140. Launch

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

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News and events

Acid3 receptions and misconceptions and do we have a winner?

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

So what is Acid3?

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

So WebKit passes!

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

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

6 Things To Like About Dreamweaver CS4

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

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

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

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

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

7 Ingredients of Good Corporate Design

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

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

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

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Launch: GetSignOff Goes Public

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

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Feature: Using Web Stats for More

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

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Listeners feedback:

Salesman seeks designer/developer

Got this audio question from Andrew:

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

My two-pronged question is as follows:

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

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

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

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

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

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

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

Do/should you help clients’ with hosting?

Hi all

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

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

Thanks, Alex

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

Can you support this website?

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

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

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

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

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

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

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

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

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Headscape web of shame

Every web design company has its secrets and Headscape is no exception.

At Headscape we pride ourselves on our professionalism and quality of work. However many of team members have embarrassing secrets best left hidden. However, that is not in my nature so here they are for all to see…

  • Marcus Lillington built his bands website in Dreamweaver. Don’t expect it to validate (or work).
  • Pete Boston is now one of our project managers but in the dot com boom he used to slice tables with the best of us.
  • Craig Rowe maybe an excellent developer but his site is hosted at his mates house. Think yourself lucky if it is online when you access it.
  • Dave McDermid has the talent to build GetSignOff but never finished his own website.
  • Mez Hopking lets the side down with his occasional drunken photo.
  • Rob Borley (a project manager) is so busy running his takeout website that he hardly has time for clients anymore.
  • Ed Merritt saves all his best design work for his freelance career.

131. Version Control

In this weeks show Ryan and Stanton return to talk about the importance of version control and answer your questions on project  management and invoicing applications, download sizes and page weight.

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News and events

Twitter Cuts UK SMS

This week the team over at Twitter announced that they would no longer be delivering outbound SMS over there UK number. They go on to explain that the bill which up until now they’ve been footing is simply too great and that even with a limit of 250 messages per week they estimate a yearly cost of $1000 per user.

Thanks to established relationships with SMS services in Canada, India and the United States the outbound SMS service will be continuing uninterrupted in those countries.

Twitter has suggested a number of alternatives to the service, links to which can be found on their blog. It would also appear that a number of start-ups are rushing to fill the void as TechCrunch have also reported.

A large portion of Twitters popularity is due to their SMS facilities and it is feared that “freezing” out the UK and other countries from this service will be detrimental to their future.

It reminds me of when Pandora, the online radio station, closed its doors entirely to its UK audience due to licensing constraints and it begs to question do we poor souls in the UK miss out on all the good toys?

facelift (FLIR) Image Replacement for Fonts

Facelift Image Replacement (or FLIR, pronounced fleer) is an image replacement script that dynamically generates image representations of text on your web page in fonts that aren’t otherwise supported in web browsers. The generated image is automatically placed on your site and works in a similar way to sIFR, the big difference being the lack of Flash.

This script uses PHP and javaScript and utilises actual .ttf font files to generate its replacement images, so you can simply specify which elements you want to replace, h1, h2 tags etc, download a font you want to use, point the script to it and your done.

I’m looking forward to having a play with this script as it seems to be simple to use and the fact that you don’t have to mess around with Flash like you do with sIFR is a big bonus in my book.

Take a look at the number of examples they have on their website and see for yourself.

Gmail went down!

So Gmail went down for a few hours this week and as Josh Catone said in his sitepoint article article:

Judging by the reactions on Twitter and in the blogosphere, you’d have thought that the world ended.

There’s nothing really more we can say about this that Josh hasn’t already mentioned, but suffice it to say, no web sites/app is going to have 100% up time and this echoes what Stanton and I were talking about the other week in regards to S3 going down. It’s important to always have a backup and not to put all your eggs in one basket because when the service you’re using goes down, and invariably it will, you need a plan B.

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And Now For Something Completely Random

During the recording of this weeks podcast we were thrown completely when we spotted Paul Annett from Clear:Left dressed up as a Gorilla on Yahoo Live! and then proceeded to start dancing… always aiming to share the hysterics here’s proof. Random indeed.

Paul Annett Dresses as a Gorilla

Feature: To Version Control or Not?

Version control can seem like a very daunting thing to incorporate into your work flow, but once it’s there you can be left wondering how you ever lived without it. In this week’s feature Stanton shares his experiences with you in a bid to convince you why you need it.

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Listeners feedback:

Project Management and Invoicing Applications

James writes: I would like some boagworld advice. I’m a web designer and SharePoint specialist at a large company in Cambridge, UK. Over the last 3 to 4 years i have been messing around with web design etc. I now am very busy outside of work and it is getting busier every month.

I started of with a server under the bed at home with UPS hosting these sites. They ranged from personal sites, to company profile pages to shops. This server has now been replaced with a VPS hosted externally.

My plan is to keep working full time and manage my time very carefully outside of work and keep these sites coming in and out etc and then one day take the big leap into the self-employed world.

What could you recommend for me to manage my tasks, projects, time-management and invoicing etc?

I love the podcast and would be quite happy to chat further with you. Look forward to hearing your experience comments.

Well there is a multitude of online and desktop applications designed specifically for managing your business.

Probably the most popular project management app I know of is 37 Signals’ BaseCamp and that’s certainly the first one that springs to mind when I’m asked this question. Depending on what package you have, BaseCamp allows you to create projects, set milestones, to-do lists, manage time spent on tasks among other things, however BaseCamp is tailored more towards collaborative projects for when you’re working with a team of people. It doesn’t provide facilities for invoicing clients and managing your accounts and so it might not be the perfect choice if you working alone.

Another app I know of and which comes highly recommended is FreeAgent. FreeAgent like BaseCamp allows you to create and manage projects, clients and timescales, however in addition it provides you with the facility to generate invoices, manage your bank accounts as well as your expenses and incomes. It’s designed for sole traders, partnerships and limited companies and is wrapped up in a nice, user friendly interface.

A final mention goes to a Microsoft app that I came across a couple of years ago now, and has only this year been release in the UK. It’s called Office Accouting Express 2008 and it’s actually free to download and use. As you would expect it integrates with other Office applications and provides you with all the facilities you would expect from an accounting package, invoicing, client management etc. So if you’re working on a PC it’s worth having a look.

Luckily you can have a play with all these apps before you buy. BaseCamp has a free account which allows you to create 1 project so you can get in and see how it all works, FreeAgent has a series of demos you can use to see if the interface and facilities are to your liking and as I’ve said Office Accounting Express is free. So my advice would be check out them al
l and see what works for you and no doubt there will be several suggestions in the show comments on other apps that I haven’t mentioned here.

Download Sizes

Bob writes: After reading a recent post from Smashing Magazine on textures I started to wonder… what is a good rule of thumb regarding document size per page on the web? Most of the example pages in the article ranked in at close to 900kb per page… am I behind the times?

Very good question, and one I think we all worry about at points. There’s more than just the filesize to really worry about, there’s the general ‘page weight’ which is affected by many factors, such as:

  • The number of HTTP requests made – if you’re pulling in a lot of external javaScript or CSS files, each one has to be requested seperately. You can combine these into single files to reduce load times, but at the expense of readability, maintainability and organisation
  • The size of any javaScript files you’re pulling in – you can get minified versions of most libraries, for example, which strip out all the extra spaces and line breaks in the code, which aren’t needed in order for the code to execute
  • CSS expressions can be a useful tool, but are bloody slow, especially when used a lot
  • Image filesize can have a massive effect on load times, which is one of your main concerns as you mentioned textures. I’m assuming you’re already familiar with image optimisation, but also test to see if you can squeeze images into a GIF, or a PNG8 if possible, these formats will give you a nice small filesize if you only need a limited colour pallete.

In this day and age it’s nice to think that we’re all cruising on nice fast broadband connections, but in reality we know that’s not the case and you really have to consider your audience, and the context in which they may visit your site (Paul’s talked about this quite recently). If you expect an older demographic to your site, or people in remote areas, then they might still be hitting you on a dial up connection. Some visitors may be using poor public wifi (I get suicidal on the train to and from London as the wifi is usually worse than dial-up), or mobile devices where the data charges can be ridiculously high.

There are a couple of tools I use to get an idea of how my pages weigh in:

There is a Firebug addon called YSlow which provides some nifty statistics on what’s happening under the hood of the pages you visit, and also grades the page performance and suggests methods to improve the loading time of your page.

I tested 2 sites quickly with this extension to give an idea of what you can expect to see, Amazon and Boagworld.

  • Amazon.com weighs in at 501k with 85 HTTP requests and a performance rating of D
  • Boagworld.com is a bit lighter on it’s feet at 57.6k and 79 HTTP requests, but has a performance rating of F, due to (among other things) including 37 external javascript files compared to Amazon’s 8, and 33 CSS background images compared to 9 with Amazon.

I also use a Firefox plugin called Firefox Throttle which lets you simulate a specific network speed (such as 56k) and get an idea of how long your site will take on certain connections.

Unfortunately I don’t think there’s a good rule of thumb here. Personally, I don’t let the page weight issue affect or limit my design, but try and make savings where I can nearer the end of the project, by optimising images, switching to minified JS libraries and reducing the amount of HTTP requests where possible.

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To Version Control or Not?

Version control can seem like a very daunting thing to incorporate into your work flow, but once it’s there you can be left wondering how you ever lived without it. Paul Stanton gives his thoughts and experiences on the subject.

This post has stemmed from an e-mail by Simon Hamp whom has just started working for a PHP development team and has been given the task of assessing their current systems. Simon writes:

I wanted a professional opinion on a proposal I have made to move from file-based version control (i.e. manual folder management) to full-blown source code management.
Is it worth making the change from an existing system and move to something like Subversion for a team of our size, considering that this would change the processes for those who have been here the longest quite considerably?

Version control is one of those things that you already know you should be using, and if you’re like me, have promised yourself for a while that you’ll get round to learning and integrating into your own workflow. Chances are that one day, disaster will strike and you’ll realise why it’s so important.

I’m going to be honest with you here, I can’t profess to be an expert in version control. I’ve been playing around with it, and the team I work with are very close to making it a mandatory part of our design and development workflow, but I hope i can provide some form of assistance in your decision to adopt a version control system, and maybe convince myself in the process.

That being said, I don’t think there even is a decision to be made. You – need – version control. There’s no real question about it. The biggest challenge we face is integrating this into our existing workflows.

Let me take a step back, and explain what version control is for anyone unfamiliar with the concept.

Version Control Systems (VCS) (also known as Revision Control, Source Control or Code Management) is a way of managing multiple versions of the same information, which is most likely – in this case – the source code of your website.

In the simplest terms, VCS allows you to keep track of the development of your source code, keeping track of the changes you make as you go along with all the changes being stored in a repository. You may already use a crude method of version control yourself, naming files such as index1, index2 etc. VCS systems keep track of all these changes, and let you revert to any previous version if the need arises.

The real benefit of VCS comes when you have more than one person working on the same file. Instead of you overwriting each other’s changes, or attempting to manually merge the changes from one developer with the changes of another, the VCS can take care of all this for you, creating branches for each developer to work on which allows multiple developers to work on the same file simultaneously, then merging the changes into a single version, highlighting any conflicts or problems that may arise.

There’s plenty of more detailed descriptions of VCS systems online if you’d like to learn more (Wikipedia might be a good place to start), so I’ll save diving too deep into the rabbit hole for now, I’m sure that if you’d really like to learn more, Paul can work it into future shows. For now, I’ll return to our case in point; “Is it worth making the change from an existing system and move to something like Subversion for a team of our size”.

I work in a team of 11, with 2 other designers and 3 other developers, and we ran into issues recently with a site that needed some last minute changes made. I was asked to do some markup modifications and CSS changes which required me to modify multiple files. This project wasn’t in a VCS system, so I was given a copy of the files on a flash drive. I made my changes, re-saved the files to the flash drive and handed back to the designer. In the mean-time, the designer had made other changes to the files, and needed to merge my changes with her own manually by copying and pasting from my copies of the files. To further complicate matters, the developer then needed to take these files and integrate the markup and CSS into their .NET templates.

I don’t need to tell you that this was an absolute nightmare, at one point we were managing 5 local copies as well as 2 remote copies (one on the dev server, and one on the live server) To be fair I’m not sure if the team has ever hit a problem such as this before, with multiple people working simultaneously on a project and unfortunately we don’t have VCS as a mandatory part of our workflow as yet, but after this experience, I’m sure it won’t take long.

If we did have VCS, I could have checked out the necessary files, made my changes, and checked them in, the other designer could have checked out the same files and made her changes simultaneously, and also checked them in when she’d finished. Then we could have simply merged these together into one, any conflicts would have been highlighted for us to easily rectify. The developer, when ready, could easily deploy these from the dev server to the live one with a couple of commands.

There will be issues with integrating this into your own processes, especially with people who have their own tried and tested systems, but personally I think you really have to put your foot down here. VCS should be a mandatory part of your workflow, especially as your team grows and there are more people involved with projects.

If possible, I’d recommend arranging training sessions on whichever VCS you choose to adopt, you should only need a day, or even a half day to go through the basics of using a VCS for your dev team, I’d even wager (or should that be “hope”) that those who have been professional developers for some time will already have experience of one form of VCS or another and shouldn’t be resistant to using one.

My last point would be to explore the various VCS systems on offer. The main 3 that come to mind when writing this article are Subversion, GIT and Mercurial.

Subversion (SVN) is the system that most listeners will have probably heard of. SVN is a centralised VCS system which centers around a single repository. Subversion is a well known, and generally well supported tool with a wide range of user interface tools available such as such as IDE extensions for most popular IDE’s and Windows Explorer shell extensions like TortoiseSVN. There’s also native Windows and Mac GUI tools available to make the normal command line interface a bit easier to digest.

GIT and Mercurial are slightly different in that they’re Distributed Version Control Systems (or DVCS for short). While Subversion manages a single repository, a DVCS system like GIT has multiple repositories. The best way I can explain is that imagine if my team was working on a project, and we had a repository on our dev server, I can then clone that whole repository to my laptop, and take it away to work on at home, on the train, or at the top of a mountain if I so wished. With a centralised VCS like subversion, you really need access to that central repository to commit your changes, with a distributed system, al
l your developers can mainta

in their own local copies of the repository, commiting changes to the master repository when needed.

GIT is actually the system I’m getting to grips with at the moment, the branching, tagging and merge tools are more stable than the ones within Subversion. Please note that I’m not trying to bait anyone here, and I don’t want to get into a flame war about which VCS is better than the other. GIT’s distributed nature makes more sense to me personally, and allows me to manage my branch without network access if needs be, and in the event that our development web server with the master repository blows up, each developer has a copy of the repo in some form, and there is a good chance that the whole codebase can be rebuilt easily.

So I hope this persuades you into adopting some form of version control, but if you really ask yourself, you already know that you need to use it, and to return to Simon’s original question, I bet your developers already know they should be using it, they just need a little encouragement to integrate version control into their processes, the benefits far, far outweigh the disadvantages.

By Paul Stanton

129. Conferences

This week’s show sees the return of Ryan and Stanton, holding the fort while Paul and Marcus sun themselves on holiday. .

We’ll be talking about taking your first steps into the world of conferences and answering your questions about font smoothing and browser emulators

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News and events

Release of Firefox 3.1 Alpha

Last Wednesday saw a new developer release from the Firefox team. Firefox 3.1 Alpha, or “Shiretoko” is now available for download. Shiretoko is built on a pre-release version of the Gecko 1.9.1 platform and introduces several new features for you to play with.

  • Web standards improvements in the Gecko layout engine
    • They don’t actually say what improvements, so I guess we’ll have to trust them with this one but from what i can gather, they’ve added a lot more CSS3 selectors like :nth-child, the CSS3 “word-wrap” property, CSS3 columns, text-shadow, box-shadow, border-image and more.
  • Text APIfor the <canvas> element.
    • This is a quite detailed API for drawing vector text within the canvas element, and is sure to set the hearts ot typophiles beating just a little bit faster.
  • Support for using border images.
    • The design community has been screaming for this for as long as I can remember, the ability to specify images as borders. The whole rounded-corner craze might be slightly out-of-style now, but I’m sure we’ll see some innovation with this feature very soon.
  • Support for JavaScript query selectors.
    • Now I’m not completely down with the javaScript kids, so I apologise if i don’t get this quite right. But the query selectors seem to be a way to target specific selectors instead of having to filter a result set provided by the getElementsByTagName() call, you can now do the filtering before you execute the query.
  • Several improvements to the Smart Location Bar.
    • When you start typing a URL, Firefox starts giving you options to choose from, you can now filter those results while you’re typing.
  • A new tab switching behaviour.
    • Pressing Ctrl+Tab now gives you a filmstrip style overlay which lets you quickly navigate to your open tabs, and mimics the similar feature in most operating systems nowadays.

The alpha is available from the Mozilla Developer Center.

A List Aparts’ 2008 Survey

It’s that time of year again, the A List Apart team have unleashed their 2008 survey “for the people who make websites”. The survey gathers a massive amount of information, with around 33,000 people taking part last year and covers a wide range of questions covering all aspects of our beloved industry.

The survey covers everything from Age, Gender and Geography to Education, Employment, Vacation (holidays to the rest of us) and those oh-so-important salary details, how many hours worked and your methods of staying upto date with what’s happening in the industry. The data gathered is compiled into a comprehensive, yet easy to read report, and they also provide the raw (anonymous) data so you can do your own number crunching if you so wish.

You can also have a look at the 2007 survey results if you wish, and Paul and Marcus will no doubt be covering the results of this years survey when they’re published. So this is a call to arms really, help improve this survey by taking part at Alistapart.com. We took part, so should you!

The Future of Web Font Embedding

The last news item is a blog post by Richard Rutter on the future of web font embedding. With both Safari and Firefox supporting web fonts in their 3.1 releases, and development releases of Opera, it could be time to start playing with web fonts.

Richard starts by defining web fonts as using the @font-face rule to point to regular TrueType or OpenType font files on a web server, this is to clear up any confusion with Internet Explorer’s proprietary web font support with uses EOT font file, which is also a way to wrap the fonts in DRM, which i think might severely hamper any efforts to bring web fonts into the mainstream.

The font foundries and type designers seem to view web fonts as the death of their industry, insisting that their revenue streams will be destroyed by piracy and free font embedding, rather than seeing this as an opportunity to really boost their industry.

There’s nothing to say that the @font-face rule has to point to a locally hosted font file, The opportunity exists for the font providers to host the fonts themselves, and charge for their useage. This saves us, as designers, from having to install fonts on the machines we design on, and will undoubtedly allow us to choose from a much larger selection of fonts which can be switched quickly and easily.

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Feature: A Year on the Conference Circuit

This week’s feature has stemmed from a listener who asked “which conference would I suggest for a first timer”? And “how difficult is it if you don’t actually know anyone there”? Having attended a couple of the big conferences this year I thought it would be useful to share my experiences.

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Listeners feedback:

Font Smoothing

Steve Writes: I have been listening to your podcast. I really like it.

I jusr want to ask a question. On mac, the fonts seem to be all thicker than windows. What setting are u using? I’ve been using best for lcd. Today I changed to automatic, and the fonts were much thinner. It looks more alike with windows fonts.

Do you think this is a big problem for mac users? Since the fonts will look different. Which setting do you think is the best for web designer on macs?

The difference of Mac fonts compared to their Windows counterparts originates from Apple’s legacy in desktop publishing and graphic design, the fonts are rendered in a way which would give a closer approximation to how they would look when printed.

Mac’s use a specific font wrapper called dfont, this contains extra information to preserve certain features like font outlines and hinting which can then be rendered more accurately on-screen meaning that in general, fonts look better on a Mac, whichever smoothing method you choose.

If you’re a designer, I’d heavily recommend testing your design in as many different browsers as possible, but also on different operating systems as well. I work primarily on Windows Vista (don’t shoot me) and have a dualscreen setup, my second screen can be flipped over to my Mac where I can test in Safari, Firefox and Opera on Mac, I also run a Ubuntu system to test in. Rather than running a standalone IE6 build on vista, I run a full XP virtual machine with IE6 running natively as I just don’t trust the standalone builds.

One of the main things you’ll have to accept is that your design might not look identical on any combination of browser or operating system, and because you’re probably designing websites to be viewed by other people, I’d recommend keeping your font smoothing to the default setting of “automatic” which is most likely going to be the case for your target audience.

Browser Emulators

Andy Asks: Hey guys. Been listening (on and off) for a while now and love the show.

I was wondering if there is such a thing as a browser emulator, software that allows you to see your site as it would appear on IE, Firefox, Safari, Opera, etc. If there is one, is it total crap and not really work.

The answer to your question is yes, there are several websites that can provide you with this type of service.

One of the more popular sites is Litmus which is an online emulator that validates your HTML and CSS as well as presenting you with a screenshot of your website loaded in up to 23 different browsers across various operating systems. It can also provide you with a report of any compatibility issues it has come across. However there is a fee to get any real use out of this service.

What Litmus does it actually does very well; however there are a couple of major draw backs I’ve found:

  • You can’t have an interactive experience – Not all issues can be seen from a screenshot and more often than not you need to just take your mouse and navigate around the site to find problems.
  • You can’t test javaScript – You can’t see javaScript animations from a screenshot.

As Paul said in the previous question, there’s no substitution for the real thing, which is having multiple setups with multiple browsers installed. However that’s not always a viable option especially for freelancers working from home who don’t have the budget (and space…) to have several machines and licenses for operating systems needed for testing, in which case sites like Litmus are invaluable.

My advice is if you can test on the real thing, do, if you can’t then take a look at Litmus.

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128. Details

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

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News and events

Silverback Launches

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

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

PatternTap

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

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

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

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

Google App Engine Update

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

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

S3

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

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

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

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

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Interview: Dan Rubin The Details Of Design

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

Dan Rubin:Good to speak to you Paul.

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

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

Paul:Oh was it?

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

Paul: laughs

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

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

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

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

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

Paul:A subconscious expression?

Dan Rubin:Yes.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Thanks to Sarah Galley for transcribing this interview.

Linkage

You can find Dan Rubins site, Superfluous Banter here.

Typography
Layout
Colour

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Listeners feedback:

Managing a Bigger Team

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

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

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

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

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

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

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

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

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

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

Terms and Conditions

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

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

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

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

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

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

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

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

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Battling Bureaucracy

I was fortunate enough to be asked to run a workshop at this years Institutional Web Management Workshop (IWMW) in Aberdeen. The topic was Battling Bureaucracy.

A large proportion of the work we do at Headscape is with the Higher Education sector and so I always try to attend IWMW. Last year I had the privilege to give a keynote talk on Social Participation in Student Recruitment. This year I wanted to do something different and so chose to do a workshop on a subject close to the hearts of most Institutional web teams, bureaucracy. The abstract for my workshop read as follows…

Why is it that so many web projects within public institutions are delivered late and fail to stay within budget? In this session we discuss the challenges faced by institutional Web site managers and look at specific techniques to address issues such as design by committee, scope creep and internal politics.

You can find the slides below, thanks to the nice people at slideshare. You can also download it as a 3.5mb PDF.

Fuel conference

I was fortunate enough to speak at the first ever Fuel conference on the subjects of design and content. If you were there or are just curious, this page will allow you to access my slides.

My talk was entitled ‘Websites that work‘ and covered the following…

Your website is the always-on, public face of your company. It’s also the gateway through which you interact with customers. This session will explain why copywriting and design are critical, and give you practical hints and tips into how you can instantly improve your website

You can either download a PDF of my slides (17.7mb) or watch here thanks to Slideshare.

122. Screencasting

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

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News and events

Typography everywhere

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

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

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

The list could go on.

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

Accessibility cheat sheet

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

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

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

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

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

Advice on wireframes

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

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

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

Top five tips for new web designers

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

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

The tips include…

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

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

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

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Feature: Creating Screencasts

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

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Interview: Ian Lloyd on Sitepoint HTML Reference

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

Ian: Hello Paul!

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

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

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

Ian: I’ve heard my dulcet tones before.

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

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

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

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

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

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

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

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

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

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

Paul: *Laughs knowingly*

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

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

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

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

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

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

Ian: Sorry Paul.

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

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

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

Ian: Ah yes.

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

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

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

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

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

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

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

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

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

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

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

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

Paul: Nobody is beyond hope.

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

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

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

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

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

Paul: There you go then.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Ian: What luck “HTML SUCKS!”?

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

Ian: Yeah something like that.

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

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

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

Ian: OK. Thank you very much Paul.

Thanks to Lee Theobald for transcribing this interview.

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Listeners feedback:

Can you trust developers?

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

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

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

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

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

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

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

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

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

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

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

The life cycle of a website

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

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

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

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

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

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

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

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

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Quick fix accessibility

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

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

Poorly described images

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

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

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

Badly labelled links

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

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

No alternatives to media

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

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

Reliance on Javascript

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

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

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

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

User controlled text

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

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

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

120. WCAG 2

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

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News and events

IE testing made easy

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

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

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

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

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

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

Hosting your Javascript libraries

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

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

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

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

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

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

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

Prototyping website interaction in flash

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

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

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

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

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

The rule of thirds

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

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

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

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

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Feature: Defying Conventions

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

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Interview: Patrick Lauke on WCAG2

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

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

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

Patrick: Thanks for having me.

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

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

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

Patrick: Super!

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

Patrick: Excellent.

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

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

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

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

Paul: OK.

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

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

Patrick: Yeah

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

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

Paul: So has all that gone now?

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

Paul: OK

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

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

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

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

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

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

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

Paul: Yes

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

Paul: Yeah it does.

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

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

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

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

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

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

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

Paul: Cool

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

Paul: Ah, that’s good

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

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

Patrick: Absolutely

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

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

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

Patrick: a delight

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

Patrick: Yes, super duper. Okey-doke.

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

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Listeners feedback:

What are the key features of a CMS

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

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

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

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

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

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

Is certification worth it?

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

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

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

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

119. Fluid Elastic

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

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News and events

Harness the power of "frilly bits"

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

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

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

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

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

The cure for content-delay syndrome

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

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

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

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

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

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

The roles of a web entrepreneur

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

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

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

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

Intranets revisited

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

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

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

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

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

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

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Feature: Fluid Elastic Design

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

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Review: PHP Designer 2008

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

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

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

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

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

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

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

Thanks to Simon for that review.

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Listeners feedback:

Can you set up a web design company in the evenings

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

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

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

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

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

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

Domain names

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

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

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

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

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

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

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

Location aware

The web is full of exciting innovations at the moment. However, it is geocoding that personally excites me the most. In this post I explain what it is and why I believe it offers so much potential.

I am definitely not an expert on geocoding but I have been aware of the idea for a long time. I first encountered the concept back in the late 90s. At the time it entirely passed me by and I couldn’t see why the person explaining it was so excited.

“Just imagine the possibilities if every file had a location stamp like it has a date stamp”

I obviously lacked imagination. It all felt too theoretical. Too far off.

Later the concept was reintroduced to me, but this time all I saw was a world of adverts being pushed to my mobile phone as I walk by the local starbuck. Who wanted that?

The lightbulb finally switched on when I heard Tom Coates speaking at d.construct last year (Download Tom’s talk: MP3). He talked about a project he was working on called Fire Eagle that allowed applications to pass your geo location back and forth.

Geocoding is a reality now

Nine months on and I have finally got to play with Fire Eagle. I no longer need imagination to see the potential, it is no longer far off. Geocoding is here and boy am I excited.

For me the real power of geocoding comes because of mobile devices. Once your mobile knows where you are the possibilities are endless. My iphone for example lacks GPS but it can work out my position based on cell towers and wifi networks. This enables me to do lots of things…

All of that I setup for myself in a couple of hours. I haven’t even scratched the surface of what is to come.

The website owners perspective

This is not just something consumers should be getting excited about. It offers huge potential to website owners as well, because it provides users with new ways to access their information.

Consider for a moment what information you hold that is location specific. Do you have physical outlets (or other points of interest) that could be geocoded so users can easily find them? Maybe the content on your site relates to a geographical location (for example a university website). Or would users find it useful to know where you wrote a particular page of content (maybe a travel blog)?

I am the first to admit that geotagging is still in its infancy. However, there is no doubt it is on the cusp of going mainstream. Consumers have adopted car navigation systems very quickly and are familiar with adding points of interest (at least where speed cameras are concerned)! It will not be long before that experience makes the leap to mobiles.

It maybe premature to add location information to your data. but it is certainly the time to start thinking about what information you have that could be geotagged.

For more on geotagging and fire eagle listen to our upcoming interview with Tom Coates on show 118.

Headscape is recruiting (again!)

Headscape are currently after two new members of staff. If you are an experienced Information Architect or a newly qualified developer, we would love to speak to you.

Yes I know, I am not supposed to be blogging at the moment. However, the reason I am not blogging is because we are so insanely busy. In order to get around this problem we are recruiting (yet again!). If you fancy the idea of working with the gang at Headscape then drop me an email.

Here are the jobs…

Information Architect

We are currently looking for a smart, articulate Information
Architect to work with our clients on initial stakeholder interviews,
user testing and the production of wireframes.

We are looking for candidates with some or all of the following skills:

  • An ability to organize complex information into simple, easy to
    understand structures.
  • Experience in running stakeholder interviews and other requirement
    gathering exercises.
  • Outstanding organizational and communication skills.
  • Proven experience in preparing, running and reporting on usability
    test sessions.
  • The ability to produce easy to digest documentation on IA and
    usability issues.
  • Extensive experience creating sitemaps, wireframes, use-case
    scenarios
    and flow diagrams.
  • Experience of working with large, complex, information heavy
    websites.
  • Ability to plan and execute competitive analysis.
  • Proven experience of working with and producing personas.
  • The ability to meet aggressive deadlines.
  • A good understanding of the design process.
  • A good understanding of technical constraints.
  • Experience of copyrighting.
  • Experience of working with B2C ecommerce sites.

The ideal candidate would be one who is able to work from our Southampton office for at least part of the week.

Experience:

  • Bachelors degree or the equivalent
  • 3 years experience designing websites preferably within a web design
    agency.

Graduate web developer

Starting salary: £22k+
Location: Southampton

Headscape is looking for a graduate web developer, with a 1st or 2:1 degree in a relevant discipline, who is passionate about their profession, keen to learn and can demonstrate good problem solving abilities.

Headscape’s core development technologies are ASP.NET v2.0, VB.NET, Microsoft SQL Server 2005 and XML/XSLT. We have our own, highly flexible content management system software that is the basis for most of our website implementation projects for clients. We are also in the process of developing an online service aimed at web designers.

If you don’t have skills in our core development technologies, don’t worry. We can help you to acquire the skills you’ll need. What we need is demonstrable ability and enthusiasm.

You will need to be a fast learner. You need to be a confident, productive developer. You need to understand relational databases. You must be motivated by developing real-world, web-based applications that really matter to their users. You’ll want to grab with both hands this once-in-a-lifetime opportunity to join a web agency with a national (becoming international) reputation.

If you have had some web development experience outside your degree course we’d love to hear about it too.

Your role will involve working in client project teams with project managers, designers, information architects and user interface developers to create superb bespoke web solutions on-time and within budget.

About Headscape

Headscape is an established web design agency based in the Southampton,
England. We produce top quality websites that are accessible to the
widest possible audience, easy to use and designed around our
clients business objectives. Clients include large government bodies,
educational institutions, charities and the commercial sector.

104. Give us your money

On this week’s show: Paul shares 10 tips for getting designs signed off. Marcus looks at how to present to a prospective client and Michael Slater introduces us to Ruby on Rails.

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News and events | Marcus: How to present to a prospective client | Paul: 10 tips for design sign off | Michael Slater talks about Ruby on Rails | Question of the week

Housekeeping

All change

I have a bit of housekeeping news before we go any further with the show. I am changing things around a bit with my podcasting line up. After a chat with Dan Oliver from .net magazine we have decided that I will no longer be doing their show. They have some great plans for it in the future but it just didn’t make sense for me to keep doing two very similar shows. Before people start emailing, no we haven’t had a falling out and I still love Dan very much… if only I wasn’t already married.

The good news is that this allows me to introduce some more guests onto this show and bring in a bit more discussion. In order to accommodate this we will be having just one feature section each week instead of my bit and Marcus bit. Some weeks I will do it and other weeks it will be Marcus.

The final aspect of all of this is that we are going to start recording the show together rather than over skype. This should deal with the audio problems we have been having as well as making for a much better dynamic.

Christmas giving

I thought it might be nice to use the mighty power of the Boagworld listeners to raise a bit of money this Christmas and wondered if you might all be so kind as to help.

We have been doing this show for well over 2 years and have never charged or done much in the way of advertising. We are therefore wondering if just this once you would dip your hands into your pockets and give a bit of cash.

I want to raise some money for a charity I have been personally supporting for a while. A friend I grew up with now runs a school and orphanage in a very rural part of India. The kids they work with have far from the best background and the school is the only hope they have of breaking out of their circumstances.

I wont emotionally blackmail you with sob stories (because I know you are hardened cynical geeks) but simply ask that you give me some cash in return for the two years of free shows I have given you.

Because I am unorganised and only thought of this a couple of days ago we are going to simply use my paypal account to collect donations. I will then pass the money on to the charity. So to give a donation just use the bottom below (be warned its not the most intuitive system ever but you are all clever chaps. I am sure you will work it out).

Give to the Boagworld Christmas Appeal

News and events

24 ways is back

My first story of the day is actually 12 days late because it is the re-launch of 24 ways. In case you haven’t come across 24 ways before I should explain that it is an advent calendar for web designers.

Each day in December leading up to Christmas they publish an article written by some of the leading lights in web design (oh yes, and me). The articles are somewhat random but also incredibly practical and hands on. Articles range from creating a never-ending background to working with online maps.

But don’t panic that you have missed the first half of advent. You can access all of the previous days. In fact you can even access the last 2 years of articles. Ample to keep you amused while we are away over Christmas.

Tips for development and design

If 24 ways isn’t enough to quench your thirst for knowledge then let’s throw two more articles into the mix both of which provide some top tips.

The first is for all you developers out there. The guys at Blue Flavor have shared their top 10 tips for a successful development project. The article includes great advice like, always create a functional spec and talk to your clients. Interestingly one of the suggestions is to use a version control system. This is also a tip in our second article which is aimed instead at designers.

Jina Bolton has written an interesting article for Think Vitamin entitled “creating sexy stylesheets“. Like the blue flavor article this one lists 10 tips. However this time they are for producing better stylesheets. Now, although I would argue that nothing makes CSS sexy this is still a very useful list. The tips for organising your CSS file and building your own framework are particularly good.

So if you are into top 10 lists then you should be happy this week whether you are a designer or a developer.

24 wayswhich post articles on web design over the Christmas period. Well, I was asked to contribute to the site so I wrote an article entitled 10 tips for design sign off. Although some of the tips have been covered on the show I thought generally it would make a good segment for the show.

The problem is that getting design sign off can be one of the most challenging parts of the web design process. It can prove time consuming, demoralizing and if you are not careful can lead to a dissatisfied client. What is more you can end up with a design that you are ashamed to include in your portfolio.

How then can you ensure that the design you produce is the one that gets built? How can you get the client to sign off on your design? (Question of the week

What tips do you have for getting designs signed off?

 

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.