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Ask Eric: Questions & Answers

Each month Dr. Eric Schaffer answers selected questions on usable interface design. Recent Questions
Archived questions and answers about ...

Software Navigation and Interaction Design Challenges

December 28, 2001 – submitted by Sara Douglas of Novato, CA

Question: Eric, what does the term "glosses" mean? You refer to it in your recent newsletter under the Web Site Design Issues Do's and Don'ts item #27.

Eric's response: "Glosses" refers to a mechanism like tool tips for hypertext links. You hold your mouse over the link and text appears that further defines the link. In some instances actual text from the linked page appear. This helps users decide if they should chose the link. This is good. The main problem as I see it is that users do not currently expect this behavior. So until it is established as a convention I don't think it will be terribly effective.

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December 26, 2001 – submitted by Daphna Mendes of Israel

Question: Is changing toolbars (like in Microsoft Outlook) user friendly?
By changing toolbars I mean that the icons on the toolbar are changed while moving between the views.

Eric's response: First, I believe the icon representations do NOT change between views. That is to say that the "X" indicates "delete" no matter which view you are in. The icons do not change. If they DID, it would be a very bad design. I have seen this. At one auto manufacturer I found seven different icons that all meant HELP.

When moving between functional windows, the functions that are available change. This is fine – it is just the nature of the taskflow.

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November 19, 2001 – submitted by Chris Uttley of Toronto, ON

Question:We build Gui software for advertising order taking. Many of our users are keyboard power-users, with no interest in using a mouse. On some of our windows, we want to provide the user with the ability to jump right into a field using a keyboard combination, rather than tabbing through a large number of fields.

I've been looking around but I have been unable to find what this type of function is called and I can't find what standards should be followed. Do we use Alt or Ctrl as the base key? Is it OK for Alt-S to mean Save and Ctrl-S to mean "jump to price"? etc.

All help appreciated!

Eric's response: First a caution. I have often seen the addition of these shortcuts as compensation for lack of work on screen layout. Your FIRST attack on this issue is layout of fields in the order in which they will actually be used.

These types of combination keys are called accelerators, shortcut, or access keys. Unfortunately, there is a remarkable lack of standardization in the way they are actually used. For your purpose you can use accelerators that either go to the first object in a group box, or to specific fields. This is done by underlining the target character on the label, or if you run out of letters you can append the character (e.g., Finance(Q) with the "Q" underlined ). It is really good if you can keep consistency with accelerator selection rules and with the decision whether to use Alt or Control keys. However, with your expert user population this may be secondary to ensuring efficiency.

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October 3 , 2001 – submitted by Susan Saeger of Rochester, NY

Question: Are there standards for developing an application wizard? We are working on creating a wizard that will allow a user to setup security for an application.

Eric's response: In the late 70s I worked on a standards project for the Bell System. We made many small rules, but they did not really hang together well. In reaction to this I developed the idea of a template-based standard. We found that there were a dozen or so page types that accounted for 85% of screen design in a given environment. So we began making standards with standard page types. We have made over 140 customized UI standards so far. The core idea is to make ergonomically correct example screens and document the standards for them. The closest we have to a universal standard is the Usability Central product from HFI. It has a set of over 20 standard page types for the Web, and about 15 for GUI applications. It contains a wizard page type with full standards rules.

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August 16, 2001 – submitted by Cindy Huntley of El Dorado Hills, California

Question: What is the "norm" for the number of days a user should be required to change their password? Our web app currently requires our users to change theirs every 30 days, but we're hearing that's "too often." They would prefer 6 months. Is that acceptable?

Eric's response: The practice of forced password changes is NOT commonly required at all on net sites. Even financial and banking sites generally do not require regular changes. The more often the changes are required the more load you put on the user. The more load put on the user, the more users will go somewhere else. In fact my local bank requires a changed password every 6 weeks and as a result I do not use it at all.

When thinking of security ask yourself what would be reasonable if it was NOT online. I have seen onerous double login procedures protecting data that could be obtained by walking in and asking (if wearing a nice suit). Security is critical, but needs to be reasonable. Why not let your customers change their passwords when THEY want?

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August 13, 2001 – submitted by Jill McDaniel of Rochester, New York

Question: We are planning to use a "floating toolbar" on our Intranet in an upcoming redesign. Let me take a moment to describe what I mean by a "floating toolbar" On the right side of the browser window, there will be a set of tools the user may need while browsing the page (which we are also testing to determine their self-evidency). The tools are positioned in the top right corner of the browser window. As the user scrolls down the page, they remain in the same position relative to the browser window. This makes the tools appear to "float" down the page as the user scrolls. Some of the tools that will be available are a link back to the top of the page, capability to print the page and the collection of pages, and a "find in page" tool. By making the tools follow the user as they scroll down a page, they are always right at the user's finger tips.

These tools do not obstruct any text, and only the appropriate tools will be available for each type of information. For example, on a glossary page, the user will see a "find in page" tool so they can quickly get to the word they want a definition for, a tool allowing them to navigate alphabetically to other pages in the glossary, and a word submission tool (which opens a word submission form in a pop-up window). We would not provide tools for printing, since users do not print pages from a glossary; they reference the pages when they need to know what a word means, but they do not save and post the page in their cubicle for later reference.

While everyone on our design team feels that this is very helpful, I wanted to ask an expert. Have there been any tests (or heuristics) with regard to objects that stay with the user for easy access to tools they will likely need when using a web page? If so, are there any findings we should be aware of?

Eric's response: I have some concerns with the floating toolbar concept. One issue I have is that some of the functions appear to be duplicating browser features. I have seen a number of companies create their own "back buttons" etc. This means that we present the user with two similar but different functions. This increases complexity and has a negative effect on learning time, speed (read up on the Hick-Hyman law in psychophysics), and screen real estate. I am sure there are additional functions, but the browser is already designed and working. Is it really worth this additional complexity?

I am also concerned about the mutating toolbar. The fact that the functions change from page to page "as appropriate" means that the user must manage those changes. However you design it (gray out buttons, or button replacement), the tool bar changes. Either the user is unable to learn by spacial location, or the design takes a lot of space.

Consider adding standard functions to the header or footer of all pages. Consider adding special functions (like word submission on a glossary page) where needed for special types of pages.

I suppose I can think of some applications where this type of floating toolbar would add substantial value, but not many. And I would not recommend creating this for general use throughout an Intranet. It is interesting that Windows™ has a floating toolbar capability built in where you can detach icons from the window. How often do you see that used?

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August 8, 2001 – submitted by Chris Fortuin of the Netherlands

Question: Thanks for the useful newsletter. Concerning user interface design I have a practical problem which comes around each time in design teams when developing so-called workflow/document managed information systems. The situation is that end-users need to view a (scanned) document and use structured data the same time. How could a user interface design effectively and efficiently support this situation? Do you have a suggestion how to further analyze and solve this problem!?

Eric's response: It depends upon the task. In transcription, we have been able to present snippets of the scanned document next to the corresponding entry fields. So the scanned name appears above the field where the name is typed.

If you are working with full documents there are only two solutions. You can use the windowing operating system to allow positioning of windows (of course this costs time in window thrashing). Alternatively, you can provide a structured switch so the user can hit one key and switch between the documents.

Remember that the idea of "concurrently" viewing documents is a fiction. The human eye does NOT see both documents at once (we actually only see detail in about a 2 degree arc). So the question is how easy is it to switch between documents. Just moving your eyes is fastest. But a quick display change is not too bad.

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May 4, 2001 – submitted by Chris Lee of North Caronlina

Question: I'm in the process of developing a usability test plan for a prototype I've been working on. In my prototype, I have users register into the system before searching for items as opposed to registering before viewing search results. In Nielsen's work, he has suggested prolonging registration as far as possible to reduce early exiting by users but does not provide any references to support his claim. Do you know of any published research that has compared the usability levels of these different approaches?

Eric's response: Chris, I have not seen public studies that test this issue. I have seen private data to that effect. However, from the basic psychological literature we have good research that supports Jacob's assertion. The Zigarnick Effect shows how people have a drive to complete tasks. The model of Cognitive Dissonance indicates that users will be less likely to stop, as this would imply that they have been foolish and wasted their time. My only concern is where you may create some very negative feelings in users who feel they have been "lead down a garden path." So your numbers will almost certainly show fewer exits if you do not have registration until the user has invested substantially in the task. But the exits you do get may be pretty unhappy campers.

In e-commerce sites, however, I would recommend that the user not be required to enter personal registration data until he is ready to buy. Users should be free to learn about the product and pricing without having to cough up private information. If they have to give the information up front, not many will stick around to hear the pitch.

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April 9, 2001 – submitted by Christine Hubble of Toronto, Canada

Question: Cascading Menus (menus that expand when you mouse over them, e.g. bedbathandbeyond.com) seem to be a good idea from a usability standpoint (to reduce # of clicks), and yet are not commonly used (at least on e-commerce sites). Why are they not commonly used? I've heard that there are some technical drawbacks to their use. What are those drawbacks?

Eric's response: Cascading menus are poor from a usability viewpoint, because they hide too much. Less-experienced users may not even find these menus, since there is not a single strong cue that a dropdown menu exists. Even when users find cascading menus, we often see them losing time having to "pulldown surf" through the menus. Users have to drop down each menu searching for a link they want. Even for expert users it takes two (or more) clicks to get anywhere.

A hierarchical (Yahoo-Style) menu is far more efficient ergonomically.

As for pulldown menus, their advantage is precisely that they hide things, so that they let you fit a lot of functions into a small space. So use them for sites that will be used regularly (so users know they are there and know which item to look in) and that have too many functions to fit on the page.

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March 28, 2001 – submitted by Stephen Metcalf of Longbenton, UK

Question: Do you know of any sources of information about designing browser-based transactional applications (rather than the delivery of information)?

Eric's response: It is pretty rare that human factors people are used for simple delivery of information. If it is very large and complicated it does make sense (we are currently working on the Library of Congress public site for example). But most sites we work on have complex interactivity (like brokerage, banking, telecommunications, etc.). There is a ton of material on this on our site. Our courses are mostly about that type of complexity and interactivity. There are THOUSANDS of articles and books (see our bibliography.) You can also ask me something more specific.

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March 22, 2001 – submitted by Eileen Chong of Canada

Question: What do you think of pop-up information boxes?

Eric's response: It depends on whether you're working in a GUI environment, where pop-ups can be valuable, or in a Web environment, where they rarely make sense.

In a GUI environment (Windows™, not in a browser) designers can keep good control of pop-ups. For example, they can make the pop-up support a modal taskflow, so that the user cannot do anything else until the task is completed. Or they can make the pop-up a reference tool by setting it to stay on top. But beware. Many times I see designs where the user ends up with a whole series of pop-ups on a page. It would have been better to let the user navigate to a second page full of material. I understand the advantages of keeping the user in the context of the primary page, but it isn't good to give the user the extra work of opening and closing all those pop ups.

In the browser environment, on the other hand, pop-ups are usually a bad idea. You have very little control over them, and there is a real danger that the popup will drop behind the browser and be lost. Also, many users have built up a reflex to cancel any small window opening, under the assumption that it is one of those pesky interstitial ads. Therefore you need to have a really good reason to use a pop-up.

An example of where it is probably justified is with financial sites, where normally people key a ticker. If they do not know about keying tickers, you can select a link that provides a pop-up that finds the ticker symbol. They will not have to leave the research page for this minor lookup.

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