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Introduction	
  
Agenda:	
  

     •    Introduction	
  
     •    Frameworks	
  
     •    Structuring,	
  Organizing,	
  and	
  Labeling	
  
     •    Doing	
  a	
  redesign	
  
     •    Odds	
  &	
  Ends	
  
What	
  this	
  presentation	
  isn’t	
  

     •    Detailed	
  information	
  about	
  accessibility	
  
     •    How	
  to	
  do	
  usability	
  tests	
  and	
  how	
  to	
  integrate	
  the	
  results	
  into	
  a	
  web	
  site	
  
     •    How	
  to	
  create	
  a	
  website	
  
     •    How	
  to	
  design	
  a	
  website	
  visually	
  
     •    How	
  to	
  use	
  tools	
  such	
  as	
  Drupal,	
  Wordpress,	
  Mediawiki	
  
     •    Search	
  engine	
  optimization/metadata	
  
About	
  the	
  presenter	
  
     •    This	
  is	
  why	
  I	
  became	
  a	
  librarian	
  
     •    Too	
  bogged	
  down	
  in	
  early	
  process,	
  but	
  it	
  made	
  for	
  sites	
  that	
  were	
  usable	
  and	
  
          had	
  significant	
  room	
  to	
  grow	
  
     •    I	
  love	
  studying	
  librarians	
  and	
  library	
  users	
  to	
  see	
  how	
  they	
  work	
  
What	
  is	
  Information	
  Architecture?	
  

Peter	
  Morville	
  and	
  Louis	
  Rosenfeld	
  define	
  it	
  in	
  a	
  complex	
  way:	
  
     •    The	
  structural	
  design	
  of	
  shared	
  information	
  environments	
  
     •    The	
  combination	
  of	
  organization,	
  labeling,	
  search,	
  and	
  navigation	
  systems	
  
          within	
  web	
  sites	
  and	
  intranets.	
  
     •    The	
  art	
  and	
  science	
  of	
  shaping	
  information	
  products	
  and	
  experiences	
  to	
  
          support	
  usability	
  and	
  findability.	
  
     •    An	
  emerging	
  discipline	
  and	
  community	
  of	
  practice	
  focused	
  on	
  brining	
  
          principals	
  of	
  design	
  and	
  architecture	
  to	
  the	
  digital	
  landscape.	
  
Why	
  is	
  IA	
  important?	
  
     •    You	
  can’t	
  have	
  site	
  that	
  meets	
  the	
  needs	
  of	
  all	
  users	
  (librarians,	
  staff,	
  users,	
  
          etc.)	
  without	
  some	
  sort	
  of	
  structure.	
  
     •    It	
  keeps	
  stuff	
  organized,	
  usable,	
  and	
  findable.	
  
     •    It	
  allows	
  adequate	
  room	
  to	
  grow—will	
  stand	
  the	
  test	
  of	
  time.	
  
     •    Flexible	
  and	
  scalable.	
  
     •    Sadly,	
  most	
  library	
  websites	
  grow	
  organically	
  over	
  time	
  in	
  an	
  unorganized	
  
          manner	
  

Why	
  Library	
  Web	
  Sites?	
  
•     Well,	
  we	
  are	
  the	
  information	
  people,	
  but	
  most	
  librarians	
  don’t	
  understand	
  IA	
  
     •     There	
  are	
  so	
  many	
  bad	
  examples	
  
     •     We	
  don’t	
  allow	
  our	
  shelves	
  to	
  be	
  chaotic	
  (well…we	
  try	
  hard),	
  so	
  why	
  don’t	
  
           put	
  the	
  same	
  emphasis	
  on	
  our	
  web	
  sites?	
  
Most	
  web	
  librarians	
  are	
  “accidental”	
  and	
  library	
  school	
  doesn’t	
  prepare	
  you	
  for	
  such	
  a	
  role	
  
Newer,	
  younger	
  librarians,	
  are	
  seen	
  as	
  “tech	
  savvy”	
  and	
  are	
  often	
  handed	
  web	
  
responsibilities,	
  even	
  though	
  you’re	
  not	
  adequately	
  prepared	
  
Yes,	
  you	
  learn	
  HTML,	
  but	
  often	
  either	
  don’t	
  go	
  further,	
  or	
  go	
  into	
  theory	
  
   • This	
  is	
  why	
  I	
  became	
  a	
  librarian	
  
What	
  do	
  you	
  want	
  to	
  get	
  out	
  of	
  this?	
  
     •     Your	
  website	
  
     •     Your	
  vision	
  for	
  the	
  website	
  
     •     Political	
  view	
  point	
  
           	
  
Frameworks	
  

Accessibility	
  &	
  Usability	
  
     •     Figuring	
  out	
  what	
  your	
  user	
  want	
  and	
  need	
  within	
  your	
  site	
  
     •     Must	
  design	
  the	
  site,	
  and	
  especially	
  the	
  structure	
  of	
  it	
  while	
  using	
  the	
  user	
  
           framework	
  
Context/Content/Users	
  

     •     Figure	
  2-­‐2,	
  pg	
  25	
  
     •     You	
  need	
  a	
  balance	
  among	
  these	
  three	
  areas	
  
     •     Be	
  prepared	
  from	
  vagueness	
  and	
  having	
  to	
  make	
  executive	
  decisions	
  with	
  
           these	
  3	
  in	
  mind	
  
Context	
  
     •     Every	
  site	
  as	
  a	
  context	
  
     •     Each	
  organization	
  is	
  unique	
  
     •     Our	
  IA	
  provides	
  a	
  snapshot	
  of	
  your	
  organization,	
  including,	
  mission,	
  vision,	
  
           values,	
  strategy,	
  and	
  culture	
  
     •     This	
  is	
  usually	
  tacit	
  knowledge	
  and	
  can	
  be	
  difficult	
  for	
  your	
  organization	
  to	
  
           put	
  down	
  on	
  paper	
  
     •     What	
  are	
  the	
  key	
  tasks	
  people	
  need	
  to	
  do	
  on	
  the	
  site?	
  
Content	
  
     •     Who	
  owns	
  the	
  content—this	
  is	
  political	
  and	
  often	
  affects	
  how	
  much	
  control	
  
           one	
  has	
  over	
  the	
  site	
  
     •     Formats—tutorials,	
  guides,	
  information,	
  resources,	
  and	
  how	
  their	
  organized	
  
     •     Structure—we’ll	
  talk	
  about	
  this	
  on	
  and	
  off	
  all	
  day	
  
•       Metadata/Controlled	
  Vocabularies—is	
  it	
  the	
  library’s	
  or	
  the	
  users?	
  	
  Be	
  
            standard	
  
    •       Volume—how	
  much	
  stuff?	
  
    •       Dynamism—how	
  much	
  material	
  will	
  be	
  added	
  in	
  future?	
  	
  How	
  quickly	
  will	
  
            content	
  get	
  state?	
  
    •       Will	
  the	
  content	
  allow	
  users	
  to	
  complete	
  tasks	
  
Users	
  

    •       Need	
  a	
  good	
  picture	
  of	
  your	
  users	
  and	
  what	
  they	
  do	
  
    •       Get	
  data	
  from	
  web	
  logs,	
  analytics,	
  usability,	
  observations—user	
  research	
  
    •       Design	
  the	
  site	
  with	
  all	
  groups	
  in	
  mind	
  
    •       Are	
  user	
  groups	
  and	
  tasks	
  matched?	
  	
  Any	
  orphans?	
  
    Personas	
  (http://www.agilemodeling.com/artifacts/personas.htm)	
  
    •       I	
  argue	
  this	
  is	
  the	
  most	
  important	
  thing	
  
Politics	
  

    •       Politics	
  play	
  a	
  big	
  role	
  in	
  web	
  site	
  design,	
  and	
  you	
  need	
  to	
  understand	
  your	
  
            library’s	
  politics	
  well	
  
    •       You	
  need	
  to	
  be	
  able	
  to	
  make	
  executive	
  decision	
  
    •       Politics	
  are	
  complex,	
  but	
  make	
  for	
  a	
  complex	
  web	
  site	
  
Activity	
  
    •       What	
  is	
  the	
  context	
  of	
  your	
  website	
  
    •       What	
  content	
  should	
  be	
  in	
  your	
  website	
  
    •       Who	
  are	
  the	
  users?	
  
    •       What	
  are	
  the	
  key	
  tasks?	
  
    •       Ask	
  yourself	
  questions	
  
    •       My	
  thought	
  is	
  that	
  library	
  websites	
  can	
  be	
  broken	
  down	
  into	
  3	
  key	
  areas:	
  	
  
            information,	
  resources,	
  services	
  
    •       Which	
  of	
  these	
  three	
  are	
  most	
  important	
  

Structuring,	
  Organizing,	
  and	
  Labeling	
  
Purpose	
  
    •       Organization—main	
  page,	
  navigation	
  bar,	
  links,	
  content	
  pages,	
  sitemap,	
  site	
  
            index,	
  search	
  
    •       Dimensions—multidimensional	
  information	
  space	
  with	
  hypertextual	
  
            navigation	
  
    •       Boundaries—Fairly	
  intangible	
  and	
  bleeds	
  information	
  into	
  other	
  sites	
  
    •       Need	
  a	
  unified	
  presence—example	
  is	
  ORR	
  

    Can	
  use	
  this	
  argument	
  to	
  explain	
  why	
  libraries	
  need	
  to	
  have	
  different	
  website	
  
    from	
  university	
  
•   Organization—presenting	
  information	
  in	
  a	
  variety	
  of	
  ways	
  
       •   Navigation—help	
  users	
  move	
  through	
  the	
  content	
  
       •   Search—allow	
  users	
  to	
  search	
  the	
  content	
  
       •   Labeling—describe	
  categories,	
  links,	
  etc	
  in	
  a	
  language	
  that	
  users	
  understand	
  
	
  
Organization	
  System	
  

       •   Need	
  to	
  figure	
  out	
  what	
  is	
  most	
  important	
  to	
  your	
  audience—are	
  you	
  going	
  
           to	
  arrange	
  site	
  by	
  tasks,	
  by	
  user	
  group,	
  or	
  how?	
  
       •   I	
  consider	
  this	
  to	
  be	
  the	
  most	
  important	
  aspect	
  of	
  your	
  site	
  because	
  
           everything	
  works	
  around	
  this	
  common	
  theme	
  
       •   Don’t	
  try	
  to	
  do	
  too	
  much,	
  you	
  get	
  Illinois’	
  site	
  
       •   Examples	
  include	
  by	
  topic,	
  tasks,	
  audience,	
  or	
  a	
  combination,	
  alphabetical,	
  
           chronological,	
  etc.	
  

Organization	
  Structures	
  	
  
       •   Flat/hierarchical-­‐-­‐Charts	
  pg	
  70-­‐71	
  of	
  IA	
  Sloth	
  Book	
  
       •   Hierarchical	
  makes	
  users	
  click	
  more.	
  	
  Flat	
  can	
  allow	
  for	
  more	
  sections	
  of	
  
           content	
  
       •   There	
  is	
  no	
  rule,	
  but:	
  
               o Don’t	
  overload	
  users	
  with	
  too	
  many	
  options	
  
               o Group	
  and	
  structure	
  information	
  at	
  the	
  page	
  level—broad	
  categories	
  
                     for	
  listing	
  links	
  on	
  a	
  page;	
  don’t	
  have	
  too	
  many	
  categories	
  and	
  limit	
  
                     the	
  number	
  of	
  links	
  under	
  each	
  
               o Do	
  user	
  testing	
  to	
  show	
  you	
  have	
  the	
  right	
  structure	
  and	
  to	
  verify	
  
                     your	
  argument	
  to	
  others	
  
               o I	
  like	
  a	
  broad	
  and	
  shallow	
  because	
  it	
  doesn’t	
  force	
  content	
  into	
  a	
  
                     narrow	
  category	
  and	
  therefore	
  gives	
  you	
  room	
  to	
  grow—but	
  keep	
  in	
  
                     mind	
  everything	
  can	
  be	
  linked	
  to	
  everything	
  else,	
  so	
  it	
  may	
  not	
  be	
  
                     easy	
  or	
  clean	
  
Navigation	
  Systems	
  

       •   One	
  or	
  more	
  system	
  to	
  help	
  users	
  navigate	
  through	
  your	
  site	
  
       •   Site	
  Map,	
  A-­‐Z	
  list,	
  shortcut	
  type	
  links	
  to	
  2nd	
  level	
  pages,	
  etc.	
  
       •   Breadcrumbs	
  
       •   Needs	
  to	
  be	
  flexible	
  
       •   If	
  something	
  doesn’t	
  fit	
  into	
  navigation,	
  ask	
  if	
  it	
  is	
  important?	
  	
  Or	
  do	
  you	
  need	
  
           to	
  add	
  to	
  (not	
  change)	
  navigation	
  system?	
  
       •   Allow	
  for	
  context	
  and	
  flexibility	
  

Types	
  of	
  Navigation	
  

       •   Side	
  panel,	
  lists,	
  index,	
  sitemap,	
  etc.	
  	
  Arguement	
  there	
  should	
  be	
  five	
  ways	
  to	
  
           find	
  something	
  
•    This	
  is	
  a	
  gray	
  area	
  between	
  design	
  and	
  architecture	
  
    •    Need	
  to	
  have	
  some	
  sort	
  of	
  “you	
  are	
  here”	
  indicator—breadcrumb,	
  map,	
  etc	
  
                o Have	
  some	
  sort	
  of	
  library	
  logo	
  and/or	
  name	
  on	
  every	
  page	
  so	
  they	
  
                       know	
  they’re	
  in	
  the	
  library,	
  even	
  if	
  they	
  didn’t	
  come	
  through	
  the	
  home	
  
                       page	
  
                o Find	
  a	
  corporate	
  example	
  
    •    Global	
  (site-­‐wide)	
  navigation	
  systems—huge	
  impact	
  on	
  usability,	
  so	
  do	
  it;	
  
         Dell,	
  Amazon,	
  and	
  Apple	
  are	
  example;	
  can	
  start	
  at	
  homepage	
  or	
  on	
  a	
  
         secondary	
  page;	
  forces	
  difficult	
  decisions	
  as	
  to	
  organization	
  topics	
  and	
  must	
  
         be	
  informed	
  by	
  users	
  and	
  organizational	
  culture	
  
    •    Local—a	
  complement	
  to	
  global	
  navigation	
  and	
  allows	
  users	
  to	
  explore	
  the	
  
         immediate	
  area;	
  can	
  have	
  multiple	
  navigation	
  making	
  up	
  individual	
  subsites	
  
         such	
  as	
  Illinois	
  
    •    Contextual	
  Navigation—navigation	
  for	
  a	
  certain	
  page,	
  document,	
  or	
  object;	
  
         could	
  give	
  you	
  “see	
  also”	
  links	
  to	
  point	
  to	
  similar	
  topics	
  
    •    Graphic	
  or	
  text?	
  	
  Either,	
  but	
  if	
  you	
  use	
  both,	
  make	
  sure	
  they	
  complement	
  each	
  
         other	
  and	
  make	
  sure	
  users	
  understand	
  both;	
  graphics	
  can	
  make	
  the	
  screen	
  
         crowded;	
  Usability	
  people	
  say	
  keep	
  it	
  simple	
  
Search	
  Systems	
  
    •    Need	
  to	
  search	
  site	
  and	
  related	
  sites	
  (try	
  Google	
  site	
  search	
  for	
  this)	
  
    •    Be	
  able	
  to	
  search	
  the	
  web	
  (hey,	
  we’re	
  a	
  library)	
  
    •    Searching	
  other	
  resources?	
  	
  User	
  testing	
  shows	
  that	
  they	
  come	
  to	
  the	
  library	
  
         web	
  site	
  to	
  search,	
  so	
  that	
  should	
  have	
  prominence.	
  
    •    But	
  what	
  search	
  to	
  highlight?	
  
    •    How	
  do	
  users	
  differentiate	
  between	
  the	
  various	
  types	
  of	
  search	
  the	
  library	
  
         has?	
  
Search	
  vs.	
  Browse	
  
    •    Need	
  to	
  be	
  able	
  to	
  do	
  both	
  
    •    Need	
  to	
  be	
  able	
  to	
  navigate	
  and	
  have	
  easy	
  search	
  structure	
  in	
  place	
  
    •    Don’t	
  let	
  search	
  be	
  a	
  band	
  aid	
  to	
  bad	
  site	
  design	
  
    •    Search	
  should	
  be	
  the	
  last	
  thing	
  you	
  think	
  about	
  and	
  not	
  used	
  as	
  a	
  crutch	
  
    •    Search	
  helps	
  fragmented	
  sites,	
  but	
  you	
  don’t	
  want	
  a	
  fragmented	
  site	
  
    •    Users	
  do	
  expect	
  search	
  to	
  be	
  there	
  and	
  work	
  

Labeling	
  Systems	
  
    •    It	
  stinks,	
  but	
  have	
  a	
  standardized	
  labeling	
  system	
  (fonts,	
  colors,	
  vocabulary,	
  
         etc)	
  and	
  make	
  editors	
  stick	
  to	
  it.	
  
    •    When	
  labeling,	
  remember	
  how	
  users	
  speak;	
  librarians	
  can	
  adjust	
  
    •    Labels	
  should	
  meet	
  user	
  needs,	
  but	
  still	
  reflect	
  the	
  content	
  
    •    Should	
  educate	
  users	
  about	
  new	
  concepts	
  and	
  help	
  them	
  identify	
  new	
  
         concepts	
  
    •    Just	
  say	
  no	
  to	
  acronyms.	
  
•   Make	
  sure	
  there	
  is	
  some	
  sort	
  of	
  consistent	
  identifier	
  so	
  user	
  knows	
  they’re	
  at	
  
           the	
  library	
  and	
  where	
  they	
  are	
  within	
  the	
  site	
  
       •   Labeling	
  is	
  an	
  art,	
  not	
  a	
  science	
  

Types	
  of	
  Labels	
  
       •   Contextual	
  links	
  –	
  hyperlinks	
  to	
  another	
  page	
  or	
  another	
  place	
  on	
  the	
  same	
  
           page—these	
  need	
  to	
  speak	
  for	
  themselves	
  and	
  be	
  descriptive	
  so	
  others	
  
           understand	
  where	
  exactly	
  they’re	
  linking	
  to	
  
       •   Headings—should	
  adequately	
  describe	
  the	
  text	
  that	
  follows;	
  should	
  be	
  
           visibly	
  clear	
  with	
  H1	
  standing	
  out	
  more	
  than	
  H3;	
  don’t	
  need	
  to	
  start	
  with	
  an	
  
           H1	
  at	
  the	
  top	
  of	
  a	
  page	
  
       •   Navigation	
  Choices	
  –	
  be	
  consistent	
  site	
  wide—is	
  your	
  first	
  page	
  the	
  gateway,	
  
           home	
  page,	
  or	
  index	
  page,	
  etc.;	
  other	
  labels	
  page	
  91	
  
       •   Card	
  sorting	
  helps	
  out	
  a	
  lot-­‐-­‐-­‐put	
  25	
  topics	
  on	
  your	
  post	
  its	
  in	
  one	
  color.	
  	
  Put	
  
           topics	
  on	
  post	
  its	
  in	
  another	
  (divide	
  into	
  groups	
  based	
  on	
  library	
  type)	
  
       •   Index	
  Terms—basically	
  an	
  index	
  description	
  of	
  everything	
  on	
  your	
  site.	
  	
  
           Hard	
  to	
  maintain,	
  but	
  easy	
  to	
  navigate	
  (I	
  know	
  we	
  have	
  a	
  page	
  on	
  this…);	
  can	
  
           be	
  tied	
  into	
  a	
  search	
  of	
  metadata	
  on	
  the	
  page	
  

Site	
  Maps/Indexes	
  
       •   Use	
  to	
  reinforce	
  hierarchy	
  so	
  users	
  can	
  understand	
  how	
  content	
  is	
  organized	
  
       •   Allows	
  for	
  fast	
  &	
  direct	
  access	
  to	
  the	
  site	
  contents	
  for	
  those	
  who	
  know	
  what	
  
           they	
  want	
  
       •   Don’t	
  give	
  too	
  much	
  information—it	
  can	
  be	
  overwhelming	
  
       •   Indexes	
  don’t	
  use	
  hierarchy,	
  but	
  presents	
  keywords	
  or	
  phrases	
  
           alphabetically;	
  pages	
  can	
  have	
  multiple	
  entries	
  
       •   Large,	
  complex	
  sites	
  should	
  have	
  both	
  
       •   Need	
  to	
  decide	
  how	
  granular	
  to	
  be	
  
       •   Big	
  ones	
  can	
  be	
  populated	
  by	
  a	
  database	
  and	
  controlled	
  vocabulary	
  
       •   Guides	
  use	
  sequential	
  navigation—brings	
  home	
  point	
  that	
  you	
  need	
  to	
  define	
  
           various	
  components	
  of	
  your	
  website	
  
Metadata,	
  Thesauri,	
  etc	
                 	
  

       •   Not	
  going	
  to	
  go	
  in	
  depth	
  
       •   Useful,	
  but	
  a	
  pain	
  and	
  very	
  time	
  intensive	
  
       •   Easy	
  Search	
  example	
  
	
  
Activity	
  

	
         Questions	
  page	
  44-­‐45	
  to	
  identify	
  on	
  a	
  partner’s	
  site	
  
	
         What	
  is	
  your	
  ideal	
  organization	
  scheme?	
  	
  Create	
  it	
  

Activity	
  
         Analyze	
  a	
  non-­‐library	
  website—Dell,	
  Amazon,	
  Apple,	
  CNN,	
  Weather	
  
Chunks	
  of	
  Content	
  

       •    Many	
  sites,	
  especially	
  for	
  large	
  libraries,	
  pieces	
  are	
  chunked	
  together.	
  
       •    How	
  to	
  break	
  up	
  into	
  chunks?	
  	
  Subjects?	
  Audiences?	
  User	
  needs?	
  
       •    It	
  is	
  important	
  to	
  identify	
  what	
  are	
  the	
  major	
  chunking	
  areas.	
  
       •    Chunking	
  aids	
  in	
  navigation	
  &	
  site	
  structure	
  

Activity	
  
       Post	
  it	
  chunking	
  activity—take	
  another	
  group’s	
  post	
  its	
  and	
  card	
  sort	
  them	
  
together	
  (http://www.youtube.com/watch?v=NTW3aGq9jiI)	
  closed	
  card	
  sorts	
  use	
  
existing	
  categories	
  and	
  then	
  open	
  card	
  sorts	
  let	
  you	
  choose	
  the	
  categories	
  

Doing	
  It	
  
Process	
  of	
  IA	
  
Research-­‐Strategy-­‐design-­‐implementation-­‐administration	
  
All	
  of	
  these	
  are	
  the	
  “program”	
  

First	
  4	
  are	
  the	
  project	
  
http://www.youtube.com/watch?v=iVFTBj_BYy0&feature=related	
  
Research	
  

       •    Review	
  of	
  background	
  materials,	
  meet	
  with	
  players,	
  try	
  to	
  get	
  a	
  high	
  level	
  
            understanding	
  of	
  aims	
  and	
  goals	
  of	
  web	
  project	
  
       •    Need	
  to	
  balance	
  the	
  tech	
  side	
  of	
  things,	
  what	
  the	
  users	
  need	
  and	
  want,	
  with	
  
            the	
  goals/politics/mission/HR	
  of	
  the	
  organization	
  
                  o Make	
  sure	
  you	
  reach	
  out	
  to	
  all	
  three	
  groups	
  and	
  get	
  their	
  input	
  
       •    This	
  is	
  where	
  politics	
  play	
  a	
  huge	
  role	
  in	
  making	
  decisions.	
  	
  But	
  if	
  you	
  make	
  
            the	
  decisions	
  now,	
  they	
  should	
  not	
  be	
  questioned	
  later	
  
       •    Need	
  to	
  get	
  buy	
  in	
  
       •    Do	
  background	
  research	
  
                  o Brainstorm	
  questions	
  pg	
  235	
  of	
  IA	
  Sloth	
  Book	
  
       •    Introductory	
  presentations	
  to	
  stakeholders	
  
       •    Interview	
  stakeholder	
  
       •    Assess	
  the	
  technology	
  and	
  skills	
  you	
  have	
  
       •    Doing	
  research	
  now	
  will	
  save	
  time	
  and	
  money	
  later	
  because	
  you	
  come	
  out	
  
            with	
  a	
  better	
  architecture	
  
Research—Content	
  

       •    I	
  like	
  to	
  outline	
  site	
  with	
  Excel—it	
  takes	
  time	
  but	
  you	
  can	
  really	
  see	
  where	
  
            things	
  go.	
  	
  Then	
  look	
  at	
  your	
  list	
  alongside	
  when	
  the	
  pages	
  were	
  last	
  updated	
  
            and	
  usage	
  
•   I	
  also	
  like	
  to	
  look	
  at	
  who	
  created	
  each	
  page	
  and	
  who	
  is	
  most	
  likely	
  to	
  use	
  it	
  
    •   This	
  is	
  also	
  a	
  good	
  place	
  to	
  think	
  about	
  user	
  needs	
  
               o Survey	
  or	
  interview	
  them—pg	
  252	
  &254	
  of	
  IA	
  Sloth	
  book	
  
               o Observe	
  people	
  using	
  current	
  site—ref	
  desk,	
  faculty	
  members,	
  
                       instruction	
  sessions,	
  public	
  workstations	
  
               o Focus	
  groups	
  of	
  various	
  stakeholder	
  groups—ask	
  about	
  site	
  function	
  
                       and	
  possible	
  content;	
  don’t	
  use	
  focus	
  groups	
  for	
  usability	
  
               o Card	
  sorting	
  
               o User	
  testing—first	
  iteration	
  using	
  existing	
  site,	
  and	
  then	
  test	
  each	
  
                       prototype	
  
               o Ethnographic	
  research	
  
               o Contextual	
  inquiry—a	
  user	
  research	
  method	
  rooted	
  in	
  ethnography	
  
                       that	
  allows	
  you	
  to	
  observe	
  how	
  users	
  interact	
  with	
  information	
  in	
  
                       their	
  “natural”	
  settings	
  and	
  in	
  that	
  context,	
  as	
  them	
  why	
  they’re	
  doing	
  
                       what	
  they’re	
  doing	
  
               o Tree	
  testing—see	
  what	
  path	
  users	
  take	
  to	
  find	
  something	
  in	
  your	
  site	
  

Strategy	
  
    •   	
  Contextual	
  understanding	
  that	
  forms	
  the	
  foundation	
  of	
  an	
  IA	
  strategy	
  
    •   It	
  is	
  a	
  “high	
  level	
  conceptual	
  framework	
  for	
  structuring	
  and	
  organizing	
  a	
  web	
  
        site”	
  
    •   Provides	
  high	
  level	
  recommendations	
  of:	
  	
  IA	
  administration,	
  technology	
  
        integration,	
  top	
  down	
  or	
  bottom	
  up	
  emphasis	
  (bottom	
  up	
  has	
  lots	
  of	
  people	
  
        in	
  charge	
  of	
  content,	
  top	
  down	
  has	
  strong	
  IA	
  management	
  model	
  from	
  
        above),	
  organization	
  and	
  labeling	
  systems,	
  document	
  type	
  identification,	
  
        navigation	
  system	
  design	
  
    •   You	
  want	
  this	
  as	
  a	
  project	
  plan,	
  but	
  you	
  don’t	
  want	
  to	
  focus	
  entirely	
  on	
  
        deliverables—this	
  is	
  your	
  vision	
  and	
  you	
  use	
  it	
  to	
  create	
  buy	
  in	
  
    •   If	
  your	
  library	
  is	
  missing	
  a	
  piece	
  of	
  the	
  strategy,	
  you	
  need	
  to	
  improvise	
  
    •   Remember	
  that	
  strategy	
  is	
  not	
  set	
  in	
  stone	
  

Developing	
  the	
  Strategy	
  
    •   Think:	
  what	
  ever	
  works,	
  think	
  about	
  it	
  (you,	
  committee,	
  doodles,	
  etc)	
  
    •   Articulate:	
  	
  scribble	
  down	
  thoughts	
  and	
  gradually	
  make	
  them	
  more	
  coherent.	
  	
  
        One	
  or	
  two	
  people	
  should	
  do	
  the	
  articulating	
  and	
  then	
  run	
  it	
  by	
  others—this	
  
        is	
  not	
  the	
  place	
  for	
  design	
  by	
  committee	
  
    •   Communicate:	
  	
  Start	
  first	
  with	
  committee	
  or	
  “safe”	
  colleagues	
  then	
  move	
  to	
  
        other	
  stakeholders;	
  communications	
  can	
  include	
  reports,	
  diagrams,	
  
        presentations,	
  etc.	
  
    •   Test:	
  	
  this	
  is	
  where	
  you	
  start	
  doing	
  iterations	
  of	
  usability	
  testing,	
  additional	
  
        card	
  sorting;	
  tests	
  should	
  validate	
  whatever	
  strategy	
  you’ve	
  developed	
  
Strategy	
  Deliverables	
  
•   Create	
  metaphors—organizational	
  parallels	
  your	
  library,	
  functional	
  is	
  task	
  
        based,	
  and	
  visual	
  
    •   Develop	
  scenarios	
  as	
  to	
  how	
  people	
  with	
  different	
  needs	
  and	
  behaviors	
  
        would	
  navigate	
  your	
  site;	
  develop	
  personas	
  
    •   Blueprints	
  and	
  wireframes—transform	
  brainstorming	
  into	
  order	
  

Strategy	
  Report	
  
    •   Report,	
  backed	
  up	
  by	
  yourself	
  about	
  the	
  direction	
  the	
  redesign	
  will	
  take	
  
    •   Parts:	
  
                o Executive	
  summary	
  
                o Audience,	
  mission,	
  and	
  vision	
  for	
  the	
  site—good	
  place	
  to	
  define	
  
                      uniform	
  site	
  vocabulary	
  
                o Lessons	
  learned	
  from	
  research—where	
  these	
  crazy	
  ideas	
  came	
  from	
  
                o Architectural	
  strategies	
  and	
  approaches—where	
  to	
  define	
  rules	
  (style	
  
                      guidelines	
  and	
  standards),	
  roles	
  (who	
  does	
  what),	
  resources	
  (content	
  
                      itself	
  as	
  well	
  as	
  infrastructure	
  to	
  hold	
  it),	
  templates	
  
    •   Project	
  plan—here’s	
  where	
  you’ll	
  outline	
  what	
  exactly	
  you’ll	
  do,	
  who	
  will	
  do	
  
        it,	
  an	
  dhow	
  long	
  will	
  it	
  take,	
  etc.	
  
    •   Then	
  market	
  it	
  like	
  hell	
  
Design	
  &	
  Documentation	
  
    •   Where	
  you	
  shape	
  high	
  level	
  strategy	
  into	
  an	
  IA,	
  creating	
  blueprints,	
  
        wireframes,	
  metadata	
  that	
  will	
  be	
  used	
  by	
  programmers,	
  content	
  authors	
  
        throughout	
  production	
  
    •   Produce	
  several	
  views	
  of	
  your	
  IA—for	
  specific	
  audiences	
  and	
  needs;	
  diagram	
  
        can	
  be	
  all	
  things	
  to	
  all	
  people	
  
    •   Determine	
  where	
  things	
  go	
  and	
  how	
  it	
  will	
  be	
  navigated	
  among	
  the	
  site	
  
    •   Present	
  these	
  views	
  in	
  person	
  
    •   Diagram	
  visually—Gliffy,	
  Visio,	
  OmniGiraffe	
  
    •   Blueprints	
  show	
  relationships	
  between	
  pages	
  and	
  other	
  content	
  components	
  
        and	
  can	
  portray	
  organization,	
  navigation,	
  and	
  labeling	
  systems	
  (pg	
  298)	
  
           o Focus	
  on	
  specific	
  aspects	
  of	
  architecture	
  instead	
  of	
  communicating	
  the	
  
                     entire	
  site	
  
           o Focus	
  on	
  major	
  areas	
  and	
  structures;	
  keep	
  it	
  simple	
  (box	
  pg	
  303,	
  305)	
  
           o Can	
  create	
  more	
  detailed	
  blueprints	
  as	
  you	
  move	
  along	
  
    •   Wireframes	
  
           o Depict	
  how	
  an	
  individual	
  page	
  or	
  template	
  should	
  look	
  like	
  from	
  and	
  
                     architectural	
  perspective	
  
           o This	
  is	
  where	
  design	
  comes	
  into	
  play,	
  but	
  we’re	
  only	
  focusing	
  on	
  
                     architecture	
  
           o Helps	
  you	
  decide	
  how	
  to	
  group	
  content	
  compoents,	
  how	
  to	
  order	
  
                     them	
  and	
  which	
  content	
  groups	
  have	
  priority	
  
           o Generally	
  only	
  created	
  as	
  templates	
  for	
  important	
  pages	
  
           o Shows	
  basic	
  organization-­‐tabbed	
  content,	
  sidebars,	
  etc.	
  
o Paper	
  prototyping	
  (http://www.youtube.com/watch?v=Aa-­‐
                     svs5mQD8&feature=related	
  
                     http://www.youtube.com/watch?v=GrV2SZuRPv0	
  
              o Show	
  examples	
  http://www.fatpurple.com/2010/03/04/web-­‐site-­‐
                     wireframes-­‐samples-­‐examples/	
  
       •   Content	
  mapping/inventory	
  
              o Where	
  excel	
  sheet	
  comes	
  in	
  handy	
  
              o Use	
  spreadsheet	
  to	
  group	
  content	
  together	
  and	
  create	
  a	
  blueprint	
  of	
  
                     how	
  things	
  will	
  be	
  
              o Also	
  use	
  this	
  as	
  a	
  way	
  of	
  showing	
  how	
  things	
  will	
  be	
  moved	
  around	
  in	
  
                     case	
  you’re	
  later	
  asked	
  where	
  content	
  went	
  or	
  create	
  server	
  redirects	
  
       •   Content	
  Models	
  
              o These	
  are	
  little	
  chunks	
  of	
  your	
  website	
  that	
  don’t	
  have	
  a	
  context	
  into	
  
                     the	
  site	
  
              o You	
  must	
  find	
  a	
  way	
  to	
  fit	
  these	
  into	
  your	
  site’s	
  overall	
  navigation—
                     IMPORTANT	
  
                            You	
  can	
  do	
  this	
  by	
  having	
  a	
  sort	
  of	
  card	
  sort	
  to	
  see	
  how	
  these	
  
                                could	
  be	
  connected—either	
  linking,	
  bridge	
  pages,	
  or	
  whatever	
  
                                else;	
  need	
  to	
  look	
  at	
  the	
  relationship	
  of	
  this	
  content	
  in	
  a	
  
                                different	
  way	
  
       •   The	
  rest	
  
              o From	
  here,	
  you	
  sketch	
  out	
  design,	
  prototype—this	
  is	
  where	
  things	
  get	
  
                     interesting	
  because	
  every	
  one	
  cares	
  how	
  a	
  site	
  works.	
  	
  But	
  you	
  need	
  to	
  
                     be	
  willing	
  to	
  compromise	
  

Put	
  together	
  an	
  architectural	
  style	
  guide	
  to	
  guide	
  the	
  site	
  in	
  the	
  future—talk	
  about	
  
how	
  its	
  organized,	
  standards,	
  the	
  vision,	
  goals,	
  intended	
  audiences,	
  describe	
  the	
  
content	
  and	
  update	
  policy,	
  when	
  will	
  stuff	
  be	
  removed,	
  etc.	
  	
  
Deliverables	
  
       •   Wireframes	
  
       •   Blueprints	
  (p	
  15)	
  
       •   Controlled	
  Vocabularies	
  
       •   Metadata	
  Schema	
  
Arranging	
  Information	
  

       •   One	
  unified	
  cite	
  or	
  many	
  linked	
  together	
  mini	
  sites?	
  
	
  
Implementation	
  

       •   Site	
  is	
  built,	
  tested,	
  and	
  launched	
  
           	
  

Administration	
  
•   Day	
  to	
  day	
  tasks	
  
       •   Removing	
  old	
  content	
  
       •   Updating	
  content	
  
       •   Creating	
  new	
  content	
  
Art	
  &	
  Science	
  
       •   Be	
  willing	
  to	
  take	
  risks	
  and	
  trust	
  your	
  own	
  intuition	
  
       •   It	
  is	
  just	
  a	
  website,	
  no	
  one	
  is	
  going	
  to	
  die	
  over	
  it	
  
	
  

	
  
	
  

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Redesigning a Website Using Information Architecture Principals

  • 1. Introduction   Agenda:   • Introduction   • Frameworks   • Structuring,  Organizing,  and  Labeling   • Doing  a  redesign   • Odds  &  Ends   What  this  presentation  isn’t   • Detailed  information  about  accessibility   • How  to  do  usability  tests  and  how  to  integrate  the  results  into  a  web  site   • How  to  create  a  website   • How  to  design  a  website  visually   • How  to  use  tools  such  as  Drupal,  Wordpress,  Mediawiki   • Search  engine  optimization/metadata   About  the  presenter   • This  is  why  I  became  a  librarian   • Too  bogged  down  in  early  process,  but  it  made  for  sites  that  were  usable  and   had  significant  room  to  grow   • I  love  studying  librarians  and  library  users  to  see  how  they  work   What  is  Information  Architecture?   Peter  Morville  and  Louis  Rosenfeld  define  it  in  a  complex  way:   • The  structural  design  of  shared  information  environments   • The  combination  of  organization,  labeling,  search,  and  navigation  systems   within  web  sites  and  intranets.   • The  art  and  science  of  shaping  information  products  and  experiences  to   support  usability  and  findability.   • An  emerging  discipline  and  community  of  practice  focused  on  brining   principals  of  design  and  architecture  to  the  digital  landscape.   Why  is  IA  important?   • You  can’t  have  site  that  meets  the  needs  of  all  users  (librarians,  staff,  users,   etc.)  without  some  sort  of  structure.   • It  keeps  stuff  organized,  usable,  and  findable.   • It  allows  adequate  room  to  grow—will  stand  the  test  of  time.   • Flexible  and  scalable.   • Sadly,  most  library  websites  grow  organically  over  time  in  an  unorganized   manner   Why  Library  Web  Sites?  
  • 2. Well,  we  are  the  information  people,  but  most  librarians  don’t  understand  IA   • There  are  so  many  bad  examples   • We  don’t  allow  our  shelves  to  be  chaotic  (well…we  try  hard),  so  why  don’t   put  the  same  emphasis  on  our  web  sites?   Most  web  librarians  are  “accidental”  and  library  school  doesn’t  prepare  you  for  such  a  role   Newer,  younger  librarians,  are  seen  as  “tech  savvy”  and  are  often  handed  web   responsibilities,  even  though  you’re  not  adequately  prepared   Yes,  you  learn  HTML,  but  often  either  don’t  go  further,  or  go  into  theory   • This  is  why  I  became  a  librarian   What  do  you  want  to  get  out  of  this?   • Your  website   • Your  vision  for  the  website   • Political  view  point     Frameworks   Accessibility  &  Usability   • Figuring  out  what  your  user  want  and  need  within  your  site   • Must  design  the  site,  and  especially  the  structure  of  it  while  using  the  user   framework   Context/Content/Users   • Figure  2-­‐2,  pg  25   • You  need  a  balance  among  these  three  areas   • Be  prepared  from  vagueness  and  having  to  make  executive  decisions  with   these  3  in  mind   Context   • Every  site  as  a  context   • Each  organization  is  unique   • Our  IA  provides  a  snapshot  of  your  organization,  including,  mission,  vision,   values,  strategy,  and  culture   • This  is  usually  tacit  knowledge  and  can  be  difficult  for  your  organization  to   put  down  on  paper   • What  are  the  key  tasks  people  need  to  do  on  the  site?   Content   • Who  owns  the  content—this  is  political  and  often  affects  how  much  control   one  has  over  the  site   • Formats—tutorials,  guides,  information,  resources,  and  how  their  organized   • Structure—we’ll  talk  about  this  on  and  off  all  day  
  • 3. Metadata/Controlled  Vocabularies—is  it  the  library’s  or  the  users?    Be   standard   • Volume—how  much  stuff?   • Dynamism—how  much  material  will  be  added  in  future?    How  quickly  will   content  get  state?   • Will  the  content  allow  users  to  complete  tasks   Users   • Need  a  good  picture  of  your  users  and  what  they  do   • Get  data  from  web  logs,  analytics,  usability,  observations—user  research   • Design  the  site  with  all  groups  in  mind   • Are  user  groups  and  tasks  matched?    Any  orphans?   Personas  (http://www.agilemodeling.com/artifacts/personas.htm)   • I  argue  this  is  the  most  important  thing   Politics   • Politics  play  a  big  role  in  web  site  design,  and  you  need  to  understand  your   library’s  politics  well   • You  need  to  be  able  to  make  executive  decision   • Politics  are  complex,  but  make  for  a  complex  web  site   Activity   • What  is  the  context  of  your  website   • What  content  should  be  in  your  website   • Who  are  the  users?   • What  are  the  key  tasks?   • Ask  yourself  questions   • My  thought  is  that  library  websites  can  be  broken  down  into  3  key  areas:     information,  resources,  services   • Which  of  these  three  are  most  important   Structuring,  Organizing,  and  Labeling   Purpose   • Organization—main  page,  navigation  bar,  links,  content  pages,  sitemap,  site   index,  search   • Dimensions—multidimensional  information  space  with  hypertextual   navigation   • Boundaries—Fairly  intangible  and  bleeds  information  into  other  sites   • Need  a  unified  presence—example  is  ORR   Can  use  this  argument  to  explain  why  libraries  need  to  have  different  website   from  university  
  • 4. Organization—presenting  information  in  a  variety  of  ways   • Navigation—help  users  move  through  the  content   • Search—allow  users  to  search  the  content   • Labeling—describe  categories,  links,  etc  in  a  language  that  users  understand     Organization  System   • Need  to  figure  out  what  is  most  important  to  your  audience—are  you  going   to  arrange  site  by  tasks,  by  user  group,  or  how?   • I  consider  this  to  be  the  most  important  aspect  of  your  site  because   everything  works  around  this  common  theme   • Don’t  try  to  do  too  much,  you  get  Illinois’  site   • Examples  include  by  topic,  tasks,  audience,  or  a  combination,  alphabetical,   chronological,  etc.   Organization  Structures     • Flat/hierarchical-­‐-­‐Charts  pg  70-­‐71  of  IA  Sloth  Book   • Hierarchical  makes  users  click  more.    Flat  can  allow  for  more  sections  of   content   • There  is  no  rule,  but:   o Don’t  overload  users  with  too  many  options   o Group  and  structure  information  at  the  page  level—broad  categories   for  listing  links  on  a  page;  don’t  have  too  many  categories  and  limit   the  number  of  links  under  each   o Do  user  testing  to  show  you  have  the  right  structure  and  to  verify   your  argument  to  others   o I  like  a  broad  and  shallow  because  it  doesn’t  force  content  into  a   narrow  category  and  therefore  gives  you  room  to  grow—but  keep  in   mind  everything  can  be  linked  to  everything  else,  so  it  may  not  be   easy  or  clean   Navigation  Systems   • One  or  more  system  to  help  users  navigate  through  your  site   • Site  Map,  A-­‐Z  list,  shortcut  type  links  to  2nd  level  pages,  etc.   • Breadcrumbs   • Needs  to  be  flexible   • If  something  doesn’t  fit  into  navigation,  ask  if  it  is  important?    Or  do  you  need   to  add  to  (not  change)  navigation  system?   • Allow  for  context  and  flexibility   Types  of  Navigation   • Side  panel,  lists,  index,  sitemap,  etc.    Arguement  there  should  be  five  ways  to   find  something  
  • 5. This  is  a  gray  area  between  design  and  architecture   • Need  to  have  some  sort  of  “you  are  here”  indicator—breadcrumb,  map,  etc   o Have  some  sort  of  library  logo  and/or  name  on  every  page  so  they   know  they’re  in  the  library,  even  if  they  didn’t  come  through  the  home   page   o Find  a  corporate  example   • Global  (site-­‐wide)  navigation  systems—huge  impact  on  usability,  so  do  it;   Dell,  Amazon,  and  Apple  are  example;  can  start  at  homepage  or  on  a   secondary  page;  forces  difficult  decisions  as  to  organization  topics  and  must   be  informed  by  users  and  organizational  culture   • Local—a  complement  to  global  navigation  and  allows  users  to  explore  the   immediate  area;  can  have  multiple  navigation  making  up  individual  subsites   such  as  Illinois   • Contextual  Navigation—navigation  for  a  certain  page,  document,  or  object;   could  give  you  “see  also”  links  to  point  to  similar  topics   • Graphic  or  text?    Either,  but  if  you  use  both,  make  sure  they  complement  each   other  and  make  sure  users  understand  both;  graphics  can  make  the  screen   crowded;  Usability  people  say  keep  it  simple   Search  Systems   • Need  to  search  site  and  related  sites  (try  Google  site  search  for  this)   • Be  able  to  search  the  web  (hey,  we’re  a  library)   • Searching  other  resources?    User  testing  shows  that  they  come  to  the  library   web  site  to  search,  so  that  should  have  prominence.   • But  what  search  to  highlight?   • How  do  users  differentiate  between  the  various  types  of  search  the  library   has?   Search  vs.  Browse   • Need  to  be  able  to  do  both   • Need  to  be  able  to  navigate  and  have  easy  search  structure  in  place   • Don’t  let  search  be  a  band  aid  to  bad  site  design   • Search  should  be  the  last  thing  you  think  about  and  not  used  as  a  crutch   • Search  helps  fragmented  sites,  but  you  don’t  want  a  fragmented  site   • Users  do  expect  search  to  be  there  and  work   Labeling  Systems   • It  stinks,  but  have  a  standardized  labeling  system  (fonts,  colors,  vocabulary,   etc)  and  make  editors  stick  to  it.   • When  labeling,  remember  how  users  speak;  librarians  can  adjust   • Labels  should  meet  user  needs,  but  still  reflect  the  content   • Should  educate  users  about  new  concepts  and  help  them  identify  new   concepts   • Just  say  no  to  acronyms.  
  • 6. Make  sure  there  is  some  sort  of  consistent  identifier  so  user  knows  they’re  at   the  library  and  where  they  are  within  the  site   • Labeling  is  an  art,  not  a  science   Types  of  Labels   • Contextual  links  –  hyperlinks  to  another  page  or  another  place  on  the  same   page—these  need  to  speak  for  themselves  and  be  descriptive  so  others   understand  where  exactly  they’re  linking  to   • Headings—should  adequately  describe  the  text  that  follows;  should  be   visibly  clear  with  H1  standing  out  more  than  H3;  don’t  need  to  start  with  an   H1  at  the  top  of  a  page   • Navigation  Choices  –  be  consistent  site  wide—is  your  first  page  the  gateway,   home  page,  or  index  page,  etc.;  other  labels  page  91   • Card  sorting  helps  out  a  lot-­‐-­‐-­‐put  25  topics  on  your  post  its  in  one  color.    Put   topics  on  post  its  in  another  (divide  into  groups  based  on  library  type)   • Index  Terms—basically  an  index  description  of  everything  on  your  site.     Hard  to  maintain,  but  easy  to  navigate  (I  know  we  have  a  page  on  this…);  can   be  tied  into  a  search  of  metadata  on  the  page   Site  Maps/Indexes   • Use  to  reinforce  hierarchy  so  users  can  understand  how  content  is  organized   • Allows  for  fast  &  direct  access  to  the  site  contents  for  those  who  know  what   they  want   • Don’t  give  too  much  information—it  can  be  overwhelming   • Indexes  don’t  use  hierarchy,  but  presents  keywords  or  phrases   alphabetically;  pages  can  have  multiple  entries   • Large,  complex  sites  should  have  both   • Need  to  decide  how  granular  to  be   • Big  ones  can  be  populated  by  a  database  and  controlled  vocabulary   • Guides  use  sequential  navigation—brings  home  point  that  you  need  to  define   various  components  of  your  website   Metadata,  Thesauri,  etc     • Not  going  to  go  in  depth   • Useful,  but  a  pain  and  very  time  intensive   • Easy  Search  example     Activity     Questions  page  44-­‐45  to  identify  on  a  partner’s  site     What  is  your  ideal  organization  scheme?    Create  it   Activity  
  • 7.   Analyze  a  non-­‐library  website—Dell,  Amazon,  Apple,  CNN,  Weather   Chunks  of  Content   • Many  sites,  especially  for  large  libraries,  pieces  are  chunked  together.   • How  to  break  up  into  chunks?    Subjects?  Audiences?  User  needs?   • It  is  important  to  identify  what  are  the  major  chunking  areas.   • Chunking  aids  in  navigation  &  site  structure   Activity   Post  it  chunking  activity—take  another  group’s  post  its  and  card  sort  them   together  (http://www.youtube.com/watch?v=NTW3aGq9jiI)  closed  card  sorts  use   existing  categories  and  then  open  card  sorts  let  you  choose  the  categories   Doing  It   Process  of  IA   Research-­‐Strategy-­‐design-­‐implementation-­‐administration   All  of  these  are  the  “program”   First  4  are  the  project   http://www.youtube.com/watch?v=iVFTBj_BYy0&feature=related   Research   • Review  of  background  materials,  meet  with  players,  try  to  get  a  high  level   understanding  of  aims  and  goals  of  web  project   • Need  to  balance  the  tech  side  of  things,  what  the  users  need  and  want,  with   the  goals/politics/mission/HR  of  the  organization   o Make  sure  you  reach  out  to  all  three  groups  and  get  their  input   • This  is  where  politics  play  a  huge  role  in  making  decisions.    But  if  you  make   the  decisions  now,  they  should  not  be  questioned  later   • Need  to  get  buy  in   • Do  background  research   o Brainstorm  questions  pg  235  of  IA  Sloth  Book   • Introductory  presentations  to  stakeholders   • Interview  stakeholder   • Assess  the  technology  and  skills  you  have   • Doing  research  now  will  save  time  and  money  later  because  you  come  out   with  a  better  architecture   Research—Content   • I  like  to  outline  site  with  Excel—it  takes  time  but  you  can  really  see  where   things  go.    Then  look  at  your  list  alongside  when  the  pages  were  last  updated   and  usage  
  • 8. I  also  like  to  look  at  who  created  each  page  and  who  is  most  likely  to  use  it   • This  is  also  a  good  place  to  think  about  user  needs   o Survey  or  interview  them—pg  252  &254  of  IA  Sloth  book   o Observe  people  using  current  site—ref  desk,  faculty  members,   instruction  sessions,  public  workstations   o Focus  groups  of  various  stakeholder  groups—ask  about  site  function   and  possible  content;  don’t  use  focus  groups  for  usability   o Card  sorting   o User  testing—first  iteration  using  existing  site,  and  then  test  each   prototype   o Ethnographic  research   o Contextual  inquiry—a  user  research  method  rooted  in  ethnography   that  allows  you  to  observe  how  users  interact  with  information  in   their  “natural”  settings  and  in  that  context,  as  them  why  they’re  doing   what  they’re  doing   o Tree  testing—see  what  path  users  take  to  find  something  in  your  site   Strategy   •  Contextual  understanding  that  forms  the  foundation  of  an  IA  strategy   • It  is  a  “high  level  conceptual  framework  for  structuring  and  organizing  a  web   site”   • Provides  high  level  recommendations  of:    IA  administration,  technology   integration,  top  down  or  bottom  up  emphasis  (bottom  up  has  lots  of  people   in  charge  of  content,  top  down  has  strong  IA  management  model  from   above),  organization  and  labeling  systems,  document  type  identification,   navigation  system  design   • You  want  this  as  a  project  plan,  but  you  don’t  want  to  focus  entirely  on   deliverables—this  is  your  vision  and  you  use  it  to  create  buy  in   • If  your  library  is  missing  a  piece  of  the  strategy,  you  need  to  improvise   • Remember  that  strategy  is  not  set  in  stone   Developing  the  Strategy   • Think:  what  ever  works,  think  about  it  (you,  committee,  doodles,  etc)   • Articulate:    scribble  down  thoughts  and  gradually  make  them  more  coherent.     One  or  two  people  should  do  the  articulating  and  then  run  it  by  others—this   is  not  the  place  for  design  by  committee   • Communicate:    Start  first  with  committee  or  “safe”  colleagues  then  move  to   other  stakeholders;  communications  can  include  reports,  diagrams,   presentations,  etc.   • Test:    this  is  where  you  start  doing  iterations  of  usability  testing,  additional   card  sorting;  tests  should  validate  whatever  strategy  you’ve  developed   Strategy  Deliverables  
  • 9. Create  metaphors—organizational  parallels  your  library,  functional  is  task   based,  and  visual   • Develop  scenarios  as  to  how  people  with  different  needs  and  behaviors   would  navigate  your  site;  develop  personas   • Blueprints  and  wireframes—transform  brainstorming  into  order   Strategy  Report   • Report,  backed  up  by  yourself  about  the  direction  the  redesign  will  take   • Parts:   o Executive  summary   o Audience,  mission,  and  vision  for  the  site—good  place  to  define   uniform  site  vocabulary   o Lessons  learned  from  research—where  these  crazy  ideas  came  from   o Architectural  strategies  and  approaches—where  to  define  rules  (style   guidelines  and  standards),  roles  (who  does  what),  resources  (content   itself  as  well  as  infrastructure  to  hold  it),  templates   • Project  plan—here’s  where  you’ll  outline  what  exactly  you’ll  do,  who  will  do   it,  an  dhow  long  will  it  take,  etc.   • Then  market  it  like  hell   Design  &  Documentation   • Where  you  shape  high  level  strategy  into  an  IA,  creating  blueprints,   wireframes,  metadata  that  will  be  used  by  programmers,  content  authors   throughout  production   • Produce  several  views  of  your  IA—for  specific  audiences  and  needs;  diagram   can  be  all  things  to  all  people   • Determine  where  things  go  and  how  it  will  be  navigated  among  the  site   • Present  these  views  in  person   • Diagram  visually—Gliffy,  Visio,  OmniGiraffe   • Blueprints  show  relationships  between  pages  and  other  content  components   and  can  portray  organization,  navigation,  and  labeling  systems  (pg  298)   o Focus  on  specific  aspects  of  architecture  instead  of  communicating  the   entire  site   o Focus  on  major  areas  and  structures;  keep  it  simple  (box  pg  303,  305)   o Can  create  more  detailed  blueprints  as  you  move  along   • Wireframes   o Depict  how  an  individual  page  or  template  should  look  like  from  and   architectural  perspective   o This  is  where  design  comes  into  play,  but  we’re  only  focusing  on   architecture   o Helps  you  decide  how  to  group  content  compoents,  how  to  order   them  and  which  content  groups  have  priority   o Generally  only  created  as  templates  for  important  pages   o Shows  basic  organization-­‐tabbed  content,  sidebars,  etc.  
  • 10. o Paper  prototyping  (http://www.youtube.com/watch?v=Aa-­‐ svs5mQD8&feature=related   http://www.youtube.com/watch?v=GrV2SZuRPv0   o Show  examples  http://www.fatpurple.com/2010/03/04/web-­‐site-­‐ wireframes-­‐samples-­‐examples/   • Content  mapping/inventory   o Where  excel  sheet  comes  in  handy   o Use  spreadsheet  to  group  content  together  and  create  a  blueprint  of   how  things  will  be   o Also  use  this  as  a  way  of  showing  how  things  will  be  moved  around  in   case  you’re  later  asked  where  content  went  or  create  server  redirects   • Content  Models   o These  are  little  chunks  of  your  website  that  don’t  have  a  context  into   the  site   o You  must  find  a  way  to  fit  these  into  your  site’s  overall  navigation— IMPORTANT    You  can  do  this  by  having  a  sort  of  card  sort  to  see  how  these   could  be  connected—either  linking,  bridge  pages,  or  whatever   else;  need  to  look  at  the  relationship  of  this  content  in  a   different  way   • The  rest   o From  here,  you  sketch  out  design,  prototype—this  is  where  things  get   interesting  because  every  one  cares  how  a  site  works.    But  you  need  to   be  willing  to  compromise   Put  together  an  architectural  style  guide  to  guide  the  site  in  the  future—talk  about   how  its  organized,  standards,  the  vision,  goals,  intended  audiences,  describe  the   content  and  update  policy,  when  will  stuff  be  removed,  etc.     Deliverables   • Wireframes   • Blueprints  (p  15)   • Controlled  Vocabularies   • Metadata  Schema   Arranging  Information   • One  unified  cite  or  many  linked  together  mini  sites?     Implementation   • Site  is  built,  tested,  and  launched     Administration  
  • 11. Day  to  day  tasks   • Removing  old  content   • Updating  content   • Creating  new  content   Art  &  Science   • Be  willing  to  take  risks  and  trust  your  own  intuition   • It  is  just  a  website,  no  one  is  going  to  die  over  it