golden rules of user experience design - theo mandel, ph.d. (updated)
DESCRIPTION
UPDATED! Theo Mandel, Ph.D. was invited to give this presentation at the IUE 2013 conference, Phoenix, AZ on April 3, 2013. "The Golden Rules of User Experience Design," is based on an invited keynote presentation at User eXperience Russia 2009 and a chapter from Mandel's well-known book, "The Elements of User Interface Design" (John Wiley & Sons, 1997). The presentation describes the history of UI/Web interface design principles and guidelines, and then shows how these "Golden Rules" still apply to user experience design today. For more information, contact: Theo Mandel, Ph.D. theo (at) theomandel.com www.theomandel.comTRANSCRIPT
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Golden Rules
of
User Experience Design
Theo Mandel, Ph.D. Interface Design and Development
iueconference.com
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email:
web:
theomandel.com
twitter:
theomandel
linkedIn:
theomandel
Theo Mandel, Ph.D.
Interface Design &
Development
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Golden Rules of User
Experience Design
Presentation goals
learn about the rules,
but more
importantly –
appreciate their
history
understand the
“why” (rationale)
behind the rules
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Golden Rules
“Universal” and
“timeless” design
principles
apply to all software and
web design, regardless of
OS, device, browser, media,
industry, users, tasks, etc.
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“The principles are so basic
that even futuristic dialogue
designs such as 3-D interfaces
with DataGlove input devices,
gesture recognition, and live
video images will always have
to take them into account as
long as they are based on the
basic paradigm of dialogues
and user commands.”
Jacob Nielsen
(1990)
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“Design principles are the
guiding light for any software
application. They define and
communicate key characteristics
of the product to a wide variety
of stakeholders, including clients,
colleagues, and team members.
Design principles articulate the
fundamental goals that all
decisions can be measured against
and thereby keep the pieces of a
project moving toward an
integrated whole.”
Luke Wroblewski
(2009)
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Golden Rules
Outline
History
Purpose
Psychology & HCI
Golden rules
– User in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
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Golden Rules History
W. J. Hansen (1971)
“User Engineering Principles
for Interactive Systems”
AFIPS FJCC Vol. 39
Hansen’s principles:
1. Know the user
2. Minimize
memorization
3. Optimize operations
4. Engineer for errors
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Golden Rules History
Rubinstein & Hersh (1984)
The Human Factor
Longest list, with 93
design principles:
1. Designers make myths
– users make
conceptual models
. . .
. . .
. . .
93. Videotape real users
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Golden Rules History
Ben Shneiderman (1987)
Designing the User Interface
(1st edition, now 5th edition)
Defined the term
“Universal Usability”
1. Strive for consistency
2. Enable shortcuts
3. Informative feedback
4. Design to yield closure
5. Simple error handling
6. Easy reversal of actions
7. User in control
8. Reduce short-term
memory load
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Golden Rules History
Don Norman (1988)
The Design of Everyday Things
Six design principles:
1. Visibility
2. Feedback
3. Constraints
4. Mapping
5. Consistency
6. Affordance
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Golden Rules History
1990’s – Golden Era of Mac
and PC Software Design
Apple Human Interface
Guidelines (Apple, 1992)
Object-Oriented Interface
Design: IBM Common User
Access Guidelines (IBM, 1992)
OSF/Motif Style Guide
(Open Software Foundation, 1992)
Windows Interface
Guidelines for Software
Design (Microsoft, 1995)
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Golden Rules History
Mandel (1994) Windows vs. OS\2:
The GUI-OOUI War
(Golden rules chapter)
Mandel (1997) The Elements of
User Interface Design
(Golden rules chapter)
Overview & discussion
of golden rules in the
90’s
Groundwork for this
presentation
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Golden Rules History
Looking for references
to golden rules today?
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
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Purpose of golden rules
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Purpose of golden rules
Your users feel the pain when you
break the rules (poor design)
People have basic life expectations
and also expectations about the
software and websites they use
(users’ mental models)
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Purpose of golden rules
“Before you buy software, make sure
it believes in the same things you do.
Whether you realize it or not, software
comes with a set of beliefs built in.
Before you choose software, make sure
it shares yours.”
PeopleSoft Advertisement (1996)
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
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Psychology & HCI
Design principles are
grounded in psychology
and HCI:
cognition
memory
perception
attention
learning
social psychology
etc. 1986
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Psychology & HCI
Jeff Sauro
5 HCI laws for UX design (2013)
measuringusability.com
Miller’s law of STM
Fitts’ law
Hick-Hyman law
Power law of practice
Pareto principle
Zipf law
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Psychology & HCI
Miller’s law of STM
Fitts’ law
Hick-Hyman law
Power law of practice
Pareto principle
Zipf law
Magic Number 7+/- 2
Most people can hold approximately seven
pieces of information in short term memory
at once. For example, most people can
remember a random 7-digit phone number.
More information can be stored by
chunking information into meaningful
groups. Also, to hold information in
memory, you must focus on rehearsing it.
Often misused in UX design!!!
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Psychology & HCI
Miller’s law of STM
Fitts’ law
Hick-Hyman law
Power law of practice
Pareto principle
Zipf law
Rule of Target Size
Mathematically predicts how long it
will take to "acquire" a target based
on its distance and size.
It takes users longer to point to
links and buttons on a screen if the
objects are smaller in size or farther
away from the home position. This
also causes more selection errors.
The size of a button should be
proportional to its expected
frequency of use.
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Psychology & HCI
Miller’s law of STM
Fitts’ law
Hick-Hyman law
Power law of practice
Pareto principle
Zipf law
Rule of Large Menus Time it takes to make a decision based on
the number of choices available.
People subdivide a total collection of choices
into categories, eliminating about half the
remaining choices at each step, rather than
considering each and every choice one-by-
one (takes linear time).
Example – to find a given word in a randomly
ordered word list (menu), scanning each
word in the list is required, consuming linear
time, so Hick's law does not apply. However,
if the list is alphabetical and the user knows
the name of the command, he or she may be
able to use a subdividing strategy that works
in logarithmic time.
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Psychology & HCI
Miller’s law of STM
Fitts’ law
Hick-Hyman law
Power law of practice
Pareto principle
Zipf law
Famous “Learning Curve”
Time to complete a task decreases
linearly with the number of practice
trials taken when both are expressed
as logarithms.
If you know nothing about a topic,
you can learn 50% of the information
quickly. But when you have 50% less
to learn, it takes more time to learn
that final 50%.
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Psychology & HCI
Miller’s law of STM
Fitts’ law
Hick-Hyman law
Power law of practice
Pareto principle
Zipf law
80/20 Rule
In 1906, the Italian economist observed
that wealth was unequally distributed in
Italy – 80% of land and wealth was owned
by 20% of people.
Examples:
Microsoft noted that by fixing the top
20% of reported bugs, 80% of errors
would be eliminated.
Also, 80% of Microsoft Office users
typically only use 20% of the product
functionality.
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Psychology & HCI
Miller’s law of STM
Fitts’ law
Hick-Hyman law
Power law of practice
Pareto principle
Zipf law
Rule of Ranking Frequency
American linguist found the most
frequent word will occur
approximately twice as often as the
second most frequent word, three
times as often as the third most
frequent word, and so on.
Also applies to many other rankings
(population, income, corp. size, etc.)
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
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Golden rules – 3 major categories
Place users in control (10)
Reduce users’ memory load (9)
Make the experience consistent (5)
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
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Users in control
Most of the time, users would
rather be in control
(drive a car)
than be a passenger
(be on a plane)
However, being in control may
require a certain amount of
skill and knowledge
Sometimes it is better to be
a passenger (novice users,
complex tasks, etc.)
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Use modes judiciously (Modeless)
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Use appropriate interaction techniques (Flexible)
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Use appropriate interaction techniques (Flexible)
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Allow users to change focus (Interruptible)
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Display descriptive information (Helpful)
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Provide immediate and reversible actions,
and feedback (Forgiving)
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Provide meaningful paths and exits (Navigable)
Christopher Alexander (UC Berkeley)
famous architect, noted for his design theories and for
more than 200 building projects around the world.
Alexander is the father of “pattern language” (1977)
www.patternlanguage.com
“Users know more about the architecture they need
than any architect could.”
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Provide meaningful paths and exits (Navigable)
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Provide meaningful paths and exits (Navigable)
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Provide meaningful paths and exits (Navigable)
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Provide meaningful paths and exits (Navigable)
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Provide meaningful paths and exits (Navigable)
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Provide meaningful paths and exits (Navigable)
Paths
Exits
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Accommodate different skill levels (Accessible)
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Make the interface transparent (Facilitative)
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Allow users to customize the interface (Preferences)
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Allow objects to be directly manipulated (Interactive)
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’
memory load
– Make the experience
consistent
Guidelines & checklists
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Reduce users’ memory load
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Relieve short-term memory (Remember)
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Relieve short-term memory (Remember)
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Relieve short-term memory (Remember)
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Relieve short-term memory (Remember)
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Rely on recognition, not recall (Recognition)
Recognition
Recall
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Rely on recognition, not recall (Recognition)
Recognition
Recall
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Provide visual cues (Inform)
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Provide visual cues (Inform)
Users should always know four things:
Who I am (Login info)
Where I
can go
Where I've been Where I am
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Provide defaults, undo and redo (Forgiving)
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Provide interface shortcuts (Frequency)
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Promote an object-action syntax (Intuitive)
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Use real-world metaphors (Transfer)
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Utilize progressive disclosure (Context)
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Utilize progressive disclosure (Context)
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Promote visual clarity (Organize)
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
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Consistency
Users organize and get
meaning from interface
patterns
Perceptual and psychological
principles:
Pattern recognition
Signal detection theory
Information processing
“Gestalt” – wholeness
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Consistency
Double-edged sword –
use it wisely!
Consistency implies something
(item A) is consistent with
something else (item B)
However, if the element isn't
designed correctly at first, then
what you have is a consistently
poor design!
Golden rule:
First design things well and
make them usable, then
follow it consistently!
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Sustain context of users’ tasks (Continuity)
Most
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Be consistent within & across products (Experience)
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Keep interaction results the same (Expectation)
Make things work like they look
(consistent interaction)
and look like they work
(consistent appearance)
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Keep interaction results the same (Expectation)
Links = Navigation Buttons = Function
(does not perform an action) (performs an action)
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Provide aesthetic appeal and integrity (Attitude)
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Encourage exploration (Predictable)
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Golden Rules
History
Purpose
Psychology & HCI
Golden rules
– Place users in control
– Reduce users’ memory
load
– Make the experience
consistent
Guidelines & checklists
![Page 80: Golden Rules of User Experience Design - Theo Mandel, Ph.D. (UPDATED)](https://reader034.vdocuments.net/reader034/viewer/2022051613/54c79dad4a7959f6318b4573/html5/thumbnails/80.jpg)
Guidelines
Not all rules are created equal!
Know which rules and guidelines
are more important when making
design tradeoffs
In specific design situations, some
design principles may be in conflict
with each other or at odds with
product design goals and objectives
Principles are not meant to be
followed blindly – they are meant
as guidance for sensible interface
design
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Guidelines
Company, suite, product and
device guidelines
How many of you create or
follow style guides?
A list of Style Guides
and UI Guidelines The UX, March 26, 2013
blog.the-UX.com
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Golden Rules
Checklists
Place users in control
Modeless
Flexible
Interruptible
Helpful
Forgiving
Navigable
Accessible
Facilitative
Preferences
Interactive
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Golden Rules
Checklists
Reduce users’ memory
load
Remember
Recognition
Inform
Forgiving
Frequency
Intuitive
Transfer
Context
Organize
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Golden Rules
Checklists
Make the experience
consistent
Continuity
Experience
Expectation
Attitude
Predictable
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email:
web:
theomandel.com
twitter:
theomandel
linkedIn:
theomandel
Theo Mandel, Ph.D.
Interface Design &
Development