Introduction to Information Architecture & Design
School of Visual Arts | June 21, 2014 Robert Stribley
Today’s presentation will be available on
SlideShare following the workshop:
www.slideshare.net/stribs
Butterfly on the New York City Highline
Pattern
Recognition:
In cognitive
psychology, the
ability to identify
familiar forms
within a complex
arrangement of
sensory stimuli
Butterflies Labeled by Species
Intro
Robert Stribley
@stribs
• I’m an Associate
Experience Director at
Razorfish
• I like literature, cinema,
music, photography,
cycling
• I drink coffee
Introduction
My clients have included:
• Bank of America, PNC, Wachovia
• JPMorgan, Morgan Stanley,
Oppenheimer Funds, PNC,
Prudential, Smith Barney, T. Rowe
Price
• Boston Scientific, Nasonex
• Choice Hotels, RCI
• Computer Associates, EMC
• Ford, Lincoln
• AT&T, Nextel
• Day One, Red Cross
• Pearson, Travel Channel,
Women’s Wear Daily
Intro
About You
•What’s your name?
•What do you do for work?
•What do you do for fun?
•Coffee, tea or bottled water?
Introduction
Intro
Goals of this workshop
•Understand the basic concepts of
information architecture
•Experience the general process and
techniques used on a design project
•Review the basic deliverables an
information architect develops within a
project
Introduction
Agenda
Agenda
Morning
• Background
• Design Process
• Our Project
• User Research
• Competitive Review
• Personas
• Lunch
Agenda
Agenda
Afternoon
• Card Sorting
• Site Maps
• Page Types
• Navigation
• Sketching
• Wireframes
• Q&A
Agenda
Background
Background
in•for•ma•tion ar•chi•tec•ture n.
Background: Defining IA
• The combination of organization,
labeling, and navigation schemes within
an information system.
• The structural design of an information
space to facilitate task completion and
intuitive access to content.
• The art and science of structuring and
classifying web sites and intranets to help
people find and manage information.
• An emerging discipline and community of
practice focused on bringing principles of
design and architecture to the digital
landscape.
Information Architecture for the World Wide Web (1st Edition), p. 4, Rosenfeld and Morville
Navigation
Interaction
Art/Science
Discipline/
Community
Background
“It's hard to say who really is an
information architect. In some
sense, we all are.”
— Alex Wright, Author Glut
Background: Defining IA
userscontent
context
IA
Background: Defining IA
Interface
(skin)
information architecture
(skeleton)
Background: Defining IA
Design Process
metaphor: architectural plans
Flickr.com: Cornell University Library
Background: Defining IA
Background: History
A Brief History of IA
1975
• Richard Saul Wurman coined the term “information
architecture” to describe the field now more often
described as “information design”
1994
• Formation of Argus Associates in Ann Arbor, MI,
the first firm devoted to IA
1998
• First edition of Peter Morville and Lou Rosenfeld’s
Information Architecture for the World Wide Web,
affectionately known as “The Polar Bear” book
Partially adapted from: “A brief history of information architecture” by Peter Morville and Information Architecture:
Designing information environments for purpose, edited by Alan Gilchrist and Barry Mahon
A Brief History of IA
2000
• First IA Summit, Boston, MA – Defining
Information Architecture
2002
• Boxes & Arrows, online journal for information
architects goes live
• 3 new books on IA published, including Jesse
James Garrett’s The Elements of User
Experience
2015
• 15th Annual IA Summit held in Minneapolis, MN,
April 22-26
Background: History
Design Process
Project phases
by Harold Kerzner
Design Process
Discovery Definition Design Development
Design Process
Design Process
Discovery Definition Design Development
• Stakeholder interviews
• Business requirements
• Competitive & comparative audits
• User research
• Site inventory
Design Process
Design Process
Discovery Definition Design Development
•Personas
•Content Audit
•Card sorts
•Use Cases
•Sketching
•Site Map
•Creative Brief
•UX Brief
Design Process
Design Process
Discovery Definition Design Development
• Site Map
• Task Flows
• Sketching
• Wireframes
• Stakeholder Reviews
• Visual Design
• Prototype
• Usability Testing
• Functional Specifications
Design Process
Design Process
Discovery Definition Design Development
•Site Development
•User Acceptance
Testing (UAT)
•Quality Assurance
(QA)
•Usability Testing
Design Process
Background
IA Deliverables
site map
features/functionality
inventory
comparative/competitive
review
requirements document
personas
sketches
use cases
user flows prototype
wireframes
discover designdefine
experience brief
Deliverables
Our Project
What to do?
Our Project
Our Project
Events.com wants to revamp its website to
become the go-to online resource for people
wanting to attend or promote events across
the United States.
Our Project
Discover
User Research
User Research in Copenhagen’s Elderly Homes
User Research
“Through research, we aim to learn
enough about the business goals,
the users, and the information
ecology to develop a solid strategy.”
– Louis Rosenfeld & Peter Morville
Discovery: User Research
User Research
Methodology
• Focus Groups
• Surveys
• Interviews
Goals
• Identify patterns and trends in user behavior,
tasks, preferences, obstacles.
Discovery: User Research
User Research
Class Exercise: Survey Questions
• How do you learn about events in NYC?
• What type of events are you interested in?
• What’s more important to you:
– Price
– Type of Event
– Location
– Date
• How often do you attend the events?
• Do you ever need to promote an event?
• Do you ever invite people to an event?
Discovery: User Research
Competitive Review
image by
brandon schauer
Discovery: Competitive Audit
“This type of assessment helps set an
industry ‘marker’ by looking at what the
competition is up to, what features and
functionalities are standard, and how others
have solved the same problems you might
be tasked with.”
– Dorelle Rabinowitz
Discovery: Competitive Review
Competitive Review
Heuristic Evaluation
… involves evaluators examining the
interface and judging its compliance
with recognized usability principles
(the ‘heuristics’)
- Wikipedia
Discovery: Competitive Review
Self Study
For a more detailed explanation of heuristic evaluation, see Jakob Nielsen’s Ten Usability Heuristics.
Competitive Review
Sample Usability Criteria
These examples aren’t comprehensive. Appropriate criteria will depend on the project to be completed.
Home Page
• Are home page elements appropriately weighted and distributed?
• Is information clustered in meaningful ways?
Navigation
• Is the navigation structure concise and consistent?
• Are paths to important information intuitive and unobstructed?
Content
• Is content current? Are there visible indications of content freshness?
• Is content properly adapted for the Web? Is tone of voice consistent throughout content? Is
content chunked appropriately?
• Are headings and titles scannable?
Design
• Are colors appropriate to the Web? Is white space used appropriately? Is text readable?
Search
• Are search results relevant and cleanly presented?
Functionality
• Are functionality and forms efficiently designed?
Messaging
• Are errors messages clear on the site? Is help readily available to users?
• Are there appropriate means for user feedback?
Discovery: Competitive Review
Competitive Review
Methodology
•Review and analyze competitor sites
according to particular criteria
•Draw key findings, which can influence
and guide IA through the design phase
•Include a scorecard for high-level
comparison of points across all sites
Also: Comparative Reviews
Discovery: Competitive Review
Competitive Review
Competitors
Discovery: Competitive Review
Competitive Review
Key Findings
• Search prominent on each site
• Need for filtering events
• Calendars are helpful, but not always prominent
• Profiles and social features common, but handled with varying
degrees of detail
• Free events are often highlighted
• Event detail pages vary, may have maps, RSVP, sharing, rating,
commenting functionality
• Displaying other venues and restaurants adds utility
• Option to add or promote an event isn’t always prominent
Discovery: Competitive Review
Competitive Review
What else have we learned?
• Who are the audiences of these sites?
• What are the strengths of these sites?
• What are their weaknesses?
• How might another event site differentiate
itself from these sites?
Discovery: Competitive Review
Define
Personas
Created at Personas: http://personas.media.mit.edu
Personas is a component of the Metropath(ologies) exhibit, recently
on display at the MIT Museum by the Sociable Media Group from the
MIT Media Lab . It uses sophisticated natural language processing
and the Internet to create a data portrait of one's aggregated online
identity. In short, Personas shows you how the Internet sees you.
Personas
“Personas summarize user research findings
and bring that research to life in such a way
that everyone can make decisions based on
these personas, not based on themselves.”
– Steve Mulder
Definition: Personas
Personas
Methodology
• Cluster Analysis
Goals
• Create a narrative
based on real data to
illustrate user
behavior, motivations,
goals
Definition: Personas
Small Budget
Big Budget
PlannerPromoter
Personas
Characteristics of Effective Personas
• Varied and distinct
• Detailed
• Not weighed down with minutiae
• Tied into business-specific goals
• Backed by data
Definition: Personas
Definition: Personas
SabrinaJenny DonnyJerry
Sabrina, 27
The party planner
Location:
Gramercy Park
Attitude:
Organized, outgoing
Financial Perspective:
Generous, bit of spendthrift
Online Habits:
Avid user of social networking sites,
Twitter, Facebook, etc
Events:
Wine tastings, gallery openings
Quote:
“I love getting bunches of friends
together to attend all these NYC
events. There’s so much great stuff to
do in this city!”
Small Budget
Big Budget
PlannerPromoter
PersonasDefinition: Personas
Jerry, 44
The out-of-towner
Location:
Cincinnati, OH
Attitude:
Casual, yet adventurous
Financial Perspective:
Moderate spender
Online Habits:
Utilitarian use of the Web to
research trips, read about the arts
and pay bills
Events:
Museums, visiting landmarks, tours
Quote:
“I’m visiting the Big Apple with my
wife and we want to check out
some art-related events.”
Small Budget
Big Budget
PlannerPromoter
Definition: Personas
Personas
Donny, 38
The local comedian
Location:
East Village
Attitude:
Laidback, loosely organized
Financial Perspective:
Frugal, paycheck to paycheck
Online Habits:
Spends time networking, promoting his
act online, haunts comedy sites
Events:
Comedy slams, variety shows
Quote:
“I land a few comedy gigs around the
city and I want to promote them better.” Small Budget
Big Budget
PlannedPromoter
Definition: Personas
Jenny, 33
The professional promoter
Location:
Williamsburg
Attitude:
Busy, disciplined, professional
Financial Perspective:
Healthy budget for promotions and
advertising
Online Habits:
Heavy use of social networking sites both
professionally and personally, shops online
Events:
Small gigs, big concerts, DJ sets
Quote:
“I manage a few bands and DJs and I
have to ensure they’re listed in the right,
targeted places.”
Personas
Small Budget
Big Budget
PlannedPromoter
Definition: Personas
Class Exercise: Personas
Definition: Personas
• What tasks might each persona attempt to complete on Events.com?
• What features can you imagine each persona might like on such a site?
• What obstacles or pain points might they encounter?
SabrinaJenny DonnyJerry
Self Study
”Personas and the Role of Design Documentation" by Andrew Hinton, Boxes and Arrows, 2008/02/27
Lunch Break
Agenda
Afternoon
• Card Sorting
• Site Maps
• Page Types
• Navigation
• Sketching
• Wireframes
• Q&A
Agenda
Card Sorting
Card Sorting
“There are often better ways to organize
data than the traditional ones that first
occur to us. Each organization of the
same set of data expresses different
attributes and messages. It is also
important to experiment, reflect, and
choose which organization best
communicates our messages.”
– Nathan Shedroff, Experience Strategist
Definition: Card Sorting
Methodology
• Grouping and labeling with index cards, post it notes
• Two types:
Open – Participants sort cards with no pre-established categories.
Useful for new architectures
Closed – Participants sort cards into predetermined, provided
groups. Useful for fitting content into existing architectures
• Online card sorts
–WebSort, OptimalSort, Socratic
Goals
• Organize content more efficiently
• Find names for categories based on users’ perspectives
Definition: Card Sorting
Self Study
"Card sorting: a definitive guide" by Donna Spencer and Todd Warfel, Boxes and Arrows, 2004/04/07
Case Studies:
• Wachovia Wealth Management Group
• American Red Cross
• Mercedes Benz
Definition: Card Sorting
Class Exercise:
As individuals:
• Take 5 minutes to think of all the events a
person could attend
• Write each event you come up with on a Post-
It note
Definition: Card Sorting
Class Exercise:
Now, as a group:
• Take a few minutes to organize your events
into categories (group & label them)
• Then we’ll share some categories
Definition: Card Sorting
Characteristics & Findings:
• Lumping and splitting
• Outliers and miscellaneous items
• Placing items in multiple categories
• Categories versus filters
–E.g. Free, Family, Outdoors
• Unique but intuitive labels
–E.g. Geeks
Definition: Card Sorting
Next Steps:
With the results of a card sort we then can:
• Build consensus
• Refine terminology
• Create a site map
• Help define navigation
Definition: Card Sorting
Design
Site Maps
Conceptual DesignDesign: Site Maps
“A site map is a high level
diagram showing the hierarchy
of a system. Site maps reflect
the information structure, but
are not necessarily indicative of
the navigation structure.”
- Step Two Designs
Conceptual DesignDesign: Site Maps
Conceptual DesignDesign: Site Maps
Page Types
The Mercator Atlas of Europe
From The British Library
Conceptual Design
Home Page Category Page Details Page
Design: Page Types
Navigation
Navigation Bridge, USS Enterprise
by Serendigity, Flickr
Grids
Types of Navigation
• Site Structure – major nav
• Hierarchical – product families
• Function – sitemap privacy
• Direct – banner ad/shortcut
• Reference – related links
• Dynamic – search results
• Breadcrumb – location
• Step Navigation – sequence
through forms/results
• Faceted Navigation – filters
results
Design: Navigation
Areas of Navigation
• Global – universal header/footer
• Local – left nav/right nav
• Local content – text links, buttons
Styles of Navigation
• Rollover
• Dropdown
• Flyout
• Tabs
• Accordion
Self Study
Adapted from Atsushi Hasegagwa’s The 7 Navigation Types of Web Sites
Grids
Mega Dropdowns
Design: Navigation
Grids
Power Footers
Design: Navigation
Sketching
Aerial Screw by Leonardo da Vinci, 1485-1487
Design: Sketching
Sketching
Can you guess what
this is a sketch of?
Design: Sketching
“twttr sketch” Twitter.com
Sketching
Twitter
[This sketch] has very special significance – it's hanging in the office somewhere with one other page.
Whenever I'm thinking about something, I really like to take out the yellow notepad and get it down.
– Jack Dorsey, Twitter
Design: Sketching
Sketching
“There are techniques
and processes whereby
we can put experience
front and center in design.
My belief is that the basis
for doing so lies in
extending the traditional
practice of sketching. ”
- Bill Buxton
Design: Sketching
Bill Buxton
Sketching User
Experiences
Bill Buxton
Sketching User
Experiences
Sketching
Attributes of a Sketch
•Quick
•Timely
•Inexpensive
•Disposable
•Plentiful
•Clear vocabulary
•Distinct gesture
•Minimal detail
•Appropriate degree of refinement
•Suggest & explore rather than confirm
•Ambiguity
Design: Sketching
Sketching
Methodology
• Draw
• Limit your time
• Don’t worry about mistakes or style
Goals
• Benefit from the participation of your colleagues
• Quickly generate ideas and refine through
iterations
Design: Sketching
SketchingDesign: Sketching
Sketching
Process
1.Discuss
2.Sketch
3.Share
4.Revise
Design: Sketching
• Not sketching yet
• Discuss the purpose of the experience you’re
sketching
• What features are necessary?
• How would you prioritize them?
• What’s the audience?
Design: Sketching
Discuss
Sketch
• Sketch silently
• Limit your time
• Sketch as much has possible, as many
different ideas as possible
Design: Sketching
Share
• Review your work with your team
• You offer your feedback to others
• What you like
• Questions about didn’t work for you
• You’re not grilling your colleagues and this
is not a competition
Design: Sketching
Revise
• Now sketch again/begin your wireframe with a
more informed view, more and better ideas
• Iterate on your design
Design: Sketching
Design: Sketching
Class Exercise: Collaborative Sketching
In teams, sketch your ideas.
Event Page
1. Take 5 or so minutes first to discuss what
features belong here
Design: Sketching
Design: Sketching
Class Exercise: Collaborative Sketching
In teams, sketch your ideas.
Event Page
1. Take 5 or so minutes first to discuss what
features belong here
2. Time for silent sketching
Design: Sketching
Design: Sketching
Class Exercise: Collaborative Sketching
In teams, sketch your ideas.
Event Page
1. Take 5 or so minutes first to discuss what
features belong here
2. Time for silent sketching
3. Time for sharing your sketches
Design: Sketching
Sketching Tools:
The following apps are
all for the iPad:
• Adobe Ideas (Free)
• Bamboo Paper (Free)
• Muji Notebook ($3.99)
• Penultimate (Free)
• SketchBook Pro ($4.99)
• Paper (Free)
InfoDesign: Sketching Tools
Wireframes
photo & sculpture by
polly verity
Wireframes
“Web site wireframes are blue prints
that define a Web page’s content and
functionality. They do not convey
design – e.g. colors, graphics, or
fonts.”
- FatPurple
Design: Wireframes
Wireframing/Prototyping Tools:
• Adobe InDesign
• Axure
• Omnigraffle (Mac)
• Microsoft Visio
• Mockingbird (online, free)
Also:
• Balsamiq
• iPlotz
• iMockups (iPad)
• Omnigraffle (iPad)
InfoDesign: Wireframing Tools
Self Study
Smashing Magazine: 35 Excellent Wireframing Resources
Design: Sketching
Class Exercise: Final Wireframe
In your teams, create your final deliverable, a home page for Events.com
Sketch First
1) Discuss features needed for a homepage
2) Sketch your ideas for a homepage individually
3) Review your sketches and provide feedback
Design: Wireframes
Design: Sketching
Class Exercise: Final Wireframe
Then Wireframe
1) Now, each of you will create a final “wireframe”
2) Be sure to incorporate your team mates’ design
ideas and feedback
Design: Wireframes
Design: Sketching
SabrinaJenny DonnyJerry
Don’t forget to keep your personas in mind
Design: Sketching
Wireframe & Prototyping Tools
Axure
Dreamweaver
InDesign
Visio
Design: Wireframes
Develop
Books:
• Information Architecture for the World Wide Web –
Louis Rosenfeld, Peter Morville
• Information Architecture: Blueprints for the Web –
Christina Wodtke, Austin Govella
• The Elements of User Experience – Jesse James
Garrett
• Designing Web Navigation: Optimizing the User
Experience – James Kalbach, Aaron Gustafson
• Design of Everyday Things – Donald Norman
Local Events:
• IA Meetup
• Brooklyn UX
• Content Strategy Meetup
Web Sites:
• Alertbox
• A List Apart
• Boxes & Arrows
• wireframes.tumblr.com
InfoAdditional Resources
Organizations:
• Human Computer Interactions (HCI)
• Interaction Designers Association (IxDA)
• Usability Professionals Association (UPA)
Further Studies:
• School of Visual Arts
• Continuing Ed classes
• MFA in Interaction Design
• Pratt – Course in Information Design
• Rosenfeld Media
• General Assembly
• Skillshare
• Adaptive Path
• The Information Architecture Institute
• The IA Summit
• Nielsen Norman Group
• User Interface Engineering
Video:
The Right Way to Wireframe by Russ Unger (YouTube)
Q&A
Slideshare address:
http://www.slideshare.net/stribs
My article on how to find an IA job:
http://blog.onwardsearch.com/2012/08/information-architecture-a-guerilla-guide-to-breaking-in/
@stribs
InfoAdditional Info
Design: Sketching
Wireframe & Prototyping Tools
Axure
Dreamweaver
InDesign
Visio
Design: Wireframes
Addendum:
• Grids
• Dieter Rams: 10 Principles of Good Design
• Defining Wireframes vs. Sketches, Templates, vs.
Pages
Grids
Grids
“The true benefit of using a grid is that
as you learn how to use a grid, you
start to think systemically about the
solutions you design. You start to try
and see how various details can echo
one another, how different regions of
the canvas can be reused or used for
similar things, how like elements can be
grouped together.”
– Khoi Vinh, former design Director, NYTimes.com
Design: Grids
GridsDesign: Grids
GridsDesign: Grids
GridsDesign: Grids
Grids
Self Study: Want to know more?
Learn more about design by grids:
960 Grid System
960.gs
Design by Grid
www.designbygrid.com
Hashgrid
www.hashgrid.com
Design: Grids
Good design is…
Good design is innovative.
Good design makes a product useful.
Good design is aesthetic.
Good design makes a product understandable.
Good design is unobtrusive.
Good design is honest.
Good design is long-lasting.
Good design is thorough down to the last detail.
Good design is environmentally friendly.
Good design is as little design as possible.
© Dieter Rams, amended March 2003 and October 2009
Dieter Rams: 10 principles of good design
Design: SketchingDefining Sketches Versus Wireframes, Templates Versus Pages
Templates Pages
Apply to many different pages Specific, may apply to a single
page or screen
Examples:
• basic page
• category page
• product page
Examples:
• homepage
• ecommerce or transactional
form
Sketches Wireframes
Quick More time-consuming
Few details Very detailed
Not typically delivered Professional deliverable

Introduction to Information Architecture & Design - SVA Workshop 06/21/14

  • 1.
    Introduction to InformationArchitecture & Design School of Visual Arts | June 21, 2014 Robert Stribley
  • 2.
    Today’s presentation willbe available on SlideShare following the workshop: www.slideshare.net/stribs
  • 3.
    Butterfly on theNew York City Highline Pattern Recognition: In cognitive psychology, the ability to identify familiar forms within a complex arrangement of sensory stimuli
  • 4.
  • 5.
    Intro Robert Stribley @stribs • I’man Associate Experience Director at Razorfish • I like literature, cinema, music, photography, cycling • I drink coffee Introduction My clients have included: • Bank of America, PNC, Wachovia • JPMorgan, Morgan Stanley, Oppenheimer Funds, PNC, Prudential, Smith Barney, T. Rowe Price • Boston Scientific, Nasonex • Choice Hotels, RCI • Computer Associates, EMC • Ford, Lincoln • AT&T, Nextel • Day One, Red Cross • Pearson, Travel Channel, Women’s Wear Daily
  • 6.
    Intro About You •What’s yourname? •What do you do for work? •What do you do for fun? •Coffee, tea or bottled water? Introduction
  • 7.
    Intro Goals of thisworkshop •Understand the basic concepts of information architecture •Experience the general process and techniques used on a design project •Review the basic deliverables an information architect develops within a project Introduction
  • 8.
  • 9.
    Agenda Morning • Background • DesignProcess • Our Project • User Research • Competitive Review • Personas • Lunch Agenda
  • 10.
    Agenda Afternoon • Card Sorting •Site Maps • Page Types • Navigation • Sketching • Wireframes • Q&A Agenda
  • 11.
  • 12.
    Background in•for•ma•tion ar•chi•tec•ture n. Background:Defining IA • The combination of organization, labeling, and navigation schemes within an information system. • The structural design of an information space to facilitate task completion and intuitive access to content. • The art and science of structuring and classifying web sites and intranets to help people find and manage information. • An emerging discipline and community of practice focused on bringing principles of design and architecture to the digital landscape. Information Architecture for the World Wide Web (1st Edition), p. 4, Rosenfeld and Morville Navigation Interaction Art/Science Discipline/ Community
  • 13.
    Background “It's hard tosay who really is an information architect. In some sense, we all are.” — Alex Wright, Author Glut Background: Defining IA
  • 14.
  • 15.
  • 16.
    Design Process metaphor: architecturalplans Flickr.com: Cornell University Library Background: Defining IA
  • 17.
    Background: History A BriefHistory of IA 1975 • Richard Saul Wurman coined the term “information architecture” to describe the field now more often described as “information design” 1994 • Formation of Argus Associates in Ann Arbor, MI, the first firm devoted to IA 1998 • First edition of Peter Morville and Lou Rosenfeld’s Information Architecture for the World Wide Web, affectionately known as “The Polar Bear” book
  • 18.
    Partially adapted from:“A brief history of information architecture” by Peter Morville and Information Architecture: Designing information environments for purpose, edited by Alan Gilchrist and Barry Mahon A Brief History of IA 2000 • First IA Summit, Boston, MA – Defining Information Architecture 2002 • Boxes & Arrows, online journal for information architects goes live • 3 new books on IA published, including Jesse James Garrett’s The Elements of User Experience 2015 • 15th Annual IA Summit held in Minneapolis, MN, April 22-26 Background: History
  • 19.
  • 20.
    Design Process Discovery DefinitionDesign Development Design Process
  • 21.
    Design Process Discovery DefinitionDesign Development • Stakeholder interviews • Business requirements • Competitive & comparative audits • User research • Site inventory Design Process
  • 22.
    Design Process Discovery DefinitionDesign Development •Personas •Content Audit •Card sorts •Use Cases •Sketching •Site Map •Creative Brief •UX Brief Design Process
  • 23.
    Design Process Discovery DefinitionDesign Development • Site Map • Task Flows • Sketching • Wireframes • Stakeholder Reviews • Visual Design • Prototype • Usability Testing • Functional Specifications Design Process
  • 24.
    Design Process Discovery DefinitionDesign Development •Site Development •User Acceptance Testing (UAT) •Quality Assurance (QA) •Usability Testing Design Process
  • 25.
    Background IA Deliverables site map features/functionality inventory comparative/competitive review requirementsdocument personas sketches use cases user flows prototype wireframes discover designdefine experience brief Deliverables
  • 26.
  • 27.
  • 28.
    Our Project Events.com wantsto revamp its website to become the go-to online resource for people wanting to attend or promote events across the United States. Our Project
  • 29.
  • 30.
    User Research User Researchin Copenhagen’s Elderly Homes
  • 31.
    User Research “Through research,we aim to learn enough about the business goals, the users, and the information ecology to develop a solid strategy.” – Louis Rosenfeld & Peter Morville Discovery: User Research
  • 32.
    User Research Methodology • FocusGroups • Surveys • Interviews Goals • Identify patterns and trends in user behavior, tasks, preferences, obstacles. Discovery: User Research
  • 33.
    User Research Class Exercise:Survey Questions • How do you learn about events in NYC? • What type of events are you interested in? • What’s more important to you: – Price – Type of Event – Location – Date • How often do you attend the events? • Do you ever need to promote an event? • Do you ever invite people to an event? Discovery: User Research
  • 34.
  • 35.
    Discovery: Competitive Audit “Thistype of assessment helps set an industry ‘marker’ by looking at what the competition is up to, what features and functionalities are standard, and how others have solved the same problems you might be tasked with.” – Dorelle Rabinowitz Discovery: Competitive Review
  • 36.
    Competitive Review Heuristic Evaluation …involves evaluators examining the interface and judging its compliance with recognized usability principles (the ‘heuristics’) - Wikipedia Discovery: Competitive Review Self Study For a more detailed explanation of heuristic evaluation, see Jakob Nielsen’s Ten Usability Heuristics.
  • 37.
    Competitive Review Sample UsabilityCriteria These examples aren’t comprehensive. Appropriate criteria will depend on the project to be completed. Home Page • Are home page elements appropriately weighted and distributed? • Is information clustered in meaningful ways? Navigation • Is the navigation structure concise and consistent? • Are paths to important information intuitive and unobstructed? Content • Is content current? Are there visible indications of content freshness? • Is content properly adapted for the Web? Is tone of voice consistent throughout content? Is content chunked appropriately? • Are headings and titles scannable? Design • Are colors appropriate to the Web? Is white space used appropriately? Is text readable? Search • Are search results relevant and cleanly presented? Functionality • Are functionality and forms efficiently designed? Messaging • Are errors messages clear on the site? Is help readily available to users? • Are there appropriate means for user feedback? Discovery: Competitive Review
  • 38.
    Competitive Review Methodology •Review andanalyze competitor sites according to particular criteria •Draw key findings, which can influence and guide IA through the design phase •Include a scorecard for high-level comparison of points across all sites Also: Comparative Reviews Discovery: Competitive Review
  • 39.
  • 40.
    Competitive Review Key Findings •Search prominent on each site • Need for filtering events • Calendars are helpful, but not always prominent • Profiles and social features common, but handled with varying degrees of detail • Free events are often highlighted • Event detail pages vary, may have maps, RSVP, sharing, rating, commenting functionality • Displaying other venues and restaurants adds utility • Option to add or promote an event isn’t always prominent Discovery: Competitive Review
  • 41.
    Competitive Review What elsehave we learned? • Who are the audiences of these sites? • What are the strengths of these sites? • What are their weaknesses? • How might another event site differentiate itself from these sites? Discovery: Competitive Review
  • 42.
  • 43.
    Personas Created at Personas:http://personas.media.mit.edu Personas is a component of the Metropath(ologies) exhibit, recently on display at the MIT Museum by the Sociable Media Group from the MIT Media Lab . It uses sophisticated natural language processing and the Internet to create a data portrait of one's aggregated online identity. In short, Personas shows you how the Internet sees you.
  • 44.
    Personas “Personas summarize userresearch findings and bring that research to life in such a way that everyone can make decisions based on these personas, not based on themselves.” – Steve Mulder Definition: Personas
  • 45.
    Personas Methodology • Cluster Analysis Goals •Create a narrative based on real data to illustrate user behavior, motivations, goals Definition: Personas Small Budget Big Budget PlannerPromoter
  • 46.
    Personas Characteristics of EffectivePersonas • Varied and distinct • Detailed • Not weighed down with minutiae • Tied into business-specific goals • Backed by data Definition: Personas
  • 47.
  • 48.
    Sabrina, 27 The partyplanner Location: Gramercy Park Attitude: Organized, outgoing Financial Perspective: Generous, bit of spendthrift Online Habits: Avid user of social networking sites, Twitter, Facebook, etc Events: Wine tastings, gallery openings Quote: “I love getting bunches of friends together to attend all these NYC events. There’s so much great stuff to do in this city!” Small Budget Big Budget PlannerPromoter PersonasDefinition: Personas
  • 49.
    Jerry, 44 The out-of-towner Location: Cincinnati,OH Attitude: Casual, yet adventurous Financial Perspective: Moderate spender Online Habits: Utilitarian use of the Web to research trips, read about the arts and pay bills Events: Museums, visiting landmarks, tours Quote: “I’m visiting the Big Apple with my wife and we want to check out some art-related events.” Small Budget Big Budget PlannerPromoter Definition: Personas
  • 50.
    Personas Donny, 38 The localcomedian Location: East Village Attitude: Laidback, loosely organized Financial Perspective: Frugal, paycheck to paycheck Online Habits: Spends time networking, promoting his act online, haunts comedy sites Events: Comedy slams, variety shows Quote: “I land a few comedy gigs around the city and I want to promote them better.” Small Budget Big Budget PlannedPromoter Definition: Personas
  • 51.
    Jenny, 33 The professionalpromoter Location: Williamsburg Attitude: Busy, disciplined, professional Financial Perspective: Healthy budget for promotions and advertising Online Habits: Heavy use of social networking sites both professionally and personally, shops online Events: Small gigs, big concerts, DJ sets Quote: “I manage a few bands and DJs and I have to ensure they’re listed in the right, targeted places.” Personas Small Budget Big Budget PlannedPromoter Definition: Personas
  • 52.
    Class Exercise: Personas Definition:Personas • What tasks might each persona attempt to complete on Events.com? • What features can you imagine each persona might like on such a site? • What obstacles or pain points might they encounter? SabrinaJenny DonnyJerry Self Study ”Personas and the Role of Design Documentation" by Andrew Hinton, Boxes and Arrows, 2008/02/27
  • 53.
  • 54.
    Agenda Afternoon • Card Sorting •Site Maps • Page Types • Navigation • Sketching • Wireframes • Q&A Agenda
  • 55.
  • 56.
    Card Sorting “There areoften better ways to organize data than the traditional ones that first occur to us. Each organization of the same set of data expresses different attributes and messages. It is also important to experiment, reflect, and choose which organization best communicates our messages.” – Nathan Shedroff, Experience Strategist Definition: Card Sorting
  • 57.
    Methodology • Grouping andlabeling with index cards, post it notes • Two types: Open – Participants sort cards with no pre-established categories. Useful for new architectures Closed – Participants sort cards into predetermined, provided groups. Useful for fitting content into existing architectures • Online card sorts –WebSort, OptimalSort, Socratic Goals • Organize content more efficiently • Find names for categories based on users’ perspectives Definition: Card Sorting Self Study "Card sorting: a definitive guide" by Donna Spencer and Todd Warfel, Boxes and Arrows, 2004/04/07
  • 58.
    Case Studies: • WachoviaWealth Management Group • American Red Cross • Mercedes Benz Definition: Card Sorting
  • 59.
    Class Exercise: As individuals: •Take 5 minutes to think of all the events a person could attend • Write each event you come up with on a Post- It note Definition: Card Sorting
  • 60.
    Class Exercise: Now, asa group: • Take a few minutes to organize your events into categories (group & label them) • Then we’ll share some categories Definition: Card Sorting
  • 61.
    Characteristics & Findings: •Lumping and splitting • Outliers and miscellaneous items • Placing items in multiple categories • Categories versus filters –E.g. Free, Family, Outdoors • Unique but intuitive labels –E.g. Geeks Definition: Card Sorting
  • 62.
    Next Steps: With theresults of a card sort we then can: • Build consensus • Refine terminology • Create a site map • Help define navigation Definition: Card Sorting
  • 63.
  • 64.
  • 65.
    Conceptual DesignDesign: SiteMaps “A site map is a high level diagram showing the hierarchy of a system. Site maps reflect the information structure, but are not necessarily indicative of the navigation structure.” - Step Two Designs
  • 66.
  • 67.
  • 68.
    Page Types The MercatorAtlas of Europe From The British Library
  • 69.
    Conceptual Design Home PageCategory Page Details Page Design: Page Types
  • 70.
    Navigation Navigation Bridge, USSEnterprise by Serendigity, Flickr
  • 71.
    Grids Types of Navigation •Site Structure – major nav • Hierarchical – product families • Function – sitemap privacy • Direct – banner ad/shortcut • Reference – related links • Dynamic – search results • Breadcrumb – location • Step Navigation – sequence through forms/results • Faceted Navigation – filters results Design: Navigation Areas of Navigation • Global – universal header/footer • Local – left nav/right nav • Local content – text links, buttons Styles of Navigation • Rollover • Dropdown • Flyout • Tabs • Accordion Self Study Adapted from Atsushi Hasegagwa’s The 7 Navigation Types of Web Sites
  • 72.
  • 73.
  • 74.
    Sketching Aerial Screw byLeonardo da Vinci, 1485-1487
  • 75.
  • 76.
    Sketching Can you guesswhat this is a sketch of? Design: Sketching
  • 77.
    “twttr sketch” Twitter.com Sketching Twitter [Thissketch] has very special significance – it's hanging in the office somewhere with one other page. Whenever I'm thinking about something, I really like to take out the yellow notepad and get it down. – Jack Dorsey, Twitter Design: Sketching
  • 78.
    Sketching “There are techniques andprocesses whereby we can put experience front and center in design. My belief is that the basis for doing so lies in extending the traditional practice of sketching. ” - Bill Buxton Design: Sketching Bill Buxton Sketching User Experiences
  • 79.
    Bill Buxton Sketching User Experiences Sketching Attributesof a Sketch •Quick •Timely •Inexpensive •Disposable •Plentiful •Clear vocabulary •Distinct gesture •Minimal detail •Appropriate degree of refinement •Suggest & explore rather than confirm •Ambiguity Design: Sketching
  • 80.
    Sketching Methodology • Draw • Limityour time • Don’t worry about mistakes or style Goals • Benefit from the participation of your colleagues • Quickly generate ideas and refine through iterations Design: Sketching
  • 81.
  • 82.
  • 83.
    • Not sketchingyet • Discuss the purpose of the experience you’re sketching • What features are necessary? • How would you prioritize them? • What’s the audience? Design: Sketching Discuss
  • 84.
    Sketch • Sketch silently •Limit your time • Sketch as much has possible, as many different ideas as possible Design: Sketching
  • 85.
    Share • Review yourwork with your team • You offer your feedback to others • What you like • Questions about didn’t work for you • You’re not grilling your colleagues and this is not a competition Design: Sketching
  • 86.
    Revise • Now sketchagain/begin your wireframe with a more informed view, more and better ideas • Iterate on your design Design: Sketching
  • 87.
    Design: Sketching Class Exercise:Collaborative Sketching In teams, sketch your ideas. Event Page 1. Take 5 or so minutes first to discuss what features belong here Design: Sketching
  • 88.
    Design: Sketching Class Exercise:Collaborative Sketching In teams, sketch your ideas. Event Page 1. Take 5 or so minutes first to discuss what features belong here 2. Time for silent sketching Design: Sketching
  • 89.
    Design: Sketching Class Exercise:Collaborative Sketching In teams, sketch your ideas. Event Page 1. Take 5 or so minutes first to discuss what features belong here 2. Time for silent sketching 3. Time for sharing your sketches Design: Sketching
  • 90.
    Sketching Tools: The followingapps are all for the iPad: • Adobe Ideas (Free) • Bamboo Paper (Free) • Muji Notebook ($3.99) • Penultimate (Free) • SketchBook Pro ($4.99) • Paper (Free) InfoDesign: Sketching Tools
  • 91.
  • 92.
    Wireframes “Web site wireframesare blue prints that define a Web page’s content and functionality. They do not convey design – e.g. colors, graphics, or fonts.” - FatPurple Design: Wireframes
  • 97.
    Wireframing/Prototyping Tools: • AdobeInDesign • Axure • Omnigraffle (Mac) • Microsoft Visio • Mockingbird (online, free) Also: • Balsamiq • iPlotz • iMockups (iPad) • Omnigraffle (iPad) InfoDesign: Wireframing Tools Self Study Smashing Magazine: 35 Excellent Wireframing Resources
  • 98.
    Design: Sketching Class Exercise:Final Wireframe In your teams, create your final deliverable, a home page for Events.com Sketch First 1) Discuss features needed for a homepage 2) Sketch your ideas for a homepage individually 3) Review your sketches and provide feedback Design: Wireframes
  • 99.
    Design: Sketching Class Exercise:Final Wireframe Then Wireframe 1) Now, each of you will create a final “wireframe” 2) Be sure to incorporate your team mates’ design ideas and feedback Design: Wireframes
  • 100.
    Design: Sketching SabrinaJenny DonnyJerry Don’tforget to keep your personas in mind
  • 101.
    Design: Sketching Wireframe &Prototyping Tools Axure Dreamweaver InDesign Visio Design: Wireframes Develop
  • 102.
    Books: • Information Architecturefor the World Wide Web – Louis Rosenfeld, Peter Morville • Information Architecture: Blueprints for the Web – Christina Wodtke, Austin Govella • The Elements of User Experience – Jesse James Garrett • Designing Web Navigation: Optimizing the User Experience – James Kalbach, Aaron Gustafson • Design of Everyday Things – Donald Norman Local Events: • IA Meetup • Brooklyn UX • Content Strategy Meetup Web Sites: • Alertbox • A List Apart • Boxes & Arrows • wireframes.tumblr.com InfoAdditional Resources Organizations: • Human Computer Interactions (HCI) • Interaction Designers Association (IxDA) • Usability Professionals Association (UPA) Further Studies: • School of Visual Arts • Continuing Ed classes • MFA in Interaction Design • Pratt – Course in Information Design • Rosenfeld Media • General Assembly • Skillshare • Adaptive Path • The Information Architecture Institute • The IA Summit • Nielsen Norman Group • User Interface Engineering Video: The Right Way to Wireframe by Russ Unger (YouTube)
  • 103.
  • 104.
    Slideshare address: http://www.slideshare.net/stribs My articleon how to find an IA job: http://blog.onwardsearch.com/2012/08/information-architecture-a-guerilla-guide-to-breaking-in/ @stribs InfoAdditional Info
  • 105.
    Design: Sketching Wireframe &Prototyping Tools Axure Dreamweaver InDesign Visio Design: Wireframes Addendum: • Grids • Dieter Rams: 10 Principles of Good Design • Defining Wireframes vs. Sketches, Templates, vs. Pages
  • 106.
  • 107.
    Grids “The true benefitof using a grid is that as you learn how to use a grid, you start to think systemically about the solutions you design. You start to try and see how various details can echo one another, how different regions of the canvas can be reused or used for similar things, how like elements can be grouped together.” – Khoi Vinh, former design Director, NYTimes.com Design: Grids
  • 108.
  • 109.
  • 110.
  • 111.
    Grids Self Study: Wantto know more? Learn more about design by grids: 960 Grid System 960.gs Design by Grid www.designbygrid.com Hashgrid www.hashgrid.com Design: Grids
  • 112.
    Good design is… Gooddesign is innovative. Good design makes a product useful. Good design is aesthetic. Good design makes a product understandable. Good design is unobtrusive. Good design is honest. Good design is long-lasting. Good design is thorough down to the last detail. Good design is environmentally friendly. Good design is as little design as possible. © Dieter Rams, amended March 2003 and October 2009 Dieter Rams: 10 principles of good design
  • 113.
    Design: SketchingDefining SketchesVersus Wireframes, Templates Versus Pages Templates Pages Apply to many different pages Specific, may apply to a single page or screen Examples: • basic page • category page • product page Examples: • homepage • ecommerce or transactional form Sketches Wireframes Quick More time-consuming Few details Very detailed Not typically delivered Professional deliverable

Editor's Notes

  • #2 Introduction to Information Architecture & Design School of Visual Arts | Fall 2013 Robert Stribley
  • #4 Butterfly on the New York City Highline Photo: Flickr.com/stribs
  • #5 And we label them down to the species and sub-species level. Butterflies at the American Museum of Natural History’s Butterfly Conservatory.  Photo: Flickr.com/stribs
  • #8 Workshop goals
  • #13 Navigation, interaction design, art/science, discipline/community
  • #17 Using architectural plans/blueprints as a metaphor for an IA’s work
  • #19 Partially adapted from: “A brief history of information architecture” by Peter Morville Information Architecture: Designing information environments for purpose, edited by Alan Gilchrist and Barry Mahon
  • #22 1. Discovery Stakeholder interviewers, Business requirements, Competitive & Comparative Audits, User Research
  • #23 2. Definition Persona/Scenario Development, Content & Meta Data Audits, Use cases, Creative Brief, Mood boards
  • #24 3. Design Sitemaps, Task Flows, Wireframes, Content Strategy, Interactive Prototypes, Usability Testing, Design Comps
  • #25 4. Development Functional Specifications, Quality Assurance Testing, Site development
  • #28 Photo: Flickr.com/stribs
  • #31 User Research in Copenhagen’s Elderly Homes - http://www.localhiddenvariable.com/ciid/user-research-in-copenhagens-elderly-homes/
  • #36 Discovery: Competitive Review – or Audit
  • #40 We review each of these sites live during class
  • #46 Wikipedia: Cluster analysis or clustering is the assignment of a set of observations into subsets (called clusters) so that observations in the same cluster are similar in some sense
  • #47 Goals and data from focus groups, stakeholder interviews, etc – including user behaviors and opinions
  • #58 http://websort.net http://www.optimalworkshop.com/
  • #70 Home page, category page, details page/product page
  • #72 Adapted from Atsushi HASEGAWA’s The 7 Navigation Types of Web Sites http://www.slideshare.net/atsushi/the-7-navigation-types-of-web-site
  • #94 Uniqlo wireframe by Razorfish
  • #95 Uniqlo comp/design based on wireframe by Razorfish
  • #96 Uniqlo comp/design based on wireframe by Razorfish
  • #97 Uniqlo comp/design based on wireframe by Razorfish
  • #113 Head of design at Braun, the German consumer electronics manufacturer, DIETER RAMS (1932-) was one of the most influential industrial designers of the late 20th century