Globalization and User-Interface Design for the Web
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This presentation explores the essential role of globalization in web user interface (UI) design, addressing the need to cater to diverse user demographics and preferences. Highlighting a structured globalization design process, it defines key concepts such as internationalization, localization, and intercultural differences. General and specific guidelines for creating user-friendly interfaces are discussed, covering aspects like technology, metaphors, mental models, and aesthetics. Practical examples illustrate challenges and successful strategies for designing inclusive and engaging web experiences for global audiences.
Globalization and User-Interface Design for the Web
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Globalization and User-Interface Design for the Web Aaron Marcus, John Armitage, Volker Frank, Edward Guttman Aaron Marcus and Associates, Inc. Emeryville, CA, and New York City, NYAaron@AMandA.com, www.AMandA.com
Presentation Summary • 1. Introduction • 2. Definition of Globalization • 3. Globalization Design Process • 4. General Guidelines for Globalization • 5. Specific Guidelines for Appearance • 6. Conclusion
1. Introduction • Web is global distribution of products and services • User-interface design improves performance and appeal • User diversity: demographics and individual needs/wants • User-interface design issues are complex and challenging
User Interfaces • Content and tools = data and functions • Information visualization = significant aspect • UI+IV = user interface, including information visualization • Primary components: Metaphors, mental models, navigation, interaction, appearance
2. Definition of Globalization • Globalization issues and UI+IV Design: • International: standardized, “universal” • Intercultural: differences between two • Localization: customized, part or whole
International Issues • Geographic, political, linguistic • Example: ISO CRT-color, icon, and UI standards • Example: Canadian bilingual requirements • Example: Currency, time, physical measurements
Intercultural • Religious, historical, aesthetic • Example: calendars • Example: color/type/signs/terms
Localization • Small-scale communities with preferred jargon, signs, rituals • Affinity group example: USA Saturn owners • Social group example: Japanese housewives • Web group example (geographically dispersed): MP3.com
Business Challenges • Determine optimum characteristics: relies on market and user data • Assist and appeal to target markets: achieves short-term and long-term success • Avoid too many variations: wastes time and money
3. Globalization Design Process • Plan: include GD issues in all steps • Research: investigate sets of users • Analyze: determine key criteria, targets • Design: visualize alternatives • Implement: use tools that facilitate variations • Evaluate: test prototypes with user sets • Document: include GD guideline, specs
4. General Guidelines for Globalization • User demographics • Technology • Metaphors • Mental models • Navigation • Interaction • Appearance
User demographics • Identify markets and segments • Identify significant differences • Identify increased sales with variations • Identify savings by re-use of UI+IV attributes
Technology • Determine appropriate equipment for target markets • Issues: platforms, browsers, speed, scripts, fonts, file formats, et.
Metaphors • Determine optimum number for markets • Debug miscommunication, misunderstandings • Revise for national, cultural differences • Example (Chavan, India): books, chapters, pages vs. desktops, folders, files
Mental models • Determine optimum organizations for markets • Example: baseball vs. soccer in sports category
Navigation • Determine optimum processes for markets • Example: USA Latin-American, African-American preferences for assistance with telephone services
Interaction • Determine optimum variations for markets, inc. multi-modal • Example: text-only vs. graphics-rich access speeds • Example: Japan/Europe vs. USA styles • Classical Errors: Euro-Disneyland
Appearance • Determine optimum variations for markets • Example: High-density text/imagery acceptance for Asian-script users • Classical errors: Chevy Nova, Microsoft India/Pakistan time-zone map flap
5. Specific Guidelines for Appearance • Layout • Icons and symbols • Typography • Color • Aesthetics • Language and verbal style
Layout • Arrange and orient text, menus, tables, graphics, panes, windows for language direction • Westerners example: Arabia.On.Line • Revise controls, sentence-layouts of forms for language syntax • Example: English/French imbedded verbs vs. German verbs often at end
Icons and Symbols • Avoid text: language, alphabet changes • Vary for clarity within nations, culturesExample: Planet Sabre’s mailbox icons • Consider appeal of “exotic” forms • Consider using international signs • Use appropriate, legal signsExamples: equipment, Smiley face, Mickey Mouse ™
Example: E-Mail Emoticons • US/European Japanese:-) Regular smile (´`_´`) Reg smile:-( Sad (´`´`;) Cold sweat:-)) Very Happy (´`o´`) HappySource: New York Times, 12 August 1996
Typography • Use widely available fonts • Use appropriate formats for numbers, currency, time, physical measurements: • 1,234, 567.89 vs 1.234.567,89 vs. 1 234 • 8 pm vs. 20:00 • May 22, 2002; 22 May 2002; 2002.05.22 vs. Imperial Heisei, or H13 (Japan)
Color • Follow perceptual guides for legibility, warm/cool, 5±2 variations • National, cultural, religious usage • Sacred Examples: white/blue/gold (Western) vs. green/blue (Arab) vs. yellow (Buddhist) • Consider attitudes toward high- vs low-chroma (pastel) colors
Example: Color Sets • Sacred Colors • High- vs Low-Chroma Colors
Aesthetics: Dionysus/Apollo • Cultural preferences for layout, textures, patterns, colors • Europe/USA/Chinese/Japanese/ Indian architecture, painting • Traditional vs popular styles: Japan: highest = B+W, asymm. balance • Specific attitudes: body parts, Harel, Prabhu research in China, Japan
Language and Verbal style • Use appropriate languages, alphabets • Consider lengths of text, spelling, abbreviations, sorting • A-Z Sort: AÅ (France), ZÅ (Finland) • Use of hyphens, emphasis, quotes, double quotes • Examples: << >>, “ “, ‘ ‘, Italic
6. Conclusion • Web UI+IV design is immediately global • Develop specs per target markets • Resources exist • Design, evaluate, document variations
Acknowledgements • Stephanidis, User Interfaces for All chapter • Del Galdo, Nielsen, Fernandes references • Prabhu, Kurosu research
List Servers • ACM/SIGCHI Intercultural listserve:chi-intercultural@acm.orgModerator: Donald Day,d.day@acm.orgwww.HCIBib.org//SIGCHI/Intercultural • Non-sponsored intercultural research:Cross-L, University of DenverOwner: Roberto EvaristoFor info: Donald Day, d.day@acm.org
Other Info Sources • Cross-cultural color: wwwColorTool.com • Stephanidis, ed. User Interfaces for All, Lawrenc Erlbaum Associates, 1999 • IWIPS99; IWIPS00, 13-15 July 2000 • CHI99 SIG; HCII99: Cultural Diversity Panel August 1999, Munich • Simple Eng:www.userlab.com/SE.html
Selected References • DelGaldo and Nielsen, ed., International User Interfaces, 1996 • Fernandes, Global Interf. Design, 1995 • Marcus, "Internat. and Intercult. UIs," in UIs. for All, Stephanidis, ed., 1999 • Nielsen, ed., Designing User Interfaces or International Use, 1990 • Waters, Universal Web Design, 1997