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.

117. Friendly

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

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Information

Fuel Conference

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

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News and events

The devil is in the detail

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

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

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

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

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

Review crazy

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

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

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

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

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

A balanced look at flash

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

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

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Feature: Friendly web addresses

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

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Review: woopra

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

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Listeners feedback:

Creating consistant colors

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

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

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

Do you have any suggestions regarding this issue?"

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

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

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

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

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

Setting up an ecommerce site

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

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

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

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

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

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

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

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

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116. Back

Returning with a new site. Jeff Croft talks about his view on web standards and we discover why the personal website is dead.

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News and events

Creating grid layouts

Last month I attended the Future of Web Design conference. The speakers were exceptional, however my favorite was a presentation by Jon Hicks on his web development process. The guys at Carsonified are slowly releasing the videos so it wonʼt be long before you get to watch it yourself.

I find it interesting to see how people work and it is amazing how many new techniques you learn. One thing Jon shared was a Javascript library called GridLayouts that overlays a grid systems on top of your pages. This is useful when creating layouts directly in CSS because you can align elements to the grid.

I have since discovered there is a firefox extension called GridFox that does the same thing.

Flash goes open source

Of course, you might be wasting your time designing with CSS. According to Aral Balkan flash is soon going to be everywhere and is the platform we should now be developing on.

The reason for Aralʼs excitement is an announcement by Adobe that Flash is going open source. Not only will the swf format be open source, they are also relaxing the licensing on the flash player.

All of this is good for the flash platform. Although it is never going to replace HTML, it does undermine one of the main arguments used by its detractors.

Accessibility and AJAX

While Flash gets a shot in the arm its main competitor AJAX is under attack. Brothercake has written a passionate article for Operaʼs development site pleading with us to stop using AJAX.

His argument is that AJAX is immature and unnecessary in the majority of cases. He believes that the accessibility cost of using AJAX outweighs it benefits (many of which are oversold).

I cannot say I agree with everything he has written, but the article does make you pause and consider whether your implementation of AJAX has been entirely necessary. Coming within days of the WCAG 2.0 candidate release, I think this article puts accessibility firmly back on the agenda. It will be interesting to see what affect WCAG 2.0. has on the growth of AJAX and web 2.0.

Developing effective forum leadership

Our final news story is anything but web 2.0. because it focuses on the oldest of community tools, the forum. It is an article by Patrick O’Keefe entitled Develop Effective Forum Leadership.

The article is aimed at those website owners who run larger communities and need to provide guidance to their community leaders. I have worked with so many large organisations who have tried and failed to effectively run communities. Their failure is often down to bad decisions concerning moderation and management.

This article helps to address those issues providing solid advice. If you are a community manager or have clients who run (or want to run) a forum then this is a must read.

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Feature: The personal website is dead

This week Zeldman mourned the decline of the personal site. Several responded rebutting the claim. In this weeks feature I explain why I agree with Zeldman but just don’t care.

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Interview: Jeff Croft Talks About His View On Web Standards

Paul: OK. Joining me today is Jeff Croft, who no doubt you have heard of. Good to have you on the show Jeff

Jeff: Great to be here Paul, thanks for having me.

Paul: So you work for Blue Flavour, and I have to confess the reason why I wanted you on the show is because you do tend to court a little bit of controversy, shall we say, is that a fair comment?

Jeff: I suppose that’s a fair comment. I don’t necessarily do it on purpose, but it does seem to keep happening!

Paul: Well you say you don’t do it on purpose, but I’ve looked through your blog, and you have some excellent articles on there that are really good and really quite excited me. Not necessarily because I agreed with every word

Jeff: Sure

Paul: But what I like about what you do, Jeff, is that you challenge kind of the standards, you know, you challenge the standard thinking and you kind of come at things from a different angle. So…

Jeff: Right

Paul: As a result of this, you seem to have antagonised a few people, especially in the standards community. Why is that? What have you done and why…why do people find you so annoying, Jeff?

Jeff: Well I was going to ask you that same thing Paul!

Paul: Ha ha ha

Jeff: No, seriously, it’s a good question. Like I said, I won’t ever set out to antagonise anyone. I think sometimes, you know, people take opposing viewpoints on these industry matters, a little personally, that’s, you know, my opinion. I know I write in kind of a pointed way that sometimes is blunt and I tend to be the type of person who doesn’t always have a filter when maybe I should. But, you know, I love everyone in this community, everyone I’ve ever met in this community’s been awesome so I’m not…it certainly isn’t ever personal, but I think, dealing specifically with web standards, it sort of feels a lot like religion to me. Like I sort of see myself as a Protestant of sorts, like I…you know I came up as a firm believer in the dogma of web standards, but more recently I’ve sort of split off from the Church on a few key points, but in the end, I mean Catholics and Protestants are both Christians, right? And we read the same Bible which is, I suppose, designing with web standards, and so you know, just there’s….I usually sort people there’s probably 5% of stuff that I differ on than kind of the purist viewpoints. So I’d see it as a purist versus pragmatist sort of thing
and I like to write about it and I like to write in a kind of a blunt way that I guess sometimes rubs people the wrong way.

Paul: So you’d like to call yourself a pragmatist. Tell us a little bit about where you, you know, what areas you think that other people are being too purist over when it comes to web standards. What are the areas that get under your skin?

Jeff: Well the main thing is just that I don’t really consider…I never think of web standards as the end goal. I think of web standards as a means to the end, and so, you know, when I’m building a website my priorities are, you know, to serve the needs of the client and to create a great user experience, more than my priorities are to validate or to, you know, use all the right ….most semantic elements all the time. I mean I do try to do that, but it’s…those are just in support of the greater goals that I have and I think…sometimes I feel like peoples’ priorities get a little out of whack there, and that’s kind of the purist mentality that I’m talking about.

Paul: I mean the trouble is with writing posts like this, and this is something I get accused of as well, that when you say something like, well web standards, you know, are not the goal, they’re merely a means to an end and all the rest of it

Jeff: Right

Paul: Aren’t you actually encouraging lazy coding?

Jeff: Well I don’t think so. I can see how it seems that way. I mean I definitely do believe that everyone should be writing valid markup and CSS and I just encourage people to remember that web standards are simply tools to advocate, you know, to help achieve the end goal, and you know, if you’re…I don’t know, I guess it’s kind of hard to explain, but if, like…let me use an example. If you’re building a house, I don’t think anybody would have their goal be…I need to use a hammer, and nails and bolts when I’m building this house. I don’t think that would be anybody’s end goal. Their goal would probably be like, I’m going to build a house that is structurally sound and has spaces that serve the needs of the residents and it’s comfortable and it’s aesthetically pleasing. They’d probably have goals like that. And you know, they probably would use a hammer, nails and bolts, but I don’t think they’d probably get so bent out of shape about, well in this house I used, you know, 3½ inch long nails instead of 3 inch nails, but those are the kind of like sort of semantic and pedantic debates that we get into in the industry a lot that irritate me a little bit because I feel like sometimes people just don’t pay attention to, you know, somebody can redesign a site that can be beautiful and amazing, and they make a blog post about it, and they say, you know, this is a new project I’ve done and it’s got all this new innovative stuff and the comments on it are, well you didn’t encode your ampersands and you know, you used too many divs and just to me I’m just like, man you totally missed the point, you totally missed all the great stuff that is there about my site.

Paul: But I mean using your house example that you just gave

Jeff: Right

Paul: I mean, within, you know, construction there are standards. There are, you know, rules that have to be followed and it may be the case that the person that’s getting their house built for them doesn’t…don’t particularly care about those things, you know, they care about the aesthetics, they care about the living space, they care about that kind of stuff, but somebody has to care about, you know, the fact that it’s built to Fire Regulations and things like that. Is that not our job as a Designer to worry about things like that?

Jeff: I think it’s completely our job, I just think that it is our job to …to do those things and to create great user experiences and have beautiful designs and…and it’s mostly just a priorities thing, like it’s just…I think all those things are important. Validating and creating, you know, writing semantic mark-up, all these things are important to me, they’re just… they’re just tools that I use to reach greater goals is all….and I think some people in our industry have turned that around to where they are more interested in writing valid code than they are in creating great experiences.

Paul: Mmm. So do you actually think that there are situations where the, you know, these different objectives come into conflict, because you know, I can’t say that in my experience there have been many situations where you know, I’ve gone, you know, oh I can’t do that because it’ll make the code invalid or whatever, you know, where…or where, you know, I’ve had to over-rule a client because I feel that it would compromise, the, you know, the semantics of the website. They don’t often seem to come into conflict, but I mean do you disagree?

Jeff: No,….no I agree, they’re very rarely in conflict if ever. It’s…you know, it’s more what irritates me and what I have talked about is more it has to do with the discussion and the kind of….community, you know, within the web standards community it’s not something that really affects client work too much or anything like that, it’s just I want to talk about some other stuff; I want to talk about design and I want to talk about users and I want to talk about community and networking and bringing people together and sometimes I feel like those conversations can’t be had because they’re…because as soon as somebody starts to talk about something a little bit more abstract and conceptual, people derail the conversation by saying, again, like your ampersands are unencoded, or you know, why did you use all these divs when you could’ve, you know, been more semantic, or you know, whatever. So….it’s more about the conversation…yes

Paul: I’ve got to say, I can associate with your point of view, I mean at the moment I’m re-building the Headscape website, our corporate website, and you know, although obviously I should primarily be thinking about the client all the time and potential customers that are coming along to the site, after all, that’s the target audience, but you can’t help but almost be a little bit afraid, you know, that …oh is this code of good enough standard, are people going to criticise this, that and the other, and really you shouldn’t have to live your life in fear of what your peers will say.

Jeff: Exactly, that’s exactly wha
t I think.

Paul: But I mean from the point of view of…we were talking about lazy coding weren’t we, and about, you know, does this encourage lazy coding. You guys have taken an interesting position at Blue Flavour, and I have to say this…this is something I think I probably disagree with, which is that you guys use Blueprint, which is the CSS library, actually in a production environment. That’s interesting that you take that point of view. Explain a little bit about how you came to that…that point, you know that position.

Jeff: Well…well first of all I was sort of involved in the creation of Blueprint. It was…I was accidentally involved; I didn’t mean to be, but at my previous job I had…I had created a sort of CSS framework for us to use internally, it was a media company, a newspaper company and we had several different newspaper sites. They were all similar and we had a team of designers and we wanted to just sort of standardise on some….some class names and just some ways of coding things across our sites and across our team, so that you know, we would all kind of be on the same page, and I wrote an article on a A List Apart about that process and somebody found…somebody went and found that code and wrote me an e-mail asking if they could use it, and I said sure, I can’t support it, but if you want to use it, go ahead, and thinking that they were probably going to use it on their personal site or whatever, and it turns out what they’re actually going to do is build Blueprint. So that’s kind of how the whole thing happened and…so that’s how I got involved in it and I gotta say before I go any further that since then, Blueprint is very different from what I wrote and there’s been a lot of changes, and a lot of them are good but a lot of them I don’t like too, so I don’t….at this point in time I’m not as sold on Blueprint as I was three or four months ago just because of some of the changes they’ve made. But I think the reason, I mean the justification to me for using Blueprint or any CSS framework like that is the same justification that you would have for any Open Source project. It’s really good CSS written by smart people that has been tested by the masses, it’s constantly being updated, having bug fixes applied, and you know I believe that most of the time the Open Source community is going to be able to write better code than you or me or any one individual person, so to me that’s the justification, it’s the same reason I would use Apache or Django or Rails or Linux or anything Open Source because it’s just been proven time and time again that….that Open Source methodology works for having good code.

Paul: I mean, I have to say, I had a look at it and played with it for a bit, and I’ve got to say that for some stuff it was very impressive, you know, if you’re putting together wireframes or, you know, doing initial production work then I can see a value in it, but I think what concerned me was some of the limitations surrounded the fact that, you know, it’s designed primarily for a fixed based site, but also…sorry, is that…am I wrong?

Jeff: No, no, you’re absolutely right, although I think adding liquid is on their ‘to do’ list, but yes,

Paul: OK. And then…I mean the other thing was that, you know, I’m trying to avoid using the word ‘semantic’ in order not to get in trouble with you, but I mean the thing that did strike me with it is that there were a lot of class names that you were having to put in, you know, which is fine, you know, I can accept that, you know, it’s not the end of the world if you do that, but you know, if it’s a site that’s going to be around over the long term, I just felt it was a little bit of a second-rate solution for probably the type of clients I do. Now I can understand that if you’re doing, you know, a lower…you know, lower end work, smaller websites, with less of a budget and you need to turn things around quickly then this is better than not using standards at all, but it just felt a little bit of a lightweight solution. Am I being unfair to it?

Jeff: Nope, I don’t think you’re being unfair at all. I think you’re absolutely right and I think, you know, I mean at Blue Flavour, we have used Blueprint before, we don’t use it all the time, and it is…we do tend to use it in those situations where we have a very tight timeframe or a very tight budget, and just need to get things done and get them out the door as quickly as possible. Because like you said, I mean we think it’s a good solution that is better than not using web standards at all, but it’s…it’s never going to be as good as hand-crafting every line of code for, you know, for the particular project. We recognise that, but it’s, you know, sometimes in the real world, when we have deadlines and clients and budgets, sometimes just getting things done on, you know, an efficient way trumps being absolutely perfect every time which is again that pragmatist versus purist sort of view.

Paul: I mean it felt like a bigger compromise, and maybe…I’m using some other, you know, frameworks and libraries, you know, I just jQuery for example in JavaScript, and this felt more of a compromise, more of interfering with the kind of underlying content of the site, and that’s what I was probably slightly uncomfortable with, was the idea that, you know, the content would be in some ways compromised if the site was going to be around a long time, you know, if it was a shorter term project that maybe wasn’t around as long, then the fact that the content is somewhat compromised maybe is not as big a deal.

Jeff: Yeah, well I think, you know, when you were saying that I was thinking, you know, like you use jQuery, so do I. I think there’s a certain…like…those of us who are not great JavaScript people will lean on these frameworks, whereas I bet JavaScript gurus sometimes have the same feelings like about…it being a compromise when using one of those libraries, you know, and there’s probably people in the Ruby community that say, ‘oh, I’m not going to use Rails, it’s a compromise’, because they really know the ins and outs of Ruby or they really know the ins and outs of JavaScript and we really know the ins and outs of HTML CSS so yeah, I wonder if it’s always …these kind of libraries are always going to be a little more popular with people who are…who are like have to use CSS but it’s not really their primary area of expertise.

Paul: So what you’re implying is that I’m a snob?

Jeff: Sort of!

Paul: Ha ha ha…..that’s fair enough, that’s OK. I don’t mind being a snob! So I’ve….so moving on from that then a little bit

Jeff: OK

Paul: Now I’ve read some stuff that you’ve written before critical of validators and you know, some of these automated validators that are out there. Maybe tell us a little bit about why you’re critical of them, why you feel so anti towards them?

Jeff: Well it’s not so much that I’m opposed to the validators, I mean on the contrary actually I use validators almost every single day. What I’m critical of is the way people use them sometimes. I think that, you know, validators are there for…as a tool to help you de-bug during the development process, you know, you have some problem on your page and why isn’t it working? When you validate you find the error and then that helps you move along to solving it. But what irritates me is the use of validators as sort of in unprovoked attacks on other peoples’ code, you know, where again, it’s kind of that same…that same mentality of somebody launches their new site and the first thing somebody does is view source and validate it, so that they can then make a comment that says, you know, this is crap, and that is…that is really irritating. I feel like there’s almost never any reason to validate someone else’s code, I mean unless they’ve asked you to, I can’t understand why….it’s just that mentality of the first thing you do when you get to a site is view source is a little baffling to me, because I’m…I’m more interested in the design and the functionality and what are they doing here that’s new and interesting.

Paul: I guess…but that depends…surely that depends on your priorities, I mean…you know, I find it quite interesting to look at other people’s code and how they’ve built the site. It doesn’t necessarily mean I’m going to validate it.

Jeff: Right, and….no and I mean that’s fine, I do that at times as well and that’s certainly how I learned a lot of what I know, but I don’t do it with the intention of then picking apart every single error they made publicly, which is really the thing that bothers me.

Paul: I have to say the other thing that concerns me a little bit about this is I’m starting to see more clients going and viewing source and validating websites and you know, it’s quite difficult, because I mean obviously like yourselves, we kind of sell ourselves on, you know, being standard based designers and produce good quality code and all the rest of it; it’s part of our sales package. And you know, when a client goes along and validates one of our client sites and it’s invalid, you know, you feel like you have to defend yourself in some way, but, you know, there are good reasons why a site won’t validate sometimes, and…and certainly once a client starts using a content management system you can pretty much kiss goodbye to it can’t you really?

Jeff: In many of them, yeah.

Paul: OK. That’s…it’s interesting to hear a little bit about the way that you operate and the kind of priorities that you have at Blue Flavour. In some of the posts that you’ve put up, I mean you were kind enough to send through a big bunch of your more controversial posts to me which was good. And I was reading through some of them, really enjoying them by the way, but there seemed to be this kind of under-lying current that maybe standards and even the W3C to some extent, a kind of stifling innovation. Where does this kind of feeling come from, you know, is that something you really, really believe and what makes you believe it?

Jeff: I would say again it’s not so much that I think that the W3C themselves or the standards themselves are stifling innovation; it’s the culture of compliance that is around those standards and around the web standards community to where people are so obsessed with being valid and being compliant all the time that they…you know, they tend to…I think it even extends past actually writing mark-up or writing CSS to where people just keep doing things the same way that everybody else is doing them or the way that Jeffrey Zeldman told them is the way to do things, or whatever, and it just kind of….they just keep doing things the same way and not innovating as much as I would like to see. Now I say that, and I…but I know I probably do the same thing myself, like I don’t…I’m not always incredibly innovative either, so…so it’s kind of, you know, it’s a balance there. But I think….I think also, I mean…and this might be a little bit of difference in my viewpoint too, is when I really thing of web standards, the web standards movement, I think about the browsers. I think the…gold web standards movement was to get the browsers all rendering standards correctly and supporting standards, which for the most part has been done, I mean granted there are still little problems here and there, and IE isn’t totally there, but at least we know that they’re on board now. I don’t think of web standards movement so much as being a thing where we’re getting the developers all on board. I mean I guess that’s part of it too, but when I think about the web standards movement when I was, you know, when I was first involved in it four or five years ago or however long it was, to me it was all about the browsers, and so, you know, today I think there’s a sort of chicken and egg problem where…browser makers could be innovating and doing cool new things and the one that consistently has done cool new things is Webkit in Safari, I mean they’re adding the CSS3 properties and they’re adding, you know, they’re coming up with properties of their own and adding them and they’re…and they’re doing it, I mean today we have this name spacing, right, where they can say, you know, it’s going to be hyphen webkit hyphen border radius or whatever, so they can keep it out of the, you know, it’s got its own name spaces, kept out of the global area so it doesn’t conflict with anything else, and I would just like to see a lot more of that kind of innovation from browser makers where they’re trying these new things, they’re throwing them in, they’re letting developers play with them, and like I said, it’s kind of a chicken and egg thing I think where the browser makers would like to do this maybe, but they’re afraid of the backlash from the standards community. If they’re adding new properties that aren’t part of a spec, you know, the standards community is…has proven that it’s going to backlash against them and it’s going to say, ‘why did you add this, this isn’t in the spec’, and so then they don’t do things, but the developers and designers also would like to try new things but…so it’s kind of a chicken and egg thing there a little bit I think. So that’s the…that’s the main …the main plan I have on that, and the, you know, like there are examples, like X….sorry, XML HTTP request or Ajax, you know, was a pr
oprietary IE property that they just put in, and eventually got standardised, and that’s kind of the way that I would like to see it go more is where the browser makers are doing new things and then we’re trying to standardise them, which is the opposite I know if, you know, some really respectable people and friends of mine like Jina Bolton and Andy Clarke which see that it should go the other way, which is that specs are written and then browser makers standardise on them, so…

Paul: Yeah…I must admit, listening to you talk kind of fills me with a certain level of dread, to be honest, when you talk about browser manufacturers. You know, I studied…I studied designing websites back in ’95, and you know, and so I lived through this whole period of time where you have browser manufacturers, you know, introducing all kinds of bizarre tags and it was absolute chaos, you know, and you didn’t know what was happening on what browsers. What’s to stop that happening again, beyond the standards community growling in the corner aggressively?

Jeff: Yeah, well I mean that…I mean I was there for that too. I studied also in ’95 and yeah, it was pure chaos. But I think, you know, I mean first of all I think the standards community has made a lot of inroads to where these, you know, I don’t think it would be complete chaos simply because we understand the value of standards now. And there are some…there are some mechanisms in place like the name spacing I’m talking about, where they can do these things and keep them from conflicting with other…so when …when WebKit decides they’re going to add border radius property, they can do it under dash webkit dash border radius, so that if anybody is actually using the real border radius without a, you know, prefix, you know, there’s no conflict, so I think, you know I just feel like there’s some mechanisms in place that would keep it from being so chaotic and the value of standards we’ve learned through the web standards movement, you know, and the browser makers are now on board with the idea of inter-operability, I think would keep it from being so chaotic, but I guess I don’t know for sure. It is…it’s definitely…there’s definitely a balance there because I definitely feel like the browsers have not been doing as many new things as they did back in those days, but those new things did cause problems too, so it’s, you know, but as a Designer I sometimes get bored, I’m like, I’ve played with all that stuff; I’ve played with all the tools we have and I want to try something different, you know, I want something that will…I want advanced grid positioning and, you know, I want to be able to draw shapes and, you know, it’s not out there.

Paul: I mean that is the only trouble I guess with…you know, you were talking about innovation and we need to be innovating more as Designers as well as browser manufacturers. The trouble with innovation to some degree is that you’re always in danger of undermining users’ expectations. I mean this is something you hear someone like Nielsen go on about loads. How…where do you feel the balance is between kind of doing cool new stuff and…you know, not undermining users’ needs or expectations?

Jeff: Well you’ll probably remember from back in the late ‘90s and that sort of thing that there was….and another sort of interest of mine is the sort of demise of the personal website, but back in those days, there was just so many experimental kind of crazy out there personal projects that were happening, and I think that that is a great place to try those things, because they’re not…they’re not real users accessing them; people that are using them are, you know, expecting that, I mean that sort of thing’s a great place to try new things, is on personal projects. Now again, with the culture of compliance that we have, I don’t know how that would fly today. Like if somebody made some crazy experimental site, I think there’s a certain fear of doing that because of backlash again from the web standards community, like you know, it’s a thing where people aren’t seeing the…the meaning, you know, it’s…I’m putting this out there because I’m trying to do something new and difference and …and it’s almost not allowed by the web standards community. Well, you can’t do that, because it doesn’t validate, or you know, whatever. And again, like I said, that’s not always specifically about validation and mark-up. It goes onto the…to that …into usability and into layout and design where people say, don’t change that because it’s messing with users’ expectations, but I think there are places where you can try those things and personal projects to me are the big place where you can try that.

Paul: You’ve got a good point about personal website. It’s like everybody now …have…you know, it’s all about blogs isn’t it, it’s all about….there’s almost this kind of citizen journalism thing where, you know, we’re all actually trying to create a little audience for ourselves and so therefore we don’t want to do anything too dangerous with our…with our personal sites. I remember my….my first personal site was absolutely chaotic, you know, it had no proper navigation whatsoever, but it was fun, it was a place I could experiment, so yeah…

Jeff: Yeah, that’s a real kind of…pet annoyance of mine is that …the loss of that, and I do think, you know, it’s because everything’s a blog, and I love blogs, and you know I have a blog, but I still wish that there was just a little bit more of that crazy experimentation that we had going on back then.

Paul: Mmm. I mean it’s a good point as well. A question I often get asked by people is, you know, how do I promote myself online. They say, I don’t want to…I don’t want to run a blog because I don’t want to write. Well you know, a personal project in a way you’re trying out different things like a sandbox you can play in. It’s a good way of promoting yourself and showing what you’re capable of, and that you do innovate without having to write reams of stuff, because let’s face it, not all of us are big writers, so….yeah

Jeff: Right.

Paul: Good to have your perspective on things. It’s really nice to have a kind of new perspective and you know, a different point of view, so great to have you on the show, and no doubt we will get you back in again in the future. Good to talk to you.

Jeff: Great. Thanks so much for having me.

Thanks to Anna Debenham for transcribing this interview.

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Listeners feedback:

Getting a site
off the ground

Shaun writes: Following the headscape redesign and promised boagworld redesign what tips can you give to getting a personal/own site off the drawing board/local machine and actually published.

The problem with internal projects is they lack motivation. They are never as important as client work because they donʼt directly generate income. The answer is to increase their perceived importance. I use a number of techniques:

  • Document the benefits to your business or personal profile.
  • Produce a statement of work just as you would an external client.
  • Price the project so that you can set it against your targets as a marketing cost.
  • Set a deadline and preferably announce that publicly so you are forced to meet it.
  • Block out time for the project rather than attempting to “fit it around” client work.

Ultimately it comes down to determination. However, knowing the value of the project and treating it as any other project really helps.

Testing

Erich writes: Thanks so much for the show, all the work you guys put in really shows. It is great learning about aspects of the business that I donʼt get to deal with much.

I was just wondering if you guys had any kind of a testing station at Headscape. We are looking at putting something like that together at my work. Somewhere you can just go sit at and run through all the browsers, maybe even some with different versions of flash and such. Do you guys run anything like that?

Because our designers are based remotely it is not easy to have a central testing suite. We did try that at one stage but it did not work. Connecting remotely wasnʼt as smooth as it should have been and we found multiple designers often wanted access at the same time.

Currently, each designer runs a number of virtual PCs on their individual machines. Most have two versions of XP one running IE7 and one with IE6. We also run multiple version of Firefox and Opera. Most of our designers also own macs allowing them to test Safari. Those that donʼt connect to a mac in the office.

To be honest our testing environment is not the most sophisticated. Most clients do not want to pay for testing against minority browsers and when they do we setup something specific for their needs usefully using a virtual machine. If you are interested in setting up your own Virtual Machines then I recommend VMWare Fusion(7) for the mac and Virtual PC(8) under windows.

 

Headscape is recruiting (again!)

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

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

Here are the jobs…

Information Architect

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

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

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

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

Experience:

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

Graduate web developer

Starting salary: £22k+
Location: Southampton

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

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

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

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

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

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

About Headscape

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

115. sxsw

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

Download this show.

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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.

Lessons learnt at SXSW 08

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

Looking back at my
notes, I didn’t realise how much I actually took! So, I have decided to focus
things a bit and look at talks given by people from three big interactive
agencies. These presentations were fascinating to me as they gave me an insight
into how these companies run their businesses, their projects and make
decisions about their futures.

Respect!

This was a great start
to the conference, really got me in the mood. What I expected was a Zeldman criticism of the corporate world’s misunderstanding /undervaluing/general
disdain of all things ‘web’. I think this was what he was trying to do but what
we got was a run down of how Happy Cog works or more particularly how it runs
it projects – great for me!

It was quite
reassuring in that they do pretty much exactly what Headscape does:

  • Stakeholder interviews – though there was
    a wonderful description of when you really know that you’re about to get to the
    bottom of an issue with a client – that ‘close the door’ moment
  • User testing/requirements
  • IA
  • Design – they still do multiple concepts (which
    we very rarely do now) though try to avoid ‘Frankensteining’ the design
  • Build

The big thing, for
them, missing from this list is content and copywriting. They employ a
specialist copywriter who has a wide-ranging remit from kicking off the content
process to completely writing a site’s content. However, usually they
concentrate on editing ‘raw’ content into one styled voice.

Zeldman says that the
content is the most important aspect of any site. He has a point – we
don’t go to websites to enjoy the design or appreciate the usability of the
navigation.

This is, I expect, the
next big thing for Headscape.

Ten things we’ve learned at 37
Signals

Jason Fried telling
everyone 10 things they’ve learned at 37 Signals. I found his delivery a little
grating, which is why I probably don’t have too detailed notes on this talk.
But, again, this was interesting stuff from my point of view, learning about how
a small company operates particularly because we are about to go down the
product road.

The general theme of
his biggest messages were:

  • Keep it simple – otherwise you won’t ever
    release your product.
  • Don’t plan – plans tend to have a habit
    of becoming ‘sacred’. That is, people tend to stick to a particular goal
    religiously, rather than adapting to what is the best way.
  • Don’t expect your next thing to be way better
    than the last. If you’ve had a hit it doesn’t necessarily mean that you’re next
    offering is going to be as well.
  • Don’t talk to each other! I really wasn’t sure
    about this, but JF basically felt interrupting people through talking was the
    key productivity killer. Methods of communication that can be ignored -
    IM, email, Basecamp etc – are fine.

10 Tips to Managing a Creative
Environment

This was the best talk
of the lot for me. With most of the ‘famous’ agencies, I feel that what we do
is not too far away from what they offer. However, these guys felt like they
were in a higher league.

The talk was given by
Bryan Mason (CEO) and Sarah B. Nelson (Design Strategist) of Adaptive Path.

They had looked at
(and interviewed) a number of other organisations that they felt there was some
similarity with a design agency. These included:

  • Theatres
  • Restaurants
  • Orchestras

They are all highly
creative places (probably more so than the design agency), they have absolute
deadlines (again, probably more so than the design agency) that mean highly
regimented processes are required while keeping creative staff focused.

These are the tips
that they have learned:

  • Cross-train the entire team – not easy, but it does build
    understanding and therefore empathy towards other people’s jobs and the effort
    required to deliver them.
  • Rotate creative leadership - makes people value others’ decisions
    because they know that they will get their turn.
  • Actively turn the corner – meaning make a specific decision to go
    from ‘thinking’ to ‘doing’ and make sure that everyone knows which phase
    they’re in. The thinking phase being the point where there are no bad ideas or
    questions with people moving into their specific roles (see point 4) for the
    doing phase. They described this process as divergence to convergence.
  • Know your roles - once the corner is turned everyone
    needs to know what is expected of them and when.
  • Practice, practice, practice - they mean ‘practice as a group’ i.e. keep
    familiarising (and improving) processes. This ensures quality under pressure.
    Look to bring new people in at quiet times or on internal work.
  • Make you mission explicit - to the entire team so everyone knows
    where the team is supposed to be going and what they stand for (i.e. what it
    means to be a ‘Headscaper’ instead of just a ‘designer’ or ‘developer’). Cut
    out stuff that isn’t part of the mission – be ruthless.
  • Kill your darlings - but do it respectfully e.g. for the
    young chef – "we won’t use that recipe, it’s not for us. You put it on
    your menu when you get your first restaurant!" AP hiring decisions are made
    without discussion – thumbs up, they’re in, thumbs down, they’re out.
    They only discuss if it’s neither.
  • Leadership is a service - leaders should talk to everyone about
    their involvement. For example, a creative director should provide space not
    enforce their vision.
  • Generate projects around the groups’ interest - in other words, only take on work that
    you want! Easy said. However, maybe a watered down version would be to dish
    work out based on personal preferences rather than just who’s available. BM
    said "any time that AP has taken on work for the money or the kudos of a
    particular client, it has bombed. If there’s no interest internally in a pitch
    - drop it".
  • Remember your audience - what you’re doing isn’t for you, don’t forget that and don’t
    forget who your specific audience is. They used the kitchen analogy where the
    restaurant manager’s audience is their existing customers. He needs to make
    sure that the guy who loves liver and onions gets the same every time. The chef
    doesn’t care about this. His audience is the new customer.
  • Celebrate failure – creativity
    doesn’t always work. Carry out project post mortems but call them ‘after
    parties’! Discuss what worked, what didn’t and what was learned. Don’t
    apportion blame. You want your creative team to take risks and to feel that
    they can take risks. If you have a blame culture then safe and boring (and
    eventually stagnation) is where you’ll end up.

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.

111. Utopia

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

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News and events | Designers and developers in perfect harmony | Aral on Singularity | Listener emails

News and events

Fixing your product pages

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

Amy starts by giving some basic tips. These include…

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

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

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

Being inspired by newspaper design

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

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

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

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

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

Using browser history to improve the user experience

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

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

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

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

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Feature: Designer and developer in perfect harmony

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

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

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

These are the issues we covered…

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

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Expert interview: Aral Balkan on Singularity

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

Aral: Hi, Paul. How are you?

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

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

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

Aral (laughing): Was he curious?

Paul: He was.

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

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

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

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

Marcus: Okay.

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

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

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

Paul: Oh, ok, so it…

Aral: I mean, watch the conference and interact.

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

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

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

Paul: Nice!

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

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

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

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

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

Paul: Wow!

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

Paul: Yeah.

Aral: And the that its online.

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

Aral: It’s three days.

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

Aral: And it’s multiple track.

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

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

Paul: Oh, Okay.

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

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

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

(All Laugh)

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

Paul: Right…

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

Paul: Sure.

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

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

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

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

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

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

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

Paul: WOW!

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

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

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

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

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

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

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

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

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

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

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

Aral: Have I just put you on the spot?

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

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

Paul: Cool.

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

Paul: Mmmm. Yeah.

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

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

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

Paul: Alright then.

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Listeners email:

An alternative wireframing tool

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

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

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

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

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

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

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

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

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

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

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

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

A vertical rhythm calculator

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

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

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

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

110. The mighty Meyer

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

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News and events

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

CSS reference library

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

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

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

Stay on :target

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

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

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

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

Read the article and you can see the potential yourself.

Search behaviour patterns

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

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

10 principles of effective web design

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

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

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

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Feature: The profit and loss of usability

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

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

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Expert interview: Eric Meyer on version targeting

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

Eric: Cheers, hello.

Paul: Cheers, very British of you.

Eric: I try to localise my content.

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

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

Paul: Right.

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

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

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

Paul: Yeah.

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

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

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

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

Eric: Well I can see quite a few objections.

Paul: *laughs*

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

Paul: Yeah.

Eric: Good old WTF basically.

Paul: *laughs*

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

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

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

Paul: Yeah.

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

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

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

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

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

Paul: Yeah.

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

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

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

Paul: Yeah.

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

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

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

Paul: Yeah.

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

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

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

Paul: Yeah.

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

Paul: Yeah.

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

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

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

Paul: Yeah.

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

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

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

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Basic CMS options

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

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

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

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

The importance of blogs

Our second question is from Lauren:

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

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

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

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

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.

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?

 

Quick and dirty wireframes

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

What is a wireframe?

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

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

Example wireframe

What benefits do they provide?

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

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

How to create a wireframe

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

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

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

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

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

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

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

103. Bargain basement

On this week’s show: Paul looks at doing usability testing on a budget. Marcus explores the perfect working environment and we review writemaps an excellent online tool for creating site hierarchies.

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News and events | Marcus: The perfect working environment | Paul Bargain basement usability testing | Review: Writemaps | Question of the week

News and events

Improve your javascript

There seems to be a lot being written about Javascript at the moment, much of which should really help those of you like myself that have a basic grasp but really need to move on to the next level. First, there is a post by Christian Heilmann entitled Javascript Shortcuts that is aimed at teaching dummies like me how to code better. Its actually a very good post and helped me to grasp some shorter ways of working with Arrays and if statements.

There is also a post by Roger Johansson that lays out the basic rules of unobtrusive Javascript. Great for those of you who are old school Javascript coders and need to come a bit more up to date. Most of the points are obvious if you have worked with unobtrusive javascript before but there are also some nice extras like…

Work for the next developer: Make maintenance easier by writing logical code with clear variable and function names and commenting where necessary.

Finally, PPK has updated his DOM compatibility table that catalogues browser support for various DOM modules. I have to confess that some of this went over my head but it is still useful for understanding why a piece of Javascript is not working in a certain browser.

The guys over at Blue Flavor are having a go at answering the million dollar question this week; what makes great design? To be honest I am not sure if this is a question that can really be answered, but I have to say they have a hell of a good go!

Nevertheless it is a good article to point clients at if you need to explain why they should pay more to make their design stand out from the crowd.

Better web forms

On the subject of great design being in the detail I thought it was worth mentioning a great article by Garrett Dimon on Digital Web. Garrett is an information architect and has the most amazing eye for detail. By making small changes he has a significant effect on the sites he works with.

In his article he takes the registration form from ebay and makes a series of small alternations that improve its usability and readability. By tweaking things like the position of labels, the division of fields and the weight of headings he turns a very average form into something that is so much more accessible.

Forms are tricky things to work with and most designers hate doing so. However, reading this article should inspire you when next to tackle a form.

Building an inspiration base

Talking of inspiration, my final news story for today is another one from Blue Flavor. This time they are talking about how to build a reserve of inspiration that you can draw upon. Inspiration is a subject I seem to come back to often and with good reason. It is very easy for designs to become formulaic and it is important to be constantly looking for new sources of inspiration.

This article is in itself very inspiring suggesting a number of ways to find inspiration that I had not previously considered. Although it covers the obvious such as keeping a sketch book or photographing things that give you pause, it also suggests looking through cookbooks and even standing on your head (and other changes in perspective).

I am not convinced all of these ideas will work for everyone but if your going through a dry patch it is definitely worth a read to see if you cannot spark some inspiration.

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Marcus’ bit: The perfect working environment

Recently we received a question asking about our working environments and specifically what your working environment should be like when you code.

I’m going to swing this a little wider and look at working environments in general rather just concentrating on one’s own desk. This is something that both Paul and I have a great deal of experience of so I expect he will have as much to say on the subject as I do.

Mess vs tidy

Marcus' desk (hell hole)

Ok, I have been brave and posted a picture of my office, in its current disgusting state, onto the site. It is appalling – no question. I hate it like this. I keep talking about tidying it up but I reckon it will take at least a week to do it!

Does it make me any less productive to be honest, I’m not sure. The instant answer is to say “no, of course not”, but I am sure I would rather be in here if it was tidy, so it’s certainly possible that I would get more done.

I don’t believe that there is any real benefit to working in this type of squalor. It’s really easy when you first set up an office not to bother spending the tiny amount of time required to organise yourself. This is a mistake. File stuff away regularly (in a sensible way). If you don’t well, just look at the picture.

Music vs silence

For me (the musician), it has to be silence. I am not absolutely sure why, but I think this is because I mostly write as opposed to design or code stuff. I also think it’s because I listen to the music rather than it just being background. This is either shows a weak mind or an outstanding empathy for the musical arts you choose ;-)

Other people

One thing that the questioner didn’t get into was whether or not it is good to work with other people around you. I think that the healthiest option here is to mix it up. Working on your own all the time as we have done for years, is great with regard to getting things done. You can really hone in on a task and give it your all. Headscape’s office is open plan with anywhere between 4 and 10 people in it at any one time. I struggle to write in this environment as I’m too tempted to talk to other people.

But, working on your own all the time can be counterproductive. You are far less likely to bounce ideas around and learn new stuff. Teams tend to be more focused and productive if they work together regularly.

Working on your own for years can lead to stagnation and a lot of staring out of the window if you don’t really fancy a particular task. I tend to measure my desire for a job based on the amount of tea I make during it!

How to organise your day

I tend to check email as it comes in and I respond to IM and phone calls immediately. I can’t help it. I often think that it would be a good idea to check email, say, every 2 or 3 hours and not let it interrupt what I’m working on. I guess this is the salesman in me thinking that every contact is a good lead.

Paul tends to block out chunks of time for tasks and won’t let himself get interrupted during this time. This has got to be more productive than the flitting around method that I adopt.

We’re all different

The main thing to recognise with working environments is that we’re all different and react differently to various situations. Some people like to lock themselves away, others feel lonely working on their own. I think employers need to recognise this and, within reason, try to provide the best environments for their staff on an individual basis.

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Paul’s corner: Bargain basement usability testing

Okay so lets pretend that your boss refuses to pay for usability testing, you have no budget of your own and yet you are determined that the site will be as easy to use as possible. What do you do?

Today I want to look at how you can carry out usability testing without spending a penny. Of course if you can afford $19 per test subject then you can afford this an interesting little service discovered by Tom a boagworld listener.

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Review: Writemaps

I have never managed to find a tool I like for creating site hierarchies and getting them signed off. However, recently I found something that is definitely getting there and I wanted to share it with you.

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Question of the week

What is the best online application you cannot live without?

Bargain basement usability testing

There is a lot written about usability testing both online and off. However, except for “Don’t Make Me Think” by Steve Krug they all seem to make it sound very complicated and expensive. So here is the boagworld guide to bargain basement usability testing.

The boss refuses to pay for usability testing, you have no budget of your own and yet you are determined that the site will be as easy to use as possible. What do you do?

There is a perception that usability testing has to be time consuming and expensive but it really doesn’t need to be that way. The key is to do a little and often therefore catching problems before they become too complex to change.

Start off by doing some testing on initial design concepts or even rough sketches. Test again when you have a more detailed information architecture or a basic wireframe. Test yet again once the majority of content is in place and finally do one round before you go live.

That sounds like a lot of testing doesn’t it? Well it would be if the testing involved large numbers of participants who exactly matched the target audience and if they all were tested in expensive usability suites with cameras and observation areas.

However with bargain basement usability testing you make up for quality with quantity. By doing a lot of rounds you will probably pick up on more problems than just a single round done with all the expensive techniques.

For bargain basement usability testing all you need is 5 or 6 friends (or random strangers), a desk, a chair, a computer and a notepad.

Picking your users

Lets start by looking at the users who you will test with. First of all they don’t need to meet the exact demographics of your user group. It can be very time consuming to find people that match your audience. Instead just grab anybody. It doesn’t matter who. Friends, family, random strangers. The reality is that the majority of usability problems are going to be generic across all audiences. Sure if you have a friend that meets the criteria all the better but don’t get hung up on it. Better to test somebody than nobody at all!

Also don’t bother getting anymore than 5 or 6 people. More than that and you really don’t catch that many more problems. It just isn’t worth the additional time testing. You are better off just testing with a few, fixing the problems and testing again. That will reveal new problems which users never reached in the first round.

Your testing environment

Next lets look at the environment. There is no need to test in a usability lab. In fact I would argue the best place to test is in the location people normally surf the net. If possible go to their home or office and test on their own PC. That way they feel relaxed and are more likely to behave normally. If you cant do that then just sit them down in front of your PC and test them there.

Finally you don’t need a camera or observation area. Simply sit with them and jot things down as you go along. If you can get a colleague to join you and take the notes all the better but that is optional.

How to test

So what do you do in a test session? Well that doesn’t need to be rocket science either.

What you can do is largely dictated by what you have to show. When all you have is a couple of design concepts the best you can do is ask the user what they would click on to complete a specific task. You can also ask them if they can quickly spot certain screen elements using the same flash testing we have spoken about before.

As you have more to show you can ask users to complete more complex tasks. You can ask them to find a specific page within your wireframe or ask them what they would expect to find within a section on the information architecture.

Your job is to watch how they interact with your site and note where they struggle. The key to this process is to encourage them to articulate their thinking as they go along. Users will often sit staring blankly at the screen if they are stuck. You need to ask them what options they are considering and why they are struggling.

Before they click on anything ask them why they made the choice they did and what other options they rejected. The idea is to get them to talk as much as possible about what they are doing.

Fundamentally that is it. Obviously I could write a lot more on the subject but that should be enough to get you started. Get 5 or 6 random people to sit in front of a computer, look at your site and ask them to complete a series of tasks while talking about them. Not difficult is it. Why then are usability experts paid so much? ;)

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.