| 252 |
Turn Jekyll up to Eleventy |
Sometimes it pays not to over complicate things. While many of the sites we use on a daily basis require relational databases to manage their content and dynamic pages to respond to user input, for smaller, simpler sites, serving pre-rendered static HTML is usually a much cheaper — and more secure — option.
The JAMstack (JavaScript, reusable APIs, and prebuilt Markup) is a popular marketing term for this way of building websites, but in some ways it’s a return to how things were in the early days of the web, before developers started tinkering with CGI scripts or Personal HomePage. Indeed, my website has always served pre-rendered HTML; first with the aid of Movable Type and more recently using Jekyll, which Anna wrote about in 2013.
By combining three approachable languages — Markdown for content, YAML for data and Liquid for templating — the ergonomics of Jekyll found broad appeal, influencing the design of the many static site generators that followed. But Jekyll is not without its faults. Aside from notoriously slow build times, it’s also built using Ruby. While this is an elegant programming language, it is yet another ecosystem to understand and manage, and often alongside one we already use: JavaScript. For all my time using Jekyll, I would think to myself “this, but in Node”. Thankfully, one of Santa’s elves (Zach Leatherman) granted my Atwoodian wish and placed such a static site generator under my tree.
Introducing Eleventy
Eleventy is a more flexible alternative Jekyll. Besides being written in Node, it’s less strict about how to organise files and, in addition to Liquid, supports other templating languages like EJS, Pug, Handlebars and Nunjucks. Best of all, its build times are significantly faster (with future optimisations promising further gains).
As content is saved using the familiar combination of YAML front matter and Markdown, transitioning from Jekyll to Eleventy may seem like a reasonable idea. Yet as I’ve discovered, there are a few gotchas. If you’ve been considering making the switch, here are a few tips and tricks to help you on your way1.
Note: Throughout this article, I’ll be converting Matt Cone’s Markdown Guide site as an example. If you want to follow along, start by cloning the git repository, and then change into the project directory:
git clone https://github.com/mattcone/markdown-guide.git
cd markdown-guide
Before you start
If you’ve used tools like Grunt, Gulp or Webpack, you’ll be familiar with Node.js but, if you’ve been exclusively using Jekyll to compile your assets as well as generate your HTML, now’s the time to install Node.js and set up your project to work with its package manager, NPM:
Install Node.js:
Mac: If you haven’t already, I recommend installing Homebrew, a package manager for the Mac. Then in the Terminal type brew install node.
Windows: Download the Windows installer from the Node.js website and follow the instructions.
Initiate NPM: Ensure you are in the directory of your project and then type npm init. This command will ask you a few questions before creating a file called package.json. Like RubyGems’s Gemfile, this file contains a list of your project’s third-party dependencies.
If you’re managing your site with Git, make sure to add node_modules to your .gitignore file too. Unlike RubyGems, NPM stores its dependencies alongside your project files. This folder can get quite large, and as it contains binaries compiled to work with the host computer, it shouldn’t be version controlled. Eleventy will also honour the contents of this file, meaning anything you want Git to ignore, Eleventy will ignore too.
Installing Eleventy
With Node.js installed and your project setup to work with NPM, we can now install Eleventy as a dependency:
npm install --save-dev @11ty/eleventy
If you open package.json you should see the following:
…
"devDependencies": {
"@11ty/eleventy": "^0.6.0"
}
…
We can now run Eleventy from the command line using NPM’s npx command. For example, to covert the README.md file to HTML, we can run the following:
npx eleventy --input=README.md --formats=md
This command will generate a rendered HTML file at _site/README/index.html. Like Jekyll, Eleventy shares the same default name for its output directory (_site), a pattern we will see repeatedly during the transition.
Configuration
Whereas Jekyll uses the declarative YAML syntax for its configuration file, Eleventy uses JavaScript. This allows its options to be scripted, enabling some powerful possibilities as we’ll see later on.
We’ll start by creating our configuration file (.eleventy.js), copying the relevant settings in _config.yml over to their equivalent options:
module.exports = function(eleventyConfig) {
return {
dir: {
input: "./", // Equivalent to Jekyll's source property
output: "./_site" // Equivalent to Jekyll's destination property
}
};
};
A few other things to bear in mind:
Whereas Jekyll allows you to list folders and files to ignore under its exclude property, Eleventy looks for these values inside a file called .eleventyignore (in addition to .gitignore).
By default, Eleventy uses markdown-it to parse Markdown. If your content uses advanced syntax features (such as abbreviations, definition lists and footnotes), you’ll need to pass Eleventy an instance of this (or another) Markdown library configured with the relevant options and plugins.
Layouts
One area Eleventy currently lacks flexibility is the location of layouts, which must reside within the _includes directory (see this issue on GitHub).
Wanting to keep our layouts together, we’ll move them from _layouts to _includes/layouts, and then update references to incorporate the layouts sub-folder. We could update the layout: frontmatter property in each of our content files, but another option is to create aliases in Eleventy’s config:
module.exports = function(eleventyConfig) {
// Aliases are in relation to the _includes folder
eleventyConfig.addLayoutAlias('about', 'layouts/about.html');
eleventyConfig.addLayoutAlias('book', 'layouts/book.html');
eleventyConfig.addLayoutAlias('default', 'layouts/default.html');
return {
dir: {
input: "./",
output: "./_site"
}
};
}
Determining which template language to use
Eleventy will transform Markdown (.md) files using Liquid by default, but we’ll need to tell Eleventy how to process other files that are using Liquid templates. There are a few ways to achieve this, but the easiest is to use file extensions. In our case, we have some files in our api folder that we want to process with Liquid and output as JSON. By appending the .liquid file extension (i.e. basic-syntax.json becomes basic-syntax.json.liquid), Eleventy will know what to do.
Variables
On the surface, Jekyll and Eleventy appear broadly similar, but as each models its content and data a little differently, some template variables will need updating.
Site variables
Alongside build settings, Jekyll let’s you store common values in its configuration file which can be accessed in our templates via the site.* namespace. For example, in our Markdown Guide, we have the following values:
title: "Markdown Guide"
url: https://www.markdownguide.org
baseurl: ""
repo: http://github.com/mattcone/markdown-guide
comments: false
author:
name: "Matt Cone"
og_locale: "en_US"
Eleventy’s configuration uses JavaScript which is not suited to storing values like this. However, like Jekyll, we can use data files to store common values. If we add our site-wide values to a JSON file inside a folder called _data and name this file site.json, we can keep the site.* namespace and leave our variables unchanged.
{
"title": "Markdown Guide",
"url": "https://www.markdownguide.org",
"baseurl": "",
"repo": "http://github.com/mattcone/markdown-guide",
"comments": false,
"author": {
"name": "Matt Cone"
},
"og_locale": "en_US"
}
Page variables
The table below shows a mapping of common page variables. As a rule, frontmatter properties are accessed directly, whereas derived metadata values (things like URLs, dates etc.) get prefixed with the page.* namespace:
Jekyll
Eleventy
page.url
page.url
page.date
page.date
page.path
page.inputPath
page.id
page.outputPath
page.name
page.fileSlug
page.content
content
page.title
title
page.foobar
foobar
When iterating through pages, frontmatter values are available via the data object while content is available via templateContent:
Jekyll
Eleventy
item.url
item.url
item.date
item.date
item.path
item.inputPath
item.name
item.fileSlug
item.id
item.outputPath
item.content
item.templateContent
item.title
item.data.title
item.foobar
item.data.foobar
Ideally the discrepancy between page and item variables will change in a future version (see this GitHub issue), making it easier to understand the way Eleventy structures its data.
Pagination variables
Whereas Jekyll’s pagination feature is limited to paginating posts on one page, Eleventy allows you to paginate any collection of documents or data. Given this disparity, the changes to pagination are more significant, but this table shows a mapping of equivalent variables:
Jekyll
Eleventy
paginator.page
pagination.pageNumber
paginator.per_page
pagination.size
paginator.posts
pagination.items
paginator.previous_page_path
pagination.previousPageHref
paginator.next_page_path
pagination.nextPageHref
Filters
Although Jekyll uses Liquid, it provides a set of filters that are not part of the core Liquid library. There are quite a few — more than can be covered by this article — but you can replicate them by using Eleventy’s addFilter configuration option. Let’s convert two used by our Markdown Guide: jsonify and where.
The jsonify filter outputs an object or string as valid JSON. As JavaScript provides a native JSON method, we can use this in our replacement filter. addFilter takes two arguments; the first is the name of the filter and the second is the function to which we will pass the content we want to transform:
// {{ variable | jsonify }}
eleventyConfig.addFilter('jsonify', function (variable) {
return JSON.stringify(variable);
});
Jekyll’s where filter is a little more complicated in that it takes two additional arguments: the key to look for, and the value it should match:
{{ site.members | where: "graduation_year","2014" }}
To account for this, instead of passing one value to the second argument of addFilter, we can instead pass three: the array we want to examine, the key we want to look for and the value it should match:
// {{ array | where: key,value }}
eleventyConfig.addFilter('where', function (array, key, value) {
return array.filter(item => {
const keys = key.split('.');
const reducedKey = keys.reduce((object, key) => {
return object[key];
}, item);
return (reducedKey === value ? item : false);
});
});
There’s quite a bit going on within this filter, but I’ll try to explain. Essentially we’re examining each item in our array, reducing key (passed as a string using dot notation) so that it can be parsed correctly (as an object reference) before comparing its value to value. If it matches, item remains in the returned array, else it’s removed. Phew!
Includes
As with filters, Jekyll provides a set of tags that aren’t strictly part of Liquid either. This includes one of the most useful, the include tag. LiquidJS, the library Eleventy uses, does provide an include tag, but one using the slightly different syntax defined by Shopify. If you’re not passing variables to your includes, everything should work without modification. Otherwise, note that whereas with Jekyll you would do this:
<!-- page.html -->
{% include include.html value="key" %}
<!-- include.html -->
{{ include.value }}
in Eleventy, you would do this:
<!-- page.html -->
{% include "include.html", value: "key" %}
<!-- include.html -->
{{ value }}
A downside of Shopify’s syntax is that variable assignments are no longer scoped to the include and can therefore leak; keep this in mind when converting your templates as you may need to make further adjustments.
Tweaking Liquid
You may have noticed in the above example that LiquidJS expects the names of included files to be quoted (else it treats them as variables). We could update our templates to add quotes around file names (the recommended approach), but we could also disable this behaviour by setting LiquidJS’s dynamicPartials option to false. Additionally, Eleventy doesn’t support the include_relative tag, meaning you can’t include files relative to the current document. However, LiquidJS does let us define multiple paths to look for included files via its root option.
Thankfully, Eleventy allows us to pass options to LiquidJS:
eleventyConfig.setLiquidOptions({
dynamicPartials: false,
root: [
'_includes',
'.'
]
});
Collections
Jekyll’s collections feature lets authors create arbitrary collections of documents beyond pages and posts. Eleventy provides a similar feature, but in a far more powerful way.
Collections in Jekyll
In Jekyll, creating collections requires you to add the name of your collections to _config.yml and create corresponding folders in your project. Our Markdown Guide has two collections:
collections:
- basic-syntax
- extended-syntax
These correspond to the folders _basic-syntax and _extended-syntax whose content we can iterate over like so:
{% for syntax in site.extended-syntax %}
{{ syntax.title }}
{% endfor %}
Collections in Eleventy
There are two ways you can set up collections in 11ty. The first, and most straightforward, is to use the tag property in content files:
---
title: Strikethrough
syntax-id: strikethrough
syntax-summary: "~~The world is flat.~~"
tag: extended-syntax
---
We can then iterate over tagged content like this:
{% for syntax in collections.extended-syntax %}
{{ syntax.data.title }}
{% endfor %}
Eleventy also allows us to configure collections programmatically. For example, instead of using tags, we can search for files using a glob pattern (a way of specifying a set of filenames to search for using wildcard characters):
eleventyConfig.addCollection('basic-syntax', collection => {
return collection.getFilteredByGlob('_basic-syntax/*.md');
});
eleventyConfig.addCollection('extended-syntax', collection => {
return collection.getFilteredByGlob('_extended-syntax/*.md');
});
We can extend this further. For example, say we wanted to sort a collection by the display_order property in our document’s frontmatter. We could take the results of collection.getFilteredByGlob and then use JavaScript’s sort method to sort the result:
eleventyConfig.addCollection('example', collection => {
return collection.getFilteredByGlob('_examples/*.md').sort((a, b) => {
return a.data.display_order - b.data.display_order;
});
});
Hopefully, this gives you just a hint of what’s possible using this approach.
Using directory data to manage defaults
By default, Eleventy will maintain the structure of your content files when generating your site. In our case, that means /_basic-syntax/lists.md is generated as /_basic-syntax/lists/index.html. Like Jekyll, we can change where files are saved using the permalink property. For example, if we want the URL for this page to be /basic-syntax/lists.html we can add the following:
---
title: Lists
syntax-id: lists
api: "no"
permalink: /basic-syntax/lists.html
---
Again, this is probably not something we want to manage on a file-by-file basis but again, Eleventy has features that can help: directory data and permalink variables.
For example, to achieve the above for all content stored in the _basic-syntax folder, we can create a JSON file that shares the name of that folder and sits inside it, i.e. _basic-syntax/_basic-syntax.json and set our default values. For permalinks, we can use Liquid templating to construct our desired path:
{
"layout": "syntax",
"tag": "basic-syntax",
"permalink": "basic-syntax/{{ title | slug }}.html"
}
However, Markdown Guide doesn’t publish syntax examples at individual permanent URLs, it merely uses content files to store data. So let’s change things around a little. No longer tied to Jekyll’s rules about where collection folders should be saved and how they should be labelled, we’ll move them into a folder called _content:
markdown-guide
└── _content
├── basic-syntax
├── extended-syntax
├── getting-started
└── _content.json
We will also add a directory data file (_content.json) inside this folder. As directory data is applied recursively, setting permalink to false will mean all content in this folder and its children will no longer be published:
{
"permalink": false
}
Static files
Eleventy only transforms files whose template language it’s familiar with. But often we may have static assets that don’t need converting, but do need copying to the destination directory. For this, we can use pass-through file copy. In our configuration file, we tell Eleventy what folders/files to copy with the addPassthroughCopy option. Then in the return statement, we enable this feature by setting passthroughFileCopy to true:
module.exports = function(eleventyConfig) {
…
// Copy the `assets` directory to the compiled site folder
eleventyConfig.addPassthroughCopy('assets');
return {
dir: {
input: "./",
output: "./_site"
},
passthroughFileCopy: true
};
}
Final considerations
Assets
Unlike Jekyll, Eleventy provides no support for asset compilation or bundling scripts — we have plenty of choices in that department already. If you’ve been using Jekyll to compile Sass files into CSS, or CoffeeScript into Javascript, you will need to research alternative options, options which are beyond the scope of this article, sadly.
Publishing to GitHub Pages
One of the benefits of Jekyll is its deep integration with GitHub Pages. To publish an Eleventy generated site — or any site not built with Jekyll — to GitHub Pages can be quite involved, but typically involves copying the generated site to the gh-pages branch or including that branch as a submodule. Alternatively, you could use a continuous integration service like Travis or CircleCI and push the generated site to your web server. It’s enough to make your head spin! Perhaps for this reason, a number of specialised static site hosts have emerged such as Netlify and Google Firebase. But remember; you can publish a static site almost anywhere!
Going one louder
If you’ve been considering making the switch, I hope this brief overview has been helpful. But it also serves as a reminder why it can be prudent to avoid jumping aboard bandwagons.
While it’s fun to try new software and emerging technologies, doing so can require a lot of work and compromise. For all of Eleventy’s appeal, it’s only a year old so has little in the way of an ecosystem of plugins or themes. It also only has one maintainer. Jekyll on the other hand is a mature project with a large community of maintainers and contributors supporting it.
I moved my site to Eleventy because the slowness and inflexibility of Jekyll was preventing me from doing the things I wanted to do. But I also had time to invest in the transition. After reading this guide, and considering the specific requirements of your project, you may decide to stick with Jekyll, especially if the output will essentially stay the same. And that’s perfectly fine!
But these go to 11.
Information provided is correct as of Eleventy v0.6.0 and Jekyll v3.8.5 ↩ |
2018 |
Paul Lloyd |
paulrobertlloyd |
2018-12-11T00:00:00+00:00 |
https://24ways.org/2018/turn-jekyll-up-to-eleventy/ |
content |
| 275 |
Context First: Web Strategy in Four Handy Ws |
Many, many years ago, before web design became my proper job, I trained and worked as a journalist. I studied publishing in London and spent three fun years learning how to take a few little nuggets of information and turn them into a story. I learned a bunch of stuff that has all been a huge help to my design career. Flatplanning, layout, typographic theory. All of these disciplines have since translated really well to web design, but without doubt the most useful thing I learned was how to ask difficult questions.
Pretty much from day one of journalism school they hammer into you the importance of the Five Ws. Five disarmingly simple lines of enquiry that eloquently manage to provide the meat of any decent story. And with alliteration thrown in too. For a young journo, it’s almost too good to be true.
Who? What? Where? When? Why? It seems so obvious to almost be trite but, fundamentally, any story that manages to answer those questions for the reader is doing a pretty good job. You’ll probably have noticed feeling underwhelmed by certain news pieces in the past – disappointed, like something was missing. Some irritating oversight that really lets the story down. No doubt it was one of the Ws – those innocuous little suckers are generally only noticeable by their absence, but they sure get missed when they’re not there.
Question everything
I’ve always been curious. An inveterate tinkerer with things and asker of dopey questions, often to the point of abject annoyance for anyone unfortunate enough to have ended up in my line of fire. So, naturally, the Five Ws started drifting into other areas of my life. I’d scrutinize everything, trying to justify or explain my rationale using these Ws, but I’d also find myself ripping apart the stuff that clearly couldn’t justify itself against the same criteria.
So when I started working as a designer I applied the same logic and, sure enough, the Ws pretty much mapped to the exact same needs we had for gathering requirements at the start of a project. It seemed so obvious, such a simple way to establish the purpose of a product. What was it for? Why we were making it? And, of course, who were we making it for? It forced clients to stop and think, when really what they wanted was to get going and see something shiny. Sometimes that was a tricky conversation to have, but it’s no coincidence that those who got it also understood the value of strategy and went on to have good solid products, while those that didn’t often ended up with arrogantly insular and very shiny but ultimately unsatisfying and expendable products. Empty vessels make the most noise and all that…
Content first
I was both surprised and pleased when the whole content first idea started to rear its head a couple of years back. Pleased, because without doubt it’s absolutely the right way to work. And surprised, because personally it’s always been the way I’ve done it – I wasn’t aware there was even an alternative way. Content in some form or another is the whole reason we were making the things we were making. I can’t even imagine how you’d start figuring out what a site needs to do, how it should be structured, or how it should look without a really good idea of what that content might be. It baffles me still that this was somehow news to a lot of people. What on earth were they doing? Design without purpose is just folly, surely?
It’s great to see the idea gaining momentum but, having watched it unfold, it occurred to me recently that although it’s fantastic to see a tangible shift in thinking – away from those bleak times, where making things up was somehow deemed an appropriate way to do things – there’s now a new bad guy in town.
With any buzzword solution of the moment, there’s always a catch, and it seems like some have taken the content first approach a little too literally. By which I mean, it’s literally the first thing they do. The project starts, there’s a very cursory nod towards gathering requirements, and off they go, cranking content. Writing copy, making video, commissioning illustrations.
All that’s happened is that the ‘making stuff up’ part has shifted along the line, away from layout and UI, back to the content.
Starting is too easy
I can’t remember where I first heard that phrase, but it’s a great sentiment which applies to so much of what we do on the web. The medium is so accessible and to an extent disposable; throwing things together quickly carries far less burden than in any other industry. We’re used to tweaking as we go, changing bits, iterating things into shape. The ubiquitous beta tag has become the ultimate caveat, and has made the unfinished and unpolished acceptable. Of course, that can work brilliantly in some circumstances. Occasionally, a product offers such a paradigm shift it’s beyond the level of deep planning and prelaunch finessing we’d ideally like. But, in the main, for most client sites we work on, there really is no excuse not to do things properly. To ask the tricky questions, to challenge preconceptions and really understand the Ws behind the products we’re making before we even start.
The four Ws
For product definition, only four of the five Ws really apply, although there’s a lot of discussion around the idea of when being an influencing factor. For example, the context of a user’s engagement with your product is something you can make a call on depending on the specifics of the project.
So, here’s my take on the four essential Ws. I’ll point out here that, of course, these are not intended to be autocratic dictums. Your needs may differ, your clients’ needs may differ, but these four starting points will get you pretty close to where you need to be.
Who
It’s surprising just how many projects start without a real understanding of the intended audience. Many clients think they have an idea, but without really knowing – it’s presumptive at best, and we all know what presumption is the mother of, right? Of course, we can’t know our audiences in the same way a small shop owner might know their customers. But we can at least strive to find out what type of people are likely to be using the product. I’m not talking about deep user research. That should come later.
These are the absolute basics. What’s the context for their visit? How informed are they? What’s their level of comprehension? Are they able to self-identify and relate to categories you have created? I could go on, and it changes on a per-project basis. You’ll only find this out by speaking to them, if not in person, then indirectly through surveys, questionnaires or polls. The mechanism is less important than actually reaching out and engaging with them, because without that understanding it’s impossible to start to design with any empathy.
What
Once you become deeply involved directly with a product or service, it’s notoriously difficult to see things as an outsider would. You learn the thing inside and out, you develop shortcuts and internal phraseology. Colloquialisms creep in. You become too close. So it’s no surprise when clients sometimes struggle to explain what it is their product actually does in a way that others can understand.
Often products are complex but, really, the core reasons behind someone wanting to use that product are very simple. There’s a value proposition for the customer and, if they choose to engage with it, there’s a value exchange. If that proposition or exchange isn’t transparent, then people become confused and will likely go elsewhere. Make sure both your client and you really understand what that proposition is and, in turn, what the expected exchange should be. In a nutshell: what is the intended outcome of that engagement? Often the best way to do this is strip everything back to nothing. Verbosity is rife on the web. Just because it’s easy to create content, that shouldn’t be a reason to do so. Figure out what the value proposition is and then reintroduce content elements that genuinely help explain or present that to a level that is appropriate for the audience.
Why
In advertising, they talk about the truths behind a product or service. Truths can be both tangible or abstract, but the most important part is the resonance those truths hit with a customer. In a digital product or service those truths are often exposed as benefits. Why is this what I need? Why will it work for me? Why should I trust you? The why is one of the more fluffy Ws, yet it’s such an important one to nail. Clients can get prickly when you ask them to justify the why behind their product, but it’s a fantastic way to make sure the value proposition is clear, realistic and meets with the expectations of both client and customer.
It’s our job as designers to question things: we’re not just a pair of hands for clients. Just recently I spoke to a potential client about a site for his business. I asked him why people would use his product and also why his product seemed so fractured in its direction. He couldnt answer that question so, instead of ploughing on regardless, he went back to his directors and is now re-evaluating that business. It was awkward but he thanked me and hopefully he’ll have a better product as a result.
Where
In this instance, where is not so much a geographical thing, although in some cases that level of context may indeed become a influencing factor… The where we’re talking about here is the position of the product in relation to others around it. By looking at competitors or similar services around the one you are designing, you can start to get a sense for many of the things that are otherwise hard to pin down or have yet to be defined. For example, in a collection of sites all selling cars, where does yours fit most closely? Where are the overlaps? How are they communicating to their customers? How is the product range presented or categorized?
It’s good to look around and see how others are doing it. Not in a quest for homogeneity but more to reference or to avoid certain patterns that may or may not make sense for your own particular product. Clients often strive to be different for the sake of it. They feel they need to provide distinction by going against the flow a bit. We know different. We know users love convention. They embrace familiar mental models. They’re comfortable with things that they’ve experienced elsewhere. By showing your client that position is a vital part of their strategy, you can help shape their product into something great.
To conclude
So there we have it – the four Ws. Each part tells a different and vital part of the story you need to be able to make a really good product. It might sound like a lot of work, particularly when the client is breathing down your neck expecting to see things, but without those pieces in place, the story you’re building your product on, and the content that you’re creating to form that product can only ever fit into one genre. Fiction. |
2011 |
Alex Morris |
alexmorris |
2011-12-10T00:00:00+00:00 |
https://24ways.org/2011/context-first/ |
content |
| 287 |
Extracting the Content |
As we throw away our canvas in approaches and yearn for a content-out process, there remains a pain point: the Content. It is spoken of in the hushed tones usually reserved for Lord Voldemort. The-thing-that-someone-else-is-responsible-for-that-must-not-be-named.
Designers and developers have been burned before by not knowing what the Content is, how long it is, what style it is and when the hell it’s actually going to be delivered, in internet eons past. Warily, they ask clients for it. But clients don’t know what to make, or what is good, because no one taught them this in business school. Designers struggle to describe what they need and when, so the conversation gets put off until it’s almost too late, and then everyone is relieved that they can take the cop-out of putting up a blog and maybe some product descriptions from the brochure.
The Content in content out.
I’m guessing, as a smart, sophisticated, and, may I say, nicely-scented reader of the honourable and venerable tradition of 24 ways, that you sense something better is out there. Bunches of boxes to fill in just don’t cut it any more in a responsive web design world. The first question is, how are you going to design something to ensure users have the easiest access to the best Content, if you haven’t defined at the beginning what that Content is? Of course, it’s more than possible that your clients have done lots of user research before approaching you to start this project, and have a plethora of finely tuned Content for you to design with.
Have you finished laughing yet? Alright then. Let’s just assume that, for whatever reason of gross oversight, this hasn’t happened. What next?
Bringing up Content for the first time with a client is like discussing contraception when you’re in a new relationship. It might be awkward and either party would probably rather be doing something else, but it needs to be broached before any action happens (that, and it’s disastrous to assume the other party has the matter in hand). If we can’t talk about it, how can we expect people to be doing it right and not making stupid mistakes? That being the case, how do we talk about Content? Let’s start by finding a way to talk about it without blushing and scuffing our shoes. And there’s a reason I’ve been treating Content as a Proper Noun.
The first step, and I mean really-first-step-way-back-at-the-beginning-of-the-project-while-you-are-still-scoping-out-what-the-hell-you-might-do-for-each-other-and-it’s-still-all-a-bit-awkward-like-a-first-date, is for you to explain to the client how important it is that you, together, work out what is important to your users as part of the user experience design, so that your users get the best user experience. The trouble is that, in most cases, this would lead to blank stares, possibly followed by a light cough and a query about using Comic Sans because it seems friendly.
Let’s start by ensuring your clients understand the task ahead. You see, all the time we talk about the Content we do our clients a big disservice. Content is poorly defined. It looms over a project completion point like an unscalable (in the sense of a dozen stacked Kilimanjaros), seething, massive, singular entity. The Content.
Defining the problem.
We should really be thinking of the Content as ‘contents’; as many parts that come together to form a mighty experience, like hit 90s kids’ TV show Mighty Morphin Power Rangers*.
*For those of you who might have missed the Power Rangers, they were five teenagers with attitude, each given crazy mad individual skillz and a coloured lycra suit from an alien overlord. In return, they had to fight a new monster of the week using their abilities and weaponry in sync (even if the audio was not) and then, finally, in thrilling combination as a Humongous Mechanoid Machine of Awesome. They literally joined their individual selves, accessories and vehicles into a big robot. It was a toy manufacturer’s wet dream.
So, why do I say Content is like the Power Rangers? Because Content is not just a humongous mecha. It is a combination of well-crafted pieces of contents that come together to form a well-crafted humongous mecha. Of Content.
The Red Power Ranger was always the leader. You can imagine your text contents, found on about pages, product descriptions, blog articles, and so on, as being your Red Power Ranger.
Maybe your pictures are your Yellow Power Ranger; video is Blue (not used as much as the others, but really impressive when given a good storyline); maybe Pink is your infographics (it’s wrong to find it sexier than the other equally important Rangers, but you kind of do anyway). And so on.
These bits of content – Red Text Ranger, Yellow Picture Ranger and others – often join together on a page, like they are teaming up to fight the bad guy in an action scene, and when they all come together (your standard workaday huge mecha) in a launched site, that’s when Content becomes an entity.
While you might have a vision for the whole site, Content rarely works that way. Of course, you keep your eye on the bigger prize, the completion of your mega robot, but to get there you need to assemble your working parts, the cogs and springs of contents that will mesh together to finally create your Humongous Mecha of Content. You create parts and join them to form a whole. (It’s rarely seamless; often we need to adjust as we go, but we can create our Mecha’s blueprint by making sure we have all the requisite parts.)
The point here is the order these parts were created. No alien overlord plans a Humongous Mechanoid and then thinks, “Gee, how can I split this into smaller fighting units powered by teenagers in snazzy shiny suits?” No toy manufacturer goes into production of a mega robot, made up of model mecha vehicles with detachable arsenal, without thinking how they will easily fit back together to form the ‘Buy all five now to create the mega robot’ set. No good contents are created as a singular entity and chunked up to be slotted in to place any which way, into the body of a site.
Think contents, not the Content. Think of contents as smaller units, or as a plural. The Content is what you have at the end. The contents are what you are creating and they are easy to break down. You are no longer scaling the unscalable. You can draw the map and plot the path, page by page, section by section.
The page table is your friend
To do this, I use a page table. A page table is a simple table template you can create in the word processor of your choice, that you use to tell you everything about the contents of a page – everything except the contents itself.
Here’s a page table I created for an employee’s guide to redundancy in the alpha.gov.uk website:
Guide to redundancy for employees
Page objective: Provide specific information for employees who are facing redundancy about the process, their options and next steps.
Source content: directgov page on Redundancy.
Scope: In scope
Page title
An employee’s guide to redundancy
Priority content
Message: You have rights as an employee facing redundancy
Method: A guide written in plain English, with links to appropriate additional content.
A video guide (out of scope).
Covers the stages of redundancy and rights for those in trade unions and not in trade unions. Glossary of unfamiliar terms.
Call to action: Read full guide, act to explore redundancy actions, benefits or new employment.
Assets: link to redundancy calculator.
Secondary
Related items, or popular additional links.
Additional tools, such as search and suggestions.
location set v not set states
microcopy encouraging location set where location may make a difference to the content – ie, Scotland/Northern Ireland.
Tertiary
Footer and standard links.
Content creation: Content exists but was created within the constraints of the previous CMS. Review, correct and edit where necessary.
Maintenance: should be flagged for review upon advice from Department of Work and Pensions, and annually.
Technology/Publishing/Policy implications: Should be reviewed once the glossary styles have been decided. No video guide in scope at this time, so languages should be simple and screen reader friendly.
Reliance on third parties: None, all content and source exists in house.
Outstanding questions: None.
Download a copy of this page table
This particular page table template owes a lot to Brain Traffic’s version found in Kristina Halvorson’s book Content Strategy for the Web. With smaller clients than, say, the government, I might use something a bit more casual. With clients who like timescales and deadlines, I might turn it into a covering sheet, with signatures and agreements from two departments who have to work together to get the piece done on time.
I use page tables, and the process of working through them, to reassure clients that I understand the task they face and that I can help them break it down section by section, page stack to page, down to product descriptions and interaction copy. About 80% of my clients break into relieved smiles. Most clients want to work with you to produce something good, they just don’t understand how, and they want you to show them the mountain path on the map. With page tables, clients can understand that with baby steps they can break down their content requirements and commission content they need in time for the designers to work with it (as opposed to around it). If I was Santa, these clients would be on my nice list for sure.
My own special brand of Voldemort-content-evilness comes in how I wield my page tables for the other 20%. Page tables are not always thrilling, I’ll admit. Sometimes they get ignored in favour of other things, yet they are crucial to the continual growth and maintenance of a truly content-led site. For these naughty list clients who, even when given the gift of the page table, continually say “Ooh, yes. Content. Right”, I have a special gift. I have a stack of recycled paper under my desk and a cheap black and white laser printer. And I print a blank page table for every conceivable page I can find on the planned redesign. If I’m feeling extra nice, I hole punch them and put them in a fat binder.
There is nothing like saying, “This is all the contents you need to have in hand for launch”, and the satisfying thud the binder makes as it hits the table top, to galvanize even the naughtiest clients to start working with you to create the content you need to really create in a content-out way. |
2011 |
Relly Annett-Baker |
rellyannettbaker |
2011-12-15T00:00:00+00:00 |
https://24ways.org/2011/extracting-the-content/ |
content |
| 291 |
Information Literacy Is a Design Problem |
Information literacy, wrote Dr. Carol Kulthau in her 1987 paper “Information Skills for an Information Society,” is “the ability to read and to use information essential for everyday life”—that is, to effectively navigate a world built on “complex masses of information generated by computers and mass media.”
Nearly thirty years later, those “complex masses of information” have only grown wilder, thornier, and more constant. We call the internet a firehose, yet we’re loathe to turn it off (or even down). The amount of information we consume daily is staggering—and yet our ability to fully understand it all remains frustratingly insufficient.
This should hit a very particular chord for those of us working on the web. We may be developers, designers, or strategists—we may not always be responsible for the words themselves—but we all know that communication is much more than just words. From fonts to form fields, every design decision that we make changes the way information is perceived—for better or for worse.
What’s more, the design decisions that we make feed into larger patterns. They don’t just affect the perception of a single piece of information on a single site; they start to shape reader expectations of information anywhere. Users develop cumulative mental models of how websites should be: where to find a search bar, where to look at contact information, how to filter a product list.
And yet: our models fail us. Fundamentally, we’re not good at parsing information, and that’s troubling. Our experience of an “information society” may have evolved, but the skills Dr. Kuhlthau spoke of are even more critical now: our lives depend on information literacy.
Patterns from words
Let’s start at the beginning: with the words. Our choice of words can drastically alter a message, from its emotional resonance to its context to its literal meaning. Sometimes we can use word choice for good, to reinvigorate old, forgotten, or unfairly besmirched ideas.
One time at a wedding bbq we labeled the coleslaw BRASSICA MIXTA so people wouldn’t skip it based on false hatred.— Eileen Webb (@webmeadow) November 27, 2016
We can also use clever word choice to build euphemisms, to name sensitive or intimate concepts without conjuring their full details. This trick gifts us with language like “the beast with two backs” (thanks, Shakespeare!) and “surfing the crimson wave” (thanks, Cher Horowitz!).
But when we grapple with more serious concepts—war, death, human rights—this habit of declawing our language gets dangerous. Using more discrete wording serves to nullify the concepts themselves, euphemizing them out of sight and out of mind.
The result? Politicians never lie, they just “misspeak.” Nobody’s racist, but plenty of people are “economically anxious.” Nazis have rebranded as “alt-right.”
I’m not an asshole, I’m just alt-nice.— Andi Zeisler (@andizeisler) November 22, 2016
The problem with euphemisms like these is that they quickly infect everyday language. We use the words we hear around us. The more often we see “alt-right” instead of “Nazi,” the more likely we are to use that phrase ourselves—normalizing the term as well as the terrible ideas behind it.
Patterns from sentences
That process of normalization gets a boost from the media, our main vector of information about the world outside ourselves. Headlines control how we interpret the news that follows—even if the story contradicts it in the end. We hear the framing more clearly than the content itself, coloring our interpretation of the news over time.
Even worse, headlines are often written to encourage clicks, not to convey critical information. When headline-writing is driven by sensationalism, it’s much, much easier to build a pattern of misinformation. Take this CBS News headline: “Donald Trump: ‘Millions’ voted illegally for Hillary Clinton.” The headline makes no indication that this an objectively false statement; instead, this word choice subtly suggestions that millions did, in fact, illegally vote for Hillary Clinton.
Headlines like this are what make lying a worthwhile political strategy. https://t.co/DRjGeYVKmW— Binyamin Appelbaum (@BCAppelbaum) November 27, 2016
This is a deeply dangerous choice of words when headlines are the primary way that news is conveyed—especially on social media, where it’s much faster to share than to actually read the article. In fact, according to a study from the Media Insight Project, “roughly six in 10 people acknowledge that they have done nothing more than read news headlines in the past week.”
If a powerful person asserts X there are 2 responsible ways to cover:1. “X is true”2. “Person incorrectly thinks X”Never “Person says X”— Helen Rosner (@hels) November 27, 2016
Even if we do, in fact, read the whole article, there’s no guarantee that we’re thinking critically about it. A study conducted by Stanford found that “82 percent of students could not distinguish between a sponsored post and an actual news article on the same website. Nearly 70 percent of middle schoolers thought they had no reason to distrust a sponsored finance article written by the CEO of a bank, and many students evaluate the trustworthiness of tweets based on their level of detail and the size of attached photos.”
Friends: our information literacy is not very good. Luckily, we—workers of the web—are in a position to improve it.
Sentences into design
Consider the presentation of those all-important headlines in social media cards, as on Facebook. The display is a combination of both the card’s design and the article’s source code, and looks something like this:
A large image, a large headline; perhaps a brief description; and, at the bottom, in pale gray, a source and an author’s name.
Those choices convey certain values: specifically, they suggest that the headline and the picture are the entire point. The source is so deemphasized that it’s easy to see how fake news gains a foothold: daily exposure to this kind of hierarchy has taught us that sources aren’t important.
And that’s the message from the best-case scenario. Not every article shows every piece of data. Take this headline from the BBC: “Wisconsin receives request for vote recount.”
With no image, no description, and no author, there’s little opportunity to signal trust or provide nuance. There’s also no date—ever—which presents potentially misleading complications, especially in the context of “breaking news.”
And lest you think dates don’t matter in the light-speed era of social media, take the headline, “Maryland sidesteps electoral college.” Shared into my feed two days after the US presidential election, that’s some serious news with major historical implications. But since there’s no date on this card, there’s no way for readers to know that the “Tuesday” it refers to was in 2007. Again, a design choice has made misinformation far too contagious.
More recently, I posted my personal reaction to the death of Fidel Castro via a series of twenty tweets. Wanting to share my thoughts with friends and family who don’t use Twitter, I then posted the first tweet to Facebook. The card it generated was less than ideal:
The information hierarchy created by this approach prioritizes the name of the Twitter user (not even the handle), along with the avatar. Not only does that create an awkward “headline” (at least when you include a full stop in your name), but it also minimizes the content of the tweet itself—which was the whole point.
The arbitrary elevation of some pieces of content over others—like huge headlines juxtaposed with minimized sources—teaches readers that these values are inherent to the content itself: that the headline is the news, that the source is irrelevant. We train readers to stop looking for the information we don’t put in front of them.
These aren’t life-or-death scenarios; they are just cases where design decisions noticeably dictate the perception of information. Not every design decision makes so obvious an impact, but the impact is there. Every single action adds to the pattern.
Design with intention
We can’t necessarily teach people to read critically or vet their sources or stop believing conspiracy theories (or start believing facts). Our reach is limited to our roles: we make websites and products for companies and colleges and startups.
But we have more reach there than we might realize. Every decision we make influences how information is presented in the world. Every presentation adds to the pattern. No matter how innocuous our organization, how lowly our title, how small our user base—every single one of us contributes, a little bit, to the way information is perceived.
Are we changing it for the better?
While it’s always been crucial to act ethically in the building of the web, our cultural climate now requires dedicated, individual conscientiousness. It’s not enough to think ourselves neutral, to dismiss our work as meaningless or apolitical. Everything is political. Every action, and every inaction, has an impact.
As Chappell Ellison put it much more eloquently than I can:
Every single action and decision a designer commits is a political act. The question is, are you a conscious actor?— Chappell Ellison🤔 (@ChappellTracker) November 28, 2016
As shapers of information, we have a responsibility: to create clarity, to further understanding, to advance truth. Every single one of us must choose to treat information—and the society it builds—with integrity. |
2016 |
Lisa Maria Martin |
lisamariamartin |
2016-12-14T00:00:00+00:00 |
https://24ways.org/2016/information-literacy-is-a-design-problem/ |
content |
| 1 |
Why Bother with Accessibility? |
Web accessibility (known in other fields as inclusive design or universal design) is the degree to which a website is available to as many people as possible. Accessibility is most often used to describe how people with disabilities can access the web.
How we approach accessibility
In the web community, there’s a surprisingly inconsistent approach to accessibility. There are some who are endlessly dedicated to accessible web design, and there are some who believe it so intrinsic to the web that it shouldn’t be considered a separate topic. Still, of those who are familiar with accessibility, there’s an overwhelming number of designers, developers, clients and bosses who just aren’t that bothered.
Over the last few months I’ve spoken to a lot of people about accessibility, and I’ve heard the same reasons to ignore it over and over again. Let’s take a look at the most common excuses.
Excuse 1: “People with disabilities don’t really use the web”
Accessibility will make your site available to more people — the inclusion case
In the same way that the accessibility of a building isn’t just about access for wheelchair users, web accessibility isn’t just about blind users and screen readers. We can affect positively the lives of many people by making their access to the web easier.
There are four main types of disability that affect use of the web:
Visual
Blindness, low vision and colour-blindness
Auditory
Profoundly deaf and hard of hearing
Motor
The inability to use a mouse, slow response time, limited fine motor control
Cognitive
Learning difficulties, distractibility, the inability to focus on large amounts of information
None of these disabilities are completely black and white
Examining deafness, it’s clear from the medical scale that there are many grey areas between full hearing and total deafness:
mild
moderate
moderately severe
severe
profound
totally deaf
For eyesight, and brain conditions that affect what users see, there is a huge range of conditions and challenges:
astigmatism
colour blindness
akinetopsia (motion blindness)
scotopic visual sensitivity (visual stress related to light)
visual agnosia (impaired recognition or identification of objects)
While we might have medical and government-recognised definitions that tell us what makes a disability, day-to-day life is not so straightforward. People experience varying degrees of different conditions, and often one or more conditions at a time, creating a false divide when you view disability in terms of us and them.
Impairments aren’t always permanent
As we age, we’re more likely to experience different levels of visual, auditory, motor and cognitive impairments. We might have an accident or illness that affects us temporarily. We might struggle more earlier or later in the day. There are so many little physiological factors that affect the way people interact with the web that we can’t afford to make any assumptions based on our own limited experiences.
Impairments might be somewhere between the user and the website
There are also impairments that aren’t directly related to the user. Environmental factors have a huge effect on the way people interact with the web. These could be:
Low bandwidth, or intermittent internet connection
Bright light, rain, or other weather-based conditions
Noisy environments, or a location where the user doesn’t want to disturb their neighbours with sound
Browsing with mobile devices, games consoles and other non-desktop devices
Browsing with legacy browsers or operating systems
Such environmental factors show that it’s not just those with physical impairments who benefit from more accessible websites. We started designing responsive websites so we could be more future-friendly, and with a shared goal of better optimised experiences, accessibility should be at the core of responsive web design.
Excuse 2: “We don’t want to affect the experience for the majority of our users”
Accessibility will improve your site for all your users — the usability case
On a basic level, the different disability groups, as shown in the inclusion case, equate to simple usability goals:
Visual – make it easy to read
Auditory – make it easy to hear
Motor – make it easy to interact
Cognitive – make it easy to understand and focus
Taking care to ensure good usability in these areas will also have an impact on accessibility. Unless your site is catering specifically to a particular disability, where extreme optimisation is most beneficial, taking care to design with accessibility in mind will rarely negatively affect the experience of your wider audience.
Excuse 3: “We don’t have the budget for accessibility”
Accessibility will make you money — the business case
By reducing your audience through ignoring accessibility, you’re potentially excluding the income from those users. Designing with accessibility in mind from the beginning of a project makes it easier to make small inexpensive optimisations as part of the design and development process, rather than bolting on costly updates to increase your potential audience later on.
The following are excerpts from a white paper about companies that increased the accessibility of their websites to comply with government regulation.
Improvements in accessibility doubled Legal and General’s life insurance sales online.
Improvements in accessibility increased Tesco’s grocery home delivery sales by £13 million in 2005… To their surprise they found that many normal visitors preferred the ease of navigation and improved simplicity of the [parallel] accessible site and switched to use it. Tesco have replaced their ‘normal’ site with their accessible version and expect a further increase in revenues.
Improvements in accessibility increased Virgin.net sales by 68%.
Statistics all from WSI white paper: Improve your website’s usability and accessibility to increase sales (PDF).
Excuse 4: “Accessible websites are ugly”
Accessibility won’t stop your site from being beautiful — the beauty case
Many people use ugly accessible websites as proof that all accessible websites are ugly. This just isn’t the case. I’ve compiled some examples of beautiful and accessible websites with screenshots of how they look through the Color Oracle simulator and how they perform when run through Webaim’s Wave accessibility checker tool.
While automated tools are no substitute for real users, they can help you learn more about good practices, and give you guidance on where your site needs improvements to make it more accessible.
Amazon.co.uk
It may not be a decorated beauty, but Amazon is often first in functional design. It’s a huge website with a lot of interactive content, but it generates just five errors on the Wave test, and is easy to read under a Color Oracle filter.
Screenshot of Amazon website
Screenshot of Amazon’s Wave results – five errors
Screenshot of Amazon through a Color Oracle filter
24 ways
When Tim Van Damme redesigned 24 ways back in 2007, it was a striking and unusual design that showed what could be achieved with CSS and some imagination. Despite the complexity of the design, it gets an outstanding zero errors on the Wave test, and is still readable under a Color Oracle filter.
Screenshot of pre-2013 24 ways website design
Screenshot of 24 ways Wave results – zero errors
Screenshot of 24ways through a Color Oracle filter
Opera’s Shiny Demos
Demos and prototypes are notorious for ignoring accessibility, but Opera’s Shiny Demos site shows how exploring new technologies doesn’t have to exclude anyone. It only gets one error on the Wave test, and looks fine under a Color Oracle filter.
Screenshot of Opera’s Shiny Demos website
Screenshot of Opera’s Shiny Demos Wave results – 1 error
Screenshot of Opera’s Shiny Demos through a Color Oracle filter
SoundCloud
When a site is more app-like, relying on more interaction from the user, accessibility can be more challenging. However, SoundCloud only gets one error on the Wave test, and the colour contrast holds up well under a Color Oracle filter.
Screenshot of SoundCloud website
Screenshot of SoundCloud’s Wave results – one error
Screenshot of SoundCloud through a Color Oracle filter
Education and balance
As with most web design, doing accessibility well is about combining your knowledge of accessibility with your project’s context to create a balance that serves your users’ needs. Your types of content and interactions will dictate one set of constraints. Your users’ needs and goals will dictate another. In broad terms, web design as a practice is finding the equilibrium between these constraints.
And then there’s just caring. The web as a platform is open, affordable and available to many. Accessibility is our way to ensure that nobody gets shut out. |
2013 |
Laura Kalbag |
laurakalbag |
2013-12-10T00:00:00+00:00 |
https://24ways.org/2013/why-bother-with-accessibility/ |
design |
| 6 |
Run Ragged |
You care about typography, right? Do you care about words and how they look, read, and are understood? If you pick up a book or magazine, you notice the moment something is out of place: an orphan, rivers within paragraphs of justified prose, or caps masquerading as small caps. So why, I ask you, is your stance any different on the web?
We’re told time and time again that as a person who makes websites we have to get comfortable with our lack of control. On the web, this is a feature, not a bug. But that doesn’t mean we have to lower our standards, or not strive for the same amount of typographic craft of our print-based cousins. We shouldn’t leave good typesetting at the door because we can’t control the line length.
When I typeset books, I’d spend hours manipulating the text to create a pleasurable flow from line to line. A key aspect of this is manicuring the right rag — the vertical line of words on ranged-left text. Maximising the space available, but ensuring there are no line breaks or orphaned words that disrupt the flow of reading. Setting a right rag relies on a bunch of guidelines — or as I was first taught to call them, violations!
Violation 1. Never break a line immediately following a preposition
Prepositions are important, frequently used words in English. They link nouns, pronouns and other words together in a sentence. And links should not be broken if you can help it. Ending a line on a preposition breaks the join from one word to another and forces the reader to work harder joining two words over two lines.
For example:
The container is for the butter
The preposition here is for and shows the relationship between the butter and the container. If this were typeset on a line and the line break was after the word for, then the reader would have to carry that through to the next line. The sentence would not flow.
There are lots of prepositions in English – about 150 – but only 70 or so in use.
Violation 2. Never break a line immediately following a dash
A dash — either an em-dash or en-dash — can be used as a pause in the reading, or as used here, a point at which you introduce something that is not within the flow of the sentence. Like an aside. Ending with a pause on the end of the line would have the same effect as ending on a preposition. It disrupts the flow of reading.
Violation 3. No small words at the end of a line
Don’t end a line with small words. Most of these will actually be covered by violation №1. But there will be exceptions. My general rule of thumb here is not to leave words of two or three letters at the end of a line.
Violation 4. Hyphenation
In print, hyphens are used at the end of lines to join words broken over a line break. Mostly, this is used in justified body text, and no doubt you will be used to seeing it in newspapers or novels. A good rule of thumb is to not allow more than two consecutive lines to end with a hyphen.
On the web, of course, we can use the CSS hyphens property. It’s reasonably supported with the exception of Chrome. Of course, it works best when combined with justified text to retain the neat right margin.
Violation 5. Don’t break emphasised phrases of three or fewer words
If you have a few words emphasised, for example:
He calls this problem definition escalation
…then try not to break the line among them. It’s important the reader reads through all the words as a group.
How do we do all of that on the web?
All of those guidelines are relatively easy to implement in print. But what about the web? Where content is poured into a template from a CMS? Well, there are things we can do. Meet your new friend, the non-breaking space, or as you may know them: .
The guidelines above are all based on one decision for the typesetter: when should the line break?
We can simply run through a body of text and add the based on these sets of questions:
Are there any prepositions in the text? If so, add a after them.
Are there any dashes? If so, add a after them.
Are there any words of fewer than three characters that you haven’t already added spaces to? If so, add a after them.
Are there any emphasised groups of words either two or three words long? If so, add a in between them.
For a short piece of text, this isn’t a big problem. But for longer bodies of text, this is a bit arduous. Also, as I said, lots of websites use a CMS and just dump the text into a template. What then? We can’t expect our content creators to manually manicure a right rag based on these guidelines. In this instance, we really need things to be automatic.
There isn’t any reason why we can’t just pass the question of when to break the line straight to the browser by way of a script which compares the text against a set of rules. In plain English, this script could be to scan the text for:
Prepositions. If found, add after them.
Dashes. If found, add after them.
Words fewer than three characters long that aren’t prepositions. If found, add after them.
Emphasised phrases of up to three words in length. If found, add between all of the words.
And there we have it.
A note on fluidity
An important consideration of this script is that it doesn’t scan the text to see what is at the end of a line. It just looks for prepositions, dashes, words fewer than three characters long, and emphasised words within paragraphs and applies the accordingly regardless of where the thing lives. This is because in a fluid layout a word might appear in the beginning, middle or the end of a line depending on the width of the browser. And we want it to behave in the right way when it does find itself at the end.
See it in action!
My friend and colleague, Nathan Ford, has written a small JavaScript called Ragadjust that does all of this automatically. The script loops through a webpage, compares the text against the conditions, and then inserts in the places that violate the conditions above.
You can get the script from GitHub and see it in action on my own website.
Some caveats
As my friend Jon Tan says, “There are no rules in typography, just good or bad decisions”, and typesetting the right rag is no different.
The guidelines for the violations above are useful for justified text, too. But we need to be careful here. Too stringent adherence to these violations could lead to ugly gaps in our words — called rivers — as the browser forces justification.
The violation regarding short words at the end of sentences is useful for longer line lengths, or measures, of text. When the measure gets shorter, maybe five or six words, then we need to be more forgiving as to what wraps to the next line and what doesn’t. In fact, you can see this happening on my site where I’ve not included a check on the size of the browser window (purposefully, for this demo, of course. Ahem).
This article is about applying these guidelines to English. Some of them will, no doubt, cross over to other languages quite well. But for those languages, like German for instance, where longer words tend to be in more frequent use, then some of the rules may result in a poor right rag.
Marginal gains
In 2007, I spoke with Richard Rutter at SXSW on web typography. In that talk, Richard and I made a point that good typographic design — on the web, in print; anywhere, in fact — relies on small, measurable improvements across an entire body of work. From heading hierarchy to your grid system, every little bit helps. In and of themselves, these little things don’t really mean that much. You may well have read this article, shrugged your shoulders and thought, “Huh. So what?” But these little things, when added up, make a difference. A difference between good typographic design and great typographic design.
Appendix
Preposition whitelist
aboard
about
above
across
after
against
along
amid
among
anti
around
as
at
before
behind
below
beneath
beside
besides
between
beyond
but
by
concerning
considering
despite
down
during
except
excepting
excluding
following
for
from
in
inside
into
like
minus
near
of
off
on
onto
opposite
outside
over
past
per
plus
regarding
round
save
since
than
through
to
toward
towards
under
underneath
unlike
until
up
upon
versus
via
with
within
without |
2013 |
Mark Boulton |
markboulton |
2013-12-24T00:00:00+00:00 |
https://24ways.org/2013/run-ragged/ |
design |
| 12 |
Untangling Web Typography |
When I was a carpenter, I noticed how homeowners often had this deer-in-the-headlights look when the contractor I worked for would ask them to make tons of decisions, seemingly all at once.
Square or subway tile? Glass or ceramic? Traditional or modern trim details? Flat face or picture frame cabinets? Real wood or laminate flooring? Every day the decisions piled up and were usually made in the context of that room, or that part of that room. Rarely did the homeowner have the benefit of taking that particular decision in full view of the larger context of the project. And architectural plans? Sure, they lay out the broad strokes, but there is still so much to decide.
Typography is similar. Designers try to make sites that are easy to use and understand visually. They labour over the details of line height, font size, line length, and font weights. They consider the relative merits of different typographical scales for applications versus content-driven sites. Frequently, designers consider all of this in the context of one page, feature, or view of an application. They are asked to make a million tiny decisions.
Sometimes designers just bump up the font size until it looks right.
I don’t see anything wrong with that. Instincts are important. Designing in context is easier. It’s OK to leave the big picture until later. Design a bunch of things, and then look for the patterns. You can’t always know everything up front. How does the current feature relate to all the other features on the site? For a large site, just like for a substantial remodel, the number of decisions you would need to internalize to make that knowable would be prohibitively large.
When typography goes awry
I should be honest. I know very little about typography. I struggle to understand vertical rhythm and the math in Tim Ahrens’s talks about the interaction between type design and rendering technology kind of melted my brain. I have an unusual perspective because I’m not the one making the design decisions, but I am the one implementing them and often cleaning up when a project goes off the rails.
I’ve seen projects with thousands of font-size declarations and headings. One project even had over ten thousand margin declarations. So while I appreciate creative exploration, I’m also eager to establish patterns in typography and make sure we aren’t choosing not to choose. Or, choosing all the things.
Analyzing a site’s typography
Most of my projects start out with an evaluation of the client’s existing CSS. I look for duplication in the CSS by using Grep, though functionality is landing soon in CSS Lint to do the same thing automatically. The goal is to find the underlying missing abstractions that, once in place, would allow developers to create new functionality without needing to write additional CSS. In addition to that, my team and I would comb through each site (generally, around ten pages is enough to get the big picture), and take screenshots of each of the components we found.
In this way, we could look for subtle visual differences that were unlikely to add value to the user. By correcting these differences, we could help make the design more consistent, and at the same time the code leaner and more performant. Typography is much like a homeowner who chooses to incorporate too many disparate design elements, pairing a mid-century modern sofa with flowered country cottage curtains. Often the typography of a site ends up collecting an endless array of new typefaces as the site’s overall styles evolve. Designers come and go on a project, and eventually no one can remember how the 16px Verdana got into the codebase.
Automation
We used to do this work by hand. It was incredibly tedious. We’d go through the site, taking screenshots and meticulously documenting the style information we found. We didn’t have to do that many times before it became incredibly clear that the task needed to be automated. So we built a little tool called the Type-o-matic that could do it for us.
To try it on your site:
Download and install the Firebug extension to Firefox
Download and install the Type-o-matic extension to Firebug (I know, I fully intend to port it to Chrome)
Now, visit the site you’d like to test
Right click and choose Inspect element with Firebug
Now click on the Typography tab
Click Persist
Click Generate Report
Choose which pages to analyze (we’ve found that ten is a good number to get the big picture, but you can analyze as many as you’d like — it will even work on just one page!)
Now navigate to other pages, and on each subsequent page, click Generate Report
The table of results can be a bit difficult to interact with, so you can always click Copy to clipboard, and copy the results (JSON).
A screenshot of Type-o-matic in action
What does this data mean?
When you’ve analyzed as many pages or different views as you’d like, you’ll start to see some interesting patterns emerge in the data. In the right-hand column, you’ll see examples of how each kind of typography we found has been used in a real context on your site. It is organized by color and then by size so you can easily see how you are using typography.
The next thing you’ll want to take a look at is in the first column, called “Count”. We’ve counted how many times you’ve used each combination of typographical styles. This can be incredibly helpful when deciding which styles were intentional, versus one-off color pick errors or experiments that never got removed from the code base. If you’ve used one color blue 1,400 times, and another just 23, it’s pretty obvious which is more in line with broader site-wide styles.
Consistency before perfection
It can be really tempting to try to make everything perfect — to try to make every decision final. When you use the data you can collect from this tool, I’d recommend trying to get to consistent before you try to make things perfect. Stop using fifteen different shades of blue type first, and then if you want to change to a new blue, go for it! You’ll be able to make design changes much more easily once you’ve reduced the total number of typographical styles you rely on.
Lower the importance of the decisions you are making. Our sites, like ourselves, are always a work in progress. Or, as a carpenter I used to work with said, “You’re not building a fucking piano.” We’re not building houses. We can choose one typeface today and a different one tomorrow. It is OK to experiment. Be brave. |
2013 |
Nicole Sullivan |
nicolesullivan |
2013-12-20T00:00:00+00:00 |
https://24ways.org/2013/untangling-web-typography/ |
design |
| 13 |
Data-driven Design with an Annual Survey |
Too often, we base designs on assumptions that don’t match customer perspectives. Why? Because the data we need to make informed decisions isn’t available.
Imagine starting off the year with a treasure trove of user data that can be filtered, sliced, and diced to inform new UI designs, help you discover where users struggle the most, and expose emerging trends in your customers’ needs that could lead to new features. Why, that would be useful indeed. And it’s easy to obtain by conducting an annual survey.
Annual surveys may seem as exciting as receiving socks and undies for Christmas, but they’re the gift that keeps on giving all year long (just like fresh socks and undies). I’m not ashamed to admit it: I love surveys! Each time my design research team runs a survey, we learn so much about customer motivations, interests, and behaviors.
Surveys provide an aggregate snapshot of your users that can’t easily be obtained by other research methods, and they can be conducted quickly too. You can build a survey in a few hours, run a pilot test in a day, and have real results streaming in the following day. Speed is essential if design research is going to keep pace with a busy product release schedule.
Surveys are also an invaluable springboard for customer interviews, which provide deep perspectives on user behavior. If you play your cards right as you construct your survey, you can capture a user ID and an email address for each respondent, making it easy to get in touch with customers whose feedback is particularly intriguing. No more recruiting customers for your research via Twitter or through a recruiting company charging a small fortune. You can filter survey responses and isolate the exact customers to talk with in moments, not months.
I love this connected process of sending targeted surveys, filtering the results, and then — with surgical precision — selecting just the right customers to interview. Not only is it fast and cheap, but it lets design researchers do quantitative and qualitative research in a coordinated way. Aggregate survey responses help you quantify the perspectives of different user segments, and interviews help you get into the heads of your customers.
An annual survey can give your team the data needed to make more informed designs in the new year. It all starts with a plan.
Planning your survey
Before you start jotting down questions to ask users, spend some time thinking about the work your team will be doing in the coming year. Are you planning new mobile apps or a responsive redesign? Then questions about devices used and behaviors around mobile devices might be in order. Rethinking your content strategy? Then you might want to ask a few questions about how your customers consume content.
You can’t predict all of the projects you’ll be working on in the coming year, but tuck a couple of sections in your survey about the projects you’re certain about. This will give you the research you need to start new projects with solid foundational data.
Google Drive is a great place to start collaboratively building survey questions with colleagues. Questions that seem crystal clear in your head get challenged, refined, or even expanded quickly when the entire team can chime in.
As you craft your survey, try to consider how you’ll filter it once all of the data is compiled. Do you need to see responses by industry, by age of an account, by devices used, or by size of company? Adding the right filter questions can help you discover fascinating patterns in user segments. Filtering on responses to a few questions can surface insights like: customers in non-profit companies with more than 100 employees are 17% more likely to use an Android phone and are most attracted to features A, D, and F. A designer working on the landing page for a non-profit would love to have concrete information like this. Filter questions are key, so consider them carefully. But don’t go overboard — too many of them and you’ll start to hurt your survey response rate.
Multiple choice questions are the heart of most surveys because respondents can complete them quickly, which increases response rate, and researchers can analyze them without a lot of manual categorization. Open text field questions are valuable too, but be careful not to add too many to your survey. You’ll hate yourself after the survey’s done and you have to sort through and tag thousands of open responses so patterns become visible. Oy vey!
An open-ended question works well towards the end of the survey. At this point respondents have a lot of topics swirling around in their head and tend to say weird things that will pique your interest. This is where you’ll find the outliers who are using your product. They’ll be fascinating to interview, and on occasion will help you see your work in a brand new way.
Conclude your survey with a question asking permission to get in touch for a followup interview so you don’t pester people who want to be left alone.
With your questions nailed down, it’s time to build out that survey and get it ready for sending!
Building your survey
There are dozens of apps you could use to build your survey, but SurveyMonkey is the one that I prefer. It lets you pass in variables for each respondent such as user ID and email address. Metadata about respondents is essential if you’re going to do any follow-up interviews with your customers in the coming year. SurveyMonkey also makes it easy to set up question logic, showing questions to customers only if they responded in a certain way to a prior question. This helps you avoid asking irrelevant questions to some respondents.
Determining survey recipients
Once you’ve chosen a survey tool and entered all of your questions, you need to gather a list of recipients. Your first instinct will be to send it to everyone. You might say, “I need maximum response and metric shit tons of data!” But this is rarely the best approach — broad distribution almost always leads to lower response rates, increased noise, and decreased signal in your data. Are there subsets of customers you could send to, like only those who are active, those who are paying, or have been with you for a certain length of time? Talk to the keepers of your customer database and see how they can segment it so you can be certain you’re talking to just the people who will have the most relevant responses for your needs.
If you want to get super nerdy when finding the right customer sample to survey, use a [sample size calculator]. Sampling is a deep subject best explored in other articles.
Crafting your survey email
After focusing your energies on writing and building your survey, the email asking your customers to respond seems almost trivial, but it will greatly influence your response rate. Take great care when writing your subject line and the body of the email. If you can pull it off, A/B testing subject lines can greatly improve the open rate of your email and click-through to your survey. My design research team has seen a ~10% increase in open and click rates when we A/B tested. We’ve found that personalizing subject lines and greetings with the recipients name (ie. “Hey, Aarron. How can we make our app work better for you?”) gave us the best response rates. Your mileage may vary.
The tone of your email is important — be friendly, honest, and to the point. Those that are passionate about your product will be happy to share their perspective. Writing a survey email that people will actually respond to ain’t easy — in fact, they’re almost always annoying. But Ben Chestnut found a non-annoying way to send a survey email and improve response rates.
The email sent for the 2013 MailChimp survey let customers know what we’d been up to in the previous year, and invited feedback on what we should work on in the coming year.
The link to your survey should be a clear call to action. A big button with a label like “Answer a few questions” generally does the trick. The URL linking to the survey will need to include some variables like user ID and email. It might look something like this if you’re using SurveyMonkey:
http://surveymonkey.com/s/somesurveyid/?uid=*|UID|*&email=*|email|*
As each email is sent, the proper data will be populated in the variables, passing it on to the survey app for inclusion in each response. This is the magic that will help you pinpoint customers to interview down the road, so take special care to test that all is working before sending to all recipients. How you construct the survey link will vary depending on what survey tool and email service provider you use, so don’t take my example as gospel. You’ll need to read the documentation for your survey and email apps to set things up properly.
Pilot before sending
By now, you’ve whipped yourself into a fever pitch over your brilliant survey and the data you hope to collect. Your finger is on the send button, poised for action, but there’s one very important thing to do before you send to the entire list of customers: send a pilot email. How do you know if your questions are clear, your form logic is sound, and you’re passing variables from the email to the survey properly? You won’t, unless you send to a small segment of your recipients first.
The data collected in your pilot will make plain where your survey needs refinement. This data won’t be used in your final analysis, as you’re probably going to make a few changes to your questions.
Send the pilot survey to enough people that you can really stress test the clarity of the questions and data you’re gathering, while considering how much data can you comfortably throw out. If you’re sending your final survey to a few thousand people, you might find a couple of hundred recipients for your pilot will give you enough insight into what to improve while leaving the vast majority of the recipients for your final survey.
After you’ve sent your pilot, made your survey adjustments, and ensured the variables are being passed from your email into the survey app, you’re ready to send to the remainder of your customers. This is your moment of glory!
Analyzing your results
After a couple of weeks you can probably safely close the survey so no other responses come in as you transition from data gathering to data analysis. Any survey app worth its salt will chart responses to your multiple choice questions. Reviewing these charts is a great place to start your analysis. Is there anything particularly interesting that stands out? Jot down some of your observations. I like to print screenshots of the charts for each question, highlighting areas of interest. These prints become a particularly handy reference point for the next step in your analysis.
Printing results from a survey makes comparing different customers easy.
Viewing aggregate data about all responses is interesting, but the deltas between different types of customers are where the real revelations happen. Remember those filter questions you added to your survey? They’re the tool that’ll help you compare customer segments.
Most survey apps will let you filter the data based on response to a question. If the one you’re using doesn’t, you can always export your data and create pivot tables in Excel. Try filtering your data based on one of your filter questions, such as industry, company size, or devices used. Now compare those printed screenshots of baseline responses to the filtered data. Chances are you’ll see some significant differences in how each group responded to your questions, giving you clues about the variance in interests and motivations in customer segments and a leg up as you work on future design projects.
Open-ended responses are equally interesting, but much more time-consuming to analyze. Yes, you need to read through thousands of responses, some of which are constructive and some of which are not. Taking the time to tag each open response will help you see trends and filter out the responses that are unhelpful.
Unlike questions with predefined answers, open-ended responses let users express unique ideas and use cases you may not be looking for. The tedium of reading thousands of response is always cut by eureka moments when users tell you something fascinating that changes your perspective on your app. These are the folks you want to pull out for follow-up interviews. Because you’ve already captured their email addresses when you set up your survey and your email, getting in touch will be a piece of cake.
Filter, compare, interview, and summarize; then share your findings with your colleagues. Reports are great for head honchos, but if you want to really inform and inspire, create a video, a poster series, or even a comic to communicate what you’ve learned. Want to get really fancy? Store your survey results in a centrally accessible location so anyone in your company can research and discover the insights they need to make more informed designs.
Good design researchers discover valuable insights. Great design researchers turn those insights into stories.
Conclusion
As we enter the new year, it’s a great time to reflect on the work we’ve done in the past and how we can do better in the future. Without a doubt, designers working with a foundation of insights about customers can make more effective UIs. But designers aren’t the only ones who stand to gain from the data collected in an annual survey—anyone who makes things for or communicates with customers will find themselves empowered to do better work when they know more about the people they serve. The data you collect with your survey is a fantastic holiday gift to your colleagues, one that they’ll appreciate throughout the year. |
2013 |
Aarron Walter |
aarronwalter |
2013-12-13T00:00:00+00:00 |
https://24ways.org/2013/data-driven-design-with-an-annual-survey/ |
design |
| 26 |
Integrating Contrast Checks in Your Web Workflow |
It’s nearly Christmas, which means you’ll be sure to find an overload of festive red and green decorating everything in sight—often in the ugliest ways possible.
While I’m not here to battle holiday tackiness in today’s 24 ways, it might just be the perfect reminder to step back and consider how we can implement colour schemes in our websites and apps that are not only attractive, but also legible and accessible for folks with various types of visual disabilities.
This simulated photo demonstrates how red and green Christmas baubles could appear to a person affected by protanopia-type colour blindness—not as festive as you might think. Source: Derek Bruff
I’ve been fortunate to work with Simply Accessible to redesign not just their website, but their entire brand. Although the new site won’t be launching until the new year, we’re excited to let you peek under the tree and share a few treats as a case study into how we tackled colour accessibility in our project workflow. Don’t worry—we won’t tell Santa!
Create a colour game plan
A common misconception about accessibility is that meeting compliance requirements hinders creativity and beautiful design—but we beg to differ. Unfortunately, like many company websites and internal projects, Simply Accessible has spent so much time helping others that they had not spent enough time helping themselves to show the world who they really are. This was the perfect opportunity for them to practise what they preached.
After plenty of research and brainstorming, we decided to evolve the existing Simply Accessible brand. Or, rather, salvage what we could. There was no established logo to carry into the new design (it was a stretch to even call it a wordmark), and the Helvetica typography across the site lacked any character. The only recognizable feature left to work with was colour. It was a challenge, for sure: the oranges looked murky and brown, and the blues looked way too corporate for a company like Simply Accessible. We knew we needed to inject a lot of personality.
The old Simply Accessible website and colour palette.
After an audit to round up every colour used throughout the site, we dug in deep and played around with some ideas to bring some new life to this palette.
Choose effective colours
Whether you’re starting from scratch or evolving an existing brand, the first step to having an effective and legible palette begins with your colour choices. While we aren’t going to cover colour message and meaning in this article, it’s important to understand how to choose colours that can be used to create strong contrast—one of the most important ways to create hierarchy, focus, and legibility in your design.
There are a few methods of creating effective contrast.
Light and dark colours
The contrast that exists between light and dark colours is the most important attribute when creating effective contrast.
Try not to use colours that have a similar lightness next to each other in a design.
The red and green colours on the left share a similar lightness and don’t provide enough contrast on their own without making some adjustments. Removing colour and showing the relationship in greyscale reveals that the version on the right is much more effective.
It’s important to remember that red and green colour pairs cause difficulty for the majority of colour-blind people, so they should be avoided wherever possible, especially when placed next to each other.
Complementary contrast
Effective contrast can also be achieved by choosing complementary colours (other than red and green), that are opposite each other on a colour wheel.
These colour pairs generally work better than choosing adjacent hues on the wheel.
Cool and warm contrast
Contrast also exists between cool and warm colours on the colour wheel.
Imagine a colour wheel divided into cool colours like blues, purples, and greens, and compare them to warm colours like reds, oranges and yellows.
Choosing a dark shade of a cool colour, paired with a light tint of a warm colour will provide better contrast than two warm colours or two cool colours.
Develop colour concepts
After much experimentation, we settled on a simple, two-colour palette of blue and orange, a cool-warm contrast colour scheme. We added swatches for call-to-action messaging in green, error messaging in red, and body copy and form fields in black and grey. Shades and tints of blue and orange were added to illustrations and other design elements for extra detail and interest.
First stab at a new palette.
We introduced the new palette for the first time on an internal project to test the waters before going full steam ahead with the website. It gave us plenty of time to get a feel for the new design before sharing it with the public.
Putting the test palette into practice with an internal report
It’s important to be open to changes in your palette as it might need to evolve throughout the design process. Don’t tell your client up front that this palette is set in stone. If you need to tweak the colour of a button later because of legibility issues, the last thing you want is your client pushing back because it’s different from what you promised.
As it happened, we did tweak the colours after the test run, and we even adjusted the logo—what looked great printed on paper looked a little too light on screens.
Consider how colours might be used
Don’t worry if you haven’t had the opportunity to test your palette in advance. As long as you have some well-considered options, you’ll be ready to think about how the colour might be used on the site or app.
Obviously, in such early stages it’s unlikely that you’re going to know every element or feature that will appear on the site at launch time, or even which design elements could be introduced to the site later down the road. There are, of course, plenty of safe places to start.
For Simply Accessible, I quickly mocked up these examples in Illustrator to get a handle on the elements of a website where contrast and legibility matter the most: text colours and background colours. While it’s less important to consider the contrast of decorative elements that don’t convey essential information, it’s important for a reader to be able to discern elements like button shapes and empty form fields.
A basic list of possible colour combinations that I had in mind for the Simply Accessible website
Run initial tests
Once these elements were laid out, I manually plugged in the HTML colour code of each foreground colour and background colour on Lea Verou’s Contrast Checker. I added the results from each colour pair test to my document so we could see at a glance which colours needed adjustment or which colours wouldn’t work at all.
Note: Read more about colour accessibility and contrast requirements
As you can see, a few problems were revealed in this test. To meet the minimum AA compliance, we needed to slightly darken the green, blue, and orange background colours for text—an easy fix. A more complicated problem was apparent with the button colours. I had envisioned some buttons appearing over a blue background, but the contrast ratios were well under 3:1. Although there isn’t a guide in WCAG for contrast requirements of two non-text elements, the ISO and ANSI standard for visible contrast is 3:1, which is what we decided to aim for.
We also checked our colour combinations in Color Oracle, an app that simulates the most extreme forms of colour blindness. It confirmed that coloured buttons over blue backgrounds was simply not going to work. The contrast was much too low, especially for the more common deuteranopia and protanopia-type deficiencies.
How our proposed colour pairs could look to people with three types of colour blindness
Make adjustments if necessary
As a solution, we opted to change all buttons to white when used over dark coloured backgrounds. In addition to increasing contrast, it also gave more consistency to the button design across the site instead of introducing a lot of unnecessary colour variants.
Putting more work into getting compliant contrast ratios at this stage will make the rest of implementation and testing a breeze. When you’ve got those ratios looking good, it’s time to move on to implementation.
Implement colours in style guide and prototype
Once I was happy with my contrast checks, I created a basic style guide and added all the colour values from my colour exploration files, introduced more tints and shades, and added patterned backgrounds. I created examples of every panel style we were planning to use on the site, with sample text, links, and buttons—all with working hover states. Not only does this make it easier for the developer, it allows you to check in the browser for any further contrast issues.
Run a final contrast check
During the final stages of testing and before launch, it’s a good idea to do one more check for colour accessibility to ensure nothing’s been lost in translation from design to code. Unless you’ve introduced massive changes to the design in the prototype, it should be fairly easy to fix any issues that arise, particularly if you’ve stayed on top of updating any revisions in the style guide.
One of the more well-known evaluation tools, WAVE, is web-based and will work in any browser, but I love using Chrome’s Accessibility Tools. Not only are they built right in to the Inspector, but they’ll work if your site is password-protected or private, too.
Chrome’s Accessibility Tools audit feature shows that there are no immediate issues with colour contrast in our prototype
The human touch
Finally, nothing beats a good round of user testing. Even evaluation tools have their flaws. Although they’re great at catching contrast errors for text and backgrounds, they aren’t going to be able to find errors in non-text elements, infographics, or objects placed next to each other where discernible contrast is important.
Our final palette, compared with our initial ideas, was quite different, but we’re proud to say it’s not just compliant, but shows Simply Accessible’s true personality. Who knows, it may not be final at all—there are so many opportunities down the road to explore and expand it further.
Accessibility should never be an afterthought in a project. It’s not as simple as adding alt text to images, or running your site through a compliance checker at the last minute and assuming that a pass means everything is okay. Considering how colour will be used during every stage of your project will help avoid massive problems before launch, or worse, launching with serious issues.
If you find yourself working on a personal project over the Christmas break, try integrating these checks into your workflow and make colour accessibility a part of your New Year’s resolutions. |
2014 |
Geri Coady |
gericoady |
2014-12-22T00:00:00+00:00 |
https://24ways.org/2014/integrating-contrast-checks-in-your-web-workflow/ |
design |
| 27 |
Putting Design on the Map |
The web can leave us feeling quite detached from the real world. Every site we make is really just a set of abstract concepts manifested as tools for communication and expression. At any minute, websites can disappear, overwritten by a newfangled version or simply gone. I think this is why so many of us have desires to create a product, write a book, or play with the internet of things. We need to keep in touch with the physical world and to prove (if only to ourselves) that we do make real things.
I could go on and on about preserving the web, the challenges of writing a book, or thoughts about how we can deal with the need to make real things. Instead, I’m going to explore something that gives us a direct relationship between a website and the physical world – maps.
A map does not just chart, it unlocks and formulates meaning; it forms bridges between here and there, between disparate ideas that we did not know were previously connected.
Reif Larsen, The Selected Works of T.S. Spivet
The simplest form of map on a website tends to be used for showing where a place is and often directions on how to get to it. That’s an incredibly powerful tool. So why is it, then, that so many sites just plonk in a default Google Map and leave it as that? You wouldn’t just use dark grey Helvetica on every site, would you? Where’s the personality? Where’s the tailored experience? Where is the design?
Jumping into design
Let’s keep this simple – we all want to be better web folk, not cartographers. We don’t need to go into the history, mathematics or technology of map making (although all of those areas are really interesting to research). For the sake of our sanity, I’m going to gloss over some of the technical areas and focus on the practical concepts.
Tiles
If you’ve ever noticed a map loading in sections, it’s because it uses tiles that are downloaded individually instead of requiring the user to download everything that they might need. These tiles come in many styles and can be used for anything that covers large areas, such as base maps and data. You’ve seen examples of alternative base maps when you use Google Maps as Google provides both satellite imagery and road maps, both of which are forms of base maps. They are used to provide context for the real world, or any other world for that matter. A marker on a blank page is useless.
The tiles are representations of the physical; they do not have to be photographic imagery to provide context. This means you can design the map itself. The easiest way to conceive this is by comparing Google’s road maps with Ordnance Survey road maps. Everything about the two maps is different: the colours, the label fonts and the symbols used. Yet they still provide the exact same context (other maps may provide different context such as terrain contours).
Comparison of Google Maps (top) and the Ordnance Survey (bottom).
Carefully designing the base map tiles is as important as any other part of the website. The most obvious, yet often overlooked, aspect are aesthetics and branding. Maps could fit in with the rest of the site; for example, by matching the colours and line weights, they can enhance the full design rather than inhibiting it. You’re also able to define the exact purpose of the map, so instead of showing everything you could specify which symbols or labels to show and hide.
I’ve not done any real research on the accessibility of base maps but, having looked at some of the available options, I think a focus on the typography of labels and the colour of the various elements is crucial. While you can choose to hide labels, quite often they provide the data required to make sense of the map. Therefore, make sure each zoom level is not too cluttered and shows enough to give context. Also be as careful when choosing the typeface as you are in any other design work. As for colour, you need to pay closer attention to issues like colour-blindness when using colour to convey information. Quite often a spectrum of colour will be used to show data, or to show the topography, so you need to be aware that some people struggle to see colour differences within a spectrum.
A nice example of a customised base map can be found on Michael K Owens’ check-in pages:
One of Michael K Owens’ check-in pages.
As I’ve already mentioned, tiles are not just for base maps: they are also for data. In the screenshot below you can see how Plymouth Marine Laboratory uses tiles to show data with a spectrum of colour.
A map from the Marine Operational Ecology data portal, showing data of adult cod in the North Sea.
Technical
You’re probably wondering how to design the base layers. I will briefly explain the concepts here and give you tools to use at the end of the article. If you’re worried about the time it takes to design the maps, don’t be – you can automate most of it. You don’t need to manually draw each tile for the entire world!
We’ve learned the importance of web standards the hard way, so you’ll be glad (and I won’t have to explain the advantages) of the standard for web mapping from the Open Geospatial Consortium (OGC) called the Web Map Service (WMS). You can use conventional file formats for the imagery but you need a way to query for the particular tiles to show for the area and zoom level, that is what WMS does.
Features
Tiles are great for covering large areas but sometimes you need specific smaller areas. We call these features and they usually consist of polygons, lines or points. Examples include postcode boundaries and routes between places, or even something more dynamic such as borders of nations changing over time.
Showing features on a map presents interesting design challenges. If the colour or shape conveys some kind of data beyond geographical boundaries then it needs to be made obvious. This is actually really hard, without building complicated user interfaces. For example, in the image below, is it obvious that there is a relationship between the colours? Does it need a way of showing what the colours represent?
Choropleth map showing ranked postcode areas, using ViziCities.
Features are represented by means of lines or colors; and the effective use of lines or colors requires more than knowledge of the subject – it requires artistic judgement.
Erwin Josephus Raisz, cartographer (1893–1968)
Where lots of boundaries are small and close together (such as a high street or shopping centre) will it be obvious where the boundaries are and what they represent? When designing maps, the hardest challenge is dealing with how the data is represented and how it is understood by the user.
Technical
As you probably gathered, we use WMS for tiles and another standard called the web feature service (WFS) for specific features. I need to stress that the difference between the two is that WMS is for tiling, whereas WFS is for specific features. Both can use similar file formats but should be used for their particular use cases. You may be wondering why you can’t just use a vector format such as KML, GeoJSON (or even SVG) – and you can – but the issue is the same as for WMS: you need a way to query the data to get the correct area and zoom level.
User interface
There is of course never a correct way to design an interface as there are so many different factors to take into consideration for each individual project. Maps can be used in a variety of ways, to provide simple information about directions or for complex visualisations to explain large amounts of data. I would like to just touch on matters that need to be taken into account when working with maps.
As I mentioned at the beginning, there are so many Google Maps on the web that people seem to think that its UI is the only way you can use a map. To some degree we don’t want to change that, as people know how to use them; but does every map require a zoom slider or base map toggle? In fact, does the user need to zoom at all? The answer to that one is generally yes, zooming does provide more context to where the map is zoomed in on.
In some cases you will need to let users choose what goes on the map (such as data layers or directions), so how do they show and hide the data? Does a simple drop-down box work, or do you need search? Google’s base map toggle is quite nice since it doesn’t offer many options yet provides very different contexts and styling.
It isn’t until we get to this point that we realise just plonking a quick Google map is really quite ridiculous, especially when compared to the amount of effort we make in other areas such as colour, typography or how the CSS is written. Each of these is important but we need to make sure the whole site is designed, and that includes the maps as much as any other content.
Putting it into practice
I could ramble on for ages about what we can do to customise maps to fit a site’s personality and correctly represent the data. I wanted to focus on concepts and standards because tools constantly change and it is never good to just rely on a tool to do the work. That said, there are a large variety of tools that will help you turn these concepts into reality. This is not a comparison; I just want to show you a few of the many options you have for maps on the web.
Google
OK, I’ve been quite critical so far about Google Maps but that is only because there is such a large amount of the default maps across the web. You can style them almost as much as anything else. They may not allow you to use custom WMS layers but Google Maps does have its own version, called styled maps. Using an array of map features (in the sense of roads and lakes and landmarks rather than the kind WFS is used for), you can style the base map with JavaScript. It even lets you toggle visibility, which helps to avoid the issue of too much clutter on the map. As well as lacking WMS, it doesn’t support WFS, but it does support GeoJSON and KML so you can still show the features on the map. You should also check out Google Maps Engine (the new version of My Maps), which provides an interface for creating more advanced maps with a selection of different base maps. A premium version is available, essentially for creating map-based visualisations, and it provides a step up from the main Google Maps offering. A useful feature in some cases is that it gives you access to many datasets.
Leaflet
You have probably seen Leaflet before. It isn’t quite as popular as Google Maps but it is definitely used often and for good reason. Leaflet is a lightweight open source JavaScript library. It is not a service so you don’t have to worry about API throttling and longevity. It gives you two options for tiling, the ability to use WMS, or to directly get the file using variables in the filename such as /{z}/{x}/{y}.png. I would recommend using WMS over dynamic file names because it is a standard, but the ability to use variables in a file name could be useful in some situations. Leaflet has a strong community and a well-documented API.
Mapbox
As a freemium service, Mapbox may not be perfect for every use case but it’s definitely worth looking into. The service offers incredible customisation tools as well as lots of data sources and hosting for the maps. It also provides plenty of libraries for the various platforms, so you don’t have to only use the maps on the web.
Mapbox is a service, though its map design tool is open source. Mapbox Studio is a vector-only version of their previous tool called Tilemill. Earlier I wrote about how typography and colour are as important to maps as they are to the rest of a website; if you thought, “Yes, but how on earth can I design those parts of a map?” then this is the tool for you. It is incredibly easy to use. Essentially each map has a stylesheet.
If you do not want to open a paid-for Mapbox account, then you can export the tiles (as PNG, SVG etc.) to use with other map tools.
OpenLayers
After a long wait, OpenLayers 3 has been released. It is similar to Leaflet in that it is a library not a service, but it has a much broader scope. During the last year I worked on the GIS portal at Plymouth Marine Laboratory (which I used to show the data tiles earlier), it essentially used OpenLayers 2 to create a web-based geographic information system, taking a large amount of data and permitting analysis (such as graphs) without downloading entire datasets and complicated software. OpenLayers 3 has improved greatly on the previous version in both performance and accessibility. It is the ideal tool for complex map-based web apps, though it can be used for the simple use cases too.
OpenStreetMap
I couldn’t write an article about maps on the web without at least mentioning OpenStreetMap. It is the place to go for crowd-sourced data about any location, with complete road maps and a strong API.
ViziCities
The newest project on this list is ViziCities by Robin Hawkes and Peter Smart. It is a open source 3-D visualisation tool, currently in the very early stages of development. The basic example shows 3-D buildings around the world using OpenStreetMap data. Robin has used it to create some incredible demos such as real-time London underground trains, and planes landing at an airport. Edward Greer and I are currently working on using ViziCities to show ideal housing areas based on particular personas. We chose it because the 3-D aspect gives us interesting possibilities for the data we are able to visualise (such as bar charts on the actual map instead of in the UI). Despite not being a completely stable, fully featured system, ViziCities is worth taking a look at for some use cases and is definitely going to go from strength to strength.
So there you have it – a whistle-stop tour of how maps can be customised. Now please stop plonking in maps without thinking about it and design them as you design the rest of your content. |
2014 |
Shane Hudson |
shanehudson |
2014-12-11T00:00:00+00:00 |
https://24ways.org/2014/putting-design-on-the-map/ |
design |
| 28 |
Why You Should Design for Open Source |
Let’s be honest. Most designers don’t like working for nothing. We rally against spec work and make a stand for contracts and getting paid. That’s totally what you should do as a professional designer in the industry. It’s your job. It’s your hard-working skill. It’s your bread and butter. Get paid.
However, I’m going to make a case for why you could also consider designing for open source. First, I should mention that not all open source work is free work. Some companies hire open source contributors to work on their projects full-time, usually because that project is used by said company. There are other companies that encourage open source contribution and even offer 20%-time for these projects (where you can spend one day a week contributing to open source). These are super rad situations to be in. However, whether you’re able to land a gig doing this type of work, or you’ve decided to volunteer your time and energy, designing for open source can be rewarding in many other ways.
Portfolio building
New designers often find themselves in a catch-22 situation: they don’t have enough work experience showcased in their portfolio, which leads to them not getting much work because their portfolio is bare. These new designers often turn to unsolicited redesigns to fill their portfolio. An unsolicited redesign is a proof of concept in which a designer attempts to redesign a popular website. You can see many of these concepts on sites like Dribbble and Behance and there are even websites dedicated to showcasing these designs, such as Uninvited Designs. There’s even a subreddit for them.
There are quite a few negative opinions on unsolicited redesigns, though some people see things from both sides. If you feel like doing one or two of these to fill your portfolio, that’s of course up to you. But here’s a better suggestion. Why not contribute design for an open source project instead?
You can easily find many projects in great need of design work, from branding to information design, documentation, and website or application design. The benefits to doing this are far better than an unsolicited redesign. You get a great portfolio piece that actually has greater potential to get used (especially if the core team is on board with it). It’s a win-win situation.
Not all designers are in need of portfolio filler, but there are other benefits to contributing design.
Giving back to the community
My first experience with voluntary work was when I collaborated with my friend, Vineet Thapar, on a pro bono project for the W3C’s Web Accessibility Initiative redesign project back in 2004. I was very excited to contribute CSS to a website that would get used by the W3C! Unfortunately, it decided to go a different direction and my work did not get used. However, it was still pretty exciting to have the opportunity, and I don’t regret a moment of that work. I learned a lot about accessibility from this experience and it helped me land some of the jobs I’ve had since.
Almost a decade later, I got super into Sass. One of the core maintainers, Chris Eppstein, lamented on Twitter one day that the Sass website and brand was in dire need of design help. That led to the creation of an open source task force, Team Sass Design, and we revived the brand and the website, which launched at SassConf in 2013.
It helped me in my current job. I showed it during my portfolio review when I interviewed for the role. Then I was able to use inspiration from a technique I’d tried on the Sass website to help create the more feature-rich design system that my team at work is building. But most importantly, I soon learned that it is exhilarating to be a part of the Sass community. This is the biggest benefit of all. It feels really good to give back to the technology I love and use for getting my work done.
Ben Werdmuller writes about the need for design in open source. It’s great to see designers contributing to open source in awesome ways. When A List Apart’s website went open source, Anna Debenham contributed by helping build its pattern library. Bevan Stephens worked with FontForge on the design of its website. There are also designers who have created their own open source projects. There’s Dan Cederholm’s Pears, which shares common patterns in markup and style. There’s also Brad Frost’s Pattern Lab, which shares his famous method of atomic design and applies it to a design system. These systems and patterns have been used in real-world projects, such as RetailMeNot, so designers have contributed to the web in an even larger way simply by putting their work out there for others to use. That’s kind of fun to think about.
How to get started
So are you stoked about getting into the open source community? That’s great!
Initially, you might get worried or uncomfortable in getting involved. That’s okay. But first consider that the project is open source for a reason. Your contribution (no matter how large or small) can help in a big way.
If you find a project you’re interested in helping, make sure you do your research. Sometimes project team members will be attached to their current design. Is there already a designer on the core team? Reach out to that designer first. Don’t be too aggressive with why you think your design is better than theirs. Rather, offer some constructive feedback and a proposal of what would make the design better. Chances are, if the designer cares about the project, and you make a strong case, they’ll be up for it.
Are there contribution guidelines? It’s proper etiquette to read these and follow the community’s rules. You’ll have a better chance of getting your work accepted, and it shows that you take the time to care and add to the overall quality of the project. Does the project lack guidelines? Consider starting a draft for that before getting started in the design.
When contributing to open source, use your initiative to solve problems in a manageable way. Huge pull requests are hard to review and will often either get neglected or rejected. Work in small, modular, and iterative contributions.
So this is my personal take on what I’ve learned from my experience and why I love open source. I’d love to hear from you if you have your own experience in doing this and what you’ve learned along the way as well. Please share in the comments!
Thanks Drew McLellan, Eric Suzanne, Kyle Neath for sharing their thoughts with me on this! |
2014 |
Jina Anne |
jina |
2014-12-19T00:00:00+00:00 |
https://24ways.org/2014/why-you-should-design-for-open-source/ |
design |
| 50 |
Make a Comic |
For something slightly different over Christmas, why not step away from your computer and make a comic?
Definitely not the author working on a comic in the studio, with the desk displaying some of the things you need to make a comic on paper.
Why make a comic?
First of all, it’s truly fun and it’s not that difficult. If you’re a designer, you can use skills you already have, so why not take some time to indulge your aesthetic whims and make something for yourself, rather than for a client or your company. And you can use a computer – or not.
If you’re an interaction designer, it’s likely you’ve already made a storyboard or flow, or designed some characters for personas. This is a wee jump away from that, to the realm of storytelling and navigating human emotions through characters who may or may not be human. Similar medium and skills, different content.
It’s not a client deliverable but something that stands by itself, and you’ve nobody’s criteria to meet except those that exist in your imagination!
Thanks to your brain and the alchemy of comics, you can put nearly anything in a sequence and your brain will find a way to make sense of it. Scott McCloud wrote about the non sequitur in comics:
“There is a kind of alchemy at work in the space between panels which can help us find meaning or resonance in even the most jarring of combinations.”
Here’s an example of a non sequitur from Scott McCloud’s Understanding Comics – the images bear no relation to one another, but since they’re in a sequence our brains do their best to understand it:
Once you know this it takes the pressure off somewhat. It’s a fun thing to keep in mind and experiment with in your comics!
Materials needed
A4 copy/printing paper
HB pencil for light drawing
Dip pen and waterproof Indian ink
Bristol board (or any good quality card with a smooth, durable surface)
Step 1: Get ideas
You’d be surprised where you can take a small grain of an idea and develop it into an interesting comic. Think about a funny conversation you had, or any irrational fears, habits, dreams or anything else. Just start writing and drawing. Having ideas is hard, I know, but you will get some ideas when you start working.
One way to keep track of ideas is to keep a sketch diary, capturing funny conversations and other events you could use in comics later.
You might want to just sketch out the whole comic very roughly if that helps. I tend to sketch the story first, but it usually changes drastically during step 2.
Step 2: Edit your story using thumbnails
How thumbnailing works.
Why use thumbnails? You can move them around or get rid of them!
Drawings are harder and much slower to edit than words, so you need to draw something very quick and very rough. You don’t have to care about drawing quality at this point.
You might already have a drafted comic from the previous step; now you can split each panel up into a thumbnail like the image above.
Get an A4 sheet of printing paper and tear it up into squares. A thumbnail equals a comic panel. Start drawing one panel per thumbnail. This way you can move scenes and parts of the story around as you work on the pacing. It’s an extremely useful tip if you want to expand a moment in time or draw out a dialogue, or if you want to just completely cut scenes.
Step 3: Plan a layout
So you’ve got the story more or less down: you now need to know how they’ll look on the page. Sketch a layout and arrange the thumbnails into the layout.
The simplest way to do this is to divide an A4 page into equal panels — say, nine. But if you want, you can be more creative than that. The Gigantic Beard That Was Evil by Stephen Collins is an excellent example of the scope for using page layout creatively. You can really push the form: play with layout, scale, story and what you think of as a comic.
Step 4: Draw the comic
I recommend drawing on A4 Bristol board paper since it has a smooth surface, can tolerate a lot of rubbing out and holds ink well. You can get it from any art shop.
Using your thumbnails for reference, draw the comic lightly using an HB pencil. Don’t make the line so heavy that it can’t be erased (since you’ll ink over the lines later).
Step 5: Ink the comic
Image before colour was added.
You’ve drawn your story. Well done!
Now for the fun part. I recommend using a dip pen and some waterproof ink. Why waterproof? If you want, you can add an ink wash later, or even paint it.
If you don’t have a dip pen, you could also use any quality pen. Carefully go over your pencilled lines with the pen, working from top left to right and down, to avoid smudging it. It’s unfortunately easy to smudge the ink from the dip pen, so I recommend practising first.
You’ve made a comic!
Step 6: Adding colour
Comics traditionally had a limited colour palette before computers (here’s an in-depth explanation if you’re curious). You can actually do a huge amount with a restricted colour palette. Ellice Weaver’s comics show how very nicely how you can paint your work using a restricted palette. So for the next step, resist the temptation to add ALL THE COLOURS and consider using a limited palette.
Once the ink is completely dry, erase the pencilled lines and you’ll be left with a beautiful inked black and white drawing.
You could use a computer for this part. You could also photocopy it and paint straight on the copy. If you’re feeling really brave, you could paint straight on the original. But I’d suggest not doing this if it’s your first try at painting!
What follows is an extremely basic guide for painting using Photoshop, but there are hundreds of brilliant articles out there and different techniques for digital painting.
How to paint your comic using Photoshop
Scan the drawing and open it in Photoshop. You can adjust the levels (Image → Adjustments → Levels) to make the lines darker and crisper, and the paper invisible. At this stage, you can erase any smudges or mistakes. With a Wacom tablet, you could even completely redraw parts! Computers are just amazing. Keep the line art as its own layer.
Add a new layer on top of the lines, and set the layer state from normal to multiply. This means you can paint your comic without obscuring your lines. Rename the layer something else, so you can keep track.
Start blocking in colour. And once you’re happy with that, experiment with adding tone and texture.
Christmas comic challenge!
Why not challenge yourself to make a short comic over Christmas? If you make one, share it in the comments. Or show me on Twitter — I’d love to see it.
Credit: Many of these techniques were learned on the Royal Drawing School’s brilliant ‘Drawing the Graphic Novel’ course. |
2015 |
Rebecca Cottrell |
rebeccacottrell |
2015-12-20T00:00:00+00:00 |
https://24ways.org/2015/make-a-comic/ |
design |
| 53 |
Get Expressive with Your Typography |
In 1955 Beatrice Warde, an American communicator on typography, published a series of essays entitled The Crystal Goblet in which she wrote, “People who love ideas must have a love of words. They will take a vivid interest in the clothes that words wear.” And with that proposition Warde introduced the idea that just as we judge someone based on the clothes they are wearing, so we make judgements about text based on the typefaces in which it is set.
Beatrice Warde. ©1970 Monotype Imaging Inc.
Choosing the same typeface as everyone else, especially if you’re trying to make a statement, is like turning up to a party in the same dress; to a meeting in the same suit, shirt and tie; or to a craft ale dispensary in the same plaid shirt and turned-up skinny jeans.
But there’s more to your choice of typeface than simply making an impression. In 2012 Jon Tan wrote on 24 ways about a scientific study called “The Aesthetics of Reading” which concluded that “good quality typography is responsible for greater engagement during reading and thus induces a good mood.”
Furthermore, at this year’s Ampersand conference Sarah Hyndman, an expert in multisensory typography, discussed how typefaces can communicate with our subconscious. Sarah showed that different fonts could have an effect on how food tasted. A rounded font placed near a bowl of jellybeans would make them taste sweeter, and a jagged angular font would make them taste more sour.
The quality of your typography can therefore affect the mood of your reader, and your font choice directly affect the senses. This means you can manipulate the way people feel. You can change their emotional state through type alone. Now that’s a real superpower!
The effects of your body text design choices are measurable but subtle. If you really want to have an impact you need to think big. Literally. Display text and headings are your attention grabbers. They are your chance to interrupt, introduce and seduce.
Display text and headings set the scene and draw people in. Text set large creates an image that visitors see before they read, and that’s your chance to choose a typeface that immediately expresses what the text, and indeed the entire website, stands for. What expectations of the text do you want to set up? Youthful enthusiasm? Businesslike? Cutting-edge? Hipster? Sensible and secure? Fun and informal? Authoritarian?
Typography conveys much more than just information. It imparts feeling, emotion and sentiment, and arouses preconceived ideas of trust, tone and content. Think about taking advantage of this by introducing impactful, expressive typography to your designs on the web. You can alter the way your reader feels, so what emotion do you want to provoke?
Maybe you want them to feel inspired like this stop smoking campaign:
helsenorge.no
Perhaps they should be moved and intrigued, as with Makeshift magazine:
mkshft.org
Or calmly reassured:
www.cleopatra-marina.gr
Fonts also tap into the complex library of associations that we’ve been accumulating in our brains all of our lives. You build up these associations every time you see a font from the context that you see it in. All of us associate certain letterforms with topics, times and places.
Retiro is obviously Spanish:
Retiro by Typofonderie
Bodoni and Eurostile used in this menu couldn’t be much more Italian:
Bodoni and Eurostile, both designed in Italy
To me, Clarendon gives a sense of the 1960s and 1970s. I’m not sure if that’s what Costa was going for, but that’s what it means to me:
Costa coffee flier
And Knockout and Gotham really couldn’t be much more American:
Knockout and Gotham by Hoefler & Co
When it comes to choosing your display typeface, the type designer Christian Schwartz says there are two kinds. First are the workhorse typefaces that will do whatever you want them to do. Helvetica, Proxima Nova and Futura are good examples. These fonts can be shaped in many different ways, but this also means they are found everywhere and take great skill and practice to work with in a unique and striking manner.
The second kind of typeface is one that does most of the work for you. Like finely tailored clothing, it’s the detail in the design that adds interest.
Setting headings in Bree rather than Helvetica makes a big difference to the tone of the article
Such typefaces carry much more inherent character, but are also less malleable and harder to adapt to different contexts. Good examples are Marr Sans, FS Clerkenwell, Strangelove and Bree.
Push the boat out
Remember, all type can have an effect on the reader. Take advantage of that and allow your type to have its own vernacular and impact. Be expressive with your type. Don’t be too reverential, dogmatic – or ordinary. Be brave and push a few boundaries.
Adapted from Web Typography a book in progress by Richard Rutter. |
2015 |
Richard Rutter |
richardrutter |
2015-12-04T00:00:00+00:00 |
https://24ways.org/2015/get-expressive-with-your-typography/ |
design |
| 58 |
Beyond the Style Guide |
Much like baking a Christmas cake, designing for the web involves creating an experience in layers. Starting with a solid base that provides the core experience (the fruit cake), we can add further layers, each adding refinement (the marzipan) and delight (the icing).
Don’t worry, this isn’t a misplaced cake recipe, but an evaluation of modular design and the role style guides can play in acknowledging these different concerns, be they presentational or programmatic.
The auteur’s style guide
Although trained as a graphic designer, it was only when I encountered the immediacy of the web that I felt truly empowered as a designer. Given a desire to control every aspect of the resulting experience, I slowly adopted the role of an auteur, exploring every part of the web stack: front-end to back-end, and everything in between. A few years ago, I dreaded using the command line. Today, the terminal is a permanent feature in my Dock.
In straddling the realms of graphic design and programming, it’s the point at which they meet that I find most fascinating, with each dicipline valuing the creation of effective systems, be they for communication or code efficiency. Front-end style guides live at this intersection, demonstrating both the modularity of code and the application of visual design.
Painting by numbers
In our rush to build modular systems, design frameworks have grown in popularity. While enabling quick assembly, these come at the cost of originality and creative expression – perhaps one reason why we’re seeing the homogenisation of web design.
In editorial design, layouts should accentuate content and present it in an engaging manner. Yet on the web we see a practice that seeks templated predictability. In ‘Design Machines’ Travis Gertz argued that (emphasis added):
Design systems still feel like a novelty in screen-based design. We nerd out over grid systems and modular scales and obsess over style guides and pattern libraries. We’re pretty good at using them to build repeatable components and site-wide standards, but that’s sort of where it ends. […] But to stop there is to ignore the true purpose and potential of a design system.
Unless we consider how interface patterns fully embrace the design systems they should be built upon, style guides may exacerbate this paint-by-numbers approach, encouraging conformance and suppressing creativity.
Anatomy of a button
Let’s take a look at that most canonical of components, the button, and consider what we might wish to document and demonstrate in a style guide.
The different layers of our button component.
Content
The most variable aspect of any component. Content guidelines will exert the most influence here, dictating things like tone of voice (whether we should we use stiff, formal language like ‘Submit form’, or adopt a more friendly tone, perhaps ‘Send us your message’) and appropriate language. For an internationalised interface, this may also impact word length and text direction or orientation.
Structure
HTML provides a limited vocabulary which we can use to structure content and add meaning. For interactive elements, the choice of element can also affect its behaviour, such as whether a button submits form data or links to another page:
<button type="submit">Button text</button>
<a href="/index.html">Button text</a>
Note: One of the reasons I prefer to use <button> instead of <input type=“button”>, besides allowing the inclusion of content other than text, is that it has a markup structure similar to links, therefore keeping implementation differences to a minimum.
We should also think about each component within the broader scope of our particular product. For this we can employ a further vocabulary, which can be expressed by adding values to the class attribute. For a newspaper, we might use names like lede, standfirst and headline, while a social media application might see us reach for words like stream, action or avatar.
Presentation
The appearance of a component can never be considered in isolation. Informed by its relationship to other elements, style guides may document different stylistic variations of a component, even if the underlying function remains unchanged: primary and secondary button styles, for example.
Behaviour
A component can exhibit various states: blank, loading, partial, error and ideal, and a style guide should reflect that. Our button component is relatively simple, yet even here we need to consider hover, focused, active and disabled states.
Transcending layers
This overview reinforces Ethan’s note from earlier in this series:
I’ve found that thinking about my design as existing in broad experience tiers – in layers – is one of the best ways of designing for the modern web.
While it’s tempting to describe a component as series of layers, certain aspects will transcend several of these. The accessibility of a component, for example, may influence the choice of language, the legibility of text, colour contrast and which affordances are provided in different states.
Visual design language: documenting the missing piece
Even given this small, self-contained component, we can see several concerns at play, and in reviewing our button it seems we have most things covered. However, a few questions remain unanswered. Why does it have a blue background? Why are the borders 2px thick, with a radius of 4px? Why are we using that font, at that size and with that weight?
These questions can be answered by our visual design language. More than a set of type choices and colour palettes, a design language can dicate common measures, ratios and the resulting grid(s) these influence. Ideally governed by a set of broader design principles, it can also inform an illustration style, the type of photography sourced or commissioned, and the behaviour of any animations.
Whereas a style guide ensures conformity, having it underpinned by an effective design language will allow for flexibility; only by knowing the rules can you know how to break them!
Type pairings in the US Web Design Standards guide.
For a style guide to thoroughly articulate a visual design system, the spectrum of choices it allows for should be acknowledged. A fantastic example of this can be found in the US Web Design Standards. By virtue of being a set of standards designed to apply to a number of different sites, this guide offers a range of type pairings (that take into account performance considerations) and provides primary, secondary and tertiary palette relationships, with shades and tones thereof:
Colour palettes in the US Web Design Standards guide.
A visual language in code form
Properly documenting our design language in a style guide is a good start, yet even better if it can be expressed in code. This is where CSS preprocessors become a powerful ally.
In Sass, methods like mixins and maps can help us represent relationships between values. Variables (and CSS variables) extend the vocabulary provided natively by CSS, meaning we can describe patterns in terms of our own visual language. These tools effectively become an interface to our design system. Furthermore, they help maintain a separation of concerns, with visual presentation remaining where it should be: in our style sheets.
Take this simple example, an article summary on a website counting down the best Christmas movies:
The design for our simple component example.
Our markup is as follows, using appropriate semantic HTML elements and incorporating the vocabulary from our collection of design patterns (expressed using the BEM methodology):
<article class="summary">
<h1 class="summary__title">
<a href="scrooged.html">
<span class="summary__position">12</span>
Scrooged (1988)
</a>
</h1>
<div class="summary__body">
<p>It’s unlikely that Bill Murray could ever have got through his career without playing a version of Scrooge…</p>
</div>
<footer class="summary__meta">
<strong>Director:</strong> Richard Donner<br/>
<strong>Stars:</strong> Bill Murray, Buddy Hackett, Karen Allen
</footer>
</article>
We can then describe the presentation of this HTML by using Sass maps to define our palettes, mixins to include predefined font metrics, and variables to recall common measurements:
.summary {
margin-bottom: ($baseline * 4)
}
.summary__title {
@include font-family(display-serif);
@include font-size(title);
color: palette(neutral, dark);
margin-bottom: ($baseline * 4);
border-top: $rule-height solid palette(primary, purple);
padding-top: ($baseline * 2);
}
.summary__position {
@include font-family(display-sans, 300);
color: palette(neutral, mid);
}
.summary__body {
@include font-family(text-serif);
@include font-size(body);
margin-bottom: ($baseline * 2);
}
.summary__meta {
@include font-family(text-sans);
@include font-size(caption);
}
Of course, this is a simplistic example for the purposes of demonstration. However, such thinking was employed at a much larger scale at the Guardian. Using a set of Sass components, complex patterns could be described using a language familar to everyone on the product team, be they a designer, developer or product owner:
The design of a component on the Guardian website, described in terms of its Sass-powered design system.
Unlocking possibility
Alongside tools like preprocessors, newer CSS layout modules like flexbox and grid layout mean the friction we’ve long been accustomed to when creating layouts on the web is no longer present, and the full separation of presentation from markup is now possible. Now is the perfect time for graphic designers to advocate design systems that these developments empower, and ensure they’re fully represented in both documentation and code. That way, together, we can build systems that allow for greater visual expression. After all, there’s more than one way to bake a Christmas cake. |
2015 |
Paul Lloyd |
paulrobertlloyd |
2015-12-16T00:00:00+00:00 |
https://24ways.org/2015/beyond-the-style-guide/ |
design |
| 59 |
Animating Your Brand |
Let’s talk about how we add animation to our designs, in a way that’s consistent with other aspects of our brand, such as fonts, colours, layouts and everything else.
Animating is fun. Adding animation to our designs can bring them to life and make our designs stand out. Animations can show how the pieces of our designs fit together. They provide context and help people use our products.
All too often animation is something we tack on at the end. We put a transition on a modal window or sliding menu and we often don’t think about whether that animation is consistent with our overall design.
Style guides to the rescue
A style guide is a document that establishes and enforces style to improve communication. It can cover anything from typography and writing style to ethics and other, broader goals. It might be a static visual document showing every kind of UI, like in the Codecademy.com redesign shown below.
UI toolkit from “Reimagining Codecademy.com” by @mslima
It might be a technical reference with code examples. CodePen’s new design patterns and style guide is a great example of this, showing all the components used throughout the website as live code.
CodePen’s design patterns and style guide
A style guide gives a wide view of your project, it maintains consistency when adding new content, and we can use our style guide to present animations.
Living documents
Style guides don’t need to be static. We can use them to show movement. We can share CSS keyframe animations or transitions that can then go into production. We can also explain why animation is there in the first place.
Just as a style guide might explain why we chose a certain font or layout, we can use style guides to explain the intent behind animation. This means that if someone else wants to create a new component, they will know why animation applies.
If you haven’t yet set up a style guide, you might want to take a look at Pattern Lab. It’s a great tool for setting up your own style guide and includes loads of design patterns to get started.
There are many style guide articles linked from the excellent, open sourced, Website Style Guide Resources. Anna Debenham also has an excellent pocket book on the subject.
Adding animation
Before you begin throwing animation at all the things, establish the character you want to convey.
Andrex Puppy (British TV ad from 1994)
List some words that describe the character you’re aiming for. If it was the Andrex brand, they might have gone for: fun, playful, soft, comforting.
Perhaps you’re aiming for something more serious, credible and authoritative. Or maybe exciting and intense, or relaxing and meditative. For each scenario, the animations that best represent these words will be different.
In the example below, two animations both take the same length of time, but use different timing functions. One eases, and the other bounces around. Either might be good, depending on your needs.
Timing functions (CodePen)
Example: Kitman Labs
Working with Kitman Labs, we spent a little time working out what words best reflected the brand and came up with the following:
Scientific
Precise
Fast
Solid
Dependable
Helpful
Consistent
Clear
With such a list of words in hand, we design animation that fits. We might prefer a tween that moves quickly to its destination over one that drifts slowly or bounces.
We can use the list when justifying our use of animation, such as when it helps our customers understand the context of data on the page. Or we may even choose not to animate, when that might make the message inconsistent.
Create guidelines
If you already have a style guide, adding animation could begin with creating an overview section.
One approach is to create a local website and share it within your organisation. We recently set up a local site for this purpose.
A recent project’s introduction to the topic of animation
This document becomes a reference when adding animation to components. Include links to related resources or examples of animation to help demonstrate the animation style you want.
Prototyping
You can explain the intent of your animation style guide with live animations. This doesn’t just mean waving our hands around. We can show animation through prototypes.
There are so many prototype tools right now. You could use Invision, Principle, Floid, or even HTML and CSS as embedded CodePens.
A login flow prototype created in Principle
These tools help when trying out ideas and working through several approaches. Create videos, animated GIFs or online demos to share with others. Experiment. Find what works for you and work with whatever lets you get the most ideas out of your head fastest. Iterate and refine an animation before it gets anywhere near production.
Build up a collection
Build up your guide, one animation at a time.
Some people prefer to loosely structure a guide with places to put things as they are discovered or invented; others might build it one page at a time – it doesn’t matter. The main thing is that you collect animations like you would trading cards. Or Pokemon. Keep them ready to play and deliver that explosive result.
You could include animated GIFs, or link to videos or even live webpages as examples of animation. The use of animation to help user experience is also covered nicely in Val Head’s UI animation and UX article on A List Apart.
What matters is that you create an organised place for them to be found. Here are some ideas to get started.
Logos and brandmarks
Many sites include some subtle form of animation in their logos. This can draw the eye, add some character, or bring a little liveliness to an otherwise static page. Yahoo and Google have been experimenting with animation on their logos. Even a simple bouncing animation, such as the logo on Hop.ie, can add character.
The CSS-animated bouncer from Hop.ie
Content transitions
Adding content, removing content, showing and hiding messages are all opportunities to use animation. Careful and deliberate use of animation helps convey what’s changing on screen.
Animating list items with CSS (CSSAnimation.rocks)
For more detail on this, I also recommend “Transitional Interfaces” by Pasquale D’Silva.
Page transitions
On a larger scale than the changes to content, full-page transitions can smooth the flow between sections of a site. Medium’s article transitions are a good example of this.
Medium-style page transition (Tympanus.net)
Preparing a layout before the content arrives
We can use animation to draw a page before the content is ready, such as when a page calls a server for data before showing it.
Optimistic loading grid (CodePen)
Sometimes it’s good to show something to let the user know that everything’s going well. A short animation could cover just enough time to load the initial content and make the loading transition feel seamless.
Interactions
Hover effects, dropdown menus, slide-in menus and active states on buttons and forms are all opportunities. Look for ways you can remove the sudden changes and help make the experience of using your UI feel smoother.
Form placeholder animation (Studio MDS)
Keep animation visible
It takes continuous effort to maintain a style guide and keep it up to date, but it’s worth it. Make it easy to include animation and related design decisions in your documentation and you’ll be more likely to do so. If you can make it fun, and be proud of the result, better still.
When updating your style guide, be sure to show the animations at the same time. This might mean animated GIFs, videos or live embedded examples of your components.
By doing this you can make animation integral to your design process and make sure it stays relevant.
Inspiration and resources
There are loads of great resources online to help you get started. One of my favourites is IBM’s design language site.
IBM’s design language: animation design guidelines
IBM describes how animation principles apply to its UI work and components. They break down the animations into five categories of animations and explain how they apply to each example.
The site also includes an animation library with example videos of animations and links to source code.
Example component from IBM’s component library
The way IBM sets out its aims and methods is helpful not only for their existing designers and developers, but also helps new hires. Furthermore, it’s a good way to show the world that IBM cares about these details.
Another popular animation resource is Google’s material design.
Google’s material design documentation
Google’s guidelines cover everything from understanding easing through to creating engaging and useful mobile UI.
This approach is visible across many of Google’s apps and software, and has influenced design across much of the web. The site is helpful both for learning about animation and as an showcase of how to illustrate examples.
Frameworks
If you don’t want to create everything from scratch, there are resources you can use to start using animation in your UI. One such resource is Salesforce’s Lightning design system.
The system goes further than most guides. It includes a downloadable framework for adding animation to your projects. It has some interesting concepts, such as elevation settings to handle positioning on the z-axis.
Example of elevation from Salesforce’s Lightning design system
You should also check out Animate.css.
“Just add water” — Animate.css
Animate.css gives you a set of predesigned animations you can apply to page elements using classes. If you use JavaScript to add or remove classes, you can then trigger complex animations. It also plays well with scroll-triggering, and tools such as WOW.js.
Learn, evolve and make it your own
There’s a wealth online of information and guides we can use to better understand animation. They can inspire and kick-start our own visual and animation styles. So let’s think of the design of animations just as we do fonts, colours and layouts. Let’s choose animation deliberately, making it part of our style guides.
Many thanks to Val Head for taking the time to proofread and offer great suggestions for this article. |
2015 |
Donovan Hutchinson |
donovanhutchinson |
2015-12-01T00:00:00+00:00 |
https://24ways.org/2015/animating-your-brand/ |
design |
| 61 |
Animation in Responsive Design |
Animation and responsive design can sometimes feel like they’re at odds with each other. Animation often needs space to do its thing, but RWD tells us that the amount of space we’ll have available is going to change a lot. Balancing that can lead to some tricky animation situations.
Embracing the squishiness of responsive design doesn’t have to mean giving up on your creative animation ideas. There are three general techniques that can help you balance your web animation creativity with your responsive design needs. One or all of these approaches might help you sneak in something just a little extra into your next project.
Focused art direction
Smaller viewports mean a smaller stage for your motion to play out on, and this tends to amplify any motion in your animation. Suddenly 100 pixels is really far and multiple moving parts can start looking like they’re battling for space. An effect that looked great on big viewports can become muddled and confusing when it’s reframed in a smaller space.
Making animated movements smaller will do the trick for simple motion like a basic move across the screen. But for more complex animation on smaller viewports, you’ll need to simplify and reduce the number of moving parts. The key to this is determining what the vital parts of the animation are, to zone in on the parts that are most important to its message. Then remove the less necessary bits to distill the motion’s message down to the essentials.
For example, Rally Interactive’s navigation folds down into place with two triangle shapes unfolding each corner on larger viewports. If this exact motion was just scaled down for narrower spaces the two corners would overlap as they unfolded. It would look unnatural and wouldn’t make much sense.
Open video
The main purpose of this animation is to show an unfolding action. To simplify the animation, Rally unfolds only one side for narrower viewports, with a slightly different animation. The action is still easily interpreted as unfolding and it’s done in a way that is a better fit for the available space. The message the motion was meant to convey has been preserved while the amount of motion was simplified.
Open video
Si Digital does something similar. The main concept of the design is to portray the studio as a creative lab. On large viewports, this is accomplished primarily through an animated illustration that runs the full length of the site and triggers its animations based on your scroll position. The illustration is there to support the laboratory concept visually, but it doesn’t contain critical content.
Open video
At first, it looks like Si Digital just turned off the animation of the illustration for smaller viewports. But they’ve actually been a little cleverer than that. They’ve also reduced the complexity of the illustration itself. Both the amount of motion (reduced down to no motion) and the illustration were simplified to create a result that is much easier to glean the concept from.
Open video
The most interesting thing about these two examples is that they’re solved more with thoughtful art direction than complex code. Keeping the main concept of the animations at the forefront allowed each to adapt creative design solutions to viewports of varying size without losing the integrity of their design.
Responsive choreography
Static content gets moved around all the time in responsive design. A three-column layout might line up from left to right on wide viewports, then stack top to bottom on narrower viewports. The same approach can be used to arrange animated content for narrower views, but the animation’s choreography also needs to be adjusted for the new layout. Even with static content, just scaling it down or zooming out to fit it into the available space is rarely an ideal solution. Rearranging your animations’ choreography to change which animation starts when, or even which animations play at all, keeps your animated content readable on smaller viewports.
In a recent project I had three small animations that played one after the other, left to right, on wider viewports but needed to be stacked on narrower viewports to be large enough to see. On wide viewports, all three animations could play one right after the other in sequence because all three were in the viewable area at the same time. But once these were stacked for the narrower viewport layouts, that sequence had to change.
Open video
What was essentially one animation on wider viewports became three separate animations when stacked on narrower viewports. The layout change meant the choreography had to change as well. Each animation starts independently when it comes into view in the stacked layout instead of playing automatically in sequence. (I’ve put the animated parts in this demo if you want to peek under the hood.)
Open video
I choose to use the GreenSock library, with the choreography defined in two different timelines for this particular project. But the same goals could be accomplished with other JavaScript options or even CSS keyframe animations and media queries.
Even more complex responsive choreography can be pulled off with SVG. Media queries can be used to change CSS animations applied to SVG elements at specific breakpoints for starters. For even more responsive power, SVG’s viewBox property, and the positioning of the objects within it, can be adjusted at JavaScript-defined breakpoints. This lets you set rules to crop the viewable area and arrange your animating elements to fit any space.
Sarah Drasner has some great examples of how to use this technique with style in this responsive infographic and this responsive interactive illustration. On the other hand, if smart scalability is what you’re after, it’s also possible to make all of an SVG’s shapes and motion scale with the SVG canvas itself. Sarah covers both these clever responsive SVG techniques in detail. Creative and complex animation can easily become responsive thanks to the power of SVG!
Open video
Bake performance into your design decisions
It’s hard to get very far into a responsive design discussion before performance comes up. Performance goes hand in hand with responsive design and your animation decisions can have a big impact on the overall performance of your site.
The translate3D “hack”, backface-visibility:hidden, and the will-change property are the heavy hitters of animation performance. But decisions made earlier in your animation design process can have a big impact on rendering performance and your performance budget too.
Pick a technology that matches your needs
One of the biggest advantages of the current web animation landscape is the range of tools we have available to us. We can use CSS animations and transitions to add just a dash of interface animation to our work, go all out with webGL to create a 3D experience, or anywhere in between. All within our browsers! Having this huge range of options is amazing and wonderful but it also means you need to be cognizant of what you’re using to get the job done.
Loading in the full weight of a robust JavaScript animation library is going to be overkill if you’re only animating a few small elements here and there. That extra overhead will have an impact on performance. Performance budgets will not be pleased.
Always match the complexity of the technology you choose to the complexity of your animation needs to avoid unnecessary performance strain. For small amounts of animation, stick to CSS solutions since it’s the most lightweight option. As your animations grow in complexity, or start to require more robust logic, move to a JavaScript solution that can accomplish what you need.
Animate the most performant properties
Whether you’re animating in CSS or JavaScript, you’re affecting specific properties of the animated element. Browsers can animate some properties more efficiently than others based on how many steps need to happen behind the scenes to visually update those properties.
Browsers are particularly efficient at animating opacity, scale, rotation, and position (when the latter three are done with transforms). This article from Paul Irish and Paul Lewis gives the full scoop on why. Conveniently, those are also the most common properties used in motion design. There aren’t many animated effects that can’t be pulled off with this list. Stick to these properties to set your animations up for the best performance results from the start. If you find yourself needing to animate a property outside of this list, check CSS Triggers… to find out how much of an additional impact it might have.
Offset animation start times
Offsets (the concept of having a series of similar movements execute one slightly after the other, creating a wave-like pattern) are a long-held motion graphics trick for creating more interesting and organic looking motion. Employing this trick of the trade can also be smart for performance. Animating a large number of objects all at the same time can put a strain on the browser’s rendering abilities even in the best cases. Adding short delays to offset these animations in time, so they don’t all start at once, can improve rendering performance.
Go explore the responsive animation possibilities for yourself!
With smart art direction, responsive choreography, and an eye on performance you can create just about any creative web animation you can think up while still being responsive. Keep these in mind for your next project and you’ll pull off your animations with style at any viewport size! |
2015 |
Val Head |
valhead |
2015-12-09T00:00:00+00:00 |
https://24ways.org/2015/animation-in-responsive-design/ |
design |
| 67 |
What I Learned about Product Design This Year |
2015 was a humbling year for me. In September of 2014, I joined a tiny but established startup called SproutVideo as their third employee and first designer. The role interests me because it affords the opportunity to see how design can grow a solid product with a loyal user-base into something even better.
The work I do now could also have a real impact on the brand and user experience of our product for years to come, which is a thrilling prospect in an industry where much of what I do feels small and temporary. I got in on the ground floor of something special: a small, dedicated, useful company that cares deeply about making video hosting effortless and rewarding for our users.
I had (and still have) grand ideas for what thoughtful design can do for a product, and the smaller-scale product design work I’ve done or helped manage over the past few years gave me enough eager confidence to dive in head first. Readers who have experience redesigning complex existing products probably have a knowing smirk on their face right now. As I said, it’s been humbling. A year of focused product design, especially on the scale we are trying to achieve with our small team at SproutVideo, has taught me more than any projects in recent memory. I’d like to share a few of those lessons.
Product design is very different from marketing design
The majority of my recent work leading up to SproutVideo has been in marketing design. These projects are so fun because their aim is to communicate the value of the product in a compelling and memorable way. In order to achieve this goal, I spent a lot of time thinking about content strategy, responsive design, and how to create striking visuals that tell a story. These are all pursuits I love.
Product design is a different beast. When designing a homepage, I can employ powerful imagery, wild gradients, and somewhat-quirky fonts. When I began redesigning the SproutVideo product, I wanted to draw on all the beautiful assets I’ve created for our marketing materials, but big gradients, textures, and display fonts made no sense in this new context.
That’s because the product isn’t about us, and it isn’t about telling our story. Product design is about getting out of the way so people can do their job. The visual design is there to create a pleasant atmosphere for people to work in, and to help support the user experience. Learning to take “us” out of the equation took some work after years of creating gorgeous imagery and content for the sales-driven side of businesses.
I’ve learned it’s very valuable to design both sides of the experience, because marketing and product design flex different muscles. If you’re currently in an environment where the two are separate, consider switching teams in 2016. Designing for product when you’ve mostly done marketing, or vice versa, will deepen your knowledge as a designer overall. You’ll face new unexpected challenges, which is the only way to grow.
Product design can not start with what looks good on Dribbble
I have an embarrassing confession: when I began the redesign, I had a secret goal of making something that would look gorgeous in my portfolio. I have a collection of product shots that I admire on Dribbble; examples of beautiful dashboards and widgets and UI elements that look good enough to frame. I wanted people to feel the same way about the final outcome of our redesign. Mistakenly, this was a factor in my initial work. I opened Photoshop and crafted pixel-perfect static buttons and form elements and color palettes that — when applied to our actual product — looked like a toddler beauty pageant. It added up to a lot of unusable shininess, noise, and silliness.
I was disappointed; these elements seemed so lovely in isolation, but in context, they felt tacky and overblown. I realized: I’m not here to design the world’s most beautiful drop down menu. Good design has nothing to do with ego, but in my experience designers are, at least a little bit, secret divas. I’m no exception. I had to remind myself that I am not working in service of a bigger Dribbble following or to create the most Pinterest-ing work. My function is solely to serve the users — to make life a little better for the good people who keep my company in business.
This meant letting go of pixel-level beauty to create something bigger and harder: a system of elements that work together in harmony in many contexts. The visual style exists to guide the users. When done well, it becomes a language that users understand, so when they encounter a new feature or have a new goal, they already feel comfortable navigating it. This meant stripping back my gorgeous animated menu into something that didn’t detract from important neighboring content, and could easily fit in other parts of the app. In order to know what visual style would support the users, I had to take a wider view of the product as a whole.
Just accept that designing a great product – like many worthwhile pursuits – is initially laborious and messy
Once I realized I couldn’t start by creating the most Dribbble-worthy thing, I knew I’d have to begin with the unglamorous, frustrating, but weirdly wonderful work of mapping out how the product’s content could better be structured. Since we’re redesigning an existing product, I assumed this would be fairly straightforward: the functionality was already in place, and my job was just to structure it in a more easily navigable way.
I started by handing off a few wireframes of the key screens to the developer, and that’s when the questions began rolling in: “If we move this content into a modal, how will it affect this similar action here?” “What happens if they don’t add video tags, but they do add a description?” “What if the user has a title that is 500 characters long?” “What if they want their video to be private to some users, but accessible to others?”.
How annoying (but really, fantastic) that people use our product in so many ways. Turns out, product design isn’t about laying out elements in the most ideal scenario for the user that’s most convenient for you. As product designers, we have to foresee every outcome, and anticipate every potential user need.
Which brings me to another annoying epiphany: if you want to do it well, and account for every user, product design is so much more snarly and tangled than you’d expect going in. I began with a simple goal: to improve the experience on just one of our key product pages. However, every small change impacts every part of the product to some degree, and that impact has to be accounted for. Every decision is based on assumptions that have to be tested; I test my assumptions by observing users, talking to the team, wireframing, and prototyping. Many of my assumptions are wrong. There are days when it’s incredibly frustrating, because an elegant solution for users with one goal will complicate life for users with another goal. It’s vital to solve as many scenarios as possible, even though this is slow, sometimes mind-bending work.
As a side bonus, wireframing and prototyping every potential state in a product is tedious, but your developers will thank you for it. It’s not their job to solve what happens when there’s an empty state, error, or edge case. Showing you’ve accounted for these scenarios will win a developer’s respect; failing to do so will frustrate them.
When you’ve created and tested a system that supports user needs, it will be beautiful
Remember what I said in the beginning about wanting to create a Dribbble-worthy product? When I stopped focusing on the visual details of the design (color, spacing, light and shadow, font choices) and focused instead on structuring the content to maximize usability and delight, a beautiful design began to emerge naturally.
I began with grayscale, flat wireframes as a strategy to keep me from getting pulled into the visual style before the user experience was established. As I created a system of elements that worked in harmony, the visual style choices became obvious. Some buttons would need to be brighter and sit off the page to help the user spot important actions. Some elements would need line separators to create a hierarchy, where others could stand on their own as an emphasized piece of content. As the user experience took shape, the visual style emerged naturally to support it. The result is a product that feels beautiful to use, because I was thoughtful about the experience first.
A big takeaway from this process has been that my assumptions will often be proven wrong. My assumptions about how to design a great product, and how users will interact with that product, have been tested and revised repeatedly. At SproutVideo we’re about to undertake the biggest test of our work; we’re going to launch a small part of the product redesign to our users. If I’ve learned anything, it’s that I will continue to be humbled by the ongoing effort of making the best product I can, which is a wonderful thing.
Next year, I hope you all get to do work that takes you out of our comfort zone. Be regularly confounded and embarrassed by your wrong assumptions, learn from them, and come back and tell us what you learned in 2016. |
2015 |
Meagan Fisher |
meaganfisher |
2015-12-14T00:00:00+00:00 |
https://24ways.org/2015/what-i-learned-about-product-design-this-year/ |
design |
| 72 |
Designing with Contrast |
When an appetite for aesthetics over usability becomes the bellwether of user interface design, it’s time to reconsider who we’re designing for.
Over the last few years, we have questioned the signifiers that gave obvious meaning to the function of interface elements. Strong textures, deep shadows, gradients — imitations of physical objects — were discarded. And many, rightfully so. Our audiences are now more comfortable with an experience that feels native to the technology, so we should respond in kind.
Yet not all of the changes have benefitted users. Our efforts to simplify brought with them a trend of ultra-minimalism where aesthetics have taken priority over legibility, accessibility and discoverability. The trend shows no sign of losing popularity — and it is harming our experience of digital content.
A thin veneer
We are in a race to create the most subdued, understated interface. Visual contrast is out. In its place: the thinnest weights of a typeface and white text on bright color backgrounds. Headlines, text, borders, backgrounds, icons, form controls and inputs: all grey.
While we can look back over the last decade and see minimalist trends emerging on the web, I think we can place a fair share of the responsibility for the recent shift in priorities on Apple. The release of iOS 7 ushered in a radical change to its user interface. It paired mobile interaction design to the simplicity and eloquence of Apple’s marketing and product design. It was a catalyst. We took what we saw, copied and consumed the aesthetics like pick-and-mix.
New technology compounds this trend. Computer monitors and mobile devices are available with screens of unprecedented resolutions. Ultra-light type and subtle hues, difficult to view on older screens, are more legible on these devices. It would be disingenuous to say that designers have always worked on machines representative of their audience’s circumstances, but the gap has never been as large as it is now. We are running the risk of designing VIP lounges where the cost of entry is a Mac with a Retina display.
Minimalist expectations
Like progressive enhancement in an age of JavaScript, many good and sensible accessibility practices are being overlooked or ignored. We’re driving unilateral design decisions that threaten accessibility. We’ve approached every problem with the same solution, grasping on to the integrity of beauty, focusing on expression over users’ needs and content.
Someone once suggested to me that a client’s website should include two states. The first state would be the ideal experience, with low color contrast, light font weights and no differentiation between links and text. It would be the default. The second state would be presented in whatever way was necessary to meet accessibility standards. Users would have to opt out of the default state via a toggle if it wasn’t meeting their needs. A sort of first-class, upper deck cabin equivalent of graceful degradation. That this would divide the user base was irrelevant, as the aesthetics of the brand were absolute.
It may seem like an unusual anecdote, but it isn’t uncommon to see this thinking in our industry. Again and again, we place the burden of responsibility to participate in a usable experience on others. We view accessibility and good design as mutually exclusive. Taking for granted what users will tolerate is usually the forte of monopolistic services, but increasingly we apply the same arrogance to our new products and services.
Imitation without representation
All of us are influenced in one way or another by one another’s work. We are consciously and unconsciously affected by the visual and audible activity around us. This is important and unavoidable. We do not produce work in a vacuum. We respond to technology and culture. We channel language and geography. We absorb the sights and sounds of film, television, news. To mimic and copy is part and parcel of creating something an audience of many can comprehend and respond to. Our clients often look first to their competitors’ products to understand their success.
However, problems arise when we focus on style without context; form without function; mimicry as method. Copied and reused without any of the ethos of the original, stripped of deliberate and informed decision-making, the so-called look and feel becomes nothing more than paint on an empty facade.
The typographic and color choices so in vogue today with our popular digital products and services have little in common with the brands they are meant to represent.
For want of good design, the message was lost
The question to ask is: does the interface truly reflect the product? Is it an accurate characterization of the brand and organizational values? Does the delivery of the content match the tone of voice?
The answer is: probably not. Because every organization, every app or service, is unique. Each with its own personality, its own values and wonderful quirks. Design is communication. We should do everything in our role as professionals to use design to give voice to the message. Our job is to clearly communicate the benefits of a service and unreservedly allow access to information and content. To do otherwise, by obscuring with fashionable styles and elusive information architecture, does a great disservice to the people who chose to engage with and trust our products.
We can achieve hierarchy and visual rhythm without resorting to extreme reduction. We can craft a beautiful experience with fine detail and curiosity while meeting fundamental standards of accessibility (and strive to meet many more).
Standards of excellence
It isn’t always comfortable to step back and objectively question our design choices. We get lost in the flow of our work, using patterns and preferences we’ve tried and tested before. That our decisions often seem like second nature is a gift of experience, but sometimes it prevents us from finding our blind spots.
I was first caught out by my own biases a few years ago, when designing an interface for the Bank of England. After deciding on the colors for the typography and interactive elements, I learned that the site had to meet AAA accessibility standards. My choices quickly fell apart. It was eye-opening. I had to start again with restrictions and use size, weight and placement instead to construct the visual hierarchy.
Even now, I make mistakes. On a recent project, I used large photographs on an organization’s website to promote their products. Knowing that our team had control over the art direction, I felt confident that we could compose the photographs to work with text overlays. Despite our best effort, the cropped images weren’t always consistent, undermining the text’s legibility. If I had the chance to do it again, I would separate the text and image.
So, what practical things can we consider to give our users the experience they deserve?
Put guidelines in place
Think about your brand values. Write down keywords and use them as a framework when choosing a typeface. Explore colors that convey the organization’s personality and emotional appeal.
Define a color palette that is web-ready and meets minimum accessibility standards. Note which colors are suitable for use with text. Only very dark hues of grey are consistently legible so keep them for non-essential text (for example, as placeholders in form inputs).
Find which background colors you can safely use with white text, and consider integrating contrast checks into your workflow.
Use roman and medium weights for body copy. Reserve lighter weights of a typeface for very large text. Thin fonts are usually the first to break down because of aliasing differences across platforms and screens.
Check that the size, leading and length of your type is always legible and readable. Define lower and upper limits. Small text is best left for captions and words in uppercase.
Avoid overlaying text on images unless it’s guaranteed to be legible. If it’s necessary to optimize space in the layout, give the text a container. Scrims aren’t always reliable: the text will inevitably overlap a part of the photograph without a contrasting ground.
Test your work
Review legibility and contrast on different devices. It’s just as important as testing the layout of a responsive website. If you have a local device lab, pay it a visit.
Find a computer monitor near a window when the sun is shining. Step outside the studio and try to read your content on a mobile device with different brightness levels.
Ask your friends and family what they use at home and at work. It’s one way of making sure your feedback isn’t always coming from a closed loop.
Push your limits
You define what the user sees. If you’ve inherited brand guidelines, question them. If you don’t agree with the choices, make the case for why they should change.
Experiment with size, weight and color to find contrast. Objects with low contrast appear similar to one another and undermine the visual hierarchy. Weak relationships between figure and ground diminish visual interest. A balanced level of contrast removes ambiguity and creates focal points. It captures and holds our attention.
If you’re lost for inspiration, look to graphic design in print. We have a wealth of history, full of examples that excel in using contrast to establish visual hierarchy.
Embrace limitations. Use boundaries as an opportunity to explore possibilities.
More than just a facade
Designing with standards encourages legibility and helps to define a strong visual hierarchy. Design without exclusion (through neither negligence or intent) gets around discussions of demographics, speaks to a larger audience and makes good business sense. Following the latest trends not only weakens usability but also hinders a cohesive and distinctive brand.
Users will make means when they need to, by increasing browser font sizes or enabling system features for accessibility. But we can do our part to take as much of that burden off of the user and ask less of those who need it most.
In architecture, it isn’t buildings that mimic what is fashionable that stand the test of time. Nor do we admire buildings that tack on separate, poorly constructed extensions to meet a bare minimum of safety regulations. We admire architecture that offers well-considered, remarkable, usable spaces with universal access.
Perhaps we can take inspiration from these spaces. Let’s give our buildings a bold voice and make sure the doors are open to everyone. |
2015 |
Mark Mitchell |
markmitchell |
2015-12-13T00:00:00+00:00 |
https://24ways.org/2015/designing-with-contrast/ |
design |
| 73 |
How to Make Your Site Look Half-Decent in Half an Hour |
Programmers like me are often intimidated by design – but a little effort can give a huge return on investment. Here are one coder’s tips for making any site quickly look more professional.
I am a programmer. I am not a designer. I have a degree in computer science, and I don’t mind Comic Sans. (It looks cheerful. Move on.)
But although I am a programmer, I want to make my sites look attractive. This is partly out of vanity, and partly realism. Vanity because I want people to think my work is good, and realism because the research shows that people won’t think a site is credible unless it also looks attractive.
For a very long time after I became a programmer, I was scared of design. Design seemed to consist of complicated rules that weren’t written down anywhere, plus an unlearnable sense of taste, possessed only by a black-clad elite.
But a little while ago, I decided to do my best to hack what it took to make my own projects look vaguely attractive. And although this doesn’t come close to the effect a professional designer could achieve, gathering these resources for improving a site’s look and feel has been really helpful.
If I hadn’t figured out some basic design shortcuts, it’s unlikely that a weekend hack of mine would have ended up on page three of the Daily Mail. And too often now, I see excellent programming projects that don’t reach the audience they deserve, simply because their design doesn’t match their execution.
So, if you are a developer, my Christmas present to you is this: my own collection of hacks that, used rightly, can make your personal programming projects look professional, quickly. None are hard to learn, most are free, and they let you focus on writing code.
One thing to note about these tips, though. They are a personal, pragmatic compilation. They are suggestions, not a definitive guide. You will definitely get better results by working with a professional designer, and by studying design more deeply.
If you are a designer, I would love to hear your suggestions for the best tools that I’ve missed, and I’d love to know how we programmers can do things better.
With that, on to the tools…
1. Use Bootstrap
If you’re not already using Bootstrap, start now. I really think that Bootstrap is one of the most significant technical achievements of the last few years: it democratizes the whole process of web design.
Essentially, Bootstrap is a a grid system, with a bunch of common elements. So you can lay your site out how you want, drop in simple elements like forms and tables, and get a good-looking, consistent result, without spending hours fiddling with CSS. You just need HTML.
Another massive upside is that it makes it easy to make any site responsive, so you don’t have to worry about writing media queries. Go, get Bootstrap and check out the examples. To keep your site lightweight, you can customize your download to include only the elements you want.
If you have more time, then Mark Otto’s article on why and how Bootstrap was created at Twitter is well worth a read.
2. Pimp Bootstrap
Using Bootstrap is already a significant advance on not using Bootstrap, and massively reduces the tedium of front-end development. But you also run the risk of creating Yet Another Bootstrap Site, or Hack Day Design, as it’s known.
If you’re really pressed for time, you could buy a theme from Wrap Bootstrap. These are usually created by professional designers, and will give a polish that we can’t achieve ourselves. Your site won’t be unique, but it will look good quickly.
Luckily, it’s pretty easy to make Bootstrap not look too much like Bootstrap – using fonts, CSS effects, background images, colour schemes and so on. Most of the rest of this article covers different ways to achieve this.
We are going to customize this Bootstrap example page.
This already has some custom CSS in the <head>. We’ll pull it all out, and create a new CSS file, custom.css. Then we add a reference to it in the header. Now we’re ready to start customizing things.
3. Fonts
Web fonts are one of the quickest ways to make your site look distinctive, modern, and less Bootstrappy, so we’ll start there.
First, we can add some sweet fonts, from Google Web Fonts. The intimidating bit is choosing fonts that look nice together. Luckily, there are plenty of suggestions around the web: we’re going to use one of DesignShack’s suggested free Google Fonts pairings. Our fonts are Corben (for headings) and Nobile (for body copy).
Then we add these files to our <head>.
<link href="http://fonts.googleapis.com/css?family=Corben:bold" rel="stylesheet" type="text/css">
<link href="http://fonts.googleapis.com/css?family=Nobile" rel="stylesheet" type="text/css">
…and this to custom.css:
h1, h2, h3, h4, h5, h6 {
font-family: 'Corben', Georgia, Times, serif;
}
p, div {
font-family: 'Nobile', Helvetica, Arial, sans-serif;
}
Now our example looks like this. It’s not going to win any design awards, but it’s immediately better:
I also recommend the web font services Fontdeck, or Typekit – these have a wider selection of fonts, and are worth the investment if you regularly need to make sites look good. For more font combinations, Just My Type suggests appealing pairings from Typekit. Finally, you can experiment with type pairing ideas at Type Connection. For the design background on pairing fonts, Typekit’s post is worth a read.
4. Textures
An instant way to make a site look classy is to use textures. You know the grey, stripy, indefinably elegant background on 24ways.org? That.
If only there was a superb resource listing attractive, free, ready-to-use textures… Oh wait, there’s Atle Mo’s Subtle Patterns.
We’re going to use Cream Dust, for an effect that can only be described as subtle. We download the file to a new /img/ directory, then add this to the CSS file:
body {
background: url(/img/cream_dust.png) repeat 0 0;
}
Bang:
For some design background on patterns, I recommend reading through Smashing Magazine’s guidelines on textures. (TL;DR version: use textures to enhance beauty, and clarify the information architecture of your site; but don’t overdo it, or inadvertently obscure your text.)
Still more to do, though. Onwards.
5. Icons
Last year’s 24 ways taught us to use icon fonts for our site icons.
This is great for the time-pressed coder, because icon fonts don’t just cut down on HTTP requests – they’re a lot quicker to set up than image-based icons, too.
Bootstrap ships with an extensive, free for commercial use icon set in the shape of Font Awesome. Its icons are safe for screen readers, and can even be made to work in IE7 if needed (we’re not going to bother here).
To start using these icons, just download Font Awesome, and add the /fonts/ directory to your site and the font-awesome.css file into your /css/ directory. Then add a reference to the CSS file in your header:
<link rel="stylesheet" href="/css/font-awesome.css">
Finally, we’ll add a truck icon to the main action button, as follows. Why a truck? Why not?
<a class="btn btn-large btn-success" href="#"><i class="icon-truck"></i> Sign up today</a>
We’ll also tweak our CSS file to stop the icon nudging up against the button text:
.jumbotron .btn i {
margin-right: 8px;
}
And this is how it looks:
Not the most exciting change ever, but it livens up the page a bit. The licence is CC-BY-3.0, so we also include a mention of Font Awesome and its URL in the source code.
If you’d like something a little more distinctive, Shifticons lets you pay a few cents for individual icons, with the bonus that you only have to serve the icons you actually use, which is more efficient. Its icons are also friendly to screen readers, but won’t work in IE7.
6. CSS3
The next thing you could do is add some CSS3 goodness. It can really help the key elements of the site stand out.
If you are pressed for time, just adding box-shadow and text-shadow to emphasize headings and standouts can be useful:
h1 {
text-shadow: 1px 1px 1px #ccc;
}
.div-that-you want-to-stand-out {
box-shadow: 0 0 1em 1em #ccc;
}
We have a little more time though, so we’re going to do something more subtle. We’ll add a radial gradient behind the main heading, using an online gradient editor.
The output is hefty, but you can see it in the CSS. Note that we also need to add the following to our HTML, for IE9 support:
<!--[if gte IE 9]>
<style type="text/css">
.gradient {
filter: none;
}
</style>
<![endif]-->
And the effect – I don’t know what a designer would think, but I like the way it makes the heading pop.
For a crash course in useful modern CSS effects, I highly recommend CodeSchool’s online course in Functional HTM5 and CSS3. It costs money ($25 a month to subscribe), but it’s worth it for the time you’ll save. As a bonus, you also get access to some excellent JavaScript, Ruby and GitHub courses.
(Incidentally, if you find yourself fighting with basic float and display attributes in CSS – and there’s no shame in it, CSS layout is not intuitive – I recommend the CSS Cross-Country course at CodeSchool.)
7. Add a twist
We could leave it there, but we’re going to add a background image, and give the site some personality.
This is the area of design that I think many programmers find most intimidating. How do we create the graphics and photographs that a designer would use? The answer is iStockPhoto and its competitors – online image libraries where you can find and pay for images. They won’t be unique, but for our purposes, that’s fine.
We’re going to use a Christmassy image. For a twist, we’re going to use Backstretch to make it responsive.
We must pay for the image, then download it to our /img/ directory. Then, we set it as our <body>’s background-image, by including a JavaScript file with just the following line:
$.backstretch("/img/winter.jpg");
We also reset the subtle pattern to become the background for our container image. It would look much better transparent, so we can use this technique in GIMP to make it see-through:
.container-narrow {
background: url(/img/cream_dust_transparent.png) repeat 0 0;
}
We also fiddle with the padding on body and .container-narrow a bit, and this is the result:
(Aside: If this were a real site, I’d want to buy images in multiple sizes and ensure that Backstretch chose the most appropriately sized image for our screen, perhaps using responsive images.)
How to find the effects that make a site interesting? I keep a set of bookmarks for interesting JavaScript and CSS effects I might want to use someday, from realistic shadows to animating grids. The JavaScript Weekly newsletter is a great source of ideas.
8. Colour schemes
We’re just about getting there – though we’re probably past half an hour now – but that button and that menu still both look awfully Bootstrappy.
Real sites, with real designers, have a colour palette, carefully chosen to harmonize and match the brand profile. For our purposes, we’re just going to borrow some colours from the image. We use Gimp’s colour picker tool to identify the hex values of the blue of the snow. Then we can use Color Scheme Designer to find contrasting, but complementary, colours.
Finally, we use those colours for our central button. There are lots of tools to help us do this, such as Bootstrap Buttons. The new HTML is quite long, so I won’t paste it all here, but you can find it in the CSS file.
We also reset the colour of the pills in the navigation menu, which is a bit easier:
.nav-pills > .active > a, .nav-pills > .active > a:hover {
background-color: #FF9473;
}
I’m not sure if the result is great to be honest, but at least we’ve lost those Bootstrap-blue buttons:
Another way to do it, if you didn’t have an image to match, would be to borrow an attractive colour scheme. Colourlovers is a community where people create and share ready-made colour palettes.
The key thing is to find a palette with an open licence, so you can legitimately use it. Unfortunately, you can’t search for palettes by licence type, but many do have open licences. Here’s a popular palette with a CC-BY-SA licence that allows reuse with attribution.
As above, you can use the hex values from the palette in your custom CSS, and bask in the newly colourful results.
9. Read on
With the above techniques, you can make a site that is starting to look slightly more professional, pretty quickly.
If you have the time to invest, it’s well worth learning some design principles, if only so that design seems less intimidating and more like fun. As part of my design learning, I read a few introductory design books aimed at coders. The best I found was David Kadavy’s Design for Hackers: Reverse-Engineering Beauty, which explains the basic principles behind choosing colours, fonts, typefaces and layout.
In the introduction to his book, David writes:
No group stands to gain more from design literacy than hackers do… The one subject that is exceedingly frustrating for hackers to try to learn is design. Hackers know that in order to compete against corporate behemoths with just a few lines of code, they need to have good, clear design, but the resources with which to learn design are simply hard to find.
Well said. If you have half a day to invest, rather than half an hour, I recommend getting hold of David’s book.
And the journey is over. Perhaps that took slightly more than half an hour, but with practice, using the above techniques can become second nature. What useful tools have I missed? Designers, how would you improve on the above? I would love to know, so please give me your views in the comments. |
2012 |
Anna Powell-Smith |
annapowellsmith |
2012-12-16T00:00:00+00:00 |
https://24ways.org/2012/how-to-make-your-site-look-half-decent/ |
design |
| 74 |
Should We Be Reactive? |
Evolution
Looking at the evolution of the web and the devices we use should help remind us that the times we’re adjusting to are just another step on a journey. These times seem to be telling us that we need to embrace flexibility.
Imagine an HTML file containing nothing but text. It’s viewable on any web-capable device and reasonably readable: the notion of the universality of the web was very much a founding principle. Right from the beginning, browser vendors understood that we’d want text to reflow (why wouldn’t we?), so I consider the first websites to have been fluid.
As we attempted to exert more control through our designs in the early days of the web, debates about whether we should produce fixed or fluid sites raged. We could create fluid designs using tables, but what we didn’t have then was a wide range of web capable devices or the ability to control this fluidity. The biggest changes occurred when stats showed enough people using a different screen resolution we could cater for.
To me, the techniques of responsive web design provide the control we were missing. Combining new approaches to layout and images with media queries empowered us to learn how to embrace the inherent flexibility of the web in ways to suit our work and the devices used by our audience.
Perhaps another kind of flexibility might be found in how we use context to affect how we present our content; to consider how we might use the information we can access from people, browsers and devices to provide web experiences – effectively creating sites that react to initial or changing circumstances in the relationship between people and our content.
Embracing flexibility
So what is context? Put simply, you could think of it as a secondary piece of information that helps clarify the meaning of the first. It helps set a scene or describe circumstances. I think that Cennydd Bowles has summed it up really well through talks he’s given recently, in which he’s arrived at the acronym DETAILS (Device, Environment, Time, Activity, Individual, Location, Social) – I encourage you to keep an eye out for his next book due in the new year where he’ll explore this idea much further. This clarity over what context could mean in terms of what we do on the web is fundamental, directing us towards ways we might use it.
When you stop to think about it, we’ve been using some basic pieces of this information right from the beginning, like bits of JavaScript or Java applets that serve an appropriate greeting to your site’s visitors, or show their location, or even local weather. But what if we think of this from the beginning of our projects?
We should think about our content first. Once we know this and have a direction, perhaps then we can think about what context, or even multiple contexts, might help us to communicate more effectively.
The real world
There’s always been a disconnect between the real world and the web, which is to be expected. But the world around us is a sea of data; every fundamental building block: people, places, events and things have information waiting to be explored.
For sites based around physical objects or locations, this divide is really apparent. We don’t ordinarily take the time to describe in code the properties of a place, or consider whether your relationship to the place in the real world should have any impact on your relationship with a site about it.
When I think about local businesses, they have such rich properties to draw on and yet we don’t really explore them in any meaningful way, even through something as simple as opening hours.
Now we have data…
We’ve long had access to the current time both on server- and client-sides. The use of geolocation is easier than ever, but when we look at the range of information we could glean to help us make some choices, maybe there’s some help on the horizon from projects like the W3C Device APIs Working Group. This might prove useful to help make us aware of network and battery conditions of a device, along with the potential to gain data from other sensors, which could tell us about lighting conditions, ambient noise levels and temperature depending on the capabilities of the device.
It may be that our sites have some form of login or access to your profile from another site. Along with data from our devices and browsers, this should give us a sense of how best to talk to our audience in certain situations. We don’t necessarily need to know any personal details, just enough to make decisions about how to present our sites.
The reactive web?
So why reactive web design? I’m hoping that a name might help us to have a common vocabulary not only about what we mean when we talk about context, but how it could be considered through our projects, right from the early stages. How could this manifest itself?
A simple example might be a location-aware panel on your site. Perhaps the space is a little down in your content hierarchy but serves a perfectly valid purpose by default. To visitors outside the country perhaps this works fine, but within your country maybe this panel could be used to communicate more effectively. Further still, if we knew the visitors were in the vicinity, we could talk to them more directly.
What if both time and location were relevant? This space could work as before but you could consider how time could intersect with your local audience. If you know they’re local and it’s a certain time of day, you could communicate directly with them.
This example isn’t beyond what banner ads often do and uses easily accessible information. There are more unusual combinations we may be able to find, such as movement and presence. Perhaps a site that tells a story, which changes design and content based on whether you’re moving, how long you’ve been on the site and how far you’ve travelled. This isn’t what we typically expect from websites, but we should bear in mind that what websites are now will not be what they become in the future.
You could do much of this contextual presentation through native apps, of course. The Silent History, an app novel written and designed for iPad and iPhone, uses an exploration element, providing “hundreds of location-based stories across the U.S. and around the world. These can be read only when your device’s GPS matches the coordinates of the specified location.” But considering the universality of the web, we could redefine what web-based experiences should be like. Not all methods would work well on the web, but that’s a decision that has to be made for a specific project.
By thinking more broadly about any web-capable device, we can use what we know to provide relevant experiences for our site’s visitors. We need to be sure what we mean by relevant, of course!
Reality bites
While there are incredible possibilities, from a simple panel on a site to something bordering on living sites that evolve and change with our circumstances, we need to act with a degree of pragmatism and understand how much of what we could do is based on assumptions and the bias of our own experiences.
We could go wild with changing the way our content is presented based on contextual information, but if we’re not careful what we end up with confuses and could provide a very fractured experience. As much as possible we need to think more ethnographically, observe and question people in the situations we think may be relevant, and test our assumptions as early as we can. Even on small projects, there may be ways we can validate our assumptions and test with our audience. The key to applying contextual content or cues is not to break the experience between contextual views (as I think we now wouldn’t when hiding content on a mobile view).
It’s another instance of progressive enhancement – as we know certain pieces of information, we can enhance the experience. Also, if you do change content, how can you not make a more cumbersome experience for your visitors?
It’s all about communication
Content is at the core of what we do, but if we consider context we need to understand the impact on that. The effect could be as subtle as an altered hierarchy, involve swapping out panels of content, or in extreme instances perhaps all of your content might change. In some ways, this extends the notion of adaptive content that Karen McGrane has been talking about, to how we write and store the content we create. Thinking about the the impact of context may require us to re-evaluate our site structure, too. Whatever we decide, we have to be clear what will happen and manage the expectations of our users.
The bottom line
What I’m proposing isn’t that we go crazy and end up with a confused, disjointed set of experiences across the web. What I hope is that starting right from the beginning of a project, we think about what context is and could be, and see what relevance it might have to what we’re trying to communicate. This strategic process leads us to think about design.
We are slowly adapting to what it means to be flexible through responsive and adaptive processes. What does thinking about contextual states mean to us (or designing for state in general)? Does this highlight again how difficult it’ll be for our tools to keep up with our processes and output?
In terms of code, the vast majority of this data comes from the client-side through JavaScript. While we can progressively enhance, this could lead to a lot of code bloat through feature or capability detection, and potentially a lot of conditional loading of scripts. It’s a real shame we don’t get much we can rely on from the server-side – we know how unreliable user agents are!
We need to understand why we’d do this. Are we trying to communicate well and be useful, or doing it to show off? Underneath it all, what do we base our decisions on? Do we have actual insight or are we proceeding from our assumptions and the bias of our own experiences? Scott Jenson summed it up best for me: (to paraphrase) the pain we put people through has to be greatly outweighed by the value we offer.
I see that this could be another potential step in our evolution on the web; continuing this exploration of the flexibility the web allows us. It’s amazing we can do such incredible things from what is essentially a set of disparate, linked documents. |
2012 |
Dan Donald |
dandonald |
2012-12-09T00:00:00+00:00 |
https://24ways.org/2012/should-we-be-reactive/ |
design |
| 77 |
Colour Accessibility |
Here’s a quote from Josef Albers:
In visual perception a colour is almost never seen as it really is[…] This fact makes colour the most relative medium in art.Josef Albers, Interaction of Color, 1963
Albers was a German abstract painter and teacher, and published a very famous course on colour theory in 1963. Colour is very relative — not just in the way that it appears differently across different devices due to screen quality and colour management, but it can also be seen differently by different people — something we really need to be more mindful of when designing.
What is colour blindness?
Colour blindness very rarely means that you can’t see any colour at all, or that people see things in greyscale. It’s actually a decreased ability to see colour, or a decreased ability to tell colours apart from one another.
How does it happen?
Inside the typical human retina, there are two types of receptor cells — rods and cones. Rods are the cells that allow us to see dark and light, and shape and movement. Cones are the cells that allow us to perceive colour. There are three types of cones, each responsible for absorbing blue, red, and green wavelengths in the spectrum.
Problems with colour vision occur when one or more of these types of cones are defective or absent entirely, and these problems can either be inherited through genetics, or acquired through trauma, exposure to ultraviolet light, degeneration with age, an effect of diabetes, or other factors.
Colour blindness is a sex-linked trait and it’s much more common in men than in women. The most common type of colour blindness is called deuteranomaly which occurs in 7% of males, but only 0.5% of females. That’s a pretty significant portion of the population if you really stop and think about it — we can’t ignore this demographic.
What does it look like?
People with the most common types of colour blindness, like protanopia and deuteranopia, have difficulty discriminating between red and green hues. There are also forms of colour blindness like tritanopia, which affects perception of blue and yellow hues. Below, you can see what a colour wheel might look like to these different people.
What can we do?
Here are some things you can do to make your websites and apps more accessible to people with all types of colour blindness.
Include colour names and show examples
One of the most common annoyances I’ve heard from people who are colour-blind is that they often have difficulty purchasing clothing and they will sometimes need to ask another person for a second opinion on what the colour of the clothing might actually be. While it’s easier to shop online than in a physical store, there are still accessibility issues to consider on shopping websites.
Let’s say you’ve got a website that sells T-shirts. If you only show a photo of the shirt, it may be impossible for a person to tell what colour the shirt really is. For clarification, be sure to reference the name of the colour in the description of the product.
United Pixelworkers does a great job of following this rule. The St. John’s T-shirt has a quirky palette inspired by the unofficial pink, white and green Newfoundland flag, and I can imagine many people not liking it.
Another common problem occurs when a colour filter has been added to a product search. Here’s an example from a clothing website with unlabelled colour swatches, and how that might look to someone with deuteranopia-type colour blindness.
The colour search filter below, from the H&M website, is much better since it uses names instead.
At first glance, Urban Outfitters also uses unlabelled colour swatches on product pages (below), but on closer inspection, the colour name is displayed on hover. This isn’t an ideal solution, because although it’ll work on a desktop browser, it won’t work on a touchscreen device where hovering isn’t an option.
Using overly fancy colour names, like the ones you might find labelling high-end interior paint can be just as confusing as not using a colour name at all. Names like grape instead of purple don’t really give the viewer any useful information about what the colour actually is on a colour wheel. Is grape supposed to be purple, or could it refer to red grapes or even green? Stick with hue names as much as possible.
Avoid colour-specific instructions
When designing forms, avoid labelling required fields only with coloured text. It’s safer to use a symbol cue like the asterisk which is colour-independent.
A similar example would be directing a user to click a green button to purchase a product. Label your buttons clearly and reference them in the site copy by function, not colour, to avoid confusion.
Don’t rely on colour coding
Designing accessible maps and infographics can be much more challenging.
Don’t rely on colour coding alone — try to use a combination of colour and texture or pattern, along with precise labels, and reflect this in the key or legend. Combine a blue background with a crosshatched pattern, or a pink background with a stippled dot — your users will always have two pieces of information to work with.
The map of the London subway system is an iconic image not just in London, but around the world. Unfortunately, it contains some colours that are indistinguishable from each other to a person with a vision problem. This is true not only for the London underground, but also for any other wayfinding system that relies on colour coding as the only key in a legend.
There are printable versions of the map available online in black and white, using patterns and shades of black and grey that are distinguishable, but the point is that there would be no need for such a map if it were designed with accessibility in mind from the beginning. And, if you’re a person who has a physical disability as well as a vision problem, the “Step-Free” guide map which shows stations is based on the original coloured map.
Provide alternatives and customization
While it’s best to consider these issues and design your app to be accessible by default, sometimes this might not be possible. Providing alternative styles or allowing users to edit their own colours is a feature to keep in mind.
The developers of the game Faster Than Light created an alternate colour-blind mode and asked for public feedback to make sure that it passed the test. Not much needed to be done, but you can see they added stripes to the red zones and changed some outlines to blue.
iChat is also a good example. Although by default it uses coloured bubbles to indicate a user’s status (available for chat, away or idle, or busy), included in the preferences is a “User Shapes to Indicate Status” option, which changes the shape of the standard circles to green circles, yellow triangles and red squares.
Pay attention to contrast
Colours that are similar in value but different in hue may be easy to distinguish between for a user with good vision, but a person who suffers from colour blindness may not be able to tell them apart at all. Proofing your work in greyscale is a quick way to tell if there’s enough contrast between the most important information in your design.
Check with a simulator
There are many tools out there for simulating different types of colour blindness, and it’s worth checking your design to catch any potential problems up front.
One is called Sim Daltonism and it’s available for Mac OS X. It’ll show a pop-up preview next to your cursor and you can choose which type of colour blindness you want to test from a drop-down menu.
You can also proof for the two most common types of colour blindness right in Photoshop or Illustrator (CS4 and later) while you’re designing.
The colour contrast check tool from designer and developer Jonathan Snook gives you the option to enter a colour code for a background, and a colour code for text, and it’ll tell you if the colour contrast ratio meets the Web Content Accessibility Guidelines 2.0. You can use the built-in sliders to adjust your colours until they meet the compliant contrast ratios. This is a great tool to test your palette before going live.
For live websites, you can use the accessibility tool called WAVE, which also has a contrast checker. It’s important to keep in mind, though, that while WAVE can identify contrast errors in text, other things can slip through, so a site that passes the test does not automatically mean it’s accessible in reality.
For example, the contrast checker here doesn’t notice that our red link in the introduction isn’t underlined, and therefore could blend into the surrounding paragraph text.
I know that once I started getting into the habit of checking my work in a simulator, I became more mindful of any potential problem areas and it was easier to avoid them up front. It’s also made me question everything I see around me and it sends red flags off in my head if I think it’s a serious colour blindness fail. Understanding that colour is relative in the planning stages and following these tips will help us make more accessible design for all. |
2012 |
Geri Coady |
gericoady |
2012-12-04T00:00:00+00:00 |
https://24ways.org/2012/colour-accessibility/ |
design |
| 81 |
Science! |
Sometimes we want to capture people’s attention at a glance to communicate something fast. At other times we want to have the interface fade away into the background, letting people paint pictures in their minds with our words (if you’ll forgive a little flowery festive flourish).
I tend to distinguish between these two broad objectives as designing for impact on the one hand, and designing for immersion on the other. What defines them is interruption. Impact needs an attention-grabbing interruption. Immersion requires us to remove interruption from the interface. Careful design deliberately interrupts but doesn’t accidentally disrupt. If that seems to make sense to you, then you’ll find the following snippets of science as useful as I did.
Saccades and fixations
As you’re reading this your eyes are skipping along the lines in tiny jumps. During each jump everything is blurred. Each jump ends in a small pause so your brain can take a snapshot of the letters. It arranges them into words, and then parses out the meaning — fast — in around a quarter of a second.
The jumps are called saccades. The pauses are called fixations. Sometimes we take regressive saccades, skipping back to reread. There’s a simple example in the excellent little book, Detail in Typography, by Jost Hochuli.
If you want to explore the science of reading in much more depth, I recommend the excellent paper, “The Science of Word Recognition”, by Dr Kevin Larson of Microsoft.
To design for legibility and readability is to design for saccades and fixations. It’s the craft of making it easy for people’s brains to extract meaning, using techniques like good contrast, font size, spacing and structure, and only interrupting the reading experience deliberately.
Scan paths
At some point when visiting 24 ways you probably scanned the screen to get orientated. The journey your eyes took is known as a scan path. Scan paths are made up of saccades and fixations. Right now you’re following a scan path as you read, along one line, and down to the next. This is a map of the scan paths found by Olivier Le Meur from observing people looking at Rembrandt’s Leçon d’anatomie:
For websites, the scan path is a little different. This is an aggregate scan path of Google from LC Technologies:
The average shape of a website scan path becomes clearer in this average scan path taken by forty-six people during research by the Poynter Institute, the Estlow Center for Journalism & New Media, and Eyetools:
Just like when we read text arranged left to right in a vertical column, scan paths follow a roughly Z-shaped pattern from the top left to bottom right. Sometimes we skip back to reread a word or sentence, or glance again at a specific element, but the Z-shaped scan path persists.
Designing for scan paths is to organise content to help people move through an interface to get orientated, and to read.
The elements that are important enough to need impact must interrupt the scan path and clearly call attention to themselves. However, they don’t always need to clip people round the ear from multiple directions at once to get attention. It helps to list elements by importance. That gives us an interruption hierarchy to work with. Elements can then interrupt the design with degrees of contrast to the rest of the content using either positioning, treatment, or both. Ta-da! Impact achieved, but gently. No clips round the ear required.
Swinging mood
Human beings are resilient. Among the immersion and occasional interruptions, we even like a little disruption, especially if it’s absurd and funny. The Ling’s Cars website proves it. In fact, we’re so resilient that we can work around all kinds of mayhem to get a seemingly simple task done.
In one study, “The Aesthetics of Reading” (PDF, 480Kb), Dr Kevin Larson of Microsoft and Dr Rosalind Picard of MIT explored the effect of good typography on mood. Two versions of the New Yorker ePeriodical were created. One was typeset well and the other poorly.
They engaged twenty volunteers — half male, half female — and showed the good version to half of the participants. The other half saw the poor version.
The good doctors found that, “there are important differences between good and poor typography that appear to have little effect on common performance measures such as reading speed and comprehension.” In short, good typography didn’t help people read faster or comprehend better.
Oh. On the face of it that seems to invalidate what we designers do. Hold your horses, though! They also found that “the participants who received the good typography performed better on relative subjective duration and on certain cognitive tasks”, and that “good typography induces a good mood.”
This means that even though there were no actual differences in reading speed and comprehension, the people who read the version with good typography thought that it took less time to read, and were induced into a good mood by doing so. Not only that, but by being in a good mood, people were more capable of completing creative tasks faster.
That was a revelation to me. It means that the study showed there is a positive, measurable, emotional and perceptual benefit to good typography and design. To paraphrase: time and tasks fly when you’re having fun!
Source: Nationaal Archief of the Netherlands: Cheering man after the first goal, Netherlands vs. Belgium, Amsterdam, 1931.
So, among all my talk of saccades, fixations, scan paths and typesetting, there is science, and the science helps us qualify our design decisions when we need to, and do our jobs better. The science helps us understand how people will interact with our work, and what the actual benefits are for them, and the products or organisations we serve. Good design equals a subjectively quicker experience, a good mood, objectively faster completion of tasks, and happiness for everyone. Thank you, science! |
2012 |
Jon Tan |
jontan |
2012-12-24T00:00:00+00:00 |
https://24ways.org/2012/science/ |
design |
| 84 |
Responsive Responsive Design |
Now more than ever, we’re designing work meant to be viewed along a gradient of different experiences. Responsive web design offers us a way forward, finally allowing us to “design for the ebb and flow of things.”
With those two sentences, Ethan closed the article that introduced the web to responsive design. Since then, responsive design has taken the web by storm. Seemingly every day, some company is touting their new responsive redesign. Large brands such as Microsoft, Time and Disney are getting in on the action, blowing away the once common criticism that responsive design was a technique only fit for small blogs.
Certainly, this is a good thing. As Ethan and John Allsopp before him, were right to point out, the inherent flexibility of the web is a feature, not a bug. The web’s unique ability to be consumed and interacted with on any number of devices, with any number of input methods is something to be embraced.
But there’s one part of the web’s inherent flexibility that seems to be increasingly overlooked: the ability for the web to be interacted with on any number of networks, with a gradient of bandwidth constraints and latency costs, on devices with varying degrees of hardware power.
A few months back, Stephanie Rieger tweeted
“Shoot me now…responsive design has seemingly become confused with an opportunity to reduce performance rather than improve it.”
I would love to disagree, but unfortunately the evidence is damning. Consider the size and number of requests for four highly touted responsive sites that were launched this year:
74 requests, 1,511kb
114 requests, 1,200kb
99 requests, 1,298kb
105 requests, 5,942kb
And those numbers were for the small screen versions of each site!
These sites were praised for their visual design and responsive nature, and rightfully so. They’re very easy on the eyes and a lot of thought went into their appearance. But the numbers above tell an inconvenient truth: for all the time spent ensuring the visual design was airtight, seemingly very little (if any) attention was given to their performance.
It would be one thing if these were the exceptions, but unfortunately they’re not. Guy Podjarny, who has done a lot of research around responsive performance, discovered that 86% of the responsive sites he tested were either the same size or larger on the small screen as they were on the desktop.
The reality is that high performance should be a requirement on any web project, not an afterthought. Poor performance has been tied to a decrease in revenue, traffic, conversions, and overall user satisfaction. Case study after case study shows that improving performance, even marginally, will impact the bottom line. The situation is no different on mobile where 71% of people say they expect sites to load as quickly or faster on their phone when compared to the desktop.
The bottom line: performance is a fundamental component of the user experience.
So, given it’s extreme importance in the success of any web project, why is it that we’re seeing so many bloated responsive sites?
First, I adamantly disagree with the belief that poor performance is inherent to responsive design. That’s not a rule – it’s a cop-out. It’s an example of blaming the technique when we should be blaming the implementation. This argument also falls flat because it ignores the fact that the trend of fat sites is increasing on the web in general. While some responsive sites are the worst offenders, it’s hardly an issue resigned to one technique.
To fix the issue, we need to stop making excuses and start making improvements instead. Here, then, are some things we can do to start improving the state of responsive performance, and performance in general, right now.
Create a culture of performance
If you understand just how important performance is to the success of a project, the natural next step is to start creating a culture where high performance is a key consideration.
One of the things you can do is set a baseline. Determine the maximum size and number of requests you are going to allow, and don’t let a page go live if either of those numbers is exceeded. The BBC does this with its responsive mobile site.
A variation of that, which Steve Souders discussed in a recent podcast is to create a performance budget based on those numbers. Once you have that baseline set, if someone comes along and wants to add a something to the page, they have to make sure the page remains under budget. If it exceeds the budget, you have three options:
Optimize an existing feature or asset on the page
Remove an existing feature or asset from the page
Don’t add the new feature or asset
The idea here is that you make performance part of the process instead of something that may or may not get tacked on at the end.
Embrace the pain
This troubling trend of web bloat can be blamed in part on the lack of pain associated with poor performance. Most of us work on high-speed connections with low latency. When we fire up a 4Mb site, it doesn’t feel so bad.
When I tested the previously mentioned 5,942kb site on a 3G network, it took over 93 seconds to load. A minute and a half just staring at a white screen. Had anyone working on that project experienced that, you can bet the site wouldn’t have launched in that state.
Don’t just crunch numbers. Fire up your site on a slower network and see what it feels like to wait. If you don’t have access to a slow network, simulate one using a tool like Slowy, Throttle or the Network Conditioner found in Mac OS X 10.7.
Watch for low-hanging fruit
There are a bunch of general performance improvements that apply to any site (responsive or not) but often aren’t made. A great starting point is to refer to Yahoo!‘s list of rules.
Some of this might sound complicated or intimidating, but it doesn’t have to be. You can grab an .htaccess file from HTML 5 Boilerplate or use Sergey Chernyshev’s drop-in .htaccess file. You can use tools like SpriteMe to simplify the creation of sprites, and ImageOptim to compress images.
Just by implementing these simple optimizations you will achieve a noticeable improvement in terms of weight and page load time.
Be careful with images
The most common offender for poor responsive performance is downloading unnecessarily large images, or worse yet, multiple sizes of the same image.
For background images, simply being careful with where and how you include the image can ensure you don’t get caught in the trap of multiple background images being downloaded without being used. Don’t count on display:none to help. While it may hide elements from displaying on screen, those images will still be requested and downloaded.
Content images can be a little trickier. Whatever you do, don’t serve a large image that works on a large screen display to small screens. It’s wasteful, not only in terms of adding weight to the page, but also in wasting precious memory. Instead, use a tool like Adaptive Images or src.sencha.io to make sure only appropriately sized images are being downloaded.
The new <picture> element that has been so often discussed is another excellent solution if you’re feeling particularly future-oriented. A picture polyfill exists so that you can start using the element now without any worries about support.
Conditional loading
Don’t load any more than you absolutely need to. If a script isn’t needed at certain sizes, use the matchMedia polyfill to ensure it only loads when needed. Use eCSSential to do the same for unnecessary CSS files.
Last year on 24 ways, Jeremy Keith wrote an article about conditional loading of content in a responsive design based on the screen width. The technique was later refined by the Filament Group into what they dubbed the Ajax-Include Pattern. It’s a powerful and simple way to lighten the load on small screens as well as reduce clutter.
Go vanilla?
If you take a look at the HTTP Archive you’ll see that other than image size, JavaScript is the heaviest asset on a page weighing in at 215kb on average. It also boasts the fifth highest correlation to load time as well as the second highest correlation to render time.
Much of the weight can be attributed to our industry’s increasing reliance on frameworks. This is especially a concern on mobile devices. PPK recently exclaimed that current JavaScript libraries are just “too heavy for mobile”. “Research from Stoyan Stefanov on parse times supports this. On some Android and iOS devices, it can take as long as 200-300ms just to parse jQuery.
There’s nothing wrong about using a framework, but the problem is that they’ve become the default. Before dropping another framework or plugin into a page, we should stop to consider the value it adds and whether we could accomplish what we need to do using a combination of vanilla JavaScript and CSS instead. (This is a great example of a scenario where a performance budget could help.)
Start thinking beyond visual aesthetics
We love to tout the web’s universality when discussing the need for responsive design. But that universality is not limited simply to screen size. Networks and hardware capabilities must factor in as well.
The web is an incredibly dynamic and interactive medium, and designing for it demands that we consider more than just visual aesthetics. Let’s not forget to give those other qualities the attention they deserve. |
2012 |
Tim Kadlec |
timkadlec |
2012-12-05T00:00:00+00:00 |
https://24ways.org/2012/responsive-responsive-design/ |
design |
| 93 |
Design Systems |
The most important part of responsive web design is that, no matter what the viewport width, the content is accessible in an optimum display. The best responsive designs are those that allow you to go from one optimised display to another, but with the feeling that these experiences are part of a greater product whole.
Responsive design: where we’ve been going wrong
Responsive web design was a shock to my web designer system. Those of us who had already been designing sites for mobile probably had the biggest leap to make. We might have been detecting user agents in order to deliver a mobile-specific site, or using the slightly more familiar Bushido technique to deliver sites optimised for device type and viewport size, but either way our focus was on devices. A site was optimised for either a mobile phone or a desktop.
Responsive web design brought us back to pre-table layout fluid sites that expanded or contracted to fit the viewport. This was a big difference to get our heads around when we were so used to designing for fixed-width layouts. Suddenly, an element could be any width or, at least, we needed to consider its maximum and minimum widths. Pixel perfection, while pretty, became wholly unrealistic, and a whole load of designers who prided themselves in detailed and precise designs got a bit scared.
Hanging on to our previous processes and typical deliverables led us to continue to optimise our sites for particular devices and provide pixel-perfect mockups for those device widths.
With all this we were concentrating on devices, not content, deliverables and not process, and making assumptions about users and their devices based on nothing but the width of the viewport.
I don’t think this is a crime, I think it was inevitable.
We can be up to date with our principles and ideals, but it’s never as easy in practice. That’s why it’s more important than ever to share our successful techniques and processes. Let’s drag each other into modern web design.
Design systems: the principles
What are design systems?
A visual design system is built out of the core components of typography, layout, shape or form, and colour. When considering the design of a whole product, a design system should also include patterns in user flow, content strategy, copy, and tone of voice. These concepts, design decisions or rules, created around the core components are used consistently across your product to create a cohesive feel, whether it’s from one element to another, page to page, or viewport width to viewport width.
Responsive design is one of the most important considerations in the components of a design system. For each component, you must decide what will unite the design across the viewports to maintain that consistent feel, and what parts of the design will differentiate in order to provide a flexible and optimal experience for different viewport sizes.
Components you might keep the same across viewports
typeface
base unit
colour
shape/form
Components you might differentiate across viewports
grids
layout
font size
measure (line length)
leading (line height)
Content: it must always be the same
The focus of a design system is the optimum display of content. As Mark Boulton put it, designing “content out, not canvas in.” Chris Armstrong puts the emphasis on not designing for viewports but for content – “we need to build on what we do know: content.” In order to do this, we must share the same content across all devices and focus on how best to display and represent content through design system components.
The practical: core visual components
Typography first
When you work with a lot of text content, typography is the easiest way to set the visual tone of the design across all viewport widths. It’s likely that you’ll choose one or two typefaces to use across the whole system, but you might change the most legible font size, balanced with the most comfortable measure, as the viewport width changes.
Where typography meets layout
The unit on which you choose to base the grid and layout design, font sizes and leading could be based on the typeface, an optimal reading size, or something more arbitrary. Sometimes I’ll choose a unit based on multiples of ten because it makes the maths in the CSS easier. Tim Brown suggests trying a modular scale. Chris Armstrong suggests basing it on your ideal measure, or the width of a fixed item of content such as an ad unit.
Grids and layouts
Sensible grid design can be a flexible yet solid foundation for your design system layout component. But you must be wary in responsive design that a grid might not work across all widths: even four columns could make for very cramped content and one-word measures on smaller screens.
Maybe the grid columns are something you differentiate across widths, but you can keep the concept of the grid consistent. If the content has blocks in groups of three, you might decide on a three-column grid which folds down to one column for narrow viewports. If the grid focuses on the idea of symmetry and has a four-column grid on larger viewports, it might fold down to two columns for narrower viewports. These consistencies may seem subtle, not at all obvious to many except the designer, but it’s all these little constants and patterns across the whole of the design system that makes design decisions easier to make (as they adhere to the guiding concepts of your system), and give the product a uniform feel no matter what the device.
Shape or form
The shape or form components are concepts you already use in fixed-width web design for a strong, consistent look and feel.
Since CSS border-radius became widely supported by browsers, a lot of designs feature circle themes. These are very distinctive and can be used across viewport widths giving them the same united feel, even if they’re not used in the same way. This could also apply to border styles, consistent shadows and any number of decorative details and textures. These are the elements that make up the shape or form of a design system.
Colour
Colour is the most basic way to reinforce a brand and unite experiences across viewports. The same hex colour used system-wide is instantly recognisable, no matter what the viewport width.
The process
While using a design system isn’t necessarily attached to any particular process, it does lend itself to some process ideals.
Detaching design considerations from viewport widths
A design system allows you to focus separately on the components that make up the system, disconnecting the look and feel from the layout. This helps prevent us getting stuck in the rut of the Apple breakpoints (brilliantly coined by Simon Foster) of mobile, tablet and desktop. It also forces us to design for variation in viewport experiences side by side, not one after the other.
Design in the browser
I can’t start off designing in the browser – it just doesn’t seem to bring out my creative side (and I’m incredibly envious of you if you can; I just have to start on paper) – but static mock-ups aren’t the only alternative. Style guides and style tiles are perfect for expressing the concepts of your design system. Pattern libraries could also work well.
Mock-ups and breakpoints
At some point, whether it’s to test your system ideas, or because a client needs help visualising how your system might work, you may end up producing some static mock-ups. It’s not the end of the world, but you must ensure that these consider all the viewports, not just those of the iDevices, or even the devices currently on the market. You need to decide the breakpoints where the states of your design change. The blocks within your content will always have optimum points for their display (based on their hierarchy, density, width, or type of interaction) and so your breakpoints should be based around these points.
These are probably the ideal points at which to produce static mockups; treat them as snapshots. They’re not necessarily mock-ups, so much as a way of capturing how your design system would be interpreted when frozen at that particular viewport width.
The future
Creating design systems will give us the flexibility we need for working with the unknown devices of the future. It may be a change in process, but it shouldn’t be too much of a difference in thinking. The pioneers in responsive design have a hard job. Some of these problems may have already been solved in other technologies or industries, but it’s up to the pioneers to find those connections and help us formulate solutions and standards that will make responsive design the best it can possibly be. We need to keep experimenting and communicating, particularly in the area of design, as good user experiences are the true sign of whether our products are a success. |
2012 |
Laura Kalbag |
laurakalbag |
2012-12-12T00:00:00+00:00 |
https://24ways.org/2012/design-systems/ |
design |
| 102 |
Art Directing with Looking Room |
Using photographic composition techniques to start to art direct on the template-driven web.
Think back to last night. There you are, settled down in front of the TV, watching your favourite soap opera, with nice hot cup of tea in hand. Did you notice – whilst engrossed in the latest love-triangle – that the cameraman has worked very hard to support your eye’s natural movement on-screen? He’s carefully framed individual shots to create balance.
Think back to last week. There you were, sat with your mates watching the big match. Did you notice that the cameraman frames the shot to go with the direction of play? A player moving right will always be framed so that he is on the far left, with plenty of ‘room’ to run into.
Both of these cameramen use a technique called Looking Room, sometimes called Lead Room. Looking Room is the space between the subject (be it a football, or a face), and the edge of the screen. Specifically, Looking Room is the negative space on the side the subject is looking or moving. The great thing is, it’s not just limited to photography, film or television; we can use it in web design too.
Basic Framing
Before we get into Looking Room, and how it applies to web, we need to have a look at some basics of photographic composition.
Many web sites use imagery, or photographs, to enhance the content. But even with professionally shot photographs, without a basic understanding of framing or composition, you can damage how the image is perceived.
A simple, easy way to make photographs more interesting is to fill the frame.
Take this rather mundane photograph of a horse:
A typical point and click affair. But, we can work with this.
By closely cropping, and filling the frame, we can instantly change the mood of the shot.
I’ve also added Looking Room on the right of the horse. This is space that the horse would be walking into. It gives the photograph movement.
Subject, Space, and Movement
Generally speaking, a portrait photograph will have a subject and space around them. Visual interest in portrait photography can come from movement; how the eye moves around the shot. To get the eye moving, the photographer modifies the space around the subject.
Look at this portrait:
The photography has framed the subject on the right, allowing for whitespace, or Looking Room, in the direction the subject is looking. The framing of the subject (1), with the space to the left (2) – the Looking Room – creates movement, shown by the arrow (3).
Note the subject is not framed centrally (shown by the lighter dotted line).
If the photographer had framed the subject with equal space either side, the resulting composition is static, like our horse.
If the photographer framed the subject way over on the left, as she is looking that way, the resulting whitespace on the right leads a very uncomfortable composition.
The root of this discomfort is what the framing is telling our eye to do. The subject, looking to the left, suggests to us that we should do the same. However, the Looking Room on the right is telling our eye to occupy this space. The result is a confusing back and forth.
How Looking Room applies to the web
We can apply the same theory to laying out a web page or application. Taking the three same elements – Subject, Space, and resulting Movement – we can guide a user’s eye to the elements we need to. As designers, or content editors, framing photographs correctly can have a subtle but important effect on how a page is visually scanned. Take this example:
The BBC homepage uses great photography as a way of promoting content. Here, they have cropped the main photograph to guide the user’s eye into the content.
By applying the same theory, the designer or content editor has applied considerable Looking Room (2) to the photograph to create balance with the overall page design, but also to create movement of the user’s eye toward the content (1)
If the image was flipped horizontally. The Looking Room is now on the right. The subject of the photograph is looking off the page, drawing the user’s eye away from the content. Once again, this results in a confusing back and forth as your eye fights its way over to the left of the page.
A little bit of Art Direction
Art Direction can be described as the act or process of managing the visual presentation of content. Art Direction is difficult to do on the web, because content and presentation are, more often than not, separated. But where there are images, and when we know the templates that those images will populate, we can go a little way to bridging the gap between content and presentation.
By understanding the value of framing and Looking Room, and the fact that it extends beyond just a good looking photograph, we can start to see photography playing more of an integral role in the communication of content.
We won’t just be populating templates. We’ll be art directing.
Photo credits:
Portrait by Carsten Tolkmit
Horse by Mike Pedroncelli |
2008 |
Mark Boulton |
markboulton |
2008-12-05T00:00:00+00:00 |
https://24ways.org/2008/art-directing-with-looking-room/ |
design |
| 108 |
A Festive Type Folly |
‘Tis the season to be jolly, so the carol singers tell us. At 24 ways, we’re keeping alive another British tradition that includes the odd faux-Greco-Roman building dotted around the British countryside, Tower Bridge built in 1894, and your Dad’s Christmas jumper with the dancing reindeer motif. ‘Tis the season of the folly!
24 Ways to impress your friends
The example is not an image, just text. You may wish to see a screenshot in Safari to compare with your own operating system and browser rendering.
Like all follies this is an embellishment — a bit of web typography fun. It’s similar to the masthead text at my place, but it’s also a hyperlink. Unlike the architectural follies of the past, no child labour was used to fund or build it, just some HTML flavoured with CSS, and a heavy dose of Times New Roman. Why Times New Roman, you ask? Well, after a few wasted hours experimenting with heaps of typefaces, seeking an elusive consistency of positioning and rendering across platforms, it proved to be the most consistent. Who’d‘a thought? To make things more interesting, I wanted to use a traditional scale and make the whole thing elastic by using relative lengths that would react to a person’s font size. So, to the meat of this festive frippery:
There are three things we rely on to create this indulgence:
Descendant selectors
Absolute positioning
Inheritance
HTML & Descendant Selectors
The markup for the folly might seem complex at first glance. To semantics pedants and purists it may seem outrageous. If that’s you, read on at your peril! Here it is with lots of whitespace:
<div id="type">
<h1>
<a href="/">
<em>2
<span>4
<span>w
<span>a
<span>y
<span>s</span>
</span>
</span>
</span>
</span>
</em>
<strong>to
<span>i
<span>m
<span>pre
<span>s
<span>s
<span>your
<span>friends</span>
</span>
</span>
</span>
</span>
</span>
</span>
</strong>
</a>
</h1>
</div>
Why so much markup? Well, we want to individually style many of the glyphs. By nesting the elements, we can pick out the bits we need as descendant selectors.
To retain a smidgen of semantics, the text is wrapped in <h1> and <a> elements. The two phrases, “24 ways” and “to impress your friends” are wrapped in <em> and <strong> tags, respectively. Within those loving arms, their descendant <span>s cascade invisibly, making a right mess of our source, but ready to be picked out in our CSS rules.
So, to select the “2” from the example we can simply write, #type h1 em{ }. Of course, that selects everything within the <em> tags, but as we drill down the document tree, selecting other glyphs, any property / value styles can be reset or changed as required.
Pixels Versus Ems
Before we get stuck into the CSS, I should say that the goal here is to have everything expressed in relative “em” lengths. However, when I’m starting out, I use pixels for all values, and only convert them to ems after I’ve finished. It saves re-calculating the em length for every change I make as the folly evolves, but still makes the final result elastic, without relying on browser zoom.
To skip ahead, see the complete CSS.
Absolutely Positioned Glyphs
If a parent element has position: relative, or position: absolute applied to it, all children of that parent can be positioned absolutely relative to it. (See Dave Shea’s excellent introduction to this.) That’s exactly how the folly is achieved. As the parent, #type also has a font-size of 16px set, a width and height, and some basic style with a background and border:
#type{
font-size: 16px;
text-align: left;
background: #e8e9de;
border: 0.375em solid #fff;
width: 22.5em;
height: 13.125em;
position: relative;
}
The h1 is also given a default style with a font-size of 132px in ems relative to the parent font-size of 16px:
#type h1{
font-family: "Times New Roman", serif;
font-size: 8.25em; /* 132px */
line-height: 1em;
font-weight: 400;
margin: 0;
padding: 0;
}
To get the em value, we divide the required size in pixels by the actual parent font-size in pixels
132 ÷ 16 = 8.25
We also give the descendants of the h1 some default properties. The line height, style and weight are normalised, they are positioned absolutely relative to #type, and a border and padding is applied:
#type h1 em,
#type h1 strong,
#type h1 span{
line-height: 1em;
font-style: normal;
font-weight: 400;
position: absolute;
padding: 0.1em;
border: 1px solid transparent;
}
The padding ensures that some browsers don’t forget about parts of a glyph that are drawn outside of their invisible container. When this happens, IE will trim the glyph, cutting off parts of descenders, for example. The border is there to make sure the glyphs have layout. Without this, positioning can be problematic. IE6 will not respect the transparent border colour — it uses the actual text colour — but in all other respects renders the example. You can hack around it, but it seemed unnecessary for this example.
Once these defaults are established, the rest is trial and error. As a quick example, the numeral “2” is first to be positioned:
#type h1 a em{
font-size: 0.727em; /* (2) 96px */
left: 0.667em;
top: 0;
}
Every element of the folly is positioned in exactly the same way as you can see in the complete CSS. When converting pixels to ems, the font-size is set first. Then, because we know what that is, we calculate the equivalent x- and y-position accordingly.
Inheritance
CSS inheritance gave me a headache a long time ago when I first encountered it. After the penny dropped I came to experience something disturbingly close to affection for this characteristic. What it basically means is that children inherit the characteristics of their parents. For example:
We gave #type a font-size of 16px.
For #type h1 we changed it by setting font-size: 8.25em;. Than means that #type h1 now has a computed font-size of 8.25 × 16px = 132px.
Now, all children of #type h1 in the document tree will inherit a font-size of 132px unless we explicitly change it as we did for #type h1 a em.
The “2” in the example — selected with #type h1 a em — is set at 96px with left and top positioning calculated relatively to that. So, the left position of 0.667em is 0.667 × 96 = 64px, approximately (three decimal points in em lengths don’t always give exact pixel equivalents).
One way to look at inheritance is as a cascade of dependancy: In our example, the computed font size of any given element depends on that of the parent, and the absolute x- and y-position depends on the computed font size of the element itself.
Link Colours
The same descendant selectors we use to set and position the type are also used to apply the colour by combining them with pseudo-selectors like :focus and :hover. Because the descendant selectors are available to us, we can pretty much pick out any glyph we like. First, we need to disable the underline:
#type h1 a:link,
#type h1 a:visited{
text-decoration: none;
}
In our example, the “24” has a unique default state (colour):
#type h1 a:link em,
#type h1 a:visited em{
color: #624;
}
The rest of the “Ways” text has a different colour, which it shares with the large “s” in “impress”:
#type h1 a:link em span span,
#type h1 a:visited em span span,
#type h1 a:link strong span span span span,
#type h1 a:visited strong span span span span{
color: #b32720;
}
“24” changes on :focus, :hover and :active. Critically though, the whole of the “24 Ways” text, and the large “s” in “impress” all have the same style in this instance:
#type h1 a:focus em,
#type h1 a:hover em,
#type h1 a:active em,
#type h1 a:focus em span span,
#type h1 a:hover em span span,
#type h1 a:active em span span,
#type h1 a:focus strong span span span span,
#type h1 a:hover strong span span span span,
#type h1 a:active strong span span span span{
color: #804;
}
If a descendant selector has a :link and :visited state set as a pseudo element, it needs to also have the corresponding :focus, :hover and :active states set.
A Final Note About Web Typography
From grids to basic leading to web fonts, and even absolute positioning, there’s a wealth of things we can do to treat type on the Web with love and respect. However, experiments like this can highlight the vagaries of rasterisation and rendering that limit our ability to achieve truly subtle and refined results. At the operating system level, the differences in type rendering are extreme, and even between sequential iterations in Windows — from Standard to ClearType — they can be daunting. Add to that huge variations in screen quality, and even the paper we print our type onto has many potential variations. Compare our example in Safari 3.2.1 / OS X 10.5.5 (left) and IE7 / Win XP (right). Both rendered on a 23” Apple Cinema HD (LCD):
Browser developers continue to make great strides. However, those of us who set type on the Web need more consistency and quality if we want to avoid technologies like Flash and evolve web typography. Although web typography is inevitably — and mistakenly — compared unfavourably to print, it has the potential to achieve the same refinement in a different way. Perhaps one day, the glyphs of our favourite faces, so carefully crafted, kerned and hinted for the screen, will be rendered with the same precision with which they were drawn by type designers and styled by web designers. That would be my wish for the new year. Happy holidays! |
2008 |
Jon Tan |
jontan |
2008-12-17T00:00:00+00:00 |
https://24ways.org/2008/a-festive-type-folly/ |
design |
| 111 |
Geometric Background Patterns |
When the design is finished and you’re about to start the coding process, you have to prepare your graphics. If you’re working with a pattern background you need to export only the repeating fragment. It can be a bit tricky to isolate a fragment to achieve a seamless pattern background. For geometric patterns there is a method I always follow and that I want to share with you. Take for example a perfect 45° diagonal line pattern.
How do you define this pattern fragment so it will be rendered seamlessly?
Here is the method I usually follow to avoid a mismatch. First, zoom in so you see enough detail and you can distinguish the pixels. Select the Rectangular Marquee Selection tool and start your selection at the intersection of 2 different colors of a diagonal line. Hold down the Shift key while dragging so you drag a perfect square.
Release the mouse when you reach the exact same intesection (as your starting) point at the top right.
Copy this fragment (using Copy Merged: Cmd/Ctrl + Shift + C) and paste the fragment in a new layer. Give this layer the name ‘pattern’. Now hold down the Command Key (Control Key on Windows) and click on the ‘pattern’ layer in the Layers Palette to select the fragment. Now go to Edit > Define Pattern, enter a name for your pattern and click OK. Test your pattern in a new document. Create a new document of 600 px by 400px, hit Cmd/Ctrl + A and go to Edit > Fill… and choose your pattern. If the result is OK, you have created a perfect pattern fragment.
Below you see this pattern enlarged. The guides show the boundaries of the pattern fragment and the red pixels are the reference points. The red pixels at the top right, bottom right and bottom left should match the red pixel at the top left.
This technique should work for every geometric pattern. Some patterns are easier than others, but this, and the Photoshop pattern fill test, has always been my guideline.
Other geometric pattern examples
Example 1
Not all geometric pattern fragments are squares. Some patterns look easy at first sight, because they look very repetitive, but they can be a bit tricky.
Zoomed in pattern fragment with point of reference shown:
Example 2
Some patterns have a clear repeating point that can guide you, such as the blue small circle of this pattern as you can see from this zoomed in screenshot:
Zoomed in pattern fragment with point of reference shown:
Example 3
The different diagonal colors makes a bit more tricky to extract the correct pattern fragment.
The orange dot, which is the starting point of the selection is captured a few times inside the fragment selection: |
2008 |
Veerle Pieters |
veerlepieters |
2008-12-02T00:00:00+00:00 |
https://24ways.org/2008/geometric-background-patterns/ |
design |
| 131 |
Random Lines Made With Mesh |
I know that Adobe Illustrator can be a bit daunting for people who aren’t really advanced users of the program, but you would be amazed by how easy you can create cool effects or backgrounds. In this short tutorial I show you how to create a cool looking background only in 5 steps.
Step 1 – Create Lines
Create lines using random widths and harmonious suitable colors. If you get stuck on finding the right colors, check out Adobe’s Kuler and start experimenting.
Step 2 – Convert Strokes to Fills
Select all lines and convert them to fills. Go to the Object menu, select Path > Outline Stroke. Select the Rectangle tool and draw 1 big rectangle on top the lines. Give the rectangle a suitable color. With the rectangle still selected, go to the Object menu, select Arrange > Send to Back.
Step 3 – Convert to Mesh
Select all objects by pressing the command key (for Mac users), control key (for Windows users) + the “a” key. Go to the Object menu and select the Envelope Distort > Make with Mesh option. Enter 2 rows and 2 columns. Check the preview box to see what happens and click the OK button.
Step 4 – Play Around with The Mesh Points
Play around with the points of the mesh using the Direct Selection tool (the white arrow in the Toolbox). Click on the top right point of the mesh. Once you’re starting to drag hold down the shift key and move the point upwards.
Now start dragging the bezier handles on the mesh to achieve the effect as shown in the above picture. Of course you can try out all kind of different effects here.
The Final Result
This is an example of how the final result can look. You can try out all kinds of different shapes dragging the handles of the mesh points. This is just one of the many results you can get. So next time you haven’t got inspiration for a background of a header, a banner or whatever, just experiment with a few basic shapes such as lines and try out the ‘Envelope Distort’ options in Illustrator or the ‘Make with Mesh’ option and experiment, you’ll be amazed by the unexpected creative results. |
2006 |
Veerle Pieters |
veerlepieters |
2006-12-08T00:00:00+00:00 |
https://24ways.org/2006/random-lines-made-with-mesh/ |
design |
| 133 |
Gravity-Defying Page Corners |
While working on Stikkit, a “page curl” came to be.
Not being as crafty as Veerle, you see.
I fired up Photoshop to see what could be.
“Another copy is running on the network“ … oopsie.
With license issues sorted out and a concept in mind
I set out to create something flexible and refined.
One background image and code that is sure to be lean.
A simple solution for lazy people like me.
The curl I’ll be showing isn’t a curl at all.
It’s simply a gradient that’s 18 pixels tall.
With a fade to the left that’s diagonally aligned
and a small fade on the right that keeps the illusion defined.
Create a selection with the marquee tool (keeping in mind a reasonable minimum width) and drag a gradient (black to transparent) from top to bottom.
Now drag a gradient (the background color of the page to transparent) from the bottom left corner to the top right corner.
Finally, drag another gradient from the right edge towards the center, about 20 pixels or so.
But the top is flat and can be positioned precisely
just under the bottom right edge very nicely.
And there it will sit, never ever to be busted
by varying sizes of text when adjusted.
<div id="page">
<div id="page-contents">
<h2>Gravity-Defying!</h2>
<p>Lorem ipsum dolor ...</p>
</div>
</div>
Let’s dive into code and in the markup you’ll see
“is that an extra div?” … please don’t kill me?
The #page div sets the width and bottom padding
whose height is equal to the shadow we’re adding.
The #page-contents div will set padding in ems
to scale with the text size the user intends.
The background color will be added here too
but not overlapping the shadow where #page’s padding makes room.
A simple technique that you may find amusing
is to substitute a PNG for the GIF I was using.
For that would be crafty and future-proof, too.
The page curl could sit on any background hue.
I hope you’ve enjoyed this easy little trick.
It’s hardly earth-shattering, and arguably slick.
But it could come in handy, you just never know.
Happy Holidays! And pleasant dreams of web three point oh. |
2006 |
Dan Cederholm |
dancederholm |
2006-12-24T00:00:00+00:00 |
https://24ways.org/2006/gravity-defying-page-corners/ |
design |
| 134 |
Photographic Palettes |
How many times have you seen a colour combination that just worked, a match so perfect that it just seems obvious?
Now, how many times do you come up with those in your own work? A perfect palette looks easy when it’s done right, but it’s often maddeningly difficult and time-consuming to accomplish.
Choosing effective colour schemes will always be more art than science, but there are things you can do that will make coming up with that oh-so-smooth palette just a little a bit easier. A simple trick that can lead to incredibly gratifying results lies in finding a strong photograph and sampling out particularly harmonious colours.
Photo Selection
Not all photos are created equal. You certainly want to start with imagery that fits the eventual tone you’re attempting to create. A well-lit photo of flowers might lead to a poor colour scheme for a funeral parlour’s web site, for example. It’s worth thinking about what you’re trying to say in advance, and finding a photo that lends itself to your message.
As a general rule of thumb, photos that have a lot of neutral or de-saturated tones with one or two strong colours make for the best palette; bright and multi-coloured photos are harder to derive pleasing results from. Let’s start with a relatively neutral image.
Sampling
In the above example, I’ve surrounded the photo with three different background colours directly sampled from the photo itself. Moving from left to right, you can see how each of the sampled colours is from an area of increasingly smaller coverage within the photo, and yet there’s still a strong harmony between the photo and the background image. I don’t really need to pick the big obvious colours from the photo to create that match, I can easily concentrate on more interesting colours that might work better for what I intend.
Using a similar palette, let’s apply those colour choices to a more interesting layout:
In this mini-layout, I’ve re-used the same tan colour from the previous middle image as a background, and sampled out a nicely matching colour for the top and bottom overlays, as well as the two different text colours. Because these colours all fall within a narrow range, the overall balance is harmonious.
What if I want to try something a little more daring? I have a photo of stacked chairs of all different colours, and I’d like to use a few more of those. No problem, provided I watch my colour contrast:
Though it uses varying shades of red, green, and yellow, this palette actually works because the values are even, and the colours muted. Placing red on top of green is usually a hideous combination of death, but if the green is drab enough and the red contrasts well enough, the result can actually be quite pleasing. I’ve chosen red as my loudest colour in this palette, and left green and yellow to play the quiet supporting roles.
Obviously, there are no hard and fast rules here. You might not want to sample absolutely every colour in your scheme from a photo. There are times where you’ll need a variation that’s just a little bit lighter, or a blue that’s not in the photo. You might decide to start from a photo base and tweak, or add in colours of your own. That’s okay too.
Tonal Variations
I’ll leave you with a final trick I’ve been using lately, a way to bring a bit more of a formula into the equation and save some steps.
Starting with the same base palette I sampled from the chairs, in the above image I’ve added a pair of overlaying squares that produce tonal variations of each primary. The lighter variation is simply a solid white square set to 40% opacity, the darker one is a black square at 20%. That gives me a highlight and shadow for each colour, which would prove handy if I had to adapt this colour scheme to a larger layout.
I could add a few more squares of varying opacities, or adjust the layer blending modes for different effects, but as this looks like a great place to end, I’ll leave that up to your experimental whims. Happy colouring! |
2006 |
Dave Shea |
daveshea |
2006-12-22T00:00:00+00:00 |
https://24ways.org/2006/photographic-palettes/ |
design |
| 137 |
Cheating Color |
Have you ever been strapped to use specific colors outlined in a branding guide? Felt restricted because those colors ended up being too light or dark for the way you want to use them?
Here’s the solution: throw out your brand guide.
gasp!
OK, don’t throw it out. Just put it in a drawer for a few minutes.
Branding Guides be Damned
When dealing with color on screen, it’s easy to get caught up in literal values from hex colors, you can cheat colors ever so slightly to achieve the right optical value. This is especially prevalent when trying to bring a company’s identity colors to a screen design. Because the most important idea behind a brand guide is to help a company maintain the visual integrity of their business, consider hex numbers to be guidelines rather than law. Once you are familiar enough with the colors your company uses, you can start to flex them a bit, and take a few liberties.
This is a quick method for cheating to get the color you really want. With a little sleight of design, we can swap a color that might be part of your identity guidelines, with one that works better optically, and no one will be the wiser!
Color is a Wily Beast
This might be hard: You might have to break out of the idea that a color can only be made using one method. Color is fluid. It interacts and changes based on its surroundings. Some colors can appear lighter or darker based on what color they appear on or next to. The RGB gamut is additive color, and as such, has a tendency to push contrast in the direction that objects may already be leaning—increasing the contrast of light colors on dark colors and decreasing the contrast of light on light. Obviously, because we are talking about monitors here, these aren’t hard and fast rules.
Cheat and Feel Good About It
On a light background, when you have a large element of a light color, a small element of the same color will appear lighter.
Enter our fake company: Double Dagger. They manufacture footnotes. Take a look at Fig. 1 below. The logo (Double Dagger), rule, and small text are all #6699CC. Because the logo so large, we get a good sense of the light blue color. Unfortunately, the rule and small text beneath it feel much lighter because we can’t create enough contrast with such small shapes in that color.
Now take a look at Fig. 2. Our logo is still #6699CC, but now the rule and smaller text have been cheated to #4477BB, effectively giving us the same optical color that we used in the logo. You will find that we get a better sense of the light blue, and the added benefit of more contrast for our text. Doesn’t that feel good?
Conversely, when you have a large element of a dark color, a small element of the same color will appear darker.
Let’s look at Fig. 3 below. Double Dagger has decided to change its identity colors from blue to red. In Fig. 3, our logo, rule, and small text are all #330000, a very dark red. If you look at the rule and small text below the logo, you will notice that they seem dark enough to be confused with black. The dark red can’t be sustained by the smaller shapes. Now let’s look at Fig. 4. The logo is still #33000, but we’ve now cheated the rule and smaller text to #550000. This gives us a better sense of a red, but preserves the dark and moody direction the company has taken.
But we’ve only touched on color against a white background. For colors against a darker background, you may find lighter colors work fine, but darker colors need to be cheated a bit to the lighter side in order to reach a good optical equivalent. Take a look below at Fig. 5 and Fig. 6. Both use the same exact corresponding colors as Fig. 1 and Fig. 2 above, but now they are set against a dark background. Where the blue used in Fig. 1 above was too light for the smaller elements, we find it is just right for them in Fig. 5, and the darker blue we used in Fig. 2 has now proven too dark for a dark background, as evidenced in Fig. 6.
Your mileage may vary, and this may not be applicable in all situations, but consider it to be just another tool on your utility belt for dealing with color problems. |
2006 |
Jason Santa Maria |
jasonsantamaria |
2006-12-23T00:00:00+00:00 |
https://24ways.org/2006/cheating-color/ |
design |
| 140 |
Styling hCards with CSS |
There are plenty of places online where you can learn about using the hCard microformat to mark up contact details at your site (there are some resources at the end of the article). But there’s not yet been a lot of focus on using microformats with CSS. So in this installment of 24 ways, we’re going to look at just that – how microformats help make CSS based styling simpler and more logical.
Being rich, quite complex structures, hCards provide designers with a sophisticated scaffolding for styling them. A recent example of styling hCards I saw, playing on the business card metaphor, was by Andy Hume, at http://thedredge.org/2005/06/using-hcards-in-your-blog/. While his approach uses fixed width cards, let’s take a look at how we might style a variable width business card style for our hCards.
Let’s take a common hCard, which includes address, telephone and email details
<div class="vcard">
<p class="fn org">Web Directions North
<a href="http://suda.co.uk/projects/X2V/get-vcard.php?uri=http://north.webdirections.org/contact/">
<img src="images/vcard-add.png" alt="download vcard icon"></a>
</p>
1485 Laperrière Avenue
Ottawa ON K1Z 7S8
Canada
Phone/Fax: Work: 61 2 9365 5007
Email: info@webdirections.org
We’ll be using a variation on the now well established “sliding doors” technique (if you create a CSS technique, remember it’s very important to give it a memorable name or acronym, and bonus points if you get your name in there!) by Douglas Bowman, enhanced by Scott Schiller (see http://www.schillmania.com/projects/dialog/,) which will give us a design which looks like this
The technique, in a nutshell, uses background images on four elements, two at the top, and two at the bottom, to add each rounded corner.
We are going to make this design “fluid” in the sense that it grows and shrinks in proportion with the size of the font that the text of the element is displayed with. This is sometimes referred to as an “em driven design” (we’ll see why in a moment).
To see how this works in practice, here’s the same design with the text “zoomed” up in size
and the same design again, when we zoom the text size down
By the way, the hCard image comes from Chris Messina, and you can download it and other microformat icons from the microformats wiki.
Now, with CSS3, this whole task would be considerably easier, because we can add multiple background images to an element, and border images for each edge of an element. Safari, version 1.3 up, actually supports multiple background images, but sadly, it’s not supported in Firefox 1.5, or even Firefox 2.0 (let’s not mention IE7 eh?). So it’s probably too little supported to use now. So instead we’ll use a technique that only involves CSS2, and works in pretty much any browser.
Very often, developers add div or span elements as containers for these background images, and in fact, if you visit Scott Shiller’s site, that’s what he has done there. But if at all possible we shouldn’t be adding any HTML simply for presentational purposes, even if the presentation is done via CSS. What we can do is to use the HTML we have already, as much as is possible, to add the style we want. This can take some creative thinking, but once you get the hang of this approach it becomes a more natural way of using HTML compared with simply adding divs and spans at will as hooks for style. Of course, this technique isn’t always simple, and in fact sometimes simply not possible, requiring us to add just a little HTML to provide the “hooks” for CSS.
Let’s go to work
The first step is to add a background image to the whole vCard element.
We make this wide enough (for example 1000 or more pixels) and tall enough that no matter how large the content of the vCard grows, it will never overflow this area. We can’t simply repeat the image, because the top left corner will show when the image repeats.
We add this as the background image of the vCard element using CSS.
While we are at it, let’s give the text a sans-serif font, some color so that it will be visible, and stop the image repeating.
.vcard {
background-image: url(images/vcardfill.png);
background-repeat: no-repeat;
color: #666;
font-family: "Lucida Grande", Verdana, Helvetica, Arial, sans-serif;
}
Which in a browser, will look something like this.
Next step we need to add the top right hand corner of the hCard. In keeping with our aim of not adding HTML simply for styling purposes, we want to use the existing structure of the page where possible. Here, we’ll use the paragraph of class fn and org, which is the first child element of the vcard element.
<p class="fn org">Web Directions Conference Pty Ltd <img src="images/vcard-add.png" alt="download vcard icon"></p>
Here’s our CSS for this element
.fn {
background-image: url(images/topright.png);
background-repeat: no-repeat;
background-position: top right;
padding-top: 2em;
font-weight: bold;
font-size: 1.1em;
}
Again, we don’t want it to repeat, but this time, we’ve specified a background position for the image. This will make the background image start from the top, but its right edge will be located at the right edge of the element. I also made the font size a little bigger, and the weight bold, to differentiate it from the rest of the text in the hCard.
Here’s the image we are adding as the background to this element.
So, putting these two CSS statements together we get
We specified a padding-top of 2em to give some space between the content of the fn element and the edge of the fn element. Otherwise the top of the hCard image would be hard against the border. To see this in action, just remove the padding-top: 2em; declaration and preview in a browser.
So, with just two statements, we are well under way. We’ve not even had to add any HTML so far. Let’s turn to the bottom of the element, and add the bottom border (well, the background image which will serve as that border).
Now, which element are we going to use to add this background image to?
OK, here I have to admit to a little, teensie bit of cheating. If you look at the HTML of the hCard, I’ve grouped the email and telephone properties into a div, with a class of telecommunications. This grouping is not strictly requred for our hCard.
<div class="telecommunications">
<p class="tel">Phone/Fax: <span class="tel"><span class="type">Work</span>:
<span class="value">61 2 9365 5007</span></p>
<p class="email">Email: <a class="value" href="mailto:info@webdirections.org">info@webdirections.org</a></p>
</div>
Now, I chose that class name because that is what the vCard specification calls this group of properties. And typically, I do tend to group together related elements using divs when I mark up content. I find it makes the page structure more logical and readable. But strictly speaking, this isn’t necessary, so you may consider it cheating. But my lesson in this would be, if you are going to add markup, try to make it as meaningful as possible.
As you have probably guessed by now, we are going to add one part of the bottom border image to this element. We’re going to add this image as the background-image.
Again, it will be a very wide image, like the top left one, so that no matter how wide the element might get, the background image will still be wide enough. Now, we’ll need to make this image sit in the bottom left of the element we attach it to, so we use a backgound position of left bottom (we put the horizontal position before the vertical). Here’s our CSS statement for this
.telecommunications {
background-image: url(images/bottom-left.png);
background-repeat: no-repeat;
background-position: left bottom;
margin-bottom: 2em;
}
And that will look like this
Not quite there, but well on the way. Time for the final piece in the puzzle.
OK, I admit, I might have cheated just a little bit more in this step. But like the previous step, all valid, and (hopefully) quite justifiable markup. If we look at the HTML again, you’ll find that our email address is marked up like this
<p class="email">Email: <a class="value" href="mailto:info@webdirections.org">info@webdirections.org</a></p>
Typically, in hCard, the value part of this property isn’t required, and we could get away with
<a class="email" href="mailto:info@webdirections.org">info@webdirections.org</a>
The form I’ve used, with the span of class value is however, perfectly valid hCard markup (hard allows for multiple email addresses of different types, which is where this typically comes in handy). Why have I gone to all this trouble? Well, when it came to styling the hCard, I realized I needed a block element to attach the background image for the bottom right hand corner to. Typically the last block element in the containing element is the ideal choice (and sometimes it’s possible to take an inline element, for example the link here, and use CSS to make it a block element, and attach it to that, but that really doesn’t work with this design).
So, if we are going to use the paragraph which contains the email link, we need a way to select it exclusively, which means that with CSS2 at least, we need a class or id as a hook for our CSS selector (in CSS3 we could use the last-child selector, which selects the last child element of a specified element, but again, as last child is not widely supported, we won’t rely on it here.)
So, the least worst thing we could do is take an existing element, and add some reasonably meaningful markup to it. That’s why we gave the paragraph a class of email, and the email address a class of value. Which reminds me a little of a moment in Hamlet
The lady doth protest too much, methinks
OK, let’s get back to the CSS.
We add the bottom right corner image, positioning it in the bottom right of the element, and making sure it doesn’t repeat. We also add some padding to the bottom, to balance out the padding we added to the top of the hCard.
p.email {
background-image: url(images/bottom-right.png);
background-position: right bottom;
background-repeat: no-repeat;
padding-bottom: 2em;
}
Which all goes to make our hCard look like this
It just remains for us to clean up a little.
Let’s start from the top. We’ll float the download image to the right like this
.vcard img {
float: right;
padding-right: 1em;
margin-top: -1em
}
See how we didn’t have to add a class to style the image, we used the fact that the image is a descendent of the vcard element, and a descendent selector. In my experience, the very widely supported, powerful descendent selector is one of the most underused aspects of CSS. So if you don’t use it frequently, look into it in more detail.
We added some space to the right of the image, and pulled it up a bit closer to the top of the hCard, like this
We also want to add some whitespace between the edge of the hCard and the text. We would typically add padding to the left of the containing element, (in this case the vcard element) but this would break our bottom left hand corner, like this
That’s because the div element we added this bottom left background image to would be moved in by the padding on its containing element.
So instead, we add left margin to all the paragraphs in the hCard
.vcard p {
margin-left: 1em;
}
(there is the descendent selector again – it is the swiss army knife of CSS)
Now, we’ve not yet made the width of the hCard a function of the size of the text inside it (or “em driven” as we described it earlier). We do this by giving the hCard a width that is specified in em units. Here we’ll set a width of say 28em, which makes the hCard always roughly as wide as 28 characters (strictly speaking 28 times the width of the letter capital M).
So the statement for our containing vcard element becomes
.vcard {
background-image: url(images/vcardfill.png);
background-repeat: no-repeat;
color: #666;
font-family: "Lucida Grande", Verdana, Helvetica, Arial, sans-serif;
width: 28em;
}
and now our element will look like this
We’ve used almost entirely the existing HTML from our original hCard (adding just a little, and trying as much as possible to keep that additional markup meaningful), and just 6 CSS statements.
Holiday Bonus – a downloadable vCard
Did you notice this part of the HTML
<a href="http://suda.co.uk/projects/X2V/get-vcard.php?uri=http://north.webdirections.org/contact/">
<img src="images/vcard-add.png" alt="download vcard icon"></a>
What’s with the odd looking url
<a href="http://suda.co.uk/projects/X2V/get-vcard.php?uri=http://north.webdirections.org/contact/"
If you click the link, X2V, a nifty web service from Brian Suda, grabs the page at the URL, and if it finds a hCard, converts it to a vCard, and depending on how your system is setup, automatically downloads it and adds it to your address book (Mac OS X) or prompts you whether you’d like to save the vCard and add it to whatever application is the default vCard handler on your system.
What X2V does is take the actual HTML of your hCard, and with the magic of XSLT, converts it to a vCard. So, by simply marking up contact details using hCard, and adding a link like this, you automatically get downloadable vCard – and if you change your contact details, and update the hCard, there’s no vCard file to update as well.
Technorati also have a similar service at http://technorati.com/contact so you might want to use that if you expect any kind of load, as they can probably afford the bandwidth more than Brian!
If you want to play with the HTML and CSS for this design, the code and images can be downloaded.
Hope you enjoyed this, and found it useful. If so, you might like to check out my microformats focussed blog, or get along to Web Directions North, where I’ll be speaking along with Dan Cederholmn and Tantek Çelik in a 2 hour session focussed solely on microformats. And keep an eye out for my microformats book, from which this article has been adapted, coming in the spring of 2007.
A happy festive season, and all the best for 2007
John
Some hCard links
The hCard entry at microformats.org
The hCard Creator
The hCard cheatsheet
The hCard FAQ
Ideas for authoring hCards
Microfomatique – a blog about microformats
Web Directions North – featuring a full 2 hour focussed microformats session |
2006 |
John Allsopp |
johnallsopp |
2006-12-14T00:00:00+00:00 |
https://24ways.org/2006/styling-hcards-with-css/ |
design |
| 141 |
Compose to a Vertical Rhythm |
“Space in typography is like time in music. It is infinitely divisible, but a few proportional intervals can be much more useful than a limitless choice of arbitrary quantities.” So says the typographer Robert Bringhurst, and just as regular use of time provides rhythm in music, so regular use of space provides rhythm in typography, and without rhythm the listener, or the reader, becomes disorientated and lost.
On the Web, vertical rhythm – the spacing and arrangement of text as the reader descends the page – is contributed to by three factors: font size, line height and margin or padding. All of these factors must calculated with care in order that the rhythm is maintained.
The basic unit of vertical space is line height. Establishing a suitable line height that can be applied to all text on the page, be it heading, body copy or sidenote, is the key to a solid dependable vertical rhythm, which will engage and guide the reader down the page. To see this in action, I’ve created an example with headings, footnotes and sidenotes.
Establishing a suitable line height
The easiest place to begin determining a basic line height unit is with the font size of the body copy. For the example I’ve chosen 12px. To ensure readability the body text will almost certainly need some leading, that is to say spacing between the lines. A line-height of 1.5em would give 6px spacing between the lines of body copy. This will create a total line height of 18px, which becomes our basic unit. Here’s the CSS to get us to this point:
body {
font-size: 75%;
}
html>body {
font-size: 12px;
}
p {
line-height 1.5em;
}
There are many ways to size text in CSS and the above approach provides and accessible method of achieving the pixel-precision solid typography requires. By way of explanation, the first font-size reduces the body text from the 16px default (common to most browsers and OS set-ups) down to the 12px we require. This rule is primarily there for Internet Explorer 6 and below on Windows: the percentage value means that the text will scale predictably should a user bump the text size up or down. The second font-size sets the text size specifically and is ignored by IE6, but used by Firefox, Safari, IE7, Opera and other modern browsers which allow users to resize text sized in pixels.
Spacing between paragraphs
With our rhythmic unit set at 18px we need to ensure that it is maintained throughout the body copy. A common place to lose the rhythm is the gaps set between margins. The default treatment by web browsers of paragraphs is to insert a top- and bottom-margin of 1em. In our case this would give a spacing between the paragraphs of 12px and hence throw the text out of rhythm. If the rhythm of the page is to be maintained, the spacing of paragraphs should be related to the basic line height unit. This is achieved simply by setting top- and bottom-margins equal to the line height.
In order that typographic integrity is maintained when text is resized by the user we must use ems for all our vertical measurements, including line-height, padding and margins.
p {
font-size:1em;
margin-top: 1.5em;
margin-bottom: 1.5em;
}
Browsers set margins on all block-level elements (such as headings, lists and blockquotes) so a way of ensuring that typographic attention is paid to all such elements is to reset the margins at the beginning of your style sheet. You could use a rule such as:
body,div,dl,dt,dd,ul,ol,li,h1,h2,h3,h4,h5,h6,pre,form,fieldset,p,blockquote,th,td {
margin:0;
padding:0;
}
Alternatively you could look into using the Yahoo! UI Reset style sheet which removes most default styling, so providing a solid foundation upon which you can explicitly declare your design intentions.
Variations in text size
When there is a change in text size, perhaps with a heading or sidenotes, the differing text should also take up a multiple of the basic leading. This means that, in our example, every diversion from the basic text size should take up multiples of 18px. This can be accomplished by adjusting the line-height and margin accordingly, as described following.
Headings
Subheadings in the example page are set to 14px. In order that the height of each line is 18px, the line-height should be set to 18 ÷ 14 = 1.286. Similarly the margins above and below the heading must be adjusted to fit. The temptation is to set heading margins to a simple 1em, but in order to maintain the rhythm, the top and bottom margins should be set at 1.286em so that the spacing is equal to the full 18px unit.
h2 {
font-size:1.1667em;
line-height: 1.286em;
margin-top: 1.286em;
margin-bottom: 1.286em;
}
One can also set asymmetrical margins for headings, provided the margins combine to be multiples of the basic line height. In our example, a top margin of 1½ lines is combined with a bottom margin of half a line as follows:
h2 {
font-size:1.1667em;
line-height: 1.286em;
margin-top: 1.929em;
margin-bottom: 0.643em;
}
Also in our example, the main heading is given a text size of 18px, therefore the line-height has been set to 1em, as has the margin:
h1 {
font-size:1.5em;
line-height: 1em;
margin-top: 0;
margin-bottom: 1em;
}
Sidenotes
Sidenotes (and other supplementary material) are often set at a smaller size to the basic text. To keep the rhythm, this smaller text should still line up with body copy, so a calculation similar to that for headings is required. In our example, the sidenotes are set at 10px and so their line-height must be increased to 18 ÷ 10 = 1.8.
.sidenote {
font-size:0.8333em;
line-height:1.8em;
}
Borders
One additional point where vertical rhythm is often lost is with the introduction of horizontal borders. These effectively act as shims pushing the subsequent text downwards, so a two pixel horizontal border will throw out the vertical rhythm by two pixels. A way around this is to specify horizontal lines using background images or, as in our example, specify the width of the border in ems and adjust the padding to take up the slack.
The design of the footnote in our example requires a 1px horizontal border. The footnote contains 12px text, so 1px in ems is 1 ÷ 12 = 0.0833. I have added a margin of 1½ lines above the border (1.5 × 18 ÷ 12 = 2.5ems), so to maintain the rhythm the border + padding must equal a ½ (9px). We know the border is set to 1px, so the padding must be set to 8px. To specify this in ems we use the familiar calculation: 8 ÷ 12 = 0.667.
Hit me with your rhythm stick
Composing to a vertical rhythm helps engage and guide the reader down the page, but it takes typographic discipline to do so. It may seem like a lot of fiddly maths is involved (a few divisions and multiplications never hurt anyone) but good type setting is all about numbers, and it is this attention to detail which is the key to success. |
2006 |
Richard Rutter |
richardrutter |
2006-12-12T00:00:00+00:00 |
https://24ways.org/2006/compose-to-a-vertical-rhythm/ |
design |
| 146 |
Increase Your Font Stacks With Font Matrix |
Web pages built in plain old HTML and CSS are displayed using only the fonts installed on users’ computers (@font-face implementations excepted). To enable this, CSS provides the font-family property for specifying fonts in order of preference (often known as a font stack). For example:
h1 {font-family: 'Egyptienne F', Cambria, Georgia, serif}
So in the above rule, headings will be displayed in Egyptienne F. If Egyptienne F is not available then Cambria will be used, failing that Georgia or the final fallback default serif font. This everyday bit of CSS will be common knowledge among all 24 ways readers.
It is also a commonly held belief that the only fonts we can rely on being installed on users’ computers are the core web fonts of Arial, Times New Roman, Verdana, Georgia and friends. But is that really true?
If you look in the fonts folder of your computer, or even your Mum’s computer, then you are likely to find a whole load of fonts besides the core ones. This is because many software packages automatically install extra typefaces. For example, Office 2003 installs over 100 additional fonts. Admittedly not all of these fonts are particularly refined, and not all are suitable for the Web. However they still do increase your options.
The Matrix
I have put together a matrix of (western) fonts showing which are installed with Mac and Windows operating systems, which are installed with various versions of Microsoft Office, and which are installed with Adobe Creative Suite.
The matrix is available for download as an Excel file and as a CSV. There are no readily available statistics regarding the penetration of Office or Creative Suite, but you can probably take an educated guess based on your knowledge of your readers.
The idea of the matrix is that use can use it to help construct your font stack. First of all pick the font you’d really like for your text – this doesn’t have to be in the matrix. Then pick the generic family (serif, sans-serif, cursive, fantasy or monospace) and a font from each of the operating systems. Then pick any suitable fonts from the Office and Creative Suite lists.
For example, you may decide your headings should be in the increasingly ubiquitous Clarendon. This is a serif type face. At OS-level the most similar is arguably Georgia. Adobe CS2 comes with Century Old Style which has a similar feel. Century Schoolbook is similar too, and is installed with all versions of Office. Based on this your font stack becomes:
font-family: 'Clarendon Std', 'Century Old Style Std', 'Century Schoolbook', Georgia, serif
Note the ‘Std’ suffix indicating a ‘standard’ OpenType file, which will normally be your best bet for more esoteric fonts.
I’m not suggesting the process of choosing suitable fonts is an easy one. Firstly there are nearly two hundred fonts in the matrix, so learning what each font looks like is tricky and potentially time consuming (if you haven’t got all the fonts installed on a machine to hand you’ll be doing a lot of Googling for previews). And it’s not just as simple as choosing fonts that look similar or have related typographic backgrounds, they need to have similar metrics as well, This is especially true in terms of x-height which gives an indication of how big or small a font looks.
Over to You
The main point of all this is that there are potentially more fonts to consider than is generally accepted, so branch out a little (carefully and tastefully) and bring a little variety to sites out there. If you come up with any novel font stacks based on this approach, please do blog them (tagged as per the footer) and at some point they could all be combined in one place for everyone to consider.
Appendix
What about Linux?
The only operating systems in the matrix are those from Microsoft and Apple. For completeness, Linux operating systems should be included too, although these are many and varied and very much in a minority, so I omitted them for time being. For the record, some Linux distributions come packaged with Microsoft’s core fonts. Others use the Vera family, and others use the Liberation family which comprises fonts metrically identical to Times New Roman and Arial.
Sources
The sources of font information for the matrix are as follows:
Windows XP SP2
Windows Vista
Office 2003
Office 2007
Mac OSX Tiger
Mac OSX Leopard (scroll down two thirds)
Office 2004 (Mac) by inspecting my Microsoft Office 2004/Office/Fonts folder
Office 2008 (Mac) is expected to be as Office 2004 with the addition of the Vista ClearType fonts
Creative Suite 2 (see pdf link in first comment)
Creative Suite 3 |
2007 |
Richard Rutter |
richardrutter |
2007-12-17T00:00:00+00:00 |
https://24ways.org/2007/increase-your-font-stacks-with-font-matrix/ |
design |
| 148 |
Typesetting Tables |
Tables have suffered in recent years on the web. They were used for laying out web pages. Then, following the Web Standards movement, they’ve been renamed by the populous as `data tables’ to ensure that we all know what they’re for. There have been some great tutorials for the designing tables using CSS for presentation and focussing on the semantics in the displaying of data in the correct way. However, typesetting tables is a subtle craft that has hardly had a mention.
Table design can often end up being a technical exercise. What data do we need to display? Where is the data coming from and what form will it take? When was the last time your heard someone talk about lining numerals? Or designing to the reading direction?
Tables are not read like sentences
When a reader looks at, and tries to understand, tabular data, they’re doing a bunch of things at the same time.
Generally, they’re task based; they’re looking for something.
They are reading horizontally AND vertically
Reading a table is not like reading a paragraph in a novel, and therefore shouldn’t be typeset in the same way. Designing tables is information design, it’s functional typography—it’s not a time for eye candy.
Typesetting tables
Typesetting great looking tables is largely an exercise in restraint. Minimal interference with the legibility of the table should be in the forefront of any designers mind.
When I’m designing tables I apply some simple rules:
Plenty of negative space
Use the right typeface
Go easy on the background tones, unless you’re giving reading direction visual emphasis
Design to the reading direction
By way of explanation, here are those rules as applied to the following badly typeset table.
Your default table
This table is a mess. There is no consideration for the person trying to read it. Everything is too tight. The typeface is wrong. It’s flat. A grim table indeed.
Let’s see what we can do about that.
Plenty of negative space
The badly typeset table has been set with default padding. There has been little consideration for the ascenders and descenders in the type interfering with the many horizontal rules.
The first thing we do is remove most of the lines, or rules. You don’t need them – the data in the rows forms its own visual rules. Now, with most of the rules removed, the ones that remain mean something; they are indicating some kind of hierarchy to the help the reader understand what the different table elements mean – in this case the column headings.
Now we need to give the columns and rows more negative space. Note the framing of the column headings. I’m giving them more room at the bottom. This negative space is active—it’s empty for a reason. The extra air in here also gives more hierarchy to the column headings.
Use the right typeface
The default table is set in a serif typeface. This isn’t ideal for a couple of reasons. This serif typeface has a standard set of text numerals. These dip below the baseline and are designed for using figures within text, not on their own. What you need to use is a typeface with lining numerals. These align to the baseline and are more legible when used for tables.
Sans serif typefaces generally have lining numerals. They are also arguably more legible when used in tables.
Go easy on the background tones, unless you’re giving reading direction visual emphasis
We’ve all seen background tones on tables. They have their use, but my feeling is that use should be functional and not decorative.
If you have a table that is long, but only a few columns wide, then alternate row shading isn’t that useful for showing the different lines of data. It’s a common misconception that alternate row shading is to increase legibility on long tables. That’s not the case. Shaded rows are to aid horizontal reading across multiple table columns. On wide tables they are incredibly useful for helping the reader find what they want.
Background tone can also be used to give emphasis to the reading direction. If we want to emphasis a column, that can be given a background tone.
Hierarchy
As I said earlier, people may be reading a table vertically, and horizontally in order to find what they want. Sometimes, especially if the table is complex, we need to give them a helping hand.
Visually emphasising the hierarchy in tables can help the reader scan the data. Column headings are particularly important. Column headings are often what a reader will go to first, so we need to help them understand that the column headings are different to the stuff beneath them, and we also need to give them more visual importance. We can do this by making them bold, giving them ample negative space, or by including a thick rule above them. We can also give the row titles the same level of emphasis.
In addition to background tones, you can give emphasis to reading direction by typesetting those elements in bold. You shouldn’t use italics—with sans serif typefaces the difference is too subtle.
So, there you have it. A couple of simple guidelines to make your tables cleaner and more readable. |
2007 |
Mark Boulton |
markboulton |
2007-12-07T00:00:00+00:00 |
https://24ways.org/2007/typesetting-tables/ |
design |
| 149 |
Underpants Over My Trousers |
With Christmas approaching faster than a speeding bullet, this is the perfect time for you to think about that last minute present to buy for the web geek in your life. If you’re stuck for ideas for that special someone, forget about that svelte iPhone case carved from solid mahogany and head instead to your nearest comic-book shop and pick up a selection of comics or graphic novels. (I’ll be using some of my personal favourite comic books as examples throughout).
Trust me, whether your nearest and dearest has been reading comics for a while or has never peered inside this four-colour world, they’ll thank-you for it.
Aside from indulging their superhero fantasies, comic books can provide web designers with a rich vein of inspiring ideas and material to help them create shirt button popping, trouser bursting work for the web. I know from my own personal experience, that looking at aspects of comic book design, layout and conventions and thinking about the ways that they can inform web design has taken my design work in often-unexpected directions.
There are far too many fascinating facets of comic book design that provide web designers with inspiration to cover in the time that it takes to pull your underpants over your trousers. So I’m going to concentrate on one muscle bound aspect of comic design, one that will make you think differently about how you lay out the content of your pages in panels.
A suitcase full of Kryptonite
Now, to the uninitiated onlooker, the panels of a comic book may appear to perform a similar function to still frames from a movie. But inside the pages of a comic, panels must work harder to help the reader understand the timing of a story. It is this method for conveying narrative timing to a reader that I believe can be highly useful to designers who work on the web as timing, drama and suspense are as important in the web world as they are in worlds occupied by costumed crime fighters and superheroes.
I’d like you to start by closing your eyes and thinking about your own process for laying out panels of content on a page. OK, you’ll actually be better off with your eyes open if you’re going to carry on reading.
I’ll bet you a suitcase full of Kryptonite that you often, if not always, structure your page layouts, and decide on the dimensions of those panels according to either:
The base grid that you are working to
The Golden Ratio or another mathematical schema
More likely, I bet that you decide on the size and the number of your panels based on the amount of content that will be going into them. From today, I’d like you to think about taking a different approach. This approach not only addresses horizontal and vertical space, but also adds the dimension of time to your designs.
Slowing down the action
A comic book panel not only acts as a container for its content but also indicates to a reader how much time passes within the panel and as a result, how much time the reader should focus their attention on that one panel.
Smaller panels create swift eye movement and shorter bursts of attention. Larger panels give the perception of more time elapsing in the story and subconsciously demands that a reader devotes more time to focus on it.
Concrete by Paul Chadwick (Dark Horse Comics)
This use of panel dimensions to control timing can also be useful for web designers in designing the reading/user experience. Imagine a page full of information about a product or service. You’ll naturally want the reader to focus for longer on the key benefits of your offering rather than perhaps its technical specifications.
Now take a look at this spread of pages from Watchmen by Alan Moore and Dave Gibbons.
Watchmen by Alan Moore and Dave Gibbons (Diamond Comic Distributors 2004)
Throughout this series of (originally) twelve editions, artist Dave Gibbons stuck rigidly to his 3×3 panels per page design and deviated from it only for dramatic moments within the narrative.
In particular during the last few pages of chapter eleven, Gibbons adds weight to the impending doom by slowing down the action by using larger panels and forces the reader to think longer about what was coming next. The action then speeds up through twelve smaller panels until the final panel: nothing more than white space and yet one of the most iconic and thought provoking in the entire twelve book series.
Watchmen by Alan Moore and Dave Gibbons (Diamond Comic Distributors 2004)
On the web it is common for clients to ask designers to fill every pixel of screen space with content, perhaps not understanding the drama that can be added by nothing more than white space.
In the final chapter, Gibbons emphasises the carnage that has taken place (unseen between chapters eleven and twelve) by presenting the reader with six full pages containing only single, large panels.
Watchmen by Alan Moore and Dave Gibbons (Diamond Comic Distributors 2004)
This drama, created by the artist’s use of panel dimensions to control timing, is a technique that web designers can also usefully employ when emphasising important areas of content.
Think back for a moment to the home page of Apple Inc., during the launch of their iconic iPhone, where the page contained nothing more than a large image and the phrase “Say hello to iPhone”. Rather than fill the page with sales messages, Apple’s designers allowed the space itself to tell the story and created a real sense of suspense and expectation among their readers.
Borders
Whereas on the web, panel borders are commonly used to add emphasis to particular areas of content, in comic books they take on a different and sometimes opposite role.
In the examples so far, borders have contained all of the action. Removing a border can have the opposite effect to what you might at first think. Rather than taking emphasis away from their content, in comics, borderless panels allow the reader’s eyes to linger for longer on the content adding even stronger emphasis.
Concrete by Paul Chadwick (Dark Horse Comics)
This effect is amplified when the borderless content is allowed to bleed to the edges of a page. Because the content is no longer confined, except by the edges of the page (both comic and web) the reader’s eye is left to wander out into open space.
Concrete by Paul Chadwick (Dark Horse Comics)
This type of open, borderless content panel can be highly useful in placing emphasis on the most important content on a page in exactly the very opposite way that we commonly employ on the web today.
So why is time an important dimension to think about when designing your web pages? On one level, we are often already concerned with the short attention spans of visitors to our pages and should work hard to allow them to quickly and easily find and read the content that both they and we think is important. Learning lessons from comic book timing can only help us improve that experience.
On another: timing, suspense and drama are already everyday parts of the web browsing experience. Will a reader see what they expect when they click from one page to the next? Or are they in for a surprise?
Most importantly, I believe that the web, like comics, is about story telling: often the story of the experiences that a customer will have when they use our product or service or interact with our organisation. It is this element of story telling than can be greatly improved by learning from comics.
It is exactly this kind of learning and adapting from older, more established and at first glance unrelated media that you will find can make a real distinctive difference to the design work that you create.
Fill your stockings
If you’re a visual designer or developer and are not a regular reader of comics, from the moment that you pick up your first title, I know that you will find them inspiring.
I will be writing more, and speaking about comic design applied to the web at several (to be announced) events this coming year. I hope you’ll be slipping your underpants over your trousers and joining me then. In the meantime, here is some further reading to pick up on your next visit to a comic book or regular bookshop and slip into your stockings:
Comics and Sequential Art by Will Eisner (Northern Light Books 2001)
Understanding Comics: The Invisible Art by Scott McCloud (Harper Collins 1994)
Have a happy superhero season.
(I would like to thank all of the talented artists, writers and publishers whose work I have used as examples in this article and the hundreds more who inspire me every day with their tall tales and talent.) |
2007 |
Andy Clarke |
andyclarke |
2007-12-14T00:00:00+00:00 |
https://24ways.org/2007/underpants-over-my-trousers/ |
design |
| 151 |
Get In Shape |
Pop quiz: what’s wrong with the following navigation?
Maybe nothing. But then again, maybe there’s something bugging you about the way it comes together, something you can’t quite put your finger on. It seems well-designed, but it also seems a little… off.
The design decisions that led to this eventual form were no doubt well-considered:
Client: The top level needs to have a “current page” status indicator of some sort.
Designer: How about a white tab?
Client: Great! The second level needs to show up underneath the first level though…
Designer: Okay, but that white tab I just added makes it hard to visually connect the bottom nav to the top.
Client: Too late, we’ve seen the white tab and we love it. Try and make it work.
Designer: Right. So I placed the second level in its own box.
Client: Hmm. They seem too separated. I can’t tell that the yellow nav is the second level of the first.
Designer: How about an indicator arrow?
Client: Brilliant!
The problem is that the end result feels awkward and forced. During the design process, little decisions were made that ultimately affect the overall shape of the navigation. What started out as a neatly contained rounded rectangle ended up as an ambiguous double shape that looks funny, though it’s often hard to pinpoint precisely why.
The Shape of Things
Well the why in this case is because seemingly unrelated elements in a design still end up visually interacting. Adding a new item to a page impacts everything surrounding it. In this navigation example, we’re looking at two individual objects that are close enough to each other that they form a relationship; if we reduce them to strictly their outlines, it’s a little easier to see that this particular combination registers oddly.
The two shapes float with nothing really grounding them. If they were connected, perhaps it would be a different story. The white tab divides the top shape in half, leaving a gap in the middle of it. There’s very little balance in this pairing because the overall shape of the navigation wasn’t considered during the design process.
Here’s another example: Gmail. Great email client, but did you ever closely look at what’s going on in that left hand navigation? The continuous blue bar around the message area spills out into the navigation. If we remove all text, we’re left with this odd configuration:
Though the reasoning for anchoring the navigation highlight against the message area might be sound, the result is an irregular shape that doesn’t correspond with anything in reality. You may never consciously notice it, but once you do it’s hard to miss. One other example courtesy of last.fm:
The two header areas are the same shade of pink so they appear to be closely connected. When reduced to their outlines it’s easy to see that this combination is off-balance: the edges don’t align, the sharp corners of the top shape aren’t consistent with the rounded corners of the bottom, and the part jutting out on the right of the bottom one seems fairly random. The result is a duo of oddly mis-matched shapes.
Design Strategies
Our minds tend to pick out familiar patterns. A clever designer can exploit this by creating references in his or her work to shapes and combinations with which viewers are already familiar. There are a few simple ideas that can be employed to help you achieve this: consistency, balance, and completion.
Consistency
A fairly simple way to unify the various disparate shapes on a page is by designing them with a certain amount of internal consistency. You don’t need to apply an identical size, colour, border, or corner treatment to every single shape; devolving a design into boring repetition isn’t what we’re after here. But it certainly doesn’t hurt to apply a set of common rules to most shapes within your work.
Consider purevolume and its multiple rounded-corner panels. From the bottom of the site’s main navigation to the grey “Extras” panels halfway down the page (shown above), multiple shapes use a common border radius for unity. Different colours, different sizes, different content, but the consistent outlines create a strong sense of similarity. Not that every shape on the site follows this rule; they break the pattern right at the top with a darker sharp-cornered header, and again with the thumbnails below. But the design remains unified, nonetheless.
Balance
Arguably the biggest problem with the last.fm example earlier is one of balance. The area poking out of the bottom shape created a fairly obvious imbalance for no apparent reason. The right hand side is visually emphasized due to the greater area of pink coverage, but with the white gap left beside it, the emphasis seems unwarranted. It’s possible to create tension in your design by mismatching shapes and throwing off the balance, but when that happens unintentionally it can look like a mistake.
Above are a few examples of design elements in balanced and unbalanced configurations. The examples in the top row are undeniably more pleasing to the eye than those in the bottom row. If these were fleshed out into full designs, those derived from the templates in the top row would naturally result in stronger work.
Take a look at the header on 9Rules for a study in well-considered balance. On the left you’ll see a couple of paragraphs of text, on the right you have floating navigational items, and both flank the site’s logo. This unusual layout combines multiple design elements that look nothing alike, and places them together in a way that anchors each so that no one weighs down the header.
Completion
And finally we come to the idea of completion. Shapes don’t necessarily need hard outlines to be read visually as shapes, which can be exploited for various purposes. Notice how Zend’s mid-page “Business Topics” and “News” items (below) fade out to the right and bottom, but the placement of two of these side-by-side creates an impression of two panels rather than three disparate floating columns. By allowing the viewer’s eye to complete the shapes, they’ve lightened up the design of the page and removed inessential lines. In a busy design this technique could prove quite handy.
Along the same lines, the individual shapes within your design may also be combined visually to form outlines of larger shapes. The differently-coloured header and main content/sidebar shapes on Veerle’s blog come together to form a single central panel, further emphasized by the slight drop shadow to the right.
Implementation
Studying how shape can be used effectively in design is simply a starting point. As with all things design-related, there are no hard and fast rules here; ultimately you may choose to bring these principles into your work more often, or break them for effect. But understanding how shapes interact within a page, and how that effect is ultimately perceived by viewers, is a key design principle you can use to impress your friends. |
2007 |
Dave Shea |
daveshea |
2007-12-16T00:00:00+00:00 |
https://24ways.org/2007/get-in-shape/ |
design |
| 152 |
CSS for Accessibility |
CSS is magical stuff. In the right hands, it can transform the plainest of (well-structured) documents into a visual feast. But it’s not all fur coat and nae knickers (as my granny used to say). Here are some simple ways you can use CSS to improve the usability and accessibility of your site.
Even better, no sexy visuals will be harmed by the use of these techniques. Promise.
Nae knickers
This is less of an accessibility tip, and more of a reminder to check that you’ve got your body background colour specified.
If you’re sitting there wondering why I’m mentioning this, because it’s a really basic thing, then you might be as surprised as I was to discover that from a sample of over 200 sites checked last year, 35% of UK local authority websites were missing their body background colour.
Forgetting to specify your body background colour can lead to embarrassing gaps in coverage, which are not only unsightly, but can prevent your users reading the text on your site if they use a different operating system colour scheme.
All it needs is the following line to be added to your CSS file:
body {background-color: #fff;}
If you pair it with
color: #000;
… you’ll be assured of maintaining contrast for any areas you inadvertently forget to specify, no matter what colour scheme your user needs or prefers.
Even better, if you’ve got standard reset CSS you use, make sure that default colours for background and text are specified in it, so you’ll never be caught with your pants down. At the very least, you’ll have a white background and black text that’ll prompt you to change them to your chosen colours.
Elbow room
Paying attention to your typography is important, but it’s not just about making it look nice.
Careful use of the line-height property can make your text more readable, which helps everyone, but is particularly helpful for those with dyslexia, who use screen magnification or simply find it uncomfortable to read lots of text online.
When lines of text are too close together, it can cause the eye to skip down lines when reading, making it difficult to keep track of what you’re reading across.
So, a bit of room is good.
That said, when lines of text are too far apart, it can be just as bad, because the eye has to jump to find the next line. That not only breaks up the reading rhythm, but can make it much more difficult for those using Screen Magnification (especially at high levels of magnification) to find the beginning of the next line which follows on from the end of the line they’ve just read.
Using a line height of between 1.2 and 1.6 times normal can improve readability, and using unit-less line heights help take care of any pesky browser calculation problems.
For example:
p {
font-family: "Lucida Grande", Lucida, Verdana, Helvetica, sans-serif;
font-size: 1em;
line-height: 1.3;
}
or if you want to use the shorthand version:
p {
font: 1em/1.3 "Lucida Grande", Lucida, Verdana, Helvetica, sans-serif;
}
View some examples of different line-heights, based on default text size of 100%/1em.
Further reading on Unitless line-heights from Eric Meyer.
Transformers: Initial case in disguise
Nobody wants to shout at their users, but there are some occasions when you might legitimately want to use uppercase on your site.
Avoid screen-reader pronunciation weirdness (where, for example, CONTACT US would be read out as Contact U S, which is not the same thing – unless you really are offering your users the chance to contact the United States) caused by using uppercase by using title case for your text and using the often neglected text-transform property to fake uppercase.
For example:
.uppercase {
text-transform: uppercase
}
Don’t overdo it though, as uppercase text is harder to read than normal text, not to mention the whole SHOUTING thing.
Linky love
When it comes to accessibility, keyboard only users (which includes those who use voice recognition software) who can see just fine are often forgotten about in favour of screen reader users.
This Christmas, share the accessibility love and light up those links so all of your users can easily find their way around your site.
The link outline
AKA: the focus ring, or that dotted box that goes around links to show users where they are on the site.
The techniques below are intended to supplement this, not take the place of it. You may think it’s ugly and want to get rid of it, especially since you’re going to the effort of tarting up your links.
Don’t.
Just don’t.
The non-underlined underline
If you listen to Jacob Nielsen, every link on your site should be underlined so users know it’s a link.
You might disagree with him on this (I know I do), but if you are choosing to go with underlined links, in whatever state, then remove the default underline and replacing it with a border that’s a couple of pixels away from the text.
The underline is still there, but it’s no longer cutting off the bottom of letters with descenders (e.g., g and y) which makes it easier to read.
This is illustrated in Examples 1 and 2.
You can modify the three lines of code below to suit your own colour and border style preferences, and add it to whichever link state you like.
text-decoration: none;
border-bottom: 1px #000 solid;
padding-bottom: 2px;
Standing out from the crowd
Whatever way you choose to do it, you should be making sure your links stand out from the crowd of normal text which surrounds them when in their default state, and especially in their hover or focus states.
A good way of doing this is to reverse the colours when on hover or focus.
Well-focused
Everyone knows that you can use the :hover pseudo class to change the look of a link when you mouse over it, but, somewhat ironically, people who can see and use a mouse are the group who least need this extra visual clue, since the cursor handily (sorry) changes from an arrow to a hand.
So spare a thought for the non-pointing device users that visit your site and take the time to duplicate that hover look by using the :focus pseudo class.
Of course, the internets being what they are, it’s not quite that simple, and predictably, Internet Explorer is the culprit once more with it’s frustrating lack of support for :focus. Instead it applies the :active pseudo class whenever an anchor has focus.
What this means in practice is that if you want to make your links change on focus as well as on hover, you need to specify focus, hover and active.
Even better, since the look and feel necessarily has to be the same for the last three states, you can combine them into one rule.
So if you wanted to do a simple reverse of colours for a link, and put it together with the non-underline underlines from before, the code might look like this:
a:link {
background: #fff;
color: #000;
font-weight: bold;
text-decoration: none;
border-bottom: 1px #000 solid;
padding-bottom: 2px;
}
a:visited {
background: #fff;
color: #800080;
font-weight: bold;
text-decoration: none;
border-bottom: 1px #000 solid;
padding-bottom: 2px;
}
a:focus, a:hover, a:active {
background: #000;
color: #fff;
font-weight: bold;
text-decoration: none;
border-bottom: 1px #000 solid;
padding-bottom: 2px;
}
Example 3 shows what this looks like in practice.
Location, Location, Location
To take this example to it’s natural conclusion, you can add an id of current (or something similar) in appropriate places in your navigation, specify a full set of link styles for current, and have a navigation which, at a glance, lets users know which page or section they’re currently in.
Example navigation using location indicators.
and the source code
Conclusion
All the examples here are intended to illustrate the concepts, and should not be taken as the absolute best way to format links or style navigation bars – that’s up to you and whatever visual design you’re using at the time.
They’re also not the only things you should be doing to make your site accessible.
Above all, remember that accessibility is for life, not just for Christmas. |
2007 |
Ann McMeekin |
annmcmeekin |
2007-12-13T00:00:00+00:00 |
https://24ways.org/2007/css-for-accessibility/ |
design |
| 167 |
Back To The Future of Print |
By now we have weathered the storm that was the early days of web development, a dangerous time when we used tables, inline CSS and separate pages for print only versions. We can reflect in a haggard old sea-dog manner (“yarrr… I remember back in the browser wars…”) on the bad practices of the time. We no longer need convincing that print stylesheets are the way to go1, though some of the documentation for them is a little outdated now.
I am going to briefly cover 8 tips and 4 main gotchas when creating print stylesheets in our more enlightened era.
Getting started
As with regular stylesheets, print CSS can be included in a number of ways2, for our purposes we are going to be using the link
element.
<link rel="stylesheet" type="text/css" media="print" href="print.css">
This is still my favourite way of linking to CSS files, its easy to see what files are being included and to what media they are being applied to. Without the media attribute specified the link element defaults to the media type ‘all’ which means that the styles within then apply to print and screen alike. The media type ‘screen’ only applies to the screen and wont be picked up by print, this is the best way of hiding styles from print.
Make sure you include your print styles after all your other CSS, because you will need to override certain rules and this is a lot easier if you are flowing with the cascade than against it!
Another thing you should be thinking is ‘does it need to be printed’. Consider the context3, if it is not a page that is likely to be printed, such as a landing page or a section index then the print styles should resemble the way the page looks on the screen.
Context is really important for the design of your print stylesheet, all the tips and tricks that follow should be taken in the context of the page. If for example you are designing a print stylesheet for an item in a shopping cart, it is irrelevant for the user to know the exact url of the link that takes them to your checkout.
Tips and tricks
During these tip’s we are going to build up print styles for a textileRef:11112857385470b854b8411:linkStartMarker:“simple
example”:/examples/back-to-the-future-of-print/demo-1.html
1. Remove the cruft
First things first, navigation, headers and most page furniture are pretty much useless and dead space in print so they will need to be removed, using display:none;.
2. Linearise your content
Content doesn’t work so well in columns in print, especially if the content columns are long and intend to stretch over multiple columns (as mentioned in the gotcha section below). You might want to consider Lineariseing the content to flow down the page. If you have your source order in correct priority this will make things a lot easier4.
3. Improve your type
Once you have removed all the useless cruft and jiggled things about a bit, you can concentrate more on the typography of the page.
Typography is a complex topic5, but simply put serif-ed fonts such as Georgia work better on print and sans serif-ed fonts such as Verdana are more appropriate for screen use. You will probably want to increase font size and line height and change from px to pt (which is specifically a print measurement).
4. Go wild on links
There are some incredibly fun things you can do with links in print using CSS. There are two schools of thought, one that consider it is best to disguise inline links as body text because they are not click-able on paper. Personally I believe it is useful to know for reference that the document did link to somewhere originally.
When deciding which approach to take, consider the context of your document, do people need to know where they would have gone to? will it help or hinder them to know this information? Also for an alternative to the below, take a look at Aaron Gustafson’s article on generating footnotes for print6.
Using some clever selector trickery and CSS generated content you can have the location of the link generated after the link itself.
HTML:
<p>I wish <a href="http://www.google.com/">Google</a> could find <a href="/photoOfMyKeys.jpg">my keys</a></p>
CSS:
a:link:after,
a:visited:after,
a:hover:after,
a:active:after {
content: " <" attr(href) "> ";
}
But this is not perfect, in the above example the content of the href is just naively plonked after the link text:
I wish Google <http://www.google.com/> would find my keys </photoOfMyKeys.jpg>
As looking back over this printout the user is not immediately aware of the location of the link, a better solution is to use even more crazy selectors to deal with relative links. We can also add a style to the generated content so it is distinguishable from the link text itself.
CSS:
a:link:after,
a:visited:after,
a:hover:after,
a:active:after {
content: " <" attr(href) "> ";
color: grey;
font-style: italic;
font-weight: normal;
}
a[href^="/"]:after {
content: " <http://www.example.com"attr(href)"> ";
}
The output is now what we were looking for (you will need to replace example.com with your own root URL):
I wish Google <http://www.google.com/> would find my keys <http://www.example.com/photoOfMyKeys.jpg>
Using regular expressions on the attribute selectors, one final thing you can do is to suppress the generated content on mailto: links, if for example you know the link text always reflects the email address. Eg:
HTML:
<a href="mailto:me@example.com">me@example.com</a>
CSS:
a[href^="mailto"]:after {
content: "";
}
This example shows the above in action.
Of course with this clever technique, there are the usual browser support issues. While it won’t look as intended in browsers such as Internet Explorer 6 and 7 (IE6 and IE7) it will not break either and will just degrade gracefully because IE cannot do generated content. To the best of my knowledge Safari 2+ and Opera 9.X support a colour set on generated content whereas Firefox 2 & Camino display this in black regardless of the link or inherited text colour.
5. Jazz your headers for print
This is more of a design consideration, don’t go too nuts though; there are a lot more limitations in print media than on screen. For this example we are going to go for is having a bottom border on h2’s and styling other headings with graduating colors or font sizes.
And here is the example complete with jazzy headers.
6. Build in general hooks
If you are building a large site with many different types of page, you may find it useful to build into your CSS structure, classes that control what is printed (e.g. noprint and printonly). This may not be semantically ideal, but in the past I have found it really useful for maintainability of code across large and varied sites
7. For that extra touch of class
When printing pages from a long URL, even if the option is turned on to show the location of the page in the header, browsers may still display a truncated (and thus useless) version.
Using the above tip (or just simply setting to display:none in screen and display:block in print) you can insert the URL of the page you are currently on for print only, using JavaScript’s window.location.href variable.
function addPrintFooter() {
var p = document.createElement('p');
p.className = 'print-footer';
p.innerHTML = window.location.href;
document.body.appendChild(p);
}
You can then call this function using whichever onload or ondomready handler suits your fancy. Here is our familiar demo to show all the above in action
8. Tabular data across pages
If you are using tabled data in your document there are a number of things you can do to increase usability of long tables over several pages. If you use the <thead> element this should repeat your table headers on the next page should your table be split. You will need to set thead {display: table-header-group;} explicitly for IE even though this should be the default value.
Also if you use tr {page-break-inside: avoid;} this should (browser support depending) stop your table row from breaking across two pages. For more information on styling tables for print please see the CSS discuss wiki7.
Gotchas
1. Where did all my content go?
Absolutely the most common mistake I see with print styles is the truncated content bug. The symptom of this is that only the first page of a div’s content will be printed, the rest will look truncated after this.
Floating long columns may still have this affect, as mentioned in Eric Meyer’s article on ‘A List Apart’ article from 20028; though in testing I am no longer able to replicate this. Using overflow:hidden on long content in Firefox however still causes this truncation. Overflow hidden is commonly used to clear floats9.
A simple fix can be applied to resolve this, if the column is floated you can override this with float:none similarly overflow:hidden can be overridden with overflow:visible or the offending rules can be banished to a screen only stylesheet.
Using position:absolute on long columns also has a very similar effect in truncating the content, but can be overridden in print with position:static;
Whilst I only recommend having a print stylesheet for content pages on your site; do at least check other landing pages, section indexes and your homepage. If these are inaccessible in print possibly due to the above gotcha, it might be wise to provide a light dusting of print styles or move the offending overflow / float rules to a screen only stylesheet to fix the issues.
2. Damn those background browser settings
One of the factors of life you now need to accept is that you can’t control the user’s browser settings, no more than you can control whether or not they use IE6. Most browsers by default will not print background colours or images unless explicitly told to by the user.
Naturally this causes a number of problems, for starters you will need to rethink things like branding. At this point it helps if you are doing the print styles early in the project so that you can control the logo not being a background image for example.
Where colour is important to the meaning of the document, for example a status on an invoice, bear in mind that a textural representation will also need to be supplied as the user may be printing in black and white. Borders will print however regardless of setting, so assuming the user is printing in colour you can always use borders to indicate colour.
Check the colour contrast of the text against white, this may need to be altered without backgrounds. You should check how your page looks with backgrounds turned on too, for consistency with the default browser settings you may want to override your background anyway.
One final issue with backgrounds being off is list items. It is relatively common practice to suppress the list-style-type and replace with a background image to finely control the bullet positioning. This technique doesn’t translate to print, you will need to disable this background bullet and re-instate your trusty friend the list-style-type.
3. Using JavaScript in your CSS? … beware IE6
Internet explorer has an issue that when Javascript is used in a stylesheet it applies this to all media types even if only applied to screen. For example, if you happen to be using expressions to set a width for IE, perhaps to mimic min-width, a simple width:100% !important rule can overcome the effects the expression has on your print styles10.
4. De-enhance your Progressive enhancements
Quite a classic “doh” moment is when you realise that, of course paper doesn’t support Javascript. If you have any dynamic elements on the page, for example a document collapsed per section, you really should have been using Progressive enhancement techniques11 and building for browsers without Javascript first, adding in the fancy stuff later.
If this is the case it should be trivial to override your wizzy JS styles in your print stylesheet, to display all your content and make it accessible for print, which is by far the best method of achieving this affect.
And Finally…
I refer you back to the nature of the document in hand, consider the context of your site and the page. Use the tips here to help you add that extra bit of flair to your printed media.
Be careful you don’t get caught out by the common gotchas, keep the design simple, test cross browser and relish in the medium of print.
Further Reading
1 For more information constantly updated, please see the CSS discuss wiki on print stylesheets
2 For more information on media types and ways of including CSS please refer to the CSS discuss wiki on Media Stylesheets
3 Eric Meyer talks to ThinkVitamin about the importance of context when designing your print strategy.
4 Mark Boulton describes how he applies a newspaper like print stylesheet to an article in the Guardian website. Mark also has some persuasive arguments that print should not be left to last
5 Richard Rutter Has a fantastic resource on typography which also applies to print.
6 Aaron Gustafson has a great solution to link problem by creating footnotes at the end of the page.
7 The CSS discuss wiki has more detailed information on printing tables and detailed browser support
8 This ‘A List Apart’ article is dated May 10th 2002 though is still mostly relevant
9 Float clearing technique using ‘overflow:hidden’
10 Autistic Cuckoo describes the interesting insight with regards to expressions specified for screen in IE6 remaining in print
11 Wikipedia has a good article on the definition of progressive enhancement
12 For a really neat trick involving a dynamically generated column to displaying <abbr> and <dfn> meanings (as well as somewhere for the user to write notes), try print previewing on Brian Suda’s site |
2007 |
Natalie Downe |
nataliedowne |
2007-12-09T00:00:00+00:00 |
https://24ways.org/2007/back-to-the-future-of-print/ |
design |
| 173 |
Real Fonts and Rendering: The New Elephant in the Room |
My friend, the content strategist Kristina Halvorson, likes to call content “the elephant in the room” of web design. She means it’s the huge problem that no one on the web development team or client side is willing to acknowledge, face squarely, and plan for.
A typical web project will pass through many helpful phases of research, and numerous beneficial user experience design iterations, while the content—which in most cases is supposed to be the site’s primary focus—gets handled haphazardly at the end. Hence, elephant in the room, and hence also artist Kevin Cornell’s recent use of elephantine imagery to illustrate A List Apart articles on the subject. But I digress.
Without discounting the primacy of the content problem, we web design folk have now birthed ourselves a second lumbering mammoth, thanks to our interest in “real fonts on the web“ (the unfortunate name we’ve chosen for the recent practice of serving web-licensed fonts via CSS’s decade-old @font-face declaration—as if Georgia, Verdana, and Times were somehow unreal).
For the fact is, even bulletproof and mo’ bulletproofer @font-face CSS syntax aren’t really bulletproof if we care about looks and legibility across browsers and platforms.
Hyenas in the Breakfast Nook
The problem isn’t just that foundries have yet to agree on a standard font format that protects their intellectual property. And that, even when they do, it will be a while before all browsers support that standard—leaving aside the inevitable politics that impede all standardization efforts. Those are problems, but they’re not the elephant. Call them the coyotes in the room, and they’re slowly being tamed.
Nor is the problem that workable, scalable business models (of which Typekit‘s is the most visible and, so far, the most successful) are still being shaken out and tested. The quality and ease of use of such services, their stability on heavily visited sites (via massively backed-up server clusters), and the fairness and sustainability of their pricing will determine how licensing and serving “real fonts” works in the short and long term for the majority of designer/developers.
Nor is our primary problem that developers with no design background may serve ugly or illegible fonts that take forever to load, or fonts that take a long time to download and then display as ordinary system fonts (as happens on, say, about.validator.nu). Ugliness and poor optimization on the web are nothing new. That support for @font-face in Webkit and Mozilla browsers (and for TrueType fonts converted to Embedded OpenType in Internet Explorer) adds deadly weapons to the non-designer’s toolkit is not the technology’s fault. JavaScript and other essential web technologies are equally susceptible to abuse.
Beauty is in the Eye of the Rendering Engine
No, the real elephant in the room—the thing few web developers and no “web font” enthusiasts are talking about—has to do with legibility (or lack thereof) and aesthetics (or lack thereof) across browsers and platforms. Put simply, even fonts optimized for web use (which is a whole thing: ask a type designer) will not look good in every browser and OS. That’s because every browser treats hinting differently, as does every OS, and every OS version.
Firefox does its own thing in both Windows and Mac OS, and Microsoft is all over the place because of its need to support multiple generations of Windows and Cleartype and all kinds of hardware simultaneously. Thus “real type” on a single web page can look markedly different, and sometimes very bad, on different computers at the same company. If that web page is your company’s, your opinion of “web fonts” may suffer, and rightfully. (The advantage of Apple’s closed model, which not everyone likes, is that it allows the company to guarantee the quality and consistency of user experience.)
As near as my font designer friends and I can make out, Apple’s Webkit in Safari and iPhone ignores hinting and creates its own, which Apple thinks is better, and which many web designers think of as “what real type looks like.” The forked version of Webkit in Chrome, Android, and Palm Pre also creates its own hinting, which is close to iPhone’s—close enough that Apple, Palm, and Google could propose it as a standard for use in all browsers and platforms. Whether Firefox would embrace a theoretical Apple and Google standard is open to conjecture, and I somehow have difficulty imagining Microsoft buying in—even though they know the web is more and more mobile, and that means more and more of their customers are viewing web content in some version of Webkit.
The End of Simple
There are ways around this ugly type ugliness, but they involve complicated scripting and sniffing—the very nightmares from which web standards and the simplicity of @font-face were supposed to save us. I don’t know that even mighty Typekit has figured out every needed variation yet (although, working with foundries, they probably will).
For type foundries, the complexity and expense of rethinking classic typefaces to survive in these hostile environments may further delay widespread adoption of web fonts and the resolution of licensing and formatting issues. The complexity may also force designers (even those who prefer to own) to rely on a hosted rental model simply to outsource and stay current with the detection and programming required.
Forgive my tears. I stand in a potter’s field of ideas like “Keep it simple,” by a grave whose headstone reads “Write once, publish everywhere.” |
2009 |
Jeffrey Zeldman |
jeffreyzeldman |
2009-12-22T00:00:00+00:00 |
https://24ways.org/2009/real-fonts-and-rendering/ |
design |
| 174 |
Type-Inspired Interfaces |
One of the things that terrifies me most about a new project is the starting point. How is the content laid out? What colors do I pick? Once things like that are decided, it becomes significantly easier to continue design, but it’s the blank page where I spend the most time.
To that end, I often start by choosing type. I don’t need to worry about colors or layout or anything else… just the right typefaces that support the art direction. (This article won’t focus on how to choose a typeface, but there are some really great resources if you interested in that sort of thing.)
And just like that, all your work is done. “Hold it just a second,” you might say. “All I’ve done is pick type. I still have to do the rest!”
To which I would reply, “Silly rabbit. You already have!” You see, picking the right typeface gets you farther than you might think. Here are a few tips on taking cues from type to design interfaces and interface elements.
Perfecting Web 2.0
If you’re going for that beloved rounded corner look, you might class it up a bit by choosing the wonderful Omnes Pro by Joshua Darden. As the typeface already has a rounded aesthetic, making buttons that fit the style should be pretty easy.
I’ve found that using multiples helps to keep your interfaces looking balanced and proportional. Noticing that the top left edge of the letter “P” has about an 12px corner radius, let’s choose a 24px radius for our button (a multiple of 2), so that we get proper rounded corners. By taking mathematical measurements from the typeface, our button looks more thought out than just “place arbitrary text on arbitrarily-sized button.” Pretty easy, eh?
What’s in a name(plate)?
Rounded buttons are pretty popular buttons nowadays, so let’s try something a bit more stylized.
Have a gander at Brothers, a sturdy face from Emigre. The chiseled edges give us a perfect cue for a stylized button. Using the same slope, you can make plated-looking buttons that fit a different kind of style.
Headlining
You might even take some cues from the style of the typeface itself. Didone serifs are known for their lack of bracketsーthat is, a gradual transition from the stem to the serif. Instead, they typically connect at a right angle. Another common characteristic is the high contrast in the strokes: very thick stems, very thin serifs.
So, when using a high contrast typeface, you can use it to your advantage to enhance hierarchy. Following our “multiples” guideline, a 12px measurement from the stems helps us create a top rule with a height of 24px (a multiple of 2). We can take the exact 1px measurement from the serif—a multiple of 1—to create the bottom rule. Voilà! I use this technique a lot.
Swashbucklers
And don’t forget the importance of visual “speed bumps” to break up long passages of text. A beautiful face like Alejandro Paul’s Ministry Script has over a thousand characters that can be manipulated or even combined to create elegant interface elements. Altering the partial differential character (∂) creates a delightful ornament that can help to guide the eye through content.
Stagger & Swagger
What about layout? How can we use typography to inform how our content is displayed?
Let’s take a typeface like Assembler. We might use this for a design that needs to feel uneasy or uncomfortable. In design terms, that might translate into using irregular shapes and asymmetry. Using the proportional distances and degrees from the perpendiculars, we could easily create a multi-column layout that jives with the general tone. And for all you skeptics that don’t think a layout like this is doable on the web, stranger things have happened.
Background texture generously offered by Bittbox.
Overall Design Direction
Finally, your typography could impact the entire look of the site, from the navigation to the interaction and everything in between. Check out how the (now-defunct) Nike Free site’s typography echoes the product itself, and in turn influences the navigation.
Find Your Type
With thousands of fonts to choose from, the possibilities are ridiculously open. From angles to radii to color to weight, you’ve got endless fodder before you. Great type designers spent countless hours slaving over these detailed letterforms; take advantage of it! Don’t feel like you have to limit yourself to the same old Helvetica and wet floors… unless your design calls for it.
Happy hunting! |
2009 |
Dan Mall |
danmall |
2009-12-07T00:00:00+00:00 |
https://24ways.org/2009/type-inspired-interfaces/ |
design |
| 183 |
Designing For The Switch |
For a long time on the web, we’ve been typographically spoilt. Yes, you heard me correctly. Think about it: our computers come with web fonts already installed; fonts that have been designed specifically to work well online and at small size; and fonts that we can be sure other people have too.
Yes, we’ve been spoilt. We don’t need to think about using Verdana, Arial, Georgia or Cambria.
Yet, for a long time now, designers have felt we needed more. We want to choose whatever typeface we feel necessary for our designs. We did bad things along the way in pursuit of this goal such as images for text. Smart people dreamt up tools to help us such as sIFR, or Cufón. Only fairly recently, @font-face is supported in most browsers. The floodgates are opening. It really is the dawn of a new typographic era on the web. And we must tread carefully.
The New Typesetters
Many years ago, before the advent of desktop publishing, if you wanted words set in a particular typeface, you had to go to a Typesetter. A Typesetter, or Compositor, as they were sometimes called, was a person whose job it was to take the written word (in the form of a document or manuscript) and ‘set’ the type in the desired typeface. The designer would chose what typeface they wanted – and all the ligatures, underlines, italics and whatnot – and then scribble all over the manuscript so the typesetter could set the correct type.
Then along came Desktop Publishing and every Tom, Dick and Harry could choose type on their computer and an entire link in the typographic chain was removed within just a few years. Well, that’s progress I guess. That was until six months ago when Typesetting was reborn on the web in the guise of a font service: Typekit.
Typekit – and services like Typekit such as Typotheque, Kernest and the upcoming Fontdeck – are typesetting services for the web. You supply them with your content, in the form of a webpage, and they provide you with some JavaScript to render that webpage in the typeface you’ve specified simply by adding the font name in your CSS file.
Thanks to services like these, font foundries are now talking to create licensing structures to allow us to embed fonts into our web pages legally – which has always been a sticking point in the past. So, finally, us designers can get what we want: whatever typeface we want on the web.
Yes, but… there are hurdles. One of which is the subject of this article.
The differences between Web Fonts and other fonts
Web fonts are different to normal fonts. They differ in a whole bunch of ways, from loose letter spacing to larger x-heights. But perhaps the most notable practical difference is file size. Let’s take a look at one of Typekit’s latest additions from the FontFont library, Meta.
Meta Roman weighs in at 42 KB. This is a fairly typical file size for a single weight of a good font. Now, let’s have a look at Verdana. Verdana is 186 KB. For one weight. The four weight family for Verdana weighs in at 686 KB. Four weights for half a megabyte!? Why so huge?
Well, Verdana has a lot of information packed into its 186 KB. It has the largest hinting data table of any typeface (the information carried by a font that tells it how to align itself to the pixels on your screen). As it has been shipped with Microsoft products since 1996, it has had time to grow to support many, many languages. Along with its cousin, Georgia (283 KB), Verdana was a new breed of typeface. And it’s grown fat.
If really serious web typography takes off – and by that I mean typefaces specifically designed for the screen – then we’re going to see more fonts increase in file size as the font files include more data. So, if you’re embedding a font weighing in at 100 KB, what happens?
The Flash of Unstyled Text
We all remember the Flash of Unstyled Content bug on Internet Explorer, right? That annoying bug that caused a momentary flash of unstyled HTML page. Well, the same thing can happen with embedding fonts using @font-face. An effect called The Flash of Unstyled Text (FOUT), first coined by Paul Irish. Personally, I prefer to call it the Flash of UnTypeset Text (still FOUT), as the text is styled, just not with what you want.
If you embed a typeface in your CSS, then the browser will download that typeface. Typically, browsers differ in the way they handle this procedure.
Firefox and Opera will render the text using the next font in your font stack until the first (embedded) font is loaded. It will then switch to the embedded font.
Webkit takes the approach that you asked for that font so it will wait until it’s completely loaded before showing it you.
In Opera and Firefox, you get a FOUT. In Webkit, you don’t. You wait.
Hang on there. Didn’t I say that good web fonts weigh in considerably more than ‘normal’ fonts? And whilst the browser is downloading the font, the user gets what to look at? Some pictures, background colours and whatever else isn’t HTML? I believe Webkit’s handling of font embedding – as deliberate as it is – is damaging to the practice of font embedding. Why? Well, we can design to a switch in typeface (as jarring as that is for the user), but we can’t design to blank space.
Let’s have a closer look at how we can design to FOUT.
More considered font stacks
We all know that font stacks in CSS are there for when a user doesn’t have a font; the browser will jump to the next one in the stack. Adding embedded fonts into the font stack means that because of FOUT (in gecko and Opera), the user can see a switch, and depending on their connection that switch could happen well into any reading that the user may be doing.
The practicalities of this are that a user could be reading and be towards the end of a line when the paragraph they are reading changes shape. The word they were digesting suddenly changes to three lines down. It’s the online equivalent of someone turning the page for you when you least expect it. So, how can we think about our font stacks slightly differently so we can minimise the switch?
Two years ago, Richard Rutter wrote on this very site about increasing our font stacks. By increasing the font stacks (by using his handy matrix) we can begin to experiment with different typefaces. However, when we embed a typeface, we must look very carefully at the typefaces in the font stack and the relationship between them. Because, previously, the user would not see a switch from one typeface to another, they’d just get either one or the other. Not both. With FOUT, the user sees two typefaces.
By carefully looking at the characteristics of the typefaces you choose, you can minimise the typographic ‘distance’ between the type down the stack. In doing so, you minimise the jarring effect of the switch.
Let’s take a look at an example of how to go about this.
Micro Typography to build better font stacks
Let’s say I want to use a recent edition to Typekit – Meta Serif Book – as my embedded font. My font stack would start like this:
font-family: 'Meta Serif Bold';
Where do you go from here? Well, first, familiarise yourself with Richard’s Font Matrix so you get an idea of what fonts are available for different people. Then start by looking closely at the characters of the embedded font and then compare them to different fonts from the matrix.
When I do this, I’m looking to match type characteristics such as x-height, contrast (the thickness and thinness of strokes), the stress (the angle of contrast) and the shape of the serifs (if the typeface has any).
Using just these simple comparative metrics means you can get to a ‘best fit’ reasonably quickly. And remember, you’re not after an ideal match. You’re after a match that means the switch is less painful for the reader, but also a typeface that carries similar characteristics so your design doesn’t change too much.
Building upon my choice of embedded font, I can quickly build up a stack by comparing letters.
This then creates my ‘best fit’ stack.
This translates to the CSS as:
font-family: 'Meta Serif Bold', 'Lucida Bright', Cambria, Georgia, serif
Following this process, and ending up with considered font stacks, means that we can design to the Flash of UnTypeset Content and ensure that our readers don’t get a diminished experience. |
2009 |
Mark Boulton |
markboulton |
2009-12-16T00:00:00+00:00 |
https://24ways.org/2009/designing-for-the-switch/ |
design |
| 210 |
Stop Leaving Animation to the Last Minute |
Our design process relies heavily on static mockups as deliverables and this makes it harder than it needs to be to incorporate UI animation in our designs. Talking through animation ideas and dancing out the details of those ideas can be fun; but it’s not always enough to really evaluate or invest in animated design solutions.
By including deliverables that encourage discussing animation throughout your design process, you can set yourself (and your team) up for creating meaningful UI animations that feel just as much a part of the design as your colour palette and typeface. You can get out of that “running out of time to add in the animation” trap by deliberately including animation in the early phases of your design process. This will give you both the space to treat animation as a design tool, and the room to iterate on UI animation ideas to come up with higher quality solutions. Two deliverables that can be especially useful for this are motion comps and animated interactive prototypes.
Motion comps - an animation deliverable
Motion comps (also called animatics or motion mock-ups) are usually video representation of UI animations. They are used to explore the details of how a particular animation might play out. And they’re most often made with timeline-based tools like Adobe After Effects, Adobe Animate, or Tumult Hype.
The most useful things about motion comps is how they allow designers and developers to share the work of creating animations. (Instead of pushing all the responsibility of animation on one group or the other.) For example, imagine you’re working on a design that has a content panel that can either be open or closed. You might create a mockup like the one below including the two different views: the closed state and the open state. If you’re working with only static deliverables, these two artboards might be exactly what you handoff to developers along with the instruction to animate between the two.
On the surface that seems pretty straight forward, but even with this relatively simple transition there’s a lot that those two artboards don’t address. There are seven things that change between the closed state and the open state. That’s seven things the developer building this out has to figure out how to move in and out of view, when, and in what order. And all of that is even before starting to write the code to make it work.
By providing only static comps, all the logic of the animation falls on the developer. This might go ok if she has the bandwidth and animation knowledge, but that’s making an awful lot of assumptions.
Instead, if you included a motion mock up like this with your static mock ups, you could share the work of figuring out the logic of the animation between design and development. Designers could work out the logic of the animation in the motion comp, exploring which items move at which times and in which order to create the opening and closing transitions.
The motion comp can also be used to iterate on different possible animation approaches before any production code has to be committed too. Sharing the work and giving yourself time to explore animation ideas before you’re backed up again the deadline will lead to happier teammates and better design solutions.
When to use motion comps
I’m not a fan of making more deliverables just for the sake of having more things to make, so I find it helps to narrow down what question I’m trying answer before choosing which sort of deliverable to make to investigate.
Motion comps can be most helpful for answering questions like:
Exactly how should this animation look?
Which items should move? Where? And when?
Do the animation qualities reflect our brand or our voice and tone?
One of the added bonuses of creating motion comps to answer these questions is that you’ll have a concrete thing to bring to design critiques or reviews to get others’ input on them as well.
Using motion comps as handoff
Motion comps are often used to handoff animation ideas from design to development. They can be super useful for this, but they’re even more useful when you include the details of the motion specs with them. (It’s difficult, if not impossible, to glean these details from playing back a video.)
More specifically, you’ll want to include:
Durations and the properties animated for each animation
Easing curve values or spring values used
Delay values and repeat counts
In many cases you’ll have to collect these details up manually. But this isn’t necessarily something that that will take a lot of time. If you take note of them as you’re creating the motion comp, chances are most of these details will already be top of mind. (Also, if you use After Effects for your motion comps, the Inspector Spacetime plugin might be helpful for this task.)
Animated prototypes - an interactive deliverable
Making prototypes isn’t a new idea for web work by any stretch, but creating prototypes that include animation – or even creating prototypes specifically to investigate potential animation solutions – can go a long way towards having higher quality animations in your final product.
Interactive prototypes are web or app-based, or displayed in a particular tool’s preview window to create a useable version of interactions that might end up in the end product. They’re often made with prototyping apps like Principle, Framer, or coded up in HTML, CSS and JS directly like the example below.
See the Pen Prototype example by Val Head (@valhead) on CodePen.
The biggest different between motion comps and animated prototypes is the interactivity. Prototypes can reposed to taps, drags or gestures, while motion comps can only play back in a linear fashion. Generally speaking, this makes prototypes a bit more of an effort to create, but they can also help you solve different problems. The interactive nature of prototypes can also make them useful for user testing to further evaluate potential solutions.
When to use prototypes
When it comes to testing out animation ideas, animated prototypes can be especially helpful in answering questions like these:
How will this interaction feel to use? (Interactive animations often have different timing needs than animations that are passively viewed.)
What will the animation be like with real data or real content?
Does this animation fit the context of the task at hand?
Prototypes can be used to investigate the same questions that motion comps do if you’re comfortable working in code or your prototyping tool of choice has capabilities to address high fidelity animation details. There are so many different prototyping tools out there at the moment, you’re sure to be able to find one that fits your needs.
As a quick side note: If you’re worried that your coding skills might not be up to par to prototype in code, know that prototype code doesn’t have to be production quality code. Animated prototypes’ main concern is working out the animation details. Once you’ve arrived at a combination of animations that works, the animation specifics can be extracted or the prototype can be refactored for production.
Motion comp or prototype?
Both motion comps and prototypes can be extremely useful in the design process and you can use whichever one (or ones) that best fits your team’s style. The key thing that both offer is a way to make animation ideas visible and sharable. When you and your teammate are both looking at the same deliverable, you can be confident you’re talking about the same thing and discuss its pros and cons more easily than just describing the idea verbally.
Motion comps tend to be more useful earlier in the design process when you want to focus on the motion without worrying about the underlying structure or code yet. Motion comps also be great when you want to try something completely new. Some folks prefer motion comps because the tools for making them feel more familiar to them which means they can work faster.
Prototypes are most useful for animations that rely heavily on interaction. (Getting the timing right for interactions can be tough without the interaction part sometimes.) Prototypes can also be helpful to investigate and optimize performance if that’s a specific concern.
Give them a try
Whichever deliverables you choose to highlight your animation decisions, including them in your design reviews, critiques, or other design discussions will help you make better UI animation choices. More discussion around UI animation ideas during the design phase means greater buy-in, more room for iteration, and higher quality UI animations in your designs. Why not give them a try for your next project? |
2017 |
Val Head |
valhead |
2017-12-08T00:00:00+00:00 |
https://24ways.org/2017/stop-leaving-animation-to-the-last-minute/ |
design |
| 217 |
Beyond Web Mechanics – Creating Meaningful Web Design |
It was just over three years ago when I embarked on becoming a web designer, and the first opinion piece about the state of web design I came across was a conference talk by Elliot Jay Stocks called ‘Destroy the Web 2.0 Look’. Elliot’s presentation was a call to arms, a plea to web designers the world over to stop the endless reproductions of the so called ‘Web 2.0 look’.
Three and a half years on from Elliot’s talk, what has changed? Well, from an aesthetic standpoint, not a whole lot. The Web 2.0 look has evolved, but it’s still with us and much of the web remains filled with cookie cutter websites that bear a striking resemblance to one another. This wouldn’t matter so much if these websites were selling comparable services or products, but they’re not. They look similar, they follow the same web design trends; their aesthetic style sends out a very similar message, yet they’re selling completely different services or products. How can you be communicating effectively with your users when your online book store is visually indistinguishable from an online cosmetic store? This just doesn’t make sense.
I don’t want to belittle the current version of the Web 2.0 look for the sake of it. I want to talk about the opportunity we have as web designers to create more meaningful experiences for the people using our websites. Using design wisely gives us the ability to communicate messages, ideas and attitudes that our users will understand and connect with.
Being human
As human beings we respond emotionally to everything around us – people, objects, posters, packaging or websites. We also respond in different ways to different kinds of aesthetic design and style. We care about style and aesthetics deeply, whether we realise it or not. Aesthetic design has the power to attract or repel. We often make decisions based purely on aesthetics and style – and don’t retailers the world over know it! We connect attitudes and strongly held beliefs to style. Individuals will proudly associate themselves with a certain style or aesthetic because it’s an expression of who they are. You know that old phrase, ‘Don’t judge a book by its cover’? Well, the problem is that people do, so it’s important we get the cover right.
Much is made of how to structure web pages, how to create a logical information hierarchy, how to use layout and typography to clearly communicate with your users. It’s important, however, not to mistake clarity of information or legibility with getting your message across. Few users actually read websites word by word: it’s far more likely they’ll just scan the page. If the page is copy-heavy and nothing grabs their attention, they may well just move on. This is why it’s so important to create a visual experience that actually means something to the user.
Meaningful design
When we view a poster or website, we make split-second assessments and judgements of what is in front of us. Our first impressions of what a website does or who it is aimed at are provoked by the style and aesthetic of the website. For example, with clever use of colour, typography, graphic design and imagery we can communicate to users that an organisation is friendly, edgy, compassionate, fun or environmentally conscious.
Using a certain aesthetic we can convey the personality of that organisation, target age ranges, different sexes or cultural groups, communicate brand attributes, and more. We can make our users feel like they’re part of something and, perhaps even more importantly, we can make new users want to be a part of something. And we can achieve all this before the user has read a single word.
By establishing a website’s aesthetic and creating a meaningful visual language, a design is no longer just a random collection of pretty gradients that have been plucked out of thin air. There can be a logic behind the design decisions we make. So, before you slap another generic piece of ribbon or an ultra shiny icon into the top-left corner of your website, think about why you are doing it. If you can’t come up with a reason better than “I saw it on another website”, it’s probably a poor application of style.
Design and style
There are a number of reasons why the web suffers from a lack meaningful design. Firstly, there are too many preconceptions of what a website should look like. It’s too easy for designers to borrow styles from other websites, thereby limiting the range of website designs we see on the web. Secondly, many web designers think of aesthetic design as of secondary importance, which shouldn’t be the case. Designing websites that are accessible and easy to use is, of course, very important but this is the very least a web designer should be delivering. Easy to use websites should come as standard – it’s equally important to create meaningful, compelling and beautiful experiences for everyone who uses our websites. The aesthetics of your site are part of the design, and to ignore this and play down the role of aesthetic design is just a wasted opportunity.
No compromise necessary
Easy to use, accessible websites and beautiful, meaningful aesthetics are not mutually exclusive. The key is to apply style and aesthetic design appropriately. We need to think about who and what we’re designing for and ask ourselves why we’re applying a certain kind of aesthetic style to our design. If you do this, there’s no reason why effective, functional design should come at the expense of jaw-dropping, meaningful aesthetics.
Web designers need to understand the differences between functional design and aesthetic design but, even more importantly, they need to know how to make them work together. It’s combining these elements of design successfully that makes for the best web design in the world. |
2010 |
Mike Kus |
mikekus |
2010-12-05T00:00:00+00:00 |
https://24ways.org/2010/beyond-web-mechanics-creating-meaningful-web-design/ |
design |
| 222 |
Golden Spirals |
As building blocks go, the rectangle is not one to overwhelm the designer with decisions. On the face of it, you have two options: you can set the width, and the height. But despite this apparent simplicity, there are combinations of width and height that can look unbalanced. If a rectangle is too tall and slim, it might appear precarious. If it is not tall enough, it may simply look flat. But like a guitar string that’s out of tune, you can tweak the proportions little by little until a rectangle feels, as Goldilocks said, just right.
A golden rectangle has its height and width in the golden ratio, which is approximately 1:1.618. These proportions have long been recognised as being aesthetically harmonious. Whether through instruction or by intuition, artists have understood how to exploit these proportions over the centuries. Examples can be found in classical architecture, medieval book construction, and even in the recent #newtwitter redesign.
A mathematical curiosity
The golden rectangle is unique, in that if you remove a square section from it, what is left behind is itself a golden rectangle. The removal of a square can be repeated on the rectangle that is left behind, and then repeated again, as many times as you like. This means that the golden rectangle can be treated as a building block for recursive patterns. In this article, we will exploit this property to build a golden spiral, using only HTML and CSS.
The markup
The HTML we’ll use for this study is simply a series of nested <div>s.
<body>
<div id="container">
<div class="cycle">
<div>
<div>
<div>
<div class="cycle">
<div>
<div>
<div>
<div class="cycle">
<div>
<div>
<div>
<div class="cycle"></div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</body>
The first of these has the class cycle, and so does every fourth ancestor thereafter. The spiral completes a cycle every four steps, so this class allows styles to be reused on <div>s that appear at the same position in each cycle.
Golden proportions
To create our spiral we are going to exploit the unique properties of the golden rectangle, so our first priority is to ensure that we have a golden rectangle to begin with. If we pick a length for the short edge – say, 288 pixels – we can then calculate the length of the long edge by multiplying this value by 1.618. In this case, 288 × 1.618 = 466, so our starting point will be a <div> with these properties:
#container > div {
width: 466px;
height: 288px;
}
The greater than symbol is used here to single out the immediate child of the #container element, without affecting the grandchild or any of the more distant descendants.
We could go on to specify the precise pixel dimensions of every child element, but that means doing a lot of sums. It would be much easier if we just specified the dimensions for each element as a percentage of the width and height of its parent. This also has the advantage that if you change the size of the outermost container, all nested elements would be resized automatically – something that we shall exploit later.
The approximate value of 38.2% can be derived from (100 × 1 − phi) ÷ phi, where the Greek letter phi (ϕ) stands for the golden ratio. The value of phi can be expressed as phi = (1 + √5 ) ÷ 2, which is approximately 1.618. You don’t have to understand the derivation to use it. Just remember that if you start with a golden rectangle, you can slice 38.2% from it to create a new golden rectangle.
This can be expressed in CSS quite simply:
.cycle,
.cycle > div > div {
height: 38.2%;
width: 100%;
}
.cycle > div,
.cycle > div > div > div {
width: 38.2%;
height: 100%;
}
You can see the result so far by visiting Demo One. With no borders or shading, there is nothing to see yet, so let’s address that next.
Shading with transparency
We’ll need to apply some shading to distinguish each segment of the spiral from its neighbours. We could start with a white background, then progress through shades of grey: #eee, #ddd, #ccc and so on, but this means hard-coding the background-color for every element. A more elegant solution would be to use the same colour for every element, but to make each one slightly transparent.
The nested <div>s that we are working with could be compared to layers in Photoshop. By applying a semi-transparent shade of grey, each successive layer can build on top of the darker layers beneath it. The effect accumulates, causing each successive layer to appear slightly darker than the last. In his 2009 article for 24 ways, Drew McLellan showed how to create a semi-transparent effect by working with RGBA colour. Here, we’ll use the colour black with an alpha value of 0.07.
#container div { background-color: rgba(0,0,0,0.07) }
Note that I haven’t used the immediate child selector here, which means that this rule will apply to all <div> elements inside the #container, no matter how deeply nested they are. You can view the result in Demo Two. As you can see, the golden rectangles alternate between landscape and portrait orientation.
Demo Three).
CSS3 specification indicates that a percentage can be used to set the border-radius property, but using percentages does not achieve consistent results in browsers today. Luckily, if you specify a border-radius in pixels using a value that is greater than the width and height of the element, then the resulting curve will use the shorter length side as its radius. This produces exactly the effect that we want, so we’ll use an arbitrarily high value of 10,000 pixels for each border-radius:
.cycle {
border-radius: 0px;
border-bottom-left-radius: 10000px;
}
.cycle > div {
border-radius: 0px;
border-bottom-right-radius: 10000px;
}
.cycle > div > div {
border-radius: 0px;
border-top-right-radius: 10000px;
}
.cycle > div > div > div {
border-radius: 0px;
border-top-left-radius: 10000px;
}
Note that the specification for the border-radius property is still in flux, so it is advisable to use vendor-specific prefixes. I have omitted them from the example above for the sake of clarity, but if you view source on Demo Four then you’ll see that the actual styles are not quite as brief.
Filling the available space
We have created an approximation of the Golden Spiral using only HTML and CSS. Neat! It’s a shame that it occupies just a fraction of the available space. As a finishing touch, let’s make the golden spiral expand or contract to use the full space available to it.
Ideally, the outermost container should use the full available width or height that could accomodate a rectangle of golden proportions. This behaviour is available for background images using the “ background-size: contain; property, but I know of no way to make block level HTML elements behave in this fashion (if I’m missing something, please enlighten me). Where CSS fails to deliver, JavaScript can usually provide a workaround. This snippet requires jQuery:
$(document).ready(function() {
var phi = (1 + Math.sqrt(5))/2;
$(window).resize(function() {
var goldenWidth = windowWidth = $(this).width(),
goldenHeight = windowHeight = $(this).height();
if (windowWidth/windowHeight > phi) {
// panoramic viewport – use full height
goldenWidth = windowHeight * phi;
} else {
// portrait viewport – use full width
goldenHeight = windowWidth / phi;
};
$("#container > div.cycle")
.width(goldenWidth)
.height(goldenHeight);
}).resize();
});
You can view the result by visiting Demo Five.
Is it just me, or can you see an elephant in there?
You can probably think of many ways to enhance this further, but for this study we’ll leave it there. It has been a good excuse to play with proportions, positioning and the immediate child selector, as well as new CSS3 features such as border-radius and RGBA colours. If you are not already designing with golden proportions, then perhaps this will inspire you to begin. |
2010 |
Drew Neil |
drewneil |
2010-12-07T00:00:00+00:00 |
https://24ways.org/2010/golden-spirals/ |
design |
| 248 |
How to Use Audio on the Web |
I know what you’re thinking. I never never want to hear sound anywhere near a browser, ever ever, wow! 🙉
You’re having flashbacks, flashbacks to the days of yore, when we had a <bgsound> element and yup did everyone think that was the most rad thing since <blink>. I mean put those two together with a <marquee>, only use CSS colour names, make sure your borders were all set to ridge and you’ve got yourself the neatest website since 1998.
The sound played when the website loaded and you could play a MIDI file as well! Everyone could hear that wicked digital track you chose. Oh, surfing was gnarly back then.
Yes it is 2018, the end of in fact, soon to be 2019. We are certainly living in the future. Hoverboards self driving cars, holodecks VR headsets, rocket boots drone racing, sound on websites get real, Ruth.
We can’t help but be jaded, even though the <bgsound> element is depreciated, and the autoplay policy appeared this year. Although still in it’s infancy, the policy “controls when video and audio is allowed to autoplay”, which should reduce the somewhat obtrusive playing of sound when a website or app loads in the future.
But then of course comes the question, having lived in a muted present for so long, where and why would you use audio?
✨ Showcase Time ✨
There are some incredible uses of audio on websites today. This is my personal favourite futurelibrary.no, a site from Norway chronicling books that have been published from a forest of trees planted precisely for the books themselves. The sound effects are lovely, adding to the overall experience.
futurelibrary.no
Another site that executes this well is pottermore.com. The Hogwarts WebGL simulation uses both sound effects and ambient background music and gives a great experience. The button hovers are particularly good.
pottermore.com
Eighty-six and a half years is a beautiful narrative site, documenting the musings of an eighty-six and a half year old man. The background music playing on this site is not offensive, it adds to the experience.
Eighty-six and a half years
Sound can be powerful and in some cases useful. Last year I wrote about using them to help validate forms. Audiochart is a library which “allows the user to explore charts on web pages using sound and the keyboard”. Ben Byford recorded voice descriptions of the pages on his website for playback should you need or want it. There is a whole area of accessibility to be explored here.
Then there’s education. Fancy beginning with some piano in the new year? flowkey.com is a website which allows you to play along and learn at the same time. Need to brush up on your music theory? lightnote.co takes you through lessons to do just that, all audio enhanced. Electronic music more your thing? Ableton has your back with learningmusic.ableton.com, a site which takes you through the process of composing electronic music. A website, all made possible through the powers with have with the Web Audio API today.
lightnote.co
learningmusic.ableton.com
Considerations
Yes, tis the season, let’s be more thoughtful about our audios. There are some user experience patterns to begin with. 86andahalfyears.com tells the user they are about to ‘enter’ the site and headphones are recommended. This is a good approach because it a) deals with the autoplay policy (audio needs to be instigated by a user gesture) and b) by stating headphones are recommended you are setting the users expectations, they will expect sound, and if in a public setting can enlist the use of a common electronic device to cause less embarrassment.
Eighty-six and a half years
Allowing mute and/or volume control clearly within the user interface is a good idea. It won’t draw the user out of the experience, it’ll give more control to the user about what audio they want to hear (they may not want to turn down the volume of their entire device), and it’s less thought to reach for a very visible volume than to fumble with device settings.
Indicating that sound is playing is also something to consider. Browsers do this by adding icons to tabs, but this isn’t always the first place to look for everyone.
To The Future
So let’s go!
We see amazing demos built with Web Audio, and I’m sure, like me, they make you think, oh wow I wish I could do that / had thought of that / knew the first thing about audio to begin to even conceive that.
But audio doesn’t actually need to be all bells and whistles (hey, it’s Christmas). Starting, stopping and adjusting simple panning and volume might be all you need to get started to introduce some good sound design in your web design.
Isn’t it great then that there’s a tutorial just for that! Head on over to the MDN Web Audio API docs where the Using the Web Audio API article takes you through playing and pausing sounds, volume control and simple panning (moving the sound from left to right on stereo speakers).
This year I believe we have all experienced the web as a shopping mall more than ever. It’s shining store fronts, flashing adverts, fast food, loud noises.
Let’s use 2019 to create more forests to explore, oceans to dive and mountains to climb. |
2018 |
Ruth John |
ruthjohn |
2018-12-22T00:00:00+00:00 |
https://24ways.org/2018/how-to-use-audio-on-the-web/ |
design |
| 277 |
Raising the Bar on Mobile |
One of the primary challenges of designing for mobile devices is that screen real estate is often in limited supply. Through the advocacy of Luke W and others, we’ve drawn comfort from the idea that this constraint ends up benefiting users and designers alike, from obvious advantages like portability and reach, to influencing our content strategy decisions through focus and restraint. But that doesn’t mean we shouldn’t take advantage of every last pixel of that screen we can snag!
As anyone who has designed a website for use on a smartphone can attest, there’s an awful lot of space on mobile screens dedicated to browser functions that would be better off toggled out of view. Unfortunately, the visibility of some of these elements is beyond our control, such as the buttons fixed to the bottom of the viewport in iOS’s Safari and the WebOS browser. However, in many devices, the address bar at the top can be manually hidden, and its absence frees up enough pixel room for a large, impactful heading, a critical piece of navigation, or even just a little more white space to air things out.
So, as my humble contribution to this most festive of web publications, today I’ll dig into the approach I used to hide the address bar in a browser-agnostic fashion for sites like BostonGlobe.com, and the jQuery Mobile framework.
Surveying the land
First, let’s assess the chromes of some popular, current mobile browsers. For example purposes, the following screen-captures feature the homepage of the Boston Globe site, without any address-bar-hiding logic in place.
Note: these captures are just mockups – actual experience on these platforms may vary.
On the left is iOS5’s Safari (running on iPhone), and on the right is Windows Phone 7 (pre-Mango).
BlackBerry 7 (left), and Android 2.3 (right).
WebOS (left), Opera Mini (middle), and Opera Mobile (right).
Some browsers, such the default browsers on WebOS and BlackBerry 5, hide the bar automatically without any developer intervention, but many of them don’t. Of these, we can only manually hide the address bar on iOS Safari and Android (according to Opera Web Opener, Mike Taylor, some discussion is underway for support in Opera Mini and Mobile as well, which would be great!). This is unfortunate, but iOS and Android are incredibly popular, so let’s direct our focus there.
Great API, or greatest API?
As it turns out, iOS and Android not only allow you to hide the address bar, they use the same JavaScript method to do so, too (this shouldn’t be surprising, given that they are both WebKit browsers, but nothing expected happens in mobile). However, the method they use is not exactly intuitive. You might set out looking for a JavaScript API dedicated to this purpose, like, say, window.toolbar.hide(), but alas, to hide the address bar you need to use the window.scrollTo method!
window.scrollTo(0, 0);
The scrollTo method is not new, it’s just this particular use of it that is. For the uninitiated, scrollTo is designed to scroll a document to a particular set of coordinates, assuming the document is large enough to scroll to that spot. The method accepts two arguments: a left coordinate; and a top coordinate. It’s both simple and supported well pretty much everywhere. In iOS and Android, these coordinates are calculated from the top of the browser’s viewport, just below the address bar (interestingly, it seems that some platforms like BlackBerry 6 treat the top of the browser chrome as 0 instead, meaning the page content is closer to 20px from the top).
Anyway, by passing the coordinates 0, 0 to the scrollTo method, the browser will jump to the top of the page and pull the address bar out of view! Of course, if a quick call to scrollTo was all we need to do to hide the address bar in iOS and Android, this article would be pretty short, and nothing new. Unfortunately, the first issue we need to deal with is that this method alone will not usually do the trick: it must be called after the page has finished loading.
The browser gives us a load event for just that purpose, so we’ll wrap our scrollTo method in it and continue on our merry way! We’ll use the standard, addEventListener method to bind the the load event, passing arguments for event name load, and a callback function to execute when the event is triggered.
window.addEventListener("load",function() {
window.scrollTo(0, 0);
});
For the sake of preventing errors in those using browsers that don’t support addEventListener, such as Internet Explorer 8 and under, let’s make sure that method exists before we use it:
if( window.addEventListener ){
window.addEventListener("load",function() {
window.scrollTo(0, 0);
});
}
Now we’re getting somewhere, but we must also call the method after the load event’s default behavior has been applied. For this, we can use the setTimeout method, delaying its execution to after the load event has run its course.
if( window.addEventListener ){
window.addEventListener("load",function() {
setTimeout(function(){
window.scrollTo(0, 0);
}, 0);
});
}
Sweet sugar of Christmas! Hit this demo in iOS and watch that address bar drift up and away!
Not so fast…
We’ve got a little problem: the approach above does work in iOS but, in some cases, it works a little too well. In the process of applying this behavior, we’ve broken one of the primary tenets of responsible web development: don’t break the browser’s default behaviour. This usability rule of thumb is often violated by developers with even the best of intentions, from breaking the browser’s back button through unrecorded Ajax page refreshes, to fancy momentum touch scrolling scripts that can wreak havoc in all but the most sophisticated of devices. In this case, we’ve prevented the browser’s native support of deep-linking to sections of a page (a hash identifier in the URL matching a page element’s id attribute, for example, http://example.com#contact) from working properly, because our script always scrolls to the top.
To avoid this collision, we’ll need to detect whether a deep link, or hash, is present in the URL before applying our logic. We can do this by ensuring that the location.hash property is falsey:
if( !window.location.hash && window.addEventListener ){
window.addEventListener( "load",function() {
setTimeout(function(){
window.scrollTo(0, 0);
}, 0);
});
}
Still works great! And a quick test using a hash-based URL confirms that our script will not execute when a deep anchor is in play. Now iOS is looking sharp, and we’ve added our feature defensively to avoid conflicts.
Now, on to Android…
Wait. You didn’t expect that we could write code for one browser and be finished, right? Of course you didn’t. I mentioned earlier that Android uses the same method for getting rid of the scrollbar, but I left out the fact that the arguments it prefers vary slightly, but significantly, from iOS. Bah!
Differering from the earlier logic from iOS, to remove the address bar on Android’s default browser, you need to pass a Y coordinate of 1 instead of 0. Aside from being just plain odd, this is particularly unfortunate because to any other browser on the planet, 1px is a very real, however small, distance from the top of the page!
window.scrollTo( 0, 1 );
Looks like we’re going to need a fork…
R UA Android?
At this point, some developers might decide to simply not support this feature in Android, and more determined devs might decide that a quick check of the User Agent string would be a reliable way to determine the browser and tweak the scroll value accordingly. Neither of those decisions would be tragic, but in the spirit of cross-browser and future-friendly development, I’ll propose an alternative.
By this point, it should be clear that neither of the implementations above offer a particularly intuitive way to hide an address bar. As such, one might be skeptical that these approaches will stick around very long in their present state in either browser. Perhaps at some point, Android will decide to use 0 like iOS, making our lives a little easier, or maybe some new browser will decide to model their address bar hiding method after one of these implementations. In any case, detecting the User Agent only allows us to apply logic based on the known present, and in the world of mobile, let’s face it, the present is already the past.
Writing a check
In this next step of today’s technique, we’ll apply some logic to quickly determine the behavior model of the browser we’re using, then capitalize on that model – without caring which browser it happens to come from – by applying the appropriate scroll distance.
To do this, we’ll rely on a fortunate side effect of Android’s implementation, which is when you programatically scroll the page to 1 using scrollTo, Android will report that it’s still at 0 because oddly enough, it is! Of course, any other browser in this situation will report a scroll distance of 1. Thus, by scrolling the page to 1, then asking the browser its scroll distance, we can use this artifact of their wacky implementation to our advantage and scroll to the location that makes sense for the browser in play.
Getting the scroll distance
To pull off our test, we’ll need to ask the browser for its current scroll distance. The methods for getting scroll distance are not entirely standardized across popular browsers, so we’ll need to use some cross-browser logic. The following scroll distance function is similar to what you’d find in a library like jQuery. It checks the few common ways of getting scroll distance before eventually falling back to 0 for safety’s sake (that said, I’m unaware of any browsers that won’t return a numeric value from one of the first three properties).
// scrollTop getter
function getScrollTop(){
return scrollTop = window.pageYOffset ||
document.compatMode === "CSS1Compat" && document.documentElement.scrollTop ||
document.body.scrollTop || 0;
}
In order to execute that code above, the body object (referenced here as document.body) will need to be defined already, or we’ll risk an error. To determine that it’s defined, we can run a quick timer to execute code as soon as that object is defined and ready for use.
var bodycheck = setInterval(function(){
if( document.body ){
clearInterval( bodycheck );
//more logic can go here!!
}
}, 15 );
Above, we’ve defined a 15 millisecond interval called bodycheck that checks if document.body is defined and, if so, clears itself of running again. Within that if statement, we can extend our logic further to run other code, such as our check for the scroll distance, defined via the variable scrollTop below:
var scrollTop,
bodycheck = setInterval(function(){
if( document.body ){
clearInterval( bodycheck );
scrollTop = getScrollTop();
}
}, 15 );
With this working, we can immediately scroll to 1, then check the scroll distance when the body is defined. If the distance reports 1, we’re likely in a non-Android browser, so we’ll scroll back to 0 and clean up our mess.
window.scrollTo( 0, 1 );
var scrollTop,
bodycheck = setInterval(function(){
if( document.body ){
clearInterval( bodycheck );
scrollTop = getScrollTop();
window.scrollTo( 0, scrollTop === 1 ? 0 : 1 );
}
}, 15 );
Cashing in
All of the pieces are written now, so all we need to do is combine them with our previous logic for scrolling when the window is loaded, and we’ll have a cross-browser solution of which John Resig would be proud. Here’s our combined code snippet, with some formatting updates rolled in as well:
(function( win ){
var doc = win.document;
// If there’s a hash, or addEventListener is undefined, stop here
if( !location.hash && win.addEventListener ){
//scroll to 1
window.scrollTo( 0, 1 );
var scrollTop = 1,
getScrollTop = function(){
return win.pageYOffset || doc.compatMode = "CSS1Compat" && doc.documentElement.scrollTop || doc.body.scrollTop || 0;
},
//reset to 0 on bodyready, if needed
bodycheck = setInterval(function(){
if( doc.body ){
clearInterval( bodycheck );
scrollTop = getScrollTop();
win.scrollTo( 0, scrollTop = 1 ? 0 : 1 );
}
}, 15 );
win.addEventListener( “load”, function(){
setTimeout(function(){
//reset to hide addr bar at onload
win.scrollTo( 0, scrollTop === 1 ? 0 : 1 );
}, 0);
} );
}
})( this );
View code example
And with that, we’ve got a bunch more room to play with on both iOS and Android.
Break out the eggnog
…because we’re not done yet! In the spirit of making our script act more defensively, there’s still another use case to consider. It was essential that we used the window’s load event to trigger our scripting, but on pages with a lot of content, its use can come at a cost. Often, a user will begin interacting with a page, scrolling down as they read, before the load event has fired. In those situations, our script will jump the user back to the top of the page, resulting in a jarring experience.
To prevent this problem from occurring, we’ll need to ensure that the page has not been scrolled beyond a certain amount. We can add a simple check using our getScrollTop function again, this time ensuring that its value is not greater than 20 pixels or so, accounting for a small tolerance.
if( getScrollTop() < 20 ){
//reset to hide addr bar at onload
window.scrollTo( 0, scrollTop === 1 ? 0 : 1 );
}
And with that, we’re pretty well protected! Here’s a final demo.
The completed script can be found on Github (full source: https://gist.github.com/1183357 ). It’s MIT licensed. Feel free to use it anywhere or any way you’d like!
Your thoughts?
I hope this article provides you with a browser-agnostic approach to hiding the address bar that you can use in your own projects today. Perhaps alternatively, the complications involved in this approach convinced you that doing this well is more trouble than it’s worth and, depending on the use case, that could be a fair decision. But at the very least, I hope this demonstrates that there’s a lot of work involved in pulling off this small task in only two major platforms, and that there’s a real need for standardization in this area.
Feel free to leave a comment or criticism and I’ll do my best to answer in a timely fashion.
Thanks, everyone!
Some parting notes
I scream, you scream…
At the time of writing, I was not able to test this method on the latest Android 4.0 (Ice Cream Sandwich) build. According to Sencha Touch’s browser scorecard, the browser in 4.0 may have a different way of managing the address bar, so I’ll post in the comments once I get a chance to dig into it further.
Short pages get no love
Today’s technique only works when the page is as tall, or taller than, the device’s available screen height, so that the address bar may be scrolled out of view. On a short page, you might work around this issue by applying a minimum height to the body element ( body { min-height: 460px; } ), but given the variety of screen sizes out there, not to mention changes in orientation, it’s tough to find a value that makes much sense (unless you manipulate it with JavaScript). |
2011 |
Scott Jehl |
scottjehl |
2011-12-20T00:00:00+00:00 |
https://24ways.org/2011/raising-the-bar-on-mobile/ |
design |
| 279 |
Design the Invisible to Tell Better Stories on the Web |
For design to be meaningful we need to tell stories. We need to design the invisible, the cues, the messages and the extra detail hidden beneath the aesthetics. It’s all about the story.
From verbal exchanges around the campfire to books, the web and everything in between, storytelling allows us to share, organize and process information more efficiently. It helps us understand our surroundings and make emotional connections to people, places and experiences.
Web design lends itself perfectly to the conventions of storytelling, a universal process. However, the stories vary because they’re defined by culture, society, politics and religion. All of which need considering if you are to design stories that are relevant to your target audience.
The benefits of approaching design with storytelling in mind from the very start of the project is that we are creating considered design that allows users to quickly gather meaning from the website. They do this by reading between the lines and drawing on the wealth of knowledge they have acquired about the associations between colours, typyefaces and signs.
With so much recognition and analysis happening subconsciously you have to consider how design communicates on this level. This invisible layer has a significant impact on what you say, how you say it and who you say it to.
How can we design something that’s invisible?
By researching and making conscious decisions about exactly what you are communicating, you can make the invisible visible. As is often quoted, good design is like air, you only notice it when it’s bad. So by designing the invisible the aim is to design stories that the audience receive subliminally, so that they go somewhat unnoticed, like good air.
Storytelling strands
To share these stories through design, you can break it down into several strands. Each strand tells a story on its own, but when combined they may start to tell a different story altogether. These strands are colour, typefaces, branding, tone of voice and symbols. All are literal and visible but the invisible element is the meaning behind them – meaning that you can extract and share. In this article I want to focus on colour, typefaces and tone of voice and on how combining story strands can change the meaning.
Colour
Let’s start with colour. Red represents emotions such as love but can also signify war. Green is commonly used for all things environmental and purple is a colour that connotes wealth and royalty. These associations between colour and emotion or value have been learned over time and are continually reinforced through media and culture.
With this knowledge come expectations from your users. For example, they will expect Valentine’s Day sites to be red and kids’ sites to be bright and colourful. This is true in the same way audiences have expectations of certain genres of film or music. These conventions help savvy audiences decode texts and read between the lines or, rather, to draw meaning from the invisible. It’s practically an innate skill. This is why you need to design the invisible: because users will quickly deduce meaning from your site and fill in the story’s gaps, it’s important to give them as much of that story to begin with. A story relevant to their culture.
Of all the ways you can tell stories through web design, colour is the most fascinating and important. Not only does it evoke emotions in users but its meaning varies significantly between cultures. In the west, for example, white is a colour associated with weddings, and black is the colour of mourning. This is signified by the traditions of brides wearing white and those in mourning wearing black. In other cultures the meanings are reversed, as black is a colour that represents good luck and white is a colour that signifies mourning. If you assume the same values are true in all cultures then you risk offending the very people you are targeting.
When colours combine, the story being told can change. If you design using red, white and blue then it’s going to be difficult to shake off patriotic connotations because this colour combination is so ingrained as being American or British or French thanks largely to their flags. This extends to politics too. Each party has its own representative colour. In the UK, the Conservatives are blue and Labour is red so it would be inappropriate storytelling to design a Labour-related website in blue as there would be a conflict between the content and the design, a conflict that would result in a poor user experience.
Conflicts become more of an issue when you start to combine story strands. I once saw a No VAT advert use the symbol on the left:
There’s a complete conflict in storytelling here between the sign and its colour. The prohibition sign was used over the word VAT to mean no VAT; that makes sense. But this is a symbol that is used to communicate to people that something is being prohibited or prevented, it mustn’t continue. So to use green contradicts the message of the sign itself; green is used as a colour to say yes, go, proceed, enter. The same would be true if we had a tick in red and a cross in green. Bad design here means the story is flawed and the user experience is compromised.
Typefaces
Typefaces also tell stories. They are so much more than the words that are written with them because they connote different values. Here are a few:
Serif fonts are more formal and are associated with tradition, sophistication and high-end values. Sans serif fonts, on the other hand, are synonymous with modernity, informality and friendliness. These perceptions are again reinforced through more traditional media such as newspaper mastheads, where the serious news-focused broadsheets have serif titles, and the showbiz and gossip-led tabloids have sans serif titles. This translates to the web as well. With these associations already familiar to users, they may see copy and focus on the words, but if the way that copy is displayed jars with the context then we are back to having conflicting stories like the No VAT sign earlier.
Let’s take official institutions, for example. The White House, the monarchy, 10 Downing Street and other government departments are formal, traditional and important organisations. If the copy on their websites were written in a typeface like Cooper Black, it would erase any authority and respect that they were due. They need people to take them seriously and trust them, and part of the way to do this is to have a typeface that represents those values.
It works both ways though. If Innocent, Threadless or other fun companies used traditional typefaces, they wouldn’t be accurate reflections of their core values, brand and personality. They are better positioned to use friendly, informal and modern typefaces. But still never Comic Sans.
Tone of voice
Closely tied to this is tone of voice, my absolute bugbear on the web. Tone of voice isn’t what is said but, rather, how it is said. When we interact with others in person we don’t just listen to the words they say, but we also draw meaning from their body language, and pitch and tone of voice. Just because the web removes that face-to-face interaction with your audience it doesn’t mean you can’t have a tone of voice.
Innocent pioneered the informal chatty tone of voice that so many others have since emulated, but unless it is representative of your company, then it’s not appropriate. It works for Innocent because the tone of voice is consistent across all the company’s materials, both online and offline. Ben and Jerry’s takes the same approach, as does Threadless, but maybe you need a more formal or corporate tone of voice. It really depends on what your business or service is and who it is for, and that is why I think LoveFilm has it all wrong.
LoveFilm offers a film and game rental service, something fun for people in their downtime. While they aren’t particularly stuffy, neither is their tone of voice very friendly or informal, which is what I would expect from a service like theirs. The reason they have it wrong is in the language they use and the way their sentences are constructed.
This is the first time we’ve discussed language because, on the whole, designing the invisible isn’t concerned with language at all. But that doesn’t mean that these strands can’t still elicit an emotional response in users. Jon Tan quoted Dr Mazviita Chirimuuta in his New Adventures in Web Design talk in January 2011:
Although there is no absolute separation between language and emotion, there will still be countless instances where you have emotional response without verbal input or linguistic cognition. In general language is not necessary for emotion.
This is even more pertinent when the emotions evoked are connected to people’s culture, surroundings and way of life. It makes design personal, something that audiences can connect with at more than just face value but, rather, on a subliminal or, indeed, invisible level.
It also means that when you are asked the inevitable question of why – why is blue the dominant colour? why have you used that typeface? why don’t we sound like Innocent? – you will have a rationale behind each design decision that can explain what story you are telling, how you discovered the story and how it is targeted at the core audience.
Research
This is where research plays a vital role in the project cycle. If you don’t know and understand your audience then you don’t know what story to design. Every project lends itself to some level of research, but how in-depth and what methods are most appropriate will be dictated by project requirements and budget restrictions – but do your research.
Even if you think you know your audience, it doesn’t hurt to research and reaffirm that because cultures and society do change, albeit slowly, but they can change. So ask questions at the start of the project during the research phase:
What do different colours mean for your audience’s culture?
Do the typeface and tone of voice appeal to the demographic?
Does the brand identity represent the values and personality of your service?
Are there any social, political or religious significances associated with your audience that you need to take into consideration so you don’t offend them?
Ask questions, understand your audience, design your story based on these insights, and create better user experiences in context that have good, solid storytelling at their heart.
Major hat tip to Gareth Strange for the beautiful graphics used within this article. |
2011 |
Robert Mills |
robertmills |
2011-12-14T00:00:00+00:00 |
https://24ways.org/2011/design-the-invisible/ |
design |
| 285 |
Composing the New Canon: Music, Harmony, Proportion |
Ohne Musik wäre das Leben ein Irrtum
—Friedrich NIETZSCHE, Götzen-Dämmerung, Sprüche und Pfeile 33, 1889
Somehow, music is hardcoded in human beings. It is something we understand and respond to without prior knowledge. Music exercises the emotions and our imaginative reflex, not just our hearing. It behaves so much like our emotions that music can seem to symbolize them, to bear them from one person to another. Not surprisingly, it conjures memories: the word music derives from Greek μουσική (mousike), art of the Muses, whose mythological mother was Mnemosyne, memory. But it can also summon up the blood, console the bereaved, inspire fanaticism, bolster governments and dissenters alike, help us learn, and make web designers dance. And what would Christmas be without music?
Music moves us, often in ways we can’t explain. By some kind of alchemy, music frees us from the elaborate nuisance and inadequacy of words. Across the world and throughout recorded history – and no doubt well before that – people have listened and made (and made out to) music.
[I]t appears probable that the progenitors of man, either the males or females or both sexes, before acquiring the power of expressing their mutual love in articulate language, endeavoured to charm each other with musical notes and rhythm.
—Charles DARWIN, The Descent of Man, and Selection in Relation to Sex, 1871
It’s so integral to humankind, we’ve sent it into space as a totem for who we are. (Who knows? It might be important.) Music is essential, a universal compulsion; as Nietzsche wrote, without music life would be a mistake.
Music, design and web design
There are some obvious and notable similarities between music and visual design. Both can convey mood and evoke emotion but, even under close scrutiny, how they do that remains to a great extent mysterious. Each has formal qualities or parts that can be abstracted, analysed and discussed, often using the same terminology: composition, harmony, rhythm, repetition, form, theme; even colour, texture and tone.
A possible reason for these shared aspects is that both visual design and music are means to connect with people in deep and lasting ways. Furthermore, I believe the connections to be made can complement direct emotional appeal. Certain aesthetic qualities in music work on an unconscious and, it could be argued, universal level. Using musical principles in our designs, then, can help provide the connectedness between content, device and user that we now seek as web designers.
Yet, when we talk about music and web design, the conversation is almost always about the music designers listen to while working, a theme finding its apotheosis in Designers.MX. Sometimes, articles in that dreary list format seek inspiration from music industry websites. There’s even a service offering pre-templated web designs for bands, and at least one book surveyed the landscape back in 2006. Occasionally, discussions broaden somewhat into whether and how different kinds of music can inspire and influence the design work we produce.
Such enquiries, it seems to me, are beside the point. Do I really design differently when I listen to Bach rather than Bacharach? Will the barely restrained energy of Count Basie’s The Kid from Red Bank mean I choose a lively colour palette, and rural, autumnal shades when inspired by Fleet Foxes? Mahler means a thirteen-column layout? Gillian Welch leads to distressed black and white photography? While reflecting the importance we place in music and how it seems to help us in our work, surveys on musical taste and lists of favourite artists fail to recognize that some of the fundamental aesthetic characteristics of music can be adapted and incorporated into modern web design.
Antiphonal geometry
Over recent years, web designers have embraced grid systems as powerful tools to help create good-looking and intuitive user experiences. With the advent of responsive design, these grids and their contents must adapt to the different screen sizes and properties of all kinds of user devices. Finding and using grid values that can scale well and retain or enhance their proportions and relationships while making the user experience meaningful in several different contexts is more important than ever.
In print, this challenge has always started with the dimensions and proportions of the page. Content can thereby be made to belong inside the page and be bound to it. And music has been used for centuries to further this aim. As Robert Bringhurst says in The Elements of Typographical Style:
Indeed, one of the simplest of all systems of page proportions is based on the familiar intervals of the diatonic scale. Pages that embody these basic musical proportions have been in common use in Europe for more than a thousand years.
Very well. But while he goes on to list (from the full chromatic scale, rather than just diatonic) the proportions and the musical intervals they’re based on, Bringhurst fails to mention what they’re ratios of or their potential effects. Shame. In his favour, however, he later touches on how proportions in print might be considered to work:
The page is a piece of paper. It is also a visible and tangible proportion, silently sounding the thoroughbass of the book. On it lies the textblock, which must answer to the page. The two together – page and textblock – produce an antiphonal geometry. That geometry alone can bond the reader to the book. Or conversely, it can put the reader to sleep, or put the reader’s nerves on edge, or drive the reader away.
So what does Bringhurst mean by antiphonal geometry, a phrase that marries the musical to the spatial? By stating that the textblock “must answer to the page”, the implication is that the relationship between the proportions of the page and the shape of the textblock printed on it embodies a spatial (geometrical) call-and-response (antiphony) that can be appealing or not.
Boulton’s new canon
But, as Mark Boulton has pointed out, on the web “there are no edges. There are no ‘pages’. We’ve made them up.” So, what is to be done? In January 2011 at the New Adventures in Web Design conference, Boulton presented his vision of a new canon of web design, a set of principles to guide us as we design the web. There are three overlapping tenets:
design from the content out
create connectedness between the different content elements
bind the content to the web device
Rather than design from the edges in, we need to design layout systems from the content out. To this end, Boulton asserts that grid system design should begin with a constraint, and he suggests we use the size of a fixed content element, such as an advertising unit or image, as a starting point for online grid calculations. Khoi Vinh advocates the same approach in his book, Ordering Disorder: Grid Principles for Web Design.
Boulton’s second and third tenets, however, are more complex and overlap significantly with each other. Connecting the different parts of the content and binding the content to the device share many characteristics and solutions:
adopting ems and percentages as units of size for layout elements
altering text size, line length and line height for different viewport dimensions
providing higher resolution images for devices with greater pixel densities
fluid layout grids, flexible images and responsive design
All can help relate the presentation of the content to its delivery in a certain context.
But how do we determine the relationship between one element of a layout and another? How can we avoid making arbitrary decisions about the relative sizes of parts of our designs? What can we use to connect the parts of our design to one another, and how can we bind the presentation of the content to the user’s device?
Tim Brown’s application of modular typographic scales hints at an answer. In the very useful tool he created for calculating such scales, Brown includes two musical ratios: the perfect fifth (2:3); and the perfect fourth (3:4). Why? Where do they come from? And what do they mean?
Harmonies musical and visual
Fundamental to music are rhythm and harmony.
As any drummer will tell you, without rhythm there is no music. Even when there’s no regular beat, any tune follows a rhythm, however irregular, simply because a change of note is a point of change in the music. Although rhythm, timing and pacing are all relevant to interaction design, right now it’s harmony we’re interested in.
Sometimes harmony is called the vertical aspect of music, and melody the horizontal. But this conceit overlooks the fact that harmony is both vertical and horizontal. A single melodic line, as it is played, implies various sets of harmonies on which it is grounded, whether or not those harmonies are played. So, harmony doesn’t just sit vertically beneath the horizontal melody, but moves horizontally as well, through harmonic progression.
To stretch this arrangement pixel-thin, we could argue that in onscreen design melody is the content, and the layout and arrangement of the content is the harmony. We sometimes say a design is harmonious when the interplay of different elements of a design is pleasing or balanced or in proportion, and the content (the melody) is set off or conveyed well by or appropriate to the design.
We seem to know instinctively whether a layout is harmonious…
In the design of The Great Discontent, the relationships between different elements combine to form a balanced whole.
…or not.
There’s no harmony in the Department for Education’s website because the different parts of the content don’t feel related to one another.
What is it that makes one design harmonious and another dissonant? It’s not just whether things line up, though that’s a start. I believe there are much deeper aesthetic forces at work, forces we can tap into in our onscreen designs. Now, I’m not going start a difficult discussion about aesthetics. For our purposes, we just need to know that it’s the branch of philosophy dealing with the nature of beauty, and the creation and perception of beauty. And among the key components in the perception of beauty are harmony and proportion. These have been part of traditional western aesthetics since Plato (about 2,500 years).
One of the ways we appreciate the beauty of music is through the harmonic intervals we hear. A musical interval is a combination of two notes and it describes the distance between the two pitches. For example, the distance between C and the G above it (if we take C as the tonic or root) is called a perfect fifth.
Left: C to G, a perfect fifth. Right: C and G, not a perfect fifth.
And, to get superficially scientific for a moment, each musical interval can be expressed as a ratio of the wavelength frequencies of the notes; for our perfect fifth, with every two wavelengths of C, there are three of G. And what is a ratio, if not a proportion of one thing to another?
So, simple musical harmony (using what’s known as just intonation1) affords us a set of proportions, expressed as ratios. Where better to apply these ideas of harmony and proportion from music in web design, than grid systems?
A digression: whither φ?
Quite often in our discussions of pure design and aesthetics, we mention the golden ratio and regurgitate the same justifications for its use: roots in antiquity; embodied in classical and Renaissance architecture and art; occurrence in nature; the New Twitter, and so forth (oh, really?).
Yet the ratios of musical intervals from just intonation are equally venerable and much more widespread: described by Pythagorus; employed in Palladian architecture, and printing, books and art from the Renaissance onwards; in modern times, film and television dimensions; standard international paper sizes (ISO 216, the A and B series); and, again and again, screen dimensions – chances are that screen you’re probably looking at right now has the proportions 2:3 (iPhone and iPod Touch), 3:4 (iPad and Kindle), 3:5 (many smartphones), 5:8 or 16:9 (many widescreen monitors), all ratios of musical intervals.
Back to our theme…
Musical interval ratios
Let’s take a look at most of the ratios within a couple of octaves and crunch some numbers to generate some percentages and other values that we can use in our designs. First, the intervals and their ratios in just intonation and expressed as ratios of one:
Name
Interval in C
Ratio
Ratio (1:x)
unison
C→C
1:1
1:1
minor second
C→D♭
15:16
1:1.067
major second
C→D
8:9
1:1.125
minor third
C→E♭
5:6
1:1.2
major third
C→E
4:5
1:1.25
perfect fourth
C→F
3:4
1:1.333
augmented fourth
or diminished fifth
C→F♯/G♭
1:√2
1:1.414
perfect fifth
C→G
2:3
1:1.5
minor sixth
C→A♭
5:8
1:1.6
major sixth
C→A
3:5
1:1.667
minor seventh
C→B♭
9:16
1:1.778
major seventh
C→B
8:15
1:1.875
octave
C→C↑
1:2
1:2
major tenth
C→E↑
2:5
1:2.5
major eleventh
C→F↑
3:8
1:2.667
major twelfth
C→G↑
1:3
1:3
double octave
C→C↑
1:4
1:4
Name
Interval in C
Ratio
Ratio (1:x)
And now as percentages, of both the larger and smaller values in the ratios:
Name
Ratio
% of larger value
% of smaller value
unison
1:1
100%
100%
minor second
15:16
93.75%
106.667%
major second
8:9
88.889%
112.5%
minor third
5:6
83.333%
120%
major third
4:5
80%
125%
perfect fourth
3:4
75%
133.333%
augmented fourth
or diminished fifth
1:√2
70.711%
141.421%
perfect fifth
2:3
66.667%
150%
minor sixth
5:8
62.5%
160%
major sixth
3:5
60%
166.667%
minor seventh
9:16
56.25%
177.778%
major seventh
8:15
53.333%
187.5%
octave
1:2
50%
200%
major tenth
2:5
40%
250%
major eleventh
3:8
37.5%
266.667%
major twelfth
1:3
33.333%
300%
double octave
1:4
25%
400%
Name
Ratio
% of larger value
% of smaller value
As you can see, the simple musical intervals are expressed as ratios of small whole numbers (integers). We can then normalize them as ratios of one, as well as derive percentage values, both in terms of the smaller value to the larger, and vice versa. These are the numbers we can incorporate into our designs. If you’ve ever written something like body { font: 100%/1.5 "Museo Sans", Helvetica, sans-serif; } in your CSS, you’re already using a musical ratio: the perfect fifth.
Modular scales allow us to generate a set of numbers based on a musical interval that can be used for all kinds of typographic and layout decisions to create harmony in a visual design for the web. As Tim Brown said at the 2010 Build conference:
I think that from that most atomic unit – type – whole experiences can resonate, whole experiences can be harmonious. And whole experiences can have a purpose suited to our design intentions.
Once more, with feeling: connectedness
As well as modular scales, there are other methods of incorporating musical interval ratios into our work. Setting the ratio of font size to line height in CSS is one such example. We could also create a typographic hierarchy using the same principle and combining several ratios that we know harmonize well musically in a chord:
body { font-size: 75%; } /* =12px = base size or tonic */
h1 { font-size: 32px; font-size: 2.667rem; }
/* =32px = 3:8 = major eleventh (C→F↑) */
h2 { font-size: 24px; font-size: 2rem; }
/* =24px = 1:2 = octave (C→C↑) */
h3 { font-size: 20px; font-size: 1.667rem; }
/* =20px = 3:5 = major sixth (C→A) */
figcaption, small { font-size: 9px; font-size : 0.75rem }
/* =9px = 3:4 = perfect fourth (C→F) */
Whoa! Hold your reindeer, Santa! How can we know what interval combinations work well together to form chords? Well, I’m a classically trained musician, so perhaps I have an advantage. To avoid a long, technically complex digression into musical harmony, here are a few basic combinations of intervals that are harmonious in one way or another:
unison; major third; perfect fifth; octave
unison; perfect fourth; major sixth; octave
unison; minor third; minor sixth; octave
unison; minor third; diminished fifth; major sixth; octave
This isn’t to say that other combinations can’t be used to interesting effect and particular purpose – they surely can – but I have to make sure there’s something left for you to experiment with in the wee small hours over the holiday. Bear in mind, though, were I to play you two notes from the same scale to form a minor second, for example, you’d probably say it was dissonant and maybe that quality of the 15:16 ratio would be translated to the design.
In the typographic hierarchy above, you’ll notice I used an interval in the higher octave, which affords a broader range of ratios while retaining the harmony. Thus, a perfect fifth (2:3) becomes a major twelfth (1:3), or a major sixth (3:5) becomes a major thirteenth (3:10).
The harmonic ratios can obviously be used as proportions for layout as well, in several different ways:
image width and height (for example, 450×800px = 9:16 = minor seventh)
main content to page width (67%:100% = 2:3 = perfect fifth)
page width to viewport width (80%:100% = 4:5 = major third)
One great benefit of using such ratios in web design work is that they can be applied in responsive web design. Proportional values, based on percentages or equivalent em units, will scale with changing viewports, so your layout and image proportions can be maintained or deliberately changed, as we’re about to find out, across devices.
Small speakers, tall speakers: binding to the device
The musical interval ratios also provide an opportunity, not only to create connectedness between the parts of a layout, but to bind the content to a device – that elusive antiphonal geometry. Just as a textblock and page resonate together, so too can web content and the screen. Earlier, I mentioned that several common screen aspect ratios match musical interval ratios. It would seem, then, that we have a set of proportions that we can use in different ways to establish and retain a sense of harmony that can be based on and change with those contexts. Using musical interval ratios, we can bind the display of our content to the device it’s displayed on.
If you haven’t met already, let me introduce you to the device-aspect-ratio property of CSS media queries.
@media only screen and (device-aspect-ratio: 3/4) { }
@media only screen and (device-aspect-ratio: 480/640) { }
@media only screen and (device-aspect-ratio: 600/800) { }
@media only screen and (device-aspect-ratio: 768/1024) { }
Regardless of the precise pixel values, each of these media queries would apply to devices whose display area has an aspect ratio of 3:4. It works by comparing the device-width with the device-height. (It’s not to be confused with aspect-ratio, which is defined by the width and height of the browser within the device.) The values in the media query are always presented as width/height, with portrait being the default orientation for smartphones and tablets; that is, to match an iPhone screen, you’d use device-aspect-ratio: 2/3, not 3/2, which won’t work.
Here’s a table of the musical intervals with their corresponding screens.
Name
device-aspect-ratio
Screens
Common resolutions (pixels)
major third
5/4
TFT LCD computer screens
1,280×1,024
perfect fourth
3/4 or 4/3
iPad, Kindle and other tablets, PDAs
320×240, 768×1,024
perfect fifth
2/3
iPhone, iPod Touch
320×480, 640×960
minor sixth
8/5 (16/10)
Many widescreens
1,152×720, 1,440×900, 1,920×1,200
major sixth
3/5
Many smartphones
240×400, 480×800
minor seventh
16/9 or 9/16
Many widescreens and some smartphones
720×1,280, 1,366×768, 1,920×1,080, 2,560×1,440
[You might argue that I’m playing fast and loose with the ratios. I suppose, mathematically speaking, 9:16 is not the same as 16:9: I’m no expert. But let’s not throw the baby out with the bath water, particularly at Christmas.]
With this in mind, we can begin to write media queries that will influence various typographic and layout values in line with the aspect ratios of specific screens and in combination with em-based min-width queries that work from smaller, mobile screens to larger, desktop screens.
Here’s a very simple demo page with only some text, an image with a caption and a little basic layout: no seasonal overindulgence here.
Demo: Sample page using device-aspect-ratio media queries based on musical interval ratios
Our initial styles for all devices are based on the perfect fifth, with the major third and octave rounding things out into a harmonious whole, whether or not media queries are supported. For example:
html { font-size: 100%; line-height: 1.5; }
/* font-size:line-height = 16:24 = 2:3 = perfect fifth */
h1 { font-size: 32px; font-size: 2rem; line-height: 1.25; }
/* font-size:line-height = 32:40 = 4:5 = major third
body:h1 = 16:32 = 1:2 = octave */
While we should really consider methods of delivering images appropriate to the screen size, let’s just stick to a single image for all devices. But why don’t we change its aspect ratio from 4:3 to 3:2, to fit with our harmonic scheme? It’s easy enough to do with overflow:hidden on the <figure> element to hide a part of the image, and a negative margin fudge:
figure img { margin: -8.5% 0 0 0; width: 100%; max-width: 100%; }
Our first break point targets devices 320 pixels wide with an aspect ratio of 2:3, namely the iPhone and iPod Touch:
/* 320px = 20×16 */
@media only screen and (min-width: 20em) and (device-aspect-ratio: 2/3) { }
We’re actually already there, of course, as the intervals we’ve chosen resonate with this aspect ratio – the content is already bound to the device.
Our next media query, then, will make some changes to match a different ratio, the major sixth (3:5), which is same as that of many smartphones:
/* 480px = 30×16 */
@media only screen and (min-width: 30em) and (device-aspect-ratio: 3/5) { }
A different aspect ratio might require a change in harmony. For devices with these proportions, we’ll now use the perfect fourth (3:4) and the major sixth (3:5) along with the octave we already have to create a new resonating harmony. For instance, a slightly wider screen means we can increase the line-height to aid the legibility of longer lines:
html { line-height: 1.667; }
/* font-size:line-height = 16:26.672 = 3:5 = major sixth */
h1 { font-size: 32px; font-size: 2rem; line-height: 1.667; }
/* font-size:line-height = 32:53.333 = 3:5 = major sixth
body:h1 = 16:32 = 1:2 = octave */
and we can remove the negative margin to display our 4:3 image in its entirety.
Each screen displays content styled using relationships related to its own proportions. On the left, an iPhone 4 (2:3); on the right, a Samsung Nexus S (3:5). Your mileage may vary.
Another device, another media query. At 768 pixels, screens are wide enough to add columns. The ratios we’ve used for the 3:5 screens include the perfect fourth (3:4) so we don’t need to change any of the font measurements, but we can base the proportions of the columns on the major sixth interval:
article { float: left; width: 56%; }
/* width of main column 3:5 (60% of 100%, major sixth)
incorporating gutter width */
aside { float : right; width : 36%; }
On devices with a 3:4 aspect ratio, this works even better in landscape orientation.
While not every screen over 768 pixels wide will have 3:4 proportions, the range of intervals informing the design ensure harmonious relationships between the different parts of the layout.
For wide screens proper (break point at 1,280 pixels) we can employ a new set of harmonious intervals. Many laptop and desktop screens have a 16:10 aspect ratio, which boils down to 8:5, equivalent to the minor sixth (5:8). Combined with a minor third (5:6) and the octave (1:2), this creates a new harmony appropriate to these devices. Let’s increase the font size and change the image’s aspect ratio to match:
html { font-size: 120%; line-height: 1.6; }
/* font-size increased for wider screens from 16px to 19.2px
(5:6 = minor third)
font-size:line-height = 19.2:30.72 = 5:8 = minor sixth */
figure img { margin: -12.5% 0 0 ; }
/* using -ve margin combined with overflow:hidden
on the figure element
to crop the image from 4:3 to 8:5 = minor sixth */
A wide screen with a 8:5 (16:10) aspect ratio and an image to match.
With more pixels at our disposal, we can also now use the musical interval ratios to determine the width of the layout, and change the column proportions as well:
section { margin: 0 auto; width: 83.333%; }
/* content width:screen width = 5:6 = minor third */
article { width: 60%; }
/* width of main column 5:8 (62.5% of 100%, minor sixth)
incorporating gutter width */
aside { width: 35%; }
With some carefully targeted media queries, we can begin to reach towards fulfilling the second and third tenets of Boulton’s new canon for web design: connecting the parts of content through relationships embodied in the layout design; and binding the content to the devices people use to access it.
Coda
Musical interval ratios and screen aspect ratios reveal more than convenient correspondence. These proportions work on a deep aesthetic level. Much is claimed for the golden ratio φ, but none of the screens pervading our lives use it. Perhaps that’s an accident of technology, but can making screens to φ’s proportions be more difficult or expensive than 2:3 or 3:4 or 16:10? Here, then, is not just one but a set of proportions with a uniquely human focus, originating in nature, recognized in antiquity, fundamental still.
We find music to be an art steeped with meaning, yet, unlike literary and representational arts, purely instrumental music has no obvious semantic content. It boasts an ability to express emotions while remaining an abstract art in some sense, which makes it very like design. These days, we’re rightly encouraged to design for emotion, to make our users’ experience meaningful, seductive, delightful. Using musical ideas and principles in our designs can help achieve those ends.
Let’s not be naïve, of course; designing web pages is even less like composing music than it’s like designing for print. In visual design, the eye will always be sovereign to the ear; following these principles will only get us so far. We cannot truly claim that a carefully composed web page layout will have the same qualities and effect as any musical patterns that inform it. In music, a set of intervals is always harmonious in relation to other sets of intervals: music rarely stands still. What aspect ratios will future screens take? Already today there is great variation in devices and support for media queries (and within that, support for device-aspect-ratio). And what of non-western musical traditions? Or rhythm, form, tempo and dynamics? What I’ve demonstrated above is only a suggestion, a tentative exploration of one possible way forward.
But as our discipline matures and we become more articulate about what we do, we must look longer and deeper into areas of human endeavour already rich with value. Music is a fertile ground to explore and has the potential to yield up new approaches for web design.
Footnotes
Just intonation is a system of tuning that uses small integers to describe the musical intervals, based initially on the perfect fifth, that most consonant of intervals. Simple instruments such as vibrating strings and natural horns, as well as unaccompanied voices, tend to fall into just intonation naturally. |
2011 |
Owen Gregory |
owengregory |
2011-12-09T00:00:00+00:00 |
https://24ways.org/2011/composing-the-new-canon/ |
design |
| 311 |
Designing Imaginative Style Guides |
(Living) style guides and (atomic) patterns libraries are “all the rage,” as my dear old Nana would’ve said. If articles and conference talks are to be believed, making and using them has become incredibly popular. I think there are plenty of ways we can improve how style guides look and make them better at communicating design information to creatives without it getting in the way of information that technical people need.
Guides to libraries of patterns
Most of my consulting work and a good deal of my creative projects now involve designing style guides. I’ve amassed a huge collection of brand guidelines and identity manuals as well as, more recently, guides to libraries of patterns intended to help designers and developers make digital products and websites.
Two pages from one of my Purposeful style guide packs. Designs © Stuff & Nonsense.
“Style guide” is an umbrella term for several types of design documentation. Sometimes we’re referring to static style or visual identity guides, other times voice and tone. We might mean front-end code guidelines or component/pattern libraries. These all offer something different but more often than not they have something in common. They look ugly enough to have been designed by someone who enjoys configuring a router.
OK, that was mean, not everyone’s going to think an unimaginative style guide design is a problem. After all, as long as a style guide contains information people need, how it looks shouldn’t matter, should it?
Inspiring not encyclopaedic
Well here’s the thing. Not everyone needs to take the same information away from a style guide. If you’re looking for markup and styles to code a ‘media’ component, you’re probably going to be the technical type, whereas if you need to understand the balance of sizes across a typographic hierarchy, you’re more likely to be a creative. What you need from a style guide is different.
Sure, some people1 need rules:
“Do this (responsive pattern)” or “don’t do that (auto-playing video.)”
Those people probably also want facts:
“Use this (hexadecimal value)” and not that inaccessible colour combination.”
Style guides need to do more than list facts and rules. They should demonstrate a design, not just document its parts. The best style guides are inspiring not encyclopaedic. I’ll explain by showing how many style guides currently present information about colour.
Colours communicate
I’m sure you’ll agree that alongside typography, colour’s one of the most important ingredients in a design. Colour communicates personality, creates mood and is vital to an easily understandable interactive vocabulary. So you’d think that an average style guide would describe all this in any number of imaginative ways. Well, you’d be disappointed, because the most inspiring you’ll find looks like a collection of chips from a paint chart.
Lonely Planet’s Rizzo does a great job of separating its Design Elements from UI Components, and while its ‘Click to copy’ colour values are a thoughtful touch, you’ll struggle to get a feeling for Lonely Planet’s design by looking at their colour chips.
Lonely Planet’s Rizzo style guide.
Lonely Planet approach is a common way to display colour information and it’s one that you’ll also find at Greenpeace, Sky, The Times and on countless more style guides.
Greenpeace, Sky and The Times style guides.
GOV.UK—not a website known for its creative flair—varies this approach by using circles, which I find strange as circles don’t feature anywhere else in its branding or design. On the plus side though, their designers have provided some context by categorising colours by usage such as text, links, backgrounds and more.
GOV.UK style guide.
Google’s Material Design offers an embarrassment of colours but most helpfully it also advises how to combine its primary and accent colours into usable palettes.
Google’s Material Design.
While the ability to copy colour values from a reference might be all a technical person needs, designers need to understand why particular colours were chosen as well as how to use them.
Inspiration not documentation
Few style guides offer any explanation and even less by way of inspiring examples. Most are extremely vague when they describe colour:
“Use colour as a presentation element for either decorative purposes or to convey information.”
The Government of Canada’s Web Experience Toolkit states, rather obviously.
“Certain colors have inherent meaning for a large majority of users, although we recognize that cultural differences are plentiful.”
Salesforce tell us, without actually mentioning any of those plentiful differences.
I’m also unsure what makes the Draft U.S. Web Design Standards colours a “distinctly American palette” but it will have to work extremely hard to achieve its goal of communicating “warmth and trustworthiness” now.
In Canada, “bold and vibrant” colours reflect Alberta’s “diverse landscape.”
Adding more colours to their palette has made Adobe “rich, dynamic, and multi-dimensional” and at Skype, colours are “bold, colourful (obviously) and confident” although their style guide doesn’t actually provide information on how to use them.
The University of Oxford, on the other hand, is much more helpful by explaining how and why to use their colours:
“The (dark) Oxford blue is used primarily in general page furniture such as the backgrounds on the header and footer. This makes for a strong brand presence throughout the site. Because it features so strongly in these areas, it is not recommended to use it in large areas elsewhere. However it is used more sparingly in smaller elements such as in event date icons and search/filtering bars.”
OpenTable style guide.
The designers at OpenTable have cleverly considered how to explain the hierarchy of their brand colours by presenting them and their supporting colours in various size chips. It’s also obvious from OpenTable’s design which colours are primary, supporting, accent or neutral without them having to say so.
Art directing style guides
For the style guides I design for my clients, I go beyond simply documenting their colour palette and type styles and describe visually what these mean for them and their brand. I work to find distinctive ways to present colour to better represent the brand and also to inspire designers.
For example, on a recent project for SunLife, I described their palette of colours and how to use them across a series of art directed pages that reflect the lively personality of the SunLife brand. Information about HEX and RGB values, Sass variables and when to use their colours for branding, interaction and messaging is all there, but in a format that can appeal to both creative and technical people.
SunLife style guide. Designs © Stuff & Nonsense.
Purposeful style guides
If you want to improve how you present colour information in your style guides, there’s plenty you can do.
For a start, you needn’t confine colour information to the palette page in your style guide. Find imaginative ways to display colour across several pages to show it in context with other parts of your design. Here are two CSS gradient filled ‘cover’ pages from my Purposeful style sheets.
Colour impacts other elements too, including typography, so make sure you include colour information on those pages, and vice-versa.
Purposeful. Designs © Stuff & Nonsense.
A visual hierarchy can be easier to understand than labelling colours as ‘primary,’ ‘supporting,’ or ‘accent,’ so find creative ways to present that hierarchy. You might use panels of different sizes or arrange boxes on a modular grid to fill a page with colour.
Don’t limit yourself to rectangular colour chips, use circles or other shapes created using only CSS. If irregular shapes are a part of your brand, fill SVG silhouettes with CSS and then wrap text around them using CSS shapes.
Purposeful. Designs © Stuff & Nonsense.
Summing up
In many ways I’m as frustrated with style guide design as I am with the general state of design on the web. Style guides and pattern libraries needn’t be dull in order to be functional. In fact, they’re the perfect place for you to try out new ideas and technologies. There’s nowhere better to experiment with new properties like CSS Grid than on your style guide.
The best style guide designs showcase new approaches and possibilities, and don’t simply document the old ones. Be as creative with your style guide designs as you are with any public-facing part of your website.
Purposeful are HTML and CSS style guides templates designed to help you develop creative style guides and pattern libraries for your business or clients. Save time while impressing your clients by using easily customisable HTML and CSS files that have been designed and coded to the highest standards. Twenty pages covering all common style guide components including colour, typography, buttons, form elements, and tables, plus popular pattern library components. Purposeful style guides will be available to buy online in January.
Boring people ↩ |
2016 |
Andy Clarke |
andyclarke |
2016-12-13T00:00:00+00:00 |
https://24ways.org/2016/designing-imaginative-style-guides/ |
design |
| 325 |
"Z's not dead baby, Z's not dead" |
While Mr. Moll and Mr. Budd have pipped me to the post with their predictions for 2006, I’m sure they won’t mind if I sneak in another. The use of positioning together with z-index will be one of next year’s hot techniques
Both has been a little out of favour recently. For many, positioned layouts made way for the flexibility of floats. Developers I speak to often associate z-index with Dreamweaver’s layers feature. But in combination with alpha transparency support for PNG images in IE7 and full implementation of position property values, the stacking of elements with z-index is going to be big. I’m going to cover the basics of z-index and how it can be used to create designs which ‘break out of the box’.
No positioning? No Z!
Remember geometry? The x axis represents the horizontal, the y axis represents the vertical. The z axis, which is where we get the z-index, represents /depth/. Elements which are stacked using z-index are stacked from front to back and z-index is only applied to elements which have their position property set to relative or absolute. No positioning, no z-index. Z-index values can be either negative or positive and it is the element with the highest z-index value appears closest to the viewer, regardless of its order in the source. Furthermore, if more than one element are given the same z-index, the element which comes last in source order comes out top of the pile.
Let’s take three <div>s.
<div id="one"></div>
<div id="two"></div>
<div id="three"></div>
#one {
position: relative;
z-index: 3;
}
#two {
position: relative;
z-index: 1;
}
#three {
position: relative;
z-index: 2;
}
As you can see, the <div> with the z-index of 3 will appear closest, even though it comes before its siblings in the source order. As these three <div>s have no defined positioning context in the form of a positioned parent such as a <div>, their stacking order is defined from the root element <html>. Simple stuff, but these building blocks are the basis on which we can create interesting interfaces (particularly when used in combination with image replacement and transparent PNGs).
Brand building
Now let’s take three more basic elements, an <h1>, <blockquote> and <p>, all inside a branding <div> which acts a new positioning context. By enclosing them inside a positioned parent, we establish a new stacking order which is independent of either the root element or other positioning contexts on the page.
<div id="branding">
<h1>Worrysome.com</h1>
<blockquote><p>Don' worry 'bout a thing...</p></blockquote>
<p>Take the weight of the world off your shoulders.</p>
</div>
Applying a little positioning and z-index magic we can both set the position of these elements inside their positioning context and their stacking order. As we are going to use background images made from transparent PNGs, each element will allow another further down the stacking order to show through. This makes for some novel effects, particularly in liquid layouts.
(Ed: We’re using n below to represent whatever values you require for your specific design.)
#branding {
position: relative;
width: n;
height: n;
background-image: url(n);
}
#branding>h1 {
position: absolute;
left: n;
top: n;
width: n;
height: n;
background-image: url(h1.png);
text-indent: n;
}
#branding>blockquote {
position: absolute;
left: n;
top: n;
width: n;
height: n;
background-image: url(bq.png);
text-indent: n;
}
#branding>p {
position: absolute;
right: n;
top: n;
width: n;
height: n;
background-image: url(p.png);
text-indent: n;
}
Next we can begin to see how the three elements build upon each other.
1. Elements outlined
2. Positioned elements overlayed to show context
3. Our final result
Multiple stacking orders
Not only can elements within a positioning context be given a z-index, but those positioning contexts themselves can also be stacked.
Two positioning contexts, each with their own stacking order
Interestingly each stacking order is independent of that of either the root element or its siblings and we can exploit this to make complex layouts from just a few semantic elements. This technique was used heavily on my recent redesign of Karova.com.
Dissecting part of Karova.com
First the XHTML. The default template markup used for the site places <div id="nav_main"> and <div id="content"> as siblings inside their container.
<div id="container">
<div id="content">
<h2></h2>
<p></p>
</div>
<div id="nav_main"></div>
</div>
By giving the navigation <div> a lower z-index than the content <div> we can ensure that the positioned content elements will always appear closest to the viewer, despite the fact that the navigation comes after the content in the source.
#content {
position: relative;
z-index: 2;
}
#nav_main {
position: absolute;
z-index: 1;
}
Now applying absolute positioning with a negative top value to the <h2> and a higher z-index value than the following <p> ensures that the header sits not only on top of the navigation but also the styled paragraph which follows it.
h2 {
position: absolute;
z-index: 200;
top: -n;
}
h2+p {
position: absolute;
z-index: 100;
margin-top: -n;
padding-top: n;
}
Dissecting part of Karova.com
You can see the full effect in the wild on the Karova.com site.
Have a great holiday season! |
2005 |
Andy Clarke |
andyclarke |
2005-12-16T00:00:00+00:00 |
https://24ways.org/2005/zs-not-dead-baby-zs-not-dead/ |
design |
| 329 |
Broader Border Corners |
A note from the editors: Since this article was written the CSS border-radius property has become widely supported in browsers. It should be preferred to this image technique.
A quick and easy recipe for turning those single-pixel borders that the kids love so much into into something a little less right-angled.
Here’s the principle: We have a box with a one-pixel wide border around it. Inside that box is another box that has a little rounded-corner background image sitting snugly in one of its corners. The inner-box is then nudged out a bit so that it’s actually sitting on top of the outer box. If it’s all done properly, that little background image can mask the hard right angle of the default border of the outer-box, giving the impression that it actually has a rounded corner.
Take An Image, Finely Chopped
Add A Sprinkle of Markup
<div id="content">
<p>Lorem ipsum etc. etc. etc.</p>
</div>
Throw In A Dollop of CSS
#content {
border: 1px solid #c03;
}
#content p {
background: url(corner.gif) top left no-repeat;
position: relative;
left: -1px;
top: -1px;
padding: 1em;
margin: 0;
}
Bubblin’ Hot
The content div has a one-pixel wide red border around it.
The paragraph is given a single instance of the background image, created to look like a one-pixel wide arc.
The paragraph is shunted outside of the box – back one pixel and up one pixel – so that it is sitting over the div’s border. The white area of the image covers up that part of the border’s corner, and the arc meets up with the top and left border.
Because, in this example, we’re applying a background image to a paragraph, its top margin needs to be zeroed so that it starts at the top of its container.
Et voilà. Bon appétit.
Extra Toppings
If you want to apply a curve to each one of the corners and you run out of meaningful markup to hook the background images on to, throw some spans or divs in the mix (there’s nothing wrong with this if that’s the effect you truly want – they don’t hurt anybody) or use some nifty DOM Scripting to put the scaffolding in for you.
Note that if you’ve got more than one of these relative corners, you will need to compensate for the starting position of each box which is nested in an already nudged parent.
You’re not limited to one pixel wide, rounded corners – the same principles apply to thicker borders, or corners with different shapes. |
2005 |
Patrick Griffiths |
patrickgriffiths |
2005-12-14T00:00:00+00:00 |
https://24ways.org/2005/broader-border-corners/ |
design |
| 330 |
An Explanation of Ems |
Ems are so-called because they are thought to approximate the size of an uppercase letter M (and so are pronounced emm), although 1em is actually significantly larger than this. The typographer Robert Bringhurst describes the em thus:
The em is a sliding measure. One em is a distance equal to the type size. In 6 point type, an em is 6 points; in 12 point type an em is 12 points and in 60 point type an em is 60 points. Thus a one em space is proportionately the same in any size.
To illustrate this principle in terms of CSS, consider these styles:
#box1 {
font-size: 12px;
width: 1em;
height: 1em;
border:1px solid black;
}
#box2 {
font-size: 60px;
width: 1em;
height: 1em;
border: 1px solid black;
}
These styles will render like:
M
and
M
Note that both boxes have a height and width of 1em but because they have different font sizes, one box is bigger than the other. Box 1 has a font-size of 12px so its width and height is also 12px; similarly the text of box 2 is set to 60px and so its width and height are also 60px. |
2005 |
Richard Rutter |
richardrutter |
2005-12-02T00:00:00+00:00 |
https://24ways.org/2005/an-explanation-of-ems/ |
design |
| 3 |
Project Hubs: A Home Base for Design Projects |
SCENE: A design review meeting. Laptop screens. Coffee cups.
Project manager: Hey, did you get my email with the assets we’ll be discussing?
Client: I got an email from you, but it looks like there’s no attachment.
PM: Whoops! OK. I’m resending the files with the attachments. Check again?
Client: OK, I see them. It’s homepage_v3_brian-edits_FINAL_for-review.pdf, right?
PM: Yeah, that’s the one.
Client: OK, hang on, Bill’s going to print them out. (3-minute pause. Small talk ensues.)
Client: Alright, Bill’s back. We’re good to start.
Brian: Oh, actually those homepage edits we talked about last time are in the homepage_v4_brian_FINAL_v2.pdf document that I posted to Basecamp earlier today.
Client: Oh, OK. What message thread was that in?
Brian: Uh, I’m pretty sure it’s in “Homepage Edits and Holiday Schedule.”
Client: Alright, I see them. Bill’s going back to the printer. Hang on a sec…
This is only a slightly exaggerated version of my experience in design review meetings.
The design project dance is a sloppy one. It involves a slew of email attachments, PDFs, PSDs, revisions, GitHub repos, staging environments, and more. And while tools like Basecamp can help manage all these moving parts, it can still be incredibly challenging to extract only the important bits, juggle deliverables, and see how your project is progressing.
Enter project hubs.
Project hubs
A project hub consolidates all the key design and development materials onto a single webpage presented in reverse chronological order. The timeline lives online (either publicly available or password protected), so that everyone involved in the team has easy access to it.
A project hub.
I was introduced to project hubs after seeing Dan Mall’s open redesign of Reading Is Fundamental. Thankfully, I had a chance to work with Dan on two projects where I got to see firsthand how beneficial a project hub can be. Here’s what makes a project hub great:
Serves as a centralized home base for the project
Trains clients and teams to decide in the browser
Easily and visually view project’s progress
Provides an archive for project artifacts
A home base
Your clients and colleagues can expect to get the latest and greatest updates to your project when visiting the project hub, the same way you’d expect to get the latest information on a requested topic when you visit a Wikipedia page. That’s the beauty of URIs that don’t change.
Creating a project hub reduces a ton of email volley nonsense, and eliminates the need to produce files and directories with staggeringly ridiculous names like design/12.13.13/team/brian/for_review/_FINAL/styletile_121313_brian-edits-final_v2_FINAL.pdf. The team can simply visit the project hub’s URL and click the link to whatever artifact they need. Need to make an update? Simply update the link on the project hub. No more email tango and silly file names.
Deciding in the browser
Let’s change the phrase “designing in the browser” to “deciding in the browser.”
Dan Mall
We make websites, but all too often we find ourselves looking at web design artifacts in abstractions. We email PDFs to each other, glance at mockup JPGs on our desktops, and of course kill trees in order to print out designs so that we can scribble in the margins. All of these practices subtly take everyone further and further away from the design’s eventual final resting place: the browser.
Because a project hub is just a simple webpage, reviewing designs is as easy as clicking some links, which keep your clients and teams in the browser.
You can keep people in the browser with yet another clever trick from the wily Dan Mall: instead of sending clients PDFs or JPGs, he created a simple webpage and tossed his static visuals into the template (you can view an example here). This forces clients to review web design work in the browser rather than launching a PDF viewer or Preview.
Now this all might sound trivial to you (“Of course my client knows that we’re designing a website!”), but keeping the design artifacts in the browser subconsciously helps remind everyone of the medium for which you’re designing, which helps everyone focus on the right aspects of the design and have the right conversations.
Progress over time
When you’re in the trenches, it’s often hard to visualize how a project is progressing. Tools like Basecamp include discussions, files, to-dos, and more, which are all great tools but also make things a bit noisy. Project hubs provide you and your clients a quick and easy way to see at a glance how things are coming along. Teams can rest assured they’re viewing the most current versions of designs, and managers can share progress with stakeholders simply by providing a link to the project hub.
Over time, a project hub becomes an easily accessible archive of all the design decisions, which makes it easy to compare and contrast different versions of designs and prototypes.
Setting up a project hub
Setting up your own project hub is pretty simple. Simply create a webpage with some basic styles and branding. I’ve created a project hub template that’s available on GitHub if you want a jump-start.
Publish the webpage to a URL somewhere that makes sense (we’ve found that a subdomain of your site works quite well) and share it with everyone involved in the project. Bookmark it. Let everyone know that this is where design updates will be shared, and that they can always come back to the project hub to track the project’s progress.
When it comes time to share new updates, simply add a new node to the timeline and republish the webpage. Simple FTPing works just fine, but it might make sense to keep track of changes using version control. Our project hub for our open redesign of the Pittsburgh Food Bank is managed on GitHub, which means that I can make edits to the hub right from GitHub. Thanks to the magical wizardry of webhooks, I can automatically deploy the project hub so that everything stays in sync. That’s the fancy-pants way to do it, and is certainly not a requirement. As long as you’re able to easily make edits and keep your project hub up to date, you’re good to go.
So that’s the hubbub
Project hubs can help tame the chaos of the design process by providing a home base for all key design and development materials. Keep the design artifacts in the browser and give clients and colleagues quick insight into your project’s progress.
Happy hubbing! |
2013 |
Brad Frost |
bradfrost |
2013-12-17T00:00:00+00:00 |
https://24ways.org/2013/project-hubs/ |
process |
| 4 |
Credits and Recognition |
A few weeks ago, I saw a friendly little tweet from a business congratulating a web agency on being nominated for an award. The business was quite happy for them and proud to boot — they commented on how the same agency designed their website, too.
What seemed like a nice little shout-out actually made me feel a little disappointed. Why? In reality, I knew that the web agency didn’t actually design the site — I did, when I worked at a different agency responsible for the overall branding and identity.
I certainly wasn’t disappointed at the business — after all, saying that someone designed your site when they were responsible for development is an easy mistake to make. Chances are, the person behind the tweets and status updates might not even know the difference between words like design and development.
What really disappointed me was the reminder of how many web workers out there never explain their roles in a project when displaying work in a portfolio. If you’re strictly a developer and market yourself as such, there might be less room for confusion, but things can feel a little deceptive if you offer a wide range of services yet never credit the other players when collaboration is part of the game. Unfortunately, this was the case in this situation. Whatever happened to credit where credit’s due?
Advertising attribution
Have you ever thumbed through an advertising annual or browsed through the winners of an advertising awards website, like the campaign below from Kopenhagen Chocolate on Advertising Age? If so, it’s likely that you’ve noticed some big differences in how the work is credited.
Everyone involved in a creative advertising project is mentioned.
Art directors, writers, creative directors, photographers, illustrators and, of course, the agency all get a fair shot at fifteen minutes of fame. Why can’t we take this same idea and introduce it to our own showcases?
Crediting on client sites
Ah, the good old days of web rings, guestbooks, and under construction GIFs, when slipping in a cheeky “designed by” link in the footer of your masterpiece was just another common practice. These days most clients, especially larger companies and corporations, aren’t willing to have any names on their site except their own.
If you’d still like to leave a little proof of authorship on a website, consider adding a humans.txt file to the root of the site and, if possible, add an author tag in the <head> of the site:
<link type="text/plain" rel="author" href="http://domain/humans.txt">
It’s a great way to add more detailed information than just a meta name without being intrusive. The example on the humanstxt.org website serves to act as a guideline, but how much detail you add is completely up to you and your team.
Part of the humans.txt file on humanstxt.org
Alternatively, you can use the HTML5 rel="author" attribute to link to information about the author of the page in the form of a mailto: address, a link to a contact form, or a separate authors page.
Crediting in portfolios
While humans.txt is a great approach when you’re authoring a site, it’s even more important to clearly define your role in your own portfolio.
While I believe it’s proper etiquette to include the names of folks you collaborated with, sometimes it might not be necessary (or even possible) to list every single person, especially if you’ve worked with a large agency.
“Fake it till you make it” is not a term that should apply to your portfolio. Clearly stating your own responsibilities means that nobody else browsing your work samples will assume that you did more than your actual share, and being ambiguous about your role isn’t fair to yourself, or others.
Before adding any work to your portfolio, ensure that you have permission from your client. Even if you included a clause in your contract about being allowed to post your work online, it’s always best to double-check. Sometimes you might not know if your work has been officially launched, and leaking something before it’s ready is bound to make a client frown.
Examples
There are plenty of portfolios out there that we can use for inspiration. Here are some examples that I like from other folks in the web industry:
Anna Debenham
In her portfolio, Anna outlines her responsibilities and those of others.
In the description, Anna clearly explains her duties of doing the HTML and CSS, along with performing research and testing the prototype in schools. She also credits Laura Kalbag for the design work.
Naomi Atkinson Design
The work portfolio of Naomi Atkinson Design is short and to the point — they were responsible for the iPhone app design and IA for Artspotter.
The portfolio of Naomi Atkinson Design states clearly what they did.
Amber Weinberg
Amber Weinberg is strictly a developer, but a potential client could see her portfolio and assume she might be a designer as well. To avoid any misunderstandings, she states her roles up front in a section called “What I Did,” supported by examples of her code.
Amber Weinberg sets out all her roles in each of her portfolio’s case studies.
What if someone doesn’t want to be credited?
Let’s face it — we’ve all been there. A project, for whatever reason, turns out to be an absolute disaster and we don’t feel like it’s an accurate representation of the quality of our work.
If you’re crediting someone else but suspect they might rather pretend it never happened, be sure to drop them a line and ask if they’d like to be included. And, if someone contacts you and asks to remove their name, don’t feel offended — just politely remove it.
Get updating!
Now that the holiday season is almost here, many of you might be planning to set aside some time for personal projects. Grab yourself a gingerbread latte and get those portfolios up to date. Remember, It doesn’t have to be long-winded, just honest. Happy holidays! |
2013 |
Geri Coady |
gericoady |
2013-12-16T00:00:00+00:00 |
https://24ways.org/2013/credits-and-recognition/ |
process |
| 5 |
Managing a Mind |
On 21 May 2013, I woke in a hospital bed feeling exhausted, disorientated and ashamed. The day before, I had tried to kill myself.
It’s very hard to write about this and share it. It feels like I’m opening up the deepest recesses of my soul and laying everything bare, but I think it’s important we share this as a community. Since starting tentatively to write about my experience, I’ve had many conversations about this: sharing with others; others sharing with me. I’ve been surprised to discover how many people are suffering similarly, thinking that they’re alone. They’re not.
Due to an insane schedule of teaching, writing, speaking, designing and just generally trying to keep up, I reached a point where my buffers completely overflowed. I was working so hard on so many things that I was struggling to maintain control. I was living life on fast-forward and my grasp on everything was slowly slipping.
On that day, I reached a low point – the lowest point of my life – and in that moment I could see only one way out. I surrendered. I can’t really describe that moment. I’m still grappling with it. All I know is that I couldn’t take it any more and I gave up.
I very nearly died.
I’m very fortunate to have survived. I was admitted to hospital, taken there unconscious in an ambulance. On waking, I felt overwhelmed with shame and overcome with remorse, but I was resolved to grasp the situation and address it. The experience has forced me to confront a great deal of issues in my life; it has also encouraged me to seek a deeper understanding of my situation and, in particular, the mechanics of the mind.
The relentless pace of change
We work in a fast-paced industry: few others, if any, confront the daily challenges we face. The landscape we work within is characterised by constant flux. It’s changing and evolving at a rate we have never experienced before. Few industries reinvent themselves yearly, monthly, weekly… Ours is one of these industries. Technology accelerates at an alarming rate and keeping abreast of this change is challenging, to say the least.
As designers it can be difficult to maintain a knowledge bank that is relevant and fit for purpose. We’re on a constant rollercoaster of endless learning, trying to maintain the pace as, daily, new ideas and innovations emerge — in some cases fundamentally changing our medium.
Under the pressure of client work or product design and development, it can be difficult to find the time to focus on learning the new skills we need to remain relevant and functionally competent. The result, all too often, is that the edges of our days have eroded. We no longer work nine to five; instead we work eight to six, and after the working day is over we regroup to spend our evenings learning. It’s an unsustainable situation.
From the workshop to the web
Added to this pressure to keep up, our work is now undertaken under a global gaze, conducted under an ever-present spotlight. Tools like Dribbble, Twitter and others, while incredibly powerful, have an unfortunate side effect, that of unfolding your ideas in public. This shift, from workshop to web, brings with it additional pressure.
In the past, the early stages of creativity took place within the relative safety of the workshop, an environment where one could take risks and gather feedback from a trusted few. We had space to make and space to break. No more. Our industry’s focus (and society’s focus) on sharing, leads us now to play out our decisions in public. This shift has changed us culturally, slowly but surely easing every aspect of our process – and lives – from private to public. This is at once liberating and debilitating.
If you’re not careful, an addiction to followers, likes, retweets, page views and other forms of measurement can overwhelm you. When you release your work into the wild and all it’s greeted with is silence, it can cripple you.
Reflecting on this, in an insightful article titled Derailed, Rogie King asks, “Can social popularity take us off the course of growth and where we were intended to go?” He makes a powerful point, that perhaps we might focus on what really matters, setting aside statistics. He concludes that to grow as practitioners we might be best served by seeking out critique through other avenues, away from the social spotlight.
On status anxiety and impostor syndrome
Following my experience I embarked on a period of self-reflection. I wanted to discover what had driven me to take the course of action I had. I wanted to ensure it never happened again. I wanted to understand how the mind works and, in so doing, learn a little more about myself.
I’ve only begun this journey, but two things I discovered resonated with me: the twin pressures of status anxiety and impostor syndrome.
In his excellent book Status Anxiety, the philosopher Alain de Botton explores a growing concern with status anxiety, a worry about how others perceive us and how this shapes our relationship with the world. He states:
We all worry about what others think of us. We all long to succeed and fear failure. We all suffer – to a greater or lesser degree, usually privately and with embarrassment – from status anxiety. […] This is an almost universal anxiety that rarely gets mentioned directly: an anxiety about what others think of us; about whether we’re judged a success or a failure, a winner or a loser.
We see these pressures played out and amplified in the social sphere we all inhabit. We are social animals and we cannot help but react to the landscape we live and work within. Even if your work receives the public praise you so secretly desire, you find yourself questioning this praise.
A psychological phenomenon in which sufferers are unable to internalise their accomplishments, impostor syndrome is far more widespread than you’d imagine. The author Leigh Buchanan describes it as “A fear that one is not as smart or capable as others think.” As she puts it, “People who feel like frauds chalk up their accomplishments to external factors such as luck and timing, or worry they are coasting on charm and personality rather than on talent.”
At the bottom, this was all I could see. I felt overwhelmed by others’ perception of me. Was I a success or a failure? Would I be discovered as the fraud I’d convinced myself that I was? These twin pressures – that I was unconscious of at the time – had lead me to a place of crippling self-doubt, questioning my very existence.
The act of discovery, of investigating how the mind functions, led me to a deeper understanding of myself. Developing an awareness of psychology and learning about conditions like status anxiety and impostor syndrome helped me to understand and recognise how my mind worked, enabling me to manage it more effectively.
Make it count
Reflecting upon my experience, I began to regroup, to focus on what really mattered. I’d taken on too much — as I believe many of us do. I was guilty of wanting to do all the things. I started to introduce pauses. Before blindly saying yes to everything, I forced myself to pause and ask: “Is this important?”
Our community offers us huge benefits, but an always-on culture in which we’re bombarded daily by opportunity places temptation in our paths. It’s easy to get sucked in to a vortex of wanting to be a part of everything. It’s important, however, to focus. As Simon Collison puts it:
I cull and surrender topics. Then I focus on my strengths, mastering my core skills.
We only have so much time and we can only do so much. It’s impossible, indeed futile, to try to do everything. Sometimes we need to step back a little and just enjoy life, enjoy others’ achievements, without feeling the need to be actively involved ourselves.
As Mahatma Ghandi put it:
A ‘no’ uttered from deepest conviction is better and greater than a ‘yes’ merely uttered to please, or what is worse, to avoid trouble.
Young India, volume 9, 1927
We need to learn to say no a little more often. We need to focus on the work that matters. This, coupled with an understanding of the mind and how it works, can help us achieve a happier balance between work and life.
Don’t waste your time. You only have one life. Make it count. |
2013 |
Christopher Murphy |
christophermurphy |
2013-12-21T00:00:00+00:00 |
https://24ways.org/2013/managing-a-mind/ |
process |
| 10 |
Home Kanban for Domestic Bliss |
My wife is an architect. I’m a leader of big technical teams these days, but for many years after I was a dev I was a project/program manager. Our friends and family used to watch Grand Designs and think that we would make the ideal team — she could design, I could manage the project of building or converting whatever dream home we wanted.
Then we bought a house.
A Victorian terrace in the north-east of England that needed, well, a fair bit of work. The big decisions were actually pretty easy: yes, we should knock through a double doorway from the dining room to the lounge; yes, we should strip out everything from the utility room and redo it; yes, we should roll back the hideous carpet in the bedrooms upstairs and see if we could restore the original wood flooring.
Those could be managed like a project.
What couldn’t be was all the other stuff. Incremental improvements are harder to schedule, and in a house that’s over a hundred years old you never know what you’re going to find when you clear away some tiles, or pull up the carpets, or even just spring-clean the kitchen (“Erm, hon? The paint seems to be coming off. Actually, so does the plaster…”). A bit like going in to fix bugs in code or upgrade a machine — sometimes you end up quite far down the rabbit hole.
And so, as we tried to fit in those improvements in our evenings and weekends, we found ourselves disagreeing. Arguing, even. We were both trying to do the right thing (make the house better) but since we were fitting it in where we could, we often didn’t get to talk and agree in detail what was needed (exactly how to make the house better). And it’s really frustrating when you stay up late doing something, just to find that your other half didn’t mean that they meant this instead, and so your effort was wasted.
Then I saw this tweet from my friend and colleague Jamie Arnold, who was using the same kanban board approach at home as we had instituted at the UK Government Digital Service to manage our portfolio.
Mrs Arnold embraces Kanban wall at home. Disagreements about work in progress and priority significantly reduced.. ;) pic.twitter.com/407brMCH— Jamie Arnold (@itsallgonewrong) October 27, 2012
And despite Jamie’s questionable taste in fancy dress outfits (look closely at that board), he is a proper genius when it comes to processes and particularly agile ones. So I followed his example and instituted a home kanban board.
What is this kanban of which you speak?
Kanban boards are an artefact from lean manufacturing — basically a visualisation of a production process. They are used to show you where your bottlenecks are, or where one part of the process is producing components faster than another part of the process can cope. Identifying the bottlenecks leads you to set work in progress (WIP) limits, so that you get an overall more efficient system.
Increasingly kanban is used as an agile software development approach, too, especially where support work (like fixing bugs) needs to be balanced with incremental enhancement (like adding new features).
I’m a big advocate of kanban when you have a system that needs to be maintained and improved by the same team at the same time. Rather than the sprint-based approach of scrum (where the next sprint’s stories or features to be delivered are agreed up front), kanban lets individuals deal with incidents or problems that need investigation and bug fixing when urgent and important. Then, when someone has capacity, they can just go to the board and pull down the next feature to develop or test.
So, how did we use it?
One of the key tenets of kanban is that you visualise your workflow, so we put together a whiteboard with columns: Icebox; To Do Next; In Process; Done; and also a section called Blocked. Then, for each thing that needed to happen in the house, we put it on a Post-it note and initially chucked them all in the Icebox — a collection with no priority assigned yet.
Each week we looked at the Icebox and pulled out a set of things that we felt should be done next. This was pulled into the To Do Next column, and then each time either of us had some time, we could just pull a new thing over into the In Process column. We agreed to review at the end of each week and move things to Done together, and to talk about whether this kanban approach was working for us or not.
We quickly learned for ourselves why kanban has WIP limits as a key tenet — it’s tempting to pull everything into the To Do Next column, but that’s unrealistic. And trying to do more than one or two things each at a given time isn’t terribly productive owing to the cost of task switching. So we tend to limit our To Do Next to about seven items, and our In Process to about four (a max of two each, basically).
We use the Blocked column when something can’t be completed — perhaps we can’t fix something because we discovered we don’t have the required tools or supplies, or if we’re waiting for a call back from a plumber. But it’s nice to put it to one side, knowing that it won’t be forgotten.
What helped the most?
It wasn’t so much the visualisation that helped us to see what we needed to do, but the conversation that happened when we were agreeing priorities, moving them to In Process and then on to Done made the biggest difference. Getting clear on the order of importance really is invaluable — as is getting clear on what Done really means!
The Blocked column is also great, as it helps us keep track of things we need to do outside the house to make sure we can make progress. We also found it really helpful to examine the process itself and figure out whether it was working for us. For instance, one thing we realised is it’s worth tracking some regular tasks that need time invested in them (like taking recycling that isn’t picked up to the recycling centre) and these used to cycle around and around. So they were moved to Done as part of our weekly review, but then immediately put back in the Icebox to float back to the top again at a relevant time.
But the best thing of all? That moment where we get to mark something as done! It’s immensely satisfying to review at the end of the week and have a physical marker of the progress you’ve made.
All in all, a home kanban board turned out to be a very effective way to pull tasks through stages rather than always trying to plan them out in advance, and definitely made collaboration on our home tasks significantly smoother. Give it a try! |
2013 |
Meri Williams |
meriwilliams |
2013-12-14T00:00:00+00:00 |
https://24ways.org/2013/home-kanban-for-domestic-bliss/ |
process |
| 25 |
The Introvert Owner’s Manual |
Nobody realizes that some people expend tremendous energy merely to be normal.
Albert Camus
“Whatever you plan, just make sure there are lots of people there,” said my husband in the run-up to his birthday last year. A few months later, before my own birthday, I uttered, “Whatever you plan, just make sure it is only me and you.”
I am an introvert. It is very likely some of you are too, or that you live, work or fraternise with one. Despite there being quite a few of us out there – some say as many as one third of the population, others as little as ten per cent – I think our professional and social lives are biased towards a definition of normality that is more accepting of the extrovert. I hope that by reading this article you will gain some insight to what goes on inside the head of the introvert(s) that you know and understand how to relate to them in a way that respects their disposition.
Before we go any further, I should define what exactly being an introvert means, and, equally important, what it does not. Only once this is established will you be able to handle your introvert correctly.
What defines an introvert
The simplest and most accurate way of describing an introvert is that she uses up energy in social situations and needs to be in solitude to recharge.
To explain what I mean, let us take the example of the The Sims: when you create a Sim, you can choose (among other characteristics) whether it will be outgoing or not. If the Sim is outgoing, when you play the game you need to make sure it interacts as much as possible with other Sims or its mood indicator (the plumbob) will become red and that is a bad thing. Conversely, if your Sim is not outgoing, when you put it in too many social situations its plumbob will become red too.
So your (real life) introvert might think you are great (you might even be her best friend, her spouse or her child), but if her plumbob is red, or nearly, she might just need a little time and space to recharge before she is ready to interact.
This is not the same thing as being shy or in a bad mood all the time. We are not necessarily awkward in social situations, but, if we have not had the time to recharge, being social might be almost impossible. This explains why your introvert will likely ask who will be at the gathering you have planned, for how long she will have to stay there, and what she will be doing before and after the event. It is the equivalent of you wanting to know if there will be power sockets in the restaurant to charge your iPhone – asking this does not mean you don’t want to attend.
The explanation above might be a simplistic way of looking at things, but I would say it is one that introverts can relate to; call it a minimalist approach to socialisation.
Caring for your introvert
Articles and conversations about introversion usually focus on how to fix the condition and how to make introverts more outgoing: a clear example of our society’s bias towards the normality of extroversion. Avoid this. You will not be able to convert your introvert into an extrovert. Believe it or not, there is nothing wrong with her.
In her 2012 TED talk, “The power of introverts”, Susan Cain pointed to the fact that places like school and work are designed for extroverts: students and workers are required to constantly work in groups and speaking up is highly valued. Both types are evaluated against the same criteria and more often than not people are expected to excel at being outspoken to be considered well rounded.
Obviously, this is not the right way to appraise your introvert. Comparing your introvert with an extrovert using the same parameters and simply asking her to behave more like an extrovert is a mistake and something that will only perpetuate an introvert’s idea that the problem lies with her.
Speaking up
Your introvert is likely to have strong opinions and ideas, and to have been listening to other people speak at meetings and workshops. Help her voice those thoughts by creating an environment where everyone stops and listens when someone speaks instead of one which fosters interruptions. Show her that it is acceptable for someone to take time to think before they speak: silences are OK. Allow her the freedom to be herself instead of pressuring her to change an innate quality.
It is not uncommon to find an introvert who likes to express ideas in writing. The world of web professionals excels in the spread of knowledge that is shared and sought through the written word. Give your introvert the necessary time and tools to write about the job, if she is that way inclined; this might be a good alternative to asking her to speak out.
Group work
I remember the sinking feeling whenever I heard my teachers say the dreaded words: “And now you’re going to break out into groups of…” Being an introvert does not mean you do not like people (or like to be around or work with others). It is just that activities such as group work will invariably drain your introvert’s energy rapidly. Your introvert’s batteries will need to be fully charged for her to be at her best and afterwards she will most likely need to recharge.
Quiet time
These days, one of the things that I value most at work is the ability to have moments to create and to think in solitude. When I am able to have those moments at the right time I will in turn be happy to participate in group conversations and tasks. Allow your introvert to have those moments: this does not mean she will have to work from home one day a week (but maybe it will); it might simply mean allowing her to take her laptop and her notebook and work from the empty side of the office, or from the coffee shop downstairs for an hour or two. In all likelihood she will come back fully recharged and ready to engage in more social activities – her plumbob will again be bright green.
Leadership
Do not think that your introvert cannot lead. Cain notes that introverted leaders are more likely to let their proactive employees run with their ideas instead of taking the ideas as their own. I would say that is a positive attribute in a leader. Maybe next time a project starts, talk to your introvert about the possibility of her being in a leadership position or of having more responsibility: you might be surprised at her ability to plan and foresee potential obstacles in the project.
Final thoughts
You would not tell someone with dyslexia to get better at spelling without giving her the right tools and enough time to do so. Equally, do not ask your introvert to be more outgoing, or to turn her frown upside down, without giving her the space to do so.
I believe that everyone is an introvert at some point. Everyone needs a moment of solitude now and then, and the work we do requires frequent periods of deep focus and concentration. Striving to create workplaces, classrooms, homes that allow introverts to shine and be comfortable in their skin has the potential to also make those places more balanced for everyone else.
Resources and further reading
The power of introverts
10 myths about introverts
Susan Cain’s 2014 TED Talk | Announcing the Quiet Revolution
Help Shy Kids — Don’t Punish Them
The Introvert Advantage
6 Things You Thought Wrong About Introverts
Extraversion and introversion |
2014 |
Inayaili de León Persson |
inayailideleon |
2014-12-13T00:00:00+00:00 |
https://24ways.org/2014/the-introvert-owners-manual/ |
process |
| 34 |
Collaborative Responsive Design Workflows |
Much has been written about workflow and designer-developer collaboration in web design, but many teams still struggle with this issue; either with how to adapt their internal workflow, or how to communicate the need for best practices like mobile first and progressive enhancement to their teams and clients. Christmas seems like a good time to have another look at what doesn’t work between us and how we can improve matters.
Why is it so difficult?
We’re still beginning to understand responsive design workflows, acknowledging the need to move away from static design tools and towards best practices in development. It’s not that we don’t want to change – so why is it so difficult?
Changing the way we do something that has become routine is always problematic, even with small things, and the changes today’s web environment requires from web design and development teams are anything but small.
Although developers also have a host of new skills to learn and things to consider, designers are probably the ones pushed furthest out of their comfort zones: as well as graphic design, a web designer today also needs an understanding of interaction design and ergonomics, because more and more websites are becoming tools rather than pages meant to be read like a book or magazine. In addition to that there are thousands of different devices and screen sizes on the market today that layout and interactions need to work on.
These aspects make it impossible to design in a static design tool, so beyond having to learn about new aspects of design, the designer has to either learn how to code or learn to work with a responsive design tool.
Why do it
That alone is enough to leave anyone overwhelmed, as learning a new skill takes time and slows you down in a project – and on most projects time is in short supply. Yet we have to make time or fall behind in the industry as others pitch better, interactive designs. For an efficient workflow, both designers and developers must familiarise themselves with new tools and techniques.
A designer has to be able to play with ideas, make small adjustments here and there, look at the result, go back to the settings and make further adjustments, and so on. You can only realistically do that if you are able to play with all the elements of a design, including interactivity, accessibility and responsiveness.
Figuring out the right breakpoints in a layout is one of the foremost reasons for designing in a responsive design tool. Even if you create layouts for three viewport sizes (i.e. smartphone, tablet and the most common desktop size), you’d only cover around 30% of visitors and you might miss problems like line breaks and padding at other viewport sizes.
Another advantage is consistency. In static design tools changes will not be applied across all your other layouts. A developer referring back to last week’s comps might work with outdated metrics. Furthermore, you cannot easily test what impact changes might have on previously designed areas. In a dynamic design tool such changes will be applied to the entire design and allow you to test things in site areas you had already finished.
No static design tool allows you to do this, and having somebody else produce a mockup from your static designs or wireframes will duplicate work and is inefficient.
How to do it
When working in a responsive design tool rather than in the browser, there is still the question of how and when to communicate with the developer. I have found that working with Sass in combination with a visual style guide is very efficient, but it does need careful planning: fundamental metrics for padding, margins and font sizes, but also design elements like sliders, forms, tabs, buttons and navigational elements, should be defined at the beginning of a project and used consistently across the site. Working with a grid can help you develop a consistent design language across your site.
Create a visual style guide that shows what the elements look like and how they behave across different screen sizes – and when interacted with. Put all metrics on paddings, margins, breakpoints, widths, colours and so on in a text document, ideally with names that your developer can use as Sass variables in the CSS. For example:
$padding-default-vertical: 1.5em;
Developers, too, need an efficient workflow to keep code maintainable and speed up the time needed for more complex interactions with an eye on accessibility and performance. CSS preprocessors like Sass allow you to work with variables and mixins for default rules, as well as style sheet partials for different site areas or design elements. Create your own boilerplate to use for your projects and then update your variables with the information from your designer for each individual project.
How to get buy-in
One obstacle when implementing responsive design, accessibility and content strategy is the logistics of learning new skills and iterating on your workflow. Another is how to sell it. You might expect everyone on a project (including the client) to want to design and develop the best website possible: ultimately, a great site will lead to more conversions. However, we often hear that people find it difficult to convince their teammates, bosses or clients to implement best practices.
Why is that? Well, I believe a lot of it is down to how we sell it. You will have experienced this yourself: some people you trust to know what they are talking about, and others you don’t. Think about why you trust that first person but don’t buy what the other one is telling you. It is likely because person A has a self-assured, calm and assertive demeanour, while person B seems insecure and apologetic. To sell our ideas, we need to become person A! For a timid designer or developer suffering from imposter syndrome (like many of us do in this industry) that is a difficult task. So how can we become more confident in selling our expertise?
Write
We need to become experts. And I mean not just in writing great code or coming up with beautiful designs but at explaining why we’re doing what we’re doing. Why do you code this way or that? Why is this the best layout? Why does a website have to be accessible and responsive? Write about it. Putting your thoughts down on paper or screen is a really efficient way of getting your head around a topic and learning to make a case for something. You may even find that you come up with new ideas as you are writing, so you’ll become a better designer or developer along the way.
Talk
Then, talk about it. Start out in front of your team, then do a lightning talk at a web event near you, then a longer talk or workshop. Having to talk about a topic is going to help you put into spoken words the argument that you’ve previously put together in writing. Writing comes more easily when you’re starting out but we use a different register when writing than talking and you need to learn how to speak your case. Do the talk a couple of times and after each talk make adjustments where you found it didn’t work well. By this time, you are more than ready to make your case to the client. In fact, you’ve been ready since that first talk in front of your colleagues ;)
Pitch
Pitches used to be based on a presentation of static layouts for for three to five typical pages and three different designs. But if we want to sell interactivity, structure, usability, accessibility and responsiveness, we need to demonstrate these things and I believe that it can only do us good. I have seen a few pitches sitting in the client’s chair and static layouts are always sort of dull. What makes a website a website is the fact that I can interact with it and smooth interactions or animations add that extra sparkle.
I can’t claim personal experience for this one but I’d be bold and go for only one design. One demo page matching the client’s corporate design but not any specific page for the final site. Include design elements like navigation, photography, typefaces, article layout (with real content), sliders, tabs, accordions, buttons, forms, tables (yes, tables) – everything you would include in a style tiles document, only interactive. Demonstrate how the elements behave when clicked, hovered and touched, and how they change across different screen sizes. You may even want to demonstrate accessibility features like tabbed navigation and screen reader use.
Obviously, there are many approaches that will work in different situations but don’t give up on finding a process that works for you and that ultimately allows you to build delightful, accessible, responsive user experiences for the web. Make time to try new tools and techniques and don’t just work on them on the side – start using them on an actual project. It is only when we use a tool or process in the real world that we become true experts. Remember your driving lessons: once the instructor had explained how to operate the car, you were sent to practise driving on the road in actual traffic! |
2014 |
Sibylle Weber |
sibylleweber |
2014-12-07T00:00:00+00:00 |
https://24ways.org/2014/collaborative-responsive-design-workflows/ |
process |
| 39 |
Meet for Learning |
“I’ve never worked in a place like this,” said one of my direct reports during our daily stand-up meeting.
And with that statement, my mind raced to the most important thing about lawyering that I’ve learned from decades of watching lawyers lawyer on TV: don’t ask a question you don’t know the answer to.
But I couldn’t stop myself. I wanted to learn more. The thought developed in my mind. The words formed in my mouth. And the vocalization occurred: “A place like this?”
“I’ve never worked where people are so honest and transparent about things.”
Designing a learning-centered culture
Before we started Center Centre, Jared Spool and I discussed both the larger goals and the smaller details of this new UX design school. We talked about things like user experience, curriculum, and structure.
We discussed the pattern we saw in our research. Hiring managers told us time and again that great designers have excellent technical and interpersonal skills. But, more importantly, the best designers are lifelong learners—they are willing and able to learn how to do new things. Learning this led us to ask a critical question: how would we intentionally design a learning-centered experience?
To craft the experience we were aiming for, we knew we had to create a learning-centered culture for our students and our employees. We knew that our staff would need to model the behaviors our students needed to learn. We knew the best way to shape the culture was to work with our direct reports—our directs—to develop the behaviors we wanted them to exemplify.
To craft the experience we were aiming for, we knew we had to create a learning-centered culture for our students and our employees. We knew that our staff would need to model the behaviors our students needed to learn.
Building a learning team
Our learning-centered culture starts with our staff. We believe in transparency. Transparency builds trust. Effective organizations have effective teams who trust each other as individuals.
One huge way we build that trust and provide opportunities for transparency is in our meetings. (I know, I know—meetings! Yuck!) But seriously, running and participating in effective meetings is a great opportunity to build a learning-centered culture.
Meetings—when done well—allow individuals time to come together, to share, and to listen. These behaviors, executed on a consistent and regular basis, build honest and trusting relationships.
An effective meeting is one that achieves the desired outcomes of that meeting. While different meetings aim for different results, at Center Centre all meetings have a secondary goal: meet for learning.
A framework for learning-centered meetings
We’ve developed a framework for our meetings. We use it for all our meetings, which means attendees know what to expect. It also saves us from reinventing the wheel in each meeting.
These basic steps help our meetings focus on the valuable face-to-face interaction we’re having, and help us truly begin to learn from one another.
An agenda for a staff meeting.
Use effective meeting basics
Prepare for the meeting before the meeting.
If you’re running the meeting, prepare a typed agenda and share it before the meeting. Agendas have start times for each item.
Start the meeting on time. Don’t wait for stragglers.
Define ground rules. Get input from attendees. Recurring meetings don’t have to do this every time.
Keep to the meeting agenda. Put off-topic questions and ideas in a parking lot, a visual document that everyone can see, so you can address the questions and ideas later.
Finish on time. And if you’ve reached the meeting’s goals, finish early.
Parking lots where ideas on sticky notes can be posted for later consideration.
Focus to learn
Have tech-free meetings: no laptops, no phones, no things with notifications.
Bring a notebook and a pen.
Take notes by hand. You’re not taking minutes, you’re writing to learn.
Come with a learning mindset
Ask: what are our goals for this meeting? (Hopefully answered by the meeting agenda.)
Ask: what can I learn overall?
Ask: what can I learn from each of my colleagues?
Ask: what can I share that will help the team learn overall?
Ask: what can I share that will help each of my colleagues learn?
Investing in regularly scheduled learning-centered meetings
At Center Centre, we have two types of recurring all-staff meetings: daily stand-ups and weekly staff meetings. (We are a small organization, so it makes sense to meet as an entire group.)
Yes, that means we spend thirty minutes each day in stand-up, for a total of two and a half hours of stand-up meeting time each week. And, yes, we also have a weekly ninety-minute sit-down staff meeting on top of that. This investment in time is an investment in learning.
We use these meetings to build our transparency, and, therefore, our trust. The regularity of these meetings helps us maintain ongoing, open sharing about our responsibilities, our successes, and our learning.
For instance, we answer five questions in our stand-up:
What did I get done since the last stand-up (I reported at)?
What is my goal to accomplish before the next stand-up?
What’s preventing me from getting these things done, if anything?
What’s the highest risk or most unknown thing right now about what I’m trying to get done?
What is the most important thing I learned since the last time we met and how will what I learned change the way I approach things in the future?
Each person writes out their answers to these questions before the meeting. Each person brings their answers printed on paper to the meeting. And each person brings a pen to jot down notes.
Notes compiled for a stand-up meeting.
During the stand-up, each person shares their answers to the five questions. To sustain a learning-centered culture, the fifth question is the most important question to answer. It allows individual reflection focused on learning. Sometimes this isn’t an easy question to answer. It makes us stretch. It makes us think.
By sharing our individual answers to the fifth question, we open ourselves up to the group. When we honestly share what we’ve learned, we openly admit that we didn’t know something. Sharing like this would be scary (and even risky) if we didn’t have a learning-centered culture.
We often share the actual process of how we learned something. By listening, each of us is invited to learn more about the topic at hand, consider what more there is to learn about that topic, and even gain insights into other methods of learning—which can be applied to other topics.
Sharing the answers to the fifth question also allows opportunities for further conversations. We often take what someone has individually learned and find ways to apply it for our entire team in support of our organization. We are, after all, learning together.
Building individual learners
We strive to grow together as a team at Center Centre, but we don’t lose sight of the importance of the individuals who form our team. As individuals, we bring our goals, dreams, abilities, and prior knowledge to the team.
To build learning teams, we must build individual learners. A team made up of lifelong learners, who share their learning and learn from each other, is a team that will continually produce better results.
As a manager, I need to meet each direct where they are with their current abilities and knowledge. Then, I can help them take their skills and knowledge base to the next levels. This process requires each individual direct to engage in professional development.
We believe effective managers help their directs engage in behaviors that support growth and development. Effective managers encourage and support learning.
Our weekly one-on-ones
One way we encourage learning is through weekly one-on-ones. Each of my directs meets with me, individually, for thirty minutes each week. The meeting is their meeting. It is not my meeting.
My direct sets the agenda. They talk about what they want to talk about. They can talk about work. They can talk about things outside of work. They can talk about their health, their kids, and even their cat. Whatever is important to them is important to me. I listen. I take notes.
Although the direct sets the specific agenda, the meeting has three main parts. Approximately ten minutes for them (the direct), ten minutes for me (the manager), and ten minutes for us to talk about their future within—and beyond—our organization.
Coaching for future performance
The final third of our one-on-one is when I coach my directs. Coaching looks to the direct’s future performance. It focuses on developing the direct’s skills.
Coaching isn’t hard. It doesn’t take much time. For me, it usually takes less than five minutes a week during a one-on-one.
The first time I coach one of my directs, I ask them to brainstorm about the skills they want to improve. They usually already have an idea about this. It’s often something they’ve wanted to work on for some time, but didn’t think they had the time or the knowhow to improve.
If a direct doesn’t know what they want to improve, we discuss their job responsibilities—specifically the aspects of the job that concern them.
Coaching provides an opportunity for me to ask, “In your job, what are the required skills that you feel like you don’t have (or know well enough, or perform effectively, or use with ease)?”
Sometimes I have to remind a direct that it’s okay not to know how to do something (even if it’s a required part of their job). After all, our organization is a learning organization. In a learning organization, no one knows everything but everyone is willing to learn anything.
After we review the job responsibilities together, I ask my direct what skill they’d like to work to improve. Whatever they choose, we focus on that skill for coaching—I’ve found my directs work better when they’re internally motivated.
Sometimes the first time I talk with a direct about coaching, they get a bit anxious. If this happens, I share a personal story about my professional learning journey. I say something like:
I didn’t know how to make a school before we started to make Center Centre.
I didn’t know how to manage an entire team of people—day in and day out—until I started managing a team of people every day.
When I realized that I was the boss—and that the success of the school would hinge, at least in part, on my skills as a manager—I was a bit terrified. I was missing an important skill set that I needed to know (and I needed to know well).
When I first understood this, I felt bad—like I should have already known how to be a great manager. But then I realized, I’d never faced this situation. I’d never needed to know how to use this skill set in this way.
I worked through my anxiety about feeling inadequate. I decided I’d better learn how to be an effective manager because the school needed me to be one. You needed me to be one.
Every day, I work to improve my management skills. You’ve probably noticed that some days I’m better at it than others. I try not to beat myself up about this, although it’s hard—I’d like to be perfect at it. But I’m not.
I know that if I make a conscious, daily effort to learn how to be a better manager, I’ll continue to improve. So that’s what I do.
Every day I learn. I learn by doing. I learn how to be better than I was the day before. That’s what I ask of you.
Once we determine the skill the direct wants to learn, we figure out how they can go about learning it. I ask: “How could you learn this skill?”
We brainstorm for two or three minutes about this. We write down every idea that comes to mind, and we write it so both of us can easily see the options (both whiteboards and sticky notes on the wall work well for this exercise).
Read a book. Research online. Watch a virtual seminar. Listen to a podcast. Talk to a mentor. Reach out to an expert. Attend a conference. Shadow someone else while they do the skill. Join a professional organization.
The goal is to get the direct on a path of self-development. I’m coaching their development, but I’m not the main way my direct will learn this new skill.
I ask my direct which path seems like the best place to start. I let them choose whatever option they want (as long as it works with our budget). They are more likely to follow through if they are in control of this process.
Next, we work to break down the selected path into tasks. We only plan one week’s worth of tasks. The tasks are small, and the deadlines are short. My direct reports when each task is completed.
At our next one-on-one, I ask my direct about their experience learning this new skill.
Rinse. Repeat.
That’s it. I spend five minutes a week talking with each direct about their individual learning. They develop their professional skills, and together we’re creating a learning-centered culture.
Asking questions I don’t know the answer to
When my direct said, “I’ve never worked where people are so honest and transparent about things,” it led me to believe that all this is working. We are building a learning-centered culture.
This week I was reminded that creating a learning-centered culture starts not just with the staff, but with me. When I challenge myself to learn and then share what I’m currently learning, my directs want to learn more about what I’m learning about.
For example, I decided I needed to improve my writing skills. A few weeks ago, I realized that I was sorely out of practice and I felt like I had lost my voice. So I started to write. I put words on paper. I felt overwhelmed. I felt like I didn’t know how to write anymore (at least not well or effectively).
I bought some books on writing (mostly Peter Elbow’s books like Writing with Power, Writing Without Teachers, and Vernacular Eloquence), and I read them. I read them all. Reading these books was part of my personal coaching. I used the same steps to coach myself as I use with my directs when I coach them.
In stand-ups, I started sharing what I accomplished (like I completed one of the books) and what I learned by doing—specific things, like engaging in freewriting and an open-ended writing process.
This week, I went to lunch with one of my directs. She said, “You’ve been talking about freewriting a lot. You’re really excited about it. Freewriting seems like it’s helping your writing process. Would you tell me more about it?”
So I shared the details with her. I shared the reasons why I think freewriting is helping. I’m not focused on perfection. Instead, each day I’m focused on spending ten, uninterrupted minutes writing down whatever comes to my mind. It’s opening my writing mind. It’s allowing my words to flow more freely. And it’s helping me feel less self-conscious about my writing.
She said, “Leslie, when you say you’re self-conscious about your writing, I laugh. Not because it’s funny. But because when I read what you write, I think, ‘What is there to improve?’ I think you’re a great writer. It’s interesting to know that you think you can be a better writer. I like learning about your learning process. I think I could do freewriting. I’m going to give it a try.”
There’s something magical about all of this. I’m not even sure I can eloquently put it into words. I just know that our working environment is something very different. I’ve never experienced anything quite like it. Somehow, by sharing that I don’t know everything and that I’m always working to learn more, I invite my directs to be really open about what they don’t know. And they see it’s possible always to learn and grow.
I’m glad I ignore all the lawyering I’ve learned from watching TV. I’m glad I ask the questions I don’t know the answers to. And I’m glad my directs do the same. When we meet for learning, we accelerate and amplify the learning process—building individual learners and learning teams. Embracing the unknown and working toward understanding is what makes our culture a learning-centered culture.
Photos by Summer Kohlhorst. |
2014 |
Leslie Jensen-Inman |
lesliejenseninman |
2014-12-20T00:00:00+00:00 |
https://24ways.org/2014/meet-for-learning/ |
process |
| 41 |
What Is Vagrant and Why Should I Care? |
If you run a web server, a database server and your scripting language(s) of choice on your main machine and you have not yet switched to using virtualisation in your workflow then this essay may be of some value to you.
I know you exist because I bump into you daily: freelancers coming in to work on our projects; internet friends complaining about reinstalling a development environment because of an operating system upgrade; fellow agency owners who struggle to brief external help when getting a particular project up and running; or even hardcore back-end developers who “don’t do ops” and prefer to run their development stack of choice locally.
There are many perfectly reasonable arguments as to why you may not have already made the switch, from being simply too busy, all the way through to a distrust of the new. I’ll admit that there are many new technologies or workflows that I hear of daily and instantly disregard because I have tool overload, that feeling I get when I hear about a new shiny thing and think “Well, what I do now works – I’ll leave it for others to play with.” If that’s you when it comes to Vagrant then I hope you’ll hear me out. The business case is compelling enough for you to make that switch; as a bonus it’s also really easy to get going.
In this article we’ll start off by going through the high level, the tools available and how it all fits together. Then we’ll touch on the justification for making the switch, providing a few use cases that might resonate with you. Finally, I’ll provide a very simple example that you can follow to get yourself up and running.
What?
You already know what virtualisation is. You use the ability to run an operating system within another operating system every day. Whether that’s Parallels or VMware on your laptop or similar server-based tools that drive the ‘cloud’, squeezing lots of machines on to physical hardware and making it really easy to copy servers and even clusters of servers from one place to another. It’s an amazing technology which has changed the face of the internet over the past fifteen years.
Simply put, Vagrant makes it really easy to work with virtual machines. According to the Vagrant docs:
If you’re a designer, Vagrant will automatically set everything up that is required for that web app in order for you to focus on doing what you do best: design. Once a developer configures Vagrant, you don’t need to worry about how to get that app running ever again. No more bothering other developers to help you fix your environment so you can test designs. Just check out the code, vagrant up, and start designing.
While I’m not sure I agree with the implication that all designers would get others to do the configuring, I think you’ll agree that the “Just check out the code… and start designing” premise is very compelling.
You don’t need Vagrant to develop your web applications on virtual machines. All you need is a virtualisation software package, something like VMware Workstation or VirtualBox, and some code. Download the half-gigabyte operating system image that you want and install it. Then download and configure the stack you’ll be working with: let’s say Apache, MySQL, PHP. Then install some libraries, CuRL and ImageMagick maybe, and finally configure the ability to easily copy files from your machine to the new virtual one, something like Samba, or install an FTP server. Once this is all done, copy the code over, import the database, configure Apache’s virtual host, restart and cross your fingers.
If you’re a bit weird like me then the above is pretty easy to do and secretly quite fun. Indeed, the amount of traffic to one of my more popular blog posts proves that a lot of people have been building themselves development servers from scratch for some time (or at least trying to anyway), whether that’s on virtual or physical hardware.
Or you could use Vagrant. It allows you, or someone else, to specify in plain text how the machine’s virtual hardware should be configured and what should be installed on it. It also makes it insanely easy to get the code on the server. You check out your project, type vagrant up and start work.
Why?
It’s worth labouring the point that Vagrant makes it really easy; I mean look-no-tangle-of-wires-or-using-vim-and-loads-of-annoying-command-line-stuff easy to run a development environment.
That’s all well and good, I hear you say, but there’s a steep learning curve, an overhead to switch. You’re busy and this all sounds great but you need to get on; you’ve got a career to build or a business to run and you don’t have time to learn new stuff right now.
In short, what’s the business case?
The business case involves saved time, a very low barrier to entry and the ability to give the exact same environment to somebody else.
Getting your first development virtual machine running will take minutes, not counting download time. Seriously, use pre-built Vagrant files and provisioners (we’ll touch on this below) and you can start developing immediately.
Once you’ve finished developing you can check in your changes, ask a colleague or freelancer to check them out, and then they run the code on the exact same machine – even if they are on the other side of the world and regardless of whether they are on Windows, Linux or Apple OS X.
The configuration to build the machine isn’t a huge binary disk image that’ll take ages to download from Git; it’s two small text files that can be version controlled too, so you can see any changes made to the config and roll back if needed.
No more ‘It works for me’ reports; no ‘Oh, I was using PHP 5.3.3, not PHP 5.3.11’ – you’re both working on exact same copies of the development environment. With a tested and verified provisioning file you’ll have the confidence that when you brief your next freelancer in to your team there won’t be that painful to and fro of getting the system up and running, where you’re on a Skype call and they are uttering the immortal words, ‘It still doesn’t work’. You know it works because you can run it too.
This portability becomes even more important when you’re working on larger sites and systems. Need a load balancer? Multiple front-end servers and a clustered database back-end? No problem. Add each server into the same Vagrant file and a single command will build all of them. As you’ll know if you work on larger, business critical systems, keeping the operating systems in sync is a real problem: one server with a slightly different library causing sporadic and hard to trace issues is a genuine time black hole. Well, the good news is that you can use the same provisioning files to keep test and production machines in sync using your current build workflow.
Let’s also not forget the most simple use case: a single developer with multiple websites running on a single machine. If that’s you and you switch to using Vagrant-managed virtual machines then the next time you upgrade your operating system or do a fresh install there’s no chance that things will all stop working. The server config is all tucked away in version control with your code. Just pull it down and carry on coding.
OK, got it. Show me already
If you want to try this out you’ll need to install the latest VirtualBox and Vagrant for your platform. If you already have VMware Workstation or another supported virtualisation package installed you can use that instead but you may need to tweak my Vagrant file below. Depending on your operating system, a reboot might also be wise.
Note: the commands below were executed on my MacBook, but should also work on Windows and Linux. If you’re using Windows make sure to run the command prompt as Administrator or it’ll fall over when trying to update the hosts file.
As a quick sanity check let’s just make sure that we have the vagrant command in our path, so fire up a terminal and check the version number:
$ vagrant -v
Vagrant 1.6.5
We’ve one final thing to install and that’s the vagrant-hostsupdater plugin. Once again, in your terminal:
$ vagrant plugin install vagrant-hostsupdater
Installing the 'vagrant-hostsupdater' plugin. This can take a few minutes...
Installed the plugin 'vagrant-hostsupdater (0.0.11)'!
Hopefully that wasn’t too painful for you.
There are two things that you need to manage a virtual machine with Vagrant:
a Vagrant file: this tells Vagrant what hardware to spin up
a provisioning file: this tells Vagrant what to do on the machine
To save you copying and pasting I’ve supplied you with a simple example (ZIP) containing both of these. Unzip it somewhere sensible and in your terminal make sure you are inside the Vagrant folder:
$ cd where/you/placed/it/24ways
$ ls -l
-rw-r--r--@ 1 bealers staff 11055 9 Nov 09:16 bealers-24ways.md
-rw-r--r--@ 1 bealers staff 118152 9 Nov 10:08 it-works.png
drwxr-xr-x 5 bealers staff 170 8 Nov 22:54 vagrant
$ cd vagrant/
$ ls -l
-rw-r--r--@ 1 bealers staff 1661 8 Nov 21:50 Vagrantfile
-rwxr-xr-x@ 1 bealers staff 3841 9 Nov 08:00 provision.sh
The Vagrant file tells Vagrant how to configure the virtual hardware of your development machine. Skipping over some of the finer details, here’s what’s in that Vagrant file:
www.vm.box = "ubuntu/trusty64"
Use Ubuntu 14.04 for the VM’s OS. Vagrant will only download this once. If another project uses the same OS, Vagrant will use a cached version.
www.vm.hostname = "bealers-24ways.dev"
Set the machine’s hostname. If, like us, you’re using the vagrant-hostsupdater plugin, this will also get added to your hosts file, pointing to the virtual machine’s IP address.
www.vm.provider :virtualbox do |vb|
vb.customize ["modifyvm", :id, "--cpus", "2" ]
end
Here’s an example of configuring the virtual machine’s hardware on the fly. In this case we want two virtual processors.
Note: this is specific for the VirtualBox provider, but you could also have a section for VMware or other supported virtualisation software.
www.vm.network "private_network", ip: "192.168.13.37"
This specifies that we want a private networking link between your computer and the virtual machine. It’s probably best to use a reserved private subnet like 192.168.0.0/16 or 10.0.0.0/8
www.vm.synced_folder "../", "/var/www/24ways",
owner: "www-data", group: "www-data"
A particularly handy bit of Vagrant magic. This maps your local 24ways parent folder to /var/www/24ways on the virtual machine. This means the virtual machine already has direct access to your code and so do you. There’s no messy copying or synchronisation – just edit your files and immediately run them on the server.
www.vm.provision :shell, :path => "provision.sh"
This is where we specify the provisioner, the script that will be executed on the machine.
If you open up the provisioner you’ll see it’s a bash script that does things like:
install Apache, PHP, MySQL and related libraries
configure the libraries: set permissions, enable logging
create a database and grant some access rights
set up some code for us to develop on; in this case, fire up a vanilla WordPress installation
To get this all up and running you simply need to run Vagrant from within the vagrant folder:
$ vagrant up
You should now get a Matrix-like stream of stuff shooting up the screen. If this is the first time Vagrant has used this particular operating system image – remember we’ve specified the latest version of Ubuntu – it’ll download the disc image and cache it for future reuse. Then all the packages are downloaded and installed and finally all our configuration steps occur incluing the download and configuration of WordPress.
Halfway through proceedings it’s likely that the process will halt at a prompt something like this:
==> www: adding to (/etc/hosts) : 192.168.13.37 bealers-24ways.dev # VAGRANT: 2dbfbced1b1e79d2a0942728a0a57ece (www) / 899bd80d-4251-4f6f-91a0-d30f2d9918cc
Password:
You need to enter your password to give vagrant sudo rights to add the IP address and hostname mapping to your local hosts file.
Once finished, fire up your browser and go to http://bealers-24ways.dev. You should see a default WordPress installation. The username for wp-admin is admin and the password is 24ways.
If you take a look at your local filesystem the 24ways folder should now look like:
$ cd ../
$ ls -l
-rw-r--r--@ 1 bealers staff 13074 9 Nov 10:14 bealers-24ways.md
drwxr-xr-x 21 bealers staff 714 9 Nov 10:06 code
drwxr-xr-x 3 bealers staff 102 9 Nov 10:06 etc
-rw-r--r--@ 1 bealers staff 118152 9 Nov 10:08 it-works.png
drwxr-xr-x 5 bealers staff 170 9 Nov 10:03 vagrant
-rwxr-xr-x 1 bealers staff 1315849 9 Nov 10:06 wp-cli
$ cd vagrant/
$ ls -l
-rw-r--r--@ 1 bealers staff 1661 9 Nov 09:41 Vagrantfile
-rwxr-xr-x@ 1 bealers staff 3836 9 Nov 10:06 provision.sh
The code folder contains all the WordPress files. You can edit these directly and refresh that page to see your changes instantly.
Staying in the vagrant folder, we’ll now SSH to the machine and have a quick poke around.
$ vagrant ssh
Welcome to Ubuntu 14.04.1 LTS (GNU/Linux 3.13.0-39-generic x86_64)
* Documentation: https://help.ubuntu.com/
System information as of Sun Nov 9 10:03:38 UTC 2014
System load: 1.35 Processes: 102
Usage of /: 2.7% of 39.34GB Users logged in: 0
Memory usage: 16% IP address for eth0: 10.0.2.15
Swap usage: 0%
Graph this data and manage this system at:
https://landscape.canonical.com/
Get cloud support with Ubuntu Advantage Cloud Guest:
http://www.ubuntu.com/business/services/cloud
0 packages can be updated.
0 updates are security updates.
vagrant@bealers-24ways:~$
You’re now logged in as the Vagrant user; if you want to become root this is easy:
vagrant@bealers-24ways:~$ sudo su -
root@bealers-24ways:~#
Or you could become the webserver user, which is a good idea if you’re editing the web files directly on the server:
root@bealers-24ways:~# su - www-data
www-data@bealers-24ways:~$
www-data’s home directory is /var/www so we should be able to see our magically mapped files:
www-data@bealers-24ways:~$ ls -l
total 4
drwxr-xr-x 1 www-data www-data 306 Nov 9 10:09 24ways
drwxr-xr-x 2 root root 4096 Nov 9 10:05 html
www-data@bealers-24ways:~$ cd 24ways/
www-data@bealers-24ways:~/24ways$ ls -l
total 1420
-rw-r--r-- 1 www-data www-data 13682 Nov 9 10:19 bealers-24ways.md
drwxr-xr-x 1 www-data www-data 714 Nov 9 10:06 code
drwxr-xr-x 1 www-data www-data 102 Nov 9 10:06 etc
-rw-r--r-- 1 www-data www-data 118152 Nov 9 10:08 it-works.png
drwxr-xr-x 1 www-data www-data 170 Nov 9 10:03 vagrant
-rwxr-xr-x 1 www-data www-data 1315849 Nov 9 10:06 wp-cli
We can also see some of our bespoke configurations:
www-data@bealers-24ways:~/24ways$ cat /etc/php5/mods-available/siftware.ini
upload_max_filesize = 15M
log_errors = On
display_errors = On
display_startup_errors = On
error_log = /var/log/apache2/php.log
memory_limit = 1024M
date.timezone = Europe/London
www-data@bealers-24ways:~/24ways$ ls -l /etc/apache2/sites-enabled/
total 0
lrwxrwxrwx 1 root root 43 Nov 9 10:06 bealers-24ways.dev.conf -> /var/www/24ways/etc/bealers-24ways.dev.conf
If you want to leave the server, simply type Ctrl+D a few times and you’ll be back where you started.
www-data@bealers-24ways:~/24ways$ logout
root@bealers-24ways:~# logout
vagrant@bealers-24ways:~$ logout
Connection to 127.0.0.1 closed.
$
You can now halt the machine:
$ vagrant halt
==> www: Attempting graceful shutdown of VM...
==> www: Removing hosts
Bonus level
The example I’ve provided isn’t very realistic. In the real world I’d expect the Vagrant file and provisioner to be included with the project and for it not to create the directory structure, which should already exist in your project. The same goes for the Apache VirtualHost file. You’ll also probably have a default SQL script to populate the database.
As you work with Vagrant you might start to find bash provisioning to be quite limiting, especially if you are working on larger projects which use more than one server. In that case I would suggest you take a look at Ansible, Puppet or Chef. We use Ansible because we like YAML but they all do the same sort of thing. The main benefit is being able to use the same Vagrant provisioning scripts to also provision test, staging and production environments using your build workflows.
Having to supply a password so the hosts file can be updated gets annoying very quicky so you can give Vagrant sudo rights:
$ sudo visudo
Add these lines to the bottom (Shift+G then i then Ctrl+V then Esc then :wq)
Cmnd_Alias VAGRANT_HOSTS_ADD = /bin/sh -c echo "*" >> /etc/hosts
Cmnd_Alias VAGRANT_HOSTS_REMOVE = /usr/bin/sed -i -e /*/ d /etc/hosts
%staff ALL=(root) NOPASSWD: VAGRANT_HOSTS_ADD, VAGRANT_HOSTS_REMOVE
Vagrant caches the operating system images that you download but it’ll download the installed software packages every time. You can get around this by using a plugin like vagrant-cachier or, if you’re really keen, maintain local Apt repositories (or whatever the equivalent is for your server architecture).
At some point you might start getting a large number of virtual machines running on your poor hardware all at the same time, especially if you’re switching between projects a lot and each of those projects use lots of servers. We’re just getting to that stage now, so are considering a medium-term move to a containerised option like Docker, which seems to be maturing now.
If you are keen not to use any command line tools whatsoever and you’re on OS X then you could check out Vagrant Manager as it looks quite shiny.
Finally, there are a huge amount of resources to give you pre-built Vagrant machines from the likes of VVV for Wordpress, something similar for Perch, PuPHPet for generating various configurations, and a long list of pre-built operating systems at VagrantBox.es.
Wrapping up
Hopefully you can now see why it might be worthwhile to add Vagrant to your development workflow. Whether you’re an agency drafting in freelancers or a one-person band running lots of sites on your laptop using MAMP or something similar.
Vagrant makes it easy to launch exact copies of the same machine in a repeatable and version controlled way. The learning curve isn’t too steep and, once configured, you can forget about it and focus on getting your work done. |
2014 |
Darren Beale |
darrenbeale |
2014-12-05T00:00:00+00:00 |
https://24ways.org/2014/what-is-vagrant-and-why-should-i-care/ |
process |
| 45 |
Is Agile Harder for Agencies? |
I once sat in a pitch meeting and watched a new business exec tell a potential client that his agency followed an agile workflow process at all times. The potential client nodded wisely, and they both agreed that agile was indeed the way to go.
The meeting progressed and they signed off on a contract for a massive project, to be delivered in a standard waterfall fashion, with all manner of phases and key deliverables.
Of course both of them left the meeting perfectly happy, because neither of them knew nor cared what an agile workflow process might be.
That was about five years ago. As 2015 heaves into view I think it’s fair to say that attitudes have changed. Perhaps the same number of people claim to do Agile™ now as in 2010, but I think more of them are telling the truth.
As a developer in an agency that works primarily with larger organisations, this year I have started to see a shift from agencies pushing agile methodologies with their clients, to clients requesting and even demanding agile practices from their agencies. Only a couple of years ago this would have been unusual behaviour.
So what’s the problem?
We should be happy then, no? Those of us in agencies will get to spend more time delivering great products, and less time arguing over out-of-date functional specs or battling through an adversarial change management procedure because somebody had a good idea during development rather than planning. We get to be a little bit more like our brothers and sisters in vaunted teams like the Government Digital Service, which is using agile approaches to great effect on projects that have a real benefit to their users.
Almost. Unfortunately, it seems to be the case that adhering to an agile framework such as scrum is more difficult within an agency/client structure than it is for an in-house development team.
This is no surprise. The Agile Manifesto was written in 2001 by a group of software developers for their own use. Many of the underlying principles of a framework like Scrum assume the existence of an in-house team, working on a highly technical project, and working for the business that employs them. The agency/client model must to some extent be retrofitted into agile frameworks. It can be done though, and there are plenty of agencies out there doing it well.
This article isn’t meant to be another introduction to agile techniques – there are too many of those online already. This article is for people just dipping their toes into this way of working. I’ve laid out a few of the key reasons why adopting a more fully agile approach seems difficult, at least initially, for those of us working in agencies.
1. Agile asks more of your clients
When a team adopts Scrum everyone has to get used to a number of unfamiliar roles and rituals. Few team members have a steeper learning curve than the person designated as the product owner.
The product owner carries a lot of weight on their shoulders. They have to uphold the overall vision for the project. They are also meant to be the primary author of the project’s user stories (short atomic descriptions of project features which are testable and relate to a real business need). They should own this list of stories (called a backlog) and should be able to prioritise the order in which the stories are developed, to ensure that the project is delivering real value to the business early and often.
When a burst of work is completed (bursts of work in Scrum are called sprints), the product owner leads a review or show-and-tell session with the wider project stakeholders. The product owner needs to understand the work that has been completed, and must champion it to the business. Finally, and most importantly, the product owner is responsible for managing the feedback and requests from stakeholders in such a way that they don’t derail the project team’s agreed workload for any given sprint, without upsetting or offending any of the stakeholders – some of whom may outrank the product owner.
If you follow that spec, this is a job for a superhuman in any organisational context. And within the agency/client structure this superhuman needs to be client-side for the process to be at its most effective.
So your client, who in the past might have briefed a project to an agency team and then had the work presented back to them every few weeks, is now asked to be involved with the team on a daily basis; to fight on behalf of the team when new or difficult requests come in from senior figures within their organisation; and to present the agency’s work to their own colleagues after each sprint. It’s a big change if all that gets dropped into someone’s lap without warning.
There are several ways agencies can mitigate this issue. The ScrumAlliance suggests some alternative ways to structure the product owner role. The approach I have taken in the past is simply to start slow, and gradually move more of the product owner role over to the client side as and when they feel comfortable with it. If you’re working together long-term on a project, and you both see tangible improvements in the quality of the work after adopting an agile process, then your client is more likely to be open to further changes as the partnership progresses.
2. My client wants fixed costs, fixed deadlines and a fixed scope
I know. Mine too. Of course they do – it is the way that agencies and clients have agreed to work in digital and other creative service industries for a very long time. On both sides of the fence we’re used to thinking about projects in this way.
Of the three, fixing scope is the one that agile purists would rail hardest against. The more time we spend working on digital projects, the less sense it makes. James Archer, CEO of UI/UX design agency Forty puts it like this:
For me, the Agile approach is really about acknowledging that disturbing truth that every project manager knows, but has trouble admitting. The truth that the project plan is wrong. Scope creep. Change orders. Shifting priorities. New directions. We act shocked and appalled when those things happen during our carefully planned project, even though they happen on every project ever.
Successful relationships require trust and honesty, and we shouldn’t be afraid of discussing this aspect of project management. If you do move away from a fixed scope of work, then the other two items (costs and timings) can be fixed – more or less. If you can get your clients to buy into this from a standing start then you are doing well. In fact you probably deserve a promotion. For most of us this is a continual discussion.
Anyway, as soon as you’ve made headway on the argument that it makes little or no sense to try and fix the scope of a digital project, you usually run into a related concern, which we’ll look at next.
3. Fear of uncontrolled costs
We all know that a dog is for life, not just for Christmas. At this time of year perhaps we should reiterate to everyone that digital products and services also need support and love once we have taken the decision to bring them into the world.
More organisations are realising that their investment in digital platforms should be viewed as an operational expenditure rather than a capital expenditure. But from time to time we will find ourselves working on projects for people who have a finite amount of money to invest in a product at a given point in time. When agencies start talking about these projects as rolling investments those responsible can understandably worry about their costs running out of control.
There’s another factor at play here. Agile, on the whole, prefers to derive a cost for services from the hours a team spends working on a project. In other industries this is referred to as charging for time and materials, and there seems to be an ingrained distrust in this approach among people in general. See, for example, the Citizens Advice Bureau’s “Top tips for employing a builder”:
“Bear in mind that if you pay a daily rate, this makes it easier for a builder to string the work out and get more money so agree what you will do if the job takes longer than expected.”
It’s hard not to feel stung if you are in the builder’s shoes here, as we are when we’re talking about our role as an agency. But if you’ve ever haggled with a builder over time and materials, and also moaned about your clients misunderstanding agile methods, take a moment to reflect on the similarities from your client’s point of view.
Again, there are some things we can do to mitigate this issue. Some agencies put in place a service level agreement around their team’s velocity (an agile-related term related to how much work a team delivers in any given sprint) and this can help.
As the industry moves further towards a long-term approach to investment in digital I hope this fear will subside. But that shift in approach leads to the final concern I want to address.
4. Agency structures need shaking up
If you work for a company that has spent many years developing a business model around the waterfall process, you may have to break through many layers of entrenched thinking in order to establish new practices and effect organisational change.
There are consultancies that exist specifically to help agencies through their own agile transformation. One of these companies, AgencyAgile, provides a helpful list of common pitfalls. They emphasise the need to look at your whole agency’s structure, rather than simply encouraging project teams to adopt new workflows.
Even awesomely run Agile projects can have a limited impact on the overall organization.
If you’re serious about changing the way your company approaches projects then try talking to people who sit outside the usual project delivery team. Speak to the finance department if you have one, and try to convince your senior management team if they’re not already on board. And definitely speak to your new business people, who go out there and win the projects you get to work on.
It’s these people who need to understand the potential business benefits of working in a new way, and also which of their existing habits and behaviours they might need to change to accommodate a new approach.
Otherwise you’ll find yourself with a team of designers, developers and project managers who are ready and waiting to deliver work in an iterative and collaborative way, but by the time they get hold of the project a cost has already been agreed, a deadline has been imposed, and a functional requirements document has been painstakingly put together. Nobody wins in this situation.
Conclusion
So where should we go from here? I certainly don’t have hard and fast answers – I’m not sure that they exist in a one-size-fits-all approach for agencies.
There are plenty of smart people thinking about this problem. It’s a hot topic right now. Earlier in the year a London-based meetup was established called Agile for Agencies. If you’re in the capital and want to discuss these issues with your peers it’s a great opportunity to do so.
I’ve mentioned James Archer and Forty already. Both James and Paul Boag have written in the last twelve months on this subject. They both come out on the side of the argument that suggests you adopt agile principles, but don’t have to worry about the rituals if they don’t fit in with your practices.
Personally, I think the rituals and the discipline mandated by an agile framework like Scrum can provide a great deal of value to your team, even it if is hard to implement within an agency culture that has traditionally structured its work and its services in another way.
In whatever way you figure out the details, when your teams collaborate with your clients rather than work for them at arm’s length, and when everyone prioritises frequent delivery, reflection and iteration over exhaustive scoping and planning, I believe you’ll see a tangible difference in the quality of the work that you create. |
2014 |
Charlie Perrins |
charlieperrins |
2014-12-12T00:00:00+00:00 |
https://24ways.org/2014/is-agile-harder-for-agencies/ |
process |
| 47 |
Developing Robust Deployment Procedures |
Once you have developed your site, how do you make it live on your web hosting? For many years the answer was to log on to your server and upload the files via FTP. Over time most hosts and FTP clients began to support SFTP, ensuring your files were transmitted over a secure connection. The process of deploying a site however remained the same.
There are issues with deploying a site in this way. You are essentially transferring files one by one to the server without any real management of that transfer. If the transfer fails for some reason, you may end up with a site that is only half updated. It can then be really difficult to work out what hasn’t been replaced or added, especially where you are updating an existing site. If you are updating some third-party software your update may include files that should be removed, but that may not be obvious to you and you risk leaving outdated files littering your file system. Updating using (S)FTP is a fragile process that leaves you open to problems caused by both connectivity and human error. Is there a better way to do this?
You’ll be glad to know that there is. A modern professional deployment workflow should have you moving away from fragile manual file transfers to deployments linked to code committed into source control.
The benefits of good practice
You may never have experienced any major issues while uploading files over FTP, and good FTP clients can help. However, there are other benefits to moving to modern deployment practices.
No surprises when you launch
If you are deploying in the way I suggest in this article you should have no surprises when you launch because the code you committed from your local environment should be the same code you deploy – and to staging if you have a staging server. A missing vital file won’t cause things to start throwing errors on updating the live site.
Being able to work collaboratively
Source control and good deployment practice makes working with your clients and other developers easy. Deploying first to a staging server means you can show your client updates and then push them live. If you subcontract some part of the work, you can give your subcontractor the ability to deploy to staging, leaving you with the final push to launch, once you know you are happy with the work.
Having a proper backup of site files with access to them from anywhere
The process I will outline requires the use of hosted, external source control. This gives you a backup of your latest commit and the ability to clone those files and start working on them from any machine, wherever you are.
Being able to jump back into a site quickly when the client wants a few changes
When doing client work it is common for some work to be handed over, then several months might go by without you needing to update the site. If you don’t have a good process in place, just getting back to work on it may take several hours for what could be only a few hours of work in itself. A solid method for getting your local copy up to date and deploying your changes live can cut that set-up time down to a few minutes.
The tool chain
In the rest of this article I assume that your current practice is to deploy your files over (S)FTP, using an FTP client. You would like to move to a more robust method of deployment, but without blowing apart your workflow and spending all Christmas trying to put it back together again. Therefore I’m selecting the most straightforward tools to get you from A to B.
Source control
Perhaps you already use some kind of source control for your sites. Today that is likely to be Git but you might also use Subversion or Mercurial. If you are not using any source control at all then I would suggest you choose Git, and that is what I will be working with in this article.
When you work with Git, you always have a local repository. This is where your changes are committed. You also have the option to push those changes to a remote repository; for example, GitHub. You may well have come across GitHub as somewhere you can go to download open source code. However, you can also set up private repositories for sites whose code you don’t want to make publicly accessible.
A hosted Git repository gives you somewhere to push your commits to and deploy from, so it’s a crucial part of our tool chain.
A deployment service
Once you have your files pushed to a remote repository, you then need a way to deploy them to your staging environment and live server. This is the job of a deployment service.
This service will connect securely to your hosting, and either automatically (or on the click of a button) transfer files from your Git commit to the hosting server. If files need removing, the service should also do this too, so you can be absolutely sure that your various environments are the same.
Tools to choose from
What follows are not exhaustive lists, but any of these should allow you to deploy your sites without FTP.
Hosted Git repositories
GitHub
Beanstalk
Bitbucket
Standalone deployment tools
Deploy
dploy.io
FTPloy
I’ve listed Beanstalk as a hosted Git repository, though it also includes a bundled deployment tool. Dploy.io is a standalone version of that tool just for deployment. In this tutorial I have chosen two separate services to show how everything fits together, and because you may already be using source control. If you are setting up all of this for the first time then using Beanstalk saves having two accounts – and I can personally recommend them.
Putting it all together
The steps we are going to work through are:
Getting your local site into a local Git repository
Pushing the files to a hosted repository
Connecting a deployment tool to your web hosting
Setting up a deployment
Get your local site into a local Git repository
Download and install Git for your operating system.
Open up a Terminal window and tell Git your name using the following command (use the name you will set up on your hosted repository).
> git config --global user.name "YOUR NAME"
Use the next command to give Git your email address. This should be the address that you will use to sign up for your remote repository.
> git config --global user.email "YOUR EMAIL ADDRESS"
Staying in the command line, change to the directory where you keep your site files. If your files are in /Users/rachel/Sites/mynicewebite you would type:
> cd /Users/rachel/Sites/mynicewebsite
The next command tells Git that we want to create a new Git repository here.
> git init
We then add our files:
> git add .
Then commit the files:
> git commit -m “Adding initial files”
The bit in quotes after -m is a message describing what you are doing with this commit. It’s important to add something useful here to remind yourself later why you made the changes included in the commit.
Your local files are now in a Git repository! However, everything should be just the same as before in terms of working on the files or viewing them in a local web server. The only difference is that you can add and commit changes to this local repository.
Want to know more about Git? There are some excellent resources in a range of formats here.
Setting up a hosted Git repository
I’m going to use Atlassian Bitbucket for my first example as they offer a free hosted and private repository.
Create an account on Bitbucket. Then create a new empty repository and give it a name that will identify the repository easily.
Click Getting Started and under Command Line select “I have an existing project”. This will give you a set of instructions to run on the command line. The first instruction is just to change into your working directory as we did before. We then add a remote repository, and run two commands to push everything up to Bitbucket.
cd /path/to/my/repo
git remote add origin https://myuser@bitbucket.org/myname/24ways-tutorial.git
git push -u origin --all
git push -u origin --tags
When you run the push command you will be asked for the password that you set for Bitbucket. Having entered that, you should be able to view the files of your site on Bitbucket by selecting the navigation option Source in the sidebar.
You will also be able to see commits. When we initially committed our files locally we added the message “Adding initial files”. If you select Commits from the sidebar you’ll see we have one commit, with the message we set locally. You can imagine how useful this becomes when you can look back and see why you made certain changes to a project that perhaps you haven’t worked on for six months.
Before working on your site locally you should run:
> git pull
in your working directory to make sure you have all of the most up-to-date files. This is especially important if someone else might work on them, or you just use multiple machines.
You then make your changes and add any changed or modified files, for example:
> git add index.php
Commit the change locally:
> git commit -m “updated the homepage”
Then push it to Bitbucket:
> git push origin master
If you want to work on your files on a different computer you clone them using the following command:
> git clone https://myuser@bitbucket.org/myname/24ways-tutorial.git
You then have a copy of your files that is already a Git repository with the Bitbucket repository set up as a remote, so you are all ready to start work.
Connecting a deployment tool to your repository and web hosting
The next step is deploying files. I have chosen to use a deployment tool called Deploy as it has support for Bitbucket. It does have a monthly charge – but offers a free account for open source projects.
Sign up for your account then log in and create your first project. Select Create an empty project. Under Configure Repository Details choose Bitbucket and enter your username and password.
If Deploy can connect, it will show you your list of projects. Select the one you want.
The next screen is Add New Server and here you need to configure the server that you want to deploy to. You might set up more than one server per project. In an ideal world you would deploy to a staging server for your client preview changes and then deploy once everything is signed off. For now I’ll assume you just want to set up your live site.
Give the server a name; I usually use Production for the live web server. Then choose the protocol to connect with. Unless your host really does not support SFTP (which is pretty rare) I would choose that instead of FTP.
You now add the same details your host gave you to log in with your SFTP client, including the username and password. The Path on server should be where your files are on the server. When you log in with an SFTP client and you get put in the directory above public_html then you should just be able to add public_html here.
Once your server is configured you can deploy. Click Deploy now and choose the server you just set up. Then choose the last commit (which will probably be selected for you) and click Preview deployment. You will then get a preview of which files will change if you run the deployment: the files that will be added and any that will be removed. At the very top of that screen you should see the commit message you entered right back when you initially committed your files locally.
If all looks good, run the deployment.
You have taken the first steps to a more consistent and robust way of deploying your websites. It might seem like quite a few steps at first, but you will very soon come to realise how much easier deploying a live site is through this process.
Your new procedure step by step
Edit your files locally as before, testing them through a web server on your own computer.
Commit your changes to your local Git repository.
Push changes to the remote repository.
Log into the deployment service.
Hit the Deploy now button.
Preview the changes.
Run the deployment and then check your live site.
Taking it further
I have tried to keep things simple in this article because so often, once you start to improve processes, it is easy to get bogged down in all the possible complexities. If you move from deploying with an FTP client to working in the way I have outlined above, you’ve taken a great step forward in creating more robust processes. You can continue to improve your procedures from this point.
Staging servers for client preview
When we added our server we could have added an additional server to use as a staging server for clients to preview their site on. This is a great use of a cheap VPS server, for example. You can set each client up with a subdomain – clientname.yourcompany.com – and this becomes the place where they can view changes before you deploy them.
In that case you might deploy to the staging server, let the client check it out and then go back and deploy the same commit to the live server.
Using Git branches
As you become more familiar with using Git, and especially if you start working with other people, you might need to start developing using branches. You can then have a staging branch that deploys to staging and a production branch that is always a snapshot of what has been pushed to production. This guide from Beanstalk explains how this works.
Automatic deployment to staging
I wouldn’t suggest doing automatic deployment to the live site. It’s worth having someone on hand hitting the button and checking that everything worked nicely. If you have configured a staging server, however, you can set it up to deploy the changes each time a commit is pushed to it.
If you use Bitbucket and Deploy you would create a deployment hook on Bitbucket to post to a URL on Deploy when a push happens to deploy the code. This can save you a few steps when you are just testing out changes. Even if you have made lots of changes to the staging deployment, the commit that you push live will include them all, so you can do that manually once you are happy with how things look in staging.
Further Reading
The tutorials from Git Client Tower, already mentioned in this article, are a great place to start if you are new to Git.
A presentation from Liam Dempsey showing how to use the GitHub App to connect to Bitbucket
Try Git from Code School
The Git Workbook a self study guide to Git from Lorna Mitchell
Get set up for the new year
I love to start the New Year with a clean slate and improved processes. If you are still wrangling files with FTP then this is one thing you could tick off your list to save you time and energy in 2015. Post to the comments if you have suggestions of tools or ideas for ways to enhance this type of set-up for those who have already taken the first steps. |
2014 |
Rachel Andrew |
rachelandrew |
2014-12-04T00:00:00+00:00 |
https://24ways.org/2014/developing-robust-deployment-procedures/ |
process |
| 62 |
Being Customer Supportive |
Every day in customer support is an inbox, a Twitter feed, or a software forum full of new questions. Each is brimming with your customers looking for advice, reassurance, or fixes for their software problems. Each one is an opportunity to take a break from wrestling with your own troublesome tasks and assist someone else in solving theirs.
Sometimes the questions are straightforward and can be answered in a few minutes with a short greeting, a link to a help page, or a prewritten bit of text you use regularly: how to print a receipt, reset a password, or even, sadly, close your account.
More often, a support email requires you to spend some time unpacking the question, asking for more information, and writing a detailed personal response, tailored to help that particular user on this particular day.
Here I offer a few of my own guidelines on how to make today’s email the best support experience for both me and my customer. And even if you don’t consider what you do to be customer support, you might still find the suggestions useful for the next time you need to communicate with a client, to solve a software problem with teammates, or even reach out and ask for help yourself.
(All the examples appearing in this article are fictional. Any resemblance to quotes from real, software-using persons is entirely coincidental. Except for the bit about Star Wars. That happened.)
Who’s TAHT girl
I’ll be honest: I briefly tried making these recommendations into a clever mnemonic like FAST (facial drooping, arm weakness, speech difficulties, time) or PAD (pressure, antiseptic, dressing). But instead, you get TAHT: tone, ask, help, thank. Ah, well.
As I work through each message in my support queue, I
listen to the tone of the email
ask clarifying questions
bring in extra help as needed
and thank the customer when the problem is solved.
Let’s open an email and get started!
Leave your message at the sound of the tone
With our enthusiasm for emoji, it can be very hard to infer someone’s tone from plain text. How much time have you spent pondering why your friend responded with “Thanks.” instead of “Thanks!”? I mean, why didn’t she :grin: or :wink: too?
Our support customers, however, are often direct about how they’re feeling:
I’m working against a deadline. Need this fixed ASAP!!!!
This hasn’t worked in a week and I am getting really frustrated.
I’ve done this ten times before and it’s always worked. I must be missing something simple.
They want us to understand the urgency of this from their point of view, just as much as we want to help them in a timely manner. How this information is conveyed gives us an instant sense of whether they are frustrated, angry, or confused—and, just as importantly, how frustrated-angry-confused they are.
Listen to this tone before you start writing your reply. Here are two ways I might open an email:
“I’m sorry that you ran into trouble with this.”
“Sorry you ran into trouble with this!”
The content is largely the same, but the tone is markedly different. The first version is a serious, staid reaction to the problem the customer is having; the second version is more relaxed, but no less sincere.
Matching the tone to the sender’s is an important first step. Overusing exclamation points or dropping in too-casual language may further upset someone who is already having a crummy time with your product. But to a cheerful user, a formal reply or an impersonal form response can be off-putting, and damage a good relationship.
When in doubt, I err on the side of being too formal, rather than sending a reply that may be read as flip or insincere. But whichever you choose, matching your correspondent’s tone will make for a more comfortable conversation.
Catch the ball and throw it back
Once you’ve got that tone on lock, it’s time to tackle the question at hand. Let’s see what our customer needs help with today:
I tried everything in the troubleshooting page but I can’t get it to work again. I am on a Mac. Please help.
Hmm, not much information here. Now, if I got this short email after helping five other people with the same problem on Mac OS X, I would be sorely tempted to send this customer that common solution in my first reply. I’ve found it’s important to resist the urge to assume this sixth person needs the same answer as the other five, though: there isn’t enough to connect this email to the ones that came before hers.
Instead, ask a few questions to start. Invest some time to see if there are other symptoms in common, like so:
I’m sorry that you ran into trouble with this! I’ll need a little more information to see what’s happening here.
[questions]
Thank you for your help.
Those questions are customized for the customer’s issue as much as possible, and can be fairly wide-ranging. They may include asking for log files, getting some screenshots, or simply checking the browser and operating system version she’s using. I’ll ask anything that might make a connection to the previous cases I’ve answered—or, just as importantly, confirm that there isn’t a connection. What’s more, a few well-placed questions may save us both from pursuing the wrong path and building additional frustration.
(A note on that closing: “Thank you for your help”–I often end an email this way when I’ve asked for a significant amount of follow up information. After all, I’m imposing on my customer’s time to run any number of tests. It’s a necessary step, but I feel that thanking them is a nice acknowledgment we’re in this together.)
Having said that, though, let’s bring tone back into the mix:
I tried everything in the troubleshooting but I can’t get it to work again. I am on a Mac. I’m working against a deadline. Need this fixed ASAP!!!!
This customer wants answers now. I’ll still ask for more details, but would consider including the solution to the previous problem in my initial reply as well. (But only if doing so can’t make the situation worse!)
I’m sorry that you ran into trouble with this! I’ll need a little more information to see what’s happening here.
[questions]
If you’d like to try something in the meantime, delete the file named xyz.txt. (If this isn’t the cause of the problem, deleting the file won’t hurt anything.) Here’s how to find that file on your computer:
[steps]
Let me know how it goes!
In the best case, the suggestion works and the customer is on her way. If it doesn’t solve the problem, you will get more information in answer to your questions and can explore other options. And you’ve given the customer an opportunity to be involved in fixing the issue, and some new tools which might come in handy again in the future.
Bring in help
The support software I use counts how many emails the customer and I have exchanged, and reports it in a summary line in my inbox. It’s an easy, passive reminder of how long the customer and I have been working together on a problem, especially first thing in the morning when I’m reacquainting myself with my open support cases.
Three is the smallest number I’ll see there: the customer sends the initial question (1 email); I reply with an answer (2 emails); the customer confirms the problem is solved (3 emails). But the most complicated, stickiest tickets climb into double-digit replies, and anything that stretches beyond a dozen is worthy of a cheer in Slack when we finally get to the root of the problem and get it fixed.
While an extra round of questions and answers will nudge that number higher, it gives me the chance to feel out the technical comfort level of the person I’m helping. If I ask the customer to send some screenshots or log files and he isn’t sure how to do that, I will use that information to adjust my instructions on next steps. I may still ask him to try running a traceroute on his computer, but I’ll break down the steps into a concise, numbered list, and attach screenshots of each step to illustrate it.
If the issue at hand is getting complicated, take note if the customer starts to feel out of their depth technically—either because they tell you so directly or because you sense a shift in tone. If that happens, propose bringing some outside help into the conversation:
Do you have a network firewall or do you use any antivirus software? One of those might be blocking a connection that the software needs to work properly; here’s a list of the required connections [link]. If you have an IT department in-house, they should be able to help confirm that none of those are being blocked.
or:
This error message means you don’t have permission to install the software on your own computer. Is there a systems administrator in the office that may be able to help with this?
For email-based support cases, I’ll even offer to add someone from their IT department to the thread, so we can discuss the problem together rather than have the customer relay questions and answers back and forth.
Similarly, there are occasionally times when my way of describing things doesn’t fit how the customer understands them. Rather than bang our heads against our keyboards, I will ask one of my support colleagues to join the conversation from our side, and see if he can explain things more clearly than I’ve been able to do.
We appreciate your business. Please call again
And then, o frabjous day, you get your reward: the reply which says the problem has been solved.
That worked!! Thank you so much for saving my day!
I wish I could send you some cookies!
If you were here, I would give you my tickets to Star Wars.
[Reply is an animated gif.]
Sometimes the reply is a bit more understated:
That fixed it. Thanks.
Whether the customer is elated, satisfied, or frankly happy to be done with emailing support, I like to close longer email threads or short, complicated issues with a final thanks and reminder that we’re here to help:
Thank you for the update; I’m glad to hear that solved the problem for you! I hope everything goes smoothly for you now, but feel free to email us again if you run into any other questions or problems. Best,
Then mark that support case closed, and move on to the next question. Because even with the most thoughtfully designed software product, there will always be customers with questions for your capable support team to answer.
Tone, ask, help, thank
So there you have it: TAHT. Pay attention to tone; ask questions; bring in help; thank your customer.
(Lack of) catchy mnemonics aside, good customer support is about listening, paying attention, and taking care in your replies. I think it can be summed up beautifully by this quote from Pamela Marie (as tweeted by Chris Coyier):
Golden rule asking a question: imagine trying to answer it
Golden rule in answering: imagine getting your answer
You and your teammates are applying a variation of this golden rule in every email you write. You’re the software ambassadors to your customers and clients. You get the brunt of the problems and complaints, but you also get to help fix them. You write the apologies, but you also have the chance to make each person’s experience with your company or product a little bit better for next time.
I hope that your holidays are merry and bright, and may all your support inboxes be light. |
2015 |
Elizabeth Galle |
elizabethgalle |
2015-12-02T00:00:00+00:00 |
https://24ways.org/2015/being-customer-supportive/ |
process |
| 66 |
Solve the Hard Problems |
So, here we find ourselves on the cusp of 2016. We’ve had a good year – the web is still alive, no one has switched it off yet. Clients still have websites, teenagers still have phone apps, and there continue to be plenty of online brands to meaningfully engage with each day. Good job team, high fives all round.
As it’s the time to make resolutions, I wanted to share three small ideas to take into the new year.
Get good at what you do
“How do you get to Carnegie Hall?” the old joke goes. “Practise, practise, practise.”
We work in an industry where there is an awful lot to learn. There’s a lot to learn to get started and then once you do, there’s a lot more to learn to keep your skills current. Just when you think you’ve mastered something, it changes.
This is true of many industries, of course, but the sheer pace of change for us makes learning not an annual activity, but daily. Learning takes time, and while I’m not convinced that every skill takes the fabled ten thousand hours to master, there is certainly no escaping that to remain current we must reinvest time in keeping our skills up to date.
Picking where to spend your time
One of the hardest aspects of this thing of ours is just choosing what to learn. If you, like me, invested any time in learning the Less CSS preprocessor over the last few years, you’ll probably now be spending your time relearning Sass instead. If you spent time learning Grunt, chances are you’ll now be thinking about whether you should switch to Gulp. It’s not just that there are new types of tools, there are new tools and frameworks to do the things you’re already doing, but, well, differently.
Deciding what to learn is hard and the costs of backing the wrong horse can seriously mount up; so much so that by the time you’ve learned and then relearned the tools everyone says you need for your job, there’s rarely enough time to spend really getting to know how best to use them.
Practise, practise, practise
Do you know how you don’t get to Carnegie Hall? By learning a new instrument each week. It takes time and experience to really learn something well. That goes for a new JavaScript framework as much as a violin. If you flit from one shiny new thing to another, you’re destined to produce amateurish work forever.
Learn the new thing, but then stick with it long enough to get really good at it – even if Twitter trolls try to convince you it’s not cool. What’s really not cool is living as a forevernoob.
If you’re still not sure what to learn, go back to basics. Considering a new CSS or JavaScript framework? Invest that time in learning the underlying CSS or JavaScript really well instead. Those skills will stand the test of time.
Audience and purpose
Back when I was in school, my English teacher (a nice Welsh lady, who I appreciate more now than I did back then) used to love to remind us that every piece of writing should have an audience and a purpose. So much so that audience and purpose almost became her catch phrase. For every essay, article or letter, we were reminded to consider who we were writing it for and what we were trying to achieve.
It’s something I think about a lot; certainly when writing, but also in almost every other creative endeavour. Asking who is this for and what am I trying to achieve applies equally to designing a logo or website, through to composing music or writing software.
Being productive
It seems like everyone wants to have a product these days. As someone who used to do client services work and now has a product company, I often talk with people who are interested in taking something they’ve built in-house and turning it into a product. You know the sort of thing: a design agency with its own CMS or project management web app; the very logical thought process of: if this helps our business, maybe others will find it valuable too; the question that inevitably follows: could we turn this into a product?
Whether consciously or not, the audience and purpose influence nearly every aspect of your creative process. Once written or designed or developed or created, revising a work to change the audience and purpose can be quite a challenge. No matter how much you want to turn the tension-building, atmospheric music for a horror film into a catchy chart hit, it’s going to be a struggle. Yes, it’s music, but that’s neither the audience nor purpose for which it was created.
The same is absolutely true for your in-house tools – those were also designed for a specific audience and purpose. Your in-house CMS would have been designed with an audience of your own development team, who are busy implementing sites for clients. The purpose is to make that team more productive overall, taking into account considerations of maintaining multiple sites on a common codebase, training clients, a more mature and stable platform and all the other benefits of reusing the same code for each project. The audience is your team and the purpose increased productivity.
That’s very different from a customer who wants to buy a polished system to use off-the-shelf. If their needs perfectly aligned with yours then they wouldn’t be in the market for your product – they would have built their own.
Sometimes you hear the advice to “scratch your own itch” when it comes to product design. I don’t completely agree. Got an itch? Great. Find other itchy people and sell them a backscratcher.
Building a product, like designing a website, is a lot of work. It requires knowing your audience and purpose inside out. You can’t fudge it and you can’t just hope you’ll find an audience for some old thing you have lying around.
Always consider the audience and purpose for everything you create. It’s often the difference between success and failure.
Solve the hard problems
Human beings have a natural tendency to avoid hard problems. In digital design (websites, software, whatever) the received wisdom is often that we can get 80% of the way towards doing the hard thing by doing something that’s not very hard.
Do you know what you get at the end of it? Paid. But nothing really great ever happens that way.
I worked on a client project a while back where one of the big challenges was making full use of the massive image library they had built up over the years. The client had tens of thousands of photographs, along with a fair amount of video and a large MP3 audio library too. If it wasn’t managed carefully, storage sizes would get out of control, content would go unattributed, and everything would get very messy very quickly.
I could tell from the outset that this aspect of the project was going to be a constant problem. So we tackled it head-on. We designed and built a media management system to hold and process all the assets, and added an API so the content management system could talk to it. Every time the site needed a photo at a new size, it made an API request to the system and everything was handled seamlessly.
It was a daunting job to invest all the time and effort in building that dedicated system and API, but it really paid off. Instead of having the constant troubles of a vast library of media, it became one of the strongest parts of the project.
Turn your hardest problems into your biggest strengths
There’s a funny thing about hard problems. The hardest problems are the most fun to solve and have the biggest impact.
Maybe you’re the sort of person who clocks in for work, does their job and clocks out at 5pm without another thought. But I don’t think you are, because you’re here reading this. If you really love what you do, I don’t think you can be satisfied in your work unless you’re seeking out and working on those hard problems. That’s where the magic is.
The new year is a helpful time to think about breaking bad habits. Whether it’s smoking a bit less, or going to the gym a bit more, the ticking over of the calendar can provide the motivation for a new start. I have some suggestions for you.
Get good at what you do. Practise your skills and don’t just flit from one shiny thing to the next.
Remember who you’re doing it for and why. Consider the audience and purpose for everything you create.
Solve the hard problems. It’s more interesting, more satisfying, and has a greater impact.
As we move into 2016, these are the things I’m going to continue to work on. Maybe you’d like to join me. |
2015 |
Drew McLellan |
drewmclellan |
2015-12-24T00:00:00+00:00 |
https://24ways.org/2015/solve-the-hard-problems/ |
process |
| 82 |
Being Prepared To Contribute |
“You’ll figure it out.” The advice my dad gives has always been the same, whether addressing my grade school homework or paying bills after college. If I was looking for a shortcut, my dad wasn’t going to be the one to provide it.
When I was a kid it infuriated the hell out of me, but what I then perceived to be a lack of understanding turned out to be a keystone in my upbringing. As an adult, I realize the value in not receiving outright solutions, but being forced to figure things out.
Even today, when presented with a roadblock while building for the web, I am temped to get by with the help of the latest grid system, framework, polyfill, or plugin. In and of themselves these resources are harmless, but before I can drop them in, those damn words still echo in the back of my mind: “You’ll figure it out.”
I know that if I blindly implement these tools as drag and drop solutions I fail to understand the intricacies behind how and why they were built; repeatedly using them as shortcuts handicaps my skill set. When I solely rely on the tools of others, my work is at their mercy, leaving me less creative and resourceful, and, thus, less able to contribute to the advancement of our industry and community.
One of my favorite things about this community is how generous and collaborative it can be. I’ve loved seeing FitVids used all over the web and regularly improved upon at Github. I bet we can all think of a time where implementing a shared resource has benefitted our own work and sanity. Because these resources are so valuable, it’s important that we continue to be a part of the conversation in order to further develop solutions and ideas. It’s easy to assume there’s someone smarter or more up-to-date in any one area, but with a degree of understanding and perspective, we can all participate.
This open form of collaboration is in our web DNA. After all, its primary purpose was to promote the exchange and development of new ideas.
Tim Berners-Lee proposed a global hypertext project, to be known as the World Wide Web. Based on the earlier “Enquire” work, it was designed to allow people to work together by combining their knowledge in a web of hypertext documents.
I’m delighted to find that this spirit of collaborative ingenuity is alive and well on the web today. Take the story of Off Canvas as an example. I was at an ATX Dribbble meet up where I met Jason Weaver and chatted to him about his recent work on the responsive layout prototype, Off Canvas. Jason said he came across a post by Luke Wroblewski outlining the idea and saw this:
If anyone is interested in building a complete example of this approach using responsive Web design techniques, let me know!
From there Luke recounts:
We went back and forth on email, with me laying out ideas and Jason doing all the hard work to see if they can be done and improving them bit by bit! Once we got to something we both liked, I wrote up an article explaining things and he hosted the examples.
Luke took the time to clearly outline and diagram his ideas, and Jason responded with a solid proof of concept that has evolved into a tool we all have at our disposal. Victory!
I have also benefitted from comrades who have taken an idea of mine into development. After blogging about some concerns in regards to maintaining hierarchy as media queries are used to shift layouts, Jordan Moore rebounded with some responsive demos where he used flexbox to (re)order content as viewport sizing changes.
Similar stories can be found behind the development of things like FitVids, FitText, and Molten Leading. I love this pattern of collaboration because it involves a fairly specific process:
Initial idea or prototype is outlined or built, then shared
Discuss
Someone develops or improves it, then shares it
Discuss
Someone else develops or improves it, then shares it.
Infinity.
This is what the web looks like when we build it together, and I’d argue that steps 2+ are absolutely crucial. A web where everyone develops their own ideas and tools independent of one another is like a room full of people talking and no one listening.
The pattern itself mimics a literal web structure, and ideally we’d be able to follow a strand from one idea to the next and so on.
Blessed are the curators
Sometimes those lines aren’t easy to find or follow. Thankfully, there are people who painstakingly log each experiment and index much of what’s out there. Chris Coyier does this with CSS in general, and Brad Frost is doing this for responsive and multi-device design with his Pattern Library. Seriously, take a look at this page and imagine what it would take to find, track and organize the progression of each of these resources yourself. I’d argue that ongoing collections like these are more valuable than the sum of their parts when they are updated regularly as opposed to a top ten tips blog post format.
Here’s my soapbox
Here are a few things I appreciate about how things are shared and contributed online. And yes, I could do way better at all of them myself.
Concise write-ups: honor others’ time by getting to the point. Not every idea or solution needs two thousand words to convey fully. I love long-form posts, but there’s a time and a place for them.
Visual aids: if a quick illustration, screenshot, or graphic helps illustrate your point or problem, yes please.
By the way, Luke Wroblewski rules the school on both of these.
Demo it: host it yourself, or put it on CodePen or JS Bin for others to see.
Put it on Github: share and improve with the rest of the community. Consider, however, that because someone puts something on Github doesn’t mean they’re forever bound to provide support or instruction.
This isn’t a call for everyone to learn everything all the time, but if you’re curious or interested in something, skip the shortcut and get your hands dirty: sketch, prototype, question, debate, fork, and share. Figuring these things out on our own makes us valuable contributors to the web – the thing that ultimately we’re all trying to figure out together. |
2012 |
Trent Walton |
trentwalton |
2012-12-03T00:00:00+00:00 |
https://24ways.org/2012/being-prepared-to-contribute/ |
process |
| 85 |
Starting Your Project on the Right Foot (and Keeping It There) |
I’m not sure if anything is as terrifying as beginning a new design project. I often spend hours trying to find the best initial footing in a design, so I’ve been working hard to improve my process, particularly for the earliest stages of a project. I want to smooth out the bumps that disrupt my creative momentum and focus on the emotional highs and lows I experience, and then try to minimize the lows and ride the highs as long as possible.
Design is often a struggle broken up by blissful moments of creative clarity that provide valuable force to move your work forward. Momentum is a powerful tool in creative work, and it’s something we don’t always maximize when we’re working because of the hectic nature of our field. Obviously, every designer is going to have a different process, but I thought I’d share some of the methods I’ve begun to adopt. I hope this will spark a conversation among designers who are interested in looking at process in a new way.
Jump-starting a project
I cannot overstate the importance of immersing yourself in design and collecting ample amounts of inspiration when beginning a project. I make it a daily practice to visit a handful of sites (Dribbble, Graphic Exchange, Web Creme, siteInspire, Designspiration, and others) and save any examples of design that I like. I then sort them into general categories (publication design, illustration, typography, web design, and so on). Enjoying a bit of fresh design every day helps me absorb it and analyze why it’s effective instead of just imitating it.
Many designers are afraid to look at too much design for fear that they’ll be tempted to copy it, but I feel a steady influx of design inspiration reduces that possibility. You’re much more likely to take the easy way out and rip off a design if you’re scrambling for inspiration after getting stuck. If you are immersed in design from a variety of mediums, you’ll engage your creative brain on multiple levels and have an easier time creating something unique for your project. Looking at good design will not make you a good designer but it will make you a better designer.
Design is design
Try not to limit your visual research to the medium you’re working in. Websites, books, posters and packaging all have their own unique limitations and challenges, and any one of those characteristics could be useful to you. Posters need to grab the viewer and pass on a small tidbit of information; packaging needs to encourage physical interaction; and websites need to encourage exploration. If you know the challenges you’ll be facing, you will know where to look for design that tackles those same problems.
I find it refreshing to look at design from the turn of the nineteenth century, when type was laid out on objects without thought to aesthetics. Many vintage packages break all sorts of modern design rules, and looking at that kind of work is a great way to spark your creativity. Pulling yourself out of the box and away from the rules of what you’re working on can reveal solutions that are innovative and unique. After a little finessing, the warning label text from a 1940s hazardous chemical box from could have the exact type and icon arrangement you need for your project. There’s a massive pool of design to pull from that doesn’t have the limitations the web has, and exploring those design worlds will help you grow your own repertoire.
If all else fails, start with the footer
The very beginning of a project is the most frustrating point in a project for me. I’m trying to figure out typeface combinations, colors and the overall voice of the design, and until I find the right solutions, I’m a wreck. I’ve found often that my frustration stems from trying to solve too many problems at once. The beginning of a project has a lot of moving targets, nearly endless possible solutions, and constantly changing variables. You’ll knock out one problem only to discover your solution doesn’t jive with something you worked out earlier — you end up designing in circles.
If you find yourself getting stuck at the beginning of a website design, try working out one specific element of the site and see what emerges. I’m going to recommend the footer. Why? Footers can easily be ignored in a design or become a dumping ground for items that couldn’t be worked into the main layout. But, at the start of most projects, the minimum content requirements for the footer are usually established. There needs to be a certain number of links, social media buttons, copyright details, a search bar, and so on. It’s a self-contained item within the design that has a specific purpose, and that’s a great element to focus on when you’re stuck in a design. Colors, typefaces, link styles, input fields and buttons can all be sketched out from just the footer. It’s a very flexible element that can be as prominent or subtle as you want, and it’s a solid starting point for setting the tone and style of a site.
Save the details
Designers love details. I love details. But don’t let nitpicking early on in your process kill your creative momentum. Design is an emotional process, and being frustrated or defeated by a tricky problem or a graphical detail you just can’t nail down can deflate your creative energies. If you hit a roadblock, set it aside and tackle another piece of the project. As you spend time engaged in a design, the style you develop will evolve according to the needs of the content, and you might arrive naturally at a solution that will work perfectly for the problem that had you stuck before.
If I find myself working on one particular element for more than a half an hour without any clear movement, I shelve it. Designers often wear their obsessive detail-oriented tendencies as a badge of honor, but there’s a difference between making the design better and wasting time. If you’ve spent hours nudging elements around pixel by pixel and can’t settle on something, it probably means what you’re doing isn’t making a huge improvement on the design. Don’t be afraid to let it lie and come at it again with fresh eyes. You will be better equipped to tackle the finer points of a project once you’ve got the broad strokes defined.
Have a plan when you start and stop designing
We all know that creativity isn’t something you can turn on effortlessly, and it’s easy to forget the emotional process that goes along with design. If you leave a project in a place of frustration, it’s going to stay with you in your free time and affect you negatively, like a dark cloud of impending disaster. Try to end each design session with a victory, a small bit of definable progress that you can take with you in your downtime. Even something as small as finding the right opacity for the interior shadow on the search bar in the header of the site is a win. Likewise, when you return to a project after a break, it can be difficult to get the ball rolling on the design again if you set it down without a clear path for the next steps. I find that I work on details best when I’m returning from downtime, when I’m fresh and re-energized and ready to dig in again. Try to pick out at least one element you’d like to fine-tune when you are winding down in a design session and use it to kick-start your next session.
Content is king
I would argue there is nothing more crucial to the success of a design than having the content defined from the outset. Designing without content is similar to designing without an audience, and designing with vague ideas of content types and character limits is going to result in a muted design that doesn’t reach its full potential. Images and language go hand in hand with design, and can take a design from functional to outstanding if you have them available from the outset. We don’t always have the luxury of having content to build a design around, but fight for it whenever you can. For example, if the site you are designing is full of technical jargon, your paragraphs might need a longer line length to accommodate the longer words being used.
Often, working with content will lead to design solutions you wouldn’t have come to otherwise. Design speaks to content, and content speaks to design. Lorem ipsum doesn’t speak to anyone (unless you know Latin, in which case, congratulations!).
Every project has its own set of needs, and every designer has his or her own method of working. There’s obviously no perfect process to design, and being dogmatic about process can be just as harmful as not having one. Exposing yourself to new design and new ways of designing is an easy way to test your skills and grow. When things are hard and you can’t get any momentum going on a design, this is when your skill set is truly challenged. We all hope to get wonderful projects with great assets and ample creative possibilities, but you won’t always be so blessed, and this is when the quality of your process is really going to shine. |
2012 |
Bethany Heck |
bethanyheck |
2012-12-02T00:00:00+00:00 |
https://24ways.org/2012/starting-your-project-on-the-right-foot/ |
process |
| 88 |
Think First, Code Later |
This is a story that’s best told from the end, and it’s probably one you’re all familiar with.
You, or someone just like you, have been building a website, probably as part of a skilled and capable team. You’re a front-end developer, focusing on JavaScript – it’s either your sole responsibility or shared around. It’s quite a big job, been going on for months, and at last it feels like you’re reaching the end of it.
But, in a brief moment of downtime, you step back and take a look at the code as a whole. You notice that the folder called “jQuery plugins” suddenly looks rather full, and maybe there’s evidence of several methods of doing the same thing; there are loads of little niggly fixes in the bug tracker; and every place you use Ajax the structure of the data is slightly different. You sigh, and your shoulders droop slightly, and you think “Yeah, we’ll do that more cleanly next time.”
The thing is, you probably already know how to rewrite the start of this story to make the ending work better. This situation is not really anyone’s fault – it’s just an accumulation of all the things you decided along the way, all the things you agreed you’d fix later that have disappeared into the black hole of technical debt, and accomodating all the “can we just…?” requests from around the team and the client.
So, the solution to this is easy, right? More interminable planning meetings, more tightly controlled and documented specifications, less freedom to innovate, to try out new ideas and enjoy what you’re doing.
Wait, that sounds even less fun than the old way.
Minimum viable planning
Actually, planning and specifications are exactly what you need, but the way you go about them can make a real difference, both to the quality of your code, and the quality of your life as a developer. It can be as simple as being a little more thoughtful before starting on any new piece of functionality. Involve your whole team if possible, or at least those working on what you’re doing. Canvass opinions and work out what the solution to the problem might look like first, rather than coding speculatively to find out.
There are easy ways you can get into this habit of putting the thought and design up front, and it doesn’t have to mean spending more time on the project as a whole. It also doesn’t have to result in reams of functional specifications. Instead, let the code itself form the specification.
As JavaScript applications become more complex, unit testing is becoming ever more important. So embrace it, whether you prefer QUnit, or Mocha, or any of the other JavaScript testing frameworks out there. The TDD (or test-driven development) pattern is all about writing the tests first and then writing functional code to pass those tests; or, if you prefer, code that meets the specification given by the tests.
Sounds like a hassle at first, but once you get into the rhythm of it you should find that the time spent writing tests up front is no greater, and often significantly less, than the time you would have spent fixing bugs afterwards.
If what you’re working on requires an API between client and server (usually Ajax but this can apply to any method of sending or receiving data) then spend a bit of time with the back-end developer to design the data contracts, before either of you cut any code. Work out what the API endpoints are going to be, and what the data structure you’ll get back from a certain endpoint looks like. A mock JSON object documented on a wiki is enough and it can be atomic. Don’t worry about planning the entire project at once, just plan enough to get on with your current tasks.
Definition in this way doesn’t have to make your API immutable – change is still fine – but if you know roughly where you’re heading, then not only can your team’s efforts become more parallel, but you’re far more likely to have an easier time making it all work. And again, you have a specification – the shape of the data – to write your JavaScript against.
Putting everything together, you end up with a logical flow of development, from the specification agreed with the client (your backlog), to the specification agreed with your team (the API contract design), to the specification agreed with your code (your unit tests). Hopefully, there will be ample clues in all of this to inform your front-end library choices, because by then you should have a better picture of what you’re going to need.
What the framework?
As a JavaScript developer predominantly, these are the choices I’m particularly interested in – how and why you use JavaScript libraries and frameworks, both what you expect from them and what you actually get.
If we look back at how web development, and specifically JavaScript development has progressed – from the earliest days of using lines and lines of Dreamweaver code-barf to make an image rollover effect, to today’s large frameworks that handle working with the DOM, Ajax communication and visual effects all in one hit – the purpose of it is clear: to smooth over the inconsistent bumps between browsers and give a solid, reliable, predictable base on which to put our desired functionality.
Understanding what we expect the language as a specification to do, and matching that to what we observe browsers actually doing, and then smoothing out the differences, is a big job. Since the language and the implementations are also changing as we go along, it also feels like a never-ending job. So make full use of this valuable effort. Use jQuery or YUI or anything else you’re comfortable with, but it still pays to think early on about what you need your library to do and what the best choice is to meet that need.
I’ve come in to projects as a fixer and found, to take a recent example, that jQuery UI was being used just to provide a date picker and a modal effect. That’s a lot of code weight to provide two fairly simple pieces of functionality that could easily be covered by smaller plugins. Which isn’t to say that jQuery UI itself is a bad choice, but I could see that it had been included late on just to do those things, whereas a more considered approach would have been to put the library in early and use it more universally.
There are other choices, too. If you automatically throw in jQuery (or whatever your favourite main library is) to a small site with limited functionality, you might only touch a tiny fraction of its scope. In my own development I started looking at what I actually needed from a JavaScript library. For a simple project like What the Framework?, all jQuery needed to do was listen for .ready() and then perform some light DOM selection before handing over to a client-side MVC framework. So perhaps there was another way to go about this while still avoiding the cross-browser headaches.
Deleting jQuery
But the jQuery pattern is compelling and familiar. And once you’re comfortable with something, it’s a bit of an effort to force yourself out of that comfort zone and learn. But looking back at my whole career, I realised that I’ve relearned pretty much everything I do, probably several times, since I started out. So it’s worth keeping in mind that learning and trying new things is how development has advanced to where it is now, and how it will keep advancing in the future.
In the end this lead me to Ender, which is billed as an NPM-style package manager for the browser, letting you search for and manage small, loosely coupled modules and their dependencies, and compile them to one file with a common API.
For What the Framework I ended up with a set of DOM tools, Underscore and Knockout, all minified into 25kb of JavaScript. This compares really well with 32kb minified for jQuery on its own, and Ender’s use of the dollar variable and the jQuery-like syntax in many modules makes switching over a low-friction experience.
On more complex projects, where you’re really going to use all the features of something like jQuery, but want to minimise the loading of other dependencies when you don’t need them, I’ve recently started looking at Jam. This uses the RequireJS pattern to compile commonly used code into a library file and then manage dependencies and bring in others on a per-page basis depending on how you need it. Again, it all comes down to thinking about what you need and using it only when you need it. And the configurability of tools like Ender or Jam allow you to be responsive to changing requirements as your project grows.
There is no right answer
That’s not to say this way of working automatically makes things easier. It doesn’t. On a large, long-running project or one where future functionality is unknown, it’s still hard to predict and plan for everything – at least until crystal balls as a service come about. But by including strong engineering practices in your front-end, and trying to minimise technical debt, you’re at least giving yourself a decent safety net to guard against the “can we just…?” tendencies that are a fact of life.
So, really, this is not an advocation of using a particular technology or framework, because I can’t tell you what works for you or your team. But what I can tell you is that working this way round has done wonders for my productivity and enthusiasm, both for code quality and for trying out new libraries. Give it a go, you might like it! |
2012 |
Stephen Fulljames |
stephenfulljames |
2012-12-07T00:00:00+00:00 |
https://24ways.org/2012/think-first-code-later/ |
process |
| 97 |
Making Modular Layout Systems |
For all of the advantages the web has with distribution of content, I’ve always lamented the handiness of the WYSIWYG design tools from the print publishing world. When I set out to redesign my personal website, I wanted to have some of the same abilities that those tools have, laying out pages how I saw fit, and that meant a flexible system for dealing with imagery.
Building on some of the CSS that Eric Meyer employed a few years back on the A List Apart design, I created a set of classes to use together to achieve the variety I was after. Employing multiple classes isn’t a new technique, but most examples aren’t coming at this from strictly editorial and visual perspectives; I wanted to have options to vary my layouts depending on content.
If you want to skip ahead, you can view the example first.
Laying the Foundation
We need to be able to map out our page so that we have predictable canvas, and then create a system of image sizes that work with it. For the sake of this article, let’s use a simple uniform 7-column grid, consisting of seven 100px-wide columns and 10px of space between each column, though you can use any measurements you want as long as they remain constant.
All of our images will have a width that references the grid column widths (in our example, 100px, 210px, 320px, 430px, 540px, 650px, or 760px), but the height can be as large as needed.
Once we know our images will all have one of those widths, we can setup our CSS to deal with the variations in layout. In the most basic form, we’re going to be dealing with three classes: one each that represent an identifier, a size, and a placement for our elements.
This is really a process of abstracting the important qualities of what you would do with a given image in a layout into separate classes, allowing you to quickly customize their appearance by combining the appropriate classes. Rather than trying to serve up a one-size-fits-all approach to styling, we give each class only one or two attributes and rely on the combination of classes to get us there.
Identifier
This specifies what kind of element we have: usually either an image (pic) or some piece of text (caption).
Size
Since we know how our grid is constructed and the potential widths of our images, we can knock out a space equal to the width of any number of columns. In our example, that value can be one, two, three, four, five, six, or seven.
Placement
This tells the element where to go. In our example we can use a class of left or right, which sets the appropriate floating rule.
Additions
I created a few additions that be tacked on after the “placement” in the class stack: solo, for a bit more space beneath images without captions, frame for images that need a border, and inset for an element that appears inside of a block of text. Outset images are my default, but you could easily switch the default concept to use inset images and create a class of outset to pull them out of the content columns.
The CSS
/* I D E N T I F I E R */
.pic p, .caption {
font-size: 11px;
line-height: 16px;
font-family: Verdana, Arial, sans-serif;
color: #666;
margin: 4px 0 10px;
}
/* P L A C E M E N T */
.left {float: left; margin-right: 20px;}
.right {float: right; margin-left: 20px;}
.right.inset {margin: 0 120px 0 20px;} /* img floated right within text */
.left.inset {margin-left: 230px;} /* img floated left within text */
/* S I Z E */
.one {width: 100px;}
.two {width: 210px;}
.three {width: 320px;}
.four {width: 430px;}
.five {width: 540px;}
.six {width: 650px;}
.seven {width: 760px;}
.eight {width: 870px;}
/* A D D I T I O N S */
.frame {border: 1px solid #999;}
.solo img {margin-bottom: 20px;}
In Use
You can already see how powerful this approach can be. If you want an image and a caption on the left to stretch over half of the page, you would use:
<div class="pic four left">
<img src="image.jpg" />
<p>Caption goes here.</p>
</div>
Or, for that same image with a border and no caption:
<img src="image.jpg" class="pic four left frame solo"/>
You just tack on the classes that contain the qualities you need. And because we’ve kept each class so simple, we can apply these same stylings to other elements too:
<p class="caption two left">Caption goes here.</p>
Caveats
Obviously there are some potential semantic hang-ups with these methods. While classes like pic and caption stem the tide a bit, others like left and right are tougher to justify. This is something that you have to decide for yourself; I’m fine with the occasional four or left class because I think there’s a good tradeoff. Just as a fully semantic solution to this problem would likely be imperfect, this solution is imperfect from the other side of the semantic fence. Additionally, IE6 doesn’t understand the chain of classes within a CSS selector (like .right.inset). If you need to support IE6, you may have to write a few more CSS rules to accommodate any discrepancies.
Opportunities
This is clearly a simple example, but starting with a modular foundation like this leaves the door open for opportunity. We’ve created a highly flexible and human-readable system for layout manipulation. Obviously, this is something that would need to be tailored to the spacing and sizes of your site, but the systematic approach is very powerful, especially for editorial websites whose articles might have lots of images of varying sizes. It may not get us fully to the flexibility of WYSIWYG print layouts, but methods like this point us in a direction of designs that can adapt to the needs of the content.
View the example: without grid and with grid. |
2008 |
Jason Santa Maria |
jasonsantamaria |
2008-12-15T00:00:00+00:00 |
https://24ways.org/2008/making-modular-layout-systems/ |
process |
| 101 |
Easing The Path from Design to Development |
As a web developer, I have the pleasure of working with a lot of different designers. There has been a lot of industry discussion of late about designers and developers, focusing on how different we sometimes are and how the interface between our respective phases of a project (that is to say moving from a design phase into production) can sometimes become a battleground.
I don’t believe it has to be a battleground. It’s actually more like being a dance partner – our steps are different, but as long as we know our own part and have a little knowledge of our partner’s steps, it all goes together to form a cohesive dance. Albeit with less spandex and fewer sequins (although that may depend on the project in question).
As the process usually flows from design towards development, it’s most important that designers have a little knowledge of how the site is going to be built. At the specialist web development agency I’m part of, we find that designs that have been well considered from a technical perspective help to keep the project on track and on budget.
Based on that experience, I’ve put together my checklist of things that designers should consider before handing their work over to a developer to build.
Layout
One rookie mistake made by traditionally trained designers transferring to the web is to forget a web browser is not a fixed medium. Unlike designing a magazine layout or a piece of packaging, there are lots of available options to consider. Should the layout be fluid and resize with the window, or should it be set to a fixed width? If it’s fluid, which parts expand and which not? If it’s fixed, should it sit in the middle of the window or to one side?
If any part of the layout is going to be flexible (get wider and narrower as required), consider how any graphics are affected. Images don’t usually look good if displayed at anything other that their original size, so should they behave? If a column is going to get wider than it’s shown in the Photoshop comp, it may be necessary to provide separate wider versions of any background images.
Text size and content volume
A related issue is considering how the layout behaves with both different sizes of text and different volumes of content. Whilst text zooming rather than text resizing is becoming more commonplace as the default behaviour in browsers, it’s still a fundamentally important principal of web design that we are suggesting and not dictating how something should look. Designs must allow for a little give and take in the text size, and how this affects the design needs to be taken into consideration.
Keep in mind that the same font can display differently in different places and platforms. Something as simple as Times will display wider on a Mac than on Windows. However, the main impact of text resizing is the change in how much vertical space copy takes up. This is particularly important where space is limited by the design (making text bigger causes many more problems than making text smaller). Each element from headings to box-outs to navigation items and buttons needs to be able to expand at least vertically, if not horizontally as well. This may require some thought about how elements on the page may wrap onto new lines, as well as again making sure to provide extended versions of any graphical elements.
Similarly, it’s rare theses days to know exactly what content you’re working with when a site is designed. Many, if not most sites are designed as a series of templates for some kind of content management system, and so designs cannot be tweaked around any specific item of content. Designs must be able to cope with both much greater and much lesser volumes of content that might be thrown in at the lorem ipsum phase.
Particular things to watch out for are things like headings (how do they wrap onto multiple lines) and any user-generated items like usernames. It can be very easy to forget that whilst you might expect something like a username to be 8-12 characters, if the systems powering your site allow for 255 characters they’ll always be someone who’ll go there. Expect them to do so.
Again, if your site is content managed or not, consider the possibility that the structure might be expanded in the future. Consider how additional items might be added to each level of navigation. Whilst it’s rarely desirable to make significant changes without revisiting the site’s information architecture more thoroughly, it’s an inevitable fact of life that the structure needs a little bit of flexibility to change over time.
Interactions with and without JavaScript
A great number of sites now make good use of JavaScript to streamline the user interface and make everything just that touch more usable. Remember, though, that any developer worth their salt will start by building the interface without JavaScript, get it all working, and then layer that JavaScript on top. This is to allow for users viewing the site without JavaScript available or enabled in their browser.
Designers need to consider both states of any feature they’re designing – how it looks and functions with and without JavaScript. If the feature does something fancy with Ajax, consider how the same can be achieved with basic HTML forms, links and intermediary pages. These all need to be designed, because this is how some of your users will interact with the site.
Logged in and logged out states
When designing any type of web application or site that has a membership system – that is to say users can create an account and log into the site – the design will need to consider how any element is presented in both logged in and logged out states. For some items there’ll be no difference, whereas for others there may be considerable differences.
Should an item be hidden completely not logged out users? Should it look different in some way? Perhaps it should look the same, but prompt the user to log in when they interact with it. If so, what form should that prompt take on and how does the user progress through the authentication process to arrive back at the task they were originally trying to complete?
Couple logged in and logged out states with the possible absence of JavaScript, and every feature needs to be designed in four different states:
Logged out with JavaScript available
Logged in with JavaScript available
Logged out without JavaScript available
Logged in without JavaScript available
Fonts
There are three main causes of war in this world; religions, politics and fonts. I’ve said publicly before that I believe the responsibility for this falls squarely at the feet of Adobe Photoshop. Photoshop, like a mistress at a brothel, parades a vast array of ropey, yet strangely enticing typefaces past the eyes of weak, lily-livered designers, who can’t help but crumble to their curvy charms.
Yet, on the web, we have to be a little more restrained in our choice of typefaces. The purest solution is always to make the best use of the available fonts, but this isn’t always the most desirable solution from a design point of view. There are several technical solutions such as techniques that utilise Flash (like sIFR), dynamically generated images and even canvas in newer browsers. Discuss the best approach with your developer, as every different technique has different trade-offs, and this may impact the design in other ways.
Messaging
Any site that has interactive elements, from a simple contact form through to fully featured online software application, involves some kind of user messaging. By this I mean the error messages when something goes wrong and the success and thank-you messages when something goes right. These typically appear as the result of an interaction, so are easy to forget and miss off a Photoshop comp.
For every form, consider what gets displayed to the user if they make a mistake or miss something out, and also what gets displayed back when the interaction is successful. What do they see and where do the go next?
With Ajax interactions, the user doesn’t get any visual feedback of the site waiting for a response from the server unless you design it that way. Consider using a ‘waiting’ or ‘in progress’ spinner to give the user some visual feedback of any background processes. How should these look? How do they animate?
Similarly, also consider the big error pages like a 404. With luck, these won’t often be seen, but it’s at the point that they are when careful design matters the most.
Form fields
Depending on the visual style of your site, the look of a browser’s default form fields and buttons can sometimes jar. It’s understandable that many a designer wants to change the way they look. Depending on the browser in question, various things can be done to style form fields and their buttons (although it’s not as flexible as most would like).
A common request is to replace the default buttons with a graphical button. This is usually achievable in most cases, although it’s not easy to get a consistent result across all browsers – particularly when it comes to vertical positioning and the space surrounding the button. If the layout is very precise, or if space is at a premium, it’s always best to try and live with the browser’s default form controls.
Whichever way you go, it’s important to remember that in general, each form field should have a label, and each form should have a submit button. If you find that your form breaks either of those rules, you should double check.
Practical tips for handing files over
There are a couple of basic steps that a design can carry out to make sure that the developer has the best chance of implementing the design exactly as envisioned.
If working with Photoshop of Fireworks or similar comping tool, it helps to group and label layers to make it easy for a developer to see which need to be turned on and off to get to isolate parts of the page and different states of the design. Also, if you don’t work in the same office as your developer (and so they can’t quickly check with you), provide a PDF of each page and state so that your developer can see how each page should look aside from any confusion with quick layers are switched on or off. These also act as a handy quick reference that can be used without firing up Photoshop (which can kill both productivity and your machine).
Finally, provide a colour reference showing the RGB values of all the key colours used throughout the design. Without this, the developer will end up colour-picking from the comps, and could potentially end up with different colours to those you intended. Remember, for a lot of developers, working in a tool like Photoshop is like presenting a designer with an SSH terminal into a web server. It’s unfamiliar ground and easy to get things wrong. Be the expert of your own domain and help your colleagues out when they’re out of their comfort zone. That goes both ways.
In conclusion
When asked the question of how to smooth hand-over between design and development, almost everyone who has experienced this situation could come up with their own list. This one is mine, based on some of the more common experiences we have at edgeofmyseat.com. So in bullet point form, here’s my checklist for handing a design over.
Is the layout fixed, or fluid?
Does each element cope with expanding for larger text and more content?
Are all the graphics large enough to cope with an area expanding?
Does each interactive element have a state for with and without JavaScript?
Does each element have a state for logged in and logged out users?
How are any custom fonts being displayed? (and does the developer have the font to use?)
Does each interactive element have error and success messages designed?
Do all form fields have a label and each form a submit button?
Is your Photoshop comp document well organised?
Have you provided flat PDFs of each state?
Have you provided a colour reference?
Are we having fun yet? |
2008 |
Drew McLellan |
drewmclellan |
2008-12-01T00:00:00+00:00 |
https://24ways.org/2008/easing-the-path-from-design-to-development/ |
process |
| 107 |
Using Google App Engine as Your Own Content Delivery Network |
Do you remember, years ago, when hosting was expensive, domain names were the province of the rich, and you hosted your web pages on Geocities? It seems odd to me now that there was a time when each and every geek didn’t have his own top-level domain and super hosting setup. But as the parts became more and more affordable a man could become an outcast if he didn’t have his own slightly surreal-sounding TLD.
And so it will be in the future when people realise with surprise there was a time before affordable content delivery networks.
A content delivery network, or CDN, is a system of servers spread around the world, serving files from the nearest physical location. Instead of waiting for a file to find its way from a server farm in Silicon Valley 8,000 kilometres away, I can receive it from London, Dublin, or Paris, cutting down the time I wait. The big names — Google, Yahoo, Amazon, et al — use CDNs for their sites, but they’ve always been far too expensive for us mere mortals. Until now.
There’s a service out there ready for you to use as your very own CDN. You have the company’s blessing, you won’t need to write a line of code, and — best of all — it’s free. The name? Google App Engine.
In this article you’ll find out how to set up a CDN on Google App Engine. You’ll get the development software running on your own computer, tell App Engine what files to serve, upload them to a web site, and give everyone round the world access to them.
Creating your first Google App Engine project
Before we do anything else, you’ll need to download the Google App Engine software development kit (SDK). You’ll need Python 2.5 too — you won’t be writing any Python code but the App Engine SDK will need it to run on your computer. If you don’t have Python, App Engine will install it for you (if you use Mac OS X 10.5 or a Linux-based OS you’ll have Python; if you use Windows you won’t).
Done that? Excellent, because that’s the hardest step. The rest is plain sailing.
You’ll need to choose a unique ‘application id’ — nothing more than a name — for your project. Make sure it consists only of lowercase letters and numbers. For this article I’ll use 24ways2008, but you can choose anything you like.
On your computer, create a folder named after your application id. This folder can be anywhere you want: your desktop, your documents folder, or wherever you usually keep your web files. Within your new folder, create a folder called assets, and within that folder create three folders called images, css, and javascript. These three folders are the ones you’ll fill with files and serve from your content delivery network. You can have other folders too, if you like.
That will leave you with a folder structure like this:
24ways2008/
assets/
css/
images/
javascript/
Now you need to put a few files in these folders, so we can later see our CDN in action. You can put anything you want in these folders, but for this example we’ll include an HTML file, a style sheet, an image, and a Javascript library.
In the top-level folder (the one I’ve called 24ways2008), create a file called index.html. Fill this with any content you want. In the assets/css folder, create a file named core.css and throw in a couple of CSS rules for good measure. In the assets/images directory save any image that takes your fancy — I’ve used the silver badge from the App Engine download page. Finally, to fill the JavaScript folder, add in this jQuery library file. If you’ve got the time and the inclination, you can build a page that uses all these elements.
So now we should have a set of files and folders that look something like this:
24ways2008/
assets/
index.html
css/
core.css
images/
appengine-silver-120x30.gif
javascript/
jquery-1.2.6.min.js
Which leaves us with one last file to create. This is the important one: it tells App Engine what to do with your files. It’s named app.yaml, it sits at the top-level (inside the folder I’ve named 24ways2008), and it needs to include these lines:
application: 24ways2008
version: 1
runtime: python
api_version: 1
handlers:
- url: /
static_files: assets/index.html
upload: assets/index.html
- url: /
static_dir: assets
You need to make sure you change 24ways2008 on the first line to whatever you chose as your application id, but otherwise the content of your app.yaml file should be identical. And with that, you’ve created your first App Engine project. If you want it, you can download a zip file containing my project.
Testing your project
As it stands, your project is ready to be uploaded to App Engine. But we couldn’t call ourselves professionals if we didn’t test it, could we? So, let’s put that downloaded SDK to good use and run the project from your own computer.
One of the files you’ll find App Engine installed is named dev_appserver.py, a Python script used to simulate App Engine on your computer. You’ll find lots of information on how to do this in the documentation on the development web server, but it boils down to running the script like so (the space and the dot at the end are important):
dev_appserver.py .
You’ll need to run this from the command-line: Mac users can run the Terminal application, Linux users can run their favourite shell, and Windows users will need to run it via the Command Prompt (open the Start menu, choose ‘Run…’, type ‘cmd‘, and click ‘OK’). Before you run the script you’ll need to make sure you’re in the project folder — in my case, as I saved it to my desktop I can go there by typing
cd ~/Desktop/24ways2008
in my Mac’s Terminal app; if you’re using Windows you can type
cd "C:\Documents and Settings\username\Desktop\24ways2008"
If that’s successful, you’ll see a few lines of output, the last looking something like this:
INFO 2008-11-22 14:35:00,830 dev_appserver_main.py] Running application 24ways2008 on port 8080: http://localhost:8080
Now you can power up your favourite browser, point it to http://localhost:8080/, and you’ll see the page you saved as index.html. You’ll also find your CSS file at http://localhost:8080/css/core.css. In fact, anything you put inside the assets folder in the project will be accessible from this domain. You’re running our own App Engine web server!
Note that no-one else will be able to see your files: localhost is a special domain that you can only see from your computer — and once you stop the development server (by pressing Control–C) you’ll not be able to see the files in your browser until you start it again.
You might notice a new file has turned up in your project: index.yaml. App Engine creates this file when you run the development server, and it’s for internal App Engine use only. If you delete it there are no ill effects, but it will reappear when you next run the development server. If you’re using version control (e.g. Subversion) there’s no need to keep a copy in your repository.
So you’ve tested your project and you’ve seen it working on your own machine; now all you need to do is upload your project and the world will be able to see your files too.
Uploading your project
If you don’t have a Google account, create one and then sign in to App Engine. Tell Google about your new project by clicking on the ‘Create an Application’ button. Enter your application id, give the application a name, and agree to the terms and conditions. That’s it. All we need do now is upload the files.
Open your Mac OS X Terminal, Windows Command Prompt, or Linux shell window again, move to the project folder, and type (again, the space and the dot at the end are important):
appcfg.py update .
Enter your email address and password when prompted, and let App Engine do it’s thing. It’ll take no more than a few seconds, but in that time App Engine will have done the equivalent of logging in to an FTP server and copying files across. It’s fairly understated, but you now have your own project up and running. You can see mine at http://24ways2008.appspot.com/, and everyone can see yours at http://your-application-id.appspot.com/. Your files are being served up over Google’s content delivery network, at no cost to you!
Benefits of using Google App Engine
The benefits of App Engine as a CDN are obvious: your own server doesn’t suck up the bandwidth, while your visitors will appreciate a faster site. But there are also less obvious benefits.
First, once you’ve set up your site, updating it is an absolute breeze. Each time you update a file (or a batch of files) you need only run appcfg.py to see the changes appear on your site. To paraphrase Joel Spolsky, a good web site must be able to be updated in a single step. Many designers and developers can’t make that claim, but with App Engine, you can.
App Engine also allows multiple people to work on one application. If you want a friend to be able to upload files to your site you can let him do so without giving him usernames and passwords — all he needs is his own Google account. App Engine also gives you a log of all actions taken by collaborators, so you can see who’s made updates, and when.
Another bonus is the simple version control App Engine offers. Do you remember the file named app.yaml you created a while back? The second line looked like this:
version: 1
If you change the version number to 2 (or 3, or 4, etc), App Engine will keep a copy of the last version you uploaded. If anything goes wrong with your latest version, you can tell App Engine to revert back to that last saved version. It’s no proper version control system, but it could get you out of a sticky situation.
One last thing to note: if you’re not happy using your-application-id.appspot.com as your domain, App Engine will quite happily use any domain you own.
The weak points of Google App Engine
In the right circumstances, App Engine can be a real boon. I run my own site using the method I’ve discussed above, and I’m very happy with it. But App Engine does have its disadvantages, most notably those discussed by Aral Balkan in his post ‘Why Google App Engine is broken and what Google must do to fix it‘.
Aral found the biggest problems while using App Engine as a web application platform; I wouldn’t recommend using it as such either (at least for now) but for our purposes as a CDN for static files, it’s much more worthy. Still, App Engine has two shortcomings you should be aware of.
The first is that you can’t host a file larger than one megabyte. If you want to use App Engine to host that 4.3MB download for your latest-and-greatest desktop software, you’re out of luck. The only solution is to stick to smaller files.
The second problem is the quota system. Google’s own documentation says you’re allowed 650,000 requests a day and 10,000 megabytes of bandwidth in and out (20,000 megabytes in total), which should be plenty for most sites. But people have seen sites shut down temporarily for breaching quotas — in some cases after inexplicable jumps in Google’s server CPU usage. Aral, who’s seen it happen to his own sites, seemed genuinely frustrated by this, and if you measure your hits in the hundreds of thousands and don’t want to worry about uptime, App Engine isn’t for you.
That said, for most of us, App Engine offers a fantastic resource: the ability to host files on Google’s own content delivery network, at no charge.
Conclusion
If you’ve come this far, you’ve seen how to create a Google App Engine project and host your own files on Google’s CDN. You’ve seen the great advantages App Engine offers — an excellent content delivery network, the ability to update your site with a single command, multiple authors, simple version control, and the use of your own domain — and you’ve come across some of its weaknesses — most importantly the limit on file sizes and the quota system. All that’s left to do is upload those applications — but not before you’ve finished your Christmas shopping. |
2008 |
Matt Riggott |
mattriggott |
2008-12-06T00:00:00+00:00 |
https://24ways.org/2008/using-google-app-engine-as-your-own-cdn/ |
process |
| 112 |
User Styling |
During the recent US elections, Twitter decided to add an ‘election bar’ as part of their site design. You could close it if it annoyed you, but the action wasn’t persistent and the bar would always come back like a bad penny.
The solution to common browsing problems like this is CSS. ‘User styling’ (or the creepy ‘skinning’) is the creation of CSS rules to customise and personalise a particular domain. Aside from hiding adverts and other annoyances, there are many reasons for taking the time and effort to do it:
Improving personal readability by changing text size and colour
Personalising the look of a web app like GMail to look less insipid
Revealing microformats
Sport! My dreams of site skinning tennis are not yet fully realised, but it’ll be all the rage by next Christmas, believe me.
Hopefully you’re now asking “But how? HOW?!”. The process of creating a site skin is roughly as follows:
See something you want to change
Find out what it’s called, and if any rules already apply to it
Write CSS rule(s) to override and/or enhance it.
Apply the rules
So let’s get stuck in…
See something
Let’s start small with Multimap.com. Look at that big header – it takes up an awful lot of screen space doesn’t it?
No matter, we can fix it.
Tools
Now we need to find out where that big assed header is in the DOM, and make overriding CSS rules. The best tool I’ve found yet is the Mac OS X app, CSS Edit. It utilises a slick ‘override stylesheets’ function and DOM Inspector. Rather than give you all the usual DOM inspection tools, CSS Edit’s is solely concerned with style. Go into ‘X-Ray’ mode, click an element, and look at the inspector window to see every style rule governing it. Click the selector to be taken to where it lives in the CSS. It really is a user styling dream app.
Having said all that, you can achieve all this with free, cross platform tools – namely Firefox with the Firebug and Stylish extensions. We’ll be using them for these examples, so make sure you have them installed if you want to follow along.
Using Firebug, we can see that the page is very helpfully marked up, and that whole top area is simply a div with an ID of header.
Change Something
When you installed Stylish, it added a page and brush icon to your status bar. Click on that, and choose Write Style > for Multimap.com. The other options allow you to only create a style for a particular part of a website or URL, but we want this to apply to the whole of Multimap:
The ‘Add Style’ window then pops up, with the @-moz-document query at the top:
@namespace url(http://www.w3.org/1999/xhtml);
@-moz-document domain("multimap.com") {
}
All you need to do is add the CSS to hide the header, in between the curly brackets.
@namespace url(http://www.w3.org/1999/xhtml);
@-moz-document domain("multimap.com") {
#header {display: none;}
}
A click of the preview button shows us that it’s worked! Now the map appears further up the page. The ethics of hiding adverts is a discussion for another time, but let’s face it, when did you last whoop at the sight of a banner?
Make Something Better
If we’re happy with our modifications, all we need to do is give it a name and save. Whenever you visit Multimap.com, the style will be available. Stylish also allows you to toggle a style on/off via the status bar menu. If you feel you want to share this style with the world, then userstyles.org is the place to do it. It’s a grand repository of customisations that Stylish connects with. Whenever you visit a site, you can see if anyone else has written a style for it, again, via the status bar menu “Find Styles for this Page”. Selecting this with “BBC News” shows that there are plenty of options, ranging from small layout tweaks to redesigns:
What’s more, whenever a style is updated, Stylish will notify you, and offer a one-click process to update it. This does only work in Firefox and Flock, so I’ll cover ways of applying site styles to other browsers later.
Specific Techniques
Important!
In the Multimap example there wasn’t a display specified on that element, but it isn’t always going to be that easy. You may have spent most of your CSS life being a good designer and not resorting to adding !important to give your rule priority. There’s no way to avoid this in user styling – if you’re overriding an existing rule it’s a necessity! Be prepared to be typing !important a lot.
Star Selector
The Universal Selector is a particularly useful way to start a style. For example, if we want to make Flickr use Helvetica before Arial (as they should’ve done!), we can cover all occurrences with just one rule:
* {font-family: "Helvetica Neue", Helvetica, sans-serif !important;}
You can also use it to select ‘everything within an element’, by placing it after the element name:
#content * {font-family: "Helvetica Neue", Helvetica, sans-serif !important;}
Swapping Images
If you’re changing something a little more complex, such as Google Reader, then at some point you’ll probably want to change an <img>. The technique for replacing an image involves:
making your replacement image the background of the <img> tag
adding padding top and left to the size of you image to push the ‘top’ image away
making the height and width zero.
The old image is then pushed out of the way and hidden from view, allowing the replacement in the background to be revealed. Targeting the image may require using an attribute selector:
img[src="/reader/ui/3544433079-tree-view-folder-open.gif"] {
padding: 16px 0 0 16px;
width: 0 !important;
height: 0 !important;
background-image: url(data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAABAAAAAQCAYA
AAAf8/9hAAAABHNCSVQICAgIfAhkiAAAAAlwSFlzAAALEgAACxIB0t1+/AAAA
Bx0RVh0U29mdHdhcmUAQWRvYmUgRmlyZXdvcmtzIENTM5jWRgMAAAAVdE
VYdENyZWF0aW9uIFRpbWUAMjkvNi8wOJJ/BVgAAAG3SURBVDiNpZIhb5RBEIaf
2W+vpIagIITSBIHBgsGjEYQaFLYShcITDL+ABIPnh4BFN0GQNFA4Cnf3fbszL2L3
jiuEVLDJbCazu8+8Mzsmif9ZBvDy7bvXlni0HRe8eXL/zuPzABng62J5kFKaAQS
QgJAOgHMB9vDZq+d71689Hcyw9LfAZAYdioE10VSJo6OPL/KNvSuHD+7dhU
0vHEsDUUWJChIlYJIjFx5BuMB2mJY/DnMoOJl/R147oBUR0QAm8LAGCOEh3IO
ULiAl8jSOy/nPetGsbGRKjktEiBCEHMlQj4loCuu4zCXCi4lUHTNDtGqEiACTqAFSI
OgAUAKv4bkWVy2g6tAbJtGy0TNugM3HADmlurKH27dVZSecxjboXggiAsMItR
h99wTILdewYRpXVJWtY85k7fPW8e1GpJFJacgesXs6VYYomz9G2yDhwPB7NEB
BDAMK7WYJlisYVBCpfaJBeB+eocFyVyAgCaoMCTJSTOOCWSyILrAnaXpSexRsx
GGAZ0AR+XT+5fjzyfwSpnUB/1w64xizVI/t6q3b+58+vJ96mWtLf9haxNoc8M
v7N3d+AT4XPcFIxghoAAAAAElFTkSuQmCC) no-repeat !important;
}
Woah boy! What was all that gubbins in the background-image? It was a Data URI, and you can create these easily with Hixie’s online tool. It’s simply the image translated into text so that it can be embedded in the CSS, cutting down on the number of http requests. It’s also a necessity with Mozilla browsers, as they don’t allow user CSS to reference images stored locally. Converting images to URI’s avoids this, as well as making a style easily portable – no images folder to pass around.
Don’t forget all your other CSS techniques at your disposal: inserting your own content with :before and :after pseudo classes, make elements semi-transparent with opacity and round box corners without hacking . You can have fun, and for once, enjoy the freedom of not worrying about IE!
User styling without Stylish
Instead of using the Stylish extension, you can add rules to the userContent.css file, or use @import in that file to load a separate stylesheet. You can find this is in /Library/Application Support/Camino/chrome/ on OS X, or C/Program Files/Mozilla Firefox/Chrome on Windows. This is only way to apply user styles in Camino, but what about other browsers?
Opera & Omniweb:
Both allow you to specify a custom CSS file as part of the site’s preferences. Opera also allows custom javascript, using the same syntax as Greasemonkey scripts (more on that below)
Safari
There are a few options here: the PithHelmet and SafariStand haxies both allow custom stylesheets, or alternatively, a Greasemonkey style user script can employed via GreaseKit. The latter is my favoured solution on my Helvetireader theme, as it can allow for more prescriptive domain rules, just like the Mozilla @-moz-document method. User scripts are also the solution supported by the widest range of browsers.
What now?
Hopefully I’ve given you enough information for you to be able start making your own styles. If you want to go straight in and tackle the ‘Holy Grail’, then off with you to GMail – I get more requests to theme that than anything else!
If you’re a site author and want to encourage this sort of tom foolery, a good way is to provide a unique class or ID name with the body tag:
<body id="journal" class="hicksdesign-co-uk">
This makes it very easy to write rules that only apply to that particular site. If you wanted to use Safari without any of the haxies mentioned above, this method means you can include rules in a general CSS file (chosen via Preferences > Advanced > Stylesheet) without affecting other sites.
One final revelation on user styling – it’s not just for web sites. You can tweak the UI of Firefox itself with the userChrome.css. You’ll need to use the in-built DOM Inspector instead of Firebug to inspect the window chrome, instead of a page. Great if you want to make small tweaks (changing the size of tab text for example) without creating a full blown theme. |
2008 |
Jon Hicks |
jonhicks |
2008-12-03T00:00:00+00:00 |
https://24ways.org/2008/user-styling/ |
process |
| 119 |
Rocking Restrictions |
I love my job. I live my job. For every project I do, I try to make it look special. I’ll be honest: I have a fetish for comments like “I never saw anything like that!” or, “I wish I thought of that!”. I know, I have an ego-problem. (Eleven I’s already)
But sometimes, you run out of inspiration. Happens to everybody, and everybody hates it. “I’m the worst designer in the world.” “Everything I designed before this was just pure luck!” No it wasn’t.
Countless articles about finding inspiration have already been written. Great, but they’re not the magic potion you’d expect them to be when you need it. Here’s a list of small tips that can have immediate effect when applying them/using them. Main theme: Liberate yourself from the designers’ block by restricting yourself.
Do’s
Grids
If you aren’t already using grids, you’re doing something wrong. Not only are they a great help for aligning your design, they also restrict you to certain widths and heights. (For more information about grids, I suggest you read Mark Boulton’s series on designing grid systems. Oh, he’s also publishing a book I think.)
So what’s the link between grids and restrictions? Instead of having the option to style a piece of layout with a width of 1 to 960 pixels, you have to choose from values like 60 pixels, 140, 220, 300, …
Start small
Having a hard time finding a style for the layout, why don’t you start with one small object? No, not that small object, I meant a piece of a form, or a link, or try styling your headers (h1 – h6).
Let’s take a submit button of a form: it’s small, but needs much attention. People will click it. People will hover it. Maybe sometimes it’s disabled? Also: a button needs to look like a button, so typically it requires more styling then a regular link. Once you’ve got the button, move on, following the button’s style.
Color palettes
There are lots of resources on the web for finding inspiration for color palettes. Some of the most famous are COLOURlovers, wear palettes and Adobe’s Kuler. Browse through them (or create your own from a picture), pick a color palette you like and which works with the subject you’re handling, and stick with it. 4-5 colors, maybe with some tonal variations, but that’s it.
Fonts
There aren’t many fonts available for the web (Richard Rutter has a great article on this subject), but you’d be surprised how long they go. A simple text-transform: uppercase; or font-style: italic; can change a dull looking font into something entirely fresh.
Play around with the fonts you want to use and the variations you’ll be using, and make a list. Pick five combinations of fonts and their variations, and stick with them throughout the layout.
Single-task
Most of us use multiple monitors. They’re great to increase productivity, but make it harder to focus on a single task. Here’s what you do: try using only your smallest monitor. Maybe it’s the one from your laptop, maybe it’s an old 1024×768 you found in the attic. Having Photoshop (or Fireworks or…) taking over your entire workspace blocks out all the other distractions on your screen, and works quite liberating.
Mute everything…
…but not entirely. I noticed I was way more focused when I set NetNewsWire to refresh it’s feeds only once every two hours. After two hours, I need a break anyway. Turning off Twitterrific was a mistake, as it’s my window to the world, and it’s the place where the people I like to call colleagues live. You can’t exactly ask them to bring you a cup of coffee when they go to the vending machine, but they do keep you fresh, and it stops you from going human-shy. Instead I changed the settings to not play a notification sound when new Tweets arrive so it doesn’t disturb me when I’m zoning.
Don’ts
CSS galleries
Don’t start browsing all kinds of CSS galleries. Either you’ll feel bad, or you just start using elements in a way you can’t call “inspired” anymore. Instead gather your own collection of inspiration. Example: I use LittleSnapper in which I dump everything I find inspiring. This goes from a smart layout idea, to a failed picture someone posted on Flickr. Everything is inspiring.
Panicking
Don’t panic. It’s the worst thing you could do. Instead, get away from the computer, and go to bed early. A good night of sleep combined with a hot/cold shower can give you a totally new perspective on a design. Got a deadline by tomorrow? Well, you should’ve started earlier. Got a good excuse to start on this design this late? Tell your client it was either that or a bad design.
120-hour work-week
Don’t work all day long, including evenings and early mornings. Write off that first hour, you don’t really think you’ll get anything productive done before 9AM?! I don’t even think you should work on one and the same design all day long. If you’re stuck, try working in blocks of 1 or 2 hours on a certain design. Mixing projects isn’t for everyone, but it might just do the trick for you.
Summary
Use grids, not only for layout purposes.
Pick a specific element to start with.
Use a colour palette.
Limit the amount of fonts and variations you’ll use.
Search for the smallest monitor around, and restrict yourself to that one.
Reduce the amount of noise.
Don’t start looking on the internet for inspiration. Build your own little inspirarchive.
Work in blocks. |
2008 |
Tim Van Damme |
timvandamme |
2008-12-14T00:00:00+00:00 |
https://24ways.org/2008/rocking-restrictions/ |
process |
| 120 |
Easier Page States for Wireframes |
When designing wireframes for web sites and web apps, it is often overlooked that the same ‘page’ can look wildly different depending on its context. A logged-in page will look different from a logged-out page; an administrator’s view may have different buttons than a regular user’s view; a power user’s profile will be more extensive than a new user’s.
These different page states need designing at some point, especially if the wireframes are to form a useful communication medium between designer and developer. Documenting the different permutations can be a time consuming exercise involving either multiple pages in one’s preferred box-and-arrow software, or a fully fledged drawing containing all the possible combinations annotated accordingly.
Enter interactive wireframes and Polypage
Interactive wireframes built in HTML are a great design and communication tool. They provide a clickable prototype, running in the browser as would the final site. As such they give a great feel for how the site will be to use. Once you add in the possibilities of JavaScript and a library such as jQuery, they become even more flexible and powerful.
Polypage is a jQuery plugin which makes it really easy to design multiple page states in HTML wireframes. There’s no JavaScript knowledge required (other than cutting and pasting in a few lines). The page views are created by simply writing all the alternatives into your HTML page and adding special class names to apply state and conditional view logic to the various options.
When the page is loaded Polypage automatically detects the page states defined by the class names and creates a control bar enabling the user to toggle page states with the click of a mouse or the clack of a keyboard.
Using cookies by way of the jQuery cookie plugin, Polypage retains the view state throughout your prototype. This means you could navigate through your wireframes as if you were logged out; as if you were logged in as an administrator; with notes on or off; or with any other view or state you might require. The possibilities are entirely up to you.
How does it work?
Firstly you need to link to jQuery, the jQuery cookie plugin and to Polypage. Something like this:
<script src="javascripts/jquery-1.2.6.min.js" type="text/javascript"></script>
<script src="javascripts/cookie.jquery.js" type="text/javascript"></script>
<script src="javascripts/polypage.jquery.js" type="text/javascript"></script>
Then you need to initialise Polypage on page load using something along these lines:
<script type="text/javascript">
$(document).ready(function() {
$.polypage.init();
});
</script>
Next you need to define the areas of your wireframe which are particular to a given state or view. Do this by applying classes beginning with pp_. Polypage will ignore all other classes in the document.
The pp_ prefix should be followed by a state name. This can be any text string you like, bearing in mind it will appear in the control bar. Typical page states might include ‘logged_in’, ‘administrator’ or ‘group_owner’. A complete class name would therefore look something like pp_logged_in.
Examples
If a user is logged in, you might want to specify an option for him or her to sign out. Using Polypage, this could be put in the wireframe as follows:
<a href="logout" class="pp_logged_in"> Sign out </a>
Polypage will identify the pp_logged_in class on the link and hide it (as the ‘Sign out’ link should only be shown when the page is in the ‘logged in’ view). Polypage will then automatically write a ‘logged in’ toggle to the control bar, enabling you to show or hide the ‘Sign out’ link by toggling the ‘logged in’ view. The same will apply to all content marked with a pp_logged_in class.
States can also be negated by adding a not keyword to the class name. For example you might want to provide a log in link for users who are not signed in. Using Polypage, you would insert the not keyword after the pp prefix as follows:
<a href="login" class="pp_not_logged_in"> Login </a>
Again Polypage identifies the pp prefix but this time sees that the ‘Login’ link should not be shown when the ‘logged in’ state is selected.
States can also be joined together to add some basic logic to pages. The syntax follows natural language and uses the or and and keywords in addition to the afore-mentioned not. Some examples would be pp_logged_in_and_admin, pp_admin_or_group_owner and pp_logged_in_and_not_admin.
Finally, you can set default states for a page by passing an array to the polypage.init() function like this:
$.polypage.init(['logged_in', 'admin']);
You can see a fully fledged example in this fictional social network group page. The example page defaults to a logged in state. You can see the logged out state by toggling ‘logged in’ off in the Polypage control bar. There are also views specified for a group member, a group admin, a new group and notes.
Where can I get hold of it?
You can download the current version from GitHub.
Polypage was originally developed by Clearleft and New Bamboo, with particular contributions from Andy Kent and Natalie Downe. It has been used in numerous real projects, but it is still an early release so there is bound to be room for improvement. We’re pleased to say that Polypage is now an open source project so any feedback, particularly by way of actual improvements, is extremely welcome. |
2008 |
Richard Rutter |
richardrutter |
2008-12-11T00:00:00+00:00 |
https://24ways.org/2008/easier-page-states-for-wireframes/ |
process |
| 122 |
A Message To You, Rudy - CSS Production Notes |
When more than one designer or developer work together on coding an XHTML/CSS template, there are several ways to make collaboration effective. Some prefer to comment their code, leaving a trail of bread-crumbs for their co-workers to follow. Others use accompanying files that contain their working notes or communicate via Basecamp.
For this year’s 24ways I wanted to share a technique that I has been effective at Stuff and Nonsense; one that unfortunately did not make it into the final draft of Transcending CSS. This technique, CSS production notes, places your page production notes in one convenient place within an XHTML document and uses nothing more than meaningful markup and CSS.
Let’s start with the basics; a conversation between a group of people. In the absence of notes or conversation elements in XHTML you need to make an XHTML compound that will effectively add meaning to the conversation between designers and developers. As each person speaks, you have two elements right there to describe what has been said and who has spoken: <blockquote> and its cite attribute.
<blockquote cite="andy">
<p>This project will use XHTML1.0 Strict, CSS2.1 and all that malarkey.</p>
</blockquote>
With more than one person speaking, you need to establish a temporal order for the conversation. Once again, the element to do just that is already there in XHTML; the humble ordered list.
<ol id="notes">
<li>
<blockquote cite="andy">
<p>This project will use XHTML1.0 Strict, CSS2.1 and all that malarkey.</p>
</blockquote>
</li>
<li>
<blockquote cite="dan">
<p>Those bits are simple and bulletproof.</p>
</blockquote>
</li>
</ol>
Adding a new note is as simple as adding a new item to list, and if you prefer to add more information to each note, such as the date or time that the note was written, go right ahead. Place your note list at the bottom of the source order of your document, right before the closing <body> tag. One advantage of this approach over using conventional comments in your code is that all the notes are unobtrusive and are grouped together in one place, rather than being spread throughout your document.
Basic CSS styling
For the first stage you are going to add some basic styling to the notes area, starting with the ordered list. For this design I am basing the look and feel on an instant messenger window.
ol#notes {
width : 300px;
height : 320px;
padding : .5em 0;
background : url(im.png) repeat;
border : 1px solid #333;
border-bottom-width : 2px;
-moz-border-radius : 6px; /* Will not validate */
color : #000;
overflow : auto;
}
ol#notes li {
margin : .5em;
padding : 10px 0 5px;
background-color : #fff;
border : 1px solid #666;
-moz-border-radius : 6px; /* Will not validate */
}
ol#notes blockquote {
margin : 0;
padding : 0;
}
ol#notes p {
margin : 0 20px .75em;
padding : 0;
}
ol#notes p.date {
font-size : 92%;
color : #666;
text-transform : uppercase;
}
Take a gander at the first example.
You could stop right there, but without seeing who has left the note, there is little context. So next, extract the name of the commenter from the <blockquote>’s cite attribute and display it before each note by using generated content.
ol#notes blockquote:before {
content : " "attr(cite)" said: ";
margin-left : 20px;
font-weight : bold;
}
Fun with more detailed styling
Now, with all of the information and basic styling in place, it’s time to have some fun with some more detailed styling to spruce up your notes. Let’s start by adding an icon for each person, once again based on their cite. First, all of the first paragraphs of a <blockquote>’s that includes a cite attribute are given common styles.
ol#notes blockquote[cite] p:first-child {
min-height : 34px;
padding-left : 40px;
}
Followed by an individual background-image.
ol#notes blockquote[cite="Andy"] p:first-child {
background : url(malarkey.png) no-repeat 5px 5px;
}
If you prefer a little more interactivity, add a :hover state to each <blockquote> and perhaps highlight the most recent comment.
ol#notes blockquote:hover {
background-color : #faf8eb;
border-top : 1px solid #fff;
border-bottom : 1px solid #333;
}
ol#notes li:last-child blockquote {
background-color : #f1efe2;
}
You could also adjust the style for each comment based on the department that the person works in, for example:
<li>
<blockquote cite="andy" class="designer">
<p>This project will use XHTML1.0 Strict, CSS2.1 and all that malarkey.</p>
</blockquote>
</li>
<li>
<blockquote cite="dan">
<p>Those bits are simple and bulletproof.</p>
</blockquote>
</li>
ol#notes blockquote.designer { border-color : #600; }
Take a look at the results of the second stage.
Show and hide the notes using CSS positioning
With your notes now dressed in their finest, it is time to tuck them away above the top of your working XHTML/CSS prototype so that you can reveal them when you need them, no JavaScript required. Start by moving the ordered list of notes off the top of the viewport leaving only a few pixels in view. It is also a good idea to make them semi-transparent by using the opacity property for browsers that have implemented it.
ol#notes {
position : absolute;
opacity : .25;
z-index : 2000;
top : -305px;
left : 20px;
}
Your last step is to add :hover and :focus dynamic pseudo-classes to reposition the list at the top of the viewport and restore full opacity to display them in their full glory when needed.
ol#notes:hover, ol#notes:focus {
top : 0;
opacity : 1;
}
Now it’s time to sit back, pour yourself a long drink and bask in the glory of the final result. Your notes are all stored in one handy place at the bottom of your document rather than being spread around your code. When your templates are complete, simply dive straight to the bottom and pull out the notes.
A Message To You, Rudy
Thank-you to everybody for making this a really great year for web standards. Have a wonderful holiday season.
Buy Andy Clarke’s book Transcending CSS from Amazon.com |
2006 |
Andy Clarke |
andyclarke |
2006-12-15T00:00:00+00:00 |
https://24ways.org/2006/css-production-notes/ |
process |
| 123 |
Fast and Simple Usability Testing |
Everyone knows by now that they should test the usability of their applications, but still hardly anybody actually does it. In this article I’ll share some tips I’ve picked up for doing usability tests quickly and effectively.
Relatively recent tools like Django and Ruby on Rails allow us to develop projects faster and to make significant changes later in the project timeline. Usability testing methods should now be adapted to fit this modern approach to development.
When to test
In an ideal world usability tests would be carried out frequently from an early stage of the project. Time and budget constraints lead this to be impractical; usability is often the first thing to get dropped from the project plan.
If you can only test at one stage in the project, whatever the size, the most valuable time is before your first public beta — leaving long enough to fix issues and not so late that you can’t rethink your scope.
There are three main categories of usability test:
Testing design mockups
Testing a new working application
Testing established applications
Each category requires a slightly different approach. For small modern web projects you are most likely to be testing a new working application. You will of course have already done functional tests so you won’t be worried about the user breaking things. The main differences between the categories apply in how you word The Script.
Testing an established application is the most fun in my opinion. Humans are remarkably adaptable and rapidly develop coping strategies to work around usability issues in software they are forced to use. Uncovering these strategies may lead you to understand previously unspoken needs of your users. Often small changes to the application will have a dramatic affect on their everyday lives.
Who to test
When you have built a project to scratch your own itch, your intended audience will be people just like you. Test subjects in this case should be easy to find – friends, co-workers etc.
This is not always the case; your users may not be like you at all. When they are not, it’s all the more important to run usability tests. Testing on friends, family and co-workers is better than not doing usability tests at all, but it can’t be compared to testing on actual samples of your intended audience. People who would use the system will provide more genuine feedback and deeper insight.
Never let your test subjects put themselves in the shoes of your ‘actual’ users. For example, you should discourage comments like “Well, I would do this BUT if I was a bus driver I’d do that”. Users are not qualified to put themselves in the position of others. Inaccurate data is often worse than no data.
Aim for five or six test subjects: any more and you probably won’t learn anything new; any less and you’re likely to be overwhelmed by issues stemming from people’s individual personalities.
The Script
The Script is a single side of A4 (or letter) paper, consisting of questions for your testers and reminders for yourself. Have a balance of task-based questions and expectation analysis. This helps maintain consistency across tests. Expectation analysis is more important for testing designs and new applications: “Where would you find X?”, “What would you expect to happen if you clicked on Y?”. In an established system users will probably know where these things are though it can still be illuminating to ask these questions though phrased slightly differently.
Task-based questions involve providing a task for the user to complete. If you are testing an established system it is a good idea to ask users to bring in tasks that they would normally perform. This is because the user will be more invested in the outcome of the task and will behave in a more realistic fashion. When designing tasks for new systems and designs ensure you only provide loose task details for the same reason. Don’t tell testers to enter “Chantelle”; have them use their own name instead. Avoid introducing bias with the way questions are phrased.
It’s a good idea to ask for users’ first impressions at the beginning of the test, especially when testing design mockups. “What are the main elements on the page?” or “What strikes you first?”.
You script should run for a maximum of 45 minutes. 30-35 minutes is better; after this you are likely to lose their attention. Tests on established systems can take longer as there is more to learn from them. When scheduling the test you will need to leave yourself 5 minutes between each one to collate your notes and prepare for the next. Be sure to run through the script beforehand.
Your script should be flexible. It is possible that during the test a trend will come to light that opens up whole new avenues of possible questioning. For example, during one initial test of an established system I noticed that the test subject had been printing off items from the application and placing them in a folder in date order (the system ordered alphabetically). I changed the script to ask future participants in that run, if they ever used external tools to help them with tasks within the system. This revealed a number of interesting issues that otherwise would not have been found.
Running the tests
Treat your test subjects like hedgehogs. Depending on your target audience they probably feel a little nervous and perhaps even scared of you. So make them a little nest out of straw, stroke their prickles and give them some cat food. Alternatively, reassure them that you are testing the system and that they can’t give a wrong answer. Reward them with a doughnut or jam tart at the end. Try to ensure the test environment is relaxed and quiet, but also as close as possible to the situation where they would actually use the system.
Have your subjects talk out loud is very important as you can’t read their minds, but it is a very unnatural process. To loosen up your subjects and get them talking in the way you want them to, try the Stapler Trick. Give them a stapler or similar item and ask them to open it, take the staples out, replace them, shut the stapler and staple some paper – talking all the time about what they see, what they expect to happen, what actually happens and how that matches up. Make them laugh at you.
Say how long the test will take up front, and tell your subject why you are doing it. After the test has been completed, conclude by thanking them for their time and assuring them that they were very useful. Then give them the sugary treat.
What to look for
Primarily, you should look out for incidents where the user stops concentrating on her tasks and starts thinking about the tool and how she is going to use it. For example, when you are hammering in a nail you don’t think about how to use a hammer; good software should be the same. Words like ‘it’ and ‘the system’ and are good indications that the test subject has stopped thinking about the task in hand. Note questioning words, especially where testers question their own judgement, “why can’t I find …”, “I expected to see …” etc. as this indicates that the work flow for the task may have broken down.
Also keep an eye on occasions where the user completely fails to do a task. They may need some prompting to unstick them, but you should be careful not to bias the test. These should be the highest priority issues for you to fix. If users recover from getting stuck, make a note of how they recovered. Prolonged periods of silence from the test subject may also require prompting as they should be talking all the time. Ask them what they are thinking or looking for but avoid words like ‘try’ (e.g. ‘what are you trying to do?’) as this implies that they are currently failing.
Be wary of users’ opinions on aesthetics and be prepared to bring them back to the script if they get side-tracked.
Writing it up
Even if you are the only developer it’s important to summarise the key issues that emerged during testing: your notes won’t make much sense to you a week or so after the test.
If you are writing for other people, include a summary no longer than two pages; this can consist of a list or table of the issues including recommendations and their priorities. Remember to anonymise the users in the report. In team situations, you may be surprised at how many people are interested in the results of the usability test even if it doesn’t relate directly to something that they can fix.
To conclude…
Some usability testing is better than none at all, even for small projects or those with strict deadlines. Make the most of the time and resources available. Choose your users carefully, make them comfortable, summarise your report and don’t forget to leave a doughnut for yourself! |
2006 |
Natalie Downe |
nataliedowne |
2006-12-16T00:00:00+00:00 |
https://24ways.org/2006/fast-and-simple-usability-testing/ |
process |
| 130 |
Faster Development with CSS Constants |
Anyone even slightly familiar with a programming language will have come across the concept of constants – a fixed value that can be used through your code. For example, in a PHP script I might have a constant which is the email address that all emails generated by my application get sent to.
$adminEmail = 'info@example.com';
I could then use $adminEmail in my script whenever I wanted an email to go to that address. The benefit of this is that when the client decides they want the email to go to a different address, I only need change it in one place – the place where I initially set the constant. I could also quite easily make this value user defined and enable the administrator to update the email address.
Unfortunately CSS doesn’t support constants. It would be really useful to be able to define certain values initially and then use them throughout a CSS file, so in this article I’m going to take a look at some of the methods we do have available and provide pointers to more in depth commentary on each. If you have a different method, or tip to share please add it to the comments.
So what options do we have?
One way to get round the lack of constants is to create some definitions at the top of your CSS file in comments, to define ‘constants’. A common use for this is to create a ‘color glossary’. This means that you have a quick reference to the colors used in the site to avoid using alternates by mistake and, if you need to change the colors, you have a quick list to go down and do a search and replace.
In the below example, if I decide I want to change the mid grey to #999999, all I need to do is search and replace #666666 with #999999 – assuming I’ve remember to always use that value for things which are mid grey.
/*
Dark grey (text): #333333
Dark Blue (headings, links) #000066
Mid Blue (header) #333399
Light blue (top navigation) #CCCCFF
Mid grey: #666666
*/
This is a fairly low-tech method, but if used throughout the development of the CSS files can make changes far simpler and help to ensure consistency in your color scheme.
I’ve seen this method used by many designers however Garrett Dimon documents the method, with more ideas in the comments.
Going server-side
To truly achieve constants you will need to use something other than CSS to process the file before it is sent to the browser. You can use any scripting language – PHP, ASP, ColdFusion etc. to parse a CSS file in which you have entered constants. So that in a constants section of the CSS file you would have:
$darkgrey = '#333333';
$darkblue = '#000066';
The rest of the CSS file is as normal except that when you come to use the constant value you would use the constant name instead of adding the color:
p {
color: $darkgrey;
}
Your server-side script could then parse the CSS file, replace the constant names with the constant values and serve a valid CSS file to the browser. Christian Heilmann has done just this for PHP however this could be adapted for any language you might have available on your server.
Shaun Inman came up with another way
of doing this that removes the need to link to a PHP script and also enables the adding of constants using the syntax of at-rules . This method is again using PHP and will require you to edit an .htaccess file.
A further method is to generate static CSS files either using a script locally – if the constants are just to enable speed of development – or as part of the web application itself. Storing a template stylesheet with constant names in place of the values you will want to update means that your script can simply open the template, replace the variables and save the result as a new stylesheet file.
While CSS constants are a real help to developers, they can also be used to add new functionality to your applications. As with the email address example that I used at the beginning of this article, using a combination of CSS and server-side scripting you could enable a site administrator to select the colours for a new theme to be used on a page of a content managed site. By using constants you need only give them the option to change certain parts of the CSS and not upload a whole different CSS file, which could lead to some interesting results!
As we are unlikely to find real CSS constants under the tree this Christmas the above methods are some possibilities for better management of your stylesheets. However if you have better methods, CSS Constant horror stories or any other suggestions, add your comments below. |
2006 |
Rachel Andrew |
rachelandrew |
2006-12-02T00:00:00+00:00 |
https://24ways.org/2006/faster-development-with-css-constants/ |
process |
| 154 |
Diagnostic Styling |
We’re all used to using CSS to make our designs live and breathe, but there’s another way to use CSS: to find out where our markup might be choking on missing accessibility features, targetless links, and just plain missing content.
Note: the techniques discussed here mostly work in Firefox, Safari, and Opera, but not Internet Explorer. I’ll explain why that’s not really a problem near the end of the article — and no, the reason is not “everyone should just ignore IE anyway”.
Basic Diagnostics
To pick a simple example, suppose you want to call out all holdover font and center elements in a site. Simple: you just add the following to your styles.
font, center {outline: 5px solid red;}
You could take it further and add in a nice lime background or some such, but big thick red outlines should suffice. Now you’ll be able to see the offenders wherever as you move through the site. (Of course, if you do this on your public server, everyone else will see the outlines too. So this is probably best done on a development server or local copy of the site.)
Not everyone may be familiar with outlines, which were introduced in CSS2, so a word on those before we move on. Outlines are much like borders, except outlines don’t affect layout. Eh? Here’s a comparison.
On the left, you have a border. On the right, an outline. The border takes up layout space, pushing other content around and generally being a nuisance. The outline, on the other hand, just draws into quietly into place. In most current browsers, it will overdraw any content already onscreen, and will be overdrawn by any content placed later — which is why it overlaps the images above it, and is overlapped by those below it.
Okay, so we can outline deprecated elements like font and center. Is that all? Oh no.
Attribution
Let’s suppose you also want to find any instances of inline style — that is, use of the style attribute on elements in the markup. This is generally discouraged (outside of HTML e-mails, which I’m not going to get anywhere near), as it’s just another side of the same coin of using font: baking the presentation into the document structure instead of putting it somewhere more manageable. So:
*[style], font, center {outline: 5px solid red;}
Adding that attribute selector to the rule’s grouped selector means that we’ll now be outlining any element with a style attribute.
There’s a lot more that attribute selectors will let use diagnose. For example, we can highlight any images that have empty alt or title text.
img[alt=""] {border: 3px dotted red;}
img[title=""] {outline: 3px dotted fuchsia;}
Now, you may wonder why one of these rules calls for a border, and the other for an outline. That’s because I want them to “add together” — that is, if I have an image which possesses both alt and title, and the values of both are empty, then I want it to be doubly marked.
See how the middle image there has both red and fuchsia dots running around it? (And am I the only one who sorely misses the actual circular dots drawn by IE5/Mac?) That’s due to its markup, which we can see here in a fragment showing the whole table row.
<tr>
<th scope="row">empty title</th>
<td><img src="comic.gif" title="" /></td>
<td><img src="comic.gif" title="" alt="" /></td>
<td><img src="comic.gif" title="" alt="comical" /></td>
</tr>
Right, that’s all well and good, but it misses a rather more serious situation: the selector img[alt=""] won’t match an img element that doesn’t even have an alt attribute. How to tackle this problem?
Not a Problem
Well, if you want to select something based on a negative, you need a negative selector.
img:not([alt]) {border: 5px solid red;}
This is really quite a break from the rest of CSS selection, which is all positive: “select anything that has these characteristics”. With :not(), we have the ability to say (in supporting browsers) “select anything that hasn’t these characteristics”. In the above example, only img elements that do not have an alt attribute will be selected. So we expand our list of image-related rules to read:
img[alt=""] {border: 3px dotted red;}
img[title=""] {outline: 3px dotted fuchsia;}
img:not([alt]) {border: 5px solid red;}
img:not([title]) {outline: 5px solid fuchsia;}
With the following results:
We could expand this general idea to pick up tables who lack a summary, or have an empty summary attribute.
table[summary=""] {outline: 3px dotted red;}
table:not([summary]) {outline: 5px solid red;}
When it comes to selecting header cells that lack the proper scope, however, we have a trickier situation. Finding headers with no scope attribute is easy enough, but what about those that have a scope attribute with an incorrect value?
In this case, we actually need to pull an on-off maneuver. This has us setting all th elements to have a highlight style, and then turn it off for the elements that meet our criteria.
th {border: 2px solid red;}
th[scope="col"], th[scope="row"] {border: none;}
This was necessary because of the way CSS selectors work. For example, consider this:
th:not([scope="col"]), th:not([scope="row"]) {border: 2px solid red;}
That would select…all th elements, regardless of their attrributes. That’s because every th element doesn’t have a scope of col, doesn’t have a scope of row, or doesn’t have either. There’s no escaping this selector o’ doom!
This limitation arises because :not() is limited to containing a single “thing” within its parentheses. You can’t, for example, say “select all elements except those that are images which descend from list items”. Reportedly, this limitation was imposed to make browser implementation of :not() easier.
Still, we can make good use of :not() in the service of further diagnosing. Calling out links in trouble is a breeze:
a[href]:not([title]) {border: 5px solid red;}
a[title=""] {outline: 3px dotted red;}
a[href="#"] {background: lime;}
a[href=""] {background: fuchsia;}
Here we have a set that will call our attention to links missing title information, as well as links that have no valid target, whether through a missing URL or a JavaScript-driven page where there are no link fallbacks in the case of missing or disabled JavaScript (href="#").
And What About IE?
As I said at the beginning, much of what I covered here doesn’t work in Internet Explorer, most particularly :not() and outline. (Oh, so basically everything? -Ed.)
I can’t do much about the latter. For the former, however, it’s possible to hack your way around the problem by doing some layered on-off stuff. For example, for images, you replace the previously-shown rules with the following:
img {border: 5px solid red;}
img[alt][title] {border-width: 0;}
img[alt] {border-color: fuchsia;}
img[alt], img[title] {border-style: double;}
img[alt=""][title],
img[alt][title=""] {border-width: 3px;}
img[alt=""][title=""] {border-style: dotted;}
It won’t have exactly the same set of effects, given the inability to use both borders and outlines, but will still highlight troublesome images.
It’s also the case that IE6 and earlier lack support for even attribute selectors, whereas IE7 added pretty much all the attribute selector types there are, so the previous code block won’t have any effect previous to IE7.
In a broader sense, though, these kinds of styles probably aren’t going to be used in the wild, as it were. Diagnostic styles are something only you see as you work on a site, so you can make sure to use a browser that supports outlines and :not() when you’re diagnosing. The fact that IE users won’t see these styles is irrelevant since users of any browser probably won’t be seeing these styles.
Personally, I always develop in Firefox anyway, thanks to its ability to become a full-featured IDE through the addition of extensions like Firebug and the Web Developer Toolbar.
Yeah, About That…
It’s true that much of what I describe in this article is available in the WDT. I feel there are two advantages to writing your own set of diagnostic styles.
When you write your own styles, you can define exactly what the visual results will be, and how they will interact. The WDT doesn’t let you make its outlines thicker or change their colors.
You can combine a bunch of diagnostics into a single set of rules and add it to your site’s style sheet during the diagnostic portion, thus ensuring they persist as you surf around. This can be done in the WDT, but it isn’t as easy (and, at least for me, not as reliable).
It’s also true that a markup validator will catch many of the errors I mentioned, such as missing alt and summary attributes. For some, that’s sufficient. But it won’t catch everything diagnostic styles can, like empty alt values or untargeted links, which are perfectly valid, syntactically speaking.
Diagnosis Complete?
I hope this has been a fun look at the concept of diagnostic styling as well as a quick introduction into possibly new concepts like :not() and outlines. This isn’t all there is to say, of course: there is plenty more that could be added to a diagnostic style sheet. And everyone’s diagnostics will be different, tuned to meet each person’s unique situation.
Mostly, though, I hope this small exploration triggers some creative thinking about the use of CSS to do more than just lay out pages and colorize text. Given the familiarity we acquire with CSS, it only makes sense to use it wherever it might be useful, and setting up visible diagnostic flags is just one more place for it to help us. |
2007 |
Eric Meyer |
ericmeyer |
2007-12-20T00:00:00+00:00 |
https://24ways.org/2007/diagnostic-styling/ |
process |
| 155 |
Minification: A Christmas Diet |
The festive season is generally more about gorging ourselves than staying thin but we’re going to change all that with a quick introduction to minification.
Performance has been a hot topic this last year. We’re building more complex sites and applications but at the same time trying to make then load faster and behave more responsively. What is a discerning web developer to do?
Minification is the process of make something smaller, in the case of web site performance we’re talking about reducing the size of files we send to the browser. The primary front-end components of any website are HTML, CSS, Javascript and a sprinkling of images. Let’s find some tools to trim the fat and speed up our sites.
For those that want to play along at home you can download the various utilities for Mac or Windows. You’ll want to be familiar with running apps on the command line too.
HTMLTidy
HTMLTidy optimises and strips white space from HTML documents. It also has a pretty good go at correcting any invalid markup while it’s at it.
tidy -m page.html
CSSTidy
CSSTidy takes your CSS file, optimises individual rules (for instance transforming padding-top: 10px; padding-bottom: 10px; to padding: 10px 0;) and strips unneeded white space.
csstidy style.css style-min.css
JSMin
JSMin takes your javascript and makes it more compact. With more and more websites using javascript to power (progressive) enhancements this can be a real bandwidth hog. Look out for pre-minified versions of libraries and frameworks too.
jsmin <script.js >script-min.js
Remember to run JSLint before you run JSMin to catch some common problems.
OptiPNG
Images can be a real bandwidth hog and making all of them smaller with OptiPNG should speed up your site.
optipng image.png
All of these tools have an often bewildering array of options and generally good documentation included as part of the package. A little experimentation will get you even more bang for your buck.
For larger projects you likely won’t want to be manually minifying all your files. The best approach here is to integrate these tools into your build process and have your live website come out the other side smaller than it went in.
You can also do things on the server to speed things up; GZIP compression for instance or compilation of resources to reduce the number of HTTP requests. If you’re interested in performance a good starting point is the Exceptional Performance section on the Yahoo Developer Network and remember to install the YSlow Firebug extension while you’re at it. |
2007 |
Gareth Rushgrove |
garethrushgrove |
2007-12-06T00:00:00+00:00 |
https://24ways.org/2007/minification-a-christmas-diet/ |
process |
| 185 |
Make Your Mockup in Markup |
We aren’t designing copies of web pages, we’re designing web pages.
Andy Clarke, via Quotes on Design
The old way
I used to think the best place to design a website was in an image editor. I’d create a pixel-perfect PSD filled with generic content, send it off to the client, go through several rounds of revisions, and eventually create the markup.
Does this process sound familiar? You’re not alone. In a very scientific and official survey I conducted, close to 90% of respondents said they design in Photoshop before the browser.
That process is whack, yo!
Recently, thanks in large part to the influence of design hero Dan Cederholm, I’ve come to the conclusion that a website’s design should begin where it’s going to live: in the browser.
Die Photoshop, die
Some of you may be wondering, “what’s so bad about using Photoshop for the bulk of my design?” Well, any seasoned designer will tell you that working in Photoshop is akin to working in a minefield: you never know when it’s going to blow up in your face.
The application Adobe Photoshop CS4 has unexpectedly ruined your day.
Photoshop’s propensity to crash at crucial moments is a running joke in the industry, as is its barely usable interface. And don’t even get me started on the hot, steaming pile of crap that is text rendering.
Text rendered in Photoshop (left) versus Safari (right).
Crashing and text rendering issues suck, but we’ve learned to live with them. The real issue with using Photoshop for mockups is the expectations you’re setting for a client. When you send the client a static image of the design, you’re not giving them the whole picture — they can’t see how a fluid grid would function, how the design will look in a variety of browsers, basic interactions like :hover effects, or JavaScript behaviors. For more on the disadvantages to showing clients designs as images rather than websites, check out Andy Clarke’s Time to stop showing clients static design visuals.
A necessary evil?
In the past we’ve put up with Photoshop because it was vital to achieving our beloved rounded corners, drop shadows, outer glows, and gradients. However, with the recent adaptation of CSS3 in major browsers, and the slow, joyous death of IE6, browsers can render mockups that are just as beautiful as those created in an image editor. With the power of RGBA, text-shadow, box-shadow, border-radius, transparent PNGs, and @font-face combined, you can create a prototype that radiates shiny awesomeness right in the browser. If you can see this epic article through to the end, I’ll show you step by step how to create a gorgeous mockup using mostly markup.
Get started by getting naked
Content precedes design. Design in the absence of content is not design, it’s decoration.
Jeffrey Zeldman
In the beginning, don’t even think about style. Instead, start with the foundation: the content. Lay the groundwork for your markup order, and ensure that your design will be useable with styles and images turned off. This is great for prioritizing the content, and puts you on the right path for accessibility and search engine optimization. Not a bad place to start, amirite?
An example of unstyled content, in all its naked glory. View it large.
Flush out the layout
The next step is to structure the content in a usable way. With CSS, making basic layout changes is as easy as switching up a float, so experiment to see what structure suits the content best.
The mockup with basic layout work done.
Got your grids covered
There are a variety of tools that allow you to layer a grid over your browser window. For Mac users I recommend using Slammer, and PC users can check out one of the bookmarklets that are available, such as 960 Gridder.
The mockup with a grid applied using Slammer.
Once you’ve found a layout that works well for the content, pass it along to the client for review. This keeps them involved in the design process, and gives them an idea of how the site will be structured when it’s live.
Start your styling
Now for the fun part: begin applying the presentation layer. Let usability considerations drive your decisions about color and typography; use highlighted colors and contrasting typefaces on elements you wish to emphasize.
RGBA? More like RGByay!
Introducing color is easy with RGBA. I like to start with the page’s main color, then use white at varying opacities to empasize content sections.
In the example mockup the body background is set to rgba(203,111,21), the content containers are set to rgba(255,255,255,0.7), and a few elements are highlighted with rgba(255,255,255,0.1) If you’re not sure how RGBA works, check out Drew McLellan’s super helpful 24ways article.
Laying down type
Just like with color, you can use typography to evoke a feeling and direct a user’s attention. Have contrasting typefaces (like serif headlines and sans-serif body text) to group the content into meaningful sections.
In a recent A List Apart article, the Master of Web Typography™ Jason Santa Maria offers excellent advice on how to choose your typefaces:
Write down a general description of the qualities of the message you are trying to convey, and then look for typefaces that embody those qualities.
Sounds pretty straightforward. I wanted to give my design a classic feel with a hint of nostalgia, so I used Georgia for the headlines, and incorporated the ornate ampersand from Baskerville into the header.
A closeup on the site’s header.
Let’s get sexy
The design doesn’t look too bad as it is, but it’s still pretty flat. We can do better, and after mixing in some CSS3 and a couple of PNGs, it’s going to get downright steamy in here.
Give it some glow
Objects in the natural world reflect light, so to make your design feel tangible and organic, give it some glow. In the example design I achieved this by creating two white to transparent gradients of varying opacities. Both have a solid white border across their top, which gives edges a double border effect and makes them look sharper. Using CSS3’s text-shadow on headlines and box-shadow on content modules is another quick way to add depth.
A wide and closeup view of the design with gradients, text-shadow and box-shadow added. For information on how to implement text-shadow and box-shadow using RGBA, check out the article I wrote on it last week.
37 pieces of flair
Okay, maybe you don’t need that much flair, but it couldn’t hurt to add a little; it’s the details that will set your design apart. Work in imagery and texture, using PNGs with an alpha channel so you can layer images and still tweak the color later on.
The design with grungy textures, a noisy diagonal stripe pattern, and some old transportation images layered behind the text. Because the colors are rendered using RGBA, these images bleed through the content, giving the design a layered feel. Best viewed large.
Send it off
Hey, look at that. You’ve got a detailed, well structured mockup for the client to review. Best of all, your markup is complete too. If the client approves the design at this stage, your template is practically finished. Bust out the party hats!
Not so fast, Buster!
So I don’t know about you, but I’ve never gotten a design past the client’s keen eye for criticism on the first go. Let’s review some hypothetical feedback (none of which is too outlandish, in my experience), and see how we’d make the requested changes in the browser.
Updating the typography
My ex-girlfriend loved Georgia, so I never want to see it again. Can we get rid of it? I want to use a font that’s chunky and loud, just like my stupid ex-girlfriend.
Fakey McClient
Yikes! Thankfully with CSS, removing Georgia is as easy as running a find and replace on the stylesheet. In my revised mockup, I used @font-face and League Gothic on the headlines to give the typography the, um, unique feel the client is looking for.
The same mockup, using @font-face on the headlines. If you’re unfamiliar with implementing @font-face, check out Nice Web Type‘s helpful article.
Adding rounded corners
I’m not sure if I’ll like it, but I want to see what it’d look like with rounded corners. My cousin, a Web 2.0 marketing guru, says they’re trendy right now.
Fakey McClient
Switching to rounded corners is a nightmare if you’re doing your mockup in Photoshop, since it means recreating most of the shapes and UI elements in the design. Thankfully, with CSS border-radius comes to our rescue! By applying this gem of a style to a handful of classes, you’ll be rounded out in no time.
The mockup with rounded corners, created using border-radius. If you’re not sure how to implement border-radius, check out CSS3.info‘s quick how-to.
Making changes to the color
The design is too dark, it’s depressing! They call it ‘the blues’ for a reason, dummy. Can you try using a brighter color? I want orange, like Zeldman uses.
Fakey McClient
Making color changes is another groan-inducing task when working in Photoshop. Finding and updating every background layer, every drop shadow, and every link can take forever in a complex PSD. However, if you’ve done your mockup in markup with RGBA and semi-transparent PNGs, making changes to your color is as easy as updating the body background and a few font colors.
The mockup with an orange color scheme. Best viewed large.
Ahem, what about Internet Explorer?
Gee, thanks for reminding me, buzzkill. Several of the CSS features I’ve suggested you use, such as RGBA, text-shadow and box-shadow, and border-radius, are not supported in Internet Explorer. I know, it makes me sad too. However, this doesn’t mean you can’t try these techniques out in your markup based mockups. The point here is to get your mockups done as efficiently as possible, and to keep the emphasis on markup from the very beginning.
Once the design is approved, you and the client have to decide if you can live with the design looking different in different browsers. Is it so bad if some users get to see drop shadows and some don’t? Or if the rounded corners are missing for a portion of your audience? The design won’t be broken for IE people, they’re just missing out on a few visual treats that other users will see.
The idea of rewarding users who choose modern browsers is not a new concept; Dan covers it thoroughly in Handcrafted CSS, and it’s been written about in the past by Aaron Gustafson and Andy Clarke on several occasions. I believe we shouldn’t have to design for the lowest common denominator (cough, IE6 users, cough); instead we should create designs that are beautiful in modern browsers, but still degrade nicely for the other guy. However, some clients just aren’t that progressive, and in that case you can always use background images for drop shadows and rounded corners, as you have in the past.
Closing thoughts
With the advent of CSS3, browsers are just as capable of giving us beautiful, detailed mockups as Photoshop, and in half the time. I’m not the only one to make an argument for this revised process; in his article Time to stop showing clients static design visuals, and in his presentation Walls Come Tumbling Down, Andy Clarke makes a fantastic case for creating your mockups in markup.
So I guess my challenge to you for 2010 is to get out of Photoshop and into the code. Even if the arguments for designing in the browser aren’t enough to make you change your process permanently, it’s worthwhile to give it a try. Look at the New Year as a time to experiment; applying constraints and evaluating old processes can do wonders for improving your efficiency and creativity. |
2009 |
Meagan Fisher |
meaganfisher |
2009-12-24T00:00:00+00:00 |
https://24ways.org/2009/make-your-mockup-in-markup/ |
process |
| 190 |
Self-Testing Pages with JavaScript |
Working at an agency I am involved more and more on projects in which client side code is developed internally then sent out to a separate team for implementation. You provide static HTML, CSS and JavaScript which then get placed into the CMS and brought to life as an actual website. As you can imagine this can sometimes lead to frustrations. However many safeguards you include, handing over your code to someone else is always a difficult thing to do effectively.
In this article I will show you how you can create a JavaScript implementation checker and that will give you more time for drink based activity as your web site and apps are launched quicker and with less unwanted drama!
An all too frequent occurrence
You’ve been working on a project for weeks, fixed all your bugs and send it to be implemented. You hear nothing and assume all is going well then a few days before it’s meant to launch you get an email from the implementation team informing you of bugs in your code that you need to urgently fix.
The 24ways website with a misspelt ID for the years menu
Being paranoid you trawl through the preview URL, check they have the latest files, check your code for errors then notice that a required HTML attribute has been omitted from the build and therefore CSS or JavaScript you’ve hooked onto that particular attribute isn’t being applied and that’s what is causing the “bug”.
It takes you seconds drafting an email informing them of this, it takes then seconds putting the required attribute in and low and behold the bug is fixed, everyone is happy but you’ve lost a good few hours of your life – this time could have been better spent in the pub.
I’m going to show you a way that these kind of errors can be alerted immediately during implementation of your code and ensure that when you are contacted you know that there actually is a bug to fix. You probably already know the things that could be omitted from a build and look like bugs so you’ll soon be creating tests to look for these and alert when they are not found on the rendered page. The error is reported directly to those who need to know about it and fix it. Less errant bug reports and less frantic emails ahoy!
A page with an implementation issue and instant feedback on the problem
JavaScript selector engines to the rescue
Whether you’re using a library or indeed tapping into the loveliness of the new JavaScript Selector APIs looking for particular HTML elements in JavaScript is fairly trivial now.
For instance this is how you look for a div element with the id attribute of year (the missing attribute from top image) using jQuery (the library I’ll be coding my examples in):
if ($(‘div#year’).length) {
alert(‘win’);
}
Using this logic you can probably imagine how you can write up a quick method to check for the existence of a particular element and alert when it’s not present — but assuming you have a complex page you’re going to be repeating yourself a fair bit and we don’t want to be doing that.
Test scripts
If you’ve got a lot of complex HTML patterns that need testing across a number of different pages it makes sense to keep your tests out of production code. Chances are you’ve already got a load of heavy JavaScript assets, and when it comes to file size saving every little helps.
I don’t think that tests should contain code inside of them so keep mine externally as JSON. This also means that you can use the one set of tests in multiple places. We already know that it’s a good idea to keep our CSS and JavaScript separate so lets continue along those lines here.
The test script for this example looks like this:
{
"title": "JS tabs implementation test",
"description": "Check that the correct HTML patterns has been used",
"author": "Ross Bruniges",
"created": "20th July 2009",
"tests": [
{
"name": "JS tabs elements",
"description": "Checking that correct HTML elements including class/IDs are used on the page for the JS to progressively enhance",
"selector": "div.tabbed_content",
"message": "We couldn't find VAR on the page - it's required for our JavaScript to function correctly",
"check_for": {
"contains": {
"elements": [
"div.tab_content", "h2"
],
"message": "We've noticed some missing HTML:</p><ul><li>VAR</li></ul><p>please refer to the examples sent for reference"
}
}
}
]
}
The first four lines are just a little bit of meta data so we remember what this test was all about when we look at it again in the future, or indeed if it ever breaks. The tests are the really cool parts and firstly you’ll notice that it’s an array – we’re only going to show one example test here but there is no reason why you can’t place in as many as you want. I’ll explain what each of the lines in the example test means:
name – short test name, I use this in pass/fail messaging later
description – meta data for future reference
selector – the root HTML element from which your HTML will be searched
message – what the app will alert if the initial selector isn’t found
check_for – a wrapper to hold inner tests – those run if the initial selector does match
contains – the type of check, we’re checking that the selector contains specified elements
elements – the HTML elements we are searching for
message – a message for when these don’t match (VAR is substituted when it’s appended to the page with the name of any elements that don’t exist)
It’s very important to pass the function valid JSON (JSONLint is a great tool for this) otherwise you might get a console showing no tests have even been run.
The JavaScript that makes this helpful
Again, this code should never hit a production server so I’ve kept it external. This also means that the only thing that’s needed to be done by the implementation team when they are ready to build is that they delete this code.
<script src="sleuth.js" type="text/javascript"></script>
<script type="text/javascript">
$(document).ready(function() {
sleuth.test_page.init(‘js_tabs_test.js');
});
</script>
“View the full JavaScript:/examples/self-testing-pages-with-javascript/js/tests/test_suite.js
The init function appends the test console to the page and inserts the CSS file required to style it (you don’t need to use pictures of me when tests pass and fail though I see no reason why you shouldn’t), goes and grabs the JSON file referenced and parses it. The methods to pass (tests_pass) and fail (haz_fail) the test I hope are pretty self-explanatory as is the one which creates the test summary once everything has been run (create_summary).
The two interesting functions are init_tests and confirm_html.
init_tests
init_tests:function(i,obj) {
var $master_elm = $(obj.selector);
sleuth.test_page.$logger.append("<div id='test_" + i + "' class='message'><p><em>" + obj.name + "</em></p></div>");
var $container = $('#test_' + i);
if (!$master_elm.length) {
var err_sum = obj.message.replace(/VAR/gi, obj.selector);
sleuth.test_page.haz_failed(err_sum, $container);
return;
}
if (obj.check_for) {
$.each(obj.check_for,function(key, value){
sleuth.test_page.assign_checks($master_elm, $container, key, value);
});
} else {
sleuth.test_page.tests_passed($container);
return;
}
}
The function gets sent the number of the current iteration (used to create a unique id for its test summary) and the current object that contains the data we’re testing against as parameters.
We grab a reference to the root element and this is used (pretty much in the example shown right at the start of this article) and its length is checked. If the length is positive we know we can continue to the inner tests (if they exist) but if not we fail the test and don’t go any further. We append the error to the test console for everyone to see.
If we pass the initial check we send the reference to the root element, message contains and the inner object to a function that in this example sends us on to confirm_html (if we had a more complex test suite it would do a lot more).
confirm_html
confirm_html:function(target_selector, error_elm, obj) {
var missing_elms = [];
$.each(obj.elements, function(i, val) {
if (!target_selector.find(val).length) {
missing_elms.push(val);
}
});
if (missing_elms.length) {
var file_list = missing_elms.join('</li><li>');
var err_sum = obj.message.replace(/VAR/gi, file_list);
sleuth.test_page.haz_failed(err_sum, error_elm);
return;
}
sleuth.test_page.tests_passed(error_elm);
return;
}
We’re again using an array to check for a passed or failed test and checking its length but this time we push in a reference to each missing element we find.
If the test does fail we’re providing even more useful feedback by informing what elements have been missed out. All the implementation team need do is look for them in the files we’ve sent and include them as expected.
No more silly implementation bugs!
Here is an example of a successful implementation.
Here are some examples of failed implementations – one which fails at finding the root node and one that has the correct root node but none of the inner HTML tests pass.
Is this all we can check for?
Certainly not!
JavaScript provides pretty easy ways to check for attributes, included files (if the files being checked for are being referenced correctly and not 404ing) and even applied CSS.
Want to check that those ARIA attributes are being implemented correctly or that all images contain an alt attribute well this simple test suite can be extended to include tests for this – the sky is pretty much up to your imagination. |
2009 |
Ross Bruniges |
rossbruniges |
2009-12-12T00:00:00+00:00 |
https://24ways.org/2009/self-testing-pages-with-javascript/ |
process |
| 194 |
Design Systems and Hybrids |
The other day on Twitter, I saw a thread started by Dorian Taylor about why design systems are so hot right now. In the thread, he made the case that they’ve been around for ages and some folks were just slow to catch up. It was an interesting thread, and not the first time I’ve seen folks discuss this. “Design systems are so hot right now” was even used recently in this very publication.
And yes it’s true that they’ve been around for ages. Design artefact collectors’ obsession with reprints of old graphic standards manuals of the past are a reminder. Sometimes old things become new again, either through a rediscovery or awakening (wow, that sounds really deep). But I think that’s definitely what happened here.
Some very opinionated answers that come to mind for me are:
The need for them has increased with the needs of software development. With the increasing number of devices (phones, tablets, watches, etc.), scaling design has required the need to double down on systems thinking and processes.
Investments with huge cost-saving returns. The time investment it takes to onboard new people as you staff up large teams (and the time it takes to fix bugs and inconsistencies) could be better spent building up a system that lets you ship at a faster pace. It also gives you more time to focus on the bigger picture instead of what color a button border is.
If you do have to onboard new designers, the design system is a great educational resource to get up to speed quickly on your organization’s design principles, materials/tools, and methods.
“Here’s the simple truth: you can’t innovate on products without first innovating the way you build them.”
— Alex Schleifer, The Way We Build
These are just some of the reasons. But there is another answer, and a personal conclusion that I’ve reached. It relates to the way I work and what I love working on, but I don’t see it talked about much.
Hybrids Have a Home
I’m a hybrid designer. I code in HTML & CSS (with a preference for Sass). But I don’t call myself a frontend developer. I used to back in the day (I was a UI frontend developer at Apple over a decade ago, but all I wrote was HTML & CSS). I identify with designer because that’s my training and interest, but the ideas of what a frontend developer can do has changed quite a ton over the years. Setting things up in build tools and processes are not my skill. And I know a lot of designers who share this experience with me.
There are also hybrid developers who identify as developers, but have excellent design skills. Buddies like my pal Brandon Ferrua who was on my team at Salesforce is a great example of this. And we worked fantastically together.
Sometimes, companies don’t know how to deal with hybrids. I’ve been told to choose a side, and have even been made to join a development team simply because I could code my designs (and then when I couldn’t deliver the same type of code my teammates could, and I felt like I wasn’t able to use my talents in the most effective way).
There are a lot more folks out there I know of who identify as a hybrid, and many have found ourselves working on design systems. Una Kravets recently had a thread discussing this as well. At Clarity, this came up a lot in hallway conversations, breaks, and the after parties. I think that this job is a haven for folks who often find themselves in the middle.
For companies that get it, these people find joy in getting to use a wider variety of skills and being bridges; advocates that can speak to designers and developers, helping bring
unity to an organization. They can wireframe, throw together a prototype, create color systems, architect naming conventions for design tokens. Design systems are their perfect home. I think this has contributed to the uptick in discussions and interest on this subject (in addition to the team- and company-focused reasons).
Keep Design Systems Teams Cross-Functional
Speaking of teams, something some larger companies fall prey to is creating walls and silos where they need not be. If you place all your visual designers in one place, all your coders in another, and so on, you’re not doing yourselves any favors. Meanwhile, your hybrids are caught in the middle not knowing exactly where they belong. Design systems teams should have representatives (whether on a core team, or a virtual/federated team) that bring different skillsets. Design, code, writing, accessibility, product management, and so on. You’ll have a stronger vision on where to take your design system and to make it succeed. Siloing defeats the whole purpose of what design systems are meant for.
Happy holidays, and may the force be with you.
Further Reading
Why Design Systems Fail
Design Systems are for People
Design Systems Handbook |
2017 |
Jina Anne |
jina |
2017-12-22T00:00:00+00:00 |
https://24ways.org/2017/design-systems-and-hybrids/ |
process |
| 199 |
Knowing the Future - Tips for a Happy Launch Day |
You’ve chosen your frameworks and libraries. You’ve learned how to write code which satisfies the buzzword and performance gods. Now you need to serve it to a global audience, and make things easy to preview, to test, to sign-off, and to evolve.
But infrastructure design is difficult and boring for most of us. We just want to get our work out into the wild.
If only we had tools which would let us go, “Oh yeah! It all deploys perfectly every time” and shout, “You need another release? BAM! What’s next?”
A truth that can be hard to admit is that very often, the production environment and its associated deployment processes are poorly defined until late into a project. This can be a problem.
It makes my palms sweaty just thinking about it.
If like me, you have spent time building things for clients, you’ll probably have found yourself working with a variety of technical partners and customers who bring different constraints and opportunities to your projects. Knowing and proving the environments and the deployment processes is often very difficult, but can be a factor which profoundly impacts our ability to deliver what we promised. To say nothing of our ability to sleep at night or leave our fingernails un-chewed.
Let’s look at this a little, and see if we can’t set you up for a good night’s sleep, with dry palms and tidy fingernails.
A familiar problem
You’ve been here too, right? The project development was tough, but you’re pleased with what you are running in your local development environments. Now you need to get the client to see and approve your build, and hopefully indicate with a cheery thumbs up that it can “go live”.
Chances are that we have a staging environment where the client can see the build. But be honest, is this exactly the same as the production environment? It should be, but often it’s not. Often the staging environment is nothing more than a visible server with none of the optimisations, security, load balancing, caching, and other vital bits of machinery that we’ll need (and need to test) in “prod”.
Often the production environment is still being “set up” and you’ll have to wait and see.
In development, “wait and see” is the enemy.
Instead of waiting to see, we need to make the provisioning of, and deployment to our different environments one of the very first jobs of our project. I’ve often needed to be the unpopular voice in the room who makes a big fuss when this is delayed. I’ve described it as being a “critical blocker” during project meetings and suggested that everything should halt until it is fixed.
It is that important.
Clients don’t often like hearing a wary, disruptive voice saying “whoa there Nelly!”, because the development should be able to continue while the production environment gets sorted out, right?
Sure. But if it is not seen as a blocker, it is seen as something that can just happen later. And if it happens later, all the ugly surprises and unknowns surface later too. And later is when we’ll need to be thinking about other things. Not the plumbing. Trust me, it pays to face up to the issue right away rather than press on optimistically. The client will thank you later.
Attitudes and expectations
We should, I think, exhibit these four attitudes towards production deployment:
Make it scripted
Make it automated
Make it real
Make it first
Make it scripted
Let’s face it, we are going to need to deploy more than once over the course of the project. We are not going to get things perfect on our first shot. Nor should we expect to. And if we are going to repeat something, we want to be able to do it identically and predictably every time without needing to rely on our memories.
Developers are great at scripting things which they would otherwise need to repeat. It makes us faster and it also helps us keep track of the steps we need to take.
I’m not crazy enough to try suggest the best technology to script your builds or deployments (holy wars lie down that path). A lot will depend on your languages and your tastes. Some will like Fabric, others will prefer Gulp, you might prefer Make or NPM. It doesn’t really matter as long as you can script the process of building, packaging and deploying your project.
Wait. Won’t we need to know everything about the build from the start in order to do this? Aren’t our dependencies likely to change over time?
Yes. That would be ideal. But it’s ok. Like our code, our deployment script will evolve over the life of a project. So evolve it. Start by scripting what is needed to support the first iteration of the project, and then maintain that script. It will become a valuable “source of truth”, providing a form of documentation of what your project needs for a successful deployment. Another bonus.
Make it automated
If we have a scripted deployment which we can run by executing a single command, then we are in great shape to automate that process by triggering the build and deployment via suitable events.
Again, I prefer not to offer one single suggestion of when this should occur. That will depend on your approach to the project, how your development team is organised, and how your QA team operate. You can tune this to suit.
For one project I worked on, we chose to trigger the build and deployment to our production environment every time we used Git to tag the master branch of our version control repository. There were a few moving parts, and we needed to do some upfront work to get everything working, but that upfront effort was repaid many fold as we deployed time and time again, and exposed some issues with our environment long before we got to “launch day”.
With a scripted and automated process, we can make deployments “cheap”. This is our goal. When there are minimal cognitive or time overheads associated with deploying, we’re likely to do it all the more often and become more confident that it will behave as expected.
Make it real
Alright, we have written scripts to build and deploy our projects. Anyone tagging our repo will trigger things to happen as if by magic, but where are we pushing things to? We need to target a real environment if this is to have any value.
A useful pattern is to have all activity on our develop branch trigger deployments to our staging server. Meanwhile tagging master will deploy a version to the production environment. How we organise this will depend on our git branching approach. (I’ve seen as many ways of approaching Git Flow as I have seen ways of approaching “Agile”).
It’s vital though, that we ensure that we are deploying to, and testing against, our real infrastructure. We want to see real results. That’s the best way to learn real lessons.
Make it first
Building our site to run in an environment not yet fully defined or available to test is like climbing without ropes – it’s possible, but we put ourselves at risk. And the higher we climb the greater the risk. So it is important to do this as early as we possibly can.
Don’t have a certificate for our HTTPS yet? Fine, but let’s still deploy to this evolving production environment and introduce HTTPS as soon as we can.
Before we know it we’ll be proving that this is set up correctly and we’ll not be surprised by mixed security alerts or other nasties further down the line.
Mailchimp perfectly capture the anxiety of sending emails to gazillions of people for a campaign. But we’re lucky. Launching a site doesn’t need to be like performing a mailshot. We can do things to banish that sweaty hand.
Doing preparation work upfront means that by the time we need to launch the site into the wild, we have exercised the deployment mechanics, and tested the production environment so rigorously that this task will be boring.
(It won’t be boring. Launching should always be exciting because the world will finally get to see our beautiful, painstaking work. But nor should it be terrifying. Especially as a result of not knowing for certain if our processes and environments are going to work or burst into flames on the big day.)
What tools exist?
Well this all sounds lovely. But how should we tackle this? Where are the tools for us to use? As it happens, there are many service and tools that we can use to work this way.
Hosting
All of the big players like Amazon, Azure and Google offer tools which can help us here. Google for example, can host multiple deployed versions of your project in parallel and you can manage them via their App Engine console. Each build receives its own URL which you can use to access any deployed version of your site.
Having immutable deployments which stick around in perpetuity (or until you bin them) is a key feature which unlocks the ability to confidently direct your traffic to any version of your site. With that comes the capacity to test any version or feature in its real environment, and then promote a version, or rollback to a previous version whenever you want.
A liberating power to have.
Continuous integration
In order to create all of those different versions, we’ll need somewhere to run our build and deployment scripts. Jenkins has been a popular Continuous Integration (CI) option for some time, and can be configured to perform all sorts of tasks, giving you extensive control over your deployment pipeline.
You need to host Jenkins yourself, but it provides some simple ways to do that.
The landscape for CI is getting richer and richer. With many hosted services like Circle CI providing this kind of automation up in the cloud.
One stop shop
Netlify combines both hosting and continuous integration services. It monitors your git repositories and automatically runs your build in a container on its servers when it finds changes. Each branch and pull request in your git repository will result in an immutable version of your site with its own URL.
Netlify is unlike Google Cloud, AWS or Azure in that it cannot host a dynamic server-side application for you. Instead it specialises in hosting static, or so called JAMstack sites.
Personally, I find that its simplicity makes it an approachable option, and a good place to learn and adopt some of these valuable habits.
Full disclosure: I’m a Netlify employee. But before I was, I was an avid customer, and it was through using Netlify that I first encountered some of these principles in practice.
Conclusion. It’s all about the approach
No matter what tools or services you use (and there are many which can support these practices), the most important thing is to adopt an approach which lets you prove your environments as quickly as possible.
Front-loading this effort will cast light onto the issues that you’ll need to address early and often, leaving no infrastructure surprises to spoil things for you on launch day.
Automating the process will mean that when you do find things that you need to fix or to improve later (and you will), issuing another release will be trivial. It is a lovely feeling when you have confidence that releasing v1.0.0 will be no more stressful v0.0.1. In fact it should actually be less stressful, as you’ll have been down this road many times by then. Fixing the potholes and smoothing the way as you went.
From here, it should be a smooth ride. |
2017 |
Phil Hawksworth |
philhawksworth |
2017-12-21T00:00:00+00:00 |
https://24ways.org/2017/knowing-the-future/ |
process |
| 200 |
Care and Feeding of Burnout |
You’ve been doing too much for too long. And it’s broken you. You’re burned out. You’re done.
Illustration by Kate Holden
Occupational burnout is a long-documented effect of stretching yourself further than the limits of your mental and physical health can carry you. And when it finally catches up with you, it can feel like the end of the world. But things can get better. With focused self care, reworking your priorities and lots of time, you can slog through burnout.
What is burnout? The Tl;dr linkdump tour
In this article, we’ll be looking at what you can do when you’re burned out. We’ll be skipping past a lot of information on what burnout is, what causes it and how it impacts the tech industry. We’re able to skip past this because many technologists have already created valuable content targeted to our industry. The videos and writing below may be helpful for readers who are less familiar with burnout.
A Wikipedia article may be a great starting point for learning about occupational burnout.
Understanding burnout: Brandon West
This conference talk by Brandon West covers a lot of burnout 101, from the perspective of a developer relations/community professional.
April Wensel writes about the need for the tech industry to move from the Valley’s burnout culture to a more sustainable model.
Catching Burnout [as] early [as possible]
One of the most challenging things about burnout is that it develops slowly and gradually. Many impacted don’t notice the water warming around them until it’s been brought to a boil, causing a crisis that can’t be overlooked. Catching burnout and taking steps to deal with it as early as possible can help limit the length and severity of your burnout.
Getting in the habit of checking in with yourself regularly about your stress and energy levels can be an effective habit for assessing burnout and for general wellness. The Mayo Clinic recommends asking yourself the following questions to determine if you might be suffering from burnout.
Have you become cynical or critical at work?
Do you drag yourself to work and have trouble getting started once you arrive?
Have you become irritable or impatient with co-workers, customers or clients?
Do you lack the energy to be consistently productive?
Do you lack satisfaction from your achievements?
Do you feel disillusioned about your job?
Are you using food, drugs or alcohol to feel better or to simply not feel?
Have your sleep habits or appetite changed?
Are you troubled by unexplained headaches, backaches or other physical complaints?
According to the Mayo Clinic, answering yes to more than one of these questions can be a sign that you need to take corrective action. We’ll look in more detail about the corrective actions you can take in the rest of this article.
Do less. Now.
To start getting things back on track, you’ll need to start doing less. Less work, less stress, less everything. Many technologists impacted by burnout have written or spoken on taking months or even years off work to give themselves time to recover. This can be a fantastic route back to wellness for those fortunate enough to have the professional and financial security to allow them to take large stretches of time off work. For the much larger group of burned out workers that need to balance earning a paycheck with their wellness, this can be more challenging.
For those of us who need to stay in the cycle of work to fund our daily needs, finding ways to do less can feel like adding another daunting task to the pile. To properly assess where and how you can cut back on your commitments, you’ll need to find a short stretch of time clear of stressors and responsibilities to take stock of what can be scaled back. A long weekend, weekend or even a few hours of time dedicated to looking only at how you can cut back on work and stress can be an effective way to take stock of your responsibilities.
Make a list of stressors and activities to begin to triage. Anything that would damage or seriously disrupt your life if not attended to (doing your taxes, showing up at work, paying rent) should be marked as essential. Grade other activities in your life, marking the ones that aren’t essential and working to temporarily reduce these or remove them from your life. It can feel difficult to let go of things while recovering from burnout. This process can benefit from a second opinion, if you’re working with a coach, therapist or trusted friend to manage your burnout.
Reducing your workload and stressors can let you begin to recover from burnout. You can reintroduce things back into your schedule and life. Reintroduce stressors and activities back into your life slowly, to minimize risk of relapse. Keeping a journal will let you keep tabs on how different activities are impacting your energy levels and state of mind.
Remove toxicity
Toxic people or settings can drain you faster than overwork alone can. While you work to reduce your workload and stress, coworkers, friends, family or bosses who are toxic influences can act as a multiplier for the stressors that remain. Identifying these people and limiting your interactions with them during your recovery can help you get back on track faster and happier. A journal can be an important tool in tracking how interactions with different people impact your wellness and state of mind. If the toxic presence in your life is someone you can avoid or cut out without penalty, burnout is a great reason to finally replace them with healthier relationships.
If you can’t remove them from your life, minimizing the impact toxic people have on your wellness is vital. Work to identify what aspect of the relationship is draining or damaging and create interventions around damaging interactions. While a chronically complaining coworker’s negativity can be stopped short with setting firm conversational boundaries and redirection, a combative boss can be a harder challenge. Seeking allies and advice can make you feel less alone in your battles and provide healthy emotional support.
Ask for help
Trying to find your way back to health and wellness after burning out can be a daunting task. Seeking help from health care professionals, trusted peers or both can give you backup on your journey back to feeling better. With symptoms that can mirror those of depression, burnout can be the precursor to a number of mental and physical ailments. Talk to your doctor immediately if you’re experiencing symptoms of depression or any other health concerns.
Being open with your trusted friends about burnout can let you access valuable support and help explain why you may need extra care and consideration while you recover. Many suffering from burnout report finding maintaining relationships a challenge. Letting your loved ones know what you’re going through and why you may be less available invites them to be more understanding of cancelled plans or other issues while you’re recovering. Burnout can impact memory and cognitive function. Letting your support network assist in decision making during burnout can help add perspective to counterbalance these deficits.
Talking to your friends and peers about your health and needs can offer valuable support. But those who are pushed to a mental or physical health crisis by burnout should work with healthcare professionals to plan their recovery. Sufferers of mild to moderate burnout can also benefit from planning their return to wellness with an experienced practitioner. Medical or counseling professionals may prescribe medicines, talk therapy, group sessions or other therapeutic intervention.
Go easy on yourself
Recovering from burnout is a process that takes energy, time and compassion for yourself. In the same way that toxic people or workplaces can set you back, negative repetitive thoughts will harm your recovery. Recognizing that burnout’s impact on you is a temporary state that isn’t your fault can help you begin to manage your feelings and expectations for yourself. Sufferers often report feeling stupid, lazy or that they lack the skills to do their job. This is natural, as burnout can severely limit your cognitive function, your energy levels and resilience while dramatically increasing your cognitive load. Working with a counselor may help if you’re finding it difficult to be patient with your progress back to health or are troubled by persistent intrusive thoughts.
Burnout can seriously limit the amount of energy you have. Spend as little of the energy you have left beating yourself up as possible. You’re going to be ok. It’s all going to be ok.
This article doesn’t offer one-size-fits all fixes for burnout or overwork, but aims to provide a framework with points to consider that may help shape your wellness. No article can act as a substitute for professionally administered healthcare or robust self care. |
2017 |
Jessica Rose |
jessicarose |
2017-12-16T00:00:00+00:00 |
https://24ways.org/2017/care-and-feeding-of-burnout/ |
process |
| 205 |
Why Design Systems Fail |
Design systems are so hot right now, and for good reason. They promote a modular approach to building a product, and ensure organizational unity and stability via reusable code snippets and utility styles. They make prototyping a breeze, and provide a common language for both designers and developers.
A design system is a culmination of several individual components, which can include any or all of the following (and more):
Style guide or visual pattern library
Design tooling (e.g. Sketch Library)
Component library (where the components live in code)
Code usage guidelines and documentation
Design usage documentation
Voice and tone guideline
Animation language guideline
Design systems are standalone (internal or external) products, and have proven to be very effective means of design-driven development. However, in order for a design system to succeed, everyone needs to get on board.
I’d like to go over a few considerations to ensure design system success and what could hinder that success.
Organizational Support
Put simply, any product, including internal products, needs support. Something as cross-functional as a design system, which spans every vertical project team, needs support from the top and bottom levels of your organization.
What I mean by that is that there needs to be top-level support from project managers up through VP’s to see the value of a design system, to provide resources for its implementation, and advocate for its use company-wide. This is especially important in companies where such systems are being put in place on top of existing, crufty codebases, because it may mean there needs to be some time and effort put in the calendar for refactoring work.
Support from the bottom-up means that designers and engineers of all levels also need to support this system and feel responsibility for it. A design system is an organization’s product, and everyone should feel confident contributing to it. If your design system supports external clients as well (such as contractors), they too can become valuable teammates.
A design system needs support and love to be nurtured and to grow. It also needs investment.
Investment
To have a successful design system, you need to make a continuous effort to invest resources into it. I like to compare this to working out.
You can work out intensely for 3 months and see some gains, but once you stop working out, those will slowly fade away. If you continue to work out, even if its less often than the initial investment, you’ll see yourself maintaining your fitness level at a much higher rate than if you stopped completely.
If you invest once in a design system (say, 3 months of overhauling it) but neglect to keep it up, you’ll face the same situation. You’ll see immediate impact, but that impact will fade as it gets out of sync with new designs and you’ll end up with strange, floating bits of code that nobody is using. Your engineers will stop using it as the patterns become outdated, and then you’ll find yourself in for another round of large investment (while dreading going through the process since its fallen so far out of shape).
With design systems, small incremental investments over time lead to big gains overall.
With this point, I also want to note that because of how they scale, design systems can really make a large impact across the platform, making it extremely important to really invest in things like accessibility and solid architecture from the start. You don’t want to scale a brittle system that’s not easy to use.
Take care of your design systems, and keep working on them to ensure their effectiveness. One way to ensure this is to have a dedicated team working on this design system, managing tickets and styling updates that trickle out to the rest of your company.
Responsibility
With some kind of team to act as an owner of a design system, whether it be the design team, engineering team, or a new team
made of both designers and engineers (the best option), your company is more likely to keep a relevant, up-to-date system that doesn’t break.
This team is responsible for a few things:
Helping others get set up on the system (support)
Designing and building components (development)
Advocating for overall UI consistency and adherence (evangelism)
Creating a rollout plan and update system (product management)
As you can see, these are a lot of roles, so it helps to have multiple people on this team, at least part of the time, if you can. One thing I’ve found to be effective in the past is to hold office hours for coworkers to book slots within to help them get set up and to answer any questions about using the system. Having an open Slack channel also helps for this sort of thing, as well as for bringing up bugs/issues/ideas and being an channel for announcements like new releases.
Communication
Once you have resources and a plan to invest in a design system, its really important that this person or team acts as a bridge between design and engineering. Continuous communication is really important here, and the way you communicate is even more important.
Remember that nobody wants to be told what to do or prescribed a solution, especially developers, who are used to a lot of autonomy (usually they get to choose their own tools at work). Despite how much control the other engineers have on the process, they need to feel like they have input, and feel heard.
This can be challenging, especially since ultimately, some party needs to be making a final decision on direction and execution. Because it’s a hard balance to strike, having open communication channels and being as transparent as possible as early as possible is a good start.
Buy-in
For all of the reasons we’ve just looked over, good communication is really important for getting buy-in from your users (the engineers and designers), as well as from product management.
Building and maintaining a design system is surprisingly a lot of people-ops work.
To get buy-in where you don’t have a previous concensus that this is the right direction to take, you need to make people want to use your design system. A really good way to get someone to want to use a product is to make it the path of least resistance, to show its value.
Gather examples and usage wins, because showing is much more powerful than telling.
If you can, have developers use your product in a low-stakes situation where it provides clear benefits. Hackathons are a great place to debut your design system. Having a hackathon internally at DigitalOcean was a perfect opportunity to:
Evangelize for the design system
See what people were using the component library for and what they were struggling with (excellent user testing there)
Get user feedback afterward on how to improve it in future iterations
Let people experience the benefits of using it themselves
These kinds of moments, where people explore on their own are where you can really get people on your side and using the design system, because they can get their hands on it and draw their own conclusions (and if they don’t love it — listen to them on how to improve it so that they do). We don’t always get so lucky as to have this sort of instantaneous user feedback from our direct users.
Architecture
I briefly mentioned the scalable nature of design systems. This is exactly why it’s important to develop a solid architecture early on in the process. Build your design system with growth and scalability in mind. What happens if your company acquires a new product? What happens when it develops a new market segment? How can you make sure there’s room for customization and growth?
A few things we’ve found helpful include:
Namespacing
Use namespacing to ensure that the system doesn’t collide with existing styles if applying it to an existing codebase. This means prefixing every element in the system to indicate that this class is a part of the design system. To ensure that you don’t break parts of the existing build (which may have styled base elements), you can namespace the entire system inside of a parent class. Sass makes this easy with its nested structure.
This kind of namespacing wouldn’t be necessary per se on new projects, but it is definitely useful when integrating new and old styles.
Semantic Versioning
I’ve used Semantic Versioning on all of the design systems I’ve ever worked on. Semantic versioning uses a system of Major.Minor.Patch for any updates. You can then tag released on Github with versioned updates and ensure that someone’s app won’t break unintentionally when there is an update, if they are anchored to a specific version (which they should be).
We also use this semantic versioning as a link with our design system assets at DigitalOcean (i.e. Sketch library) to keep them in sync, with the same version number corresponding to both Sketch and code.
Our design system is served as a node module, but is also provided as a series of built assets using our CDN for quick prototyping and one-off projects. For these built assets, we run a deploy script that automatically creates folders for each release, as well as a latest folder if someone wanted the always-up-to-date version of the design system.
So, semantic versioning for the system I’m currently building is what links our design system node module assets, sketch library assets, and statically built file assets.
The reason we have so many ways of consuming our design system is to make adoption easier and to reduce friction.
Friction
A while ago, I posed the question of why design systems become outdated and unused, and a major conclusion I drew from the conversation was:
“If it’s harder for people to use than their current system, people just won’t use it”
You have to make your design system the path of least resistance, lowering cognitive overhead of development, not adding to it. This is vital. A design system is intended to make development much more efficient, enforce a consistent style across sites, and allow for the developer to not worry as much about small decisions like naming and HTML semantics. These are already sorted out for them, meaning they can focus on building product.
But if your design system is complicated and over-engineered, they may find it frustrating to use and go back to what they know, even if its not the best solution. If you’re a Sass expert, and base your system on complex mixins and functions, you better hope your user (the developer) is also a Sass expert, or wants to learn. This is often not the case, however. You need to talk to your audience.
With the DigitalOcean design system, we provide a few options:
Option 1
Users can implement the component library into a development environment and use Sass, select just the components they want to include, and extend the system using a hook-based system. This is the most performant and extensible output. Only the components that are called upon are included, and they can be easily extended using mixins.
But as noted earlier, not everyone wants to work this way (including Sass a dependency and potentially needing to set up a build system for it and learn a new syntax). There is also the user who just wants to throw a link onto their page and have it look nice, and thats where our versioned built assets come in.
Option 2
With Option 2, users pull in links that are served via a CDN that contain JS, CSS, and our SVG icon library. The code is a bit bigger than the completely customized version, but often this isn’t the aim when people are using Option 2.
Reducing friction for adoption should be a major goal of your design system rollout.
Conclusion
Having a design system is really beneficial to any product, especially as it grows. In order to have an effective system, it’s important to primarily always keep your user in mind and garner support from your entire company. Once you have support and acceptance, this system will flourish and grow. Make sure someone is responsible for it, and make sure its built with a solid foundation from the start which will be carefully maintained toward the future. Good luck, and happy holidays! |
2017 |
Una Kravets |
unakravets |
2017-12-14T00:00:00+00:00 |
https://24ways.org/2017/why-design-systems-fail/ |
process |
| 207 |
Want to Break Out of Comparison Syndrome? Do a Media Detox |
“Comparison is the thief of joy.”
—Theodore Roosevelt
I grew up in an environment of perpetual creativity and inventiveness. My father Dennis built and flew experimental aircraft as a hobby. During my entire childhood, there was an airplane fuselage in the garage instead of a car. My mother Deloria was a self-taught master artisan who could quickly acquire any skills that it took to work with fabric and weaving. She could sew any garment she desired, and was able to weave intricate wall hangings just by looking at a black and white photos in magazines. My older sister Diane blossomed into a consummate fine artist who drew portraits with uncanny likeness, painted murals, and studied art and architecture. In addition, she loved good food and had a genius for cooking and baking, which converged in her creating remarkable art pieces out of cake that were incredibly delicious to boot. Yes. This was the household in which I grew up.
While there were countless positives to being surrounded by people who were compelled to create, there was also a downside to it. I incessantly compared myself to my parents and older sister and always found myself lacking.
It wasn’t a fair comparison, but tell that to a sensitive kid who wanted to fit in to her family by being creative as well. From my early years throughout my teens, I convinced myself that I would never understand how to build an airplane or at least be as proficient with tools as my father, the aeronautical engineer. Even though my sister was six years older than I was, I lamented that I would never be as good a visual artist as she was. And I marveled at my mother’s seemingly magical ability to make and tailor clothes and was certain that I would never attain her level of mastery.
This habit of comparing myself to others grew over the years, continuing to subtly and effectively undermine my sense of self. I had almost reached an uneasy truce with my comparison habit when social media happened.
As an early adopter of Twitter, I loved staying connected to people I met at tech conferences. However, as I began to realize my aspirations of being an author and a speaker, Twitter became a dreaded hall of mirrors where I only saw distorted reflections of my lack of achievement in other people’s success. Every person announcing a publishing deal caused me to drown under waves of envy over the imagined size of her or his book advance as I struggled to pay my mortgage. Every announcement I read of someone speaking at a conference led to thoughts of, “I wish I were speaking at that conference – I must not be good enough to be invited.” Twitter was fertile ground for my Inner Critic to run rampant.
One day in 2011, my comparisons to people who I didn’t even know rose to a fever pitch. I saw a series of tweets that sparked a wave of self-loathing so profound that I spent the day sobbing and despondent, as I chastised myself for being a failure. I had fallen into the deep pit of Comparison Syndrome, and to return to anything close to being productive took a day or two of painstakingly clawing my way out.
Comparison Syndrome Takes Deficiency Anxiety to Eleven
Do any of these scenarios ring true?
You frequently feel like a failure when viewing the success of others.
You feel dispirited and paralyzed in moving forward with your own work because it will never measure up to what others have done.
You discount your ideas because you fear that they aren’t as good as those of your colleagues or industry peers.
Are you making yourself miserable by thinking thoughts like these?
“I’m surrounded by people who are so good at what they do, how can I possibly measure up?”
“Compared to my partner, my musical ability is childish – and music is no longer fun.”
“Why haven’t I accomplished more by now? My peers are so much more successful than I am.”
Unenviable Envy
Many people use the terms envy and jealousy interchangeably, but they are two distinct emotions. Jealousy is the fear of losing someone to a perceived rival: a threat to an important relationship and the parts of the self that are served by that relationship. Jealousy is always about the relationship between three people. Envy is wanting what another has because of a perceived shortcoming on your part. Envy is always based on a social comparison to another.1
Envy is a reaction to the feeling of lacking something. Envy always reflects something we feel about ourselves, about how we are somehow deficient in qualities, possessions, or success.2 It’s based on a scarcity mentality: the idea that there is only so much to go around, and another person got something that should rightfully be yours.3
A syndrome is a condition characterized by a set of associated symptoms. I call it Comparison Syndrome because a perceived deficiency of some sort – in talent, accomplishments, success, skills, etc. – is what initially sparks it. While at the beginning you may merely feel inadequate, the onset of the syndrome will bring additional symptoms. Lack of self-trust and feelings of low self-worth will fuel increased thoughts of not-enoughness and blindness to your unique brilliance. If left unchecked, Deficiency Anxieties can escalate to full-blown Comparison Syndrome: a form of the Inner Critic in which we experience despair from envy and define ourselves as failures in light of another’s success.
The irony is that when we focus so much on what we lack, we can’t see what we have in abundance that the other person doesn’t have. And in doing so, we block what is our birthright: our creative expression. Envy shackles our creativity, keeps us trapped in place, and prevents forward movement. The Inner Critic in the form of Comparison Syndrome caused by envy blocks us from utilizing our gifts, seeing our path clearly, and reveling in our creative power.
In order to keep a grip on reality and not fall into the abyss of Comparison Syndrome, we’ll quell the compulsion to compare before it happens: we will free the mental bandwidth to turn our focus inward so we can start to see ourselves clearly.
Break the Compulsion to Compare
“Why compare yourself with others? No one in the entire world can do a better job of being you than you.”
— Krystal Volney, poet and author
At some point in time, many of us succumb to moments of feeling that we are lacking and comparing ourselves unfavorably to others. As social animals, much of our self-definition comes from comparison with others. This is how our personalities develop. We learn this behavior as children, and we grow up being compared to siblings, peers, and kids in the media. Because of this, the belief that somehow, someway, we aren’t good enough becomes deeply ingrained. The problem is that whenever we deem ourselves to be “less than,” our self-esteem suffers. This creates a negative feedback loop where negative thoughts produce strong emotions that result in self-defeating behaviors that beget more negative thoughts.
Couple this cycle with the messages we get from society that only “gifted” people are creative, and it’s no wonder that many of us will fall down the rabbit hole of Comparison Syndrome like I did on that fated day while reading tweets. Comparing ourselves to others is worse than a zero-sum game, it’s a negative-sum game. No one wins, our self-esteem deteriorates, and our creative spark dies out.
With effort, we can break the compulsion to compare and stop the decline into Comparison Syndrome by turning the focus of comparison inward to ourselves and appreciating who we’ve become. But first, we need to remove some of the instances that trigger our comparisons in the first place.
Arrest: Stop the Triggers
“Right discipline consists, not in external compulsion, but in the habits of mind which lead spontaneously to desirable rather than undesirable activities.”
— Bertrand Russell, philosopher
After my Twitter post meltdown, I knew had to make a change. While bolstering my sense of self was clearly a priority, I also knew that my ingrained comparison habit was too strong to resist and that I needed to instill discipline. I decided then and there to establish boundaries with social media.
First, to maintain my sanity, I took this on as my mantra:
“I will not compare myself to strangers on the Internet or acquaintances on Facebook.”
If you find yourself sliding down the slippery slope of social media comparison, you can do the same: repeat this mantra to yourself to help put on the brakes.
Second, in order to reduce my triggers, I stopped reading the tweets of the people I followed. However, I continued to be active on Twitter through sharing information, responding to mentions, crowdsourcing, and direct messaging people. It worked! The only time I’d start to slip into darkness were the rare instances when I would break my rules and look at my Twitstream.
But we can do even more than calm ourselves with helpful mantras. Just like my example of modifying my use of Twitter, and more recently, of separating myself from Facebook, you can get some distance from the media that activates your comparison reflex and start creating the space for other habits that are more supportive to your being to take its place.
Creative Dose: Trigger-free and Happy
Purpose: To stop comparison triggers in their tracks
Mindfulness is a wonderful tool, but sometimes you have to get hardcore and do as much as you can to eliminate distractions so that you can first hear your own thoughts in order to know which ones you need to focus on.
Here are four steps to becoming trigger-free and happier.
Step 1: Make a List
Pay attention when you get the most triggered and hooked.
Is it on Twitter, Facebook, Instagram, or Snapchat?
Is it YouTube, TV shows, or magazines?
Make list of your top triggers.
My primary trigger is:______________________________________
My second trigger is:______________________________________
My third trigger is:______________________________________
Now that you have your list, you need to get an idea just how often you’re getting triggered.
Step 2: Monitor
It’s easy to think that we should track our activity on the computer, but these days, it’s no longer our computer use that is the culprit: most of us access social media and news from our phones. Fortunately, there are apps that will track the usage for both.
Seeing just how much you consume media from either or both will show you how much of an accomplice the use of devices is to your comparison syndrome, and how much you need to modify your behavior accordingly.
For tracking both computer use and tablet use, this app works great:
RescueTime.com tracks app usage and sends a productivity report at the end of the week via email.
For your phone, there are many for either platform.4 Although I recommend fully researching what is available and will work for you best, here are a few recommendations:
For both platforms: Offtime, Breakfree, Checky
For Android only: Flipd, AppDetox, QualityTime, Stay On Task
For iOS only: Moment
Install your app of choice, and see what you find. How much time are you spending on sites or apps that compel you to compare?
Step 3: Just Say No
Now that you know what your triggers are and how much you’re exposing yourself to them, it’s time to say No.
Put yourself on a partial social media and/or media detox for a specified period of time; consider even going for a full media detox.5 I recommend starting with one month.
To help you to fully commit, I recommend writing this down and posting it where you can see it.
I, ___________________, commit to avoiding my comparison triggers
of ___________________, ___________________, and ___________________
for the period of ___________________,
starting on ___________________ and ending on ___________________ .
To help you out, I’ve created a social media detox commitment sheet for you.
Step 4: Block
When I decided to reduce my use of Twitter and Facebook to break my comparison habit, initially I tried to rely solely on self-discipline, which was only moderately successful. Then I realized that I could use the power of technology to help. Don’t think you have to rely upon sheer willpower to block, or at least limit, your exposure to known triggers. If your primary access to the items that cause you to compare yourself to others is via computers and other digitalia, use these devices to help maintain your mental equilibrium.
Here are some apps and browser extensions that you can use during your media detox to help keep yourself sane and stay away from sites that could throw you into a comparison tailspin.
These apps are installed onto your computer:
RescueTime.com works on both computer and mobile devices, and does a lot more than just prevent you from going to sites that will ruin your concentration, it will also track your apps usage and give you a productivity report at the end of the week.
Focus and SelfControl (Mac-only)
To go right to the source and prevent you from visiting sites through your browser, there are browser extensions.
Not only can you put in the list of the URLs that are your points of weakness, but you can also usually set the times of the day you need the self-control the most.
Google Chrome: StayFocusd, Strict Workflow, and Website Blocker
Firefox: Idderall and Leechblock
Safari: WasteNoTime and MindfulBrowsing
Edge (or Explorer): Unfortunately, there are currently no website blocking extensions for these browsers.
I currently use a browser extension to block me from using Facebook between 9:00am – 6:00pm. It’s been a boon for my sanity: I compare tons less. A bonus is that it’s been terrific for my productivity as well.
Which tool will you use for your media detox time? Explore them all and then settle upon the one(s) that will work the best for you. Install it and put it to work.
Despite the tool, you will still need to exercise discipline. Resist the urge to browse Instagram or Facebook while waiting for your morning train. You can do it!
Step 5: Relax
Instead of panicking from FOMO (Fear of Missing Out), take comfort from this thought: what you don’t know won’t affect you. Start embracing JOMO (Joy of Missing Out), and the process of rebuilding and maintaining your sanity.
What will you do instead of consuming the media that compels you to
compare? Here are some ideas:
Read a book
Go for a walk
Have dinner with a friend
Go watch a movie
Learn how to play the harmonica
Take an improv class
Really, you could do anything. And depending on how much of your time and attention you’ve devoted to media, you could be recapturing a lot of lost moments, minutes, hours, and days.
Step 6: Reconnect
Use your recovered time and attention to focus on your life and reconnect with your true value-driven goals, higher aspirations, and activities that you’ve always wanted to do.
This article is an excerpt from the book Banish Your Inner Critic by Denise Jacobs, and has been reprinted with permission. If you’d like to read more, you can find the book on Amazon.
Shane Parrish, “Mental Model: Bias from Envy and Jealousy,” Farnam Street, accessed February 9, 2017. ↩
Parrish, “Mental Model: Bias from Envy and Jealousy.” ↩
Henrik Edberg, “How to Overcome Envy: 5 Effective Tips,” Practical Happiness Advice That Works | The Positivity Blog, accessed February 9, 2017. ↩
Jeremy Golden, “6 Apps to Stop Your Smartphone Addiction,” Inc.com, accessed February 10, 2017. ↩
Emily Nickerson, “How to Silence the Voice of Doubt,” The Muse, accessed February 8, 2017. ↩ |
2017 |
Denise Jacobs |
denisejacobs |
2017-12-19T00:00:00+00:00 |
https://24ways.org/2017/do-a-media-detox/ |
process |
| 218 |
Put Yourself in a Corner |
Some backstory, and a shameful confession
For the first couple years of high school I was one of those jerks who made only the minimal required effort in school. Strangely enough, how badly I behaved in a class was always in direct proportion to how skilled I was in the subject matter. In the subjects where I was confident that I could pass without trying too hard, I would give myself added freedom to goof off in class.
Because I was a closeted lit-nerd, I was most skilled in English class. I’d devour and annotate required reading over the weekend, I knew my biblical and mythological allusions up and down, and I could give you a postmodern interpretation of a text like nobody’s business. But in class, I’d sit in the back and gossip with my friends, nap, or scribble patterns in the margins of my textbooks. I was nonchalant during discussion, I pretended not to listen during lectures. I secretly knew my stuff, so I did well enough on tests, quizzes, and essays. But I acted like an ass, and wasn’t getting the most I could out of my education.
The day of humiliation, but also epiphany
One day in Ms. Kaney’s AP English Lit class, I was sitting in the back doodling. An earbud was dangling under my sweater hood, attached to the CD player (remember those?) sitting in my desk. Because of this auditory distraction, the first time Ms. Kaney called my name, I barely noticed. I definitely heard her the second time, when she didn’t call my name so much as roar it. I can still remember her five feet frame stomping across the room and grabbing an empty desk. It screamed across the worn tile as she slammed it next to hers. She said, “This is where you sit now.” My face gets hot just thinking about it.
I gathered my things, including the CD player (which was now impossible to conceal), and made my way up to the newly appointed Seat of Shame. There I sat, with my back to the class, eye-to-eye with Ms. Kaney. From my new vantage point I couldn’t see my friends, or the clock, or the window. All I saw were Ms. Kaney’s eyes, peering at me over her reading glasses while I worked. In addition to this punishment, I was told that from now on, not only would I participate in class discussions, but I would serve detention with her once a week until an undetermined point in the future.
During these detentions, Ms. Kaney would give me new books to read, outside the curriculum, and added on to my normal homework. They ranged from classics to modern novels, and she read over my notes on each book. We’d discuss them at length after class, and I grew to value not only our private discussions, but the ones in class as well. After a few weeks, there wasn’t even a question of this being punishment. It was heaven, and I was more productive than ever.
To the point
Please excuse this sentimental story. It’s not just about honoring a teacher who cared enough to change my life, it’s really about sharing a lesson. The most valuable education Ms. Kaney gave me had nothing to do with literature. She taught me that I (and perhaps other people who share my special brand of crazy) need to be put in a corner to flourish. When we have physical and mental constraints applied, we accomplish our best work.
For those of you still reading, now seems like a good time to insert a pre-emptive word of mediation. Many of you, maybe all of you, are self-disciplined enough that you don’t require the rigorous restrictions I use to maximize productivity. Also, I know many people who operate best in a stimulating and open environment. I would advise everyone to seek and execute techniques that work best for them. But, for those of you who share my inclination towards daydreams and digressions, perhaps you’ll find something useful in the advice to follow.
In which I pretend to be Special Agent Olivia Dunham
Now that I’m an adult, and no longer have Ms. Kaney to reign me in, I have to find ways to put myself in the corner. By rejecting distraction and shaping an environment designed for intense focus, I’m able to achieve improved productivity.
Lately I’ve been obsessed with the TV show Fringe, a sci-fi series about an FBI agent and her team of genius scientists who save the world (no, YOU’RE a nerd). There’s a scene in the show where the primary character has to delve into her subconscious to do extraordinary things, and she accomplishes this by immersing herself in a sensory deprivation tank. The premise is this: when enclosed in a space devoid of sound, smell, or light, she will enter a new plane of consciousness wherein she can tap into new levels of perception.
This might sound a little nuts, but to me this premise has some real-world application. When I am isolated from distraction, and limited to only the task at hand, I’m able to be productive on a whole new level. Since I can’t actually work in an airtight iron enclosure devoid of input, I find practical ways to create an interruption-free environment.
Since I work from home, many of my methods for coping with distractions wouldn’t be necessary for my office-bound counterpart. However for some of you 9-to-5-ers, the principles will still apply.
Consider your visual input
First, I have to limit my scope to the world I can (and need to) affect. In the largest sense, this means closing my curtains to the chaotic scene of traffic, birds, the post office, a convenience store, and generally lovely weather that waits outside my window. When the curtains are drawn and I’m no longer surrounded by this view, my sphere is reduced to my desk, my TV, and my cat. Sometimes this step alone is enough to allow me to focus.
But, my visual input can be whittled down further still. For example, the desk where I usually keep my laptop is littered with twelve owl figurines, a globe, four books, a three-pound weight, and various nerdy paraphernalia (hard drives, Wacom tablets, unnecessary bluetooth accessories, and so on). It’s not so much a desk as a dumping ground for wacky flea market finds and impulse technology buys. Therefore, in addition to this Official Desk, I have an adult version of Ms. Kaney’s Seat of Shame. It’s a rusty old student’s desk I picked up at the Salvation Army, almost an exact replica of the model Ms. Kaney dragged across the classroom all those years ago. This tiny reproduction Seat of Shame is literally in a corner, where my only view is a blank wall. When I truly need to focus, this is where I take refuge, with only a notebook and a pencil (and occasionally an iPad).
Find out what works for your ears
Even from my limited sample size of two people, I know there are lots of different ways to cope with auditory distraction. I prefer silence when focused on independent work, and usually employ some form of a white noise generator. I’ve yet to opt for the fancy ‘real’ white noise machines; instead, I use a desktop fan or our allergy filter machine. This is usually sufficient to block out the sounds of the dishwasher and the cat, which allows me to think only about the task of hand.
My boyfriend, the other half of my extensive survey, swears by another method. He calls it The Wall of Sound, and it’s basically an intense blast of raucous music streamed directly into his head. The outcome of his technique is really the same as mine; he’s blocking out unexpected auditory input. If you can handle the grating sounds of noisy music while working, I suggest you give The Wall of Sound a try.
Don’t count the minutes
When I sat in the original Seat of Shame in lit class, I could no longer see the big classroom clock slowly ticking away the seconds until lunch. Without the marker of time, the class period often flew by. The same is true now when I work; the less aware of time I am, the less it feels like time is passing too quickly or slowly, and the more I can focus on the task (not how long it takes).
Nowadays, to assist in my effort to forget the passing of time, I sometimes put a sticky note over the clock on my monitor. If I’m writing, I’ll use an app like WriteRoom, which blocks out everything but a simple text editor.
There are situations when it’s not advisable to completely lose track of time. If I’m working on a project with an hourly rate and a tight scope, or if I need to be on time to a meeting or call, I don’t want to lose myself in the expanse of the day. In these cases, I’ll set an alarm that lets me know it’s time to reign myself back in (or on some days, take a shower).
Put yourself in a mental corner, too
When Ms. Kaney took action and forced me to step up my game, she had the insight to not just change things physically, but to challenge me mentally as well. She assigned me reading material outside the normal coursework, then upped the pressure by requiring detailed reports of the material. While this additional stress was sometimes uncomfortable, it pushed me to work harder than I would have had there been less of a demand. Just as there can be freedom in the limitations of a distraction-free environment, I’d argue there is liberty in added mental constraints as well.
Deadlines as a constraint
Much has been written about the role of deadlines in the creative process, and they seem to serve different functions in different cases. I find that deadlines usually act as an important constraint and, without them, it would be nearly impossible for me to ever consider a project finished. There are usually limitless ways to improve upon the work I do and, if there’s no imperative for me to be done at a certain point, I will revise ad infinitum. (Hence, the personal site redesign that will never end – Coming Soon, Forever!). But if I have a clear deadline in mind, there’s a point when the obsessive tweaking has to stop. I reach a stage where I have to gather up the nerve to launch the thing.
Putting the pro in procrastination
Sometimes I’ve found that my tendency to procrastinate can help my productivity. (Ducks, as half the internet throws things at her.) I understand the reasons why procrastination can be harmful, and why it’s usually a good idea to work diligently and evenly towards a goal. I try to divide my projects up in a practical way, and sometimes I even pull it off. But for those tasks where you work aimlessly and no focus comes, or you find that every other to-do item is more appealing, sometimes you’re forced to bring it together at the last moment. And sometimes, this environment of stress is a formula for magic. Often when I’m down to the wire and have no choice but to produce, my mind shifts towards a new level of clarity. There’s no time to endlessly browse for inspiration, or experiment with convoluted solutions that lead nowhere.
Obviously a life lived perpetually on the edge of a deadline would be a rather stressful one, so it’s not a state of being I’d advocate for everyone, all the time. But every now and then, the work done when I’m down to the wire is my best.
Keep one toe outside your comfort zone
When I’m choosing new projects to take on, I often seek out work that involves an element of challenge. Whether it’s a design problem that will require some creative thinking, or a coding project that lends itself to using new technology like HTML5, I find a manageable level of difficulty to be an added bonus. The tension that comes from learning a new skill or rethinking an old standby is a useful constraint, as it keeps the work interesting, and ensures that I continue learning.
There you have it
Well, I think I’ve spilled most of my crazy secrets for forcing my easily distracted brain to focus. As with everything we web workers do, there are an infinite number of ways to encourage productivity. I hope you’ve found a few of these to be helpful, and please share your personal techniques in the comments. Have a happy and productive new year! |
2010 |
Meagan Fisher |
meaganfisher |
2010-12-20T00:00:00+00:00 |
https://24ways.org/2010/put-yourself-in-a-corner/ |
process |
| 225 |
Good Ideas Grow on Paper |
Great designers have one thing in common: their design process is centred on ideas; ideas that are more often than not developed on paper. Though it’s often tempting to take the path of least resistance, turning to the computer in the headlong rush to complete a project (often in the face of formidable client pressure), resist the urge and – for a truly great idea – start first on paper.
The path of least resistance is often characterised by cliché and overused techniques – one per cent noise, border-radius, text-shadow – the usual suspects – techniques that are ten-a-penny at the gallery sites. Whilst all are useful, and technique and craft are important, great design isn’t about technique alone – it’s about technique in the service of good ideas.
But how do we generate those ideas?
Inspiration can certainly come to you out of the blue. When working as a designer in a role which often consists of incubating good ideas, however, idly waiting for the time-honoured lightbulb to appear above your head just isn’t good enough. We need to establish an environment where we tip the odds of getting good ideas in our favour.
So, when faced with the blank canvas, what do we do to unlock the proverbial tidal wave of creativity? Fear not. We’re about to share with you a couple of stalwart techniques that will stand you in good stead when you need that good idea, in the face of the pressure of yet another looming deadline.
Get the process right
Where do ideas come from? In many cases they come from anywhere but the screen. Hence, our first commandment is to close the lid of your computer and, for a change, work on paper. It might seem strange, it might also seem like a distraction, but – trust us – the time invested here will more than pay off.
Idea generation should be a process of rapid iteration, sketching and thinking aloud, all processes best undertaken in more fast paced, analogue media. Our tool of choice is the Sharpie and Flip Chart Combo©, intentionally low resolution to encourage lo-fi idea generation. In short, your tools should be designed not to be precious, but to quickly process your thoughts. Ideas can be expressed with a thick line marker or by drawing with a stick in the sand; it’s the ideas that matter, not the medium.
Input > Synthesise > Output
Ideas don’t materialise in a vacuum. Without constant input, the outputs will inevitably remain the same. As such, it’s essential to maintain an inquisitive mind, ensuring a steady flow of new triggers and stimuli that enable your thinking to evolve.
What every designer brings to the table is their prior experience and unique knowledge. It should come as no surprise to discover that a tried and tested method of increasing that knowledge is, believe it or not, to read – often and widely. The best and most nuanced ideas come after many years of priming the brain with an array of diverse material, a point made recently in Jessica Hische’s aptly named Why You Should Know Your Shit.
One of the best ways of synthesising the knowledge you accumulate is to write. The act of writing facilitates your thinking and stores the pieces of the jigsaw you’ll one day return to. You don’t have to write a book or a well-articulated article; a scribbled note in the margin will suffice in facilitating the process of digestion.
As with writing, we implore you to make sketching an essential part of your digestion process. More immediate than writing, sketching has the power to put yet unformed ideas down on paper, giving you an insight into the fantastic conceptions you’re more often than not still incubating.
Our second commandment is a practical one: always carry a sketchbook and a pen. Although it seems that the very best ideas are scribbled on the back of a beer mat or a wine-stained napkin, always carrying your ‘thinking utensils’ should be as natural as not leaving the house without your phone, wallet, keys or pants.
Further, the more you use your sketchbook, the less precious you’ll find yourself becoming. Sketching isn’t about being an excellent draughtsman, it’s about synthesising and processing your thoughts and ideas, as Jason Santa Maria summarises nicely in his article Pretty Sketchy:
Sketchbooks are not about being a good artist, they’re about being a good thinker.
Jason Santa Maria
The sketchbook and pen should become your trusted tools in your task to constantly survey the world around you. As Paul Smith says, You Can Find Inspiration in Anything; close the lid, look beyond the computer; there’s a whole world of inspiration out there.
Learn to love old dusty buildings
So, how do you learn? How do you push beyond the predictable world pre-filtered by Mr Google? The answer lies in establishing a habit of exploring the wonderful worlds of museums and libraries, dusty old buildings that repay repeated visits.
Once the primary repositories of thought and endless sources of inspiration, these institutions are now often passed over for the quick fix of a Google search or Wikipedia by you, the designer, chained to a desk and manacled to a MacBook. Whilst others might frown, we urge you to get away from your desk and take an eye-opening stroll through the knowledge-filled corridors of yore (and don’t forget to bring your sketchbook).
Here you’ll find ideas aplenty, ideas that will set you apart from your peers, who remain ever-reliant on the same old digital sources.
The idea generation toolbox
Now that we’ve established the importance of getting the process and the context right, it’s time to meet the idea generation toolbox: a series of tools and techniques that can be applied singularly or in combination to solve the perennial problem of the blank canvas.
The clean sheet of paper, numbing in its emptiness, can prove an insurmountable barrier to many a project, but the route beyond it involves just a few, well-considered steps. The route to a good idea lies in widening your pool of inspiration at the project outset. Let go and generate ideas quickly; it’s critical to diverge before you converge – but how do we do this and what exactly do we mean by this?
The temptation is to pull something out of your well-worn box of tricks, something that you know from experience will do the job. We urge you, however, not to fall prey to this desire. You can do better; better still, a few of you putting your minds together can do a lot better. By avoiding the path of least resistance, you can create something extraordinary.
Culturally, we value logical, linear thinking. Since the days of Plato and Aristotle, critical thinking, deduction and the pursuit of truth have been rewarded. To generate creative ideas, however, we need to start thinking sideways, making connections that don’t necessarily follow logically. Lateral thinking, a phrase coined by Edward de Bono in 1967, aptly describes this very process:
With logic you start out with certain ingredients, just as in playing chess you start out with given pieces – lateral thinking is concerned not with playing with the existing pieces but with seeking to change those very pieces.
Edward de Bono
One of the easiest ways to start thinking laterally is to start with a mind map, a perfect tool for widening the scope of a project beyond the predictable and an ideal one for getting the context right for discovery.
Making connections
Mind maps can be used to generate, visualise and structure ideas. Arranged intuitively and classified around groupings, mind maps allow chance connections to be drawn across related groups of information, and are perfect for exposing alogical associations and unexpected relationships.
Get a number of people together in a room, equipped with the Sharpie and Flip Chart Combo©. Give yourself a limited amount of time – half an hour should prove more than enough – and you’ll be surprised at the results a few well-chosen people can generate in a very short space of time. The key is to work fast, diverge and not inhibit thinking.
We’ve been embracing Tony Buzan’s methods in our teaching for over a decade. His ideas on the power of radiant thinking and how this can be applied to mind maps, uncover the real power which lies in the human brain’s ability to spot connections across a mapped out body of diverse knowledge.
Frank Chimero wrote about this recently in How to Have an Idea, which beautifully illustrates Mr Buzan’s theories, articulating the importance of the brain’s ability to make abstract connections, finding unexpected pairings when a concept is mapped out on paper.
Once a topic is surveyed and a rich set of stimuli articulated, the next stage is to draw connections, pulling from opposite sides of the mind map. It’s at this point, when defining alogical connections, that the truly interesting and unexpected ideas are often uncovered.
The curve ball
If you’ve followed our instructions so far, all being well, you should have a number of ideas. Good news: we have one last technique to throw into the mix. We like to call it ‘the curve ball’, that last minute ‘something’ that forces you to rethink and encourages you to address a problem from a different direction.
There are a number of ways of throwing in a curve ball – a short, sharp, unexpected impetus – but we have a firm favourite we think you’ll appreciate. Brian Eno and Peter Schmidt’s Oblique Strategies – subtitled ‘Over One Hundred Worthwhile Dilemmas’ – are the perfect creative tool for throwing in a spot of unpredictability. As Eno and Schmidt put it:
The Oblique Strategies can be used as a pack (a set of possibilities being continuously reviewed in the mind) or by drawing a single card from the shuffled pack when a dilemma occurs in a working situation. In this case the card is trusted even if its appropriateness is quite unclear. They are not final, as new ideas will present themselves, and others will become self-evident.
Brian Eno and Peter Schmidt
Simply pick a card and apply the strategy to the problem at hand. The key here, as with de Bono’s techniques, is to embrace randomness and provocation to inspire lateral creative approaches.
To assist this process, you might wish to consult one of the many virtual decks of Oblique Strategies online.
Wrapping up
To summarise, it’s tempting to see the route to the fastest satisfactory conclusion in a computer when, in reality, that’s the last place you should start. The tools we’ve introduced, far from time-consuming, are hyper-efficient, always at hand and, if you factor them into your workflow, the key to unlocking the ideas that set the great designers apart.
We wish you well on your quest in search of the perfect idea, now armed with the knowledge that the quest begins on paper. |
2010 |
The Standardistas |
thestandardistas |
2010-12-13T00:00:00+00:00 |
https://24ways.org/2010/good-ideas-grow-on-paper/ |
process |
| 226 |
Documentation-Driven Design for APIs |
Documentation is like gift wrapping. It seems like superfluous fluff, but your family tends to be rather disappointed when their presents arrive in supermarket carrier bags, so you have to feign some sort of attempt at making your gift look enticing. Documentation doesn’t have to be all hard work and sellotaping yourself to a table – you can make it useful and relevant.
Documentation gets a pretty rough deal. It tends to get left until the end of a project, when some poor developer is assigned the ‘document project’ ticket and wades through each feature of Whizzy New API 3.0 and needs to recall exactly what each method is meant to do. That’s assuming any time is left for documentation at all. The more common outcome resembles last minute homework scribbled on a post-it note, where just the bare bones of what’s available are put out for your users, and you hope that you’ll spot the inconsistencies and mistakes before they do.
Wouldn’t it be nicer for everyone if you could make documentation not only outstanding for your users, but also a valuable tool for your development team – so much so that you couldn’t imagine writing a line of code before you’d documented it?
Documentation needs to have three main features:
It should have total coverage and document all the features of your project. Private methods should be documented for your developers, and public features need to be available to your users.
It should be consistent – a user should know what to expect from your documentation, and terminology should be accurate to your language.
It should be current – and that means staying accurate as new versions of your code base are released.
But you can also get these bonuses:
Act as a suggested specification – a guide that will aid a developer in making something consistent and usable.
It can test your API quality.
It can enhance the communication skills within your development team.
So how do we get our documentation to be rich and full of features, instead of a little worn out like Boxing Day leftovers?
Write your documentation first
When I say first, I mean first. Not after you’ve started writing the code. Not even after you’ve started writing your unit tests. First. You may or may not have been provided with a decent specification, but the first job should be to turn your requirements for a feature into documentation.
It works best when it takes the form of in-code comments. It works even better when your in-code comments take a standard documentation format that you can later use to generate published documentation for your users. This has the benefit of immediately making your docs as version controlled as your code-base, and it saves having to rewrite, copy or otherwise harass your docs into something legible later on.
Almost all languages have a self-documentation format these days. My choice of format for JavaScript is JSDocToolkit, and the sort of things I look for are the ability to specify private and public methods, full options object statements (opts as Opts only is a no-no), and the ability to include good examples.
So, our example for today will be a new festive feature for a JavaScript API. We’ve been asked to specify a sled for Santa to get around the world to give out toys:
Santa needs to be able to travel around the world in one night to deliver toys to children, and he’ll need some reindeer to pull his sled.
As documentation, it would look like:
/**
@name Sled
@extends Vehicle
@constructor
@description Create a new sled to send Santa around the world to deliver toys to good kids.
@param {Object} [opts] Options
@param {number} [opts.capacity='50'] Set the capacity of the sled
@param {string} [opts.pilot='santa'] The pilot of the sled.
@example
// Create a sled and specify some reindeer.
new Sled().reindeer(['Dasher', 'Dancer', 'Prancer', 'Vixen', 'Comet', 'Cupid']);
*/
By breaking it down as documentation, you can, for example, hand this over to another developer without the need to explain the feature in much depth, and they’ll develop something that has to match this piece of documentation. It specifies everything that is important to this feature – its default values and types, and where it inherits other features from.
We know that we need to specify some way of setting reindeer to pull the sled and also some toys to give, and so we can quickly specify extra methods for the sled:
/*
@name vehicle.Sled#reindeer
@function
@description Set the reindeer that will pull Santa's sled.
@param {string[]} reindeer A list of the reindeer.
@example
// specifying some reindeer
Sled().reindeer(['Dasher', 'Dancer', 'Rudolph', 'Vixen']);
*/
/*
@name vehicle.Sled#toys
@function
@description Add a list of toys and recipients to the Sled.
@param {Object[]} toys A list of toys and who will receive them.
@example
// Adding toys to the sled
Sled().toys([
{name:'Brian', toy:'Fire Engine'},
{name:'Drew', toy:'Roller-skates'},
{name:'Anna', toy:'Play-doh'},
...
]);
*/
Job done! You’ve got a specification to share with your team and something useful for your users in the form of full examples, and you didn’t even have to open another text editor.
Use your documentation to share knowledge
Documentation isn’t just for users. It’s also used by internal developers to explain what they’ve written and how it works. This is especially valuable where the team is large or the code-base sprawling.
So, returning to our example, the next step would be to share with the rest of the team (or at least a selection of the team if yours is large) what the documentation looks like. This is useful for two main reasons:
They can see if they understand what the documentation says the feature will do. It’s best if they haven’t seen the requirement before. If your fellow developers can’t work out what ‘MagicMethodX’ is going to return from the docs, neither can your users.
They can check that the feature accomplishes everything that they expect to, and that it’s consistent with the rest of the functionality.
On previous projects, we’ve taken to referring to this stage of the development process as the ‘bun fight’. It’s a chance for everyone to have an honest say and throw a few pies without actually causing anyone to have to rewrite any code. If you can identify at this stage that a feature is over-complicated, lacking or just plain useless, you’ll all be much happier to throw out a few lines of documentation than you may have been to throw out a partial, or even complete, piece of functionality.
Documentation has your back
The final benefit to working in this way is that your documentation not only remains accurate, it’s always as accurate as your latest release. It can’t fall behind. You can increase the likelihood that your docs will remain up to date by unit testing your examples.
Returning to the previous example, we can add a QUnit unit test to the expected output with ease during the build process – we know exactly how the code will look and, with the @example tag, we can identify easily where to find the bits that need testing. If it’s tested it’ll definitely work as you expect it to when a user copy and pastes it. You’re ensuring quality from idea to implementation.
As an extra bauble, the best thing about a system like JSDocToolkit is that it’ll take your inline comments and turn them into beautiful sites, as good systems will allow for customised output templates. You’ll be producing full-featured sites for your projects and plugins with almost no extra effort, but all the benefits. |
2010 |
Frances Berriman |
francesberriman |
2010-12-11T00:00:00+00:00 |
https://24ways.org/2010/documentation-driven-design-for-apis/ |
process |
| 230 |
The Articulate Web Designer of Tomorrow |
You could say that we design to communicate, and that we seek emotive responses. It sounds straightforward, and it can be, but leaving it to chance isn’t wise. Many wander into web design without formal training, and whilst that certainly isn’t essential, we owe it to ourselves to draw on wider influences, learn from the past, and think smarter.
What knowledge can we ourselves explore in order to become better designers? In addition, how can we take this knowledge, investigate it through our unique discipline, and in turn speak more eloquently about what we do on the web? Below, I outline a number of things that I personally believe all designers should be using and exploring collectively.
Taking stock
Where we’re at is good. Finding clarity through web standards, we’ve ended up quite modernist in our approach, pursuing function, elegance and reduction. However, we’re not great at articulating our own design processes and principles to outsiders. Equally, we rely heavily on our instincts when deciding if something is or isn’t good. That’s fine, but we can better understand why things are the way they are by looking a little deeper, thereby helping us articulate what goes on in our design brains to our peers, our clients and to normal humans.
As designers we use ideas, concepts, text and images. We apply our ideas and experience, imposing order and structure to content, hoping to ease the communication of an idea to the largest possible audience or to a specific audience. We consciously manipulate most of what is available to us, but not all. There is something else we can use. I often think that brilliant work demands a keen understanding of the magical visual language that informs design.
Embracing an established visual language
This is a language whose alphabet is shapes, structures, colours, lines and rhythms. When effective, it is somewhat invisible, subliminally enforcing messages and evoking meaning, using methods solidly rooted in a grammar perceptible in virtually all extraordinary creative work. The syntax for art, architecture, film, and furniture, industrial and graphic design (think Bauhaus and the Swiss style perhaps), this language urges us to become fluent if we aim for a more powerful dialogue with our audience.
Figure 1: Structures (clockwise from top-left): Informal; Formal; Active; Visible.
The greatest creative minds our world has produced could understand some or all of this language. Line and point, form and shape. Abstract objects. Formal and informal structures. Visual distribution. Balance, composition and the multitudinous approaches to symmetry. Patterns and texture. Movement and paths. Repetition, rhythm and frequency. Colour theory. Whitespace and the pause. The list goes on.
The genius we perceive in our creative heroes is often a composite of experience, trial and error, conviction, intuition – even accident – but rarely does great work arise without an initial understanding of the nuts and bolts that help communicate an idea or emotion.
Our world of interactivity
As web designers, our connection with this language is most evident in graphic design. With more technological ease and power comes the responsibility to understand, wisely use, and be able to justify many of our decisions. We have moved beyond the scope of print into a world of interactivity, but we shouldn’t let go of any established principles without good reason.
Figure 2: Understanding movement of objects in any direction along a defined path.
For example, immersion in this visual language can improve our implementation of CSS3 and JavaScript behaviour. With CSS3, we’ve seen a resurgence in CSS experimentation, some of which has been wonderful, but much of it has appeared clumsy. In the race to make something spin, twist, flip or fly from one corner to another, the designer sometimes fails to think about the true movement they seek to emulate. What forces are supposedly affecting this movement? What is the expected path of this transition and is it being respected?
Stopping to think about what is really supposed to be happening on the page compels us to use complex animations, diagrams and rotations more carefully. It helps us to better understand paths and movement.
Figure 3: Repetition can occur through variations in colour, shape, direction, and so on.
It can only be of greater benefit to be mindful of symmetries, depth, affordance, juxtaposition, balance, economy and reduction. A deeper understanding of basic structures can help us to say more with sketches, wireframes, layouts and composition. We’ve all experimented with grids and rhythm but, to truly benefit from these long-established principles, we are duty-bound to understand their possibilities more than we will by simply leveraging a free framework or borrowing some CSS.
Design is not a science, but…
Threading through all of this is what we have learned from science, and what it teaches us of the human brain. This visual language matters because technology changes but, for the most part, people don’t. For centuries, we humans have received and interpreted information in much the same way. Understanding more of how we perceive meaning can help designers make smarter decisions, and call on visual language to underpin these decisions. It is our responsibility as designers to be aware of mental models, mapping, semiotics, sensory experience and human emotion.
Design itself is not a science, but the appropriate use of visual language and scientific understanding exposes the line between effective and awkward, between communicative and mute. By strengthening our mental and analytical approach to what is often done arbitrarily or “because it feels right”, we simply become better designers.
A visual language for the web
So, I’ve outlined numerous starting points and areas worthy of deeper investigation, and hopefully you’re eager to do some research. However, I’ve mostly discussed established ideas and principles that we as web designers can learn from. It’s my belief that our community has a shared responsibility to expand this visual language as it applies to the ebb and flow of the web. Indulge me as I conclude with a related tangent.
In defining a visual language specifically for the web, we must continue to mature. The old powerfully influences the new, but we must intelligently expand the visual language of masterful work and articulate what is uniquely ours.
For example, phrases like Ethan Marcotte’s Responsive Web Design aren’t merely elegant, they describe a new way of thinking and working, of communicating about designs and interaction patterns. These phrases broaden our vocabulary and are immediately adopted by designers worldwide, in both conversation and execution.
Our legacy
Our new definitions should flex and not be tied to specific devices or methods which fade away or morph with time. Our legacy is perhaps more about robust and flexible patterns and systems than it is about specific devices or programming languages.
Figure 4: As web designers, we should think about systems, not pages.
The established principles we adopt and whatever new ways of thinking we define should slip neatly into a wider philosophy about our approach to web design. We’re called, as a community, to define what is distinctive about the visual language of the web, create this vocabulary, this dialect that resonates with us and moves us forward as we tackle each day’s work. Let’s give it some thought.
Further reading
This is my immediate “go-to” list of books that I bullishly believe all web designers should own, but there is so much more out there to read. Sadly, many great texts relating to this stuff are often out of print. Feel free to share your recommendations.
Don Norman, The Design of Everyday Things
Christian Leborg, Visual Grammar
Scott McCloud, Understanding Comics
David Crow, Visible Signs
William Lidwell and Katrina Holden, Universal Principles of Design |
2010 |
Simon Collison |
simoncollison |
2010-12-16T00:00:00+00:00 |
https://24ways.org/2010/the-articulate-web-designer-of-tomorrow/ |
process |
| 232 |
Optimize Your Web Design Workflow |
I’m not sure about you, but I still favour using Photoshop to create my designs for the web. I agree that this application, even with its never-ending feature set, is not the perfect environment to design websites in. The ideal application doesn’t exist yet, however, so until it does it’s maybe not such a bad idea to investigate ways to optimize our workflow.
Why use Photoshop?
It will probably not come as a surprise if I say that Photoshop and Illustrator are the applications that I know best and feel most comfortable and creative in. Some people prefer Fireworks for web design. Even though I understand people’s motivations, I still prefer Photoshop personally. On the occasions that I gave Fireworks a try, I ended up just using the application to export my images as slices, or to prepare a dummy for the client. For some reason, I’ve never been able to find my way in that app. There were always certain things missing that could only be done in either Photoshop or Illustrator, which bothered me.
Why not start in the browser?
These days, with CSS3 styling emerging, there are people who find it more efficient to design in the browser. I agree that at a certain point, once the basic design is all set and defined, you can jump right into the code and go from there. But the actual creative part, at least for me, needs to be done in an application such as Photoshop.
As a designer I need to be able to create and experiment with shapes on the fly, draw things, move them around, change colours, gradients, effects, and so on. I can’t see me doing this with code. I’m sure if I switch to markup too quickly, I might end up with a rather boxy and less interesting design. Once I start playing with markup, I leave my typical ‘design zone’. My brain starts thinking differently – more rational and practical, if you know what I mean; I start to structure and analyse how to mark up my design in the most efficient semantic way. When I design, I tend to let that go for a bit. I think more freely and not so much about the limitations, as it might hinder my creativity. Now that you know my motivations to stick with Photoshop for the time being, let’s see how we can optimize this beast.
Optimize your Photoshop workspace
In Photoshop CS5 you have a few default workspace options to choose from which can be found at the top right in the Application Bar (Window > Application Bar).
You can set up your panels and palettes the way you want, starting from the ‘Design’ workspace option, and save this workspace for future web work. Here is how I have set up things for when I work on a website design:
I have the layers palette open, and I keep the other palettes collapsed. Sometimes, when space permits, I open them all. For designers who work both on print and web, I think it’s worthwhile to save a workspace for both, or for when you’re doing photo retouching.
Set up a grid
When you work a lot with Shape Layers like I do, it’s really helpful to enable the Grid (View > Show > Grid) in combination with Snap to Grid (View > Snap To > Grid). This way, your vector-based work will be pixel-sharp, as it will always snap to the grid, and so you don’t end up with blurry borders.
To set up your preferred grid, go to Preferences > Guides, Grids and Slices. A good setting is to use ‘Gridline Every 10 pixels’ and ‘Subdivision 10’. You can switch it on and off at any time using the shortcut Cmd/Ctrl + ’.
It might also help to turn on Smart Guides (View > Show > Smart Guides).
Another important tip for making sure your Shape Layer boxes and other shapes are perfectly aligned to the pixel grid when you draw them is to enable Snap to Pixels. This option can be enabled in the Application bar in the Geometry options dropdown menu when you select one of the shape tools from the toolbox.
Use Shape Layers
To keep your design as flexible as possible, it’s a good thing to use Shape Layers wherever you can as they are scalable. I use them when I design for the iPhone. All my icons, buttons, backgrounds, illustrative graphics – they are all either Smart Objects placed from Illustrator, or Shape Layers. This way, the design is scalable for the retina display.
Use Smart Objects
Among the things I like a lot in Photoshop are Smart Objects. Smart Objects preserve an image’s source content with all its original characteristics, enabling you to perform non-destructive editing to the layer. For me, this is the ideal way of making my design flexible.
For example, a lot of elements are created in Illustrator and are purely vector-based. Placing these elements in Photoshop as Smart Objects (via copy and paste, or dragging from Illustrator into Photoshop) will keep them vector-based and scalable at all times without loss of quality.
Another way you could use Smart Objects is whenever you have repeating elements; for example, if you have a stream or list of repeating items. You could, for instance, create one, two or three different items (for the sake of randomness), make each one a Smart Object, and repeat them to create the list. Then, when you have to update, you need only change the Smart Object, and the update will be automatically applied in all its linked instances.
Turning photos into Smart Objects before you resize them is also worth considering – you never know when you’ll need that same photo just a bit bigger. It keeps things more flexible, as you leave room to resize the image at a later stage. I use this in combination with the Smart Filters a lot, as it gives me such great flexibility.
I usually use Smart Objects as well for the main sections of a web page, which are repeated across different pages of a site. So, for elements such as the header, footer and sidebar, it can be handy for bigger projects that are constantly evolving, where you have to create a lot of different pages in Photoshop.
You could save a template page that has the main sections set up as Smart Objects, always in their latest version. Each time you need to create new page, you can start from that template file. If you need to update an existing page because the footer (or sidebar, or header) has been updated, you can drag the updated Smart Object into this page. Although, do I wish Photoshop made it possible to have Smart Objects live as separate files, which are then linked to my different pages. Then, whenever I update the Smart Object, the pages are automatically updated next time I open the file. This is how linked files work in InDesign and Illustrator when you place a external image.
Use Layer Comps
In some situations, using Layer Comps can come in handy. I try to use them when the design consists of different states; for example, if there are hidden and show states of certain content, such as when content is shown after clicking a certain button. It can be useful to create a Layer Comp for each state. So, when you switch between the two Layer Comps, you’re switching between the two states.
It’s OK to move or hide content in each of these states, as well as apply different layer styles. I find this particularly useful when I need to save separate JPEG versions of each state to show to the client, instead of going over all the eye icons in the layers palette to turn the layers’ visibility on or off.
Create a set of custom colour swatches
I tend to use a distinct colour Swatches palette for each project I work on, by saving a separate Swatches palette in project’s folder (as an .ase file). You can do this through the palette’s dropdown menu, choosing Save Swatches for Exchange.
Selecting this option gives you the flexibility to load this palette in other Adobe applications like Illustrator, InDesign or Fireworks. This way, you have the colours of any particular project at hand. I name each colour, using the hexadecimal values.
Loading, saving or changing the view of the Swatches palette can be done via the palette’s dropdown menu. My preferred view is ‘Small List’ so I can see the hexadecimal values or other info I have added in the description.
I do wish Photoshop had the option of loading several different Styles palettes, so I could have two or more of them open at the same time, but each as a separate palette. This would be handy whenever I switch to another project, as I’m usually working on more than one project in a day. At the moment, you can only add a set of colours to the palette that is already open, which is frustrating and inefficient if you need to update the palette of a project separately.
Create a set of custom Styles
Just like saving a Swatches palette, I also always save the styles I apply in the Styles palette as a separate Styles file in the project’s folder when I work on a website design or design for iPhone/iPad. During the design process, I can save it each time styles are added. Again, though, it would be great if we could have different Styles palettes open at the same time.
Use a scratch file
What I also find particularly timesaving, when working on a large project, is using some kind of scratch file. By that, I mean a file that has elements in place that you reuse a lot in the general design. Think of buttons, icons and so on, that you need in every page or screen design. This is great for both web design work and iPad/iPhone work.
Use the slice tool
This might not be something you think of at first, because you probably associate this way of working with ‘old-school’ table-based techniques. Still, you can apply your slice any way you want, keeping your way of working in mind. Just think about it for a second. If you use the slice tool, and you give each slice its proper filename, you don’t have to worry about it when you need to do updates on the slice or image. Photoshop will remember what the image of that slice is called and which ‘Save for Web’ export settings you’ve used for it. You can also export multiple slices all at once, or export only the ones you need using ‘Save selected slices’.
I hope this list of optimization tips was useful, and that they will help you improve and enjoy your time in Photoshop. That is, until the ultimate web design application makes its appearance. Somebody is building this as we speak, right? |
2010 |
Veerle Pieters |
veerlepieters |
2010-12-10T00:00:00+00:00 |
https://24ways.org/2010/optimize-your-web-design-workflow/ |
process |
| 236 |
Extreme Design |
Recently, I set out with twelve other designers and developers for a 19th century fortress on the Channel Island of Alderney. We were going to /dev/fort, a sort of band camp for geeks. Our cohort’s mission: to think up, build and finish something – without readily available internet access.
Alderney runway, photo by Chris Govias
Wait, no internet?
Well, pretty much. As the creators of /dev/fort James Aylett and Mark Norman Francis put it: “Imagine a place with no distractions – no IM, no Twitter”. But also no way to quickly look up a design pattern, code sample or source material. Like packing for camping, /dev/fort means bringing everything you’ll need on your back or your hard drive: from long johns to your favourite icon set.
We got to work the first night discussing ideas for what we wanted to build. By the time breakfast was cleared up the next morning, we’d settled on Russ’s idea to make the Apollo 13 (PDF) transcript accessible. Days two and three were spent collaboratively planning (KJ style) what features we wanted to build, and unravelling the larger UX challenges of the project. The next five days were spent building it. Within 36 hours of touchdown at Southampton Airport, we launched our creation: spacelog.org
The weather was cold, the coal fire less than ideal, food and supplies a hike away, and the process lightning-fast. A week of designing under extreme circumstances called for an extreme process. Some of this was driven by James’s and Norm’s experience running these things, but a lot of it materialised while we were there – especially for our three-strong design team (myself, Gavin O’ Carroll and Chris Govias) who, though we knew each other, had never worked together as a group in this kind of scenario before.
The outcome was a pretty spectacular process, with a some key takeaways useful for any small group trying to build something quickly.
What it’s like inside the fort
/dev/fort has the pressure and pace of a hack day without being a hack day – primarily, no workshops or interruptions‚ but also a different mentality. While hack days are typically developer-driven with a ‘hack first, design later (if at all)’ attitude, James was quick to tell the team to hold off from writing any code until we had a plan. This put a healthy pressure on the design and product folks to slash through the UX problems before we started building.
While the fort had definitely more of a hack day feel, all of us were familiar with Agile methods, so we borrowed a few useful techniques such as morning stand-ups and an emphasis on teamwork. We cut some really good features to make our launch date, and chunked the work based on user goals, iterating as we went.
What made this design process work?
A golden ratio of teams
My personal experience both professionally and in free-form situations like this, is a tendency to get/hire a designer. Leaders of businesses, founders of start-ups, organisers of events: one designer is not enough! Finding one ace-blooded designer who can ‘do everything’ will always result in bottleneck and burnout. Like the nuances between different development languages, design is a multifaceted discipline, and very few can claim to be equally strong in every aspect. Overlap in skill set will result in a stronger, more robust interface.
More importantly, however, having lots of designers to go around meant that we all had the opportunity to pair with developers, polishing the details that don’t usually get polished. As soon as we launched, the public reception of the design and UX was overwhelmingly positive (proof!). But also, a lot of people asked us who the designer was, attributing it to one person.
While it’s important to note that everyone in our team was multitalented (and could easily shift between roles, helping us all stay unblocked), the golden ratio James and Norm devised was two product/developer folks, three interaction designers and eight developers.
photo by Ben Firshman
Equality inside the fortress walls
Something magical about the fort is how everyone leaves the outside world on the drawbridge. Job titles, professional status, Twitter followers, and so on. Like scout camp, a mutual respect and trust is expected of all the participants. Like extreme programming, extreme design requires us all to be equal partners in a collaborative team. I think this is especially worth noting for designers; our past is filled with the clear hierarchy of the traditional studio system which, however important for taste and style, seems less compatible with modern web/software development methods.
Being equal doesn’t mean being the same, however. We established clear roles and teams for ourselves on the second day, deferring to that person when a decision needed to be made. As the interface coalesced, the designers and developers took ownership over certain parts to ensure the details got looked after, while staying open to ideas and revisions from the rest of the cohort.
Create a space where everyone who enters is equal, but be sure to establish clear roles. Even if it’s just for a short while, the environment will be beneficial.
photo by Ben Firshman
Hang your heraldry from the rafters
Forts and castles are full of lore: coats of arms; paintings of battles; suits of armour. It’s impossible not to be surrounded by these stories, words and ways of thinking. Like the whiteboards on the walls, putting organisational lore in your physical surroundings makes it impossible not to see.
Ryan Alexander brought some of those static-cling whiteboard sheets which were quickly filled with use cases; IA; team roles; and, most importantly, a glossary. As soon as we started working on the project, we realised we needed to get clear on what certain words meant: what was a logline, a range, a phase, a key moment? Were the back-end people using these words in the same way design and product was? Quickly writing up a glossary of terms meant everyone was instantly speaking the same language. There was no “Ah, I misunderstood because in the data structure x means y” or, even worse, accidental seepage of technical language into the user interface copy.
Put a glossary of your internal terminology somewhere big and fat on the wall. Stand around it and argue until you agree on what it says. Leave it up; don’t underestimate the power of ambient communication and physical reference.
Plan more, download less
While internet is forbidden inside the fort, we did go on downloading expeditions: NASA photography; code documentation; and so on. The project wouldn’t have been possible without a few trips to the web. We had two lists on the wall: groceries and supplies; internets – “loo roll; Tom Stafford photo“.
This changed our usual design process, forcing us to plan carefully and think of what we needed ahead of time. Getting to the internet was a thirty-minute hike up a snow covered cliff to the town airport, so you really had to need it, too.
The path to the internet
For the visual design, especially, this resulted in more focus up front, and communication between the designers on what assets we required. It made us make decisions earlier and stick with them, creating less distraction and churn later in the process.
Try it at home: unplug once you’ve got the things you need. As an artist, it’s easier to let your inner voice shine through if you’re not looking at other people’s work while creating.
Social design
Finally, our design team experimented with a collaborative approach to wireframing. Once we had collectively nailed down use cases, IA, user journeys and other critical artefacts, we tried a pairing approach. One person drew in Illustrator in real time as the other two articulated what to draw. (This would work equally well with two people, but with three it meant that one of us could jump up and consult the lore on the walls or clarify a technical detail.) The result: we ended up considering more alternatives and quickly rallying around one solution, and resolved difficult problems more quickly.
At a certain stage we discovered it was more efficient for one person to take over – this happened around the time when the basic wireframes existed in Illustrator and we’d collectively run through the use cases, making sure that everything was accounted for in a broad sense. At this point, take a break, go have a beer, and give yourself a pat on the back.
Put the files somewhere accessible so everyone can use them as their base, and divide up the more detailed UI problems, screens or journeys. At this level of detail it’s better to have your personal headspace.
Gavin called this ‘social design’. Chatting and drawing in real time turned what was normally a rather solitary act into a very social process, with some really promising results. I’d tried something like this before with product or developer folks, and it can work – but there’s something really beautiful about switching places and everyone involved being equally quick at drawing. That’s not something you get with non-designers, and frequent swapping of the ‘driver’ and ‘observer’ roles is a key aspect to pairing.
Tackle the forest collectively and the trees individually – it will make your framework more robust and your details more polished. Win/win.
The return home
Grateful to see a 3G signal on our phones again, our flight off the island was delayed, allowing for a flurry of domain name look-ups, Twitter catch-up, and e-mails to loved ones. A week in an isolated fort really made me appreciate continuous connectivity, but also just how unique some of these processes might be.
You just never know what crazy place you might be designing from next. |
2010 |
Hannah Donovan |
hannahdonovan |
2010-12-09T00:00:00+00:00 |
https://24ways.org/2010/extreme-design/ |
process |
| 237 |
Circles of Confusion |
Long before I worked on the web, I specialised in training photographers how to use large format, 5×4″ and 10×8″ view cameras – film cameras with swing and tilt movements, bellows and upside down, back to front images viewed on dim, ground glass screens. It’s been fifteen years since I clicked a shutter on a view camera, but some things have stayed with me from those years.
In photography, even the best lenses don’t focus light onto a point (infinitely small in size) but onto ‘spots’ or circles in the ‘film/image plane’. These circles of light have dimensions, despite being microscopically small. They’re known as ‘circles of confusion’.
As circles of light become larger, the more unsharp parts of a photograph appear. On the flip side, when circles are smaller, an image looks sharper and more in focus. This is the basis for photographic depth of field and with that comes the knowledge that no photograph can be perfectly focused, never truly sharp. Instead, photographs can only be ‘acceptably unsharp’.
Acceptable unsharpness is now a concept that’s relevant to the work we make for the web, because often – unless we compromise – websites cannot look or be experienced exactly the same across browsers, devices or platforms. Accepting that fact, and learning to look upon these natural differences as creative opportunities instead of imperfections, can be tough. Deciding which aspects of a design must remain consistent and, therefore, possibly require more time, effort or compromises can be tougher. Circles of confusion can help us, our bosses and our customers make better, more informed decisions.
Acceptable unsharpness
Many clients still demand that every aspect of a design should be ‘sharp’ – that every user must see rounded boxes, gradients and shadows – without regard for the implications. I believe that this stems largely from the fact that they have previously been shown designs – and asked for sign-off – using static images.
It’s also true that in the past, organisations have invested heavily in style guides which, while maybe still useful in offline media, have a strictness that often fails to allow for the flexibility that we need to create experiences that are appropriate to a user’s browser or device capabilities.
We live in an era where web browsers and devices have wide-ranging capabilities, and websites can rarely look or be experienced exactly the same across them. Is a particular typeface vital to a user’s experience of a brand? How important are gradients or shadows? Are rounded corners really that necessary? These decisions determine how ‘sharp’ an element should be across browsers with different capabilities and, therefore, how much time, effort or extra code and images we devote to achieving consistency between them. To help our clients make those decisions, we can use circles of confusion.
Circles of confusion
Using circles of confusion involves plotting aspects of a visual design into a series of concentric circles, starting at the centre with elements that demand the most consistency. Then, work outwards, placing elements in order of their priority so that they become progressively ‘softer’, more defocused as they’re plotted into outer rings.
If layout and typography must remain consistent, place them in the centre circle as they’re aspects of a design that must remain ‘sharp’.
When gradients are important – but not vital – to a user’s experience of a brand, plot them close to, but not in the centre. This makes everyone aware that to achieve consistency, you’ll need to carve out extra images for browsers that don’t support CSS gradients.
If achieving rounded corners or shadows in all browsers isn’t important, place them into outer circles, allowing you to save time by not creating images or employing JavaScript workarounds.
I’ve found plotting aspects of a visual design into circles of confusion is a useful technique when explaining the natural differences between browsers to clients. It sets more realistic expectations and creates an environment for more meaningful discussions about progressive and emerging technologies. Best of all, it enables everyone to make better and more informed decisions about design implementation priorities.
Involving clients allows the implications of the decisions they make more transparent. For me, this has sometimes meant shifting deadlines or it has allowed me to more easily justify an increase in fees. Most important of all, circles of confusion have helped the people that I work with move beyond yesterday’s one-size-fits-all thinking about visual design, towards accepting the rich diversity of today’s web. |
2010 |
Andy Clarke |
andyclarke |
2010-12-23T00:00:00+00:00 |
https://24ways.org/2010/circles-of-confusion/ |
process |
| 259 |
Designing Your Future |
I’ve had the pleasure of working for a variety of clients – both large and small – over the last 25 years. In addition to my work as a design consultant, I’ve worked as an educator, leading the Interaction Design team at Belfast School of Art, for the last 15 years.
In July, 2018 – frustrated with formal education, not least the ever-present hand of ‘austerity’ that has ravaged universities in the UK for almost a decade – I formally reduced my teaching commitment, moving from a full-time role to a half-time role.
Making the move from a (healthy!) monthly salary towards a position as a freelance consultant is not without its challenges: one month your salary’s arriving in your bank account (and promptly disappearing to pay all of your bills); the next month, that salary’s been drastically reduced. That can be a shock to the system.
In this article, I’ll explore the challenges encountered when taking a life-changing leap of faith. To help you confront ‘the fear’ – the nervousness, the sleepless nights and the ever-present worry about paying the bills – I’ll provide a set of tools that will enable you to take a leap of faith and pursue what deep down drives you.
In short: I’ll bare my soul and share everything I’m currently working on to – once and for all – make a final bid for freedom.
This isn’t easy. I’m sharing my innermost hopes and aspirations, and I might open myself up to ridicule, but I believe that by doing so, I might help others, by providing them with tools to help them make their own leap of faith.
The power of visualisation
As designers we have skills that we use day in, day out to imagine future possibilities, which we then give form. In our day-to-day work, we use those abilities to design products and services, but I also believe we can use those skills to design something every bit as important: ourselves.
In this article I’ll explore three tools that you can use to design your future:
Product DNA
Artefacts From the Future
Tomorrow Clients
Each of these tools is designed to help you visualise your future. By giving that future form, and providing a concrete goal to aim for, you put the pieces in place to make that future a reality.
Brian Eno – the noted musician, producer and thinker – states, “Humans are capable of a unique trick: creating realities by first imagining them, by experiencing them in their minds.” Eno helpfully provides a powerful example:
When Martin Luther King said, “I have a dream,” he was inviting others to dream that dream with him. Once a dream becomes shared in that way, current reality gets measured against it and then modified towards it.
The dream becomes an invisible force which pulls us forward. By this process it starts to come true. The act of imagining something makes it real.
When you imagine your future – designing an alternate, imagined reality in your mind – you begin the process of making that future real.
Product DNA
The first tool, which I use regularly – for myself and for client work – is a tool called Product DNA. The intention of this tool is to identify beacons from which you can learn, helping you to visualise your future.
We all have heroes – individuals or organisations – that we look up to. Ask yourself, “Who are your heroes?” If you had to pick three, who would they be and what could you learn from them? (You probably have more than three, but distilling down to three is an exercise in itself.)
Earlier this year, when I was putting the pieces in place for a change in career direction, I started with my heroes. I chose three individuals that inspired me:
Alan Moore: the author of ‘Do Design: Why Beauty is Key to Everything’;
Mark Shayler: the founder of Ape, a strategic consultancy; and
Seth Godin: a writer and educator I’ve admired and followed for many years.
Looking at each of these individuals, I ‘borrowed’ a little DNA from each of them. That DNA helped me to paint a picture of the kind of work I wanted to do and the direction I wanted to travel.
Moore’s book - ‘Do Design’ – had a powerful influence on me, but the primary inspiration I drew from him was the sense of gravitas he conveyed in his work. Moore’s mission is an important one and he conveys that with an appropriate weight of expression.
Shayler’s work appealed to me for its focus on equipping big businesses with a startup mindset. As he puts it: “I believe that you can do the things that you do better.” That sense – of helping others to be their best selves – appealed to me.
Finally, the words Godin uses to describe himself – “An Author, Entrepreneur and Most of All, a Teacher” – resonated with me. The way he positions himself, as, “most of all, a teacher,” gave me the belief I needed that I could work as an educator, but beyond the ivory tower of academia.
I’ve been exploring each of these individuals in depth, learning from them and applying what I learn to my practice. They don’t all know it, but they are all ‘mentors from afar’.
In a moment of serendipity – and largely, I believe, because I’d used this tool to explore his work – I was recently invited by Alan Moore to help him develop a leadership programme built around his book.
The key lesson here is that not only has this exercise helped me to design my future and give it tangible form, it’s also led to a fantastic opportunity to work with Alan Moore, a thinker who I respect greatly.
Artefacts From the Future
The second tool, which I also use regularly, is a tool called ‘Artefacts From the Future’. These artefacts – especially when designed as ‘finished’ pieces – are useful for creating provocations to help you see the future more clearly.
‘Artefacts From the Future’ can take many forms: they might be imagined magazine articles, news items, or other manifestations of success. By imagining these end points and giving them form, you clarify your goals, establishing something concrete to aim for.
Earlier this year I revisited this tool to create a provocation for myself. I’d just finished Alla Kholmatova’s excellent book on ‘Design Systems’, which I would recommend highly. The book wasn’t just filled with valuable insights, it was also beautifully designed.
Once I’d finished reading Kholmatova’s book, I started thinking: “Perhaps it’s time for me to write a new book?” Using the magic of ‘Inspect Element’, I created a fictitious page for a new book I wanted to write: ‘Designing Delightful Experiences’.
I wrote a description for the book, considering how I’d pitch it.
This imagined page was just what I needed to paint a picture in my mind of a possible new book. I contacted the team at Smashing Magazine and pitched the idea to them. I’m happy to say that I’m now working on that book, which is due to be published in 2019.
Without this fictional promotional page from the future, the book would have remained as an idea – loosely defined – rolling around my mind. By spending some time, turning that idea into something ‘real’, I had everything I needed to tell the story of the book, sharing it with the publishing team at Smashing Magazine.
Of course, they could have politely informed me that they weren’t interested, but I’d have lost nothing – truly – in the process.
As designers, creating these imaginary ‘Artefacts From the Future’ is firmly within our grasp. All we need to do is let go a little and allow our imaginations to wander.
In my experience, working with clients and – to a lesser extent, students – it’s the ‘letting go’ part that’s the hard part. It can be difficult to let down your guard and share a weighty goal, but I’d encourage you to do so. At the end of the day, you have nothing to lose.
The key lesson here is that your ‘Artefacts From the Future’ will focus your mind. They’ll transform your unformed ideas into ‘tangible evidence’ of future possibilities, which you can use as discussion points and provocations, helping you to shape your future reality.
Tomorrow Clients
The third tool, which I developed more recently, is a tool called ‘Tomorrow Clients’. This tool is designed to help you identify a list of clients that you aspire to work with.
The goal is to pinpoint who you would like to work with – in an ideal world – and define how you’d position yourself to win them over. Again, this involves ‘letting go’ and allowing your mind to imagine the possibilities, asking, “What if…?”
Before I embarked upon the design of my new website, I put together a ‘soul searching’ document that acted as a focal point for my thinking. I contacted a number of designers for a second opinion to see if my thinking was sound.
One of my graduates – Chris Armstrong, the founder of Niice – replied with the following: “Might it be useful to consider five to ten companies you’d love to work for, and consider how you’d pitch yourself to them?”
This was just the provocation I needed. To add a little focus, I reduced the list to three, asking: “Who would my top three clients be?”
By distilling the list down I focused on who I’d like to work for and how I’d position myself to entice them to work with me. My list included: IDEO, Adobe and IBM. All are companies I admire and I believed each would be interesting to work for.
This exercise might – on the surface – appear a little like indulging in fantasy, but I believe it helps you to clarify exactly what it is you are good at and, just as importantly, put that in to words.
For each company, I wrote a short pitch outlining why I admired them and what I thought I could add to their already existing skillset.
Focusing first on Adobe, I suggested establishing an emphasis on educational resources, designed to help those using Adobe’s creative tools to get the most out of them.
A few weeks ago, I signed a contract with the team working on Adobe XD to create a series of ‘capsule courses’, focused on UX design. The first of these courses – exploring UI design – will be out in 2019.
I believe that Armstrong’s provocation – asking me to shift my focus from clients I have worked for in the past to clients I aspire to work for in the future – made all the difference.
The key lesson here is that this exercise encouraged me to raise the bar and look to the future, not the past. In short, it enabled me to proactively design my future.
In closing…
I hope these three tools will prove a welcome addition to your toolset. I use them when working with clients, I also use them when working with myself.
I passionately believe that you can design your future. I also firmly believe that you’re more likely to make that future a reality if you put some thought into defining what it looks like.
As I say to my students and the clients I work with: It’s not enough to want to be a success, the word ‘success’ is too vague to be a destination. A far better approach is to define exactly what success looks like.
The secret is to visualise your future in as much detail as possible. With that future vision in hand as a map, you give yourself something tangible to translate into a reality. |
2018 |
Christopher Murphy |
christophermurphy |
2018-12-15T00:00:00+00:00 |
https://24ways.org/2018/designing-your-future/ |
process |
| 261 |
Surviving—and Thriving—as a Remote Worker |
Remote work is hot right now. Many people even say that remote work is the future. Why should a company limit itself to hiring from a specific geographic location when there’s an entire world of talent out there?
I’ve been working remotely, full-time, for five and a half years. I’ve reached the point where I can’t even fathom working in an office. The idea of having to wake up at a specific time and commute into an office, work for eight hours, and then commute home, feels weirdly anachronistic. I’ve grown attached to my current level of freedom and flexibility.
However, it took me a lot of trial and error to reach success as a remote worker — and sometimes even now, I slip up. Working remotely requires a great amount of discipline, independence, and communication. It can feel isolating, especially if you lean towards the more extroverted side of the social spectrum. Remote working isn’t for everyone, but most people, with enough effort, can make it work — or even thrive. Here’s what I’ve learned in over five years of working remotely.
Experiment with your environment
As a remote worker, you have almost unprecedented control of your environment. You can often control the specific desk and chair you use, how you accessorize your home office space — whether that’s a dedicated office, a corner of your bedroom, or your kitchen table. (Ideally, not your couch… but I’ve been there.) Hate fluorescent lights? Change your lightbulbs. Cover your work area in potted plants. Put up blackout curtains and work in the dark like a vampire. Whatever makes you feel most comfortable and productive, and doesn’t completely destroy your eyesight.
Working remotely doesn’t always mean working from home. If you don’t have a specific reason you need to work from home (like specialized equipment), try working from other environments (which is especially helpful it you have roommates, or children). Cafes are the quintessential remote worker hotspot, but don’t just limit yourself to your favorite local haunt. More cities worldwide are embracing co-working spaces, where you can rent either a roaming spot or a dedicated desk. If you’re a social person, this is a great way to build community in your work environment. Most have phone rooms, so you can still take calls.
Co-working spaces can be expensive, and not everyone has either the extra income, or work-provided stipend, to work from one. Local libraries are also a great work location. They’re quiet, usually have free wi-fi, and you have the added bonus of being able to check out books after work instead of, ahem, spending too much money on Kindle books. (I know most libraries let you check out ebooks, but reader, I am impulsive and impatient person. When I want a book now, I mean now.)
Just be polite — make sure your headphones don’t leak, and don’t work from a library if you have a day full of calls.
Remember, too, that you don’t have to stay in the same spot all day. It’s okay to go out for lunch and then resume work from a different location. If you find yourself getting restless, take a walk. Wash some dishes while you mull through a problem. Don’t force yourself to sit at your desk for eight hours if that doesn’t work for you.
Set boundaries
If you’re a workaholic, working remotely can be a challenge. It’s incredibly easy to just… work. All the time. My work computer is almost always with me. If I remember at 11pm that I wanted to do something, there’s nothing but my own willpower keeping me from opening up my laptop and working until 2am. Some people are naturally disciplined. Some have discipline instilled in them as children. And then some, like me, are undisciplined disasters that realize as adults that wow, I guess it’s time to figure this out, eh?
Learning how to set boundaries is one of the most important lessons I’ve learned working remotely. (And honestly, it’s something I still struggle with).
For a long time, I had a bad habit of waking up, checking my phone for new Slack messages, seeing something I need to react to, and then rolling over to my couch with my computer. Suddenly, it’s noon, I’m unwashed, unfed, starting to get a headache, and wondering why suddenly I hate all of my coworkers. Even when I finally tear myself from my computer to shower, get dressed, and eat, the damage is done. The rest of my day is pretty much shot.
I recently had a conversation with a coworker, in which she remarked that she used to fill her empty time with work. Wake up? Scroll through Slack and email before getting out of bed. Waiting in line for lunch? Check work. Hanging out on her couch in the evening? You get the drift. She was only able to break the habit after taking a three month sabbatical, where she had no contact with work the entire time.
I too had just returned from my own sabbatical. I took her advice, and no longer have work Slack on my phone, unless I need it for an event. After the event, I delete it. I also find it too easy to fill empty time with work. Now, I might wake up and procrastinate by scrolling through other apps, but I can’t get sucked into work before I’m even dressed. I’ve gotten pretty good at forbidding myself from working until I’m ready, but building any new habit requires intentionality.
Something else I experimented with for a while was creating a separate account on my computer for social tasks, so if I wanted to hang out on my computer in the evening, I wouldn’t get distracted by work. It worked exceptionally well. The only problems I encountered were technical, like app licensing and some of my work proxy configurations. I’ve heard other coworkers have figured out ways to work through these technical issues, so I’m hoping to give it another try soon.
You might noticed that a lot of these ideas are just hacks for making myself not work outside of my designated work times. It’s true! If you’re a more disciplined person, you might not need any of these coping mechanisms. If you’re struggling, finding ways to subvert your own bad habits can be the difference between thriving or burning out.
Create intentional transition time
I know it’s a stereotype that people who work from home stay in their pajamas all day, but… sometimes, it’s very easy to do. I’ve found that in order to reach peak focus, I need to create intentional transition time.
The most obvious step is changing into different clothing than I woke up in. Ideally, this means getting dressed in real human clothing. I might decide that it’s cold and gross out and I want to work in joggers and a hoody all day, but first, I need to change out of my pajamas, put on a bra, and then succumb to the lure of comfort.
I’ve found it helpful to take similar steps at the end of my day. If I’ve spent the day working from home, I try to end my day with something that occupies my body, while letting my mind unwind. Often, this is doing some light cleaning or dinner prep. If I try to go straight into another mentally heavy task without allowing myself this transition time, I find it hard to context switch.
This is another reason working from outside your home is advantageous. Commutes, even if it’s a ten minute walk down the road, are great transition time. Lunch is a great transition time. You can decompress between tasks by going out for lunch, or cooking and eating lunch in your kitchen — not next to your computer.
Embrace async
If you’re used to working in an office, you’ve probably gotten pretty used to being able to pop over to a colleague’s desk if you need to ask a question. They’re pretty much forced to engage with you at that point. When you’re working remotely, your coworkers might not be in the same timezone as you. They might take an hour to finish up a task before responding to you, or you might not get an answer for your entire day because dangit Gary’s in Australia and it’s 3am there right now.
For many remote workers, that’s part of the package. When you’re not co-located, you have to build up some patience and tolerance around waiting. You need to intentionally plan extra time into your schedule for waiting on answers.
Asynchronous communication is great. Not everyone can be present for every meeting or office conversation — and the same goes for working remotely. However, when you’re remote, you can read through your intranet messages later or scroll back a couple hours in Slack. My company has a bunch of internal blogs (“p2s”) where we record major decisions and hold asynchronous conversations. I feel like even if I missed a meeting, or something big happened while I was asleep, I can catch up later. We have a phrase — “p2 or it didn’t happen.”
Working remotely has made me a better communicator largely because I’ve gotten into the habit of making written updates. I’ve also trained myself to wait before responding, which allows me to distance myself from what could potentially be an emotional reaction. (On the internet, no one can see you making that face.) Having the added space that comes from not being in the same physical location with somebody else creates an opportunity to rein myself in and take the time to craft an appropriate response, without having the pressure of needing to reply right meow. Lean into it!
(That said, if you’re stuck, sometimes the best course of action is to hop on a video call with someone and hash out the details. Use the tools most appropriate for the problem. They invented Zoom for a reason.)
Seek out social opportunities
Even introverts can feel lonely or isolated. When you work remotely, there isn’t a built-in community you’re surrounded by every day. You have to intentionally seek out social opportunities that an office would normally provide.
I have a couple private Slack channels where I can joke around with work friends. Having that kind of safe space to socialize helps me feel less alone. (And, if the channels get too noisy, I can mute them for a couple hours.)
Every now and then, I’ll also hop on a video call with some work friends and just hang out for a little while. It feels great to actually see someone laugh.
If you work from a co-working space, that space likely has events. My co-working space hosts social hours, holiday parties, and sometimes even lunch-and-learns. These events are great opportunities for making new friends and forging professional connections outside of work.
If you don’t have access to a co-working space, your town or city likely has meetups. Create a Meetup.com account and search for something that piques your interest. If you’ve been stuck inside your house for days, heads-down on a hard deadline, celebrate by getting out of the house. Get coffee or drinks with friends. See a show. Go to a religious service. Take a cooking class. Try yoga. Find excuses to be around someone other than your cats. When you can’t fall back on your work to provide community, you need to build your own.
These are tips that I’ve found help me, but not everyone works the same way. Remember that it’s okay to experiment — just because you’ve worked one way, doesn’t mean that’s the best way for you. Check in with yourself every now and then. Are you happy with your work environment? Are you feeling lonely, down, or exhausted? Try switching up your routine for a couple weeks and jot down how you feel at the end of each day. Look for patterns. You deserve to have a comfortable and productive work environment!
Hope to see you all online soon 🙌 |
2018 |
Mel Choyce |
melchoyce |
2018-12-09T00:00:00+00:00 |
https://24ways.org/2018/thriving-as-a-remote-worker/ |
process |
| 265 |
Designing for Perfection |
Hello, 24 ways readers. I hope you’re having a nice run up to Christmas. This holiday season I thought I’d share a few things with you that have been particularly meaningful in my work over the last year or so. They may not make you wet your santa pants with new-idea-excitement, but in the context of 24 ways I think they may serve as a nice lesson and a useful seasonal reminder going into the New Year. Enjoy!
Story
Despite being a largely scruffy individual for most of my life, I had some interesting experiences regarding kitchen tidiness during my third year at university.
As a kid, my room had always been pretty tidy, and as a teenager I used to enjoy reordering my CDs regularly (by artist, label, colour of spine – you get the picture); but by the time I was twenty I’d left most of these traits behind me, mainly due to a fear that I was turning into my mother. The one remaining anally retentive part of me that remained however, lived in the kitchen. For some reason, I couldn’t let all the pots and crockery be strewn across the surfaces after cooking. I didn’t care if they were washed up or not, I just needed them tidied. The surfaces needed to be continually free of grated cheese, breadcrumbs and ketchup spills. Also, the sink always needed to be clear. Always. Even a lone teabag, discarded casually into the sink hours previously, would give me what I used to refer to as “kitchen rage”.
Whilst this behaviour didn’t cause any direct conflicts, it did often create weirdness. We would be happily enjoying a few pre-night out beverages (Jack Daniels and Red Bull – nice) when I’d notice the state of the kitchen following our round of customized 49p Tesco pizzas. Kitchen rage would ensue, and I’d have to blitz the kitchen, which usually resulted in me having to catch everyone up at the bar afterwards.
One evening as we were just about to go out, I was stood there, in front of the shithole that was our kitchen with the intention of cleaning it all up, when a realization popped into my head. In hindsight, it was a pretty obvious one, but it went along the lines of “What the fuck are you doing? Sort your life out”. I sodded the washing up, rolled out with my friends, and had a badass evening of partying.
After this point, whenever I got the urge to clean the kitchen, I repeated that same realization in my head. My tidy kitchen obsession strived for a level of perfection that my housemates just didn’t share, so it was ultimately pointless. It didn’t make me feel that good, either; it was like having a cigarette after months of restraint – initially joyous but soon slightly shameful.
Lesson
Now, around seven years later, I’m a designer on the web and my life is chaotic. It features no planning for significant events, no day-to-day routine or structure, no thought about anything remotely long-term, and I like to think I do precisely what I want. It seems my days at striving for something ordered and tidy, in most parts of my life, are long gone.
For much of my time as a designer, though, it’s been a different story. I relished industry-standard terms such as ‘pixel perfection’ and ‘polished PSDs’, taking them into my stride as I strove to design everything that was put on my plate perfectly. Even down to grids and guidelines, all design elements would be painstakingly aligned to a five-pixel grid. There were no seven-pixel margins or gutters to be found in my design work, that’s for sure. I put too much pride and, inadvertently, too much ego into my work. Things took too long to create, and because of the amount of effort put into the work, significant changes, based on client feedback for example, were more difficult to stomach.
Over the last eighteen months I’ve made a conscious effort to change the way I approach designing for the web. Working on applications has probably helped with this; they seem to have a more organic development than rigid content-based websites. Mostly though, a realization similar to my kitchen rage one came about when I had to make significant changes to a painstakingly crafted Photoshop document I had created. The changes shouldn’t have been difficult or time-consuming to implement, but they were turning out to be. One day, frustrated with how long it was taking, the refrain “What the fuck are you doing? Sort your life out” again entered my head. I blazed the rest of the work, not rushing or doing scruffy work, but just not adhering to the insane levels of perfection I had previously set for myself. When the changes were presented, everything went down swimmingly. The client in this case (and I’d argue most cases) cared more about the ideas than the perfect way in which they had been implemented. I had taken myself and my ego out of the creative side of the work, and it had been easier to succeed.
Argument
I know many other designers who work on the web share such aspirations to perfection. I think it’s a common part of the designer DNA, but I’m not sure it really has a place when designing for the web.
First, there’s the environment. The landscape in which we work is continually shifting and evolving. The inherent imperfection of the medium itself makes attempts to create perfect work for it redundant. Whether you consider it a positive or negative point, the products we make are never complete. They’re always scaling and changing.
Like many aspects of web design, this striving for perfection in our design work is a way of thinking borrowed from other design industries where it’s more suited. A physical product cannot be as easily altered or developed after it has been manufactured, so the need to achieve perfection when designing is more apt.
Designers who can relate to anything I’ve talked about can easily let go of that anal retentiveness if given the right reasons to do so. Striving for perfection isn’t a bad thing, but I simply don’t think it can be achieved in such a fast-moving, unique industry. I think design for the web works better when it begins with quick and simple, followed by iteration and polish over time.
To let go of ego and to publish something that you’re not completely happy with is perhaps the most difficult part of the job for designers like us, but it’s followed by a satisfaction of knowing your product is alive and breathing, whereas others (possibly even competitors) may still be sitting in Photoshop, agonizing over whether a margin should be twenty or forty pixels.
I keep telling myself to stop sitting on those two hundred ideas that are all half-finished. Publish them, clean them up and iterate over time. I’ve been telling myself this for months and, hopefully, writing this article will give me the kick in the arse I need. Hopefully, it will also give someone else the same kick. |
2011 |
Greg Wood |
gregwood |
2011-12-17T00:00:00+00:00 |
https://24ways.org/2011/designing-for-perfection/ |
process |
| 272 |
Crafting the Front-end |
Much has been spoken and written recently about the virtues of craftsmanship in the context of web design and development. It seems that we as fabricators of the web are finally tiring of seeking out parallels between ourselves and architects, and are turning instead to the fabled specialist artisans.
Identifying oneself as a craftsman or craftswoman (let’s just say craftsperson from here onward) will likely be a trend of early 2012. In this pre-emptive strike, I’d like to expound on this movement as I feel it pertains to front-end development, and encourage care and understanding of the true qualities of craftsmanship (craftspersonship).
The core values
I’ll begin by defining craftspersonship. What distinguishes a craftsperson from a technician? Dictionaries tend to define a craftsperson as one who possesses great skill in a chosen field. The badge of a craftsperson for me, though, is a very special label that should be revered and used sparingly, only where it is truly deserved. A genuine craftsperson encompasses a few other key traits, far beyond raw skill, each of which must be learned and mastered.
A craftsperson has:
An appreciation of good work, in both the work of others and their own. And not just good as in ‘hey, that’s pretty neat’, I mean a goodness like a shining purity – the kind of good that feels right when you see it.
A belief in quality at every level: every facet of the craftsperson’s product is as crucial as any other, without exception, even those normally hidden from view.
Vision: an ability to visualize their path ahead, pre-empting the obstacles that may be encountered to plan a route around them.
A preference for simplicity: an almost Bauhausesque devotion to undecorated functionality, with no unjustifiable parts included.
Sincerity: producing work that speaks directly to its purpose with flawless clarity.
Only when you become a custodian of such values in your work can you consider calling yourself a craftsperson. Now let’s take a look at some steps we front-end developers can take on our journey of enlightenment toward craftspersonhood.
Speaking of the craftsman’s journey, be sure to watch out for the video of The Standardistas’ stellar talk at the Build 2011 conference titled The Journey, which should be online sometime soon.
Building your own toolbox
My grandfather was a carpenter and trained as a young apprentice under a master. After observing and practising the many foundation theories, principles and techniques of carpentry, he was tasked with creating his own set of woodworking tools, which he would use and maintain throughout his career. By going through the process of having to create his own tools, he would be connected at the most direct level with every piece of wood he touched, his tools being his own creations and extensions of his own skilled hands. The depth of his knowledge of these tools must have surpassed the intricate as he fathered, used, cleaned and repaired them, day in and day out over many years.
And so it should be, ideally, with all crafts. We must understand our tools right down to the most fundamental level. I firmly believe that a level of true craftsmanship cannot be reached while there exists a layer that remains not wholly understood between a creator and his canvas. Of course, our tools as front-end developers are somewhat more complex than those of other crafts – it may seem reasonable to require that a carpenter create his or her own set of chisels, but somewhat less so to ask a front-end developer to code their own CSS preprocessor, or design their own computer.
However, it is still vitally important that you understand how your tools work. This is particularly critical when it comes to things like preprocessors, libraries and frameworks which aim to save you time by automating common processes and functions. For the most part, anything that saves you time is a Good Thing™ but it cannot be stressed enough that using tools like these in earnest should be avoided until you understand exactly what they are doing for you (and, to an extent, how they are doing it).
In particular, you must understand any drawbacks to using your tools, and any shortcuts they may be taking on your behalf. I’m not suggesting that you steer clear of paid work until you’ve studied each of jQuery’s 9,266 lines of JavaScript source code but, all levity aside, it will further you on your journey to look at interesting or relevant bits of jQuery, and any other libraries you might want to use. Such libraries often directly link to corresponding sections of their source code on sites like GitHub from their official documentation. Better yet, they’re almost always written in high level languages (easy to read), so there’s no excuse not to don your pith helmet and go on something of an exploration. Any kind of tangential learning like this will drive you further toward becoming a true craftsperson, so keep an open mind and always be ready to step out of your comfort zone.
Downtime and tool honing
With any craft, it is essential to keep your tools in good condition, and a good idea to stay up-to-date with the latest equipment. This is especially true on the web, which, as we like to tell anyone who is still awake more than a minute after asking what it is that we do, advances at a phenomenal pace. A tool or technique that could be considered best practice this week might be the subject of haughty derision in a comment thread within six months.
I have little doubt that you already spend a chunk of time each day keeping up with the latest material from our industry’s finest Interblogs and Twittertubes, but do you honestly put aside time to collect bookmarks and code snippets from things you read into a slowly evolving toolbox? At @media in 2009, Simon Collison delivered a candid talk on his ‘Ultimate Package’. Those of us who didn’t flee the room anticipating a newfound and unwelcome intimacy with the contents of his trousers were shown how he maintained his own toolkit – a collection of files and folders all set up and ready to go for a new project. By maintaining a toolkit in this way, he has consistency across projects and a dependable base upon which to learn and improve.
The assembly and maintenance of such a personalized and familiar toolkit is probably as close as we will get to emulating the tool making stage of more traditional craft trades. Keep a master copy of your toolkit somewhere safe, making copies of it for new projects. When you learn of a way in which part of it can be improved, make changes to the master copy.
Simplicity through modularity
I believe that the user interfaces of all web applications should be thought of as being made up primarily of modular components. Modules in this context are patterns in design that appear repeatedly throughout the app. These can be small collections of elements, like a user profile summary box (profile picture, username, meta data), as well as atomic elements such as headings and list items.
Well-crafted front-end architectures have the ability to support this kind of repeating pattern as modules, with as close to no repetition of CSS (or JavaScript) as possible, and as close to no variations in HTML between instances as possible.
One of the most fundamental and well known tenets of software engineering is the DRY rule – don’t repeat yourself. It requires that “every piece of knowledge must have a single, unambiguous, authoritative representation within a system.”
As craftspeople, we must hold this rule dear and apply it to the modules we have identified in our site designs. The moment you commit a second style definition for a module, the quality of your output (the front-end code) takes a huge hit. There should only ever be one base style definition for each distinct module or component. Keep these in a separate, sacred place in your CSS. I use a _modules.scss Sass include file, imported near the top of my main CSS files.
Be sure, of course, to avoid making changes to this file lightly, as the smallest adjustment can affect multiple pages (hint: keep a structure list of which modules are used on which pages). Avoid the inevitable temptation to duplicate code late in the project. Sticking to this rule becomes more important the more complex the codebase becomes.
If you can stick to this rule, using sensible class names and consistent HTML, you can reach a joyous, self-fulfilling plateau stage in each project where you are assembling each interface from your own set of carefully crafted building blocks.
Old school markup
Let’s take a step back. Before we fret about creating a divinely pure modular CSS framework, we need to know the site’s design and what it is made of. The best way to gain this knowledge is to go old school. Print out every comp, mockup, wireframe, sketch or whatever you have. If there are sections of pages that are hidden until some user action takes place, or if the page has multiple states, be sure that you have everything that could become visible to the user on paper.
Once you have your wedge of paper designs, lay out all the pages on the floor, or stick them to the wall if you can, arranging them logically according to the site hierarchy, by user journey, or whatever guidelines make most sense to you. Once you have the site laid out before you, study it for a while, familiarizing yourself with every part of every interface. This will eliminate nasty surprises late in the project when you realize you’ve duplicated something, or left an interface on the drawing board altogether.
Now that you know the site like it’s your best friend, get out your pens or pencils of choice and attack it. Mark it up like there’s no tomorrow. Pretend you’re a spy trying to identify communications from an enemy network hiding their messages in newspapers. Look for patterns and similarities, drawing circles around them. These are your modules. Start also highlighting the differences between each instance of these modules, working out which is the most basic or common type that will become the base definition from which all other representations are extended.
This simple but empowering exercise will equip you for your task of actually crafting, instead of just building, the front-end. Without the knowledge gained from this kind of research phase, you will be blundering forward, improvising as best you can, but ultimately making quality-compromising mistakes that could have been avoided.
For more on this theme, read Anna Debenham’s Front-end Style Guides which recommends a similar process, and the sublime idea of extending this into a guide to refer to during development and beyond.
Design homogeneity
Moving forward again, you now have your modules defined and things are looking good. I mentioned that many instances of these modules will carry minor differences. These differences must be given significant thinking time, and discussion time with your designer(s).
It should be common knowledge by now that successful software projects are not the product of distinct design and build phases with little or no bidirectional feedback. The crucial nature of the designer-developer relationship has been covered in depth this year by Paul Robert Lloyd, and a joint effort from both teams throughout the project lifecycle is pivotal to your ability to craft and ship successful products.
This relationship comes into play when you’re well into the development of the site, and you start noticing these differences between instances of modules (they’ll start to stand out very clearly to you and your carefully regimented modular CSS system). Before you start overriding your base styles, question the differences with the designer to work out why they exist. Perhaps they are required and are important to their context, but perhaps they were oversights from earlier design revisions, or simple mistakes.
The craftsperson’s gland
As you grow towards the levels of expertise and experience where you can proudly and honestly consider yourself a craftsperson, you will find that you steadily develop what initially feels like a kind of sixth sense. I think of it more as a new hormonal gland, secreting into your bloodstream a powerful messenger chemical that can either reward or punish your brain. This gland is connected directly to your core understanding of what good quality work looks and feels like, an understanding that itself improves with experience.
This gland will make itself known to you in two ways. First, when you solve a problem in a beautifully elegant way with clean and unobtrusive code that looks good and just feels right, your craftsperson’s gland will ooze something delicious that makes your brain and soul glow from the inside out. You will beam triumphantly at the succinct lines of code on your computer display before bounding outside with a spring in your step to swim up glittering rainbows and kiss soft fluffy puppies.
The second way that you may become aware of your craftsperson’s gland, though, is somewhat less pleasurable. In an alternate reality, your parallel self is faced with the same problem, but decides to take a shortcut and get around it by some dubious means – the kind of technical method that the words hack, kludge and bodge are reserved for. As soon as you have done this, or even as you are doing it, your craftsperson’s gland will damn well let you know that you took the wrong fork in the road. As your craftsperson’s gland begins to secrete a toxic pus, you will at first become entranced into a vacant stare at the monstrous mess you are considering unleashing upon your site’s visitors, before writhing in the horrible agony of an itch that can never be scratched, and a feeling of being coated with the devil’s own deep and penetrating filth that no shower will ever cleanse.
Perhaps I exaggerate slightly, but it is no overstatement to suggest that you will find yourself being guided by proverbial angels and demons perched on opposite shoulders, or a whispering voice inside your head. If you harness this sense, sharpening it as if it were another tool in your kit and letting it guide or at least advise your decision making, you will transcend the rocky realm of random trial and error when faced with problems, and tend toward the right answers instinctively.
This gland can also empower your ability to assess your own work, becoming a judge before whom all your work is cross-examined. A good craftsperson regularly takes a step back from their work, and questions every facet of their product for its precise alignment with their core values of quality and sincerity, and even the very necessity of each component.
The wrapping
By now, you may be thinking that I take this kind of thing far too seriously, but to terrify you further, I haven’t even shared the half of it. Hopefully, though, this gives you an idea of the kind of levels of professionalism and dedication that it should take to get you on your way to becoming a craftsperson. It’s a level of accomplishment and ability toward which we all should strive, both for our personal fulfilment and the betterment of the products we use daily. I look forward to seeing your finely crafted work throughout 2012. |
2011 |
Ben Bodien |
benbodien |
2011-12-24T00:00:00+00:00 |
https://24ways.org/2011/crafting-the-front-end/ |
process |
| 282 |
Front-end Style Guides |
We all know that feeling: some time after we launch a site, new designers and developers come in and make adjustments. They add styles that don’t fit with the content, use typefaces that make us cringe, or chuck in bloated code. But if we didn’t leave behind any documentation, we can’t really blame them for messing up our hard work.
To counter this problem, graphic designers are often commissioned to produce style guides as part of a rebranding project. A style guide provides details such as how much white space should surround a logo, which typefaces and colours a brand uses, along with when and where it is appropriate to use them.
Design guidelines
Some design guidelines focus on visual branding and identity. The UK National Health Service (NHS) refer to theirs as “brand guidelines”. They help any designer create something such as a trustworthy leaflet for an NHS doctor’s surgery. Similarly, Transport for London’s “design standards” ensure the correct logos and typefaces are used in communications, and that they comply with the Disability Discrimination Act.
Some guidelines go further, encompassing a whole experience, from the visual branding to the messaging, and the icon sets used. The BBC calls its guidelines a “Global Experience Language” or GEL. It’s essential for maintaining coherence across multiple sites under the same BBC brand.
The BBC’s Global Experience Language.
Design guidelines may be brief and loose to promote creativity, like Mozilla’s “brand toolkit”, or be precise and run to many pages to encourage greater conformity, such as Apple’s “Human Interface Guidelines”.
Whatever name or form they’re given, documenting reusable styles is invaluable when maintaining a brand identity over time, particularly when more than one person (who may not be a designer) is producing material.
Code standards documents
We can make a similar argument for code. For example, in open source projects, where hundreds of developers are submitting code, it makes sense to set some standards. Drupal and Wordpress have written standards that make editing code less confusing for users, and more maintainable for contributors.
Each community has nuances: Drupal requests that developers indent with two spaces, while Wordpress stipulates a tab. Whatever the rules, good code standards documents also explain why they make their recommendations.
The front-end developer’s style guide
Design style guides and code standards documents have been a successful way of ensuring brand and code consistency, but in between the code and the design examples, web-based style guides are emerging. These are maintained by front-end developers, and are more dynamic than visual design guidelines, documenting every component and its code on the site in one place.
Here are a few examples I’ve seen in the wild:
Natalie Downe’s pattern portfolio
Natalie created the pattern portfolio system while working at Clearleft. The phrase describes a single HTML page containing all the site’s components and styles that can act as a deliverable.
Pattern portfolio by Natalie Downe for St Paul’s School, kept up to date when new components are added. The entire page is about four times the length shown.
Each different item within a pattern portfolio is a building block or module. The components are decoupled from the layout, and linearized so they can slot into anywhere on a page.
The pattern portfolio expresses every component and layout structure in the smallest number of documents. It sets out how the markup and CSS should be, and is used to illustrate the project’s shared vocabulary.
Natalie Downe
By developing a system, rather than individual pages, the result is flexible when the client wants to add more pages later on.
Paul Lloyd’s style guide
Paul Lloyd has written an extremely comprehensive style guide for his site. Not only does it feature every plausible element, but it also explains in detail when it’s appropriate to use each one.
Paul’s style guide is also great educational material for people learning to write code.
Oli Studholme’s style guide
Even though Oli’s style guide is specific to his site, he’s written it as though it’s for someone else. It’s exhaustive and gives justifications for all his decisions. In some places, he links to browser bug tickets and makes recommendations for cross-browser compatibility.
Oli has released his style guide under a Creative Commons Attribution Share-alike license, and encourages others to create their own versions.
Jeremy Keith’s pattern primer
Front-end style guides may have comments written in the code, annotations that appear on the page, or they may list components alongside their code, like Jeremy’s pattern primer.
You can watch or fork Jeremy’s pattern primer on Github.
Linearizing components like this resembles a kind of mobile first approach to development, which Jeremy talks about on the 5by5 podcast: The Web Ahead 3.
The benefits of maintaining a front-end style guide
If you still need convincing that producing documentation like this for every project is worth the effort, here are a few nice side-effects to working this way:
Easier to test
A unified style guide makes it easier to spot where your design breaks. It’s simple to check how components adapt to different screen widths, test for browser bugs and develop print style sheets when everything is on the same page. When I worked with Natalie, she’d resize the browser window and bump the text size up and down during development to see if anything would break.
Better workflow
The approach also forces you to think how something works in relation to the whole site, rather than just a specific page, making it easier to add more pages later on. Starting development by creating a style guide makes a lot more sense than developing on a page-by-page basis.
Shared vocabulary
Natalie’s pattern portfolio in particular creates a shared vocabulary of names for components (teaser, global navigation, carousel…), so a team can refer to different regions of the site and have a shared understanding of its meaning.
Useful reference
A combined style guide also helps designers and writers to see the elements that will be incorporated in the site and, therefore, which need to be designed or populated. A boilerplate list of components for every project can act as a reminder of things that may get missed in the design, such as button states or error messages.
Creating your front-end style guide
As you’ve seen, there are plenty of variations on the web style guide. Which method is best depends on your project and workflow. Let’s say you want to show your content team how blockquotes and asides look, when it’s appropriate to use them, and how to create them within the CMS. In this case, a combination of Jeremy’s pattern primer and Paul’s descriptive style guide – with the styled component alongside a code snippet and a description of when to use it – may be ideal.
Start work on your style guide as soon as you can, preferably during the design stage:
Simply presenting flat image comps is by no means enough - it’s only the start… As layouts become more adaptable, flexible and context-specific, so individual components will become the focus of our design. It is therefore essential to get the foundational aspects of our designs right, and style guides allow us to do that.
Paul Lloyd on Style guides for the Web
Print out the designs and label the unique elements and components you’ll need to add to your style guide. Make a note of the purpose of each component. While you’re doing this, identify the main colours used for things like links, headings and buttons.
I draw over the print-outs on to tracing paper so I can make more annotations. Here, I’ve started annotating the widths from the designer’s mockup so I can translate these into percentages.
Start developing your style guide with base styles that target core elements: headings, links, tables, blockquotes, ordered lists, unordered lists and forms. For these elements, you could maintain a standard document to reuse for every project.
Next, add the components that override the base styles, like search boxes, breadcrumbs, feedback messages and blog comments. Include interaction styles, such as hover, focus and visited state on links, and hover, focus and active states on buttons.
Now start adding layout and begin slotting the components into place. You may want to present each layout as a separate document, or you could have them all on the same page stacked beneath one another.
Document code practices
Code can look messy when people use different conventions, so note down a standard approach alongside your style guide. For example, Paul Stanton has documented how he writes CSS.
The gift wrapping
Presenting this documentation to your client may be a little overwhelming so, to be really helpful, create a simple page that links together all your files and explains what each of them do.
This is an example of a contents page that Clearleft produce for their clients. They’ve added date stamps, subversion revision numbers and written notes for each file.
Encourage participation
There’s always a risk that the person you’re writing the style guide for will ignore it completely, so make your documentation as user-friendly as possible. Justify why you do things a certain way to make it more approachable and encourage similar behaviour.
As always, good communication helps. Working with the designer to put together this document will improve the site. It’s often not practical for designers to provide a style for everything, so drafting a web style guide and asking for feedback gives designers a chance to make sure any default styles fit in.
If you work in a team with other developers, documenting your code and development decisions will not only be useful as a deliverable, but will also force you to think about why you do things a certain way.
Future-friendly
The roles of designer and developer are increasingly blurred, yet all too often we work in isolation. Working side-by-side with designers on web style guides can vastly improve the quality of our work, and the collaborative approach can spark discussions like “how would this work on a smaller screen?”
Sometimes we can be so focused on getting the site ready and live, that we lose sight of what happens after it’s launched, and how it’s going to be maintained. A simple web style guide can make all the difference.
If you make your own style guide, I’d love to add it to my stash of examples so please share a link to it in the comments. |
2011 |
Anna Debenham |
annadebenham |
2011-12-07T00:00:00+00:00 |
https://24ways.org/2011/front-end-style-guides/ |
process |
| 286 |
Defending the Perimeter Against Web Widgets |
On July 14, 1789, citizens of Paris stormed the Bastille, igniting a revolution that toppled the French monarchy. On July 14 of this year, there was a less dramatic (though more tweeted) takedown: The Deck network, which delivers advertising to some of the most popular web design and culture destinations, was down for about thirty minutes. During this period, most partner sites running ads from The Deck could not be viewed as result.
A few partners were unaffected (aside from not having an ad to display). Fortunately, Dribbble, was one of them. In this article, I’ll discuss outages like this and how to defend against them. But first, a few qualifiers: The Deck has been rock solid – this is the only downtime we’ve witnessed since joining in June. More importantly, the issues in play are applicable to any web widget you might add to your site to display third-party content.
Down and out
Your defense is only as good as its weakest link. Web pages are filled with links, some of which threaten the ability of your page to load quickly and correctly. If you want your site to work when external resources fail, you need to identify the weak links on your site. In this article, we’ll talk about web widgets as a point of failure and defensive JavaScript techniques for handling them.
Widgets 101
Imagine a widget that prints out a Pun of the Day on your site. A simple technique for both widget provider and consumer is for the provider to expose a URL:
http://widgetjonesdiary.com/punoftheday.js
which returns a JavaScript file like this:
document.write("<h2>The Pun of the Day</h2><p>Where do frogs go for beers after work? Hoppy hour!</p>");
The call to document.write() injects the string passed into the document where it is called. So to display the widget on your page, simply add an external script tag where you want it to appear:
<div class="punoftheday">
<script src="http://widgetjonesdiary.com/punoftheday.js"></script>
<!-- Content appears here as output of script above -->
</div>
This approach is incredibly easy for both provider and consumer. But there are implications…
document.write()… or wrong?
As in the example above, scripts may perform a document.write() to inject HTML. Page rendering halts while a script is processed so any output can be inlined into the document. Therefore, page rendering speed depends on how fast the script returns the data. If an external JavaScript widget hangs, so does the page content that follows. It was this scenario that briefly stalled partner sites of The Deck last summer.
The elegant solution
To make our web widget more robust, calls to document.write() should be avoided. This can be achieved with a technique called JSONP (AKA JSON with padding). In our example, instead of writing inline with document.write(), a JSONP script passes content to a callback function:
publishPun("<h2>Pun of the Day</h2><p>Where do frogs go for beers after work? Hoppy hour!</p>");
Then, it’s up to the widget consumer to implement a callback function responsible for displaying the content. Here’s a simple example where our callback uses jQuery to write the content into a target <div>:
<!-- Where widget content should appear -->
<div class="punoftheday"></div>
…
<br />
function publishPun(content) {
$(‘.punoftheday’).html(content); // Writes content display location<br />
}<br />
View Example 1
Even if the widget content appears at the top of the page, our script can be included at the bottom so it’s non-blocking: a slow response leaves page rendering unaffected. It simply invokes the callback which, in turn, writes the widget content to its display destination.
The hack
But what to do if your provider doesn’t support JSONP? This was our case with The Deck. Returning to our example, I’m reminded of computer scientist David Wheeler’s statement, “All problems in computer science can be solved by another level of indirection… Except for the problem of too many layers of indirection.”
In our case, the indirection is to move the widget content into position after writing it to the page. This allows us to place the widget <script> tag at the bottom of the page so rendering won’t be blocked, but still display the widget in the target. The strategy:
Load widget content into a hidden <div> at the bottom of the page.
Move the loaded content from the hidden <div> to its display location.
and the code:
<!-- Where widget content should appear -->
<div class="punoftheday"></div>
…
<br />
$(‘.punoftheday’).append($(‘.loading-dock’).children(‘:gt(0)’));<br />
View Example 2
After the external punoftheday.js script has processed, the rendered HTML will look as follows:
<div class="loading-dock hidden">
<script src="http://widgetjonesdiary.com/punoftheday.js"></script>
<h2>Pun of the Day</h2>
<p>Where do frogs go for beers after work? Hoppy hour!</p>
</div>
The ‘loading-dock’ <div> now includes the widget content, albeit hidden from view (if we’ve styled the ‘hidden’ class with display: none). There’s just one more step: move the content to its display destination. This line of jQuery (from above) does the trick:
$('.punoftheday').append($('.loading-dock').children(':gt(0)'));
This selects all child elements in the ‘loading-doc’ <div> except the first – the widget <script> tag which generated it – and moves it to the display destination. Worth noting is the :gt(0) jQuery selector extension, which allows us to exclude the first (in a 0-based array) child element – the widget <script> tag – from selection.
Since all of this happens at the bottom of the page, just before the </body> tag, no rendering has to wait on the external widget script. The only thing that fails if our widget hangs is… the widget itself. Our weakest link has been strengthened and so has our site. DE-FENSE! |
2011 |
Rich Thornett |
richthornett |
2011-12-06T00:00:00+00:00 |
https://24ways.org/2011/defending-the-perimeter-against-web-widgets/ |
process |
| 297 |
Public Speaking with a Buddy |
My book Demystifying Public Speaking focuses on the variety of fears we each have about giving a talk. From presenting to a client, to leading a team standup, to standing on a conference stage, there are lots of things we can do to prepare ourselves for the spotlight and reduce those fears.
Though it didn’t make it into the final draft, I wanted to highlight how helpful it can be to share that public speaking spotlight with another person, or a few more people. If you have fears about not knowing the answer to a question, fumbling your words, or making a mistake in the spotlight, then buddying up may be for you!
To some, adding more people to a presentation sounds like a recipe for on-stage disaster. To others, having a friendly face nearby—a partner who can step in if you fumble—is incredibly reassuring. As design director Yesenia Perez-Cruz writes, “While public speaking is a deeply personal activity, you don’t have to go it alone. Nothing has helped my speaking career more than turning it into a group effort.”
Co-presenting can level up a talk in two ways: an additional brain and presentation skill set can improve the content of the talk itself, and you may feel safer with the on-stage safety net of your buddy.
For example, when I started giving lengthy workshops about building mobile device labs with my co-worker Destiny Montague, we brought different experience to the table. I was able to talk about the user experience of our lab, and the importance of testing across different screen sizes. Destiny spoke about the hardware aspects of the lab, like power consumption and networking. Our audience benefitted from the spectrum of insight we included in the talk.
Moreover, Destiny and I kept each other energized and engaging while teaching our audience, having way more fun onstage. Partnering up alleviated the risk (and fear!) of fumbling; where one person makes a mistake, the other person is right there to help. Buddy presentations can be helpful if you fear saying “I don’t know” to a question, as there are other people around you who will be able to help answer it from the stage. By partnering with someone whom I trust and respect, and whose work and knowledge augments my own, it made the experience—and the presentation!—significantly better.
Co-presenting won’t work if you don’t trust the person you’re onstage with, or if you don’t have good chemistry working together. It might also not work if there’s an imbalance of responsibilities, both in preparing the talk and giving it. Read on for how to make partner talks work to your advantage!
Trustworthiness
If you want to explore co-presenting, make sure that your presentation partner is trustworthy and can carry their weight; it can be stressful if you find yourself trying to meet deadlines and prepare well and your partner isn’t being helpful. We’re all about reducing the fears and stress levels surrounding being in that spotlight onstage; make sure that the person you’re relying on isn’t making the process harder.
Before you start working together, sketch out the breakdown of work and timeline you’re each committing to. Have a conversation about your preferred work style so you each have a concrete understanding of the best ways to communicate (in what medium, and how often) and how to check in on each other’s progress without micromanaging or worrying about radio silence. Ask your buddy how they prefer to receive feedback, and give them your own feedback preferences, so neither of you are surprised or offended when someone’s work style or deliverable needs to be tweaked.
This should be a partnership in which you both feel supported; it’s healthy to set all these expectations up front, and create a space in which you can each tweak things as the work progresses.
Talk flow and responsibilities
There are a few different ways to organize the structure of your talk with multiple presenters. Start by thinking about the breakdown of the talk content—are there discrete parts you and the other presenters can own or deliver? Or does it feel more appropriate to deliver the entirety of the content together?
If you’re finding that you can break down the content into discrete chunks, figure out who should own which pieces, and what ownership means. Will you develop the content together but have only one person present the information? Or will one person research and prepare each content section in addition to delivering it solo onstage?
Rehearse how handoffs will go between sections so it feels natural, rather than stilted. I like breaking a presentation into “chapters” when I’m passionate about particular aspects of a topic and can speak on those, but know that there are other aspects to be shared and there’s someone else who can handle (and enjoy!) talking about them. When Destiny and I rehearsed our “chapter” handoffs, we developed little jingles that we’d both sing together onstage; it indicated to the audience that it was a planned transition in the content, and tied our independent work together into a partnership.
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Alternatively, you can give the presentation in a way that’s close to having a rehearsed conversation, rather than independently presenting discrete parts of the talk. In this case, you’ll both be sharing the spotlight at the same time, throughout the duration of the talk. Preparation is key, here, to make sure that you each understand what needs to be communicated, and you have a sense of who will be taking responsibility for communicating those different pieces of information. A poorly-prepared talk like this will look like the co-presenters are talking over each other, or hesitating awkwardly to give the other person more room to speak; the audience will feel how uncomfortable this is, and will probably be distracted from the talk content. Practice the talk the whole way through multiple times so you know what each person is planning on covering and how you want to interact with each other while you’re both holding microphones; also figure out how you’ll be standing in relation to each other. More on that next!
Sharing the stage
If you choose to give a talk with a partner, determine ahead of time how you’ll stand (or sit). For example, if you each take “chapters” or major sections of the presentation, ensure that it’s clear who the audience should focus their attention on. You could sit in a chair off to the side (or stand). I recommend placing yourself far enough away that you’re not distracting to the audience; you don’t want them watching you while your partner is speaking. If the audience can still see you, but their focus should be on your buddy, be sure to not look distracted; keep your eyes on your buddy, and don’t just open your laptop and ignore what’s happening! Feel free to smile, laugh, or react how the audience should be reacting as your partner is speaking.
If you’re both sharing the spotlight at the same time and having a rehearsed conversation, make sure that your body language engages the audience and you’re not just speaking to each other, ignoring the folks watching. Watch this talk with Guy Podjarny and Assaf Hefetz who have partnered up to talk about security; they have clearly identified roles onstage, and remain engaged with the audience.
Consider whether or not you will share a microphone, or if you will both be mic’d. (Be sure that the event organizer, or the A/V team, has a heads-up well in advance to ensure they have the equipment handy!) Also talk through how you’d like to handle Q&A time during or after the talk, especially if you have clear “chapters” where Q&A might happen naturally during a handoff. The more clarity you and your partner have about who is responsible for which pieces of information sharing, the more you can feel and appear prepared.
Co-presenting does take a lot of preparation and requires a ton of communication between you and your partner. But the rewards can be awesome: double the brains onstage to help answer questions and communicate information, and a friendly face to help comfort you if you feel nervous. |
2016 |
Lara Hogan |
larahogan |
2016-12-06T00:00:00+00:00 |
https://24ways.org/2016/public-speaking-with-a-buddy/ |
process |
| 299 |
What the Heck Is Inclusive Design? |
Naming things is hard. And I don’t just mean CSS class names and JSON properties. Finding the right term for what we do with the time we spend awake and out of bed turns out to be really hard too.
I’ve variously gone by “front-end developer”, “user experience designer”, and “accessibility engineer”, all clumsy and incomplete terms for labeling what I do as an… erm… see, there’s the problem again.
It’s tempting to give up entirely on trying to find the right words for things, but this risks summarily dispensing with thousands of years spent trying to qualify the world around us. So here we are again.
Recently, I’ve been using the term “inclusive design” and calling myself an “inclusive designer” a lot. I’m not sure where I first heard it or who came up with it, but the terminology feels like a good fit for the kind of stuff I care to do when I’m not at a pub or asleep.
This article is about what I think “inclusive design” means and why I think you might like it as an idea.
Isn’t ‘inclusive design’ just ‘accessibility’ by another name?
No, I don’t think so. But that’s not to say the two concepts aren’t related. Note the ‘design’ part in ‘inclusive design’ — that’s not just there by accident. Inclusive design describes a design activity; a way of designing things.
This sets it apart from accessibility — or at least our expectations of what ‘accessibility’ entails. Despite every single accessibility expert I know (and I know a lot) recommending that accessibility should be integrated into design process, it is rarely ever done. Instead, it is relegated to an afterthought, limiting its effect.
The term ‘accessibility’ therefore lacks the power to connote design process. It’s not that we haven’t tried to salvage the term, but it’s beginning to look like a lost cause. So maybe let’s use a new term, because new things take new names. People get that.
The ‘access’ part of accessibility is also problematic. Before we get ahead of ourselves, I don’t mean access is a problem — access is good, and the more accessible something is the better. I mean it’s not enough by itself.
Imagine a website filled with poorly written and lackadaisically organized information, including a bunch of convoluted and confusing functionality. To make this site accessible is to ensure no barriers prevent people from accessing the content.
But that doesn’t make the content any better. It just means more people get to suffer it.
Whoopdidoo.
Access is certainly a prerequisite of inclusion, but accessibility compliance doesn’t get you all the way there. It’s possible to check all the boxes but still be left with an unusable interface. And unusable interfaces are necessarily inaccessible ones. Sure, you can take an unusable interface and make it accessibility compliant, but that only placates stakeholders’ lawyers, not users. Users get little value from it.
So where have we got to? Access is important, but inclusion is bigger than access. Inclusive design means making something valuable, not just accessible, to as many people as we can.
So inclusive design is kind of accessibility + UX?
Closer, but there are some problems with this definition.
UX is, you will have already noted, a broad term encompassing activities ranging from conducting research studies to optimizing the perceived affordance of interface elements. But overall, what I take from UX is that it’s the pursuit of making interfaces understandable.
As it happens, WCAG 2.0 already contains an ‘Understandable’ principle covering provisions such as readability, predictability and feedback. So you might say accessibility — at least as described by WCAG — already covers UX.
Unfortunately, the criteria are limited, plus some really important stuff (like readability) is relegated to the AAA level; essentially “bonus points if you get the time (you won’t).”
So better to let UX folks take care of this kind of thing. It’s what they do. Except, therein lies a danger. UX professionals don’t tend to be well versed in accessibility, so their ‘solutions’ don’t tend to work for that many people. My friend Billy Gregory coined the term SUX, or “Some UX”: if it doesn’t work for different users, it’s only doing part of the job it should be.
SUX won’t do, but it’s not just a disability issue. All sorts of user circumstances go unchecked when you’re shooting straight for what people like, and bypassing what people need: device type, device settings, network quality, location, native language, and available time to name just a few.
In short, inclusive design means designing things for people who aren’t you, in your situation. In my experience, mainstream UX isn’t very good at that. By bolting accessibility onto mainstream UX we labor under the misapprehension that most people have a ‘normal’ experience, a few people are exceptions, and that all of the exceptions pertain to disability directly.
So inclusive design isn’t really about disability?
It is about disability, but not in the same way as accessibility. Accessibility (as it is typically understood, anyway) aims to make sure things work for people with clinically recognized disabilities. Inclusive design aims to make sure things work for people, not forgetting those with clinically recognized disabilities. A subtle, but not so subtle, difference.
Let’s go back to discussing readability, because that’s a good example. Now: everyone benefits from readable text; text with concise sentences and widely-understood words. It certainly helps people with cognitive impairments, but it doesn’t hinder folks who have less trouble with comprehension. In fact, they’ll more than likely be thankful for the time saved and the clarity. Readable text covers the whole gamut. It’s — you’ve got it — inclusive.
Legibility is another one. A clear, well-balanced typeface makes the reading experience less uncomfortable and frustrating for all concerned, including those who have various forms of visual dyslexia. Again, everyone’s happy — so why even contemplate a squiggly, sketchy typeface? Leave well alone.
Contrast too. No one benefits from low contrast; everyone benefits from high contrast. Simple. There’s no more work involved, it just entails better decision making. And that’s what design is really: decision making.
How about zoom support? If you let your users pinch zoom on their phones they can compensate for poor eyesight, but they can also increase the touch area of controls, inspect detail in images, and compose better screen shots. Unobtrusively supporting options like zoom makes interfaces much more inclusive at very little cost.
And when it comes to the underlying HTML code, you’re in luck: it has already been designed, from the outset, to be inclusive. HTML is a toolkit for inclusion. Using the right elements for the job doesn’t just mean the few who use screen readers benefit, but keyboard accessibility comes out-of-the-box, you can defer to browser behavior rather than writing additional scripts, the code is easier to read and maintain, and editors can create content that is effortlessly presentable.
Wait… are you talking about universal design?
Hmmm. Yes, I guess some folks might think of “universal design” and “inclusive design” as synonymous. I just really don’t like the term universal in this context.
The thing is, it gives the impression that you should be designing for absolutely everyone in the universe. Though few would adopt a literal interpretation of “universal” in this context, there are enough developers who would deliberately misconstrue the term and decry universal design as an impossible task. I’ve actually had people push back by saying, “what, so I’ve got to make it work for people who are allergic to computers? What about people in comas?”
For everyone’s sake, I think the term ‘inclusive’ is less misleading. Of course you can’t make things that everybody can use — it’s okay, that’s not the aim. But with everything that’s possible with web technologies, there’s really no need to exclude people in the vast numbers that we usually are.
Accessibility can never be perfect, but by thinking inclusively from planning, through prototyping to production, you can cast a much wider net. That means more and happier users at very little if any more effort.
If you like, inclusive design is the means and accessibility is the end — it’s just that you get a lot more than just accessibility along the way.
Conclusion
That’s inclusive design. Or at least, that’s a definition for a thing I think is a good idea which I identify as inclusive design. I’ll leave you with a few tips.
Involve code early
Web interfaces are made of code. If you’re not working with code, you’re not working on the interface. That’s not to say there’s anything wrong with sketching or paper prototyping — in fact, I recommend paper prototyping in my book on inclusive design. Just work with code as soon as you can, and think about code even before that. Maintain a pattern library of coded solutions and omit any solutions that don’t adhere to basic accessibility guidelines.
Respect conventions
Your content should be fresh, inventive, radical. Your interface shouldn’t. Adopt accepted conventions in the appearance, placement and coding of interface elements. Users aren’t there to experience interface design; they’re there to use an interface. In other words: stop showing off (unless, of course, the brief is to experiment with new paradigms in interface design, for an audience of interface design researchers).
Don’t be exact
“Perfection is the enemy of good”. But the pursuit of perfection isn’t just to be avoided because nothing ever gets finished. Exacting design also makes things inflexible and brittle. If your design depends on elements retaining precise coordinates, they’ll break easily when your users start adjusting font settings or zooming. Choose not to position elements exactly or give them fixed, “magic number” dimensions. Make less decisions in the interface so your users can make more decisions for it.
Enforce simplicity
The virtue of simplicity is difficult to overestimate. The simpler an interface is, the easier it is to use for all kinds of users. Simpler interfaces require less code to make too, so there’s an obvious performance advantage. There are many design decisions that require user research, but keeping things simple is always the right thing to do. Not simplified or simple-seeming or simplistic, but simple.
Do a little and do it well, for as many people as you can. |
2016 |
Heydon Pickering |
heydonpickering |
2016-12-07T00:00:00+00:00 |
https://24ways.org/2016/what-the-heck-is-inclusive-design/ |
process |