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Applied Interaction Design

Applied Interaction Design

with David Hogue

 


Dave Hogue has been studying how people interact with digital devices and interfaces for over 15 years, and knows how design can make or break a website. In this course, he shares a hands-on approach to improving interaction design for a better user experience on the web. This course breaks down the components of an example site, from its homepage to categories, content, and the shopping cart, and introduces common customer scenarios that can be used to identify opportunities for improvement. You'll learn how to enhance navigation, gather feedback after interactions, manage content layers, and add features such as infinite scrolling, collapsible modules, and dynamic content to enrich the user's experience. Then compare the before and after websites to understand why these techniques make them more engaging and effective.
Topics include:
  • Defining a customer scenario
  • Improving navigation
  • Working with content in grids
  • Establishing a sense of place on category pages
  • Exploring infinite scroll and pagination methods
  • Using tooltips to deliver contextual content
  • Working with light boxes and layers
  • Improving form structure
  • Handling errors and presenting effective error messages
  • Comparing the original site to the enhanced site

show more

author
David Hogue
subject
Web, Interaction Design, User Experience, Web Design, Web Foundations
level
Beginner
duration
1h 49m
released
Jul 11, 2013

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Introduction
Welcome
00:00 (MUSIC). Hello, and welcome to Applied Interaction Design.
00:06 I'm Dave Hogue. In this course, we're going to use the
00:09 essential principles of interaction design to create a better, more engaging, and
00:12 more interactive website. We'll start by reviewing the five
00:17 interaction design principles and a few other key concepts, such as understanding
00:20 the context of a user experience. Then we'll create a scenario or a use case
00:25 to help guide us through our review of the original website.
00:29 We'll also use that scenario to help inform our design recommendations, to make
00:33 an improved website that is more effective, more engaging, and more interactive.
00:39 As we review the original website, we'll identify weaknesses and discuss in more
00:42 detail why they are problems. Then we'll look at how we improve the site
00:47 and discuss what we changed and why. Although, we may discuss some more
00:50 technical issues in this course, we're not going to delve into coding and review how
00:54 the improvements to our website were developed.
00:58 We'll be focused on how to create better interactive experiences.
01:01 So, let's start applying our interaction design skills.
01:06
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Who is this course for?
00:00 So, who is this course for? Well, it's for students, designers, and developers.
00:05 Anyone who wants to craft better, more interactive websites and applications by
00:09 applying core interaction design principles and practices.
00:13 We're going to look at an existing website to discuss its strengths and weaknesses in
00:17 terms of what we know about what people think and behave.
00:21 We'll explore some alternatives, make recommendations for improvement, and craft
00:25 a better overall design all while keeping the user in mind.
00:30 As interaction designers, we are often charged with making the user experience
00:34 better in many ways, but we also need to be able to explain why problems are
00:37 problems and why one design may be a better solution than another in a
00:41 particular situation. As members of multidisciplinary teams, we
00:48 need to be able to speak the language of design, explain complex concepts clearly
00:52 and concisely to clients and to collaborate closely with developers by
00:55 understanding the limitations and opportunities of different technologies.
01:02 In short, we need to be able to apply our skills and knowledge to create the best
01:06 experiences possible. And remember, interaction design is not
01:10 about the behavior of the interface, it's about the behavior of people, so let's get started.
01:16
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Reviewing the interaction design principles
00:00 Before we get started, let's quickly review some key concepts that we
00:03 originally introduced in the interaction design fundamentals course.
00:08 We talked about the principles of interactive design and identified five
00:11 essential principles. Perceivability, predictability, feedback,
00:17 learnability, and consistency. And you'll remember that these 5
00:22 principles form a system. Let's start with when we arrive at a website.
00:29 The first thing is perceivability. If we perceive the opportunity to
00:33 interact, then we will do so. However, if we don't understand what we
00:39 can do or what is available to us, then we fail to interact.
00:45 If we are able to predict what the result of our interactions will be and if it's
00:50 what we want to have happened. Then we interact with the website, or with
00:55 the application. And once we've interacted with the website
00:59 or application, it provides feedback to us.
01:03 This feedback helps us understand what has happened.
01:06 When we get good feedback that we understand, we're able to learn, and we
01:11 get better at the experience. And as we repeat these experiences with
01:16 practice, We observe what is happening. So, with repeated practice, our skills get better.
01:25 Eventually, we're able to transfer what we have learned into other similar
01:29 experiences, because when an experience is similar to something we have already
01:33 learned, when it is consistent, we're able to apply our past experience.
01:40 And so we end up with this large loop. All of our past experiences influence how
01:46 we understand new experiences. We look for opportunities to interact if
01:51 we perceive them, and we predict accurately, we choose to interact.
01:56 Feedback tells us if we've gotten the result we wanted, if we understand it.
02:00 And we learn new experiences. And the cycle simply keeps repeating.
02:06 Additionally, we mentioned in the interaction design fundamentals course,
02:10 that understanding the context of an experience, is critical.
02:15 We have to know what do people need to accomplish?
02:17 Why are they there? What are they trying to do?
02:20 And there's a series of questions that we can ask ourselves to understand the
02:24 context scenarios, such as who is the person or people who are actually using
02:28 the interface. What do we know about them?
02:33 What do they need to achieve or accomplish?
02:35 What is it that they are trying to do? What is their goal?
02:40 What is their situation or their environment?
02:43 Where are they actually interacting with the interface?
02:47 Is it on a laptop at home? On a smartphone standing in line at the
02:50 grocery store? Or while riding a train?
02:54 How urgent or important is their need? Is this something that they have to
02:59 complete right now? Or is it a more casual experience and if
03:02 they don't finish it they can come back to it later?
03:06 What are their expectations of the experience?
03:09 What is going to satisfy these needs? How much time do they have available.
03:16 Is this going to be a long, extended, multi-part, multi-step experience?
03:21 Or is it just a few minutes, and they need to find out quickly, such as what's the
03:25 address of the restaurant, and are they open this evening?
03:30 And how much attention are they able to dedicate to this interaction, are they
03:34 focussed or are they distracted. Is this one of many things they are trying
03:40 to do or is it the one thing they need to do and finally what is their tolerance for complexity.
03:47 How simple does this experience need to be, if they have little attention and
03:51 little time and in urgent need. Their tolerance for complexity is going to
03:57 be very low. They need a simple experience.
04:01 Asking ourselves these questions will really help us understand the context of
04:05 the experience, and the answers to these questions will influence our design decisions.
04:11
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Defining a customer scenario
00:00 Before we begin evaluating the original website, we need to establish a scenario,
00:05 or a story that represents a common customer experience.
00:10 Now this is an important technique in user research, because we need to understand
00:13 how people are actually going to interact. What are they going to be looking for on
00:18 the site? And this guides us through our evaluation.
00:22 It also helps inform our design decisions. We know that the original site was not
00:27 working well, so we identified a common customer scenario to help us evaluate the
00:31 experience, identify what the problems were, and to recommend some solutions.
00:37 Hansel and Petal is an online flower shop, so customers are going to be looking for
00:41 flower arrangements and bouquets. In this case, our target customer is going
00:46 to be a husband who is seeking two bouquets.
00:50 He's looking for one for his mother for Mother's Day and one for his wife for
00:53 Mother's Day. He arrives at the Home page, he's going to
00:57 view some arrangements and mixed arrangements.
01:00 He's going to identify a product that he wants to purchase.
01:03 Such as a rose bouquet for his mother. He's going to seek information about how
01:08 to care for flowers, on the site. To try and figure out which flowers are
01:13 going to be best for him to purchase, he's actually going to customize a bouquet for
01:17 his wife. He'll review the selections that he has
01:21 made and then finally he'll make his purchase.
01:25 So this customer scenario is going to be used for us to evaluate the web site, and
01:29 then we'll be able to compare the original site and the improve site to see how much
01:33 better the interaction design is.
01:37
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Using the demonstration sites
00:00 Unlike many lynda.com courses, we do not have exercise files.
00:04 But we do have demonstration websites for the original and improved versions, so
00:08 that you can experience them for yourself. These are not complete websites and are
00:13 for demonstration only, so many links do not work and features may not be available.
00:18 These sites are intended to be viewed in conjunction with this course and following
00:22 the customer's scenario we just described. From the Hansel and Petal landing page,
00:28 you may visit the 3 demonstration website and link back to this course.
00:32 The three demo sites are the original site, which had interaction design
00:36 problems and two versions of the improved site, each with their own way of building
00:40 a custom bouquet. For your convenience, we've added hidden
00:46 links to the copyright notice in the footer of all of the demonstration
00:49 websites as a quick way to return to this landing page.
00:53
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1. Homepage
Understanding the header
00:00 Okay. So let's start from the landing page for
00:02 the Hansel and Petal demonstration web site for this course.
00:05 We're going to open both the original design and the improved design.
00:09 And before we start talking about some of the things that maybe problems or that
00:12 we're going to change on this site, let's just take a quick look at both of the home pages.
00:16 And then, we'll come back this one and talk about what some of the problems are
00:19 and what we've done about it. Now, as we look at this page, you probably
00:23 are noticing some things that you think might not be working very well but the
00:27 design is pretty good. And the content is pretty good.
00:31 Once again, we're going to be focusing on the interaction design.
00:33 So we're going to try to preserve as much as the visual design and branding as we can.
00:38 But here's the homepage of the improved site, and clearly there are some
00:41 differences here. It's the same content and the same
00:45 branding, but we've strived to create a much better interactive experience.
00:50 Right, let's go back on to the original homepage and let's start with the header.
00:55 We're going to work our way down through the page here and the first thing that we
00:57 notice is really the header is very simple.
01:00 It's just the logo and a series of text links across the top of the page.
01:04 And although these text links look like the things that we would expect to see,
01:07 one of the first things that I notices is that we're not using any hover or rollover states.
01:12 So the underline between these text links is the only thing that tells me that these
01:16 are links, that and the fact that they're located in the header.
01:21 Now one of the issues that arises here is with this search button.
01:25 People expect to find search in the header but they don't expect to find it this way.
01:30 Let's talk about the issue of click depth for a second.
01:34 Most of the time when we're talking about click depth it's because we're counting
01:37 the number of clicks or taps that it takes us to finish a task.
01:41 And most often we're concerned that we have too many clicks that we're going through.
01:46 In fact, though, as long as each step feels meaningful, and I feel like I'm
01:49 moving forward, then the click depth is appropriate.
01:53 But if people feel like they should've reached there goal and they're not there
01:57 yet, then the click depth is too deep. Let's go back to the original website for
02:01 a moment. So, here we are back on the original
02:05 hansel and petal website, and we see one click for search.
02:09 Now, how deep could one click possibly be? The problem is, in this situation, one
02:14 click is probably too much, because people expect to see the search bar visible at
02:18 the top of the page. So let's take a look at what we did on the
02:23 modified website, and this is the new header for Hansel and Petal.
02:27 The content is the same, we've got the same links for account, customer service.
02:32 But now we've exposed the search bar, now all I have to do is click and type in my
02:35 search terms, I don't have to go to a search page in order to do it.
02:40 You'll also notice that we've added some additional information and functionality.
02:44 This is a retail site after all, so these promotional messages are very important,
02:48 and the header is an important place to put that.
02:52 We've added a visual cue for the shopping basket, and we've added some additional
02:56 informations, such as the subtotal of the price in the basket.
03:00 And finally, we've added a button for the checkout, we now have a quick way to get
03:03 to the checkout process for when we are finished shopping.
03:07 So on the original site, we had the basics of what we needed.
03:11 We had access to our shopping basket, we had access to search, but it was just a
03:14 little too far away, and not very informative.
03:18 And in fact, some really important shopping functionality such as the promo
03:21 message and the check out button were completely missing.
03:25 So we've added those in.
03:27
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Working with navigation
00:00 Okay, so we're back on the original page. Let's focus on the navigation bar here.
00:04 How it's located in a very traditional position.
00:07 It's a horizontal navigation bar at the top of the page.
00:10 But one of the first things that we notice once again is that we're not getting any
00:13 feedback on the hover or the rollover here.
00:16 We know that they're links, because it's at the top of the page and it looks like a
00:19 navigation bar. But we could be providing some additional feedback.
00:25 Before we go too far into talking about the navigation bar, let's just quickly
00:28 review some best practices for navigation bars, for links and for buttons.
00:33 We've already seen that there were some problems with links in the header.
00:36 Throughout the site, we want to make sure that we're using labels that help people
00:40 understand where the link or button is going to go or what it's going to do.
00:44 We want to make sure that we avoid being vague or ambiguous or confusing with any
00:48 of the labels that we put on navigation and buttons.
00:52 It also is often helpful to use active verbs.
00:56 We find that that encourages people to interact more often.
00:59 It lets them know what they're going to be doing.
01:01 Not just what they are going to be seeing, or looking at.
01:05 And finally, it is very helpful to use different visual states to indicate the
01:08 availability and a selection. This is really important feedback.
01:13 And remember, feedback is one of the five essential principles of interaction design.
01:19 Now that we know what our best practices for navigation are, and we've identified
01:22 some of the problems that we have here, let's just quickly run over to the
01:25 modified homepage and take a look at what we did in terms of providing some
01:28 additional feedback. This is not really a dramatic change, but
01:33 it's a subtle visual cue that let's people know.
01:34 Yes, this is the navigation element that you are thinking of clicking on.
01:35 Now you've probably noticed that the navigation between the two pages behaves a
01:36 little bit differently and in fact the original navigation is a little bit of a problem.
01:38 Yes, this is the navigation element that you are thinking of clicking on.
01:42 Now you've probably noticed that the navigation between the two pages behaves a
01:46 little bit differently and in fact the original navigation is a little bit of a problem.
01:52 First thing, as soon as I mouse over the navigation bar, you see these drawers they
01:57 pop into view instantly. But there are also nested navigation.
02:02 What we are seeing here is what's called a flyout navigation So whenever there are
02:06 choices within a category it flies out to the side.
02:10 The problem that we have is I have to keep my mouse within this very narrow space in
02:15 order to access my additional choices. So if I'm interested in mixed
02:20 arrangements, and I want to go say look at mixed roses, oop, I just moused out of
02:24 that space and the navigation disappears. Or anytime I move, like orhcids?
02:30 No, not orchids, nope. Not spring, nope.
02:32 I want roses. Okay, there we go.
02:35 That narrow little area is what's often referred to as a mouse channel.
02:39 It's that skinny little region that you have to very carefully move your mouse
02:43 through in order to get to content on the other side, As soon as you move your mouse
02:47 out of that space, the content disappears. And this is obviously not a good experience.
02:55 They're often found in nested navigational systems and menus.
02:58 So unfortunately, we run into these quite often on the internet.
03:02 Closely related to the mouse channel problem in this navigation bar, is our
03:05 ability to actually get our mouse accurately to the next link, or hitting a target.
03:12 In the previous Interaction Design Fundamentals course, we talked about Fitts
03:15 Law and Meyer's Law. Which essentially is a mathematical set of
03:19 formulas that tells us that it's easier for us to click or tap on things that are
03:23 larger and nearer. And although that navigation drawer is not
03:28 very Far away, we have to get to it through a very small space.
03:32 That's what makes it much more difficult for us to accurately hit that target.
03:37 So let's just quickly review the nav bar from here on the original site.
03:43 It's exactly where we think it should be. We do have nested navigation, but it is
03:47 tricky to use. We have to be very careful with our mouse.
03:51 But, it's not providing very much feedback for us.
03:54 Let's take a look at how we improved that. So, over here on the modified site, once
03:58 again because of best practices, for navigation links and buttons you see that
04:02 we've got hover states. We added them to the header, we added them
04:06 to the navigation bar, but you'll also notice now that we've changed the way we
04:10 access the nested navigation Within the arrangements navigation option.
04:16 Instead of having flyout menus, we now have a large drawer navigation.
04:20 This has two benefits. One, it's very easy for us to mouse into
04:23 this space, I have a very large channel in which to move my mouse.
04:29 You'll also notice that it exposes all of my options so I don't have to look at just
04:33 one set of menus at a time. I can open up this one drawer and I can
04:37 see oh popular flowers, and tropical flowers, and orchids, and mixed arrangements.
04:43 I can easily move my mouse to get to any of those.
04:47 Now there's one additional change that we made here on this site and it's a subtle one.
04:51 You may not have noticed it. Let's go back and look at the original
04:55 site for a moment. And as soon I move my mouse into the
04:58 navigation bar that menu appears. In fact if I move my mouse quickly over it
05:04 you see it blink into view. Now if I'm moving my mouse from somewhere
05:09 in the body of the page and I'm trying to get to a link that 's up in the header.
05:14 As soon as I cross over I get that blink and that blink can be distracting On the
05:18 modified version, we have an improvement. If I mouse over, notice the drawer doesn't
05:24 pop into view. Only the arrangements hover state shows up.
05:28 I actually have to slow down and pause in order to open that drawer.
05:33 That means this drawer is not going to get in the way by blinking into view when I am
05:36 not trying to open the drawer. That technique of pausing briefly before
05:43 we show or open a navigation drawer is called hoverintent.
05:48 And it's a coding technique, and it allows us to display the content after a brief delay.
05:53 So I can mouse over the navigation bar, without the drawer popping into view.
05:58 I only show it when people are slowing down and placing their mouse over that area.
06:04 This minimizes that undesirable display of extra content or additional content Simply
06:09 because the mouse has moved close to the active zone.
06:13 So, on the modified home page, we've implemented hover intent.
06:18 I actually have to slow down my mouse and pause before the draw comes into view.
06:22 So, let's just briefly talk about what we did here to make the navigation bar a
06:26 better experience. On the original site, it's all the same
06:30 navigation options. But, the fly out menu was difficult.
06:35 So, we've added feedback, we've added timing delays, and we've added a large
06:38 navigation drawer to make it easier for us to mouse into and make a navigation selection.
06:44
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Enhancing the carousel
00:00 Okay. Moving further down the page a little bit
00:03 here, the first thing that we encounter is this auto rotating banner thing at the top
00:07 of the page. When it first loads, I have no idea how
00:11 many slides there are. They're goin' by really, really quickly,
00:15 so I have to be a very fast reader or I have to sit here and wait for them to
00:17 cycle through several times to see what's going on.
00:21 And in fact, I've got to watch this a few times before I understand that there's
00:24 even three different slides in messages here.
00:28 I don't have any way of knowing what content is in this.
00:31 And one of the things I might be worried about is that maybe there's a big sale and
00:35 I haven't noticed that slide yet. I don't have a sense of control.
00:39 I don't know how to make this carousel stop or pause or how to get access to that information.
00:46 In fact this is an issue that we call locus of control.
00:49 This is the extent to which people feel they are in control of what is happening
00:52 around them or things that are going to affect them.
00:57 When we have an internal locus of control, we feel like we're in control of what's
01:01 going on but when we have an external locus of control, we feel like we don't
01:05 control that and that we're being subjected to whatever is around us.
01:12 Back on the the original website, that's the problem we have with this carousel.
01:16 I'm not in control of it. I can't say, pause.
01:20 I want to see this message. Or what's the next one, and I have no idea
01:23 how many slides there are. So, we made some improvements.
01:28 Let's hop over to the modified site, and take a look at this carousel.
01:31 It still starts on the page with an autoplay.
01:34 The motion can be used to draw our attention.
01:38 You can decide if you want the carousel to autoplay or not.
01:41 Because now we have controls. Now I can click and say, go back one.
01:46 Or I have this little indicator at the bottom of the carousel that says there are
01:49 three slides here and you can jump to whichever one you want.
01:54 And when I click to control the carousel myself we've coded it so that it stops auto-rotation.
02:00 That way I have as much time as I need to read the message, look at the photo, and
02:04 make a decision is this is a product that I am interested in.
02:09 So I feel in control of this experience. I can say I want the next slide or the
02:14 previous slide. Unfortunately, on the original experience,
02:19 it was just so fast and I had no control. I'm very likely to just scroll right on by
02:24 and pretend it didn't even exist.
02:27
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Working with content in grids
00:00 Okay, we're back on the home page of the original Hansel and Petal website.
00:04 Let's continue scrolling a little bit farther down to see what we might be able
00:07 to improve on on this page. Now down here, we get into the content of
00:11 the website or the grid area. And this is where we start exposing people
00:14 to the products that are available on the site.
00:17 And it looks pretty good. I mean, these are really pretty flowers.
00:20 But one of the first things that we notice is that we're missing feedback about what
00:23 can I click on. Until I mouse over and see my cursor
00:27 change to a hand. I'm not sure if I can click on the image,
00:31 or if I have to click on the text link. So, we want to make sure that people
00:35 understand what is clickable. Where can I click on the page and go
00:38 somewhere for something I'm interested in? You'll also notice we that have these
00:42 little text badges on top of the products. An item that's on sale, and even this
00:47 "New!" announcement. Now, that's great information to present,
00:51 but it's just a text overlay. You can imagine that for some of these
00:54 colorful bouquets, that "New!" or sale announcement could completely disappear
00:58 into the photography. So, in this case, we've got a new bouquet,
01:03 it's under Bouquets and Arrangements for someone special, but we might not notice that.
01:09 We want to do something to draw attention to those badges.
01:13 A very important thing that we do as interaction designers is we help guide the
01:17 attention of the visitor to the website, but we have to remember that attention is
01:21 a limited resource. We've only got so much of it, we can't pay
01:26 attention to everything. And since, we can't pay attention to
01:30 everything, we end up distributing it across all of the things that we think are
01:34 most important. And if we think something isn't important
01:38 or if something is not noticeable to us, well then we don't pay attention to it.
01:43 Or worse yet we get distracted by things that pull our attention away from what is
01:47 important to something that isn't. In this particular case, we want to draw
01:53 attention to those badges. We want people to notice that the product
01:57 is on sale, or is new. So, in this case, how can we modify the design?
02:03 Well, this is just a simple visual cue. In fact, it's not really about
02:06 interactivity in this case. This is about drawing attention where
02:10 attention is necessary. And so, with some additional graphical
02:14 treatment, 'New' and 'Sale' are suddenly visible to us, and they are much more noticeable.
02:21 But you'll also notice now that we have great feedback.
02:24 Yes, you can click on these photos. You can go learn more about the heirloom
02:28 roses, or yes, you can buy this product. So, we've added feedback, we've drawn
02:33 attention with badges. And although, we're using exactly the same
02:38 content and photography, with just two simple changes, it becomes much more clear
02:42 what can I shop for and what is going to draw my attention.
02:48
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Exploring the footer
00:00 And here we are back on the original homepage one last time.
00:04 We've got just a little bit of content at the bottom of the page, let's take a look
00:06 at how we can make this better. These banners, they're actually working
00:10 fine, we're not going to make any changes to those.
00:13 This is good content. But the footer, we have some issues down here.
00:17 Now it's a very simple footer, and in fact we're just repeating the navigation at the bottom.
00:22 We could actually make the search engine optimization, or SEO, a little bit better
00:26 for this website. By exposing more of the deeper navigation,
00:30 particularly for the most popular areas, or the most commonly visited areas.
00:35 But the real problem with the footer here is this Sign Up link.
00:39 One, it's just very vaguely labeled. Now remember one of the best practices for
00:44 navigation and for buttons is to be very clear and let people know what is going to happen.
00:49 In this case, we just have Newsletter Sign Up.
00:52 But the worst part of this is that, when I click into this field to add what I assume
00:57 is my email address, it's pre-populated with Newsletter.
01:02 And in fact, I now have to completely backspace over and delete that text before
01:06 I can put in my own information. So now I can Sign Up.
01:13 But I had to delete the newsletter text in order to do that.
01:16 Clearly, we don't want to make people work to sign up for a newsletter.
01:20 So how can we improve the footer on this website?
01:23 Let's take a look at what we did on the modified version of this site.
01:27 And once again, we're using the same content, but we've added some
01:30 functionality here. You'll also notice that we added in some
01:34 social media and social networking. This has just become so prevalent
01:38 throughout the experiences on the web. When people see things that they like or
01:43 that they want to share, we just have instant access on every page to do that.
01:48 We've also changed the way the sign up for special offers works.
01:51 We're using a much more descriptive label and now I can sign up and I don't have to
01:56 erase that place holder text. I can just start typing directly.
02:01 And finally we'v added some more information to our footer in these links
02:05 by repeating the navigation. Exposing some commonly requested links or
02:11 common destination. And so our search engine optimization may
02:15 be improved by having a more meaningful footer as well.
02:20 So, on the original site, we took a very simple footer, and we made it a better,
02:24 more meaningful footer with better functionality.
02:28 And with added functionality . for social media and social networking.
02:32
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2. Category Pages
Establishing a sense of place
00:00 Here we are back on the original Hansel and Petal website.
00:03 Now, remember in our customer scenario we have a husband who wants to buy a
00:07 two-flower bouquets for mothers day. One for his wife and one for his mother.
00:12 And in order to do that, we're going to need to look and see what types of
00:14 bouquets are available and that means navigating more deeply into the site.
00:19 So lets check out and what Hansel and Petal offer in terms of their flower
00:22 arrangements and. We're just going to go to the arrangements
00:25 page and sure enough here we are. Floral arrangements for any occasion.
00:30 Now we've got some of the same problems we've already discussed.
00:33 We're not in control of the carousel. I see the hand cursor so I know I can
00:37 click on it, but I'm not getting any feedback.
00:41 The text badge is not drawing my attention.
00:44 But the biggest problem as we start to navigate into this site is I move down one
00:48 more level into mixed arrangements. And I see from the page header that I'm on
00:53 mixed arrangements. But the navigation bar isn't telling me
00:57 which section of the site that I'm in. And now I don't know how deeply I have
01:02 moved into the site. I'm actually two clicks in, but there's
01:06 nothing to tell me where I am on the website relative to the home page.
01:11 So, let's take a look at the modified website, and see what recommendations
01:15 we're making to improve that. First off, we're going to go to the
01:19 Arrangements page. We're going to see floral arrangements for
01:22 any occasion. You'll see now I'm in control of my carousel.
01:26 But you'll also notice two changes at the navigation bar.
01:29 One, is that we now have a selected state for the navigation.
01:33 It's telling me, you are in the arrangements section.
01:37 We've also added a breadcrumb. You are one page deeper than the homepage.
01:42 You are on the arrangements page. Now we went ahead and made the other
01:46 improvements to the site, so we improved the badge in order to draw attention.
01:50 And we added feedback for the rollovers. So the people know that this is clickable.
01:55 But the most important changes are the sense of place.
01:58 So let's dive in just a little bit deeper. We're going to go to the mixed
02:02 arrangements page. And sure enough, our bread crumb has now
02:05 extended to show me that I am two levels deeper into the site from the homepage.
02:11 I've passed the arrangements page, and I'm now at the mixed arrangements page.
02:16 This sense of place is very important in interaction design because as we're
02:20 navigating more deeply into the site, we need to know where we are.
02:26 People have sense of place when they know where they are, when they understand how
02:30 they got there, and are able to accurately predict where they might be able to go next.
02:35 Now the sense of place is closely related to the concept of the scent of information.
02:39 We talked about both of these topics in more detail in the Interaction Design
02:43 Fundamentals course. The scent of information though is when we
02:47 identify a trail of information. It's when we are following a sequence of
02:51 links because those links are meaningfully related to one another.
02:56 I know that I am looking for some flower arrangements.
02:59 And I know that I want to get mixed flower arrangements rather than all of one flower.
03:06 So when we added this navigation highlight to say you're in the arrangements section,
03:10 and we added the breadcrumb to say you're two levels deeper than the homepage and
03:14 currently on the mixed arrangements page, we added more information to help people
03:18 understand where they are.
03:22
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Working with traditional pagination
00:00 So back on the mixed arrangements page for the original Hansel and Petal website.
00:05 We can tell once again because we don't have any navigation states, and we don't
00:08 have a breadcrumb. As we scroll down through the page we
00:12 notice somewhat discretely over here on the right hand side, Previous and Next links.
00:18 Now initially I wasn't quite sure If this meant that I could control the carousel or
00:22 if it was related to the content in the grid down below.
00:26 And as we scroll down, I see there's about 12 bouquets here for me.
00:30 But when I click on Next, I think it reloaded the page, are these the same bouquets?
00:38 Let's see, go back, Burst of Yellow Tulips, go forward not press okay, so
00:43 Previous and Next are actually showing me additional bouquets.
00:49 So you see the problem here right? Not only do I not have a good sense of
00:53 place I really don't have any idea of how many mixed arrangement bouquets Hansel and
00:57 Petal offers to me. All I know is that I can go Previous and
01:02 Next and I can see more. And I'm going to have to click that until
01:07 I reach the end I suppose. Now, why is this a problem?
01:13 Status and Progress information is a form of feedback.
01:16 And remember feedback is one of those essential principles of interaction design.
01:21 And it's progress information and status information about how many arrangements
01:24 are available on the Hansel and Petal site, that we're missing.
01:29 So, if I am in the middle of a process or an interaction, and something is ongoing.
01:34 I want a status indicator that says to me, I'm still working, please be patient.
01:39 On the other hand, if I am moving through something that may have multiple steps or
01:44 multiple pages, I need a progress indicator.
01:47 I want to know, how much have I seen? How much have I done?
01:51 How much remains? How many more pages of flowers could I
01:55 possibly be looking at? There is an additional problem with the
01:59 way pagination is currently working on the Hansel and Petal site.
02:04 That type of really vague pagination actually places a lot of strain on your memory.
02:10 Now, your working memory is what you're actively thinking about at any one given
02:13 moment in time, and unfortunately, it's limited.
02:17 There's only so much that we can put into our memories, and then we start to forget things.
02:22 So, how many pages have I clicked into the mixed arrangements bouquet?
02:26 I don't know, there's no bread crumb, there is no page number, I don't remember.
02:33 Long term memory, on the other hand, it lasts a very long time, and it's got a
02:36 very large capacity. But it requires effort to put information
02:40 into the long term memory. And people just aren't going to do that on
02:44 a website. They're not going to write down how many
02:47 pages have I clicked into. They're not going to load a new page and
02:51 then try to memorize what the first product is.
02:54 So, that they remember which page they're on when they see it again.
02:57 We can do better. So this grid of products, I see 12 lovely
03:01 bouquets, but I don't know how many bouquets there are.
03:06 And I can click Next and Previous until I reach the end.
03:09 But unfortunately I have no sense of progress, and this is taxing my memory.
03:15 We need a better solution. Let's take a look at what we could do, in
03:19 the next movie.
03:20
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Adding infinite scrolling
00:00 So, how can we fix the pagination problems that we had on the original Hansel and
00:03 Petal website? We're over here now at the improved
00:07 version of Hansel and Petal. And once again, we're on the Mixed
00:11 Arrangements page, where we know there are at least 24 different bouquets.
00:15 So, among the improvements that we've made up in the navigation and the control of
00:19 the carousel, as we scroll down on the page, the first things you notice is the
00:23 pagination is missing, so how am I going to get to my next set of twelve flowers?
00:29 Does that mean it's a very long page? Well, no, I'm still showing this twelve at
00:34 a time but now across the bottom of the page we have a really large clickable bar
00:37 that says, show me twelve more. In fact when we click it, we simply extend
00:43 the length of the page so I add in the next twelve bouquets.
00:48 I have a much better sense of place on this page, and a much better sense of
00:52 depth, how many products are there now. So, I know which page I'm on.
00:59 I know my first set of 12 bouquets. I see my second set of 12 bouquets, in
01:04 fact, I can show a third set of 12 bouquets.
01:08 And I've also added functionality now, where we could quickly take ourselves
01:12 right back up to the top of the page. This is a technique called Infinite
01:17 Scroll, it's when we extend the length of the page we add content to it, so the page
01:21 gets longer and longer. Either as we scroll lower or as we tell
01:27 the website to add more content. Now, there's two ways that we can do
01:31 Infinite Scroll. We can do it continuously or we can do it segmented.
01:37 Continuous pages are automatically extended while I am scrolling.
01:41 So, as I scroll lower on the page, It's been coded, so that it loads more content
01:45 in from the server and I never really quite reach the bottom of the page.
01:51 So, sites like Facebook, or Twitter, or Pinterest, they use this technique.
01:56 The farther you scroll, the more content you see.
01:58 You never have to tell it, I want you to load more.
02:02 Segmented pages, on the other hand, they are extended on demand, and this is what
02:06 we're doing on the Hansel and Petal site. I make sure that you've seen that set of
02:12 12 bouquets, I tell you there's more. We click on a link, and then I show them
02:17 to you. And it's segmented in sets of 12.
02:21 There's a green bar across the page that says: you're in section one, you're in
02:24 section two, you're in section three. So, I'm extending the length of the page
02:29 only as I want to see more information. Now, another key thing to remember about
02:35 Infinite Scroll, is that continuous pages, it's sometimes possible for you to never
02:39 reach the footer. So, a page like Twitter or Pinterest may
02:43 not actually have a footer, which means we can't put important information in the footer.
02:50 Now, if you remember on this Hansel and Petal site, the footer actually does have
02:55 some important information. It's got the social networking and social media.
03:01 It's got popular links, and it's got the sign up for the newsletter.
03:05 So, Infinite Scroll in a continuous form may not have been a good solution for this website.
03:11 We had to understand what did people expect, what did they want their
03:15 experience to be and what information do they need?
03:19 Remember we had to understand the context. So, we chose segmented Infinite Scroll for
03:24 a good sense of place to have control over the display of content on the page.
03:29 And to make sure the people still had access to all of the important content and
03:33 features that are located in the footer.
03:37
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Finding and discovering
00:00 Let's hop back to the homepage for the original Hansel and Petal website for a moment.
00:05 We've navigated a few levels deeper into the site and we've looked at arrangements
00:08 and mixed arrangements. And, one of the things that we've been
00:12 talking about on each one of the pages we've seen so far, is the content, the information.
00:18 And that's what we're using to expose what is offered on this website.
00:22 It's not just through the navigation, but on each of these pages we've seen an
00:26 increasing amount of detail. So on the Home page we're looking at the
00:31 fact that we have popular flowers, that we have bouquets and arrangements.
00:36 We even sell live plants. So we're showing content at a very high
00:41 level to expose the breadth of the information.
00:44 But as we navigate more deeply into the site, it starts to get more specific.
00:50 We're starting to see specific flowers, roses, tulips, lilies.
00:54 We start to see specific types of arrangements.
00:56 A mixed arrangement of spring pastels, all white and so on.
01:00 And then finally when we get down into our Mixed Arrangements page and we have
01:04 specific bouquets, polka dot pail and burst of yellow.
01:10 This type of hierarchical content structure is really important for
01:13 Findability and Discoverability. Now, Findability is your ability to
01:18 navigate through a website or an application, or to use search, in order to
01:22 find the information that you are looking for.
01:26 You know what you're looking for, you're trying to find it, you want to know where
01:30 it is. And as long as there is a good scent of
01:33 information and as long as the information architecture is well structured, you can
01:37 get to that information. Discoverability is when the design of a
01:42 website or application helps or it leads us to the information or the functionality
01:46 we seek. Sometimes, we don't know exactly what
01:51 we're looking for. We have a vague idea or sometimes we're
01:54 just exploring to see what is there, such as browsing for bouquets on the Hansel and
01:59 Petal site. I want to be able to discover the
02:03 different types of flowers and the different types of arrangements that are
02:06 available for purchase. It's a combination of findability and
02:10 discoverability that helps move people forward through the site.
02:15 We do that through the navigation, and through the content.
02:18 So, I know that I am getting increasingly closer to the types of bouquets that I am
02:23 interested in, by looking at the options, having a strong sense of place.
02:30 The page header tells me where I am and I know that I'm on the path to the right content.
02:37
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3. Detail Page and Mini-Cart
Understanding motivation
00:00 So here we are on the home page of the original Hansel and Petal website and,
00:03 remember we're, shopping for a, set of bouquets.
00:07 And the first one that we're looking for is, a mixed flower arrangement.
00:11 This is going to be the husbands, gift for is mother, for mothers day and, he's
00:14 decided that he is going to buy some mixed roses for her.
00:19 So lets just go ahead and jump into our Mixed Roses page.
00:22 Now, when we land on this Rainbow Rose Collection page.
00:27 The first thing we really want to talk about is what does this page need to do
00:30 for the customer? What are their expectations of the
00:34 information and the functionality that they're going to see?
00:38 What's the context of the user experience? And what's motivating the person?
00:43 In fact, let's talk about that for just a second.
00:46 What is motivation? Well, we define it as a force that
00:49 initiates, directs, and sustains our behavior.
00:52 It's what drives us. It's what makes us do things.
00:56 It makes us behave and it's what makes us interact.
01:00 Now, people can be motivated for a lot of different reasons and for many different things.
01:05 In this particular case, our customer is motivated to buy a series of gifts for
01:10 people that he loves. And there's going to be certain pieces of
01:15 information that he is going to be looking for, to determine whether or not this is
01:19 an appropriate gift. And as we look at this page, we start to
01:24 see not very much, right? Rainbow Rose Collection, it's 30 long stem
01:30 roses, six of each, of each, what? I assume that these are the colors over
01:36 here, but what are those colors? I get to select a vase clearly.
01:41 I've gotta look kind of hard to figure out, oh there it is, there's the price, it
01:46 starts at $29.95. We're not setting up the information in
01:51 this particular page to help people make a decision.
01:55 We're not even talking about interactivity at this point, we are just talking about
01:59 whether or not we can support the behavior of the visitor to the site.
02:04 We're not giving them enough information or enough of the information that they need.
02:10 Let's take a look at how we can change that.
02:13 We'll go over to the improved version of the website, and once again, we're
02:16 going to drop directly into our Mixed Roses.
02:20 And the first thing that we notice, other than the fact that we have a much better
02:23 sense of place. Is there's the price, nice and big, I can
02:26 tell this is a reasonable price. I'v got more detail, I now know that the
02:31 roses are cut and packaged and shipped all in the same day.
02:36 I see the colors, Peach, Blush, Pink, and Red and White and rose.
02:41 I still get to select my vase, they've even included some Care Instructions here
02:45 on the site for how to take care of the roses once they've arrived.
02:50 And they know that I'm shopping for different types of flower bouquets.
02:54 And so they even offer some suggestions at the bottom of the page for other things I
02:58 may be interested in. Clearly, the amount of content on these
03:03 two pages sets a much different context. We have to understand what the person
03:10 expects, what is driving them, and what they need.
03:13 On the original website, we simply failed to provide a sufficient amount of information.
03:19 But on the modified website, we're able to provide much more information and its much
03:23 more likely that this information will help the customer make a decision.
03:28
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Creating smarter experiences
00:00 Here we are on the detail page for the rainbow rose collection.
00:03 On the original hansel and petal website. And despite the fact that we don't have
00:07 very much information here, I think our customer is going to make the decision
00:11 that this rose bouquet is going to be the right product for him.
00:16 But there are still some changes that we can make to this page to make it more
00:19 interactive and more effective. We've already discussed the content
00:23 changes, but one of the things you may have noticed is that we've got multiple
00:27 colors in the flower bouquet, but we've only got one, large rose image I don't
00:31 have the opportunity to see a close up of these other rose colors to see if I really
00:35 like them or not. So, we want to add some functionality to
00:42 the page. Let's take a look at the improved version here.
00:45 Once again, we've got more content, but now you'll notice I get nice closeup views
00:50 of each one of these different rose colors.
00:54 So, I have a much better sense of what the product is.
00:58 Now I'm more comfortable in making that purchase decision, and this is relatively
01:02 simple functionality where we're simply swapping out the images and people expect this.
01:08 Remember, We bring our past experience with us, we learn from those experiences,
01:12 and if this site is consistant with other past experiences, then we apply what we
01:17 have learned. People shop all over the internet, and in
01:22 this case, they expect to be able to see alternate views.
01:27 That was their expectation. There's a couple other problems on this
01:31 page, the original page, unfortunately. One of them is on the ability to select a vase.
01:37 You'll notice that we've got a pair of check boxes here.
01:40 I can choose a round vase or a square vase, or I could actually choose both of
01:44 those vases. Now we know that's probably not the
01:49 intention of this particular retailer. They want you to choose round or square.
01:55 But we've used the wrong form fields and in this particular case we actually are
01:59 making people stop and think. Oh, do I get both vases?
02:04 Or do I have to check just one of these vases?
02:09 Now it might seem like a minor thing but when we force people to slow down, pause
02:13 or even stop to think about what they are supposed to do, we are interfering with
02:17 their interaction. Another problem that we have here is this
02:24 quantity box. Although it works as we would expect, it's
02:27 unfortunately starting at zero. And if I'm on this page, and I know I'm
02:31 interested in this product. Chances are I want to buy at least one of them.
02:37 So the fact that that was set to zero, in advance means I now have to go in and edit
02:42 that value to turn it into 1. I want one of these bouquets, and that
02:48 leads us to a discussion of smart defaults.
02:52 We want to pre-populate forms or inputs with information that is known or highly
02:57 likely selections. In order to save that person some time.
03:02 This default information, however. It does need to be easy to override or
03:06 undo in case the default isn't correct. We never want to complicate the
03:12 experience, we don't want to make people work harder.
03:16 In fact, one of the most important things that we can do when we're designing highly
03:20 interactive experiences is that we find ways to make the computer work for the person.
03:26 We want to reduce the person's effort. Don't make the person do something that a
03:31 computer can do for them. We want to avoid redundant effort.
03:36 Don't ask a person for information the computer already knows, or which they've
03:40 already typed in. And finally, we want to respect the
03:44 person's time. Don't make them wait for something that
03:47 the computer can do in the background, or don't make them take lots and lots of
03:51 steps to do something that could have been done more quickly.
03:56 So, the computer doesn't mind doing this extra work.
04:00 We might as well have the computer do it for the person.
04:03 How can we improve this website? What can we do to modify it, so that we're
04:08 doing more work for the person, and that we're being smart about the experience?
04:13 Well, we've already seen that we can change the colors.
04:15 We've already added content. But now we're using the correct form fields.
04:21 It's a radio button, and it's pre-selected.
04:23 Round may be the most popular. I don't have to choose it.
04:27 I only need to change it if I want something else.
04:30 We've also pre-selected a quantity of one. I know if you're on this page, you may be
04:34 interested in the product. And if you want to buy it, one is probably
04:38 the most common quantity that you're going to order.
04:41 So why make you change a zero to one. It might seem like these are just minor
04:46 things to change, but a whole series of small changes where we use smart defaults
04:50 and do the work for the person, it adds up, and we save a few seconds here and a
04:55 few seconds there, and the whole experience feels easier and more efficient.
05:03 And that means people enjoy the interactions much more as well.
05:07
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Showing information in drawers
00:00 We've struggled to see the colors that are available in this rose bouquet.
00:04 We've paused to try and figure out how we select a vase shape, and we've taken the
00:08 time to change the quantity. So that we can buy one Rainbow Rose
00:12 Collection for the hard to find price of $29.95.
00:15 So, I've decided I want this, and I click Add To Basket.
00:19 Did I get it? Has this been purchased, or is it in my cart?
00:24 It didn't tell me. I didn't get any feedback.
00:27 So now, I really have to stop and think, did this work, or I might even click the
00:31 button multiple times. And in fact, if you take a look up at the
00:36 header you'll notice that Basket no longer says Basket zero, it was empty before, it
00:40 now says Basket one. And we completely missed that.
00:46 There was no solid information that said, yes, I know you want this product, and you
00:51 have added it to your shopping basket. Feedback is one of the essential
00:56 principles of interaction design. And it's one of the most important things
01:00 that we do as interaction designers. We provide information that acknowledges
01:05 the person has interacted. It provides status and progress
01:09 information, that your action was heard, or something is ongoing.
01:15 Without feedback, people may not understand the results of their interactions.
01:19 They may not know that anything has happened at all.
01:22 I clicked Add to Basket and I did not know whether or not that mixed rose bouquet was
01:27 added to my Shopping Basket. And because of that, I may be less likely
01:32 to interact in the future. And in this particular case, it may mean
01:36 that I actually leave this website. So, how can we improve this page?
01:42 Well, let's take a look at the modified version of the Hansel & Petal website.
01:46 So just a quick review. We've got the ability now to see close ups
01:49 of all of the different colors. We've added content, the price is much
01:53 easier to find. I can select a Round or a Square vase.
01:58 We're using the correct radio buttons here.
02:00 I can quickly add the basket without having to edit the quantity because it
02:04 defaulted smartly to number one. And you'll also notice we've got some
02:09 feedback here, on the button, a rollover state.
02:11 So, yes, this button is active. Let's go ahead and buy our Mixed Rose
02:15 Bouquet and, hey, now that is feedback. Your flowers are in the basket.
02:21 One rainbow rose collection. In fact, it's even giving me additional
02:24 meaningful information, such as my subtotal and my estimated shipping and handling.
02:29 This is feedback that's hard to miss. Not only is it acknowledging my
02:33 interaction, but it's providing additional information that increases the value of
02:39 this feedback. And there's one more little piece here.
02:44 Notice that the basket icon at the top now indicates that there are flowers in your basket.
02:49 And we've also got the information that there's one item and your subtotal is 29.95.
02:56 So not only did we have a nice big drawer slide into view that says, this item's
03:00 been added to your cart. We also have persistent feedback in the
03:04 header that says how many items are in your basket and what's your current item subtotal.
03:10 Now this is feedback that is valuable.
03:12
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4. Content Pages
Using tooltips
00:00 We have successfully added our Rainbow Rose Collection to our shopping basket.
00:05 We are halfway through our customer scenario.
00:08 We have picked one boquet, the husband's mother's boquet.
00:11 We still have one more to go. But while we were looking at this Rainbow
00:15 Rose Collection webpage, we noticed at the bottom that they were giving credit to
00:18 their designer. It's like, hey, these brilliant colors
00:21 were selected by Debra Wisdom, so who is Debra and maybe what other arrangements
00:25 has she done? Maybe there is something that she's done
00:28 that I also like and that could be the next bouquet that I purchase.
00:32 So, let's go ahead and click through to find out what we've got.
00:35 Here we are, Our Favorite Arrangements From Our Talented Designers.
00:39 Now, unfortunately, one of the things about this page.
00:42 And we've already discussed, Is that it doesn't provide me with a sense of place.
00:47 I have no idea which section of the site this page is located in.
00:51 There's no indicator in the navigation bar, and there's no breadcrumb.
00:55 So, if there's information on this page which I think is interesting or important,
00:59 and I navigate away from this page, I might not be able to find it again.
01:04 Now, I came over here because i wanted to see more of what Debra Wisdom was doing,
01:08 and so I look for her name, and there she is.
01:11 But I'm not entirely sure what I can click or what information is available to me.
01:16 And as I move the mouse around, I can see well the images at least appear to be
01:20 clickable but. Oh, I didn't expect that.
01:24 If I roll over her name, there's a tool tip and it gives me information about her.
01:28 In fact, I can get information about all of the designers just by rolling my mouse
01:33 over their name. Now, there was no visual cue to tell me
01:37 that that information was available to me. So, I kind of had to discover it by accident.
01:44 But I'm glad I did. And it's using a technique that is called
01:48 a Tool Tip. And Tool Tips are a common way of
01:51 presenting information that is contextually relevant.
01:56 Tool Tips work by presenting information in layers.
01:59 This is additional relevant content or information that is displayed in a way
02:03 with visual cues that makes it appear like it is above the original page.
02:09 It suggests that there is depth. The fact that we layer up information also
02:15 provides us some time cues. If we close layers and we move down
02:20 through a stack of layers, it's analogous to moving back in time.
02:25 So, just as we use the back button in our browser to return to previous pages, we
02:30 will close layers in order to move down to a prior page as well.
02:38 So what can we do to improve this page? Well, we know we need to add the sense of
02:42 place up here at the top, but we also want to give people visual cues for what is clickable.
02:48 Let's go head over and take a look at the Debra Wisdom link, and here we go, Our
02:52 Favorite Arrangements. And, oh, now we know that it's in the Our
02:56 Designers section. So, we are just one click deeper into the site.
03:02 Here, now, we have very clear cues. So, each one of our designer names has a
03:06 dashed underline, and there's a little question mark icon.
03:10 These two visual cues draw my attention. They say hey there is something here.
03:16 You can click on this, or you can rollover this, and so people don't have to
03:20 accidentally discover that there is biography information in Tool Tips for
03:24 each one of these designers.
03:27
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Working with lightboxes
00:00 Here we are back on the Our Designers page on the original Hansel and Petal website.
00:05 And one of the things that we noticed, as we were moving our mouse around, is that
00:08 these images appear to be clickable. I don't know what's on the other side, so
00:13 let's find out. I get a nice, big view of Brenda's Lilac
00:18 bouquet, so I can take a look at some of the others, not bad.
00:23 These Irises are pretty. So one of the things that they're doing
00:26 well here, at least, is that they are showing us truly larger images.
00:30 People really appreciate that. But unfortunately, one of the problems
00:34 that they have here is that every time I open up one of these images.
00:39 I then have to close it In order to go see the next image.
00:43 So I find myself going open, close, open, close, open, close.
00:49 This type of interaction is what has been nicknamed Pogo-Sticking.
00:53 Because we're forcing a person to move back and forth between pages or up and
00:57 down among layers in order to view additional content.
01:02 Now I know from that page that there are eight designers and they each have a bouquet.
01:07 And if I want to see each one of those bouquets, I have to open and close open,
01:12 close, open, close, and I pogo-stick. I go up and down in order to see all of
01:18 this content. Now clearly, we can make this a much more
01:21 efficient experience. Let's take a look at how we've improved
01:26 this site. So we'll come over to the modified version.
01:30 One again, we know that we can get information in tool tips about the authors.
01:34 But now, I'm getting additional feedback. Look, I mouse over this image, and I get a
01:37 little bit of a description. It says, The scent of lilacs and the soft
01:41 purples are a sure sign of Spring. I get a highlight that tells me I can
01:44 click on this, and I do. Now this is a much better lightbox.
01:49 There's a few difference that we see here. First off is that you'll notice that
01:53 there's this gray layer that is dimming the original page so that it draws more
01:57 attention to the flower image itself. We have a darker box that is framing the
02:03 flower image, so we have a much greater visual separation between the enlarged
02:07 image and the original page content. We have additional information that has
02:13 been added about the bouquet itself. We sill have the Close icon.
02:17 We also have the ability to hide this information and see just the photo.
02:22 But the key thing here that we've added in order to prevent pogo-sticking, is we now
02:27 have controls to advance to the Next and Previous.
02:32 And since Brenda is the first designer, one of eight.
02:36 There are no designers in the list ahead of her, so the previous indicators are
02:40 grayed out. But I can click Next and I can see Eric's
02:44 or I can click the arrow and I can see Audry Cecilia's.
02:48 The use of both text links for next and previous and the arrows that go back and
02:52 forth is a technique called Multiple Signals.
02:57 And we can do this in two different ways. We can provide multiple cues for
03:01 interaction, such as color, form, and shape.
03:05 Like yellow arrows that point to the right that draw people's attention and say hey,
03:09 you're going to go to the next step. Or, we can use interactions that occur
03:14 from multiple points. Such as in our light box where we've got a
03:18 text link and we have an arrow. Both of them do the same thing, so we can
03:23 choose at which point we want to interact. So we've made the Our Designers page
03:29 better, and more interactive, by making it much easier to navigate among all of the
03:34 images for all of the designers. We've also supplemented the content,
03:40 there's now more information, and we've given more than one way to navigate.
03:45 I no longer have to open one image, close it, and then open another.
03:50 And finally, we've made some visual improvements.
03:53 So that we really drawn attention to the imagery itself by using that gray layer,
03:58 and the nice dark border around the image. People know exactly where to look.
04:03 They know exactly what they are reading about.
04:05 And they know exactly how to get to the next piece of information.
04:08
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Working with panes and panels
00:00 We still have one bouquet that we need to purchase, but we're not quite sure what we
00:03 want to get. Now earlier when we were navigating
00:06 through the site, we noticed that they sell orchids.
00:09 But you know I'm not so sure that an orchid is a good idea, I'm worried that it
00:12 might be a little too much to care for. So let's see if we've got some caring
00:17 information, there we go, Caring for Orchids.
00:20 Let's see if this is going to be a problem or not.
00:23 So here we are. We've got some information here about
00:25 Light, Water, Fertilizer, Air Movement. Wow, there's a lot of information in here,
00:32 and these are a lot of topics, and this is a really tiny little window for me to read
00:38 all of this stuff. And, you know, I think this is probably
00:43 just going to be a little too much effort for me to try and figure out if I want to
00:46 buy an orchid or not. There's gotta be a better way to present
00:50 this information. Well, yeah, let's take a look at the
00:52 modified version of the site and see what we did to improve this design.
00:57 We've got the same information, but now it's presented in a very different manner.
01:03 So each one of the same sections, we've got information about Light, and Water,
01:07 and Fertilizer. But we're able now to see all of the
01:11 information at once. I don't have to scroll in that tiny little
01:15 window, and I can open multiple panels at the same time.
01:21 The original technique was using Accordion Panes, and the new technique is using
01:25 Collapsable Panels. The difference between them is an
01:29 accordion pane can display one section of information at a time.
01:34 But a collapsible panel can be opened and closed independently.
01:37 So I can open more than one panel at a time, and collapsible panels have
01:42 independent heights. So some may have more content and some may
01:46 have less content. We've already seen drawers they slide into
01:51 view and we're including them here because panels and accordions often have drawer
01:55 like behavior. In fact, let's go back and look here at
01:59 the modified care tips page. This is the improved version.
02:03 And you'll notice that these panels are actually sliding up and down and it's a
02:07 little bit like opening and closing a drawer.
02:11 So on the original site, we had accordion panes open one at a time.
02:16 It's a fixed height area and regardless of the amount of content, if there's more
02:20 than can be seen, then I've got this internal scroll bar.
02:25 And I have to work for my content. But on the improved page, now I can open
02:30 these panels, I can see all of the content, I can open them as needed.
02:35 In fact, I can open all of them and create a very long page.
02:41 But this is a much better reading experience.
02:43 I can scan through this, I can answer my questions much more effectively.
02:48
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Designing for context
00:00 There are a few other things happening on this page that make it a less than ideal experience.
00:05 Although all of the information about caring for orchids is here.
00:09 There's a few other things that I just don't understand.
00:12 Like, I don't know if I can actually buy these orchids or not.
00:16 Or, if these are just different types of orchids, that this is information on how
00:19 to care for them. And then there's this odd little floating
00:23 Download link off to the side to the page, and I'm not entirely sure what I'm going
00:26 to be downloading. Am I getting a copy of this information,
00:31 or I'm getting a copy of these images. I don't know.
00:36 So we need to clarify this. We're making people work too hard to
00:40 understand the information on this page, and to understand what they can do.
00:47 Cognitive Load is a term that we use to describe when we make people work to
00:51 understand information, make decisions, or solve problems.
00:56 In fact, we make them work too hard. Especially when the computer or the design
01:01 has the opportunity to do the work for the person.
01:04 Closely related to the idea of cognitive load is cognitive friction.
01:08 This occurs when we have to put in more effort than we should and it slows us down.
01:15 This page is a really good example of cognitive load and cognitive friction.
01:20 I can read all of the content, but I have to do a lot of scrolling to see it.
01:25 I can guess that I can buy these orchids. But I have to click through to find out.
01:30 I can guess what I'm going to download. But I actually have to click the link to
01:35 see if my guess is accurate. We're forcing people to think too much
01:39 about the experience, so how do we improve this?
01:42 Well, let's take a look at the modified site and see what we're able to do.
01:46 Once again, we're establishing a much better sense of place.
01:49 I know I am in the Care Tips section. We've got a good bread crumb, and we've
01:53 got the page header. But now notice I have Print this Page and
01:58 Download care instructions as a PDF. Now I know exactly what's going to happen here.
02:05 We understand in this case, the context of the experience.
02:09 This is the type of information that people may need to take with them, not
02:13 just come to the website and look up. If you're buying the orchid as a gift for
02:18 someone, you may want to print this out and give it to them with the orchid.
02:23 So they know how to care for it. I no longer need to guess if these orchids
02:27 are for sale. The prices are indicated, so I know I can
02:31 buy it, and how much it's going to cost. I'm able to open and close all of the information.
02:37 Making for much better reading experience or I can simply open the one section that
02:42 I'm most interested in. Such as do I live in a cold environment
02:47 that is not good for orchids? So I can quickly get to that one piece of
02:52 information or see all of it. This design, although these changes are
02:57 relatively subtle. Reduce the cognitive load and the
03:00 cognitive effort necessary to understand the content on this page.
03:04 And the fact that we understand the context of the experience that I may need
03:07 to take this information with me. Has influenced the links that we are
03:12 presenting, as well as the presentation of the content.
03:16 This is simply a much more convenient page for people to interact with.
03:21
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5. Build-a-Bouquet
Using Build-a-Bouquet (original)
00:00 We are just about finished with our customer scenario.
00:03 We have one more product that we need to purchase, and you remember that the
00:06 husband has decided that orchids are probably a little too much to care for, so
00:10 he's going to opt for creating a custom bouquet.
00:14 Something that is special and made just by him.
00:16 So we're going to click on the original website.
00:19 Now, remember this is the website that is having some problems and which we're
00:22 trying to fix. So, we're going to come into this Build a
00:25 Bouquet functionality and check out what we have here.
00:27 I see that I get to choose the flowers that I want.
00:30 I get to choose colors if there are colors available.
00:33 So, this is kind of nice, I get to pick my own bouquet.
00:36 So, let's see. We're going to add some Calla Lilies
00:38 maybe, how about a bunch of Irises here. We'll add some Gerbera Daisies, Lilies,
00:43 those are always really nice, so I'll add some lilies as well.
00:47 And how about tulips? It's a spring time, that's very popular
00:50 right now. And for some of these, oh, look, I do get
00:53 to choose colors, so let's get a purple Calla.
00:57 We'll get some nice warm yellow. We'll get some Lilies, Let's stay with pink.
01:02 And what do you say, for the Tulips, we'll go ahead and get some white Tulips.
01:07 All right,so I've set up a bouquet here. That was pretty straight forward I
01:11 suppose, but, you know, there are some issues with this interaction.
01:15 For example, we have all of these images at the top of the page that are probably
01:18 the flowers that I can choose from. But I was kind of tempted to click on
01:23 those and say, you know, I want the Sunflower or I want the Daffodil or I want
01:27 the rose. And I'm not sure what some of these
01:31 flowers are, so I don't know what this one is.
01:34 I'm not quite sure what this one is, and I don't know if these flowers are pictures
01:38 of what I can actually choose for the bouquet.
01:43 We've got a little bit of a problem here that we can address with some content.
01:47 And in fact, it's going to rely on the Gestalt principles to help us fix that.
01:52 You remember from the first Interaction Design Fundamentals course, when we talked
01:55 about the Gestalt principles. That they are a way to help us make sense
01:59 of these sensory world around us. And in fact, there were several principles
02:04 that were very important. Two in particular come into play when
02:07 we're talking about interaction design. The first is the Gestalt Principle of Proximity.
02:13 Objects that are near one another in space or time are perceived as belonging together.
02:17 So, on the right side we see groups of four elements even though both of these
02:21 images have the exact same numbers of circles.
02:25 A second principle, which is very common in interactive design is dealing with similarity.
02:30 Objects with similar attributes such as shape, color, size, or brightness are
02:34 perceived as belonging together. So we see the green circles as forming one
02:39 group, and the squares as another, and the light blue circles as a third group.
02:45 Now, we did discuss some additional Gestalt Principles, including closure,
02:48 common fate, continuity, and symmetry. If you're interested in learning about
02:52 those, I suggest you check out the Interaction Design Fundamentals course.
02:56 So, what do the Gestalt Principles tell us about this particular page?
03:01 Well, the thumbnails are similar and they are near one another.
03:04 They are in proximity to one another, so they are perceived as a group.
03:08 That's not surprising. The form field are similar to one another
03:11 and they are near one another so they are perceived as a second group.
03:16 However, the problem is that we want to be able to pair the Calla Lily's image with
03:21 the Calla Lily label and the Calla Lilly controls, so what we have are two groups
03:25 that actually make sense, perceptually, but they do not make sense meaningfully.
03:33 So, one of the things that we need to fix, is how do we associate the image of the
03:37 flower, with the flower name, and with the form fields for that flower.
03:42 We'll take a look at some of the improvements in the next movie.
03:46 Now let's go ahead. We're going to buy this particular bouquet.
03:50 And we click through. So, I'm not entirely sure why I had to
03:53 click through to a second step for a page that is just showing me everything I've
03:57 just selected, other than to say, oh, it's a $60 bouquet.
04:02 What we have here is another great example of how just one click may be perceived as
04:07 too much. Remember when we talked about click depth.
04:11 Why couldn't we have seen the total number of flowers and the total price all on the
04:15 previous page. Why did we have to click through for one
04:18 additional step? Just to see a list of what we selected,
04:21 and the opportunity to add that to my shopping cart.
04:26 Additionally, we're including items in this list which I did not select.
04:31 So, I have no Daisies, no Lilac, no roses, etc.
04:34 there are elements in this list with zero. And for example, roses has no color
04:38 selected because I have no roses. This is additional content that just
04:42 complicates the experience. It makes it harder for people to see which
04:46 are the flowers I selected, the colors I selected, and the number of each type of
04:50 flower that I selected. This is easily, in experience, that we can
04:55 improve, but lets go ahead and just add this custom bouquets our basket.
05:00 Oh, and remember this is the original site, the one that is having problems, I
05:03 just clicked add to basket but I need to scroll back up to the top of the page to
05:07 check to make sure the basket now has two items in it.
05:12 Remember, we're not getting appropriate feedback from this website and that's
05:15 something that we've already fixed.
05:17
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Using Build-a-Bouquet (version 1)
00:00 So let's take a look at the modified version of the Hansel and Petal site.
00:04 And see what improvements we've been able to make to the Build a Bouquet functionality.
00:08 Remember, we're trying to build a custom bouquet as a gift for mother's day.
00:12 So here we are on the new Build a Bouquet, and you'll notice right away that one of
00:16 the changes that we've made. Is that each of the flowers is now
00:20 associated with its name, its price, its color, and its quantity.
00:25 So we have now been able to create new groups.
00:29 Remember when we spoke about the Gestalt principles just a moment ago, that we said
00:33 we want the image to be associated with the flower name.
00:37 So although the images are themselves similar we are now using proximity to our advantage.
00:43 Each image is located near the name, the price and the color and the quantity.
00:48 So we get the perception that this is a group and it makes it much easier for us
00:52 to understand now what I am seeing. So let's go ahead and build our bouquet again.
00:59 I think we wanted to get the purple Calla Lilies.
01:02 Oh, now this is another change that we've made.
01:05 We are now able to actually see the color of the flower when we change the color in
01:08 the selector, and we're going to go ahead and get ourselves four Calla Lilies.
01:13 We're going to order six Irises and we're going to buy some Gerbera Daisies, let's
01:17 get the yellow Gerbera Daisies here, and we'll get four of those.
01:22 Once again, we have a color change. This is very, very nice feedback for customers.
01:27 They're able to see exactly what it is that they are buying.
01:31 They see the color, because we're changing it dynamically.
01:33 And we're going to go ahead and get six White Tulips here.
01:36 So, this is great. I can see the image of the flower, the
01:39 images associated with the name. I can change the color and the quantity
01:43 right here. I even have a running total at the bottom
01:46 of the page. I don't have to go to a second page in
01:49 order to see what my bouquet contains, and what the price of that bouquet is.
01:55 We've been able to reduce the cognitive friction and the memory load on this
01:59 experience by making sure all of the information.
02:04 Using the Gestalt Principle of Proximity, is clearly associated in individual groups.
02:10 Unfortunately, there is one issue remaining with this, and that is if I want
02:14 to review what I have made for my bouquet. I still have to scroll up through the
02:19 page, and I still have to look for the flowers that have a quantity that is not zero.
02:25 I ordered Calla Lilies, but not Sunflowers.
02:27 So, we still do have a little bit of cognitive friction going on here.
02:32 This is something that we may be able to improve.
02:34 But let's go ahead and just add this custom bouquet to our basket.
02:38 Oh, and there we go, once again, the great feedback that says, you've added the
02:42 Rainbow Rose Collection. And you now you've added the
02:45 build-a-bouquet and we have a new running Subtotal.
02:48
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Using Build-a-Bouquet (version 2)
00:00 We're going to take a look at a third version of Build a Bouquet.
00:03 Even though we've already created an improved version, there were still a few
00:07 little issues that we wanted to try to address.
00:10 So let's take a look at how we've been able to reduce the cognitive friction even more.
00:15 So here we are, Build a Bouquet number three.
00:17 This is going to be a different way of interacting with the information.
00:21 So, we know that we like the Calla Lilies, so I'm going to select those, I like
00:25 Irises, I like Gerbera Daisies. We know we like the Lilies and we like the Tulips.
00:32 Notice what we've done here now is I have this array of flowers.
00:36 Choose the flowers for your bouquet, step number one.
00:39 And as soon as I click on a flower it reduces that image size, and it shows me a checkmark.
00:44 This is great feedback. It says you have selected this flower, but
00:47 it does more than that. It also creates a running list of all of
00:51 the flowers that I have placed in my custom bouquet, so now we've reduced that
00:55 cognitive friction. We've been able to say, these are the
01:00 flowers that you've selected. We're using multiple signals here as well.
01:05 On the right-hand side, we have our list of flowers.
01:08 And on the left-hand side, we have check marks and resized images that say, this
01:13 flower has been selected. We're also taking advantage of a method
01:18 called Direct Manipulation. Direct manipulation is when we allow
01:22 people to interact directly with interface objects, such as clicking the flower and
01:27 having it appear in the list. Or dragging and dropping photos from our
01:32 list into an album. We do this rather than interacting
01:36 indirectly which has happened in the previous Build a Bouquet functionality.
01:41 This is when we perform an action in one place such as choosing a flower that
01:45 causes it to get listed in another place or to appear on a second page.
01:51 So with Direct Manipulation, people feel like they are selecting the information directly.
01:57 Not like they are clicking in one place to make an action appear somewhere else.
02:02 So, direct manipulation is making this a much easier way for us to build our bouquet.
02:07 And we've got a compiled list now that is much, much easier for us to understand
02:11 these are the flowers I've selected. So, let's go ahead and we'll modify our bouquet.
02:17 Notice we also have instantaneous recognition of the changes.
02:22 So I changed color from Blush to Purple, and it swapped out the image, showed me
02:27 right away. I put in four, but let's say I want six of
02:31 these and my price instantly changes. So I know I wanted four of those let's go
02:36 ahead and get these. We're going to get six of the Irises.
02:40 We're go ahead, let's just get four of the Gerbera Daisies, but I think we like the
02:43 yellow of those. These Lilies, let's go ahead and get four
02:46 of those. And then for the tulips, let's go ahead
02:49 and get six, and I think we like the White on those.
02:53 Now let's just quickly review the page here, so that we see what other flowers if
02:56 there's anything else we wanted to add. And, hey, look, something else that you'll
03:02 notice is that this step number two, Select Color and Quantity, actually locked
03:05 up to the top of the screen. So that I am able to scroll through all of
03:10 the flowers that are available to me. While I see my current bouquet, and it
03:15 remains visible on screen, we've reduced the cognitive friction in the memory load again.
03:21 We don't have to remember which flowers have already been selected.
03:26 They're shown to us right there on the side of the screen.
03:28 And the design makes sure that they are always visible even when I am scrolling
03:33 the main list of flowers. So that's a very nice technique to use,
03:37 and it is doing the work for the person. Remember, we're making the person efficient.
03:44 So let's go ahead and add this bouquet to our basket now, and there we go.
03:49 My flowers are in the basket, my original Rainbow Rose Collection, my custom
03:53 Build-a-Bouquet, and once again, my running Subtotal.
03:58
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Optimizing interaction designs
00:00 In the Interaction Design Fundamentals course, we discuss the three types of models.
00:05 The first is a Mental Model and this the way a person thinks that something should work.
00:10 This is the expectation and the experience that they bring with them.
00:14 I have an idea about how it should work to build a custom bouquet.
00:20 The Conceptual Model is the way the design and development team approaches the functionality.
00:26 In other words, how they design it to work.
00:29 How is this actually going to happen in the interface, and then the System Model
00:33 is the way it actually works we could say under the hood.
00:37 This is behind the scenes, the data model, the JavaScript, the functionality, whether
00:41 or not things are updating in real time. Is it one step or two steps?
00:45 Remember now, the Mental Model is what the customer or the visitor brings to the
00:49 site, the Conceptual Model is how it was designed to work, and the System Model is
00:53 how it works technically behind the scenes.
00:57 We don't want people to be exposed to the System Model especially, if it's confusing.
01:04 We want to make sure that we are designing for the way that people think something
01:08 should work. That way it feels simple, easy, and intuitive.
01:13 So, with Mental Models in mind, let's take a look at the three sites and compare the
01:17 changes that we made. The Mental Model coming into
01:21 Build-a-Bouquet is that I am going to see an array of flowers, which I do.
01:26 I'm going to be able to choose the ones that I want, which I can.
01:30 The number that I want, which I can, and the color that I want.
01:33 So, it works in the sense that it's doing the things that people think it should do,
01:37 but it's not doing it in the most efficient way possible, and in fact, this
01:41 may not be the way they expect it to work. The functionality is here, we see the
01:48 System Model behind the scenes The Conceptual Model is pick the flower
01:52 quantity and pick the flower color. But it just doesn't quite match the Mental Model.
01:58 Remember when we talked about the Gestalt principles of proximity and similarity, we
02:02 just don't have the information grouped the right way.
02:06 So, we made some improvements to the site. We regrouped the information, so that
02:11 people can say, this is the flower that I want.
02:14 We made it much easier for them to understand exactly what they were selecting.
02:18 We are closer to the Mental Model here. I want this flower.
02:22 I want this color. I want this quantity.
02:24 And at the bottom of the page, we're showing them a flower total, and a total price.
02:29 This is definitely closer to the Mental Model, but there was still that one problem.
02:33 If I'm building a custom bouquet in person, I'm probably walking along and I'm
02:37 literally picking up the flowers that I want and putting them together in bunch in
02:42 my hand. I see the flowers that I have selected together.
02:47 That's the mental model, so we made a third version of build a bouquet where we
02:52 tried to create that type of an experience.
02:56 Here are all of the flowers you can include in your bouquet, here are the
03:00 flowers you have included in your bouquet. And this version now using Gestalt
03:06 proximity and the similarity and using Mental Models of I have gathered these
03:10 flowers into a bunch. We now have an experience that is much
03:15 closer to what people would expect. Now, all three of these versions of Build
03:20 a Bouquet were functional. You could build and purchase a bouquet in
03:24 any one of them. And there were some design decisions that
03:28 we had to make along the way. There were some trade-offs.
03:32 This particular version of Build A Bouquet, has very, very strong
03:36 associations between the imagery, the name, the color and the quantity.
03:41 And there's only one instance of it on the screen.
03:44 So, that's very, very clean. This version has flowers where you can
03:48 select and flowers you have selected. But there are two pictures of Calla
03:52 Lilies, two names of Calla Lilies and two different prices here.
03:58 This still works because these are clearly the flowers I have selected.
04:02 But we made a trade-off. We decided that showing this information
04:06 together was more valuable than having duplicate information on the screen.
04:12 These are design decisions that we have to make all the time.
04:16 The customer scenario, understanding the context, and understanding the interaction
04:20 design principles, all help us understand what are the benefits and what are the
04:24 potential weaknesses in different design decisions.
04:29
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6. Cart and Checkout
Working with design patterns
00:00 So here we are on the original Hansel and Petal website, and we've created, with a
00:04 little bit of difficulty, a Custom Bouquet, and we've added it to our Cart.
00:09 At least we have the indicator up here. Let's go ahead to the Cart page and make
00:12 sure that everything is there. Yes, we've got our Rainbow Rose
00:16 Collection, and yes, we've got our Custom Bouquet.
00:19 Now, you may notice that this cart is just the minimal amount of information.
00:25 Well, everything that we need is here, but it's not quite what people expect to be here.
00:31 Remember we have mental models and prior experience things like I would like to see
00:35 an image of the product that I purchased here.
00:39 I'd also like maybe a little bit more information, such as what are the shipping
00:43 fees, or might I pay tax? And, from this Shopping Basket page how do
00:48 I go back to shopping? Is it just up to me to navigate, or can I
00:52 return to the previous product, or can I edit my custom bouquet?
00:57 Things like that, that may be part of people's expectations are not present.
01:02 One of the things that can help us make better design decisions are Design patterns.
01:08 Design patterns are optimal solutions to recurring problems.
01:12 In other words we do it the same way whenever we face the same problem, and a
01:16 shopping cart is a great example of a design pattern.
01:21 There are things that people expect to be there.
01:23 Conventions and standards and guidelines have been written for how to make a more
01:27 effective Shopping Cart. So, we could go and look at Design
01:31 Patterns for what is a good shopping cart experience.
01:35 What information and functionality needs to be here.
01:39 But we have to be careful when were using Design patterns, because, there are two
01:42 other types that we may encounter. One of them is an Anti-pattern.
01:46 These are commonly reinvented or reused patterns, but they're not optimal solutions.
01:53 In fact, they may be inefficient or may even lead people to make errors.
01:58 The problem with an anti-pattern is, we've just copied it from somewhere else without
02:01 really thinking about whether or not it's a good solution.
02:05 So don't just copy what you see somewhere else, you need to think about, is this an
02:09 appropriate solution for the problem that I am facing?
02:14 And then a third type of pattern is a Dark pattern.
02:17 Now these are malicious designs, and I know you're not doing dark patterns in
02:20 your designs. But we encounter them as we are surfing
02:24 the web, because they're designed to intentionally mislead people.
02:29 And getting them to do things they wouldn't have chosen to do otherwise.
02:33 So we want to avoid the dark patterns. We can reduce the probability that we
02:38 include anti-patterns by really thinking critically about whether or not this is
02:42 the best solution. And then we can leverage the good design
02:46 patterns by finding existing solutions to problems that we are facing.
02:52 So we could make a better shopping cart by following more of these standards and
02:56 conventions and design patterns for good shopping carts.
03:00 Let's take a look at how we did that on the Hansel and Petal improved site.
03:05 So now here we are, we've built our custom bouquet.
03:08 I know I've added it to my cart because my information is right up there in the header.
03:12 I see it in the little mini cart and now, I can go ahead and view the basket.
03:17 Now, this is closer to what we would expect to find in a shopping basket.
03:22 And image of the product, the ability to modify my cart, I've got a Subtotal,
03:25 whether or not there's sales tax. If there's shipping and handling fees,
03:31 even the ability to apply a Coupon Code. This looks like a Design pattern that is
03:36 for an effective shopping cart.
03:39
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Improving form structure
00:00 We've confirmed that all of our boquets are in our shopping basket, the mixed rose
00:04 collection and our custom boquet. Let's go ahead and proceed to check out, I
00:09 know that these are the items that I want to purchase.
00:13 And so we move forward. Now, checkout is one of the most common
00:16 form experiences that people have online. And so it's really easy for us to talk
00:21 about form structure by looking at a checkout process, because we've already
00:24 got expectations and mental models for how this should work.
00:29 Let's briefly talk about good form field practices first.
00:33 There is a tremendous amount of information available to tell us how to
00:37 create better forms on web applications and on websites.
00:41 So this is going to be just a really quick overview.
00:45 We did talk in more detail about form structure in the Interaction Design
00:48 Fundamentals course, and there are many, many resources available online.
00:53 As well as books that help you understand how to do this more effectively.
00:57 But first we always want to make sure that we are using this correctly for the data collected.
01:02 Remember we don't want to make people work too hard entering the information that is
01:06 necessary to complete some task. We want to make sure that we are using
01:10 descriptive labels and that they are near the associated form field.
01:15 People have to know what type of information is being requested.
01:19 We want to make sure that we are placing the form fields in a logical and
01:22 meaningful sequence. In other words, we're asking for
01:25 information in the ordered people are accustomed to giving it.
01:29 We don't typically ask for a last name before first name, State before City or
01:32 the last four digits of your phone number before the area code.
01:37 So just make sure that the sequence is correct.
01:40 Also we can use structured inputs to help us reduce formatting errors.
01:44 If complex data entry is necessary, then we can help people make sure that the
01:48 format is accurate and the information is complete.
01:53 We also want to indicate what's required and what's optional.
01:56 There is no need for people to enter information that is not really necessary
02:00 for them to complete there task. And remember, never ask for more
02:05 information than is absolutely necessary typing is effort.
02:10 And so we don't need to ask for information that is not necessary for the
02:14 task people are trying to complete. So what are some of the issues with the
02:19 original Hansel and petal website? Check out.
02:23 Well, first off, the labels are okay. They could be more clear.
02:27 We have to assume first name, last name, and 2 address lines That's okay.
02:32 We're hoping that we're asking for zip code first because maybe we'll be smart
02:36 and be able to use zip code as a look up and then pre-populate city and state.
02:42 But you'll also notice that all of these form fields are exactly the same width.
02:47 They look like they're going to take the same amount of information.
02:51 A good general rule is create your form field at a size that indicates how much
02:56 information may be entered into it. So address lines tend to be longer than
03:02 name fields because we tend to have more characters in our addresses.
03:08 And zip code is only 5 digits. So we don't have to have a field that
03:12 could hold 20 or 30 digits. So, we could actually provide some
03:17 additional cues to people by changing the size of the fields.
03:21 We also have shipping method over here. And you'll notice we're just showing grand total.
03:26 Well, as a design pattern this is not very good.
03:30 The grand total, $89.95, when people are checking out, they expect to see a list of
03:34 the things that they have purchased. Not just a total of their costs.
03:40 And we've already encountered this problem once before on this site, we're using the
03:43 wrong form filled type for the information.
03:46 So FedEx two day service. Well one I don't know how much that's
03:50 going to cost but it also appears that I could choose all four of these shipping methods.
03:55 Now clearly I don't want to pay for all four.
03:58 This makes people think a little bit harder, and work harder, to say oh, this
04:01 is the one that I want, and uncheck the others that I don't want.
04:06 And then, oh, unfortunately, we still have this problem of, if I have a coupon code,
04:10 and I can get a discount, as soon as I give this field focus, I have to manually
04:13 remove all of the text Input is in there. So, once again, we're really making people
04:20 work for this information, and to complete this form field.
04:24 So let's see what we can do to actually improve this.
04:28 If we jump over to the improved Hansel and Petal site.
04:32 Once again, here's our shopping basket with our items.
04:35 We've got the better information in summary, and we move forward to checkout.
04:40 Okay, now you'll see there are several things going on here that are better.
04:44 First, we have included some additional status and progress information.
04:49 I now know exactly how many steps its going to take for me to get through the
04:52 checkout process, and I know that I am on the first one.
04:57 We've improved the label names so that I do know that it's first name, last name,
05:00 and address line. Now this might seem like a minor change,
05:04 but we also need to be thinking about accessibility and whether or not there are
05:08 disabled people using this website. And if they're using a screen reader,
05:14 first, last, address, address, doesn't make as much sense.
05:18 But first name, last name, address line one, and address line two, does.
05:23 So, even minor changes in content can improve the usability.
05:28 We're using variable width fields here, so that we can say, zip code is a small
05:32 amount of data. Address is a larger amount of data and
05:36 first name is an average or medium amount of data.
05:40 We've also got optional indicators. I don't have to have a second address line.
05:45 I don't have to include a gift message. We've also moved our shipping methods to
05:49 be in line with all of the other form fields.
05:52 In other words, everything that I have to choose is grouped together, the Gestalt
05:56 Principle of Proximity, so that I do all of my work in one space.
06:01 I've also included pricing, so that I know, exactly how much each one of these
06:05 methods will cost, and, I can only choose, one.
06:10 Finally we have a much improved summary over here.
06:13 The items that I am buying, an itemized list of my pricing, and even the ability
06:17 to put in a coupon or promo code without having to delete all of the information
06:22 that was already there.
06:25
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Using structured inputs
00:00 So I've gone ahead and entered some of my information to place this order.
00:04 There's just a few pieces of information left to add to this.
00:08 I need to specify my state. This is a really common drop-down
00:11 selector, so I can just say California. I'm sending these to myself because I'm
00:16 going to give them as gifts. That's our scenario, remember?
00:19 And so I want the date. Hmm, when can I get this?
00:23 It says only available Monday through Friday.
00:26 Now, I need to actually go find a calendar somewhere else and look up a date that I
00:30 might want to get delivery for. Let's see.
00:34 Why don't we just guess somewhere around the middle of May, maybe.
00:38 That sounds alright. We'll just take May 15th, 2013.
00:43 Now, you're probably thinking to yourself, how do I know that this is going to be a
00:47 valid date? How do I know that shipping is available
00:51 on this day? Or, how do I know that this is the
00:54 appropriate format in which to enter a date?
00:57 We've all experienced that on the web. We've been entering data into a form, we
01:02 type in what we think is accurate, we hit next and then we get an error message.
01:07 And it says that's not the right format, you need to use this format instead.
01:12 Well, there is something that we can do about that.
01:16 We can use what are called Structured Inputs.
01:19 These reduce input errors by using a Structured Input mechanism that controls
01:23 the type of data, the range of that data, and even the format of the information
01:27 that is being entered. Things such as datepickers and calendar
01:32 widgets, that would have been really helpful to have on this form.
01:36 These work because they only show us dates that will be valid and their going to
01:40 enter the data in the appropriate format. Some other Structured Input methods
01:46 include sliders, they control the range and the increments, so zero to one hundred
01:50 in increments of ten. Drop-down lists such as the state selector.
01:57 There were 50 states in that list and as soon as I open it up all I needed to do is
02:00 find California. And even radio buttons and check boxes and
02:04 be used to control the available options. So, rather than have people type open data
02:10 in any format they want into a text field, We can control the input.
02:16 We can use Structured Inputs to make sure that we're getting the data that we want,
02:20 and this is going to reduce the number of errors or mistakes that they may make.
02:27 So, we're concerned about this date field. Let's go ahead and see how we have
02:31 improved this check-out page. So here we are now on the improved site.
02:36 Once again, I've entered my data. I'm getting ready to make this purchase.
02:40 Here is a Structured Input. This is a drop-down.
02:43 I simply choose California. I can't type in the wrong two letter state code.
02:49 We're using Structured Inputs properly over here.
02:52 We've got radio buttons for the shipping method.
02:54 These are the four choices. I can't add my own, I can't change the
02:57 price, I just choose what I want. But most importantly now, we see a
03:02 completely new delivery date mechanism. When I click to get focus into this field,
03:08 I have a calender widget. I've got a Datepicker that's being shown
03:12 to me now. And this is going to use real date information.
03:18 Once we get this implemented and connected to the real website, we'll be able to do
03:22 things like you can't select Saturday and Sunday.
03:26 As shipping days, it's only available Monday through Friday.
03:29 You won't be able to select dates in the past, because I can't ship you flowers
03:33 yesterday, and you won't be able to select holidays, such as May 27th, Memorial Day,
03:38 because there's no shipping on that day. So, we can restrict the range of data and
03:45 we can specify the format of that data without having to force the customer to
03:49 think about, how do I have to type this and is this a valid piece of information?
03:56
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Handling errors and error messages
00:00 We're back on the first step of the checkout process on the original Hansel
00:03 and Petal website. And we were just talking about the fact
00:07 that this Date selector down at the bottom.
00:10 I have to type in this information, and I just manually typed in May 13, 2013.
00:16 I'm worried that this might not be valid information, it might be a mistake.
00:22 Actually, let's talk about that for a second.
00:25 Let's make a distinction between mistakes and errors.
00:29 Most of the time, when we're talking about Interaction design, we're very worried
00:33 about errors. When something happens that actually stops
00:37 or interferes with the completion of a process, we don't go any further forward.
00:43 Everything comes to a grinding halt. On the other hand, a mistake is an
00:47 incorrect choice or wrong information. It doesn't prevent the process from moving
00:53 forward, but the outcome may not be what I desired.
00:57 Just give you a quick example. If I have say, a $1,000 in a bank account,
01:01 and I'm trying to transfer a $100 to you, if I accidentally type in one $1,000 as
01:06 the transfer, the bank will do that. It was not my intention, it was a mistake,
01:13 but I had enough money in my bank account for that transfer to occur.
01:18 On the other hand, if I have $500 in my bank account and I want to transfer $100
01:23 to you. But I type a $1,000, then an error is
01:27 going to occur because I don't have enough money in the bank account for a $1,000 transaction.
01:35 So the bank will send a message back and say, sorry, we can't do that you don't
01:39 have enough money. So the error stopped the process but a
01:43 mistake went forward and I just had the wrong outcome, it was not what I expected.
01:51 In this particular case, I am not sure if this is a valid date or if this is the
01:55 correct date format but I'm pretty sure that if I don't have a correct, it will
01:59 tell me. So, if we click Next to move forward,
02:04 well, I kind of am still here. But if you notice at the very top of the
02:09 page, something seems to have, yes, we have an error.
02:13 So we've got a couple problems going on here.
02:15 One is that I almost missed that error message.
02:20 It appeared at the top of the page but I made the mistake down here.
02:25 We want the error message to be in a noticeable position.
02:28 You can image that I might not have seen this at all.
02:32 There are some best practices for handling error messages and making sure people see them.
02:39 When an error occurs, we need to tell people what has happened and we need to
02:42 make sure that they notice it. There's a few things for the error
02:47 messages that we need to remember. One, we should use natural language and
02:51 don't blame the person. The error can be corrected, we need to
02:56 describe what went wrong, explain why it went wrong, and recommend how to resolve
03:02 the error. In other words we need to provide assistance.
03:07 We need help people understand what happened, and what they can do about it in
03:11 order to continue moving forward. So, the problems that we have on this
03:16 particular page now, are that the error message, was not immediately visible to me.
03:22 If I hadn't noticed just a slight shift in the content of the page in that little
03:25 peak of yellow, I may not have seen that error message at all.
03:29 It would of been much better to place the error message, right next to the date
03:33 field, so that it was immediately visible to me.
03:38 Or better yet, use the calendar widget, so that I'm only able to select from valid dates.
03:45 But the message that we have in this error message is not clear, Invalid date.
03:51 Does that mean that you can't ship on the 15th?
03:53 Or does that mean that I typed the 15th in, in the wrong format?
03:58 If it's the wrong format and I have to put it in a particular way such as 05152013.
04:05 Well then you should at least show me what the format for the data should be in the
04:11 error message. Or better yet, if I have to type it in in
04:16 a particular format, show me the format that I have to use right next to the form
04:21 field before I even start typing that information in.
04:28 Once again, our best solution would be the calendar widget.
04:31 If I can't use the calendar widget, and there's a required format, show me the
04:35 format right here. So that I understand from the beginning
04:39 how I need to enter that information. That's a situation where we're making
04:43 people work harder than they need to. We should be able to be smart.
04:48 If we're not going to use the calendar widget, allow people to put the date
04:52 information in however they want. And then reformat it however you need it,
04:57 for your database. They can enter the information in multiple
05:01 formats, you simply translate it to the format that you need.
05:04
Collapse this transcript
Conclusion
Comparing the original site to the improved site
00:00 So we made a lot of improvements to the original Hansel and Petal website.
00:04 And before we go it might be helpful to just step back and take a look at the full
00:07 experience of the original website. And compare that to the improvements that
00:12 we made. Now remember at the very beginning, we
00:14 created a customer scenario for ourselves, a husband who needs to buy two bouquets as gifts.
00:19 And that guided our evaluation of the site, and it actually also helped inform
00:23 our design decisions. So, on the original site now, we wanted to
00:28 buy some arrangements. We decided to buy Mixed Roses, and so we
00:32 eventually navigated to the Rose page. We noticed that there was information
00:37 about the designers, and so we were able to learn about the designers who work at
00:40 Hansel and Petal. We were concerned that maybe buying an
00:45 Orchid would not be a good idea, because there was a lot of care involved in Orchids.
00:51 So we decided to build a custom bouquet. And we created a custom bouquet, we added
00:56 it to our cart. We confirmed that these were the items
01:01 that we wanted, and we proceeded into the Checkout process.
01:05 This was a functional experience. This worked, this web site was able to
01:09 make transactions and sell flowers to people.
01:12 But this was not an optimized or an efficient, or even a really good
01:15 interactive experience. So, the changes that we made.
01:20 Do you remember on the homepage we gave people control of the carousel?
01:25 We allowed them to choose which slide they were looking at.
01:28 We used multiple signals, the arrows and the dots can be used to navigate.
01:33 We drew attention with the badges on the bouquet so that people know what is new
01:37 and what is for sale. And we improved the functionality and the
01:42 content in the footer for search engine optimization.
01:45 And for signing up for the newsletter. We also made it much easier to navigate
01:50 through the site. Remember, we originally struggled with
01:53 mouse channels. And we had to keep our mouse in those tiny
01:56 little spaces. But now we're able to see the full array
01:59 of flowers and arrangements that are sold. And we can navigate easily now into the
02:04 Mixed Roses page. We also improved the content on the
02:08 arrangements and on the mixed arrangements pages.
02:12 We gave people control of the carousel, and we implemented infinite scroll.
02:16 So that we don't have to go from page to page to page and remember, where was that
02:19 bouquet that I liked? I think it was on page three, now it's all
02:23 right here in front of us. On the Mixed Roses page, we added
02:28 additional content to help people understand better what they were buying.
02:33 And we added the functionality that allows them to see the alternate colors, so they
02:37 know exactly what they are buying. On the Designers page, we made it easier
02:43 for people to navigate from one designer's story to another, and to see all of the
02:47 images in nice large views. We eliminated pogo-sticking and we used
02:53 layers, much more effectively for the content.
02:57 On the Care Tips page, when we were trying to figure out if we wanted to buy an
03:01 Orchid or not, we used a more readable layout for the content.
03:06 And instead of using the tiny little accordion pane that caused a lot of
03:10 cognitive friction and memory load. We gave people the ability to control how
03:14 much content they were viewing at a time by using collapsible panels.
03:19 Now, we also understood the context of the experience by allowing them to download a
03:23 PDF of the instructions, or even print all of the instructions.
03:28 Because we recognized, people may want to take this information with them.
03:33 On the Build a Bouquet, we made the functionality much closer to what the
03:37 mental model is. What are the flowers that I can choose,
03:41 what are the flowers that I have chosen. And so we were able to much more easily
03:47 create a custom bouquet and add that to our shopping basket.
03:52 And on the Shopping Basket, we were able to improve the information that was
03:56 presented, by including images of the flowers that were to be purchased.
04:01 And including an itemized summary of the costs for this purchase, even the ability
04:05 to add a coupon code. And finally when we entered the checkout
04:10 process, we added status and progress indicators.
04:13 How many steps are there, where am I now, how much more is there to go.
04:18 We improved the order summary information, we made more meaningful form field labels.
04:23 We even changed the size of the form fields, and we added a calender wizard
04:27 using structured inputs. To make sure that people don't try to
04:31 choose a date that we couldn't actually ship their flowers to them.
04:37 So, from start to finish, the Hansel and Petal website is now much more
04:41 interactive, much more effective, and a much more enjoyable experience.
04:48
Collapse this transcript
Reviewing the principles and methods applied
00:00 In this course, we review the five essential principles of Interaction
00:04 Design, Perceivability, Predictability, Feedback, Learnability, and Consistency.
00:09 And we discussed how they form a system in which people have expectations and apply
00:13 their past experiences. We also defined the context of the
00:18 experience, and with the help of a customer scenario.
00:21 We took a closer look at an original website, that was not working well and
00:24 which had some problems. We discussed the weaknesses we found and
00:28 described why the original design and interactions were ineffective.
00:33 Once we identified and understood the problems, we applied the interaction
00:37 design principles and our interaction design skills, to improve that site.
00:42 The end result is a much better user experience.
00:45 Interaction design is more than just creating wire frames and prototypes and
00:49 knowing where to put the buttons. If we understand how people think, what
00:53 they need and expect, how they learn and remember.
00:57 What motivates them, and how they react and feel, then we can identify and deliver
01:01 effective designs and experiences. And remember, interaction design is not
01:06 about the behavior of the interface, it's about the behavior of people.
01:10
Collapse this transcript
Next steps
00:00 Where do we go from here? Well, Interaction Design is a big field
00:03 and shares many methods and much information with other fields.
00:07 Such as Visual Design, User Experience design, User Research, Content Strategy,
00:11 Prototyping, and these others. If you're new to Interaction Design, focus
00:17 on your course skills. Learn more about UX Design, Information
00:20 Design, and Information Architecture, and become proficient with your design tools.
00:25 If you're already working as an Interaction Designer, start to develop
00:28 more advanced skills. And use the Research, Content Strategy,
00:32 Prototyping, and even Coding. As designers, we are obligated to
00:36 understand the medium in which we work. Just as a sculptor needs to understand
00:40 wood or stone in order to carve beautiful statues.
00:44 Interaction Designers need to have at least a basic understanding of HTML, CSS
00:48 and JavaScript. As well as touch, Jesters and mobile
00:52 devices in order to design elegant and effective experiences.
00:56 There are many excellence courses here on Lynda.com to help you learn more and
01:00 improve all of these skills. And there are several professional
01:04 organization and many online resources and communities.
01:07 We live in a world when there is much more than just the web on a laptop.
01:11 Smartphones, tablets, kiosks, our cars, even the appliances in our homes are all
01:16 offering us opportunities to interact with each other.
01:20 With our information and with the machines around us.
01:23 Now, take these essential principles of Interaction Design and put them to good use.
01:30 Go create something awesome.
01:32
Collapse this transcript


Suggested courses to watch next:

Interaction Design Fundamentals (3h 18m)
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