Field Label

Problem Summary: Identify Controls
Pattern Key: LABEL
Example:

Use When: For all controls
Solution:
  1. Every control is labeled so that the user can identify it and tell what it means and does.
    Note:  This does not preclude one label for multiple controls, if the meaning is clear.
    Example:
  2. Labels use title case, meaning that the first letter of every word is capitalized, except for prepositions, articles and other small or less important words.
    Example:  Unit of Measure
    Exception:  If the label is a long sentence or phrase, sentence casing should be used.  This should be rare; labels should normally be short, because customers should not have to read more than is needed for understanding.
  3. Labels for most controls go to the left of their controls and are left-aligned with no colons or other punctuation following them. Vertically, the top of a label aligns with the top line of its control.
  4. Alternatively, labels can go above the controls, with the controls indented 1 em from the labels.  This is good for long labels and is faster in rapid entry scenarios.
    Recommended:
      Place the labels above only where rapid entry is anticipated.
    Recommended:  In a given column, keep all labels to the left of their controls or all of them above.
    Example:

  5. Labels and controls do not touch each other, but have the width of a space between them.
    Example:  
  6. Watermark labels for text boxes are rarely used -- only when space is very tight and it is clear after the field is filled in what it is.
    Example:  
  7. Similar labels on different panels have consistent names.  For example, don't use Name one place and Description another.
  8. Underlining is reserved for links. Other text is never underlined.

Radio Buttons and Check Boxes

  1. Labels for radio buttons are displayed to the right of the option buttons. The label for a group of option buttons is displayed to the left or above, as for most controls.
  2. Labels for check boxes are displayed to the right of the check box.
    Note:  In a circumstance where this does not look good, use Yes-No radio buttons, as for "Solicitation" in the top example.
    Example:  See main example
  3. Labels for check boxes do not begin with "Is."
    Exception: The "Is %" column in the quantity table on the Price Sheet page, because it is not clear without it.

One Label for Multiple Controls

  1. Omit labels and put several fields on a line when it is natural to do so and the meaning is clear.
    Example:

         1 Box

    not

        Quantity  1
        Unit          Box

Rationale: NA
Accessibility: See Accessibility
Internationalization: See Internationalization
Where Used: Many places
Coding: Use SmartControl

Items of Note: None

Put to Use

Status: Review

Used in Conjunction with: NA

Related Patterns:

AttachmentSize
Field Labels - Vertical Example.png25.36 KB
Field highlighting Jeremy.png200.8 KB

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I don't like #i

Whereas you might be correct that there aren't a large number of places to make use of watermarks (though this is debatable itself); I think there are places we do want to use them and their usefulness in these situations is great enough that we will indeed use watermarks.

At the very least we should define how and when we want to use them and you can recommend against their usage if you'd like.

I plan to add this feature to SmartControl in the near future, which of course is driven by BOD, which means almost every field in the system will be able to make use of watermarks in the not too distant future.

jeremy

Restraint

It's a good idea to exercise some restraint, not using every possible technique just because we can, and keeping a lid on the number of different techniques that we use. Otherwise, it's sort of like a document laid out by an amateur who goes wild and uses too many fonts and colors.

However, if it's important in some places, I can go along with what you say. Let's see who else responds and where the needs are.

Are the comments about item b, capitalization?

In Pecos, we did title casing, and this is what our old guidelines called for. In Medina, we used sentence casing. As a result, I believe our products are inconsistent at this point.

In favor of title casing: In Medina, I had a number of problems where it was awkward to write messages (e.g. tooltips) because lots of quote marks were required to delineate field names, since only plain text was allowed.

In favor of sentence casing: It seems to be the newer convention, so it might make iMIS look more up-to-date.

Comments?

Sentence casing

I vote for sentence casing. It's more natural to read, more modern (as you noted) and makes it easier to recognize Names Of Things and FIELDS from the other text without punctuation. I'd even be OK with a convention which allows all lowercase on certain elements, namely anything where the text would be a sentence fragment anyway. (Button labels come to mind.)

Funny side note: IBM did a study way back in the early mainframe days to determine whether, if they could only use upper or only use lower, which was more readable. The study showed that lowercase was the better choice, hands down. It's easier to distinguish similar letters, even with a "worn ribbon" and so on. As the story goes, an executive decided to go with uppercase anyway because without it, it would not be possible to capitalize the name of God.

-- Bruce

Item a?

I'm not clear what the "Incorrect" statement in item a is referring to. Is is that "Upload" doesn't adequetly convey what the button control does in this instance?

Stacey Tarr

Incorrect Spacing

The incorrect example was supposed to indicate that controls should not touch, but always have a little space between them. Obvioulsy it's not clear, so I'll try to reword. Suggested wording is also welcome.

Should we use verticla labels most of the time?

See www.lukew.com/resources/articles/web_forms.html and make you comments here.

I like the look of vertical better

And, it allows for longer, more descriptive prompts.

However, there are cases where screen density is preferred to long scrolling screens. So, which to use depends on the situation.

That said, we plan to make it changable, probably on a per user/per page basis. Since BOD and SmartControl allow for both terse (shorter, to the left) and verbose (longer, above) prompts for every field, it is a very simple matter to switch between them.

Screen Density, etc.

1. Overall screen density is probably not much different, unless the fields are much wider than the labels.

2. I don't see where Luke W says he prefers right alignment. The loss of scanning efficiency (which he points out) seems much more important than the nearness to the actual fields.

3. Can we automatically make the labels bold in the vertical layout? Or maybe we could just always make them bold.

4. Maybe we could indent the actual fields a tad, to make it easier to scan the labels. By doing so, we would recover some of the advantage of the left justified horizontal layout.

Responses

1. Screen density is double in left vs. top prompts. I.e., you can fit twice as many fields in the same vertical space if the prompts are to the left.

2. He said that in person at the conference. What he litterally said, in answer to a question from the audience is:

"If you want people to go thru your form quickly, put prompts above or right justified. If you want them to slow down, and take more time, be more careful about what they enter, make the left justified." I took notes :)

You have argued elsewhere about nearness of prompts to fields being very important. In your simple example above it doesn't look like it'd make much difference, but sometimes the prompts have to be longer and hence fields with shorter prompts can be separated by quite a bit of white-space.

When you tab thru fields to do data entry, rather than read and click, this can lead to confusion.

3. Automatically bold in vertical layout - yes. But I wouldn't do it in the left prompt format. Luke specifically recommended against it. Again from my notes.

4. Not sure what you mean here.

Right justified prompts

In item F you say prompts to the left should be left justified.

I saw Luke speak at a conference in January and he said that:

1. Left justified prompts are better if you are looking at the page trying to find a certain field. I.e., it is better for scanning the prompts.

2. Right justified prompts are better if you are tabbing thru the fields., i.e., you know where you are and want to know what you should be entering.

Personally, I prefer the look of right justified prompts, but I rarely do data maintenance. I wonder which case is more important in iMIS. Data entry, or data editing? Or maybe this is another case where it depends on the context (screen)?

We'll do it in CSS of course, so it will be easy to change from one to the other (system wide). But,

a. SHould we support both, in different situations?
b. If we standardize on one or the other, what should be the default out of the box?

Lose the background

In his article, Luke recommends NOT using the background behind fields or prompts without a very good reason (e.g., to highlight the most important thing). It makes the screen visually more complex and harder to process.

You don't mention a rule about it one way or the other but it is shown with a background in the example.

I suggest removing it from the example and making a rule about when it may be used.

Background

At the time this was initially done, we were using background color to distinguish read-only values from other text. It's probably not the best way, but we do need a way to maintain a clear distinction, especially if we are going to do mostly vertical labels.

My preference is to put some kind of a box around a read-only value, but make it visually different from an editable value. Many systems use a light grey background within the box to indicate a read-only value. There is a value in using an established convention, but really, it could be anything.

From Jeremy

I am posting this from Jeremy.

I think I started this topic in the other thread on Lister, but it applies here, too.

If we justify the label to the left then we can have the value break below the label when the screen sizes down too small to accommodate both label and value on one line. If the label text were right-aligned then when this liquid break occurred, the label would be on top and towards the right of the value. I think the liquid breaks are better for smaller screens than forcing the user to scroll right, and so I think this makes a strong case for doing left-justified horizontal labels almost all of the time. We can still use the vertical align when we have larger input areas. But again, even there we could un-break the label-value row if the user had a large screen size big enough to accommodate having both on the same row.

Also, to help take the sting off the issue of having labels too far from values in Left-Justified Horizontal, we simply highlight the whole row on mouse over, then highlight yet a another color when the input control is focused.

NOTE: To see the graphic, see file Field highlighting Jeremy.png attached to the main post.

Background color

Good idea to use the background color to indicate the selected field and the one where the cursor is hovering.

Might still want the vertical scheme for in some places for rapid entry. How much rapid entry is done in iMIS? Is it mostly certain pages?

Rapid Entry

From: Edie Robertson
Sent: Monday, October 22, 2007 3:29 PM
To: Jim Sneeringer
Subject: RE: Rapid Entry

Jim:

I skimmed through the Field Label post and the comments attached.

I don’t know if I can answer the question – or understand the question well enough to answer.

But here are some loose thoughts about it:

1. Rapid Data Entry would primarily be focused on some very high volume transaction and other data entry scenarios, and the need for accommodating UIs for rapid data entry scenarios will most likely lessen over time as more and more of these transactions are processed on-line thru self service situations.

But in the meantime, the primary areas that most of our customers have a need for rapid data entry involve: entering fundraising gifts, entering billing payments and maybe sometimes entering new member or prospect contacts.

2. It was my understanding that, in many cases, if there is a need for rapid data entry, it would be an entirely different UI than the one that would be presented for on-line data entry scenarios – just as the rapid gift entry UI is totally different in iMIS 15.0. That particular rapid data entry UI is structured similar to that of a spreadsheet with 1 transaction per row and many of the columns pre-filled to a default value established for the batch of transactions.

NOTE: I think that the on-line forma registration UI (as in Stacey’s click-thru) is probably an exception to this general case that the self-service and high volume data entry users would experience different user interfaces. While the self service user will likely explore around and build his itinerary, when he decides to officially register for the complex event, he would probably experience the same concise form oriented UI that the staff user would be using for rapid entry of event registrations received by mail.

So – in short, I don’t believe that we should factor in rapid data entry needs into the mix of the general UI designs for Freedom – especially under the mantra that we are leading with the self-service needs first and will come back on pass two to account for the back-office user.

Let me know if I came close to answering the question you were asking, or if I missed the boat entirely.

Thanks,

Edie

________________________________________
From: Jim Sneeringer [mailto:Jim@Sneeringer.com]
Sent: Monday, October 22, 2007 11:18 AM
To: Edie Robertson
Subject: Rapid Entry

Edie,

Can you tell me how much iMIS is used for rapid data entry? Are most parts used for rapid entry sometimes, or is it only certain pages?

I’m asking because we’re trying to decide whether to optimize for rapid entry or not. See www.imiscommunity.com/field_label if you want the background.

Thanks.

Jim

Rapid data entry is its own beast

I think it does need its own patterns, but I agree with Edie that these can wait until we have the regular data entry off the ground.

In my posts below, I didn't really mean "Rapid" data entry, as opposed to just data entry. I was distinguishing Data Entry from Data Editing. e.g., in Data Entry you generally tab from field to field filling in each of the values. In Data Editing you are going into an existing record to make a change to just a few fields.

My thought was that when tabbing from field to field, one would want to more easily see what field they are updating so having a prompt that is close is best. When editing just a few fields of several, one would want to be able to scan the prompts more quickly to find what they are looking for.

So are you championing the

So are you championing the vertical layout or right aligned labels?

I think we give up too much with right aligned labels. Vertical is not a bad compromise, though. If we indent the actual fields a small amount. (See revised example in d above.) Then its not too hard to scan when editing, and the labels are still close to the fields so it's easy to see the relevant label.

The vertical layout is a bit awkward for check boxes, however, and it requires greater use of columns to make effective use of screen space.

Everything considered, I think horizontal, left aligned is the best (except for rapid entry), provided we do the background color as suggested by Jeremy. (See the revised main example, above.)

I'm not championing anything

Just want to make the right choice.

My current opinion is:
1. Use Vertical on the public stuff and anywhere width is a problem. Too often a public site's design is width constrained so vertical is always safe.

2. Default to Left aligned for staff (to save vertical scrolling) but give the ability to switch any page to vertical on a per user personalization basis.

I'm not a big fan of the flow thing Jeremy described. I wouldn't mind it for myself, but I think it is too big of a departure for our clients.

Something like the highlighting might work but I'm not sure I want to pay the price in performance. Probably not worth it.

Anyone else have thoughts

I agree with using vertical where width is a problem. Letting people switch might be OK too, although each page will tend to be designed for one and probably won't work well with the other.

As I said before vertical will work well too.

Is anyone else following this and want to chime in?

We need a champion

Come on, be the champ!

I don't think performance is an issue. The mouseover highlight is accomplished in IE7 with strict doctype and FireFox via pure CSS. If using IE6 they just won't get that, no biggie. The highlight on focus of select box is accomplished with some simple javascript (which works in IE6, too).

Not to mention, in addition to the highlight on focus, we can add another line of script in that function to auto-expand the containing PanelTemplateControl if it happens to be collapsed when the user tabs into it...this is very slick.

jeremy

Performance

I didn't realize that performance would be a problem. Where would this come in? Is it because the downloaded page size is bigger? How significant is it?

Vertical Example

I have attached an larger example of how the verticla layout might look. It's called Field Labels - Vertical Example.png, and it used the same fields as the main example. I did not use vertical layout for the all the check boxes on the right.

On Prompt Placement

The thread is getting long here, and comments buried, so I am making this at the top level, but for details read the thread.

1. I really don't like this highlighting the fields and prompt as you enter thing. Seems gimicky and I have never seen it done elsewhere.

2. I've been going back and forth on the left vs. right aligned prompts. In the end, I prefer the right aligned prompts. I just don't like seeing prompts so far from their fields. And this example is and is not a good example of why.

It is not a good example because we have not used any longer prompts to show how separate they can become. I suggest trying it with a single long prompt and the argument for right aligning will be more clear.

It is a good example because it seems we were forced to abbreviate Communication Reason to Comm. Reason above to make it look good. I REALLY don't like abbreviations in prompts unless they are very commonly accepted ones. Comm is not.

By they way, a quick survey reveals that:
- Amazon uses RIGHT
- SalesForce uses RIGHT
- Google uses RIGHT
- Yahoo! uses RIGHT
- Facebook uses RIGHT
- YouTube uses RIGHT
- Windows Live uses RIGHT
- MySpace uses both on different screens
- MS Office uses LEFT
- EBay uses LEFT
- Avectra uses LEFT
- BlackBaud uses LEFT

Here's what I've been reading

http://www.humanfactors.com/downloads/layout4.asp

The discussion starts for real under the heading "Solution."

This is in a discussion about design for Windows, but the same advice is repeated in a web context, just with less detail.

Check Boxes

This pattern says that the label should normally go to the left of a check box, which a few exceptions noted above.  I have come across a situation where we have the labels to the right, and before asking them to be changed, I want to make sure this is the way we want to go.

We once agreed to the rules above, but it was several years ago.  In favor of labels to the left:

·         It is consistent with most other fields, where labels are to the left

·         iMIS currently has the checkbox labels to the left.

In favor of labels to the right:

·         Most of the world has checkbox labels to the right.

·         It is consistent with Radio Buttons.

·         It is consistent with what is most often done on paper forms, although you do see both.

·         The same rule can be used for all checkboxes, so it’s a simpler rule.  (See the exceptions listed in the pattern.)

Please reply with your comments.

How about a compromise

Normally, I think checkboxes should have prompts/text to the right. But in some forms, this can look weird. I would suggest:

1. When using checkboxes, the prompt is always to the right
2. When it would look better to the left, use Yes/No radio buttons instead.

Works for me

What do others think?

I agree

I agree, I like the checkbox labels to the right. I'm not sure what our yes/no radio buttons look like. Do we have an example somewhere?

Yes-No Sample

Here's one from a voting site.  The "No Answer" choice is not necessary,
obviously.

That looks good to me

I fully agree with Rob's comment.
Stacey Tarr

A few lingering things:

  1. The samples look bad with the mixed fonts.
  2. On d, you say "Place the labels above only where rapid entry is anticipated." Prompts above is also very useful when the prompts need to be more verbose, such as on infrequently used screens (e.g., setup screens).
  3. I don't like the look of the 1em indent when the prompt is above. Thst really needed?
  4. I can't ever image a screen that looks like that second example, with 3 columns. Looks terrible to me. Can we make it look more realistic?
  5. On g, where it says "Name v. Description" what is the v. for? Seems like it should be a comma.
  6. Let's make sure that the justification of the prompts (left vs. right) is done via CSS so I can change it in my install :)