Information architecture for the web
Dan Champion
Champion IS Limited
Session agenda
- What is IA?
- IA Techniques
- Card Sorting
- Evaluating IA
- Metadata
- Whistlestop tour of IA for the web
- See the wiki for more in-depth information and links
- Going to concentrate on navigation and card sorting
What is Information Architecture?

- IA is the organisation, labelling and structuring of information
- Not just a taxonomy - IPSV is not an information architecture
- IA is equally concerned with the application of taxonomies
- E.g. navigation, page layout, search functionality, metadata, tagging etc
- IA enables logical progression through a site to a target destination
Why IA is important
- Finding is the new doing?
- Direct impact on users
- Bad IA is expensive
- Progress in web development means we cab do just about anything online now
- Previously user frustration was concentrated aroung not being able to do stuff online
- With the wealth of information and services online now that frustration is concentrated around finding things
- Getting IA wrong devalues your entire online enterprise
- For LAs that means driving users to more expensive channels
Creating an IA

How did you do it?
IA Inputs
- Business - strategic objectives
- Content - inventory, future needs
- Users - surveying and testing
- The first two are fact-gathering exercises that can happen internally. The last deserves closer examination.
Users
- "Effective IA must reflect the way users think"
- Different users think differently (if at all)
- Avoid organisational structures
- Interact - card sorting, user testing
- Many users come to the table with a goal and a mental model of how to reach it
- The challenge is to reflect and accommodate that mental model, for all users
- Some users think in a distinctly odd way
- Identify your distinct groups of user and adjust accordingly
- Do not mimic organisational structures in your IA - they change and mean little to users
- The best way to identify potentially effective IA is to involve users
- But you must exercise some professional judgement - you can't abdicate responsibility to a bunch of users
Involve users, but...

Calvin & Hobbes © Universal Press Syndicate
- Users don't always know best
- They may not be able to articulate why something isn't right for them
- So don't place too much stock on individual user's opinions
- Try to establish a consensus among similar users
Card sorting
- Identifies categories
- Highlights labelling problems
- Produces category labels
- Cheap and easy
- Testing method for oganising information into structures
- Provide one or more groups of users with cards, on which is printed the label of an item from your content
- Ask the users to sort them into groups that make sense to them
- Open card sorting lets the users name the groups
- Closed card sorting names the groups and asks the users to sort the items into those pre-defined groups
- Cheap and easy to conduct
- Provides useful data on groupings, and suggested categories
- Also identifies potential labelling problems
Card sorting preparation
- Clear objective
- Open vs Closed
- Use key pages
- Invest in the cards
- Have a clear objective - is it to test a structure, confirm theories, or give an early lead in establishing labels and groups?
- Objective informs open or closed approach - open is most useful early in the IA process, closed is useful as a validation tool
- Maximum number of cards cited as between 30 and 200!
- Topics should be key pages or key functions with sufficient similarity to be easily grouped
- Use card not paper
- Number cards on the back
Card sorting requirements
- Lots of space
- The right users
- Clear instruction
- Observers
- Make sure there's plenty of space - cramped card sorts are no fun
- Recruit the right users (or at least know who you've recruited). You need to know something about their level of experience and exposure to your content inventory
- Individuals or ideally groups (5 groups of 3 is cited as an effective setup)
- Record results using video or camera
- Observe and take notes. A lot of the value is in the group discussion and debate.
Card sorting exercise
Sort the cards on your table into categories that make sense to you as a group, and label the categories. Discuss as necessary. No sub-categories are allowed.
The items for the exercise are:
- apple
- banana
- blue
- dip
- dive
- dodge
- dodge
- duck
- ford
- forth
- green
- humber
- ibm
- microsoft
- nile
- oracle
- orange
- peach
- red
- severn
- tower
- vauxhall
- waterloo
- yellow
How did you do?
- Fruit
- Colours
- Rivers
- Car manufacturers
- Bridges
- Technology companies
- The 5 Ds of Dodgeball
- Our example is obviously contrived to throw up questions.
- For example Forth could refer to a bridge, a river, a brewery and more.
- And only dodgeball (the movie) fans will spot the 5 Ds of Dodgeball.
- But it serves to illustrate the issues that card sorting can throw up.
Card sorting analysis
- Category labels
- Item affinity
- Item labels
- Similar category labels provide a guide to category naming
- Merge categories as you see fit (e.g. "Social Care and Health" is seen on a number of LA sites)
- An affinity diagram shows strength of relationship between items based on number of times grouped together (see next slide)
- Item labelling issues will emerge from the discussion that took place in the user groups and from follow-up discussion
- Take account of context when considering equivocal labelling - a label may make sense in the context of its group label, which is fine for global navigation, but if repurposing for an A to Z index you may need to qualify it
- Also consider the knowledge a specialist user may bring to your site when pursuing a specialist goal - it's important to recognise your specialist audiences and their vocabulary
Evaluating IA
- How good is our IA?
- Establish a baseline measurement
- Allows comparison of future versions
- Options
- In many cases we've already got an IA in place and want to know how good it is, and where improvements could be made
- There are various techniques for evaluating an existing IA
- Best results from user testing
- Generally only qualititative results
- Must try to detach IA from visual and stylistic aspects of site
- If the font, colour, or layout is a barrier to the user then no IA will meet their needs
1. Competitor comparison
- Identify a leading competitor
- Compare their IA to yours
- Task-based user testing
- Closed card sorting
- Personas and storyboarding
2. Version comparison
- Produce a new version of your IA
- Compare to existing version
- Task-based user testing
- Closed card sorting
- Personas and storyboarding
3. Design option comparison
- Create and compare different design options
- E.g. broad & shallow vs. narrow & deep
- Task-based user testing
- Closed card sorting
- Personas and storyboarding
4. Evalute against business requirements
- Identify business critical user tasks
- Task-based user testing
- Personas and storyboarding
5. Evalute against user expectations
- Identify tasks users expect to be able to complete
- Task-based user testing
- Personas and storyboarding
6. Test against heuristics
- Establish heuristics
- i.e. agree design principles
- Formal testing
- Requires confidence in underlying IA
- Heuristics are agreed design principles which can be measured
- E.g. no single page should link to more than 5 related pages
- E.g. no item should appear in more than 2 categories
- Test formally within development team
- Only useful when IA is stable and effective
- Doesn't measure effectiveness of categorisation, only compliance with design principles
Metadata
- Least visible
- Still important
- Provides for richer user interaction
- Go beyond keywords
- Generally not visible to the user
- But enriches interaction - search, content filtering, contextual information
- Think beyond traditional keywords - dates (publication, modification, review), categories (taxonomy), geography, ownership, etc
Beyond keywords
For example:
- Geography
- Demographics
- User tagging?
Geography
- Settlement/geo-reference
- Present contextual information
- E.g. links to local content
- Mapping
- Tagging content with geographic metadata
- Settlement - allows presentation of all content for a settlement, or with further context through other metadata
- E.g. all press releases about Dollar published in October 2006
- Geocoding allow us to go even further
- E.g. provide a map interface to explore events, news, facilities etc. Think beyond planning!
Demographics
- Age
- Employment status
- Family
- Interests
- Address
- Tagging content with demographic metadata
- Would provide hooks for true user-centered content delivery
- Targetted emails, alerts etc
- Event-driven information, e.g. benefits and employment services on loss of job
- Requires serious planning!
User tagging
- Hive Mind, Groupthink etc
- See Flickr, del.icio.us
- Folksonomies
- Challenge to engage interest in public sector
- The success of Flickr and del.icio.us shows how users are comfortable formalising their mental models
- It works - the consensual tags emerge for a resource
- Would it work in the public sector?
- Hard to see users being engaged in doing the same for government, but then no-one has tried?
Summary
- The organisation, labelling and structuring of information
- Impacts users directly
- Involve users
- Think outside rigid taxonomies
- IA is worthwhile investing in, because it impacts on the effectiveness of your site
- You must involve users when developing and evaluating an IA
- But you must know something about those users too
- Don't get boxed in to rigid taxonomies - use IA to your advantage by developing metadata that supports the business and its users
Questions & discussion
- Questions?
- Observations?
- Experiences?