Tag: kranthi

The Art Of Staying Up To Date // How To Stay Current And Productive


  

An important part of our job is staying up to date. Technologies don’t really change that fast — HTML5 and CSS3 take a long time to be specified and implemented. But the ideas surrounding these technologies and the things we can do with them are constantly evolving, and hundreds of blog posts and articles are published every day. There’s no way you can read all of those but you’ll still have to keep up to date. Here are some tips on doing that while still having some time left to work.

Ideas Surrounding These Technologies and the Things we can do With Them are Constantly Evolving

Filtering

The hardest part of staying up to date is not reading too much. So many articles are published on a daily basis, so you’ll need filters. It’s unfortunately hard to make a living by reading articles all day, so you don’t want to read marginally interesting stuff, and you don’t want to read too much. You only want to read relevant stuff. You could try to automate this filtering, but I found that the best filters are actually people and time.

People

Some people produce lots and lots of ideas. Not all of these ideas are worth your time, but some of them are excellent. If you follow these people directly there’s a lot of noise you have to filter and you need a good sensor to recognize the good stuff. A very easy way to solve this is to not follow them directly but only follow the people surrounding them — they will do the filtering for you. If there’s an excellent idea, they will link to it. So in order to keep your sanity, don’t follow loudmouths (follow their more silent friends).

Don't Follow Loudmouths Directly

This tip works very well for Twitter, but it works for blogs as well. Don’t follow overactive sources, follow the people who follow these sources.

Soulmates

A few years ago I noticed that my RSS feeds started to dry up — especially blogs with opinionated articles. Articles where many people would leave their comments were all of a sudden gone. These discussions had moved to Twitter overnight. That’s the reason why I started tweeting (although I have to admit that I was addicted to it within a week). If you tend to your Twitter stream with care, it can become a very valuable source of good and relevant information. But if you follow the wrong people, or too many people, it will be exactly the opposite. My stream consists of mostly people who generally agree with each other. This means that it usually isn’t filled with tedious discussions about irrelevant details that can easily grow to gargantuan proportions. Now, I don’t say you shouldn’t listen to people you don’t agree with, I just think that Twitter is not the right place to follow these people.

Emotion

Related to this Twitter-management (where I try to avoid heated discussions) is this other excellent filter I use: time. I almost never read articles the moment they are published, I wait a few days, or weeks or even months. If they are still interesting after a period of time, they are worth reading. You’ll see that lots of stuff is outdated even after a few days. Many articles are written in an emotional state, and many responses to these articles are written with even more emotion. These rows can certainly be entertaining, but they are rarely interesting after a week. I use Pinboard to create this buffer of unread articles, but there are many other handy tools available like Instapaper or Pocket (or you could just use your browser’s bookmark functionality).

Being up to date isn’t about knowing the latest trends and keeping track of all the gossip, it’s about knowing the right stuff by reading only the right stuff. But it isn’t just about reading the right stuff, it’s also about remembering it.

Backup Your Knowledge

The good thing about our current era is that we don’t have to learn everything we read by heart: we have computers these days to do the remembering for us. We just have to make sure that our computer can find the stuff we want it to remember. So create a database of the links to interesting articles that you read. I always write a small comment with these links when I save them to Pinboard, this way I can easily find them when I need them. You could buy the archival option from Pinboard, this makes it even easier to find older articles. I also created some IFTTT rules to backup these links to Evernote and Dropbox. I don’t want to depend on one tool, so I spread my knowledge around.

Use Your Knowledge

A very important part of understanding a new technique or design trick is by playing with it. You could of course immediately start using it in a big-production website (or you could also just first try it out). There are many tools out there that make it easy to test some snippets of code, like the amazing Dabblet and the incredible JS Bin. Playing around with code snippets that you find in articles will greatly improve your understanding of how things work.

Tools

There are many tools you can use for gathering and keeping your knowledge (and I already named quite a few). Here are a few more:

Twitter

I use YoruFukurou as my Twitter client. It’s an unobtrusive client with some very handy tools for power-users, like muting certain words. It has some very handy advanced custom filter options as well. Tweetbot is a similar tool which works especially well on iOs devices. I fave every tweet that might have an interesting link (yes, that’s why I fave all of your tweets, but I’m not stalking you). All of these faves are automatically stored as unread items in a Pinboard account.

RSS

I read my feeds using the excellent self-hosted feed reader Fever. It has a feature that detects what articles are hot by checking how many people link to it. It uses the clever principle of Sparks — feeds that link to interesting things, but are not worth following to determine what’s hot. You can save articles for later (and yes, these articles are also saved as unread items in my Pinboard account, as well).

I Use Fever to Read My Feeds

Pinboard

As I mentioned before, by creating some clever filters you can make sure that your list of unread articles is manageable. But reading the articles and actually doing something with that knowledge can be pretty time-consuming. Every now and then I hit one of my two Pinboard bookmarklets that either show me the oldest unread item or a random one. As I said, many articles are outdated after a few days (but still many remain to be read). If an article is small, I read it right away. If it’s very long and very interesting, I either e-mail it to myself or I save it to Instapaper.

I save every article that is worth remembering to a second Pinboard account using Delibar, with a small comment and a few tags attached to it. There are many more ways to better organize these links, but this system works for me (I usually find a link I need within a few seconds).

IFTTT

IFTTT is a very handy tool that connects Web services. I use it to store my bookmarks on as many locations as possible. For instance, every article I save to my second Pinboard account is saved to Evernote and Dropbox. This makes it easy to access all these bookmarks from every device I use with specialized tools like nvAlt.

Talking

This whole article is just about staying up to date by reading articles, but one of the best ways to stay up to date is by talking to people. In real life you can talk to colleagues or attend conferences and workshops, as there are many regular meet-ups of like-minded people all around the world. You can use things like Twitter or IRC to start discussions or ask questions, or post your question on one of the many online fora out there.

Talking About Your Work is a Great Way to Form an Opinion

Other tools

There are many other tools out there that can help you with staying up to date. Many people use Instapaper, Delicious or Pocket to collect links. Others use email to send these links to themselves. Some people use the native bookmarks of their browser and others write their own bookmarking service.

Sources

Professionally I am specialized in HTML and CSS, and I have an interest in Web Design and some other areas. Since I have expert knowledge of CSS, it doesn’t make much sense for me to follow websites that offer CSS tutorials for beginners. So on this particular subject I follow the real experts and even the people who write the specs: my knowledge about CSS has to be more than up to date. Bas Poppink, a colleague of mine, calls this principle following the sources of your sources until you found the headspring. I call it the Poppink-principle. So if you’ve outgrown tutorials, ask the authors of these tutorials what websites and which people they follow.

What sources are right for you depends on a lot of things, like your experience and your fields of interests. Below you’ll find some of my sources. You might find some interesting stuff in there…

My Sources

My main source of information comes from people who tweet something that might interest me. Twitter is also great for discussing articles and opinions, or asking for advice. But there is more…

Feeds

There are some feeds I rely on: the bookmarks saved by Jeremy Keith, Kazuhito Kidachi, Peter van der Zee, and Paul Irish. They usually add a helpful description to their bookmarks. There are a few people who regularly post high quality reading lists: you should definitely follow a few of those too, if not all. The rest of the links are distilled from a somewhat random collection of ancient and newer RSS feeds that definitely need some weeding. Do you really want to know what they are? Here is the OPML file.

But you’ll probably be better served by the excellent collection of Front-End and Web Standards feeds that Paul Irish curates. He also points at these great weekly email newsletters about JavaScript, Web design, CSS and HTML5. Definitely worth a follow if email is more your thing.

Your Own Sources

Whether you want to be the very best in your profession or someone who is good enough, staying up to date is essential for every professional. The exact people and feeds to follow depends on your own interests. Just take your time to find and collect them and be sure to critically look at them every now and then. Also, what tools you choose to use in order to stay up to date is totally up to you, as there are many more ways to stay up to date than I described here. I hope that this article somehow helps you in finding the right sources and in creating your own, better, flow of information.

Image source of picture used on front page.

(jvb)


© Vasilis van Gemert for Smashing Magazine, 2012.


Help Us Help WordPress // Usability Testing In WordPress


  

This is a personal request from your user, a rallying cry from a compatriot. I personally love WordPress. I make my living from it. The average user, though, couldn’t care less about it. They just want to run their business, tell their family history, organize their church, share their photos or live their life online with a minimum of impedance. In its evolution from simple blogging tool to CMS, framework and software ecosystem, WordPress is losing its way. It needs us to help bring it back and cultivate simple genius.

Usability for WordPress by Modern Tribe

My agency married WordPress in 2007. We’d been dating for a number of years but were still seeing others: some serious flirtation with Joomla, a blind date with Drupal, a summer romance with CMSMS, even a steady five-year stint with a custom CMS that we lovingly named Rocinante (after Don Quixote’s loyal steed). We tied the knot with WordPress for one single reason: about six to nine months after most of our projects, we would get the fateful call. “The only person who really understands how to use the website you built just left the company, and we need someone to train us!� It was almost inevitable, except on WordPress. No one ever called for help after a WordPress project except to share their excitement and book the next project. They just figured it out. It was easy and obvious and beautiful. Our clients loved it, and that was something you could grow a business on.

Then, WordPress started to grow up. New features like the menu manager, theme editor and sidebar widgets made WordPress more robust but more complicated. The ecosystem of plugins exploded. WordPress plugins are harder to use than they should be. Ask your users. We did. It was quite illuminating and a hint embarrassing. We decided to act on Tom Ewe’s call to arms and lead by example:

“I find it astonishing that WordPress developers haven’t worked harder to create usability guidelines for plugin development. Even experienced WordPress users are often left guessing as to where they should go to work with a new plugin.

One of the key drivers of WordPress’ success has been plugins, and yet they are not actually that easy to use. They appear as being stapled onto WordPress, as opposed to integrating seamlessly. Surely there should be some common usability rules when it comes to plugin development?”

Tom Ewe

We Lack Conventions, And This Is Why It’s A Problem

Three weeks ago, we brought on Joyce to our customer team at Modern Tribe. She’s smart, she has a real power-user’s/light themer’s grasp of WordPress, and she had never used our free WordPress.org-hosted plugin, The Events Calendar, nor any other of our add-ons. She came back after looking them over and said, “This is far harder to set up than it should be.� I asked her whether she had read the new user primer or the set-up instructions. “No, I didn’t. I bet most of your users don’t either.� I had to admit that Joyce was probably right. Rather than try to list all of the things that she thought might or might not work, she pointed me to Steve Krug’s SxSW talk “Rocket Surgery Made Easy.� I couldn’t turn it off. I’ll boil it down to a few paragraphs for you, but if you develop a plugin or theme or have a product business, this is a must hear.

Krug argues that hiring usability experts is unnecessary (heck, let’s be honest: most of us don’t do it anyway). The real value of a usability test is in getting together (ideally with sushi) and observing the experience, not hearing an expert’s interpretation. Within 15 minutes of watching the first user try to use our plugin, a handful of long-running arguments were resolved and some incredibly simple hurdles were exposed. I’ll walk you through the process that we followed for a remote usability test of The Events Calendar.

Our Remote Usability Test: Step-By-Step

  • Total time invested: 6 hours
  • Set-up: 1 hour
  • Testing: 3.25 hours
  • Notes: 0:45 minutes
  • Team review: 1 hour
  1. Find three participants. We had enough users and visitors that a blog post generated about 15 willing offers. We gave away a free copy of The Events Calendar Pro in exchange for participation. Make sure that the criteria for participation are explicit. Krug insists that you really don’t need more than three users, and that turned out to be spot on. By the third user, we were accurately guessing where they would fail. Schedule the test to last about 30 minutes to an hour, depending on the tasks, and give yourself time in between to clean up your notes and deal with other details.
  2. Think of some process or features you want to explore. We were curious to see how first-time users experience our core Events plugin. With that in mind, we made a series of nine steps that we knew were pretty common for setting up the calendar. Make sure to write them out, and give goal-based instructions, not actual steps. Think, “Create a new event,� rather than “Click the new events menu to make an event.�

    Steps for Testing The Events Calendar 1st Time User Experience
    Here are the steps we chose for our usability test to explore the first-time user’s experience.

  3. Set up a domain with WordPress and your plugin or theme on it. If you are testing a plugin, decide whether the problem or feature set that you defined in step 2 is best served by a fairly vanilla build (for example, 2011 theme + minimal plugins + no content) or by a more real-world build (perhaps use your demo content if you have one or a user’s website backup). Configure the whole website precisely for the first step. Run through it once entirely to make sure you haven’t forgotten anything obvious.
  4. Back up the database of the website so that you can restore between tests.
  5. Grab a copy of Join.me or your favorite screen-sharing or VoIP tool (such as GoToMeeting or Adobe Connect). We found that Skype just wasn’t stable enough to carry us through the screen-sharing portion of our test run. Join.me functioned amazingly well, except for an issue with voice echo caused by laptop sound cards during one test. The fact that it was free was appealing. Make sure that both screen-sharing and voice are available in whatever set-up you choose and can be recorded together. We used ScreenFlow to record the test so that it could be reviewed later.
  6. Do a quick test run with someone on your team (or your mom), and make sure that the kinks are worked out.
  7. Get the whole team ready and present. Do whatever you can to get people to participate. Everyone on our team who participated was blown away by the experience. Buy them fancy snacks or digital beer. Fire up a chat session if your team is remote (one that the test participant is not privy to) so that your team can chat freely. If you are co-located, make sure the team is not in the room where the test is taking place. Twelve people hovering over someone’s shoulder will unnerve even the most confident person.

    Discussing test as it happens with the team
    Discussing the user’s choices and challenges with the developers in real time.

  8. The introduction and set-up are key. Krug has a great script that we just followed. The first key: explain to the participant that the plugin is being tested, not them. There is no wrong or stupid choice. If something is hard or confusing, it’s our fault and we apologize. Secondly, encourage the participant to speak out loud and share their thoughts; i.e. provide a guided monologue. Give them a copy of the steps (paste them into the chat session or email them beforehand), and read them through together once.
  9. Read a step. Watch. Shut up (bite tongue). The goal is to watch them as if you weren’t there, so don’t help them. This can get crazy awkward, but observing the various choices they make in trying to accomplish a goal becomes very informative. Consistently ask questions to get them to speak out loud, such as “What are you thinking?� and “What did you expect?�

    Watching user 2 during the usability test.
    Observing user 2 figure out where to add events to her menu. (Large version)

  10. Have the moderator and the people observing take notes on what they see, and discuss together.
  11. Once all of the steps were completed, we asked a bunch of probing questions. We were surprised by how much two users employed the admin bar, so we asked more about that. We were curious why no one clicked the tutorials, despite having the answer in the title. And on and on.

    Changed tutorials from a blog loop to an organized page.
    Usability has to do with more than what’s in a plugin’s admin settings. We probed why none of the users took advantage of the tutorials. It turned out that a blog loop has no useful organization, so we made a quick page to group the posts by topic. (Large version)

  12. Time to pay the participant in money, karma or free goods and get ready for the next test. Reset the website’s database.
  13. Take some time to condense your notes. Ask everyone who observed to pick the three most important things that can quickly be fixed based on the test. The goal is not to do a redesign; we are looking for quick course corrections. Then we test again in a new cycle.

    Notes from test of user 1.
    Notes were broken down into observations, user recommendation and bugs. (Large version)

Findings From Our Tests

A number of our major debates were instantly answered. For example, we had had a prolonged disagreement about the placement of the menu item for the plugin’s settings. The majority of the development team felt that it belonged in WordPress’ main “Settings� tab because that is a de facto standard. A minority of developers and all of the community team thought that putting it in the submenu for the Events custom post type would be more intuitive.

Both sides had great arguments. For the test, we put it in the WordPress settings, and then we watched three users in a row fail to find it there in a reasonable timeframe. One found it from the top admin toolbar (we put it there, too), one eventually looked in WordPress’ “Settings,� and one gave up despite looking right at it three times. Standards are great, but we all had to admit that functionality has to supersede a poor standard. We explored putting it in both places, but ultimately we decided to move it to the Events menu for now due to technical limitations.

Moved settings to events cpt menu from general WordPress settings menu.
We moved the “Settings� menu item from WordPress’ general “Settings� menu to the menu for the Events custom post type, which is where our users expect to find it, despite WordPress’ standards.

We also saw how hard a time users had finding the events calendar on the front end of the website, despite it being in five locations. By seeing where people looked for it, we came up with a game plan that took five minutes to implement, and we hope it will make it a whole lot more intuitive.

Added view calendar links throughout the plugin.
We added “View calendar� links to the admin bar at the top of the “Events� menu and in the settings.

The usability test was so valuable that Paul, one of the developers, asked if we could do it every month. Usability testing has, without a doubt, provided the best feedback we have ever gotten on our product, it cost very little, and it has now been added to the monthly production schedule. We will be testing these updates next week to see if they truly did improve the experience.

I’m continually amazed by a community’s ability to reach the same conclusion at the same time. Last week, Dave Martin posted for the first time to the core UX team’s blog:

I’m just getting my feet wet, and quite honestly haven’t a clue where to get started, so I thought I’d set up a quick user test (I’m a big fan of user testing). I set up a temporary WP install, and ran a user from usertesting.com through a couple scenarios.

Check out the video. It almost hurts to watch her struggle. I can’t tell you how grateful I am to see the core team paying attention as well and engaging quickly. It is a great start.

Call For WordPress Human Interface Guidelines

The average website has over five plugins installed (according to PressTrends) and often a theme options panel. For a great experience to continue throughout the website as people actually experience it, we need to establish strong standards for the rest of the community to follow.

I am calling all WordPress plugin developers and themers. You don’t need to guess what your users might want or how they will experience your product. Just watch them. We know it: if we focus on usability, stability and then value, we can make products that users will line up for.

To the core WordPress team and the community at large: Let’s get together and create WordPress human interface guidelines for those who contribute by providing plugins and themes for the world to use. Apple gave us a rock and upon it built a foundation that few can deny. Google finally got around to it with Ice Cream Sandwich, and I expect to see drastic improvement in the wild west that is the Android application landscape. Help us help WordPress.

In the words of Matt Mullenweg when he saw Dave’s first post:

Thank you very much for this, I think more frequent and more transparent testing will allow us to make much better informed product and UX decisions. If we do this right we should see the videos get better and better (shorter and less confusion) from release to release.

Code is poetry. So should be your user’s experience.

(al)


© Shane Pearlman for Smashing Magazine, 2012.


Content: A Blessing, A Bubble, A Burden // Content Strategy


  

Everyone is talking about content. Googling the phrase “content strategyâ€� retrieves almost 50 million results — a clear indicator that interest in content is very much in the zeitgeist. By the time you read this, I expect that number will have grown even higher.

But I also suspect that the substance of the talk would be quite different if content were truly respected. I believe this because the way we talk about content is beginning to sound a lot like the way we talk about money.

The Content Bubble

The trouble with this is that we don’t really get money, either. Few are foolish enough to say it aloud, but the actions of many betray a single fallacy that remains the pernicious root of recurring fiscal irresponsibility: that with enough money, any problem can be solved. Removed from crisis, we know this to be untrue. We’ve seen it. We’ve lived through it. Yet, we continue to obsess over how much we have and how much more we think we need.

Money, however, is not simply a quantitative measure of units — a figure that can be repeatedly plugged into an equation until it produces something positive. Money is a representation of value. It is a symbol — not a quantitative measure, but a qualitative one. Indeed, the concept of value is a chimera; it evades objective meaning just as readily from one person to another as it does for the same person from one context to another.

Consider movie tickets: Breaking down a $10 ticket to its cost per minute — roughly 11 cents for a two-hour picture — gets you no closer to a true valuation of the movie than assuming its initial production costs are a relevant indicator. After all, could anyone seriously argue that its $200 million price tag made the phenomenally bad film 2012 better than The King’s Speech, an Academy Award-winning independent production that cost only $15 million? Neither a movie’s length nor its cost can predict value, at least as far as the consumer is concerned. But after the last frame fades from view, ask any moviegoer about value and you’ll certainly get strong responses. Duration alone doesn’t satisfy. Quality will be the subjective basis on which people decide whether seeing a film is worth $10. That much is plain to viewers, yet elusive to creators who have other pressures in formulating their expectations of success.

As this simple example shows, when it comes to money, we could certainly stand to distance ourselves from a units-based perspective and consider the story that a qualitative perspective tells. One day, I imagine, it will be clear that our insistence on focusing only on the quantitative was at least in part responsible for the mess we ended up in back in 2008. We may wish for a formula to solve our financial woes, but we know that they are rooted in our system of value, not in our system of measure.

Sadly, the same thing is happening in marketing. Whereas a disconnect between money and value has created disastrous fiscal bubbles, a disconnect between content and value is inflating a bubble of its own. Content — today’s currency of attention — has taken the place of money as a panacea. To be sure, vanity is also a factor here. The visibility that an individual or group can have today as a result of content is unprecedented, motivating production when silence might be wiser. But I am more interested here in exploring the inflation of content’s business value than the inflation of egos. After the last recession, we learned enough about bubbles to be able to watch this one inflate from the inside.

As I write this, I’m overwhelmed by content — everything from blogs to books — by marketers, social scientists and others, who are studying in detail the expanding content bubble from their unique points of view, fascinated by the transformative force of creativity on society, especially of course on marketing, but perhaps discounting the fact that they write from within it. Yet writing about the content bubble from within the content bubble is not producing the criticism it should. The complexity of content surely merits study, but my simple understanding of what is happening is this: Because we can create content, we do.

In the first chapter of my new book, The Strategic Web Designer, I set the stage by asking the question, “What is the Web?� and taking the “scenic route� to the answer, however subjective it may be. But I suppose a more accessible definition could be that the Web simply is content. In an article written for SEED magazine about our struggle to manage the information we’ve produced (among other things), Iris Vargas accounts for the almost incomprehensibly large corpus of digital content in the world:

“As of January 2010, the total amount of digital content that humans had collectively produced was estimated at 1 zettabyte. To put this into perspective, the letter “zâ€� in a standard Word document amounts to roughly 1 byte. A typed page comes to about 2,000 bytes. A high-resolution photograph? 2 million bytes, or megabytes. Add six more zeros and you get two terabytes — the equivalent of all the information contained in the U.S. academic research library. Another six zeros (we’re now at 18) brings us to the exabyte. Five exabytes, according to some scholars, could store all the words ever spoken by human beings. One thousand exabytes equals one zettabyte, the total amount of digital content in the world as of this time last year.”

One zettabyte sure does sound impressive, but its meaning is still elusive. We easily understand megabytes and gigabytes — even terabytes — and we can visualize the space they require by thinking of the portable hard drives we carry around. But envisioning a zettabyte? I’m not sure I can do that in the same way. That’s where Eli Pariser comes in. In his fascinating book The Filter Bubble, he offers a bit more detail on the specific kinds of content that account for these numbers:

“We are overwhelmed by a torrent of information: 900,000 blog posts, 50 million tweets, more than 60 million Facebook status updates, and 210 billion e-mails are sent off into the electronic ether every day. Eric Schmidt likes to point out that if you recorded all human communication from the dawn of time to 2003, it’d take up about 5 billion gigabytes of storage space. Now we’re creating that much data every two days.”

Accounting for the kinds of content that make up this massively growing corpus is helpful — I know what a typical blog post looks like. Granted, much of the content that Vargas and Pariser mention (such as status updates, emails and the like) is not typically what we’d consider Web content, but enough of it is to infer a sobering point: The Web does not need any more content.

And yet, content is the point of every website. For those who design things for the Web, this provides a bit of a paradox, doesn’t it? Amidst a glut of content, one is left to question: What is it all for?

The True Cost(s) Of Content

Our collective prolificacy makes at least one thing quite clear: We value content. Or, at least we think we do. Gaining insight into value, its subjectivity notwithstanding, has always been the pursuit of advertising. And today, the assumption of the value of content — undifferentiated as it is — has been enough to create a new “currencyâ€� in marketing (or, to employ a historical metaphor more fitting of the frenzy let loose by Web 2.0, a new Gold Rush). In scrambling to get a piece of the action, we build our marketing strategies upon the same logic of “moreâ€� that failed to keep financial collapse at bay: If we create enough content, people will pay attention to us and line up, ready to buy.

But content isn’t free; even lousy content costs something. And if a balance sheet doesn’t include a budget line for content creation, then it’s not detailed enough. Someone is paying for it, in time.

In this regard, content marketing has taken many of its cues from the wrong source: print publishing. The publishing industry — magazines, especially — has been propped up by advertising, which is problematic on two levels. The first is that advertising-subsidized publishing avoids the reality of the true cost of content. Before it even reaches the reader, content gets distorted in value. Without some advertising, readers would have to pay the full cost — something that publishers at some point believed would be impossible, thus creating a self-fulfilling prophecy. This leads to the second problem: that a system that has always depended on subsidies will tend to carve the path of least resistance. Rather than slowly wean off advertising and increase the cost to the reader, it will depend more heavily on advertising and reduce the cost to the reader.

That is, until the ratio reaches an imbalance and readers begin to question why they are paying to see ads. This is a simple law of… well, economics. Before the bubble pops, readers will accept that advertisers have subtle, unspoken editorial control. But as soon as the tipping point is reached, where advertising volume supersedes everything else, readership will begin to drop for one simple reason: readers’ sense of value has been violated.

In 2008, when the overall market experienced a significant decline, magazine advertising dropped by almost 12%. That may not sound like much, but when you consider that only 42 magazines saw an increase in advertising of any kind that year, the dramatic reality of the situation becomes clearer. In fact, Folio Magazine pointed out that it was the “biggest dropoff since 2000, the earliest year comparative PIB numbers are available.�

I personally remember receiving a much slighter than usual issue of Advertising Age in 2009 and chuckling at a sticker placed over the masthead that read, “Marketing in a Recession: It might be only 28 pages, but it’s jam-packed with good advice.� Though I was aware that the previous issues’ bulk was inflated by ads, not by more content, picking up the newly lean and austere 25-page issue certainly made me question my subscription. Advertising, it seems, not only has played an integral role in the economics of publishing, but has also created an illusion of health. I had to see AdAge reduced to almost nothing in order to realize that, for me, the value hadn’t been there for quite some time.

Unfortunately, the imbalance between advertising and content intrinsic to the print publishing industry has not substantially changed in its online form. In fact, it’s gotten worse. Just about every mass media website has an immediately obvious imbalance of ads and content. Take a moment to open an article from your favorite website — you know, The Huffington Post, I Can Has Cheezburger, Perez Hilton or Engadget (which, for better or for worse, are the most popular destinations on the Web today) — and notice how the page is filled mostly with peripheral stuff that has very little to do with the article on the page.

All you have to do is glance at these tiny screenshots to see the obvious imbalance:

“Stuff,â€� by the way, isn’t meant to be casual; it should be the new standard term for content that is carelessly stuffed into every last pixel available to it. After all, when I use the word “content,â€� advertisements, social media widgets and lures to even more (supposedly related) content aren’t what I have in mind at all. Nonetheless, by force of volume, stuff is evidently what the publishers value more than content. Surveying pages like these, you certainly shouldn’t conclude that enabling users to read is high up on the priority list for online publishers, either. Nor are many other things that readers — or designers, for that matter — hold sacred.

If publishers don’t care whether their websites’ content is read, what do they care about? It’s simple: they care about clicks, because clicks validate advertising. Mass media publishers know that their websites receive such a high volume of traffic that crowding their pages with as many opportunities for users to click makes statistical sense. When hundreds of thousands of users access a Web page on a daily basis, it’s highly probable that a significant number of them will click a link (any link will do) that either prolongs their visit or sends them elsewhere via a paid advertisement.

Both scenarios are valuable to the publisher. A click on an ad… well, that’s just easy money; a click to another page on the website just increases the chance that the visitor will eventually click on an ad. At this level, it simply doesn’t matter whether the visitor’s experience with the content is satisfying. For publishers, it is about volume — that’s all. The more visitors their websites get, the more money they will make. This is shock and awe; the special ops happen behind the scenes, and there’s no hero stuff going on. It’s number crunching and content farming all the way up.

It might sound cynical, but quality couldn’t factor any less than it does in the content strategy of most mass media. This isn’t just true on the Web. The statistical value of volume is at the heart of cable television programming, as well. Cable news, especially, employs the same shotgun tactics of the website publishers I’ve been describing, except that instead of measuring the value of viewer attention by page views and clicks, they measure it by the amount of time viewers remain dialed in to their broadcast.

By creating the illusion that important news is happening all the time — so much so that a perpetual feed of news runs at the bottom of most programs, while the rest of the screen is divided Brady Bunch-style into smaller boxes of talking heads, social media commentary and, of course, sponsored messages — cable news captures us in a steady yet unsatisfying trance and leads us on with repeated promises that the really important stuff is “coming up, just after this.â€�


Image source.

Television has the added advantage of being able to speak, literally, to both viewers and listeners, simultaneously weaving complex and unrelated audio and visual messages in and out of its programming, while our brains filter through only the information that is relevant to us. Unfortunately for readers’ attention, that just doesn’t work well on the Web.

Yet, the advertising-subsidized publishing model carried over from print to Web has worked as well as those who profit from it require. In fact, it has worked so well that advertising-subsidized content has reached an inflection point at which the more apt phrase is content-subsidized advertising. But the term you’re likely more familiar with is one I used earlier: “content farming,â€� the process of creating content with such great prolificacy — if not promiscuity — that it becomes purely a platform for advertising.

Put simply, a content farm is distinguished by its prioritization of advertising opportunity over quality of content — a disingenuousness made clear to any user who arrives at one from a search, only to find its articles too brief, too promotional or just too stupid to be useful. Just as there is no such thing as unlawful stupidity, there are, of course, no regulations against stupidity online. Adam Gopnik, commenting in the New Yorker on the “cognitive exasperationâ€� of the online experience, puts it in terms I immediately connected with:

“Our trouble is not the over-all absence of smartness but the intractable power of pure stupidity, and no machine, or mind, seems extended enough to cure that.”

Nevertheless, Google will try — the irony of its effort notwithstanding. Though the minds at Google have taken a clear stand against content farming — and, implicitly, for the machine arbitration of quality — by updating its algorithm to pinpoint its harvest, content farming is actually a logical extrusion of what Google created in the first place.

This entire system — the complex interweaving of consumer demand for content and various industries’ demands for consumer attention — as far as it exists online, has been perpetuated by search engines. Because search engines are best suited to index words, written content has become the focus of marketing.

You’ve no doubt heard the very popular marketing motto that epitomizes this: “Content is king.� I, for one, couldn’t think of a worse catchphrase. Forgiving the sense of entitlement engendered by the word “king,� shouldn’t a phrase like this be aspirational instead, linking content and value in a way that causes us to reach for something bigger than ourselves, better and more true, rather than complacently accepting a slave economy in which we almost certainly exist at the bottom?

While nothing is inherently wrong with profitably matching user interest to content — specifically, in the various ways in which Google does so — the absence of value as an essential and reliable factor in the equation, as well as the fact that the structure of this economy is strongest when content is text, makes for the instability we are experiencing. Indeed, it has led me to question numerous times, for myself and my clients, whether written content truly is the best way to represent expertise.

Working Content

There are, in fact, plenty of instances in which the written content model is undeniably inadequate. With a few exceptions, most consumer products are not easily marketed with much text. Typically, consumers prefer to let products “speak for themselvesâ€� both in usage and in researching their performance in reviews — which, of course, are found in abundant supply on the Web — rather than defer to what the maker has to say about their wares. In most cases, our aversion to being sold to is so strong that we struggle to believe the seller even when we believe in the value of their product!

For instance, do the Marriott and Skittles really need blogs?


Image source.

Those in the health-care industry might also perceive reasons to take up content strategies of their own, but often locality and emergency are the primary factors in a consumer’s choice of care providers, rather than researched, advance consideration. Similarly, utility-type services — plumbers, electricians, mechanics and cleaners — are more likely to be selected on the basis of what is nearby, immediately available and affordable, rather than any pitch that a blog or newsletter may provide. That isn’t to say that some form of content shouldn’t occupy a piece of the overall marketing strategy; there may be opportunities to use audio, video and social media that could be quite effective, while not being the lead marketing initiative.

On the other hand, there are instances in which written content marketing works quite well. At the products end of the business spectrum, those manufactured for businesses (rather than consumers), are typically heavily researched by buyers — who make active use of search engines to do so — before being purchased. Case studies, white papers, blog posts and other articles can satisfy the researcher’s need for sharable, decision-reinforcing information, especially if they are enabling a buying decision that will ultimately be made by someone else. The same dynamic exists within any “knowledge industryâ€� service. For professionals in design, advertising, marketing, public relations, law or finance, the essential intangibility of their expertise must be carefully described in depth in diverse ways to qualify the specific nature of what they do and for whom they are best suited to do it.

I list these considerations in order to point out that our role as strategic advisors to our clients is not to promulgate the latest marketing practices but to diagnose their needs and prescribe the best solution. Content marketing, though essential to the success of some enterprises, is not the best fit for others. Naturally, our own fraught experience in employing content marketing for ourselves may be instructive of that point as well.

To many designers, marketers and other advertising professionals, content marketing presents many challenges, the most dire of which is so rarely discussed that most don’t realize it exists until they’ve struggled (if not failed) to create content for so long that they’re ready to give up for good. The problem is that, when all is said and done — when we’ve accepted that writing content and optimizing it for search engines is critical to expressing expertise on the Web in a way that increases qualified, likely-to-convert traffic to your website — many of us never wanted to be writers in the first place!

Not every expert wants to write. Yet somehow, we’ve found ourselves facing the prospect of spending more and more of our time creating content that describes what we do than doing that actual thing we do best, whether it be design or something else. It is this conflict, in concert with other factors — those I’ve explored so far in this essay having to do with the glut and occasional misappropriation of content, as well as the limited mental bandwidth we each have to filter useful signal from the noise — that often predetermines the parabolic trajectory of many a content marketing plan. What begins with a burst of enthusiasm and creativity rises to an early peak, only to plummet just as fast as it began in rapid stages, from exhaustion to frustration, hopelessness, then bitterness. In the end, in the dysphoric coda, one questions everything: “I’m a designer. Why am I doing this?â€�

If you have asked that question, whether in a similar struggle or something a bit less dramatic, you are not alone. While some have discovered an affinity for writing and gladly added it to their repertoire, many once-confident designers contend greatly with it, the strain coloring the rest of their professional practice and giving them a feeling of inadequacy that only builds with the decline of their energy.

The rise and fall of the content marketer will almost certainly lead to a redefinition of the role of content within marketing, as well as a redistribution of labor that more closely corresponds to the reality that not everyone is a writer, just as not everyone is a designer. Search engines, which provided the inception of this new writing industry, will also likely provide a needed transition to something more sustainable. As the technology of today is optimized to interpret meaning and expertise from indexable text, the technology of tomorrow will be capable of doing the same thing with content in less tangible forms. Authority algorithms will process sound, video, social media and any other data relevant to discerning expertise — such as tenure, revenue, growth, recommendations, professional certifications — in addition to text, reducing the inordinate pressure on individuals today to make what was once a peripheral discipline in their profession a central one.

Practical Content

In the meantime, creating content remains a challenge we must address practically. If you don’t want to do something, you’re likely to either struggle doing it at all or struggle doing it consistently and effectively. As I have already discussed, not everyone has the desire to create marketing material, which presents a dilemma to content marketers working today: Those who should do it are often least likely to do it well.

A solution to this predicament is unlikely to present itself spontaneously, nor is any content strategy alone airtight enough to keep creators from struggling. The key is to understand the different roles necessary to fulfill a content strategy in a sustainable way. In her excellent book The Elements of Content Strategy, Erin Kissane stresses the importance of discerning between those who conceive the strategy and those who create the content as a means of preserving quality and output over time:

In its purest form, content strategy does not produce content. It produces plans, guidelines, schedules, and goals for content, but not the substance itself, except inasmuch as examples are required to illustrate strategic recommendations. But if you have the ability to create good content, you’ll have a real advantage over content strategists who do not.

This is a significant distinguishing factor that is often overlooked. In fact, while many of the firms I have consulted have enthusiastically adapted the content-marketing approach to their website and quickly conceived of a feasible content strategy, just as many have failed to consistently implement it. This is largely due to a lack of leadership.

A successful content strategy relies less upon the content itself — although that element certainly is essential — than upon a person who is able to inspire those who create the content, coalescing their unique voices around a consistent point of view, even as the stream of conversation around them ebbs and flows. Depending on the size of the team, this person may or may not create content themselves; a truly hard line between roles might not be necessary unless the content output is great enough to warrant one. In my firm, for example, I perform this role, among others, while also producing plenty of content of my own. The more important facet of this role is the authority and responsibility that accompanies it. This person, regardless of the title they carry, must view the direction of the firm’s content marketing as being a major part of their job description. While I came down hard on the print publishing industry for the ways in which its economic foundation devalues content, its editors in chief — whose production, if any, is secondary to their leadership — provide the best example of how this role should function.

For those who create content, of course, the content itself is a priority. But no single piece of content, no matter how excellent, will be as successful as a steady, long-term flow of quality content. This is why the success of any content marketing strategy is achieved by committed leadership.

While the leader’s job is first and foremost to ensure that the content’s point of view remains consistent with the firm’s purpose and that quality is preserved, various management techniques will also be critical to sustaining the production of fresh material. The ways of dealing with the complexity of content marketing will vary greatly according to the size of the organization, but two particular techniques are essential to teams of all sizes: establishing a workflow (the process by which content is conceived, executed, evaluated, approved and delivered) and establishing an editorial calendar (which identifies topics, content types, authors and deadlines in advance). The various points of the workflow process, especially those that place quality control barriers between the content creators and the websites on which their content will eventually be found, are those that require the team to be comprised of a diversity of roles. Kristina Halvorson’s book Content Strategy for the Web is a comprehensive enough treatment of the topic to serve as a primary handbook for anyone involved in content marketing, whether leading, managing or producing.

Though strengthened by proactive, intentional leadership and management, your content marketing strategy will still be vulnerable to something that is mysterious enough to slip through the cracks of any well-conceived machine: the creative process of producing the content itself. Writing, especially, is difficult to do well and often. As discussed earlier, it requires a level of focus and investment that sometimes comes into direct conflict with the job you’d rather do, whether that is design or something else. One solution may be to employ dedicated writers, but few marketing teams have that luxury. The reality is that, for now, many designers will have to write and create other forms of content in order to sustain their livelihoods. It is not within the scope of this piece to offer advice on how to write well — there are many fine resources on that topic — but I can share some insight by invoking what I call the nonwritten disciplines of writing.

There are four nonwritten disciplines that make for successful professional writing: reading, planning, research and editing. None can be left out; each is just as important as the other. But if I had to prioritize one, it would be reading.

Reading is a discipline that many books on writing strangely leave out. (The other three — planning, research and editing — are all essential pieces of the content workflow that are covered in great detail by some of the books mentioned in this essay, including my own.) Yet, there is no writing without reading. Perhaps better said, there is no good writing without reading. If you want to write, or need to write — the two need not be in agreement — then you must make reading a part of your life. (If you are thinking to yourself, “I don’t like to read,â€� then I promise you right now that’s not true; you just have yet to find what you like.)

Any aspiring writer, whatever their purpose, must actively seek out content, in any form, that covers the topics they’re interested in, even if they do not need to cover those topics in their writing. Reading is about exposing yourself to the ideas of others in order to enrich your own thinking — which need not be truly novel to merit writing about. There is an art to revealing ideas through the written word, one that good writers practice primarily with restraint, reserving the majority of their knowledge as an unwritten foundation for what they actually put to words — the tip of the iceberg. Because reading will supply much of the knowledge that makes up the background of your writing, it is indispensable.

It’s Content All the Way Down

I began this essay by looking at the staggering volume of content available on the Web and by challenging our sense of its value and purpose. When content is seen purely as a means to an end, as a unit as divorced from value as our monetary currency so often is, it will tend toward an articulation that is so cheap as to have no hope of achieving even its ill-conceived goals. On the other hand, when content is not focused enough on a concrete goal — even one that is not particularly motivating to a writer, such as advertising — it can just as easily head in the opposite direction, self-indulgently alienated from its purpose and with no future other than online obscurity. It’s not that no one reads purposeless content (very few do, though), but that no one takes action after reading it. Eliciting action, whether it be buying a product, service or even just an idea, is a worthy purpose for any piece of content — and one that should shape how it is conceived, produced and promoted.

Promotion, of course, presents plenty of difficulties of its own, far too many to cover adequately here. This entire essay, from the admonition to restore content to its own gold standard to the process by which the purpose of content should align with the purpose of the business, could be reframed to address the content that we create to promote our content. Indeed, our email blasts, comments on forums, message boards and other blogs, as well as our social media engagement, is all, in the end, content. Yet, it has a slightly different purpose. All of these kinds of promotion, insofar as they are done to increase awareness of your content, share that goal of eliciting action. But in this case, the action is not “buyingâ€� anything but simply agreeing to offer attention to what you have to say. The job of promotion should be to enable your content to do its job. When the relationship between content and promotional content is reversed — when it’s all promotion — ugly things happen. It certainly doesn’t take much time for an intelligent person to see when the emperor has no clothes, or for that person to spread the word far and wide. In that regard, it bears consideration that what we say to get attention is very different from what we say once we have it.

This essay is an excerpt of The Strategic Web Designer: How to Confidently Navigate the Web Design Process, by Christopher Butler (HOW Books, 2012).

(al) (il)


© Christopher Butler for Smashing Magazine, 2012.


Legitima Typeface: An Experience Of Fossils And Revivals // A Practical Case-Study


  

Just as living species depend on mutation and adaptation to survive, typefaces too depend on their features to optimize the performance of text in a given environment. This principle seems to determine, in a way, the degree of failure or success that printing types (old and new) have in the physical world.

Typeface revivals (i.e. old typefaces beautiful enough to see a second digital life) are a virtually never-ending source of inspiration, as well as a good opportunity for graphic designers to learn some history. After taking part in the practice, I can say without doubt that the similarities between this process and the work of palaeontologists when reconstructing the appearance of dinosaurs and other extinct animals from fossils are striking.

This article covers the process of reviving a typeface almost lost in time, which, in its digital incarnation, I’ve named Legitima. The results shown here are the product of an exercise to learn a little history and some of the basics of typeface design, which I undertook in the Type and Media postgraduate course given at the Royal Academy of Art in The Hague (KABK).

La Cicceide Legitima, spread from the prologue.
La Cicceide Legitima, spread from the prologue.

Introduction

I was nearly 12 years old when my parents took me to see The Land Before Time, a Disney animated movie relating the adventures of Littlefoot and his fellow dinosaur friends sometime during the Jurassic or Cretaceous period. I have been interested in everything concerning evolution and dinosaurs ever since, so much so that I even considered a career in paleontology when I was younger.

Later, when I got involved in typeface design, I realized that the process of reviving a typeface is comparable to the reconstructions done by paleontologists when they imagine how creatures long extinct might have looked. Even more fascinating is that both processes usually start with isolated findings and incomplete evidence, but imagination and informed speculation come to the rescue and help to fill in the missing pieces. If we look closely at the history of paleontology, we can see how both time and imagination have played a major role in the development of the science, for only these two components can enable us to go back in time to see these awe-inspiring creatures.

Both paleontology and typeface design seemed to be completely unrelated to me until they mixed in late 2008, when I had the experience of reviving a typeface used in a book printed long ago. What follows is the history of that, with my findings from the process of digitization and the result of the revived typeface.

Background

The Book

It is widely known that the remains of creatures that lived millions of years ago have been preserved thanks to the process of fossilization. As infrequently as a well-preserved fossil is found, so too is a well-printed and well-preserved 17th-century book discovered. This is the case of the source of my revival: a carefully composed but poorly printed copy of La Cicceide Legitima by Giovanni Francesco Lazzareli (third edition), a book of poems recounting the deeds of a man nicknamed Ciccio in Italy in the late-17th century. The book appears to have been printed in Venice in 1694 in a printshop named Herz.

Spread of La Cicceide Legitima showing the extent of deterioration in the book.
Spread of La Cicceide Legitima showing the extent of deterioration of the book.

I came across this book in a second-hand bookstore in my hometown, Bogotá, Colombia, in 2003. I found the idea of reviving a very old typeface very attractive, but I didn’t realize how hard it would be, working with a sample in this condition. However, the thought of the freedom of interpretation this would give me helped me decide to use this book, dismissing two other better printed but less interesting candidates.

The book, a volume of 228 pages and nine signatures and measuring 9.8 × 16.5 centimeters, is printed on what appears to be highly absorbent, ordinary handmade paper. Three type sizes were used to set the text, and the one in small pica (about 10 points in size) features both roman and italic style. All of the pages appear to have been carelessly printed, the evidence of which includes excessive pressure, worn-out types (printing offices at the time would use a set of matrices for decades or even centuries) and unjustified or moved characters.

Historical Context

The history of a typeface is incomplete without some consideration of the context in which it was used. The one we’re interested in was produced in the early Baroque period (17th century), concurrent with a significant decline in the quality of books and typefaces produced in Italy. But it was also a period of great achievements in typography in other nations such as France and the Low Countries.

Europe in the 17th century falls in what we now call the Early Modern period, characterized by the Baroque cultural movement, the French Grand Siècle dominated by Louis XIV, and the beginning of modern science and philosophy, including the contributions of Galileo Galilei, René Descartes, Blaise Pascal, Isaac Newton. Europe was also torn apart by warfare throughout the century as a result of the Thirty Years’ War, the Great Turkish War, the end of the Dutch Revolt against Spain and the English Civil War, among others, while Europe’s colonization secured the Americas as a major economic resource of the new empires.

An intricate ornamental pattern found in the book, reminiscent of works from the Baroque period.
An intricate ornamental pattern found in the book, reminiscent of works from the Baroque period.

The Typeface

Precisely identifying our typeface was especially difficult, due in part to the ubiquity of some printing types at that time, as pointed out by M. Carter, 1961:

“Community of typefaces becomes particularly evident in Germany soon after 1500, and those faces that were common in Germany are found also in Italy, the Low Countries, England, Scotland and even, during the first thirty years of the century, in France, a country that has rarely imported type or matrices. Mr. A. F. Johnson has done some hard work on the German types of 1500 to 1540, and has left it on his record that as many as ten or twenty presses had founts made of the same set of punches during those years.”

On the other hand, some features of our typeface, such as the low contrast and the notably tilted stressing, correspond to an early (but not Venetian) roman type, of the kind known as “old style.â€� A few other features (such as the pointed shape of the right stroke of the roman “gâ€� and the unusual treatment of the same letter in the italics) make the typeface hard to identify with more accuracy; although certain treatments — such as the horizontal crossbar of the “eâ€� and the more dissimulated pen strokes — point to a French or Dutch roman, close to the typefaces cut by Garamond and Van den Keere. Another reason why the typefaces used in the book could be French is because Italian printers began buying matrices from France in the middle of the 16th century. Additionally, Garamond’s romans, like a handful of its predecessors, served dozens of printers in several countries.

Sample of three roman types with similar characteristics: Minion (blue), Garamond Pro (green) and Arno Pro (red). The overall proportions, stress axis and serif shapes, all features of garalde roman types, were borrowed for the revival.
A sample of three roman types with similar characteristics: Minion (blue), Garamond Pro (green) and Arno Pro (red). The overall proportions, stress axis and serif shapes, all features of garalde roman types, were borrowed for the revival.

If pressed to pinpoint this typeface, I would say it is a small pica roman old-style type, probably French, cut in the 16th or early-17th century, featuring medium extenders, medium contrast between thicks and thins and a good optical weight for long text settings.

The Process

Working From the Inside Out

Due to the low quality of my samples, I started with great uncertainties about the actual shape of each letter. All I had were tiny models blurred by the excessive pressure during printing, so I decided to select the best of every uppercase and lowercase letter, as well as every number, in order to make reasonable decisions.

I straightened and superimposed every sample as a separate layer in an image file so that the common areas tended to be darker than the eccentric forms produced by the spread of ink on the paper. I called the resulting shape the “maximum�: an area of ink potentially spread in all directions that would contain the DNA of the typeface.

Scans of several samples of the same letter were put on layers in order to find the maximum ink spread.
Scans of several samples of the same letter were put on layers in order to find the maximum ink spread.

I looked for the “skeleton� of each letter (theoretically located in the middle of each stroke) in order to start drawing from the inside to the border of the ink spread (outwards). This skeleton would become one of my very few certainties during the entire process of revival.

The skeleton of the typeface emerged from the blurry letterforms. Like a digital paleontologist, all I would have to do afterwards was add the flesh and skin.
The skeleton of the typeface emerged from the blurry letterforms. Like a digital paleontologist, all I would have to do afterwards was add the flesh and skin.

Optical Size and Weight

Upon finding the skeleton of each letter, I felt more confident to start drawing. The next logical step was to decide the visual weight of the original typeface — or at least of the one I wanted to create. This was done rather arbitrarily, just making sure to keep the width of the vertical stems of the lowercase inside the “maximumâ€�, thus making the visual weight optimal for reading at 10 points in size. I decided to start with one fifth of the x-height, because I learned this has been one of the most established practices of typeface design in the last few centuries.

These would turn into the muscles and tendons of the new type.

Up to this point, no details at all were present. Perhaps the only additional decision I made was the result of thinking about what sorts of shapes could have been derived from the carving of a piece of metal just a few millimeters high with burins and files. According to Fred Smeijers, the shapes were the natural result of technical limitations:

“Not only do the tools invite the punchcutter to make the second n, but also this shape is easier to handle in the rest of the process of typeface design and punchcutting. It has no straight lines and no sharp corners. And the absence of these hard elements makes the form of the second n more acceptable to the human eye than that of the first. This more subtle shape has notable visual margin of tolerance. Hard straight lines make us wonder whether they are really straight or not. If they are indeed not quite straight, this is awkward to look at. So the punchcutter avoided such niggling questions and situations by building in a kind of visual doubt: no straight edges, no sharp corners. The forms become easy to handle, easy to mix and to bring into balance with each other.”

So, I decided to avoid sharp corners and straight edges, just as a punchcutter four centuries ago would have done. This decision proved very useful in helping me to distribute the visual weight of the letters at the baseline and at the x-height, thus producing a horizontal effect that was perhaps useful to achieving a nice word shape and, therefore, a comfortable reading experience.

The lessons on broad nib pen calligraphy provided a good starting point for the proportion between the x-height and the stem width since the model was initially obscured by the excess of ink and pressure.
The lessons of broad-nib pen calligraphy provided a good starting point for the proportion between the x-height and the stem width, since the model was initially obscured by the excess of ink and pressure.

At this point, I had drawn the lowercase and uppercase letter and the numbers. But the page had a certain blurriness overall that I found disturbing. The new typeface looked worn out and overused, just like the original, and that was not the effect I was going for. That made me realize that most of the smaller details needed special attention.

From Blurry to Sharp

The final shapes of the serifs and stem connections emerged from my analysis of existing types, some of them revivals and others not, such as Adobe Garamond Pro, Minion and Quadrata. From a careful observation of Adobe Garamond Pro, I realized that most of the round connections in my typeface were too round. Minion showed me the grace of sharper details; I also learned from it that some serifs needed harder and crisper edges to look more convincing. The process of borrowing details from similar typefaces is comparable to taking the scales, skin texture and color from living species during the process of reconstructing a dinosaur.

Evolution of serif details according to the version. First draft (blue), intermediate stage (yellow), final version (red).
The evolution of the serif details: first draft (blue), intermediate stage (yellow) and final version (red).

The Caps Dilemma

Everything was progressing until I noticed a subtle yet important difference between the original typeface and my rendering: the caps were remarkably darker in the book. So, I decided to make my capital letters darker than the lowercase letters in order to stay true to what seemed to be the intention of the original designer and the convention at that time. This is a principle of optics: the larger the letterform, the darker strokes need to be in order to compensate for the excess of white in the counters. This principle has been followed since the invention of printing and is still used today. I exaggerated it a bit here to achieve an older-looking style.

Darker caps (right) are a typical feature of old style printing types and one strongly visible in the source book. Something worth preserving in the revival.
Darker caps (right) are typical of old-style printing types and one strongly visible in my source book — something worth preserving in the revival.

My Additions and Contributions

Just as living species depend on mutation and adaptation to survive, typefaces too depend on features that enhance their performance in their natural environment. This seems to partly determine the degree of failure or success of print typefaces in the real world.

Even though many typefaces with features similar to those of Legitima must exist, many of them seem to me just too polished to capture the special atmosphere that old metal typeface gives to the page (perhaps with the exception of Quadraat and Adobe Garamond Pro). Legitima was designed from a 10-point original to work best when printed at the same size.

A certain awkwardness or imperfection present in the original was preserved, too, apparent in the bulkiness or fullness at the points where the strokes change direction. Among the other details, the uppercase letters were left purposefully heavy, and the drawing of the curves was meant to the recall the effect of the burin and file on old metal type.

Sketches of Legitima. The additional weight where the strokes change direction (top) as well as the diversity of angles in the italics (bottom) are some of the characteristics that were preserved in the digital fonts.

Sketches of Legitima. The additional weight where the strokes change direction (top) as well as the diversity of angles in the italics (bottom) are some of the characteristics that were preserved in the digital fonts.
Sketches of Legitima. The additional weight where the strokes change direction (top) as well as the diversity of angles in the italics (bottom) are some of the characteristics that were preserved in the digital fonts.

All of the features mentioned above, plus the slightly concave strokes (stronger at the top and bottom), contribute to making Legitima a very legible text type, rooted in the traditions of 17th-century Europe but with great expressive potential for our time.

Conclusion

The original typeface as it was printed, compared to the final version of Legitima
The original typeface as it was printed compared to the final version of Legitima.

During the process of designing Legitima, I learned that reviving a typeface is not so much about bringing old shapes back to life as it is about preserving the qualities that justify its existence in today’s digital world. Merely tracing contours could be done by a machine, but bringing the spirit of a bygone age into the 21st century is inherently human, adds value to our time and contributes to preserving a cultural heritage that would be lost without the sensibilities of the designer.

(al)


© César Puertas for Smashing Magazine, 2012.


“I Draw Pictures All Day” // Why Doodling Is Important


  

“So, you do nothing all day.�

That’s how many people would respond to someone who says they spend the day with a pen or pencil in their hand. It’s often considered an empty practice, a waste of time. They’re seen as an empty mind puttering along with the busy work of scribbling.

But for us designers and artists, drawing pictures all day is integral to our process and to who we are as creative people, and despite the idea that those who doodle waste time, we still get our work done. So, then, why are those of us who draw pictures all day even tempted to think that someone who is doodling or drawing pictures in a meeting or lecture is not paying attention?

What does it mean to be a doodler, to draw pictures all day? Why do we doodle? Most of all, what does it mean to our work? It turns out that the simple act of scribbling on a page helps us think, remember and learn.

What Does It Mean To Doodle?

The dictionary defines “doodle� as a verb (“scribble absentmindedly�) and as a noun (“a rough drawing made absentmindedly�). It also offers the origins of the word “doodler� as “a noun denoting a fool, later as a verb in the sense ‘make a fool of, cheat.’�

But the author Sunni Brown offers my favorite definition of “doodle� in her TED talk, “Doodlers, unite!�:

“In the 17th century, a doodle was a simpleton or a fool, as in “Yankee Doodle.â€� In the 18th century, it became a verb, and it meant to swindle or ridicule or to make fun of someone. In the 19th century, it was a corrupt politician. And today, we have what is perhaps our most offensive definition, at least to me, which is the following: “To doodle officially means to dawdle, to dilly dally, to monkey around, to make meaningless marks, to do something of little value, substance or import and,â€� my personal favorite, “to do nothing.â€� No wonder people are averse to doodling at work. Doing nothing at work is akin to masturbating at work. It’s totally inappropriate.”

It is no wonder, then, why most people do not have great expectations of those who “draw pictures all day.� Or perhaps they are inclined to think that those who draw pictures all day are not highly intellectual and are tempted to say to them condescendingly, “Go and draw some of your pictures.� As designers, many of us have heard such comments, or at least felt them implied, simply because we think, express or do things differently.

Why Do We Doodle?

Consider that even before a child can speak, they can draw pictures. It is part of their process of understanding what’s around them. They draw not just what they see, but how they view the world. The drawing or doodle of a child is not necessarily an attempt to reflect reality, but rather an attempt to communicate their understanding of it. This is no surprise because playing, trial and error, is a child’s primary method of learning. A child is not concerned with the impressions that others get based on their drawings or mistakes.

An Example of a doodle
An example of a doodle.

Their constant drawing, picture-making and doodling is a child’s way of expressing their ideas and showing their perceptions in visual form. It comes from a need to give physical form to one’s thoughts. Similarly, an adult doodles in order to visualize the ideas in their head so that they can interact with those ideas.

Visual Learners

According to Linda Silverman, director of both the Institute for the Study of Advanced Development and the Gifted Development Center and author of Upside-Down Brilliance: The Visual-Spatial Learner, 37% of the population are visual learners. If so many people learn better visually, we can expect, then, that some of them learn better by putting a speech, lecture or meeting into visual and tangible form through pictures or doodles, rather than by being provided with pictures or doodles (which would be the product of another person’s mind).

37% of the population are visual learners

Humans have always had a desire to visually represent what’s in their minds and memory and to communicate those ideas with others. Early cave paintings were a means of interacting with others, allowing an idea or mental image to move from one person’s mind to another’s. The purpose of visual language has always been to communicate ideas to others.

Secondly, we doodle because our brain is designed to empathize with the world around us. According to Carol Jeffers, professor at California State University, our brains are wired to respond to, interact with, imitate and mirror behavior. In an article she wrote, she explains the recent research into “mirror neurons� which help us understand and empathize with the world around us.

A cave painting
Cave paintings were our first means of communicating ideas to others.

Think of it this way. When you’re at an art gallery and find a painting that intrigues you, what is your first reaction? You want to touch it, don’t you? I thought so.

When I was a ballroom dancer, I used to sit and watch those who I considered to be great dancers, tracing their forms in space with my index finger as a way to commit them to memory. I used to go to galleries and museums and, at a distance, trace the lines and forms that I saw in the paintings and designs. I did this out of curiosity and a desire to physically record what I saw to memory.

Nearly 100 years ago, Maria Montessori discovered the link between physical touch and movement and learning in children. Montessori education teaches children to trace the letters of the alphabet with their index finger as a way to commit their shapes to memory. My son used to trace forms that he found interesting in space. It’s safe to say, then, that we doodle to visually commit to memory a concept that we want to both empathize and interact with.

An experiment conducted by Jackie Andrade, professor of psychology at the University of Plymouth in England, demonstrated the positive effect that doodling has on memory retention. In the experiment, 40 people were given a simple set of instructions to take RSVP information over the phone from people going to a party. The group of 40 was divided in two. One group of 20 was told to doodle (limited to shading in order not to emphasize the quality of the doodles), and the other 20 would not doodle.

The doodlers recalled 29% more information.

Doodling a lightbulb
Doodling helps us retain information.

The study showed that doodling helps the brain to focus. It keeps the mind from wandering away from whatever is happening, whether it’s a lecture, reading or conference talk.

Still, we have become bored with learning.

Professor Emeritus at Cornell University, Joseph D. Novak argues that this is because we have been taught to memorize but not to evaluate the information being given to us. In many traditional settings, the pattern is simple and dull: sit, receive and memorize. Many traditional educational systems do not encourage active engagement with the material. Doodling, drawing and even making diagrams helps us not only engage with the material, but also identify the underlying structure of the argument, while also connecting concepts in a tactile and visual way. Jesse Berg, president of The Visual Leap, pointed out to me in a conversation that doodling is a multisensory activity. While our hand is creating what might seem to be random pictures, our brain is processing the stimuli that’s running through it.

Many of us are the product of traditional schooling, in which we were made to numbingly memorize dates and facts, and many of us continue this pattern later in life. While some of us were avid doodlers (I used to fill the backs of my notebooks with pictures and draw on desks with a pencil during class), some of us stopped at high school, others in college and others once we settled into a job. At some point during the education process, doodling was discouraged. Teachers most likely viewed it as a sign of inattentiveness and disrespect. After hard preparation, educators want nothing more than unwavering attention to their lectures. The irony is that, according to Andrade’s study, doodlers pay more attention to the words of educators than we think.

In her TED talk, Sunny Brown goes on to explain the benefits of doodling and even offers an alternative to the definition found in the Oxford Dictionary:

“Doodling is really to make spontaneous marks to help yourself think. That is why millions of people doodle. Here’s another interesting truth about the doodle: People who doodle when they’re exposed to verbal information retain more of that information than their non-doodling counterparts. We think doodling is something you do when you lose focus, but in reality, it is a preemptive measure to stop you from losing focus. Additionally, it has a profound effect on creative problem-solving and deep information processing.”

How Can Designers Use This To Their Benefit?

As designers, we have a unique advantage when it comes to doodling. We don’t just doodle to keep our minds focused — we also deliberately sketch ideas in order to problem solve and to get immediate feedback from clients and peers. Designers such as Craighton Berman and Eva-Lotta Lamm are two of the biggest proponents of the “sketchnotatingâ€� movement. Berman states that sketchnotating “forces you to listen to the lecture, synthesize what’s being expressed, and visualize a composition that captures the idea — all in real time.â€�

In 2009, I came across a book titled The Back of the Napkin by Dan Roam. Roam is a business strategist and founder of Digital Roam, a management-consulting firm that uses visual thinking to solve complex problems. He uses a simple approach to solving problems visually. Every idea is run through five basic questions to encourage engaged thinking and to ensure a meaningful meeting. The process takes the acronym SQVI^. S is for simple or elaborate, Q is for qualitative or quantitative, V is for vision or execution, I is for individual or comparison, and ^ is for change or status quo. These simple choices are worked through with simple doodles in order to better understand the problem and find a solution. In his book, Roam says:

“What if there was a way to more quickly look at problems, more intuitively understand them, more confidently address them, and more rapidly convey to others what we’ve discovered? What if there was a way to make business problem solving more efficient, more effective, and — as much as I hate to say it — perhaps even more fun? There is. It’s called visual thinking, and it’s what this book is all about: solving problems with pictures.”

After discovering Roam’s book, I decided to doodle again. Once a prolific doodler and drawer, I had become inactive in lectures and similar settings, often forgetting what was said. Taking notes felt too cumbersome, and I often missed words and ideas. I decided to give doodling another shot. Instead of focusing on specifics, I would focus on concepts, key words and ideas.

Since 2011, I have been actively promoting doodling in my design classes, making a deal with my students, saying to them, “Doodle to your heart’s content, but in return I want you to doodle the content of my lectures.â€� They are skeptical at first, but they soon realize that doodling is better than having a quiz. I reap the benefits of doodling, and by allowing them to doodle — with the requirement that it be based on the class’ content — they become more informed of the topic and they engage in more meaningful conversations about design.

A sketchbook
A designer’s best friend: a sketchpad.

The typographic novices in my classes naturally start to apply the principles of visual hierarchy and organization, grouping ideas either by importance or by category. They will group ideas with lines, boxes, marks and more. Headings and lecture titles might be made larger, more ornate or bolder, and key concepts might be visually punctuated. It is fascinating how natural and almost second-nature the idea of visual hierarchy is to all of us. The learning curve of typography is steep for some of us, but doodling and sketchnotating really makes it easier to grasp. Below are some doodles by students in my classes.

Introduction to Typography lecture doodle by Alisa Roberts
Doodle by Alisa Roberts from my “Introduction to Typography� course.

By picking out concepts, ideas and topics, the students start to establish a hierarchy by making visual groupings and start to use visual punctuation. By the time I assign work on typographic hierarchy, the sketches tend to show more astuteness. Transferring these sketches to the computer is a challenge for those new to typography, but once they naturally understand the relationships in what they are doing, they start to make smarter design decisions.

Identity and Branding class lecture doodle by Aubrie Lamb
Doodle by Aubrie Lamb from my “Identity and Branding� course.

Identity and Branding class lecture doodle by Aubrie Lamb
Another by Aubrie Lamb from the same course.

As we have seen, doodling has many benefits, beyond what designers as visual communicators and problem solvers use it for. Doodling also helps our brain function and process data. Those of us who doodle should do so without feeling guilty or ashamed. We are in good company. Historically, doodlers have included presidents, business moguls and accomplished writers. Designer, educator and speaker Jason Santa Maria says this:

“Sketchbooks are not about being a good artist. They’re about being a good thinker.”

Doodling, drawing pictures and sketchnotating are about using visual skills to solve problems, to understand our world and to respond effectively. So, what are you waiting for? Doodle!

Further Reading

Unless otherwise stated, images are from Stock.XCHNG.

(al) (il)


© Alma Hoffmann for Smashing Magazine, 2012.


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