Criteria and heuristics

Ergonomic Criteria for the Evaluation of User Interfaces of Bastien and Scapin

Use the Bastien and Scapin criteria to do heuristic assessments and ergonomic audits faster with Capian.

Introduction to Bastien and Scapin Heuristics

First of all, who are Bastien and Scapin ? They are two scientists in ergonomic psychology and cognitive ergonomics who have chosen to focus on user experience and human-computer interfaces. The ergonomic criteria presented below were created in the context of a research project in the mid-90s.

The goal of this research was to find a method or tools that would allow the integration of human factors in the design process of human-computer interfaces.The need to have criteria was felt when explaining, something was needed to express the desired concepts.

Download the full version Download the cheat sheet

Criteria and heuristics

Thanks to the criteria, it is now possible to define what is good or bad in the evaluation of human-computer interface. The importance of having criteria also allows several other advances: :

  • • It saves a lot of time, because now we know what to look for.

  • • The criteria are very explicit, so there is a possibility that non-specialists can use them.

  • • Given the plurality and accuracy of Bastien & Scapin's criteria, they are infinitely repeatable.

Based on hundreds of recommendations, the criteria were created through a sorting system, once all the recommendations were gathered, Bastien & Scapin started labeling the packages to create criteria. Bastien & Scapins' ergonomic criteria fit perfectly with the current nomenclature of any digital environment, be it a mobile or web interface.

Here's an interview (in French) of Christian Bastien where he talks about the origin and the creation of their Ergonomic Criteria.

For this page, we have extracted Christian Bastien and Dominique Scapin's original list from their PDF paper

Top-level heuristics

Guidance

Refers to the means available to advise, orient, inform, instruct, and guide the users throughout their interactions with a computer.

Learn more

Workload

Concerns all interface elements that play a role in the reduction of the users’ perceptual or cognitive load, and in the increase of the dialogue efficiency.

Learn more

Explicit control

Concerns both the system processing of explicit user actions, and the control users have on the processing of their actions by the system.

Learn more

Adaptability

Refers to its capacity to behave contextually and according to the users’ needs and preferences.

Learn more

Error management

Refers to the means available to prevent or reduce errors and to recover from them when they occur.

Learn more

Consistency

Refers to the way interface design choices are maintained in similar contexts, and are different when applied to different contexts.

Learn more

Significance of codes

Qualifies the relationship between a term and/or a sign and its reference.

Learn more

Compatibility

Refers to the match between users’ characteristics and task characteristics on the one hand, and the organisation of the output, input, and dialogue for a given application, on the other hand.

Learn more

Try Capian

And use Bastien and Scapin heuristics and criteria to quickly review websites and apps.

Sign up for free

1. Guidance

Definition :

User Guidance refers to the means available to advise, orient, inform, instruct, and guide the users throughout their interactions with a computer (messages, alarms,labels, etc.), including from a lexical point of view.

The criterion Guidance is subdivided into four criteria: Prompting, Grouping/Distinction of Items, Immediate Feedback, and Legibility.

Rationale(s) :

Good guidance facilitates learning and use of a system by allowing the users: to know at any time where they are in a sequence of interactions, or in the accomplishment of a task; to know what the possible actions are as well as their consequences; and to obtain additional information (possibly on demand). Ease of learning and ease of use that follows good guidance lead to better performances and fewer errors.

1.1 Prompting *

Definition :

As it is used here, Prompting has a broader definition than usual. Here it refers to the means available in order to lead the users to making specific actions whether it be data entry or other tasks. This criterion also refers to all the means that help users to know the alternatives when several actions are possible depending on the contexts Prompting also concerns status information, that is information about the actual state or context of the system, as well as information concerning help facilities and their accessibility.

Rationale(s) :

Good prompting guides the users and saves them, for instance, from learning a series of commands. Good prompting also allows users to know exactly the current mode,where they are in the dialogue, as well as the actions that resulted in that context.Thus good prompting helps users to navigate in the application or the system and helps to reduce errors.

Examples of guidelines:

  • For data entry, provide the user with the required formats and acceptable values; e.g., include in a field label additional cueing of data format (e.g., Date (mm/dd/yy): _ _ / _ _ / _ _ ).
  • Display measurement units for data entry.
  • Indicate all status information (e.g., modes, values, etc.).
  • For each data field, display an associated label.
  • Provide cues on the acceptable length of entries.
  • Provide a title for each window.
  • Provide on-line help and guidance.

Comments :

Prompting vs Grouping/Distinction by Format.

Prompting helps in a direct manner by suggesting to the users possible actions that may be taken. For instance, when several actions are possible (e.g., confirm, cancel,copy, etc.), only the available actions could be displayed, or indicated in a message.

Less direct means are also available to guide the users. In the above example, if all options are presented, different formats could be used to indicate those which are currently available.

When several choices or actions are possible, the most probable or most logical action can be presented in a format that distinguishes it from other options, such as a bold border encircling a push button (the default option). It is a case of Grouping/Distinction by Format, not a case of Prompting since the carriage-return option is not explicit.

Prompting consists in directly presenting the different possible actions whereas Grouping/Distinction by Format will indicate particular characteristics of these possible actions.

Prompting vs Immediate Feedback

The distinction between Prompting and Immediate Feedback is sometimes subtle.

For example, following a user action, a message can indicate that the command has been executed and also which action must be taken to continue the transaction. Thus a message can be a feedback for the previous action(s) and a prompting for the subsequent action. Immediate Feedback concerns messages that inform the user about the previous actions. Prompting concerns messages that either guide the users for future actions or suggest performing a specific action.

Prompting vs Legibility

The lexical aspects of the prompts (instructions, messages indicating to the users what needs to be done, etc.) which can have an effect on the readability (e.g., font size,type of font, etc.), concern the criterion Legibility.

Prompting vs Concision

Good prompting, such as instructions, messages indicating to the user what needs to be done may be too long. This flaw in the prompting concerns the criterion Concision. In the same way, good prompting can indicate the way data must be entered, but at the same time a problem of Concision may be introduced if, in addition to the data, the user must enter measurement units.

Prompting vs Error Protection

Error protection can be achieved by various means. Automatic mechanisms can be implemented that control the users’ inputs. For instance, after users’ entry, the computer will display an error message if the data entry format is not appropriate.This case would concern the criterion Error Protection. Another way of preventing errors would be to give users information on the type and format of the data to be entered. In this case Prompting is concerned. These two means of preventing errors can coexist.

Prompting vs Quality of Error Messages

An error message can include prompting about the means to correct errors. It is indeed a case of Quality of Error Messages, not a case of Prompting. Prompting only refers to the guidance provided to the users in error-free situations.

Prompting vs Consistency

As long as it is a matter of comparison between several transactions, objects, etc., including the ones with a prompting-oriented goal, it concerns the criterion Consistency. For instance, providing a single identification for each display in a consistent location at the top of the display frame concerns Consistency.

Prompting vs Compatibility

When the wording used for prompting differs from the users’ language, it concerns the criterion Compatibility.

1.2 Grouping/Distinction of items

Definition :

The criterion Grouping/Distinction of Items concerns the visual organisation of information items in relation to one another. This criterion takes into account the topology (location) and some graphical characteristics (format) in order to indicate the relationships between the various items displayed, to indicate whether or not they be long to a given class, or else to indicate differences between classes. This criterion also concerns the organisation of items within a class.

The criterion Grouping/Distinction of Items is subdivided into two criteria: Grouping/Distinction by Location and Grouping/Distinction by Format.

Rationale(s) :

The users’ understanding of a display screen depends, among other things, on the ordering, the positioning and the distinction of the objects (images, texts, commands,etc.) that are presented. Users will detect the different items or groups of items, and learn their relationship(s) more easily if, on the one hand, they are presented in an organised manner (e.g., alphabetic ordering, frequency of use, etc.), and if on the other hand the items or groups of items are presented in formats or coded in ways that indicate their similarities or differences. Also, the learning and remembering of items or groups of items will be improved. The grouping/distinction of items leads to a better guidance.

1.2.1 Grouping/Distinction by location *

Definition :

The criterion Grouping/Distinction by Location concerns the relative positioning of items in order to indicate whether or not they belong to a given class, or else to indicate differences between classes. This criterion also concerns the relative positioning of items within a class.

Rationale(s) :

The users’ understanding of a display screen depends, among other things, on the ordering of the objects (images, texts, commands, etc.) that are presented. Users will detect the different items more easily if they are presented in an organised manner(e.g., alphabetic ordering, frequency of use, etc.). Also, the learning and remembering of items will be improved. The grouping/distinction by location leads to a better guidance.

Examples of guidelines:

  • Organise items in hierarchical lists.
  • Organise the options of a menu dialogue as a function of the objects to which they apply.
  • When several options are presented, their organisation must be logical, i.e., the organisation must represent a significant or relevant functional organisation (alphabetic order, functional, frequency of use, etc.).

Comments :

Grouping/Distinction by Location vs Grouping/Distinction by Format

The grouping/distinction of items can be achieved by format and/or by location. Location and format correspond to different display features (topology vs. added graphics). For instance, menu options can be distinguished either or both with location (e.g., most frequent options at the top, less frequent options further down)and format (e.g., a line separator between a set of options concerning text layout and a set of options concerning character types).

1.2.2 Grouping/Distinction by format *

Definition :

The criterion Grouping/Distinction by Format concerns more precisely graphical features (format, colour, etc.) that indicate whether or not items belong to a given class, or that indicate distinctions between different classes, or else distinctions between items of a given class.

Rationale(s) :

It will be easier for the user to know the relationship(s) between items or classes of items if different formats or different codes illustrate their similarities or differences.Such relationships will be easier to learn and to remember. A good grouping/distinction by format leads to a better guidance.

Examples of guidelines:

  • Provide clear visual distinction of areas having different functions (command zone, message zone, etc.).
  • Provide clear visual distinction of data fields and their labels.

Comments :

Grouping/Distinction by Format vs Prompting

Prompting helps in a direct manner by suggesting possible actions. For instance, when several actions are possible (e.g., confirm, cancel, copy, etc.), only the available actions could be displayed, or indicated in a message.

Less direct means are also available to guide the users. In the above example, if all options are presented, different formats could be used to indicate those which are currently available.

When several choices or actions are possible, the most probable or most logical action can be presented in a format that distinguishes it from other options, such as a bold border encircling a push button (the default option). It is a case of Grouping/Distinction by Format, not a case of Prompting since the carriage-return option is not explicit.

Prompting consists in directly presenting the different possible actions whereas Grouping/Distinction by Format will indicate particular characteristics of these possible actions.

Grouping/Distinction by Format vs Grouping/Distinction by Location

The grouping/distinction of items can be achieved by format and/or by location.

Location and format correspond to different display features (topology vs. added graphics). For instance, menu options can be distinguished either or both with location (e.g., most frequent options at the top, less frequent options further down)and format (e.g., a line separator between a set of options concerning text layout and a set of options concerning character types).

1.3 Immediate Feedback *

Definition :

Immediate Feedback concerns system responses to users’ actions. These actions may be simple keyed entries or more complex transactions such as stacked commands. In all cases computer responses must be provided, they should be fast, with appropriate and consistent timing for different types of transactions. In all cases, a fast response from the computer should be provided with information on the requested transaction and its result.

Rationale(s) :

Feedback quality and rapidity are two important factors for the establishment of user confidence and satisfaction as well as for the understanding of the dialogue. These factors allow the users to gain a better understanding of the system’s functioning.

The absence of feedback or a delayed feedback can be disconcerting to the user. The users may suspect a system failure and may undertake actions that may be disruptive for the ongoing processes.

Examples of guidelines:

  • All users’ entries should be displayed except for secure entries. Even in this case, every keyed entry should produce a perceptible feedback (e.g., symbols such as stars).
  • Following user interruption of data processing, display an advisory message assuring the user that the system has returned to its previous status.
  • When computer processing is lengthy, information concerning the state of the processing should be provided to the user.

Comments :

Immediate Feedback vs Prompting

The distinction between Prompting and Immediate Feedback is sometimes subtle.

For example, following a user action, a message can indicate that the command has been executed and also which action must be taken to continue the transaction. Thus a message can be a feedback for the previous action(s) and a prompting for the subsequent action. Immediate Feedback concerns messages that inform the user about the previous actions. Prompting concerns messages that either guide the users for future actions or suggest performing a specific action.

Immediate Feedback vs Legibility

When the quality of feedback is unsatisfactory, even from a lexical point of view, it isa matter of Immediate Feedback, not a matter of legibility. Immediate Feedback concerns all characteristics of the system’s responses following users’ actions(presence or absence of a feedback, quality of the feedback from a semantic and lexical point of view).

1.4 Legibility *

Definition :

Legibility concerns the lexical characteristics of the information presented on the screen that may hamper or facilitate the reading of this information (character brightness, contrast between the letter and the background, font size, interword spacing, line spacing, paragraphs spacing, line length, etc.). By definition, the criterion Legibility does not concern feedback or error messages.

Rationale(s) :

Performances are increased when the presentation of information on the screen takes into account the cognitive and perceptual characteristics of the users. A good legibility facilitates the reading of the information presented. For instance, dark letters on a light background are easier to read than the other way around; a text presented with mixed upper/lower case is read faster than a text presented with only upper-case letters.

Examples of guidelines:

  • Titles should be centred.
  • Labels should be displayed in upper case letters.
  • Cursors should be distinguished from other displayed items.
  • When space for text display is limited, display a few long lines of text rather than many short lines of text.
  • Display continuous text in wide columns, containing at least 50 characters per line.
  • Right justification should be employed if it can be achieved by variable spacing, maintaining constant proportional differences in spacing between and within words, and consistent spacing between words in a line.
  • In display of textual material, keep words intact, with minimal breaking by hyphenation between lines.

Comments :

Legibility does not apply to feedback or error messages. Indeed, all aspects related to reading difficulties for the users, or more generally to the quality of messages concerning the feedback or the error messages should be assigned respectively to the criterion Immediate Feedback or to the criterion Quality of Error Messages.

Legibility vs Immediate Feedback

When the quality of feedback is unsatisfactory, even from a lexical point of view, it is a matter of Immediate Feedback, not a matter of legibility Immediate Feedback concerns all characteristics of the system’s responses following users’ actions (presence or absence of a feedback, quality of the feedback from a semantic and lexical point of view).

Legibility vs Quality of Error Messages

When error messages are unsatisfactory, even from a lexical point of view, it is a matter of Quality of Error Messages, not a matter of Legibility. The criterion Quality of Error Messages concerns all characteristics of information related to the users’ errors.

Legibility vs Prompting

The lexical aspects of the prompts (instructions, messages indicating to the users what needs to be done, etc.) which can have an effect on the ease of reading (e.g., font size, type of font, etc.), concern the criterion Legibility.

Legibility vs Significance of Codes

Legibility does not concern the semantic characteristics of information, their relevance or their significance. These characteristics are to be related to Significance of Codes.

Legibility vs Compatibility

The criterion Legibility does not concern the semantic characteristics of information, their relevance or their significance. When these characteristics are related to the task, then the criterion Compatibility should be considered.

2. Workload

Definition :

The criterion Workload concerns all interface elements that play a role in the reduction of the users’ perceptual or cognitive load, and in the increase of the dialogue efficiency.

The criterion Workload is subdivided into two criteria: Brevity (which includes Concision and Minimal Actions), and Information Density.

Rationale(s) :

The higher the workload, the higher the probability of making errors. Also the less users are distracted by unnecessary information, the more they will be able to accomplish their task efficiently. Besides, the shorter the required actions, the faster the interactions.

2.1 Brevity

Definition :

The criterion Brevity concerns the perceptual and cognitive workload both for individual inputs and outputs, and for sets of inputs (i.e., sets of actions needed to accomplish a goal or a task). Brevity corresponds to the goal of limiting the reading and input workload and the number of action steps.

The criterion Brevity is subdivided into two criteria: Concision and Minimal Actions.

Rationale(s) :

Short term memory capacity is limited. Consequently, the shorter the entries, the smaller the probability of making errors. Besides, the more succinct the items, the shorter the reading times.

Also, the more numerous and complex the actions necessary to reach a goal, the more the workload will increase and consequently the greater the risk of making errors.

2.1.1 Concision *

Definition :

The criterion Concision concerns perceptual and cognitive workload for individual inputs or outputs.

By definition, Concision does not concern feedback or error messages.

Rationale(s) :

Short term memory capacity is limited. Consequently, the shorter the entries, the smaller the probability of making errors. Besides, the more succinct the items, the shorter the reading times.

Examples of guidelines:

  • For numerical data, entry of leading zeros should not be necessary.
  • If codes are longer than 4 or 5 characters, use mnemonics or abbreviations.
  • Allow users short data entries.
  • When a measurement unit is associated with a particular data field, include that unit as part of the field label rather than requiring a user to enter it.

Comments :

Concision vs Prompting

Good prompting, such as instructions, messages indicating to the user what needs to be done may be too long. This flaw in the prompting concerns the criterion Concision. In the same way, good prompting can indicate the way data must be entered, but at the same time a problem of Concision may be introduced if, in addition to the data, the user must enter measurement units.

Concision vs Minimal Actions

By Minimal Actions we refer here to procedures, or steps; when the length of items or data entries is concerned, then it is a matter of Concision.

Concision vs Information Density

The criterion Concision concerns the succinctness of individual items presented while Information Density concerns the density of the set(s) of information presented on the screen. Thus an item can be relevant but not presented in a sufficiently concise way. In this case the criterion Concision must be put forward. If items are superfluous then it is a matter of Information Density.

Concision vs Quality of Error Messages

The criterion Concision does not apply to error messages. When error messages are not sufficiently succinct, it is a matter of Quality of Error Messages.

2.1.2 Minimal Actions *

Definition :

The criterion Minimal Actions concern workload with respect to the number of actions necessary to accomplish a goal or a task. It is here a matter of limiting as much as possible the steps users must go through.

Rationale(s) :

The more numerous and complex the actions necessary to reach a goal, the more the workload will increase and consequently the more probable the risks of making errors.

Examples of guidelines:

  • Minimise the number of steps required to make a selection in a menu.
  • Do not require data entry by the user when the data can be derived by the computer.
  • Avoid users’ entries of commands that include punctuation.
  • For data entry, display currently defined default values in their appropriate data fields.
  • For long, multipage displays, it should be possible to request a particular page directly, without having to go through all intermediary pages.

Comments :

Minimal Actions vs Concision

By Minimal Actions we refer here to procedures, or steps; when the length of items or data entries is concerned, then it is a matter of Concision.

Minimal Actions vs User Experience

The criterion Minimal Actions concerns the length of transactions and procedures, whatever the level of user experience.

When the length of transactions and procedures is inadequate for a particular user group (e.g., no short cuts are available to the experienced users), it concerns the criterion User Experience.

Minimal Actions vs Flexibility

The criterion Flexibility concerns the possibility of accomplishing a task in different ways, that is with different procedures. These procedures may be minimal or not.This criterion also concerns the means available to the users for adapting the interface to their particular needs.

Minimal Actions vs Error Correction

Problems related to the criterion Minimal Actions can result from inadequate error correction mechanisms. When the number of steps necessary to correct an error maybe reduced, it is a matter of Error Correction. The criterion Minimal Actions refers to procedures, steps or actions that are not related to the correction of errors.

Minimal Actions vs Compatibility

A lack of compatibility (e.g., inadequate match between the task and the dialogue steps) may increase the number of actions necessary to accomplish a task. In this case, the criterion Compatibility must be invoked, not Minimal Actions, which is the consequence of the problem rather than the cause.

2.2 Information Density *

Definition :

The criterion Information Density concerns the users’ workload from a perceptual and cognitive point of view with regard to the whole set of information presented to the users rather than each individual element or item.

Rationale(s) :

In most tasks, users’ performances are worsened when information density is too high or too low: in these cases, errors become more likely. Items that are not related to the task should be removed.

Memory load on the user should be minimised. Users should not have to memorise long data lists or complicated procedures. They should not have to undertake complex cognitive activities when these are not required by the task at hand.

Examples of guidelines:

  • Provide only necessary and immediately usable data for any transaction; do not overload displays with extraneous data.
  • Data should not require unit translations.
  • Query language should use the minimum of quantifiers in query formulation.
  • Do not require users to remember data accurately from one display frame to another.
  • Provide automatic computation of derived data, so that a user does not have to calculate and enter any number that can be derived from data already accessible to the computer.

Comments :

Information Density vs Concision

The criterion Concision concerns the succinctness of individual items presented while Information Density concerns the density of the set(s) of information presented on the screen. Thus an item can be relevant but not presented in a sufficiently concise way. In this case the criterion Concision must be put forward. If items are superfluous then it is a matter of Information Density.

3. Explicit Control

Definition :

The criterion Explicit Control concerns both the system processing of explicit user actions, and the control users have on the processing of their actions by the system.

The criterion Explicit Control is subdivided into two criteria: Explicit User Action, and User Control.

Rationale(s) :

When the users explicitly define their inputs, and when these inputs are under their control, errors as well as ambiguities are limited. Moreover, the system will be better accepted by users if they have control over the dialogue.

3.1 Explicit User Action *

Definition :

The criterion Explicit User Action refers to the relationship between the computer processing and the actions of the users. This relationship must be explicit, i.e., the computer must process only those actions requested by the users and only when requested to do so.

Rationale(s) :

When computer processing results from explicit user actions, users learn and understand better the application functioning and fewer errors are observed.

Examples of guidelines:

  • Always require a user to take an explicit ENTER action to initiate processing of entered data; do not initiate processing as a side effect (e.g., updating a file) of some other action (e.g., printing a file).
  • If menu selection is accomplished by pointing, provide for dual activation, in which the first action (positions a cursor) designates the selected option, followed by a separate second action that makes an explicit control entry.
  • Users’ command entries should be completed with an ENTER action following editing facilities.

Comments :

Explicit User Action vs User Control

The criterion Explicit User Action should be distinguished from User Control. The first criterion refers to the explicit character of the actions requested by the users,while the second criterion refers to the control capabilities the users should have over the ongoing processing.

3.2 User Control *

Definition :

The criterion User Control refers to the fact that the users should always be in control of the system processing (e.g., interrupt, cancel, pause and continue). Every possible action by a user should be anticipated and appropriate options should be provided.

Rationale(s) :

Control over the interactions favours learning and thus diminishes the probability of making errors. As a consequence, the computer becomes more predictable.

Examples of guidelines:

  • Allow users to pace their data entry, rather than having the pace being controlled by computer processing or by external events.
  • The cursor should not be automatically moved without users’ control (except for stable and well known procedures, such as in form-filling).
  • Users should have the control over the screen pages.
  • Allow users to interrupt or cancel a current transaction or process.
  • Provide a CANCEL option which will have the effect of erasing any changes just made by the user and restoring the current display to its previous version.

Comments :

User Control vs Explicit User Action.

The criterion Explicit User Action should be distinguished from User Control. The first criterion refers to the explicit character of the actions requested by the users,while the second criterion refers to the control capabilities the users should have overthe ongoing processing.

4. Adaptability

Definition :

The adaptability of a system refers to its capacity to behave contextually and according to the users’ needs and preferences.

The criterion Adaptability is subdivided into two criteria: Flexibility and User Experience.

Rationale(s) :

The more diverse the ways of achieving a given task, the more likely a particular user will find a way suitable to him, a way that he will master in the course of learning. It follows that different procedures, options, and commands must be available to the users for them to achieve a given goal. In addition, a given interface cannot be suitable for all its potential users. To avoid negative effects on the users, the interface must adapt to them.

4.1 Flexibility *

Definition :

The criterion Flexibility refers to the means available to the users to customise the interface in order to take into account their working strategies and/or their habits, and the task requirements. Flexibility is reflected in the number of possible ways of achieving a given goal. In other words, it is the capacity of the interface to adapt to the users’ particular needs.

Rationale(s) :

The more diverse the available means to perform a given task, the more probable the chances that users will choose and master one of them during learning.

Examples of guidelines:

  • When user requirements are uncertain, provide users with some means to control display configuration.
  • When interface designers cannot predict which default values will be helpful, permit users to define, change or remove default values for data entry.
  • When some displays are unnecessary, the users should be able to remove them temporarily.
  • Provide some means for users to change the data entry sequence to respect their preferred sequence.
  • When text formats cannot be predicted in advance, allow users to specify and store for future use the formats that might be needed.
  • Users should be able to assign names to data fields they have created.

Comments :

Flexibility vs Minimal Actions

The criterion Flexibility concerns the possibility of accomplishing a task in different ways, that is with different procedures. These procedures may be minimal or not.This criterion also concerns the means available to the users for adapting the interface to their particular needs.

Flexibility vs User Experience

A good flexibility should allow the general user population to adapt the interface to its particular needs. When an interface is used by several different types of users, or a particular type of users, and the interface allows users to perform a task in different ways that are tailored to their level of experience, then it is a matter of User Experience.

In other words, as soon as level of experience are invoked, the criterion User Experience is concerned.

Flexibility vs Compatibility

Flexibility may be a means for attaining compatibility; however, there can be a good flexibility without compatibility, and vice versa. For example, a form-filling display may not match the source documents, in terms of item ordering and data grouping. In this case, a problem of Compatibility should be invoked even though the interface may allow (then there is also some Flexibility) or not (then there is no Flexibility)users to modify the data entry sequence.

4.2 User Experience *

Definition :

The criterion User Experience refers to the means available to take into account the level of user experience.

Rationale(s) :

Experienced and inexperienced users have different information needs. It may be desirable to provide inexperienced users with prompted modes of transactions allowing simple step-by-step actions. For experienced users, computer-initiated dialogues may be boring and slow down their interactions; short-cuts may allow them to access system functions more rapidly. Different levels of interaction should take users’ experience into account.

However, most systems will have users with varying levels of experience. Users may become more expert with increased experience, or perhaps less expert after a long period of disuse. The interface should also be designed so as to accommodate the varying users’ levels of experience.

Examples of guidelines:

  • Allow experienced users to by-pass a series of menu selections and make an equivalent command entry or keyboard shortcuts directly.
  • Allow experienced users to key in a series of commands at one time, and inexperienced users only step by step keying.
  • Dialogue types must be designed to match the needs of different users.
  • Different dialogue types should be provided as a function of the experience of the various users groups (e.g., provide prompting as an optional guidance feature that can be selected by novice users but can be omitted by experienced users.
  • When techniques adopted for user guidance may slow an experienced user, provide alternative paths or modes permitting a user to by-pass standard guidance procedures.
  • Following the output of an error message, permit users to request a more detailed explanation of the error that is adapted to their level of knowledge.

Comments :

User Experience vs Minimal Actions

The criterion Minimal Actions concerns the length of transactions and procedures, whatever the level of user experience.

When the length of transactions and procedures is inadequate for a particular user group (e.g., no short cuts are available to the experienced users), it concerns the criterion User Experience.

User Experience vs Flexibility

A good flexibility should allow the general user population to adapt the interface to its particular needs. When an interface is used by several different types of users, or a particular type of users, and the interface allows users to perform a task in different ways that are tailored to their level of experience, then it is a matter of User Experience.

In other words, as soon as level of experience are invoked, the criterion User Experience is concerned.

5. Error Management

Definition :

The criterion Error Management refers to the means available to prevent or reduce errors and to recover from them when they occur. Errors are defined in this context as invalid data entry, invalid format for data entry, incorrect command syntax, etc.

The criterion Error Management is subdivided into three criteria: Error Protection, Quality of Error Messages, and Error Correction.

Rationale(s) :

System interruptions caused by users’ errors have negative consequences on the users’ activities. In general, these kinds of interruptions increase the number of interactions and disturb the organisation and the accomplishment of the task. By limiting the number of errors, the number of interruptions is also limited. The performance is thus better.

5.1 Error Protection *

Definition :

The criterion Error Protection refers to the means available to detect and prevent data entry errors, command errors, or actions with destructive consequences.

Rationale(s) :

It is preferable to detect errors before validation rather than after: the detection is less disruptive.

Examples of guidelines:

  • When a user requests LOG-OFF and if any pending transaction will not be completed, or if data will be lost, display an advisory message requesting user confirmation.
  • Protect field labels from accidental change by users.
  • Fields designed for information display should be protected: users should not be allowed to change the information contained in these fields.
  • Ensure that user interface software will deal appropriately with all possible user errors, including accidental inputs.

Comments :

Error Protection vs Prompting

Error protection can be achieved by various means. Automatic mechanisms can be implemented that control the users’ inputs. For instance, after users’ entry, the computer will display an error message if the data entry format is not appropriate.This case would concern the criterion Error Protection. Another way of preventing errors would be to give users information on the type and format of the data to be entered. In this case Prompting is concerned. These two means of preventing errors can coexist.

5.2 Quality of error messages *

Definition :

The criterion Quality of Error Messages refers to the phrasing and the content of error messages, that is: their relevance, readability, and specificity about the nature of the errors (syntax, format, etc.) and the actions needed to correct them.

Rationale(s) :

The quality of error messages promotes users’ learning of systems by indicating to the users the reasons for their errors, their nature, and by teaching them ways to prevent or solve their errors.

Examples of guidelines:

  • If the user selects an invalid function key, no system action should result except a message indicating the functions appropriate for that transaction step.
  • For error messages, adopt task-oriented wording.
  • Make the error messages as specific as possible.
  • Make error messages brief but informative.
  • Adopt neutral wording for error messages; do not imply blame on the part of the user, or personalise the computer, or attempt to make a message humorous.

Comments :

Quality of Error Messages vs Prompting

An error message can include prompting about the means to correct errors. It is indeed a case of Quality of Error Messages, not a case of Prompting. Prompting only refers to the guidance provided to the users in error-free situations.

Quality of Error Messages vs Legibility

When error messages are unsatisfactory, even from a lexical point of view, it is a matter of Quality of Error Messages, not a matter of Legibility. The criterion Quality of Error Messages concerns all characteristics of information related to the users’ errors.

Quality of Error Messages vs Concision

The criterion Concision does not apply to error messages. When error messages are not sufficiently succinct, it is a matter of Quality of Error Messages.

5.3. Error correction *

Definition :

The criterion Error Correction refers to the means available to the users to correct their errors.

Rationale(s) :

Errors are less disturbing when they are easily, and immediately corrected.

Examples of guidelines:

  • Users should be allowed to edit an extended command during its composition before taking an explicit action to ENTER the command.
  • Following error detection, require the user to re-enter only that portion of a data/command entry which is not correct.
  • If a data entry transaction has been completed and errors detected, permit users to make corrections directly and immediately.

Comments :

Error Correction vs Minimal Actions

Problems related to the criterion Minimal Actions can result from inadequate error correction mechanisms. When the number of steps necessary to correct an error maybe reduced, it is a matter of Error Correction. The criterion Minimal Actions refers to procedures, steps or actions that are not related to the correction of errors.

6. Consistency *

Definition :

The criterion Consistency refers to the way interface design choices (codes, naming, formats, procedures, etc.) are maintained in similar contexts, and are different when applied to different contexts.

Rationale(s) :

Procedures, labels, commands, etc., will be better recalled, located, recognised, and used if their format, location, and syntax are stable from one screen to the other, from one session to the next. In these conditions the computer system is more predictable,learning and generalisation are facilitated, and the number of errors made is reduced.A lack of consistency can increase the search time considerably.

The lack of consistency is one important reason for users’ rejection.

Examples of guidelines :

  • • Window titles should always be located in the same place.

  • • Use similar screen formats.

  • • Use similar procedures to access menu options.

  • • Consistent phrasing and punctuation should be used in all prompts.

  • • Prompts for data or command entry should be displayed in a standard location.

  • • Data entry fields should always be the same.

Comments(s) :

Consistency vs Prompting

As long as it is a matter of comparison between several transactions, objects, etc., including instructions (prompting), it concerns the criterion Consistency. For instance, providing a single identification for each display in a consistent location at the top of the display frame concerns the criterion Consistency.

Consistency vs Compatibility

The criterion Consistency applies only within a given application. When consistency concerns external aspects (e.g., paper forms) or concerns other applications or environments, it is then a matter of Compatibility.

7. Significance of Codes *

Definition :

The criterion Significance of Codes qualifies the relationship between a term and/or a sign and its reference. Codes and names are significant to the users when there is a strong semantic relationship between such codes and the items or actions they refer to.

Rationale(s) :

When codes are meaningful, their remembering and identification are easier. In addition, non significant codes or names may lead to inappropriate users’ operations,and thus to errors.

Examples of guidelines :

  • • Titles should be distinct and meaningful.

  • • Make abbreviation rules explicit.

  • • Codes should be meaningful and familiar rather than arbitrary (e.g., M for Male, and F for Female rather than 1 and 2).

Comments(s) :

Significance of Codes vs Legibility

Legibility does not concern the semantic characteristics of information, their relevance or their significance. These characteristics are to be related to Significance of Codes.

8. Compatibility *

Definition :

The criterion Compatibility refers to the match between users’ characteristics (memory, perceptions, customs, skills, age, expectations, etc.) and task characteristics on the one hand, and the organisation of the output, input, and dialogue for a given application, on the other hand.

The criterion Compatibility also concerns the coherence between environments and between applications.

Rationale(s) :

Information transfer from one context to another is faster and more efficient when the volume of information to recode by the users is limited.

Efficiency is increased when: the procedures designed to accomplish a task are compatible with the users’ psychological characteristics; procedures and tasks are organised with respect to users’ expectations and practices; translations,interpretations, or references to the documentation are minimised.

Performances are better when information is presented in a directly usable form.

Examples of guidelines :

  • • When data entry involves transcription from source documents, ensure that form- filling displays match those documents.

  • • Dialogues should reflect data structures or organisations which are perceived by users as being natural.

  • • Calendar formats should follow users’ customs (American vs European calendar).

  • • Labels, prompts, and user guidance messages should be familiar to the users and task-oriented.

  • • Units of measurement should be familiar to the user.

  • • Displays of textual data, messages, or instructions, should follow design conventions for printed text.

Comments(s) :

Compatibility vs Prompting

When the wording used for prompting differs from the users’ language, it concerns the criterion Compatibility.

Compatibility vs Legibility

The criterion Legibility does not concern the semantic characteristics of information, their relevance or their significance. When these characteristics are related to the task, then the criterion Compatibility should be considered.

Compatibility vs Minimal Actions

A lack of compatibility (e.g., inadequate match between the task and the dialogue steps) may increase the number of actions necessary to accomplish a task. In this case, the criterion Compatibility must be invoked, not Minimal Actions, which is the consequence of the problem rather than the cause.

Compatibility vs Flexibility

Flexibility may be a means for attaining compatibility; however, there can be a good flexibility without compatibility, and vice versa. For example, a form-filling display may not match the source documents, in terms of item ordering and data grouping.In this case, a problem of Compatibility should be invoked even though the interface may allow (then there is also some Flexibility) or not (then there is no Flexibility)users to modify the data entry sequence.

Compatibility vs Consistency

Le critère Homogénéité/Cohérence s’applique au sein d’une interface donnée.

The criterion Consistency applies only within a given application. When consistency concerns external aspects (e.g., paper forms) or concerns other applications or environments, it is then a matter of Compatibility.

Ready to streamline your interface review process?

Try Capian for free