134. Chrome

In this weeks show we give you advice on choosing the right hosting company, Teifion and John send us a review of dConstruct and of course we discuss the release of Google Chrome, can it topple IE?

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News and events

Managing and choosing fonts

With the new generation of browsers supporting embedded fonts in a consistent way, it is time for us as web designers to start taking typography serious.

One small part of this is how we manage and choose fonts. I confess, I have put little thought into font management. The result is that my choice of font is often not as thought through as it should be. A massive drop-down list in Photoshop does not inspire considered typography.

However, a couple of discovers this week have inspired me to put more thought into the subject.

The first is a review of 25 font management tools. This include both free and paid for software. It also has options for both the Mac, PC and even Linux.

You might ask why we need a font management tool at all. Trust me, if you start installing a lot of fonts on your system you will soon discover why. Large number of fonts become unmanageable and can cause serious performance problems. As a minimum you need an easy way to enable or disable fonts.

The second discovery was an online/AIR font application that displays text of your choice in every font available on your system. This in itself makes font selection much easier. However, this application also enables you to narrow the field by removing unsuitable fonts. It is a great visual way of getting the right typographic look.

jQuery supercharges menu rollovers

Although I am a standards based designer through and through, I have always felt like the nerd in the class. After all it is the Flash kids that get all the girls and attract all the attention with their cool (if somewhat inaccessible) animations and effects.

4 years ago Dave Shea attempted to smarten up our image a little with CSS Sprites. This was a technique for doing CSS based rollovers on menu items. It wasn’t as eye catching as Flash but it was a start and at least I didn’t feel dirty after I used it.

Jump forward to the present and we find a world where the ‘cool divide’ has been reduced thanks to Javascript. Dave therefore felt the need to bring his CSS sprite technique up-to-date on A List Apart, using a sprinkling of Javascript.

Using jQuery Dave takes the plain old CSS sprite menu and gives it an attractive new look. However, at the same time he maintains its accessibility thanks to progressive enhancement.

It is a slightly long winded article (like I can talk!) in places nevertheless it is a nice illustration of what jQuery and CSS are capable of. It is also a technique we can all make use of right now, something A List Apart has been missing sometimes of late.

Can Google Chrome Topple IE?

Without a doubt the biggest story of the week is that Google has launched its own browser called Chrome. At the moment the browser is only available for windows although a mac and linux will follow shortly.

More on my thoughts can be found here

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Feature: Choosing a Hosting Company

Hosting companies are a dime a dozen. They all offer very similar packages and all seem competitive on price. How then do you choose between them. We discuss this in this weeks feature.

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Review: dConstruct

Teifion: And the next part of the podcast is sponsored by Ticklefish Design and Searchlight Digital.

John: Hi I’m Marcus Lillington.

Teifion: No I want to be Marcus Lillington. Marcus is the cool one he doesn’t get my name too wrong.

John: No no. You agreed that we would both be Marcus.

Teifion: That’s a fair compromise. No one want’s to be Paul. Anyway right. On with the show. So Marcus what did you generally think of the conference?

John: I thought it was really good actually. Yeah I enjoyed it all. I enjoyed the free coffee.

Teifion: Which you didn’t tell me about till right at the end so I only got one cup.

John: No that’s right.

Teifion: I thought I was a bit unfair.

John: I thought it was sort of obvious there was free coffee. But with regards to the speakers, yeah I enjoyed all of them. Some of the speakers were speaking about things I don’t really you know, I’m not involved with directly but they all put their points across really well. I enjoyed all of them. I think I can take something away from each speaker. What did you think?

Teifion: I quite liked the fact that none of them talked for too long or too little. They were all quite engrossing and though again not directly related to what I do they were all very interesting and I did end up taking something away from it.

John: Yeah and there was humour in there as well.

Teifion: Oh there was Matt and Matt are hilarious.

John: Yeah Matt and Matt get the award for comic.

Teifion: With that subject what was your favorite talk during it?

John: My favorite talk was Tantek on microformats.

Teifion: Okay summarize roughly what he talked about. Except microformats that just kinda basic.

John: Yeah it is really. You know the concept of how microformats are I don’t really know what I’m saying again.

Teifion: Just keep going Paul does.

John: Yeah just how you shouldn’t have to keep reinputting data into all these different sites, all these different social networks that we go on. They should all, you know there should be one sort of central hub which is your sort of central place where you put all your details in and all these other sites that you choose to join up to and put information on. They should all just link up. Microformats again is a new subject to me. I’ve only done a basic vCard and that’s about it. It’s definitely something I’m going to read into.

Teifion: I’ll definitely agree with that summary.

John: Although a little long winded.

Teifion: No not long winded at all. Remember the people who listen to this are used to listening to Paul.

John: Yeah that’s true.

Teifion: Well I’d say that my favorite talk was Jeremy Keith on the system of the world it’s titled. I would have titled it something more like "Why the cloud can be smart and why it can be stupid. Why you think you can predict it and why you really can’t." It was a great intellectual talk and I’m pretty sure that most of it went over my head. Possibly into the head of who ever was sitting behind me. He basically said that you can’t predict what will be the next big thing like Facebook or Twitter but you can create good foundations or nurture something so that it’s more likely to be the next big thing.

John: Yeah that’s a good summary there as well. I mean basically I thought it was just about a black swan.

Teifion: That is true actually. It’s just all about the black swan. You can’t predict it. It’s got a big effect and after it you’ll all go back and say "Hey we knew this was coming.

John: We knew this black swan was going to be born.

Teifion: Yeah that’s how it works isn’t it. Tell you what, what do you think the best moment of the conference was to you?

John: Ah. I mean there’s a lot of moments but the best moment has got to be Teifion, as Marcus calls you, when you went up to Ryan Carson to thank him for the free complimentary tickets to dConstruct.

Teifion: I’d like to point out that yesterday as in the day before the conference I had a 5 hour train journey from South Wales to Brighton. I then went to bed really late and got up really early. I was really tired and confused.

John: Still no excuse. You call yourself a student.

Teifion: No I’m a graduate.

John: Oh okay. There’s a slight difference. But luckily for Teifion I pulled him back at the last moment to save his ???? it wasn’t Carsonified that supplied the tickets it was Clearleft.

Teifion: I knew it was Clearleft that supplied the tickets. I just got confused. Tall guys in hats are very confusing.

John: What about you? What was your favorite moment?

Teifion: I think it was when we actually went up to thank Jeremy for putting the whole event on and for possibly the free tickets. It wasn’t actually Jeremy that we needed to thank aparently. I like the way that you sort of thought how to do it. You went for the wussy catch his eye approach. I just walked up and said "hi thanks for the tickets. Have a business card." I didn’t actually give him a business card.

John: No but that is a funny point. Tef did hand out quite a few business cards. Which is good I mean networking is really good. Apart from the lady who you tried to impose your business card on.

Teifion: I don’t think she heard me.

John: No she just blanked you.

Teifion: It’s possible. It’s happened before. You remember why we went to see Jeremy don’t you. It’s because sadly Marcus your jokes are sadly not up to the calibre that we would like. Granted their not dire, I mean if Paul was in charge of it they would be dire or worse. But I think Marcus’ jokes could do with some improvements. So we went up to Jeremy to ask him for a joke. Do you want to tell the joke.

John: Yeah I would love to tell a joke. Apart from the fact that I actually can’t remember it. But seeing as you already knew it and knew the punch line you can tell it.

Teifion: Okay why did the chicken cross the mobile strip?

John: I don’t know. Why did the chicken cross the mobile strip?

Teifion: To get to the same side. If you don’t know what a mobile strip is Google it.

John: Unfortunately I don’t.

Teifion: That’s a shame. Well I suppose we’re hitting the 6 minute mark which if we were Paul we’d go "Well lets start on the news." or maybe waffle on a bit more. We’re actually going to have to conclude this partly because it’s not our own podcast. So I figured what we could do is we can end it with a question. What do you think of that idea?

John: Good idea.

Teifion: Well what I’m going to do now is I’m going to put you on the spot and I’m going to pause it for 30 seconds and you are going to come up with a question and then you’re going to ask it.

John: Brilliant. Was that the pause?

Teifion: Yes a good long 30 seconds.

John: I thought you were just going to do a pretend pause and then we’d just go right into it.

Teifion: No that would be something that Paul would do. Paul’s not cool.

John: My question to both of you Paul and Marcus is, "Would you advise up and coming web designers or developers to email and get in contact with local agencies with regards to getting some kind of work experience with them? Even if it’s only for like a day or two." So that’s my question.

Teifion: Fair enough. I suppose I could add a sort of additional question. It is "If you put so much effort into your work Paul you presume you put a lot of effort in to your family like. I know you put a lot of effort into youth work. Why is it so hard for you to put just a little tiny bit of effort into learning how to pronounce a name that so many people I know can so easily pronounce? It’s (he didn’t spell it so I don’t know). It’s really not that hard.

John: Teifion

Teifion: See if you knew me for longer you’d be able to pronounce it. Maybe Paul’s just not cool enough.

John: Maybe you should all just call him Ty from now on.

Teifion: That could work. Anyway that’s it.

John: O I’ve got one more point. Stanton.

Teifion: Where is Stanton?

John: Stanton we agree well we met him. He said he wanted to help and come in and say a few words at the end of the podcast but we don’t know where he is. He was last seen

Teifion: chatting up randoms.

John: Yeah that sums it up.

Teifion: I could guess at what he would say I could be completely wrong though.

John: I think we should end it on that note.

Teifion: Bye.

John: Bye.

Thanks goes to Curtis McHale for transcribing this review.

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Can Google Chrome topple IE?

Without a doubt the biggest story of the week is that Google has launched its own browser called Chrome. At the moment the browser is only available for windows although a mac and linux will follow shortly.

The launch of Chrome has generated huge publicity and I am sure you are already aware of its emphasis on stability, speed and support for web applications. You probably know too that it is built on webkit so CSS support is good.

The question is whether we will need to start testing our sites in Chrome? Well, take has been strong with figures rising up from 1% to over 6% shortly after launch. But is Chrome going to finally overcome the dominance of Internet Explorer or just cannibalise the market share of IE’s rivals? That is harder to judge.

The browser that finally topples IE will not do so because of quality, but because of brand recognition. If IE was going to fall because of its poor feature set or dodgy rendering it would have done so already. The problem is that most people are quite happy to use IE. It is pre-installed and ready to go. Indeed many simply associate the web with that little blue E.

Sure, other browsers have made remarkable inroads into IE’s market share. However, they have probably pushed as far as they can go. The rest of the market are those people that just don’t care. They know IE, they are familiar with IE. Why change?

Extract from the Google Chrome comic

However, if anybody is going to change that status quo it will be Google. Although many associate that IE icon with the internet, when they click on it they go to the Google homepage. Google has as dominate brand, maybe even more so than Microsoft. If anybody can pursued the hold outs to swap, it is Google.

Google has a huge profile. Never have I seen a browser featured on BBC national news, but today they mentioned the launch of Chrome. They also have a lot of eye balls and with Chrome featured on their minimalist homepage you can expect downloads to go through the roof.

Who knows if they will pull it off. What I do know is that this will certainly be damaging for other browsers especially Firefox which has been heavily backed by Google.

130. Air

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.

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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.

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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.

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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

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.

128. Details

On this weeks show I’m accompanied by our Producer Ryan and Researcher Stanton. We Interview Dan Rubin on the Details of Design, and answer your questions on managing a bigger team and terms and conditions.

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News and events

Silverback Launches

This week has seen the release of Silverback, the highly anticipated app from the guys at Clear:Left. After months of speculations about what Silverback actually was, the “spontaneous, unobtrusive, usability testing software for web designers” is finally available for download.

We’re sure a majority of you know all about Silverback, but for those of you who don’t, Silverback, which is available exclusively for the Mac, is Clear:Left’s answer to convenient usability testing on the go. Utilising the iSight and screen capture facilities of the Mac, user’s experiences can be recorded and reviewed at a later date, taking away the costly and often difficult to setup up approach of using specialist equipment like multiple camcorders which can lead to hours of time spent trawling through video footage.

PatternTap

Whether you’re a designer or developer, there are many occasions where you go on the hunt for inspiration in interface design. Normal CSS Gallery sites give you great examples of full site design, but usually don’t focus on the small details of interface design. The only site i’ve ever been aware of is Christian Watsons “Elements of Design“, which is a great resource showing examples of elements like comment forms, calendars & date pickers, footers, image captions and so on.

There’s a new site I’ve come across this week called PatternTap.com which also wants to collect these design patterns and focus on specific elements of design and to help you to reference, collect and organise them for your own needs.

PatternTap is shaping up to be an absolute goldmine of inspiration, and looks like it will build into a large resource of design element exmples. There’s currently 46 collections, everything from 404 pages, audio players, pagination and search boxes. It let’s you create your own “lightbox” style user sets, so you can keep your favourite examples organised for future reference.

I’ll definitely be adding this to my toolbox of design inspiration links, and recommend you give it a look too.

Google App Engine Update

This week also sees the release of a small update to the Google Apps Engine. The Google Apps Engine allows developers to build applications on Googles own infrastructure. I have to admit that the Google Apps Engine is not something I’ve developed with personally however that doesn’t stop us talking about it so let’s run through the list:

  • Firstly you can now have up to 10 apps on your account as opposed to the previous limit of three 3, the Engine also limits developers to 1000 files per application, so the increase in the number of apps you can now have is a welcome addition.
  • Time windows for Dashboard graphs: Zoom in on the data in your dashboard to get a more accurate picture of whats going on. You can zoom in to see graphs for the last 24, 12, and 6 hour periods.
  • Log files can now be downloaded in plain text.
  • And finally you can send email as the logged in user: If you’re using the users API, you can now send email from the email address of the currently-logged-in user were as before it was only possible from the administrators account.

S3

So some of you may be aware that Amazon’s S3 service suffered from some 6 hours of downtime recently, this echoes the issues of service availability that happened back in February.

For those of you who don’t know, the S3, or “Simple Storage Service” is a scalable and inexpensive data storage infrastructure, which allows you to store and retrieve any amount of data.

So this is a fantastic idea – in theory, it means that if you’re developing a large website or web app and need lots of storage, you don’t have to pay for huge webhosting plans with lots of physical diskspace, you store your assets “in the cloud” as it were, and you’re charged based on how much storage space you, and how much bandwidth you consume.

Lots of large sites rely on the S3 service for their storage needs, Twitter, BaseCamp and SlideShare to name but 3 and the recent downtime has raised the age old issue, “are we putting all our eggs in one basket?” Jonathan Boutelle put it best in a recent blog post, stating “When S3 goes down, the internet goes down”. Aral Balkan also wrote recently urging people to have contingency plans in case events like this happen again, stating that the Open Source Google App Engine SDK could be the answer.

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Interview: Dan Rubin The Details Of Design

Paul:Joining me today is Dan Rubin who I recently saw at the @media conference. Good to see you or speak to you again Dan should I say?

Dan Rubin:Good to speak to you Paul.

Paul:It was good to meet up with you at @media. It feels like a long time since we met up and it was great to hear you speaking there. That was a first for me.

Dan Rubin:Thanks. It was a privilege to be able to help out Patrick it being very last-minute.

Paul:Oh was it?

Dan Rubin:He sent me an email about two weeks prior saying someone had dropped out and of course I wasn’t going to say no.

Paul: laughs

Dan Rubin:It’s been over 10 years since my last trip to the UK, so it was a great opportunity.

Paul:Cool. Well I have to say considering you only had two weeks to put together the presentation, it was truly phenomenal. It was an excellent presentation and I really enjoyed it. You were talking about ‘design is in the detail’ I guess was the kind of subject you were tackling?

Dan Rubin: I’ve been talking a lot lately about the level of detail, the attention to detail and the design and I’ve done a couple of presentations with Brian Veloso over the last year on that same kind of topic. This was an extension of that injecting some of my own little personal preferences into the talk and got to cover things like typography and some of the simple practical things that you can improve very easily that result in a big improvement and typography, and little tricks in using grids, not on how to make them but how to actually implement them and how they can help workflow and bring things together and make layouts tighter and better without
that much effort and the same thing with digital transformations in photography and a lot of pixel detail that a lot of people don’t notice and its all about the subtle level of design.

Paul:I got this vague feeling that as you were talking you were a little bit appologetic for some of these manushi that kind of individually you sit there and go ‘how is anyone going to notice that?’, but accumulatively they have this effect on the design don’t they?

Dan Rubin:Well that’s the thing. It comes down more to feeling than seeing but its about as a designer what you feel with your eyes more than anything else and how that translates to what users or viewers or readers also feel but since they don’t know it is there, they are likely to never actually see it, but as a designer you’ll know it is there, you can see it, and the trick is to get it to the point of you can still see it but it is not really visible it is just felt.

Paul:A subconscious expression?

Dan Rubin:Yes.

Paul:You covered loads of tips in your presentation and there was some excellent stuff in there but if you had to pick out one that has the biggest impact on a design, which of the many things you talked about would that be?

Dan Rubin:I think what it would be is to really underscore trusting your eyes and it seems a really simple concept and whenever I put that up on the screen you get giggles from the audience. The truth is many of us don’t actually take the time as designers to just step away and look at what we’re working on. It doesn’t matter whether it is for screen or print. The medium is a material at this point and it is just having faith in what you see and what you feel. That’s what being a visual creative is all about. It is trusting what you see. It is the same as being a good musician comes down to trusting what you hear and sometimes we forget that, and we start getting into designing based on the rules or how we think we are supposed to do things or designing on technical limitations alone. When we do that we stop using our eyes.

Paul:It’s interesting in the presentation you talk quite a lot about some of the details and the mechanics of design. You were talking about font sizes going incrementally up, your heading and your sub headings and there being a mathematical relationship in their sizes. You talked about being consistent in your margins and padding and how all those things inter-relate. Are we saying that design is something that can be learnt and it is a mathematical thing and it’s a set of rules that you just adhere to? Or is there some sort of underlying artistic thing, some people just know how to do it and it’s not something that can be learnt. What’s your opinion on it because I get mixed feelings from you? On one hand you talk about these rules and on the other hand you talk about stepping back and looking at your design and it feels more kind of arty-farty if that makes sense!

Dan Rubin:What a load of questions and rightfully so! It’s something I’ve written about before years ago and had a bit of back and forth on the topic with Paul Scrivvens of 9 Rules, with him arguing that you don’t need any natural artistic ability because he didn’t think he had any, yet he was clearly doing things that looked good. I was arguing the opposite but when it comes down to it it’s really not something that you can say definitively either way. Just as there are people who naturally seem to be good musicians or good athletes or good at math and programming, there are people who seem to naturally be good at design and any kind of creative endeavours. It is really difficult to tell whether that seeming innate ability has come from something that happened in very early childhood development or if they were born with it. I do think that however difficult it is to put a finger on it, once you get old enough, especially to the point w here probably most of your listeners are doing what your doing for a living already or you are thinking of changing from one thing to another, you’re past that point of subconscious development where you need to put conscious effort into something and you can. I think you can be trained to do most of the things designers do. You can even train yourself to see the way that creatives see. The older you get the harder it becomes to incorporate into the way you view the world. That is a big part of it. That comes down to sometimes the different personalities. How hard is it to put a finger on what makes you ‘you’. I would say as a teacher, and I spend a lot of time teaching high school students over here about music as well, since that’s my other passion, and it’s specifically not just playing music but it’s specifically singing which is one of those things that you can either carry a tune or you can’t. I’ve also seen kids who can’t carry a tune when they start singing learn how they train themselves. They learn the proper muscle memory, and it’s amazing to see what people can actually accomplish when they put their mind to it. If you are listening out there and you want to become a better designer or maybe you’re not a designer and you’re a programmer or a web standards junkie, and I can say that because I am one too, and there isn’t any reason that you can’t become a better designer, or become a designer from scratch if you realy really want to.

Paul:I think that’s really important to say because I think so many people are intimidated from getting involved in design because there’s almost a bit of snobbery. If you’re not artistic, you’re not artistic there’s nothing you can do about that. I personnaly don’t believe that that’s true. Like you say I think there are some people that are naturally inclined that way but I think a lot of the principles that you were talking about in your presentation pretty much anybody can pick up on and do, which is what encouraged me so much hearing you talk.

Dan Rubin:That is one of the reasons why one of the reasons I say one of the most important thing is to trust your eyes and that’s instinctual. These rules, as a good teacher you have to teach these rules. When you start learning any discipline the first things that you are taught are the basics.The basics are things that many people, once they learn enough, don’t conciously think about, but what you find if you deconstruct their work is that they are doing them, they have incorporated into their flow into their process so it’s second nature to them. What we think of as instinct is really just experience.

Paul:Yeah. One of the things you did mention in the presentation that grabbed my attention is you talked a lot about texture and adding more texture to your design and about how that creates a real feel. There seems to be a slight skism, I don’t know if that is the right word, but like 2 different camps in design at the moment. People like yourself, Elliot Jay Stock is another example that does very rich, very textured design. It’s absolutely gorgeous. At the other end of the extreme you’ve got people like 37signals doing this minimalistic functional design. How do you feel those two sides fit togeth
er? Is there a role for one or the other or have they both got their place

Dan Rubin:I really think that both have their place and more than that it’s popular to create divisions. Not just these days, if you look at any industry that spends a lot of its time looking at itself, like we do, you start to find reasons to create little clicks within it or factions or what have you. If you just ignore those splits that happen because we spend way too much time looking at what we do and try to deconstruct it and answer that question of ‘why’. What you find is that it’s all the same thing. When I talk about texture it is important to understand that it doesn’t just mean rough or ??bulap or brick. Texture can also mean smooth and polished and speaking directly about 37signals for instance. I’ve used their apps and I’ve loved them since the first time they came out. If you look at the first versions of Base Camp and Backpack, before their incremental re-design they’ve actually added the little drop shadow over time. If y ou look at it as a designer you see the flaws in the way they’ve done it because it doesn’t look real and it just ends at some edges, it has hard edges, but that’s not the point. The point is they added it because it created a separation, they added it because they felt it needed it. The rest of the interface doesn’t need any other texture because it isn’t supposed to have a feel to it. It’s actually supposed to totally get out of the way and there are different approaches to minimalism. You can use minimalism in subtle detail where you add in things like I was showing in my presentation, or you can use minimalism where you keep taking away and 37signals apps feel right, they always have felt right to me so as far as I’m concerned that means they’ve hit the nail on the head. It shows when you see people trying to recreate the application interface and theat style that 37signals uses and they get stuck in this pattern of adding things, like they feel ‘well, that’s 37siganls l ook so I think we have to add things to make it better, to make it better, and they never work as well because it’s not just about that. So the answer is, and I try to underscore this when I talk to people about this or present about it or even write about it, as much as these things can be presented as rules and definitive this is the way to do something. the fact is you have to do what works best for you and your particular project or circumstance or situation, and you also have to be open to the fact that what works for you right now might change. It might be different next year, next month or next week, and being able to adapt to your situation as a designer specially is really important, because you have to adapt if you’re doing client work, you have to adapt from project to project, because your style might work for one client but you might need to tweek your style to do what’s best for another client. If your working on your own applications, what works for your users now might not work for your users once they become users that have used your app for a year and they’re experts now.

Paul:You talk about tweaking your style. How easy is that, do you think, to do in reality? I mean I’ve got a very strong style in my design, and I really struggle and I look at someone like Cameron Moll’s style and I just love it. I love the light-handed feel, he’s very delicate, beautiful design, and I wish I was more like that, but there is no way I can make myself become like that, or can I? Is there a way of changing your style?

Dan Rubin:I think we’re all naturally mimics. I’m not going to dig into my opinions on human adapability too much. I spend a lot of time thinking about that as far as evaluating how people use things, whether it’s interfaces or products and it’s interesting to start to see those patterns but you can see it on a global scale too. Historically human beings are species very, very adaptable and that happens on macro and micro levels. If you want to adapt your style you can. You look for the inflences you want to model yourself after. This is just how people learn to be designers when they’re starting out, or learn to be artists. When I took my first watercolour and oil painting classes when I was 11 or 12, the way we learnt was to recreate examples that were painted by masters. So learn how to use the brush strokes they use, to learn how to mix colours the way that they use them, to learn how to use the tools the way that they use them becau se you only discover your preferences and your style by mimicing, copying others. You find out what works and you decide what works for you and what doesn’t. So changing how you design and how you see is not necessarily easy, because at a certain point you’re reprogramming muscle memory and from my experience with singing I know how difficult that is to do. Once muscle memory has been built up to the point where you don’t think about it and you just react, it’s very difficult to break that down and re-build it. Difficult does not mean impossible.

Paul:That’s really interesting that you say that because I’ve always very much struggled to design in any other way than I already do, but I obviously need to push myself in this area. Talking of 37signals, I’m sure you have been following their recent post and various reactions to it about skipping Photoshop, and how they move straight into building with HTML and CSS and I just wondered what your opinion was on that.

Dan Rubin:I know I’d get roped into this discussion somehow. There has already been some great responses from people like Jeff Croft and Mark Boulten to the 37signals post on that, and even interestingly enough a follow-up post sourced by 37signals announcing that they were looking for an additional designer for their team that can push them into different directions that they havent been going naturally. That comes back to the whole adaptability and willing us to change and being open to it. In the argument itself I can’t say I always start in Photoshop or Fireworks or some sort of visual tool. I think Jeff said 37signals starts with a visual tool, it’s pencil and paper. I think even if your tool is a marker on a whiteboard to a certain extent everybody tends to start there, even if you don’t start there you start with a picture in your mind. So there’s some level in the process where a visualisation is occuring, if that’s fair to say. When it comes down to it why does the tool that you’re using to visualise really matter? It starts in your head if you’re a primarily visual person you can either realise that vision by programming it and seeing it in the browser or using Photoshop as a tool. All of these are just tools when it comes down to it, they’re not the end result. They’re just part of the process. I’ve done both. I’ve built straight from XHTML and CSS many times and I do tend to find that most visual designers that have weighed in on this conversation also find that in my opinion the result ends up being more simplistic. that’s not necessarily to say bad. It’s just different and you’ll find that the tools that you use as a visual creative influsence the end result because that comes down to constraints. 37signals of course is huge on constraints and you do save time when you’re doing straight HTML and CSS, you skip a lot of the temptation to play around like I know I do with layers and layer setting s and percentages of opacity. I spend a lot of time playing when I’m in Photoshop, I don’t think that’s bad. That’s part of the creative process when using that tool. When I used to paint which I havent done in way too long. I would play with my
palatte, when I was doing oils my palatte and my palatte knife was tool before I got to the canvas, and I would play with mixing my colours ‘and that’s not quite right’ and ‘wait and go over here’ and sometimes you get it onto the canvas and it doesn’t look the way you want it to and have to wait for it to dry and then you paint over it because that’s what you do with that tool. When you’re doing watercolours you don’t have that forgiveness of the tool, you have extra constraints, so you don’t experiment as much putting it on the paper, putting the paint to paper because you know once it’s dried and there you can’t go back. you can’t paint over it. So you adjust your style depending on the tools and the workflow and it’s all good, it ‘s just all different and you have to I think do yourself a favour and experiment to find which works best for you and don’t be afraid if you’re working on a project and you think ‘this doesn’t feel like it needs a lot of subtle gradients and lines and shadows and Photoshop work. I might just be able to build this without using Photoshop at all’. So do it if it feels like that will work best go that route. If you feel the opposite go the other route. If you feel like it should involve a lot more natural media pull out your watercolour pad and paint something and scan it in and incorporate that

Paul:It really down to the right tool for the job thought process.

Dan Rubin:Exactly. The thing that 37signals does really well is stick to their guns. They state their opinion so firmly that people can easily interpret it as law and I think that’s very important. In any industry it’s very important to have people who do that, who can stick to what they believe so strongly and apply it so universally that it creates this set of rules, but it doesn’t mean that they have to be followed or cant be partially followed or bent or broken and you find just as much as 37signals is enfatic about skipping Photoshop. There are other people who would never in a million years go straight to HTML and CSS, doesn’t mean that either camp is right.

Paul:OK. One last question just to wrap this up. We’re running out of time but there’s something I wanted to ask you which is: We’ve been already talking about that there are people that may be want to learn to be better designers, to find their style and to move into this area, perhaps they’ve been a developer background and they’ve been previously put off exploring design because they have been made to feel inadequate. What kind of resources would you encourage people to look for or look at in order to get going I guess?

Dan Rubin:Whether you’re starting from scratch or just trying to improve what you already have it’s important to touch on a couple of specific areas, and those are typography, layout and working with colour. This applies just to design because it’s worked whether you’re designing on the web or designing in print or branding or whatever you’re doing. Typography is kind of my first love with design and if you want to learn about typography you have to go out and buy ‘The Elements of Typographic Style’ by Robert Bringhurst. It’s the bible for typographers. It’s really easy to read too because he’s a well respected Canadian poet as well. He just happens to be an excellent typographer and book designer, so if you are in a rush, you cant get to the book store or Amazon right away Mark Boulton’s series ‘Five Simple Steps To Better Typography’ is a great place to start as well and he references a ton of other good resources. Start there if you a re going to start online but no matter what buy ‘The Elements of Typographic Style’. When it comes to layout there are a lot of things that you can learn about layout but you’ve got to learn about grids, even if you never use them. Do yourself a favour of learning and I’ll reference Mark again, actually I’ll reference Mark in all three of these. He’s got great starter tutorials about this stuff so ‘Five Simple Steps To Designing Grid Systems’ is really a great place to start. Cameron Moll has written about Griding The 960 and read up over on Khoi Vinh’s site about grids. ‘Grids Are Good’ is a great demonstration as well, and if you want to get a physical book to hold ‘Grid Systems In Graphic Design’ is a great, great phyisical book and I think it’s important to as web designers to also reference ‘Print’, because Print is where all these design rules come from and typography rules and colour rules, so learn from these different implem entations and you’ll figure out things that you can do that you didn’t think about, because you haven’t seen them on the web. So ‘Grid Systems In Graphic Design’ is by Josef Müller Brockmann I believe would be the pronounciation, look that up. Colour, and this is something that’s very preferential maybe but read up again Mark Boulton’s ‘Five Simple Steps To Designing With Colour’. He’s great at teaching, he’s great at communicating all these things. Also play around with some of the online tools like Adobe Kuler, is fun. Look at what other people are putting together, look at combinations, again feel is important. Whatever feels right for what you’re trying to do. Another cool tool is Colorjack. You got a couple of ways of mixing colours and it’s really, really cool to look at. Finally on the topic of colour whenever using colours in an interface please be aware of the different types of colourbl indness that exist, and there are lots of tools online. Photoshop CS4 will have some tools built in as well but there are plug-ins that you can get right now for all sorts of tools and online tools as well that allow you to see what you’re designing, or even just a colour palatte. See them through the eyes of someone that has these various colourblindness afflictions and make sure that whatever you do doesn’t render something unuseable to what ends up being a large percentage of the viewing public when it comes down to it.

Paul:WOW !! That’s a good set of resources !! My word.

Dan Rubin:You didn’t think I’d be that prepared did you?

Paul:That’s a superb list. I certainly didn’t know about all those posts from Mark Boulton. there was some great stuff in there – Thank you very much Dan. Just to say that Dan’s talk at @media will be no doubt going live at some point and you’ll be able to download it and listen to it. Definitely do that, it was superb. So check that out. You will be able to go the shownotes for this episode for all those links that will be useful as well. No doubt you won’t be able to remember them all. Dan thanks for coming on the show, it’s very much appreciated and we will get you back on in the future.

Dan Rubin:Thanks very much for having me Paul. It was a pleasure.

Thanks to Sarah Galley for transcribing this interview.

Linkage

You can find Dan Rubins site, Superfluous Banter here.

Typography
Layout
Colour

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Listeners feedback:

Managing a Bigger Team

Jon asks: We are a company of 4 people – myself (owner, design lead and general business development/project management person), one designer, and 2 developers.

We are hopefully about to merge with a slightly larger company in a neighbouring town who have slightly more staff than we do (7 in all), and who have more of a project management structure – 2 project managers, using the services of 1 designer, 3 developers, and 1 designer/developer. I would end up as owner/MD of the enlarged company.

My question is really about project management? What do you think is the best organizational structure for a company of 11 people? I was feeling pushed on the project management side before this merger came along, and the merger will bring 2 project managers with it. How does Headscape do it for example – I think you have project managers there – do the designers and developers report to project managers, or do the project managers pick from a pool of design and development resource as required? What are your thoughts generally on the whole project management side of things.

A-ha… this is part two to a question I answered a few weeks back relating to pricing work after two companies merge. I wanted more detail at the time and now I have it!

Comparing to Headscape, we have 4 designers, 4 developers, 3 project managers, 2 business development/analysts and 1 lazy good-for-nothing called Paul … seriously though, Paul effectively markets Headscape and I have to say he’s rather good at it (ungrits teeth…)

Following the merger Jon will have a team of 11. As he is new MD, I think it is imperative that he much reduces the design and PM aspects of his role and concentrates on bringing in business as there are quite a few more mouths to feed.

That leaves roughly 3 designers, 5 developers and 2 PMs. Depending on the work you’re doing I think that is ok especially considering Jon can bolster both the design and PM groups if needed.

Regarding the allocation of work, project managers should rule the roost. Full stop.

It is their job to manage resources. Delivering projects effectively and on time means that they must know that they are in charge regarding who does what and when they need to do it by. A certain amount of fitting the right person to the job should be done but generally, the rule should be that the next piece of work goes to the next available person. This would be particularly useful advice in a merged company where it would much easier to keep going back to ‘your’ guys because you trust them.

One thing that has worked really well for us is to set invoicing targets for the project managers. We don’t operate performance related targets but it still really helps to focus minds on hitting milestones at the end of months.

Terms and Conditions

Adam writes: I am developing my own web application. In summary, it’s a site with user submission of content in a social networking format with video uploads. Anyone can register an account.

I of course have to try and write Terms of Service for this and I am getting stuck. I am wondering what Headscape uses, especially for Getsignoff, and whether you found a pre-written terms of service, or had a specialist write one.

What’s your solution to the problem, and what should / should not be included.

I have to confess to conferring with Headscape’s fount of all legalese knowledge on this – our MD Chris Scott. I tried to get him on the show but he’s still a little jittery after the last time all those years ago… anyway, Chris put together the TOS for Getsignoff and these are his thoughts on it:

For Getsignoff I looked at the TOS of other online services like Harvest, Basecamp, Youtube and Flickr. I’m not a legal person, but this gave me enough material to be able to identify the key issues that I thought we needed to cover in our TOS.

I assembled this into a brief for our legal adviser that was part overview of what we wanted to achieve and part draft TOS using adapted clauses from other TOSs.

Our legal adviser pretty much re-wrote what I had given him but this was from a position where he had a good understanding of how we wanted Getsignoff to work.

The bottom line with this sort of thing is that you really need to get a professional legal person to assist.

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127. Context

In this week’s show we discuss taking context into consideration when designing websites and we answer your questions about video for an elderly audience and the most influential books in the industry. 

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News and events

Working from home

The first post this week appears on A List Apart and applies to a growing number of people in the web design business. That is because it is tackling the subject of home working.

According to the home business report (PDF) published in October 2007, home based business account for 28% of all employment and have a combined UK turnover in excess of £364 billion.

No doubt that percentage is even higher among web designers. Therefore it comes as no surprise that this subject is being increasingly written about in web design circles.

This particular post is written from the perspective of a home working mother. However, her advice applies to anybody consider working from home. This advice includes:

  • How to draw the line between work and home
  • How to isolate yourself from the rest of the family while working
  • How to explain to your client the screaming child in the background of a conference call
  • How to win clients that are understanding of your situation

If you are already a home worker, I am not sure this article tells you anything you wont have already learnt the hard way. However, if you are considering making the switch for whatever reason this is definitely a worthwhile read.

British Standard for accessibility

Some time ago the British Standards Institute and the Disability Right Commission teamed up to release the first formal guide for business on website accessibility entitled PAS 78.

PAS 78 was intended to be a web accessibility guide, aimed at website owners rather than web designers . Personally I found the result somewhat disappointing. Although the advice was solid the language was hard going and it referred too often to the WAI guidelines. Although these guidelines are superb they are too technical for most website owners.

However, despite my personal opinion the document has proved very popular and is now being converted into a full British Standard. A British Standard is a common standard used across a variety of products produced in the UK. Although anybody can claim to meet these standards without external review, it is possible to be officially certified. Once certified you can display a BSI Kite Mark. This is a symbol of quality universally recognised in the UK.

Personally, I think this is a much better route for web accessibility to take. The alternative is legislation and that carries with it numerous problems. The team working on the standard is excellent and I look forward to seeing the result.

Growing your business through twitter

The next post solves an embarrassing problem I have. When sitting in the pubs with my mates, they occasionally catch me twittering. It is particularly embarrassing because I cannot really explain why I do it. Fortunately now I can thanks to a post from Tiffini Jones at Blue Flavor.

Actually the truth be told, Tiffini’s post refers heavily to another by Elliot J Stocks a few months earlier. He suggests that twitter is:

  • An ice-breaker
  • A purveyor of "ambient intimacy"
  • A broadcasting / marketing tool
  • A fount of knowledge
  • A social network

Both posts communicate well the power of social networks if used wisely. This has certainly been my experienced and without tools like Twitter this site and podcast would have been nowhere near as successful.

I know a lot of people look down their nose at twitter. They claim it is a time waster, unprofessional and dull. However, I think they are missing the potential. I believe that networking tools like Twitter will in time diminish the role of search engines. Increasingly people will turn to online contacts for recommendations about products, services and information, rather than relying on the algorithms of Google.

Smart CSS aint always sexy

My final article today, demonstrates a sea change in the web standards community. It is a controversial article on the Digital Web Magazine entitled Smart CSS aint always sexy CSS.

The article challenges some of the basic arguments of standards zealots. For example is it so bad to name a class ‘red’? Do we need to pursue semantics at all cost, even when it compromises performance or maintainability?

This seems to be representative of a growing group of designers calling for a more pragmatic approach to web standards. Increasingly I am seeing little examples of rebellion against the more extreme supporters of standards. Whether it is the posts of Jeff Croft or the twitterings of Andy Clarke, it would appear there is the beginning of a more grown up approach.

Does this mean we can throw away good practice? Not at all. It simply means we are mature enough in our knowledge to bend the rule sometimes. Before you can paint like Jackson Pollock, you first need to know how to paint traditionally.

The morale of the story is that if you are new to standards then you should stick to the rules. However, if you are more experienced, there is nothing wrong with making compromises from time to time.

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Feature: Content is dead, long live context

No, content is not dead. Yes content is important, but there can only be one king and I am beginning to wonder if it is context in this weeks feature.

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Listeners feedback:

Video and an elderly audience

Steven writes: I am currently working on a website that is going to be targeted toward an older demographic. There seems to be a large disagreement on whether video should be included on the site. The site is quite in depth and video explanation could be crucial. The main argument seems to be that people might not have the flash player and in turn not be able to view the video. On the other hand the Adobe site says that market penetration on flash player is over 99%!? Is flash video a usability issue?

One of the largest clients Headscape works with is trying to reach an elderly audience and so I have put some thought into this issue already. Unfortunately as with all of life, it is not a straight yes or no answer.

I see no reason why you cannot use video on your site. Although I do not believe Adobe when they claim flash has 99% penetration, I do believe the vast majority of your audience will have it installed. In my experience those who do not have flash are those behind a corporate firewall.

Although you can expect the vast majority to have flash I don’t believe you can design solely for it. The elderly develop visual, physical and cognitive c
onditions that can make it hard to interact with flash in some circumstances. Although a well designed application can minimise these problems, it will still affect a significant number of users.

I am afraid that although you can use flash, you will have to also provide an alternative. This could either be in the form of a transcript or captions (depending on the nature of the video), but additional work is required.

Most influential books

Teifion asks: What are the two most influential books you have read. Not just for web design but work and life in general.

I think this is possibly the hardest question I have ever had to answer. Choosing just two books has been horribly difficult. In an attempt to cheat slightly I have changed the rules to reflect BBC Radio 4s Desert Island Discs. This means I get the Bible and the complete works of Shakespeare for free! My choices are therefore…

  • Getting things done by David Allen – I know I have spoken endlessly about this book before but that is because it has had such a profound impact on me. It is an easy book to dismiss with statements like "I don’t need to read it because I am already organised" or "it just tells you to write lists". In fact it is about a lot more than that. Getting things done has made me radically rethink my life and what I spend my time doing. It has made me question my priorities and change what I spend my life doing. Yes, I do write a lot of lists now and yes I am more organised but that is not what I got from this book. It taught me to take control of my life and decide what I want to achieve.
  • Designing with Web Standards by Jeffrey Zeldman – I bought this book entirely by accident and yet it set my entire career in a new direction. Before reading this book I was feeling uninspired and stagnant in my career. I was bored with web design and felt that I had gone as far as I could. Reading this completely re-inspired me and introduced me to the web standards community. Without this book I doubt I would still be doing web design and certainly wouldn’t be doing this podcast or speaking around the world. Thanks Jeffrey!

125. Copy

In this weeks show we discuss how to give personality to your site copy and we talk with Elliot Jay Stocks about going freelance.

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News and Events

The clever chaps at Carsonified

If you happen to follow any of the guys at Carsonified on twitter, you cannot help but know they are working on a not-so-secret project called Matt.

It is an interesting idea that they have done once before. They stop all normal work for a week and blitz a small self contained project using an Agile style approach.

The final result is not what counts. It is the exercise itself that I find interesting. By doing this periodically they…

  • Create a lot of buzz which reflects well on their company
  • Build a great sense of camaraderie
  • Get to try out new technologies and techniques
  • Break the routine of everyday work
  • Push people’s comfort zones and help develop new skills

It’s a great plan and one more of us should adopt. It is certainly something I would like to do in Headscape. Of course it is more tricky when you have clients with deadlines however the principle still applies. You may find it hard to do this for a week, but maybe a single day is possible.

Adobe make flash searchable

The big news of the week is an announcement by Adobe that they have been working with both Google and Yahoo! to improve the indexing of flash. This is no real surprises as the SEO of flash has been a major headache for the technology. The surprising bit is that they have succeeded, at least in the case of Google.

Apparently Adobe have created a special flash player for the search engines that acts as a virtual user. This user trawls through each swf converting the content into something search engines can understand.

Apparently Google is in the process of rolling out the technology. Unfortunately Yahoo! apparently have "some work to do." Nevertheless this is a promising step forward.

Of course until Adobe make it easy for the average blogger or website owner to deep link within a flash file, the 73 million flash sites are not likely to be highly ranked.

Colour blindness on the web

My final story for the day is a post on colour blindness by Richard Rutter. To call this news is a huge stretch as the article was published in 2005. However, I have only just found it so it is news to me!

I have to say I love this post. At the very beginning Rich tells us he is colour blind and so I braced myself for feelings of guilt and inadequacy as he tells me my sites are inaccessible. Instead I got this…

The thing is, colour blindness on the Web isnÕt a big deal. You do have to bear it mind (as I will show later on), but there is no need to let it dominate any design decision.

What a breath of fresh air. He then goes on to give some very simple advice that anybody can follow…

  • Do not rely on colour alone to convey information (such as on Jeff Veen’s blog)
  • Do not write instructions such as "click the green button"

He goes on to dispel some misconceptions and provides good examples of where things can become a problem.

If you worry about the large number of colour blind users out there (and you should do), then give this post a read.

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Feature: Copy with Personality

Too much of the copy I read on websites is bland and uninspiring. Its time to add some personality. We look at this in this weeks feature.

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Interview: Elliot Jay Stocks on Going Freelance

Paul Boag: So joining me today is Elliot Jay Stocks previously from Cansonified now a freelance web designer, in the depths of Norway I hear earlier.

Elliot Jay Stocks: Yes. That’s all the hype depending on how you look at it.

Paul: Well it’s really good to have you on the show.

Elliot: Thank you for having me.

Paul: Normally when we get people on the show it’s to talk about some specific area of expertise or something like that. Although I know you have many, many areas of expertise I wanted to get you on the show just because of the really interesting thing that you’ve chosen to do. The fact that you’ve left a fairly well known company that had a really good reputation. That you’ve decided to go freelance. And you’ve decided, at least for a short length of time to work from Norway, as a bit of an adventure. Is that the right way to put it?

Elliot: Yeah I guess so. I don’t like to do anything by halves. I like to do everything at once. So we gave up our flat my girlfriend went off travelling to the far east. I moved to Norway and at the same time decided to start up my own business. So quite a few life changing things at once.

Paul: Cool. I mean that’s really exciting and I guess that’s the power of freelancing, that you’ve got the freedom to work from wherever you want.

Elliot: Yeah and the power of the web in general. You know whenever anybody says "How can you do that?" I say I’ve got my laptop and as long as I’ve got an internet connection then it’s all good. Although having said that my internet connection here is really dodgy.

Paul: Which is why I’m calling you on an ordinary phone line.

Elliot: Right. Where I’m staying unfortunately there is something wrong with the router where it doesn’t allow ftp or any way to send email out. So there’s no upstream traffic. Which isn’t that great when you’re a web designer. So my new office, as it were, is one of the local coffee shops.

Paul: In order to get ’round the problem. So we’ve got loads of people listening to this show that either are web designer’s in an agency of some description or in house designers somewhere or alternatively people maybe not working in web design at all at the moment but want to. So we get lots of questions about freelancing and I thought okay let’s get somebody on the show that’s literally just gone through this process. And kind of ask you a few questions about you’re experiences a
nd how its gone. I guess the biggest one and the one that we probably should start with is overcoming that kind of fear factor of giving up a regular income. How did you kind of convince yourself that this was a good idea?

Elliot: I’d been thinking about going freelance for a while. Not to swat at Carsonified, but sort of the entire time I’ve been working at a web designer. I started off doing freelance things in University. So like doing site for things like friends bands and things like that. I mean I carried on doing that as soon as I started working in the industry and have carried on the last 4 years or so doing bits and bobs, evenings and weekends. Although I’ve only just started doing it fulltime I’ve got quite a bit of experience doing it on a part-time basis which obviously is a little less scary, when you’re making. I think the other thing as well at Carsonified most days of the week I actually worked from home, in London, so that was a really good testing ground to see if I had the self discipline to work by myself all day and stay motivated and stuff like that. So because of that it was slightly less scary making the actual jump.

Paul: So would you recommend that to somebody who is considering going freelance? To kind of build up some work on the side and also if possible to negotiate some home working to see how you get on with it?

Elliot: Yeah definitely. It’s something that’s not suited to everybody. Obviously there’s the appeal, everybody thinks WOW I’d love to work from home, loads of freedom fantastic. But, people I have spoken to have said I find it very very hard to get motivated when I’m at home. It’s easy to get distracted. The other thing as well is it can often be quite lonely. Jonathan Snook recently wrote a post about this on his site. He was disussing these ways of battling freelance loneliness. You know going to the local coffee shop for instance. Which is another thing to bear in mind when you’re doing it. There’s the option of working entirely by yourself. Working in the public, like the coffee shop. Working in a shared working environment. I’m still undecided really. I get on fine working by myself, but when I get back to the UK we’re not sure exactly where we’re gonna go. Depending on where we do go I may look into some kind of co-working space or whatever. There’s a possibility that we might go Oxford way, if so I may shack up with the old Rissington chaps, which would be lovely.

Paul: That would be superb.

Elliot: Yeah.

Paul: Well obviously no it wouldn’t because they’re nothing but rude and obnoxious to me so I’m in no way supporting that decision.

Elliot: And they’re a rival podcast.

Paul: Well it’s not so much the rival podcast it’s the fact that they’re just so jealous and envious of my huge success (Paul laugh maniacally).

Elliot: Well I hear you’re the one who gets noticed on the tube anyway.

Paul: Well yes this is true. Okay moving back to the interview and on with the questions. Cashflow is obviously something that always scares people. Not just when making the leap into freelance. How do you actually fund it starting off? You know in those first few weeks. How did you go about that? What was your solution to the problem?

Elliot: I’m not sure that my solution is the best one. People always say to make sure you have some money in the bank. You know enough to see you over for 2 or 3 months so that if it’s very slow starting off, if you’re not getting a lot of work in or if you are getting work in but clients are slow paying you’ve got a sort of fall back plan. I made sure I had a bit of money in the bank so that if it all went horrible wrong I’d still be able to survive. Luckily at the same time because we moved out of our flat and I am now living in Norway temporarily. Although Norway is horrendously expensive to anyone but Norwegians it’s actually cheaper working out here living here at the moment because of the reduced rent compared to what I was paying in London. So that was one factor that made it a little bit easier. The other thing is that I alread had a lot of work already booked in before going freelance. I think more than anything that’s the important thing when people make that jump, is having the work there. So rather than jumping and saying okay I work for myself now I better go get some work. To already have as much lined up as possible. Fortunately I am in a position where I had loads of stuff booked up a couple of months in advance. That was a good safety net. Obviously clients can be slow to pay so I always ask for 25% deposit before I start. That’s 25% based on the estimated amount of the project. But it’s a nice little safety net to have in there. It means you have a little bit of cash and if they decide that they want to be horrible at the end and not pay you’ve got a little bit of something to fall back on.

Paul: Sure. I mean it’s interesting that you said that you were fortunate enough to get some work lined up before you began. I mean the obvious question is how did you achieve that. You must have been marketing or been selling yourself in some way in order to attract that work.

Elliot: Selling myself. (laughs at Paul’s implied dirty joke)

Paul: Selling yourself in the nicest way.

Elliot: Yeah to some degree. I’ve been very very fortunate and I haven’t had to look for any work yet. So far people have got in contact with me so I haven’t had to go out there and kind of beg for clients or anything. Obviously Carsonified was quite high profile stuff. Prior to that when I worked in the music industry luckily I got work with some very high profile artists and bands so because of that and because I had those things in my portfolio that was part of the marketing. People see these kind of bigger bands in your portfolio. It definitly makes it easier because regardless of the work I think it kind of impresses people if they see a name that they recognize. In terms of marketing I guess this time last year, or I guess just over a year ago, the recent version of my site and things kind of took off from there really. I’ve put that on a load of CSS galleries which obviously helps because they get so much traffic. I think still sites like CSS Beauty and Web Designer Wall they’re still some of my biggest refers even now. So I think getting you’re site on there, getting people to look at it there that often has a snowball effect of having the other galleries picking it up and other sites and
things like that. So that obviously helps. In terms of the work for the next few months, I’m actually launching a new version of my site which will probably launch in a month or two’s time. And I’m gonna do the same things again. Put it on lots of gallery sites. Tell people about it. I think having a new site with an emphasis more on the work more than just being a blog that will hopefully help as well in the continuing marketing. Luckily enough, doing things like this even lets people hear about you some more and I guess the thing with marketing it’s just to get your name out there in which ever way you can. To get people hearing about your stuff.

Paul: So would you recommend, if someone’s talking about going freelance, say a new graduate that has just come out of university. Would you actually encourage them to try working for an agency where they can perhaps build up a portfolio of bigger clients before they go freelance? Or is there really no reason why they shouldn’t go freelance straight away.

Elliot: No. I would definitely encourage working for an agency or as an in house designer for some kind of company before hand. When I left university my flat mate and I were condsidering starting up a business and I was thinking about this this morning actually. If we’d have done that and we could have done it I guess and maybe done okay out of it but the first thing is. I don’t think I would have then got access to the kind of high profile clients that I have got through my previous work experience so in that sense I probably would have still be struggling now to market myself and convince people I can work with big brands. The main thing that I, you know the wealth of experience that working in an agency will give you is definitely something not to be under estimated. Dealing with clients. Dealing with rediculous deadlines. Obviously these are things that your pick up being freelance as well but being inside an agency and working with other people and getting a feel for the industry that you are in, the working environment. The requirements. Things like that. All of that stuff. I am very grateful that I decided not to start my own business that early on and actually went to a real job as it were. So I would definitely recommend that people do it, that graduates do that. As well I thinks it’s just you learn a lot about who you are as a designer and where your strengths are. I mean when I was at Young life I was completely Flash. 100%. I barely new HTML at all when I started there because I was so interested in Flash. Obviously now that has completely changed. Now its much more, well completely standards based. That’s sort of where I specialize in now. If I hadn’t gone through that process I may not have realized that.

Paul: Okay so we’ve done the kind of exciting stuff of kind of talking about setting up, or deciding to take the leap and go freelance. We talked where the work comes from. What about all the boring stuff? What was your experience of the admin of going freelance? Setting up all the kind of legal requirements. What did you do there? You kind of muddle your way through that yourself? Did you get any help? How did you approach it? What were the big problems?

Elliot: A bit of muddling through. A bit of asking around. There’s still some things that I have yet to do. For instance I haven’t yet got a business bank account. Which I’m waiting till I get back to the UK. Mainly because I was setting this up at the time of moving, leaving the country. It was very very complicated. As I’m not getting paid immediately for some of the projects I am doing its fine to wait till July and set it all up then. You know what a nightmare UK banks can be anyway. So still waiting about that. One of the first things I did was get an accountant. I was quite nervous about this because one of the things that really dawned on me was how do you…First of all how do you find an accountant and then once you’ve found one how do you say "Ah they’re good.": You know, if you’re choosing a designer you can look at there work and it’s very easy to see what their like. What their styles like. What they’ve done. This kind of thing. With an accountant I think it’s really hard. You can only seem to go mainly on recommendations from friends and colleagues. Luckily I’ve had some dealings before with Nick who is Carsonified’s accountant and really nice guy and I figured well I’ll get a consult with him and if he fancies doing accounting for myself. I had a quick meeting with him. He was very friendly. I got to ask him all sorts of mundane tax questions which he answered for me. That was one of the first things I got sorted. So that was a big weight off my mind. To have someone who could look after all that stuff. Everybody has always said to me, in fact I think you may have said to me yourself, a good accountant will always pay for themselves and then some. In the time they save you. In the expertise. When the taxes come and all this kind of thing. So everybody recommended to me that I get an accountant from the first thigns and I guess that I would even in these early days say the same thing to anyone else thinking about that. In terms of paper work and stuff like that, one of the things I really really underestimated, although luckily I found out the truth in the first week, is how long it would take to manage my calendar. I just thought yeah I’ll book things and it will be fine. What I didn’t realize was that when projects need to shift round or you had to allocate couple of extra days for this. This had to move. The scheduling was actually, not a nightmare, but something you really have to make time for. The tricky thing is at the end of that you have nothing to show. There’s no realy paperwork to go with it. It’s an output as such. It’s easy to leave it off for, to neglect it. But obviously it’s something that needs to happen. In terms of paper work I made sure I designed myself a nice little invoice template so at least doing paper work isn’t as mundane as it has to be. Caus I got some nice little pretty pictures on my invoices. Doing that kind of stuff and obviously kind of chasing people to pay the money. Although actually so far everyone’s been very good. I haven’t got anything to complain about.

Paul: It’s interesting isn’t it. That when you kind of sit down and think about going freelance and whatever else you do the calculations if I charged this per hour and you know I work 40 hours per week WOW I’m gonna be so rich. But very quickly you realize that well actually half of my time is probably taken up with non-paid work like managing your calendar, project management, invoicing. Dealing with the accountant and all of the that kind of stuff. It’s easy to forget that side of things. What about the business plan? Did you put any kind of business plan together or did you just go oh sod it I’m just going to do it?

Elliot: I said oh sod it I’m gonna do it. For the kind of stuff that I’m doing I didn’t see the point in doing a business plan. Because I know exactly what I’m doing which is providing a design service to clients on a project by project basis. I don’t have any plans to grow the company as it were. This may change over time of course but at the moment I have not interest in turning it into an agency and employing other people. Obviously there are some financial benefits to doing that. A lot of people will tell you it’s the best thing to do and you gradually get less involved with the day to day stuff and are just running the company but to be honest at least w
here I am now I wouldn’t be happy doing that. Because I actually love doing the day to day, the hands on design work and if I wasn’t doing that I wouldn’t be happy and that’s the reason I’m doing this anyway. So at the moment there’s no, it’s not like I’m a start up and I have a product and I need to predict sales and growth in that way. I think just being a designer we’ve got it a bit easier. So maybe I’m going about it the wrong way. Maybe I’m being unprofessional but this if fine for me.

Paul: No I have to say I would agree. You know it’s not like you’ve got big costs going out. You don’t have offices that have to be paid for on a monthly basis. You don’t have staff that you have to worry about. And pensions for those staff. You know there’s no major complexity to it that kind of demands a business plan. I mean ultimately you just need to know that you are earning enough each month to pay your accountant and feed yourself.

Elliot: That’s right yeah exactly. I think as long as you can go into freelance work and aim to earn at least as much as you were earning in your day job then I don’t think you’re going to run into too much trouble. As you say it’s probably safe to assume that half of your week you’re not actually going to be getting paid for because technically you wont be doing paid work like you say you’ll be doing the invoicing, chasing up things like this. So if you say you’re only working 2.5 days a week I think it’s a fairly safe bet to go on. If you can say that in those 2.5 days you’re going to earn at least as much as you were earning in a week when you were in fulltime employment then you’re not going to go too far wrong. Obviously a lot of what we aim to do and what is happening with me luckily at the moment is earning more than what I was earning in fulltime employment. So in that respect it’s yeah it’s good and I don’t think there too much to worry about there. As I said before luckily we as web designers have very very few overheads. Like you say if you’re renting an office that’s one thing and obviously there’s the accountant but actually accountants are very very reasonably priced anyway and I’m paying it all in a lump sum just to get it out there and get it done. Luckily there isn’t too much that we have to spend much money on.

Paul: Okay last question and to wrap up with. How far in, sorry when did you set up again? I’m trying to think how long you’ve been doing this now?

Elliot: Doing it fulltime has been since around the 20th of April.

Paul: So it’s still very early days. You’re just over a month in. So so far pros and cons of being you’re own boss? What things have you liked? What things have you not liked?

Elliot: The main pro and so far they’re living up to what I expected the pros and cons to be. Some of the main pros are the freedom of being you’re own boss. Obviously to an extent you’re clients are your bosses but just having the freedom to decide when you think this deadline should be. Doing the work when you like to where you would like to is a really great thing. When somebody comes to you to estimate a project being able to be generous enough with the hours to know that you can really spend a decent amount of time on the project. Not to a degree where you’re kind of taking the mickey as it were. But knowing that you can really give some really good time to a project instead of it being rushed. Also picking and choosing the clients. If you have got a fairly steady amount of work coming in and you can afford to say no to some things then that’s great cause it means that you can just work on a project that you personally find interesting. As I said before the financial benefits are working out well so far. That is a game when anyone goes freelance as well as freedom there is the monetary benefite as well. I can’t express enough this sense of freedom. Just having a chat with you this morning and then toodling off into town later this morning to go and do some work from a coffee shop and I’ll probably work a bit later this evening because we’ve had this chat this morning but you know having the freedom to do that and not having to worry about needing to stick to normal working hours and things like that. Not that employers aren’t flexible to these things but knowing that you’re the only person you have to please that does make a massive difference.

Paul: So what about cons? Those were all pros.

Elliot: They are aren’t they.

Paul: You’re still in the honeymoon period aren’t you?

Elliot: Yeah I agree. Give me a year and I’ll be all disheveled and angry. The only con I’ll say is that it can be a bit lonely sometimes. I mean I guess it’s hard to judge cause I’m in a foreign country where I only know a few people anyway. There way a while where I was working from my room here when the connection was a bit more reliable and that was great but I found I’m actually much happier being around more people now. Seeing more people during the day. I think I’m fairly well self disciplined like I said before cause I’ve had the experience of working from home before for quite a while but even so I found that I sometimes get a little bit distracted when I’m at home. You know go for a little wander. When you’re sitting down maybe in a coffee shop in public it’s more like this working environment, you can focus a bit more. I think even if you work from home most of the time maybe spend one day a week heading out and working in a public space just to see how it compares. I definitely find my concentration is a little bit better when I’m in somewhere like that.

Paul: That’s really interesting because that’s something I’ve never tried doing. You know I work from home the vast majority of my week and I’ve never kind of gone and sat in a coffee shop. Mainly because I don’t drink coffee but also because, I don’t know its just never occured to me. I will go and try it today. There we go. We’ve got a little coffee shop around the corner I really like so I will go and sit in there and do some work for a while.

Elliot: Of course as soon as you get there there will be really loud music and you won’t be able to concentrate.

Paul: Probably. So Elliot you’ve definitely taught me something. I like that idea. What has that never occurred to me? Never even thought about doing that.

Elliot: Of course I have only been doing it for a month so I could be completely and absolutely wrong.

Paul: Yeah it could be a nightmare couldn’t it. But that’s why I wanted to get you on really. I wanted to get you on at the early outset of you doing this just to kind of give that unique perspective of somebody who’s just gone through the process. The stuff that you’ve covered has been great. I really apre
ciate the time that you’ve taken to come on. We’ll get you back on again in the future when you’re a year down the line and see how you feel then.

Elliot: Yes that would be a good test.

Paul: It would be.

Elliot: Something to aim towards perhaps?

Paul: Yeah. So you’ve got to stay as a freelancer for at least a year otherwise it would be very inconvenient. Alright good to have you on the show Elliot and we will talk to you again soon.

Thanks to Curtis McHale for transcribing this interview.

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Listeners feedback:

Wayne Henderson from Southern California has sent in an audio file for this week’s show consisting of two separate but equally good questions.

Hello Paul, Hello Marcus this is Wayne from Wayne Henderson voiceovers and as you can tell from my voice I’m obviously from Bristol, no wait actually Southern California and I have two question I would love to hear your comments and thoughts on. One, with the iPhone really taking off, gaining in popularity and other smart phones basically copying the iPhone, do you think it’s still even necessary to have the .mobi and designing for .mobi and my other question that I’d love to hear your thoughts on is kind of on the fringe of web design, I was wondering with WordPress being so popular, how do you feel about someone maybe being a WordPress design and installation expert? Taking the themes, customising them tweaking some things, changing some code and then kind of really helping other people to implement WordPress into their websites? Let me know what you think about that? Thanks guys.

Let me address each in turn.

The .mobi domain name

There are two issues here which I would like to cover separately. First, let me look at this issue of whether we need to be designing for mobile devices at all. My answer is a categoric yes. No matter how great mobile browsers become, it is always going to be a different experience to surfing the web on a computer. Let me give you just three differences…

  • Size – Mobile devices have smaller screens than a PC. No matter how clever the mobile browser is a considerable amount of zooming and panning will be required to view a conventional website.
  • Controls – Not all mobile devices come with a QWERTY keyboard and none come with a traditional mouse. This can create problems on some sites, especially those with mouse over effects.
  • Context – Probably the biggest reason for creating a mobile version of a site is context. Mobile devices are not used sitting at a desk. They are normally used on the go. This affects the type of information being requested as well as the level of concentration being given to the task. When it comes to the mobile web context is king.
  • It is also worth mentioning that we are a long way from everybody having a smart phone. The majority of phones still provide a terrible web experience.

    It is harder to give a definitive answer about the .mobi domain. Unless your website is primarily mobile focused I think it is probably unnecessary. Most sites seem to use a sub domain rather than a seperate extension. For example twitter uses:

    http://m.twitter.com rather than http://twitter.mobi.

    I have even found myself guessing this format. I certainly never think of typing .mobi. Also on a purely financial note, you have to pay for .mobi while a sub domain is free.

    That said, I don’t have anything against .mobi. It is certainly a valid choice.

    Becoming a WordPress specialist

    Wayne’s second question was about becoming a WordPress specialist. It is good idea for a couple of reasons.

    First, as he point out, WordPress is hugely popular and there is certainly a market out there. It is also a well established product that has been around for a while and isn’t about to disappear. Having a clearly defined market is always a good strategy.

    Second, I am a great believer in specialising. With so many web designers out there you need to do something in order to stand out from the crowd. Specialising in WordPress is a good step in the right direction.

    However, I would argue that you could specialise further. You may choose to specialise in setting up WordPress for a particular sector or by using it in a particular way.

    Although this approach feels counter intuitive as you are narrowing the number of people who can hire you, it actually makes good business sense. By specialising you become the best in your limited field and so people are more likely to select you over your competitors.

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    123. Plight

    In this weeks show we review Textmate and the Top 5 Tips for Web Designers and we discuss the plight of in-house designers.

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    A quick request. We are really in need of some more transcribers to help with the interviews we do. The team we have are doing an amazing job but it would be great to spread the load.

    If you feel you could help once in a while please drop an email to Ryan our producer and he will add you to the list.

    News and events

    SPAM meltdown

    It is always with fear and trepidation that I mention HTML email. It inevitably leads to a torrent of comments ‘educating’ me about the evils of HTML in email, and that we should only use plain text.

    Although personally I wish HTML email was never invented and try to limit its use, I do accept it is here to stay. Despite its many drawbacks it is statistically more effective than plain text from a marketing perspective.

    You will be hard pushed to pursued a client to forgo HTML. Inevitably we will have to produce HTML templates occassionally. Of course, being conscientious, when we do produce HTML emails we want to ensure they look great and are well coded. This leads me to a couple of stories worth mentioning.

    The first is that Patrick McNeil (of Design Meltdown fame) has launched a new site called Spam Meltdown. The site showcases examples of great email design in much the same way as Design Meltdown does with websites. Patrick has done an amazing job on this site and he has my sympathy because he is subscribed to over 1000 mailing lists! The designs he showcases are organised by style, colour, industry and topic. As with design meltdown this categorisation approach works really well. You can quickly find inspiration by looking at categories that are relevant to your project.

    The second news item worth mentioning is that Campaign Monitor have updated their chart for CSS support in email clients. Campaign Monitor is a service which allows you to send HTML newsletters, but they do a lot more than just take your money. They are actively involved in improving standards support among email clients through the email standards project. Next time you are trying to produce an HTML email template check out their CSS support grid as it will clearly show you whether a particular CSS property is supported.

    Form Analytics

    While I am on the subject of cool services like Campaign Monitor, I also want to mention Clicktale. Clicktale is a service that allows you to track users as they move about your site and even anonymously record their actions. The last time I mentioned them this disturbed many people who saw it as an invasion of privacy. However, I see it as a valuable tool for learning about user interaction and improve site usability.

    If you share my view, then you maybe interested in a new service they are starting to offer. You can now not only track users as they click around your website, you can also watch how they interact with forms.

    In addition to video recording, the new form analytics service also provides three invaluable reports…

    • The time report – This shows how long users spent completing each field.
    • The blank report – This provides information on fields that have been left blank on submission.
    • The refill report – Which highlight fields that have been completed incorrectly.

    If you run a site that requires users to complete long or complex forms then you will see the benefit of this service. On a high trafficked ecommerce site this would be invaluable, substantially reducing the number of users dropping out at checkout.

    Art direction hits the blog

    This week has seen the launch of Jason Santa Maria’s new personal website. For those of you who do not know, Jason is the creative director at Happy Cog (Zeldman’s company).

    Normally, I would not mention the launch of a new personal website. However, Jason has done something very interesting. His new design is well executed but plain. It certainly is not as inspiring as his other work. The reason for this simple approach is that it is a framework upon which he will build.

    The idea is that each of his blog posts will have a custom design to accompany it. The design will therefore reflect the content. In effect he is bring art direction to his blog. This is a bold experiment and something that Zeldman has written about before.

    Although I am fully behind the idea of bringing content and design closer together, I do have some reservations. First, there is a possibility that the constantly changing design could make navigation around the site confusing. Fortunately from what I have seen so far that will not be the case. Jason has been careful to ensure key navigational elements remain in a consistent location and have similar styling wherever you are in the site. However, if other designers were to adopt this approach would they be so careful?

    My second concern is a purely practical one. If each article not only needs writing but also designing, will that reduce the amount Jason posts? In other words is a blog really the right place for this type of art direction?

    However, despite these reservations I am really pleased Jason is trying this approach. A personal website should be the place to experiment and try new things. Too many blogs (including my own) are cookie cutter solutions with some pretty graphics slapped on top. Its superb to see somebody doing something different.

    Prototyping

    My final news story of the week returns to a subject we have touched on recently. How do you wireframe a modern web application with its high level of interaction? In show 120 I mentioned that one approach might be to utilise flash. Today I want to point you at an article on the List Apart website, which suggests that building prototypes maybe better than struggling with wireframes.

    When I first saw this article I was hesitant. After all I can barely pursued my clients to pay for wireframes let alone a full blown prototype. However, the more I considered what was being suggest, the better the idea seemed.

    The majority of time spent getting an application working is spent on bug fixing, browser support and non-core functionality. The rough ‘outline’ of an application can come together very quickly. What is more, unlike wireframing, a prototype can be used as the basis for the final build. It does not get thrown away like a wireframe.

    The article also points out that prototypes are better for demonstrating difficult concepts to clients. They encourage earlier collaboration between designer and developer, and provide something substantially better to user test against.

    With almost every new website having some form of web application, we all need to consider how to better conceptualise their operation.

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    Feature: The plight of the in-house designer

    The more organisations I work with the more sympathy I have for in-house designers and developers. It is a role that can be thankless and isolating. How then can their lives be made that much easier? We discuss this in this weeks feature.

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    Reviews: Textmate and Top 5 Tips for Web Designers

    We have two reviews this week by our lucky competition winners Teifion Jordan and John McFarlane. Teifion and John will be going to this year’s dConstruct in Brighton.

    dConstruct is the affordable one day conference for people designing and building the latest generation of social web applications. Tickets cost £125 inc VAT and went on sale yesterday so be sure to check it out.

    Textmate by Teifion Jordan

    Hi, I am Teifion Jordan, I am reviewing a program created by someone far smarter than me. I am going to be looking at Textmate. Textmate is a Mac only application though there is a similar editor called eText Editor for Windows.

    First impressions of Textmate are that it’s pretty sparse, it looks like any other editor. I throw it a PHP file and it colours the text in, just like any other editor would. The colour scheme can be changed, both text and background colours can be altered, which is quite a neat touch. I can even make parts bold, italic and underlined which is a neat touch. It requires knowledge of Regular expressions but I can actually add in more rules for what to colour in! I used this to make variables used as array indexes appear differently, something I have wanted to do for some time. Not since I was a toddler, but definitely some time.

    But enough moaning about how the program itself is both smarter and better looking than me, I wanted to try some code. I found that if I typed "foreach" in a PHP block and hit tab, I was presented with an entire foreach loop. Closer inspection revealed that there were dozens of snippets and commands for PHP and dozens more for each of the many languages and some things that were not languages. With 5 minutes of effort I had setup Textmate to post my blog posts for me, I am now one step closer to not having to put any effort at all into blogging.

    It is possible to create your own snippets and not at all hard either. I now have one to tell me that I am beautiful and another to create a PostgreSQL query. I can also write new commands, I can write them in command line script, Python, Ruby and PHP to name a few. All of the commands are completely open sources, so you can see what’s already been done, and sort of plagiarise that sort of work for your own means. Except plagiarism is bad so don’t ever do it.

    I can edit columns, I can write new snippets, commands and even entire languages, I can Regex, I can manage projects with a hierarchal file structure. It’s like before I was walking but now I’m on a push bike. I can’t make use of the ability to run down pedestrians until I learn how to do balance and pedal. Okay, the running down pedestrians was a bad example but anybody that is still listening and not calling the police must have understood it so I’ll continue. There’s nothing I can’t do in Textmate, I just need to look at the extensive online manual to learn it. And there I think is it’s biggest failing.

    Textmate is a really lovely program to use but it’s so complicated. Coda, as a contrast, is a more intuitive application but it is to Textmate as a spade is to a chainsaw, that is, meant for a different problem and with fewer moving parts but also with the ability to digs holes? I’m sorry, my mind wandered. What I meant to say is that Textmate is great for dealing with code but not so much the design which is what apps such as Coda excel at. I’ve now been using Textmate for 10 months and I still think there is potential to unlock, though, that might be because I’m a thickie.

    I suppose I should wrap this up by saying that I would heartily recommend anybody thinking about writing lots of code to give TextMate a good look. It takes a lot of time to get a lot out of it, but there really is a lot to get out of it.

    Thank you very much for listening, I hope this was at least semi-informative

    Top 5 Tips for Web Designers by John McFarlane

    Hi, I’m John McFarlane and this is the first ever review brought to you live from my living room. Today I’m reviewing a post that has been submitted on the boagworld.com forum. The title is "Top 5 Tips for Web Designers". I’ve been reading through the replies and I’ve put together my top 5 top tips.

    In at number 5 submitted by richquick, allow time and money for personal development, read blogs, buy books, attend conferences, experiment and learn new techniques and technologies.

    In at number 4 posted by Jayphen, surround yourself with designers, whether they’re colleagues, real world contacts, online contacts, forums, podcasts. The more you talk about design the more you learn and I’d like to add to that e-mail designers for advice and let them know your experiences.

    In at number 3 posted by some guy called Paul Boag, develop with the latest best practices, ensure you separate content, design and behaviour. Make sure everything you build uses progressive enhancements.

    In at number 2 another one by Paul Boag, it’s an obvious one but one that can’t be put across more clearly, know HTML, CSS and javaScript inside out, you need to know the core technologies that underpin the web back to front. I’d like to add to this point, the basics of HTML and CSS are easily learnt but don’t be fooled into thinking that you know enough, you really need to know these subjects to an advanced level. This will benefit you when your implemented the latest best practices.

    And that brings me on to my number 1 tip and that is love your job, I think if you love this industry and have a passion for web design, I think those qualities will guide you to achieve your goals. So enjoy your development and don’t rush yourself too much. Take the time to develop the right way, build contacts and friends and embrace the industry as a whole.

    That about raps up this weeks review. I hope you’ve enjoyed the very first show live from my living room. Thank you and goodbye.

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    Listeners feedback:

    Newspaper columns on the web

    Adrian writes: Hey guys, long time listener from the states. I’ve been working on a new personal site lately and I’ve become fixated on the idea of using newspaper style columns. Since you two seem to know a thing or two usability, I’d figure I’d ask for your thoughts.

    It seems like most people view them as a print concept that doesn’t translate well online but seeing as most screens these days are widescreen and vertical space is taken up by menu bars, docks and browser extensions, going horizontal strikes me as a logical solution.

    I appreciate the logic. It is true that more computers than ever have widescreens and that vertical space is at a greater premium than horizontal. However, I would think very carefully before employing newspaper style columns. As I see it there are two concerns:

    The usability concern

    As you point out, people reference usability concerns as the primary reason against newspaper columns. In a newspaper, copy runs across several columns with the eye darting from the bottom of one column to the top of the next. This is acceptable because the user can view the entire newspaper in a single glance. There is no such thing as a scroll bar.

    On the web it is different. You are unable to predict the height available in a browser window and so users will almost certainly have to scroll. This means the user will scroll down one column as they read and then have to scroll back to the top to start the next column. This is far from a pleasurable reading experience.

    It is also important to consider width as well as height. As you say newspaper style columns works well on high resolution, widescreen monitors. On anything less the story becomes unreadable with narrow columns and short line lengths. The alternative is to allow both horizontal and vertical scrolling. But as I am sure you, know this is the ultimate usability error and should be avoided at all costs.

    The technical concern

    There are also technical considerations to take into account. How will a story be split over multiple columns? Currently this cannot be done in CSS, although this may appear in CSS3.

    One option would be to manually layout each block of text. However, this isn’t going to be practical with anything other than the most static of sites.

    The only option is to use some server side code. However, even this is not without its problems. Consideration needs to be given to inline elements such as images or quotations. What happens if they appear at the end of one column? Does a quote get split? Will the design accommodate larger images? What happens when text is scaled?

    Although all of these technical problems can be overcome, you are forced to ask whether it worth the effort. This is especially true considering the serious usability concerns.

    Estimating dev/creative work

    Kirk Henry asks: I’m not sure if this should be listed as a question or not but her goes. I’m a Creative Director for a dev shop with some very large fortune 500 companies and a problem I always seem to come across is difficulty in the estimating process. We use excel documents, have some standard hours for comps but have to do custom estimation for multi media projects etc… my estimates are always pretty decent but I want to know what you guys use or what software you would recommend. I have been listening on itunes from the start and love the show.

    Ok, this is probably the most important subject that we (and I mean the web community) don’t talk about. Why? I think, because it’s difficult to pin down a method of reliably estimating a project and, more so, we’re all guilty if underestimating time and again… these are my thoughts:

    The first thing to ask yourself is ‘how serious is this project?’ I have a sixth sense for requests for quotes that fit into the following brackets:

    • ‘We have this idea but have no idea how much it will cost and we want you to do all the research work involved in scoping it. Of course we won’t pay for the research and there’s no way we’ll pay sensible money for the work once we know what it is’
    • ‘We have a supplier that we want to work with but my boss says I need a couple of other quotes’
    • ‘Us guys in sales and marketing have been doing some blue sky thinking and want a quote to redevelop Google….’

    You get the idea – timewasters. You need to deal with these requests quickly – this is how I do it. Have a chat with whichever department(s) would do this work if it ever materialised – get them to give you wide ballpark figures. Add in PM and contingency and send them an email. 99 out of a 100 won’t even bother getting back to you. Some will, but they’re usually trying to get free scoping (‘can you give me a bit more detail on how you reached those figures’).

    Anyway, I’ve ranted long enough timewasters, back to Kirk’s question.

    First question – do you know the budget? If yes, then you are looking to fit a scope into a set amount of effort. Can you do it? Will the ‘client’ be happy with the scope that fits their budget? Do they understand what that scope is (especially if you have reduced it to fit their budget)? DO NOT get creative with your effort allocations just to fit within the budget. Either ask for more (up front) or walk away.

    If you don’t know the budget then you are looking to scope a project from scratch. If it’s a really big project then ideally you should be being paid to scope it as we’re looking at business analysis and consultancy here.

    Break down the project into rough task areas. It’s likely that you’ll have done other projects that include similar tasks so you’ll know efforts on these (though ask yourself if you got it right last time). For the ‘new’ tasks, break it down further and you will probably find other smaller tasks that you have done before. For the really new stuff then you need to talk to an expert (designer/developer/IA) and get them to think the task through. They will provide you with an informed guess. That’s right – guess. Because people are guessing it is really important to overestimate fixed price projects. This is the cost to the client of having a fixed price.

    Don’t forget to charge for meetings (if 3 people are attending then charge for 3 people!). Project management is notoriously undercharged. We have a rule of thumb of 15 – 20% (and that’s probably light).

    The golden rule of estimating is don’t be tempted to lower your probably already too low price just to win the work. Be prepared to walk away.

    As far as tools to help with estimating go, MS Project is great at separating tasks, linking resources to tasks and giving you a good idea of how long things will take. But, I tend to find that it is over the top at the quote stage and tend to stick with Excel.

    Back to top

    122. Screencasting

    In this weeks show we have Ian Lloyd discussing Sitepoints HTML reference and we take a look at creating screencasts.

    Play

    Download this show.

    Launch our podcast player

    Watch the behind the scenes video

    News and events

    Typography everywhere

    This week has seen a plethora of posts about typography. There is an article about changes being made to typography in Firefox 3, a post dedicated to working with paragraphs and some future developments in CSS 3 fonts. Combined with the growing support for embeddable fonts, it would appear that web typography has a rosy future.

    Although all of these posts are interesting, I feel we are not making use of the typographic tools we have already. I have learnt a huge amount by reading what people like Richard Rutter and Jon Hicks have to say on the subject. For example how many of you…

    • Ever change the default kerning
    • Really get specific in your cascade of fonts
    • Consider vertical alignment
    • Think about the relative sizing of our various typographic elements

    The list could go on.

    Many web designers choose to ignore web typography because it is so restricted. However, this will soon change. We need to learn to walk with the basic tools currently available before we run with what is to come.

    Accessibility cheat sheet

    Our next story follows on nicely from last week’s feature in which we addressed accessibility quick fixes.

    Aaron Baker has written an accessibility checklist aimed at designers and developers who know little about web accessibility. The idea is that by simply referring to the list during development they will be able to avoid the major accessibility issues.

    Aaron is the first to admit this isn’t an ideal solution. He also accepts the checklist fails to cover everything. However, in my opinion he has done a damn good job at making the accessibility guidelines… accessible!

    What I like most is that he also provides a PDF version that prints out as a single page. Instead of having to wade through pages of W3C guidelines you can print out a single page and pin it to the wall. Ideal for those starting down the road of accessibility.

    Does this mean we can ignore WCAG? Absolutely not. However, this is certainly an easier starting point for those who are intimidated by the subject of web accessibility.

    Advice on wireframes

    We are having an interesting discussion within Headscape at the moment. Where does the job of an information architect (IA) end and that of a designer begin? When it comes to wireframing in particular, the line is blurred. A wireframe is often produced by the IA but can strongly define the layout and design. This reduces the designer to skinning a site, which is a real waste of their skills.

    I was therefore excited to read the first in what will be a series of posts on wireframing. The author identifies exactly the problem we have been struggling with and talks about page description documents. These documents differ from traditional wireframes because they do not endeavour to establish a layout. Instead this is left to the designer. A page description document focuses on identifying and prioritising content. It is then down to the designer to represent this on the site.

    It is an interesting approach and one that I think has a lot of merit. However, I am equally excited to see the other posts in this series, where the author promises to show us example wireframes and provide more details on his approach.

    Top five tips for new web designers

    The final news story of today is an unusual choice as it comes from our own forum. Our forum is always full of great threads, but one in particular caught my eye this week because it covered the most common question I get asked; ‘what advice do you have for a new web designer?’.

    It is not a long thread (yet!) and so is easy enough to follow. However, each poster has provided some excellent advice in the form of their top 5 tips.

    The tips include…

    • Advice on business
    • Techniques for improving your skills
    • Areas to focus on
    • Books and sites to read
    • What to learn first
    • How to increase your profile

    Without exception they are all gold dust and if you are new to design then definitely give them a read.

    Equally if you have been a web designer for a few years take a moment to post your own contribution. I think you will probably learn something at the same time.

    Back to top

    Feature: Creating Screencasts

    Video is becoming an intrinsic part of the web and not just dumb ass videos on YouTube. Video can be used to show off products and provide online presentations. But how do you create a high quality screencast on a budget? We look at this issue in this weeks feature.

    Back to top

    Interview: Ian Lloyd on Sitepoint HTML Reference

    Paul: OK. So joining me today is Ian Lloyd. Hello Ian.

    Ian: Hello Paul!

    Paul: Have we had you on Boagworld before or is it just .Net?

    Ian: Erm… Actually never in real life person. I did the video thing for you before, the screencast.

    Paul: Yeah. That’s it. I knew there was something.

    Ian: I’ve heard my dulcet tones before.

    Paul: Yeah but not on a live, real, happening interview type basis.

    Ian: Is this happening? What as in cool, hip and happening? Wow.

    Paul: This is happening right now! So there we go. That’s exciting. So the reason I have Ian on the show today is that he had just undertaken and completed a mammoth project no less, in the form of a HTML reference guide that is now available via SitePoint. Now we’ve talked before on the show about the CSS reference guide but the HTML one is a new project that is beta at the moment. Why have you showed a beta tag on it? Come on, put your money where your mouth is. Commit to a real live version!

    Ian:Well that’s not really my shout in fairness but I think the reason they do it is that with all the will of the world and all the technical editing that goes on and all the rest of it, invariably there’s going to be things that will crop up.

    Paul: I was always under the impression that you were infallible Ian.

    Ian:Well I would to keep that myth going but it’s obviously completely untrue. But no, I think it’s sensible. From what I can gather they did this with the CSS reference and they told me that they did get some good feedback as a result of doing this. So it gives them an opportunity to capture anything that has so far evaded various editing stages. There are little things that you can easily, easily miss. So it makes sense. Put it in front of a whole bunch of pedants and you will find that things will be revealed that you weren’t aware of.

    Paul:Yes certainly. So tell us a little bit about how the project came about. How did you end up working on this from SitePoint and how you get involved?

    Ian:Right… Well it’s actually quite a long story that I’ll try and shorten down. Basically I’ve got a bit of history with SitePoint. It goes back to probably 2001/2002, something like that where I was writing articles for them. I had written a few and they had been scored quite highly. At the end of 2003, I took a year out of work.

    Paul: Ah I didn’t know… Yes I did know that.

    Ian:While I was travelling around the world I made it my business to try and call in on people that I knew from the web. You know, you’ve part of the world so I’ll pop in and say hello. That’s what I did with the SitePoint guys. I was in Melbourne for a while so I thought I’d pop in and say hello. So we did lunch and I was having a chat with one of the guys there who was saying “Oh, have you ever thought of writing an accessibility book?” and I was like “Oh, I don’t know. I don’t know if I’ve got a book in me. It seems like a lot of work.” But not long after that I was asked if I’d like to do some tech editing and I thought “Yeah OK, I’ll do that” and I actually did it while I was still travelling around Australia in the van. So that was actually quite easy to do, wasn’t too bad at all. And then what happened is that when I got back to the UK I was asked “Do you want to write a book?” and this is the beginners book you have reviewed in the past on the show. So it’s kind of been an escalation from there really. So there was that book and I did a couple of bits and pieces for APress and then not so long ago I got the call back from SitePoint saying “Do you want to do this HTML reference?”. At the time I thought “I don’t know. I’m not sure. Does the world need another HTML reference?”. But I kind of thought that when I did the first book, and that’s done pretty well and I’ve had some really good feedback, so I though “Well, let’s think about this. Maybe it’s worth doing”. In my mind I convinced myself that this wouldn’t be a difficult thing to write…

    Paul: *Laughs knowingly*

    Ian:See you think you know HTML. You think you know it because you use it everyday and I though “Well how difficult can it be?” compared to say the Javascript reference they were writing. There’s a million and one ways you can approach something with Javascript where as with HTML there’s a finite number of elements or tags, whichever you prefer to use, that you can use in any given scenario so you think it’s pretty straight forward isn’t it. That’s what I thought anyway and I was also thinking in terms of browser compatibility the bigger problems come from the CSS you put over the top. That’s where you get all the quirks happening. So I thought to my mind, “Yeah this isn’t going to be too difficult a job”. But I think I underestimated it.

    Paul:Is that not always the way when it comes to any kind of project like this that it always ends up being loads bigger than you thought it was going to be.

    Ian:I think it actually surprised me how much more work there was involved. I don’t know if you did that little test a little while ago that was one of those things everyone was sending around, how many HTML elements can you do in 2 minutes or something. Everyone was having a go at it. You think you know quite a lot but then you realise there’s so many more you didn’t know and there was so many that I vaguely remember and but probably would never use. That was the funny thing, writing about these elements where I think “Well, that’s that one done. Never going to use and nobody’s every going to read it either but it’s got to be covered.

    Paul:So with the CSS reference guide that they produced they have now turned it into a book. Are they intending to do the same with this? Is that the plan?

    Ian:Absolutely. And that was the other strange thing I thought “This is kind of a strange business model. They are going to put it on-line for free but also gonna do a book. Will people actually buy a book?” But I’m sure they don’t do these things without doing the research first. I’m pretty sure they’ve got a good idea on what they’re doing with this. I never went into it thinking I’m going to make millions out of this because it’s never going to happen. Anyone who’s written a book, yourself included…

    Paul:I’m still witting so I’m still in that naive state of thinking “Yeah, it’s going to sell hundreds of thousands of copies and millions of copies and I’m going to be rich”. So don’t shatter it.

    Ian: Sorry Paul.

    Paul: Just say how much money I’m going to make.

    Ian: Oh yeah, you’re going to be rolling on a bed of money. You’re not going to know what to do with the stuff.

    Paul: Excellent. Wonderful. Great. I’m looking forward to that. *laughs* So basically it’s gonna turn into a book before too long.

    Ian: Ah yes.

    Paul:You mention that there were some things in there that you thought “I’ve written this but I’m never going to use this and probably no one else is as well”. I noticed there were a couple of sections in there dedicated to depreciated HTML tags and stuff that people actually shouldn’t use. That’s a bit of an unusual decision isn’t it – to put in stuff people that people actually shouldn’t be using. Why take that route?

    Ian:Well the thing is because it’s a reference you have to include everything. So everything that is in the W3C approved recommendation, everything in there is included. Even if it’s as much use as a chocolate teapot it has to go in there. And that includes the deprecated tags but there’s also things that are included such as blink or bgsound or marquee that were never actually defined in any standard but because they have almost universal support, not all of them have the same level of support, but basically there’s a lot of elements out there that were never defined in the standard but are well supported. So the decision is this has to go in there, we can’t deny it’s existence. It may not be something that anyone would want to use but as it’s a reference book we should include it. There were some that we didn’t include that I can’t remember off the top of my head what they would be. Things that were perhaps defined in Netscape 4 and just are not supported in anything and given that Netscape 4 is dead and gone a long time ago, there were some things that didn’t make it in. But the reason for having a second index that said “Here are some elements that you shouldn’t use or should avoid or these are deprecated ones” was really a case of saying that we’ve got this index of all these things and I don’t want anyone to think that because it’s in the index that it’s necessarily approved. So I wanted to kind of pull them out and say “It’s in the reference but actually we don’t really you to use those.”

    Paul:Which are the worse culprits? Which are the ones you think that people are using a lot and they really, really shouldn’t be? Your chance now to lecture people and preach to them about their bad HTML.

    Ian:Well strangely enough I don’t actually see a lot of them used now. I think probably the most common is people using the bold and italics, the <b> and the <i> tags, when really they should be using strong and em. Then again the b and i tags do have their place but they are usually misused. Thankfully the kind if things that I wouldn’t want people to use, you don’t tend to see much nowadays anyway like the blink, marquee or bgsound that was always a pet hate of mine. You’d visit a site and then suddenly you’d get some Indonesian Gamelan music blaring through that was set in a bgsound. I was kind of thinking it’s good that this is gone but if you go to any page on MySpace and they’re replaced it with something that has got sound in Flash. So yeah, that may have gone but they have replaced it with something equally annoying.

    Paul:Now there’s a little question there. You say that bold and italic have got that place. How is it supposed to be used? Educate me as to the proper use of those two.

    Ian:Well if you what you are actually marking up something that describes something typographical. So if you are putting the b tag around something because you are describing it as bold. So it’s that kind of context. I use in the examples on the reference it’s like I’m describing a sign of something like that. So there are reasons when you use it but generally speaking when people are using it is when you want emphasis or strong emphasis. In most cases what I would end up using would be strong and em because that is what I’m normally trying to do, emphasis.

    Paul:What other kind of bad practice have you been seeing? What are the things, not just with specific tags but general bad practice, that are your pet peeves when it comes to HTML? What things are people doing a lot that just piss you off?

    Ian:Like I said earlier, because of the kind of sites that I tend to look at I don’t actually stumble across too many coding sins because that’s kind of the circles I’m in I suppose. The funniest thing is when you see your own mark-up from years ago and I’ve just had to do this for something at work where I’ve taken on a reworking of something written 10 years ago and I’m like “Oh my God. This is awful”. It had been duplicated 5 times instead of one file with the logic inside that one file. So it was like “Hang on. I have to do this five times over?”. But it was nice to go back and see something that was old and table layout and all the rest of it and give it a good clean up in the process. So yeah, it’s funny when you look at your own mark-up and think “I’ve moved on”.

    Paul:Even when you just look at what you learned from when you started doing standards to when you’re doing it now. I look back on the early standards work I did and it’s all div-tastic. There’s just divs everywhere.

    Ian: Oh yeah. But there’s no meaning to the document as such.

    Paul: Yeah. No meaning whatsoever. It used CSS so it must be alright *laughs* Which obviously doesn’t quite work does it in reality but there you go.

    Ian:I guess the kind of thing that I really see a lot is just general sloppiness. People not closing tags when they’ve said they are using XHTML or unsymmetrical opening and closing. Those kind of things. Probably the first thing is missing alt attributes for images which is such an easy thing to put right but I see it so often. I guess probably the worse offences come from the kind of people who probably have never looked at a reference and may never look at a reference so I don’t know that this would solve the problems. And by that what I mean is people who would never actually get their hands dirty in the code. They’ll be using things like Frontpage, Word. You know – save as HTML in Word. You just want to beat them over the head with a large reference book. I don’t know if those kind of people are beyond hope. Maybe we we’ll be there at one point who knows. Maybe they are not beyond saving.

    Paul: Nobody is beyond hope.

    Ian:Funnily enough, I was saying about the Frontpage thing. It’s quite shocking I was looking at the program for a local college evening course and out of curiosity I flicked through to the computing section to see if they were doing any web design courses and
    yay, there were. How To Build A Website and it was a seven week course, how to build a website using Frontpage. And it was like head slap, what are they doing?

    Paul: Ah. That’s amazing that people are still doing that.

    Ian: Shocking. So yeah. It’s not going to go away in the short term still.

    Paul:When you were going through this reference, putting it together, was there a tag that you came across that you thought “Why don’t I use this more often? That’s an underused tag.” For example, I’ve just suddenly started using definition lists more.

    Ian: Paul, you’ve taken the words right out of my mouth. That’s exactly what I was going to say.

    Paul: There you go then.

    Ian:That’s exactly one of those things that I don’t tend to use an awful lot myself but there are certainly uses for it. When we did this quiz thing that we were talking about earlier, I did with some people at first. So few of them had actually heard of definition lists. It was like “What is this markup of which you speak? What is this dl? What is this dd?” They had never heard of it and it surprises me but, I don’t know, maybe it shouldn’t be a surprise. You see list items used absolutely everywhere but it seems to be a bit of mystery to people. So that would be one that people could use more often and I’d certainly like to see people use them more often.

    Paul:Umm. I’ve found it really useful. It’s surprisingly how many of the things, for example a news story where you have a title and then the description underneath the news story. There’s loads of examples like that where there are these paired matchings that suit a definition list so well. It’s a cool tag, if a HTML tag is capable of being cool which is probably doubtful.

    Ian:There are some others as well which I would certainly like to see people use more often and they’re not ones that I don’t use, I use them all the time. Things like the accessibility specific type ones like for forms: label, fieldset and legend. I’d like to see them used more often. To some people this is something that they still don’t get. Of course in general, using the proper semantic markup. As you’ve already mentioned sites that are div-tastic. Stick a couple of headings in there and some unordered lists and already you’re starting to give your document more structure.

    Paul:So talking about semantics and all that stuff, I noticed that you have a section dedicated to Microformats. Microformats aren’t really part of the W3C specification so why did you decide to include them?

    Ian:Because it’s really cool. Yeah, it’s really cool stuff Paul. No, the reason really is because in the process of drawing up the table of contents, looking at all the elements we needed to cover, it became clear that there are certain things that HTML can’t do. Obviously this is not a revelation otherwise Microformats wouldn’t have come about anyway. But it felt right to put it in because essentially although Microformats are still developing they do go through a rigid process of being documented, discuss, ratified and all the kind of thing. So while it isn’t W3C recommendation it feels like it’s controlled. Also it doesn’t really do any harm. You can add this in over the top of HTML. You’re still using plain old HTML but adding that extra richness in without necessarily doing any harm. So it felt like something safe to put in. I guess the only problem with putting something like this in, at least for the printed version of the book, is that as they are developing it can get out of date. At least with the on-line version as things get added and they are adopted, that can easily be added in. It felt like a useful thing to do.

    Paul:And it’s good to give Microformats higher profile because I think there are still a lot of people that are unaware of them. So it’s good.

    Ian:I was gonna say it is by no means a complete Microformats reference. It really is still a fairly entry level introduction. I mean there are books out there specifically for Microformats. If someone really wants to learn more they’d do better to pick up a book or go to Microformats.org to learn more. Hopefully it would give some exposure to it that perhaps wouldn’t otherwise. And the other good thing about it is because the reference on SitePoint is very, very searchable hopefully by the time that Google’s indexed it you will find people that stumble across that wouldn’t have done otherwise and just from doing a search from inside the site itself. There’s a chance that people might learn about Microformats when they might not have otherwise of done. But we’ll see.

    Paul:Bearing in mind that a lot of people listening to this podcast are web designers and you know, they are sitting there going “Well I know HTML”, like we were saying at the beginning that you have this perception that is something you know back to front. So just to finish up with is there a kind of one area that you really want to challenge people over or one piece of good practice that you’d like to push people on where they’re not as hot as they should be.

    Ian:Hmmm… That’s a tricky one. I’m obviously aware that the audience of the podcast know a fair amount already. I guess you do have some people that are relative beginners so I’m not entirely sure the advice is appropriate for the audience. But the kind of advice that I would always give is that, and maybe I’m teaching people to suck eggs here, but really it’s so much more useful if you can learn from the ground up. You know, learn the code using really simple tools. I use Dreamweaver a lot, an awful lot, but that’s because I know how Dreamweaver is going to handle the markup. I know if there any little forbals, what it’s gonna do. So it’s very quick for me to use that without causing any real damage. But I wouldn’t really recommend that to a beginner. I’d say learn the basics. Walk before you run. Obviously things like I mentioned earlier – Word and Frontpage. Never, ever dream of using anything like that because they just do an awful, shocking job of it. In essence, HTML is not difficult to get to grips with. What I tend to find is a problem is what you then layer over the top of it. It’s the browser incompatibilities with CSS and obviously with Javascript it can be as simple or as complex as you like. HTML is not massively difficult to learn but it’s still useful to learn from the ground u
    p and not let a tool do it for you. I think that’ll be my advice.

    Paul:On one hand it’s not difficult to learn but on the other hand I think it’s quite difficult to master, if that makes sense. It takes quite a long time…

    Ian:You’re talking about the pedantic kind of… When you start to argue about the fine details about which element is appropriate for this usage and you can get into some debates over some things, yeah.

    Paul:I liked the way you referred to it as pedantic. Do you think we’ve gone a little bit overboard with our obsession with HTML and marking up everything correctly?

    Ian:I don’t know. I think it’s a good thing that people discuss and try and squeeze the most out of it. But there are some grey areas and you do sometimes think it is a bit limited, hence things like Microformats adding the richness on top of it. But I don’t know. It’s usually good natured, put it that way.

    Paul:Oh OK. I thought I was going to get you to say something really controversial that would get you flamed but I didn’t quite manage to…

    Ian: What luck “HTML SUCKS!”?

    Paul: Yeah like “Just use Frontpage. It’ll be fine man.”

    Ian: Yeah something like that.

    Paul:OK. Thank you so much for coming on the show and where can people check this out if they want to try out this reference for themselves?

    Ian: The HTML reference is at http://reference.sitepoint.com/html and if you want the CSS reference, replace /HTML with /CSS. And I understand that the Javascript reference written by James Edwards aka BrotherCake is still ongoing. So at some part there will be a third part to this reference. So we’ll have all three layers.

    Paul:And I have to say I’ve been impressed with what I’ve seen so far. I’ve actually been using the HTML reference believe it or not. In fact I used it yesterday to check something. I can highly recommend it. Much better than that crappy old W3Schools so you can ignore that from now on and use that instead. OK, thanks very much Ian. That was really good and I look forward to seeing you soon.

    Ian: OK. Thank you very much Paul.

    Thanks to Lee Theobald for transcribing this interview.

    Back to top

    Listeners feedback:

    Can you trust developers?

    JW writes: I have been on the buying side of both fixed and hourly projects with lackluster results lately. The process can be quite frustrating for me with some of the following bubbling to the top:

    • Inaccurate estimates both in cost and time
    • A lack of commitment to carry out all agreed items within a scope when it takes longer to accomplish than originally planned.
    • The need to ask for more money when the scope doesn’t change.

    Which leaves me asking “How much is the developers “word” worth?”

    JW’s email goes on to talk about the differences between fixed price and time and material work. I believe that this is where the heart of the problem lies.

    I know many within the web design industry will disagree with me but I advise in my upcoming book to only work with developers willing to agree to a fix price contract.

    There are always exceptions, such as when you have found a developer you know and trust. In such circumstances I suggest the complete opposite. However, generally speaking I don’t believe it should be the client who takes the risk for projects overrunning. Obviously, if the scope is changed by the client then additional work should be priced and agreed (once again on a fixed price contract).

    Make sure the scope is clearly defined up front even if it delays the project starting. The tendency is to jump right into development work as soon as possible, especially when deadlines are tight. However, this could cause problems later.

    Unfortunately, occasionally you will encounter a developer who agrees to fixed price project only to move the goal posts part way through the project. By this stage it is difficult to walk away. How then do you avoid ending up with this kind of developer?

    There are two approaches that work well. First, before engaging a new developer ask to speak with a selection of their existing clients. If possible, contact clients independently of the developer. That way you won’t just get fed a tame client who is bound to say nice things.

    Second, for larger projects consider separating off some of the initial work into a smaller self contained project. That way you can ‘try the agency out’ before committing to a larger project with a greater degree of risk.

    In answer to the original question, I am sad to say you cannot trust a developers word. You have to put safe guards in place and mitigate the risk.

    The life cycle of a website

    Richard asks: What is the life cycle of the websites we develop as web designers? Do you see it as a short term year / year and a half, or a longer term two / three years? What kind of time period should we expect to wait before being contacted by a client about a potential redesign?

    I would like to challenge two presumptions you make in your question. First, you are presuming sites should be redesigned periodically. Second, you suggest that the client has to come to you. In my opinion, neither are ideal scenarios.

    I have written before about how, ideally websites should evolve rather than going through a continual cycle of redesign. I do however accept that this decision lies with the client and not yourself. Nevertheless I would encourage you to work hard at persuading the client of the benefits this approach brings. This serves both your interests as a web designer and those of your client. Throwing out all previous work on a site every couple of years is lunacy and totally unnecessary.

    I also have to say that you are doing your clients a disservice by simply waiting for them to contact you. It is your role to continually suggest ideas on how their site could be improved based on emerging innovations.

    We offer our clients the opportunity to regularly meet with us (free of charge) to discuss their site and where they should go next. This encourages them to think in terms of evolving their sites. It also ensures the sites do not stagnate and die.

    Not that this approach is completely altruistic. By speaking with our
    clients regularly we ensure they don’t forget us and increase the likelihood of repeat business.

    Do we always take this approach? No. Some clients don’t want us continually pestering them. Some simply cannot afford to move their site forward. In this case we take a more passive role, encouraging them to read this blog or just ‘keep in touch’. However, this is the exception not the rule.

    So to answer the original question; I would argue that the life cycle of a website should ideally be indefinite, as it evolves and changes overtime. This happens through a partnership between agency and client.

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    121. Coda

    In this weeks show we discuss 5 quick fixes to accessibility, and we review the mac code editor Coda.

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    News and events

    Skipping Photoshop

    The biggest news this week is a post from 37Signals entitled ‘Why we skip Photoshop‘. The article outlines some excellent reasons why they choose to bypass designing in Photoshop, instead going straight from sketches to HTML/CSS. Reasons include…

    • Mock-ups are not interactive
    • Photoshop draws you into the details too early
    • Text on Photoshop is not like text on the web
    • Photoshop is not productive
    • Photoshop does not aid collaboration
    • Photoshop is too complex

    They are all valid points. However, although I accept this is right for 37Signals, it is not right for Headscape. Our view is echoed completely by the response of Jeff Croft at Blue Favor. He argued…

    • 37Signals are working with an established visual aesthetic
    • That 37Signals aesthetic is simple and so is better suited to pure HTML/CSS
    • That 37Signals do not work with clients
    • That working in HTML/CSS can lead to constrained design.

    That said, the post has made me consider experimenting occasionally with the approach. For me that made it worth reading.

    It is a great discussion and I am really glad Jason at 37Signals brought it up. It has certainly created a lively debate including posts from Jon Hicks and Mark Boulton.

    Web Designers should do their own HTML/CSS

    But we haven’t finished with 37Signals yet. They have posted a second blog entry this week entitled ‘Web designers should do their own HTML/CSS‘. The title is fairly self explanatory and they put forward a good argument as to why designers should never produce a design and then simply hand it off to ‘code monkeys’ who make it work.

    At the end of the article they write…

    We simply don’t consider designers who don’t get their hands dirty with the materials relevant to the kind of work we do.

    If you’re a designer working with the web who still doesn’t do your own implementation, I strongly recommend that you pick up the skills to do so.

    Whether you agree with 37Signals or not, the message is clear: You will struggle to get a job if you do not know how to code pages as well as design them.

    We would certainly never hire somebody unless they know HTML/CSS just as well as they know Photoshop. The nature of the web means that an understanding of the medium is crucial to creating a great user experience.

    Beyond CAPTCHA

    I hate SPAM. I hate it with a passion. I particularly hate comment/forum SPAM because it not only inconveniences me but also affects my users.

    One common approach to the problem is CAPTCHA. CAPTCHA presents the users with a distorted word(s) that they have to type in before they can comment.

    An example of CAPTCHA in action

    Although in principle CAPTCHA sounds great it does have a number of weaknesses…

    • It creates accessibility problems
    • It are hard for normal users to complete
    • It can be beaten by spammers
    • It make SPAM the users problem

    In short, CAPTCHA doesn’t work. So what is the alternative? Well, that is what James Edward (AKA Brothercake) explores in a post on Sitepoint entitled ‘Beyond CAPTCHA‘.

    He looks at server side solutions, services like Akismet and honeytrap approaches. He also looks at OpenID and other forms of authentication.

    The conclusion is that there is no perfect solution. However, he argues we need to stop making this the problem of users and take on the responsibility ourselves.

    I can certainly see his position and generally speaking I agree. However, when you are faced with limited time and budget it can be necessary to cut corners. Personally, I cannot stand CAPTCHA and I regularly fail to complete them first time. However, I have no problem completing a basic question such as found on the boagworld website.

    Read the article and make up your own mind. At the very least it will offer you some alternatives to CAPTCHA that can be implemented quickly and easily.

    Website Owner’s Manual

    Our last news story is a little bit of news about the book I have been working on. For a start it has a title; ‘The website owners manual‘. However, the big news is that you can start reading it and contributing to the final version.

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    Feature: Quick Fix Accessibility

    Complying with accessibility guidelines can seem like a massive undertaking. However, addressing 5 simple problems can make a huge difference to your sites accessibility. We discuss these in this weeks feature

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    Review: Coda

    Find out why I am seriously considering abandoning the code editor I have been using for over a decade in favour of Coda for the mac in this weeks review.

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    Listeners feedback:

    Team working environment

    Gareth writes: I have been “promoted” from a support desk position for an Oracle based financial system to the company’s single web designer. We are not by trade a dedicated web design firm and as such i am having to develop procedures and polices by myself. I have been reasonably successful in this thanks in large part to your podcast, which has in turn led me to blogs and websites such as A List Apart, Sitepoint, Headscape (obvious one that) and many more that have also helped me.

    Due to the sheer volume of work that is coming in this year we have found ourselves needing to recruit an additional web designer. At the moment i have all of my work saved on my laptop and all my tasks and appointnments stored in my Outlook.

    What tips can you give me in relation to creating a centralised working environment that can be used by both myself and this new person as well managing our work loads. What do Headscape do? I should probably point out that we will be office based in the sane room rather than working from home.

    Why is it that Ryan our producer, keeps picking questions he knows I am not an expert on. I am a front end interface guy. What do I know about this kind of thing! Also we primarily work remotely so have a different setup anyway.

    That said, I am willing to give anything a go and ignorance has never stopped me before.

    Okay, if you are sitting in the same office communication is not going to be the primary problem.
    However, you still may want to take a look at Basecamp. Its a great way of organising team working.

    The main problems will come in the form of file sharing, backup and overwriting each others work. One thing you might want to consider is a version control system like Subversion. At Headscape we use something called Source Anywhere however this is just personal preference. These systems allow you to…

    • check out files, preventing others from overwriting them,
    • rollback to previous versions of a file,
    • branch files, allowing multiple versions of the same file.

    However, for some this might be an over the top solution. The biggest danger is overwriting files. There are a number of code editors which prevent this including Dreamweaver and Coda. This just leaves the problem of shared storage and backup. You could solve these problems separately. However, personally I like the look of Drobo. Its not that cheap ($499 plus the drives) but it provides an incredibly expandable solution that minimises the problem of data loss.

    No doubt my ignorance is showing in this question so if you have better advice please post it on the show notes.

    Internal Search

    Stephanie writes: I have a question regarding internal site search. I am wondering what types of solutions there might be for enabling a site search when one does not have a development team to turn to. All I can come up with is Google custom search and it has some drawbacks (ad serving in the free edition and blog posts do not get indexed right away).

    Love the new site!

    So you want to add search to your site eh? If you’re using a popular engine such as MovableType, then there will be a built in search, so let’s assume you’re not. If you’ve just built your site using HTML, or aren’t happy with the results of your CMS’s out-of-the-box search, you still have options.

    If PHP is your game, you can install a spider on your server, such as Sphider. This will index your site and provide a very customisable solution, that doesn’t send queries off to a third party server. If you’re looking after a large site, with huge numbers of pages and documents to index, you might consider a program called SearchBlox. SearchBlox is expensive, but powerful. It runs as a java based web app on your server, with many fine tuning features that will keep even the most fastidious of clients happy.

    If it’s a free, third party service you’re after then you might consider Atomz or Google. Atomz is easy to setup, free and customisable but does include text based ads, similar to Google. The indexing schedule is regular, but only weekly. Google is an established name in search, but also has the downside of irregular indexing and ad supported results. It is of course possible to spend a little extra money to remove these, with Google Site Search

    There is however an interesting alternative service called JRank. JRank don’t stuff adverts into the results, they only require that you provide a link to their website on the page that you set as the index for crawling. They also have a REST API, so without much work you can integrate the results in your website, as the PHP code below demonstrates:

    <?php
    $jrank = file_get_contents('http://www.jrank.org/api/search/v2.xml?key=[API key]&q=[query]');
    $xml = new SimpleXMLElement($jrank);
    $result = $xml->xpath('//entries/entry');
    while(list( , $node) = each($result)) {
    echo '<h3>' . $node->title . '</h3>';
    echo '<p>' . $node->content . '</p>';
    echo '<a href=”' . $node->url . '”>' . $node->url . '</a>';
    }
    ?>

    An interesting point in the question was that Google doesn’t index blog posts right away. In my experience, search is used to find old articles or those that can’t easily be found by tags or menus. Newer articles should be easy to find from the home-page of the site, particularly if it is a blog site. If powerful search is required, then you’re going have to put up with the ads, or fork out for a bespoke solution.

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    Quick fix accessibility

    Complying with accessibility guidelines can seem like a massive undertaking. However, addressing 5 simple problems can make a huge difference to your sites accessibility.

    The Pareto principle (also known as the 80/20 rule) states that, for many events, 80% of the effects come from 20% of the causes. This is true for accessibility where a small number of issues cause the vast majority of problems. But what are these issues? That is a subjective question, but here are my top 5:

    Poorly described images

    By now you probably all know that images should have associated alt attributes, which describe them to visually impaired users and search engines. However, a related problem is the content of these alt attributes.

    Many people have realized the benefit of alt attributes for search engine placement and so stuff them with keywords making them far too long.

    All content images should have an alt attribute that clearly describes what is being shown in a concise manner.

    Badly labelled links

    It is not just images that are labelled badly. There are also problems with links. The text contained within a link should describe that link without context. This is because screen readers have the ability to read all links on a page as a single list. Users can then quickly navigate without listening to the entire page. However this is problematic because a link entitled ‘click here’ does not explain where it leads. A better link would read ‘click here for latest news’ or simply ‘latest news’. Where a longer description is required a title attribute can be added.

    Descriptive links also help sighted users to quickly scan for the next page to visit.

    No alternatives to media

    It is not just images that need describing. When using video, audio or any form of media that requires a plugin (that some users may not have) it is necessary to provide an alternative version. This alternative should either be in the form of a transcript (in the case of audio) or captions (in the case of video or other media where visuals and audio are synced).

    At first glance this seems a massive undertaking. However, there are a number of services like castingwords.com who provide transcription at a very reasonable rate. There are also tools like overstream.net, that help create captions.

    Reliance on Javascript

    Javascript is a programming language that can be used to achieve many of the interactions we see on websites. From popup windows to services like Google Maps, Javascript is amazingly flexible and heavily used.

    Javascript is not inaccessible. In fact it was created by the W3C and sits alongside HTML (which provides the content) and CSS (which provides the design) as the language which provides behavior. The problem is not the technology but the implementation.

    Not everybody has access to Javascript. Search engines in particular tend to ignore it. It is important that all content is accessible even when Javascript is turned off. The most common problem is using javascript to create navigation and other links. If Javascript is not available it is impossible to follow those links to the content beneath. Equally when Javascript is used to add content, this becomes inaccessible if Javascript is disabled.

    The simple rule is to never rely solely on Javascript as a method of accessing content.

    User controlled text

    The final accessibility mistake I see regularly is text that cannot be resized. By default all major browsers allow users to set the size of text on a webpage. This is needed because website owners cannot predict users visual requirements. Most people with visual problems need to be able to increase font sizes. However, there are some visual impairments that require smaller text to fit within a limited field of view.

    Although browsers provide this functionality by default, many web designers disable it. To be brutally honest there is no good reason for this beyond laziness. By fixing the font size the designer reduces the burden of testing but it provide no other tangible benefit. In short, ensure the fonts on your web site are scalable.

    By addressing these five problems you will dramatically improve the accessibility of your website. None of these issues are particularly hard to overcome and the financial investment is minimal. However, by doing so you will increase the amount of traffic to your site and the number of visitors able to successfully navigate it.

    120. WCAG 2

    In this weeks show we talk with Patrick Lauke about WCAG 2 and we discuss the perils of blindly following conventions.

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    News and events

    IE testing made easy

    Testing in Internet Explorer is horrible for many reasons. Not least the fact that you cannot run multiple versions of IE on a single operating system.

    In the past there have been a number of solutions to this problem. There were standalone versions of IE. However, it quickly became apparent that they did not behave as IE does natively. There are online services which provided screenshots of your site in different versions of IE. However that does not give a sense of whether interactive elements were working correctly.

    The only really feasible solution was to run multiple operating systems as virtual PCs but this was slow and inconvenient.

    However, it looks like things might be about to change. DebugBar have just released IETester. A free web browser that allows you to have the rendering and javascript engines of IE8 beta 1, IE7, IE 6 and IE5.5 on Vista and XP all at once.

    They are currently describing it as Alpha software (whatever that means), so it sounds like it is still a work in progress. As with any such software it is hard to know if it is accurate. If you do choose to use IETester, I would still recommend giving your site a final once over in native copies of IE before making it live.

    That said, this does look very promising and I will be trying it out myself very soon.

    Hosting your Javascript libraries

    Our next story is an announcement from Google. They have started to host the main Javascript libraries including…

    • jQuery
    • prototype
    • script.aculo.us
    • MooTools
    • dojo

    This means that if you are using a Javascript library it does not need to run from your own server, but can pull it directly from Google.

    “Why would I want to do that?” I hear you cry. Mainly to improve performance. First, according to people much cleverer than myself the Google servers are faster and can deliver libraries much quicker. I know little about server performance so I will have to take their word on this.

    However the main reason is that if enough web developers use this approach we will see a significant caching benefit. Lets say a user visits headscape.co.uk and this site pulls its jquery library from Google. Boagworld.com does the same thing so when the user visits that site it uses the cached version (from the visit to Headscape) rather than re-downloading it again. As more and more sites pull their Javascript libraries from Google the likelihood that a user already has a cached copy of that particular library increases.

    Of course allowing Google to host your Javascript does require a level of trust. What if Google goes down? What if Google turns evil and starts using Javascript to manipulate your site? What about the data this approach gives Google about your site?

    However, if these concerns do not worry you, then there are definitely tangible benefits.

    Prototyping website interaction in flash

    Next up we have a tutorial demonstrating a quick and easy way to prototype complex website interactions.

    In some ways the static Photoshop comp is becoming less useful. Modern websites have numerous interactive elements that are hard to convey through static images. There is a need for something that can demonstrate this functionality.

    We have spoken before about wireframing interactive websites, but not how to demonstrate changes in visual look and feel. This article on boxes and arrows suggests that Flash maybe the answer.

    The advantage that flash has over something like a clickable PDF is that it allows for easier updating when the client wants to make changes. However, it does require basic Actionscript skills. Fortunately, the tutorial talks you through these step by step and none of it is too challenging.

    If you are looking for a way to better demonstrate interaction in your design comps then this might be the answer.

    The rule of thirds

    The final news story today is another post from those lovely people at Smashing Magazine (we love them since they said nice things about our podcast!) The article entitled “Applying Diving Proportion To Your Web Design“, introduces the reader to the fascinating subject of the golden ratio (also known as the divine proportion or rule of thirds.)

    If you haven’t come across this principle before then I highly recommend reading more. The rule of thirds emerged in the Renaissance but has always excited in nature. There seems to be something inherently pleasing about these proportions and they occur again and again. There is something about human perception that is naturally drawn to this composition. We can use this to our advantage when designing websites.

    The article goes on to demonstrate how the golden ratio can be used in all aspects of design from photography to web design. In particular it focuses on the benefits this can provide to the grid structure of your sites.

    Admittedly if you have not come across the rule of thirds before this can all sound like hocus pocus. However it really does work. Following principles like this can dramatically improve your designs. What is more they can be followed by anyone even if you would not consider yourself a designer.

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    Feature: Defying Conventions

    As the web matures an increasing number of conventions are emerging. But should we always follow the crowd? In this weeks feature we discuss just that.

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    Interview: Patrick Lauke on WCAG2

    Paul: So joining me today is Patrick Lauke from splintered.co.uk, is that best way to refer to you?

    Patrick: Yeah, it’s one of my many monikers, yes.

    Paul: Just so many presence on the web, you’re just so well known. Good to have you on the show, Patrick, it’s been a while.

    Patrick: Thanks for having me.

    Paul: I don’t think you’ve actually been on Boagworld before have you done Dot Net with me, but I don’t think you’ve done Boagworld.

    Patrick: Exactly, yeah, I’ve only had the pleasure of sitting on the Dot Net one.

    Paul: Well this is the proper grown up, you know, professional version compared to Dot Net.

    Patrick: Super!

    Paul: So the reason I wanted you on the show, Patrick, I have to be honest is as much for me as it is for my listeners this time round, because you are our resident accessibility expert, and we had a conversation a long time ago on the show about WCAG2 and we talked a little bit, not with yourself but we’ve talked on the show before about WCAG2 and it was coming along and all the rest of it, but it suddenly occurred to me we haven’t done anything on it for ages, and I’m wholly ignorant on the subject and the current state of affairs, so I thought, I know, I’ll get Patrick on the show, I’m sure he’s bothered to read it and knows what’s going on. Hence you’re here.

    Patrick: Excellent.

    Paul: So you’re not going to let me down, you have actually read WCAG2 have you?

    Patrick: I have, I’ve been fairly involved with it, yeah.

    Paul: Good! That’s encouraging. OK so perhaps the best place to start is, where’s it currently at, what’s the stage of development at the moment?

    Patrick: Right, well literally a few weeks ago it entered what’s called the Candidate Recommendation Stage, all part of that W3C terminology they use. It wasn’t…it has been in last call for about 2 years now, but yes, Candidate Recommendation really means that now the WCAG working group and the general public has been kind of sending in comments etc on the status of the document. They’ve all reached kind of a broad consensus about, yeah, it’s fairly…it’s pretty much there, you know, it’s fairly accurate, technically there’s no big howlers in the actual wording of the things. I mean there might still be a few minor, minor details that change from now until the end, but pretty much the actually core of it is as good as it’s going to get.

    Paul: OK.

    Patrick: And really the…kind of the purpose of this Candidate Recommendation Stage, you know, why aren’t they going straight out and releasing this now as a standard, is really to give people an opportunity to start test driving, you know, what WCAG2 says in its current state, so working group thinks it’s pretty much there, let’s test it out actually in the real world, so give people the opportunity to run it…run their websites through their paces according to WCAG2, see if, you know, things are feasible, if it’s realistic to kind of say, yeah, this will be the standard from now on, and they’ve actually…they want to make it quite official, so if you have an intention of kind of doing that, you have a website and you want to actually officially say, OK, I’m going to use that website to test WCAG2, they’re now asking for people to basically register their interest and to actually, you need to then implement that, you need to say, right, I’m going to run WCAG2 on my site and by the 30th of June you want to be able to basically say right, I’ve finished it, and then give feedback and basically say yeah, no problem, or you know, we tried and tried, but this is actually not realistic, it might need to be modified, but unless there are major, major issues that come out in the wash as people are now trying to implement it and test drive it, it should be fine really. One of the main things with WCAG2 is, as with any kind of Candidate Recommendation documents, is really that there are a few items where even though we’ve got consensus, the working group isn’t 100% sure that they’re going to make it in their current stage, so they’ve kind of gone very ambitious with some of them, but they realise that yeah, it might not actually make it through, and they’re called….quite fittingly, items at risk, which in the latest CR document, Candidate Recommendation document, they’re clearly marked, and they’re basically…the testing phase is really about, let’s have a look, specifically these kind of items at risk, can they actually be implemented in the kind of more stringent way that we’ve worded them? If not, we might have to scale them back. I mean there’s one for instance where it says, it talks about, you know, colour contrast, and they’ve worded it currently that the contrast needs to be on a ratio of 5:1, so if you’ve say got, you know, text and background colours, you need to have…want to do your calculations for the various algorithms, there needs to be a contrast of 5:1. Now they’ve put that at risk, because some people still felt that it might be a little bit….setting the mark a little bit too high, and they were already saying, OK, well if it turns out that it is too ambitious to say, right, you need to have that ratio, that they’re happy to kind of jump back to 4.5:1 or even 4:1, so it’s kind of things like that, we’re really now at the nitty-gritty stage with these kinds of things, of saying, you know, can it actually be implemented.

    Paul: So this is getting very close to the point where, you know, your average website owner and your average web designer needs to be…we need to be looking at this now, don’t we really? I mean we’re getting that close?

    Patrick: Yeah

    Paul: OK, I mean it sounds like things have gone a long way since the kind of early stages where WCAG2 was quite heavily criticised. I mean what kind of shape do you personally think it’s in at the moment?

    Patrick: Yes, I mean looking back, I think it was May 2006 where Joe Clarke wrote his kind of vitriolic post, to Hell with WCAG2 on A List Apart, we have definitely come a long way since then. I think it was a good wake-up call back then for somebody like Joe, somebody of Joe’s stature, to really come along and, where web designers maybe at that stage weren’t really that interested in WCAG2 to actually say, look guys, you need to start looking at this because in the current shape it’s in, it’s really not feasible, and what Joe said at the time, there are many things that he criticised, but you know, overall he was spot-on with a lot of the things. The main thing was that the whole document at that time was extremely bulky, it was one big monolithic document which tried to do everything. There was loads of Orwellian-style language, everything was made up of Newtons, and they pretty much invented…because the problem with WCAG2 it’s a kind of full shadow of it, is that because it tries to be technology agnostic, it tries to avoid in the main document and talk about anything relating to actual technology, so it doesn’t mention specific HTML elements or things like that, so to make it very tech-agnostic, that document at the time really re-defined almost anything, so it didn’t talk about web pages, but it started ta
    lking about web units, and basically the glossary was almost bigger than the actual document, so you know, that was very problematic because even people who’d been doing web development for years, if you just gave them the document as it was, they would have had to completely re-learn whatever all the terms were, it was of no practical use.

    Paul: So has all that gone now?

    Patrick: Yes. The language has been simplified. I mean it’s gone now from 2006 onwards it’s gone through, I think it was 2 or 3 last call stages. Well it went back from…in 2006 it was at last call stage, literally the stage before we’re saying, OK, we’re up to Candidate Recommendation. They actually scaled that back. W3C don’t admit that was because of Joe Clarke, and OK, it was probably not exclusively because of his article, but I think the general kind of feelings that it stirred up, or that it tapped into, kind of made the W3C reconsider. They’ve scaled it back to a public working draft, which is kind of one step previous to that. Everybody had a pretty good look at it. There’s been rounds and rounds of comments, I mean I’ve submitted in the 2 year period that it’s now been since that article, I’ve submitted loads of comments. I mean ranging from really small things like, oh you missed a comma there, or that’s not very clear, to kind of very substantial things about the actual core concepts that are being discussed, and in that process, a lot of really hard copywriting and editing has happened since then. They’ve also split out the document into far more manageable sub-documents themselves. One of the main things, for instance, is that the whole structure of, you know, WCAG2, it’s actually a suite of documents. The main guidelines document itself is only a handful of pages, I think it’s…yes, 19 pages I’ve printed out today. That is purely the core guidelines document, and that’s the only part if you will, that is actually normative, that’s the only one that is the actual guidelines. Then there was a lot of extra documents that really are just what’s called informative, so you can read through them, but you can’t actually refer to them in terms of, you know, just if somebody sort of says, your site isn’t accessible, you can’t point to an informative document and say, yeah, but I’m following that particular thing.

    Paul: OK

    Patrick: One of the documents will be the techniques document. You can’t actually point to that and say, well I’m following these, because the only thing that’s important are the actual guidelines, so they’ve really slimmed it down, broken it up into separate documents, you know, 19 pages printed out, it’s nothing, you can pick that up, you can read it through. It’s roughly the same size now of WCAG1 if you will. So they’ve simplified the language. There were loads more contentious kind of fundamental problems with WCAG2 as it was back in May 2006. I mean one of the main ones that really caught, you know, the eye of a lot of developers, was the concept of base lines where basically at the time they were saying, even though the concept itself is good, but it’s pretty much read like, as a website owner I can basically say, right, to work with my site, you need to have Flash and you need to have this and you need to have that, which was completely opposite to, you know the very austere WCAG1 which basically said, you can’t have anything. This seemed to open it up completely and allow for website owners to basically say, right, you know, we are going to do a whole Flash website if you will, and our baseline will be, you need to have Flash to use this site. But the concept was good at the time, but the wording pretty much came out like that, so these kinds of things, base lines, at its core, is actually still in the current document. They’ve basically re-worded it and turned it on its head, where before it was talking about website owners can say what technology they’re using, now it’s far more, if as a website owner or designer, I’m using a technology, I need to make sure that I know for a fact that it’s supported by accessibility…assistive technologies, for instance screen readers, so they kind of turned it on their head. The onus isn’t any more on the user to say…to have the latest technology, but on the developer to make sure that the technology they use needs to be accessibility supported. So loads of kind of fundamental changes like that have happened really, and no, definitely to go back to the original question, it has improved quite dramatically since May 2006. I mean I’ve now familiarised myself extensively with it. It’s good bedtime reading material!

    Paul: You’re not convincing me of that one. Not unless I want to go to sleep I guess!

    Patrick: I know. OK, I’ll be blunt, it’s better toilet reading. You kind of print it out and you put it there, instead of a novel you’ve got that there. But it is very good. I mean it’s now down to the level of…it almost reads like common sense. You kind of…you go through it and you just find yourself nodding and thinking, like, that’s not contentious. OK, there are still a few here and there where I might slightly disagree in a heated argument, but overall there’s nothing really there that makes me think, ooh no, that’s never going to be realised, so absolutely, it’s in very, very good shape I would say, and this Candidate Recommendation Stage looks like it’s going to be very successful really, and fingers crossed, I think; I’m not 100% sure now of the timeline that W3C are working by, but I wouldn’t be surprised if, say by the end of calendar year, we might see actually WCAG2 being released and getting out and becoming a proper recommendation.

    Paul: Cool. So then what’s the big differences from WCAG1. I mean with WCAG1, you know, every kind of standards-based designer became very familiar with that. I was a great fan of that, you know, single sheet which listed everything by priorities and I would go through and I’d check myself off, and I kind of knew where I stood with WCAG1. With WCAG2, it’s much more of an unknown entity at the moment, so kind of give me the potted version. Where are the big changes?

    Patrick: Right. No you’re quite right, it’s actually a lot more vague WCAG2, but it’s that way for a reason. Right, so WCAG1 really was very much, I mean it’s a product of its time, I mean it was 1999, the web was still quite in its infancy, and it is very much HTML focused, WCAG1, there’s no denying that. There’s a few mentions of things like CSS, but pretty much it’s all about how to use HTML to create content that at the time would be deemed accessible. I mean JavaScript was pretty much bad; I mean you could use it but you need to make sure there’s a fall-back. Non-W3C technologies were completely out basically, unless you provided a W3C alternative, so things like Flash and PDF etc, when they first started becoming more and more used, that directly clashed with WCAG1 at the time. Now WCAG2, as I mentioned before, it’s far more tech-agnostic. It tries to basically not t
    alk about specific technologies. It doesn’t directly reference HTML or CSS or Flash or Flex or various other things in the actual core guidelines. Now the reason for that is WCAG1 as soon as it was released, the thought behind it was that it would be updated on a very regular basis, but from 1999 onwards, nothing has really happened, and because it was so heavily influenced by the technology of its day, it aged very, very badly. I mean nowadays, if I hear people saying, we’re building against WCAG1, I almost have to chuckle a bit, because it is pretty much just going back to, you know, we’re doing the web like it’s 1999, you’re not really allowed to do anything, and it’s completely opposite to what’s actually happening with the web. I’m not going…well I am going to say Web 2.0 to sound all trendy, but you know, all those things, Ajax, Flash, PDF etc, particularly say PDF, there is now…there are now easy ways, or relatively easy ways, to create reasonably accessible PDFs, I mean the technology itself has moved on, the format has moved on, screen readers are quite capable of dealing with well-structured PDFs that are created in a certain way. We’re not really talking about, you know, you need to test your pages with links because, you know, people might just use a text only browser. Things have moved on, but WCAG1 is pretty much kind of frozen in time of 1999. There have been a few kind of…people who’ve been working towards WCAG1 have started kind of re-interpreting it a bit for the modern days. I mean in my own practice in my…one of my other identities, in my day job as web editor for the University of Salford, I’ve never actually said, we’re going to make our pages WCAG1 compliant, but always said, you know, we’re going to take inspiration from WCAG1, filter it through our own knowledge of what the technology landscape actually is today, and try to do the best we can to actually serve the users and you know, how they currently use the web.

    Paul: So….so are you, you know, you said that you’d never claimed in your day job, you know, to be WCAG1. Are you intending, you know, are you more confident in WCAG2 to be able to say that, that we’re going to be WCAG2 compliant, or is it not that kind of thing?

    Patrick: I think …I think yes, WCAG2, it would be a lot easier to say we’re working towards WCAG2, because to kind of go back a bit and explain WCAG2’s kind of…the thinking behind WCAG2 and how it’s structured. WCAG2 as I said, doesn’t talk about HTML, CSS, it really just sets out very general principles, when then break down into guidelines, which then in turn break down into success criteria. Now again it probably sounds like there’s a whole new language to learn, but it is fairly straightforward, so if you think, web pages themselves need to be the four principles. They need to be perceivable, operable, understandable and robust. So those are the four kind of guiding principles, which you know, make sense. It was already implicit in WCAG1, but this kind of just spells it out. These are the kind of four things that we want to make sure. Now under each of those principles, say perceivable or whatever, there are guidelines which still provide…they don’t go into detail, but they provide some very, very basic overall goals, so what we want to achieve is X. They’re not testable, because they’re still very, very generic, they’re saying, we just want to make sure that people can, say, use a keyboard to do things. They don’t go into detail about what that means particularly. And then under that you’ve got the testable, what are called success criteria. Now these are very small kind of little atomic sentences if you will, that say, right, very specifically, if you’re providing this, then make sure that that happens. Now I’ll pull out an example, I’ve made some notes here, let me just go through…yeah, I’ll give you an example here. So in the big WCAG2 document, you’ve got principle number 2, operable. User interface components must be operable. So, you know, you can’t argue with that, fair enough. Underneath that, there’s loads of guidelines, I’ve pulled out one here, guideline 2.4, navigable, which states that you should provide ways to help users navigate, find content and determine where they are. Again, that’s a very, very broad goal that doesn’t say anything about you need to use a link, you need to put title in here, or you need to make sure you use access keys. None of that. It basically just very generically tells you that. Now under Guideline 2.4, there’s loads of smaller success criteria. Now I’m just going to pull out one of them. The first one, 2.4.1, which basically is called bypass blocks, and I’m just going to read it straight from the thing, ‘a mechanism is available to bypass blocks of content that are repeated on multiple web pages’

    Paul: Yes

    Patrick: Now again, this doesn’t say anything about HTML or whatever, but it is quite testable. You can actually pull up your web pages and say, right, are we following this? Is there a mechanism available to bypass blocks of text, blocks of content, sorry, that are repeated? So I don’t know if that gives a flavour of…

    Paul: Yeah it does.

    Patrick: …against WCAG1. Now you couldn’t write a validator to actually just run through this and check for that, that is one of the core differences I think with WCAG2 compared to WCAG2. I mean even WCAG1 we all agreed that you can’t just run it through Bobby and then, you know, if Bobby gives you the thumbs up, that’s good. You still have to do some manual checking. But there were a lot of things that because it was so HTML-centric, you could pretty much run it through something and it gave you a fairly good indication of whether you were achieving that particular check-point in WCAG1 or not. Now the way the success criteria are worded, yes you could say, OK, if we accept that, we want a skip link, and the skip link will fulfil that particular success criterion, we could write an automated tester that just looks for skip-links, the presence of skip-links, however you want to code that, but it’s not to say that that is the only way in which you can pass that success criterion. The actual guidelines don’t say exactly what you’re supposed to do. They pretty much focus on the end result and particularly what I’m interested in, they focus on the end result for the user for the most part, so it really puts the onus on the developer to understand, these are the user needs, and this is the kind of very generic thing that needs to happen. You can then, from that success criteria, jump over to the techniques document for instance, which actually goes into detail, if you’re using HTML, here’s some of the ways in which you could achieve this success criterion, and then you can test against those, but the techniques document is only informative, it’s not the be-all and end-all. You could follow whatever’s said in there, or you could actually come up with something that’s completely separate, is not mentioned anywhere in the techniques, but if the end result of an actual real user is still, OK, they can still bypass blocks of text that way, then that’s fine.

    Paul: Which is great, because it kind of gives people the freedom to innovate and come up with original ways of solving accessibility problems.

    Patrick: Absolutely, and it puts…it puts the focus straight back on doing something that is good for the user, rather than right, we’re just going to go and make sure that we tick that particular box because the guideline says we need to do X in HTML and, well, we’ve done it, so we’re cool. This kind of forces you to actually think about solutions. I mean you can… you can go into the techniques document, and what’s mentioned in the techniques document, is pretty much they’re tried and tested ways in which that situation has been solved, so you know, you can be I’ll say lazy, but you know, you can get guidance from that techniques document, but that’s the important thing to know, is it doesn’t mean that you have to necessarily use one of those techniques, and absolutely you’re right, this will stimulate a lot more creative kind of ways in which these success criteria can actually be met. And as I said, it then applies to any technology. You could say, right I’m going to provide that functionality in Flash if I’m doing Flash, or maybe I need to do that in PDF, or whatever, so it is a lot more open. Which obviously is a problem if you’re very set in the ways of I’m going to run it through a validator, and I’m going to get a clear yes or no answer, because you pretty much need either a lot of user testing to say, OK are the users actually able to do this particular thing that the success criterion says, or you get experts that kind of help you with that, and there it’s a lot more likely that you’re going to get 2 or 3 experts and they might not necessarily agree on what’s the best way to implement something, so that is kind of…not the problem I would say, but the slight shift in mentality that website designers and website owners will have to make, that it’s less easy to make a very kind of cut and dried, yes it’s accessible, not it’s not accessible. I mean it was problematic before, now it could be even more woolly, which you know, is a bad thing in a way, but also a good thing because it does force you really to focus on the actual core of the problem rather than trying an easy way out and just implementing some mark-up that a guideline suggests.

    Paul: Yeah, I mean yeah, I can see how it potentially might create some legal problems further down the line, but it certainly gets people beyond that kind of arse-covering check-box mentality, which has good to be good. So it sounds like a lot of the time we’re kind of going to be working as web designers on the success criteria level where we’re going through and making sure we conform with these various success criteria. What about priorities? WCAG1 had Priority A, AA, AAA or whatever you want to call it; Priority 1, Priority 2, Priority 3. I mean, did, you know, is there anything like that any more or has that gone away completely?

    Patrick: No, that’s actually still there. At one point there was a bit of a change in terms of how it’s going to be worded, whether you could achieve full compliance or not by following…having to do all the success criteria for a particular level or not, but no, they’re pretty much there in their old form if you will, so it’s still called Level A, AA and AAA. One of the things that WCAG2 has tried to do in its wording of these Levels is to say that it wants to remove the kind of idea of hierarchy that AA aren’t less important than A, and AAA aren’t less important than AA. They’ve written a lot of nice words around it to explain why it’s actually still worth doing AAAs when you’re not fulfilling all of AA etc, but I think they’ve actually muddied up the waters a bit because in effect, you can’t claim, say, AAA, if you haven’t claimed AA, so the hierarchy is actually still there, so probably this explanation was quite confused, but it actually reflects exactly how confused the WCAG2 document is about that. They’ve tried to kind of have their cake and eat it at the same time, I think, because they have to…necessarily have some hierarchy, but they’re really trying to stress that they’re all equally important, you know, but some are just more important than others. So…interesting.

    Paul: Yes. So I mean what, you know, we’ve got potentially, you know, if you’re right, until about Christmas to sort out our act and to kind of really get thinking about WCAG2. What kind of steps would you recommend for people that are owning and running websites in order to kind of prepare for this?

    Patrick: I would say that because WCAG2, as I say, is a whole suite of documents, you’ve got the actual guidelines which I mean now I can read them and they’re quite understandable to me, but I’m obviously very close to the subject at hand. I can kind of understand where they’re coming from. But as part of the suite of documents, there are kind of better documents possibly to start with, depending on what your current level is. There are ….there are simple things like Understanding WCAG2, which kind of takes a helicopter view of WCAG2 and gives a lot more context that explains why, you know, certain guidelines are important, how, you know, people will use them, how they will benefit from them etc. It goes more of a context. It’s obviously a lot weightier than the actual core guidelines, but that is…if you’re a bit rusty with, you know, I haven’t looked at WCAG2 at all, you’re a bit rusty with what WCAG1 even was about, beyond just being a document that you checked some boxes against, that’s certainly worth reading, just to really get a feel of understanding why….why are we changing things, why wasn’t WCAG1 good enough, so that really gives you a good kind of introduction to the subject. And I think that’s an important step towards actually implementing WCAG2 would be for people to buy in, as with anything, if you’re trying to push it through at an organisational level. People need to understand the rationale behind it. You can’t just dump this document on say your developer’s desk and say, right, these are the new rules, you know, white is black, black is white, this is what you need to do now. They need to buy in from actually understanding what the rationale behind it is, so the understanding document will really give them all the information they need. Some, you know, technically minded people might be tempted to jump straight to the techniques document, which is fine, but again with the caveat that I mentioned before that the techniques document is actually only informative, so whatever’s written in there is not the law. Some techniques that are currently in there might even be proven later on to be maybe not optimal in certain situations etc, so it’s not the law; it can help you initially get, if you’re really technically minded, you might read the success criteria and say, yeah, OK, that’s all nice language, but what does it actually mean, you know, if I’m doing HTML, what….what are you expecting me to do? The techniques document can help, it will give you actual examples. If you’re using HTML do this, if you’re using Flash do that, etc, so it brings it back down to something that as a techie, you might be more comfortable with, but again, understand
    ing that that is not the law; those are not the guidelines, and that there might be even better or more creative ways around the problems, but it’ll get you into the right frame of mind I would say.

    Paul: Cool

    Patrick: There’s also documentation that just pretty much compares WCAG2 to WCAG1,

    Paul: Ah, that’s good

    Patrick: Yeah, if you’ve got a lot of experience with WCAG1, that will kind of help you roughly map, you know, what used to be WCAG1’s check-point about this, is now this far broader guideline that covers a lot more aspects, so it’ll help you kind of move towards the thinking behind WCAG2. And I think that is the main thing as a website owner or as a designer; it’s more of a shift in perception if you will, more of a shift of understanding of what accessibility is, more than, you know, the change of how is my mark-up now going to be affected by it. It’s really moving beyond that kind of very HTML specific, you must do exactly this, to a more, you need to understand how users actually use your website and how to creatively kindly of help them in that pursuit really.

    Paul: Cool. I mean that sounds good; there’s lots of different ways you can kind of start the process of learning it

    Patrick: Absolutely

    Paul: …which is good. I mean I guess my last question, you’ve almost kind of answered, which is, you know, if you’re somebody from a WCAG1 background that is comfortable with WCAG1, the one thing that you’re thinking is, hang on a minute, I kind of knew this, I had my head around this, you know, I’ve suddenly got to change to this new system, you know, is it going to involve more work, is it going to be painful? The fact that you’ve talked about this document that does transition, you know, between WCAG1 and WCAG2 sounds helpful. Overall, do you think it’s going to put more pressure on designers or is…more going to be expected of them as they develop stuff?

    Patrick: I think it’s going to be interesting for a variety of reasons. I wouldn’t say necessarily there’s going to be more work involved. If you’ve been working similar to the way I’ve been working, that you take WCAG1, you take what you want from it, and you filter it through your knowledge of, yeah, that screen-readers can actually work well with PDFs, so I’m ignoring the non-W3C technologies I’ve banned that used to be in WCAG1, so if you’ve actually been doing accessibility based on WCAG1 in the real world rather than simply just following it as a set of check-points that you just tick the boxes, I wouldn’t say it’s going to be more work. Certainly if on the other hand, if you have been somebody who hasn’t been too understanding or involved with WCAG, you pretty much had it as a function in your, say, Dream…copy of Dreamweaver or whatever, I’ll just quickly run it through this validator, I’ll run it through Bobby, although Bobby’s now gone, thank God, various things like that, you know, if you really just saw it as a check-box exercise, yes there will be…it will be more of….I don’t want to say paradigm shift…well there you go, I just said it….absolutely, no cliché will be left unturned in this particular episode…you really need to start understanding it more. But if you’ve actually been doing what I would term in a quite elitist way, real web accessibility over the last few years, there’s no major, major big surprises there, and there’s…I wouldn’t say there’s a lot more work involved. Now it would be interesting, I think, one of the aspects will be if you’ve been working in an organisation and you’ve been trying to appease management say, and one of the things that management might have erroneously picked up is, we need to make sure our pages are Bobby-compliant, for instance, is that will be a difficult, I would say, or challenging, should we say, situation because you will have, already at the time you might have been crying, saying, well, the validator can’t check everything, you still need to do manual checks, but at the end of the day, some managers, all they wanted was to see the thumbs up and the smiling policeman with the helmet on their website. This time around it will be a lot more difficult, and yes, as I mentioned before, there will be automated tools that will help you in determining whether you’re doing certain things right according to WCAG2, but because, as I said, the techniques…there is no definitive list of techniques that are OK, and there are no definitive lists of techniques that aren’t OK, it’s practically impossible to write an automated checker that will be able to check against everything, so tools…automated tools will really just be relegated to certain interpretations of WCAG2. I know that there’s a few organisations in the States that are currently working on, you know, validators. I think the….name escapes me now, but the Fraunhofer Institute in Germany, they’re currently working on their own version of a WCAG2 accessibility tester for instance, and I had an interesting discussion with representatives from Fraunhofer the other week when I was in Germany at a conference, and they’d pretty much agreed that their tool will only check against, basically, their favourite techniques if you will, from the techniques document. Now who’s to say, as we said before, that those are the best techniques? They’re ours. You might come up with a really creative way that no tool has been primed to kind of sniff out in your mark-up or in your Flash or PDF or whatever, so you’ll always get a very, very subjective, based on what the developer’s written into their tool, very subjective assessment of your website, so bring it back to the point, it will be extremely difficult I think for a manager to be able to say, right, I just want to make sure that we pass that particular test, unless you then go and dig out exactly what that tool is looking for, and you end up back in the situation that we used to be in, where you’re trying to write it to get a good grade from a tool, rather than actually thinking about what is best for, you know, users with disabilities or users in general, so that, I think that will be the more challenging part, as I said, the paradigm shift, getting managers who might not have understood it up to now, to really kind of confront the fact that automated tools aren’t the be-all and end-all, and that yes, everything is a lot more subjective now, so really I would say the only solution to that is really start thinking more exclusively about proper user testing, getting actual end-users in there. You could give them the success criteria from WCAG2 and basically say, can you confirm that this is something that you can do on our website, so it becomes a lot less about automation and a lot more about actual end users.

    Paul: Cool. I mean it all sounds really exciting, you know, a bit apprehensive, you know, a whole new thing to learn and all the rest of it, but I think the whole freedom of approach side of things, that you can approach problems in different ways and sold things in different
    ways, is very refreshing and it all sounds really exciting. Patrick, thank you so much for coming on the show, that’s been really enlightening, and I look forward…

    Patrick: a delight

    Paul: Yes, and I look forward to getting you on again, maybe to get into some specifics once WCAG2 is up and running. Good to talk to you.

    Patrick: Yes, super duper. Okey-doke.

    Thanks to Alison “Anna’s Mum” Debenham for transcribing this interview.

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    Listeners feedback:

    What are the key features of a CMS

    Hi Paul. Hi Marcus. What in your opinion are the important and fundamental features of a CMS, not such as the ability to create pages, but the add-on features that make a CMS better than other CMS’s around it. Thank you very much for answering my question.

    Interestingly Drew Mclellan was talking about content management systems at this years @Media. He had an excellent list of things to look for in a CMS. Some of his recommendations were…

    • Friendly URLs
    • Data Feeds(RSS)
    • Customisable and accessible administration interface
    • Well implemented search
    • Multi-site support
    • Multi-language support
    • Caching
    • Support for user generated content

    Interestingly some of the features he looks for (such as friendly urls) are not always required. He wants to see them there because it indicates best practice from the developers who built the system, not because he actually needs them.

    He also spoke in his presentation about the importance of not buying a CMS based on a wish list of functionality you might need one day. This will lead to unnecessary expense. It is also the problem with ‘off the shelf content management systems’. You end up buying functionality you don’t require and introducing additional complexity into the user interface. Perhaps that is the reason why both edgeofmyseat.com (Drew’s company) and Headscape have chosen to build their own CMS codebase, which can be customised to clients needs.

    If you are looking for more information on the selection of a content management system be sure to check out episode 24 where we dedicate the entire show to the topic.

    Is certification worth it?

    Chris asks: I’ve been working in web design for the last 5 years and am really looking to get into the more user experience side of things. I was wondering if you or our listeners knew of any qualifications or certifications that might be a good idea. Are they even worth the good idea in the first place or are they not worth the paper they were written on?

    As somebody who regularly recruits user experience designers I have to say that qualifications and certifications mean little. Sure, I like an employee to have a degree simply because it demonstrates a certain level of academic achievement. However, I don’t think that web specific qualifications count for a huge amount.

    What I consider important is example work, that shows your skills in user interface design. I want to see sites you have produced and for you to explain to me the underlying thought process that went into them.

    Given a choice between work experience with a high profile web agency or becoming a student again, I would recommend the former every time.

    119. Fluid Elastic

    On this week’s show Ed Merritt joins us to discuss fluid, elastic layouts and we take a look at PHP Designer, a feature rich code editor.

    Download this show.

    Launch our podcast player

    Watch the behind the scenes video

    News and events

    Harness the power of "frilly bits"

    I love watching design trends come and go on the web which maybe why I love Patrick McNeil’s Design Meltdown so much. One trend that has caught my eye is the move away from the Web 2.0. look to something more ornate.

    This style makes use of what can only be called "frilly bits". You know the kind of things, those swirls and ornaments buried in typeface sets but rarely used. They have been around for years, used by blacksmiths and typesetters alike. They turn up on everything from wedding invitations to architecture, and now it would appear, the web.

    One of the first sites I saw them was Cameron Molls blog. He is an amazing designer with a very ornate and delicate style (about as far away from my own as possible).

    Recently one of Cameron’s readers asked him where he sourced such beautiful ornaments and he has been kind enough to share 25 different sources of similar frippery.

    Unfortunately, simply knowing Cameron’s sources will not grant us the ability to design as well as him. However, it is an extremely useful list and definitely worth perusing at your leisure.

    The cure for content-delay syndrome

    Returning from the world of creativity to the realities of project management, our next post tackles the frustrating subject of clients failing to deliver content on time.

    Entitled the cure for content-delay syndrome this article addresses once again the subject of copy-writing.

    We have talked about the need for a copywriter many times before. I have encouraged you of the need to engage a professional to craft your sites copy, while at the same time struggling to convince my own clients of the need.

    The problem is that ultimately many clients believe they can write their own copy. After all they are experts in their field and know their own audience. Some argue that it takes as long to brief somebody as to do it themselves. When budgets are tight, these sound like convincing arguments and are hard to dispute.

    This post suggests that the answer in not to promote the use of a copywriter but an editor. An editor refines the clients text rather than writes it from scratch. This is considerably cheaper but still brings improvements in continuity, accessibility, usability and SEO. What is more, the client no longer needs to worry about the quality of his writing. Instead he can concentrate on "bashing it out" and let the editor improve its readability later.

    Its a persuasive argument and gives me hope that I might soon be able to encourage my clients to engage a professional to work on their copy.

    The roles of a web entrepreneur

    From the role of an editor to the many roles of a buddying web entrepreneur.

    We haven’t spoken much about developing web applications on the show (this is definitely something we should try to do soon). Traditionally web design has been a service industry and for the vast majority that is still the case. However, a growing number are looking to add a product line to their offering or make the switch entirely. Certainly this is something we are doing with getsignoff.com

    But what does it take to be a web entrepreneur and build web applications? Well, unless you have a lot of venture capital it requires you to wear a lot of hats as explained in this post on Think Vitamin.

    From marketeer to customer service representative, you are required to fulfil many more roles than you are used to. Its a challenging undertaking but the benefits are substantial. Get it right and you have a regular income without the overheads associated with a service based business.

    Intranets revisited

    Another subject that we have neglected on the show is intranets. They continue to grow in importance and yet have fundamental unresolved problems.

    In two great posts Gerry McGovern exposes these flaws including the tendency for intranets to become dumping grounds for information and their lack of decent search.

    Both posts in their own way focus on the fact that intranets should be about "getting things done". They should provide tangible productivity benefits but often fail to do so. Each post identifies a reason for this being the case.

    The first points to the way intranets are perceived. Many see them as an information repository. This appears to be a fancy way of saying "where information goes to die". Viewing an intranet in this way, McGovern argues, is to miss the point. We should only be distributing information if it aids productivity or encourages collaboration.

    The second post argues that intranets fail to aid productivity because information is just downright hard to find. In particular Gerry targets search but he also argues there is a wider problem of find-ability. Why is it he asks, that even in the largest of organisations nobody is dedicated to ensuring employees can quickly access the information they need to do their jobs?

    If you have an intranet or are involved in developing them, then these are an excellent read.

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    Feature: Fluid Elastic Design

    When it comes to planning the layout of your new website there are just three commonly used website layout structures to choose from: Fixed; Fluid & Elastic width layouts. None of these are perfect; each comes with its own advantages and disadvantages and in this weeks feature we have Ed Merritt with us to disuss them.

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    Review: PHP Designer 2008

    This week’s review is on PHP Designer 2008 has actually been submitted by Simon Jones of Zako Media. He writes…

    As a web business, I needed stable coding platform or IDE which would allow me to be as productive as possible. Money was no object so I researched everything available from open-source packages to expensive commericial software. I discovered phpDesigner from www.mpsoftware.dk and was blown away. It’s much quicker than Zend and has most of the same features. phpDesigner has all the usual code highlighting and auto-completion for PHP, CSS, HTML, Perl, XML, Javascript, along with easy buttons to tidy this code on the fly. We all know how hard it is to keep code tidy… now we don’t have to. phpDesigner also allows you to arrange files by project without disrupting the standard windows folder system. If you ever want to transfer away from this software, you don’t need to worry about compatibility.

    The smaller features I find most useful are: bracket matching, code explorer (to jump to functions, variables and arrays), code snippet library to store your most commonly used functions from project to project. Tooltip syntax reminders for PHP and rightclick to view PHP.net help page for that function. Finally it validates your syntax on the fly, without affecting performance… all other editors stalled, slowed and chugged away as they scanned the whole file every time a character was added. phpDesigner offers the same ability with very little processor time, as soon as you’ve finished a line, it hilights unobtrusively to show missing semi-colons, brackets etc. A more detailed error message can be accessed. This saves valuable Alt-Tab, Control-F5 time. (or for apple users, switch task and refresh browser) as you know the code is error free before you start.

    The software offers links to internal ‘browsers’ for phpmyadmin and php help, has an inbuilt ftp client or allows you to call an external one like filezilla. It helps integrate nicely with Smarty templates and works with phpDocumentor for instant php documentation.

    On the longer term projects, it has built in bug tracking information, project and global todo lists.

    One of the most important and major strengths with this software is it’s stability. It has a few issues sometimes closing down if it’s travelled through a laptop’s standby mode, but otherwise it has never crashed or lost data in the years I’ve been using it. mpsoftware is obviously passionate about this product as updates are available very regularly offering additional functionality and fixing minor bugs.

    This is by no means the full feature list, but more information can be found at www.mpsoftware.dk where they have a free cut down non-commercial version and sell the full version. Compare to other available software and it sounds expensive, but mpsoftware.dk is charging a ridiculously low €39 for a single license with further discounts for groups of 10.

    Thanks to Simon for that review.

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    Listeners feedback:

    Can you set up a web design company in the evenings

    John Bullock asks: Hello boagworld team, my name’s John and I’ve got a question for you. Basically I’m starting up my own web design company and I’m in what I think is an unusual situation of trying to do it along side my 9 to 5 job which has absolutely nothing to do with computers, it’s actually an engineering job so I actually have no chance at all to work with computers in my normal job. Now I know trying to set up a company alongside your 9 to 5, while obviously tiring, is a very sensible and safe way to do it, is it actually possible? Do you think it’s a realistic way of setting up a company or do you think I would have been better going with the freelance option? It’s great to have the show back after what seemed like a decade and keep up the good work.

    Yes it is definitely possible. In fact it is the way the vast majority of freelancers begin. That is not to say it is easy. However, it is the most sensible approach. If you don’t your options are fairly limited…

    1. Wait to be made redundant and hope you get a payoff
    2. Live off the kindness of friends and family (a guaranteed way of losing friends)
    3. Borrow money from the bank

    Personally, I am very much against borrowing money. It substantially increases the risk. If you setup loan free then you can get another job if things go wrong. With a loan you are left in debt and struggling to pay the rent.

    Build up a freelance business on the side and save the money to pay for the first few months. Also if you are able, land some regular customers. This will give you an existing client base to bring in much needed cash. At the very least you will have a portfolio of client work to show off.

    We were fortunate. The web design company we worked for folded. Although we didn’t get any redundancy payment we were able to take several of the clients with us. These not only provided valuable income in the first few months but also allowed us to attract other clients.

    Domain names

    Robert Prior asks: Hello Paul and Marcus, my name is Robert Prior and I am from Waco Texas, i’m currently a beginner web designer but in the future I would like to set up a small web design agency here where I live and my question is, when you’re trying to get the URL for your company name, how important is it to get different extensions like .net, .info, .tv are those important at all? Or do you just need to get the one main one like the .com name? Really enjoy the show, appreciate all the hard work you guys put into it and looking forward to future episodes. Thank you.

    In my opinion your domain name is incredibly important. You should definitely try to get the domain extension for your country and .com as well. We have never managed to get headscape.com but as the vast majority of our business is in the United Kingdom headscape.co.uk has been adequate.

    However a good domain is about a lot more than the extension. Personally I am not a fan of these new web 2.0. urls (flickr, del.icio.us, digg). They are hard to spell and hard to remember. In my opinion a good url should be a well known word (or words) even if not directly associated with your product. Headscape for example sounds more like a hair dressers than a web design agency, but at least it is memorable and easy to spell.

    Another common mistake is to go for a domain name with hyphens. This never works well as it is hard to tell somebody. For example "headscape dot co dot uk" is much easier then "head hyphen scape dot co dot uk". Also users often later forget that it contained a hyphen.

    The ideal domain is also descriptive of the site. For example we were blown away to discover getsignoff.com was available. It describes exactly what we do and is memorable too. That said more recent studies suggest that a brand name (Amazon.com) is more valuable than a generic name (books.com), so if you are forced to choose pick the former.

    Finally, be careful to avoid words with multiple spellings especially if working internationally. For example don’t choice a domain like colorTheory.com because it could equally be spelt colourTheory.com.

    Many claim that there are no good domain names left. Although it is harder these days getsignoff proves they are still out there. With a bit of lateral thinking (or using one of the domain suggestion tools) they can be found. There is no reason to start randomly start dropping vowels.

    117. Friendly

    On this week’s show, we review woopra, a google analytics alternative and we explore why friendly urls are so important and what tools are out there to help you set them up.

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    Information

    Fuel Conference

    Fuel is a one-day conference for entrepreneurs and marketers who want to make their companies, services and products truly remarkable. The conference is on the 13th June 2008 and tickets cost £195 inc VAT however for lucky boagworld listeners if you enter the promo code boagworld at the checkout you will get a £25 discount!

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    News and events

    The devil is in the detail

    We kick off the news with three stories that focus on the detail of web design. So much is said about design, usability, accessibility and other broad subjects. However, less is written about the small things. It is here that a good site becomes an excellent site.

    The first is a post on the list apart website entitled Zebra Striping: Does it really help?(1). Zebra striping refers to alternating colours on a table of data. It is a small thing, but a lot of us do it thinking it helps the readability of the data. But does it really? This post takes that theory and puts it to the test. The results are inconclusive but it is an interesting read anyway.

    The second story is about a new book released on the topic of web forms. It’s called Web Form Design(2) and as the title suggests looks at the much under-represented subject of creating a great looking, usable form.

    As I have said before forms make or break some of the most crucial elements of a website: checkout, registration, data input, and any task requiring information entry. This looks like an excellent read and I highly recommend you check it out. I will be.

    The final post that focuses on the detail of design is looks at pagination(3). It is a tutorial that explains how to code pagination semantically. It then demonstrates how you can use CSS to recreate the appearance of pagination on sites like digg or flickr. It is an easy read and ideal for beginners.

    Review crazy

    The next theme of the week is reviews. In particular Smashing Magazine have gone review crazy in two excellent (if somewhat excessive) posts.

    The first reviews 35 useful code editors(4). Of course, we can write our code with a text editor but that wouldn’t make for a very interesting post! Also we like those advanced features like auto complete, formatting and debugging tools.

    If like me you have been using the same coding tool for years, this article is worth a read. Things have certainly moved on and there is no shortage of choice out there. It might be time to change.

    The second review from Smashing Magazine only manages 25 applications. This time it is WYSIWYG editors(5). I guess this compliments the previous post very well. However, generally speaking I would warn against producing sites using WYSIWYG editors. That said they do have their place. They are useful to give to clients who want to maintain their own sites. They are also good for posting to blogs or other sites where the styling is already set.

    It has to be said that I personally code in Dreamweaver, which has a WYSIWYG component. I have been known to use it to find a particular part of the code I want to edit.

    A balanced look at flash

    Our final news item of the day is a post by Veerle on her blog entitled Does Flash irks me?(6). It is an excellent opinion piece that clearly lays out her feelings about flash. She explains how she decides whether to use it and dispels some of the misconceptions about the technology.

    Her post is very timely coming as it does a week after flash goes open source. It is balanced and her attitude very much mirrors my own (therefore it must be right!). If you view flash as the ultimate evil or alternatively refuse to code in anything else, read this post. It will provide a healthy dose of realism.

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    Feature: Friendly web addresses

    When redesigning boagworld considerable time was spent formatting the sites’ web addresses. Find out why so much time was taken and an introduction to the tools I used in this weeks feature

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    Review: woopra

    When it comes to website statistics Google Analytics dominates most of our thinking. However, there are some impressive alternatives. One I would like to introduce to you is woopra. I give my thoughts to woopra in this weeks review

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    Listeners feedback:

    Creating consistant colors

    Anna Joe Writes: I know that the colour of a website will look a little different on every monitor, but is there a profile setting that you use as an ‘average’ setting?

    Since I work on Mac with a Mac monitor, I’m afraid most people will see something radically different than me. I have read that Mac defaults are brighter than Windows. I’m using a lot of dark colours, so I am concerned about the site appearing too dark on the majority of computers.

    I have a list of colour settings provided on my computer… only one seems to have a Windows-related profile. It’s called ‘Nikon WinMonitor 4.0.0.3000′

    Do you have any suggestions regarding this issue?"

    I have to confess Anna, this was a subject I knew nothing about before your question. The way that I got around the problem was to look at any design I produced on as many different monitors as possible. To be honest, even after my research I would advise this as the best approach.

    View your site on a TFT and an old CRT monitor. Also check on laptops and under different operating systems.

    However, based on a bit of reading it would appear that the problem is to do with Gamma settings. Macs by default have gamma correction built in while PCs do not. This causes images (especially photographic images) which look good on a Macintosh monitor to appear too dark on a PC.

    Fortunately there is a tool that allows us Mac users to experience the horror of the PC world. It’s called gamma toogle(7) and can be downloaded for free.

    If you don’t have access to multiple machines for testing this would be the next best thing.

    Setting up an ecommerce site

    Paul East Writes: My girlfriend has come up with an sales idea that would require a simple store front application with the ability to take credit and debit card payments online.

    Have you any advice on where to start or any recommendations on store front applications?

    We’d like to try and keep start up costs low (we’d like to avoid paying a web designer, sorry!) and avoid eBay type stores if possible for that more professional look.

    We’ve done a little investigation on merchant accounts but could do with a good steer on the rest!

    Again this is not a subject I k
    now a huge amount about. Most of the ecommerce sites I work on are considerably larger. However, hopefully I will be able to point you in the right direction.

    First, for the best advice when it comes to setting up ecommerce sites big or small I would highly recommend the ebiz video podcast(8). These guys really know their stuff and in fact we had them on show 55 to talk about ecommerce basics.

    Second, in the past I have come across two simple shopping cart systems that impressed me. The first is FatFreeCart(9). This simple system can be integrated easily into an existing site. If you are only selling one or two items this is perfect. The alternative is shopify10. This is a little more sophisticated but incredibly simple to setup and run.

    Neither of the questions today are subjects I know much about and I am guessing there are people groaning at my advice. If that is the case, get in touch and we will put you on the show.

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    Review: Woopra

    When it comes to website statistics Google Analytics dominates most of our thinking. However, there are some impressive alternatives. One I would like to introduce to you is Woopra.

    Screenshot of the Woopra interface

    The first thing that sets Woopra apart from Google Analytics is that it is a desktop application. This is both a blessing and a curse.

    Live results

    One blessing provided by the desktop is the ability to stream live results to the application. You can see users moving around the site, watch as they click between pages and get detailed feedback on their location, history and computer configuration.

    Being able to watch users interact with your website in real time is hugely enlightening and tells you much more than Analytics can.

    Of course it would be possible to stream live to a website using Flash or AJAX but I am not aware of a stats package that does this.

    A rich user interface

    Another benefit of being a desktop application is the smoothness and richness of the user experience. From the constantly updating animated map to the interactive graphs and charts, there is something very immediate about the way Woopra works.

    User interaction

    Woopra popup chat message

    Not only can you watch users move around your site it is also possible to interact with them in much the same way as Live Person works.

    At any point you can select a user who is browsing your site and choose to "start a conversation". The user sees your message in the form of an instant messaging alert.

    I can see real potential in this, especially on ecommerce sites where users so easily abandon baskets. Being able to provide on-site customer support could be hugely beneficial. In fact it is a subject Iwrote about back in 2004 and I still believe it is an under utilised technology.

    Of course it could be horribly abused and terribly intrusive. However, it is an invaluable tool for some audiences such as the elderly or those with less online experience who require interactive help.

    The curse of the desktop

    Woopra is not without its problems. The desktop application is built in Java, which should ensure cross platform compatibility. However installation on a mac was incredibly painful, involving the use of a beta version of Java and fiddling with preference panes. I would hope things were not so bad for windows users.

    Another problem with Woopra is that it is currently in closed beta. Fortunately getting hold of an invite is not too difficult. I received mine in a couple of weeks just by using their online application form.

    Woopra is now available to anybody who wishes to signup and is entirely free.

    So is Woopra the perfect analytics tool? Probably not. However, I have abandoned Google Analytics for the time being in favour of the more interactive, rich environment of Woopra.

    115. sxsw

    On show 115: Lessons learnt at SXSW, Garett Dimon on form design and how to find usability test subjects.

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    News and events | Lessons learnt at SXSW | Garrett Dimon on form design | Listener feedback

    News and events

    Microsoft launches beta of Internet Explorer 8

    The big story over the last couple of weeks has been Microsoft’s release of Internet Explorer 8 as a beta. This has sparked a flurry of posts from various bloggers on the pros and cons of the new release. However the two that caught my attention were Kevin Yank at Sitepoint and Roger Johansson.

    In short, IE8 looks like an impressive update with significant improvements in standards support. It would appear we can finally say good by to HasLayout, while at the same time welcoming decent CSS table support. This will open up a lot of possibilities for layout.

    There are too many updates to go through here so I would encourage you to check out "what’s new in internet explorer 8" over at the MSDN blog. You might also want to look at the Internet Explorer 8 readiness toolkit that tells you all you need to know about the new browser.

    Designers agnst

    There seems to be a lot of designer angst flying around the tubes this week including two posts on A List Apart and one at ideas on ideas.

    As designers we seem to spend too much time fretting over the creative process, always looking for inspiration and techniques to improve the quality of our work. Andy Rutledge piles on the pressure in a fascinating article about creativity where he redefines the word. A second post on A List Apart twists the knife further by arguing that as designers we need to be superhuman obsessives, willing to work late into the night to produce the truely exceptional.

    It maybe the case that to be a truely outstanding designer we need to live in a world of unrealistic personal expectations. However, personally I like the down to earth reality of "Six suggestions that can make you a better designer." In this post Eric writes…

    Your project doesn’t have to do everything. It doesn’t have to win awards, make you look good, or have a wry subtext. Getting something simple to work is hard enough. Concentrate on the basics, and see if your idea holds up when shown to the audience.

    In my opinion there is too much written about being outstanding and not enough on just being better.

    Usability challenges associated with web applications

    The final story of the week is a post by Jared Spool. Jared is a truely exceptional usability expert and I can highly recommend his Podcast. He is also an excellent speaker that I had the pleasure to hear again this year at SXSW.

    The reason I mention him is because of a post entitled "3 important usability challenges for designing web applications." What I find so refreshing about this post is that it focuses on the web applications we all have on our sites rather than the trendy web 2.0. apps we hear so much about.

    Sites like delicious, gmail, of even the up and coming getsignoff (shamless plug!) are somewhat unusal in terms of web apps because the whole site is the app. Most web applications are a part of a greater whole. They are contact databases on corporate intranets or ticket reservation systems on airline sites.

    The challenges associated with these types of web apps are different from their trendier cousins and Jared addresses these problems in his post.

    It is definately worth reading if you have web applications on your site.

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    Feature: Lessons learnt SXSW

    Marcus shares his impressions of SXSW and the lessons we can all learn.

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    Interview: Garrett Dimon on form design

    Paul: So joining me today is Garrett Dimon. Good to have you on the show. How are you?

    Garrett: Pretty good.

    Paul: Now I have to say I’m really excited about having you on the show because I have to say I’ve become a bit of a fan. I’m sorry to admit this and I know it’s horribly embarrassing when people say things like this to you. But ever since you’ve released your website which so impressed me I’ve been kinda following your work since then, some of the stuff you’ve been doing. You’re everything I’m not. You’re minimalistic, you’re clean and considered and well thought through while I’m chaotic, over the top and brash. That’s why I’m attracted to your work I think because you’re the
    opposite of me.

    Garrett: Everything I do from my apartment and everything is just the less I have, the simpler things are, the better things seem to turn out for me.

    Paul: If only I could live that way. I’m just not… my brain just doesn’t function in that way. But that’s really cool. So I wanted to get you on the show to talk about forms of all things. It’s something that we’ve touched upon a couple of times in the show but mainly as passing comments in news stories and things like that. In actual fact a couple of the times we have mentioned it, it’s your name that’s come up. It seems to be something that you write a lot about from time to time. You see different articles popping up in different places. Why forms? What is it about forms that seems to attract your attention?

    Garret You know it’s hard to give an answer. I really don’t know. But in thinking about it probably my first bet is that I really don’t consider myself to be a designer per say in terms of the more traditional, more artistic design orientated type of visual designer. But with forms it’s more about the interaction design and the more logical aspects of design which are things that definitely work better in my head. So how do you write error messages; how do you label fields; what order do they go in; how should they be grouped; do they go on one page or two pages. Some of the more logical, more interaction issues. Then using what little design knowledge I have to supplement that and make it visually easier to digest the form and see and understand the pieces of it. Basically to me it’s basically the one thing that I feel like I can comfortably design and layout because there’s a lot more to it than just the aesthetics.

    Paul: Yeah that kinda makes sense. Why do you think forms are so important in a way? It’s obviously something you consider important but there doesn’t seem to be huge amounts written on the subject. What is it that makes them worth of that kind of attention as far as you’re concerned.

    Garrett: I think part of the reason is precisely because they don’t get enough attention. Any real attention you see to forms, I haven’t seen it recently but it’s how do you skin your forms to completely control how they look. Which to me is one of my huge pet peeves. It seems like such a waste of time. To worry about what the forms look like in the browser as opposed to how they actually work, I’m thinking if you’re going to invest the time worrying about how your forms looks it’s probably better to spend that time worrying about how they are going to work. Are you using the right form field for that job and some of the more critical things about forms. Really forms, especially now with web apps being what they are, forms are such a huge part of your everyday interacts. Things like efficiency, learnability, accuracy, all the vasts of usability that matter. It’s not just a matter of “Is this form efficient?”. Well it’s easy to make an efficient form but it’s not necessiarly going to be something that somebody else could learn and use or you might be able to learn it but will you remember how to use it next time you come back. Balancing all the different kind of vasts of usability that Nielsen identifies and really working them out so that you don’t dumb the form down so that it’s so simple that anyone can use it that it’s just a cumbersome process to fill out. Really kind of massaging it with all those things in mind.

    Paul: You’re right when you say that in the world of web applications certainly forms are amazingly important but they pretty much appear on every site. It’s hard to thing of a site where they don’t appear.

    Garrett: Well you think about a magazine site or anything like that where it’s more content orientated, it’s definitely a lower priority.

    Paul: Yeah but you’ve still got contact us forms and things like that.

    Garrett: Yeah, comment forms and…

    Paul: Ok. So you touch there on the fact that one of your pet peeves was the fact that people worry about the design of their forms rather than how usable they are. What over common mistakes are you seeing from people about how they design and implement forms?

    Garrett: I think there’s a whole slew of them and I think a lot of it is just worrying about the wrong things or not giving thought to things that matter. My main reason with the designing the form fields is that people are used to seeing form fields and what they look like in their browser, in their native rendering. Sure as a designer having pixel perfect control would be nice but I would hope that most of us who are now designing on the web would have forgone that state of mind where we have to have complete control over everything, it has to look exactly the way we want. A lot of time not only is it a waste of time but it actually hinders usability when those form fields don’t look like what someone expects a form field to look like or button for that matter. When the design becomes design for design’s sake it actually hinders usability in addition to just wasting time. When I initially started developing things it was all about consistency because consistency is easier to implement. If every form field looks the same, behaved the same, is the same size etc. it’s easier to implement because you use the same CSS and you don’t have to put as much thought into it. So while consistency is valuable there’s definitely an aspect of context that a lot of people don’t necessarily pay attention to. In some situations, I think 37 Signals have done a good job on this, they’ll make some fields larger than others relative to the size. In particular in Backpack, their headings aren’t just a form field they are actually bolder and look a little more like a header. They are a little larger font than the body of the note. It adds a little bit of context so that it’s more intuitive as to what the purpose of that field is. There’s a lot of different ways to do it. That’s just one of the more tangible ones. Basically the mistake being focusing too blindly on making everything consistent when there are appropriate situations to break the rules and use context to make some changes. Another one is just dumping a whole form onto the page without breaking it up into logical sections or groups. A lot of times people are afraid of making a form any longer visually because of scrolling. While you don’t want somebody to scroll 80 screenfuls, scrolling one versus eight screens is neligable.

    Paul: So you wouldn’t suggest splitting forms across multiple pages then?

    Garrett: Well there’s definitely context for that if it’s appropriate. Amazon is a great example there because you’ve got your payment screen and your address screen. It actually can be a fairly complex process but the time you’ve selected several addresses or updated an address, updated a payment method, changed the items in your cart. As you’re jumping around the different screen’s you definitely wouldn’t want all that interaction to try and be contained on one screen. It depends on the size of the form and the context of the form and how interactive it can be, how many potential branches off of that path are there to take. Another would be poor labelling. A lot of the time people label things. This goes back to just naming conventions in general. Just basic information architecture stuff. Whether it follows a corporate naming convention that may not be the right word for somebody that’s not inside the company wall or just simply flat out the wrong word for international [???]. Really anything. Just not putting enough thought into the label. The first thing that pops into your head isn’t always the right thing. Using the wrong kind of inputs so a lot of times whilst… and I have no idea in the world why people would do this… People who for instance who use checkboxes when they won’t use radio buttons and instead they write Javascript to control the radio button. Checkboxes as if they were radio buttons. Thinks like that where I just have no idea what these people were thinking in some of these situations. Just a lot of things like using a radio button or having a yes/no radio button where a checkbox could work. Multiple select lists which are an absolutely terrible interface element to use because a lot of people don’t know you can control+click. If there are small lines and you accidentally slip off that control key and click on a new one, it’ll select that new one and erase all your other selections in that list. There’s different things that kinda get abused and misused in situations where they really aren’t necessiary. A much simpler solution usually exists.

    Paul: Yeah. I’ve seen the radio button, checkbox problem and it’s always very amusing.

    Garrett: And vice-versa. Where it’s radio buttons and they try and make them checkboxes just because they think it looks prettier sometimes.

    Paul: How bizarre.

    Garrett: Which I guess is another great example – over using Javascript in forms. It’s one of those things. I don’t know where I heard it but the best description I ever heard of Javascript, Ajax or any of that stuff is that it’s really a spice. If you’re cooking you wouldn’t just dump a whole bottle into your pot. Or you wouldn’t start with a bottle of curry and dump it into a pot and say “OK, now what are we going to make?” You would decide what you are going to make and then think “You know this could really use a bit of curry here”. A lot of people just don’t use Javascript as a spice. It really starts to define the experience and in a lot of situations actually makes it worse or more confusing.

    Paul: I presume you would encourage some use of Javascript for example. Things like doing some client side validation as long as it falls back on a server side validation. That kind of thing.

    Garrett: Yeah absolutely.

    Paul: OK so let’s turn that question around. We’ve been talking very much about the mistakes that people make, but what advice would you provide people about approaching forms? What are the things that they should be doing rather than shouldn’t be doing? I know that in some ways this is going to overlap but is there a particular approach that you take?

    Garrett: One of the biggest things I guess is when ever; doing consulting for custom applications or things like that a lot of times we don’t realize that a lot of the complexity from forms comes from the complexity of the business. Whether it’s somebody doing markup or somebody designing a form, a lot of times you know if a business analyst or whoever creates these form requirements and says “here you go design this form.” It has 100 fields and this is out contact form and 80 of the fields are required. A lot of times people just say “okay, it’s my job to implement this. In my experience a lot of business analysts aren’t really familiar with principles of the web and what makes sense. A lot of times the real effort to creating a good form is in educating everybody else about what would be involved. Pushing back in situations like that. Not in a bad way but in a very professional productive way. “You realize that this is going to be a really bad contact form. Nobody’s acutually going to use it. I’ve even heard response like “That’s the point. If people contact us we have to take time a respond to them.” The problem isn’t with the form there, its with underlying things. Obviously that’s a little bit of an exaggeration. The idea is that the best place to start with forms and any kind of interaction like that is with the principles that are underneath there kind of guiding it. With the issue tracker that I am developing, I started out parring back the process of what’s the lifecycle of an issue. Trimming out parts that I didn’t think would really be necessary. I was just looking at it in the context of the lifecycle. I hadn’t even thought about what are the forms going to look like? How am I going to communicate this lifecycle within the context of the application? When it came down to the point when I had to explain how that actually worked, because I had trimmed the proccess and the lifecycle down so much, and it was only 3 steps really, I was able to translate that concept directly into the interface. If I had never actually gone and trimmed the lifecycle down and it had 6 different states that were very cross dependant and this state only is an option when you are in this state… It gets so complicated that even if I could express it in an interface, the code to build it would have been so absolutely unweildly that I could have never created a natural and intuitive inteface. So, I guess really challenging the underlying things rather than just thinking about the things on the surface. And then really just look at every form on it’s own. In it’s own light. What is the goal of this form? Should it be laid out like a traditional form? With one set of “label” “field” all the way down the page and a submit button. Should there be other buttons? Another thing when, I have a fairly consistent model that I am using when I am designing forms in my new application. The main form is for submitting issues and that one form is probably going to get 80% of the useage in this whole system. That and commenting. In the context of submitting issue alot of times you will be in a meeting capturing things as people are talking, capturing issues cause it’s an issue tracker. You want to be able to capture and issue, save it, and move on and capture another one really in kind of rapid succession. So I added an extra button at the bottom that I wouldn’t put on any other page, cause it doesn’t make sense, to save and add another. So it immediately saves that one and takes you back to the data entry screen. You can just continue in a circle and just keep on adding and adding. So really looking at forms and thinking about how are people going to be interacting with this? What are they doing in the real world while they’re using this form? Are they copying data from another application into here? Are they in the middle of a meeting just capturing items in rapid succession. What are they doing? Are they just quickly jotting it down from their iPhone? Understanding that context helps illustrate ideas and different sublte variations that you can do to forms and make them very very practical without adding a whole bunch of extra overhead on the implementation.

    Paul: I remember you wrote an article at one stage redesigning eBay registration form. When you wrote about that you talked about the fact that this is a registration form. It is a one off form, and all of the ways that that then informed the way that you built the form. How it affected the positioning of things, and the layout and things, simply because it wasn’t going to be a form that people were using again and again. That’s the same kind of context that you are talking about.

    Garrett: Yeah exactly. There’s always a different context to a form and it matters. It is easy to overlook it but that context, and really any design for that matter, context is so important but it is something that…I think that main reason that people don’t pay as much attention to context is because it requires a lot of extra work. A lot of times it’s easier, and it makes sense for kind of a first pass, to make every form look the same. It takes a lot more work to go through and re-invent the wheel every time you look at a form even though, re-inventing the wheel is probably a little bit extreme, to really give it some custom attention. Some tender loving care, just takes a lot more effort that lot of projects don’t have time for.

    Paul: You mentioned earlier 37signals that you liked some of the stuff that they were doing. Are there any other good examples out there of forms that you really think are getting it right and are worth us having a look at?

    Garrett: Probably the one thing that always jumps to my mind any time anybody asks me about forms is all of the work that Luke W is doing. I hate trying to butcher his name. The stuff that he is doing and hopefully his upcoming book is just really incredible. In depth. He’s done a lot of eye tracking research about label placement and button placement and he’s talked extensively about primary and secondary action buttons. All of his stuff is really incredible.

    Paul: So where can people find out about him?

    Garrett: I always just google for Luke W to get to his site. Functioning form is his blog. He’s the first hit for Luke W.

    Paul: I’ll add it to the show notes. People can get to it via that. That’s interesting. I must admit I hadn’t hear of him so I’ll definitely check that out.

    Garrett: He’s one of the, I don’t know his exact title, but he works at Yahoo and he’s got a plethora of presentations about form design and all of the kind of stuff. Really sharp guy.

    Paul: And he’s writing a book you say as well?

    Garrett: Yes he is for Rosenfeld Media. It’s due out early 2008.

    Paul: Excellent. So just to finish us off. A little bit of bile at the end of the interview. Is there any forms that you want to name and shame? Any site that do things really badly that we can all go and laugh at and sneer at?

    Garrett: You know that’s a very tough thing to do.

    Paul: (lauging) So many out there.

    Garrett: Well there are so many out there. But at the same time too there are a lot that seem like they could use improvement but they’re companies that are investing a lot of money and research to improving their forms. So I’m hesitant as an outsider, somebody who isn’t exposed to some of that data, to try and call them out, when they’re probably acutually right on the money. The top two that come to mind that I know are successful are eBay and Amazon. I think Amazon succeeds on the interaction design of their buttons and the flow of their checkout is natural and intuitive but I feel like a lot of their page designs, and it could be a very intentional thing in order to, although I hate thinking that Amazon would acutually do that, to kind of trap people and confuse them almost. If you look at each page in and of itself I think there is a lot of design things that they could make adjustments to that would make the pages easier to understand and comprehend at a glance. I feel like right now their design of their checkout process, or most of their site in general, is very busy and intense. It’s difficult to focus on one element because there’s so many elements. There is very little very intuitive page hierarchy within each page. And they’ve made leaps and bounds, watching the site evolve over the years. But, it still feels like there’s a lot more room for some design consistency for them to introduce. They’re slowly getting there. eBay is another one who, I know they acutually, I forget their CEO’s name, but she declared 2008 the year of user experience at eBay. They’ve acutually invested a lot in trying to improve their forms and really their user experience period. eBay is one that I’ve only successfully purchased something on there once and everytime I try to swim through there I get lost and just give up. Too me any situation like that is just begging for help. I think any form, even the best of the best, even 37signals, everybody is still learning. This is all so new that even the best forms have so much room for improvement. Even my stuff, I come a month later and say “what was I thinking there?” There’s so much work that needs to be done. I think that Luke’s work that he’s doing is probably some of the best and most important work that we’ll see in forms in the near future. He’s starting to really put down facts about what really is good and bad and why it is good and bad. Up until now most of us have just been pontificating based on “well this form is hard to fill out because of errors.” Or you know, the form breaks, or the error message isn’t helpful. Very obvious things. He’s tracking the much more subconcious things that until now nobody’s really dug into and made claims about. It’s kind of a cop out on your question.

    Paul: No No. You gave two example there and you gave constructive reasons why they should be improved or could be improved. No I don’t thinks it’s a cop out. You’re just so much nicer than I am. You didn’t go for the jugular that was the only thing. Garrett it’s been great to have you on the show. I think that you’ve given us some real good hints to get going I guess and make some imrovements. It was good to talk to you.

    Garrett: Yeah likewise.

    Paul: No doubt we’ll get to talk again soon before too long. Especially when you’re issue tracker comes out. We’ll have to get you on hear all about that.

    Garrett: Yeah. I’m hoping it will be sooner rather than later but it’s definitely tough to balance the feelancing and paying the bills and making progress on it.

    Paul: I know exactly how you feel, we’re doing the same thing at Headscape at the moment. It’s always difficult. Client work is so tempting because it pays the bills here and now.

    Garrett: Yup, exactly.

    Paul: Okay good to talk to you and we’ll talk again sooon.

    Garrett: Sounds good.

    Thanks to Lee Theobald for doing the transcription

    Back to top

    Listeners feedback:

    Finding usability test subjects

    Our audio question comes from Clare who asks…

    "Where do you find your test subjects for more formal user testing"

    It can be hard to find good test subjects and I am not aware of any agencies out there that source people for you (although I am sure somebody will correct me).

    I think it is worth stressing that finding users who match the demographic of your target audience is not a huge concern. As Steve Krug points out in his book "Don’t make me think" most problems are encountered by any user. That said, where possible it is good to find people that roughly match the specification.

    To be honest our approach it is very adhoc. It normally consists of both Headscape and the client scrambling around to see who you can find. The client often has "tame" customers they can ask and we fallback on family, friends and other clients for recommendations.

    I should also say my local church has been very handy! A church seems to have a good cross section of ages and backgrounds and an advert in the church newsletter often does the trick. Equally advertising in your local newspaper can attract people, but you have to be willing to pay for their time.

    Accessible tables

    This week’s email is from Daniel and takes the form of a recommendation rather than a question…

    "Could you cover the tips discussed in this article [about accessible tables]? I have seen a lot of tables on the web. Almost none of them uses any of these tips."

    The article Daniel is refering to can be found on the Opera developers site, which is a great resource covering all aspects of web development (not just stuff relating specifically to Opera). The specific post looks at how to markup data tables in an accessible format. Since designers have stopped using tables for layout they have become largely ignored. However, if not marked up correctly they can prove a real problem for speech readers. A simple table such as this…

    Day AM PM
    Monday Meeting Travelling
    Tuesday Free time Meeting

    …can become impossible to understand when read back because it is read in a linear fashion…

    Day, AM, PM, Monday, Meeting, Travelling, Tuesday, Free time, Meeting

    However, if marked up correctly it suddenly makes sense…

    • Day Monday AM Meeting
    • Day Monday PM Travelling
    • Day Tuesday AM Free time
    • Day Tuesday PM Meeting

    Great find Daniel. These are tips we should all be implementing.