Copyright
2003 CMP Media, Inc. All Rights Reserved.
new.architect
March 1, 2003
SECTION: FEATURE; Pg. 28
LENGTH: 2574 words
HEADLINE: Cultural habits invariably bias the design of global Web
sites and the way users react to them. Before you go global, learn about the
dimensions of culture. -- Are You Cultured? -- GLOBAL WEB DESIGN
AND THE DIMENSIONS OF CULTURE
BYLINE: Aaron Marcus
HIGHLIGHT:
When a company decides to globalize its site, the Web team often learns
the taboo colors and appropriate dress codes of a given culture,
translates the text, and launches. But cultural differences run deeper than
visual appearance or language; they reflect strong values. Rarely do globalized
sites incorporate the nuances of a culture's social hierarchy,
individualism, gender roles, time-orientation, or truth-seeking attributes.
BODY:
Scholars have studied cultures thoroughly for years and have published
several classic theories, many of which are not well known in the Web design
community. The attributes mentioned above were set forth in 1997 by Geert
Hofstede in Cultures and Organizations: Software of the Mind
(McGraw-Hill). They may sound rather academic, but under-standing them is the
key to successfully globalizing your site, products, or services.
culture gurus
When Hofstede published Cultures and Organizations, his focus was not on
the definition of culture as "refinement" of a people, but
rather on essential patterns of thinking, feeling, and acting. This makes his
work especially useful when applied to site design and usability.
Hofstede identified five dimensions of culture:
1. Power distance is the extent to which people accept social hierarchies and
the power gaps they create.
2. Individualism versus collectivism is the orientation to personal or group
achievements.
3. Masculinity versus femininity is the degree to which a culture separates or
does not separate traditional gender roles.
4. Uncertainty avoidance is the degree to which a culture is uncomfortable with
ambiguity and seeks certainty.
5. Long-term time orientation is a culture's orientation to Confucian thought,
which emphasizes patience.
Hofstede analyzed fifty-three countries, rating them on each dimension, with
values varying from zero to one hundred. This index is an extremely useful
guide to understanding cultures of interest to your business.
1. who's first, who's last
Power distance refers to the extent to which a culture expects and accepts
unequal power distribution amongst individuals. Whether a culture is high
power-distance or low power-distance can have a profound impact on your UI
design.
High power-distance countries tend to have centralized political power and
exhibit tall hierarchies in organizations, with large differences in salary and
status. Subordinates may view an employer as a benevolent dictator and are
expected to do as they are told. Inequalities are expected, and may even be
desired. People in low power-distance cultures expect and desire equality.
A culture's concept of power distance should determine the following aspects of
UI design for the Web:
- Access to information: highly versus less-highly structured.
- Hierarchies in mental models: tall versus shallow.
- Emphasis on social and moral order: (e.g., nationalism or religion) significant
or frequent versus minor or infrequent use of morals as a motivator.
- Focus on expertise: (authority, experts, official stamps, or logos) strong
versus weak.
- Social prominence: leaders versus citizens, customers, or employees.
- Importance of security: restrictions/barriers to access; use of certificates;
explicit, enforced, and frequent restrictions on users' mobility versus
transparent, integrated, and implicit freedom to roam.
- Social roles used to organize information: (e.g., a managers' section visible
to all but sealed off from non-managers) versus less-obvious references to
social roles, perks, and authority.
These power-distance differences can be illustrated on the Web by examining
university Web sites from two very different countries (see Figure 1). The
Universidad Tecnologica de Panama (www.utp.ac.pa/)
is located in a country with a high power-distance rating of 95. The Technische
Universiteit Eindhoven (www.tue.nl) is located
in the Netherlands, with a rating of 38.
Note the differences in the two sites. The Panama Web site features more axial
symmetry, a focus on the official university seal at the top left, and
photographs of monumental buildings devoid of people.
The Dutch Web site features an emphasis on students (not leaders), much
stronger use of asymmetric layout, and photos of both genders. This site
emphasizes the status of students as consumers and equals.
2. but enough about me
Individualism in cultures implies loose ties; everyone is expected to look
after themselves or their immediate family, but no one else. Collectivism
implies that people are integrated from birth into strong, cohesive groups that
protect them in exchange for unquestioning loyalty. Based on this definition,
individualism and collectivism may influence the following aspects of UI and
Web design:
- Personal achievement: maximized (expect the extraordinary) for individualist
cultures versus underplayed (in favor of group achievement) for collectivist
cultures.
- Success: demonstrated through materialism and consumerism versus achievement
of social-political agendas.
- Rhetoric: controversial or argumentative speech and tolerance or
encouragement of extreme claims versus official slogans and minimizing
hyperbole or controversy.
- Imagery: youth versus aged, experienced, wise leaders; activities versus
states of being.
- Social prominence: individuals emphasized versus simple images of products or
of groups.
- Goals: extrinsic, personal goals emphasized ("you can lose weight so you
can look good") versus intrinsic or official group goals ("fight
overpopulation, have fewer children").
- Morality: emphasis on truth versus relationships.
- Change: emphasis on what is new and unique versus tradition and history.
You can see these cultural differences in action by examining national park Web
sites from two countries with very different indices. The National Park Web
site (www.nps.gov) is based in the U.S., which
has the highest individualism rating at 91. The Web site from the National
Parks of Panama (www.panamatours.com/Rainforest/Rainforest_intro.htm
) is based out of a country with a much more collectivist rating of 11.
The U.S. site emphasizes the visitor and his or her goals, uses the slogan
"Experience Your America" in the window title, shows three pictures
of individuals, emphasizes "your National Parks Pass," and labels one
button "Visit Your Parks."
The Panama site emphasizes nature, features a large image of leaves taking up
one-third of the main content area, downplays the individual tourist, and uses
another one-third of the main content area for text that emphasizes the
contents of the forests and parks.
3. gender neutral?
For our purposes, the definitions of "femininity" and
"masculinity" refer to gender roles, not physical characteristics.
Hofstede focuses on a masculine orientation to assertiveness, competition, and
"toughness," and a feminine orientation to home and children, people,
and "tenderness." In feminine cultures, the distinctions tend to
collapse or overlap; both men and women exhibit modesty, tenderness, and a
concern with quality of life as well as material success. In masculine
cultures, gender roles are distinct and strongly maintained.
Based on Hofstede's definitions, masculinity and femininity emphasize different
aspects of UI Web design. Design for masculine cultures should focus on the following:
- Distinctions: clearly defined and disparate roles divided by gender, family,
or age.
- Accomplishment: tasks, roles, and mastery, with quick results for finite
tasks.
- Control: navigation oriented to exploration and user control.
- Sport: games and competition used to gain user attention.
- Utility: graphics, sound, and animation used for utilitarian purposes.
Feminine cultures would emphasize the following user-interface elements:
- Ambiguity: blurring of gender roles.
- Cooperation: teamwork, exchange, and support, rather than mastery and
winning.
- Artistry: poetry, aesthetics, and unifying values used to gain attention.
Japan has the highest gender-difference rating at 95, and Excite has a special
site for Japanese women (woman.excite.co.jp). The women's site emphasizes
content about cosmetics or cooking and features a pink color scheme. The
regular site (www.excite.co.jp ) focuses
on "general" users (men), and emphasizes business, stocks, and cars.
The United States has a much less masculine culture index of 62. Excite's U.S.
Web site (www.excite.com), does not feature
a separate women's site.
4. anxiety attack
Uncertainty makes many people anxious. Cultures vary in their avoidance of
uncertainty, creating different rituals and values regarding formality,
punctuality, legal and religious requirements, and tolerance of ambiguity. When
designing for high uncertainty-avoidance cultures, emphasize the following:
- Simplicity: Limit choices and amounts of data.
- Results: Let users know the implications of their actions before they do
anything.
- Comfort: Mental models should focus on reducing user error.
- Clarity: Design characteristics (color, typography, sound, and so on) support
navigation and reduce ambiguity.
Low uncertainty-avoidance cultures would emphasize the reverse:
- Depth: Allow for wandering and risk-taking, and avoid over-protecting users.
- Choice: Maximize options and content.
- Surprises: Less control of navigation, with links opening new windows and
leading away from the original location.
- Help system: Focus on a content index as opposed to task-oriented procedures.
- Variety: Coding of color, typography, and sound would focus on maximizing
information (avoid redundant coding).
The Sabena Airlines Web site (www.sabena.com
), based in Belgium, and the British Airways Web site (www.britishairways.com ), based in the
United Kingdom, illustrate the results of uncertainty avoidance differences
(Figure 2). Both sites have a primary travel booking area with approximately
the same number of selectable items (nineteen versus sixteen). However, Belgium
has an uncertainty avoidance rating of 94, the highest of the cultures studied.
You'll note that the Sabena Airlines site has a home page with very simple,
clear layout and limited choices outside of the booking area. The United
Kingdom has a rating of 35, and the British Airways site has much more complex
content and more than twice the choices. What's more, user options are located
in multiple groupings with a variety of input and appearance characteristics.
5. a little patience
Hofstede's fifth dimension, long-term time orientation, plays an important role
in many Asian countries because of their reliance on Confucian philosophy over
many thousands of years. This philosophy states that a stable society requires
unequal relations, and that the family is the prototype of all social
organizations. Virtuous behavior to others means treating them as you would
like to be treated, and virtuous behavior at work means trying to acquire
skills and education, working hard, persevering, being frugal, and patient.
Hofstede compared only twenty-three countries for this time-orientation
dimension.
According to Hofstede and other analysts, Eastern countries seem more oriented
toward the practice of and the desire for virtuous behavior, while Western
countries seem more oriented toward belief and the search for truth.
Based on this definition, countries favoring long-term time orientation would
emphasize the following:
- Value: Content focused on practice and practical value.
- Credibility: Personal relationships as a source of information.
- Investment: Patience in achieving results and goals.
Countries favoring short-term time orientation would emphasize the contrary:
- Certainty: Content focused on truth and close-held beliefs.
- Structure: Rules as a source of information and credibility.
- Urgency: Desire for immediate results and achievement of goals.
Examine two versions of corporate Web sites developed for countries with
different long-term time orientation values. Pakistan has a rating of zero, and
the Siemens Web site (www.siemens.com.pk
), shows a typical Western corporate layout-influenced by Siemens's German
corporate headquarters-that emphasizes crisp, clean, functional design and text
aimed at achieving goals quickly. The version for China (www.siemens.com.cn ), which has a value of
118, typically uses more pictures of people, emphasizing personal
relationships.
what's more
This review of cultural dimensions raises some critical questions about how to
best globalize a site:
- Should online teachers and trainers act as a friend or guru?
- What motivations should you offer: money, fame, honor, or achievement?
- What role exists for personal versus group opinions?
- What role should community values play in individualist versus collectivist
cultures?
- How does the objective of distance learning change in individualist versus
collectivist cultures?
- Should Web sites focus on tradition, skills, expertise, or earning power?
- How would job sites differ in individualist versus collectivist cultures?
- Should you develop different sites for men and women?
- How well is advertising hyperbole tolerated?
- How is ambiguity received?
- What differences might permeate Western versus Eastern Web sites in regard to
truth versus virtuous practice?
the numbers
English speaking countries constitute 8 percent of the world's population, but
by 2005, approximately 75 percent of Internet users will be non-English
speaking. Already, 80 percent of corporate Web sites in Europe offer more
languages than English even though launching multi-language site portals with a
dozen or more European languages is a significant burden to operations. Of
course, culture is more than language.
Consider cross-cultural issues earlier in your planning stages. Provide
developers with checklists, guidelines, and other tools to assist them in their
phases of analysis, design, and evaluation.
Understanding culture dimensions and how they relate to user-interface design
components, as well as to other dimensions such as trust or intelligence, may
help designers make better decisions about usability, aesthetics, and emotional
experience.
Thinking about how culture affects Web design, from the developer's and the
viewer's perspective is just the beginning.
A new universe of possibilities, challenges, and achievements awaits.
Aaron Marcus is President of Aaron Marcus and Associates, a Web user-interface
design, usability analysis, and consulting firm. He would like to acknowledge
the assistance of co-author Professor Emilie Gould for her assistance in
contributing to and editing earlier versions of this article.
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