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Basics of visual interface design John Zimmerman HCII and School of Design Carnegie Mellon University November 2008 All slides copyright 2007 Carnegie Mellon University

Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

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Page 1: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

Basics ofvisual interface design

John ZimmermanHCII and School of DesignCarnegie Mellon University

November 2008

All slides copyright 2007 Carnegie Mellon University

Page 2: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

Goals of this session

• Explore issues that pertain to communicationdesign and visual interface design

• Become familiar with the language andterminology of design

• Understand how issues come together toform a larger design process

Page 3: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

Agenda

• What is design?• What is communication design?• Typography and communication design• Color and communication design• Design composition, layout and systems• What is interface design?• Navigation• Graphic systems• Wrap-up

Page 4: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is design?

Page 5: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is design?

Everyone designs who devises courses of action aimed at changingexisting situations into preferred ones.

--Herb Simon

Design is the human power to conceive, plan, and realize productsthat serve human beings in the accomplishment of any individualor collective purpose.

--Richard Buchanan

Page 6: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

Page 7: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

Page 8: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

Page 9: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is interaction design?

Interaction Design is the creation of a dialogue between a personand a product, service or system. This dialogue is usually found inthe world of behavior, and deals with issues such as experience,time, complexity and emotion.

--Jon Kolko

Interaction design is the art of facilitating or instigatinginteractions between humans (or their agents), mediated byproducts.

--Dan Saffer

Page 10: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

Page 11: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

Copyright 2007Jodi Forlizzi Carnegie Mellon University

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Communication design

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is communication design?

Designers work conceptually, combining words,pictures, and other graphic elements to form acommunicative gestalt.

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is communication design?

Designers work with a specific audience inmind, and create an artifact that best suits theneeds of that audience.

Designs connect client/company to the userthrough their experience with the product.

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is communication design?

Phone Book

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is communication design?London Underground

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What is communication design?

Starbucks logo and communication system Logo

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What is communication design?

Napoleon's march

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is communication design?

BMW kidney grill

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Information/communication

Information is knowledge about facts and events

Communication is the transfer of knowledgebetween people.

information(sender)

destination(receiver)

transmitter(encoder)

receiver(decoder)

signal(noise source)

Shannon and Weaver

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

What is the design process?

The design process is a series of events thatbegins when the designer receives anassignment. It continues until a correct solutionis generated and implemented. The designprocess is not linear, but iterative.

problemdefinition

?implementationinformation

gatheringidea

findingsolutionfinding

!

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Problem definition (framing)

Understand and define the problem, includingaudience, project goals and objectives, andconstraint such as time, budget, productionlimitations.

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Information gathering

Fact finding about• end user• client / stakeholders• landscape of competitive products• convention of form• context in which the product will function

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Idea finding

Each design problem has many solutions.

Designers ideate, generating many possiblesolutions, then iterate a single idea to resolveissues.

Generally work by sketching and thenprototyping. They reflect in and on their actions.

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Solution finding

The process of narrowing in on one of the manyideas to execute in a finished form.

Designers use a critique, sharing ideas withother designers for feedback.

It is possible to involve users again at this point,to gain reactions to what might be, but this israre in most communication design given thetight deadlines and strong conventions.

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Implementation

Presenting the solution, gaining its acceptance,and executing the final product.

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Typographyand communication design

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Typography

Our communication is based on the alphabetand numerals. These are learned systems, whichhave enabled advances in science and literature.

Typography as we know it is an art ofcommunication, measurement and proportion.

With type the focus of communication movedfrom the spoken word to the written word.

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Anatomy of a typeface

A typeface is a set of type families of a unifying anddistinctive design, and a font is one instance of thatfamily :

Taz hair 21 italic , 48 pt face, weight, style, size

The standard measuring unit for type is the point,measured from top of ascender to bottom of descender.

The type designer must mix Roman letters and Arabicnumerals.

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Anatomy of a typeface

There are two kinds of type, serif and sans serif. A type familyconsists of a group of typefaces unified by a similar set ofcharacteristics.

Relationships between type and the space around it is what makesparagraphs look different: size of x-height, type size, leading, andline length. Two key features of legibility are line length andleading.

Page 32: Basics of visual interface designbam/uicourse/08763fall08/cmuonly/lecture… · Copyright 2007Jodi Forlizzi Carnegie Mellon University What is interaction design? Interaction Design

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Type samples

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

handgloves

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Type “etiquette”

leading is expressed as two numbers: 10/12

tight leading makes bodies of text hard to read

general guidelines: 9 to 11 point type needs 1 to 3points of leading; 12 point type, 2-4 points ofleading; 14 point type, 3-6 points of leading

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Type “etiquette”

line length is the distance between the left and rightmargin of the type

“normal” line length is roughly 10 words< 70 characters

challenges comes from moving the eye from the endon one line to the beginning of the next

more open leading allows for longer lines

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Making decisions about type

Take inventory of text elements you need.

Choose a type family or two to work with. Makesure that each typeface looks good together, andsupports the intended tone of the content.

Find suitable sizes for each of the elements.Create guidelines and maintain them.

Test line length and leading if applicable. Lookat short and long pieces of text.

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Making decisions about type

Use of ALL CAPS or all italic slows reading.

Readers pay attention to contrast amongtypographic elements. Changes in weight (bold,etc.) may be noticed more than changes intypeface.

Reversed type is a strong visual element andshould be used judiciously.

Blank space around paragraphs and betweencolumns of type helps increase legibility.

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Making decisions about type

Portfolio

Portfolio

PortfolioPortfolio

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A word about digital type

Reading text on computer screens is problematic.Many of the same rules of printed text apply, withnew variables :

• Users have to scroll to read long texts

• RSVP presentation is not detrimental toreading speed

• Presenting text on the screen in a way thatmimics reading structure (phrasing) mayincrease performance

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Typographic goals

To remain invisible to the reader

To increase clarity and readability

To subtly indicate voice and tone of speaker

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Colorand communication design

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Color matters!

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Color matters!

The colors we seen in nature are reflections ofthe visible light around us.

• Helps us to distinguish elements

• Creates an emotional response

• Can create semantic meaning andcommunicate information

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Color is difficult

Cultural differences and associations – Kodakyellow, Coke red

Different disciplines deal with color indifferently: physics, psychology, engineering,fine arts and design

Highly subjective and relative – affected bylight, context, environment

Simultaneous contrast – color is affected bywhat color is next to it

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Color is difficult

To make matters worse, print media and digitalmedia use different color models.

The additive model used by screendisplays mixes colors with light(white).

The subtractive model used byprint media and pigment mixescolors with ink (black).

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Color properties

• Hue

• Saturation

• Value

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Hue

Hue refers to the name of the color. One hue canbe varied to produce many colors: for example,pink, rose scarlet, maroon, and crimson are allcolors, but the hue in each case is red.

ROYGBIV are the hue names.

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Saturation

Saturation is sometimes called chroma, orintensity. These terms refer to the brightness ofa color. A color is at full intensity when there isno other pigment present in the color. Mixingblack or white into a color affects its purity andintensity.

A hue is at its full intensity when it is fullysaturated. Adding black or white desaturates thehue.

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Value

Value refers to the lightness or darkness of a hueor color. In pigment, value can be affected byadding white or black paint to the color.

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Color strategies

• Primary/secondary/tertiary• Warm /cool• Monochromatic• Neutrals• Complements/split complements• Analogous/harmonious

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Design composition,layout, and systems

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Copyright 2007Jodi Forlizzi Carnegie Mellon University

Simplicity in composition

People seek order and clarity in communicationand spaces.

They appreciate solutions that solve problems ina clear, economical fashion.

Good communication design is simple.

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Simplicity in composition

The functional and aesthetic benefits of a simpledesign are

Approachable – use immediately

Recognizable – easy to assimilate andremember

Immediate – have a greater impact on theviewer

Usable – prominent, easy to engage with

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How to do it?

Creating a simple and usable design is aboutassessing component parts of a design and therelationship between those parts. Train your eye tolook for these relationships:

• Reduction• Regularization• Scale, contrast and proportion• Harmony• Alignment• Proximity and correspondence• Symmetry and asymmetry

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Reduction

Reinforce the message by removing non-essential elements from the design. Askyourself, is this (rule line, bolding, etc.) needed?Then try to remove it anyways.

Does the design stand up?

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Regularization

Establishing regularrelationships (i.e., apattern) allows theviewer to becomecomfortable with thedesign and move toa higher level ofabstraction.

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Scale, contrast, and proportion

The scale of elementsdetermines where theviewer looks first, andwhat is mostimportant. Large,powerful visualelements must be usedjudiciously,particularly ininterface design.

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Harmony

Harmony describes theeffect, seen at the levelof the whole, of thepleasing interaction ofthe parts.

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Alignment

When forms, their edges, or their central axesalign with one another, relationships andconnections between them are established.

Elementsare Center

Aligned

Elementsare LeftAligned

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Proximity and correspondence

When forms are near to each other, the eyemakes visual groupings of the information.Similar size, shape, color or texture can alsocause groupings.

1 3 21 37 21 3713

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Symmetry and asymmetry

Symmetry is similarity of form or arrangementon either side of a dividing line or plane. Asymmetric organization symbolizes a restivestate, while asymmetry suggests energy. Contentdrives designers’ choices about symmetry.

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Design programs

A design program is a comprehensive system oforganization, utilizing repeated sizes,proportions, and design elements to maintainconsistent functional and aesthetic qualitiesover a series of pages, screens, or artifacts.

Elements such as type sizes, styles, placement ofelements, and colors are used consistently tounify a series of designs.

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Design programs

Design programs are based on grid systems.

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Design programs

Grid systems allow the layout to be codifiedacross a series of pages, displays, etc.

Grid systems are based on columns and rows.

The more columns and rows, the more flexiblethe design.

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Design programs

When a grid system is put to good use, it willcreate a regular and rhythmic design.

Consistent use of a grid, paired with visualelements, will create a consistent “look and feel”in a manual, web site, or GUI.

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Design programs

Why is it good to have a design program?

• Structured: the foundation on which thedesign is built

• Predictable: simplifies the task ofcommunicating information to the user

• Efficient: the basic design work is complete,and the design can be repeated easily

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Creating a design program

Assess your communication goals. Where willthe information be displayed? Who is theaudience? What is the purpose of thecommunication?

Group each item of information into a smallnumber (5-7) of categories according to originor intended use.

Determine the rank or importance of eachgroup. Organize into a smaller number (3-5) ofechelons based on this ranking.

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Creating a design program

Use appropriate variables to establish hierarchy.Large, bold type might be used for the mostimportant information. A systemic location onthe grid might be reserved for pictures.

Use a grid to base your designs on.

Use the squint test to make sure echelons arehanging together as a unit, but with enoughdifference to be visually separated from eachother.

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interface design?What is

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What is interface design?

An interface is the link between a product andits user. It communicates how a product is used,and creates an experience for the people whouse it.

An interface is an aggregate of characteristicsthat a user initially engages with in order tomake use of a product.

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What is interface design?

context of use

form languagefeaturesaesthetic qualitiesusefulness

emotionsvalues

priorexperience

user product

interaction designer

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Communication

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Communication

(Perceptive) Affordance: how does it tell me howto interact with it

Feedforward: what does it tell me it will dobefore I interact with it

Feedback: how does it acknowledge myexpression of intent or an environmental trigger

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What is interface design?

An interface offers the user a story of use. If itmatches how the user thinks, it is easy to use.

If the product is complex, inaccessible,unlearnable, or unfamiliar, the user will not beable to use it.

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What is interface design?

Interface design is the act of conceiving of,planning, and executing a set of productcharacteristics. For example:

• A car’s interface

• The Starbuck’s interface

• A software interface

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Designing an interface system

Use a grid, and establish modular units

Use repeat elements to reinforce structure

Look at the set of information to discerncommonalities from screen to screen

Look for elements that should be visually related

Think about how the user would navigate throughand use the interface

Sketch, iterate, get user feedback, iterate, and refine

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Navigation

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Navigation

Navigation is finding one’s position in a place(an electronic information space). Navigationthrough software occurs at multiple levels:

• among multiple windows, views, or pages• among panes or frames within a window,

view or page• among tools, ,commands, or menus• within

information in one pane (scrolling, panning,zooming, following links)

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Reduce the number of places

Keep the numbers of windows and views to aminimum.

Keep the number of adjacent panes to ~3 (ex:two navigation areas and one content area).

Keep the numbers of controls to as few as usersneed for achieve their goals.

Scrolling should be minimized when possible.

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Provide signposts

Provide points of reference so people can findtheir way around.

Rely on persistent objects (main navigation andcontrols, menu bars, toolbars, palettes).

Don’t forget use of white space and goodtypography.

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Provide overviews

Overviews help to orient the user in content,just like signposts orient people in usingfunctions and controls.

• Breadcrumbs

• Annotated scrollbars

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Map controls to functions

Mapping describes the relationship between acontrol, the thing it affects, and the intendedresult.

Physical mapping (stove burners and controls)

Logical mapping (numerical, alphabetical,hierarchical, etc.)

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Basics ofvisual interface design

John ZimmermanHCII and School of DesignCarnegie Mellon University

November 2008

All slides copyright 2007 Carnegie Mellon University

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Resources

General Design and Typography

• Carter, Rob, Meggs, Philip B., and Day, Ben. TypographicDesign: Form and Communication.

• Meggs, Philip B. Type and Image: The Language of GraphicDesign.

• Tufte, Edward. Envisioning Information.

• Tufte, Edward. The Visual Display of Quantitative Information.

Typography and Layout

• Schriver, Karen A. Dynamic Document Design: Creating Text forReaders

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Resources

Color

• Albers, Josef. Interaction of Color.

• Itten, Johannes and Birren, Faber. The Elements of Color.

Visual Interface Design

• Mullet, Kevin and Sano, Darryl. Designing Visual Interfaces.

• Cooper, Reimann, and Cronin. About Face 3.

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ResourcesWeb sites

General Design

Mundi Designhttp://www.mundidesign.com/

Typography

Studiomotivhttp://www.studiomotiv.com/counterspace/

Color

Color research at Brown University:http://www.cs.brown.edu/exploratory/

Web color

http://www.lynda.com/