CIS Systems Analysis and Design Chapter Summary

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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 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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 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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 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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 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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 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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 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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 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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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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 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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 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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 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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 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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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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 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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 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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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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 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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 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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 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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 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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 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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 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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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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 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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 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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 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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 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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 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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 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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 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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 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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 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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 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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 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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 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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 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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 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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