product-ux-expert

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Product UX Expert

产品UX专家

Core Principles

核心原则

  • Reduce Cognitive Load — Minimize mental effort required for every interaction
  • Accessibility First — WCAG 2.2 AA is the baseline, not an afterthought
  • Evidence-Based — Decisions backed by user research, not assumptions
  • Anticipatory Design — Predict user needs before they ask
  • Ethical Design — No dark patterns, transparent data practices
  • Mobile First — Design for smallest screens, enhance for larger

  • 降低认知负荷 — 最小化每次交互所需的脑力消耗
  • 无障碍优先 — WCAG 2.2 AA是基准要求,而非事后补充
  • 循证设计 — 决策基于用户研究,而非主观假设
  • 预判式设计 — 在用户提出需求前预判其所需
  • 伦理设计 — 不使用暗黑模式,数据实践透明化
  • 移动优先 — 先为最小屏幕设计,再为更大屏幕优化

Quick Reference

快速参考

Nielsen's 10 Heuristics

Nielsen的10条启发式原则

#HeuristicKey Question
1Visibility of System StatusDoes the user always know what's happening?
2Match System & Real WorldDoes it use familiar language and concepts?
3User Control & FreedomCan users easily undo or exit?
4Consistency & StandardsDoes it follow platform conventions?
5Error PreventionDoes it prevent errors before they occur?
6Recognition over RecallIs information visible, not memorized?
7Flexibility & EfficiencyAre there shortcuts for experts?
8Aesthetic & Minimalist DesignIs every element necessary?
9Help Users with ErrorsAre error messages helpful and actionable?
10Help & DocumentationIs help available when needed?

序号启发式原则核心问题
1系统状态可见性用户是否始终清楚当前状态?
2系统与真实世界匹配是否使用用户熟悉的语言和概念?
3用户控制与自由度用户能否轻松撤销操作或退出?
4一致性与标准性是否遵循平台通用规范?
5错误预防是否能在错误发生前进行预防?
6识别胜于回忆信息是否可见,而非需要用户记忆?
7灵活性与高效性是否为专家用户提供快捷操作?
8美观与极简设计每个元素是否都是必要的?
9协助用户处理错误错误提示是否有用且可操作?
10帮助与文档用户需要时能否获取帮助?

Cognitive Psychology

认知心理学

Cognitive Load Types

认知负荷类型

Intrinsic Load     — Complexity inherent to the task itself
Extraneous Load    — Unnecessary complexity from poor design (eliminate this!)
Germane Load       — Mental effort for learning/understanding (support this)
Intrinsic Load     — Complexity inherent to the task itself
Extraneous Load    — Unnecessary complexity from poor design (eliminate this!)
Germane Load       — Mental effort for learning/understanding (support this)

Key Laws

关键定律

Hick's Law         — More choices = longer decision time
                   → Limit options to 5-7, use progressive disclosure

Miller's Law       — Working memory holds 7±2 items
                   → Chunk information, use visual grouping

Fitts's Law        — Larger, closer targets are easier to click
                   → Make primary actions big and accessible

Jakob's Law        — Users expect your site to work like others
                   → Follow established patterns

Von Restorff       — Different items are more memorable
                   → Highlight CTAs with contrast

Serial Position    — First and last items remembered best
                   → Put key info at start/end of lists
Hick's Law         — More choices = longer decision time
                   → Limit options to 5-7, use progressive disclosure

Miller's Law       — Working memory holds 7±2 items
                   → Chunk information, use visual grouping

Fitts's Law        — Larger, closer targets are easier to click
                   → Make primary actions big and accessible

Jakob's Law        — Users expect your site to work like others
                   → Follow established patterns

Von Restorff       — Different items are more memorable
                   → Highlight CTAs with contrast

Serial Position    — First and last items remembered best
                   → Put key info at start/end of lists

Gestalt Principles

格式塔原则

Proximity          — Close elements are perceived as groups
Similarity         — Similar elements are perceived as related
Continuity         — Eyes follow smooth lines and curves
Closure            — Mind completes incomplete shapes
Figure-Ground      — Elements seen as foreground or background
Common Region      — Elements in same area are grouped

Proximity          — Close elements are perceived as groups
Similarity         — Similar elements are perceived as related
Continuity         — Eyes follow smooth lines and curves
Closure            — Mind completes incomplete shapes
Figure-Ground      — Elements seen as foreground or background
Common Region      — Elements in same area are grouped

Heuristic Evaluation

启发式评估

Process

流程

1. Define scope         — What screens/flows to evaluate
2. Select evaluators    — 3-5 UX experts (80%+ issues found)
3. Independent review   — Each expert reviews alone
4. Apply heuristics     — Rate severity for each issue
5. Consolidate          — Merge findings, remove duplicates
6. Prioritize           — Rank by severity × frequency
7. Report               — Actionable recommendations
1. Define scope         — What screens/flows to evaluate
2. Select evaluators    — 3-5 UX experts (80%+ issues found)
3. Independent review   — Each expert reviews alone
4. Apply heuristics     — Rate severity for each issue
5. Consolidate          — Merge findings, remove duplicates
6. Prioritize           — Rank by severity × frequency
7. Report               — Actionable recommendations

Severity Rating

严重程度评级

LevelSeverityDescription
0Not a problemEvaluator disagrees it's an issue
1CosmeticFix only if extra time available
2MinorLow priority, causes friction
3MajorHigh priority, significant impact
4CatastrophicMust fix before release
等级严重程度描述
0无问题评估者不认为这是一个问题
1视觉瑕疵仅在有额外时间时修复
2轻微问题低优先级,仅造成轻微阻碍
3主要问题高优先级,影响显著
4严重致命发布前必须修复

Issue Template

问题模板

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Issue: [Brief Description]

Issue: [Brief Description]

Heuristic: #N - Name Severity: 0-4 Location: Screen / Component / Flow
Problem: What's wrong and why it matters to users.
Evidence: Screenshot or recording link.
Recommendation: Specific fix with before/after comparison.

---
Heuristic: #N - Name Severity: 0-4 Location: Screen / Component / Flow
Problem: What's wrong and why it matters to users.
Evidence: Screenshot or recording link.
Recommendation: Specific fix with before/after comparison.

---

User Journey Mapping

用户旅程映射

Journey Map Structure

旅程地图结构

┌─────────────────────────────────────────────────────────────────┐
│  PERSONA: [Name, Goals, Context]                                │
├─────────┬─────────┬─────────┬─────────┬─────────┬──────────────┤
│ Stage   │ Aware   │ Consider│ Purchase│ Use     │ Advocate     │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Actions │ Search  │ Compare │ Signup  │ Onboard │ Share/Review │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Touch-  │ Search  │ Website │ Checkout│ App     │ Social       │
│ points  │ Ads     │ Reviews │ Email   │ Support │ Email        │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Emotions│   😐    │   🤔    │   😟    │   😊    │    😍        │
│         │ curious │ hopeful │ anxious │ relieved│  delighted   │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Pain    │ Too many│ Info    │ Complex │ Unclear │ No referral  │
│ Points  │ options │ overload│ forms   │ next    │ program      │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Opportu-│ Clear   │ Compare │ 1-click │ Progress│ Share        │
│ nities  │ tagline │ table   │ signup  │ tracker │ incentive    │
└─────────┴─────────┴─────────┴─────────┴─────────┴──────────────┘
┌─────────────────────────────────────────────────────────────────┐
│  PERSONA: [Name, Goals, Context]                                │
├─────────┬─────────┬─────────┬─────────┬─────────┬──────────────┤
│ Stage   │ Aware   │ Consider│ Purchase│ Use     │ Advocate     │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Actions │ Search  │ Compare │ Signup  │ Onboard │ Share/Review │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Touch-  │ Search  │ Website │ Checkout│ App     │ Social       │
│ points  │ Ads     │ Reviews │ Email   │ Support │ Email        │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Emotions│   😐    │   🤔    │   😟    │   😊    │    😍        │
│         │ curious │ hopeful │ anxious │ relieved│  delighted   │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Pain    │ Too many│ Info    │ Complex │ Unclear │ No referral  │
│ Points  │ options │ overload│ forms   │ next    │ program      │
├─────────┼─────────┼─────────┼─────────┼─────────┼──────────────┤
│ Opportu-│ Clear   │ Compare │ 1-click │ Progress│ Share        │
│ nities  │ tagline │ table   │ signup  │ tracker │ incentive    │
└─────────┴─────────┴─────────┴─────────┴─────────┴──────────────┘

Touchpoint Analysis

触点分析

For each touchpoint, evaluate:

1. Entry Point      — How do users arrive?
2. User Goal        — What are they trying to accomplish?
3. Friction         — What slows them down?
4. Emotion          — How do they feel?
5. Drop-off Risk    — Where might they abandon?
6. Opportunity      — How can we improve?

For each touchpoint, evaluate:

1. Entry Point      — How do users arrive?
2. User Goal        — What are they trying to accomplish?
3. Friction         — What slows them down?
4. Emotion          — How do they feel?
5. Drop-off Risk    — Where might they abandon?
6. Opportunity      — How can we improve?

Accessibility (WCAG 2.2 AA)

无障碍设计(WCAG 2.2 AA)

POUR Principles

POUR原则

Perceivable     — Can users perceive the content?
                  ✓ Text alternatives for images
                  ✓ Captions for video
                  ✓ 4.5:1 color contrast
                  ✓ Resizable text (up to 200%)

Operable        — Can users operate the interface?
                  ✓ Keyboard accessible
                  ✓ No keyboard traps
                  ✓ Skip navigation links
                  ✓ Sufficient time limits
                  ✓ Focus visible (new in 2.2!)

Understandable  — Can users understand the content?
                  ✓ Language declared
                  ✓ Consistent navigation
                  ✓ Error identification
                  ✓ Labels and instructions

Robust          — Works with assistive technology?
                  ✓ Valid HTML
                  ✓ ARIA landmarks
                  ✓ Status messages announced
Perceivable     — Can users perceive the content?
                  ✓ Text alternatives for images
                  ✓ Captions for video
                  ✓ 4.5:1 color contrast
                  ✓ Resizable text (up to 200%)

Operable        — Can users operate the interface?
                  ✓ Keyboard accessible
                  ✓ No keyboard traps
                  ✓ Skip navigation links
                  ✓ Sufficient time limits
                  ✓ Focus visible (new in 2.2!)

Understandable  — Can users understand the content?
                  ✓ Language declared
                  ✓ Consistent navigation
                  ✓ Error identification
                  ✓ Labels and instructions

Robust          — Works with assistive technology?
                  ✓ Valid HTML
                  ✓ ARIA landmarks
                  ✓ Status messages announced

New in WCAG 2.2 (2023-2025)

WCAG 2.2新增内容(2023-2025)

Focus Not Obscured (AA)      — Focused element not fully hidden
Focus Appearance (AA)        — Visible focus indicator (2px outline)
Dragging Movements (AA)      — Alternatives to drag-and-drop
Target Size (AA)             — Minimum 24×24 CSS pixels
Consistent Help (A)          — Help mechanisms in consistent locations
Redundant Entry (A)          — Don't ask for same info twice
Accessible Authentication (A) — No cognitive function tests for login
Focus Not Obscured (AA)      — Focused element not fully hidden
Focus Appearance (AA)        — Visible focus indicator (2px outline)
Dragging Movements (AA)      — Alternatives to drag-and-drop
Target Size (AA)             — Minimum 24×24 CSS pixels
Consistent Help (A)          — Help mechanisms in consistent locations
Redundant Entry (A)          — Don't ask for same info twice
Accessible Authentication (A) — No cognitive function tests for login

Quick Checklist

快速检查清单

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Accessibility Check

Accessibility Check

Perceivable

Perceivable

  • All images have meaningful alt text
  • Videos have captions and transcripts
  • Color contrast ratio ≥ 4.5:1 (text), ≥ 3:1 (large text)
  • Information not conveyed by color alone
  • Text can be resized to 200% without loss
  • All images have meaningful alt text
  • Videos have captions and transcripts
  • Color contrast ratio ≥ 4.5:1 (text), ≥ 3:1 (large text)
  • Information not conveyed by color alone
  • Text can be resized to 200% without loss

Operable

Operable

  • All functionality available via keyboard
  • Focus order is logical
  • Focus indicator is visible (2px outline minimum)
  • No keyboard traps
  • Skip links provided
  • Touch targets ≥ 24×24px
  • All functionality available via keyboard
  • Focus order is logical
  • Focus indicator is visible (2px outline minimum)
  • No keyboard traps
  • Skip links provided
  • Touch targets ≥ 24×24px

Understandable

Understandable

  • Page language declared
  • Consistent navigation across pages
  • Form errors clearly identified
  • Labels associated with inputs
  • Page language declared
  • Consistent navigation across pages
  • Form errors clearly identified
  • Labels associated with inputs

Robust

Robust

  • Valid HTML (no duplicate IDs)
  • ARIA roles used correctly
  • Works with screen readers (NVDA/VoiceOver)

---
  • Valid HTML (no duplicate IDs)
  • ARIA roles used correctly
  • Works with screen readers (NVDA/VoiceOver)

---

Interaction Patterns

交互模式

Micro-interactions

微交互

Purpose of micro-interactions:
1. Feedback      — Confirm user action (button click, form submit)
2. Status        — Show current state (loading, progress)
3. Guidance      — Direct attention (onboarding tooltips)
4. Delight       — Create emotional connection (subtle animations)

Best Practices:
✓ Keep animations under 300ms
✓ Use easing (ease-out for exits, ease-in for entries)
✓ Respect prefers-reduced-motion
✓ Animate properties that don't trigger layout (transform, opacity)
Purpose of micro-interactions:
1. Feedback      — Confirm user action (button click, form submit)
2. Status        — Show current state (loading, progress)
3. Guidance      — Direct attention (onboarding tooltips)
4. Delight       — Create emotional connection (subtle animations)

Best Practices:
✓ Keep animations under 300ms
✓ Use easing (ease-out for exits, ease-in for entries)
✓ Respect prefers-reduced-motion
✓ Animate properties that don't trigger layout (transform, opacity)

Motion Design Principles

动效设计原则

Duration Scale:
- Micro (fade, state change)     →  100-200ms
- Small (dropdown, tooltip)      →  200-300ms
- Medium (modal, sidebar)        →  300-400ms
- Large (page transition)        →  400-500ms

Easing:
- ease-out    → Elements entering (decelerate into view)
- ease-in     → Elements exiting (accelerate out of view)
- ease-in-out → Elements moving (natural feel)
Duration Scale:
- Micro (fade, state change)     →  100-200ms
- Small (dropdown, tooltip)      →  200-300ms
- Medium (modal, sidebar)        →  300-400ms
- Large (page transition)        →  400-500ms

Easing:
- ease-out    → Elements entering (decelerate into view)
- ease-in     → Elements exiting (accelerate out of view)
- ease-in-out → Elements moving (natural feel)

Form Design

表单设计

✓ One column layout (no side-by-side inputs)
✓ Labels above inputs (not placeholder-only)
✓ Group related fields visually
✓ Inline validation (after field blur)
✓ Clear error messages with solutions
✓ Show password option
✓ Autofill support (autocomplete attributes)
✓ Smart defaults based on context

✓ One column layout (no side-by-side inputs)
✓ Labels above inputs (not placeholder-only)
✓ Group related fields visually
✓ Inline validation (after field blur)
✓ Clear error messages with solutions
✓ Show password option
✓ Autofill support (autocomplete attributes)
✓ Smart defaults based on context

Design System Integration

设计系统集成

Component States

组件状态

Every interactive component needs:

Default         — Normal resting state
Hover           — Mouse over (desktop)
Focus           — Keyboard focus (visible ring)
Active          — Being pressed/clicked
Disabled        — Not currently available
Loading         — Processing action
Error           — Validation failed
Success         — Action completed
Every interactive component needs:

Default         — Normal resting state
Hover           — Mouse over (desktop)
Focus           — Keyboard focus (visible ring)
Active          — Being pressed/clicked
Disabled        — Not currently available
Loading         — Processing action
Error           — Validation failed
Success         — Action completed

Design Tokens

设计令牌

json
{
  "color": {
    "text": {
      "primary": "#1a1a1a",
      "secondary": "#6b6b6b",
      "disabled": "#a3a3a3",
      "inverse": "#ffffff"
    },
    "interactive": {
      "default": "#0066cc",
      "hover": "#0052a3",
      "active": "#003d7a",
      "focus": "#0066cc"
    },
    "feedback": {
      "error": "#d32f2f",
      "warning": "#f57c00",
      "success": "#388e3c",
      "info": "#1976d2"
    }
  },
  "spacing": {
    "xs": "4px",
    "sm": "8px",
    "md": "16px",
    "lg": "24px",
    "xl": "32px"
  },
  "radius": {
    "sm": "4px",
    "md": "8px",
    "lg": "16px",
    "full": "9999px"
  }
}

json
{
  "color": {
    "text": {
      "primary": "#1a1a1a",
      "secondary": "#6b6b6b",
      "disabled": "#a3a3a3",
      "inverse": "#ffffff"
    },
    "interactive": {
      "default": "#0066cc",
      "hover": "#0052a3",
      "active": "#003d7a",
      "focus": "#0066cc"
    },
    "feedback": {
      "error": "#d32f2f",
      "warning": "#f57c00",
      "success": "#388e3c",
      "info": "#1976d2"
    }
  },
  "spacing": {
    "xs": "4px",
    "sm": "8px",
    "md": "16px",
    "lg": "24px",
    "xl": "32px"
  },
  "radius": {
    "sm": "4px",
    "md": "8px",
    "lg": "16px",
    "full": "9999px"
  }
}

2025 UX Trends

2025年UX趋势

AI-Driven Personalization

AI驱动的个性化

✓ Adaptive interfaces based on user behavior
✓ Predictive content suggestions
✓ Context-aware personalization
✓ Real-time UI adjustments

⚠️ Always provide transparency and user control
⚠️ Respect privacy, use on-device processing when possible
✓ Adaptive interfaces based on user behavior
✓ Predictive content suggestions
✓ Context-aware personalization
✓ Real-time UI adjustments

⚠️ Always provide transparency and user control
⚠️ Respect privacy, use on-device processing when possible

Anticipatory Design

预判式设计

Design that:
- Predicts user needs before they ask
- Reduces decision fatigue with smart defaults
- Automates repetitive tasks
- Surfaces relevant information proactively

Example: Pre-filling shipping address based on previous orders
Design that:
- Predicts user needs before they ask
- Reduces decision fatigue with smart defaults
- Automates repetitive tasks
- Surfaces relevant information proactively

Example: Pre-filling shipping address based on previous orders

Ethical Design Practices

伦理设计实践

DO:
✓ Clear consent for data collection
✓ Easy-to-find privacy settings
✓ Honest product representations
✓ Sustainable design (reduce digital carbon)

DON'T (Dark Patterns):
✗ Confirmshaming ("No, I don't want to save money")
✗ Hidden costs
✗ Trick questions
✗ Forced continuity (hard-to-cancel subscriptions)
✗ Misdirection
✗ Roach motels (easy in, hard out)

DO:
✓ Clear consent for data collection
✓ Easy-to-find privacy settings
✓ Honest product representations
✓ Sustainable design (reduce digital carbon)

DON'T (Dark Patterns):
✗ Confirmshaming ("No, I don't want to save money")
✗ Hidden costs
✗ Trick questions
✗ Forced continuity (hard-to-cancel subscriptions)
✗ Misdirection
✗ Roach motels (easy in, hard out)

Evaluation Template

评估模板

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markdown
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UX Evaluation Report

UX Evaluation Report

Overview

Overview

  • Product: [Name]
  • Scope: [Screens/Flows evaluated]
  • Date: [Date]
  • Evaluators: [Names]
  • Product: [Name]
  • Scope: [Screens/Flows evaluated]
  • Date: [Date]
  • Evaluators: [Names]

Executive Summary

Executive Summary

[2-3 sentences on overall UX health and critical findings]
[2-3 sentences on overall UX health and critical findings]

Methodology

Methodology

  • Nielsen's 10 Heuristics
  • WCAG 2.2 AA Compliance Check
  • Cognitive Load Analysis
  • Nielsen's 10 Heuristics
  • WCAG 2.2 AA Compliance Check
  • Cognitive Load Analysis

Findings by Severity

Findings by Severity

Catastrophic (Severity 4)

Catastrophic (Severity 4)

[Issues that must be fixed immediately]
[Issues that must be fixed immediately]

Major (Severity 3)

Major (Severity 3)

[High priority issues]
[High priority issues]

Minor (Severity 2)

Minor (Severity 2)

[Low priority improvements]
[Low priority improvements]

Accessibility Status

Accessibility Status

  • WCAG 2.2 A Compliance
  • WCAG 2.2 AA Compliance
  • Screen Reader Compatible
  • Keyboard Navigation Complete
  • WCAG 2.2 A Compliance
  • WCAG 2.2 AA Compliance
  • Screen Reader Compatible
  • Keyboard Navigation Complete

Recommendations

Recommendations

[Prioritized action items with effort estimates]
[Prioritized action items with effort estimates]

Appendix

Appendix

  • Screenshot evidence
  • User testing video clips
  • Competitive analysis

---
  • Screenshot evidence
  • User testing video clips
  • Competitive analysis

---

See Also

相关参考

  • reference/heuristics.md — Detailed heuristic examples
  • reference/accessibility.md — Full WCAG 2.2 checklist
  • reference/psychology.md — Cognitive psychology deep dive
  • reference/journey-mapping.md — Journey mapping templates
  • reference/heuristics.md — 详细启发式原则示例
  • reference/accessibility.md — 完整WCAG 2.2检查清单
  • reference/psychology.md — 认知心理学深度解析
  • reference/journey-mapping.md — 用户旅程映射模板