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Crosscurrents

Cultural Dimensions and Global Web


User-Interface Design
AARON MARCUS AND EMILIE WEST GOULD

WILLIAM WHITEHURST © THE STOCK MARKET 2000

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This paper introduces
dimensions of culture, as ana-
Aaron Marcus, President

lyzed by Geert Hofstede in his Aaron Marcus and


Asociates, Inc.
1144 65th Street, Suite F

classic study of cultures in Emeryville, CA 94608 USA


Tel: 510-601-0994, Ext. 19
Fax: 510-547-6125

organizations, and considers Aaron@AmandA.com


www.amanda.com/

how they might affect user- Emilie West Gould, Adjunct


Lally School of
Management
interface designs. Examples Rensselaer Polytechnic
Institute (RPI)
110 8th St.
from the Web illustrate the Troy, NY 12180-3590
goulde@rpi.edu

cultural dimensions.

i n t e r a c t i o n s . . . j u l y + a u g u s t 2 0 0 0 33
Introduction mation first or read about the organization
The Web enables global distribution of prod- and assess its credibility? Different cultures
ucts and services through Internet websites, look for different data to make decisions.
intranets, and extranets. Professional analysts
and designers generally agree that well- A New Issue for User-Interface Designers
designed user interfaces improve the perfor- In most projects, the complex interplay of
mance and appeal of the Web, helping to user, business, marketing, and engineering
convert “tourists” or “browsers” to “residents” requirements needs to be resolved by Web
and “customers.” The user-interface develop- user-interface and information visualization
ment process focuses attention on under- designers. Their development process includes
standing users and acknowledging demo- iterative steps of planning, research, analysis,
graphic diversity. But in a global economy, design, evaluation, documentation, and train-
these differences may reflect world-wide cul- ing. As they carry out all of these tasks, how-
tures. Companies that want to do internation- ever, they would do well to consider their own
al business on the web should consider the cultural orientation and to understand the
impact of culture on the understanding and preferred structures and processes of other cul-
use of Web-based communication, content, tures. This attention would help them to
and tools. achieve more desirable global solutions or to
This paper contributes to the study of this determine to what extent localized, cus-
complex and challenging issue by analyzing tomized designs might be better than interna-
some of the needs, wants, preferences, and tional or universal ones.
expectations of different cultures through ref- Cultures, even within some countries, are
erence to a cross-cultural theory developed by very different. Sacred colors in the Judeo-
Geert Hofstede. Christian West (e.g., red, blue, white, gold)
A few simple questions illustrate the depth are different from Buddhist saffron yellow or
of the issues. Islamic green. Subdued Finnish designs for
Consider your favorite website. How might background screen patterns (see Figure 1)
this website be understood and used in New might not be equally suitable in Mediter-
York, Paris, London, Beijing, New Delhi, or ranean climates, in Hollywood, USA, or Bol-
Tokyo, assuming that adequate verbal transla- lywood, India. These differences go deeper
tion were accomplished? Might something in than mere appearance; they reflect strong cul-
its metaphors, mental model, navigation, tural values. How might these cultural differ-
interaction, or appearance confuse, or even ences be understood without falling into the
offend and alienate a user? trap of stereotyping other cultures?
Consider what year this is. Is it 2000? In Many analysts in organizational communi-
some other counting systems, it is 4698, cation have studied cultures thoroughly and
5760, or 1420. Even to refer to the counting published classic theories; other authors have
system of another culture might confuse or applied these theories to analyze the impact of
alienate people used to their own native sys- culture on business relations and commerce
tem. Let us not forget that Hindu-Arabic (see Bibliography). Few of these works are well
numerals, which Western society now takes known to the user-interface design communi-
for granted, were once viewed as the work of ty. This paper introduces the well-respected
the devil by Christian Europe, and educated work of one theorist, Geert Hofstede, and
people for hundreds of years blocked their applies some of his cultural dimensions to
introduction into European society. Whether Web user interfaces. Edward T. Hall, David
people view imports from other cultures as Victor, and Fons Trompenaars would have
delightful gifts or poisonous viruses is often a been equally valuable in illuminating the
matter of socio-political context. problems of cross-cultural communication on
Consider the order in which you prefer to the Web, but our application of Hofstede will
find information. If you are planning a trip by demonstrate the value of this body of research
train, do you want to see the schedule infor- for our field.

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Hofstede’s Dimensions of Culture thinking, feeling, and acting that are well-
During 1978-83, the Dutch cultural anthro- established by late childhood.
pologist Geert Hofstede conducted detailed These cultural differences manifest them-
interviews with hundreds of IBM employees selves in a culture’s choices of symbols,
in 53 countries. Through standard statistical heroes/heroines, rituals, and values. Hofstede
analysis of fairly large data sets, he was able to identified five dimensions and rated 53 coun-
determine patterns of similarities and differ- tries on indices for each dimension, normal-
ences among the replies. From this data anal- ized to values (usually) of 0 to 100. His five
ysis, he formulated his theory that world dimensions of culture are the following:
cultures vary along consistent, fundamental • Power-distance
dimensions. Since his subjects were con- • Collectivism vs. individualism
strained to one multinational corporation’s • Femininity vs. masculinity
world-wide employees, and thus to one com- • Uncertainty avoidance
pany culture, he ascribed their differences to • Long- vs. short-term orientation
the effects of their national cultures. (One Each of Hofstede’s terms appears below

Figure 1. TeamWare Finnish screen patterns

weakness is that he maintained that each with our explanation of implications for user-
country has just one dominant culture.) interface and Web design, and illustrations of
In the 1990s, Hofstede published a more characteristic websites.
accessible version of his research publication
in Cultures and Organizations: Software of the Power Distance
Mind [Hofstede]. His focus was not on defin- Power distance (PD) refers to the extent to
ing culture as refinement of the mind (or which less powerful members expect and
“highly civilized” attitudes and behavior) but accept unequal power distribution within a
rather on highlighting essential patterns of culture. Hofstede claims that high PD coun-

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tries tend to have centralized political power Based on this definition, we believe power
and exhibit tall hierarchies in organizations distance may influence the following aspects
with large differences in salary and status. of user-interface and Web design:
Subordinates may view the “boss” as a benev- • Access to information: highly (high PD)
olent dictator and are expected to do as they vs. less-highly (low PD) structured.
are told. Parents teach obedience, and expect • Hierarchies in mental models: tall vs.
respect. Teachers possess wisdom and are shallow.
automatically esteemed. Inequalities are • Emphasis on the social and moral order
expected, and may even be desired. (e.g., nationalism or religion)and its
Low PD countries tend to view subordi- symbols: significant/frequent vs.
nates and supervisors as closer together and minor/infrequent use.
more interchangeable, with flatter hierarchies • Focus on expertise, authority, experts,
in organizations and less difference in salaries certifications, official stamps, or logos:
and status. Parents and children, and teachers strong vs. weak.
and students, may view themselves more as • Prominence given to leaders vs. citizens,
equals (but not necessarily as identical). customers, or employees.
Equality is expected and generally desired. • Importance of security and restrictions
There are some interesting correlations for or barriers to access: explicit, enforced,
power distance: low PD countries tend to frequent restrictions on users vs. trans-
have higher geographic latitude, smaller pop- parent, integrated, implicit freedom to
ulations, and/or higher gross domestic prod- roam.
uct (GDP) per capita than high PD countries. • Social roles used to organize information
Hofstede notes that these differences are (e.g., a managers’ section obvious to all
hundreds or even thousands of years old. He but sealed off from non-managers): fre-
does not believe they will disappear quickly quent vs. infrequent
from traditional cultures, even with powerful These PD differences can be illustrated on
global telecommunication systems. Recent the Web by examining university websites
research has shown that the dimensions have from two countries with very different PD
remained quite stable for the last twenty years. indices (Figures 2 and 3). The Universiti
Utara Malaysia (www.uum.
edu.my/) is located in
Malaysia, a country with a
PD index rating of 104, the
highest in Hofstede’s analysis.
The website from the
Ichthus Hogeschool (www.
ichthus-rdam.nl/) and the
Technische Universiteit Eind-
hoven (www.tue.nl/) are
located in the Netherlands,
with a PD index rating of 38.
Note the differences in the
two groups of websites. The
Malaysian website features
strong axial symmetry, a
focus on the official seal of
the university, photographs
of faculty or administration
leaders conferring degrees,
and monumental buildings
Figure 2. High power distance: Malaysian Unversity website. in which people play a small

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At work, collectivist
cultures value training,
physical conditions, skills,
and the intrinsic rewards
of mastery. In family
relations, they value har-
mony more than hon-
esty/truth (and silence
more than speech), use
shame to achieve behav-
ioral goals, and strive to
maintain face. Their
societies and govern-
ments place collective
social-economic inter-
ests over the individual,
Figure 3a. Low power distance: Dutch Educational website.

role. A top-level menu selection provides a


detailed explanation of the symbolism of the
official seal and information about the leaders
of the university.
The Dutch websites feature an emphasis
on students (not leaders), a stronger use of
asymmetric layout, and photos of both gen-
ders in illustrations. These websites emphasize
the power of students as WebCam and take
their own tour of the Ichthus Hogeschool.

Individualism vs. Collectivism


Individualism in cultures implies loose ties;
everyone is expected to look after one’s self or
immediate family but no one else. Collec-
tivism implies that people are integrated from
Figure 3b. Low power distance: Dutch Educational website.
birth into strong, cohesive groups that protect
them in exchange for unquestioning loyalty. may invade private life and regulate opinions,
Hofstede found that individualistic cul- favor laws and rights for groups over individ-
tures value personal time, freedom, challenge, uals, dominate the economy, control the press,
and such extrinsic motivators as material and profess the ideologies of harmony, con-
rewards at work. In family relations, they val- sensus, and equality.
ue honesty/truth, talking things out, using Based on this definition, we believe indi-
guilt to achieve behavioral goals, and main- vidualism and collectivism may influence the
taining self-respect. Their societies and gov- following aspects of user-interface and Web
ernments place individual social-economic design:
interests over the group, maintain strong • Motivation based on personal achieve-
rights to privacy, nurture strong private opin- ment: maximized (expect the extra-ordi-
ions (expected from everyone), restrain the nary) for individualist cultures vs.
power of the state in the economy, emphasize underplayed (in favor of group achieve-
the political power of voters, maintain strong ment) for collectivist cultures.
freedom of the press, and profess the ideolo- • Images of success: demonstrated through
gies of self-actualization, self-realization, self- materialism and consumerism vs.
government, and freedom. achievement of social-political agendas.

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• Rhetorical style: controversial/ The third image (Figure 6) shows a lower
argumentative speech and tolerance or level of the Costa Rican website.
encouragement of extreme claims vs. Note the differences in the two groups of
official slogans and subdued hyperbole websites. The USA website features an
and controversy. emphasis on the visitor, his/her goals, and pos-
• Prominence given youth and action vs. sible actions in coming to the park. The Cos-
aged, experienced, wise leaders and ta Rican website features an emphasis on
states of being. nature, downplays the individual tourist, and
• Importance given individuals vs. prod- uses a slogan to emphasize a national agenda.
ucts shown by themselves or with groups. An even more startling difference lies below
• Underlying sense of social morality: the “What’s Cool” menu. Instead of a typical
emphasis on truth vs. relationships. Western display of new technology or experi-
• Emphasis on change: what is new and ence to consume, the screen is filled with a
unique vs. tradition and history. massive political announcement that the Cos-
• Willingness to provide personal informa- ta Rican government has signed an interna-
tion vs. protection of personal data differ- tional agreement against the exploitation of
entiating the individual from the group. children and adolescents.

Masculinity vs. Femininity (MAS)


Masculinity and femininity refer to gender
roles, not physical characteristics. Hofstede
focuses on the traditional assignment to mas-
culine roles of assertiveness, competition, and
toughness, and to feminine roles of orienta-
tion to home and children, people, and ten-
derness. He acknowledges that in different
cultures different professions are dominated
by different genders. (For example, women
dominate the medical profession in the Soviet
Union, while men dominate in the USA.) But
in masculine cultures, the traditional distinc-
tions are strongly maintained, while feminine
cultures tend to collapse the distinctions and
Figure 4. High individualist value: US National Park website. overlap gender roles (both men and women

The effects of these


differences can be illus-
trated on the Web by
examining national park
websites from two coun-
tries with very different
IC indices (Figures 4 and
5). The Glacier Bay
National Park website has
an index rating of 91.
The website from the
National Parks of Costa
Rica (www.tourismcos-
tarica.com/) is located
in a country with an IC
index rating of 15. Figure 5. Low individualist value: Costa Rican National Park website.

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can exhibit modesty, tender-
ness, and a concern with both
quality of life and material
success). Traditional mascu-
line work goals include earn-
ings, recognition, advance-
ment, and challenge. Tradi-
tional feminine work goals
include good relations with
supervisors, peers, and subor-
dinates; good living and
working conditions; and
employment security
The following list shows
some typical masculinity
(MAS) index values, where a
high value implies a strongly
masculine culture:
95 Japan
79 Austria
63 South Africa Figure 6. Costa Rican website “What’s Cool” contents: Political message about exploitation of
children.
62 USA
53 Arab countries Examples of MAS differences on the Web
47 Israel can be illustrated by examining websites from
43 France countries with very different MAS indices
39 South Korea (Figures 7, 8 and 9). The Woman.Excite web-
05 Sweden site (woman.excite.co.jp) is located in Japan,
Since Hofstede’s definition focuses on the which has the highest MAS value (95). The
balance between roles and relationships, we website narrowly orients its search portal
believe masculinity and femininity may be toward a specific gender, which this company
expressed on the Web through different does not do in other countries.
emphases. High-masculinity cultures would The ChickClick (www.chickclick.com/)
focus on the following user-interface and USA website (MAS = 52) consciously pro-
design elements: motes the autonomy of young women
• Traditional gender/family/age (although it leaves out later stages in a wom-
distinctions. an’s life).
• Work tasks, roles, and mastery, with The Excite website (www.excite.com.se/)
quick results for limited tasks. from Sweden, with the lowest MF value 5,
• Navigation oriented to exploration makes no distinction in gender or age. (With
and control. the exception of the Netherlands, another low
• Attention gained through games and MAS country, all other European websites
competitions. provide more pre-selected information.)
• Graphics, sound, and animation used for
utilitarian purposes. Uncertainty Avoidance (UA)
Feminine cultures would emphasize the People vary in the extent that they feel anxiety
following user-interface elements: about uncertain or unknown matters, as
• Blurring of gender roles. opposed to the more universal feeling of fear
• Mutual cooperation, exchange, and sup- caused by known or understood threats. Cul-
port, (rather than mastery and winning). tures vary in their avoidance of uncertainty,
• Attention gained through poetry, visual creating different rituals and having different
aesthetics, and appeals to unifying values. values regarding formality, punctuality, legal-

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Figure 7. High masculinity website: Excite.com for women in Japan

and high numbers of


prisoners per capita.
Businesses may have
more formal rules, re-
quire longer career
commitments, and focus
on tactical operations
rather than strategy.
These cultures tend to
be expressive; people
talk with their hands,
raise their voices, and
show emotions. People
seem active, emotional,
even aggressive; shun
ambiguous situations;
and expect structure in
organizations, institu-
tions, and relationships
to help make events
clearly interpretable
Figure 8. Medium masculinity website: ChickClick.com in the USA.
and predictable. Teach-
ers are expected to be
religious-social requirements, and tolerance experts who know the answers and may speak
for ambiguity. in cryptic language that excludes novices.
Hofstede notes that cultures with high In high UA cultures, what is different may
uncertainty avoidance tend to have high rates be viewed as a threat, and what is “dirty”
of suicide, alcoholism, and accidental deaths, (unconventional) is often equated with what

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is dangerous. By con-
trast, low UA cultures
tend to have higher caf-
feine consumption,
lower calorie intake,
higher heart-disease
death rates, and more
chronic psychosis per
capita. Businesses may
be more informal and
focus more on long-
range strategic matters
than day-to-day opera-
tions. These cultures
tend to be less expres-
sive and less openly
anxious; people behave
quietly without show-
ing aggression or strong
emotions (though their
caffeine consumption
may be intended to Figure 9. Low masculinity website: Swedish Excite.com.
combat depression from
their inability to express their feelings). People • Acceptance (even encouragement) of
seem easy-going, even relaxed. Teachers may wandering and risk, with a stigma on
not know all the answers (or there may be “over-protection.”
more than one correct answer), run more • Less control of navigation; for example,
open-ended classes, and are expected to speak links might open new windows leading
in plain language. In these cultures, what is away from the original location.
different may be viewed as simply curious, or • Mental models and help systems might
perhaps ridiculous. focus on understanding underlying con-
Based on this definition, we believe uncer- cepts rather than narrow tasks.
tainty avoidance may influence contrary • Coding of color, typography, and sound
aspects of user-interface and Web design. to maximize information (multiple links
High-UA cultures would emphasize the without redundant cueing).
following: Examples of UA differences can be illus-
• Simplicity, with clear metaphors, limited trated on the Web by examining airline web-
choices, and restricted amounts of data. sites from two countries with very different
• Attempts to reveal or forecast the UA indices (Figures 10 and 11). The Sabena
results or implications of actions before Airlines website (www.sabena.com/) is located
users act. in Belgium, a country with a UA of 94, the
• Navigation schemes intended to prevent highest of the cultures studied. This website
users from becoming lost. shows a home page with very simple, clear
• Mental models and help systems that imagery and limited choices.
focus on reducing “user errors.” The British Airways website (www.british-
• Redundant cues (color, typography, airways.com/) from the United Kingdom
sound, etc.) to reduce ambiguity. (UA = 35) shows much more complexity of
Low UA cultures would emphasize the content and choices with popup windows,
reverse: multiple types of interface controls, and “hid-
• Complexity with maximal content den” content that must be displayed by
and choices. scrolling.

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in Asian countries that
had been influenced by
Confucian philosophy
over many thousands of
years. Hofstede and
Bond found such coun-
tries shared these beliefs:
• A stable society
requires unequal
relations.
• The family is the
prototype of all
social organiza-
tions; consequent-
ly, older people
(parents) have
more authority
than younger peo-
ple (and men more
than women).
• Virtuous behavior
Figure 10. High uncertainty avoidance: Sabema Airlines website from Belgium.

Figure 11. Low uncertainty avoidance: British Airways website from United Kingdom.

Long- vs. Short-Term Time Orientation to others means not treating them as one
In the early 1980s, shortly after Hofstede first would not like to be treated.
formulated his cultural dimensions, work by • Virtuous behavior in work means trying
Michael Bond convinced him that a fifth to acquire skills and education, working
dimension needed to be defined. Long-Term hard, and being frugal, patient, and
Orientation seemed to play an important role persevering.

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Western countries, by contrast, were more tries with different LT values (Figures 12 and
likely to promote equal relationships, 13). The Siemens website (www.siemens.
emphasize individualism, focus on treating co.de/) from Germany (LT=31) shows a typi-
others as you would like to be treated, and cal Western corporate layout that emphasizes
find fulfillment through creativity and self- crisp, clean functional design aimed at achiev-
actualization. When Hofstede and Bond ing goals quickly.
developed a survey specifically for Asia and The Chinese version from Beijing requires
reevaluated earlier data, they found that more patience to achieve navigational and
long-term orientation cancelled out some of functional goals.
the effects of Masculinity/Femininity and
Uncertainty Avoidance. They concluded that Conclusions
Asian countries are oriented to practice and Hofstede notes that some cultural relativism is
the search for virtuous behavior while West- necessary: it is difficult to establish absolute
ern countries are oriented to belief and the criteria for what is noble and what is disgust-
search for truth. Of the 23 countries com- ing. There is no escaping bias; all people
pared, the following showed the most develop cultural values based on their envi-
extreme values: ronment and early training as children. Not
118 China (ranked 1) everyone in a society fits the cultural pattern
80 Japan (4) precisely, but there is enough statistical regu-
29 USA (17) larity to identify trends and tendencies. These
0 Pakistan (23) trends and tendencies should not be treated as
Based on this definition, high LT countries defective or used to create negative stereotypes
would emphasize the following aspects of but recognized as different patterns of values
user-interface design: and thought. In a multi-cultural world, it is
• Content focused on practice and necessary to cooperate to achieve practical
practical value. goals without requiring everyone to think, act,
• Relationships as and believe identically.
a source of information and This review of cultural dimensions raises
credibility.
• Patience in achiev-
ing results and
goals.
Low LT countries
would emphasize the
contrary:
• Content focused
on truth and cer-
tainty of beliefs.
• Rules as a source
of information and
credibility.
• Desire for immedi-
ate results and
achievement of
goals.
Examples of LTO
differences on the Web
can be illustrated by
examining versions of
the same company’s
website from two coun- Figure 12 Low Long-term orientation: website form Siemens Germany.

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Figure 13: High Long-Term Orientation: website fromSiemens in China.

many issues about UI design, especially for the these sites focus on tradition? Skills?
Web. We have explored a number of design Expertise? Earning power?
differences through sample websites but other, • How should online teachers or trainers
more strategic questions remain. In crafting act—as friends or gurus?
websites and Web applications, the questions • Would job sites differ for individualist
can be narrow or broad: vs. collectivist cultures?
• How formal or rewarding should • Should there be different sites for men
interaction be? and women in different cultures?
• What will motivate different groups of • Would personal Webcams be OK or
people? Money? Fame? Honor? Not OK?
Achievement? • How much advertising hyperbole could
• How much conflict can people tolerate be tolerated in a collective culture
in content or style of argumentation? focused on modesty?
• Should sincerity, harmony, or honesty be • Would an emphasis on truth as opposed
used to make appeals? to practice and virtue require different
• What role exists for personal opinion vs. types of procedural websites for Western
group opinion? or Asian audiences?
• How well are ambiguity and uncertainty Finally, if crosscultural theory becomes an
avoidance received? accepted element of user-interface design,
• Will shame or guilt constrain negative then we need to change our current practices
behavior? and develop new tools. We need to make it
• What role should community values feasible to develop multiple versions of web-
play in individualist vs collectivist sites in a cost-effective manner, perhaps
cultures? through templates or through specific version-
Other questions might relate to specific ing tools. As the Web continues to develop
types of websites: globally, answering these questions, and
• Does the objective of distance learning exploring, then exploiting, these dimensions
change what can be learned in individu- of culture, will become a necessity and not an
alist vs. collectivist cultures? Should option for successful theory and practice.

44 i n t e r a c t i o n s . . . j u l y + a u g u s t 2 0 0 0
Hofstede’s Dimensions of Culture

LEGEND:
PDI:
Power distance index

IDV:
Individualism index

MAS:
Masculinity index

UAI:
Uncertainty avoidance
index

LTO:
Long-term orientation
index

Table from: Hofstede, Geert,


Cultures and Organizations:
Software of the Mind: Inter-
cultural Cooperation and its
Importance for Survival,
McGraw Hill, New York, 1991

i n t e r a c t i o n s . . . j u l y + a u g u s t 2 0 0 0 45
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PRIOR SPECIFIC PERMISSION AND/OR A 9. Lewis, Richard, When Cultures Collide, Nicholas 10. Native-American-oriented website:
FEE. © ACM 1072-5220/00/0700 Brealey, London, 1991. hanksville.org/NAresources/
$5.00
10. Marcus, Aaron, “International and Intercultural 11. Simplified English: userlab.com/SE.html
User-Interface Design,” in Stephanidis, Constantine, 12. Women: wow.com, oxygen.com, chickclick.com
ed., User Interfaces for All, Lawrence Erlbaum, New 13. www.HCIBib.org//SIGCHI/Intercultural

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