Our book is called Interaction Design: Beyond Human-Computer Interaction because it is concerned with a broader scope of issues, topics, and paradigms than has traditionally been the sco
Trang 2Color Plate 1
Figure 1.2 Novel forms of interactive products embedded with computational power (clockwise from top left):
(i) Electrolux screen-
fridge that provides a
range of functionality, in-
cluding food manage-
ment where recipes are
displayed, based on the
food stored in the fridge
(iii) 'geek chic', a Levi jacket equipped with a fully integrated computer network (body area network), enabling the wearer
to be fully connected to the web
Trang 3Figure 2.1 An example of augmented reality Virtual and physical worlds have been combined so that a digital image of the brain is superimposed on the person's head, providing a new form of medical visualization
Figure 2.14 The i-room project at Stanford: a graphical rendering of the Interactive Room Terry Winograd's group is researching, which is an innovative technology- rich prototype workspace, integrating a variety of dis- plays and devices An overarching aim is to explore new possibilities for people to work together (see
http://graphics.stanford.EDU/projects/iwork/)
-
- I ,
Trang 4Color Plate 3
Figure 2.6 Recent direct-manipulation virtual environments
(a) Virtue (Daniel Reid, 1999, www-pablo.cs.uiuc.edulPro-
jectNRNirtue) enables software developers to directly ma- nipulate software components and their behavior
(b), (c) Crayoland (Dave Pape, www.ncsa.uiuc.eduNis/) is an interactive virtual environment where the child
in the image on the right uses a joystick to navigate through the space The child is interacting with an avatar in the flower world
Trang 5Figure 3.7 Dynalinking used in the PondWorld software In the background is a simulation
of a pond ecosystem, comprising perch, stickleback, beetles, tadpoles, and weeds In the foreground is a food web diagram representing the same ecosystem but at a more abstract level The two are dynalinked: changes made to one representation are reflected in the other Here the user has clicked on the arrow between the tadpole and the weed rep- resented in the diagram This is shown in the PondWorld simulation as the tadpole eating the weed The dynalinking is accompanied by a narrative explaining what is happening and sounds of dying organisms
Figure 3.9 A see-through
handset-transparency does not
mean simply showing the insides of
a machine but involves providing a
good system image
Trang 6Color Plate 5
Figure 4.1 'l'he rooftop gar-
den in BowieWorld, a collab-
orative virtual environment
(CVE) supported by
Worlds.com The User takes
part by "dressing up" as an
avatar There are hundreds of
avatars to choose from, in-
cluding penguins and real
people Once avatars have
entered a world, they can ex-
plore it and chat with other
avatars
Trang 7Figure 5.3 Examples of aesthetically pleasing interactive products: iMac, Nokia cell phone
and IDEO's digital radio for the BBC
(a) Aibo, the interactive dog
Trang 8face, with icons and slider bars repl-escnting emotions specch and actions
Trang 9Figure 5.13 Rea the real estate
agent welcoming the user to look
at a condo
Figure 7.3(b) The KordGrip being used underwater
Figure 15.8 The first foam mod- els of a mobile communicator for children
Trang 10INTERACTION'
DESIGN beyond human-computer interaction
John Wiley & Sons, Inc
Trang 11MARKETING MANAGER Katherine Hepburn
SENIOR PRODUCTION EDITOR Ken Santor
COVER DESIGNER Madelyn Lesure
ILLUSTRATION EDITOR Anna Melhorn
ILLUSTRATIONS Tech-Graphics, Inc
COVER IMAGE "Thoughts in Passage 11" by Michael Jon March
Courtesy of Grand Image Publishing This book was set in 10112 Times Ten by UG I GGS Information Services, Inc., and printed and bound by R R DonnelleylCrawfordsville The cover and the color insert were printed
by Phoenix Color Corporation
This book is printed on acid free paper m
No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise,
either the prior written permission of the Publisher, or authorization through payment of the
01923, (508) 750-8400, fax (508) 750-4470 Requests to the Publisher for permission should be
PERMREQ@WILEY.COM
Library of Congress Cataloging in Publication Data
Preece, Jennifer
Sharp
p cm
Includes bibliographical references and index
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Trang 12Our book is called Interaction Design: Beyond Human-Computer Interaction
because it is concerned with a broader scope of issues, topics, and paradigms than has traditionally been the scope of human-computer interaction (HCI) This reflects the exciting times we are living in, when there has never been a greater need for in- teraction designers and usability engineers to develop current and next-generation interactive technologies To be successful they will need a mixed set of skills from psychology, human-computer interaction, web design, computer science, informa- tion systems, marketing, entertainment, and business
What exactly do we mean by interaction design? In essence, we define interac- tion design as:
"designing interactive products to support people in their everyday and working lives"
This entails creating user experiences that enhance and extend the way people work, communicate, and interact Now that it is widely accepted that HCI has moved beyond designing computer systems for one user sitting in front of one ma- chine to embrace new paradigms, we, likewise, have covered a wider range of is- sues These include ubiquitous computing and pervasive computing that make use
of wireless and collaborative technologies We also have tried to make the book up-to-date with many examples from contemporary research
The book has 15 chapters and includes discussion of how cognitive, social, and affective issues apply to interaction design A central theme is that design and eval- uation are interleaving, highly iterative processes, with some roots in theory but which rely strongly on good practice to create usable products The book has a 'hands-on' orientation and explains how to carry out a variety of techniques It also has a strong pedagogical design and includes many activities (with detailed com- ments), assignments, and the special pedagogic features discussed below
The style of writing is intended to be accessible to students, as well as profes- sionals and general readers, so it is conversational and includes anecdotes, car- toons, and case studies Many of the examples are intended to relate to readers' own experiences The book and the associated website encourage readers to be ac- tive when reading and to think about seminal issues For example, one feature we have included in the book is the "dilemma," where a controversial topic is aired The aim is for readers to understand that much of interaction design needs consid-
Trang 13eration of the issues, and that they need to learn to weigh-up the pros and cons and
be prepared to make trade-offs We particularly want readers to realize that there
is rarely a right or wrong answer although there are good designs and poor designs This book is accompanied by a website, which provides a variety of resources and interactivities, The website offers a place where readers can learn how to design websites and other kinds of multimedia interfaces Rather than just provide a list of guidelines and design principles, we have developed various interactivities, includ- ing online tutorials and step-by-step exercises, intended to support learning by doing
Special features
We use both the textbook and the web to teach about interaction design To pro- mote good pedagogical practice we include the following features:
Chapter design
Each chapter is designed to motivate and support learning:
Aims are provided so that readers develop an accurate model of what to ex- pect in the chapter
Key points at the end of the chapter summarize what is important
Activities are included throughout the book and are considered an essential
ingredient for learning They encourage readers to extend and apply their knowledge Comments are offered directly after the activities, because peda- gogic research suggests that turning to the back of the text annoys readers and discourages learning
An assignment is provided at the end of each chapter This can be set as a group or individual project The aim is for students to put into practice and consolidate knowledge and skills either from the chapter that they have just studied or from several chapters Some of the assignments build on each other and involve developing and evaluating designs or actual products Hints and guidance are provided on the website
Boxes provide additional and highlighted information for readers to reflect upon in more depth
Dilemmas offer honest and thought-provoking coverage of controversial or problematic issues
Further reading suggestions are provided at the end of each chapter These refer to seminal work in the field, interesting additional material, or work that has been heavily drawn upon in the text
Interviews with nine practitioners and visionaries in the field enable readers
to gain a personal perspective of the interviewees' work, their philosophies, their ideas about what is important, and their contributions to the field
Cartoons are included to make the book enjoyable
Trang 14How to use this book vii
ID-Book.com website
The aim of the website is to provide you with an opportunity to learn about inter- action design in ways that go "beyond the book." Additional in-depth material, hands-on interactivities, a student's corner and informal tutorials will be provided Specific features planned include:
Hands-on interactivities, including designing a questionnaire, customizing a set of heuristics, doing a usability analysis on 'real' data, and interactive tools
to support physical design
Recent case studies
Student's corner where you will be able to send in your designs, thoughts, written articles which, if suitable, will be posted on the site at specified times during the year
Hints and guidance on the assignments outlined in the book
Suggestions for additional material to be used in seminars, lab classes, and lectures
Key terms and concepts (with links to where to find out more about them)
Readership
This book will be useful to a wide range of readers with different needs and aspirations
Students from Computer Science, Software Engineering, Information Systems,
Psychology, Sociology, and related disciplines studying courses in Interaction De- sign and Human-Computer Interaction will learn the knowledge, skills, and tech- niques for designing and evaluating state-of-the-art products, and websites, as well
as traditional computer systems
Web and Interaction Designers, and Usability Professionals will find plenty to
satisfy their need for immediate answers to problems as well as for building skills to satisfy the demands of today's fast moving technical market
Users, who want to understand why certain products can be used with ease
while others are unpredictable and frustrating, will take pleasure in discovering that there is a discipline with practices that produce usable systems
Researchers and developers who are interested in exploiting the potential of the
web, wireless, and collaborative technologies will find that, as well as offering guid- ance, techniques, and much food for thought, a special effort has been made to in- clude examples of state-of-the-art systems
In the next section we recommend various routes through the text for different kinds of readers
How to use this book
Interaction Design is not a linear design process but is essentially iterative and some readers and experienced instructors will want tb find their own way through the chapters Others, and particularly those with less experience, may prefer to
Trang 15work through chapter by chapter Readers will also have different needs For ex- ample, students in Psychology will come with different background knowledge and needs from those in Computer Science Similarly, professionals wanting to learn the fundamentals in a one-week course have different needs This book and the website are designed for using in various ways The following suggestions are pro- vided to help you decide which way is best for you
From beginning to end
There are fifteen chapters so students can study one chapter per week during a fifteen-week semester course Chapter 15 contains design and evaluation case studies Our intention is that these case studies help to draw together the contents of the rest of the book by showing how design and evaluation are done in the real world However, some readers may prefer to dip into them along the way
Getting a quick overview
For those who want to get a quick overview or just the essence of the book, we
suggest you read Chapters 1, 6, and 10 These chapters are recommended for
everyone
Suggestions for computer science students
In addition to reading Chapters 1,6, and 10, Chapters 7 and 8 contain the material that will feel most familiar to any students who have been introduced to software development These chapters cover the process of interaction design and the activi- ties it involves, including establishing requirements, conceptual design, and physi- cal design The book itself does not include any coding exercises, but the website will provide tools and widgets with which to interact
For those following the ACM-IEEE Curriculum (2001)*, you will find that this text and website cover most of this curriculum The topics listed under each of the following headings are discussed in the chapters shown:
HC1 Foundations of Human-Computer Interaction (Chapters 1-5, 14, website)
HC2 Building a simple graphical user interface (Chapters 1,6,8,10 and the website)
HC3 Human-Centered Software Evaluation (Chapters 1,10-15, website)
Many relevant examples are discussed in Chapters 1-5 integrated with dis- cussion of cognitive and social issues)
writing this book
Trang 16How to use this book ix
HC6 Graphical User-Interface Programming (touched upon only in Chap- ters 7-9 and on the website)
HC7 HCI Aspects of Multimedia Information Systems and the web (inte- grated into the discussion of Chapters 1-5, and in examples throughout the text, and on the website)
HC8 HCI Aspects of Group Collaboration and Communication Technology (discussed in 1-5, particularly in Chapter 4 Chapters 6-15 discuss design and evaluation and some examples cover these systems, as does the website.)
Suggestions for information systems students
Information systems students will benefit from reading the whole text, but instructors may want to find additional examples of their own to illustrate how issues apply to business applications Some students may be tempted to skip Chapters 3-5 but we rec- ommend that they should read these chapters since they provide important founda- tional material This book does not cover how to develop business cases or marketing
Suggestions for psychology and cognitive science students
Chapters 3-5 cover how theory and research findings have been applied to interac- tion design They discuss the relevant issues and provide a wide range of studies and systems that have been informed by cognitive, social, and affective issues
a good grounding in interaction design
Practitioner and short course route
Many people want the equivalent of a short intensive 2-5 day course The best
Plan your own path
For people who do not want to follow the "beginning-to-end" approach or the sug- gestions above, there are many ways to use the text Chapters 1,6,10 and 11 provide
pline and Chapters 6 and 10 offer introductions to design and evaluation Then go
to Chapters 2-5 for user issues, then on to the other design chapters, 2-9, dipping into the evaluation chapters 10-14 and the case studies in 15 Another approach is to
Web designer route
Web designers who have a background in technology and want to learn how to de- sign usable and effective websites are advised to read Chapters 1, 7, 8, 13 and 14
Trang 17These chapters cover key issues that are important when designing and evaluating the usability of websites A worked assignment runs through these chapters
Usability professionals' route
Usability professionals who want to extend their knowledge of evaluation techniques and read about the social and psychological issues that underpin design of the web, wireless, and collaborative systems are advised to read Chapter 1 for an overview,
then select from Chapters 10-14 on usability testing Chapters 3,4, and 5 provide dis-
cussion of seminal user issues (cognitive, social, and affective aspects) There is new material throughout the rest of the book, which will also be of interest for dipping
gether with material on the book website, provides practical design examples
Acknowledgements
Many people have helped to make this book a reality We have benefited from the advice and support of our many professional colleagues across the world, our stu- dents, friends, and families and we thank you all We also warmly thank the following people for reviewing the manuscript and making many helpful suggestions for im- provements: Liam Bannon, Sara Bly, Penny Collings, Paul Dourish, Jean Gasen, Peter Gregor, Stella Mills, Rory O'Connor, Scott Toolson, Terry Winograd, Richard
Furuta, Robert J.K Jacob, Blair Nonnecke, William Buxton, Carol Traynor, Blaise
Liffich, Jan Scott, Sten Hendrickson, Ping Zhang, Lyndsay Marshall, Gary Perlman, Andrew Dillon, Michael Harrison, Mark Crenshaw, Laurie Dingers, David Carr, Steve Howard, David Squires, George Weir, Marilyn Tremaine, Bob Fields, Frances Slack, Ian Graham, Alan O'Callaghan, Sylvia Wilbur, and several anonymous re- viewers We also thank Geraldine Fitzpatrick, Tim and Dirk from DSTC (Australia)
and the students from the School of Informatics at City University and Information Systems Department at UMBC for their comments
We are particularly grateful to Sara Bly, Karen Holtzblatt, Jakob Nielsen, Abi- gail Sellen, Suzanne Robertson, Gitta Salomon, Ben Shneiderman, Gillian Cramp- ton Smith, and Terry Winograd for generously contributing in-depth interviews
plus case study We thank Lili, Bill, and Keith for supplying the basic reports and commenting on various drafts Jon Lazar and Dorine Andrews contributed mater- ial for the section on questionnaires, which we thank them for
We are grateful to our Editors Paul Crockett and Gaynor Redvers-Mutton and the production team at Wiley: Maddy Lesure, Susannah Barr, Anna Melhorn, Gemma Quilter, and Ken Santor Without their help and skill this book would not
persuading us to work with Wiley and we thank them too
Trang 18About the authors xi
The authors are all senior academics with a background in teaching, researching,
together on two other successful text books, they bring considerable experience in curriculum development, using a variety of media for distance learning as well as face-to-face teaching They have considerable knowledge of creating learning texts and websites that motivate and support learning for a range of students
All three authors are specialists in interaction design and human-computer in- teraction (HCI) In addition they bring skills from other discipline~ Yvonne Rogers is a cognitive scientist, Helen Sharp is a software engineer, and Jenny Preece works in information systems Their complementary knowledge and skills enable them to cover the breadth of concepts in interaction design and HCI to pro- duce an interdisciplinary text and website They have collaborated closely, sup- porting and commenting upon each other's work to produce a high degree of integration of ideas with one voice They have shared everything from initial con- cepts, through writing, design and production
Trang 201.3 What is interaction design? 6
1.3.1 The makeup of interaction design 6
1.3.2 Working together as a multidisciplinary team 9
1.3.3 Interaction design in business 10
1.4 What is involved in the process of interaction design? 12
1.5 The goals of interaction design 13
1.5.1 Usability goals 1 A 1.5.2 User experience goals 18 1.6 More on usability: design and usability principles 20
1.6.1 Heuristics and usability principles 26
Interview with Gitta Salomon 3 1
2.1 lntroduction 35
2.2 Understanding the problem space 36
2.3 Conceptual models 39
2.3.1 Conceptual models based on activities 41
2.3.2 Conceptual models based on objects 51
2.3.3 A case of mix and match? 54
2.4 Interface metaphors 55
2.5 Interaction paradigms 60
2.6 From conceptual models to physical design 64
Interview with Terry Winograd 70
3.1 Introduction 73
3.2 What is cognition? 74
3.3 Applying knowledge from the physical world to the digital world 90
3.4 Conceptual frameworks for cognition 92
3.4.1 Mental models 92
Trang 213.4.2 Information processing 96
Interview with Abigail Sellen 138
Trang 22Contents xv
Interview with Gillian Crampton Smith 198
Identifying needs and establishing requirements 201
Interview with Suzanne Robertson 236
Design, prototyping and construction 239
Trang 238.2.6 Construction: from design to implementation 248
Interview with Karen Holtzblatt 31 3
Chapter 1 0 Introducing evaluation 31 7
10.3 Hutchworld case study 324
10.4 Discussion 336
1 1 1 Introduction 339
Trang 24Contents xvii
1 1.2 Evaluation paradigms and techniques 340
1 1.3.5 Decide how to deal with the ethical issues 351
1 2.1 Introduction 359 12.2 Goals, questions and paradigms 360
1 2.5 Indirect observation: tracking users' activities 377
12.5.2 Interaction logging 377
1 3.1 introduction 389
1 3.2 Aking users: interviews 390
Trang 2513.2.2 Unstructured interviews 392
1 3.2.6 Other sources of interview-li ke feedback 397
1 3.2.7 Data analysis and interpretation 398 13.3 Asking users: Questionnaires 398
13.3.4 Online questionnaires 405
13.4 Asking experts: Inspections 407
1 3.4.3 Heuristic evaluation of websites 41 2
1 3.5 Asking experts: walkthroughs 420
Interview with Jakob Nielsen 426
Chapter 14 Testing and modeling users 429
1 4.1 Introduction 429 14.2 User testing 430
14.3 Doing user testing 438
14.3.3 Identify the practical issues: Design typical tasks 439 14.3.4 Identify the practical issues: Select typical users 440 14.3.5 Identify the practical issues: Prepare the testing
conditions 441
14.4 Experiments 443
Trang 26and advisory systems 461
Trang 28by Gary Perlman
As predicted by many visionaries, devices everywhere are getting "smarter." My
camera has a multi-modal hierarchical menu and form interface Even my toaster has a microprocessor Computing is not just for computers anymore So when the
authors wrote the subtitle "beyond human-computer interaction," they wanted to
convey that the book generalizes the human side to people, both individuals and groups, and the computer side to desktop computers, handheld computers, phones, cameras maybe even toasters
My own interest in this book is motivated by having been a software developer for 20 years, during which time I was a professor and consultant for 12 Would the book serve as a textbook for students? Would it help bring software development practice into a new age of human-centered interaction design?
A textbook for students
More than anything, I think students need to be motivated, inspired, challenged, and I think this book, particularly Chapters 1-5, will do that Many students will not have the motivating experience of seeing projects and products fail because of
a lack of attention, understanding, and zeal for the user, but as I read the opening
chapters, I imagined students thinking, "This is what I've been looking for!" The in-
terviews will provide students with the wisdom of well-chosen experts: what's im- portant, what worked (or didn't), and why I see students making career choices based on this motivating material
The rest of the book covers the art and some of the science of interaction de- sign, the basic knowledge needed by practitioners and future innovators Chapters
6-9 give a current view of analysis, design, and prototyping, and the book's website should add motivating examples Chapters 10-14 cover evaluation in enough depth
to facilitate understanding, not just rote application Chapter 15 brings it all to- gether, adding more depth For each topic, there are ample pointers to further reading, which is important because interaction design is not a one-book discipline Finally, the book itself is pedagogically well designed Each chapter describes its aims, contains examples and subtopics, and ends with key points, assignments, and an annotated bibliography for more detail
A guide for development teams
When I lead or consult on software projects, I face the same problem over and over: many people in marketing and software development-these are the people who have the most input into design, but it applies to any members of multidisciplinary teams-have little knowledge or experience building systems with a user-centered
Trang 29focus A user-centered focus requires close work with users (not just customer-buy- ers), from analysis through design, evaluation, and maintenance A lack of user- centered focus results in products and services that often do not meet the needs of their intended users Don Norman's design books have convinced many that these problems are not unique to software, so this book's focus on interaction design feels right
To help software teams adopt a user-centered focus, I've searched for books with end-to-end coverage from analysis, to design, to implementation (possibly of prototypes), to evaluation (with iteration) Some books have tried to please all au- diences and have become encyclopedias of user interface development, covering topics worth knowing, but not in enough detail for readers to understand them Some books have tried to cover theory in depth and tried to appeal to developers who have little interest in theory Whatever the reasons for these choices, the re- sults have been lacking This book has chosen fewer topics and covered them in
ial is presented in a way that is understandable by a wide audience, which is impor- tant in order for the book to be useful to whole multidisciplinary teams
A recommended book
I've been waiting for this book for many years I think it's been worth the wait
As the director of the HCI Bibliography project (www.hcibib.org), a free-ac-
suggestions for books, particularly from students and software development man- agers To answer that question, I maintain a list of recommended readings in ten categories (with 20,000 hits per year) Until now, it's been hard to recommend just one book from that list I point people to some books for motivation, other books for process, and books for specific topics (e.g., task analysis, ergonomics, usability testing) This book fits well into half the categories in my list and makes it easier to recommend one book to get started and to have on hand for development
I welcome the commitment of the authors to building a website for the book It's a practice that has been adopted by other books in the field to offer additional information and keep the book current The site also presents interactive content
to aid in tasks like conducting surveys and heuristic evaluations I look forward to seeing the book's site present new materials, but as director of www.hcibib.org, I hope they use links to instead of re-inventing existing resources
Gary Perlman Columbus
Trang 30Foreword xxiii
About Gary Perlman
Gary Perlman is a consulting research scientist at the OCLC-Online Computer Li- brary Center (www.oclc.org) where he works on user interfaces for bibliographic and full-text retrieval His research interests are in making information technology more useful and usable for people
He has also held research and academic positions at Bell Labs in Murray Hill, New Jersey; Wang Institute of Graduate Studies; Massachusetts Institute of Tech- nology; Carnegie-Mellon University; and The Ohio State University Dr Perlman's Ph.D is in experimental psychology from the University of California, San Diego
He is the author of over 75 publications in the areas of mathematics education, sta- tistical computing, hypertext, and user interface development He has lectured and consulted internationally since 1980
He is best known in the HCI community as the director of the HCI Bibliogra- phy (www.hcibib.org), a free-access online resource of over 20,000 records searched hundreds of thousands of times each year
A native of Montreal, Canada, Gary now lives in Columbus, Ohio with his wife
and two sons
Trang 32What is interaction desi g n?
1 .I Introduction
1.2 Good and poor design
1.2.1 What to design
1.3 What is interaction design?
1.3.1 The makeup of interaction design
1.3.2 Working together as a multidisciplinary team
1 3.3 Interaction design in business
1.4 What i s involved in the process of interaction design?
1.5 The goals of interaction design
1.5.1 Usability goals
1.5.2 User experience goals
1.6 More on usability: design and usability principles
1.1 Introduction
How many interactive products are there in everyday use? Think for a minute about what you use in a typical day: cell phone, computer, personal organizer, re- mote control, soft drink machine, coffee machine, ATM, ticket machine, library in- formation system, the web, photocopier, watch, printer, stereo, calculator, video game the list is endless Now think for a minute about how usable they are How many are actually easy, effortless, and enjoyable to use? All of them, several,
or just one or two? This list is probably considerably shorter Why is this so? Think about when some device caused you considerable grief-how much time did you waste trying to get it to work? Two well-known interactive devices that cause numerous people immense grief are the photocopier that doesn't copy the way they want and the VCR that records a different program from the one they thought they had set or none at all Why do you think these things happen time and time again? Moreover, can anything be done about it?
Many products that require users to interact with them to carry out their tasks
(e.g., buying a ticket online from the web, photocopying an article, pre-recording a TV
program) have not necessarily been designed with the users in mind Typically, they have been engineered as systems to perform set functions While they may work effec- tively from an engineering perspective, it is often at the expense of how the system will
be used by real people The aim of interaction design is to redress this concern by
Trang 33bringing usability into the design process In essence, it is about developing interactive products1 that are easy, effective, and enjoyable to use-from the users' perspective
In this chapter we begin by examining what interaction design is We look at the difference between good and poor design, highlighting how products can differ radically in their usability We then describe what and who is involved in interac- tion design In the last part of the chapter we outline core aspects of usability and how these are used to assess interactive products An assignment is presented at the end of the chapter in which you have the opportunity to put into practice what you have read, by evaluating an interactive product using various usability criteria The main aims of the chapter are to:
Explain the difference between good and poor interaction design
Describe what interaction design is and how it relates to human-computer interaction and other fields
Explain what usability is
Describe what is involved in the process of interaction design
Outline the different forms of guidance used in interaction design
Enable you to evaluate an interactive product and explain what is good and bad about it in terms of the goals and principles of interaction design
1.2 Good and poor design
A central concern of interaction design is to develop interactive products that are usable By this is generally meant easy to learn, effective to use, and provide an en- joyable user experience A good place to start thinking about how to design usable interactive products is to compare examples of well and poorly designed ones Through identifying the specific weaknesses and strengths of different interactive systems, we can begin to understand what it means for something to be usable or not Here, we begin with an example of a poorly designed system-voice mail- that is used in many organizations (businesses, hotels, and universities) We then compare this with an answering machine that exemplifies good design
Imagine the following scenario You're staying at a hotel for a week while on a business trip You discover you have left your cell (mobile) phone at home so you have to rely on the hotel's facilities The hotel has a voice-mail system for each room To find out if you have a message, you pick up the handset and listen to the tone If it goes "beep beep beep" there is a message To find out how to access the message you have to read a set of instructions next to the phone
You read and follow the first step:
Trang 341.2 Good and poor design 3
You wait to hear how to listen to a recorded message But there are no further instructions from the phone You look down at the instruction sheet again and read:
to messages This involves typing in, at the appropriate times, the room number and the extension number of the phone (the latter is your password, which is differ- ent from the room number) Moreover, it takes six steps to access a message and five steps to leave a message You go out and buy a new cell phone
What is problematic with this voice-mail system?
It is not obvious what to do: the instructions are provided partially by the system and partially by a card beside the phone
Now consider the following phone answering machine Figure 1.1 shows two small sketches of an answering machine phone Incoming messages are represented using physical marbles The number of marbles that have moved into the pinball- like chute indicates the number of messages Dropping one of these marbles into a slot in the machine causes the recorded message to play Dropping the same mar- ble into another slot on the phone dials the caller who left the message
sketches showing answer- ing phone
Trang 35How does the "marble" answering machine differ from the voice-mail system?
It uses familiar physical objects that indicate visually at a glance how many messages have been left
It is aesthetically pleasing and enjoyable to use
It only requires one-step actions to perform core tasks
It is a simple but elegant design
It offers less functionality and allows anyone to listen to any of the messages The marble answering machine was designed by Durrell Bishop while a stu- dent at the Royal College of Art in London (described by Crampton-Smith, 1995) One of his goals was to design a messaging system that represented its basic func- tionality in terms of the behavior of everyday objects To do this, he capitalized on people's everyday knowledge of how the physical world works In particular, he made use of the ubiquitous everyday action of picking up a physical object and putting it down in another place This is an example of an interactive product de- signed with the users in mind The focus is on providing them with an enjoyable ex- perience but one that also makes efficient the activity of receiving messages However, it is important to note that although the marble answering machine is a
very elegant and usable design, it would not be practical in a hotel setting One of the main reasons is that it is not robust enough to be used in public places, for ex- ample, the marbles could easily get lost or taken as souvenirs Also, the need to identify the user before allowing the messages to be played is essential in a hotel setting When considering the usability of a design, therefore, it is important to
take into account where it is going to be used and who is going to use it The marble
answering machine would be more suited in a home setting-provided there were
no children who might be tempted to play with the marbles!
1.2.1 What to design
Designing usable interactive products thus requires considering who is going to be using them and where they are going to be used Another key concern is under-
standing the kind of activities people are doing when interacting with the products
The appropriateness of different kinds of interfaces and arrangements of input and output devices depends on what kinds of activities need to be supported For exam- ple, if the activity to be supported is to let people communicate with each other at a distance, then a system that allows easy input of messages (spoken or written) that can be readily accessed by the intended recipient is most appropriate In addition,
an interface that allows the users to interact with the messages (e.g., edit, annotate, store) would be very useful
The range of activities that can be supported is diverse Just think for a minute what you can currently do using computer-based systems: send messages, gather information, write essays, control power plants, program, draw, plan, cal- culate, play games-to name but a few Now think about the number of inter- faces and interactive devices that are available They, too, are equally diverse:
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multimedia applications, virtual-reality environments, speech-based systems, per- sonal digital assistants and large displays-to name but a few There are also many ways of designing the way users can interact with a system (e.g., via the use
of menus, commands, forms, icons, etc.) Furthermore, more and more novel forms of interaction are appearing that comprise physical devices with embedded computational power, such as electronic ink, interactive toys, smart fridges, and networked clothing (See Figure 1.2 on Color Plate 1) What this all amounts to is
a multitude of choices and decisions that confront designers when developing in- teractive products
actions with a system, environment or product, so that they match the users' activi- ties that are being supported and extended? One could use intuition and hope for the best Alternatively, one can be more principled in deciding which choices to make by basing them on an understanding of the users This involves:
taking into account what people are good and bad at considering what might help people with the way they currently do things thinking through what might provide quality user experiences
listening to what people want and getting them involved in the design using "tried and tested" user-based techniques during the design process The aim of this book is to cover these aspects with the goal of teaching you how to carry out interaction design In particular, it focuses on how to identify users' needs, and from this understanding, move to designing usable, useful, and enjoy- able systems
How does making a phone call differ when using:
a public phone box
a cell phone?
How have these devices been designed to take into account (a) the kind of users, (b) type
of activity being supported, and (c) context of use?
Comment (a) Public phones are designed to be used by the general public Many have Braille em-
bossed on the keys and speaker volume control to enable people who are blind and hard of hearing to use them
Cell phones are intended for all user groups, although they can be difficult to use for people who are blind or have limited manual dexterity
(b) Most phone boxes are designed with a simple mode of interaction: insert card or money and key in the phone number If engaged or unable to connect the money or card is returned when the receiver is replaced There is also the option of allowing the caller to make a follow-on call by pressing a button rather than collecting the money and reinserting it again This function enables the making of multiple calls to be more efficient
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Cell phones have a more complex mode of interaction More functionality is provided, requiring the user to spend time learning how to use them For example, users can save phone numbers in an address book and then assign these to "hotkeys," allowing them
to be called simply through pressing one or two keys
(c) Phone boxes are intended to be used in public places, say on the street or in a bus sta- tion, and so have been designed to give the user a degree of privacy and noise protec- tion through the use of hoods and booths
Cell phones have have been designed to be used any place and any time However, lit- tle consideration has been given to how such flexibility affects others who may be in the same public place (e.g., sitting on trains and buses)
I
1.3 What is interaction design?
I designing interactive products to support people in their everyday and working lives
In particular, it is about creating user experiences that enhance and extend the way people work, communicate and interact Winograd (1997) describes it as "the de- sign of spaces for human communication and interaction." In this sense, it is about finding ways of supporting people This contrasts with software engineering, which focuses primarily on the production of software solutions for given applications A
simple analogy to another profession, concerned with creating buildings, may clar- ify this distinction In his account of interaction design, Terry Winograd asks how architects and civil engineers differ when faced with the problem of building a house Architects are concerned with the people and their interactions with each other and within the house being built For example, is there the right mix of family and private spaces? Are the spaces for cooking and eating in close proximity? Will people live in the space being designed in the way it was intended to be used? In contrast, engineers are interested in issues to do with realizing the project These include practical concerns like cost, durability, structural aspects, environmental aspects, fire regulations, and construction methods Just as there is a difference between designing and building a house, so too, is there a distinction between in- teraction design and software engineering In a nutshell, interaction design is re- lated to software engineering in the same way as architecture is related to civil engineering
1.3.1 The makeup of interaction design
It has always been acknowledged that for interaction design to succeed many disci- plines need to be involved The importance of understanding how users act and react to events and how they communicate and interact together has led people from a variety of disciplines, such as psychologists and sociologists, to become in- volved Likewise, the growing importance of understanding how to design different kinds of interactive media in effective and aesthetically pleasing ways has led to a
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diversity of other practitioners becoming involved, including graphic designers, artists, animators, photographers, film experts, and product designers Below we outline a brief history of interaction design
In the early days, engineers designed hardware systems for engineers to use The computer interface was relatively straightforward, comprising various switch panels and dials that controlled a set of internal registers With the advent of moni- tors (then referred to as visual display units or VDUs) and personal workstations in the late '70s and early '80s, interface design came into being (Grudin, 1990) The new concept of the user interface presented many challenges:
Terror You have to confront the documentation You have to learn a new language Did you ever use the word 'interface' before you started using the computer?
One of the biggest challenges at that time was to develop computers that could
be accessible and usable by other people, besides engineers, to support tasks in- volving human cognition (e.g., doing sums, writing documents, managing accounts, drawing plans) To make this possible, computer scientists and psychologists be- came involved in designing user interfaces Computer scientists and software engi- neers developed high-level programming languages (e.g., BASIC, Prolog), system architectures, software design methods, and command-based languages to help in such tasks, while psychologists provided information about human capabilities (e.g., memory, decision making)
The scope afforded by the interactive computing technology of that time (i.e., the combined use of visual displays and interactive keyboards) brought about many new challenges Research into and development of graphical user inter- faces (GUI for short, pronounced "goo-ee") for office-based systems took off in
a big way There was much research into the design of widgets (e.g., menus, win- dows, palettes, icons) in terms of how best to structure and present them in a GUI
In the mid '80s, the next wave of computing technologies-including speech recognition, multimedia, information visualization, and virtual reality-presented even more opportunities for designing applications to support even more people Education and training were two areas that received much attention Interactive learning environments, educational software, and training simulators were some of the main outcomes To build these new kinds of interactive systems, however, re- quired a different kind of expertise from that of psychologists and computer pro- grammers Educational technologists, developmental psychologists, and training experts joined in the enterprise
As further waves of technological development surfaced in the '90s-network- ing, mobile computing, and infrared sensing-the creation of a diversity of applica- tions for all people became a real possibility All aspects of a person's life-at home, on the move, at school, at leisure as well as at work, alone, with family or friends-began to be seen as areas that could be enhanced and extended by design- ing and integrating various arrangements of computer technologies New ways of learning, communicating, working, discovering, and living were envisioned
Trang 39In the mid '90s, many companies realized it was necessary again to extend their existing multidisciplinary design teams to include professionals trained in media and design, including graphical design, industrial design, film, and narrative Sociol- ogists, anthropologists, and dramaturgists were also brought on board, all having quite a different take on human interaction from psychologists This wider set of
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people were thought to have the right mix of skills and understanding of the differ- ent application areas necessary to design the new generation of interactive systems For example, designing a reminder application for the family requires understand- ing how families interact; creating an interactive story kit for children requires un- derstanding how children write and understand narrative, and developing an interactive guide for art-gallery visitors requires appreciating what people do and how they move through public spaces
Now in the 'OOs, the possibilities afforded by emerging hardware capabilities- e.g., radio-frequency tags, large interactive screens, and information appliances- has led to a further realization that engineers, who know about hardware, software, and electronics are needed to configure, assemble, and program the consumer elec- tronics and other devices to be able to communicate with each other (often re- ferred to as middleware)
1.3.2 Working together as a multidisciplinary team
Bringing together so many people with different backgrounds and training has meant many more ideas being generated, new methods being developed, and more creative and original designs being produced However, the down side is the costs involved The more people there are with different backgrounds in a design team, the more difficult it can be to communicate and progress forward the designs being generated Why? People with different backgrounds have different perspectives and ways of seeing and talking about the world (see Figure 1.4) What one person values as important others may not even see (Kim, 1990) Similarly, a computer sci- entist's understanding of the term representation is often very different from a graphic designer's or a psychologist's
Figure 1.4 Four different team members looking at the same square, but each seeing it quite differently