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Test Completion Criteria

Developing test completion criteria (or exit criteria) means setting specific goals that must be met in order to take your web site live. Once the criteria are set, the process consists of running tests repeatedly until you have successfully passed all the listed criteria and then documenting and making the web site live (or moving on to your next phase).

The process includes the following steps:
1. Develop completion criteria.
2. Test.
3. Compare test results with completion criteria.
4. If failed, implement changes and test again. If passed, then move on to the next phase.

Quite often you will base the completion criteria on the type of errors that might occur. For example, you may decide that it is okay for one or two minor errors to remain at the time of launch, but you would not want to allow any major errors that could crash the browser or fail to complete transactions. So when you are creating your completion criteria, be sure to evaluate the level of the error as well.

While it’s possible to develop a small site with absolutely no known errors, any reasonably large site will have a few problems, and insisting on zero defects may lead to indefinite delays of your launch date. Establishing a triage system allows you to be pragmatic in accepting some unavoidable problems while showing no tolerance for the worst types of problems.

The following are some example test completion criteria (i.e., criteria that must be met before the site may be launched).

Errors should not exceed: O mission-critical errors, 2 moderate errors, 10 minor errors (or break it down further as 2 minor coding errors, 2 minor platform errors, and 6 minor cosmetic errors).

Unit tests: All unit tests must complete successfully (no errors).
Load handling: Server must not tail with up to 1,000 simultaneous connection requests per second.

Site uptime: Server must perform at 99.5 percent availability between 8 a.m. and 8 p.m. Server must perform at 98 percent availability outside that time frame.

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The Home Button

Silly as it may seem, web page designers often seem to forget to include a link back to the home page. It’s easy to overlook.

A common convention is to put the company logo at the top left of a site and link the logo back to the home page.

While this convention is understood by many, we’ve seen lots of users who never think to click there, and if you don’t have a link labeled “Home,” they spend enormous amounts of time looking for it.

Always provide a clear, explicit Home button. We frequently put a “Home” label right below the company logo to help reinforce the convention.

Even if you don’t have a logo there, stick the Home button toward the top left, right where people expect it to be.

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Does your site provide appropriate orientation cues?

The actual terminology you use can significantly influence how well people can navigate. You must have links that clearly indicate where they lead (with effective information scent): and when people arrive at their destination, your site must provide appropriate orientation cues to indicate that the users have arrived where they expected to arrive.

Links and Labeling Systems
Work with a writer to design your link labels: getting this right is not as obvious as it may seem. Labels must communicate effectively, both in denotation and connotation, in meaning and feeling: they must be unambiguous, interesting, and appropriate to your overall corporate image.

If you decide to use icons for your links, make sure you label them with words as well – icons alone are rarely clear, especially for newcomers to your site.

Labeling systems are standards used to ensure consistency in vocabulary, style, and spelling. Labeling systems, for instance, will specify a controlled vocabulary, which establishes the preferred terminology that will be used throughout the site.

The controlled vocabulary helps ensure that you always choose the same word among two synonyms, for consistency.

Thus, it might resolve whether your products are called “Products” or “Offerings” or whether you refer to your customers as “Clients” or Customers. ” (When you design an index or a search engine, you have the opposite problem – that of enabling the synonyms, rather than restricting usage.)
 

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Ways to present navigation to the user

Navigation bars are so common that we simplify can’t avoid the shorthand of calling them navbars.

The navbar provides the primary mechanism for users to browse your site, and the appearance of the navbar establishes a framework for users to understand how the site is organized.

The navbar doesn’t have to be a comprehensive view of the underlying way the site is linked together.

The navbar provides a useful summary of the overall organization. In fact, the site can have many convenient links that aren’t represented in the navbar. Setting up shortcuts is critical to effective navigation.

Deciding Which Links To Show
Exactly which links should you show in a navbar? Too many links add clutter and confusion.

Too few links make navigation paths longer and slow down navigation. In addition, too few links will miss the opportunity to indicate to users how the site is structured and where they are within that structure.

Typically people need to get to the following places from any particular page: the home page, any subpages underneath this page, and the page at the top of the current section. Depending on their task, people also need to access the next and previous pages in a sequence.

When browsing quickly through sections of the site, accessing sibling pages, at the same level as the current page, helps users understand the scope of the site or to comprehensively search a site.

To go up in the hierarchy to any level of generality, you need access to any page above the current page, in the sequence of ancestors.

To have a visible reminder of the scope of the site, you need access to any of the top-level categories, and any of several types of helper pages, such as Contact, Site Map, or Shopping Cart, as well as any other page on the site.

Listed here are some of the most common navigation styles to satisfy these varied needs, but other navigation styles will undoubtedly evolve to satisfy the various tradeoffs.

Minimal Navigation
In its most minimal form, a site map or home page can link to all the pages of the site, and each page needs only one link, the link back Home:

(In this and the following examples, we present links in underlined gray that you would likely have visited in order to get to a page with this navigation, and present unvisited links in underlined black.)

In most cases, you can save a little time in browsing a hierarchical site by providing the list of links to subpages of your current page. Thus, when you get to the Products page, you’d want to see the subnav like this:

Products: Furniture Appliances Electronics Home Décor

This minimalist approach, especially without Next and Previous buttons, provides for a navigation scheme that is very low maintenance.

To add a page or remove a page, you simply add or remove the single link to it from the category it’s contained in.

The navigation is short, succinct, and easy for the user to comprehend. On the down side, the navigation doesn’t clearly indicate how the site is organized, and it’s significantly more time-consuming to click through to your destination than other approaches.

Breadcrumbs
Breadcurmbs show the hierarchy of pages in the most direct path from the home page to the current page. This is a succinct representation of the site structure and your current location within the structure.

You are here: Home > Products > Appliances > Toasters > QuickCrisp Deluxe
or
Home ? Products ? Appliances ? Toasters ? QuickCrisp Deluxe (You are here)

Some users may confuse this list with a traditional navbar, where each of the options is at the same level. The use of the greater-than symbol (>) or arrow (?) is intended to help them understand that the breadcrumbs indicate an ordered relationship, and the “You are here” seems to help.

Breadcrumbs make it easy to browse to any level of the hierarchy quickly and intuitively the set of links represents a good guess at where the user is most likely to want to go from here.

That is, the user is much more likely, when looking at a toaster, to want to look at other toasters or other appliances than to want to skip over to the Furniture section of the site.

In an alternate implementation of breadcrumbs, it’s possible with database-driven sites to list the actual path that a user took to the current location rather than the idealized hierarchy represented in traditional breadcrumbs.

This may provide more relevant options to the user, but loses the ability to indicate the structure of the site.

Top Level Categories
Providing a list of top level categories helps define the scope of the site to the user and makes access to the primary information quick.

About Us Products Locations Contact US
Toasters: QuickCrisp Classic QuickCrisp Deluxe NoBurn Safety Toaster

The subnav is shown for the current page, but intermediate categories are omitted, which keeps the navigation concise but makes navigation to those intermediate categories difficult.

By providing breadcrumbs along with the top-level categories, you can largely address this problem. This works well for shallow sites of one or two levels of navigation, but for sites with greater depth, the absence of intermediate navigation can be confusing.

(Note that while Home is technically above the other categories in the hierarchy, it’s a common convention to list it at the same level as the other top-level categories.)

Expanding Outlines
One of the most common navigation styles is to show a list of options, and to expand each topic, like an outline, as each category is selected:

This approach helps the user create a good mental map of the site organization. The vertical layout also lends itself well to vertical navbars on the left side of a page, and this enables items to be added and removed without having to redesign the layout of the page. The approach also works reasonably well in a horizontal approach, which you may see in text links at the bottom of a page.

The outline style is the closest alternative to simply showing all the links on the site and thus allows the fastest navigation of the options presented. This ability is to get quickly to any piece of content rather than forcing users through tedious paths is called direct access or random access.

The main problem with the outline view is that the list becomes unwieldy as the number of options gets large.

While it scales well to three levels of navigation, at four or more levels, it can become confusing and no longer space-efficient. In addition, while this organization is easy to provide in a database-driven site, it can be a monster to maintain if you are coding the site by hand, since changes in the structure require a lot of pages to be modified and tested.

Progress Bars
When pages fall into a natural linear sequence, a list of the pages with Previous and Next pages is a common convention:

1 2 3 4 5 6 7 8 9 | Previous Next
This is especially common for search engine results or for multipage articles and can work for multistep processes and any kind of ordered list.

Notice how the indication of visited links helps strengthen the paradigm by making it clear how far you’ve gone through the sequence and clearly indicating if you’ve skipped around.

Very Large Sites
None of the approaches described so far works terribly well for particularly large sites. On large sites, you need to carefully analyze the tradeoffs of all the information needs involved.

A typical approach is as follows: include a breadcrumb trail, utility pages (Contact Us and Site Map), the primary nav (top-level categories), and a subnav listing subpages of the current page.

You are here: Home > Products > Appliances > Toasters |Contact Us| |Site Map|
About Us – Locations

Toasters: QuickCrisp Classic  QuickCrisp Deluxe NoBurn Safety Toaster

As opposed to the outline approach, this avoids clutter, but it is takes a little more time for the user to decipher, as each navigation bar must be interpreted.

Standalone subsites
As sites become very large, one strategy is to create standalone subsites, where you include a link back to the main home (or a breadcrumb trail in the following example).

The subsite is presented as if it were a site unto its own, with its own home page and dedicated navigation, thus reducing the apparent complexity for users. This works well if, as in this example, the user’s main interest is really in Toasters.

You are here: Home > Products > Appliances > Toasters |Contact Us| |Site Map
Toaster Home – QuickCrisp Classic – QuickCrisp Deluxe – NoBurn Safety Toaster

In this example we’ve removed the boldface from the “You are here” in order to place the visual focus on “Toaster Home,” so that it really feels like its own site.

Here you can also see why we distinguished utility pages from the top-level categories, as we did in the previous example. When the top-level categories go away, we still need access to some of the most common utility links like Contact Us and Site Map.

Redundant Navbars
Providing a text navbar at the bottom of pages provides useful redundancy. If your main navigation is a set of graphic links, the graphics may not be accessible to users whose images are turned off or those using screen readers.

Also, if a page is long, it’s convenient to find navigation at the bottom of the page so that scrolling to the top of the page isn’t necessary just to navigate.

However, if pages are short or of varying lengths, this redundant text nav can be unnecessary clutter and actually confusing to users, who assume that if they see two navbar on the same screen, there must be a meaningful difference between them to minimize this problem, make sure there are no unnecessary inconsistence between the two versions of the nav.

If the pages are always short and the main nav is presented as HTML text, then there is really no need for redundant nav.

Rescuing Lost Users
When the standard navbar isn’t succeeding for users, it’s nice to have alternative ways of finding things. We’ll discuss giving users a Search option in more detail later. Other facilities for rescuing users who are lost include the following (these mostly correspond to utility pages, mentioned earlier).

Site Maps
Site maps aren’t necessarily intended to show every link on the site, though if well-structured, they work well showing as much as possible. Site maps help reinforce a good mental map of the site and give the user an opportunity to evaluate the scope of the site.

Complete indexes need to anticipate the range of synonyms that may be used and should use term rotation, a standard technique in book indexes where multiword terms can be looked up by any meaningful word in the term.

Thus, in addition to listing “usability evaluation” in an index, you need to list “evaluation, usability.”

Help Systems
While help systems can provide a number of types of information, a simple introduction in the help system can explain complex navigation bars, suggest search strategies, and provide tips for finding common topics.

Contact Information
Many users who despair of finding what they’re looking for will happily send a question to customer support or a site administrator.

 If you’re prepared to handle these requests promptly and helpfully, this is a great way to help out those in serious difficulties. If you track these questions, you can also identify which aspects of the site require improvement.

Live Customer Support
The technologies for live customer support are still somewhat in their infancy and may confuse the user further, but if you can organize it simply, this enables you to solve users’ problems in realtime (of course, this means you have to have someone on staff to take these calls when they come in).

Chat services enable text discussions with your users, and facilities to synch your browser with users help you understand the context of their questions. Live video connections can be even more compelling.

“Callback” services allow the user to enter a phone number and get an immediate return call. This works best, of course, when the user isn’t tying up the only phone line with an internet connection.

Just-in-Time Links
One of the most effective ways to help users find information is to anticipate where they’ll want to link to from any spot and provide those most-likely links.

For instance, if I’m registering for a conference, I’ll also want information about travel and accommodations.

If this information isn’t in the same section, a cross-link is crucial. At the bottoms of pages, include links that cue the user exactly where to go when they get done reading.
 

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Website’s organization schemes

In this section, we consider the various ways a site might be organized. The first step is to examine the nature of the information you’re dealing with.

Is it structured or unstructured? Is the information homogeneous (all pieces follow a similar pattern) or heterogeneous (no simple format works for everything)? Is the information specific and concrete or ambiguous? Do you have comprehensive coverage of information within a domain or jut scattered pieces?

Often, information can be massaged into a more coherent and complete form, so it’s worth spending time getting to know your material.

Topology
An initial organizational question is what structure or topology to build. The topology is the primary way that pages are linked together.

By far the most common topology is a hierarchy or tree. While hierarchies don’t fit all types of information, they have several important advantages: navigation through a hierarchy involves relatively few steps, it’s relatively easy to represent where the user is within a hierarchy, and hierarchies expand to fit more data relatively easily.

In a linear topology, pages are organized into an ordered sequence. Linear topologies work especially well when users must complete a process in a specific order, such as a purchasing process.

Many other types of data, such as product lists, may seem naturally linear, but are still better organized into a hierarchy for efficiency of browsing. Avoid forcing users to view items in a specific order unless it is absolutely necessary to go in that order to complete a process or make sense of a storyline.

A matrix or grid can be appropriate when information varies along two dimensions or follows a two-dimensional map.

While this is seldom adequate as the sole organization of the information, the information can be accessed as a hybrid between a hierarchy and a matrix.

For instance, in a product database, the user should be able to view a list of products and click down to an individual product (a hierarchical organization), but from the individual product page, the user may click to view the next color or click to view the next product (a two-dimensional organization).

A full mesh is a set of pages that are fully interconnected – every page is linked to every other page.

For a small web site or a small subsection of a site, this allows rapid navigation among related pages. For larger sites, however, a full mesh is not practical.
Sometimes information doesn’t lend itself to a formal structure, and an arbitrary network or web is appropriate.

The World Wide Web itself appears to have this kind of structure, with sites linking back and forth with other sites with no dominant structure, with sites linking back and forth with other sites with no dominant structure.

This kind of linking may be appropriate in certain research scenarios where the best structure hasn’t yet been discovered, and may be a necessary reality in any scenario without a central controlling authority.

Even so, imposing a hierarchy above such a structure can make it easier to use the information within. For example, Yahoo! provides such as imposed hierarchy for the Web as a whole.

Most of the time, topologies should not be absolutely pure. It’s fine to create shortcuts that cross from one subbranch of a hierarchy to another, and you’ll often find that a subset of a hierarchy belongs under more than one main branch, requiring two branches to share a subsection.

Hybrid designs often make more sense in a given domain than a pure approach. However, any such exception creates a potentially confusing situation for the user, so when you break out of the structure the user is expecting, provide strong cues about what you’re doing.

Breadth versus Depth
The main tradeoff is between scanning time and page traversal time. In some cases, fewer links in the navbar means less mental complexity in making a choice, which would seem better.

However, if the site is large, this initial decision will require that many more choices will need to follow, thus creating more opportunities for users to make a mistake.

In the end, up to a reasonable limit, having more links is better (that is, a broad structure), provided that the navigation is well organized.

However, if the navbar doesn’t fit on one screen, scrolling can make scanning the options significantly longer. Also, if the font size is small, scan time goes up. Thus, a practical upper limit to the number of links is roughly the number that will fit on a single screen at a reasonable font size.

We disagree with the common recommendation that a limit of seven links at each level is about optimal (usually argued for on the basis that people can remember about 7 (2 items). It’s not clear to us why memory for a list of links should be a major factor in the task of navigation.

In fact, evidence suggests that people get confused about their location when in hierarchies that are deeper than three levels, and this suggests a limit to the depth, rather than the breadth, of a site.

In one of the few studies directly addressing the issue of breadth (Larson and Czerwinski 1998), researchers found that two levels below the home page was in fact better than three levels (even if each level was fairly broad), and that 16 links in a navigation bar worked better than 8 or 32.

That study had its own limitations, but we’d argue that, based on this study and the tradeoff of scan time and page traversal time, sites should generally be no deeper than three levels and no broader than about 16 options.

Greater breadth is possible provided that the list is well organized (i.e., in a clear order and grouped well) and that the links are easy to understand without further explanation. This breadth and depth allows for over 4,000 pages, so should be adequate for many sites.

Semantics
Semantics refers to that aspect of the organization based on the meaning of the material. Some broad organizational alternatives are based on how you want to conceptually divide the top-level categories. Below are some alternative methods of organization.

Task Based Organization
This approach organizes around the principal tasks that a user must accomplish on the site. The main navigation items are labeled according to these tasks, such as “Send flowers,” “Choose a gift,” and “Contact Us.”

Each choice goes to a page that either refines the task options or begins the first step of each task. Task-based organizations are usually the best choice, and where other organizations work well, it is usually because they fit the user’s task well.

User Type
This approach organizes around the principal types of users who come to your site, so the main navigation includes options like “For our customers,” “For our employees,” “For shareholders,” and “For vendors.”

Often, the second level of organization under these options is a task-based navigation, where the tasks are selected for each type of user.

Topical
The topical approach divides the domain into logical categories based on the information content rather than the users or their tasks. This works well when the user’s goal is to find information related to a specific topic.

An example is breaking up a “Products” section into logical product categories, such as “Cars,” “Trucks,” and “Vans” for an automotive site.

Organizational Structure
As a form of topical organization, sometimes a site will be organized around the internal structure of an organization, often because this is the easiest way to organize the collection of content for the site and to manage changes within each subsection.

An example of such a site organization is “Our president,” “Sales,” “Customer service,” and “Research and development.” This is seldom the best way to organize information for your users except perhaps for an intranet.

Life Event
This organization is based on correlating with major events in a persons’ life. This is like taking a broad perspective on the task-based approach (each life event encapsulates one or more tasks) and may be appropriate in very general portals, with links like “Buying car, “Buying a house,” “Getting an education,” and “Finding a job.”

Implementation
This organization fits the way the site is implemented, such as dividing off secure areas from nonsecure areas or placing access to different databases into different sections. This may be necessary when connecting a new site to a legacy system (an old system that you’re not able to significantly modify).

This is seldom an optimal basis for architectural decisions, from a usability point of view. When necessary, the key is to make the transition between different organizations obvious to the user so you don’t create a false expectation of consistency.

It branches to separate pages, presumably based on which database is searched, rather than the more logical approach of going to a single page with combined results from both databases.

Systematic Organization When No Semantic Relationships Exist
When no meaningful organization of the information is apparent, it may be more appropriate to simply present the options as an alphabetical list. For instance, a list of people may not fit into logical categories.

How pure should you be in choosing an organization? Do sections always need to be mutually exclusive? Does the taxonomy have to represent exactly equivalent categories at each level?

While some will argue for a pure classification system, you’ll usually find that it imposes too serious a constraint on the organization, and you’ll find that making reasonable exceptions will rarely confuse the user.

In other words, if you were designing pets.com. your main navbar could contain Gogs, Cats, Fish, Reptiles, and Contacct Us. Of course, you’d want to visually distinguish the Contact Us to make it perfectly clear, but this list is unlikely to confuse any users.

Terminology
Regardless of the way the organization is broken down, the perception of categories can be heavily influenced by the terminology used to label categories. Thus, “Buying a Car” and “Renting a Truck” focus more on providing information, while “Buy a Car” and “Rent a Truck” focus more on making the transaction.

Some users will avoid clicking on “Car Buyers” because they’re just looking,” but wouldn’t have any trouble following a link labeled “Cars.” Thus, select a label, and its specific phrasing, that sets up the right expectations.

Order
The order of options in a navigation bar guides the user’s understanding of the overall organization and can have a major influence on the speed of navigation.

The order of topics affects a user’s scan order and the memorability of items. When topics have no particular order, users will typically scan the items first to last, or sometimes last to first.

In this case, the first few items will be spotted first and remembered best (a factor called primacy), and the last item or two will be similarly easy to spot and easy to remember (since they’re the last items to be read, they’ll remembered best, a factor called recency).

When topics fall into a predictable order, such as alphabetic or chronological lists, the user can scan more quickly to the item of interest.

When a logical or conventional order is available, it’s often the best choice. For instance, products may be listed alphabetically or by price.

However, especially at the top level of a site, frequently no logical order is possible. In such cases, the order should typically be by task priority – what is the most common or most important task or tasks?

Place the most important options in the first few slots and possibly as the last item in the list.

Support Pages
While most of your site is probably organized around your core content, a variety of pages are provided to make it easier for your users to effectively use your content and complete their tasks. These include pages devoted to navigation (router pages), help pages, and error pages.

Router Pages
Router pages are designed to help people navigate to their destination. They include your home page site maps, tables of contents, indexes, and intermediate your pages where users choose among options to hone in on their target content.

While these pages can be crucial aids to your user, avoid overusing pages with navigation but no content. Look for opportunities to provide users with applicable information at the first opportunity.

That is, promote content to the highest-level page where you know the user would want it. Content pages can also provide routing functionality, by including standard navigation tools and by including relevant shortcuts.

Avoid dead ends, where users get to a page with no outbound links. Whenever you have a good idea what information users may want next, include links at the bottom of the page to help guide them to the appropriate spot.

Help Pages
Some types of help pages may fall naturally into your site structure, such as Reference pages, Frequently Asked Questions, Customer Support, and Contact pages. However, context-sensitive help, where relevant information is provided from any point in the site, may involve hundreds of pages that don’t fit into a natural site topology.

For instance, you may want to provide help buttons in input forms, so that a user can pop open a window with examples of appropriate form responses.

These types of pages can be diagrammed independently from your main site architecture, and you may indicate where they’re used simply by marking pages from which help is available with an asterisk in your site diagram. An example of context-sensitive help is shown in.

Error Pages
Similarly, error pages can occur from many different points in the site, and many different error pages may appear from input. These usually need to be handled as a special case in the site architecture.

Of course, you should design so that error pages are infrequently needed, but where they are needed, you should document what types of errors can occur after form input for each form.

Typical types of user error include missing data, invalid input values, and invalid passwords. You should also list error pages that must be designed for the whole site, such as file-not-found pages.

While most sites leave these as the default error pages provided by the server, careful design on these pages could help people correct their mistakes more effectively. For example, a file-not-found page should indicate what URL the user entered, suggest that the user check the spelling, provide links to pages the user was likely to be looking for, and other recourse to contact someone for additional help or to report a bug. Illustrates a user friendly error page.

Paths
A path or trail is a sequence of pages designed within an overall structure to provide a linear experience for the user, to provide a single coherent narrative within a larger collection of information. This may serve, for instance, as a guided lour through a web site.

A path can be built into a site so that the user will have only one single option at all points. Some designers use this approach to force users through a set of pages to ensure that the users see all the information the designers meant them to see.

Thus, some have suggested the use of entry and exit tunnels, sequences of pages users must go through when entering or exiting a site before they have spend getting to the desired destination, which decreases the probability they’ll persevere to completion.

This narrow path approach is necessary for certain types of transactions, where each page depends on information gathered on previous pages.

In “wizard” style interfaces, a user goes through a sequence of pages, answering prompts on each page. This can be useful when it considerably simplifies the interface, provided that users can escape the process when they need to.

A site can also provide a “suggested” path without actually constraining the user to follow it. Including Previous and Next links on pages can allow users to easily traverse a path through your site, while the presence of a traditional navbar gives them the option of going directly to the information of most interest to them.

Paths can be built outside the structure of the site as well. For instance, other sites can build frame-based views on your content, allowing them to show the user a limited subset of interest.

Similarly, a secondary window can be designed with Previous and Next buttons, which take users through a given subset of your information. These types of use make sense when someone is developing a tutorial or presentation and drawing information from a large collection of material.

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Maintaining and expanding your website

Sites will grow and change. These changes may not even be under your control. Your site may require maintenance due to link not (links to external sites that go offline or change their addresses), server upgrades, and new browsers that are introduced without total backward compatibility.

Change involves costs and risks. If pages are added or removed, this takes time and cost. It also may introduce errors and inconsistencies into your site.

If these inconsistencies are left unchecked, your site will slowly degenerate, becoming less and less usable.

An architecture style guide can help to maintain a stable architecture throughout the changes. It specifies not only the standards used in the organization and labeling schemes, but also documents the policies, processes, and procedures for making changes and testing them. There are several typical procedures to document.

1. Inserting a new low level content piece. The style guide should document how to update the navigation, generate the new graphics, fix the navbars and titles, examine the need for shortcuts, and perform quality assurance.

2. Inserting a new category, Documentation should include determining what location is appropriate, deciding how many options are too many, and when the architecture needs to be reorganized.

3. Removing pages and/or categories, and saving data being removed in case it needs to be recovered. Documentation should include working with outdated links both internal and external, updating navbars, and performing quality assurance.

4. Archiving out-of-date information (but keeping it live). Old news stories and old product support information may need to remain online even if they’re not actively relevant, necessitating their removal from the primary navigation and placement into an archival section of the site.

5. Your documentation should include updating links and navbars and conforming to a systematic organization and file-naming scheme for archival data.

The cost of these procedures will be influenced by a number of design decisions, including the number, choice, and layout of links on each page, the number of external links, the decision to use text links versus graphics, the overall coherence of the architecture, and whether the site is statically coded or database-driven.

Database-driven sites can automatically generate site maps, indexes, and navigation, which can dramatically reduce costs and ensure a higher level of quality through consistency.

On the other hand, automatically generated site maps and indexes can suffer from some problems, such as including poorly labeled or redundant items, or missing important synonyms and rephrasings.

The style guide should include the rationale for the architecture and provide a labeling scheme for consistently naming new topics. Content policies for pages establish what can be said and how, as well as indicate what can link to where.

For instance, there are frequent battles within companies over what get linked from the home page, the most valuable real estate on the site.

A policy for submitting link requests, and approving, prioritizing, and scheduling them can go a long way toward fairly and rationally resolving these conflicts.
 

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Bottom-up versus top-down design to developing an initial architecture

Two broad approaches to developing an initial architecture are bottom-up and top-down design. In bottom-up design, you gather all of the intended materials and categorize them, building up to higher levels of categories.

In top-down design, you specify the top-level categories, and break each category down into smaller pieces until you’ve identified the lowest level of information.

Top-down helps identify missing pieces that are needed to complete a category, and bottom-up identifies missing categories that are needed to include every piece of content.
As an example, consider constructing a web site about poetry.

In the top-down approach, you consider what information to provide at the top level, perhaps Poets, Poems, and Forms.

Then you break down each main topic. Forms might consist of Sonnets, Haiku, Free Verse, and so forth. Poets might be broken down by country or historical period. You keep breaking this down further until you have all the topics you feel you need.

In contrast, a bottom-up approach to a poetry web site might start with the question, “What materials do I have available or can I construct for this site?”

You decide that you have a few hundred poems you’re able to provide, and you then determine that each poem would go on a page of the site. Then you determine how those poems might be grouped.

Perhaps one set represents Love Poems, another set Nature Poems, and a third set French Surreal Poetry. Those form your low-level categories.

If this is all you have, then you’re done (and you avoid having to create all the material for Poets that the top-level breakdown suggested). If you also have other materials, you could group these under Poetry Genres and continue.

In practice, both top-down and bottom-up approaches are usually taken, going up and down the levels of organization and refining in each direction.

Representing the Architecture
In the course of developing a web site architecture, you’ll need to diagram or otherwise represent the architecture to illustrate your ideas and communicate them with clients and your development team.

The form of representation you choose will depend on your target audience, what it need to do, and your ease of putting the diagram together and modifying it. Presents a variety of ways to represent your architecture, including outlines, flowcharts, tree diagrams, sexy diagrams, wireframes, and page schematics.

Whichever representation you choose, you’ll need a way to represent several common concepts within the diagram.

For instance, the home page needs to be easily identified and is usually obvious by its position at the top.

Other pages may need to be marked according to their development status (e.g., “waiting for content for these pages,” “these pages are planned for Phase 2,” or “these target our international users).

Techniques for identifying these characteristics include annotating the diagram with comments, coloring nodes, grouping pages, using special borders (thick or dotted lines), and putting boxes around related nodes. Include a legend with your diagram if you end up using special markings.

Six common diagramming conventions include:

• Using dotted outlines around pages to distinguish proposed pages from current pages.
• Drawing pages as a stack when they form a highly related series, such as a set of otherwise-identical product detail pages.
• Embedding boxes within a page box to indicate different content pieces within a page.
• Dotted lines to indicate shortcut cross-links that don’t appear in the primary navigation.
• Arrows indicating links to or from external sites.
• Rounded boxes (or another shape) to indicate dynamically generated pages (such as search results).

Card Sorting
While we can determine the structure of a web site through analysis, when confronted with uncertainty, a good approach to take is to get our prospective users to suggest organization for the site.

The card sorting technique is a very useful approach to understanding what natural categories people have for the domain. It is especially appropriate when the designer is not a domain expert and needs the insight of the users or when several alternative organizations are possible.

The card sorting technique has its roots in the psychological investigation of how people form concepts and categories.

How to Do an Open Card Sort
Several approaches to card sorting are available, but the most common is the open card sort. The steps for an open card sort follow.

1. Label the cards
Get a set of index cards and put the names of each low-level concept on a card. For instance, to organize animals, we’d put the terms “dog,” “cat,” “giraffe,” “pufferfish,” and so forth onto the cards. However, we didn’t label any cards with categories like “mammal,” “canine,” or “plant-eaters” – we want the users to suggest such categories.

2. Brief the users
Bring in users and explain that the purpose is to generate an organization for the web site. Their instructions are “Organize these cards into groups. Remember, there is no one right answer, so choose the grouping that makes the most sense to you. After you’ve divided these cards into groups, label each group.”

3. Let the users group the items and label the groups
Avoid interfering or answering questions about the categories – you want to see what makes sense to the users.

If they don’t understand a term you’ve provided, you might ask them to exclude it. After they’re done, you can then explain the term, see if they would have called it something different, and ask them to ft it into their categorization scheme.

4. Listen to other comments about the content
Allow users to suggest missing topics, topics that don’t fit, and topics that they consider to overlap.

5. Group the groups, or subdivide the groups
For small sites, no further grouping may be needed. But for larger sites, you’ll need to generate the next level of the hierarchy. Some users will have created a lot of groups, such as “canine,” “feline,” “rodent,” and so forth.

Ask these users to create larger categories that group together the groups they’ve already defined. Other users will have created only a few groups, such as “mammal,” “fish,” and “bird.”

Ask these users to look for subdivisions within any large group. Once again, ask for labels the new groups they create.

6. Write down the hierarchy the users created, and repeat with more users
Usually, about five users are enough to have a sense of how people organize the domain, but when users have conflicting organizations, you may want to ask more.

An example of a conflicting organization in this domain is having some users group “wolf” and “bobcat” as “wild animals” and “dog” and “cat” a “domestic animals,” whereas others group “wolf” and “dog” together as “canines” and group “bobcat” and “cat” together as “felines.”

7. Combine the results
Statistical methods exist to take these alternative hierarchies and an organization that fits the data best (a technique called cluster analysis), but usually it’s sufficient to eyeball the results and spot the dominant organizational schemes.

A simple count of how many people grouped any two items together provides a useful metric of how confident you can be in grouping them.

After you’re done, you’ll also need to do some cleanup, patching up incomplete categories and choosing among alternative group labels. You may even jot down which items were less certain; later information may help resolve the ambiguities.

Limitations
Card sorts are extremely sensitive to your original choice and phrasing of concepts on the initial set of cards. The organization is affected if your cards are misinterpreted or you fail to include every topic that will be on your site (or include topics that are beyond the scope of the final site).

Thus, you may choose to include a brief description on each card. For example, rather than simply labeling a card “The NX47c Ultrathin,” you may want to provide a description, such as “a low-cost and very small personal computer.”

In addition, you may ask users to suggest additional topics they feel are missing or suggest topics they feel should be thrown out.

While user input on the grouping of items is extremely useful, their suggested category labels are not necessarily very good.

They provide some helpful directions for the types of words users apply in their domain, but frequently labels suffer from problems of ambiguity, overspecificity, overgeneralization, double meanings, and inconsistency.

User-suggested labels provide a good beginning for your development of optimal labels, but you will still need to analyze the labeling schemes.

Variations
A closed card sort constrains the users by providing the low-level concepts and the categories. The user must fit each concept into a predefined category.

This approach is helpful after the categories have first been determined from an open card sort, and when content is being added to a preexisting site.

Another approach is to do similarity matching. Using the same set of cards, you ask people to rate the similarity of every pair of cards (this is relatively fast if it’s done on computer).

Using the same statistical technique of cluster analysis, you can then determine how concepts are grouped, based on the items in the group being rated as similar.

The main limitation is that you don’t get the opportunity to ask the user what to call the groups, although you can get some idea by combining this with an open card sort. The main advantage of similarity matching is that you get more refined data from each user than with a card sort.

For each user, a card sort tells you whether two cards belong in the same group or not, but similarity matching indicates how much a card may below in other groups as well, allowing the data to reflect that concepts can be divided along several dimensions.

An alternative, reflecting the top-down approach described earlier, is to provide users with the top-level categories and ask them to generate lower-level concepts that they’d expect to find under each category.

This can work well when users are experts in the domain. Regardless, you can’t expect that users will be complete in the concepts they identify, but the exercise can suggest missing concepts and also suggest which concepts are most salient to users (the ones that are suggested first, and mot often).

Testing the Architecture
After each design iteration for the architecture, some kind of evaluation is useful to make sure the architecture is effective.

Whenever possible, you should also test the architecture with users to confirm that they are able to successfully navigate it.

Until the site is actually constructed, a simple testing approach is to build a quick wireframe prototype of the site, with page titles and navigation buttons, but only minimal content (as much as is needed to perform the tasks).

Ask users to perform their main tasks on the site, watching for labels they misconstrue or times they stray from the most efficient path, or times when they fail to complete the task.

Architecture Review Checklist
The architecture review checklist (see Form 5-1; download from http://www.mkp.com/uew) summarizes many of the architecture design points.

While this list is good for design issues, it’s especially intended to be used to critique an architecture. After developing a proposed architecture, step through this checklist to identify problems, or ask an outside reviewer to use this in critiquing your architecture from another viewpoint.
 

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The process of developing an architecture

An architecture for your web site comes from taking all of your materials and organizing them into a structure that helps the user navigate efficiently. You’ll present this information in a site outline or diagram that is used to guide the development of the site.

You may also create detailed specifications for the content, navigation, and maintenance of the web site. All of this design work will be based on analysis of the site requirements, the patterns and relationships inherent in the content, and user testing.

Developing an Architecture
A typical process for developing an architecture is as follows:
1. Review prior art
Review the results of your requirements and task analyses. Review earlier versions of the site you’re developing and competitor sites. This develops a list of potential content pieces, candidate labels, and candidate organization schemes.

2. Evaluate your content
Identify content pieces for your site by reviewing what information you have available and what information your users need. Evaluate the quality and completeness of your content.

Specify, and design any content that is still needed. Create a content inventory, which specifies the complete list of content for the site and what pieces remain to be developed.

3. Create and evaluate your core structure
Brainstorm candidate content categories and site structures. Example structures are discussed in the next section on Organization Schemes.

Create an organization of your content based on information structure, task structure, user types, and card sorting. Decide which content pieces belong together on a page. User test and refine the organization of the base architecture.

This core structure should work well even before you’ve implemented helpful tools such as shortcuts and search engines.

4. Add shortcuts, redundant links, and supporting pages
Review your primary tasks and procedures and map them onto the site organization. Optimize the architecture to be efficient for the highest priority tasks. Review the primary user types and optimize for each of them.

Add appropriate shortcuts and redundant links. Add necessary support tools, such as Help, Site Map, and Search. If possible, implement this architecture into a barebones web site for user testing.

5. Develop and evaluate the navbar and orientation cues
Refine the layout and presentation of the navbar and orienting information, such as headers and page titles.

Establish final labels and graphics. Since the presentation of the navigation can have a strong effect on user’s mental maps and their ability to scan the options, user-test this version of the design when possible.

6. Create final design specs
Get client sign-off on the organization and labels. Create a final site outline or diagram, final content specs, design rationale, and maintenance specs.

7. Implement the architecture and verify its implementation
Build the web site and update the specifications as needed. Test that the site conforms to the specifications.

8. Train site-maintenance staff
Web sites quickly stray from a coherent structure as pages are added and removed. Train those who maintain the site to correctly interpret and apply the maintenance specs, so they know the standards for updating the site and testing those updates.

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How the Browser Facilitates Navigation

A final piece in understanding how people navigate is to consider the tools the browser provides to users to enable them to navigate.

Here are examples of how browsers may support navigation. The location bar enables users to enter a domain name or extended URL to go directly to a site. People will use this to guess a likely domain name out of the blue (I’m looking for flowers, so I’ll try flowers.com”).

Some beginners regularly confuse this with a search box and will enter their search terms here. Surprisingly, it works more often than you’d expect, contributing to the confusion.

The Back button is used a lot, and sites should remove the button bar only after careful consideration, because this is users’ most common resource when they’ve gone in the wrong direction.

However, users will not always use the Back button, so you need to provide links on every page as well, even f they just go back a page. On the other hand, the Forward button is somewhat less commonly used than the Back button.

Browser-specific buttons take people to specific sites, such as the Home button, Search button, Netscape’s “What’s Related” button, and standard menu items for browser-featured sites.

 Links are displayed by default as blue underlined text. Also, even when links are applied to graphics, the browser provides support for showing the URL of a link in the status bar when the user mouses over the link.

ALT tags and link titles may also appear on mouseovers. Bookmarks/Favorites allow users to revisit favorite pages. The Go menu provides a history of visited sites, allowing users to backtrack to comfortable sports when they get lost.
 

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The Primary Cost Tradeoff: Scanning versus Page Traversal

Two major mental and time costs are involved in navigating: the cost of scanning and deciding among the range of link choices and the cost of clicking on a link and waiting for the next page to load.

When people click through to a new page, they run a risk of not finding what they need and therefore backtracking. When pages load slowly, this cost is very high, and people will spend more time carefully reading through the links and choosing the most suitable option.

On the other hand, when there are a large number of links (consider all the portals that show hundreds of options on a single page), then the cost of reading every link is high, and people will decide to try following, a link rather than finish reading the remaining options.
This cost tradeoff affects how many links we display on a given page. If there are too many, people won’t read all the options.

If there are too few, people are more likely to make an error in their selection because the labels are less informative and specific. Because pages don’t download instantaneously, people are generally more willing to read through lists of links than we expect, and so a larger number of links is appropriate.

This tradeoff also suggests that we need to minimize these costs, so keep the download time of pages short of minimize the page traversal time, and make link labels clear and legible to minimize scan time.

A popular but ill-conceived techniques is to use icons for links and to use rollovers to display the labels.

This is called mystery meat navigation (you’re not sure what meat you’ve got until you bite into it) or minesweeping (let’s roll over everything and see if any surprises pop up.

The problem with such an approach is that you’ve dramatically added to the cost of scanning through the alternatives of where to go on the web site, thus significantly slowing down site navigation.

As much as possible, try to make the navigation self-explanatory at a glance rather than forcing users through a problem-solving process.

Garden Paths
When people confidently follow a sequence of links that seems to lead to their goal only to find that what they’re looking for isn’t there, this is called a garden path, a pretty path that leads to nothing.

At the end of a garden path, people have several options: abandon the search in exasperation (a lot uncommon choice); backtrack using the Back button until they find a feasible alternate route; click on the Home button and start the search from scratch; follow the main navigation links to look in another area (saving one step versus going to the home page); or visit one of these pages that offers some help: Help FAQ, Contact, Site Map, Site Index, Search. You’ll see each of these strategies, so support each alternative.

Sense-Making
The process of piecing together a mental map of a site from the information provided is sometimes called sense-making. People may form a mental map from the moment they see the first page on your site, but they progressively refine this model as they visit each page.

Since people may follow many different paths through your site, make sure that the sequence of pages they view will add up to a coherent story no matter what path the user takes.

In forming this mental map of your site, users are also ganging the scope of your site, estimating how much information is available, how many pages are likely to be involved, how broadly you sample topics, and how specifically you address topics.

They estimate the scope of the site based on what you explicitly say is the topic of the site, how comprehensive your links appear to be, and how detailed your page content is.

For a large site, it can be very difficult to articulate for the user how much detail you provide, but communicating this may be essential to keeping the user engaged with your site.

Knowledge of the scope helps users decide if certain information will be available on your site, decide when they’ve finished reading the relevant information (very important for information foraging), and decide whether they have the time to read the information now or need to return later.
 

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