Argh! I’m pen-less!

Photocredit: Tony Hall. Click photo to visit Tony's photostream @ flickr.com

Pen-less. It’s 9:30 in the evening, and I need to write out some thoughts (about a split-complementary color set).

At work last Friday, the pen that I’ve had with me for some months now finally gave up its last ink. It was a Pilot Precise V5, black.

My habit has been to have that pen in my left front pants pocket, reliably at hand. I guarded it, making sure to have it back if I let a colleague or a daughter use it for a moment. I gave other pens like it away, but kept that one.

Of course I have other pens. Bic ball-point pens: the kind you get in bulk in the plastic bags during back-to-school sales. I hate those pens. They fail so often, and you have to drag the ink out of them, scraping across paper. Scribble in circles first just to get them warmed up. Lazy bastards. Then you have to draw across your strokes again, filling in ink on the empty indentations of your first pass at writing.

I’m irritated at myself for getting into this pen-less position. Luckily, I have Plan B: pencils and a sharpener.

Experience theme for Covenant Eyes

Cindy Chastain’s article, “Experience Themes,” at Boxes and Arrows outlines a neat way to package the concepts that help user experience designers put creative work into context.

When I was leading many design/development projects at a time, I’d write a creative brief for each—it helped me and the team stay clearheaded about each project. An experience theme seems like an alternative to a creative brief.

The following thoughts apply Chastain’s article to my work at Covenant Eyes.

Covenant Eyes is rich with stories

At Covenant Eyes, Inc., we have a full-time blogger, Luke. As I see it, Luke’s job is to draw out the stories surrounding Covenant Eyes and to share them using the Internet. He’s our storyteller.

What are the roles? There are so many stories, from people in so many places in life.

  • husbands, fathers
  • wives, mothers
  • children
  • pastors, rabbis
  • counselors
  • porn addicts, recovering porn addicts, people who have beaten the addiction
  • and the list continues

What are some theme concepts?

  • For people fighting a problem with pornography: Learn to be honest again (These words come from Michael Leahy’s mouth while he was visiting our offices.)
  • For mothers with children who use the Internet: Protect my family
  • For fathers with a teenage son: Teach him to be responsible for his actions

Experience transcends our services

What work do we do at our company? Although others I work with may claim we deliver software, I think we deliver information. Our software allows us to provide information-rich reports on Internet usage that can be used within relationships. I think of these as “accountability relationships.”

The theme concepts listed above have little to do with software or even our service. The real value we provide is that we can provide the sense for people that what could be their little secret is not actually hidden. That little bit of knowledge has proven its ability to change lives, and relationships, for the better.

The hard part is carrying the experience theme across our touch points with users

I recently helped put together a spreadsheet to inventory the automated emails we send to users at various points. There were over 60 emails, and they fulfill needs ranging from billing concerns to helpful reminders after a few weeks of being a customer. Many of these messages should be revised, and keeping the theme in mind will help create a coherent experience for our users.

Covenant Eyes has multiple touch points with its users.

Covenant Eyes has multiple touch points with its users.

Beyond these emails is a myriad of other touch points:

  • sign up form
  • help documents
  • filter settings controls
  • accountability reports
  • tech support phone calls
  • blog posts
  • and so on

Taken all together, these communications can benefit from an experience theme.

I suspect the key to pulling this off is to have all those involved with crafting these touch points understand the experience theme and leave it to them to carry it through. As the company’s user experience lead, my job may be to facilitate the definition and adoption of an experience theme, and motivate and lead by example so others will carry the vision.

A Sad Tale of Pagination

I imagine some professional chefs are accused of over-analyzing a bowl of soup now and then. Like that, as a user experience designer, I get caught up in little pieces of user interface on a regular basis.

This particular story concerns a navigation system that utilizes pagination in what at first seems an obvious choice, but upon observation it is clear that this is a very poor approach.

Background: Company setting

Covenant Eyes, Inc., is an  8 year old software company in Michigan with about 50 employees. About a dozen are customer service representatives, some for enterprise customers and some for individual or family accounts. There are about 10 in the IT team, which includes myself.

Background: What service does our company provide? Internet accountability.

Take 2 actors, George and his friend Paul. George is addicted to online porn, but he really wants to beat his addiction because he feels it is wrong and could really mess up his life. To attack his problem, George installs our software on his computer. The software keeps tabs on George’s activity, and once a week sends a report of that activity over to Paul. Paul can then talk with George about George’s Internet activity. It seems simple, but removing the anonymity of his addiction is powerful.

The point, in a nutshell, is accountability. If George is trying to kick some bad online habits, his friend Paul now has information in these reports that he can use to hold George accountable.

The current design calls for pagination

These Accountability Reports are like executive summaries that include links over to what we call the “Detailed Logs.” This log is a full list of URLs that George visited.

Depending on the amount of activity, the log may have thousands of entries for Paul to navigate.

When these logs first became available, customers’ download speeds were more of an issue than they are today, so the developers knew that they could not simply put all the entries on a single page because the pages would take far too long to load.

Pagination to the rescue! The developers broke up the long list of URLs into pages, each page having 50 URLs. To help Paul navigate this long series of pages, numbered page links and “Previous” and “Next” links were placed at the top and bottom of each page.

So, let’s say Paul is looking at page 50. He would see something like the pagination navigation shown in Figure 1.

Figure 1: Pagination

Figure 1: Pagination

This seems a good approach on two fronts.

  1. Paul won’t wait to download one page with over 8,000 URLs on it, but if we divide that time into, in this case, 165 separate downloads, each page will seem pretty quick.
  2. Pagination will work for Paul because he uses pagination on nearly every search engine results page. It’s nothing new to him.

Bingo. Problem solved. Right?

But why does it take so many clicks to find the right info?

I was standing next to Mike, one of our Customer Service Representatives, and asked him a seemingly simple question. “Mike, can you bring up that log and show me what was going on last Tuesday at 11:32 AM?”

I did not intend it to be a usability test, but it might as well have been. Mike helps people every day by walking them through reports and logs, so he is as expert as anyone gets at navigating these logs. Yet, the basic task of finding a page with a specific time on it was accomplished by a series of guesses, each slightly more informed than the previous guess. It took 8 tries before Mike got us to the right page.

Since then, I have seen people repeatedly click the “Next” button, flipping through each page to find the one page they want. With 165 or so pages in a log, this can take far more than 8 clicks.

If someone knows the date and time they want to view in a Detailed Log, shouldn’t they be able to get to that page without guessing on the first try?

20/20 hindsight: Why is it so hard to find the right page?

Pagination is a valid interface design pattern, and is perhaps most often seen on search engine result pages. Still, it does not work well here.

So, why doesn’t pagination work here? Thinking in information architecture terms can help answer the question.

Pagination is a metaphor from the print world

We’ve all grown up reading books and magazines, and so page numbers are a tool we take for granted. In print, they are used to keep track of where we left off so we can pick back up at the right point. They are also used as non-digital hypertext, like in a magazine where we see “continued on page 58.”

On the web, pagination has become something slightly different, but the metaphor carries over well enough to work for us. On search results pages, we now expect to see a pagination interface at the bottom of the search results to allow us to continue to the next page of 10 or 20 links. One difference on the web is that we expect those links on the first page to have higher relevancy than those on the following pages.

So, on the web pagination is an answer to a finding question, and is based on an underlying organizational system of quantity ordered by relevancy.

However, in this case, the list is ordered by time but paginated by quantity. In this case, people want to find by time, but quantity is not metered evenly against time. So, page 1 might have 50 entries that cover 5 seconds of activity, and page 2 might have 50 entries that cover 32 hours of activity. There is no predictability of how much time will be represented from page to page of results, and that is why people are left with so much guess-work.

Match the interface to the underlying information architecture and users’ information needs

In recent work, we’ve shifted to a time-based pagination (Figure 2) from a quantity-based pagination (Figure 1). We think this will go a long way towards helping people find what they want without having to guess.

Figure 2. Find-by-time instead of pagination.

Figure 2. Find-by-time instead of pagination.

I’ve observed a few users have their first contact with this revised interface, and it has worked well so far. We may have introduced other usability issues in the process, but this is a step in the right direction.

Moral of the story?

Before implementing a user interface design pattern, be sure you first understand the information architecture and users’ information needs. Otherwise you risk using the wrong pattern, hurting your users’ experiences, and missing out on an opportunity for innovation and good design.