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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 Presentation and Visual Design Challenges

November 6, 2006 – submitted by Julie Dunn of Woodland Hills, CA

Question: When a user clicks on the calendar icon next to a textbox in which he/she is being asked to enter a date value, I think the general consensus is that the user expects the calendar to highlight today's date in the calendar.

Questions: If the user has previously entered a date value in a textbox and now wants to edit the date, if the user clicks the calendar icon what date does the user expect to be highlighted in the calendar? Is it better to be consistent and highlight today's date or in the second scenario highlight the date previously selected? Should the coding choice depend on the circumstances of the application?

Eric's response: I'm struggling to think of a case where I would show the entered date... I don't see one. It is highly unlikely that someone would enter the date and THEN click the calendar to check which day it is (about 7 clicks with a keyboard/mouse switch equal to 3-6 more clicks depending on typing skill). They are far more likely to click on the calendar and then maybe click to switch months to find the date they want (about 3 clicks).

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June 13, 2006 – submitted by Winston Whitely of Atlanta, GA

Question: Hello Eric, I am to design 4 different look-and-feels for a Government portal. They want to choose one and implement the design using various tools, such as: Webspere, city Seal, sharepoint. We also want to incorporate new features. such as: My personal page, advanced search, a dynamic flash advertising area. I'm starting to gather requirements, etc. What should my time frame be for such an undertaking and what problems should I foresee? What is the best place to start. They are looking for something fresh. My goal is to achieve excellence...

Eric's response: Well I can't say I totally understand what you are trying to accomplish. It sounds like a combination of visual design and functional additions.

If you are addressing visual appearance (I have no idea why a government portal would want four skins) then the process requires:

1. Definition of brand objectives.
There are specialists in this area that will generally take 1-2 months to define a set of brand characteristics. Other times executives just guess. But at the end you have a list of descriptive terms (ie. we are bold, fresh, keen, and responsive). 2. Creative design
Based on the brand characteristics the visual design team creates a set of possible alternatives. There is good data to suggest that parallel design (having several graphic artists work independently) is a good practice. I would expect 1-2 weeks of work creating alternatives.
3. Selection and refinement
Complete a brand perception test with actual target users. Here they select the version that is the most "bold," the most "fresh," etc. You will see the ones that best fit the target brand values. Then you can tweak them to reduce any problems (this is the most fresh, but a bit unresponsive... So we will add elements from the most responsive design). This whole process will take maybe 7-8 days.

In terms of functional additions I would need to know more about the planned enhancements. Some can be done in a couple of weeks. Others deserve significant research, design work, and iterative testing.

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May 22, 2006 – submitted by Scott Bednar of Tukwila, WA

Question: Have there been any studies on what numbering / lettering format is the most effective for multi-level procedural lists? Some say using numbers exclusively is easiest to follow, others say indented levels, etc. I have been unable to find any studies (preferably international) that show empirical evidence supporting a particular style. Different examples would include:

1. XXXXXXXX
1.1 XXXXXXXX
1.2 XXXXXXXX
1.2.1 XXXXXXXX
etc.

1. XXXXXXXX
A. XXXXXXXX
B. XXXXXXXX
1. XXXXXXXXX
a. XXXXXXXXX
etc.

Eric's response: Well the only thing I have seen on this was research that warns about very cluttered nested numbering. So the old "Section 2.9.21.4.7" is really bad. I would try to absolutely limit the nesting to three levels. If I can avoid numbering the secondary levels I would.

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May 12, 2006 – submitted by Caroline of Manitoba, Canada

Question: I'm part of a team redesigning the corporate Web site for a company that provides mortgages, and we're currently having a discussion about what should be included on the FAQ page.

One group wants generic "what do I need to know about mortgages" questions (which pretty much reproduce the content on other pages – without directing the reader to those pages – and do not include anything about the company's specific products). The other group wants questions specific to the company's products that are not answered elsewhere on the site.

Are there any guidelines about which is preferable? Any help you can give us would be appreciated.

Eric's response: First, it turns out that FAQs ARE actually read. So they are useful (more so than, for example, help facilities). They generally include questions that someone would ask AFTER they have read the site. They are NOT supposed to be a reiteration of the site. If you run usability tests or field questions for site users you may know what they would typically ask.

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March 27, 2006 – submitted by Terry Segel of New York

Question: Are there any recommended (or commonly used) symbols to use for messages on a Web page? We use a green checkmark in front of our successful messages and a red circle containing a white exclamation point to indicate an error message. We now have a need to distinguish two different error message types. One is an error that the user can fix by changing the information entered on the input screen. The other is an error where the user cannot fix it himself, it must be fixed by another agency. It is being proposed that we use a red circle containing a white X. I feel that we should use something other than another red circle symbol. I searched the Web for a standard symbol set but could not find one. Do you know of any such standard? Thanks for your help.

Eric's response: Terry, there really is not a set of global icon standards. The closest one you can find would be the Microsoft Windows™ Environment Icons (just due to their near monopoly status). However, the icons you describe seem quite acceptable.

I am not sure I see a need for another type of error message icon. Your current icon flags the user that there is something wrong and they need to read the error message. I would simply suggest using a standardized text message format for this additional type of condition. For example....

[X] Error. This record is classified and cannot be deleted. Contact the intelligence service branch at 212-555-1214 for assistance.
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March 27, 2006 – submitted by Sunil Assudani of India

Question: Is there any specific font type, size and color should I consider depending upon the type of industry (IT, Automotive... etc.) I am designing for?

Eric's response: No. Not in terms of performance. The common fonts all test pretty much the same and do best with a white background. So there are no performance differences.

Now you mean styles that support a brand, and there is little proscriptive data (which means you have to try different styles and test the resulting brand perception).

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March 23, 2006 – submitted by Sunil Assudani of Ahmedabad, India

Question: I am designing our company home page. After trying many layouts & color combinations, finally it is over. Now, someone pointed out that Search should be preferably on top right. (Shaihk and Lenz (2006). My design does not fit search at top right. How do I justify my client's concern?

Eric's response: Well, Search in the top right IS right, unless Search is the primary task on the page, in which case the top of the center area (below logo or tabs) is best. I'm not sure why you would do something different.

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February 23, 2006 – submitted by Phil Leitch of Fargo, ND

Question: I've recently encountered quite a few clients that are concerned with the "whitespace" being wasted on forms we've designed for them and asked that the forms be placed in multiple columns to fill that space. The only reason they ask is because they feel screen space is being wasted, there is no usability concern from them.

Looking at previous answers I find differing information and wonder if you could clear it up.

You've said both of the following: "reasonably dense forms are better than lots of scrolling" and "columns are suboptimal". When it comes to online forms what is ideal? I tend to think one column with the fields in a logical order.

And just to reiterate, in all cases the only reason the clients (unfortunately a few co-workers also feel this way) want to use two or more columns is they feel screen space is wasted.

Sometimes the one-column forces scrolling, which I don't feel is a problem, and is sometimes a secondary argument against a single-column form.

Eric's response: Obviously, if there is no need for content, we do not create additional fields to fill white space. But when you consider the tradeoff, it is FAR better to use multiple columns, than to have white space but have to scroll or move between pages. There are nuances based on user type. If people will use the form only once, then a bit more whitespace is worthwhile. If the user fills the form often, make it very dense. Multiple columns are needed for sure.

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January 27, 2006 – submitted by Tony Gullaci of BC, Canada

Question: What would be the best way to convey to the user that they do not have access / authorization to perform a task or function initiated by a link or button.

There are three approaches that we are considering and your thoughts would be greatly appreciated.

Approach 1: The link/button is disabled

Approach 2: The link/button is not displayed

Approach 3: The link/button is displayed on the screen but when clicked would display a message stating that the user is not authorized to perform the task or function.

Eric's response: First forget the idea of a disabled or grayed out button. This is a rather nasty choice. The user sees a function that is desired, but can't select it. It also clutters the page.

If you MUST let the users know that a specific function is available to someone else, or to them if they upgrade, you can popup a MESSAGE. But this is VERY annoying and should be avoided unless you are truly forced to it. A reasonable example is when a bank clerk can select a function, but a popup asks for a supervisor to enter a confirmation code.

The best plan is to only show the user what they can do.

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January 18, 2006 – submitted by Neha Parekh of India

Question: I have a question regarding placement of PRINT and CLOSE buttons on a read only mode of popup. Explanation:
- On a page, we have a link to a report as: Report A.
- Based on user's login rights, one can view a read-only mode or editable mode of the report.
- User XYZ has read-only rights.
- He clicks on Report A and gets a popup.
- So on the bottom right corner of the popup should we have buttons as:
PRINT CLOSE
or
CLOSE PRINT
- Assuming print is the only action that users will perform on a read-only mode.

Eric's response: Well it is probably more important to be consistent than which sequence you choose. But I would suggest using "Print" then "Close." There is a convention that "Cancel" functions are rightmost in a window. So this would follow that principle.

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