Apple Newton 2.0 User Manual

Addison-Wesley Publishing Company
Reading, Massachusetts Menlo Park, California New York Don Mills, Ontario Wokingham, England Amsterdam Bonn Sydney Singapore Tokyo Madrid San Juan Paris Seoul Milan Mexico City Taipei
Apple Computer, Inc.
© 1996, 1994 Apple Computer, Inc. All rights reserved.
No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, mechanical, electronic, photocopying, recording, or otherwise, without prior written permission of Apple Computer, Inc., except to make a backup copy of any documentation provided on CD-ROM. Printed in the United States of America.
No licenses, express or implied, are granted with respect to any of the technology described in this book. Apple retains all intellectual property rights associated with the technology described in this book. This book is intended to assist application developers to develop applications only for Apple-labeled or Apple-licensed computers.
Every effort has been made to ensure that the information in this manual is accurate. Apple is not responsible for printing or clerical errors.
Apple Computer, Inc. 1 Infinite Loop Cupertino, CA 95014 408-996-1010
Apple, the Apple logo, APDA, AppleLink, AppleTalk, LaserWriter, Macintosh, and Newton are trademarks of Apple Computer, Inc., registered in the United States and other countries.
Balloon Help, Espy, Geneva, the light bulb logo, MessagePad, NewtonScript, Newton Toolkit, New York, QuickDraw, and System 7 are trademarks of Apple Computer, Inc.
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Simultaneously published in the United States and Canada.
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ISBN 0-201-48838-8 1 2 3 4 5 6 7 8 9-MA-0099989796 First Printing, May 1996
Library of Congress Cataloging-in-Publication Data
Newton 2.0 user interface guidelines / Apple Computer, Inc.
p. cm. Includes index. ISBN 0-201-48838-8
1. User interfaces (Computer systems) I. Apple Computer, Inc.
QA76.9.U83N49 1996
005.265—dc20 96-20168 CIP
Contents
Figures xiii
Preface
Chapter 1
About This Book
Who Should Read This Book xxi What’s in This Book xxii Related Books xxii Visual Cues Used in This Book xxiii Developer Products and Support xxiii
Newton and Its Users
Understand Newton 1-1 Know Your Audience 1-2
What People Do With Newton 1-3 Accessibility 1-3
Observe Basic Human Interface Principles 1-4
Metaphors 1-4 Direct Manipulation 1-6 Feedback 1-7 See and Point 1-7 Consistency 1-7 User Control 1-8 Forgiveness 1-8 Stability 1-9 Aesthetic Integrity 1-9
Design for the Newton System 1-10
Observe the Built-In Applications 1-10 Use the Common Pool of Data 1-10 Keep Applications Simple 1-11
xxi
1-1
iii
Use Screen Space Wisely 1-11 Check the Screen Size 1-11
Involve Users in the Design Process 1-13
Define Your Audience 1-13 Analyze Tasks 1-13 Build Prototypes 1-14 Observe Users 1-14 Ten Steps for Conducting a User Observation 1-15
Chapter 2
Container Views
How Views Look 2-3
View Controls 2-3 View Title 2-4 View Border 2-6
Matte Border 2-6 Striped Border 2-7 Wavy Border 2-7 Plain Border 2-8 Drop Shadows 2-8
View Fill 2-9
Main Views 2-9
Title or Folder Tab 2-10 Primary Controls and Status Bar 2-11 Separator Bars 2-11 The Main View’s Border 2-13
Auxiliary Views 2-14
Slips 2-15 Notification Alerts 2-17 Confirmation Alerts 2-18 Status Slips 2-20
Title and Message 2-21 Progress Indicator 2-22
2-1
iv
Close, Stop, or Cancel 2-23 User Decision 2-24
Palettes 2-24 Drawers 2-26 Roll Views 2-27 How Views Work 2-28
Opening Container Views 2-28
View Display Order 2-28
The Backdrop 2-29
What Is Active 2-29
View Position 2-30
Position of a Main View 2-30 Position of Auxiliary Views 2-31
Closing a View 2-32
Closing a Main View 2-32 Closing a Slip 2-33
Closing a Drawer 2-33 Moving a View 2-33 Changing a View’s Size 2-34 Scrolling 2-36
Scrolling With Scroll Arrows 2-37
Universal Scroll Arrows 2-38
Local Scroll Arrows 2-39
Four-way Scrolling 2-41
Automatic Scrolling 2-43
Scrolling Performance 2-44 Overview 2-44
Overview Contents 2-44
Overview Button 2-46
Switching to and from an Overview 2-47
Scroll and Overview in an Overview 2-48
Closing an Overview 2-49 Nonfunctional Scroll and Overview Controls 2-49
v
Chapter 3
Controls
Buttons 3-2
Text Buttons 3-2
Text Button Sizes 3-3 Naming Text Buttons 3-4 Naming Take-Action Buttons 3-4 Naming Cancel- and Stop-Action Buttons 3-5
Picture Buttons 3-7
Designing Picture Buttons 3-8
Button Behavior 3-9
Button Feedback 3-9 Button States 3-10
Button Placement 3-11
Button Spacing 3-12
Large Buttons 3-14
Close Boxes 3-14
Where to Use a Regular Close Box 3-15
Where to Use a Large Close Box 3-15 Radio Buttons 3-16 Checkboxes 3-18 Sliders 3-20 Hot Spots 3-21 Standard Newton Buttons 3-22
Analog Clock Button 3-23
Info Button 3-23
Recognizer Button 3-24
Keyboard Button 3-25
New Button 3-26
Show Button 3-26
Filing Button 3-27
Action Button 3-28
Item Info Button 3-29
Rotate Button 3-30
3-1
vi
Chapter 4
Pickers
List Pickers 4-2
Elements of List Pickers 4-2
Check Marks 4-3 Icons 4-3 Item Names 4-3 Table of Items 4-4
Unavailable Items 4-5 Organization of List Pickers 4-6 Sources of List Pickers 4-7 Position of List Pickers 4-8 Using a List Picker 4-9
Picking an Item 4-9
User Editing of Pickers 4-11
Scrolling 4-12
Index Tabs 4-13 Hierarchical List Pickers 4-14
Number Picker 4-16 Date and Time Pickers 4-17 Overview Pickers 4-19
Contents of Overview Pickers 4-19 Position of Overview Pickers 4-20 Using an Overview Picker 4-21
Picking Items 4-21
Scrolling Items 4-22
Creating New Items 4-23
Standard Newton Pickers 4-23
Info Picker 4-24 New Picker 4-25 Show Picker 4-26 Action Picker 4-26 People Picker 4-27
4-1
vii
Chapter 5
Icons
Designing Effective Icons 5-1
Thinking Up an Icon Image 5-2 Make Shapely Icons 5-3 Design for the Newton Display 5-3 Avoid Text in Icons 5-4 Make All Sizes of an Icon Look Alike 5-4 Use Icons Consistently 5-5 Think About Multicultural Compatibility 5-6
Extras Drawer Icons 5-6
Extras Drawer Icons Together 5-6 Extras Drawer Icon Size 5-8 Extras Drawer Icon Shape 5-9 Extras Drawer Icon Names 5-9
Animating an Extras Drawer Icon 5-9 Title Icons 5-11 Button Icons 5-12 Icons in a Picker 5-12
5-1
Chapter 6
viii
Data Input
Input Fields 6-1 Tapping 6-3
Pickers 6-3
Scrolling Lists and Tables 6-4
Radio Buttons 6-6
Checkboxes 6-7
Sliders 6-7 Writing, Drawing, and Editing 6-8
Text Input 6-8
Simple Input Line 6-9 Labeled Input Line 6-10 Text Input Lines that Expand 6-11 Paragraph Input 6-12 Structured List Input 6-12
6-1
Shape Input 6-13 General Input 6-14 Recognition 6-15
User Control of Recognition 6-16 Deferred Recognition 6-18 Forcing Recognition 6-19 Configuring Recognition 6-19
Editing 6-21
Selecting Text and Shapes 6-22 Erasing Text or Shapes 6-24 Joining Words 6-26 Breaking Paragraphs 6-26 Inserting Space in Text 6-26 Inserting New Text 6-27 Replacing Text 6-29 Correcting Misrecognized Text 6-29 Changing Capitalization of Text 6-31 Changing Paragraph Margins 6-31 Removing Extra Space from Paragraphs 6-31 Duplicating Text or Shapes 6-31 Changing Shapes 6-31 Moving Objects 6-32
Typing 6-32
Displaying Keyboards 6-33 Keyboard Position 6-34 Keys 6-34
Character Keys 6-34 Return 6-35 Tab 6-35 Del 6-35 Shift 6-35 Caps 6-35 Option 6-36 Arrow Keys 6-36
Type-Ahead and Auto-Repeat 6-36
ix
Error Handling 6-37
Error Correction 6-37
Error Detection 6-38
Chapter 7
Routing and Communications
The In/Out Box 7-2
The In Box 7-3
The Out Box 7-4
In/Out Box Items 7-4
Viewing Items in the In/Out Box 7-5
Viewing Routing Information 7-6 Routing Outgoing Items 7-7
Action Button and Picker 7-8
An Action Button’s Location 7-9 Action Picker Contents 7-10 Building an Action Picker 7-11
Routing Slips 7-12
Sender Picker 7-13 Recipient Pickers 7-15 Choosing a Printer 7-15 Choosing Fax or E-mail Recipients 7-16 Transport Picker 7-18 Send Button and Close Box 7-18 Other Routing Slip Elements 7-20 Format Picker 7-20 Preview Button 7-23
Sending Out Box Items 7-24 Routing Incoming Items 7-24
Receiving In Box Items 7-25
Receiving Remote In Box Items 7-26
Disposing of Received Items 7-26
Putting Away Received Items 7-27 Putting Away Items Automatically 7-28 Filing Items That Are Put Away 7-28 Extending the Tag Picker 7-29
7-1
x
Routing Status 7-29 Stopping a Send or Receive in Progress 7-31 Transport Preferences 7-32 Routing Alternatives 7-34
Routing by Intelligent Assistant 7-35 Programmed Sending 7-36
Chapter 8
Newton Services
Automatic Busy Cursor 8-2 Notify Button and Picker 8-2 Alarms 8-4
Unacknowledged Alarms 8-5
Alarm Etiquette 8-5 Sound 8-6 Find 8-6
Text Searches 8-7
Date Searches 8-8
The Scope of a Search 8-8
Customizing the Standard Find Slip 8-9
Initiating or Canceling a Search 8-11
Search Status 8-11
Search Results 8-11 Filing 8-13
Filing Button and Slip 8-14
A Filing Button’s Location 8-15 A Filing Slip’s Contents 8-16 Editing Folders 8-18
Folder Tab 8-19 Intelligent Assistant 8-22
Invoking the Assistant 8-22
Interpreting the Request Phrase 8-23
Assist Slip 8-24
Task Slips 8-27 Help 8-28
8-1
xi
Preferences 8-30
System-wide Preferences 8-30 Application Preferences 8-31
Appendix
Avoiding Common Mistakes
Info Button A-1 New and Show Buttons A-1 Screen Size A-1 Tapping v. Writing A-1 Picker Placement and Alignment A-2 Field Alignment A-2 Close Box Size A-2 Button Location A-2 Button Spacing A-2 Button Size A-3 Capitalization A-3 Picker Icons A-3 Dismissing a Slip A-3 Take-Action Button A-3 Fonts A-4 Keyboard Button A-4 Punctuation to Avoid A-4 Extras Drawer Icons A-4 Storage A-5 Date and Time Input A-5
A-1
xii
Glossary
Index
GL-1
IN-1
Figures
Chapter 1
Chapter 2
Newton and Its Users
Figure 1-1
Figure 1-2
Figure 1-3
Metaphors help people quickly grasp how software works 1-5
Users should feel they are directly controlling something tangible 1-6
An application adjusts its size, position, and layout to fit the screen 1-12
Container Views
Figure 2-1 Figure 2-2 Figure 2-3 Figure 2-4 Figure 2-5 Figure 2-6 Figure 2-7
Figure 2-8 Figure 2-9 Figure 2-10
Figure 2-11
Figure 2-12
Figure 2-13 Figure 2-14 Figure 2-15 Figure 2-16
Figure 2-17
Examples of container views 2-2 Standard controls for manipulating views 2-4 Various title styles 2-5 A matte border indicates a movable view 2-6 A striped border suggests routing 2-7 An alert box has a thick wavy border 2-8 Some views need the simplicity of a
plain border 2-8 Sparing use of some types of shadows is OK 2-9 A title or a folder tab tops a main view 2-10 A status bar anchors primary controls at the bottom
of a main view 2-11 Separator bars separate multiple items in a
scrolling view 2-12 Main views have matte or plain borders with
rounded corners 2-13 Examples of auxiliary views 2-14 Users can move most slips 2-15 Dismissing slips that complete actions 2-16 A notification alert tells the user something
important 2-17 A Snooze button enables a user to dismiss an alert
temporarily 2-18
1-1
2-1
xiii
Figure 2-18
Figure 2-19 Figure 2-20
Figure 2-21
Figure 2-22
Figure 2-23
Figure 2-24 Figure 2-25 Figure 2-26
Figure 2-27
Figure 2-28
Figure 2-29
Figure 2-30 Figure 2-31
Figure 2-32
Figure 2-33
Figure 2-34 Figure 2-35
Figure 2-36 Figure 2-37 Figure 2-38
Figure 2-39
A confirmation alert tells the user about a grave situation 2-19
A status slip reports on a lengthy operation 2-20 A sequence of status messages traces the steps
of an operation 2-22 A gauge in a status slip measures elapsing
progress 2-23 A status slip can report a condition that demands
a user decision 2-24 A palette provides handy access to useful
settings 2-25 A drawer slides open and closed 2-26 Where to position a small auxiliary view 2-31 Dragging a view’s drag handle moves
the view 2-34 Dynamically adjust a view’s position, size, and layout
to fit the screen 2-35 A view may change size in response to user
actions 2-35 Ready to scroll Notepad notes into view from
above or below 2-36 Scrolling by tapping a down arrow 2-37 The universal scroll arrows at the bottom of a
MessagePad screen 2-39 How scroll arrows work in the Date Book’s
Day view 2-40 Scroll arrow color may indicate what scrolling
will reveal 2-41 A control for scrolling in four directions 2-42 An alternate control for scrolling in four
directions 2-42 Automatic scrolling 2-43 How an overview relates to a detail view 2-45 The Overview button at the bottom of a
MessagePad screen 2-46 Getting an overview 2-47
xiv
Chapter 3
Controls
3-1
Figure 3-1 Figure 3-2
Figure 3-3
Figure 3-4 Figure 3-5 Figure 3-6 Figure 3-7 Figure 3-8
Figure 3-9 Figure 3-10 Figure 3-11 Figure 3-12 Figure 3-13
Figure 3-14 Figure 3-15 Figure 3-16 Figure 3-17
Figure 3-18 Figure 3-19 Figure 3-20 Figure 3-21
Figure 3-22 Figure 3-23 Figure 3-24 Figure 3-25
Figure 3-26 Figure 3-27 Figure 3-28 Figure 3-29 Figure 3-30
Tapping a button initiates an action 3-2 A text button’s name states what the
button does 3-2 Leave standard margins between a button’s name and
its borders 3-3 Name buttons distinctively wherever possible 3-5 Where to use a button named Cancel 3-6 A Stop button lets a user halt an operation 3-6 A picture button depicts what the button does 3-7 Where to use borders with small, self-bordered
picture buttons 3-8 Tapping a button highlights it 3-9 A button disappears when it isn’t available 3-10 Where to put buttons in a view 3-12 Group buttons by function 3-12 Regular spacing between buttons on a
MessagePad 3-13 A Close box compared to a large Close box 3-14 Where to use a regular Close box 3-15 Where to use a large Close box 3-16 Only one radio button in a cluster can
be selected 3-17 Each checkbox can be on or off 3-19 One checkbox vs. two radio buttons 3-20 A slider used for data input 3-21 Providing feedback for small, transparent
hot spots 3-22 How the Analog Clock button works 3-23 Where an Info button goes 3-24 Where a Recognizer button goes 3-24 The Recognizer button indicates the type of
recognition in effect 3-24 Where a Keyboard buttons goes 3-25 Where a New button goes 3-26 Where a Show button goes 3-26 Where a Filing button goes 3-27 A Filing button reports where a data item
is stored 3-28
xv
Figure 3-31 Figure 3-32 Figure 3-33
Where an Action button goes 3-29 Seeing an Item Info slip 3-30 A Rotate button lets users change the screen
orientation 3-31
Chapter 4
Pickers
Figure 4-1 The parts of list pickers 4-2 Figure 4-2 A list picker can contain a two-dimensional table
Figure 4-3 Remove unavailable items from a list picker 4-5 Figure 4-4 Grouping items in list pickers 4-7 Figure 4-5 Pickers can pop up from buttons, labels, and
Figure 4-6 How a list picker should align with its label Figure 4-7 Using a list picker from a button 4-10
Figure 4-8 Using a list picker from a label 4-10 Figure 4-9 List pickers that are too long to display all at once
Figure 4-10 A lengthy picker can include scroll arrows and Figure 4-11 How a two-level hierarchy of list pickers works 4-15
Figure 4-12 A number picker simplifies specifying a numerical Figure 4-13 Time pickers specify a time, a time range, or a Figure 4-14 Date pickers specify one date or a date range 4-18
Figure 4-15 The parts of overview pickers 4-20 Figure 4-16 Entering a new value in an overview picker 4-22 Figure 4-17 An Info picker lists information items 4-24 Figure 4-18 The New picker lists types of data items that users
Figure 4-19 The Show picker lists alternate ways to see an Figure 4-20 The Action picker lists commands for acting Figure 4-21 A People picker excerpts items from the Names File
4-1
of items 4-5
hot spots 4-8 or button 4-9
have scroll arrows 4-12 index tabs 4-13
value 4-16 time offset 4-17
can create 4-25 application’s data 4-26 on data 4-27 and Owner Info applications 4-28
xvi
Chapter 5 Icons 5-1
Figure 5-1 Distinctive icon shapes are easier to recognize than Figure 5-2 Avoid text in icons 5-4
Figure 5-3 Small icon resembles large icon 5-5 Figure 5-4 Use icon elements consistently 5-5 Figure 5-5 The good, the bad, and the ugly in Extras
Figure 5-6 Large icons crowd the Extras Drawer 5-8 Figure 5-7 An icon’s mask either highlights or animates
Figure 5-8 Combining an icon with its mask to animate Figure 5-9 An icon in a slip title should decorate Figure 5-10 An icon can label a button 5-12
Figure 5-11 Icons can help communicate picker item
Chapter 6 Data Input 6-1
Figure 6-1 Users enter and edit data in input fields 6-2 Figure 6-2 How a picker works for data input 6-4 Figure 6-3 Data input using scrolling lists with or without
Figure 6-4 With radio buttons, a user can select one value Figure 6-5 With checkboxes, a user can select more than one Figure 6-6 A slider used for data input 6-7
Figure 6-7 How an unlabeled text-input line works 6-9 Figure 6-8 How labeled text input lines work 6-10 Figure 6-9 How expandos work 6-11 Figure 6-10 Interface element for multiple-line or paragraph
Figure 6-11 A user can rearrange a structured list by dragging Figure 6-12 Interface element for shape input 6-14
Figure 6-13 Interface element for general input 6-15
rectangular icons 5-3
Drawer icons 5-7
the icon 5-10 the icon 5-11 and inform 5-11
functions 5-13
checkboxes 6-5 for a field 6-6 value for a field 6-7
text input 6-12 topic markers 6-13
xvii
Figure 6-14 The Recognizer button and picker give users control Figure 6-15 Users may need to control recognition separately Figure 6-16 In an Alpha Sorter picker, users select a sort key Figure 6-17 Selecting words and shapes 6-23
Figure 6-18 Orientations of the scrubbing gesture 6-24 Figure 6-19 Scrubbing a little or a lot 6-25 Figure 6-20 Joining two words 6-26 Figure 6-21 Breaking a paragraph into two paragraphs 6-26 Figure 6-22 Inserting space in text 6-27 Figure 6-23 A caret marks the text insertion point 6-27 Figure 6-24 The Caret picker lists 14 hard-to-write characters and
Figure 6-25 How a Correction picker works 6-29 Figure 6-26 How a Corrector view works 6-30 Figure 6-27 The four built-in keyboards 6-32 Figure 6-28 A Keyboard picker lists alternate on-screen
Figure 6-29 A keyboard can be embedded in a data-
over recognition 6-16 in a slip 6-17 for ink text 6-19
three actions 6-28
keyboards 6-33 input slip 6-34
Chapter 7 Routing and Communications 7-1
xviii
Figure 7-1 The In/Out Box application displays either the In Box
or the Out Box 7-3
Table 7-1 Meanings of status words in the In/Out Box
headers 7-5
Figure 7-2 A Show button provides access to alternative
views 7-6
Figure 7-3 Viewing routing information in an Item Info slip 7-7 Figure 7-4 An Action picker lists the transports available
for sending 7-8
Figure 7-5 An Action button at the bottom of a view affects the
entire view 7-9
Figure 7-6 An Action button above an item affects only
that item 7-10
Figure 7-7 An Action picker can include two kinds
of actions 7-11
Figure 7-8 A routing slip shows sender, recipient, and type Figure 7-9 Changing the sender’s name or location 7-14
Figure 7-10 Choosing a printer in a routing slip 7-16 Figure 7-11 Choosing fax or e-mail recipients in a
Figure 7-12 Switching to another transport in a group 7-18 Figure 7-13 Setting format and content options in a
Figure 7-14 Format choices vary by transport and class Figure 7-15 A format can get supplemental information in Figure 7-16 Previewing outgoing page images 7-23
Figure 7-17 The Out Box’s Send picker lets users send items to Figure 7-18 The Receive picker lists the transports available Figure 7-19 Connection setup varies by transport 7-26
Figure 7-20 The Tag picker disposes of currently selected Figure 7-21 Status slips apprise users of lengthy transport Figure 7-22 Accessing transport preferences from the In/Out Box’s Figure 7-23 Some common preference items for Figure 7-24 A Call routing slip sets up an outgoing Figure 7-25 Routing with the Intelligent Assistant 7-35
of transport 7-13
routing slip 7-17
routing slip 7-20 of data 7-21 an auxiliary view 7-22
output devices 7-24 for receiving 7-25
In Box items 7-27 activities 7-30 Info picker 7-32 transports 7-33 phone call 7-34
Chapter 8 Newton Services 8-1
Figure 8-1 A busy cursor indicates the system is temporarily
engaged 8-2
Figure 8-2 The Notify button signals an ongoing action or
deferred alert 8-3
Figure 8-3 The Notify picker lists ongoing actions and
deferred alerts 8-3
Figure 8-4 An alarm notification alert’s Snooze button can
postpone the alarm 8-4
xix
Figure 8-5 A standard Find slip specifies what to find and where Figure 8-6 Specifying text or date searches in a Find slip 8-7
Figure 8-7 Specifying a date in a Find slip 8-8 Figure 8-8 Searching specified applications 8-9 Figure 8-9 A custom Find slip displays application-specific
Figure 8-10 A status slip shows the progress of a Find Figure 8-11 A Find overview lists items that match search Figure 8-12 The Find slip reports which found item is currently Figure 8-13 A Filing slip names available folders and storage Figure 8-14 A Filing button at the bottom of a view affects the Figure 8-15 A Filing button above an item affects only Figure 8-16 A Filing slip can include storage locations, folders, Table 8-1 Headings for radio button clusters in Figure 8-17 Slips for entering and editing folder names 8-19
Figure 8-18 A folder tab allows users to filter a view Figure 8-19 A Folder picker can list available storage Figure 8-20 A folder tab can include a digital clock and Figure 8-21 A folder tab can include a view title 8-21
Figure 8-22 The Assist button makes the Assistant try a written Figure 8-23 An Assist slip appears when the Assistant needs Figure 8-24 The Assistant’s Please picker lists known actions and Figure 8-25 Online help has a topical outline and concise Figure 8-26 The Prefs application shows system-wide Figure 8-27 A preferences slip contains application-specific
to look 8-7
criteria at the top 8-10 operation 8-11 criteria 8-12 displayed 8-13 locations 8-14 entire view 8-15 that item 8-16 or both 8-17 Filing slips 8-18
by folder 8-20 locations 8-20 calendar 8-21
action request 8-23 more information 8-25 recent phrases 8-26 instructions 8-28 preference settings 8-30 settings 8-31
xx
PREFACE
About This Book
Newton 2.0 User Interface Guidelines describes how to create software products that optimize the interaction between people and devices that use Newton 2.0 software. The book explains the whys and hows of the Newton 2.0 interface in general terms and in specific details.
Newton 2.0 User Interface Guidelines helps you link the philosophy behind the Newton 2.0 interface to the actual implementation of the interface elements. Examples from a range of Newton soft­ware show good human interface design. These examples are augmented by descriptions and discussions of the reasoning behind the guidelines.
This book also contains examples of how not to design human interface; they are marked as such and appear with a discussion that points out what’s inappropriate and how to correct it.

Who Should Read This Book

This book is for people who design and develop software for Newton devices. If you are a designer, a human interface professional, or an engineer, this book contains information you need to design and create software that fits the Newton model. It also provides background information to help you plan your software product’s design.
Even if you don’t design and develop software for Newton, reading this book will help you understand the Newton interface. This understanding is useful to managers and planners who are thinking about developing Newton software, as well as to people who are studying human interface design in general.
xxi
PREFACE
This book assumes you are familiar with the concepts and terminology used with Newton devices, and that you have used a Newton device and its standard applications.

What’s in This Book

This book begins with a chapter that describes Newton devices such as the Apple MessagePad, what people do with them, and how they differ from personal computers. The first chapter also presents important principles you should keep in mind when designing Newton software, and explains how to involve users in designing the interface. The rest of the chapters define various parts of the Newton 2.0 interface. They describe each interface element in general language and show examples of how to use the elements correctly. For the more technical reader, the book specifies dimensions, spacing, and other specific implementation details for the Apple MessagePad. The book concludes with a list of common interface mistakes and a glossary.

Related Books

xxii
This book does not explain how to create Newton software with Newton Toolkit, the Newton development environment. For that you’ll need to refer to these other books, all of which come with Newton Toolkit:
Newton Programmer’s Guide
guide and reference for Newton programming. This book explains how to write Newton programs and describes the system software routines that you can use to do so.
.
This set of books is the definitive
PREFACE
Newton Toolkit User’s Guide. This book introduces the Newton
Toolkit (NTK) development environment and shows how to develop Newton applications using Newton Toolkit. You should read this book first if you are a new Newton application developer.
Newton Book Maker User’s Guide. This book describes how to use
Newton Book Maker and Newton Toolkit to make Newton digital books and to add online help to Newton applications. You have this book only if you purchased the Newton Toolkit package that includes Book Maker.
The NewtonScript Programming Language. This book describes
the NewtonScript programming language.

Visual Cues Used in This Book

Throughout this book you’ll see visual cues to certain types of information.
Boldfaced text indicates that a new term is being defined and
that a definition of the word appears in the glossary.
This symbol indicates an example of the correct way to use a
Newton interface element.
This symbol indicates an example of the wrong way to
use a Newton interface element. It specifically calls out common mistakes.

Developer Products and Support

APDA is Apple’s worldwide source for hundreds of development tools, technical resources, training products, and information for anyone interested in developing applications for Apple computer platforms. Customers receive the Apple Developer Catalog, which
xxiii
PREFACE
features all current versions of Apple development tools, as well as popular third-party development tools. APDA offers convenient payment and shipping options, including site licensing.
To order product or to request a complimentary copy of the Apple Developer Catalog, use the following information:
APDA Apple Computer, Inc. P.O. Box 319 Buffalo, NY 14207-0319
Telephone 1-800-282-2732 (United States)
1-800-637-0029 (Canada)
716-871-6555 (International) Fax 716-871-6511 AppleLink APDA America Online APDAorder CompuServe 76666,2405 Internet APDA@applelink.apple.com
xxiv
If you provide commercial products and services, call 408-974-4897 for information on the developer support programs available from Apple.
Figure 1-0 Table 1-0
CHAPTER 1

Newton and Its Users 1

Before you can begin to design an application, it is crucial that you have a clear picture of what a Newton device can do and how people will use your Newton software. This chapter introduces some high-level concepts that will help you clarify that picture. In addition, this chapter presents some basic principles of user interface design that apply to all types of software. The chapter concludes by detailing how to conduct user tests of your product during its development.

Understand Newton 1

Newton is a software and hardware technology designed for a family of products in the category of personal digital assistants (PDAs), such as the Apple MessagePad. The goal of Newton technology is to help people and businesses become more productive by simplifying basic tasks and making it easier for people to manage bits and pieces of information while on the move. Information entered on a Newton device can be moved to a desktop machine or a mainframe computer, where it can be manipulated in powerful applications.
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Newton is not a small portable computer with another graphical user interface. There may be similarities between portable computers and Newton devices, but the differences summarized below are more important than the similarities when it comes to designing a user interface for an application.
Newton Portable Computers
Focused function General purpose New architecture optimized for
mobility and communications— use it anywhere, any time
Tapping, writing, and drawing with a pen
Intelligent assistant Scripting and macros New and custom applications Existing desktop applications It’s a communications assistant It’s a personal computer Simple Complex
Derived from desktop computer architecture, which is optimized for stationary operation
Typing, pointing, and clicking with mouse and keyboard
To take advantage of its distinguishing features and capabilities, Newton has distinctive user interface elements.

Know Your Audience 1

Identifying and understanding your target audience are among the most important first steps when you start designing your product. To create a product that people can and will use, study the people who make up your target audience.
It’s useful to create scenarios that describe a typical day in the life of a person you think uses the type of product you’re designing. Think about the different work spaces, tools, and constraints and limitations that people deal with. You can also visit actual work places and study how people do their jobs.
Analyze the steps necessary to complete each task you anticipate people wanting to accomplish. Then design your product to facilitate those tasks,
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using a step-by-step approach by thinking of how a person might get from one place to the next in a logical fashion.
Involve users throughout the design process and observe them working in their environment. Use people who fit your audience description to test your prototypes and development products. Listen to their feedback and try to address their needs in your product. Develop your product with people and their capabilities, not computers and their capabilities, in mind. For more information, see “Involve Users in the Design Process” on page 1-13.

What P eople Do With Newton 1

The features and capabilities that make Newton what it is also strongly influence what people want to do with Newton devices. These expectations indirectly affect the user interface of Newton software. An application must make it easy for people to accomplish the following tasks on demand:
Capture information fragments—write, sketch, pick from lists, specify
dates and times, and select options
Organize information—file, sort, schedule, prioritize, copy, delete,
and format
Retrieve information—find, recall, browse, skim, read, and view
Send and in some cases receive information by various means—print, fax,
mail, and direct transfer

Accessibility 1

Your software needs to appeal to and be useful to people with a wide range of abilities and backgrounds. There are likely to be members of your target audience who are different from the so-called average user that you envision. Users will undoubtedly vary in their ages, styles, and abilities. They may also have physical or cognitive limitations, linguistic differences, or other differences you need to consider. Identify how the individuals in your target audience differ and what special needs they may have.
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Make your application accessible to people around the world by including support for worldwide capabilities in your designs from the beginning of your development process. Take stock of the cultural and linguistic needs and expectations of your target audiences.

Observe Basic Human Interface Principles 1

Effective software adheres to certain basic principles no matter whether it runs on a Newton PDA, a personal computer, or a high-powered computer workstation. These principles are based on the capabilities and processes not of the machine but of the human operator—how people usually think, act, and work.

Metaphors 1

Wherever possible, model the actions and objects in your program on something from the real world. This trick especially helps inexperienced users quickly grasp how your program works. Folders are a classic metaphor. People file things in folders in the real world, so they immediately understand the concept of filing data items in folders on a Newton. Other common metaphors include scrubbing to delete data, tapping buttons to make things happen, sending and receiving things through an in box and out box, setting dates and times on calendars and digital clocks, and homing in on information with alphabetic index tabs. Figure 1-1 illustrates some Newton metaphors.
Metaphors suggest a use for objects and actions in the Newton interface, but that use doesn’t define or limit the implementation of the metaphor. For example, a paper folder has a limited storage capacity, but a folder on a
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Folder button and
C
alendar for
s
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Figure 1-1 Metaphors help people quickly grasp how software works
folder tab for filing notes
Newton doesn’t have to be constrained by the same limitation. Newton folders can hold a limitless number of items (up to the storage capacity of the hardware), and this is an advantage that the Newton can offer. Try to strike a balance between the metaphor’s suggested use and the ability of the Newton to support and extend the metaphor.
Naturally you can’t find a metaphor for everything. Be sure to use the established metaphors, but if you can’t come up with a solid metaphor for another object or action, then do without. Don’t distort the real world into a caricature in a slavish attempt to find a metaphor.
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Direct Manipulation 1

Your product should let users feel that they are directly controlling something tangible, not abstract. Make sure objects on the screen remain visible while a user performs actions on them, and make the result of the user’s actions immediately visible. For example, a user can reschedule a meeting in the built-in Date Book application by dragging the meeting’s icon from one time to another. Figure 1-2 illustrates direct manipulation.
Figure 1-2 Users should feel they are directly controlling something tangible
1. User drags a meeting icon to a new time 2. Icon appears at new meeting time
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Feedbac k 1

In addition to seeing the results of their actions, users need immediate feed­back when they operate controls and ongoing status reports during lengthy operations. Have your application respond to every user action with some visible change. For example, make sure every button highlights when a user taps it. Audible feedback also helps, but can’t be the primary or sole feedback because people may use Newtons in places where they can’t hear or where they must turn off the sound.
The system automatically provides feedback when it’s temporarily busy by displaying the busy cursor. During operations that last more than a few seconds, your application should display explanatory messages and show elapsing progress.

See and P oint 1

A Newton application is better than a person at remembering lists of options, commands, data, and so on. Take advantage of this situation by presenting lists and letting users choose from them. People can concentrate on accomplishing tasks with your program instead of remembering how to operate it. As a bonus, your program controls its inputs and doesn’t have to check as many error conditions.

Consistency 1

It’s likely that people will use other Newton software besides yours—at the least they will use some of the built-in applications and services. You can turn this likelihood to your advantage by designing your application’s inter­face to be consistent with other Newton applications. Both you and your application’s users benefit if they can build on prior experience when learning how to use your application.
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You can make your application consistent visually and behaviorally by incorporating standard Newton interface elements in it. Visual consistency helps people learn and then easily recognize the graphic language of the interface. For example, users learn to recognize a black diamond as the source of a pop-up list of choices. Behavioral consistency of the interface means people only have to learn once how to do things such as erasing and scrolling. Then they can explore new functions and applications using the skills they already have.

User Control 1

Allow users, not your application, to initiate and control actions. Keep actions simple and straightforward so users can easily understand and remember them. Provide ample opportunity to cancel operations before they begin, and wherever possible allow users to gracefully stop an operation that’s underway. Be careful about unleashing agents, experts, or wizards that will do things behind a user’s back.

Forgiveness 1

People make mistakes, so your program should make it easy for them to correct their mistakes. Let them use the Undo button to reverse their last action. People need to feel they can experiment without damaging the system or their data. Create safety nets for people so they feel comfortable learning and using your product.
Always advise people when they begin an operation that has potentially dire consequences. Display a warning and have the user confirm the operation before proceeding. This doesn’t mean you should have users confirm every action. Frequent warning messages suggest something is wrong with the program design—obviate some of the warnings by making more actions reversible.
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Stability 1

Personal digital assistants introduce a new level of complexity for many people. To cope with this complexity, people need some stable reference points. The Newton interface is designed to provide an environment that is understandable, familiar, and predictable. It defines a number of regular interface elements to foster a perception of stability, including view borders, view titles, folder tabs, standard buttons, and standard button locations. Each of these elements has a specific look and a regular, predictable behavior. In addition, the interface defines a clear, finite set of basic data objects—text, ink text, shapes, and sketches—and a clear, finite set of editing commands with which users can create and manipulate the objects. Your application can share and enhance the stability by using the regular interface elements and handling data objects in the customary manner.

Aesthetic Integrity 1

People primarily see software as a functional product, not a fashion product. This means you want them to notice what your product does, not how it looks. Don’t succumb to the temptation to load up with the latest interface fads; they’ll quickly become dated. Since people will spend a lot of time with your product, design it to be pleasant to look at for a long time. A spare, clean interface will stand up to repeated viewing much better than a highly decorative interface. For example, the built-in Setup application has lots of non-functional decorative elements to make a user’s first Newton experience a friendly one, but the built-in applications that people use daily have none of that decoration.
Make sure you follow the graphic language of the interface. Don’t invent new interface elements to replace existing ones, and don’t change the function of standard interface elements. If you change the look of standard interface elements, people will actually try to make up functional reasons for the differences. If you square off the corners of your buttons, use unique view borders, or use a different symbol to designate a pop-up, people will waste time trying to figure out what your custom elements do that the standard ones don’t. It won’t occur to people that you merely have your own notion of how the interface elements should look.
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Design for the Newton System 1

In addition to the general user interface principles presented in the previous section, you should keep in mind the guidelines in this section as you design software specifically for the Newton system.

Observe the Built-In Applications 1

Your software will coexist with built-in Newton applications and services. On an Apple MessagePad they include the Notepad, Names File, Date Book, In/Out Box, Filing, Routing, Find, Assist, and others. If your application has functions analogous to those in the built-in applications and services, use the same mechanisms. Users will be accustomed to them and will expect other software to work in the same way. You can most easily match the built­in applications and services by using the system proto templates in the Newton Toolkit.
You can extend the Newton interface if you need to, but make sure your extensions retain the original look and feel.

Use the Common P ool of Data 1

All built-in Newton applications and services can access a common pool of data, and so can your Newton software. This pool is the information a user enters into the Newton device. Since all applications have access to this data, a user can work more efficiently—because each piece of information needs to be entered only once. Thereafter, the data can be accessed and used in many different ways. Your application can read and write this data. Put it to the user’s advantage.
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Keep Applications Simple 1

Newton isn’t designed for complex tasks or applications that require viewing a large area or multiple windows of data at a time. Applications that require the user to keep track of several pieces of information at once probably won’t work well because the user must either move around a lot within the application, or deal with many simultaneous or layered views. Studies show that users become confused in those situations.
Remember that people will use Newton while on the move, in places where there’s no place to sit or to set it down. In such settings, it’s easiest to use applications with simple, straightforward screens and an obvious path through the information. Make sure that your application’s controls are clearly identified, that there aren’t too many “places” for the user to navigate through, that you don’t display too many container views at once, and that the user can easily see what to do. Minimize writing; tapping to pick from a list of alternatives is easier.

Use Screen Space Wisely 1

Because the user’s hand is usually held close to a Newton device, it’s best to keep tappable controls at the bottom of the screen, have the user enter data in the middle of the screen, and display titles and other descriptors at the top of the screen. This way, the most important information (the user’s informa­tion) isn’t obscured each time he or she taps a button. If you need to display controls on the side, make sure your application allows users to move the controls to either side of the screen, according to whether they are right- or left-handed.

Check the Screen Size 1

A Newton application’s main view—the visual object that serves as the application’s base of user operations—can be any size. If your application’s main view does not fill the entire screen, keep in mind that whatever is visible behind your application will be operable. In this situation, users can
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get confused about what’s frontmost—and therefore about what will be scrolled when the scroll arrows are tapped and which view is currently in use.
Also keep in mind when designing your application that future Newton devices may have larger or smaller screens than current Newton devices. To work with different screen sizes, a Newton application must check the screen size and make adjustments as needed to the size and location of the things it displays so that everything fits. If you want your application to work in either of the two display orientations available on an Apple MessagePad 120, your application needs to be able to adjust the position and configuration of everything it displays for regular or sideways orientation of the display. Figure 1-3 shows how the built-in Notepad application and the on-screen keyboard adjust their size, position, and layout when a user rotates the display.
Figure 1-3 An application adjusts its size, position, and layout to fit the screen
Sideways orientation on a MessagePad 120
egular orientation on a MessagePad 120
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Involve Users in the Design Process 1

The best way to make sure your product meets the needs of your target audience is to show it to the kinds of people you hope will buy it. Do they understand what it’s for and what to do with it? Can they use it? Can they keep track of where they are? Does it help them? You can do this during every phase of the design process to help reveal what works about your product as well as what needs improvement.
When you give people an opportunity to use your product or a mock-up of it, they will inevitably find some undiscovered flaws. You can implement significant changes to your product during its evolution and thereby save yourself lots of time and money and save your users from frustration. By identifying and focusing on users’ needs and experiences, you can create products that are easier to assemble, learn, and use. These improvements can translate into competitive advantages, increased sales, and enhanced customer satisfaction.
Define Y our Audience 1
There are several steps to involving users in your design process. The first step, done at the beginning of a project, is to define the users and then do an analysis of the target audience. You want to determine what these people are like, how they might use a product like yours, if they have any similar products, and what features they would like to see in your product. By doing some research on your target audience, you can find out if what you’re including in a product is desirable and useful.

Analyze Tasks 1

The second step is to analyze the tasks people will be doing with your product. You need to do a task analysis for each task you anticipate that your users will do. Look at how they perform similar tasks without a Newton.
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Then look at how the Newton can facilitate the tasks. To help plan a task analysis, imagine a scenario in which someone uses your product. List each task a person might perform in that scenario, then break each task apart into its component steps. This allows you to identify each step that a person goes through in order to complete the task. Order the steps according to how people do them. When you feel you have all the steps listed and ordered, read the list back to someone and see if that person can use the steps you’ve listed to accomplish the task.

Build Prototypes 1

For the third step, apply the information you’ve collected about your users, their skills, and the tasks you envision them performing to create a prototype of your design. Prototyping is the process by which you develop preliminary versions of your design to verify its workability. You can use a variety of techniques to construct prototypes of your design. Creating storyboards is one technique—you draw out the steps your users will go through to accomplish a task. Another technique is to build a simulation of the product in prototyping software that animates some features or demonstrates how the product will work.

Observe Users 1

Once you have a prototype drawn or mocked up, you can begin to show it to people to get reactions to it. The fourth step, called user observation, lets you test the workability of your product design by watching and listening carefully to users as they work with your prototype. Although it is possible to collect far more elaborate data, observing users is a quick way to obtain an objective view of your product. Before you do any testing, take time to figure out what you’re testing and what you’re not. By limiting the scope of the test, you’re more likely to get information that will help you solve a specific problem. You can use the information you gather about your target audience to help you pick participants for your user observation; find people who have the same demographic background and experience level as the typical user in your target audience. Your participants will work through one or
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more specific tasks. These tasks can be based on the task analyses that you performed earlier in the design process. After you determine which tasks to use, write them out as short, simple instructions. Your instructions to the participants should be clear and complete but should not explain how to do things you’re trying to test. See the following section, “Ten Steps for Conducting a User Observation,” for more information; it includes a series of sample steps on which you can base your own user observation.
During the user observation, record what you learn about your design; you’ll be using this information to revise your prototype. Once you’ve revised your prototype, conduct a second user observation to test the workability of the changes you’ve made to your design. Continue this iterative process of creating prototypes and conducting user observations until you feel confident that you’ve fully addressed the needs of your target audience.

Ten Steps f or Conducting a User Observation 1

The following steps provide guidelines that you can use when conducting a simple user observation. Remember, this test is not designed as an experiment, so you will not get quantitative data that can be statistically analyzed. You can, however, see where people have difficulty using your product, and you can then use that information to improve your product.
Most of these steps include some explanatory text with sample statements that you can read to the participant. Feel free to modify the statements to suit your product and the situation.
1. Introduce yourself and describe the purpose of the observation (in very general terms). Most of the time, you shouldn’t mention what you’ll be observing.
Set the participant at ease by stressing that you’re trying to find problems in the product. For example, you could say something like this:
n
“You’re helping us by trying out this product in its early stages.”
n
“We’re looking for places where the product may be difficult to use.”
n
“If you have trouble with some of the tasks, it’s the product’s fault, not yours. Don’t feel bad; that’s exactly what we’re looking for.”
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n
“If we can locate the trouble spots, then we can go back and improve the product.”
“Remember, we’re testing the product, not you.”
n
2. Tell the participant that it’s OK to quit at any time.
Never leave this step out. Make sure you inform participants that they can quit at any time if they find themselves becoming uncomfortable. Partici­pants shouldn’t feel like they’re locked into completing tasks. Say some­thing like this:
“Although I don’t know of any reason for this to happen, if you should
n
become uncomfortable or find this test objectionable in any way, you are free to quit at any time.”

3. Talk about the equipment in the room.

Explain the purpose of each piece of equipment (hardware, software, video camera, tape recorder, microphones, and so forth) and how it will be used in the test.

4. Explain how to think aloud.

Ask participants to think aloud during the observation, saying what comes to mind as they work. By listening to participants think and plan, you’ll be able to examine their expectations for your product as well as their intentions and their problem-solving strategies. You’ll find that listening to users as they work provides you with an enormous amount of useful information that you can get in no other way.
Some people feel awkward or self-conscious about thinking aloud. Explain why you want participants to think aloud and demonstrate how to do it. For example, you could say something like this:
“We have found that we get a great deal of information from these
n
informal tests if we ask people to think aloud as they work through the exercises.”
n
“It may be a bit awkward at first, but it’s really very easy once you get used to it. All you have to do is speak your thoughts as you work. If you forget to think aloud, I’ll remind you to keep talking. Would you like me to demonstrate?”
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5. Explain that you will not provide help.

It is very important that you allow participants to work with your product without any interference or extra help. This is the best way to see how people really interact with the product. For example, if you see a participant begin to have difficulty and you immediately provide an answer, you will lose the most valuable information you can gain from user observation— where users have trouble and how they figure out what to do.
Of course, there may be situations in which you will have to step in and provide assistance, but you should decide what those situations will be before you begin testing. For example, you may decide that you will allow someone to struggle for at least three minutes before you provide assistance. Or you may decide that there is a distinct set of problems on which you will provide help. However, if a participant becomes very frustrated, it’s better to intervene than have the participant give up completely.
As a rule of thumb, try not to give your test participants any more infor­mation than the true users of your product will have. Here are some things you can say to the participant:
“As you’re working through the exercises, I won’t be able to provide
n
help or answer questions. This is because we want to create the most realistic situation possible.”
n
“Even though I won’t be able to answer your questions, please ask them anyway. It’s very important that I capture all your questions and comments. When you’ve finished all the exercises, I’ll answer any questions you still have.”
6. Describe in general terms what the participant will be doing.
Explain what all the materials are (such as the set of tasks, disks, and a questionnaire) and the sequence in which the participant will use them. Give the participant written instructions for the tasks.
If you need to demonstrate your product before the user observation begins, be sure you don’t demonstrate something you’re trying to test. For example, if you want to know whether users can figure out how to use certain controls, don’t show them how to use the controls before the session. Don’t demonstrate what you want to find out.
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7. Ask if there are any questions before you start; then begin the observation.
8. During the observation, remember several pointers:
n
Stay alert. It’s very easy to let your mind wander when you’re in the seventh hour of observing users. A great deal of the information you can obtain is subtle.
n
Ask questions or prompt the participant. Make sure you have a tester protocol that spells out how frequently you prompt and what you say. Your interruptions shouldn’t be frequent, but when a participant is hesitating or saying, “Hmmm,” ask what the participant is thinking about.
n
Be patient; it is very easy to become impatient when someone is taking a long time. The participant is doing you a favor and is probably somewhat nervous. Anything you can do to alleviate the participant’s insecurities and put the participant at ease will provide you with much richer data.

9. Conclude the observation.

Do the following when the test is over:
Explain what you were trying to find out during the test.
n
n
Answer any remaining questions the participant may have.
n
Discuss any interesting behaviors you would like the participant to explain.
n
Ask the participant for suggestions on how to improve the product.

10. Use the results.

As you observe, you may see users doing things you never expected them to do. When you see participants making mistakes, your first instinct may be to blame the mistakes on the participant’s inexperience or lack of intelligence. This is the wrong focus to take. The purpose of observing users is to see what parts of your product might be difficult to use or ineffective. Therefore, if you see a participant struggling or making mistakes, you should attribute the difficulties to faulty product design, not to the participant.
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Be sure to schedule time between your sessions to make notes and review the session. Jot down any significant points. If you used videotape or audio cassette tape, mark in your notes the specific parts of the tape that you may want to review.
To get the most out of your test results, review all your data carefully and thoroughly (your notes, the videotape or cassette tape, the tasks, and so on). Look for places where participants had trouble and see if you can determine how your product could be changed to alleviate the problems. Look for patterns in the participants’ behavior that might tell you whether the product was understood correctly.
It’s a good idea to keep a record of what you found out during the test. You don’t need elaborate video equipment; a hand-held video camera will work. In fact, you don’t even have to use video equipment. You can use a tape recorder to record what is spoken during the session. The important point is that you create some kind of objective, factual record of the session that you refer to later. That way, you’ll have documentation to support your design decisions and you’ll be able to see trends in users’ behavior. You might want to write a report that documents the process you used and the results you found. After you’ve examined the results and summarized the important findings, fix the problems you found and test the product again. By testing your product more than once, you’ll see how your changes affect users’ performance.
Involve Users in the Design Process 1-19
Figure 2-0 Table 2-0
CHAPTER 2

Container Views 2

pictThis chapter describes container views, in which an application shows the user text and graphic information, and in which the user interacts with the information and the application. The chapter presents specifications and recommendations about the appearance and behavior of these container views, including how to display them on the screen, how users interact with them, and how they interact with each other. There are several kinds of standard container views whose regular looks enhance the visual stability of Newton applications. The standard views provide predictable ways to see and interact with all the different kinds of information people can create and store on Newton devices. Figure 2-1 shows examples of container views.
There are conventions for opening, closing, moving, scrolling, and getting an overview of container views. This means that no matter which application people use, they know how to control container views on the screen and how to adjust container views in the available screen space.
2-1
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Container Views
Figure 2-1 Examples of container views
Main view
Routing slip
2-2
Ordinary slip
Palette
Alert box
Corrector view
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Container Views
When people manipulate container views on the screen, they see immediate visual feedback. As a user drags a movable container view, the view keeps up with the user’s pen, reinforcing the user’s sense of direct manipulation. When people open and close container views, they see a representation of such actions. These mechanisms emphasize that the user is in control and can directly manipulate “real” interface objects such as container views.

How Views Look 2

Nothing makes an application look more like it belongs—or less like it belongs—on a Newton device than the appearance of its container views. This section describes the key visual attributes of container views:
controls
title style
border style
fill pattern

View Controls 2

There are several standard controls for manipulating container views. These controls include the drag handle, folder tab, Close box, local scroll arrows, universal scroll arrows, and Overview button. The first four controls are part of the container view they affect. The latter two controls are not part of the container view they affect. Figure 2-2 points out the standard view controls.
For details on container view controls, see “Moving a View” on page 2-33, “Folder Tab” on page 8-19, “Close Boxes” on page 3-14,“Scrolling” on page 2-36, and “Overview” on page 2-44.
How Views Look 2-3
D
rag handle
U a
O
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Container Views
Figure 2-2 Standard controls for manipulating views
Folder tab
Local scroll arrows
Close box
niversal scroll
rrows
verview button

View Title 2

A container view should have a title at the top unless the view’s identity is obvious from its contents. Ordinarily a title consists of text in the bold style of the system font, an optional small icon, and a triple underline, all centered at the top of the view. If the title of a subordinate view is long or instructional,
2-4 How Views Look
you can left-justify it and omit the icon and the triple underline. Figure 2-3 compares different types of titles.
Ordinary title with ic
on
O w
S t
N c p
rdinary title ithout icon
ubordinate view
itle—left-justified
o title—view’s ontents make its urpose clear
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Figure 2-3 Various title styles
The title only identifies the container view’s contents. The title is not a control that the user can tap to change a setting, alter a state, or initiate an action. Controls that do these things are described in Chapter 3, “Controls.” For example, if you want users to be able to change a view’s title, have them tap a button or choose from a picker in the status bar.
A view title should not end with a colon. The title’s position, size, and font make a colon unnecessary and distracting.
You capitalize view titles according to conventional rules for book titles. That is, you capitalize the first word of a title, and you capitalize all other words except articles (a, an, the), coordinating conjunctions (for example, and, or), and prepositions of three or fewer letters.
On an Apple MessagePad use 10-point text for the title. The optional icon must be no more than 11 pixels tall.
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Container Views

View Border 2

Every container view is framed by a border. (A border is not visible if its view fills the screen.) Primarily, a view’s border serves to demarcate what’s in the view and what’s not. Secondarily, certain borders identify special types of container views.
In general, Newton views are rectangular and have rounded corners. Use square-cornered borders only when you have a specific need for a particular look.
A view’s border is not visible if the view completely covers the screen. For example, a MessagePad 120 user does not see the border of a view that measures 240 × 320 pixels. The view has a border, but it is off-screen.

Matte Border 2

The most common type of view border, called a matte border, consists of a thick gray band edged on the outside by a thin black line. Users expect views with matte borders to be movable (see “Moving a View” on page 2-33). Figure 2-4 shows the matte border.
Figure 2-4 A matte border indicates a movable view
ounded corners
On an Apple MessagePad a standard matte border is five pixels thick with a corner roundness of five pixels and an inset of one pixel.
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S s in c
Routing slip s a
S fo t
Container Views

Striped Border 2

A border made of pairs of short, slanted lines edged by a thin black rectangle is used around views known as routing slips (see “Routing Slips” on page 7-12). It’s no accident that this border looks something like the border traditionally printed on airmail envelopes, because routing slips are analogous to postal envelopes. Figure 2-5 shows a routing slip border.
Figure 2-5 A striped border suggests routing
pecifies source nd destination
hadow eparates routing
formation from ontent options
lide-out panel
r setting options
hat affect content
Square corners
The paired short lines in a striped border slant 45 degrees to the right.

Wavy Border 2

A view with a heavy black wavy border is called an alert box. It contains an important message that a user must acknowledge. There are two types of alert boxes; they are described in “Notification Alerts” on page 2-17 and “Confirmation Alerts” on page 2-18. Figure 2-6 shows the wavy border of an alert box.
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Figure 2-6 An alert box has a thick wavy border

Plain Border 2

For simplicity, some container views require a plain black border made of medium-weight lines. Figure 2-7 shows examples of views with plain borders.
Figure 2-7 Some views need the simplicity of a plain border

Drop Shadows 2

It’s possible to add a drop shadow to a view’s bottom and right borders, but this ersatz 3D look is not appropriate for Newton applications. Don’t use drop shadows just because you like the way they look or because you want to make a Newton application look like a personal computer application. Although you shouldn’t use drop shadows, you can use another type of shadow that tells users something about a view. For example, a shadow
2-8 How Views Look
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reinforces the notion that there are two parts to a routing slip—an outer part above the shadow and an inner part below it. Figure 2-8 shows acceptable and unacceptable uses of shadows in the Newton interface.
Figure 2-8 Sparing use of some types of shadows is OK
This plain shadow’s function is to separate the top of the routing slip from the bottom
Don’t use decorative drop shadows on a Newton

View Fill 2

Standard container views by default are filled with white, not with black or a pattern. If you want users to see through a container view to the views beneath it, you can make it transparent.

Main Views 2

Nearly every application has a main view that serves as a base of operations. An application’s main view may also be called the application base view. But strictly speaking, the main view is a user’s concept and the application base view is a programmer’s concept. An application base view is the view that contains all the other views that make up the application. A main view is a center of user operations.
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Applications are not limited to one main view. The built-in Names File and Date Book applications, for example, have several main views each.

Title or Folder Tab 2

An application’s main view should have an ordinary, underlined title at the top unless the view’s identity is obvious from its contents. An application’s main view cannot have an ordinary title at the top if the application allows users to file information in folders. In this case a folder tab must go at the top of the main view. A folder tab shows the name of the folder whose data is currently displayed in the view, and a user can choose a different folder by tapping the folder tab. A folder tab can include a view title or a digital clock and calendar, but does not have to include either of them. (For more information on folders and folder tabs, see Chapter 8, “Newton Services.”) Figure 2-9 compares a main view with a title to another main view with a folder tab.
Figure 2-9 A title or a folder tab tops a main view
tyle preferred)
lain folder tab
older tab with lock and alendar
2-10 Main Views
S
tatus bars with
a
ssorted controls
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Primary Controls and Status Bar 2

An application’s primary controls go at the bottom of its main view, usually on a status bar. A status bar is not strictly required, but it helps to visually anchor the controls. Figure 2-10 shows sample status bars with assorted controls.
Figure 2-10 A status bar anchors primary controls at the bottom of a main view
Each application can have a different set of controls, but an application’s main view must have a Close box unless the application is the backdrop (see “The Backdrop” on page 2-29 and “Closing a Main View” on page 2-32). Close boxes and other standard status-bar controls are described in “Close Boxes” on page 3-14 and “Standard Newton Buttons” on page 3-22.
On an Apple MessagePad, the status bar is a black line two pixels thick, with end points two pixels from the right and left edges of the application’s main view.

Separator Bars 2

In a view that may display more than one variable-sized item at once, like the notes in the Notepad, a separator bar heads each item. A separator bar identifies the item below it and carries controls that apply only to that item. Figure 2-11 shows some separator bars in the Notepad.
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I it
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Figure 2-11 Separator bars separate multiple items in a scrolling view
eparator bar
ndicates type of
em
itle of item
affect the item Name of item’s
folder
A user creates a separator bar, also called a divider bar, by drawing a line across the view or by tapping a New button on the view’s status bar. Tapping the New button always scrolls to the last item and adds a new blank item below it. Making the line gesture adds a new blank item below the line, before the following item.
A separator bar is a heavy black line with various buttons and text. At the left end of each separator bar is a picture button, called the Item Info button, which indicates the type of item below it. Next to that button is the item’s title, displayed in the bold style of the system font. For more information on the Item Info button, see “Item Info Button” on page 3-29.
At the right end of each separator bar is an Action button for routing the item. If the application allows users to file items in folders, a Filing button appears on each separator bar next to the Action button, and the name of the item’s folder appears next to the Filing button whenever the view is showing the items of all folders. For more information on those buttons, see “Action Button and Picker” on page 7-8 and “Filing Button and Slip” on page 8-14.
On an Apple MessagePad, the separator line is two pixels thick and the title is in 9- or 10-point text.
2-12 Main Views
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The Main View’s Border 2

Every application’s main view must have a border, even if the border is not visible because the view fills the screen. Generally, an application’s main view should have a rounded-corner matte border (as described under “View Border” on page 2-6). Alternatively, a main view can have a plain rounded­corner black border. A matte border is a better choice if the view is movable (or might be movable on a large screen), because users historically have associated matte borders with movable views and plain borders with stationary views. Figure 2-12 shows the two border styles.
Figure 2-12 Main views have matte or plain borders with rounded corners
A movable main view is preferable to a fixed view. If users can’t move your application’s main view, they may have to close your application to work on another application beneath it. If you want a user to be able to leave your application open, make its main view small, matte-bordered, and movable.
It’s possible for a stationary main view to have a different border style and still look like it belongs on a Newton device. You need a strong reason—something more than personal preference—to give your application’s main view anything other than a rounded-corner black border or a rounded-corner matte border.
Main Views 2-13
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Auxiliary Views 2

When an application needs to display and input more information than will fit in its main view, it displays an auxiliary view. There are several types of auxiliary views, as shown in Figure 2-13 and detailed in the following sections.
Figure 2-13 Examples of auxiliary views
Notification alerts communicate important messages to users
Ordinary slips give users the space they need to make detailed settings and to input or change data
Confirmation alerts ask users to authorize a far-reaching or dangerous operation
tatus slips tell users what is happening
uring lengthy operations
Palettes give users handy access to useful settings and information
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An auxiliary view appears in front of the view to which it is subordinate. For details on the customary position of a slip and the front-to-back ordering of views, “How Views Work” on page 2-28.

Slips 2

The most common type of auxiliary view is called a slip. An application can use slips to get detailed user input. For example, the Date Book application displays essential information about meetings and events in its main view but has users input or change details in meeting and event slips. In addition, an application can use slips to display and allow users to change incidental and infrequently accessed information such as the title of an item or preference settings. Slips can also request responses and present alternatives that specify how an action should be completed. For example, a slip for routing e-mail should insist the user enter an e-mail address, without which the e-mail cannot be sent, and the slip offers numerous options that affect what the e-mail message includes.
Most slips are movable, but some are stationary. Movable slips provide more flexibility for someone using your application. If a user wants to see something under a movable slip while the slip is open, the user can drag the slip out of the way. To see something under a stationary slip, a user has no choice but to close the slip. Figure 2-14 compares slips that move with slips that can’t.
Figure 2-14 Users can move most slips
rag handle
atte border
Movable slips should have a drag handle and a matte border
Auxiliary Views 2-15
Stationary slips do not have a drag handle or a matte border
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Movable slips should have matte borders, and stationary slips should not. For instance, routing slips are stationary and have special striped borders. Border styles are described in “View Border” on page 2-6.
A slip contains text and controls and may contain icons, pictures, and input fields. Each slip contains some text to indicate the purpose of the slip and what caused the slip to appear. In some cases this text is a title for the slip.
Most slips have a Close box or large Close box in the bottom right corner, and some slips have additional primary controls at the bottom. For instance, a Close box alone is not enough in a slip whose purpose is to prepare for and initiate an action. In this case users must be presented with a choice for dismissing the slip: take action or cancel. A text button named with a verb such as Do or Find clearly means “Take this action with the settings I’ve made in this slip.” A large Close box located next to one of those take-action buttons thus means “Ignore these settings and cancel the action.” The alternative combination of buttons—a text button named Cancel to mean “cancel” next to a large Close box to mean “take action”—is ambiguous. Figure 2-15 compares these two alternatives.
Figure 2-15 Dismissing slips that complete actions
Clear choice
Take specific action
Close (don’t take action)
Worse— Vague choice
Cancel
Close (take action?)
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In the absence of a take-action button, a Close box means simply, “I’m done with this task.”
Close boxes and text buttons are covered in Chapter 3, “Controls.” Input fields follow the guidelines given in Chapter 6, “Data Input.”
Notification Alerts 2
An application uses a particular type of auxiliary view, a notification alert, to provide messages about error conditions, warn users about potentially undesirable situations or actions, and announce alarms. Use a notification alert to convey information that is useful to the user but doesn’t present any threat such as a loss of data.
The notification alert’s wavy black border visually distinguishes it from operational slips. A user responds to a notification alert by tapping its Close box, thereby acknowledging the message and putting away the slip. Figure 2-16 shows a notification alert.
Figure 2-16 A notification alert tells the user something important
Some notification alerts have a Snooze button, which enables a user to temporarily dismiss the alert. The alert reappears after an interval of time chosen by the user. For example, this is the type of notification alert the built-in Date Book application uses for its reminder alarms. Figure 2-17 shows a notification alert with a Snooze button (for more information, see “Alarms” on page 8-4.).
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Figure 2-17 A Snooze button enables a user to dismiss an alert temporarily
How long until the alert reappears
Before closing a notification alert, a user can tap the small circled i in the upper left corner to display the date and time at which the notification appeared. While any notification alert is open, the user can scroll through recent messages by using the universal scroll arrows (as described under “Universal Scroll Arrows” on page 2-38). The Newton operating system logs notification messages, handles notification message scrolling, and provides the small circled i and its functionality.
When you write notification messages, use phrasing that make sense to users. Use simple, nontechnical language; don’t provide system-oriented information that a user can’t relate to. When possible, give users information that helps explain how to correct the problem. Be as specific as possible; if appropriate, use the name of the application or the name of the view to which the message applies. For example, “The Expense Report slip doesn’t scroll” is more helpful than “This view doesn’t support scrolling.”
Confirmation Alerts 2
An application uses a confirmation alert, which has the same wavy border as a notification alert, to have the user confirm or cancel an action that may have far-reaching consequences. For example, confirmation alerts appear before the Newton puts into effect changes the user has made to folder names. Use a confirmation alert to warn the user in advance of a potentially
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dangerous situation. For example, a confirmation alert appears before Newton restores anything from the backup on a storage card.
A confirmation alert has no Close box. Instead, it has labeled buttons, usually one named OK and another named Cancel. The user taps OK to continue the far-reaching or potentially hazardous action or taps Cancel to cancel the action and do something else. Figure 2-18 shows a confirmation alert with OK and Cancel buttons.
Figure 2-18 A confirmation alert tells the user about a grave situation
Take care to phrase the confirmation message so that it makes sense with either the Cancel button or the OK button. For instance, the message “You’ve modified one or more items. Do you really want to cancel?” is not as clear as “Disregard all changes? (can’t undo)”
Instead of an OK button, you can use a button whose label describes the result of accepting the message in the confirmation alert. For example, in a confirmation alert that warns about the consequences of restoring from a card, you could have a button named Restore instead of OK. Likewise, you could replace the Cancel button with one that more precisely describes the action, such as Don’t Restore.
Confirmation alerts are modal. While a confirmation alert is displayed, the system restricts users to interacting primarily with that confirmation alert. The system ignores all taps outside a confirmation alert. (A user can write outside a confirmation alert, however.)
Auxiliary Views 2-19
M a in
I
con and title
id o
entify the
peration
essage gives
dditional
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Status Slips 2

When an application begins an operation that takes more than a few seconds to complete, the application should display a message describing its busy status. The application can display the status message in a view that’s already displayed, or it can display the message in a status slip. Figure 2-19 shows a typical status slip.
Figure 2-19 A status slip reports on a lengthy operation
Progress indicator shows busy state
A status slip contains some or all of the following items:
An icon visually identifies the application or the operation in progress.
A title names the application or the operation in progress.
A message provides additional information about the operation in
progress (for example, “Searching Names...”, “Connecting to desktop”, and so on).
A progress indicator shows that the system is busy, and may show
elapsing progress.
A Stop or Cancel button allows a user to halt the ongoing operation.
A Close box allows a user to put away the status slip without halting the
ongoing operation.
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A status slip does not take the place of the Newton busy cursor, which appears automatically at the top center of the screen when the system temporarily cannot respond to user input (see “Automatic Busy Cursor” on page 8-2). Your application should display a status slip when it begins an operation that takes more than a few seconds to complete.

Title and Message 2

Either the title or the message text in a status slip should begin with a gerund, such as preparing or sorting, and end with three periods (. . .), not a single period, a hyphen, a dash, or an ellipsis character (…). For example, when searching more than one application, the built-in Find service displays “Find” on the first line and a message similar to “Searching in Names...” (the message is continuously updated with the name of the application currently being searched). Other applications use the title and message text differently. When receiving e-mail, for example, the first line could display the current phase of the operation and the second line could display specific information being used in that phase. Figure 2-20 illustrates.
The title should be in the bold style of the system font, and the message should be in the plain style of the system font. The icon size should correspond to the title height. On an Apple MessagePad, use 9-point text for the title and 9-point text for the message.
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1
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Figure 2-20 A sequence of status messages traces the steps of an operation
No progress indicator (barber pole) for a brief
.
2.
operation
.
.
4.
6.

Progress Indicator 2

The progress indicator, if present in a status slip, can take different forms. It can be a simple “barber pole” gauge, which animates a set of diagonal stripes while the operation progresses but does not indicate how much of the operation has been completed. Alternatively, if it’s possible to quantify the progress of the operation that’s underway, then a status slip should include a progress gauge that indicates relative completeness of the current operation
2-22 Auxiliary Views
as a shaded portion of the entire gauge. Figure 2-21 shows two examples of progress gauges.
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Figure 2-21 A gauge in a status slip measures elapsing progress

Close, Stop, or Cancel 2

A status slip usually has a large Close box and a Stop button or Cancel button. Tapping the Stop button or Cancel button halts the operation that’s in progress. If halting the operation takes more than a few seconds, the application should change the status message to “Stopping...” or “Canceling...” while halting is in progress.
Make an effort to choose the button—Stop or Cancel—that most accurately describes the action that will occur. Stop suggests halting an operation that has already begun. In contrast, Cancel suggests a user has decided to take a different tack—without any action having taken place.
Tapping a status slip’s Close box closes the status slip but does not stop the operation it was monitoring. To alert the user that an operation is in progress, the application registers the operation with the system’s Notify service, causing the Notify button to blink at the top of the screen (see “Notify Button and Picker” on page 8-2). The user can open the status slip by tapping the Notify button and choosing the operation from the Notify picker that pops up. If an application completes an ongoing operation while the status slip is closed, the application must unregister the operation so the Notify service will remove it from the Notify picker.
Close boxes and text buttons are covered in Chapter 3, “Controls.”
Auxiliary Views 2-23
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User Decision 2

Besides reporting on the progress of an ongoing operation, a status slip can report a condition that requires a user to choose one of two alternatives. This type of status slip contains an icon, a message of up to three lines, and two text buttons. This type of status slip does not have a progress indicator, Stop button, Cancel button, or Close box. Figure 2-22 shows an example of a status slip that demands a user decision.
Figure 2-22 A status slip can report a condition that demands a user decision

Palettes 2

A palette is a small container view that gives a user instant access to useful settings or information. For example, a user can use the Styles palette (from the Extras Drawer) to set the font, size, and style of any selected text or to change the line weight of a drawing. Figure 2-23 shows the Styles palette.
A palette must be movable, so it has a rounded-corner matte border and a drag handle, like a slip. A palette can have a title, but typically a palette’s contents make its function clear without a title.
A palette floats on top of main views and on top of slips that are already open. For details on the customary position of a palette, the front-to-back order of container views, and how container views move, see “How Views Work” on page 2-28.
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alette
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Figure 2-23 A palette provides handy access to useful settings
A palette has a Close box, or a large Close box if a text or picture button is adjacent, but the user may leave the palette open indefinitely. This has several ramifications, one being that a user must be able to move the palette to get at whatever it is covering. In addition, changes a user makes in a palette should take effect right away. Immediate feedback lets the user see that the input had the desired effect. If your application doesn’t respond immediately to new settings of checkboxes, radio buttons, and other controls, it’s less clear to the user when the input goes into effect. (For descriptions of close boxes, radio buttons, checkboxes, and other controls, see Chapter 3, “Controls.”)
Palettes that remain open take up screen space, a valuable commodity on smaller screens. Therefore, use palettes sparingly. Don’t use a palette where you can use a slip instead (such as in situations where the user can make the appropriate settings and then close the slip). Don’t use a palette in place of controls in the status bar.
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Drawers 2

A drawer is a container view that slides open and closed at the bottom of the screen or at the bottom of another container view. Figure 2-24 shows the Extras Drawer.
Figure 2-24 A drawer slides open and closed
The Extras Drawer closed The Extras Drawer open
A drawer can be used for the main view of an application or for an auxiliary view. It can have a a title, a folder tab, or neither, depending on its function and contents. A drawer must have a Close box.
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Roll Views 2

In a roll view several discrete, fixed-size subviews are arranged one above another like pictures on a filmstrip. A roll view invariably contains more subviews than can be displayed in full detail at once. To see a subview that’s not currently displayed, a user can scroll through the subviews. Alternatively, a user can see an overview consisting of one-line subview titles.
In most applications, users don’t find roll views useful. Studies show that users tend not to use scrolling to access different subviews, finding it easier to pick from a list than to remember the relative position of subviews. Usually it makes more sense to implement the subviews of a roll view as individual slips, and list their titles in an overview. For example, the overviews of the built-in Preferences and Formulas applications list the titles of individual slips, and users cannot scroll from slip to slip.
For more information on scrolling and overview, see “Scrolling” on page 2-36 and “Overview” beginning on page 2-44.
Roll views bear some resemblance to the paper roll structure of the Notepad, but there are several major distinctions. For one, users can create new notes in the Notepad but cannot create new subviews in a roll view. Users can also vary the length of notes in the Notepad, but a roll view’s subview sizes are fixed. Moreover, a roll view’s summary cannot scroll and can display at most 16 one-line subview descriptions. There can be more than 16 subviews; to see beyond the 16th subview, a user must scroll subview by subview, starting with the 16th one.
Roll Views 2-27
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How Views Work 2

Container views provide immediate feedback about actions a user may take, such as opening, closing, moving, and scrolling. The remainder of this chapter describes these behaviors.

Opening Container Views 2

Opening a container view makes it visible and gives the user access to it (unless it is partly or completely obscured by another container view that’s already open). Some of an application’s container views open in response to user actions. Tapping an icon in the Extras Drawer may open an application’s main view; tapping a button, tapping a text label marked with a black diamond, or choosing from a picker may open a plain slip, a confirmation alert, or a palette. In addition, an application may open status slips, notification alerts, and other views on its own.

View Displa y Order 2

A Newton user can keep more than one application open at a time (memory permitting). Each open application has its own pile of container views. At the bottom of an application’s pile of views is its main view. An application’s auxiliary views appear on top of the main view in the order in which they were opened. (Technically, it is the application base view that contains all of an application’s other views. Usually the main view is the base view, but you can organize your application differently if necessary.)
A user can bring a view with a matte border and drag handle to the front by tapping the drag handle.
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The Backdrop 2

A Newton device always has at least one application open, and it is called the backdrop. The backdrop’s main view is at the bottom of the display order. The backdrop cannot be closed, so its main view has no Close box. For example, the backdrop on an Apple MessagePad 120 is initially the Notepad. A user can change the backdrop with the Extras Drawer application.

What Is Active 2

On a Newton device there is no single active view or active application, because all visible views and applications are active. Most views, both movable and stationary, allow users full access to the visible parts of other views. If a user can see a place to tap, write, or draw outside a view, the user can usually do it. A user can even interact with some applications that aren’t visible by using the system’s Find service or its Intelligent Assistant service (described in Chapter 8, “Newton Services”).
Naturally, a small movable view affords the most access to other views behind it. A stationary view only allows access to what a user can see around it. A large movable view—larger than half the height or width of a Newton device’s screen—will always block some part of what’s behind it. (A user can’t move a view partially off the screen.)
It is possible for an application to take over the screen, putting users in the state, or mode, of being able to work only inside one view. The application temporarily suspends access to other views that may be visible. It forces the user to make decisions before doing any other actions, such as adding or changing information in a visible application. Users can cancel a modal view, they can respond to a message in it, or they can use a modal view to set parameters or assign values that become content in a view to which the modal view is subordinate. If users tap in other views, nothing happens. Users must attend to the one modal view and must close it before they can use other views. Users can put away a modal view only by tapping one of its controls.
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Although modeless views give users more flexibility, modal views have the advantage of being less ambiguous. Nothing a user does in a modal view should take effect until the user taps a button to confirm the state of the modal view. A modal view avoids intermediate states that can occur with a modeless view, where a user’s changes take effect without the user being aware that this is happening.
You can use modal views when your application needs information before it can continue. A modal view is fairly simple to implement, but that doesn’t mean that you should use modal views too freely. You should rarely restrict the user’s actions by forcing the user into a mode.

View Position 2

When designing an application, you must decide where to position the application’s main view, ordinary slips, and palettes. The system takes care of positioning routing slips, status slips, notification alerts, and confirmation alerts. In making these decisions consider the type of view, its size in relation to the main view (or the screen), what other views you know will also be open, and how the view’s content relates to the other open views.
The positions at which views open affects the usability of your application and of the whole Newton device. Each view that opens may obscure part of the other views already open.
Equally important are users’ preferences. If a user moves a view, your application should maintain that position.

Position of a Main View 2

The initial position of a main view that fills the screen is obvious. Most smaller main views are centered horizontally but are off-center vertically. Usually there is about three times as much uncovered screen space below the view as above it. Some main views, such as the built-in Find and Assist views, are centered at the bottom edge of the visible screen area.
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T m b
Horizontally c
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If the main view is movable, your application should save its position before closing it, and should reopen it in the position at which the user left it. Keep users in control.

Position of Auxiliary Views 2

When a user opens a slip, palette, or other auxiliary view, your application should initially position it directly over the view to which it relates. This arrangement reinforces the relationship between the auxiliary view and its related view, and also puts the auxiliary view near the user’s focus. In general you should horizontally center a small auxiliary view over its related view, and place it near the top of the related view, leaving about one-fourth of the uncovered portion of the related view visible above the auxiliary view. Figure 2-25 shows the best position for a small auxiliary view.
Figure 2-25 Where to position a small auxiliary view
entered
hree times
ore space
elow
y y
x
3x
Keep an auxiliary view within the bounds of its related main view (its parent view). If an auxiliary view hangs outside its parent view, the Newton system draws and refreshes the auxiliary view unpredictably. Moreover, the auxiliary
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view does not get any pen input from outside the parent’s bounds. These restrictions have no practical effect on an auxiliary view that is attached to the root view instead of an application’s base view.

Closing a View 2

Closing a container view makes it go away. Most views close in response to user actions. If a view has a Close box (and most views do), a user can close the view by tapping the Close box. A view may also have other controls that close it. In addition, an application should close a status slip on its own when it finishes the operation that occasioned the status slip.
An application determines what happens visually, audibly, and logically when a user closes the application’s views. The user may see a visual effect and hear a sound effect, or the view may seem simply to disappear. The Newton system determines the visual and sound effects when a user closes a notification alert, confirmation alert, or routing slip.

Closing a Main View 2

Tapping the Close box in an application’s main view closes the application. The main view goes away, together with any of the application’s auxiliary views that are also open.
Because a Newton device is personal, most applications should maintain their state while closed, even if the Newton device goes to sleep or a user turns it off. An application that involves an ongoing task should save its state before closing, and it should return to that saved state the next time it opens. State information to be saved and restored includes newly and partially entered data, the positions of all movable container views (including the main view, if it is movable), and anything else the application will need to recreate what the user sees at the time the application closes.
An application doesn’t need to save and restore its state if the application involves discrete, short-term tasks—a dictionary, e-mail, and so forth.
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Closing a Slip 2

A user can close any slip except a confirmation alert by tapping the Close box at the slip’s lower right corner. The slip goes away, and the application accepts any changes a user made in the slip unless the slip has a take-action button next to the Close box (as described in “Slips” on page 2-15). If a user taps a take-action button, such as Do or Find, the slip goes away and the application initiates the named action with the settings the user made in the slip. If a user taps a Close box that is next to a take-action button, the slip goes away and the application does not initiate the named action.
To close a confirmation alert a user taps the OK button (or other affirmative button) to authorize the pending action, or taps Cancel (or equivalent) to cancel the action.

Closing a Drawer 2

A user can close a drawer by tapping its Close box. Alternatively, a user can close a drawer that has no other views open in front of it by tapping the same button that opened the drawer. If a drawer is open but another view is in front of it, tapping the drawer’s button twice closes the drawer. (The first tap brings the drawer to the front.)

Moving a View 2

Users expect to be able to move views that have matte borders. To move a view, a user puts the pen on the drag handle and drags to a new location. Figure 2-26 points out a drag handle.
Moving a view doesn’t affect the appearance of its contents. A main view can’t be moved off the screen, and an auxiliary view can’t be moved outside the bounds of the main view (unless the auxiliary view is a child of the root view).
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rag handle
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Figure 2-26 Dragging a view’s drag handle moves the view
1. User drags the keyboard view’s drag handle up
2. Keyboard view moves up

Changing a View’s Size 2

Your application determines the size of its views. It should base its view sizes on the screen size of the Newton device on which it is running, since Newton screens can come in a wide range of sizes. For example, a container view that fills the screen on an Apple MessagePad 120 (which measures 240 × 320 pixels) will not fill the screen on a MessagePad 100 (which measures 240 × 336 pixels). The same image would be too tall to fit on a screen of a MessagePad 120 that a user has rotated to the wide orientation (320 × 240 pixels). An application can dynamically determine the screen size, and based on that information can calculate appropriate view sizes. An application may also need to adjust view layouts according to the aspect ratio of the screen. Figure 2-27 shows how the built-in Calculator adjusts its size and layout when a user rotates the display.
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Figure 2-27 Dynamically adjust a view’s position, size, and layout to fit the screen
Sideways orientation on a MessagePad 120
egular orientation on a MessagePad 120
An application may grow or shrink one of its views in response to user actions, but users should not be allowed to change view size directly. Do not allow users to resize a view by dragging a corner of it. Figure 2-28 shows how the Filing slip changes size after a user creates a new folder.
Figure 2-28 A view may change size in response to user actions
1. Before creating a new folder
How Views Work 2-35
2. After a user creates the Quotes folder
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Container Views

Scrolling 2

An application that deals with multiple instances of similar information— multiple notes in the Notepad, multiple names in the Name File, multiple days in the Date Book, and so on—can’t display all the instances at once in a single view. People scroll the information to move currently displayed information out of view and bring other information into view. The information appears to roll out at one edge of the view and roll in at the opposite edge. Figure 2-29 shows a conceptual view of notes ready to be scrolled in the Notepad’s main view.
Figure 2-29 Ready to scroll Notepad notes into view from above or below
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Scrolling With Scroll Arrows 2

A user scrolls information in a view by tapping scroll arrows on a Newton device. Scroll arrows always come in pairs, each arrow pointing away from the other and toward information that is currently hidden. Tapping an arrow means “Show me more of the information that’s hidden in this direction.” For example, when a user taps a scroll arrow that points down, the information moves up, bringing up what was just below the view. Pressing and holding the pen on a scroll arrow causes continuous movement in the appropriate direction. Figure 2-30 shows the change when a user scrolls the Notepad by tapping a down arrow.
Figure 2-30 Scrolling by tapping a down arrow
1. Before tapping the down arrow 2. After tapping the down arrow
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Each tap on a scroll arrow moves one unit in the chosen direction. Your application determines how much one unit is. For example, the Notepad moves one note for each tap on the arrow; for a note longer than the view, each tap scrolls the number of displayed lines minus one. The Names File application moves one “card” for each tap. The Date Book’s day-at-a-time view moves one day for each tap, and the week-at-glance view moves a week per tap. Time Zones moves from city to city alphabetically. If your application’s information falls naturally into sections, each tap on a scroll arrow should scroll one section. If not, scroll a screenful minus one line at a time (a “page”).
Whether your application should scroll smoothly or unevenly depends on the type of information being scrolled. With smooth scrolling, each tap on a scroll arrow moves the same amount. That is how the Date Book, Names File, Calculator, and Time Zones applications work, for example. In some cases, uneven scrolling is better than smooth scrolling. The Notepad scrolls by uneven increments—note by note—to take advantage of a user’s visual memory of where he or she wrote things.
While scrolling up by uneven increments, an application may encounter an item that is too large to display all at once. Since the application can’t show the whole item, it must either show the bottom of the item or the top of the item. The appropriate response depends on whether the view scrolls page-by­page or continuously like a roll of paper. A view that scrolls continuously should scroll up to the bottom of an item that is too large to show all at once. A view that scrolls page-by page should scroll up to the top of an item that is too large to show all at once. For instance, the Notepad (which scrolls like a roll of paper) scrolls up to the bottom of a note that is taller than the height of the Notepad main view. In contrast, the Out Box (which scrolls detail items page-by-page) would scroll up to the top of the same note.

Universal Scroll Arrows 2

Newton devices have two universal scroll arrows for user control of scrolling. The universal scroll arrows are part of the Newton system; they are not attached to one view. On an Apple MessagePad 120, they are located in the center of the screen, below the display area. Figure 2-31 shows the universal scroll arrows.
2-38 How Views W ork
S
croll up
S
croll down
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Figure 2-31 The universal scroll arrows at the bottom of a MessagePad screen
Any view can have its scrolling controlled by user taps on the universal scroll arrows, but they only affect one of the open views. To be affected, a view must meet two requirements. First, the view must be set up during application development to receive taps on the universal scroll arrows. Second, it must be in front of all other open views that have also been set up to receive those taps. It is entirely possible for the view that is affected by the universal scroll arrows to be partially or completely covered by other open views that were not set up to receive scroll-arrow taps. (A view that receives scroll-arrow taps also receives taps on the Overview button, which is described in “Overview” on page 2-44).
There is no convention for indicating what will scroll when a user taps a universal scroll arrow. Users must learn by experience what will scroll when they tap the universal scroll arrows.
Generally, the universal scroll arrows should scroll most of the information in a view. An application should not use the universal scroll arrows to scroll part of the information embedded in a view. For instance, the built-in Date Book application uses the universal scroll arrows for scrolling from day to day, not for scrolling from hour to hour or month to month.

Local Scroll Arrows 2

For scrolling part of the information embedded in a view, an application should use local scroll arrows. For instance, the Date Book has a set of local scroll arrows for scrolling from hour to hour and another set for scrolling from month to month. Figure 2-32 illustrates the Date Book’s use of scroll arrows.
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U a t
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Figure 2-32 How scroll arrows work in the Date Book’s Day view
Local scroll arrows scroll month to month
Local scroll arrows scroll hour to hour
niversal scroll
rrows scroll day
o day
Usually each tap on a local scroll arrow scrolls one item of information. If a user presses and holds the pen on a local scroll arrow, items scroll by continuously. After five items have scrolled by, the application can begin scrolling page by page. For scrolling purposes, the size of a page is one less than the number of items that fit in the view. As a shortcut, a user can double­tap a local scroll arrow to scroll a page. These two forms of accelerated scrolling are optional, but an application that features accelerated scrolling should behave as described here.
A view can contain local scroll arrows even if it does not respond to the universal scroll arrows. The local scroll arrows shouldn’t scroll the whole view; they should only scroll some part of the view.
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Local scroll arrows can use color—white or black—to indicate whether scrolling will bring more items or any more empty space into view. An arrow is black if tapping it will bring more items into view. An arrow is white if tapping it will not bring more items into view. Figure 2-33 illustrates the use of color in local scroll arrows.
Figure 2-33 Scroll arrow color may indicate what scrolling will reveal
Black—more items in this direction White—empty in this direction
If you implement local scrolling in your application and want users to easily recognize your local scroll arrows, make them look like the arrows in the built-in applications. Do not design your own scroll arrows or make them look like scroll arrows on personal computers.

Four-way Scrolling 2

A view that allows the user to pan up, down, left, and right across a map, drawing, or other large document must provide a four-way (two-dimension) scrolling control. The four-way scroller should be centered at the bottom of the view. Figure 2-34 shows how the standard four-way scroller looks.
How Views Work 2-41
S
croll left, right,
u
S u
p, or down
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Figure 2-34 A control for scrolling in four directions
There’s an alternate four-way scroller that may be better in some situations. The alternate scroller is more compact than the standard scroller, but users find the standard scroller easier to target. Figure 2-35 shows the alternate four-way scroller.
Figure 2-35 An alternate control for scrolling in four directions
croll left, right,
p, or down
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Automatic Scrolling 2

In the discussions of scrolling behavior and appearance in the previous sections, the user controls scrolling by deciding which scroll arrow to use and how long to use it. Most of the time the user should be in control, but sometimes an application should scroll a view automatically. When your application performs an operation and the effect is to select something that’s not currently visible, your application must scroll to show the new selection. For example, when the user searches for some text, your application locates the desired text. If this text appears in a part of the information that isn’t currently visible, your application should scroll the information to show the found text. Figure 2-36 shows the effect of automatic scrolling in the Names File.
Figure 2-36 Automatic scrolling
1. Before the search for Mercedes 2. After the search for Mercedes
An application should not scroll automatically any more than is necessary to bring a selection into view. Users want to control what shows in a scrollable view. If part of a selection is showing in the view after the user performs an operation, don’t scroll at all. For example, if the user increases the text size of a lengthy selection so that the bottom part extends out of view, your application should not automatically scroll to the end of the selection.
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Scrolling Performance 2

Scrolling the contents of a view can sometimes seem slow. Here are some techniques you can use to improve scrolling speed:
Implement the accelerated scrolling behavior described in “Local Scroll
Arrows” on page 2-39.
Scroll multiple lines at a time, rather than just a single line at a time, when
the user taps a scroll arrow.
Reduce the number of child views that need to be redrawn, if possible. For
example, make a list that is implemented as several paragraphs (each a separate view) into a single paragraph.
Set the view fill to white. Many views need no fill color, so you may be
inclined to set the fill color to none when you create such a view. However, it’s best to fill the view with white if you don’t need a transparent view. This can increase the performance of your application because when the system is redrawing the screen, it doesn’t have to update views behind those filled with a solid color such as white.

Overview 2

In addition to scrolling, an application that deals with multiple instances of similar information can show an overview of the information—a view of the forest instead of the trees. From the overview a user can select a part of the information to see in detail. Figure 2-37 shows a conceptual view of the Notepad’s overview.

Overview Contents 2

An overview is not another view displayed on top of the current view; an overview is the same view in a different format. Instead of showing individual data items in full detail, an overview presents a summary list of multiple data items.
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Figure 2-37 How an overview relates to a detail view
An overview commonly takes the form of a table of contents. It lists the titles or names of items that can be viewed in more detail. Together with the name or title of each item, the overview lists a a key bit of information about the item. For instance, the Notepad lists the first part of each note next to its title. The Names File lists a phone number with each name. The Call Log lists the date and time of each call. And the Extras Drawer lists each item’s size and where it is stored.
If an item’s title or supplemental information is too long for the space available in an overview, the application can use an ellipsis to indicate there is more information.
Next to each item in an overview there may be a small icon that symbolizes the type of item—note, checklist, or outline in the Notepad; person, company, group, or place in the Names File; and so forth. The overview may also have a checkbox next to each item so a user can select one or more items and act
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on the selected items with controls in the status bar, such as a Filing button or Action button (see “Primary Controls and Status Bar” on page 2-11). A gray line separates checkboxes from data items.
If an overview lists items that users may have filed in folders, the overview should have a folder tab at the top so users can determine which folder’s items are displayed (see “Folder Tab” on page 8-19). If listed items cannot be filed in folders, the application can organize the overview by some other criterion, such as by date. For example, the Date Book groups meetings and events by date, starting with the displayed date.

Overview Button 2

The control for seeing an overview is the round black button located between the universal scroll arrows. On an Apple MessagePad the Overview button is at the center of the screen below the display area. Figure 2-38 shows the Overview button.
Figure 2-38 The Overview button at the bottom of a MessagePad screen
verview
Like the universal scroll arrows, the Overview button is a function of the Newton system and is not attached to one view. The Overview button affects one open view. To be affected a view must be set up during application development to receive taps on the Overview button. In addition, the view must be in front of all other open views that have also been set up to receive those taps. The view that is affected by the Overview button may be partially or completely covered by other open views that were not set up to receive Overview-button taps. (A view that receives taps on the Overview button also receives taps on the universal scroll arrows, which are described in “Universal Scroll Arrows” on page 2-38).
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Switching to and from an Overview 2

To see an overview, a user taps the Newton device’s Overview button. The detail item that was displayed should either be centered in the overview or at the top of the overview. Figure 2-39 shows the change when a Names File user taps the Overview button.
Figure 2-39 Getting an overview
1. Before tapping the Overview button 2. After tapping the Overview button
To see an item in detail, a user taps its title in the overview. Tapping an item listed in the overview closes the overview and displays the detail view for the item that was tapped. Your application could also take different actions depending on where the user taps an entry in the overview. For example, in a Names File overview, tapping the left part of a line, where the name is
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displayed, causes the normal view of the tapped name to appear; but tapping the right part of the line, where the telephone number is displayed, initiates a phone call.
If an application spends more than a few seconds preparing an overview, it should display a status slip with a message such as “Preparing overview...” (see “Status Slips” on page 2-20).

Scroll and Overview in an Overview 2

An overview should respond to the universal scroll arrows and the Overview button. When a user taps a scroll arrow, your application should scroll all the currently visible items out of view except the last item. After scrolling, there should always be one item still visible from before scrolling. When scrolling the last item into view, the application can leave more than one item still visible from before scrolling so that the overview remains full of items; users can’t do anything with empty space in an overview.
When a user taps the Overview button, the overview goes away and the detail view reappears, showing the same item as before the overview appeared. Thus, repeatedly tapping the Overview button switches back and forth between the overview and the detail view. Avoid any temptation to use the Overview button to zoom up or down multiple levels of detail or to step through a hierarchy of views, because the user can easily become confused about whether the next tap will go up or down.
An application that doesn’t have a list-style overview can use the Overview button to toggle a view between two levels of detail or magnification. If there are more than two levels of zooming, the Overview button must always toggle between the same two levels, preferably the biggest and smallest levels. For access to other levels, use another type of control described in Chapter 3, “Controls.” For example, you could use a button on the status bar—the Show button or a special Zoom button or zoom-looking picture button. For completeness, the magnification control should provide access to all levels, including the two levels controlled by the Overview button.
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Closing an Overview 2

Tapping the Close box has the same effect whether a view is displaying item detail or an overview—the application closes. Tapping a Close box in an overview does not switch to item detail.

Nonfunctional Scroll and Overview Controls 2

Some views scroll or display an overview, but not both. Rather than doing nothing when a user taps a nonfunctional scroll or overview control, a view should provide feedback. If a view that scrolls but doesn’t have an overview is frontmost and a user taps the Overview button, the view should notify the user with a message such as “This view does not have an overview.” Likewise, if a user taps a scroll arrow when a view that doesn’t scroll is frontmost, the view should notify the user with a message such as “This view does not scroll.” To avoid confusing users, don’t begin messages about not scrolling or not having an overview with “This application” unless the message applies to every one of the views in your application. Furthermore, better messages state the title of the view in place of the generic “This view” or “This application.
If the frontmost view has local scroll arrows but doesn’t respond to the universal scroll arrows and doesn’t let views behind it receive universal scroll arrow events, then the view should display a message that explains why the universal arrows don’t work or what the user must do to make them work. Under these circumstances a message such as “You must close this view to use the universal scroll arrows” is clearly more accurate than “This view does not scroll.”
No view has to receive taps on the Overview button and universal scroll arrows. If the frontmost view was not designated during application development to receive taps on those controls, the taps go to the next lower view that was so designated. For example, a slip or other auxiliary view can simply let its main view respond to the Overview button and the universal scroll arrows.
How Views Work 2-49
Figure 3-0 Table 3-0
CHAPTER 3

Controls 3

Controls are graphic objects that cause instant actions or audible results when the user manipulates them with the pen. Some controls change settings that modify future actions. Other controls allow users to make choices or to assign parameters in a range. Controls display existing choices so that they are visible to users. Because of their appearance and behavior, controls enhance the user’s sense of direct manipulation.
This chapter describes the appearance and behavior of the following basic Newton controls:
Text and picture buttons
Close boxes (regular and large)
Radio buttons
Checkboxes
Sliders
Hot spots
This chapter ends with brief descriptions of standard Newton buttons that appear in the status bars of many applications: the Analog Clock, Info, Recognizer, Keyboard, New, Show, Filing, Action, Item Info, and Rotate buttons.
3-1
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Lists information
Lists types of new
T
Controls

Buttons 3

A button is a small graphic object that performs an action when tapped. The action that the button performs is described by text or a picture on the button, as shown in Figure 3-1.
Figure 3-1 Tapping a button initiates an action
ext buttons
options Lists recognition
options Displays a
keyboard
data items Displays a Filing
slip Lists routing
options

Te xt Buttons 3

A text button is a rounded rectangle containing text that names the button’s function. Figure 3-2 shows some typical text buttons in a slip.
Figure 3-2 A text button’s name states what the button does
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3 le
3 b
Controls

Text Button Sizes 3

A text button should be the same height as the large Close box (described under “Close Boxes” on page 3-14) and wide enough for its name to fit centered on one line in the bold style of the system font. Make the button wide enough to leave as much space at the sides of the text as there is space above the text.
On an Apple MessagePad, make text buttons 13 pixels tall (not counting the 2-pixel black border). Use 9-point text in the bold style of the system font for the button name. Leave three pixels between the button’s bottom border and the baseline of the text, and make the button wide enough to leave three or four pixels between the name and the button’s left and right borders. In a group of buttons, you can make all buttons uniformly narrower if you must, but always leave at least two pixels of white space at the right and left ends of the text. Figure 3-3 shows the preferred spacing between the name and border of a text button on an Apple MessagePad.
Figure 3-3 Leave standard margins between a button’s name and its borders
or 4 pixels at
ft and right
pixels to aseline of text
Buttons 3-3
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If your application has buttons whose names change during the operation of the application, the application must resize the button when its name changes so that the spacing always conforms to the guidelines.

Naming Text Buttons 3

Keep button names short. Never use more than three words for a button name, and try to limit button names to one word. Capitalize button names like book titles. That is, always capitalize the first and last words of the name, and capitalize all other words except articles (a, an, the), coordinating conjunctions (for example, and, or), and prepositions of three or fewer letters. Since button names should seldom be more than two words, almost all words in button names should be capitalized.
Avoid punctuation and symbols in button names. Except for very common symbols such as an ampersand (&), users find symbols ambiguous. Do not use ellipses (…) in the button name even if tapping the button displays another slip. However, a button name should begin with a diamond symbol ( the button pops up a picker. (For complete information on pickers, see Chapter 4, “Pickers”).
) if

Naming Take-Action Buttons 3

A user typically reads the text in a slip until it becomes familiar, and then relies on visual cues, such as button names or positions, to respond. To assist users in quickly spotting which button in the slip initiates an action, name the take-action button with a specific verb such as Print, Fax, or File. These words are self-sufficient, whereas vaguely affirmative names such as OK and Yes require the user to scan other parts of the slip to verify what action the button initiates. Figure 3-4 compares a specific button name to a generic button name in the same context.
3-4 Buttons
Use a specific verb
Avoid a vague affirmative
CHAPTER 3
Controls
Figure 3-4 Name buttons distinctively wherever possible
There are cases where a button named OK or Yes serves best. You may want to name a button with a vague affirmative to encourage the user to look elsewhere in the slip for a complete description of a pending action with far-reaching consequences. Another place to use OK or Yes is in a slip where you simply can’t name the action to be taken with one or two words. If you name buttons with generic words, be sure other text in the slip makes clear what action the button initiates.

Naming Cancel- and Stop-Action Buttons 3

A slip with a button that initiates an action also needs a means of canceling the pending action. On a Newton device you ordinarily use a large Close box (described under “Close Boxes” on page 3-14), not a button named Cancel, to dismiss a slip and take no action. However, you can use a button named Cancel to complement an OK or Yes button. Figure 3-5 shows where to use a Cancel button and where not to use one.
Buttons 3-5
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Controls
Figure 3-5 Where to use a button named Cancel
Don’t use Cancel with a specific actionUse Cancel with OK or Yes
A button named Cancel should close the view it’s in and return the application to the state it was in before the view appeared. Cancel means “Dismiss the operation I started, with no other effects.” A Cancel button should not be the only button that can close a view; in such a view, use a Close box instead.
Rather than Cancel, use a text button named Stop to allow a user to halt an operation that’s underway, especially if this button is next to a large Close box. In that context a Cancel button may look to some users like a duplicate of the Close box. Figure 3-6 illustrates the use of a Stop button.
Figure 3-6 A Stop button lets a user halt an operation
3-6 Buttons
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