A. Appendix: Mapping User Needs, Persona and Patterns

A.1 Objective 1: Help users understand what things are and how to use them

User Stories Patterns Scenarios
Clear Purpose
  • Make the purpose of your page clear
  • Use symbols that help the user

Related Patterns

  • Ensure the hierarchy of the site and menu structure is logical, easy to identify and navigate
  • Use a clear and understandable page structure
  • Ensure the most important things are easy to find
  • Make each step clear
Clear Operation
  • Use a design that the user is likely to recognize and understand
  • Use a consistent visual design
  • Clearly identify controls and their use
  • Make the relationship clear between controls and what they affect

Related Patterns

  • Ensure the most important things are easy to find
  • Clearly state the results and disadvantages of actions, options, and selections
Symbols (pictographic or ideographic that represent concepts)
  • Use symbols that help the user
  • Support a personalized and familiar interface

A.2 Objective 2: Help the user find what they need

User Stories Patterns Scenarios
Findable
  • Make it easy to identify the most important tasks and features of the site
  • Ensure the most important things are easy to find

Related Patterns

  • Provide search
  • Make short critical paths
  • Notify users of fees and charges at the start of a task
  • Provide information so a user can complete and prepare for a task
Searchable
  • Provide search
Clear Navigation
  • Ensure the hierarchy of the site and menu structure is logical, easy to identify and navigate
  • Use a clear and understandable page structure
Media
  • Break media into chunks

A.3 Objective 3: Use clear and understandable content and text

User Stories Patterns Scenarios
Clear Language (Written or Audio)
  • Use clear words
  • Use a simple tense and voice
  • Avoid double negatives or nested clauses
  • Use literal language
  • Keep text succinct
  • Use clear, unambiguous text formatting and punctuation
  • Include symbols and letters necessary to decipher the words
  • Explain Implied Content
  • Provide a Summary of Documents and Media
Visual Presentation
  • Separate each instruction
  • Use white spacing
  • Ensure foreground content is not obscured by background

Related Patterns

  • Use a clear and understandable page structure
  • Use symbols that help the user
  • Keep text succinct
Math Concepts
  • Provide alternatives for numbers

Related Patterns

  • Enable APIs and extensions

A.4 Objective 4: Help Users Avoid Mistakes or Correct Them

User Stories Patterns Scenarios
Assistance and Support
  • Ensure controls and content do not move unexpectedly
  • Design forms to prevent mistakes
  • Use clear visible labels
  • Provide flexible form inputs
  • Avoid data loss and "time outs"
  • Provide feedback
  • Notify users of fees and charges at the start of a task
  • Keep the users' information safe and help users understand known risks
  • Use familiar metrics and units

Related Patterns

  • Let users control when the content changes
  • Provide help for forms and non-standard controls
  • Enable APIs and extensions
Undo
  • Let users go back
  • Make it easy to undo form errors

A.5 Objective 5: Help the user focus and restore context if attention is lost

User Stories Patterns Scenarios
Distractions
  • Limit interruptions
  • Avoid too much content
  • Provide information so a user can complete and prepare for a task
  • Make short critical paths

Related Patterns

  • Clearly state the results and disadvantages of actions, options, and selections
  • Make the purpose of your page clear
  • Make each step clear
  • Use a clear and understandable page structure

A.6 Objective 6: Processes do not rely on memory

User Stories Patterns Scenarios
Previous Steps
  • Do not rely on users memorizing information
Accessible Authentication
  • Provide a login that does not rely on memory or other cognitive skills
  • Allow the user a simple, single step, login
  • Provide a login alternative with less words

Related Patterns

  • Do not rely on users memorizing information
Voice Menus
  • Let users avoid navigating voice menus

Related Patterns

  • Limit interruptions

A.7 Objective 7: Provide help and support

User Stories Patterns Scenarios
Help
  • Provide help and alternative content for complex information and tasks
  • Provide help with directions
  • Provide human help
  • Make it easy to find help and give feedback
Support
  • Provide reminders

Related Patterns

  • Use symbols that help the user
  • Provide feedback
  • Provide help and alternative content for complex information and tasks
  • Enable APIs and extensions
  • Support a personalized and familiar interface
Cognitive Stress
  • Clearly state the results and disadvantages of actions, options, and selections

Related Patterns

  • Notify users of fees and charges at the start of a task
  • Keep users' information safe and help users understand known risks
Task Management
  • Provide help for forms and non-standard controls

Related Patterns

  • Use clear visible labels
  • Provide information so a user can complete and prepare for a task

A.8 Objective 8: Adapt and Personalize

User Stories Patterns Scenarios
Adapt
  • Let users control when the content changes
  • Support simplification
  • Support a personalized and familiar interface

Related Patterns

  • Use symbols that help the user
  • Provide alternatives for numbers
  • Provide help and alternative content for complex information and tasks
  • Enable APIs and extensions
Extensions and APIs Enable APIs and extensions