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chapter 7

design rules
design rules
Designing for maximum usability
– the goal of interaction design
• Principles of usability
– general understanding

• Standards and guidelines
– direction for design

• Design patterns
– capture and reuse design knowledge
types of design rules

• standards
– specific design rules
– high authority
– limited application

• guidelines
– lower authority
– more general application

increasing generality

– abstract design rules
– low authority
– high generality

increasing generality

• principles

Guidelines

S tandards

increasing authority
increasing authority
Principles to support usability
Learnability
the ease with which new users can begin effective
interaction and achieve maximal performance

Flexibility
the multiplicity of ways the user and system exchange
information

Robustness
the level of support provided the user in determining
successful achievement and assessment of goaldirected behaviour
Principles of learnability
Predictability
– determining effect of future actions based on
past interaction history
– operation visibility

Synthesizability
– assessing the effect of past actions
– immediate vs. eventual honesty
Principles of learnability (ctd)
Familiarity
– how prior knowledge applies to new system
– guessability; affordance

Generalizability
– extending specific interaction knowledge to new
situations

Consistency
– likeness in input/output behaviour arising from similar
situations or task objectives
Principles of flexibility
Dialogue initiative
– freedom from system imposed constraints on input
dialogue
– system vs. user pre-emptiveness

Multithreading
– ability of system to support user interaction for more
than one task at a time
– concurrent vs. interleaving; multimodality

Task migratability
– passing responsibility for task execution between user
and system
Principles of flexibility (ctd)
Substitutivity
– allowing equivalent values of input and
output to be substituted for each other
– representation multiplicity; equal opportunity

Customizability
– modifiability of the user interface by user
(adaptability) or system (adaptivity)
Principles of robustness
Observability
– ability of user to evaluate the internal state of the
system from its perceivable representation
– browsability; defaults; reachability; persistence;
operation visibility

Recoverability
– ability of user to take corrective action once an error
has been recognized
– reachability; forward/backward recovery;
commensurate effort
Principles of robustness (ctd)
Responsiveness
– how the user perceives the rate of
communication with the system
– Stability

Task conformance
– degree to which system services support all
of the user's tasks
– task completeness; task adequacy
increasing generality

Design rules
• suggest how to increase usability
• differ in generality and authority

increasing generality

Using design rules
G uide line s

S ta nda rds

increasing authority
increasing authority
Standards
• set by national or international bodies to
ensure compliance by a large community of
designers standards require sound underlying
theory and slowly changing technology
• hardware standards more common than
software high authority and low level of detail
• ISO 9241 defines usability as effectiveness,
efficiency and satisfaction with which users
accomplish tasks
Guidelines
• more suggestive and general
• many textbooks and reports full of guidelines
• abstract guidelines (principles) applicable
during early life cycle activities
• detailed guidelines (style guides) applicable
during later life cycle activities
• understanding justification for guidelines aids
in resolving conflicts
Golden rules and heuristics
•
•
•
•

“Broad brush” design rules
Useful check list for good design
Better design using these than using nothing!
Different collections e.g.
– Nielsen’s 10 Heuristics (see Chapter 9)
– Shneiderman’s 8 Golden Rules
– Norman’s 7 Principles
Shneiderman’s 8 Golden Rules
1.
2.
3.
4.
5.

Strive for consistency
Enable frequent users to use shortcuts
Offer informative feedback
Design dialogs to yield closure
Offer error prevention and simple error
handling
6. Permit easy reversal of actions
7. Support internal locus of control
8. Reduce short-term memory load
Norman’s 7 Principles
1. Use both knowledge in the world and
knowledge in the head.
2. Simplify the structure of tasks.
3. Make things visible: bridge the gulfs of
Execution and Evaluation.
4. Get the mappings right.
5. Exploit the power of constraints, both natural
and artificial.
6. Design for error.
7. When all else fails, standardize.
HCI design patterns
• An approach to reusing knowledge about
successful design solutions
• Originated in architecture: Alexander
• A pattern is an invariant solution to a recurrent
problem within a specific context.
• Examples
– Light on Two Sides of Every Room (architecture)
– Go back to a safe place (HCI)

• Patterns do not exist in isolation but are linked
to other patterns in languages which enable
complete designs to be generated
HCI design patterns (cont.)
• Characteristics of patterns
– capture design practice not theory
– capture the essential common properties of good examples
of design
– represent design knowledge at varying levels: social,
organisational, conceptual, detailed
– embody values and can express what is humane in
interface design
– are intuitive and readable and can therefore be used for
communication between all stakeholders
– a pattern language should be generative and assist in the
development of complete designs.
Summary
Principles for usability
– repeatable design for usability relies on maximizing
benefit of one good design by abstracting out the
general properties which can direct purposeful
design
– The success of designing for usability requires both
creative insight (new paradigms) and purposeful
principled practice

Using design rules
– standards and guidelines to direct design activity

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E3 chap-07

  • 2. design rules Designing for maximum usability – the goal of interaction design • Principles of usability – general understanding • Standards and guidelines – direction for design • Design patterns – capture and reuse design knowledge
  • 3. types of design rules • standards – specific design rules – high authority – limited application • guidelines – lower authority – more general application increasing generality – abstract design rules – low authority – high generality increasing generality • principles Guidelines S tandards increasing authority increasing authority
  • 4. Principles to support usability Learnability the ease with which new users can begin effective interaction and achieve maximal performance Flexibility the multiplicity of ways the user and system exchange information Robustness the level of support provided the user in determining successful achievement and assessment of goaldirected behaviour
  • 5. Principles of learnability Predictability – determining effect of future actions based on past interaction history – operation visibility Synthesizability – assessing the effect of past actions – immediate vs. eventual honesty
  • 6. Principles of learnability (ctd) Familiarity – how prior knowledge applies to new system – guessability; affordance Generalizability – extending specific interaction knowledge to new situations Consistency – likeness in input/output behaviour arising from similar situations or task objectives
  • 7. Principles of flexibility Dialogue initiative – freedom from system imposed constraints on input dialogue – system vs. user pre-emptiveness Multithreading – ability of system to support user interaction for more than one task at a time – concurrent vs. interleaving; multimodality Task migratability – passing responsibility for task execution between user and system
  • 8. Principles of flexibility (ctd) Substitutivity – allowing equivalent values of input and output to be substituted for each other – representation multiplicity; equal opportunity Customizability – modifiability of the user interface by user (adaptability) or system (adaptivity)
  • 9. Principles of robustness Observability – ability of user to evaluate the internal state of the system from its perceivable representation – browsability; defaults; reachability; persistence; operation visibility Recoverability – ability of user to take corrective action once an error has been recognized – reachability; forward/backward recovery; commensurate effort
  • 10. Principles of robustness (ctd) Responsiveness – how the user perceives the rate of communication with the system – Stability Task conformance – degree to which system services support all of the user's tasks – task completeness; task adequacy
  • 11. increasing generality Design rules • suggest how to increase usability • differ in generality and authority increasing generality Using design rules G uide line s S ta nda rds increasing authority increasing authority
  • 12. Standards • set by national or international bodies to ensure compliance by a large community of designers standards require sound underlying theory and slowly changing technology • hardware standards more common than software high authority and low level of detail • ISO 9241 defines usability as effectiveness, efficiency and satisfaction with which users accomplish tasks
  • 13. Guidelines • more suggestive and general • many textbooks and reports full of guidelines • abstract guidelines (principles) applicable during early life cycle activities • detailed guidelines (style guides) applicable during later life cycle activities • understanding justification for guidelines aids in resolving conflicts
  • 14. Golden rules and heuristics • • • • “Broad brush” design rules Useful check list for good design Better design using these than using nothing! Different collections e.g. – Nielsen’s 10 Heuristics (see Chapter 9) – Shneiderman’s 8 Golden Rules – Norman’s 7 Principles
  • 15. Shneiderman’s 8 Golden Rules 1. 2. 3. 4. 5. Strive for consistency Enable frequent users to use shortcuts Offer informative feedback Design dialogs to yield closure Offer error prevention and simple error handling 6. Permit easy reversal of actions 7. Support internal locus of control 8. Reduce short-term memory load
  • 16. Norman’s 7 Principles 1. Use both knowledge in the world and knowledge in the head. 2. Simplify the structure of tasks. 3. Make things visible: bridge the gulfs of Execution and Evaluation. 4. Get the mappings right. 5. Exploit the power of constraints, both natural and artificial. 6. Design for error. 7. When all else fails, standardize.
  • 17. HCI design patterns • An approach to reusing knowledge about successful design solutions • Originated in architecture: Alexander • A pattern is an invariant solution to a recurrent problem within a specific context. • Examples – Light on Two Sides of Every Room (architecture) – Go back to a safe place (HCI) • Patterns do not exist in isolation but are linked to other patterns in languages which enable complete designs to be generated
  • 18. HCI design patterns (cont.) • Characteristics of patterns – capture design practice not theory – capture the essential common properties of good examples of design – represent design knowledge at varying levels: social, organisational, conceptual, detailed – embody values and can express what is humane in interface design – are intuitive and readable and can therefore be used for communication between all stakeholders – a pattern language should be generative and assist in the development of complete designs.
  • 19. Summary Principles for usability – repeatable design for usability relies on maximizing benefit of one good design by abstracting out the general properties which can direct purposeful design – The success of designing for usability requires both creative insight (new paradigms) and purposeful principled practice Using design rules – standards and guidelines to direct design activity