The Magazine of the Usability Professionals' Association
By Carla Merrill
How do you take a physical keyboard/mouse-based business application and design it specifically for touch interaction? Your starting point is a set of physical keyboard/mouse-based widgets like list boxes, dropdown lists, checkboxes, and radio buttons. Your challenge is to somehow find a way to map their functionality to a touch interaction paradigm. For applications with data grid displays, row selection must also be mapped to touch. Designing touch-friendly navigation in an online help system is also required, since online help is vital for mission-critical business applications.
As I worked through these design challenges for our retail point-of-sale (POS) application, several user interface (UI) patterns emerged that do the job efficiently and effectively for our users. I’ll describe these patterns and explain why they work well for a full-touch business application. However, to understand the scope of the effort, it’s important to lay out the two major challenges associated with designing interaction for business touchscreen software; first, the greater functionality associated with the business application, and second, the environment in which the application must function.
One difference is that business applications have greater functionality than other applications, so much so that considerable user training is typically required to master a business application. This increase in functionality creates a special UI design problem for business touchscreen software. As Jakob Nielsen mentioned in the Forbes.com interview, “Touchscreens work best for applications where you have very few options, such as small, portable devices with little room for larger numbers of buttons.”
In the retail POS domain, increased functionality requires designing for a large number of user task flows, each of which has multiple steps and travels down a broader set of branching pathways than a self-serve kiosk, mobile device, or even a restaurant ordering system. The resulting complexity increases the effort of designing consistent navigation for saving, deleting, backing up, modifying, and canceling completely at any point along a path.
The variety of POS user tasks also increases the types of interactions that need to be designed. Our users may need to calculate amounts, select individual list entries and apply various actions to them, control printing and other options, search for items, combine and separate groups of items, enter customer information, sell items that cannot be scanned, handle interruptions in individual sales, balance registers, and administer user and system privileges (see Figure 1). Enabling touch for these interactions presents a formidable design problem.
In addition to the greater functionality, the business user’s environment gives rise to a second design challenge: most of the time, self-service kiosks and mobile phone applications are operated for leisure and entertainment purposes. In cases where these devices are used for business purposes, there is typically a back-up process for accomplishing the task. For example, a customer service desk or a full-sized computer email system typically backs up mobile or kiosk ordering devices.
In the business environment, on the other hand, a dedicated, domain-specific business application is used to accomplish mission critical, workaday tasks. There is no back-up process for selling items at a store register. Here the business user’s ability to operate workplace-specific applications is intimately tied to success or failure at work. Critical dependency on software makes business users unwilling to sacrifice time and resources on unproven applications. In the retail world, that means a full-touch UI cannot compromise speed or accuracy in any way.
Designers clearly have a big hill to climb when they try to take a business application into the touch paradigm. Not only must touch-screen business applications support rich functionality and multiple user interactions, but to be competitive, the user experience must be better than the physical keyboard/mouse implementation that is being replaced.
I use the word “reinvention” rather than “redesign” to describe the touchscreen design experience. “Reinvention” signifies the novelty of thinking required for this kind of UI design, and I would like to explain how I came to this important design realization.
The journey started when I spent time evaluating the few POS applications running on a touchscreen. They used larger versions of physical keyboard/mouse widgets, which were obviously decreasing the user’s speed. Imagine, for example, using your fingertip to scroll line-by-line, up or down, in a dropdown list box of fifty text options.
Simply redesigning widgets to be bigger clearly wasn’t working for touch, and there were no practical touchscreen design guidelines to be found. Facing project deadlines, I decided to go by what I had observed: the only objects that users could touch quickly and accurately were large, finger-sized buttons. With this in mind, I reinvented widgets that used button interactions.
Option Selection Widget
In the physical keyboard/mouse world, users select options from simple text lists, dropdown lists, checkboxes, and radio buttons. Depending on the widget, one or multiple selections are allowed. I reinvented these in a single widget that uses a button array UI pattern, which is shown in the top left of the screen in Figure 2.
Touch friendly buttons are sized to accommodate the typical adult fingertip. The option label is put on the button. The array can be programmed to allow one or multiple buttons to be selected, depending on requirements. When an unselected button is touched, the visual presentation of the button changes to indicate that the button is selected. When an already-selected button is touched, it reverts back to the unselected visual presentation mode.
Users don’t have to learn a variety of different widgets for option selection. They are always presented with touch friendly buttons that visually turn on or off. If a large number of options must be presented (for example, selecting one U.S. state out of fifty), a separate screen can be used.
Grid Row Selection Widget
When presented with a grid of information in rows and columns, users sometimes need to select a specific row in the grid to view additional details about that row. In the physical keyboard/mouse widget, either the entire row is a selectable object, or a particular cell contains a selectable text link.
I reinvented row selection in a widget that uses a row button UI pattern, in this case a blue round button with the label “i” (see Figure 3). Although it is small relative to our other buttons, the row button is a touch-friendly target, in contrast to a text link or row of text. The row button must be repeated in each row, which may require enlarging the rows to accommodate it. This is not an issue for most business applications, as the rows typically have to be enlarged anyway to accommodate wrapped text. The challenge is to design a button that is both obvious and touch friendly without overwhelming the visual layout of the grid.
Online Help Window Management Widgets
Online help for physical keyboard/mouse applications is typically provided in a separate screen, which can be manipulated independently from the application screen that it references. Links to help topics are provided in a selection list. Applications may support the automatic display of context-sensitive help topics through a special interaction mechanism, such as the F1 key. Otherwise, the user must navigate to the relevant topic from the primary help screen, typically with the assistance of a search function.
Since manipulating independent windows is difficult on a single-touch UI, I reinvented the help display in a widget that presents context-sensitive help inside the application screen (see Figure 4). After the user touches the Help button at the top right of the application screen, several changes occur. First, the application screen resizes proportionally in both dimensions, while remaining active and touch friendly. Second, the context sensitive help topic is automatically displayed in the yellow column on the right. The user does not have to navigate to the correct topic. Paging buttons are provided at the bottom of the context sensitive help for navigating within the topic, and a zoom button enhances readability. Finally, as the application screen changes, the help content changes to match. If the user leaves the help open all the time, it becomes a self-training tool.
These UI patterns are currently limited to single-touch interaction, but we are moving to multi-touch as well as to wide screen touch monitors. With more interaction options and additional screen real estate, we’ll have a powerful design environment.
When in need of ideas and inspiration, designers often turn to best practices. These are tried and true guidelines that are backed up by a theoretical foundation. Not only do the guidelines work in practice, the theory tells us why they work. This combination increases our confidence level in using them. But when we are innovating, the best practices that work within an older paradigm may not apply, as I discovered. In this case, we have to start with what we think will work based on observation, and later investigate whether there is a theoretical foundation for it.
After seeing that the reinvented widgets worked well for our users, I wanted to know why. Within human factors and cognitive theory, I found two principles that were directly related to touch-screen interaction:
Reflecting on how these principles work together in the touchscreen domain, I found a strong explanation for why touchscreen interaction is more intuitive and direct than physical keyboard/mouse interaction:
This theory explains why the reinvented widgets worked. A useful guideline for touchscreen design follows from it: a successful touch application maximizes the ability of the human finger to point to the on-screen target. For short, I call this “maximizing touchability.”
It is possible to port a traditional business application to a touchscreen environment, provided you are willing to go beyond simply re-rendering the existing interface on the new device. Maximizing touchability is the key to success.UX
Carla Merrill is a usability architect with Fujitsu America, Inc. She is responsible for the user interface design of Fujitsu’s retail software, including the full-touch GlobalSTORE® point of sale application. In August 2009, GlobalSTORE’s innovative help system was featured in Retail Information Systems (RIS) online magazine.
Usability Professionals' Association
promoting usability concepts and techniques worldwide
User Experience Magazine is by and about usability professionals, featuring significant and unique articles dealing with the broad field of usability and the user experience.
This article was originally printed in User Experience Magazine, Volume 9, Issue 3, 2010.
© Usability Professionals' Association
Contact UPA at http://www.usabilityprofessionals.org/about_upa/contact_upa.html