Comment spammers – Stop wasting your time

Posted in Marketing on January 31, 2009 by Paul Boag

So you want to drive traffic using comment posting? Well, there is a right way and a wrong way.

The wrong way

I am constantly amazed how many comments I see like this…

This is a classic example of comment spam. It adds no value to the conversation and the poster has made no effort to participate in a meaningful way.

If you follow the link it goes to a web design agency that is obviously under the impression that this will improve their SEO ranking. It will not.

If we look at the source code of that link you will see why…

As you can see the comments on boagworld (and the vast majority of comment systems) have a no follow instruction in the code. This effectively prevents the poster from gaining any SEO benefits from the link.

Of course, they maybe relying on users clicking the link. However, why would a user do that? The content of the comment does not motivate me in anyway to do so.

The spammer maybe using an automated tool to add the links and hoping that one in a thousand people will click them. Its possible I guess, but I have seen a lot of comments like this that have been obviously written by real people. Also I doubt this would have got past my multi-level spam filter.

If you want to encourage people to click you need to say something to get their attention.

The right way

Good commenting that drives traffic is about two things…

Quality – Your comments have got to say something of value. You have to add something to the conversation. By being a quality poster, people will start to notice you and respond. It takes real thought and effort.
Quantity – You cannot just post once and never return. You need to be consistent, by posting on a regular basis. You need to participate in a community on an ongoing basis to have an impact.

I know the names of the people who post quality and quantity on this blog. I respect their opinions and even though I know they are doing so to drive traffic to their own sites, I do not mind. The reason is they add value to my site. It is a transaction if you like. They add valuable content and I send them traffic.

Video: Introduction to WCAG 2

Posted in Accessibility on January 26, 2009 by Paul Boag

I recently gave an internal presentation at Headscape about WCAG 2. A number of people expressed an interest in seeing it so I made a point to record it.

At the end the presentation I references a stripped down version of the guidelines found here.

I also refer to a quick reference guide to WCAG 2 that can be found here.

Apologises

Apologises for the poor audio quality of this video. Unfortunately the decision to record the presentation was made at the last minute and so we didn’t have a proper mic setup arranged. You can also tell it is not quite as slick as my normal presentations :)

~~I would also like to apologise for the lack of transcript of this video.~~ Again, it was not my initial intention to put this video online as this was an internal presentation containing my initial thoughts on WCAG 2. I am still learning a lot about the new guidelines and will publish a more considered article when I have a better understanding of the subject.

Feedback

On that subject, I would be interested to hear your feedback on the thoughts I present. Do you agree with my interpretation of the new guidelines? Have I misunderstood anything? Are there other elements I should have addressed? Your thoughts would be appreciated in the comments.

Update: We now have a transcript!

Thanks go to Anna Debenham who braved the horrendous audio to transcribe the presentation. If you cannot face the video we do at least now have a written version!

Paul: Ok, this has worked out a little bit weird because the idea initially with this presentation was that it was really about bringing us up to speed with WCAG2 now that WCAG2 has been released. But I made the mistake of mentioning it online and several people said "ooh, can you record that?" so now it’s a little bit of both, a little bit of a presentation to you guys and a little bit of a presentation that will go on the web.

Paul: So as you guys probably know, WCAG2 has now been released, and as accessibility is a big part of what we deliver and we talk a lot about accessibility, we need to be up to speed on it and we need to know what we’re doing. Obviously accessibility has become such a part of what we do day in and day out that we don’t necessarily think too much about it, it’s almost an intrinsic part of what we do, but with changes to WCAG2, or with the arrival of WCAG2, there have been differences, changes, things that have altered, so I want to make sure that everybody is up to speed with it. Feel free to butt in with questions, that’s absolutely fine.

Audience: Will the video be able to see the screen?

Paul: The video will be able to see the screen. Ok, so, WCAG2. Basically, WCAG1 came out in 1999 which is a good old time ago, in Internet terms that’s like forever, and there was a real need to make some changes and improve WCAG1. Let me just pop back and just explain.

The Journey to WCAG2

Paul: So, yeah, like I said, WCAG1 came out in 1999, it quickly dated as technology evolved, and some of the guidelines actually became harmful in a way. So you guys know that for example, we don’t always take note of what they say about Access Keys, we don’t always take note of what they say about "make sure you put text in an empty form field" and things like that. And WCAG1 was very much built with HTML in mind, and obviously the web is a lot broader than that and there are a lot more formats about. But unfortunately development of WCAG2 was very slow, and also fraught with controversy. I mean, famously with Joe Clarke who is an accessibility expert wrote on A List Apart "to hell with WCAG2" because it basically had become a bit of a joke, because it was very generic; they were trying to write a set of guidelines that really made no effort to mention specific technology because they didn’t want it to date like WCAG1, but the result is it became unreadable and nobody could understand it.

WCAG2 Reborn

Paul: But, things did change. Major changes were made to the WCAG2 draft and things did improve dramatically. They really listened to the community, and the language in it now is much clearer. So what I want to do now is talk a little bit through what WCAG2 includes and what it doesn’t, and how we’re then going to go about implementing it and how it affects us.

Principles

Paul: Ok, so let’s look at the structure of WCAG2. Basically WCAG2 has 3 tiers to it that you need to know about. Tier number 1 is the idea of Principles. So this is kind of the most generic of the tiers, you know, it’s really kind of aimed at the kind of things you would tell a board of directors that doesn’t really understand anything technical, that doesn’t really understand accessibility at all. And there are 4 principles which are the foundations of web accessibility and these principles I’ll come onto a little bit later.

Guidelines

Paul: Underneath each of those principles are Guidelines. So, within each principle there are 3 or 4 guidelines or a number of guidelines that is different for each principle. But there are a total of 12 guidelines, and these are goals that you should be working towards in order to make your content more accessible to users.

Success Criteria

Paul: Under each guideline, there are Success Criteria. So now we’ve really hit the nitty-gritty, these are kind of specific, measurable goals that you’ve got to achieve. And this is how you judge whether your site is WCAG2 compliant, if you like. So, this is the really important level if that makes sense, but it’s organised within this hierarchy of guidelines and principles.

Techniques

Paul: Now, actually, there is kind of a 4th tier as well which is techniques. So you’re trying to, maybe as designers, you’re trying to conform to the Success Criteria, well there’s a whole load of different ways and different techniques that you can do that and you could read about those, and you could make up your own techniques if you wanted to, but there are some laid down that can help you get going.

Working with WCAG2

Paul: So those are the 3 levels that WCAG2 is built around. Now let’s dive into those a little bit. I had to think about how much detail I want to go into in this room. Obviously we don’t want to go into every technique that you could possibly apply and we don’t even want to go into necessarily every success criteria. That’s really for you guys to look through afterwards. What we are going to do is look at those guidelines and those principles, and hopefully help you to understand where WCAG2 stands over stuff.

Perceivable

Paul: Ok, so, the first… heh, totally illegible text, isn’t that great. Very accessible!

Audience: (laughter)

Paul: So the number 1 principle is Perceivable, and that’s 1 of your 4 principles that you’ve got here. And perceivable is basically talking about "information and user interface components must be presentable to users in ways that they can perceive"

Audience: (laughter)

Paul: Unlike that! (points to presentation)

Audience: (laughter) Is the rest of the presentation like this?

Paul: Yes.

Audience: (more laughter)

Paul: You actually don’t need to read this anyway which is very useful. So, Perceivable is basically about "can you see it?", that is it as far as the principle is concerned, and the answer is "no you can’t". But perceivable then breaks down into a series of guidelines. So, let’s have a look at what these guidelines are. So basically, perceivable is broken down into 4 guidelines. And if we talk through each of those it should give you an idea.

Text Alternatives

Paul: The first one is text alternatives. So this is stuff we already know. "Provide text alternatives for any non-text content so that it can be changed into other forms people need, such as large print, braille, speech, symbols or simpler language." So this really applies to things like video, audio, forms that you create, and interestingly CAPTCHA is particularly mentioned here. And that is a particular accessibility problem that hasn’t been particularly well solved I don’t think.

Time Based Media

Paul: The next way that Perceivable works itself out is in time-based media. What we’re talking about here is that you need to provide an alternative for anything that is time-based. So here we’re talking about captions for video, sign-language maybe, media alternatives, but it also applies to live and pre-recorded video. So if you’re streaming stuff, then you need to think about this as well as with stuff that’s pre-recorded. Now, it does take into account the difference between "crap, how are we going to make streaming video accessible?". If you read into the guidelines it does give some good advice there. So that’s not quite as scary as it first sounds.

Adaptable

Paul: Anything that we produce needs to be adaptable. In other words, content can be presented in different ways. For example, a simpler layout maybe for people with cognitive disabilities for example. Really, this boils down to things like using semantic markup, meaningful order in your HTML so that if the CSS is stripped away it still makes sense in the order that it is presented, and not relying on colour and other sensory elements to convey information.

Distinguishable

Paul: And then finally it’s got to be distinguishable. So it’s about making it easier for users to see and hear content including separating foreground from background and that kind of stuff. So we’re talking here about contrast, colour, and control over things like audio and video, that kind of stuff. So that’s where we’re at with perceivable.

Operable

Paul: Let’s move onto the next principle which is Operable. So, Operable is about user interface components and navigation, and making them easy to use so that somebody can use them whatever disability they may have. So this again breaks down into 4 different guidelines, the most obvious of which is Keyboard Access. So everything that we produce has to be accessible via a keyboard. So, for example, the Flash video that we’re currently creating for the Wiltshire Farm Foods home page needs to be keyboard operated, alright? Which I bet it isn’t at the moment! And to be fair, it’s part of production, I’m sure they’d put that in at the end if I hadn’t reminded them. That existed under WCAG1, so there’s nothing different there. So everything needs to be keyboard accessible.

Enough Time

Paul: You also need to provide enough time for people to take in the information that they’re being presented with. So giving the ability to pause, stop and control time based material is really important as well.

Seizures

Paul: You’ve got to take into account seizures, some people can have seizures triggered by animation and that kind of thing, so there are various limits that the guidelines lay down about flashing objects and stuff like that.

Navigable

Paul: And then finally it’s got to be navigable. So this includes things like skipping content, having descriptive page titles, tab order, links that make sense out of context, lot’s of headings, that kind of stuff. Is this all making sense?

Audience: Yes, apart from time-based media, I don’t understand that.

Paul: Time-based media, we’re talking about video and audio. So let’s say you had… one of our podcasts. So, there are certain things we need to ensure. One is that it is operable, in other words, a user can pause the podcast if we get annoying, or they want time to take in the information that we’ve said, but the other thing is that we also need to provide an alternative way of them getting it which is why we provide the show notes that we do and the transcripts and stuff like that.

Audience: Ok, well that kind of fits under Text Alternatives and giving it control so it’s under Operable… I just don’t get where it is under perceivable, as a perceivable thing, it has to be perceivable?

Paul: Yeah, basically.

Audience: Video, audio… all has to be perceivable then?

Paul: Yes. Some of these principles and certainly some of the guidelines do overlap to some degree. But when you draw down to the Success Criteria level, of how you actually apply these things, then there are more specific techniques. I think what they did is create a load of success criteria, and then kind of chunked them together in meaningful groups, but sometimes they’re not so meaningful. But it is a vast improvement on WCAG1 as far as being able to understand it.

Understandable

Paul: Ok, talking of understanding it, our next one is Understandable. So this is the next one of our 4 top-level principles, so everything you produce has to be understandable. So what does that mean? Well that results in 3 guidelines. It has to be Readable, Predictable and has to be able to provide Input Assistance. So how does that work itself out in practice?

Readable

Paul: With Readable, we’re talking about making content readable, text content mainly. So this works out in things like setting the language in your HTML, you know, setting what the language is in the header, avoiding using jargon, finally we’ve got a decent reason to go back to clients and say, you know, "you can’t use that kind of language, nobody understands it!". Also things like abbreviations need to be explained, and also reading level as well, and that’s something I really want to get through to a lot of our clients because a lot of our clients, especially the public sector clients that we have, have this attitude of "well of course, people that look at our site are of post-graduate degree people, and they have excellent reading level", but that doesn’t take into account things like people that speak English as a 2nd language, who can be very intelligent but not particularly good at reading, also people with Dyslexia can be incredibly intelligent but not particularly good at reading. So reading level is an important aspect of it.

Predictable

Paul: For it to be understandable it also needs to be predictable. So with this we’re talking about things like consistent navigation, and no uninitiated changes. And this is a particularly important one in our world of AJAX and JavaScript and all this cool stuff that we’re doing where we can often trigger events without asking the user’s permission first. When I say "asking for permission" I mean they haven’t clicked on link or they’ve not initiated it in any way. Users need to initiate these actions… and no pop-up windows without them clicking first to trigger a pop-up and being aware of what’s going to happen. It’s all about making it understandable and making them aware of what’s going on.

Input Assistance

Paul: The last guideline under Understandable is Input Assistance. So this is going into the realms of when we do forms, how do we handle errors, what kind of feedback do we give to the user, what labels – are things clearly marked up as labels, are they descriptive of the fields and the forms and that kind of stuff. We’re also talking about help, what additional help are you provided in terms of tool tip and contextual help and anything else that you care to mention. So that’s Understandable, that’s what that principle is driving at.

Robust

Paul: The final principle is Robust. "Content must be robust enough that it can be interpreted reliably by a wide variety of user agents, including assistive technologies." In other words, what we build has to work on everything.

Audience: What about AJAX?

Paul: I think that’s where we get into the realm of progressive enhancement, that it’s fine to use something like AJAX as long as, if the AJAX is taken away, it still operates. Or, you provide an alternative version, the guidelines do actually accept that you can do alternative versions of something. So Gmail is a good example of that, Gmail, it actually doesn’t work if AJAX is turned off but they do provide an HTML only version of it which does the same thing. I’m not a great fan of that because it’s twice as much stuff to maintain, and one version become out of date and all the rest of it. My preferred technique is to build it so it works normally, and then to layer on the JavaScript and AJAX on top of it to provide enhanced functionality, which is what we guys have been doing pretty much all along and we need to continue in doing that.

Compatibility

Paul: So that Robust principle actually only comes down to one guideline which is Compatible, so that’s about maximising compatibility with current… listen to the wording of this… Maximise compatibility with current and future user agents, so we also need to be looking forward as well and predicting the future which is always good. But that’s where it comes back to using solid, good code that is’nt reliant on lots of hacks in order to get it to work, and it goes back to the conversation that we’ve been having recently about browser testing, upgraded browser support and that kind of stuff as well. So Compatibility and Robustness is the last principle. The other thing I should have mentioned with Compatibility is this also includes things like validation, making sure that your code validates, and just generally other markup type stuff.

What, no AAA, AA, A?

Paul: Ok, another thing that might have occurred to you is AAA, AA, A.. Priority 1, 2 and 3. Priority 1, 2 and 3 are still there, there are still those levels of conformance, but I get a real sense from the tome of this document, and this is just my personal opinion, people watching this video who know a lot more about accessibility might jump all over me on this, but my sense is that they were playing down those 3 levels of conformance. To be honest, I think I’m pretty keen on that. I don’t think those levels of conformance have done a lot of good generally speaking, because I think it’s kind of developed a checkbox mentality amongst some of our clients "We must be AA compliant" or "We must be A compliant" and they’re not actually thinking about the needs of the users, they’re just ticking the boxes so they meet some quota that has been established somewhere. One of the things that’s quite interesting, and I’m not sure if it’s a change from WCAG1 or not, I couldn’t find the reference in WCAG1 but again someone will correct me no doubt, but conformance in WCAG2 seems to be on a page-by-page basis. So you’re no longer in a situation where you want to claim conformance so you’re claiming conformance for an entire site, but you’re rather conforming on a page-by-page basis. And this allows you to basically pick-and-mix the level of conformance you want to reach on any particular page which is much, much more sensible because there are some elements where you might be building a particularly complex application that really isn’t going to manage being AAA compliant, whereas the rest of the site is AAA, and this one page isn’t. So it’s giving you the ability to mix and match. In fact, in the guidelines it says "It is not recommended that Level AAA conformance be required as a general policy for entire sites because it is not possible to satisfy all Level AAA Success Criteria for some content. In other words they’re saying it’s just not possible to be AAA in some situations, so don’t even try.

Start With Basics

Paul: So how does this relate to what we do on a day-to-day basis? Well, I think the language we use with our clients pretty much will remain consistent with how it was with WCAG1 which is that we need to start of by encouraging all our clients to start with the absolute basics. A lot of people are put off of accessibility because of the enormity of it, of all the things they’ve got to do. And even to be single A compliant there is quite a lot to do if you’ve got a site that has never been built to be single A compliant before. So I think our attitude has got to be that you work towards this over time, it is an ongoing process, you don’t need to do it all in one big go and that you need to start with the absolute basics, the quick wins, the stuff… you know, it’s the 80/20 rule, 80% of the problems that people are going to encounter from an accessibility point of view is caused by 20% of the accessibility issues if that makes sense. So we can solve a small number of issues but have a big impact on the site. So we’ll start off with some real basic stuff. Things like putting in "alt" and "title" attributes, providing alternatives to media, things like video and audio, being aware of JavaScript and the problems that JavaScript can create if it’s not implemented correctly, providing resizable text so that the user has the ability to either increase or decrease the text size on sites, to build everything to be standards based because that makes it so much easier in future.

Audience: Aren’t we moving away from resizable text?

Paul: We’re moving away from the resizable interface where the whole thing scales up and down, but there’s no reason why we can’t keep the text itself rescaleable. The layers should be able to push up and down. It has to be said with resizeable text, it is becoming less of an issue. The reason it’s becoming less of an issue is because browsers now have this zoom functionality built into them. But I don’t think we’re quite there yet to be able to drop resizable text entirely is my current feeling… I’ve got mixed feelings about it. But the obvious aim we’re going for here is to be single A compliant.

Build Over Time

Paul: So all of this is about building accessibility over time. Taking the guidelines by themselves is not going to be enough, and taking this checkbox mentality that I talked about earlier is not going to be enough. Once you’ve done these quick fixes, the next step on from that is to start consulting with your community. We need to encourage our clients to start talking to their users and find out what accessibility concerns they have. I also think, which I think we’re quite poor at, that we need to start testing with real users some of the accessibility stuff that we do, and the big problem there is persuading clients to pay for that. It’s really hard to get clients to pay for that kind of testing but I do think that it’s a really useful thing to do, and there are organisations out there that provide people you can get in to do testing, or that you can send sites out and they test with them. So, testing with real disabled users is really worthwhile. I think it’s about identifying major issues and dealing with those first, just pragmatic kind of prioritisation of issues, something you do with usability. With usability you look for the quick wins and the showstoppers and those you deal with first, exactly the same with accessibility. Now, what the major showstoppers are for those navigating the site need to be dealt with. And over time you build towards AA and AAA compliance if you can. But you only do that maybe on some pages. The big concern clients have and the reason they get into this check-box mentality of saying "we’ve got to be double A or we’ve got to conform to the WCAG guidelines" is fear, a fear of litigation. Especially our bigger clients, they’re really worried they’re going to get serious issues. But I think it’s important to stress with clients that litigation doesn’t happen overnight. You don’t suddenly have come through the post a writ saying "you need to come into court about this accessibility issue on your site". It doesn’t happen like that. What happens in reality is the user complains. And if the user is repeatedly not heard and not listened to, and not responded to and not cared about and rejected, they get angry enough to maybe approach someone like the RNIB who then take it on into litigation for them. That’s the reality of what happens.

Quick Response

Paul: So as a result, you can diffuse that by responding to complaints quickly. So as you’re building up over time with the accessibility policy, if someone does complain, you need to write back to them and you need to deal with that issue straight up. Ok, so that’s how the client should be dealing with all this and there’s loads more I could say on this but I don’t want it to go on forever.

Headscape’s Approach

Paul: Let’s briefly talk about Headscape and our approach and how we should be approaching the subject of accessibility.

Establish Approach With Client

Paul: Well first of all I think everything that we do in our approach should be in conjunction with the client. I don’t think necessarily we talk enough to the client about accessibility. Some clients are just so bamboozled by it that they want us to take control, others want a say in it and what to be reassured that we’re doing something about it. So I think there’s a dialogue that we need to make sure happens. And if a client just wants us to take control of it, that’s great. If they want to be involved in the process, then that’s great to but we need to engage with the client and talk to the client more about it.

Remain Pragmatic

Paul: The second thing and I think this is really important is that we need to remain pragmatic in our approach to accessibility. Everything I’ve been talking about before like building up accessibility gradually, about doing the quick wins first and the show stoppers and that kind of stuff, that’s all pragmatic. I don’t want us on one hand to ignore accessibility, and it needs to be an integral part of everything we do, but on the other hand you can become extremist about it. We could spend hours and hours trying to get something to work in every conceivable user agent in the world and we can worry about every type of disability to the point where it becomes like a paralysis that stops us actually doing anything. So there’s a real balance that we need to strike here. And we need to strike that with our clients and working with our clients.

Have a rationale

Paul: Now I think it’s worth saying that if we decide not to comply with a guideline for whatever reason, we need to have a rationale for that. So we might not conform even to single A compliance in certain situations, although to be honest I can’t think of any off the top of my head, but if we do decide not to conform, we need a damned good reason why not. In other words, we need to have thought about it. And the other thing about accessibility is that we always think about it at the end of the project. It’s too late by then, we’ve built everything. So it really needs to become an intrinsic part of everything that we do.

Responsibilities.

Paul: Let’s talk about the idea of responsibility here and whose responsibility accessibility is within Headscape. Basically I’m going to say, everybody. One of the absolute great things about WCAG2 is because it’s got this 3 tiered approach, it is "accessible" to everybody. It’s understandable by everybody. So therefore it can be everybody’s responsibility to keep an eye on accessibility. And so this is how I think it should split down.

Sales/Client – Principles

Paul: Marcus and Chris and the Client should be worried about principles. The Operable, the Perceivable, those basic top-level principles. And you should be looking at anything that goes out from the company and going "well is that really operable?" So you can take a very top-level approach to it. And I think as you talk to clients as well you take this very top-level approach to it. That’s the level you guys should be working at.

Guidelines – Project Managers

Paul: Project managers, I think you need to be looking and understanding from the guidelines point of view. So you need to go in and read what those guidelines are, and you need to be sure that you understand them. And as you look at any work that goes out from the company, you need to be thinking "does it conform to those guidelines?" You don’t necessarily care about the nitty-gritty of how those are measured, or the nitty-gritty of how they’re achieved, but has that guideline been met? That’s the level you need to be working at.

Success Criteria – Designers and Developers

Paul: Then when it comes to the designers and developers, you need to get right into these guidelines. And you need to understand the success criteria and how to apply the guideline and how to make them work in practice.

Check Everything

Paul: So basically, we need to be checking everything that goes out the company for accessibility. And I have to say I’m making the mistake of saying this on camera, but I think we’ve got a bit lax recently when it comes to accessibility. We reached a point where it was becoming quite intuitive to us, and we were doing it quite naturally, and then as a result of that, we stopped checking because it was the natural process of what we were doing, and then bad habits start to seep in again. So WCAG2 is a great opportunity for us to say "ok, we need to start reviewing everything we’re doing as it goes out again". So I’d really, really encourage you to check everything.

Needs to be second nature

Paul: basically we need to get to the point where this is second nature to us, so that we’re doing this intuitively again, but not to the point where we’re no longer checking.

Audience: Clients often say "what’s the difference? If I just got for single A compliancy, what won’t my site be reaching?"

Paul: I have to say that I think I would stop talking about double A, triple A and single A compliancy. I don’t think there’s really any value any more in talking about that to the clients.

Audience: I think there is because having the page by page conformance is a really good thing and that we can now argue that yes, we can now make the majority of your site triple A compliant, but for a page full of videos, we can make it single A compliant.

Paul: Ok

Audience: Clients will continue to reference it in briefs. You can’t not talk about it.

Audience: I think it’s actually quite a strong thing.

Audience: is it a page by page compliance, or template by template compliance?

Paul: I think it has to be page by page because the content that goes into the page, into the template, could invalidate it. This is why I think it’s something that should be downplayed. I accept the clients will still talk to us about it, but clients still talk to us about doing speculative design, it doesn’t mean we do it. I think there’s an education thing there whereby we need to move clients away from being obsessed by double A, single A compliance, and to start thinking about accessibility policies. What is there accessibility policy and what is it that they are trying to achieve on their site? Our base mark is going to be single A, it’s always single A, and I think it should continue to be single A.

Audience: but if you don’t talk to them about it, you could argue that less caring clients would just say "well why would I do anything about it, bottom line?"

Paul: Yeah, I said you shouldn’t talk about single A, double A, triple A, but that doesn’t mean you can’t talk to them about accessibility and the improvements that accessibility brings because for people that have got that sort of attitude you don’t want to talk about the disabled if they don’t care about the disabled, you talk about search engines, and that’s the best way to sell accessibility, by talking about search engine placement. That’s the reason you want to be accessible for people who have that kind of attitude. For those that care, and are talking about single A, double A and triple A, you need to say to them "well actually, conforming with any level, it’s great that you want to do accessibility, and certainly single A should be an absolute minimum, but we’d encourage you to start working up an accessibility policy and looking at your site as a whole and say could this area do more in your site, your accessibility policy should do real world testing with real users…" all kinds of things.

Audience: So you think that we should be encouraging large organisations that have accessibility policies themselves that refer to double A, triple A, to try and persuade them to kind of move away from that?

Paul: No, not necessarily, I wouldn’t go that far. Don’t get me wrong, I’m not saying that they’re a bad thing, I’m saying they’re not the be-all and end-all. And at the moment I feel like the vast majority of clients think they are the be-all and end-all. They’re obsessed with putting that little badge on the bottom of the page. And it’s not about putting badges on the page. The trouble with institutions that have these policies of single A, double A and triple A is that these policies are in place for the institution, not for the user. And that’s my problem with them. That’s why I think we should try to break that mentality with clients. And I accept that sometimes we’re going to lose, and that’s fine. Exactly the same goes when we were talking about browser support. I accept sometimes we’re going to lose that battle as well. But it doesn’t mean we shouldn’t try and fight it.

Audience: I just wondered why WCAG2 still does it, because yes, you’re right basically, and accessibility requirements should be based on user requirements and not ticking boxes, so why is it still in there?

Paul: I think it’s in there because… my impression… I hate talking about accessibility on camera! You remember what happened last time in the podcast? It was just a nightmare! I think the reason it’s still in is because some of those success criteria are hard to meet. Some of them are damn difficult. When you start talking about streaming video, you’ve got some difficult challenges there that need to be met. So I think as a result, what the W3C is saying there is that we accept that some of these things are difficult to do. And we accept that you’re not always going to be able to do them, so we’re going to make them triple A. But come on guys, some of this stuff is dead simple and we should be doing it, that’s single A. That’s my impression of the mentality behind it, and that’s a great mentality, but it’s when someone changes that to being guidelines, which is what they are, to being rules, really instilled by Moses and presented to the people. You know it’s not that and I think that’s an important differentiation to make.

Where to Start

Paul: I know what you guys are like, especially designers. Ok I’m making sweeping generalisations here. But, if you guys go along to the WCAG website and you look at the WCAG2 guidelines, it’s horrible! It’s intimidating and it’s scary and it goes on for pages. And there’s a lot of text around it.

Audience: There’s no pictures? (laughter)

Paul: There’s no pictures! The design isn’t even very good. So what I’ve done is I’ve taken that page, I’ve literally all I’ve done is I’ve stripped out the explanation text in front of it, and the waffle at the end of it, and I’ve left you with just the set of guidelines so it looks like a slightly less intimidating list. Not much but slightly. So that’s up at http://www.headscape.co.uk/WCAG2 so if you go to that, you can get just the actual list of criteria. There’s also, on the WCAG2 website, there’s a thing where you can go and you can say my site uses tables, my site uses video, my site has this and that, and you untick the ones that it doesn’t have and it narrows down the list of success criteria to only show you the ones that you need to care about. So you might want to check that one out as well. Ok, so that’s basically all I have to say, are there any other questions before we wrap up?

Questions

Audience: Clients are going to ask us the 1 minute elevator pitch. What’s the difference between WCAG2 and WCAG1? What would you highlight as differences?

Paul: I think there’s a bigger acceptance of things in the world other than HTML, so things like Flash, PDFs, all that kind of stuff, there’s much more reference to that kind of thing. It’s much better written, much better organised. I think it’s more pragmatic. It’s a little bit more… I think it will last the test of time more. It’s hard to pin down exactly what I mean by that. There is actually a document out that talks about the specific differences between WCAG1 and WCAG2 if you wanted to get into that level of detail. And to be honest, I couldn’t tell you what that is yet because I haven’t looked at it in that much depth myself.

Audience: I think you and I do need a couple of the more detailed stuff, to get the guidelines, just one or two examples basically. Something that’s new between WCAG1 and WCAG2, and also some of the differences between single A, double A and triple A. The streaming video is an excellent example.

Paul: Just go along to http://www.headscape.co.uk/WCAG2 and you’ll be able to see those different levels.

Audience: It seems like, an almost unwritten principle, or unwritten in your list of principles. It’s technology agnostic.

Paul: WCAG2 started off as so technologically agnostic that it wasn’t understandable.

Audience: WCAG1, the first line is all about "it must be W3C technologies".

Paul: Yeah, it will pretty much accommodate anything. You know, it talks in terms of audio and video. It doesn’t mention Flash for example specifically, at least I don’t think it does, but it refers to those kinds of things. It refers to documents that are not HTML. I’m saying this as much for the video as anything else, I’m still learning about it as well. So I think it’s going to be a learning process for a while for us to really get to grips with this, and truth be told we probably should have started a little sooner than this, but it’s not radically different from WCAG1. This is as much getting us back into the habit of thinking about accessibility as anything else really. Ok?

Audience: 1 more question. Are they new Keynote animations?

Paul: Yeah, they are new Keynote animations.

148. Recession Cheer

Posted in Classic shows on January 13, 2009 by Paul Boag

On this weeks show: Surviving the recession with Andy Budd, providing effective browser support and free boagworld consultancy.

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Housekeeping

Unfortunately we have a bit of housekeeping to get out of the way before we begin:

Boagworld Christmas Appeal – I really want to thank everybody who gave so generously to this year’s Christmas Appeal. You guys have raised over £2000 for Sarah and Simon’s work in India and they are both over the moon. This money will allow them to provide better facilities for the growing number of children they work with, and doubles the amount raised last year.
Transcribers – After such an amazing effort for the Christmas appeal I feel bad asking you for more. However, we really need people to help transcribe the podcast interviews. We believe it is important to make our show as accessible as possible and we need your help to do that. If you feel you could help or have questions about what is involved email Ryan Taylor at [email protected].
.net Magazine offer – Fortunately my next piece of housekeeping allows me to give something back to you guys. I know you love the offers and competitions we run from time to time and this is a particularly good one. .net magazine have been kind enough to offer boagworld listeners some massive discounts on their annual subscription. In case you haven’t heard of .net magazine it is the UKs premier web design magazine and has some truly phenomenal content each month. If you are based in the UK, you can now get the magazine for 50% off. That is only £9.75 every 3 months. In the USA the discount is even bigger at 54%. That means an entire years subscription is only £64.99. In the EU you pay £55 for a year and the rest of the world pays £67. Those are excellent prices for a really good magazine. To take advantage of these offers visit the special boagworld offer page.
Free consultancy – My final piece of housekeeping is a little competition we would like to run. We are always giving away other people’s stuff but never give away anything ourselves. To rectify this problem we are giving away a day of our time to a lucky winner. Myself and Marcus will provide a free days consultancy where we will dispense advice on ways you can take your website forward. If you are interested in entering, email myself by the end of January. Include your name, company (if you have one), URL and why you want our help. We will pick the most deserving case and contact them at the end of the month.

News and events

Obviously a lot has happened in the world of web design while we have been on our Christmas break. To make matters worse, I must confess to not following the news while we were away. I have therefore gone for the first four stories that caught my eye. Apologies for the lack of professionalism!

A roundup of 24 ways

Way back in show 146 I mentioned the return of the 24 Ways website. As I explained on that show 24 ways is an advent calendar for web geeks. Each day throughout December they publish a daily dose of web design and development goodness to bring a little Christmas cheer.

As I said before 24 Ways is without a doubt one of my favourite web design sites. However, it does have one fatal flaw – it releases one article every day throughout December and I just can’t keep up. December is always mad with clients wanting stuff wrapped up before Christmas and people taking holiday felt right and center. I simply do not have time to read everything they publish.

Fortunately their archive of articles are still all waiting for me on my return and make perfect reading as I struggle to return to work.

This year has a truly bumper crop that I cannot wait to get into. The top titles that have grabbed my attention are:

Sitewide Search On A Shoe String by Christian Heilmann
The IE6 Equation by Jeremy Keith (Deciding when to support IE using Algebra!)
The First Tool You Reach For by Kevin Yank (A look at CSS tables)
Making Modular Layout Systems by Jason Santa Maria (Gaining greater flexibility in laying out content)
Shiny Happy Buttons by John Allsopp (Styling HTML buttons without resorting to images)
Recession Tips For Web Designers by Jeffrey Zeldman
Contract Killer by Andy Clarke (Writing the perfect contract)

Most of these I have yet to read but they promise to keep me entertained and informed until next year.

WCAG 2.0. is official

Probably the most significant story while we have been away is the release of WCAG 2.0. WCAG 2 has taken an age to be released but has also come a long way from its controversial beginnings. When I read some of the initial drafts it was horribly complex and anything but accessible. However the final release is extremely well thought through and communicates complex concepts and ideas in an easy to understand manor.

I think what impresses me most about WCAG 2 is the way the guidelines are conveyed. It has four layers of guidance which include:

Principles – These are broad principles of accessibility which need to be understood by everybody. If you had to explain web accessibility to senior management you would probably talk in terms of these top level principles. They include the need for a website to be perceivable, operable, understandable, and robust.
Guidelines – There are a total of 12 guidelines organised into the 4 overarching principles. These are ideal for website owners or project managers that need to understand more detail on how to achieve the broader principles but do not need to understand the technical detail.
Success Criteria – For each guideline, testable success criteria are provided that allow designers and developers to know specifically how to conform to a guideline. These are the equivalent of the WCAG 1 guidelines and are still organised into Priority 1, 2 and 3.
Techniques – Finally, designers and developers can also access techniques that may help them to fulfil the success criteria but are not in themselves mandatory.

It is a very logical approach and makes it easy for anybody to understand how to make their site accessible. With these guidelines now official it is important that you begin to learn about these guidelines now, even if you just start with the 4 broad principles.

Issuu Smart Look

From WCAG 2 to something that encourages website owners to ignore accessibility! I often find myself torn over whether to share something on this show or not. Part of me wants to teach and encourage best practice, but another part is more pragmatic and accepts that sometimes we have to compromise. The next item is an example of the latter.

Website owners love to post PDF, Word files, and Powerpoint presentations on their site. It is quick, easy and gets their content online with minimal fuss. However, it creates accessibility problems requiring users to have appropriate software or plug-ins. It also makes it hard for search engines to index their content and increases demands on bandwidth.

If you are a website owner and you do this – stop it!

That said, if you have no choice or you are a web designer being forced at gunpoint by your client, then there maybe some hope.

Document publishing site Issuu has released a promising Javascript tool called Smart Look that allows users to view PDFs, Word files and Powerpoint presentations in much the same way you would view an image using one of those Javascript overly script.

The best thing about the service is that it involves very few changes to your site. All you have to do is copy and paste some Javascript into each page. Your downloads will then be miraculously presented in the new format.

A List Apart discusses content

Finally, I wanted to mention two articles posted on A List Apart over the Christmas break. Both article tackle the subject of Content Strategy. Without a doubt content is the most ignored aspect of our websites and yet is also the most important. It is great to see the profile of content increasing and seeing sites like A List Apart promoting it.

However, I do have doubts about the way content specialists are promoting their work. This particularly shines through in the two recent List Apart articles. First, there is an obvious sense of frustration that people do not value their profession. This is entirely understandable. However, sometimes it comes across as them ‘justifying their own existence’ rather than emphasising the value of content. Second, and probably more significantly, they seem to be fracturing their profession into more and more specialist areas. Where once there was a content editor there are now content strategists, copywriters, editorial specialists, content analysts and more.

Although this specialisation is not out of line with the way the entire web design sector is moving (after all once upon a time a ‘web designer’ built your entire site) I don’t believe the majority of clients are ready for this complexity.

Everything I read in these two posts was excellent, but both struck me as expensive and complex. I still struggle to convince clients of the value of investing in content and I don’t feel these articles do anything to aid that cause. Of course, that wasn’t really their aim. However, what I need is a simple and coherent argument for investing in people to write good copy before we start breaking the skillset down even further.

That said, these are great articles and certainly worth reading, if for no other reason than to understand the importance and complexity of our content.

Feature: Effective Browser Support

Browser support should focus on usability and accessibility rather than pixel perfect design. Sites should render in all browsers, but provide advanced features and aesthetics to those which can support it. Read More

Interview: Andy Budd on how to recession proof your business

Paul: So here we are a new year and our first interview of the year and who else would we get on the show except Andy Budd? Hello Andy.

Andy: Hi Paul. How are you doing?

Paul: I’m doing very well. It’s been so long since we’ve had you on the show. Probably for good reason.

Andy: Are you running out of guests or something?

Paul: Yeah, we’re just having to repeat now, endlessly. There’s only three people that can string a sentence together, that’s the problem, of which I am not one of them.

Andy: Aww, you do yourself a disservice.

Paul: So we thought we’d pick a nice cheery subject. Me and Andy had a little chat earlier about what subject we would talk about today and we thought, "New year, new opportunities, exciting times, let’s talk about the recession and the economic downturn." So here we are. Everybody’s been going on so much at the moment that it’s all doom and gloom and I have to say, I don’t know about you, but you know I’m seeing with regularity on twitter people saying, "I’ve just been made redundant," and it’s a bit of a scary time, isn’t it really?

Andy: Um yeah I think it is. I think a lot of people at really good companies, really good people at Yahoo! and whatever have been made redundant in the last few weeks. Last.fm have been having redundancies as well and it’s like, "Oh wow, really smart people are being made redundant," so it is a bit of a worry for everybody I think.

Paul: The trouble is, everybody’s a bit cagey, aren’t they about their own situation and what’s going on so I thought, "Let’s talk a little bit, try and clear up some of the mystery around it," and I thought, "Let’s start by talking a little bit about our own experiences," you run a small agency, I run a small agency. I mean from our personal point of view at Headscape we have seen a little bit of a downturn. Not dramatic. You know I keep kind of waiting for the other shoe to drop and everything to dry up but certainly we’ve seen maybe a slight reduction in the value, the budget that people have and they seem to be taking longer to make a decision and thinking more carefully about what they’re doing. Is that similar to what you’re experiencing with Clearleft or is everything lovely with you guys?

Andy: No, I think that’s probably very similar here. I mean I know sort of before Christmas we really hadn’t experienced much of an effect at all, in fact kind of October, November, December, particularly October – November, was the busiest time we’ve ever had as a company. We were kind of really really rushed off our feet, but things have slowed down now. I guess the difficult question though is, "What have they slowed down?" I think in part it’s because of the recession, but partly it’s because people have been on holiday over Christmas and stuff so I think the real what we just need to see is what’s gonna happen over the next few months. Christmas is one big milestone because obviously a lot of companies their financial years end on the calendar year and they will start to get new budgets at the start of the new year. So what normally happens is January is usually quite quiet anyway and it starts to pick up toward the end of January when people have now got their budgets and they’re setting their schedules and their priorities for the coming year. Another kind of key point is March. You know March – April when a lot of other companies’ financial years kick in. So I think we need to kind of give it a couple of months, give it until March and then we’ll have a much better idea about the effect it’s had on clients’ budgets. But yeah, I would agree. I think people are just more cautious. I think all of this discussion about doom and gloom, frankly a lot of the reason why we are in the situation we are at the moment is because of media. The more people worry about this stuff, the more cautious people are going to be and it becomes a bit of a cyclic effect. But yeah, I’d say the same. I’d say clients are being a bit more cautious. We haven’t had too many issues with companies. We had one Icelandic bank that pulled out of a project in November which was quite amusing. They contacted us like a week before Iceland, kind of, you know, blew up. And we were like, "Yeah, we could have seen that coming," but apart from that it’s OK. Slackened off but it’s seeming to be OK at the moment.

Paul: So what about you? You’re talk about clients being cautious. What about you at Clearleft? Are you guys being a bit more cautious in what you’re doing? You know, your outgoings and that kind of thing?

Andy: I think we’ve always been reasonably cautious and I think that hopefully will set us in good stead for the next six to nine months. One of the things that we were really really conscious is running a good stable business and we’ve seen a lot of scare stories from the last .com boom with companies growing really really rapidly. They’d basically expand as much and as fast as they possibly could to fulfill the demand. That’s really great in the good times when people are throwing money and projects at you, but as soon as the projects dry up you’ve suddenly got a lot of mouths to feed, and I don’t think that’s necessarily true of Yahoo! but I think it’s probably true of some of the startups like Last.fm. You know, Last.fm have grown hugely over the course of the ten or twelve or eighteen months, and then all of a sudden when people start reigning in their budgets there’s not the work out there and they have to make people redundant. I think we’ve always tried to grow at a steady rate, you know we’ve been through boom times where we’ve been literally turning work down and we could have hired another couple of developers, couple of designers easily, but we chose not to because we didn’t want to get into that situation of the work drying up and not having any business. So yeah, we’ve been fairly careful how we’ve grown.

Paul: Do you think there’s, I mean, the kind of other side of the coin is to take the approach that perhaps Carsonified have done where they’ve actually been proactive in cutting their overheads by admittedly laying off staff in preparation for what is to come. I mean, you know I don’t kind of want to get personal about the guys at Carsonified but that’s certainly an approach that someone like Jason Calacanis would recommend. That actually before things get too bad you should shrink your business so that you’ve got you know, "a long runway," as he puts it, of money behind you over the long period. Is that and approach that you would consider? Well obviously you’re not going turn around and say, "We’re going to lay off all our staff now," but do you know what I mean?

Andy: Yeah, absolutely understand the question. The answer to that is, "Absolutely not," but it’s actually a two-part question. Um, you should, if you’re running your business well, you should ideally have a certain amount of money in the bank to cover operating costs. Now again, one of the things we were very clear of when we set up Clearleft is we would always have, would always aim to have six months of operating money in the bank. Now it’s not always like that. Sometimes it’s four months, sometimes it’s five or six. But that’s kind of what we try and aim to do. So before taking any money out of the company, before buying a nice car or giving ourselves a bonus we try and make sure that there’s enough money in the company that should we lose a couple of clients or should anything bad happen we can carry on paying people’s wages. I think in this industry, in the web design industry it’s all about people. We can’t build good products, you can’t build good services without having good people. So it’s the people that make the companies, it’s the people that make the industries, and I think as the boss, I think as an employee you have to put the good of your company and the good of your staff ahead of your own personal gain. So I think there are two ways of running a company. I think some people run a company almost like a general that commands their troops from the back of the battle front where they send all these people out ahead of them and they get picked off one by one until eventually you’re the only person left. I actually think as somebody running a company you have to take charge yourself and I would much prefer to lose, I would definitely cut my lifestyle and cut my wages before I would let anybody go in the company because you start slashing staff now and then when times are good you have a hiring problem or you get known as a company that will just sacrifice their staff. And I’m not speaking about any particular companies specifically but I think it’s important to realize that the wealth of your company is in the people that work for you. So yeah, I would always consider that as a last option, not a first option. Might not be good accounting sense. I’m sure if you’re just looking at sort of the figures, it might not be good from an accounting sense but people come and work with you and they stick with you through the good times and the bad and I think you’ve got to afford them every opportunity so that’s kind of my philosophy.

Paul: I think to some degree it could be good from an accounting sense as well. I mean it’s very easy to underestimate the cost of rehiring staff. By the time you take into account finding the people in the first place, that often involves going to the dreaded recruitment agency and the horrible costs and pain of that, you know if you don’t have a big network of people you can draw on. But also the cost in time of interviewing and all of that kind of stuff can really mount up so I guess to some degree it depends on how long this goes on, if it goes on at all. I mean we’re still waiting for something to happen. I can understand the whole philosophy about having a runway if you’re a startup company without regular revenue that’s dependant on venture capital or whatever but if your business is like an agency or if you’re a freelancer or something like that then hopefully you’re going to continue to have revenue coming in from work.

Andy: Well I think if you’re running your business responsibly you need to make sure that there’s always a runway. There’s some proverb or fable about making hay while the sun shines or whatever. You need to try to put a bit of a war chest, for want of a better word, in the bank or you’re getting good money because you know times, you know winter is coming and you need to kind of buckle down, but some people just go and as soon as they’ve got money they go and spend it on nice cars, nice apartment, holidays or whatever and as soon as things start to get tough then you’re in difficulty. But yet like I said I think you should always have a bit of money in the bank. You shouldn’t expand too quickly and I think if you end up hiring a large number of staff and then letting them go sort of shortly afterward it’s probably an indication of you probably shouldn’t have hired that many people so quickly in the first instance so it’s difficult. I don’t think there’s any right or wrong way of doing this. Everyone’s got their own approach.

Paul: I mean of course a lot of the people listening to this show aren’t going to be running their own businesses anyway so that kind of comes on to another question about if you’re working somewhere at the moment what should you do? Are you better off just tucking your head down and hoping that things go well in the company you’re working for or should you look at maybe now is the time to start your own business. I mean there was an interesting article by Drew, isn’t there, about you know the myth of stability and that actually you’re almost more stable being in control of your own destiny as a freelancer cause at least you know what’s happening with your business in preference to being employed. So, what advice would you give for people perhaps worried about their job at the moment?

Andy: That’s a difficult thing. There’s always been this myth that if you go and work for a big company there’s stability but I think recent events have shown that’s not true. If you’re running your own company you obviously have a much better understanding of what’s going on and you’re much more able to control the near future. Obviously you can’t plan too far ahead because most web design companies only book up projects three to six months in advance. So you can only really plan financially up to a certain stage but I think it’s good running your own company to a certain extent because you have a bit of a master in your own domain. You know what’s going on. On the other hand there is a certain level of security of working with a company, at least in the UK, a large company particularly because if you do get made redundant you get a redundancy package. If you’re a good productive member of the community or productive member of the company there’s a good chance they’ll try to rehire you in a different role. So I don’t think there’s any certainties there.

Paul: Do you think it would be a ridiculously stupid time to go freelance?

Andy: I think it’s a difficult time to go freelance. I think the problem at the moment is that there’s a lot of people freelancing in the industry and there’s a lot of people who are just not very good. I hate to say that but I think there’s a lot of people who are getting by at the moment on a subsistent wage who are a bit too much of a jack of all trades and a master of none and are kind of operating in a slightly more bottom end of the market. So I think that one of the first things that’s going to happen with the economic shift is the bottom end of the market is going to get even tighter and you’re going to be finding it really difficult if you do a little bit of PHP and a little bit of HTML, a little bit of design, a little bit of this, and a little bit of CMS stuff. It’s going to be a lot more competitive. However, if you’re really good at one thing, if you’re a really awesome designer, if you’re a really awesome coder, if you’re a really great Rails developer, if you’re a great User Experience person, if you’ve got a real skill that you’re well known for there is always going to be a market for good people. There’ll be more people on the market. There’s people being made redundant from Yahoo! and other companies who are really really good at what they do so it’s gonna get more competitive so I wouldn’t necessarily say that it’s a good opportunity for people to necessarily go freelance unless they’re really really talented and have a good existing stream of revenue and they know a lot of people but I think there’s opportunities in other areas in terms of setting up your own projects and doing startup and doing work outside the office. I think there’s interesting opportunities there.

Paul: So if there are people listening to this show that are going, "Crap! He’s just described me. I’m a freelancer that works on that kind of bottom end of the market." What should these guys be doing? How can they go about improving their position?

Andy: I think again while the industry was going at a rate of not to new, last year there was so much demand for people, companies, clients would hire anybody no matter what your skills were. I think now we’re in a situation where to really stand out you’ve got to be good at what you do. You’ve got to be highly skilled, and I think people need to see training as an investment. I think we’re really bad as an industry of investing in ourselves of investing in our own personal development. We’re all very happy to go spend £500 on an iPhone or £1000 on a new Mac but spending 500 quid on a training course, people go, "Well that’s just a waste of money," but I don’t think it is. I think you need to invest in your personal development and your professional development so I would say figure out what it is you’re really good at, figure out what it is you enjoy and then see if there are training courses go on or conferences you can attend that can help teach you those skills.

Paul: You missed a perfect opportunity there to pimp UX London, didn’t you there?

Andy: I guess so, yeah.

Paul: You’re just too nice. Tell us a bit about UX London, Andy.

Andy: A lot of what we do again, you know me and you know what the company’s like. A lot of what we do isn’t necessarily about our gain as individuals just purely from a financial point of view. We run conferences like dConstruct because we want everybody in industry to benefit. We want people to get better at what they do, to produce better websites and I think by doing that everyone benefits. And again UX London the whole purpose of UX London, it’s a conference we’re organizing in London in June it’s a very targeted conference. It’s much smaller numbers than dConstruct. It’s 160 people and it’s a real education-based event, to teach people how to be really good User Experience designers, User Experience developers, information architects and usability people. So we’ve got some of the best speakers in the industry coming over. We’ve got Don Norman who’s like the Godfather of User Experience, we’ve got Dan Saffer, we’ve got Peter Merholz, Jared Spool, Jeff Veen, we’ve really had an opportunity here to play fantasy league conference and put together the kind of event that we wish that we could have gone to five years ago. Particularly User Experience is a growing field and I think within the recession or within the looming economic crisis, companies are going to be spending less and less or are going to be able to spend less and less on acquiring new customers and where they’re going to need to spend their money is satisfying existing customers and making sure that the customers that they’ve got don’t go to other brands, other companies and are much better at converting and User Experience is one of the ways we can do this. So I definitely think if you’re interested in getting into the User Experience realm going to something like UX London would be a great opportunity. It’s essentially three days of workshops and practical hands-on stuff. I mean it’s not just a standard talking head kind of conference it really is getting in there and learning new skills. Not just UX London, there’s all kinds of conferences and events out there, there’s all kinds of training courses. There’s development training courses, there’s usability training courses, there’s designing courses, but pick something you’re really passionate about and get really really good at it and if you get really good at it people will find you. There is still a massive demand for Rails developers, there is still a massive demand for good visual designers and there’s still a massive demand for really good UX people and I think those three practices are going to get more and more important so yeah that’s what I’d say.

Paul: You said something there about if you get really good at something people will find you. Do you think that that’s actually going to remain true or are we going to have become more active at going out there and finding work? I mean to some extent people like you and me are we not a little bit spoiled because we’ve already built up this reputation, people are aware of us, because in my case because of the podcast, because of your book and the various things that you do. Is that all that you do to win business? Write a book or put on a podcast? There’s got to be more to it than that.

Andy: It doesn’t hurt, I can kind of say that but that’s the situation we’re in now obviously but the reason that we were able to do this, the reason that I was able to write a book and you were able to do the podcast was because five, six, seven years ago we just sat around writing blog posts about what we were passionate about, what we were interested in and the Internet has an amazing capacity for putting like-minded people in touch, whether it’s through your blog, whether it’s through your twitter stream, whether it’s through meeting people at conferences. I mean again, going to a conference is a great opportunity to network and meet people and I think there’s a community in the Web and you need to be a part of it. If you’re not part of it, if you’re just sitting on the fringes then you’re going find it a lot more difficult to pick up work, but if you throw yourself into this community and actively participate it’s not that difficult, if you’ve got a skill, if you’ve got a talent it’s not that difficult to make people aware of it. You do have to do a bit of promotion though, you do have to write some articles or contact a magazine and say, "Hey do you mind if I write something for your magazine?" Or go around to some of your favorite bloggers and leave messages on their blogs and write to them and say, "Hey look, I’m doing this, that and the other." I’m probably going to get inundated with responses now but we’re always on the lookout for really good people. Despite the number of people working in the industry we find it really difficult finding good visual designers we find it really difficult finding good Information Architects and we find it really difficult getting good front end coders. We see a lot of average people. There’s a scary number of really bad people out there, but finding good people is difficult and we’re not just falling over people in the street. I’m spending a lot of my time actively asking around and asking friends and contacts and doing searches on Google for people so if you make yourself available and you go out of your way to put yourself in that situation it can only be of benefit. I was talking to you before we started the podcast about something we’re doing at Clearleft is that we run an internship program and part of the purpose of this internship program is to get people that haven’t had that commercial experience, that maybe have just left University after doing a graduate degree or maybe are in the middle of a Master’s Degree or maybe are just transitioning to a different career area and maybe they were starting off doing more design and they want to get more codey or they were a coder and they want to do more information architecture and actually having the opportunity to go and work for a company for ten weeks is an amazing training opportunity, sorry if I sound like I’m promoting myself a bit too much but we had a really great guy come in over the Summer a guy called Amild who was from Sweden and he was part way through a University course and in the Summer he came over and he worked for us for ten weeks and he got to work on real-life projects he got to sit down and program with Natalie and argue semantics with Jeremy and be involved in every single part of the process and doing that, you get so much knowledge and training out of going and working hands on like ourselves or yourselves, much more so than you’d probably get doing little side projects over the course of a couple of years I mean I know we’ve had a couple of interns now and the amount of stuff that they know when they leave working with us is two or three times the amount they knew when they came in and actually ironically people come to Clearleft quite often a little bit cocky because they’ve heard about us and they know we’re good at CSS and Web Standards and they come in thinking, "Yeah, I do this," but when they sit down with someone like Natalie and she explains all this stuff their eyes and their universe ends up opening and it’s like, "Oh my God I didn’t know this stuff existed. I didn’t know people would go to so much effort to craft a nice, well designed, well put together website." So yeah we’re running an internship for Spring so if anyone listening out there wants to come work down in Brighton in the Clearleft offices for ten weeks and is really interested in good front end code and HTML and CSS then please go to clearleft.com/jobs and there’s some details of the internship there. We’ll be running it again during the Summer maybe May, June July time. At the moment we’re looking for a front end developer to be an intern. The last intern, the last before one intern we had was more of a User Experience person, we might be looking for design intern next we might be looking for a bit more of a generalist so I can’t really tell you what we’ll be looking for in the Summer, but at the moment yeah we’re looking for a front end developer to come and help us out.

Paul: I think as well, if I was in that position to have the guts to just approach random companies and I get people contact me regularly asking whether we do internships which we occasionally do and a lot of time I’m having to say no to people, I don’t mind them writing. Having the guts to approach a company to say, "I really like what you do, I’d love to work with you." I think that’s great. You’ve just got to go for it and put yourself out there whenever possible.

Andy: Absolutely. If you’re trying to get work, send your CVs around, drop people emails saying "Hey, I’m a freelancer. I’m doing this. I’m doing that, " and stay in touch. It’s really difficult for you as a business owner to keep in your head of who’s available, you don’t have a clue who’s available when and the people we end up working with, the freelancers we end up working with, you work with them once and you probably never let them go again because they’re usually really good. They’re usually awesome and once they start working with us, we stick by people. So it’s worth once you send your CV to someone, drop them a line every couple of months, every time you’ve updated a website or you’ve done something you think is particularly interesting and just keep on the radar and the more you keep doing that, the more you promote yourself the better it will be.

Paul: Of course that works very well if you’re a freelancer, this whole thing of getting involved in the community and building relationships and all of that. It’s great if you’re a freelancer where you’re working for someone like Clearleft or Headscape in that kind of relationship but what about people that are working directly for clients who aren’t part of the Web Design Community? They stand outside of that, have you got any advice for engaging with them, how to find out about what jobs are out there, how to get on those tendering lists and that kind of stuff?

Andy: Well you don’t need to be getting on tendering list I’d say because most organizations that have tendering lists have got a lot of hoops that you need to jump though, it’s very time consuming, there’s usually financial constraints about how big you are as a company, how many staff you’ve got, all that kind of malarkey which I’m sure you’re very familiar with. I think it’s really difficult as a freelancer. I think there’s a glass ceiling in the kind of scale and size of work you do. I think it’s tough. I think you end up doing smaller projects but lots of them, usually for not a huge amount of value and so it’s really difficult when somebody big comes along and says, "Show me the last big project you did," and it’s, "We haven’t really done any because I’m a freelancer and I’m working directly with clients," so the way you can get experience and exposure of working with larger clients is to go and be a freelancer with agencies and actually if you’re a freelancer it makes much more sense to try and approach two or three decent agencies that continuously pass you work than it is to constantly try and get small £1000, £2000 projects. Then also if you’re doing that you’ve got a lot of marketing to do, all of the accounting, the bill chasing, it’s a lot harder and like you say I think it’s gonna get a lot tougher at that end of the market so yeah I think being a freelancer you’re probably best off targeting agencies if you want a more stable income.

Paul: Here’s a tough question and I certainly don’t know the answer to this so I forgive you if you don’t either I mean we’re seeing people being made redundant at the moment, we’re also seeing people that have gone through years of University training going, "I’m gonna become a Web Designer," and they’re stepping out into probably the worst economic situation since the .com bust for web design. What are these guys supposed to do? How are they going to go about finding a job? Does this just come back to the networking issue again?

Andy: I think we’re in a really interesting position. We’re in a really tricky position for a lot of recent graduates. When me and you started doing websites, or when I started doing websites the designs I was producing were rubbish. It really was terrible. The markup was terrible, the design was terrible, but luckily every other website out there was also equally bad so we weren’t worse or better than anyone else we were just meh. As we’ve matured and as the web’s matured we’ve got better at what we do, we got better at the stuff we produce. I went to a local agency in Brighton that kind of supports the local digital markets had a portfolio clinic last year where they had people fresh out of University and the quality of the designs they were producing was about the same level of the quality of design I was producing when I came into the market, but the problem is the bar has now been set so much higher so it’s really really tough. If you go into a three year degree where you spend one semester learning Dreamweaver, one semester learning Flash, coming out built a really lovely Flash animation of a monkey riding a bike and thinking, "OK, I’m gonna get loads of work with my great Flash animation skills," you’re gonna be coming into quite a harsh marketplace. What you need to do is you need to train yourself. You need to up skill. You need to do as much work as possible. You need to get your skills up. You need to get your design up. You need to specialize and to be really good at one thing. Be really good at design. Be really good at HTML and then you’ve got a chance of getting a foot in the door. Internships are good, training are good, but you need to have innate skill and actually in a kind of a weird perverse way I think the shake out is possibly good for the industry because like the last industry shake out is a lot of people who probably shouldn’t have been working in this industry, who didn’t have the passion ended up losing their jobs and going on and working in another industry, but people that stuck with it are the people who are good at it and passionate about it, stayed with it and survived through it and so I don’t think it’s necessarily a bad thing. I think there’s a problem with education that is trying to convince kids that they can go through a three year Bachelor’s Degree and come out and get a job. I think the industries that are going to be hardest hit in this recession are obviously financial industries are kind of stuck, or kind of enterprise level applications that any people working at enterprise apps are going to find it tough. I think people that are working in particular vertical markets, if you’re just a company that just solely focuses on doing startup business, the startup funding is drying up. It’s not gone completely and there’s a big argument to say that actually in times of economic recession that’s the time you want to invest in innovation, you want to invest in startups because once you come out of that recession you’ve got a product that’s ready to go that has been developed for a lot less money because resources are much more prevalent. You can hire developers much cheaper now and if you can start building your ideas up now very very cheaply, come two years time you’ll be two years ahead of the competition and if you’ve got a really really good idea you’ll come out of the market ahead. But I think at the moment if you’re only focusing on developing sites as startups you’re going to have a problem, you need to have a diversified portfolio of clients. I think the other thing is if you’re focusing on getting the majority of your income from just one or two big companies and that is quite common particularly in the entertainment industry. I mean are these Flash games developers or Flash entertainment sites developers that will just work with one or two large media brands. If suddenly they start pulling back on their funding you lose one client that is worth thirty percent or forty percent of your revenue you’re gonna be stuck so I think as a freelancer coming out of the industry it would make sense to focus on where there is growth in the market where the market’s stable. I don’t think it’s in producing Flash games necessarily and I don’t think it is producing multi million dollar blue chip corporate websites I think it is in creating websites that show real return on investment and that is in usability and accessibility, that’s web standards that’s understanding the psychology of human behavior. It’s all those kind of things we’ve been talking about for the last couple of years are becoming even more important.

Paul: You said an interesting thing point though. You talked about innovation and I think that’s quite a good place to end though all of this situation is going to effect innovation and kind of the evolution of the Web, do you think these kinds of slow downs will affect the growth of the Web?

Andy: It’s obviously going to affect the growth of the web because by the very name of recession it means growth of the economy isn’t growing it’s receding so I don’t think it’s going to be a time of growing much I think companies, large companies particularly are going to be taking stock and focusing on what they do well, their core assets. However I think what happens is it provides space for smaller companies to grow so you’ve now got these big companies competing for the same market as you so you can come up with new innovative ideas. You can come into the market much quicker. You can do it much cheaper. You are much more able to spot gaps in the market or gaps in the experience curve you know you’ve got a lot of companies doing this. You’ve got people like TripIt who have seen that there’s a gap between buying tickets and managing your calendar so identifying a gap in the market, "Because the airlines aren’t helping manage your trip, we’ll help you manage it for you," I mean dot was doing exactly the same thing so I think if you’re smart, if you’re clever and good at what you can do and you can see opportunities, there will always be opportunities, big companies going out of business, people cutting back on their R&D, people cutting back on their spending gives you an opportunity because it means less competition in the marketplace, there’s more available talent, there’s more available attention which is a big thing. You can grab people’s attention doing something different. There’s opportunities for making people money, in times of recession people are going to want to save money so if you can come up with an app that helps people save money, helps them, obvious examples are big slew of apps at the moment revolving around either managing your finances or getting better deals on car insurance all this kind of stuff, anything that can actually make people better off or more efficient. Productivity apps I think are gonna thrive.

Paul: Thank you Andy! That was both good and depressing at the same time!

Andy: Oh thank you. I’m glad talking to me you find depressing. Cheers!

Paul: Actually it isn’t depressing. I’m very upbeat about the coming year. I feel that, "OK, we are in an economic slowdown but it does provide lots of opportunities." Even being made redundant has its upside. As somebody that was made redundant and then went in to set up Headscape I really know and understand that these things can be turned to good so I think yeah, I’m positive about the coming year although hopefully I won’t be made redundant from my own company because that would be embarrassing. So there we go. Thank you very much Andy! We’ll get you back on the show soon and Happy New Year!

Andy: Happy New Year to you too and to all the Boagworld listeners out there!

Thanks goes to Todd Dietrich for transcribing this interview.

147. Ho Ho Ho

Posted in Classic shows on December 13, 2008 by Paul Boag

This week on Boagworld: IT’S CHRISTMAS!

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This week’s Boagworld is our live Christmas special recorded via ustream.tv. It is our last show before the Christmas break. We return on Wednesday 14th January 2009!

News and events

Kevin Rose’s Christmas Shopping list

Later in the show we are going to share your top geek gifts. However, before we do that I thought we would start with Kevin Roses’ list to Santa.

Kevin has posted his top 10 gifts for geeks and it makes interesting reading. His list includes:

Amazon MP3 Gift Certificates – Notice this is not iTunes
A USB Drive that can go through the wash and survive to tell the tale
A clever little box that can stream Netflix films to your TV
A kit for getting you into building your own electronics
A HD flip camera
Some awesome luggage that is perfect for conferences
An insane all in one printer with touch screen
A Drobo
A micro tool with 19 different functions
A Casio slow motion camera

I whole heartedly support the inclusion of the Drobo in this list and I love the look of the luggage. However, personally I would prefer iTunes vouchers because then I can waste even more money buying Apps for my iPhone.

20 signs you don’t want that web design project

Admittedly this next post is not very festive but it brought a smile to my lips and isn’t that what Christmas is all about?

Zeldman goes all ‘ba humbug’ this week when he shares 20 signs that you do not want that web design project. There are some real gems in here. My favourites include:

A previously uninvolved marketing guy starts telling you, your client, and your client’s boss that the minimalist look “doesn’t knock me out.” A discussion of what the site’s 18-year-old users want, backed by research, does not dent the determination of the 52-year-old marketing guy to demand a rethink of the approved design to be more appealing to his aesthetic sensibility.

At meeting to which you have traveled at your own expense, client informs you that he doesn’t have a budget per se, but is open to “trading services.”

Client begins first meeting by making a big show of telling you that you are the expert. You are in charge, he says: he will defer to you in all things, because you understand the web and he does not. (Trust your uncle Jeffrey: this man will micromanage every hair on the project’s head.)

Very funny stuff and sadly, depressingly true. Nice to know even the mighty Zeldman has to deal with this kind of thing!

2008 on the Web: The 20 Key Events

Our final story for this Christmas show comes from Mashable. They share with us the 20 key events that have shaped the web in 2008.

You get a lot of these retrospectives at the end of the year but this is actually a very good list.

According to Mashable some of the key events of 2008 include:

The presidential election being fought online
The growth of data portability
The Apple apps store
Citizen Journalism
The Facebook redesign
The economic downturn
Streaming TV
Twitter
Microsoft and Yahoo!
Justin.tv suicide
Rick Rolling

The complete list and more detailed analysis can be found on Mashable.

It makes interesting reading if only to reinforce how fast things move online. In one year so much has happened. It makes you wonder what 2009 has in store. No doubt we will have a plethora of predications in January.

Geek Gifts this Christmas

On last years Christmas show we shared our ideas for the perfect geek Christmas gift. This year we thought it might be more fun for the Boagworld community to share their ideas.

You guys have submitted and voted on some great suggestions and here is the top 10:

A new Macbook Pro
Adobe CS4 Design Premium
iPhone 3G
Marcus to play his guitar
A Nintendo Wii
A moleskin notebook and Lamy 2000 pen
Apple TV
Nikon D300 DSLR
New iMac
USB slippers

I was a bit gutted to see that ‘A decent joke from Marcus’ didn’t quite make it into the top 10 list. However, I thought it deserved a mention anyway :)

Other entries worth a mention include a netbook, A job and the Website Owners Manual!

Boagworld Christmas Appeal

Last year I decided at the last minute to raise some money for a charity on the Christmas show. The Charity we chose to raise money for was called the Bethesda Project. It is a school and children’s home in rural India. The children who attend the school or live in the home come from very deprived backgrounds and the project provides them with a unique opportunity to better their lives.

The Boagworld community last year raised over £1000 to help this project and our money was able to buy an entire new building for the school. It was an incredible achievement and one that you should all be proud of.

However, over the last two years the project has doubled in size and they continue to need our help. With that in mind we are providing you the chance to give again.

I know you guys are constantly bombarded with appeals for money from various faceless charities. Its hard when you feel no connection to the people involved. I am lucky because I grew up with Sarah who helps run the project. I know her and her husband. I know the amazing sacrifice they have made to help these kids.

I therefore thought it might help if I shared a short video interview I did with them last Sunday while at church. Apologises for the poor quality but this was a spur of the moment thing and recorded on my little digital camera.

Occasionally I get emails from people asking who my ‘web design heroes are’. It always strikes me as a bizarre question. The web is an amazing place and I am honoured to be involved in developing something that is the pinnacle of human achievement and knowledge. However, in my opinion it does not generate heroes.

My heroes are people like Sarah and Simon. These people are intelligent and talented. They could have earned a fortune in the commercial sector. Instead they have devoted their lives to serving others. That is to be admired and respected. In my opinion that should be supported.

That said, I know times are tough and people haven’t got a lot of spare cash. SO, I have decided to bribe you. If you give something to the Boagworld appeal no matter how big or small we will give you the chance to win a GetSignOff T-Shirt. As an added bonus I will get Marcus to sign it (he used to be a popstar don’t you know!) and I may even sign it myself.

So can I ask everybody to give something even if its just a few dollars. The majority of last years £1000 was made up to tiny individual gifts. Simply go to http://justgiving.com/boagworld/

Question time

The remainder of the show was dedicated to answering questions either sent in by listeners or asked directly in the chat room. Questions included:

Paul asks – What would be you’re ultimate (non-electrical/non-computer related) Christmas present and why?

Doug asks – what’s been your favorite site redesign, either that you have done or you’ve seen done on the internet in the last year or so?

Paul asks – For someone interested in getting into the Web Design industry, what would be the 1 piece of advice you give them?

Matthew asks – What would you be doing, career wise, if the web did not exist?

Jamie asks – How much do you think technical competency counts for or against a good sales team.

Matthew asks – What is your innate age? Have you alway been a 42 year old in spirit? Or a 12 year old?

Paul asks – What Christmas present did you really want that you never got as a kid?

The power and problems of twitter

Posted in Working in web design on December 13, 2008 by Paul Boag

I take no pleasure in this post. I do not like embarrassing myself in public. However, I need to both publicly apologise and also share a valuable lesson in the use of twitter. If you use twitter, please read this post. It is important that you do not make the same mistake.

I love twitter. I think it is amazingly powerful tool, but I have also seen people post some pretty dumb things on it. I have seen people forget the public nature of twitter and post personal things. I have seen people post when they are drunk. However although these can be embarrassing, they pale into insignificance when compared to the consequences of a post I made today.

Today, I was travelling to see relatives in Somerset to celebrate Christmas. We do it every year and although I love to see them it feels a long way for a short meal. To make matters worse I was tired and rundown. I just could not face it. This led me to post the following to twitter…

Off to somerset to endure a ‘christmas meal’ with the extended family.

What should have been a simple journey turned into a nightmare. First we encountered an accident and had to turn around and then twice we found the road blocked by floods. A 2 hour journey took well over 3 hours. Little did we know this was a part of a much larger problem.

While sitting in traffic caused by the floods, I posted the following…

This is turning into the journey from hell. Two roads closed because of floods. One road because of an accident.

Eventually we arrived and we joined the family celebration. By this time I was exhausted and even grumpier than when I started out. In my grumpy mood, I made another post to twitter, this time using brightkite…

Help me. Please help me. – http://bkite.com/02XsB

This post had terrible consequences for two reasons unforseen by me…

I failed to put my characteristic smiley at the end. What I meant as a joke about ‘enduring a Chistmas meal with the extended family’ read as a serious request for help.
Also because it was sent it from Brightkite my location was included. The problem was that the location was incorrect. Instead of it showing me safe in the middle of Minehead, it showed me as being in the middle of nowhere!

The combination of wrong location, lack of smiley, my previous twitter about road conditions and the BBC reports on flooding led one of my followers to be concerned about my well being.

This person decided to call the local Fire service and express some concern about my well being. He has since emailed me and I want to share what happened…

I hasten to add I didn’t call them on 999, just their local number, and I did try to emphasise the ‘it’s probably nothing, but…’ card. I just wouldn’t have forgiven myself if it *had* been something serious and I hadn’t mentioned it to someone who could at least look into it.

The result was the fire service dispatched two fire engines to attempt to find me. They fearing I was caught in the flood!

You can only imagine my horror when they called me angry at what appeared to be a hoax. I have huge respect for the fire service and hated the thought that my actions had hampered their efforts to help people really suffering because of the weather.

After explaining what happened on the phone they were incredibly understanding. I apologised profusely and said I would do everything I could to make others aware of the dangers of irresponsible twittering! (hence this post). I have also donated to the Fire Fighters Charity, which (to add insult to injury) is one of my clients!

Some have suggested that the caller was naive to call the Fire Service in the first place, as if I was able to twitter surely I was able to call on a mobile. However as his email made clear, he did take all precautions and I am nothing but thankful to him for showing me such concern.

It is wonderful that the twitter community is such a caring one and I love the fact that those following me do genuinely care. However, this shows that twitter can also have serious real world consequences if not handled responsibly.

Please learn from my mistakes and think twice before posting on twitter. Check what you are posting and ensure it cannot be misread especially out of context.

What's in a name?

Posted in News on December 5, 2008 by Paul Boag

I am proud to announce that the Boagworld podcast has won this years .net magazine award for best podcast. However, I do also have some regrets.

It is getting embarrassing now. When I setup the Boagworld website and subsequent podcast it was just a personal side project. The name was a silly in joke. I put no consideration into it.

In the dot com boom I worked for a startup called TownPages. I headed up a team of designers who unsurprisingly enjoyed taking the piss out of me. One of those designers (a guy called Rob Crook) took offence at me having two monitors, while the rest of the team had to make do with one and so coined the term boagworld. He painted me as an empire builder, drunk with power :) The name stuck and eventually I bought the domain. It became a form of self deprecation that referred to my over inflated ego.

When I finally decided to create my own site Boagworld seemed the obvious choice. The site and podcast was me sharing about myself, why wouldn’t I choose Boagworld?

Four years on and it has become an embarrassment. Winning the .net award has particularly driven home how bad a choice it was.

Boagworld has long since stopped being about me. It is about the community and those who contribute to it. The success of the show is down to a whole bunch of people:

Marcus Lillington – He didn’t even get a mention in the .net magazine!
Ryan Taylor – Who produces the show every week
Paul Stanton – Who finds all of our news stories
Anna Debenham – Who publishes the show and edits the interviews
The interviewees – Who come on the show every other week and share their knowledge and experience
The forum leaders - Who make the community such a vibrant and friendly place.
Those who leave posts in the comments – Many say blog comments are negative and aggressive. That has never been my experience on boagworld. You guys add genuine value in what you post.
Those who contribute to the show – Your questions, jokes, and reviews have added an extra dimension that was lacking for a long time.
Our transcribers – Who painstakingly write out a transcript of every interview we broadcast. It blows my mind that people do this for free!

Trust me, this is not false humility on my part. I am more than happy to shout about my personal achievements. However, I have noticed the more I hand control to the community, the more successful the show has become. Perhaps there is a lesson there for other website owners.

So am I going to change the name? Of course not. I think it is too late for that. Anyway I suspect many of you would object. However, it does make you realise just how important it is to get your branding right from the beginning.

146. Obsessive

Posted in Classic shows on December 3, 2008 by Paul Boag

On this week’s show, Paul interviews Nicholas Felton about designing with data, we celebrate the return of 24Ways, and explain how community can keep users coming back for more.

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Housekeeping

Two pieces of housekeeping before we begin:

First, Jaysone wrote in asking about the chat room we mention on the show. He wanted to know what it was and whether anybody could join. The chat room is associated with the shows we occasionally stream live. You can watch these shows at http://boagworld.com/live and interact with us as we record via the chat room. Anyone is welcome although you will probably need to follow me on Twitter to see when the shows are being recorded.
Talking of streaming shows, the next live show will be our Christmas special on the 8th December at 2.30PM UK time. The show will be an open question and answer time so either send in your questions in advance or come along and join us in the chatroom. We will also be doing a feature on this years top Christmas gifts for geeks. You can vote for your suggestions over at UserVoice.

News and events

24 Ways is back

This week sees the return of 24 Ways. 24 ways is the advent calendar for web geeks. Each day throughout December they publish a daily dose of web design and development goodness to bring a little Christmas cheer.

I am not sure whether it is the quality of the posts or that 24 Ways appears just before Christmas, but I always get excited when they return.

This year it returns with a somewhat controversial new look (personally I think it is great they are experimenting) and a whole new set of posts. They still offer a complete archive of previous posts so be sure to look through that, as well as subscribe to their RSS feed.

There is something very special about 24 Ways. I think part of the reason I like it so much is because the writers are given a free hand. They can write on whatever they want and so inevitably write about their passions. This leads to a better quality of post.

As if that glowing recommendation is not enough, I should also point out that our very own Marcus Lillington has a post coming soon. Surely that will be enough to encourage you to subscribe!

iPhone designers kit

In the past I have been slightly rude to the guys over at Smashing Magazine about their endless lists of other people’s creativity (we love them really). However, this week they have released something that is genuinely useful.

The iPhone Starter Kit, is a set of button elements and various iPhone interface options, bundled in a Photoshop PSD. The pack is ideal for mobile developers and front-end designers who need a professional way to show mock-ups or try out ideas.

You can use the set for free and without restriction. This includes both private and commercial projects. The only thing they ask is that you do not resell it.

Admittedly you may not be doing work on the iPhone right now. However, I suspect it will only be a matter of time before we will all be working on a mobile application of some description.

The mobile sector is incredibly exciting at the moment and this is another useful little weapon in our arsenal.

5 Ways to Get Usability Testing on the Cheap

Our next post is from the sitepoint blog and is entitled ‘5 Ways to Get Usability Testing on the Cheap‘.

Usability testing is a good idea for any new web site. Increasing the usability of your web site is good because it will increase visitor satisfaction, which in turn increases sales and user loyalty. On the business savings side, usability testing can also save you money in development, maintenance, and support costs.

The problem is website owners often perceive it as expensive, failing to grasp the high return on investment. However, it doesn’t need to be and any project can incorporate some user testing, no matter what the budget.

The sitepoint post makes 5 suggestions of how you can keep the cost down…

Use a service like usertesting.com, which provides a video of users interacting with your site.
Get a written user response to your site from Feedback Army for as little as $7.
Use a DIY user testing tool like Silverback for the mac or Morae for Windows.
Ask friends and family to take a look at the site. Alternatively ask for some feedback on the boagworld forum.
Use services like Crazy Egg or Click Density to get heatmaps showing how users interact with your site.

Whatever approach you choose, always make sure you have at least some user testing in every project.

Site search options

One of the things I hate most about the Boagworld website is its search facility. The built in search mechanism that comes with my blogging software sucks! This is particularly embarrassing as I am always banging on to clients about how important search is. After all half your users will turn to the search box before even considering browsing the site. Search has to be right.

I have half heartedly looked around for something that would do the job. I remember looking at Atomz a while back and also there is the obvious Google integration route, but nothing inspired me.

This week however another post from Sitepoint caught my eye. It was talking about the new site search from Yahoo! Recently adopted by Techcrunch it has some fairly impressive features…

Real-time indexing of content – When new blog posts or comments are added to the site, the search index updates almost immediately.
Customised ranking – You can fine tune the algorithm to fit your audience and user experience.
Structured search – You can build your own refinement mechanisms. For example I could allow users to filter posts by category, number of comments, tag or any other criteria I set.
Blending Web with site results – Users can search both site and web content and see the results blended together in a single display.

If your site search sucks as much as mine, you might want to check this out.

Interview: Nicholas Felton on ‘Designing Data’

Paul: So joining me to day is Nicholas Felton. Good to have you on the show Nicholas!

Nicholas: Thanks so much Paul, it’s a pleasure being here.

Paul: It’s the first time that I’ve really spoken to you. I only first saw you or heard about your work at Future of Web Design and I have to say you completely blew me away with a presentation that was very different from the majority of stuff that was being talked about because it wasn’t really fundamentally about Web design, I guess in a way.

Nicholas: No, I think in a way it’s about a weird hobby that’s kind of developed into a tiny Web phenomenon.

Paul: Well, from what I can gather it’s a fairly big Web phenomenon according to Keir from Carsonified who was raving about you afterwards. For those people that haven’t come across you before, tell us a bit about yourself. Who are you? What is it that you do? Where is it you work? A bit of background basically.

Nicholas: Sure, sure. Well again, my name is Nicholas Felton. I’m a graphic designer, predominantly print but I definitely dabble in the web and am there more and more frequently. I went to art school, I studied graphic design about ten years ago here in America at the Rhode Island School of Design and I’ve worked in graphic design firms and advertising doing identity and on the side I’ve started my personal website called Feltron where I’ve grown these annual reports that have become something that I’m sort of getting well known for.

Paul: So let’s talk about these annual reports, because this is what you were talking about at Future of Web Design. There’s a lot of people that might be listening to this thinking “Well, hang on a minute he’s just said that he’s primarily a print designer, this is a web design podcast. Why have we got him on the show?” Well just to kind of deal with that to start with, I mean obviously web design should be a lot broader, we should be looking outside of the web for inspiration and I’ve found these Felton Annual Reports incredibly inspiring. For those that don’t know, tell us a little bit about what they are.

Nicholas: Alright. Well, I really latched onto this name for them because I think it communicates pretty quickly what it’s about. Everyone understands what an annual report is. It’s the summation of a year. I’ve just attached my name, more precisely my sort of Web name, which is Feltron. My last name is Felton. But these started in 2004. I was just trying to get a grip on the year and wrap it up and I looked around at the websites I was looking at and the books I enjoyed and I put that all on my site but I snuck in a couple of little details, like the number of postcards that I sent and worked out the number of air miles that I traveled and those sort of, they hooked me. And so the next year I went back through my records and I put together a multi-page feature for my website where I looked at my travel in more detail, making pie charts of the countries that I went to. I split up my photography into all these different metrics that I could examine and between that I came up with about six pages I think of exploration of my eating and drinking habits and the culture that I enjoyed for the year and this is something I thought would only be appealing to people who knew me well, it would be a little bonus for them at the end of the year and it turned out to be a little viral and people started sending it to their friends and I started hearing from strangers that they thought it was fantastic and people saying, “I want to do this,” so I’ve tried to spend more and more time on it each year to stay in the forefront of this desire that I see building for people to encapsulate their year in this kind of report.

Paul: For me personally, when I heard you speak I immediately came away with a desire to do the same thing, just as you described.

Nicholas: That’s fantastic.

Paul: But the question that’s burning in me is, “Why?” Why do I feel the desire to do that? Why did you do it? Where did the idea come from? How did this all start?

Nicholas: I think it wasn’t that hard for me to do. The first one that I described, which was a multi-page document I actually didn’t do anything different than I’d been doing for previous years. I just had this natural habit that in my calendar I would write down where I went socially as well as what I did for work and I was able to look at that and between the names of the restaurants I knew this was a Thai restaurant so I could sort of make pie charts of what types of meals I was eating and I knew how many bars I had been to and I guess after that year I decided I was really going to formally examine this and decided to strictly track more things over the course of the year. I guess for me it’s driven by curiosity, I think I’m a pretty naturally curious person, maybe you are as well and it’s not about changing my behavior. I really don’t want the reports or this recording of my year to affect what I do over the year. I think I find a lot of solace in the numbers that come out of it. Just knowing how many beers I had or how many coffees I had or how many air miles I traveled is really comforting to me. It’s a way of tackling some of the unknown in our life.

Paul: It’s interesting because when you describe it, if someone hasn’t seen these reports you kind of think of an annual general report that’s published by a company, which are tediously dull documents but the things that you produce are graphically stunning as well. So I’m interested, is it primarily a kind of data collection exercise for you, or is it more a graphic design exercise? Is it about, I mean you kind of indicated that it’s about the data that you’re gathering rather than maybe the graphics, but the graphics are obviously what sells it to other people I guess. I don’t know.

Nicholas: Yeah, it’s hard for me to split it, but I have to say it’s absolutely about the finished product which is a piece of graphic design and the better the data is the better the story I have to tell so it’s a narrative of my year. It’s all encapsulated. It’s primarily a visual piece and I do put a lot of time and effort into making sure that it’s very visual and very easy to read quickly but that there are little details in it you can pull out if you want to spend more time with it.

Paul: Yeah. I mean that’s the immediate thing that you said there, it’s very time consuming.

Nicholas: Yes.

Paul: Not only from a design point of view, and I’m sure it must take you just an unbelievable number of hours to produce something that is so exquisitely designed but I mean tracking all this stuff, you must spend, I mean I’m surprised there isn’t a big part of one of your pie charts that’s just entitled “Tracking” you know where you spend hours just tracking all this information. What keeps you going? Why do you continue to do this?

Nicholas: Well first of all, it just doesn’t take that much time actually. I tend to sit down in the morning in front of my calendar and write down the meaningful things from the previous day but at most five to ten minutes a day. It’s definitely a background process that’s running in me all the time as, “Do I need to take note of this for my reporting?” And when I do leave my routine, when I travel, it’s a bit more complicated because then I’m doing new things and I want to make sure I get them right but it’s something I think you get into the habit of doing. For anyone who writes a diary or does these sort of recordings of the day I think after a while it’s not a burden at all. Last year I did find out, I decided out of this curiosity that I wanted to record every street that I’d walked down in New York City and that did become a little burdensome, but it was well worth it.

Paul: It’s interesting that you picked that one out because that was the one that I really looked at and went “Wow, that must have taken a long time.”

Nicholas: Yes. But it was well worth it. A year is a long time but it’s actually not that long of a time and I had a lot of hunches going into it about where I would go and where I didn’t go and it’s phenomenal to see how little of the city my routine is actually settled into.

Paul: Yeah, it’s a fascinating exercise. Just kind of give us a little bit of an idea, you know tell us you just mentioned walking down certain streets. Tell the listeners some of the other things that you collect, the other bits of information.

Nicholas: Well last year I was keeping track of every single alcoholic beverage that I had. For some reason I think drinking is really easy to keep track of because it is sort of a binary act, it’s like “one drink” versus a meal which can be more complicated but so alcoholic beverages I had 968 in 2007. I had 83,565 milligrams of caffeine through all my coffee beverages which by examining my weight and the caffeine content of each type I was able to deduce was approximately 6.8 lethal doses. I knew there’d be a couple lethal doses in there I just wasn’t sure how many and I worked it out.

Paul: That’s just horrifying. How do you decide what it is you’re going to track?

Nicholas: It usually just leads naturally out of the previous year. So like in June I will decide, “I wish I’d been tracking that this year,” and so next year I’ll make a point of doing that. So last year I started delving into the distances I’ve traveled, I worked out that I traveled about 1075 miles on the New York City subways. So this year I’ve taken a much closer look at the distances I’ve traveled. I’ve worn a pedometer all year so I could figure out how far I’ve walked and yeah.

Paul: What kind of other stuff are you tracking at the moment? You’re tracking how far you’ve walked, what other things?

Nicholas: Mostly the same things from previous years, but I’d like to look at it all through the lens of distance so it’ll be a different measure of the year rather than relating things to days or hours how does that relate to how far in terms of length I was through the year.

Paul: I mean you mentioned a pedometer there. What other kind of tools do you use for collecting data when you’re out there? When you’re out and about I feel like you need a really handy little iPhone app or something here that kind of records all this stuff for you but what tools are you using?

Nicholas: Well yes the iPhone is great I’ve tried to have some sort of smart phone where I can take notes at all times through this project but often times it’s just as simple as sending an email to myself so I have this little note that gets collected and goes into a folder and I make sure that I enter that into my calendar. It mostly all goes into iCal. I also use Backpack by the 37signals guys to keep running lists of the clothes that I purchase through the year or the movies that I saw and then when it all comes together it’s Excel. Everything needs to get into a spreadsheet so that all the math can get done and that’s probably half of the time it takes to design is just collating all the numbers.

Paul: Yeah, I’ll bet. Wow. This is absolutely fascinating. It’s something very addictive about the whole idea. I mean OK, for somebody like me, let’s say I wanted to go for this and I wanted to try it. What kind of advice would you give me starting out?

Nicholas: Well probably the best advice is to pick something that you’re going to be able to track, that you’re not just picking “What websites do I visit?” because it’s going to be overwhelming and you’re just going to pass on it after a week or two so pick something that’s easy that you do, not too infrequently that it’s not interesting but frequently enough that you’re going to get a good data set out of it. And so like if you see a lot of concerts I think concerts attended is great and then what aspects of that that are interesting? Who did you see and where was it or how long was it? So I think definitely in this website I’ve been developing to help other people create their own annual reports or just personal reporting in a way you can just have one really rich data set and by slicing it in different ways I think you can get a lot of interesting presentations out of it.

Paul: You mentioned a site there that you’re developing. Tell us a bit about that.

Nicholas: OK, it’s called daytum.com. It’s D-A-Y-T-U-M and it’s just a place where I’ve tried to remove a lot of the boundaries for creating a document like this. So there are two parts of it, there’s the recording element that can get complicated so we want to make a way that’s really easy for you to count things and then the display part of it which is practically inaccessible to a lot of people so there are a lot of built-in pie charts and stack line graphs and counting methods that are all built in, in a sort of clean design and you can just make this page that fills up with graphs and numeric intricacies of your life.

Paul: I must admit I’ve had a quick look at it and I haven’t signed up for it yet and you know it has that same clean look that your reports have and you know it’s obviously beautifully designed as well I mean we’ve spent a long time haven’t we talking about the collecting of the data I think that’s probably the most fascinating bit but as this is a web design podcast I feel like we should be talking about the design a little bit as well.

Nicholas: Absolutely.

Paul: You know I think the kind of key thing that really struck me is that you’re presenting, you know, fairly dry data and don’t get me wrong, I’m not implying that your life is boring but at the end of the day it’s data that you’re presenting and you’re doing that in a kind of visually stunning way. Tell us a bit about how the design comes together, you know. What’s your design process?

Nicholas: Well I have the benefit of being in control of all the data so if something isn’t looking right one way I can explore it a different way or I can rewrite a headline which is one of the greatest advantages that any designer can have rather than working for someone else. And then I sort of have an infographics approach where I really eschew using keys or trying to make your eye go in too many places to understand something so whenever possible I try and keep everything really focused so you can look in one spot and hopefully understand what’s going on there immediately rather than having to look at color codes or translate symbols unnaturally.

Paul: I mean is it, a lot of graphic designers out there that kind of find working with data and, you know, things like that incredibly dull. How do you keep inspired? How do you get something out of it? Because you’re not working with gorgeous imagery or anything like that, you know it’s quite dry, what inspires you about doing this kind of stuff?

Nicholas: Well I guess they’re kind of like puzzles for me. Um, I will see the establishing of infographics sort of like the data’s there and it wants to look interesting so how can I make a system that’s going to present it in the most instructional way? So I’ll play with that system so that it will line up in a dramatic way rather than just sitting in a static predictable line graph or bar chart or something like that.

Paul: I mean also you seem to use typography very heavily so I’m guessing that’s something you’re particularly passionate about.

Nicholas: Yeah I guess it’s my two natural loves in one place: the numbers and type.

Paul: Oh dear. So what advice would you give for us Web designers that are kind of, you know we do work with data a fair amount, you know from surveys through to content management systems that provide reporting and things like that. What do you think the key is to presenting data in an understandable and approachable format?

Nicholas: I think that one of the key things is just getting away from the default options that you’re given like I’ve found it’s really impossible to get a nice looking graph out of Excel or out of Apple’s Numbers and the same is kind of true for the Google Chart API which is what we use for daytum.com which is basically a way to send a URL to Google and they return a pie chart or a line graph but they can get really overly complicated and ugly very quickly so it’s a matter of stripping it down and making sure that this is something that’s going to be dramatic and simple to understand.

Paul: It’s that simplicity thing again that, you know, have taken something complex and as you say stripping it down and keeping it simple.

Nicholas: Absolutely, and even if you have the benefit being able to edit your material so that I’m looking at a pie chart that has four or five slices rather than seventeen I think it’s going to benefit your readers enormously.

Paul: So Daytum, that you are in the process, is that actually live now or is that still in the process of being developed? I can’t remember whether it was generally accessible or whether it was in a closed beta.

Nicholas: It’s in a beta but the wait list is down to less than a week now so it’s just a queue basically to protect out severs. But yeah, we’re adding new features all the time. We’re about to add averages there so you can examine your average cup of coffee or your average commute time and we just plan on trying to preserve the user experience by making sure we don’t get too swamped and growing it over time.

Paul: So how did this come about? You keep saying “we” so who’s the team that’s behind that?

Nicholas: Yes it’s my partner Ryan Case who is more on the development side but is also a fantastic user interface designer and he came to me in January or February of this year and like many people had said we should figure out a way to do this year reports on the web so that other people can do it but he had the technical chops and motivation to really get the ball rolling and he’s become actually a great data tracker himself and has been keeping track of all his beers religiously and all the trains he’s been taking, which I didn’t know he had in him. So I think it goes to show anybody with the proper motivation could get started.

Paul: So is this your full-time job now or is it a part-time project?

Nicholas: It’s about half-time at this point. I still have my editorial clients and web clients and identity clients that I work for but this definitely occupies as much free time as I can give to it.

Paul: Well I found the whole thing incredibly inspiring.

Nicholas: Thank you so much.

Paul: It made me look from a completely different perspective at graphic design and also at life in general I guess and we have so many people who come on the show that are talking about the stock and trade of web design and thought it’d be really good to get you on just to give a different perspective and make us look outside of our little boxes. Thank you so much for coming on and I wish you all the best in your various projects.

Nicholas: Thank you Paul. Thank you.

Paul: Good to talk to you.

Nicholas: OK, take care. Bye bye.

Thanks goes to Todd Dietrich for transcribing this interview.

Listeners feedback:

This week’s listener contribution is a question from Dave. He writes:

I am having real problem maintaining users. They visit the site once and then I never seen them again. I have good content, the site is usable and so I am at a loss as to what I should do.

Should I be worried? Are repeat users really important? What can I do to keep them coming back which doesn’t cost a fortunate?

It is such a good question that it spawned an entire post on using community as a retention tool.

The stickiness of community

Posted in Marketing on November 29, 2008 by Paul Boag

For many, the Holy Grail of a successful website is ‘stickiness’. How do I keep users coming back for more?

Dave from somerset wrote: I am having real problem maintaining users. They visit the site once and then I never seen them again. I have good content, the site is usable and so I am at a loss as to what I should do.

Should I be worried? Are repeat users really important? What can I do to keep them coming back which doesn’t cost a fortunate?

I have written about the importance of repeat users before. These are the people who develop brand loyalty, complete calls to action and regularly purchase. For example, according to data from WebSideStory Inc. repeat users are eight times more likely to make a purchase on an ecommerce site. Repeat users are the lifeblood of most website.

One of the best ways to keep users coming back is to foster a community. However, a thriving community provides a lot more benefits than repeat traffic. An online community can also:

Improve your offering
Change brand perception
Promotes your site
Reduce your costs

We have covered the benefits of community on the podcast before. However, that was back in 2006 so my thinking has moved on since then. I therefore hope you will forgive me if I clarify what I mean when I say ‘community can help your business’.

Improving your offering

A good community is not just about users speaking to one another through a forum or chat room. It is also a two way dialogue between you and your users. It is an opportunity for you to hear from your users and discover what they want from your website.

In an attempt refine their products or hone their marketing message, many organisations spend substantial figures on focus groups and customer survey. However a healthy community is constantly providing feedback on your offering. This gives a superior insight into how your product or service should develop at little or no cost.

However, listening to your users does not just improve your offering. It also improves their perception of you.

Changing brand perception

People like to be heard. They like to feel their opinion matters. Engaging with your users and really listening to what they have to say about your products and services is incredibly powerful. It is even more powerful when they see their suggestions acted upon.

Both Dell and Microsoft have significantly improved the way their brands are perceived by talking to customers and engaging the community around their products.

Often this involves nothing more than a speedy response and apologetic tone. However, openness and transparency with a community can also go a long way.

It is possible not only to undo a negative brand perception but also nurture a positive one. And once users feel positive about your brand they start to recommend it to others.

Promoting your site

An community that is enthusiastic about your site or products can be one of the most powerful promotion tools available. Sites like Digg.com have become popular largely because of their passionate community. Equally, Apple’s success is at least partly reliant on their obsessional ‘fans’ who constantly push and promote their products. Nothing is as valuable as personal recommendation.

If you include your users in the process of developing your site they feel invested in it. They feel the site is as much theirs as yours and so will promote it as their own.

A successful community will always be seeking to draw others in, so growing and promoting your site. This ‘evangelistic’ tendency in a community can also lead to substantial cost savings.

Reducing your costs

As I have already said, a passionate community can provide free advertising and save money in focus groups and product development.

However they can also save money in customer support. This is particularly true if your site provides customer support. Rather than users sending queries directly to you, they can post them in support forums and allow others in the community to answer their questions. These forums also become a repository of knowledge others can draw upon. This reduces the support burden (and therefore cost) on your organisation.

Finally, communities have a lower cost of sale. Because they are already enthusiastic contributors to your community, they are easier to reach. This is especially true for repeat ordering.

Hopefully that has convinced you of the benefits found in community and given you some ideas of how to keep users coming back for more.

Successful communication

Posted in Site content on November 21, 2008 by Paul Boag

We put a lot of time and attention into the content on our sites, but what about our other communications?

We send out newsletters, post blogs, participate in forums. All of these reflect on our brand and the way we are perceived. How can we improve the way we communicate?

Good communication is dependent on two factors:

When you communicate
How you communicate

Get this wrong and you risk seriously damaging the relationship with your users.

When to communicate

The schedule of your communications are always important, whether posting to a blog or sending out a newsletter. Send too many communications and it becomes irritating, too few and they forget about you.

There is no frequency that is always right. To a large extent it depends on the nature of your site. If your site sends out stock market tips then users may expect updates every few minutes. However, if you sell a service that is purchased once every couple of years then sending out communications every few weeks will be enough to keep you in their minds.

The key is not so much frequency as regularity. Users should come to expect your communications. Communicating on an ad-hoc basis becomes frustrating, especially with blog posts, newsletters or podcasts.

However, communication does not have to be completely dictated by a schedule. You can also have trigger based communications. These are normally emails sent to a specific individual rather than the whole community. They are sent in response to a specific event rather than a schedule.

A common trigger based communication is an email sent to somebody who has just purchased from an ecommerce site. These typically include an email confirming the transaction but also one when the goods are dispatched. These emails are extremely important and yet are often overlooked in the development process.

Trigger based communication are also useful in encouraging repeat traffic. Most website communities have a large number of ‘sleepers’. These are individuals who have signed up for your site but have stopped using it. It is possible to monitor user activity and if they stop using the service an email can be automatically sent tempting them back with incentives or new content.

However, never forget the golden rule of user communication; do not contact users without their permission. Nothing will damage your sites reputation faster and destroy your community than spam.

Take a few moments to consider your communication strategy. When might it be appropriate to send out trigger emails? Are you collecting user’s contact details and is it legitimate to contact them? What methods you are going to use to communicate and on what schedule?

Your communications with users needs the same attention you gave your sites copy. This includes not only when to communicate, but how.

How to communicate

There are lots of communication tools out there including blogs, podcasts, email and RSS. However, these are just technologies and don’t get to the heart of how to communicate. Communication is about what you say and how you say it.

Always remember when communicating with users to make it personal. Whether it is in a forum or posting to your blog, people like to talk to people not faceless corporations. Whenever possible write as ‘Jim from Marketing’ rather than as ‘Acme inc.’ People are less critical and more receptive when dealing with a individual rather than an organisation.

Although your aim is to demonstrate that your organisation is made up of ‘real people’, that does not mean you do not need no unifying voice.

Know your voice

The danger individual employees engaging with your users is that your organisation sends out mixed messages about its identity. All copy should have a consistent tone, from the content on your website to the emails you send existing customers.

At first reading this may seem contradictory. On one hand I demand a consistent identity and on the other I want users to see the people behind your organisation. However, this is actually an approach newspapers have been employing for years.

Most newspapers have regular columnists who readers come to recognise. However, each newspaper has an overall identity. For example in the U.K. tabloid newspaper "the Sun" has a very different persona to that of "the Times".

Deciding on your persona will underpin all communications with users. Ask the question – if your site was a person, what type of person would it be? Would it be a young hip teenager or a boring middle aged business man? These characteristics help define how you communicate and the tone you set for your site.

However, whatever persona you create it should always be as open and transparent.

Be open and honest

Many organisations feel they need to maintain a flawless facade with users. This serves to create a barrier, reinforcing the feeling that the user is dealing with a faceless corporation.

A better approach is to be honest and fallible. Nothing is more effective in getting users trust than admitting when you get it wrong. Take for example photo sharing site Flickr.com. Their site suffered a series of outages in which users were unable to access their photos. Unsurprisingly the mood in the flickr community was pretty negative. However, flickr was able to turn that negativity around with a simple blog post entitled "Sometimes we suck". They acknowledged the problem, apologised and promised to do better. They did exactly that and before long flickr was seen as a shinning example of how an organisation should run a community.

In fact it is possible to turn a critical user into an evangelist for your site simply by responding in a timely and open manner. In a world where users can instantly broadcast their frustrations via blogs, social networks and other methods of online communication you cannot afford to ignore them. However, if you respond in a positive and open fashion those same users will be broadcasting their pleasure at your response.

This post is an edited extract from Paul’s book – The Website Owners Manual.

144. Scale

Posted in Classic shows on November 19, 2008 by Paul Boag

On this week’s show Paul talks to Joe Stump from Digg about scalable websites, we review the best apps for web designers and investigate services for sending bulk emails.

Podcast: Download (28.3MB)

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News and events

How much should you charge?

If you are starting your freelance career the number one question you will have is ‘how much should I charge?’ It is important and yet strangely it is not something you are taught at college. Perhaps they don’t teach it because it is a damn hard question to answer. It is certainly something we have avoided talking about on this show.

Fortunately an article entitled ‘Six things to consider when setting your freelance rate‘ has been released this week. Although the article does not give a magic number, it does provide 6 valuable insights that will inform your final decision. These include…

Young freelancers and recent grads almost always ask for too little.
You can do things your clients can’t.
Your rate influences your perceived value.
You don’t get to keep it all.
An hour worked is not an hour billed.
The higher you start, the less you’ll need to increase.

I couldn’t agree more with everything said in this article. However, the one that really resonated with me was ‘You do not get to keep it all.’ Your rate has not only got to cover your billable hours but the cost of sales and marketing, as well as your various overhead. The article has a link to a superb rates calculator that helps you work out your chargeable rate based on these various costs. Definitely worth checking out.

A plethora of accessibility posts

With the implement arrival of WCAG 2.0. we are seeing a resurgence of interest in accessibility. This has led to a plethora of accessibility posts over the last few weeks. These include…

Writing good ALT text – This is a simple post about the use of the ALT attribute. It suggests two rules of thumb when it comes to writing ALT text. First, if you were to describe the document to someone over the phone, would you mention the image or its content? If you would, the image probably needs an alternative text. Second, does the alternative text of any images in the document make sense if you turn off the display of images in your web browser? Simple advice, but well worth remembering.
Designing for Dyslexia – This is a series of 3 in depth articles that look at the subject of Dyslexia. It asks what Dyslexia is and how we as web designers can improve our sites to accommodate the needs of Dyslexia users. Its interesting stuff. Part 1 defines what Dyslexia is. Part 2 looks at some of the conflicting requirements with users who have visual impairments. Part 3 suggests some specific things you can do to improve the legibility of your designs.
Accessible forms using WCAG 2.0. – This extensive post aims to provide web developers and others with practical advice about the preparation of accessible HTML forms. It compares the WCAG 1.0 accessibility requirements relating to forms with those contained in WCAG 2.0. Important stuff but not a 5 minute read!
Too much accessibility – The RNIB explains how the LEGEND tag can cause more harm than good if not concise and relevant. The reason? LEGEND text isnâ€™t read at the start of the FIELDSET, it is read at the start of the label. It repeats at the beginning of every single text label in that FIELDSET.

A business case for deleting content

I find myself using the word ‘simplify’ a lot when I talk to clients these days. So many website owners are constantly wanting to add features or content to their site. However, in reality we should be removing not adding to our already bloated websites. This is particularly true for large institutional websites. However it does also apply to smaller sites.

Take for example the Headscape website. When we started the redesign process for our site, I sat down and really thought through what information prospective clients wanted. The answer was very little. In the end our large text heavy website was reduced to a single page. That is the power of simplicity.

Gerrry McGovern summed it up perfectly this week in his post entitled the ‘Business case for deleting content‘. He wrote:

The more you delete, the more you simplify. The more you simplify, the more you increase the chances of your customers succeeding on your website.

We may think that we cannot delete content because ‘somebody might want it’ or because we believe ‘it will help our search engine ranking’. However, bloated sites bring complexity and with complexity comes confusion. The more content on your site, the less chance a user will be able to find the content they need.

12 principles for keeping your code clean

We finish today with a great post for those who need help with their HTML code. Whether you are a student learning HTML or a designer who is more comfortable in Photoshop than Coda, this is a very useful article.

The post provides 12 excellent tips for keeping your code clean. These include…

Use a strict doctype
Set your character set and encode those characters
Indent your code
Keep your CSS and JavaScript external
Nest your tags properly
Eliminate unnecessary divs
Use better naming conventions
Leave typography to the CSS
Add a class/ID to your BODY tag
Validate
Order your code logically
Just do what you can!

The article explores each of these points in depth and communicates clearly current best practice in coding HTML. Well worth the read even if only as a reminder.

Interview: Joe Stump on Building a Scalable Site

Paul: Ok, so joining me today is Joe Stump from Digg. Good to have you on the show Joe.

Joe: Oh, good to be here.

Paul: Have we had you on the show before?

Joe: Ah, not that I’m aware of.

Paul: Oh, wow, well we need to rectify that then. It’s good to have you on. Well, I have to say, this interview was arranged by Ryan, who is our producer. And he’s a developer, and I’m a designer. And he suggested we got you on the show, not that I wouldn’t like you on the show, obviously. That we got you on the show, obviously about scaling websites. Now, I’m going to be out of my depth very quickly here, so you’re going to have to be very gentle with me Joe.

Joe: Sure

Paul: So, in fact, it was so bad, that as I sat down to write questions I thought: "I don’t know what I’m doing here" , so I went and talked to some of the developers at headscape, and I asked some of the Boagworld listeners, and so we’ve got a little selection of questions for you, that, hopefully we can learn a little bit about how you go about doing things at Digg. Lets start off, what’s your job title, what is it that you do at Digg?

Joe: Ah, I have a really fancy job title that doesn’t mean a lot of anything, but ah, my official job title is "Lead Architect" and um, I think what best describes it, is that I manage the technical implementation on the code side.

Paul: OK

Joe: So, Digg’s broken up into a lot of different arenas on the tech side, we’ve got, R&D, which is headed up by Anton Cast, we’ve got operations, which is headed up by Scott Baker, and then under that are the people that I work with, ah, probably most closely in implementing solutions for Digg. Ron Gorodetzky is our lead systems engineer, Tim Ellis, also known as timeless, is our chief DB wonk, and then, Mike Newton is our lead network guy. So I think us four kind of steer the technical implementation along. The managers, ah, the manage, and handle the strategy and partners, and stuff like that.

Paul: You managed to say the word manager with real distain.

Joe: Oh, no actually, I have a great manager, John Quinn, he’s our VP of engineering, he’s by far the best direct manager I’ve probably ever worked with. Yeah, he’s really good.

Paul: OK, well lets go back in time a little bit. And start by, well, when was the point when you realized, that you were going to start having scaling issues with Digg? When did you start thinking about the whole subject of scaling?

Joe: Um, well Digg was pretty big when I came on board, so Digg was about 10 – 12 million uniques when I joined on.

Paul: Wow.

Joe: And I think we’d just cleared 35 million last month. So scaling was obviously an issue, but the big difference is that, I think sites generally go through a few different levels of scaling, where like the first one’s like, "I’m just going to throw it on a virtual server, or an Amazon server, you know, you’re basically just seeing if things are going to just "stick to the wall", and then they do. Ah, so the first thing you normally do is start breaking services off onto separate boxes. I want to put my DB on one box, my server on another box, and maybe memcached on each of them. And then you hit, read saturation on that one DB server, so then you go to the kinda next level of scaling. Which is where Digg was when I started, where you start dangling, a whole bunch of read slaves, off of your DB master, so, and for those who are not familiar with the master / slave terms, you send all your writes to one database server, and then that disseminates those writes to a whole bunch of slaves, and then you send all your read traffic to those slaves. So that’s where Digg was when I started. It’s write http traffic across a whole bunch of servers, its read traffic across a whole bunch of slaves, and then we have one master. And we’re now going through, what I think is the third phase, where you hit write saturation on your master, which is a bigger problem, because you then need to start sending some write traffic to some masters, and we’re actually going with a strategy that’s common with Facebook, and Flickr, and those kind of websites, where it’s called horizontal partitioning, where you put some of your records on one server, and the other records on another, so it’s like, you can say, for users, all users whose names start with A through J, would go on this database server, and K to Z live on this other database server. So we’re in the middle of implementing the first swipe at that. So we’ll be pretty aggressively into where everything will be federated and partitioned across a whole bunch of servers.

Paul: OK, one of the questions which kinda came up, which kinda relates to that, is, once you start spreading things across multiple servers, how do you handle things like user sessions, which have obviously got to be persistent.

Joe: Aha, so there are a couple of ways to handle that which, I’d say most people are handling it by.. There’s two ways, probably that you can do it easily. One of them, is if you have what they call "session affinity" on your load balancer, so the load balancer will say: "Oh, well this person, last time I had them here, they went to server A, so we’ll send it back to that server". So the session always lives on only one box. That’s one way to do it, we don’t do that here, we have a custom session handler in PHP which sorts the session in Memcache, and that allows you to.

Paul: Can you just clarify what memcache is, for idiots like me who don’t know.

Joe: Sure, memcache is a distributed caching system that’s actually, basically what it allows you to do, is expose a machines RAM over the network, and cache stuff into another machines RAM across the network.

Paul: Ah, OK

Joe: Yeah, it’s insanely fast, it was developed by Danga back in the day, and Brice Fitzpatrick, yeah so it’s heavily used by anyone whose scaling with LAMP, even a lot of people who aren’t. They all use memcached.

Paul: Wow

Joe: So, yeah, we store all of our session data in memcached, so PHP creates a unique session id, and we just stuff session data into that in memcached, and we can distribute that across, I don’t know, 50 or 60 memcached servers, and what not.

Paul: So how many servers do you guys have, it must be a staggering number by now.

Joe: Um, yeah, it’s kinda funny, every time I ask Ron that, he’s always like "Ah, I don’t know"

Paul: Laughs

Joe: Because we really can’t I mean, I couldn’t give you a specific number because on any given day, we’ll pull or push into production, a dozen servers, so, hundreds, there’s definitely hundreds in production. So.

Paul: I mean, with that many servers, so obviously you’re talking about taking servers on and offline, and all that kind of thing, I mean, making updates to the site, when Daniel comes up with some stupid idea, that you’ve got to apply to the site, of a new feature that he wants to apply on the site, and you’ve gone through the process of making it work. And you’ve then got to push it live.

Joe: Aha

Paul: How does that work? How do you go about pushing something like that live when there are so many servers involved.

Joe: So we have Ron Gorodetzky our lead systems engineer guy. So us developers have a bunch of M4 make files, that, when you check the code out, you run basically Make, Install, and it, for lack of a better word, it builds or compiles the website into a cohesive package, and then Ron pushes that to each server, I think he is still doing it by rsynch, but I know we are migrating over to Puppet, so it may happen via Puppet soon. The production side of things, is something that’s handled completely by operations, so I couldn’t tell you specifically how it happens, but generally, we make a tag of the website, and tell Ron, we need you to push "9.4.15" or something like that, and he does a checkout, builds it, and pushes it to all of the different servers.

Paul: So is that – do you actually have to take the site offline to do those updates? How do you minimize the downtime that’s involved with that.

Joe: Oh, well there’s a bunch of different ways. Um, we don’t bring the website down normally for pushes, it depends on the size and complexity of the push. But like, day to day pushes, we probably push I guess, a minimum of once a day, just little bug fixes and stuff like that. And those happen generally in the middle of the day, and nobody notices, it’s no big deal. Ah, the outages these days, are completely dependant on database activity, you know, like database fixes and stuff like that. And the ways that we’re getting around that these days, is using a different method of partitioning called vertical partitioning. Where, like for instance, like I think our comment Diggs table, of like, who’s dug a comment, up or down, that’s like 15 billion records in it.

Paul: Wow

Joe: that’s like, yeah, if you’re like to alter that table, you’d probably crash mysql, but if you were, it would probably take a week to alter it. So instead we probably create another table, where we have like comments, and then we have another one called comments_made_up, or something like comments_diggs, comments_diggs_beta, and that has a couple of extra fields in it. And so we’ll say, OK, we’re about to push the code, at the end. When we push the code, the first comment id that was added to the table was 15,000,000,001, so then you start at 15,000,000,000 and work my way back in the table. So we do some of that live as well. For the next push that we’re doing, we’re using a migration table, which will tell us how far along each record is, and which records we’ve actually migrated, and stuff like that. And then we’re going to use this package called "GearMan" which is a queuing system which we’ve had in production for a while. And we’re basically turning our servers into a giant BotNet, so we’ll back fill all those partitions quickly.

Paul: Wow, that kind of amount of data, it must create huge problems, even adding a new piece of functionality onto the site, to actually code it in a way that’s not going to have a momentous impact on the database. This must be something that’s always constantly on your mind I guess?

Joe: Yeah, I’ll tell you a really funny story that highlights that perfectly, we have these little green badges that are on the Digg button, and they indicate, that a friend of yours has dug that story. And when you hover it shows the last four friends to dig it or something. So that’s a pretty knurly query, against a very big table, and we’ve actually had to, what I would call "dial it down a bit", so that it only shows up on the stories that are 48 hours old, and it won’t show up if there are more than 500 diggs or something. So the features fairly usable, but it’s not like… Well before if someone went to the top of 365, it was basically crashing our servers. So we’ve been rewriting that, and we basically, the way that we’re rewriting it is: If you write something, we take that Digg and we drop it into each of your followers buckets. So we make a bucket for each story for each person. Any time one of their friends digs it, we drop that dig into their bucket, but the problem is, like Kevin Rose is followed by 40,000 people, so every time he digs something, I need to drop 40,000 things into 40,000 different buckets. And we did the math, and just to get that feature up and running in a vast sane manner, so that it will scale, so we can bring it back in full capacity so everyone can use it all the time. We need 1.25 GB of storage, and we need to be able to sustain 3000 writes per second in order to keep just that small feature online.

Paul: So that really kind of illustrates that a relatively small feature that someone comes up with, has massive ramifications from your point of view.

Joe: Yeah, this is something that has kind of been something that I always talk about. I mean even back when I was doing consulting, I’d kind of have clients come to me, and it would be: "Check out this awesome design", and I would be like "that designs awesome, but that little feature down there, that’s going to cost you know, $100,000 in servers, and 500 man hours. But it’s, like, well the designers think of sizes and shapes, and so Daniel always jokes around and says: "Well I can make it purple" if that will make it easier for you" you know, it’s like…

Paul: Laughs

Joe: Laughs – well that doesn’t make it easier!

Paul: Well, we’re going to get you and Daniel back on the show to talk about this whole design / developer relationships, so you can lace your side of it now, and get your side in first. Before he defends himself.

Joe: Sounds like a plan.

Paul: So are you at the point now where you’ve got an architecture that’s kind of infinitely scalable, or are you going to have to go back to the drawing board if Digg just goes even more, you know off the scale than it already is?

Joe: Yeah, well we’re actually at the drawing board right now.

Paul: Yeah?

Joe: Yeah, Ron, myself, and some of the other senior peeps, about 8 or 10 months ago, we started putting together… well we knew that we were going to start to have serious limitations, especially since we were going to be scaling internationally. You know there is a problem with latency. With you guys across the pond hitting the west coast and other things like that. So we want to be in multiple data centers. We want to be actively serving traffic from multiple data centers, so we’re are, well we need to horizontally partition, we need to make sure we can do that. And we need to live in two different data centers. We need to be able to survive one data center disappearing. So we spent basically a week in front of the white board, and we created this thing called IDDB, which is kind of an elastic storage engine, built on top of SQL, and memcachedb, that we’re going to be putting the first bits and pieces into production, probably over a month or so. And really, the whole partitioning thing isn’t the difficult thing to figure out. The difficult thing is basically spanning multiple data centers, and also we’ll have a couple hundred gigabytes of data, and I need to spray that across, you know, a couple dozen different servers, without bringing the site down. So we have a couple million – 3 or 4 million users, and I need to take all of their records, and all of their auxiliary records, here’s like your user record, and there’s also a bunch of cruft related to that. So I need to take all of that, and migrate it to different partitions. But I need to do that while the site’s still up and running, and I need to do that without breaking the site for you. So, that’s the more complex problem at this point.

Paul: I mean you talk about spreading across multiple data centers, and if one of those data centers goes down, the site does too, and whatever. How are you currently handling redundancy? How are you making sure the site stands up at the minute?

Joe: Right now, our only single point of failure at this point, is our actual data center, so if the data center falls off the planet, then we’ve got problems. But we’ve got a general architecture. We’ve got a couple of general balancers up front. And those two have, what we call a "heartbeat" between them, and if one of them falls off, the other instantly takes over traffic for it. And that balances traffic across, I couldn’t even tell you, dozens and dozens of web servers, and of course, the load balancer does help checks on those, so if any of those falls over, it will drop it out of the pool. Behind that, we have, I think, 4, I guess our masters are technically single points of failure, but we have multiple masters as well, and we have dozens of read slaves hanging off of them. I think right now it takes about 10 minutes to bring a new master into production if one fails. So, and then we have, to store our files, we have a thing called MogileFS, which is a distributed web dav storage engine of sorts, and we can loose multiple nodes on that, and not have any problem with that as well.

Paul: Yeah, so at the moment it’s a physical problem that you have, that if your data center gets hit by an earthquake or whatever, then you have problems. Please tell me it’s not in San Francisco?

Joe: It’s not in San Francisco.

Paul: Ha ha, yeah, you’re not actually going to say where it is are you?

Joe: No I can say we have one on the west coast, and we have one on the east coast.

Paul: Oh, well that’s at least something. Um, I mean so far we’ve concentrated a lot on scaling technology, but there’s kind of another side to this, as well, where you get something like Digg, that has grown incredibly rapidly, over a very short length of time, and that is, kind of scaling the team behind it. You know, I don’t know how many developers were working on Digg when you joined it, but there would certainly be a heck of a lot more now. And I’m quite interested in how you went about growing the team. And how you deal with that kind of rapid growth, and making sure everyone knows what they’re working on, and not overwriting others work, and all the complexity that goes along side of that. How have you dealt with that?

Joe: Sure, I guess, to put things into context a little bit, when I was hired, we had both Kurt Wilms and I, were both hired on the same day, and were respectively employees 18 and 19, and developers, I think there were 7 of us. So, now we’re at the low 20′s as far as developers, and we’re in the mid 80s, as far as total employees, and that’s been in a year and 9 months. So as far as scaling the teams go, some of the building blocks were well in place by the time I got here. Like, source repository, stuff like that. But I think the crucial things that we’ve done, since I’ve come on board, that were, we had some coding standards that were out there, but they weren’t really in force. And then we had, we didn’t really have any frameworks in place. I think one of the problems, you know, when Jay, our CEO, was asking, where do we find more senior developers, I told Jay, like that’s not the right question, the right question is like, how do we get the code, and how do we get the technology, in a position, where we don’t have to hire really senior people. So I think the keys to that are, we do have pretty strict coding standards, so we do enforce those rigorously, through continuous integeration environment, and code reviews. Every piece of code that gets pushed to production has to be reviewed. And that’s literally 4 or 5 coders, sitting in a room, going line by line through change sets, and stuff like that. And that sounds really time consuming, but without question, on every code review I’ve sat in on, we’ve found one show stopper bug. So, those have been crucial, in getting things put together. The other things we did as we grew, is we broke the team up into smaller teams, so we have a development team of 20 – 25 developers, but that’s broken up into teams of between 3 and 5 developers. This really helps in a couple of areas. 1, it enforces code ownership. So everybody has this problem. I code this, then I go and work on something completely different. And 6 months later I come back to this code and I’ve forgotten. I don’t remember any of that. Where as if you’re always working in the same area of the sites, not only do you remember a lot more, you’re a lot more familiar with that. But also, you feel a bit more of a sense of ownership over that. You’re not just this hired gun that’s come in and ploughs through this feature then moves on to something else. You have your own territory that you need to keep track of. You need to keep really nice and what-not. So we did that, and then we have a bunch of core frameworks, that we’ve built. We have a small application framework, we have an AJAX framework, and now, we have this data access layer that we’ve been building up called IDDB. So I think those are pretty crucial too. It’s difficult to find coders that are intimately aware of memcached, and race conditions that exist in memcached, and um, we have to be very selective about what fields we add indexes on in mySQL. We also have to be very selective about how we store that. Normalization flies totally out the window, if you’re a DBA guy. A lot of concepts, they are not bad developers, by any means, they do great AJAX work, they do great application level PHP work, but if you don’t have frameworks in place for them to not have to worry about the super-super complex stuff. It’s going to be really difficult to hire, and it’s going to be really difficult to, you know, get a lot of stuff running in parallel and stuff.

Paul: Wow.

Joe: Yeah, and then we also, another one of the things we’ve adopted, is the agile SCRUM. So we’re doing sprints, and we’re running those in parallel now across all the teams. So right now we have 4 major projects going on right now.

Paul: Ok. So you talk about a sense of ownership there, and the developers are split down into multiple certain areas. You know, does that not get boring, for the developer, having to work on the same bit of code long time, or do you rotate people?

Joe: Well, we don’t currently rotate people, the team structure’s been in place for about 4 or 5 months now. And you know, most of the work they get is fairly immediate, and we’re moving major projects like Facebook connect, so the "Tools and integration team", their doing facebook connect now, and after this, they will maybe work on a new version of the API and so on. It’s written out to wide swaths of the site, so that we have "Site Apps" which does like, all the different applications on the site. And then we have "Tools and Integration" where we have the external projection of Digg, then we have "Core Apps" which is like, search, R&D stuff like recommendation engine, and what not, and then we have "Core Infrastructure".

Paul: So it’s probably enough to be interesting?

Joe: Yeah, we have pretty broad teams, and also, when we put people on those teams, even if someone has an amazing core infrastructure background, but they say, look, like, one of our UI guys, used to be really heavy into core infrastructure stuff when he worked at Quest, and managed massive warehouses, but he says, like, "That’s not what gets me up in the morning any more". It’s like, "Javascript UI interfaces are". So we try to put people on the teams where, you know, where their passions lie. And that’s kind of another thing that people need to recognize. And that’s like, not all developers are driven by, or interested in the same things. We have some, what I would call "UI / Frontend" developers, where like, they could care less about PHP, but we have PHP guys who could care less about Javascript. So I think, recognizing strengths and weaknesses, and capitalizing on those, is pretty important too.

Paul: OK, one last question to finish off, and that is, well you know, the kind of things that you’ve been talking about are fascinating to hear, about the kind of challenges that you have to face with the size of Digg, and the amount of traffic you have to handle. But obviously a lot of people who are listening to this podcast, aren’t at that stage. They are not working on massive projects like that. So I’m really interested in what advice you would have, for those who are just beginning to suffer from scalability problems, and they feel that it’s coming, and it’s something they need to be paying attention to. But it’s not on the enormous scale that you have to deal with. What things can they do right now to prevent problems down the line?

Joe: Um, I think, the easiest things you can do, is you need to re-think the LAMP acronym, because that stack is actually no longer really that stack. I would take Linux, and I’d take Apache out of that stack, and it doesn’t matter, as long as you’re running on a Unix. And as far as Apache goes, Lighty and EngineX are much better at getting a lot more money out of your box, as far as scalability goes. The two areas, that I think people, they sound hard, but they are really easy. One of them is installing and using Memcached, and the other one is installing and using a queuing system of some sort. And I think, like, recently I went through this with a little side project, called "Please Dress Me" which AJ and Gary Benashack and I did.

Paul: Oh, yes yes.

Joe: And we had a very small virtual server at MediaTemple, that survived pretty crushing blows from TechCrunch, Digg, BoingBoing, with almost no load. And that was like, beforehand, memcached is so second nature to me at this point, that I was just like, "Oh, well I’m just going to cache everything in memcached", and it was literally just like this RAM spewing machine. It didn’t actually hit the database. Actually my sysadmin at MediaTemple was like "Something’s really weard, MySQL is only doing like 1 query a second, and you’re doing like 500 requests per second from BoingBoing. So I’m cached. Yeah memcached is just like, it takes literally 10 minutes to install, and probably another hour or two to implement.

Paul: Wow, that sounds excellent, that’s really good advice. Joe, thank you so much for coming on the show, and I can’t wait to get you and Daniel fighting with one an other in the not too distant future. I’m hoping to get a good violent argument about designers and developers, just because I can.

Joe: Laughs.

Paul: I was a little bit disappointed when you guys sat down at Future of Web Design, were far too nice to one another, compared to the evening before, when you’d had a bit to drink, and you were talking in the restaurant. That’s the kind of conversation I want, that real vicious session.

Joe: OK, I’ll make sure that Daniel and I get liquored up before coming on then.

Paul: Yeah, that’s the answer. Ok, thank you so much Joe, that’s really good advice, and we’ll talk to you soon.

Joe: Thanks Paul, bye.

Thanks goes to Nathan O’Hanlon for transcribing this interview.

Listeners feedback:

Top web designer applications

Often this section of the show consists of questions for myself and Marcus. However for a change, I thought we should ask the questions. Via the forum, the boagworld site and twitter I recently asked you to vote for your ‘favourite web designer application‘. The response was overwhelming and you can see the complete list of suggestions on UserVoice. However, here are the top 5…

Firebug – Firebug is a Firefox addon that puts a wealth of development tools at your fingertips while you browse. You can edit, debug, and monitor CSS, HTML, and JavaScript live in any web page. A less popular suggestion was the Web Inspector in Safari.
Web developer toolbar – The Web Developers toolbar is a Firefox addon that provides a variety of web development tools. You can disable CSS and Javascript, visually highlight elements, manage cookies and much more. A less popular alternative was the IE developers toolbar.
Adobe Photoshop – A professional image-editing and graphics creation software from Adobe. It provides a large library of effects, filters and layers. This is the grandfather of such applications and many (like myself) use it out of habit more than anything else. Less popular suggestions included Fireworks, Illustrator and Inkscape.
Coda – Coda is a one window development environment for the mac. It includes FTP, text editor, browser preview and even terminal window. A beautifully designed app it appeals to the more visual web designer. Simple, easy to use and elegant.
TextMate – TextMate is a powerful text editor for the mac with an extensive plug-in architecture. From its code highlighting in near endless languages to support for numerous version control systems, TextMate is probably the most powerful text editor out there.

If you disagree with the Boagworld Listeners top five or want to see the other entries then head on over to UserVoice and vote for yourself.

Sending out bulk emails

My second listener contribution comes from the forum. It is a question from Richard about sending bulk email.

Richard writes: I need to send out bulk emails to approx 200k registered (opted in) users on a monthly basis.

Does anyone have any recommendations for an outsourced bulk email provider?

As with the previous contribution I want to focus on your responses rather than my own. This is what the Boagworld community had to say…

Jamie was the first of a number of people to recommend Campaign Monitor. Judging by the feedback from the forum they offer an excellent service but are expensive when compared to others.

As well as recommending Campaign Monitor Nick mentions Silverpop, which he described as ‘an enterprise affair’. Apparently it is not as polished as campaign monitor but considerably more powerful.

Phil recommended two more, Mail Chimp and Mad Mini. He hasn’t used them personally but the prices look good and he says the user interfaces appear polished.

Doug doesn’t recommend a specific service but does refer Richard to a post on Creative Tips which provides a comprehensive review of Campaign Monitor, MailChimp, AWeber, and Constant Contact.

If you have suggestions for Richard or would just like to share your experiences of using bulk email services then contribute to the thread in the boagworld forum.

142. Community

Posted in Classic shows on November 5, 2008 by Paul Boag

In this week’s show Ryan and Stanton cover the news in Paul’s absence, we’re joined by Mark Boulton to discuss design by community and Marcus reminds us to keep positive.

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News and events

Typeface.js

There are many solutions to insert custom fonts into your designs, whether it’s the good old CSS image replacement techniques, SiFR or FLiR, we’re really just biding our time until font-embedding through the @font-face rule becomes widely supported in the browsers (we’ve covered font-embedding before in show 129) But for now, there’s another technique on the block called typeface.js which uses browsers’ vector drawing capabilities to draw text in HTML documents.

Browsers have, for a while, supported vector drawing – Firefox, Safari and Opera support the canvas element was well as SVG, and IE supports VML. The Typeface.js project uses this vector capability to ‘draw’ the fonts within your webpage.

There are a couple of caveats, while the ‘drawn’ text is selectable, it’s not highlighted (though this should be remedied in future versions) and the fonts have to be converted first through a tool available on their website. But this might be a nice little fallback if the users browser doesn’t support @font-face.

Sell Your Web App

In our next news item Ryan Carson, owner of Carsonified, has this week published a blog entitled “Sell Your Web App: Lessons I Learned From Selling Dropsend” and as you would expect from that title he shares his tips and mistakes when selling his app and it’s a very interesting read.

He talks about considerations like choosing the right merchant account, anticipating high lawyer and accountancy fees and off course being discreet, don’t blog about your sale!

He’s also prompted for people to leave their own tips in the comments so if you’ve sold a web app yourself head over to thinkvitamin.com and share your experiences as well.

Lessons learned while building an iPhone site.

Theres a nice article on the Flickr Blog which details some of the lessons they learned while building the popular iPhone version of the Flickr site. They go into detail of subjects such as “don’t use a javaScript library or CSS framework”, “Load page fragments instead of full pages”, “optimize everything” and making sure to tell the user what’s happening through visual indicators.

If you’re developing iPhone apps, or are even just thinking about it I’d recommend giving this article a read before you start work, it may save you a lot of time down the line.

Free Site Validator

Our final news item brings our attention to a service blogged about by Roger Johansson at 456bereastreet.com. Roger was looking for a way to validate his site without having to do every page individually and what he found was freesitevalidator.com.

The service automatically craws each page of your site and checks it for validation, as well as giving you a report of any broken/dead links. Also known as Link Rot!

The service looks really useful so be sure to check it out.

Interview: Mark Boulton on Design by Community

Paul: So as I said at the start of the show, joining me today is Mark Boulton. Good to have you on the show Mark.

Mark: Good to be here.

Paul: It’s nice to finally talk to you, we met up for the first time just a few days ago now.

Mark: Yeah, it was it was about a week ago.

Paul: It was great to do so. I talked about you a few weeks ago on the show as well when we were talking about a recent blog post that you wrote. But we will come on to that in just a minute. What we are going to talk about today with Mark is that he has done the unthinkable from a design point of view. Haven’t you really?

Mark: I have really yes.

Paul: You’re totally insane and so I wanted to pick you brain about why you have chosen to do the unthinkable. Before we get onto that, all of this resolves around some work your doing for Drupal. Tell us a little bit A) about what Drupal is and B) what you are doing.

Mark: Drupal is a Content Management Framework I guess, that allows people to build websites and its an open source project, it’s been going for quite a while now. I think seven years or so. The software is on version six now and it has a very large user base. Probably three hundred or so registered users.

Paul: Three hundred users?

Mark: Three hundred thousand!

Paul: Ah ok.

Mark: So it’s a pretty enormous project really, and with it being Open Source these are all very passionate developers. It’s quite a developer centric platform.

Paul: Ok.

Mark: The community, with it being open source the community contribute quite a lot to it, with modules and themes and that kind of thing, plugins. Our involvement in the project is redesigning drupal.org, which is kind of the home on the web of the framework, so you can go there and download and read documentation. But it’s also the home of the community, which is a pretty huge one. So it’s very exciting.

Paul: So tell us a little bit about the design process that you’re using, and this is what you blogged on and what kind of caught my attention and struck me as a ridiculous idea and what on earth were you thinking about?

Mark: Yeah, well I’ve been working with Lisa Raquelt who is a user experience researcher and kind of strategist. She started very early on in the process. She started blogging about it with the Drupal Association, who represent the Drupal community, who engaged us on the project. They are very happy with this being an open source project. They’re very happy with us to talk about it. Which is completely opposite to the way you normally work with a client.

Paul: Yeah, totally.

Mark: Normally you sign NDAs and it’s very closed doors. You don’t want to tell the competition, its the complete opposite, which is terrifying. Lisa started blogging about it and got really really great feedback from the community, really valuable feedback. Then I then started blogging about some of the design work we were doing. We are redesigning the wordmark and the branding currently. And I thought I may as well just jump in feet first here and see how this goes, which is totally contrary to the way I’ve been working in the past and the way your mind tells you you should work. You just shouldn’t openly talk about design because you’d think that it’s very subjective and everyone is going to have their own opinions, which is true. But we blogged about it a couple of weeks ago and it’s where my blog post on my own site, markboulton.co.uk, came about was I had a lot of people including yourself Paul. Who were saying I was insane, why are you doing this? And it’s this notion of design by community that’s very different to design by committee. Which is what a lot of people was telling me, "You can’t design by committee, it never works." Which is true, it never does.

Paul: So why do you think we are so hesitant as designers to talk openly? Is it fear of the subjective, is it that we don’t like people looking at our designs before they are finished? Why are we so hesitant do you think?

Mark: It’s a really interesting question that. I had an interesting conversation with an architect a couple of weeks ago about the exact same thing. A lot of architects don’t open up. A lot of designers, maybe product designers. An insight into the way somebody works and as designers we all work very differently and sometimes it’s a very private process. To expose that it’s almost like going out shopping with no clothes on. Suddenly you’re exposing the way that you work to everybody, to judge you, and people will judge you. It is a terrifying thought. I think part of it is also schooling. If you’ve done art at school, which most designers have done, most visual designers. You slave away on a piece of art and it’s not finished yet and it’s not finished and you don’t want anyone to look at it until it is finished, so I think there is an element of that as well. When I released two versions of the Drupal wordmark, for feedback they were very much just sketches. They were right in their first iteration. I would normally never do that but I thought let’s see what the community thinks.

Paul: So what happened when you released those two sketches?

Mark: It was carnage. Initially it was quite painful sometimes to listen to some of the comments to be honest. I think anybody takes their own work personally. If someone then attacks some of your own work with necessarily seeing any of the context and that kind of thing, then it can smart a little bit. But I’ve written my own blog for a while now and I’ve got reasonably thick skin, so it wasn’t that bad. What did come out through all of the comments were trends. Trends started to emerge. So from people’s subjective opinion, if enough people were having the same kind of subjective opinion, then that becomes less of an opinion and more of trend. And it was really those trends were looking to identify, that we could feed back into the development of the design.

Paul: It’s interesting there you talked about the fact the people who were seeing this stuff didn’t have the context. Did you not prepare the ground in any way? Did you not tell them why you took the approach you did? Or did you literally just put out the branding there and go, "What do you think?"

Mark: Yeah, there is a reasonably sticky situation with Drupal, particularly with the wordmark. They have a kind of logo at the moment, which is a kind of drop with a face on it. And that logo at the moment is under GPL so it can’t be trademarked which means the Drupal Association can not protect their own property, as it were, because this logo is under GPL. Which means that anybody can take it, change it, completely mess around with it. Which is fine, the community have been doing that for a long time now. So when I took on and blogged about this redesign of the wordmark, there was not the context, the business context, was perhaps lacking because I felt that I could not provide that business context. Because I was the designer and that should really come from someone else, and that was a little late in coming. Which is why the first blog post really didn’t go down too well, because I assumed the audience knew that this project was happening. As it turned out, it actually wasn’t. They didn’t know and it was all a bit of a mess, but it’s kind of smoothed over now, with later iterations and there’s been more blogging done by the Drupal Association. Which has provided the rationale for redesigning the branding.

Paul: Right, so there is a lesson to be learned there I guess of the importance of providing context and why stuff is happening and why you are taking the approach you are I guess.

Mark: Absolutely yeah, I think context is really important, especially for branding and logo design and that kind of thing. Just providing, and I was very aware of this when I blogged it. We all saw what happened with the London 2012 logo, when that is released very early without any context, it’s either misunderstood, or just hated or really liked. I’d rather have that kind of opinion anyway, than somebody kind of going, "Yeah, its alright."

Paul: You prefer to create a strong reaction.

Mark: Yeah, either positive or negative, because those are the reactions you can act upon. Anything in the middle is kind of gray, middle ground. That’s actually very very difficult to take on board and move forward with. So any kind of negative or positive reaction, you can take that on board, which we did. But the context for the Drupal logo is going to be the other stuff around it, which is the branding, the tone of voice, what is said on the page, the design, the other design elements around it, how it interacts with the existing kind of drop because they are still keeping that as a mascot. So it’s how all of that works together was perhaps lacking at this early stage. Which is why perhaps, going back to your initial question, designers don’t actually release very early on because the context isn’t there yet.

Paul: Yeah, which makes a lot of sense. When it came to the feedback, so you were obviously asking for feedback here, were you setting any kind of constraints on that feedback? From time to time I’ve talked on the subject about how to get design signoff and that kind of thing and one of the things that I always say is, "Don’t just say, ‘What do you think?’" but actually kind of try and guide the type of feedback you want and give a context to it, is that something you did?

Mark: Yeah. Not initially, which was why we had to.. The initial blog post didn’t really go down so well from an actionable sort of feedback point of view. Because I felt that a lot of the design questions I wanted answered. I think it was too early and I hold my hands up for that. I think it was too early in the process for me to blog about that. The second post that I put up I asked for specifics on whether or not the word mark needed a capital D or a lower case d and whether or not it needed, we were developing the idea of a secondary icon with it which is a splash and whether or not it needed the splash or not. We got some really great feedback because that focused people’s attention. That provided a really great selection of trends which have fed back into the next iteration. The first post was a bit of a free for all to be honest. Nothing really useful came out of it, which was a shame.

Paul: I mean you kind of, you talked about trends. Do you think that that is kind of, those trends that you see emerging, have the way that you have taken those on board has it been a kind of anecdotal trends or are you talking statistics here? Were you kind of marking down how many people you know said, "Yes, there should be an uppercase D." or whatever or are you just kind of taking on a feeling? Does that make sense?

Mark: Yeah. It was kind of taking on the feeling. More qualitative than quantitative at this point. However, for the cap D or lowercase d we could have just run a poll which in hindsight we should have done, is just had a tick box for each question as it were. However I’m always a little, I actually quite like a lot of the qualitative feedback because people were saying, "Yes cap D and splash," but then they go on to say something else. If we just reigned it into a simple poll then we would have lost all that really great, valuable feedback, because it’s that that provides context for their answer.

Paul: Yeah, I mean you won’t necessarily know why they’re saying a capital D.

Mark: Exactly, and there was enough of people saying the same kind of thing in those comments for it to be a pretty good trend for us to act upon. And it also throws out more heads about them on as it were. There was a lot of valuable comment from the Drupal community especially. And that we would have spent six months trying to research the ins and outs of that community, the history and the culture because there is an awful lot, you know. It’s been going seven years and there’s a lot of people in there. I would have been around â€˜til next year trying to fully understand that community if I hadn’t adopted this open way of working.

Paul: It’s quite interesting, isn’t it? I mean when they were coming back and you were seeing a trend emerging very definitely one way or the other over something, were you always going with that decision or were sometimes you saying "Well actually, although everybody’s saying we should go with a capital D or whatever, I’m not going to because of X, Y and Z."

Mark: Yes. I think there does have to be somebody who is willing to make a decision on something that needs to be decided upon. If fifty percent of people said, "I like a black website," and fifty percent of people say, "I like a white website," the compromise is that you end up with a gray website and nobody wants gray. So, what we’ve done especially with the cap D and lowercase d for example there was pretty much an overwhelming response to, "Yes it should be lowercase d," because it’s kind of more attractive aesthetically and all the rest of it. However we’ve chosen to go with uppercase D and that is because of business requirements and also because of the ties in with the documentation. We’ve revised the word mark now where the uppercase D is actually a lot better than the previous version. Perhaps when I posted initially the lowercase d and the uppercase D were not really on an equal footing design-wise. The uppercase D needed a lot of refinement and again perhaps that skewed the results, skewed the comments and so we’ve actually reversed the general trend there and said, "Actually no. We think we should go with the uppercase D for this reason and this reason," and that will continue throughout the whole process. We’ve got to remember, and it’s very important, that the Drupal Association hired us for our expertise and if we feel strongly about something then hopefully we’ll go ahead with that and we’ll push back on any feedback.

Paul: I mean it’s quite interesting. You talk about, "as we go through this process." So it sounds like you’re gonna keep going down this line, that you’re gonna, you know, as you create say, the website interface that you’ll expose that.

Mark: Yeah we are. If you have a look on groups.google.org and do a search for the redesign group in there we have set in a bunch of dates in the calendar for gathering community feedback. So we will be posting up a link on Thursday to the prototype we’re developing and we’ll be doing that for the next six to eight weeks. Every other week we’ll be posting a link up there to gather feedback throughout the weekend. So we’ll be posting it up on Thursday/Friday morning and then we’ll be kind of locking off comments on Monday and then all of those comments will hopefully try and establish some trends and feedback. That’ll then feed back into the next iteration. So we’ve pretty much set a precedent here and we’re gonna be designing in the open â€˜til the final curtain call, as it were.

Paul: Excellent! So how do you feel this differs from design by committee? Because from chatting to you when we met up whenever it was I got the distinct impression from you, you saw this as a very different kind of experience, but why, what makes it different?

Mark: Yeah, well I’ve been involved in design by committee quite a few times. I’m sure a lot of designers have and generally in those instances you’re in a boardroom or a meeting and there are several people, maybe twelve tops, and they all have very strong opinions. Generally, as I said in my blog post, there might be an alpha male in there or two sometimes. People can rally around the loudest voice, so all of a sudden that becomes the opinion. It can be a very, very difficult environment to work in because there are so few people, all with a very loud voice. Design by community is a different kettle of fish really because we’re designing for essentially 300,000 clients and the wider web community as well, we’re not just asking the Drupal community for feedback here, we’re also asking the wider web community for feedback. Anybody can get involved in this, it’s not just for the Drupal community. So anybody can. So if you feel like, talking to the listeners here, if anyone feels like weighting in with their comments, please do. Because it’s very important to us that the wider audience is reflected in this redesign and not just designing for the Drupal community. So it’s a very different process I think, because we’re kind of staffing back a little bit. We’re not in a meeting room with twelve people trying to come up with a solution. We’re putting stuff out there. We’re asking for comments from a lot of people who are thankfully providing comments, which is great. Really thoughtful feedback, then we can try and establish trends and then it’s those trends that we act upon. It becomes a little less subjective. That’s the idea anyway.

Paul: It’s the scale that turns it into trends rather than just an opinionated person I guess.

Mark: Yeah, that’s right. And you do have to, like I said initially, sometimes it’s difficult to read a bit of a flaming going on on your blog posts, you know, because there are quite a few people out there who will be very passionate about this project. They’re very passionate about Drupal because they’ve got a lot of time and money, a lot of people their livelihood is dependent upon this platform. So we have to really take that into account that this is serious for a lot of people. We’re not just redesigning a website here, we’re actually providing a platform for a community to do their work. So it’s pretty important stuff.

Paul: So, I mean do you think that this is a kind of a peculiar situation? You know, is the Drupal project unusual or would this be a kind of approach you would encourage for other designers working on other types of projects?

Mark: It’s a really interesting question. I mean I’ve worked waterfall methodologies in the past so you get your, you do your research, you do your initial designs, they get signed off and then you build your website, it’s very linear. And after working at the BBC for so long I realized that, because we worked very iteratively at the BBC that actually a more iterative approach was actually more valuable so to take that client-side approach, and the agile software development approach, to take that commercially with design is actually very difficult. But with the clients we are currently working with, that’s the way that we work. So we don’t work in a waterfall methodology, we work very iteratively upon fixed time scales. So we have a week per iteration for example. Now the feedback thing, the only difference really between Drupal and any other big project is the fact it’s open source and has a very, very big active community who are used to working in this way. I think that’s the critical thing is that they’re used to people putting software updates out early, feedback and they get changed and honed down until the final version is released but it’s just the way that they’re working so we have to kind of slot into that culture and it’s not a culture that design thrives in actually.

Paul: No, I can imagine.

Mark: No it’s a very difficult environment for design because, and it goes back again to one of your initial questions about wanting to sit there and craft a solution until it’s finished. Well that goes counter to the way that this open source culture works. They want to see stuff early. They want to feed back. They want their say. So as long as you kind of understand that and they’re not being grouchy or attacking you in any way they just want the very best for the project. So yeah, it’s worthwhile considering it as a working approach. Certainly the iterative approach is worthwhile considering for any project but the getting feedback early, if your audience is big enough then give it a go and see how it works. You know if you speak to me in six weeks time I may have a completely different conversation. This is really very much a work in progress and we’re just seeing how it’s going. It’s not been done as openly in the public before. I can’t really remember any projects from a design perspective that have been like this. It’s fairly unique. Which is really great, it’s exciting. So we’ll just see. We’ll see what happens.

Paul: Yeah, very interesting stuff Mark. Thank you very much for coming on the show.

Mark: Thank you for having me. It’s been a pleasure.

Paul: And we will wait with baited breath to see future blog posts as to how the experience goes to the bitter end.

Mark: Please do because I’ll be blogging about it pretty much constantly throughout the life of the project.

Paul: We’ll keep an eye on that. Thank you very much for your time and we’ll get you back on soon enough.

Mark: Great! Thanks Paul!

Paul: Bye bye.

Mark: Cheers. Bye.

Thanks goes to Todd Dietrich and Andy Kinsey for transcribing this interview.

Listeners feedback:

Keeping Positive

Got this question from Bill (remember him?!)….

I have just found out that the potential new project I have put loads of work in to winning is not coming my way. I wrote an extensive proposal, did some unpaid mock-up work, attended a presentation and jumped through every hoop thrown my way.

I was told by the client that it was ‘very close’ but on this occasion I had not been successful. Gutted.

How do you guys at Headscape cope with these types of rejections?

To be honest, and this is from a lot of bitter experience, it’s hard and some are harder to take than others.

I do, however, have a few thoughts and pointers that may help. Firstly, you can help yourself by weeding out the enquiries that you will never win.

Are these people worth your time?

Check out the email address of the enquirer. If it’s gmail, hotmail, yahoo or similar then chances are your potential client is just looking for free consultancy from you. I.e. they have an idea and have no idea what’s entailed in making that idea happen. And they certainly will not pay you to research it.

Secondly, and I am only aware of this possibility in the UK, but you can check up on a company through the Companies House website. This tells you all sorts of useful information about how long they’ve been around, their liquidity etc. You may change your mind about responding to a tender sent from a dissolved company.

Talk money

There is nothing more frustrating than being told that you are ‘way out of the ballpark’ after putting hours, even days, of effort into a proposal.

Ask people, up front, what their budget is. Explain that you need to know it to respond with the most appropriate solution for them. An example I often use is usability testing. Everyone knows that testing, preferably many times throughout a project can only be a good thing. But that said, not doing any testing doesn’t automatically mean that your client will get an unusable turkey for a site.

If you don’t get anywhere by asking then create a 2 or 3 paragraph solution with associated tasks (a mini proposal I guess) and email that to the potential client with an associated ballpark price. If they still want you to deliver a ‘full’ proposal then, chances are, your ballpark is within their range.

Ask/listen

Ok, so assuming you think that responding to the proposal is a good use of your time, you now need to read their brief in detail noting questions you have along the way. You will make a number of assumptions about what is the correct solution for this client while you are reading.

You need to talk to the client to confirm their answers to your questions but you also need to listen to their responses to ensure that your assumptions are correct. It’s very easy to arrogantly assume that ‘you know best’ because you’ve been doing it for years.

This also applies to your written proposal. Don’t describe and price up what you think the client needs – go through every point in their brief and respond to it accordingly. If it is plain obvious that something they’re asking for makes no sense at all, then tackle it head on and explain why they shouldn’t be doing it.

Stick to your guns

We decided, quite a while back, and for very good reason, that we would not do any unpaid mock-up design work. In some cases this has been seen as a positive thing (once it has been explained) but with other potential projects I’m sure it has adversely affected our chances of winning the work. However, we should stick to what we believe is right. Chopping and changing presents a negative image to both potential clients and our staff.

If you do decide to present initial mock-up ideas don’t be tempted into iterating them further. Any client who asks for is again asking for free work and is most definitely to be avoided.

Be gracious

Sometimes you just have to accept that you’re not the right fit with certain companies – even if the initial phone call or meeting went really well. It may well be that someone else delivers just the thing that really swings it for the client – sometime you just don’t know what that is.

If you do lose then you need to accept that you win some, you lose some. It often happens that these things happen in streaks which can be very frustrating. We found ourselves turning away superb opportunities earlier this year simply because we were too busy.

But always try to bring a positive attitude to any rejection because it is possible that these people will contact you again for further work (though beware that you are simply making up numbers!) or they may recommend you to others. They won’t do either if you react badly to the rejection!

Improving your site with user feedback

Posted in Site content on October 27, 2008 by Paul Boag

Users can be invaluable when deciding how to move a website forward. We should always listen to what they say. However, sometimes that is easier said than done.

Whether you are a website owner or a web designer, listen to your users. Whether you are running a web application like GetSignOff or developing content driven websites, listen to your users.

We all know that user feedback can be invaluable for improving our sites. However, knowing something and putting it into practice are different things.

There are two problems with listening to users:

How to listen to them in the first place
How to decide what is valuable feedback and what is not

We will never pay more than lip service to the idea of users shaping our sites unless we overcome these obstacles.

Collecting user feedback

Everybody thinks they know their audience. However, in reality they probably do not. When was the last time you actually asked a user his opinion? You may think you know what they want but you can’t be sure unless you ask.

Fortunately there are a number of ways to collect feedback from users:

Face to face

From focus groups to usability sessions, meeting users in the flesh provides unparalleled feedback. Meeting users allow a level of interaction unavailable through other methods because they allow two way real-time interaction.

This creates a better empathy and connection with users. You can get inside their heads by watching their mannerisms, listening to their tone of voice and even observing the way they dress. All of these subtle elements help construct a picture of the type of person they are.

Admittedly face to face meetings can be difficult to arrange. However I would encourage you to settle for nothing less. You may not do it extensively, but make sure you do it at least once.

Web stats and search queries

In my post ‘use web stats for more‘ I explored what could be learnt from analysing web logs and search queries. I explained that web stats could be used to find and resolve problems with usability, accessibility and content. I also looked at how monitoring search queries reveal what users really want from your site and the mental model they use to find your content.

In short, web stats are an invaluable source for identifying trends in behaviour and expectations.

Questionnaires and surveys

Probably the most traditional and most favoured form of collecting user feedback is the ‘survey/questionairre’. One reason they are favoured is because they identify broad trends in much the same way as web stats.

Personally I am not a fan of this approach, especially when used in isolation. Tracking broad trends through statistical analysis does not encourage empathy with users. As is pointed out in the book Subject to change, empathy is an important aspect of successful web development. Without empathy you will not truly understand your users.

Also, in my experience there is a difference between what users say and what they actually want. Users often request features and functionality when in reality they value a simple user experience. Without a two way discussion with users it is hard to identify the underlying needs.

Finally, unless users feel strongly about a site they are unlikely to complete a survey. This polarises results suggesting extreme opinion where it does not exist.

I am not suggesting surveys are useless. The problem is how they are acted upon. Many treat survey results as absolute. In fact it is necessary to ignore some results and read between the lines of others.

Third party web applications

The final way of collecting user feedback is through a new generation of community tools. Sites like Get Satisfaction and User Voice allow two way interaction with users. Users can submit suggestions, questions and complaints online and you can respond in kind. This happens in an open forum allowing anybody to participate in the discussion.

This open format (when compared to the predefined questions of a survey) encourages a more personal discussion and provides opportunity for a deeper level of discussion.

As with surveys the people responding are likely to be more polarised in opinion. However, because of the interactive nature of these services it is possible to dig a little deeper and understand the underlying issues.

Personally, I have found these services an invaluable way of building a closer relationship with users and better understanding what they are looking for.

Of course, whatever method you use to collect feedback it must be assessed. You need to determine what must be acted upon and what can be safely ignored.

Assessing user feedback

Once you have engaged your users, you will be amazed at the quality and quantity of suggestions. The problem becomes deciding what to implement.

I have had this problem for some time with both Boagworld and more recently GetSignOff. I have established 4 criteria I use to judge whether I act on a suggestion or not. These are:

Level of feedback – How many people are making the suggestion? If it is a substantial number then you should seriously consider implementing the idea. However if it is just a vocal minority then you may wish to think twice.
Source of feedback – Who is making the suggestion? Are those people your core audience? It is easy to find yourself implementing functionality for a group of users who provide no value to your business or site.
Cost of implementation – Consider return on investment when deciding on whether to implement a suggestion or not. If it is time consuming to build and expensive to implement, then the benefit to your users and your business must be high.
Impact – Finally, consider the broader impact of adding new functionality or content. Will it introduce complexity into your site? Will it break another part of the site? Will it distract users from your call to action or undermine business objectives? Often implementing a suggestion can have surprising consequences.

There is no doubt that listening to users can be an invaluable way of improving your site. However, ask yourself how you intend to gather their feedback and respond to the results.

140. Launch

Posted in Classic shows on October 22, 2008 by Paul Boag

In this week’s show GetSignOff has finally launched, we talk about how to use web stats to improve your site and we answer your questions about roles with web design and should you help clients with hosting.

Podcast: Download (25.2MB)

Download this show.

Launch our podcast player

News and events

Acid3 receptions and misconceptions and do we have a winner?

The team that develop WebKit, the open source web browser engine that Safari and the new Google Chrome are built on, have just announced that the engine passes the Acid3 test developed by The Web Standard Project (Wasp).

So what is Acid3?

Acid3 runs a series of tests against a given browser and produces a score, the goal being 100/100. This score is generated from how "standards compliant" the browser is. For example whether it supports CSS2.1 styles such as "inline-block" and "pre-wrap", if it supports SVG-Fonts, what DOM features is supports and a whole range of other criteria.

So WebKit passes!

Does this mean we should ditch Firefox, IE and all the other browsers in favour of Safari or Chrome, well no, and that’s what Lars Gunther is talking about in his article over at WaSP.

It’s great that tests like Acid3 exist and that browser developers endeavour to build better browsers because of them. All in all it results in a much better experience for the average user and makes our lives as Web Designers much more hassle free.

6 Things To Like About Dreamweaver CS4

So Dreamweaver CS4 became available this week, 15th October to be exact and Alex Walker over at Site Point has been having a play and has shared with us 6 thinks he likes about the new release. Check out his article for details of each, but a summarised list is:

UI/Workflow Improvements
The Related Files Toolbar
Code Navigator
Live View
Advanced JavaScript Interpretation
Making JavaScript Unobtrusive

From reading the article these improvements over the previous version look really promising. One feature that really caught my eye is "intelligent code completion" for JavaScript and the most popular libraries such as jQuery, MooTools, Prototype etc, the same way it does for HTML!

It would also appear that Adobe are making big improvements to the "Display View" of Dreamweaver, which has historically been the stigma plaguing most "professional" designers who use it. The "Display View" now has integrated code navigation, so you can use it to jump to specific elements within the page and Adobe have also built WebKit into Dreamweavers core so you can run your site through the software to test JavaScript, rendered CSS, server-side code etc.

So will these new features encourage more people to use Dreamweaver?

7 Ingredients of Good Corporate Design

Smashing Magazine has published a great article that discusses 7 ingredients to good corporate design. They break the discussion into two elements:

Design as artistic representation, which consists of:
- Logo
- Typography
- Colours
Design strategy, consisting of:
- Brand
- Quality
- Community
- Culture

It’s important to understand that corporate design isn’t simply of a graphical nature but is intrinsically linked with your strategy, the goals that you set and how you implement them and this article is well worth the read.

Launch: GetSignOff Goes Public

Monday GetSignOff finally opened to the public. It has been an interesting journey read more here.

Feature: Using Web Stats for More

We all use web stat tools like Google Analytics for tracking marketing campaigns. However, they can also be used to improve your site. We discuss this in this weeks feature.

Listeners feedback:

Salesman seeks designer/developer

Got this audio question from Andrew:

Hi Paul, hello Marcus and hi to all the people who work at the show. I live in Canada so hearing your nice English voices through my headphones is great. My name is Steve and I’ve done some freelance web design for clients in the past, but the part I enjoyed the most was the selling cycle; being able to explain to the client what a standards based website could do for them and then persuade them that investing in such a site would be wise for their business. I bet there’s a lot of designers and developers out there who are absolute Jedis when it comes to coding CSS and HTML but really hate the selling part. And then there are people like me who can really sell well but I wish I could work with people who are amazing at building websites.

My two-pronged question is as follows:

Is there a website or another resource that would allow people like me, who love web design, but are more business/marketing oriented to touch base with people who are in the opposite situation? And I’m thinking more than just a job board here, I guess the best analogy would be something that Marcus might be familiar with – adverts in the back of music magazines that would say something like ‘band seeks drummer’ or ‘talented singer needs people to play instruments’.

My other question: how did you guys do it at Headscape, were you all great at coding and someone had to get pushed out the door and start selling or were there very separate roles from the beginning?

Ok, part one first (I’m original aren’t I)… the ‘band seeks drummer’ analogy is good but I much prefer a dating agency analogy! Cuddly, financially sound salesman WGSOH seeks quiet, intense, practical developer for fulfilling relationship. :-)

As far as I am aware, sadly, this service does not exist. Forums, like the Boagworld forum, have got to be your best bet.

Right, part two. Much as I would love to claim that I used to be great at coding before they kicked me out of the door to do the selling, it would be a blatant lie. When Headscape started, the three of us came from different disciplines – Paul was designer/tech (it’s true!), Chris was project manager and I was salesman. We soon didn’t have enough design/tech resource and started to recruit but the fact that a) Chris was organising and pushing projects along and b) that I was concentrating on bringing in new work meant that we were running things like a larger agency (more efficiently and with less risk) very early on.

I have banged on about how important effective selling is in the past many times so won’t repeat myself here. The only thing I will say is that having totally separate roles is not necessarily a good thing. Even now, we don’t have very separate roles. Chris and Paul are both heavily involved in the sales process and always have been. In my view, it is the responsibility of the company directors to se
ll.

But, added to that, Chris and I also do a lot of consultancy work (requirements analysis, IA work etc), and Paul still does design work. This is important because it keeps our ‘hand’ in. Getting too involved in one role can often lead to a lot of potentially out-of-date talking, and very little ‘doing’.

Do/should you help clients’ with hosting?

Hi all

I’m just about to do a ‘simple’ website for a friend (aka my 1st client) which will try to market something he is looking to rent out. Whilst I’m confident I can do the website, I’m not sure how far I should go with helping/organising his hosting. The client doesn’t know anything about hosting and doesn’t have any hosting space with his broadband provider.

Now I don’t really want to get into organising hosting unless I have to, so I’d just like to know what the ‘norm’ is in this regard? As a web developer/firm do you automatically sort out hosting, do you get the client to do it and then give you the hosting password so you can upload the site? Is it even a good/lucrative idea to get involved in sorting this out as part of the ‘service’? Can people suggest what they do please?

Thanks, Alex

This question came from the Forum and there are already some interesting posts in response. The biggest issue here is:

Can you support this website?

Can you provide support if the site goes down in the middle of the night, on Christmas Day, or even when you’re on your two week break to Spain?

If you decide to sell hosting then you become a middle man between your client and the hosting company. Your client is contracted to you to provide and support hosting, not the hosting company. Of course, you have a relationship with the hosting company where they will provide an agreed level of support but… you are still the person that has to deal with your clients’ issues as and when they arise.

At Headscape we are completely open about this with our clients. We tell them that we only provide support (of any kind) on working days between 9am and 5.30pm. We’re not set up to do anything more than that.

However, we do offer hosting for those clients that feel that the level of support that we offer is enough. We have our own managed platform and we also act as a reseller for a large hosting company.

The solution for those clients that require a superior level of service is simple. The client buys the hosting directly thereby taking you – the agency/freelancer – out of the loop. We specify technologies, discuss the level of support required, amount of bandwidth etc with client – we will also set up the site on the web server – but the client orders and pays for the hosting.

This has worked really well particularly for the larger, busier sites that we have developed.

All that said, if you act as a reseller, and you have enough clients, you can make a decent profit via hosting. However, don’t be fooled into thinking that it doesn’t involve any work keeping all those clients happy and up to date. If you have enough clients to make money out of hosting then it’s very likely that you will have regular hosting issues to deal with and constant renewals to deal with.

My friend and colleague, the long suffering Mr Scott, has many times said that he wished we had never touched hosting simply because it often ends being a constant irritation that gets in the way of project work and rarely pays for itself.

139. Brand

Posted in Classic shows on October 15, 2008 by Paul Boag

On this week’s show we’re joined by Ryan Carson to discuss building an online brand. We look at promoting your site with minimal budget and Marcus shares his views on working in an office.

Podcast: Download (33.1MB)

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News and events

Understanding progressive enhancement

Its funny how we spend our whole lives telling clients to avoid jargon and yet web design has more jargon than most. Every few months we seem to make up some new term that is thrown around like everybody knows it.

In reality some we have never heard certain terms, while others seems so similar to one another that the difference escapes us. Take for example ‘graceful degradation’ and ‘progressive enhancement’. Have you heard of them? Could you tell me the difference?

I have to be honest, I couldn’t. In fact in a few weeks you will hear an interview I recorded with Paul Annett from clear:left where I make a comment about graceful degradation and he said ‘no its more like progressive enhancement’. I had no clue why one was right and the other was wrong and I am supposedly a web design expert. Does that make me thick? Possibly. However, more likely I just missed the memo on that one.

The trouble is we are all too busy looking intelligent to clearly communicate with one another.

I have to some extent criticised A List Apart (among others) in the past for perpetuating this kind of ‘in the know mentality’. However, I am now being forced to eat my words (gratefully so) as they published an excellent article on Progressive Enhancement and why you should care about it.

Now if only somebody could explain what Web 2.0. really is.

A free conference (kind of)

I realise that some of the advice I give on this show is unrealistic for some. For example, I talk about the importance of attending conferences. However, when a conference can cost hundreds of pounds it is not always possible.

One alternative is to listen to the podcasts that most conferences published. Unfortunately, they are slow to appear and are hard to follow without being able to see the slides.

Fortunately, the FOWA in London has significantly raised the bar and other conferences will be forced to follow suit.

FOWA has released video of most talks. These appeared within hours of the speaker taking the stage, and are beautifully done including both speaker and screen.

There are also ‘highlights reels’ for most talks. These are a cut down version of the presentation, ideal if you are too busy to watch the whole thing.

With some of the most influential people in web design taking the stage, this is an invaluable resource and Carsonified should be congratulated for making it freely available.

Design Float

Talking of useful resources check out Design Float. Design Float is basically a Digg clone. However it is a clone aimed at designers.

I have to say I don’t like sites that rip off Digg. I have huge respect for what people like Daniel Burka and Joe Stump are doing at Digg. I hate to see people directly ripping off their work (normally badly).

However, Digg does have one flaw. It doesn’t serve the niche very well. Even Kevin Rose recently said: "We don’t really do a good job of servicing the long tail of content." And he is right.

As a web designer, categories such as technology or design are just too broad for me to bother following Digg regularly. Until this problem is resolved, Design Float is an alternative.

Design Float allows me to only see stories relating to web design and although the smaller community means that stories are posted less regularly, what is posted is pretty good.

I recommend checking it out. However, if you are a designer don’t just limit yourself to web design posts. Also look at the other design posts. There is some pretty inspiring stuff there.

Can we stop supporting text scaling?

Finally today, a post by Dave Shea in which he discusses page zooming.

Most modern browsers now support page zooming. The only exception is Safari and that will soon change. This allows users to zoom an entire page, not just the text. Obviously this is beneficial to those with visual impairments. However, is also exciting for web site owners and designers.

Traditionally websites have been forced to support text resizing. This significantly increased development time as well as making design integrity challenging. As text scales, designs often breakdown especially when fixed sized images are involved.

With page zooming these problems go away. It provides the designer with more control and reduces the costs of development. A cost normally passed on to the website owner.

Dave asks whether it is time to support page zoom rather than text resizing. As can be seem from the comments, there is no wrong or right answer. Nevertheless it is an interesting question and one you might want to start considering for your own site.

Interview: Ryan Carson on Building an Online Brand

Paul: So I’m really excited to have joining me today Ryan Carson from Carsonified. Good to speak to you Ryan.

Ryan: Thanks for having me Paul. Good to be here.

Paul: It seems that we are crossing paths more and more often with me doing various things with Future Of conferences and you guys kindly giving discounts to my listeners, so it’s good to finally actually have you on the show.

Ryan: Thanks. It’s great to be here.

Paul: So the reason I have asked Ryan on to the show today is to talk a little bit about building an online brand. Carsonified have got lots of different brand identities going on with obviously Carsonified itself and then Future Of and ThinkVitamin and various other things. Ryan’s a bit of an expert really, or he comes across like that anyway, at building an online brand and I wanted to talk to him about how he’s gone about doing that. But before we get into that, Ryan, tell us a little bit about the background of Carsonified. How did it come into being, so to speak? How did it end up being what it is today?

Ryan: Well, it was kind of born four years ago. It started off basically as just me in our top bedroom. I used to be a developer in a web design studio and when Jill and I, my wife and I, got married four years ago we just decided to start our own company. At that point it was just me and I was trying to build web apps and attempting to make money and didn’t really do a great job of it. Then I kind of slowly moved into doing sort of more workshops and things and then we built our first proper web app, which was DropSend, and then we just kept growing and growing and doing more web apps and more websites, for ourself not for clients, and then we launched a couple big conferences, Future Of Web Apps and Future Of Web Design, and all of a sudden now we’re about eleven people. Located in Bath and just love what we do and are really excited to be part of the web industry. So that’s us kind of in a nutshell.

Paul: It’s quite interesting, the approach that you’ve taken. You’ve come from the same background as the vast majority of us yet your business has gone in a completely different direction. You haven’t gone down the road of delivering solutions to clients but you’ve done this quite eclectic thing of a bit of web apps here, conferences here. Was that an intentional thing or has it just kind of naturally evolved that way?

Ryan: It kind of naturally evolved but my mother, and your mom always knows you best, she always said there’s a vein that’s been running through my life for a long time, which is just connecting people. I don’t know, for whatever reason I just get a lot of joy out of connecting people and physical events are just a great way to do that. I’m passionate about the web and therefore it’s kind of like, well, connecting people in the web industry, in the technology sector is just kind of made sense. It did start off with this thing called BD4D which you probably don’t remember, By Designers For Designers. A friend and I did that and it was bd4d.com which is now gone but the idea was we got together designers for free just at a bar and people showed their work. It was in London originally and it kind of took off and I think then it was always just a for fun thing. We called it the Creative Fight Club. I think that was kind of the genesis of our events career. We don’t really see ourself as an events company we see ourselves very much as lovers of the web and technology and we just kind of happen to connect people at events so, it just kind of worked that way. I’m also not a big fan of working for clients because it’s just so hard. I really respect what you guys at Headscape and any web designer web developer because constantly doing work for clients is really hard work and it’s fun but it’s hard and because we run our own conferences and build our own web apps thankfully we’re our own client which gives us a bit more freedom. So that’s kind of how we ended up there.

Paul: It depends on how you look at it Ryan because from my point of view you’ve got thousands of clients while I only have one at a time because you have all those users of your apps and the people who come to your conferences. You’ve got far more trouble in my opinion.

Ryan: I guess you could look at it like that but they tend to be less demanding. They’re not paying us thousands of pounds each so it kind of. But you could look at it like that. We try to treat all of you who come to our show with the same respect as clients, it’s just a shorter term, lower economic value relationship.

Paul: OK, so let’s talk about brand a little bit and profile and stuff like that. Carsonified has kind of built quite a significant online profile and I’m just quite interested in some of the techniques that you’ve used to achieve that. You know, how have you made that happen?

Ryan: OK, well I think underlying everything we do is genuineness. I think that we care very much about honesty and being genuine and being kind and friendly and that sounds a bit fuzzy and happy but that’s just kind of, I don’t know, the way we are. And I think that’s been the key to our success, that when we do things people know that we’re not trying to pull the wool over their eyes or secretly sell them something. We have a genuine interest in the web and the tech industry and so when we do things people kind of know there’s real people that are behind this, we’re not some company. And I think we’ve always been very personal and very human and very transparent and I think that at least set the stage for being successful, but obviously we just follow through with pumping out tons of hopefully valuable content. We see building a brand as basically building friends and I think that on our blogs and through our tweets and at our events and through our communications we try to treat everybody as friends and that’s kind of, I think, a little bit of the key to our success.

Paul: I like that idea of talking about treating people as friends. I think that’s a good way. Too many people treat people as potential customers in preference to actually having any real interest in them as human beings I guess. So it’s good.

Ryan: Well yeah. I just kind of think about who do you like being around? I mean, It’s your friends and there’s a reason for that. I think why does business have to be different? Of course there’s an element of professionality but when you go to the pub and you relax it’s because you feel comfortable with people and I think that whole idea should permeate business. You know with your friends you just buy them a beer, but with your customers there’s significant money being exchanged I think that should involve even more trust than friendship. Hopefully our customers, our attendees and our sponsors really believe that we’re doing the right thing for them. You guys probably do something very similar when you work with your clients. You want them to know that you care about them. That this isn’t just about money that you actually are trying to build something beautiful and worthwhile for them.

Paul: Yeah. I mean it’s interesting. You talking about friends reminds me a little bit of the Innocent smoothie guys that I heard talking at Fuel, which is obviously one of your conferences, where they were talking about how they refer to their customers as family, don’t they? And I always thought was quite a. It sounds naff when you say out loud, referring to your customers as family but if you kind of treat them with that kind of respect, I don’t know, it’s good but it depends on how you get on with your family I guess.

Ryan: Yeah. It could be good or bad but the problem is that would never work if you didn’t actually think Innocent cared about you. If you looked on their bottle and there was E numbers and preservatives and stuff you’d think, “Well, they talk this stuff, but they don’t really seem that committed to doing this.” So I think it really needs to be backed up with a sincere and real effort to support. I mean, we’ve been talking about accessibility, this is a good example, at Carsonified for years. You know, “Yeah we care about accessibility and it’s a great thing,” but we don’t actually know what we’re doing and so we just met with AbilityNet yesterday with Robin and we said we want to get serious about this. I know that you guys are really good at accessibility and sort of putting our money where our mouth is. We want people with disabilities to be able to attend our shows and to use our websites. Let’s actually spend some money on that and get serious about it so at the bottom of each page we’re going to put a little thumbs up symbol that will go to a site that explains why accessibility is important to us and what we’ve done to move towards that with also sort of some tips and hints for people who are disabled like how can you use this site better and get more out of it so trying to put our money where our mouth is really.

Paul: Yeah. I tell you one of my favorite moments I ever had at one of your conferences was, I can’t even remember who the speaker was but the question that came out for the panel was about promoting your business and can you do that outside of San Francisco and California and this guy said you had to be in California you had to be at San Francisco if you wanted to launch a web app and you stood up afterwards and you completely laid into this guy and you said, “No no no, that’s not the case, blah blah blah.” But it does strike me, you know, you’re a Bath-based company and Bath isn’t exactly the beating heart of the web design world and I’m quite interested as to whether you feel that that’s been a barrier to you in any way, being based where you are.

Ryan: That’s a great question. It makes it harder, for sure. You know, we have to go to London to have meetings to go to drink, parties, to network, blah blah blah, but the way we make up for that, and I think a lot of your listeners won’t be in London necessarily or New York or Silicon Valley so this is applicable to all of you out there. It’s all about being visible on the web. And you guys do a good job of this as well. You just have to get yourself out there. So we blog as much as we can, we tweet as much as we can. We try to gather a community around us and that’s the way we make up for the fact that we’re not in London or Silicon Valley. I was going to say another important thing about building a brand, and this fits into that, you need to have an opinion in order to be heard, and that means that you have to be comfortable with the fact that people will completely disagree with you sometimes. You know I think in a way I’ve been successful at building a brand because I’m willing to say something that pisses people off really. You know and I think it’s only interesting to hear from someone who has an opinion. When Paul Graham said that “You know you need to be in the startup hub,” it just really made me angry, because he was basically saying to every one of us, well, you know you’re just kind of screwed, and I just thought, “You know what? That’s just not true, and it makes mad and I’m gonna sort of put my reputation on the line by going on stage and disagreeing with you, a well known entrepreneur.” And if I kind of was afraid to do that you know, not so many people know about et cetera. So yeah, get out there, blog, be as controversial as you can, you know as long as you’re being genuine and be ready for people to say mean things about you really.

Paul: Talking about mean things and people say mean things about you. You’ve come under some criticism for being somewhat pushy in your self-promotion. Do you think that’s kind of justified in any way? Do you think maybe there’s a cultural difference there, the fact that you’re American and are us English more uncomfortable with marketing and promoting ourselves?

Ryan: Yes, I think there is a cultural difference. But I’m also kind of, I like to think I’m friendly but I am sort of a brash person. I’m not afraid to tell you my opinion and do what I think I need to do. While being kind, I don’t want to sort of hurt anybody, but I think there is a cultural difference and I do think that, I mean my wife is English so I’m obviously very familiar with English culture now and British culture and I think there is kind of a slight uncomfortableness with getting on stage and blowing your own horn. I think that in the UK we need to get over that. Not change our culture here but be willing to admit that in the UK if we don’t start to step up to the plate and start talking about ourselves, the rest of the world’s just gonna carry on in the tech space. Mike Harrington, he’s not going to shut up. You know and unless we really start to kind of compete with that and start talk about all of the great things that are going on in the UK and really kind of get out there I think unfortunately it means that the startups and the web designers and web developers that are British are going to start to fall behind in the world stage. For instance, I was trying to think, who are the rock star developers in the UK? Who can you name? I mean I can name a couple but who do you think?

Paul: It’s hard. It’s hard to say. I think there are more rock star designers than there are developers. You know you can think of people like Rachel Andrew, and Drew. Two that spring to mind. Jeremy Keith is kind of a developer but maybe not really.

Ryan: Matt Biddle. You know, there’s a few but it’s just. It’s not the plethora that are sort of being spoken about, in the US particularly, but I have no doubt there’s just as many talented people here. It’s just that, that hesitancy to say, “I’m going to do my own startup. I’ve got a good idea. I’ve got what it takes. I’m gonna start talking about it.” It’s just less common over here. I’m not saying that’s a bad thing and that everyone here should change but I think if you want to build a brand in the web space you just need to admit that I’ve got to get out there. You know I had an interesting conversation with Alex Hunter who is sort of really big in Virgin, The Virgin Group, he’s high up and he’s met Richard Branson a bunch of times. And you know what was crazy? He said that Richard was really shy. And I was like, “Really?” That’s a great example I think of a guy, he’s obviously driven and I don’t think everyone should be like Richard Branson but he’s obviously driven and he understands that in order to get Virgin talked about, to build a brand he’s got to be kind of crazy and get out there. He’s always hanging from helicopters or you know flying spaceships and you know, that’s why people talk about him.

Paul: I think there’s also a little bit within the web design community here in the UK of kind of almost false modesty and a little bit of trying to persuade the world that we’re being very altruistic in what we’re doing and not being up front. I receive criticism for the fact that I’m very open about the fact that Boagworld is a marketing tool and that we make money out of it.

Ryan: But it’s the truth.

Paul: Yeah, exactly. So I think I prefer to be up front about those things, than kind of hide them behind a faÃ§ade of false modesty to be honest.

Ryan: Well yeah and that kind of goes back to my thing I said earlier about being genuine. I think you’ll always be better off if you’re genuine. And of course we’re sort of painting with broad brushstrokes here, but there’s some very talented people here and I just think, let’s get on our soap boxes and sort of shouting back at the Americans really. And people are doing it, I just think there should be more of it.

Paul: Talking about effective marketing tools, ThinkVitamin, let’s talk about that for a little bit. ThinkVitamin is a website that you run which is basically web design related and web app related kind of articles and stuff like that. I’m guessing that was set up as a marketing tool. Tell me a little bit about why it exists and how you came about setting it up and what its aim is for you.

Ryan: Yes. So thinkvitamin.com has two purposes. It’s to build good will and to give back to the community but it’s also a marketing tool and those things are actually very related. If we pump out great content we give away for free it will be valuable, but those of you who read thinkvitamin.com will also probably come to our shows. It’s a symbiotic relationship. We’re very happy to do that. There is a little bit of altruism there, we do actually want to provide good content and give it away for free but we also realize we needed a platform to talk about our shows. We kind of kept calling in favors like, “Do you mind blogging about Future Of Web Apps?” and “Can you mention it?” We just thought we need to build a big site that people go to so we can tell them about that and we’re fortunate to have great connections. We know people like you and Molly Holzschlag and Kevin Rose and just big Internet people and they all agreed to be on the advisory board and really that’s just a group of people that we trust that occasionally write for us but we’re actually taking ThinkVitamin in a new direction where we want it to pretty much become it’s own little business. So we’ve hired a full time Editor named Simon Mackie and he was really high up at SitePoint actually. And he’s come over and he’s taken the reigns and we’re gonna, yeah we’re gonna basically grow that team and expand that out into its own little business.

Paul: That’s interesting.

Ryan: It’ll be better for the readers. It kind of was dying. The publishing schedule was going down and I think we realized, “Man this is so valuable we have over 50,000 RSS subscribers, closer to 70 if you count the news feed,” and we thought, “This is great, we should grow it.”

Paul: Yeah. I mean it’s interesting in some ways you’ve kind of taken the same approach that we have at Headscape using ThinkVitamin that you could have created a blog on the Futures Of website and you could have put this content there. There’s actually a value in separating it out and making it a standalone thing. It feels less salesy I guess. The same way as I could have posted my Boagworld stuff on the Headscape site. You know it could be the Headscape podcast instead of the Boagworld one. All the rest of it. It just comes on a bit too strong if you do that I guess.

Ryan: I totally agree. And it’s interesting because I had a good conversation with Mike at FreshBooks, and freshbooks.com for those of you who don’t know is an app that helps you send out invoices. He had this blog and he was really slogging his guts out on it and at freshbooks.com/blog or something and he said, “I don’t get it. No one’s really reading it,” and to me it was obvious for that reason you just said. Well it’s clear that this is just a marketing tool. Why would you put a blog on your company’s site, on your product’s site? It’s just kind of obvious and that’s exactly why we haven’t done it for our events, you know we put occasional updates there but it’s hard. As much as I like Web 2.0 Expo or something I would never read a blog from Web 2.0 Expo. It’s just too blech, you know what I mean?

Paul: Yeah totally. It’s interesting that the other thing that you’ve done, which again is something that I do, which is that you haven’t just relied on people coming into your sites, whether it be ThinkVitamin or the Futures Of sites or even the Carsonified site. You’ve made a big deal of kind of going out there and using tools like Twitter and Qik and YouTube. I’m just interested as how effective you’ve found those things.

Ryan: I find Qik to be really effective, or Qik, however the heck you say it qik.com and I was really shocked as soon as I started broadcasting was that just tons of people were interacting and I almost couldn’t wait to do the next one. Annoyingly 3G is kind of spotty in Bath so it makes the quality a little bit bad but I’d highly recommend Qik or any other comparable service. It’s so fun you just take your phone with you, I had to get a kind of crappy Nokia phone or something, because I use my iPhone for normal business but just grabbed it from the 3 store, got a plan I think it’s 20 pounds a month that gives you unlimited data which you’ll need if you’re streaming live video from a phone, and whenever I’d walk to Starbucks or something I’d just turn it on and start talking and people would show up because the way Qik works for people who don’t know is you actually see comments live on the phone screen.

Paul: That’s very cool.

Ryan: Yeah, it’s great for interaction and any tool you can use to interact with your fans will increase your connection and that friendship. It will show you want to be real and you want to connect with people and I think hopefully we’ve achieved that where people think, “Gosh you know Carsonified we know who’s there we know it’s not a company it’s really these people that are there and they’re interested in hearing from me and talking to me,” so that’s been good. YouTube has been amazing, I mean I hate YouTube, it’s ugly, it’s a bit crude you know but man there’s just a lot of people on it. I used this cruddy little video camera, filmed myself giving some tips about business, threw it in iMovie, put some music to it and popped it on YouTube and I think I can’t remember the figures it’s up to, it’s up to like 10 or 15,000 views in literally like two hours work.

Paul: Yeah, I keep meaning to get around to that myself and I’ve never quite managed it.

Ryan: Now you can use a Flip camera. Flip is just a type of camera, you just record and then it’s got a USB dongle built right into it. You pop it in and it actually automatically uploads it to YouTube.

Paul: That’s nice.

Ryan: There’s a couple tools you can use to make it easier. And then Facebook, I’ve been using Facebook a lot just to connect with people and remember people’s birthdays and say hello and just be a friend to them. The more connections you can have to people the better, which builds your brand and I feel that, like a mercenary when I say that, and I don’t like it, like I do believe it’s just a better way to live to connect with people and it happens to build your brand which is great and I like that as well, but I think it’s important that you need to be genuine and actually care about people for this to connect.

Paul: What about Twitter? How have you got on with that? Have you found that a useful tool?

Ryan: I love Twitter. And it’s been probably the best way I think for me to communicate I’ve got I think around 4,200 followers now and I don’t know why people follow me. I don’t think I’m particularly interesting but I do whenever I tweet I try to imagine if I was somebody else and I was reading it if I would find it interesting. I think with Twitter don’t tweet too much, maybe a couple times a day max. If you tweet too much people unsubscribe.

Paul: That will explain my problem then, I tweet too much.

Ryan: I still follow you so it’s not too bad. But you know Evan Williams had a good tip he said you should tweet things every so often that you’re not quite sure if you should tweet because they’re a bit too personal or a bit too blech, because that’s the type of stuff that’s actually fun and interesting to read. Initially we had a twitter account for Carsonified and we deleted it. I think we decided that that was kind of exactly what not to do. People don’t really want to hear from a company, they want to hear from you.

Paul: That’s almost the same as having a blog on your own corporate website isn’t it? Having a kind of corporate Twitter account. After saying that we have set one up for GetSignoff but more as a for announcements. If something goes down with the service or if we’ve done some bug fixes or stuff like that. By far the majority I do via the Boagworld Twitter account which is just me talking about my life. I agree with what you’re saying about putting personal stuff there as well that people seem to like to know what’s going on with each other’s lives. I like to know how Jackson’s doing. People like to know, I don’t know. Making it personal, it’s about that personal connection again isn’t it really?

Ryan: Definitely. And I think that that’s the future, you know just in general. Humankind you know it’s just kind of being personal and not hiding anymore behind companies or brands or policies or terms and conditions. It’s about, “Hey, how can I help you and how can I take care of you?” and that’s just a better way to live and it will massively benefit your company which is great. What’s interesting though is that everybody, including us, continues to look at the Signal vs. Noise blog from 37signals and kind of scratch our heads it’s like, it’s the one blog where it is a company blog, I mean yes it’s called Signal vs. Noise, but it’s on their domain, and yet they have over 90,000 subscribers. It’s funny because I think everyone is kind of, “How do you do that? I want to replicate that.” In the end I think you know, they were kind of first. You can’t have that many of those type of blogs and I think most of us are gonna have to be happy with just doing a good blog that is real and personal whether, and I mean ours is carsonified.com and it seems to work and we have about 4,000 subscribers and for us that’s a pretty good number. We should post more but that’s something I haven’t quite figured out yet and I’d be interested to hear from your listeners what they think about that. Is it possible to have a company blog that people care about or is it just not possible? I don’t know.

Paul: I think what you said there about being first is quite significant. I think originality goes a long way. I mean even with the Boagworld podcast. Simply the fact that I was the first web design podcast it seems to give it a momentum that keeps things going, you know because you keep delivering the goods so to speak which obviously the guys at 37signals really have done. I think there is a momentum in being first in something.

Ryan: Yes and that’s probably the secret sauce.

Paul: OK, So let’s wrap this up with kind of a last question which is: What advice would you give to budding entrepreneurs seeking to increase their profile? Let’s have some kind of top tips if you’ve got some.

Ryan: OK. The first tip I give is to start connecting with people that you feel are influential. You know, spend some time and try to get out and physically meet these people, get to know them and to not be creepy about it, but to get out there, to get in front of them and to get to know them. See if you can do something to help them out, to get on their radar, and I think building sort of a group of friends that trusts you but is also influential is just instantly valuable. So I’d do that and you can use all the tools we talked about for that: Facebook, Twitter, etc. etc. but physical meeting is always the best. I mean you want to have a beer with people.

Paul: And you say you do that by trying to help them out in some way? Because that’s always the difficult thing. It’s all well and good to say, “Get to know influential people,” but how you do that’s the tricky part isn’t it?

Ryan: Well my dad always did something that worked. If it was someone he really respected or cared about and wanted to get on their radar he would find an article about them in a magazine and he’d actually go to a framer and have it framed and then write them a personal note and just kind of say and send it to them and say, “You know, I bet you haven’t had time to actually frame a picture of your article so I thought you might want this for your wall.”

Paul: What a genius idea. I love it.

Ryan: And it’s genuine. I’m not trying to get anything out of you but I respect you and here you go. It’s very subtle. You have to be very careful to not try to sort of bribe people. If you come across that way it’s exactly what you don’t want to do. If you feel, and kind of think deep down, “Do I actually want to be friends with this person or am I trying to use them?” I think you should steer very clear of a person if you just think actually I don’t really like this person I’m just trying to get something out of them. But if you think there’s some synergy there, that’s a great way to do it. Remember people’s birthdays, it’s just a nice thing to do. Stuff like that is a great way. Most people’s friends don’t even do that for them. I’ve had people send me stuff and you know it just makes me smile and I’ll always take their call or answer their email now. So I think that’s a good idea.

Paul: Any others?

Ryan: Um, other tips. Um, probably put a real emphasis on customer service and build a real base of caring in your company. Not just for your customers but for your own team. I think that your team will never be able to treat your customers well if they don’t think that they’re treated well. So I think as entrepreneurs grow and they start to hire people I think it’s important to remember to take care of your staff first and then your customers second. And a really great resource for that is what zappos.com does. Zappos.com has an amazing company culture. They have this book called the Culture Book and every year it comes out and you can buy it and it’s basically a bunch of testimonials, thousands of them from the Zappos employees about why they love their job. And it’s just packed full of ideas of how to take care of your team and it’s a great inspirational resource. I think you can either get it on eBay or Amazon or you can buy it straight from Zappos. A couple hopefully useful tips?

Paul: Yeah that’s excellent. Ryan thank you so much for coming on the show, it’s been really good to get you on and I think there’s some really good useful advice there for anybody looking to kind of build an online brand so thank you very much and no doubt we will have you back again soon.

Ryan: Thank you, it’s an honor.

Thanks goes to Todd Dietrich for transcribing this interview.

Listeners feedback:

Site promotion with minimal budget

Our first question is from Adam in the boagworld forum:

I have got a site that needs an awful lot of promotion to work, and have got very little budget to do it with. I could probably spend a little bit on Google AdWords but on nothing else. So, how can I promote my site for little money?

Adam went on to tell me it was a charity website. This makes it challenging. As Adam said…

There are thousands of Charity sites, and many better funded, and just altogether bigger.

In this situation search engine optimisation or Adwords is going to be tough. The competition is fierce and so it will be expensive to be highly ranked.

The other problem with a charity site is that unless it is niche (e.g. bird protection) the potential audience is open ended. However, with limited resources there is little point in targeting ‘the general public’. You will have no impact on such a broad audience.

Target a specific group as it will be easier to gain momentum within a smaller audience. For example, there are Christian charities who do general humanitarian aid. Even though anybody could be a potential supporter, they instead target other christians. Therefore they are well known in that circle. Better to have a lot of support from a niche audience than a small amount of support across the general populous.

Once you have picked the audience use three techniques to reach them:

Offline promotion – Engage with your audience offline as well as on. Attend conferences, produce offline promotional material and target magazines your audience reads. As web designers we often forget to power of offline marketing.
Social marketing – Identify the social sites your audience You should be wherever your audience is interacting. Finally, seek out key figures who your audience admire and respect. See if you can get them on board and encourage them to promote your site.
Editorial promotion - Find out if your audience reads online blogs or magazines. Offer to write articles for these sites. Do not overtly promote your charity but instead write content which will be of interest to the audience. Failing that make use of comments to join in the discussions and increase your sites profile among that audience.

However, be careful. In your haste to promote your site do not spam. The key is to offer something of value. You must earn the right to promote your site.

Sitepoint has an excellent article entitled ‘10 rules for driving traffic using forums‘. Although it is focused on forums, its advice is applicable to most forms of online promotion.

Office Or Not

This from Brad:

A question from Canada! I’m a long-time listener of the show, and I thank you both for your entertainment and inspiration.

A little bit of background first… Two years ago I co-founded a small web development company, and to date we have not yet invested in office space. As we slowly move on to ‘higher profile’ clients, we find it increasingly important to have someone in-house, to answered the phones, do the books, etc, etc, so we can focus on growing the business.

That said, I’m obviously touching on a huge spectrum of possible questions, so I’ll try to narrow it down. I don’t think this is something you have covered specifically on the show before…

Is office space really important for a creative business? If so, what steps would you recommend. And if not, are there better areas to spend $2000 / month?

If I had been asked this question only two years or so ago I would have said that office working for a web team is not important at all. If anything, I would have said that home working was better. The following extract from Paul’s blog, written in 2005, underlines this:

The benefits of a virtual company

By virtual company, I mean we do not have a central office. Each member of staff works from home and we communicate and file share with tools such as Skype, CVS and Groove.

People are often curious about an entire company home working and ask how well it works in reality. My answer is usually that it is brilliant. From the employee perspective, you do not have to commute and you can see a lot more of your family. For example, if I were still working for IBM when I used to commute an hour and a half everyday, I would only see my 2-year-old son at weekends. As an employer, I love it because my staff tend to work the hours they would commute and generally home working is seen as a big bonus that keeps people at the company longer. Not to mention the savings made on premises.

Communication really is not a big problem. There are so many tools out there these days that help, and broadband means that even telephone conversations are now free.

Paul goes on to say that the only drawback of home working is that it lacks the social aspects of working in an office.

Not true I’m afraid. Though of course home working does give you an environment to ‘get your head down’ without interruption, what it really lacks, that phone/email/IM cannot replace, is creative collaboration. People simply do not bounce ideas around like they do if they work together.

Our current office is open plan and there’s nowhere to hide yourself away. This has meant that I haven’t really frequented it that often – I need ‘calm’ to write. However, watching particularly our development team grow and work really effectively together underlined to all of us the value of working together.

So much so that we are about to move into our ‘dream’ offices where there will be a mixture of open plan spaces and areas where we can work quietly.

So (finally!), in answer to Brad’s question, I think that office working is better for the business in the long run and I would say warrants the additional associated cost (though beware the costs, they can mount up – another podcast topic I think). That said, we have managed for nearly seven years before doing it properly (i.e. pretty much all of us will be in together most of the time) so it won’t necessarily damage you if you leave it awhile.

136. Stagnation

Posted in Classic shows on September 24, 2008 by Paul Boag

In this week’s show we talk about overcoming stagnation and Ed Merritt shares a technique to achieve fixed footers without the use of javaScript.

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News and events

Design by committee vs design by community

We all know that design by committee sucks, but why? What is it that makes the process fail and what would happen if you took it to the extreme, and opened up the design process to an entire community?

That is exactly what Mark Boulton has done with the redesign of the Drupal website. With over 200,000 registered users this is a significant community and not the kind of environment where you would feel inclined to design in the open.

However, according to Mark it has generally been a success.

The key would appear to be scale. In design by committee you typically have a handful of decision makers, and one or two dominant individuals who overwhelm the others. It is an environment of conflict and compromise.

However when designing by community, the sheer scale of the community drowns out anybody who seek to dominate the process. You move from an environment of personal opinion to one where you are monitoring emerging trends.

So next time you have a client wanting to design by committee, consider opening up the process rather than locking it down to one or two decision makers.

Self Directed Projects

When was the last time you worked on a personal or internal project? Do you do anything that is not paid client work? If not, then according to IdeasOnIdeas you should start.

This post interviews several designers about their their non-client work. It becomes obvious as you read that self directed projects offer real tangible benefits. These include…

R&D – The chance to experiment with emerging technologies and techniques, that otherwise you would not get to try out.

Build visibility – Higher exposure online as people are attracted to your work.

Prove capability – Demonstrating your ability to deliver solutions not in your portfolio of client work.

Increase skills – Allowing you to improve your skills in areas where they are weak or have not been maintained.

Team building – Building a sense of common purpose among your team in a way that is more engaging than client work.

Creates passion – Allowing you to work on a project that generates excitement rather than ones that simply pays the bills.

As a release mechanism – The chance to play, and let off steam after the limitations of client work.

After years of spending all my time on client work, I have now reached a point where most of what I do is self directed and I can honestly say it is a joy. I also think it has been hugely beneficial for Headscape.

Understanding Disabilities when Designing a Website

Back when I was a teenager the government launched a massive campaign warning of the dangers of unprotected sex and in particular the risk of contracting HIV. It was a very powerful campaign and led to a generation growing up much more aware of the risks. However this campaign wasn’t followed up for the next generation and the rates of sexually transmitted diseases increased.

Why do I bring this strange analogy up? Because I believe we are in danger of doing that with web accessibility. Many of us are getting bored of talking about accessibility. It feels like we are covering the same old ground. Why do we need another article about accessibility basics? We have heard it all before, right?

Well maybe some of us have, but there is a new generation of web designers who have not. They need to know what we take for granted. Also, it wouldn’t hurt us to be reminded every once in a while.

That is why I was so pleased to see Digital Web publishing an introduction to accessibility this week. Sure we have heard it all before and you might be tempted not to bother looking it up. However, I would encourage you to take the time. I guarantee it will give you at least one piece of advice which you fail to implement currently.

More ways to find inspiration

I often talk about how we need to look for inspiration beyond the web. In fact in this weeks Smashing Magazine, they post some incredibly inspiring graffiti that is worth a look. But, can we be inspired by other websites or does that always end in plagiarism?

It’s a dangerous game when you start turning to gallery sites for inspiration. Before you know it you can find yourself lifting far too much of the design.

How then can you be inspired without ripping off somebody else’s website? One way is to look at the design and ask yourself which specific elements you like. Is it the navigation, their styling of bullet lists or the way they handle the footer. By looking at individual elements rather than the whole you remove the temptation to copy the entire thing.

This is what a designer from Portugal has done. He has made screen grabs of websites and placed them in his flickr account. However, rather than grabbing the entire site, in most cases he captures only a fraction of the page. He removes the temptation to steal a whole design and yet provides himself with inspiration next time he needs to design a comment form or build an online calendar.

Take a look at his inspirational flickr feed and hopefully it will encourage you to take a similar approach.

Feature: Overcoming Stagnation

For many websites the days of rapid growth have passed and they have slipped into stagnation. How then can you re-energise a site and start it growing again? We look at this in this weeks feature.

Listeners feedback:

Fixed Footer without javaScript

Ed Merritt (one of our very awfully clever designers at Headscape) has come up with a innovative little CSS technique I have encouraged him to share with you.

Ed begins…

A client recently asked me if it was possible to have a page footer which would stick to the bottom of the browser window if the content didn’t fill the window, but behave normally (i.e. be pushed down by the content) when the content was tall enough. Read more here.

135. Libraries

Posted in Classic shows on September 17, 2008 by Paul Boag

In this week’s show we talk with John Resig on javaScript libraries and address the question what is more important when we release an app: speed or quality?

Podcast: Download (27.5MB)

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News and events

The complexity tax

Don’t you hate it when somebody beats you to the punch? I recently finished writing a report for our biggest client (Wiltshire Farm Foods). It talks a lot about the need to simplify and remove complexity. It is a lesson we should all learn and so I am in the process of turning extracts from the report into a blog post which we will cover in next weeks show.

However, it would appear I have been too slow and that Gerry McGovern has beaten me to it with an excellent post on the cost of complexity. However, where I focus on why simplicity is important, he addresses the underlying causes of complexity.

For me his post is summed up in the following quote…

Most organizations are producing far too much content. Too many emails, too many PowerPoints, too many reports, too many webpages. All this content creation activity keeps a lot of people busy.

If you are part of a large organisation or work on a substantial website you need to read this post.

10 Rules for Driving Traffic Using Forums

What do you do if you have no marketing budget but have some free time to promote your site? Well, there are a number of guerilla marketing techniques you could use but contributing to forums is one of the most effective.

Sitepoint has posted an article explaining why forums are a great way of driving traffic to your site. It goes on to suggest 10 rules for doing so effectively. These include…

Build your profile
Follow the rules
Start by responding
Contribute your expertise
Don’t be a ‘me too’ poster
Don’t self promote
Explain yourself, but be brief
If you’re wrong, say so
Write intelligently and correctly
Negativity is a no-no

This is an excellent article and one that you should definitely read before using forums as a marketing tool. If you do not, you are in danger of damaging your brand, rather than driving traffic.

Accessibility in suit and tie

The life of the corporate web worker who cares about standards and accessibility can be a frustrating one; hampered by office politics and archaic content management systems. In an article on the Think Vitamin site, Bruce Lawson looks at what you can do to make sure your projects are as accessible for your users as possible.

Its a very pragmatic article, which I love. Bruce works from the premise that this is going to be tough and makes suggestions like "some accessibility is better than none". He also talks about the need for ‘buy-in from the top’ but goes on to provide practical tips about how to get that buy in. What is more, his arguments for accessibility were backed up with facts. For example…

Accessibility is good for Search Engine Optimization (SEO)
Accessibility enhances usability for everyone. An April 2004 formal investigation into UK web accessibility (PDF) reported "all users, not just disabled people, would benefit greatly from the measures required to make sites accessible and usable by blind people".
Accessibility has many quantifiable business benefits (PDF). Legal and General, a British financial services company, redesigned its site with accessibility in mind and found:
- 40% traffic increase
- Doubled conversion rates
- Doubled online revenue
- 100% ROI in 5 months

Finally, he looks at how to get content providers onboard through education and getting them writing HTML rather than relying on the WYSIWYG editor.

UK Government Browser Guidelines

Our final story raises an interesting discussion; should you decide which browsers to support based on popularity or capability?

Apparently, the UK government believes we should test on the basis of popularity. In a draft document advising public sector websites, it suggests that if a browser appears in visitor logs as being below an arbitrary percentage of total “unique visitors”, then it should not be listed as being “fully supported”.

On the surface this appears very sensible. However, as Jon Hicks points out on his site, this can create problems. He writes…

It isn’t clear how the supported browser list would be enforced, but I’m concerned that this approach will encourage browser sniffing, a move that will exclude browsers like Omniweb, Shiira and iCab, simply because their name isn’t ‘Safari’. They share the exact same rendering engine, and therefore require no further testing. You can be more inclusive without spending any extra resources.

In other words we should be defining our list of supported browsers based on capability rather than popularity. This is the approach used by Yahoo! and it is one that I would fully support.

The Yahoo model supports all browsers through progressive enhancement and graceful degradation, without the need to test on every browser. Its a neat solution but one that the UK government guidelines specifically say they do not advocate…

These guidelines do not advocate specific development methodologies, for example graceful degradation or progressive enhancement. However, it is widely accepted that sites conforming to open web standards such as XHTML and CSS are more likely to work well across a wide range of browsers.

How come if they are widely accepted, do they not advocate them?

Fortunately there is an opportunity to change things before this is set in stone. I recommend reading the WaSP article on the recommendations and then sending some polite feedback to the powers that be.

Interview: John Resig on javaScript Libraries

Paul:Joining me today is John Resig, who is famous for jQuery and the work that he has been doing with jQuery. John, it is great to have you on the show.

John:Well, thanks for having me.

Paul:I have to say this at the beginning. I have to get this out of the way. I absolutely love working with jQuery, and it’s an absolute pleasure. I remember twittering just a few days ago that every time I start doing anything in jQuery it makes me smile, so that’s got to be a good sign.

John:Well that’s good. I’m glad to hear it.

Paul: What I wanted to do today is get you on the show and not just for me to suck up and say how great jQuery is, but to kind of look a little bit broader at the subject of JavaScript libraries. Because I have to say from a personal point of view my opinion has changed quite a lot about JavaScript libraries and I’m kind of interested in your perspective on things as somebody that’s actually created one. I think the place I want to start is for a long time I had the attitude that you shouldn’t use JavaScript or indeed any library and that you should know the underlying code yourself and all of this kind of thing. Let’s start with the question of how do you know if it’s appropriate to use a JavaScript library? When is it appropriate to use it? What’s your opinion on that?

John:Well, I guess my opinion is it’s always appropriate, and I mean the simple fact of the matter is that there’s two things. One is that when you’re developing, you’re trying to support, generally a large number of browsers simultaneously. This is the same as if you are doing CSS development, JavaScript development, you want to support a large enough market share and you want to make that development process easy. The problem is twofold that you’re going to be encountering weird browser bugs and the APIs, the different utilities the browsers provide, will be different. For example, Internet Explorer provides different ways of handling events from all the other browsers. So what libraries do is that they remove you away from dealing with browser bugs, which is huge. And at the same time they provide a simple interface that you can interact with that will just work ubiquitously.

Paul:Is there a problem there in the sense of, you know, somebody came along and they basically learned to write jQuery for example from scratch, but never learned the kind of underlying JavaScript? Is there a problem there, do people need to know JavaScript before they start using a library?

John:It depends on the library, but I don’t think you do. I don’t think you have to know JavaScript. In a lot of ways, at least in my experience with jQuery directly there’s a lot of people who have used jQuery who have never done any programming whatsoever. jQuery does embody a lot of advanced concepts but you don’t necessarily have to know them in order to make good use of jQuery. I know this sort of translates well into some of the other libraries but one point of concern you brought up was what if someone learns a library but doesn’t learn JavaScript? I used to be more concerned about that, if someone only knew a library and I guess from a purist perspective, that’s a bad thing. Fundamentally, you want people to be getting better at programming JavaScript, not this specific thing. However, I think the reality of it is, is that so many people are just using JavaScript or CSS or doing web design, they just want to get their job done. It’s not really a matter for them of becoming an excellent JavaScript programmer or awesome CSS user, you want to get from A to Z and finish their work in an effective manner that works everywhere. So I think it’s important to realize that this market, so to speak, exists. It’s a very large one. And that ignoring it completely will just leave users frustrated and going back to the simple cut and copy paste scripts that they used to use. So, I think what libraries are doing is they are instilling good standards, they are instilling good practices, even though the users don’t necessarily know about it. And then eventually what’s good is that since these libraries have these good practices that users can always open up a library and read about it and try to understand better what’s going on.

Paul:I guess that’s always been a little bit of my concern with relying heavily on a library is that if you come across something that’s a problem or a bug or something like that, you can’t fix it yourself because you don’t necessarily know your way around the library. What’s your response to people that say stuff like that?

John:Well by the same token if you encounter a problem with a browser you are far less capable of fixing that issue. There’s really no way about it other than that ultimately it would be good to have that knowledge, absolutely. I fully support people who want to do that and I’m writing a second book now encouraging people to do that, to dig into libraries, to learn more, to build their own. What’s important here is that you just don’t, you can’t force people to do it if they, one if they don’t want to or if they’re just not capable. There’s no reason I feel to force a designer, someone who’s a designer by trade to learn the fundamentals of object oriented programming, or functional programming. Theoretically that can help them some way in the future but what’s more important to them is doing good design and I think by helping people keep their focus where it should be. Obviously if a library is able to help programmers program better, that’s good as well. It’s all about helping people keeping their focus and making sure they aren’t down a rabbit hole getting sidetracked.

Paul:I think that’s the thing that really attracted me to jQuery is as a front-end interface designer was the fact that I could pick it up and run with it very easily. The conclusion I came to is, “OK. Well if I do by some chance find a major problem with it, there’s a massive community of very clever people out there that I can ask and I can get help from.” So, that kind of reassured me, I think. If then, we’ve kind of come to terms with the fact: “OK we want to use a library.” There are so many different ones out there. Run us through some of the different options available and the pros and cons and how do you go about picking which library is right for you?

John:Well it really depends a lot. There’s a coupe questions you need to answer. Probably the most important of which is you need to ask yourself, how do you want to write JavaScript? Because libraries end up augmenting or really changing the style of how you write JavaScript. So, finding a library that you like how it looks. It sounds very superficial, but you like how it looks, you like how the code feels is a great place to start. There’s obviously a lot of libraries to choose from. There’s a select group of libraries whose quality is generally above the others and the popularity of those libraries generally reflects the quality as well. Out of those I pick generally jQuery, Prototype, Yahoo UI, dojo, then also MooTools and sometimes XJS. What’s interesting is all those libraries are open source and they are all the most popular JavaScript libraries. I don’t think that’s a coincidence. It’s just a matter of fact that in the web these open source frameworks are going to improve better and attract more users and generally have better community to surround them. So out of these libraries though you break down into a lot of different paradigms for development. I’ll try to summarize as best I can, but it really is not substitute for trying it out yourself. Looking and seeing some examples you can have a pretty good feel right away. So, Prototype and MooTools, they both extend the native objects of the language. They both try to improve the JavaScript language itself. So they add new methods to arrays, they make strings better, at the same time they provide things like object-oriented code
, and all the way out to doing things like events and AJAX. The normal things that you would expect. But at a very broad level they are trying to improve the overall quality of the language and of the experience. Then you have Dojo, Yahoo UI, and XJS and they are generally very modular, very package oriented and they have components you can easily snap in and out with nice ways of handling dependencies and it can end up being a very cleanly architected style of coding. They really support object-oriented code, and additionally events, AJAX, all the normal stuff you would expect. I would tend to group jQuery a little bit differently in that jQuery is more oriented toward improving the relationship between JavaScript and HTML and that it’s highly focused on searching through an HTML document, modifying some things, just getting in and getting out. Unobtrusive, and it doesn’t provide any language features, it doesn’t provide any object-oriented code writing features, it’s just hyper-focused at the task on hand.

Paul:It strikes me from my experience with jQuery that it’s very much a tool that’s primarily focused at helping front-end interface people implement the kind of functionality that they require from a usability point of view rather than necessarily doing, I mean would you build massive applications in something like jQuery?

John:It’s absolutely possible and people do it all the time. For example, T-Mobile’s T-Online in Germany, they built their entire user area so like their mail, their calendar, and everything using jQuery. So it’s absolutely used for very large projects. What I think is very interesting for jQuery at least is that while we don’t explicitly provide the object-oriented styles that most hardcore developers are used to we provide some very interesting alternatives especially they way it, like functional programming that I think actually end up suiting development very well. It’s very different, I will completely grant that, but it’s still very capable of scaling quite large.

Paul:So if people go out there and they have a kind of play around with these different libraries and try each of them out as you say to kind of find what fits their style of coding, once they’ve found something that kind of codes in the way they would like to, for example for me the similarities between jQuery and CSS made it a very natural fit, but what are the kind of things that you should look for from a functional perspective? What kind of things should be included in a JavaScript library? Does that make sense?

John:At the very core there should be a set of features. Of the libraries that I listed previously they all have methods for doing DOM traversal, so traversing through an HTML document, modifying an HTML document, events, so handling user interaction, animations and AJAX. All of them have some support for that to one degree or another. You can be fairly safe in knowing that if you pick a library you will have that base level. In my opinion those sets of features are probably the most important features and the ones that you end up using the most with your applications. Some people might say in their particular case that maybe animations aren’t as important, or maybe that they aren’t using AJAX, it really depends but for most of the time that set of features is fairly comprehensive. On top of that you really have to start to, once you’ve tried to use it, and once you’ve played around, there’s a whole set of secondary features that you kind of have to dig into, ones that aren’t immediately code-related. Things like the community around a library, the documentation for a library and even the health of the projects themselves.

Paul:What do you mean by that last one, the health of a project?

John:There’s a lot of things. In health, do they have an active development team? Are there developers? Are there multiple developers? It’s the famous hit by a bus; if a developer is hit by a bus will the project still continue? Is there a team will continue? Can you view the source code? Is there a repository where you can go? Is there a bug tracker where you can submit bugs? And finally is there a test suite, is what you’re going to be using going to be tested and analyzed to make sure it stays working. Another point that’s important to bring up is that a lot of browsers now are starting to integrate the test suites of these libraries into their test suite. So for example actually this is a lot of my work at Mozilla, was integrating the test suites of Prototype, Scriptaculous, jQuery, MochiKit, a bunch of libraries into our test suite such that if we ever added a change that caused a regression to happen in a library we would catch it and we would fix it on our end. Obviously we would do this in a very smart way, we wouldn’t just blindly be like, “Oh something broke!” We would communicate to the library what the issue was or whatever and this has been very big because now you can, there’s an extra level of safety and security here, in that you’ll know that if you’re using a library like this that it’s going to continue to work going forward in these browsers. That’s an extra level of safety that your personal code can’t provide. I think that’s very interesting. I want to jump back here really quick to the other issues I mentioned.

Paul:Sorry, I distracted you there and we took you off topic.

John:It’s OK, it’s OK, of community and documentation. So community, it can be usually be pretty easy to determine the health of the community. All these libraries will have some sort of a mailing list or a forum that you can go to. Just hopping on there, seeing how many messages are posted, seeing what the typical response is like, how they treat new users, just stuff like that it can be really useful because if you’re just starting out, you know you’re going to have some pretty basic questions. Do they understand your problems? Do they help you out? Doing some searches on Google for example to see how many people are talking about it, or using a service like Technorati or something. Are people blogging about it? Is it positive? Are they having problems? The other thing is documentation. This is also pretty easy to tell. If you are starting out with a library, you’re probably going to start out by doing a quick test, running a simple application just to get a feel for it. When you’re doing that you’re immediately going to be in the documentation trying to figure out how things work. I think you’ll be able to determine pretty quickly if the documentation quality meets a standard that you, because if you aren’t, if the documentation just isn’t that good, you’ll immediately have problems and I guess you will have to resort to the mailing list or the forums or whatever. Secondary is, do they have good examples? Do they have books if you want to learn from a book? Do they have books that you can buy to learn from? So again there’s a whole lot of issues here but what a lot of it boils down to is looking at the libraries, looking at their style of code, does it seem alright with you? Then just doing a quick test with each of the libraries that you’ve picked out, building like a menu or just a basic form of interaction. How easy is it? How hard is it? Does it in fact mesh with you well? This is something you can do over the course of a single day and it definitely shouldn’t take you any longer th
an that. If it’s taking longer than that then you probably want to try a different library. Ultimately you should be trying to use these libraries to make your development simpler and easier. If it doesn’t improve your productivity, if it doesn’t improve the quality of your code then you probably shouldn’t be using it to begin with.

Paul:Tell us a little bit about the kind of plug-in architectures that exists around many JavaScript libraries. Certainly I know there’s a strong plug-in architecture with jQuery. Does the same kind of thing exist with other libraries?

John:It depends. What jQuery has is a little bit unique in that we provide a number of plug-in points that plug-ins can snap into and extend how jQuery works. So they can add in new CSS selector behavior, or they can add in new events or all sorts of intricate additions. Other libraries have things that aren’t quite of the same vane, in that they’ll have modules or packages that you can use. Also another thing that varies is how do the various projects treat these plug-ins? At least with jQuery there’s a dedicated plug-in repository that’s used that plug-ins are listed in that you can browse through, you can see ratings, comments, discussions and things like that. Currently no other framework has something similar to that to the best of my knowledge. It’s much looser, just people uploading, putting things to their websites or Google code or some such. So again, at least to me, what makes plug-ins, jQuery-style plug-ins important is that they are, that there’s extension points and that they are supported by jQuery fully.

Paul: The only thing that I think that I kind of struggle with a little bit about plug-ins, you know I love the idea that there are other people out there that can do the hard work for me in that they can develop something I was looking for, and I love the fact that I can go to jQuery, I can type in whatever I’m looking for and it will pull back stuff. I’m always a bit unsure mind about how reliable those plug-ins are, you know as you’ve been saying with the kind of, the core jQuery library that you’ve created I know there’s a big team of developers working on it, I know that it’s thoroughly tested, I know what browsers it’s tested against, all of that kind of stuff. Plug-ins are a bit more of an unknown entity. Is there any kind of advice that you can provide about judging whether a plug-in or module or whatever is reliable or not?

John:I mean you sort of have to use the same standards that you would use in looking at a library. Looking at, what you mentioned, is it tested? Is there good documentation? Are there, how many developers are working on it? Like for example in the jQuery project we started a sort of, sub-project called jQuery Glide in which we’ve taken a whole bunch of plug-ins and actually blessed them and proved them, given them themes, excellent documentation, examples, all this stuff and made them sort of official. We’re doing this more and more, trying to bring in more plug-ins, improve their quality and make sure that they’re up to our standards. There’s still tons and tons of plug-ins that are just excellent, but the issue comes down to that you have to sort of train your eye to look at, and be able to spot when something has good quality. The thing that’s easiest for a plug-in author or a library author to do is to just set up a page that has their code on it and has a basic example. At the very least every single library is going to have that. If you dig in and see that it has documentation, that it has tests, you begin to realize that that plug-in is a much higher quality, at the very least. I think it’s really starting to dig in to these side issues, that you begin to get a better picture of how, of the true nature and of the true health of a particular library.

Paul:Excellent! That’s really useful and I think it’s easy to just look at these libraries and indeed the plug-ins as well and ask, “Well do they have the basic functionality that I require?” But, like you say, looking at things like the community and documentation and things like that are equally important. It’s been very useful John. Thank you for taking the time to come on the show. No doubt we will get you back in the future to talk about some of the specific things going on with jQuery and maybe this book that you’re writing as well, sounds very good. Thanks for your time.

John:Thanks for having me, Thank you.

Thanks to Todd Dietrich for transcribing this interview.

Listeners feedback:

Quality or Quickly?

What is more important, to reach market quickly or to launch with a quality product?

I received this question from Pete in South Africa…

I have been working on a small web application, which I hope to launch soon. My problem is that I am spending ages tweaking and improving it before launch. I fear that if I spend much longer on it somebody will beat me to market. What is more important, getting the product right or launching it quickly?

It is a good question and one with no single answer. It is certainly something we have been struggling with as we prepare to launch GetSignOff.

To read the rest of this blog click here.

133. Agile

Posted in Classic shows on September 3, 2008 by Paul Boag

In this weeks show we talk to Jackson Wilkinson about Agile and answer your questions on web design courses and showing off development work.

Podcast: Download (26.8MB)

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News and events

The Target accessibility settlement

Previous we reported that the retail chain Target was being taken to court over the inaccessibility of its site. Many hoped this would be a landmark case that would clarify whether the Americans with Disabilities Act applied to the web. As with the Disability Discrimination Act in the UK the wording is open to interpretation.

Well after 2 years of legal battle Target has agreed to pay $6 million in compensation and correct the accessibility problems on the site by February 2009.

Some are complaining that the case has failed to achieve all it could. They argue that although $6 million sounds like a lot of money it is small change for Target. What is more, they argue, Target has admitted no ‘wrongdoing’ and the case has done nothing to clarify the law.

These are legitimate points but I prefer to take a more positive view. This has been a significant embarrassment for Target and although $6 million is a small figure it is substantially more than they would have paid to address the problem from the start.

Finally, as Matt May points out on the WaSP website, this case may not clarify the law, but that does not matter. As web designers, our role should be to educate clients about the importance of accessibility rather than campaign for tighter legislation. In my opinion the benefits of accessibility are considerable and if presented correctly do not need laws to enforce them.

Long live IE8. Goodbye IE6?

This week saw the release of IE8 Beta 2 and I have to say that things are looking good. Quirksmode says it is shaping up nicely and Sitepoint has even asked whether web designers will switch from Firefox back to IE (the overwhelming answer was no!).

If you build websites and have yet to take a good look at IE8 then now is the time. I suggest you start with Microsoft’s own ‘readiness’ documentation for developers. This talks about all of the new functionality. You may also want to look at their separate documentation which lists the new CSS properties supported.

As IE8 teeters on the brink of release there is a growing movement to stop support IE6. With 37Signals, MobileMe and now even Facebook effectively dropping support for IE6 it would seem the tide is turning. There is even now a site dedicated to the demise of IE6. On it the author writes…

Internet Explorer 6 will be SEVEN years old on August 27th. It came out a few weeks before the Twin Towers fell. It came out before the Nintendo GameCube. It came out before the first iPod.

Makes you think doesn’t it.

OS form elements

Paul Stanton sent me a link this week to a great tool for you designers out there.

When I am working on a design for a site in Photoshop, one pain in the ass is creating form elements. You have to open a browser, find the form element you want, screen grab it and then edit it to remove all of the background elements. Its not a big job but it is annoying.

If I had any sense I would keep a library of all these form elements. However, somehow I have never gotten around to it. Fortunately I don’t have to now as there is a great site which provides them all for me.

The site is called the Designers Toolbox and includes web form elements for IE, Firefox and Safari under both Windows and Mac. They can be downloaded in PSD format and even include browser windows at various resolutions.

Blogging software reviewed

Finally, it wouldn’t be boagworld if we didn’t plug at least one Smashing Magazine story each week. Damn them and their compelling content!

This week they have published a review of 10 blogging applications including…

WordPress
Movable Type
ExpressionEngine
Drupel
TextPattern
Joomla
b2evolution
Nucleus CMS
Serendipity
Mephisto

The subject of blogging software, or content management systems in general, is a controversial one. This post alone has generated 137 comments, mainly consisting of people promoting their own personal preference. People are passionate about the system they use and often it can be hard to get a balanced evaluation. This makes selecting a system that is right for you difficult.

This post does a fair job at providing some subjectivity to the discussion. It addresses the pros and cons of each system and indicates the kind of site the system would be best suited for.

It is not a comprehensive guide, but is useful if you want to see what is out there.

Interview: Jackson Wilkinson on Agile

Paul Boag: So I’m pleased to have joining me today Jackson Wilkinson. Good to have you on the show.

Jackson Wilkinson: How’s it going Paul.

Paul Boag: Very well indeed. Just for those people that don’t know of you can you kind of give people a little bit of background so that they kind of know the angle you’re coming at things.

Jackson Wilkinson: Sure. I’m a user experience strategist at Viget Labs which is outside of Washington DC in the US. We’re essentially a full service web consulting shop. As a company we do design and development mainly in Ruby on Rails. We also do sort of the pre-product, pre-development strategy, that’s a lot of what I am involved in. We also do marketing. So specifically I attack working on the web from that angle of improving and setting the user experience at a product level before hand and then usering it in to usually the design phase after that. I tend to dabble in a lot of things. I was formerly a developer and have also been a designer here and there and try to keep my hands dirty in a lot of different areas.

Paul Boag: Cool. So I mean the reason we’ve got you in to talk today is to talk a little bit about the idea of agile developement. Particularly how it kind of applies not to the developer side of things that a lot of other people have talked about but you know to the design side of things, to the design community. But before we get into that let’s take a step back and start off by explaining to those that don’t know what agile development is. Could you kind of give us a potted summary of agile development.

Jackson Wilkinson: Sure. I think the short form answer to that is that, agile is basically a process for software development, typically software development, that is the opposite of your typical waterfall process where you have this big planning stage up front. You decide what every screen’s gonna look like. You decide how every feature is going to act and so on an so forth. Instead the agile proccess focusses on short rapid bursts of development which are usually called iterations, and essentially you’ll work on your product for somewhere between two and four weeks at a time implementing little bits of functionality so that you have a completed product every two weeks or so. The idea is that you’re able to adapt to change. You know if you decide that requirements need to change two months into the project that’s not a big deal because it only affects this two to four week period of development. You don’t have to go back and redo everything that you’ve already done. I think that’s pretty much the short form version there.

Paul Boag: Okay. That’s good. So in what kind of projects is this normally used on? You mentioned software development but what other kind of things?

Jackson Wilkinson: Well the proving ground so far, agile’s pretty new in so far as development processes can be new. It’s proving ground has largely been on the web. So web apps and web products have really been the biggest place where agile has been used but that’s not to say that that’s the only place where it has been or where it could be. Many larger products, many end user pieces of software. Largley ones that affect developers or that affect designers have been used and have been developed in an agile way. Definitly if you’re thinking sort of the 80/20 rule the vast majority of agile development has sort of been on the web for web apps. That tends to push those boundaries anyway, that web industry.

Paul Boag: So this has been, this can be used on larger projects? It’s not limited to smaller more self contained things then?

Jackson Wilkinson: Sure it certainly can be used on larger projects. It really depends on the structure and the climate at the development shop where this is happening. If you’re a really large shop that has lots of beauracracy and lots of stake holders and your client needs to get approval from 5 different places then this notion of quickly changing rapid development, quickly developing specs and the rapid pace of development is probably not as conducive. But when you’re in an evironment that has senior level developers who have a lot of autonomy and everybody tends to trust each other to roll with the punches, or you just have a lot of trust in your entire team then an agile process can work on any kind of software. Whether it’s a two month project or a two year project.

Paul Boag: Interesting. I mean from what I’ve heard of agile development before it’s a technique that’s growing in popularity amongst developers. You seem to think that some of the elements of agile development can be applied to designer’s as well. Tell us a little bit about that.

Jackson Wilkinson: The main reason why I’ve been thinking about this lately and why a lot of others have been thinking about this lately is that certainly as developers work on web apps they interface with designers a lot. If you’ve got this notion of a two week iteration then, maybe an example of an iteration might be that you’re working on a sign up process or you’re working on a registration process for one iteration. Then you go on to, you know if you’re making a social network for quilters, then you’ll add in social networking features after that or something along those lines. If you’re only constraining your work to those two week batches then often times the designers will be basically in this position that they will be forced to hustle to meet the development schedule. That’s not necessarily conducive to the design process as we normally think about the design process. That’s kind of how I came to thinking on this topic and how a few others have as well. The challenge really is to take some of those elemental notions of the agile process and to try to shape the design process around them so you can best use them to your advantage. A lot of times that means if you’re a user experience type of person or an information architect you’re planning process probably won’t be 4 to 6 weeks long or even longer with lots of user interviews. Instead you’re focussing on the law of diminishing returns where you’re talking to a couple users and getting there feedback and doing a little work on some interfaces and testing them out and moving on from there or as a designer you’re working on 5 or 6 screens at a time. Sort of in the silo of what’s going to be happening on the next iteration and then those get implemented. As you see what’s worked you constantly are improving your interface and improving your design as you see these things implemented. You’re in fact taking feedback from what’s already happened and using that feedback either from internal users or external user tests or even just what the developer’s and your friends and other designers are saying about it as it gets implemented. You’re pushing that back into your own process to in fact build a better product for the next iteration and do a better job there.

Paul Boag: How does that work from a kind of, you know the broad overview point of view? You know, as somebody that’s designed interfaces for fairly large and complex sites that would go beyond the two or three week or whatever cycle. You do so many different things with the different templates that you produce. What you do on one set of screens may affect what you do on another set of screens further down the line. If you’re working on all the individual iterations or silo’s of work is there not a danger that problems get ignored because they’re outside of the current cycle of development? Is that making sense?

Jackson Wilkinson: Well that certainly makes sense. That’s a challenge that a lot of folks new to the actual process experience where your essentially thinking we’re done with this piece of the product we’re totally going to ignore it from now on. That’s really one misconception and mistake a lot of folks make. Instead you should be thinking that part of each iteration is going to be addressing observations and addressing things you’ve discovered about the work you’ve already done. You’re third iteration is probably largely based on developing new features or developing new parts of your application. At the same time you’re going back and making tweaks and making changes to the work that you did in your first and second iteration based on testing or things that you’ve discovered about it or changes you have to make based on things that you know now that you didn’t know then. That way it definitly keeps everything moving. It keeps the whole product getting better at the same time.

Paul Boag: But isn’t that end up requiring a lot of re-work? You know you kind of are constantly doing things over and over again?

Jackson Wilkinson: Ideally it doesn’t require that much re-work no more than you would spend that time in a waterfall process determining what exactly you want in the first place. Certainly the agile process kind of comes with this belief that mistakes aren’t necissarily a bad thing and that you kind of embrace the notion that you may be wrong but you embrace that notion thinking that you’re going to be quickly making decisions and quickly making your best judgements about something based on what you already know. The time that you’ve saved by quickly making those judgements will completely of set and hopeful you’ll still be in the black when you have make a couple of changes down the line.

Paul Boag: So it’s basically doing away with the laborous documentation and the specing up of a project at the beginning and okay you loose some of that when you have to then re-work stuff but overall you end up, as you say, in the black.

Jackson Wilkinson: That’s the idea. That’s the hope. It seems to work out pretty well for us. It doesn’t always work with every type of client or every type of project. If it’s a client who isn’t a really adaptable to change on a regular basis or something like that. The notion that you’re not going to have this big spec doc up front may be a little unsettling for them but hopefully on an agile team you have a client, whether it’s internal or external client, that is buying into your expertise and really trusts your process and knows that your going to end up with really what works best in the end.

Paul Boag: There are differences between how this process applies to a designer rather than a developer. Are there changes and tweaks that need to be made?

Jackson Wilkinson: Yeah. In the end changes and tweaks tend to happen pretty equally to both the development of the site and the design of the site. Essentially if you’re a designer who is taking responsibility for the entirety of the interface and you’re designing that inteface completely, then you’re going to basically be making changes that could affect the developers as well. That’s something that designers need to keep in mind. They need to work very closely with developers to understand what the changes that they’re suggesting imply and really you make changes based on the time available in this iteration and what really is going to be most effective to change in the time you have available to you.

Paul Boag: So you have to be quite strict about these time scales from the sound of it? You were saying there that you only make the changes that you can within the current iteration before you deadline runs out. Am I understanding that correctly?

Jackson Wilkinson: Yeah, one of the biggest challenges there is knowing what size changes you want to bite off of this project. So you’ll have this mountain of changes that you eventually want to make and a lot of the project management involved is figuring out what you’re going to place in the next iteration. Doing as much work as you can on those bits and then reassessing at the end and hopefully having a new product or a new potential release, even if it’s not quite ready for release, a potential release finished at the end of that end of that two week block to evaluate everything you know at that point.

Paul Boag: I mean I can imagine there’s a lot of people listening to this that may be a little bit nervous about the idea. They’ve come from a very kind of waterfall driven mentality, where you know you pass things from one person to another. On the other hand they concede the potential in it and are maybe interested in finding out a little bit more. Where do suggest people start if they want to experiment with agile development? How do you do begin?

Jackson Wilkinson: Well I think that capital A agile proponents would probably say that you really need to dive in. I’m not sure that I buy that. I’m more perhaps a post-agilist, in thinking that you really need to just do what works. What works for you might be different than what works for somebody else. If you’re really ingrained in a process that has a lot of aspects of waterfall, has a lot of upfront planning, then you know you still can do a lot of the agile things to dip your toe in. The first thing that I might suggest doing is that even if you have a long planning process upfront where you determine the full scope of work. You determine even many of the streams and many of the design elements that are going to be implemented. Still break those goals up into two to four week iterations. At that point you still have the comfort of the planning that you’ve done ahead. If you concentrate on creating a self-supporting product within two or three weeks then you’re half way along that train. You can see how that goes. You’ll probably find that after you’ve gone through a couple iterations you’re thinking about things you’d want to change back in the planning section. That then maybe that’s okay at that point. You’re realizing how this self driven process works. As you become more and more comfortable then take away some parts of the planning. Maybe put the visual design to be a piece of the iterative structure while you’re still maintaining the feature scoping and the wire framing up at the front end of the project. Dip your toe in it first and then your whole foot and then maybe eventually you’ll be in up to your waist.

Paul Boag: So mean there must be resources out there? Lets send people away from this interview with something constructive to do. Where should they be going to learn more about this? What’s the next step they can take?

Jackson Wilkinson: Sure. If you’re a designer there isn’t necissarily a lot that addresses agile in the design case right now. Most of the agile books and the agile resources that you’ll find tend to deal mostly with a strict development structure. Certainly if you’re simply interested in looking at things and what the agile process is in general then you can look for books that deal with extreme programming or agile. You’ll find countless numbers of them. I’ll certainly give a list to you Paul so you can put them on the website afterward. Beyond that there are a few websites that deal with the agile design process. Emily Chang wrote a post call the agile web design manifesto. It’s a couple years old now but most of the concepts still remain. Where you’re kind of marrying this notion of design with agile development. She offers some good suggestions and especially the comments that follow her post are super useful to look through. If you’re involvedin IXDA which is an interaction design group. There are numerous discussion’s on there mailing list about how agile processes fit in to. The whole notion of the message boards is probably a good source in this case. I’ll certainly be happy to forward along a list for everybody to check out.

Paul Boag: Excellent. Thank you very much for your time. That’s really interesting. We’ve kind of touched on agile development very lightly on a number of occasions but we haven’t really looked at it in any kind of depth I guess, or kind of broken down what it is and how it works. It’s great to have you on show. Thank you so much for your time and I look forward to looking through that list.

Jackson Wilkinson: Yeah. Absolutely thanks for having me. I really enjoyed it.

Thanks goes to Curtis McHale for transcribing this interview.

Listeners feedback:

Courses on web design

Jonathan asks: I am looking to get into web design and was wondering if there are any colleges or courses you could suggest. However, I do not have any A Levels.

I get questions like this fairly often, but tend to avoid them for two reasons. First, I went to college 15 years ago and so am out of touch with what is available (web design courses didn’t even exist!). Second, this is a country specific question, as nations have different educational systems.

However, because it is a popular question I will address it. There is certainly some generic advice I can give:

Look for practical courses – I did two courses between school and work. The first was a BTEC and the second a degree. Although the degree was supposed to be a more advanced course, the btec was far more useful. That was because it taught me hands on skills that I still use. My degree on the other hand was very academic and abstract. Where possible choose a vocational course.
Focus on web design – I receive a lot of CVs from people with computer science or art degrees. This tells me two things. First, when they selected their course they didn’t know specifically what career they wanted. Second, that if I hire them I have to train them. I would prefer somebody who specifically wants to be a web designer and already has a good grounding in the basics.
Consider an apprentice scheme – If you have not performed well in the education system, consider an apprentice scheme instead. You will learn considerably more working for a web design company than doing an academic course. You will also get paid at the same time! Even if you cannot find an apprentice course in your country there is nothing to stop you arranging this yourself. Find a friendly web design agency willing to take on a trainee and also attend a part time or evening course.
Learn business skills – Web design is not just about design and development. You need to understand business principles as well. You will be required to manage your time and potentially other people. Also, if you decide to become a freelancer you will need to understand sales, marketing, tax, invoicing and many other aspects of business management.

Showing off development work

Teifion asks: As a designer you can show off your work in a portfolio. As a programmer I cannot. What is the best way for developers to show off their work?

There is no doubt that it is harder for a developer to demonstrate his skills than a designer. However, it is not impossible. Let me suggest 4 approaches you could use:

Sandbox – Have an area of your site where you build prototypes of functionality. It is a chance for you to experiment and show off your skills. Even large organisations take this approach. For example Google Labs showcases development projects which are far from finished.
Blog – A blog gives you a chance to expose some of the code that lies behind your work. It also demonstrate your knowledge and techniques. Many developers shy away from documenting their work in this way. However, it is an effective promotional tool when seeking employment.
Case studies – If a blog feels too much like an ongoing commitment consider writing occasional case studies. This works especially well if you have commercial work to showcase. A case study should not only demonstrate your coding skills, but also your ability to interpret a brief and formulate a solution.
Screencasts – If writing fills you with dread, why not produce a series of screencasts. Screencasts allow you to show your code in action. You can demonstrate work and also show the process used to develop that approach.

You should not limit yourself to just one of the options above. Ideally look to combine approaches to effectively communicate your coding ability.

130. Air

Posted in Classic shows on August 13, 2008 by Paul Boag

On this week’s show; Paul talks about better understanding disabled users. We have a tip from Jeremy about problem solving and Jonathan Snook introduces us to Adobe Air.

Download this show.

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Housekeeping

A few pieces of housekeeping I wanted to quickly mention at the start of this week’s show.

FOWA – The guys over at Carsonified have been kind enough to offer boagworld listeners a 15% discount off of the upcoming Future of Web Apps conference in London. The conference takes place between the 8-10 October and is an absolutely superb event. To claim your discount use the code FOWA-bw at checkout. There are only 50 discounted places, so be quick.
SXSW – Talking of conferences can I ask a favour of you all. Marcus is desperate to go to next years SXSW conference in Texas. However he is only allowed to go if he is speaking. As you may know speakers for SXSW are chosen using a voting system. So, in order for Marcus to attend SXSW he needs your votes. Give an old popstar a second chance. Go vote for him now!
Think Vitamin - Finally I just thought I would quickly mention an article I have recently written for the Think Vitamin website. It is entitled "the 5 hidden costs of running a CMS" and I thought you might be interested in check it out. It is an extract from chapter 8 of my book the Website Owners Manual, which as I have said many times before, you can download right now ;)

News and events

Designing for emotion and flow

Not long ago I wrote an article for boagworld on the importance of context. In that article I highlighted elements such as time, mood and environment as key factors that contribute to a users context when accessing your site. This context directly impacts how the user interacts with your site. What I didn’t tackle in my article is exactly how context should affect the way you design.

An article called "Design for Emotion and Flow" on the boxes and arrows website, takes my post a step further by going into a lot more detail about what affects users behaviour and how we should design in a way that accommodates their state of mind.

Its quite an in-depth article but worth the read. It touches on user physiology as well as issues of environment and although it can be slightly theoretical at times, it focuses in on what you can practically do towards the end.

Articles like this always leave me with mixed feelings. They can easily feel overly analytical to the point where you wonder if they are applicable in the real world. However, in my experience if you take the time to read and digest them, they start to influence the way you design on an almost subconscious level.

7 essential guidelines to functional design

By contrast our next article is much more down to earth. The "7 Essential guidelines to functional design" is another post by smashing magazine and focuses on some fundamentals of good design.

However, don’t get the impression that this is just an article for designers. The principles it talks about also apply to developers and website owners. Basics such as the goal and audience for your site are things everybody should be considering.

According to Smashing Magazine the 7 essential guidelines to functional design are:

Consider our product’s goal
Consider who will be using it
Consider what your audience intends to do with it
Is it clear how to use it?
How does your user know it’s working?
Is it engaging to your users?
How does it handle mistakes?

Whether this is the definitive list, I am not so sure. However, it is a worthwhile read especially if you are just starting out.

15 companies that really get corporate blogging

While we are on the subject of lists our next post is "15 companies that really get corporate blogging". What can I say, I am a sucker for a list!

This one is really for those of you who run a website and in particular run a corporate blog. As the name suggests it lists companies that do a good job at blogging. However, it is not the list that attracted me to this article, it is the reason why the companies got on the list.

There is a lot of good advice to be gleaned from this post. Just a few snippets I picked up include:

Don’t just pimp your products, talk about other stuff too
Post regularly
Encourage conversation
Be candid and open
Offer advice and lessons you have learnt

The list could go on. Corporate blogging is by and large a disaster with many companies just failing to ‘get it’. According to a recent report, 56% of corporate blogs just republish press releases and two thirds hardly ever receive comments. However, as is highlighted in this post there are a growing number of organisations that are doing things right and we should follow their example.

Learning from signage

If you have listened to this show for any length of time you will know I am a great fan of looking beyond the web for inspiration. I also believe there a lot to be learnt from other forms of design including signage.

It would appear that Mark Boulton would agree with this sentiment judging by his recent post on airport signage. Mark, compares the signage in two airports and looks at how the lessons learnt apply to web design.

Some of the gems he discovered include:

Signage should work without colour coding
Only designers care about fonts
Don’t rely too heavily on pictograms
Always put your ideas to the test

This is a great article which should (if nothing else) encourage you to look at the world around you for inspiration.

Interview: Johnathan Snook on Adobe Air

Paul: Joining me today is Johnathan Snook who I recently saw at the @Media conference. It was great to see you there again Johnathon.

Johnathan: A pleasure to see you there as well.

Paul: You really got me with your presentation. It was an excellent presentation. Very, very enjoyable, and you touched on the subject of Adobe Air. It wasn’t the main thrust of the presentation, but it was the bit that really grabbed my attention so I thought "let’s get you on the show and have a bit of a chat about it" if that’s O.K. with you.

Johnathan: Absolutely.

Paul: Good. So, let’s start from the absolute basics so that we’re all on the same page. Could you just explain very briefly what Adobe Air is so that people that haven’t come across it before kind of know what it does.

Johnathan: Certainly. Adobe Air is a development platform for making desktop applications to make desktop applications cross-platform. So, something that you build once and that would work on Windows, Mac OSX as well as Linux.

Paul: O.K. And this is built using web technologies…

Johnathan: Yeah, It’s really great that they’ve managed to leverage what they know things like Flash, Flex, and really the kicker is being able to develop desktop applications using HTML, CSS and JavaScript that, obviously, a lot of us web developers are going to be familiar with.

Paul: Sure. So, I mean that’s I guess why we’ve included it on the show even though it’s a web design podcast, that kind of line between the web and desktop applications seems to be blurring and Air is a big part of that. What drove you to kind of investigate it and kind of look into Air as a product?

Johnathan: For me, it was just a curiosity. The platform, what it could do, knowing that I could create a cross-platform desktop application was kind of enticing. When we build for the web we’re trying to do things as cross-platform as possible make sure that we target as many browsers as we can, and really be able to reach out to the people and do really cool things. So, for me it was like, O.K., well what can I do with this what are the possibilities. One of the first things that went off in my brain was building a Twitter application. At the time, when Twitter was up for more than 24 hours straight, it was kind of cool to be able to build a desktop application to kind of separate out from the web, because the web site was frustrating me to know end, and to be able to put in stuff that made the site more usable for me and in the end was a tool that I got to use every day and that I enjoyed to use.

Paul: Cool. I’ve kind of got a basic understanding of it. I understand what it does and I understand the kind of technologies that exist under it, but can you kind of give me an idea of, you know, how it works as such. I know how to create an HTML page, CSS and Javascript and stuff like that. How do I get from there into turning it into a Air application?

Johnathan: It’s surprisingly quite easy. What happens is, if you look at the Air runtime, is it essentially runs your Air application, so you don’t create a .exe file or a .dwg file you don’t create an executable in the traditional sense. What you end up doing is creating a .air file that you use to distribute. The Air runtime actually handles that. Building that .air file, there is an SDK available from Adobe that allows you to compile this Air file. So, those Air files are pretty straight forward, they’re really just like a ZIP file with some extra information in it. So, to create an actual Air application, you can do it just using a normal text editor, you can do with specific IDEs like Eclipse. If you’re into Flex development, they have Flex builder. If you’re into just doing HTML and CSS kind of thing, you might want to look into Aptana they have Air support built right in. If you’re a fan of Dreamweaver, there’s a Dreamweaver extension for automatically compiling your application, and being able to set properties on your application. So, things like how big should the window be when it opens up, can I resize it, what kind of stuff can I do with it. That obviously, in this GUI sense, to a certain degree can make things a lot easier. So, I think there are a lot of benefits to using an IDE with built in support, but you don’t have to. There is the capability of just using a normal text editor and then running the SDK command line sequences to actually generate the Air file. It is really straight forward.

Paul: So, the one selling feature or one thing about Air that’s been promoted quite heavily is the fact that you can take online applications offline in a sense. The application is still usable even if you’re not connected to the Internet at a particular point in time. I think they showed off, right from the beginning, an eBay example of that where you could do all kinds of things offline, and then when you connected it was all uploaded. How does that kind of process work? There must be some kind of local database that’s running, one presumes.

Johnathan: That’s correct. I think some people may be familiar with Google Gears in having the local storage using the SQLite database. Adobe Air actually does something very similar. They do have a local SQLite database that you’ve seen create local databases and store any information there. There’s actually different ways. You have access to the local file system, so you can certainly write new files. Say, if you wanted to create new text files, xml files, new binary formats. So, if you wanted to create an image editing software that stores files in a binary format, you could do that. So, there’s a lot of flexibility there because you do have some access to the local system. You have network connectivity, so you can do either regular AJAX calls or you can do socket connections. You can connect to web servers. You can connect to remote database servers. You’ve got a lot of flexibility and a lot of control because of that.

Paul: You seem quite enthusiastic about the development environment. What has been your impression of it. Was it something that was a steep learning curve, but when you get there it’s really cool, or is it easy straight out of the box? What were your impressions?

Johnathan: I think it’s going to depend on what it is you’re trying to do. I think that there are going to be some frustrations. There are going to be some things that you have to understand about the environment. To give you an example; the HTML/CSS stuff is pretty cool it basically runs on a WebKit engine, which is the same engine that powers Safari. That gives you a lot of control and stuff, but ultimately that WebKit engine is still running within a Flash runtime. So, there are some limitations to that because of the fact that Adobe just simply hasn’t built in certain support. Things like support for double byte character encoding, so Chinese and Japanese character sets can be more difficult. However, they are working on that. Version 1.1 is supposed to be coming out soon it will have support for that, but right now you’re limited because of that.

Paul: What kind of people should be delving into this. Is this the kind of thing that only a hardcore developer like yourself should be touching or is it something that somebody like myself that would be a front-end interface designer should I even bother picking it up or am I better keeping away?

Johnathan: It’s really easy to develop in. I think you can make really quick solutions really straight forward. To give you a comparison; there is a Mac software called Fluid for creating site applications, but that is separated from the browser. You can kind of plot the same kind of things with Adobe Air because you do have that WebKit engine. You can basically use it as a browser. So, to give you a quick example; Muxtape, which is an online mix-taping thing you upload MP3s, and then people can go to your page and listen to your mix tape… The problem is that if you accidentally close the browser, you lose that information. I think there are a lot of websites that have this stickiness factor where you want to decouple the application from the browser. So, I put together a really basic example in which you type in a URL and it loads up a mix tape. That’s a very straight forward interface, but to be able to do that in a desktop application that I can minimize to the dock or the system tray is something that is, I think, a lot more appealing than running this kind of stuff through the web browser. And, it was really easy to put together. I spent about an hour one evening to put that kind of thing … I mean it is a very basic prototype, but the fact is that it is very straight forward to put that together. So, I think if web developers have ideas, they can really take advantage of that and build pretty cool stuff.

Paul: So, it’s not something we need to be intimidated of, then.

Johnathan: No, absolutely not.

Paul: The other thing that maybe is a bit of a concern to us very standards-based designers in comparison to the Flash community is that Adobe says we support CSS and HTML, as well as Flash, but obviously Flash is their product. You kind of get this feeling that they’re going to always support Flash more and that CSS and HTMl are a bit of an afterthought. Is that the case, or is that unfounded?

Johnathan: To a certain degree, it is the case. It’s, I think, unfortunate. I think they are more familiar with Flash. They’re more familiar with that environment. So, as you try to build the equivalent of a browser within this Flash runtime it’s going to be extremely difficult and I think things are going to get missed. And, I saw that sort of along the Beta process. Things like no support for "undo." I mean, that’s a pretty basic thing, but the fact that that’s not built in there does hamper people trying to build HTML-based applications. It works great in Flash-based applications and then what you end up running into is, to give you another example with Snitter, my little desktop Twitter application because it’s built using HTML and CSS, it had certain limitations, but there’s other Twitter clients built with Adobe Air that were built using Flash that actually have different limitations. So, people would say, "Well this application can do it just fine. Why can’t yours?" You have to kind of explain to them that it’s because of the limitations of how the environment was developed. Despite the fact that they are both still Adobe Air applications, technically they’re done differently and there are maybe more limitations as a result of that.

Paul: Is there an opportunity to mix Flash and XHTML and CSS and whatever else together, or do you have to make this decision up front?

Johnathan: No, absolutely not. Certainly, within the Adobe Air environment, you have that flexibility to create these little hybrid applications. I think Snitter, for example, is a good example of it. There’s a lot of Flash components out there that can do certain things. For example, a bunch of folks made an iMap component, so you can actually connect to an iMap server. However, that component is Flash-based. Another component out there that I saw was a Jabber client. So, let’s say you wanted to do a GMail chat client or some other Jabber-connected application, you can import those Flash runtimes into your application and use them from Javascript. So, you do have that flexibility to use both technologies and take advantage of that. I’ve certainly done that with Snitter, and I’ve done that with other applications as well because we have that flexibility of the environment. I think there is that sort of understanding that you can do that, and actually look out for the solutions that not only are HTML and Javascript, but that are Flash-based as well and come up with new ways of thinking because I think, traditionally, as web developers, we tend to separate those two as much as we can.

Paul: That’s quite interesting. You talked about this kind of hybrid approach of combining Flash and HTML at @Media combining them together and about how we had some fears as standards-based designers of even touching Flash in any kind of context. Is that a kind of approach that you would apply beyond Air to the web generally?

Johnathan: Absolutely. I think MuxTape is a great example of that. To be able to play MP3s isn’t something that’s easily done using Javascript. However, you can take advantage of Flash and use its capabilities to play MP3s to create new interfaces that aren’t specifically 100% Flash-based; that we have something that’s still HTML and Javascript that interacts in ways that I think a lot of us are comfortable with, but still have access to a lot of features that Flash offers to us you know, the fact that we can create the bridge between the two; we can do that on the web just as well as we can do that within Adobe Air.

Paul: O.K. That all sounds very interesting and it certainly has made me want to kind of pick up Air and have a play with it and kind of get my hands dirty. I guess, perhaps as the last question then, is what tips would you give to people like me that haven’t yet touched Air and are considering having a play. What are the big traps to avoid? What are the good things to start with. Where should I begin the journey, so to speak?

Johnathan: I think probably one of the first things you should do is head over to the Adobe web site. They have a number of really good resources to start off with. Obviously, you’re going to need the SDK so you can actually build your applications, but they also have the dev center where they have a number of introductory articles to learn how to build applications and it doesn’t mean those applications have to be built using Adobe applications like Dreamweaver, you can certainly do them without. So, there’s a lot of really good tutorials on there. From there, they lead off to a number of resources outside of Adobe that would certainly help you get started.

Paul: What about mistakes? What were the big mistakes you made up front that, with hindsight, you would avoid? Or, did you get it right the first time?

Johnathan: I don’t make mistakes! Well, I think one of the cool things about the environment is certainly the flexibility to take advantage of a lot of advanced CSS. Because you are using the WebKit engine which, when it comes to CSS 3 support, is one of the most advanced, you know that you have support for things like rounded corners, border radius, that you have support for multiple backgrounds, image-based borders you can do some really cool stuff with that that is really fun to play around with. You can create transparent applications, so if you wanted something that was completely and uniquely shaped, you can do these really cool things. The downfall for that is that you can quickly start running into performance issues. If you start creating all of these alpha PNGs that are layered over the top of each other, they give you a lot of flexibility, but unfortunately are a performance drain on how much your system can actually handle. I think that was one of my initial mistakes going in and saying "Wow, I’ve got all of this stuff that I can use let me throw everything at it" and then realizing that, you know, maybe that wasn’t the best solution. I think we still have to be wise in considering how we structure our CSS, how do we structure the design in such a way that, while it’s still flexible, it still does things from a performance-minded aspect so we’re not doing things that are going to unnecessarily slow down or application. Those are things that we’ve got to think about.

Paul: That’s some really good advice Johnathan. Thank you so much for coming on the show. That was a great introduction to Air. Hopefully it’s encouraged a lot of people listening to the show to go out there and give it a go. Thanks for coming on and talk to you again soon.

Johnathan: Awesome. Thank you very much.

Thanks to Aaron Cooper for transcribing this interview.

Listeners feedback:

Getting a feel for accessibility

Our first contribution is from Kenneth and is about accessibility:

I listen to your podcast all the time and am working hard to become a very good web designer. My question for you is about accessibility, I hear a lot of people talking about it but not a lot of web designers are working hard on it to create sites that disabled people can use. I want to be a person who builds accessible sites that really work. How would someone know if their site is really accessible? How can you feel what disabled people are feeling when they visit your site? Could you talk about the different tools that disabled people use to go online so that we can use those tools and try to understand how they feel.

Okay. Let’s start by clearing up a minor point. Validation is not directly related to accessibility. Having a site that validates does not make it accessible. Equally, a site that does not validate is not necessarily inaccessible. Admittedly a site that validates is more likely to be accessible, but that is all. It is great you validate your code and you should continue to do so. However, it is okay if your site does not always validate. There are good reasons why Boagworld does not and I am sure the same is true for Clear:Left.

Let’s turn our attention to the heart of the question; how can you better understand the experiences of disabled users? It is an admirable aim but one that ultimately is impossible to achieve. There are so many different types of disability that you cannot associate with them all. That said, I can make a few suggestions which might help.

A good place to start is by trying out a screen reader. Increasingly screen readers are bundled with operating systems. Recent versions of Microsoft Windows come with a basic Narrator, while the Mac OS includes a more feature-rich screen reader called VoiceOver. However, the most widely used screen readers are the separate commercial products like JAWS for windows. This is probably a good place to start as JAWS offers a free trial version for you to experiment with.

However, be warned. When you first use a screen reader it is an intimidating experience. They take a lot of getting used to and can leave you with the impression that a blind person will never be able to use the internet. An alternative would be to watch a demonstration of a screen reader in action. Ian Lloyd did an excellent demonstration for Boagworld a while ago.

Of course not all visually impaired users are blind. Some use screen magnifiers which enlarge screen content. Again, most operating systems have this functionality built in so you can easily try this for yourself. However, there are also a number of commercial products you can try out too.

The other form of visual impairment worth investigating is colour blindness. Although not as serious, it is far more common and affects a large number of users. There are a couple of tools which will give you an idea of what a colour blind person is seeing. The first is Colorblind Web Page Filter which allows you to enter a url and see what that page would look like to a colour blind user. The second is Sim Daltonism, a colour blindness simulator for the Mac OS. Both will help you better understand what the web is like for colour blind users.

The final little tip I want to share with you is kind of stupid but does sort of work. I do a lot of design for the elderly and they often suffer from a mixture of visual problems and motor issues (like arthritis). In order to better understand their experience I have bought a pair to ski gloves and some reading glasses (I don’t need reading glasses). Every now and again, I surf the site I am designing wearing both the glasses and gloves. The glasses make the screen hard to read while the gloves hamper my use of the mouse and the keyboard. There is nothing more frustrating than trying to select something from a drop down menu wearing ski gloves!

Turning problems upside down

Our second listener contribution for today is not a question but a tip. It comes from Jeremy and he writes:

I can’t remember the name of the book off the top of my head (Getting Things Done?) that you’ve been recommending, but you mentioning it reminded me of a problem solving method that I learned a few years back that I thought you might enjoy. It’s called turning the problem upside down. It sounds stupid, but honestly it works pretty well.

The principle behind it is if you can’t figure out a solution to a problem or are having trouble coming up with different ideas, you turn the problem upside down, or invert it, and then come up with solutions for the backwards problem. For some reason it’s much easier to think of the backwards solutions. Then you flip them back to normal and there are your solutions. Sounds confusing, so here’s an example:

Problem: You want to increase traffic to your website

Turn the problem upside down: You want to decrease traffic to your website

Some ‘off the top of my head’ Solutions:

Make the site unfriendly

Randomly shut it off

Never update anything

Be rude

Keep key content hidden or difficult to find

Now let’s flip the solutions back again and see if they solve the original problem:

Make the site more warm/friendly

Make sure it stays up reliably

Be good about frequently updating content

Be aware how of my copy and if I’m talking down to my visitors

Make sure the good content is easy to find and prominent

What a great little tip! Excellent when you are suffering from creative block. I love it when you guys send in suggestions rather than questions. I know from the forum that the boagworld audience is hugely experienced and its great when you share that experience. Keep them coming!

Too many content management systems

Posted in Development on August 8, 2008 by Paul Boag

I know we live in a capitalist society. I know we are supposed to believe in choice. However, there are just too many damn content management systems. Another extract from the Website Owners Manual

Let’s face it, most content management systems look the same there days. They all offer very similar functionality. After all, most people want similar things. Once you have narrowed the field by price it can be hard to make the final decision.

However, functionality and price should not be the only criteria by which you make your judgement. There are a number of additional issues which need considering. In many ways these are just as important.

These include:

Licensing
The development team
Security
Accessibility and code quality
Documentation and training
Support
Community

We should begin by looking at the subject of licensing.

Licensing

Examine in detail the license attached to your choice of cms. It is not uncommon to find licenses that state you can make no change to the source code or use a alternative developer.

You may also find that licensing is per site or worse still per user. This can become very expensive if you want to setup multiple sites or have a large number of content contributors.

Ideally you want an agreement that allows unlimited use of the cms with the exception of reselling.

The development team

Look carefully at the development team behind any cms you are considering. For example is it an open source project with a community of developers or the product of a single company?

Neither approach is wrong. However you need to be confident in the long term health of the product.

Open source projects can be highly productive despite often being created by volunteers. That said, they can die off quickly if a more attractive project comes along. If you are considering an open source solution look at the age of the product. Mature products are more likely to remain supported in the long term.

With a commercial product you need to be confident in the long term viability of that company. Consider requesting a copy of their accounts to confirm their financial stability.

In both cases look for a team that are regularly releasing updates to their system. This is particularly important from a security perspective.

Security

Security is an important issue for any content management system. If your site is hacked you could loose content and find yourself in litigation if hackers get hold of your users personal data.

Judging the security of a content management system is not easy unless you have technical expertise. If unsure, get an experts opinion. However at the very least you can do a google search on the name of the cms and ‘security issues’. If you see lots of results then you will definitely want an expert opinion.

Accessibility and code quality is another important, and yet hard to judge, issue.

Accessibility and code quality

As we established in chapter 7 it is important to build using the latest best practice. This ensures your site is accessible and provides the flexibility to adapt over time.

Judging whether a content management system uses best practice is difficult if you are not a web designer. However, talk to the cms developers about their approach to accessibility. Equipped with the knowledge from chapter 7, you should be able to get an indication of their competency.

One aspect of best practice we have yet to discuss are webpage addresses. For a long time content management systems produced addresses that were hard to read. For example:

http://www.boagworld.com/index.php?sourceid=navclient&q=4

However, more recently content management developers have realized this is hard to read and damaging to search engines placement. Therefore modern content management systems produce addresses that look more like this:

http://boagworld.com/technology/friendly_urls/

This is a huge step forward and also allows the web address to be used as a navigational tool. Users can identify where they are in the site and even edit the url to find different pages. For example if the above address is shortened to:

http://boagworld.com/technology/

it will return all pages within the technology section.

Whenever possible look for systems that support friendly urls. They are a good feature to have and provide an indication of how up-to-date the practices of the developers are. If a cms supports friendly urls they probably support accessibility and standards too.

Additional information on best practice should also be made available through the documentation that supports the cms. This too is an important differentiating factor.

Documentation and training

Good documentation is a crucial component of any cms. As I have already said, content providers may not be using the system on a daily basis. They can easily forget how it works. Documentation should therefore be comprehensive and easy to use. Some content management systems also provide walkthroughs and video tutorials. These also help users understand how the system operates.

There should also be documentation for developers too. This will enable your web team to adapt the cms to better suit your needs. Without this it can be nearly impossible to work out how the cms works.

Alongside documentation, training is another useful resource. This is important for content providers who need more than a manual before they start using the system. Training provides them with hands on experience and the opportunity to ask questions.

No matter how good the cms and supporting documentation, there are occasions when you will require additional support.

Support

You need to ask some hard questions about support. What happens if you identify a bug in the content management system? Will you be required to pay for the fix? How fast can you expect a response? Do you require 24/7 support?

You need to know your requirements and have a good understanding of what the cms provider can offer.

Beyond fixes, there are broader questions about help. If you have a problem with the system is there somebody you can turn to for advice. Do you have to pay for this support and when is this support available?

Of course not all content management systems come with support. It is unusual for anything but enterprise level systems to offer this option. If it is not available you need to look at whether the system has a vibrant community.

Community

The community is made up of other individuals who use the cms. They share advice and experiences via forums, mailing lists and support sites. Such communities are particularly important for open source content management systems because these products rarely offer formal support and training. However, many commercial products also have excellent online communities.

A good community will be able to answer questions, offer support and even make available a range of plugins that can be used with your cms. Before investing in a cms ensure it has a vibrant community. Visit the support site and look at how many users are registered and how often they post. Examine the kind of topics people are discussing and particularly how supportive they are to new users. It is not unusual to find apparently vibrant communities that are hostile to new users asking ‘dumb questions.’

For more from the Website Owners Manual and early access to chapters as they are written go to the books website.

129. Conferences

Posted in Classic shows on August 6, 2008 by Paul Boag

This week’s show sees the return of Ryan and Stanton, holding the fort while Paul and Marcus sun themselves on holiday. .

We’ll be talking about taking your first steps into the world of conferences and answering your questions about font smoothing and browser emulators

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News and events

Release of Firefox 3.1 Alpha

Last Wednesday saw a new developer release from the Firefox team. Firefox 3.1 Alpha, or “Shiretoko” is now available for download. Shiretoko is built on a pre-release version of the Gecko 1.9.1 platform and introduces several new features for you to play with.

Web standards improvements in the Gecko layout engine
- They don’t actually say what improvements, so I guess we’ll have to trust them with this one but from what i can gather, they’ve added a lot more CSS3 selectors like :nth-child, the CSS3 “word-wrap” property, CSS3 columns, text-shadow, box-shadow, border-image and more.
Text APIfor the <canvas> element.
- This is a quite detailed API for drawing vector text within the canvas element, and is sure to set the hearts ot typophiles beating just a little bit faster.
Support for using border images.
- The design community has been screaming for this for as long as I can remember, the ability to specify images as borders. The whole rounded-corner craze might be slightly out-of-style now, but I’m sure we’ll see some innovation with this feature very soon.
Support for JavaScript query selectors.
- Now I’m not completely down with the javaScript kids, so I apologise if i don’t get this quite right. But the query selectors seem to be a way to target specific selectors instead of having to filter a result set provided by the getElementsByTagName() call, you can now do the filtering before you execute the query.
Several improvements to the Smart Location Bar.
- When you start typing a URL, Firefox starts giving you options to choose from, you can now filter those results while you’re typing.
A new tab switching behaviour.
- Pressing Ctrl+Tab now gives you a filmstrip style overlay which lets you quickly navigate to your open tabs, and mimics the similar feature in most operating systems nowadays.

The alpha is available from the Mozilla Developer Center.

A List Aparts’ 2008 Survey

It’s that time of year again, the A List Apart team have unleashed their 2008 survey “for the people who make websites”. The survey gathers a massive amount of information, with around 33,000 people taking part last year and covers a wide range of questions covering all aspects of our beloved industry.

The survey covers everything from Age, Gender and Geography to Education, Employment, Vacation (holidays to the rest of us) and those oh-so-important salary details, how many hours worked and your methods of staying upto date with what’s happening in the industry. The data gathered is compiled into a comprehensive, yet easy to read report, and they also provide the raw (anonymous) data so you can do your own number crunching if you so wish.

You can also have a look at the 2007 survey results if you wish, and Paul and Marcus will no doubt be covering the results of this years survey when they’re published. So this is a call to arms really, help improve this survey by taking part at Alistapart.com. We took part, so should you!

The Future of Web Font Embedding

The last news item is a blog post by Richard Rutter on the future of web font embedding. With both Safari and Firefox supporting web fonts in their 3.1 releases, and development releases of Opera, it could be time to start playing with web fonts.

Richard starts by defining web fonts as using the @font-face rule to point to regular TrueType or OpenType font files on a web server, this is to clear up any confusion with Internet Explorer’s proprietary web font support with uses EOT font file, which is also a way to wrap the fonts in DRM, which i think might severely hamper any efforts to bring web fonts into the mainstream.

The font foundries and type designers seem to view web fonts as the death of their industry, insisting that their revenue streams will be destroyed by piracy and free font embedding, rather than seeing this as an opportunity to really boost their industry.

There’s nothing to say that the @font-face rule has to point to a locally hosted font file, The opportunity exists for the font providers to host the fonts themselves, and charge for their useage. This saves us, as designers, from having to install fonts on the machines we design on, and will undoubtedly allow us to choose from a much larger selection of fonts which can be switched quickly and easily.

Feature: A Year on the Conference Circuit

This week’s feature has stemmed from a listener who asked “which conference would I suggest for a first timer”? And “how difficult is it if you don’t actually know anyone there”? Having attended a couple of the big conferences this year I thought it would be useful to share my experiences.

Listeners feedback:

Font Smoothing

Steve Writes: I have been listening to your podcast. I really like it.

I jusr want to ask a question. On mac, the fonts seem to be all thicker than windows. What setting are u using? I’ve been using best for lcd. Today I changed to automatic, and the fonts were much thinner. It looks more alike with windows fonts.

Do you think this is a big problem for mac users? Since the fonts will look different. Which setting do you think is the best for web designer on macs?

The difference of Mac fonts compared to their Windows counterparts originates from Apple’s legacy in desktop publishing and graphic design, the fonts are rendered in a way which would give a closer approximation to how they would look when printed.

Mac’s use a specific font wrapper called dfont, this contains extra information to preserve certain features like font outlines and hinting which can then be rendered more accurately on-screen meaning that in general, fonts look better on a Mac, whichever smoothing method you choose.

If you’re a designer, I’d heavily recommend testing your design in as many different browsers as possible, but also on different operating systems as well. I work primarily on Windows Vista (don’t shoot me) and have a dualscreen setup, my second screen can be flipped over to my Mac where I can test in Safari, Firefox and Opera on Mac, I also run a Ubuntu system to test in. Rather than running a standalone IE6 build on vista, I run a full XP virtual machine with IE6 running natively as I just don’t trust the standalone builds.

One of the main things you’ll have to accept is that your design might not look identical on any combination of browser or operating system, and because you’re probably designing websites to be viewed by other people, I’d recommend keeping your font smoothing to the default setting of “automatic” which is most likely going to be the case for your target audience.

Browser Emulators

Andy Asks: Hey guys. Been listening (on and off) for a while now and love the show.

I was wondering if there is such a thing as a browser emulator, software that allows you to see your site as it would appear on IE, Firefox, Safari, Opera, etc. If there is one, is it total crap and not really work.

The answer to your question is yes, there are several websites that can provide you with this type of service.

One of the more popular sites is Litmus which is an online emulator that validates your HTML and CSS as well as presenting you with a screenshot of your website loaded in up to 23 different browsers across various operating systems. It can also provide you with a report of any compatibility issues it has come across. However there is a fee to get any real use out of this service.

What Litmus does it actually does very well; however there are a couple of major draw backs I’ve found:

You can’t have an interactive experience – Not all issues can be seen from a screenshot and more often than not you need to just take your mouse and navigate around the site to find problems.
You can’t test javaScript – You can’t see javaScript animations from a screenshot.

As Paul said in the previous question, there’s no substitution for the real thing, which is having multiple setups with multiple browsers installed. However that’s not always a viable option especially for freelancers working from home who don’t have the budget (and space…) to have several machines and licenses for operating systems needed for testing, in which case sites like Litmus are invaluable.

My advice is if you can test on the real thing, do, if you can’t then take a look at Litmus.