Chapter 8User Interface Design
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1
Explain the concept of user interface design
and human-computer interaction, including
basic principles of user-centered design
Explain how experienced interface designers
perform their tasks
Describe rules for successful interface design
Discuss input and output technology issues
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2
Design effective source documents and forms
Explain printed output guidelines
Describe output and input controls and
security
Explain modular design and prototyping
techniques
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3
Goal of systems design – To build a system
that is effective, reliable, and maintainable
◦ A system is:
Effective if it supports business requirements and
meets user needs
Reliable if it handles input errors, processing errors,
hardware failures, or human mistakes
Maintainable if it is flexible, scalable, and easily
modified
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4
Will It Succeed?
◦ Suggestions for successful design
Think like a user
Carefully examine any point where users provide input or
receive output
Anticipate future needs and provide flexibility
Anticipate possible expansion
Offer several alternatives
Manage data effectively
System should enter and verify data as soon as possible
Input data must be close to its source
A secure system must include audit trails
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5
Users can design their own output
◦ System designers are more aware of user needs
and desires
Centralized IT departments no longer
produce reams of printed reports
◦ Customer-designed output is the current trend
The user interface has evolved
◦ Most user information needs can be met with
screen-generated data
◦ Continues to evolve with the use of mobile and
wearable devices
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6
Describes how users interact with a computer
system
◦ Comprises features that affect two-way
communications between the user and the
computer
Central to usability
◦ In a user-centered
system, the distinction
blurs between input,
output, and the
interface itself
FIGURE 8-2 Apple has long been a leader in creating
elegant user interfaces for its products.
Source: Apple
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7
Human-Computer Interaction (HCI)
◦ Describes the relationship between computers and
people who use them to perform their jobs
◦ Early user interfaces – Complex commands and
graphical user interface (GUI)
◦ Transparent user interface: Does not distract the
user
◦ Objective – To create a
user-friendly design that is
easy to learn and use
Figure 8-3 HCI is essential to employee productivity,
whether the work is done in a traditional office setting or
on a construction site like the one shown in this figure.
Goodluz/Shutterstock.com
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8
Understand the Business
◦ The interface designer must understand:
The underlying business functions
How the system supports individual, departmental,
and enterprise goals
Maximize Graphical Effectiveness
◦ A well-designed interface enables rapid learning
Think Like a User
◦ The designer must see the system from a user’s
perspective
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9
Use Models and Prototypes
◦ Designers can present initial screen designs to
users in the form of a storyboard
Users should test the design and provide feedback
Focus on Usability
◦ Include main options in the
opening screen
◦ Offer a reasonable number
of choices that a user easily
can comprehend
FIGURE 8-5 The opening screen displays the main options
for a student registration system. A user can click an option to
see lower-level actions and menu choices.
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10
Invite Feedback
◦ Monitor system usage and solicit user suggestions
◦ Determine if system features are being used as
intended by observing and surveying users
Document Everything
◦ Document all screen designs for later use by
programmers
◦ User-approved sketches and storyboards can be
used to document the user interface
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11
Create an Interface That Is Easy to Learn and
Use
◦ Focus on system design objectives
◦ Create a design that is easy to understand and
remember
◦ Provide commands, actions, and system responses
that are consistent and predictable
◦ Allow users to correct errors easily
◦ Clearly label all controls, buttons, and icons
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12
Create an Interface That Is Easy to Learn and
Use (Cont.)
◦ Select familiar images that users can understand
Provide on-screen instructions that are logical,
concise, and clear
◦ Show all commands in a list of menu items
Dim any commands that are not available to the user
◦ Make it easy to navigate or return to any level in the
menu structure
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13
Enhance User Productivity
◦ Organize tasks, commands, and functions in
groups that resemble actual business operations
◦ Create alphabetical menu lists or place the
selections used frequently at the top of the menu
list
◦ Provide shortcuts for experienced users
◦ Use default values if the majority of values in a field
are the same
◦ Use a duplicate value function, but allow users to
turn this feature on or off as they prefer
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14
Enhance User Productivity (Cont.)
◦ Provide a fast-find feature
◦ If available, consider a natural language feature that
allows users to type commands or requests in
normal text phrases
Provide Users with Help and Feedback
◦ Ensure that help is always available on demand
◦ Provide user-selected help and contextsensitive help
◦ Provide a direct route for users to return
to the point from where help was requested
◦ Include contact information
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15
Provide Users with Help and Feedback (Cont.)
◦ Require user confirmation before data deletion
◦ Provide an “Undo” key
◦ When a user-entered command contains an error,
highlight the erroneous part
◦ Use hypertext links to assist 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
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16
Figure 8-7 This menu hierarchy shows
tasks, commands, and functions organized
into logical groups and sequences. The
structure resembles a functional
decomposition diagram (FDD), which is a
model of business functions and processes.
Figure 8-8 The main Help screen for a
student registration system.
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17
Provide Users with Help and Feedback (Cont.)
◦ Provide a text explanation for an icon or image on a
control button
◦ Use messages that are specific, understandable,
and professional
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 navigate to
related topics
◦ Group related objects and information
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18
Create an Attractive Layout and Design (Cont.)
◦ Display titles, messages, and instructions in a
consistent manner
◦ Ensure that commands and similar mouse actions
will have the same effect
◦ Require the user to confirm the entry by pressing
Enter or Tab
◦ Remember that users are accustomed to a pattern
of red = stop, yellow = caution, and green = go
◦ Provide a keystroke alternative for each menu
command
◦ Avoid complex terms and technical jargon
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19
Enhance the Interface
◦ Opening screen is important as it introduces the
application
The starting point can be a switchboard with wellplaced command buttons for navigation
◦ Use a command button to initiate an action
◦ Try to create customized menu bars and toolbars
◦ Add a shortcut feature that lets a user select a
menu command
◦ If variable input data is needed, provide a dialog
box that explains what is required
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20
Enhance the Interface (Cont.)
◦ A toggle button makes it easy to show on or off
status
◦ Use list boxes that display the available choices
◦ Use an option button, or a radio button, to control
user choices
◦ If check boxes are used to select one or more
choices from a group, show the choices with a
checkmark or an X
◦ When dates must be entered, use a calendar control
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21
FIGURE 8-10 A data entry screen
for the student registration
system. This screen uses several
design features that are described
in the text. When a user clicks the
Find Student command button, a
dialog box is displayed with
instructions.
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22
Focus on Data Entry Screens
◦ Use the form filling method whenever possible
◦ Restrict user access to screen locations where data is
entered
◦ Provide a way to leave the data entry screen at any
time without entering the current record
◦ Provide a descriptive caption for every field
◦ Provide a means for users to move among fields on
the form in a standard order or in any order they
choose
◦ Allow users to add, change, delete, and view records
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23
Focus on Data Entry Screens (Cont.)
◦ Design the screen form layout to match the layout
of the source document
◦ Display a sample format like MMDDYY and use an
input mask
◦ Require an ending stroke for every field
◦ Do not require users to type leading zeros for
numeric fields or trailing zeros for decimals
◦ Display default values
◦ Provide users with an opportunity to confirm the
accuracy of input data before displaying it
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24
FIGURE 8-12 Microsoft Access provides various input masks for dates, phone numbers, and
postal codes, among others. In addition, it is easy to create a custom mask using the
characters shown here.
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25
Focus on Data Entry Screens (Cont.)
◦ Use a default value when a field value will be
constant for successive records or throughout the
data entry session
Use Validation Rules
◦ Sequence check: Used when the data must be in
some predetermined sequence
◦ Existence check: Applies to mandatory data items
◦ Data type check: Tests to ensure that a data item
fits the required data type
◦ Range check: Used to verify that data items fall
between a specified minimum and maximum value
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26
Use Validation Rules (Cont.)
◦ Reasonableness check: Identifies values that are
questionable, but not necessarily wrong
◦ Validity check: Used for data items that must have
certain values
◦ Combination check: Performed on two or more
fields to ensure that they are consistent or
reasonable when considered together
◦ Batch controls: Totals used to verify batch input
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27
FIGURE 8-13 Microsoft Access provides validation rules can improve data quality by requiring the input to
meet specific requirements or conditions.
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28
Reduce Input Volume
◦ Input necessary data only
◦ Do not input data that the user can retrieve from
system files or calculate from other data
◦ Do not input constant data
◦ Use codes as they are shorter than the data they
represent
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29
Garbage in, garbage out (GIGO): Quality of
the output depends on the quality of the
input
Source document: Collects input data,
triggers an input action, and provides a
record of the original transaction
A good form layout makes the form easy to
complete and provides enough space
◦ Information should flow on a form from left to right
and top to bottom
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30
Order and placement
of printed fields
should be logical
Totals should be
identified clearly
FIGURE 8-14 Source document
zones.
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31
Questions to be considered before designing
printed output
◦ Why is this being delivered as printed output?
◦ Who wants the information, why is it needed, and
how will it be used?
◦ What specific information will be included?
◦ Will the printed output be designed for a specific
device?
◦ Do security or confidentiality issues exist?
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32
Overview of Report Design
◦ Organizations strive to reduce the flow of paper
and printed reports
Users find it handy to view screen output, then print
the information they need
◦ Printed output is used in turnaround documents
◦ Reports must be easy to read and well organized
Database programs such as Microsoft Access include a
variety of report design tools to create reports quickly
and easily
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33
Types of Reports
◦ Detail reports: Produce one or more lines of output
for each record processed
Can be quite lengthy
◦ Exception reports: Display only those records that
meet specific conditions
Useful when the user wants specific information
◦ Summary reports: Reports that provide
comprehensive data
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34
User Involvement
◦ Users must approve all report designs in advance
A mock-up, or prototype, can be prepared for the
users to review
Report Design Principles
◦ Every report should have a report header and footer
Report header: Identifies the report, and contains the
report title, date, and other necessary information
Report footer: Contains end-of-report information
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35
Report Design Principles (Cont.)
◦ Page headers and footers
Page header: Includes the column headings that
identify the data
Page footer: Displays the report title and the page
number
◦ Repeating fields
Users’ opinion helps provide clarity
◦ Consistent design
Look and feel are important to users, so reports should
be uniform and consistent
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36
FIGURE 8-15 The Employee Hours report is a detail report with control breaks,
subtotals, and grand totals. Notice that a report header identifies the report, a page
header contains column headings, a group footer contains subtotals for each store, a
report footer contains grand totals, and a page footer identifies the page number.
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37
Output Technology
◦ In addition to screen output and printed matter,
output can be delivered in many ways
◦ Actual forms, reports, and documents have to be
created to be accessible from workstations,
notebooks, tablets, smartphones, and other devices
◦ Internet-based information delivery
Allows users to download a universe of files and
documents to support their information needs
Companies use a live or prerecorded webcast to reach
prospective customers and investors
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38
Output Technology (Cont.)
◦ Email – An essential means of internal and external
business communication
◦ Blogs: Web based logs
Useful for posting news, reviewing current events, and
promoting products
◦ Instant messaging – Useful for team members in a
collaborative situation
◦ Wireless devices – Data can be transmitted using
the Internet across a wide array of devices
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39
Output Technology (Cont.)
◦ Digital audio, images and video
Can be captured and stored in digital format
Can be attached to an email message or inserted
as a clip in a Microsoft Word document
◦ Podcasts
Used as sales and marketing tools, and to
communicate with the employees
◦ Automated fax or faxback systems
Allow a customer to request a fax using e-mail,
via the company Web site, or by telephone
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40
Output Technology (Cont.)
◦ Computer output to microfilm (COM)
Used by large firms to scan and store images of
original documents to provide high-quality
records management and archiving
◦ Computer output to digital media
Used when many paper documents must be scanned
and stored in digital format for quick retrieval
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41
Output Technology (Cont.)
◦ Specialized forms of output
Portable, Web-connected devices that can run multiple
apps
Retail point-of-sale terminals that handle credit card
transactions
Automatic teller machines (ATMs) that can process
bank transactions
Special-purpose printers
Plotters that can produce high-quality images
Electronic detection of data embedded in credit cards,
bank cards, and employee identification cards
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42
FIGURE 8-17 Input devices can be very traditional, or based
on the latest technology.
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43
Input Technology
◦ Batch input: Data entry is performed on a specified
time schedule, such as daily, weekly, monthly, or
longer
◦ Online data entry
Enables immediate validation and availability of data
Source data automation combines online data entry
and automated data capture using input devices such
as RFID tags, magnetic data strips, or smartphones
Fast and accurate, and minimizes human involvement
in the translation process
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44
Input Technology (Cont.)
Examples of source data automation
Point-of-sale (POS) terminals equipped with bar code
scanners and magnetic swipe scanners
Automatic teller machines (ATMs) read data strips on
bank cards
Factory employees use magnetic ID cards to clock
on and off specific jobs
Hospitals imprint bar codes on patient identification
bracelets and use portable scanners when gathering
data on patient treatment and medication
Retail stores use portable bar code scanners and
libraries use handheld scanners
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45
Input Technology (Cont.)
◦ Trade offs
Manual data entry is slower and more expensive than
batch input
Performed at the time the transaction occurs
Often done when computer demand is at its highest
Decision to use batch or online input depends on
business requirements
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46
Output Security and Control
◦ Companies use output control methods to maintain
output integrity and security
◦ Output security protects privacy rights
Shields the organization’s proprietary data from theft
or unauthorized access
◦ Security solutions
Diskless workstation: Network terminal that
supports a full-featured user interface but limits the
printing or copying of data
Port protector: Controls access to and from
workstation interfaces
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47
Input Security and Control
◦ Input control ensures that the input data is correct,
complete, and secure
Information should be traceable back to the input data
that produced it
Procedures must be put in place for handling source
documents to ensure that data is not lost before it
enters the system
◦ Data security policies and procedures protect data
from loss or damage
Companies should have a records retention policy that
meets all legal requirements and business needs
Audit trail files and reports should be stored and saved
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48
Modular Design
◦ Individual components, called modules, connect to
a higher-level program or process
Designed to perform a single function
◦ In a structured design, each module represents a
specific process
Shown on a data flow diagram (DFD) and documented
in a process description
Prototyping
◦ Involves a repetitive sequence of analysis, design,
modeling, and testing
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49
Prototyping (Cont.)
◦ System prototyping
Produces a full-featured, working model of the
information system
◦ Design or throwaway
prototyping
Used to verify user
requirements and is
discarded
FIGURE 8-21 The end product of system
prototyping is a working model of the information
system, ready for implementation.
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50
Prototyping (Cont.)
◦ Benefits
Users and systems developers can avoid
misunderstandings
System developers can create accurate specifications
for the finished system based on the prototype
Managers can evaluate a working model more
effectively than a paper specification
Helps in developing testing and training procedures
Reduces the risk and potential financial exposure that
occur when a finished system fails to support business
needs
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51
Prototyping (Cont.)
◦ Potential problems
Rapid pace of development can create quality problems
which may not be discovered until the finished system is
operational
System requirements, such as reliability and
maintainability, cannot be tested adequately using a
prototype
In complex systems, the prototype can become unwieldy
and difficult to manage
Clients may want to adopt the prototype with few to no
changes, leading to increased maintenance costs later in
the SDLC
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52
Purpose of systems design
◦ To create a physical model of the system that
satisfies the design requirements that were
defined during the systems analysis phase
User interface design must be based on the
perspective of the user
Types of printed reports
◦ Detail, exception, and summary reports
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53
Various zones in a document
◦ Heading zone, control zone, instruction zone, body
zone, totals zone, and authorization zone
Input methods include data capture and data
entry
Security and control plays an important role
in designing
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54