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Saturday, June 18, 2011

Designing With the Mind In Mind-Book Review

Designing with the Mind in Mind: Simple Guide to Understanding User Interface Design Rules
Designing with the Mind in Mind: Simple Guide to Understanding User Interface Design Rules (Kindle Edition)

This is another excellent book to add to your shelf, after giving it a careful read, alongside other excellent books on information visualization.
I claim an interest in the field of data visualizations. And not just the Lego blocks in colorful arrangements type of visualizations, though that is not to gainsay their utility or ability to entertain. This interest in meaningful information and data visualizations goes back at least 8 years, to 2003, when I first started working as the product manager for visualizations in the Discoverer product from Oracle (sort of tautological - working for Oracle would presuppose that the products I worked on would be Oracle products too...). Starting in 2004 my interest in visualizations took a more detailed turn when I starting haranguing people about the utility of having interactive visualizations. Some of what I have written in my capacity as a product manager for data visualizations in Oracle BI since 2006 has made its way into the product, much more is making its way into the product, and there is much that will eventually, I hope, make its way into the product.

GUI Bloopers 2.0, Second Edition: Common User Interface Design Don'ts and Dos (Interactive Technologies)Therefore, it is but natural that I also have an interest in literature on data visualizations. To that end I have read some books and papers and blogs on the topic over the years, including Information Dashboard Design: The Effective Visual Communication of Data, The Visual Display of Quantitative Information, Envisioning Information, A Tour through the Visualization Zoo - ACM Queue, and more... There is always the humorous yet educational blog Junk Charts. Then there is the often acerbic yet valuable blog by Stephen Few (whose post first led me to this book), Visual Business Intelligence. And so on...

This year, the first book I have read on the topic, Designing with the Mind in Mind: Simple Guide to Understanding User Interface Design Rules by Jeff Johnson, is not really a book on data visualizations per-se. This book will not tell you the utility of a bar graph versus a line graph. It will not tell you what decorations to apply or not apply to graphs, whether 3D effects look good on a graph (they don't), what chart junk is (see Edward Tufte's books for that), etc... The author, Jeff Johnson, is an authority in this field, has been active in the field of HCI (Human Computer Interactions) for more than 30 years, and has worked at Xerox, Sun Microsystems, HP Labs, etc...

Don't Make Me Think: A Common Sense Approach to Web Usability, 2nd EditionHis latest work is more a book about the theory of how the mind perceives information, of how humans understand what they read, and how our eyes are attuned to paying attention to not just what's happening in front of us but also at the periphery of our vision. This is a "design" book - "Design rules often describe goals rather than actions. They are purposefully very general to make them broadly applicable, but that means that their exact meaning and their applicability to specific design situations is open to interpretation.". It is a book that informs us how some of the perceptual hard-wiring in our brains has evolved because of very sound reasons, and why information systems that tend to ignore or force their way against these perceptual conduits often fail. That you have more a vast proliferation of interfaces that are designed so as to violate these fundamental precepts of cognition is an indication of how far we still have to go in this field.

In every book on user interface design, whether specific or general, you will find the usual suspects - the Gestalt principles: Proximity, Similarity, Continuity, Closure, Symmetry, Figure/Ground, and Common. The author says these provide a useful basis for guidelines for graphic and user interface design.
... Several Gestalt principles describe our visual system’s tendency to resolve ambiguity or fill in missing data in such a way as to perceive whole objects. The first such principle, the principle of Continuity, states that our visual perception is biased to perceive continuous forms rather than disconnected segments.
Slider controls are a user-interface example of the Continuity principle. We see a slider as depicting a single range controlled by a handle that appears somewhere on the slider, not as two separate ranges separated by the handle.

A recommended practice, after designing a display, is to view it with each of the Gestalt principles in mind—Proximity, Similarity, Continuity, Closure, Symmetry, Figure/Ground, and Common Fate—to see if the design suggests any relationships between elements that you do not intend.


Information Visualization, Second Edition: Perception for Design (Interactive Technologies)If we are to read and understand what's written, like instructions on a screen, or tooltips, or the like, then it stands to reason that the typeface be easy-to-read. But the author goes beyond that, deeper, into the roots of how we read and understand, and how, therefore, poorly designed interfaces can interrupt the process by which we understand what we understand.
In other words, the most efficient way to read is via context-free, bottom-up, feature-driven processes that are well learned to the point of being automatic. Context-driven reading is today considered mainly a backup method that, although it operates in parallel with feature-based reading, is only relevant when feature-driven reading is difficult or is insufficiently automatic.
... reading can be disrupted by hard-to-read scripts and typefaces. Bottom-up, context-free, automatic reading is based on recognition of letters and words from their visual features. Therefore, a typeface with difficult-to-recognize feature and shapes will be hard to read.


Visual noise in and around text can disrupt recognition of features, characters, and words and therefore drop reading out of automatic feature-based mode into a more conscious and context-based mode.
The same goes for colors too. Color patch size and separation for example are used by our visual system to make out one color from another.
Color patch size: The smaller or thinner objects are, the harder it is to distinguish their colors
Separation: The more separated color patches are, the more difficult it is to distinguish their colors...

Color patches in chart legends should be large to help people distinguish the colors


change blindness” (Wikipedia link) is what sometimes causes people to not pay attention to not pay attention to a message of possible importance flashed by an application. Therefore, "Don’t require people to remember system status or what they have done, because their attention is focused on their primary goal and progress toward it."

Envisioning InformationThere have been at least three books I have read this year that have ended up talking about the concept, history, and neurology of memory (Moonwalking with Einstein: The Art and Science of Remembering Everything, Talent Is Overrated: What Really Separates World-Class Performers from Everybody Else, and The Shallows: What the Internet Is Doing to Our Brains), and this book is a fourth one, if you add to the list books that cover only peripherally the topic of memory. In this book, the author describes the workings of memory, how they are formed, and what implications it has when it comes to aiding users in remember previously performed actions in a graphical user-interface.

memories, like perceptions, consist of patterns of activation of large sets of neurons. Related memories correspond to overlapping patterns of activated neurons.
...

However, it has many weaknesses: it is error-prone, impressionist, free-associative, idiosyncratic, retroactively alterable, and easily biased by a variety of factors at the time of recording or of retrieval.
...
One implication of this pattern is that interactive systems should indicate what users have done versus what they have not yet done.
...
A new face stimulates a pattern of neural activity that has not been activated before, so no sense of recognition results. Of course, a new face may be so similar to a face we have seen that it triggers a misrecognition, or it may be just similar enough that the neural pattern it activates triggers a familiar pattern, causing a feeling that the new face reminds us of someone we know.
...
In contrast, recall is long-term memory reactivating old neural patterns without immediate similar perceptual input.
...
Whatever the evolutionary reasons, our brain did not evolve to recall facts.
...
Because people are bad at recall, they develop methods and technologies to help them remember facts and procedures
...
The relative ease with which we can recognize things rather than recall them is the basis of the graphical user interface (GUI)
...
The relative ease with which we can recognize things rather than recall them is the basis of the graphical user interface (GUI) (Johnson et al., 1989). The GUI is based on two well-known user interface design rules:
  • See and choose is easier than recall and type.
  • Use pictures where possible to convey function.

And what does the author mean here?
Even insects, mollusks, and worms, without even an old brain—just a few neuron clusters—can learn from experience. However, only creatures with a cortex or brain structures serving similar functions[2] can learn from the experiences of others.
...
caveat is that some birds can learn from watching other birds.


The mind just races with the possibilities. A student peering over the shoulder of another at an exam is sure learning from the experience of others, on a lighter note.


The Visual Display of Quantitative InformationAs with other tasks, consistency within an application's interface is critical. This is also one of the primary tasks of a user interface design engineer - to ensure that different screens, different parts of an application all have the same vocabulary of interface and action. Different parts of an application are worked upon by different engineers, and this can often enough cause those parts of an application to look inconsistent in how they look and feel (the classic problem that LAF standards seek to minimize). Even with the benefit of guidelines and look-and-feel standards that are in place at most large software development companies, it is inevitable that inconsistencies can creep into the UI of an application. This is where the importance of a user-interface and user-experience design team cannot be stressed enough.
To reduce the time it takes for people to master your application, Web site, or appliance, so that using it becomes automatic or nearly so, don’t force them to learn a whole new vocabulary
....
Same name, same thing; different name, different thing. (FormsThatWork.com) This means that terms and concepts should map strictly 1:1. Never use different terms for the same concept, or the same term for different concepts. Even terms that are ambiguous in the real world should mean only one thing in the system. Otherwise, the system will be harder to learn and remember.

Performance and the perception of responsiveness are different beasts altogether, related only by the often contentious thread of individual experiences. Personal experiences can differ widely. What one considers slow is considered acceptable by someone else. In my life and times as a product manager, there have been several occasions where discussions about performance, the expectation of performance, and what can be considered as responsiveness on the part of an application and what should be considered as 'slow' have ranged from the pleasant, the cordial, to the contentious even.
Responsiveness is related to performance, but it is different. Performance is measured in terms of computations per unit of time. Responsiveness is measured in terms of compliance with human time requirements and, as described above, user satisfaction.
...
Time lag between a visual event and our full perception of it: 100 milliseconds (0.1 seconds)
...
Our brain compensates by extrapolating the position of moving objects by 0.1 second. Therefore, as a rabbit runs across your visual field, you see it where your brain estimates it is now, not where it was 0.1 second ago
To be perceived by users as responsive, interactive software must follow these guidelines:
Acknowledge user actions instantly, even if returning the answer will take time; preserve users’ perception of cause and effect
Let users know when the software is busy and when it isn’t
...
Animate movement smoothly and clearly • Allow users to abort (cancel) lengthy operations they don’t want
...
Interactive systems should avoid lengthy gaps in on their side of the conversation. Otherwise, the human user will wonder what is happening. Systems have about 1 second to either do what the user asked or indicate how long it will take.
...
It is true that meeting those deadlines on the Web is difficult—often impossible. However, it is also true that those deadlines are psychological time constants, wired into us by millions of years of evolution, governing our perception of responsiveness.


Information Dashboard Design: The Effective Visual Communication of DataEvery book on memory and cognition will also talk about the two kinds of memory that exist. One is the long-term memory, which consists of the things we remember for a long time, often as long as our lives. The other is short-term or working memory, to which is the attributed the magic number of seven, plus or minus two, which is the average number of objects a person can hold in their working memory. It turns out that while this number may not appear to be impressively high, in reality it is even lower!
This breaking down of tasks into subtasks ends with small subtasks that can be completed without a break in concentration, with the subgoal and all necessary information either held in working memory or directly perceivable in the environment. These bottom-level subtasks are called “unit tasks” (Card et al., 1983).
...
Unit tasks have been observed in activities as diverse as editing documents, entering checkbook transactions, designing electronic circuits, and maneuvering fighter jet planes in dogfights, and they always last somewhere in the range of 6 – 30 seconds.
 In conclusion, this is not the book to pick up in the middle of a time-sensitive project to get guidance on user-interface doubts. No. The time to pick this book and go through is before. Or in-between deadline-driven assignments.





Kindle Excerpt:



Thursday, May 26, 2011

Google Maps Based Background Maps in 11.1.1.5.0

One of the new features in the Oracle Business Intelligence 11g v 11.1.1.5.0 release is the support for Google Maps based background maps.
In a nutshell, what this means is that MapViewer now supports Google Maps as a built-in tile layer. Which means you can use MapViewer to create a tile layer with tile imagery served from the Google Maps server. Once created, you can use these map tiles in your map views in Oracle BI as background maps, without the need to do any programming or custom work. Therefore, in addition to your own background maps, or maps from NAVTEQ, you can also use background maps from Google Maps in 11.1.1.5.0

The spatial data to be overlain in your map views still needs to come from some spatial data source, like that provided by NAVTEQ and stored in an Oracle Database.

There are also some other improvements to map views in this release that I will outline next week.

In a nutshell this is what the process looks like:

1. From MapViewer, create a new map tile. Select "Google Maps" from the dropdown of available map sources. This is the new feature in MapViewer in this release, viz. the ability to specify a Google Maps map sources via the UI, without having to write code.

2.  Go to code.google.com and Sign Up for the Google Maps API - Google Maps API Family - Google Code Then enter this key in the field on the tile layer's properties page. Be sure to be aware of the terms and conditions under which you are allowed to use the Google Maps API, like usage, availability, etc...

The other thing to note here is that you have to specify, as expected, where the spatial data source is for this tile layer. In this case I am using the OBIEE_NAVTEQ_Sample data source from the Sample App. This will tell me what the shapes and definitions are for the geographical entities I want to map on my maps. Unless I am using longitude and latitude coordinates, in which case I can directly plot them on any background map.

3. You can preview the tile layer thus created in MapViewer. This will allows you to verify that the tile layer was created correctly, and that it is fetching the tile layers correctly from the Google Maps server.


4. The next steps have to be done inside Oracle BI. Log in to Oracle BI, go to "Administration", and go to the Manage Map Data screen. From the "Background Maps" tab, select and import this background map into your BI metadata.


5.Now, when you create a new map view, or edit a map view, provided your map view utilizes at least one layer that is also defined to be part of your Google Maps based background map, you can select this Google Map to be your background map for the map view...

More later...

Invitation to Participate in an Oracle BI User Survey

Your chance to make a difference to Oracle products and how they look. There is a survey being conducted by our BI User Experience team and I strongly urge you to take a few minutes to go over this post and to take the survey.
Thanks!!


The Oracle Business Intelligence User Experience (BIUX) Team is committed to using customer feedback to continuously improve our BI products.

We would like to invite you to participate in our first large-scale BI user survey to inform us about your main job responsibilities, technical background, tool usage, and work environment.

To access the survey, please click on the unique URL below.
http://www.oraclesurveys.com/se.ashx?s=705E3EFC3D7B563A

Our goal is to reach as many users as possible, so we would also like to ask you to help us spread the word by forwarding the survey link to other BI users in your company/institution. They can range from developers to business end users.

This survey should take approximately 10 minutes to complete. It will remain open until TUESDAY, MAY 31, 2011.

Should you have any questions or concerns about the survey, please contact John Hu at john.hu@oracle.com or 650-506-6500.

We look forward to your participation and assistance with spreading the word!

Regards,
The Oracle Business Intelligence User Experience (BIUX) Team

Monday, May 09, 2011

Oracle BI Mobile now available on iTunes App Store


Over the weekend came the news I had been waiting for, and to admit, with a little bit of anxiety. The Oracle Business Intelligence Mobile app for 11.1.1.5.0 (see my posts on the 11.1.1.5.0 release) was approved and became available for download from the Apple iTunes App Store. It can be downloaded from http://itunes.apple.com/us/app/oracle-business-intelligence/id434559909?mt=8&ls=1



As I have been saying (whining perhaps?) for a few days, I have a ton of stuff to complete this week on our mobile product, so please excuse the brevity of these posts.

You can view the doc on the mobile app from within the app itself, or from your browser (see blog post  11.1.1.5.0 Doc Chapter on Mobile)
The Oracle Business Intelligence 11.1.1.5.0 release itself can be downloaded from OTN (see blog post 11.1.1.5.0 Available for Download)

Saturday, May 07, 2011

11.1.1.5.0 Doc Chapter on Mobile

Using Oracle Business Intelligence Mobile - to read up on the capabilities of Oracle Business Intelligence Mobile in v 11.1.1.5.0.
I must point out though that some of the screenshots of the app are a bit dated. We made some last minute changes to the user interface of the app, which happened after the doc had been frozen. Also, you will notice on at least one screen the version number of the app is listed as 11.1.1.4.0, which, you would realize, is not quite the correct version number.

Among the changes we made to the app, one of the more significant ones has been to provide easy access to Dashboards a user has access to. This is available by tapping the Catalog icon on the tab bar.

More later - once the app is available on the iTunes App Store.

Also see Oracle Business Intelligence Blog: 11.1.1.5.0 Release Announced and Oracle Business Intelligence Blog: 11.1.1.5.0 Available for Download

11.1.1.5.0 Available for Download

I had blogged on the announcement of the 11.1.1.5.0 release of Oracle Business Intelligence
The software is now available for download from the Oracle Technology Network at the Oracle Business Intelligence (11.1.1.x) Downloads page.

The following platforms are available for download:
  • Microsoft Windows x86 (32-bit)
  • Microsoft Windows x86 (64-bit)
  • Linux x86 (32-bit)
  • Linux x86 (64-bit)
  • Sun Solaris SPARC (64-bit)
The Repository Creation Utility (11.1.1.5.0) software, required for installing Oracle BI, is also available for the Windows and Linux environments.


TheRelease Notes, Documentation Library, and  Certification Information is also available for this release.

Happy downloading and using Oracle Business Intelligence 11.1.1.5.0

And a happy weekend to all.

Tuesday, May 03, 2011

11.1.1.5.0 Release Announced

The latest release of Oracle Business Intelligence, 11.1.1.5.0, was announced today. The press release can be read on Oracle.com at New Releases of Oracle® Business Intelligence Software Enable Enterprises to Improve Timely, Accurate, and Role-Based Insight, or on Yahoo! at http://finance.yahoo.com/news/New-Releases-of-OracleR-iw-2880460762.html?x=0&.v=1

I am neck deep in stuff around this release, so I do not have anything more to post yet, but the plan is to put up several posts on what's new in this release, especially around mobile and spatial.

From the press release, here are the salient features of this release:
  • Support for the iPad and iPhone. On-the-go access to the complete range of alert, ad hoc analysis, dashboard, reporting, scorecard, “what-if” analysis,etc...  In addition, users now have the ability to initiate actions and workflows directly from their mobile devices. 11.1.1.5 content is optimized for use with the iPad and iPhone – without requiring design changes to existing reports and dashboards.
  • Extended support for additional data sources including Oracle TimesTen In-Memory Database, Oracle OLAP, Microsoft SQL Server Analysis Services and SAP Business Information Warehouse (BW).
The software should become available on OTN for download shortly, and then on edelivery.oracle.com after that. Once the bits become available I will post an update. You do not have to wait for me to post actually - the software when available will show up on the Oracle Software Downloads page. Actually, if you are the impatient kind, this is the deep link to the download page for the Oracle Business Intelligence 11.x releases - Oracle Business Intelligence 11g Downloads




You can also follow the @oracle_biee Twitter feed at http://twitter.com/#!/oracle_biee

Thursday, April 14, 2011

New Exadata v2 book


Shyan Varan Nath tweeted on the availability of a new Exadata book: Achieving Extreme Performance with Oracle Exadata.


Achieving Extreme Performance with Oracle ExadataFrom the Amazon.com page for the book, here is some background on the authors, four of them, all from Oracle:
  • Robert (Bob) Stackowiak is Vice President, Enterprise Solutions at Oracle. He has coauthored several books on Oracle technologies. Stackowiak's papers regarding data warehousing and computer and software technology have appeared in publications such as The Data Warehousing Institute's Journal of Data Warehousing and Data Warehousing Trends and Applications.
  • Rick Greenwald is Director of Oracle Partner Enablement at Oracle where he has worked for more than 10 years. He is also the author or coauthor of several books on Oracle technologies.
  • Maqsood Alam, OCP, is Senior Manager, Product Development at Oracle. He is focused on evangelizing Oracle Exadata, performing competitive benchmarks, promoting best practices for migrations into Oracle Exadata from Oracle and non-Oracle databases, and providing support to customers undergoing large Oracle Exadata implementations.
  • Mans Bhuller, Senior Director, Enterprise Solutions, Oracle, has worked at the forefront of emerging technologies at Oracle Corporation for the last 13 years. He currently runs the Database, Grid, and Systems Management architecture practice within Oracle's Enterprise Solutions Group where he has been paving the way for the Sun Oracle database machine and other foundational technologies.

Table of contents
  • Part I: Features and Foundations 
    • Chapter 1: Oracle and Tightly Integrated Hardware and Software Platforms 
    • Chapter 2: Oracle 11g Enterprise Edition Features 
    • Chapter 3: Exadata Software Features 
    • Chapter 4: Oracle Exadata Database Machine Platform Hardware Components 
  • Part II: Best Practices 
    • Chapter 5: Managing the Exadata Database Machine 
    • Chapter 6: High Availability and Backup Strategies 
    • Chapter 7: Deploying Data Warehouses on the Oracle Exadata Database Machine 
    • Chapter 8: Exadata and OLTP 
    • Chapter 9: Consolidating Databases with the Oracle Exadta Database Machine 
    • Chapter 10: Migrating to the Exadata Database Machine Appendix: Exadata Capacity and Performance Specifications
Kindle Excerpt:


Tuesday, March 29, 2011

Magic Quadrant for Corporate Performance Management Suites 2011

Analyst research firm Gartner has published a new report titled " Magic Quadrant for Corporate Performance Management Suites", (Gartner RAS Core Research Note G00210145), dated March 8, 2011, authored by Neil Chandler and John E. Van Decker.

Oracle has been ranked the highest along the "Ability to Execute" dimension, and the second highest along the "Complete of Vision" dimension.

Some excerpts from the research note:
For more head over to the Gartner link above, or to the EPM and BI site at Oracle.com

New Oracle University Course: BI 11g Sys Admin

Oracle University has published a new online Oracle BI EE 11g course, "Oracle BI 11g R1: Introduction to System Administration - Online Course". It is in a self-study format, and is intended to allow users to learn how to manage Oracle BI 11g:
  • Fusion Middleware (FMW) Control to monitor manage, and configure Oracle BI system components
  • Oracle WebLogic Server (WLS) Administration Console to monitor and manage Oracle BI JEE Java components
  • Oracle Process Manager and Notification Server (OPMN) Tool to manage Oracle BI system components
  • Oracle BI Administration Tool to perform administrative tasks.
The course topics are:
  • Oracle BI System Administration Overview
  • Managing Oracle Business Intelligence
  • Configuring the Oracle BI SystemStarting and Stopping Oracle BI
  • Scaling an Oracle BI Deployment
  • Deploying Oracle BI For High Availability
  • Managing Performance Tuning and Query Caching
  • Diagnosing and Resolving Issues in Oracle BI
  • Managing Usage Tracking
  • Oracle BI Security