113. Hiring

On show 113: Christian Heilmann on common Javascript mistakes. Marcus talks about hiring new staff and Paul shares his journey into screencasting.

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News and events | Hiring new staff | Christian Heilmann on common Javascript mistakes | Listener emails

A quick request. We are really in need of some more transcribers to help with the interviews we do every week. 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 me an email and I will add you to the list.

News and events

Highly extensible CSS

A while back Cameron Moll released a tantalising screencast of a seminar he was running on Highly extensible CSS. Website today need to be ultra-flexible, dealing with changing content, multiple devices, and user customisation. Cameron’s presentation aimed to teach designers and developers how to build interfaces capable of adapting to the unforeseen.

Unfortunately, I didn’t get the opportunity to attend. I was therefore excited to discover that Cameron is about to cover the same subject in a series of four posts on his website, all for free!

So far he has only posted the introduction. However I am really looking forward to the whole series. For now just check out the screencast and see if it excites you as much as it did me…

Video tools

Talking of screen casts I have actually been working on several myself at the moment. We are in the process of redeveloping the Headscape website and have decided to include a couple of demonstrations and presentations.

This means I have been in research mode and I thought I would share what I have found. Firstly, I have discovered a great screencasting tool called Screen Flow. This Leopard only software stands head and shoulders above anything else I have tried on either Windows or the Mac. It is amazingly easy to record and edit your screencast and has some great built in effects. My favourite feature is that it will capture from both a web cam and the screen at the same time. This allows you to cut between video and the screen or even overlay a video feed on top of the cast.

Once I had recorded my video I started to look for somewhere to host it. Although I would be foolish not to put it on Youtube where it will get the most exposure, I didn’t want to use Youtube when embedding on my site. The quality on YouTube is poor and you are limited over length and size. With this in mind I looked at a number of competitors. The winner for me turned out to be Vimeo. The quality is superb, they are much more flexible over length and time, but most of all they provide links to the original file and allow you to customise the interface.

So, if you are looking to create a screencast I highly recommend Screen Flow and Vimeo. Also, if you are looking for tips on how to make an engaging video then check out Ryan Caron’s tips over at Carsonified.

Microformat boost

The last thing I want to mention in this week’s news segment is the growing interest we are seeing in Microformats recently.

For a start Firefox 3 is going to have built in support for Microformats, which will be hugely significant in itself. However the guys over at Yahoo! are doing some interesting stuff in the area too. Yahoo! Micro Search is a new way of viewing search results that include all kinds of metadata including microformats. According to David Peterson at Sitepoint this could allow Yahoo to really challenge Google.

I am not sure whether that is true or not, but I do know it is a great time to start using Microformats. If you want to get started then check out Microformats.org or for you more advanced users have a look at this interesting demo of compound Microformats.

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Feature: Hiring new staff

Marcus shares his thoughts about taking on web design staff for the first time.

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Expert interview: Christian Heilmann on common Javascript mistakes

Paul: As I said at the beginning of the show, joining me today is Christian Heilmann. Hello Christian, how are you?

Christian: Hello Paul. Why it’s quite fun cause it’s Valentines day & I’m stuck with you as a date.

Paul: Well I’m sorry that you had to ah to endure me on Valentines Day but I’m sure you’ll survive. And um yeah… so basically, the reason that we’ve got you on the show today is we want to talk a little bit, a little bit about javascript. Now we’ve talked a lot of times about javascript before and it’s not a new subject, but I kind-of um… felt it would be worth touching on the kind-of common mistakes that we’re seeing a lot in the world of javascript at the moment. I think um… you know obviously javascript is very in and there’s load of cool stuff being done with it but not always in the wisest ways. Um… and then on top of that, so there’s this kind-of group of people that are doing quite advanced stuff with javascript with maybe not considering all the ramifications of what they’re doing. And there’s another kind-of group of people which are people like myself that go ‘Ewww… look at that, that’s cool I want to start doing things like that.’ And so you know a little, a little knowledge is dangerous as they say, and you know we’ve picked up books like Jeremy Keith’s scripting book and read that and now we think that we can, we can build javascript applications and are kind-of hacking things together. So I thought lets spend a few minutes looking at those, those kinds of issues. So um um… maybe probably a good place to start off if you don’t mind Christian is what advice you’d give to somebody starting to learn javascript so that, so that they kind of avoid some of these mistakes you know from the get go. What good principals, good foundations should they be working on?

Christian: Um… the main foundation is that javascript is a language in its own rights. It’s uh uh… you can not take any other knowledge and try to apply it on to javascript and this is where the two angles actually come where people that come from a higher programming language background trying to find the same principals that apply there inside javascript

Paul: Um hum…

Christian: Or people that come from CSS design background, basically think that it’s as easy as applying a CSS selector to an element that everything will be matched magically…

Paul: Yeah…

Christian: … and not realizing that there is an impact on speed and an impact on how the browser actually finds these things and what kind of mistakes the browser does. The main thing to remember about javascript is ah… there are many different ways of javascript, there are many different environments where it’s applied. So there is lots of really clever things being done right now with javascript, even on the service side and inside frameworks and inside API’s. But there’s also, in the end you would run it in a browser sooner or later. And if that’s where you are going to work the best advice is actually to not trust javascript ever and to actually um… enhance with it but not really rely on it.

Paul: Um hum…

Christian: So if there is a window print link, then this link should be generated with javascript and not just be an ‘href’ javascript window print because if somebody doesn’t have javascript or for some reason javascript’s broke, or the engine doesn’t work in your environment then you click the button and nothing happens. And there’s nothing worse than uh promising an end user something that you don’t deliver in the end.

Paul: Yeah.

Christian: The other thing is that uh… when you start from javascript, one of the first things to remember is that you should always learn the if statements and learn that they’re your best friend. Like never do: ‘apply something’ BUT IF ‘something’ THEN ‘apply something’. So if you…

Paul: Umm…

Christian: Try to access a heading with an ID for example, and then you don’t just do: HEADING ID ‘something’ = ‘something’… cause it might not be there.

Paul: Yeah.

Christian: So basically test for it, before you apply it. When you follow this principle through with all of your programming, this kind of defensive programming, then you will (we will) definitely write good javascript in any programming language really. Over the years when you get more and more experience you just learn more and more ways how the technology that you use fails…

Paul: Mmm…

Christian: …rather than actually succeeds. So you learn how to avoid the biggest pitfalls.

Paul: I mean, you always hear this thing don’t you about um… that not all browsers support javascript or that not all users have javascript turned on. I mean how real a problem is that? Is that being overly cautious to worry too much about that kind of thing or is it a real problem? Are there actually a lot of users out there that… that don’t have javascript for one reason or another?

Christian: It’s impossible to say. Its statistics and it’s a bit like flash. When you when you look at flash statistics and you hear like a 99% have it enabled on the Adobe side, then you’re like ‘Oh yeah really.’ because these are the only stats that you find…

Paul: Um hum…

Christian: …the company that delivers that is a bit like… yeah, I think that the Microsoft help pages with have a lot of hits from people with Windows.

Paul: Yeah.

Christian: So um… it’s not really a problem I don’t see the problem at all. I see the problem of people… uh, architecting and designing applications around the premise that javascript will be there, and everything will be happy and work.

Paul: Mmm hmm…

Christian: If you write your applications like javascript does not need to be there, but is nice when it’s there and actually makes it a lot smoother, then you don’t have a problem…

Paul: Mmm…

Christian: I don’t buy this whole argument of like… oh AJAX is so cool because we don’t’ have much traffic on our servers any longer. It’s like yeah, but you never know the environment that javascript is run in. It could…

Paul: Mmm…

Christian: …my mobile phone, it could be it could be an iPhone, it could be it could be an old browser. I just bought myself this eeePC that doesn’t have much memory. It’s uh… you can never expect the end user to actually cater their hardware to your needs…

Paul: Mmm…

Christian: So it’s pretty… it’s pretty unsafe to actually rely on it. So even if the statistics are ridiculously low, it doesn’t really matter because you don’t want to deliver a bad practice and deliver a bad experience to users.

Paul: Mmm…

Christian: And then there’s, of course, the SEO problems as well. If you have a navigation that’s dependent on javascript and doesn’t show anything – or you make elements clickable that shouldn’t be clickable, then you won’t have search engine spiders following these links and your sites won’t be indexed.

Paul: Mmm…

Christian: Same with accessibility. When you make something clickable that is not clickable by default, like a ‘span’ or a ‘div’ or whatever, then you can not expect a user agent actually to allow people with assistive technology or people that use a keyboard to use the same application because browsers are just not clever enough for that.

Paul: Mmm. So what about people, um… starting out as absolute beginners – what are the most common mistakes you’re seeing them make when they start out doing javascript?

Christian: A lot is copy and pasting and hoping that nothing breaks…

Paul: (Laughs)

Christian: …and ah… also um… a lot of it is skimming tutorials. A good tutorial writer will tell you a lot in the paragraphs between the code examples.

Paul: Mmm.

Christian: And um… just going through the code examples and trying to figure out what’s going there yourself and copy and pasting it does not really make you a good developer. This information was put there for a reason and actually explains you the smaller bits that you need to know about the language. ‘Cause most of the javascript errors that actually happen in the real world is not because you did a coding mistake, but because you made an application mistake that you expected a browser to do something. Or you expected an application to give you the right information back, where as you didn’t test for it. So um… I think trusting tutorials and uh… just copy and pasting code without actually knowing what it does is a very dangerous thing.

Paul: Mmm… Would you apply that same principal to frameworks? You know and not under… if you don’t understand what a framework is doing then it is probably best to avoid it.

Christian: Well it’s a matter of what it does. I mean uh… the last few years in web development have become a lot more transparent than before and that’s… Firebug is actually to blame for that.

Paul: Mmm…

Christian: It’s great because you can look at code that is generated by javascript or a backend application and you always know, you can always analyze the whole document ñ what’s doing on there if you know your Firebug. That’s another thing that I would actually tell any developer that would start with javascript to get his head around it’s like java… uh… Firebug is a great great way to learn from other people’s mistakes and also to monitor what’s going on in your scripts all the time. When it comes to library’s, that’s a bit of a different story because um… I had a bit of foot in mouth moment there when I proclaimed in the past that most library’s are bloated and unnecessary and um… now I am part of a library…

Paul: (Laughs)

Christian: …and uh I’m also I also talked to media AJAX to a lot of library developers and I realized that all the libraries do the same thing. All of them actually make the pain and the uncertainty that is browsers out there bearable for you.

Paul: Mmm.

Christian: So um… if you don’t understand what the source code of jQuery is, or the source code of the YUI is that does not mean that you shouldn’t use it.

Paul: Okay.

Christian: Other people have had that problem before you and loads and loads of people find bugs and submit bugs and help these libraries get better. So now a days if you are a new javascript developer I would basically say that you have learn the syntax, you have to learn the standards like what does DOM scripting mean, how does event handling work – but by all means if you go into a production please please use a library.

Paul: Oh okay.

Christian: Because that one take the cruft of all the fixing and uh… hacking that you have to do to make something work away from you.

Paul: Mmm.

Christian: It’s a matter of what you do. I mean if you’re doing a high traffic Twitter clone, or whatever, that runs an error application then you might have to these fixes – but you’re not necessarily going to do that as a new beginner.

Paul: Okay yeah… that that’s a very different opinion than I’ve heard in the past and it’s quite interesting to hear the other side of the argument. It’s good. So what about… what about dangerous people like me? So you know… where I knew nothing about javascript but I decided: ‘Yeah, I really need to learn this’. So I got a couple of books, I’ve read a couple of books and I’m kind of up and running but I’m not… you know I’m not a developer. I’m not somebody that’s an expert. You know… what other kind of common screwups you’ve seen people like me make?

Christian: Um… It’s tricky to say. It’s like most of the time, what these kind of people do is also try to solve problems that other technologies have with javascript.

Paul: Mmm…

Christian: Which is sometimes cool, but sometimes it’s also thinking about there’s a reason why that doesn’t work. So um… I mean the classic is… the classic is like rounded corners and things like that. There are loads of javascript rounded corner solutions which on the outskirt look like they are really clean solutions. This is also might be to put a class on a ‘div’ and to put a bit of javascript in and then everything has rounded corners and there’s no harm done.

Paul: Mmm.

Christian: That the javascript needs to inject a lot of HTML and probably is slow doing so. It’s the other side of the story it’s uh… I think people like you, that are just enthusiastic about it and basically want do it are not necessarily savvy of the implications that it has.

Paul: Yeah.

Christian: So the uh… the information that we need there is that we need a lot more tutorials on um… how javascript impacts performance. And we are starting with that already in the development network and other people are doing that as well, but there are lots of mistakes being done as well there. The other problem that I see with people that have just started with javascript, is they apply… they find one solution, they find one library then they become the biggest fan of that library then everything else is rubbish.

Paul: (Laughs)

Christian: And uh… that is a very dangerous attitude as well because you will not be, you will in your career work for different clients that will use different libraries as well. So you shouldn’t make yourself dependent on only one but understand what the benefits of each of them are and where you should apply them.

Paul: Um huh.

Christian: And how they actually make your life easier, or how they make your life less easy, than another competing product. So the implications there is that a lot of people use these newer libraries, or newer ways of using javascript, to actually make javascript behave like their favorite language or their favorite technology. That’s why people went nuts with every javascript library came up with the CSS selectors.

Paul: Yeah.

Christian: And that’s great because now I can go fifty levels deep in my CSS selector and the javascript finds what’s in there. While this is already an indicator that your HTML is not necessarily good structure

Paul: (Laughs)

Christian: …and it also means that if you change your HTML in the future you also have to change that path, or if you don’t change that path then your javascript will break.

Paul: Yeah.

Christian: And a lot of libraries break silently as well. So instead of just getting the error in your face that you’ve basically screwed up, you will not know what’s going on and will wonder what’s going on.

Paul: Mmm.

Christian: And when that happens that’s normally when people, like you, fire up emails to the library developers and tell them that their product is rubbish.

Paul: (Laughs) Yeah… I can’t disagree with that. That’s the kind of thing that I’d do probably. Um… what about, I’ll tell you the one thing that I’ve come across is that… I’m kind of competent enough to write functions to do a lot of the things that I need to do. Nothing really complicated, I couldn’t build anything too sophisticated, but you know enough to get me by. But then as I’m kind of looking at other people and what they’re doing um… a lot of them are using object orientated type techniques in the code that they are writing. There’s me hacking away with little functions and there seems to be some transition across object orientated approach when you kinda hit a certain level… you know why, what’s the benefits of that? Why do people take that kind of approach?

Christian: (Laughs) Um… It’s been very beneficial in other languages, and other environments, especially when the environment is rather sophisticated.

Paul: Mmm.

Christian: Then ah… you seen for example action script. Action script has been as much as a hacky javascript. Yeah, look what I can do if I do it this way language and now with the Flex frameworks, and Adobe opening up more and more to the java world, um… it’s getting more and more into structured ways. And the structured ways are hard to understand for somebody who is not from that background.

Paul: Mmm.

Christian: And I can safely say that, I’m not myself. So I um… I have a lot of problems with like properly, or massive structures, and frameworks. But when you see people do proper action script, for example, or do Rhino applications for the server in javascript, or some of the things that are happening with javascript 2… that there is a reason for that and the reason for that is the scalability is just so much bigger.

Paul: Right.

Christian: It’s uh… basically you can extend an object and I can reuse a class and I don’t have to worry about that. It’s like I start building these little small components, all of them in themselves tested and unit tested, and I know they work. And then I can build a bigger application from them.

Paul: Mmm.

Christian: Basically without really needing to know to test these things ever again.

Paul: Yeah.

Christian: That’s how things like PEAR and PHP and Perl libraries work as well. It’s people extending these kind of already existing bits, and bobs, rather than starting from scratch every time.

Paul: Mmm hum.

Christian: Most of the time for the little web development things that we do like the AJAX form or the Constentina navigation that’s not necessarily needed, but when you write a library for example, and it grows, like YUI is growing or like jQuery is growing as well… then you need to adhere to these standards ’cause otherwise everyone will just submit their own code in forms that are just terrible.

Paul: Yeah.

Christian: And there’s not much magic to it. I mean I get annoyed when I see javascript guys going on stage and saying like: ‘Well guys, this is a function and when it’s an object it’s a method and…’ and why should I know this? Well you should know this because you need to communicate with other developers as well sooner or later.

Paul: Umm hmm.

Christian: And these people speak that lingo and rather than you having to explain yourself for 15 minutes you could communicate in 3 minutes.

Paul: Mmm.

Christian: And that gives you more time for lunch break.

Paul: (Laughs) …or drinking…

Christian: So the worlds of hard core programming and javascript are actually getting closer and closer and seeing some of the things that browser vendors come out with and some of the other software that builds on web technologies that is being built at the moment, I don’t think that we can actually rely on our being the cool cookie web developer anymore.

Paul: Mmm.

Christian: It’s a bit like we have to have broaden our horizons the same way that backend people have to broaden their horizons when it comes to using javascript, but you can only make someone understand your problems when you understand how they tick.

Paul: Mmm.

Christian: Otherwise you start preaching to the choir.

Paul: Yeah. Okay here’s the last question to wrap up with. I’m going to open it up and let you rant uncontrollably. What are the worst mistakes that you’re seeing at the moment made with javascript, just generally.

Christian: Uh. The worst mistakes that I see are that people write little scripts for tasks over and over again.

Paul: Okay.

Christian: The same task and I see them actually tying the interface a lot to the javascript. So…

Paul: What do you mean by that?

Christian: Instead of making a javascript that actually creates the things it needs, there will be HTML that is just not necessary where the is not javascript available.

Paul: Okay yeah.

Christian: So instead of starting with the proper HTML and CSS structure, you basically have this whole gumph of HTML because there’s the javascript to clean it up anyways.

Paul: Yeah.

Christian: So um… basically the main tip is you will never ever be able to replace a proper HTML structure. It doesn’t matter where technology is going because technology will go away from that sooner or later, but at least a human could actually go there and see that there is a structure.

Paul: Mmm hum.

Christian: And that there’s a way to convert this to something better in a second step. If you’ve created a lot of spaghetti code with like HTML and javascript mixed in and lots of little scripts in there, then you will never be able to convert that to something better in the future and this is what we’ve been running in circles for years and years. We’ve never been improving things, we’ve just been fixing things and adding little bits, and bobs, to it.

Paul: (Laughs)

Christian: The other thing that I keeps seeing is well the fan boy thing, about javascript libraries and of the academic way of some people measuring javascript. You have all these like, I mean there’s people that spend like weeks finding different javascript includes and script libraries and measuring how fast they are on their computer…

Paul: (Laughs)

Christian: …generating twelve thousand objects and trying to put them on dominoes. Show me the application that needs that done, then your comparison actually makes sense.

Paul: Yeah.

Christian: It’s the same as CSS. You have like ’10 Most CSS Tricks That You Never Knew’ or ’10 Most Beautiful Naviagations’. It’s like list blog posts digging their way through the internet.

Paul: (Laughs)

Christian: And it’s the same way there right now, like I can appear immensely cleaver if I just put loads and loads of effort comparing things to each other. Instead of saying ‘this’ means use ‘that one for this one’ and ‘use that one for this one’ cause the benefits of that one library is ‘this’ and the benefits of the other library are ‘that’.

Paul: Yeah.

Christian: It normally is like, ‘Oh yeah… that library won.’ or ‘All of the others are bad’.

Paul: Yeah.

Christian: And that’s never the case.

Paul: Hmmm.

Christian: We have to get away from this putting things together randomly and making up an application, to a proper web application design and I’m going to be in New York at the end of the month, no actually beginning of next month at AJAX Worlds and my talk there will be about how to do javascript design and javascript architecture of big applications.

Paul: Mmm hmm.

Christian: That’s going to be quite interesting feedback from the audience I’m quite sure about this, but it’s a matter that we grow up, we actually have to grow up as web developers and take our stuff serious and actually make sure that we don’t build for ourselves – but we build for the guy that comes after us cause that will always happen as well.

Paul: Yeah… and that’s really good advice.

Christian: If you think like that, then you will never write bad code and sometimes people just have to suffer that themselves before they start doing it.

Paul: Mmm.

Christian: It’s always clever to think of yourself as the javascript god that can do things better anyways, but some times it’s good to leave your superhero skills in the corner and just do something that works and that’s understandable and spend some time documenting for the next guy that has to take it over from you.

Paul: And I think that applies to everybody you know people, even people doing HTML or CSS or server side stuff thinking about the next person is, yeah, hugely important.

Christian: Yeah.

Paul: Thank you so much Christian. That was very useful and I really appreciate you taking the time to come on the show on Valentine’s of all days. Good to talk to you Christian and we’ll speak soon.

Christian: See you soon. Bye.

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Listeners email:

Rolling out new features

Our first listener comment is from Alex who has come up with a clever little approach for educating existing users about new features…

I just listened to show 112, where you mentioned Christian Heilmann’s javascript walkthroughs. These walkthroughs reminded me that I wanted to do something similar for our website, except I wasn’t able to squeeze it in before the deadline.

My workplace decided on a total revamp of their website, and the final design had some substantial visual and navigational changes. Among other changes, disparate logins had been consolidated into one login button. Of course, now we had the problem of habitual users; because the website hadn’t changed for several years, how do we now try to avoid several hundred support calls asking where the logins have gone?

Well, the obvious solution is to not make such drastic changes. Going for evolution, not revolution and whatnot. Failing that, is something like Christian’s walkthrough popups. However, these would still show up for new users, for whom this information would prove totally useless.

Here’s the solution I had planned:

A couple weeks before the new site or feature launch, we use javascript to set a cookie. This accomplishes two things: 1) we target people who have javascript, so we know the popups will work for them, and 2) we’ll know they were at this page *before* we changed the design or added a feature. Now, once we launch, we check for that cookie using PHP (or other server-side scripting). Why do this on the server side? Well, it lets us avoid even inserting the popup code for people who don’t have the cookie. If the cookie exists, we can then delete the cookie (so they don’t see the walkthrough again), and then insert the walkthrough divs and javascript.

Even though I didn’t get a chance to implement it, maybe this will help other people prepare for site overhauls.

What a great idea Alex. Existing users rarely like sudden changes to the sites they use regularly and often need a lot of help making the transition. This is an excellent way of doing that without confusing new users with unnecessary information.

Content management and CSS

Our second listener contribution is a question from Adrian…

Thank you very much for the show – it has been so helpful!

I have been given the job of creating an Intranet site for a small business. After listening to your shows I would love to create this website using webstandards and have been learning CSS. As well as this it is important that the users of the site can modify the content via a CMS.

So my questions are; can both of these things be satisfied? Also is it possible to design the website using webstandards and then “plug” a CMS into the already created website?

It is definitely possible for content providers to update content built using CSS. In fact it is easier, and allows the designer to maintain more control over the design. Traditionally content providers had to make all kinds of design decisions when adding content. If they needed to add a heading they had to decide what that heading looked like. If they wanted to make a piece of content stand out, they would pick a colour and font size to make that happen.

However, when a site has been built with standards the content provider doesn’t need to worry about what content will look like. They simply say this is a heading by defining it as an H1 and the CSS will decide how to style this. Equally to make something stand out they mark it as strong and the style sheet does the rest. Simple.

The only problem is that some content management systems do not have WYSIWYG editors capable of supporting this approach. They are still focused on giving the content provider design control. Fortunately there are editors out there that do think in this way. A good example is xstandard although there are others. These can just be dropped into your CMS.

Finally, it is certainly possible to plug standards based code into a CMS. Infact, it is actually easier because the style and content have been separated. A content management system is (as it name suggests) primarily concerned with content. It doesn’t care about how that content is styled. Nothing makes integration easier than nice clean meaningful markup, unencumbered by formatting.

HTML snippets

If you are part of a web design team or skip constantly between projects, then you might want to consider an alternative approach to writing your HTML.

At Headscape efficiency is king. If you are efficient, you increase profit margins and keep prices competitive. You can only charge as much as the market allows. If you want to increase your profits you need to complete projects faster, while avoiding lowering quality.

As part of our efficiency drive we identified 4 problems…

  • Designers have to work with each others markup. We all code in different way and this creates a learning curve when a project gets passed between designers.
  • Integration HTML markup into server side applications was time consuming. Because designers coded in a different way and change their markup for each project, it was time consuming to apply that code to web applications like our in-house content management system.
  • Designers were constantly reinventing the wheel. Each project was built from the ground up with little reuse of markup across projects.
  • It was confusing switching between multiple projects. In order to ensure the most efficient use of time, designers are expected to work on several projects simultaneously. Unfortunately, switching between project is confusing because each had different markup.

We required some way to standardise tour markup.

Templating doesn’t work

At first, we produced templates for the different types of pages. For example, we had news listing, text and FAQ templates. Although this worked, they were not very flexible. As soon as the content or functionality began to deviate from the norm the templates had to be heavily customised. This undermined the benefits they provided. They also didn’t allow flexibility of design. Although content and design should be separate, it rarely works that way. Sometimes content needs to be marked up up in a particular order. Other times extra divs are required. The templates didn’t accommodate either scenario.

We needed a more flexible approach.

Using snippets

The solution was HTML snippets. Content such as news listings, forms, navigation and FAQs appear in a vast majority of websites we build. By coding these in a consistent way each time they appear, we solve all of the efficiency problems mentioned above.

Take for example news listings. Most news listings look the same. They have…

  • Title
  • date
  • link
  • description
  • and sometimes an image

Because of this consistency you can code in the same way each time. Content will change, each will have its own unique id and sometimes an element might be dropped (e.g. the date or image). However, fundamentally the snippet is consistent

This consistency allows…

  • A designer picking up the code to instantly understand what is happening.
  • A developer to quickly integrate it with server side code because the integration is consistent every time.
  • Pages to be built faster because you are dropping in pre-generated markup

In affect all the designer has to do is build an HTML framework. This consists of the overall containers (main content, secondary content etc.) He then drop snippets into that framework in whatever order he requires.

However, the benefits don’t stop there. You can also associate CSS with each snippet of HTML.

CSS fragments

If your HTML snippets are consistent, you can also build up a library of CSS fragments to support them. Take for example our news listing. Not only does it often contain the same content it is also often laid out in the same way. The image sits to the left while title, date and description sits next to it on the right. Because we know what the markup looks like, we can create this layout as a CSS fragment that can be dropped in whenever this HTML snippet is used.

We are not limited to a single CSS fragment per HTML snippet. Over time you can build up a variety of different CSS layouts for each snippet that can be used as the design dictates.

This approach provides a huge productivity benefit as the HTML and CSS can be built up in a ‘pick and mix’ fashion. However, you can also take the principle one step further and apply it to Javascript.

JavaScript functions

Each HTML snippet can have associated Javascript functions. These can be dropped in just like CSS fragments. These functions carry out common behaviour associated with that HTML snippet.

Take, for example, a FAQ snippet. A common behaviour with this snippet is to only display the answer when a question is clicked. Because we have consistent code in the snippet, it is easy to build a function that works with it and can be dropped in as required. Where possible keep your functions generic and not tied to a particular HTML snippet. However, where that cannot be done, we have standard HTML that allows us to reuse functions across projects with no editing.

Conclusions

In many ways this approach is a cross between microformats and frameworks and so in itself is not groundbreaking. However, from an efficiency standpoint, the impact is overwhelming. Without a doubt it will speed up development times and allow you to turn around projects quicker.

111. Utopia

On show 111: Designer and developer work together in utopian harmony. Two great listener reviews and Aral Balkan announces the biggest online web design conference ever.

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News and events

Fixing your product pages

I want to kick off this week’s news with an article on Think Vitamin which I missed when it originally come out back in November. It is a post by Amy Hoy providing some basic advice on user experience design, focusing in particular on product pages.

Amy starts by giving some basic tips. These include…

  • Be nice to your users and customers (and potential customers).
  • Design as if your main goal is to inform and educate.
  • Be honest and forthcoming.
  • Help your users and customers to do what they want, not what you want them to do.
  • Be consistent with your message and quality of service (and I’m including software design here, folks).
  • Scientific, measurable “usability” doesn’t necessarily make for a good experience.
  • Good design makes people feel good.

She then moves on to look at specific examples. She compares the product download pages of Opera and Firefox. This is a fascinating insight into what can go wrong with user experience design.

What I particularly like about this article is Amy’s engaging writing style. She is incredibly personable and her writing really drew me in. It is a long time since I have read a post word for word.

Being inspired by newspaper design

I often talk on boagworld about looking beyond the web for inspiration. Too often as designers we look at other websites, when we should be looking to art, architecture and the world around us for inspiration.

Admittedly this can be somewhat of a stretch at times. It’s not always easy to see how a piece of art or kids toy can inspire a website. Many of us don’t even try as a result.

How about starting with an easier comparison? This week I came across a superb post that looks at award winning newspaper design and it really excited me about the possibilities when I finally get around to redesigning boagworld.

I think we have a lot of learn from newspaper designers and in many ways there are a lot of similarities. Both web design and newspaper design rely heavily on white space and grid layout. Both have to deal with large amounts of written content. Both have to copy with constantly changing content. The list goes on.

Take a few moments to read this post, even if you just look at the designs. It will definitely inspire you.

Using browser history to improve the user experience

My final news story of the day is an interesting idea centred around a users browser history. Niall Kennedy has proposed a technique where you could use CSS and Javascript to display content based on what sites a person has previously visited.

Although I am not sure I like the idea of websites snooping through my browser history, it does provide some ways of improving the user experience. If nothing else it can remove some of the clutter from our websites.

Let me give you an example of how it could be used. A website could check your browser history to see if you regularly used digg.com. If you did then it could post a “digg it” button. If not it could be hidden away. The same principle could be used to show only a RSS subscribe button for the specific news reader you use, rather than showing them all. The possibilities are endless.

Whether you can see an application for this or not, it is still a very impressive and clever idea. Definitely worth investigating further.

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Feature: Designer and developer in perfect harmony

In this week’s feature Marcus is looking at the working relationships between web design teams. He brings together a few Headscape employees to discuss how to ensure a good working relationship between all parties.

These are the roles that we look at and who represents them in Headscape:

  • Requirements analysis, information architecture development (consultancy) – Marcus
  • Design, templates – Leigh Howells and Paul
  • Technical development – Rob Borley
  • Project management – Charlie Allen

These are the issues we covered…

  • What are the things that really make a project work well for you?
  • From the other perspective, what are your pet hates?
  • Designer and developers – should clients be able to talk to you directly?
  • Most projects have a habit of their scope creeping. How can that best be avoided?
  • At Headscape we use a number of different tools to manage projects. How do these tools work?
  • Particularly with designers and developers, we have set up ‘buddy’ systems. How does this work? Is it effective?
  • Some projects stall or go on hold for a while. Are you able to just pick up where you left off?

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Expert interview: Aral Balkan on Singularity

Paul: So, joining me today is Aral Balkan. Hello Aral.

Aral: Hi, Paul. How are you?

Paul: Not too bad. It’s been a while since we’ve had you on the show.

Aral: It has been a while. I’ve missed it.

Paul: Uhm, so yeah, basically, I’ve been keeping a secret from Marcus. Which is I stoically refused to tell him what Singularity is all about.

Aral (laughing): Was he curious?

Paul: He was.

Marcus: It’s something to do with Star Trek, isn’t it?

Aral: Well I am a big fan, but no.

Paul: So why don’t you tell him what Singularity is all about.

Aral: Well, Singularity is going to be the world’s first large scale online web converence.

Marcus: Okay.

Aral: In a nutshell, that’s what it is.

Paul: So, I mean how does this work from a technology point of view, from an organizational point of view. Tell us a little bit about how it’s going to be organized.

Aral: Uh, sure! Well, basically it’s a web conference, so in terms of topics, it’s very eclectic. We’ve got a really cool group of speakers who have confirmed already, about 24 of them, from all parts of the web really. We have web standards people. We have JavaScript developers. We have artists who work on the web and they’re going to be presenting their sessions online. It’s going to be streamed through a custom interface built in Flash, based on the Flash platform, using technologies like Adobe Connect which used to be called “Breeze”. It allows the real time streaming of audio, video, and also sharing of interactions or objects through the web. Beyond that, we’re also going to have a very local character to it with local hubs where people will be able to gather and watch the audience and interact.

Paul: Oh, ok, so it…

Aral: I mean, watch the conference and interact.

Paul: Right, so people will actually get together as well, because that was one of my questions. One of the best thing about conferences is meeting up with people.

Aral: Definitely! The bit that I don’t like is the travelling. It’s being stuck in coach next to someone who’s, you know, not feeling too well or is kind slumping onto your seat or having the hotel from Hell experience that I’m currently having over here. (Paul laughs)

Aral: Don’t even get me started on that. There was techno music until 2 AM from the bar downstairs.

Paul: Nice!

Aral: Well, it was refreshing in the morning, though, because the shower went from boiling from freezing back to boiling and kept doing that. So, yeah, I think this is going to hopefully take the best parts of what attending a conference means, and maybe leave some of the bits that aren’t as great.

Paul: Are you going to leave it for local groups to set up local meetings or is that something that you can organize centrally?

Aral: I want to see it as decentralized as possible. I am talking to a few venue sponsors, potential venue sponsors. We’re talking with Yahoo at the moment. The BBC, I’m talking with Ian there. There are very interested and very excited about it. But, beyond that, I want it to have a grass-roots character. So, we’re already getting people volunteering for regional areas. I’ve called them Ambassadors. We have an ambassador from Bristol and there are people from Singapore, Mexico, all over, that are very interested in volunteering. So, we’re probably going to have regional volunteers and ambassadors who organize local groups, user groups, to have meetings around Singularity, where attendees can go and join and hopefully take it further, you know, add a local character to it.

Paul: OK, let’s cover some of the basics. How many speakers are you looking at, first of all. Let’s start with that.

Aral: Okay. We’re going to have a little over 100 hundred speakers.

Paul: Wow!

Aral: So, yeah, it is actually a large web conference.

Paul: Yeah.

Aral: And the that its online.

Paul: So when… how long is this going to be over? You know, if you’re going to have 100 speakers…

Aral: It’s three days.

Paul: It’s going to be over three days…

Aral: And it’s multiple track.

Paul: Multiple track, okay. That’s what I was going to ask.

Aral: And I think one of the things, just cut you off there, with uh… it is multiple track, but everything is recorded.

Paul: Oh, Okay.

Aral: So, its presented live and we’ve got some really great ideas for making those presentations a little bit more interactive than you can get in the real world. But, it will also be recorded. So, if you do miss something on the day, you’ll be able to watch it later.

Paul: Cool! How are you going to deal with things like time differences? Are you going to have it going 24 hours? Or, how are you dealing with that?

Aral: Well, initially, I was thinking about having it 24 hours. Just because it sounded really cool.

(All Laugh)

Aral: You know? “Three days! Twenty four hours!! One hundred plus speakers!!!” But then I thought about it. Especially the local meet ups. I want those meet ups to have a BarCamp-like character to them, you know? Where people can stay over. And I didn’t want the conference, the somewhat one-way part of it taking up part of the day.

Paul: Right…

Aral: So, I think it would be nice to have the presentations during the day and then after that, leave time for people at local gatherings to create their own sessions to talk about what they’ve been listening to, to add to it, to localize it for themselves in a matter of speaking.

Paul: Sure.

Aral: You know, to have, to do things to tell you the truth, I have no idea what they’ll come up with, which is great.

Paul: So, when is this scheduled for? What are the dates that people should book for it?

Aral: Well, we finally have dates. We’ve been going back and forth internally before we announced, but it’s the end of October. October 24th through the 26th.

Paul: Okay, that sounds good. And do you know a price yet, or are you still working on that?

Aral: Well, the pricing we’re still working on, but I think we’re going to be very positively surprised by the pricing. We’re actually working to get it even lower than we initially thought we wanted it. And we’re working closely with certain sponsors and we’ll definitely be announcing more about the sponsorship that we have as they become official, but some of our sponsors are interested in keeping the ticket price low as well and supporting us.

Paul: So, how many people are you expecting to attend this conference? Have you got any idea of what you’re aiming for?

Aral: Well, my conservative estimate right now is 10,000.

Paul: WOW!

Aral: And that’s based partly on past experience. We did 2 one-day open source flash conferences using similar technologies, for which we got about a thousand attendees at each one. Those were much smaller. One day, three or four speakers. My conservative estimate is that this will be about ten times the size of that.

Paul: That’s amazing. I mean that will be really cool to, you know, if that comes off. Are you trying to get a range of different speakers? Are you covering any particular areas of web design or are you going as eclectic as you can?

Aral: Well, the tagline that I was going with initially was that Singularity would define web 08. And I’m kind of trying to get people away from using version numbers when talking about the web. We’re getting away from using version numbers when talking about software because you know the moment you slap one on its outdated. So, I think maybe using the year would be easier because you’d at least know that you’re talking about a definite stat of time. So, my initial idea is that it would define Web ’08, and as such, I’m trying to get as eclectic a mix of speakers as possible. And also, I see that there is a lot of overlap with which to send applications for example. There’s a lot of overlap over what people using AJAX are doing and then traditionally web standards people are getting interested in applications as well. So, I want to have a real mix. I also don’t want people on the Flash platform to be excluded, as they sometimes are. But, this is definitely not… that’s not the focus of the conference.

Paul: So, where can people find out more about this? I mean obviously, some people are going to want to be signing up. Obviously, you can’t do that yet, until the price has been set. So, is there any kind of way (

Aral: Of course.) they can express their interested or find out more information or whatever?

Aral: They definitely can. The site is “singlularity08.com”. You can also get to it from “singularityconference.com”. And, basically, we have a blog there and you can express your interest. You can email me directly as well. My email address is “[email protected]”. Or just email my private address at “[email protected]”. Yes, so definitely, if you want to be kept in touch when we do release information, but there is also an RSS feed that you can subscribe to on the site.

Paul: Cool! Well thank you very much for coming on the show.

Aral: Thank you for having me, Paul. And of course you’re speaking.

Paul: Well, yes, of course. That goes without saying (Paul laughs).

Aral: Are you excited? Have you decided what you are speaking about?

Paul: I have not a clue yet, no. (Aral laughs)

Aral: Have I just put you on the spot?

Paul: Yes, totally. Thank you very much. (Aral laughs) And its going to be a weird one. It’s going to be a different way of speaking and so you kind of need to tailor what you’re doing to approach. It will be interesting.

Aral: Exactly. And we’re going have dry runs and we’re going to try out the interface as well.

Paul: Cool.

Aral: And maybe tweak it for different types of presentations. We just have so much potential with what we can do.

Paul: Mmmm. Yeah.

Aral: Because, we can actually control the medium. So, it’s really exciting.

Paul: Excellent! Excellent stuff! Really looking forward to it and we’ll get you back on the show closer to the time to see if we can drum up a bit more support for it. Excellent stuff. Thank you for your time.

Aral: Sounds great, Paul. Thank you so much.

Paul: Alright then.

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Listeners email:

An alternative wireframing tool

A few weeks back I talked on the show about wireframing tools. Not long afterwards I received an enthusiastic email from Wen talking about a product called OverSite. He was so passionate about the product that I thought we should get him on the show to talk about it. This is what he had to say…

I’ve been catching up on my episodes of BoagWorld, and I just recently listened to your discussion about wireframing. As a UI designer, I completely understand the importance of mocking up a UI, and testing the mockup, before ever launching Photoshop.or Dreamweaver. So I thought I’d provide a review of a wireframing tool that I use, called OverSite. I haven’t seen many other tools out there like it, so I figured you and your listeners might find it useful.

OverSite is a shareware application that runs on Windows as well as Mac OS X; I use the Mac version myself, but am able to exchange OverSite files back and forth with my PC-using colleagues. OverSite lets you create a full or partial representation of your site structure: all of the sections and pages that make up your site. You can do this in one of two ways. The first way is fairly predictable; you add one section or page at a time by clicking a button, entering a name in a popup dialog, and clicking OK. The second way is fairly clever. You open a window that OverSite calls the Rapid Structure Creator. There, you type out your entire site structure in one text area, putting line breaks between sections and pages, and using indentation to indicate nested levels. Then you just click OK and viola! OverSite generates a tree depicting your entire site structure.

At this point, you can dive into your wireframing. Each page contains its own wireframe canvas. You can place the usual widgets on the canvas: buttons, textfields, checkboxes, images, etc. You can also place basic geometric shapes like circles, rectangles, lines and stars on the canvas. Each component can be individually styled; you can also create global styles that apply to all components, or to components of a specific type. OverSite also lets you create what it calls composites, which are complex elements that are made up of individual widgets.

Let’s say that you have a search form that will appear on a few different pages. You can create a composite representing this form. The composite might contain a few labels and text fields, maybe a checkbox or two, and a couple of buttons. If you want, you can tell OverSite to automatically draw a border around the form elements. Once you’ve created that form composite, you can drop it into your wireframes where ever you want it.

OverSite does lack built-in, complex widget types, such as tables. You can create them out of the widgets that OverSite does provide, but it would be nice for OverSite to create them for you.

While each page has its own wireframe canvas, so does each section. The purpose of a section’s wireframe is to create elements that will appear on all of the pages within that section. For those who have used server-side-includes, it’s kind of like that. As an example, say you had a navigation bar that should go on the top of every page in your Products And Services section. You would create that navigation bar once, in the Products And Services wireframe canvas. Then the nav bar will appear in every page within that section. In addition, OverSite provides tools to modify that nav bar in specific pages, for example, to change the color of a specific link in the nav bar when you’re actually on the page that that link refers to.

Static wireframes are fine, but I prefer being able to test the interaction between screens before I actually build the site out. OverSite lets you link any widget or composite to another page. If you don’t want to do the work yourself, you can also tell OverSite to auto-generate a simple navigation bar. Then, you can use OverSite’s built-in web browser to test out your site’s navigation.

Another useful thing I’ve found is OverSite’s notes. The notes functionality lets you provide details about specific widgets. That way, when you print or export your wireframes, you can include more information to whomever you’re handing them off to.

As an added bonus, OverSite will also create a graphical sitemap based on your website structure. You can tweak the appearance of the sitemap… the operative word being “tweak”. Fonts, colors, spacing, and icon sizes are under your control, but not much more. Here’s where I think the application could do better to allow you to fully customize the sitemap. Still, it’s created automatically for you without your having to lift a finger, so that’s something. Plus, the sitemap can be exported into a number of formats: GIF, JPEG, PNG, PDF, Scalable Vector Graphics, and others.

Once you’ve finished your wireframes and want someone else to be able to play around with them, you can export them as web pages for non-OverSite-using people to click-through. You have two options here: export your stuff as pure HTML, or export them as imagemaps. The trade-off between the two is fairly obvious: pure HTML will provide you web pages that looks more “real world”, but won’t look exactly like your wireframes do, and they’ll look different in different browsers. Imagemaps ensure that you know exactly what your pages will look like, but it’s typically not going to look like a real web site.

As a UI designer, OverSite’s become a pretty indispensable tool in my software arsenol. You can get it at the developer’s website.

A vertical rhythm calculator

In the same show we also had Jason Beaird talking about vertical rhythm (among other things) and this promoted an email from James. He wrote…

Hi I’ve been listening to your podcast for about six months now and really enjoy the mixed style of content and witty banter.

With all the talk of CSS vertical rhythm and em based layouts I thought I would point you in the direction of a vertical rhythm calculator that I built in Flex to help people work out all of those nice em values. My own site has been developed using the same principles with all typography and measurements set in em’s for an elastic layout. I am developing an AIR version that has an integrated browser so that you get visual feedback of your calculations, I remember one of the John’s comment on how useful such a tool would be on the fabulous Rissington podcast.

I have checked it out myself and have to say it is very impressive. What is more he has now created that desktop version. Check it out.

110. The mighty Meyer

On Show 110: Eric Meyer on version targeting, the business benefits of usability testing and do I have to have a blog?

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News and events

Before we kick off the news section today I should point out that I actually link to many more articles, tutorials and news stories than I ever include on the show. If you go to boagworld and click the links in the header you can receive all of these posts by either email or RSS.

CSS reference library

Raise your hands if you have ever used the W3 School. Okay put your hand down now because you are looking kind of stupid. For those of you who didn’t raise your hands the W3 School is a comprehensive reference sources for almost every web language around. It really is very impressive.

The problem is that it doesn’t provide the nicest user experience. If you are looking for CSS reference information then a possible alternative is the new Sitepoint reference section. At the moment it only includes information on CSS however they are obviously looking to expand.

Its design is a lot more attractive than W3 School and although it is not as comprehensive it will provide you with all the latest information on CSS properties including CSS 3. It also provides you with an indication of which browsers support that property.

Stay on :target

Talking of CSS 3 there is an interesting article by Brian Suda over at Think Vitamin entitled Stay on :target. Target is a new CSS pseudo-class being introduced in CSS 3. Although it has yet to be implemented by Internet Explorer it is supported by many other browsers.

Essentially what target does is allow you to style a target element in much the same way you can style on hover. So when you click on a link that goes to a fragment identifier (what used to be called anchor links) then it styles that fragment.

So for example a good use of this attribute would be to highlight the content that you have just been jumped to (like the fade to yellow technique) or to hide and show content when the user clicks on a tab.

Of course many of you might be asking why I bring this up when it isn’t supported in IE. Well, not only is it an interesting glimpse into what is to come, it can also be used right now when the functionality provided isn’t crucial. For example you wouldn’t want it to hide and show content but it might be okay to highlight linked content with it.

Read the article and you can see the potential yourself.

Search behaviour patterns

Another article worth reading is Search behaviour principles over at Boxes and Arrows. This article looks at how people search and the different types of searchers there are. It also looks at what things affect the way people search and techniques that can be used to accommodate their approaches.

As I have said before on this show, not enough attention is given to search and this article will really get you thinking about how to better accommodate it. Best of all there are still a lot of hints that can be applied here even if you are lumbered with an inflexible search mechanism that cannot be customised or tweaked.

10 principles of effective web design

Talking of search usability brings us nicely on to our final story of the day which is a post from Smashing magazine. We haven’t mentioned them in a while but this week they are back with another top ten list. This time it is the 10 principles of effective web design.

Personally I think it is a misleading title as actually the post is about basic usability techniques. That said, it is a very good list and contains some really solid advice. It also contains lots of examples which really helps you get your head around the issues.

I don’t think the post has a lot to offer seasoned usability testers but if you have always avoided the subject in the past then this is a nice simple starting point.

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Feature: The profit and loss of usability

We have looked at the subject of usability testing relatively recently on the show and have mentioned it countless times before. However, never have we taken a step back and asked the fundamental question: why is usability testing important? This week we look at how usability testing can be presented to clients and dispel some of the misconceptions about it.

For more detail on what we cover read my post The profit and loss of usability.

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Expert interview: Eric Meyer on version targeting

Paul: So on last weeks show we discussed Internet Explorer 8 and some of the plans Microsoft have for it and joining me this week is Eric Meyer. Hello Eric, good to have you on the show.

Eric: Cheers, hello.

Paul: Cheers, very British of you.

Eric: I try to localise my content.

Paul: Yes, very good. Most impressed! We’ve got Eric on the show really because this whole news surrounding Microsoft and what they were planning to do was broken on the A List Apart website, in 2 articles, one of which Eric wrote. The reason I think I wanted to get you on the show to talk about it is because I was kind of struck by the honesty of your article that a lot of what you were saying was very much ‘I really don’t want to like this idea but…’ kind of attitude. Which is the kind of attitude that I think goes down well with the people that listen to this show. So I was wondering Eric, could you kick off by giving a brief explanation of what it is that Microsoft are proposing doing, just so that we’ve got a bit of an understanding of it?

Eric: Um, well pretty much what they’re proposing is that Internet Explorer, Internet Explorer 8, and in the future will recognise a single element, a meta tag which can be used to say ‘This is the version of Internet Explorer that I want you to act like’ so that Internet Explorer 11 can act like Internet Explorer 8 did, or Internet Explorer 7.

Paul: Right.

Eric: So the idea basically is well they call it Version Targeting so that you can have your page actually targeted to a certain version of Internet Explorer even if newer versions have come out.

Paul: Ok. So, I mean at face value that sounds very much like browser sniffing, which is obviously something that has kind of become considered bad practice. How does it differ?

Eric: Well my perspective is that it differs because it actually reverses the direction of sniffing. Browser sniffing To date it has been a case of authors trying to figure out what browsers they want to sniff for and what should happen as a result. This was sort of the reverse side of. It would be the browser sniffing the page to say, ‘What do you want me to do?’, at least in the case of Internet Explorer. It should be clear that Microsoft has so far as I am aware anyway not proposed that anyone else has to do this, or that this has become any part of any sort of standard. They’re saying if it is what we want. This is what we’re planning to do on the browser. So they have the same echoes. I really feel like they are not the same thing. There are a lot of people who disagree with me but they are really very different because one of the reasons that browser sniffing by authors has become viewed as a bad practice is because it becomes fragile over time. First of all there’s a case of people saying ‘If this is Internet Explorer do such and so’, and they don’t consider that there might be a version this version of Internet Explorer that might change what I’m trying to work around. Another reason is that people make guesses about what will be in user agent strings which is usually what people browser sniff on and sometimes those guesses turn out to be wrong as when Safari first came out its user agent strings had the phrase White Gecko in parenthesis.

Paul: Yeah.

Eric: A lot of people had done browser sniffing scripts that looked for the word Gecko so all of the scripts thought that Safari was Mozilla, Firefox or whatever and so some of them broke. In a way it is hard to fault the authors because how are they supposed to know a browser from Apple, not based on Gecko, would have the word Gecko on it’s user agent string and yet that happened so this would be much more controlled it seems to me were it would be browser saying ‘What do you want me to act like?’ and that’s the other reason this has varied from browser sniffing usually tries to predict the future, whereas this version targeting that looks like it will happen in Internet Explorer it actually has to predict the past which is inherently easier to do.

Paul: Why has Microsoft decided to take this position? It seems to me like in some ways they’ve created a rod for their own back in the sense that they are producing I don’t know, Internet Explorer 11 and in that has got to be the rendering engine for 10, 9, 8, 7 and all the way back. Is that not just a lot of work on their part? What’s driving them in this direction?

Eric: I think it will be a lot of work on their part. I do not believe that the idea is to have completely separate rendering engines for each of those browsers, but to have effectively if then else statements in the rendering engine or cases or switch statements for a little more program language savvy. The reason that they’re doing this is that they really have a problem, well they have a dilemma, and they need to get out of the dilemma. The dilemma that they face is basically this: There are a lot of pages out there both on the public web and in private intranets that were developed to IE6 or IE7 let’s say and weren’t developed in an open standards way they weren’t developed the way a lot of people in the standards movement develop sites which is to code to the standards and then figure out how to work around the problems that they encounter. If you have an intranet, a massive intranet site, and your company standard is IE7 the default tendency is to develop it to IE7, you use behaviours that are not correct according to the standard, but are the way that IE7 acts. You have all these past mistakes which every browser makes past mistakes. IE7 it can be argued has made more mistakes than others, not an argument I want to get into. They have that situation where there’s this large legacy of pages. So they can’t have those break for a number of reasons, many of them business reasons, actual monetary reasons but at the ground level you could look at it as if the browser changes enough that those pages start to break it becomes a bad browsing experience for users of that browser. At the same time, the Internet Explorer team would like very much to improve their standards support. They did this for IE7; they fixed a lot of things. They went more towards the updating the browser and didn’t worry quite as much about breaking sites, and they got into quite a lot of trouble over it both internally and externally. There were people who took on the task for breaking the web. We’ve been here before as an industry back in 2000. This is how DOCTYPE switching became to be because the first few iterations of IE and Netscape did very badly at CSS support. They tried and more power too them but Internet Explorer got the box model wrong. Netscape got so many things wrong that they had to junk it and start off with a new browser. So DOCTYPE switching was basically invented as a way of being able to say ‘Given these criteria render pages the way they used to be rendered and give them these other criteria go the more standard route’. From the Microsoft prospective this is like a super DOCTYPE switch except in this case instead of hinging it on a DOCTYPE they’re hinging it on information about what the browser version is.

Paul: Yeah. It is interesting when I first heard about this and I first read your article and the other one on A List Apart, my initial reaction was oh no all this feels wrong and indeed which is what in the sense you said that you went through when you were writing the article and then we actually were discussing it on last weeks show with John Oxton and John Hicks, the same kind of thing came out that we felt very uncomfortable with this and we were reflecting on a lot of things that were said including Jeremy Keith who made this point of you’re actually in a position where you’re actively having to tell Internet Explorer 8 how to behave like Internet Explorer 8 and not IE7, which seems a bizarre set of circumstances but since then I’ve been thinking about it a little and I’m struggling to come up with a reason that I really object to this beyond a principle of the thing that I feel like I shouldn’t agree with it but I’m having trouble articulating why I guess. What kind of things are you seeing? You must have seen a lot of objections come up when you are brave enough to step up and say what you did on A List Apart, I’m sure there was quite a backlash. What kind of things are people saying and throwing against this?

Eric: Well I can see quite a few objections.

Paul: *laughs*

Eric: Well one of them is an objection that Jeremy brought forth which I think I am glad that were talking about that which is that the default behaviour is to default to IE7 as I understand. So when IE8 comes out, if it doesn’t see this version target meta tag in a page it will assume that page is to be treated as IE7 would have treated it, which again completely reverses what were used to. What were used to is when a new browser comes out the page will be interpreted according to the latest and greatest unless you’re using a quirks mode DOCTYPE switch but anyway, it’s bizarre, and yet I did go through the same thing when I first saw it I was like &#”;What!&#”; *laughs*

Paul: Yeah.

Eric: Good old WTF basically.

Paul: *laughs*

Eric: And when I first saw this it was at the beginning of January when Aaron Gustafson submitted the first draft of his article, I hadn’t actually heard about this before then, and I started arguing with him about it in the A List Apart editing forum and very quickly came to realise, &#”;Why am I objecting to this?&#”; and I took the time to step back and say &#”;What’s the deal here?&#”; and that’s were my article came from with the two of us going back and for and it was like, could you write an article about that because that’s what a lot of people are going to go through. So there’s the default behaviour, you have to have the meta to have the latest and greatest, yeah, I would like to see that changed, I would like to have Internet Explorer act the way browsers always have because that’s what I’m used too, but at the same time I have to be realistic about the problems that they face, that I was explaining before.

Paul: Yeah, because that wouldn’t solve their fundamental problem which is that people that aren’t aware of working to the latest standards aren’t going to be aware that they have to put meta data in there pages either.

Eric: Right, so people have said that Microsoft, of anyone, are in a position to educate people who are not aware of the need to do that one thing and that’s the point I made when I was talking to a member of the IE team about this. There are other objects that I think mostly have been related to that for example Bruce Lawson posted just in the last few days, the default behaviour means that from an accessibility point of view any page that doesn’t have this meta tag is stuck with IE7′s accessibility support which apparently is not were it should be, so he’s made the point that freezing pages to IE7 in the absence of any other information freezes them in this inaccessible state, I’m not an accessibility expert so I don’t know how best to categories that but, will have accessibility problems and keep them for years and years as opposed to, ya know, as accessibility problems improve in Internet Explorer, getting those benefits and that a very real objection and a very real concern, and I think one that needs to be made to the Microsoft people because accessibility is very important. There are other objections from the javaScript community, it’s actually been interesting in the javaScript community, there’s been a real dichotomy, there have been some javaScript library authors who’s been like &#”;Yes! Finally, thank god somebody is talking about versioning!&#”; right, and there’ve been others who have been like &#”;Oh my god, are you kidding, libraries will have to support all these backwards engines&#”;.

Paul: Yeah.

Eric: Again, I’m not an expert to know what side of that certain dichotomy I would come down on, in my own blog posts I’m saying, wouldn’t you just use object detection and not worry about what the version number is?, but I guess that doesn’t fully address the problem, or at least that’s what I’ve been told. Again it’s something that needs to be figured out, because there have been some fantastic javaScript libraries and fantastic things that can be done with those and if this is a move that will hamper the growth of that field then that’s something else that would also bother me. There’s also the security objects, the idea that every backwards versions that you have your complicating your ability to keep your security holes closed, that’s the kind of thing we’re I have to say &#”;Look that’s down to the browser maker to figure out&#”;.

Paul: I guess that the problem with the whole default behaviour thing is how badly it’s going to break things, how many sites are going to be broken if the default behaviour was the latest browser and how badly are these sites going to be broken, are they going to be unusable? Are we talking about some small changes? I guess there are a lot of websites out there as well that just aren’t supported at all, content has been put online, nobody is checking them, nobody is checking when a new browser comes along, and if when IE8 was released and those websites became completely inaccessible and unusable then obviously there’s a big issue there because your loosing vast amounts of content on the web. I guess a lot of it is unknown entities at the moment isn’t it? It’s guess work.

Eric: Yeah. There’s a lot of guess work and that’s part of the problem, I think if we knew, if there were some kind of statistics, like if the IE team were to come out and said we built a version were the default behaviour was latest and we tested it against these 1000 QA sites and 20% of them broke, 5% were completely unusable, that would be one thing, or if they said we tested and 2 sites were broken, you could still read them but they look a little weird, that would be different and nobody does really know and at least nobody outside of Microsoft and maybe not even them, I don’t know if they’ve done that kind of testing yet. And, I’m sorry, there is one other objection that come from a couple of other browser manufacturers that this is in affect, anti-competitive, whether it’s meant to be or not, but it has that effect because Internet Explorer has such a large market share they have to worry about what it does and so to them it becomes a lot harder to do that, so if they are going to keep up this effort it’s going to become a lot harder to do in this version targeting world after a few releases, of course the question is whether they would need to do that or not and there’s a lot of debate about that, there are people who are like, &#”;Just stop, stop making reference to Internet Explorer and just let it strangle itself to death&#”;. I don’t want to get into all the back and forth that’s happened but that is another objection.

Paul: I guess, is there some danger here as well that once you’ve got this version targeting in place Microsoft could go off on some complete tangent and start introducing all kinds of proprietary functionality into their browser that isn’t supported in the other and we end up in a situation were we’re having browser wars again with different browsers implementing different proprietary tags and stuff like that, or are we truly beyond that do you think?

Eric: Umm, It is certainly a risk and how much of a risk influences were people stand on this. I don’t see that personally as being much of a risk, because yes, the Internet Explorer team could introduce a load of proprietary properties that let an author change the colour of the browser kernel right or replace the backwards and forwards buttons in the browser, whatever, and if nobody else supports that, I think those efforts will largely support them strangling themselves, I mean, colours scroll bars we don’t really hear about anymore, people will still do them, but nobody else really cares.

Paul: Yeah.

Eric: So, I would not claim to be smart enough to see everything that could possibly be done but I think in a lot of ways that might not be a bad thing, because it would let Microsoft experiment with less constraints, they can do initial implementation of things that are in CSS3 and if the behaviour of those things changes, in a later version they can fix what they did, they can change to match the spec, and then still have backwards compatibility for pages that took assumption of that, there are people that would say &#”;Well they should never implement anything that hasn’t been completely nailed down&#”;, but that doesn’t really work, because one of the ways that you get yourself out of the candidate recommendation stages at the W3C is to have implementations and the only way to have implementations is for someone to implement them and if they find out during that phase, and this is what the candidate phase is about, if they find out in that phase that such and such property that has been specified, doesn’t work in the real world for whatever reason, they’re then able to go back and change it, but in the mean time if your Internet Explorer and 11′ty billion pages have been implemented to your particular version of the property.

Paul: So, you wrote this A List Apart article that went out of the 21st of January, and we should probably say that we’re recording this interview on the 29th of January and it’s not going to go out for another week, so things might move on in-between but there’s obviously been a lot of discussion since you released that article, have your views really changed in any way, are you still in favour of this approach or have there been more concerns raised that have made you doubt it?

Eric: Hmm, I’m still in favour of the general idea, the implementation I’m a little less, I guess I would say I’m more agnostic about, but the general idea of backwards compatibility so as not to break sites, whilst still being able to change and improve and fix the browser I’m all in favour off. The default behaviour still bothers me, and I’m still having trouble working out if there is a case of honest to goodness technical reasons or it just feels wrong, there has to be something, how’s it’s gone about is a different question, if the IE team and the people that they have to answer to effectively can be convinced that having the default behaviour switched and then educating people whole want to freeze their sites, on how to freeze there sites using the meta, they can be convinced to do that and that that will fix the problems that they face then I’m all for it. Accessibility concerns do bother me and I think that that’s another argument in favour of switching the default behaviour but at the same time I also have to recognise that switching the default behaviour, as you said earlier, from a certain prospective, completely negates the entire reason to do this, given a certain set of circumstances if they’re going to switch the default behaviour it might almost as well not even do it. Again though that also depends on how much breakage on how many sites and what kind.

Paul: Yeah.

Eric: The other unknown that we’re facing here is we don’t yet know just how different the IE8 behaviours are compared to IE7, we have a clue in that we already know that there’s an internal build of IE8 that can support the ACID2 test, which they weren’t even really very close too, well I guess that depends on who you talk to, but they didn’t support it before so in or to support ACID2 they have to have things like generated content with CSS which we completely don’t have in IE7 they have to have fixed some of there parsing bugs and so on and so forth that hints at a very large change, an even bigger change than that between IE6 and IE7, but we don’t know at this stage, it could be, and this has been one of my objects to ACID2 or one of my discomforts with ACID2 over the years, it could be that they’ve just implemented exactly the things that were needed to ACID2 work and not more, which is the wrong way to go about supporting ACID2 and I don’t know that they’ve done that, but it’s possible. So I may be that it’s not such a huge change, but those things came about as sort of a broader push towards implementing more advanced selectors and fixing bugs and implementing area content and really pushing into the areas of CSS2 that they don’t support and the areas of advanced CSS modules that they don’t support yet, then that could be an enormous change and in that case there’s more chance of them breaking a ton of sites if they don’t have a mechanism like this in place to deal with them.

Paul: So I mean in some senses, after discussing this for however long we’ve been discussing it, there’s very little at this stage that we can really do about this, for the average web designer, Internet Explorer 8 isn’t going to be out in the immediate, one presumes and even when it does we’re talking about relatively minor changes that they’re going to have to make to their site, I guess the biggest immediate concern is maybe how you think about building sites at the moment, do you worry so much about things like progressive enhancement if maybe the way that Internet Explorer works in the future, I guess they’re still good principles.

Eric: Yes, absolutely they’re still good principles and that is how I have developed sites and will continue to develop sites and really I think what it comes down to here is who’s going to have to add the meta tag.

Paul: Yeah.

Eric: Is it going to be people who do forward development, ya know forward compatible development, is it going to be standards aware developers or is it going to be people who aren’t in that sort of craft. It’s not fair in a way, that the people who have been doing things in the right way will have to take that on, but on the other hand it could well if you look at the numbers, there are a lot less of us.

Paul: And in some ways we’re much more equipped to do it.

Eric: Right, to understand why it’s needed and how to do it the right way and when not to do it for that matter.

Paul: Yeah.

Eric: Because when you develop a site for someone and it seems like a one off and they really not going to be keeping it up, you might want to keep the meta tag off because you know that that will default to IE7 and that’s what you want or you might explicitly include it because you want it to default to IE7 and IE8 or ya know on my site if this happens I’ll probably use the edge keyword of IE equals 1024.

Paul: Yeah.

Eric: So I’ll always get the latest and greatest and so that’s for me personally, but for a client I would have a much harder time justifying that because clients don’t care if it’s forward compatible development or not they just care about whether their site works and will continue to work right and so the point has been made, as you did, that in a lot of ways people who are sort of more clued in are better equipped to take this on as opposed to somebody’s grandmother who uses Dreamweaver or whatever to put together a site for her poetry circle and this happens all the time, they don’t even look at the mark-up let alone would understand why this would need to be done why there would need to be some kind of meta tag, first you would need to explain the concept of tags etc, etc, etc.

Paul: I mean a lot of these people don’t even realise that there are multiple versions of a browser, or indeed that there are multiple browsers.

Eric: *laughs* And those are also issues that will need to be faced, somebody is going to have to do this. A lot of these advances that IE8 seems to have ready to go as indicated by passing the ACID2 test may well have to come back out.

Paul: Yeah.

Eric: You can always back changes out of a code base and that really seems to me to be the dilemma and I’ll want to say again, there are people who reject that as being the choice, there are people who feel very strongly that that isn’t in fact a choice, even if you except that’s a choice that they should keep the changes in but be willing to break sites because sites always have to be updated anyway and that’s how browsers have always done it, so there’s a large amount of history that says that can happen but browsers can still advance.

Paul: We will see won’t we, that’s what it boils down to. We will have to wait and see. Okay, Eric, thank you so much for coming on the show and talking that through, it’s an interesting area and I think it’s an area that will have significant impact on how things develop in the future, so it’s good to have your perspective on it. Thanks very much.

Eric: Paul, thanks for having me on, I really appreciate it.

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Listeners email:

Basic CMS options

As in last week’s show I so badly bastardised the name of our textmate reviewer, I decided it is only fair to allow him another go this week. He asks:

I have a friend who wants me to build a website that they can update. They don’t know how to write HTML or CSS. What is the best way to solve this problem?

The obvious solution is to use a content management system of some type. Indeed this is something we have covered before on the show back in show 24. If you were building a relatively big site that needs constant updating, then I would definitely encourage you to check out that episode. However if your needs are simpler a full blown CMS might be overkill. In such situations you should consider a simple blogging system like WordPress.

One final option maybe to use a tool like Contribute. That way you could build a nice simple static site but your friend would have a WYSIWYG tool to edit it.

The importance of blogs

Our second question is from Lauren:

My question is about starting a blog. Right now, my nights are filled with homework, but once I complete my program, I can truly dedicate my time to building my portfolio. Are blogs really that important now? I don’t know if I can come up with meaningful content to make my blog stand out. Does this mean that I won’t be able to find a good job in the industry without one?

You talk about a portfolio and blog as if they are separate things, but I would suggest they should be combined. As somebody who regularly hires web designers, I have to say I find portfolio websites frustrating. At worst they show me some pretty pictures, at best examples of fully functional websites. However, what they don’t tell me is the thought process behind the designs. Why did you choose the colors you did? Who is the target audience and how did this affect the design?

A blog can also be used as a portfolio but allows more depth into the designs you are presenting. Also, a blog allows you to link to other content on the web and express your views on that content. This shows me as a potential employer that you are well read and interested in what is out there.

As a student looking for your first job I wouldn’t expect your blog to include new CSS techniques or innovative approaches to user testing. However, I would like to see examples of work fully explained and evidence that you are reading other web design sites and have opinions on what you are reading.

107. Running to keep up

On show 107: What should you be learning about in 2008, Jason Beaird on web design basics and how to deal with portfolio pages.

Download this show.

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News and events | Where to focus in 08 | Jason Beaird on design basics | Listener emails

News and events

Setting expectations

Our first news story today is an article on working with your clients. Specifically it focuses on the subject of setting your clients expectations and clearly communicating with them.

We all work for somebody. We all have clients in some form. Whether our clients are other companies or simply our boss we all know the feeling when they seem to expect something which we believed we never promised.

This article looks at two ways of managing this kind of scenario. First be diligent up front. As the article says…

Setting expectations isn’t difficult, or mysterious, but it does take time and you have to be diligent about it.

Second it suggests being consistent. That doesn’t mean you are inflexible. It means that you need to be consistent in your communications throughout a project. If goal posts move, it is important that you explain the ramifications.

The principles of this article are universally applicable. So whoever you are take a few minutes to check it out.

Great websites do, not say

The next post I found falls into the category of “it’s funny because it’s true”. It’s a post by one of my favourite bloggers Gerry McGovern who seems to rant against websites that spend more time talking about user experience rather than offering it. He begins his rant by focusing on welcome copy…

I don’t want to pass meaningless pleasantries with your website. I don’t want to shake its hand. Or talk about the weather. I’m at your website for a reason. I’m in a hurry. I’m impatient. So kill the welcome, please.

He goes on to criticise sites that waste valuable copy explaining how easy their sites are…

If it’s really easy, why are you telling me it’s really easy and quick? For starters, you’ve wasted my time by making me read your meaningless sentence.

If you ever write copy for websites then you should read this post. If you don’t then check it out anyway if only for the pure entertainment value.

CSS: The All-Expandable Box

My final suggestion for your reading pleasure is a post on the Web Designers Wall entitled The All-Expandable Box. This solves a problem which I encounter all the time.

As you will know if you listen to this show regularly I am a great fan of using ems for typography. I like the idea users can resize their text to suit their own requirements.

The downside of this approach is that it can quickly break designs especially when text is contained within a box. The box will naturally expand vertically but not horizontally. The result is that you loose control of line length. Enabling the whole interface to expand including the box itself is very useful. This article shows you how.

Its a nice clean technique that should act as a building block for much more complex things. So if you are considering doing more ems based design then this should be a nice starting point.

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Feature: Where to focus in 08

As web designers we are all busy people. We are in such a fast moving sector that it can be hard to know what is worthy of our attention. Should we be focusing on Silverlight or brushing up on Javascript? Learning Rails or grappling with mobile devices? This week I want to share my thoughts of where you should be focusing your energies in 2008.

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Expert interview: Jason Beaird on design basics

Paul Boag: Joining me today is Jason beard author of an incredibly useful and wonderful book that I’ve really come to love. That’s – How would you describe it? Is it a basic introduction to designing?

Jason Beaird: It’s a basic introduction to graphic design principles. The book was really first intended for web developers in fact the initial working title was web design for developers and it kind of expanded into just a introduction to graphic design principles for anybody not just for developers, not people already creating websites. But anybody interested in design really.

Paul Boag: Mmm what’s so great about it is that you’ve kind of really taken time to go over the basic principle of creating a beautiful website. Which I guess is the title of the book, “The Principles of beautiful of web design” that’s the title isn’t it?

Jason Beaird: That’s correct.

Paul Boag: I really should have it in front of me shouldn’t I [Jason laughs] Oh but you’ve got to be fairly impressed that I knew that of the top of my head.

Jason Beaird: I’m just impressed that you have a copy yourself.

Paul Boag: Well yes I do. And it’s good because a lot of people that listen to this show are not necessarily professional designers we have a lot of people who listen to the show who are website owners but have to do a bit of design in order to maintain their site. We’ve got Developers that developing applications and having to do some design as part of that and we’ve also got people who probably are designers but not full time so are interested in how the professionals go about doing these things. So it’s a really good book for the boagworld listeners and why I’ve been so desperate to get you on the show for so long Jason, so it’s good to have you Jason.

Jason Beaird: So everybody laughs along.

Paul Boag: Well you’re a busy man; you’ve got a lot to do. So I thought what we would basically do is take the chapters from the book and maybe pick out some of the basic principles from each of those chapter and get you to talk about them little bit. So the chapters in your book are layout and composition, colour, texture, typography and imagery and that for a start made me very enthusiastic. Because it’s like really obvious, basic stuff that here are the main issues you are going to come across from a design prospective and you know we’re going to do a chapter on each which I just thought very refreshing and very logical and that’s good. So let’s kick off with layout and composition so tell us a bit about some of the stuff you cover in that chapter maybe and some of the basic principles that non-designers need to know about.

Jason Beaird: Well the entire book is really just basics, in my opinion. It’s just stuff that a lot of people think designers have as intuition and really it’s just stuff you can learn and learning these principle is like learning how to hand code. Really you can a website using a WYSIWYG but understanding the tags and selectors allows you to see inside and know what’s going on. And these are just basic. But really this is going to be the fire hose version of the book.

< p>Paul Boag: Yeah, I’m asking you to compress the entire book into about 20-30 minutes. [Both laugh]

Jason Beaird: I’ll give it a shot. We’ll start out with layout, some of the main principles of graphic design theory is balance, unity and emphasis and learning how to take all three of those and use them effectively in a layout is a pretty good place to start, from a layout prospective. By balance I mean symmetry. Is it divided right down the middle, or does it still feel balanced even though it’s divided into columns? By unity I mean do the elements of the website feel like they are one cohesive thing. You know does it feel like it’s a singular unit rather than a bunch of different bits. Then emphasis obviously is about creating a focal point on the page. And keeping that focal point and understanding where people are going to look and why they are going to look there and so there there’s different ways to create all three of those things. One thing I talked about in the first chapter about balance and creating balance is design proportion which some people call the golden mean or the golden ratio. Really it’s just a rule that if you divide a width by 1.62 just a number called Phi** you get a pleasing proportionate division. And so to make that simpler it can also be known as the rule of thirds. If you divide something by thirds it’s pretty close to the 1/ 1.62 ratio and you can come up with a pleasing kind of division for a navigation column and content area by using that kind of division. But really that’s sort of an overview.

< p>Paul Boag: Yeah, I wonder why the rule of thirds works, did you find out anything in your research about why that is pleasing?

Jason Beaird: I didn’t really find out a whole lot of solid information about it. But there is some out there, pythagorans noticed that it was a very common division in nature things like with leaves and shells had the same division and ratio and then started to develop the concept that anything designed around that is designing around nature so is therefore designing around gods design so you know. So the Romans and the Greeks built there some of their architecture on the golden ratio, the golden mean it’s a stable of graphic design since those times.

Paul Boag: Yeah and it really does work. I remember even back in Art College when I was being taught photography the same principles apply to photography composition you know or really anything you do, whether its print design or web design. So yeah the rule of thirds I think is a good one to take away.

Jason Beaird: Yep.

Paul Boag: Ok, what about colour tells us a little bit about colour because that’s a huge subject that people have written entire books on and you had one chapter so what did you chose to pick out on the subject of colour?

Jason Beaird: That’s the important thing to remember about these chapters is that there are entire books dedicated to each. I feel like was already trying to squeeze it already into the book. But with colour I think the most important thing to remember is that people’s perception of colour depend on their own personal experiences and cultural like right now, red and green means Christmas, for most Americans and most people around the globe whether they believe in that or not it’s just something that we’ve been exposed to so much that that’s the way we see it.

Paul Boag: Yeah.

Jason Beaird: But beyond those personal perceptions and traditional perceptions it’s good to know that there are ways to align colours where you really can’t make too big a mistake. [Laughs] and that are using a colour wheel and to rely on colour schemes that exist. With any rule it can be broken for whatever purpose you want but it’s good to know what the good colour choices look like before you start making your own and relying on color schemes or a colour wheel is a good way to get started.

Paul Boag: I think when you talk about these rules exist to be broken, ok that’s true but the kind of audience you are trying to reach, maybe a non-designer audience kind of playing safe is kind of always a good way to go.

Jason Beaird: That’s true.

Paul Boag: And you know using a colour wheels and stuff. Don’t you also mention in the book about finding a photograph that you like and or is that somewhere else, that might be somewhere else but it’s a nice idea anyway, taking a photograph and extracting the colours from that. I think is quite a nice way of doing it as well. Have you ever tried that?

Jason Beaird:I have tried that, I use that quite often. I don’t know if I mentioned that in the book or not. I mention a few other software based colour chooses and one that come out around the time I was writing the book that I didn’t get a chance to include was adobe kuler, at

Paul Boag: Yeah I think using a tool like that is very handy indeed. Because let’s face it we perceive colour in slightly different ways and what is it one in ten or is it one in 20 men are colour blind anyway.

Jason Beaird: I believe it’s 1 in 10 have slight colour blindness where they can’t tell, usually a red green; where they can’t tell the difference between red and green. Yeah so I mean yes, using a tool is a good idea if you are not a designer who’s really confident in colour.

Paul Boag: Now what about the subject of texture that was an interesting one I was quite interested that that was included in the chapter listings. And I, I intuitively do stuff with texture but I’ve never really thought about it that much so tell us a little bit about why you decided to include that and what advice would you give?

Jason Beaird: That for me was probably one of the hardest chapters to write because it was a lot of intuition and I like to use texture a lot in my own designs and I think that where truly the design begins. But there is not much principle wise to it. You can talk about points and lines and shape and that’s where all visual effects begin. But texture is really about creating a tactile quality and a theme for you website. Whether that is a smooth shape like apple computer with rounded corners and glossy buttons or whether that is a wicked worn look with a brick texture or something that makes it look nostalgia or old or whatever feel you want to create you can do that with texture. And I was trying to just convey that in that chapter.

Paul Boag: Yeah I mean texture kind a gives character to the site in many ways doesn’t it from the kind of grunge look you get through to the highly reflective look, or like what you say, sites like Apple. So what kind of, you talked about points and lines and perhaps you could explain some of those concepts to us.

Jason Beaird: Right you can create any kind of visual effect with just points. I showed an example; a picture of my cat, abbie, created with a dot matrix printer kind of effect on it. It’s just points. And then you can move in and use lines and shapes. It’s just important to remember that lines can create movement, horizontal line doesn’t have as much movement as say a diagonal line or vertical lines lead you up and down the page. It’s important to remember eye movement when you are creating textures. But really it’s just like what I said about creating a tactile quality and theme for the website.

Paul Boag: So as far as people may be, say a developer who has just developed an application and he needs it to look kind of half decent but doesn’t want to do anything too risky incase he screws it up and he’s not a designer. I mean what kind of advice do you give a person like that? Do you encourage them, probably best to stay away from doing too much textual stuff or is that something you should get into?

Jason Beaird: I think it’s something you should think about. Texture can easily be overdone and it can become goofy and silly rather than being professional. And I think it’s just in moderation. The thing to remember is to not leave your website backgrounds on div’s, backgrounds colors on div’s. Create some kind of texture, feel to it, whether that’s rounded corners or whether to go for the minimal stick where you don’t really use background images but rely on negative space. It’s just the fact of going beyond the standard HTML look. I mean obviously with style sheets you can’t just leave it un-styled because it’s styled content has no structure to it any more because, we’ve taken out the tables we’ve taken out the design in HTML and now we are relying on style sheets, so now you really have to build something up. That’s good I think, it makes people think about texture and all these typography, colour all these elements of design. But to think about it and just go beyond the basics. Just try to recreate something that you already like, picture wise, that doesn’t mean stealing the design but looking at another website you think captures the professional look and feel that you are going for and try to recreate that in your website.

Paul Boag: Yeah, it’s interesting that you talk about looking for inspiration. What kind of advice do you give people for a good place to look, should they just be looking at other websites or should they be looking beyond the web a bit?

Jason Beaird: I really believe that people need to look beyond the web. One of the tags for this book is that you don’t need to go to art school to design great looking websites and well I was kind scared of that headline, that professors from collage would hate me for it. [Paul laugh] It’s really true because if you have a passion for it, it will draw an inspiration from all sorts of sources whether it is architecture, or goofy things like traffic patterns or a door that you see, anything really can really inspire a look and feel to a website. Jonathan Stickler wrote an article about how he was inspired by an art deco building and that’s what gave him the design idea for his current website design.

Paul Boag:Yeah, and I thinks that particularly true when it comes to texture and colour as well as you can see textures and colors around you in everything from a plant pot through to a magazine so yeah.

Jason Beaird: One of the other big things from going through a collage art programs is that if you go to school for graphic design you’re not just going to school for graphic design you actually have to take all the traditional art classes, painting, drawing, pottery sometimes, a lot of history and really the reason for that is to create a foundation to a visual exposure to art. So you have this vocabulary and this experience pool to draw from when you are creating other designs.

Paul Boag: You mentioned earlier, negative space when you were talking about texture as another kind of approach to things. Negative space is something I think designers always throw around; it’s a term that we like to use quite a lot. But it’s not something we ever kind of explain. Just spend a couple of minutes explaining how negative space works and why it’s so important, if you would.

Jason Beaird: Negative space is important because it allows you eye to move around things if you had a page completely crammed with text you wouldn’t have any focal point to start with apart from the top of the page. Our eyes usually gravitate towards the center of the composition, so if you think about that you can have an element something around the center of the composition that can lead you to another element. Negative space is really a tool for moving the eye around.

Paul Boag: Right.

Jason Beaird: If you have, like I said before diagonal lines create movement. If you have diagonal lines that move you up towards something else. I gave a few examples in the book; it’s hard to talk about it with having any visuals.

Paul Boag: Yeah I know. It’s frustrating isn’t it? I really sometimes, I really regret doing an audio podcast, it’s a bad choice. [laughs] Ok, let’s look at the subject of typography. I’m guessing it must have been a hard chapter to write because A) typography is a massive subject and B) typography on the web is quite a tricky area. It’s kind of easy to almost easy, as a non-designer, to dismiss typography by going; well there are only about 4 fonts I’m allowed to use anyway so therefore typography on the web doesn’t exist. Why is that wrong, why is that not the truth and how did you squeeze a chapter out of this.

Jason Beaird: Well just like a lot of the chapters there are a lot of books on the subject of typography that go way beyond our experience with web or even print graphic design that go way back to the roots of communication and that’s really what typography is about. Its communication and all websites you’re trying to communicate something so if you can’t do that with pictures and ideas you have to do that with words so the way those words appear to people should become part of your design. It’s on hard with the state that it’s in with the web, having a limited palette of fonts to choose from. But at the same time it’s a good thing, I think for the novice because even though we are limited to this certain number of fonts that everybody has in their computers. Most of those fonts aside from comic sans are decent [laughs] for body text and things like that. The most important thing to remember is that there are other fonts out there and to have sensitivity towards things like spacing between lines and the vertical rhythm. Vertical rhythm isn’t something I talked about in my book because I thought it was an advanced subject but right after the book was published it sort of exploded into a big topic in web design and there’s a lot great articles out there written by other great web designers about vertical rhythm and how that affects your typography.

Paul Boag: So what is vertical rhythm for those that don’t know?

Jason Beaird: Vertical rhythm is just creating a space between your lines that kind of matches up throughout the website so that the spacing in the lines in your navigation area and the spacing in your lines in the content area kind of line up and their not just randomly spaced apart so you get weird alignments between things. It’s creating vertical rhythm, it itself is a good description; you’re creating a rhythm or pattern for your eye to follow down the page.

Paul Boag: So it’s all about basically making sure multiple typographic elements across columns have some kind of relationship to one another and that they are not just higaty pigaty all over the place.

Jason Beaird: That s the way I understand it, that’s the way I think of it is it’s really about creating a pattern and paying attention to the way the text lines up.

Paul Boag: So whatever, bearing in mind that we are limited to such a small set of fonts. What sort of basic advice would you give to someone starting on in web typography. You mentioned line spacing, what are you getting at there?

Jason Beaird: The default line spacing for HTML is very tight. And with tight text like that it’s kind of hard to read And also thinking about the width of the text you are reading . When you are reading a newspaper article or a magazine article the reason the columns are so narrow is because it’s easy, or a book even, it’s easy for your eye to scan a certain width of text and it’s easy for your eye to move to the next line if there is a little bit of space between it. And if you kind of know those basic concepts you can make it a little more pleasing to read that the default set up for typography on the web.

Paul Boag: Yeah, because especially if you’ve got a fluid site you can end up with ridiculously long line lengths if you don’t.

Jason Beaird: Right and I think that’s a lot of the beef people have with fluid layouts is that not only are you taking power from the graphic designer but you’ll also making line widths that are incredibly hard to read. But in my opinion if the user is comfortable expanding the site out to that width, and it’s readable having the line width that long, then obviously they don’t have a problem with it. But you should sort of leave that up to the user if you can. But it’s been proven that it’s easier to read text that’s been set to a certain width.

Paul Boag: Are there certain type faces that are better suited to kind of headings in preference to body’s and vice versa?

Jason Beaird: Well with body text, traditionally it use to be that body text for books and that were set to times or serif fonts because the serifs sort of lead your eye to the next character, but because of the resolution we have with the monitors and the way the text is being presented it’s actually been proven that sans serif fonts are better, fonts like Arial and Helvetica, are easier to read in smaller sizes because you don’t get the kind of resolution, the kind of detail that you get with printed type. And now that’s changing, we’re getting higher and higher resolutions in displays so maybe that will change in the future. But it’s just important to know those kinds of idea when choosing the body type for your website. But when you are choosing a heading, when you’ve got something that is very large it really just matters how the text displays and because you can use images and because you can use things like (scalable Inman Flash Replacement) sIFR to display another font besides the standard 6 or 7 fonts that are available – I call it the ok 5 9 [laughs] that are available across the Mac and web computers, Mac and PC computers sorry. You can choose other fonts that are outside those fonts to use for headers or areas where you want to give a little more design appeal. So there is a world of fonts out there, some good, some corny, that are available, some free and some very expensive that you can use for the headline on your website and it’s just important to be aware of those other fonts. I gave a few resources for free fonts I like www.1001 fonts.com is a good place to go for licensed fonts is a great font boundary, there is just a lot of fonts makers that make excellent fonts, not just for printed material like books but for web designers and people working on the web should be aware as well.

Paul Boag: Cool. So the last chapter in your book talks about imagery and I’m fascinated, and I have to confess that I haven’t read that chapter yet, so I’m kind of fascinated to know what you cover in that chapter as far as using imagery on the web. What kind of advice do you give?

Jason Beaird: Well the imagery. The graphic design doesn’t stop creating the frame around the website. It’s also about formatting the inside which is kind of difficult when you give the power to the user, give them content management. But choosing supporting content imagery is one thing that can really enhance the user experience of the web site. And finding and creating supporting imagery for awebsite content can be very difficult if you don’t know where to look or if you’re not a good illustrator or if you are not good at Photoshop. So I just try to give a basic primer on finding this type of supporting imagery and if you find an image that might work, how to tweak it to work for your needs. I just wanted to give a basic intro to using stock photo sites like iPhoto or stock photo exchange which is sxc.hu is a free stock photography site that is really great it has a lot of images. Finding images and then using them in your site is one way to really enhance the experience for your user, beyond that also I try to warn people from stealing images from Google and stop using the stock images and stock photography that we are all use to seeing in most free publication. I mean really here are a lot of stock images that have been created; the guy with the light bulb over his head, the hands holding the tree that’s growing in the soil in the persons hands. These are clique in the stock photography world you have to be aware when choosing images, to enhance the user experience.

Paul Boag: Yeah, yeah, defiantly , did you cover any of the technical aspects of compressing images or whether to go gif or jpeg and that kind of thing.

Jason Beaird: Yeah I did give a quick primer on jpegs, gifs and pings. And just a quick for everybody, if you are using a photo you obviously want to use a jpeg because usually with photos you usually have a lot of different tones and images. And gifs and pings the file space is based on the number of colours in the image. If you are using an icon type thing or a colour field where you have a limited number of colours then gif or pings are the way to go. And choosing between gifs and pings is really all about choosing between the types of transparency you want to have. Internet explorer 6 and below doesn’t support alpha transparency where you have a sort of gradient from opaque to transparent it just supports on an off. So with pings if you have transparency then you get a pink halo around them. Areas where there is transparency you can’t see it, now there are fixes for that but it’s kind of hacky still and for that reason people still hang onto the good old gif format which has transparency and unfortunately also has animation. [Both laugh]

Paul Boag: So is that one of your rules? Never ever use animated gifs?

Jason Beaird: Actually no it’s not, because I’ve used animated gifs even on my own site if you go to my site jasongraphics.com and hover over the logo it was sort of an experiment toy to play with I was designing my current layout, it was a sliding door type image where I’ve got the still part of the Jason graphics logo and then when you move over it jumps up, the position of the image jumps up so you see the animated moving, like sunrays over the logo. So that’s an animated gif and I’m not ashamed of that. But I think that animated gifs in a lot of ways degrade the professionalism of a lot of websites.

Paul Boag: It sounds a superb book, for anyone that’s not from a design background. Where can they get a hold of a copy, where can they find out more about it, how can they buy it I guess is the next question?

Jason Beaird: Well I’d love you to buy it.

Paul Boag: Obviously.

Jason Beaird: I set a little promo site for the book at www.principlesofbeautifulwebdesign.com were you can kind of hover over, I did a fun little thing where if you hover over each of the chapter names it sort of point s out in the website design itself how the things play a part of the design I made for the promo site.

Paul Boag: Oh cool.

Jason Beaird: Beyond that amazon.com has a good price for the book usually and you can go of course to site point.com to buy directly from them, and most people prefer to do is buy directly from Sitepoint. They sent you lots of emails about books that are coming out and specials. A lot of people are big fans of Sitepoint. I really like them a lot too.

Paul Boag: Yeah if you haven’t checked out Sitepoint before, then it’s worth saying that they are a lot more than a book publisher they have got a huge site with tons of great articles of all aspects of web design and a really active forum as well.

Jason Beaird: The forums are a great place to get involved and a great place to learn new things.

Paul Boag: Thank you so much for coming on the show I can’t say I normally get people on the show to pimp their book and to be honest that wasn’t what I originally ask you to do either. But the more I think about it the more I’ll looked at it, the more I think it’s a perfect book for a lot people that listen to this show if you are starting out in any form of design and don’t come from a design background then I can highly recommend this is a book to check out. Jason, we’ll get you back again in the future no doubt and make you cover some of these things in more depth. But for now thanks you very much for being on the show.

Jason Beaird: I appreciate it, it’s like being on the Dave Letterman show or the Conon O’Brien [Paul laughs] it’s like a status symbol. But I’m glad to be here and thanks for having me on the show.

Paul Boag: Thanks very much.

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Listeners email:

A excellent wire-framing tool

Robin:I’m a part-time web developer, committed to web standards, one day I’d like to make it my job. I’m a regular listener of boagworld in my car (traffic jam) going to work.

Remembering your discussion with Marcus about wire-framing (Powerpoint or Visio) i just came across this product: http://www.axure.com/demo.aspx. Looks spectacular although much to expensive for me (still).

Keep up the good work.

Building an online portfolio

Sultan:On the Headscape website I notice you have “related links” and “related pages”. What is the logic of that?

Also in your portfolio section when I click on a thumbnail why don’t you guys link to the actual sites rather than to a screen shot?

First of all let me say there is a lot about the Headscape website which I don’t like. It was built a while ago and our thinking has moved on.

One example of this is related pages and links. The logic was that related pages referred to other pages on the same website. Related links where external links to third parties. However in hindsight I don’t think that is a very clear distinction and should probably be changed.

I am however more happy with what we have done in our portfolio section. We have several reasons for the decision to link to screen shots rather than live sites. These include…

  • Some of the sites are intranets and not available to the public
  • Some sites had limited shelf life and are no longer available
  • We wanted the user to be able to click through multiples sites in quick succession

However, the primary reason is that clients often make significant alternations to the sites we deliver. After the end of the project we simply cannot guarantee that the quality of design and code will be maintained and so prefer not to directly link to the sites.

I am not suggesting that this is the right decision however it is the course of action we have chosen for Headscape.

Quick and dirty wireframes

I am currently in the process of wireframing an internal project that we are working on at Headscape. It occurred to me that despite the fact that wireframes are a fundamental tool of web design, they are not something I have spoken about before.

What is a wireframe?

Fundamentally a wireframe is a tool for rapidly prototyping a website. They roughly approximate the layout, content and hierarchy of a web page as well as the relationship between pages. Effectively you are building a rough version of the site.

Wireframes don’t look attractive. They are not designed as such. Rather they give a sense of how things will be organised on your site. In many cases they lack colour and imagery, although there is no reason why they should. However, they do show visual hierarchy through layout, font size and shading.

Example wireframe

What benefits do they provide?

So why produce a wireframe? Well there are a number of good reasons…

  • They act as a reference point for the designer to work from, demonstrating the relative importance of various screen elements.
  • They can be used to test with. This enables you to ensure users can navigate a site and find key content on a page.
  • They help flush out the details of a site that are often missed. These include things like password recovery and error handling.
  • They help to define interactive elements such as AJAX and Javascript in a way a static Photoshop mockup cannot.
  • They help the client to visualise how the site will work.
  • They identify navigational issues which need resolving.

How to create a wireframe

Once you have recognised the benefit of producing wireframes the next question becomes how exactly do you build them? The answer is largely dictated by two factors; the time available and the complexity of the website.

If you are really strapped for time then simply sketching out some key pages is better than nothing. Even these can be used in testing and shown to the client. However, a sketch does not show interactive elements or the relationship between pages.

If you have a little more time you could produce key pages in a tool like Omnigraffle or Visio. Better still is powerpoint which allows you to link multiple pages together, so creating a basic navigable site.

However, probably the most common way to build wireframes is using HTML. Of course the downside of this approach is that it can take longer if you are overly precious about your code. Personally, when it comes to wireframes I prefer the quick and dirty approach. I create my HTML wireframes using the WYSIWYG editor in Dreamweaver, churning out the pages through a mixture of CSS and tables. I don’t care what is going on under the hood. All I care about is that I can get a sense of how the site would work.

Taking this somewhat cavalier attitude to HTML wireframes is not without its drawbacks. Because the underlying code is a mess, ultimately the wireframe has to be thrown away. A better approach would be to use nice clean semantic code which can then be reused for the final build. However, in my experience this rarely works in reality. The only time I do use this approach is when building a site on our content management system. In such situations it is as easy to rapidly produce pages in the cms as it is in Dreamweaver.

The key to wireframes is for them to be quick and disposable. Wireframes are the place for you to experiment and try out new ideas. They are the place for testing and adaptation, not for being overly precious.

If your site is a simple one then using sketches or a tool like Visio will probably be enough. However, if it is more complex with a lot of pages or interaction then consider using an HTML wireframe. In short use the right tool for the job!

Intranet delusions

Every business can benefit from some form of intranet whether it is a collection of online tools or a large corporate system. The problem is that many organisations make fundamental mistakes in how they approach their intranet.

I have been asked a number of times to talk about Intranet development and I have always avoided doing so. This is partly because I am not an expert in the field (although that doesn’t normally stop me talking about something!) However, it is also because intranets are a massive area and one in which so many mistakes are made. There seems to be a huge amount of naivety about developing and running Intranets. Against such a backdrop I am somewhat unsure where to begin.

In the end I have decided to take 5 of the most common misconceptions about Intranets and see if we can shed some light on why they are wrong.

A money pit

“The intranet is not important like the website. It doesn’t generate a return on investment”

This seems to be a common perception especially among senior management. Unlike a website, the intranet isn’t perceived as business critical. Instead it is seen as nothing more than a hole into which money is poured. The problem is that an intranet doesn’t typically generate revenue. However, it does generate a return on investment.

The real benefit of an Intranet is in productivity gains. If used a correctly it can:

  • dramatically reduce the time to access key information
  • act as an effective method of disseminating information
  • be a way to manage workflow
  • become a key component in improving communication

Accessibility free

” I don’t need to worry about accessibility because I know exactly who is using the site”

The perception that you don’t need to worry about accessibility on an intranet is naive. Just because you don’t have users with disabilities at this stage doesn’t mean you never will. Moreover, accessibility is about a lot more than the disabled. By building your intranet with accessibility in mind you can offer up the chance to deliver it to other devices such as mobiles.

Finally, many people who are not registered as disabled have accessibility issues. This is especially true with an elderly user who may have poor eyesight or arthritis. Building your intranet with accessibility in mind can improve the usability for everyone.

Browser specific

“We only need to design for Internet Explorer 6 because we use that across the entire company”

Single browser support on your intranet is a risk. Building for the peculiarities of one browsers can easily come back and bite you later. A company wont stay with the same browser forever. Even an upgrade from IE 6 to IE 7 could easily break your site. Build from a solid base of web standards and you have the confidence that changes to the browser platform will have a minimal impact.

The other advantage of this approach is that it is entirely possible to open up parts of your intranet to suppliers even if they do not share the same IT infrastructure as you.

Employee motivation

“Its not like a website, people are required to use the Intranet as part of their job”

It is true that people are expected to use things like the intranet as part of their job. However theory and reality are very different. I have seen many intranets effectively abandoned because they were just too difficult to use. It is quicker to use other methods (such as the telephone or email) to find the information required.

An intranet will only succeed if it:

  • has the right information
  • is easy to use
  • is engaging

Some of the most successful intranets are those that work as hard to be sticky as any website would. Adding social features is a good way of doing this as well as making sure your site has the right “killer” applications. However, most importantly you need to ensure that the site is easy to use and people can quickly find the content they require.

Unregulated content

“The idea is that everybody adds and maintains the content. It doesn’t need a web master”

In a utopian world an intranet should not need a web manager. Each employee should add and maintain their own information on the system. However, the reality is that this doesn’t happen. Some people are simply too busy to “mess around with the intranet” while others upload far too much erroneous “stuff”.

An intranet needs a web manager in the same way as a website does. It needs somebody to be a guardian for the content ensuring that the right stuff is online and organised in a logical manor.

Conclusion

Developing intranets is a huge subject and one that I shall return to in the future. However, hopefully these few misconceptions have helped challenge your thinking of how to approach their design and build. Although designing an intranet is very different to designing a website, it is actually surprising how much they have in common too.

Show 99: Don’t panic

This week on Boagworld: Paul looks at the growing importance of the favicon. Marcus talks about what to do when the work dries up and Rob Borley looks an alternative approach to storing data in your CMS.

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News and events | Marcus: What to do when the work dries up | Paul: Favicons – small but significant | Rob Borley on an alternative approach to your CMS | Question of the week

100th Show

Just wanted to say a big thank you for everybody who came along to the 100th boagworld. For more information on the evening check out my 100th Boagworld blog post. A special congratulations to the 4 winners of a years subscription to .net magazine and to Anna who won a CSS beginners course run by Drew and Rachel at edgeofmyseat.com.

Also live on the show we announce the winner of the FOWD competition.

News and events

Shift in the web wind

Molly Holzschlag likes to generate discussion on her blog and has raised an interesting subject in her recent post “shift in the web wind“. In it she says:

The latest Dot.Com boom is declining as far as I can tell. Are we on the edge of another Dot.Bomb?

Its an interesting question and one that seems to be appearing on an increasing number of sites.

Personally I have to say that I have become concerned about the state of the web at the moment. Not because I believe we have necessarily reached the point of a collapse, but because the boom we have been experiencing is unhealthy. I am in no doubt that we are now experiencing a bubble very similar to that of the dot com era. There are far too many copycat companies out there and the share price of companies such as Google are disproportionate to their revenue. What is more, once again we are seeing the majority of these companies leaning on advertising as a revenue stream. Advertising is very fickle business model because any dip in the overall economy and advertising is the first area to be cut.

So is everything doom and gloom? Are we about to all be out of work? Certainly if you work for a web 2.0. company or the majority of your clients are web 2.0 companies, then I would be twitchy. However, for the majority of us I don’t think there is much to be concerned about. Even if the bubble bursts there is going to be no shortage of web work around. The majority of web designers don’t work on web 2.0. sites. We work with offline businesses that have an online presence. These sites are not going to stop trading just because some high profile web businesses fall. The web is too well established this time around.

If it wasn’t for the fact that it will mess up people’s careers, I would welcome the crash. I think the current state of the sector is unrealistic and the larger the bubble grows the bigger the ‘pop’ when it bursts.

Best practice in email

Most organisations rely on email to communicate with their customers on mass. Whether it is order confirmation, special offers or regular newsletters, email is an essential tool in our web strategy. The problem is that our emails have to fight there way past junk mail filters and increasingly they fail to do so. This isn’t necessarily because we are sending out spam. In most cases it is because we are just ignorant of best practice when it comes to email delivery.

Fortunately this week I came across a great article that suggests some best practice when it comes to using email. This isn’t a list of ways to trick spam filters, rather it provides all kinds of great advice about running any kind of email campaign. From technical advice about CSS and HTML to common curtsy like don’t attach large files, this article really does contain some excellent advice. Finally, it also contains an invaluable list of tools for checking how likely your email is to be classed as spam. If you send out email to your customers then check out this article.

Flash based galleries for your images

So everybody thinks I hate flash. I don’t! I just think we need to think twice before using it. Like any technology we need to use the right tool for the job. However, sometimes flash works well and can really enhance the user experience. One such occasion is when we are building image galleries. Sure, you can build nice static galleries or even produce something impressing using Javascript. However, flash can do some stunning stuff with images.

Even better is the fact that there many flash based gallery systems out there that you can just drop into your site with minimal effort. Whether you are showing off your portfolio or building an image gallery for a client you might want to consider one of flash based galleries reviewed in Smashing Magazine.

20+ tools for working with AJAX

If Flash is not your thing then you are probably into your AJAX and Javascript. If that is the case then check out mashable which has a list of over 20 great tools for work with AJAX. The list consists of a mixture of AJAX loading images, frameworks, reusable scripts but probably most usefully sources of advice. They include some great stuff for those starting out building with AJAX including a noobs guide and also a wiki of common AJAX mistakes.

If you know Javascript already but haven’t done anything with AJAX then take a look. It really isn’t as intimidating as some people like to make it out to be!

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Marcus’ bit: Don’t panic

Marcus looks at those times when the phone’s not ringing, your inbox is empty and you just lost out on three pitches in a row. No matter how much you tell yourself not to worry, it starts to creep up on you.

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Paul’s corner: Favicons – small but significant

In my section of the show I want to look at favicons. Favicons are those 16 by 16 pixel graphics that appear in your address bar, bookmarks and various other places. They maybe tiny, but they are becoming increasingly important. I look at why Favicons are worth your attention.

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Ask the expert: Rob Borley on an alternative approach to your CMS

Paul: So joining us on the show this week is Rob Borley who is, what is your job title Rob actually, I should know this but I don’t?

Rob Borley: (Laughs) Ye you should I think you gave it to me.

Paul: Oh did I?

Rob Borley: Technical Manager officially.

Paul: Uhhh… But basically Technical Manager/Lead Developer/anything vaguely techie goes in his direction.

Rob Borley: Basically it’s my fault when it breaks.

Paul: Yes, so if you want to get pissed at somebody about the boagworld forum there’s your man.

Rob Borley: (Laughs) I knew this was going to come up.

Paul: Well obviously it was going to come up.

Rob Borley: (More Laughs)

Paul: So if you haven’t gathered, Rob works for Headscape, the web design company that myself, Marcus and Chris Scott run and no he shouldn’t be blamed for the boagworld forum, he is actually trying to fix it, but his skills just aren’t up to the job.

Rob Borley: Oh, I see, I see, I see… (Laughs)

Paul: (Laughs) But why I’ve got him on the show today isn’t actually to be rude to him about the boagworld forum, but it’s actually to talk about our content management system because I get a lot of questions asking why content management system Headscape use and what one we would recommend and stuff like that so we’ve just got through a kind of major rebuild of our content management system and so I thought OK lets get Rob on the show and have a little bit of a chat about it and how it works and what it does. So I guess Rob the question to kick off with is why did Headscape decide to develop its own CMS rather than go with an off the shelf one, because there are so many off the shelf solutions around it kind of seem absurd in some ways?

Rob Borley: Umm, ye I guess when you first look at the problem, as you say, there are lots of CMS solutions around but the reason we kind of work from our own is because it gives us complete control over what we’ve got so if there’s a problem with it, we know were the problem is and can go in and fix it but more likely if there’s some new functionality we need specific to our clients we’re able to just go and build it and develop it very quickly because we know exactly how the thing works. Often these off the shelf CMS’s are trying to do everything because they’re in competition with all the other products out there and so they’re vastly complicated, they do lots of things we don’t need them to do and they’re not generally as useful for the client as what we’ve got as a result, because they’re designed by techies, techies know how they work and they’re generally far too complicated for average Joe user out there. What we’ve build is tailored specifically for our clients needs and hopefully is intuitive and easy for them to pick up because it’s designed for them.

Paul: Would you kind of, you know, are you being more brash in that your saying all web design agencies should be developing their own CMS’s or is that something specific to our requirements and the type of clients we have?

Rob Borley: I think when you look at our client base and the sort of projects that we get, a vast majority of our projects are based on our CMS technology now and so, I mean, if we were doing just one or two projects here and there then it would probably make sense for us to get to know our favourite brand of CMS and use that, but as a vast majority of our clients are using this technology it’s actually more productive for us to develop with our own, because we can just keep reusing stuff and add any new development or any area that we can add to it, we can then use it for future clients as well.

Paul: Hmm… So we had a content management system, it seemed to work, why then did you, actually no it wasn’t just you, you and Chris persuade me and Marcus to spend huge quantities of money on re-doing it from scratch?

Rob Borley: (Laughs) Well the first iteration, well I say the first iteration, I think we’re up too officially CMS 3 before we started this new one, it naturally evolved, it came from the need of one client wanting a CMS and then we thought “hey this is a good idea” and things got tagged on and other things got tagged onto that and it just became this, evolved almost organic mess of Darwinian thing which worked and held together and did it’s thing but had never been properly designed, it had never been build for a specific purpose, it was all just kind of mashed together and so as we came to the conclusion that most of our clients are going to be using this we took the opportunity to build a new one from scratch to do it properly. That’s the general theory.

Paul: So what’s different with the new one to the old one?

Rob Borley: Umm… Well there where a few extra features like there’s a more complicated, well I say complicated, more in depth permissions system for pages and parts of the site, there’s also some work flow stuff we’ve added but the main difference is actually what goes on underneath and so this time around we build the whole thing on XML data structures.

Paul: OK.

Rob Borley: Which probably doesn’t mean a great deal to a lot of people out there, but what it means to Headscape, it’s actually changed the way that we develop projects and the way that we work, and it means a lot more less techie people can get down to the nitty-gritty of designing the data and the way things work.

Paul: So, give me an example of how that kind of works in practice?

Rob Borley: OK, so an everyday clients might come to us and say “We need a CMS to create” I don’t know, “hotel vacancies” and so what we’d have to do with previous versions of our CMS is go off, create the data structure in the database, write the logic in the server side pages and the database logic and techies would have to do that because your talking about writing ASP or .NET or PHP or using SQL Server and it’s a very techie orientated job. What we’ve done now by using XML is all the actual logic for the data structure is done in what’s called an XML Scheme which is basically a text document which describes the data. So it means that an average person in the company, who not particularly techie, so a designer or a project manager, a tester or someone can actually sit down and write a document that describes the data, feed it into the system and we’ve got our new area of data, our new “hotel vacancies” structure straight away. So it can be done much, much quicker.

Paul: So if I’m understanding this right, which I probably should do (Laughs)…

Rob Borley: (Laughs)

Paul: lah lah lah, so what we’re talking about here is basically that traditionally with a database you have a serious of hmm… well lets say for example in the “hotel booking” example you gave lets say the hotel had a name, a description and a price range, in the database that would have appeared as three fields basically, it would have been a name field, a description field and a price field.

Rob Borley: Exactly.

Paul: And then your code would have had to, on the back end, would have had to create form fields for each of those that would input into the database and on the front end you’d have to pull, ya know, your code would have to pull out those three pieces of information and display them on the front end, is that correct so far?

Rob Borley: Exactly right yes.

Paul: Right, so what your describing now if I’m getting this right is that basically you wouldn’t have three separate fields in the database, you would just have XML code for those three elements.

Rob Borley: That’s right.

Paul: And then the code both front end and back end looks at the code in the database and just pulls them all out and just displays them as form fields for inputting or text for out putting?

Rob Borley: Exactly, all the logic for that is already done so as soon as the XML is fed in, the back end displays the form fields to fill out the information, the front end pops out the raw XML which we can then style and apply your fancy CSS to.

Paul: I mean that’s quite incredible because like you say then, someone like Charlie who’s one of our Project Managers, can just go in and define, ya know, say we wanted to add, I don’t know, ratings to that list and then suddenly it will just miraculously appear on the front end and back end without any additional coding from you. Is that right?

Rob Borley: Exactly.

Paul: Wow.

Rob Borley: And often, so we’ll be half way through a project and a client will come along and say, “oh, well actually I don’t want that text field there, I want this text field” or “I want this drop down” or “I want this particular text field to be on the front end” and they’ve never mention it before, ya know, it’s typical client changing things as they go along and the Project Manager can just go in there and change the scheme and it does it, it’s done.

Paul: So there are lots of people using this XML/database technique?

Rob Borley: We like to think it’s quite new.

Paul: Oh really?

Rob Borley: Yes. I’ve personally not come across it being used before, but I’m sure there are people out there who are going to correct me on that. (Laughs) But it is quite new.

Paul: It would be quite interesting to know actually, if you are listening to this and you know of somebody doing a similar thing, drop me a line on [email protected]. It’s just kind of interesting to know. So what about, umm… have you kind of made any changes that have kind of made expanding the functionality more kind of modular or anything like that? I mean beyond this XML?

Rob Borley: Ye.

Paul: Is the architecture designed in a different way?

Rob Borley: Ye, so previously it was built on ASP Classic, which is not best for modular design, it’s quite difficult then to move functionality around and re-implant it else were. This time we’ve built it in .NET, in an object orientated way, so the theory being that when somebody else comes along and say “I want this addition to the form builder” or “I want to add a rating system” or “I want to add a product management system/stock management system”, we can literally just, that goes in as a block of code, we call it in an object orientated way, we can turn it off for some clients and so hopefully you build it once and it works for everyone that wants it.

Paul: So does that mean we’re going to have a consistent version of the CMS basically applied to, no we won’t because if a client asks for a new module that’s not going to be on the previous clients ones.

Rob Borley: No, so we won’t roll it back to previous clients, but there’s the potential, as we build stuff up, the potentials great for using in future projects because core of code to use as a base for all the projects.

Paul: So there’s like a core, what do they call it? Kernel of code that will stay the same and all the other modules are built around it?

Rob Borley: Ye, and the idea is that the kernel is kept as small as possible, so that the actual “guts” of the CMS are as tiny as possible and then it’s used to call all these extra modules when it needs it.

Paul: I’ll tell you another completely random question.

Rob Borley: (Laughs)

Paul: That I got asked recently, that you may be able to answer, you mentioned that we’ve built this CMS in .NET and that we do do a lot of .NET work, umm… the question that I got asked was somebody was going on about how it’s hard to produce standards based code out of .NET or Visual Studios, do you know what they’re talking about?

Rob Borley: No.

Paul: No?

Rob Borley: (Laughs)

Paul: Well it didn’t make a lot of sense to me because we produce standards based code don’t we?

Rob Borley: Ye, all of our code is output to your specification actually Paul.

Paul: Ye.

Rob Borley: (Laughs)

Paul: Anyway it just confused the hell out of me that one so I thought I’d ask you about it.

Rob Borley: (Laughs)

Paul: So, what next then is guess is the thing you would kind of ask? Is this a model you think is going to service for a long time going forward or are we going to have to go through this process again in a couple of years?

Rob Borley: I certainly don’t see us having to redesign it again for a long, long time. I mean this seems like it’s going to work and it’s easy to add and extend, I think that’s the key, it’s also very portable, because all the data structures are all XML based, if we for whatever reason decided to ditch Microsoft and move over to PHP and mySQL, all we’d have to do it re-write the logic that calls the XML in and out.

Paul: Oh OK.

Rob Borley: The data structure stays the same to the potential for importing it to other technologies as well as extending the functionality is there, it’s going to be a lot simpler than it would have been in previous versions of things we’ve done.

Paul: That’s very interesting isn’t it? I like that a lot. OK so just to wrap up then, if people wanted to learn any more about this kind of approach, I know your saying there isn’t much around about this kind of stuff but is there any way you would recommend people start having a look?

Rob Borley: Umm… Well the key behind it is storing XML so that’s were you’ve got to start, you’ve got to start with actually storing XML in a database and using the XML data types that the various database engines use now and then pulling the data out , so if you’ve got a good grasp of XML and XSLT then you can actually use whatever server side language you like so if you into PHP, or ASP or .NET or Ruby or whatever you want to do umm… getting to grips with the way the XML works is going to be the place to start, there are lots of places to check that out, W3 Schools is probably the easiest place to start, so the base technologies are standards it’s just what we’re doing with them that slightly different.

Paul: Ah… I think you need to write a blog post on this Rob so that people can access it.

Rob Borley: Your going to let me loose on boagworld Paul that very brave.

Paul: I’ll let you loose, if you write something I’ll put it onto boagworld for you.

Rob Borley: (Laughs)

Paul: Once I’ve read it, edited it and removed all the rude comments. (Laughs)

Rob Borley: Good idea.

Paul: Because you really need something else to do. You seem to be sitting around doing nothing so lets get you doing something constructive. (Laughs)

Rob Borley: I think so, hence I’m on this show.

Paul: Exactly, alright Rob thanks very much for coming in, that’s really interesting, a lot of that I’ve kind of grasped at some level because you’ve told me I need to understand it but ye, that’s really helped.

Rob Borley: (Laughs)

Paul: Thank you very much.

Rob Borley: No problem at all.

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Question of the week

Are we facing another dot com bust and if so what affect will it have on you? Answers in the comments.

Favicons: Small but significant

Favicons are those 16 by 16 pixel graphics that appear in your address bar, bookmarks and various other places. They maybe tiny, but they are becoming increasingly important.

Its so easy to ignore favicons. They seem frivolous somehow. As if they belong in the same category as the blink tag or the splash screen. However, although they are small and nothing more than eye candy, they are far from insignificant.

There was a time where the only place favicons appeared was the address bar in your browser or possibly bookmarks…

Address bar with Boagworld Favicon showing

However, recently they seem to have become much more prevalent. Many websites have taken to displaying a favicon when they link to a website. Desktop applications (such as RSS readers) have also used favicons when linking to websites…

With your favicon starting to pop you all over the place it is becoming increasingly important that it represents your website well. After all, this is probably the only graphical representation of your site somebody is going to see before actually viewing your site.

Designing your favicon

So what makes a good favicon? At its most basic level your favicon should reflect your sites brand. A favicon gives you the opportunity to represent your brand in locations where it would be impossible to place your logo. Also when users follow the link associated with your favicon they want to be reassured that they have arrived at the right location. It is therefore important for the look of your site and your favicon to reflect each other.

So working from the starting point that your favicon should be based roughly on your logo, what options are available to you. I would suggest you can take one of three approaches:

  • Scale down your logo
  • Crop your logo
  • Create a favicon based on (but not the same as) your logo

Simply scaling down your logo is often the simplest approach. However, the effectiveness of this is dependent on the complexity of your logo. A simple logo should work well as a favicon, but a more detailed design will struggle.

In the future I suspect it will be standard practice when developing a corporate identity to consider the appearance of a favicon. However until then, if you have a complex logo, then there are two remaining options.

One option is the approach I have taken on boagworld. Instead of trying to get the whole of my rather half arsed logo to work as a favicon I have cropped and scaled a portion of it. In most cases this is a viable alternative to showing the whole thing. However, occasionally a logo defies even this approach.

Take for example the flickr logo…

Flickr Logo

Because of its reliance on typography it would be impossible to scale or crop into a favicon. Their solution to the problem is to use an icon that is two circles containing their corporate colours. Flickr Favicon

The result still reinforces their brand identity even though it does not show their entire logo.

Getting the design of your favicon right can be tricky so you might want some inspiration. If so then have a look at Daniel Burka’s collection of favicons it might point you in the right direction.

Producing your favicon

Once you have designed your perfect favicon the next question is how do you get it onto your website. Fortunately there are a number of tools out there which can help you. The one I tend to use the most is a website that converts any image file into a favicon.ico (the file type that a browser will recognise). Simply upload your image and the website does the rest.

Now that you have your favicon.ico all you need to do is add it to your website. To do that simply upload the file to your website and add the following code (check that the path in the href is correct) to all your web pages. The code goes in the head tag at the top of your HTML…

<link rel="shortcut icon" href="favicon.ico" >

Job done!

Show 98: Flybe Farce

On this week’s show: Paul looks at the ongoing role of the website manager. Marcus looks at when to allow a loss leading project and instead of an expert section we are looking at the ultimate web design reading list.

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News and events | Loss leading projects | Ongoing role of the web designer | Web designers reading list | Question of the week

Housekeeping: Prizes and problems

A free ticket for FOWD (New York)

With the 100th boagworld show coming up on the 20th October I am beginning to feel guilty. After all its going to be such a great time and all you poor Americans are going to miss out. I know how hard done by you all are and I couldn’t live with myself if I didn’t offer something as compensation.

Fortunately the guys at Carsonified are insuring that at least one of you poor hard done by Americans have something to cheer you up! They are offering you the chance to win a free ticket to the Future of Web Design conference in New York City between the 6-8 November. The ticket normally cost $195 and you get to see great speakers such as Jeffrey Zeldman, Andy Clarke, and Ryan Singer.

Now obviously this is not as good as going to the recording of the 100th boagworld but you will have to just struggle through. For your chance to win a ticket simply email me your name by the 22nd October and we will pick a random winner. For more information on the conference itself visit futureofwebdesign.com.

Download problems

From time to time I get emails from you complaining that episodes of Boagworld are getting cut short in itunes. Its rare but does happen. Unfortunately this is one of itunes less publicized ‘features’. I just wanted to say that the files are complete, the problem is that the connection gets dropped part way through and itunes thinks it has finished. If this happens to you simply delete the file and re-download it from scratch. It almost always comes down fine second time.

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News and events

Em Calculator

Personally, I love using ems. Although I don’t use them extensively on every site I build but I do use them a lot. They strike me as the perfect compromise between the pixel perfect control of fixed design and the accessibility and flexibility of fluid. Ems based sites scale as the user increases text size providing a rudimentary zoom functionality.

However I am not claiming that ems are perfect. They are not always the most appropriate solution and have their own technical difficulties. One personal problem I always had with ems was working out the sizing. The problem is that ems inherit from one another. 1 em may equal 10 pixels in one part of the HTML but equal something entirely different deeper down because of inheritance.

I always hated maths and so it is unsurprising that this inheritance issue made my brain want to dribble out of my ears. You can therefore imagine my relief to discover this week that somebody has built a great little em calculator that works out this nesting for you. Simply set the base size and then add the nested tags and em setting for each. The calculator does the rest.

Check it out. I guarantee if you work with ems regularly you will think it is a real time saver.

How to disarm 10 difficult client observations/requests

Next up, a great article about dealing with clients. We all know what it feels like, client after client churn out the same old comments…

I’ll know what I like when I see it.

or…

I love beige; can we get more beige in this?

… the list goes on. These kinds of questions are horribly frustrating and despite the fact that we hear them time and again we are often left floundering as to how to respond. This article lists 10 such comments from clients and proposes some ways to respond to them.

Obviously everybody has to respond to these questions in a way that suits them. However, it is still interesting to see how others suggest you answer these questions. Check it out and then post how you would respond to those questions in our comments.

The resurrection of downloadable fonts

Next up, the return of the downloadable font. Some call it the Holy Grail of web typography. Others just believe it would be used and abused. However, whatever you think you cannot deny that being able to define whatever font you like on a website is something that there is demand for.

The idea has been around since 1998 but different implementations of it by browser manufacturers meant it never gained traction. However according to a number of courses including Robert Nyman it looks like it is back on the cards again.

Both Safari and Opera have now implemented a standards based solution to the problem called @font-face, which is certainly good news. However, until IE and Firefox follow suit this is still not going to get a lot of traction. We will have to wait and see.

Creating better user personas

I feel like I have been talking about user personas a lot recently. They are certainly a tool I have been using for a long time and with good reason. I find them incredibly useful in focusing the designer and client on who they are developing for. They help to define functionality, content, tone and design.

However although I have done an introduction to personas on the show I have avoided going into too much depth. Developing a really good persona is a skill and I am far from an expert. However, if you do want to learn more about personas then you should consider reading Ten Steps to Personas a relatively short article outlining some more advanced techniques.

Now I should warn you up front this is not the easiest of reads. It is certainly more heavy duty than most of the things we cover here. However, I wanted to mention it because I know many of you are already using personas and this will take you to the next level. Also if all else fails it has a very useful chart outlining the steps accompanied by lots of pretty pictures ;)

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Marcus’ bit: When to allow a loss leading project

Even after going on at length in this podcast about making sure that contracts are in place, tasks are recorded in detail, requirements consultations are paid for and project management effort is not underestimated – all to avoid under-charging – sometimes there are occasions when you should take a hit and do a project as a loss leader. In this week’s show Marcus explains why loss leaders are sometimes a good idea.

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Paul’s corner: Ongoing role of the website manager

While writing my book I have been thinking a lot about the role of the website manager. In particular it has struck me how underestimated the role is. One aspect of the job that is particularly overlooked is the long term commitment involved. In the book I talk about what that ongoing role is and what companies need to consider if they are going to properly support a website over it life. Fortunately my publisher is keen for me to share my thoughts on various aspects of the book so I have put together a blog on the ongoing role of the website manager.

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Web Designers reading list

Instead of doing an ask the expert section this week I thought I would answer the single most common question I get from people who listen to this show…

What books would you recommend.

This is something I have blogged and spoken on before but I am going to give you my latest list of top picks based on my ever growing reading list.

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Question of the week

What books would you recommend about web design? Answer in the comments.

Show 96: Moll on Mobile

On this week’s show: Paul suggests some ways a client can pick which agencies to ask to tender. Marcus asks when is speculative design okay and Cameron Moll explaining how to get started on the mobile web.

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News and events | When is speculative design okay? | Who to ask to tender? | Cameron Moll on the mobile web

News and events

Social Participation as a business tool

Back in 2006 I spoke at refresh06. One of the presentations I gave there has since proved a popular subject and I have been asked to speak on it again a number of times in various forms. It is on the subject of social participation and how to use it as a marketing and business tool. Social networks and communities are often seen as the domain of the teenage crowd with sites like YouTube and MySpace dominated by this demographic. However, community based applications are applicable to all audiences and can be a powerful tool for businesses.

After preparing the latest incarnation for a presentation I am giving at IBM, I thought I would do a run through (as I have only limited time). Discovering the new record feature in keynote I decided to record the whole thing and upload it for all to see. Hope it is useful.

Test your website for mobile compatibility

So this week we have Cameron Moll on the show talking about some of things covered in his new book “Mobile Web Design”. In his book he mentions an interesting site that I would like to pass on to you. It is a web application that allows you to test how well your website would appear on a mobile device. You simply enter your website address, wait while it calculates your results (it even gives a random mobile web development tip while you wait) and then view a complete breakdown of any issues with your site.

The report is distilled down into a single score but you can also see performance in each of the individual areas including:

  • Speed
  • Cost in terms of data access
  • Quality of code

and a whole host of miscellaneous tests. However, best of all is the fact that it also provides an emulation of what your site would look like on a whole host of mobile devices.

Laying out inline images

My next story tackles one of the mixed blessing of content management systems. Although it is great that content management systems allow clients to add content themselves they almost always fine a way of screw up the look of a site in the process. One way that they manage this is adding inline images. They are often required to add specific classes to images for them to be displayed correctly. Unsurprisingly the client sometimes fails to do this and the design becomes broken.

This week the List Apart website proposes one way to slightly reduce this risk. They use javascript to detect content images on a page and then apply different classes based on the width of the image in relation to its containing tag. In other words the Javascript detects whether the image is a full column, half column, or quarter column image and lays it out appropriately.

Its not the perfect solution and there are still ample other ways clients can screw up a design but it is a nice use of javascript that enhances a design without being mission critical. I think seeing this kind of use of Javascript and we should all be looking to use it for this type of thing.

10 Usability nightmares you should be aware of

My last story this week is another top ten list from the guys at smashing magazine (they do like their lists!). This one is a list of the top 10 usability mistakes and I have to say it is an entertaining list focusing on some big name sites. The list includes:

  • Hidden log-in links
  • Pop-ups for content presentation
  • Dragging instead of vertical navigation
  • Invisible links
  • Visual noise
  • Dead end
  • Content blocks layering upon each other
  • Dynamic navigation
  • Drop-Down Menus
  • Blinking images

Each mistake is explained in detail including some offending screenshots. A worthwhile read for us all.

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Marcus’ bit: When is speculative design okay?

I have decided to talk about speculative design work this week because we have recently produced a couple of designs and, although we recommend that it should be avoided, sometimes you simply can’t.

Unpaid prospective work is the bane of all of graphic based agencies and freelancers. It’s also something we have looked at before, but it’s such a significant subject I think it’s a good idea to look at it again.

The worst case

Some ‘clients’, and I use the word loosely, are simply looking for free work. It seems that they think ‘art’ or ‘drawing’ is not real work and is something that only fools pay for. They usually ask for a number of different page designs and concepts and will often ask for revisions on delivered designs.

The project often ends up being dropped by ‘the board’ and then mysteriously, a few months later, something very similar to your design appears for all to see.
These people are effectively stealing from you. Don’t do it.

When is it ok?

If you take the line that we should never do unpaid work then the answer is ‘never’.

However, life simply isn’t like that so you need to make some choices. You could argue that as long as the client is genuine i.e. it’s a real project that someone will win and subsequently get paid for, then it’s ok. It’s a fair fight and the best design will win.

But, this isn’t just about getting paid.

Educate (how many times do I use that as a heading!)

Speculative design is a beauty contest. The whole point of the exercise is to impress the client. This can possibly be seen as taking a somewhat derogatory view of a client’s ability to make the distinction between a design for them versus a design for their users. But even for those that understand the distinction, I don’t think it is possible to separate ‘what I like’ from ‘what is right for our users’. If there is a choice, then people can’t help picking the one they like best.

Added to this, there’s the big issue of designing in the dark. Even if a client has supplied a detailed brief and they’re happy to chat on the phone, the guy pitching still doesn’t really know what the requirements are. The early part of any design project involves detailed discussions about an organisations USPs, target audience, brand values, site statistics, site goals, etc etc.
User interface design is a collaborative process between the agency and the client that goes through an iterative cycle based on user feedback. This simply doesn’t happen with speculative design work.
So, in summary, always have this conversation with prospective clients. I know for a fact that on one job, we won the work by doing so. The client saw it as the most professional and well thought through approach taken by the agencies pitching for the job.

However, sometimes you have to do it or you will jeopardise your chance of winning the work – but still have the conversation and ask whether or not producing an initial concept will adversely affect your bid.

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Paul’s corner: Who to ask to tender?

With literally millions of web design companies worldwide where do you begin when trying to draw up a list of potential agencies? Who do you invite to tender?

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Ask the expert: Cameron Moll on the mobile web

Paul: Okay so joining me today is Cameron Moll. Good to have you on the show Cameron.

Cameron Moll: Hey, thanks Paul.

Paul: I think this is your first time on Boagworld, is it not?

Cameron Moll: Yeah it is.

Paul: Ah that’s good stuff we alway like to get new people on instead of having the same old boring people on every time. Nice to get someone from the States as well. Which is good.

Cameron Moll: Yeah absolutely and I’m kinda bummed you didn’t pick me for your hundredth episode.

Paul: Well if your in London you can come to our hundredth episode and join in the show. Do you happen to be over then by any chance?

Cameron Moll: Uh, when’s that gonna be.

Paul: Uh, October 20.

Cameron Moll: Um, unfortunately not.

Paul: Argg.Shame, what a shame. Yeah, so we’re looking forward to our hundredth that should be fun. So I mean the reason we’ve got you on the show today is because you’ve just produced a book called Mobile Web Design. This you already know I’m sure. So we thought it would be good to get you on the show just to talk about some of the things that you kind of cover in the book, and give a bit of an introduction, um, to the world of developing mobile websites. And um the question I wanted to kick off with is in your book you dicsuss kind of four different responses to kind of mobile web. In other words four different approaches people could take when they start thinking about the subject of mobile web design. And I just wondered whether you could talk us through those four different approaches that people could use.

Cameron Moll: Yeah that’s probably a good place to start. Um, most of these are straight forward right. It’s I think a pretty simple thinking to understand how one would approach the mobile web. And uh, you know I produced these about two years ago as I was trying to understand how someone like myself, you, how we would make that leap over to mobile. The more I was researching it the more it became apparent that you know there is really these four methods, and what they boil down to is, uh, is this. So one, you essentially do nothing. Two, you reduce the number of images and styling therby reducing the file size, uh, the page weight and so on. Three, handheld style sheets and then four, mobile optimized or what some refer to as content adaptation. And uh, the breakdown is essentially this, if you’re going with that first approach your saying “You know what, I’m going to do nothing.” I’m either lazy. I assume that my users have devices that can support the content I already developed and uh, you know when you think about the mobile web obviously the question that comes to mind is what technology am I going to use? How am I developing content for mobile devices? And fourthly, most devices out on the market today will support well structured mark up out of the box. And so most of the devices being sold, most of the devices that people have in hand today are going to support your html markup. So a lot of user will take that approach, I guess developers that is, take the approach to say you know what, what I have developed it good enough. I’m going to push it out there. And with things like the iPhone and some of the higher end Nokia devices that are out on the market, most of those devices can support a full desktop experience. Right, so it’s this idea that I refered to as content zooming. And so with the iPhone I can see the full website. I can pinch or zoom in. With some of the Nokia devices and Oprea mini 4, I can have that same experience. And so the thinking with that first approach is, lets just leave the content as is and allow those higher end devices to access them.

Paul: Sure (thoughtfully like he is paying attention)

Cameron Moll: Uh, the second approach. This essentially takes the existing markup and content and says lets pull out the images. Lets pull out the styling and allow users to access that raw content. And the thinking there is we’ll reduce the file size. We’ll take out all those big images, that unnecessary styling. Most of the devices out on the market today, well I shouldn’t say most, but alot of them don’t support the styling that you and I are used to using on the desktop. So, the thinking here is just to pull all that out and allow the device to see the raw content. And after all people are after the content not necessarly the background images and colours and things like that. Now the third approach is perhaps right now the most controversial, and that being handheld style sheets. I mean these have been promoted as kind of this poster child of all things web. So any device whethe it be a mobile device, a car a watch or what have you should potentiall be able to take the same markup and with a style sheet specific for that device, again it might be a printer it might be a mobile device. Being able to attach specific style sheets that render the presentation differently for that given device. So the idea being, you know if I just attach a handheld style sheet to my markup. I don’t touch the markup. I don’t touch anything else. I just add that handheld style sheet then great it’s going to display it differently and so on. Of course there are drawbacks to this approach and I guess what I’m skipping here is there is drawbacks that I cover in detail in the book to.

Paul: Yeah (thoughtfully like he is paying attention)

Cameron Moll: To each of these approaches. They all have pros and cons. The biggest one here with handheld style sheets, cutting to the chase, is the fact that not all devices support it. I would guesstimate, I don’t have any exact figures, I don’t know that they exist. But is guesstimate only about half the devices out on the market will support handheld style sheets. And even of those that do the support is somewhat shotty. In that some of those devices will correctly obey a property such as “display none” but they’ll still in the background download the associated content with that. So if you’ve got a large image for example, and you attach to that “display none” it won’t show it but it’s still gonna download in the background that image or that content. So right now, at least, using handheld style sheets is a bit of a pipe dream. It’s just we’d love to be able to have the power to access those, that capability. But right now it’s just not all that feasible.

Paul: Hmm. (thoughtfully like he is paying attention)

Cameron Moll: Finally, on the fourth point, mobile optimized content. This is where you say “You know what. I understand that the environment of being mobile, this idea of context is different that it is when I am sitting at my desktop.” It’s different because I might be using one hand for data entry. I’ve got a much smaller screen and naturally I’m out on the street. I’m out driving or something along those lines. So we say what’s different about that experience, then sitting at one’s desktop. Proponents of this fourth approach essentially say, “You know what the other approaches, especially the do nothing approach completely ignore context.” And that is what is the user doing when they’re out walking. When they’re on the tube or the subway and so on. So this last approach says, okay the context of being mobile is different than anything else. People want to do things differently when they’re out and about. So we’re gonna reformat our content to cater to that experience. We’re gonna present and entirely different experience, and altered experience perhaps to that of the desktop that addresses the specific needs of being mobile. The arguement I make in the book, I guess coming full circle with these approaches is, I often get asked the question “Well what’s the best approach then Camerson?” I don’t know. And you ask 20 different people in this industry and you’ll get 20 different answers. Right now I think the most feasible approaches moving forward are the first approach, do nothing, and the last approach, to create mobile optimized content. The arguement being is one, you need to understand first of all the context of mobile users and therefore adapt that experience to that context. But at the same time you have alot of capable devices out on the market that may be able to render a full experience that users are used to elsewhere.

Paul: I mean you talked there about context and in particular the fact that peole might be using it one handed or whatever else. What are kind of the major differences that you are seeing between kind of a user experience designed for the desktop compared to user experience designed for the mobile device? How do they alter? What should we be doing differently?

Cameron Moll: Well I think that the key phrase here is mobile right. So Barbra Ballard, I quote her in the book, I love her quote that essentially says that when we’re talking about mobile it’s referencing the user not the device. And I think if we start there saying okay mobile is about the user not necessarily the device that they are using but the user. We then start to understand. Okay what is this user trying to do? Where are they? What are the limitations that they confront? And what are the oportunities that are provided through mobile that might not be provided elsewhere? So, it’s not about how do we make this experience similar to the desktop, but how is it different? How do we make it different and how do we welcome that different experience? So this idea of context, it’s this idea, you know, you have this great content, and we hear this phrase “content is king.” Well I argue that context is king. Cause when a user is mobile that content is of little value if you ignore the context in which it is being used. That inevitably leads to the question. What are the needs? What are the problems? What are the tasks that users may encounter in an environment of mobility. Then that leads to what are the opportunities that mobile provides for that given context. For our content, for our company that the PC doesn’t.

Paul: Yeah. I mean it’s a very interesting area because it’s almost somethign you need to address on almost an individual project basis. Looking at what content you’re working with, and working out what of that content is actually relvant to a mobile device and which isn’t. I mean you use an example about that somebody’s probably not going to want to look at your portfolio page on your personal website on a mobile device. It’s just not the right context. I guess that’s what your getting at there.

Cameron Moll: Right. You bring out a very interesting point and that is, let’s say a given company. Let’s say you and I as developers are working within an organization right. And we’ve got 20 projects that we manage. Something you said earlier keys to the point of looking at those 20 applications or websites and saying okay first of all which of these 20 apps might be relevant to someone being mobile. We cut that down to say 5 or 6 or whatever the number becomes. Within those applications or sites if we’re talking about existing content here within those applications or websites it’s those 5 or 6 as being perhaps suitable to mobility. We then look within those entire applications, so within a given application for example that might have 20 different tasks that a user does with that application. We then say okay which of those tasks are relevant to someone being mobile. So it’s this process, at least with existing content, looking at what are the applications we provide and within those applications what are the features that are going to be relevant. Now what that also ignores though is the fact that we’re not saying what are new opportunities? What applications have we not developed that might cater to mobile? Or within an application that we have developed, what opportunities such as location awareness might be provided to a user that we just haven’t even thought about it.

Paul: Yeah. I mean that whole about the fact that you get into this mentality that a mobile device is a cut down version of what you provide on the desktop. Actually, there are opportunities to do stuff on a mobile device that isn’t actually possible on a desktop and the location aware stuff is a good example of that I guess.

Cameron Moll: Right exactly.

Paul: Okay. So lets say as a web designer I’m beginning to get a bit excited about the mobile web. It’s obviously the way that things are going. You provide some excellent statistics in your book about take up levels of mobile devices and I’ve cribbed those and used them on the show before. So I think that there is a lot of people that are listenin to the show and going yeah this is something that I am really quite excited about. But where do I start? What kind of technical skills to I need to develop mobile websites? Is it enough to just know standards based design? Or is there other thins I need to know as well?

Cameron Moll: You know that’s a perfect question. If you look at where we are at now today it’s totally different then say 4 or 5 ago. I remember the same hype 4 or 5 years ago where people were saying mobiles coming. Developing websites for mobile devices is the next big thing. It just kind of died out. I think largely it was due to the fact that back then you still had to develop in WML, which is not a cryptic language. It actually provided a lot of clarity and unity to the mobile web environment 4 or 5 years ago. But at the same time it required that a lot of us had to learn a new language in addition to HTML or CSS. That’s no longer the case. So this second time around when we hear this hype about the mobile web, to me at least it feels much more real. Because now we have again, as I mentioned earlier, most devices out on the market, in fact nearly all of them support HTML, XHTML, and some level of CSS. So that means that you and I, we already know HTML. We already know CSS. We can take that knowledge and start developing content for mobile devices. Whereas 4 or 5 years ago we had to learn a new language just to get over that barrier of providing content. So the good news is, for the most part, really if you know standards based design and development techniques, you are 90% there. I think the other 10% is left to understanding context. So trying to understand what those limitations are with mobile devices and mobile users. And also looking at the opportunities. so again we’re talking about smaller screens, data entry. Those being limitations but at the same time location awarenes. Users just want to do things different. They’re out on the go, which can be a great advantage depending on what kind of content you’re providing. So I think the good news here, long story short, yes. You and I can just build on the knowledge we already have if we just start to understand just a little bit about what the users are doing.

Paul: I mean you say. It’s interesting some of the words you use. You say ‘for the most part.’ Or ‘some browers understand CSS.” And I think that’s the other big fear that people have when they start investigating the mobile web, is the huge plethora of different browsers and devices and all of this kind of stuff. And it seems like how the hell am I supposed to test on that. It’s impossible to test on every conceiveable device and every conceiveable browser. Where do you start? Where do you put your initial efforts?

Cameron Moll: You know when I first started talking about mobile I think I was a bit to pessimistic in that I would stand up, say in a conference or in an article, and say okay if you’re going to test for mobile devices be prepared to test on dozens of browsers and if you think 4 or 5 desktop browsers. And getting consistency right for those is difficult. Wait till you see the mobile web. I’m a bit more optimistic now. I hope the book at least comes across that way and when I talk about it at conferences it comes across that way. And the reason being is this. There are some pretty easy ways to deal with that challenge of consistency. Of testing for mobile devices. Of just developing content period for mobile devices right. So you and I, you use probably the web developer extension for Firefox. We both probably at some point used Opera. Both of those browsers with those extensions and plugins can, at least at the very start, render and initial small screen preview. They both have options to be able to do that. So starting at the very least we can develop, again because we’re developing in XHTML rather than WML, we can within the browser at least do a very quick test to see roughly how it’s going to show up for the user. After that, once you’ve got at least the markup structurally sound you can then jump over to emulators. Now there are plenty of online emulators. .moby provides one. Opera mini provides another and there’s several others out there. But also there’s desktop software that you can download to be able to emulate mobile devices. So then taking 5 or 10 mobile devices I can now test how my content’s going to render, and it’s very close to how it will actually render on the device. But you can’t stop there. The last step has to be actual devices. And I think this was what was insurmountable for me starting out as a mobile developer. At least a beginner saying oh gosh do I have to go out an purchase 100 devices to be able to test my content. Well fortunately you can get away with 5 or 10 devices. If you can get 5 or 10 devices that vary widely. By that I mean one being a very basic phone, another one being a PDA,another one being a popular device such as the Razor. If you can get 5 devices that vary widely, 5 to 10, the chances are that that content is going to render well for most devices out there on the market. That will get you close enough. A lot of that is based not just on my personal preference but on the case study that I offer in the book. That is the Yahoo! website for the FIFA world cup last year. They took that approach. They said you know it would be difficult to test on 100 devices but we think if we can get 5 to 10 widely varying devices that chances are our content is going to display well for a global audience. Which indeed it was for that particular website. So that’s the arguement that I’ve made. I’ve hear others make that arguement as well. And it’s not difficult to get that number of devices right. So you can probably get 3 to 5 from yourself, from friends, collegues and so on, on loan for a couple hours. If you’ve got a blog you can ask for volunteers to do testing. I’ve done that before and it works pretty well. And then finally anyone can hop on eBay and do a search for unlocked mobile phones and purchase phones for an affordable price and get you know 5 to 10 devices. That’s how I did it. You know I hopped on eBay. I bought about 5 phones that were unlocked and then I just take my SIM card and swap that around the phones when I am doing testing. So it’s really not that difficult once you’re done developing your content to make sure that it renders well for mobile devices.

Paul: What do you think about the kind of growing thing that we’re seeing at the moment about designing mobile sites for specific devices? Like the iPhone. Do you think that is a bad route to go?

Cameron Moll: You know I’m not going to say it’s a bad route to go. But I do question it’s integrity. Three years ago or so, when I bought, well this was a little bit after I bought my Treo, for example which is a feature rich PDA. There were all kinds of Treo specific sites that had been developed. So you had something like, lets just say you had something like ESPN.com/mobile/pda/treo would be the web address for that content. And it was formatted just for that device. When you think about all the devices that are out on the market you then realize that that becomes a big chore to try to develope content for X number of devices. Now I think with the iPhone at least you have that same experience being repeated. For me it feels in part like you know years ago when we hit up a website and it said best viewd with Internet Explorer 4.0 or something like that. You know that is what we’re seeing now with the iPhone. Granted the iPhone provides a much different experience and a much richer experience, which is great, but at the same time I worry that we are spending a lot of effort on a device that 1. Is not a market majority and 2. The device itself, the iPhone itself might change at some point in the future. I might have a larger screen. It may render content differently. Which then will require that we go back and rewrite that content yet again. So the arguement I’ve made is if it makes business sense to develop and iPhone optimized site well more power to you. Go for it. But I advocate as a default creating content that can render on as many devices as possible. Not necessarily just one device.

Paul: Cool. Thank you so much Cameron. That is incredibly useful. Where can people find out more about your book then?

Cameron Moll: The web address is mobilewebbook.com or they can find a link from my website cameronmoll.com.

Paul: Excellent. It’s a .PDF book that you can download instantly. Now waiting around for delivery at $19. The best thing of all is it’s nice a short. Just over 100 pages. Isn’t that right? Something like that?

Cameron Moll: That’s correct. And I’ll give your listeners a heads up that we’ve got a print version coming out in October to be announced soon.

Paul: Oh that’s excellent. So you’ve got the choice either way. Alright thank you very much for coming on the show Cameron. We’ll get you on again in the future no doubt.

Cameron Moll: Hey thanks Paul.

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Who do you ask to tender for your web project?

With literally millions of web design companies worldwide where do you begin when trying to draw up a list of potential agencies? Who do you invite to tender?

One option is to search on google filtering by geography. There are valid reasons for selecting a web design agency within the same country. Issues such as currency exchange, time zones and differences in company law can make working with international agencies challenging. However, beyond that, geography doesn’t play a large part. A web design agency is just as capable of designing a website whether they are next door or a few hundred miles away.

The best approach is to rely on word of mouth recommendation. Nothing beats a recommendation by somebody who has already worked with a particular agency. The best recommendations come from people you know and respect. Start by talking to your suppliers or other business partners. Who did they use to build their websites? What was their experience like? Next, if you are apart of a trade association see if they have any recommendations. They often have lists of preferred suppliers and even if they don’t you can always ask who produced their website. After that, try looking further a field. Search online for any forums or mailing lists related to your sector and ask for recommendations there.

A final option is to look at websites that you like or consider successful. Most websites will have a link somewhere to the agency that developed them. If they don’t, then a quick search on Google can often reveal the agencies name. However, it is important to be careful if adopting this approach. Just looking at a website does not tell you the whole story. The underlying technology could be a shambles, the management may have been appalling and the project might have exceeded its budget and missed specified deadlines. If you do select an agency on the basis of a website then you may be wise to call the website owner first and get their opinion on the agency.

By combining the various approaches above you should have built up a considerable list of agencies. How many agencies you choose to send the brief to is subjective. It depends on the size of the project and the time available. Invite too many and you have a lot of proposals to read and presentations to sit through. Invite too few and you may not receive enough responses to carry out a fair comparison. For an “average” website redesign (if there is such a thing) anywhere between five and ten would be a good number. However, the chances are that your current list is larger than that. How then do you refine it down to a reasonable number?

Assessing an agencies website

The most effective way of finalizing the list of agencies you wish to tender is by looking at their websites. An agencies website can tell you a lot about whether they are right for your project. The problem is that web design agencies are very aware that they are judged by their websites and so put a lot of effort into projecting the right image. Your challenge is to look beyond the superficial gloss and focus on what can be learnt about the reality of their offering.

It is easy to get seduced by alluring graphics and exciting animation. However, I suggest there are four essential pieces of information that you need to focus on.

  • Do they have the capacity to deliver? You need to be confident that their team is big enough and has the right skill to deliver your project. A good agency will ensure that information on the size and makeup of their company is available, in order to help you make that judgment.
  • Do they have the right experience? Agencies who have experience of working on similar projects or in the same sector, can prove invaluable. Their experience will dramatically reduce the learning curve and this will impact costs and timescales.
  • Can they produce the right design style? When we discuss design in the next chapter I will argue that brand identity and target audience, rather than the preferences of either the client or agency should dictate design. It is therefore important that the chosen agency is capable of designing a user interface suited to these requirements. Most agencies show examples of their work on their websites. Look for examples that are aimed at a similar target audience or mirror the style to your existing branding. Failing that make sure the examples on their sites demonstrate a broad range of styles. If all the sites they produce have a definite “house” style and that is not inline with your requirements, then look elsewhere.
  • Can they deliver your technical requirements? Good web design is about more than the user interface. Increasingly, web projects involve complex development work. An agencies website should demonstrate a capability to deliver these kinds of projects. There should be examples that are comparable to your requirements and using similar technologies.

If a website does not provide you with the information you require, then take the time to pick up the phone and speak to the agency directly. A five-minute phone call can be more enlightening than pouring over a site for hours.

Hopefully this process will allow you to create a definitive list of agencies you wish to invite to tender. Once the brief has been sent, expect the agencies to call with various questions. Be sure to note down the calls you receive. Who took the time to call you and who did not? Of those who did call, which asked intelligent questions and which had not read the brief thoroughly? These are all clues that help you build up a picture of the agency and informs your decision making process.

Show 93: dconstructed

On this week’s show: Paul talks about how to make the most of the footer, Marcus explains why cold calling never works and Gary Marshall shares some great advice on writing content.

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News and events | Why cold calling never works | Making the most of the footer | Gary Marshall on writing better content

News and events

iPod Touch

Unless you have been living in a cave for the last week you will already know that Apple has just released a new range of iPods including the massively exciting iPod Touch. What is so exciting about the iPod Touch is that it is basically an iphone without the phone. This means it has WiFi and a fully functional web browser. This is a major development in the web design world as it will mean millions of internet enabled iPods and a whole new audience in a whole new context.

What is more Apple has also done a deal with Starbucks where by songs played in Starbucks can be purchased directly on the iPod. I am convinced this is just the tip of the iceberg in terms of context / location aware mobile web. It won’t be long before you arrive at a University Campus and access a campus map or go to a shopping mall and access all of the menus of the various restaurants.

With the iPod being such a universal device now is the time to think about how you are going to utilize the power of the mobile web.

Free photo manipulation tools

This week I came across a site stuffed with loads of free photo manipulation tools. These guys have certainly been busy as there are loads of really fun tools including a Mosaic maker, CD cover creator and even a Hockneyizer. However, probably the most useful tool to us web designers is the palette generator. Upload an image and it will automatically create a colour palette based on it. Nice!

dconstruct feedback

This last week also saw the dconstruct conference in Brighton. I was fortunate enough to attend it and got to hear some truly remarkable speakers. I am not even going to try and recount all that was said, however I do want to particularly mention three superb talks.

Tom Coates, gave a mind blowing presentation on shifting our thinking from a website model to a data model and the consequences of this in terms of how we develop applications and how users navigate data. Tom’s presentation really felt like a glimpse of things to come.

Leisa Reichelt gave an inspiring presentation about how we develop projects. Amongst other things she talked about Agile development and I have to say this was the first time it has been explained in language I understood. This talk definitely made me reconsider how we run projects.

Finally, I couldn’t mention dconstruct without talking about Jared Spool’s presentation on experience design. Jared (who is a superb speaker) took us through how to create great experience design, explaining why it is important and how to draw together the necessary skills to make your design stand out from the crowd. Compelling stuff.

The reason I mention all of this is that all of these talks will soon be released as podcasts and I wanted to strongly encourage you to check them out!

170+ Expert Ideas From World’s Leading Developers

The final story today is the release of an article on the smashing magazine website. The guys at the magazine interviewed 50 designers and asked them 6 questions. This has led to an article with 175 professional suggestions, tips and ideas.

Its always fascinating to see how other designers work so this article is definitely worth a once over.

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Marcus’ bit: Why cold calling never works

Ok, to say that cold never works is a bit strong because very occasionally it does. I should also qualify that I am talking about winning quality web design work here.

So, a more appropriate, but considerably more boring, title would be: why cold calling almost never works when selling quality web design services.

But, in my opinion, you don’t really even need to qualify the ‘what’ you are selling. I guess there are certain products or services that can, effectively, be sold over the phone to a person/organisation that you don’t know but I expect they are few and far between.

The word ‘effectively’, in the last sentence, is pivotal to this. I would love to see the ratio of telesales staff costs against actual sales won via the telesales force for, say, a double glazing company over the last year. The fact that I seem never to be called these days by double glazing companies suggests that my suspicions are correct and it simply isn’t worth it.

I don’t know anyone who likes being called out-of-the-blue and certainly, no-one who has actually bought anything through this process. I think most people are instantly ‘on guard’ and mistrusting of a cold call. This has worsened, I believe, over time and has now reached the point where it has almost become a joke.

Anyway, I’m rambling off the point – back to web design.

You can’t create a project that doesn’t exist

This is the main issue. Even if you are lucky enough to find a receptive listener, the chances of calling them right at the point where they are thinking about starting a web project is remote. The best you can hope for is that contact will be made later when a real project does happen.

You may not be talking to the right person

It is very possible that the one successful call that you made after a day’s banging the phone was actually to a chatty junior who cannot make or even influence decisions. Asking to speak to the ‘marketing director’ or ‘person in charge of the web budget’ etc is a recipe for an instant hang up.

Even if you are speaking to the ‘right’ person, chances are they will have to go to other partners or directors and that group will want to know track record, where did the recommendation come from etc.

Making yourself known

Ok, so you can’t actually win work cold calling but you can occasionally start the process of winning work through a cold call. However, I would say from experience, that this cannot be a completely cold call. You need at least one thing connecting you to the person at the other end – and the direct mail piece you sent them two days ago does not count because they will have instantly thrown it in the bin!

The kind of things that can make this type of call potentially worth it are:

  • Work done for one of their competitors (vertical selling)
  • Locality (“we’re in the same town”)
  • Professional connection e.g. a print designer you are close to works for them
  • Social connection e.g. my neighbour Dave Smith works for your accounts department and thought I should call you….

But remember you are simply selling your professionalism, skills and competence; basically, just the chance to pitch for work when it comes around.

However, I would recommend that the majority of your efforts are spent on a) ‘hot’ calls to people who contact you with real projects and b) your existing clients as they are usually your best prospects.

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Paul’s corner: Making the most of the footer

This week I thought I would try and tackle a question from Peter in Italy…

Disclaimer, copyright, accessibility statement and privacy policy; these are the links that can often be found in the footer of a page. Why is it important to add this information on a website and what should this information include?

The footer is the graveyard of many websites. The place where links are sent to die. However it doesn’t have to be that way.

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Gary Marshall on writing better content

Paul Boag:
So, joining me today is Gary Marshal, a technology journalist and author and many other good things as well. Hello Gary.

Gary Marshall:
Hi Paul, how are you doing?

Paul Boag:
Not too bad, good to have you on the show, we had you on once before as I remember.

Gary Marshall:
Yeah it was a couple of months ago now wasn’t it?

Paul Boag:
Yeah it was a little while back. What I thought would be good today is to get you on to talk in broader terms about writing for the web, and writing in general, as obviously that’s what you do for a living. That’s your job, and so I thought I’d kick off with really a question about copy writing and copy writers; do you thing website owners should be looking to get a professional copy writer in to work on their website rather than doing so themselves?

Gary Marshall:
I think it depends a lot on the website that you have, if your doing something where your unique selling point is a fantastic price for a product, then it probably doesn’t matter too much what the copy’s like, but the more important the text of your site is, the more important it is to have good text. So take for example if your site is a brochure then obviously the quality of copy then is really, really important. There’s also the technical side of writing as well, which is not so much a copy writer but more of a technical writer for that so you know, product information, frequently asked questions, support, that kind of thing.

Paul Boag:
What benefit do you get from getting in somebody who does this professionally in preference to trying to do it yourself, where’s the real kind of money earner in it? If that makes sense, the return on investment.

Gary Marshall:
Yeah. Well it really depends on what your sites all about. One of the things about getting a professional to do it is it saves you time, the same way you would get somebody in to do stuff around the house because your time is better spent doing what your good at. But particularly with copy writing, if you get somebody who is pretty experienced in this, what they’re doing isn’t so much writing, but its writing that works. So you know a good copy writer can say more in a sentence than your average guy can say in 700 paragraphs, which is one of the reasons that guys in advertising get paid so much, because they come up with these fantastic strap lines that lodge in peoples minds.

Paul Boag:
Yep ok that’s fair enough. Obviously the main thing that puts off people from getting a copy writer is the cost associated with it and sometimes its just prohibitive, although I have to say that I get somewhat confused that people recognise they cant do design and they get a designer in to do that but somehow people think they can do copy which is somewhat confusing sometimes.

Gary Marshall:
Yeah, it’s not that expensive. If your going to have a multi page, 1000 page website then yeah it is going to cost you a fair whack of cash, but he majority of writers tend to be paid by the word, so you’ll set a rate, and what it is you want to get and the end result isn’t going to be an awful lot of money. Your looking at a couple of hundred quid for a couple of thousand words, its not a lot.

Paul Boag:
No I suppose in the grand scheme of things that isn’t much at all is it? If you think of the amount that people pay for content management systems and design work and usability testing and all that other stuff.

Gary Marshall:
Provided they’re good at what they do. Of somebody is going to polish the text in your website, and make what you do sound absolutely fantastic, if that makes the difference between somebody hiring you or not or somebody buying your product or not then it’s paid for itself.

Paul Boag:
So, making the presumption that there are some people out there that just aren’t in a position to hire a professional copy writer and its just not an option – what advice would you give someone who is starting out writing copy for their own website? Where would you start? What are the most common mistakes?

Gary Marshall:
I think the most common mistakes are thinking from your own point of view rather than from your visitors point of view, I’d say that’s probably the worst offence that you can do, and it’s the old moaner when if you have a frequently asked questions section it’s the questions you hope people would ask rather than the one people actually do ask, you get an awful lot of people where on a website the fist page is the entire corporate history and as a visitor I don’t care, I don’t want to know this stuff I want to know what are you going to do for me why should I hang about here. So it needs to be very much ‘put yourself in the customers shoes’. Have a look at other websites and see what you like about them and what works on those sites. The other thing you need to think about big style is search engine optimisation. I was talking to someone the other day who was saying ‘when we do searches on particular products and particular areas we just don’t come up in the results at all’ and I said ‘do any of these phrases or words feature on your site?’ the answer was no. That was probably why they weren’t featuring in the search results! It might be obvious to you that your search should come up if you look for, I don’t know, web design companies in Brighton, but if you don’t have the words ‘web design’ and ‘Brighton’ in your website its not going to be indexed by any of the search engines. That can be a really difficult one to pull off, you see a lot of  bad copy writing that’s done purely on the basis of SEO, where they’re just trying to get as many different phrases in as they possibly can to try and get it up in the Google rankings and I think that’s counter productive because ultimately your trying to get humans to read this and if somebody comes to your website and the whole thing is stacked with all these meaningless phrases that don’t actually give you any useful information at all, then your just going to go ‘what a waste of time, I’m out of here’

Paul Boag:
Do you think there’s a difference between writing for the web and writing for other mediums?

Gary Marshall:
Yes

Paul Boag:
What kind of differences? What should people be doing differently?

Gary Marshall:
The biggest one is brevity, simply because your reading on a screen – you’ve no control over what sort of screen people are going to be reading on for starters, so I might be looking at it on my BlackBerry, you might be using a 22 inch monitor, but web content doesn’t lend itself to huge blocks of text and long, long sentences so you need to think much more visually than you do with the printed page I think, break it up a lot more and have a lot more white space. The way to present it can be important also, even having a bigger gap between lines can make a big difference to whether your text looks appealing or not. Again, work back from the basis of ‘what is it that your visitors are going to want here?’ You need to really start with that. I find that bullet pointing is usually a very good way to approach it. So, you sit down and think ‘what are people coming to my website for? And what is it they’re going to be looking for?’ and answer that first. If you’ve got a bit of spare time go into you full corporate history and everything you’ve done in your life, but concentrate on the purpose of your site first.

Paul Boag:
It strikes me that websites, unlike other mediums aren’t linear, so you have the option to start with the top level brief information and highlights, and people can kind of dig down to the in depth stuff if they want to.

Gary Marshall:
Indeed, one of the things you see in print a lot is the use of ‘pull quotes’ to draw your attention to a particular bit of the body copy, and its basically a sales technique and exactly the same thing works on websites and can be very effective and can encourage people to read more. The other thing I would say is try not to link too much in your actual body copy because every little blue line there is a potential reason for someone to disappear.

Paul Boag:
Ok that’s interesting.

Gary Marshall:
I think it can get in the way – if you’re trying to engage people you don’t want people to go off on tangents because you’ve got this short attention span thing going on.

Paul Boag:
Yeah I can accept that – the other thing as well is that if the page is full hundreds of links it makes it visually quite difficult to read as well.

Gary Marshall:
Yeah and avoid these kind of hover over adverts that infest websites. If it looks like a link I expect it to be a link and if I move my mouse over it and just get ‘find out about hotels in Guatemala’ or something its instantly away from the website. There’s something as well, I don’t know if its true or not but in journalism school they teach you when writing for tabloids you should write on the assumption that your reader is going to be a small child, and I think that can work with websites as well because it really does focus you on getting the information there quickly with the minimum amount of waffle and without going off on huge tangents. And like the old press thing as well where you have all the information in the first paragraph and you expand on it as you go along, so you should be able to chop from the bottom. If you’ve written 500 words, you should be able to chop the bottom 250 off that without losing sense of what you’re doing.

Paul Boag:
Yeah that’s good. So, websites are one thing – your kind of corporate websites and things like that, but more and more organisations are starting to use blogs as a method of communicating. Do you think there’s a difference there? What advice would you give to people writing posts for blogs?

Gary Marshall:
Be sure that you want to do it in the first place. Jacob Neilson quite famously said the other week that businesses shouldn’t blog, and he’s getting a bit of a headline generator there – he doesn’t mean no business should blog, but it can backfire because the nature of blogging is very much off the cuff, very quick reactions to things and that’s fine if it suits your particular kind if business, but if people are coming to your site for in depth information then I don’t think blogging does suit because by it very nature blogging is your most recent thought at the top so if you don’t have regular readers its quite easy to fall into the trap of assuming everybody knows the context of what your talking about, and they might not because you wrote about it 3 weeks ago or 3 months ago. That’s quite a common pitfall I think. The other thing about blogging is because it’s quick and easy it does encourage you maybe not to craft things as well and not think things through. You have got to remember that this stuff potentially hangs about for eternity. So it might be tempting to, I don’t know, slag off the competition or something but it could well come back and bite you later on. I think with blogging, it comes back to any sort of writing – you need to know what your trying to achieve with it because if you don’t have a clear idea of what your blog is going to bring to your website, and what benefit its going to bring to your visitors and customers it’s a potential massive waste of time and effort that you could be spending on something more interesting.

Paul Boag:
Yeah.

Gary Marshall:
I sound really negative; I don’t mean to be really grumpy today! But I think it’s a bit like in the early days in the web there was always these wonderful ‘do-hickeys’ and logos you could slap all over your website and lots of people did without actually asking ‘does this bring me any kind of benefit whatsoever?’. Done well, blogging can be a fantastic thing on a website. I’ve seen a few examples of it in all kinds of things – I was looking for drum loops for ‘Garage Band’ and I was looking at the various drum loop companies and I found one that the owners blog, and they talk about how they do the stuff, what they’ve got coming down the line, why they think that they’re great and nobody else is and all this kind of stuff and I really quite warmed to them and that encouraged me to have a look on their website and I ended up spending money on it. Other sites that are just plain old e-commerce things and really don’t care. Unless your doing a kind of niche market where I don’t know, ‘golfing grandmothers’ or something then the very fact that you’ve got a niche people are more likely to pay attention to what you’ve got to say. I don’t care if the marketing director of Comet has a blog; I have no interest in what he’s got to say – so adding it to something like that would be a waste of time. I don’t want to read a blog on ‘great big faceless ISP dot com’ whereas ‘Merchant city music’, which is a music shop in Glasgow, I’d be quite interested in what these guys have got to say, so ‘We’ve got some amazing stuff coming in!’ or ‘we were away seeing a band last night and they were fantastic!’. That feeling that your part of a bigger picture can be really effective, particularly with smaller businesses.

Paul Boag:
Yeah, good stuff I couldn’t agree with you more. I think there are a lot of blogs out there that shouldn’t be out there and there are also some places that should be blogging that aren’t.

Gary Marshall:
Yeah I would agree with that.

Paul Boag:
OK thank you very much for your time Gary, it was really good to talk to you again and no doubt we’ll have you back on the show in the future

Gary Marshall:
No doubt!

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Show 91: God Bless America

On this week’s show: Paul gets to grips with the fact that the whole world isn’t British, Marcus explains how to deal with the client from hell and Julie Howell shares her expertise on accessibility

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News and events | Dealing with the client from hell | The international web | Julie Howell on Accessibility

News and events

There are tons of news stories which have sprung up since I last recorded a show. In fact I have spent all morning wading through my RSS feeds. Unfortunately as always I can only squeeze a few into the show so you will have to check out my delicious feed for the rest.

Gerry McGovern on Intranets

The first story I wanted to mention is a couple of posts by Gerry McGovern concerning intranets. I am constantly getting emails asking for me to talk about intranets on the show but somehow have never gotten around to it. Fortunately Gerry has and if you are somebody who works on intranet sites then you should take the time to check them out.

The first, tackles the basic problem of how to get senior management engaged with the intranet. Gerry observes that generally speaking management don’t consider the intranet an important asset to the business and so the site never gets the backing it deserves and requires. In the post he suggests the solution is in how the intranet is portrayed to management and goes on to propose a better approach.

The second article Gerry has posted on intranets is a breakdown of a report on what staff really want from their intranet. Basically, staff overwhelmingly want a better organized intranet where they can quickly find people, policies and procedures, and forms.

Gerry goes on to look at the numbers behind this conclusion and links to a summary of the results in PDF form.

SXSW Panel Picker

Probably the biggest web design news since I have been away is that SXSW have launched their annual panel picker. For those of you who do not know, SXSW is the biggest web design conference of the year and takes place in Austin Texas. The massive event has democratized their selection of panels by opening it up for you to vote on.

By going to the SXSW panel picker you can browse over 680 suggested panels and vote for the ones you like the look of most. Although this sounds great in principle, as Andy Budd points out, it can turn into a popularity contest for the speakers and not necessarily an assessment of the quality of the subjects.

That said, I need you to all vote for the three panels I am associated with whether you think they are any good or not! I don’t even care if you are attending SXSW or not, just get on the site and vote. Hell, I have crafted this podcast lovingly for you every week for over two years the least you can do is vote for me :)

Seriously though, I am hoping to be on three panels (yes I know this overkill) and am really excited as it is my first year speaking at the conference.

My panels are:

Hopefully at least one of these will come off.

HTML characters lookup

My next news item that I wanted to mention is a useful little tool which has recently been launched. I love this tool because it solves a really simple problem in a very easy to use way. Basically all it does is allow you to look up the HTML code you need to include ampersands, spaces or other characters which need to be escaped.

Let me explain the problem in case you don’t know what I am talking about. In HTML certain characters are reserved for use in the code. For example if you type an & it will interpret that as code and not text. It is therefore necessary to code up these characters in a special way. This online tool will tell you exactly how to do that.

You simply type in the character you wish to use and it returns the code you have to use. The site uses AJAX so results return incredibly quickly and if you are a mac user you can even download a dashboard widget.

Very useful indeed.

Moving from Print to the web

My final new story for today is some help for you print designers out there who are struggling to make the transition to the web. It is not always an easy process not just because of learning the technical side but also the mental shift involved.

Well, if that is you I would like to make two suggestions. First up, I would like to recommend an article I came across that takes you through the process of moving from print to the web. Its extremely good and makes some excellent recommendations about where to start.

Secondly, you might want to think about getting some training on CSS and XHTML. There are a number of courses out there but if you are UK based I would like to particularly recommend a beginners CSS course being run by Rachel Andrews and Drew McLellan. These guys are both experts in their field and they have a session coming up in October. Of course this course is ideal for anybody starting out with CSS, not just print designers!

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Marcus’ bit: Dealing with the client from hell

Found this rather frustrated boagworlder (Cadore) in the forum – read on&#…;

Hello everyone, I was wondering if I could get some feedback on how to proceed with a problematic client.

I have a small business client who contacted me about a website. After talking with her she decided she wanted a basic two column layout with some navigation, she would provide language, etc. All was good, but here is the main problem: I design the header or banner, whichever you call it, and she says it looks great, she loves it. Then we move onto the navigation, she likes the navigation, but now the header seems “too busy” – take a step back. One thing that cracks me up is she said in emails she wants to have a large amount of leaves throughout the design. So, I incorporate leaves and she says she is thinking of not having any leaves at all now. It’s like she wants to do the design for me? Me designer – you client. Do you understand what I am saying, every step forward she wants to go a step back. Now she has a problem with the navigation, and the background image, that she has loved and hated 4 times already. Does anyone have any advice how to deal with a client like this. I was thinking of having her sign off on every little things, but this doesn’t make for a happy working relationship. Any advice on you have proceeded with a client like this would be appreciated.

I have talked loads about getting contracts in place, making sure everything’s agreed up front etc etc. But, agreeing on the look and feel of a site is not so easy to nail down before you start working on a project.

Certainly do all of the following before you start:

  • Find out who will be signing off the design.
  • Encourage the client to make this as small a group as possible.
  • Talk to these people. Obviously, talk to them about project specifics (see below) but try to get to know them a bit. Get an idea whether they’re conservative in their outlook, arty, whacky&#…; whatever. I remember seeing a panel at SXSW where a Swedish creative director said that he insisted on getting drunk with his clients before starting the job&#…; there is some wisdom in that!
  • As them for examples of favourite sites, particularly in their sector. Ask them why they like them.
  • Ask them for any other marketing material that they have, particularly items they like.
  • Discuss their brand (even if it’s just their logo) and the importance of continuity. Make sure that you are aware of any limitations.
  • Discuss colours.
  • Discuss imagery. Ask for imagery that you can use.
  • Discuss layout.
  • Finally, when you’re discussing these items, make sure that you provide examples, choices, potential solutions etc. Your client is almost certainly not an expert web designer therefore they need ideas from you; alternatives if you like.
  • However, you must explain why you’re recommending a particular idea. You need to communicate that you are an expert. This is actually the crux of the problem I think. Successful designers communicate their ideas before they ‘put pen to paper’ and provide solid reasoning for their choices afterwards.

Summarise all of your discussions in an email. Insist that they agree (or not) upon all of the points in the email before you start.
Ok, so that’s all done, now you have a choice:

Limited iterations

This is when you say to the client:

‘Ok, we will put together a design concept for you. You can come back to us with any modifications/comments once that will be incorporated into the design concept, anything after that is chargeable’.

I think this works well for small client, low budget work because everyone knows where they stand and possibly expectations are lower. Also, constantly going back over a design can affect the bottom line of a small project a lot more than a big technical project.

Averaging things out

The problem with this approach is that it can piss off your clients. You can end up looking petty or, even worse, you can end up making changes for free after the agreed cut off point (“it was only a 10 minute job”)&#…;

The approach that we have ended up with at Headscape takes the view that clients won’t pay time and materials for design concept work (they need a fixed price), so we have estimated what we think the average time spent on this work and charge that to all clients. This price is per concept but effectively allows unlimited mods to that concept. If a client wants multiple concepts then they pay accordingly.

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Paul’s corner: The international web

Just before I went on holiday last week I posted an entry on boagworld. On my return I was gob-smacked to see it had generated the most comments of any post I have ever added to my site.

The whole thing started with an email I received from a first time listener to the show. He was complaining about a joke I made at the expense of my american listeners. Those who listen to the show regularly will know that this is not uncommon and this listener felt the comments were inappropriate. I posted a throw away line on twitter about this and accidently started a debate on political correctness and international differences. Overnight I found myself thinking a lot about the subject and this lead to a blog post on the international web.

I started by apologizing if my humor caused any offense but the main thrust of the article was looking at the broader issues of engaging with an international audience. I found the challenges of working across multiple cultures fascinating and felt it applied to all aspects of web design (not just podcasts).

However, unfortunately the majority of comments I received focused on the apology rather than the points I was trying to raise. I really appreciated the encouragement found in the comments but would like to come back to this issue of culture and cultural differences when designing for the web. This is a challenge that we all face and I want to cover the 5 points I mentioned in my blog post again for the sake of those of you who do not read my blog.

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Ask the expert: Julie Howell on Accessibility

Paul:
Today I’ve been fortunate enough to grab a few minutes of Julie Howell’s time. Julie is the director of accessibility at a digital design agency called Fortune Cookie and is also the former digital policy development manager at the Royal National Institute for the Blind. She has also been involved, I believe if this is right Julie, that you were involved as the technical author for the PAS-78 or do you call it P.A.S 78?

Julie:
It’s pronounced PAS. Also RNIB is for Royal National Institute of Blind People if you want to…

Paul:
Oh, I missed out the People didn’t I. Oh well, there you go.

Julie:
Well it’s a recent change anyway.

Paul:
Ah, it’s to keep me guessing. Anyway good to have you on the show.

Julie:
Thank you.

Paul:
And obviously, unsurprisingly we have Julie in here to talk about accessibility [laughs]. You know, it’s kinda a no-brainer really. So I thought the best place to start is, well Julie, it strikes me, and I know a lot of the people that listen to our show, that the world of web accessibility seems to be a bit of a mess at the moment. We’ve kinda got WCAG2 that seems to be taking forever to come out. We’ve got now this thing called the WCAG Samurai, what’s all that about? They seem to be in competition with WCAG2. Then whenever you go into or if you are brave enough to venture onto an accessibility forum, they all seem to be fighting over tiny details and you are terrified to say anything incase you get jumped over. Do you think that accessibility is in trouble and if so, what can it do to dig itself out of the hole? What can the accessibility community do?

Julie:
You know, I don’t think there’s as big a problem as is being suggested. I think that what you have to keep in mind is perspective and context. There is heated debate on some areas of the web about accessibility, how accessibility will change or how the guidance might change moving forward in the great big wide world of web design. But in the much bigger world of commercial companies posting content on the web, there isn’t that concern. Everything seems quite stable. It doesn’t worry me at all that the techies or the geeks, and I mean that in the nicest possible way, are having heated debate because it’s really important. That’s how things change and improve and move forward. What is important is that we as people who are part of what I call the accessibility movement, who care about accessibility and who care about the lot of disabled people, keep presenting consistent guidance to the people who really can make the difference to disabled people. That’s businesses who are putting their services onto the web. The fact that there is heated debate about the technicalities I think is positive not negative.

Paul:
It strikes me that there is a little bit of confusion among the business community about what is actually expected of them. Things like the Disability Discrimination Act. They’re not sure how it should be interpreted in reality. Do you think there’s a case or there’s a need for more legal cases to be taken up so that the boundaries of accessibility are better defined?

Julie:
I think there’s a few things in there. I think that the greatest problem that we have, rather than it being arguments about the technicality, is actually a PR issue. We have guidance. We have the Web Content Accessibility Guidance and the other two separate guidance published by the Web Accessibility Initiative. We also have the document published by the British Standards Institution, PAS-78, and I guess we’ll talk about that a little bit more. What we lack is any consistent and well resourced drive to raise awareness of those documents among the community that needs to now about them and that is businesses. That for me is the missing part of the puzzle. Of course the guidelines will keep changing because the technology is changing at such a fast rate. So that I think is healthy. But what we really do need is more effort put into helping businesses understand the guidance that we have. Businesses should not be engaged in the technical discussions because that’s not where they fit into all of this. Businesses want clear, succinct, and that’s a huge problem I have with WCAG2, succinct guidance so that they just know what to… Businesses are saying to us, and I’m saying “us” as in the voluntary sector, the government, the Disability Rights Commission (DRC), that they care about the disabled peoples access and they want to do something about it. They just don’t know what to do. They are confused about which guidance to follow and to my mind, that is due to poor PR and not having any single government department or agency in the UK responsible for pushing the guidance. We’ve got individual organisations and voluntary organisations such as RNIB and RNID doing great work on their own but there’s no government force or business force behind it. Championing the guidance that we have and saying “Actually, there’s no confusion here. The guidance has been published, it is stable and this is all you have to do to follow it. Go forth and get on with it”.

Paul:
Let’s talk about PAS-78 a little bit in context of the business community and what they need to know. Correct me if I am wrong but my understanding of that document is that it was meant to be advice for people that run websites, website owners, to really get them up and running. Is that a fair assessment of what it was about?

Julie:
Erm… I’ve never heard it described that way.

Paul:
[Laughs]

Julie:
[Laughing] I would say that it’s there to provide clarity. We were concerned by the feedback that we were receiving that people in the business community were confused about the range of accessibility guidance that was available on the web. If you go to a search engine and type in “web accessibility”, you get all sorts of stuff back and some of it seems to be conflicting. So what we wanted to do with PAS-78 was pull all of the web accessibility guidance that’s produced by WAI, and also that’s produced by the software developers such as Adobe and others like Microsoft, all together into a single document that can be read within a couple of hours if you want to sit down and read it end to end or could easily be dipped in and out of, which was the definitive guide to the process of making a website accessible. The existing technical guidelines are not for business managers so we have written a document that is in a language that business managers can engage with, can digest, and puts everything together as a process. So it talks about guidelines and it doesn’t seek to create any new guidance. It points to guidance that’s already been published by WAI and others. But it also explains this is a process. This is what you do at this stage and it’s very important to involve disabled people at this stage; at this stage you should write an accessibility policy, later an accessibility statement. These are some of the questions you might want to ask when you are appointing a web design agency. So it puts all of that together in one document. That’s what we were seeking to do really. There’s a few words I used when I was launching it. Two of those words were harmonise and consolidate. It was nothing new. It was bringing together all of the guidance so there was absolutely no doubt. If anyone in the business says “I don’t understand what to do to make my site accessible”, PAS-78 is the only answer they need.

Paul:
OK. So where would they find and get hold of that?

Julie:
Well PAS-78 is free. Now it’s freely available because of the Disability Rights Commission. If you go to the DRC, the DRC have a licensing agreement with the British Standards Institution. So if you go to the Disability Rights Commission website you can download a PAS-78. It’s available in a variety of formats including accessible PDF. After all the medium is the message. The website address for that is http://www.drc-gb.org/pas.

Paul:
Well that brings us nicely onto WCAG then doesn’t it. What are your impressions are of WCAG2, how the WCAG Samurai stuff fits into that and what your current thinking is on all of this?

Julie:
Yeah, we live in interesting times as they say. I’ve been involved with WAI to a lesser and greater degree since 1995. A long time. I’m very conversant in the processes that are there. Now I’m a policy person and a disability rights campaigner. I’m not a coder. I’m not a geek, meant in the nicest possible way, and I’ve got no interest in become one either. I used to design websites but that was back in the day and it’s all very different now. What I care about is disabled people getting access to the web. I care that businesses are enable to make that happen. So as your listeners know WCAG2 has been in development for a really long time. That in itself troubles me because that makes it seem like disabled people are a huge nuisance and very, very difficult to cater for because an organisation catering in specialising to disabled peoples needs on the web takes many, many years to come up with guidance. I don’t like the message that puts out and I think that fuels some of that kind of confusion and misunderstanding and hence that’s why we did the PAS. It was so much quicker and it puts out, I feel, the right messages. People joke about it now don’t they. How long it’s taken WCAG2 to appear and that is because it’s subject to a very rigorous process of course but taking a long time. Now it’s in its latest drafting stages and I have to say… I’m sure you’ve read it or at least looked at it. I haven’t read it because I don’t have the time to read a document of that size. However, it’s not for me. It really is a technical manual now and as a technical manual, what is important is that those of you who are developing code and need to read the technical stuff are engaged by it, will read it and use it effectively. So that’s where the checking needs to be done. I think in the past where we’re getting some of these struggles at the moment, is because WCAG1 was a document for all. So you could read it if you were a developer and you could also have a good read of it if you weren’t and get something out of it. Looking at it now, it looks like a technical manual. Then, for me, it comes back down to PR. If it’s a technical manual then they to call it such and make it clear. If you put that on the desk of any business director general / CEO and well you can imagine the reception that you’ll get, who wants to read that? That said WAI always produce very comprehensive guides to their guidelines and curricular to help the various groups to apply the guidance correctly. They will do so in this case and again for me it’s down to PR. It needs to be made very clear to each individual group, developers, business owners, advocates as well, which guidance is for which group so that we don’t get people belly aching “Oh this is too long”, “I don’t have time to read a document of 100+ pages”.

Paul:
What hadn’t occurred to me there until you just said it, the fact that this applies not just to people like Adobe and Microsoft but also applies to me potentially. If I’m developing a web application that enables users to contribute and upload content then in effect I’m being an equivalent of a Facebook or a Myspace and I need to be aware of those kinds of accessibility issues there are well. It’s quite interesting.

Julie:
It is and then it gets more interesting when you look at it in the context of the law in this country. We have the Disability Discrimination Act and that puts, and I choose these words very carefully, a legal duty on “service providers”. Now software developers are not covered by the DDA. However, the line is blurring. If a website is inaccessible, say a blind person goes to a site to do some shopping and it’s inaccessible, who’s responsibility is it? Whose legal duty is it that the site is accessible? Well it’s the owner of the business because it’s their service. But there’s an argument that the developer who coded the site has aided and abetted the discrimination. But we don’t have any case laws so this is all theoretical until we do get some case laws to back up what were saying. However software developers are not subject to the DDA. There’s a blurry of the lines, in my opinion, between a service provider and a software developer. But if I was to take an educated guess, if a disabled person experienced an instance of discrimination as defined under the Disability Discrimination Act and that happened because they tried to utilise a server via somebody’s page on a social networking site, who would be responsible? That would be very interesting. We also have the DDA, the Disability Discrimination Act. I have Multiple sclerosis. Everybody knows this. I’m very open about it and it really informs my work. Being somebody who stands to benefit, stands to live my life as I choose to and prosper because of the DDA, I can tell you from this side of the fence that the DDA is a very weak piece of legislation as it is. We don’t to date have any case law regarding websites but even if there was a case, it would take quite a number of cases to have any useful body of guidance other than what we already have and know as is published in PAS-78. Really that is your best guide. So yeah, interesting times that we live in. What I would say is that would hope that anybody who is responsible for social networking has a social conscience and cares very much about the ability of every member of society to be able to use the content, to both access it and create it. Unfortunately, disabled people don’t always figure in the planning process when people are putting together solutions and this is again where the web accessibility needs to keep on ramping up that awareness effort to get everybody to understand and to be thinking about disabled people at the earliest part of the conceptual process for new technology. It’s an issue we’ve always had that with web accessibility we’re always running to catch up because new ideas that come to market on the web really, really quickly and the trick to it, in my opinion, is getting close to the innovators, throwing in their face and keep on reminding them. Today we’re talking about accessibility of social networks, tomorrow it will be something else but I’ve got no idea what it’ll be.

Paul:
OK. So just before we wrap up let’s bring it back down to the more mundane day to day level. There will be a lot of people that are listening to this podcast and listening to our conversation thinking “Wow! This seems really overwhelming. It all seems very complicated. There seems to be talking about us having to get disabled people in to do testing, that sounds very expensive. There are legal obligations here and that sounds very scary. There are these various technical guidelines and they all seem very confusing.” Just to those people that are web sites owners that have perhaps buried their head in the sand so far about accessibility. What little step would you suggest to them? Just to get them going. Just to make the first tentative steps into the world of making their site more accessible.

Julie:
The first document to read is PAS-78 which is free of charge. It’s only about 60 pages and that’s in large print. It really is quite an easy read. We made sure of that when we wrote it. PAS-78 sets it all out in plain language. It’s very much written with the business audience in mind. I’d also offer some encouragement. Have a look at some of the case studies, you can easily find them on the web, of big companies that have applied accessibility and are profiting from it. An example being Legal & General, the one that I talk about a lot at the moment. Legal & General had a 300% increase in the take-up of one of their financial products via their website after they made the site more accessible.

Paul:
Wow!

Julie:
300% in a matter of months. You wouldn’t dare set that as a business target. It astonished me and I’ve long believed in this stuff. 300% is amazing. There’s also been a lot written about Tesco. Tesco take millions more in extra business away from their competitors because they’ve made their site more accessible. Accessibility is a good news story. There is money to be had through accessibility. If you make your website content available to the biggest possible audience that you’re tapping into a much bigger pot of money. Disabled people as a group in the UK alone are estimated to have an annual spending power in the region of £85 billion! An incredible amount of money that someone needs to exploit, to capitalise one. Disable people are very happy to be marketed to. Perhaps more so than other groups because disabled people, in particular blind people, are not exposed to advertising and therefore not exposed to a lot of choice that those of us that can see take for granted. Accessible sites are also interoperable sites. They work well on different platforms. If you make your site accessible for a PC you’re making it accessible for many other technologies including a mobile phone which people are using increasingly more now in the UK. Yes, there is a legal imperative as well. I wouldn’t be afraid of that though. There’s a long process involved in that. The DDA to safeguard disabled people’s rights to participate in society. Now indeed when a disabled people feels and finds that they have been discriminated against because of the way a web service is presented to them, of course they are going to feel angry and upset. I have long said I have never understood why I should be able to use a product or service to buy some tickets online because I can see but my blind friend can’t. To me that’s completely unacceptable and unnecessary discrimination. However it’s not a case of “Oh I’m not happy” and we’re all in court. There’s a process there of conciliation. The DRC is involved in that process or it can be, as well as a number of disability organisations because what we want is not to take anybody to the cleaners. It’s to make the web more accessible. The key to that is my mind is dialog. When I used to work at RNIB, if a blind person contacted me having found a website they couldn’t use and it was one of the bigger ones. This is what happened with Tesco. 40 blind people got onto us saying they couldn’t use Tesco and they wanted a legal case to be taken. This was tremendous because it’s alerted Tesco to this issue and it meant that we were able to start a dialogue, the result of which is hundreds if not thousands of blind people are now able to do online shopping for their groceries and delivered to their home which is wonderful. Tesco is not unhappy because it’s bringing in a lot more money through that channel where it wasn’t bringing in any previously from disabled people because it was inaccessible. What we are trying to achieve here is sustained change that will see disabled people included in society to the degree that it would seem outrageous and ridiculous not to do so. Big changes happen. I never thought I’d see smoking banned in public places. I can’t believe it. My goodness if we can do that as a society we can change the way we behave towards disabled people, stop belly aching about the issues and talk to each other about working towards solutions. I’m optimistic that in 20 years we’ll see disabled people much more included in everything that we are all doing now to keep the debate about disabled people and accessibility alive, contributing to a brighter future for disabled people. We should just keep on doing what we are all doing.

Paul:
Excellent. Thank you so much Julie for taking time to come in and talk about that. It was really interesting. I hope to get you back in again in the future before too long.

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Show 86: Boagworld Book

On this week’s show: Paul talks about taking a brand online, Marcus gives some advice about reviewing your information architecture and Ian Lloyd introduces us to the challenges of designing for screen readers.

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Paul’s personal news

Just a bit of personal news before I get into the industry related stories. I want to let everybody know I have signed a contract to write a book. The book is going to be primarily for website owners rather than web designers, however to be honest I think it could appeal equally to both. I intend to look at what “client’s need to know about building and running a website” so hopefully it should show by example how best to communicate and work with clients.

The most exciting thing about this book from my point of view, is the fact that I want to write it as a collaborative process with you the boagworld community. I am going to release chapters for you to see in advance of publication and also blog on various aspects of what I am writing. I really want to encourage you to share your thoughts and make suggestions as we go along through comments and the forum. I have already set up a forum thread dedicated to book ideas as well as an initial blog post on the book.

Obviously writing a book is a really slow process, but hopefully it is something that we can all get excited about.

News and events

Building for the iphone

Unsurprisingly there is a lot of information appearing relating to building web applications for the iphone. There is an iphone gallery consisting of hundreds of screenshots of the iphone. This is great if you want to mirror the look and feel of the iphone as closely as possible. There is also the iphone developers guide from Apple which provides loads of great advice. Finally there is iphoney, a piece of software that replicates some of the iphone’s web browsing functionality and lets you see what your application will finally look like.

Of course whether it is worth developing for the iphone at this stage is another matter. I guess if you are trying to reach the tech-savy audience who are iphone owners then maybe. Otherwise it might be better to wait until the iphone becomes more mainstream or other phones start offering the same level of web experience.

@media podcast

I was gutted to miss @media this year. Well, I say gutted, I was actually on a really pleasant family holiday, so I cant complain. However, I did miss a great line up of speakers talking about some amazing subjects. I was particularly depressed to have missed Jesse James Garrett’s keynote on “Beyond AJAX” and “Diabolical Design: The Devil is in the Details” by Jason Santa Maria.

Fortunately the recordings of the @media sessions are beginning to filter out for me to download and listen to. However, note that I don’t call them a podcast. There is no feed that I can find which is extremely frustrating.

Setting that little moan aside, it is great to be able to listen to these speakers even though I did not attend the conference and I would strongly encourage you to download and listen to a few yourselves.

Common mistakes in web copy

Although we would prefer to avoid it, the reality is that as web designers we write far more copy than we would like to admit. As for those of us who are website owners, a substantial part of our responsibility is writing good web copy.

We have talked on the show before about writing good copy but our focus has mainly been on style rather than technical detail. This week, I came across a post about common grammatical mistakes. However what I liked about this post is that it wasn’t focusing on the silly details of grammar that don’t really apply particularly well to the conversational tone of the web. Instead it looked at errors such as when to use “me, myself or I” and the difference between “i.e. and e.g”.

If you ever have to write copy then spend a few minutes to check it out. It only covers the worse offenders so doesn’t take long to read.

A department dedicated to the web

Jeffrey Zeldman has written a post entitled “let there be web divisions“. If you are responsible for deciding who should manage your corporate website then you simply must read this. If you are a mere foot solider then it might not be as relevant but it is still a good read.

Basically Jeffrey proposes that a company website should not sit under IT or marketing (as is traditional) but should be a division in its own right. I am not going to repeat all of Zeldman’s logic, but I have to say I wholeheartedly agree with it.

Websites are simply too multi disciplined to sit comfortably under either department and too important to be caught in an endless tug-of-war.

Paul’s corner: Taking a brand online

About a week ago, I had to give a presentation to a board of directors ,explaining the process we went through to develop a new design for their website. A large proportion of that presentation focused on the issue of brand identity. This organisation had a very well developed style guide and we spent a lot of time and effort getting that guide to work online. My presentation talked about the various steps involved and it occurred to me this might make an interesting podcast section.

I have also put together a blog post on the subject of “taking a brand online” and it is this that I cover on the show.

Marcus’ bit: Information architecture review

I am currently in the process of carrying out an information architecture review for a new Headscape client. I have done a fair amount of IA work over the years but I have found myself particularly enjoying this one so I thought I’d waffle on about what I’ve been doing.

We have covered the various aspects of IA work in previous podcasts – Expert Review, Stakeholder Interviews, Card Sorting and Wire Frame testing. This section is looking at the first of these, expert review, in a bit more detail.

I think it’s worth explaining what I mean by Expert Review. When we carry out an Expert Review we are effectively analysing a client’s existing site content, site structure and naming conventions with a view to creating a new IA based on our experience of using and developing websites. This is a collaborative process with the client – it has to be; we can make logical, usability based decisions but cannot claim to be experts in the client’s particular field.

First things first

I make sure that I have a good grasp of a number of things prior to carrying out an IA review. At the kick off meeting make sure the following are covered:

  • Target audience – this is crucial for the development of the IA. It may be that the existing site caters for one group well but another poorly.
  • Site aims – is there a stepped process that the client wants their users to go through.
  • Design – things like horizontal over vertical navigation can affect the IA.
  • Homepage requirements – find out what the killer apps and content are as these will need to be linked to from the homepage.
  • Finally, have a general discussion about content and site structure. See what the client thinks is important and what’s not.

Map out the existing site

The first thing I do is map out the existing site’s IA. This is a fairly slow and laborious task but it is the best way to not only learn about a site’s content and structure but also to understand what they do and what they offer.

Be logical, captain

Usually, the goal of this type of exercise is to streamline content into groups and name those groups so that users will understand what’s inside them.

Site’s that have grown organically over a period of time tend to spread content all over the place. It is usually fairly easy, though time consuming, to group content together. There are various methods for doing this; I tend to print out the existing site IA (that I usually create in Excel unless it’s a particularly small site, then I might use Visio) and scribble all over the printout until I’m getting somewhere. Some people like to use cloud/cluster diagrams (either on paper or using software) or there is always the age old method of creating ‘cards’ where each page name is written onto a scrap of paper. This is a bit like doing card sorting on your own where you group the cards into piles and give names to each pile.

Naming

We come from the ‘it does exactly what it says on the tin’ school of page/section naming. Marketing departments often don’t! A good example of this is the trend to verbs as section names over nouns. I remember one client wanting to call a site section ‘Enjoy’ when the section covered ‘Leisure Activities’. No prizes for guessing what we recommended!

Labels should be as descriptive as possible. Sometimes this can be difficult when:

  • there isn’t much space, for example, ‘How to register for our newsletter’ won’t fit on the average button, even ‘Newsletter Registration’ would probably be too much for a top level, so I would go for just ‘Newsletter’. It’s fairly obvious that the content underneath will relate to the organisation’s newsletter and should logically include registration, whereas ‘Register’ leaves the user asking ‘register for what?’
  • Sometimes sites are so big that main sections can include too much differing content to be labelled descriptively. In this case, I would recommend either shortcuts on the homepage replicating the main sections that include descriptive words or create drop down navigation that displays the lower level links.

Section ordering

This should follow some sort of desired path through the site. For example, the client may want users to get a bit of background, followed by an understanding of what the organisation offers, followed by some examples of previous work with a view to finally making contact. This would translate to:

About Us | Services | Case Studies | Contact Us

Conventions

Users don’t want to have to think (that sounds familiar!); they want to look and understand straight away. Following conventions helps with this process. For example, many sites include an About Us section as the first main section. This usually includes some history, annual reports, job vacancies and contact details. Users looking for this type of information don’t want to have guess that this information might be under, for example, ‘Company Background’ which is located at the far right of a horizontal navigation.

Collaborate – to a point

When you have created your first draft it then needs to be reviewed by the client, discussed and iterated until everyone is happy. Take on board any changes that are based on your lack of understanding of what the client does but be prepared to stand your ground on issues relating to web conventions and usability – after all, they’re paying for your expertise.

Ask an expert: Ian Lloyd on screen readers

On this week’s show we have Ian Lloyd giving us an introduction to the world of screen readers. I vividly remember the first time I heard a screen reader being used. I was gob-smacked by how painful an experience it was and I am still amazed that anybody manages to use them effectively.

It struck me that many of you listening to this show might not have heard a screen reader before. Hearing what blind people have to work with really makes you take their needs seriously and so I thought I would get Ian on the show to give you a taster.

In his segment, Ian takes us through some classic problems that screen reader users experience. Unfortunately to best understand what is going on in some of the examples you need to see what he is doing. In order to get around this problem Ian has made a screencast to accompany the audio. There was too much detail to make it available online or via your video pod but you can download the screen reader .mov file here.

What follows is a transcript of Ian’s section of the show…

Hello Paul, Hello Marcus and hello to listeners of Boagworld. This is the ‘Ask the Expert’ section and today I’m going to be talking about screen readers.

Now, I don’t actually qualify [meant to say classify!] myself as an expert screen reader user simply because I don;t use one on a day-to-day basis, because I’m not forced to; I do have good vision. As such, the way that I would use a screen reader would be different from someone who has to use it on a day-to-day basis. That said, I still think it’s useful to demonstrate to people what a screen reader sounds like. And the reason for this is that as far as I am aware on your podcast although you’ve talked about accessibility a lot and mentioned screen readers I don’t believe we’ve ever had a demonstration of what they actually are like for people when pages are built incorrectly.

So, today I’m going to be showing a few problems using a screen reader. I’m also going to be doing this as a video, so this is a screencast. I understand that at the end of this you will be providing a URL for listeners so that they can access this and view what’s happening on screen. Because of course it’s all well and good to listen to this stuff but to get the full context it would be good to actually see the video as well. I will try my best to describe what’s happening on screen throughout this podcast though.

Now the first example we’re going to look at is Amazon dot com. And somewhat cheekily I’ve brought up the page for my own book on Amazon. And, er, just having a look around at what I can find on the screen and there are some issues there. So, let’s have a look at this.

[Screen reader reads out page graphic correctly 'Build your own website the right way using HTML and CSS, Link graphic']

Oh, so that’s not too bad. I’ve just found an image there and it’s announced it correctly because it’s found a suitable alt attribute but underneath there are a couple of thumbnail images which, if I want to access those, it gives me a whole different … well, hear for yourself:

[Screen reader announces: 'See larger image, Link' then moves to next link, the thumbnail image and reads an unintelligible string of characters - numbers letters and underscores - out to the listener].

Mmm, doesn’t make an awful lot of sense does it? Let’s try the next image:

[Screen reader reads out more unintelligible characters and takes almost 8 seconds to read it out]

So, what’s happening there? Well, it’s quite simple: there’s no alt attribute defined for that image and so JAWS tries to fill in the gap and, er … oh I didn’t mention earlier that JAWS is the name of the screen reader that I’m using. So it tries to fill in the gaps because it doesn’t have an alt attribute it uses the file name instead and the filename, as is often the case on Amazon, is a right load of old gobbledegook! So it doesn’t give it any useful information about that image.

Here’s another example of the same thing.

[Screen reader reads out an image gallery as 'thumbs slash zero, thumbs slash one, thumbs slash two' etc]

So this is actually a photo gallery, erm, with a bunch of thumbnail images hence it’s reading ‘thumbs’ because that’s the folder where the thumbnail [image] is actually in and it’s reading them sequentially as well. It doesn’t sound quite as painful as the Amazon example but it still doesn’t tell you any useful information about the images on the page.

[Screen reader announces more examples from the same page]

So let’s listen to a slightly improved version of that:

[Screen reader announces the same images but with appropriate alt attributes, e.g. 'The Mystery Machine, driven by Scooby' for a photo of a camper van that is painted like the Mystery Machine from the cartoon Scooby Doo]

If we were to look at that on the video I’m showing that page with the style sheet disabled and the alt attributes displaying inline next to the image. As you could hear in the second example it was far more usable – you could actually understand what the image was about (as long as you understood some of the VW terminology used in there), whereas in the first example none of the images actually had alt attributes so it was just trying to read out the location of the file.

So let’s look at another example.

[Screen reader announces content of new page 'Page has no links' and then starts reading subsequent page content before I stop it]

What I’m looking at on screen is a page that seems to have a page full of links. But if you were listening carefully to the beginning of that, the screen reader thought otherwise. I’ll just try to find that again for you.

[I scrub back in the video clip to find the part where the screen reader says no links]

According to the screen reader the page doesn’t have any links. And the reason it thinks that is, well, there *aren’t* any links. What’s actually happening … is … we have a whole bunch of text on the page that is styled using CSS and the behaviour for the link is added using JavaScript. So, we have a <span> element that has an onclick event, location.href=’somewhere.html’ and that’s [the span] wrapped around the text that says ‘This is a link – click me’. Um, but of course it’s not a link. The screen reader can’t find it because it’s not an <a href="">, it’s something else that’s been styled to look like a link and behave like a link. But it’s not. Thankfull that’s not too common but you have to just be aware that what may look great on screen for you may not be any use to someone using a screen reader. You have to use the right markup for the job.

So, you could have a page that’s full of links that say ‘click here’ but of course that’s another problem all in itself. Let’s have a listen to that:

[Screen reader reads 'Click here to view' repeatedly as I tab through the links on the page]

Yes, so … the problem there is that it doesn’t give you any information at all. And this is actually still quite common. In fact just yesterday I was looking at Facebook dot com (for my sins) and, er, I was quite shocked to find that they were using a lot of this where the link phrase was ‘click here’ as opposed to the phrase that you would really want to have, so for example instead of saying ‘click here for more information’ and having ‘click here’ as the link phrase you would have ‘for more information about our products’. That would be the link phrase. Erm, but if you just use ‘click here’ and you’ve got a whole page of links that reads ‘click here’ this is what you get:

[Screen reader once again reads 'Click here to view' repeatedly as I tab through the links on the page]

Basically, completely unusable.

Now the next example I have is of a form, and in this example, er, the form has been laid out using a table. Thankfully, these days, tables are being used less for layout and people are using CSS for page layouts. However, for forms it’s still not uncommon to see someone put a table in there. And, er …

[screen reader interrupts as page loads]

OK, so in this example what I’m looking at on screen is what appears to be, um, well … four text inputs, and then there is a radio button and it’s basically asking for some personal information, first name, surname, your age, place of birth and then a question ‘Do you have a nut alergy’, the answers being ‘no’, ‘yes’ or ‘don’t know’. So let’s see what the screen reader makes of this.

[screen reader says 'table with two columns and four rows'. I tab to the first input and it reads 'surname/family name - edit']

Already we’re hitting a problem. Because the first field that I tab to I can see on screen is *actually* [the one for the] the first name . But the screen reader believed that to be the surname.

So I’ve now tabbed to the second field which is the surname and it didn’t announce anything. So let’s tab to the next field:

[screen reader announces field as 'town/city - edit']

Again it’s getting it wrong. I’ve actually tabbed to the field that says ‘Age next birthday’

[tab to the next field, screen reader announces 'tab - edit']

And *now* I’m in the ‘town/city of birth’ field and it hasn’t told me anything.

[screen reader announces 'yes - radio button', then 'don't know', reading the radio button choices]

This is all a bit confusing here. OK, so it’s asking me the question ‘Do I have a nut allergy?’.

[I tab to the next field, screen reader announces 'Yes - radio button - unchecked']

OK, so … that thinks I’m at the yes radio button but I’m looking at it on screen and it says ‘no’. So, what’s going on here? Now this is going to be a difficult one to explain on the podcast; this is one of the sections where you really need to see the video. But what’s actually happening here is we’ve got a table to lay out the page and the text sits above the text input, so for example where we’re asking for first name, the text that says first name is in the first column and the input that relates to that is in a column underneath, sorry, I mean a table cell underneath it in the next table row. Now the reason this is causing a problem is because if you were to actually linearize that table, in other words look at it in the order of the source code you get a very different view of it. And this is what happens with the screen reader. So if I were to look at this form and read it out in a linear fashion, it goes like this:

First Name [text]
Surname [text]
Form input for First name
Form input for Surname
Age [text]
Town/City of birth [text]
Form input for Age
Form input for Town/City of birth

And so on. The problem is that the screen reader expects the text for that input to appear before that input, and because of the way this has been laid out it really really gets things confused. As I said, this is quite a difficult one to explain on the podcast but if you look at the video clip you’ll see why this is causing a problem.

[screen reader blurts a few things out as I try to manipulate it ... poorly]

Sorry about that, that didn’t add anything useful at all. Hopefully Paul can edit that out!

OK, so …. the big problem here is that you may be asking a question as we have here that says ‘Do you have a nut allergy?’ and the answers are ‘no’, ‘yes’ and ‘don’t know’. But if you do put the form elements in the wrong order you’re gonna have a problem. And the reason is obviously that with a nut allergy that could be a life or death situation. You could be filling out a form as a blind user and you select what you think is the ‘yes’ radio button but because the form has been poorly laid out and doesn’t have <label> elements that are actually helping to enforce the accessibility you may actually have been selecting the no checkbox [meant to say radio] and it really could be a life or death situation. It may *not* be as bad as that – it could end up with you booking the wrong hotel location or date. So you have to be very careful with the form layout.

OK, one final example. Now everyone’s talking about AJAX, it;s the buzzword of the moment. Unfortunately it’s also not very good for screen reader users. And the reason for this is that, er, anything that is updated on the page after page load is very very problematic to pass on to the screen readers. now the example I’m going to give here is a fairly simple one, and it’s the Google Suggest page. What Google Suggest does is let you type in your search phrase and as you type it’s calling back to the server, finding suggestions for you which it then populates in a list underneath the search input. So let’s have a listen to that.

[screen reader announces: 'google search - edit, type and text' then reads each letter of search term 'this is a test' as I type]

So I’ve just typed ‘this is a test’ and on screen underneath that is a whole bunch of suggestions that it has found. But if I try and actually access any of those using the keyboard:

[screen reader announces 'Google search - edit, Google search - edit, Google search - edit, Google search - edit' with each keypress on the down arrow]

It’s actually doing nothing. On screen I can actually see that it’s going up and down the options but the screen reader, it’s getting nothing back at all, nothing useful at all.

[more screen reader confusion]

Well thankfully with Google Suggest this is something tat you can opt out of – you don’t have to use Google Suggest, it’s not enforced on you. But it’s a very simple example and it just goes to show that a very simple technique like this can be, basically, completely unusable for someone using a screen reader.

So, that was just a few examples. Hopefully you’ve had an indication of how a poorly built website or web page can affect a user. the bottom line is, keep listening to the podcast, keep doing things right, keep using good markup and, if you can, test your own web pages or web sites using a demo version of JAWS. It really does pay dividends to find out how this works – or doesn’t work. So, thank you very much, I hope this has been useful, and I look forward to the next podcast, Paul. Thanks guys.

No show next week

Unfortunately there will be no show next week as I am away speaking at the Institutional Web Management Workshop. However we will be back the week of the 23rd July.

Show 85: Bulletproof

On this week’s show: Paul provides some design advice for developers, Marcus provides so post launch pointers and we review Jeremy Keith’s Bulletproof AJAX book.

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News and events

Unfolding the fold

The first news story today is actually not news at all. Well, its news to me (because I wasn’t previously aware of it) but the actual post was made back in December of last year.

The post relates to that most irritating of subjects; “the fold”. I have spoken about the fold many times before. The mythical point at which people have to start to scroll. I say mythical because this point changes depending on your screen resolution, browser type and toolbars.

The reason it is so annoying is because clients are obsessed with it. They are convinced that users don’t scroll (a perception rooted in the early 90s) and no amount of persuasion seems to change their minds.

However, hopefully the post I found this week will help. “Unfolding the Fold” is a post on the ClickTale blog that provides some hard stats about the fold and scrolling in general. It demonstrates that the vast majority of people scroll, with almost all of them scrolling right to the bottom of the page. Their conclusion is that there really is no reason to squeeze all of your content above the fold.

d.construct tickets on sale 10th July

If you are in the UK on the 7th September you should be sure to come to d.construct. d.construct is in my opinion one of the best web design conferences around. The reason I like it so much is that it works hard to maintain a grass root feel that is accessible to anybody.

For a start the price ticket is very accessible at £85 + VAT. Secondly, the whole thing happens on a single day so there is no need for expensive hotel bills if that is a problem. Finally, they have a great mix of speakers with many of the big names you would expect but also a lot of less well known people in order to “shake up the scene”.

The reason I mention it now is because the tickets are going on sale next tuesday (the 10th). Historically they sell out incredibly fast. Although this year they do have a larger venue and so that should help somewhat.

I really want to encourage you to attend this event if at all possible. I will definitely be there and it would be great for us all to meet up.

Fonts licensed for web apps

Talking of d.construct, Richard Rutter (one of the organizers of the event) has posted an interesting blog entry on “font licensing“. Admittedly font licensing, doesn’t sound very exciting but potentially it could be. Richard has spotted a press release from a prominent font provider. This press release talks about a new type of license…

Ascender Corporation announced a new licensing program for font software implementations with server-based applications.

Richard goes on to suggest this might be another move towards browsers supporting downloadable fonts. This would allow us to use whatever font we wished on a website rather than being limited to what the user has on his or her desktop.

Richard does warn that this might just be in reference to Silverlight, because Ascender does work very closely with Microsoft. However, personally within the context of Opera’s move towards downloadable fonts, I am hopefully this might be something more.

A new way to visualize your desktop

Finally today, I wanted to mention a technology called Bumptop. I recently watched a demonstration of the system and was blown away. Basically, Bumptop is a new way to work with files that mirrors much more closing the experience of interacting with your desk in the physical universe. You can stack files, throw them around and even crumple them up in a 3D environment.

When I first watched this demo it felt like a novelty, but the more I thought about it the more potential I saw to organize content in a more dynamic and flexible way.

What I like most about this interface is that it is not trying to teach us a new method of interaction. Instead it is trying to replicate something we are already familiar with. The idea of using metaphors we already understand is a staple of interface design and is what makes things like tabs, desktops and folders so successful.

I think as web designers we could learn from technologies like this. We should be looking to build on established conventions people understand rather than always seeking to do the next big thing or be innovative in someway. Bumptop is innovative but it does so in a way that is instantly accessible to everybody.

Paul’s corner: Design advice for developers

I received this great question from Simon that I thought worth addressing on the show…

I hear lots of questions about the technical and business side of Web design, but what I don’t hear is how do the already technical amongst us become better designers – maybe being a visual thing this just won’t work on an audio podcast, but at least you could give us your top 5 ways to grow artistically.

As has become tradition, I decided to blog on the subject a few days ago but unsurprisingly failed to stick to “5 ways to grow artistically”. Instead I managed to produce a long and rambling essay on “when designers design” which I bore you all with on the show.

Marcus’ bit: Post launch Protocol

Everyone, client and agency, seems to understand the principle of not letting a site stagnate. Content should be regularly updated and, ….and what?

We see a lot of client demands for content management systems that are then often not used for lengthy periods of time. Therefore I thought it could be useful to look at what options there are to a site manager after that big day when the site goes live.

Of course, not everything here will apply to everyone but hopefully some of it will.

News and events

Stories, articles, seminars, fun days, whatever. These are your opportunity to create new content very regularly.

Clients are invariably perfectly happy with their site when it goes live. This is understandable, they have more often than not spent months working on it, tinkering with this, fretting with that and a) they need to spend some time on other aspects of their job (that have been neglected) and b) the site really has never been more up to date!

But what often happens is that a couple of months down the line they realise that new content needs creating but they can’t remember any of the CMS training. The 50 page accompanying manual is too scary so things get left. This happens until we are asked to add the new content because we’re too busy and it’s urgent and often, later on, further CMS training is booked.

News and events provide a steady stream of new content that helps keep the site fresh but also the CMS skills of those looking after the site.

Shortcuts

Updating shortcuts to key content is again a simple way of refreshing a site’s content without putting that much effort in.

Homepage shortcuts tend to link to:

  • Latest news
  • Latest events
  • Repeated main navigation
  • Products
  • Special offers
  • Facilities e.g. login, subscribe etc
  • Important ‘deep’ content
  • Popular topics

I guess the point I’m making here is a lot of these shortcuts can simply be rotated giving a feeling of change on the site. For example, changing a link to a main section on a weekly basis is a simple task and one that does not require the writing of any new content.

Utilising usage stats may be a good way of seeing which areas of the site need further promotion. In fact, use everything at your disposal, stats packages, CMS, content suppliers, agency support contract, internal marketing team etc so that you are as informed as possible.

Imagery

Don’t just update copy. Adding new banner imagery can really rejuvenate a tired looking design. Always look to include appropriate imagery with news articles, events etc.

Communicate

Keep your eyes open to what’s happening within your company/organisation. There may be a new project/department/member of staff etc that might be outside your sphere, that would really add value to the website.

Make yourself (and your role) known to everyone. Send out questionnaires or surveys asking people what they want to see on the site or if they have any pertinent content.

Think big

Finally, don’t lose sight of the main purpose of the site while dealing with the smaller things. It may be that the main purpose of your site is to promote your brand so updating the look and feel of the site regularly may be a lot more important than updated content. In fact, continually evolving the design of a site over time is probably far more cost effective (not to mention the effect it has on keeping the site fresh) than ‘big bang’ redesigns every 3 years or so.

Alternatively, sales leads may be the site’s primary function. In which case, keep in touch with sales and experiment with ways to boost leads.

The other really big area that site owners need to look at is site promotion. This warrants a post of its own so I’ll look at that another time.

Review: Jeremy Keith’s Bulletproof AJAX

I have decided not to do “ask the expert” this week, so we can have a review instead. Unfortunately we don’t have the time to do both segments every week so I have to mix and match from time to time.

The book I want to review is “Bulletproof Ajax” by Jeremy Keith. I read it almost 6 months ago, but haven’t had an opportunity to talk about it on the show until now.

The book is designed to be the sequel to Jeremy’s previous book “DOM Scripting: Web Design with JavaScript and the Document Object Model” which was written as an introduction to Javascript for designers. Bulletproof AJAX is therefore written in a similar tone with the focus on making AJAX accessible to designers rather than providing the technical detail you would expect from a developers book.

I have to confess I found the book a little frustrating at first. As somebody that had bought and learnt Javascript through Jeremy’s first book, I felt a little annoyed that the first 2 chapters seemed to be dedicated to laying the foundations we had already covered in the first book. I am guessing the idea was that people could buy this book in isolation without first owning DOM Scripting, but in my opinion the amount of detail provided in Chapter 1 and 2 wouldn’t make that possible. For me those first 2 chapters felt like padding to make a short book feel slightly more substantial.

However, that criticism aside the rest of the book was definitely worth the very reasonable price tag. Jeremy has an excellent writing style that is clear and engaging. He seems to explain complex topics in such a manner that you wonder what all the fuss is about. You come away from the book thinking this “AJAX stuff” is easy and wondering what all of the fuss is about. Admittedly he only covers the basics, but it is enough to get you producing the kind of AJAX applications most designers would like to build.

But, Jeremy doesn’t shy away from the more complex underlying issues surrounding AJAX. In particular he talks about accessibility and ensuring your applications work with Javascript disabled. He does this through a technique called HIJAX. I will not endeavor to explain to you the details of it here, except to say it relies on the server doing most of the heavy lifting.

From applying the principles taught in this book I have to say the HIJAX approach works very well. All of the complex stuff is handled by the developers on the server side and I get to focus on how the information is returned to the user. AJAX is a funny area that sits between client side and server side and leaves designers and developers wondering who is responsible for what. Using the HIJAX approach taught in this book, the division is much clearer.

So would I recommend this book? As with DOM Scripting it depends on who you are. If you are a designer who has read Jeremy’s first book and would like to start producing AJAX applications then absolutely. However, if you haven’t read his first book then I suggest you do that first, unless you are already confident in producing unobtrusive javascript.

If you are a developer on the other hand then my recommendation is to steer clear. This book is not meant for you and you will find it frustratingly lightweight.

Show 84: Maybe

On this week’s show: Paul explains why Headscape does Design Testing, Marcus talks about growing your web design and Mark Buckingham provides an introduction to Search engine optimization.

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News and events

Pagination 101

I came across a great post this week that provides a solid introduction to producing pagination. If you haven’t come across the term pagination before it refers to the navigational elements that allow you to move through multiple pages of results. They often include links marked previous and next or numbers to allow you quickly to jump to a specific page of results.

We use pagination all of the time and most websites seem to have them. However, they are an overlooked function that doesn’t get the attention they deserve. The post I found this week, entitled pagination 101, explains to the reader through examples what make pagination work. Although I am not convinced I agree with everything written here it generally provides some very sound advice.

Personally I love posts like this that cover very basic stuff. It helps remind us not to get so caught up in the cool stuff that we neglect the fundamentals.

Free CSS based design course

John Allsopp and Maxine Sherrin have released a free online course that introduces people to CSS based design. If you are still to make the switch from table based design or are finding the change challenging then I would highly recommend this course.

We are not talking about a short introduction here. Rather, this is an in-depth course that builds up over a series of weeks into a comprehensive guide to building with standards. Not only does the course tell you how to build with standards it also explains why which in my opinion is just as important.

Zeldman says no to Maybe

I wanted to quickly mention a post I saw from Jeffrey Zeldman this week. Its not exactly earth shattering stuff but it caught my eye nevertheless. Zeldman, suggests that it is probably a mistake to use 5 star ratings on websites or indeed any other option which allows a neutral answer. The problem is that if you allow people to rate something between 1 and 5 they will often rate it as a 3 because 3 is the most neutral response.

As Zeldman points out this problem is a lot broader than just 5 star ratings. It also applies to any response that allows for people to be uncommitted. Given a choice people will normally take a neutral stance.

As I said, this wasn’t an earth shattering post. But, what it did drive home is that web design is as much about understanding your users psychology as it is about good design or clean code.

IE Net render

I came across a site this week called IE Net Render that takes free instant screengrabs of your site displayed on IE 7, 6 or 5.5. This is a great way to see how your site is rendering on IE 6 or 5.5 once you have upgraded to 7. Its also damn useful if you are a mac or Linux user.

Of course, there are similar services out there but most of them charge and those that don’t are incredibly slow. What impressed me about IE Net Render was the speed with which it returned results. The only draw back is that it does not return content below its artificial fold.

Paul’s corner: Design testing

Headscape has always used design testing as part of its development process and yet we seem to be in the minority. We are often met with a lot of skepticism about the benefits of putting a design concept in front of real users as well as questions about how the process works. As I have received two emails on the subject over the last week I thought it was about time I explained the idea properly.

I have blogged about design testing. How we do it and why we think it works?

Marcus’ bit: Growing a web design buisness

Got this question from Andrew:

Last year I started my web design business from a back bedroom with very little experience and an old copy of Dreamweaver! I’m pleased to say I’m still here and the business is growing steadily. Your forum and podcasts have been invaluable and offered loads of great advice and support and no doubt helped many others in my position so thank you!
My question for you both is have you any advice on managing the growth and development of a web design business? As a one man band, when is a good time to take someone on, or could I realistically work with freelancers all the time? It seems that to take someone on is very costly (not just in terms of skills) but if I want to expand the business and our services for clients I can’t do it alone. Should I hire someone who can do everything, or someone who can sell leaving me to do design and development work? What are the pitfalls that I should look out for?

Any thoughts or insight into your experiences would be really helpful.

Interesting question, and one we have a lot of experience of but… one I feel I need to add a caveat to. What I am about to say is my personal opinion and does not constitute legal advice!

Ok, the easy bit first:

Sales people

Bless ‘em… we had enough bad experiences of sales people during our tenure at our previous company to know that the only people who reliably sell the services of a web design company are the people that own it.

I’m not saying there aren’t any good sales people out there, just that selling quite highly priced solution based work does not fit well with the standard sales ethos. Sales people like products. They like products with set prices (that they can cut). They like having demonstrable ROI.

Design, in particular, is very hard to put figures to. I can’t tell a company that redesigning their site will boost sales by X or Y percentage. I can talk about brand values and the importance of conveying quality online but I can’t put hard figures to it.

Most web design sales involve responding to a tender with a lengthy proposal and subsequent pitch that is tailored for that particular prospective client. It usually draws from all aspects of the business – design, technical, consultancy – and therefore needs someone with a good understanding of the business to put it together. I.e. the company owner/director.

Who to employ

Headscape currently includes the following general production roles:

  • Designer
  • Developer
  • Project manager
  • Information architect
  • Testing facilitator

Again, the directors tend to share IA and testing with the project managers. Project managers are invaluable members of any team but if you are looking to employ your first member of staff you need to get a designer or developer on board first.

Look at your own skills and see where you’re lacking. Maybe filling the gaps is the right way forward. However, that may only be appropriate if you’re looking to take on more complex work and simply doubling up on what you already have may be the most prudent move. Often, a new project win will point towards who the right person is.

When we started we had Paul doing design and some technical work, Chris doing project management and me doing sales. At the time, we had a great client that kept firing Flash work at us. We outsourced a couple of times but eventually ended offering a permanent position to one of these guys (he is still with us, as is the other guy who we outsourced to then!).
You mentioned hiring someone who can do everything – Chris, who was the first guy to join us, is a bit of a jack-of-all-trades so was perfect for us at the time. As we have grown though, we have looked for more and more specialist people.

Permanent or freelancer

Taking on freelancers can often mean the difference between being able to deliver a job or not. However, they are expensive and will badly erode your bottom line if you do it all the time. So, ask yourself – if I had an employee instead of a freelancer over the past X months, how much would I have saved?

Employees are a responsibility though and need looking after . One thing we have learned over the years is that happy staff make for more productive and more effective staff. As we have mentioned recently, Headscape has started encouraging everyone to spend a few hours each Friday afternoon working on anything they like. We get together monthly to present our ideas to each other – best idea wins something cool.

But sometimes you have to have to be prepared to make some very tough decisions. The bottom line is that the company always comes first. One final point though – and in the words of the late, great Douglas Adams – don’t panic! It is very easy to see things as much worse than they actually are.

Ask the expert: Mark Buckingham on SEO

This week we have Mark Buckingham on the show from netseek.co.uk to introduce us to the world of search engine optimization.

Mark helps dispels some myths surround SEO. He discusses best practice and talks about specific techniques such as keyword density and link popularity.

To be honest I felt like we only just scratched the surface of the subject of search engine optimization and would be keen to speak with Mark again. Its such a massive area that it is hard to know where to begin. So, if you have any specific questions you would like answered on SEO then drop me a line at [email protected] and I will get Mark back on soon.

Book recommendations

Finally, I just wanted to let you know that I have finally sorted my act out in regards to my reading list. One of the most common emails I receive asks me if I can recommend a book or what I am currently reading.

Now, I posted a list of recommended books ages ago but I never got around to updating it. Well I have finally done so and also gone a step further by creating an RSS feed of any books I read (be warned these will not all be web design related).

I promise to keep both the post and RSS feed up to date from now on!

Show 83: iphone bollocks

On this week’s show: Paul talks about the importance of undo, Marcus explains the benefits of stakeholder interviews and Struan Robertson highlights some legal deathtraps waiting for us online.

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News and events

Safari for Windows

Probably the most talked about story of the last week is the fact that Apple have released Safari for windows. To be honest I am a little surprised just how much has been written about this considering I don’t think the impact is going to be that significant. Will Safari cut into Internet Explorers market share? Probably not. Will it undermine the market share Firefox has developed? Almost certainly.

If safari under windows rendered exactly the same as under OSX then there maybe some benefit to windows based web developers. At the moment it is impossible for them to test on Safari without buying a mac. This has the potential of changing that. However, in all likelihood differences will emerge and if they do then this is just another browser that we have to test against.

We will see.

Applications for the iphone

At the same time Steve Jobs announced Safari for windows he also talked about the iphone. The biggest criticism of the iphone to date has been the fact that it is locked down so third parties cannot develop applications for it. Apparently Apple have been thinking long and hard about the problem and have come up with a solution. They are going to allow developers to build web 2.0 applications that can be accessed by iphone users using the built in Safari browser.

What a load of bollocks. They are telling us something we already knew. As soon as Steve Jobs announced that the iphone carried a full safari browser we knew that web applications would be developed for it. Sure, they are now saying that methods are going to be provided to automatically access iphone features such as dialing and google maps but very little detail was given. As far as I can see Apple is not giving people anything more than they already had.

Jason at 37 Signals is excited about what this means for web apps. He says…

This is the coming out party for web apps. We are very excited about this. These are exciting times.

…and he is right. It is exciting for us web developers. However, I am not convinced the user will see it that way. David Shea mirrored my own reaction at this news when he simply posted a graph showing the astronomical cost of data calls on mobile carriers. Web applications are great for web designers but for users of mobile devices like the iphone they could quickly be prohibitively expensive.

Web Design-isms: 7 Surefire Styles that Work

I found a great article on Think Vitamin this week that talks about design trends on the web. One of the things you learn early on as a designer is that despite your desire to produce something completely original you never will. Everything has been done before and in this article Larissa Meek takes us through 7 styles of design that appear again and again on the web.

The article very much reminded me of design meltdown, an excellent site that showcases different approaches to design. However, what I particularly liked about this post is that the author showed examples of how these styles occur in art as well as online. This is nice because it encourages us as web designers to look beyond the web for inspiration, a subject I have spoken about before.

CSS frameworks

The final story caught my eye because it is an extension of something we have been doing for a while. A while back I talked on the show about the fact that Headscape work with standard XHTML templates. We use these templates as a starting point for development. They allow you to jump start the build process as well as ensure consist naming conventions across the entire design team.

In a new post on the List Apart website Jeff Croft proposes a similar approach for CSS, based on the concept of Frameworks. Jeff argues that certain aspects of CSS development are often repeated across multiple projects. From browser reset styles to creating horizontal menus and standard grid layouts, it seems absurd that we generate these from scratch each time. Jeff proposes that instead we create a series of CSS files that we can be reuse again.

Its a great idea and one definitely worth exploring if you work on lots of similar projects or are part of a large team where you are looking for consistency.

Agony uncle: The importance of undo

A couple of weeks back I received this email from Tom in Texas:

I am a designer currently working on developing a web 2.0 app. The developer is doing some really cool AJAX stuff but unfortunately most of it breaks the back button in the browser. He is arguing that it doesn’t really matter as there are lots of other ways of going back. What is your opinion on the subject?

Once I had recovered from the naivety of the developers comment and finished counting slowly to 10, I started to think through the role of undo. In the end this very simple question from Tom evolved into a blog post on the importance of undo. It is this subject I am looking at in todays show.

Client corner: Stakeholder interviews

Got this question from Dusted.

I’m about to begin a project to help an organization evaluate its current web site and web site management. I’m also going to perform some research and planning to help them start developing a new web site.

The organization is quite complex with a lot of different departments – marketing/events, sales, information/press, youth and more. Each person responsible for each department will be interviewed and I need some advice about what questions to ask them.

Starting off with a few…

  • Describe your department’s needs of the web site.
  • What can be done in a better way?

The results of the interviews will be used when I present my evaluation (and research/planning) to the board.

Any advice, links to articles, books… help of any kind would be deeply appreciated.

We have done quite a lot of stakeholder interviews over the years so this question seemed like one I could help with.

Stakeholder interviews can often be confused with user interviews, as they can often happen during the same process. I tend to differentiate the 2 by calling them internal and external stakeholders. These groups will always require a very different set of questions.

This piece refers to internal stakeholders only; those people that:

  • Will be paying for the project!
  • Are content owners
    • Some won’t know or want to be content owners – “that’s X’s job”
    • Some will consider their content considerably more important than everyone elses – “there should be a tab called ‘Corporate Accountancy’ and a big ad on the homepage”!
  • Will be users e.g. sales

There are a number of good reasons for talking to stakeholders, as follows:

Politics

Most organisations involve some sort of tension between departments/stakeholders/teams/whatever. Giving representatives from each of these groups (make sure you don’t leave anyone out!) provides everyone with a voice. It ensures that everyone has said their piece and it’s down in writing. Ultimately, it gets buy in on the project from all parties thereby creating a better end product.

Education

This applies from both sides. The interviewer is looking to be educated regarding the various points and specialisms that the interviewee has (that’s the point of the interview!). However, the interviewer also has an opportunity to educate a whole raft of internal staff about the web. A good example would be why it’s not a good idea to name site sections after departmental structure. In fact, teaching users to think of their end users early in the interview will probably affect what they have to say.

Verification

Talking to internal stakeholders can often highlight the need to develop certain functionality/facilities/micro-sites/etc that web managers only thought might be useful. Interviews can also be used as a test bed for ideas as well as feedback.

Semi-structured

Following on form the last point, make a point of telling interviewees that they can go off track. The questions are useful as guides but don’t stop writing down what someone is saying if it doesn’t fit with the script.

So, finally on to some good questions to ask&#…;

Questions will, of course, vary depending on the organisation, end user requirements etc, but looking back through a number of scripts, these seem to crop up regularly:

  • What does your department do?
  • What are your ‘processes’?
  • Who is your client and what do they want?
  • How do you think the web can help you deliver?
  • What is your role?
  • What is the biggest pain about your job? What takes the most time?
  • Describe your Internet understanding/usage?
  • Describe your software understanding/usage?
  • Name applications that you are a confident user of.
  • Do you store any information in databases? What?
  • The current website – what’s good and bad about it, what’s bad about it?
  • Are you tasked with providing content for part of the website? If not, do you want to be?

Ask the expert: Struan Robertson on Legal Issues

Today’s guest expert on Boagworld is Struan Robertson a corporate lawyer who specializes in IT law. I first met him on the .net podcast and thought it would be great to get him on the show to give us a small taster of the kinds of legal issues encountered by web professionals. In the show he answers three questions on particular scenarios to give you a taster of the kind of issues that can arise. These include:

  • What are the dangers of working on websites for illegal companies
  • Some of the issues surrounding using images when you aren’t sure about the licensing
  • Storing private data

Although the particular scenarios are quite specific hopefully they communicate some underlying messages and encourage you to take your legal obligations seriously. If you are interested in learning more about the legal issues surrounding web design and IT in general then check out Outlaw.com where Struan provides a lot more advice. Also Struan writes a column in the .net magazine where he covers different legal issues each month.