phase 3. design phase chapter 7 – user interface, input, and output design

47
Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Upload: collin-brian-gibbs

Post on 28-Dec-2015

239 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Phase 3. Design Phase

Chapter 7 – User Interface, Input, and Output Design

Page 2: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Introduction

• User interface, input, and output design continues the systems design phase of the SDLC

• User interface design includes user interaction with the computer, as well as input and output issues

Page 3: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design• A key design element is the

user interface (UI)

• Consists of all the hardware, software, screens, menus, functions, and features that affect two-way communications between the user and the computer

Figure 7-2

Page 4: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Evolution of the User Interface– As information management evolved from

centralized data processing to dynamic, enterprise-wide systems, the primary focus also shifted — from the IT department to the users themselves

– User-centered system– Requires an understanding of human-

computer interaction and user-centered design principles

Figure 7-3 Figure 7-4

Page 5: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Human-Computer Interaction– Human-computer interaction (HCI) describes

the relationship between computers and people who use them to perform business-related tasks

– IBM uses its Almaden computer science research site to focus on users and how they experience technology

Figure 7-5 Figure 7-6

Page 6: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Basic Principles of User-Centered Design– Understand the underlying business functions– Maximize graphical effectiveness– Profile the system’s users– Think like a user– Use prototyping

• Storyboard• Usability metrics

Page 7: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Basic Principles of User-Centered Design– Design a comprehensive interface– Continue the feedback process– Document the interface design

Figure 7-8

Page 8: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• 8 Guidelines for User Interface Design– Good user interface design is based on a

combination of ergonomics, aesthetics, and interface technology

1. Focus on basic objectives• Facilitate the system design objectives• Create a design that is easy to learn and

remember• Design the interface to improve user efficiency

and productivity• Write commands, actions, and system

responses that are consistent and predictable

Page 9: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Guidelines for User Interface Design2. Build an interface that is easy to learn and

use• Label clearly all controls, buttons, and icons• Select only those images that a user can

understand easily• Provide on-screen instructions that are logical,

concise, and clear• Show all commands in a list of menu items

Figure 7-10

Figure 7-11

Page 10: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Guidelines for User Interface Design3. Provide features that promote efficiency

• Organize tasks, commands, and functions in groups that resemble actual business operations

• Create alphabetical menu lists• Provide shortcuts so experienced users can

avoid multiple menu levels• Use default values if the majority of values in a

field are the same

Figure 7-12

Figure 7-13

Figure 7-14

Page 11: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Guidelines for User Interface Design4. Make it easy for users to obtain help or

correct errors• Ensure that Help is always available• Provide user-selected Help and context-sensitive

Help• Provide a direct route for users to return to the

point from where Help was requested• Include contact information

Figure 7-15

Figure 7-16

Page 12: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Guidelines for User Interface Design5. Minimize input data problems

• Provide data validation checks• Display event-driven messages and reminders• Establish a list of predefined values that users

can click to select• Build in rules that enforce data integrity• Use input masks

Figure 7-17

Page 13: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Guidelines for User Interface Design6. Provide feedback to users

• Display messages at a logical place on the screen

• Alert users to lengthy processing times or delays• Allow messages to remain on the screen long

enough for users to read them• Let the user know whether the task or operation

was successful or not

Page 14: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Guidelines for User Interface Design7. Create an attractive layout and design

• Use appropriate colors to highlight different areas of the screen

• Use special effects sparingly• Use hyperlinks that allow users to jump to related

topics• Group related objects and information

Page 15: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• Guidelines for User Interface Design8. Use familiar terms and images

• Remember that users are accustomed to a pattern of red=stop, yellow=caution, and green=go

• Provide a keystroke alternative for each menu command

• Use familiar commands• Provide a Windows look and feel in your

interface design if users are familiar with Windows-based applications

Page 16: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

User Interface Design

• User Interface Controls– Menu bar– Toolbar– Command button– Dialog box– Text box– Toggle button

– List box – scroll bar– Drop-down list box– Option/radio button – Check box– Calendar control– Switchboard

Page 17: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input technology has changed dramatically in recent years

• The quality of the output is only as good as the quality of the input– Garbage in, garbage out (GIGO)– Data capture– Data entry

Figure 7-21

Figure 7-22

Page 18: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input and Data Entry Methods– Batch input

• Batch

– Online input• Online data entry• Source data automation• Magnetic data strips or swipe scanners• POS, ATMs

Page 19: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input and Data Entry Methods– Tradeoffs

• Unless source data automation is used, manual data entry is slower and more expensive than batch input because it is performed at the time the transaction occurs and often done when computer demand is at its highest

• The decision to use batch or online input depends on business requirements

Page 20: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input Volume– Guidelines will help reduce input volume

1. Input necessary data only

2. Do not input data that the user can retrieve from system files or calculate from other data

3. Do not input constant data

4. Use codes

Page 21: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Designing Data Entry Screens– Most effective method of online data entry

is form filling– Guidelines will help you design data entry

screens1. Restrict user access to screen locations where

data is entered

2. Provide a descriptive caption for ever field, and show the user where to enter the data and the required or maximum field size

Page 22: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Designing Data Entry Screens– Guidelines will help you design data entry

screens3. display a sample format if a user must enter

values in a field in a specific format

4. Require an ending keystroke for every field

5. Do not require users to type leading zeroes for numeric fields

6. Do not require users to type trailing zeroes for numbers that include decimals

Page 23: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Designing Data Entry Screens– Guidelines will help you design data

entry screens7. Display default values so operators can

press the ENTER key to accept the suggested value

8. Use a default value when a field value will be constant for successive records or throughout the data entry session

9. Display a list of acceptable values for fields, and provide meaningful error messages

Page 24: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Designing Data Entry Screens– Guidelines will help you design data entry

screens10.Provide a way to leave the data entry screen at

any time without entering the current record11.Provide users with an opportunity to confirm the

accuracy of input data before entering it12.Provide a means for users to move among

fields on the form

Figure 7-24

Page 25: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Designing Data Entry Screens– Guidelines will help you design data entry

screens13.Design the screen form layout to match the

layout of the source document

14.Allow users to add, change, delete, and view records

15.Provide a method to allow users to search for specific information

Page 26: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input Errors– Reducing the number of input errors improves

data quality– A data validation check improves input quality

by testing the data and rejecting any entry that fails to meet specified conditions

Page 27: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input Errors– At least eight types of data validation

checks1. Sequence check

2. Existence check

3. Data type check

4. Range check – limit check

5. Reasonableness check

Page 28: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input Errors– At least eight types of data validation

checks6. Validity check – referential integrity

7. Combination check

8. Batch controls

Figure 7-25

Page 29: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Source Documents– Source document – Form layout– Heading zone– Control zone– Instruction zone– Body zone– Totals zone– Authorization zone

Page 30: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Source Documents– Information should flow on a form from left to

right and top to bottom to match the way users read documents naturally

– A major challenge of Web-based form design is that most people read and interact differently with on-screen information compared to paper forms

Page 31: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Source Documents– Dr. Jakob Nielson believes that users scan a

page, picking out individual words and sentences

– As a result, Web designers must use scannable text to capture and hold a user’s attention

– Layout and design also is important on Web-based forms

Page 32: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Input Design

• Input Control– Every piece of information should be

traceable back to the input data– Audit trail– Data security– Records retention policy– Encrypted – encryption

Page 33: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Output Design Issues

• Before designing output, ask yourself several questions:– What is the purpose of the output?– Who wants the information, why it is it

needed, and how will it be used?– What specific information will be included?– Will the output be printed, viewed on-screen,

or both?

Page 34: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Output Design Issues

• Before designing output, ask yourself several questions:– When will the information be provided, and

how often must it be updated?– Do security or confidentiality issues exist?

• Your answers will affect your output design strategies

Page 35: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Output Design Issues

• Types of Output– In the systems design phase, you must

design the actual reports, screen forms, and other output delivery methods

– Internet-based information delivery– E-mail– Audio

Figure 7-30

Figure 7-31

Page 36: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Output Design Issues

• Types of Output– Automated facsimile systems

• Faxback systems

– Computer output microfilm (COM)• Microfilm

– Computer output to laser disk (COLD)

Page 37: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Output Design Issues

• Specialized Forms of Output– An incredibly diverse marketplace requires

a variety of specialized output– Output from one system often becomes

input into another system– Although digital technology has opened

new horizons in business communications printed output still is the most common type of output

Page 38: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Although many organizations strive to reduce the flow of paper and printed reports, few firms have been able to eliminate printed output totally

• Because they are portable, printed reports are convenient, and even necessary in some situations

• Turnaround documents

Page 39: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Types of Reports– Detail reports

• Detail line• Control field• Control break• Control break report• Can be quite lengthy• Better alternative is to produce an exception

report

Figure 7-32

Figure 7-33

Page 40: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Types of Reports– Exception reports

• Are useful when the user wants information only on records that might require action

– Summary reports• Reports used by individuals at higher levels in the

organization include less detail than reports used by lower-level employees

Figure 7-34

Figure 7-35

Page 41: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• User Involvement in Report Design– Printed reports are an important way of

delivering information to users, so recipients should approve all report designs in advance

– To avoid problems submit each design for approval as it is completed, rather than waiting to finish all report designs

– Mock-up

Page 42: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Report Design Principles– Printed reports must be attractive,

professional, and easy to read– Report headers and footers– Page headers and footers– Column heading alignment

• Space columns of information carefully

Figure 7-36

Figure 7-37

Page 43: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Report Design Principles– Field order

• Fields should be displayed and grouped in a logical order

– Grouping detail lines• It is meaningful to arrange detail lines in groups• Group header• Group footer

Page 44: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Report Design Example– Revisit the Employee Hours report shown in

Figure 7-36. Although the report follows many of the design guidelines discussed, you still could improve it

– Too much detail is on the page, forcing users to search for the information they need

Figure 7-38

Figure 7-39

Page 45: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Other Design Issues– Good design standards produce reports that

are uniform and consistent– When a system produces multiple reports,

each report should share common design elements

– After a report design is approved, you should document the design in a report analysis form

Page 46: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Designing Character-Based Reports– Many systems still produce one or more

character-based reports– When report designers create or modify a

character-based report, they use a traditional tool that still works well, called a printer spacing chart

Figure 7-40

Page 47: Phase 3. Design Phase Chapter 7 – User Interface, Input, and Output Design

Printed Output

• Printing Volume and Time Requirements– High volume of reports can significantly

increase a system’s TCO– Length calculation– Time calculations

• Ppm (pages per minute)• Line printers

Figure 7-41

Figure 7-42