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Building a user-focused information
architecture
Devin Asaro, Content Strategist — @copydev

Greg Harron, UX Strategist — @gregharron
#IAatDMFB
What is information architecture?
#IAatDMFB
IA is not
just your
sitemap
#IAatDMFB image source: http://bit.ly/1JFL0MU
IA is not
just your
content
model
#IAatDMFB image source: http://bit.ly/1JFL0MU
IA is not
just your
taxonomy
#IAatDMFB image source: http://bit.ly/1JFL0MU
IA is not
just your
metadata
#IAatDMFB image source: http://bit.ly/1JFL0MU
IA is not
just your
tagging
structure
#IAatDMFB image source: http://bit.ly/1JFL0MU
IA is not
just your
product
hierarchy
#IAatDMFB image source: http://bit.ly/1JFL0MU
“On the web, IA is structured information
that contributes to the relationship of
meaning between a website and the
people who use it.
HERE’S OUR DEFINITION
”#IAatDMFB @copydev
On the web, IA is structured information
that contributes to the relationship of
meaning between a website and the
people who use it.
(This is a two-way relationship)
“
”
HERE’S OUR DEFINITION
#IAatDMFB
(Actually… three)
On the web, IA is structured information
that contributes to the relationship of
meaning between a website and the
people and programs that use it.
“
”
HERE’S OUR DEFINITION
#IAatDMFB
Information architecture is about helping
people understand their surroundings and
find what they're looking for—in the real
world as well as online.
— The IA Institute
http://bit.ly/1EE08pT
“
”
BUT OTHER PEOPLE SAY SMART STUFF, TOO…
#IAatDMFB
— Louis Rosenfeld
http://bit.ly/1F7iPWn
[Information architecture is] the art and
science of structuring, organizing and
labeling information to help people find
and manage information.
“
”#IAatDMFB
Notice a pattern?
#IAatDMFB
image source: http://bit.ly/1bPp2eJ
The world is confusing.
We’re here to help people navigate it.
#IAatDMFB
image source: http://bit.ly/1bPp2eJ
IA isn’t just for
information architects,
just as design isn’t just
for designers.
IA is for business
people, too.
#IAatDMFB
#IAatDMFB
My company can’t agree on anything.
Do we need to fix our culture before we
can build our IA?
Yes and no
#IAatDMFB
IA can actually help you overcome
organizational conflicts.
No.
#IAatDMFB
First, you have to agree to reframe your
thinking, and seek a common
solution.
…but yes.
And that takes some doing.
#IAatDMFB
#IAatDMFB
How do we do it?
Phase One:
Establishing IA Foundation
image source: http://bit.ly/1H1Qsqw
#IAatDMFB
First rule:
Let your users make the
important decisions.
image source: http://bit.ly/1AWWLcW
#IAatDMFB
Second rule:
To create change, you have to look
for new sources of information.
#IAatDMFB image source: http://bit.ly/1zZP9eF
Interaction
How do we get raw user
information?
Observation
In the lab In the wild
image source: http://bit.ly/1L0qZlhimage source: https://flic.kr/p/doVSMj#IAatDMFB
image source: http://bit.ly/1A09m3T
Users ≠ Customers
Your website is also an internal tool
Lay out your tools
(in no particular order)
image source: http://bit.ly/1E5uWPv
Gather your tools
Avoid the temptation to organize them
image source: bit.ly/1cA1qvk
Your CEO is NOT a primary user
Balance opinion against empirical data
image source: http://bit.ly/1zXefL6
Phase Two:
Create logical groupings
#IAatDMFB
!
Restore order and corral the chaos
#IAatDMFB
image source: http://bit.ly/1zZPCgG
#IAatDMFB
What do you need?
Ingredient #1: Doggie bag from Phase 1
#IAatDMFB image source: http://bit.ly/1zXefL6
Ingredient #2: Real live users
#IAatDMFB image source: http://bit.ly/1L1YPX3
Secret Ingredients:
Pinch of courage + dash of speed
#IAatDMFB
image source: http://bit.ly/1ECscuu
But first, let’s demystify this card sorting stuff.
What is card sorting?
#IAatDMFB
…and there you have it.
#IAatDMFB
What are we looking for?
!
!
!
!
Consistency with user expectations!
• natural groupings based on user mindset
• clear, distinct meaning
• mental models of how things relate to one another
ambiguities
terminology usage/understanding
concept overlap
#IAatDMFB
#IAatDMFB
Open and/or closed
!
OPEN = what things go together?
CLOSED = test your labels
HYBRID = test labels, allow user to customize
!
Ideally, Open THEN Closed
!
!
!
#IAatDMFB
Scenario 1: Wide Open
image source: http://bit.ly/1JdgBYi
Users sort cards into
logical groupings and
provide a label for each
category
Open Card Sort
#IAatDMFB
Scenario 2: Round Holes?
#IAatDMFB
image source: http://bit.ly/1A0kC0D
#IAatDMFB
Closed/Hybrid Card Sort
Hybrid Card Sorting
exercise to identify
common groupings and
understand user mental
models for information
architecture.Users sort cards to predefined
categories.
!
With Hybrid version, users also
have option to create new
categories if they don’t see a
true fit.
For best results…
Mash up your methods
!
!
#IAatDMFB
• open vs closed
• physical vs digital
• moderated vs unmoderated
!
• compare user and business stakeholder
results
Practical stuff
!
1.30-40 cards is optimal, 50-60 max
2.Randomize card order (and categories if doing closed sort)
3.Vary wording and terminology on cards
4.Set time/workload expectations with participants up front
5.Encourage the participant to think aloud
6.Ask follow-up questions
#IAatDMFB
Analyze results
-Similarity - which cards were grouped together most commonly
-Categorization - how often did cards get grouped to the same category
-Qualitative review of notes and observations
#IAatDMFB
!
Visualization
of data
clusters,
showing % of
participants in
agreement
with category
groupings.
What did we learn from this highlighted data point?
Dendograms
Toolkit #1
Toolkit #2
Similarity Matrix
#IAatDMFB
Shows % of
participants that
grouped pairs of cards
together - Highlights
common pairings/
clusters.
Let the data do the talking
#IAatDMFB
image source: http://bit.ly/1K6gLSQ
Plenty o’ fish
Lots of online tool options out there.
OptimalSort
UserZoom
UsabilityTools
ConceptCodify
SimpleCardSort
xSort
and more…
#IAatDMFB
What now?
#IAatDMFB
image source: http://bit.ly/1JHzhNX
We want to identify
this path BEFORE
we pave.
#IAatDMFB
Tree Test
Scenario-based test to quickly test intuitiveness of site navigation and
architecture BEFORE building the site.
#IAatDMFB
Tree Test Results
Rich data generated automatically to support navigation and architecture decision making.
#IAatDMFB
Tree Test Participant Paths &
Destinations Results
See how users navigated for each scenario
#IAatDMFB
#IAatDMFB
End Result:
User-Validated Information Architecture
Questions?
Devin Asaro, Content Strategist @copydev
Greg Harron, UX Strategist @gregharron
#IAatDMFB

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Building a User-Focused Information Architecture

  • 1. Building a user-focused information architecture Devin Asaro, Content Strategist — @copydev
 Greg Harron, UX Strategist — @gregharron #IAatDMFB
  • 2. What is information architecture? #IAatDMFB
  • 3. IA is not just your sitemap #IAatDMFB image source: http://bit.ly/1JFL0MU
  • 4. IA is not just your content model #IAatDMFB image source: http://bit.ly/1JFL0MU
  • 5. IA is not just your taxonomy #IAatDMFB image source: http://bit.ly/1JFL0MU
  • 6. IA is not just your metadata #IAatDMFB image source: http://bit.ly/1JFL0MU
  • 7. IA is not just your tagging structure #IAatDMFB image source: http://bit.ly/1JFL0MU
  • 8. IA is not just your product hierarchy #IAatDMFB image source: http://bit.ly/1JFL0MU
  • 9. “On the web, IA is structured information that contributes to the relationship of meaning between a website and the people who use it. HERE’S OUR DEFINITION ”#IAatDMFB @copydev
  • 10. On the web, IA is structured information that contributes to the relationship of meaning between a website and the people who use it. (This is a two-way relationship) “ ” HERE’S OUR DEFINITION #IAatDMFB
  • 11. (Actually… three) On the web, IA is structured information that contributes to the relationship of meaning between a website and the people and programs that use it. “ ” HERE’S OUR DEFINITION #IAatDMFB
  • 12. Information architecture is about helping people understand their surroundings and find what they're looking for—in the real world as well as online. — The IA Institute http://bit.ly/1EE08pT “ ” BUT OTHER PEOPLE SAY SMART STUFF, TOO… #IAatDMFB
  • 13. — Louis Rosenfeld http://bit.ly/1F7iPWn [Information architecture is] the art and science of structuring, organizing and labeling information to help people find and manage information. “ ”#IAatDMFB
  • 14. Notice a pattern? #IAatDMFB image source: http://bit.ly/1bPp2eJ
  • 15. The world is confusing. We’re here to help people navigate it. #IAatDMFB image source: http://bit.ly/1bPp2eJ
  • 16. IA isn’t just for information architects, just as design isn’t just for designers. IA is for business people, too. #IAatDMFB
  • 18. My company can’t agree on anything. Do we need to fix our culture before we can build our IA? Yes and no #IAatDMFB
  • 19. IA can actually help you overcome organizational conflicts. No. #IAatDMFB
  • 20. First, you have to agree to reframe your thinking, and seek a common solution. …but yes. And that takes some doing. #IAatDMFB
  • 22. Phase One: Establishing IA Foundation image source: http://bit.ly/1H1Qsqw #IAatDMFB
  • 23. First rule: Let your users make the important decisions. image source: http://bit.ly/1AWWLcW #IAatDMFB
  • 24. Second rule: To create change, you have to look for new sources of information. #IAatDMFB image source: http://bit.ly/1zZP9eF
  • 25. Interaction How do we get raw user information? Observation In the lab In the wild image source: http://bit.ly/1L0qZlhimage source: https://flic.kr/p/doVSMj#IAatDMFB
  • 26. image source: http://bit.ly/1A09m3T Users ≠ Customers Your website is also an internal tool
  • 27. Lay out your tools (in no particular order) image source: http://bit.ly/1E5uWPv Gather your tools Avoid the temptation to organize them
  • 28. image source: bit.ly/1cA1qvk Your CEO is NOT a primary user Balance opinion against empirical data
  • 29. image source: http://bit.ly/1zXefL6 Phase Two: Create logical groupings #IAatDMFB
  • 30. ! Restore order and corral the chaos #IAatDMFB image source: http://bit.ly/1zZPCgG
  • 32. Ingredient #1: Doggie bag from Phase 1 #IAatDMFB image source: http://bit.ly/1zXefL6
  • 33. Ingredient #2: Real live users #IAatDMFB image source: http://bit.ly/1L1YPX3
  • 34. Secret Ingredients: Pinch of courage + dash of speed #IAatDMFB image source: http://bit.ly/1ECscuu
  • 35. But first, let’s demystify this card sorting stuff. What is card sorting? #IAatDMFB
  • 36. …and there you have it. #IAatDMFB
  • 37. What are we looking for? ! ! ! ! Consistency with user expectations! • natural groupings based on user mindset • clear, distinct meaning • mental models of how things relate to one another ambiguities terminology usage/understanding concept overlap #IAatDMFB
  • 38. #IAatDMFB Open and/or closed ! OPEN = what things go together? CLOSED = test your labels HYBRID = test labels, allow user to customize ! Ideally, Open THEN Closed ! ! !
  • 39. #IAatDMFB Scenario 1: Wide Open image source: http://bit.ly/1JdgBYi
  • 40. Users sort cards into logical groupings and provide a label for each category Open Card Sort #IAatDMFB
  • 41. Scenario 2: Round Holes? #IAatDMFB image source: http://bit.ly/1A0kC0D
  • 42. #IAatDMFB Closed/Hybrid Card Sort Hybrid Card Sorting exercise to identify common groupings and understand user mental models for information architecture.Users sort cards to predefined categories. ! With Hybrid version, users also have option to create new categories if they don’t see a true fit.
  • 43. For best results… Mash up your methods ! ! #IAatDMFB • open vs closed • physical vs digital • moderated vs unmoderated ! • compare user and business stakeholder results
  • 44. Practical stuff ! 1.30-40 cards is optimal, 50-60 max 2.Randomize card order (and categories if doing closed sort) 3.Vary wording and terminology on cards 4.Set time/workload expectations with participants up front 5.Encourage the participant to think aloud 6.Ask follow-up questions
  • 45. #IAatDMFB Analyze results -Similarity - which cards were grouped together most commonly -Categorization - how often did cards get grouped to the same category -Qualitative review of notes and observations
  • 46. #IAatDMFB ! Visualization of data clusters, showing % of participants in agreement with category groupings. What did we learn from this highlighted data point? Dendograms
  • 47. Toolkit #1 Toolkit #2 Similarity Matrix #IAatDMFB Shows % of participants that grouped pairs of cards together - Highlights common pairings/ clusters.
  • 48. Let the data do the talking #IAatDMFB image source: http://bit.ly/1K6gLSQ
  • 49. Plenty o’ fish Lots of online tool options out there. OptimalSort UserZoom UsabilityTools ConceptCodify SimpleCardSort xSort and more… #IAatDMFB
  • 50. What now? #IAatDMFB image source: http://bit.ly/1JHzhNX
  • 51. We want to identify this path BEFORE we pave. #IAatDMFB
  • 52. Tree Test Scenario-based test to quickly test intuitiveness of site navigation and architecture BEFORE building the site. #IAatDMFB
  • 53. Tree Test Results Rich data generated automatically to support navigation and architecture decision making. #IAatDMFB
  • 54. Tree Test Participant Paths & Destinations Results See how users navigated for each scenario #IAatDMFB
  • 56. Questions? Devin Asaro, Content Strategist @copydev Greg Harron, UX Strategist @gregharron #IAatDMFB