Uxpin Principles of Visual Consistency
Uxpin Principles of Visual Consistency
Uxpin Principles of Visual Consistency
Index
0. Introduction
1. Uncovering User Expectations Before Design
Why You Need to Think About Consistency First
Testing Before Design
Takeaway
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Introduction
Since vision is the strongest human sense, your design must reflect
a sense of order and logic otherwise users will just go to your
competitors instead.
Visual consistency doesnt just make your interface easier to use and
learn, it also creates trust. Designs which are inconsistent with user
expectations will feel foreign and difficult to use. Designs which are
inconsistent from page to page will feel illogical and chaotic.
Like weve stated before, consistency does not equate to uniformity. Design is not a formula of drag-and-drop templates. You need
to know when to follow best practices and when to bend the rules.
The balance between familiarity and originality is undoubtedly one
of the most difficult decisions in design. To help you exercise the
best creative judgment, weve analyzed examples of visual consistency from companies like Squarespace, Redhat, Jukely, Wunderlist, and more. Well also discuss topics ranging from conducting
Introduction
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and modify your UI based on user interactions. But even so, youre
better off putting thought into it beforehand so that the later modifications are less extreme.
Source: Listening (the extended research dept) Xavier Vergs. Creative Commons.
This applies to both external and internal consistency. Since user expectations carry over from previous experiences, even new designs
must follow standard conventions (external consistency). But you
also need to keep internal pages consistent with each other, because
your users will develop new expectations as they use your site or app.
While intuition might get you part of the way, its best to build your
designs on solid, concrete evidence.
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1. Card Sorting
Because navigation is a crucial element in user interaction, youll
want to create the information architecture that feels the most
natural to your user. The beauty of card sorting is that it helps
you design your information architecture according to natural
thought patterns.
Source: ConceptCodify
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2. User Interviews
User interviews can be as elaborate or cost-effective as youd
like, whether they come to you, you go to them (or you simply
talk through Skype).
Before transitioning UXPin from a paper notepad to a cloud design app, we actually interviewed more than 50 designers. Be-
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Source: UXPin
When conducting the actual interviews, remember that you arent asking users specific design questions like Do you prefer an
infinite scroll or tabs? You want to ask deeper questions about
their habits, behaviors, and needs so that your design takes the
path of least resistance.
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3. Heuristic Evaluation
Heuristic evaluations are great for ensuring external consistency
since youre focusing on competitor designs. While traditionally
heuristic evaluations are used to test usability problems or feature audits, before the design they can outline the current state
of the market youre getting into.
The process just needs to be modified slightly:
1. Determine what fields to evaluate.
In other words, in what fields will you be competing with your
rivals, or in which areas is it possible to excel compared to them?
These could be ease of use, how you satisfy user goals, the visual
style and atmosphere, and the target users themselves.
You might include the following areas for critique:
Visual hierarchy
Visual impact
Effectiveness of system feedback
Clarity of copy
Ease of navigation
Simplicity of user input
2. Conduct the evaluation with the above criteria.
If you can spare the manpower, try to get 5 people to go through
your competitors interface and assign them scores in the fields
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site, this may irritate users. They are expecting an ad-free experience when using sites or apps of your genre, and not meeting
this expectation may worsen their experience.
On the other hand, lets say almost all of your competitors only
offer one way to complete a given task. This is the status quo,
and what your users would expect... but if you choose to break
this consistency and offer multiple ways to complete a given task,
you might impress some users and win them over.
In this way, the heuristic review comparison can show you possibilities for getting the better of your competitors, and not simply
meeting user expectations, but exceeding them.
Takeaway
Consistency isnt something you add once the design is finished, its
something you incorporate on the ground level and build around.
Consistency will always be tied to user expectations, which is the
core to all aspects of design.
Remember that usability tests can help you pinpoint exactly what
kind of consistencies your users want and expect most. Scope out
the competition, listen to your users, then test early and often.
Practical Approach
to Visual Consistency
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The goal of visual flow is creating a harmony and rhythm to all the
on-screen UI elements. Laura McGuigan, VP of Design at TrackMaven, explains that repeating elements create a pleasant visual
pattern a rhythm that you can break up with smart variations
to capture user interest. This reflects what we said in the previous
Consistency in IxD book about knowing when to be inconsistent.
But if youll remember, the potency of inconsistency relies on a
pre-established, overarching consistency.
Source: neilcarpenter.com
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Take, for example, web designer Neil Carpenters site. You cant tell
from the screenshot above, but the colored shapes are in motion
from the top-right corner to the bottom-left literally creating a
visual flow for the page. This colorful animation is a deviation from
the norm (making it externally inconsistent), which actually sets
Carpenter apart.
Take note, though, that he remains externally consistent where necessary. He keeps a top, horizontal navigation bar with the standard
About, Work, and Contact pages youd expect from a portfolio
site. His brand, in this case his name, is in the upper-left.
Internally, the white text stands out against the black background
and color of the animation. This breaking of internal consistency
allows the importance message of the text, including links, to be
clearly visible even amidst a visually competitive landscape. Other
pages retain this black background/white text color scheme, and
even play on the basic shape theme with the sites loading icons.
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1. Typography
Feel free to experiment with different fonts and styles but dont
go overboard.
Youll want enough diversity to keep your text interesting, while
also differentiating the categories of text (heading, content, links,
etc.). While you can select different typefaces, styles, and weights
for different categories, your treatment must remain consistent.
If you use a bold serif font for all H1 headers, make sure all H1
headers reflect the treatment.
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Source: UXPin
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Source: UXPin
2. UI Elements
A sites use of graphics, icons, textures, layout spacing, and images all work together to set the visual atmosphere of the interface.
Aside from thematic consistency, pay attention to the mechanics
of graphics:
Spatial Relationships Make sure that the padding around
elements is consistent, otherwise youll break the visual flow.
Also check that youve purposefully inserted space to separate
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Source: RedHat
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Source: Redhat
3. Color
Take great care in choosing your websites colors each hue,
where it appears, and the other colors it interacts with will all
have a great emotional impact on your user. We explain each
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Source: Michaels
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Lets start with the top of the page. They only use two typefaces: a
decorative font for the header and sans-serif for the rest. To distinguish calls-to-action, all button typefaces are capitalized. Notice
how inconsistency is smartly applied to distinguish the two callsto-action: the primary CTA is filled in white, while the secondary
CTA (which redirects you) is muted, but underlined.
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As you scroll down the page, secondary actions appear in the bottom-right corner, capitalized to signal interactivity, but more subdued in color. The generous line spacing and paragraph spacing
create a nice vertical rhythm, while the white typeface accents the
grayish outline of Jeff Bridges.
In the middle of the page, the design transitions to more of a skeuomorphic look to reflect a dark table. But its applied tastefully, so
the design still feels dark and bold without feeling tacky. We still
feel a part of the nocturnal experience.
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The play buttons are all the same, and the color yellow is used consistently: the yellow border around the playlist complements the
other yellow elements like the cassette border, play progress bar,
and bottom-left logo.
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Takeaway
As we explained, the sense of sight largely governs how humans
interact with their world, even more-so on a subconscious level.
Any interaction design that hopes to be successful must prioritize
visual interaction, especially in the three main fields we outlined.
Just because a user isnt clicking on your site elements doesnt mean
they arent interacting. Run through the visual consistency checklist
typography, UI elements, and colors to give your interactions a
visible sensibility that your users will appreciate, whether theyre
aware of it or not.
Mastering UI Patterns
for Visual Consistency
Any discussion of visual consistency in interaction design will always return to UI patterns.
UI patterns originate as solutions to common usability problems,
and their effectiveness correlates directly with their popularity and
adoption. The most successful are ingrained in the minds of even
inexperienced users, generating a self-perpetuating cycle as more
sites and apps reuse them.
In this chapter, well dive into the anatomy of UI patterns and how
to select them as shortcuts to meeting user explanations.
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Source: Subscribe to The Propagandist Email Alerts. Jonathon Narvey. Creative Commons.
If the user sees a logo that looks like an envelope (signifier), they
might get the impression that the site offers email services (perceived affordance). If the site actually belongs to a bank with a logo
that accidentally resembles an envelope, then the perceived affordance and the actual affordance are unfortunately inconsistent.
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When signifiers are used properly, the product feels intuitive and
familiar, as if the user already knows what the feature is for. A
signifier can be anything that suggests meaning, whether a word,
a shape, a color, or a movement.
The important benefit about signifiers that wed like to shine some
light on here is that consistently used signifiers from other sites
and apps will cut down on your own explaining. Using signifiers
that are consistent with other sites will streamline your own design.
To learn more about the categories of affordances and signifiers, we
recommend this article on Smashing Magazine as one of the most
comprehensive pieces weve read.
Pattern Classifications
Patterns come in a lot of forms and serve an assortment of uses. As
a good first step to keep you from being overwhelmed, it helps to
classify them into six main categories based on their core site functions (which you can actually see on the excellent site UI Patterns):
Input and Output These patterns deal with how the user interacts with or submits input to the site, and likewise of how the
site responds, or submits feedback.
Navigating These help guide the user around the site, ensuring
they are properly oriented and know how to find their way if lost.
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Implementing UI Patterns
Beyond their function, patterns can further be classified by how
theyre used on a site. As well discuss below, some patterns can be
interpretive and used different ways, while others are very precise
and keep only one method of implementation. We define patterns
as tactical, strategic, and site-specific, based upon Anders Toxboes
UI Pattern Pyramid.
1. Tactical
Tactical patterns are the most direct and strict patterns, and the
rules tend to be black-and-white: the logo remains in the upper-left on every page, all textual links use a blue font color, etc.
Tactical implementation relies heavily on both external and internal consistency: external because, as patterns, their strength
comes from the familiarity of their use on other sites; internal
because their implementation remains the same on every page
within your site. For example, youd want to place the search
bar in the top right since its become so commonplace (external
consistency). Once youve done so on one page, youd want to
make that search bar a pattern so that it happens on all pages
(internal consistency).
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Front-end style guides document mostly implementation patterns, since these atomic details affect how developers code designs and how designs are reproduced sitewide.
2. Strategic
A step above tactical patterns are patterns that are chosen as part
of the UX strategy. At this level, patterns become more advanced,
and are concerned with how they help the user move through
the site to achieve their goals.
Would a Jump-To or Sticky Navigation work better to help users
access additional content? Given your user and the type of website, whats the best way to ask for input without overwhelming
the user?
Strategic choices later lead to tactical choices.
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Source: Spotify
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Source: Pinterest
But the difference isnt in the what, its in the how. Spotify has
a short-and-sweet menu that appears over the selection, while
Pinterest has an all-inclusive menu thats hidden inside of a hamburger icon (another pattern in and of itself).
Strategic patterns are influenced by external consistency. You
can see in the example that the overflow menu is not a groundbreaking UI pattern. Most designers will follow the spirit of the
pattern, then apply different visual or interactive elements to
make the pattern consistent with the look/feel of the site.
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3. Site-specific
Some patterns only work on certain types of sites, or have different versions depending on the site. These distinctions are made
first and foremost, before either strategic and tactical implementations are decided.
For example, lets say youre building a site for a design agency:
you know youll need to create pages for a portfolio, gallery, biographies, and testimonials or social proof. You know that you
need to include these pages because of the type of site these
are the patterns the typical user expects based on the type of
site theyre on. Only afterwards do you decide the strategy for
implementing them, and then the tactics.
Of course, if youre making a ecommerce site, your users wont
expect a portfolio page. And given the different context, a cards
pattern may be more appropriate for displaying images of products on sale.
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Source: UXPorn
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from the login and signup processes. The solution, then, would
be a way to simplify both processes so that your users dont
mind doing them.
2. Explore how others have solved the same problem. You decide to
do a little detective work and visit some popular sites similar
to yours. Some use a lazy signup, but that doesnt solve your
problem of enticing your users to signup or login. Some others use incentives like extra features or more content, but that
doesnt fit in with the style of your particular site.
Finally, you notice that some sites use a social login, which allows them to login or signup with their preexisting social media
accounts. This sounds like a good solution for your problem and
fits the sites easygoing style.
Source: Jukely
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(Notice that lazy signup, signup incentives, and social login are
all different patterns. Which you choose will depend on your
sites specific needs.)
3. Examine the solutions use on other sites. You take a deeper look
at big sites like Spotify, Pinterest, Wunderlist and see how they
utilize the social login. You even check sites unrelated to yours
to see how they handle the pattern, just in case they inspire you.
Source: Wunderlist
4. Detail the patterns proper usage so you can recreate it. You notice that different sites offer different social media outlets like
Twitter, Google, or LinkedIn but every site includes Facebook.
Sometimes the options are spelled out with text (Sign up with
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Facebook) while other times they just have the social medias
icon situated nearby the login form so you know its purpose.
Remembering the Gestalt principle about how proximity suggests function (which you learned from our Web UI Design for
the Human Eye), you decide only a button with an icon is enough
after all, social login is a popular pattern and your users will
likely know these buttons mean they can login with their social
media accounts. You decide to include Facebook, Twitter, and
Google because those were the most frequent on the sites you
checked, and you put Facebook in the top position as the most
popular option.
Once youve found an effective UI pattern, dont feel too attached. While UI patterns are great for consistency, you dont
want to be stuck in your local maximum. For example, you
might be designing a viral content site and decide that infinite
scroll is the best way to make all your content accessible. After
all, youve seen plenty of other sites use it to great success.
While infinite scroll may produce a better experience than forcing users to click Next Page every ten entries, it may not be the
best solution. You can only determine that through free-minded
brainstorming, wireframing, prototyping, and testing.
Treat UI patterns as a safe zone for consistency, then venture
outside it one creative step at a time. Know the patterns, respect
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the patterns, but start your design with a fresh outlook each
time. That will ensure your design remains familiar, but still
has room to blossom into something new.
Know the UI patterns, respect the UI patterns,
but start your design with a fresh outlook each time.
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Takeaway
Throughout this ebook weve discussed the proper ways to maintain
consistency, but all that knowledge is useless unless you remember
why consistency is important. Good design makes your users happy
and eager-to-return, gives a feeling of familiarity, and can be used
mostly by intuition.
These seemingly natural aspects are anything but they must be
crafted with effort and know-how to give them that natural feeling. Maintaining consistency (and knowing when to break it) is the
key to creating this feeling and satisfying your users expectations.