| 9 |
How to Write a Book |
Were you recently inspired to write a book after reading Owen Gregory’s compendium of author insights? Maybe so inspired to strike out on your own and self-publish?
Based on personal experience, writing a book is hard. It requires a great deal of research, experience, and patience. To be able to consolidate your thoughts and what you’ve learned into a sensible and readable tome is an admirable feat. To decide to self-publish and take on yourself all of the design, printing, distribution, and so much more is tantamount to insanity. Again, based on personal experience.
So, why might you want to self-publish?
If you’ve spent many a late night doing cross-browser testing just to know that your site works flawlessly in twenty-four different browsers — including Mosaic, of course — then maybe you’ll understand the fun that comes from doing it all.
Working with a publisher, you’re left to focus on one core thing: writing. That’s a good thing. A good publisher has the right resources to help you get your idea polished and the distribution network to get your book on store shelves around the world. It’s a very proud moment to be able to walk into a book store and see your book sitting there on the shelf.
Self-publishing can also be a wonderful process as you get to own it from beginning to end. Every decision is yours and if you’re a control freak like me, this can be a very rewarding experience.
While there are many aspects to self-publishing, I’m going to speak to just one of them: creating an ebook.
Formats
In creating an ebook, you first need to decide what formats you wish to support. There are three main formats, each with their own pros and cons:
PDF
EPUB
MOBI
PDFs are supported on almost every device (Windows, Mac, Kindle, iPad, Android, etc.) and can even be a stepping stone to creating a print version of your book. PDFs allow for full typographic and design control, but at the cost of needing to fit things into a predefined page layout. Is it US Letter or A4? Or is it a format that isn’t easily printed by readers on their home printers?
EPUB is a more fluid format that is supported by the Apple iPad, iPhone, and now on the desktop with OS X Mavericks. It’s also supported by Google Play for Android devices. While EPUB is supported on other devices, you’re likely to choose EPUB because you’re targeting your book at the Apple audience. The EPUB format is HTML-based with support for some CSS and even video and interactive elements. You can create very rich and exciting experiences using the EPUB format that just aren’t possible with PDF or MOBI. However, if you decide to support multiple file formats, you’ll likely find — as I did — that a consistent experience between all formats is easier to build and maintain, and therefore the extra benefits of interactivity go out the window.
MOBI is a format originally developed for the Mobipocket Reader but more popularly supported by the Amazon Kindle. If you’re looking to attract the Kindle audience or publish to Amazon via the Kindle Direct Publishing platform then the HTML-based MOBI format is the format you’ll want to go with.
Distribution will probably factor in heavily with what format you decide to go with. Many people I know who self-publish go with PDF only due to its ubiquity.
If you want to garner a wider audience by distributing via Amazon or the iBookstore then you’ll need to think about supporting all three formats (as I did).
What tools should I use?
I spent a lot of time figuring out the right toolset and finally got something that suits me just right.
In the past, when working with a publisher, I was given a Microsoft Word template that was passed back and forth between myself, the editor, and tech reviewer. This template has been the bane of any book writer that I’ve spoken to. Not every publisher is like that, though. Some publishers, like O’Reilly, use DocBook, an XML-based format that can be converted into PDF, EPUB, and MOBI.
Publishers already have a style guide and whether it’s DocBook or a Word template, they have the tools already in place to easily convert your work into multiple formats.
Self-publishing means that you’ll likely have to do a lot of tweaking to get things looking and working the way you want them to. I tried DocBook and the open source export tools didn’t create HTML to my liking. Fixing even the most mundane things required fiddling with XSL transformations for hours on end. Not the way I like to spend my time. I can only imagine the hoops I would’ve had to go through to get a PDF to look half-decent.
Tools like Pages or Scrivener offer up the ability to publish to multiple formats, too, but none offered me the control over the output that I truly desired. Have a mentioned that I’m a control freak?
I ended up writing my book using a technology that I already knew quite well: HTML. By writing in HTML, I already had something that I could post on my website, use for the EPUB and use for the MOBI format. All without having to change a thing. (That’s right: the same HTML that is used on SMACSS.com is used in the EPUB and is used in the MOBI.)
What about PDF? I could open up the HTML in a web browser, choose Save as PDF and be done with it but let’s face it: the filename and date attached to every single page doesn’t exactly scream professional. Web browsers actually do a surprisingly poor job with supporting the CSS paged media spec.
I had resorted to copying and pasting the content into Pages and saving as PDF from there. It wasn’t elegant but it worked. However, any changes to my HTML source required redoing those changes in Pages, as well.
Then I met my Prince Charming: Prince XML. It’s pricey but it works incredibly well. It takes HTML and CSS (that very format I’ve been using for all of my other file formats) and will generate a PDF via a command line interface. Prince supports CSS paged media including headers, footers, page counts, and alternating page styles.
From one format, HTML, I can now easily publish to PDF, MOBI, and EPUB, and even my website. I use the PDF version to send to the printer along with cover art to be bound and ready to ship around the world. It’s amazing how versatile HTML (and CSS) is.
To learn more about writing books with HTML and CSS, I recommend reading Building Books with CSS3 over at A List Apart.
Creating an EPUB
Let’s take a step back. Prince gets us from HTML to PDF but how do we make an EPUB out of the HTML?
An EPUB file is essentially a ZIP file with a renamed extension. There are some core files that you need to start with:
Root
META-INF
container.xml
mimetype
content.opf
toc.ncx
After that, you can start adding your content to the project. Be sure to update the toc.ncx (Table of Contents) and content.opf (the ebook manifest) with any changes you make to your project.
You can learn more about the file formats with the EPUB Format Construction Guide.
Once all your files are in place, you’ll need to create the EPUB file by running two commands (on OS X, at least):
zip -X0 your-ebook.epub mimetype
zip -Xur9D your-ebook.epub *
The mimetype needs to be the first file inside the ZIP file and therefore gets added first. Then, the rest of the files are added.
I’ve added a function to my .bash_profile to make this even easier:
function epub()
{
zip -q0X $@ mimetype; zip -qXr9D $@ *
}
Then, within the folder from which I want to create an ebook, I just run epub your-ebook.epub from the Terminal command line and the EPUB file should be ready to go.
Creating the MOBI
We have our EPUB and we have our PDF. The last step is the MOBI file. For this, I call upon Calibre. Calibre can be used as a reader and as a library but I use it exclusively to export my EPUB files to MOBI.
Calibre includes a command line utility to convert from EPUB to MOBI. (To install the command line tools, go to Preferences > Advanced > Miscellaneous and click Install Command Line Tools.)
ebook-convert your-ebook.epub your-ebook.mobi
Spread the joy
Now that you have all of your different file formats, you need to get them into the hands of people who want to (ho-ho-hopefully) buy your book!
There are a number of marketplaces such as Amazon’s Kindle Direct Publishing, iBookstore, Google Play, and NOOK Press.
Some publishers, like PragProg and O’Reilly will also add self-published books to their roster if they feel it’s a good fit for their audience.
With any distribution, you’ll have to give up a percentage of your sales—from 30% to 70% of each sale, so consider your options wisely.
Of course, you can always open your own online store and reap as much of the revenue as possible, assuming you can get the traffic to your site. Handling your own distribution allows you to create a deeper one-on-one connection with your customers, something that is impossible with other distribution channels since you don’t get customer information through other services—even though you are giving them a huge chunk of your sales!
Go forth and prosper
There’s a lot of thought and time that goes into writing a book and just as much thought and time can go into creating, publishing, and marketing your book once you’re done.
In the end, self-publishing can be a very rewarding process and well worth the time that goes into it. |
2013 |
Jonathan Snook |
jonathansnook |
2013-12-19T00:00:00+00:00 |
https://24ways.org/2013/how-to-write-a-book/ |
content |
| 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 |
| 11 |
JavaScript: Taking Off the Training Wheels |
JavaScript is the third pillar of front-end web development. Of those pillars, it is both the most powerful and the most complex, so it’s understandable that when 24 ways asked, “What one thing do you wish you had more time to learn about?”, a number of you answered “JavaScript!”
This article aims to help you feel happy writing JavaScript, and maybe even without libraries like jQuery. I can’t comprehensively explain JavaScript itself without writing a book, but I hope this serves as a springboard from which you can jump to other great resources.
Why learn JavaScript?
So what’s in it for you? Why take the next step and learn the fundamentals?
Confidence with jQuery
If nothing else, learning JavaScript will improve your jQuery code; you’ll be comfortable writing jQuery from scratch and feel happy bending others’ code to your own purposes. Writing efficient, fast and bug-free jQuery is also made much easier when you have a good appreciation of JavaScript, because you can look at what jQuery is really doing. Understanding how JavaScript works lets you write better jQuery because you know what it’s doing behind the scenes. When you need to leave the beaten track, you can do so with confidence.
In fact, you could say that jQuery’s ultimate goal is not to exist: it was invented at a time when web APIs were very inconsistent and hard to work with. That’s slowly changing as new APIs are introduced, and hopefully there will come a time when jQuery isn’t needed.
An example of one such change is the introduction of the very useful document.querySelectorAll. Like jQuery, it converts a CSS selector into a list of matching elements. Here’s a comparison of some jQuery code and the equivalent without.
$('.counter').each(function (index) {
$(this).text(index + 1);
});
var counters = document.querySelectorAll('.counter');
[].slice.call(counters).forEach(function (elem, index) {
elem.textContent = index + 1;
});
Solving problems no one else has!
When you have to go to the internet to solve a problem, you’re forever stuck reusing code other people wrote to solve a slightly different problem to your own. Learning JavaScript will allow you to solve problems in your own way, and begin to do things nobody else ever has.
Node.js
Node.js is a non-browser environment for running JavaScript, and it can do just about anything! But if that sounds daunting, don’t worry: the Node community is thriving, very friendly and willing to help.
I think Node is incredibly exciting. It enables you, with one language, to build complete websites with complex and feature-filled front- and back-ends. Projects that let users log in or need a database are within your grasp, and Node has a great ecosystem of library authors to help you build incredible things. Exciting!
Here’s an example web server written with Node. http is a module that allows you to create servers and, like jQuery’s $.ajax, make requests. It’s a small amount of code to do something complex and, while working with Node is different from writing front-end code, it’s certainly not out of your reach.
var http = require('http');
http.createServer(function (req, res) {
res.writeHead(200, {'Content-Type': 'text/plain'});
res.end('Hello World');
}).listen(1337);
console.log('Server running at http://localhost:1337/');
Grunt and other website tools
Node has brought in something of a renaissance in tools that run in the command line, like Yeoman and Grunt. Both of these rely heavily on Node, and I’ll talk a little bit about Grunt here.
Grunt is a task runner, and many people use it for compiling Sass or compressing their site’s JavaScript and images. It’s pretty cool. You configure Grunt via the gruntfile.js, so JavaScript skills will come in handy, and since Grunt supports plug-ins built with JavaScript, knowing it unlocks the bucketloads of power Grunt has to offer.
Ways to improve your skills
So you know you want to learn JavaScript, but what are some good ways to learn and improve? I think the answer to that is different for different people, but here are some ideas.
Rebuild a jQuery app
Converting a jQuery project to non-jQuery code is a great way to explore how you modify elements on the page and make requests to the server for data. My advice is to focus on making it work in one modern browser initially, and then go cross-browser if you’re feeling adventurous. There are many resources for directly comparing jQuery and non-jQuery code, like Jeffrey Way’s jQuery to JavaScript article.
Find a mentor
If you think you’d work better on a one-to-one basis then finding yourself a mentor could be a brilliant way to learn. The JavaScript community is very friendly and many people will be more than happy to give you their time. I’d look out for someone who’s active and friendly on Twitter, and does the kind of work you’d like to do. Introduce yourself over Twitter or send them an email. I wouldn’t expect a full tutoring course (although that is another option!) but they’ll be very glad to answer a question and any follow-ups every now and then.
Go to a workshop
Many conferences and local meet-ups run workshops, hosted by experts in a particular field. See if there’s one in your area. Workshops are great because you can ask direct questions, and you’re in an environment where others are learning just like you are — no need to learn alone!
Set yourself challenges
This is one way I like to learn new things. I have a new thing that I’m not very good at, so I pick something that I think is just out of my reach and I try to build it. It’s learning by doing and, even if you fail, it can be enormously valuable.
Where to start?
If you’ve decided learning JavaScript is an important step for you, your next question may well be where to go from here.
I’ve collected some links to resources I know of or use, with some discussion about why you might want to check a particular site out. I hope this serves as a springboard for you to go out and learn as much as you want.
Beginner
If you’re just getting started with JavaScript, I’d recommend heading to one of these places. They cover the basics and, in some cases, a little more advanced stuff. They’re all reputable sources (although, I’ve included something I wrote — you can decide about that one!) and will not lead you astray.
jQuery’s JavaScript 101 is a great first resource for JavaScript that will give you everything you need to work with jQuery like a pro.
Codecademy’s JavaScript Track is a small but useful JavaScript course. If you like learning interactively, this could be one for you.
HTMLDog’s JavaScript Tutorials take you right through from the basics of code to a brief introduction to newer technology like Node and Angular. [Disclaimer: I wrote this stuff, so it comes with a hazard warning!]
The tuts+ jQuery to JavaScript mentioned earlier is great for seeing how jQuery code looks when converted to pure JavaScript.
Getting in-depth
For more comprehensive documentation and help I’d recommend adding these places to your list of go-tos.
MDN: the Mozilla Developer Network is the first place I go for many JavaScript questions. I mostly find myself there via a search, but it’s a great place to just go and browse.
Axel Rauschmayer’s 2ality is a stunning collection of articles that will take you deep into JavaScript. It’s certainly worth looking at.
Addy Osmani’s JavaScript Design Patterns is a comprehensive collection of patterns for writing high quality JavaScript, particularly as you (I hope) start to write bigger and more complex applications.
And finally…
I think the key to learning anything is curiosity and perseverance. If you have a question, go out and search for the answer, even if you have no idea where to start. Keep going and going and eventually you’ll get there. I bet you’ll learn a whole lot along the way. Good luck!
Many thanks to the people who gave me their time when I was working on this article: Tom Oakley, Jack Franklin, Ben Howdle and Laura Kalbag. |
2013 |
Tom Ashworth |
tomashworth |
2013-12-05T00:00:00+00:00 |
https://24ways.org/2013/javascript-taking-off-the-training-wheels/ |
code |
| 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 |
| 14 |
The Command Position Principle |
Living where I do, in a small village in rural North Wales, getting anywhere means driving along narrow country roads. Most of these are just about passable when two cars meet.
If you’re driving too close to the centre of the road, when two drivers meet you stop, glare at each other and no one goes anywhere. Drive too close to your nearside and in summer you’ll probably scratch your paintwork on the hedgerows, or in winter you’ll sink your wheels into mud.
Driving these lanes requires a balance between caring for your own vehicle and consideration for someone else’s, but all too often, I’ve seen drivers pushed towards the hedgerows and mud when someone who’s inconsiderate drives too wide because they don’t want to risk scratching their own paintwork or getting their wheels dirty.
If you learn to ride a motorcycle, you’ll be taught about the command position:
Approximate central position, or any position from which the rider can exert control over invitation space either side.
The command position helps motorcyclists stay safe, because when they ride in the centre of their lane it prevents other people, usually car drivers, from driving alongside, either forcing them into the curb or potentially dangerously close to oncoming traffic.
Taking the command position isn’t about motorcyclists being aggressive, it’s about them being confident. It’s them knowing their rightful place on the road and communicating that through how they ride.
I’ve recently been trying to take that command position when driving my car on our lanes. When I see someone coming in the opposite direction, instead of instinctively moving closer to my nearside — and in so doing subconsciously invite them into my space on the road — I hold both my nerve and a central position in my lane. Since I done this I’ve noticed that other drivers more often than not stay in their lane or pull closer to their nearside so we occupy equal space on the road. Although we both still need to watch our wing mirrors, neither of us gets our paint scratched or our wheels muddy.
We can apply this principle to business too, in particular to negotiations and the way we sell. Here’s how we might do that.
Commanding negotiations
When a customer’s been sold to well — more on that in just a moment — and they’ve made the decision to buy, the thing that usually stands in the way of us doing business is a negotiation over price. Some people treat negotiations as the equivalent of driving wide. They act offensively, because their aim is to force the other person into getting less, usually in return for giving more.
In encounters like this, it’s easy for us to act defensively. We might lack confidence in the price we ask for, or the value of the product or service we offer. We might compromise too early because of that. When that happens, there’s a pretty good chance that we’ll drive away with less than we deserve unless we use the command position principle to help us.
Before we start any negotiation it’s important to know that both sides ultimately want to reach an agreement. This isn’t always obvious. If one side isn’t already committed, at least in principle, then it’s not a negotiation at that point, it’s something else.
For example, a prospective customer may be looking to learn our lowest price so that they can compare it to our competitors. When that’s the case, we’ve probably failed to qualify that prospect properly as, after all, who wants to be chosen simply because they’re the cheapest? In this situation, negotiating is a waste of time since we don’t yet know that it will result in us making a deal. We should enter into a negotiation only when we know where we stand. So ask confidently: “Are you looking to [make a decision]?”
When that’s been confirmed, it’s down to everyone to compromise until a deal’s been reached. That’s because good negotiations aren’t about one side beating the other, they’re about achieving a good deal for both. Using the command position principle helps us to maintain control over our negotiating space and affords us the opportunity to give ground only if we need to and only when we’re ready. It can also ensure that the person we’re negotiating with gives up some of their space.
Commanding sales
It’s not always necessary to negotiate when we’re doing a business deal, but we should always be prepared to sell. One of the most important parts of our sales process should be controlling when and how we tell someone our price.
Unless it’s impossible to avoid, don’t work out a price for someone on the spot. When we do that we lose control over the time and place for presenting our price alongside the value factors that will contribute to the prospective customer accepting that price. For the same reason, never give a ballpark or, worse, a guesstimate figure. If the question of price comes up before we’re fully prepared, we should say politely that we need more time to work out a meaningful cost.
When we are ready, we shouldn’t email a price for our prospective customer to read unaccompanied. Instead, create an opportunity to talk a prospect through our figures, demonstrate how we arrived at them and, most importantly, explain the value of what we’re selling to their business. Agree a time and place to do this and, if possible, do it all face-to-face.
We shouldn’t hesitate when we give someone a price. When we sound even the slightest bit unsure or apologetic, we give the impression that we’ll be flexible in our position before negotiations have even begun.
Think about the command position principle, know the price and present it confidently. That way we send a clear signal that we know our business and how we deal with people. The command position principle isn’t about being cocky, it’s about showing other people respect, asking for it in return and showing it to ourselves.
Earlier, I mentioned selling well, because we sometimes hear people say that they dislike being sold to. In my experience, it’s not that people dislike the sales process, it’s that we dislike it done badly.
Taking part in a good sales process, either by selling or being sold to, can be a pleasurable experience. Try to be confident — after all, we understand how our skills will benefit a customer better than anyone else. Our confidence will inspire confidence in others.
Self-confidence isn’t the same as arrogance, just as the command position isn’t the same as riding without consideration for others. The command position principle preserves others’ space as well as our own. By the same token, we should be considerate of others’ time and not waste it and our own by attempting to force them into buying something that’s inappropriate.
To prevent this from happening, evaluate them well to ensure that they’re the right customer for us. If they’re not, let them go on their way. They’ll thank us for it and may well become customers the next time we meet.
The business of closing a deal can be made an enjoyable experience for everyone if we take control by guiding someone through the sales process by asking the right questions to uncover their concerns, then allaying them by being knowledgeable and confident. This is riding in the command position.
Just like demonstrating we know our rightful position on the road, knowing our rightful place in a business relationship and communicating that through how we deal with people will help everyone achieve an equitable balance. When that happens in business, as well as on the road, no one gets their paintwork scratched or their wheels muddy. |
2013 |
Andy Clarke |
andyclarke |
2013-12-23T00:00:00+00:00 |
https://24ways.org/2013/the-command-position-principle/ |
business |
| 15 |
Git for Grown-ups |
You are a clever and talented person. You create beautiful designs, or perhaps you have architected a system that even my cat could use. Your peers adore you. Your clients love you. But, until now, you haven’t *&^#^! been able to make Git work. It makes you angry inside that you have to ask your co-worker, again, for that *&^#^! command to upload your work.
It’s not you. It’s Git. Promise.
Yes, this is an article about the popular version control system, Git. But unlike just about every other article written about Git, I’m not going to give you the top five commands that you need to memorize; and I’m not going to tell you all your problems would be solved if only you were using this GUI wrapper or that particular workflow. You see, I’ve come to a grand realization: when we teach Git, we’re doing it wrong.
Let me back up for a second and tell you a little bit about the field of adult education. (Bear with me, it gets good and will leave you feeling both empowered and righteous.) Andragogy, unlike pedagogy, is a learner-driven educational experience. There are six main tenets to adult education:
Adults prefer to know why they are learning something.
The foundation of the learning activities should include experience.
Adults prefer to be able to plan and evaluate their own instruction.
Adults are more interested in learning things which directly impact their daily activities.
Adults prefer learning to be oriented not towards content, but towards problems.
Adults relate more to their own motivators than to external ones.
Nowhere in this list does it include “memorize the five most popular Git commands”. And yet this is how we teach version control: init, add, commit, branch, push. You’re an expert! Sound familiar? In the hierarchy of learning, memorizing commands is the lowest, or most basic, form of learning. At the peak of learning you are able to not just analyze and evaluate a problem space, but create your own understanding in relation to your existing body of knowledge.
“Fine,” I can hear you saying to yourself. “But I’m here to learn about version control.” Right you are! So how can we use this knowledge to master Git? First of all: I give you permission to use Git as a tool. A tool which you control and which you assign tasks to. A tool like a hammer, or a saw. Yes, your mastery of your tools will shape the kinds of interactions you have with your work, and your peers. But it’s yours to control. Git was written by kernel developers for kernel development. The web world has adopted Git, but it is not a tool designed for us and by us. It’s no Sass, y’know? Git wasn’t developed out of our frustration with managing CSS files in an increasingly complex ecosystem of components and atomic design. So, as you work through the next part of this article, give yourself a bit of a break. We’re in this together, and it’s going to be OK.
We’re going to do a little activity. We’re going to create your perfect Git cheatsheet.
I want you to start by writing down a list of all the people on your code team. This list may include:
developers
designers
project managers
clients
Next, I want you to write down a list of all the ways you interact with your team. Maybe you’re a solo developer and you do all the tasks. Maybe you only do a few things. But I want you to write down a list of all the tasks you’re actually responsible for. For example, my list looks like this:
writing code
reviewing code
publishing tested code to your server(s)
troubleshooting broken code
The next list will end up being a series of boxes in a diagram. But to start, I want you to write down a list of your tools and constraints. This list potentially has a lot of noun-like items and verb-like items:
code hosting system (Bitbucket? GitHub? Unfuddle? self-hosted?)
server ecosystem (dev/staging/live)
automated testing systems or review gates
automated build systems (that Jenkins dude people keep referring to)
Brilliant! Now you’ve got your actors and your actions, it’s time to shuffle them into a diagram. There are many popular workflow patterns. None are inherently right or wrong; rather, some are more or less appropriate for what you are trying to accomplish.
Centralized workflow
Everyone saves to a single place. This workflow may mean no version control, or a very rudimentary version control system which only ever has a single copy of the work available to the team at any point in time.
Branching workflow
Everyone works from a copy of the same place, merging their changes into the main copy as their work is completed. Think of the branches as a motorcycle sidecar: they’re along for the ride and probably cannot exist in isolation of the main project for long without serious danger coming to the either the driver or sidecar passenger. Branches are a fundamental concept in version control — they allow you to work on new features, bug fixes, and experimental changes within a single repository, but without forcing the changes onto others working from the same branch.
Forking workflow
Everyone works from their own, independent repository. A fork is an exact duplicate of a repository that a developer can make their own changes to. It can be kept up to date with additional changes made in other repositories, but it cannot force its changes onto another’s repository. A fork is a complete repository which can use its own workflow strategies. If developers wish to merge their work with the main project, they must make a request of some kind (submit a patch, or a pull request) which the project collaborators may choose to adopt or reject. This workflow is popular for open source projects as it enforces a review process.
Gitflow workflow
A specific workflow convention which includes five streams of parallel coding efforts: master, development, feature branches, release branches, and hot fixes. This workflow is often simplified down to a few elements by web teams, but may be used wholesale by software product teams. The original article describing this workflow was written by Vincent Driessen back in January 2010.
But these workflows aren’t about you yet, are they? So let’s make the connections.
From the list of people on your team you identified earlier, draw a little circle. Give each of these circles some eyes and a smile. Now I want you to draw arrows between each of these people in the direction that code (ideally) flows. Does your designer create responsive prototypes which are pushed to the developer? Draw an arrow to represent this.
Chances are high that you don’t just have people on your team, but you also have some kind of infrastructure. Hopefully you wrote about it earlier. For each of the servers and code repositories in your infrastructure, draw a square. Now, add to your diagram the relationships between the people and each of the machines in the infrastructure. Who can deploy code to the live server? How does it really get there? I bet it goes through some kind of code hosting system, such as GitHub. Draw in those arrows.
But wait!
The code that’s on your development machine isn’t the same as the live code. This is where we introduce the concept of a branch in version control. In Git, a repository contains all of the code (sort of). A branch is a fragment of the code that has been worked on in isolation to the other branches within a repository. Often branches will have elements in common. When we compare two (or more) branches, we are asking about the difference (or diff) between these two slivers. Often the master branch is used on production, and the development branch is used on our dev server. The difference between these two branches is the untested code that is not yet deployed.
On your diagram, see if you can colour-code according to the branch names at each of the locations within your infrastructure. You might find it useful to make a few different copies of the diagram to isolate each of the tasks you need to perform. For example: our team has a peer review process that each branch must go through before it is merged into the shared development branch.
Finally, we are ready to add the Git commands necessary to make sense of the arrows in our diagram. If we are bringing code to our own workstation we will issue one of the following commands: clone (the first time we bring code to our workstation) or pull. Remembering that a repository contains all branches, we will issue the command checkout to switch from one branch to another within our own workstation. If we want to share a particular branch with one of our team mates, we will push this branch back to the place we retrieved it from (the origin). Along each of the arrows in your diagram, write the name of the command you are are going to use when you perform that particular task.
From here, it’s up to you to be selfish. Before asking Git what command it would like you to use, sketch the diagram of what you want. Git is your tool, you are not Git’s tool. Draw the diagram. Communicate your tasks with your team as explicitly as you can. Insist on being a selfish adult learner — demand that others explain to you, in ways that are relevant to you, how to do the things you need to do today. |
2013 |
Emma Jane Westby |
emmajanewestby |
2013-12-04T00:00:00+00:00 |
https://24ways.org/2013/git-for-grownups/ |
code |
| 16 |
URL Rewriting for the Fearful |
I think it was Marilyn Monroe who said, “If you can’t handle me at my worst, please just fix these rewrite rules, I’m getting an internal server error.” Even the blonde bombshell hated configuring URL rewrites on her website, and I think most of us know where she was coming from.
The majority of website projects I work on require some amount of URL rewriting, and I find it mildly enjoyable — I quite like a good rewrite rule. I suspect you may not share my glee, so in this article we’re going to go back to basics to try to make the whole rigmarole more understandable.
When we think about URL rewriting, usually that means adding some rules to an .htaccess file for an Apache web server. As that’s the most common case, that’s what I’ll be sticking to here. If you work with a different server, there’s often documentation specifically for translating from Apache’s mod_rewrite rules. I even found an automatic converter for nginx.
This isn’t going to be a comprehensive guide to every URL rewriting problem you might ever have. That would take us until Christmas. If you consider yourself a trial-and-error dabbler in the HTTP 500-infested waters of URL rewriting, then hopefully this will provide a little bit more of a basis to help you figure out what you’re doing. If you’ve ever found yourself staring at the white screen of death after screwing up your .htaccess file, don’t worry. As Michael Jackson once insipidly whined, you are not alone.
The basics
Rewrite rules form part of the Apache web server’s configuration for a website, and can be placed in a number of different locations as part of your virtual host configuration. By far the simplest and most portable option is to use an .htaccess file in your website root. Provided your server has mod_rewrite available, all you need to do to kick things off in your .htaccess file is:
RewriteEngine on
The general formula for a rewrite rule is:
RewriteRule URL/to/match URL/to/use/if/it/matches [options]
When we talk about URL rewriting, we’re normally talking about one of two things: redirecting the browser to a different URL; or rewriting the URL internally to use a particular file. We’ll look at those in turn.
Redirects
Redirects match an incoming URL, and then redirect the user’s browser to a different address. These can be useful for maintaining legacy URLs if content changes location as part of a site redesign. Redirecting the old URL to the new location makes sure that any incoming links, such as those from search engines, continue to work.
In 1998, Sir Tim Berners-Lee wrote that Cool URIs don’t change, encouraging us all to go the extra mile to make sure links keep working forever. I think that sometimes it’s fine to move things around — especially to correct bad URL design choices of the past — provided that you can do so while keeping those old URLs working. That’s where redirects can help.
A redirect might look like this
RewriteRule ^article/used/to/be/here.php$ /article/now/lives/here/ [R=301,L]
Rewriting
By default, web servers closely map page URLs to the files in your site. On receiving a request for http://example.com/about/history.html the server goes to the configured folder for the example.com website, and then goes into the about folder and returns the history.html file.
A rewrite rule changes that process by breaking the direct relationship between the URL and the file system. “When there’s a request for /about/history.html” a rewrite rule might say, “use the file /about_section.php instead.”
This opens up lots of possibilities for creative ways to map URLs to the files that know how to serve up the page. Most MVC frameworks will have a single rule to rewrite all page URLs to one single file. That file will be a script which kicks off the framework to figure out what to do to serve the page.
RewriteRule ^for/this/url/$ /use/this/file.php [L]
Matching patterns
By now you’ll have noted the weird ^ and $ characters wrapped around the URL we’re trying to match. That’s because what we’re actually using here is a pattern. Technically, it is what’s called a Perl Compatible Regular Expression (PCRE) or simply a regex or regexp. We’ll call it a pattern because we’re not animals.
What are these patterns? If I asked you to enter your credit card expiry date as MM/YY then chances are you’d wonder what I wanted your credit card details for, but you’d know that I wanted a two-digit month, a slash, and a two-digit year. That’s not a regular expression, but it’s the same idea: using some placeholder characters to define the pattern of the input you’re trying to match.
We’ve already met two regexp characters.
^
Matches the beginning of a string
$
Matches the end of a string
When a pattern starts with ^ and ends with $ it’s to make sure we match the complete URL start to finish, not just part of it. There are lots of other ways to match, too:
[0-9]
Matches a number, 0–9. [2-4] would match numbers 2 to 4 inclusive.
[a-z]
Matches lowercase letters a–z
[A-Z]
Matches uppercase letters A–Z
[a-z0-9]
Combining some of these, this matches letters a–z and numbers 0–9
These are what we call character groups. The square brackets basically tell the server to match from the selection of characters within them. You can put any specific characters you’re looking for within the brackets, as well as the ranges shown above.
However, all these just match one single character. [0-9] would match 8 but not 84 — to match 84 we’d need to use [0-9] twice.
[0-9][0-9]
So, if we wanted to match 1984 we could to do this:
[0-9][0-9][0-9][0-9]
…but that’s getting silly. Instead, we can do this:
[0-9]{4}
That means any character between 0 and 9, four times. If we wanted to match a number, but didn’t know how long it might be (for example, a database ID in the URL) we could use the + symbol, which means one or more.
[0-9]+
This now matches 1, 123 and 1234567.
Putting it into practice
Let’s say we need to write a rule to match article URLs for this website, and to rewrite them to use /article.php under the hood. The articles all have URLs like this:
2013/article-title/
They start with a year (from 2005 up to 2013, currently), a slash, and then have a URL-safe version of the article title (a slug), ending in a slash. We’d match it like this:
^[0-9]{4}/[a-z0-9-]+/$
If that looks frightening, don’t worry. Breaking it down, from the start of the URL (^) we’re looking for four numbers ([0-9]{4}). Then a slash — that’s just literal — and then anything lowercase a–z or 0–9 or a dash ([a-z0-9-]) one or more times (+), ending in a slash (/$).
Putting that into a rewrite rule, we end up with this:
RewriteRule ^[0-9]{4}/[a-z0-9-]+/$ /article.php
We’re getting close now. We can match the article URLs and rewrite them to use article.php. Now we just need to make sure that article.php knows which article it’s supposed to display.
Capturing groups, and replacements
When rewriting URLs you’ll often want to take important parts of the URL you’re matching and pass them along to the script that handles the request. That’s usually done by adding those parts of the URL on as query string arguments. For our example, we want to make sure that article.php knows the year and the article title we’re looking for. That means we need to call it like this:
/article.php?year=2013&slug=article-title
To do this, we need to mark which parts of the pattern we want to reuse in the destination. We do this with round brackets or parentheses. By placing parentheses around parts of the pattern we want to reuse, we create what’s called a capturing group. To capture an important part of the source URL to use in the destination, surround it in parentheses.
Our pattern now looks like this, with parentheses around the parts that match the year and slug, but ignoring the slashes:
^([0-9]{4})/([a-z0-9-]+)/$
To use the capturing groups in the destination URL, we use the dollar sign and the number of the group we want to use. So, the first capturing group is $1, the second is $2 and so on. (The $ is unrelated to the end-of-pattern $ we used before.)
RewriteRule ^([0-9]{4})/([a-z0-9-]+)/$ /article.php?year=$1&slug=$2
The value of the year capturing group gets used as $1 and the article title slug is $2. Had there been a third group, that would be $3 and so on. In regexp parlance, these are called back-references as they refer back to the pattern.
Options
Several brain-taxing minutes ago, I mentioned some options as the final part of a rewrite rule. There are lots of options (or flags) you can set to change how the rule is processed. The most useful (to my mind) are:
R=301
Perform an HTTP 301 redirect to send the user’s browser to the new URL. A status of 301 means a resource has moved permanently and so it’s a good way of both redirecting the user to the new URL, and letting search engines know to update their indexes.
L
Last. If this rule matches, don’t bother processing the following rules.
Options are set in square brackets at the end of the rule. You can set multiple options by separating them with commas:
RewriteRule ^([0-9]{4})/([a-z0-9-]+)/$ /article.php?year=$1&slug=$2 [L]
or
RewriteRule ^about/([a-z0-9-]+).jsp/$ /about/$1/ [R=301,L]
Common pitfalls
Once you’ve built up a few rewrite rules, things can start to go wrong. You may have been there: a rule which looks perfectly good is somehow not matching. One common reason for this is hidden behind that [L] flag.
L for Last is a useful option to tell the rewrite engine to stop once the rule has been matched. This is what it does — the remaining rules in the .htaccess file are then ignored. However, once a URL has been rewritten, the entire set of rules are then run again on the new URL. If the new URL matches any of the rules, that too will be rewritten and on it goes.
One way to avoid this problem is to keep your ‘real’ pages under a folder path that will never match one of your rules, or that you can exclude from the rewrite rules.
Useful snippets
I find myself reusing the same few rules over and over again, just with minor changes. Here are some useful examples to refer back to.
Excluding a directory
As mentioned above, if you’re rewriting lots of fancy URLs to a collection of real files it can be helpful to put those files in a folder and exclude it from rewrite rules. This helps solve the issue of rewrite rules reapplying to your newly rewritten URL. To exclude a directory, put a rule like this at the top of your file, before your other rules. Our files are in a folder called _source, the dash in the rule means do nothing, and the L flag means the following rules won’t be applied.
RewriteRule ^_source - [L]
This is also useful for excluding things like CMS folders from your website’s rewrite rules
RewriteRule ^perch - [L]
Adding or removing www from the domain
Some folk like to use a www and others don’t. Usually, it’s best to pick one and go with it, and redirect the one you don’t want. On this site, we don’t use www.24ways.org so we redirect those requests to 24ways.org.
This uses a RewriteCond which is like an if for a rewrite rule: “If this condition matches, then apply the following rule.” In this case, it’s if the HTTP HOST (or domain name, basically) matches this pattern, then redirect everything:
RewriteCond %{HTTP_HOST} ^www.24ways.org$ [NC]
RewriteRule ^(.*)$ http://24ways.org/$1 [R=301,L]
The [NC] flag means ‘no case’ — the match is case-insensitive. The dots in the domain are escaped with a backslash, as a dot is a regular expression character which means match anything, so we escape it because we literally mean a dot in this instance.
Removing file extensions
Sometimes all you need to do to tidy up a URL is strip off the technology-specific file extension, so that /about/history.php becomes /about/history. This is easily achieved with the help of some more rewrite conditions.
RewriteCond %{REQUEST_FILENAME} !-f
RewriteCond %{REQUEST_FILENAME} !-d
RewriteCond %{REQUEST_FILENAME}.php -f
RewriteRule ^(.+)$ $1.php [L,QSA]
This says if the file being asked for isn’t a file (!-f) and if it isn’t a directory (!-d) and if the file name plus .php is an actual file (-f) then rewrite by adding .php on the end. The QSA flag means ‘query string append’: append the existing query string onto the rewritten URL.
It’s these sorts of more generic catch-all rules that you need to watch out for when your .htaccess gets rerun after a successful match. Without care they can easily rematch the newly rewritten URL.
Logging for when it all goes wrong
Although not possible within your .htaccess file, if you have access to your Apache configuration files you can enable rewrite logging. This can be useful to track down where a rule is going wrong, if it’s matching incorrectly or failing to match. It also gives you an overview of the amount of work being done by the rewrite engine, enabling you to rearrange your rules and maximise performance.
RewriteEngine On
RewriteLog "/full/system/path/to/rewrite.log"
RewriteLogLevel 5
To be doubly clear: this will not work from an .htaccess file — it needs to be added to the main Apache configuration files. (I sometimes work using MAMP PRO locally on my Mac, and this can be pasted into the snappily named Customized virtual host general settings box in the Advanced tab for your site.)
The white screen of death
One of the most frustrating things when working with rewrite rules is that when you make a mistake it can result in the server returning an HTTP 500 Internal Server Error. This in itself isn’t an error message, of course. It’s more of a notification that an error has occurred. The real error message can usually be found in your Apache error log.
If you have access to your server logs, check the Apache error log and you’ll usually find a much more descriptive error message, pointing you towards your mistake. (Again, if using MAMP PRO, go to Server, Apache and the View Log button.)
In conclusion
Rewriting URLs can be a bear, but the advantages are clear. Keeping a tidy URL structure, disconnected from the technology or file structure of your site can result in URLs that are easier to use and easier to maintain into the future.
If you’re redesigning a site, remember that cool URIs don’t change, so budget some time to make sure that any content you move has a rewrite rule associated with it to keep any links working.
Further reading
To find out more about URL rewriting and perhaps even learn more about regular expressions, I can recommend the following resources.
From the horse’s mouth, the Apache mod_rewrite documentation
Particularly useful with that documentation is the RewriteRule Flags listing
You may wish to don sunglasses to follow the otherwise comprehensive Regular-Expressions.info tutorial
Friend of 24 ways, Neil Crosby has a mod_rewrite Beginner’s Guide which I’ve found handy over the years.
As noted at the start, this isn’t a fully comprehensive guide, but I hope it’s useful in finding your feet with a powerful but sometimes annoying technology. Do you have useful snippets you often use on projects? Feel free to share them in the comments. |
2013 |
Drew McLellan |
drewmclellan |
2013-12-01T00:00:00+00:00 |
https://24ways.org/2013/url-rewriting-for-the-fearful/ |
code |
| 17 |
Bringing Design and Research Closer Together |
The ‘should designers be able to code’ debate has raged for some time, but I’m interested in another debate: should designers be able to research?
Are you a designer who can do research? Good research and the insights you uncover inspire fresh ways of thinking and get your creative juices flowing. Good research brings clarity to a woolly brief. Audience insight helps sharpen your focus on what’s really important. Experimentation through research and design brings a sense of playfulness and curiosity to your work. Good research helps you do good design.
Being a web designer today is pretty tough, particularly if you’re a freelancer and work on your own. There are so many new ideas, approaches to workflow and trends and tools to keep up with. How do you decide which things to do and which to ignore? A modern web designer needs to be able to consider the needs of the audience, design appropriate IAs and layouts, choose colour palettes, pick appropriate typefaces and type layouts, wrangle with content, style, code, dabble in SEO, and the list goes on and on. Not only that, but today’s web designer also has to keep up with the latest talking points in the industry: responsive design, Agile, accessibility, Sass, Git, lean UX, content first, mobile first, blah blah blah. Any good web designer doesn’t need to be persuaded about the merits of including research in their toolkit, but do you really have time to include research too?
Who is responsible for research?
Generally, research in the web industry forms part of other disciplines and isn’t so much a discipline in its own right. It’s very often thought of as part of UX, or activities that make up a process such as IA or content strategy. Research is often undertaken by UX designers, information architects or content strategists and isn’t something designers or developers get that involved in. Some people lump all of these activities together and label it design research and have design researchers to do it. Some companies, such as the one I run with my husband Mark, are lucky enough to have someone with specialist research knowledge (yup, that would be me folks) who can lead all or most of the research work undertaken by the company. See also Mule Design, GOV.UK, the BBC, Mailchimp, Facebook and Twitter.
What if you’re not lucky enough to have your own researcher or team of researchers? Often research is the kind of thing that’s nice to have, or it can be cut from scope when doing the budget dance with a client. It often forms part of the discovery phase of a project and sometimes just becomes a tick-box exercise. But research isn’t just user testing and it shouldn’t just live in a report on Basecamp that no one reads. I would argue that research and experimentation is a way of working or an approach to how you design. Research can be used during the whole design process and must be a vital part of a designer’s workflow on every project. Even if you work in a small studio, you can still create a culture of audience insight. Even if you work on your own, you can still absorb yourself in as much audience data as you can throughout the project life cycle. Here’s how.
Research is everyone’s job
There is a subtle difference between writing a research report and delivering it to a client, and them actually using it and applying the insights to their thought process. In my experience of working in the audiences team at the BBC, research was most effective when the role was embedded in the production team and insights were used as part of the editorial process.
In this section I’ll talk through some common problems you might encounter in a typical project life cycle and show you ways you can use research to help you. For the sake of this article, let’s imagine that we’re talking about a particular project here and not ongoing product development. The same principles can of course be applied then, but even if you work in-house rather than on the agency side, you’re probably used to working on distinct projects or phases of work.
1. Problem: I want to come up with a new product idea.
Solution: Inspiration through insights.
Before you begin a new project, a good way of quickly absorbing all the existing knowledge that there maybe about a theme, product type or website is to literally surround yourself with it. This is especially relevant for new ideas or product development. Create an incident room if you can: fill the walls of your meeting room, the walls near your desk, or even just use a pinboard or online pinboard if space is tight or you’re working with a dispersed team. The same process can be used throughout a project’s or product life cycle — read about how MailChimp has applied this idea.
Let’s take a new product idea as an example. Say you wanted to develop a responsive tool for web designers but you weren’t sure what aspect of responsive design to focus on. First of all, you should pose a hypothesis or problem statement to gather ideas around. For example: “How to speed up a designer’s responsive workflow.” You would then need to gather insights around this topic. You could run some interviews with freelance designers about how they work responsively. You could shadow a development team for the day to understand their processes. You could observe conversations on Twitter or IRC or wherever your target audience interact to see what people talk about. You could search out industry data and articles currently available.
The next stage is to comb through this data and extract insights from it. You can use good old Post-it notes and a sharpie: capture one insight or thought per Post-it. If one insight leads into another, use two Post-its. The objective is volume. Try to ensure clarity in each Post-it so you don’t have to go back and reference material again (maybe you could use a key if you think it’ll get confusing).
After this, stick them all up and synthesise the same way you would for any kind of cluster or affinity sort. Organise into broad themes. These themes then become springboards for further exploration and idea generation. You might see a gap or opportunity in one particular area, both from a workflow perspective but also from a business perspective. Bingo. Your insights then become the fuel for ideas generation.
This method doesn’t just have to be used for new products — it works particularly well in a discovery phase for new projects or for new features in an existing product. We’re doing something similar for our own responsive tool, Gridset at the moment.
Resources:
Sticky Wisdom by Dave Allan, Matt Kingdon, Kris Murrin, Daz Rudkin
The Science of Serendipity by Matt Kingdon
The Art of Innovation by Tom Kelley
2. Problem: You’re starting a new project and need to know the basics before you get headlong into designing or building.
Solution: Quantitative survey.
Common questions might be:
Who are the users?
How many are there?
What are they like?
Why do they use the site?
What do they need from the site?
What are their goals?
Print out and stick up what you already know and have in your project space or ‘incident room’: any reports you have found or been given, analytics graphs, personas, pen portraits, as well as screengrabs of the current website, product or branding. Spend time looking through it all and identify the gaps.
If you have very little existing audience data, a quick and easy way to get some baseline information is to run a quick user survey on a current website. You can establish basic demographic information, appreciation and views of the website as it stands, as well as delve a little deeper into needs and wants. This is also vital if you want some kind of trackable measures to go back to once you have designed and built your shiny new website for your client — read more in my article for 24 ways last year.)
We use surveys a lot at Mark Boulton Design for our client work. Here’s a screen grab of one we ran in March on http://info.cern.ch before we redesigned the site and did the work on the First Website Project. We repeated the survey after the new website went live and were able to compare the results. Both surveys were a great source of insight to the project team as well as for the project stakeholders who needed to pitch the idea of the hack days and fundraise for them.
Once you’ve run your survey, you should always write up a short summary for yourself and your client to refer to. If you’re not a trained researcher, you should try to read up on analysis techniques or data visualisation. It can be easy to misinterpret data and make it bend to the story you are trying to tell. You should be looking for the story in the data and present it without bias.
If you’re using the ‘incident room’ method I mentioned earlier on, you can also extract the insights onto post it notes and add them to your growing body of knowledge.
Resources:
Using Questionnaires for Design Research by Emma Boulton
Data-driven Design with an Annual Survey by Aarron Walter
Research Methods for Product Design by Alex Milton and Paul Rodgers
A Practical Guide to Designing with Data by Brian Suda
3. Problem: You have a prototype of a new design and you need some feedback from real users.
Solution: User interviews and task based testing.
Interviewing is a staple research method that every designer should master as it can be used throughout a project life cycle. Erika Hall recently wrote a great article on the basics for A List Apart. From stakeholder interviews in a discovery phase, to initial user research, right through to task based testing and iteration, interviews can be enormously helpful. They are very time-consuming, however, and although speaking to someone is better than speaking to no one, it’s always better to plan to do a few interviews at once, rather than one or two. I generally find that patterns only start to emerge after I’ve spoken to 4 or 5 people. Interviews are another thing we do a lot of at Mark Boulton Design. Most of the interviews we do are remote due to the location of our clients and their users.
Rigour is an important consideration in all research activities and especially if you’re a non-researcher. Interviews particularly can be easily skewed by an inexperienced facilitator, which is why pairing can be a good approach. Building rapport, questioning, time keeping, note taking and thinking on your feet can be difficult to do all at once, so having a colleague take notes while you concentrate on leading the conversation can work really well. It’s important for the note taker to sit in on more than one interview so that they get a more rounded view of the feedback. The same person should also be involved in the analysis of the data.
Interviews can be analysed and written up in a report or summary as with other types of research. I often use the same kind of collaborative process detailed earlier for deciding on themes, particularly if multiple members of the team have been involved in interviewing.
Interviews are particularly useful for our incident room and can provide much colour and insight to an exploratory process. I often find verbatim quotes to be the most insightful type of data. You might find that an inexperienced researcher (or designer who is used to solving problems) will jump to interpretation too soon and forget to just listen to what the interviewee is saying. Capturing the exact form of words a person uses can help get away from this.
Resources:
Interviewing Humans by Erika Hall
A Pocket Guide to Interviewing for Research by Andrew Travers
Interviewing Users by Steve Portigal
4. Problem: How successful have I been with this new design?
Solution: Key performance indicators
Once your new design has been realised, it’s important to evaluate it. What works, what doesn’t work so well? As well as a straightforward design crit, don’t forget to introduce audience insights into a review meeting or project wash up.
Work out what your KPIs — your key performance indicators — will be beforehand and then you can start to track them over time. For example, number of visits, appreciation of the site, willingness to recommend the site to a friend, number of sales, and number of conversions are all sensible measures to track. Interviews can again be helpful but cold, hard numbers are often better here. Read Corey Vilhauer’s take on this on A List Apart.
Consistency is key here. If you have looked at your analytics and done a survey beforehand, you will have a baseline to start from. Don’t keep changing your measures and questions, or your data will not be comparable. Pick a few key questions or a set of measures, create a survey and then run it once a month, once a quarter, every six months or annually. You’ll start to see changes over time as the design beds in. You may see seasonal trends and spot patterns in the data related to other activities like marketing, promotion and so on. Keeping a record of all of this will increase your understanding of your audience. We’ve created a satisfaction survey for Gridset with a number of measures that we track on an ongoing basis. MailChimp has also created an annual survey with the aim of tracking their audience measures over time
Resources:
Search Analytics by Louis Rosenfeld
A Primer on A/B Testing by Lara Swanson
Lean UX by Jeff Gothelf
Anyone can do research
Research can be brought into the project life cycle at any stage. And of course, anyone can do research — you don’t need to be a researcher. Some of the main skills most designers possess are also key research skills: inquisitive nature, problem solving, playfulness, empathy, and so on.
We have a small team at Mark Boulton Design. Most of the team are designers and the rest of us focus on supporting the team and clients both in terms of billable work (research, content strategy, project management) as well as the non-billable things like finance and studio management.
Despite my best intentions, in the past I’ve undertaken research for clients in isolation — first being briefed by the design lead, carrying out the research and then delivering the findings back, trusting the design team to take the findings on board. This was often due to time and availability of resources.
We’ve been trying hard to join up our processes and collaborate even more across the team. Undertaking heuristic or design reviews collaboratively; taking part in frequent critiques of our work and the work of others together; pairing a researcher and a designer to run interviews; workshopping results from interviews to come up with recommendations; working closely together on questionnaire design; shadowing each other on tasks that don’t fall within our core skills. A little thing like moving our desks around has also helped us have more conversations that we can all be a part of.
I’ve come to the conclusion that my role as the research director at Mark Boulton Design is actually a facilitator of research. As well as carrying out research, I am responsible for ensuring that research happens consistently across the team. I am responsible for empowering and training our designers so they feel confident in carrying out their own user, audience or design research for clients. So they know what to look for, when to listen, when to probe and when to take note of something. So they know how to look for themes, how to synthesise insights from research and how to apply them to their work.
Better research leads to better design
So, are you a designer who can do research? Are you a researcher who can design? The best designers are a lucky combination of researcher and designer. If you’re not one of those, look at ways of enhancing the skills you lack. Because there’s no doubt in my mind, that becoming a better researcher will make you a better designer.
General resources:
Seeing the Elephant by Louis Rosenfeld
Connected UX by Aarron Walter
Beyond Usability Testing by Devan Goldstein
Just Enough Research by Erika Hall
The User Experience Team of One by Leah Buley
Undercover User Experience Design by Cennydd Bowles and James Box
A Pocket Guide to Psychology for Designers by Joe Leech
A Pocket Guide to International User Research by Chui Chui Tan
Remote Research by Nate Bolt and Tony Tulathimutte
A Pocket Guide to Experiments for Designers by Colin McFarland |
2013 |
Emma Boulton |
emmaboulton |
2013-12-22T00:00:00+00:00 |
https://24ways.org/2013/bringing-design-and-research-closer-together/ |
ux |
| 18 |
Grunt for People Who Think Things Like Grunt are Weird and Hard |
Front-end developers are often told to do certain things:
Work in as small chunks of CSS and JavaScript as makes sense to you, then concatenate them together for the production website.
Compress your CSS and minify your JavaScript to make their file sizes as small as possible for your production website.
Optimize your images to reduce their file size without affecting quality.
Use Sass for CSS authoring because of all the useful abstraction it allows.
That’s not a comprehensive list of course, but those are the kind of things we need to do. You might call them tasks.
I bet you’ve heard of Grunt. Well, Grunt is a task runner. Grunt can do all of those things for you. Once you’ve got it set up, which isn’t particularly difficult, those things can happen automatically without you having to think about them again.
But let’s face it: Grunt is one of those fancy newfangled things that all the cool kids seem to be using but at first glance feels strange and intimidating. I hear you. This article is for you.
Let’s nip some misconceptions in the bud right away
Perhaps you’ve heard of Grunt, but haven’t done anything with it. I’m sure that applies to many of you. Maybe one of the following hang-ups applies to you.
I don’t need the things Grunt does
You probably do, actually. Check out that list up top. Those things aren’t nice-to-haves. They are pretty vital parts of website development these days. If you already do all of them, that’s awesome. Perhaps you use a variety of different tools to accomplish them. Grunt can help bring them under one roof, so to speak. If you don’t already do all of them, you probably should and Grunt can help. Then, once you are doing those, you can keep using Grunt to do more for you, which will basically make you better at doing your job.
Grunt runs on Node.js — I don’t know Node
You don’t have to know Node. Just like you don’t have to know Ruby to use Sass. Or PHP to use WordPress. Or C++ to use Microsoft Word.
I have other ways to do the things Grunt could do for me
Are they all organized in one place, configured to run automatically when needed, and shared among every single person working on that project? Unlikely, I’d venture.
Grunt is a command line tool — I’m just a designer
I’m a designer too. I prefer native apps with graphical interfaces when I can get them. But I don’t think that’s going to happen with Grunt1.
The extent to which you need to use the command line is:
Navigate to your project’s directory.
Type grunt and press Return.
After set-up, that is, which again isn’t particularly difficult.
OK. Let’s get Grunt installed
Node is indeed a prerequisite for Grunt. If you don’t have Node installed, don’t worry, it’s very easy. You literally download an installer and run it. Click the big Install button on the Node website.
You install Grunt on a per-project basis. Go to your project’s folder. It needs a file there named package.json at the root level. You can just create one and put it there.
package.json at root
The contents of that file should be this:
{
"name": "example-project",
"version": "0.1.0",
"devDependencies": {
"grunt": "~0.4.1"
}
}
Feel free to change the name of the project and the version, but the devDependencies thing needs to be in there just like that.
This is how Node does dependencies. Node has a package manager called NPM (Node packaged modules) for managing Node dependencies (like a gem for Ruby if you’re familiar with that). You could even think of it a bit like a plug-in for WordPress.
Once that package.json file is in place, go to the terminal and navigate to your folder. Terminal rubes like me do it like this:
Terminal rube changing directories
Then run the command:
npm install
After you’ve run that command, a new folder called node_modules will show up in your project.
Example of node_modules folder
The other files you see there, README.md and LICENSE are there because I’m going to put this project on GitHub and that’s just standard fare there.
The last installation step is to install the Grunt CLI (command line interface). That’s what makes the grunt command in the terminal work. Without it, typing grunt will net you a “Command Not Found”-style error. It is a separate installation for efficiency reasons. Otherwise, if you had ten projects you’d have ten copies of Grunt CLI.
This is a one-liner again. Just run this command in the terminal:
npm install -g grunt-cli
You should close and reopen the terminal as well. That’s a generic good practice to make sure things are working right. Kinda like restarting your computer after you install a new application was in the olden days.
Let’s make Grunt concatenate some files
Perhaps in our project there are three separate JavaScript files:
jquery.js – The library we are using.
carousel.js – A jQuery plug-in we are using.
global.js – Our authored JavaScript file where we configure and call the plug-in.
In production, we would concatenate all those files together for performance reasons (one request is better than three). We need to tell Grunt to do this for us.
But wait. Grunt actually doesn’t do anything all by itself. Remember Grunt is a task runner. The tasks themselves we will need to add. We actually haven’t set up Grunt to do anything yet, so let’s do that.
The official Grunt plug-in for concatenating files is grunt-contrib-concat. You can read about it on GitHub if you want, but all you have to do to use it on your project is to run this command from the terminal (it will henceforth go without saying that you need to run the given commands from your project’s root folder):
npm install grunt-contrib-concat --save-dev
A neat thing about doing it this way: your package.json file will automatically be updated to include this new dependency. Open it up and check it out. You’ll see a new line:
"grunt-contrib-concat": "~0.3.0"
Now we’re ready to use it. To use it we need to start configuring Grunt and telling it what to do.
You tell Grunt what to do via a configuration file named Gruntfile.js2
Just like our package.json file, our Gruntfile.js has a very special format that must be just right. I wouldn’t worry about what every word of this means. Just check out the format:
module.exports = function(grunt) {
// 1. All configuration goes here
grunt.initConfig({
pkg: grunt.file.readJSON('package.json'),
concat: {
// 2. Configuration for concatinating files goes here.
}
});
// 3. Where we tell Grunt we plan to use this plug-in.
grunt.loadNpmTasks('grunt-contrib-concat');
// 4. Where we tell Grunt what to do when we type "grunt" into the terminal.
grunt.registerTask('default', ['concat']);
};
Now we need to create that configuration. The documentation can be overwhelming. Let’s focus just on the very simple usage example.
Remember, we have three JavaScript files we’re trying to concatenate. We’ll list file paths to them under src in an array of file paths (as quoted strings) and then we’ll list a destination file as dest. The destination file doesn’t have to exist yet. It will be created when this task runs and squishes all the files together.
Both our jquery.js and carousel.js files are libraries. We most likely won’t be touching them. So, for organization, we’ll keep them in a /js/libs/ folder. Our global.js file is where we write our own code, so that will be right in the /js/ folder. Now let’s tell Grunt to find all those files and squish them together into a single file named production.js, named that way to indicate it is for use on our real live website.
concat: {
dist: {
src: [
'js/libs/*.js', // All JS in the libs folder
'js/global.js' // This specific file
],
dest: 'js/build/production.js',
}
}
Note: throughout this article there will be little chunks of configuration code like above. The intention is to focus in on the important bits, but it can be confusing at first to see how a particular chunk fits into the larger file. If you ever get confused and need more context, refer to the complete file.
With that concat configuration in place, head over to the terminal, run the command:
grunt
and watch it happen! production.js will be created and will be a perfect concatenation of our three files. This was a big aha! moment for me. Feel the power course through your veins. Let’s do more things!
Let’s make Grunt minify that JavaScript
We have so much prep work done now, adding new tasks for Grunt to run is relatively easy. We just need to:
Find a Grunt plug-in to do what we want
Learn the configuration style of that plug-in
Write that configuration to work with our project
The official plug-in for minifying code is grunt-contrib-uglify. Just like we did last time, we just run an NPM command to install it:
npm install grunt-contrib-uglify --save-dev
Then we alter our Gruntfile.js to load the plug-in:
grunt.loadNpmTasks('grunt-contrib-uglify');
Then we configure it:
uglify: {
build: {
src: 'js/build/production.js',
dest: 'js/build/production.min.js'
}
}
Let’s update that default task to also run minification:
grunt.registerTask('default', ['concat', 'uglify']);
Super-similar to the concatenation set-up, right?
Run grunt at the terminal and you’ll get some deliciously minified JavaScript:
Minified JavaScript
That production.min.js file is what we would load up for use in our index.html file.
Let’s make Grunt optimize our images
We’ve got this down pat now. Let’s just go through the motions. The official image minification plug-in for Grunt is grunt-contrib-imagemin. Install it:
npm install grunt-contrib-imagemin --save-dev
Register it in the Gruntfile.js:
grunt.loadNpmTasks('grunt-contrib-imagemin');
Configure it:
imagemin: {
dynamic: {
files: [{
expand: true,
cwd: 'images/',
src: ['**/*.{png,jpg,gif}'],
dest: 'images/build/'
}]
}
}
Make sure it runs:
grunt.registerTask('default', ['concat', 'uglify', 'imagemin']);
Run grunt and watch that gorgeous squishification happen:
Squished images
Gotta love performance increases for nearly zero effort.
Let’s get a little bit smarter and automate
What we’ve done so far is awesome and incredibly useful. But there are a couple of things we can get smarter on and make things easier on ourselves, as well as Grunt:
Run these tasks automatically when they should
Run only the tasks needed at the time
For instance:
Concatenate and minify JavaScript when JavaScript changes
Optimize images when a new image is added or an existing one changes
We can do this by watching files. We can tell Grunt to keep an eye out for changes to specific places and, when changes happen in those places, run specific tasks. Watching happens through the official grunt-contrib-watch plugin.
I’ll let you install it. It is exactly the same process as the last few plug-ins we installed. We configure it by giving watch specific files (or folders, or both) to watch. By watch, I mean monitor for file changes, file deletions or file additions. Then we tell it what tasks we want to run when it detects a change.
We want to run our concatenation and minification when anything in the /js/ folder changes. When it does, we should run the JavaScript-related tasks. And when things happen elsewhere, we should not run the JavaScript-related tasks, because that would be irrelevant. So:
watch: {
scripts: {
files: ['js/*.js'],
tasks: ['concat', 'uglify'],
options: {
spawn: false,
},
}
}
Feels pretty comfortable at this point, hey? The only weird bit there is the spawn thing. And you know what? I don’t even really know what that does. From what I understand from the documentation it is the smart default. That’s real-world development. Just leave it alone if it’s working and if it’s not, learn more.
Note: Isn’t it frustrating when something that looks so easy in a tutorial doesn’t seem to work for you? If you can’t get Grunt to run after making a change, it’s very likely to be a syntax error in your Gruntfile.js. That might look like this in the terminal:
Errors running Grunt
Usually Grunt is pretty good about letting you know what happened, so be sure to read the error message. In this case, a syntax error in the form of a missing comma foiled me. Adding the comma allowed it to run.
Let’s make Grunt do our preprocessing
The last thing on our list from the top of the article is using Sass — yet another task Grunt is well-suited to run for us. But wait? Isn’t Sass technically in Ruby? Indeed it is. There is a version of Sass that will run in Node and thus not add an additional dependency to our project, but it’s not quite up-to-snuff with the main Ruby project. So, we’ll use the official grunt-contrib-sass plug-in which just assumes you have Sass installed on your machine. If you don’t, follow the command line instructions.
What’s neat about Sass is that it can do concatenation and minification all by itself. So for our little project we can just have it compile our main global.scss file:
sass: {
dist: {
options: {
style: 'compressed'
},
files: {
'css/build/global.css': 'css/global.scss'
}
}
}
We wouldn’t want to manually run this task. We already have the watch plug-in installed, so let’s use it! Within the watch configuration, we’ll add another subtask:
css: {
files: ['css/*.scss'],
tasks: ['sass'],
options: {
spawn: false,
}
}
That’ll do it. Now, every time we change any of our Sass files, the CSS will automaticaly be updated.
Let’s take this one step further (it’s absolutely worth it) and add LiveReload. With LiveReload, you won’t have to go back to your browser and refresh the page. Page refreshes happen automatically and in the case of CSS, new styles are injected without a page refresh (handy for heavily state-based websites).
It’s very easy to set up, since the LiveReload ability is built into the watch plug-in. We just need to:
Install the browser plug-in
Add to the top of the watch configuration:
. watch: {
options: {
livereload: true,
},
scripts: {
/* etc */
Restart the browser and click the LiveReload icon to activate it.
Update some Sass and watch it change the page automatically.
Live reloading browser
Yum.
Prefer a video?
If you’re the type that likes to learn by watching, I’ve made a screencast to accompany this article that I’ve published over on CSS-Tricks: First Moments with Grunt
Leveling up
As you might imagine, there is a lot of leveling up you can do with your build process. It surely could be a full time job in some organizations.
Some hardcore devops nerds might scoff at the simplistic setup we have going here. But I’d advise them to slow their roll. Even what we have done so far is tremendously valuable. And don’t forget this is all free and open source, which is amazing.
You might level up by adding more useful tasks:
Running your CSS through Autoprefixer (A+ Would recommend) instead of a preprocessor add-ons.
Writing and running JavaScript unit tests (example: Jasmine).
Build your image sprites and SVG icons automatically (example: Grunticon).
Start a server, so you can link to assets with proper file paths and use services that require a real URL like TypeKit and such, as well as remove the need for other tools that do this, like MAMP.
Check for code problems with HTML-Inspector, CSS Lint, or JS Hint.
Have new CSS be automatically injected into the browser when it ever changes.
Help you commit or push to a version control repository like GitHub.
Add version numbers to your assets (cache busting).
Help you deploy to a staging or production environment (example: DPLOY).
You might level up by simply understanding more about Grunt itself:
Read Grunt Boilerplate by Mark McDonnell.
Read Grunt Tips and Tricks by Nicolas Bevacqua.
Organize your Gruntfile.js by splitting it up into smaller files.
Check out other people’s and projects’ Gruntfile.js.
Learn more about Grunt by digging into its source and learning about its API.
Let’s share
I think some group sharing would be a nice way to wrap this up. If you are installing Grunt for the first time (or remember doing that), be especially mindful of little frustrating things you experience(d) but work(ed) through. Those are the things we should share in the comments here. That way we have this safe place and useful resource for working through those confusing moments without the embarrassment. We’re all in this thing together!
1 Maybe someday someone will make a beautiful Grunt app for your operating system of choice. But I’m not sure that day will come. The configuration of the plug-ins is the important part of using Grunt. Each plug-in is a bit different, depending on what it does. That means a uniquely considered UI for every single plug-in, which is a long shot.
Perhaps a decent middleground is this Grunt DevTools Chrome add-on.
2 Gruntfile.js is often referred to as Gruntfile in documentation and examples. Don’t literally name it Gruntfile — it won’t work. |
2013 |
Chris Coyier |
chriscoyier |
2013-12-11T00:00:00+00:00 |
https://24ways.org/2013/grunt-is-not-weird-and-hard/ |
code |
| 19 |
In Their Own Write: Web Books and their Authors |
The currency of written communication — words on the page, words on the screen — comprises many denominations. To further our ends in web design and development, we freely spend and receive several: tweets aphoristic and trenchant, banal and perfunctory; blog posts and articles that call us to action or reflection; anecdotes, asides, comments, essays, guides, how-tos, manuals, musings, notes, opinions, stories, thoughts, tips pro and not-so-pro. So many, many words.
Our industry (so much more than this, but what on earth are we, collectively?), our community thrives on writing and sharing knowledge and experience. 24 ways is a case in point. Everyone can learn and contribute through reading and writing — it’s what we’ve always done.
To web authors and readers seeking greater returns, though, broader culture has vouchsafed an enduring and singular artefact: the book.
Last month I asked a small sample of web book authors if they would be prepared to answer a few questions; most of them kindly agreed. In spirit, the survey was informal: I had neither hypothesis nor unground axe. I work closely with writers — and yes, I’ve edited or copy-edited books by several of the authors I surveyed — and wanted to share their thoughts about what it was like to write a book (“…it was challenging to find a coherent narrative”), why they did it (“Who wouldn’t want to?”) and what they learned from the experience (“That I could!”).
Reasons for writing a book
In web development the connection between authors and readers is unusually close and immediate. Working in our medium precipitates a unity that’s rare elsewhere. Yet writing and publishing a book, even during the current books revolution, is something only a few of us attempt and it remains daunting and a little remote. What spurs an author to try it? For some, it’s a deeply held resistance to prevailing trends:
I felt that designers and developers needed to be shaken out of what seemed to me had been years of stagnation.
—Andrew Clarke
Or even a desire to protect us from ourselves:
I felt that without a book that clearly defined progressive enhancement in a very approachable and succinct fashion, the web was at risk. I was seeing Tim Berners-Lee’s vision of universal availability slip away…
—Aaron Gustafson
Sometimes, there’s a knowledge gap to be filled by an author with the requisite excitement and need to communicate. Jon Hicks took his “pet subject” and was “enthused enough to want to spend all that time writing”, particularly because:
…there was a gap in the market for it. No one had done it before, and it’s still on its own out there, with no competition. It felt like I was able to contribute something.
Cennydd Bowles felt a professional itch at a particular point in his career, understanding that
[a]s a designer becomes more senior, they start looking for ways to scale the effects of their work. For some, that leads into management. For others, into writing.
Often, though, it’s also simply a personal challenge and ambition to explore a subject at length and create something substantial. Anna Debenham describes a motivation shared by several authors:
To be able to point to something more tangible than an article and be able to say “I did that.”
That sense of a book’s significance, its heft and gravity even, stems partly from the cultural esteem which honours books and their authors. Books have a long history as sources of wisdom, truth and power. Even with more books being published each year than ever before, writing one is still commonly considered a laudable achievement, including in our field.
Challenges of writing a book
Received wisdom has it that writing online should be brief and chunky and approachable: get to the point; divide it all up; subheadings and lists are our friends; write like you’re talking; no one has time to read. Much of such advice is true. Followed well, it lends our writing punch and pith, vigour and vim. The web is nimble, the web keeps up, and it suits what we write about developing for it. It’s perfect for delivering our observations, queries and investigations into all the various aspects of the work, professional and personal.
Yet even for digital natives like web authors, books printed and electronic retain an attractive glister.
Ideas can be developed more fully, their consequences explored to greater depth and extended with more varied examples, and the whole conveyed with more eloquence, more style. Why shouldn’t authors delay their conclusions if the intervening text is apposite, rich with value and helps to flesh out the skeleton of an argument? Conclusions might or might not be reached, of course, but a writer is at greater liberty in a book to digress in tangential and interesting ways.
Writing a book involves committing time, energy, thought and money. As Brian Suda found, it can be tough “getting the ideas out of my head into a cohesive blob of text.” Some authors end up talking to themselves…
It helps me to keep a real person in mind, someone who I’m talking to as I write. Sometimes I have the same conversations over and over in my head.
—Andrew Clarke
…while others are thinking ahead, concerned with how their book will be received:
Would anyone want to read it? Would they care? Would it be respected by my peers?
—Joe Leech
Challenges that arose time and again included “starting” and “getting words on the page” as well as “knowing when to stop” or “letting go”. Personal organization problems and those caused by publishers were also widely mentioned. Time loomed large. Making time, finding time. Giving up “sleep and some sanity” and realizing “it will take you far, far, far longer than you naively assumed”. Importantly, writing time is time away from gainful employment: Aaron Gustafson found the hardest thing about writing a book to be “the loss of income while I was writing.”
Perils and pleasures of editing
Editing, be it structural, technical or copy editing, is founded on reciprocity. Without openness and a shared belief that the book is worthwhile, work can founder in acrimony and mistrust. Editors are a book’s first and most critical (in every sense) readers. Effective and perceptive editing makes a book as good as it can be, finding the book within the draft like sculpture reveals the statue in the stone.
A good editor calls you out on poor assumptions and challenges you to really clarify your thinking. Whilst it can be difficult during the process to have your thinking challenged, it’s always been worth it — for me personally — in the long run. A good editor also reins you in when you’ve perhaps wandered off track or taken a little too long to make a point.
—Christopher Murphy
Andy Croll found editing “all positive” and Aaron Gustafson loves “working with a strong editor […] I want someone to tell it to me straight.” But it can be a rollercoaster, “both terrifying and the real moment of elation”. Mixed emotions during the editing process are common:
It was very uncomfortable! I knew it was making the work stronger, but it was awkward having my inconsistencies and waffle picked apart.
—Jon Hicks
It can be distressing to have written work looked over by a professional, particularly for first-time book authors whose expertise lies elsewhere:
I was a little nervous because I don’t consider myself a skilled writer — I never dreamed of becoming an author. I’m a designer, after all.
—Geri Coady
Communication is key, particularly when it comes to checking or changing the author’s words.
I like a good banter between me and the tech editor — if we can have a proper argument in Word comments, that’s great.
—Rachel Andrew
But if handled poorly, small battles can break out. Rachel Andrew again:
However, having had plenty of times where the technical editor has done nothing more than give a cursory glance, I started to leave little issues in for them to spot. If they picked them up I knew they were actually testing the code and I could be sure the work was being properly tech edited. If they didn’t spot them, I’d find someone myself to read through and check it!
A major concern for writers is that their voices will be altered, filtered, mangled or otherwise obscured by the editing process. Good copy editing must remain unnoticed while enhancing the author’s voice in print. Donna Spencer appreciated the way her editor “tidied up my work and made it a million times better, but left it sounding exactly like me.” Similarly, Andrew Travers “was incredibly impressed at how well my editor tightened up my own writing without it feeling like another’s voice” and Val Head sums up the consensus that:
the editor was able to help me express what I was trying to say in a better way […] I want to have editors for everything now.
At the keyboard, keep your friends close, but your editors closer.
Publishing and publishers
Conditions ought to militate against the allure of writing a book about web design and development. More books are published each year than ever before, so readerships elude new authors and readers can struggle to find authors to trust in their fields of interest. New spaces for more expansive online writing about working on and with the web are opening up (sites like Contents Magazine and STET), and seminal online web development texts are emerging. Publishing online is simple, far-reaching and immediate.
Much more so than articles and blog posts, books take time to research, write and read; add the complexity of commissioning, editing, designing, proofreading, printing, marketing and distribution processes, and it can take many months, even years to publish. The ceaseless headlong momentum of the web can leave articles more than a few weeks old whimpering in its wake, but updating them at least is straightforward; printed books about web development can depreciate as rapidly as the technology and techniques they describe, while retaining the “terrifying permanence that print bestows: your opinions will follow you forever”.
So much moves on, and becomes out of date. Companies featured get bought by larger companies and die, techniques improve and solutions featured become terribly out of date. Unlike a website, which could be updated continuously, a book represents the thinking ‘at that time’.
—Jon Hicks
Publishers work hard to mitigate these issues, promoting new books and new authors, bringing authors and readers together under a trusted banner. When a publisher packages up and releases a writer’s words, it confers a seal of approval and “badge of quality”, very important to new authors.
Publishers have other benefits to offer, from expert knowledge:
My publisher was extraordinarily supportive (and patient). Her expertise in my chosen subject was both a pressure (I didn’t want to let her down) and a reassurance (if she liked it, I knew it was going to be fine).
—Andrew Travers
…to systems and support mechanisms set up specifically to encourage writers and publish books:
Working as a team means you’re bringing in everyone’s expertise.
—Chui Chui Tan
As a writer, the best part about writing for a publisher was the writing infrastructure offered.
—Christopher Murphy
There can be drawbacks, however, and the occasional horror story:
We were just one small package on a huge conveyor belt. The publisher’s process ruled all.
—Cennydd Bowles
It’s only looking back I realise how poorly some publishers treat writers — especially when the work is so poorly remunerated.My worst experience was when a publisher decided, after I had completed the book, that they wanted to push a different take on the subject than the brief I had been given. Instead of talking to me, they rewrote chunks of my words, turning my advice into something that I would never have encouraged. Ultimately, I refused to let the book go out under my name alone, and I also didn’t really promote the book as I would have had to point out the things I did not agree with that had been inserted!
—Rachel Andrew
Self-publishing is now a realistic option for web authors, and can offers “complete control over the end product” as well as the possibility of earning more than a “pathetic author revenue percentage”. There can be substantial barriers, of course, as self-publishing authors must face for themselves the risks and challenges conventional publishers usually bear. Ideally, creating a book is a collaboration between author and publisher. Geri Coady found that “working with my publisher felt more like working with a partner or co-worker, rather than working for a boss.”
Wise words
So, after meeting the personal costs of writing and publishing a web book — fear, uncertainty, doubt, typing (so much typing) — and then smelling the roses of success, what’s left for an author to say? Some words, perhaps, to people thinking of writing a book.
Donna Spencer identifies a stumbling block common to many writers with an insight into the writing process:
Having talked to a lot of potential authors, I think most have the problem that they haven’t actually figured out the ‘answer’ to their premise yet. They feel like they are stuck in the writing, but they are actually stuck in the thinking.
For some no-nonsense, straightforward advice to cut through any anxiety or inadequacy, Rachel Andrew encourages authors to “treat it like any other work. There is no mystery to writing, you just have to write. Schedule the time, sit down, write words.” Tim Brown notes the importance of the editing process to refine a book and help authors reach their readers:
Hire good editors. Editors are amazing thinkers who can vastly improve the quality and clarity of a piece of writing.
We are too much beholden to the practical demands and challenges of technology, so Aaron Gustafson suggests a writer should “favor philosophies over techniques and your book will have a longer shelf life.”
Most intimations of renown and recognition are nipped in the bud by Joe Leech’s warning: “Don’t expect fame and fortune.” Although Cennydd Bowles’ bitter experience can be discouraging:
The sacrifices required are immense. You probably won’t make it.
…he would do things differently for a future book:
I would approach the book with […] far more concern about conveying the damn joy of what I do for a living.
The pleasure of writing, not just having written is captured by James Chudley when he recalls:
How much I enjoy writing and also how much I enjoy the discipline or having a side project like this. It’s a really good supplement to working life.
And Jon Hicks has words that any author will find comforting:
It will be fine. Everything will be fine. Just get on with it!
As the web expands effortlessly and ceaselessly to make room for all our words, yet it can also discourage the accumulation of any particular theme in one space, dividing rich seams and scattering knowledge across the web’s surface and into its deepest reaches. How many words become weightless and insubstantial, signals lost in the constant white noise of indistinguishable voices, unloved, unlinked? The web forgets constantly, despite the (somewhat empty) promise of digital preservation: articles and data are sacrificed to expediency, profit and apathy; online attention, acknowledgement and interest wax and wane in days, hours even.
Books can encourage deeper engagement in readers, and foster faith in an author, particularly if released under the imprint of a recognized publisher within the field. And books are changing. Although still not widely adopted, EPUB3 is the new standard in ebooks, bringing with it new possibilities for interaction and connection: readers with the text; readers with readers; and readers with authors. EPUB3 is built on HTML, CSS and JavaScript — sound familiar? In the past, we took what we could from the printed page to make the web; now books are rubbing up against what we’ve made.
So: a book.
Ever thought you could write one? Should write one? Would?
I’d like to thank all the authors who wrote their books and answered my questions.
Rachel Andrew · CSS3 Layout Modules, The CSS3 Anthology and more
Cennydd Bowles · Undercover User Experience Design, with James Box
Tim Brown · Combining Typefaces
James Chudley · Usability of Web Photos
Andrew Clarke · Hardboiled Web Design
Geri Coady · Colour Accessibility
Andy Croll · HTML Email
Anna Debenham · Front-end Style Guides
Aaron Gustafson · Adaptive Web Design
Val Head · CSS Animations
Jon Hicks · The Icon Handbook
Joe Leech · Psychology for Designers
Christopher Murphy · The Craft of Words, with Niklas Persson
Donna Spencer · Information Architecture, Card Sorting and How to Write Great Copy for the Web
Brian Suda · Designing with Data
Chui Chui Tan · International User Research
Andrew Travers · Interviewing for Research |
2013 |
Owen Gregory |
owengregory |
2013-12-15T00:00:00+00:00 |
https://24ways.org/2013/web-books/ |
content |
| 20 |
Make Your Browser Dance |
It was a crisp winter’s evening when I pulled up alongside the pier. I stepped out of my car and the bitterly cold sea air hit my face. I walked around to the boot, opened it and heaved out a heavy flight case. I slammed the boot shut, locked the car and started walking towards the venue.
This was it. My first gig. I thought about all those weeks of preparation: editing video clips, creating 3-D objects, making coloured patterns, then importing them all into software and configuring effects to change as the music did; targeting frequency, beat, velocity, modifying size, colour, starting point; creating playlists of these… and working out ways to mix them as the music played.
This was it. This was me VJing.
This was all a lifetime (well a decade!) ago.
When I started web designing, VJing took a back seat. I was more interested in interactive layouts, semantic accessible HTML, learning all the IE bugs and mastering the quirks that CSS has to offer. More recently, I have been excited by background gradients, 3-D transforms, the @keyframe directive, as well as new APIs such as getUserMedia, indexedDB, the Web Audio API
But wait, have I just come full circle? Could it be possible, with these wonderful new things in technologies I am already familiar with, that I could VJ again, right here, in a browser?
Well, there’s only one thing to do: let’s try it!
Let’s take to the dance floor
Over the past couple of years working in The Lab I have learned to take a much more iterative approach to projects than before. One of my new favourite methods of working is to create a proof of concept to make sure my theory is feasible, before going on to create a full-blown product. So let’s take the same approach here.
The main VJing functionality I want to recreate is manipulating visuals in relation to sound. So for my POC I need to create a visual, with parameters that can be changed, then get some sound and see if I can analyse that sound to detect some data, which I can then use to manipulate the visual parameters. Easy, right?
So, let’s start at the beginning: creating a simple visual. For this I’m going to create a CSS animation. It’s just a funky i element with the opacity being changed to make it flash.
See the Pen Creating a light by Rumyra (@Rumyra) on CodePen
A note about prefixes: I’ve left them out of the code examples in this post to make them easier to read. Please be aware that you may need them. I find a great resource to find out if you do is caniuse.com. You can also check out all the code for the examples in this article
Start the music
Well, that’s pretty easy so far. Next up: loading in some sound. For this we’ll use the Web Audio API. The Web Audio API is based around the concept of nodes. You have a source node: the sound you are loading in; a destination node: usually the device’s speakers; and any number of processing nodes in between. All this processing that goes on with the audio is sandboxed within the AudioContext.
So, let’s start by initialising our audio context.
var contextClass = window.AudioContext;
if (contextClass) {
//web audio api available.
var audioContext = new contextClass();
} else {
//web audio api unavailable
//warn user to upgrade/change browser
}
Now let’s load our sound file into the new context we created with an XMLHttpRequest.
function loadSound() {
//set audio file url
var audioFileUrl = '/octave.ogg';
//create new request
var request = new XMLHttpRequest();
request.open("GET", audioFileUrl, true);
request.responseType = "arraybuffer";
request.onload = function() {
//take from http request and decode into buffer
context.decodeAudioData(request.response, function(buffer) {
audioBuffer = buffer;
});
}
request.send();
}
Phew! Now we’ve loaded in some sound! There are plenty of things we can do with the Web Audio API: increase volume; add filters; spatialisation. If you want to dig deeper, the O’Reilly Web Audio API book by Boris Smus is available to read online free.
All we really want to do for this proof of concept, however, is analyse the sound data. To do this we really need to know what data we have.
Learning the steps
Let’s take a minute to step back and remember our school days and science class. I’m sure if I drew a picture of a sound wave, we would all start nodding our heads.
The sound you hear is caused by pressure differences in the particles in the air. Sound pushes these particles together, causing vibrations. Amplitude is basically strength of pressure. A simple example of change of amplitude is when you increase the volume on your stereo and the output wave increases in size.
This is great when everything is analogue, but the waveform varies continuously and it’s not suitable for digital processing: there’s an infinite set of values. For digital processing, we need discrete numbers.
We have to sample the waveform at set time intervals, and record data such as amplitude and frequency. Luckily for us, just the fact we have a digital sound file means all this hard work is done for us. What we’re doing in the code above is piping that data in the audio context. All we need to do now is access it.
We can do this with the Web Audio API’s analysing functionality. Just pop in an analysing node before we connect the source to its destination node.
function createAnalyser(source) {
//create analyser node
analyser = audioContext.createAnalyser();
//connect to source
source.connect(analyzer);
//pipe to speakers
analyser.connect(audioContext.destination);
}
The data I’m really interested in here is frequency. Later we could look into amplitude or time, but for now I’m going to stick with frequency.
The analyser node gives us frequency data via the getFrequencyByteData method.
Don’t forget to count!
To collect the data from the getFrequencyByteData method, we need to pass in an empty array (a JavaScript typed array is ideal). But how do we know how many items the array will need when we create it?
This is really up to us and how high the resolution of frequencies we want to analyse is. Remember we talked about sampling the waveform; this happens at a certain rate (sample rate) which you can find out via the audio context’s sampleRate attribute. This is good to bear in mind when you’re thinking about your resolution of frequencies.
var sampleRate = audioContext.sampleRate;
Let’s say your file sample rate is 48,000, making the maximum frequency in the file 24,000Hz (thanks to a wonderful theorem from Dr Harry Nyquist, the maximum frequency in the file is always half the sample rate). The analyser array we’re creating will contain frequencies up to this point. This is ideal as the human ear hears the range 0–20,000hz.
So, if we create an array which has 2,400 items, each frequency recorded will be 10Hz apart. However, we are going to create an array which is half the size of the FFT (fast Fourier transform), which in this case is 2,048 which is the default. You can set it via the fftSize property.
//set our FFT size
analyzer.fftSize = 2048;
//create an empty array with 1024 items
var frequencyData = new Uint8Array(1024);
So, with an array of 1,024 items, and a frequency range of 24,000Hz, we know each item is 24,000 ÷ 1,024 = 23.44Hz apart.
The thing is, we also want that array to be updated constantly. We could use the setInterval or setTimeout methods for this; however, I prefer the new and shiny requestAnimationFrame.
function update() {
//constantly getting feedback from data
requestAnimationFrame(update);
analyzer.getByteFrequencyData(frequencyData);
}
Putting it all together
Sweet sticks! Now we have an array of frequencies from the sound we loaded, updating as the sound plays. Now we want that data to trigger our animation from earlier.
We can easily pause and run our CSS animation from JavaScript:
element.style.webkitAnimationPlayState = "paused";
element.style.webkitAnimationPlayState = "running";
Unfortunately, this may not be ideal as our animation might be a whole heap longer than just a flashing light. We may want to target specific points within that animation to have it stop and start in a visually pleasing way and perhaps not smack bang in the middle.
There is no really easy way to do this at the moment as Zach Saucier explains in this wonderful article. It takes some jiggery pokery with setInterval to try to ascertain how far through the CSS animation you are in percentage terms.
This seems a bit much for our proof of concept, so let’s backtrack a little. We know by the animation we’ve created which CSS properties we want to change. This is pretty easy to do directly with JavaScript.
element.style.opacity = "1";
element.style.opacity = "0.2";
So let’s start putting it all together. For this example I want to trigger each light as a different frequency plays. For this, I’ll loop through the HTML elements and change the opacity style if the frequency gain goes over a certain threshold.
//get light elements
var lights = document.getElementsByTagName('i');
var totalLights = lights.length;
for (var i=0; i<totalLights; i++) {
//get frequencyData key
var freqDataKey = i*8;
//if gain is over threshold for that frequency animate light
if (frequencyData[freqDataKey] > 160){
//start animation on element
lights[i].style.opacity = "1";
} else {
lights[i].style.opacity = "0.2";
}
}
See all the code in action here. I suggest viewing in a modern browser :)
Awesome! It is true — we can VJ in our browser!
Let’s dance!
So, let’s start to expand this simple example. First, I feel the need to make lots of lights, rather than just a few. Also, maybe we should try a sound file more suited to gigs or clubs.
Check it out!
I don’t know about you, but I’m pretty excited — that’s just a bit of HTML, CSS and JavaScript!
The other thing to think about, of course, is the sound that you would get at a venue. We don’t want to load sound from a file, but rather pick up on what is playing in real time. The easiest way to do this, I’ve found, is to capture what my laptop’s mic is picking up and piping that back into the audio context. We can do this by using getUserMedia.
Let’s include this in this demo. If you make some noise while viewing the demo, the lights will start to flash.
And relax :)
There you have it. Sit back, play some music and enjoy the Winamp like experience in front of you.
So, where do we go from here? I already have a wealth of ideas. We haven’t started with canvas, SVG or the 3-D features of CSS. There are other things we can detect from the audio as well. And yes, OK, it’s questionable whether the browser is the best environment for this. For one, I’m using a whole bunch of nonsensical HTML elements (maybe each animation could be held within a web component in the future). But hey, it’s fun, and it looks cool and sometimes I think it’s OK to just dance. |
2013 |
Ruth John |
ruthjohn |
2013-12-02T00:00:00+00:00 |
https://24ways.org/2013/make-your-browser-dance/ |
code |
| 21 |
Keeping Parts of Your Codebase Private on GitHub |
Open source is brilliant, there’s no denying that, and GitHub has been instrumental in open source’s recent success. I’m a keen open-sourcerer myself, and I have a number of projects on GitHub. However, as great as sharing code is, we often want to keep some projects to ourselves. To this end, GitHub created private repositories which act like any other Git repository, only, well, private!
A slightly less common issue, and one I’ve come up against myself, is the desire to only keep certain parts of a codebase private. A great example would be my site, CSS Wizardry; I want the code to be open source so that people can poke through and learn from it, but I want to keep any draft blog posts private until they are ready to go live. Thankfully, there is a very simple solution to this particular problem: using multiple remotes.
Before we begin, it’s worth noting that you can actually build a GitHub Pages site from a private repo. You can keep the entire source private, but still have GitHub build and display a full Pages/Jekyll site. I do this with csswizardry.net. This post will deal with the more specific problem of keeping only certain parts of the codebase (branches) private, and expose parts of it as either an open source project, or a built GitHub Pages site.
N.B. This post requires some basic Git knowledge.
Adding your public remote
Let’s assume you’re starting from scratch and you currently have no repos set up for your project. (If you do already have your public repo set up, skip to the “Adding your private remote” section.)
So, we have a clean slate: nothing has been set up yet, we’re doing all of that now. On GitHub, create two repositories. For the sake of this article we shall call them site.com and private.site.com. Make the site.com repo public, and the private.site.com repo private (you will need a paid GitHub account).
On your machine, create the site.com directory, in which your project will live. Do your initial work in there, commit some stuff — whatever you need to do. Now we need to link this local Git repo on your machine with the public repo (remote) on GitHub. We should all be used to this:
$ git remote add origin git@github.com:[user]/site.com.git
Here we are simply telling Git to add a remote called origin which lives at git@github.com:[user]/site.com.git. Simple stuff. Now we need to push our current branch (which will be master, unless you’ve explicitly changed it) to that remote:
$ git push -u origin master
Here we are telling Git to push our master branch to a corresponding master branch on the remote called origin, which we just added. The -u sets upstream tracking, which basically tells Git to always shuttle code on this branch between the local master branch and the master branch on the origin remote. Without upstream tracking, you would have to tell Git where to push code to (and pull it from) every time you ran the push or pull commands. This sets up a permanent bond, if you like.
This is really simple stuff, stuff that you will probably have done a hundred times before as a Git user. Now to set up our private remote.
Adding your private remote
We’ve set up our public, open source repository on GitHub, and linked that to the repository on our machine. All of this code will be publicly viewable on GitHub.com. (Remember, GitHub is just a host of regular Git repositories, which also puts a nice GUI around it all.) We want to add the ability to keep certain parts of the codebase private. What we do now is add another remote repository to the same local repository. We have two repos on GitHub (site.com and private.site.com), but only one repository (and, therefore, one directory) on our machine. Two GitHub repos, and one local one.
In your local repo, check out a new branch. For the sake of this article we shall call the branch dev. This branch might contain work in progress, or draft blog posts, or anything you don’t want to be made publicly viewable on GitHub.com. The contents of this branch will, in a moment, live in our private repository.
$ git checkout -b dev
We have now made a new branch called dev off the branch we were on last (master, unless you renamed it).
Now we need to add our private remote (private.site.com) so that, in a second, we can send this branch to that remote:
$ git remote add private git@github.com:[user]/private.site.com.git
Like before, we are just telling Git to add a new remote to this repo, only this time we’ve called it private and it lives at git@github.com:[user]/private.site.com.git. We now have one local repo on our machine which has two remote repositories associated with it.
Now we need to tell our dev branch to push to our private remote:
$ git push -u private dev
Here, as before, we are pushing some code to a repo. We are saying that we want to push the dev branch to the private remote, and, once again, we’ve set up upstream tracking. This means that, by default, the dev branch will only push and pull to and from the private remote (unless you ever explicitly state otherwise).
Now you have two branches (master and dev respectively) that push to two remotes (origin and private respectively) which are public and private respectively.
Any work we do on the master branch will push and pull to and from our publicly viewable remote, and any code on the dev branch will push and pull from our private, hidden remote.
Adding more branches
So far we’ve only looked at two branches pushing to two remotes, but this workflow can grow as much or as little as you’d like. Of course, you’d never do all your work in only two branches, so you might want to push any number of them to either your public or private remotes. Let’s imagine we want to create a branch to try something out real quickly:
$ git checkout -b test
Now, when we come to push this branch, we can choose which remote we send it to:
$ git push -u private test
This pushes the new test branch to our private remote (again, setting the persistent tracking with -u).
You can have as many or as few remotes or branches as you like.
Combining the two
Let’s say you’ve been working on a new feature in private for a few days, and you’ve kept that on the private remote. You’ve now finalised the addition and want to move it into your public repo. This is just a simple merge. Check out your master branch:
$ git checkout master
Then merge in the branch that contained the feature:
$ git merge dev
Now master contains the commits that were made on dev and, once you’ve pushed master to its remote, those commits will be viewable publicly on GitHub:
$ git push
Note that we can just run $ git push on the master branch as we’d previously set up our upstream tracking (-u).
Multiple machines
So far this has covered working on just one machine; we had two GitHub remotes and one local repository. Let’s say you’ve got yourself a new Mac (yay!) and you want to clone an existing project:
$ git clone git@github.com:[user]/site.com.git
This will not clone any information about the remotes you had set up on the previous machine. Here you have a fresh clone of the public project and you will need to add the private remote to it again, as above.
Done!
If you’d like to see me blitz through all that in one go, check the showterm recording.
The beauty of this is that we can still share our code, but we don’t have to develop quite so openly all of the time. Building a framework with a killer new feature? Keep it in a private branch until it’s ready for merge. Have a blog post in a Jekyll site that you’re not ready to make live? Keep it in a private drafts branch. Working on a new feature for your personal site? Tuck it away until it’s finished. Need a staging area for a Pages-powered site? Make a staging remote with its own custom domain.
All this boils down to, really, is the fact that you can bring multiple remotes together into one local codebase on your machine. What you do with them is entirely up to you! |
2013 |
Harry Roberts |
harryroberts |
2013-12-09T00:00:00+00:00 |
https://24ways.org/2013/keeping-parts-of-your-codebase-private-on-github/ |
code |
| 22 |
The Responsive Hover Paradigm |
CSS transitions and animations provide web designers with a whole slew of tools to spruce up our designs. Move over ActionScript tweens! The techniques we can now implement with CSS are reminiscent of Flash-based adventures from the pages of web history.
Pairing CSS enhancements with our :hover pseudo-class allows us to add interesting events to our websites. We have a ton of power at our fingertips. However, with this power, we each have to ask ourselves: just because I can do something, should I?
Why bother?
We hear a lot of mantras in the web community. Some proclaim the importance of content; some encourage methods like mobile first to support content; and others warn of the overhead and speed impact of decorative flourishes and visual images. I agree, one hundred percent. At the same time, I believe that content can reign king and still provide a beautiful design with compelling interactions and acceptable performance impacts. Maybe, just maybe, we can even have a little bit of fun when crafting these systems!
Yes, a site with pure HTML content and no CSS will load very fast on your mobile phone, but it leaves a lot to be desired. If you went to your local library and every book looked the same, how would you know which one to borrow? Imagine if every book was printed on the same paper stock with the same cover page in the same type size set at a legible point value… how would you know if you were going to purchase a cookbook about wild game or a young adult story about teens fighting to the death?
For certain audiences, seeing a site with hip, lively hovers sure beats a stale website concept. I’ve worked on many higher education sites, and setting the interactive options is often a very important factor in engaging potential students, alumni, and donors. The same can go for e-commerce sites: enticing your audience with surprise and delight factors can be the difference between a successful and a lost sale.
Knowing your content and audience can help you decide if an intriguing experience is appropriate for your site; if it is, then hover responses can be a real asset.
Why hover?
We have all these capabilities with CSS properties to create the aforementioned fun interactions, and it would be quite easy to fall back into some old patterns and animation abuse. The world of Flash intros and skip links could be recreated with CSS keyframes. However, I don’t think any of us want to go the route of forcing users into unwanted exchanges and road blocking content.
What’s great about utilizing hover to pair with CSS powered actions is that it’s user initiated. It’s a well-established expectation that when a user mouses over an object, something changes. If we can identify that something as a link, then we will expect something to change as we move our mouse over it. By waiting to trigger a CSS-based response until a user chooses to engage with a target makes for a more polished experience (as opposed to barraging our screens with animations all willy-nilly). This makes it the perfect opportunity to add some unique spunk.
What about mobile, touch, and responsive?
So, you’re on board with this so far, but what about mobile and touch devices? Sure, some devices like the Samsung Galaxy S4 have some hovering capabilities, but certainly most do not. Beyond mobile devices, we also have to worry about desktops with touch capabilities. It’s super difficult to detect if a user is currently using touch or hover. One option we have is to design strictly for touch only and send hover enhancements to the graveyard. However, being that I’m all “fuck yeah hovers!,” I like to explore all options. So, let’s examine four different types of hover patterns and see how they can translate to our touch devices.
1. The essential text hover
Changing text color on hover is something we’ve done for a while and it has helped aid in identifying links. To maintain the best accessibility we can achieve, it helps to have a different visual indicator on the default :link state, such as an underline. By making sure all text links have an underline, we won’t have to rely on visual changes during hover to make sure touch device users know that it is a link. For hover-enabled devices, we can add a basic color transition. Doing so creates a nice fade, which makes the change on hover less jarring. Kinda like smooth jazz. The code* to achieve this is quite simple:
a {
color: #6dd4b1;
transition: color 0.25s linear;
}
a:hover, a:focus {
color: #357099;
}
Browser prefixes are omitted
You can see in the final result that, for both touch and hover, everyone wins:
See the Pen Most Basic Link Transition by Jenn Lukas (@Jenn) on CodePen
2. Visual background wizardry and animated hovers
We can take this a step further by again making changes to our aesthetic on hover, but not making any content changes. Altering image hovers for fun and personality can separate your site from others; that personality is important and can enhance our content.
Let’s look at a few sites that do this really well. Scroll down to the judges section of CSS Off and check out the illustrations of the judges. On hover, the illustration fades into a photo of the judge. This provides a realistic alternative to the drawing. Users without the hover can click into the detail page, where they can see the full color picture and learn more about the judges; the information is still available through a different pathway.
Going back to the higher education field, let’s visit Delaware Valley College. The school had recently gone through a rebranding that included loop icons as a symbol to connect ideas. These icons are brought into the website on hover of the slideshow arrows (WebKit browsers). The hover reveals a loop animation, tying in overall themes and adding some extra pizzazz that makes me think, “This is a hip place that feels current.” For visitors who can’t access the hover effect, the default arrow state clearly represents a clickable link, and there is swipe functionality on mobile devices to boot.
DIY.org’s Frontend Dev page has a bunch of enjoyable hover actions happening, featuring scaling transforms and looping animations. Nothing new is revealed on hover, so touch devices won’t miss anything, but it intrigues the user who is visiting a site about front-end dev doing cool front-end things. It backs up its claim of front-end knowledge by adding this enhancement.
The old Cowork Chicago (now redirecting) had a great example, captured here:
Coop: Chicago Coworking from Jenn Lukas on Vimeo.
The code for the Join areas is quite simple:
.join-buttons .daily, .join-buttons .monthly {
height: 260px; z-index: 0; margin-top: 30px;
transition: height .2s linear,margin .2s linear;
}
.join-buttons .daily:hover, .join-buttons .monthly:hover {
height: 280px; margin-top: 20px;
}
li.button:hover {
z-index: 20;
}
The slight rotation on the photos, and the change of color and size of the rate options on hover, add to the fun factor. The site attempts to advertise the co-working space by letting bits of their charisma show through with these transitions. They don’t hit the user over the head with animations, but provide a nice addition to make sure visitors know it’s a welcoming place to work. Some text is added on the hover, but the text isn’t essential to determine where the link goes.
3. Image block hovers
There have been more designs popping up with large image blocks acting as extensive hit area links to subsequent pages. On hover of these links, text is revealed, letting the user know where the link destination goes.
See the Pen Transitioning Max Height by Jenn Lukas (@Jenn) on CodePen
This type of link is tough for users on touch as the image might not provide enough context to reveal its target. If you weren’t aware of what my illustrated avatar from 2007 looked like (or even if you did), then how would you know that this is a link to my Twitter page? Instead, if we provide enough context — such as the @jennlukas handle — you could assume the destination. Users who receive the hover can also see the Twitter bio. It won’t break the experience for users that can’t hover, but it will provide a nice interaction and some more information for those that can.
See the Pen Transitioning Max Height by Jenn Lukas (@Jenn) on CodePen
The Esquire site follows this same pattern, in which the title of the story is shown and the subheading is revealed on hover. Dining at Altitude took the opposite approach, where all text is shown by default and, on hover, you can see more of the image that the text sits atop. This is a nice technique to follow. For touch users, following the link will allow them to see more of the image detail that was revealed on hover.
4. Drop-down navigation menu hovers
Main navigation options that rely on hover have come up as a problem for touch. One way to address this is to be sure your top level items are all functional links to somewhere, and not blank anchors to trigger a submenu drop-down. This ensures that, even without the hover-triggered menu, users can still navigate to those top-level pages. From there, they should be able to access the tertiary pages shown in the drop-down. Following this arrangement, drop-down menus act as a quick shortcut and aren’t necessary to the navigational structure. If the top navigation items are your most visited pages, this execution won’t hinder your visitors.
If the information within the menu is vital, such as a lone account menu, another option is to show drop-down menus on click instead of hover. This pattern will allow both mouse and touch users to access the drop-downs.
Why can’t we just detect hover?
This is a really tricky thing to do. Internet Explorer 10 on Windows 8 uses the aria-haspopup attribute to simulate hover on touch devices, but usually our audience stretches beyond that group. There’s been discussion around using Modernizr, but false positives have come with that. A W3C draft for Media Queries Level 4 includes a hover feature, but it’s not supported yet. Since some devices can hover and touch, should you rely on hover effects for those? Arguments have come up that users can be browsing your site with a mouse and then decide to switch to touch, or vice versa. That might be a large concern for you, or it might be an edge case that isn’t vital to your site’s success.
For one site, I used mousemove and touchstart JavaScript events in order to detect if a visitor starts to browse the site with a mouse. The design initiates for touch users, showing all text on load, but as soon as a mouse movement occurs, the text becomes hidden and is then revealed on hover.
See the Pen Detect Touch devices with mousemove and touchstart by Jenn Lukas (@Jenn) on CodePen
One downside to this approach is that the text is viewable until a mouse enters the document, but if the elements are further down the page it might not be noticed. A second downside is if a user on a touch- and hover-enabled device starts browsing with the mouse and then switches back to touch, the hover-centric styles will remain until a new page load. These were acceptable scenarios in the project I worked on, but might not be for every project.
Can we give our visitors a choice?
I’ve been thinking about how we can combat the concern of not knowing if our customers are using touch or a mouse, not to mention keyboard or Wacom tablets or Minority Report screens. We can cover keyboards with our friend :focus, but that still doesn’t solve our other dilemmas.
Remember when we couldn’t rely on browsers to zoom text and we had to use those small A, medium A, big A [AAA] buttons? On selection of one of those options, a different style sheet would load with small, medium, or large text sizes to satisfy our user’s request. We could even set cookies to remember their font choices. What if we offered a similar solution, a hover/touch switcher, for our new predicament?
See the Pen cwuJf by Jenn Lukas (@Jenn) on CodePen
We could add this switcher to our design. Maybe add it to the header on smaller screens and the footer on larger screens to play the odds. Then be sure to deliver the appropriate touch- or hover-optimized adventure for our guests.
How about adding View options in the areas where we’re hiding content until hover? Looking at Delta Cycle, there’s logic in place to switch layouts on some mobile devices. On desktops we can see the layout shows the product and price by default, and the name of the item and an Add to cart button on hover. If you want to keep this hover, but also worry that touch users can’t access it — or even if you are concerned that people might want to view it with more details up front — we could add another view switcher.
See the Pen List/Grid Views for Hover or Touch by Jenn Lukas (@Jenn) on CodePen
Similar to the list versus grid view we often see in operating systems, a choice here could cover all of our bases.
Conclusion
There is no one-size-fits-all solution when it comes to hover patterns. Design for your content. If you are providing important information about driving directions or healthcare, you might want to err on the side of designing for touch only. If you are behind an educational site and trying to entice more traffic and sign-ups, or a more immersive e-commerce site selling pies, then hover activity can help support your content and engage your visitors without being a detriment. While content can be our top priority, let’s not forget that our designs and interactions, hovers included, can have a great positive impact on how visitors experience our site. Hover wisely, friends. |
2013 |
Jenn Lukas |
jennlukas |
2013-12-12T00:00:00+00:00 |
https://24ways.org/2013/the-responsive-hover-paradigm/ |
|
| 23 |
Animating Vectors with SVG |
It is almost 2014 and fifteen years ago the W3C started to develop a web-based scalable vector graphics (SVG) format. As web technologies go, this one is pretty old and well entrenched.
See the Pen yJflC by Drew McLellan (@drewm) on CodePen
Embed not working on your device? Try direct.
Unlike rasterized images, SVG files will stay crisp and sharp at any resolution. With high-DPI phones, tablets and monitors, all those rasterized icons are starting to look a bit old and blocky. There are several options to get simpler, decorative pieces to render smoothly and respond to various device widths, shapes and sizes. Symbol fonts are one option; the other is SVG.
I’m a big fan of SVG. SVG is an XML format, which means it is possible to write by hand or to script. The most common way to create an SVG file is through the use of various drawing applications like Illustrator, Inkscape or Sketch. All of them open and save the SVG format.
But, if SVG is so great, why doesn’t it get more attention?
The simple answer is that for a long time it wasn’t well supported, so no one touched the technology. SVG’s adoption has always been hampered by browser support, but that’s not the case any more. Every modern browser (at least three versions back) supports SVG. Even IE9.
Although the browsers support SVG, it is implemented in many different ways.
SVG in HTML
Some browsers allow you to embed SVG right in the HTML: the <svg> element. Treating SVG as a first-class citizen works — sometimes. Another way to embed SVG is via the <img> element; using the src attribute, you can refer to an SVG file. Again, this only works sometimes and leaves you in a tight space if you need to have a fallback for older browsers. The most common solution is to use the <object> element, with the data attribute referencing the SVG file. When a browser does not support this, it falls back to the content inside the <object>. This could be a rasterized fallback <img>. This method gets you the best of both worlds: a nice vector image with an alternative rasterized image for browsers that don’t support SVG. The downside is that you need to manage both formats, and some browsers will download both the SVG and the rasterized version, becoming a performance problem.
Alexey Ten came up with a brilliant little trick that uses inline SVG combined with an SVG <image> element. This has an SVG href pointing to the vector SVG representation and a src attribute to the rasterized version. Older browsers will rewrite the <image> element as <img> and use the rasterized src attribute, but modern browsers will show the vector SVG.
<svg width="96" height="96">
<image xlink:href="svg.svg" src="svg.png" width="96" height="96"/>
</svg>
It is a great workaround for most situations. You will have to determine the browsers you want or need to support and consider performance issues to decide which method is best for you.
So it can be used in HTML. Why?
There are two compelling reasons why vector graphics in the form of icons and symbols are going to be important on the web. With higher resolution screens, going from 72dpi to 200, 300, even over 400dpi, your rasterized icons are looking a little too blocky. As we zoom and print, we expect the visuals on the site to also stay smooth and crisp.
The other main reason vector graphics are useful is scaling. As responsive websites become the norm, we need a way to dynamically readjust the heights, widths and styles of various elements. SVG handles this perfectly, since vectors remain smooth when changing size.
SVG files are text-based, so they’re small and can be gzipped nicely. There are also techniques for creating SVG sprites to further squeeze out performance gains. But SVG really shines when you begin to couple it with JavaScript. Since SVG elements are part of the DOM, they can be interacted with just like any other element you are used to.
The folks at Vox Media had an ingenious little trick with their SVG for a Playstation and Xbox One reviews. I’ve used the same technique for the 24 ways example. Vox Media spent a lot of time creating SVG line art of the two consoles, but once in place the artwork scaled and resized beautifully.
They still had another trick up their sleeves. In their example, they knew each console was line art, so they used SVG’s line dash property to simulate the lines being drawn by animating the growth of the line by small percentage increments until the lines were complete.
This is a great example of a situation where the alternatives wouldn’t be as straightforward to implement. Using an animated GIF would create a heavy file since it would need to contain all the frames of the animation at a large size to permit scaling; even then, smooth aliasing would be lost. canvas and plenty of JavaScript would be another alternative, but this is a rasterized format. It would need be redrawn at each scale, which is certainly possible, but smoothness would be lost when zooming or printing.
The HTML, SVG and JavaScript for this example is less than 4KB! Let’s have a quick look at the code:
<script>
var current_frame = 0;
var total_frames = 60;
var path = new Array();
var length = new Array();
for(var i=0; i<4;i++){
path[i] = document.getElementById('i'+i);
l = path[i].getTotalLength();
length[i] = l;
path[i].style.strokeDasharray = l + ' ' + l;
path[i].style.strokeDashoffset = l;
}
var handle = 0;
var draw = function() {
var progress = current_frame/total_frames;
if (progress > 1) {
window.cancelAnimationFrame(handle);
} else {
current_frame++;
for(var j=0; j<path.length;j++){
path[j].style.strokeDashoffset = Math.floor(length[j] * (1 - progress));
}
handle = window.requestAnimationFrame(draw);
}
};
draw();
</script>
First, we need to initialize a few variables to set the current frame, the number of frames, how fast the animation will run, and we get each of the paths based on their IDs. With those paths, we set the dash and dash offset.
path[i].style.strokeDasharray = l + ' ' + l;
path[i].style.strokeDashoffset = l;
We start the line as a dash, which effectively makes it blank or invisible.
Next, we move to the draw() function. This is where the magic happens. We want to increment the frame to move us forward in the animation and check it’s not finished. If it continues, we then take a percentage of the distance based on the frame and then set the dash offset to this new percentage. This gives the illusion that the line is being drawn. Then we have an animation callback, which starts the draw process over again.
That’s it! It will work with any SVG <path> element that you can draw.
Libraries to get you started
If you aren’t sure where to start with SVG, there are several libraries out there to help. They also abstract all browser compatibility issues to make your life easier.
Raphaël
Snap.svg
svg.js
You can also get most vector applications to export SVG. This means that you can continue your normal workflows, but instead of flattening the image as a PNG or bringing it over to Photoshop to rasterize, you can keep all your hard work as vectors and reap the benefits of SVG. |
2013 |
Brian Suda |
briansuda |
2013-12-07T00:00:00+00:00 |
https://24ways.org/2013/animating-vectors-with-svg/ |
|
| 24 |
Kill It With Fire! What To Do With Those Dreaded FAQs |
In the mid-1640s, a man named Matthew Hopkins attempted to rid England of the devil’s influence, primarily by demanding payment for the service of tying women to chairs and tossing them into lakes.
Unsurprisingly, his methods garnered criticism. Hopkins defended himself in The Discovery of Witches in 1647, subtitled “Certaine Queries answered, which have been and are likely to be objected against MATTHEW HOPKINS, in his way of finding out Witches.”
Each “querie” was written in the voice of an imagined detractor, and answered in the voice of an imagined defender (always referring to himself as “the discoverer,” or “him”):
Quer. 14.
All that the witch-finder doth is to fleece the country of their money, and therefore rides and goes to townes to have imployment, and promiseth them faire promises, and it may be doth nothing for it, and possesseth many men that they have so many wizzards and so many witches in their towne, and so hartens them on to entertaine him.
Ans.
You doe him a great deale of wrong in every of these particulars.
Hopkins’ self-defense was an early modern English FAQ.
Digital beginnings
Question and answer formatting certainly isn’t new, and stretches back much further than witch-hunt days. But its most modern, most notorious, most reviled incarnation is the internet’s frequently asked questions page.
FAQs began showing up on pre-internet mailing lists as a way for list members to answer and pre-empt newcomers’ repetitive questions:
The presumption was that new users would download archived past messages through ftp. In practice, this rarely happened and the users tended to post questions to the mailing list instead of searching its archives. Repeating the “right” answers becomes tedious…
When all the users of a system can hear all the other users, FAQs make a lot of sense: the conversation needs to be managed and manageable. FAQs were a stopgap for the technological limitations of the time.
But the internet moved past mailing lists. Online information can be stored, searched, filtered, and muted; we choose and control our conversations. New users no longer rely on the established community to answer their questions for them.
And yet, FAQs are still around. They’re a content anti-pattern, replicated from site to site to solve a problem we no longer have.
What we hate when we hate FAQs
As someone who creates and structures online content – always with the goal of making that content as useful as possible to people – FAQs drive me absolutely batty. Almost universally, FAQs represent the opposite of useful. A brief list of their sins:
Double trouble
Duplicated content is practically a given with FAQs. They’re written as though they’ll be accessed in a vacuum – but search results, navigation patterns, and curiosity ensure that users will seek answers throughout the site. Is our goal to split their focus? To make them uncertain of where to look? To divert them to an isolated microcosm of the website? Duplicated content means user confusion (to say nothing of the duplicated workload for maintaining content).
Leaving the job unfinished
Many FAQs fail before they’re even out of the gate, presenting a list of questions that’s incomplete (too short and careless to be helpful) or irrelevant (avoiding users’ real concerns in favor of soundbites). Alternately, if the right questions are there, the answers may be convoluted, jargon-heavy, or otherwise difficult to understand.
Long lists of not-my-question
Getting a single answer often means sifting through a haystack of questions. For each potential question, the user must read, comprehend, assess, move on, rinse, repeat. That’s a lot of legwork for little reward – and a lot of opportunity for mistakes. Users may miss their question, or they may fail to recognize a differently worded version of their question, or they may not notice when their sought-after answer appears somewhere they didn’t expect.
The ventriloquist act
FAQs shift the point of view. While websites speak on behalf of the organization (“our products,” “our services,” “you can call us for assistance,” etc.), FAQs speak as the user – “I can’t find my password” or “How do I sign up?” Both voices are written from the first-person perspective, but speak for different entities, which is disorienting: it breaks the tone and messaging across the website. It’s also presumptuous: why do you get to speak for the user?
These all underscore FAQs’ fatal flaw: they are content without context, delivered without regard for the larger experience of the website. You can hear the absurdity in the name itself: if users are asking the same questions so frequently, then there is an obvious gulf between their needs and the site content. (And if not, then we have a labeling problem.)
Instead of sending users to a jumble of maybe-it’s-here-maybe-it’s-not questions, the answers to FAQs should be found naturally throughout a website. They are not separated, not isolated, not other. They are the content.
To present it otherwise is to create a runaround, and users know it. Jay Martel’s parody, “F.A.Q.s about F.A.Q.s” captures the silliness and frustration of such a system:
Q: Why are you so rude?
A: For that answer, you would have to consult an F.A.Q.s about F.A.Q.s about F.A.Q.s. But your time might be better served by simply abandoning your search for a magic answer and taking responsibility for your own profound ignorance.
FAQs aren’t magic answers. They don’t resolve a content dilemma or even help users. Yet they keep cropping up, defiant, weedy, impossible to eradicate.
Where are they all coming from?
Blame it on this: writing is hard. When generating content, most of us do whatever it takes to get some words on the screen. And the format of question and answer makes it easy: a reactionary first stab at content development.
After all, the point of website content is to answer users’ questions. So this – to give everyone credit – is a really good move. Content creators who think in terms of questions and answers are actually thinking of their users, particularly first-time users, trying to anticipate their needs and write towards them.
It’s a good start. But it’s scaffolding: writing that helps you get to the writing you’re supposed to be doing. It supports you while you write your way to the heart of your content. And once you get there, you have to look back and take the scaffolding down.
Leaving content in the Q&A format that helped you develop it is missing the point. You’re not there to build scaffolding. You have to see your content in its naked purpose and determine the best method for communicating that purpose – and it usually won’t be what got you there.
The goal (to borrow a lesson from content management systems) is to separate the content from its presentation, to let the meaning of the content inform its display.
This is, of course, a nice theory.
An occasionally necessary evil
I have a lot of clients who adore FAQs. They’ve developed their content over a long period of time. They’ve listened to the questions their users are asking. And they’ve answered them all on a page that I simply cannot get them to part with.
Which means I’ve had to consider that there may be occasions where an FAQ page is appropriate.
As an example: one of my clients is a financial office in a large institution. Because this office manages several third-party systems that serve a range of niche audiences, they had developed FAQs that addressed hyper-specific instances of dysfunction within systems for different users – à la “I’m a financial director and my employee submitted an expense report in such-and-such system and it returned such-and-such error. What do I do?”
Yes, this content could be removed from the question format and rewritten. But I’m not sure it would be an improvement. It won’t necessarily resolve concerns about length and searchability, and the different audiences may complicate the delivery. And since the work of rewriting it didn’t fit into the client workflow (small team, no writers, pressed for time), I didn’t recommend the change.
I’ve had to make peace with not being to torch all the FAQs on the internet. Some content, like troubleshooting information or complex procedures, may be better in that format. It may be the smartest way for a particular client to handle that particular information.
Of course, this has to be determined on a case-by-case basis, taking into account the amount of content, the subject matter, the skill levels of the content creators, the publishing workflow, and the search habits of the users.
If you determine that an FAQ page is the only way to go, ask yourself:
Is there a better label or more specific term for the page (support, troubleshooting, product concerns, etc.)?
Is there way to structure the page, categorize the questions, or otherwise make it easier for users to navigate quickly to the answer they need?
Is a question and answer format absolutely the best way to communicate this information?
Form follows function
Just as a question and answer format isn’t necessarily required to deliver the content, neither is it an inappropriate method in and of itself. Content professionals have developed a knee-jerk reaction: It’s an FAQ page! Quick, burn it! Buuuuurn it!
But there’s no inherent evil in questions and answers. Framing content in an interrogatory construct is no more a deal with the devil than subheads and paragraphs, or narrative arcs, or bullet points.
Yes, FAQs are riddled with communication snafus. They deserve, more often than not, to be tied to a chair and thrown into a lake. But that wouldn’t fix our content problems. FAQs are a shiny and obvious target for our frustration, but they’re not unique in their flaws. In any format, in any display, in any kind of page, weak content can rear its ugly, poorly written head.
It’s not the Q&A that’s to blame, it’s bad content. Content without context will always fail users. That’s the real witch in our midst. |
2013 |
Lisa Maria Martin |
lisamariamartin |
2013-12-08T00:00:00+00:00 |
https://24ways.org/2013/what-to-do-with-faqs/ |
content |
| 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 |
| 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 |
| 29 |
What It Takes to Build a Website |
In 1994 we lost Kurt Cobain and got the world wide web as a weird consolation prize. In the years that followed, if you’d asked me if I knew how to build a website I’d have said yes, I know HTML, so I know how to build a website. If you’d then asked me what it takes to build a website, I’d have had to admit that HTML would hardly feature.
Among the design nerdery and dev geekery it’s easy to think that the nuts and bolts of building a page just need to be multiplied up and Ta-da! There’s your website. That can certainly be true with weekend projects and hackery for fun. It works for throwing something together on GitHub or experimenting with ideas on your personal site. But what about working professionally on client projects?
The web is important, so we need to build it right.
It’s 2015 – your job involves people paying you money for building websites. What does it take to build a website and to do it right? What practices should we adopt to make really great, successful and professional web projects in 2015? I put that question to some friends and 24 ways authors to see what they thought.
Getting the tech right
Inevitably, it all starts with the technology. We work in a technical medium, after all. From Notepad and WinFTP through to continuous integration and deployment – how do you build sites?
Create a stable development environment
There’s little more likely to send a web developer into a wild panic and a client into a wild rage than making a new site live and things just not working. That’s why it’s important to have realistic development and staging environments that mimic the live server as closely as possible.
Are you in the habit of developing new sites right on the client’s server? Or maybe in a subfolder on your local machine? It’s time to reconsider.
Charlie Perrins writes:
Don’t work on a live server – this feels like one of those gear-changing moments for a developer’s growth. Build something that works just as well locally on your own machine as it does on a live server, and capture the differences in the code between the local and live version in a single config file. Ultimately, if you can get all the differences between environments down to a config level then you’ll be in a really good position to automate the deployment process at some point in the future.
Anything that creates a significant difference between the development and the live environments has the potential to cause problems you won’t know about until the site goes live – and at that point the problems are very public and very embarrassing, not to mention unprofessional.
A reasonable solution is to use a tool like MAMP PRO which enables you to set up an individual local website for each project you work on. Importantly, individual sites give you both consistency of paths between development and live, but also the ability to configure server options (like PHP versions and configuration, for example) to match the live site.
Better yet is to use a virtual machine, managed with a tool such as Vagrant. If you’re interested in learning more about that, we have an article on that subject later in the series.
Use source control
Trent Walton writes:
We use source control, and it’s become the centerpiece for how we handle collaboration, enhancements, and issues. It drives our process.
I’m hoping by now that you’re either using source control for all your work, or feeling a nagging guilt that you should be. Be it Git, Mercurial, Subversion (name your poison), a revision control system enables you to keep track of changes, revert anything that breaks, and keep rolling backups of your project.
The benefits only start there, and Charlie Perrins recommends using source control “not just as a personal backup of your code, but as a way to play nicely with other developers.“
Noting the benefits when collaborating with other developers, he adds:
Graduating from being the sole architect of your codebase to contributing to a shared codebase is a huge leap for a developer. Perhaps a practical way for people who tend to work on their own to do that would be to submit a pull request or a patch to an open source project or plugin.”
Richard Rutter of Clearleft sees clear advantages for the client, too. He recommends using source control “preferably in some sort of collaborative environment that you can open up or hand over to the client” – a feature found with hosted services such as GitHub.
If you’d like to hone your Git skills, Emma Jane Westby wrote Git for Grown-ups in last year’s 24 ways.
Don’t repeat, automate!
Tim Kadlec is a big proponent of automating your build process:
I’ve been hammering that home to every client I’ve had this year. It’s amazing how many companies don’t really have a formal build/deployment process in place. So many issues on the web (performance, accessibility, etc.) can be greatly improved just by having a layer of automation involved.
For example, graphic editing software spits out ridiculously bloated images. Very frequently, that’s what ends up getting put on a site. If you have a build process, you can have the compression automated and start seeing immediate gains for no effort. On a recent project, they were able to shave around 1.5MB from their site weight simply by automating compression.
Once you have your code in source control, some of that automation can be made easier. Brian Suda writes:
We have a few bash scripts that run on git commit: they compile the less, jslint and remove white-space, basically the 3 Cs, Compress, Concatenate, Combine. This is now part of our workflow without even realising it.
One great way to get started with a build process is to use a tool like Grunt, and a great way to get started with Grunt is to read Chris Coyier’s Grunt for People Who Think Things Like Grunt are Weird and Hard.
Tim reinforces:
Issues like [image compression] — or simple accessibility issues like alt tags on images — should never be able to hit a live server. If you can detect it, you can automate it. And if you can automate it, you can free up time for designers and developers to focus on more challenging — and interesting — problems.
A clear call to arms to tighten up and formalise development and deployment practices. The less that has to be done manually or is susceptible to change, the less that can go wrong when a site is built and deployed. Any procedures that are automated are no longer dependant on a single person’s knowledge, making it easier to build your team or just cope when someone important is out of the office or leaves.
If you’re interested in kicking the FTP habit and automating your site deployments, we have an article later in the series just for you.
Build systems, not sites
One big theme arising this year was that of building websites as systems, not as individual pages.
Brad Frost:
For me, teams making websites in 2015 shouldn’t be working on just-another-redesign redesign. People are realizing that in order to make stable, future-friendly, scalable, extensible web experiences they’re going to need to think more systematically. That means crafting deliberate and thoughtful design systems. That means establishing front-end style guides. That means killing the out-dated, siloed, assembly-line waterfall process and getting cross-disciplinary teams working together in meaningful ways. That means treating development as design. That means treating performance as design. That means taking the time out of the day to establish the big picture, rather than aimlessly crawling along quarter by quarter.
Designer and developer Jina Bolton also advocates the use of style guides, and recommends making the guide a project deliverable:
Consider adding on a style guide/UI library to your project as a deliverable for maintainability and thinking through all UI elements and components.
Val Head agrees: “build and maintain a style guide for each project” she wrote. On the subject of approaching a redesign, she added:
A UI inventory goes a long way to helping get your head around what a design system needs in the early stages of a redesign project.
So what about that old chestnut, responsive web design? Should we be making sites responsive by default? How about mobile first?
Richard Rutter:
Think mobile first unless you have a very good reason not to. Remember to take the client with you on this principle, otherwise it won’t work as a convincing piece of design.
Trent Walton adds:
The more you can test and sort of skew your perception for what is typical on the web, the better. 4k displays hooked up to 100Mbps connections can make one extremely unsympathetic.
The value of testing with real devices is something Ruth John appreciates. She wrote:
I still have my own small device lab at home, even though I work permanently for a well-established company (which has a LOT of devices at its disposal) – it just means I can get a good overview of how things are looking during development.
And speaking of systems, Mark Norman Francis recommends the use of measuring tools to aid the design process; “[U]se analytics and make decisions from actual data” he suggests, rather than relying totally on intuition.
Tim Kadlec adds a word on performance planning:
I think having a performance budget in place should now be a given on any project. We’ve proven pretty conclusively through a hundred and one case studies that performance matters. And over the last year or so, we’ve really seen a lot of great tools emerge to help track and enforce performance budgets. There’s not really a good excuse for not using one any more.
It’s clear that in the four years since Ethan Marcotte’s Responsive Web Design article the diversity of screen sizes, network connection speeds and input methods has only increased. New web projects should presume visitors will be using anything from a watch up to a big screen desktop display, and from being offline, through to GPRS, 3G and fast broadband.
Will it take more time to design and build for those constraints? Yes, it most likely will. If Internet Explorer is brave enough to ask to be your default browser, you can be brave enough to tell your client they need to build responsively.
Working collaboratively
A big part of delivering a successful website project is how we work together, both as a design team and a wider project team with the client.
Val Head recommends an open line of communication:
Keep conversations going. With clients, with teammates. Talking is so important with the way we work now. A good team conversation place, like Slack, is slowly becoming invaluable for me too.
Ruth John agrees:
We’ve recently opened up our lines of communication by using Slack. It has transformed the way we work. We’re easily more productive and collaborative on projects, as well as making it a lot easier for us all to work remotely (including freelancers).
She goes on to point out how tools can be combined to ease team communication without adding further complications:
We have a private GitHub organisation (which everyone who works with us is granted access to), which not only holds all our project code but also a team wiki. This has lots of information to get you set up within the team, as well as coding guidelines and best practices and other admin info, like contact numbers/emails for the team.
Small-A agile is also the theme of the day, with Mark Norman Francis suggesting an approach of “small iterations with constant feedback around individual features, not spec-it-all-first”. He also encourages you to review as you go, at each stage of the project:
Always reflect on what went well and what went badly, and how you can learn from that, even if not Doing Agile™. Ultimately “best practices” should come from learning lessons (both good and bad).
Richard Rutter echoes this, warning against working in isolation from the client for too long:
Avoid big reveals. Your engagement with the client should be participatory. In business no one likes surprises.
This experience rings true for Ruth John who recommends involving real users in the feedback loop, not just the client:
We also try and get feedback on what we’re building as soon and as often as we can with our stakeholders/clients and real users.
We should also remember that our role is to serve the client’s needs, not just bill them for whatever we can. Brian Suda adds:
Don’t sell clients on things they don’t need. We can spout a lot of jargon and scare clients into thinking you are a god. We can do things few can now, but you can’t rip people off because they are unknowledgeable.
But do clients know what they’re getting, even when they see it? Trent Walton has an interesting take:
We focus on prototypes over image-based comps at all costs, especially when meetings are involved. It’s much easier to assess a prototype, and too often with image-based comps, discussions devolve into how something might feel when actually live, or how a layout could change to fit a given viewport.
Val Head also likes to get work into the browser:
Sketch design ideas with any software you like, but get to the browser as soon as possible.
Beyond your immediate team, Emma Jane Westby has advice for looking further afield:
Invest time into building relationships within your (technical) community. You never know when you might be able to lend a hand; or benefit from someone who’s able to lend theirs.
And when things don’t go according to plan, Brian Suda has the following advice:
If something doesn’t work out, be professional and don’t burn bridges. It will always come back to you.
The best work comes from working collaboratively, not just as a team within an agency or department, but with the client and stakeholders too. If doing your job and chucking it over the fence ever worked, it certainly doesn’t fly any more. You can work in isolation, but doing really great work requires collaboration.
The business end
When you’re building sites professionally, every team member has to think about the business aspects. Estimating time, setting billing rates, and establishing deliverables are all part of the job.
In 2008, Andrew Clarke gave us the Contract Killer sample contract we could use to establish a working agreement for a web design project. Richard Rutter agrees that contracts are still an essential part of business:
They are there for both parties’ protection. Make sure you know what will happen if you decide you don’t want to work with the client any more (it happens) and, of course, what circumstances mean they can stop taking your services.
Having a contract is one thing, but does it adequately protect both you and the client? Emma Jane Westby adds:
Find a good IP lawyer/legal counsel. I routinely had an IP lawyer read all of my contracts to find loopholes I wouldn’t have noticed. I didn’t always change the contract, but at least I knew what might come back to bite me.
So, you have a contract in place, and know what the project is. Brian Suda recommends keeping track of time and making sure you bill fairly for the hours the project costs you:
If I go to a meeting and they are 15 minutes late, the billing clock has already started. They can’t expect me to be in the 1h meeting and not bill for the extra 15–30 minutes they wasted. It goes both ways too. You need to do your best to respect their deadlines and time frame – this is always hard to get right.
As ever, it’s good business to do good business. Perhaps we can at last shed the old image of web designers being snowboarding layabouts and demonstrate to clients that we care as much about conducting professional business as they do.
Time to review
It’s a lot to take in. Some of these ideas and practices will be familiar, others new and yet to be evaluated. The web moves at a fast pace, and we need to be constantly reexamining our tools, techniques and working practices. The most important thing is not to blindly adopt any and all suggestions, but to carefully look at what the benefits might be and decide how they apply to your work.
Could you benefit from more formalised development and deployment procedures? Would your design projects run more smoothly and have a longer maintainable life if you approached the solution as a componentised system rather than a series of pages? Are your teams structured in a way that enables the most fluid communication, or are there changes you could make? Are your billing procedures and business agreements serving you and your clients in the best way possible?
The new year is a good time to look at your working practices and see what can be improved, and maybe this time next year you’ll look back and think “thank goodness we don’t work like that any more”. |
2014 |
Drew McLellan |
drewmclellan |
2014-12-01T00:00:00+00:00 |
https://24ways.org/2014/what-it-takes-to-build-a-website/ |
business |
| 30 |
Making Sites More Responsive, Responsibly |
With digital projects we’re used to shifting our thinking to align with our target audience. We may undertake research, create personas, identify key tasks, or observe usage patterns, with our findings helping to refine our ongoing creations. A product’s overall experience can make or break its success, and when it comes to defining these experiences our development choices play a huge role alongside more traditional user-focused activities.
The popularisation of responsive web design is a great example of how we are able to shape the web’s direction through using technology to provide better experiences. If we think back to the move from table-based layouts to CSS, initially our clients often didn’t know or care about the difference in these approaches, but we did. Responsive design was similar in this respect – momentum grew through the web industry choosing to use an approach that we felt would give a better experience, and which was more future-friendly.
We tend to think of responsive design as a means of displaying content appropriately across a range of devices, but the technology and our implementation of it can facilitate much more. A responsive layout not only helps your content work when the newest smartphone comes out, but it also ensures your layout suitably adapts if a visually impaired user drastically changes the size of the text.
The 24 ways site at 400% on a Retina MacBook Pro displays a layout more typically used for small screens.
When we think more broadly, we realise that our technical choices and approaches to implementation can have knock-on effects for the greater good, and beyond our initial target audiences. We can make our experiences more responsive to people’s needs, enhancing their usability and accessibility along the way.
Being responsibly responsive
Of course, when we think about being more responsive, there’s a fine line between creating useful functionality and becoming intrusive and overly complex. In the excellent Responsible Responsive Design, Scott Jehl states that:
A responsible responsive design equally considers the following throughout a project:
Usability: The way a website’s user interface is presented to the user, and how that UI responds to browsing conditions and user interactions.
Access: The ability for users of all devices, browsers, and assistive technologies to access and understand a site’s features and content.
Sustainability: The ability for the technology driving a site or application to work for devices that exist today and to continue to be usable and accessible to users, devices, and browsers in the future.
Performance: The speed at which a site’s features and content are perceived to be delivered to the user and the efficiency with which they operate within the user interface.
Scott’s book covers these ideas in a lot more detail than I’ll be able to here (put it on your Christmas list if it’s not there already), but for now let’s think a bit more about our roles as digital creators and the power this gives us.
Our choices around technology and the decisions we have to make can be extremely wide-ranging. Solutions will vary hugely depending on the needs of each project, though we can further explore the concept of making our creations more responsive through the use of humble web technologies.
The power of the web
We all know that under the HTML5 umbrella are some great new capabilities, including a number of JavaScript APIs such as geolocation, web audio, the file API and many more. We often use these to enhance the functionality of our sites and apps, to add in new features, or to facilitate device-specific interactions.
You’ll have seen articles with flashy titles such as “Top 5 JavaScript APIs You’ve Never Heard Of!”, which you’ll probably read, think “That’s quite cool”, yet never use in any real work.
There is great potential for technologies like these to be misused, but there are also great prospects for them to be used well to enhance experiences. Let’s have a look at a few examples you may not have considered.
Offline first
When we make websites, many of us follow a process which involves user stories – standardised snippets of context explaining who needs what, and why.
“As a student I want to pay online for my course so I don’t have to visit the college in person.”
“As a retailer I want to generate unique product codes so I can manage my stock.”
We very often focus heavily on what needs doing, but may not consider carefully how it will be done. As in Scott’s list, accessibility is extremely important, not only in terms of providing a great experience to users of assistive technologies, but also to make your creation more accessible in the general sense – including under different conditions.
Offline first is yet another ‘first’ methodology (my personal favourite being ‘tea first’), which encourages us to develop so that connectivity itself is an enhancement – letting users continue with tasks even when they’re offline. Despite the rapid growth in public Wi-Fi, if we consider data costs and connectivity in developing countries, our travel habits with planes, underground trains and roaming (or simply if you live in the UK’s signal-barren East Anglian wilderness as I do), then you’ll realise that connectivity isn’t as ubiquitous as our internet-addled brains would make us believe. Take a scenario that I’m sure we’re all familiar with – the digital conference. Your venue may be in a city served by high-speed networks, but after overloading capacity with a full house of hashtag-hungry attendees, each carrying several devices, then everyone’s likely to be offline after all. Wouldn’t it be better if we could do something like this instead?
Someone visits our conference website.
On this initial run, some assets may be cached for future use: the conference schedule, the site’s CSS, photos of the speakers.
When the attendee revisits the site on the day, the page shell loads up from the cache.
If we have cached content (our session timetable, speaker photos or anything else), we can load it directly from the cache. We might then try to update this, or get some new content from the internet, but the conference attendee already has a base experience to use.
If we don’t have something cached already, then we can try grabbing it online.
If for any reason our requests for new content fail (we’re offline), then we can display a pre-cached error message from the initial load, perhaps providing our users with alternative suggestions from what is cached.
There are a number of ways we can make something like this, including using the application cache (AppCache) if you’re that way inclined. However, you may want to look into service workers instead. There are also some great resources on Offline First! if you’d like to find out more about this.
Building in offline functionality isn’t necessarily about starting offline first, and it’s also perfectly possible to retrofit sites and apps to catch offline scenarios, but this kind of graceful degradation can end up being more complex than if we’d considered it from the start. By treating connectivity as an enhancement, we can improve the experience and provide better performance than we can when waiting to counter failures. Our websites can respond to connectivity and usage scenarios, on top of adapting how we present our content. Thinking in this way can enhance each point in Scott’s criteria.
As I mentioned, this isn’t necessarily the kind of development choice that our clients will ask us for, but it’s one we may decide is simply the right way to build based on our project, enhancing the experience we provide to people, and making it more responsive to their situation.
Even more accessible
We’ve looked at accessibility in terms of broadening when we can interact with a website, but what about how? Our user stories and personas are often of limited use. We refer in very general terms to students, retailers, and sometimes just users. What if we have a student whose needs are very different from another student? Can we make our sites even more usable and accessible through our development choices?
Again using JavaScript to illustrate this concept, we can do a lot more with the ways people interact with our websites, and with the feedback we provide, than simply accepting keyboard, mouse and touch inputs and displaying output on a screen.
Input
Ambient light detection is one of those features that looks great in simple demos, but which we struggle to put to practical use. It’s not new – many satnav systems automatically change the contrast for driving at night or in tunnels, and our laptops may alter the screen brightness or keyboard backlighting to better adapt to our surroundings. Using web technologies we can adapt our presentation to be better suited to ambient light levels.
If our device has an appropriate light sensor and runs a browser that supports the API, we can grab the ambient light in units using ambient light events, in JavaScript. We may then change our presentation based on different bandings, perhaps like this:
window.addEventListener('devicelight', function(e) {
var lux = e.value;
if (lux < 50) {
//Change things for dim light
}
if (lux >= 50 && lux <= 10000) {
//Change things for normal light
}
if (lux > 10000) {
//Change things for bright light
}
});
Live demo (requires light sensor and supported browser).
Soon we may also be able to do such detection through CSS, with light-level being cited in the Media Queries Level 4 specification. If that becomes the case, it’ll probably look something like this:
@media (light-level: dim) {
/*Change things for dim light*/
}
@media (light-level: normal) {
/*Change things for normal light*/
}
@media (light-level: washed) {
/*Change things for bright light*/
}
While we may be quick to dismiss this kind of detection as being a gimmick, it’s important to consider that apps such as Light Detector, listed on Apple’s accessibility page, provide important context around exactly this functionality.
“If you are blind, Light Detector helps you to be more independent in many daily activities. At home, point your iPhone towards the ceiling to understand where the light fixtures are and whether they are switched on. In a room, move the device along the wall to check if there is a window and where it is. You can find out whether the shades are drawn by moving the device up and down.”
everywaretechnologies.com/apps/lightdetector
Input can be about so much more than what we enter through keyboards. Both an ever increasing amount of available sensors and more APIs being supported by the major browsers will allow us to cater for more scenarios and respond to them accordingly. This can be as complex or simple as you need; for instance, while x-webkit-speech has been deprecated, the web speech API is available for a number of browsers, and research into sign language detection is also being performed by organisations such as Microsoft.
Output
Web technologies give us some great enhancements around input, allowing us to adapt our experiences accordingly. They also provide us with some nice ways to provide feedback to users.
When we play video games, many of our modern consoles come with the ability to have rumble effects on our controller pads. These are a great example of an enhancement, as they provide a level of feedback that is entirely optional, but which can give a great deal of extra information to the player in the right circumstances, and broaden the scope of our comprehension beyond what we’re seeing and hearing.
Haptic feedback is possible on the web as well. We could use this in any number of responsible applications, such as alerting a user to changes or using different patterns as a communication mechanism. If you find yourself in a pickle, here’s how to print out SOS in Morse code through the vibration API. The following code indicates the length of vibration in milliseconds, interspersed by pauses in milliseconds.
navigator.vibrate([100, 300, 100, 300, 100, 300, 600, 300, 600, 300, 600, 300, 100, 300, 100, 300, 100]);
Live demo (requires supported browser)
With great power…
What you’ve no doubt come to realise by now is that these are just more examples of progressive enhancement, whose inclusion will provide a better experience if the capabilities are available, but which we should not rely on. This idea isn’t new, but the most important thing to remember, and what I would like you to take away from this article, is that it is up to us to decide to include these kind of approaches within our projects – if we don’t root for them, they probably won’t happen. This is where our professional responsibility comes in.
We won’t necessarily be asked to implement solutions for the scenarios above, but they illustrate how we can help to push the boundaries of experiences. Maybe we’ll have to switch our thinking about how we build, but we can create more usable products for a diverse range of people and usage scenarios through the choices we make around technology. Let’s stop thinking simply in terms of features inside a narrow view of our target users, and work out how we can extend these to cater for a wider set of situations.
When you plan your next digital project, consider the power of the web and the enhancements we can use, and try to make your projects even more responsive and responsible. |
2014 |
Sally Jenkinson |
sallyjenkinson |
2014-12-10T00:00:00+00:00 |
https://24ways.org/2014/making-sites-more-responsive-responsibly/ |
code |
| 31 |
Dealing with Emergencies in Git |
The stockings were hung by the chimney with care,
In hopes that version control soon would be there.
This summer I moved to the UK with my partner, and the onslaught of the Christmas holiday season began around the end of October (October!). It does mean that I’ve had more than a fair amount of time to come up with horrible Git analogies for this article. Analogies, metaphors, and comparisons help the learner hook into existing mental models about how a system works. They only help, however, if the learner has enough familiarity with the topic at hand to make the connection between the old and new information.
Let’s start by painting an updated version of Clement Clarke Moore’s Christmas living room. Empty stockings are hung up next to the fireplace, waiting for Saint Nicholas to come down the chimney and fill them with small treats. Holiday treats are scattered about. A bowl of mixed nuts, the holiday nutcracker, and a few clementines. A string of coloured lights winds its way up an evergreen.
Perhaps a few of these images are familiar, or maybe they’re just settings you’ve seen in a movie. It doesn’t really matter what the living room looks like though. The important thing is to ground yourself in your own experiences before tackling a new subject. Instead of trying to brute-force your way into new information, as an adult learner constantly ask yourself: ‘What is this like? What does this remind me of? What do I already know that I can use to map out this new territory?’ It’s okay if the map isn’t perfect. As you refine your understanding of a new topic, you’ll outgrow the initial metaphors, analogies, and comparisons.
With apologies to Mr. Moore, let’s give it a try.
Getting Interrupted in Git
When on the roof there arose such a clatter!
You’re happily working on your software project when all of a sudden there are freaking reindeer on the roof! Whatever you’ve been working on is going to need to wait while you investigate the commotion.
If you’ve got even a little bit of experience working with Git, you know that you cannot simply change what you’re working on in times of emergency. If you’ve been doing work, you have a dirty working directory and you cannot change branches, or push your work to a remote repository while in this state.
Up to this point, you’ve probably dealt with emergencies by making a somewhat useless commit with a message something to the effect of ‘switching branches for a sec’. This isn’t exactly helpful to future you, as commits should really contain whole ideas of completed work. If you get interrupted, especially if there are reindeer on the roof, the chances are very high that you weren’t finished with what you were working on.
You don’t need to make useless commits though. Instead, you can use the stash command. This command allows you to temporarily set aside all of your changes so that you can come back to them later. In this sense, stash is like setting your book down on the side table (or pushing the cat off your lap) so you can go investigate the noise on the roof. You aren’t putting your book away though, you’re just putting it down for a moment so you can come back and find it exactly the way it was when you put it down.
Let’s say you’ve been working in the branch waiting-for-st-nicholas, and now you need to temporarily set aside your changes to see what the noise was on the roof:
$ git stash
After running this command, all uncommitted work will be temporarily removed from your working directory, and you will be returned to whatever state you were in the last time you committed your work.
With the book safely on the side table, and the cat safely off your lap, you are now free to investigate the noise on the roof. It turns out it’s not reindeer after all, but just your boss who thought they’d help out by writing some code on the project you’ve been working on. Bless. Rolling your eyes, you agree to take a look and see what kind of mischief your boss has gotten themselves into this time.
You fetch an updated list of branches from the remote repository, locate the branch your boss had been working on, and checkout a local copy:
$ git fetch
$ git branch -r
$ git checkout -b helpful-boss-branch origin/helpful-boss-branch
You are now in a local copy of the branch where you are free to look around, and figure out exactly what’s going on.
You sigh audibly and say, ‘Okay. Tell me what was happening when you first realised you’d gotten into a mess’ as you look through the log messages for the branch.
$ git log --oneline
$ git log
By using the log command you will be able to review the history of the branch and find out the moment right before your boss ended up stuck on your roof.
You may also want to compare the work your boss has done to the main branch for your project. For this article, we’ll assume the main branch is named master.
$ git diff master
Looking through the commits, you may be able to see that things started out okay but then took a turn for the worse.
Checking out a single commit
Using commands you’re already familiar with, you can rewind through history and take a look at the state of the code at any moment in time by checking out a single commit, just like you would a branch.
Using the log command, locate the unique identifier (commit hash) of the commit you want to investigate. For example, let’s say the unique identifier you want to checkout is 25f6d7f.
$ git checkout 25f6d7f
Note: checking out '25f6d7f'.
You are in 'detached HEAD' state. You can look around,
make experimental changes and commit them, and you can
discard any commits you make in this state without
impacting any branches by performing another checkout.
If you want to create a new branch to retain commits you create, you may do so (now or later) by using @-b@ with the checkout command again. Example:
$ git checkout -b new_branch_name
HEAD is now at 25f6d7f... Removed first paragraph.
This is usually where people start to panic. Your boss screwed something up, and now your HEAD is detached. Under normal circumstances, these words would be a very good reason to panic.
Take a deep breath. Nothing bad is going to happen. Being in a detached HEAD state just means you’ve temporarily disconnected from a known chain of events. In other words, you’re currently looking at the middle of a story (or branch) about what happened – and you’re not at the endpoint for this particular story.
Git allows you to view the history of your repository as a timeline (technically it’s a directed acyclic graph). When you make commits which are not associated with a branch, they are essentially inaccessible once you return to a known branch. If you make commits while you’re in a detached HEAD state, and then try to return to a known branch, Git will give you a warning and tell you how to save your work.
$ git checkout master
Warning: you are leaving 1 commit behind, not connected to
any of your branches:
7a85788 Your witty holiday commit message.
If you want to keep them by creating a new branch, this may be a good time to do so with:
$ git branch new_branch_name 7a85788
Switched to branch 'master'
Your branch is up-to-date with 'origin/master'.
So, if you want to save the commits you’ve made while in a detached HEAD state, you simply need to put them on a new branch.
$ git branch saved-headless-commits 7a85788
With this trick under your belt, you can jingle around in history as much as you’d like. It’s not like sliding around on a timeline though. When you checkout a specific commit, you will only have access to the history from that point backwards in time. If you want to move forward in history, you’ll need to move back to the branch tip by checking out the branch again.
$ git checkout helpful-boss-branch
You’re now back to the present. Your HEAD is now pointing to the endpoint of a known branch, and so it is no longer detached. Any changes you made while on your adventure are safely stored in a new branch, assuming you’ve followed the instructions Git gave you. That wasn’t so scary after all, now, was it?
Back to our reindeer problem.
If your boss is anything like the bosses I’ve worked with, chances are very good that at least some of their work is worth salvaging. Depending on how your repository is structured, you’ll want to capture the good work using one of several different methods.
Back in the living room, we’ll use our bowl of nuts to illustrate how you can rescue a tiny bit of work.
Saving just one commit
About that bowl of nuts. If you’re like me, you probably had some favourite kinds of nuts from an assorted collection. Walnuts were generally the most satisfying to crack open. So, instead of taking the entire bowl of nuts and dumping it into a stocking (merging the stocking and the bowl of nuts), we’re just going to pick out one nut from the bowl. In Git terms, we’re going to cherry-pick a commit and save it to another branch.
First, checkout the main branch for your development work. From this branch, create a new branch where you can copy the changes into.
$ git checkout master
$ git checkout -b rescue-the-boss
From your boss’s branch, helpful-boss-branch locate the commit you want to keep.
$ git log --oneline helpful-boss-branch
Let’s say the commit ID you want to keep is e08740b. From your rescue branch, use the command cherry-pick to copy the changes into your current branch.
$ git cherry-pick e08740b
If you review the history of your current branch again, you will see you now also have the changes made in the commit in your boss’s branch.
At this point you might need to make a few additional fixes to help your boss out. (You’re angling for a bonus out of all this. Go the extra mile.) Once you’ve made your additional changes, you’ll need to add that work to the branch as well.
$ git add [filename(s)]
$ git commit -m "Building on boss's work to improve feature X."
Go ahead and test everything, and make sure it’s perfect. You don’t want to introduce your own mistakes during the rescue mission!
Uploading the fixed branch
The next step is to upload the new branch to the remote repository so that your boss can download it and give you a huge bonus for helping you fix their branch.
$ git push -u origin rescue-the-boss
Cleaning up and getting back to work
With your boss rescued, and your bonus secured, you can now delete the local temporary branches.
$ git branch --delete rescue-the-boss
$ git branch --delete helpful-boss-branch
And settle back into your chair to wait for Saint Nicholas with your book, your branch, and possibly your cat.
$ git checkout waiting-for-st-nicholas
$ git stash pop
Your working directory has been returned to exactly the same state you were in at the beginning of the article.
Having fun with analogies
I’ve had a bit of fun with analogies in this article. But sometimes those little twists on ideas can really help someone pick up a new idea (git stash: it’s like when Christmas comes around and everyone throws their fashion sense out the window and puts on a reindeer sweater for the holiday party; or git bisect: it’s like trying to find that one broken light on the string of Christmas lights). It doesn’t matter if the analogy isn’t perfect. It’s just a way to give someone a temporary hook into a concept in a way that makes the concept accessible while the learner becomes comfortable with it. As the learner’s comfort increases, the analogies can drop away, making room for the technically correct definition of how something works.
Or, if you’re like me, you can choose to never grow old and just keep mucking about in the analogies. I’d argue it’s a lot more fun to play with a string of Christmas lights and some holiday cheer than a directed acyclic graph anyway. |
2014 |
Emma Jane Westby |
emmajanewestby |
2014-12-02T00:00:00+00:00 |
https://24ways.org/2014/dealing-with-emergencies-in-git/ |
code |
| 32 |
Cohesive UX |
With Yosemite, Apple users can answer iPhone calls on their MacBooks. This is weird. And yet it’s representative of a greater trend toward cohesion.
Shortly after upgrading to Yosemite, a call came in on my iPhone and my MacBook “rang” in parallel. And I was all, like, “Wut?” This was a new feature in Yosemite, and honestly it was a little bizarre at first.
Apple promotional image showing a phone call ringing simultaneously on multiple devices.
However, I had just spoken at a conference on the very topic you’re reading about now, and therefore I appreciated the underlying concept: the cohesion of user experience, the cohesion of screens.
This is just one of many examples I’ve encountered since beginning to speak about this topic months ago. But before we get ahead of ourselves, let’s look back at the past few years, specifically the role of responsive web design.
RWD != cohesive experience
I needn’t expound on the virtues of responsive web design (RWD). You’ve likely already encountered more than a career’s worth on the topic. This is a good thing. Count me in as one of its biggest fans.
However, if we are to sing the praises of RWD, we must also acknowledge its shortcomings. One of these is that RWD ends where the browser ends. For all its goodness, RWD really has no bearing on native apps or any other experiences that take place outside the browser. This makes it challenging, therefore, to create cohesion for multi-screen users if RWD is the only response to “let’s make it work everywhere.”
We need something that incorporates the spirit of RWD while unifying all touchpoints for the entire user experience—single device or several devices, in browser or sans browser, native app or otherwise.
I call this cohesive UX, and I believe it’s the next era of successful user experiences.
Toward a unified whole
Simply put, the goal of cohesive UX is to deliver a consistent, unified user experience regardless of where the experience begins, continues, and ends.
Two facets are vital to cohesive UX:
Function and form
Data symmetry
Let’s examine each of these.
Function AND form
Function over form, of course. Right? Not so fast, kiddo.
Consider Bruce Lawson’s dad. After receiving an Android phone for Christmas and thumbing through his favorite sites, he was puzzled why some looked different from their counterparts on the desktop. “When a site looked radically different,” Bruce observed, “he’d check the URL bar to ensure that he’d typed in the right address. In short, he found RWD to be confusing and it meant he didn’t trust the site.” A lack of cohesive form led to a jarring experience for Bruce’s dad.
Now, if I appear to be suggesting websites must look the same in every browser—you already learned they needn’t—know that I recognize the importance of context, especially in regards to mobile. I made a case for this more than seven years ago.
Rather, cohesive UX suggests that form deserves the same respect as function when crafting user experiences that span multiple screens or devices. And users are increasingly comfortable traversing media. For example, more than 40% of adults in the U.S. owning more than one device start an activity on one screen and finish it on another, according to a study commissioned by Facebook. I suspect that percentage will only increase in 2015, and I suspect the tech-affluent readers of 24 ways are among the 40%.
There are countless examples of cohesive form and function. Consider Gmail, which displays email conversations visually as a stack that can be expanded and collapsed like the bellows of an accordion. This visual metaphor has been consistent in virtually any instance of Gmail—website or app—since at least 2007 when I captured this screenshot on my Nokia 6680:
Screenshot captured while authoring Mobile Web Design (2007). Back then we didn’t call this an app, but rather a ‘smart client’.
When the holistic experience is cohesive as it is with Gmail, users’ mental models and even muscle memory are preserved.1 Functionality and aesthetics align with the expectations users have for how things should function and what they should look like. In other words, the experience is roughly the same across screens.
But don’t be ridiculous, peoples. Note that I said “roughly.” It’s important to avoid mindless replication of aesthetics and functionality for the sake of cohesion. Again, the goal is a unified whole, not a carbon copy. Affordances and concessions should be made as context and intuition require. For example, while Facebook users are accustomed to top-aligned navigation in the browser, they encounter bottom-aligned navigation in the iOS app as justified by user testing:
The iOS app model has held up despite many attempts to better it: http://t.co/rSMSAqeh9m pic.twitter.com/mBp36lAEgc— Luke Wroblewski (@lukew) December 10, 2014
Despite the (rather minor) lack of consistency in navigation placement, other elements such as icons, labels, and color theme work in tandem to produce a unified, holistic whole.
Data symmetry
Data symmetry involves the repetition, continuity, or synchronicity of data across screens, devices, and platforms. As regards cohesive UX, data includes not just the material (such as an article you’re writing on Medium) but also the actions that can be performed on or with that material (such as Medium’s authoring tools). That is to say, “sync verbs, not just nouns” (Josh Clark).
In my estimation, Amazon is an archetype of data symmetry, as is Rdio. When logged in, data is shared across virtually any device of any kind, irrespective of using a browser or native app. Add a product to your Amazon cart from your phone during the morning commute, and finish the transaction at work on your laptop. Easy peasy.
Amazon’s aesthetics are crazy cohesive, to boot:
Amazon web (left) and native app (right).
With Rdio, not only are playlists and listening history synced across screens as you would expect, but the cohesion goes even further. Rdio’s remote control feature allows you to control music playing on one device using another device, all in real time.
Rdio’s remote control feature, as viewed on my MacBook while music plays on my iMac.
At my office I often work from my couch using my MacBook, but my speakers are connected to my iMac. When signed in to Rdio on both devices, my MacBook serves as proxy for controlling Rdio on my iMac, much the same as any Yosemite-enabled device can serve as proxy for an incoming iPhone call.
Me, in my office. Note the iMac and speakers at far right.
This is a brilliant example of cohesive design, and it’s executed entirely via the cloud.
Things to consider
Consider the following when crafting cohesive experiences:
Inventory the elements that comprise your product experience, and cohesify them.2
Consider things such as copy, tone, typography, iconography, imagery, flow, placement, brand identification, account data, session data, user preferences, and so on. Then, create cohesion among these elements to the greatest extent possible, while adapting to context as needed.
Store session data in the cloud rather than locally.
For example, avoid using browser cookies to store shopping cart data, as cookies are specific to a single browser on a single device. Instead, store this data in the cloud so it can be accessed from other devices, as well as beyond the browser.
Consider using web views when developing your native app.
“You’re already using web apps in native wrappers without even noticing it,” Lukas Mathis contends. “The fact that nobody even notices, the fact that this isn’t a story, shows that, when it comes to user experience, web vs. native doesn’t matter anymore.” Web views essentially allow you to display HTML content inside a native wrapper. This can reduce the time and effort needed to make the overall experience cohesive. So whereas the navigation bar may be rendered by the app, for example, the remaining page display may be rendered via the web. There’s readily accessible documentation for using web views in C++, iOS, Android, and so forth.
Nature is calling
Returning to the example of Yosemite and sychronized phone calls, is it really that bizarre in light of cohesive UX? Perhaps at first. But I suspect that, over time, Yosemite’s cohesiveness — and the cohesiveness of other examples like the ones we’ve discussed here — will become not only more natural but more commonplace, too.
1 I browse Flipboard on my iPad nearly every morning as part of my breakfast routine. Swiping horizontally advances to the next page. Countless times I’ve done the same gesture in Flipboard for iPhone only to have it do nothing. This is because the gesture for advancing is vertical on phones. I’m so conditioned to the horizontal swipe that I often fail to make the switch to vertical swipe, and apparently others suffer from the same muscle memory, too.
2 Cohesify isn’t a thing. But chances are you understood what I meant. Yay neologism! |
2014 |
Cameron Moll |
cameronmoll |
2014-12-24T00:00:00+00:00 |
https://24ways.org/2014/cohesive-ux/ |
ux |
| 33 |
Five Ways to Animate Responsibly |
It’s been two years since I wrote about “Flashless Animation” on this very site. Since then, animation has steadily begun popping up on websites, from sleek app-like user interfaces to interactive magazine-like spreads. It’s an exciting time for web animation wonks, interaction developers, UXers, UI designers and a host of other acronyms!
But in our rush to experiment with animation it seems that we’re having fewer conversations about whether or not we should use it, and more discussions about what we can do with it. We spend more time fretting over how to animate all the things at 60fps than we do devising ways to avoid incapacitating users with vestibular disorders.
I love web animation. I live it. And I make adorably silly things with it that have no place on a self-respecting production website. I know it can be abused. We’ve all made fun of Flash-turbation. But how quickly we forget the lessons we learned from that period of web design. Parallax scrolling effects may be the skip intro of this generation. Surely we have learned better in the sobering up period between Flash and the web animation API.
So here are five bits of advice we can use to pull back from the edge of animation abuse. With these thoughts in mind, we can make 2015 the year web animation came into its own.
Animate deliberately
Sadly, animation is considered decorative by the bulk of the web development community. UI designers and interaction developers know better, of course. But when I’m teaching a workshop on animation for interaction, I know that my students face an uphill battle against decision makers who consider it nice to have, and tack it on at the end of a project, if at all.
This stigma is hard to shake. But it starts with us using animation deliberately or not at all. Poorly considered, tacked-on animation will often cause more harm than good. Users may complain that it’s too slow or too fast, or that they have no idea what just happened.
When I was at Chrome Dev Summit this year, I had the privilege to speak with Roma Sha, the UX lead behind Polymer’s material design (with the wonderful animation documentation). I asked her what advice she’d give to people using animation and transitions in their own designs. She responded simply: animate deliberately. If you cannot afford to slow down to think about animation and make well-informed and well-articulated decisions on behalf of the user, it is better that you not attempt it at all. Animation takes energy to perform, and a bad animation is worse than none at all.
It takes more than twelve principles
We always try to draw correlations between disparate things that spark our interest. Recently it feels like more and more people are putting the The Illusion of Life on their reading shelf next to Understanding Comics. These books give us so many useful insights from other industries. However, we should never mistake a website for a comic book or an animated feature film. Some of these concepts, while they help us see our work in a new light, can be more or less relevant to producing said work.
The illusion of life from cento lodigiani on Vimeo.
I am specifically thinking of the twelve principles of animation put forth by Disney studio veterans in that great tome The Illusion of Life. These principles are very useful for making engaging, lifelike animation, like a ball bouncing or a squirrel scampering, or the physics behind how a lightbox should feel transitioning off a page. But they provide no direction at all for when or how something should be animated as part of a greater interactive experience, like how long a drop-down should take to fully extend or if a group of manipulable objects should be animated sequentially or as a whole.
The twelve principles are a great place to start, but we have so much more to learn. I’ve documented at least six more functions of interactive animation that apply to web and app design. When thinking about animation, we should consider why and how, not just what, the physics. Beautiful physics mean nothing if the animation is superfluous or confusing.
Useful and necessary, then beautiful
There is a Shaker saying: “Don’t make something unless it is both necessary and useful; but if it is both necessary and useful, don’t hesitate to make it beautiful.” When it comes to animation and the web, currently there is very little documentation about what makes it useful or necessary. We tend to focus more on the beautiful, the delightful, the aesthetic. And while aesthetics are important, they take a back seat to the user’s overall experience.
The first time I saw the load screen for Pokemon Yellow on my Game Boy, I was enthralled. By the sixth time, I was mashing the start button as soon as Game Freak’s logo hit the screen. What’s delightful and meaningful to us while working on a project is not always so for our users. And even when a purely delightful animation is favorably received, as with Pokemon Yellow’s adorable opening screen, too many repetitions of the cutest but ultimately useless animation, and users start to resent it as a hindrance.
If an animation doesn’t help the user in some way, by showing them where they are or how two elements on a page relate to each other, then it’s using up battery juice and processing cycles solely for the purpose of delight. Hardly the best use of resources.
Rather than animating solely for the sake of delight, we should first be able to articulate two things the animation does for the user. As an example, take this menu icon from Finethought.com (found via Use Your Interface). The menu icon does two things when clicked:
It gives the user feedback by animating, letting the user know its been clicked.
It demonstrates its changed relationship to the page’s content by morphing into a close button.
Assuming we have two good reasons to animate something, there is no reason our third cannot be to delight the user.
Go four times faster
There is a rule of thumb in the world of traditional animation which is applicable to web animation: however long you think your animation should last, take that time and halve it. Then halve it again! When we work on an animation for hours, our sense of time dilates. What seems fast to us is actually unbearably slow for most users. In fact, the most recent criticism from users of animated interfaces on websites seems to be, “It’s so slow!” A good animation is unobtrusive, and that often means running fast.
When getting your animations ready for prime time, reduce those durations to 25% of their original speed: a four-second fade out should be over in one.
Install a kill switch
No matter how thoughtful and necessary an animation, there will be people who become physically sick from seeing it. For these people, we must add a way to turn off animations on the website.
Fortunately, web designers are already thinking of ways to empower users to make their own decisions about how they experience the web. As an example, this site for the animated film Little from the Fish Shop allows users to turn off most of the parallax effects. While it doesn’t remove the animation entirely, this website does reduce the most nauseating of the animations.
Animation is a powerful tool in our web design arsenal. But we must take care: if we abuse animation it might get a bad reputation; if we underestimate it, it won’t be prioritized. But if we wield it thoughtfully, use it where it is both necessary and useful, and empower users to turn it off, animation is a tool that will help us build things that are easier to use and more delightful for years to come.
Let’s make 2015 the year web animation went to work for users. |
2014 |
Rachel Nabors |
rachelnabors |
2014-12-14T00:00:00+00:00 |
https://24ways.org/2014/five-ways-to-animate-responsibly/ |
ux |
| 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 |
| 35 |
SEO in 2015 (and Why You Should Care) |
If your business is healthy, you can always find plenty of reasons to leave SEO on your to-do list in perpetuity. After all, SEO is technical, complicated, time-consuming and potentially dangerous. The SEO industry is full of self-proclaimed gurus whose lack of knowledge can be deadly. There’s the terrifying fact that even if you dabble in SEO in the most gentle and innocent way, you might actually end up in a worse state than you were to begin with.
To make matters worse, Google keeps changing the rules. There have been a bewildering number of major updates, which despite their cuddly names have had a horrific impact on website owners worldwide.
Fear aside, there’s also the issue of time. It’s probably tricky enough to find the time to read this article. Setting up, planning and executing an SEO campaign might well seem like an insurmountable obstacle.
So why should you care enough about SEO to do it anyway?
The main reason is that you probably already see between 30% and 60% of your website traffic come from the search engines. That might make you think that you don’t need to bother, because you’re already doing so well. But you’re almost certainly wrong.
If you have a look through the keyword data in your Google Webmaster Tools account, you’ll probably see that around 30–50% of the keywords used to find your website are brand names – the names of your products or companies. These are searches carried out by people who already know about you. But the people who don’t know who you are but are searching for what you sell aren’t finding you right now. This is your opportunity.
If a person goes looking for a company or product by name, Google will steer them towards what they’re looking for. Their intelligence does have limits, however, and even though they know your name they won’t be completely clear about what you sell. That’s where SEO would come in.
Still need more convincing? How about the fact that the seeming complexities of SEO mean that your competition are almost certainly neglecting it too. They have the same reservations as you about complexity, time and danger, and hopefully they aren’t reading this article and so are none the wiser of the well-kept secret: that 70% of SEO is easy.
I’m going to lead you through what you need to do to tap into that stream of people looking for what you sell right now.
What is real SEO?
Real SEO is all about helping Google understand the content of your website. It’s about steering, guiding and assisting Google. Not manipulating it.
It’s easy to assume that Google already understands the content and relevance of each and every page on your website, but the fact is that it needs a fair amount of hand-holding. Fortunately, helping Google along really isn’t very difficult at all.
Rest assured that real SEO has nothing to do with keyword stuffing, keyword density, hacks, tricks or cunning techniques. If you hear any of these terms from your SEO advisor, run away from them as quickly as you can.
Understanding your current situation – Google Analytics
Before you can do anything to improve your SEO status, you need to get an idea of how you’re already doing. Below is a very quick and easy way of doing so.
1. Open up your Google Analytics account.
2. Click on the date range selector on the top-right of the interface and change the year of the first date to last year. So 12 Dec 2014 will become 12 Dec 2013. Then click on Apply.
3. Click on the All Sessions rectangle towards the top-left, click once on Organic Traffic and click Apply.
4. Click the little black-and-white squares icon that has now appeared under the date selector on the top-right, and drag the slider all the way over to Higher Precision.
5. Change the interval buttons on the top-right of the graph to Week to make this easier to digest.
At this point your graph should look something like this:
It’s worth noting the approximate proportion of your visitors that currently come from organic sources.
6. Click the little downwards arrow to the right of the All Sessions rectangle and choose Remove, so that we’re only looking at the organic traffic on its own.
7. Click on Select a metric next to the Sessions button above the graph and select Pages / Session. You should then see something like this:
In the example above we can see that the quantity of traffic has been increasing since the middle of August, but the quality of the traffic (as measured by the number of pages per session) has fallen significantly.
How you choose to view this is down to your own graph, recent history and interpretation of events, but this should give you an indication of how things stand at the present time. Trends are often much more revealing than a snapshot of a brief moment in time.
Your Google Webmaster Tools data
If you’re not very familiar with your Google Webmaster Tools account, it’s really worth taking ten to fifteen minutes to see what’s on offer. I can’t recommend this enough. From the point of view of an SEO health check, I’d advise you to look into the HTML Improvements, Crawl Errors and Crawl Stats, and most importantly the Search Queries.
From what you see here and the trends shown in your Analytics data, you should now have a good idea of your current status. If you want to explore further, I recommend Screaming Frog as a good diagnostics tool, or Botify if your website is large or unusually complex.
Combining the data into something useful
Your Google Analytics session will have shown you how you’re doing from an SEO point of view in terms of the quantity and, to some extent, the quality of your visitors. But it’s only showing you what is already working. In other words: the people who are finding you on the search engines, and clicking on your links.
The Google Webmaster Tools search query data, on the other hand, will give you a better idea of what isn’t working. It will show you the keyword searches that are getting you listed in the results, but which aren’t necessarily getting clicked. And it doesn’t take much by the way of expertise to see why.
For example, if you see your targeted keyword, which you feel is extremely relevant, has generated over 2,000 impressions in the last month but produced only two clicks, you’ll probably find a very low average position. Bear in mind that an average position of fourteen will mean being around halfway down the second page of results. Think about how rarely you go beyond the first two or three listings, never mind to the second page of results, and you’ll understand why the click-through rate is so low.
So now you have an idea of what you’re being found for at the present time. But what about the other terms?
What would you like to be found for?
This is one of the more common SEO mistakes, on a number of different levels.
Many businesses assume that they don’t need to worry about keyword research. They think they know what terms people use to find what they sell, and they also assume that Google understands the content on their website. This is incorrect on all counts.
A better starting point is to brainstorm a small number of your most obvious keywords, then run them through Google’s Keyword Planner. Ignore the information in the Ad group ideas tab, and instead go straight to the Keyword ideas tab. Rather than wade through the very unfriendly interface, I recommend downloading the data as a spreadsheet, in which not only is more detail included, but you can also slice, dice, sort and report the data as required.
From there you can delete all the irrelevant columns, and start working your way through the list, deleting any irrelevant keywords as you go along.
It’s around this stage that you may hit a problem in terms of where to focus your efforts. The number of reported searches for a given keyword is of course important, but so is the level of competition. Ideally, you’d like keywords with plenty of searches but not too much competition.
I personally like to factor both together by adding a column that simply divides the number of searches squared by the level of competition:
(number of searches × number of searches) ÷ competition
There are plenty of alternatives to this basic formula, but I like it for ease of use and simplicity. Once I’ve added this column, I then sort the data by this value (largest to smallest) and I then only usually need ten to fifteen keywords at most to give me plenty of ideas to work with.
This is a slightly involved but effective methodology for keyword research, as what you’re left with is a list of keywords that both Google and you consider to be relevant to the content of your website. And relevance is an important concept in SEO.
Real SEO keyword research is about making sure that your customers, website and Google are all in agreement and alignment over the content of your website. Other sources of inspiration and ideas include having a look at what terms your competition are targeting, Google Trends and, of course, Google Suggest. If you’re not sure where to find these things, you can probably work out where to search for them!
If you want to dive further into understanding your current search engine status, search for some of the better keywords that you just discovered and see where you rank compared to your competition. Note that it’s vital to avoid Google serving up personalised results, so either use the privacy, incognito or anonymous mode of your browser for the searches, or use a browser that you don’t normally use. I hope this is Internet Explorer. If what you find isn’t great, don’t despair: everything in SEO is fixable (terms and conditions may apply).
Putting it all together
You should now have a good idea of where things stand with your current search engine traffic, and a solid list of keywords that you’re not getting visitors for but very much want.
All that’s left now is to work out how to use these keywords. But before we do, let’s take a quick step back.
If you have in any way kept up with what’s been happening in SEO over the last couple of years, you’ll have probably heard about Google updates with names like Panda, Hummingbird, Phantom, Pirate and more.
I won’t go into the technical details of what Google is doing, but it is important to understand why they’re trying to do it. At the most basic level, Google understands that there’s a very real problem with people who are trying manipulate its index. In response to this, Google is trying to clean up its results. They don’t want people getting fed up with bad results and considering other options – have you even tried Bing?
This is extremely important. Remember earlier when I said that 70% of SEO was easy? That rule still applies. So, for example, if you have a list of keywords that you know are relevant to what you sell, then all you need to do is create great content for them. Incredibly, that’s all there is to it (terms and conditions apply again, unfortunately – see below).
There is, however, one simple rule to be consistently followed without exception: that the content you create should not only be good quality and completely original, but it should also be written primarily for the human visitor and not the search engine spider.
In other words, if you create some fantastic content for a keyword like “choosing a small business HR service”, then the article should not only make perfect sense if read out loud (as opposed to the same phrase being repeated fifteen times), but also provide real value to the person reading it.
So the process is simple:
Choose your keywords
Create spectacular content
Wait. Is it really that simple?
Unfortunately there’s a lot more to the other 30% of SEO than just creating great content and waiting for the visitors. There are issues like helping Google understand the content on your pages and website, incoming links, page authority, domain authority, usage patterns, spam factors, canonical issues and much more.
But there’s the often overlooked fact about Google: it actually does a reasonable job of working out what’s on your website and (to some extent) understanding the gist of it. If you’ve never done any SEO on your website but still get some traffic from Google, this is why.
Even without dabbling in the other 30% of SEO, by creating the right content for the right visitors using the precise language and terminology that your potential customers are using, you’re significantly better off than your competition. And you can only gain from this.
When you’ve checked this off your to-do list and made it an ingrained part of your content creation process, then you’re ready to delve into the other 30% of SEO. The not-so-easy side.
Until then, work on understanding your current situation, exploring the opportunities, creating a list of good keywords, creating the right content for them, and starting 2015 with a little bit of smart, safe and real SEO. |
2014 |
Dave Collins |
davecollins |
2014-12-15T00:00:00+00:00 |
https://24ways.org/2014/seo-in-2015-and-why-you-should-care/ |
business |
| 36 |
Naming Things |
There are only two hard things in computer science: cache invalidation and naming things.
Phil Karlton
Being a professional web developer means taking responsibility for the code you write and ensuring it is comprehensible to others. Having a documented code style is one means of achieving this, although the size and type of project you’re working on will dictate the conventions used and how rigorously they are enforced.
Working in-house may mean working with multiple developers, perhaps in distributed teams, who are all committing changes – possibly to a significant codebase – at the same time. Left unchecked, this codebase can become unwieldy. Coding conventions ensure everyone can contribute, and help build a product that works as a coherent whole.
Even on smaller projects, perhaps working within an agency or by yourself, at some point the resulting product will need to be handed over to a third party. It’s sensible, therefore, to ensure that your code can be understood by those who’ll eventually take ownership of it.
Put simply, code is read more often than it is written or changed. A consistent and predictable naming scheme can make code easier for other developers to understand, improve and maintain, presumably leaving them free to worry about cache invalidation.
Let’s talk about semantics
Names not only allow us to identify objects, but they can also help us describe the objects being identified.
Semantics (the meaning or interpretation of words) is the cornerstone of standards-based web development. Using appropriate HTML elements allows us to create documents and applications that have implicit structural meaning. Thanks to HTML5, the vocabulary we can choose from has grown even larger.
HTML elements provide one level of meaning: a widely accepted description of a document’s underlying structure. It’s only with the mutual agreement of browser vendors and developers that <p> indicates a paragraph.
Yet (with the exception of widely accepted microdata and microformat schemas) only HTML elements convey any meaning that can be parsed consistently by user agents. While using semantic values for class names is a noble endeavour, they provide no additional information to the visitor of a website; take them away and a document will have exactly the same semantic value.
I didn’t always think this was the case, but the real world has a habit of changing your opinion. Much of my thinking around semantics has been informed by the writing of my peers. In “About HTML semantics and front-end architecture”, Nicholas Gallagher wrote:
The important thing for class name semantics in non-trivial applications is that they be driven by pragmatism and best serve their primary purpose – providing meaningful, flexible, and reusable presentational/behavioural hooks for developers to use.
These thoughts are echoed by Harry Roberts in his CSS Guidelines:
The debate surrounding semantics has raged for years, but it is important that we adopt a more pragmatic, sensible approach to naming things in order to work more efficiently and effectively. Instead of focussing on ‘semantics’, look more closely at sensibility and longevity – choose names based on ease of maintenance, not for their perceived meaning.
Naming methodologies
Front-end development has undergone a revolution in recent years. As the projects we’ve worked on have grown larger and more important, our development practices have matured. The pros and cons of object-orientated approaches to CSS can be endlessly debated, yet their introduction has highlighted the usefulness of having documented naming schemes.
Jonathan Snook’s SMACSS (Scalable and Modular Architecture for CSS) collects style rules into five categories: base, layout, module, state and theme. This grouping makes it clear what each rule does, and is aided by a naming convention:
By separating rules into the five categories, naming convention is beneficial for immediately understanding which category a particular style belongs to and its role within the overall scope of the page. On large projects, it is more likely to have styles broken up across multiple files. In these cases, naming convention also makes it easier to find which file a style belongs to.
I like to use a prefix to differentiate between layout, state and module rules. For layout, I use l- but layout- would work just as well. Using prefixes like grid- also provide enough clarity to separate layout styles from other styles. For state rules, I like is- as in is-hidden or is-collapsed. This helps describe things in a very readable way.
SMACSS is more a set of suggestions than a rigid framework, so its ideas can be incorporated into your own practice. Nicholas Gallagher’s SUIT CSS project is far more strict in its naming conventions:
SUIT CSS relies on structured class names and meaningful hyphens (i.e., not using hyphens merely to separate words). This helps to work around the current limits of applying CSS to the DOM (i.e., the lack of style encapsulation), and to better communicate the relationships between classes.
Over the last year, I’ve favoured a BEM-inspired approach to CSS. BEM stands for block, element, modifier, which describes the three types of rule that contribute to the style of a single component. This means that, given the following markup:
<ul class=“sleigh”>
<li class=“sleigh__reindeer sleigh__reindeer––famous”>Rudolph</li>
<li class=“sleigh__reindeer”>Dasher</li>
<li class=“sleigh__reindeer”>Dancer</li>
<li class=“sleigh__reindeer”>Prancer</li>
<li class=“sleigh__reindeer”>Vixen</li>
<li class=“sleigh__reindeer”>Comet</li>
<li class=“sleigh__reindeer”>Cupid</li>
<li class=“sleigh__reindeer”>Dunder</li>
<li class=“sleigh__reindeer”>Blixem</li>
</ul>
I know that:
.sleigh is a containing block or component.
.sleigh__reindeer is used only as a descendent element of .sleigh.
.sleigh__reindeer––famous is used only as a modifier of .sleigh__reindeer.
With this naming scheme in place, I know which styles relate to a particular component, and which are shared. Beyond reducing specificity-related head-scratching, this approach has given me a framework within which I can consistently label items, and has sped up my workflow considerably.
Each of these methodologies shows that any robust CSS naming convention will have clear rules around case (lowercase, camelCase, PascalCase) and the use of special (allowed) characters like hyphens and underscores.
What makes for a good name?
Regardless of higher-level conventions, there’s no getting away from the fact that, at some point, we’re still going to have to name things. Recognising that classes should be named with other developers in mind, what makes for a good name?
Understandable
The most important aspect is for a name to be understandable. Words used in your project may come from a variety of sources: some may be widely understood, and others only be recognised by people working within a particular environment.
Culture
Most words you’ll choose will have common currency outside the world of web development, although they may have a particular interpretation among developers (think menu, list, input). However, words may have a narrower cultural significance; for example, in Germany and other German-speaking countries, impressum is the term used for legally mandated statements of ownership.
Industry
Industries often use specific terms to describe common business practices and concepts. Publishing has a number of these (headline, standfirst, masthead, colophon…) all have well understood meanings – and not all of them are relevant to online usage.
Organisation
Companies may have internal names (or nicknames) for their products and services. The Guardian is rife with such names: bisons (and buffalos), pixies (and super-pixies), bentos (and mini-bentos)… all of which mean something very different outside the organisation. Although such names can be useful inside smaller teams, in larger organisations they can become a barrier to entry, a sort of secret code used among employees who have been around long enough to know what they mean.
Product
Your team will undoubtedly have created names for specific features or interface components used in your product. For example, at Clearleft we coined the term gravigation for a navigation bar that was pinned to the bottom of the viewport. Elements of a visual design language may have names, too. Transport for London’s bar and circle logo is known internally as the roundel, while Nike’s logo is called the swoosh. Branding agencies often christen colours within a brand palette, too, either to evoke aspects of the identity or to indicate intended usage.
Once you recognise the origin of the words you use, you’ll be better able to judge their appropriateness. Using Latin words for class names may satisfy a need to use semantic-sounding terms but, unless you work in a company whose employees have a basic grasp of Latin, a degree of translation will be required. Military ranks might be a clever way of declaring sizes without implying actual values, but I’d venture most people outside the armed forces don’t know how they’re ordered.
Obvious
Quite often, the first name that comes into your head will be the best option. Names that obliquely reference the function of a class (e.g. receptacle instead of container, kevlar instead of no-bullets) only serve to add an additional layer of abstraction. Don’t overthink it!
One way of knowing if the names you use are well understood is to look at what similar concepts are called in existing vocabularies. schema.org, Dublin Core and the BBC’s ontologies are all useful sources for object names.
Functional
While we’ve learned to avoid using presentational classes, there remains a tension between naming things based on their content, and naming them for their intended presentation or behaviour (which may change at different breakpoints). Rather than think about a component’s appearance or behaviour, instead look to its function, its purpose. To clarify, ask what a component’s function is, and not how the component functions.
For example, the Guardian’s internal content system uses the following names for different types of image placement: supporting, showcase and thumbnail, with inline being the default. These options make no promise of the resulting position on a webpage (or smartphone app, or television screen…), but do suggest intended use, and therefore imply the likely presentation.
Consistent
Being consistent in your approach to names will allow for easier naming of successive components, and extending the vocabulary when necessary. For example, a predictably named hierarchy might use names like primary and secondary. Should another level need to be added, tertiary is clearly be preferred over third.
Appropriate
Your project will feature a mix of style rules. Some will perform utility functions (clearing floats, removing bullets from a list, reseting margins), while others will perform specific functions used only once or twice in a project. Names should reflect this. For commonly used classes, be generic; for unique components be more specific.
It’s also worth remembering that you can use multiple classes on an element, so combining both generic and specific can give you a powerful modular design system:
Generic: list
Specific: naughty-children
Combined: naughty-children list
If following the BEM methodology, you might use the following classes:
Generic: list
Specific: list––nice-children
Combined: list list––nice-children
Extensible
Good naming schemes can be extended. One way of achieving this is to use namespaces, which are basically a way of grouping related names under a higher-level term.
Microformats are a good example of a well-designed naming scheme, with many of its vocabularies taking property names from existing and related specifications (e.g. hCard is a 1:1 representation of vCard). Microformats 2 goes one step further by grouping properties under several namespaces:
h-* for root class names (e.g. h-card)
p-* for simple (text) properties (e.g. p-name)
u-* for URL properties (e.g. u-photo)
dt-* for date/time properties (e.g. dt-bday)
e-* for embedded markup properties (e.g. e-note)
The inclusion of namespaces is a massive improvement over the earlier specification, but the downside is that microformats now occupy five separate namespaces. This might be problematic if you are using u-* for your utility classes. While nothing will break, your naming system won’t be as robust, so plan accordingly.
(Note: Microformats perform a very specific function, separate from any presentational concerns. It’s therefore considered best practice to not use microformat classes as styling hooks, but instead use additional classes that relate to the function of the component and adhere to your own naming conventions.)
Short
Names should be as long as required, but no longer. When looking for words to describe a particular function, I try to look for single words where possible. Avoid abbreviations unless they are understood within the contexts described above. rrp is fine if labelling a recommended retail price in an online shop, but not very helpful if used to mean ragged-right paragraph, for example.
Fun!
Finally, names can be an opportunity to have some fun! Names can give character to a project, be it by providing an outlet for in-jokes or adding little easter eggs for those inclined to look.
The copyright statement on Apple’s website has long been named sosumi, a word that has a nice little history inside Apple. Until recently, the hamburger menu icon on the Guardian website was labelled honest-burger, after the developer’s favourite burger restaurant.
A few thoughts on preprocessors
CSS preprocessors have solved a lot of problems, but they have an unfortunate downside: they require you to name yet more things! Whereas we needed to worry only about style rules, now we need names for variables, mixins, functions… oh my!
A second article could be written about naming these, so for now I’ll offer just a few thoughts. The first is to note that preprocessors make it easier to change things, as they allow for DRYer code. So while the names of variables are important (and the advice in this article still very much applies), you can afford to relax a little.
Looking to name colour variables? If possible, find out if colours have been assigned names in a brand palette. If not, use obvious names (based on appearance or function, depending on your preference) and adapt as the palette grows. If it becomes difficult to name colours that are too similar, I’d venture that the problem lies with the design rather than the naming scheme.
The same is true for responsive breakpoints. Preprocessors allow you to move awkward naming conventions out of the markup and into the CSS. Although terms like mobile, tablet and desktop are not desirable given the need to think about device-agnostic design, if these terms are widely understood within a product team and among stakeholders, using them will ensure everyone is using the same language (they can always be changed later).
It still feels like we’re at the very beginning of understanding how preprocessors fit into a development workflow, if at all! I suspect over the next few years, best practices will emerge for all of these considerations. In the meantime, use your brain!
Even with sensible rules and conventions in place, naming things can remain difficult, but hopefully I’ve made this exercise a little less painful. Christmas is a time of giving, so to the developer reading your code in a year’s time, why not make your gift one of clearer class names. |
2014 |
Paul Lloyd |
paulrobertlloyd |
2014-12-21T00:00:00+00:00 |
https://24ways.org/2014/naming-things/ |
code |
| 37 |
JavaScript Modules the ES6 Way |
JavaScript admittedly has plenty of flaws, but one of the largest and most prominent is the lack of a module system: a way to split up your application into a series of smaller files that can depend on each other to function correctly.
This is something nearly all other languages come with out of the box, whether it be Ruby’s require, Python’s import, or any other language you’re familiar with. Even CSS has @import! JavaScript has nothing of that sort, and this has caused problems for application developers as they go from working with small websites to full client-side applications. Let’s be clear: it doesn’t mean the new module system in the upcoming version of JavaScript won’t be useful to you if you’re building smaller websites rather than the next Instagram.
Thankfully, the lack of a module system will soon be a problem of the past. The next version of JavaScript, ECMAScript 6, will bring with it a full-featured module and dependency management solution for JavaScript. The bad news is that it won’t be landing in browsers for a while yet – but the good news is that the specification for the module system and how it will look has been finalised. The even better news is that there are tools available to get it all working in browsers today without too much hassle. In this post I’d like to give you the gift of JS modules and show you the syntax, and how to use them in browsers today. It’s much simpler than you might think.
What is ES6?
ECMAScript is a scripting language that is standardised by a company called Ecma International. JavaScript is an implementation of ECMAScript. ECMAScript 6 is simply the next version of the ECMAScript standard and, hence, the next version of JavaScript. The spec aims to be fully comfirmed and complete by the end of 2014, with a target initial release date of June 2015. It’s impossible to know when we will have full feature support across the most popular browsers, but already some ES6 features are landing in the latest builds of Chrome and Firefox. You shouldn’t expect to be able to use the new features across browsers without some form of additional tooling or library for a while yet.
The ES6 module spec
The ES6 module spec was fully confirmed in July 2014, so all the syntax I will show you in this article is not expected to change. I’ll first show you the syntax and the new APIs being added to the language, and then look at how to use them today. There are two parts to the new module system. The first is the syntax for declaring modules and dependencies in your JS files, and the second is a programmatic API for loading in modules manually. The first is what most people are expected to use most of the time, so it’s what I’ll focus on more.
Module syntax
The key thing to understand here is that modules have two key components. First, they have dependencies. These are things that the module you are writing depends on to function correctly. For example, if you were building a carousel module that used jQuery, you would say that jQuery is a dependency of your carousel. You import these dependencies into your module, and we’ll see how to do that in a minute. Second, modules have exports. These are the functions or variables that your module exposes publicly to anything that imports it. Using jQuery as the example again, you could say that jQuery exports the $ function. Modules that depend on and hence import jQuery get access to the $ function, because jQuery exports it.
Another important thing to note is that when I discuss a module, all I really mean is a JavaScript file. There’s no extra syntax to use other than the new ES6 syntax. Once ES6 lands, modules and files will be analogous.
Named exports
Modules can export multiple objects, which can be either plain old variables or JavaScript functions. You denote something to be exported with the export keyword:
export function double(x) {
return x + x;
};
You can also store something in a variable then export it. If you do that, you have to wrap the variable in a set of curly braces.
var double = function(x) {
return x + x;
}
export { double };
A module can then import the double function like so:
import { double } from 'mymodule';
double(2); // 4
Again, curly braces are required around the variable you would like to import. It’s also important to note that from 'mymodule' will look for a file called mymodule.js in the same directory as the file you are requesting the import from. There is no need to add the .js extension.
The reason for those extra braces is that this syntax lets you export multiple variables:
var double = function(x) {
return x + x;
}
var square = function(x) {
return x * x;
}
export { double, square }
I personally prefer this syntax over the export function …, but only because it makes it much clearer to me what the module exports. Typically I will have my export {…} line at the bottom of the file, which means I can quickly look in one place to determine what the module is exporting.
A file importing both double and square can do so in just the way you’d expect:
import { double, square } from 'mymodule';
double(2); // 4
square(3); // 9
With this approach you can’t easily import an entire module and all its methods. This is by design – it’s much better and you’re encouraged to import just the functions you need to use.
Default exports
Along with named exports, the system also lets a module have a default export. This is useful when you are working with a large library such as jQuery, Underscore, Backbone and others, and just want to import the entire library. A module can define its default export (it can only ever have one default export) like so:
export default function(x) {
return x + x;
}
And that can be imported:
import double from 'mymodule';
double(2); // 4
This time you do not use the curly braces around the name of the object you are importing. Also notice how you can name the import whatever you’d like. Default exports are not named, so you can import them as anything you like:
import christmas from 'mymodule';
christmas(2); // 4
The above is entirely valid.
Although it’s not something that is used too often, a module can have both named exports and a default export, if you wish.
One of the design goals of the ES6 modules spec was to favour default exports. There are many reasons behind this, and there is a very detailed discussion on the ES Discuss site about it. That said, if you find yourself preferring named exports, that’s fine, and you shouldn’t change that to meet the preferences of those designing the spec.
Programmatic API
Along with the syntax above, there is also a new API being added to the language so you can programmatically import modules. It’s pretty rare you would use this, but one obvious example is loading a module conditionally based on some variable or property. You could easily import a polyfill, for example, if the user’s browser didn’t support a feature your app relied on. An example of doing this is:
if(someFeatureNotSupported) {
System.import('my-polyfill').then(function(myPolyFill) {
// use the module from here
});
}
System.import will return a promise, which, if you’re not familiar, you can read about in this excellent article on HTMl5 Rocks by Jake Archibald. A promise basically lets you attach callback functions that are run when the asynchronous operation (in this case, System.import), is complete.
This programmatic API opens up a lot of possibilities and will also provide hooks to allow you to register callbacks that will run at certain points in the lifetime of a module. Those hooks and that syntax are slightly less set in stone, but when they are confirmed they will provide really useful functionality. For example, you could write code that would run every module that you import through something like JSHint before importing it. In development that would provide you with an easy way to keep your code quality high without having to run a command line watch task.
How to use it today
It’s all well and good having this new syntax, but right now it won’t work in any browser – and it’s not likely to for a long time. Maybe in next year’s 24 ways there will be an article on how you can use ES6 modules with no extra work in the browser, but for now we’re stuck with a bit of extra work.
ES6 module transpiler
One solution is to use the ES6 module transpiler, a compiler that lets you write your JavaScript using the ES6 module syntax (actually a subset of it – not quite everything is supported, but the main features are) and have it compiled into either CommonJS-style code (CommonJS is the module specification that NodeJS and Browserify use), or into AMD-style code (the spec RequireJS uses). There are also plugins for all the popular build tools, including Grunt and Gulp.
The advantage of using this transpiler is that if you are already using a tool like RequireJS or Browserify, you can drop the transpiler in, start writing in ES6 and not worry about any additional work to make the code work in the browser, because you should already have that set up already. If you don’t have any system in place for handling modules in the browser, using the transpiler doesn’t really make sense. Remember, all this does is convert ES6 module code into CommonJS- or AMD-compliant JavaScript. It doesn’t do anything to help you get that code running in the browser, but if you have that part sorted it’s a really nice addition to your workflow. If you would like a tutorial on how to do this, I wrote a post back in June 2014 on using ES6 with the ES6 module transpiler.
SystemJS
Another solution is SystemJS. It’s the best solution in my opinion, particularly if you are starting a new project from scratch, or want to use ES6 modules on a project where you have no current module system in place. SystemJS is a spec-compliant universal module loader: it loads ES6 modules, AMD modules, CommonJS modules, as well as modules that just add a variable to the global scope (window, in the browser).
To load in ES6 files, SystemJS also depends on two other libraries: the ES6 module loader polyfill; and Traceur. Traceur is best accessed through the bower-traceur package, as the main repository doesn’t have an easy to find downloadable version. The ES6 module load polyfill implements System.import, and lets you load in files using it. Traceur is an ES6-to-ES5 module loader. It takes code written in ES6, the newest version of JavaScript, and transpiles it into ES5, the version of JavaScript widely implemented in browsers. The advantage of this is that you can play with the new features of the language today, even though they are not supported in browsers. The drawback is that you have to run all your files through Traceur every time you save them, but this is easily automated. Additionally, if you use SystemJS, the Traceur compilation is done automatically for you.
All you need to do to get SystemJS running is to add a <script> element to load SystemJS into your webpage. It will then automatically load the ES6 module loader and Traceur files when it needs them. In your HTML you then need to use System.import to load in your module:
<script>
System.import('./app');
</script>
When you load the page, app.js will be asynchronously loaded. Within app.js, you can now use ES6 modules. SystemJS will detect that the file is an ES6 file, automatically load Traceur, and compile the file into ES5 so that it works in the browser. It does all this dynamically in the browser, but there are tools to bundle your application in production, so it doesn’t make a lot of requests on the live site. In development though, it makes for a really nice workflow.
When working with SystemJS and modules in general, the best approach is to have a main module (in our case app.js) that is the main entry point for your application. app.js should then be responsible for loading all your application’s modules. This forces you to keep your application organised by only loading one file initially, and having the rest dealt with by that file.
SystemJS also provides a workflow for bundling your application together into one file.
Conclusion
ES6 modules may be at least six months to a year away (if not more) but that doesn’t mean they can’t be used today. Although there is an overhead to using them now – with the work required to set up SystemJS, the module transpiler, or another solution – that doesn’t mean it’s not worthwhile. Using any module system in the browser, whether that be RequireJS, Browserify or another alternative, requires extra tooling and libraries to support it, and I would argue that the effort to set up SystemJS is no greater than that required to configure any other tool. It also comes with the extra benefit that when the syntax is supported in browsers, you get a free upgrade. You’ll be able to remove SystemJS and have everything continue to work, backed by the native browser solution.
If you are starting a new project, I would strongly advocate using ES6 modules. It is a syntax and specification that is not going away at all, and will soon be supported in browsers. Investing time in learning it now will pay off hugely further down the road.
Further reading
If you’d like to delve further into ES6 modules (or ES6 generally) and using them today, I recommend the following resources:
ECMAScript 6 modules: the final syntax by Axel Rauschmayer
Practical Workflows for ES6 Modules by Guy Bedford
ECMAScript 6 resources for the curious JavaScripter by Addy Osmani
Tracking ES6 support by Addy Osmani
ES6 Tools List by Addy Osmani
Using Grunt and the ES6 Module Transpiler by Thomas Boyt
JavaScript Modules and Dependencies with jspm by myself
Using ES6 Modules Today by Guy Bedford |
2014 |
Jack Franklin |
jackfranklin |
2014-12-03T00:00:00+00:00 |
https://24ways.org/2014/javascript-modules-the-es6-way/ |
code |
| 38 |
Websites of Christmas Past, Present and Future |
The websites of Christmas past
The first website was created at CERN. It was launched on 20 December 1990 (just in time for Christmas!), and it still works today, after twenty-four years. Isn’t that incredible?!
Why does this website still work after all this time? I can think of a few reasons.
First, the authors of this document chose HTML. Of course they couldn’t have known back then the extent to which we would be creating documents in HTML, but HTML always had a lot going for it. It’s built on top of plain text, which means it can be opened in any text editor, and it’s pretty readable, even without any parsing.
Despite the fact that HTML has changed quite a lot over the past twenty-four years, extensions to the specification have always been implemented in a backwards-compatible manner. Reading through the 1992 W3C document HTML Tags, you’ll see just how it has evolved. We still have h1 – h6 elements, but I’d not heard of the <plaintext> element before. Despite being deprecated since HTML2, it still works in several browsers. You can see it in action on my website.
As well as being written in HTML, there is no run-time compilation of code; the first website simply consists of HTML files transmitted over the web. Due to its lack of complexity, it stood a good chance of surviving in the turbulent World Wide Web.
That’s all well and good for a simple, static website. But websites created today are increasingly interactive. Many require a login and provide experiences that are tailored to the individual user. This type of dynamic website requires code to be executed somewhere.
Traditionally, dynamic websites would execute such code on the server, and transmit a simple HTML file to the user. As far as the browser was concerned, this wasn’t much different from the first website, as the additional complexity all happened before the document was sent to the browser.
Doing it all in the browser
In 2003, the first single page interface was created at slashdotslash.com. A single page interface or single page app is a website where the page is created in the browser via JavaScript. The benefit of this technique is that, after the initial page load, subsequent interactions can happen instantly, or very quickly, as they all happen in the browser.
When software runs on the client rather than the server, it is often referred to as a fat client. This means that the bulk of the processing happens on the client rather than the server (which can now be thin).
A fat client is preferred over a thin client because:
It takes some processing requirements away from the server, thereby reducing the cost of servers (a thin server requires cheaper, or fewer servers).
They can often continue working offline, provided no server communication is required to complete tasks after initial load.
The latency of internet communications is bypassed after initial load, as interactions can appear near instantaneous when compared to waiting for a response from the server.
But there are also some big downsides, and these are often overlooked:
They can’t work without JavaScript. Obviously JavaScript is a requirement for any client-side code execution. And as the UK Government Digital Service discovered, 1.1% of their visitors did not receive JavaScript enhancements. Of that 1.1%, 81% had JavaScript enabled, but their browsers failed to execute it (possibly due to dropping the internet connection). If you care about 1.1% of your visitors, you should care about the non-JavaScript experience for your website.
The browser needs to do all the processing. This means that the hardware it runs on needs to be fast. It also means that we require all clients to have largely the same capabilities and browser APIs.
The initial payload is often much larger, and nothing will be rendered for the user until this payload has been fully downloaded and executed. If the connection drops at any point, or the code fails to execute owing to a bug, we’re left with the non-JavaScript experience.
They are not easily indexed as every crawler now needs to run JavaScript just to receive the content of the website.
These are not merely edge case issues to shirk off. The first three issues will affect some of your visitors; the fourth affects everyone, including you.
What problem are we trying to solve?
So what can be done to address these issues? Whereas fat clients solve some inherent issues with the web, they seem to create as many problems. When attempting to resolve any issue, it’s always good to try to uncover the original problem and work forwards from there. One of the best ways to frame a problem is as a user story. A user story considers the who, what and why of a need. Here’s a template:
As a {who} I want {what} so that {why}
I haven’t got a specific project in mind, so let’s refer to the who as user. Here’s one that could explain the use of thick clients.
As a user I want the site to respond to my actions quickly so that I get immediate feedback when I do something.
This user story could probably apply to a great number of websites, but so could this:
As a user I want to get to the content quickly, so that I don’t have to wait too long to find out what the site is all about or get the content I need.
A better solution
How can we balance both these user needs? How can we have a website that loads fast, and also reacts fast? The solution is to have a thick server, that serves the complete document, and then a thick client, that manages subsequent actions and replaces parts of the page. What we’re talking about here is simply progressive enhancement, but from the user’s perspective.
The initial payload contains the entire document. At this point, all interactions would happen in a traditional way using links or form elements. Then, once we’ve downloaded the JavaScript (asynchronously, after load) we can enhance the experience with JavaScript interactions. If for whatever reason our JavaScript fails to download or execute, it’s no biggie – we’ve already got a fully functioning website. If an API that we need isn’t available in this browser, it’s not a problem. We just fall back to the basic experience.
This second point, of having some minimum requirement for an enhanced experience, is often referred to as cutting the mustard, first used in this sense by the BBC News team. Essentially it’s an if statement like this:
if('querySelector' in document
&& 'localStorage' in window
&& 'addEventListener' in window) {
// bootstrap the JavaScript application
}
This code states that the browser must support the following methods before downloading and executing the JavaScript:
document.querySelector (can it find elements by CSS selectors)
window.localStorage (can it store strings)
window.addEventListener (can it bind to events in a standards-compliant way)
These three properties are what the BBC News team decided to test for, as they are present in their website’s JavaScript. Each website will have its own requirements. The last method, window.addEventListener is in interesting one. Although it’s simple to bind to events on IE8 and earlier, these browsers have very inconsistent support for standards. Making any JavaScript-heavy website work on IE8 and earlier is a painful exercise, and comes at a cost to all users on other browsers, as they’ll download unnecessary code to patch support for IE.
JavaScript API support by browser.
I discovered that IE8 supports 12% of the current JavaScript APIs, while IE9 supports 16%, and IE10 51%. It seems, then, that IE10 could be the earliest version of IE that I’d like to develop JavaScript for. That doesn’t mean that users on browsers earlier than 10 can’t use the website. On the contrary, they get the core experience, and because it’s just HTML and CSS, it’s much more likely to be bug-free, and could even provide a better experience than trying to run JavaScript in their browser. They receive the thin client experience.
By reducing the number of platforms that our enhanced JavaScript version supports, we can better focus our efforts on those platforms and offer an even greater experience to those users. But we can only do that if we use progressive enhancement. Otherwise our website would be completely broken for all other users.
So what we have is a thick server, capable of serving the entire website to our users, complete with all core functionality needed for our users to complete their tasks; and we have a thick client on supported browsers, which can bring an even greater experience to those users.
This is all transparent to users. They may notice that the website seems snappier on the new iPhone they received for Christmas than on the Windows 7 machine they got five years ago, but then they probably expected it to be faster on their iPhone anyway.
Isn’t this just more work?
It’s true that making a thick server and a thick client is more work than just making one or the other. But there are some big advantages:
The website works for everyone.
You can decide when users get the enhanced experience.
You can enhance features in an iterative (or agile) manner.
When the website breaks, it doesn’t break down.
The more you practise this approach, the quicker you will become.
The websites of Christmas present
The best way to discover websites using this technique of progressive enhancement is to disable JavaScript and see if the website breaks. I use the Web Developer extension, which is available for Chrome and Firefox. It lets me quickly disable JavaScript.
Web Developer extension.
24 ways works with and without JavaScript. Try using the menu icon to view the navigation. Without JavaScript, it’s a jump link to the bottom of the page, but with JavaScript, the menu slides in from the right.
24 ways navigation with JavaScript disabled.
24 ways navigation with working JavaScript.
Google search will also work without JavaScript. You won’t get instant search results or any prerendering, because those are enhancements.
For a more app-like example, try using Twitter. Without JavaScript, it still works, and looks nearly identical. But when you load JavaScript, links open in modal windows and all pages are navigated much quicker, as only the content that has changed is loaded. You can read about how they achieved this in Twitter’s blog posts Improving performance on twitter.com and Implementing pushState for twitter.com.
Unfortunately Facebook doesn’t use progressive enhancement, which not only means that the website doesn’t work without JavaScript, but it takes longer to load. I tested it on WebPagetest and if you compare the load times of Twitter and Facebook, you’ll notice that, despite putting similar content on the page, Facebook takes two and a half times longer to render the core content on the page.
Facebook takes two and a half times longer to load than Twitter.
Websites of Christmas yet to come
Every project is different, and making a website that enjoys a long life, or serves a larger number of users may or may not be a high priority. But I hope I’ve convinced you that it certainly is possible to look to the past and future simultaneously, and that there can be significant advantages to doing so. |
2014 |
Josh Emerson |
joshemerson |
2014-12-08T00:00:00+00:00 |
https://24ways.org/2014/websites-of-christmas-past-present-and-future/ |
code |
| 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 |
| 40 |
Don’t Push Through the Pain |
In 2004, I lost my web career. In a single day, it was gone. I was in too much pain to use a keyboard, a Wacom tablet (I couldn’t even click the pen), or a trackball. Switching my mouse to use my left (non-dominant) hand only helped a bit; then that hand went, too. I tried all the easy-to-find equipment out there, except for expensive gizmos with foot pedals. I had tingling in my fingers—which, when I was away from the computer, would rhythmically move as if some other being controlled them. I worried about Parkinson’s because the movements were so dramatic. Pen on paper was painful. Finally, I discovered one day that I couldn’t even turn a doorknob.
The only highlight was that I couldn’t dust, scrub, or vacuum. We were forced to hire someone to come in once a week for an hour to whip through the house. You can imagine my disappointment.
My injuries had gradually slithered into my life without notice. I’d occasionally have sore elbows, or my wrist might ache for a day, or my shoulders feel tight. But nothing to keyboard home about. That’s the critical bit of news. One day, you’re pretty fine. The next day, you don’t have your job—or any job that requires the use of your hands and wrists.
I had to walk away from the computer for over four months—and partially for several months more. That’s right: no income. If I hadn’t found a gifted massage therapist, the right book of stretches, the equipment I should have been using all along, and learned how to pay attention to my body—even just a little bit more—I quite possibly wouldn’t be writing this article today. I wouldn’t be writing anything, anywhere.
Most of us have heard of (and even claimed to have read all of) Mihaly Csikszentmihalyi, author of Flow: The Psychology of Optimal Experience, who describes the state of flow—the place our minds go when we are fully engaged and in our element. This lovely state of highly focused activity is deeply satisfying, often creative, and quite familiar to many of us on the web who just can’t quit until the copy sings or the code is untangled or we get our highest score yet in Angry Birds. Our minds may enter that flow, but too often as our brains take flight, all else recedes. And we leave something very important behind.
Our bodies.
My body wasn’t made to make the same minute movements thousands of times a day, most days of the year, for decades, and neither was yours. The wear and tear sneaks up on you, especially if you’re the obsessive perfectionist that we all pretend not to be. Oh? You’re not obsessed? I wasn’t like this all the time, but I remember sitting across from my husband, eating dinner, and I didn’t hear a word he said. I’d left my brain upstairs in my office, where it was wrestling in a death match with the box model or, God help us all, IE 5.2. I was a writer, too, and I was having my first inkling that I was a content strategist. Work was exciting. I could sit up late, in the flow, fingers flying at warp speed. I could sit until those wretched birds outside mocked me with their damn, cheerful “Hurray, it’s morning!” songs. Suddenly, while, say, washing dishes, the one magical phrase that captured the essence of a voice or idea would pop up, and I would have mowed down small animals and toddlers to get to my computer and hammer out that website or article, to capture that thought before it escaped. Note my use of the word hammer. Sound at all familiar?
But where was my body during my work? Jaw jutting forward to see the screen, feet oddly positioned—and then left in place like chunks of marble—back unsupported, fingers pounding the keys, wrists and arms permanently twisted in unnatural angles that we thought were natural. And clicking. Clicking, clicking, clicking that mouse. Thumbing tiny keyboards on phones. A lethal little gesture for tiny little tendons. Though I was fine from, say 1997 to 2004, by the end of 2004 this behavior culminated in disaster. I had repetitive stress injuries, aka repetitive motion injuries. As the Apple site says, “A brief exposure to these conditions would not cause harm. But a prolonged exposure may, in some people, result in reduced ability to function.” I’ll say.
I frantically turned to people on lists and forums. “Try a track ball.” Already did that. “Try a tablet.” Worse. One person wrote, “I still come here once in a while and can type a couple sentences, but I’ve permanently got thoracic outlet syndrome and I’ll never work again.” Oh, beauteous web, oh, long-distance friends, farewell.
The Wrist Bone’s Connected to the Brain Bone
That variation on the old song tells part of the story. Most people (and many of their physicians) believe that tingling fingers and aching wrists MUST be carpel tunnel syndrome. Nope. If your neck juts forward, it tenses and stays tense the entire time you work in that position. Remember how your muscles felt after holding a landline phone with your neck tilted to one side for a long client meeting? Regrettable. Tensing your shoulders because your chair’s not designed properly puts you at risk for thoracic outlet syndrome, a career-killer if ever there was one. The nerves and tendons in your neck and shoulder refer down your arms, and muscles swell around nerves, causing pain and dysfunction. Your elbows have a tendon that is especially vulnerable to repetitive movements (think tennis elbow). Your wrists are performing something akin to a circus act with one thousand shows a day.
So, all the fine tendons and ligaments in your fingers have problems that may not start at your wrists at all. Though some people truly do have carpal tunnel syndrome, my finger and wrist problems weren’t solved by heavily massaging my fingers (though, that was helpful, too) or my wrists. They were fixed by work on my neck, upper back, shoulders, arms, and elbows. This explains why many people have surgery for carpal tunnel syndrome and just months later say, “What?! How can I possibly have it again? I had an operation!” Well, fellow buckaroo, you may never have had carpel tunnel syndrome. You may have had—or perhaps will have—one long disaster area from your neck to your fingertips.
How to Crawl Back
Before trying extreme measures, you may be able to function again even if you feel hopeless. I managed to heal, and so have others, but I’ll always be at risk.
As Jen Simmons, of The Web Ahead podcast and other projects told me, “It took a long time to injure myself. It took a long time to get back to where I was. My right arm between my elbow and wrist would start aching intermittently. Eventually, my arm even ached at night. I started each day with yesterday’s pain.” Simple measures, used consistently, helped her back.
1. Massage therapy
I don’t remember what the rest of the world is like, but in Portland, Oregon, we have more than one massage therapy college. (Of course we do.) I saw a former teacher at the most respected school. This is not your “It was all so soothing. Why, I fell asleep!” massage. This is “Holy crap, he’s grinding his elbow into my armpit!“ massage therapy, with the emphasis on therapy. I owe him everything. Make sure you have someone who really knows what they’re doing. Get many referrals. Try a question, “Does my psoas muscle affect my back?” If they can’t answer it, flee. Regularly see the one you choose and after a while, depending on how injured you are, you may be able to taper off.
2. Change your equipment
You may need to be hands-on with several pieces of equipment before you find the ones that don’t cause more pain. Many companies have restocking fees, charges to ship the equipment you want to return, and other retail atrocities. Always be sure to ask what the return policies are at any company before purchasing.
Mice
You may have more success than I did with equipment such as the Wacom tablet. Mine came with a pen, and it hurt to repetitively click it. Trackballs are another option but, for many, they are better at prevention than recovery. But let’s get to the really effective stuff. One of the biggest sources of pain is using your mouse. One major reason is that your hand and wrist are in a perpetually unnatural position and you’re also moving your arm quite a bit. Each time you move the mouse, it is placing stress on your neck, shoulders and arms, because you need to lift them slightly in order to move the mouse and you need to angle your wrist. You may also be too injured to use the trackpad all the time, and this mouse, the vertical mouse is a dandy preventative measure, too. Shaking up your patterns is a wise move. I have long fingers, not especially thin, yet the small size works best for me. (They have larger choices available.) What?! A sideways mouse? Yep. All the weight of your hand will be resting on it in the handshake position. Your forearms aren’t constantly twisting over hill and dale. You aren’t using any muscles in your wrist or hand. They are relaxing. You’ll adapt in a day, and oh, oh, what a relief it is.
Keyboards
I really liked doing business with the people at Kinesis-Ergo. (I’m not affiliated with them in any way.) They have the vertical mouse and a number of keyboards. The one that felt the most natural to me, and, once again, it only takes a day to adapt, is the Freestyle2 for the Mac. They have several options. I kept the keyboard halves attached to each other at first, and then spread them apart a little more. I recommend choosing one that slants and can separate. You can adjust the angle. For a little extra, they’ll make sure it’s all set up and ready to go for you. I’m guessing that some Googling will find you similar equipment, wherever you live.
Warning: if you use the ergonomic keyboards, you may have fewer USB ports. The laptop will be too far away to see unless you find a satisfactory setup using a stand. This is the perfect excuse for purchasing a humongous display.
You may not look cool while jetting coast to coast in your skinny jeans and what appears to be the old-time orthopedic shoe version of computing gear. But once you have rested and used many of these suggestions consistently, you may be able to use your laptop or other device in all its lovely sleekness during the trip.
Other doohickies
The Kinesis site and The Human Solution have a wide selection of ergonomic products: standing desks, ergonomically correct chairs, and, yes, even things with foot pedals. Explore!
3. Stop clicking, at least for a while
Use keyboard shortcuts, but use them slowly. This is not the time to show off your skillz. You’ll be sort of like a recovering alcoholic, in that you’ll be a recovering repetitive stress survivor for the rest of your life, once you really injure yourself. Always be vigilant. There’s also a bit of software sold by The Human Solution and other places, and it was my salvation. It’s called the McNib for Macs, and the Nib for PCs. (I’ve only used the McNib.) It’s for click-free mousing. I found it tricky to use when writing markup and code, but you may become quite adept at it. A little rectangle pops up on your screen, you mouse over it and choose, let’s say, “Double-click.” Until you change that choice, if you mouse over a link or anything else, it will double-click it for you. All you do is glide your mouse around. Awkward for a day or two, but you’ll pick it up quickly. Though you can use it all day for work, even if you just use this for browsing LOLcats or Gary Vaynerchuk’s YouTube videos, it will help you by giving your fingers a sweet break.
But here’s the sad news. The developer who invented this died a few years ago. (Yes, I used to speak to him on the phone.) While it is for sale, it isn’t compatible with Mac OS X Lion or anything subsequent. PowerPC strikes again. His site is still up. Demos for use with older software can be downloaded free at his old site, or at The Human Solution. Perhaps an enterprising developer can invent something that would provide this help, without interfering with patents. Rumor has it among ergonomic retailers (yes, I’m like a police dog sniffing my way to a criminal once I head down a trail) that his company was purchased by a company in China, with no update in sight.
4. Use built-in features
That little microphone icon that comes up alongside the keyboard on your iPhone allows you to speak your message instead of incessantly thumbing it. I believe it works in any program that uses the keyboard. It’s not Siri. She’s for other things, like having a personal relationship with an inanimate object. Apple even has a good section on ergonomics. You think I’m intense about this subject? To improve your repetitive stress, Apple doesn’t want you to use oral contraceptives, alcohol, or tobacco, to which I say, “Have as much sex, bacon, and chocolate as possible to make up for it.”
Apple’s info even has illustrations of things like a faucet dripping into what is labeled a bucket full of “TRAUMA.” Sounds like upgrading to Yosemite, but I digress.
5. Take breaks
If it’s a game or other non-essential activity, take a break for a month. Fine, now that I’ve called games non-essential, I suppose you’ll all unfollow me on Twitter.
6. Whether you are sore or not, do stretches throughout the day
This is a big one. Really big. The best book on the subject of repetitive stress injuries is Conquering Carpal Tunnel Syndrome and Other Repetitive Strain Injuries: A Self-Care Program by Sharon J. Butler. Don’t worry, most of it is illustrations. Pretend it’s a graphic novel.
I’m notorious for never reading instructions, and who on earth reads the introduction of a book, unless they wrote it? I wrote a book a long time ago, and I bet my house, husband, and life savings that my own parents never read the intro. Well, I did read the intro to this book, and you should, too. Stretching correctly, in a way that doesn’t further hurt you, that keeps you flexible if you aren’t injured, that actually heals you, calls for precision. Read and you’ll see. The key is to stretch just until you start to feel the stretch, even if that’s merely a tiny movement. Don’t force anything past that point. Kindly nurse yourself back to health, or nurture your still-healthy body by stretching. Over the following days, weeks, months, you’ll be moving well past that initial stretch point.
The book is brimming with examples. You only have to pick a few stretches, if this is too much to handle. Do it every single day. I can tell you some of the best ones for me, but it depends on the person. You’ll also discover in Butler’s book that areas that you think are the problem are sometimes actually adjacent to the muscle or tendon that is the source of the problem. Add a few stretches or two for that area, too.
But please follow the instructions in the introduction. If you overdo it, or perform some other crazy-ass hijinks, as I would be tempted to do, I am not responsible for your outcome. I give you fair warning that I am not a healthcare provider. I’m just telling you as a friend, an untrained one, at that, who has been through this experience.
7. Follow good habits
Develop habits like drinking lots of water (which helps with lactic acid buildup in muscles), looking away from the computer for twenty seconds every twenty to thirty minutes, eating right, and probably doing everything else your mother told you to do. Maybe this is a good time to bring up flossing your teeth, and going outside to play instead of watching TV. As your mom would say, “It’s a beautiful day outside, what are you kids doing in here?”
8. Speak instead of writing, if you can
Amber Simmons, who is very smart and funny, once tweeted in front of the whole world that, “@carywood is a Skype whore.” I was always asking people on Twitter if we could Skype instead of using iChat or exchanging emails. (I prefer the audio version so I don’t have to, you know, do something drastic like comb my hair.) Keyboarding is tough on hands, whether you notice it or not at the time, and when doing rapid-fire back-and-forthing with people, you tend to speed up your typing and not take any breaks. This is a hand-killer. Voice chats have made such a difference for me that I am still a rabid Skype whore. Wait, did I say that out loud?
Speak your text or emails, using Dragon Dictate or other software. In about 2005, accessibility and user experience design expert, Derek Featherstone, in Canada, and I, at home, chatted over the internet, each of us using a different voice-to-text program. The programs made so many mistakes communicating with each other that we began that sort of endless, tearful laughing that makes you think someone may need to call an ambulance. This type of software has improved quite a bit over the years, thank goodness. Lack of accessibility of any kind isn’t funny to Derek or me or to anyone who can’t use the web without pain.
9. Watch your position
For example, if you lift up your arms to use the computer, or stare down at your laptop, you’ll need to rearrange your equipment. The internet has a lot of information about ideal ergonomic work areas. Please use a keyboard drawer. Be sure to measure the height carefully so that even a tented keyboard, like the one I recommend, will fit. I also recommend getting the version of the Freestyle with palm supports. Just these two measures did much to help both Jen Simmons and me.
10. If you need to take anti-inflammatories, stop working
If you are all drugged up on ibuprofen, and pounding and clicking like mad, your body will not know when you are tired or injuring yourself. I don’t recommend taking these while using your computing devices. Perhaps just take it at night, though I’m not a fan of that category of medications. Check with your healthcare provider. At least ibuprofen is an anti-inflammatory, which may help you. In contrast, acetaminophen (paracetamol) only makes your body think it’s not in pain. Ice is great, as is switching back and forth between ice and heat. But again, if you need ice and ibuprofen you really need to take a major break.
11. Don’t forget the rest of your body
I’ve zeroed in on my personal area of knowledge and experience, but you may be setting yourself up for problems in other areas of your body. There’s what is known to bad writers as “a veritable cornucopia” of information on the web about how to help the rest of your body. A wee bit of research on the web and you’ll discover simple exercises and stretches for the rest of your potential catastrophic areas: your upper back, your lower back, your legs, ankles, and eyes. Do gentle stretches, three or four times a day, rather than powering your way through. Ease into new equipment such as standing desks. Stretch those newly challenged areas until your body adapts. Pay attention to your body, even though I too often forget mine.
12. Remember the children
Kids are using equipment to play highly addictive games or to explore amazing software, and if these call for repetitive motions, children are being set up for future injuries. They’ll grab hold of something, as parents out there know, and play it 3,742 times. That afternoon. Perhaps by the time they are adults, everything will just be holograms and mind-reading, but adult fingers and hands are used for most things in life, not just computing devices and phones with keyboards sized for baby chipmunks.
I’ll be watching you
Quickly now, while I (possibly) have your attention. Don’t move a muscle. Is your neck tense? Are you unconsciously lifting your shoulders up? How long since you stopped staring at the screen? How bright is your screen? Are you slumping (c’mon now, ‘fess up) and inviting sciatica problems? Do you have to turn your hands at an angle relative to your wrist in order to type? Uh-oh. That’s a bad one. Your hands, wrists, and forearms should be one straight line while keyboarding. Future you is begging you to change your ways. Don’t let your #ThrowbackThursday in 2020 say, “Here’s a photo from when I used to be able to do so many wonderful things that I can’t do now.” And, whatever you do, don’t try for even a nanosecond to push through the pain, or the next thing you know, you’ll be an unpaid extra in The Expendables 7. |
2014 |
Carolyn Wood |
carolynwood |
2014-12-06T00:00:00+00:00 |
https://24ways.org/2014/dont-push-through-the-pain/ |
business |
| 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 |
| 42 |
An Overview of SVG Sprite Creation Techniques |
SVG can be used as an icon system to replace icon fonts. The reasons why SVG makes for a superior icon system are numerous, but we won’t be going over them in this article. If you don’t use SVG icons and are interested in knowing why you may want to use them, I recommend you check out “Inline SVG vs Icon Fonts” by Chris Coyier – it covers the most important aspects of both systems and compares them with each other to help you make a better decision about which system to choose.
Once you’ve made the decision to use SVG instead of icon fonts, you’ll need to think of the best way to optimise the delivery of your icons, and ways to make the creation and use of icons faster.
Just like bitmaps, we can create image sprites with SVG – they don’t look or work exactly alike, but the basic concept is pretty much the same.
There are several ways to create SVG sprites, and this article will give you an overview of three of them. While we’re at it, we’re going to take a look at some of the available tools used to automate sprite creation and fallback for us.
Prerequisites
The content of this article assumes you are familiar with SVG. If you’ve never worked with SVG before, you may want to look at some of the introductory tutorials covering SVG syntax, structure and embedding techniques. I recommend the following:
SVG basics: Using SVG.
Structure: Structuring, Grouping, and Referencing in SVG — The <g>, <use>, <defs> and <symbol> Elements. We’ll mention <use> and <symbol> quite a bit in this article.
Embedding techniques: Styling and Animating SVGs with CSS. The article covers several topics, but the section linked focuses on embedding techniques.
A compendium of SVG resources compiled by Chris Coyier — contains resources to almost every aspect of SVG you might be interested in.
And if you’re completely new to the concept of spriting, Chris Coyier’s CSS Sprites explains all about them.
Another important SVG feature is the viewBox attribute. For some of the techniques, knowing your way around this attribute is not required, but it’s definitely more useful if you understand – even if just vaguely – how it works. The last technique mentioned in the article requires that you do know the attribute’s syntax and how to use it. To learn all about viewBox, you can refer to my blog post about SVG coordinate systems.
With the prerequisites in place, let’s move on to spriting SVGs!
Before you sprite…
In order to create an SVG sprite with your icons, you’ll of course need to have these icons ready for use.
Some spriting tools require that you place your icons in a folder to which a certain spriting process is to be applied. As such, for all of the upcoming sections we’ll work on the assumption that our SVG icons are placed in a folder named SVG.
Each icon is an individual .svg file.
You’ll need to make sure each icon is well-prepared and optimised for use – make sure you’ve cleaned up the code by running it through one of the optimisation tools or processes available (or doing it manually if it’s not tedious).
After prepping the icon files and placing them in a folder, we’re ready to create our SVG sprite.
HTML inline SVG sprites
Since SVG is XML code, it can be embedded inline in an HTML document as a code island using the <svg> element. Chris Coyier wrote about this technique first on CSS-Tricks.
The embedded SVG will serve as a container for our icons and is going to be the actual sprite we’re going to use. So we’ll start by including the SVG in our document.
<!DOCTYPE html>
<!-- HTML document stuff -->
<svg style="display:none;">
<!-- icons here -->
</svg>
<!-- other document stuff -->
</html>
Next, we’re going to place the icons inside the <svg>. Each icon will be wrapped in a <symbol> element we can then reference and use elsewhere in the page using the SVG <use> element. The <symbol> element has many benefits, and we’re using it because it allows us to define a symbol (which is a convenient markup for an icon) without rendering that symbol on the screen. The elements defined inside <symbol> will only be rendered when they are referenced – or called – by the <use> element.
Moreover, <symbol> can have its own viewBox attribute, which makes it possible to control the positioning of its content inside its container at any time.
Before we move on, I’d like to shed some light on the style="display:none;" part of the snippet above. Without setting the display of the SVG to none, and even though its contents are not rendered on the page, the SVG will still take up space in the page, resulting in a big empty area. In order to avoid that, we’re hiding the SVG entirely with CSS.
Now, suppose we have a Twitter icon in the icons folder. twitter.svg might look something like this:
<!-- twitter.svg -->
<?xml version="1.0" encoding="utf-8"?>
<!DOCTYPE svg PUBLIC "-//W3C//DTD SVG 1.1//EN" "http://www.w3.org/Graphics/SVG/1.1/DTD/svg11.dtd">
<svg version="1.1" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" width="32" height="32" viewBox="0 0 32 32">
<path d="M32 6.076c-1.177 0.522-2.443 0.875-3.771 1.034 1.355-0.813 2.396-2.099 2.887-3.632-1.269 0.752-2.674 1.299-4.169 1.593-1.198-1.276-2.904-2.073-4.792-2.073-3.626 0-6.565 2.939-6.565 6.565 0 0.515 0.058 1.016 0.17 1.496-5.456-0.274-10.294-2.888-13.532-6.86-0.565 0.97-0.889 2.097-0.889 3.301 0 2.278 1.159 4.287 2.921 5.465-1.076-0.034-2.088-0.329-2.974-0.821-0.001 0.027-0.001 0.055-0.001 0.083 0 3.181 2.263 5.834 5.266 6.437-0.551 0.15-1.131 0.23-1.73 0.23-0.423 0-0.834-0.041-1.235-0.118 0.835 2.608 3.26 4.506 6.133 4.559-2.247 1.761-5.078 2.81-8.154 2.81-0.53 0-1.052-0.031-1.566-0.092 2.905 1.863 6.356 2.95 10.064 2.95 12.076 0 18.679-10.004 18.679-18.68 0-0.285-0.006-0.568-0.019-0.849 1.283-0.926 2.396-2.082 3.276-3.398z" fill="#000000"></path>
</svg>
We don’t need the root svg element, so we’ll strip the code and only keep the parts that make up the Twitter icon’s shape, which in this example is just the <path> element.Let’s drop that into the sprite container like so:
<svg style="display:none;">
<symbol id="twitter-icon" viewBox="0 0 32 32">
<path d="M32 6.076c-1.177 …" fill="#000000"></path>
</symbol>
<!-- remaining icons here -->
<symbol id="instagram-icon" viewBox="0 0 32 32">
<!-- icon contents -->
</symbol>
<!-- etc. -->
</svg>
Repeat for the other icons.
The value of the <symbol> element’s viewBox attribute depends on the size of the SVG. You don’t need to know how the viewBox works to use it in this case. Its value is made up of four parts: the first two will almost always be “0 0”; the second two will be equal to the size of the icon. For example, our Twitter icon is 32px by 32px (see twitter.svg above), so the viewBox value is “0 0 32 32”.
That said, it is certainly useful to understand how the viewBox works – it can help you troubleshoot SVG sometimes and gives you better control over it, allowing you to scale, position and even crop SVGs manually without having to resort to an editor. My blog post explains all about the viewBox attribute and its related attributes.
Once you have your SVG sprite ready, you can display the icons anywhere on the page by referencing them using the SVG <use> element:
<svg class="twitter-icon">
<use xlink:href="#twitter-icon"></use>
<svg>
And that’s all there is to it!
HTML-inline SVG sprites are simple to create and use, but when you have a lot of icons (and the more icon sets you create) it can easily become daunting if you have to manually transfer the icons into the <svg>. Fortunately, you don’t have to do that. Fabrice Weinberg created a Grunt plugin called grunt-svgstore which takes the icons in your SVG folder and generates the SVG sprites for you; all you have to do is just drop the sprites into your page and use the icons like we did earlier.
This technique works in all browsers supporting SVG. There seems to be a bug in Safari on iOS which causes the icons not to show up when the SVG sprite is defined at the bottom of the document after the <use> references to the icons, so it’s safest to include the sprite before you use the icons until this bug is fixed.
This technique has one disadvantage: the SVG sprite cannot be cached. We’re saving an extra HTTP request here but the browser cannot cache the image, so we aren’t speeding up any subsequent page loads by inlining the SVG. There must be a better way – and there is.
Styling the icons is possible, but getting deep into the styles becomes a bit harder owing to the nature of the contents of the <use> element – these contents are cloned into a shadow DOM, and hence selecting elements in CSS the traditional way is not possible. However, some techniques to work around that do exist, and give us slightly more styling flexibility. Animations work as expected.
Referencing an external SVG sprite in HTML
Instead of including the SVG inline in the document, you can reference the sprite and the icons inside it externally, taking advantage of fragment identifiers to select individual icons in the sprite.
For example, the above reference to the Twitter icon would look something like this instead:
<svg class="twitter-icon">
<use xlink:href="path/to/icons.svg#twitter-icon"></use>
<svg>
icons.svg is the name of the SVG file that contains all of our icons as symbols, and the fragment identifier #twitter-icon is the reference to the <symbol> wrapping the Twitter icon’s contents. Very convenient, isn’t it? The browser will request the sprite and then cache it, speeding up subsequent page loads. Win!
This technique also works in all browsers supporting SVG except Internet Explorer – not even IE9+ with SVG support permits this technique. No version of IE supports referencing an external SVG in <use>.
Fortunately (again), Jonathan Neil has created a plugin called svg4everybody which fills this gap in IE; you can reference an external sprite in <use> and also provide fallback for browsers that do not support SVG. However, it requires you to have the fallback images (PNG or JPEG, for example) available to do so. For details, refer to the plugin’s Github repository’s readme file.
CSS inline SVG sprites
Another way to create an SVG sprite is by inlining the SVG icons in a style sheet using data URIs, and providing fallback for non-supporting browsers – also within the CSS.
Using this approach, we’re turning the style sheet into the sprite that includes our icons. The style sheet is normally cached by the browser, so we have that concern out of the way.
This technique is put into practice in Filament Group’s icon system approach, which uses their Grunticon plugin – or its sister Grumpicon web app – for generating the necessary CSS for the sprite. As such, we’re going to cover this technique by following a workflow that uses one of these tools.
Again, we start with our icon SVG files. To focus on the actual spriting method and not on the tooling, I’ll go over the process of sprite creation using the Grumpicon web app, instead of the Grunticon plugin. Both tools generate the same resources that we’re going to use for the icon system. Whether you choose the web app or the Grunt set-up, after processing your SVG folder you’re going to end up with the same set of resources that we’ll be using throughout this section.
The first step is to drop your icons into the Grumpicon web app.
Grumpicon homepage screenshot.
The application will then show you a preview of your icons, and a download button will allow you to download the generated files. These files will contain everything you need for your icon system – all that’s left is for you to drop the generated files and code into your project as recommended and you’ll have your sprite and icons ready to use anywhere you want in your page.
Grumpicon generates five files and one folder in the downloaded package: a png folder containing PNG versions of your icons; three style sheets (that we’ll go over briefly); a loader script file; and preview.html which is a live example showing you the other files in action.
The script in the loader goes into the <head> of your page. This script handles browser and feature detection, and requests the necessary style sheet depending on browser support for SVG and base64 data URIs. If you view the source code of the preview page, you can see exactly how the script is added.
icons.data.svg.css is the style sheet that contains your icons – the sprite. The icons are embedded inline inside the style sheet using data URIs, and applied to elements of your choice as background images, using class names. For example:
.twitter-icon{
background-image: url('data:image/svg+xml;…'); /* the ellipsis is where the icon’s data would go */
background-repeat: no-repeat;
background-position: 50% 50%;
height: 2em;
width: 2em;
/* etc. */
}
Then, you only have to apply the twitter-icon class name to an element in your HTML to apply the icon as a background to it:
<span class="twitter-icon"></span>
And that’s all you need to do to get an icon on the page.
icons.data.svg.css, along with the other two style sheets and the png folder should be added to your CSS folder.
icons.data.png.css is the style sheet the script will load in browsers that don’t support SVG, such as IE8. Fallback for the inline SVG is provided as a base64-encoded PNG. For instance, the fallback for the Twitter icon from our example would look like so:
.twitter-icon{
background-image: url('data:image/png;base64;…’);
/* etc. */
}
icons.fallback.css is the style sheet required for browsers that don’t support base64-encoded PNGs – the PNG images are loaded as usual using the image’s URL. The script will load this style sheet for IE6 and IE7, for example.
.twitter-icon{
background-image: url(png/twitter-icon.png);
/* etc. */
}
This technique is very different from the previous one. The sprite in this case is literally the style sheet, not an SVG container, and the icon usage is very similar to that of a CSS sprite – the icons are provided as background images.
This technique has advantages and disadvantages. For the sake of brevity, I won’t go into further details, but the main limitations worth mentioning are that SVGs embedded as background images cannot be styled with CSS; and animations are restricted to those defined inside the <svg> for each icon. CSS interactions (such as hover effects) don’t work either. Thus, to apply an effect for an icon that changes its color on hover, for example, you’ll need to export a set of SVGs for each colour in order for Grumpicon to create matching fallback PNG images that can then be used for the animation.
For more details about the Grumpicon workflow, I recommend you check out “A Designer’s Guide to Grumpicon” on Filament Group’s website.
Using SVG fragment identifiers and views
This spriting technique is, again, different from the previous ones, and it is my personal favourite.
SVG comes with a standard way of cropping to a specific area in a particular SVG image. If you’ve ever worked with CSS sprites before then this definitely sounds familiar: it’s almost exactly what we do with CSS sprites – the image containing all of the icons is cropped, so to speak, to show only the one icon that we want in the background positioning area of the element, using background size and positioning properties.
Instead of using background properties, we’ll be using SVG’s viewBox attribute to crop our SVG to the specific icon we want.
What I like about this technique is that it is more visual than the previous ones. Using this technique, the SVG sprite is treated like an actual image containing other images (the icons), instead of treating it as a piece of code containing other code.
Again, our SVG icons are placed inside a main SVG container that is going to be our SVG sprite. If you’re working in a graphics editor, position or arrange your icons inside the canvas any way you want them to be, and then export the graphic as is. Of course, the less empty space there is in your SVG, the better.
In our example, the sprite contains three icons as shown in the following image. The sprite is open in Sketch. Notice how the SVG is just big enough to fit the icons inside it. It doesn’t have to be like this, but it’s cleaner this way.
Screenshot showing the SVG sprite containing our icons.
Now, suppose you want to display only the Instagram icon. Using the SVG viewBox attribute, we can crop the SVG to the icon. The Instagram icon is positioned at 64px along the positive x-axis, and zero pixels along the y-axis. It is also 32px by 32px in size.
Screenshot showing the position (offset) of the Instagram icon inside the SVG sprite, and its size.
Using this information, we can specify the value of the viewBox as: 64 0 32 32. This area of the view box contains only the Instagram icon. 64 0 specifies the top-left corner of the view box area, and 32 32 specify its dimensions.
Now, if we were to change the viewBox value on the SVG sprite to this value, only the Instagram icon will be visible inside the SVG viewport. Great. But how do we use this information to display the icon in our page using our sprite?
SVG comes with a native way to link to portions or areas of an image using fragment identifiers. Fragment identifiers are used to link into a particular view area of an SVG document. Thus, using a fragment identifier and the boundaries of the area that we want (from the viewBox), we can link to that area and display it.
For example, if you want to display the icon from the sprite using an <img> tag, you can reference the icon in the sprite like so:
<img src='uiIcons.svg#svgView(viewBox(64, 0, 32, 32))' alt="Settings icon"/>
The fragment identifier in the snippet above (#svgView(viewBox(64, 0, 32, 32))) is the important part. This will result in only the Instagram icon’s area of the sprite being displayed.
There is also another way to do this, using the SVG <view> element. The <view> element can be used to define a view area and then reference that area somewhere else. For example, to define the view box containing the Instagram icon, we can do the following:
<view id='instagram-icon' viewBox='64 0 32 32' />
Then, we can reference this view in our <img> element like this:
<img src='sprite.svg#instagram-icon' alt="Instagram icon" />
The best part about this technique – besides the ability to reference an external SVG and hence make use of browser caching – is that it allows us to use practically any SVG embedding technique and does not restrict us to specific tags.
It goes without saying that this feature can be used for more than just icon systems, owing to viewBox’s power in controlling an SVG’s viewable area.
SVG fragment identifiers have decent browser support, but the technique is buggy in Safari: there is a bug that causes problems when loading a server SVG file and then using fragment identifiers with it. Bear Travis has documented the issue and a workaround.
Where to go from here
Pick the technique that works best for your project. Each technique has its own pros and cons, relating to convenience and maintainability, performance, and styling and scripting. Each technique also requires its own fallback mechanism.
The spriting techniques mentioned here are not the only techniques available. Other methods exist, such as SVG stacks, and others may surface in future, but these are the three main ones today.
The third technique using SVG’s built-in viewBox features is my favourite, and with better browser support and fewer (ideally, no) bugs, I believe it is more likely to become the standard way to create and use SVG sprites. Fallback techniques can be created, of course, in one of many possible ways.
Do you use SVG for your icon system? If so, which is your favourite technique? Do you know or have worked with other ways for creating SVG sprites? |
2014 |
Sara Soueidan |
sarasoueidan |
2014-12-16T00:00:00+00:00 |
https://24ways.org/2014/an-overview-of-svg-sprite-creation-techniques/ |
code |
| 43 |
Content Production Planning |
While everyone agrees that getting the content of a website right is vital to its success, unless you’re lucky enough to have an experienced editor or content strategist on board, planning content production often seems to fall through the cracks. One reason is that, for most of the team, it feels like someone else’s problem. Not necessarily a specific person’s problem. Just someone else’s. It’s only when everyone starts urgently asking when the content is going to be ready, that it becomes clear the answer is, “Not as soon as we’d like it”.
The good news is that there are some quick and simple things you can do, even if you’re not the official content person on a project, to get everyone on the same content planning page.
Content production planning boils down to answering three deceptively simple questions:
What content do you need?
How much of it do you need?
Who’s going to make it?
Even if it’s not your job to come up with the answers, by asking these questions early enough and agreeing who is going to come up with the answers, you’ll be a long way towards avoiding the last-minute content problems which so often plague projects.
How much content do we need?
People tend to underestimate two crucial things about content: how much content they need, and how long that content takes to produce.
When I ask someone how big their website is – how many pages it contains – I usually double or triple the answer I get. That’s because almost everyone’s mental model of their website greatly underestimates its true size. You can see the problem for yourself if you look at a site map. Site maps are great at representing a mental model of a website. But because they’re a deliberate simplification they naturally lead us to underestimate how much content is involved in populating them.
Several years ago I was asked to help a client create a new microsite (their word) which they wanted ready in two weeks for a conference they were attending. Here’s the site map they had in mind. At first glance it looks like a pretty small website. Maybe twenty to thirty pages?
That’s what the client thought.
But see those boxes which are multiple boxes stacked on top of one another, for product categories, descriptions and supporting material? They’re known as page stacks, and page stacks are the content strategy equivalent of Here Be Dragons.
Say we have:
five product categories
each with five products
which all have two or three supporting documents
Those are still fairly small numbers. But small numbers multiplied by other small numbers tend to lead to big numbers.
5 categories = 5 category descriptions
plus
5 categories × 5 products each = 25 product descriptions
plus
25 products × 2.5 (average) supporting documents = 63 supporting documents
equals
93 pages
Suddenly our twenty- or thirty-page website is running towards one hundred.
That’s probably enough to get most project teams to sit up and take notice. But there’s still the danger of underestimating how long it’s going to take to create the content. After all, assuming the supporting documents already exist in some form, there are only about twenty-five to thirty pages of new copy to write.
How much work is it?
Again, we have the problem that small numbers when multiplied by other small numbers tend to lead to big numbers. Let’s make a rough guess that it’ll take four hours to write each product category and description page we need. That feels a little conservative if we’re writing stuff from scratch, but assuming the person doing it already knows the products fairly well it’s not unreasonable.
30 pages × 4 hours each = 120 hours
120 hours ÷ 7.5 working hours a day = 16 days
Ouch.
At this point it’s pretty clear we’re not getting this site launched in two weeks.
The goal is the conversation
By breaking down the site into its content components, and putting some rough estimates on how long each might take to produce, the client instantly realised that there was no way they would be ready to launch it in two weeks. Although we still didn’t know exactly when it would be ready, getting to that realisation right at the start of the project was a major win for everybody. Without it, the design agency would have bust a gut to get the design, front-end and CMS all done in double-quick time, only to find it was all for nothing as barely half the content was ready. As it was, an early discussion about content, albeit a brief one, bought everyone time to tackle the project properly, without pulling any long nights or working weekends.
If you haven’t been able to get people to discuss content plans for the project, these kinds of rough estimates should give you enough evidence to get everyone to start taking it seriously. Your goal is to get everyone on the project to a place where they are ready to talk in detail about who is going to create this content, and how long it’s really going to take them, and to get to those conversations before lack of content becomes a problem.
Be careful though. It’s best to talk in ranges and round numbers when your estimates are this uncertain. And watch those multipliers. Given small numbers multiplied by other small numbers lead to big numbers, changing just one number can greatly change the overall estimate. I like to run a couple of different scenarios to check what things look like if I’ve under- or overestimated either how many pages we’re going to need, or how long they’re going to take to create. For example:
Top end: 30 pages × 5 hours = 150 hours, or 20 days
Bottom end: 25 pages × 4 hours = 100 hours, or 13.3 days
So rather than say, “I estimate the content will take around sixteen days to produce”, I’m going to say, “I think the content will take about three to four weeks to produce”. Even with qualifiers like estimate and around, sixteen days sounds too precise. Whereas three to four weeks instantly conveys that this is just a rough figure.
Who’s going to make it?
So, people tend to underestimate two crucial things about content: how much content they need, and how long content takes to write. At this stage, you’re still in danger of the latter, because it’s tempting to simply estimate how much time content takes to write (or record, if we’re talking audio or visual content), and overlook all the other work that needs to goes on around it.
Take 24 ways as an example. In terms of our three deceptively simple questions: what is practical articles about web design; how many is twenty-four, one for each day of Advent; and who are experts working on the web, one to write each article.
But there’s another who you might not have considered.
Someone needs to select those authors in the first place, make sure they deliver their articles on time (and find someone to replace them if they don’t), review drafts, copy-edit and proofread final versions, upload them to the site, promote them, keep an eye on the comments and make sure there are still presents under the tree on Christmas morning.
Even if each of those tasks only takes an hour or so, it then needs multiplying by twenty-four (except the presents, obviously). And as we’ve already seen, small numbers multiplied by small numbers quickly turn into much bigger numbers. Just a few hours per article, when multiplied by twenty-four articles, easily multiplies up to days or even weeks of effort.
To get a more accurate estimate of how long the different kinds of content are going to take, you need to break down the content production work into its constituent stages, starting with planning, moving on through the main work of creation, to reviewing, approvals and finally publishing. You need to think about who needs to be involved at each step, and how much time they’ll need to do their bit.
Taken together, these things make up your content workflow. The workflow will be different for each organisation, but might look something like this:
Eddie the web editor will work out the key messages and objectives for each page, and agree them with Mo the marketing director.
Eddie will then get Cal, the copywriter, to write the first draft.
As part of that, Cal will interview Sam the subject expert to understand the intricacies of the subject and get all the facts straight.
Once Cal’s done the first draft, it’ll go to Sam to check for accuracy, while Eddie reviews it for style and message.
Once Cal has incorporated their feedback it’s time to get Mo to have a look at the final draft.
If Mo’s happy, it’ll get a final proofread, be uploaded to the CMS, and Mo will give the final sign-off and release it for publishing.
You can plot this on a table, with the stages of the content production process down the side, and the key roles or personnel along with top. Then the team can estimate how much time they think each of them needs at each stage.
Mo (marketing director)
Sam (subject expert)
Eddie (web editor)
Cal (copywriter)
Outline: define key messages and objectives
30 min
Review outline
15 min
First draft
30 min
3 hours
Review 1st draft
30 min
30 min
2nd draft
1 hour
Review 2nd draft
15 min
15 min
15 min
Final amendments
30 min
Proofread
15 min
Upload
15 min
Sign-off
10 min
TOTAL
40 min
1 hour 15 min
1 hour 30 min
4 hours 45 min
You can then bring out your calculator again, and come up with some more big scary numbers showing how much time it’s going to take for the whole team to get all the content needed not just written, but also planned, reviewed, approved and published.
With an experienced team you can run this exercise as a group workshop and get some fairly accurate estimates pretty quickly. If this is all a bit new to you, check out Gather Content’s Content Production Planning for Agencies ebook for a useful guide to common content roles, ballpark estimates for how much time each one needs on a typical piece of content, and how to run a process and estimating workshop to dig into them in more detail.
On a small team, one person might play many roles, but you should still sanity-check your estimates by breaking down the process and putting a rough estimate on each stage. With only a couple of people involved, it’s even easier to only include the core activity like writing or recording in your estimates, and forget to allow time for the planning, reviewing, proofreading, publishing and promoting you’ll still need to do. And even in a team of one, if at all possible you should find at least one other person to act as a second pair of eyes, and give anything you produce a quick once-over and proofread before it’s published.
Depending on the kind of content you’re making, you should also consider what will happen after it’s published. The full content life cycle should include promotion, monitoring and regular reviews to make sure content stays accurate and up to date. Making sure you have the time and resources available to do all those things for each piece of content is essential for creating a sustainable content programme.
The proof of the pudding
Even after digging into workflow and getting the whole team involved in estimating, you’re still largely in the realm of the guesstimate. The good news, though, is that you can quite quickly start finding out if your guesstimates are right or not. As soon as you can, pilot the production process with some real content. This is a double-win: you start finding out how long it really takes to produce all this fab new content, and you get real content to work with in designs and prototypes.
Once you’ve run a few things through your process, you’ll be able to refine your estimates, confirm your workflow, and give everyone involved a clear idea of when it will all be ready, and what you need from them.
Keeping it all on track
At this point I like to pull everything together into the content strategist’s favourite tool: the spreadsheet.
A simple content production checklist is a bit like a content inventory or audit, but for the content you don’t yet have, not the stuff already done. You can grab an example here.
Each piece of content gets its own row, with columns for basic information like page title, ID (which should match the site map), and who’s responsible for making it. You can capture simple details like target audience and key messages here too, though for more complex content, page description tables like those described by Relly Annett-Baker in “Extracting the Content” may be a better tool to use. Just adapt these columns to whatever makes sense for your content.
I then have columns to track where each piece is in the production process. I usually keep this simple, with a column each to mark whether it’s draft, final or uploaded. The status column on the left automatically shows the item’s status, using a simple traffic light colour scheme for whether the item is still to do (red), in draft (amber), or done (green). Seeing the whole thing slowly turn from red to green is a nice motivator.
If you want to track the workflow in more detail, a kanban board in a tool like Trello is a great way for a team to collaborate on content production, track each item’s progress, and keep an eye out for bottlenecks and delays.
Getting to the content strategy conversation
It’s a relatively simple exercise, then, to decide not just what kinds of pages you need, but also how many of them: put some rough estimates of effort on the tasks needed to create those pages – not just the writing, but all the other stages of planning, reviewing, approving, publishing and promoting – and then multiply all those things together. This will quickly bring some reality to grand visions and overambitious plans. Do it early enough, and even when the final big scary number is a lot bigger and scarier than everyone thought, you’ll still have time to do something about it.
As well as getting everyone on board for some proper content planning activities, that big scary number is your opportunity to get to the real core questions of content strategy: do we really need all this content? Where can existing content be reused and repurposed? How do we prioritise our efforts? What really matters to our readers and users?
Time and again, case studies show that less content delivers more: more leads, more sales, more self-service support and savings in the call centre. Although that argument is primarily one you should make from a good-for-the-users perspective, it doesn’t hurt to be able to make it from the cheaper-for-the-business perspective as well, and to have some big scary numbers to back that up. |
2014 |
Sophie Dennis |
sophiedennis |
2014-12-17T00:00:00+00:00 |
https://24ways.org/2014/content-production-planning/ |
content |
| 44 |
Taglines and Truisms |
To bring her good luck, “white rabbits” was the first thing that my grandmother said out loud on the first day of every month. We all need a little luck, but we shouldn’t rely on it, especially when it comes to attracting new clients.
The first thing we say to a prospective client when they visit our website for the first time helps them to understand not only what we do but why we do it. We can also help them understand why they should choose to work with us over one of our competitors.
Take a minute or two to look at your competitors’ websites. What’s the first thing that they say about themselves? Do they say that they “design delightful digital experiences,” “craft beautiful experiences” or “create remarkable digital experiences?”
It’s easy to find companies who introduce themselves with what they do, their proposition, but what a company does is only part of their story. Their beliefs and values, what they stand for why they do what they do are also important.
When someone visits our websites for the first time, we have only a brief moment to help them understand us. To help us we can learn from the advertising industry, where the job of a tagline is to communicate a concept, deliver a message and sell a product, often using only a few words.
When an advertising campaign is effective, its tagline stays with you, sometimes long after that campaign is over. For example, can you remember which company or brand these taglines help to sell? (Answers at the bottom of the article:)
The Ultimate Driving Machine
Just Do It
Don’t Leave Home Without It
A clever tagline isn’t just a play on words, although it can include one. A tagline does far more than help make your company memorable. Used well, it brings together notions of what makes your company and what you offer special. Then it expresses those notions in a few words or possibly a short sentence.
I’m sure that everyone can find examples of company slogans written in the type of language that should stay within the walls of a marketing department. We can also find taglines where the meaning is buried so deep that the tag itself becomes effectively meaningless.
A meaningful tagline supports our ideas about who we are and what we offer, and provides a platform for different executions of them, sometimes over a period of time. For a tagline to work well, it must allow for current and future ideas about a brand.
It must also be meaningful to our brand and describe a truism, a truth that need not be a fact or statistic, but something that’s true about us, who we are, what we do and why that’s distinctive. It can be obvious, funny, serious or specific but above all it must be true. It should also be difficult to argue with, making your messages difficult to argue with too.
I doubt that I need remind you who this tagline belongs to:
There are some things money can’t buy. For everything else there’s MasterCard.
That tagline was launched in 1997 by McCann-Erickson along with the “Priceless” campaign and it helped establish MasterCard as a friendlier credit card company, one with a sense of humour.
MasterCard’s truism is that the things which really matter in life can’t be bought. They are worth more than anything that a monetary value can be applied to. In expressing that truism through the tagline, MasterCard’s advertising tells people to use not just any credit card, but their MasterCard, to pay for everything they buy.
“Guinness is good for you” may have been a stretch, but “Good things come to those who wait” builds on the truism that patience is a virtue and therefore a good pint of Guinness takes time to pour (119.5 seconds. I know you were wondering.)
The fact that British Airways flies to more destinations than any other airline is their truism, and led their advertisers to the now famous tagline, “The world’s favourite airline.”
At my company, Stuff & Nonsense, we’ve been thinking about taglines as we think about our position within an industry that seems full of companies who “design”, “craft”, and “create” “delightful”, “beautiful”, “remarkable digital experiences”.
Much of what made us different has changed along with the type of work we’re interested in doing. Our work’s expanded beyond websites and now includes design for mobile and other media. It’s true we can’t know how or where it will be seen. The ways that we make it are flexible too as we’re careful not to become tied to particular tools or approaches.
It’s also true that we’re a small team. One that’s flexible enough to travel around the world to work alongside our clients. We join their in-house teams and we collaborate with them in ways that other agencies often find more difficult. We know that our clients appreciate our flexibility and have derived enormous value from it. We know that we’ve won business because of it and that it’s now a big part of our proposition.
Our truism is that we’re flexible, “Fabulously flexible” as our tagline now expresses. And although we know that there may be other agencies who can be similarly flexible – after all, being flexible is not a unique selling proposition – only we do it so fabulously.
As the old year rolls into the new, how will your company describe what you do in 2015? More importantly, how will you tell prospective clients why you do it, what matters to you and why they should work with you?
Start by writing a list of truisms about your company. Write as many as you can, but then whittle that list down to just one, the most important truth. Work on that truism to create a tagline that’s meaningful, difficult to be argue with and, above all, uniquely yours.
Answers
The Ultimate Driving Machine (BMW)
Just Do It (Nike)
Don’t Leave Home Without It (American Express) |
2014 |
Andy Clarke |
andyclarke |
2014-12-23T00:00:00+00:00 |
https://24ways.org/2014/taglines-and-truisms/ |
business |
| 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 |
| 46 |
Responsive Enhancement |
24 ways has been going strong for ten years. That’s an aeon in internet timescales. Just think of all the changes we’ve seen in that time: the rise of Ajax, the explosion of mobile devices, the unrecognisably changed landscape of front-end tooling.
Tools and technologies come and go, but one thing has remained constant for me over the past decade: progressive enhancement.
Progressive enhancement isn’t a technology. It’s more like a way of thinking. Instead of thinking about the specifics of how a finished website might look, progressive enhancement encourages you to think about the fundamental meaning of what the website is providing. So instead of thinking of a website in terms of its ideal state in a modern browser on a nice widescreen device, progressive enhancement allows you to think about the core functionality in a more abstract way.
Once you’ve figured out what the core functionality is – adding an item to a shopping cart, posting a message, sharing a photo – then you can enable that functionality in the simplest possible way. That usually means starting with good old-fashioned HTML. Links and forms are often all you need. Then, once you have the core functionality working in a basic way, you can start to enhance to make a progressively better experience for more modern browsers.
The advantage of working this way isn’t just that your site will work in older browsers (albeit in a rudimentary way). It also ensures that if anything goes wrong in a modern browser, it won’t be catastrophic.
There’s a common misconception that progressive enhancement means that you’ll spend your time dealing with older browsers, but in fact the opposite is true. Putting the basic functionality into place doesn’t take very long at all. And once you’ve done that, you’re free to spend all your time experimenting with the latest and greatest browser technologies, secure in the knowledge that even if they aren’t universally supported yet, that’s OK: you’ve already got your fallback in place.
The key to thinking about web development this way is realising that there isn’t one final interface – there could be many, slightly different interfaces depending on the properties and capabilities of any particular user agent at any particular moment. And that’s OK. Websites do not need to look the same in every browser.
Once you truly accept that, it’s an immensely liberating idea. Instead of spending your time trying to make websites look the same in wildly varying browsers, you can spend your time making sure that the core functionality of what you build works everywhere, while providing the best possible experience for more capable browsers.
Allow me to demonstrate with a simple example: navigation.
Step one: core functionality
Let’s say we have a straightforward website about the twelve days of Christmas, with a page for each day. The core functionality is pretty clear:
To read about any particular day.
To browse from day to day.
The first is easily satisfied by marking up the text with headings, paragraphs and all the usual structural HTML elements. The second is satisfied by providing a list of good ol’ hyperlinks.
Now where’s the best place to position this navigation list? Personally, I’m a big fan of the jump-to-footer pattern. This puts the content first and the navigation second. At the top of the page there’s a link with an href attribute pointing to the fragment identifier for the navigation.
<body>
<main role="main" id="top">
<a href="#menu" class="control">Menu</a>
...
</main>
<nav role="navigation" id="menu">
...
<a href="#top" class="control">Dismiss</a>
</nav>
</body>
See the footer-anchor pattern in action.
Because it’s nothing more than a hyperlink, this works in just about every browser since the dawn of the web. Following hyperlinks is what web browsers were made to do (hence the name).
Step two: layout as an enhancement
The footer-anchor pattern is a particularly neat solution on small-screen devices, like mobile phones. Once more screen real estate is available, I can use the magic of CSS to reposition the navigation above the content. I could use position: absolute, flexbox or, in this case, display: table.
@media all and (min-width: 35em) {
.control {
display: none;
}
body {
display: table;
}
[role="navigation"] {
display: table-caption;
columns: 6 15em;
}
}
See the styles for wider screens in action
Step three: enhance!
Right. At this point I’m providing core functionality to everyone, and I’ve got nice responsive styles for wider screens. I could stop here, but the real advantage of progressive enhancement is that I don’t have to. From here on, I can go crazy adding all sorts of fancy enhancements for modern browsers, without having to worry about providing a fallback for older browsers – the fallback is already in place.
What I’d really like is to provide a swish off-canvas pattern for small-screen devices. Here’s my plan:
Position the navigation under the main content.
Listen out for the .control links being activated and intercept that action.
When those links are activated, toggle a class of .active on the body.
If the .active class exists, slide the content out to reveal the navigation.
Here’s the CSS for positioning the content and navigation:
@media all and (max-width: 35em) {
[role="main"] {
transition: all .25s;
width: 100%;
position: absolute;
z-index: 2;
top: 0;
right: 0;
}
[role="navigation"] {
width: 75%;
position: absolute;
z-index: 1;
top: 0;
right: 0;
}
.active [role="main"] {
transform: translateX(-75%);
}
}
In my JavaScript, I’m going to listen out for any clicks on the .control links and toggle the .active class on the body accordingly:
(function (win, doc) {
'use strict';
var linkclass = 'control',
activeclass = 'active',
toggleClassName = function (element, toggleClass) {
var reg = new RegExp('(s|^)' + toggleClass + '(s|$)');
if (!element.className.match(reg)) {
element.className += ' ' + toggleClass;
} else {
element.className = element.className.replace(reg, '');
}
},
navListener = function (ev) {
ev = ev || win.event;
var target = ev.target || ev.srcElement;
if (target.className.indexOf(linkclass) !== -1) {
ev.preventDefault();
toggleClassName(doc.body, activeclass);
}
};
doc.addEventListener('click', navListener, false);
}(this, this.document));
I’m all set, right? Not so fast!
Cutting the mustard
I’ve made the assumption that addEventListener will be available in my JavaScript. That isn’t a safe assumption. That’s because JavaScript – unlike HTML or CSS – isn’t fault-tolerant. If you use an HTML element or attribute that a browser doesn’t understand, or if you use a CSS selector, property or value that a browser doesn’t understand, it’s no big deal. The browser will just ignore what it doesn’t understand: it won’t throw an error, and it won’t stop parsing the file.
JavaScript is different. If you make an error in your JavaScript, or use a JavaScript method or property that a browser doesn’t recognise, that browser will throw an error, and it will stop parsing the file. That’s why it’s important to test for features before using them in JavaScript. That’s also why it isn’t safe to rely on JavaScript for core functionality.
In my case, I need to test for the existence of addEventListener:
(function (win, doc) {
if (!win.addEventListener) {
return;
}
...
}(this, this.document));
The good folk over at the BBC call this kind of feature test cutting the mustard. If a browser passes the test, it cuts the mustard, and so it gets the enhancements. If a browser doesn’t cut the mustard, it doesn’t get the enhancements. And that’s fine because, remember, websites don’t need to look the same in every browser.
I want to make sure that my off-canvas styles are only going to apply to mustard-cutting browsers. I’m going to use JavaScript to add a class of .cutsthemustard to the document:
(function (win, doc) {
if (!win.addEventListener) {
return;
}
...
var enhanceclass = 'cutsthemustard';
doc.documentElement.className += ' ' + enhanceclass;
}(this, this.document));
Now I can use the existence of that class name to adjust my CSS:
@media all and (max-width: 35em) {
.cutsthemustard [role="main"] {
transition: all .25s;
width: 100%;
position: absolute;
z-index: 2;
top: 0;
right: 0;
}
.cutsthemustard [role="navigation"] {
width: 75%;
position: absolute;
z-index: 1;
top: 0;
right: 0;
}
.cutsthemustard .active [role="main"] {
transform: translateX(-75%);
}
}
See the enhanced mustard-cutting off-canvas navigation. Remember, this only applies to small screens so you might have to squish your browser window.
Enhance all the things!
This was a relatively simple example, but it illustrates the thinking behind progressive enhancement: once you’re providing the core functionality to everyone, you’re free to go crazy with all the latest enhancements for modern browsers.
Progressive enhancement doesn’t mean you have to provide all the same functionality to everyone – quite the opposite. That’s why it’s key to figure out early on what the core functionality is, and make sure that it can be provided with the most basic technology. But from that point on, you’re free to add many more features that aren’t mission-critical. You should reward more capable browsers by giving them more of those features, such as animation in CSS, geolocation in JavaScript, and new input types in HTML.
Like I said, progressive enhancement isn’t a technology. It’s a way of thinking. Once you start thinking this way, you’ll be prepared for whatever the next ten years throws at us. |
2014 |
Jeremy Keith |
jeremykeith |
2014-12-09T00:00:00+00:00 |
https://24ways.org/2014/responsive-enhancement/ |
code |
| 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 |
| 48 |
A Holiday Wish |
A friend and I were talking the other day about why clients spend more on toilet cleaning than design, and how the industry has changed since the mid-1990s, when we got our starts. Early in his career, my friend wrote a fine CSS book, but for years he has called himself a UX designer. And our conversation got me thinking about how I reacted to that title back when I first started hearing it.
“Just what this business needs,” I said to myself, “another phony expert.”
Okay, so I was wrong about UX, but my touchiness was not altogether unfounded. In the beginning, our industry was divided between freelance jack-of-all-trade punks, who designed and built and coded and hosted and Photoshopped and even wrote the copy when the client couldn’t come up with any, and snot-slick dot-com mega-agencies that blew up like Alice and handed out titles like impoverished nobles in the years between the world wars.
I was the former kind of designer, a guy who, having failed or just coasted along at a cluster of other careers, had suddenly, out of nowhere, blossomed into a web designer—an immensely curious designer slash coder slash writer with a near-insatiable lust to shave just one more byte from every image. We had modems back then, and I dreamed in sixteen colors. My source code was as pretty as my layouts (arguably prettier) and I hoovered up facts and opinions from newsgroups and bulletin boards as fast as any loudmouth geek could throw them. It was a beautiful life.
But soon, too soon, the professional digital agencies arose, buying loft buildings downtown, jacking in at T1 speeds, charging a hundred times what I did, and communicating with their clients in person, in large artfully bedecked rooms, wearing hand-tailored Barney’s suits and bringing back the big city bullshit I thought I’d left behind when I quit advertising to become a web designer.
Just like the big bad ad agencies of my early career, the new digital agencies stocked every meeting with a totem pole worth of ranks and titles. If the client brought five upper middle managers to the meeting, the agency did likewise. If fifteen stakeholders got to ask for a bigger logo, fifteen agency personnel showed up to take notes on the percentage of enlargement required.
But my biggest gripe was with the titles.
The bigger and more expensive the agency, the lousier it ran with newly invented titles. Nobody was a designer any more. Oh, no. Designer, apparently, wasn’t good enough. Designer was not what you called someone you threw that much money at.
Instead of designers, there were user interaction leads and consulting middleware integrators and bilabial experience park rangers and you name it. At an AIGA Miami event where I was asked to speak in the 1990s, I once watched the executive creative director of the biggest dot-com agency of the day make a presentation where he spent half his time bragging that the agency had recently shaved down the number of titles for people who basically did design stuff from forty-six to just twenty-three—he presented this as though it were an Einsteinian coup—and the other half of his time showing a film about the agency’s newly opened branch in Oslo. The Oslo footage was shot in December. I kept wondering which designer in the audience who lived in the constant breezy balminess of Miami they hoped to entice to move to dark, wintry Norway. But I digress.
Shortly after I viewed this presentation, the dot-com world imploded, brought about largely by the euphoric excess of the agencies and their clients. But people still needed websites, and my practice flourished—to the point where, in 1999, I made the terrifying transition from guy in his underwear working freelance out of his apartment to head of a fledgling design studio. (Note: you never stop working on that change.)
I had heard about experience design in the 1990s, but assumed it was a gig for people who only knew one font.
But sometime around 2004 or 2005, among my freelance and small-studio colleagues, like a hobbit in the Shire, I began hearing whispers in the trees of a new evil stirring. The fires of Mordor were burning. Web designers were turning in their HTML editing tools and calling themselves UXers.
I wasn’t sure if they pronounced it “uck-sir,” or “you-ex-er,” but I trusted their claims to authenticity about as far as I trusted the actors in a Doctor Pepper commercial when they claimed to be Peppers. I’m an UXer, you’re an UXer, wouldn’t you like to be an UXer too? No thanks, said I. I still make things. With my hands.
Such was my thinking. I may have earned an MFA at the end of some long-past period of soul confusion, but I have working-class roots and am profoundly suspicious of, well, everything, but especially of anything that smacks of pretense. I got exporting GIFs. I didn’t get how white papers and bullet points helped anybody do anything.
I was wrong. And gradually I came to know I was wrong. And before other members of my tribe embraced UX, and research, and content strategy, and the other airier consultant services, I was on board. It helped that my wife of the time was a librarian from Michigan, so I’d already bought into the cult of information architecture. And if I wasn’t exactly the seer who first understood how borderline academic practices related to UX could become as important to our medium and industry as our craft skills, at least I was down a lot faster than Judd Apatow got with feminism. But I digress.
I love the web and all the people in it. Today I understand design as a strategic practice above all. The promise of the web, to make all knowledge accessible to all people, won’t be won by HTML5, WCAG 2, and responsive web design alone.
We are all designers. You may call yourself a front-end developer, but if you spend hours shaving half-seconds off an interaction, that’s user experience and you, my friend, are a designer. If the client asks, “Can you migrate all my old content to the new CMS?” and you answer, “Of course we can, but should we?”, you are a designer. Even our users are designers. Think about it.
Once again, as in the dim dumb dot-com past, we seem to be divided by our titles. But, O, my friends, our varied titles are only differing facets of the same bright gem. Sisters, brothers, we are all designers. Love on! Love on!
And may all your web pages, cards, clusters, clumps, asides, articles, and relational databases be bright. |
2014 |
Jeffrey Zeldman |
jeffreyzeldman |
2014-12-18T00:00:00+00:00 |
https://24ways.org/2014/a-holiday-wish/ |
ux |
| 49 |
Universal React |
One of the libraries to receive a huge amount of focus in 2015 has been ReactJS, a library created by Facebook for building user interfaces and web applications.
More generally we’ve seen an even greater rise in the number of applications built primarily on the client side with most of the logic implemented in JavaScript. One of the main issues with building an app in this way is that you immediately forgo any customers who might browse with JavaScript turned off, and you can also miss out on any robots that might visit your site to crawl it (such as Google’s search bots). Additionally, we gain a performance improvement by being able to render from the server rather than having to wait for all the JavaScript to be loaded and executed.
The good news is that this problem has been recognised and it is possible to build a fully featured client-side application that can be rendered on the server. The way in which these apps work is as follows:
The user visits www.yoursite.com and the server executes your JavaScript to generate the HTML it needs to render the page.
In the background, the client-side JavaScript is executed and takes over the duty of rendering the page.
The next time a user clicks, rather than being sent to the server, the client-side app is in control.
If the user doesn’t have JavaScript enabled, each click on a link goes to the server and they get the server-rendered content again.
This means you can still provide a very quick and snappy experience for JavaScript users without having to abandon your non-JS users. We achieve this by writing JavaScript that can be executed on the server or on the client (you might have heard this referred to as isomorphic) and using a JavaScript framework that’s clever enough handle server- or client-side execution. Currently, ReactJS is leading the way here, although Ember and Angular are both working on solutions to this problem.
It’s worth noting that this tutorial assumes some familiarity with React in general, its syntax and concepts. If you’d like a refresher, the ReactJS docs are a good place to start.
Getting started
We’re going to create a tiny ReactJS application that will work on the server and the client. First we’ll need to create a new project and install some dependencies. In a new, blank directory, run:
npm init -y
npm install --save ejs express react react-router react-dom
That will create a new project and install our dependencies:
ejs is a templating engine that we’ll use to render our HTML on the server.
express is a small web framework we’ll run our server on.
react-router is a popular routing solution for React so our app can fully support and respect URLs.
react-dom is a small React library used for rendering React components.
We’re also going to write all our code in ECMAScript 6, and therefore need to install BabelJS and configure that too.
npm install --save-dev babel-cli babel-preset-es2015 babel-preset-react
Then, create a .babelrc file that contains the following:
{
"presets": ["es2015", "react"]
}
What we’ve done here is install Babel’s command line interface (CLI) tool and configured it to transform our code from ECMAScript 6 (or ES2015) to ECMAScript 5, which is more widely supported. We’ll need the React transforms when we start writing JSX when working with React.
Creating a server
For now, our ExpressJS server is pretty straightforward. All we’ll do is render a view that says ‘Hello World’. Here’s our server code:
import express from 'express';
import http from 'http';
const app = express();
app.use(express.static('public'));
app.set('view engine', 'ejs');
app.get('*', (req, res) => {
res.render('index');
});
const server = http.createServer(app);
server.listen(3003);
server.on('listening', () => {
console.log('Listening on 3003');
});
Here we’re using ES6 modules, which I wrote about on 24 ways last year, if you’d like a reminder. We tell the app to render the index view on any GET request (that’s what app.get('*') means, the wildcard matches any route).
We now need to create the index view file, which Express expects to be defined in views/index.ejs:
<!DOCTYPE html>
<html>
<head>
<title>My App</title>
</head>
<body>
Hello World
</body>
</html>
Finally, we’re ready to run the server. Because we installed babel-cli earlier we have access to the babel-node executable, which will transform all your code before running it through node. Run this command:
./node_modules/.bin/babel-node server.js
And you should now be able to visit http://localhost:3003 and see ‘Hello World’ right there:
Building the React app
Now we’ll build the React application entirely on the server, before adding the client-side JavaScript right at the end. Our app will have two routes, / and /about which will both show a small amount of content. This will demonstrate how to use React Router on the server side to make sure our React app plays nicely with URLs.
Firstly, let’s update views/index.ejs. Our server will figure out what HTML it needs to render, and pass that into the view. We can pass a value into our view when we render it, and then use EJS syntax to tell it to output that data. Update the template file so the body looks like so:
<body>
<%- markup %>
</body>
Next, we’ll define the routes we want our app to have using React Router. For now we’ll just define the index route, and not worry about the /about route quite yet. We could define our routes in JSX, but I think for server-side rendering it’s clearer to define them as an object. Here’s what we’re starting with:
const routes = {
path: '',
component: AppComponent,
childRoutes: [
{
path: '/',
component: IndexComponent
}
]
}
These are just placed at the top of server.js, after the import statements. Later we’ll move these into a separate file, but for now they are fine where they are.
Notice how I define first that the AppComponent should be used at the '' path, which effectively means it matches every single route and becomes a container for all our other components. Then I give it a child route of /, which will match the IndexComponent. Before we hook these routes up with our server, let’s quickly define components/app.js and components/index.js. app.js looks like so:
import React from 'react';
export default class AppComponent extends React.Component {
render() {
return (
<div>
<h2>Welcome to my App</h2>
{ this.props.children }
</div>
);
}
}
When a React Router route has child components, they are given to us in the props under the children key, so we need to include them in the code we want to render for this component. The index.js component is pretty bland:
import React from 'react';
export default class IndexComponent extends React.Component {
render() {
return (
<div>
<p>This is the index page</p>
</div>
);
}
}
Server-side routing with React Router
Head back into server.js, and firstly we’ll need to add some new imports:
import React from 'react';
import { renderToString } from 'react-dom/server';
import { match, RoutingContext } from 'react-router';
import AppComponent from './components/app';
import IndexComponent from './components/index';
The ReactDOM package provides react-dom/server which includes a renderToString method that takes a React component and produces the HTML string output of the component. It’s this method that we’ll use to render the HTML from the server, generated by React. From the React Router package we use match, a function used to find a matching route for a URL; and RoutingContext, a React component provided by React Router that we’ll need to render. This wraps up our components and provides some functionality that ties React Router together with our app. Generally you don’t need to concern yourself about how this component works, so don’t worry too much.
Now for the good bit: we can update our app.get('*') route with the code that matches the URL against the React routes:
app.get('*', (req, res) => {
// routes is our object of React routes defined above
match({ routes, location: req.url }, (err, redirectLocation, props) => {
if (err) {
// something went badly wrong, so 500 with a message
res.status(500).send(err.message);
} else if (redirectLocation) {
// we matched a ReactRouter redirect, so redirect from the server
res.redirect(302, redirectLocation.pathname + redirectLocation.search);
} else if (props) {
// if we got props, that means we found a valid component to render
// for the given route
const markup = renderToString(<RoutingContext {...props} />);
// render `index.ejs`, but pass in the markup we want it to display
res.render('index', { markup })
} else {
// no route match, so 404. In a real app you might render a custom
// 404 view here
res.sendStatus(404);
}
});
});
We call match, giving it the routes object we defined earlier and req.url, which contains the URL of the request. It calls a callback function we give it, with err, redirectLocation and props as the arguments. The first two conditionals in the callback function just deal with an error occuring or a redirect (React Router has built in redirect support). The most interesting bit is the third conditional, else if (props). If we got given props and we’ve made it this far it means we found a matching component to render and we can use this code to render it:
...
} else if (props) {
// if we got props, that means we found a valid component to render
// for the given route
const markup = renderToString(<RoutingContext {...props} />);
// render `index.ejs`, but pass in the markup we want it to display
res.render('index', { markup })
} else {
...
}
The renderToString method from ReactDOM takes that RoutingContext component we mentioned earlier and renders it with the properties required. Again, you need not concern yourself with what this specific component does or what the props are. Most of this is data that React Router provides for us on top of our components.
Note the {...props}, which is a neat bit of JSX syntax that spreads out our object into key value properties. To see this better, note the two pieces of JSX code below, both of which are equivalent:
<MyComponent a="foo" b="bar" />
// OR:
const props = { a: "foo", b: "bar" };
<MyComponent {...props} />
Running the server again
I know that felt like a lot of work, but the good news is that once you’ve set this up you are free to focus on building your React components, safe in the knowledge that your server-side rendering is working. To check, restart the server and head to http://localhost:3003 once more. You should see it all working!
Refactoring and one more route
Before we move on to getting this code running on the client, let’s add one more route and do some tidying up. First, move our routes object out into routes.js:
import AppComponent from './components/app';
import IndexComponent from './components/index';
const routes = {
path: '',
component: AppComponent,
childRoutes: [
{
path: '/',
component: IndexComponent
}
]
}
export { routes };
And then update server.js. You can remove the two component imports and replace them with:
import { routes } from './routes';
Finally, let’s add one more route for ./about and links between them. Create components/about.js:
import React from 'react';
export default class AboutComponent extends React.Component {
render() {
return (
<div>
<p>A little bit about me.</p>
</div>
);
}
}
And then you can add it to routes.js too:
import AppComponent from './components/app';
import IndexComponent from './components/index';
import AboutComponent from './components/about';
const routes = {
path: '',
component: AppComponent,
childRoutes: [
{
path: '/',
component: IndexComponent
},
{
path: '/about',
component: AboutComponent
}
]
}
export { routes };
If you now restart the server and head to http://localhost:3003/about` you’ll see the about page!
For the finishing touch we’ll use the React Router link component to add some links between the pages. Edit components/app.js to look like so:
import React from 'react';
import { Link } from 'react-router';
export default class AppComponent extends React.Component {
render() {
return (
<div>
<h2>Welcome to my App</h2>
<ul>
<li><Link to='/'>Home</Link></li>
<li><Link to='/about'>About</Link></li>
</ul>
{ this.props.children }
</div>
);
}
}
You can now click between the pages to navigate. However, everytime we do so the requests hit the server. Now we’re going to make our final change, such that after the app has been rendered on the server once, it gets rendered and managed in the client, providing that snappy client-side app experience.
Client-side rendering
First, we’re going to make a small change to views/index.ejs. React doesn’t like rendering directly into the body and will give a warning when you do so. To prevent this we’ll wrap our app in a div:
<body>
<div id="app"><%- markup %></div>
<script src="build.js"></script>
</body>
I’ve also added in a script tag to build.js, which is the file we’ll generate containing all our client-side code.
Next, create client-render.js. This is going to be the only bit of JavaScript that’s exclusive to the client side. In it we need to pull in our routes and render them to the DOM.
import React from 'react';
import ReactDOM from 'react-dom';
import { Router } from 'react-router';
import { routes } from './routes';
import createBrowserHistory from 'history/lib/createBrowserHistory';
ReactDOM.render(
<Router routes={routes} history={createBrowserHistory()} />,
document.getElementById('app')
)
The first thing you might notice is the mention of createBrowserHistory. React Router is built on top of the history module, a module that listens to the browser’s address bar and parses the new location. It has many modes of operation: it can keep track using a hashbang, such as http://localhost/#!/about (this is the default), or you can tell it to use the HTML5 history API by calling createBrowserHistory, which is what we’ve done. This will keep the URLs nice and neat and make sure the client and the server are using the same URL structure. You can read more about React Router and histories in the React Router documentation.
Finally we use ReactDOM.render and give it the Router component, telling it about all our routes, and also tell ReactDOM where to render, the #app element.
Generating build.js
We’re actually almost there! The final thing we need to do is generate our client side bundle. For this we’re going to use webpack, a module bundler that can take our application, follow all the imports and generate one large bundle from them. We’ll install it and babel-loader, a webpack plugin for transforming code through Babel.
npm install --save-dev webpack babel-loader
To run webpack we just need to create a configuration file, called webpack.config.js. Create the file in the root of our application and add the following code:
var path = require('path');
module.exports = {
entry: path.join(process.cwd(), 'client-render.js'),
output: {
path: './public/',
filename: 'build.js'
},
module: {
loaders: [
{
test: /.js$/,
loader: 'babel'
}
]
}
}
Note first that this file can’t be written in ES6 as it doesn’t get transformed. The first thing we do is tell webpack the main entry point for our application, which is client-render.js. We use process.cwd() because webpack expects an exact location – if we just gave it the string ‘client-render.js’, webpack wouldn’t be able to find it.
Next, we tell webpack where to output our file, and here I’m telling it to place the file in public/build.js. Finally we tell webpack that every time it hits a file that ends in .js, it should use the babel-loader plugin to transform the code first.
Now we’re ready to generate the bundle!
./node_modules/.bin/webpack
This will take a fair few seconds to run (on my machine it’s about seven or eight), but once it has it will have created public/build.js, a client-side bundle of our application. If you restart your server once more you’ll see that we can now navigate around our application without hitting the server, because React on the client takes over. Perfect!
The first bundle that webpack generates is pretty slow, but if you run webpack -w it will go into watch mode, where it watches files for changes and regenerates the bundle. The key thing is that it only regenerates the small pieces of the bundle it needs, so while the first bundle is very slow, the rest are lightning fast. I recommend leaving webpack constantly running in watch mode when you’re developing.
Conclusions
First, if you’d like to look through this code yourself you can find it all on GitHub. Feel free to raise an issue there or tweet me if you have any problems or would like to ask further questions.
Next, I want to stress that you shouldn’t use this as an excuse to build all your apps in this way. Some of you might be wondering whether a static site like the one we built today is worth its complexity, and you’d be right. I used it as it’s an easy example to work with but in the future you should carefully consider your reasons for wanting to build a universal React application and make sure it’s a suitable infrastructure for you.
With that, all that’s left for me to do is wish you a very merry Christmas and best of luck with your React applications! |
2015 |
Jack Franklin |
jackfranklin |
2015-12-05T00:00:00+00:00 |
https://24ways.org/2015/universal-react/ |
code |
| 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 |
| 51 |
Blow Your Own Trumpet |
Even if your own trumpet’s tiny and fell out of a Christmas cracker, blowing it isn’t something that everyone’s good at. Some people find selling themselves and what they do difficult. But, you know what? Boo hoo hoo. If you want people to buy something, the reality is you’d better get good at selling, especially if that something is you.
For web professionals, the best place to tell potential business customers or possible employers about what you do is on your own website. You can write what you want and how you want, but that doesn’t make knowing what to write any easier. As a matter of fact, writing for yourself often proves harder than writing for someone else.
I spent this autumn thinking about what I wanted to say about Stuff & Nonsense on the website we relaunched recently. While I did that, I spoke to other designers about how they struggled to write about their businesses.
If you struggle to write well, don’t worry. You’re not on your own. Here are five ways to hit the right notes when writing about yourself and your work.
Be genuine about who you are
I’ve known plenty of talented people who run a successful business pretty much single-handed. Somehow they still feel awkward presenting themselves as individuals. They wonder whether describing themselves as a company will give them extra credibility. They especially agonise over using “we” rather than “I” when describing what they do. These choices get harder when you’re a one-man band trading as a limited company or LLC business entity.
If you mainly work alone, don’t describe yourself as anything other than “I”. You might think that saying “we” makes you appear larger and will give you a better chance of landing bigger and better work, but the moment a prospective client asks, “How many people are you?” you’ll have some uncomfortable explaining to do. This will distract them from talking about your work and derail your sales process. There’s no need to be anything other than genuine about how you describe yourself. You should be proud to say “I” because working alone isn’t something that many people have the ability, business acumen or talent to do.
Explain what you actually do
How many people do precisely the same job as you? Hundreds? Thousands? The same goes for companies. If yours is a design studio, development team or UX consultancy, there are countless others saying exactly what you’re saying about what you do. Simply stating that you code, design or – God help me – “handcraft digital experiences” isn’t enough to make your business sound different from everyone else. Anyone can and usually does say that, but people buy more than deliverables. They buy something that’s unique about you and your business.
Potentially thousands of companies deliver code and designs the same way as Stuff & Nonsense, but our clients don’t just buy page designs, prototypes and websites from us. They buy our taste for typography, colour and layout, summed up by our “It’s the taste” tagline and bowler hat tip to the PG Tips chimps. We hope that potential clients will understand what’s unique about us. Think beyond your deliverables to what people actually buy, and sell the uniqueness of that.
Describe work in progress
It’s sad that current design trends have made it almost impossible to tell one website from another. So many designers now demonstrate finished responsive website designs by pasting them onto iMac, MacBook, iPad and iPhone screens that their portfolios don’t fare much better. Every designer brings their own experience, perspective and process to a project. In my experience, it’s understanding those differences which forms a big part of how a prospective client makes a decision about who to work with. Don’t simply show a prospective client the end result of a previous project; explain your process, the development of your thinking and even the wrong turns you took.
Traditional case studies, like the one I’ve just written about Stuff & Nonsense’s work for WWF UK, can take a lot of time. That’s probably why many portfolios get out of date very quickly. Designers make new work all the time, so there must be a better way to show more of it more often, to give prospective clients a clearer understanding of what we do. At Stuff & Nonsense our solution was to create a feed where we could post fragments of design work throughout a project. This also meant rewriting our Contract Killer to give us permission to publish work before someone signs it off.
Outline a client’s experience
Recently a client took me to one side and offered some valuable advice. She told me that our website hadn’t described anything about the experience she’d had while working with us. She said that knowing more about how we work would’ve helped her make her buying decision.
When a client chooses your business, they’re hoping for more than a successful outcome. They want their project to run smoothly. They want to feel that they made a correct decision when they chose you. If they work for an organisation, they’ll want their good judgement to be recognised too. Our client didn’t recognise her experience because we hadn’t made our own website part of it. Remember, the challenge of creating a memorable user experience starts with selling to the people paying you for it.
Address your ideal client
It’s important to understand that a portfolio’s job isn’t to document your work, it’s to attract new work from clients you want. Make sure that work you show reflects the work you want, because what you include in your portfolio often leads to more of the same.
When you’re writing for your portfolio and elsewhere on your website, imagine that you’re addressing your ideal client. Picture them sitting opposite and answer the questions they’d ask as you would in conversation. Be direct, funny if that’s appropriate and serious when it’s not. If it helps, ask a friend to read the questions aloud and record what you say in response. This will help make what you write sound natural. I’ve found this technique helps clients write copy too.
Toot your own horn
Some people confuse expressing confidence in yourself and your work as boastfulness, but in a competitive world the reality is that if you are to succeed, you need to show confidence so that others can show their confidence in you. If you want people to hear you, pick up your trumpet and blow it. |
2015 |
Andy Clarke |
andyclarke |
2015-12-23T00:00:00+00:00 |
https://24ways.org/2015/blow-your-own-trumpet/ |
business |
| 52 |
Git Rebasing: An Elfin Workshop Workflow |
This year Santa’s helpers have been tasked with making a garland. It’s a pretty simple task: string beads onto yarn in a specific order. When the garland reaches a specific length, add it to the main workshop garland. Each elf has a specific sequence they’re supposed to chain, which is given to them via a work order. (This is starting to sound like one of those horrible calculus problems. I promise it isn’t. It’s worse; it’s about Git.)
For the most part, the system works really well. The elves are able to quickly build up a shared chain because each elf specialises on their own bit of garland, and then links the garland together. Because of this they’re able to work independently, but towards the common goal of making a beautiful garland.
At first the elves are really careful with each bead they put onto the garland. They check with one another before merging their work, and review each new link carefully. As time crunches on, the elves pour a little more cheer into the eggnog cooler, and the quality of work starts to degrade. Tensions rise as mistakes are made and unkind words are said. The elves quickly realise they’re going to need a system to change the beads out when mistakes are made in the chain.
The first common mistake is not looking to see what the latest chain is that’s been added to the main garland. The garland is huge, and it sits on a roll in one of the corners of the workshop. It’s a big workshop, so it is incredibly impractical to walk all the way to the roll to check what the last link is on the chain. The elves, being magical, have set up a monitoring system that allows them to keep a local copy of the main garland at their workstation. It’s an imperfect system though, so the elves have to request a manual refresh to see the latest copy. They can request a new copy by running the command
git pull --rebase=preserve
(They found that if they ran git pull on its own, they ended up with weird loops of extra beads off the main garland, so they’ve opted to use this method.) This keeps the shared garland up to date, which makes things a lot easier. A visualisation of the rebase process is available.
The next thing the elves noticed is that if they worked on the main workshop garland, they were always running into problems when they tried to share their work back with the rest of the workshop. It was fine if they were working late at night by themselves, but in the middle of the day, it was horrible. (I’ve been asked not to talk about that time the fight broke out.) Instead of trying to share everything on their local copy of the main garland, the elves have realised it’s a lot easier to work on a new string and then knot this onto the main garland when their pattern repeat is finished. They generate a new string by issuing the following commands:
git checkout master
git checkout -b 1234_pattern-name
1234 represents the work order number and pattern-name describes the pattern they’re adding. Each bead is then added to the new link (git add bead.txt) and locked into place (git commit). Each elf repeats this process until the sequence of beads described in the work order has been added to their mini garland.
To combine their work with the main garland, the elves need to make a few decisions. If they’re making a single strand, they issue the following commands:
git checkout master
git merge --ff-only 1234_pattern-name
To share their work they publish the new version of the main garland to the workshop spool with the command git push origin master.
Sometimes this fails. Sharing work fails because the workshop spool has gotten new links added since the elf last updated their copy of the main workshop spool. This makes the elves both happy and sad. It makes them happy because it means the other elves have been working too, but it makes them sad because they now need to do a bit of extra work to close their work order.
To update the local copy of the workshop spool, the elf first unlinks the chain they just linked by running the command:
git reset --merge ORIG_HEAD
This works because the garland magic notices when the elves are doing a particularly dangerous thing and places a temporary, invisible bookmark to the last safe bead in the chain before the dangerous thing happened. The garland no longer has the elf’s work, and can be updated safely. The elf runs the command git pull --rebase=preserve and the changes all the other elves have made are applied locally.
With these new beads in place, the elf now has to restring their own chain so that it starts at the right place. To do this, the elf turns back to their own chain (git checkout 1234_pattern-name) and runs the command git rebase master. Assuming their bead pattern is completely unique, the process will run and the elf’s beads will be restrung on the tip of the main workshop garland.
Sometimes the magic fails and the elf has to deal with merge conflicts. These are kind of annoying, so the elf uses a special inspector tool to figure things out. The elf opens the inspector by running the command git mergetool to work through places where their beads have been added at the same points as another elf’s beads. Once all the conflicts are resolved, the elf saves their work, and quits the inspector. They might need to do this a few times if there are a lot of new beads, so the elf has learned to follow this update process regularly instead of just waiting until they’re ready to close out their work order.
Once their link is up to date, the elf can now reapply their chain as before, publish their work to the main workshop garland, and close their work order:
git checkout master
git merge --ff-only 1234_pattern-name
git push origin master
Generally this process works well for the elves. Sometimes, though, when they’re tired or bored or a little drunk on festive cheer, they realise there’s a mistake in their chain of beads. Fortunately they can fix the beads without anyone else knowing. These tools can be applied to the whole workshop chain as well, but it causes problems because the magic assumes that elves are only ever adding to the main chain, not removing or reordering beads on the fly. Depending on where the mistake is, the elf has a few different options.
Let’s pretend the elf has a sequence of five beads she’s been working on. The work order says the pattern should be red-blue-red-blue-red.
If the sequence of beads is wrong (for example, blue-blue-red-red-red), the elf can remove the beads from the chain, but keep the beads in her workstation using the command git reset --soft HEAD~5.
If she’s been using the wrong colours and the wrong pattern (for example, green-green-yellow-yellow-green), she can remove the beads from her chain and discard them from her workstation using the command git reset --hard HEAD~5.
If one of the beads is missing (for example, red-blue-blue-red), she can restring the beads using the first method, or she can use a bit of magic to add the missing bead into the sequence.
Using a tool that’s a bit like orthoscopic surgery, she first selects a sequence of beads which contains the problem. A visualisation of this process is available.
Start the garland surgery process with the command:
git rebase --interactive HEAD~4
A new screen comes up with the following information (the oldest bead is on top):
pick c2e4877 Red bead
pick 9b5555e Blue bead
pick 7afd66b Blue bead
pick e1f2537 Red bead
The elf adjusts the list, changing “pick” to “edit” next to the first blue bead:
pick c2e4877 Red bead
edit 9b5555e Blue bead
pick 7afd66b Blue bead
pick e1f2537 Red bead
She then saves her work and quits the editor. The garland magic has placed her back in time at the moment just after she added the first blue bead.
She needs to manually fix up her garland to add the new red bead. If the beads were files, she might run commands like vim beads.txt and edit the file to make the necessary changes.
Once she’s finished her changes, she needs to add her new bead to the garland (git add --all) and lock it into place (git commit). This time she assigns the commit message “Red bead – added” so she can easily find it.
The garland magic has replaced the bead, but she still needs to verify the remaining beads on the garland. This is a mostly automatic process which is started by running the command git rebase --continue.
The new red bead has been assigned a position formerly held by the blue bead, and so the elf must deal with a merge conflict. She opens up a new program to help resolve the conflict by running git mergetool.
She knows she wants both of these beads in place, so the elf edits the file to include both the red and blue beads.
With the conflict resolved, the elf saves her changes and quits the mergetool.
Back at the command line, the elf checks the status of her work using the command git status.
rebase in progress; onto 4a9cb9d
You are currently rebasing branch '2_RBRBR' on '4a9cb9d'.
(all conflicts fixed: run "git rebase --continue")
Changes to be committed:
(use "git reset HEAD <file>..." to unstage)
modified: beads.txt
Untracked files:
(use "git add <file>..." to include in what will be committed)
beads.txt.orig
She removes the file added by the mergetool with the command rm beads.txt.orig and commits the edits she just made to the bead file using the commands:
git add beads.txt
git commit --message "Blue bead -- resolved conflict"
With the conflict resolved, the elf is able to continue with the rebasing process using the command git rebase --continue. There is one final conflict the elf needs to resolve. Once again, she opens up the visualisation tool and takes a look at the two conflicting files.
She incorporates the changes from the left and right column to ensure her bead sequence is correct.
Once the merge conflict is resolved, the elf saves the file and quits the mergetool. Once again, she cleans out the backup file added by the mergetool (rm beads.txt.orig) and commits her changes to the garland:
git add beads.txt
git commit --message "Red bead -- resolved conflict"
and then runs the final verification steps in the rebase process (git rebase --continue).
The verification process runs through to the end, and the elf checks her work using the command git log --oneline.
9269914 Red bead -- resolved conflict
4916353 Blue bead -- resolved conflict
aef0d5c Red bead -- added
9b5555e Blue bead
c2e4877 Red bead
She knows she needs to read the sequence from bottom to top (the oldest bead is on the bottom). Reviewing the list she sees that the sequence is now correct.
Sometimes, late at night, the elf makes new copies of the workshop garland so she can play around with the bead sequencer just to see what happens. It’s made her more confident at restringing beads when she’s found real mistakes. And she doesn’t mind helping her fellow elves when they run into trouble with their beads. The sugar cookies they leave her as thanks don’t hurt either. If you would also like to play with the bead sequencer, you can get a copy of the branches the elf worked.
Our lessons from the workshop:
By using rebase to update your branches, you avoid merge commits and keep a clean commit history.
If you make a mistake on one of your local branches, you can use reset to take commits off your branch. If you want to save the work, but uncommit it, add the parameter --soft. If you want to completely discard the work, use the parameter, --hard.
If you have merged working branch changes to the local copy of your master branch and it is preventing you from pushing your work to a remote repository, remove these changes using the command reset with the parameter --merge ORIG_HEAD before updating your local copy of the remote master branch.
If you want to make a change to work that was committed a little while ago, you can use the command rebase with the parameter --interactive. You will need to include how many commits back in time you want to review. |
2015 |
Emma Jane Westby |
emmajanewestby |
2015-12-07T00:00:00+00:00 |
https://24ways.org/2015/git-rebasing/ |
code |
| 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 |
| 54 |
Putting My Patterns through Their Paces |
Over the last few years, the conversation around responsive design has shifted subtly, focusing not on designing pages, but on patterns: understanding the small, reusable elements that comprise a larger design system. And given that many of those patterns are themselves responsive, learning to manage these small layout systems has become a big part of my work.
The thing is, the more pattern-driven work I do, the more I realize my design process has changed in a number of subtle, important ways. I suppose you might even say that pattern-driven design has, in a few ways, redesigned me.
Meet the Teaser
Here’s a recent example. A few months ago, some friends and I redesigned The Toast. (It was a really, really fun project, and we learned a lot.) Each page of the site is, as you might guess, stitched together from a host of tiny, reusable patterns. Some of them, like the search form and footer, are fairly unique, and used once per page; others are used more liberally, and built for reuse. The most prevalent example of these more generic patterns is the teaser, which is classed as, uh, .teaser. (Look, I never said I was especially clever.)
In its simplest form, a teaser contains a headline, which links to an article:
Fairly straightforward, sure. But it’s just the foundation: from there, teasers can have a byline, a description, a thumbnail, and a comment count. In other words, we have a basic building block (.teaser) that contains a few discrete content types – some required, some not. In fact, very few of those pieces need to be present; to qualify as a teaser, all we really need is a link and a headline. But by adding more elements, we can build slight variations of our teaser, and make it much, much more versatile.
Nearly every element visible on this page is built out of our generic “teaser” pattern.
But the teaser variation I’d like to call out is the one that appears on The Toast’s homepage, on search results or on section fronts. In the main content area, each teaser in the list features larger images, as well as an interesting visual treatment: the byline and comment count were the most prominent elements within each teaser, appearing above the headline.
The approved visual design of our teaser, as it appears on lists on the homepage and the section fronts.
And this is, as it happens, the teaser variation that gave me pause. Back in the old days – you know, like six months ago – I probably would’ve marked this module up to match the design. In other words, I would’ve looked at the module’s visual hierarchy (metadata up top, headline and content below) and written the following HTML:
<div class="teaser">
<p class="article-byline">By <a href="#">Author Name</a></p>
<a class="comment-count" href="#">126 <i>comments</i></a>
<h1 class="article-title"><a href="#">Article Title</a></h1>
<p class="teaser-excerpt">Lorem ipsum dolor sit amet, consectetur…</p>
</div>
But then I caught myself, and realized this wasn’t the best approach.
Moving Beyond Layout
Since I’ve started working responsively, there’s a question I work into every step of my design process. Whether I’m working in Sketch, CSSing a thing, or researching a project, I try to constantly ask myself:
What if someone doesn’t browse the web like I do?
…Okay, that doesn’t seem especially fancy. (And maybe you came here for fancy.) But as straightforward as that question might seem, it’s been invaluable to so many aspects of my practice. If I’m working on a widescreen layout, that question helps me remember the constraints of the small screen; if I’m working on an interface that has some enhancements for touch, it helps me consider other input modes as I work. It’s also helpful as a reminder that many might not see the screen the same way I do, and that accessibility (in all its forms) should be a throughline for our work on the web.
And that last point, thankfully, was what caught me here. While having the byline and comment count at the top was a lovely visual treatment, it made for a terrible content hierarchy. For example, it’d be a little weird if the page was being read aloud in a speaking browser: the name of the author and the number of comments would be read aloud before the title of the article with which they’re associated.
That’s why I find it’s helpful to begin designing a pattern’s hierarchy before its layout: to move past the visual presentation in front of me, and focus on the underlying content I’m trying to support. In other words, if someone’s encountering my design without the CSS I’ve written, what should their experience be?
So I took a step back, and came up with a different approach:
<div class="teaser">
<h1 class="article-title"><a href="#">Article Title</a></h1>
<h2 class="article-byline">By <a href="#">Author Name</a></h2>
<p class="teaser-excerpt">
Lorem ipsum dolor sit amet, consectetur…
<a class="comment-count" href="#">126 <i>comments</i></a>
</p>
</div>
Much, much better. This felt like a better match for the content I was designing: the headline – easily most important element – was at the top, followed by the author’s name and an excerpt. And while the comment count is visually the most prominent element in the teaser, I decided it was hierarchically the least critical: that’s why it’s at the very end of the excerpt, the last element within our teaser. And with some light styling, we’ve got a respectable-looking hierarchy in place:
Yeah, you’re right – it’s not our final design. But from this basic-looking foundation, we can layer on a bit more complexity. First, we’ll bolster the markup with an extra element around our title and byline:
<div class="teaser">
<div class="teaser-hed">
<h1 class="article-title"><a href="#">Article Title</a></h1>
<h2 class="article-byline">By <a href="#">Author Name</a></h2>
</div>
…
</div>
With that in place, we can use flexbox to tweak our layout, like so:
.teaser-hed {
display: flex;
flex-direction: column-reverse;
}
flex-direction: column-reverse acts a bit like a change in gravity within our teaser-hed element, vertically swapping its two children.
Getting closer! But as great as flexbox is, it doesn’t do anything for elements outside our container, like our little comment count, which is, as you’ve probably noticed, still stranded at the very bottom of our teaser.
Flexbox is, as you might already know, wonderful! And while it enjoys incredibly broad support, there are enough implementations of old versions of Flexbox (in addition to plenty of bugs) that I tend to use a feature test to check if the browser’s using a sufficiently modern version of flexbox. Here’s the one we used:
var doc = document.body || document.documentElement;
var style = doc.style;
if ( style.webkitFlexWrap == '' ||
style.msFlexWrap == '' ||
style.flexWrap == '' ) {
doc.className += " supports-flex";
}
Eagle-eyed readers will note we could have used @supports feature queries to ask browsers if they support certain CSS properties, removing the JavaScript dependency. But since we wanted to serve the layout to IE we opted to write a little question in JavaScript, asking the browser if it supports flex-wrap, a property used elsewhere in the design. If the browser passes the test, then a class of supports-flex gets applied to our html element. And with that class in place, we can safely quarantine our flexbox-enabled layout from less-capable browsers, and finish our teaser’s design:
.supports-flex .teaser-hed {
display: flex;
flex-direction: column-reverse;
}
.supports-flex .teaser .comment-count {
position: absolute;
right: 0;
top: 1.1em;
}
If the supports-flex class is present, we can apply our flexbox layout to the title area, sure – but we can also safely use absolute positioning to pull our comment count out of its default position, and anchor it to the top right of our teaser. In other words, the browsers that don’t meet our threshold for our advanced styles are left with an attractive design that matches our HTML’s content hierarchy; but the ones that pass our test receive the finished, final design.
And with that, our teaser’s complete.
Diving Into Device-Agnostic Design
This is, admittedly, a pretty modest application of flexbox. (For some truly next-level work, I’d recommend Heydon Pickering’s “Flexbox Grid Finesse”, or anything Zoe Mickley Gillenwater publishes.) And for such a simple module, you might feel like this is, well, quite a bit of work. And you’d be right! In fact, it’s not one layout, but two: a lightly styled content hierarchy served to everyone, with the finished design served conditionally to the browsers that can successfully implement it. But 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. And what’s more, it works not just for simple modules like our teaser, but for more complex or interactive patterns as well.
Open video
Even a simple search form can be conditionally enhanced, given a little layered thinking.
This more layered approach to interface design isn’t a new one, mind you: it’s been championed by everyone from Filament Group to the BBC. And with all the challenges we keep uncovering, a more device-agnostic approach is one of the best ways I’ve found to practice responsive design. As Trent Walton once wrote,
Like cars designed to perform in extreme heat or on icy roads, websites should be built to face the reality of the web’s inherent variability.
We have a weird job, working on the web. We’re designing for the latest mobile devices, sure, but we’re increasingly aware that our definition of “smartphone” is much too narrow. Browsers have started appearing on our wrists and in our cars’ dashboards, but much of the world’s mobile data flows over sub-3G networks. After all, the web’s evolution has never been charted along a straight line: it’s simultaneously getting slower and faster, with devices new and old coming online every day. With all the challenges in front of us, including many we don’t yet know about, a more device-agnostic, more layered design process can better prepare our patterns – and ourselves – for the future.
(It won’t help you get enough to eat at holiday parties, though.) |
2015 |
Ethan Marcotte |
ethanmarcotte |
2015-12-10T00:00:00+00:00 |
https://24ways.org/2015/putting-my-patterns-through-their-paces/ |
code |
| 55 |
How Tabs Should Work |
Tabs in browsers (not browser tabs) are one of the oldest custom UI elements in a browser that I can think of. They’ve been done to death. But, sadly, most of the time I come across them, the tabs have been badly, or rather partially, implemented.
So this post is my definition of how a tabbing system should work, and one approach of implementing that.
But… tabs are easy, right?
I’ve been writing code for tabbing systems in JavaScript for coming up on a decade, and at one point I was pretty proud of how small I could make the JavaScript for the tabbing system:
var tabs = $('.tab').click(function () {
tabs.hide().filter(this.hash).show();
}).map(function () {
return $(this.hash)[0];
});
$('.tab:first').click();
Simple, right? Nearly fits in a tweet (ignoring the whole jQuery library…). Still, it’s riddled with problems that make it a far from perfect solution.
Requirements: what makes the perfect tab?
All content is navigable and available without JavaScript (crawler-compatible and low JS-compatible).
ARIA roles.
The tabs are anchor links that:
are clickable
have block layout
have their href pointing to the id of the panel element
use the correct cursor (i.e. cursor: pointer).
Since tabs are clickable, the user can open in a new tab/window and the page correctly loads with the correct tab open.
Right-clicking (and Shift-clicking) doesn’t cause the tab to be selected.
Native browser Back/Forward button correctly changes the state of the selected tab (think about it working exactly as if there were no JavaScript in place).
The first three points are all to do with the semantics of the markup and how the markup has been styled. I think it’s easy to do a good job by thinking of tabs as links, and not as some part of an application. Links are navigable, and they should work the same way other links on the page work.
The last three points are JavaScript problems. Let’s investigate that.
The shitmus test
Like a litmus test, here’s a couple of quick ways you can tell if a tabbing system is poorly implemented:
Change tab, then use the Back button (or keyboard shortcut) and it breaks
The tab isn’t a link, so you can’t open it in a new tab
These two basic things are, to me, the bare minimum that a tabbing system should have.
Why is this important?
The people who push their so-called native apps on users can’t have more reasons why the web sucks. If something as basic as a tab doesn’t work, obviously there’s more ammo to push a closed native app or platform on your users.
If you’re going to be a web developer, one of your responsibilities is to maintain established interactivity paradigms. This doesn’t mean don’t innovate. But it does mean: stop fucking up my scrolling experience with your poorly executed scroll effects. </rant> :breath:
URI fragment, absolute URL or query string?
A URI fragment (AKA the # hash bit) would be using mysite.com/config#content to show the content panel. A fully addressable URL would be mysite.com/config/content. Using a query string (by way of filtering the page): mysite.com/config?tab=content.
This decision really depends on the context of your tabbing system. For something like GitHub’s tabs to view a pull request, it makes sense that the full URL changes.
For our problem though, I want to solve the issue when the page doesn’t do a full URL update; that is, your regular run-of-the-mill tabbing system.
I used to be from the school of using the hash to show the correct tab, but I’ve recently been exploring whether the query string can be used. The biggest reason is that multiple hashes don’t work, and comma-separated hash fragments don’t make any sense to control multiple tabs (since it doesn’t actually link to anything).
For this article, I’ll keep focused on using a single tabbing system and a hash on the URL to control the tabs.
Markup
I’m going to assume subcontent, so my markup would look like this (yes, this is a cat demo…):
<ul class="tabs">
<li><a class="tab" href="#dizzy">Dizzy</a></li>
<li><a class="tab" href="#ninja">Ninja</a></li>
<li><a class="tab" href="#missy">Missy</a></li>
</ul>
<div id="dizzy">
<!-- panel content -->
</div>
<div id="ninja">
<!-- panel content -->
</div>
<div id="missy">
<!-- panel content -->
</div>
It’s important to note that in the markup the link used for an individual tab references its panel content using the hash, pointing to the id on the panel. This will allow our content to connect up without JavaScript and give us a bunch of features for free, which we’ll see once we’re on to writing the code.
URL-driven tabbing systems
Instead of making the code responsive to the user’s input, we’re going to exclusively use the browser URL and the hashchange event on the window to drive this tabbing system. This way we get Back button support for free.
With that in mind, let’s start building up our code. I’ll assume we have the jQuery library, but I’ve also provided the full code working without a library (vanilla, if you will), but it depends on relatively new (polyfillable) tech like classList and dataset (which generally have IE10 and all other browser support).
Note that I’ll start with the simplest solution, and I’ll refactor the code as I go along, like in places where I keep calling jQuery selectors.
function show(id) {
// remove the selected class from the tabs,
// and add it back to the one the user selected
$('.tab').removeClass('selected').filter(function () {
return (this.hash === id);
}).addClass('selected');
// now hide all the panels, then filter to
// the one we're interested in, and show it
$('.panel').hide().filter(id).show();
}
$(window).on('hashchange', function () {
show(location.hash);
});
// initialise by showing the first panel
show('#dizzy');
This works pretty well for such little code. Notice that we don’t have any click handlers for the user and the Back button works right out of the box.
However, there’s a number of problems we need to fix:
The initialised tab is hard-coded to the first panel, rather than what’s on the URL.
If there’s no hash on the URL, all the panels are hidden (and thus broken).
If you scroll to the bottom of the example, you’ll find a “top” link; clicking that will break our tabbing system.
I’ve purposely made the page long, so that when you click on a tab, you’ll see the page scrolls to the top of the tab. Not a huge deal, but a bit annoying.
From our criteria at the start of this post, we’ve already solved items 4 and 5. Not a terrible start. Let’s solve items 1 through 3 next.
Using the URL to initialise correctly and protect from breakage
Instead of arbitrarily picking the first panel from our collection, the code should read the current location.hash and use that if it’s available.
The problem is: what if the hash on the URL isn’t actually for a tab?
The solution here is that we need to cache a list of known panel IDs. In fact, well-written DOM scripting won’t continuously search the DOM for nodes. That is, when the show function kept calling $('.tab').each(...) it was wasteful. The result of $('.tab') should be cached.
So now the code will collect all the tabs, then find the related panels from those tabs, and we’ll use that list to double the values we give the show function (during initialisation, for instance).
// collect all the tabs
var tabs = $('.tab');
// get an array of the panel ids (from the anchor hash)
var targets = tabs.map(function () {
return this.hash;
}).get();
// use those ids to get a jQuery collection of panels
var panels = $(targets.join(','));
function show(id) {
// if no value was given, let's take the first panel
if (!id) {
id = targets[0];
}
// remove the selected class from the tabs,
// and add it back to the one the user selected
tabs.removeClass('selected').filter(function () {
return (this.hash === id);
}).addClass('selected');
// now hide all the panels, then filter to
// the one we're interested in, and show it
panels.hide().filter(id).show();
}
$(window).on('hashchange', function () {
var hash = location.hash;
if (targets.indexOf(hash) !== -1) {
show(hash);
}
});
// initialise
show(targets.indexOf(location.hash) !== -1 ? location.hash : '');
The core of working out which tab to initialise with is solved in that last line: is there a location.hash? Is it in our list of valid targets (panels)? If so, select that tab.
The second breakage we saw in the original demo was that clicking the “top” link would break our tabs. This was due to the hashchange event firing and the code didn’t validate the hash that was passed. Now this happens, the panels don’t break.
So far we’ve got a tabbing system that:
Works without JavaScript.
Supports right-click and Shift-click (and doesn’t select in these cases).
Loads the correct panel if you start with a hash.
Supports native browser navigation.
Supports the keyboard.
The only annoying problem we have now is that the page jumps when a tab is selected. That’s due to the browser following the default behaviour of an internal link on the page. To solve this, things are going to get a little hairy, but it’s all for a good cause.
Removing the jump to tab
You’d be forgiven for thinking you just need to hook a click handler and return false. It’s what I started with. Only that’s not the solution. If we add the click handler, it breaks all the right-click and Shift-click support.
There may be another way to solve this, but what follows is the way I found – and it works. It’s just a bit… hairy, as I said.
We’re going to strip the id attribute off the target panel when the user tries to navigate to it, and then put it back on once the show code starts to run. This change will mean the browser has nowhere to navigate to for that moment, and won’t jump the page.
The change involves the following:
Add a click handle that removes the id from the target panel, and cache this in a target variable that we’ll use later in hashchange (see point 4).
In the same click handler, set the location.hash to the current link’s hash. This is important because it forces a hashchange event regardless of whether the URL actually changed, which prevents the tabs breaking (try it yourself by removing this line).
For each panel, put a backup copy of the id attribute in a data property (I’ve called it old-id).
When the hashchange event fires, if we have a target value, let’s put the id back on the panel.
These changes result in this final code:
/*global $*/
// a temp value to cache *what* we're about to show
var target = null;
// collect all the tabs
var tabs = $('.tab').on('click', function () {
target = $(this.hash).removeAttr('id');
// if the URL isn't going to change, then hashchange
// event doesn't fire, so we trigger the update manually
if (location.hash === this.hash) {
// but this has to happen after the DOM update has
// completed, so we wrap it in a setTimeout 0
setTimeout(update, 0);
}
});
// get an array of the panel ids (from the anchor hash)
var targets = tabs.map(function () {
return this.hash;
}).get();
// use those ids to get a jQuery collection of panels
var panels = $(targets.join(',')).each(function () {
// keep a copy of what the original el.id was
$(this).data('old-id', this.id);
});
function update() {
if (target) {
target.attr('id', target.data('old-id'));
target = null;
}
var hash = window.location.hash;
if (targets.indexOf(hash) !== -1) {
show(hash);
}
}
function show(id) {
// if no value was given, let's take the first panel
if (!id) {
id = targets[0];
}
// remove the selected class from the tabs,
// and add it back to the one the user selected
tabs.removeClass('selected').filter(function () {
return (this.hash === id);
}).addClass('selected');
// now hide all the panels, then filter to
// the one we're interested in, and show it
panels.hide().filter(id).show();
}
$(window).on('hashchange', update);
// initialise
if (targets.indexOf(window.location.hash) !== -1) {
update();
} else {
show();
}
This version now meets all the criteria I mentioned in my original list, except for the ARIA roles and accessibility. Getting this support is actually very cheap to add.
ARIA roles
This article on ARIA tabs made it very easy to get the tabbing system working as I wanted.
The tasks were simple:
Add aria-role set to tab for the tabs, and tabpanel for the panels.
Set aria-controls on the tabs to point to their related panel (by id).
I use JavaScript to add tabindex=0 to all the tab elements.
When I add the selected class to the tab, I also set aria-selected to true and, inversely, when I remove the selected class I set aria-selected to false.
When I hide the panels I add aria-hidden=true, and when I show the specific panel I set aria-hidden=false.
And that’s it. Very small changes to get full sign-off that the tabbing system is bulletproof and accessible.
Check out the final version (and the non-jQuery version as promised).
In conclusion
There’s a lot of tab implementations out there, but there’s an equal amount that break the browsing paradigm and the simple linkability of content. Clearly there’s a special hell for those tab systems that don’t even use links, but I think it’s clear that even in something that’s relatively simple, it’s the small details that make or break the user experience.
Obviously there are corners I’ve not explored, like when there’s more than one set of tabs on a page, and equally whether you should deliver the initial markup with the correct tab selected. I think the answer lies in using query strings in combination with hashes on the URL, but maybe that’s for another year! |
2015 |
Remy Sharp |
remysharp |
2015-12-22T00:00:00+00:00 |
https://24ways.org/2015/how-tabs-should-work/ |
code |
| 56 |
Helping VIPs Care About Performance |
Making a site feel super fast is the easy part of performance work. Getting people around you to care about site speed is a much bigger challenge. How do we keep the site fast beyond the initial performance work? Keeping very important people like your upper management or clients invested in performance work is critical to keeping a site fast and empowering other designers and developers to contribute.
The work to get others to care is so meaty that I dedicated a whole chapter to the topic in my book Designing for Performance. When I speak at conferences, the majority of questions during Q&A are on this topic. When I speak to developers and designers who care about performance, getting other people at one’s organization or agency to care becomes the most pressing question.
My primary response to folks who raise this issue is the question: “What metric(s) do your VIPs care about?” This is often met with blank stares and raised eyebrows. But it’s also our biggest clue to what we need to do to help empower others to care about performance and work on it. Every organization and executive is different. This means that three major things vary: the primary metrics VIPs care about; the language they use about measuring success; and how change is enacted. By clueing in to these nuances within your organization, you can get a huge leg up on crafting a successful pitch about performance work.
Let’s start with the metric that we should measure. Sure, (most) everybody cares about money - but is that really the metric that your VIPs are looking at each day to measure the success or efficacy of your site? More likely, dollars are the end game, but the metrics or key performance indicators (KPIs) people focus on might be:
rate of new accounts created/signups
cost of acquiring or retaining a customer
visitor return rate
visitor bounce rate
favoriting or another interaction rate
These are just a few examples, but they illustrate how wide-ranging the options are that people care about. I find that developers and designers haven’t necessarily investigated this when trying to get others to care about performance. We often reach for the obvious – money! – but if we don’t use the same kind of language our VIPs are using, we might not get too far. You need to know this before you can make the case for performance work.
To find out these metrics or KPIs, start reading through the emails your VIPs are sending within your company. What does it say on company wikis? Are there major dashboards internally that people are looking at where you could find some good metrics? Listen intently in team meetings or thoroughly read annual reports to see what these metrics could be.
The second key here is to pick up on language you can effectively copy and paste as you make the case for performance work. You need to be able to reflect back the metrics that people already find important in a way they’ll be able to hear. Once you know your key metrics, it’s time to figure out how to communicate with your VIPs about performance using language that will resonate with them.
Let’s start with visit traffic as an example metric that a very important person cares about. Start to dig up research that other people and companies have done that correlates performance and your KPI. For example, cite studies:
“When the home page of Google Maps was reduced from 100KB to 70–80KB, traffic went up 10% in the first week, and an additional 25% in the following three weeks.” (source).
Read through websites like WPOStats, which collects the spectrum of studies on the impact of performance optimization on user experience and business metrics. Tweet and see if others have done similar research that correlates performance and your site’s main KPI.
Once you have collected some research that touches on the same kind of language your VIPs use about the success of your site, it’s time to present it. You can start with something simple, like a qualitative description of the work you’re actively doing to improve the site that translates to improved metrics that your VIPs care about. It can be helpful to append a performance budget to any proposal so you can compare the budget to your site’s reality and how it might positively impact those KPIs folks care about.
Words and graphs are often only half the battle when it comes to getting others to care about performance. Often, videos appeal to folks’ emotions in a way that is missed when glancing through charts and graphs. On A List Apart I recently detailed how to create videos of how fast your site loads. Let’s say that your VIPs care about how your site loads on mobile devices; it’s time to show them how your site loads on mobile networks.
Open video
You can use these videos to make a number of different statements to your VIPs, depending on what they care about:
Look at how slow our site loads versus our competitor!
Look at how slow our site loads for users in another country!
Look at how slow our site loads on mobile networks!
Again, you really need to know which metrics your VIPs care about and tune into the language they’re using. If they don’t care about the overall user experience of your site on mobile devices, then showing them how slow your site loads on 3G isn’t going to work. This will be your sales pitch; you need to practice and iterate on the language and highlights that will land best with your audience.
To make your sales pitch as solid as possible, gut-check your ideas on how to present it with other co-workers to get their feedback. Read up on how to construct effective arguments and deliver them; do some research and see what others have done at your company when pitching to VIPs. Are slides effective? Memos or emails? Hallway conversations? Sometimes the best way to change people’s minds is by mentioning it in informal chats over coffee. Emulate the other leaders in your organization who are successful at this work.
Every organization and very important person is different. Learn what metrics folks truly care about, study the language that they use, and apply what you’ve learned in a way that’ll land with those individuals. It may take time to craft your pitch for performance work over time, but it’s important work to do. If you’re able to figure out how to mirror back the language and metrics VIPs care about, and connect the dots to performance for them, you will have a huge leg up on keeping your site fast in the long run. |
2015 |
Lara Hogan |
larahogan |
2015-12-08T00:00:00+00:00 |
https://24ways.org/2015/helping-vips-care-about-performance/ |
business |
| 57 |
Cooking Up Effective Technical Writing |
Merry Christmas! May your preparations for this festive season of gluttony be shaping up beautifully. By the time you read this I hope you will have ordered your turkey, eaten twice your weight in Roses/Quality Street (let’s not get into that argument), and your Christmas cake has been baked and is now quietly absorbing regular doses of alcohol.
Some of you may be reading this and scoffing Of course! I’ve also made three batches of mince pies, a seasonal chutney and enough gingerbread men to feed the whole street! while others may be laughing Bake? Oh no, I can’t cook to save my life.
For beginners, recipes are the step-by-step instructions that hand-hold us through the cooking process, but even as a seasoned expert you’re likely to refer to a recipe at some point. Recipes tell us what we need, what to do with it, in what order, and what the outcome will be. It’s the documentation behind our ideas, and allows us to take the blueprint for a tasty morsel and to share it with others so they can recreate it. In fact, this is a little like the open source documentation and tutorials that we put out there, similarly aiming to guide other developers through our creations.
The ‘just’ification of documentation
Lately it feels like we’re starting to consider the importance of our words, and the impact they can have on others. Brad Frost warned us of the dangers of “Just” when it comes to offering up solutions to queries:
“Just use this software/platform/toolkit/methodology…”
“Just” makes me feel like an idiot. “Just” presumes I come from a specific background, studied certain courses in university, am fluent in certain technologies, and have read all the right books, articles, and resources. “Just” is a dangerous word.
“Just” by Brad Frost
I can really empathise with these sentiments. My relationship with code started out as many good web tales do, with good old HTML, CSS and JavaScript. University years involved some time with Perl, PHP, Java and C. In my first job I worked primarily with ColdFusion, a bit of ActionScript, some classic ASP and pinch of Java. I’d do a bit of PHP outside work every now and again. .NET came in, but we never really got on, and eventually I started learning some Ruby, Python and Node. It was a broad set of learnings, and I enjoyed the similarities and differences that came with new languages. I don’t develop day in, day out any more, and my interests and work have evolved over the years, away from full-time development and more into architecture and strategy. But I still make things, and I still enjoy learning.
I have often found myself bemoaning the lack of tutorials or courses that cater for the middle level – someone who may be learning a new language, but who has enough programming experience under their belt to not need to revise the concepts of how loops or objects work, and is perfectly adept at googling the syntax for getting a substring. I don’t want snippets out of context; I want an understanding of architectural principles, of the strengths and weaknesses, of the type of applications that work well with the language.
I’m caught in the place between snoozing off when ‘Using the Instagram API with Ruby’ hand-holds me through what REST is, and feeling like I’m stupid and need to go back to dev school when I can’t get my environment and dependencies set up, let alone work out how I’m meant to get any code to run.
It’s seems I’m not alone with this – Erin McKean seems to have been here too:
“Some tutorials (especially coding tutorials) like to begin things in media res. Great for a sense of dramatic action, bad for getting to “Step 1” without tears. It can be really discouraging to fire up a fresh terminal window only to be confronted by error message after error message because there were obligatory steps 0.1.0 through 0.9.9 that you didn’t even know about.”
“Tips for Learning What You Don’t Know You Don’t Know” by Erin McKean
I’m sure you’ve been here too. Many tutorials suffer badly from the fabled ‘how to draw an owl’-itis.
It’s the kind of feeling you can easily get when sifting through recipes as well as with code. Far from being the simple instructions that let us just follow along, they too can be a minefield. Fall in too low and you may be skipping over an explanation of what simmering is, or set your sights too high and you may get stuck at the point where you’re trying to sous vide a steak using your bathtub and a Ziploc bag.
Don’t be a turkey, use your loaf!
My mum is a great cook in my eyes (aren’t all mums?). I love her handcrafted collection of gathered recipes from over the years, including the one below, which is a great example of how something may make complete sense to the writer, but could be impermeable to a reader.
Depending on your level of baking knowledge, you may ask: What’s SR flour? What’s a tsp? Should I use salted or unsalted butter? Do I use sticks of cinnamon or ground? Why is chopped chocolate better? How do I cream things? How big should the balls be? How well is “well spaced”? How much leeway do I have for “(ish!!)”? Does the “20” on the other cookie note mean I’ll end up with twenty? At any point, making a wrong call could lead to rubbish cookies, and lead to someone heading down the path of an I can’t cook mentality.
You may be able to cook (or follow recipes), but you may not understand the local terms for ingredients, may not be able to acquire something and need to know what kind of substitutes you can use, or may need to actually do some prep before you jump into the main bit.
However, if we look at good examples of recipes, I think there’s a lot we can apply when it comes to technical writing on the web. I’ve written before about the benefit of breaking documentation into small, reusable parts, and this will help us, but we can also take it a bit further. Here are my five top tips for better technical writing.
1. Structure and standardise your information
Think of the structure of a recipe. We very often have some common elements and they usually follow roughly the same format. We have standards and conventions that allow us to understand very quickly what a recipe is and how it should be used.
Great recipes help their chefs know what they need to get ready in advance, both in terms of buying ingredients and putting together their kit. They then talk through the process, using appropriate language, and without making assumptions that the person can fill in any gaps for themselves; they explain why things are done the way they are. The best recipes may also suggest how you can take what you’ve done and put your own spin on it. For instance, a good recipe for the simple act of boiling an egg will explain cooking time in relation to your preference for yolk gooiness. There are also different flavour combinations to try, accompaniments, or presentation suggestions.
By breaking down your technical writing into similar sections, you can help your audience understand the elements they’ll be working with, what they need to do once they have these, and how they can move on from your self-contained illustration.
Title
Ensure your title is suitably descriptive and representative of the result. Getting Started with Python perhaps isn’t as helpful as Learn Python: General Syntax and Basics.
Result
Many recipes include a couple of lines as an overview of what you’ll end up with, and many include a photo of the finished dish. With our technical writing we can do the same:
In this tutorial we’re going to learn how to set up our development environment, and we’ll then undertake some exercises to explore the general syntax, finishing by building a mini calculator.
Ingredients
What are the components we’ll be working with, whether in terms of versions, environment, languages or the software packages and libraries you’ll need along the way? Listing these up front gives the reader a great summary of the things they’ll be using, and any gotchas.
Being able to provide a small amount of supporting information will also help less experienced users. Ideally, explain briefly what things are and why we’re using it.
Prep
As we heard from Erin above, not fully understanding the prep needed can be a huge source of frustration. Attempting to run a code snippet without context will often lead to failure when the prerequisites and process aren’t clear. Be sure to include information around any environment set-up, installation or config you’ll need to have done before you start.
Stu Robson’s Simple Sass documentation aims to do this before getting into specifics, although ideally this would also include setting up Sass itself.
Instructions
The body of the tutorial itself is the whole point of our writing. The next four tips will hopefully make your tutorial much more successful.
Variations
Like our ingredients section, as important as explaining why we’re using something in this context is, it’s also great to explain alternatives that could be used instead, and the impact of doing so.
Perhaps go a step further, explaining ways that people can change what you have done in your tutorial/readme for use in different situations, or to provide further reading around next steps. What happens if they want to change your static array of demo data to use JSON, for instance? By giving some thought to follow-up questions, you can better support your readers.
While not in a separate section, the source code for GreenSock’s GSAP JS basics explains:
We’ll use a window.onload for simplicity, but typically it is best to use either jQuery’s $(document).ready() or $(window).load() or cross-browser event listeners so that you’re not limited to one.
Keep in mind to both:
Explain what variations are possible.
Explain why certain options may be more desirable than others in different situations.
2. Small, reusable components
Reusable components are for life, not just for Christmas, and they’re certainly not just for development. If you start to apply the structure above to your writing, you’re probably going to keep coming across the same elements: Do I really have to explain how to install Sass and Node.js again, Sally? The danger with more clarity is that our writing becomes bloated and overly convoluted for advanced readers, those who don’t need to be told how to beat an egg for the hundredth time.
Instead, by making our writing reusable and modular, and by creating smaller, central resources, we can provide context and extra detail where needed without diluting our core message. These could be references we create, or those already created well by others.
This recipe for katsudon makes use of this concept. Rather than explaining how to make tonkatsu or dashi stock, these each have their own page. Once familiar, more advanced readers will likely skip over the instructions for the component parts.
3. Provide context to aid accessibility
Here I’m talking about accessibility in the broadest sense. Small, isolated snippets can be frustrating to those who don’t fully understand the wider context of how our examples work.
Showing an exciting standalone JavaScript function is great, but giving someone the full picture of how and when this is called, and how it should be included in relation to other HTML and CSS is even better. Giving your readers the ability to view a big picture version, and ideally the ability to download a full version of the source, will help to reduce some of the frustrations of trying to get your component to work in their set-up.
4. Be your own tech editor
A good editor can be invaluable to your work, and wherever possible I’d recommend that you try to get a neutral party to read over your writing. This may not always be possible, though, and you may need to rely on yourself to cast a critical eye over your work.
There are many tips out there around general editing, including printing out your work onto paper, or changing the font size: both will force your eyes to review it in a new light. Beyond this, I’d like to encourage you to think about the following:
Explain what things are. For example, instead of referencing Grunt, in the first instance perhaps reference “Grunt (a JavaScript task runner that minimises repetitive activities through automation).”
Explain how you get things, even if this is a link to official installers and documentation. Don’t leave your readers having to search.
Why are you using this approach/technology over other options?
What happens if I use something else? What depends on this?
Avoid exclusionary lingo or acronyms.
Airbnb’s JavaScript Style Guide includes useful pointers around their reasoning:
Use computed property names when creating objects with dynamic property names.
Why? They allow you to define all the properties of an object in one place.
The language we use often makes assumptions, as we saw with “just”. An article titled “ES6 for Beginners” is hugely ambiguous: is this truly for beginner coders, or actually for people who have a good pre-existing understanding of JavaScript but are new to these features? Review your writing with different types of readers in mind. How might you confuse or mislead them? How can you better answer their questions?
This doesn’t necessarily mean supporting everyone – your audience may need to have advanced skills – but even if you’re providing low-level, deep-dive, reference material, trying not to make assumptions or take shortcuts will hopefully lead to better, clearer writing.
5. A picture is worth a thousand words…
…or even better: use a thousand pictures, stitched together into a quick video or animated GIF. People learn in different ways. Just as recipes often provide visual references or a video to work along with, providing your technical information with alternative demonstrations can really help get your point across. Your audience will be able to see exactly what you’re doing, what they should expect as interaction responses, and what the process looks like at different points.
There are many, many options for recording your screen, including QuickTime Player on Mac OS X (File → New Screen Recording), GifGrabber, or Giffing Tool on Windows.
Paul Swain, a UX designer, uses GIFs to provide additional context within his documentation, improving communication:
“My colleagues (from across the organisation) love animated GIFs. Any time an interaction is referenced, it’s accompanied by a GIF and a shared understanding of what’s being designed. The humble GIF is worth so much more than a thousand words; and it’s great for cats.”
Paul Swain
Next time you’re cooking up some instructions for readers, think back to what we can learn from recipes to help make your writing as accessible as possible. Use structure, provide reusable bitesize morsels, give some context, edit wisely, and don’t scrimp on the GIFs. And above all, have a great Christmas! |
2015 |
Sally Jenkinson |
sallyjenkinson |
2015-12-18T00:00:00+00:00 |
https://24ways.org/2015/cooking-up-effective-technical-writing/ |
content |
| 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 |
| 60 |
What’s Ahead for Your Data in 2016? |
Who owns your data? Who decides what can you do with it? Where can you store it? What guarantee do you have over your data’s privacy? Where can you publish your work? Can you adapt software to accommodate your disability? Is your tiny agency subject to corporate regulation? Does another country have rights over your intellectual property?
If you aren’t the kind of person who is interested in international politics, I hate to break it to you: in 2016 the legal foundations which underpin our work on the web are being revisited in not one but three major international political agreements, and every single one of those questions is up for grabs. These agreements – the draft EU Data Protection Regulation (EUDPR), the Trans-Pacific Partnership (TPP), and the draft Transatlantic Trade and Investment Partnership (TTIP) – stand poised to have a major impact on your data, your workflows, and your digital rights. While some proposed changes could protect the open web for the future, other provisions would set the internet back several decades.
In this article we will review the issues you need to be aware of as a digital professional. While each of these agreements covers dozens of topics ranging from climate change to food safety, we will focus solely on the aspects which pertain to the work we do on the web.
The Trans-Pacific Partnership
The Trans-Pacific Partnership (TPP) is a free trade agreement between the US, Japan, Malaysia, Vietnam, Singapore, Brunei, Australia, New Zealand, Canada, Mexico, Chile and Peru – a bloc comprising 40% of the world’s economy. The agreement is expected to be signed by all parties, and thereby to come into effect, in 2016. This agreement is ostensibly about the bloc and its members working together for their common interests. However, the latest draft text of the TPP, which was formulated entirely in secret, has only been made publicly available on a Medium blog published by the U.S. Trade Representative which features a patriotic banner at the top proclaiming “TPP: Made in America.” The message sent about who holds the balance of power in this agreement, and whose interests it will benefit, is clear.
By far the most controversial area of the TPP has centred around the provisions on intellectual property. These include copyright terms of up to 120 years, mandatory takedowns of allegedly infringing content in response to just one complaint regardless of that complaint’s validity, heavy and disproportionate penalties for alleged violations, and – most frightening of all – government seizures of equipment allegedly used for copyright violations. All of these provisions have been raised without regard for the fact that a trade agreement is not the appropriate venue to negotiate intellectual property law.
Other draft TPP provisions would restrict the digital rights of people with disabilities by banning the workarounds they use every day. These include no exemptions for the adaptations of copywritten works for use in accessible technology (such as text-to-speech in ebook readers), a ban on circumventing DRM or digital locks in order to convert a file to an accessible format, and requiring the takedown of adapted works, such as a video with added subtitles, even if that adaptation would normally have fallen under the definition of fair use.
The e-commerce provisions would prohibit data localisation, the practice of requiring data to be physically stored on servers within a country’s borders. Data localisation is growing in popularity following the Snowden revelations, and some of your own personal data may have been recently “localised” in response to the Safe Harbor verdict. Prohibiting data localisation through the TPP would address the symptom but not the cause.
The Electronic Frontier Foundation has published an excellent summary of the digital rights issues raised by the agreement along with suggested actions American readers can take to speak out.
Transatlantic Trade and Investment Partnership
TTIP stands for the Transatlantic Trade and Investment Partnership, a draft free trade agreement between the United States and the EU. The plan has been hugely controversial and divisive, and the internet and digital provisions of the draft form just a small part of that contention.
The most striking digital provision of TTIP is an attempt to circumvent and override European data protection law. As EDRI, a European digital rights organisation, noted:
“the US proposal would authorise the transfer of EU citizens’ personal data to any country, trumping the EU data protection framework, which ensures that this data can only be transferred in clearly defined circumstances. For years, the US has been trying to bypass the default requirement for storage of personal data in the EU. It is therefore not surprising to see such a proposal being {introduced} in the context of the trade negotiations.”
This draft provision was written before the Safe Harbor data protection agreement between the EU and US was invalidated by the Court of Justice of the European Union. In other words, there is no longer any protective agreement in place, and our data is as vulnerable as this political situation. However, data protection is a matter of its own law, the acting Data Protection Directive and the draft EU Data Protection Reform. A trade agreement, be it the TTIP or the TPP, is not the appropriate place to revamp a law on data protection.
Other digital law issues raised by TTIP include the possibility of renegotiating standards on encryption (which in practice means lowering them) and renegotiating intellectual property rights such as copyright. The spectre of net neutrality has even put in an appearance, with an attempt to introduce rules on access to the internet itself being introduced as provisions.
TTIP is still under discussion, and this month the EU trade representative said that “we agreed to further intensify our work during 2016 to help negotiations move forward rapidly.” This has been cleverly worded: this means the agreement has little chance of being passed or coming into effect in 2016, which buys civil society more precious time to speak out.
The EU Data Protection Regulation
On 15 December 2015 the European Commission announced their agreement on the text of the draft General Data Protection Regulation. This law will replace its predecessor, the EU Data Protection Regulation of 1995, which has done a remarkable job of protecting data privacy across the continent throughout two decades of constant internet evolution.
The goal of the reform process has been to return power over data, and its uses, to citizens. Users will have more control over what data is captured about them, how it is used, how it is retained, and how it can be deleted. Businesses and digital professionals, in turn, will have to restructure their relationships with client and customer data. Compliance obligations will increase, and difficult choices will have to be made. However, this time should be seen as an opportunity to rethink our relationship with data. After Snowden, Schrems, and Safe Harbor, it is clear that we cannot go back to the way things were before. In an era of where every one of our heartbeats is recorded on a wearable device and uploaded to a surveilled data centre in another country, the need for reform has never been more acute.
While texts of the draft GDPR are available, there is not enough mulled wine in the world that will help you get through them. Instead, the law firm Fieldfisher Waterhouse has produced this helpful infographic which will give you a good idea of the changes we can expect to see (view full size):
The most surprising outcome announced on 15 December was the new regulation’s teeth. Under the new law, companies that fail to heed the updated data protection rules will face fines of up to 4% of their global turnover. Additionally, the law expands the liability for data protection to both the controller (the company hosting the data) and the data processor (the company using the data). The new law will also introduce a one-stop shop for resolving concerns over data misuse. Companies will no longer be able to headquarter their European operations in countries which are perceived to have relatively light-touch data protection enforcement (that means you, Ireland) as a means of automatically rejecting any complaints filed by citizens outside that country.
For digital professionals, the most immediate concern is analytics. In fact, I am going to make a prediction: in 2016 we will begin to see the same misguided war on analytics that we saw on cookies. By increasing the legal liabilities for both data processors and controllers – in other words, the company providing the analytics as well as the site administrator studying them – the new regulation risks creating disproportionate burdens as well as the same “guilt by association” risks we saw in 2012. There have already been statements made by some within the privacy community that analytics are tracking, and tracking is surveillance, therefore analytics are evil. Yet “just don’t use analytics,” as was suggested by one advocate, is simply not an option. European regulators should consult with the web community to gain a clear understanding of why analytics are vital to everyday site administrators, and must find a happy medium that protects users’ data without criminalising every website by default. No one wants a repeat of the crisis of consent, as well as the scaremongering, caused by the cookie law.
Assuming the text is adopted in 2016, the new EU Data Protection Regulation would not come into effect until 2018. We have a considerable challenge ahead, but we also have plenty of time to get it right. |
2015 |
Heather Burns |
heatherburns |
2015-12-21T00:00:00+00:00 |
https://24ways.org/2015/whats-ahead-for-your-data-in-2016/ |
business |
| 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 |
| 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 |
| 63 |
Be Fluid with Your Design Skills: Build Your Own Sites |
Just five years ago in 2010, when we were all busy trying to surprise and delight, learning CSS3 and trying to get whole websites onto one page, we had a poster on our studio wall. It was entitled ‘Designers Vs Developers’, an infographic that showed us the differences between the men(!) who created websites.
Designers wore skinny jeans and used Macs and developers wore cargo pants and brought their own keyboards to work. We began to learn that designers and developers were not only doing completely different jobs but were completely different people in every way. This opinion was backed up by hundreds of memes, millions of tweets and pages of articles which used words like void and battle and versus.
Thankfully, things move quickly in this industry; the wide world of web design has moved on in the last five years. There are new devices, technologies, tools – and even a few women. Designers have been helped along by great apps, software, open source projects, conferences, and a community of people who, to my unending pride, love to share their knowledge and their work.
So the world has moved on, and if Miley Cyrus, Ruby Rose and Eliot Sumner are identifying as gender fluid (an identity which refers to a gender which varies over time or is a combination of identities), then I would like to come out as discipline fluid!
OK, I will probably never identify as a developer, but I will identify as fluid! How can we be anything else in an industry that moves so quickly? That’s how we should think of our skills, our interests and even our job titles. After all, Steve Jobs told us that “Design is not just what it looks like and feels like. Design is how it works.” Sorry skinny-jean-wearing designers – this means we’re all designing something together. And it’s not just about knowing the right words to use: you have to know how it feels. How it feels when you make something work, when you fix that bug, when you make it work on IE.
Like anything in life, things run smoothly when you make the effort to share experiences, empathise and deeply understand the needs of others. How can designers do that if they’ve never built their own site? I’m not talking the big stuff, I’m talking about your portfolio site, your mate’s business website, a website for that great idea you’ve had. I’m talking about doing it yourself to get an unique insight into how it feels.
We all know that designers and developers alike love an <ol>, so here it is.
Ten reasons designers should be fluid with their skills and build their own sites
1. It’s never been easier
Now here’s where the definition of ‘build’ is going to get a bit loose and people are going to get angry, but when I say it’s never been easier I mean because of the existence of apps and software like WordPress, Squarespace, Tumblr, et al. It’s easy to make something and get it out there into the world, and these are all gateway drugs to hard coding!
2. You’ll understand how it feels
How it feels to be so proud that something actually works that you momentarily don’t notice if the kerning is off or the padding is inconsistent. How it feels to see your site appear when you’ve redirected a URL. How it feels when you just can’t work out where that one extra space is in a line of PHP that has killed your whole site.
3. It makes you a designer
Not a better designer, it makes you a designer when you are designing how things look and how they work.
4. You learn about movement
Photoshop and Sketch just don’t cut it yet. Until you see your site in a browser or your app on a phone, it’s hard to imagine how it moves. Building your own sites shows you that it’s not just about how the content looks on the screen, but how it moves, interacts and feels.
5. You make techie friends
All the tutorials and forums in the world can’t beat your network of techie friends. Since I started working in web design I have worked with, sat next to, and co-created with some of the greatest developers. Developers who’ve shared their knowledge, encouraged me to build things, patiently explained HTML, CSS, servers, divs, web fonts, iOS development. There has been no void, no versus, very few battles; just people who share an interest and love of making things.
6. You will own domain names
When something is paid for, online and searchable then it’s real and you’ve got to put the work in. Buying domains has taught me how to stop procrastinating, but also about DNS, FTP, email, and how servers work.
7. People will ask you to do things
Learning about code and development opens a whole new world of design. When you put your own personal websites and projects out there people ask you to do more things. OK, so sometimes those things are “Make me a website for free”, but more often it’s cool things like “Come and speak at my conference”, “Write an article for my magazine” and “Collaborate with me.”
8. The young people are coming!
They love typography, they love print, they love layout, but they’ve known how to put a website together since they started their first blog aged five and they show me clever apps they’ve knocked together over the weekend! They’re new, they’re fluid, and they’re better than us!
9. Your portfolio is your portfolio
OK, it’s an obvious one, but as designers our work is our CV, our legacy! We need to show our skill, our attention to detail and our creativity in the way we showcase our work. Building your portfolio is the best way to start building your own websites. (And please be that designer who’s bothered to work out how to change the Squarespace favicon!)
10. It keeps you fluid!
Building your own websites is tough. You’ll never be happy with it, you’ll constantly be updating it to keep up with technology and fashion, and by the time you’ve finished it you’ll want to start all over again. Perfect for forcing you to stay up-to-date with what’s going on in the industry.
</ol> |
2015 |
Ros Horner |
roshorner |
2015-12-12T00:00:00+00:00 |
https://24ways.org/2015/be-fluid-with-your-design-skills-build-your-own-sites/ |
code |
| 64 |
Being Responsive to the Small Things |
It’s that time of the year again to trim the tree with decorations. Or maybe a DOM tree?
Any web page is made of HTML elements that lay themselves out in a tree structure. We start at the top and then have multiple branches with branches that branch out from there.
To decorate our tree, we use CSS to specify which branches should receive the tinsel we wish to adorn upon it. It’s all so lovely.
In years past, this was rather straightforward. But these days, our trees need to be versatile. They need to be responsive!
Responsive web design is pretty wonderful, isn’t it? Based on our viewport, we can decide how elements on the page should change their appearance to accommodate various constraints using media queries.
Clearleft have a delightfully clean and responsive site
Alas, it’s not all sunshine, lollipops, and rainbows.
With complex layouts, we may have design chunks — let’s call them components — that appear in different contexts. Each context may end up providing its own constraints on the design, both in its default state and in its possibly various responsive states.
Media queries, however, limit us to the context of the entire viewport, not individual containers on the page. For every container our component lives in, we need to specify how to rearrange things in that context. The more complex the system, the more contexts we need to write code for.
@media (min-width: 800px) {
.features > .component { }
.sidebar > .component {}
.grid > .component {}
}
Each new component and each new breakpoint just makes the entire system that much more difficult to maintain.
@media (min-width: 600px) {
.features > .component { }
.grid > .component {}
}
@media (min-width: 800px) {
.features > .component { }
.sidebar > .component {}
.grid > .component {}
}
@media (min-width: 1024px) {
.features > .component { }
}
Enter container queries
Container queries, also known as element queries, allow you to specify conditional CSS based on the width (or maybe height) of the container that an element lives in. In doing so, you no longer have to consider the entire page and the interplay of all the elements within.
With container queries, you’ll be able to consider the breakpoints of just the component you’re designing. As a result, you end up specifying less code and the components you develop have fewer dependencies on the things around them. (I guess that makes your components more independent.)
Awesome, right?
There’s only one catch.
Browsers can’t do container queries. There’s not even an official specification for them yet. The Responsive Issues (née Images) Community Group is looking into solving how such a thing would actually work.
See, container queries are tricky from an implementation perspective. The contents of a container can affect the size of the container. Because of this, you end up with troublesome circular references.
For example, if the width of the container is under 500px then the width of the child element should be 600px, and if the width of the container is over 500px then the width of the child element should be 400px.
Can you see the dilemma? When the container is under 500px, the child element resizes to 600px and suddenly the container is 600px. If the container is 600px, then the child element is 400px! And so on, forever. This is bad.
I guess we should all just go home and sulk about how we just got a pile of socks when we really wanted the Millennium Falcon.
Our saviour this Christmas: JavaScript
The three wise men — Tim Berners-Lee, Håkon Wium Lie, and Brendan Eich — brought us the gifts of HTML, CSS, and JavaScript.
To date, there are a handful of open source solutions to fill the gap until a browser implementation sees the light of day.
Elementary by Scott Jehl
ElementQuery by Tyson Matanich
EQ.js by Sam Richards
CSS Element Queries from Marcj
Using any of these can sometimes feel like your toy broke within ten minutes of unwrapping it.
Each take their own approach on how to specify the query conditions. For example, Elementary, the smallest of the group, only supports min-width declarations made in a :before selector.
.mod-foo:before {
content: “300 410 500”;
}
The script loops through all the elements that you specify, reading the content property and then setting an attribute value on the HTML element, allowing you to use CSS to style that condition.
.mod-foo[data-minwidth~="300"] {
background: blue;
}
To get the script to run, you’ll need to set up event handlers for when the page loads and for when it resizes.
window.addEventListener( "load", window.elementary, false );
window.addEventListener( "resize", window.elementary, false );
This works okay for static sites but breaks down on pages where elements can expand or contract, or where new content is dynamically inserted.
In the case of EQ.js, the implementation requires the creation of the breakpoints in the HTML. That means that you have implementation details in HTML, JavaScript, and CSS. (Although, with the JavaScript, once it’s in the build system, it shouldn’t ever be much of a concern unless you’re tracking down a bug.)
Another problem you may run into is the use of content delivery networks (CDNs) or cross-origin security issues. The ElementQuery and CSS Element Queries libraries need to be able to read the CSS file. If you are unable to set up proper cross-origin resource sharing (CORS) headers, these libraries won’t help.
At Shopify, for example, we had all of these problems. The admin that store owners use is very dynamic and the CSS and JavaScript were being loaded from a CDN that prevented the JavaScript from reading the CSS.
To go responsive, the team built their own solution — one similar to the other scripts above, in that it loops through elements and adds or removes classes (instead of data attributes) based on minimum or maximum width.
The caveat to this particular approach is that the declaration of breakpoints had to be done in JavaScript.
elements = [
{ ‘module’: “.carousel”, “className”:’alpha’, minWidth: 768, maxWidth: 1024 },
{ ‘module’: “.button”, “className”:’beta’, minWidth: 768, maxWidth: 1024 } ,
{ ‘module’: “.grid”, “className”:’cappa’, minWidth: 768, maxWidth: 1024 }
]
With that done, the script then had to be set to run during various events such as inserting new content via Ajax calls. This sometimes reveals itself in flashes of unstyled breakpoints (FOUB). An unfortunate side effect but one largely imperceptible.
Using this approach, however, allowed the Shopify team to make the admin responsive really quickly. Each member of the team was able to tackle the responsive story for a particular component without much concern for how all the other components would react.
Each element responds to its own breakpoint that would amount to dozens of breakpoints using traditional breakpoints. This approach allows for a truly fluid and adaptive interface for all screens.
Christmas is over
I wish I were the bearer of greater tidings and cheer. It’s not all bad, though. We may one day see browsers implement container queries natively. At which point, we shall all rejoice! |
2015 |
Jonathan Snook |
jonathansnook |
2015-12-19T00:00:00+00:00 |
https://24ways.org/2015/being-responsive-to-the-small-things/ |
code |
| 65 |
The Accessibility Mindset |
Accessibility is often characterized as additional work, hard to learn and only affecting a small number of people. Those myths have no logical foundation and often stem from outdated information or misconceptions.
Indeed, it is an additional skill set to acquire, quite like learning new JavaScript frameworks, CSS layout techniques or new HTML elements. But it isn’t particularly harder to learn than those other skills.
A World Health Organization (WHO) report on disabilities states that,
[i]ncluding children, over a billion people (or about 15% of the world’s population) were estimated to be living with disability.
Being disabled is not as unusual as one might think. Due to chronic health conditions and older people having a higher risk of disability, we are also currently paving the cowpath to an internet that we can still use in the future.
Accessibility has a very close relationship with usability, and advancements in accessibility often yield improvements in the usability of a website. Websites are also more adaptable to users’ needs when they are built in an accessible fashion.
Beyond the bare minimum
In the time of table layouts, web developers could create code that passed validation rules but didn’t adhere to the underlying semantic HTML model. We later developed best practices, like using lists for navigation, and with HTML5 we started to wrap those lists in nav elements. Working with accessibility standards is similar. The Web Content Accessibility Guidelines (WCAG) 2.0 can inform your decision to make websites accessible and can be used to test that you met the success criteria. What it can’t do is measure how well you met them.
W3C developed a long list of techniques that can be used to make your website accessible, but you might find yourself in a situation where you need to adapt those techniques to be the most usable solution for your particular problem.
The checkbox below is implemented in an accessible way: The input element has an id and the label associated with the checkbox refers to the input using the for attribute. The hover area is shown with a yellow background and a black dotted border:
Open video
The label is clickable and the checkbox has an accessible description. Job done, right? Not really. Take a look at the space between the label and the checkbox:
Open video
The gutter is created using a right margin which pushes the label to the right. Users would certainly expect this space to be clickable as well. The simple solution is to wrap the label around the checkbox and the text:
Open video
You can also set the label to display:block; to further increase the clickable area:
Open video
And while we’re at it, users might expect the whole box to be clickable anyway. Let’s apply the CSS that was on a wrapping div element to the label directly:
Open video
The result enhances the usability of your form element tremendously for people with lower dexterity, using a voice mouse, or using touch interfaces. And we only used basic HTML and CSS techniques; no JavaScript was added and not one extra line of CSS.
<form action="#">
<label for="uniquecheckboxid">
<input type="checkbox" name="checkbox" id="uniquecheckboxid" />
Checkbox 4
</label>
</form>
Button Example
The button below looks like a typical edit button: a pencil icon on a real button element. But if you are using a screen reader or a braille keyboard, the button is just read as “button” without any indication of what this button is for.
Open video
A screen reader announcing a button. Contains audio.
The code snippet shows why the button is not properly announced:
<button>
<span class="icon icon-pencil"></span>
</button>
An icon font is used to display the icon and no text alternative is given. A possible solution to this problem is to use the title or aria-label attributes, which solves the alternative text use case for screen reader users:
Open video
A screen reader announcing a button with a title.
However, screen readers are not the only way people with and without disabilities interact with websites. For example, users can reset or change font families and sizes at will. This helps many users make websites easier to read, including people with dyslexia. Your icon font might be replaced by a font that doesn’t include the glyphs that are icons. Additionally, the icon font may not load for users on slow connections, like on mobile phones inside trains, or because users decided to block external fonts altogether. The following screenshots show the mobile GitHub view with and without external fonts:
The mobile GitHub view with and without external fonts.
Even if the title/aria-label approach was used, the lack of visual labels is a barrier for most people under those circumstances. One way to tackle this is using the old-fashioned img element with an appropriate alt attribute, but surprisingly not every browser displays the alternative text visually when the image doesn’t load.
<button>
<img src="icon-pencil.svg" alt="Edit">
</button>
Providing always visible text is an alternative that can work well if you have the space. It also helps users understand the meaning of the icons.
<button>
<span class="icon icon-pencil"></span> Edit
</button>
This also reads just fine in screen readers:
Open video
A screen reader announcing the revised button.
Clever usability enhancements don’t stop at a technical implementation level. Take the BBC iPlayer pages as an example: when a user navigates the “captioned videos” or “audio description” categories and clicks on one of the videos, captions or audio descriptions are automatically switched on. Small things like this enhance the usability and don’t need a lot of engineering resources. It is more about connecting the usability dots for people with disabilities. Read more about the BBC iPlayer accessibility case study.
More information
W3C has created several documents that make it easier to get the gist of what web accessibility is and how it can benefit everyone. You can find out “How People with Disabilities Use the Web”, there are “Tips for Getting Started” for developers, designers and content writers. And for the more seasoned developer there is a set of tutorials on web accessibility, including information on crafting accessible forms and how to use images in an accessible way.
Conclusion
You can only produce a web project with long-lasting accessibility if accessibility is not an afterthought. Your organization, your division, your team need to think about accessibility as something that is the foundation of your website or project. It needs to be at the same level as performance, code quality and design, and it needs the same attention. Users often don’t notice when those fundamental aspects of good website design and development are done right. But they’ll always know when they are implemented poorly.
If you take all this into consideration, you can create accessibility solutions based on the available data and bring accessibility to people who didn’t know they’d need it:
Open video
In this video from the latest Apple keynote, the Apple TV is operated by voice input through a remote. When the user asks “What did she say?” the video jumps back fifteen seconds and captions are switched on for a brief time. All three, the remote, voice input and captions have their roots in assisting people with disabilities. Now they benefit everyone. |
2015 |
Eric Eggert |
ericeggert |
2015-12-17T00:00:00+00:00 |
https://24ways.org/2015/the-accessibility-mindset/ |
code |
| 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 |
| 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 |
| 68 |
Grid, Flexbox, Box Alignment: Our New System for Layout |
Three years ago for 24 ways 2012, I wrote an article about a new CSS layout method I was excited about. A specification had emerged, developed by people from the Internet Explorer team, bringing us a proper grid system for the web. In 2015, that Internet Explorer implementation is still the only public implementation of CSS grid layout. However, in 2016 we should be seeing it in a new improved form ready for our use in browsers.
Grid layout has developed hidden behind a flag in Blink, and in nightly builds of WebKit and, latterly, Firefox. By being developed in this way, breaking changes could be safely made to the specification as no one was relying on the experimental implementations in production work.
Another new layout method has emerged over the past few years in a more public and perhaps more painful way. Shipped prefixed in browsers, The flexible box layout module (flexbox) was far too tempting for developers not to use on production sites. Therefore, as changes were made to the specification, we found ourselves with three different flexboxes, and browser implementations that did not match one another in completeness or in the version of specified features they supported.
Owing to the different ways these modules have come into being, when I present on grid layout it is often the very first time someone has heard of the specification. A question I keep being asked is whether CSS grid layout and flexbox are competing layout systems, as though it might be possible to back the loser in a CSS layout competition. The reality, however, is that these two methods will sit together as one system for doing layout on the web, each method playing to certain strengths and serving particular layout tasks.
If there is to be a loser in the battle of the layouts, my hope is that it will be the layout frameworks that tie our design to our markup. They have been a necessary placeholder while we waited for a true web layout system, but I believe that in a few years time we’ll be easily able to date a website to circa 2015 by seeing <div class="row"> or <div class="col-md-3"> in the markup.
In this article, I’m going to take a look at the common features of our new layout systems, along with a couple of examples which serve to highlight the differences between them.
To see the grid layout examples you will need to enable grid in your browser. The easiest thing to do is to enable the experimental web platform features flag in Chrome. Details of current browser support can be found here.
Relationship
Items only become flex or grid items if they are a direct child of the element that has display:flex, display:grid or display:inline-grid applied. Those direct children then understand themselves in the context of the complete layout. This makes many things possible. It’s the lack of relationship between elements that makes our existing layout methods difficult to use. If we float two columns, left and right, we have no way to tell the shorter column to extend to the height of the taller one. We have expended a lot of effort trying to figure out the best way to make full-height columns work, using techniques that were never really designed for page layout.
At a very simple level, the relationship between elements means that we can easily achieve full-height columns. In flexbox:
See the Pen Flexbox equal height columns by rachelandrew (@rachelandrew) on CodePen.
And in grid layout (requires a CSS grid-supporting browser):
See the Pen Grid equal height columns by rachelandrew (@rachelandrew) on CodePen.
Alignment
Full-height columns rely on our flex and grid items understanding themselves as part of an overall layout. They also draw on a third new specification: the box alignment module. If vertical centring is a gift you’d like to have under your tree this Christmas, then this is the box you’ll want to unwrap first.
The box alignment module takes the alignment and space distribution properties from flexbox and applies them to other layout methods. That includes grid layout, but also other layout methods. Once implemented in browsers, this specification will give us true vertical centring of all the things.
Our examples above achieved full-height columns because the default value of align-items is stretch. The value ensured our columns stretched to the height of the tallest. If we want to use our new vertical centring abilities on all items, we would set align-items:center on the container. To align one flex or grid item, apply the align-self property.
The examples below demonstrate these alignment properties in both grid layout and flexbox. The portrait image of Widget the cat is aligned with the default stretch. The other three images are aligned using different values of align-self.
Take a look at an example in flexbox:
See the Pen Flexbox alignment by rachelandrew (@rachelandrew) on CodePen.
And also in grid layout (requires a CSS grid-supporting browser):
See the Pen Grid alignment by rachelandrew (@rachelandrew) on CodePen.
The alignment properties used with CSS grid layout.
Fluid grids
A cornerstone of responsive design is the concept of fluid grids.
“[…]every aspect of the grid—and the elements laid upon it—can be expressed as a proportion relative to its container.”
—Ethan Marcotte, “Fluid Grids”
The method outlined by Marcotte is to divide the target width by the context, then use that value as a percentage value for the width property on our element.
h1 {
margin-left: 14.575%; /* 144px / 988px = 0.14575 */
width: 70.85%; /* 700px / 988px = 0.7085 */
}
In more recent years, we’ve been able to use calc() to simplify this (at least, for those of us able to drop support for Internet Explorer 8). However, flexbox and grid layout make fluid grids simple.
The most basic of flexbox demos shows this fluidity in action. The justify-content property – another property defined in the box alignment module – can be used to create an equal amount of space between or around items. As the available width increases, more space is assigned in proportion.
In this demo, the list items are flex items due to display:flex being added to the ul. I have given them a maximum width of 250 pixels. Any remaining space is distributed equally between the items as the justify-content property has a value of space-between.
See the Pen Flexbox: justify-content by rachelandrew (@rachelandrew) on CodePen.
For true fluid grid-like behaviour, your new flexible friends are flex-grow and flex-shrink. These properties give us the ability to assign space in proportion.
The flexbox flex property is a shorthand for:
flex-grow
flex-shrink
flex-basis
The flex-basis property sets the default width for an item. If flex-grow is set to 0, then the item will not grow larger than the flex-basis value; if flex-shrink is 0, the item will not shrink smaller than the flex-basis value.
flex: 1 1 200px: a flexible box that can grow and shrink from a 200px basis.
flex: 0 0 200px: a box that will be 200px and cannot grow or shrink.
flex: 1 0 200px: a box that can grow bigger than 200px, but not shrink smaller.
In this example, I have a set of boxes that can all grow and shrink equally from a 100 pixel basis.
See the Pen Flexbox: flex-grow by rachelandrew (@rachelandrew) on CodePen.
What I would like to happen is for the first element, containing a portrait image, to take up less width than the landscape images, thus keeping it more in proportion. I can do this by changing the flex-grow value. By giving all the items a value of 1, they all gain an equal amount of the available space after the 100 pixel basis has been worked out.
If I give them all a value of 3 and the first box a value of 1, the other boxes will be assigned three parts of the available space while box 1 is assigned only one part. You can see what happens in this demo:
See the Pen Flexbox: flex-grow by rachelandrew (@rachelandrew) on CodePen.
Once you understand flex-grow, you should easily be able to grasp how the new fraction unit (fr, defined in the CSS grid layout specification) works. Like flex-grow, this unit allows us to assign available space in proportion. In this case, we assign the space when defining our track sizes.
In this demo (which requires a CSS grid-supporting browser), I create a four-column grid using the fraction unit to define my track sizes. The first track is 1fr in width, and the others 2fr.
grid-template-columns: 1fr 2fr 2fr 2fr;
See the Pen Grid fraction units by rachelandrew (@rachelandrew) on CodePen.
The four-track grid.
Separation of concerns
My younger self petitioned my peers to stop using tables for layout and to move to CSS. One of the rallying cries of that movement was the concept of separating our source and content from how they were displayed. It was something of a failed promise given the tools we had available: the display leaked into the markup with the need for redundant elements to cope with browser bugs, or visual techniques that just could not be achieved without supporting markup.
Browsers have improved, but even now we can find ourselves compromising the ideal document structure so we can get the layout we want at various breakpoints. In some ways, the situation has returned to tables-for-layout days. Many of the current grid frameworks rely on describing our layout directly in the markup. We add divs for rows, and classes to describe the number of desired columns. We nest these constructions of divs inside one another.
Here is a snippet from the Bootstrap grid examples – two columns with two nested columns:
<div class="row">
<div class="col-md-8">
.col-md-8
<div class="row">
<div class="col-md-6">
.col-md-6
</div>
<div class="col-md-6">
.col-md-6
</div>
</div>
</div>
<div class="col-md-4">
.col-md-4
</div>
</div>
Not a million miles away from something I might have written in 1999.
<table>
<tr>
<td class="col-md-8">
.col-md-8
<table>
<tr>
<td class="col-md-6">
.col-md-6
</td>
<td class="col-md-6">
.col-md-6
</td>
</tr>
</table>
</td>
<td class="col-md-4">
.col-md-4
</td>
</tr>
</table>
Grid and flexbox layouts do not need to be described in markup. The layout description happens entirely in the CSS, meaning that elements can be moved around from within the presentation layer.
Flexbox gives us the ability to reverse the flow of elements, but also to set the order of elements with the order property. This is demonstrated here, where Widget the cat is in position 1 in the source, but I have used the order property to display him after the things that are currently unimpressive to him.
See the Pen Flexbox: order by rachelandrew (@rachelandrew) on CodePen.
Grid layout takes this a step further. Where flexbox lets us set the order of items in a single dimension, grid layout gives us the ability to position things in two dimensions: both rows and columns. Defined in the CSS, this positioning can be changed at any breakpoint without needing additional markup. Compare the source order with the display order in this example (requires a CSS grid-supporting browser):
See the Pen Grid positioning in two dimensions by rachelandrew (@rachelandrew) on CodePen.
Laying out our items in two dimensions using grid layout.
As these demos show, a straightforward way to decide if you should use grid layout or flexbox is whether you want to position items in one dimension or two. If two, you want grid layout.
A note on accessibility and reordering
The issues arising from this powerful ability to change the way items are ordered visually from how they appear in the source have been the subject of much discussion. The current flexbox editor’s draft states
“Authors must use order only for visual, not logical, reordering of content. Style sheets that use order to perform logical reordering are non-conforming.”
—CSS Flexible Box Layout Module Level 1, Editor’s Draft (3 December 2015)
This is to ensure that non-visual user agents (a screen reader, for example) can rely on the document source order as being correct. Take care when reordering that you do so from the basis of a sound document that makes sense in terms of source order. Avoid using visual order to convey meaning.
Automatic content placement with rules
Having control over the order of items, or placing items on a predefined grid, is nice. However, we can often do that already with one method or another and we have frameworks and tools to help us. Tools such as Susy mean we can even get away from stuffing our markup full of grid classes. However, our new layout methods give us some interesting new possibilities.
Something that is useful to be able to do when dealing with content coming out of a CMS or being pulled from some other source, is to define a bunch of rules and then say, “Display this content, using these rules.”
As an example of this, I will leave you with a Christmas poem displayed in a document alongside Widget the cat and some of the decorations that are bringing him no Christmas cheer whatsoever.
The poem is displayed first in the source as a set of paragraphs. I’ve added a class identifying each of the four paragraphs but they are displayed in the source as one text. Below that are all my images, some landscape and some portrait; I’ve added a class of landscape to the landscape ones.
The mobile-first grid is a single column and I use line-based placement to explicitly position my poem paragraphs. The grid layout auto-placement rules then take over and place the images into the empty cells left in the grid.
At wider screen widths, I declare a four-track grid, and position my poem around the grid, keeping it in a readable order.
I also add rules to my landscape class, stating that these items should span two tracks. Once again the grid layout auto-placement rules position the rest of my images without my needing to position them. You will see that grid layout takes items out of source order to fill gaps in the grid. It does this because I have set the property grid-auto-flow to dense. The default is sparse meaning that grid will not attempt this backfilling behaviour.
Take a look and play around with the full demo (requires a CSS grid layout-supporting browser):
See the Pen Grid auto-flow with rules by rachelandrew (@rachelandrew) on CodePen.
The final automatic placement example.
My wish for 2016
I really hope that in 2016, we will see CSS grid layout finally emerge from behind browser flags, so that we can start to use these features in production — that we can start to move away from using the wrong tools for the job.
However, I also hope that we’ll see developers fully embracing these tools as the new system that they are. I want to see people exploring the possibilities they give us, rather than trying to get them to behave like the grid systems of 2015. As you discover these new modules, treat them as the new paradigm that they are, get creative with them. And, as you find the edges of possibility with them, take that feedback to the CSS Working Group. Help improve the layout systems that will shape the look of the future web.
Some further reading
I maintain a site of grid layout examples and resources at Grid by Example.
The three CSS specifications I’ve discussed can be found as editor’s drafts: CSS grid, flexbox, box alignment.
I wrote about the last three years of my interest in CSS grid layout, which gives something of a history of the specification.
More examples of box alignment and grid layout.
My presentation at Fronteers earlier this year, in which I explain more about these concepts. |
2015 |
Rachel Andrew |
rachelandrew |
2015-12-15T00:00:00+00:00 |
https://24ways.org/2015/grid-flexbox-box-alignment-our-new-system-for-layout/ |
code |
| 69 |
How to Do a UX Review |
A UX review is where an expert goes through a website looking for usability and experience problems and makes recommendations on how to fix them.
I’ve completed a number of UX reviews over my twelve years working as a user experience consultant and I thought I’d share my approach.
I’ll be talking about reviewing websites here; you can adapt the approach for web apps, or mobile or desktop apps.
Why conduct a review
Typically, a client asks for a review to be undertaken by a trusted and, ideally, detached third party who either works for an agency or is a freelancer. Often they may ask a new member of the UX team to complete one, or even set it as a task for a job interview. This indicates the client is looking for an objective view, seen from the outside as a user would see the website.
I always suggest conducting some user research rather than a review. Users know their goals and watching them make (what you might think of as) mistakes on the website is invaluable. Conducting research with six users can give you six hours’ worth of review material from six viewpoints. In short, user research can identify more problems and show how common those problems might be.
There are three reasons, though, why a review might better suit client needs than user research:
Quick results: user research and analysis takes at least three weeks.
Limited budget: the £6–10,000 cost to run user research is about twice the cost of a UX review.
Users are hard to reach: in the business-to-business world, reaching users is difficult, especially if your users hold senior positions in their organisations. Working with consumers is much easier as there are often more of them.
There is some debate about the benefits of user research over UX review. In my experience you learn far more from research, but opinions differ.
Be objective
The number one mistake many UX reviewers make is reporting back the issues they identify as their opinion. This can cause credibility problems because you have to keep justifying why your opinion is correct.
I’ve had the most success when giving bad news in a UX review and then finally getting things fixed when I have been as objective as possible, offering evidence for why something may be a problem.
To be objective we need two sources of data: numbers from analytics to appeal to reason; and stories from users in the form of personas to speak to emotions. Highlighting issues with dispassionate numerical data helps show the extent of the problem. Making the problems more human using personas can make the problem feel more real.
Numbers from analytics
The majority of clients I work with use Google Analytics, but if you use a different analytics package the same concepts apply. I use analytics to find two sets of things.
1. Landing pages and search terms
Landing pages are the pages users see first when they visit a website – more often than not via a Google search. Landing pages reveal user goals. If a user landed on a page called ‘Yellow shoes’ their goal may well be to find out about or buy some yellow shoes.
It would be great to see all the search terms bringing people to the website but in 2011 Google stopped providing search term data to (rightly!) protect users’ privacy. You can get some search term data from Google Webmaster tools, but we must rely on landing pages as a clue to our users’ goals.
The thing to look for is high-traffic landing pages with a high bounce rate. Bounce rate is the percentage of visitors to a website who navigate away from the site after viewing only one page. A high bounce rate (over 50%) isn’t good; above 70% is bad.
To get a list of high-traffic landing pages with a high bounce rate install this bespoke report.
Google Analytics showing landing pages ordered by popularity and the bounce rate for each.
This is the list of pages with high demand and that have real problems as the bounce rate is high. This is the main focus of the UX review.
2. User flows
We have the beginnings of the user journey: search terms and initial landing pages. Now we can tap into the really useful bit of Google Analytics. Called behaviour flows, they show the most common order of pages visited.
Behaviour flows from Google Analytics, showing the routes users took through the website.
Here we can see the second and third (and so on) pages users visited. Importantly, we can also see the drop-outs at each step.
If your client has it set up, you can also set goal pages (for example, a post-checkout contact us and thank you page). You can then see a similar view that tracks back from the goal pages. If your client doesn’t have this, suggest they set up goal tracking. It’s easy to do.
We now have the remainder of the user journey.
A user journey
Expect the work in analytics to take up to a day.
We may well identify more than one user journey, starting from different landing pages and going to different second- and third-level pages. That’s a good thing and shows we have different user types. Talking of user types, we need to define who our users are.
Personas
We have some user journeys and now we need to understand more about our users’ motivations and goals.
I have a love-hate relationship with personas, but used properly these portraits of users can help bring a human touch to our UX review.
I suggest using a very cut-down view of a persona. My old friends Steve Cable and Richard Caddick at cxpartners have a great free template for personas from their book Communicating the User Experience.
The first thing to do is find a picture that represents that persona. Don’t use crappy stock photography – it’s sometimes hard to relate to perfect-looking people) – use authentic-looking people. Here’s a good collection of persona photos.
An example persona.
The personas have three basic attributes:
Goals: we can complete these drawing on the analytics data we have (see example).
Musts: things we have to do to meet the persona’s needs.
Must nots: a list of things we really shouldn’t do.
Completing points 2 and 3 can often be done during the writing of the report.
Let’s take an example. We know that the search term ‘yellow shoes’ takes the user to the landing page for yellow shoes. We also know this page has a high bounce rate, meaning it doesn’t provide a good experience.
With our expert hat on we can review the page. We will find two types of problem:
Usability issues: ineffective button placement or incorrect wording, links not looking like links, and so on.
Experience issues: for example, if a product is out of stock we have to contact the business to ask them to restock.
That link is very small and hard to see.
We could identify that the contact button isn’t easy to find (a usability issue) but that’s not the real problem here. That the user has to ask the business to restock the item is a bad user experience. We add this to our personas’ must nots. The big experience problems with the site form the musts and must nots for our personas.
We now have a story around our user journey that highlights what is going wrong.
If we’ve identified a number of user journeys, multiple landing pages and differing second and third pages visited, we can create more personas to match. A good rule of thumb is no more than three personas. Any more and they lose impact, watering down your results.
Expect persona creation to take up to a day to complete.
Let’s start the review
We take the user journeys and we follow them step by step, working through the website looking for the reasons why users drop out at each step. Using Keynote or PowerPoint, I structure the final report around the user journey with separate sections for each step.
For each step we’ll find both usability and experience problems. Split the results into those two groups.
Usability problems are fairly easy to fix as they’re often quick design changes. As you go along, note the usability problems in one place: we’ll call this ‘quick wins’. Simple quick fixes are a reassuring thing for a client to see and mean they can get started on stuff right away. You can mark the severity of usability issues. Use a scale from 1 to 3 (if you use 1 to 5 everything ends up being a 3!) where 1 is minor and 3 is serious.
Review the website on the device you’d expect your persona to use. Are they using the site on a smartphone? Review it on a smartphone.
I allow one page or slide per problem, which allows me to explain what is going wrong. For a usability problem I’ll often make a quick wireframe or sketch to explain how to address it.
A UX review slide displaying all the elements to be addressed. These slides may be viewed from across the room on a screen so zoom into areas of discussion.
(Quick tip: if you use Google Chrome, try Awesome Screenshot to capture screens.)
When it comes to the more severe experience problems – things like an online shop not offering next day delivery, or a business that needs to promise to get back to new customers within a few hours – these will take more than a tweak to the UI to fix.
Call these something different. I use the terms like business challenges and customer experience issues as they show that it will take changes to the organisation and its processes to address them. It’s often beyond the remit of a humble UX consultant to recommend how to fix organisational issues, so don’t try.
Again, create a page within your document to collect all of the business challenges together.
Expect the review to take between one and three days to complete.
The final report should follow this structure:
The approach
Overview of usability quick wins
Overview of experience issues
Overview of Google Analytics findings
The user journeys
The personas
Detailed page-by-page review (broken down by steps on the user journey)
There are two academic theories to help with the review.
Heuristic evaluation is a set of criteria to organise the issues you find. They’re great for categorising the usability issues you identify but in practice they can be quite cumbersome to apply.
I prefer the more scientific and much simpler cognitive walkthrough that is focused on goals and actions.
A workshop to go through the findings
The most important part of the UX review process is to talk through the issues with your client and their team.
A document can only communicate a certain amount. Conversations about the findings will help the team understand the severity of the issues you’ve uncovered and give them a chance to discuss what to do about them.
Expect the workshop to last around three hours.
When presenting the report, explain the method you used to conduct the review, the data sources, personas and the reasoning behind the issues you found. Start by going through the usability issues. Often these won’t be contentious and you can build trust and improve your credibility by making simple, easy to implement changes.
The most valuable part of the workshop is conversation around each issue, especially the experience problems. The workshop should include time to talk through each experience issue and how the team will address it.
I collect actions on index cards throughout the workshop and make a note of who will take what action with each problem.
Index cards showing the problem and who is responsible.
When talking through the issues, the person who designed the site is probably in the room – they may well feel threatened. So be nice.
When I talk through the report I try to have strong ideas, weakly held.
At the end of the workshop you’ll have talked through each of the issues and identified who is responsible for addressing them. To close the workshop I hand out the cards to the relevant people, giving them a physical reminder of the next steps they have to take.
That’s my process for conducting a review. I’d love to hear any tips you have in the comments. |
2015 |
Joe Leech |
joeleech |
2015-12-03T00:00:00+00:00 |
https://24ways.org/2015/how-to-do-a-ux-review/ |
ux |
| 70 |
Bringing Your Code to the Streets |
— or How to Be a Street VJ
Our amazing world of web code is escaping out of the browser at an alarming rate and appearing in every aspect of the environment around us. Over the past few years we’ve already seen JavaScript used server-side, hardware coded with JavaScript, a rise of native style and desktop apps created with HTML, CSS and JavaScript, and even virtual reality (VR) is getting its fair share of front-end goodness.
You can go ahead and play with JavaScript-powered hardware such as the Tessel or the Espruino to name a couple. Just check out the Tessel project page to see JavaScript in the world of coffee roasting or sleep tracking your pet. With the rise of the internet of things, JavaScript can be seen collecting information on flooding among other things. And if that’s not enough ‘outside the browser’ implementations, Node.js servers can even be found in aircraft!
I previously mentioned VR and with three.js’s extra StereoEffect.js module it’s relatively simple to get browser 3D goodness to be Google Cardboard-ready, and thus set the stage for all things JavaScript and VR. It’s been pretty popular in the art world too, with interactive works such as Seb Lee-Delisle’s Lunar Trails installation, featuring the old arcade game Lunar Lander, which you can now play in your browser while others watch (it is the web after all). The Science Museum in London held Chrome Web Lab, an interactive exhibition featuring five experiments, showcasing the magic of the web. And it’s not even the connectivity of the web that’s being showcased; we can even take things offline and use web code for amazing things, such as fighting Ebola.
One thing is for sure, JavaScript is awesome. Hell, if you believe those telly programs (as we all do), JavaScript can even take down the stock market, purely through the witchcraft of canvas! Go JavaScript!
Now it’s our turn
So I wanted to create a little project influenced by this theme, and as it’s Christmas, take it to the streets for a little bit of party fun! Something that could take code anywhere. Here’s how I made a portable visual projection pack, a piece of video mixing software and created some web-coded street art.
Step one: The equipment
You will need:
One laptop: with HDMI output and a modern browser installed, such as Google Chrome.
One battery-powered mini projector: I’ve used a Texas Instruments DLP; for its 120 lumens it was the best cost-to-lumens ratio I could find.
One MIDI controller (optional): mine is an ICON iDJ as it suits mixing visuals. However, there is more affordable hardware on the market such as an Akai LPD8 or a Korg nanoPAD2. As you’ll see in the article, this is optional as it can be emulated within the software.
A case to carry it all around in.
Step two: The software
The projected visuals, I imagined, could be anything you can create within a browser, whether that be simple HTML and CSS, images, videos, SVG or canvas. The only requirement I have is that they move or change with sound and that I can mix any one visual into another.
You may remember a couple of years ago I created a demo on this very site, allowing audio-triggered visuals from the ambient sounds your device mic was picking up. That was a great starting point – I used that exact method to pick up the audio and thus the first requirement was complete. If you want to see some more examples of visuals I’ve put together for this, there’s a showcase on CodePen.
The second requirement took a little more thought. I needed two screens, which could at any point show any of the visuals I had coded, but could be mixed from one into the other and back again. So let’s start with two divs, both absolutely positioned so they’re on top of each other, but at the start the second screen’s opacity is set to zero.
Now all we need is a slider, which when moved from one side to the other slowly sets the second screen’s opacity to 1, thereby fading it in.
See the Pen Mixing Screens (Software Version) by Rumyra (@Rumyra) on CodePen.
Mixing Screens (CodePen)
As you saw above, I have a MIDI controller and although the software method works great, I’d quite like to make use of this nifty piece of kit. That’s easily done with the Web MIDI API. All I need to do is call it, and when I move one of the sliders on the controller (I’ve allocated the big cross fader in the middle for this), pick up on the change of value and use that to control the opacity instead.
var midi, data;
// start talking to MIDI controller
if (navigator.requestMIDIAccess) {
navigator.requestMIDIAccess({
sysex: false
}).then(onMIDISuccess, onMIDIFailure);
} else {
alert(“No MIDI support in your browser.”);
}
// on success
function onMIDISuccess(midiData) {
// this is all our MIDI data
midi = midiData;
var allInputs = midi.allInputs.values();
// loop over all available inputs and listen for any MIDI input
for (var input = allInputs.next(); input && !input.done; input = allInputs.next()) {
// when a MIDI value is received call the onMIDIMessage function
input.value.onmidimessage = onMIDIMessage;
}
}
function onMIDIMessage(message) {
// data comes in the form [command/channel, note, velocity]
data = message.data;
// Opacity change for screen. The cross fader values are [176, 8, {0-127}]
if ( (data[0] === 176) && (data[1] === 8) ) {
// this value will change as the fader is moved
var opacity = data[2]/127;
screenTwo.style.opacity = opacity;
}
}
The final code was slightly more complicated than this, as I decided to switch the two screens based on the frequencies of the sound that was playing, and use the cross fader to depict the frequency threshold value. This meant they flickered in and out of each other, rather than just faded. There’s a very rough-and-ready first version of the software on GitHub.
Phew, Great! Now we need to get all this to the streets!
Step three: Portable kit
Did you notice how I mentioned a case to carry it all around in? I wanted the case to be morphable, so I could use the equipment from it too, a sort of bag-to-usherette-tray-type affair. Well, I had an unused laptop bag…
I strengthened it with some MDF, so when I opened the bag it would hold like a tray where the laptop and MIDI controller would sit. The projector was Velcroed to the external pocket of the bag, so when it was a tray it would project from underneath. I added two durable straps, one for my shoulders and one round my waist, both attached to the bag itself. There was a lot of cutting and trimming. As it was a laptop bag it was pretty thick to start and sewing was tricky. However, I only broke one sewing machine needle; I’ve been known to break more working with leather, so I figured I was doing well. By the way, you can actually buy usherette trays, but I just couldn’t resist hacking my own :)
Step four: Take to the streets
First, make sure everything is charged – everything – a lot! The laptop has to power both the MIDI controller and the projector, and although I have a mobile phone battery booster pack, that’ll only charge the projector should it run out. I estimated I could get a good hour of visual artistry before I needed to worry, though.
I had a couple of ideas about time of day and location. Here in the UK at this time of year, it gets dark around half past four, so I could easily head out in a city around 5pm and it would be dark enough for the projections to be seen pretty well. I chose Bristol, around the waterfront, as there were some interesting locations to try it out in. The best was Millennium Square: busy but not crowded and plenty of surfaces to try projecting on to.
My first time out with the portable audio/visual pack (PAVP as it will now be named) was brilliant. I played music and projected visuals, like a one-woman band of A/V!
You might be thinking what the point of this was, besides, of course, it being a bit of fun. Well, this project got me to look at canvas and SVG more closely. The Web MIDI API was really interesting; MIDI as a data format has some great practical uses. I think without our side projects we may not have all these wonderful uses for our everyday code. Not only do they remind us coding can, and should, be fun, they also help us learn and grow as makers.
My favourite part? When I was projecting into a water feature in Millennium Square. For those who are familiar, you’ll know it’s like a wall of water so it produced a superb effect. I drew quite a crowd and a kid came to stand next to me and all I could hear him say with enthusiasm was, ‘Oh wow! That’s so cool!’
Yes… yes, kid, it was cool. Making things with code is cool.
Massive thanks to the lovely Drew McLellan for his incredibly well-directed photography, and also Simon Johnson who took a great hand in perfecting the kit while it was attached. |
2015 |
Ruth John |
ruthjohn |
2015-12-06T00:00:00+00:00 |
https://24ways.org/2015/bringing-your-code-to-the-streets/ |
code |
| 71 |
Upping Your Web Security Game |
When I started working in web security fifteen years ago, web development looked very different. The few non-static web applications were built using a waterfall process and shipped quarterly at best, making it possible to add security audits before every release; applications were deployed exclusively on in-house servers, allowing Info Sec to inspect their configuration and setup; and the few third-party components used came from a small set of well-known and trusted providers. And yet, even with these favourable conditions, security teams were quickly overwhelmed and called for developers to build security in.
If the web security game was hard to win before, it’s doomed to fail now. In today’s web development, every other page is an application, accepting inputs and private data from users; software is built continuously, designed to eliminate manual gates, including security gates; infrastructure is code, with servers spawned with little effort and even less security scrutiny; and most of the code in a typical application is third-party code, pulled in through open source repositories with rarely a glance at who provided them.
Security teams, when they exist at all, cannot solve this problem. They are vastly outnumbered by developers, and cannot keep up with the application’s pace of change. For us to have a shot at making the web secure, we must bring security into the core. We need to give it no less attention than that we give browser compatibility, mobile design or web page load times. More broadly, we should see security as an aspect of quality, expecting both ourselves and our peers to address it, and taking pride when we do it well.
Where To Start?
Embracing security isn’t something you do overnight.
A good place to start is by reviewing things you’re already doing – and trying to make them more secure. Here are three concrete steps you can take to get going.
HTTPS
Threats begin when your system interacts with the outside world, which often means HTTP. As is, HTTP is painfully insecure, allowing attackers to easily steal and manipulate data going to or from the server. HTTPS adds a layer of crypto that ensures the parties know who they’re talking to, and that the information exchanged can be neither modified nor sniffed.
HTTPS is relevant to any site. If your non-HTTPS site holds opinions, reading it may get your users in trouble with employers or governments. If your users believe what you say, attackers can modify your non-HTTPS to take advantage of and abuse that trust. If you want to use new browser technologies like HTTP2 and service workers, your site will need to be HTTPS. And if you want to be discovered on the web, using HTTPS can help your Google ranking. For more details on why I think you should make the switch to HTTPS, check out this post, these slides and this video.
Using HTTPS is becoming easier and cheaper. Here are a few free tools that can help:
Get free and easy HTTPS delivery from Cloudflare (be sure to use “Full SSL”!)
Get a free and automation-friendly certificate from Let’s Encrypt (now in open beta).
Test how well your HTTPS is set up using SSLTest.
Other vendors and platforms are rapidly simplifying and reducing the cost of their HTTPS offering, as demand and importance grows.
Two-Factor Authentication
The most sensitive data is usually stored behind a login, and the authentication process is the primary gate in front of this data. Making this process secure has many aspects, including using HTTPS when accepting credentials, having a strong password policy, never storing the password, and more.
All of these are important, but the best single step to boost your authentication security is to introduce two-factor authentication (2FA). Adding 2FA usually means prompting users for an additional one-time code when logging in, which they get via SMS or a mobile app (e.g. Google Authenticator). This code is short-lived and is extremely hard for a remote attacker to guess, thus vastly reducing the risk a leaked or easily guessed password presents.
The typical algorithm for 2FA is based on an IETF standard called the time-based one-time password (TOTP) algorithm, and it isn’t that hard to implement. Joel Franusic wrote a great post on implementing 2FA; modules like speakeasy make it even easier; and you can swap SMS with Google Authenticator or your own app if you prefer. If you don’t want to build 2FA support yourself, you can purchase two/multi-factor authentication services from vendors such as DuoSecurity, Auth0, Clef, Hypr and others.
If implementing 2FA still feels like too much work, you can also choose to offload your entire authentication process to an OAuth-based federated login. Many companies offer this today, including Facebook, Google, Twitter, GitHub and others. These bigger players tend to do authentication well and support 2FA, but you should consider what data you’re sharing with them in the process.
Tracking Known Vulnerabilities
Most of the code in a modern application was actually written by third parties, and pulled into your app as frameworks, modules and libraries. While using these components makes us much more productive, along with their functionality we also adopt their security flaws. To make things worse, some of these flaws are well-known vulnerabilities, making it easy for hackers to take advantage of them in an attack.
This is a real problem and happens on pretty much every platform. Do you develop in Java? In 2014, over 6% of Java modules downloaded from Maven had a known severe security issue, the typical Java applications containing 24 flaws. Are you coding in Node.js? Roughly 14% of npm packages carry a known vulnerability, and over 60% of dev shops find vulnerabilities in their code. 30% of Docker Hub containers include a high priority known security hole, and 60% of the top 100,000 websites use client-side libraries with known security gaps.
To find known security issues, take stock of your dependencies and match them against language-specific lists such as Snyk’s vulnerability DB for Node.js, rubysec for Ruby, victims-db for Python and OWASP’s Dependency Check for Java. Once found, you can fix most issues by upgrading the component in question, though that may be tricky for indirect dependencies.
This process is still way too painful, which means most teams don’t do it. The Snyk team and I are hoping to change that by making it as easy as possible to find, fix and monitor known vulnerabilities in your dependencies. Snyk’s wizard will help you find and fix these issues through guided upgrades and patches, and adding Snyk’s test to your continuous integration and deployment (CI/CD) will help you stay secure as your code evolves.
Note that newly disclosed vulnerabilities usually impact old code – the one you’re running in production. This means you have to stay alert when new vulnerabilities are disclosed, so you can fix them before attackers can exploit them. You can do so by subscribing to vulnerability lists like US-CERT, OSVDB and NVD. Snyk’s monitor will proactively let you know about new disclosures relevant to your code, but only for Node.js for now – you can register to get updated when we expand.
Securing Yourself
In addition to making your application secure, you should make the contributors to that application secure – including you. Earlier this year we’ve seen attackers target mobile app developers with a malicious Xcode. The real target, however, wasn’t these developers, but rather the users of the apps they create. That you create. Securing your own work environment is a key part of keeping your apps secure, and your users from being compromised.
There’s no single step that will make you fully secure, but here are a few steps that can make a big impact:
Use 2FA on all the services related to the application, notably source control (e.g. GitHub), cloud platform (e.g. AWS), CI/CD, CDN, DNS provider and domain registrar. If an attacker compromises any one of those, they could modify or replace your entire application. I’d recommend using 2FA on all your personal services too.
Use a password manager (e.g. 1Password, LastPass) to ensure you have a separate and complex password for each service. Some of these services will get hacked, and passwords will leak. When that happens, don’t let the attackers access your other systems too.
Secure your workstation. Be careful what you download, lock your screen when you walk away, change default passwords on services you install, run antivirus software, etc. Malware on your machine can translate to malware in your applications.
Be very wary of phishing. Smart attackers use ‘spear phishing’ techniques to gain access to specific systems, and can trick even security savvy users. There are even phishing scams targeting users with 2FA. Be alert to phishy emails.
Don’t install things through curl <somewhere-on-the-web> | sudo bash, especially if the URL is on GitHub, meaning someone else controls it. Don’t do it on your machines, and definitely don’t do it in your CI/CD systems. Seriously.
Staying secure should be important to you personally, but it’s doubly important when you have privileged access to an application. Such access makes you a way to reach many more users, and therefore a more compelling target for bad actors.
A Culture of Security
Using HTTPS, enabling two-factor authentication and fixing known vulnerabilities are significant steps in building security at your core. As you implement them, remember that these are just a few steps in a longer journey.
The end goal is to embrace security as an aspect of quality, and accept we all share the responsibility of keeping ourselves – and our users – safe. |
2015 |
Guy Podjarny |
guypodjarny |
2015-12-11T00:00:00+00:00 |
https://24ways.org/2015/upping-your-web-security-game/ |
code |
| 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 |
| 289 |
Front-End Developers Are Information Architects Too |
The theme of this year’s World IA Day was “Information Everywhere, Architects Everywhere”. This article isn’t about what you may consider an information architect to be: someone in the user-experience field, who maybe studied library science, and who talks about taxonomies. This is about a realisation I had a couple of years ago when I started to run an increasing amount of usability-testing sessions with people who have disabilities: that the structure, labelling, and connections that can be made in front-end code is information architecture. People’s ability to be successful online is unequivocally connected to the quality of the code that is written.
Places made of information
In information architecture we talk about creating places made of information. These places are made of ones and zeros, but we talk about them as physical structures. We talk about going onto a social media platform, posting in blogs, getting locked out of an environment, and building applications. In 2002, Andrew Hinton stated:
People live and work in these structures, just as they live and work in their homes, offices, factories and malls. These places are not virtual: they are as real as our own minds.
25 Theses
We’re creating structures which people rely on for significant parts of their lives, so it’s critical that we carry out our work responsibly. This means we must use our construction materials correctly. Luckily, our most important material, HTML, has a well-documented specification which tells us how to build robust and accessible places. What is most important, I believe, is to understand the semantics of HTML.
Semantics
The word “semantic” has its origin in Greek words meaning “significant”, “signify”, and “sign”. In the physical world, a structure can have semantic qualities that tell us something about it. For example, the stunning Westminster Abbey inspires awe and signifies much about the intent and purpose of the structure. The building’s size; the quality of the stone work; the massive, detailed stained glass: these are all signs that this is a building meant for something the creators deemed important. Alternatively consider a set of large, clean, well-positioned, well-lit doors on the ground floor of an office block: they don’t need an “entrance” sign to communicate their use and to stop people trying to use a nearby fire exit to get into the building. The design of the doors signify their usage. Sometimes a more literal and less awe-inspiring approach to communicating a building’s purpose happens, but the affect is similar: the building is signifying something about its purpose.
HTML has over 115 elements, many of which have semantics to signify structure and affordance to people, browsers, and assistive technology. The HTML 5.1 specification mentions semantics, stating:
Elements, attributes, and attribute values in HTML are defined … to have certain meanings (semantics). For example, the <ol> element represents an ordered list, and the lang attribute represents the language of the content.
HTML 5.1 Semantics, structure, and APIs of HTML documents
HTML’s baked-in semantics means that developers can architect their code to signify structure, create relationships between elements, and label content so people can understand what they’re interacting with. Structuring and labelling information to make it available, usable, and understandable to people is what an information architect does. It’s also what a front-end developer does, whether they realise it or not.
A brief introduction to information architecture
We’re going to start by looking at what an information architect is. There are many definitions, and I’m going to quote Richard Saul Wurman, who is widely regarded as the father of information architecture. In 1976 he said an information architect is:
the individual who organizes the patterns inherent in data, making the complex clear; a person who creates the structure or map of information which allows others to find their personal paths to knowledge; the emerging 21st century professional occupation addressing the needs of the age focused upon clarity, human understanding, and the science of the organization of information.
Of Patterns And Structures
To me, this clearly defines any developer who creates code that a browser, or other user agent (for example, a screen reader), uses to create a structured, navigable place for people.
Just as there are many definitions of what an information architect is, there are for information architecture itself. I’m going to use the definition from the fourth edition of Information Architecture For The World Wide Web, in which the authors define it as:
The structural design of shared information environments.
The synthesis of organization, labeling, search, and navigation systems within digital, physical, and cross-channel ecosystems.
The art and science of shaping information products and experiences to support usability, findability, and understanding.
Information Architecture For The World Wide Web, 4th Edition
To me, this describes front-end development. Done properly, there is an art to creating robust, accessible, usable, and findable spaces that delight all our users. For example, at 2015’s State Of The Browser conference, Edd Sowden talked about the accessibility of <table>s. He discovered that by simply not using the semantically-correct <th> element to mark up <table> headings, in some situations browsers will decide that a <table> is being used for layout and essentially make it invisible to assistive technology. Another example of how coding practices can affect the usability and findability of content is shown by Léonie Watson in her How ARIA landmark roles help screen reader users video. By using ARIA landmark roles, people who use screen readers are quickly able to identify and jump to common parts of a web page.
Our definitions of information architects and information architecture mention patterns, rules, organisation, labelling, structure, and relationships. There are numerous different models for how these elements get boiled down to their fundamentals. In his Understanding Context book, Andrew Hinton calls them Labels, Relationships, and Rules; Jorge Arango calls them Links, Nodes, And Order; and Dan Klyn uses Ontology, Taxonomy, and Choreography, which is the one we’re going to use. Dan defines these terms as:
Ontology
The definition and articulation of the rules and patterns that govern the meaning of what we intend to communicate.
What we mean when we say what we say.
Taxonomy
The arrangements of the parts. Developing systems and structures for what everything’s called, where everything’s sorted, and the relationships between labels and categories
Choreography
Rules for interaction among the parts. The structures it creates foster specific types of movement and interaction; anticipating the way users and information want to flow and making affordance for change over time.
We now have definitions of an information architect, information architecture, and a model of the elements of information architecture. But is writing HTML really creating information or is it just wrangling data and metadata? When does data turn into information? In his book Managing For The Future Peter Drucker states:
… data is not information. Information is data endowed with relevance and purpose.
Managing For The Future
If we use the correct semantic element to mark up content then we’re developing with purpose and creating relevance. For example, if we follow the advice of the HTML 5.1 specification and mark up headings using heading rank instead of the outline algorithm, we’re creating a structure where the depth of one heading is relevant to the previous one. Architected correctly, an <h2> element should be relevant to its parent, which should be the <h1>. By following the HTML specification we can create a structured, searchable, labeled document that will hopefully be relevant to what our users need to be successful. If you’ve never used a screen reader, you might be wondering how the headings on a page are searchable. Screen readers give users the ability to interact with headings in a couple of ways:
by creating a list of headings so users can quickly scan the page for information
by using a keyboard command to cycle through one heading at a time
If we had a document for Christmas Day TV we might structure it something like this:
<h1>Christmas Day TV schedule</h1>
<h2>BBC1</h2>
<h3>Morning</h3>
<h3>Evening</h3>
<h2>BBC2</h2>
<h3>Morning</h3>
<h3>Evening</h3>
<h2>ITV</h2>
<h3>Morning</h3>
<h3>Evening</h3>
<h2>Channel 4</h2>
<h3>Morning</h3>
<h3>Evening</h3>
If I use VoiceOver to generate a list of headings, I get this:
Once I have that list I can use keyboard commands to filter the list based on the heading level. For example, I can press 2 to hear just the <h2>s:
If we hadn’t used headings, of if we’d nested them incorrectly, our users would be frustrated.
Putting this together
Let’s put this together with an example of a button that, when pressed, toggles the appearance of a panel of links. There are numerous ways we could create a button on a web page, but the best way is to just use a <button>. Every browser understands what a <button> is, how it works, and what keyboard shortcuts should be used with them. The HTML specification for the <button> element says:
The <button> element represents a button labeled by its contents.
The contents that a <button> can have include the type attribute, any relevant ARIA attributes, and the actual text label that the user sees. This information is more important than the visual design: it doesn’t matter how beautiful or obtuse the design is, if the underlying code is non-semantic and poorly labelled, people are going to struggle to use it. Here are three buttons, each created with the same HTML but with different designs:
Regardless of what they look like, because we’ve used semantic HTML instead of a bunch of meaningless <div>s or <span>s, people who use assistive technology are going to benefit. Out of the box, without any extra development effort, a <button> is accessible and usable with a keyboard. We don’t have to write event handlers to listen for people pressing the Enter key or the space bar, which we would have to do if we’d faked a button with non-semantic elements. Our <button> can also be quickly findable: for example, in the same way it’s possible to create a list of headings with a screen reader, I can also create a list of form elements and then quickly jump to the one I want.
Now we have our <button>, let’s add the panel we’re toggling the appearance of. Here’s our code:
<button aria-controls="panel" aria-expanded="false" class="settings" id="settings" type="button">Settings</button>
<div class="panel hidden" id="panel">
<ul aria-labelledby="settings">
<li><a href="…">Account</a></li>
<li><a href="…">Privacy</a></li>
<li><a href="…">Security</a></li>
</ul>
</div>
There’s quite a bit going on here. We’re using the:
aria-controls attribute to architect a connection between the <button> element and the panel whose appearance it controls. When some assistive technology, for example the JAWS screen reader, encounters an element with aria-controls it audibly tells a user about the controlled expanded element and gives them the ability to move focus to it.
aria-expanded attribute to denote whether the panel is visible or not. We toggle this value using JavaScript to true when the panel is visible and false when it’s not. This important attribute tells people who use screen readers about the state of the elements they’re interacting with. For example, VoiceOver announces Settings expanded button when the panel is visible and Settings collapsed button when it’s hidden.
aria-labelledby attribute to give the list a title of “Settings”. This can benefit some users of assistive technology. For example, screen readers can cycle through all the lists on a page, so being able to title them can improve findability. Being able to hear list Settings three items is, I’d argue, more useful than list three items. By doing this we’re supporting usability and findability.
<ul> element to contain our list of links in our panel.
Let’s look at the choice of <ul> to contain our settings choices. Firstly, our settings are related items, so they belong in a structure that semantically groups things. This is something that a list can do that other elements or patterns can’t. This pattern, for example, isn’t semantic and has no structure:
<div><a href="…">Account</a></div>
<div><a href="…">Privacy</a></div>
<div><a href="…">Security</a></div>
All we have there is three elements next to each other on the screen and in the DOM. That is not robust code that signifies anything.
Why are we using an unordered list as opposed to an ordered list or a definition list? A quick look at the HTML specification tells us why:
The <ul> element represents a list of items, where the order of the items is not important — that is, where changing the order would not materially change the meaning of the document.
The HTML 5.1 specification’s description of the element
Will the meaning of our document materially change if we moved the order of our links around? Nope. Therefore, I’d argue, we’ve used the correct element to structure our content.
These coding decisions are information architecture
I believe that what we’ve done here is pure information architecture. Going back to Dan Klyn’s model, we’ve practiced ontology by looking at the meaning of what we’re intending to communicate:
we want to communicate there is an interactive element that toggles the appearance of an element on a page so we’ve used one, a <button>, with those semantics.
programmatically we’ve used the type='button' attribute to signify that the button isn’t a menu, reset, or submit element.
visually we’ve designed our <button> look like something that can be interacted with and, importantly, we haven’t removed the focus ring.
we’ve labelled the <button> with the word “Settings” so that our users will hopefully understand what the button is for.
we’ve used an <ul> element to structure and communicate our list of related items.
We’ve also practiced taxonomy by developing systems and structures and creating relationships between our elements:
by connecting the <button> to the panel using the aria-controls attribute we’ve programmatically created a relationship between two elements.
we’ve developed a structure in our elements by labelling our <ul> with the same name as the <button> that controls its appearance.
And finally we’ve practiced choreography by creating elements that foster movement and interaction. We’ve anticipated the way users and information want to flow:
we’ve used a <button> element that is interactive and accessible out of the box.
our aria-controls attribute can help some people who use screen readers move easily from the <button> to the panel it controls.
by toggling the value of the aria-expanded attribute we’ve developed a system that tells assistive technology about the status of the relationship between our elements: the panel is visible or the panel is hidden.
we’ve made sure our information is more usable and findable no matter how our users want or need to interact with it. Regardless of how someone “sees” our work they’re going to be able to use it because we’ve architected multiple ways to access our information.
Information architecture, robust code, and accessibility
The United Nations estimates that around 10% of the world’s population has some form of disability which, at the time of writing, is around 740,000,000 people. That’s a lot of people who rely on well-architected semantic code that can be interpreted by whatever assistive technology they may need to use.
If everyone involved in the creation of our places made of information practiced information architecture it would make satisfying the WCAG 2.0 POUR principles so much easier. Our digital construction practices directly affect the quality of life of millions of people, and we have a responsibility to make technology available to them. In her book How To Make Sense Of Any Mess, Abby Covert states:
If we’re going to be successful in this new world, we need to see information as a workable material and learn to architect it in a way that gets us to our goals.
How To Make Sense Of Any Mess
I believe that the world will be a better place if we start treating front-end development as information architecture. |
2016 |
Francis Storr |
francisstorr |
2016-12-17T00:00:00+00:00 |
https://24ways.org/2016/front-end-developers-are-information-architects-too/ |
code |
| 290 |
Creating a Weekly Research Cadence |
Working on a product team, it’s easy to get hyper-focused on building features and lose sight of your users and their daily challenges. User research can be time-consuming to set up, so it often becomes ad-hoc and irregular, only performed in response to a particular question or concern. But without frequent touch points and opportunities for discovery, your product will stagnate and become less and less relevant. Setting up an efficient cadence of weekly research conversations will re-focus your team on user problems and provide a steady stream of insights for product development.
As my team transitioned into a Lean process earlier this year, we needed a way to get more feedback from users in a short amount of time. Our users are internet marketers—always busy and often difficult to reach. Scheduling research took days of emailing back and forth to find mutually agreeable times, and juggling one-off conversations made it difficult to connect with more than one or two people per week. The slow pace of research was allowing additional risk to creep into our product development.
I wanted to find a way for our team to test ideas and validate assumptions sooner and more often—but without increasing the administrative burden of scheduling. The solution: creating a regular cadence of research and testing that required a minimum of effort to coordinate.
Setting up a weekly user research cadence accelerated our learning and built momentum behind strategic experiments. By dedicating time every week to talk to a few users, we made ongoing research a painless part of every weekly sprint. But increasing the frequency of our research had other benefits as well. With only five working days between sessions, a weekly cadence forced us to keep our work small and iterative. Committing to testing something every week meant showing work earlier and more often than we might have preferred—pushing us out of your comfort zone into a process of more rapid experimentation.
Best of all, frequent conversations with users helped us become more customer-focused. After just a few weeks in a consistent research cadence, I noticed user feedback weaving itself through our planning and strategy sessions. Comments like “Remember what Jenna said last week, about not being able to customize her lists?” would pop up as frequent reference points to guide our decisions. As discussions become less about subjective opinions and more about responding to user needs, we saw immediate improvement in the quality of our solutions.
Establishing an efficient recruitment process
The key to creating a regular cadence of ongoing user research is an efficient recruitment and scheduling process—along with a commitment to prioritize the time needed for research conversations. This is an invaluable tool for product teams (whether or not they follow a Lean process), but could easily be adapted for content strategy teams, agency teams, a UX team of one, or any other project that would benefit from short, frequent conversations with users.
The process I use requires a few hours of setup time at the beginning, but pays off in better learning and better releases over the long run. Almost any team could use this as a starting point and adapt it to their own needs.
Pick a dedicated time each week for research
In order to make research a priority, we started by choosing a time each week when everyone on the product team was available. Between stand-ups, grooming sessions, and roadmap reviews, it wasn’t easy to do! Nevertheless, it’s important to include as many people as possible in conversations with your users. Getting a second-hand summary of research results doesn’t have the same impact as hearing someone describe their frustrations and concerns first-hand. The more people in the room to hear those concerns, the more likely they are to become priorities for your team.
I blocked off 2 hours for research conversations every Thursday afternoon. We make this time sacred, and never schedule other meetings or work across those hours.
Divide your time into several research slots
After my weekly cadence was set, I divided the time into four 20-minute time slots. Twenty minutes is long enough for us to ask several open-ended questions or get feedback on a prototype, without being a burden on our users’ busy schedules. Depending on your work, you may need schedule longer sessions—but beware the urge to create blocks that last an hour or more. A weekly research cadence is designed to facilitate rapid, ongoing feedback and testing; it should force you to talk to users often and to keep your work small and iterative. Projects that require longer, more in-depth testing will probably need a dedicated research project of their own.
I used the scheduling software Calendly to create interview appointments on a calendar that I can share with users, and customized the confirmation and reminder emails with information about how to access our video conferencing software. (Most of our research is done remotely, but this could be set up with details for in-person meetings as well.) Automating these emails and reminders took a little bit of time to set up, but was worth it for how much faster it made the process overall.
Invite users to sign up for a time that’s convenient for them
With a calendar set up and follow-up emails automated, it becomes incredibly easy to schedule research conversations. Each week, I send a short email out to a small group of users inviting them to participate, explaining that this is a chance to provide feedback that will improve our product or occasionally promoting the opportunity to get a sneak peek at new features we’re working on. The email includes a link to the Calendly appointments, allowing users who are interested to opt in to a time that fits their schedule.
Setting up appointments the first go around involved a bit of educated guessing. How many invitations would it take to fill all four of my weekly slots? How far in advance did I need to recruit users? But after a few weeks of trial and error, I found that sending 12-16 invitations usually allows me to fill all four interview slots. Our users often have meetings pop up at short notice, so we get the best results when I send the recruiting email on Tuesday, two days before my research block.
It may take a bit of experimentation to fine tune your process, but it’s worth the effort to get it right. (The worst thing that’s happened since I began recruiting this way was receiving emails from users complaining that there were no open slots available!) I can now fill most of an afternoon with back-to-back user research sessions just by sending just one or two emails each week, increasing our research pace while leaving plenty time to focus on discovery and design.
Getting the most out of your research sessions
As you get comfortable with the rhythm of talking to users each week, you’ll find more and more ways to get value out of your conversations. At first, you may prefer to just show work in progress—such as mockups or a simple prototype—and ask open-ended questions to measure user reaction. When you begin new projects, you may want to use this time to research behavior on existing features—either watching participants as they use part of your product or asking them to give an account of a recent experience in your app. You may even want to run more abstracted Lean experiments, if that’s the best way to validate the assumptions your team is working from.
Whatever you do, plan some time a day or two later to come back together and review what you’ve learned each week. Synthesizing research outcomes as a group will help keep your team in alignment and allow each person to highlight what they took away from each conversation.
Over time, you may find that the pace of weekly user research becomes more exhausting than energizing, especially if the responsibility for scheduling and planning falls on just one person. Don’t allow yourself to get burned out; a healthy research cadence should also include time to rest and reflect if the pace becomes too rapid to sustain. Take breaks as needed, then pick up the pace again as soon as you’re ready. |
2016 |
Wren Lanier |
wrenlanier |
2016-12-02T00:00:00+00:00 |
https://24ways.org/2016/creating-a-weekly-research-cadence/ |
ux |
| 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 |
| 292 |
Watch Your Language! |
I’m bilingual. My first language is French. I learned English in my early 20s. Learning a new language later in life meant that I was able to observe my thought processes changing over time. It made me realize that some concepts can’t be expressed in some languages, while other languages express these concepts with ease.
It also helped me understand the way we label languages. English: business. French: romance. Here’s an example of how words, or the absence thereof, can affect the way we think:
In French we love everything. There’s no straightforward way to say we like something, so we just end up loving everything. I love my sisters, I love broccoli, I love programming, I love my partner, I love doing laundry (this is a lie), I love my mom (this is not a lie). I love, I love, I love. It’s no wonder French is considered romantic. When I first learned English I used the word love rather than like because I hadn’t grasped the difference. Needless to say, I’ve scared away plenty of first dates!
Learning another language made me realize the limitations of my native language and revealed concepts I didn’t know existed. Without the nuances a given language provides, we fail to express what we really think. The absence of words in our vocabulary gets in the way of effectively communicating and considering ideas.
When I lived in Montréal, most people in my circle spoke both French and English. I could switch between them when I could more easily express an idea in one language or the other. I liked (or should I say loved?) those conversations. They were meaningful. They were efficient.
I’m quadrilingual. I code in Ruby, HTML/CSS, JavaScript, Python. In the past couple of years I have been lucky enough to write code in these languages at a massive scale. In learning Ruby, much like learning English, I discovered the strengths and limitations of not only the languages I knew but the language I was learning. It taught me to choose the right tool for the job.
When I started working at Shopify, making a change to a view involved copy/pasting HTML and ERB from one view to another. The CSS was roughly structured into modules, but those modules were not responsive to different screen sizes. Our HTML was complete mayhem, and we didn’t consider accessibility. All this made editing views a laborious process.
Grep. Replace all. Test. Ship it. Repeat.
This wasn’t sustainable at Shopify’s scale, so the newly-formed front end team was given two missions:
Make the app responsive (AKA Let’s Make This Thing Responsive ASAP)
Make the view layer scalable and maintainable (AKA Let’s Build a Pattern Library… in Ruby)
Let’s make this thing responsive ASAP
The year was 2015. The Shopify admin wasn’t mobile friendly. Our browser support was set to IE10. We had the wind in our sails. We wanted to achieve complete responsiveness in the shortest amount of time. Our answer: container queries.
It seemed like the obvious decision at the time. We would be able to set rules for each component in isolation and the component would know how to lay itself out on the page regardless of where it was rendered. It would save us a ton of development time since we wouldn’t need to change our markup, it would scale well, and we would achieve complete component autonomy by not having to worry about page layout. By siloing our components, we were going to unlock the ultimate goal of componentization, cutting the tie to external dependencies. We were cool.
Writing the JavaScript handling container queries was my first contribution to Shopify. It was a satisfying project to work on. We could drop our components in anywhere and they would magically look good. It took us less than a couple weeks to push this to production and make our app mostly responsive.
But with time, it became increasingly obvious that this was not as performant as we had hoped. It wasn’t performant at all. Components would jarringly jump around the page before settling in on first paint.
It was only when we started using the flex-wrap: wrap CSS property to build new components that we realized we were not using the right language for the job. So we swapped out JavaScript container queries for CSS flex-wrapping. Even though flex wasn’t yet as powerful as we wanted it to be, it was still a good compromise. Our components stayed independent of the window size but took much less time to render. Best of all: they used CSS instead of relying on JavaScript for layout.
In other words: we were using the wrong language to express our layout to the browser, when another language could do it much more simply and elegantly.
Let’s build a pattern library… in Ruby
In order to make our view layer maintainable, we chose to build a comprehensive library of helpers. This library would generate our markup from a single source of truth, allowing us to make changes system-wide, in one place. No. More. Grepping.
When I joined Shopify it was a Rails shop freshly wounded by a JavaScript framework (See: Batman.js). JavaScript was like Voldemort, the language that could not be named. Because of this baggage, the only way for us to build a pattern library that would get buyin from our developers was to use Rails view helpers. And for many reasons using Ruby was the right choice for us. The time spent ramping developers up on the new UI Components would be negligible since the Ruby API felt familiar. The transition would be simple since we didn’t have to introduce any new technology to the stack. The components would be fast since they would be rendered on the server. We had a plan.
We put in place a set of Rails tools to make it easy to build components, then wrote a bunch of sweet, sweet components using our shiny new tools. To document our design, content and front end patterns we put together an interactive styleguide to demonstrate how every component works. Our research and development department loved it (and still do)! We continue to roll out new components, and generally the project has been successful, though it has had its drawbacks.
Since the Shopify admin is mostly made up of a huge number of forms, most of the content is static. For this reason, using server-rendered components didn’t seem like a problem at the time. With new app features increasing the amount of DOM manipulation needed on the client side, our early design decisions mean making requests to the server for each re-paint. This isn’t going to cut it.
I don’t know the end of this story, because we haven’t written it yet. We’ve been exploring alternatives to our current system to facilitate the rendering of our components on the client, including React, Vue.js, and Web Components, but we haven’t determined the winner yet. Only time (and data gathering) will tell.
Ruby is great but it doesn’t speak the browser’s language efficiently. It was not the right language for the job.
Learning a new spoken language has had an impact on how I write code. It has taught me that you don’t know what you don’t know until you have the language to express it. Understanding the strengths and limitations of any programming language is fundamental to making good design decisions. At the end of the day, you make the best choices with the information you have. But if you still feel like you’re unable to express your thoughts to the fullest with what you know, it might be time to learn a new language. |
2016 |
Annie-Claude Côté |
annieclaudecote |
2016-12-10T00:00:00+00:00 |
https://24ways.org/2016/watch-your-language/ |
code |
| 293 |
A Favor for Your Future Self |
We tend to think about the future when we build things. What might we want to be able to add later? How can we refactor this down the road? Will this be easy to maintain in six months, a year, two years? As best we can, we try to think about the what-ifs, and build our websites, systems, and applications with this lens.
We comment our code to explain what we knew at the time and how that impacted how we built something. We add to-dos to the things we want to change. These are all great things! Whether or not we come back to those to-dos, refactor that one thing, or add new features, we put in a bit of effort up front just in case to give us a bit of safety later.
I want to talk about a situation that Past Alicia and Team couldn’t even foresee or plan for. Recently, the startup I was a part of had to remove large sections of our website. Not just content, but entire pages and functionality. It wasn’t a very pleasant experience, not only for the reason why we had to remove so much of what we had built, but also because it’s the ultimate “I really hope this doesn’t break something else” situation. It was a stressful and tedious effort of triple checking that the things we were removing weren’t dependencies elsewhere. To be honest, we wouldn’t have been able to do this with any amount of success or confidence without our test suite.
Writing tests for code is one of those things that developers really, really don’t want to do. It’s one of the easiest things to cut in the development process, and there’s often a struggle to have developers start writing tests in the first place. One of the best lessons the web has taught us is that we can’t, in good faith, trust the happy path. We must make sure ourselves, and our users, aren’t in a tough spot later on because we only thought of the best case scenarios.
JavaScript
Regardless of your opinion on whether or not everything needs to be built primarily with JavaScript, if you’re choosing to build a JavaScript heavy app, you absolutely should be writing some combination of unit and integration tests.
Unit tests are for testing extremely isolated and small pieces of code, which we refer to as the units themselves. Great for reused functions and small, scoped areas, this is the closest you examine your code with the testing microscope. For example, if we were to build a calculator, the most minute piece we could test could be the basic operations.
/*
* This example uses a test framework called Jasmine
*/
describe("Calculator Operations", function () {
it("Should add two numbers", function () {
// Say we have a calculator
Calculator.init();
// We can run the function that does our addition calculation...
var result = Calculator.addNumbers(7,3);
// ...and ensure we're getting the right output
expect(result).toBe(10);
});
});
Even though these teeny bits work in isolation, we should ensure that connecting the large pieces work, as well. This is where integration tests excel. These tests ensure that two or more different areas of code, that may not directly know about each other, still behave in expected ways. Let’s build upon our calculator - we may want the operations to be saved in memory after a calculation runs. This isn’t as suited for a unit test because there are a few other moving pieces involved in the process (the calculations, checking if the result was an error, etc.).
it(“Should remember the last calculation”, function () {
// Run an operation
Calculator.addNumbers(7,10);
// Expect something else to have happened as a result
expect(Calculator.updateCurrentValue).toHaveBeenCalled();
expect(Calculator.currentValue).toBe(17);
});
Unit and integration tests provide assurance that your hand-rolled JavaScript should, for the most part, never fail in a grand fashion. Although it still might happen, you could be able to catch problems way sooner than without a test suite, and hopefully never push those failures to your production environment.
Interfaces
Regardless of how you’re building something, it most definitely has some kind of interface. Whether you’re using a very barebones structure, or you’re leveraging a whole design system, these things can be tested as well.
Acceptance testing helps us ensure that users can get from point A to point B within our web things, which can provide assurance that major features are always functioning properly. By simulating user input and data entry, we can go through whole user workflows to test for both success and failure scenarios. These are not necessarily for simulating edge-case scenarios, but rather ensuring that our core offerings are stable.
For example, if your site requires signup, you want to make sure the workflow is behaving as expected - allowing valid information to go through signup, while invalid information does not let you progress.
/*
* This example uses Jasmine along with an add-on called jasmine-integration
*/
describe("Acceptance tests", function () {
// Go to our signup page
var page = visit("/signup");
// Fill our signup form with invalid information
page.fill_in("input[name='email']", "Not An Email");
page.fill_in("input[name='name']", "Alicia");
page.click("button[type=submit]");
// Check that we get an expected error message
it("Shouldn't allow signup with invalid information", function () {
expect(page.find("#signupError").hasClass("hidden")).toBeFalsy();
});
// Now, fill our signup form with valid information
page.fill_in("input[name='email']", "thisismyemail@gmail.com");
page.fill_in("input[name='name']", "Gerry");
page.click("button[type=submit]");
// Check that we get an expected success message and the error message is hidden
it("Should allow signup with valid information", function () {
expect(page.find("#signupError").hasClass("hidden")).toBeTruthy();
expect(page.find("#thankYouMessage").hasClass("hidden")).toBeFalsy();
});
});
In terms of visual design, we’re now able to take snapshots of what our interfaces look like before and after any code changes to see what has changed. We call this visual regression testing. Rather than being a pass or fail test like our other examples thus far, this is more of an awareness test, intended to inform developers of all the visual differences that have occurred, intentional or not. Developers may accidentally introduce a styling change or fix that has unintended side effects on other areas of a website - visual regression testing helps us catch these sooner rather than later. These do require a bit more consistent grooming than other tests, but can be valuable in major CSS refactors or if your CSS is generally a bit like Jenga.
Tools like PhantomCSS will take screenshots of your pages, and do a visual comparison to check what has changed between two sets of images. The code would look something like this:
/*
* This example uses PhantomCSS
*/
casper.start("/home").then(function(){
// Initial state of form
phantomcss.screenshot("#signUpForm", "sign up form");
// Hit the sign up button (should trigger error)
casper.click("button#signUp");
// Take a screenshot of the UI component
phantomcss.screenshot("#signUpForm", "sign up form error");
// Fill in form by name attributes & submit
casper.fill("#signUpForm", {
name: "Alicia Sedlock",
email: "alicia@example.com"
}, true);
// Take a second screenshot of success state
phantomcss.screenshot("#signUpForm", "sign up form success");
});
You run this code before starting any development, to create your baseline set of screen captures. After you’ve completed a batch of work, you run PhantomCSS again. This will create a second batch of screenshots, which are then put through an image comparison tool to display any differences that occurred. Say you changed your margins on our form elements – your image diff would look something like this:
This is a great tool for ensuring not just your site retains its expected styling, but it’s also great for ensuring nothing accidentally changes in the living style guide or modular components you may have developed. It’s hard to keep eagle eyes on every visual aspect of your site or app, so visual regression testing helps to keep these things monitored.
Conclusion
The shape and size of what you’re testing for your site or app will vary. You may not need lots of unit or integration tests if you don’t write a lot of JavaScript. You may not need visual regression testing for a one page site. It’s important to assess your codebase to see which tests would provide the most benefit for you and your team.
Writing tests isn’t a joy for most developers, myself included. But I end up thanking Past Alicia a lot when there are tests, because otherwise I would have introduced a lot of issues into codebases. Shipping code that’s broken breaks trust with our users, and it’s our responsibility as developers to make sure that trust isn’t broken. Testing shouldn’t be considered a “nice to have” - it should be an integral piece of our workflow and our day-to-day job. |
2016 |
Alicia Sedlock |
aliciasedlock |
2016-12-03T00:00:00+00:00 |
https://24ways.org/2016/a-favor-for-your-future-self/ |
code |
| 294 |
New Tricks for an Old Dog |
Much of my year has been spent helping new team members find their way around the expansive and complex codebase that is the TweetDeck front-end, trying to build a happy and productive group of people around a substantial codebase with many layers of legacy.
I’ve loved doing this. Everything from writing new documentation, drawing diagrams, and holding technical architecture sessions teaches you something you didn’t know or exposes an area of uncertainty that you can go work on.
In this article, I hope to share some experiences and techniques that will prove useful in your own situation and that you can impress your friends in some new and exciting ways!
How do you do, fellow kids?
To start with I’d like to introduce you to our JavaScript framework, Flight. Right now it’s used by twitter.com and TweetDeck although, as a company, Twitter is largely moving to React.
Over time, as we used Flight for more complex interfaces, we found it wasn’t scaling with us.
Composing components into trees was fiddly and often only applied for a specific parent-child pairing. It seems like an obvious feature with hindsight, but it didn’t come built-in to Flight, and it made reusing components a real challenge.
There was no standard way to manage the state of a component; they all did it slightly differently, and the technique often varied by who was writing the code. This cost us in maintainability as you just couldn’t predict how a component would be built until you opened it.
Making matters worse, Flight relied on events to move data around the application. Unfortunately, events aren’t good for giving structure to complex logic. They jump around in a way that’s hard to understand and debug, and force you to search your code for a specific string — the event name‚ to figure out what’s going on.
To find fixes for these problems, we looked around at other frameworks. We like React for it’s simple, predictable state management and reactive re-render flow, and Elm for bringing strict functional programming to everyone.
But when you have lots of existing code, rewriting or switching framework is a painful and expensive option. You have to understand how it will interact with your existing code, how you’ll test it alongside existing code, and how it will affect the size and performance of the application. This all takes time and effort!
Instead of planning a rewrite, we looked for the ideas hidden within other frameworks that we could reapply in our own situation or bring to the tools we already were using.
Boiled down, what we liked seemed quite simple:
Component nesting & composition
Easy, predictable state management
Normal functions for data manipulation
Making these ideas applicable to Flight took some time, but we’re in a much better place now. Through persistent trial-and-error, we have well documented, testable and standard techniques for creating complex component hierarchies, updating and reacting to state changes, and passing data around the app.
While the specifics of our situation and Flight aren’t really important, this experience taught me something:
Distill good tech into great ideas. You can apply great ideas anywhere.
You don’t have to use cool kids’ latest framework, hottest build tool or fashionable language to benefit from them. If you can identify a nugget of gold at the heart of it all, why not use it to improve what you have already?
Times, they are a changin’
Apart from stealing ideas from the new and shiny, how can we keep make the most of improved tooling and techniques? Times change and so should the way we write code.
Going back in time a bit, TweetDeck used some slightly outmoded tools for building and bundling. Without a transpiler like Babel we were missing out new language features, and without a more advanced build tools like Webpack, every module’s source was encased in AMD boilerplate.
In fact, we found ourselves with a mix of both AMD syntaxes:
define(["lodash"], function (_) {
// . . .
});
define(function (require) {
var _ = require("lodash");
// . . .
});
This just wouldn’t do. And besides, what we really wanted was CommonJS, or even ES2015 module syntax:
import _ from "lodash";
These days we’re using Babel, Webpack, ES2015 modules and many new language features that make development just… better. But how did we get there?
To explain, I want to introduce you to codemods and jscodeshift.
A codemod is a large-scale refactor of a whole codebase, often mechanical or repetitive. Think of renaming a module or changing an API like URL("...") to new URL("...").
jscodeshift is a toolkit for running automated codemods, where you express a code transformation using code. The automated codemod operates on each file’s syntax tree – a data-structure representation of the code — finding and modifying in place as it goes.
Here’s an example that renames all instances of the variable foo to bar:
module.exports = function (fileInfo, api) {
return api
.jscodeshift(fileInfo.source)
.findVariableDeclarators('foo')
.renameTo('bar')
.toSource();
};
It’s a seriously powerful tool, and we’ve used it to write a series of codemods that:
rename modules,
unify our use of AMD to a single syntax,
transition from one testing framework to another, and
switch from AMD to CommonJS.
These changes can be pretty huge and far-reaching. Here’s an example commit from when we switched to CommonJS:
commit 8f75de8fd4c702115c7bf58febba1afa96ae52fc
Date: Tue Jul 12 2016
Run AMD -> CommonJS codemod
418 files changed, 47550 insertions(+), 48468 deletions(-)
Yep, that’s just under 50k lines changed, tested, merged and deployed without any trouble. AMD be gone!
From this step-by-step approach, using codemods to incrementally tweak and improve, we extracted a little codemod recipe for making significant, multi-stage changes:
Find all the existing patterns
Choose the two most similar
Unify with a codemod
Repeat.
For example:
For module loading, we had 2 competing AMD patterns plus some use of CommonJS
The two AMD syntaxes were the most similar
We used a codemod to move to unify the AMD patterns
Later we returned to AMD to convert it to CommonJS
It’s worked for us, and if you’d like to know more about codemods then check out Evolving Complex Systems Incrementally by Facebook engineer, Christoph Pojer.
Welcome aboard!
As TweetDeck has gotten older and larger, the amount of things a new engineer has to learn about has exploded. The myriad of microservices that manage our data and their layers of authentication, security and business logic around them make for an overwhelming amount of information to hand to a newbie.
Inspired by Amy’s amazing Guide to the Care and Feeding of Junior Devs, we realised it was important to take time to design our onboarding that each of our new hires go through to make the most of their first few weeks.
Joining a new company, team, or both, is stressful and uncomfortable. Everything you can do to help a new hire will be valuable to them. So please, take time to design your onboarding!
And as you build up an onboarding process, you’ll create things that are useful for more than just new hires; it’ll force you to write documentation, for example, in a way that’s understandable for people who are unfamiliar with your team, product and codebase. This can lead to more outside contributions: potential contributors feel more comfortable getting set up on your product without asking for help.
This is something that’s taken for granted in open source, but somehow I think we forget about it in big companies.
After all, better documentation is just a good thing. You will forget things from time to time, and you’d be surprised how often the “beginner” docs help!
For TweetDeck, we put together system and architecture diagrams, and one-pager explanations of important concepts:
What are our dependencies?
Where are the potential points of failure?
Where does authentication live? Storage? Caching?
Who owns “X”?
Of course, learning continues long after onboarding. The landscape is constantly shifting; old services are deprecated, new APIs appear and what once true can suddenly be very wrong. Keeping up with this is a serious challenge, and more than any one person can track.
To address this, we’ve thought hard about our knowledge sharing practices across the whole team. For example, we completely changed the way we do code review.
In my opinion, code review is the single most effective practice you can introduce to share knowledge around, and build the quality and consistency of your team’s work. But, if you’re not doing it, here’s my suggestion for getting started:
Every pull request gets a +1 from someone else.
That’s all — it’s very light-weight and easy. Just ask someone to have a quick look over your code before it goes into master.
At Twitter, every commit gets a code review. We do a lot of reviewing, so small efficiency and effectiveness improvements make a big difference. Over time we learned some things:
Don’t review for more than hour 1
Keep reviews smaller than ~400 lines 2
Code review your own code first 2
After an hour, and above roughly 400 lines, your ability to detect issues in a code review starts to decrease. So review little and often. The gaps around lunch, standup and before you head home are ideal. And remember, if someone’s put code up for a review, that review is blocking them doing other work. It’s your job to unblock them.
On TweetDeck, we actually try to keep reviews under 250 lines. It doesn’t sound like much, but this constraint applies pressure to make smaller, incremental changes. This makes breakages easier to detect and roll back, and leads to a very natural feature development process that encourages learning and iteration.
But the most important thing I’ve learned personally is that reviewing my own code is the best way to spot issues. I try to approach my own reviews the way I approach my team’s: with fresh, critical eyes, after a break, using a dedicated code review tool.
It’s amazing what you can spot when you put a new in a new interface around code you’ve been staring at for hours!
And yes, this list features science. The data backs up these conclusions, and if you’d like to learn more about scientific approaches to software engineering then I recommend you buy Making Software: What Really Works, and Why We Believe It. It’s ace.
For more dedicated information sharing, we’ve introduced regular seminars for everyone who works on a specific area or technology. It works like this: a team-member shares or teaches something to everyone else, and next time it’s someone else’s turn. Giving everyone a chance to speak, and encouraging a wide range of topics, is starting to produce great results.
If you’d like to run a seminar, one thing you could try to get started: run a point at the thing you least understand in our architecture session — thanks to James for this idea. And guess what… your onboarding architecture diagrams will help (and benefit from) this!
More, please!
There’s a few ideas here to get you started, but there are even more in a talk I gave this year called Frontend Archaeology, including a look at optimising for confidence with front-end operations.
And finally, thanks to Amy for proof reading this and to Passy for feedback on the original talk.
Dunsmore et al. 2000. Object-Oriented Inspection in the Face of Delocalisation. Beverly, MA: SmartBear Software. ↩
Cohen, Jason. 2006. Best Kept Secrets of Peer Code Review. Proceedings of the 22nd ICSE 2000: 467-476. ↩ ↩ |
2016 |
Tom Ashworth |
tomashworth |
2016-12-18T00:00:00+00:00 |
https://24ways.org/2016/new-tricks-for-an-old-dog/ |
code |
| 295 |
Internet of Stranger Things |
This year I’ve been running a workshop about using JavaScript and Node.js to work with all different kinds of electronics on the Raspberry Pi. So especially for 24 ways I’m going to show you how I made a very special Raspberry Pi based internet connected project! And nothing says Christmas quite like a set of fairy lights connected to another dimension1.
What you’ll see
You can rig up the fairy lights in your home, with the scrawly letters written under each one. The people from the other side (i.e. the internet) will be able to write messages to you from their browser in real time. In fact why not try it now; check this web page. When you click the lights in your browser, my lights (and yours) will turn on and off in real life! (There may be a queue if there are lots of people accessing it, hit the “Send a message” button and wait your turn.)
It’s all done with JavaScript, using Node.js running on both the Raspberry Pi and on the server. I’m using WebSockets to communicate in real time between the browser, server and Raspberry Pi.
What you’ll need
Raspberry Pi any of the following models: Zero (will need straight male header pins soldered2 and Micro USB OTG adaptor), A+, B+, 2, or 3
Micro SD card at least 4Gb Class 10 speed3
Micro USB power supply at least 2A
USB Wifi dongle (unless you have a Pi 3 - that has wifi built in).
Addressable fairy lights
Logic level shifter (with pins soldered unless you want to do it!)
Breadboard
Jumper wires (3x male to male and 4x female to male)
Optional but recommended
Base board to hold the Pi and Breadboard (often comes with a breadboard!)
Find links for where to buy all of these items that goes along with this tutorial. The total price should be around $1004.
Setting up the Raspberry Pi
You’ll need to install the SD card for the Raspberry Pi. You’ll find a link to download a disk image on the support document, ready-made with the Raspbian version of Linux, along with Node.js and all the files you need. Download it and write it to the SD card using the fantastic free software Etcher5.
Next up you have to configure the wifi details on the SD card. If you plug the card into your computer you should see a drive called BOOT. There’s a text file on there called wpa_supplicant.conf. Open it up in your favourite text editor and replace mywifi and mypassword with your wifi details6.
network={
ssid="mywifi"
psk="mypassword"
}
Save the file, eject the card from your computer and plug it into the Raspberry Pi.
If you have a base board or holder for the Raspberry Pi, attach it now. Then connect the wifi USB dongle7 and power supply, but don’t plug it in yet!
Wiring!
Time to wire everything up!
First of all, push the Logic Level Converter into the middle of the breadboard:
Logic Level Converter
The logic level converter may be labelled differently from the one in the diagram but the pins are usually exactly the same internally. I would just make sure the pins marked HV (High Voltage) are on the bottom and LV (Low Voltage) are on the top.
Raspberry Pi pins only output 3.3v but the lights need 5v. That’s why we need the logic level converter in there to boost up the signal.
Connect the first two wires between the Raspberry Pi pins and the breadboard:
Note that the pins on the Raspberry Pi are male, so you need a female to male jumper wire to connect between them and the breadboard. The colours don’t have to match but it’s easier to follow (and check) if you use the same ones as in the diagram.
Then the next two:
This is what you should have so far:
Lights
Now to connect the lights! My ones have a connector with three holes in it that I can push jumper wires into, and hopefully yours will too! So I used the male-to-male jumper wires to connect them to the breadboard.
Make sure that you connect the right end of the lights, mine has a male connector at the wrong end so it’s impossible to do this, but double check.
Also make sure that the holes in the light connector are the same as mine. To do this, follow the wires from the connector to the first light and look at the circuit board inside. You should just about be able to make out the connections labelled + (sometimes 5V, V+ or VCC), GND (or ‘-’ or G) and DI (sometimes DIN for data in).
You can just about make out the +, DI and GND on this picture. Note that on the other side of the board there is a DO for data out - that’s what takes the data along to the chip in the next light. Make sure that you’re plugging into the data-in and not the data-out!
That’s it! Everything’s plugged in and ready to go! But before you plug power into your Pi, double check all your wires and make sure they’re exactly right! You could damage your Raspberry Pi if it is not wired correctly. So triple check!
The Moment of Truth!
Plug in the Raspberry Pi and wait around a minute or two for it to boot up. If all is well, the lights should strobe rainbow colours for one second - that’s your confirmation that it’s connected to my WebSocket server and ready to receive messages from the upside-down!
However, if the first light in the string is pulsing red, it means that you’re not connected to the internet. So check the Troubleshooting section of the support document. If it’s pulsing green then you’re connected to the internet but can’t connect to my server. It must have gone down. Sorry! The code will keep trying so leave it running and maybe it’ll come back up.
Rig up the lights!
Fix the lights up on the wall however you want, pins, nails, tape. I’ve used cable clips. Just be careful! I’m using a 50 light string so I’ve programmed it to use the lights at the end for the letters. That way I have just under half the string to extend down to the floor where I can keep the Raspberry Pi.
Check the photo here to see how the lights line up, note that there are spare unused lights in-between each row:
Now visit lights.seb.ly and you’ll see this :
If you’re the only one online you’ll have direct connection to the lights and any letter you click on will light up both in the browser and in real life. If there are other people there, you’ll need to click the button to join the queue and wait your turn.
How it works - the geeky details!
Electronics:
The pins on the Raspberry Pi are known as GPIO pins, general-purpose input/output. You can connect a wide variety of electronic components to them, LED lights, buttons, switches, and sensors. You can turn the power to the pins on and off using Node.js (or Python, if you prefer).
Addressable LEDs or “Neopixels”
We’re only using one GPIO pin on the Raspberry Pi (the other connections are 5V, 3.3V and ground) and that single pin is controlling all of the lights in the string. The code turns the pin on and off really fast in strictly timed morse-code-like dots and dashes to transmit binary data. The chips attached to each LED decode the binary and adjust the output to the LED accordingly. That chip then sends the data on to the next light in the string.
The chips on each light are the WS2811, part of the WS281x family that come in a multitude of different form factors and are often packaged with tiny LEDs in a single component. They are commonly referred to as Neopixels8 and I used them on my Laser Light Synths project.
Neopixels with the chip and the LED all in one - it’s the white square shaped component and the darker square inside is the chip. These are only 5mm wide!
A Laser Light Synth! Covered with around 800 super bright neopixels!
Logic Level Converter
The logic level converter is a really cheap and easy way to change the level from 3.3v to 5v and back again. You must be careful that you do not connect 5v into a GPIO pin or you will most likely damage the Raspberry Pi processor chip.
Power
Neopixels can often draw a lot of current so you need to be careful how you power them. I’ve measured the current draw from the string to be less than 800mA so you should be fine wired directly to the 5V output. But if you use more lights or have them all on really bright at once, you’ll need to use a separate 5V power supply. If you want to learn more, check out Adafruit’s Neopixel Uberguide.
Node.js
There are two Node.js apps running here, one on the Raspberry Pi and one on my server. You can see the code on my GitHub at github.com/sebleedelisle/stranger-lights for the Raspberry Pi and github.com/sebleedelisle/stranger-lights-server for the server. And they’re hosted on npm as stranger-lights and stranger-lights-server.
The server side code sets up a standard web server to deliver the HTML for the web interface. It also sets up a WebSocket server that allows for real-time communication between the browser and the server. This server code also manages the queue and who is in control of the lights at any given time.
WebSockets
I’m using the excellent Socket.io library to manage the WebSocket connection. Both the browser and the Raspberry Pi Node.js app connects to my WebSocket server.
When you click on a letter in the browser, a message is sent to the server, which forwards it to the connected Raspberry Pi clients and also all the web browsers9.
The Raspberry Pi code
The Node.js app runs automatically on startup, and I made this happen by adding this to the /etc/rc.local file:
node /home/pi/strangerthings/client.js > /dev/null &
Anything in the rc.local file gets executed when the Pi boots up and this line of code runs the Node.js app and routes its output to nowhere (ie /dev/null). The & means that it runs it in the background and doesn’t hold up the boot process.
Working with the Raspberry Pi headless
You might know that when a computer has no screen or keyboard, you would refer to it as “running headless”. So just like most web servers, you need to configure it over the network with ssh10. If you’re on a mac you can find your Pi on the network through the name raspberrypi.local11, otherwise you’ll need to find its IP address. There’s more on the guide to Remote Access instructions on the Raspberry Pi website. And if you’re very new to the terminal, I highly recommend this great online Linux command line tutorial.
Improvements
This is quite an early experiment and I’m sure I’ll discover lots of optimisations over the next few weeks, especially if the server gets a proper hammering today! But there are a few things you can do. Obviously I’ve just rigged up my lights with Post-it notes. It’d be a lot nicer to get a paint brush and try to recreate the Winona-in-a-manic-state text style.
Where next?
Finding quality resources about Node.js for electronics on the Pi can be somewhat hit and miss, but this is getting better all the time. Alternatively I am thinking about running some online courses, please let me know if that’s something you’d be interested in, or sign up to my mailing list at st4i.com.
There are many many more resources for the Raspberry Pi with Python (gpiozero is a good place to start), so if that language works for you, you’ll be spoilt for choice!
Also take a look at Arduino - it’s an incredibly popular platform for electronics and the internet is literally bursting with resources.
I hope you enjoyed this little foray into the world of JavaScript electronics on the Raspberry Pi! If you get this working at home please let me know! Tweet me at @seb_ly.
Not a particularly original idea, but I don’t think I’ve seen anyone do it quite like this before, ie using WebSockets, and Node.js on a Raspberry Pi. Other examples: Internet of Stranger Things, Strangerlights.com, and loads of examples on Instructables ↩︎
Video guide to soldering pins on to a Pi Zero and further soldering advice from Adafruit ↩︎
Slower cards will work but performance may suffer ↩︎
Or £5,000 in UK money. Sorry, Brexit joke :) ↩︎
You will need a card reader on your computer - most micro SD cards come with an adaptor that fits standard SD slots. ↩︎
SSID and password should be all that you need but you can see all the config options on this wpa supplicant guide ↩︎
Raspberry Pi Zero will require the OTG to USB adaptor to attach the wifi dongle ↩︎
Thanks to Adafruit who invented the term neopixels so we don’t have to refer to them as WS281x any more! ↩︎
So you can see other people sending messages in the browser ↩︎
ssh is short for Secure Shell and is a way to connect to a remote computer and type in it just like you would in the terminal. ↩︎
You can change this default hostname using raspi-config ↩︎ |
2016 |
Seb Lee-Delisle |
sebleedelisle |
2016-12-01T00:00:00+00:00 |
https://24ways.org/2016/internet-of-stranger-things/ |
code |
| 296 |
Animation in Design Systems |
Our modern front-end workflow has matured over time to include design systems and component libraries that help us stay organized, improve workflows, and simplify maintenance. These systems, when executed well, ensure proper documentation of the code available and enable our systems to scale with reduced communication conflicts.
But while most of these systems take a critical stance on fonts, colors, and general building blocks, their treatment of animation remains disorganized and ad-hoc. Let’s leverage existing structures and workflows to reduce friction when it comes to animation and create cohesive and performant user experiences.
Understand the importance of animation
Part of the reason we treat animation like a second-class citizen is that we don’t really consider its power. When users are scanning a website (or any environment or photo), they are attempting to build a spatial map of their surroundings. During this process, nothing quite commands attention like something in motion.
We are biologically trained to notice motion: evolutionarily speaking, our survival depends on it. For this reason, animation when done well can guide your users. It can aid and reinforce these maps, and give us a sense that we understand the UX more deeply. We retrieve information and put it back where it came from instead of something popping in and out of place.
“Where did that menu go? Oh it’s in there.”
For a deeper dive into how animation can connect disparate states, I wrote about the Importance of Context-Shifting in UX Patterns for CSS-Tricks.
An animation flow on mobile.
Animation also aids in perceived performance. Viget conducted a study where they measured user engagement with a standard loading GIF versus a custom animation. Customers were willing to wait almost twice as long for the custom loader, even though it wasn’t anything very fancy or crazy. Just by showing their users that they cared about them, they stuck around, and the bounce rates dropped.
14 second generic loading screen.22 second custom loading screen.
This also works for form submission. Giving your personal information over to an online process like a static form can be a bit harrowing. It becomes more harrowing without animation used as a signal that something is happening, and that some process is completing. That same animation can also entertain users and make them feel as though the wait isn’t as long.
Eli Fitch gave a talk at CSS Dev Conf called: “Perceived Performance: The Only Kind That Really Matters”, which is one of my favorite talk titles of all time. In it, he discussed how we tend to measure things like timelines and network requests because they are more quantifiable–and therefore easier to measure–but that measuring how a user feels when visiting the site is more important and worth the time and attention.
In his talk, he states “Humans over-estimate passive waits by 36%, per Richard Larson of MIT”. This means that if you’re not using animation to speed up how fast the wait time of a form submission loads, users are perceiving it to be much slower than the dev tools timeline is recording.
Reign it in
Unlike fonts, colors, and so on, we tend to add animation in as a last step, which leads to disorganized implementations that lack overall cohesion. If you asked a designer or developer if they would create a mockup or build a UI without knowing the fonts they were working with, they would dislike the idea. Not knowing the building blocks they’re working with means that the design can fall apart or the development can break with something so fundamental left out at the start. Good animation works the same way.
The first step in reigning in your use of animation is to perform an animation audit. Look at all the places you are using animation on your site, or the places you aren’t using animation but probably should. (Hint: perceived performance of a loader on a form submission can dramatically change your bounce rates.)
Not sure how to perform a good audit? Val Head has a great chapter on it in her book, Designing Interface Animations, which has of buckets of research and great ideas.
Even some beautiful component libraries that have animation in the docs make this mistake. You don’t need every kind of animation, just like you don’t need every kind of font. This bloats our code. Ask yourself questions like: do you really need a flip 180 degree animation? I can’t even conceive of a place on a typical UI where that would be useful, yet most component libraries that I’ve seen have a mixin that does just this.
Which leads to…
Have an opinion
Many people are confused about Material Design. They think that Material Design is Motion Design, mostly because they’ve never seen anyone take a stance on animation before and document these opinions well. But every time you use Material Design as your motion design language, people look at your site and think GOOGLE. Now that’s good branding.
By using Google’s motion design language and not your own, you’re losing out on a chance to be memorable on your own website.
What does having an opinion on motion look like in practice? It could mean you’ve decided that you never flip things. It could mean that your eases are always going to glide. In that instance, you would put your efforts towards finding an ease that looks “gliding” and pulling out any transform: scaleX(-1) animation you find on your site. Across teams, everyone knows not to spend time mocking up flipping animation (even if they’re working on an entirely different codebase), and to instead work on something that feels like it glides. You save time and don’t have to communicate again and again to make things feel cohesive.
Create good developer resources
Sometimes people don’t incorporate animation into a design system because they aren’t sure how, beyond the base hover states. All animation properties can be broken into interchangeable pieces. This allows developers and designers alike to mix and match and iterate quickly, while still staying in the correct language. Here are some recommendations (with code and a demo to follow):
Create timing units, similar to h1, h2, h3. In a system I worked on recently, I called these t1, t2, t3. T1 would be reserved for longer pieces, down to t5 which is a bit like h5 in that it’s the default (usually around .25 seconds or thereabouts).
Keep animation easings for entrance, exit, entrance emphasis and exit emphasis that people can commonly refer to. This, and the animation-fill-mode, are likely to be the only two properties that can be reused for the entrance and exit of the animation.
Use the animation-name property to define the keyframes for the animation itself. I would recommend starting with 5 or 6 before making a slew of them, and see if you need more. Writing 30 different animations might seem like a nice resource, but just like your color palette having too many can unnecessarily bulk up your codebase, and keep it from feeling cohesive. Think critically about what you need here.
See the Pen Modularized Animation for Component Libraries by Sarah Drasner (@sdras) on CodePen.
The example above is pared-down, but you can see how in a robust system, having pieces that are interchangeable cached across the whole system would save time for iterations and prototyping, not to mention make it easy to make adjustments for different feeling movement on the same animation easily.
One low hanging fruit might be a loader that leads to a success dialog. On a big site, you might have that pattern many times, so writing up a component that does only that helps you move faster while also allowing you to really zoom in and focus on that pattern. You avoid throwing something together at the last minute, or using a GIF, which are really heavy and mushy on retina. You can make singular pieces that look really refined and are reusable.
React and Vue Implementations are great for reusable components, as you can create a building block with a common animation pattern, and once created, it can be a resource for all. Remember to take advantage of things like props to allow for timing and easing adjustments like we have in the previous example!
Responsive
At the very least we should ensure that interaction also works well on mobile, but if we’d like to create interactions that take advantage of all of the gestures mobile has to offer, we can use libraries like zingtouch or hammer to work with swipe or multiple finger detection. With a bit of work, these can all be created through native detection as well.
Responsive web pages can specify initial-scale=1.0 in the meta tag so that the device is not waiting the required 300ms on the secondary tap before calling action. Interaction for touch events must either start from a larger touch-target (40px × 40px or greater) or use @media(pointer:coarse) as support allows.
Buy-in
Sometimes people don’t create animation resources simply because it gets deprioritized. But design systems were also something we once had to fight for, too. This year at CSS Dev Conf, Rachel Nabors demonstrated how to plot out animation wants vs. needs on a graph (reproduced with her permission) to help prioritize them:
This helps people you’re working with figure out the relative necessity and workload of the addition of these animations and think more critically about it. You’re also more likely to get something through if you’re proving that what you’re making is needed and can be reused.
Good compromises can be made this way: “we’re not going to go all out and create an animated ‘About Us’ page like you wanted, but I suppose we can let our users know their contact email went through with a small progress and success notification.”
Successfully pushing smaller projects through helps build trust with your team, and lets them see what this type of collaboration can look like. This builds up the type of relationship necessary to push through projects that are more involved. It can’t be overstressed that good communication is key.
Get started!
With these tools and good communication, we can make our codebases more efficient, performant, and feel better for our users. We can enhance the user experience on our sites, and create great resources for our teams to allow them to move more quickly while innovating beautifully. |
2016 |
Sarah Drasner |
sarahdrasner |
2016-12-16T00:00:00+00:00 |
https://24ways.org/2016/animation-in-design-systems/ |
code |
| 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.
.embed-container { position: relative; padding-bottom: 56.25%; height: 0; overflow: hidden; max-width: 100%; } .embed-container iframe, .embed-container object, .embed-container embed { position: absolute; top: 0; left: 0; width: 100%; height: 100%; }
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 |
| 298 |
First Steps in VR |
The web is all around us. As web folk, it is our responsibility to consider the impact our work can have. Part of this includes thinking about the future; the web changes lives and if we are building the web then we are the ones making decisions that affect people in every corner of the world. I find myself often torn between wanting to make the right decisions, and just wanting to have fun. To fiddle and play. We all know how important it is to sometimes just try ideas, whether they will amount to much or not.
I think of these two mindsets as production and prototyping, though of course there are lots of overlap and phases in between. I mention this because virtual reality is currently seen as a toy for rich people, and in some ways at the moment it is. But with WebVR we are able to create interesting experiences with a relatively low entry point. I want us to have open minds, play around with things, and then see how we can use the tools we have at our disposal to make things that will help people.
Every year we see articles saying it will be the “year of virtual reality”, that was especially prevalent this year. 2016 has been a year of progress, VR isn’t quite mainstream but with efforts like Playstation VR and Google Cardboard, we are definitely seeing much more of it. This year also saw the consumer editions of the Oculus Rift and HTC Vive. So it does seem to be a good time for an overview of how to get involved with creating virtual reality on the web.
WebVR is an API for connecting to devices and retrieving continuous data such as the position and orientation. Unlike the Web Audio API and some other APIs, WebVR does not feel like a framework. You use it however you want, taking the data and using it as you wish. To make it easier, there are plenty of resources such as Three.js, A-Frame and ReactVR that help to make the heavy lifting a bit easier.
Getting Started with A-Frame
I like taking the opportunity to learn new things whenever I can. So while planning this article I thought that instead of trying to teach WebGL or even Three.js in a way that is approachable for all, I would create my first project using A-Frame and write about that. This is not a tutorial as such, I just want to show how to go about getting involved with VR. The beauty of A-Frame is that it is very similar to web components, you can just write HTML to build worlds that will automatically work on all the different types of devices. It uses WebGL and WebVR but in such a way that it quite drastically reduces the learning curve. That’s not to say you can’t build complex things, you have complete access to write JavaScript and shaders.
I’m lazy. Whenever I learn a new language or framework I have found that the best way, personally, for me to learn is to have a project and to copy the starting code from someone else. A project lets you have a good idea of what you want to produce and it means you can ignore a lot of the irrelevant documentation, focussing purely on what you need. That reduces the stress of figuring things out. Copying code also makes it easier, because you know your boilerplate code is working. There’s nothing worse than getting stuck before anything actually works the first time. So I tinker. I take code and I modify it, I play around. It’s fun.
For this project I wanted to keep things as simple as possible, so I can easily explain it without the classic “draw a circle then draw an owl”. I wrote a list of requirements, with some stretch goals that you can give a try yourself if you fancy:
Must work on Google Cardboard at a minimum, because of price
Therefore, it must not rely on having a controller
Auto-moving around a maze would be a good example
Move in direction you look
Stretch goal: Scoring, time until you hit a wall or get stuck in maze
Stretch goal: Levels, so the map doesn’t need to be random
Stretch goal: Snow!
I decided to base this project on an example, Platforms, by Don McCurdy who wrote the really useful aframe-extras. Platforms has random 3D blocks that you can jump onto, going up into the sky. So I took his code and reduced it so that the blocks are randomly spread on the ground.
<!DOCTYPE html>
<html>
<head>
<meta charset="utf-8">
<meta name="viewport" content="width=device-width">
<title>24 ways</title>
<script src="https://aframe.io/releases/0.3.2/aframe.js"></script>
<script src="//cdn.rawgit.com/donmccurdy/aframe-extras/v2.6.1/dist/aframe-extras.min.js"></script>
</head>
<body>
<a-scene>
<a-entity id="player"
camera
universal-controls
kinematic-body
position="0 1.8 0">
</a-entity>
<a-entity id="walls"></a-entity>
<a-grid id="ground" static-body></a-grid>
<a-sky id="sky" color="#AADDF0"></a-sky>
<!-- Lighting -->
<a-light type="ambient" color="#ccc"></a-light>
</a-scene>
<script>
document.querySelector('a-scene').addEventListener('render-target-loaded', function () {
var MAP_SIZE = 10,
PLATFORM_SIZE = 5,
NUM_PLATFORMS = 50;
var platformsEl = document.querySelector('#walls');
var v, box;
for (var i = 0; i < NUM_PLATFORMS; i++) {
// y: 0 is ground
v = {
x: (Math.floor(Math.random() * MAP_SIZE) - PLATFORM_SIZE) * PLATFORM_SIZE,
y: PLATFORM_SIZE / 2,
z: (Math.floor(Math.random() * MAP_SIZE) - PLATFORM_SIZE) * PLATFORM_SIZE
};
box = document.createElement('a-box');
platformsEl.appendChild(box);
box.setAttribute('color', '#39BB82');
box.setAttribute('width', PLATFORM_SIZE);
box.setAttribute('height', PLATFORM_SIZE);
box.setAttribute('depth', PLATFORM_SIZE);
box.setAttribute('position', v.x + ' ' + v.y + ' ' + v.z);
box.setAttribute('static-body', '');
}
console.info('Platforms loaded.');
});
</script>
</body>
</html>
As you can see, this is very readable. Especially if you ignore the JavaScript that is used to create the maze. A-Frame (with A-Frame Extras) gives you a lot of power with relatively little to learn. We start with an <a-scene> which is the container for everything that is going to show up on the screen. There are a few <a-entity> which can be compared to <div> as they are essentially non-semantic containers, able to be used for any purpose. The attributes are used to define functionality, for example the camera attribute sets the entity to function as a camera and kinematic-body makes it collide instead of go through objects. Attributes are also used to set position and sizes, often using JavaScript to dynamically define them.
Styling
Now we’ve got the HTML written, we need to style it. To do this we add A-Frame compatible attributes such as color and material. I recommend playing around, you can get some quite impressive effects fairly easily. Originally I wanted a light snowy maze but it ended up being dark and foggy, as I really liked the feeling it gave.
Note, you will probably need a server running for images to work. You can do this by running python -m "SimpleHTTPServer" in the folder where the code is, then go to localhost:8000 in browser.
Textures
Unless you are going for a cartoony style, you probably want to find some textures. I found some on textures.com, one image worked well for the walls and the other for the floor.
<a-assets>
<img id="texture-floor" src="floor.jpg">
<img id="texture-wall" src="wall.jpg">
</a-assets>
The <a-assets> is used to define (as well as preload and cache) all assets, including images, audio and video. As you can see, images in the Asset Management System just use normal img tags. The ids are important here as we can use them later for using the textures.
To apply a texture to an object, you create a material. For a simple material where it just shows the image, you set the src to the id selector of the image.
Replace:
<a-grid id="ground" static-body></a-grid>
With:
<a-grid id="ground" static-body material="src: #texture-floor"></a-grid>
This will automatically make the image repeat over the entire floor, in my case filling it with bricks. The walls are pretty much identical, with the slight exception that it is set in JavaScript as they are dynamically defined.
box.setAttribute('material', 'src: #texture-wall');
That’s it for the textures, for now at least. These will not look completely realistic, as the light will bump off the rectangular wall rather than texture itself. This can be improved by using maps, textures that are used to modify the shape and physical properties of the object.
Lighting
The next part of styling is lighting. By using fog and different types of lighting, we are able to add atmospheric details to the game to make it feel that bit more realistic and polished.
There are lots of types of light in A-Frame (most coming from Three.js). You can add a light either by using the <a-light> entity or by attaching a light attribute to any other entity. If there are no lights defined then A-Frame adds some by default so that the scene is always lit.
To start with I wanted to light up the scene with a general light, type="ambient", so that the whole game felt slightly dark. I chose to set the light to a reddish colour #92455E. After playing around with intensity I chose 0.4, it added enough light to get the feeling I wanted without it being overly red. I also added a blue skybox (<a-sky>), as it looked a bit odd with a white sky.
<a-light type="ambient" color="#92455E" intensity="0.4"></a-light>
<a-sky id="sky" color="#0000ff"></a-sky>
I felt that the maze looked good with a red tinge but it was a bit flat, everything was the same colour and it was a bit dark. So I added a light within the #player entity, this could have been as an attribute but I set it as a child a-light instead. By using type="point" with a high intensity and low distance, it showed close walls as being lighter. It also added a sort-of object to the player, it isn’t a walking human or anything but by moving light where the player is it feels a bit more physical.
<a-light color="#fff" distance="5" intensity="0.7" type="point"></a-light>
By this point it was starting to look decent, so I wanted to add the fog to really give some personality and depth to the maze. To do this I added the fog attribute to the <a-scene> with type=exponential so it looks thicker the further away it is and a mid intensity, so you feel a bit lost but can still see.
I was very happy with this result. It took a lot of playing around with colours and values, which is fun in itself. I highly recommend you take the code (or write your own) and play around with the numbers.
Movement
One of the reasons I decided to use aframe-extras is that it has a few different camera controls built in. As you saw earlier, I am using the universal-controls which gives WASD (keyboard) controls by default. I wanted to make it automatically move in the direction that you’re looking, but I wasn’t quite sure how without rewriting the controls. So I asked Don McCurdy for advice and he very nicely gave me a small snippet of code to get it working.
AFRAME.registerComponent('automove-controls', {
init: function () {
this.speed = 0.1;
this.isMoving = true;
this.velocityDelta = new THREE.Vector3();
},
isVelocityActive: function () {
return this.isMoving;
},
getVelocityDelta: function () {
this.velocityDelta.z = this.isMoving ? -speed : 0;
return this.velocityDelta.clone();
}
});
Replace:
universal-controls
With:
universal-controls="movementControls: automove, gamepad, keyboard"
This works by creating a component automove-controls that adds auto-move to the player without overriding movement completely. It doesn’t even touch direction, it just checks if isMoving is true then moves the player by the set speed. Components can be creating for adding all kinds of functionality with relative ease. It makes it very powerful for people of all difficulty levels.
Building a map
Currently the maze is created randomly, which is great but means there will often be walls that overlap or the player gets trapped with nowhere to go. So to solve this, I decided to use a map editor (Tiled) so that we can create the mazes ourselves. This is a great start towards one of the stretch goals, levels.
I made the maze in Tiled by finding a random tileset online (we don’t need to actually show the images), I used one tile for the wall and another for the player. Then I exported as a JavaScript file and modified it in my text editor to get rid of everything I didn’t need. I made it so 0 is the path, 1 is the wall and 2 is the player. I then added the script to the HTML, as a separate file so it’s easy to update in the future.
var map =
{
"data":[1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 0, 0, 0, 0, 0, 0, 1, 0, 1, 1, 0, 1, 1, 0, 1, 1, 1, 0, 1, 1, 0, 1, 0, 0, 0, 0, 0, 0, 1, 1, 0, 1, 0, 1, 0, 1, 0, 0, 1, 1, 0, 0, 0, 1, 0, 1, 1, 0, 1, 1, 0, 1, 0, 0, 0, 0, 1, 1, 1, 1, 0, 1, 1, 1, 1, 0, 0, 0, 1, 1, 0, 0, 1, 0, 0, 0, 1, 2, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1, 1],
"height":10,
"width":10
}
As you can see, this gives a simple 10x10 maze with some dead ends. The player starts in the bottom right corner (my choice, could be anywhere). I rewrote the random platforms code (from Don’s example) to instead loop over the map data and place walls where it is 1 and position the player where data is 2. I set the position so that the origin of the map would be 0,1.5,0. The y axis is in this case the height (ground being 0), but if a wall is positioned at 0 by its centre then some of it is underground. So the y needed to be the height divided by 2.
document.querySelector('a-scene').addEventListener('render-target-loaded', function () {
var WALL_SIZE = 5,
WALL_HEIGHT = 3;
var el = document.querySelector('#walls');
var wall;
for (var x = 0; x < map.height; x++) {
for (var y = 0; y < map.width; y++) {
var i = y*map.width + x;
var position = (x-map.width/2)*WALL_SIZE + ' ' + 1.5 + ' ' + (y-map.height/2)*WALL_SIZE;
if (map.data[i] === 1) {
// Create wall
wall = document.createElement('a-box');
el.appendChild(wall);
wall.setAttribute('color', '#fff');
wall.setAttribute('material', 'src: #texture-wall;');
wall.setAttribute('width', WALL_SIZE);
wall.setAttribute('height', WALL_HEIGHT);
wall.setAttribute('depth', WALL_SIZE);
wall.setAttribute('position', position);
wall.setAttribute('static-body', ');
}
if (map.data[i] === 2) {
// Set player position
document.querySelector('#player').setAttribute('position', position);
}
}
}
console.info('Walls added.');
});
With this added, it makes it nice and easy to change around the map as well as to add new features. Perhaps you want monsters or objects. Just set the number in the map data and add an if statement to the loop. In the future you could add layers, so multiple things can be in the same position. Or perhaps even make the maze go up the y axis too, with ramps or staircases. There’s a lot you can do with relative ease. As you can see, A-Frame really does reduce the learning curve of 3D and VR on the web.
It’s Not All Fun And Games
A lot of examples of virtual reality are games, including this one. So it is understandable to think that VR is for gaming, but actually that’s just a tiny subset. There are all sorts of applications for VR, including story telling, data visualisation and even meditation.
There have been a number of cases where it has been shown virtual reality can help as a tool for therapies:
Oxford study finds virtual reality can help treat severe paranoia
Virtual Reality Therapy for Phobias at the Duke Faculty Practice
Bravemind: Virtual Reality Exposure Therapy at the University of Southern California
These are just a few examples of where virtual reality is being used around the world to help people feel better and get through some very tough times. There have also been examples of it being used for simulating war zones or medical situations, both as a teaching and journalism tool.
Wrapping Up
Ten years ago, on this very site, Cameron Moll wrote an article explaining the mobile web. He explained how mobile phones with data plans were becoming increasingly common, that WAP 2.0 included the XHTML Mobile Profile meaning it would be familiar with web folk. “The mobile web is rapidly becoming an XHTML environment, and thus you and I can apply our existing “desktop web” skills to understand how to develop content for it.”
We can look at that and laugh a little, we have come a very long way in the last decade. Even people in developing countries with very little money have mobile phones with access to a web that is far more capable than the “desktop web” Cameron was referring to.
So while I am not saying virtual reality is going to change the world or replace our phones, who knows! We can use our skills as web folk to dabble, we don’t need to learn any new languages. If on the 2026 edition of 24 ways, somebody references this article and looks at how far we have come… well, let’s hope we have used our skills well and made the world just that little bit better. And if VR is a fad? Well it’s fun… have a go anyway. |
2016 |
Shane Hudson |
shanehudson |
2016-12-11T00:00:00+00:00 |
https://24ways.org/2016/first-steps-in-vr/ |
code |
| 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 |
| 300 |
Taking Device Orientation for a Spin |
When The Police sang “Don’t Stand So Close To Me” they weren’t talking about using a smartphone to view a panoramic image on Facebook, but they could have been. For years, technology has driven relentlessly towards devices we can carry around in our pockets, and now that we’re there, we’re expected to take the thing out of our pocket and wave it around in front of our faces like a psychotic donkey in search of its own dangly carrot.
But if you can’t beat them, join them.
A brave new world
A couple of years back all sorts of specs for new HTML5 APIs sprang up much to our collective glee. Emboldened, we ran a few tests and found they basically didn’t work in anything and went off disheartened into the corner for a bit of a sob.
Turns out, while we were all busy boohooing, those browser boffins have actually being doing some work, and lo and behold, some of these APIs are even half usable. Mostly literally half usable—we’re still talking about browsers, after all.
Now, of course they’re all a bit JavaScripty and are going to involve complex methods and maths and science and probably about a thousand dependancies from Github that will fall out of fashion while we’re still trying to locate the documentation, right? Well, no!
So what if we actually wanted to use one of these APIs, say to impress our friends with our ability to make them wave their phones in front of their faces (because no one enjoys looking hapless more than the easily-technologically-impressed), how could we do something like that? Let’s find out.
The Device Orientation API
The phone-wavy API is more formally known as the DeviceOrientation Event Specification. It does a bunch of stuff that basically doesn’t work, but also gives us three values that represent orientation of a device (a phone, a tablet, probably not a desktop computer) around its x, y and z axes. You might think of it as pitch, roll and yaw if you like to spend your weekends wearing goggles and a leather hat.
The main way we access these values is through an event listener, which can inform our code every time the value changes. Which is constantly, because you try and hold a phone still and then try and hold the Earth still too.
The API calls those pitch, roll and yaw values alpha, beta and gamma. Chocks away:
window.addEventListener('deviceorientation', function(e) {
console.log(e.alpha);
console.log(e.beta);
console.log(e.gamma);
});
If you look at this test page on your phone, you should be able to see the numbers change as you twirl the thing around your body like the dance partner you never had. Wrist strap recommended.
One important note
Like may of these newfangled APIs, Device Orientation is only available over HTTPS. We’re not allowed to have too much fun without protection, so make sure that you’re working on a secure line. I’ve found a quick and easy way to share my local dev environment over TLS with my devices is to use an ngrok tunnel.
ngrok http -host-header=rewrite mylocaldevsite.dev:80
ngrok will then set up a tunnel to your dev site with both HTTP and HTTPS URL options. You, of course, want the HTTPS option.
Right, where were we?
Make something to look at
It’s all well and good having a bunch of numbers, but they’re no use unless we do something with them. Something creative. Something to inspire the generations. Or we could just build that Facebook panoramic image viewer thing (because most of us are familiar with it and we’re not trying to be too clever here). Yeah, let’s just build one of those.
Our basic framework is going to be similar to that used for an image carousel. We have a container, constrained in size, and CSS overflow property set to hidden. Into this we place our wide content and use positioning to move the content back and forth behind the ‘window’ so that the part we want to show is visible.
Here it is mocked up with a slider to set the position. When you release the slider, the position updates. (This actually tests best on desktop with your window slightly narrowed.)
The details of the slider aren’t important (we’re about to replace it with phone-wavy goodness) but the crucial part is that moving the slider results in a function call to position the image. This takes a percentage value (0-100) with 0 being far left and 100 being far right (or ‘alt-nazi’ or whatever).
var position_image = function(percent) {
var pos = (img_W / 100)*percent;
img.style.transform = 'translate(-'+pos+'px)';
};
All this does is figure out what that percentage means in terms of the image width, and set the transform: translate(…); CSS property to move the image. (We use translate because it might be a bit faster to animate than left/right positioning.)
Ok. We can now read the orientation values from our device, and we can programatically position the image. What we need to do is figure out how to convert those raw orientation values into a nice tidy percentage to pass to our function and we’re done. (We’re so not done.)
The maths bit
If we go back to our raw values test page and make-believe that we have a fascinating panoramic image of some far-off beach or historic monument to look at, you’ll note that the main value that is changing as we swing back and forth is the ‘alpha’ value. That’s the one we want to track.
As our goal here is hey, these APIs are interesting and fun and not let’s build the world’s best panoramic image viewer, we’ll start by making a few assumptions and simplifications:
When the image loads, we’ll centre the image and take the current nose-forward orientation reading as the middle.
Moving left, we’ll track to the left of the image (lower percentage).
Moving right, we’ll track to the right (higher percentage).
If the user spins round, does cartwheels or loads the page then hops on a plane and switches earthly hemispheres, they’re on their own.
Nose-forward
When the page loads, the initial value of alpha gives us our nose-forward position. In Safari on iOS, this is normalised to always be 0, whereas most everywhere else it tends to be bound to pointy-uppy north. That doesn’t really matter to us, as we don’t know which direction the user might be facing in anyway — we just need to record that initial state and then use it to compare any new readings.
var initial_position = null;
window.addEventListener('deviceorientation', function(e) {
if (initial_position === null) {
initial_position = Math.floor(e.alpha);
};
var current_position = initial_position - Math.floor(e.alpha);
});
(I’m rounding down the values with Math.floor() to make debugging easier - we’ll take out the rounding later.)
We get our initial position if it’s not yet been set, and then calculate the current position as a difference between the new value and the stored one.
These values are weird
One thing you need to know about these values, is that they range from 0 to 360 but then you also get weird left-of-zero values like -2 and whatever. And they wrap past 360 back to zero as you’d expect if you do a forward roll.
What I’m interested in is working out my rotation. If 0 is my nose-forward position, I want a positive value as I turn right, and a negative value as I turn left. That puts the awkward 360-tipping point right behind the user where they can’t see it.
var rotation = current_position;
if (current_position > 180) rotation = current_position-360;
Which way up?
Since we’re talking about orientation, we need to remember that the values are going to be different if the device is held in portrait on landscape mode. See for yourself - wiggle it like a steering wheel and you get different values. That’s easy to account for when you know which way up the device is, but in true browser style, the API for that bit isn’t well supported. The best I can come up with is:
var screen_portrait = false;
if (window.innerWidth < window.innerHeight) {
screen_portrait = true;
}
It works. Then we can use screen_portrait to branch our code:
if (screen_portrait) {
if (current_position > 180) rotation = current_position-360;
} else {
if (current_position < -180) rotation = 360+current_position;
}
Here’s the code in action so you can see the values for yourself. If you change screen orientation you’ll need to refresh the page (it’s a demo!).
Limiting rotation
Now, while the youth of today are rarely seen without a phone in their hands, it would still be unreasonable to ask them to spin through 360° to view a photo. Instead, we need to limit the range of movement to something like 60°-from-nose in either direction and normalise our values to pan the entire image across that 120° range. -60 would be full-left (0%) and 60 would be full-right (100%).
If we set max_rotation = 60, that code ends up looking like this:
if (rotation > max_rotation) rotation = max_rotation;
if (rotation < (0-max_rotation)) rotation = 0-max_rotation;
var percent = Math.floor(((rotation + max_rotation)/(max_rotation*2))*100);
We should now be able to get a rotation from -60° to +60° expressed as a percentage. Try it for yourself.
The big reveal
All that’s left to do is pass that percentage to our image positioning function and would you believe it, it might actually work.
position_image(percent);
You can see the final result and take it for a spin. Literally.
So what have we made here? Have we built some highly technical panoramic image viewer to aid surgeons during life-saving operations using only JavaScript and some slightly questionable mathematics? No, my friends, we have not. Far from it.
What we have made is progress. We’ve taken a relatively newly available hardware API and a bit of simple JavaScript and paired it with existing CSS knowledge and made something that we didn’t have this morning. Something we probably didn’t even want this morning. Something that if you take a couple of steps back and squint a bit might be a prototype for something vaguely interesting. But more importantly, we’ve learned that our browsers are just a little bit more capable than we thought.
The web platform is maturing rapidly. There are new, relatively unexplored APIs for doing all sorts of crazy thing that are often dismissed as the preserve of native apps. Like some sort of app marmalade. Poppycock.
The web is an amazing, exciting place to create things. All it takes is some base knowledge of the fundamentals, a creative mind and a willingness to learn. We have those! So let’s create things. |
2016 |
Drew McLellan |
drewmclellan |
2016-12-24T00:00:00+00:00 |
https://24ways.org/2016/taking-device-orientation-for-a-spin/ |
code |
| 301 |
Stretching Time |
Time is valuable. It’s a precious commodity that, if we’re not too careful, can slip effortlessly through our fingers. When we think about the resources at our disposal we’re often guilty of forgetting the most valuable resource we have to hand: time.
We are all given an allocation of time from the time bank. 86,400 seconds a day to be precise, not a second more, not a second less.
It doesn’t matter if we’re rich or we’re poor, no one can buy more time (and no one can save it). We are all, in this regard, equals. We all have the same opportunity to spend our time and use it to maximum effect. As such, we need to use our time wisely.
I believe we can ‘stretch’ time, ensuring we make the most of every second and maximising the opportunities that time affords us.
Through a combination of ‘Structured Procrastination’ and ‘Focused Finishing’ we can open our eyes to all of the opportunities in the world around us, whilst ensuring that we deliver our best work precisely when it’s required. A win win, I’m sure you’ll agree.
Structured Procrastination
I’m a terrible procrastinator. I used to think that was a curse – “Why didn’t I just get started earlier?” – over time, however, I’ve started to see procrastination as a valuable tool if it is used in a structured manner.
Don Norman refers to procrastination as ‘late binding’ (a term I’ve happily hijacked). As he argues, in Why Procrastination Is Good, late binding (delay, or procrastination) offers many benefits:
Delaying decisions until the time for action is beneficial… it provides the maximum amount of time to think, plan, and determine alternatives.
We live in a world that is constantly changing and evolving, as such the best time to execute is often ‘just in time’. By delaying decisions until the last possible moment we can arrive at solutions that address the current reality more effectively, resulting in better outcomes.
Procrastination isn’t just useful from a project management perspective, however. It can also be useful for allowing your mind the space to wander, make new discoveries and find creative connections. By embracing structured procrastination we can ‘prime the brain’.
As James Webb Young argues, in A Technique for Producing Ideas, all ideas are made of other ideas and the more we fill our minds with other stimuli, the greater the number of creative opportunities we can uncover and bring to life.
By late binding, and availing of a lack of time pressure, you allow the mind space to breathe, enabling you to uncover elements that are important to the problem you’re working on and, perhaps, discover other elements that will serve you well in future tasks.
When setting forth upon the process of writing this article I consciously set aside time to explore. I allowed myself the opportunity to read, taking in new material, safe in the knowledge that what I discovered – if not useful for this article – would serve me well in the future.
Ron Burgundy summarises this neatly:
Procrastinator? No. I just wait until the last second to do my work because I will be older, therefore wiser.
An ‘older, therefore wiser’ mind is a good thing. We’re incredibly fortunate to live in a world where we have a wealth of information at our fingertips. Don’t waste the opportunity to learn, rather embrace that opportunity. Make the most of every second to fill your mind with new material, the rewards will be ample.
Deadlines are deadlines, however, and deadlines offer us the opportunity to focus our minds, bringing together the pieces of the puzzle we found during our structured procrastination.
Like everyone I’ll hear a tiny, but insistent voice in my head that starts to rise when the deadline is approaching. The older you get, the closer to the deadline that voice starts to chirp up.
At this point we need to focus.
Focused Finishing
We live in an age of constant distraction. Smartphones are both a blessing and a curse, they keep us connected, but if we’re not careful the constant connection they provide can interrupt our flow.
When a deadline is accelerating towards us it’s important to set aside the distractions and carve out a space where we can work in a clear and focused manner.
When it’s time to finish, it’s important to avoid context switching and focus. All those micro-interactions throughout the day – triaging your emails, checking social media and browsing the web – can get in the way of you hitting your deadline. At this point, they’re distractions.
Chunking tasks and managing when they’re scheduled can improve your productivity by a surprising order of magnitude. At this point it’s important to remove distractions which result in ‘attention residue’, where your mind is unable to focus on the current task, due to the mental residue of other, unrelated tasks.
By focusing on a single task in a focused manner, it’s possible to minimise the negative impact of attention residue, allowing you to maximise your performance on the task at hand.
Cal Newport explores this in his excellent book, Deep Work, which I would highly recommend reading. As he puts it:
Efforts to deepen your focus will struggle if you don’t simultaneously wean your mind from a dependence on distraction.
To help you focus on finishing it’s helpful to set up a work-focused environment that is purposefully free from distractions. There’s a time and a place for structured procrastination, but – equally – there’s a time and a place for focused finishing.
The French term ‘mise en place’ is drawn from the world of fine cuisine – I discovered it when I was procrastinating – and it’s applicable in this context. The term translates as ‘putting in place’ or ‘everything in its place’ and it refers to the process of getting the workplace ready before cooking.
Just like a professional chef organises their utensils and arranges their ingredients, so too can you.
Thanks to the magic of multiple users on computers, it’s possible to create a separate user on your computer – without access to email and other social tools – so that you can switch to that account when you need to focus and hit the deadline.
Another, less technical way of achieving the same result – depending, of course, upon your line of work – is to close your computer and find some non-digital, unconnected space to work in.
The goal is to carve out time to focus so you can finish. As Newport states:
If you don’t produce, you won’t thrive – no matter how skilled or talented you are.
Procrastination is fine, but only if it’s accompanied by finishing. Create the space to finish and you’ll enjoy the best of both worlds.
In closing…
There is a time and a place for everything: there is a time to procrastinate, and a time to focus. To truly reap the rewards of time, the mind needs both.
By combining the processes of ‘Structured Procrastination’ and ‘Focused Finishing’ we can make the most of our 86,400 seconds a day, ensuring we are constantly primed to make new discoveries, but just as importantly, ensuring we hit the all-important deadlines.
Make the most of your time, you only get so much. Use every second productively and you’ll be thankful that you did. Don’t waste your time, once it’s gone, it’s gone… and you can never get it back. |
2016 |
Christopher Murphy |
christophermurphy |
2016-12-21T00:00:00+00:00 |
https://24ways.org/2016/stretching-time/ |
process |
| 302 |
Flexible Project Management in Inflexible Environments |
Handling unforeseen circumstances is an inevitable part of any project. It’s also often the most uncomfortable, and there is no amount of skill or planning that will fully eradicate the need to adapt to change. The ability to be flexible, responsive, and unafraid of facing not only problems, but also potentially positive scope changes and new ideas, isn’t an easy one to master. I am by no means saying that I have, but what I have learned is that there is often the temptation to shut out anything that might derail your plan, even sometimes at the cost of the quality you’re committed to.
The reality is that as someone leading a project you know there will be challenges, but, in general, it’s a hassle to try keep the landscape open. Problems are bridges we should cross when we come to them, but intentional changes to the plan, and adapting for the sake of improving your first idea, is harder. There are tight schedules, resource is planned miles ahead, and you’re already juggling twenty other things. If you’re passionate about the quality of work you deliver and are working somewhere that considers itself expert within the field of digital, then having an attitude of flexibility is extremely important. It’s important when you’re overcoming a challenge or problem, but it’s also important for allowing ideas to evolve and be refined as much as they can be throughout the course of a project.
Where theory falls short
The premise of any Agile methodology, Scrum for example, is based around being able to work efficiently, react quickly and deliver relevant chunks of a product in manageable increments. It’s often hailed as king of flexible management and it can work really well, especially for in-house software products developed over a long or even an indefinite period of time. It holds off defining scope too far ahead and lets teams focus on smaller amounts of work, and allows them to regularly reprioritise. Unfortunately though, not all environments lend themselves as easily to a fully Agile setup. Even the ones that do may be restrained from putting it fully into practice for an array of other internal reasons.
Delivering digital services to clients—within an agency setting or as a freelancer—often demands a more rigid structure. You need clear sign-off points, there’s a lot less flexibility in defining features, or working within budgets and timeframes. To start with, for a project to warrant a fully Agile team working on it, and especially for agencies, you need clients big enough and rich enough to justify the resource. You also need a lot of client trust to propose defining features and scope as you go. Although this is achievable—and there are agencies that operate an agile setup—it takes a long journey to reach that scale in the full sense of the word. Building a reputation that commands unconditional trust and reaching the point where your projects are consistently of a certain size often requires backing by long journey of success and excellence.
So there is a lot of room left for understanding how we can best strive to still deliver excellent projects within more constrained structures. We know that rigid waterfall planning, more often than not, falls over as soon as a project gets anything past a basic brochure site. There are many critiques of the system, but one of the main ones tends to be that nobody considers each other’s work properly, which can result in very expensive and inefficient development.
Equally, for reasons we’ve already touched upon, running fully agile teams often isn’t the right answer. So many companies, individuals, and organisations look for a middle-ground that balances being flexible and adaptive, but also provides enough upfront commitment to agree budgets, get client/stakeholder sign off, and effectively coordinate internal resource across multiple parallel projects.
Although I don’t have a perfect formula—and can very much assert there is no one perfect way of managing a project because every project is different to the next—I’ve identified a few different ways you can approach flexibility that have really helped me in running projects more smoothly within more realistic constraints.
Planned Flexibility
Drawing on some of the traditional methodologies such as PRINCE2, a good starting point for aspiring to be flexible is by planning for it from the start.
Planning flexibility comes in a few forms. For one, you can regularly identify and log potential risks as a generally good, on-going habit over the course of the project. This essentially just involves scanning the horizon for potential blips on a regular basis (for example weekly) by consulting with your team and documenting it somewhere. It means you have a checkpoint when you sit down and make sure you’re minimising what will or may catch you by surprise. A good time to do this is in a weekly catch up meeting. It’s not going to fix all your problems, but it will make sure you have a head start on the ones you can see coming.
On the subject of team meetings, setting up recurring project events, including a weekly call, a weekly team meeting and (depending on the size of the project) I like to try also do a stand-up as often as possible. Keeping everyone involved and bought in to a project is going to help you infinitely when you need to spot a problem or manage changes to the plan. It will be the difference between your designer spotting an issue and making a mental note to ‘tell you later’, and them actually coming over to tell you directly and immediately. Despite the overhead of meetings, and looping people into stages that they aren’t directly responsible for, the business benefits are chances for success are drastically increased. Planning in, and being aware of how important your team is, will help you be flexible.
Building contingency (formally know as slack) into your project plan from the word go is another well-known and essential way of planning to be flexible. Your project plan will change a lot over the course of a project, but there are still the days that you estimate a job will take, and the days you should actually plan in. Most sensible management teams understand that budgets need to be agreed with this slack in mind or you will not be able to deliver a quality service. I believe that commercial awareness is one of the most valuable skills a project manager can have, but penny pinching will ruin client and team relationships, destroy buy-in and creativity, and often end you up with a much more expensive, hacky, and resented product.
It’s not a justification to let budgets spiral out of control, but a way of thinking about the bigger picture and wider plan of the company itself. It’s unlikely you want high staff turnover because everyone fell out while you were screaming money at them and they didn’t feel like they could do a good job. It’s also unlikely that you will be able to deliver quality products, which will win you a strong reputation and subsequently bigger and better projects. Evaluating risk factors and building in the right amount of slack from the start will give you more wriggle room when you need to adapt and react. On the flip side, also keeping an overview of the wider workload (that you’re not necessarily responsible for), and knowing who to talk if resource is becoming free or needs filling, is another handy way of being able to react quickly and ensuring your management system is respected. You want pockets of backup time planned in, but you also want everyone being as productive as they can most of the time. Never run at 100% capacity: as soon as something does need to change, you’re left with nowhere to move.
Transparency
Having a client or stakeholder that trusts you is a really powerful aid in any regard, but especially so when you need to communicate an issue or new suggestion. Positioning yourself and your team as experts and taking the time to delve into the wider picture—and the goals surrounding your client’s reasons to commission the project in the first place—will make you more valuable to them. Clients and stakeholders will always be different, and sometimes you will get people who are just plain difficult, but more often than not people will listen if you’re willing to talk and explain things.
As I’m sure all of us have realised at one point or another, a lot of people think they know what they want, and it’s usually the wrong thing. Managing key stakeholders in your project is arguably your biggest challenge, if they are on the your side and feel like the team is genuinely working to give them something of quality and value, then they will make your job easier. It’s often down to you to educate them, and to help them recognise and understand the work involved and you and your team’s reasoning behind your decisions.
Being overly submissive or overly secretive will foster a dynamic in which they feel expected to steer the project. In this situation they may not respect the team’s suggestions or may come up with some unreasonable and counterproductive ideas that are likely to hinder progress and lower morale. Getting the stakeholder on board and making them feel a part of the wider picture will make things easier. Pushing back and challenging ideas or working hard to justify something they don’t quite understand will often work in your favour and protects your team. On quite a basic level it also shows you care and are invested; on another, it shows you feel confident in your expertise within your field and that is ultimately the reason they hired you.
Taking the time to think about and be aware of this relationship, will make it easier to be flexible and handle new ideas or suggestions that pop up as the project goes along. Change doesn’t need to be ‘scope creep’ if it’s raised in a practical, value-orientated, and level headed discussion. There is usually a way forward for new ideas, as long as they’re valuable and support the wider goals. Maybe the deadline gets pushed back, maybe you get more budget, maybe the client is happy to forgo something else. As long as there’s value and reason, it shows integrity to the project and respect for its success. You can’t expect for this to go smoothly without having invested in the client relationship, so it’s a large point in paving the way to handling change well.
Reactive Flexibility
Finally, if you’ve been doing this for a while, you’ll know by now that you can’t anticipate everything. Sometimes you will have to react and change the plan under circumstances that aren’t easy. When an unexpected problem first rears its head—a client’s casual afterthought that’s threatening the scope of the project, an internal resource conflict, a junior member of staff that’s not grasping the ropes quite as quickly as you’d hoped—you have to react quickly.
In his book, ‘Pitch Anything’, Oren Klaff talks about people’s first reactions being processed by their ‘crocodile brain’ before they’ve had a chance to refine and digest the information more intelligibly. As project managers, product owners, or scrum masters, it’s natural for our immediate reactions to an unexpected problem to cause a pang of stress. But after that initial jolt you need to turn to practical solutions and start racking your brain for different ways forward. It’s here you need to remember to not let your imagination get the better of you, especially if you’ve been putting in the legwork with your team and your client. There is always a way forward and moments like this can be a good opportunity to develop your negotiation and diplomacy skills. Don’t let your immediate reaction be shutting the problem down; instead, take a second to think about it before you decide on the best direction. In a stressful situation, your first idea probably won’t be your best one.
From an internal point of view, it’s very important that whatever went wrong doesn’t turn into a finger pointing exercise and you don’t lose your cool. Getting caught up in a blame game or a witch hunt is never productive. Relationship cultivating can sometimes be the pillar that gets you through a stressful blip. Biggest tip for staying flexible when you’re reacting to a problem—apart form obviously thinking of ways forward—is to communicate. Don’t go quiet until you feel like you have a plan, you’ll often need to put everyone else at ease before you can move things forward. Problem solving is part of the job and will need to happen in even the most flexible of product delivery systems.
In conclusion, being flexible is never simple but there are things you can do to make your life easier. Owning a position of expertise, putting together a team that’s involved in each other’s work and cultivating a client/stakeholder relationship that’s as transparent and respectful as possible will get you a long way. In times of crisis, believe in your skills and be open to adapting over getting frustrated. |
2016 |
Gillian Sibthorpe |
gilliansibthorpe |
2016-12-04T00:00:00+00:00 |
https://24ways.org/2016/flexible-project-management/ |
process |
| 303 |
We Need to Talk About Technical Debt |
In my work with clients, a lot of time is spent assessing old, legacy, sprawling systems and identifying good code, bad code, and technical debt.
One thing that constantly strikes me is the frequency with which bad code and technical debt are conflated, so let me start by saying this:
Not all technical debt is bad code, and not all bad code is technical debt.
Sometimes your bad code is just that: bad code. Calling it technical debt often feels like a more forgiving and friendly way of referring to what may have just been a poor implementation or a substandard piece of work.
It is an oft-misunderstood phrase, and when mistaken for meaning ‘anything legacy or old hacky or nasty or bad’, technical debt is swept under the carpet along with all of the other parts of the codebase we’d rather not talk about, and therein lies the problem.
We need to talk about technical debt.
What We Talk About When We Talk About Technical Debt
The thing that separates technical debt from the rest of the hacky code in our project is the fact that technical debt, by definition, is something that we knowingly and strategically entered into. Debt doesn’t happen by accident: debt happens when we choose to gain something otherwise-unattainable immediately in return for paying it back (with interest) later on.
An Example
You’re a front-end developer working on a SaaS product, and your sales team is courting a large customer – a customer so large that you can’t really afford to lose them. The customer tells you that as long as you can allow them to theme your SaaS application according to their branding, they are willing to sign on the dotted line… the problem being that your CSS architecture was never designed to incorporate theming at all, and there isn’t currently a nice, clean way to incorporate a theme into the codebase.
You and the business make the decision that you will hack a theme into the product in two days. It’s going to be messy, it’s going to be ugly, but you can’t afford to lose a huge customer just because your CSS isn’t quite right, right now. This is technical debt.
You deliver the theme, the customer signs up, and everyone is happy. Except you (and the business, because you are one and the same) have a decision to make:
Do we go back and build theming into the CSS architecture as a first-class citizen, porting the hacked theme back into a codified and formal framework?
Do we carry on as we are? Things are working okay, and the customer paid up, so is there any reason to invest time and effort into things after we (and the customer) got what we wanted?
Option 1 is choosing to pay off your debts; Option 2 is ignoring your repayments.
With Option 1, you’re acknowledging that you did what you could given the constraints, but, free of constraints, you’d have done something different. Now, you are choosing to implement that something different.
With Option 2, however, you are avoiding your responsibility to repay your debt, and you are letting interest accrue. The problem here is that…
your SaaS product now offers theming to one of your customers;
another potential customer might also demand the ability to theme their instance of your product;
you can’t refuse them that request, nor can you quickly fulfil it;
you hack in another theme, thus adding to the balance of your existing debt;
and so on (plus interest) for every subsequent theme you need to implement.
Here you have increased entropy whilst making little to no attempt to address what you already knew to be problems.
Your second, third, fourth, fifth request for theming will be hacked on top of your hack, further accumulating debt whilst offering nothing by way of a repayment. After a long enough period, the code involved will get so unwieldy, so hard to work with, that you are forced to tear it all down and start again, and the most painful part of this is that you’re actually paying off even more than your debt repayments would have been in the first place. Two days of hacking plus, say, five days of subsequent refactoring, would still have been substantially less than the weeks you will now have to spend rewriting your CSS to fix and incorporate the themes properly. You’ve made a loss; your strategic debt ultimately became a loss-making exercise.
The important thing to note here is that you didn’t necessarily write bad code. You knew there were two options: the quick way and the correct way. The decision to take the quick route was a definite choice, because you knew there was a better way. Implementing the better way is your repayment.
Good Debt and Bad Debt
Technical debt is acceptable as long as you have intentions to settle; it can be a valuable solution to a business problem, provided the right approach is taken afterwards. That doesn’t, however, mean that all debt is born equal. Just as in real life, there is good debt and there is bad debt.
Good debt might be…
a mortgage;
a student loan, or;
a business loan.
These are types of debt that will secure you the means of repaying them. These are well considered debts whose very reason for being will allow you to make the money to pay them off—they have real, tangible benefit.
A business loan to secure some equipment and premises will allow you to start an enterprise whose revenue will allow you to pay that debt back; a student loan will allow you to secure the kind of job that has the ability to pay a student loan back.
These kinds of debt involve a considered and well-balanced decision to acquire something in the short term in the knowledge that you will have the means, in the long term, to pay it back.
Conversely, bad debt might be…
borrowing $1,000 from a loan shark so you can go to Vegas, or;
taking out a payday loan in order to buy a new television.
Both of these kinds of debt will leave you paying for things that didn’t provide you a way of earning your own capital. That is to say, the loans taken did not secure anything that would help pay off said loans. These are bad debts that will usually provide a net loss. You really are only gaining the short term in exchange for a long term financial responsibility: i.e., was it worth it?
A good litmus test for debt is to compare the gains of its immediate benefit with the cost of its long term commitment.
The earlier example of theming a site is a good debt, provided we are keeping up our repayments (all debt is bad debt if you don’t). A calculated decision to do something ‘wrong’ in the short term with the promise of better payoffs later on.
Bad Technical Debt
The majority of my work is with front-end development teams—CSS is what I do. To that end, the most succinct example of technical debt for that audience is simply:
!important
All front-end developers know the horrors and dangers associated with using !important, yet we continue to use it. Why?
It’s not necessarily because we’re bad developers, but because we see a shortcut. !important is usually implemented as a quick way out of a sticky specificity situation. We could spend the rest of the day refactoring our CSS to fix the issue at its source, or we can spend mere seconds typing the word !important and patch over the symptoms.
This is us making an explicit decision to do something less than ideal now in exchange for immediate benefit. After all, refactoring our CSS will take a lot more time, and will still only leave us with the same outcome that the vastly quicker !important solution will, so it seems to make better business sense.
However, this is a bad debt. !important takes seconds to implement but weeks to refactor. The cost of refactoring this back out later will be an order of magnitude higher than it would be to have done things properly the first time. The first !important usually sets a precedent, and subsequent developers are likely to have to use it themselves in order to get around the one that you left.
So many CSS projects deteriorate because of this one simple word, and rewrites become more and more imminent. That makes it possibly the most costly 10 bytes a CSS developer could ever write.
Bad Code
Now we’ve got a good idea of what constitutes technical debt, let’s take a look at what constitutes bad code. Something I hear time and time again in my client work goes a little like this:
We’ve amassed a lot of technical debt and we’d like to get a strategy in place
to begin dealing with it.
Whilst I genuinely admire their willingness to identify and desire to fix problems in their code, sometimes they’re not looking at technical debt at
all—sometimes they’re just looking at bad code, plain and simple.
Where technical debt is knowing that there’s a better way, but the quicker way makes more sense right now, bad code is not caring if there’s a better way at all.
Again, looking at a CSS-specific world, a lot of bad code is contributed by non-front-end developers with little training, appreciation, or even respect for the front-end landscape. Writing code with reckless abandon should not be described as technical debt, because to do so would imply that…
the developers knew they were implementing a sub-par solution, but…
the developers also knew that a better solution was out there, which…
implies that it can be tidied up relatively simply.
Developers writing bad code is a larger and more cultural problem that requires a lot more effort to fix. Hopefully—and usually—bad code is in the minority, but it helps to be objective in identifying and solving it. Bad code usually doesn’t happen for a good enough reason, and is therefore much harder to justify.
Technical debt often represents ability in judgement, whereas bad code often represents a gap in skills.
Takeaway
Take time to familiarise yourself with the true concepts underlying technical debt and why it exists. Understand that technical debt can be good or bad. Admit that sometimes code is just of poor quality.
Understanding these points will allow you to make better calls around what you might need to refactor and when, and what skills gaps you might have in your team.
Sometimes it’s okay to cut corners if there is a tangible gain to be had in the immediate term.
Technical debt is okay provided it is a sensible debt and you have intentions to pay it off.
Technical debt is not necessarily synonymous with bad code, and bad code isn’t necessarily technical debt. Technical debt is code that was implemented given limited knowledge or resource, with the understanding that you would need to repay something in future.
Technical debt is not inherently bad—failure to make repayments is. Periodically, it is justifiable—encouraged, even—to enter a debt in order to fulfil a more pressing matter. However, it is imperative that we begin making repayments as soon as we are capable, be that based on newly available time or knowledge.
Bad code is worse than technical debt as it represents a lack of knowledge or quality control within a team. It needs a much more fundamental fix. |
2016 |
Harry Roberts |
harryroberts |
2016-12-05T00:00:00+00:00 |
https://24ways.org/2016/we-need-to-talk-about-technical-debt/ |
code |
| 304 |
Five Lessons From My First 18 Months as a Dev |
I recently moved from Sydney to London to start a dream job with Twitter as a software engineer. A software engineer! Who would have thought.
Having started my career as a journalist, the title ‘engineer’ is very strange to me. The notion of writing in first person is also very strange. Journalists are taught to be objective, invisible, to keep yourself out of the story. And here I am writing about myself on a public platform. Cringe.
Since I started learning to code I’ve often felt compelled to write about my experience. I want to share my excitement and struggles with the world! But as a junior I’ve been held back by thoughts like ‘whatever you have to say won’t be technical enough’, ‘any time spent writing a blog would be better spent writing code’, ‘blogging is narcissistic’, etc.
Well, I’ve been told that your thirties are the years where you stop caring so much about what other people think. And I’m almost 30. So here goes!
These are five key lessons from my first year and a half in tech:
Deployments should delight, not dread
Lesson #1: Making your deployment process as simple as possible is worth the investment.
In my first dev job, I dreaded deployments. We would deploy every Sunday night at 8pm. Preparation would begin the Friday before. A nominated deployment manager would spend half a day tagging master, generating scripts, writing documentation and raising JIRAs. The only fun part was choosing a train gif to post in HipChat: ‘All aboard! The deployment train leaves in 3, 2, 1…”
When Sunday night came around, at least one person from every squad would need to be online to conduct smoke tests. Most times, the deployments would succeed. Other times they would fail. Regardless, deployments ate into people’s weekend time — and they were intense. Devs would rush to have their code approved before the Friday cutoff. Deployment managers who were new to the process would fear making a mistake.
The team knew deployments were a problem. They were constantly striving to improve them. And what I’ve learnt from Twitter is that when they do, their lives will be bliss.
TweetDeck’s deployment process fills me with joy and delight. It’s quick, easy and stress free. In fact, it’s so easy I deployed code on my first day in the job! Anyone can deploy, at any time of day, with a single command. Rollbacks are just as simple. There’s no rush to make the deployment train. No manual preparation. No fuss. Value — whether in the form of big new features, simple UI improvements or even production bug fixes — can be shipped in an instant. The team assures me the process wasn’t always like this. They invested lots of time in making their deployments better. And it’s clearly paid off.
Code reviews need love, time and acceptance
Lesson #2: Code reviews are a three-way gift. Every time I review someone else’s code, I help them, the team and myself.
Code reviews were another pain point in my previous job. And to be honest, I was part of the problem. I would raise code reviews that were far too big. They would take days, sometimes weeks, to get merged. One of my reviews had 96 comments! I would rarely review other people’s code because I felt too junior, like my review didn’t carry any weight.
The review process itself was also tiring, and was often raised in retrospectives as being slow. In order for code to be merged it needed to have ticks of approval from two developers and a third tick from a peer tester. It was the responsibility of the author to assign the reviewers and tester. It was felt that if it was left to team members to assign themselves to reviews, the “someone else will do it” mentality would kick in, and nothing would get done.
At TweetDeck, no-one is specifically assigned to reviews. Instead, when a review is raised, the entire team is notified. Without fail, someone will jump on it. Reviews are seen as blocking. They’re seen to be equally, if not more important, than your own work. I haven’t seen a review sit for longer than a few hours without comments.
We also don’t work on branches. We push single commits for review, which are then merged to master. This forces the team to work in small, incremental changes. If a review is too big, or if it’s going to take up more than an hour of someone’s time, it will be sent back.
What I’ve learnt so far at Twitter is that code reviews must be small. They must take priority. And they must be a team effort. Being a new starter is no “get out of jail free card”. In fact, it’s even more of a reason to be reviewing code. Reviews are a great way to learn, get across the product and see different programming styles. If you’re like me, and find code reviews daunting, ask to pair with a senior until you feel more confident. I recently paired with my mentor at Twitter and found it really helpful.
Get friendly with feature flagging
Lesson #3: Feature flagging gives you complete control over how you build and release a project.
Say you’re implementing a new feature. It’s going to take a few weeks to complete. You’ll complete the feature in small, incremental changes. At what point do these changes get merged to master? At what point do they get deployed? Do you start at the back end and finish with the UI, so the user won’t see the changes until they’re ready? With feature flagging — it doesn’t matter. In fact, with feature flagging, by the time you are ready to release your feature, it’s already deployed, sitting happily in master with the rest of your codebase.
A feature flag is a boolean value that gets wrapped around the code relating to the thing you’re working on. The code will only be executed if the value is true.
if (TD.decider.get(‘new_feature’)) {
//code for new feature goes here
}
In my first dev job, I deployed a navigation link to the feature I’d been working on, making it visible in the product, even though the feature wasn’t ready. “Why didn’t you use a feature flag?” a senior dev asked me. An honest response would have been: “Because they’re confusing to implement and I don’t understand the benefits of using them.” The fix had to wait until the next deployment.
The best thing about feature flagging at TweetDeck is that there is no need to deploy to turn on or off a feature. We set the status of the feature via an interface called Deckcider, and the code makes regular API requests to get the status.
At TweetDeck we are also able to roll our features out progressively. The first rollout might be to a staging environment. Then to employees only. Then to 10 per cent of users, 20 per cent, 30 per cent, and so on. A gradual rollout allows you to monitor for bugs and unexpected behaviour, before releasing the feature to the entire user base.
Sometimes a piece of work requires changes to existing business logic. So the code might look more like this:
if (TD.decider.get(‘change_to_existing_feature’)) {
//new logic goes here
} else {
//old logic goes here
}
This seems messy, right? Riddling your code with if else statements to determine which path of logic should be executed, or which version of the UI should be displayed. But at Twitter, this is embraced. You can always clean up the code once a feature is turned on. This isn’t essential, though. At least not in the early days. When a cheeky bug is discovered, having the flag in place allows the feature to be very quickly turned off again.
Let data and experimentation drive development
Lesson #4: Use data to determine the direction of your product and measure its success.
The first company I worked for placed a huge amount of emphasis on data-driven decision making. If we had an idea, or if we wanted to make a change, we were encouraged to “bring data” to show why it was necessary. “Without data, you’re just another person with an opinion,” the chief data scientist would say. This attitude helped to ensure we were building the right things for our customers. Instead of just plucking a new feature out of thin air, it was chosen based on data that reflected its need.
But how do you design that feature? How do you know that the design you choose will have the desired impact? That’s where experiments come into play.
At TweetDeck we make UI changes that we hope will delight our users. But the assumptions we make about our users are often wrong. Our front-end team recently sat in a room and tried to guess which UIs from A/B tests had produced better results. Half the room guessed incorrectly every time.
We can’t assume a change we want to make will have the impact we expect. So we run an experiment. Here’s how it works. Users are placed into buckets. One bucket of users will have access to the new feature, the other won’t. We hypothesise that the bucket exposed to the new feature will have better results. The beauty of running an experiment is that we’ll know for sure. Instead of blindly releasing the feature to all users without knowing its impact, once the experiment has run its course, we’ll have the data to make decisions accordingly.
Hire the developer, not the degree
Lesson #5: Testing candidates on real world problems will allow applicants from all backgrounds to shine.
Surely, a company like Twitter would give their applicants insanely difficult code tests, and the toughest technical questions, that only the cleverest CS graduates could pass, I told myself when applying for the job. Lucky for me, this wasn’t the case. The process was insanely difficult—don’t get me wrong—but the team at TweetDeck gave me real world problems to solve.
The first code test involved bug fixes, performance and testing. The second involved DOM traversal and manipulation. Instead of being put on the spot in a room with a whiteboard and pen I was given a task, access to the internet, and time to work on it. Similarly, in my technical interviews, I was asked to pair program on real world problems that I was likely to face on the job.
In one of my phone screenings I was told Twitter wanted to increase diversity in its teams. Not just gender diversity, but also diversity of experience and background. Six months later, with a bunch of new hires, team lead Tom Ashworth says TweetDeck has the most diverse team it’s ever had. “We designed an interview process that gave us a way to simulate the actual job,” he said. “It’s not about testing whether you learnt an algorithm in school.”
Is this lowering the bar? No. The bar is whether a candidate has the ability to solve problems they are likely to face on the job. I recently spoke to a longstanding Atlassian engineer who said they hadn’t seen an algorithm in their seven years at the company.
These days, only about 50 per cent of developers have computer science degrees. The majority of developers are self taught, learn on the job or via online courses. If you want to increase diversity in your engineering team, ensure your interview process isn’t excluding these people. |
2016 |
Amy Simmons |
amysimmons |
2016-12-20T00:00:00+00:00 |
https://24ways.org/2016/my-first-18-months-as-a-dev/ |
process |
| 305 |
CSS Writing Modes |
Since you may not have a lot of time, I’m going to start at the end, with the dessert.
You can use a little-known, yet important and powerful CSS property to make text run vertically. Like this.
Or instead of running text vertically, you can layout a set of icons or interface buttons in this way. Or, of course, with anything on your page.
The CSS I’ve applied makes the browser rethink the orientation of the world, and flow the layout of this element at a 90° angle to “normal”. Check out the live demo, highlight the headline, and see how the cursor is now sideways.
See the Pen Writing Mode Demo — Headline by Jen Simmons (@jensimmons) on CodePen.
The code for accomplishing this is pretty simple.
h1 {
writing-mode: vertical-rl;
}
That’s all it takes to switch the writing mode from the web’s default horizontal top-to-bottom mode to a vertical right-to-left mode. If you apply such code to the html element, the entire page is switched, affecting the scroll direction, too.
In my example above, I’m telling the browser that only the h1 will be in this vertical-rl mode, while the rest of my page stays in the default of horizontal-tb.
So now the dessert course is over. Let me serve up this whole meal, and explain the the CSS Writing Mode Specification.
Why learn about writing modes?
There are three reasons I’m teaching writing modes to everyone—including western audiences—and explaining the whole system, instead of quickly showing you a simple trick.
We live in a big, diverse world, and learning about other languages is fascinating. Many of you lay out pages in languages like Chinese, Japanese and Korean. Or you might be inspired to in the future.
Using writing-mode to turn bits sideways is cool. This CSS can be used in all kinds of creative ways, even if you are working only in English.
Most importantly, I’ve found understanding Writing Modes incredibly helpful when understanding Flexbox and CSS Grid. Before I learned Writing Mode, I felt like there was still a big hole in my knowledge, something I just didn’t get about why Grid and Flexbox work the way they do. Once I wrapped my head around Writing Modes, Grid and Flexbox got a lot easier. Suddenly the Alignment properties, align-* and justify-*, made sense.
Whether you know about it or not, the writing mode is the first building block of every layout we create. You can do what we’ve been doing for 25 years – and leave your page set to the default left-to-right direction, horizontal top-to-bottom writing mode. Or you can enter a world of new possibilities where content flows in other directions.
CSS properties
I’m going to focus on the CSS writing-mode property in this article. It has five possible options:
writing-mode: horizontal-tb;
writing-mode: vertical-rl;
writing-mode: vertical-lr;
writing-mode: sideways-rl;
writing-mode: sideways-lr;
The CSS Writing Modes Specification is designed to support a wide range of written languages in all our human and linguistic complexity. Which—spoiler alert—is pretty insanely complex. The global evolution of written languages has been anything but simple.
So I’ve got to start with explaining some basic concepts of web page layout and writing systems. Then I can show you what these CSS properties do.
Inline Direction, Block Direction, and Character Direction
In the world of the web, there’s a concept of ‘block’ and ‘inline’ layout. If you’ve ever written display: block or display: inline, you’ve leaned on these concepts.
In the default writing mode, blocks stack vertically starting at the top of the page and working their way down. Think of how a bunch of block-levels elements stack—like a bunch of a paragraphs—that’s the block direction.
Inline is how each line of text flows. The default on the web is from left to right, in horizontal lines. Imagine this text that you are reading right now, being typed out one character at a time on a typewriter. That’s the inline direction.
The character direction is which way the characters point. If you type a capital “A” for instance, on which side is the top of the letter? Different languages can point in different directions. Most languages have their characters pointing towards the top of the page, but not all.
Put all three together, and you start to see how they work as a system.
The default settings for the web work like this.
Now that we know what block, inline, and character directions mean, let’s see how they are used in different writing systems from around the world.
The four writing systems of CSS Writing Modes
The CSS Writing Modes Specification handles all the use cases for four major writing systems; Latin, Arabic, Han and Mongolian.
Latin-based systems
One writing system dominates the world more than any other, reportedly covering about 70% of the world’s population.
The text is horizontal, running from left to right, or LTR. The block direction runs from top to bottom.
It’s called the Latin-based system because it includes all languages that use the Latin alphabet, including English, Spanish, German, French, and many others. But there are many non-Latin-alphabet languages that also use this system, including Greek, Cyrillic (Russian, Ukrainian, Bulgarian, Serbian, etc.), and Brahmic scripts (Devanagari, Thai, Tibetan), and many more.
You don’t need to do anything in your CSS to trigger this mode. This is the default.
Best practices, however, dictate that you declare in your opening <html> element which language and which direction (LTR or RTL) you are using. This website, for instance, uses <html lang='en-gb' dir='ltr'> to let the browser know this content is published in Great Britian’s version of English, in a left to right direction.
Arabic-based systems
Arabic, Hebrew and a few other languages run the inline direction from right to left. This is commonly known as RTL.
Note that the inline direction still runs horizontally. The block direction runs from top to bottom. And the characters are upright.
It’s not just the flow of text that runs from right to left, but everything about the layout of the website. The upper right-hand corner is the starting position. Important things are on the right. The eyes travel from right to left. So, typically RTL websites use layouts that are just like LTR websites, only flipped.
On websites that support both LTR and RTL, like the United Nations’ site at un.org, the two layouts are mirror images of each other.
For many web developers, our experiences with internationalization have focused solely on supporting Arabic and Hebrew script.
CSS layout hacks for internationalization & RTL
To prepare an LTR project to support RTL, developers have had to create all sorts of hacks. For example, the Drupal community started a convention of marking every margin-left and -right, every padding-left and -right, every float: left and float: right with the comment /* LTR */. Then later developers could search for each instance of that exact comment, and create stylesheets to override each left with right, and vice versa. It’s a tedious and error prone way to work. CSS itself needed a better way to let web developers write their layout code once, and easily switch language directions with a single command.
Our new CSS layout system does exactly that. Flexbox, Grid and Alignment use start and end instead of left and right. This lets us define everything in relationship to the writing system, and switch directions easily. By writing justify-content: flex-start, justify-items: end, and eventually margin-inline-start: 1rem we have code that doesn’t need to be changed.
This is a much better way to work. I know it can be confusing to think through start and end as replacements for left and right. But it’s better for any multiligual project, and it’s better for the web as a whole.
Sadly, I’ve seen CSS preprocessor tools that claim to “fix” the new CSS layout system by getting rid of start and end and bringing back left and right. They want you to use their tool, write justify-content: left, and feel self-righteous. It seems some folks think the new way of working is broken and should be discarded. It was created, however, to fulfill real needs. And to reflect a global internet. As Bruce Lawson says, WWW stands for the World Wide Web, not the Wealthy Western Web. Please don’t try to convince the industry that there’s something wrong with no longer being biased towards western culture. Instead, spread the word about why this new system is here.
Spend a bit of time drilling the concept of inline and block into your head, and getting used to start and end. It will be second nature soon enough.
I’ve also seen CSS preprocessors that let us use this new way of thinking today, even as all the parts aren’t fully supported by browsers yet. Some tools let you write text-align: start instead of text-align: left, and let the preprocessor handle things for you. That is terrific, in my opinion. A great use of the power of a preprocessor to help us switch over now.
But let’s get back to RTL.
How to declare your direction
You don’t want to use CSS to tell the browser to switch from an LTR language to RTL. You want to do this in your HTML. That way the browser has the information it needs to display the document even if the CSS doesn’t load.
This is accomplished mainly on the html element. You should also declare your main language. As I mentioned above, the 24 ways website is using <html lang='en-gb' dir='ltr'> to declare the LTR direction and the use of British English. The UN Arabic website uses <html lang='ar' dir='rtl'>to declare the site as an Arabic site, using a RTL layout.
Things get more complicated when you’ve got a page with a mix of languages. But I’m not going to get into all of that, since this article is focused on CSS and layouts, not explaining everything about internationalization.
Let me just leave direction here by noting that much of the heavy work of laying out the characters which make up each word is handled by Unicode. If you are interested in learning more about LTR, RTL and bidirectional text, watch this video: Introduction to Bidirectional Text, a presentation by Elika Etemad.
Meanwhile, let’s get back to CSS.
The writing mode CSS for Latin-based and Arabic-based systems
For both of these systems—Latin-based and Arabic-based, whether LTR or RTL—the same CSS property applies for specifying the writing mode: writing-mode: horizontal-tb. That’s because in both systems, the inline text flow is horizontal, while the block direction is top-to-bottom. This is expressed as horizontal-tb.
horizontal-tb is the default writing mode for the web, so you don’t need to specify it unless you are overriding something else higher up in the cascade. You can just imagine that every site you’ve ever built came with:
html {
writing-mode: horizontal-tb;
}
Now let’s turn our attention to the vertical writing systems.
Han-based systems
This is where things start to get interesting.
Han-based writing systems include CJK languages, Chinese, Japanese, Korean and others. There are two options for laying out a page, and sometimes both are used at the same time.
Much of CJK text is laid out like Latin-based languages, with a horizontal top-to-bottom block direction, and a left-to-right inline direction. This is the more modern way to doing things, started in the 20th century in many places, and further pushed into domination by the computer and later the web.
The CSS to do this bit of the layouts is the same as above:
section {
writing-mode: horizontal-tb;
}
Or, you know, do nothing, and get that result as a default.
Alternatively Han-based languages can be laid out in a vertical writing mode, where the inline direction runs vertically, and the block direction goes from right to left.
See both options in this diagram:
Note that the horizontal text flows from left to right, while the vertical text flows from right to left. Wild, eh?
This Japanese issue of Vogue magazine is using a mix of writing modes. The cover opens on the left spine, opposite of what an English magazine does.
This page mixes English and Japanese, and typesets the Japanese text in both horizontal and vertical modes. Under the title “Richard Stark” in red, you can see a passage that’s horizontal-tb and LTR, while the longer passage of text at the bottom of the page is typeset vertical-rl. The red enlarged cap marks the beginning of that passage. The long headline above the vertical text is typeset LTR, horizontal-tb.
The details of how to set the default of the whole page will depend on your use case. But each element, each headline, each section, each article can be marked to flow the opposite of the default however you’d like.
For example, perhaps you leave the default as horizontal-tb, and specify your vertical elements like this:
div.articletext {
writing-mode: vertical-rl;
}
Or alternatively you could change the default for the page to a vertical orientation, and then set specific elements to horizontal-tb, like this:
html {
writing-mode: vertical-rl;
}
h2, .photocaptions, section {
writing-mode: horizontal-tb;
}
If your page has a sideways scroll, then the writing mode will determine whether the page loads with upper left corner as the starting point, and scroll to the right (horizontal-tb as we are used to), or if the page loads with the upper right corner as the starting point, scrolling to the left to display overflow. Here’s an example of that change in scrolling direction, in a CSS Writing Mode demo by Chen Hui Jing. Check out her demo — you can switch from horizontal to vertical writing modes with a checkbox and see the difference.
Mongolian-based systems
Now, hopefully so far all of this kind of makes sense. It might be a bit more complicated than expected, but it’s not so hard. Well, enter the Mongolian-based systems.
Mongolian is also a vertical script language. Text runs vertically down the page. Just like Han-based systems. There are two major differences. First, the block direction runs the other way. In Mongolian, block-level elements stack from left to right.
Here’s a drawing of how Wikipedia would look in Mongolian if it were laid out correctly.
Perhaps the Mongolian version of Wikipedia will be redone with this layout.
Now you might think, that doesn’t look so weird. Tilt your head to the left, and it’s very familiar. The block direction starts on the left side of the screen and goes to the right. The inline direction starts on the top of the page and moves to the bottom (similar to RTL text, just turned 90° counter-clockwise). But here comes the other huge difference. The character direction is “upside down”. The top of the Mongolian characters are not pointing to the left, towards the start edge of the block direction. They point to the right. Like this:
Now you might be tempted to ignore all this. Perhaps you don’t expect to be typesetting Mongolian content anytime soon. But here’s why this is important for everyone — the way Mongolian works defines the results writing-mode: vertical-lr. And it means we cannot use vertical-lr for typesetting content in other languages in the way we might otherwise expect.
If we took what we know about vertical-rl and guessed how vertical-lr works, we might imagine this:
But that’s wrong. Here’s how they actually compare:
See the unexpected situation? In both writing-mode: vertical-rl and writing-mode: vertical-lr latin text is rotated clockwise. Neither writing mode let’s us rotate text counter-clockwise.
If you are typesetting Mongolian content, apply this CSS in the same way you would apply writing-mode to Han-based writing systems. To the whole page on the html element, or to specific pages of the page like this:
section {
writing-mode: vertical-lr;
}
Now, if you are using writing-mode for a graphic design effect on a language that is otherwise typesets horizontally, I don’t think writing-mode: vertical-lr is useful. If the text wraps onto two lines, it stacks in a very unexpected way. So I’ve sort of obliterated it from my toolkit. I find myself using writing-mode: vertical-rl a lot. And never using -lr. Hm.
Writing modes for graphic design
So how do we use writing-mode to turn English headlines sideways? We could rely on transform: rotate()
Here are two examples, one for each direction. (By the way, each of these demos use CSS Grid for their overall layout, so be sure to test them in a browser that supports CSS Grid, like Firefox Nightly.)
In this demo 4A, the text is rotated clockwise using this code:
h1 {
writing-mode: vertical-rl;
}
In this demo 4B, the text is rotated counter-clockwise using this code:
h1 {
writing-mode: vertical-rl;
transform: rotate(180deg);
text-align: right;
}
I use vertical-rl to rotate the text so that it takes up the proper amount of space in the overall flow of the layout. Then I rotate it 180° to spin it around to the other direction. And then I use text-align: right to get it to rise up to the top of it’s container. This feels like a hack, but it’s a hack that works.
Now what I would like to do instead is use another CSS value that was designed for this use case — one of the two other options for writing mode.
If I could, I would lay out example 4A with:
h1 {
writing-mode: sideways-rl;
}
And layout example 4B with:
h1 {
writing-mode: sideways-lr;
}
The problem is that these two values are only supported in Firefox. None of the other browsers recognize sideways-*. Which means we can’t really use it yet.
In general, the writing-mode property is very well supported across browsers. So I’ll use writing-mode: vertical-rl for now, with the transform: rotate(180deg); hack to fake the other direction.
There’s much more to what we can do with the CSS designed to support multiple languages, but I’m going to stop with this intermediate introduction.
If you do want a bit more of a taste, look at this example that adds text-orientation: upright; to the mix — turning the individual letters of the latin font to be upright instead of sideways.
It’s this demo 4C, with this CSS applied:
h1 {
writing-mode: vertical-rl;
text-orientation: upright;
text-transform: uppercase;
letter-spacing: -25px;
}
You can check out all my Writing Modes demos at labs.jensimmons.com/#writing-modes.
I’ll leave you with this last demo. One that applies a vertical writing mode to the sub headlines of a long article. I like how small details like this can really bring a fresh feeling to the content.
See the Pen Writing Mode Demo — Article Subheadlines by Jen Simmons (@jensimmons) on CodePen. |
2016 |
Jen Simmons |
jensimmons |
2016-12-23T00:00:00+00:00 |
https://24ways.org/2016/css-writing-modes/ |
code |
| 306 |
What next for CSS Grid Layout? |
In 2012 I wrote an article for 24 ways detailing a new CSS Specification that had caught my eye, at the time with an implementation only in Internet Explorer. What I didn’t realise at the time was that CSS Grid Layout was to become a theme on which I would base the next four years of research, experimentation, writing and speaking.
As I write this article in December 2016, we are looking forward to CSS Grid Layout being shipped in Chrome and Firefox. What will ship early next year in those browsers is expanded and improved from the early implementation I explored in 2012. Over the last four years the spec has been developed as part of the CSS Working Group process, and has had input from browser engineers, specification writers and web developers. Use cases have been discussed, and features added.
The CSS Grid Layout specification is now a Candidate Recommendation. This status means the spec is to all intents and purposes, finished. The discussions now happening are on fine implementation details, and not new feature ideas. It makes sense to draw a line under a specification in order that browser vendors can ship complete, interoperable implementations. That approach is good for all of us, it makes development far easier if we know that a browser supports all of the features of a specification, rather than working out which bits are supported. However it doesn’t mean that works stops here, and that new use cases and features can’t be proposed for future levels of Grid Layout. Therefore, in this article I’m going to take a look at some of the things I think grid layout could do in the future. I would love for these thoughts to prompt you to think about how Grid - or any CSS specification - could better suit the use cases you have.
Subgrid - the missing feature of Level 1
The implementation of CSS Grid Layout in Chrome, Firefox and Webkit is comparable and very feature complete. There is however one standout feature that has not been implemented in any browser as yet - subgrid. Once you set the value of the display property to grid, any direct children of that element become grid items. This is similar to the way that flexbox behaves, set display: flex and all direct children become flex items. The behaviour does not apply to children of those items. You can nest grids, just as you can nest flex containers, but the child grids have no relationship to the parent.
Nesting Grids by Rachel Andrew (@rachelandrew) on CodePen.
The subgrid behaviour would enable the grid defined on the parent to be used by the children. I feel this would be most useful when working with a multiple column flexible grid - for example a typical 12 column grid. I could define a grid on a wrapper, then position UI elements on that grid - from the major structural elements of my page down through the child elements to a form where I wanted the field to line up with items above.
The specification contained an initial description of subgrid, with a value of subgrid for grid-template-columns and grid-template-rows, you can read about this in the August 2015 Working Draft. This version of the specification would have meant you could declare a subgrid in one dimension only, and create a different set of tracks in the other.
In an attempt to get some implementation of subgrid, a revised specification was proposed earlier this year. This gives a single subgrid value of the display property. As we now cannot specify a subgrid on rows OR columns this limits us to have a subgrid that works in two dimensions. At this point neither version has been implemented by anyone, and subgrids are marked as “at risk” in the Level 1 Candidate Recommendation. With regard to ‘at-risk’ this is explained as follows:
“‘At-risk’ is a W3C Process term-of-art, and does not necessarily imply that the feature is in danger of being dropped or delayed. It means that the WG believes the feature may have difficulty being interoperably implemented in a timely manner, and marking it as such allows the WG to drop the feature if necessary when transitioning to the Proposed Rec stage, without having to publish a new Candidate Rec without the feature first.”
If we lose subgrid from Level 1, as it looks likely that we will, this does give us a chance to further discuss and iterate on that feature. My current thoughts are that I’m not completely happy about subgrids being tied to both dimensions and feel that a return to the earlier version, or something like it, would be preferable.
Further reading about subgrid
My post from 2015 detailing why I feel subgrid is important
My post based on the revised specification
Eric Meyer’s thoughts on subgrid
Write-up of a discussion from Igalia who work on the Blink and Webkit browser implementations
Styling cells, tracks and areas
Having defined a grid with CSS Grid Layout you can place child elements into that grid, however what you can’t do is style the grid tracks or cells. Grid doesn’t even go as far as multiple column layout, which has the column-rule properties.
In order to set a background colour on a grid cell at the moment you would have to add an empty HTML element or insert some generated content as in the below example. I’m using a 1 pixel grid gap to fake lines between grid cells, and empty div elements, and some generated content to colour those cells.
Faked backgrounds and borders by Rachel Andrew (@rachelandrew) on CodePen.
I think it would be a nice addition to Grid Layout to be able to directly add backgrounds and borders to cells, tracks and areas. There is an Issue raised in the CSS WG Drafts repository for Decorative Grid Cell pseudo-elements, if you want to add thoughts to that.
More control over auto placement
If you haven’t explicitly placed the direct children of your grid element they will be laid out according to the grid auto placement rules. You can see in this example how we have created a grid and the items are placing themselves into cells on that grid.
Items auto-place on a defined grid by Rachel Andrew (@rachelandrew) on CodePen.
The auto-placement algorithm is very cool. We can position some items, leaving others to auto-place; we can set items to span more than one track; we can use the grid-auto-flow property with a value of dense to backfill gaps in our grid.
Websafe colors meet CSS Grid (auto-placement demo) by Rachel Andrew (@rachelandrew) on CodePen.
I think however this could be taken further. In this issue posted to my CSS Grid AMA on GitHub, the question is raised as to whether it would be possible to ask grid to place items on the next available line of a certain name. This would allow you to skip tracks in the grid when using auto-placement, an issue that has also been raised by Emil Björklund in this post to the www-style list prior to spec discussion moving to Github. I think there are probably similar issues, if you can think of one add a comment here.
Creating non-rectangular grid areas
A grid area is a collection of grid cells, defined by setting the start and end lines for columns and rows or by creating the area in the value of the grid-template-areas property as shown below. Those areas however must be rectangular - you can’t create an L-shaped or otherwise non-regular shape.
Grid Areas by Rachel Andrew (@rachelandrew) on CodePen.
Perhaps in the future we could define an L-shape or other non-rectangular area into which content could flow, as in the below currently invalid code where a quote is embedded into an L-shaped content area.
.wrapper {
display: grid;
grid-template-areas:
"sidebar header header"
"sidebar content quote"
"sidebar content content";
}
Flowing content through grid cells or areas
Some uses cases I have seen perhaps are not best solved by grid layout at all, but would involve grid working alongside other CSS specifications. As I detail in this post, there are a class of problems that I believe could be solved with the CSS Regions specification, or a revised version of that spec.
Being able to create a grid layout, then flow content through the areas could be very useful. Jen Simmons presented to the CSS Working Group at the Lisbon meeting a suggestion as to how this might work.
In a post from earlier this year I looked at a collection of ideas from specifications that include Grid, Regions and Exclusions. These working notes from my own explorations might prompt ideas of your own.
Solving the keyboard/layout disconnect
One issue that grid, and flexbox to a lesser extent, raises is that it is very easy to end up with a layout that is disconnected from the underlying markup. This raises problems for people navigating using the keyboard as when tabbing around the document you find yourself jumping to unexpected places. The problem is explained by Léonie Watson with reference to flexbox in Flexbox and the keyboard navigation disconnect.
The grid layout specification currently warns against creating such a disconnect, however I think it will take careful work by web developers in order to prevent this. It’s also not always as straightforward as it seems. In some cases you want the logical order to follow the source, and others it would make more sense to follow the visual. People are thinking about this issue, as you can read in this mailing list discussion.
Bringing your ideas to the future of Grid Layout
When I’m not getting excited about new CSS features, my day job involves working on a software product - the CMS that is serving this very website, Perch. When we launched Perch there were many use cases that we had never thought of, despite having a good idea of what might be needed in a CMS and thinking through lots of use cases. The additional use cases brought to our attention by our customers and potential customers informed the development of the product from launch. The same will be true for Grid Layout.
As a “product” grid has been well thought through by many people. Yet however hard we try there will be use cases we just didn’t think of. You may well have one in mind right now. That’s ok, because as with any CSS specification, once Level One of grid is complete, work can begin on Level Two. The feature set of Level Two will be informed by the use cases that emerge as people get to grips with what we have now.
This is where you get to contribute to the future of layout on the web. When you hit up against the things you cannot do, don’t just mutter about how the CSS Working Group don’t listen to regular developers and code around the problem. Instead, take a few minutes and write up your use case. Post it to your blog, to Medium, create a CodePen and go to the CSS Working Group GitHub specs repository and post an issue there. Write some pseudo-code, draw a picture, just make sure that the use case is described in enough detail that someone can see what problem you want grid to solve. It may be that - as with any software development - your use case can’t be solved in exactly the way you suggest. However once we have a use case, collected with other use cases, methods of addressing that class of problems can be investigated.
I opened this article by explaining I’d written about grid layout four years ago, and how we’re only now at a point where we will have Grid Layout available in the majority of browsers. Specification development, and implementation into browsers takes time. This is actually a good thing, as it’s impossible to take back CSS once it is out there and being used by production websites. We want CSS in the wild to be well thought through and that takes time. So don’t feel that because you don’t see your use case added to a spec immediately it has been ignored. Do your future self a favour and write down your frustrations or thoughts, and we can all make sure that the web platform serves the use cases we’re dealing with now and in the future. |
2016 |
Rachel Andrew |
rachelandrew |
2016-12-12T00:00:00+00:00 |
https://24ways.org/2016/what-next-for-css-grid-layout/ |
code |
| 307 |
Get the Balance Right: Responsive Display Text |
Last year in 24 ways I urged you to Get Expressive with Your Typography. I made the case for grabbing your readers’ attention by setting text at display sizes, that is to say big. You should consider very large text in the same way you might a hero image: a picture that creates an atmosphere and anchors your layout.
When setting text to be read, it is best practice to choose body and subheading sizes from a pre-defined scale appropriate to the viewport dimensions. We set those sizes using rems, locking the text sizes together so they all scale according to the page default and your reader’s preferences. You can take the same approach with display text by choosing larger sizes from the same scale.
However, display text, as defined by its purpose and relative size, is text to be seen first, and read second. In other words a picture of text. When it comes to pictures, you are likely to scale all scene-setting imagery - cover photos, hero images, and so on - relative to the viewport. Take the same approach with display text: lock the size and shape of the text to the screen or browser window.
Introducing viewport units
With CSS3 came a new set of units which are locked to the viewport. You can use these viewport units wherever you might otherwise use any other unit of length such as pixels, ems or percentage. There are four viewport units, and in each case a value of 1 is equal to 1% of either the viewport width or height as reported in reference1 pixels:
vw - viewport width,
vh - viewport height,
vmin - viewport height or width, whichever is smaller
vmax - viewport height or width, whichever is larger
In one fell swoop you can set the size of a display heading to be proportional to the screen or browser width, rather than choosing from a scale in a series of media queries. The following makes the heading font size 13% of the viewport width:
h1 {
font-size: 13 vw;
}
So for a selection of widths, the rendered font size would be:
Rendered font size (px)
Viewport width
13 vw
320
42
768
100
1024
133
1280
166
1920
250
A problem with using vw in this manner is the difference in text block proportions between portrait and landscape devices. Because the font size is based on the viewport width, the text on a landscape display is far bigger than when rendered on the same device held in a portrait orientation.
Landscape text is much bigger than portrait text when using vw units.
The proportions of the display text relative to the screen are so dissimilar that each orientation has its own different character, losing the inconsistency and considered design you would want when designing to make an impression.
However if the text was the same size in both orientations, the visual effect would be much more consistent. This where vmin comes into its own. Set the font size using vmin and the size is now set as a proportion of the smallest side of the viewport, giving you a far more consistent rendering.
h1 {
font-size: 13vmin;
}
Landscape text is consistent with portrait text when using vmin units.
Comparing vw and vmin renderings for various common screen dimensions, you can see how using vmin keeps the text size down to a usable magnitude:
Rendered font size (px)
Viewport
13 vw
13 vmin
320 × 480
42
42
414 × 736
54
54
768 × 1024
100
100
1024 × 768
133
100
1280 × 720
166
94
1366 × 768
178
100
1440 × 900
187
117
1680 × 1050
218
137
1920 × 1080
250
140
2560 × 1440
333
187
Hybrid font sizing
Using vertical media queries to set text in direct proportion to screen dimensions works well when sizing display text. In can be less desirable when sizing supporting text such as sub-headings, which you may not want to scale upwards at the same rate as the display text. For example, we can size a subheading using vmin so that it starts at 16 px on smaller screens and scales up in the same way as the main heading:
h1 {
font-size: 13vmin;
}
h2 {
font-size: 5vmin;
}
Using vmin alone for supporting text can scale it too quickly
The balance of display text to supporting text on the phone works well, but the subheading text on the tablet, even though it has been increased in line with the main heading, is starting to feel disproportionately large and a little clumsy. This problem becomes magnified on even bigger screens.
A solution to this is use a hybrid method of sizing text2. We can use the CSS calc() function to calculate a font size simultaneously based on both rems and viewport units. For example:
h2 {
font-size: calc(0.5rem + 2.5vmin);
}
For a 320 px wide screen, the font size will be 16 px, calculated as follows:
(0.5 × 16) + (320 × 0.025) = 8 + 8 = 16px
For a 768 px wide screen, the font size will be 27 px:
(0.5 × 16) + (768 × 0.025) = 8 + 19 = 27px
This results in a more balanced subheading that doesn’t take emphasis away from the main heading:
To give you an idea of the effect of using a hybrid approach, here’s a side-by-side comparison of hybrid and viewport text sizing:
table.ex--scale{width:100%;overflow: hidden;} table.ex--scale td{vertical-align:baseline;text-align:center;padding:0} tr.ex--scale-key{color:#666} tr.ex--scale-key td{font-size:.875rem;padding:0 0.125em} .ex--scale-2 tr.ex--scale-size{color:#ccc} tr.ex--scale-size td{font-size:1em;line-height:.34em;padding-bottom:.5rem} td.ex--scale-step{color:#000} td.ex--scale-hilite{color:red} .ex--scale-3 tr.ex--scale-size td{line-height:.9em}
top: calc() hybrid method; bottom: vmin only
16
20
27
32
35
40
44
16
24
38
48
54
64
72
320
480
768
960
1080
1280
1440
Over this festive period, try experiment with the proportion of rem and vmin in your hybrid calculation to see what feels best for your particular setting.
A reference pixel is based on the logical resolution of a device which takes into account double density screens such as Retina displays. ↩︎
For even more sophisticated uses of hybrid text sizing see the work of Mike Riethmuller. ↩︎ |
2016 |
Richard Rutter |
richardrutter |
2016-12-09T00:00:00+00:00 |
https://24ways.org/2016/responsive-display-text/ |
code |
| 308 |
How to Make a Chrome Extension to Delight (or Troll) Your Friends |
If you’re like me, you grew up drawing mustaches on celebrities. Every photograph was subject to your doodling wrath, and your brilliance was taken to a whole new level with computer programs like Microsoft Paint. The advent of digital cameras meant that no one was safe from your handiwork, especially not your friends. And when you finally got your hands on Photoshop, you spent hours maniacally giggling at your artistic genius.
But today is different. You’re a serious adult with important things to do and a reputation to uphold. You keep up with modern web techniques and trends, and have little time for fun other than a random Giphy on Slack… right?
Nope.
If there’s one thing 2016 has taught me, it’s that we—the self-serious, world-changing tech movers and shakers of the universe—haven’t changed one bit from our younger, more delightable selves.
How do I know? This year I created a Chrome extension called Tabby Cat and watched hundreds of thousands of people ditch productivity for randomly generated cats. Tabby Cat replaces your new tab page with an SVG cat featuring a silly name like “Stinky Dinosaur” or “Tiny Potato”. Over time, the cats collect goodies that vary in absurdity from fishbones to lawn flamingos to Raybans. Kids and adults alike use this extension, and analytics show the majority of use happens Monday through Friday from 9-5. The popularity of Tabby Cat has convinced me there’s still plenty of room in our big, grown-up hearts for fun.
Today, we’re going to combine the formula behind Tabby Cat with your intrinsic desire to delight (or troll) your friends, and create a web app that generates your friends with random objects and environments of your choosing. You can publish it as a Chrome extension to replace your new tab, or simply host it as a website and point to it with the New Tab Redirect extension.
Here’s a sneak peek at my final result featuring my partner, my cat, and I in cheerfully weird accessories. Your result will look however you want it to.
Along the way, we’ll cover how to build a Chrome extension that replaces the new tab page, and explore ways to program randomness into your work to create something truly delightful.
What you’ll need
Adobe Illustrator (or a similar illustration program to export PNG)
Some images of your friends
A text editor
Note: This can be as simple or as complex as you want it to be. Most of the application is pre-built so you can focus on kicking back and getting in touch with your creative side. If you want to dive in deeper, you’ll find ways to do it.
Getting started
Download a local copy of the boilerplate for today’s tutorial here, and open it in a text editor. Inside, you’ll find a simple web app that you can run in Chrome.
Open index.html in Chrome. You should see a grey page that says “Noname”.
Open template.pdf in Adobe Illustrator or a similar program that can export PNG. The file contains an artboard measuring 800px x 800px, with a dotted blue outline of a face. This is your template.
Note: We’re using Google Chrome to build and preview this application because the end-result is a Chrome extension. This means that the application isn’t totally cross-browser compatible, but that’s okay.
Step 1: Gather your friends
The first thing to do is choose who your muses are. Since the holidays are upon us, I’d suggest finding inspiration in your family.
Create your artwork
For each person, find an image where their face is pointed as forward as possible. Place the image onto the Artwork layer of the Illustrator file, and line up their face with the template. Then, rename the artboard something descriptive like face_bob. Here’s my crew:
As you can see, my use of the word “family” extends to cats. There’s no judgement here.
Notice that some of my photos don’t completely fill the artboard–that’s fine. The images will be clipped into ovals when they’re rendered in the application.
Now, export your images by following these steps:
Turn the Template layer off and export the images as PNGs.
In the Export dialog, tick the “Use Artboards” checkbox and enter the range with your faces.
Export at 72ppi to keep things running fast.
Save your images into the images/ folder in your project.
Add your images to config.js
Open scripts/config.js. This is where you configure your extension.
Add key value pairs to the faces object. The key should be the person’s name, and the value should be the filepath to the image.
faces: {
leslie: 'images/face_leslie.png',
kyle: 'images/face_kyle.png',
beep: 'images/face_beep.png'
}
The application will choose one of these options at random each time you open a new tab. This pattern is used for everything in the config file. You give the application groups of choices, and it chooses one at random each time it loads. The only thing that’s special about the faces object is that person’s name will also be displayed when their face is chosen.
Now, when you refresh the project in Chrome, you should see one of your friends along with their name, like this:
Congrats, you’re off and running!
Step 2: Add adjectives
Now that you’ve loaded your friends into the application, it’s time to call them names. This step definitely yields the most laughs for the least amount of effort.
Add a list of adjectives into the prefixes array in config.js. To get the words flowing, I took inspiration from ways I might describe some of my relatives during a holiday gathering…
prefixes: [
'Loving',
'Drunk',
'Chatty',
'Merry',
'Creepy',
'Introspective',
'Cheerful',
'Awkward',
'Unrelatable',
'Hungry',
...
]
When you refresh Chrome, you should see one of these words prefixed before your friend’s name. Voila!
Step 3: Choose your color palette
Real talk: I’m bad at choosing color palettes, so I have a trick up my sleeve that I want to share with you. If you’ve been blessed with the gift of color aptitude, skip ahead.
How to choose colors
To create a color palette, I start by going to a Coolors.co, and I hit the spacebar until I find a palette that I like. We need a wide gamut of hues for our palette, so lock down colors you like and keep hitting the spacebar until you find a nice, full range. You can use as many or as few colors as you like.
Copy these colors into your swatches in Adobe Illustrator. They’ll be the base for any illustrations you create later.
Now you need a set of background colors. Here’s my trick to making these consistent with your illustration palette without completely blending in. Use the “Adjust Palette” tool in Coolors to dial up the brightness a few notches, and the saturation down just a tad to remove any neon effect. These will be your background colors.
Add your background colors to config.js
Copy your hex codes into the bgColors array in config.js.
bgColors: [
'#FFDD77',
'#FF8E72',
'#ED5E84',
'#4CE0B3',
'#9893DA',
...
]
Now when you go back to Chrome and refresh the page, you’ll see your new palette!
Step 4: Accessorize
This is the fun part. We’re going to illustrate objects, accessories, lizards—whatever you want—and layer them on top of your friends.
Your objects will be categorized into groups, and one option from each group will be randomly chosen each time you load the page. Think of a group like “hats” or “glasses”. This will allow combinations of accessories to show at once, without showing two of the same type on the same person.
Create a group of accessories
To get started, open up Illustrator and create a new artboard out of the template. Think of a group of objects that you can riff on. I found hats to be a good place to start. If you don’t feel like illustrating, you can use cut-out images instead.
Next, follow the same steps as you did when you exported the faces. Here they are again:
Turn the Template layer off and export the images as PNGs.
In the Export dialog, tick the “Use Artboards” checkbox and enter the range with your hats.
Export at 72ppi to keep things running fast.
Save your images into the images/ folder in your project.
Add your accessories to config.js
In config.js, add a new key to the customProps object that describes the group of accessories that you just created. Its value should be an array of the filepaths to your images. This is my hats array:
customProps: {
hats: [
'images/hat_crown.png',
'images/hat_santa.png',
'images/hat_tophat.png',
'images/hat_antlers.png'
]
}
Refresh Chrome and behold, accessories!
Create as many more accessories as you want
Repeat the steps above to create as many groups of accessories as you want. I went on to make glasses and hairstyles, so my final illustrator file looks like this:
The last step is adding your new groups to the config object. List your groups in the order that you want them to be stacked in the DOM. My final output will be hair, then hats, then glasses:
customProps: {
hair: [
'images/hair_bowl.png',
'images/hair_bob.png'
],
hats: [
'images/hat_crown.png',
'images/hat_santa.png',
'images/hat_tophat.png',
'images/hat_antlers.png'
],
glasses: [
'images/glasses_aviators.png',
'images/glasses_monacle.png'
]
}
And, there you have it! Randomly generated friends with random accessories.
Feel free to go much crazier than I did. I considered adding a whole group of animals in celebration of the new season of Planet Earth, or even adding Sir David Attenborough himself, or doing a bit of role reversal and featuring the animals with little safari hats! But I digress…
Step 5: Publish it
It’s time to put this in your new tabs! You have two options:
Publish it as a Chrome extension in the Chrome Web Store.
Host it as a website and point to it with the New Tab Redirect extension.
Today, we’re going to cover Option #1 because I want to show you how to make the simplest Chrome extension possible. However, I recommend Option #2 if you want to keep your project private. Every Chrome extension that you publish is made publicly available, so unless your friends want their faces published to an extension that anyone can use, I’d suggest sticking to Option #2.
How to make a simple Chrome extension to replace the new tab page
All you need to do to make your project into a Chrome extension is add a manifest.json file to the root of your project with the following contents. There are plenty of other properties that you can add to your manifest file, but these are the only ones that are required for a new tab replacement:
{
"manifest_version": 2,
"name": "Your extension name",
"version": "1.0",
"chrome_url_overrides" : {
"newtab": "index.html"
}
}
To test your extension, you’ll need to run it in Developer Mode. Here’s how to do that:
Go to the Extensions page in Chrome by navigating to chrome://extensions/.
Tick the checkbox in the upper-right corner labelled “Developer Mode”.
Click “Load unpacked extension…” and select this project.
If everything is running smoothly, you should see your project when you open a new tab. If there are any errors, they should appear in a yellow box on the Extensions page.
Voila! Like I said, this is a very light example of a Chrome extension, but Google has tons of great documentation on how to take things further. Check it out and see what inspires you.
Share the love
Now that you know how to make a new tab extension, go forth and create! But wield your power responsibly. New tabs are opened so often that they’ve become a part of everyday life–just consider how many tabs you opened today. Some people prefer to-do lists in their tabs, and others prefer cats.
At the end of the day, let’s make something that makes us happy. Cheers! |
2016 |
Leslie Zacharkow |
lesliezacharkow |
2016-12-08T00:00:00+00:00 |
https://24ways.org/2016/how-to-make-a-chrome-extension/ |
code |
| 309 |
HTTP/2 Server Push and Service Workers: The Perfect Partnership |
Being a web developer today is exciting! The web has come a long way since its early days and there are so many great technologies that enable us to build faster, better experiences for our users. One of these technologies is HTTP/2 which has a killer feature known as HTTP/2 Server Push.
During this year’s Chrome Developer Summit, I watched a really informative talk by Sam Saccone, a Software Engineer on the Google Chrome team. He gave a talk entitled Planning for Performance, and one of the topics that he covered immediately piqued my interest; the idea that HTTP/2 Server Push and Service Workers were the perfect web performance combination.
If you’ve never heard of HTTP/2 Server Push before, fear not - it’s not as scary as it sounds. HTTP/2 Server Push simply allows the server to send data to the browser without having to wait for the browser to explicitly request it first. In this article, I am going to run through the basics of HTTP/2 Server Push and show you how, when combined with Service Workers, you can deliver the ultimate in web performance to your users.
What is HTTP/2 Server Push?
When a user navigates to a URL, a browser will make an HTTP request for the underlying web page. The browser will then scan the contents of the HTML document for any assets that it may need to retrieve such as CSS, JavaScript or images. Once it finds any assets that it needs, it will then make multiple HTTP requests for each resource that it needs and begin downloading one by one. While this approach works well, the problem is that each HTTP request means more round trips to the server before any data arrives at the browser. These extra round trips take time and can make your web pages load slower.
Before we go any further, let’s see what this might look like when your browser makes a request for a web page. If you were to view this in the developer tools of your browser, it might look a little something like this:
As you can see from the image above, once the HTML file has been downloaded and parsed, the browser then makes HTTP requests for any assets that it needs.
This is where HTTP/2 Server Push comes in. The idea behind HTTP/2 Server Push is that when the browser requests a web page from the server, the server already knows about all the assets that are needed for the web page and “pushes” it to browser. This happens when the first HTTP request for the web page takes place and it eliminates an extra round trip, making your site faster.
Using the same example above, let’s “push” the JavaScript and CSS files instead of waiting for the browser to request them. The image below gives you an idea of what this might look like.
Whoa, that looks different - let’s break it down a little. Firstly, you can see that the JavaScript and CSS files appear earlier in the waterfall chart. You might also notice that the loading times for the files are extremely quick. The browser doesn’t need to make an extra HTTP request to the server, instead it receives the critical files it needs all at once. Much better!
There are a number of different approaches when it comes to implementing HTTP/2 Server Push. Adoption is growing and many commercial CDNs such as Akamai and Cloudflare already offer support for Server Push. You can even roll your own implementation depending on your environment. I’ve also previously blogged about building a basic HTTP/2 Server Push example using Node.js. In this post, I’m not going to dive into how to implement HTTP/2 Server Push as that is an entire post in itself! However, I do recommend reading this article to find out more about the inner workings.
HTTP/2 Server Push is awesome, but it isn’t a magic bullet. It is fantastic for improving the load time of a web page when it first loads for a user, but it isn’t that great when they request the same web page again. The reason for this is that HTTP/2 Server Push is not cache “aware”. This means that the server isn’t aware about the state of your client. If you’ve visited a web page before, the server isn’t aware of this and will push the resource again anyway, regardless of whether or not you need it. HTTP/2 Server Push effectively tells the browser that it knows better and that the browser should receive the resources whether it needs them or not. In theory browsers can cancel HTTP/2 Server Push requests if they’re already got something in cache but unfortunately no browsers currently support it. The other issue is that the server will have already started to send some of the resource to the browser by the time the cancellation occurs.
HTTP/2 Server Push & Service Workers
So where do Service Workers fit in? Believe it or not, when combined together HTTP/2 Server Push and Service Workers can be the perfect web performance partnership. If you’ve not heard of Service Workers before, they are worker scripts that run in the background of your website. Simply put, they act as middleman between the client and the browser and enable you to intercept any network requests that come and go from the browser. They are packed with useful features such as caching, push notifications, and background sync. Best of all, they are written in JavaScript, making it easy for web developers to understand.
Using Service Workers, you can easily cache assets on a user’s device. This means when a browser makes an HTTP request for an asset, the Service Worker is able to intercept the request and first check if the asset already exists in cache on the users device. If it does, then it can simply return and serve them directly from the device instead of ever hitting the server.
Let’s stop for a second and analyse what that means. Using HTTP/2 Server Push, you are able to push critical assets to the browser before the browser requests them. Then, using Service Workers you are able to cache these resources so that the browser never needs to make a request to the server again. That means a super fast first load and an even faster second load!
Let’s put this into action. The following HTML code is a basic web page that retrieves a few images and two JavaScript files.
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<title>HTTP2 Push Demo</title>
</head>
<body>
<h1>HTTP2 Push</h1>
<img src="./images/beer-1.png" width="200" height="200" />
<img src="./images/beer-2.png" width="200" height="200" />
<br>
<br>
<img src="./images/beer-3.png" width="200" height="200" />
<img src="./images/beer-4.png" width="200" height="200" />
<!-- Scripts -->
<script async src="./js/promise.min.js"></script>
<script async src="./js/fetch.js"></script>
<script>
// Register the service worker
if ('serviceWorker' in navigator) {
navigator.serviceWorker.register('./service-worker.js').then(function(registration) {
// Registration was successful
console.log('ServiceWorker registration successful with scope: ', registration.scope);
}).catch(function(err) {
// registration failed :(
console.log('ServiceWorker registration failed: ', err);
});
}
</script>
</body>
</html>
In the HTML code above, I am registering a Service Worker file named service-worker.js. In order to start caching assets, I am going to use the Service Worker toolbox . It is a lightweight helper library to help you get started creating your own Service Workers. Using this library, we can actually cache the base web page with the path /push.
The Service Worker Toolbox comes with a built-in routing system which is based on the same routing as Express. With just a few lines of code, you can start building powerful caching patterns.
I’ve add the following code to the service-worker.js file.
(global => {
'use strict';
// Load the sw-toolbox library.
importScripts('/js/sw-toolbox/sw-toolbox.js');
// The route for any requests
toolbox.router.get('/push', global.toolbox.fastest);
toolbox.router.get('/images/(.*)', global.toolbox.fastest);
toolbox.router.get('/js/(.*)', global.toolbox.fastest);
// Ensure that our service worker takes control of the page as soon as possible.
global.addEventListener('install', event => event.waitUntil(global.skipWaiting()));
global.addEventListener('activate', event => event.waitUntil(global.clients.claim()));
})(self);
Let’s break this code down further. Around line 4, I am importing the Service Worker toolbox. Next, I am specifying a route that will listen to any requests that match the URL /push. Because I am also interested in caching the images and JavaScript for that page, I’ve told the toolbox to listen to these routes too.
The best thing about the code above is that if any of the assets exist in cache, we will instantly return the cached version instead of waiting for it to download. If the asset doesn’t exist in cache, the code above will add it into cache so that we can retrieve it when it’s needed again.
You may also notice the code global.toolbox.fastest - this is important because gives you the compromise of fulfilling from the cache immediately, while firing off an additional HTTP request updating the cache for the next visit.
But what does this mean when combined with HTTP/2 Server Push? Well, it means that on the first load of the web page, you are able to “push” everything to the user at once before the browser has even requested it. The Service Worker activates and starts caching the assets on the users device. The next time a user visits the page, the Service Worker will intercept the request and serve the asset directly from cache. Amazing!
Using this technique, the waterfall chart for a repeat visit should look like the image below.
If you look closely at the image above, you’ll notice that the web page returns almost instantly without ever making an HTTP request over the network. Using the Service Worker library, we cached the base page for the route /push, which allowed us to retrieve this directly from cache.
Whether used on their own or combined together, the best thing about these two features is that they are the perfect progressive enhancement. If your user’s browser doesn’t support them, they will simply fall back to HTTP/1.1 without Service Workers. Your users may not experience as fast a load time as they would with these two techniques, but it would be no different from their normal experience. HTTP/2 Server Push and Service Workers are really the perfect partners when it comes to web performance.
Summary
When used correctly, HTTP/2 Server Push and Service Workers can have a positive impact on your site’s load times. Together they mean super fast first load times and even faster repeat views to a web page. Whilst this technique is really effective, it’s worth noting that HTTP/2 push is not a magic bullet. Think about the situations where it might make sense to use it and don’t just simply “push” everything; it could actually lead to having slower page load times. If you’d like to learn more about the rules of thumb for HTTP/2 Server Push, I recommend reading this article for more information.
All of the code in this example is available on my Github repo - if you have any questions, please submit an issue and I’ll get back to you as soon as possible.
If you’d like to learn more about this technique and others relating to HTTP/2, I highly recommend watching Sam Saccone’s talk at this years Chrome Developer Summit.
I’d also like to say a massive thank you to Robin Osborne, Andy Davies and Jeffrey Posnick for helping me review this article before putting it live! |
2016 |
Dean Hume |
deanhume |
2016-12-15T00:00:00+00:00 |
https://24ways.org/2016/http2-server-push-and-service-workers/ |
code |
| 310 |
Fairytale of new Promise |
There are only four good Christmas songs.
I know, yeah, JavaScript or whatever. We’ll get to that in a minute, I promise.
First—and I cannot stress this enough— there are four good Christmas songs. You’re free to disagree with me here, of course, but please try to understand that you will be wrong.
They don’t all have the most safe-for-work titles; I can’t list all of them here, but if you choose to let your fingers do the walkin’ to your nearest search engine, I will say that one was released by the band FEAR way back in 1982 and one was on Run the Jewels’ self-titled debut album. The lyrics are a hell of a lot worse than the titles, so maybe wait until you get home from work before you queue them up. Wear headphones, if you’ve got thin walls.
For my money, though, the two I can reference by name are the top of that small heap: Tom Waits’ Christmas Card from a Hooker in Minneapolis, and The Pogues’ Fairytale of New York. The former once held the honor of being the only good Christmas song—about which which I was also unequivocally correct, right up until I changed my mind. It’s not the song up for discussion today, but feel free to familiarize yourself just the same—I’ll wait.
Fairytale of New York—the top of the list—starts out by hinting at some pretty standard holiday fare; dreams and cheer and whatnot. Typical seasonal stuff, so long as you ignore that the story seems to be recounted as a drunken flashback in a jail cell. You can probably make a few guesses at the underlying spirit of the song based on that framing: following a lucky break, our bright-eyed protagonists move to New York in search of fame and fortune, only to quickly descend into bad decisions, name-calling, and vaguely festive chaos.
This song speaks to me on a couple of levels, not the least of which is as a retelling of my day-to-day interactions with JavaScript. Each day’s melody might vary a little bit, granted, but the lyrics almost always follow a pretty clear arc toward “PARENTAL ADVISORY: EXPLICIT CONTENT.” You might have heard a similar tune yourself; it goes a little somethin’ like setTimeout(function() { console.log( "this should be happening last" ); }, 1000); . Callbacks are calling callbacks calling callbacks and something is happening somewhere, as the JavaScript interpreter plods through our code start-to-finish, line-by-line, step-by-step. If we need to take actions based on the results of something that could take its sweet time resolving, well, we’d better fiddle with the order of things to make sure those actions don’t happen too soon.
“But I can see a better time,” as the song says, “when all our dreams come true.” So, with that Pogues brand of holiday spirit squarely in mind—by which I mean that your humble narrator is almost certainly drunk, and may be incarcerated at the time of publication—gather ’round for a story of hope, of hardships, of semi-asynchronous JavaScript programming, and ultimately: of Promise unfulfilled.
The Main Thread
JavaScript is single-minded, in a manner of speaking. Anything we tell the JavaScript runtime to do goes into a single-file queue; you’ll see it referred to as the “main thread,” or “UI thread.” That thread can be shared by a number of critical browser processes, like rendering and re-rendering parts of the page, and user interactions ranging from the simple—say, highlighting text—to the more complex—interacting with form elements.
If that sounds a little scary to you, well, that’s because it is. The more complex our scripts, the more we’re cramming into that single-file main thread, to be processed along with—say—some of our CSS animations. Too much JavaScript clogging up the main thread means a lot of user-facing performance jankiness. Getting away from that single thread is a big part of all the excitement around Web Workers, which allow us to offload entire scripts into their own dedicated background threads—though not without limitations of their own. Outside of Web Workers, that everything-thread is the only game in town: scripts executed one thing at a time, functions calling functions calling functions, taking numbers and crowding up the same deli counter as a user’s interactions—which, in this already strained metaphor, would be ham, I guess?
Asynchronous JavaScript
Now, those queued actions may include asynchronous things. For example: AJAX callbacks, setTimeout/setInterval, and addEventListener won’t block the main thread while we’re waiting for a request to come back, a timer to tick away, or an event to trigger. Once those things do kick in, though, the actions they’re meant to perform will get shuffled right back into that single-thread queue.
There are a couple of places you might have written asynchronously-fired JavaScript, even if you’re not super familiar with the overarching concept: XMLHttpRequest—“AJAX,” if ya nasty—or just kicking off a function once a user triggers a click or mouseenter event. Event-driven development is writ a little larger, with the overall flow of the script dictated by events, both internal and external. Writing event-driven JavaScript applications is a step in the right direction for sure—it won’t cure what ails the main thread, but it does work with the medium in a reasonable way. Event-driven development allows us to manage our use of the main thread in a way that makes sense. If any of this rings a bell for you, the motivation for Promises should feel familiar.
For example, a custom init event might kick things off, and fire a create event that applies our classes and restructures our markup which, on completion, fires a bindEvents event to handle all the event listeners for user interaction. There might not sound like much difference between that and one big function that kicks off, manipulates the DOM, and binds our events line-by-line—but in a script of sufficient size and complexity we’re not only provided with a decoupled flow through the script, but obvious touchpoints for future updates and a predictable structure for ongoing maintenance.
This pattern falls apart a little where we were still creating, binding, and listening for events in the same top-to-bottom, one-item-at-a-time way—we had to set a listener on a given object before the event fires, or nothing would happen:
// Create the event:
var event = document.createEvent( "Event" );
// Name the event:
event.initEvent( "doTheStuff", true, true );
// Listen for the custom `doTheStuff` event on `window`:
window.addEventListener( "doTheStuff", initializeEverything );
// Fire the custom event
window.dispatchEvent( event );
This example is a little contrived, and this stuff is a lot more manageable for sure with the addition of a framework, but that’s the basic gist: create and name the event, add a listener for the event, and—after setting our listener—dispatch the event.
Events and callbacks aren’t the only game in town for weaving our way in and out of the main thread, though—at least, not anymore.
Promises
A Promise is, at the risk of sounding sentimental, pure potential—an empty container into which a value eventually results. A Promise can exist in several states: “pending,” while the computation they contain is being performed or “resolved” once that computation is complete. Once resolved, a Promise is “fulfilled” if it gave us back something we expect, or “rejected” if it didn’t.
The Promise constructor accepts a callback with two arguments: resolve and reject. We perform an action—asynchronous or otherwise—within that callback. If everything in there has gone according to plan, we call resolve. If something has gone awry, we call reject—with an error, conventionally. To illustrate, let’s tack something together with a pretty decent chance of doing what we don’t want: a promise meant only to give us the number 1, but has a chance of giving us back a 2. No reasonable person would ever do this, of course, but I wouldn’t necessarily put it past me.
var promisedOne = new Promise( function( resolve, reject ) {
var coinToss = Math.floor( Math.random() * 2 ) + 1;
if( coinToss === 1 ) {
resolve( coinToss );
} else {
reject( new Error( "That ain’t a one." ) );
}
});
There’s nothing too surprising in there, after you boil it all down. It’s a little return-y, with the exception that we’re flagging results as “as expected” or “something went wrong.”
Tapping into that Promise uses another new keyword: then—and as someone who attempts to make sense of JavaScript by breaking it down to plain ol’ human-language, I’m a big fan of this syntax. then is tacked onto our Promise identifier, and does just what it says on the tin: once the Promise is resolved, then do one of two things, both supplied as callbacks: the first in the case of a fulfilled promise, and the second in the case of a rejected one. Those two callbacks will have, as arguments, the results we specified with resolve orreject, respectively. It sounds like a lot in prose, but in code it’s a pretty simple pattern:
promisedOne.then( function( result ) {
console.log( result );
}, function( error ) {
console.error( error );
});
If you’ve spent any time working with AJAX—jQuery-wise, in particular—you’ve seen something like this pattern before: a success callback and an error callback. The state of a promise, once fulfilled or rejected, cannot be changed—any reference we make to promisedOne will have a single, fixed result.
It may not look like too much the way I’m using it here, but it’s powerful stuff—a pattern for asynchronously resolving anything. I’ve recently used Promises alongside a script that emulates Font Load Events, to apply webfonts asynchronously and avoid a potential performance hit. Font Face Observer allows us to, as the name implies, determine when the files referenced by our @font-face rules have finished loading.
var fontObserver = new FontFaceObserver( "Fancy Font" );
fontObserver.check().then(function() {
document.documentElement.className += " fonts-loaded";
}, function( error ) {
console.error( error );
});
fontObserver.check() gives us back a Promise, allowing us to chain on a then containing our callbacks for success and failure. We use the fulfilled callback to bolt a class onto the page once the font file has been fully transferred. We don’t bother including an argument in the first function, since we don’t care about the result itself so much as we care that the promise resolved without error—we’re not doing anything with the resolved value, just adding a class to the page. We do include the error argument, since we’ll want to know what happened should something go wrong.
Now, this isn’t the tidiest syntax around—at least to my eyes—with those two functions just kinda floating in a then. Luckily there’s an similar alternative syntax; one that I find a bit easier to parse at-a-glance:
fontObserver.check()
.then(function() {
document.documentElement.className += " fonts-loaded";
})
.catch(function( error ) {
console.log( error );
});
The first callback inside then provides us with our success state, while the catch provides us with a single, explicit “something went wrong” callback. The two syntaxes aren’t completely identical in all situations, but for a simple case like this, I find it a little neater.
The Common Thread
I guess I still owe you an explanation, huh. Not about the JavaScript-whatever; I think I’ve explained that plenty. No, I mean Fairytale of New York, and why it’s perched up there at the top of the four (4) song heap.
Fairytale is a sad song, ostensibly. If you follow the main thread—start to finish, line-by-line, step by step— Fairytale is a sad song. And I can see you out there, visions of Die Hard dancing in your heads: “but is it a Christmas song?”
Well, for my money, nothing says “holidays” quite like unreliable narration.
Shane MacGowan, the song’s author, has placed the first verse about “Christmas Eve in the drunk tank” as happening right after the “lucky one, came in eighteen-to-one”—not at the chronological end of the story. That means the song might not be mostly drunken flashback, but all of it a single, overarching flashback including a Christmas Eve in protective custody. It could be that the man and woman are, together, recounting times long past—good times and bad times—maybe not even in chronological order. Hell, the “NYPD Choir” mentioned in the chorus? There’s no such thing.
We’re not big Christmas folks, my family and I. But just the same, every year, the handful of us get together, and every year—like clockwork—there’s a lull in conversation, there’s a sharp exhale, and Ma says “we all made it.” Not to a house, not to a dinner, but through another year, to another Christmas. At this point, without fail, someone starts telling a story—and one begets another, and so on. Sometimes the stories are happy, sometimes they’re sad, more often than not they’re both. Some are about things we were lucky to walk away from, some are about a time when another one of us didn’t.
Start-to-finish, line-by-line, step-by-step, the main thread through the year doesn’t change, and maybe there isn’t a whole lot we can do to change it. But by carefully weaving our way in and out of that thread—stories all out of sync and resolving one way or the other, with the results determined by questionably reliable narrators—we can change the way we interact with it and, little by little, we can start making sense of it. |
2016 |
Mat Marquis |
matmarquis |
2016-12-19T00:00:00+00:00 |
https://24ways.org/2016/fairytale-of-new-promise/ |
code |
| 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 |
| 312 |
Preparing to Be Badass Next Year |
Once we’ve eaten our way through the holiday season, people will start to think about new year’s resolutions. We tend to focus on things that we want to change… and often things that we don’t like about ourselves to “fix”. We set rules for ourselves, or try to start new habits or stop bad ones. We focus in on things we will or won’t do.
For many of us the list of things we “ought” to be spending time on is just plain overwhelming – family, charity/community, career, money, health, relationships, personal development.
It’s kinda scary even just listing it out, isn’t it? I want to encourage you to think differently about next year.
The ever-brilliant Kathy Sierra articulates a better approach really well when talking about the attitude we should have to building great products. She tells us to think not about what the user will do with our product, but about what they are trying to achieve in the real world and how our product helps them to be badass1.
When we help the user be badass, then we are really making a difference.
I suppose this is one way of saying: focus not on what you will do, focus on what it will help you achieve. How will it help you be awesome?
In what ways do you want to be more badass next year?
A professional lens
Though of course you might want to focus in on health or family or charity or community or another area next year, many people will want to become more badass in their chosen career.
So let’s talk about a scaffold to help you figure out your professional / career development next year.
First up, an assumption: everyone wants to be awesome. Nobody gets up in the morning aiming to be crap at their job. Nobody thinks to themselves “Today I am aiming for just south of mediocre, and if I can mess up everybody else’s ability to do good work then that will be just perfect2”.
Ergo, you want to be awesome. So what does awesome look like?
Danger!
The big trap that people fall into when think about their professional development is to immediately focus on the things that they aren’t good at. When you ask people “what do you want to work on getting better at next year?” they frequently gravitate to the things that they believe they are bad at.
Why is this a trap? Because if you focus all your time and energy on improving the areas that you suck at, you are going to end up middling at everything. Going from bad → mediocre at a given skill / behaviour takes a bunch of time and energy. So if you spend all your time going from bad → mediocre at things, what do you think you end up? That’s right, mediocre.
Mediocrity is not a great career goal, kids.
What do you already rock at?
The much better investment of time and energy is to go from good → awesome. It often takes the same amount of relative time and energy, but wow the end result is better! So first, ask yourself and those who know you well what you are already pretty damn good at. Combat imposter syndrome by asking others.
Then figure out how to double down on those things. What does brilliant look like for a given skill? What’s the knowledge or practice that you need to level yourself up even further in that thing?
But what if I really really suck?
Admittedly, sometimes something you suck at really is holding you back. But it’s important to separate out weaknesses (just something you suck at) from controlling weaknesses (something you suck at that actually matters for your chosen career).
If skill x is just not an important thing for you to be good at, you may never need to care that you aren’t good at it. If your current role or the one you aspire to next really really requires you to be great at x, then it’s worth investing your time and energy (and possibly money too) getting better at it.
So when you look at the things that you aren’t good at, which of those are actually essential for success?
The right ratio
A good rule of thumb is to pick three things you are already good at to work on becoming awesome at and limit yourself to one weakness that you are trying to improve on. That way you are making sure that you get to awesome in areas where you already have an advantage, and limit the amount of time you are spending on going from bad → mediocre.
Levelling up learning
So once you’ve figured out your areas you want to focus on next year, what do you actually decide to do?
Most of all, you should try to design your day-to-day work in a way that it is also an effective learning experience. This means making sure you have a good feedback loop – you get to try something, see if it works, learn from it, rinse and repeat.
It’s also about balance: you want to be challenged enough for work to be interesting, without it being so hard it’s frustrating. You want to do similar / the same things often enough that you get to learn and improve, without it being so repetitive that it’s boring.
Continuously getting better at things you are already good at is actually both easier and harder than it sounds. The advantage is that it’s pretty easy to add the feedback loop to make sure that you are improving; the disadvantage is that you’re already good at these skills so you could easily just “do” without ever stopping to reflect and improve. Build in time for personal retrospectives (“What went well? What didn’t? What one thing will I choose to change next time?”) and find a way of getting feedback from outside sources as well.
As for the new skills, it’s worth knowing that skill development follows a particular pattern:
We all start out unconsciously incompetent (we don’t know what to do and if we tried we’d unwittingly get it wrong), progress on to conscious incompetence (we now know we’re doing it wrong) then conscious competence (we’re doing it right but wow it takes effort and attention) and eventually get to unconscious competence (automatically getting it right).
Your past experiences and knowledge might let you move faster through these stages, but no one gets to skip them. Invest the time and remember you need the feedback loop to really improve.
What about keeping up?
Everything changes very fast in our industry. We need to invest in not falling behind, in keeping on top of what great looks like. There are a bunch of ways to do this, from reading blog posts, following links on Twitter, reading books to attending conferences or workshops, or just finding time to build things in new ways or with new technologies.
Which will work best for you depends on how you best learn. Do you prefer to swallow a book? Do you learn most by building or experimenting?
Whatever your learning style though, remember that there are three real needs:
Scan the landscape (what’s changing, does it matter)
Gain the knowledge or skills (get the detail)
Apply the knowledge or skills (use it in reality)
When you remember that you need all three of these things it can help you get more of what you do.
For me personally, I use a combination of conferences and blogs / Twitter to scan the landscape. Half of what I want out of a conference is just a list of things to have on my radar that might become important. I then pick a couple of things to go read up on more (I personally learn most effectively by swallowing a book or spec or similar). And then I pick one thing at a time to actually apply in real life, to embed the skill / knowledge.
In summary
Aim to be awesome (mediocrity is not a career goal).
Figure out what you already rock at.
Only care about stuff you suck at that matters for your career.
Pick three things to go from good → awesome and one thing to go from bad → mediocre (or mediocre → good) this year.
Design learning into your daily work.
Scan the landscape, learn new stuff, apply it for real.
Be badass!
She wrote a whole book about it. You should read it: Badass: Making Users Awesome ↩
Before you argue too vehemently: I suppose some antisocial sociopathic bastards do exist. Identify them, and then RUN AWAY FAST AS YOU CAN #realtalk ↩ |
2016 |
Meri Williams |
meriwilliams |
2016-12-22T00:00:00+00:00 |
https://24ways.org/2016/preparing-to-be-badass-next-year/ |
business |
| 193 |
Web Content Accessibility Guidelines—for People Who Haven't Read Them |
I’ve been a huge fan of the Web Content Accessibility Guidelines 2.0 since the World Wide Web Consortium (W3C) published them, nine years ago. I’ve found them practical and future-proof, and I’ve found that they can save a huge amount of time for designers and developers. You can apply them to anything that you can open in a browser. My favourite part is when I use the guidelines to make a website accessible, and then attend user-testing and see someone with a disability easily using that website.
Today, the United Nations International Day of Persons with Disabilities, seems like a good time to re-read Laura Kalbag’s explanation of why we should bother with accessibility. That should motivate you to devour this article.
If you haven’t read the Web Content Accessibility Guidelines 2.0, you might find them a bit off-putting at first. The editors needed to create a single standard that countries around the world could refer to in legislation, and so some of the language in the guidelines reads like legalese. The editors also needed to future-proof the guidelines, and so some terminology—such as “time-based media” and “programmatically determined”—can sound ambiguous. The guidelines can seem lengthy, too: printing the guidelines, the Understanding WCAG 2.0 document, and the Techniques for WCAG 2.0 document would take 1,200 printed pages.
This festive season, let’s rip off that legalese and ambiguous terminology like wrapping paper, and see—in a single article—what gifts the Web Content Accessibility Guidelines 2.0 editors have bestowed upon us.
Can your users perceive the information on your website?
The first guideline has criteria that help you prevent your users from asking “What the **** is this thing here supposed to be?”
1.1.1 Text is the most accessible format for information. Screen readers—such as the “VoiceOver” setting on your iPhone or the “TalkBack” app on your Android phone—understand text better than any other format. The same applies for other assistive technology, such as translation apps and Braille displays. So, if you have anything on your webpage that’s not text, you must add some text that gives your user the same information. You probably know how to do this already; for example:
for images in webpages, put some alternative text in an alt attribute to tell your user what the image conveys to the user;
for photos in tweets, add a description to make the images accessible;
for Instagram posts, write a caption that conveys the photo’s information.
The alternative text should allow the user to get the same information as someone who can see the image. For websites that have too many images for someone to add alternative text to, consider how machine learning and Dynamically Generated Alt Text might—might—be appropriate.
You can probably think of a few exceptions where providing text to describe an image might not make sense. Remember I described these guidelines as “practical”? They cover all those exceptions:
User interface controls such as buttons and text inputs must have names or labels to tell your user what they do.
If your webpage has video or audio (more about these later on!), you must—at least—have text to tell the user what they are.
Maybe your webpage has a test where your user has to answer a question about an image or some audio, and alternative text would give away the answer. In that case, just describe the test in text so your users know what it is.
If your webpage features a work of art, tell your user the experience it evokes.
If you have to include a Captcha on your webpage—and please avoid Captchas if at all possible, because some users cannot get past them—you must include text to tell your user what it is, and make sure that it doesn’t rely on only one sense, such as vision.
If you’ve included something just as decoration, you must make sure that your user’s assistive technology can ignore it. Again, you probably know how to do this. For example, you could use CSS instead of HTML to include decorative images, or you could add an empty alt attribute to the img element. (Please avoid that recent trend where developers add empty alt attributes to all images in a webpage just to make the HTML validate. You’re better than that.)
(Notice that the guidelines allow you to choose how to conform to them, with whatever technology you choose. To make your website conform to a guideline, you can either choose one of the techniques for WCAG 2.0 for that guideline or come up with your own. Choosing a tried-and-tested technique usually saves time!)
1.2.1 If your website includes a podcast episode, speech, lecture, or any other recorded audio without video, you must include a transcription or some other text to give your user the same information. In a lot of cases, you might find this easier than you expect: professional transcription services can prove relatively inexpensive and fast, and sometimes a speaker or lecturer can provide the speech or lecture notes that they read out word-for-word. Just make sure that all your users can get the same information and the same results, whether they can hear the audio or not. For example, David Smith and Marco Arment always publish episode transcripts for their Under the Radar podcast.
Similarly, if your website includes recorded video without audio—such as an animation or a promotional video—you must either use text to detail what happens in the video or include an audio version. Again, this might work out easier then you perhaps fear: for example, you could check to see whether the animation started life as a list of instructions, or whether the promotional video conveys the same information as the “About Us” webpage. You want to make sure that all your users can get the same information and the same results, whether they can see that video or not.
1.2.2 If your website includes recorded videos with audio, you must add captions to those videos for users who can’t hear the audio. Professional transcription services can provide you with time-stamped text in caption formats that YouTube supports, such as .srt and .sbv. You can upload those to YouTube, so captions appear on your videos there. YouTube can auto-generate captions, but the quality varies from impressively accurate to comically inaccurate. If you have a text version of what the people in the video said—such as the speech that a politician read or the bedtime story that an actor read—you can create a transcript file in .txt format, without timestamps. YouTube then creates captions for your video by synchronising that text to the audio in the video. If you host your own videos, you can ask a professional transcription service to give you .vtt files that you can add to a video element’s track element—or you can handcraft your own. (A quick aside: if your website has more videos than you can caption in a reasonable amount of time, prioritise the most popular videos, the most important videos, and the videos most relevant to people with disabilities. Then make sure your users know how to ask you to caption other videos as they encounter them.)
1.2.3 If your website has recorded videos that have audio, you must add an “audio description” narration to the video to describe important visual details, or add text to the webpage to detail what happens in the video for users who cannot see the videos. (I like to add audio files from videos to my Huffduffer account so that I can listen to them while commuting.) Maybe your home page has a video where someone says, “I’d like to explain our new TPS reports” while “Bill Lumbergh, division Vice President of Initech” appears on the bottom of the screen. In that case, you should add an audio description to the video that announces “Bill Lumbergh, division Vice President of Initech”, just before Bill starts speaking. As always, you can make life easier for yourself by considering all of your users, before the event: in this example, you could ask the speaker to begin by saying, “I’m Bill Lumbergh, division Vice President of Initech, and I’d like to explain our new TPS reports”—so you won’t need to spend time adding an audio description afterwards.
1.2.4 If your website has live videos that have some audio, you should get a stenographer to provide real-time captions that you can include with the video. I’ll be honest: this can prove tricky nowadays. The Web Content Accessibility Guidelines 2.0 predate YouTube Live, Instagram live Stories, Periscope, and other such services. If your organisation creates a lot of live videos, you might not have enough resources to provide real-time captions for each one. In that case, if you know the contents of the audio beforehand, publish the contents during the live video—or failing that, publish a transcription as soon as possible.
1.2.5 Remember what I said about the recorded videos that have audio? If you can choose to either add an audio description or add text to the webpage to detail what happens in the video, you should go with the audio description.
1.2.6 If your website has recorded videos that include audio information, you could provide a sign language version of the audio information; some people understand sign language better than written language. (You don’t need to caption a video of a sign language version of audio information.)
1.2.7 If your website has recorded videos that have audio, and you need to add an audio description, but the audio doesn’t have enough pauses for you to add an “audio description” narration, you could provide a separate version of that video where you have added pauses to fit the audio description into.
1.2.8 Let’s go back to the recorded videos that have audio once more! You could add text to the webpage to detail what happens in the video, so that people who can neither read captions nor hear dialogue and audio description can use braille displays to understand your video.
1.2.9 If your website has live audio, you could get a stenographer to provide real-time captions. Again, if you know the contents of the audio beforehand, publish the contents during the live audio or publish a transcription as soon as possible.
(Congratulations on making it this far! I know that seems like a lot to remember, but keep in mind that we’ve covered a complex area: helping your users to understand multimedia information that they can’t see and/or hear. Grab a mince pie to celebrate, and let’s keep going.)
1.3.1 You must mark up your website’s content so that your user’s browser, and any assistive technology they use, can understand the hierarchy of the information and how each piece of information relates to the rest. Once again, you probably know how to do this: use the most appropriate HTML element for each piece of information. Mark up headings, lists, buttons, radio buttons, checkboxes, and links with the most appropriate HTML element. If you’re looking for something to do to keep you busy this Christmas, scroll through the list of the elements of HTML. Do you notice any elements that you didn’t know, or that you’ve never used? Do you notice any elements that you could use on your current projects, to mark up the content more accurately? Also, revise HTML table advanced features and accessibility, how to structure an HTML form, and how to use the native form widgets—you might be surprised at how much you can do with just HTML! Once you’ve mastered those, you can make your website much more usable for your all of your users.
1.3.2 If your webpage includes information that your user has to read in a certain order, you must make sure that their browser and assistive technology can present the information in that order. Don’t rely on CSS or whitespace to create that order visually. Check that the order of the information makes sense when CSS and whitespace aren’t formatting it. Also, try using the Tab key to move the focus through the links and form widgets on your webpage. Does the focus go where you expect it to? Keep this in mind when using order in CSS Grid or Flexbox.
1.3.3 You must not presume that your users can identify sensory characteristics of things on your webpage. Some users can’t tell what you’ve positioned where on the screen. For example, instead of asking your users to “Choose one of the options on the left”, you could ask them to “Choose one of our new products” and link to that section of the webpage.
1.4.1 You must not rely on colour as the only way to convey something to your users. Some of your users can’t see, and some of your users can’t distinguish between colours. For example, if your webpage uses green to highlight the products that your shop has in stock, you could add some text to identify those products, or you could group them under a sub-heading.
1.4.2 If your webpage automatically plays a sound for more than 3 seconds, you must make sure your users can stop the sound or change its volume. Don’t rely on your user turning down the volume on their computer; some users need to hear the screen reader on their computer, and some users just want to keep listening to whatever they were listening before your webpage interrupted them!
1.4.3 You should make sure that your text contrasts enough with its background, so that your users can read it. Bookmark Lea Verou’s Contrast Ratio calculator now. You can enter the text colour and background colour as named colours, or as RGB, RGBa, HSL, or HSLa values. You should make sure that:
normal text that set at 24px or larger has a ratio of at least 3:1;
bold text that set at 18.75px or larger has a ratio of at least 3:1;
all other text has a ratio of at least 4½:1.
You don’t have to do this for disabled form controls, decorative stuff, or logos—but you could!
1.4.4 You should make sure your users can resize the text on your website up to 200% without using their assistive technology—and still access all your content and functionality. You don’t have to do this for subtitles or images of text.
1.4.5 You should avoid using images of text and just use text instead. In 1998, Jeffrey Veen’s first Hot Design Tip said, “Text is text. Graphics are graphics. Don’t confuse them.” Now that you can apply powerful CSS text-styling properties, use CSS Grid to precisely position text, and choose from thousands of web fonts (Jeffrey co-founded Typekit to help with this), you pretty much never need to use images of text. The guidelines say you can use images of text if you let your users specify the font, size, colour, and background of the text in the image of text—but I’ve never seen that on a real website. Also, this doesn’t apply to logos.
1.4.6 Let’s go back to colour contrast for a second. You could make your text contrast even more with its background, so that even more of your users can read it. To do that, use Lea Verou’s Contrast Ratio calculator to make sure that:
normal text that is 24px or larger has a ratio of at least 4½:1;
bold text that 18.75px or larger has a ratio of at least 4½:1;
all other text has a ratio of at least 7:1.
1.4.7 If your website has recorded speech, you could make sure there are no background sounds, or that your users can turn off any background sounds. If that’s not possible, you could make sure that any background sounds that last longer than a couple of seconds are at least four times quieter than the speech. This doesn’t apply to audio Captchas, audio logos, singing, or rapping. (Yes, these guidelines mention rapping!)
1.4.8 You could make sure that your users can reformat blocks of text on your website so they can read them better. To do this, make sure that your users can:
specify the colours of the text and the background, and
make the blocks of text less than 80-characters wide, and
align text to the left (or right for right-to-left languages), and
set the line height to 150%, and
set the vertical distance between paragraphs to 1½ times the line height of the text, and
resize the text (without using their assistive technology) up to 200% and still not have to scroll horizontally to read it.
By the way, when you specify a colour for text, always specify a colour for its background too. Don’t rely on default background colours!
1.4.9 Let’s return to images of text for a second. You could make sure that you use them only for decoration and logos.
Can users operate the controls and links on your website?
The second guideline has criteria that help you prevent your users from asking, “How the **** does this thing work?”
2.1.1 You must make sure that you users can carry out all of your website’s activities with just their keyboard, without time limits for pressing keys. (This doesn’t apply to drawing or anything else that requires a pointing device such as a mouse.) Again, if you use the most appropriate HTML element for each piece of information and for each form element, this should prove easy.
2.1.2 You must make sure that when the user uses the keyboard to focus on some part of your website, they can then move the focus to some other part of your webpage without needing to use a mouse or touch the screen. If your website needs them to do something complex before they can move the focus elsewhere, explain that to your user. These “keyboard traps” have become rare, but beware of forms that move focus from one text box to another as soon as they receive the correct number of characters.
2.1.3 Let’s revisit making sure that you users can carry out all of your website’s activities with just their keyboard, without time limits for pressing keys. You could make sure that your user can do absolutely everything on your website with just the keyboard.
2.2.1 Sometimes people need more time than you might expect to complete a task on your website. If any part of your website imposes a time limit on a task, you must do at least one of these:
let your users turn off the time limit before they encounter it; or
let your users increase the time limit to at least 10 times the default time limit before they encounter it; or
warn your users before the time limit expires and give them at least 20 seconds to extend it, and let them extend it at least 10 times.
Remember: these guidelines are practical. They allow you to enforce time limits for real-time events such as auctions and ticket sales, where increasing or extending time limits wouldn’t make sense. Also, the guidelines allow you to enforce a maximum time limit of 20 hours. The editors chose 20 hours because people need to go to sleep at some stage. See? Practical!
2.2.2 In my experience, this criterion remains the least well-known—even though some users can only use websites that conform to it. If your website presents content alongside other content that can distract users by automatically moving, blinking, scrolling, or updating, you must make sure that your users can:
pause, stop, or hide the other content if it’s not essential and lasts more than 5 seconds; and
pause, stop, hide, or control the frequency of the other content if it automatically updates.
It’s OK if your users miss live information such as stock price updates or football scores; you can’t do anything about that! Also, this doesn’t apply to animations such as progress bars that you put on a website to let all users know that the webpage isn’t frozen.
(If this one sounds complex, just add a pause button to anything that might distract your users.)
2.2.3 Let’s go back to time limits on tasks on your website. You could make your website even easier to use by removing all time limits except those on real-time events such as auctions and ticket sales. That would mean your user wouldn’t need to interact with a timer at all.
2.2.4 You could let your users turn off all interruptions—server updates, promotions, and so on—apart from any emergency information.
2.2.5 This is possibly my favourite of these criteria! After your website logs your user out, you could make sure that when they log in again, they can continue from where they were without having lost any information. Do that, and you’ll be on everyone’s Nice List this Christmas.
2.3.1 You must make sure that nothing flashes more than three times a second on your website, unless you can make sure that the flashes remain below the acceptable general flash and red flash thresholds…
2.3.2 …or you could just make sure that nothing flashes more than three times per second on your website. This is usually an easier goal.
2.4.1 You must make sure that your users can jump past any blocks of content, such as navigation menus, that are repeated throughout your website. You know the drill here: using HTML’s sectioning elements such as header, nav, main, aside, and footer allows users with assistive technology to go straight to the content they need, and adding “Skip Navigation” links allows everyone to get to your main content faster.
2.4.2 You must add a proper title to describe each webpage’s topic. Your webpage won’t even validate without a title element, so make it a useful one.
2.4.3 If your users can focus on links and native form widgets, you must make sure that they can focus on elements in an order that makes sense.
2.4.4 You must make sure that your users can understand the purpose of a link when they read:
the text of the link; or
the text of the paragraph, list item, table cell, or table header for the cell that contains the link; or
the heading above the link.
You don’t have to do that for games and quizzes.
2.4.5 You should give your users multiple ways to find any webpage within a set of webpages. Add site-wide search and a site map and you’re done!
This doesn’t apply for a webpage that is part of a series of actions (like a shopping cart and checkout flow) or to a webpage that is a result of a series of actions (like a webpage confirming that the user has bought what was in the shopping cart).
2.4.6 You should help your users to understand your content by providing:
headings that describe the topics of you content;
labels that describe the purpose of the native form widgets on the webpage.
2.4.7 You should make sure that users can see which element they have focussed on. Next time you use your website, try hitting the Tab key repeatedly. Does it visually highlight each item as it moves focus to it? If it doesn’t, search your CSS to see whether you’ve applied outline: 0; to all elements—that’s usually the culprit. Use the :focus pseudo-element to define how elements should appear when they have focus.
2.4.8 You could help your user to understand where the current webpage is located within your website. Add “breadcrumb navigation” and/or a site map and you’re done.
2.4.9 You could make links even easier to understand, by making sure that your users can understand the purpose of a link when they read the text of the link. Again, you don’t have to do that for games and quizzes.
2.4.10 You could use headings to organise your content by topic.
Can users understand your content?
The third guideline has criteria that help you prevent your users from asking, “What the **** does this mean?”
3.1.1 Let’s start this section with the criterion that possibly takes the least time to implement; you must make sure that the user’s browser can identify the main language that your webpage’s content is written in. For a webpage that has mainly English content, use <html lang="en">.
3.1.2 You must specify when content in another language appears in your webpage, like so: <q>I wish you a <span lang="fr">Joyeux Noël</span>.</q>. You don’t have to do this for proper names, technical terms, or words that you can’t identify a language for. You also don’t have to do it for words from a different language that people consider part of the language around those words; for example, <q>Come to our Christmas rendezvous!</q> is OK.
3.1.3 You could make sure that your users can find out the meaning of any unusual words or phrases, including idioms like “stocking filler” or “Bah! Humbug!” and jargon such as “VoiceOver” and “TalkBack”. Provide a glossary or link to a dictionary.
3.1.4 You could make sure that your users can find out the meaning of any abbreviation. For example, VoiceOver pronounces “Xmas” as “Smas” instead of “Christmas”. Using the abbr element and linking to a glossary can help. (Interestingly, VoiceOver pronounces “abbr” as “abbreviation”!)
3.1.5 Do your users need to be able to read better than a typically educated nine-year-old, to read your content (apart from proper names and titles)? If so, you could provide a version that doesn’t require that level of reading ability, or you could provide images, videos, or audio to explain your content. (You don’t have to add captions or audio description to those videos.)
3.1.6 You could make sure that your users can access the pronunciation of any word in your content if that word’s meaning depends on its pronunciation. For example, the word “close” could have one of two meanings, depending on pronunciation, in a phrase such as, “Ready for Christmas? Close now!”
3.2.1 Some users need to focus on elements to access information about them. You must make sure that focusing on an element doesn’t trigger any major changes, such as opening a new window, focusing on another element, or submitting a form.
3.2.2 Webpages are easier for users when the controls do what they’re supposed to do. Unless you have warned your users about it, you must make sure that changing the value of a control such as a text box, checkbox, or drop-down list doesn’t trigger any major changes, such as opening a new window, focusing on another element, or submitting a form.
3.2.3 To help your users to find the content they want on each webpage, you should put your navigation elements in the same place on each webpage. (This doesn’t apply when your user has changed their preferences or when they use assistive technology to change how your content appears.)
3.2.4 When a set of webpages includes things that have the same functionality on different webpages, you should name those things consistently. For example, don’t use the word “Search” for the search box on one webpage and “Find” for the search box on another webpage within that set of webpages.
3.2.5 Let’s go back to major changes, such as a new window opening, another element taking focus, or a form being submitted. You could make sure that they only happen when users deliberately make them happen, or when you have warned users about them first. For example, you could give the user a button for updating some content instead of automatically updating that content. Also, if a link will open in a new window, you could add the words “opens in new window” to the link text.
3.3.1 Users make mistakes when filling in forms. Your website must identify each mistake to your user, and must describe the mistake to your users in text so that the user can fix it. One way to identify mistakes reliably to your users is to set the aria-invalid attribute to true in the element that has a mistake. That makes sure that users with assistive technology will be alerted about the mistake. Of course, you can then use the [aria-invalid="true"] attribute selector in your CSS to visually highlight any such mistakes. Also, look into how certain attributes of the input element such as required, type, and list can help prevent and highlight mistakes.
3.3.2 You must include labels or instructions (and possibly examples) in your website’s forms, to help your users to avoid making mistakes.
3.3.3 When your user makes a mistake when filling in a form, your webpage should suggest ways to fix that mistake, if possible. This doesn’t apply in scenarios where those suggestions could affect the security of the content.
3.3.4 Whenever your user submits information that:
has legal or financial consequences; or
affects information that they have previously saved in your website; or
is part of a test
…you should make sure that they can:
undo it; or
correct any mistakes, after your webpage checks their information; or
review, confirm, and correct the information before they finally submit it.
3.3.5 You could help prevent your users from making mistakes by providing obvious, specific help, such as examples, animations, spell-checking, or extra instructions.
3.3.6 Whenever your user submits any information, you could make sure that they can:
undo it; or
correct any mistakes, after your webpage checks their information; or
review, confirm, and correct the information before they finally submit it.
Have you made your website robust enough to work on your users’ browsers and assistive technologies?
The fourth and final guideline has criteria that help you prevent your users from asking, “Why the **** doesn’t this work on my device?”
4.1.1 You must make sure that your website works as well as possible with current and future browsers and assistive technology. Prioritise complying with web standards instead of relying on the capabilities of currently popular devices and browsers. Web developers didn’t expect their users to be unwrapping the Wii U Browser five years ago—who knows what browsers and assistive technologies our users will be unwrapping in five years’ time? Avoid hacks, and use the W3C Markup Validation Service to make sure that your HTML has no errors.
4.1.2 If you develop your own user interface components, you must make their name, role, state, properties, and values available to your user’s browsers and assistive technologies. That should make them almost as accessible as standard HTML elements such as links, buttons, and checkboxes.
“…and a partridge in a pear tree!”
…as that very long Christmas song goes. We’ve covered a lot in this article—because your users have a lot of different levels of ability. Hopefully this has demystified the Web Content Accessibility Guidelines 2.0 for you. Hopefully you spotted a few situations that could arise for users on your website, and you now know how to tackle them.
To start applying what we’ve covered, you might like to look at Sarah Horton and Whitney Quesenbery’s personas for Accessible UX. Discuss the personas, get into their heads, and think about which aspects of your website might cause problems for them. See if you can apply what we’ve covered today, to help users like them to do what they need to do on your website.
How to know when your website is perfectly accessible for everyone
LOL! There will never be a time when your website becomes perfectly accessible for everyone. Don’t aim for that. Instead, aim for regularly testing and making your website more accessible.
Web Content Accessibility Guidelines (WCAG) 2.1
The W3C hope to release the Web Content Accessibility Guidelines (WCAG) 2.1 as a “recommendation” (that’s what the W3C call something that we should start using) by the middle of next year. Ten years may seem like a long time to move from version 2.0 to version 2.1, but consider the scale of the task: the editors have to update the guidelines to cover all the new ways that people interact with new technologies, while keeping the guidelines backwards-compatible. Keep an eye out for 2.1!
You’ll go down in history
One last point: I’ve met a surprising number of web designers and developers who do great work to make their websites more accessible without ever telling their users about it. Some of your potential customers have possibly tried and failed to use your website in the past. They probably won’t try again unless you let them know that things have improved. A quick Twitter search for your website’s name alongside phrases like “assistive technology”, “doesn’t work”, or “#fail” can let you find frustrated users—so you can tell them about how you’re making your website more accessible. Start making your websites work better for everyone—and please, let everyone know. |
2017 |
Alan Dalton |
alandalton |
2017-12-03T00:00:00+00:00 |
https://24ways.org/2017/wcag-for-people-who-havent-read-them/ |
code |
| 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 |
| 195 |
Levelling Up for Junior Developers |
If you are a junior developer starting out in the web industry, things can often seem a little daunting. There are so many things to learn, and as soon as you’ve learnt one framework or tool, there seems to be something new out there.
I am lucky enough to lead a team of developers building applications for the web. During a recent One to One meeting with one of our junior developers, he asked me about a learning path and the basic fundamentals that every developer should know. After a bit of digging around, I managed to come up with a (not so exhaustive) list of principles that was shared with him.
In this article, I will share the list with you, and hopefully help you level up from junior developer and become a better developer all round. This list doesn’t focus on an particular programming language, but rather coding concepts as a whole. The idea behind this list is that whether you are a front-end developer, back-end developer, full stack developer or just a curious one, these principles apply to everyone that writes code.
I have tried to be technology agnostic, so that you can use these tips to guide you, whatever your tech stack might be.
Without any further ado and in no particular order, let’s get started.
Refactoring code like a boss
The Boy Scouts have a rule that goes “always leave the campground cleaner than you found it.” This rule can be applied to code too and ensures that you leave code cleaner than you found it. As a junior developer, it’s almost certain that you will either create or come across older code that could be improved. The resources below are a guide that will help point you in the right direction.
My favourite book on this subject has to be Clean Code by Robert C. Martin. It’s a must read for anyone writing code as it helps you identify bad code and shows you techniques that you can use to improve existing code.
If you find that in your day to day work you deal with a lot of legacy code, Improving Existing Technology through Refactoring is another useful read.
Design Patterns are a general repeatable solution to a commonly occurring problem in software design. My friend and colleague Ranj Abass likes to refer to them as a “common language” that helps developers discuss the way that we write code as a pattern. My favourite book on this subject is Head First Design Patterns which goes right back to the basics. Another great read on this topic is Refactoring to Patterns.
Working Effectively With Legacy Code is another one that I found really valuable.
Improving your debugging skills
A solid understanding of how to debug code is a must for any developer. Whether you write code for the web or purely back-end code, the ability to debug will save you time and help you really understand what is going on under the hood.
If you write front-end code for the web, one of my favourite resources to help you understand how to debug code in Chrome can be found on the Chrome Dev Tools website. While some of the tips are specific to Chrome, these techniques apply to any modern browser of your choice.
At Settled, we use Node.js for much of our server side code. Without a doubt, our most trusted IDE has to be Visual Studio Code and the built-in debuggers are amazing. Regardless of whether you use Node.js or not, there are a number of plugins and debuggers that you can use in the IDE. I recommend reading the website of your favourite IDE for more information.
As a side note, it is worth mentioning that Chrome Developer Tools actually has functionality that allows you to debug Node.js code too. This makes it a seamless transition from front-end code to server-side code debugging.
The Debugging Mindset is an informative online article by Devon H. O’Dell and discusses the the psychology of learning strategies that lead to effective problem-solving skills.
A good understanding of relational databases and NoSQL databases
Almost all developers will need to persist data at some point in their career. Even if you don’t write SQL queries in your day to day job, a solid understanding of how they work will help you become a better developer.
If you are a complete newbie when it comes to databases, I recommend checking out Code Academy. They offer a free online course that can help you get your head around how relational databases work. The course is quite basic, but is a useful hands-on approach to learning this topic.
This article provides a great explainer for the difference between the SQL and NoSQL databases, and this Stackoverflow answer goes a little deeper into the subject of the two database types.
If you’d like to learn more about NoSQL queries, I would recommend starting with this article on MongoDB queries. Unfortunately, there isn’t one overall course as most NoSQL databases have their own syntax.
You may also have noticed that I haven’t included other types of databases such as Graph or In-memory; it’s worth focussing on the basics before going any deeper.
Performance on the web
If you build for the web today, it is important to understand how the browser receives and renders the content that you send it. I am pretty passionate about Web Performance, and hope that everyone can learn how to make websites faster and more efficient. It can be fun at the same time!
Steve Souders High Performance Websites is the godfather of web performance books. While it was created a few years ago and many of the techniques might have changed slightly, it is the original book on the subject and set up many of the ground rules that we know about web performance today.
A free online resource on this topic is the Google Developers website. The site is an up to date guide on the best web performance techniques for your site. It is definitely worth a read.
The network plays a key role in delivering data to your users, and it plays a big role in performance on the web. A fantastic book on this topic is Ilya Grigorik’s High Performance Browser Networking. It is also available to read online at hpbn.co.
Understand the end to end architecture of your software project
I find that one of the best ways to improve my knowledge is to learn about the architecture of the software at the company I work at. It gives you a good understanding as to why things are designed the way they are, why certain decisions were made, and gives you an understanding of how you might do things differently with hindsight.
Try and find someone more senior, such as a Technical Lead or Software Architect, at your company and ask them to explain the overall architecture and draw a few high-level diagrams for you. Not to mention that they will be impressed with your willingness to learn.
I recommend reading Clean Architecture: A Craftsman’s Guide to Software Structure and Design for more detail on this subject.
Far too often, software projects can be over-engineered and over-architected, it is worth reading Just Enough Software Architecture. The book helps developers understand how the smallest of changes can affect the outcome of your software architecture.
How are things deployed
A big part of creating software is actually shipping it! How is the software at your company released into the wild? Does your company do Continuous Integration? Continuous Deployment?
Even if you answered no to any of these questions, it is worth finding someone with the knowledge in your company to explain these things to you. If it is not already documented, perhaps you could start a wiki to document everything you’re learning about the system - this is a great way to level up and be appreciated and invaluable.
A streamlined deployment process is a beautiful thing, and understanding how they work can help you grow your knowledge as a developer.
Continuous Integration is a practical read on the ins and outs of implementing this deployment technique.
Docker is another great tool to use when it comes to software deployment. It can be tricky at first to wrap your head around, but it is definitely worth learning about this great technology. The documentation on the website will teach and guide you on how to get started using Docker.
Writing Tests
Testing is an essential tool in the developer bag of skills. They help you to make big refactoring changes to your code, and feel a lot more confident knowing that your changes haven’t broken anything. There are so many benefits to testing, which make it so important for developers at every level to become acquainted with it/them.
The book that started it all for me was Roy Osherove’s The Art of Unit Testing. The code in the book is written in C#, but the principles apply to every language. It’s a great, easy-to-understand read.
Another great read is How Google Tests Software and covers exactly what it says on the tin. It covers many different testing techniques such as exploratory, black box, white box, and acceptance testing and really helps you understand how large organisations test their code.
Soft skills
Whilst reading through this article, you’ve probably noticed that a large chunk of it focusses on code and technical ability. Without a doubt, I’d say that it is even more important to be a good teammate. If you look up the definition of soft skills in the dictionary, it is defined as “personal attributes that enable someone to interact effectively and harmoniously with other people” and I think that it sums this up perfectly. Working on your “soft skills” is something that can truly help you level up in your career. You may be the world’s greatest coder, but if you colleagues can’t get along with you, your coding skills won’t matter!
While you may not learn how to become the perfect co-worker overnight, I really try and live by the motto “don’t be an arsehole”. Think about how you like to be treated and then try and treat your co-workers with the same courtesy and respect. The next time you need to make a decision at work, ask yourself “is this something an arsehole would do”? If you answered yes to that question, you probably shouldn’t do it!
Summary
Levelling up as a junior developer doesn’t have to be scary. Focus on the fundamentals and they should hold you in good stead, regardless of the new things that come along. Software engineering is built on these great principles that have stood the test of time.
Whilst researching for this article, I came across a useful Github repo that is worth mentioning. Things Every Programmer Should Know is packed with useful information. I have to admit, I didn’t know everything on there!
I hope that you have found this list helpful. Some of the topics I have mentioned might not be relevant for you at this stage in your career, but should give a nudge in the right direction. After all, knowledge is power!
If you are a junior developer reading this article, what would you add to it? |
2017 |
Dean Hume |
deanhume |
2017-12-05T00:00:00+00:00 |
https://24ways.org/2017/levelling-up-for-junior-developers/ |
code |
| 196 |
Designing a Remote Project |
I came across an article recently, which I have to admit made my blood boil a little. Yes, I know it’s the season of goodwill and all that, and I’m going to risk sounding a little Scrooge-like, but I couldn’t help it. It was written by someone who’d tried out ‘telecommuting’ (big sigh) a.k.a. remote or distributed working. They’d tested it in their company and decided it didn’t work.
Why did it enrage me so much? Well, this person sounded like they’d almost set it up to fail. To them, it was the latest buzzword, and they wanted to offer their employees a ‘perk’. But it was going to be risky, because, well, they just couldn’t trust their employees not to be lazy and sit around in their pyjamas at home, watching TV, occasionally flicking their mousepad to ‘appear online’. Sounds about right, doesn’t it?
Well, no. This attitude towards remote working is baked in the past, where working from one office and people all sitting around together in a cosy circle singing kum-by-yah* was a necessity not an option. We all know the reasons remote working and flexibility can happen more easily now: fast internet, numerous communication channels, and so on. But why are companies like Yahoo! and IBM backtracking on this? Why is there still such a negative perception of this way of working when it has so much real potential for the future?
*this might not have ever really happened in an office.
So what is remote working? It can come in various formats. It’s actually not just the typical office worker, working from home on a specific day. The nature of digital projects has been changing over a number of years. In this era where organisations are squeezing budgets and trying to find the best value wherever they can, it seems that the days of whole projects being tackled by one team, in the same place, is fast becoming the past. What I’ve noticed more recently is a much more fragmented way of putting together a project – a mixture of in-house and agency, or multiple agencies or organisations, or working with an offshore team. In the past we might have done the full integrated project from beginning to end, now, it’s a piece of the pie.
Which means that everyone is having to work with people who aren’t sat next to them even more than before. Whether that’s a freelancer you’re working with who’s not in the office, an offshore agency doing development or a partner company in another city tackling UX… the future is looking more and more like a distributed workplace.
So why the negativity, man?
As I’ve seen from this article, and from examples of large corporations changing their entire philosophy away from remote working, there’s a lot of negativity towards this way of working. Of course if you decide to let everyone work from home when they want, set them off and then expect them all to check in at the right time or be available 24/7 it’s going to be a bit of a mess. Equally if you just jump into work with a team on the other side of the world without any setup, should you expect anything less than a problematic project?
Okay, okay so what about these people who are going to sit on Facebook all day if we let them work from home? It’s the age old response to the idea of working from home. I can’t see the person, so how do I know what they are doing?
This comes up regularly as one of the biggest fears of letting people work remotely. There’s also the perceived lack of productivity and distractions at home. The limited collaboration and communication with distributed workers. The lack of availability. The lower response times.
Hang on a second, can’t these all still be problems even if you’ve got your whole team sat in the same place? “They won’t focus on work.” How many people will go on Facebook or Twitter whilst sat in an office? “They won’t collaborate as much.” How many people sit in the office with headphones on to block out distractions? I think we have to move away from the idea that being sat next to people automatically makes them work harder. If the work is satisfying, challenging, and relevant to a person – surely we should trust them to do it, wherever they are sat?
There’s actually a lot of benefits to remote working, and having distributed teams. Offering this as a way of working can attract and retain employees, due to the improved flexibility. There can actually be fewer distractions and disruptions at home, which leads to increased productivity. To paraphrase Jason Fried in his talk ‘Why work doesn’t happen at work’, at home there are voluntary distractions where you have to choose to distract yourself with something. At the office these distractions become involuntary. Impromptu meetings and people coming to talk to you all the time are actually a lot more disruptive. Often, people find it easier to focus away from the office environment.
There’s also the big benefit for a lot of people of the time saved commuting. The employee can actually do a lot that’s beneficial to them in this time, rather than standing squeezed into people’s armpits on public transport. Hence increased job satisfaction. With a distributed team, say if you’re working with an off-shore team, there could be a wider range of talent to pick from and it also encourages diversity. There can be a wider range of cultural differences and opinions brought to a project, which encourages more diverse ways of thinking.
Tackling the issues - or, how to set up a project with a remote team
But that isn’t to say running projects with a distributed team or being a remote worker is easy, and can just happen, like that. It needs work – and good groundwork – to ensure you don’t set it up to fail. So how do you help create a smoother remote project?
Start with trust
First of all, the basis of the team needs to be trust. Yes I’m going to sound a little like a cheesy, self-help guru here (perhaps in an attempt to seem less Scrooge-like and inject some Christmas cheer) but you do need to trust the people working remotely as well as them trusting you. This extends to a distributed team. You can’t just tell the offshore team what to do, and micromanage them, scared they won’t do what you want, how you want it because you can’t see them. You need to give them ownership and let them manage the tasks. Remember, people are less likely to criticise their own work. Make them own the work and they are more likely to be engaged and productive.
Set a structure
Distributed teams and remote workers can fail when there is no structure – just as much as teams sitting together fail without it too. It’s not so much setting rules, as having a framework to work within. Eliminate blockers before they happen. Think about what could cause issues for the team, and think of ways to solve this. For example, what do you do if you won’t be able to get hold of someone for a few hours because of a time difference? Put together a contingency, e.g. is there someone else on your time zone you could go to with queries after assessing the priority? Would it be put aside until that person is back in? Define team roles and responsibilities clearly. Sit down at the beginning of the project and clearly set out expectations. Also ask the team, what are their expectations of you?
There won’t be a one size fits all framework either. Think about your team, the people in it, the type of project you’re working with, the type of client and stakeholder. This should give you an idea of what sort of communications you’ll need on the project. Daily calls, video calls, Slack channels, the choice is yours.
Decide on the tools
To be honest, I could spend hours talking about the different tools you can use for communication. But you know them, right? And in the end it’s not the tool that’s important here - it’s the communication that’s being done on the tool. Tools need to match the type of communications needed for your team. One caveat here though, never rely solely on email! Emails are silos, and can become beasts to manage communications on.
Transparency in communication
Good communication is key. Make sure there are clear objectives for communication. Set up one time during the week where those people meet together, discuss all the work during that week that they’ve done. If decisions are made between team members who are together, make sure everyone knows what these are. But try to make collective decisions where you can, when it doesn’t impact on people’s time.
Have a face-to-face kick off
Yes, I know this might seem to counter my argument, but face-to-face comms are still really important. If it’s feasible, have an in-person meeting to kick off your project, and to kick off your team working together. An initial meeting, to break the ice, discuss ways of working, set the goals, can go a long way to making working with distributed teams successful. If this is really not viable, then hold a video call with the team. Try to make this a little more informal. I know, I know, not the dreaded cringey icebreakers… but something to make everyone relax and get to know each other is really important. Bring everybody together physically on a regular basis if you can, for example with quarterly meetings. You’ve got to really make sure people still feel part of a team, and it often takes a little more work with a remote team. Connect with new team members, one-on-one first, then you can have more of a ‘remote’ relationship.
Get visual
Visual communication is often a lot better tool to use than just a written sentence, and can help bring ideas to life. Encourage people to sketch things, take a photo and add this to your written communications. Or use a mockup tool to sketch ideas.
But what about Agile projects?
The whole premise of Agile projects is to have face-to-face contact I hear you cry. The Agile Manifesto itself states “The most efficient and effective method of conveying information to and within a development team is face-to-face conversation”. However, this doesn’t mean the death of remote working. In fact loads of successful companies still run Agile projects, whilst having a distributed team. With all the collaborative tools you can use for centralising code, tracking tasks, visualising products, it’s not difficult to still communicate in a way that works. Just think about how to replicate the principles of Agile remotely - working together daily, a supportive environment, trust, and simplicity. How can you translate these to your remote or distributed team?
One last thought to leave you with before you run off to eat your mince pies (in your pyjamas, whilst working). A common mistake in working with a remote project team or working remotely yourself, is replacing distance with time. If you’re away from the office you think you need to always be ‘on’ – messaging, being online, replying to requests. If you have a distributed team, you might think a lot of meetings, calls, and messages will be good to foster communication. But don’t overload these meetings, calls, and communication. This can be disruptive in itself. Give people the gift of some uninterrupted time to actually do some work, and not feel like they have to check in every second. |
2017 |
Suzanna Haworth |
suzannahaworth |
2017-12-06T00:00:00+00:00 |
https://24ways.org/2017/designing-a-remote-project/ |
business |
| 197 |
Designing for Mobile Performance |
Last year, some colleagues at Google ran a research study titled “The Need for Mobile Speed” to find out what the impact of performance and perception of speed had on the way people use the web on their mobile devices.
That’s not a trivial distinction; when considering performance, how fast something feels is often more important than how fast it actually is. When dealing with sometimes underpowered mobile devices and slow mobile networks, designing experiences that feel fast is exceptionally important.
One of the most startling numbers we found in the study was that 53% of mobile site visits are abandoned if pages take longer than 3 seconds to load.
We wanted to find out more, so following on from this study, we conducted research to define what the crucial elements of speed are. We took into consideration the user experience (UX), overall perception of speed, and how differing contexts the user finds themselves in can alter how fast a user thinks something loaded.
To understand speed and load times first we must understand that user mobile web behaviour is broken down into three buckets;
Intention
Location
State of mind
Let’s look at each of those in turn.
Intention
Users browse sites on a mobile device for many different reasons. To be able to effectively design a performant user experience for them, it’s important to understand what those reasons might be. When asked to describe their reason for visiting a site, approximately 30% of people asked by the study claimed that they were simply browsing without a particular purpose in mind. Looking deeper, we found that this number increased slightly (34%) for retail sites. 30% said they were just there to find out some information for a future task or action, such as booking a flight.
Interestingly, the research shows that users are actually window shopping using their mobile browser. Only 29% actually said they had a specific goal or intent in mind, and this number increases significantly for financial services like banking sites (57%). This goes against a traditionally held view of users wanting to perform simple actions efficiently on their mobile device. Sure, some users are absolutely doing that, but many are just browsing around without a goal in mind, just like they would on a desktop browser.
This gives great insight into the user’s intentions. It tells us that users are actively using sites on their mobile, but a large majority do not intend to do anything instantly. There’s no goal they’re under pressure to achieve. If a site’s performance is lousy or janky, this will only reaffirm to the user to that they can hold off on completing a task, so they might just give up.
However, if a site is quick to load, sophisticated in expressing its value proposition quickly, and enables the user to perform their actions seamlessly, then turning that “browsing user” into a “buying user” becomes all that much easier. When the user has no goal, there’s more opportunity to convert, and you stand a greater chance of doing that if the performance is good enough so they stick around.
Location
Obviously, mobile devices by their nature can be used in many different locations. This is an interesting consideration, because it’s not something we traditionally need to take into account designing experiences for static platforms like desktop computers.
The in the study, we found that 82% of users browse the web on their mobile phone while in their home. In contrast, only 7% do the same while at work. This might come across as a bit of a shock, but when you look at mobile usage – in particular app usage – most of the apps being used are either a social network or some sort of entertainment or media app. Due to the unreliability of network connections, users will often alternate between these two types of apps.
The consequence being that if a site doesn’t work offline, or otherwise compensate for bad network connectivity in some way by providing opportunities to allow users to browse their site, then it becomes a self-fulfilling prophecy as to why users mostly view the mobile web from the comfort of their homes where there is a strong WiFi connection. They’re using mobile devices, but they’re not actually mobile themselves.
Another thing to bear in mind is how users alternate between devices, a study by comScore found that 80% of transactions take place on desktop while 69% of the browsing takes place on mobile. Any given user might access from more than one location - they might visit one day from a bus queue on their phone, and then next day from a laptop at home.
State of mind
One more thing we need to take into consideration is the user’s state of mind. Whilst browsing at home, users tend to be more relaxed, and in the research 76% stated they were generally calmer at home. The user’s state of mind can have quite a big impact on how they perceive things. The calmer they are, the quicker a site might appear to load. If the user is anxious and impatiently drumming their fingers on the table, things seem to take longer, and even a small wait can feel like an eternity.
This is quite key. Over 40% of sites take longer than 4 seconds to load for users who are are out and about and using a mobile data connection. Coupled with our perception, and amplified by a potentially less-than-calm state of mind, this can seem like an age.
What does this all mean?
I think we can all agree that users prefer strong, steady connections and comfort when completing transactions. It seems like common sense when we say it out loud. Recreating these feelings and sensations of comfort and predictability under all circumstances therefore becomes paramount. Equally, when asked in the study, users all claimed that speed was the most important factor impacting their mobile web usage. Over 40%, in fact, said it was the most important UX feature of a site, and nobody asked considered it to be of no importance at all.
The meaning of speed
When it comes to performance, speed is measured in two ways – real speed; as measured on a clock, and perceived speed; how responsive an interaction feels. We can, of course, improve how quickly a site loads by simply making files smaller. Even then, the study showed that 32% of users felt a site can feel slow even when it loads in less than 4 seconds. This gets even worse when you look at it by age group, with 50% if young people (18-24 year olds) thinking a site was slower than it actually was. When you add to the mix that users think a site loaded faster when they are sitting compared to when they are standing up, then you are in a world of trouble if your site doesn’t have any clear indicators to let the user know the loading state of you website or app.
So what can we do about this to improve our designs?
How to fix / hack user perception
There are some golden rules of speed, the first thing is hacking response time. If a page takes more than 3 seconds to load, you will certainly start to lose your users. However, if that slowness is part of a UX flow such as processing information, the user understands it might take a little time. Under those circumstances, a load time of under 5 seconds is acceptable, but even then, you should take caution. Anything above 8 seconds and you are in very real danger of losing your audience completely.
Load time
User impression
200 ms
Feels instant
1 s
Feels it is performing smoothly
5 s
Part of user flow
8 s
Lose attention
Remove the tap delay
Mobile browsers often use a 300-350ms delay between the triggering of the touchend and click events. This delay was added so the browser could determine if there was going to be a double-tap triggered or not, since double-tap is a common gesture used to zoom into text. This delay can have the side effect of making interactions feel laggy, and therefore giving the user the impression that the site is slow, even if it’s their own browser causing the problem.
Fortunately there’s a way to remove the delay. Add following in the <head> of your page, and the delay no longer takes effect:
<meta name="viewport" content="width=device-width">
You can also use touch-action: manipulation in newer browsers to eliminate click delay. For old browsers, FastClick by FT Labs uses touch events to trigger clicks faster and remove the double-tap gesture.
Make use of Skeleton Screens
A skeleton layout is a wireframe version of your app that displays while content is being loaded. This demonstrates to the user that content is about to be loaded, giving the impression that something is happening more quickly than it really is. Consider also using a preloader UI as well, with a text label informing the user that the app is loading. One example would be to pulsate the wireframe content giving the app the feeling that it is alive and loading. This reassures the user that something is happening and helps prevent resubmissions or refreshes of your app. Razvan Caliman created a Codepen example of how to create this effect in purely CSS.
One thing to consider though, if data doesn’t load then you might need to create a fallback 404 or error page to let the user know what happened.
Example by Owen-Campbell Moore
Responsive Touch Feedback
Carefully designing the process by which items load is one aspect of increasing the perceived speed of your page, but reassuring the user that an action they have taken is in process is another. At Google we use something called a Ripple, which is is animating dot that expands or ripples in order to confirm to the user that their input has been triggered. This happens immediately, expanding outward from the point of touch. This reaffirms to the user that their input has been received and is being acted on, even before the site has had a chance to process or respond to the action. From the user’s point of view, they’ve tapped and the page has responded immediately, so it feels really quick and satisfying.
You can mimic this same behavior using our Material Design Components Web GitHub repo.
Progress bars
These UI elements have existed for a very long time, but research conducted by Chris Harrison and published in New Scientist found that the style of a progress bar can alter the perception of speed drastically. As a matter of fact, progress bars with ripples that animate towards the left appear like they are loading faster by at least 11% percent. So when including them in your site, take into consideration that ripples and progress bars that pulsate faster as they get to the end will make your sites seem quicker.
Faster Progress Bars: Manipulating Perceived Duration with Visual Augmentations
Navigation
The speed with which a user can locate navigational items or call to actions adds to their perceived performance of a site. If the user’s next action is quick to spot on the screen, they don’t spend time hunting around the interface with their eyes and fingers. So no matter how quickly your code runs, hiding items behind a nav bar will make a site feel slower than it actually is.
Facebook found that switching to using bottom navigation saw an increase in engagement, satisfaction, revenue, speed, and importantly, perception of speed. If the user sees the navigation items they’re looking for quickly, the interaction feels fast. What’s more, end-to-end task completion is quicker too, as the interface not only feels quicker, but actually measures quicker as well. Similar reactions were found with Spotify and Redbooth.
Luke Wroblewski gave a talk last year in Ireland titled “Obvious Always Wins” which he demonstrated through the work he did with Google+. Luke’s message is that by making the core features of your app obvious to your user, you will see engagement go up. This again seems obvious, right? However, it is important to note that adding bottom navigation doesn’t just mean a black bar at the bottom of your screen like some kind of performance magic bullet. The goal is to make the items clear to the user so they know what they need to be doing, and how you achieve that could be different from one interface to the next. Google keeps experimenting with different navigation styles, but finally settled with the below when they conducted user research and testing.
Conclusion
By utilizing a collection of UI patterns and speed optimisation techniques, you can improve not only the actual speed of a site, but the perception of how quickly a user thinks your site is loading. It is critical to remember that users will not always be using your site in a calm and relaxed manner and that even their age can impact how they will use or not use your site. By improving your site’s stability, you increase the likelihood of positive user engagement and task completion.
You can learn more about techniques to hack user perception and improve user speed by taking a look at an E-Book we published with Awwwards.com called Speed Matters: Design for Mobile Performance. |
2017 |
Mustafa Kurtuldu |
mustafakurtuldu |
2017-12-18T00:00:00+00:00 |
https://24ways.org/2017/designing-for-mobile-performance/ |
ux |
| 198 |
Is Your Website Accidentally Sexist? |
Women make up 51% of the world’s population. More importantly, women make 85% of all purchasing decisions about consumer goods, 75% of the decisions about buying new homes, and 81% of decisions about groceries. The chances are, you want your website to be as attractive to women as it is to men. But we are all steeped in a male-dominated culture that subtly influences the design and content decisions we make, and some of those decisions can result in a website that isn’t as welcoming to women as it could be.
Typography tells a story
Studies show that we make consistent judgements about whether a typeface is masculine or feminine: Masculine typography has a square or geometric form with hard corners and edges, and is emphatically either blunt or spiky. Serif fonts are also considered masculine, as is bold type and capitals.
Feminine typography favours slim lines, curling or flowing shapes with a lot of ornamentation and embellishment, and slanted letters. Sans-serif, cursive and script fonts are seen as feminine, as are lower case letters.
The effect can be so subtle that even choosing between bold and regular styles within a single font family can be enough to indicate masculinity or femininity.
If you want to appeal to both men and women, search for fonts that are gender neutral, or at least not too masculine. When you’re choosing groups of fonts that need to work harmoniously together, consider which fonts you are prioritising in your design. Is the biggest word on the page in a masculine or feminine font? What about the smallest words? Is there an imbalance between the prominence of masculine and feminine fonts, and what does this imply?
Typography is a language in and of itself, so be careful what you say with it.
Colour me unsurprised
Colour also has an obvious gender bias. We associate pinks and purples, especially in combination, with girls and women, and a soft pink has become especially strongly related to breast cancer awareness campaigns. On the other hand, pale blue is strongly associated with boys and men, despite the fact that pastels are usually thought of as more feminine.
These associations are getting stronger and stronger as more and more marketers use them to define products as “for girls” and “for boys”, setting expectations from an incredibly young age — children as young as four understand gender stereotypes. It should be obvious that using these highly gender-associated colours sends an incredibly strong message to your visitors about who you think your target audience is. If you want to appeal to both men and women, then avoid pinks and pale blues.
But men and women also have different colour preferences. Men tend to prefer intense primary colours and deeper colours (shades), and tolerate greys better, whilst women prefer pastels (tints). When choosing colours, consider not just the hue itself, but also tint, tone and shade.
Slightly counterintuitively, everyone likes blue, but no one seems to particularly like brown or orange.
A picture is worth a thousand words, or none
Stock photos are the quickest and easiest way to add a little humanity to your website, directly illustrating the kind of people you believe are in your audience. But the wrong photo can put a woman off before she’s even read your text.
A website about a retirement home will, for example, obviously include photos of older people, and a baby clothes retailer will obviously show photos of babies. But, in the latter case, should they also show only photographs of mothers with their children, or should they include fathers too? It’s true that women take on the majority of childcare responsibilities, but that’s a cultural holdover from a previous era, rather than some rule of law. We are seeing increasing number of stay at home dads as well as single dads, so showing only photographs of women both enforces the stereotype that only women can care, as well as marginalising male carers.
Equally, featuring prominent photographs of women on sites about male-dominated topics such as science, technology or engineering help women feel welcomed and appreciated in those fields. Photos really do speak volumes, so make sure that you also represent other marginalised groups, especially ethnic groups. If people do not see themselves represented on your site, they are not going to engage with it as much as they might.
Another form of picture that we often ignore is the icon. When you do use icons, make sure that they are gender neutral. For example, avoid using a icon of a man to denote engineers, or of a woman to denote nurses. Avoid overly masculine or feminine metaphors, such as a hammer to denote DIY or a flower to denote gardens. Not only are these gendered, they’re also trite and unappealing, so come up with more exciting and novel metaphors.
Use gender-neutral language
Last, but not least, be very careful in your use of gender in language.
Pronouns are an obvious pitfall. A lot of web content is written in the second person, using the cleary gender neutral ‘you’, but if you have to write in the third person, which uses ‘she’, ‘he’, ‘it’, and ‘they’, then be very careful which pronouns you use. The singular ‘they’ is becoming more widely acceptable, and is a useful gender-neutral option. If you must use generic ‘he’ and ‘she’, (as opposed to talking about a specific person), then vary the order that they come in, so don’t always put the male pronoun first.
When you are talking about people, make sure that you use the same level of formality for both men and women. The tendency is to refer to men by their surname and women by their first name so, for example, when people are talking about Ada Lovelace and Charles Babbage, they often talk about “Ada and Babbage”, rather than “Lovelace and Babbage” or “Ada and Charles”. As a rule, it’s best to use people’s surnames in formal and semi-formal writing, and their first names only in very informal writing.
It’s also very important to make sure that you respect people’s honorifics, especially academic titles such as Dr or Professor, and that you use titles consistently. Studies show that women and people of colour are the most likely to have their honorifics dropped, which is not only disrespectful, it gives readers the idea that women and people of colour are less qualified than white men.
If you mention job titles, avoid old-fashioned gendered titles such as ‘chairman’, and instead look for a neutral version, like ‘chair’ or ‘chairperson’. Where neutral terms have strong gender associations, such as nurse or engineer, take special care that the surrounding text, especially pronouns, is diverse and/or neutral. Do not assume engineers are male and nurses female.
More subtle intimations of gender can be found in the descriptors people use. Military metaphors and phrases, out-sized claims, competitive words, and superlatives are masculine, such as ‘ground-breaking’, ‘best’, ‘genius’, ‘world-beating’, or ‘killer’. Excessive unnecessary factual detail is also very masculine.
Women tend to relate to more cooperative, non-competitive, future-focused, and warmer language, paired with more general information. Women’s language includes word like ’global’, ‘responsive’, ‘support’, ‘include’, ‘engage’ and ‘imagine’. Focus more on the kind of relationship you can build with your customers, how you can help make their lives easier, and less on your company or product’s status.
Smash the patriarchy, one assumption at a time
We’re all brought up in a cultural stew that prioritises men’s needs, feelings and assumptions over women’s. This is the patriarchy, and it’s been around for thousands of years. But given women’s purchasing power, adhering to the patriarchy’s norms is unlikely to be good for your business. If you want to tap into the female market, pay attention to the details of your design and content, and make sure that you’re not inadvertently putting women off. A gender neutral website that designs away gender stereotypes will attract both men and women, expanding your market and helping your business flourish. |
2017 |
Suw Charman-Anderson |
suwcharmananderson |
2017-12-20T00:00:00+00:00 |
https://24ways.org/2017/is-your-website-accidentally-sexist/ |
content |
| 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 |
| 201 |
Lint the Web Forward With Sonarwhal |
Years ago, when I was in a senior in college, much of my web development courses focused on two things: the basics like HTML and CSS (and boy, do I mean basic), and Adobe Flash. I spent many nights writing ActionScript 3.0 to build interactions for the websites that I would add to my portfolio. A few months after graduating, I built one website in Flash for a client, then never again. Flash was dying, and it became obsolete in my résumé and portfolio.
That was my first lesson in the speed at which things change in technology, and what a daunting realization that was as a new graduate looking to enter the professional world. Now, seven years later, I work on the Microsoft Edge team where I help design and build a tool that would have lessened my early career anxieties: sonarwhal.
Sonarwhal is a linting tool, built by and for the web community. The code is open source and lives under the JS Foundation. It helps web developers and designers like me keep up with the constant change in technology while simultaneously teaching how to code better websites.
Introducing sonarwhal’s mascot Nellie
Good web development is hard. It is more than HTML, CSS, and JavaScript: developers are expected to have a grasp of accessibility, performance, security, emerging standards, and more, all while refreshing this knowledge every few months as the web evolves. It’s a lot to keep track of.
Web development is hard
Staying up-to-date on all this knowledge is one of the driving forces for developing this scanning tool. Whether you are just starting out, are a student, or you have over a decade of experience, the sonarwhal team wants to help you build better websites for all browsers.
Currently sonarwhal checks for best practices in five categories: Accessibility, Interoperability, Performance, PWAs, and Security. Each check is called a “rule”. You can configure them and even create your own rules if you need to follow some specific guidelines for your project (e.g. validate analytics attributes, title format of pages, etc.).
You can use sonarwhal in two ways:
An online version, that provides a quick and easy way to scan any public website.
A command line tool, if you want more control over the configuration, or want to integrate it into your development flow.
The Online Scanner
The online version offers a streamlined way to scan a website; just enter a URL and you will get a web page of scan results with a permalink that you can share and revisit at any time.
The online version of sonarwal
When my team works on a new rule, we spend the bulk of our time carefully researching each subject, finding sources, and documenting it rather than writing the rule’s code. Not only is it important that we get you the right results, but we also want you to understand why something is failing. Next to each failing rule you’ll find a link to its detailed documentation, explaining why you should care about it, what exactly we are testing, examples that pass and examples that don’t, and useful links to even more in-depth documentation if you are interested in the subject.
We hope that between reading the documentation and continued use of sonarwhal, developers can stay on top of best practices. As devs continue to build sites and identify recurring issues that appear in their results, they will hopefully start to automatically include those missing elements or fix those pieces of code that are producing errors. This also isn’t a one-way communication: the documentation is not only available on the sonarwhal site, but also on GitHub for editing so you can help us make it even better!
A results report
The current configuration for the online scanner is very strict, so it might hurt your feelings (it did when I first tested it on my personal website). But you can configure sonarwhal to any level of strictness as well as customize the command line tool to your needs!
Sonarwhal’s CLI
The CLI gives you full control of sonarwhal: what rules to use, tweaks to them, domains that are out of your control, and so on. You will need the latest node LTS (v8) or Stable (v9) and your favorite package manager, such as npm:
npm install -g sonarwhal
You can now run sonarwhal from anywhere via:
sonarwhal https://example.com
Using the CLI
The configuration is done via a .sonarwhalrc file. When analyzing a site, if no file is available, you will be prompted to answer a series of questions:
What connector do you want to use? Connectors are what sonarwhal uses to access a website and gather all the information about the requests, resources, HTML, etc. Currently it supports jsdom, Microsoft Edge, and Google Chrome.
What formatter? This is how you want to see the results: summary, stylish, etc. Make sure to look at the full list. Some are concise for, perfect for a quick build assessment, while others are more verbose and informative.
Do you want to use the recommended rules configuration? Rules are the things we are validating. Unless you’ve read the documentation and know what you are doing, first timers should probably use the recommended configuration.
What browsers are you targeting? One of the best features of sonarwhal is that rules can adapt their feedback depending on your targeted browsers, suggesting to add or remove things. For example, the rule “Highest Document Mode” will tell you to add the “X-UA-Compatible” header if IE10 or lower is targeted or remove if the opposite is true.
sonarwhal configuration generator questions
Once you answer all these questions the scan will start and you will have a .sonarwhalrc file similar to the following:
{
"connector": {
"name": "jsdom",
"options": {
"waitFor": 1000
}
},
"formatters": "stylish",
"rulesTimeout": 120000,
"rules": {
"apple-touch-icons": "error",
"axe": "error",
"content-type": "error",
"disown-opener": "error",
"highest-available-document-mode": "error",
"validate-set-cookie-header": "warning",
// ...
}
}
You should see the scan initiate in the command line and within a few seconds the results should start to appear. Remember, the scan results will look different depending on which formatter you selected so try each one out to see which one you like best.
sonarwhal results on my website and hurting my feelings 💔
Now that you have a list of errors, you can get to work improving the site! Note though, that when you scan your website, it scans all the resources on that page and if you’ve added something like analytics or fonts hosted elsewhere, you are unable to change those files. You can configure the CLI to ignore files from certain domains so that you are only getting results for files you are in control of.
The documentation should give enough guidance on how to fix the errors, but if it’s insufficient, please help us and suggest edits or contribute back to it. This is a community effort and chances are someone else will have the same question as you.
When I scanned both my websites, sonarwhal alerted me to not having an Apple Touch Icon. If I search on the web as opposed to using the sonarwhal documentation, the first top 3 results give me outdated information: I need to include many different icon sizes. I don’t need to include all the different size icons that target different devices. Declaring one icon sized 180px x 180px will provide a large enough icon for devices and it will scale down as appropriate for people on older devices.
The information at the top of the search results isn’t always the correct answer to an issue and we don’t want you to have to search through outdated documentation. As sonarwhal’s capabilities expand, the goal is for it to be the one stop shop for helping preflight your website.
The journey up until now and looking forward
On the Microsoft Edge team, we’re passionate about empowering developers to build great websites. Every day we see so many sites come through our issue tracker. (Thanks for filing those bugs, they help us make Microsoft Edge better and better!) Some issues we see over and over are honest mistakes or outdated ‘best practices’ that could be avoided, so we built this tool to help everyone help make the web a better place.
When we decided to create sonarwhal, we wanted to create a tool that would help developers write better and more up-to-date code for their websites. We want sonarwhal to be useful to anyone so, early on, we defined three guiding principles we’ve used along the way:
Community Driven. We build for the community’s best interests. The web belongs to everyone and this project should too. Not only is it open source, we’ve also donated it to the JS Foundation and have an inclusive governance model that welcomes the collaboration of anyone, individual or company.
User Centric. We want to put the user at the center, making sonarwhal configurable for your needs and easy to use no matter what your skill level is.
Collaborative. We didn’t want to reinvent the wheel, so we collaborated with existing tools and services that help developers build for the web. Some examples are aXe, snyk.io, Cloudinary, etc.
This is just the beginning and we still have lots to do. We’re hard at work on a backlog of exciting features for future releases, such as:
New rules for a variety of areas like performance, accessibility, security, progressive web apps, and more.
A plug-in for Visual Studio Code: we want sonarwhal to help you write better websites, and what better moment than when you are in your editor.
Configuration options for the online service: as we fine tune the infrastructure, the rule configuration for our scanner is locked, but we look forward to adding CLI customization options here in the near future.
This is a tool for the web community by the web community so if you are excited about sonarwhal, making a better web, and want to contribute, we have a few issues where you might be able to help. Also, don’t forget to check the rest of the sonarwhal GitHub organization. PRs are always welcome and appreciated!
Let us know what you think about the scanner at @NarwhalNellie on Twitter and we hope you’ll help us lint the web forward! |
2017 |
Stephanie Drescher |
stephaniedrescher |
2017-12-02T00:00:00+00:00 |
https://24ways.org/2017/lint-the-web-forward-with-sonarwhal/ |
code |
| 202 |
Design Systems and CSS Grid |
Recently, my client has been looking at creating a few new marketing pages for their website. They currently have a design system in place but they’re looking to push this forward into 2018 with some small and possibly some larger changes.
To start with we are creating a couple of new marketing pages. As well as making use of existing components within the design systems component library there are a couple of new components. Looking at the first couple of sketch files I felt this would be a great opportunity to use CSS Grid, to me the newer components need to be laid out on that page and grid would help with this perfectly.
As well as this layout of the new components and the text within it, imagery would be used that breaks out of the grid and pushes itself into the spaces where the text is aligned.
The existing grid system
When the site was rebuilt in 2015 the team decided to make use of Sass and Susy, a “lightweight grid-layout engine using Sass”. It was built separating the grid system from the components that would be laid out on the page with a container, a row, an optional column, and a block.
To make use of the grid system on a page for a component that would take the full width of the row you would have to write something like this:
<div class="grid-container">
<div class="grid-row">
<div class="grid-column-4">
<div class="grid-block">
<!-- component code here -->
</div>
</div>
</div>
</div>
Using a grid system similar to this can easily create quite the tag soup. It could fill the HTML full of divs that may become complex to understand and difficult to edit.
Although there is this reliance on several <div>s to lay out the components on a page it does allow a tidy way to place the component code within that page. It abstracts the layout of the page to its own code, its own system, so the components can ‘fit’ where needed.
The requirements of the new grid system
Moving forward I set myself some goals for what I’d like to have achieved in this new grid system:
It needs to behave like the existing grid systems
We are not ripping up the existing grid system, it would be too much work, for now, to retrofit all of the existing components to work in a grid that has a different amount of columns, and spacing at various viewport widths.
Allow full-width components
Currently the grid system is a 14 column grid that becomes centred on the page when viewport is wide enough. We have, in the past, written some CSS that would allow for a full-width component, but his had always felt like a hack. We want the option to have a full-width element as part of the new grid system, not something that needs CSS to fight against.
Less of a tag soup
Ideally we want to end up writing less HTML to layout the page. Although the existing system can be quite clear as to what each element is doing, it can also become a little laborious in working out what each grid row or block is doing where.
I would like to move the layout logic to CSS as much as is possible, potentially creating some utility classes or additional ‘layout classes’ for the components.
Easier for people to use and author
With many people using the existing design systems codebase we need to create a new grid system that is as easy or easier to use than the existing one. I think and hope this would be helped by removing as many <div>s as needed and would require new documentation and examples, and potentially some initial training.
Separating layout from style
There still needs to be a separation of layout from the styles for the component. To allow for the component itself to be placed wherever needed in the page we need to make sure that the CSS for the layout is a separate entity to the CSS for that styling.
With these base requirements I took to CodePen and started working on some throwaway code to get started.
Making the new grid(s)
The Full-Width Grid
To start with I created a grid that had three columns, one for the left, one for the middle, and one for the right. This would give the full-width option to components.
Thankfully, one of Rachel Andrew’s many articles on Grid discussed this exact requirement of the new grid system to break out with Grid.
I took some of the code in the examples and edited to make grid we needed.
.container {
display: grid;
grid-template-columns:
[full-start]
minmax(.75em, 1fr)
[main-start]
minmax(0, 1008px)
[main-end]
minmax(.75em, 1fr)
[full-end];
}
We are declaring a grid, we have four grid column lines which we name and we define how the three columns they create react to the viewport width. We have a left and right column that have a minimum of 12px, and a central column with a maximum width of 1008px.
Both left and right columns fill up any additional space if the viewport is wider that 1032px wide. We are also not declaring any gutters to this grid, the left and right columns would act as gutters at smaller viewports.
At this point I noticed that older versions of Sass cannot parse the brackets in this code. To combat this I used Sass’ unquote method to wrap around the value of the grid-template-column.
.container {
display: grid;
grid-template-columns:
unquote("
[full-start]
minmax(.75em, 1fr)
[main-start]
minmax(0, 1008px)
[main-end]
minmax(.75em, 1fr)
[full-end]
");
}
The existing codebase makes use of Sass variables, mixins and functions so to remove that would be a problem, but luckily the version of Sass used is up-to-date (note: example CodePens will be using CSS).
The initial full-width grid displays on a webpage as below:
The 14 column grid
I decided to work out the 14 column grid as a separate prototype before working out how it would fit within the full-width grid. This grid is very similar to the 12 column grids that have been used in web design. Here we need 14 columns with a gutter between each one.
Along with the many other resources on Grid, Mozilla’s MDN site had a page on common layouts using CSS Grid. This gave me the perfect CSS I needed to create my grid and I edited it as required:
.inner {
display: grid;
grid-template-columns: repeat(14, [col-start] 1fr);
grid-gap: .75em;
}
We, again, are declaring a grid, and we are splitting up the available space by creating 14 columns with 1 fr-unit and giving each one a starting line named col-start.
This grid would display on web page as below:
Bringing the grids together
Now that we have got the two grids we need to help fulfil our requirements we need to put them together so that they are actually we we need.
The subgrid
There is no subgrid in CSS, yet. To workaround this for the new grid system we could nest the 14 column grid inside the full-width grid.
In the HTML we nest the 14 column inner grid inside the full-width container.
<div class="container">
<div class="inner">
</div>
</div>
So that the inner knows where to be laid out within the container we tell it what column to start and end with, with this code it would be the start and end of the main column.
.inner {
display: grid;
grid-column: main-start / main-end;
grid-template-columns: repeat(14, [col-start] 1fr);
grid-gap: .75em;
}
The CSS for the container remains unchanged.
This works, but we have added another div to our HTML. One of our requirements is to try and remove the potential for tag soup.
The faux subgrid subgrid
I wanted to see if it would be possible to place the CSS for the 14 column grid within the CSS for the full-width grid. I replaced the CSS for the main grid and added the grid-column-gap to the .container.
.container {
display: grid;
grid-gap: .75em;
grid-template-columns:
[full-start]
minmax(.75em, 1fr)
[main-start]
repeat(14, [col-start] 1fr)
[main-end]
minmax(.75em, 1fr)
[full-end];
}
What this gave me was a 16 column grid. I was unable to find a way to tell the main grid, the grid betwixt main-start and main-end to be a maximum of 1008px as required.
I trawled the internet to find if it was possible to create our main requirement, a 14 column grid which also allows for full-width components. I found that we could not reverse minmax to minmax(1fr, 72px) as 1fr is not allowed as a minimum if there is a maximum. I tried working out if we could make the min larger than its max but in minmax it would be ignored.
I was struggling, I was hoping for a cleaner version of the grid system we currently use but getting to the point where needing that extra <div> would be a necessity.
At 3 in the morning, when I was failing to get to sleep, my mind happened upon an question: “Could you use calc?”
At some point I drifted back to sleep so the next day I set upon seeing if this was possible. I knew that the maximum width of the central grid needed to be 1008px. The left and right columns needed to be however many pixels were left in the viewport divided by 2. In CSS it looked like I would need to use calc twice. The first time to takeaway 1008px from 100% of the viewport width and the second to divide that result by 2.
calc(calc(100% - 1008px) / 2)
The CSS above was part of the value that I would need to include in the declaration for the grid.
.container {
display: grid;
grid-gap: .75em;
grid-template-columns:
[full-start]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[main-start]
repeat(14, [col-start] 1fr)
[main-end]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[full-end];
}
We have created the grid required. A full-width grid, with a central 14 column grid, using fewer <div> elements.
See the Pen Design Systems and CSS Grid, 6 by Stuart Robson (@sturobson) on CodePen.
Success!
Progressive enhancement
Now that we have created the grid system required we need to back-track a little.
Not all browsers support Grid, over the last 9 months or so this has gotten a lot better. However there will still be browsers that visit that potentially won’t have support. The effort required to make the grid system fall back for these browsers depends on your product or sites browser support.
To determine if we will be using Grid or not for a browser we will make use of feature queries. This would mean that any version of Internet Explorer will not get Grid, as well as some mobile browsers and older versions of other browsers.
@supports (display: grid) {
/* Styles for browsers that support Grid */
}
If a browser does not pass the requirements for @supports we will fallback to using flexbox where possible, and if that is not supported we are happy for the page to be laid out in one column.
A website doesn’t have to look the same in every browser after all.
A responsive grid
We started with the big picture, how the grid would be at a large viewport and the grid system we have created gets a little silly when the viewport gets smaller.
At smaller viewports we have a single column layout where every item of content, every component stacks atop each other. We don’t start to define a grid before we the viewport gets to 700px wide. At this point we have an 8 column grid and if the viewport gets to 1100px or wider we have our 14 column grid.
/*
* to start with there is no 'grid' just a single column
*/
.container {
padding: 0 .75em;
}
/*
* when we get to 700px we create an 8 column grid with
* a left and right area to breakout of the grid.
*/
@media (min-width: 700px) {
.container {
display: grid;
grid-gap: .75em;
grid-template-columns:
[full-start]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[main-start]
repeat(8, [col-start] 1fr)
[main-end]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[full-end];
padding: 0;
}
}
/*
* when we get to 1100px we create an 14 column grid with
* a left and right area to breakout of the grid.
*/
@media (min-width: 1100px) {
.container {
grid-template-columns:
[full-start]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[main-start]
repeat(14, [col-start] 1fr)
[main-end]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[full-end];
}
}
Being explicit in creating this there is some repetition that we could avoid, we will define the number of columns for the inner grid by using a Sass variable or CSS custom properties (more commonly termed as CSS variables).
Let’s use CSS custom properties. We need to declare the variable first by adding it to our stylesheet.
:root {
--inner-grid-columns: 8;
}
We then need to edit a few more lines. First make use of the variable for this line.
repeat(8, [col-start] 1fr)
/* replace with */
repeat(var(--inner-grid-columns), [col-start] 1fr)
Then at the 1100px breakpoint we would only need to change the value of the —inner-grid-columns value.
@media (min-width: 1100px) {
.container {
grid-template-columns:
[full-start]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[main-start]
repeat(14, [col-start] 1fr)
[main-end]
minmax(calc(calc(100% - 1008px) / 2), 1fr)
[full-end];
}
}
/* replace with */
@media (min-width: 1100px) {
.container {
--inner-grid-columns: 14;
}
}
See the Pen Design Systems and CSS Grid, 8 by Stuart Robson (@sturobson) on CodePen.
The final grid system
We have finally created our new grid for the design system. It stays true to the existing grid in place, adds the ability to break-out of the grid, removes a <div> that could have been needed for the nested 14 column grid.
We can move on to the new component.
Creating a new component
Back to the new components we are needing to create.
To me there are two components one of which is a slight variant of the first. This component contains a title, subtitle, a paragraph (potentially paragraphs) of content, a list, and a call to action.
To start with we should write the HTML for the component, something like this:
<article class="features">
<h3 class="features__title"></h3>
<p class="features__subtitle"></p>
<div class="features__content">
<p class="features__paragraph"></p>
</div>
<ul class="features__list">
<li></li>
<li></li>
</ul>
<a href="" class="features__button"></a>
</article>
To place the component on the existing grid is fine, but as child elements are not affected by the container grid we need to define another grid for the features component.
As the grid doesn’t get invoked until 700px it is possible to negate the need for a media query.
.features {
grid-column: col-start 1 / span 6;
}
@supports (display: grid) {
@media (min-width: 1100px) {
.features {
grid-column-end: 9;
}
}
}
We can also avoid duplication of declarations by making use of the grid-column shorthand and longhand. We need to write a little more CSS for the variant component, the one that will sit on the right side of the page too.
.features:nth-of-type(even) {
grid-column-start: 4;
grid-row: 2;
}
@supports (display: grid) {
@media (min-width: 1100px) {
.features:nth-of-type(even) {
grid-column-start: 9;
grid-column-end: 16;
}
}
}
We cannot place the items within features on the container grid as they are not direct children. To make this work we have to define a grid for the features component.
We can do this by defining the grid at the first breakpoint of 700px making use of CSS custom properties again to define how many columns there will need to be.
.features {
grid-column: col-start 1 / span 6;
--features-grid-columns: 5;
}
@supports (display: grid) {
@media (min-width: 700px) {
.features {
display: grid;
grid-gap: .75em;
grid-template-columns: repeat(var(--features-grid-columns), [col-start] 1fr);
}
}
}
@supports (display: grid) {
@media (min-width: 1100px) {
.features {
grid-column-end: 9;
--features-grid-columns: 7;
}
}
}
See the Pen Design Systems and CSS Grid, 10 by Stuart Robson (@sturobson) on CodePen.
Laying out the parts
Looking at the spec and reading several articles I feel there are two ways that I could layout the text of this component on the grid.
We could use the grid-column shorthand that incorporates grid-column-start and grid-column-end or we can make use of grid-template-areas.
grid-template-areas allow for a nice visual way of representing how the parts of the component would be laid out. We can take the the mock of the features on the grid and represent them in text in our CSS.
Within the .features rule we can add the relevant grid-template-areas value to represent the above.
.features {
display: grid;
grid-template-columns: repeat(var(--features-grid-columns), [col-start] 1fr);
grid-template-areas:
". title title title title title title"
". subtitle subtitle subtitle subtitle subtitle . "
". content content content content . . "
". list list list . . . "
". . . . link link link ";
}
In order to make the variant of the component we would have to create the grid-template-areas for that component too.
We then need to tell each element of the component in what grid-area it should be placed within the grid.
.features__title { grid-area: title; }
.features__subtitle { grid-area: subtitle; }
.features__content { grid-area: content; }
.features__list { grid-area: list; }
.features__link { grid-area: link; }
See the Pen Design Systems and CSS Grid, 12 by Stuart Robson (@sturobson) on CodePen.
The other way would be to use the grid-column shorthand and the grid-column-start and grid-column-end we have used previously.
.features .features__title {
grid-column: col-start 2 / span 6;
}
.features .features__subtitle {
grid-column: col-start 2 / span 5;
}
.features .features__content {
grid-column: col-start 2 / span 4;
}
.features .features__list {
grid-column: col-start 2 / span 4;
}
.features .features__link {
grid-column: col-start 5 / span 3;
}
For the variant of the component we can use the grid-column-start property as it will inherit the span defined in the grid-column shorthand.
.features:nth-of-type(even) .features__title {
grid-column-start: col-start 1;
}
.features:nth-of-type(even) .features__subtitle {
grid-column-start: col-start 1;
}
.features:nth-of-type(even) .features__content {
grid-column-start: col-start 3;
}
.features:nth-of-type(even) .features__list {
grid-column-start: col-start 3;
}
.features:nth-of-type(even) .features__link {
grid-column-start: col-start 1;
}
See the Pen Design Systems and CSS Grid, 14 by Stuart Robson (@sturobson) on CodePen.
I think, for now, we will go with using grid-column properties rather than grid-template-areas. The repetition needed for creating the variant feels too much where we can change the grid-column-start instead, keeping the components elements layout properties tied a little closer to the elements rather than the grid.
Some additional decisions
The current component library has existing styles for titles, subtitles, lists, paragraphs of text and calls to action. These are name-spaced so that they shouldn’t clash with any other components. Looking forward there will be a chance that other products adopt the component library, but they may bring their own styles for titles, subtitles, etc.
One way that we could write our code now for that near future possibility is to make sure our classes are working hard. Using class-attribute selectors we can target part of the class attributes that we know the elements in the component will have using *=.
.features [class*="title"] {
grid-column: col-start 2 / span 6;
}
.features [class*="subtitle"] {
grid-column: col-start 2 / span 5;
}
.features [class*="content"] {
grid-column: col-start 2 / span 4;
}
.features [class*="list"] {
grid-column: col-start 2 / span 4;
}
.features [class*="link"] {
grid-column: col-start 5 / span 3;
}
See the Pen Design Systems and CSS Grid, 15 by Stuart Robson (@sturobson) on CodePen.
Although the component we have created have a title, subtitle, paragraphs, a list, and a call to action there may be a time where one ore more of these is not required or available. One thing I found out is that if the element doesn’t exist then grid will not create space for it. This may be obvious, but it can be really helpful in making a nice malleable component.
We have only looked at columns, as existing components have their own spacing for the vertical rhythm of the page we don’t really want to have them take up equal space in the component and just take up the space as needed. We can do this by adding grid-auto-rows: min-content; to our .features. This is useful if you also need your component to take up a height that is more than the component itself.
The grid of the future
From prototyping this new grid and components in CSS Grid, I’ve found it a fantastic way to reimagine how we can create a layout or grid system for our sites. It gives us options to create the same layouts in differing ways that could suit a project and its needs.
It allows us to carry on – if we choose to – using a <div>-based grid but swapping out floats for CSS Grid or to tie it to our components so they have specific places to go depending on what component is being used. Or we could have several ‘grid components’ in our design system that we could use to layout various components throughout a page.
If you find yourself tasked with creating some new components for your design system try it. If you are starting from scratch I believe you really should start with CSS Grid for your layout.
It really feels like the possibilities are endless in terms of layout for the web.
Resources
Here are just a few resources I have pawed over these last few weeks whilst getting acquainted with CSS Grid.
A collection of CodePens from this article
Grid by Example from Rachel Andrew
A Complete Guide to CSS Grid on Codrops from Hui Jing Chen
Rachel Andrew’s Blog Archive tagged: cssgrid
CSS Grid Layout Examples
MDN’s CSS Grid Layout
A Complete Guide to Grid from CSS-Tricks
CSS Grid Layout Module Level 1 Specification |
2017 |
Stuart Robson |
stuartrobson |
2017-12-12T00:00:00+00:00 |
https://24ways.org/2017/design-systems-and-css-grid/ |
code |
| 203 |
Jobs-to-Be-Done in Your UX Toolbox |
Part 1: What is JTBD?
The concept of a “job” in “Jobs-To-Be-Done” is neatly encapsulated by a oft-quoted line from Theodore Levitt:
“People want a quarter-inch hole, not a quarter inch drill”.
Even so, Don Norman pointed out that perhaps Levitt “stopped too soon” at what the real customer goal might be. In the “The Design of Everyday Things”, he wrote:
“Levitt’s example of the drill implying that the goal is really a hole is only partially correct, however. When people go to a store to buy a drill, that is not their real goal. But why would anyone want a quarter-inch hole? Clearly that is an intermediate goal. Perhaps they wanted to hang shelves on the wall. Levitt stopped too soon. Once you realize that they don’t really want the drill, you realize that perhaps they don’t really want the hole, either: they want to install their bookshelves. Why not develop methods that don’t require holes? Or perhaps books that don’t require bookshelves.”
In other words, a “job” in JTBD lingo is a way to express a user need or provide a customer-centric problem frame that’s independent of a solution. As Tony Ulwick says:
“A job is stable, it doesn’t change over time.”
An example of a job is “tiding you over from breakfast to lunch.” You could hire a donut, a flapjack or a banana for that mid-morning snack—whatever does the job. If you can arrive at a clearly identified primary job (and likely some secondary ones too), you can be more creative in how you come up with an effective solution while keeping the customer problem in focus.
The team at Intercom wrote a book on their application of JTBD. In it, Des Traynor cleverly characterised how JTBD provides a different way to think about solutions that compete for the same job:
“Economy travel and business travel are both capable candidates applying for [the job: Get me face-to-face with my colleague in San Francisco], though they’re looking for significantly different salaries. Video conferencing isn’t as capable, but is willing to work for a far smaller salary. I’ve a hiring choice to make.”
So far so good: it’s relatively simple to understand what a job is, once you understand how it’s different from a “task”. Business consultant and Harvard professor Clay Christensen talks about the concept of “hiring” a product to do a “job”, and firing it when something better comes along. If you’re a company that focuses solutions on the customer job, you’re more likely to succeed. You’ll find these concepts often referred to as “Jobs-to-be-Done theory”. But the application of Jobs-to-Be-Done theory is a little more complicated; it comprises several related approaches.
I particularly like Jim Kalbach’s description of how JTBD is a “lens through which to understand value creation”. But it is also more. In my view, it’s a family of frameworks and methods—and perhaps even a philosophy.
Different facets in a family of frameworks
JTBD has its roots in market research and business strategy, and so it comes to the research table from a slightly different place compared to traditional UX or design research—we have our roots in human-computer interaction and ergonomics. I’ve found it helpful to keep in mind is that the application of JTBD theory is an evolving beast, so it’s common to find contradictions across different resources. My own use of it has varied from project to project. In speaking to others who have adopted it in different measures, it seems that we have all applied it in somewhat multifarious ways. As we like to often say in interviews: there are no wrong answers.
Outcome Driven Innovation
Tony Ulwick’s version of the JTBD history began with Outcome Driven Innovation (ODI), and this approach is best outlined in his seminal article published in the Harvard Business Review in 2002. To understand his more current JTBD approach in his new book “Jobs to Be Done: Theory to Practice”, I actually found it beneficial to read his approach in the original 2002 article for a clearer reference point.
In the earlier article, Ulwick presented a rigorous approach that combines interviews, surveys and an “opportunity” algorithm—a sequence of steps to determine the business opportunity. ODI centres around working with “desired outcome statements” that you unearth through interviews, followed by a means to quantify the gap between importance and satisfaction in a survey to different types of customers.
Since 2008, Ulwick has written about using job maps to make sense of what the customer may be trying to achieve. In a recent article, he describes the aim of the activity is “to discover what the customer is trying to get done at different points in executing a job and what must happen at each juncture in order for the job to be carried out successfully.”
A job map is not strictly a journey map, however tempting it is to see it that way. From a UX perspective, is one of many models we can use—and as our research team at Clearleft have found, how we use model can depend on the nature of the jobs we’ve uncovered in interviews and the characteristics of the problem we’re attempting to solve.
Figure 1. Universal job map
Ulwick’s current methodology is outlined in his new book, where he describes a complete end-to-end process: from customer and competitor research to framing market and product strategy.
The Jobs-To-Be-Done Interview
Back in 2013, I attended a workshop by Chris Spiek and Bob Moesta from the ReWired Group on JTBD at the behest of a then-MailChimp colleague, and I came away excited about their approach to product research. It felt different from anything I’d done before and for the first time in years, I felt that I was genuinely adding something new to my research toolbox.
A key idea is that if you focus on the stories of those who switched to you, and those who switch away from you, you can uncover the core jobs through looking at these opposite ends of engagement.
This framework centres around the JTBD interview method, which harnesses the power of a narrative framework to elicit the real reasons why someone “hired” something to do a job—be it something physical like a new coffee maker, or a digital service, such as a to-do list app. As you interview, you are trying to unearth the context around the key moments on the JTBD timeline (Figure 2). A common approach is to begin from the point the customer might have purchased something, back to the point where the thought of buying this thing first occurred to them.
Figure 2. JTBD Timeline
Figure 3. The Four Forces
The Forces Diagram (Figure 3) is a post-interview analysis tool where you can map out what causes customers to switch to something new and what holds them back.
The JTBD interview is effective at identifying core and secondary jobs, as well as some context around the user need. Because this method is designed to extract the story from the interviewee, it’s a powerful way to facilitate recall. Having done many such interviews, I’ve noticed one interesting side effect: participants often remember more details later on after the conversation has formally ended. It is worth scheduling a follow-up phone call or keep the channels open.
Strengths aside, it’s good to keep in mind that the JTBD interview is still primarily an interview technique, so you are relying on the context from the interviewee’s self-reported perspective. For example, a stronger research methodology combines JTBD interviews with contextual research and quantitative methods.
Job Stories
Alan Klement is credited for coming up with the term “job story” to describe the framing of jobs for product design by the team at Intercom:
“When … I want to … so I can ….”
Figure 4. Anatomy of a Job Story
Unlike a user story that traditionally frames a requirement around personas, job stories frame the user need based on the situation and context. Paul Adams, the VP of Product at Intercom, wrote:
“We frame every design problem in a Job, focusing on the triggering event or situation, the motivation and goal, and the intended outcome. […] We can map this Job to the mission and prioritise it appropriately. It ensures that we are constantly thinking about all four layers of design. We can see what components in our system are part of this Job and the necessary relationships and interactions required to facilitate it. We can design from the top down, moving through outcome, system, interactions, before getting to visual design.”
Systems of Progress
Apart from advocating using job stories, Klement believes that a core tenet of applying JTBD revolves around our desire for “self-betterment”—and that focusing on everyone’s desire for self-betterment is core to a successful strategy.
In his book, Klement takes JTBD further to being a tool for change through applying systems thinking. There, he introduces the systems of progress and how it can help focus product strategy approach to be more innovative.
Coincidentally, I applied similar thinking on mapping systemic change when we were looking to improve users’ trust with a local government forum earlier this year. It’s not just about capturing and satisfying the immediate job-to-be-done, it’s about framing the job so that you can a clear vision forward on how you can help your users improve their lives in the ways they want to.
This is really the point where JTBD becomes a philosophy of practice.
Part 2: Mixing It Up
There has been some misunderstanding about how adopting JTBD means ditching personas or some of our existing design tools or research techniques. This couldn’t have been more wrong.
Figure 5: Jim Kalbach’s JTBD model
Jim Kalbach has used Outcome-Driven Innovation for around 10 years. In a 2016 article, he presents a synthesised model of how to think about that has key elements from ODI, Christensen’s theories and the structure of the job story.
More interestingly, Kalbach has also combined the use of mental models with JTBD.
Claire Menke of UDemy has written a comprehensive article about using personas, JTBD and customer journey maps together in order to communicate more complete story from the users’ perspective. Claire highlights an especially interesting point in her article as she described her challenges:
“After much trial and error, I arrived at a foundational research framework to suit every team’s needs — allowing everyone to share the same holistic understanding, but extract the type of information most applicable to their work.”
In other words, the organisational context you are in likely can dictate what works best—after all the goal is to arrive at the best user experience for your audiences. Intercom can afford to go full-on on applying JTBD theory as a dominant approach because they are a start-up, but a large company or organisation with multiple business units may require a mix of tools, outputs and outcomes.
JTBD is an immensely powerful approach on many fronts—you’ll find many different references that lists the ways you can apply JTBD. However, in the context of this discussion, it might also be useful to we examine where it lies in our models of how we think about our UX and product processes.
JTBD in the UX ecosystem
Figure 6. The Elements of User Experience (source)
There are many ways we have tried to explain the UX discipline but I think Jesse James Garrett’s Elements of User Experience is a good place to begin.
I sometimes also use little diagram to help me describe the different levels you might work at when you work through the complexity of designing and developing a product. A holistic UX strategy needs to address all the different levels for a comprehensive experience: your individual product UI, product features, product propositions and brand need to have a cohesive definition.
Figure 7. Which level of product focus?
We could, of course, also think about where it fits best within the double diamond.
Again, bearing in mind that JTBD has its roots in business strategy and market research, it is excellent at clarifying user needs, defining high-level specifications and content requirements. It is excellent for validating brand perception and value proposition —all the way down to your feature set. In other words, it can be extremely powerful all the way through to halfway of the second diamond. You could quite readily combine the different JTBD approaches because they have differences as much as overlaps. However, JTBD generally starts getting a little difficult to apply once we get to the details of UI design.
The clue lies in JTBD’s raison d’être: a job statement is solution independent. Hence, once we get to designing solutions, we potentially fall into a existential black hole.
That said, Jim Kalbach has a quick case study on applying JTBD to content design tucked inside the main article on a synthesised JTBD model. Alan Klement has a great example of how you could use UI to resolve job stories. You’ll notice that the available language of “jobs” drops off at around that point.
Job statements and outcome statements provide excellent “mini north-stars” as customer-oriented focal points, but purely satisfying these statements would not necessarily guarantee that you have created a seamless and painless user experience.
Playing well with others
You will find that JTBD plays well with Lean, and other strategy tools like the Value Proposition Canvas. With every new project, there is potential to harness the power of JTBD alongside our established toolbox.
When we need to understand complex contexts where cultural or socioeconomic considerations have to be taken into account, we are better placed with combining JTBD with more anthropological approaches. And while we might be able to evaluate if our product, website or app satisfies the customer jobs through interviews or surveys, without good old-fashioned usability testing we are unlikely to be able to truly validate why the job isn’t being represented as it should. In this case, individual jobs solved on the UI can be set up as hypotheses to be proven right or wrong.
The application of Jobs-to-be-Done is still evolving. I’ve found it to be very powerful and I struggle to remember what my UX professional life was like before I encountered it—it has completely changed my approach to research and design.
The fact JTBD is still evolving as a practice means we need to be watchful of dogma—there’s no right way to get a UX job done after all, it nearly always depends. At the end of the day, isn’t it about having the right tool for the right job? |
2017 |
Steph Troeth |
stephtroeth |
2017-12-04T00:00:00+00:00 |
https://24ways.org/2017/jobs-to-be-done-in-your-ux-toolbox/ |
ux |
| 204 |
Cascading Web Design with Feature Queries |
Feature queries, also known as the @supports rule, were introduced as an extension to the CSS2 as part of the CSS Conditional Rules Module Level 3, which was first published as a working draft in 2011. It is a conditional group rule that tests if the browser’s user agent supports CSS property:value pairs, and arbitrary conjunctions (and), disjunctions (or), and negations (not) of them.
The motivation behind this feature was to allow authors to write styles using new features when they were supported but degrade gracefully in browsers where they are not. Even though the nature of CSS already allows for graceful degradation, for example, by ignoring unsupported properties or values without disrupting other styles in the stylesheet, sometimes we need a bit more than that.
CSS is ultimately a holistic technology, in that, even though you can use properties in isolation, the full power of CSS shines through when used in combination. This is especially evident when it comes to building web layouts. Having native feature detection in CSS makes it much more convenient to build with cutting-edge CSS for the latest browsers while supporting older browsers at the same time.
Browser support
Opera first implemented feature queries in November 2012, both Chrome and Firefox had it since May 2013. There have been several articles about feature queries written over the years, however, it seems that awareness of its broad support isn’t that well-known. Much of the earlier coverage on feature queries was not written in English, and perhaps that was a limiting factor.
@supports ― CSSのFeature Queries by Masataka Yakura, August 8 2012
Native CSS Feature Detection via the @supports Rule by Chris Mills, December 21 2012
CSS @supports by David Walsh, April 3 2013
Responsive typography with CSS Feature Queries by Aral Balkan, April 9 2013
How to use the @supports rule in your CSS by Lea Verou, January 31 2014
CSS Feature Queries by Amit Tal, June 2 2014
Coming Soon: CSS Feature Queries by Adobe Web Platform Team, August 21 2014
CSS feature queries mittels @supports by Daniel Erlinger, November 27 2014
As of December 2017, all current major browsers and their previous 2 versions support feature queries. Feature queries are also supported on Opera Mini, UC Browser and Samsung Internet. The only browsers that do not support feature queries are Internet Explorer and Blackberry Mobile, but that may be less of an issue than you might think.
Can I Use css-featurequeries? Data on support for the css-featurequeries feature across the major browsers from caniuse.com.
Granted, there is still a significant number of organisations that require support of Internet Explorer. Microsoft still continues to support IE11 for the life-cycle of Windows 7, 8 and 10. They have, however, stopped supporting older versions since January 12, 2016. It is inevitable that there will be organisations that, for some reason or another, make it mandatory to support IE, but as time goes on, this number will continue to shrink.
Jen Simmons wrote an extensive article called Using Feature Queries in CSS which discussed a matrix of potential situations when it comes to the usage of feature queries. The following image is a summary of the aforementioned matrix.
The most tricky situation we have to deal with is the box in the top-left corner, which are “browsers that don’t support feature queries, yet do support the feature in question”. For cases like those, it really depends on the specific CSS feature you want to use and a subsequent evaluation of the pros and cons of not including that feature in spite of the fact the browser (most likely Internet Explorer) supports it.
The basics of feature queries
As with any conditional, feature queries operate on boolean logic, in other words, if the query resolves to true, apply the CSS properties within the block, or else just ignore the entire block altogether. The syntax of a simple feature query is as follows:
.selector {
/* Styles that are supported in old browsers */
}
@supports (property:value) {
.selector {
/* Styles for browsers that support the specified property */
}
}
Note that the parentheses around the property:value pair are mandatory and the rule is invalid without them. Styles that apply to older browsers, i.e. fallback styles, should come first, followed by the newer properties, which are contained within the @supports conditional. Because of the cascade, fallback styles will be overridden by the newer properties in the modern browsers that support them.
main {
background-color: red;
}
@supports (display:grid) {
main {
background-color: green;
}
}
In this example, browsers that support CSS grid will have a main element with a green background colour because the conditional resolves to true, while browsers that do not support grid will have a main element with a red background colour.
The implication of such behaviour means that we can layer on enhanced styles based on the features we want to use and these styles will show up in browsers that support them. But for those that do not, they will get a more basic look that still works anyway. And that will be our approach moving forward.
Boolean operators for feature queries
The and operator allows us to test for support of multiple properties within a single conditional. This would be useful for cases where the desired output requires multiple cutting-edge features to be supported at the same time to work. All the property:value pairs listed in the conditional must resolve to true for the styles within the rule to be applied.
@supports (transform: rotate(45deg)) and
(writing-mode: vertical-rl) {
/* Some CSS styles */
}
The or operator allows us to list multiple property:value pairs in the conditional and as long as one of them resolves to true, the styles within the block will be applied. A relevant use-case would be for properties with vendor-prefixes.
@supports (background: -webkit-gradient(linear, left top, left bottom, from(white), to(black))) or
(background: -o-linear-gradient(top, white, black)) or
(background: linear-gradient(to bottom, white, black)) {
/* Some CSS styles */
}
The not operator negates the resolution of the property:value pair in the conditional, resolving to false when the property is supported and vice versa. This is useful when there are two distinct sets of styles to be applied depending on the support of a specific feature. However, we do need to keep in mind the case where a browser does not support feature queries, and handle the styles for those browsers accordingly.
@supports not (shape-outside: polygon(100% 80%,20% 0,100% 0)) {
/* Some CSS styles */
}
To avoid confusion between and and or, these operators must be explicitly declared as opposed to using commas or spaces. To prevent confusion caused by precedence rules, and, or and not operators cannot be mixed without a layer of parentheses.
This rule is not valid and the styles within the block will be ignored.
@supports (transition-property: background-color) or
(animation-name: fade) and
(transform: scale(1.5)) {
/* Some CSS styles */
}
To make it work, parentheses must be added either around the two properties adjacent to the or or the and operator like so:
@supports ((transition-property: background-color) or
(animation-name: fade)) and
(transform: scale(1.5)) {
/* Some CSS styles */
}
@supports (transition-property: background-color) or
((animation-name: fade) and
(transform: scale(1.5))) {
/* Some CSS styles */
}
The current specification states that whitespace is required after a not and on both sides of an and or or, but this may change in a future version of the specification. It is acceptable to add extra parentheses even when they are not needed, but omission of parentheses is considered invalid.
Cascading web design
I’d like to introduce the concept of cascading web design, an approach made possible with feature queries. Browser update cycles are much shorter these days, so new features and bug fixes are being pushed out a lot more frequently as compared to the early days of the web.
With the maturation of web standards, browser behaviour is less unpredictable than before, but each browser will still have their respective quirks. Chances are, the latest features will not ship across all browsers at the same time. But you know what? That’s perfectly fine. If we accept this as a feature of the web, instead of a bug, we’ve just opened up a lot more web design possibilities.
The following example is a basic, responsive grid layout of items laid out with flexbox, as viewed on IE11.
We can add a block of styles within an @supports rule to apply CSS grid properties for browsers that support them to enhance this layout, like so:
The web is not a static medium. It is dynamic and interactive and we manipulate this medium by writing code to tell the browser what we want it to do. Rather than micromanaging the pixels in our designs, maybe it’s time we cede control of our designs to the browsers that render them. This means being okay with your designs looking different across browsers and devices.
As mentioned earlier, CSS works best when various properties are combined. It’s one of those things whose whole is greater than the sum of its parts. So feature queries, when combined with media queries, allow us to design layouts that are most effective in the environment they have to perform in.
Such an approach requires interpolative thinking, on multiple levels. As web designers and developers, we don’t just think in one fixed dimension, we get to think about how our design will morph on a narrow screen, or on an older browser, in addition to how it will appear on a browser with the latest features.
In the following example, the layout on the left is what IE11 users will see, the one in the middle is what Firefox users will see, because Firefox doesn’t support CSS shapes yet, but once it does, it will then look like the layout on the right, which is what Chrome users see now.
With the release of CSS Grid this year, we’ve hit another milestone in the evolution of the web as a medium. The beauty of the web is its backwards compatibility and generous fault tolerance. Browser features are largely additive, holding onto the good parts and building on top of them, while deprecating the bits that didn’t work well.
Feature queries allow us to progressively enhance our CSS, establishing a basic level of user experience across the widest range of browsers, while building in more advanced functionality for browsers who can use them. And hopefully, this will allow more of us to create designs that truly embrace the nature of the web. |
2017 |
Chen Hui Jing |
chenhuijing |
2017-12-01T00:00:00+00:00 |
https://24ways.org/2017/cascading-web-design/ |
code |
| 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 |