for Responsive Designs |
So you’ve been building some responsive designs and you’ve been working through your checklist of things to do:
You started with the content and designed around it, with mobile in mind first.
You’ve gone liquid and there’s nary a px value in sight; % is your weapon of choice now.
You’ve baked in a few media queries to adapt your layout and tweak your design at different window widths.
You’ve made your images scale to the container width using the fluid Image technique.
You’ve even done the same for your videos using a nifty bit of JavaScript.
You’ve done a good job so pat yourself on the back. But there’s still a problem and it’s as tricky as it is important: image resolutions.
HTML has an <img> problem
CSS is great at adapting a website design to different window sizes – it allows you not only to tweak layout but also to send rescaled versions of the design’s images. And you want to do that because, after all, a smartphone does not need a 1,900-pixel background image1.
HTML is less great. In the same way that you don’t want CSS background images to be larger than required, you don’t want that happening with <img>s either. A smartphone only needs a small image but desktop users need a large one. Unfortunately <img>s can’t adapt like CSS, so what do we do?
Well, you could just use a high resolution image and the fluid image technique would scale it down to fit the viewport; but that’s sending an image five or six times the file size that’s really needed, which makes it slow to download and unpleasant to use. Smartphones are pretty impressive devices – my ancient iPhone 3G is more powerful in every way than my first proper computer – but they’re still terribly slow in comparison to today’s desktop machines. Sending a massive image means it has to be manipulated in memory and redrawn as you scroll. You’ll find phones rapidly run out of RAM and slow to a crawl.
Well, OK. You went mobile first with everything else so why not put in mobile resolution <img>s too? Because even though mobile devices are rapidly gaining share in your analytics stats, they’re still not likely to be the major share of your user base. I don’t think desktop users would be happy with pokey little mobile resolution images, do you? What we need are adaptive images.
Adaptive image techniques
There are a number of possible solutions, each with pros and cons, and it’s not as simple to find a graceful solution as you might expect.
Your first thought might be to use JavaScript to trawl through the markup and rewrite the source attribute. That’ll get you the right end result, but it’ll have done it in a way you absolutely don’t want. That’s because of the way browsers load resources. It starts to load the HTML and builds the page on-the-fly; as soon as it finds an <img> element it immediately asks the server for that image. After the HTML has finished loading, the JavaScript will run, change the src attribute, and then the browser will request that new image too. Not instead of, but as well as. Not good: that’s added more bloat instead of cutting it.
Plain JavaScript is out then, which is a problem, because what other tools do we have to work with as web designers? Let’s ignore that for now and I’ll outline another issue with the concept of serving different resolution images for different window widths: a basic file management problem. To request a different image, that image has to exist on the server. How’s it going to get there? That’s not a trivial problem, especially if you have non-technical users that update content through a CMS. Let’s say you solve that – do you plan on a simple binary switch: big image|little image? Is that really efficient or future-proof? What happens if you have an archive of existing content that needs to behave this way? Can you apply such a solution to existing content or markup?
There’s a detailed round-up of potential techniques for solving the adaptive images problem over at the Cloud Four blog if you fancy a dig around exploring all the options currently available. But I’m here to show you what I think is the most flexible and easy to implement solution, so here we are.
Adaptive Images
Adaptive Images aims to mitigate most of the issues surrounding the problems of bringing the venerable <img> tag into the 21st century. And it works by leaving that tag completely alone – just add that desktop resolution image into the markup as you’ve been doing for years now. We’ll fix it using secret magic techniques and bottled pixie dreams. Well, fine: with one .htaccess file, one small PHP file and one line of JavaScript. But you’re killing the mystique with that kind of talk.
So, what does this solution do?
It allows <img>s to adapt to the same break points you use in your media queries, giving granular control in the same way you get with your CSS.
It installs on your server in five minutes or less and after that is automatic and you don’t need to do anything.
It generates its own rescaled images on the server and doesn’t require markup changes, so you can apply it to existing web content.
If you wish, it will make all of your images go mobile-first (just in case that’s what you want if JavaScript and cookies aren’t available).
Sound good? I hope so. Here’s what you do.
Setting up and rolling out
I’ll assume you have some basic server knowledge along with that wealth of front-end wisdom exploding out of your head: that you know not to overwrite any existing .htaccess file for example, and how to set file permissions on your server. Feeling up to it? Excellent.
Download the latest version of Adaptive Images either from the website or from the GitHub repository.
Upload the included .htaccess and adaptive-images.php files into the root folder of your website.
Create a directory called ai-cache and make sure the server can write to it (CHMOD 755 should do it).
Add the following line of JavaScript into the <head> of your site:
<script>document.cookie='resolution='+Math.max(screen.width,screen.height)+'; path=/‘;</script>
That’s it, unless you want to tweak the default settings. You likely do, but essentially you’re already up and running.
How it works
Adaptive Images does a number of things depending on the scenario the script has to handle, but here’s a basic overview of what it does when you load a page running it:
A session cookie is written with the value of the visitor’s screen size in pixels.
The HTML encounters an <img> tag and sends a request to the server for that image. It also sends the cookie, because that’s how browsers work.
Apache sits on the server and receives the request for the image. Apache then has a look in the .htaccess file to see if there are any special instructions for files in the requested URL.
There are! The .htaccess says “Hey, server! Any request you get for a JPG, GIF or PNG file just send to the adaptive-images.php file instead.”
The PHP file then does some intelligent thinking which can cover a number of scenarios, but I’ll illustrate one path that can happen:
The PHP file looks for the cookie and finds out that the user has a maximum screen width of 480px.
The PHP has a look at the available media query sizes that were configured and decides which one matches the user’s device.
It then has a look inside the /ai-cache/480/ folder to see if a rescaled image already exists there.
We’ll pretend it doesn’t – the PHP then goes to the actual requested URI and finds that the original file does exist.
It has a look to see how wide that image is. If it’s already smaller than the user’s screen width it sends it along and stops there. But, let’s pretend the image is 1,000px wide.
The PHP then resizes the image and saves it into the /ai-cache/480 folder ready for the next time someone needs it.
It also does a few other things when needs arise, for example:
It sends images with a cache header field that tells proxies not to cache the image, while telling browsers they should. This avoids problems with proxy servers and network caching systems grabbing the wrong image and storing it.
It handles cases where there isn’t a cookie set, and you can choose whether to then send the mobile version or the largest configured media query size.
It compares timestamps between the source image and the generated cache image – to ensure that if the source image gets updated, the old cached file won’t be sent.
Customizing
There are a few options you can customize if you don’t like the default values. By looking in the PHP’s configuration section at the top of the file, you can:
Set the resolution breakpoints to match your media query break points.
Change the name and location of the ai-cache folder.
Change the quality level any generated JPG images are saved at.
Have it perform a subtle sharpen on rescaled images to help keep detail.
Toggle whether you want it to compare the files in the cache folder with the source ones or not.
Set how long the browser should cache the images for.
Switch between a mobile-first or desktop-first approach when a cookie isn’t found.
More importantly, you probably want to omit a few folders from the AI behaviour. You don’t need or want it resizing the images you’re using in your CSS, for example. That’s fine – just open up the .htaccess file and follow the instructions to list any directories you want AI to ignore. Or, if you’re a dab hand at RewriteRules you can remove the exclamation mark at the start of the rule and it’ll only apply AI behaviour to a given list of folders.
Caveats
As I mentioned, I think this is one of the most flexible, future-proof, retrofittable and easy to use solutions available today. But, there are problems with this approach as there are with all of the ones I’ve seen so far.
This is a PHP solution
I wish I was smarter and knew some fancy modern languages the cool kids discuss at parties, but I don’t. So, you need PHP on your server. That said, Adaptive Images has a Creative Commons licence2 and I would welcome anyone to contribute a port of the code3.
Content delivery networks
Adaptive Images relies on the server being able to: intercept requests for images; do some logic; and send one of a given number of responses. Content delivery networks are generally dumb caches, and they won’t allow that to happen. Adaptive Images will not work if you’re using a CDN to deliver your website.
A minor but interesting cookie issue.
As Yoav Weiss pointed out in his article Preloaders, cookies and race conditions, there is no way to guarantee that a cookie will be set before images are requested – even though the JavaScript that sets the cookie is loaded by the browser before it finds any <img> tags. That could mean images being requested without a cookie being available. Adaptive Images has a two-fold mechanism to avoid this being a problem:
The $mobile_first toggle allows you to choose what to send to a browser if a cookie isn’t set. If FALSE then it will send the highest configured resolution; if TRUE it will send the lowest.
Even if set to TRUE, Adaptive Images checks the User Agent String. If it discovers the user is on a desktop environment, it will override $mobile_first and set it to FALSE.
This means that if $mobile_first is set to TRUE and the user was unlucky (their browser didn’t write the cookie fast enough), mobile devices will be supplied with the smallest image, and desktop devices will get the largest.
The best way to get a cookie written is to use JavaScript as I’ve explained above, because it’s the fastest way. However, for those that want it, there is a JavaScript-free method which uses CSS and a bogus PHP ‘image’ to set the cookie. A word of caution: because it requests an external file, this method is slower than the JavaScript one, and it is very likely that the cookie won’t be set until after images have been requested.
The future
For today, this is a pretty good solution. It works, and as it doesn’t interfere with your markup or source material in any way, the process is non-destructive. If a future solution is superior, you can just remove the Adaptive Images files and you’re good to go – you’d never know AI had been there.
However, this isn’t really a long-term solution, not least because of the intermittent problem of the cookie and image request race condition. What we really need are a number of standardized ways to handle this in the future.
First, we could do with browsers sending far more information about the user’s environment along with each HTTP request (device size, connection speed, pixel density, etc.), because the way things work now is no longer fit for purpose. The web now is a much broader entity used on far more diverse devices than when these technologies were dreamed up, and we absolutely require the server to have better knowledge about device capabilities than is currently possible. Relying on cookies to do this job doesn’t cut it, and the User Agent String is a complete mess incapable of fulfilling the various purposes we are forced to hijack it for.
Secondly, we need a W3C-backed markup level solution to supply semantically different content at different resolutions, not just rescaled versions of the same content as Adaptive Images does.
I hope you’ve found this interesting and will find Adaptive Images useful.
Footnotes
1 While I’m talking about preventing smartphones from downloading resources they don’t need: you should be careful of your media query construction if you want to stop WebKit downloading all the images in all of the CSS files.
2 Adaptive Images has a very broad Creative Commons licence and I warmly welcome feedback and community contributions via the GitHub repository.
3 There is a ColdFusion port of an older version of Adaptive Images. I do not have anything to do with ported versions of Adaptive Images. |
2011 |
Matt Wilcox |
mattwilcox |
2011-12-04T00:00:00+00:00 |
https://24ways.org/2011/adaptive-images-for-responsive-designs/ |
ux |
| 278 |
Going Both Ways |
It’s that time of the year again: Santa is getting ready to travel the world. Up until now, girls and boys from all over have sent in letters asking for what they want. I hope that Santa and his elves have—unlike me—learned more than just English.
On the Internet, those girls and boys want to participate in sharing their stories and videos of opening presents and of being with friends and family. Ah, yes, the wonders of user generated content. But more than that, people also want to be able to use sites in the language they know.
While you and I might expect the text to read from left to right, not all languages do. Some go from right to left, such as Arabic and Hebrew. (Some also go from top to bottom, but for now, let’s just worry about those first two directions!)
If we were building a site for girls and boys to send their letters to Santa, we need to consider having the interface in the language and direction that they prefer. On the elves’ side, they may be viewing the site in one direction but reading the user generated content in the other direction. We need to build a site that supports bidirectional (or bidi) text.
Let’s take a look at some things to be aware of when it comes to building bidi interfaces.
Setting the direction of the interface
Right off the bat, we need to tell the browser what direction the text should be going in. To do this, we add the dir attribute to an HTML element and set it to either LTR (for left to right) or RTL (for right to left).
<body dir="rtl">
You can add the dir attribute to any element and it will set or change the direction for the content within that element.
<body dir="ltr">
Here is English Content.
<div dir="rtl">الموضوع</div>
</body>
You can also set the direction via CSS.
.rtl {
direction: rtl;
}
It’s generally recommended that you don’t use CSS to set the direction of the text. Text direction is an important part of the content that should be retained even in environments where the CSS may not be available or fails to load.
How things change with the direction attribute
Just adding the dir attribute tells the browser to render the content within it differently.
The text aligns to the right of the page and, interestingly, punctuation appears at the left of the sentence. (We’ll get to that in a little bit.)
Scrollbars in most browsers will appear on the left instead of the right. Webkit is the notable exception here which always shows the scrollbar on the right, no matter what the text direction is. Avoid having a design that has an expectation that the scrollbar will be in a specific place (and a specific size).
Changing the order of text mid-way
As we saw in that previous example, the punctuation appeared at the beginning of the sentence instead of the end, even though the text was English. At Yahoo!, we have an interesting dilemma where the company name has punctuation in it. Therefore, when the name appears in the middle of (for example) Arabic text, the exclamation mark appears at the beginning of the word instead of the end.
There are two ways in which this problem can be solved:
1. Use HTML around the left-to-right content, or
To solve the problem of the Yahoo! name in the midst of Arabic text, we can wrap a span around it and change the direction on that element.
2. Use a text direction mark in the content.
Unicode has two marks, U+200E and U+200F, that tell the browser that the text is in a particular direction. Placing this right after the punctuation will correct the placement.
Using the HTML entity:
Yahoo!
Tables
Thankfully, the cells of a data table also get reordered from right to left. Equally as nice, if you’re using display:table, the content will still get reordered.
CSS
So far, we’ve seen that the dir attribute does a pretty decent job of getting content flowing in the direction that we need it. Unfortunately, there are huge swaths of design that is handled by CSS that the handy dir attribute has zero effect over.
Many properties, like float or absolute positioning with left and right values, are unaffected and must be handled manually. Elements that were floated left must now by floated right. Left margins and paddings must now move to the right and the right margins and paddings must now move to the left.
Since the browser won’t handle this for us, we have a couple approaches that we can use:
CSS Only
We can take advantage of the attribute selector to target CSS to apply in one direction or another.
[dir=ltr] .module {
float: left;
margin: 0 0 0 20px;
}
[dir=rtl] .module {
float: right;
margin: 0 20px 0 0;
}
As you can see from this example, both of the properties have been modified for the flipped interface. If your interface is rather complicated, you will have to create a lot of duplicate rules to have the site looking good in both directions while serving up a single stylesheet.
CSSJanus
Google has a tool called CSSJanus. It’s a Python script that runs over the LTR versions of your CSS files and generates RTL versions. For the RTL version of the site, just serve up those CSS files instead of the LTR versions.
The script looks for keywords and value combinations and automatically swaps them so you don’t have to.
At Yahoo!, CSSJanus was a huge help in speeding up our development of a bidi interface. We’ve also made a number of improvements to the script to better handle border radius, background positioning, and gradients. We will be pushing those changes back into the CSSJanus project.
Background Images
Background images, especially for things like CSS sprites, also raise an interesting dilemma. Background images are positioned relative to the left of the element. In a flipped interface, however, we need to position it relative to the right. An icon that would be to the left of some text will now need to appear on the right.
If the x position of the background is percentage-based, then it’s fairly easy to swap the values. 0 becomes 100%, 10% becomes 90% and so on. If the x position is pixel-based, then we’re in a bit of a pickle. There’s no way to say that the image should be a certain number of pixels from the right.
Therefore, you’ll need to ensure that any background image that needs to be swapped should be percentage-based. (99.9% of the the time, the background position will need to be 0 so that it can be changed to 100% for RTL.)
If you’re taking an existing implementation, background positioning will likely be the biggest hurdle you’ll have to overcome in swapping your interface around. If you make sure your x position is always percentage-based from the beginning, you’ll have a much smoother process ahead of you!
Flipping Images
This is a more subtle point and one where you’ll really want an expert with the region to weigh in on. In RTL interfaces, users may expect certain icons to also be flipped. Pencil icons that skew to the right in LTR interfaces might need to be swapped to skew to the left, instead. Chat bubbles that come from the left will need to come from the right.
The easiest way to handle this is to create new images. Name the LTR versions with -ltr in the name and name the RTL versions with -rtl in the name. CSSJanus will automatically rename all file references from -ltr to -rtl.
The Future
Thankfully, those within the W3C recognize that CSS should be more agnostic. As a result, they’ve begun introducing new properties that allow the browser to manage the swapping from left to right for us.
The CSS3 specification for backgrounds allows for the background-position to be relative to other corners other than the top left by specifying keywords before each position.
This will position the background 5px from the bottom right of the element.
background-position: right 5px bottom 5px;
Opera 11.60 is currently the only browser that supports this syntax.
For margin and padding, we have margin-start and margin-end. In LTR interfaces, margin-start would be the same as margin-left and in RTL interfaces, margin-start would be the same as margin-right.
Firefox and Webkit support these but with vendor prefixes right now:
-webkit-margin-start: 20px;
-moz-margin-start: 20px;
In the CSS3 Images working draft specification, there’s an image() property that allows us to specify image fallbacks and whether those fallbacks are for LTR or RTL interfaces.
background: image('sprite.png' ltr, 'sprite-rtl.png' rtl);
Unfortunately, no browser supports this yet but it’s nice to be able to dream of how much easier this will be in the future!
Ho Ho Ho
Hopefully, after all of this, you’re full of cheer knowing that you’re well on your way to creating interfaces that can go both ways! |
2011 |
Jonathan Snook |
jonathansnook |
2011-12-19T00:00:00+00:00 |
https://24ways.org/2011/going-both-ways/ |
ux |
| 280 |
Conditional Loading for Responsive Designs |
On the eighteenth day of last year’s 24 ways, Paul Hammond wrote a great article called Speed Up Your Site with Delayed Content. He outlined a technique for loading some content — like profile avatars — after the initial page load. This gives you a nice performance boost.
There’s another situation where this kind of delayed loading could be really handy: mobile-first responsive design.
Responsive design combines three techniques:
a fluid grid
flexible images
media queries
At first, responsive design was applied to existing desktop-centric websites to allow the layout to adapt to smaller screen sizes. But more recently it has been combined with another innovative approach called mobile first.
Rather then starting with the big, bloated desktop site and then scaling down for smaller devices, it makes more sense to start with the constraints of the small screen and then scale up for larger viewports. Using this approach, your layout grid, your large images and your media queries are applied on top of the pre-existing small-screen design. It’s taking progressive enhancement to the next level.
One of the great advantages of the mobile-first approach is that it forces you to really focus on the core content of your page. It might be more accurate to think of this as a content-first approach. You don’t have the luxury of sidebars or multiple columns to fill up with content that’s just nice to have rather than essential.
But what happens when you apply your media queries for larger viewports and you do have sidebars and multiple columns? Well, you can load in that nice-to-have content using the same kind of Ajax functionality that Paul described in his article last year. The difference is that you first run a quick test to see if the viewport is wide enough to accommodate the subsidiary content. This is conditional delayed loading.
Consider this situation: I’ve published an article about cats and I’d like to include relevant cat-related news items in the sidebar …but only if there’s enough room on the screen for a sidebar.
I’m going to use Google’s News API to return the search results. This is the ideal time to use delayed loading: I don’t want a third-party service slowing down the rendering of my page so I’m going to fire off the request after my document has loaded.
Here’s an example of the kind of Ajax function that I would write:
var searchNews = function(searchterm) {
var elem = document.createElement('script');
elem.src = 'http://ajax.googleapis.com/ajax/services/search/news?v=1.0&q='+searchterm+'&callback=displayNews';
document.getElementsByTagName('head')[0].appendChild(elem);
};
I’ve provided a callback function called displayNews that takes the JSON result of that Ajax request and adds it an element on the page with the ID newsresults:
var displayNews = function(news) {
var html = '',
items = news.responseData.results,
total = items.length;
if (total>0) {
for (var i=0; i<total; i++) {
var item = items[i];
html+= '<article>';
html+= '<a href="'+item.unescapedUrl+'">';
html+= '<h3>'+item.titleNoFormatting+'</h3>';
html+= '</a>';
html+= '<p>';
html+= item.content;
html+= '</p>';
html+= '</article>';
}
document.getElementById('newsresults').innerHTML = html;
}
};
Now, I can call that function at the bottom of my document:
<script>
searchNews('cats');
</script>
If I only want to run that search when there’s room for a sidebar, I can wrap it in an if statement:
<script>
if (document.documentElement.clientWidth > 640) {
searchNews('cats');
}
</script>
If the browser is wider than 640 pixels, that will fire off a search for news stories about cats and put the results into the newsresults element in my markup:
<div id="newsresults">
<!-- search results go here -->
</div>
This works pretty well but I’m making an assumption that people with small-screen devices wouldn’t be interested in seeing that nice-to-have content. You know what they say about assumptions: they make an ass out of you and umptions. I should really try to give everyone at least the option to get to that extra content:
<div id="newsresults">
<a href="http://www.google.com/search?q=cats&tbm=nws">Search Google News</a>
</div>
See the result
Visitors with small-screen devices will see that link to the search results; visitors with larger screens will get the search results directly.
I’ve been concentrating on HTML and JavaScript, but this technique has consequences for content strategy and information architecture. Instead of thinking about possible page content in a binary way as either ‘on the page’ or ‘not on the page’, conditional loading introduces a third ‘it’s complicated’ option.
This was just a simple example but I hope it illustrates that conditional loading could become an important part of the content-first responsive design approach. |
2011 |
Jeremy Keith |
jeremykeith |
2011-12-02T00:00:00+00:00 |
https://24ways.org/2011/conditional-loading-for-responsive-designs/ |
ux |
| 284 |
Subliminal User Experience |
The term ‘user experience’ is often used vaguely to quantify common elements of the interaction design process: wireframing, sitemapping and so on. UX undoubtedly involves all of these principles to some degree, but there really is a lot more to it than that.
Good UX is characterized by providing the user with constant feedback as they step through your interface. It means thinking about and providing fallbacks and error resolutions in even the rarest of scenarios. It’s about omitting clutter to make way for the necessary, and using the most fundamental of design tools to influence a user’s path. It means making no assumptions, designing right down to the most distinct details and going one step further every single time. In many cases, good UX is completely subliminal.
There are simple tools and subtleties we can build into our products to enhance the overall experience but, in order to do so, we really have to step beyond where we usually draw the line on what to design.
The purpose of this article is not to provide technical how-tos, as the functionality is, in most cases, quite simple and could be implemented in a myriad of ways. Rather, it will present a handful of ideas for enhancing the experience of an interface at a deeper level of design without relying on the container.
We’ll cover three elements that should get you thinking in the right mindset:
progress activity and post-active states
pseudo-class preloading
buttons and their (mis)behaviour
Progress activity and the post-active state
We’ve long established that we can’t control the devices our products are viewed on, which browser they’ll run in or what connection speed will be used to access them. We accept this all as factual, so why is it so often left to the browser to provide feedback to the user when an event is triggered or an error encountered? The browser isn’t part of the interface — it’s merely a container. A simple, visual recognition of your users’ activity may be all it takes to make or break the product.
Let’s begin with a commonly overlooked case: progress activity.
A user moves their cursor over a hyperlink or button, which is clearly defined as one by the visual language of your content. Upon doing so, they trigger the :hover state to confirm this element is indeed interactive. So far, so good. What happens next is where it starts to fall apart: the user hits this link, presumably triggering an :active state, which is then returned to the normal state upon release. And then what?
From this point on, your user is in limbo. The link has fallen back to either its regular or :visited state. You’ve effectively abandoned them and are relying entirely on the browser they’re using to communicate that something is happening. This poses quite a few problems:
The user may lose focus of what they were doing.
There is little consistency between progress indication in browsers.
The user may not even notice that their action has been acknowledged.
How many times have one or more of these events happened to you due to a lack of communication from the interface?
Think about the differences between Safari and Chrome in this area — two browsers that, when compared to each other, are relatively similar in nature, though this basic feature differs in execution.
Like all aspects of designing the user experience, there is no one true way to fix this problem, but we can introduce details that many users will unconsciously appreciate.
Consider the basic loading indicator. It’s nothing new — in fact, some would argue it’s quite a cliché. However, whether using a spinning wheel or a progress bar, a gif or JavaScript, or something more sophisticated, these simple tools create an illusion of movement, progress and activity. Depending on the implementation, progress indication graphics can significantly increase a user’s perception of the speed in which an event is taking place. Combine this with a cursor change and a lock over the element to prevent double-clicking or reloading, and your chances of keeping your user’s valuable attention have significantly increased.
Demo: Progress activity and the post-active state
This same logic applies to all aspects of defaulting in a browser, from micro-elements like this up to something as simple as a 404 page. The difference in a user’s reaction to hitting the default Apache 404 and a hand-crafted, branded page are phenomenal and there are no prizes for guessing which one they’re more likely to exit from.
Pseudo-class preloading
Another detail that it pays well to look after is the use and abuse of the :hover element and, more importantly, the content revealed by it. Chances are you’re using the :hover pseudo-class somewhere in almost every screen you create. If content is being revealed on :hover and that content takes some time to load, there will inevitably be a delay the first time it is initiated. It appears tacky and half-finished when a tooltip or drop-down loads instantly, only to have its background or supporting elements follow through a second or two later. So, let’s preload the elements we know we’ll need.
A very simple application of this would be to load each file into the default state of a visible element and offset them by a large number. This ensures our elements have loaded and are ready if and when they need to be displayed.
element {
background: url(path/to/image.jpg) -9999em -9999em no-repeat;
}
element .tooltip {
display: none;
}
element:hover .tooltip {
display: block;
background: url(path/to/image.jpg) 0 0;
}
Background images are just one example. Of course, the same logic can apply to any form of revealed content. Using a sprite graphic can also be a clever — albeit tedious — method for achieving the same goal, so if you’re using a sprite, preloading in this way may not be necessary
The differences between preloading and not can only be visualized properly with an actual demonstration.
Demo: Preloading revealed content
Buttons and their (mis)behaviour
Almost all of the time, a button serves just one purpose: to be clicked (or tapped). When a button’s pressed, therefore, if anything other than triggering the desired event occurs, a user naturally becomes frustrated. I often get funny looks when talking about this, but designing the details of a button is something I consider essential.
It goes without saying that a button should always visually recognise :hover and :active states. We can take that one step further and disable some actions that get in the way of pressing the button.
It’s rare that a user would ever want to select and use the text on a button, so let’s cleanly disable it:
element {
-moz-user-select: -moz-none;
-webkit-user-select: none;
user-select: none;
}
If the button is image-based or contains an image, we could also disable user dragging to make sure the image element stays locked to the button:
element {
-moz-user-drag: -moz-none;
-webkit-user-drag: none;
user-drag: none;
}
Demo: A more usable button
Disabling global features like this should be done with utmost caution as it’s very easy to cross the line between enhancement and friction. Cases where this is acceptable are very rare, but it’s a good trick to keep in mind nevertheless. Both Apple’s iCloud and Metalab’s Flow applications use these tools appropriately and to great extent.
You could argue that the visual feedback of having the text selected or image dragged when a user mis-hits the button is actually a positive effect, informing the user that their desired action did not work. However, covering for human error should be a designer’s job, not that of our users. We can (almost) ensure it does work for them by accommodating for errors like this in most cases.
Final thoughts
Designing to this level of detail can seem obsessive, but as a designer and user of many interfaces and applications, I believe it can be the difference between a good user experience and a great one.
The samples you’ve just seen are only a fraction of the detail we can design for. Keep in mind that the demonstrations, code and methods above outline just one way to do this. You may not agree with all of these processes or have the time and desire to consider them, but one fact remains: it’s not the technology, or the way it’s done that’s important — it’s the logic and the concept of designing everything. |
2011 |
Chris Sealey |
chrissealey |
2011-12-03T00:00:00+00:00 |
https://24ways.org/2011/subliminal-user-experience/ |
ux |
| 290 |
Creating a Weekly Research Cadence |
Working on a product team, it’s easy to get hyper-focused on building features and lose sight of your users and their daily challenges. User research can be time-consuming to set up, so it often becomes ad-hoc and irregular, only performed in response to a particular question or concern. But without frequent touch points and opportunities for discovery, your product will stagnate and become less and less relevant. Setting up an efficient cadence of weekly research conversations will re-focus your team on user problems and provide a steady stream of insights for product development.
As my team transitioned into a Lean process earlier this year, we needed a way to get more feedback from users in a short amount of time. Our users are internet marketers—always busy and often difficult to reach. Scheduling research took days of emailing back and forth to find mutually agreeable times, and juggling one-off conversations made it difficult to connect with more than one or two people per week. The slow pace of research was allowing additional risk to creep into our product development.
I wanted to find a way for our team to test ideas and validate assumptions sooner and more often—but without increasing the administrative burden of scheduling. The solution: creating a regular cadence of research and testing that required a minimum of effort to coordinate.
Setting up a weekly user research cadence accelerated our learning and built momentum behind strategic experiments. By dedicating time every week to talk to a few users, we made ongoing research a painless part of every weekly sprint. But increasing the frequency of our research had other benefits as well. With only five working days between sessions, a weekly cadence forced us to keep our work small and iterative. Committing to testing something every week meant showing work earlier and more often than we might have preferred—pushing us out of your comfort zone into a process of more rapid experimentation.
Best of all, frequent conversations with users helped us become more customer-focused. After just a few weeks in a consistent research cadence, I noticed user feedback weaving itself through our planning and strategy sessions. Comments like “Remember what Jenna said last week, about not being able to customize her lists?” would pop up as frequent reference points to guide our decisions. As discussions become less about subjective opinions and more about responding to user needs, we saw immediate improvement in the quality of our solutions.
Establishing an efficient recruitment process
The key to creating a regular cadence of ongoing user research is an efficient recruitment and scheduling process—along with a commitment to prioritize the time needed for research conversations. This is an invaluable tool for product teams (whether or not they follow a Lean process), but could easily be adapted for content strategy teams, agency teams, a UX team of one, or any other project that would benefit from short, frequent conversations with users.
The process I use requires a few hours of setup time at the beginning, but pays off in better learning and better releases over the long run. Almost any team could use this as a starting point and adapt it to their own needs.
Pick a dedicated time each week for research
In order to make research a priority, we started by choosing a time each week when everyone on the product team was available. Between stand-ups, grooming sessions, and roadmap reviews, it wasn’t easy to do! Nevertheless, it’s important to include as many people as possible in conversations with your users. Getting a second-hand summary of research results doesn’t have the same impact as hearing someone describe their frustrations and concerns first-hand. The more people in the room to hear those concerns, the more likely they are to become priorities for your team.
I blocked off 2 hours for research conversations every Thursday afternoon. We make this time sacred, and never schedule other meetings or work across those hours.
Divide your time into several research slots
After my weekly cadence was set, I divided the time into four 20-minute time slots. Twenty minutes is long enough for us to ask several open-ended questions or get feedback on a prototype, without being a burden on our users’ busy schedules. Depending on your work, you may need schedule longer sessions—but beware the urge to create blocks that last an hour or more. A weekly research cadence is designed to facilitate rapid, ongoing feedback and testing; it should force you to talk to users often and to keep your work small and iterative. Projects that require longer, more in-depth testing will probably need a dedicated research project of their own.
I used the scheduling software Calendly to create interview appointments on a calendar that I can share with users, and customized the confirmation and reminder emails with information about how to access our video conferencing software. (Most of our research is done remotely, but this could be set up with details for in-person meetings as well.) Automating these emails and reminders took a little bit of time to set up, but was worth it for how much faster it made the process overall.
Invite users to sign up for a time that’s convenient for them
With a calendar set up and follow-up emails automated, it becomes incredibly easy to schedule research conversations. Each week, I send a short email out to a small group of users inviting them to participate, explaining that this is a chance to provide feedback that will improve our product or occasionally promoting the opportunity to get a sneak peek at new features we’re working on. The email includes a link to the Calendly appointments, allowing users who are interested to opt in to a time that fits their schedule.
Setting up appointments the first go around involved a bit of educated guessing. How many invitations would it take to fill all four of my weekly slots? How far in advance did I need to recruit users? But after a few weeks of trial and error, I found that sending 12-16 invitations usually allows me to fill all four interview slots. Our users often have meetings pop up at short notice, so we get the best results when I send the recruiting email on Tuesday, two days before my research block.
It may take a bit of experimentation to fine tune your process, but it’s worth the effort to get it right. (The worst thing that’s happened since I began recruiting this way was receiving emails from users complaining that there were no open slots available!) I can now fill most of an afternoon with back-to-back user research sessions just by sending just one or two emails each week, increasing our research pace while leaving plenty time to focus on discovery and design.
Getting the most out of your research sessions
As you get comfortable with the rhythm of talking to users each week, you’ll find more and more ways to get value out of your conversations. At first, you may prefer to just show work in progress—such as mockups or a simple prototype—and ask open-ended questions to measure user reaction. When you begin new projects, you may want to use this time to research behavior on existing features—either watching participants as they use part of your product or asking them to give an account of a recent experience in your app. You may even want to run more abstracted Lean experiments, if that’s the best way to validate the assumptions your team is working from.
Whatever you do, plan some time a day or two later to come back together and review what you’ve learned each week. Synthesizing research outcomes as a group will help keep your team in alignment and allow each person to highlight what they took away from each conversation.
Over time, you may find that the pace of weekly user research becomes more exhausting than energizing, especially if the responsibility for scheduling and planning falls on just one person. Don’t allow yourself to get burned out; a healthy research cadence should also include time to rest and reflect if the pace becomes too rapid to sustain. Take breaks as needed, then pick up the pace again as soon as you’re ready. |
2016 |
Wren Lanier |
wrenlanier |
2016-12-02T00:00:00+00:00 |
https://24ways.org/2016/creating-a-weekly-research-cadence/ |
ux |
| 317 |
Putting the World into "World Wide Web" |
Despite the fact that the Web has been international in scope from its inception, the predominant mass of Web sites are written in English or another left-to-right language. Sites are typically designed visually for Western culture, and rely on an enormous body of practices for usability, information architecture and interaction design that are by and large centric to the Western world.
There are certainly many reasons this is true, but as more and more Web sites realize the benefits of bringing their products and services to diverse, global markets, the more demand there will be on Web designers and developers to understand how to put the World into World Wide Web.
Internationalization
According to the W3C, Internationalization is:
“…the design and development of a product, application or document content that enables easy localization for target audiences that vary in culture, region, or language.”
Many Web designers and developers have at least heard, if not read, about Internationalization. We understand that the Web is in fact worldwide, but many of us never have the opportunity to work with Internationalization. Or, when we do, think of it in purely technical terms, such as “which character set do I use?”
At first glance, it might seem to many that Internationalization is the act of making Web sites available to international audiences. And while that is in fact true, this isn’t done by broad-stroking techniques and technologies. Instead, it involves a far more narrow understanding of geographical, cultural and linguistic differences in specific areas of the world. This is referred to as localization and is the act of making a Web site make sense in the context of the region, culture and language(s) the people using the site are most familiar with.
Internationalization itself includes the following technical tasks:
Ensuring no barrier exists to the localization of sites. Of critical importance in the planning stages of a site for Internationalized audiences, the role of the developer is to ensure that no barrier exists. This means being able to perform such tasks as enabling Unicode and making sure legacy character encodings are properly handled.
Preparing markup and CSS with Internationalization in mind. The earlier in the site development process this occurs, the better. Issues such as ensuring that you can support bidirectional text, identifying language, and using CSS to support non-Latin typographic features.
Enabling code to support local, regional, language or culturally related references. Examples in this category would include time/date formats, localization of calendars, numbering systems, sorting of lists and managing international forms of addresses.
Empowering the user. Sites must be architected so the user can easily choose or implement the localized alternative most appropriate to them.
Localization
According to the W3C, Localization is the:
…adaptation of a product, application or document content to meet the language, cultural and other requirements of a specific target market (a “locale”).
So here’s where we get down to thinking about the more sociological and anthropological concerns. Some of the primary localization issues are:
Numeric formats. Different languages and cultures use numbering systems unlike ours. So, any time we need to use numbers, such as in an ordered list, we have to have a means of representing the accurate numbering system for the locale in question.
Money, honey! That’s right. I’ve got a pocketful of ugly U.S. dollars (why is U.S. money so unimaginative?). But I also have a drawer full of Japanese Yen, Australian Dollars, and Great British Pounds. Currency, how it’s calculated and how it’s represented is always a consideration when dealing with localization.
Using symbols, icons and colors properly. Using certain symbols or icons on sites where they might offend or confuse is certainly not in the best interest of a site that wants to sell or promote a product, service or information type. Moreover, the colors we use are surprisingly persuasive – or detrimental. Think about colors that represent death, for example. In many parts of Asia, white is the color of death. In most of the Western world, black represents death. For Catholic Europe, shades of purple (especially lavender) have represented Christ on the cross and mourning since at least Victorian times. When Walt Disney World Europe launched an ad campaign using a lot of purple and very glitzy imagery, millions of dollars were lost as a result of this seeming subtle issue. Instead of experiencing joy and celebration at the ads, the European audience, particularly the French, found the marketing to be overly American, aggressive, depressing and basically unappealing. Along with this and other cultural blunders, Disney Europe has become a well-known case study for businesses wishing to become international. By failing to understand localization differences, and how powerful color and imagery act on the human psyche, designers and developers are put to more of a disadvantage when attempting to communicate with a given culture.
Choosing appropriate references to objects and ideas. What seems perfectly natural in one culture in terms of visual objects and ideas can get confused in another environment. One of my favorite cases of this has to do with Gerber baby food. In the U.S., the baby food is marketed using a cute baby on the package. Most people in the U.S. culturally do not make an immediate association that what is being represented on the label is what is inside the container. However, when Gerber expanded to Africa, where many people don’t read, and where visual associations are less abstract, people made the inference that a baby on the cover of a jar of food represented what is in fact in the jar. You can imagine how confused and even angry people became. Using such approaches as a marketing ploy in the wrong locale can and will render the marketing a failure.
As you can see, the act of localization is one that can have profound impact on the success of a business or organization as it seeks to become available to more and more people across the globe.
Rethinking Design in the Context of Culture
While well-educated designers and those individuals working specifically for companies that do a lot of localization understand these nuances, most of us don’t get exposed to these ideas. Yet, we begin to see how necessary it becomes to have an awareness of not just the technical aspects of Internationalization, but the socio-cultural ones within localization.
What’s more, the bulk of information we have when it comes to designing sites typically comes from studies and work done on sites built in English and promoted to Western culture at large. We’re making a critical mistake by not including diverse languages and cultural issues within our usability and information architecture studies.
Consider the following design from the BBC:
In this case, we’re dealing with English, which is read left to right. We are also dealing with U.K. cultural norms. Notice the following:
Location of of navigation
Use of the color red
Use of diverse symbols
Mix of symbols, icons and photos
Location of Search
Now look at this design, which is the Arabic version of the BBC News, read right to left, and dealing with cultural norms within the Arabic-speaking world.
Notice the following:
Location of of navigation (location switches to the right)
Use of the color blue (blue is considered the “safest” global color)
No use of symbols and icons whatsoever
Limitation of imagery to photos
In most cases, the photos show people, not objects
Location of Search
Admittedly, some choices here are more obvious than others in terms of why they were made. But one thing that stands out is that the placement of search is the same for both versions. Is this the result of a specific localization decision, or based on what we believe about usability at large? This is exactly the kind of question that designers working on localization have to seek answers to, instead of relying on popular best practices and belief systems that exist for English-only Web sites.
It’s a Wide World Web After All
From this brief article on Internationalization, it becomes apparent that the art and science of creating sites for global audiences requires a lot more preparation and planning than one might think at first glance. Developers and designers not working to address these issues specifically due to time or awareness will do well to at least understand the basic process of making sites more culturally savvy, and better prepared for any future global expansion.
One thing is certain: We not only are on a dramatic learning curve for designing and developing Web sites as it is, the need to localize sites is going to become more and more a part of the day to day work. Understanding aspects of what makes a site international and local will not only help you expand your skill set and make you more marketable, but it will also expand your understanding of the world and the people within it, how they relate to and use the Web, and how you can help make their experience the best one possible. |
2005 |
Molly Holzschlag |
mollyholzschlag |
2005-12-09T00:00:00+00:00 |
https://24ways.org/2005/putting-the-world-into-world-wide-web/ |
ux |