OmniGraffle 5: Creating Web Sitemaps and Wireframes

OmniGraffle 5: Creating Web Sitemaps and Wireframes

with Jason Osder

 


In OmniGraffle 5: Creating Web Sitemaps and Wireframes, Jason Osder explores OmniGraffle, the premier visual diagramming program on the Mac platform and a frequent choice for developing wireframes and sitemaps. This course covers using OmniGraffle's drawing and layout tools, information architecture best practices, and advanced techniques such as creating custom stencils and enhancing diagrams with interactivity. This course also includes sample take-home projects as well as stencil documents and templates to streamline future work. Exercise files accompany the course.
Topics include:
  • Developing for interactive media
  • Using shapes and lines for information architecture
  • Working with text
  • Using and customizing stencils
  • Aligning, grouping, and locking objects
  • Using automatic layouts for sitemaps
  • Positioning content elements
  • Iterating wireframes based on feedback
  • Wireframing for mobile devices

show more

author
Jason Osder
subject
Web, Prototyping, Wireframing
software
OmniGraffle 5
level
Beginner
duration
2h 15m
released
Aug 17, 2010

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Introduction
Welcome
00:04Hi! I'm Jason Osder, and I'd like to welcome you to OmniGraffle 5, Creating Web
00:10Sitemaps and Wireframes.
00:12This course covers how to use OmniGraffle to create two fundamental information
00:17architecture diagrams.
00:19First, I'll demonstrate using shapes, lines, and stencils to create informative
00:24sitemaps that show you the organization of content.
00:28Then we'll use these sitemaps to go to the next stage of the process, where we
00:32create wireframes to diagram the layout of individual pages.
00:37Throughout, we'll explore valuable and time-saving tools inside the
00:41OmniGraffle interface.
00:43The payoff is a clear economical process, where key stakeholders can get on the
00:48same page with the whole development team.
00:51If you're an experienced information architect, this course will help you make
00:55the most of OmniGraffle.
00:57If you're new to interactive development but need to communicate your ideas
01:01effectively and efficiently, you're going to love this course.
01:05As a media producer and information architect, I'm excited to share with you
01:10techniques that have helped me build a successful career.
01:13Now, let's jump in to OmniGraffle 5 Creating Web Sitemaps and Wireframes.
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Understanding the interactive development process
00:00How do sitemaps and wireframes fit in the overall interactive
00:05development process?
00:07Before we start making these diagrams, I want to address that question.
00:12Sitemaps and wireframes are part of information architecture, which is basically
00:17preproduction for web sites.
00:20Like real-world architecture, the idea is to create a series of diagrams, or
00:25pictures, that describe the web site you're going to build before you actually build it.
00:32There are more than two types of information architecture diagrams, but I find
00:37that sitemaps and wireframes are two of the fundamentals, useful in pretty much
00:43any web site you may be building.
00:46Remember that these are process-oriented documents.
00:50The point is not to make them all beautiful.
00:53They are functional.
00:55You want them to work as a communication tool that helps your team collaborate.
01:01The end goal of information architecture is a streamlined economical process
01:07where overages in design and coding are avoided because good planning has taken
01:13place at an earlier stage.
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Using the exercise files
00:00If you are a premium member of the lynda.com Online Training Library, or if
00:05you're watching this tutorial on a DVD-ROM, you have access to the exercise
00:09files used throughout this title.
00:12I've already downloaded my exercise files, and they're in this folder on my Desktop.
00:16If I open the folder, you see that each chapter has exercise files in a folder,
00:22Chapter 2 through 6.
00:23Also, there's a folder for stencils with some OmniGraffle stencils.
00:28We'll be using these, but you never have to access this folder.
00:32You'll access the stencils from inside the OmniGraffle interface.
00:37If you're a monthly subscriber or annual subscriber to lynda.com, you don't
00:41have access to the exercise files, but you can follow along from scratch with your own asset.
00:47Now that that's all clear, let's jump in.
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1. Using OmniGraffle for Wireframes and Sitemaps
Understanding OmniGraffle's strengths
00:00Why OmniGraffle for sitemaps and wireframes?
00:03Why this tool for this job?
00:07There are some great reasons to use OmniGraffle for sitemaps and wireframes.
00:11Let's quickly go over them.
00:13First, OmniGraffle is a diagramming program, not a drawing program, and that's
00:18an important distinction.
00:19It means that when you make a shape or a line in OmniGraffle, it's an
00:24object, and it's smart.
00:26Lines can be attached to shapes, and that attachment will stick.
00:30They're not just pictures.
00:32They're objects that are smart.
00:34That means that building diagrams like this in OmniGraffle is very quick to get
00:39going, and it's very easy to make changes if you need to.
00:43That's really important for this type of work.
00:45These are living documents that need to evolve with your process.
00:51Lastly, OmniGraffle is extensible.
00:54That means that it works well with items that don't start within the software.
00:59This includes stencils which are pre-made graphics that you can download off the web.
01:05You can also import images like logos and exporting different image types and
01:10print outs is no problem either.
01:13So that's why we're here.
01:15OmniGraffle is a great tool for sitemapping and wireframing.
01:20In the movies that follow, I'll be building on this central idea, but it is the
01:26whole reason for this program.
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Using best practices in a sitemap
00:00The idea of a sitemap is to represent the content of a site in a way that is
00:05organized and conveys the way the end user will experience this content when
00:10it is on the web site.
00:12Rarely does the end user ever see a visual representation of a sitemap;
00:17rather, it's an internal guide for the development team to really conceptualize
00:23how the web site is going to function.
00:27Here are some rules of the road to keep in mind as you are creating sitemaps.
00:32First, like a geographical map, a sitemap takes a bird's eye view.
00:37It's a big picture of what the content looks like.
00:41It doesn't need to convey every single detail.
00:44Second, it's common to see sitemaps in a hierarchical structure, like a tree.
00:50This is logical because most web sites have a single entry point called a
00:54homepage that then expands out to other content.
00:57While this is the norm, don't make it a limiting factor in your web site designs.
01:03Third point is that you should be able to conceptualize and imagine a user's
01:07path through the site on a sitemap.
01:10This is another way it's like a geographical map.
01:13You should be able to look at it as if you are going to plan a journey.
01:17Last, the sitemap is often the very first information architecture
01:21document created, and it's a living document that evolves throughout the
01:26development process.
01:28Sometimes you even make changes to a sitemap once the site is live if new
01:32sections are going to be introduced.
01:36There's some high-level thinking to keep in mind while you are making sitemaps.
01:41There is a lot written about information architecture theory a and lot of it is
01:45quite good and quite useful.
01:47But there are no strict rules, so I encourage you, with some big ideas in mind,
01:53to get into just making sitemaps in OmniGraffle and develop your own tropes of
01:58how to do this.
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Using best practices in a wireframe
00:00Wireframes are a representation of the layout of a web page, rendered with
00:05structural clarity and without design elements that will distract.
00:10The idea is to denote how content and navigation are going to manifest on an
00:16individual web page.
00:18If we use a comparison to regular architecture, wireframes are a lot like floor plans.
00:25That's the really big picture.
00:27Here are some practical things to keep in mind as you design wireframes.
00:31First, there are certain things you really need to avoid in wireframes for
00:35clarity and top of the list is colors.
00:38Color denotes style and design, whether you want it to or not;
00:42you can't tell someone to ignore the red.
00:45It's just not possible.
00:46So while color coding is acceptable on a sitemap, you really need to avoid it on a wireframe.
00:52Special fonts work pretty much the same way.
00:55Stick to a really basic palette of fonts and just use different font weights and
01:00sizes to denote the conceptual weight of different headings.
01:04Avoid any special fonts.
01:07Generally you need to make a wireframe for each major template, or page type, in your site.
01:13Complex interactions often require additional wireframes to fully describe them.
01:19Wireframes should always be built-in a way that's easy to edit.
01:24This is a process document and part of the process is rearranging things
01:28visually, possibly many times, to try out different ideas.
01:33It's important that you have a flexible mode to work here.
01:37Wireframes, more so than sitemaps, are a functional document used by
01:42other people on the team.
01:43Once finalized, designers and coders will use your wireframe to do their work.
01:50Wireframes are extremely useful if done correctly.
01:54We are going to dig in on how to execute these principles with OmniGraffle, but
02:00I can pretty much guarantee that if you follow these principles for wire-
02:05framing, it will lead to greater efficiency in your development process.
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2. Common Techniques for Wireframes and Sitemaps
Using shapes
00:01If you really want to understand how OmniGraffle differentiates itself from
00:05drawing programs, one key to that question is shapes.
00:11There are several kinds of objects in OmniGraffle, but shapes, in a lot of ways,
00:14are the most fundamental.
00:16So let's start by seeing how they really work.
00:19Here in OmniGraffle, you see I have a document open with several shapes out on
00:23the canvas, and I also have the shape stencil open.
00:27We'll talk more later about finding and using stencils in detail.
00:32I'm using OmniGraffle Pro.
00:33If you're using OmniGraffle Standard, your layout may look slightly different,
00:38but you should still be able to follow along with most of the steps that I do.
00:42As you can see from this document, shapes can in fact be all sorts of different shapes.
00:49Once a shape is on the canvas, you can use the regular Selection tool to select
00:53it, move it and also manipulate it using these handles.
00:59So shapes are very flexible.
01:01When shapes touch each other, they don't really interact with each other.
01:04They'll never get stuck on one another or, if you've used a program like Flash,
01:09one will be subtracted from another.
01:12They do have a layered order, and that's based on the order that they're created
01:16in, so one shape is inherently in front of another shape;
01:20however, you can adjust that by moving shapes to the back or the front
01:25with these buttons.
01:26There are two ways to make a shape to begin with.
01:29First, there are stencils, and I often just take a shape from the shapes stencil
01:33or a different stencil and drag it out onto the canvas to create a shape.
01:38You also have a set of Shape tools up here, and if you click once, you activate
01:43a single use of the Circle tool.
01:46So now I get a single circle, and I've reverted to the Selection tool, which
01:51will let me adjust it.
01:52If I click and hold the Shape tools, I get a menu of all sorts of different
01:57shapes, and this is actually dynamic.
01:59As you add shapes to your document, you will see different choices populate here.
02:05So I can pick something I want, like Stars, and if I click a second time on the
02:10tool, I get persistent use, if you see the way the little 1 disappeared.
02:14Now, I can make multiple stars without grabbing another tool.
02:19If I want to switch back to the Selection tool, I have to actually click it.
02:24So there you have shapes, simple, but also powerful.
02:28Every building starts with a brick, and in OmniGraffle our bricks are shapes, the
02:34fundamental unit that we use for building diagrams.
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Using lines
00:01When we think about classic information architecture, the phrase "boxes and
00:05arrows" comes to mind.
00:06Those classic flowcharts that show the path for a web site, and that's exactly right.
00:12In OmniGraffle, the boxes are generally shapes, and the arrows are generally lines.
00:17So let's really see how lines work.
00:20Give the Line tool a single click, and that will activate it for single use.
00:25Now, click a shape on the canvas, and now we've started our line.
00:31You can see as I move the pointer now, the end of the line moves around, and if I
00:36move to a shape, that shape becomes highlighted.
00:39If I click that shape, I've now ended my line.
00:43Also, we revert to the Selection tool because the Line tool was active for only a single use.
00:48Now, if I move either of my shapes that are connected, the line moves with
00:53them because it's smart. It's not just a piece of the drawing; it actually
00:58connects these two shapes.
01:00If I select the line itself, it becomes highlighted, and I also see a red and
01:07a green dot, indicating the beginning and the end of the line.
01:11I can drag either dot and change where the line connects to.
01:17I can connect lines to shapes, lines to other lines, and I can also just connect
01:22a line into space.
01:24To control the style of my line, I've opened the Lines and Shapes Inspector.
01:30This lets me control the thickness of my line, the look of the line itself,
01:34including a lot of choices for dotted and dashed lines, and also the end points.
01:40So currently, this line has nothing on the beginning and an arrow on the
01:45terminus, but if I prefer a heavy dot on the beginning, I can create that heavy,
01:50dark dot, and we see it there.
01:54Lines and shapes are core elements of OmniGraffle, and they work together nicely.
02:00This is a real key to good sitemaps, in particular.
02:05There's more to learn about manipulating these fundamental elements.
02:10And for more detail, make sure to check out the OmniGraffle Essential Training on
02:14the lynda.com Online Training Library.
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Working with text
00:00Information architecture is primarily a visual mode of communications, but in no
00:06way does that make text irrelevant.
00:08In fact, textual content can be a really important way to convey information on these diagrams.
00:15OmniGraffle has a robust set of text tools.
00:18You are able to have stand-alone text elements, as well as text that is embedded
00:22on a line, or in a shape.
00:24Let's see how these text tools work.
00:27I have a simple example here, for starters.
00:29I have a nearly complete sitemap, and I just want to add a title to the top to
00:34practice getting used to the text tools in OmniGraffle.
00:38Click your Text tool on the toolbar, and that activates it for a single use.
00:43Now, click once on the canvas and start to type.
00:46The name of this document is the Hansel & Petal Sitemap.
00:56Hansel & Petal is the name of the flower company.
01:00So now we have a text element. It's going a little off to the edge of the page,
01:03but that's okay because we can select it and move it around with the regular
01:07Selection tool, much like any other object.
01:11You can change nearly anything about this text, but there's a few tricks using
01:15the keyboard that I really like about OmniGraffle.
01:18First, you have Command+Plus and Command+Minus, and that will make your text
01:23bigger and smaller with just a quick keystroke.
01:27And then second Command+B for bold works, as does Command+I for italic, and they will toggle.
01:35Those two are really handy because they're consistent with what you find in
01:38other programs, and they let you style your text very quickly.
01:42But to get deeper you, need to go to the Text Inspector.
01:46That's over here along with the rest of the Style Inspectors on top of
01:50your Inspectors window.
01:51Here, I have control of alignment, and I also have access to full-fledged
01:56palettes that will be familiar to users of other Mac applications,
02:00Fonts - which gives me complete control - and Colors.
02:06If I wanted different color for my text, I can just go to the color wheel, or any
02:10of these pickers, and color the text.
02:14As you would expect, we have the controls over text that you would find in most
02:18other visual programs.
02:20Remember that we also have a line labels that function a little bit differently,
02:24and we'll cover them later in this program.
02:27It's true that wireframes and sitemaps are both information architecture
02:31documents that are visual in their nature, but clear communications also
02:36requires the use of text.
02:39You don't want to overuse text in these diagrams, but when there's a need for it
02:43you want to use text in a way that's effective and fits with your document, so
02:48get comfortable with these tools.
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Using stencils
00:00Stencils are pre-built graphic sets for OmniGraffle, and they really expand
00:05what you can do with the program, because they are available to fit so many types of diagrams.
00:11In this movie, we are going to take a look at how the Stencil palette works,
00:15because it really unlocks some power in this program.
00:18I have a blank document, and I have my Stencils palette open, and I've got the
00:23Africa stencil selected.
00:25If you are not seeing your Stencils palette, you may have to hit the Stencils
00:29button here to open it.
00:31The top part of the Stencils palette is simply where you find stencils.
00:35The Stencils Library are the ones that ship with the program plus the ones
00:39that you have installed.
00:41You also have a couple views at top, and that affects how your stencil is
00:46displayed down here in the Stencil area.
00:48So one view mode shows all of the shapes in the stencil assembled - in this
00:53case into the continent of Africa - and the other view mode shows each of the individual shapes.
00:59We also have a search box, but we are going to look at that in the next movie.
01:04Once you select a Stencil shape, you see details about it in the Metadata
01:09pane at the bottom.
01:11You can also drag shapes from either view out onto the canvas and start making
01:16a diagram with them.
01:17At the bottom of the Stencils palette is a small style palette that relates to
01:22the specific shapes in the stencils.
01:25That means if you have a shape but you want its style to match a different shape
01:32in a stencil, you can select that shape and then drag any of the individual
01:37styles to the shape you have created.
01:41That's all you need to know about the Stencils palette.
01:45But the power of stencils is really unlocked when you start to recognize the
01:49great variety of stencils that are available, all for free. You need to find the
01:54best stencil to meet the needs of your project, a sitemap or wireframe, and we
01:59will be seeing that coming up in an upcoming movie.
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Finding Stencils
00:00How do you go about finding the best stencil for the job?
00:03Well if you use OmniGraffle like I do, this is no small question because the
00:07stencil that you choose will go a long way to determining the look of the final diagram.
00:13I always take my time at this stage, and also sometimes I take an existing
00:18template and augment it to fit my needs.
00:21Sometimes I also make a custom stencil to save these changes, but these are
00:26things we will cover in later movies.
00:28For now, let's just look deeply about how to search for and review stencils that
00:33we are thinking about using for a diagram.
00:36I have still got my Stencils palette open, and I want to return to the
00:39Search box that's up top.
00:41Just pull down this small menu here because it shows some interesting things.
00:46This choice right here to search Local or to search Graffletopia is really
00:51important because there is really only two places that you are going to find a
00:54stencil: One is it's going to be on your local computer
00:57because you created it, or you downloaded it already, or someone sent it to you to use;
01:03or Graffletopia, which is the online repository of OmniGraffle stencils.
01:09So let's choose Local because I just want to search our hard drive for now.
01:14In the Search box, I want to type "web flow" and hit Return.
01:20This yielded a search result for me called Web Flowchart, and if you have
01:25downloaded the exercise files, you will also get this result because the Web
01:29Flowchart stencil is in that package.
01:31If I select the Web Flowchart stencil, I now see a selection of what's available
01:37to me in the Stencil window,
01:39but I also see something special. It says Install.
01:43You will only see that the first time you use a new stencil, and it's telling
01:47me that the Web Flowchart stencil is on my computer, but it's not yet installed by OmniGraffle.
01:54This is really easy to deal with because you just seem to hit this button, and
01:58it will install itself.
02:00When you see this in the future, I won't have to install again.
02:05Now I see my installed Web Flowchart.
02:09When you install the stencil, a copy of the stencil was made.
02:13That means a copy is still sitting in the Exercise folder, and a copy is in the
02:18library where installed stencils live.
02:22That's why I see two search results right now.
02:25This Web Flowchart stencil is now ready to go, and you can see that it has a lot
02:30of shapes that will be really useful for sitemapping.
02:35I do want to also do a search on OmniGraffle, so that you can see everything
02:39that's available there.
02:40If I pull down this menu and I change over to Graffletopia, and I do maybe a
02:45more general search, like just "web," we are going to see a lot of results from
02:50the online library.
02:52You can see that when you search Graffletopia with a general term like web, you
02:57get a lot of choices, and some of them will be useful for us.
03:01If we click one of these choices, you see a very small display, and if you want to
03:06see more, you need to download.
03:08Let's take a look at iPhone Wire Frames, because that's something we are going to
03:13use later in this course.
03:15If I want to take a closer look at it, I need to download.
03:20Now the Stencil has been downloaded, but it's not yet been installed.
03:24So I can't drag objects out to use them yet.
03:27But I can see what this stencil offers, and if it's something that I am going to
03:33use, I now will install and start to use it.
03:35There will always be times in your work that you want to build shapes from scratch.
03:40But stencils are extremely powerful because you have available to you so many
03:45shapes that will be useful for wireframing and sitemaps.
03:49This is an important part of the process, so when you're starting a new project,
03:54you really want to take your time and search and shop for the stencils that
03:59will fit your needs.
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Aligning and distributing
00:01Do want your sitemaps and wireframes to look really professional?
00:04Well an important key is alignment and distribution.
00:08That's just getting all of the objects to line up in nice straight lines and
00:12getting the spacing between them nice and even.
00:15It seems like a small thing, but it does a lot to add professionalism and just a
00:21good look to your diagrams.
00:23I have got a really basic sitemap here.
00:26We probably have the tools at this point to draw something like this, and it
00:30does convey some important information, but it doesn't look particularly neat,
00:34and that's what I want to work on.
00:36There's a couple of ways to work on alignment and distribution in OmniGraffle,
00:41and one that I like is called snapping.
00:44Observe that as I move items, you'll see snapping lines. You see there is that
00:49blue one, and sometimes I will see a pink one.
00:52The pink Snapping line always indicates alignment to the canvas.
00:56So right now this HOME shape is directly in the middle, and that's great - right where I want it.
01:03I also see snapping lines when things align to each other.
01:07There is a blue line when I have contact aligned with ABOUT.
01:11I'll move BLOG up between them, and we will also notice, as I move side to side, I
01:19see Snapping lines for distribution.
01:21You see the measurement between the shapes showing me that they are
01:26evenly distributed.
01:29Snapping really helps get things aligned, and you can select multiple shapes,
01:35this time with a lasso selection as I drag to select multiple things, and then
01:41that will also snap.
01:42So here is all four - boom - right in the center.
01:46Look how quickly my site map cleans up just using this type of snapping,
01:53alignment, and distribution.
01:55There is more to it, however, because you may reach a point that you need
01:59greater control, and that's found in the Alignment Inspector.
02:04The Alignment Inspector is here.
02:05It's at the bottom of the Inspector window, and it's the fourth one over, Alignment.
02:11This lets you align exactly and distribute exactly.
02:16So if I want all four of these aligned, this time shift to select all of them, and
02:22then this button will align to their centers.
02:26Similarly, I have Distribution that will give me a measurement.
02:29So if I want each of these to be 1/10 of an inch apart, now they're perfect.
02:37I like a combination of snapping and the Alignment Inspector to get
02:42everything perfect.
02:43I use snapping throughout my process to get things basically neat, and then for
02:48final tweaks, I often use the Alignment Inspector.
02:52These tools are surprisingly important for sitemaps and wireframes.
02:57Your job as an information architect is to render things so that they look neat
03:02and clean, easy for people to understand.
03:05With that as your goal, alignment and distribution are important tools for
03:10you to achieve it.
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Grouping and locking objects
00:00What do you do when your sitemap or your wireframe starts to have so many
00:04elements that it's hard to keep them organized and hard to work on one part
00:09without disturbing another part of the diagram?
00:12This is where grouping and locking objects comes in really handy, and that's
00:17what this movie is all about.
00:19Here I have a classic opportunity for grouping and locking.
00:23I have built a browser window, kind of generic-looking, to be the background for
00:28my wireframe, and now I want to start building on top of it, but this is really
00:34just a collection of shapes itself.
00:36So if I were to start working on top here and dragging and moving things,
00:40I'd constantly be moving these shapes apart from each other and breaking my background.
00:45I am going to use Undo;
00:47Command+Z to correct these obvious mistakes.
00:50What I need to do is first group this, so it acts like one object, even though
00:56it's made up of separate shapes.
00:58I am going to select everything currently on the canvas, and I am going to do
01:02that by dragging a big lasso, or marquee, around the whole thing.
01:06You see how as I start to drag that box just gets everything it touches.
01:11Now I have got everything selected, and I want to turn it into a group -
01:17big Group button right there. Once I turn this into a group, it functions
01:24like one big shape.
01:27Pretty much everything that you can do with the shape you can also do with a
01:31group, including connecting lines and aligning basically everything.
01:36So I do want to align this centered up. I'll use snapping.
01:41Pink line for horizontal center, and now this group that is the browser window
01:45is exactly where I want it.
01:48So this is part of the equation, because now everything will stay together.
01:53But I still run the risk of dragging that off-center. Whoops. Undo.
01:57So the last step is to lock this in place.
02:00So I am going to select the group and then lock it, and you see how I get these
02:07gray Xs and if I try to select it, it selects, but it selects in a way that
02:11tells me, "No, it's locked."
02:14Now I've created a background and locked it in place, and I can just start to
02:18build my wireframe on top of it, which is exactly what I want.
02:22Now don't worry; all of these steps are undoable.
02:26Once something is locked, the same button unlocks it, and once something is
02:30grouped, the same button un-groups it.
02:33That means if we need to, we can still manipulate the individual pieces inside this group.
02:40When doing this type of work, it pays to put extra care into little steps, like
02:45figuring out what gets grouped together and how it can be locked in as a layer.
02:50This keeps all of your work organized, and it leads to wireframes and sitemaps
02:55that communicate information better.
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3. Building a Sitemap
Building your first sitemap
00:00It's time to apply the tools to the task;
00:03it's time to actually make a sitemap with OmniGraffle.
00:07In this movie, you'll start to see the real benefits of OmniGraffle and
00:11its ease of use and flexibility with how quickly this initial sitemap comes together.
00:16I am starting with a blank document here, and this is both a frightening and
00:21exciting thing: the beginning of the process.
00:24I'm going to make a really straightforward, even simple, sitemap.
00:29I am going to use shapes, not any sort of fancy stencil, and I am going to focus
00:34on process and just describing the content.
00:38I am going to start by dragging one shape out, a rectangle with curved corners,
00:44which I like, and typing HOME. That will make the very simple shape model
00:49for all of my pages.
00:51This sitemap is going to diagram a small personal web site for a creative
00:56professional like myself.
00:57I am going to Option+Drag to make the next layer of pages and then fill in
01:08the appropriate words.
01:14CONTACT looks a little funny, so I'll extend it up.
01:19Now, to keep working quickly and focus on the ideas, I am going to click the
01:23Line tool twice, and that's going to allow me to connect all of this first round of pages.
01:30Because I've clicked twice for persistent use, I may want to click HOME, click
01:35BLOG, and just sequentially set up all these lines very, very quickly.
01:43Back to the Selection tool, and I am going to do some quick snap alignment
01:47to keep things neat.
01:49Just snap those together and maybe center up the whole thing.
01:56I need one more layer of content under WORK for the different types of work on this web site.
02:01I am going to quickly hold Command while I select the three pages that are
02:07already properly sized, and I am going to Option+Drag those down for
02:12another layer of content.
02:14Now, I'll fill in the different types of work that I do:
02:17IA for Information Architecture and then VIDEO work.
02:24Again, a little snap distribution and a second click on the Line tool for
02:31persistent use. Just that quick, a sitemap starts to come together.
02:42It's not the most beautiful thing in the world, but it really does start to
02:46describe the organization of content, which is the purpose of the sitemap.
02:52It may seem totally simple;
02:54it is totally simple, but information architecture is all about process, and
02:59this is the first step of that process.
03:02OmniGraffle is so quick to build this style of sitemap and from here, you can
03:07continue to augment it, add styles, add content, and play with the organization.
03:14It's in this play that you find the heart of information architecture.
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Quickly building a sitemap with a stencil
00:00Do you want to make a sitemap that looks a little more professional,
00:03something that you would actually present to a client as opposed to just used
00:07internally with your team?
00:09Well, that's what this movie is all about: using stencils in OmniGraffle to
00:13quickly create a sitemap that has a style, or a look, to it.
00:17Let's see how it works.
00:18First, I am going to start in my Stencils palette, finding the exact stencil
00:22that I want to use.
00:23Start in the Search box, searching Local, and search for "web flow."
00:32Now, if you've downloaded the exercise files, you are going to have a
00:36Web Flowchart stencil.
00:39If you've installed this, it will look like it does here; ready to use.
00:43If you've not yet installed it - this is my uninstalled copy - you'll see
00:47the Install button.
00:48So, if you haven't installed it yet, click Install.
00:51If you have installed it, just go to be installed one, and we can start working.
00:56Take a look at the shapes available in the stencil.
00:59You're in no way stuck with these colors or exact shapes, but they give you a
01:03valuable guideline of what you might want to work with.
01:07I usually start with the stencil and then adapt as needed.
01:11In this case, it suggests dark blue for the Home Page, and I don't see any
01:15problem with that, so I am going to start there too.
01:20I need a homepage, and this is going to be a web site for an online flower company.
01:26They have got several types of items that they sell.
01:29They need some submenus.
01:31Now, this orange color is called Alt Page, but I am going to harness it to be my submenus.
01:39The first of these is for flowers.
01:45Once I have one page made, and I need other similar ones, I like to use Option+Drag for the others.
01:52Option+Drag one and Option+Drag another, and now I'll have a section for plants
02:01and also events, which is the last thing that this company handles: the flowers
02:07and plants for large events.
02:09Now, I've got these three, and I've already started to play with color coding -
02:16not exactly like they have it here, but orange for these submenus, because I
02:20know they are going to lead to other things down below.
02:23I need a few more pages, but they're not really submenus.
02:30This site is going to have a news blog and also a contact page.
02:39Now, I have established the light blue for my actual content pages, and I want
02:48to do the same below each one of these submenus, to indicate the different types
02:54of flowers, plants, and events available.
02:56Once I have something on the canvas, I like to Option+Drag to keep using the same look.
03:05Plants and Events are also submenus, and they also have pages under them.
03:11But, for the moment, I am going to save time on those and just draw my lines, so
03:15that my sitemap starts to really come together.
03:17I do two clicks on the Line tool for persistent use, because that's going to let
03:24me quickly connect these.
03:26Notice that this stencil has these pink dots, and they are what's called magnets.
03:31They sort of anchor the lines.
03:44Looks like that guy didn't quite - there it is.
03:48Now, we have the beginning of a stylized sitemap.
03:52Already, using the stencil, this looks a lot more professional.
03:56I've also started to really work a color coding system:
04:00dark blue for the homepage, orange for the submenus, and light blue for the
04:06final content pages.
04:08From here, I need to add the rest of the content and also start to
04:12distribute this sitemap both to my team, and once approved by my team, back
04:17to the client for their approval.
04:20You can see that a good-looking, professional sitemap comes together rather
04:24quickly with the help of a good stencil in OmniGraffle.
04:28From here, you'll want to add more content and perhaps customize some of
04:32these shapes to really meet the look that you're looking for, but we are
04:36off to a great start here.
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Customizing stencil shapes
00:00So, you have a good stencil picked out that has most of the shapes you need for a sitemap,
00:05but maybe there is just some object that you need to represent that's not quite on there.
00:10Well, it's no problem;
00:12it's just time to customize that stencil a little bit to meet your needs.
00:16I am going to show you exactly how in this movie.
00:18I am starting with a blank document, and I am going to good drag out one of the shapes.
00:23It's this Database silo, and that comes from the Web Flowchart stencil.
00:28If you have questions about how to load and access this stencil, that's been
00:31covered in previous movies.
00:34Drag this object out, and this is a pretty standard shape to represent a
00:39database, or some sort of disk, or just data.
00:42I am going to go down here, and instead of 100%,
00:44I am going to go up to 200%, so we can a really close look at what we are doing
00:50here on a single shape. That's great.
00:53If I want to use the Database icon, but I want to augment it a little bit -
00:57let's just say that I've got more than one database in my site, and I need
01:02to differentiate them -
01:03so I am going to select this, and as it's selected, I notice that in fact it's a
01:10group, and I can tell that because I have the choice to ungroup it.
01:15That's telling me that different items here are combined in a group.
01:19So, if I ungroup them, I can now select them separately: the text is one item,
01:25and the shape is another item.
01:27That's going to let me have more flexibility as I augment this and change it.
01:32The next thing I want to do is as if we pretend that we have two databases -
01:37one that holds Flash content, and the other that holds video content - I need
01:42to differentiate them.
01:43So, I am going to get just my little Flash badge, and I am going to place it
01:48here, and I am going to make this my Flash database. If I want, I can do that
01:53with other badges to differentiate these databases.
01:56I also have control over all of the visual aspects.
02:00So, if this pink doesn't work for me, I can select the shape up in my Styles Inspector.
02:06I need to go to the Fill.
02:08It's already set up as a gradient fill, and I'd like to change the colors of the
02:12gradient; make it more of a blue.
02:15Different pickers here. I like the crayon box myself, so I can shade from a
02:21medium blue to a light blue. Medium blue for the top, and light blue for the
02:29bottom of my gradient.
02:32Now, I've made a blue silo with the Flash badge for my Flash database.
02:38The last step is to select all this up, and now it is the words at the bottom,
02:43the new badge, and the colored shape and return them to a group, so now they're
02:48all going to work together.
02:49You see that I've added on to the established style in the stencil using the
02:54existing shape and the existing badge to make a new icon and then coloring it to
03:00set it off a little bit.
03:02You can use this technique to customize shapes with a stencil to your heart's
03:06content and really meet the needs of your project.
03:10I think you can see that customizing stencil objects can be a great way to
03:15maintain everything that's great about stencils, stylized looks, and consistency,
03:21but also not be painted into a corner, or have your hands tied, if not everything
03:25you need is available;
03:27just take the parts that exist and make your own.
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Aligning and grouping for sitemaps
00:00Do you want a quick way to make your sitemaps both more attractive and more functional?
00:05The key is aligning and grouping, and you want to do them in that order, and
00:11very strategically.
00:12Let me show you what I mean, because it's really helpful for good sitemaps.
00:17I'm starting with a sitemap, and it's maybe getting close to all the way built,
00:20maybe 80% of the way there, but it's not looking very neat at all.
00:25In fact, it looks like things were dragged all around while building this, and
00:28haven't really been put back into an attractive place, and that's what I want to work on.
00:34If I start at the tertiary level, the bottom, I'm going to start to align these
00:39using snapping, and when I am as close as I can get easily with snapping, I'm
00:45going to switch over to my Alignment Inspector and make sure they're exact, and
00:50also I'm going to check their distribution.
00:52I'm just going to try this at zero, and you might notice what that looks like
00:58more than zero space, but you can see, actually it is zero space between the
01:03groups which are represented by the far edge of the text box.
01:07So, I'm actually going to put in a negative, and align these to negative 0.2 inches.
01:15Let's see what that does for me.
01:17Yup, I think that's going to work.
01:20So, once I have those aligned, I select all three, and I make sure that they're
01:25aligned to their parent page, the orange one, Flowers, and you can see the blue
01:31alignment that now goes straight down through Flowers to the group.
01:34So now, I've perfectly aligned that whole section, and it is a meaningful
01:40section on the content.
01:41It's the Flowers section.
01:43Now that everything is aligned within a section, I'm going to select the entire
01:48section and group it.
01:50That means this alignment will stick, and I can move the whole section.
01:54I'm going to repeat the process on the other sections, because then I can move
02:00them around as objects themselves.
02:02So, align, distribute, group, align, distribute, got to make sure also aligned,
02:17and I'm going to just snap for the height distribution, so that everything looks
02:22nice and clean, and one more group.
02:28Now, I have these groups to work with, and I can use additional alignment tools -
02:34Snapping or the Palette - to get them lined up.
02:40Much better already, and if we continue to use these tools, I think they'll get better still.
02:45Flowers is a little high up, but there is time to work on that.
02:49Also, in a more complex sitemap, this becomes more and more important.
02:54This map has three levels of content, but if you had six or eight levels of
02:59content, that would mean more nested levels of grouping.
03:03Grouping sitemap elements is both the way to keep things looking neat, but it
03:08also has an organizational function in your sitemap.
03:12It's not random that the Flowers section has been grouped together.
03:16It's a real section on this sitemap.
03:18I encourage you to think strategically, not just aesthetically, when you make
03:24these groupings on a sitemap.
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Using automatic layouts for sitemaps
00:00Alignment is definitely important for sitemaps, so that they look nice and clean
00:04and they communicate effectively.
00:07Do you want to try an advanced technique in OmniGraffle that allows you to align
00:11your diagram in one step?
00:13It also has some creative possibilities that I'd like to explore.
00:17This movie is about automatic layouts, which allows you to do both of these things.
00:21Let's take a look.
00:22I'm starting with a sitemap here, and it has a good deal of content, but it's
00:26not very neat-looking.
00:27Things that are on the same hierarchical level are all spread out and not really
00:31evenly aligned, and we've already seen how to deal with that using various
00:35Alignment tools, but now I want to deal with it using Automatic layout.
00:40Watch closely, because this is going to happen quickly.
00:42Over here in the Inspectors, I've got my Diagram Layout Inspector, and I want to
00:47turn on Automatic layout. Did you see it?
00:51Look how quick it laid everything out and aligned.
00:54Now, you may not think all of this is perfect, but it is one step to neaten things up.
01:00You can now adjust from here if you prefer, say, the heading to be centered
01:04directly over the middle and adjust these lines and what have you.
01:08There's actually more going on with Automatic layouts though, because you can
01:12change, numerically, the Rank Separation.
01:16That's the - in this case, the vertical hierarchy.
01:19So, if they're not too far apart, I can make it 1.5 inches and
01:24everything adjusts.
01:26Object Separation is about the lateral, or horizontal, separation of the items.
01:31So, if I take it down to zero, it squeezes together.
01:35Remember, each one of these is a group, which is why they're not actually touching.
01:39Zero is from the edge of the group to the edge of the group.
01:43There's other possibilities available with Automatic layout as well.
01:47For starters, a hierarchical layout can be directional.
01:50So, it's traditional to go top-down, but if you want to see what bottom-up
01:54looks like, there it is.
01:57Now, obviously our line connections would need a little work to make this look
02:00good, but you get the idea.
02:02You can also go side-to-side, but top-down is standard.
02:07Just one more thing here, which is the other layouts available.
02:11I like these not because they frequently work for a final sitemap, but because
02:15they allow you to look at your content in different ways, which I think can be
02:19useful as part of your process.
02:21So, look at these other layout types;
02:23Force-directed, and you have different controls with each, so I can make the line
02:28shorter and bring this in.
02:34This is what's called a Circular layout, and you can control the line length,
02:41and you also have a Radial layout.
02:44So as I said, these alternate looks are probably not as useful for sitemapping
02:48as the traditional hierarchical, but they are a way to play with your content
02:53and your sitemap to see if it looks better a different way, or even just teaches
02:57you something about the weight of your content.
03:00Automatic layouts are a great way to make global layout tweaks.
03:04They don't give you as much fine control as alignment, but they interact with
03:08the entire diagram, setting up different layouts in one step.
03:12I find this extremely useful in my sitemap development process.
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Using visual design for excess content
00:00It's a goal of sitemaps to diagram all of the content on a site in a single page,
00:06but what about when the content starts to grow, and you don't have enough room
00:11to have a shape for every single page of content.
00:14This is a very typical challenge in site mapping, and in this movie,
00:18we're going to look at a couple of ways of dealing with that challenge.
00:22We're starting with the sitemap that's in progress, but it's not completely done.
00:26The section on small flower arrangements has six product pages that are
00:30building, but you can see that we're headed for a problem here.
00:34First, what if there's more than six arrangements?
00:36But even if there's only six, we already can't comfortably fit six smalls, six
00:41mediums and six larges.
00:43And of course, we're not going to limit how many flower arrangements we sell
00:46based on how big a piece of paper our sitemap is on.
00:50It's okay, because site mapping is a creative exercise, and we're going to look
00:54at, visually, how we can indicate more items and save space.
00:59The OmniGraffle techniques are not difficult, but it speaks to the creativity of sitemapping.
01:05I'm going to start by Option+dragging one of these arrangements to start a new
01:09one, and I'm going to build out our flowering plants for sale here.
01:22Now, if we have six or eight flowering plants, one option I have is to use some
01:27text, and that's what I'm going to try first.
01:32I'm going to click twice on my Text tool because I actually want two text elements.
01:37One is going to be just an X for times, and then I'm going to click my Text
01:43tool once, and I'm just going to make an X down here for times how many, and
01:48then I'm going to activate the Text tool again, because I actually want two
01:51separate text elements.
01:54That's going to come in handy later.
01:56Make that a 7, so there's 7 of them, and now I'm going to size these up a little
02:01bit. Actually, you know what?
02:02Let's zoom in, so you get a better look. There we go.
02:07Command+Plus to make that a little bigger and Command+B for bold, and I like to
02:13have these separate, because that means I can size them separately and
02:17basically treat them as design elements, big numbers as opposed to a flowing piece of text.
02:22So, see as I drag these around, I get all the benefits of snapping and
02:29alignment, and it's really easy to indicate, nice and big and graphically, how this works.
02:37So, instead of this mess, I now have a much simpler treatment.
02:41I like to grab all these and group them together.
02:45Now, it's going to move around like one object, and I can connect it in a
02:50way that makes sense.
02:57Something like that.
02:59So that works fairly well in a lot of situations, but I want to look at one
03:03other visual technique, and you can use it separately or actually in combination
03:07with some textual numbers.
03:11In this case, I'm going to Option+Drag again to start my edible plant
03:15arrangements. Just for consistency that one should be... wonderful, and this
03:28time, I want to break my group apart, and I'm going to move my text out of the
03:32way and then just select my shape, and I'm going to use Command+D to duplicate,
03:38and do it a few times.
03:40So, this gives me a neat stack, to indicate more visually, that I've got more than one item.
03:47I'll often bring my words back into relation with the images, maybe
03:53continuing to work on the layout. Because if I stack these, they can sort of
03:58be there in association.
04:01Now, I take everything and group it, and there's really one more step for how I
04:07like this to work, and it has to do with how the lines connect.
04:11If I connect this with a line now, it's going to want to connect to each
04:15individual shape, and the look is going to be somewhat compromised.
04:23Undo that one, select the group and then, in the Properties Inspector and the
04:29Magnets tab, I want to simply tell it to connect to the group, as opposed to the components.
04:38Now, if I make the line, the whole group is connected, and I can work on my
04:46alignment. I might do the same thing with this group as well, and now we have
04:59two attractive options for dealing with more content than there is space for,
05:04and I think both of these look better than this.
05:08I also think that this is effective because it's visual, but there is nothing
05:12stopping you from bringing in a number as well to put in this area over here.
05:17Running out of space on a sitemap is a really typical problem, and the goal is
05:22not that you need to have a shape for every single page of content.
05:27You need to represent the content.
05:29So, this looks pretty good to me now. Well, there are two options.
05:33I haven't necessarily decided which one, and I want to zoom out so we see the
05:36whole thing and can see our new work in context.
05:39So, down here and back to 100%, and we can really see everything.
05:45Running out of sitemap is a really typical problem, and there are lots of
05:50solutions to it, but don't get locked into thinking that you need a shape for
05:55every single thing, and then your sitemap gets incredibly jumbled.
05:59Be creative and use a method that represents the content without necessarily
06:04taking up too much space, and I think you'll be on the right track.
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Using subgraphs for excess content
00:00When sitemapping, it's typical problem to run out of room for all the content
00:04that you have to display.
00:06We've already looked at some visual ways of dealing with this problem, but
00:10OmniGraffle has another tool called subgraphs that actually lets you take
00:15separate objects and collapse them down in to an object called a subgraph.
00:21It's just another way of dealing with this problem using interactivity
00:25instead of visual design.
00:27Let me show you how subgraphs work.
00:29This sitemap is being built, and we are starting to run out of room with these
00:33six different options under the small flower arrangements.
00:37Now technically, they all fit, but if we add any more, or if we start adding six
00:43to Medium and six to Large, we're really going to run out of space here.
00:46Instead of fixing this visually, I am going to select all six, and then I am
00:52going to make them in to a subgraph.
00:54So that is Arrange > Group as Subgraph.
00:56So that's what a subgraph looks like, and I can change its name to something appropriate.
01:07And right now it just looks like I've put all of my content in another box, but
01:12in fact, I've done something greater, because if I right click this subgraph, I
01:16have the option to Collapse Subgraph.
01:19And now we see the real power of subgraphs.
01:22All of the individual objects are inside there, and I can collapse it and then
01:28expand it again when I want to look at the details.
01:32There is one more thing I like about subgraphs, which is that they are style-able.
01:36So if I collapse it again and I want it to look more like these content pages
01:43that are inside of it, I can select one of the existing content pages.
01:48Notice that this is ungrouped when I select it. I am selecting just the shape,
01:53which is what you need to select if you're going to get all of the style details
01:57down in the style palette.
01:59Now I can just drag this style to the subgraph.
02:03And now not only does it contain all those pages, it matches them visually, also.
02:08Running out of space on your sitemap is a constant problem.
02:11It's nothing to worry about, just have a few tools in your arsenal, how to deal with it.
02:17We can deal with it visually, which works great for printouts, or we can deal
02:22with it with subgraphs, which works a little better if you're presenting,
02:26because it lets you move around in your diagram, expanding the parts that you
02:30want to talk about, and then collapsing them again as you move on.
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Making a legend
00:00So your sitemap is all finished, but all this careful work you have put in to
00:04color coding things and making different styles of lines and making every thing
00:09perfect, well, it might make more sense to you in your own head than the people
00:15that are going to look at your sitemap for the first time.
00:18A good key to bridge this gap is a legend.
00:21And legends are a good idea on any sitemap that gets beyond the most basic, in
00:27terms of complexity.
00:28As long as you're using different styles, a legend is a great idea just to let
00:33your end user know what you're trying to communicate.
00:36In this movie, we're going to make a quick legend.
00:39Start your legend by making a nice big box where you want it to go.
00:43I am going to use my Shape tool and just drag out an area where I have got some
00:48space and I think I want to put it.
00:51I am going to double-click and type "LEGEND" in there and, of course, I can't
00:57have that just sitting in the middle of the box.
00:59It's just a label for the whole box.
01:02So in my Text Inspector I want to align it so it's top and left.
01:09That's going to look good and leave me room for the actual legend content.
01:14Now I am going to lock this, because I don't want it to move around underneath
01:18the other things I am going to put on it.
01:20And I can style it more, but I think it looks good with a little bit of a drop shadow.
01:24That's good.
01:25Now, I am going to move around my sitemap, identifying the things that I need
01:30to put in the legend.
01:32And I am just going to Option+Drag them, creating a copy for my legend.
01:36I need the whole group, so let's make sure it's grouped, and then I'll take that.
01:44And that's not contact in legend;
01:47that's any form is red.
01:52Every normal page is this light blue, and I have to unlock it and drag it down
02:00in there with Option, and that's a content page. Unlock.
02:12Option+Drag.
02:14And by the way, it is a good idea to have your objects locked in a near-finished sitemap.
02:19These are our submenus.
02:25And now I need to get one of these purple pages as well, but they are sort of
02:29deeply embedded here in these other groups, so I am actually going to return to
02:33my Stencil and just get a fresh one.
02:40There we go; we can move Stencils out of the way.
02:44It's not an Alt page;
02:48it's a product page.
02:50So we're getting close to relating all of the content that's on our
02:54sitemap, but there is one more thing I need to relate in the legend, and it's this dashed box.
03:00Clearly it's there for a reason, but without some explanation some one looking
03:04at this sitemap wouldn't know what it is.
03:07So I am going to start by unlocking that one and also Option+Dragging just that dotted frame.
03:15Its way too big, so I am going to size it down so it's close to our legend size.
03:21It doesn't need to match the pages exactly, because it's not a page;
03:26it's a different type of indicator.
03:29So that will work, and then I am also going to briefly ungroup this, Option+Drag
03:35the text so it matches perfectly.
03:37I can make a new text element, but then I would have to mess around getting its
03:41size and weight just perfect.
03:43So if I Option+Drag, it gets that and I'll like to regroup that up, and the
03:50meaning of the dotted line is that it's managed by an external resource.
03:56So I am going to say Managed Externally.
04:06And that should also be grouped.
04:11And we're real close here.
04:13All of our grouped objects can now quickly be aligned.
04:22I'm going to do that in the Canvas Inspector.
04:26Let's close something else to make some room.
04:29Alignment and align their tops, position them on the legend.
04:35I'll like to unlock the original box, so that I can then put everything in a group.
04:43And now I have a legend, and that fact that it is a group means if I decide it
04:47belongs here, that's no problem, although I still think it belongs there.
04:51When you've decide its place, just lock it like the rest of the elements, and we are all set.
04:57Every detail matters on your sitemap, so don't leave details out there
05:02without explanations.
05:03A legend is away to go around and collect up all of the little conventions that
05:07you've created and communicate them well to the person that is going to be
05:12using your sitemap.
05:14Don't neglect this communications opportunity.
05:16It's really quite important.
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Presenting sitemaps
00:00The sitemap is done, and it's time for your big presentation.
00:04OmniGraffle has some great tools that will help you really show off your work.
00:08Let's go through them in this movie.
00:11The first thing I want to do is add a few things that create kind of a frame for this sitemap.
00:16First, I'm going to place our client's logo in the upper left-hand corner, just
00:20to sort of mark it as their brand.
00:22It's really easy to bring images into OmniGraffle.
00:25I'm just going to go File > Place Image.
00:28Then in our Exercise Files/Ch03, we've got our logo as a TIF image.
00:37OmniGraffle can accept many common image files, including TIF.
00:43Okay, there's our logo.
00:45It's a little large.
00:46I'm just going to hold Shift to lock our aspect ratio, as we make it a
00:51comfortable size for this document. That looks good.
00:54You're not always going to put your client's logo on the sitemap.
00:58It really depends on the presentation.
01:00In this case, I think they're really going to appreciate seeing it branded by them.
01:05The other thing I like to do is just a little bit of textual information up top.
01:10In particular, people need to know what they're looking at.
01:13Then with all of this work, it's always a good idea to version things, so I'm
01:19going to make this Version 1.0.
01:24Make that slightly bigger, but not too big.
01:27We don't want it to overwhelm the other things going on here and just kind of
01:32tuck it away there.
01:34In this area, you might put more information such as the date or the contractor
01:39who's doing this work.
01:41It's our little identity block there.
01:43Okay, already things look more professional with a little bit of branding and
01:48also identifying information.
01:50From this point, you can certainly print this diagram and hand it out at your
01:55presentation, but you also may want to put it up on a big screen for
01:59projection and talk about it.
02:00You can reach that point through exporting as an image and bringing into a
02:05PowerPoint or Keynote, but it's also worth noting that OmniGraffle has its
02:10own Presentation mode.
02:11Let's take a look at how that looks.
02:14It's simply View > Start Presentation.
02:18In the case of a single sitemap, we just go to fullscreen, and we can see everything.
02:23The other thing about Presentation mode is it will highlight items.
02:27So as I move around, and I can talk about the homepage and highlight it or the
02:31connections between things, and if this heavy red highlighting is not to my
02:36liking, I can go into Preferences and change exactly how the highlighting looks,
02:41so this can be effective speaker support when I give my presentation.
02:46Sitemaps need to be seen and discussed.
02:49Their purpose is not to just exist in one person's head and be a pretty picture.
02:54Their purpose is to be handed out, projected on a screen, talked about,
02:59marked up, changed;
03:01it's a living document, and it's a communications tool.
03:03So don't neglect how you're going to share your diagrams and how you're going
03:09to make your sitemaps look as professional as possible when you do that
03:13presentation.
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4. Building a Homepage Wireframe
Defining wireframes based on the sitemap
00:00The sitemap is done and approved.
00:02It's time to move forward into the next stage of development: wireframe.
00:07To move forward, we're actually going to start with this sitemap and use it to
00:11define what wireframes we actually need.
00:14I'm going to show you exactly how that works in this movie.
00:18Here, I have our completed sitemap.
00:20This next step can happen as easily on OmniGraffle as just on a sheet of paper.
00:25Often I just have a printout of this, and the steps that I'm about to do,
00:29I'll just do with a pen. But for right now, I'm going to do the same steps
00:33inside OmniGraffle, just to show you how it works.
00:36So basically, I need to analyze this sitemap.
00:39I'm going to start from the top with the Homepage.
00:42You always know your homepage is going to need a wireframe.
00:45Every major page on your site is going to need one, and you start with the homepage.
00:49So I usually mark a little 1 next to my first wireframe.
00:53So I'm going to use the Text tool and just make a 1, but that's not really going
00:58to be big enough to stand out and do the job I want it to.
01:01So I'm actually going to style the text a little bit.
01:03I'm going to give it a bright red color.
01:05I'm going to size it up, Command+ Plus and then Command+B for bold.
01:15Now I've got something that you can't mistake.
01:17That's our number 1 wireframe.
01:20From here, I'm just going to designate all of the other wireframes I'm going to need.
01:26I'm going to talk through this, so you know my thought pattern.
01:29I know the orange ones are submenus, and a submenu almost always needs its own wireframe.
01:35So actually, now that we've stylized this text, I can make my Text tool sort of
01:39obey, so I'll select my big red letter A. Then I'll click a second time for
01:44persistent use, so now we'll just stay with the Text tool.
01:46I'm just going to number these, and I might give some little detail from time to
01:51time, so 2 is going to be Submenus.
01:58I might switch back to my Selection tool, just to place these, so they don't get in the way.
02:06Then back to text, our blue Content pages.
02:10That's a page of content, as defined in this site. So I'll say 3, Content Pages.
02:18That's going to need its own wireframe for sure.
02:24These purple product pages, they're going to need one as well.
02:29I'm still in the Selection tool, so I think I'll just do Option+Drag and then
02:34double-click in and change this to 4, Product Pages. That looks good.
02:46I've covered a lot of what we need to cover here.
02:49You don't always know for certain from the sitemap everything that you're going
02:53to need, but you want to give yourself a good indication of the major wireframes
02:56you're going to need.
02:57These are going to be separate templates on your site.
03:00So I know the homepage needs some different requirements than the submenus, the
03:05content pages and the product pages.
03:08The only thing I'm not quite sure about now is this Form page.
03:12Generally, when you have a form, at some point the coder is going to need a
03:17little guidance on how that comes together.
03:19I wouldn't call this a full-fledged wireframe, but at this stage, what I'd
03:23actually do is put a little asterisk by it, just a little reminder that I'm not
03:30considering this a major wireframe, but at some point I want to return to it and
03:36mock up what that form is going to look like.
03:38Information architecture is all about process, and process is very important
03:44right now, because we are in the cusp from changing from one diagram type,
03:48sitemaps, to the next diagram type, wireframes.
03:52Process dictates that we lock one stage in before we move to the next, so we can
03:58use it as sort of a foundation to inform what comes after it.
04:02Steps like this are very important in a process, because you're really
04:06codifying what you've done to take it forward to the next step.
04:10Take your time and be careful when you do this stage.
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Setting wireframe background elements
00:00How do we start our wireframe?
00:03Well, a big, blank page can be a little intimidating.
00:06I like to put some background elements in and lock them in place, just as a starting spot.
00:12Let's see how that works.
00:14Here's my blank document.
00:16The first thing I'm going to do is to actually change its orientation.
00:21This is what's called portrait mode, meaning the frame is taller than it is wide.
00:27I prefer to do wireframes in landscape mode. So that's easy.
00:32It's just File > Page Setup, and we want to move its Orientation to landscape.
00:39This is pretty typical of a lot of software. There we go.
00:43I might also do Fit in Window.
00:46Now we're looking at the blank page all ready to add our wireframe elements.
00:52Next, I need to choose a stencil that has the objects we want.
00:57I should say I'm going to choose a stencil, because you could find these
01:01elements at other places.
01:02I just like to use stencils in OmniGraffle.
01:04So I'm going to go up to my Stencils palette, and I want to search locally, and
01:09I want to search for "wireframe."
01:12Now wireframe is the name of the stencil that's in your Exercise Files.
01:17So if you've downloaded the Exercise Files, you're going to see this come
01:20up just as mine is.
01:22If you select this, and it's the first time you're using the stencil, you have
01:27the choice to install it, which is exactly what I'm going to do to use it.
01:31Now that this stencil is installed, it's ready to use, but if you want to look
01:35for more stencils, you could also search in Graffletopia to find more
01:41permutations, or you could build your own background elements.
01:45This is going to work for us, however.
01:47I'm just going to take this pre-built browser window, and I'm going to drag it out here.
01:51Now, I'm going to position it so it takes up most of the screen, because all of
01:56our content in the wireframe is going to take place inside this frame.
02:01I am going to leave a little room around the edges, so I can have room for a title up here.
02:07Then I might need some room for notes or comments that could go off the edge, so
02:11I don't want to take this all the way to the edge;
02:13I just want to basically fill up the space with a comfortable margin.
02:18The next thing I like to do is actually write a URL in here, just to give
02:22the client an idea that we really are thinking about their project, and it's not random.
02:30There we go. It's the URL. It looks a little funny centered, so I'm just going to justify it left.
02:37Now it looks like the beginning of a web page.
02:40By the way, some people like to use more colorful backgrounds, and they might
02:44actually do an image capture with a logo from a browser company.
02:48I don't really favor this unless you're actually doing architecture for that company.
02:53You know, if you're doing wireframes for Apple, you could use Safari or Microsoft.
02:57You could use Internet Explorer. But for my two cents, if you're just making a
03:02regular wireframe, use something generic;
03:04there's no reason to brand it in that way.
03:06So we're also with our browser window here.
03:10I like, at this point, to give this a simple title, so people know what we're looking at.
03:13Let's just position that and maybe bold it.
03:22Okay, we have a background, and we have a title.
03:25I want to lock them in place.
03:27I'm going to use Command+A to select all and
03:30then lock everything on the screen.
03:32That's not a throwaway step at all, because as we start to work over top of this
03:37browser window, you don't want it to be selected or to move around.
03:40You want to just work with objects on top of it, which is what we'll do next.
03:45Setting the background elements for your wireframe is an important step.
03:49It's easy to do, but take your time and select these elements, place them
03:53carefully and lock them, because this is going to provide the background for
03:57not just one wireframe document, but probably several, as you wireframe your
04:02entire site.
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Choosing wireframe content styles
00:00How do we decide the look of our wireframe?
00:03Now, I don't mean the layout of our web page.
00:05That's the work we are going to do with the wireframe.
00:08I mean the look of the actual elements for the wireframe.
00:12And we know these are going to be fairly generic,
00:14but the question is, exactly how are we going to represent the pieces of the web
00:19site in the generic visual language of the wireframe?
00:22That is what we are going to do in this movie.
00:24I am starting with a document that has been prepared with a browser window, and
00:29it's all locked into place.
00:31This is ready to work right on top of, and actually start wireframing.
00:35I also have a stencil open.
00:36It's the wireframe stencil that came with the exercise files.
00:41If you are not sure how to work with stencils, or find them, I recommended that
00:45you go to our previous movie in this course, or also check out the Essential
00:50Training course on OmniGraffle.
00:52So now I am going to just decide, what are the major elements that I need? And I
00:57am going to identify parts of the stencil that will work there, and I will
01:01probably augment some things as needed.
01:03I know my homepage is going to need a headline, and this creates sort of a baseline for me.
01:08I am not going to adjust the size of that at all.
01:10That is going to become the biggest text on my page, and I will base
01:13everything else on that.
01:15I know I am going to need at least one image, if not more, and I have got a few
01:19choices for wireframe images.
01:22Now some people like using these cartoony ones, but I really don't.
01:26I think they start to indicate a look, or indicate content that I don't
01:32necessarily want to indicate at this stage.
01:34So I am actually going to choose just the box with the x through it, because I
01:38think that's the safest representation of an image.
01:42I am going to drag it out quite a bit bigger, because I am pretty sure that my
01:45homepage is going to feature at least one large image.
01:49We might need more images, but that will represent the style for now.
01:53I am going to need a secondary headline, and I have been told by the content
01:58people that it might be a subhead or might be what's called a deck in print
02:04terms, which is sort of a long subhead that might have several lines.
02:08So I bring out headline 3, and I feel like the difference between the sizes
02:14isn't quite enough for what I want to indicate.
02:16So I am going to use Command+Minus to knock down the size of that a couple of times.
02:21Also, while Headline 1 is accurate enough for now, Headline 3 is really meant to
02:26represent a subhead or a deck.
02:32And I think this kind of generic language is really good on wireframes, just
02:36writing in what it is that the thing is called.
02:39And because it's a subhead or deck, I want to indicate that it might be a bit
02:43more text than this, so I am going to copy and paste a few times.
02:48Again, it's not about the content, or even about exactly the size of the text box;
02:53it's about showing that this might not just be a few words, that this style is
02:57able to do, in the case of a deck, multiple lines of text.
03:03I'm just rough placing these.
03:05I'm not really wireframing the placement yet.
03:09I am just deciding on the elements.
03:10It's a little like putting your paint out on a palette before you actually
03:14start to put it on the canvas, just figuring out, metaphorically, what colors I am going to use.
03:20And I do mean metaphorically, because it's a wireframe - I am not going to use colors at all.
03:23Here I have a text block, and I know I am going to need some body copy.
03:27I think that size is going to be fine for now.
03:30Now I have many of the major elements I am going to need for my homepage.
03:35One that's missing is I know I am going to need a corporate logo, and putting in
03:40a branded corporate logo is sort of one exception from the rule about no design
03:45or colors on your wireframe, because if you already have the logo, and it really
03:49is for that company, they usually want to see their logo on there.
03:52It's part of the design.
03:53I am going to import that logo; it's an image.
03:56That's easy. Just place image.
04:00There is the logo. It's a bit large.
04:04I am going to hold Shift as I scale it down.
04:08This isn't final scale or final placement, but I do have a strong feeling that
04:13logos usually go top-left, so I am pretty comfortable just putting it there
04:17for the time being.
04:19These are pretty much the elements that I think I am going to need for my homepage.
04:23It's not a big deal if you have to add an element later or duplicate or tweak something;
04:28I am just trying to sort of define the look and feel of things before I really
04:32start to massage them into place.
04:34There is one important thing that is missing to this point, and that's a
04:37navigation bar, and I am just leaving that for its own movie, because it's sort
04:41of a big deal, and I want to focus on it.
04:43What we have accomplished here is deciding on the fundamental units that will
04:47dictate the look of our wireframe.
04:50If this were a jigsaw puzzle, it's a little like taking all the pieces out and
04:53just turning them face up so you can see what you are working with.
04:57It's an important step, and it's better to make this decision going in, than
05:01to be moving things and changing styles when what you are really trying to do
05:04is place elements.
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Wireframing a navigation bar
00:00We are making some real progress on our wireframe, and we have reached a crucial stage.
00:05It's time to build the persistent Navigation bar, and navigation is a really
00:11important part of information architecture, and it manifests for the first
00:15time on the wireframe.
00:17Now there is plenty to think about and talk about when it comes to navigation,
00:21but if we build this carefully in OmniGraffle, it is going to help our process
00:26later, because it is going to be flexible and easy to change.
00:30So anything that comes up, we should be able to deal with it, if we just build this smart.
00:34I am starting with a diagram that's already been started, and we have a
00:38background layer that's locked in place, plus a number of content elements that
00:43have sort of just been thrown out there to work with later.
00:46They are not really placed yet.
00:47I need to add the Navigation bar as the final element that will let me place
00:51these things, and I am going to build it starting with a simple shape.
00:56I like that rectangle with the curved corners, and I am going to double-click it
01:00and write my first navigation term, which is FLOWERS.
01:06Now Command+Minus will take the size of the text down until it's comfortable,
01:11and I just wanted to get this basically to sort of button dimensions.
01:16I might take down the Corner Radius to about 5, and that looks like one button.
01:25Now what I need is five buttons, and I know that from referring to the sitemap,
01:30and the way I am going to achieve that is with a table in OmniGraffle.
01:34So select the button and then Arrange > Make Table.
01:40Tables in OmniGraffle are really useful for navigation, because it builds in
01:44that flexibility for later.
01:46So you will notice now that it's a table, I have got a different looking handle
01:51on the edges than the corners.
01:54This is a table handle, and if I drag it, I don't resize; I add rows to my
02:00table, to a total of five.
02:02Now, I can just double-click on each one and add the proper navigation word.
02:07That is pretty close.
02:11I am going to work on the visual elements a little bit, because I feel like this
02:15is visually heavy right now, and I don't really want to imply these hard edges;
02:20it's really just structural.
02:22So I'd like to just knock the thickness of the rule down. There we go.
02:28You see how it seems lighter on the page now that I am not implying anything
02:32about the design? And from here, if I need to add more buttons, I can do that with
02:38our table handle, but I can also use the corners and adjust the size of the
02:43entire Navigation bar.
02:45For now, I am going to make it take up the space between the logo and the edge.
02:50Now this isn't final navigation. That's a big point, because this can be
02:55massaged quite a bit.
02:56But for my first sort of stab at the navigation here, I'm going to go for
03:01something like this, and my thinking is as follows:
03:05I want the logo to be the Home button.
03:07I don't think we need to say Home on any of these buttons.
03:11I think it's convention these days that if you click the logo, you'll go Home.
03:15But I also want that logo as Home button to be in line with the rest of the
03:20navigation so it can sort of be part of the navigation, but also a design
03:25element, the logo, and that's sort of a theory on my part, something I am
03:29going to take to the team and say, do you like this as my first rendition of the wireframe?
03:35Well, navigation is truly at the heart of wireframing.
03:39It's incredibly important to make these decisions as good as possible now,
03:44because changing something like the number of buttons on your persistent
03:48navigation later in the design or coding phase is going to be much more
03:53expensive, and deciding things ahead of time is the key to architecture, so that
03:59you have a smooth process.
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Positioning content elements
00:00Wireframing is really about problem solving.
00:04At a certain point, the content lands on your desk with a big question mark.
00:09How does it fit on the page?
00:11In this movie, we're going to look at initial positioning of content on a wireframe.
00:17We're starting with a diagram that has all of the elements present, but no work
00:22has really gone into placing them on the wireframe.
00:26I've also gotten some more information from the client.
00:30The big heading on their homepage is really a seasonal heading.
00:33It switches out once every season, which totally makes sense for a flower company.
00:37They do their promotions four times a year.
00:40The sub head actually goes with the seasonal heading.
00:43And I'm going to go ahead and move that up, so I just remember it and just keep
00:47them visually together.
00:49And then this body copy actually does not go with the seasonal material.
00:54This is more general copy for the company.
00:57I'm going to remove that away from the others to start having a sense of
01:01visual consistency.
01:03Okay, that's all the information I have, and now I get to the problem-solving
01:06phase. How am I going to put these pieces together so they'll fit reasonably
01:11well on the web page?
01:14And I consider this an initial placement round, because if we know one thing
01:18about architecture is the first way we present things to the team is unlikely to be the final.
01:24So I recommend you get used to that idea and work efficiently rather than
01:28hemming and hawing over something that's probably going to change anyway.
01:32So from here, I've already thought some about my navigation placement, but I
01:37really just want to make sure that it's fairly consistent and believable that
01:43the navigation is in relationship with the logo.
01:47So I really want to see the logo and the navigation together sort of span the screen.
01:54I think that really does it for me, and I'm sort of hoping that this connection
01:58works once it's designed, that this will go together.
02:01So next, I want to put together all of our seasonal stuff, which is a headline,
02:07this deck copy, and a large image, which will also be seasonal.
02:12And I think I'm going to try, because of the nature of it,
02:17I have this idea that I might put the heading at the bottom, giving us a lot of
02:23nice space for a big picture.
02:26This is like a seasonal promotion, and I need to leave some leeway for the
02:30designers, but I need to leave enough real estate so they can really work.
02:35And now I like that, but I'm running out of space, so I'm thinking something
02:44like this is starting to approach a little area for my seasonal promotion.
02:51This is still in the way, but remember, wireframing is about real estate.
02:57And with this set up, at least for the moment, I have this whole top area for the
03:02seasonal promotion: a headline, a deck, and an image.
03:06Now, I'm left with a copy that's more general about the company.
03:10And I like that that would be below this, because I think the seasonal promotion
03:14is more important, but nothing about this makes me particularly happy.
03:22So I'm going to come out with a solution that I've to pitch back to the client,
03:26and it goes something like this.
03:27It goes, hey client we need some more pictures, because this is going to look plain.
03:32I need some pictures to go with this, and they can be smaller.
03:35So I'm going to go ahead and wireframe that.
03:38Wireframing is cheap, and if they say there's no photos, it's easy to take them away.
03:41I'm going to make a small image, and then I'm actually going to duplicate my body
03:49copy and make two smaller chunks.
03:54And I'm going to suggest to the client that when they get to their boilerplate
04:04about their company that we find a way to introduce some images and some smaller
04:11chunks of copy, because, architecturally, I like the idea that this general
04:19information about the company would be on the bottom here.
04:23Something like that is starting to approach my initial positioning.
04:27And remember, it's not final; it's going to be a discussion piece.
04:32I need to bring this solution to the client and see what they think about it,
04:36but I can't bring it to the client just by talking about it.
04:39The purpose of a wireframe is to show your ideas, and that's what I've done here.
04:44My ideas might get shot down, but at least I'll be able to show them, not talk about them.
04:50Placing the content on the page is one of the big mandates of wireframing.
04:55It's literally what we're here to do.
04:58What we've done so far is done a placement, an initial way of setting this up
05:03that we think will work,
05:05and now is ready to go to the next stage of the process where we show this to
05:09team members, take feedback, and make changes to perfect it.
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Iterating a wireframe based on feedback
00:00To iterate something means to repeat a process, with the goal of reaching a final end state.
00:08And iterating a wireframe is a really important part of the process.
00:12The idea is that once we initially position things on the wireframe, we need to
00:19take the time and have the discussions with important stakeholders to really get it right.
00:25I caution you against falling in love with your first wireframe layout because
00:30it is bound to change, and that's what this movie is about.
00:34I've a roughly positioned wireframe here, and it could be done, but it's not done.
00:41It could be better, and I think it could be better, but more than that, the
00:45client and the team on working with have ideas to make it better.
00:49So iterating is a lot like a conversation that takes place on a wireframe.
00:55The first thing that happened in this conversation was pretty important.
01:00They dropped one of the navigation elements.
01:03So better to have this happen at the wireframing stage than any other time.
01:07About has been lost, and the logic was that after we laid out this About
01:13information down here, the feeling was we didn't need a page for the same stuff again.
01:18It would just live on the homepage.
01:20So I'm going to contract the navigation by one column, and I'm going to type in
01:25Contact because that's the remaining page.
01:29So that was the input from the content people at the client.
01:34But then I also had a really good conversation with the visual designer there.
01:38This is someone who's going to be maintaining the web site and also setting up
01:43these seasonal promotions.
01:45And two things came out of that conversation - both important.
01:49The first looks like this.
01:51The designer said, "I want more space to design the seasonal promotions," and I
01:57said, "But what about the headline?"
01:59And the designer said something very smart.
02:02She said, "I'm going to lay the headline out with the image, and it's all going
02:07to be the same thing."
02:09And we talked some about design, and we talked some about process.
02:14And when we talked about process, we realized that the most important thing for
02:19updating this, on a quarterly basis, was going to be the size of this seasonal
02:25plate that will be replaced every four months, and the designer really favored
02:30adding the headline in any other language right on top of the image so that she
02:35could have a full design process.
02:37So that was the next iterative change, and then there were two more important ones.
02:43Once we got down to four navigation elements, the designers said, "I'd like to
02:48move those out of the way and create more white space."
02:52And white space is a design term that basically means open space.
02:56And the suggestion came back like this.
02:59Let's move it up and to the right.
03:02Let's eliminate any lines around it.
03:10Let's take it down slightly smaller - Command+Minus to make the text smaller.
03:16And then make sure to use the corners, not the edges of the table, but the
03:21corners, for resizing.
03:22And this is a different, but important, design change to the navigation.
03:28I like when designers speak up and make suggestions, because I'm liking
03:31this better and better.
03:33And at this point in wireframing, you want input from different voices
03:37because they'll come up with different ideas, especially design and marketing
03:41and content voices.
03:42You want to have this discussion.
03:44So we were having this discussion, and we step back and looked at it, and we
03:48were nodding yes, we like this, and then the designer said one more thing that I loved.
03:53She asked me, "Could we just extend the image all the way up to the top, so that I
03:59have this entire area to play with for my seasonal design?"
04:05And I said, "Yes, I think that's a wonderful idea, and all we have to worry about
04:10is that our navigation can still appear on top of that, and that you incorporate a
04:15logo into every design."
04:18And the designer said, "Yes, this is exactly how I'd like to work.
04:21This means that every three months, I can design this big plate and give the
04:26site a different look."
04:27And this is where we really landed in our iterative process.
04:31I think you can see from this that iterating the wireframe is not a trivial step.
04:36This is fundamentally different from where we started.
04:39We have the same elements, but they've been massaged, and they're closer to
04:44being ready to go to a design phase.
04:46In this process, it was important voices from other team members that helped me
04:51reach the point where we can finalize the wireframe.
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Adding comments
00:00One of the nice things about information architecture is that the rules aren't
00:04very strict, and very rarely are communication tools taken off the table.
00:10So, while wireframing is primarily a visual mode of communication, it doesn't
00:15mean that you can't tell people things when you need to.
00:18It doesn't mean that you can't write a little note or a comment.
00:22And that's what this movie is about: putting comments on a wireframe.
00:26So here I am with a, more or less, complete wireframe.
00:30And the wireframing is done, but I just want to put a little note, so that the
00:35people who read it will understand exactly how one part works.
00:39I also have my wireframe stencil open, and it includes this little blue box for notes.
00:46And I'm going to go ahead and use that, just going to pull it out right there to use it.
00:51Now a couple thoughts about that.
00:53First of all, you don't need to use a stenciled note.
00:57You can design something that just works for you.
00:59It's not a very complicated shape.
01:02Second of all, obviously, it's blue, and this is one of the exceptions to the
01:06rule about no colors on a wireframe.
01:09In fact, I think it really helps to use a light blue or a light yellow color,
01:14colors that are sort of evocative of post-it notes, because I think this sets
01:18off the note, because what you want to avoid is confusion between what is a note and what
01:24is part of the content.
01:25So this works really pretty well for me, and I'll just type in the content of my
01:30note, and you always want to be clear and concise about this.
01:32That's what I want to say, that the seasonal promotion changes four times a
01:46year, and no reason for more space than I need there, give it just enough room to breath, great.
01:55And I like to place this in proximity to what the note is about, in this case
02:02that's the headline, the subhead, and also the image.
02:06And I don't like to leave it somewhere where it looks like it could be part of the content.
02:10I actually like to offset it, so maybe it overlaps with the edge of the browser
02:16frame, further indicating that this is not part of the design of the wireframe,
02:22but just a note meant to set it off.
02:24We can go little further down to be in close proximity to the headline. Yup!
02:29That's looking pretty good to me.
02:32Remember, adding comments to your wireframe is perfectly permissible.
02:36Just do it in a way where it won't interfere with the content, or it can cause
02:41confusion between what is content and what is a note.
02:45Always be clear and concise when you write these notes, and don't overuse this technique.
02:50If you find yourself putting notes all over your wireframe, it's probably an
02:55indication that you haven't wireframed it well enough, because you shouldn't need
02:58to note every little detail.
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5. Completing the Wireframing Process
Converting a homepage wireframe into a template
00:00Wireframing requires that we diagram every major page type for our web site,
00:06but many of these pages will have elements in common.
00:10This movie is about how you create a template from the elements that will be on
00:14every page, so you can reuse the parts that you don't need to change, and not
00:20have to rebuild them.
00:21Let's see how it works.
00:22I am starting with the complete wireframe here, and a number of elements are
00:27locked, like the background.
00:29But there are also elements that I put on top of that background to make
00:32the homepage wireframe.
00:34What I want to do now is to determine which of these elements will be persistent
00:40on every page of my wireframe and which ones will change.
00:44Anything that's going to change I am going to get rid of it for now, and just
00:48save the things that will be on each and every page.
00:52I want to point out that at this point, if I was in a regular process, I would
00:57do a File > Save As.
00:59What I mean by that is if this is your finalized homepage, you don't want to
01:03start stripping elements off of it.
01:05You would want to save it with the informative name that has template in the name.
01:09I've already done that.
01:11This is the one I am going to strip down for my template, but you want to
01:15remember it in your own work.
01:17Now, I'm going to determine which elements are going to be persistent.
01:22I know that every page is going to have this persistent navigation, so I am
01:27going to select the navigation bar, and the only other completely persistent
01:31element is the logo.
01:32So, I am going to hold Command, and I am going to select that as well.
01:37With the two persistent elements selected - and I'm not counting the background
01:41because that was locked in earlier -
01:43I'm going to use the Lock button to lock those two.
01:47So, now not only is the background locked, but so is the navigation and the logo.
01:54The rest of making this template is really quick and easy.
01:57I am going to use Command+A to select all, and I notice that this got selected
02:03in blue, not the locked purple color.
02:06So, I do want to maintain my title, so I am going to lock that as well.
02:11Now, I can select all. Everything I want to maintain is in purple, everything
02:17I want to get rid of is in blue, and one stroke of the Delete key, everything
02:23not locked is gone.
02:25In this movie, I've taken a complete homepage, and I've stripped away all of the
02:29elements that make it all homepage down to the elements that will be persistent
02:34for every page of this site,
02:36making this a new template that I can now start to build on top for the other
02:41page wireframes that I need.
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Using layers to organize your wireframe
00:00Like a lot of software, OmniGraffle has a Layers feature that helps us to
00:05organize our content on the page.
00:08In this movie, we are going to see how to apply layers to wireframing.
00:13I'm starting here with a wireframe template.
00:16It has my background, my logo, and my persistent navigation that have all been
00:21defined from earlier stages.
00:23I want to start to build on top of this an additional wireframe elements, but I
00:28want to use layers to organize that.
00:31The first step is to hit the Canvases button here, which will reveal the
00:36Canvases sidebar, which is also where we find layers.
00:39There it is, and we see that we have only one canvas, which is sort of like a
00:43page, with only one layer.
00:46Because this layer already contains all of our background, I'm going to
00:50double-click it, and I want to name the layer BG, for background.
00:56Additionally, I want to lock the whole layer because there's really no reason
01:01that these elements will change at all.
01:03I've probably locked all of the individual elements already, so maybe this
01:07is redundant, but that doesn't matter. Locking, the layer is actually more important.
01:13Now I've locked it, and you see the little line through the pencil tells me it
01:16cannot be written on.
01:19Next, I want a new layer, and this layer is going to be for my content elements.
01:24Down at the bottom of the Canvases sidebar, I click New layer.
01:27I am going to name this layer Content.
01:34With the Content layer active - and I know it's active because I have a
01:38little pencil there -
01:39I am going to pull out some Content element.
01:42Now, I know the look of these content elements from the earlier work I've done,
01:46but I am wireframing a new page so I am just going to get some elements out
01:50there, and this time they are going to be on the right layer.
01:53That's the look I use for pictures, for headline, body copy - that's enough for now.
02:00In a more complex wireframe, I might open the wireframe that's already been made
02:05and copy and paste elements, if they have been customized heavily, and I don't
02:09want to redo that work.
02:10But for right now that's enough, and they're all on their own layer so they're
02:15not going to interfere with the other elements that are in the background.
02:19I want one more layer to work with, and that's for my comments.
02:22So, I am going to make one more layer, and I am going to call this one comments.
02:30I don't really have a comment to make.
02:32I am just preparing for later.
02:34So, I am just going to drag out the look of my comment note and kind of put it
02:39down out of the way.
02:40I am not going to write anything in it, and then I'm actually going to turn this layer off.
02:44So it's just going to be there for later when I need it.
02:48That's the whole setup, and it starts to get you thinking about layers.
02:52I've named them, and I've organized them for BG, Content and comments.
02:57I've also turned comments off, and that's very useful. Even when you have
03:01comments on your document, real comments,
03:04sometimes you want to turn them off so they're not distracting.
03:08As your wireframes grow more complex, layers are a valuable feature for
03:13organizing these documents.
03:15In this example, I have three layers, but in a complicated wireframe, you
03:19might actually have more.
03:21I encourage you to use layers because they bring another level of
03:25organization to your diagrams.
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Using canvases for multiple related wireframes
00:00Canvases are OmniGraffle's word for pages.
00:04It's just a way to take your document and divide it up into multiple pages
00:09that can hold content.
00:11This is particularly useful for wireframes because it almost always requires
00:16multiple wireframes in order to fully describe the pages in a web site.
00:21In this movie, we'll see how to apply canvases to wireframes.
00:25I'm starting with a complete homepage wireframe, and it's been broken out into a
00:30few layers for Comments, Content and then the BG.
00:35In order to convert this into multiple canvases for multiple wireframes, I'm
00:40actually going to start by creating a shared layer.
00:43The shared layer is going to allow me to have the background elements on every
00:48canvas and have it being shared such that if I make a change in one place it
00:53populates to the other canvases.
00:54I am going to start by just making a New Shared layer.
00:58I am going to call this Background.
01:04It will be the background, and that differentiates it from the BG layer.
01:08But eventually, we are going to just eliminate the BG layer and only have Background.
01:13Now, I'm going to turn off the Content layer, and that's just going to make it
01:17easier to select the things in the background that we want to be shared.
01:22Now, I can select everything here, and I want to make sure it has a blue outline,
01:27not purple, which would indicate locked.
01:29Now, I am actually going to Cut all these elements, but only so I can paste them
01:35on to the new shared layer.
01:39Now, with the new shared layer active, I'm going to paste them.
01:45Okay, there's all of the elements, and you can see the highlight is now orange,
01:49indicating they are on a shared layer.
01:52Now, I can eliminate the BG layer, just by going Delete layer.
01:59Okay, those are our preliminary steps with the layers, and now I am going to
02:03turn the Content layer back on.
02:05I am going to duplicate the Home canvas to start making our wireframes for the
02:11other page types. Duplicate Canvas.
02:16The new canvas is not Home 2; it's going to be a submenu. And for the moment, it
02:24still looks like a homepage, but we will do that work in the future.
02:27One more, duplicate, and this one is for Content page.
02:37So, we definitely still have some work in front of us to actually make this a
02:41submenu wireframe and actually make this a Content Page wireframe.
02:46But for now I just want to demonstrate the effectiveness of the shared layer.
02:51Here I have the shared background, on all three canvases.
02:55If I needed to change something, and here's a really common change, a new version,
03:03now, I've got version 2.0, and I've got it on each and every canvas.
03:10I think you can see that dividing an OmniGraffle document into multiple canvases
03:15that function like pages is very useful for wireframing.
03:20It lets you makes the multiple wireframes that you need and have them be
03:24separate but also still exist in one document.
03:28The added advantage of shared layers means that a change that you put on one
03:33canvas will populate through the other ones.
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Adding pixel dimensions
00:00There is one important place where the work of wireframing meets right up with
00:05the work of designing and the work of coding in a really tangible way, and it's
00:10the actual pixel dimensions of the elements on the page.
00:14Now, different shops have different systems for this,
00:18but in a lot of places one of the last things you do on a wireframe is denote
00:23all of the important measurements that the designer will use later.
00:28These are measurements of what is on the screen, and they must be expressed in
00:33pixels, so they become pixel dimensions.
00:36Don't try to do them in inches or centimeters, because that's just simply not relevant.
00:41I am starting with a finished wireframe of a homepage.
00:45It's all done, and all the elements should be locked. Let's just check.
00:49Yup, the little Xs tell us that they are locked.
00:52That's important, because we might have to do some work over top of them, and we
00:55don't want to interfere with anything.
00:57The idea of pixel dimensions is that important aspects in the layout will
01:03actually get denoted with dimensions right on the document.
01:06I am going to start with the height of this image, because I know that the
01:10designer is going to have to frequently replace this image plate, and the exact
01:15size of that is going to be important.
01:17I am going to get the Line tool, single use, just one click, and I am going to
01:23click once at the top of this, and then I am going to hold Shift, because that's
01:27going to keep me vertically locked as I go straight down, and you see I actually
01:31get a snapping line at the bottom.
01:33Now I am going to double-click, and I need to double-click to end the line,
01:37because it's not attached to anything.
01:40There we go, now I have a stand- alone line, and I need to style it.
01:44It's already measuring, or stretched out to indicate the dimension I want, which
01:49was from here there, but it doesn't look how I want it to look, and part of
01:53that is the end points.
01:54I need to use a specialized end point.
01:57So up in my Lines and Shapes Inspector, I am going to pull down the end point, and
02:04this is the one I want. It's all the way down here.
02:08There it is, with the little line and the arrow.
02:10We will take a better look after I designate both.
02:17Now you can see those, but they are not very big.
02:20This kind of line ending is always used for this type of dimension measurement.
02:26It really indicates that this line is a measurement, from here to there, and that
02:32is exactly what we want.
02:34I do want to style it a little further.
02:36So if I select the line, I'd rather it was thinner, because I don't want it to
02:40interfere with the heavier lines that are actually part of the wireframe, and
02:43then when I do that you see that the arrows get very, very small.
02:48The reason for that is that the arrows are expressed as a percentage of the line width.
02:54So as I make the line thinner, I make the arrows smaller, but I don't actually want to.
02:58So let's beef that up to 250%, and that's pretty much the look I want.
03:05I am missing one really important thing, which is what is the actual
03:10measurement? And to add that, I need a Line Label.
03:12I am going to click once on the Text tool, and then with the Text tool, I click
03:17once on the line, giving me a special type of text element, called a line label.
03:23In this case I just want to designate that the height is going to be 380 pixels.
03:31That looks pretty good to me. Maybe the text is a little large. So one click and
03:35the same shortcuts work, Command+Minus to make it seem to go with the size of
03:40the line, and then it's interfering with the wireframe, so I am just going to grab
03:44the whole line, and I am going to use the arrow key to nudge it to the right,
03:49until it stops interfering.
03:51Adding pixel dimensions is not a necessary step 100% of the time,
03:57but if you are in a specific process that requires that you put these dimensions
04:02on your wireframe, you do want to use the conventions here, including this style
04:07of line head and making these light enough and small enough so they don't
04:12interfere with the wireframe itself.
04:14It's also a good idea to put these on their own layer, so you can turn them
04:18on and off again.
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Wireframing a multistep process
00:00These days a lot of web sites have multi-step processes that require a user to
00:07go through a set of steps.
00:09Clear examples would be signing up for a new account, or making an online
00:13purchase. When faced with a challenge like this in wireframing, it's often a
00:18good idea to sketch out each step in the process so that other team members
00:23will have a really clear guide as to how this is going to look and work for the end user.
00:29In this movie, we will see how to do just that.
00:32The idea here is we are now in the process of buying a flower
00:37arrangement online.
00:40This wireframe indicates step 1, and the canvas is called Online Purchase 1.
00:46Step 1 is selecting the arrangement, and down here I have wireframe elements that
00:52indicate there will be a picture of each arrangement and a short description.
00:56The next step is I often find that the user benefits from knowing where they
01:02are in the process.
01:04So I am going to wireframe the steps themselves for the user to know where
01:09they are in the process.
01:11For the wireframe, I am just going to do this with text, even though there will
01:14probably be some design work that comes later to make it look good.
01:17I am going to select the Text tool, and right below select arrangement, I am going
01:23to type STEP, and then I am putting multiple spaces in between these, just to
01:33have them spread out.
01:39Okay, that is the beginning, and I want this to be just a little heavier in
01:44weight, so that it feels like it's really part of this heading.
01:47So I am going to select it and use the keyboard Command+Plus to size it up,
01:53Command+B for bold, position so it's sort of right in association with the headline, and
02:01then I like to lighten it to a gray color, so I am going to go up into my Text
02:05palette > Colors and just make this a little lighter in color, which will make it
02:11a little lighter in weight. Maybe something like that or right there.
02:16I don't want this be too noticeable, but just a little different than what comes
02:19above it. And in addition, I am going to leave my color palette up, because I
02:24also like to use colors.
02:25I am saying colors to really mean grayscale colors on my wireframe.
02:30I also like to indicate which step is active, so as Step 1, and turn the one back to black.
02:37Now we are really starting to indicate my intention here.
02:40It doesn't have to look fancy, but we need everyone to understand that this is
02:44an indicator for the user going through these steps.
02:49This is looking good to me, and now I want to duplicate the canvas itself so
02:54that I can start to make the other steps.
02:57Select the canvas and duplicate it.
03:00I want to look at all of the layers, and the first I want to do on my new canvas
03:07is simply to make this STEP 2.
03:10So that means I need the 1 to go back to the gray color, select the 2, and make it black.
03:18Secondly, Step 2 is not select arrangement, but Step 2 is designing the bouquet.
03:26Likely, I'm going to have some more choices down here as well, and they are
03:30going to be more visual for the bouquet designs, so I am going to eliminate some
03:34of the text, and I am going to be left with six thumbnail images, which are in
03:44fact buttons for different bouquet designs.
03:47So this is step 2 of my process.
03:50Steps 3 and 4 look pretty much the same.
03:54We duplicate the canvas,
03:56make sure to change the number and the headline, and then just wireframe the user
04:02interaction that is going to happen at this step.
04:05Sometimes we need a Submit button, at times we might need a form to put in here,
04:10whatever it is that the user is going to do.
04:12We are creating a guide so that the designers and programmers can imagine this
04:17whole process while they are designing and coding it.
04:20In today's worldwide web, multi- step processes are everywhere.
04:25It's the rarity that we see a static web page that just displays information.
04:31Much more frequently, users are interacting with web sites.
04:35So when the concept is a multi-step process, the wireframing approach should be
04:41to get in there with the details and wireframe this whole process.
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Wireframing for mobile devices
00:00These days a lot of people don't use a computer at all to surf the web.
00:05They just use their phone or their mobile device.
00:08So for wireframing, we need to think about diagramming for these new devices,
00:13and that's what this movie is about.
00:16I'm starting here with a blank canvas.
00:18All I've done is changed it to landscape mode, a little wider than it is high.
00:22That will give me the space I need to do this type of wireframing in the way I like to do it.
00:27The next step is to shop for the stencil I need.
00:30I'm going to do that in the Stencils palette and the search box.
00:35I need to make sure that this is set to Graffletopia, which is where I shop for stencils.
00:40Now I'm going to pick a search term, and I could pick mobile, but I actually
00:44think I'll get more results if I use the term iPhone.
00:48So now I've searched online, and I have several choices for an iPhone stencil.
00:55I'm going to try this one.
00:58I can only see it really small, so I'm going to go ahead and download it to get a better look.
01:03That looks good to me.
01:04It has all the pieces and parts that I think I'll need to do this wireframe.
01:09Because I want to use it, I'm going to go ahead and install, but in no way am I
01:13might paint it into a corner.
01:15If there's something I need down the road that's not here, I can either build it
01:19myself or look at additional stencils.
01:21There's no problem mixing and matching.
01:24Now to get started, I'm going to drag this iPhone frame out onto the canvas.
01:29It's a little big to me.
01:31Now what I'm going to do is scale it down, because I like to actually fit two on this page.
01:38I think that it's a little silly to make a mobile wireframe a whole page big,
01:43because in the real-world, it's not that big.
01:46I think that's going to be mis-informative.
01:49So I need to make two. I'm going to Option+Drag to create the other.
01:53If I hold Shift, it won't move up and down, and I'll keep them
01:57vertically aligned. There we go.
02:00Two frames, which will let me have plenty of space around them if I need any
02:04notations, or things of that sort.
02:07Now I actually want to give them two separate names, so I know what I'm
02:10wireframing at each place.
02:13In the first instance, I'm going to wireframe Home.
02:17That's a little small to be a title, so keyboard commands, Command+Plus
02:23and Command+B for bold.
02:27That's looking like a good title.
02:29I'm going to Option+Drag it over here.
02:32If you see the way I'm using this snapping, nothing even comes out of alignment,
02:36and so I don't even have to worry about aligning it later.
02:40This one is called Choose City.
02:45These are going to be the first two wireframes for my mobile application to
02:50order flowers online.
02:53My Home state is really just going to have the logo of the flower store, so I
02:58need to import that.
02:59That's easy: File > Place Image,
03:03find the image that I want, open it,
03:07then I always hold Shift when I scale something, especially a logo, because we
03:12want it to look all perfect.
03:18That's step 1 of my wireframe.
03:20Step 2 of my wireframe - and we do need to keep in mind that that with
03:24less screen real estate, we need more separate screens, and therefore more
03:29separate wireframes.
03:31For Choose City, I just need to get a picker out of my stencil.
03:37I'm going to allow this box to resize pretty liberally, so it fits in there.
03:48Then I'm going to put some cities in here, so it makes a little more sense.
03:57The text is a little big, but that's no problem.
04:05Now we have our next wireframe.
04:08Remember, unlike a web page, it's really typical to only have one function per
04:14screen on a mobile device.
04:16From here, we just continue the process.
04:19We're going to need more pages, and each page will have two screens.
04:24When wireframing for mobile devices,
04:27a lot is similar, but there is a few things to keep in mind.
04:30First, shop for a good stencil that's really going to fit the look of what you're doing.
04:36It's going to make everything about your wireframe just look and feel more realistic.
04:41Second, be liberal with multiple wireframes.
04:45A mobile device has less screen real estate than a computer, and designing for
04:50mobile devices requires thinking about all of the steps and stages that are
04:55going to reach your interactive goal.
Collapse this transcript
Presenting wireframes
00:00A big part of information architecture is presenting your ideas.
00:05Your wireframes are really not that effective if you're the only one who looks
00:09at, or understands, them.
00:11So sharing these with other people is absolutely part of the process.
00:16OmniGraffle has several good tools for presenting your work.
00:21There's a full selection of print choices that are pretty typical for any
00:26program that prints.
00:27You can also export your wireframes as images that will allow them to come into
00:32other presentation programs like Keynote or PowerPoint. But OmniGraffle also has
00:39its own Presentation mode, and that's what I want to focus right now.
00:43I've got a completed wireframe here, and you can see that it has multiple
00:48canvases: Home, Sub menu and a Content Page.
00:53To initiate Presentation mode, I just go View > Start Presentation, or the
01:00keyboard shortcut is Option+Command+P. Now I'm in Presentation mode.
01:07You can see I fill up the screen, but more than that, I can advance through
01:12the canvases using the Spacebar. So that's my Sub menu page, and that's my Content Page.
01:19Also available to me is a highlight function, where anything I mouse over
01:24will get a highlight.
01:26So if I want to move around and say each page will have a key image, I can
01:30highlight what I'm talking about.
01:32Each page will have an informative headline.
01:35I can highlight it.
01:36I'm going to move out of this for a second and just show the preferences
01:41associated with Presentation mode, so you can fine-tune the way this looks for you.
01:47I'm going to open Preferences, and then here are my Presentation Preferences.
01:54They're in the middle of the five panes.
01:57So I have a choice between highlighting objects by pointing - that's what was
02:01just happening where everything
02:03I rolled over got highlighted - or maybe I need to click them for a highlight, or
02:09I can turn off highlighting altogether, if I don't like it.
02:13I also can decide exactly the color of that highlight,
02:16so if I prefer yellow instead of pink, and how thick is that highlight.
02:22So you'll notice it was really pretty heavy, the highlight.
02:26So if I put in those preferences, and then I again initiate Presentation
02:32mode, everything is the same, except the highlight is maybe a little more
02:37attractive, or to my liking.
02:40Presentation mode in OmniGraffle probably doesn't replace Keynote or PowerPoint
02:46for all of your presentations, but in the event that you're really presenting
02:50something that you built inside OmniGraffle, especially a wireframe with
02:54multiple pages, Presentation mode can be really effective because you can
02:59advance through your pages, and you can also use the highlight function to
03:03indicate what you're talking about, when.
Collapse this transcript
6. Advanced Techniques
Enhancing diagrams with interactivity
00:00Actions are OmniGraffle's word for interactivity.
00:04It's a way of making objects clickable and different things, or actions, to happen
00:10when that object is clicked.
00:13This is not a traditional way of doing information architecture, but when you
00:17have the opportunity, adding a little bit of interactivity with an action can
00:22really add something interesting to your diagrams. Let's take a look.
00:27I'm starting with a complete sitemap here, but there is a feature that's not indicated.
00:33It's the idea that there is a booking process for events.
00:38And there is a layer here called Detail, but it's turned off.
00:42So I'm going to turn it on so you can see. There we go.
00:46That's the extra bit of content that we have Events Booking, and that this
00:51is reachable from the Contact page as well as any of the pages in the Events section.
00:57It's also important, and worth discussion in meetings, because the client has
01:01indicated that getting more people to book events online is a goal of this web site.
01:07So when I reach this point in my presentation, I really want to talk about it in detail.
01:13To help set it off in that way, I'm going to use an action so that when I
01:17introduce the concept it's going to be really dramatic.
01:21Here's how it works, technically.
01:23I'm going to select the Contact page, because that's what I want to use as the
01:28button to activate this layer that has Events Booking.
01:33Now I'm going to go to the Action Inspector.
01:36It's in the Properties section, and it's the third one over.
01:40That's the button, if it's not active.
01:42You see that currently clicking with the Browse tool - and we'll look at the
01:47Browse tool in a second - does nothing.
01:49I want to change that to clicking with the Browse tool shows or hides layers.
01:55The layer I want to show or hide is the detail layer, and what I want to do
02:00with it is to toggle it.
02:02And toggle means that it won't just show or hide; multiple clicks will turn
02:08it on and off again.
02:09So I'm going to switch it to Toggle.
02:11I've now built my action, but to test it I need a special tool that we
02:17haven't seen before.
02:19It's actually in the Extended Tool palette.
02:21So I need to click my divider here. That gives me some more tools to work with,
02:27including the Action Browse tool.
02:30So I select the Action Browse tool.
02:32I'm going to click it again, because I want persistent use, not just single use with the one.
02:37Now, I have persistent use, and I can see if my action is working.
02:42The first good indicator is when I roll over, I get the big badge. That's telling
02:47me there's an action here.
02:51Sure enough, with multiple clicks, I can now turn my layer on and off again.
02:57So that's effective, and it's what I want, but I also need to be able to use
03:02this when presenting the work.
03:04So I want to check this in Presentation mode. That's easy.
03:08I can just go View > Start Presentation.
03:13There it is, and my highlight and my badge come up.
03:16I can change that in the Preferences if I want this to be more undercover.
03:21So I can turn the highlight off, so when I click it, the action just happens.
03:25And sure enough, I can toggle.
03:29Let's go back and tweak it, so it's just perfect, exactly what I want.
03:33So to have exactly what I want, I really want to start with it off to create
03:37that sense of drama.
03:38And then if I go to the Preferences, I'm going to turn off Highlights, because I
03:44think that gives away the trick.
03:46So now with that reset, let's try it one more time. Start Presentation, and now
03:52I'm going to be talking along, and I'm going to say something that would be
03:56really dramatic like, "but we've added a new feature."
03:59And then when I click, I'm going to talk about this new exciting feature that I
04:04know my client is primed to hear about.
04:08Actions may not be a traditional element of information architecture, but I
04:13think if you use them sparingly and really think about their purpose, especially
04:18in the context of presentations, they can really add a bit of flair to your work
04:24on sitemaps and wireframes.
Collapse this transcript
Creating a custom wireframing stencil
00:00We've seen how useful OmniGraffle stencils are for the jobs of wireframing and
00:05sitemapping, but what if you want all the convenience and consistency of a
00:10stencil, but you want to use objects that you've customized?
00:15Well the answer to that question is just to save your own customized stencil,
00:19and I'm going to show you how in this movie.
00:22I have a document open that has several objects that are custom to the work I've
00:27been doing for this client.
00:29I've got their logo available, and I've devised a couple of ways to stack
00:33multiple items, and also a couple of custom database icons.
00:38So these were all things that I want to reuse for a sitemaps and all across this organization.
00:44So I want to make them into a custom stencil, so they will be available to
00:48myself, and I can share them with others.
00:51To do that, I have to go up to File > New Resource > New Stencil.
00:57As you see, that's a new document, and the only real difference at this point is
01:01it says Stencil up here.
01:03It's also unsaved at this point.
01:05I'm going to select everything in this regular OmniGraffle document, copy, move
01:13over to the new stencil and paste.
01:17You could just start building your stencil items on your new stencil as
01:21well, but it was quicker for me to build them in a different document and
01:24copy and paste them.
01:26Now, there's really only one more step, which is to save the new stencil.
01:29And that's just File > Save, but something special is going to happen
01:33because it is a stencil.
01:36I can give it a name, and notice that it's automatically going to be saved in
01:42this location: Library/Application Support/OmniGraffle/Stencils.
01:48That's important because it's that location that's going to make it available
01:51to me as a regular stencil. Now, click Save.
01:59I can close the stencil that looks like a document now because it's actually
02:03available to me in the stencil.
02:07We can also see it here in Recent Stencils, and it will always show up in
02:12our Stencil Library.
02:15As you can see, it's now a live stencil, already installed, and I can drag things
02:20from the stencil area and make as many of them as I need.
02:24Custom stencils are really powerful
02:26because they let you have all the flexibility of a stencil, but not be locked
02:31into the graphics that someone else has made.
02:33Especially on larger jobs and working with larger teams, making your own custom
02:38stencils is very, very useful.
Collapse this transcript
Creating a custom sitemap document style
00:00Diagram styles in OmniGraffle are a great way to style your documents, because
00:05they define not only the look of individual objects, but the hierarchy itself.
00:11I want to show you what I mean and then also how to create custom document
00:15styles that are particularly useful for sitemapping.
00:18I'm starting with a blank document, and at first, I want to use one of the
00:23built-in document style, so you can see how they work.
00:25I'm going to go up to Format, and I'm going to Choose Diagram Style.
00:30I'm going to choose the basic one.
00:33There are others available, and you see a lot of them refer org charts and other
00:38types of diagrams you might need.
00:40I'm going to use the basic one, just to make an example, so then I can make a
00:44custom one for sitemapping.
00:47Nothing happened yet, and to really get the idea of diagram styles, you need the Diagram tool.
00:53That's it right there. Mine is already selected, but if you don't see it at
00:57all, you might have to click the divider.
00:59So open up the divider and click twice, because I do want persistent use.
01:04The Diagram tool is very much dependent on the diagram style,
01:08because now when I click, I get a shape that's defined in the style, and I click
01:14again, I get a line and a shape, and it's a child of the original.
01:19I can also click the original, click again for a child, and I'll always get the
01:25child of the active shape when I click again.
01:30If I click one of the children and I want a sibling on the same level, not
01:34another child, I can hold Option, and I get a sibling.
01:38So you can see two things here.
01:40The Diagram tool helps you very quickly make the style of diagram.
01:46But also the style is defined by the diagram style, and this one is awfully plain.
01:53What if we want this convenience of the diagramming tool, but a diagram style
01:58that fits better with the look we want?
02:00Well, that's going to take a custom diagram style, and we start that by File >
02:06New Resource > New Diagram Style.
02:11This is going to force us to pick one of the built-in styles to build on top of,
02:16and that's no problem.
02:17We'll just choose basic again.
02:21Now this document looks like an OmniGraffle document, but really, it's a diagram
02:25style that we're building.
02:27You can see that at the top.
02:28Even though we started with this very basic look, I don't think we need any of
02:32these shapes, so I'm going to delete them.
02:35Now I'm going to use my Web Flowchart stencil to drag out the pieces that I've
02:40been using to sitemap, and the hierarchy that I've been building.
02:45So that means the dark blue homepage is the top of the hierarchy; orange has
02:50been used for sub-pages, so that's the next step of our hierarchy - and I'm going
02:55to connect them with a line;
03:01and I've also used the light blue as a Content Page, and then I create two of
03:08those, just indicate that there's often multiple content pages.
03:14And you'll also notice that the objects are rearranging themselves because
03:18Automatic Layouts is on.
03:21And Automatic Layouts comes on when you set a document's style. So there we go.
03:27I've defined a hierarchy and visual styles: dark blue at the top, orange is the
03:33next step down, and the children of orange are light blue.
03:37And that's the look that I've really been using for sitemapping.
03:40There's only one more step, which is to save the diagram style, and that's just
03:44a normal File > Save;
03:47however, it's already assigned to go to a specific location: Library/
03:52Application Support/OmniGraffle/Diagram Styles.
03:56That's important if you want to access it through the palette where you
03:59pick diagram styles.
04:02Let's call this web sitemap and save the style. I can close this.
04:12It's not important anymore.
04:14And I'll return to the document that we started.
04:16I'm going to take my Selection tool and just remove everything.
04:23And now I want to set my diagram style to my new custom one.
04:27Format > Choose Diagram Style, and now if I scroll down, there is my web sitemap.
04:34That's the one I want to use.
04:37You can see that it's the one that I just built.
04:40Once we apply it and return to our Diagramming tool, now I'm using the
04:45Diagramming tool to actually sitemap in the style I've chosen.
04:49First click is the dark blue homepage, next click is a sub-menu child, and the
04:55next click will be a content page.
04:57If I need another content page, click the submenu, and if I need another
05:02submenu, I click here and there.
05:06I think you can see from this example just how useful custom diagramming styles are.
05:13You can have all of the efficiency and convenience of the Diagramming tool but
05:18still maintaining the specific style that you've chosen for your sitemap.
05:22I encourage you to experiment with this technique, especially for larger
05:26projects and working with larger teams.
Collapse this transcript
Conclusion
Goodbye
00:00Thank you for spending this time with me building sitemaps and wireframes with OmniGraffle.
00:06I think you can see that these techniques are really effective in solidifying
00:11the design of a web site before you move into the more expensive visual
00:15design and coding phases.
00:18This is a quickly evolving field, with room for advancement and creativity.
00:23I encourage you to study more about information architecture theory and also to
00:29jump in and try new techniques with OmniGraffle.
Collapse this transcript


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