I presented Designing Web Interfaces on the O’Reilly Webcast today. Almost 1400 people signed up and the actual attendance hit 862. We set the record for an O’Reilly webcast And we had overwhelmingly positive responses to the talk. If you liked the talk & the material then I think you will enjoy the book.

If you did not hear the webcast, check out the slideshare presentation below. It will give you the best flavor for what our book is about (keep in mind much more is in the book with lots more details and guidelines).

The audio will be available in a week or so. Look for a post here when I get the audio to share.

**UPDATE. The actual video & audio of the screencast can be seen on YouTube. Watch it in high resolution.

After posting about the Page Slide pattern, I realized there were a few other good examples from the book as well as an another example from Laszlo’s Demo Calendar App that Theresa pointed me to.

Dialog Inlay Variation

Both the BBC and My Yahoo! use a variation of the Page Slide to bring in customization controls for their home pages. In our book we call this out as a Dialog Inlay. In contrast to providing an Overlay (popup) content can be slid into the context of the page. Note in both of these examples the sliding is vertical from the top of the page (although note the banner stays in place).

The BBC Home Page uses a PageSlide to let you configure content settings

My Yahoo! also uses a PageSlide to let you add content or change appearance

Slide by Squashing

Laszlo provides an interesting variation to the Page Slide. Instead of sliding the calendar off page to accomodate the new area, it resizes the calendar so that there is room for the additional controls. This deals with the earlier problem we raised of losing context. With a calendar we need to see the whole month, but it is most likely acceptable to resize the calendar to accomodate.

Laszlo resizes the calendar area in real-time as it slides in the controls from the right

What happens when you don’t have the on-screen real-estate to display a set of controls? In our book we discuss a number of real-estate extending techniques in the section on Stay on the Page. While discussing Zoomable User Interfaces (Chapter 7) we looked at Aza Raskin & Scott Robin’s Firefox Concept Prototype. We made passing reference to a Slide Over as a way to bring in more content.

I recently spotted a clearer example (from Scott Robbins) of this pattern from an article on Ajaxian. In that article it is called the Page Slide pattern. I like this better than Slide Over, as Page Slide is a more descriptive name for this idiom. This is an excellent article and the pattern provides a nice technique for extending real-estate on the screen.

This pattern really shines in gesture based interfaces, but can be used in mouse-based interfaces as well. One challenge is providing a discoverable mechanism for sliding back and forth. Depending on the design constraints it could be solved by some very explicit call to action links or buttons for activation/de-activation.

Usage

• To reveal additional navigation controls
• In TV or mobile space since controls and/or space is limited
• To expose a configuration panel (similar to the Module Configure Pattern)
• To a lesser extent to reveal help or contextual information (the partial hiding of the related content might make it a poor choice for this)

Challenges

• Discoverability
• Losing context with the rest of the page
• Make the disruption work for you

Recommendations

• Use it sparingly only for major context switches
• Make the animation fast. No reason to wow the user with your ability to scroll
• Make the activation/deactivation dead simple

Other usages, challenges, recommendations? What do like/dislike about this pattern? Are you planning to use this in a future project?

On Tues, Feb. 3rd I will be presenting a short talk on Designing Web Interfaces as a webcast for O’Reilly. This talk is free and space is limited (and filling up fast), so if you are interested sign up now.

And a reminder on a completely different (brand new) talk I will be giving on Feb. 26th: Bringing Design to Life: What Every Designer Should Know about Interface Engineering. This talk comes out of my longtime experience bouncing between the design & engineering worlds and in particular lessons learned at Yahoo! and Netflix. This 60-minute webinar is initially available as a live class, and then is made available in a DRM-free recorded, edited format. By avoiding the travel required in attending a physical seminar or conference, you save money and reduce your impact on the environment. You are free to watch the webinar with colleagues in a conference room, making for an even better value. The cost is only $129.

Details here:

• O’Reilly Webcast – Designing Web Interfaces: Principles and Patterns for Rich Interaction. Feb. 3rd (18:00 GMT / 1pm EST / 10am PST)
• Rosenfeld Media Webinar – Bringing Design to Life: What Every Designer Should Know about Interface Engineering. Feb. 26th (18:00 GMT / 1pm EST / 10am PST)

By Theresa Neil

As Bill mentioned in an earlier post, we don’t want to limit this blog to just the principles and patterns found in the book. For that you can check out our Explore the Book section.

This is the second article in a three part series on patterns and principles for RIA design.

Standard Screen Patterns: 12 patterns w/100 examples
Essential Controls: 30 controls for RIA design and development
Components for Commonly Requested Features: 15 patterns and examples

Every designer has a set of controls they rely on to communicate an effective UI. This is my library of essential controls.

Unfortunately, no single RIA framework offers all 30 of these. So I included a checklist of which frameworks provide each control. If you have an addition or correction, please e-mail me, and I will post an updated framework/control matrix.

The frameworks reviewed include: Flex, Laszlo, Silverlight and 12 Ajax frameworks and toolkits: ExtJS, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, SproutCore, LivePipeUI,IT Mill, Backbase.

01. Auto Suggest

Google’s Auto-Complete

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, IT Mill, Backbase, Silverlight.

02. Carousel (variation as Coverflow)

Carousel Prototype carousel widget

Supported by: YUI, Prototype/script.aculo.us, JQuery, ITMill, Backbase, iCarousel

Coverflow MediaEvent Service’s Slideflow

Supported by: Flex, Prototype/script.aculo.us, JQuery, MooTools, RadControls for Silverlight

03. Charts & Graphs

Charts Advanced charting features like hover details, drill down, rolling windows, toggle views…

Supported by: Flex, Laszlo, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery (SWF/Chart), MooTools, MochaUI, Backbase, SilverLight, AnyChart, Dundas, JPowered, JFreeChart, OpenFlashCharts, Flot, Plotr, PlotKit, WebFX, AjaxMcGraph, Measure Map.

04. Collapsible Panels (accordion, disclosure triangles, slide drawer)

Accordion Mutually exclusive collapsible panels showing status

Disclosure arrows Mint.com uses disclosure arrows for summarizing and displaying accounts

Sliding panel Fluxiom uses a sliding panel instead of a dialog to show the selected photo’s details

Supported by: Flex, Laszlo, ExtJs (called panels), Dojo, Google Web Toolkit (disclosure panel), Prototype/script.aculo.us (accordion), JQuery, MooTools (accordion), MochaUI (split pane), SproutCore (split pane), IT Mill, Backbase (accordion), RadControls for Silverlight (PanelBar and Sliding Panel).

05. Combobox (select multiple, alternate list box UI, editable)

Select multiple LivePipe UI’s control takes less space and is easier to scan than an ocean of checkboxes

Alternate listbox UI Best alternative for multi select in small spaces, clearly displays all selections, and provides an easy way to edit

Supported by: Alternate Listbox UI, LivePipeUI

Editable combobox Editable combobox allows for lookup and/or text entry

Supported by: Flex, Laszlo, ExtJs, Prototype/script.aculo.us, JQuery, MooTools (MUI.ComboBox), IT Mill, Backbase, RadControls for Silverlight.

06. Date Picker/Calendar (select range, date/time combination)

Advanced calendar Select a range, discontinuous dates, or exclude a certain day

Date/time picker Select a date and time in a single control

Supported by: Flex, Laszlo, ExtJS, Dojo, YUI, JQuery, Scal built on Prototype, MooTools, MochUI, IT Mill, Backbase, Silverlight, dhtmlxCalendar, keyboard accessible calendar, more examples on Woork

07. Dialogs (modal, light weight, lightbox)

Modal dialog Mint offers a modal for adding an account

Modeless dialog Google Maps provides a modeless dialog for getting directions

Lightbox JQuery provides a lightbox plugin, a modal dialog that blacks out the parent screen

Supported by: Flex(modal), Laszlo (modal and modeless), ExtJs (modal), Dojo (modal and lightbox), YUI( listed under Containers: Modal and Overlay), Prototype/script.aculo.us, JQuery (modal, modeless, lightbox) , SproutCore (has a really nice example of each under ‘panes’), MooTools, MochaUI, LivePipe UI, IT Mill, Backbase (modal and modeless window), Silverlight (modal and lightbox).

08. Docking

Dockable menu Campaign Manager by eyeblaster offers a pinned/unpinned menu for navigating between campaigns

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, LivePipe UI, Backbase, Silverlight.

09. Drag & Drop Manager

Drag and drop ExtJS photo organizer demo

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, LivePipe UI, Backbase, Silverlight.

10. Dynamic Filter

Dynamic table filtering Flex offers a filter feature that dynamically filters the results while the user types, demo

Dynamic column filtering Dynamic filtering can be implemented at the column level providing advanced filtering capabilities Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, JQuery, IT Mill, Backbase, Silverlight, Open Rico

11. Feedback/ Status

Feedback Gmail status message

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, LivePipe UI, IT Mill, Backbase, Silverlight

12. Fisheye/ Spotlight

Fisheye Apslab Fish-eye Lense

Apply this concept to a dense chart or map for a truly useful feature.

Supported by: Flex, ExtJs (spotlight), Dojo , Prototype/script.aculo.us, JQuery, MooTools, MochaUI, Silverlight

13. Gauges (and other visual progress or status indicators)

Gauge Thermometer gauge in RadControls for Silverlight

Gauges provide a concise visual summary in heads-up-display or other goal directed designs

Supported by: Flex (various plug-ins and Flex Charting), ExtJs (combined with GWT), Dojo, Google Web Toolkit, Prototype/script.aculo.us, JQuery (SWF/Gauge), MooTools, MochaUI, Silverlight, AnyChart, Dundas

14. Help Tip/ Quick Tip

Quick Tip Picnik engages new users with some helpful advice

More than just a tooltip, these are fully formatted messages typically presented in a modeless dialog.

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI (use overlay container), Google Web Toolkit (use popup panel), Prototype/script.aculo.us, JQuery, MooTools, MochaUI, LivePipe UI (use window control), IT Mill, Backbase, Silverlight

15. Hot Keys

Hot keys Balsamiq Mockups has hot keys for frequent actions

Supported by: Flex, Laszlo, Mochui, LivePipe UI, IT Mill, Backbase, Silverlight

16. Hover Action

Hover action Instead of cluttering the screen with redundant actions, Basecamp reveals the edit and delete actions onHover

Supported by: Flex, Laszlo, ExtJs, YUI, JQuery, MooTools, MochaUI, Backbase, Silverlight, good post by Bill on hover actions and missed moments

17. Hover Detail

Hover detail Netflix hover details

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI (overlay), Prototype/script.aculo.us, JQuery, MooTools (smart hover box), IT Mill, Silverlight

18. Inline Edit

Inline edit Instead of showing form fields in pages that are usually read (not edited), Flickr provides inline editing

Supported by: Flex (only in the grid), Laszlo (only in the grid), ExtJs, Dojo, YUI, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, IT Mill, Backbase (only in the grid), Silverlight (only in the grid)

19. Progress Indicator/ Loading

Progress indicator Picnik loading indicator

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, LivePipe UI, IT Mill, Backbase, Silverlight

20. Rating

Star rating Graffletopia offers one-click star ratings for shared stencils

Supported by: ExtJs extension, Dojo widget, Starbox for Prototype/script.aculo.us, JQuery, MooTools , MochaUI

21. Record Locator/ Paginator

Record locator Like the control in PDF Viewer, the record locator lets you navigate through records in a dataset or skip to a specific record by name

Paginator Typically used for paging through tables, screens, or other result sets

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, LivePipe UI, Backbase, Silverlight

22. Slider

Slider Innography provides sliders in their quick filter for refining results displayed on a chart

Supported by: Flex, Laszlo, ExtJs, Dojo, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, IT Mill, Backbase, RadControls for Silverlight

23. Scoped Search

Scoped search Like iTunes, allows for the optional selection of a category before entering free form search text, example from Vimeo’s help page

Supported by: custom css and js code, example at Janko at warp speed, RadControls for Silverlight

24. Sparklines

Sparklines Great way to show the “shape” or trend of data is a small space, examples from RetailMeNot.com and Google Analytics. Created by Edward Tufte.

Supported by: Nuby on Rails, Any Chart, JQuery plugin, Flex , and two more ones for Flex at Microcharts and Birdeye, Google API, Visifire for Silverlight

25. Table/ Data Grid ( scrolling, editable, grouped)

Scrolling table Endless scrolling, no paging, just like a desktop app, example from ExtJS

Editable table Blist offers inline cell editing in their products. Best practice, highlight the selected row, and only display an editor in the selected cell. Don’t forget to accomodate keyboard navigation.

Tree table Grouping by row, displays as a tree table, example from ExtJS

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Backbase, Silverlight

26. Toolbar

Toolbar Provide actions in proximity to the object, examples from SugarSync and Flickr

Supported by: Flex, Laszlo, ExtJs, Dojo, YUI, Google Web Toolkit, Prototype/script.aculo.us, JQuery, MooTools, MochaUI, Backbase, RadControls for Silverlight

27. Vertical Browser

Vertical browser Apple’s vertical browser for exploring Dashboard widgets

Supported by: custom code of multiple list boxes

28. View Toggle (buttons, button bar)

Toggle buttons Separate buttons for switching between graph and grid views Campaign Manager by eyeblaster

Toggle button bar Single button bar for capturing binary choices

Supported by: Flex, Laszlo, Dojo, YUI, JQuery, MooTools, MochaUI, Backbase, Silverlight

29. WYSIWYG Editor/ Rich Text Editor

Rich text editor WordPress offers a a WYSIWYG editor for blogging

Supported by: Flex, Laszlo, Dojo, YUI, Google Web Toolkit, JQuery, MooTools, MochaUI, IT Mill, Backbase, Silverlight

30. Zoom

Zoom Zoom in on a certain spot, example from jQZoom

Supported by: Flex, Laszlo, ExtJs (spotlight), Prototype/script.aculo.us (zOOm), JQuery, MooTools (Joomla), MochaUI, Silverlight (silverZoom)

Bonus- Desktop Style Container

Desktop style app OtherInbox built with SproutCore

A desktop style container isn’t actually a control, but frequently required when developing enterprise software and productivity web applications. Many of the frameworks that offer this feature include built in windows management, split panels, and fluid layout.

Supported by: Flex, Laszlo, ExtJs, YUI, JQuery, MochaUI, Backbase, SproutCore, Silverlight

Send me any corrections and/or additions, and I will upload an updated control/framework matrix.

Thanks to Joonas Lehtinen of IT Mill, Ryan Johnson of LivePipe, and Peter Svensson who is a Dojo expert, and Darren James, co-author of Ajax in Action.

Update* Cody Lindley at jQuery provided a comprehensive list with links to code for jQuery support for all 30 controls.

2010 Update- 15 patterns and 80 new examples

By Theresa Neil

As Bill mentioned in an earlier post, we don’t want to limit this blog to just the principles and patterns found in the book. For that you can check out our Explore the Book section. In the spirit of that, I want to share an additional set of principles and patterns I have been using for RIA design. While the book takes a much more consumer web site orientation, these concepts are central to enterprise application and web productivity application design and more broad than those discussed in the book.

This is the first article in a three part series.

1. Standard Screen Patterns: 12 patterns w/100 examples
2. Essential Controls: 30 controls for RIA design and development
3. Components for Commonly Requested Features: 15 patterns and examples

With more companies turning to RIA frameworks for enterprise software development, these screen patterns are indispensable for product managers, UX designers, information architects, interaction designers and developers. The patterns rely heavily upon desktop design principles, subtly blended with many of the better RIA components and principles. I’ve included 100 examples to illustrate these patterns, pulled from desktop, Flex/AIR, Ajax, Laszlo, and Silverlight applications.

01. Master/Detail

Master/Detail screen pattern can be vertical or horizontal. Ideal for creating an efficient user experience by allowing the user to stay in the same screen while navigating between items. Horizontal layout is a good choice when the user needs to see more information in the master list than just a few identifiers- or when the master view is comprised of a set of items that each have additional details. Click on thumbnail for larger image OR download the PDF.

02. Column Browse

The Browse screen pattern can be vertical or horizontal. Ideal for creating an custom user experience by allowing the user to start from various entry points for navigating to the item(s) they are interested in.

03. Search/ Results

The Search screen pattern can range from very simple to quite advanced. Ideal for creating an efficient user experience by allowing the user to navigate directly to an item or set of items meeting specific criteria.

04. Filter Dataset

The Filter Dataset screen pattern can be vertical or horizontal. Ideal for creating an efficient user experience by allowing the user to refine a set of known data, or further refine search results.

05. Forms

All Form screens should be approached with a solid understanding of usability and design best practices. Refer to “Web Form Design: Filling in the Blanks” by Luke Wroblewski for reference.

06. Palette/ Canvas

The Palette/ Canvas screen pattern is seldom the right pattern to apply, but it is the only pattern for documenting or creating: linear or non-liner processes; flow diagrams; screen layouts; design/diagram with physical size or layout constraints.

07. Dashboard

A well designed Dashboard will provide: key information at a glance, real time data, easy to read graphics, clear entry points for exploration This is typically not achieved by displaying a single screen of metrics (either in a big table, or just a bunch of graphs). Providing a high degree of customization is no substitute for user research and testing. Stephen Few has a nice book on this topic Information Dashboard Design: The Effective Visual Communication of Data .

08. Spreadsheet

The Spreadsheet screen pattern is ideal for creating an efficient user experience by allowing the user to easily scan, edit and enter information (in bulk). The Spreadsheet should provide the following functionality: standard table features like sort, hide/show columns, rearrange columns, group by (if applicable), global level undo/redo, add/insert/delete row, keyboard navigation, import and export.

09. Wizard

The Wizard/Quick Start screen pattern is ideal for creating an efficient user experience by guiding the user through a complex or infrequent workflow.

10. Question & Answer

The Q&A screen pattern is ideal for creating an efficient user experience by allowing the user to enter known information and receive a solution. Q & A differs from Search in that this pattern should be used to assist users in identifying possible options or a single recommendation in an arena they are lacking expertise (health insurance, mortgages, planning, purchases).

11. Parallel Panels

The Parallel Panels screen pattern can be stacked (showing one at a time) or unstacked (showing all at once). This pattern is ideal for organizing chunks of information that are similar or have interdependent tendencies. Efficiency is gained by keeping the user in one screen. Ideal candidates for the stacked variation of this pattern are simple work-flows with: a high level, visible goal that is fed by multiple inputs, multiple non-sequential steps. This combines a number of the web site patterns outlined in “Designing Interfaces” by Jennifer Tidwell for a single pattern for chunking and displaying data.

12. Interactive Model

The Interactive Model screen pattern is characterized by many interactive elements associated with the key object (a calendar, map, graph, chart, canvas). It is ideal for creating a user experience that is closely aligned with the user’s mental model (a natural fit). Excellent candidates for this pattern are: calendars, maps, gantt charts, what-if scenarios (including calculators), WYSIWYG editors (including photo editing).

Bonus. Blank State

This is the natural state of the application, before any data has been entered or accessed. The book, “Getting Real” by 37signals”explains that a blank state screen is an excellent place to set users expectations. By giving them a preview this can lower anxiety and reduce frustration and confusion. Items to include in a blank state screen include: videos, quick tutorials, help tips, a screenshot of what a fully loaded screen will look like.

Missing Patterns?

Noticeably absent are two patterns that are grossly overused and misused in enterprise software- portals and tabs.

1. Portals- If your market research, business requirements and user feedback lead you to design a portal, follow the same design principles and best practices as the Dashboard pattern.
2. Tabs- Tabs are a component, and ultimately not a screen pattern. They are to alternate between views of data in the same context. If the data structure is leading you to a tab heavy UI design, I have two suggestions. First, reconsider the IA. Use card sorting and/or hire a professional Information Architect to help you for a few days. Second, follow the same design principles and best practices as the Parallel Panels pattern.

You can download a PDF of this post which includes full descriptions of each pattern, as well as best practices .

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References

(1) “Web Form Design:Filling in the Blanks” by Luke Wroblewski. Rosenfeld Media, May 2008.
(2) Designing Interfaces: Patterns for Effective Interaction Design” by Jennifer Tidwell. OReilly Media, November 2005.
(3) “Getting Real” by 37signals

If you are looking for web site design patterns, here are a number of excellent books:

• The Design of Sites: Patterns for Creating Winning Web Sites (2nd edition).
• The Design of Sites: Patterns, Principles, and Processes for Crafting a Customer-Centered Web Experience
• “The Principles of Beautiful Web Design”. Jason Beaird.
• Designing Interfaces: Patterns for Effective Interaction Design
• Designing Web Navigation: Optimizing the User Experience