Interaction Design Interaction Design - Joan Cahill - Visio Interaction Design: Visio

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  • Interaction Design: Visio

    Interaction Design

  • About MS VisioMS Visio is a tool that allows you map user workflows, website sitemaps, website pages, software screens, forms, charts, database models etc

    Interaction Design

  • Launching VisioClick the Start buttonPoint to ProgramsClick Microsoft Visio

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  • Open a new drawing file without basing it on a templateOn the File menu, point to New, and then click New DrawingAn unscaled drawing page opens without stencils

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  • Drawing ShapesSelect either rectangle or ellipse toolsMove cursor to drawing pageDraw shapeSelected shape is displayed

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  • Selecting a ShapeSelect Pointer ToolSelect ShapeOutline appears on shape..You can now format the shape etc..

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  • Formatting ShapesSelect shapeRight click on mouse and select Format View Format menu and select option

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  • Changing ColourSelect shapeRight click on mouse and select Format Select Fill and choose optionsAlternatively, select fill shortcut from menu bar

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  • Changing Outline StyleSelect shapeRight click on mouse and select Format Select Line and choose options

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  • Adding Text to ShapeSelect shapeDouble click on shape and write text

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  • Inserting TextSelect Text toolDraw text boxWrite Text

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  • Moving ShapeSelect shapeMove shape around using up and down keys on keypad or by dragging

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  • Drawing LinesSelect Line Tool type from tool barOptions include Line tool, Arc Tool, Freeform Tool & Pencil Tool - To draw a straight line, use Line Tool - To draw curved line, select Arc Tool

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  • Drawing Straight LinesSelect Line ToolMove cursor to page and draw line in specific directionLine appear on pageNow you can format your line e.g. change style, colour etc

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  • Drawing Types & TemplatesMS provides a range of drawing types For example Block Diagram, Building Plans, Database, Electrical Engineering, Flowcharts, Forms and Charts, Map, Mechanical Engineering, Network, Organization Chart, Process Engineering, Project Schedule, Software, Web DiagramEach drawing type contains a range of templates

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  • TemplatesA template includes everything you need to create a drawing, from the drawing page to shapes and stylesUsing a template ensures consistency across your drawing files, so you can focus on what goes on the page while the template provides a consistent starting pointBut you dont have to use templates, you can create drawings from scratch

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  • TemplatesWhen you start a drawing based on a template, a Microsoft Visio file opens that contains the following:One or more stencils containing related shapes.A blank drawing page that has a grid and measurement system appropriate for the type of drawing you are creating.For scaled drawing types, a drawing page set up with the correct scale and page size.Styles for text, lines, and fills appropriate to the type of drawing you are creating.

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  • Create a new drawing based on a template

    Click the Start button, point to Programs, and then click Microsoft VisioOn the File menu, point to New, and then click Choose Drawing TypeIn the Category list, click the category of drawing you want to createUnder Template, click the specific type of drawing you want to create

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  • Templates of Interest to UsYou can use a number of templates, if wishBrowse through templates in the following drawing types: - Software e.g. Windows User Interface - Web Diagram - Workflow

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  • Sample DrawingsVisio provides sample drawings for each drawing typeOn the File menu, point to New, and then click Browse Sample Drawings.Locate the drawing you want to open, and then double-click the name of the drawing

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  • Open existing drawing files

    On the File menu, click OpenIn the Look In list, open the folder that contains the file or files you want to openTo open a single drawing file, select it.To open multiple drawing files, press CTRL and then click the files you want to open.Click Open

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  • About stencils and masters

    When you start a new drawing by opening a template, one or more task-related stencils open next to the drawing pageStencils store masters, which you can drag onto a page to add shapes to your drawingTo find masters that do not appear on an open stencil, open additional stencils

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  • Open additional stencils

    On the File menu, point to Stencils, and then click Open StencilDouble-click the solution folder that contains the stencil or stencils you want to openTo open a single stencil, select itTo open multiple stencils, press CTRL and click the stencils you want to openClick Open

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  • Close a stencil

    Right-click the stencil title barClick Close

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  • Change how shapes are displayed on a stencilRight-click a stencil title bar, and then do one of the followingTo display icons and names, click Icons and NamesTo display icons only, click Icons OnlyTo display shape names only, click Names OnlyTo display icons, names, and shape descriptions, click Icons and Details

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  • About Microsoft Visio drawing file summary properties

    You can assign summary properties, such as title, subject, author, and description, to Microsoft Visio drawing files to help you and other users search for and identify the filesFor example, if you create a file and enter "Company Picnic" for the subject, you can later locate the file by searching for that termAfter you save a file for the first time, the Drawing Properties dialog box appears by default

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  • About Microsoft Visio drawing file summary propertiesOn the Summary tab, you can type the title, subject, author, the author's manager, and a company name. You also can assign a category and keywords and describe the file, and you can specify whether to save a preview of the first page of the drawing file or of all pages in the file

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  • Saving Your WorkAs you work on a drawing, save the drawing file frequentlyWhen you change a stencil or template, save these files tooHow you save a Microsoft Visio drawing file (*.vsd) or XML drawing file (*.vdx) affects what happens the next time you open it

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  • Saving Your WorkThe first time you save a file, you are prompted to save property information e.g. author, title etcIf you enter this information, it appears in the Open Dialog box, to help you identify the fileYou can save a drawing as a template (*.vst), an XML template (*.vtx), that you can use as a model for other drawingsTo prevent someone from editing your drawing, you can save it as read-only

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  • Save a drawing file for the first time

    On the File menu, click Save AsIn the Save in list, open the folder in which you want to save the fileIn the File name box, type a name for the drawing file, and then click SaveOn the Summary tab of the Drawing Properties dialog box, enter any information you want to associate with the file, and then click OK

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  • About shapes and drawings saved in .jpg, .gif, or .png format

    You can save a Microsoft Visio drawing in one of the following graphic formats .jpg (Joint Photographic Experts Group).gif (Graphics Interchange Format) .png (Portable Network Graphic)These are all formats that you can distribute over the Internet or your intranetVirtually all Web browsers support the .jpg and .gif formats

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  • About ShapesThe term shape refers to anything on a drawing page:Shapes drawn with the drawing toolsShapes dragged from stencilsConnector lines connecting shapesBlocks of textObjects from other programs that are imported, embedded, or linkedGuides

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  • Shapes and FormattingYou cannot apply all types of formatting to all shapesFor example, you cannot apply a fill format to lines, text blocks, and embedded objects, and you cannot apply a line format to text blocks A shape's appearance is determined by the formatting applied to that shapeFormatting consists of many individual settings, separated into three groups: fill, line, and text

    Interaction Design

  • Styles & ShapesYou can assign a style to a shape as a way to determine the shape's formattingWhen you assign the same style to many shapes, those shapes share common, standardized formatting

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  • Styles, Templates & ShapesYou can assign more than one style to a single shapeYou can assign a different style for fill, line, and text to a shapeWhen you change styles, you change all the shapes that use that styleFor this reason, changing styles is an efficient way to globally change the look of the shapes in your drawing

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  • Local FormattingYou can make custom changes to any aspect of a shape's formattingThese changes become part of that shape, overriding the formatting defined by its assigned stylesThis process is called local formatting

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  • Local FormattingWhen you apply a style to a shape, you can do one of the following:Preserve any local formatting in the shapeRemove all local formatting and force the shape to use only the style's formatting

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  • Local FormattingFor example:If a computer shape in a network diagram has the Net-Normal style assigned, you can change the shape's text from normal to italicIf a process shape in a flowchart has the Flow-Normal style assigned, you can change the fill color of the shape from white to blue

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  • Default StylesYou can define default fill, line, and text styles for your drawingWhen you use a drawing tool to draw a new shape, the new shape is assigned the default styles

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  • Default StylesHowever, if no shapes on a drawing page are selected and you change any formatting, the new formatting is applied to all new shapes you draw until you reapply the original settingFor example, if you click the Bold button, all shapes you subsequently draw will have bold text until you turn bold off

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  • Related shapes often have the same formattingFormatting for shapes you drag from stencils is defined by styles that you can editFrequently, the same styles are applied to all related shapes on a stencilTherefore, you can change the formatting for all the shapes in a drawing at once by editing the styles

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  • UndoIf you make formatting changes to a shape and then decide you prefer the previous formatting, undo your formatting immediatelyOr, you can revert to the styles associated with the shape's master

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  • TemplatesWhen you know that you'll be creating multiple drawing files that need a consistent look, you can create a template on which to base all the drawingsCreating your own template eliminates the need to open the appropriate stencils, create styles, and establish page settings for each drawing file, because they are all contained in one place

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  • How Styles become part of a TemplateTo make a particular style available in future drawings, you can either define or edit the current drawing in an existing template or save the drawing file as a new templateThe new style becomes part of that templateWhen you define or edit styles in a drawing file, the changes you make are available only in the current drawing

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  • How Styles become part of a TemplateTo make a style available in drawings you'll create later, you can define or edit it in an existing template or save the drawing file in which you created the style as a new templateThe style will be included in every new drawing you create that is based upon that template When you edit or define a style, the color palette in the template on which you base your drawing determines the colors you can choose

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  • How Styles become part of a TemplateAll Visio templates use a default color paletteYou can change the color palette a drawing uses or modify the colors within the default color palette

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  • When to Create a TemplateCreate a template when you make drawings that consistently use the same stencils, styles, and page settingsThen you can base new drawings on this template, and you can distribute the template to other people

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  • Creating a TemplateThe easiest way to create a template is to create a drawing file that has the settings you want, open the stencils you want, and then save the drawing as a template (.vst) fileIf you simply want to change some of the settings of an existing Visio template, you can base a drawing on that template, save it with a new name, and then make your changes

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  • Apply styles

    Select one or more shapes to formatOn the Format menu, click Style, and from the Text style, Line style, and Fill style lists, click the styles you want, and then click OKTo continue working on styles, click Apply instead

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  • Define a new style

    On the Format menu, click Define StylesUnder Style, in the Name list, click , and then type a name for the new styleTo base a new style on an existing style, click that style in the Based on listUnder Includes, select the attributes that you want your style to includeA style can include any combination of text, line, and fill attributes

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  • Define a new style

    Under Change, click Text, Line, or Fill to change the settings for that attributeSpecify the settings you want for each attribute you selected

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  • Defining a New StyleTo add the new style and, if you selected shapes in your drawing, apply it to the selected shapes and close the dialog box, click ApplyTo add the new style and, if you did not select any shapes in your drawing, close the dialog box, click OKTo add the new style and continue working on styles in the dialog box, click Add

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  • Edit a StyleOn the Format menu, click Define StylesUnder Style, in the Name list, click the style you want to editTo rename the style, click Rename, type a new name for the style, and then click OKTo change the style settings, under Change, click the attributes you want to edit

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  • Edit a StyleWhen you have finished editing, do one of the followingTo add the changes to the style and close the dialog box, click OK (when no shapes are selected) or click Apply (when shapes are selected)To add the changes and continue working in the dialog box, click Change

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