CSUN Information Systems Systems Analysis & Design http://www.csun.edu/~dn58412/IS431/IS431_F15.htm Input/Output Design & User Interface IS 431: Lecture 10 1 Interface Design in SDLC IS 431 : Lecture 10 2 Output Design Internal, external, and turnaround outputs. Detailed, summary, and exception reports. Output implementation methods (Media). Formats for presenting information (Charts, Tables, Screen Outputs) Guidelines and process for output design. IS 431 : Lecture 10 3 Internal Outputs Internal outputs: for the internal system owners and system users within an organization. – Detailed reports present information with little or no filtering. – Summary reports categorize information for managers who do not want to wade through details (presented in graphical formats - executive info systems). – Exception reports filter detailed information before presenting it. IS 431 : Lecture 10 4 External Outputs External outputs: for customers, suppliers, partners, or regulatory agencies outside the organization. Turnaround documents are external outputs that eventually re-enter the system as inputs Bills and invoices include a stub to be returned by the customer with payment. IS 431 : Lecture 10 5 Computer Outputs Distribution Internal Output (reporting) Delivery Turnaround Output (external; then internal) External Output (transactions) Printer Detailed, summary, or exception information printed on hard-copy reports for internal business use. Business transactions printed on business forms that will eventually be returned as input business transactions. Business transactions printed on business forms that conclude the business transactions. Screen Detailed, summary, or exception information displayed on monitors for internal business use. Business transactions displayed on monitors in forms or windows that will also be used to input other data to initiate a related transaction. Business transactions displayed on business forms that conclude the business transactions. Point-of-Sale Terminals Information printed or displayed on specialpurpose terminals dedicated to specific internal business functions. Information printed or displayed on a specialpurpose terminal for the purpose of initiating a follow-up business transaction. Information printed or displayed on specialpurpose terminals dedicated to customers. IS 431 : Lecture 10 6 Computer Outputs … Distribution Internal Output (reporting) Delivery Turnaround Output (external; then internal) External Output (transactions) Multimedia (audio or video) Information transformed into speech for internal users. Information transformed into speech for external users who respond with speech or tone input data. Information transformed into speech for external users. E-mail Displayed messages related to internal business information. Displayed messages intended to initiate business transactions. Displayed messages related to business transactions. Hyperlinks Web-based links to internal information that is enabled via HTML or XML formats. Web-based links incorporated into Web-based input pages to provide users with access to additional information. Web-based links incorporated into Web-based transactions. Microfiche Archival of internal management reports to microfilm that requires minimal physical storage space. Not applicable unless there is Not applicable unless an internal need to archive there is an internal turnaround documents. need for copies of external reports. IS 431 : Lecture 10 7 Chart Types Sample Selection Criteria Line Chart Line charts show one or more series of data over a period of time. They are useful for summarizing and showing data at regular intervals. Each line represents one series or category of data. Area Chart Area charts are similar to line charts except that the focus is on the area under the line. That area is useful for summarizing and showing the change in data over time. Each line represents one series or category of data. Bar Chart Bar c harts are useful for comparing series or categories of data. Each bar represents one series or category of data. Column Chart Column charts are similar to bar charts except that the bars are vertical. Also, a series of column charts may be used to compare the same categories at different times or time intervals. Each bar represents one series or category of data. IS 431 : Lecture 10 8 Chart Types … Sample Selection Criteria Pie Chart Pie charts show the relationship of parts to a whole. They are useful for summarizing percentages of a whole within a single series of data. Each slice represents one item in that series of data. Donut Chart Donut charts are similar to pie charts except that they can show multiple series or categories of data, each as its own concentric ring. Within each ring, a slice of that ring represents one item in that series of data. Radar Chart Radar charts are useful for comparing different aspects of more than one series or category of data. Each data series is represented as a geometric shape around a central point. Multiple series are overlaid so that can be compared. Scatter Chart Scatter charts are useful for showing the relationship between two or more series or categories of data measured at uneven intervals of time. Each series is represented by data points using either different colors or bullets. IS 431 : Lecture 10 9 Tabular Report Design Principles Design Issue Design Guideline Examples Page Size Today the page sizes of choice are standard (8½" x 11") and legal (8½" x 14"). Not applicable Page Orientation Portrait orientation is often preferred because it is oriented the way we orient most books and reports; however, landscape is often necessitated for tabular reports because more columns can be printed. Page Headings At a minimum, page headers should include a recognizable report title, date and time, and page numbers. Report Legends A legend is an explanation of abbreviations, colors, or codes used in a report. In a printed report, a legend can be printed on only the first or last page. On a display screen, a legend can be made available as a pop-up dialogue box. IS 431 : Lecture 10 portrait landscape JAN 4, 2004 Page 4 of 8 Oversubscriptions By Course REPORT LEGEND SEATS – Number of seats in classroom LIM – Course Enrollment Limit 10 Tabular Report Design Principles … Design Issue Design Guideline Examples Column Headings Column headings should be short and descriptive. Avoid abbreviations or include a Report Legend Self-explanatory Heading Alignments Alignment should be tested with users for preferences with a special emphasis on the risk of misinterpretation of the information. NAME XXXXXXX XXXXXX STATUS X AMOUNT $X.XX Column Spacing If columns are too close, users may not Self explanatory properly differentiate between the columns. If they are too far apart, the user may have difficulty following a single row. Rule of thumb is to use 3-5 spaces between each. Row Headings The first one or two columns should identify data that differentiates each row. Rows should be sequenced in a fashion that supports their use. Frequently rows are sorted on a numerical key or alphabetically. IS 431 : Lecture 10 STUDENT ID 999-38-8476 999-39-5857 STUDENT NAME Mary Ellen Kukow Robert Flynn 11 Tabular Report Design Principles … Design Issue Design Guideline Formatting Data is often stored without formatting characters to save storage space. Outputs should reformat data to match the users’ norms. Control Breaks Groups of rows should be logically grouped in the report. The transition from one group to the next is called a control break and is frequently followed by subtotals for the group. End of Report Examples The end of a report should be clearly indicated to ensure that users have the entire report. IS 431 : Lecture 10 As stored: 307877262 8004445454 02272004 As output: 307-87-7262 (800) 444-5454 Feb 27, 2004 RANK CPT CPT CPT CPT NAME JANEWAY, K KIRK, J PICARD, J SISKO, B CAPTAINS TOTAL SALARY 175,000 225,000 200,000 165,000 765,000 LTC OTC LTC LTC CHAKOTAY DATA RICKER, W SPOCK, S EXEC OFFCR TOTAL 110,000 125,000 140,000 155,000 530,000 *** END OF REPORT *** 12 Screen Output Design Screen Design Consideration Design Guidelines Size The designer should consider the “lowest common denominator.” The default window size should be less than or equal to the worst resolution display in the user community. Scrolling On-line outputs have the advantage of not being limited by the physical page. This can also be a disadvantage if important information such as column headings scrolls off the screen. If possible, freeze important headings at the top of a screen. Navigation Users should always have a sense of where they are in a network of on-line screens. Users also require the ability to navigate between screens. Partitioning In Windows, zones are forms within forms. On the Internet, frames are pages within pages. Information Hiding On-line applications offer capabilities to hide information until it is either needed or becomes important. Techniques include drill-down and pop-up dialogue boxes. Highlighting Highlighting can call users’ attention to erroneous data, exception data, or specific problems. Highlighting can also be a distraction if misused. Printing Always provide users the option to print a permanent copy of the report. IS 431 : Lecture 10 13 Logical Data Structure for Output Requirements INVOICE ADDRESS = + + + + + + + + + + + + + + INVOICE NUMBER INVOICE DATE CUSTOMER NUMBER CUSTOMER NAME CUSTOMER BILLING ADDRESS = ADDRESS > 1 { SERVICE DATE + SERVICE PROVIDED + SERVICE CHARGE } n PREVIOUS BALANCE DUE PAYMENTS RECEIVED TOTAL NEW SERVICE CHARGES INTEREST CHARGES NEW BALANCE DUE MINIMUM PAYMENT DUE PAYMENT DUE DATE ( DEFAULT CREDIT CARD NUMBER ) ( [ CREDIT MESSAGE, PAYMENT MESSAGE ] ) = + + + + ( POST OFFICE BOX NUMBER ) STREET ADDRESS CITY STATE ZIP CODE IS 431 : Lecture 10 14 Output Design Principles Right User: the distribution of (or access to) outputs to relevant users. Right Format: outputs should be simple to read and interpret (user friendly). Right Info: outputs must be acceptable (satisfy business requirements) to the system users who will receive them. Right Time: just in time, currency. IS 431 : Lecture 10 15 Output Design Process 1. Identify system outputs and review logical requirements. • Physical DFD 2. Specify physical output requirements. • Media, timing, volume, distribution 3. If necessary, design any preprinted forms. • Layout, mailing, turnaround 4. Design, validate and test outputs using some combination of: • • • Layout tools (e.g., hand sketches, spacing charts, or CASE tools. Prototyping tools (e.g., spreadsheet, PC DBMS, 4GL) Code generating tools (e.g., report writer) IS 431 : Lecture 10 16 Output Design with a Modern CASE Tool IS 431 : Lecture 10 17 Input Design Data capture, data entry, and data input. Format and media for a computer input. Human factors in computer inputs design. Internal controls for computer inputs. IS 431 : Lecture 10 18 Data Capture, Entry, and Processing Data capture = identification and acquisition of new data (at its source). – Source documents = forms used to record business transactions in terms of data describing those transactions. Data entry = translating the source data or document into a computer readable format. Data processing = all processing occurs on the data after it is input from a machine readable form. – In batch processing, the entered data is collected into files called batches and processed as a complete batch. – In on-line processing, the captured data is processed immediately – In remote batch processing, data is entered and edited on-line, but collected into batches for subsequent processing. IS 431 : Lecture 10 19 Input Implementation Methods Keyboard Mouse Point-of-sale terminals Sound and speech Automatic data capture – – – – – – Optical mark recognition (OMR): Bar codes Optical character recognition (OCR) Magnetic Ink Electromagnetic transmission Smart cards Biometric IS 431 : Lecture 10 20 Computer Inputs Process Method Data Capture Data Entry Data Processing Keyboard Data is usually captured on a business form that becomes the source document for input. Data can be collected real-time. Data is entered via keyboard. This is the most common input method but also the most prone to errors. OLD: Data can be collected into batch files (disk) for processing as a batch. NEW: Data is processed as soon as it has been keyed. Mouse Same as above. Used in conjunction with keyboard to simplify data entry. Mouse serves as a pointing device for a screen. Same as above, but the use of a mouse is most commonly associated with online and real-time processing. Touch Screen Same as above. Data is entered o a touch screen display or handheld device. Data entry users either touch commands and data choices or enter data using handwriting recognition. On PCs, touch screen choices are processed same as above. On handheld computers, data is sorted on the handheld for later processing as a remote batch. Point of Sale Data is captured as close to the point of sale as humanly possible. No source documents. Data is often entered directly by the customer or by an employee directly interacting with the customer. Data is almost always processed immediately as a transaction or inquiry. IS 431 : Lecture 10 21 Computer Inputs … Process Method Data Capture Data Entry Sound Data is captured as close to the source as possible, even when the customer is remotely located. Data is entered using touch-tones Data is almost always (typically from a telephone). processed immediately as Usually requires fairly rigid a transaction or inquiry. command menu structure and limited input options. Speech Same as sound. Data (and commands) is spoken. This technology is not as mature and is much less reliable and common than other techniques. Data is almost always processed immediately as a transaction or inquiry. Optical Mark Data is recorded on optical scan sheets as marks or precisely formed letter, numbers, and punctuation. Eliminates the need for data entry. Data is almost always processed as a batch. Magnetic Ink Data is usually prerecorded on forms that are subsequently completed by the customer. The customer records additional information on the form. A magnetic ink reader reads the magnetized data. The customeradded data must be entered using another input method. Data is almost always processed as a batch. IS 431 : Lecture 10 Data Processing 22 Computer Inputs … Process Method Data Capture Data Entry Data Processing Electromagnetic Data is recorded directly on the object to be described by data. Data is transmitted by radio frequency. Data is almost always processed immediately. Smart Card Data is recorded directly on Data is read by smart card a device to be carried by the readers. customer, employee, or other individual that is described by that data. Data is almost always processed immediately. Biometric Unique human characteristics become data Data is processed immediately. Data is read by biometric sensors. Primary applications are security and medical monitoring IS 431 : Lecture 10 23 Input Design Guidelines Capture only variable data (quantity bought). Do not capture data that can calculated (sales total) or stored in computer programs as constants (unit prices). Minimize errors from user’s entry: user friendly format with business ID codes / available options for appropriate attributes . IS 431 : Lecture 10 24 Source Document / Form Design Guidelines Include instructions for completing the form. Minimize the amount of data handwriting/keying. Data to be entered (keyed) should be sequenced: top-down and left-right. When possible, based input design on known metaphors (similar layout to paper docs). IS 431 : Lecture 10 25 Bad Flow in a Form IS 431 : Lecture 10 26 Good Flow in a Form IS 431 : Lecture 10 27 Internal Controls for Inputs Each input, and the total number of inputs should be monitored (to minimize the risk of lost transactions). – For batch processing Use batch control slips (batch total) Use one-for-one checks against post-processing detail reports – For on-line systems Log each transaction as it occurs Assign each transaction a confirmation number (common in webbased systems) Validate all data – – – – – – Existence checks (required fields) Data type checks (alphanumeric vs. numeric) Domain checks (range value) Combination checks (related range for details of a category) Self-checking digits (bit check of ID numbers) Format checks (input masks for currency, date, phone, SSN) IS 431 : Lecture 10 28 Common GUI Controls (Windows and Web) Text boxes Radio buttons Check boxes List boxes Drop down lists Combination boxes Spin boxes Buttons IS 431 : Lecture 10 29 Common GUI Controls … Text boxes – When the input data values are unlimited in scope Radio buttons – When data has limited predefined set of mutually exclusive values Check boxes – When value set consists of a simple yes or no value List boxes – When data has a large number of possible values Drop down lists – When data has large number of possible values and screen space is too limited for a list box Combination boxes – When need to provide the user with option of selecting a value from a list or typing a value that may or may not appear in the list Spin boxes – When need to navigate through a small set of choices or directly typing a data value IS 431 : Lecture 10 30 Input Design Process 1. Identify system inputs and review logical requirements. 2. Select appropriate input GUI components/controls. 3. As necessary, design any source documents. 4. Design, validate and test inputs using some combination of: • • Layout tools (e.g., hand sketches, spacing charts, or CASE tools. Prototyping tools (e.g., spreadsheet, PC DBMS, 4GL) IS 431 : Lecture 10 31 A Logical Data Structure for Input Requirements ORDER = + + + + + + + ADDRESS = + + + + ORDER NUMBER ORDER DATE CUSTOMER NUMBER CUSTOMER NAME CUSTOMER SHIPPING ADDRESS = ADDRESS > ( CUSTOMER BILLING ADDRESS = ADDRESS > ) 1 { PRODUCT NUMBER + QUANTITY ORDERED } n ( DEFAULT CREDIT CARD NUMBER ) ( POST OFFICE BOX NUMBER ) STREET ADDRESS CITY STATE ZIP IS 431 : Lecture 10 32 User Interface Design System users and special design considerations. Human engineering factors and guidelines for an integrated user interface design Integrate output and input design into an overall user interface. IS 431 : Lecture 10 33 System User Classifications Expert User – an experienced computer user – Spends considerable time using specific application programs. – Use of a computer is usually considered non-discretionary. – In the mainframe computing era, this was called a dedicated user. Novice User – a less experienced computer user – Uses computer on a less frequent, or even occasional, basis. – Use of a computer may be viewed as discretionary (although this is becoming less and less true). – Sometimes called a casual user. IS 431 : Lecture 10 34 Interface Problems Interface problems result in confusion, panic, frustration, boredom, misuse, abandonment, and other undesirable consequences. – Excessive use of computer jargon and acronyms – Non-obvious or less-than-intuitive design – Inability to distinguish between alternative actions (“what do I do next?”) – Inconsistent problem-solving approaches – Design inconsistency IS 431 : Lecture 10 35 Human Engineering Guidelines The user should always be aware of what to do next – – – – – Tell user what the system expects right now. Tell user that data has been entered correctly. Tell user that data has not been entered correctly. Explain reason for a delay in processing. Tell user a task was completed or not completed. Format screen so instructions and messages always appear in the same general display area. Display messages and instructions long enough so user can read them. IS 431 : Lecture 10 36 Human Engineering Guidelines … Use display attributes sparingly. Default values should be specified. Anticipate errors users might make. Users should not be allowed to proceed without correcting an error. If user does something that could be catastrophic, the keyboard should be locked to prevent any further input, and an instruction to call the analyst or technical support should be displayed. IS 431 : Lecture 10 37 Guidelines for Dialogue Tone and Terminology Tone: – Use simple, grammatically correct sentences. – Don’t be funny or cute: overuse of humor. – Don’t be condescending: overuse of praise. Terminology – – – – – Don’t use computer jargon. Avoid most abbreviations. Use simple terms. Be consistent in your use of terminology. Carefully phrase instructions—use appropriate action verbs (select vs. pick, type vs. enter, press vs. hit). IS 431 : Lecture 10 38 User Interface Design Process 1. Chart the user interface dialogue. 2. Prototype the dialogue and user interface. 3. Obtain user feedback. Special Issues to Consider • • Internal controls—authentication and authorization On-line help IS 431 : Lecture 10 39 Sample Dialogue Chart IS 431 : Lecture 10 40 Common Approaches for Display Area • Paging displays a complete screen of characters at a time. The complete display area is known as a page (or screen). The page is replaced on demand by the next or previous page. •Scrolling moves the displayed information up or down on the screen, one line at a time. IS 431 : Lecture 10 41 Styles in Designing Graphical User Interfaces Windows and frames Menu-driven interfaces Instruction-driven interfaces Question-answer dialogue IS 431 : Lecture 10 42 GUI Menus Pull down and cascading menus Tear-off and pop-up menus Toolbar and iconic menus Hypertext and hyperlink menus IS 431 : Lecture 10 43 Automated Tools for User Interface Design Microsoft Access CASE Tools Visual Basic Excel Visio Visual Basic Menu Construction IS 431 : Lecture 10 44 A Classical Hierarchical Menu Dialogue IS 431 : Lecture 10 45 Pull-Down and Cascading Menus Cascading menu menu bar Ellipses indicates dialogue box Pull-down menu IS 431 : Lecture 10 46 Dialogue Box IS 431 : Lecture 10 47 Pop-Up Menus IS 431 : Lecture 10 48 Tool Bars IS 431 : Lecture 10 49 Iconic Menus IS 431 : Lecture 10 50 Consumer-Style Interface IS 431 : Lecture 10 51 Hybrid Windows/Web Interface IS 431 : Lecture 10 52 Instruction-Driven Interface IS 431 : Lecture 10 53 Authentication Log-in Screen IS 431 : Lecture 10 54 Help Tool Tip IS 431 : Lecture 10 55 Help Wizard IS 431 : Lecture 10 56 SoundStage Main Menu IS 431 : Lecture 10 57