User Experience

iMIS15 themes

I am trying to create my own theme for the iMIS15 public view. All I did was copy the "C:\Program Files\ASI\iMIS15\iMIS_public\App_Themes\iMIS" folder and paste it into a new folder called "C:\Program Files\ASI\iMIS15\iMIS_public\App_Themes\CEDA". This way I could modify the style sheets as required, without affecting the iMIS theme.
I then went into the IIS iMISPublic virtual directory properties and went into the ASP.NET tab and clicked on "Edit Configuration". In the General tab, I modified the PublicSiteTheme to be "CEDA". In the Application tab I modified the "Page Theme Default" to also be "CEDA".

STC program: Exploring and Implementing Embedded Help

On October 2, Shannon and I attended the STC Austin presentation on Embedded Help by Paul Mueller, President of UserAid ("Delivering information when and where users need it").

Embedded Help systems seek this ideal: to answer users' questions without requiring them to ever ask for help, by making information available exactly when and where they need it. Users get the support they need without leaving the task they are working on. This presentation reviewed UI and technological strategies for embedding user assistance in both web and non-web user interfaces.

Social networking technologies: critical for product marketing

I attended the e-learning SIG program for ASTD Austin last night, hosted by National Instruments and led by 360training. Working through all of the new social networking technologies that affect training, we only tackled half the list, so we're continuing next month! The biggest surprise to me was the power these technologies could bring for product marketing, beyond their great usefulness for training. Here are my ideas, based on what I heard:

Interaction Design Pattern Library

This site has some great design patterns used by lots of the most popular websites.

iMIS15 animated cursor

Here, by popular demand (well, one request, anyway), is an animated cursor based on the iMIS 15 icon. To install it, copy the iMIS15.ani.txt file to your windows\cursors folder. Take off the .txt extension. In Control Panel / Mouse / Pointers, Browse to this cursor for the "Busy" and "Working in Background" selections. Click Apply and you're done.

Link: Free usability advice

Too good not to share: Free Usability Advice, from our friends at Expero. (See my prior blog entry.)

It's intended to provide short, general answers to broad topics about user-centered design. (They're considering adding a separate section to handle the non-usability questions, which do, of course, get submitted. Should be fun!)

Usability review of new Helpsite

This week several of us in InfoDev attended a 2-day seminar on Web Content Usability, taught by Expero, a local usability firm. Lots to say about that, but I'll start with the end, where we asked for and received a quick evaluation of usability issues with our new Helpsite. Here's what we got, in the order they were brainstormed:


Problem Summary: Data is displayed
Pattern Key: FIELD
Example: See embedded Examples.
Use When: All fields
  1. Do not display internal codes (especially system-generated Guids) to the customer.
    Examples: If 0 represents no selection, display something like "(None)," not "0." If 1-99999 represents a range of values starting at 1 with no maximum, display "1-", not "1-99999." Even if there is a physical limit to the maximum value, the customer only sees a value if he/she specified the value.
  2. Currency values are displayed in a fixed-width font with the proper number of decimal places for the currency (e.g. 2 places for US dollars), right aligned, and with no currency symbol. However, the abbreviation for the currency in use (e.g. USD) is displayed somewhere on every page that has currency values. If a page displays values in multiple currencies, then the currency for each value must be unambiguous.
  3. Dates and times are displayed according to the conventions of the locale.
  4. If the customer cannot enter a time, no time should be displayed. (Do not display midnight in this case.)
  5. Recommended: Display the day of the week only when it is helpful and there is space.
  6. Recommended: Display the month as a word (e.g. January) only when some formality is called for (i.e. in a printed letter) and there is space.
  7. Numeric values (including currency values) are displayed in a fixed-width font and right aligned. Note that alignment should be with other values, not with the right edge of the panel.
    Recommended:  Try to avoid different numbers of decimal places in the same column, or align to the decimal point.
    Exception:  ID numbers (such as zip codes, phone numbers, part numbers, SSN, and the like) are left aligned, even when they are entirely numeric.
    Examples:   Fields - Example - Currency alignment.png
  8. For numeric values where the number of places varies (e.g. quantities, which could be pounds, ounces, gallons, each, etc.) trailing zeros after the decimal place will be removed. For example, 3.00 shirts will be changed to 3 shirts.
    Rationale:  This may cause misalignment, but it is not that important because it will rarely happen and is not all that confusing. Nobody is going to be scanning the column or trying to add 3 shirts to 2.5 pounds of nails, so alignment is not all that important in this case.
  9. Display fields in the order they are usually displayed and in the order they normally occur.
    Example: On order forms, invoices, and throughout the system, the number of items precedes the unit of measure, so the user sees 1 Box, not Box 1.
  10. 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
  11. Recommended: Controls that are not available (because of other parameter choices, security, roles, etc.) are shown disabled (gray).
    Alternate: They may be hidden instead if a case can be made that the page would be too confusing or cluttered, taking into account the sophistication and training level of the user, and the likelihood that someone for whom controls are disabled or hidden would need those controls.
    Exception: Surf-to-Edit controls are hidden from those not authorized to use them.
  12. When a page is first displayed, the cursor is placed in the field where the customer is most likely to want to enter data, usually the first field on the page.
Rationale: See embedded Rationale notes.
Accessibility: See Accessibility
Internationalization: See Internationalization
Supporting Examples: None
Where Used: Many places

Items of Note: None

Usability session: Mining Usability Feedback Sources

Presenters: Ted Sienknecht, Marcia Kerchner

Concept: We're overlooking a wealth of usability-related data we have on hand!

Where to gather information?

. Lessons learned: Study system usage statistics and user feedback from current/prior releases for possible improvements and functionality
. Software evaluations: Study other software users currently use for implementations they expect or understand
. Field observations: Watch users while they perform relevant tasks and note process, actions, systems, problems, needs, etc.
. Interviews & Focus groups: Use structured inquiry with users about their opinions and experiences
. Task analysis: Investigate typical tasks users perform on the system
. User profiles: Create representative identities for user subgroups (personas)
. Help desk logs: Read help requests for areas for improvement or new functionality

UPA Conference 2007 - Report to Date - June 12

From: Jim Sneeringer []
Sent: Tuesday, June 12, 2007 8:47 PM
To: UserExperience
Subject: UPA Conference Report to Date

Tutorial on Pattern Libraries

a. The main think I learned here is that Sara did a great job of setting up or template.