Introduction to Information Architecture and Design - SVA Workshop 09/28/13

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Introduction to Information Architecture and Design - As presented by Robert Stribley, 09/28/13, SVA

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  • Introduction to Information Architecture & DesignSchool of Visual Arts | Fall 2013Robert Stribley
  • Chocolate display, Xocolatti, SoHo, New York
  • Body Gel, Sabon, SoHo, New York
  • Butterfly on the New York City HighlinePhoto: Flickr.com/stribs
  • Butterflies at the American Museum of Natural History’s Butterfly Conservatory.  Photo: Flickr.com/stribs
  • Butterflies at the American Museum of Natural History’s Butterfly Conservatory.  Photo: Flickr.com/stribs
  • Workshop goals
  • Navigation, interaction design, art/science, discipline/community
  • Using architectural plans/blueprints as a metaphor for an IA’s work
  • Partially adapted from: “A brief history of information architecture” by Peter MorvilleInformation Architecture: Designing information environments for purpose, edited by Alan Gilchrist and Barry Mahon
  • Photo: Flickr.com/stribs
  • User Research in Copenhagen’s Elderly Homes - http://www.localhiddenvariable.com/ciid/user-research-in-copenhagens-elderly-homes/
  • Discovery: Competitive Review – or Audit
  • We review each of these sites live during class
  • 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
  • Goals and data from focus groups, stakeholder interviews, etc – including user behaviors and opinions
  • Ordering lunch on a Virgin America flight - http://www.flickr.com/photos/stribs/sets/72157603319502113/ - Photo: stribs
  • http://www.flickr.com/photos/cannedtuna/
  • Nathan Shedroff is Program Director of the MBA in Design Strategy program at the California College of the Arts. His books include Experience Design 1, Making Meaning, and contributing to Richard Saul Wurman's Information Anxiety 2. Advisor for Rosenfeld Media
  • http://websort.nethttp://www.optimalworkshop.com/
  • Home page, category page, details page/product page
  • Adapted from Atsushi HASEGAWA’s The 7 Navigation Types of Web Siteshttp://www.slideshare.net/atsushi/the-7-navigation-types-of-web-site
  • Uniqlo wireframe by Razorfish
  • Uniqlo comp/design based on wireframe by Razorfish
  • 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
  • Introduction to Information Architecture and Design - SVA Workshop 09/28/13

    1. 1. Introduction to Information Architecture & Design School of Visual Arts | September 28, 2013 Robert Stribley Photo by Michael Wolf from his Life in Cities series
    2. 2. Introduction Today‘s presentation will be available on SlideShare following the workshop: www.slideshare.net/stribs
    3. 3. Chocolate display, Xocolatti, SoHo, New York
    4. 4. Body Gel, Sabon, SoHo, New York
    5. 5. 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
    6. 6. Butterflies at the American Museum of Natural History‘s Butterfly Conservatory.
    7. 7. Butterflies at the American Museum of Natural History‘s Butterfly Conservatory.
    8. 8. Intro Robert Stribley •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, Prudential, Smith Barney, T. Rowe Price • Boston Scientific, Nasonex • Choice Hotels • Computer Associates, EMC • Ford, Lincoln • Nextel • Red Cross • Pearson, Travel Channel, Women‘s Wear Daily
    9. 9. 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
    10. 10. 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
    11. 11. Agenda
    12. 12. Agenda Morning • Background • Design Process • Our Project • User Research • Competitive Review • Personas • Lunch Agenda
    13. 13. Agenda Afternoon •Card Sorting •Site Maps •Page Types •Navigation •Sketching •Wireframes •Q&A Agenda
    14. 14. Background
    15. 15. 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
    16. 16. 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
    17. 17. userscontent context IA Background: Defining IA
    18. 18. Interface (skin) information architecture (skeleton) Background: Defining IA
    19. 19. Design Process metaphor: architectural plans Flickr.com: Cornell University Library Background: Defining IA
    20. 20. Background: History A Brief History of IA 1975 • Richard Saul Wurman coined the term ―information architecture‖ to describe the field now more likely described as ―information design‖ 1994 • Formation of Argus Associates in Ann Arbor, WI, 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
    21. 21. 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 2014 • 15th Annual IA Summit held in San Diego, CA, March 25-30 Background: History
    22. 22. Design Process satire on project phases by Harold Kerzner
    23. 23. Design Process Discovery Definition Design Development Design Process
    24. 24. Design Process Discovery Definition Design Development • Stakeholder interviews • Business requirements • Competitive & comparative audits • User research • Site inventory Design Process
    25. 25. Design Process Discovery Definition Design Development • Personas • Content Audit • Card sorts • Use Cases • Sketching • Site Map • Creative Brief • UX Brief Design Process
    26. 26. Design Process Discovery Definition Design Development • Site Map • Task Flows • Sketching • Wireframes • Stakeholder Reviews • Visual Design • Prototype • Usability Testing • Functional Specifications Design Process
    27. 27. Design Process Discovery Definition Design Development • Site Development • User Acceptance Testing (UAT) • Quality Assurance (QA) • Usability Testing Design Process
    28. 28. Background IA Deliverables site map feature/functionality inventory comparative/competitive review requirements document personas sketches use cases user flows prototype wireframes discover designdefine experience brief Deliverables
    29. 29. Background IA Deliverables site map feature/functionality inventory comparative/competitive review requirements document personas use cases user flows prototype wireframes discover designdefine experience brief visual design sketches Deliverables
    30. 30. Our Project
    31. 31. What to do? Our Project
    32. 32. 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
    33. 33. Discover
    34. 34. User Research User Research in Copenhagen‘s Elderly Homes
    35. 35. 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
    36. 36. User Research Methodology • Focus Groups • Surveys • Interviews Goals • Identify patterns and trends in user behavior, tasks, preferences, obstacles. Discovery: User Research
    37. 37. 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
    38. 38. Competitive Review image by brandon schauer
    39. 39. 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
    40. 40. Competitive Review Heuristic Evaluation … involves evaluators examining the interface and judging its compliance with recognized usability principles (the ‗heuristics‘) - Wikipedia Discovery: Competitive Review
    41. 41. Competitive Review Heuristic Evaluation Ten Usability Heuristics by Jakob Nielsen Discovery: Competitive Review •Recognition rather than recall •Flexibility and efficiency of use •Aesthetic and minimalist design •Help users recognize, diagnose, and recover from errors •Help and documentation •Visibility of system status •Match between system and the real world •User control and freedom •Consistency and standards •Error prevention Self Study For a more detailed explanation of these heuristics, see Nielsen‘s explanation here: http://www.useit.com/papers/heuristic/heuristic_list.html
    42. 42. 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 a high-level depiction of comparison points across all sites Also: • Comparative Reviews Discovery: Competitive Review
    43. 43. Competitive Review Examples of Usability Criteria Note: These examples are not intended to provide a comprehensive listing. Appropriate criteria may 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
    44. 44. Competitive Review Competitors Discovery: Competitive Review
    45. 45. Competitive Review Key Findings • Search placed prominently on each site • Clear need for and emphasis upon filtering events • Calendars provide obvious benefit, but aren‘t always prominent • Profiles and community features are also common, but handled with varying degrees of detail, success • Free events are often highlighted • Event detail pages vary, may have maps, RSVP, sharing, rating, commenting functionality • Displaying other venues and restaurants adds utility • Maps prove helpful, especially to out-of-towners • The ability to add or promote an event is not always present or prominent Discovery: Competitive Review
    46. 46. 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
    47. 47. Define
    48. 48. 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.
    49. 49. 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
    50. 50. 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
    51. 51. Personas Characteristics of Effective Personas • Varied and distinct • Detailed • Not weighed down with minutiae • Tied into business-specific goals • Backed by data Definition: Personas
    52. 52. Definition: Personas SabrinaJenny DonnyJerry
    53. 53. 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
    54. 54. 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
    55. 55. 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
    56. 56. 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
    57. 57. 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
    58. 58. Lunch Break
    59. 59. Agenda Afternoon • Card Sorting • Site Maps • Page Types • Navigation • Sketching • Wireframes • Q&A Agenda
    60. 60. Card Sorting
    61. 61. 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
    62. 62. 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 groups of content 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
    63. 63. Case Studies: •Wachovia Wealth Management Group •American Red Cross •Automotive Manufacturer Definition: Card Sorting
    64. 64. Class Exercise: Card Sorting 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
    65. 65. Class Exercise: Card Sorting 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
    66. 66. 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
    67. 67. Design
    68. 68. Site Maps
    69. 69. 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
    70. 70. Conceptual DesignDesign: Site Maps
    71. 71. Conceptual DesignDesign: Site Maps
    72. 72. Page Types The Mercator Atlas of Europe From The British Library
    73. 73. Conceptual Design Home Page Category Page Details Page Design: Page Types
    74. 74. Navigation Navigation Bridge, USS Enterprise by Serendigity, Flickr
    75. 75. 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
    76. 76. Grids Mega Dropdowns Design: Navigation
    77. 77. Grids Power Footers Design: Navigation
    78. 78. Sketching Ornithopter by Leonardo da Vinci, 1485-1487
    79. 79. Design: Sketching
    80. 80. SketchingDesign: Sketching
    81. 81. Sketching Any guesses what this is a sketch of? Design: Sketching
    82. 82. “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
    83. 83. 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
    84. 84. 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
    85. 85. 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
    86. 86. Sketching Process 1.Discuss 2.Sketch 3.Share 4.Revise Design: Sketching
    87. 87. • 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
    88. 88. Sketch • Sketch silently • Limit your time • Sketch as much has possible, as many different ideas as possible Design: Sketching
    89. 89. 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
    90. 90. Revise • Now sketch again/begin your wireframe with a more informed view, more and better ideas • Iterate on your design Design: Sketching
    91. 91. Design: Sketching Class Exercise: Collaborative Sketching In teams, sketch your ideas. Create & Promote an Event 1. Take 5 or so minutes first to discuss what features belong here • Is it a single page? Multiples steps? 2. Time for silent sketching 3. Time for sharing your sketches Design: Sketching
    92. 92. Design: Sketching Jenny Donny Don‘t forget to keep your personas in mind
    93. 93. Sketching Tools: The following apps are all for the iPad • Adobe Ideas ($9.99) • Bamboo Paper (Free) • Muji Notebook ($4.99) • Penultimate ($0.99) • SketchBook Pro ($4.99) InfoDesign: Sketching Tools
    94. 94. Wireframes photo & sculpture by polly verity
    95. 95. 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
    96. 96. Design: SketchingDesign: Wireframes - Examples wireframe by matthieu mingasson
    97. 97. Design: SketchingDesign: Wireframes - Examples screencap from The Right way to Wireframe by Semantic Will
    98. 98. Design: SketchingDesign: Wireframes - Examples iPad news app wire by F. Yamada
    99. 99. Wireframing/Prototyping Tools: • Adobe InDesign • Axure • Omnigraffle (Mac) • Microsoft Visio • Mockingbird (online, free) Also: • Adobe Proto (coming for iPad) • Balsamiq • iPlotz • iMockups (iPad) • Omnigraffle (iPad) InfoDesign: Wireframing Tools Self Study Smashing Magazine: 35 Excellent Wireframing Resources
    100. 100. 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
    101. 101. 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
    102. 102. Design: Sketching SabrinaJenny DonnyJerry Don‘t forget to keep your personas in mind
    103. 103. Design: Sketching Wireframe & Prototyping Tools Axure Dreamweaver InDesign Visio Design: Wireframes Develop
    104. 104. 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 • 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 • Adaptive Path • The Information Architecture Institute • The IA Summit • Pratt – Course in Information Design • Nielsen Norman Group • Rosenfeld Media • User Interface Engineering Video: The Right Way to Wireframe by Russ Unger (YouTube)
    105. 105. Q&A
    106. 106. 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
    107. 107. 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
    108. 108. Grids
    109. 109. 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
    110. 110. GridsDesign: Grids
    111. 111. GridsDesign: Grids
    112. 112. GridsDesign: Grids
    113. 113. 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
    114. 114. 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
    115. 115. 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

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