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Information Architecture for the World Wide Web

by Peter Morville, Louis Rosenfeld

I, Michael Parker, own this book and took these notes to further my own learning. If you enjoy these notes, please purchase the book!

Chapter 1: Defining Information Architecture

  • pg 5: Structuring mean identifying information "atoms," organizing means grouping them into categories, and labeling is naming those categories.
  • pg 5: An information architecture must balance the needs of users with the goals of the business.
  • pg 10: Experience design is an umbrella term for information architecture, usability engineering, graphic design, and interaction design.
  • pg 12: Information architecture can make money, save money, improve employee or customer satisfaction, or make the world a better place.

Chapter 2: Practicing Information Architecture

  • pg 21: If the lone information architect on a site, work with outsiders to help understand the needs of the user better.
  • pg 22: Ideally, the IA is responsible for only the site's architecture, not its other aspects, so IA is not ignored for more visible and tangible stuff.
  • pg 24: Effective IA relies on understanding the intersection of context, content, and users.
  • pg 26: For context, your IA provides a tangible snapshot of your organization's mission, vision, values, strategy, and culture.
  • pg 27: Your IA must reflect the ownership, format, structure, metadata, volume, and dynamicism of your content.
  • pg 28: Your IA must account for user behavior, like who uses your site, how they use it, and what information they want from it.

Chapter 3: User Needs and Behaviors

  • pg 30: An IA must not just understand the user's needs, but his information-seeking behaviors.
  • pg 34: A user needs a particular item (known-item seeking), a few good things and iterates (exploratory seeking), or everything (exhaustive research).
  • pg 35: Searching, browsing, and asking are information-seeking behaviors, and good sites integrate them, or allow transitioning between them easily.
  • pg 37: The "pearl-growing" model assumes you start with a document you need, and allows finding similar ones, such as through tagging.
  • pg 38: To learn about the information needs of users, practice search analytics, or reviewing the common queries in the search logs.

Chapter 4: The Anatomy of Information Architecture

  • pg 44: Top-down information architecture is where a site has been designed to anticipate users' information needs and is structured to address them.
  • pg 47: Bottom-up information architecture is where the implicit IA in content enables answers to users' information needs to "rise up."
  • pg 48: Bottom-up IA is important because users are likely to bypass top-down architecture, landing at a page using deep links or search results.
  • pg 51: In content, headings, embedded links, metadata, lists, and identifiers (e.g. a logo) are all IA components.

Chapter 5: Organization Systems

  • pg 55: Ambiguity leads to difficulty in organizing information -- e.g. ambiguity of what a label means, or ambiguity of what label to apply to something.
  • pg 57: The different levels of granularity of documents, and differing characteristics of formats, makes organization of heterogeneous content hard.
  • pg 59: Exact organization schemes are unambiguous, which allow known-item searching, which are: alphabetical, chronological, and geographical.
  • pg 61: Unambiguous organization schemes are subjective, but are useful because you don't always know what you're looking for.
  • pg 65: Audience-oriented schemes break a site into smaller, audience-specific mini sites; if open, users can go between mini-sites.
  • pg 67: Be careful of blending together different organization schemes (topic, task, audience, metaphor), which clouds a user's mental model.
  • pg 70: Be aware of, but not bound by, the idea that hierarchical categories in an organizational structure are mutually exclusive.
  • pg 73: New sites should favor the broad-and-shallow hierarchy, because adding items to secondary levels is less problematic.
  • pg 74: Metadata allows applying the power of databases to the heterogeneous, unstructured environments of web sites.
  • pg 78: Free tagging creates a bottom-up categorical structure, called a folksonomy.

Chapter 6: Labeling Systems

  • pg 83: Labels should speak the same language as a site's users, and educate them on new concepts or quickly identify familiar ones.
  • pg 87: When creating contextual links (hyperlinks), ask what information the user would expect to find if clicked to ensure they are representational.
  • pg 92: Navigation systems have a small number of options and appear throughout the site, so their labels demand consistent application.
  • pg 94: Navigational labels can be augmented by brief descriptions, or scope notes, when introduced on the main page.
  • pg 95: Index terms can be generated by metadata, such as the META tag in the HTML, and can provide a view across different information silos.
  • pg 98: Only use iconic labels if your site has patient, loyal uses willing to learn your visual language.
  • pg 99: Labels should have comprehensive scope, use audience terminology, and be consistent in style, presentation, syntax, and granularity.
  • pg 102: Professionals with subject-specific backgrounds may have created controlled vocabularies and thesauri you can use as labels.
  • pg 108: Free-listing is selecting an item and having subjects brainstorm terms to describe it, which are potential labels if common across items.
  • pg 109: Analyze search logs or folksonomic tags to indirectly generate labels that account for users' jargon, acronyms, and tone.

Chapter 7: Navigation Systems

  • pg 116: The global, local, and contextual navigation systems are the embedded navigation systems, wrapped around and infused with site content.
  • pg 119: The navigation system should be consistent, and should always show the user's location within the organizational hierarchy.
  • pg 123: On the main page, the global navigation can be expanded or supplemented with other navigation options.
  • pg 126: Hypertext links inlined in the content can be replaced with external links, which occupy a specific area of the page, that are easier to see.
  • pg 132: Supplemental navigation, like sitemaps, alphabetical indices, and search, are for when the taxonomy and embedded navigation fail.
  • pg 135: When designing an index, use term rotation, which uses synonyms or rotates words in a phrase so it appears more than once in the index.
  • pg 139: With personalization, we guess what content the user wants, and with customization, the user tells us what content he wants.
  • pg 140: Effective personalization can be hampered by the user's desire for privacy, or lack of time to teach the system.
  • pg 141: Since corporate intranets have a captive audience of repeat visitors, customization has a better chance of being used than on public sites.

Chapter 8: Search Systems

  • pg 148: If your site has a substantial amount of content, users will likely expect your site to have search.
  • pg 151: Defining search zones, or repositories of homogenous content, can keep the results from your search engine focused and relevant.
  • pg 154: Common ways to define search zones are by audience, by topic, or by chronology.
  • pg 158: Indexing numerous content components (title, summary, keywords, URL, body) for retrieval allows added flexibility in designing results.
  • pg 159: High recall returns numerous results of varying relevance; high precision returns just a few high quality results.
  • pg 163: When presenting results, display less information for users who know what they're looking for, and more for unsure users.
  • pg 167: Given too many results, allow a user to easily revise a search by populating the search box on the results page with the original query.
  • pg 169: Different ways to measure relevance work best for different content formats, so be careful when ranking heterogeneous content.
  • pg 171: Showing relevance scores can aggravate a sense of ignorance in the user if the relevant results are not first, so it's best to omit them.
  • pg 177: If the user is typically looking through hundreds of results, offer them a way to favorite the documents they like for easy recall later.
  • pg 178: If the content of your site is very dynamic, allow the user to save search queries so they can be re-executed later, even automatically.
  • pg 181: Users won't spend time crafting well-constructed queries, so simply give them a box for queries and a "search" button.
  • pg 183: Put the search box in the global navigation, so always available, and well away from other boxes (like ones for passwords).
  • pg 188: Integrate searching and browsing, where searching may yield a navigational section, and in that section search is restricted by zone.
  • pg 190: Given too many results, allow the user to revise the search from the results page, and search within their current set of results.
  • pg 191: Given no results, allow the user to revise the search, give them search tips, and offer a means of browsing.

Chapter 9: Thesauri, Controlled Vocabularies, and Metadata

  • pg 194: Metadata allows us to focus on how to describe a document, instead of pondering where it belongs in the taxonomy.
  • pg 195: A synonym ring is a set of words, which may include misspellings, that are equivalent for the purposes of retrieval.
  • pg 197: Synonym rings can increase recall, as more documents are returned, but reduce precision.
  • pg 198: Authority files are synonym rings in which one term has been defined as the preferred term or acceptable value.
  • pg 204: A thesaurus models equivalence relationships (synonyms), hierarchical relationships, and associative relationships (related terms).
  • pg 209: A classic thesaurus is used when indexing and searching, mapping variant terms to preferred terms in both stages.
  • pg 211: An indexing thesaurus is only used when indexing, but can still allow creation of browsable indexes of preferred terms.
  • pg 212: A searching thesaurus is only used when searching, and its development and maintenance costs are independent of content volume.
  • pg 216: A hierarchical relationship emerges when one has the characteristics of (generic relationship), is a part of (whole-part relationship), or is an instance of something else.
  • pg 217: The ANSI/ZISO Z239.19 standard for constructing English thesauri discusses many relationships for building related terms.
  • pg 218: The standard encourages for preferred terms: nouns, in the plural if countable, and abbreviations and acronyms if the popular use.
  • pg 221: Using compound terms in categories usually leads to polyhierarchy, which is challenging to represent in the navigational context.
  • pg 222: Faceted classification uses multiple taxonomies that focus on different dimensions of content.
  • pg 225: Guided navigation takes faceted classification further, allowing users to refine or narrow searches based on different facets of the results.

Chapter 10: Research

  • pg 233: A balanced approach to research focuses on context, content, and users, and how they all interact.
  • pg 234: Context focuses on goals, budgets, schedules, technology infrastructure, human resources, and corporate culture.
  • pg 236: Use an introductory presentation to sell IA to authors, developers, designers, marketing, and managers and get buy-in.
  • pg 239: Perform a gap-analysis, finding the disconnect between business goals, user needs, and practical limitations of the technology infrastructure.
  • pg 240: A heuristic evaluation is an expert critique of a site against principles and design guidelines, learning what to keep of the existing site.
  • pg 243: Content analysis extracts data or metadata from a representative content sample, and helps find patterns and relationships between items.
  • pg 245: Competitive benchmarking compares different sites, while before-and-after benchmarking compares different versions of the same site.
  • pg 247: Analytics tools can reveal effects of navigational changes to your site, but not why a user visits.
  • pg 248: Search log analysis can accurately reveal what users are looking for, in what volume.
  • pg 253: Focus groups don't work well for information architectures because people don't have the understanding or language to articulate about them.
  • pg 256: Open card sorts used for discovery allow the user to write his own labels; closed card sorts used for validation use prescribed labels.
  • pg 256: To explore alternate navigation paths, allow the user to copy cards, thereby cross-listing them in multiple categories.
  • pg 262: Do research so that the site won't have to be redesigned later at great cost, and to find out what users actually want.

Chapter 11: Strategy

  • pg 265: An IA strategy is a high-level conceptual framework for structuring and organizing a site, and is typically blurred with research.
  • pg 270: Communicate your ideas with peers using metaphors, stories, use cases, conceptual diagrams, wireframes, reports, and presentations.
  • pg 272: Wireframes are not fully-designed prototypes, but expose how users interact with the IA within the broader context of a web page.
  • pg 274: Metaphors can leverage the familiarity of organization, of tasks that can be performed, or understanding of images, icons, and colors.
  • pg 275: Write scenarios, or stories, to show how people with different needs and behaviors might navigate your site.
  • pg 278: Blueprints show relationships between pages and content components, while wireframes show the contents and links of major pages.