Lessons from the O2 failure

I don’t want to start ranting about the debacle that was upgrading via the O2 website, from my iphone to the iphone 3G. However, there are a couple of things we can learn about good site design from their mistakes.

Like most of the British population (or so it seemed) I tried to upgrade my first generation iphone for the new iphone 3G. Following the instructions I received from 02 I went to their website and then spent the next 2 hours battling to place my order. This horrendous experience raises some interesting points.

  • Load test - If you are expecting shit loads of people to hit your site at the same time then run some loading testing against it!
  • Don’t cause a panic – Announcing there is limited stock and that you are going to sell on a first-come-first-served basis is going to cause a rush.
  • Provide alternatives – Don’t force users into only purchasing through a website. Allow them to purchase via phone or store too.
  • Keep it simple – The whole process could have been streamlined. Adding a text message as a method of authentication was unnecessarily complicated and caused problems.
  • Avoid AJAX – On a site that is going to be hit by heavy traffic, avoid using unnecessary AJAX. It was impossible to jump to the appropriate place in the process. Instead I was forced me to start from scratch each time the page hung.
  • Use cookies – By using cookies they could have saved me considerable time entering my information again and again.
  • Clear messaging – Despite completing the process I am unsure of whether I have an iphone coming or not. The site needed to make it clear whether an order had been successfully placed.
  • Error handling – When things went wrong with the site it didn’t respond elegantly. Some carefully written messages could have cleared up a lot of confusion.
  • Better labels – One label asked me if I wanted a bolt on package. It didn’t explain what that package was or what answer was required. It just gave me a blank text box. What was I supposed to type into it? Should I leave it blank? Why was it a text box and not a dropdown menu? Was this the reason my submission was failing?
  • Email confirmation – It would have been nice to receive an email confirming or rejecting my order.
  • Waiting list – For those who failed to place an order before the product ‘sold out’ there should be an alternative. Never turn a customer away. Either offer the chance to pre-order with an estimated delivery date or at give the change to register to be informed when new stock arrives.

Update: Alex made some excellent additional points in the comments and I wanted to mention them here too. He added to my already extensive list:

  • Get a CDN or virtual servers – If you’re expecting a lot of traffic in a short time, look to share the load. Think about placing your critical functions (such as an online shop) onto a platform that allows you to deploy additional servers on demand (often called Virtual Private Servers) – such as Amazon S3 or similar. If you can’t change onto something like that – you can still help your server by moving images, CSS and javascript onto another server, or even a CDN. A Content Delivery Network (CDN) is a network of servers that contain copy of your key files to help spread the load.
  • Have a backup plan (or have two!) -
    If you have something really high-profile, have a backup plan, or two! In this case, O2 DID have a back-up plan… they had a ‘failover’ site… which was a simple one-page form to take down customers details. The only problem was it didn’t work when it needed too… it failed too!
  • Brief your call centre -
    Knowing that some customers were likely to experience trouble accessing the site (or even just getting confused placing an order), you should make sure that you brief your call centre staff – put on extra staff and make sure that they can take orders too, and know what to do.
    When I called O2′s customer services, they couldn’t offer any help as ‘upgrades were online only’. Additionally they couldn’t check if my 3 times I put my credit card details in were registered (they weren’t as it happens).
    If all goes wrong… the call centre is your last line of defense, and O2 dropped the ball here too.

Update 2: Well, the iPhone 3G has now launched in the UK and O2s website continues to fail users. This time Apple was forced to turn away customers from their stores because they were unable to register them with the O2 site. The reason why: The O2 website would only work in Internet Explorer. This provides us with yet another lesson to learn…

  • Build for your audience – Consider who your target audience is and what requirements they have. In particular consider their accessibility need to make sure you never turn away people wanting to give you money.

All in all it was badly handled and I am pissed off. Can you tell!

The plight of the in-house designer

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

I last worked as an in-house designer/developer over 8 years ago, so I don’t feel I can really comment on the subject. I therefore enlisted the help of the boagworld forum and dug out various emails I have been sent over the last couple of years. I also picked the brains of Paul (our researcher) and Ryan (our producer) to compile 10 quick tips for improving the lot of in-house staff.

1. Coding with others in mind

The general consensus seems to be that as an in-house coder it is important to consider the next guy. Whether you are working as part of a team or as a lone developer, sooner or later somebody else will have to pick up your code and work with it.

Two techniques were suggested for coding with others in mind. The first was to carefully comment all of the code your produce and if appropriate even create supporting documentation. The second was to have a library of reusable code so that all work produced is consistently marked up. That way it can be passed around the team easily.

Personally, I believe this is good practice whether you are working in-house or not. Certainly Headscape use an extensive library of HTML, CSS and Javascript snippets.

Of course, if you are working alone the need for a library of snippets is less pressing. However, our next problem is a bigger concern.

2. Seeking out like minded people

Many in-house designers/developers are working in isolation. There are a relatively few organisations that can afford a web team. Working alone has two obvious drawbacks. First, it is hard to keep up-to-date with new approaches because you are learning on your own. It is easy to get stuck in a rut, using the same old techniques. In web design stagnation can be dangerous both for your career and for the evolution of the site you are supporting.

Second, it can be lonely. Even though you have other people with whom you work, they do not share your experiences as a web developer. You cannot moan about shared problems or ‘geek out’ on code or typography.

The solution is something we have spoken a lot about before. Make contacts within the industry both online and off. Use tools like forums, twitter, and mailing lists. Offline, look for meetups and conferences you can attend. Nothing in your area? Don’t let that put you off. Setup something yourself. If somewhere as backwards as Dorset has a web designer meetup then there is no reason why your area cannot!

3. A demonstration speaks a thousand words

The feeling of isolation can be exasperated because management often simply fail to ‘get’ what you are trying to do. It can be amazingly frustrating when you have a great idea but you fail to make others see why it is so good.

One solution might be to build a proof of concept or prototype. It is often much easier to convince management of an idea if they can see it in action. Some even spend their evenings producing prototypes as they are not given the opportunity while at work. Personally, I cannot help but wonder whether you should actually be looking for a new job if you are forced to develop ideas in the evenings!

4. Impose some structure

One idea I agree with is that in-house developer you should work within the same rigid structure used by external agencies. Too many in-house teams are treated like a free resource people can turn to whenever they like. This leads to scope creep and (more importantly) to the web team being undervalued.

So what do I mean by a rigid structure? I am talking about things like:

  • Statements of work
  • Change control procedure
  • Client signoff
  • Project milestones (for both yourself and the client)
  • Resource assignment and budgeting

These techniques ensure projects run smoothly, limit scope creep and project a professional image to the internal clients improving their perception of the development team.

They are also worth applying no matter how small the job. For example if you have been asked to change some copy on the website always confirm what the requirement is via email. This acts as a mini statement of work. Project management doesn’t need to be onerous to be effective.

5. Encourage internal charging

Of course the best way of making somebody value your work is to charge them for it. There seems to be a general consensus that where possible internal charging is a good idea. However, often this is outside of your control.

If you are unable to charge internal clients there are alternatives. One option is to calculate how much you cost the company per hour. Once you have this figure (even if it is an approximation) you can start to include it in statements of work. List all of the tasks to be done, associate a time with each of these tasks and include the cost to the company for each.

Hopefully this will make internal clients think twice before using up your time. If you want further leverage start submitting a monthly report to management outlining what work you have been doing and the associated costs. Let clients know you are doing this as a further incentive for them to think twice.

6. Be the authority

Another piece of advice that was generally agreed upon is the need to be seen internally as an expert. How you are perceived is important if you want your opinion to be respected.

Avoid being hesitant or negative about ideas because you are unsure how to implement them. Instead research solutions and if appropriate bring in an expert. Using specialists does not undermine your authority. Rather it demonstrates that you can manage a project even if it is bigger than your personal capabilities.

7. Exude confidence, personality and enthusiasm

On the subject of negativity, avoid saying ‘no’. Many internal web teams are perceived as a barrier to be overcome. Internal clients often turn to external agencies in an attempt to bypass them entirely. Once you are ‘out of the loop’ you loose control entirely.

A better tactic than saying ‘no’ is to say ‘yes’ but go on to explain the consequences. Once you have explained the negative impact of a suggestion, be quick to provide a positive alternative of your own.

Be confident and enthusiastic about every project. Avoiding being perceived as the stereotypical geek sitting in the dark barely uttering a word. Ensure you are likeable. If people like you they will listen to and respect your opinion.

8. Broadcast your successes

To further enhance your reputation internally make sure you broadcast your successes. If you launch a new sub-site or feature, ensure you tell as many people internally as possible.

If the company has an internal newsletter or mailing list make sure you write something for it explaining what you have done and why in plain English. Focus on what the project brings to the business rather than how it works and why it was challenging.

Offer to run workshops about the web or give a mini-presentation on web strategy to management. Anything to make you appear pro active and a benefit to the business.

9. Understand the politics

A lot of the points so far relate to company politics. Every organisation has its internal politics and ‘rising above them’ isn’t a realistic option.

One area where politics becomes particularly important is sign off. If you are having trouble getting something approved ask yourself the following questions…

  • Does my internal client have the power to sign off themselves or is there somebody else I should be talking to?
  • Who are the people influencing those signing off?
  • Who are the opinionated trouble makers slowing down the process?

In many cases the person who appears to be the decision maker is not really. They are being controlled by management higher up or influenced by a few vocal individuals. If this is the case you need to speak directly to these people or at the very least give your client the tools to force sign off through.

10. Stick to the facts

Finally, always have facts to back up your opinion. This is especially important if people within the organisation do not respect your opinion.

Facts and figures are especially good but when that is not an option turn to an expert opinion. Quoting an internationally respected author like Steve Krug will generally carry more weight than your own opinion.

That said, remember to explain who this person is and why their opinion matters. You cannot expect the heading of marketing to have a clue who Steve Krug is.

Where an internal client remains unconvinced by an experts opinion turn instead to the weight of evidence. Don’t quote just one expert, quote ten. The shear number of people saying the same thing will impress.

So there you have it. Advice straight from the boagworld community. If you have anything to add, post it in the comments below.

121. Coda

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

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News and events

Skipping Photoshop

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

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

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

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

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

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

Web Designers should do their own HTML/CSS

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

At the end of the article they write…

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

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

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

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

Beyond CAPTCHA

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

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

An example of CAPTCHA in action

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

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

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

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

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

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

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

Website Owner’s Manual

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

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Feature: Quick Fix Accessibility

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

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Review: Coda

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

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Listeners feedback:

Team working environment

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

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

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

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

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

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

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

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

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

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

Internal Search

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

Love the new site!

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

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

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

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

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

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

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Quick fix accessibility

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

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

Poorly described images

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

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

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

Badly labelled links

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

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

No alternatives to media

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

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

Reliance on Javascript

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

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

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

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

User controlled text

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

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

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

Website Owner's Manual

I have been working on my book (The Website Owner’s Manual) for a while, but finally I have something to show you.

Update: You can now order the website owners manual and get access to chapters as they are written.

No, I haven’t finished it and to be honest my progress continues to be slow. In fact it is so slow my publisher is currently looking for a release date of December! Oh the shame :(

A recap: What the book’s about

First of all a quick recap on what the book is about. This is what my publisher has written…

Just because you’re responsible for your organization’s web presence doesn’t mean you know how to build a website. The job of planning, launching, and managing a site often falls to people who have little or no experience in web design or development. Website Owner’s Manual is a book for the thousands of marketers, IT managers, project leaders, and business owners who need to put a website in place and keep it running with a minimum of trouble.

Website Owner’s Manual helps you form a vision for your site, guides you through the process of selecting a web design agency, and gives you enough background information to make intelligent decisions throughout the development process. This book provides a jargon-free overview of web design, including accessibility, usability, online marketing, and web development techniques. You’ll gain a practical understanding of the technologies, processes, and ideas that drive a successful website.

So, basically it is a book aimed at website owners rather than web designers. That said, I think there is a lot of useful content in for web designers as well.

Content includes…

  • Secrets to a successful website
  • Defining roles and evaluating objectives
  • Planning and measuring your success
  • Page design and branding
  • Layout challenges
  • Creating killer content
  • User testing
  • Content management systems
  • Web design best practices
  • Domains and hosting
  • Website promotion explained
  • Techniques for engaging visitors

All useful stuff, whatever your job title. What is more it shows web designers how to better communicate with clients. In particular it helps define the role of the client. I can imagine this is a book many web designers will end up buying for their more ‘challenging’ clients.

The news: Get early access to chapters

Of course most of this you already knew. The interesting part is that you can now read and contribute to the first 5 chapters of the book.

The thing I love about Manning (my publisher) is that they run something called MEAP (Manning Early Access Program). The aim of this program is to engage the reader in the process of writing the book. Think of it as user generated writing.

For between $23 – $40 you can join the program and gain access to all of the chapters as they are written. You will also get the final book when it is released.

Each chapter is released in a very rough and ready form including all my horrible, badly drawn, sketches. You can read each chapter and make suggestions, corrections and comments via the books own private forum. I will be checking it regularly and working with you to improve the book.

What a bloody brilliant idea!

So if you fancy getting involved go to the Manning website (yes it is horribly designed!).

There is even chapter one waiting for you free of charge.

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.

115. sxsw

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

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

News and events

Microsoft launches beta of Internet Explorer 8

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

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

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

Designers agnst

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

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

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

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

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

Usability challenges associated with web applications

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

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

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

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

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

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Feature: Lessons learnt SXSW

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

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Interview: Garrett Dimon on form design

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

Garrett: Pretty good.

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

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

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

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

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

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

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

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

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

Garrett: Yeah, comment forms and…

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

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

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

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

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

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

Paul: How bizarre.

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

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

Garrett: Yeah absolutely.

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

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

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

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

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

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

Paul: So where can people find out about him?

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

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

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

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

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

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

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

Paul: (lauging) So many out there.

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

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

Garrett: Yeah likewise.

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

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

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

Garrett: Yup, exactly.

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

Garrett: Sounds good.

Thanks to Lee Theobald for doing the transcription

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Listeners feedback:

Finding usability test subjects

Our audio question comes from Clare who asks…

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

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

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

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

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

Accessible tables

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

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

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

Day AM PM
Monday Meeting Travelling
Tuesday Free time Meeting

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

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

However, if marked up correctly it suddenly makes sense…

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

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

What goes into a user testing script

I have talked before about the benefits of user testing. I have discussed how to user test on a budget. Now, I want to look at some basics that go into every usability test script.

What should go in a usability test script? That largely depends on what you are testing. If you are testing design concepts then your testing will be limited to questions about the navigation and communication of core messages. You could carry out some flash testing but your options are fairly limited.

However, if you are testing a wireframe or version of your site then more options are available. In such cases, the testing is about completion of tasks. For example, could the user find the price of a particular product, or the contact details for a key member of staff.

The choice of tasks to test should be based on key activities that your personas wish to complete. Let me give you an example. Let us say we have a persona called Jane who was considering attending a health spa. The first two pieces of information Jane wants about the spa is price and availability. It is therefore logical that any testing for the spa should include tasks to find this information.

Although what is tested will vary, there is some information that should always be included. Below are highlights from a fictional transcript demonstrating what should always be covered.

Hi Jane. My name is Marcus and I am going to be running the session. Joining me is Paul. I have asked him along to take some notes as we talk. I hope that is okay.

By introducing yourself and others in the room you help to put the user at their ease. Offering coffee can help too! Be sure to explain any recording equipment in the room as this can be intimidating.

The idea of this meeting is to see if we can improve a website that is currently under development. You are going to help us test the site. Its important to understand that we are testing the site and not you. So you can relax!

By explaining to the user that you are testing the site and not them, they will behave more naturally.

I should also explain that there are no right or wrong answers so don’t worry about messing up.

We need you to be honest. If you are struggling with something or don’t like the way it works, say so. You aren’t going to offend anybody.

If the user perceives the session as a test (with right and wrong answers) they will tell you what they think is right, rather than what they feel.

Also, many users are worried about offending the facilitator with negative comments. This is why it is important to stress that you want honest answers and no offense will be taken.

The most important thing to remember is that we need you to explain what you are thinking. Try to think out loud and talk about the various options you are considering. Before you click on any link explain what other options you considered and why you picked the one you did.

Getting the user to articulate their thoughts is fundamental to the success of the session. It cannot be stressed enough. Even though you have explained this up front, you will still need to prompt them throughout the session.

Finally, if you have any questions please feel free to ask. I might not be able to answer them straight away because this could prejudice the testing. However, I will answer them at the end.

It is important to explain why you may not answer their questions during the session. If they do ask questions be sure to address them at the end.

Let’s start off with something easy. Can you tell me a bit about yourself? Tell me about your job?

It is always good to begin a session with some simple personal questions such as family status, age and job title. This helps build the users confidence and provides useful background information.

Tell me a bit about your computer experience. How confident do you feel using a PC? Do you use them for work? What about at home?

How much do you use the internet? What kind of sites do you use regularly and find most useful?

Building up an understanding of the users computer and web experience provides context for the session. It also indicates how representative they are of the target audience.

Okay, lets talk about the site. Its a site for a health spa. Before I show you the site I want to ask about your expectations. What do you think a health spa website should look like and what information would it contain?

It is helpful before revealing the site to ask users about their expectations. If the expectations do not meet the reality it can cause confusion. Asking about expectations also provides opportunity to find out more about what users want from the site.

The session would then continue to address issues specific to the stage of development the website was currently at, This part of the test is primarily either “do they understand what they are seeing” questions or task completion.

The profit and loss of usability

We have looked a number of times before at user testing but have never really asked why it is important.

The subject of usability seems to generate a dichotomy between what we think and what do as website managers. On the one hand we know that a focus on usability is good. We need only look at companies such as Apple and its iPod to know that usability can have business benefits.

However, when it comes to putting our principles into practice we often shy away. The realities of a production environment make a focus on usability seem impossible. We either feel that timescales are too tight or budgets will not stretch to the extra expense. For one reason or another user testing gets pushed to the bottom of the agenda. It is as if the perceived losses of testing outweigh the potential profit.

But, are these assumptions true? Is user testing time-consuming and expensive?

The perceived losses of user testing

Even if we are fully committed to user centric design we often need to convince others of its benefits. The perception that user testing is time-consuming and expensive, is wide spread and to some extent with good reason.

Traditionally user testing has been a huge undertaking with many organizations still spend millions. For years it took place in expensive usability labs with two way mirrors, computer suites, and video surveillance. Large numbers of test subjects were required to provide statistically relevant data. Also, the selection of these subjects was time-consuming because each would have to conform to a specific demographic profile. Testing was expensive and took considerable time to setup.

This approach was certainly effective but prevented most companies from running sessions. Although a usability consultant, testing in a lab, with demographically selected subjects is nice, it is beyond the budgets and time frames of most organizations.

However, user testing does not need to be like that. In-fact, it can be lightweight and inexpensive. Best of all it is something you can do yourself. It may not be quite as effective, but it is certainly a lot better than no testing at all.

However, even the most lightweight approach to user testing will require some additional time and budget. Do then the benefits outweigh this cost?

The real profit of user testing

The benefits provided by user testing cannot be understated. Even the most lightweight of approaches can have a profound affect on your web presence.

The benefits of user testing include:

  • Fast issue detection
  • Increased user satisfaction
  • Reduced support costs
  • Increased efficiency

Let us address each of these in turn.

Fast issue detection

If user testing is properly implemented throughout the life cycle of your web project then the chances are you will identify potential problems faster. Regular testing will certainly find usability issues but could also pick up on technical bugs too.

If you can identify these kinds of problems early, they are much easier to fix. The further into the project the more expensive and time-consuming changes will become as more code has to be rewritten.

Increased user satisfaction

It will come as no surprise that an easy to use site increases user satisfaction. However, it is worth pausing for a moment to consider just how important that is.

Users who become frustrated with your site do not simply leave; they never return. That user is probably lost for good no matter how much you improve in site in future. What is more they are unlikely to recommend it and could even actively criticize it.

In the competitive world of the web, repeat visitors and customer recommendations are crucial to success.

Reduced support costs

Perhaps you are in the fortunate position of facing little competition, or your users have no choice but to use your site. Even if that is the case you still cannot afford to ignore usability.

If site visitors finds your site hard to use and yet cannot just walk away they are left with one option; to ask for help. Sites with poor usability will attract large numbers of support calls and complaints.

Usually, it is far more economical to user test than to continually answer the same questions in support calls.

Increased efficiency

Finally, an easy to use site can provide real monetary benefits through efficiency.

This is most easily seen if your own staff use your site. An easy to use web application allows users to complete tasks quicker and as we all know “time is money.”

To a lesser extent, this principle also applies to others using your site. If they can complete tasks quicker then they are more likely to turn to you as an efficient source. They will see a timesaving that will encourage them back.

There is no doubt that user testing can provide a real return on investment. However, these can only be realized if the cost of running test sessions can be kept to a minimum.

107. Running to keep up

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

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

News and events

Setting expectations

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

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

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

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

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

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

Great websites do, not say

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

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

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

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

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

CSS: The All-Expandable Box

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

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

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

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

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Feature: Where to focus in 08

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

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Expert interview: Jason Beaird on design basics

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

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

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

Jason Beaird: That’s correct.

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

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

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

Jason Beaird: So everybody laughs along.

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

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

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

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

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

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

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

Jason Beaird: Yep.

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

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

Paul Boag: Yeah.

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

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

Jason Beaird: That’s true.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Paul Boag: Right.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Paul Boag: Obviously.

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

Paul Boag: Oh cool.

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

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

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

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

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

Paul Boag: Thanks very much.

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Listeners email:

A excellent wire-framing tool

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

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

Keep up the good work.

Building an online portfolio

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

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

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

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

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

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

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

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

105. Christmas Cheer

On this week’s show: Paul suggests some gifts to buy the geek in your life. Marcus talks about wireframes and Matthew Paterson talks about the Email Standards Project.

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Clear:left winner

Congratulations to Ryan Downie who is the lucky winner of the Clear:Left training competition. Ryan will have his pick of either a place on the CSS Mastery.

If you didn’t win do not despair. There are places still available on both courses for a mere £345 + VAT. I have attended Jeremy Keith’s course on AJAX and have to say it was superb. I am sure the CSS course is just as good. Go to the clear:left website for more details.

News and events

Opera goes on the offensive against Microsoft

Without a doubt the biggest story of the week and in many ways the year is the fact that Opera is filing an antitrust suit against Microsoft. This story is huge, not because one browser manufacturer is litigating against another (something that is a common occurrence) but because of the strange ripple effect this seems to be causing in the web design community.

However, before we get into the ripples lets look at the antitrust suit itself. Operas beef seems to focus on two areas. First, they object to Internet Explorer being bundled with Windows (surprise, surprise). Second, they are complaining about Microsoft’s lack of commitments to web standards.

Call me an old cynic but this whole thing stinks of a massive PR exercise. This is especially true when it comes to the complaints about standards. As Eric Meyer points out, the timing of this claim seems odd to say the last. If the suit had been filed before the release of IE7 it would make some kind of sense. It was certainly true that standards support in IE was very poor. However, IE7 is a huge step forward and Microsoft seem to be active in its development of IE8.

To me this just looks like an exercise in pandering to the gripes of the web design community. It was as if Opera knew it wouldn’t get a lot of support for the whole “unbundle IE” argument and so threw in the standards issue to drum up some support.

However, as I have already said, the Opera antitrust suit is not the most interesting part of this story. The real clincher is the spin off discussion that has emerged sparked primarily by a very provocative post by Andy Clarke. He argues that this suit makes the position of the W3C CSS working group untenable. Andy asks how Microsoft and Opera can work together to create the next generation of CSS when they are in legal action over exactly that issue. This has led to a much wider discussion about how the W3C works and highlighted a divide between how browser manufacturers and designers see the world. Without a doubt there is huge frustration at the glacier speed at which the W3C moves. This is largely due to the challenges faced by browser manufacturers in implementing the specifications.

But the story does not end there. This frustration with slow progress seems to extend beyond even the W3C to also encompass the Web Standards Project which was setup precisely to push for better standards support. Some very prominent figures are even questioning its role.

If we as web designers want to pressure browser makers to provide better standards support then we need to invest in organisations like WaSP. They need to have the kind of funding that political lobby groups have. This will enable them to employ full time staff to constantly lobby and educate browser providers on what web designers need. In my opinion we as web designers need to put our money where our mouth is and start giving financing to organisations like WaSP so they can be more effective.

Boagworld christmas appeal

Talking about putting your money where your mouth is, I would like to thank everybody who has been kind enough to give to our Christmas Appeal. We have been raising money to support an orphanage and school in an extremely poor part of India. The idea is that you pay for anything of value you have received from Boagworld. Ask yourself how much have we taught you on the show? How much have we entertained you? Then decide how much you would pay for that and give that money.

So far we have received £465 and we are still collecting. Even if you hear this show after Christmas we are still collecting! To donate something or for more information go to christmas.boagworld.com.

The best CSS designs of 2007

Not only is Christmas almost upon us, the year is about to draw to a close. This makes it the time of year when bloggers look back at the year just gone and compile “the best of 2007″ lists. Normally I am lukewarm about such things however there is a great list over at web designer wall. They have compiled the best of CSS design in 2007. If you are in need of inspiration this is definitely worth a look. There is some truly stunning stuff here.

Talking of rating design you might also want to check out commandshift3.com which is basically hot or not for web design. When you visit the homepage you are shown two designs and you click on the design you prefer. Not only does it allow you to vote for designs it also lets you look at the best and worst based on votes received. This makes it a great site for inspiration and for learning what not to do!

Marcus’ bit: Quick and Dirty Wireframes

So a couple of week’s ago I wrote a post on the use of wireframes in web design. Marcus couldn’t come up with a decent topic to talk about himself this week so has decided to reuse my post and pass it off as his own! ;)

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Paul’s corner: Geek Gifts for Christmas

For my segment of the show this week I decided it might be fun to look at Christmas presents. Specifically what you should buy for the geek in your life. In order to avoid it sounding like a wish list for myself the items I have picked are items that I own myself and can personally recommend.

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Ask the expert: Introduction to the Email Standards Project

Hello world of Boag, I’m here today just to give you a really quick introduction to the Email Standards Project, a new community effort that has launched recently.

If you’re a web designer, and you’ve ever created HTML emails, you will know that getting them to look reasonably consistent across the major email clients is hair-pullingly frustrating.

At least with websites, there are only a few major browsers you have to worry about, and thanks to the Web Standards Project they are much improved from the days of the browser wars. With email you have at least 12 email clients with big shares of the audience.

Unfortunately, HTML email is still stuck back in 1998 with that Celine Dion song from ‘Titanic’ – nobody wants to be there. Over the last 10 years, web designers, and particularly web standardsy type designer, have generally taken a ‘Just Say No’ approach to HTML email. ‘Don’t send it, don’t read it, pretend it never happened’.

That approach has not been a spectacular success – millions of people still sent HTML emails, but because the designers wouldn’t touch them they were hideously ugly and just made designers hate them even more.

HTML email is here to stay. It is the default format in many clients, and sometimes it really does give a better experience for the reader than plain text. The Threadless newsletter is a great example – the send every week an email with pictures of the latest shirts. Trying to describe the shirts in text is nowhere near as useful. A picture is worth at least 1,000 words!

So here we are in 2007, and in order to get reasonable rendering, designers are having to dust off their table coding skills to get things working in Outlook, Lotus Notes, Gmail, Yahoo, Thunderbird…it goes on.

At Freshview we deal with designers every day through Campaign Monitor and MailBuild who are struggling with this problem, and we finally decided to do something about it. That is where the Email Standards Project came from.

Together with a few other people we’ve put a site up at http://www.email-standards.org (email hyphen standards dot org), and you will find a link for that in the show notes. The central idea of the Email Standards Project is that we want to work with designers and with email client developers to improve support for web standards in email clients.

It’s not one of those sites that is all talk and no practicality though – jump onto the site and you will see a bunch of tests we have done to work out exactly what does, and what does not work in all the major email clients as far as a core of normal HTML and CSS like padding, margins, floats, lists and so on.

If you’ve seen the Acid test for browsers, over at the Web Standards Project, then this is basically the same idea except for email. We’ve already had some contact with some of the big email client representatives about our results, which is really exciting. Check out the blog for updates in that area.

If you know the pain of designing HTML emails, and you want to support the project, then there is a section on the site that covers that too, and we’ve had a huge number of people offer to help, and some great feedback from people like Jeffrey Zeldman and Cameron Moll.

If you are a website owner, and you want to know why this matters to you, then check out the site for an article on why web standards are important for email, or talk to your web design firm. As is often the case, it comes down to money – better standards support means less time spent getting things to work, and more time on the actual design.

So thanks for giving me the chance to say a few words about the Email Standards Project, and I hope you all do get a chance to checkout the website, email-standards.org.

Happy Christmas!

That about wraps it up for this week’s show. We will be back with a slightly amended format as from Wednesday the 9th January. See you then.

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?

 

Come on you cheap skates!

Okay I have been doing this blog and podcast for over 3 years now. It’s about time I parted you from your cash.

Other than a bit of money from Google Adsense I haven’t made a penny from you. Every week you listen to the podcast and read the blog but what do I get in return… nothing!

Well, okay that isn’t strictly true. I get loads of emails encouraging me and it has to be said the podcast has been good for business, but that is not the point!

This christmas I want something more!

Picture of some of the kids from the Bethesda project

For a while now I have been supporting a charity run by a friend I grew up with. They run a orphanage and school in the heart of rural India (Chinnia Kalvarayan hills,Tamil Nadu). They take in kids that have no family left and teach many others who would normally have little in the way of formal education. They give these kids a chance to change their lives and to become something more. In fact they have been so successful that the children are starting to look at higher education. For example one girl called Rachel is now training to be a doctor in China even though she had never been on a bus let alone flown to another country.

The trouble is sending somebody to study as a doctor in China is expensive and they have more kids that want to do similar things. That is why I am after your money.

But I know you lot. You are hardened cynical geeks. You don’t care about the poor children ;) So ask yourself this: How much is the information on Boagworld worth to you? How much have you learnt or how much has the show entertained you? Surely its worth at least £3. Maybe even more!

Once you have made up your mind give that amount to my Christmas appeal…

Give to the Boagworld Christmas Appeal

Of course, because I only thought up this idea an hour ago I am not very organised. There is no impressive site and no fancy campaign. Just give to my paypal account and Ill pass on the cash. As simple as that. After all, you aren’t impressed by well designed websites… are you?

Why not support the cause on your site?

If you fancy going one step further than giving me all your cash why not support the cause by adding the donation link to your own site. You don’t need to call it the Boagworld Christmas Appeal. Call it whatever you want as long as people give us money!

Show 102: Worktime blues

On this week’s show: Paul looks at why you should have a training budget and how to spend it. Marcus looks at capturing requirements and Roo Reynolds introduces us to the possibilities of virtual worlds and their impact on web design.

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News and events | Marcus Requirements capture | Paul: Spending the training budget | Roo Reynolds on virtual worlds | Question of the week

News and events

10 Absolute “Nos!” for Freelancers

I know that many of the people that listen to the boagworld podcast are freelancers so I keep an eye out for stories that appeal to this group. I was therefore drawn to an article in my news reader entitled 10 Absolute “Nos!” for freelancers. It’s a great article that lists 10 questions asked by clients to which the answer should always be no.

The questions include classics such as “Can you show me a mock-up to help us choose a designer/developer?”, “Can I pay for my e-commerce site from my website sales?” and “Can I just pay the whole amount when it’s done?”. Almost without exception I agreed with every item on this list. The only exception is “Will you register and host my site?” because I think a lot of clients expect this even if it is a pain in the arse. Of course, the fact that I work for an agency rather than as a freelancer could be colouring my view on this one. However, whether you are a freelancer, an agency employee or just an enthusiastic amateur this is all good advice.

Making the most of working with designers

Adaptive Path are an agency I really admire. Not only do they produce some cutting edge work they are also some of the foremost thinkers in the world of web design. I was therefore understandably interested when one of their clients recently asked them how to make the most of working with a design agency.

The resulting blog post called “Making the Most of a Design Engagement” is a fascinating collection of tips that is definitely worth a read.

The subject of how an agency and client engage is something that I have posted on a number of times [1], [2], [3]. However, reading the perspective of another agency (especially one so well respected) is very enlightening. What I found most encouraging of all is that they obviously struggle with the same kind of client issues we all do.

Whether you are somebody who commissions web designers or whether you are a designer yourself take the time to read this short post.

How Open ID will change your site

Just before I went away on holiday (did I mention I had been away?) there was a new post on the Think Vitamin website about OpenID. I am a big fan of OpenID and have spoken about it before on the show. However, its a tricky concept to explain. At its heart it allows you to login to all the many services you use on the web from one single site so having to deal with only a single username and password.

I sincerely believe that if you are building a new website that has any form of login then you should consider including an OpenID login. The problem at the moment is that you will have to do this in addition to the normal login process. You might wonder if it is worth the effort.

The article on the Think Vitamin site does an excellent job at explaining just how significant OpenID is going to be (even though it exaggerates it in places). It explains the background, the problem and the possibilities. If you haven’t looked at OpenID yet or are sceptical about its worth then the Think Vitamin is a great place to start.

Good practice when working with Tag Clouds

Tagging is everywhere these days. From Flickr to Delicious every site seems to have tags. Even blogs like this one has tags. Tags are a useful alternative form of navigation that allows users to quickly find related content no matter where it is in the sites hierarchy. There is no doubt they are powerful and incredibly useful especially on larger sites with a lot of content.

The problem is that they are relatively new. We are still working out how to successfully integrate them into our websites and what role they play. Fortunately a recent article entitled “Tag Clouds Gallery: Examples And Good Practices” attempts to establish some best practice for tagging and makes some suggestions about their design and integration.

If you are doing some design work with tags or if you are looking to add tags to your own site then you may want to take a look at this post. My only word of caution is that it only tells half the story. It addresses tag clouds but says little about how tags on individual pages should be displayed.

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Marcus’ bit: Requirements capture

While Paul has been buddying up with Mickey, Donald and Pluto, I have been working with a UK higher education institution at the very early stages of their website redesign project.

One of the things that we have been discussing in detail is the process we will go through to capture requirements and set objectives for the site. I thought I should share them here.

Existing site review

I have looked in the past at carrying out an expert review relating solely on a site’s information architecture. A site review takes on board some aspects of the existing site’s IA but is more general than that.

I tend to look at the following site features very much from a usability point of view:

  • Navigability – can I find things?
  • Consistency of navigation
  • Visual hierarchy – consistency of the design
  • Writing style
  • Processes – search, making a comment, ordering etc
  • Terminology
  • Content – grouping, repetition, wide/narrow mix, internal/external mix etc

The main purposes of the review are:

  • To highlight to all stakeholders what the site issues are
  • To highlight to all stakeholders positive aspects of the existing site
  • To suggest possible solutions to issues
  • To explain the processes involved in achieving goals

Stakeholder interviews

We have found that interviewing key internal staff (i.e. content owners) and sometimes key users, is the most valuable exercise in creating a requirements and objectives document.

Each interview is done on a one-to-one basis to ensure that people say what they really mean! The interviews are semi-structured which means that we will create a script of questions but will happily allow people move off-track.

The interviews aim to gather opinion on the site’s user base, weighting of content, issues and opportunities.

Work together

Though we are usually brought in as experts to consult on this type of process it is imperative that the client is involved at every step of the way. This is because one of the purposes of the exercise is information gathering. For example, creating user personas based just on stakeholders interview input may miss something that discussing/reviewing with the web team would not.

Create the document

What we are trying to do is record all findings in a manner that can be used as a basis for all the work to follow – IA, design, copywriting, build etc. In other words – create a list of requirements for the new site and give them an order of priority.

It needs to get into detail to be useful. A recent review we carried out contained over twenty specific opportunities for the site, which target audience groups each issue related to and how the site could deliver each opportunity.

This was coupled with a detailed list of requirements per audience group – 25 audience groups with over a hundred requirements. The requirements we also graded for importance into ‘must haves’, ‘should haves’ and ‘nice to haves’.

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Paul’s corner: Spending your training budget

I recently received a question from Harry asking “what approach do you take to training?”. He has some budget set aside and is wondering how he should spend it. As I am always keen to spend other people’s money this seemed the perfect subject for me to talk about… read keeping your skills sharp.

Training course give away

While I am on the subject of training, the guys over at Clearleft have two training courses coming up on January the 24th and 25th in Brighton. The first is CSS mastery by Andy Budd and the second is Bulletproof AJAX by Jeremy Keith. If you would like to attend but cannot get your company to produce the £345 + VAT for the early bird fee then I might be able to help. I have one free place to give away to either course (your choice) for a lucky random winner. We will announce the winner on our Christmas special so entries need to be in by Friday 14th of December. Just send me an email with your name and contact details with “clearleft competition” in the subject line.

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Ask the expert: Roo Reynolds on virtual worlds

Paul: Okay, so joining me today is Roo Reynolds who is a meta verse evangelist for IBM, Its nice to have you on the show Roo

Roo: Hi Paul,

Paul: What on earth is a meta verse evangelist?

Roo: That’s a good question, I guess a meta verse evangelist is someone who helps people understand the very exciting and confusing area of virtual worlds.

Paul: Ah, virtual worlds. Now the people listening to this show might be thinking what has that got to do with web design, why have we got someone one on here talking about virtual worlds and I am quite happy to admit that that’s not our normal fair. Its not what we normally cover on the show but I wanted to get Roo on partly because um, well to be frank we grew up together didn’t we pretty much

Roo: we did we were family friends for many, many years

Paul: yeah, which was very bizarre to then discover the he is a kind of world authority on virtual worlds. so that sounds very dramatic doesn’t it

Roo: A thought leader?

Paul: A thought Leader

Roo: I remember inheriting your old star wars toys Paul

Paul: There we go, So I set you of on a good direction in your career by getting you into Sci-fi early. I am now taking all of the credit for all that you have achieved since then.

Roo: Its all thanks to you (giggle)

Paul: yeah (hahahaha) Well um, but I though it was quite interesting. I was doing a presentation where one of the things I wanted to talk about in this discussion was upcoming and emerging technologies and how they would affect things and I wanted to talk about virtual worlds and realised that I knew absolutely nothing about them so I gave Roo a call and we had a chat on the phone. Then I got educated so I figured I ought to pass on that education to everybody that listens to this show so that’s um, a bit of the background. So lets kick of the with the first questions. So what exactly are virtual worlds and why do you think there is so much hype surrounding them at the moment there has been lots of talk about, you know, things like second life and that kind of thing. Perhaps if you could explain them a bit, and explain why there is so much enthusiasm about it at the moment

Roo: yeah I can try. So I guess I can ask you to think about it. as it a good an example anyway, probably the most popular example of a virtual world. At the moment. So these are things which are kind of digital online environments or as some people would describe the as multi-user virtual environments its that kind of online social space. So to the untrained eye they might look a lot like game but there are no game elements inside virtual worlds or rather there are but they exist within the broader world. So something like second life doesn’t really have any point there is no final point no enemies to kill there is no “x” level to achieve its just a world and if you want to inhabit that world and build a shop or you want to habit that and be an explorer and wonder around finding interesting things and talking to people then that cool as well.

Paul: Hmm, I mean the immediate thing which comes out of that is well, you know, what is the point. Why do people take part in virtual worlds and what kind of ways are people using them

Roo: Yeah, there are a lot of different answers to that, almost as many answers as there are different people really so as in the real world there is not point. people make up their own point they decide that the are going to make a lot of money or they are going to be an artist and be well known or open a sex shop or whatever it might be and people will have different personal goals which they set themselves. So really any goal is a tangible thing that people will almost determine for themselves

Paul: So I guess in many ways its like the web itself it’s a tool and how chose to use that tool is largely up to you

Roo: Yeah exactly. And within that you will get lots of different things, I mentioned some, you will also get games within that so people play chess inside virtual worlds and people do all kinds of crazy things. Yeah I guess the answer to your question is really why is there so much hype about them, its because over the last 12 months or 16 months or so the press has been covering this is quite a bit way. That turned it into a kind of hype feeding frenzy. Garner had a very famous prediction about how 80% of active internet users by 2011 I think it was will be using virtual worlds and will have an avatar. Not necessarily in second life but in a virtual world. And all of this make people realise that this might just be the next “big thing” its gone from being the kind of space where people will, I don’t mean this in any derogatory way, everyday people will would hang out in to becoming a space that a lot of big companies and small companies and advertising and marketing firms are really getting interested in. You know we have all seen “the web” in that ,very early in my career, was the web being picked up by corporation and some people almost missed the boat and had to catch up later on

Paul: So Why do you think this is going to be the next big thing? Why do you think a virtual worlds are going to be you know, you talked about how some companies had to play catch up on the internet you almost imply that this I going to be as big as the internet is. Did I miss interpret that or do you really think its going to be incredibly significant and if so why?

Roo: Well, I think it is always going to be a subset of the internet, you know, this is just another communications media and its probably will remain a subset of the web. There will always be a place for flat 2D content, But once you start getting into 3D social stuff and giving people a real time opportunity to relate to each other and see each other and this sense of presence where you can see what the other is paying attention to. For me joining a circle for the first time, a circle of people talking and I walked up to it, and you know people took a step back to invite me into that circle. That was a really compelling moment to me. It was also a real eye opener that the “real world etiquette” that we see in society all the time actually was playing out for real in this virtual space as well. In terms of why it might be the next big thing a lot of different elements are coming together at the same time here, we finally have, almost complete availability of broadband, certainly in this country and in the west. We have got fairly powerful machines now that have 3D graphics accelerators and sound cards, this is something which is now also happening in corporate environments as well as at home. There is kind of a point in time where the… someone might describe it as a tipping point where there is this lot of interest and we have seen this massive press interest, but also big companies getting involved, you know when you see Sony with their playstation home project which is going to be like a lobbying environment for the playstation 3 its been delayed a little bit, but that is really the kind of mass Market application for virtual worlds and it is things like that which really opened my eyes to where this might take is. This is not going to be a niche thing with a few geeks hanging around and some would argue that it has never been that. Really virtual worlds have been attractive to creative people and to the people who feel like they want to kind of express themselves and share things, Its not full of 16 year old boy with glasses sitting in their bedrooms and really there is a difference between games, traditional online games and Massively multiplayer online role-playing games And a space like virtual worlds that allows them to be attractive to the mass market . So yeah I wouldn’t say it is going to replace the web or even be the largest portion of the internet. But there is certainly a growing space for these virtual worlds

Paul: so what, I mean, I can understand how some people are maybe making money out of being involved in virtual worlds where, I don’t know, where they are creating things which they are selling inside that virtual world, but what about other companies, how are larger organisations using it. For example, how do IBM use it?

Roo: well, we are maybe quite weird in because we do an awful lot in virtual worlds. We do everything from recruitment too employee discussions and meetings. although of course we cannot use a virtual world for confidential discussion, we certainly have the types of meetings we would have in public spaces, like conferences, we also have virtual facets to real world conferences like forties a really big conference we run, and we had that for the first time happening in second life running in parallel to the real world event so people who could not make it to the real world event could at least attend. They could see and hear some of the presentations and they could mingle and network. So like I said we are a bit weird in that in that we do so much, that’s partly because we are such a big company. Now a lot of other people would look at it and say they have a very particular need or desire, something they want to get out of it and for some people historically it has been marketing, or advertising, it has been to reach a wider audience or to reach them in a different way. Which is more playful and allows them to be really participants rather than just eye balls

Paul: yeah, I mean one thing you said was earlier was that you referred to virtual worlds as a subset of the internet and the web. Its another that that going on online. One of the things which strikes me is that if you do something, in something like second life, say if you run a conference that conference is kind of just fenced into the second life world so its not going to get picked up by search engines, its not going to be very accessible and things like that do you think that there are going to be changes in that, do you think there will be more crossover between virtual and maybe the more traditional web

Roo: yeah absolutely this is one of the areas that really excites me at the moment, this whole area of interoperability and that needs to be not just between different virtual worlds but also between the web and virtual worlds so this idea of the virtual universe sort of thing as a virtual world or virtual worlds is something that IBM even throws this term 3D internet around quite a lot. In a kind of evolutionary next step when you look at virtual worlds today they tend to be proprietary walled gardens and actually a lot of people would compare them to AOL in the mid nineties but actully when you start thinking about how they may interconnect, and that inset just moving your avatar from world of war craft to second or habbo or whatever its actually much more interesting than that. Its things like bringing you wallet with you your friends list with you being able to blur the lines between virtual worlds and bring content in from the web and share content back out to the web, these things are beginning to be possible and in some ways one of the reason I think second life is so successful because it does have the ability to make request to web content and bring that in so you have dynamic stuff going on. But that is still very early days and I think that we will probably see a massive focus and in fact the big conference in san hosa very recently where this came out in a very big way but a lot of companies will be wanting to get together and its very, you know the will is definitely there to have a real focus in the next few month on interactivity

Paul: I mean so, I am kind of very aware this for many of the people listening to this show that are kind of a mixture of designers, developers, you know, people that are running websites that a lot of this is very theoretical and it is not something they would be directly involved in at the moment. I mean do you think there is anything that they should be doing, that they should be aware of when it comes to virtual worlds. Is this an area you think they should be keeping an eye on or doing anything actively.

Roo: Yeah, I guess most people I talk to even if they are not going to rush out tomorrow and buy some space in some virtual world and um, you know its not for everyone. But most people who I talk to at least want to stay informed once they have got that hook in their head that this is, you know, I obviously find it very interesting but people tend to come away with the a sensation that this might go somewhere and there is enough evidence already today that its fairly compelling, if you look at it on the “garnet height curve” this idea that things go though a life cycle of interest it haven’t yet peaked the top of that and it is now falling back down into this trough of disillusionment in the long run what might happen it might reach the stable plateau where it will actually become a really useful space that interesting work will happen and kind of follow the same progression as so many technologies before it. Most people come away with the feeling that they want to keep an eye on it. Now I guess if I am going to step back a little bit and look more broadly at what is going on, on the web then for web designers and for almost all of them, this is very big on their radar the whole area of social online collaboration and this whole “web 2.0″ umbrella which you started talking about a year ago if not longer and has been you know really quite large for me, that fits very neatly into this same space. What you are talking about are people sharing content and whether that is a a chat or something they have built themselves you know, you look at a world like second life and most of it is not built but the company that runs it. As with youtube and del.icio.us and as with flickr and so many other popular services and site these days, it is built by its users. So maybe it is something people need to be aware of maybe its something which will gradually fit into a growing mentally of this is how the web works. Yes it happens to be 3D at the moment on the popular ones and yes they are not all currently delivered through websites, mind there are plenty that are, and there probably will be an increasing number that are delivered though the browser. So yeah, if people find this stuff interesting then they should keep an eye on it, maybe read a bit more about it.

Paul: Where is a good place for them to go then to wrap up, as far as if they want to find out more information or want to read up about the potential of it, where would you recommend they start by looking?

Roo: well there are a lot o very good blogs out there, if they have a very academic mind then they and want to read some really good writing on the subject then the best one I can think of is http://terranova.blogs.com/ , its one that I have guest authored for, but not the one I regularly write for, the one I regularly write for is http://eightbar.co.uk/about/roo, which has got a growing profile in the space of virtual worlds, That is written by a bunch of IBMers writing about what they find interesting. I have a personal blog a personal blog at http://rooreynolds.com if anyone wants to follow that although, please don’t all come at once

Paul: (Laughs) its really not that popular out podcast that it would…

Roo: no you are paul, you wouldn’t know how popular you are, but you are.

Paul: That’s okay, Thank you very much for you time , I think it is interesting we spend so much time on it with the immediate here and now problems, but every now and again it is nice to poke out heads above the parapet and see what is going on a bit further afield; so thank you very much for time coming and being on the show

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Question of the week

Do you think virtual worlds are going to be a mainstream method of online communication or are they a novelty doomed to failure? Answers in the comments.

Intranet delusions

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

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

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

A money pit

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

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

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

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

Accessibility free

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

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

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

Browser specific

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

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

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

Employee motivation

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

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

An intranet will only succeed if it:

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

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

Unregulated content

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

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

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

Conclusion

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

Ongoing role of a website manager

Although there is a general acceptance that a website manager is required to “make the site happen” (as in go live) there is little or no conception in many cases that there is an ongoing role there.

Many organizations and individuals simply underestimate the enormity of the job faced by website managers/owners, failing to grasp that it is an ongoing commitment. It is our job as web designers to make clients aware that running a website requires somebody to be responsible for it over the long term. Every website requires a website manager.

This lack of understand about the role of website manager probably explains why it is often a fairly unrecognized position despite the fact that the website itself is considered an important asset. Although there is a general acceptance that a website manager is required to “make the site happen” (as in go live) there is little or no conception in many cases that there is an ongoing role there.

It is almost as if there is a “build it and it will run” mentality, where the organization fails to grasp that a website manager is needed throughout the entire lifecycle of a website to ensure that it evolves and remains successful.

A good website manager need to be constantly fulfilling three roles…

  • Evaluating site objectives
  • Refining the site
  • Promoting the site

Evaluating site objectives

A website manager should be constantly evaluating the objectives of his website and asking if changes need to be made to its overall vision and direction. This kind of assessment does not need to occur on a daily basis but should be done at least every six months (more often if things in your organization move quickly).

These reviews should consider questions such as:

  • Have the underlying objectives of the website changed?
  • How is the site performing against its success criteria and do those criteria need to change?
  • What is the competition doing and how are we performing against them?
  • How has the target audience changed and what response are we getting from them in regards to the site?

Refining the site

On a more practical level the website manager should also be refining the site in response to changes in these objectives. If the success criteria for the site are not being met, then steps need to be taken to address the problem. Equally, if the competition is luring away your visitors then the site needs to be altered to encourage them back.

This continual “tweaking” of the site can manifest itself in three different ways:

  • Changes to the front end interface of the website
  • The addition, deletion and editing of written content
  • The introduction of new functionality

For example a luxury holiday booking service might respond to increased competition in the sector by adding a flight price comparison tool to the site (new functionality). A tool like that is very appealing to some users and will draw them away from the competition. Equally, they might look at adding regular reviews of existing destinations (new content) to encourage users to keep coming back. Finally, they might refine the design based on user feedback to make it easier to navigate and improve legibility (changes to design).

Responding to user feedback is often the best way of refining the website, which is why ongoing usability testing, polling and analysis of site stats is so important.

Site promotion

Although it is possible to get online marketing specialists to help with the promotion of a website I have seen some organizations fail to allocate budget to this task. As a result it often falls to the website manager to pick up the promotion of a site.

Site promotion needs a definite ongoing commitment. The number of visitors coming to your website will slowly decline if you do not actively promote it.

You can promote a website in a number of different ways.

  • Offline promotion – Offline promotion includes letterheads, business cards, signage, phone systems and other marketing collateral.
  • Email marketing – Email can be a powerful marketing tool to drive new traffic but also a good way of encouraging existing users to return to your website.
  • Search mechanisms – Search mechanisms are more than good placement on Google. It also includes pay per click campaigns and social networking tools.
  • Guerilla marketing – Guerilla marketing is a catchall term for lost cost marketing methods. It includes techniques like forum speeding, viral marketing, blogging and even podcasting.

Site promotion requires more than mere lip service. It needs dedicated resources (either internally or externally) on an ongoing basis. It is important to decide early in the process who is going to be responsible for this work.

Combating design by committee

Design by committee has been the nail in the coffin of many good design concepts. So how can you minimize the damage done when a client decides to approve a design through a committee structure?

The problem is that it involves compromise. Everybody has a slightly different opinion and so the design is tweaked and tweaked in order to ensure everybody’s concerns are addressed. The result is inevitably a design that offends nobody but also fails to excite anybody. In short it creates unobtrusive design.

Unobtrusive design does have its place. A mediocre design can still be very usable and can meet many of the needs of your target audience. However, it is never going to excite or inspire them. It will never create brand loyalty or generate a feeling of satisfaction with the site.

The best approach is to limit the number of people making design decisions. Ideally this should be just the designer and the website manager. However, realistically this cannot always be the case. In the real world of internal politics there is often a requirement to consult and let everybody have their say. There is however a difference between consultation and design by committee.

The key to successfully avoiding design by committee is getting all parties to agree to a process before design even begins. In my experience the following order of events works very successfully.

  • The designer produces initial design concepts
  • Working with personas and business objectives the designer and website manager refines these concepts
  • The website manager and if possible designer, meets with each stakeholder individually to talk through the designs.
  • The website manager and designer collate feedback and make any amendments they feel necessary
  • The design is presented to real users and feedback is taken
  • The design is revised into its final iteration
  • The final design is presented to all stakeholders supported by feedback from the user testing and stakeholder interviews
  • Design is signed off.

The crucial step is the individual meetings with stakeholders. By meeting with them individually you prevent “design on the fly”. This is when a group of people starts making changes to a design in an attempt to reach a consensus. Without a doubt this is design by committee at its worst. By meeting with people one on one you can simply listen to their opinion and then collate all the suggestions together later. No design decisions will be made in the room.

It is also important in these meetings not to simply show them the design and ask what they think. Provide them with the background information they require to give educated feedback. In particular talk them through the user personas and objectives for the project. When you do show them the designs, do not ask them their personal opinion but rather ask them how they believe the target audience would react to the design. The aim is to encourage them to think beyond their personal preferences and focus on business and user requirements.

By adopting this process by the time those involved in design sign off see the final version they are already on board. They have contributed to the process, been given all the background information, seen the design testing and been educated to think from the users perspective. You will have done everything possible to ensure that the design is not produced by committee.

Who do you ask to tender for your web project?

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

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

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

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

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

Assessing an agencies website

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

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

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

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

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

Show 93: dconstructed

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

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

News and events

iPod Touch

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

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

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

Free photo manipulation tools

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

dconstruct feedback

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

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

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

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

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

170+ Expert Ideas From World’s Leading Developers

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

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

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Marcus’ bit: Why cold calling never works

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

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

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

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

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

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

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

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

You may not be talking to the right person

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

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

Making yourself known

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

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

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

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

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

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Paul’s corner: Making the most of the footer

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

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

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

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Gary Marshall on writing better content

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

Gary Marshall:
Hi Paul, how are you doing?

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

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

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

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

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

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

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

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

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

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

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

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

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

Gary Marshall:
Yes

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

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

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

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

Paul Boag:
Ok that’s interesting.

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

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

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

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

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

Paul Boag:
Yeah.

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

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

Gary Marshall:
Yeah I would agree with that.

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

Gary Marshall:
No doubt!

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