1. © 2010 Pearson Addison-Wesley. All rights reserved. Addison Wesley is an imprint of Designing the User Interface: Strategies for Effective Human-Computer Interaction Fifth Edition Ben Shneiderman & Catherine Plaisant in collaboration with Maxine S. Cohen and Steven M. Jacobs CHAPTER 2: Guidelines, Principles, and Theories

2. 1-2 © 2010 Pearson Addison-Wesley. All rights reserved. Outline Guidelines Principles Theories 2-2

3. 1-3 © 2010 Pearson Addison-Wesley. All rights reserved. 1 Guidelines 2-3

4. 1-4 © 2010 Pearson Addison-Wesley. All rights reserved. Guidelines A guideline document helps by developing a shared language & then promoting consistency It records best practices Critics: –Guideline documents are too specific, incomplete, hard to apply, and sometimes wrong Proponents: –Encapsulate experience, contribute to improvements 2-4

5. 1-5 © 2010 Pearson Addison-Wesley. All rights reserved. Navigating the interface Sample of the National Cancer Institute guidelines (NCI 388): –Standardize task sequences –Ensure that embedded links are descriptive –Use radio buttons for mutually exclusive choices –Use check boxes for binary choices –Develop pages that will print properly –Use thumbnail images to preview larger images 2-5

6. 1-6 © 2010 Pearson Addison-Wesley. All rights reserved. Navigating the interface: Accessibility guidelines [US Rehabilitation Act, Section 508] Examples: –Provide a text equivalent for every non-text element –For any time-based multimedia presentation synchronize equivalent alternatives –Information conveyed with color should also be conveyed without it (e.g., with sound) –Title each frame to facilitate identification and navigation W3C adapted these guidelines and provided automated checking tools 2-6

7. 1-7 © 2010 Pearson Addison-Wesley. All rights reserved. Organizing the display / Facilitating data entry Smith and Mosier (1986) offer five high-level goals –Consistency of data display (terminology, formats, colors, delimiters, capitalization) –Efficient information assimilation by the user/minimal input actions by user (justification, spacing, # of decimal points, appropriate units, comprehensible labels, abbreviations, etc.; avoid duplications) –Minimal memory load on the user –Compatibility of data display with data entry –Flexibility for user control of data display 2-7

8. 1-8 © 2010 Pearson Addison-Wesley. All rights reserved. Getting the user’s attention Intensity - use two levels only Marking – various ways: underline the item, enclose it in a box, point it with an arrow, use an asterisk, bullet, dash, + or X sign Size – use up to 4 sizes Choice of fonts – use up to 3 fonts Inverse video – use inverse coloring Blinking – use this method cautiously [2-4 Hz] Color – use up to 4 standard colors Animation – use it only when meaningful Audio – soft tones [regular] vs. harsh tones [emergency] Avoid cluttered screens, don’t overuse the above 2-8

9. 1-9 © 2010 Pearson Addison-Wesley. All rights reserved. 2 Principles 2-9

10. 1-10 © 2010 Pearson Addison-Wesley. All rights reserved. Principles More fundamental, widely applicable, and enduring than guidelines Need more clarification Fundamental principles –Determine user’s skill levels –Identify the tasks –Choose between five primary interaction styles –Apply 8 golden rules of interface design –Prevent errors –Ensure human control while increasing automation 2-10

11. 1-11 © 2010 Pearson Addison-Wesley. All rights reserved. Determine the user’s skill levels “Know thy user” Age, gender, physical and cognitive abilities, education, cultural or ethnic background, training, motivation, goals and personality Design goals based on skill level –Novice or first-time users –Knowledgeable intermittent users –Expert frequent users Multi-layer designs, personalized menus, control of informative feedback 2-11

12. 1-12 © 2010 Pearson Addison-Wesley. All rights reserved. Identify the tasks Task analysis usually involve long hours observing and interviewing users Decomposition of high level tasks Relative task frequencies 2-12

13. 1-13 © 2010 Pearson Addison-Wesley. All rights reserved. Choose an interaction style Direct manipulation Menu selection Form fill-in Command language Natural language 2-13

14. 1-14 © 2010 Pearson Addison-Wesley. All rights reserved. 2-14

15. 1-15 © 2010 Pearson Addison-Wesley. All rights reserved. Spectrum of directness 2-15

16. 1-16 © 2010 Pearson Addison-Wesley. All rights reserved. The 8 golden rules of interface design 1.Strive for consistency 2.Cater to universal usability 3.Offer informative feedback 4.Design dialogs to yield closure 5.Prevent errors 6.Permit easy reversal of actions 7.Support internal locus of control 8.Reduce short term memory load 2-16

17. 1-17 © 2010 Pearson Addison-Wesley. All rights reserved. Prevent errors Make error messages specific, positive in tone, and constructive Correct actions –Gray out inappropriate actions –Selection rather than freestyle typing –Automatic completion Complete sequences –Single abstract commands –Macros and subroutines 2-17

18. 1-18 © 2010 Pearson Addison-Wesley. All rights reserved. Automation and human control 2-18

19. 1-19 © 2010 Pearson Addison-Wesley. All rights reserved. Automation and human control (cont.) Successful integration: –Users can avoid: Routine, tedious, and error prone tasks –Users can concentrate on: Making critical decisions, coping with unexpected situations, and planning future actions 2-19

20. 1-20 © 2010 Pearson Addison-Wesley. All rights reserved. Automation and human control (cont.) Supervisory control needed to deal with real world open systems –E.g., air-traffic controllers with low frequency, but high consequences of failure –FAA: design should place the user in control and automate only to improve system performance, without reducing human involvement 2-20

21. 1-21 © 2010 Pearson Addison-Wesley. All rights reserved. Automation and human control (cont.) Goals for autonomous agents –knows user's likes and dislikes –makes proper inferences –responds to novel situations –performs competently with little guidance Tool like interfaces vs. autonomous agents Avatars representing human users, not computers, more successful 2-21

22. 1-22 © 2010 Pearson Addison-Wesley. All rights reserved. Automation and human control (cont.) User modeling for adaptive interfaces –keeps track of user performance –adapts behavior to suit user's needs –allows for automatically adapting system response time, length of messages, density of feedback, content of menus, order of menu items, type of feedback, content of help screens –can be problematic system may make surprising changes user must pause to see what has happened user may not be able to –predict next change –interpret what has happened –restore system to previous state 2-22

23. 1-23 © 2010 Pearson Addison-Wesley. All rights reserved. Alternative to agents: –user control, responsibility, accomplishment –extended use of control panels Game levels Style sheets for word processors Information-visualization tools Scheduling software 2-23 Automation and human control (cont.)

24. 1-24 © 2010 Pearson Addison-Wesley. All rights reserved. Features to aid in universal access Above: Mac OS X system preference settings Right: Windows Vista Control Panel 2-24 Automation and human control (cont.)

25. 1-25 © 2010 Pearson Addison-Wesley. All rights reserved. 3 Theories 2-25

26. 1-26 © 2010 Pearson Addison-Wesley. All rights reserved. Theories Beyond the specifics of guidelines Principles are used to develop theories Descriptive, explanatory, prescriptive, or predictive Based on types of skills involved: motor, perceptual, or cognitive 2-26

27. 1-27 © 2010 Pearson Addison-Wesley. All rights reserved. Explanatory and predictive theories Explanatory theories: –Observing behavior –Describing activities –Conceiving designs –Comparing high-level designs –Training Predictive theories: –Enable designers to compare proposed designs for execution time or error rates 2-27

28. 1-28 © 2010 Pearson Addison-Wesley. All rights reserved. Perceptual, Cognitive, & Motor tasks Perceptual or cognitive subtasks theories –Predicting reading times for free text, lists, or formatted displays Motor-task performance times theories: –Predicting keystroking or pointing times 2-28

29. 1-29 © 2010 Pearson Addison-Wesley. All rights reserved. Taxonomy (explanatory theories) –Order on a complex set of phenomena –Facilitate useful comparisons –Organize a topic for newcomers –Guide designers –Indicate opportunities for novel products 2-29

30. 1-30 © 2010 Pearson Addison-Wesley. All rights reserved. Taxonomy (explanatory theories) 2-30 Taxonomy of VR systems [Muhanna Muhanna 2011]

31. 1-31 © 2010 Pearson Addison-Wesley. All rights reserved. Conceptual, semantic, syntactic, and lexical model [design by levels] (Foley and van Dam, 1995) four-level approach – model for interfaces: –Conceptual level: User's mental model of the interactive system –Semantic level: Describes the meanings conveyed by the user's command input and by the computer's output display –Syntactic level: Defines how the units (words) that convey semantics are assembled into a complete sentence that instructs the computer to perform a certain task –Lexical level: Deals with device dependencies and with the precise mechanisms by which a user specifies the syntax This approach is convenient for designers –Top-down nature is easy to explain –Matches the software architecture –Allows for useful modularity during design 2-31

32. 1-32 © 2010 Pearson Addison-Wesley. All rights reserved. Stages of action models Norman's seven stages of action 1.Forming the goal 2.Forming the intention 3.Specifying the action 4.Executing the action 5.Perceiving the system state 6.Interpreting the system state 7.Evaluating the outcome Norman's contributions –Context of cycles of action and evaluation. –Gulf of execution: Mismatch between the user's intentions and the allowable actions –Gulf of evaluation: Mismatch between the system's representation and the users' expectations 2-32

33. 1-33 © 2010 Pearson Addison-Wesley. All rights reserved. Stages of action models (cont.) Four principles of good design –State and the action alternatives should be visible –Have a good conceptual model with a consistent system image –Interface should include good mappings that reveal the relationships between stages –User should receive continuous feedback Four critical points where user failures can occur –Users can form an inadequate goal –Might not find the correct interface object because of an incomprehensible label or icon –May not know how to specify or execute a desired action –May receive inappropriate or misleading feedback 2-33

34. 1-34 © 2010 Pearson Addison-Wesley. All rights reserved. Consistency through grammars Consistent user interface goal –Definition is elusive - multiple levels sometimes in conflict –Sometimes advantageous to be inconsistent ConsistentInconsistent AInconsistent B delete/insert characterdelete/insert characterdelete/insert character delete/insert wordremove/bring wordremove/insert word delete/insert linedestroy/create linedelete/insert line delete/insert paragraphkill/birth paragraphdelete/insert paragraph 2-34

35. 1-35 © 2010 Pearson Addison-Wesley. All rights reserved. Contextual Theories User actions are situated by time and place –You may not have time to deal with shortcuts or device dependent syntax, such as on mobile devices, when hurried –Physical space is important in ubiquitous, pervasive and embedded devices A taxonomy for mobile device application development could include: –Monitor and provide alerts, e.g. patient monitoring systems –Gather and spread information –Participate in group collaboration –Locate and identify nearby object or site –Capture information about the object and share that information 2-35