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Cores	
  and	
  Paths:	
  Designing	
  from	
  the	
  Inside	
  Out	
  
Imagine	
  you’re	
  on	
  one	
  side	
  a	
  grass	
  lawn	
  and	
  you	
  want	
  to	
  reach	
  the	
  bus	
  stop	
  on	
  the	
  opposite	
  side.	
  Do	
  
you	
  walk	
  on	
  the	
  sidewalk	
  around	
  the	
  edges	
  or	
  cross	
  in	
  the	
  middle?	
  Assuming	
  the	
  grass	
  is	
  dry	
  and	
  it’s	
  
not	
  prohibited,	
  you’d	
  probably	
  take	
  the	
  shortest	
  path	
  and	
  walk	
  across	
  the	
  lawn	
  to	
  the	
  bus	
  stop.	
  If	
  
others	
  have	
  done	
  so	
  before,	
  you	
  may	
  see	
  a	
  beaten	
  path	
  that	
  you	
  could	
  follow.	
  	
  

Such	
  unplanned	
  paths	
  connect	
  the	
  shortest	
  distance	
  between	
  two	
  points,	
  and	
  we	
  can	
  find	
  them	
  
everywhere	
  in	
  our	
  surroundings.	
  In	
  urban	
  planning	
  they	
  are	
  known	
  as	
  “desire	
  paths”	
  or	
  “desire	
  
lines.”	
  (http://en.wikipedia.org/wiki/Desire_path)	
  They	
  are	
  an	
  indication	
  of	
  the	
  gap	
  between	
  natural	
  
human	
  behavior	
  and	
  contrived	
  routes.	
  	
  

Architect	
  Christopher	
  Alexander	
  recognizes	
  desire	
  lines	
  in	
  his	
  renowned	
  book	
  A	
  Pattern	
  Language	
  
(1976).	
  He	
  gives	
  specific	
  instructions	
  for	
  leveraging	
  them	
  in	
  architecture:	
  

            To	
  lay	
  out	
  paths,	
  first	
  place	
  goals	
  at	
  natural	
  points	
  of	
  interest.	
  Then	
  connect	
  the	
  goals	
  to	
  one	
  
            another	
  to	
  form	
  the	
  paths.	
  

In	
  principle,	
  Alexander's	
  approach	
  is	
  to	
  begin	
  with	
  the	
  goals—the	
  things	
  people	
  ultimately	
  want—and	
  
then	
  link	
  them	
  together	
  in	
  the	
  most	
  useful	
  way.	
  	
  

Typically	
  in	
  web	
  design,	
  the	
  opposite	
  approach	
  is	
  usually	
  the	
  rule:	
  designers	
  begin	
  with	
  the	
  
homepage.	
  They	
  then	
  work	
  out	
  a	
  navigation	
  scheme,	
  which	
  pages	
  at	
  the	
  bottom	
  automatically	
  
inherit	
  whether	
  it's	
  appropriate	
  or	
  not.	
  And	
  the	
  goal—or	
  the	
  primary	
  content	
  people	
  are	
  looking	
  
for—turns	
  out	
  to	
  be	
  the	
  last	
  thing	
  that	
  gets	
  attention	
  in	
  the	
  design	
  process.	
  

Inspired	
  by	
  "desire	
  lines,"	
  we	
  can	
  reverse	
  this	
  tendency	
  in	
  Web	
  design.	
  "Cores	
  and	
  Paths"	
  is	
  a	
  specific	
  
technique	
  to	
  guide	
  you	
  through	
  this	
  process.	
  The	
  result	
  is	
  a	
  straight	
  path	
  to	
  the	
  core	
  offering	
  on	
  your	
  
site.	
  	
  	
  


The	
  Cores	
  and	
  Paths	
  Model	
  
"Start	
  with	
  the	
  goal"	
  is	
  the	
  clear	
  recommendation	
  of	
  the	
  Norwegian	
  information	
  architect	
  Are	
  
Halland	
  in	
  his	
  presentation	
  “Cores	
  and	
  Paths:	
  Designing	
  for	
  Findability“	
  (http://slidesha.re/dnwrLX;	
  IA	
  
Summit,	
  2007).	
  Here,	
  he	
  outlines	
  an	
  alternative	
  approach	
  for	
  web	
  design:	
  instead	
  of	
  beginning	
  with	
  
the	
  homepage	
  and	
  overall	
  navigation	
  scheme,	
  start	
  with	
  the	
  core	
  content	
  and	
  work	
  outward	
  from	
  
there.	
  It's	
  that	
  straightforward	
  and	
  simple	
  

The	
  technique	
  is	
  based	
  three	
  key	
  elements:	
  

1. The	
  Core:	
  The	
  core	
  is	
  the	
  reason	
  users	
  come	
  to	
  site.	
  From	
  the	
  provider's	
  perspective,	
  the	
  core	
  is	
  
   what's	
  offered	
  on	
  the	
  site.	
  Note	
  that	
  the	
  core	
  isn't	
  always	
  a	
  page.	
  For	
  YouTube,	
  the	
  core	
  is	
  a	
  
   video	
  and	
  not	
  a	
  page	
  on	
  www.youtube.com.	
  This	
  makes	
  it	
  possible	
  to	
  have	
  distributable	
  cores,	
  or	
  
   content	
  that	
  may	
  be	
  found	
  on	
  other	
  websites.	
  	
  
   The	
  core	
  may	
  be	
  accompanied	
  by	
  supporting	
  information.	
  Technical	
  details,	
  for	
  instance,	
  can	
  be	
  
   considered	
  an	
  extension	
  of	
  the	
  core.	
  On	
  sites	
  like	
  flickr	
  a	
  description	
  of	
  a	
  photo	
  as	
  well	
  as	
  the	
  
   tags	
  user	
  give	
  it	
  are	
  supporting	
  information	
  for	
  the	
  core,	
  which	
  is	
  the	
  photo	
  itself.	
  	
  
   	
  

	
                                                                                                                                                                1	
  
2. Inward	
  Paths:	
  How	
  do	
  users	
  get	
  to	
  the	
  core?	
  Sometimes	
  visitors	
  arrive	
  at	
  the	
  core	
  via	
  the	
  main	
  
       navigation	
  or	
  search	
  of	
  site.	
  But	
  they	
  might	
  also	
  come	
  directly	
  from	
  Google.	
  Other	
  paths	
  are	
  
       possible	
  as	
  well,	
  such	
  as	
  links	
  from	
  other	
  sites,	
  teasers,	
  entering	
  URLs	
  directly	
  in	
  the	
  browser,	
  and	
  
       even	
  via	
  RSS	
  feeds	
  and	
  newsletters.	
  Thinking	
  about	
  inwards	
  paths	
  also	
  considers	
  aspects	
  of	
  SEO,	
  
       such	
  as	
  what	
  the	
  trigger	
  words	
  are	
  that	
  people	
  are	
  searching	
  on.	
  	
  	
  
       	
  
3. Outward	
  Paths:	
  Assuming	
  users	
  found	
  what	
  they	
  were	
  looking	
  for,	
  what	
  can	
  they	
  do	
  from	
  there?	
  
       What	
  are	
  their	
  calls	
  to	
  action?	
  Fundamentally	
  every	
  subsequent	
  interaction	
  should	
  bring	
  some	
  
       kind	
  of	
  value	
  to	
  the	
  business.	
  This	
  is	
  where	
  conversion	
  takes	
  place.	
  Outward	
  paths	
  can	
  be	
  
       everything	
  from	
  placing	
  an	
  item	
  in	
  a	
  "shopping	
  cart"	
  to	
  recommending	
  a	
  product	
  to	
  a	
  friend.	
  As	
  
       with	
  inward	
  paths,	
  there	
  are	
  a	
  variety	
  of	
  options	
  to	
  consider,	
  including	
  links	
  that	
  lead	
  away	
  from	
  
       the	
  site.	
  	
  
	
  
Each	
  of	
  these	
  three	
  elements	
  has	
  a	
  different	
  function.	
  The	
  core	
  is	
  really	
  where	
  value	
  creation	
  for	
  
both	
  users	
  and	
  the	
  business	
  takes	
  place.	
  Persuasion	
  plays	
  a	
  big	
  role	
  here:	
  organizations	
  ultimately	
  
want	
  users	
  to	
  take	
  some	
  specific	
  action.	
  The	
  inward	
  paths	
  ensure	
  findability.	
  This	
  is	
  how	
  people	
  come	
  
to	
  the	
  products	
  and	
  services	
  they	
  are	
  looking	
  for	
  on	
  the	
  web.	
  From	
  a	
  business	
  standpoint,	
  the	
  
outward	
  paths	
  are	
  what	
  bring	
  ROI	
  to	
  an	
  organization.	
  
	
  
Below	
  is	
  an	
  illustration	
  of	
  the	
  Cores	
  and	
  Paths	
  model,	
  using	
  Amazon	
  as	
  an	
  example	
  (Figure	
  1).	
  The	
  
core	
  is	
  a	
  product,	
  represented	
  here	
  by	
  an	
  image	
  of	
  a	
  book	
  cover	
  and	
  its	
  key	
  details,	
  indicated	
  in	
  the	
  
red	
  box.	
  Users	
  find	
  that	
  book	
  in	
  numerous	
  ways,	
  listed	
  on	
  the	
  left.	
  These	
  are	
  the	
  inward	
  paths.	
  
Amazon	
  sees	
  a	
  return	
  on	
  investment	
  when	
  users	
  take	
  action	
  on	
  the	
  core,	
  seen	
  on	
  the	
  right	
  as	
  
possible	
  outward	
  paths.	
  	
  




                                                                                                                     	
  
Figure	
  1:	
  The	
  Cores	
  and	
  Paths	
  model	
  for	
  www.amazon.com	
  


The	
  Cores	
  and	
  Paths	
  Process	
  
The	
  following	
  section	
  shows	
  how	
  the	
  Cores	
  and	
  Paths	
  method	
  can	
  be	
  used	
  in	
  a	
  practical	
  situation	
  
based	
  on	
  a	
  hypothetical	
  example.	
  Imagine	
  the	
  following	
  scenario:	
  

            You	
  work	
  for	
  a	
  small	
  agency	
  and	
  have	
  been	
  contracted	
  by	
  a	
  bicycle	
  shop	
  to	
  improve	
  their	
  
            website.	
  The	
  shop	
  currently	
  only	
  has	
  a	
  "brochure-­‐like"	
  website	
  with	
  address	
  and	
  opening	
  

	
                                                                                                                                                             2	
  
times.	
  They'd	
  now	
  like	
  to	
  get	
  into	
  ecommerce	
  and	
  be	
  able	
  to	
  sell	
  online.	
  The	
  product	
  line	
  
            consists	
  of	
  high-­‐end	
  racing	
  bikes	
  and	
  mountain	
  bikes,	
  along	
  with	
  the	
  appropriate	
  accessories	
  
            for	
  each.	
  There	
  are	
  about	
  1000	
  products	
  in	
  total	
  they	
  want	
  to	
  sell	
  online.	
  The	
  shop's	
  main	
  
            target	
  groups	
  are	
  professional	
  cyclists	
  and	
  highly	
  motivated	
  amateurs.	
  As	
  a	
  result,	
  the	
  bikes	
  
            sold	
  are	
  primarily	
  from	
  premium	
  brands.	
  The	
  design	
  of	
  the	
  website	
  should	
  highlight	
  the	
  high	
  
            quality	
  of	
  their	
  products.	
  	
  

Following	
  the	
  Cores	
  and	
  Paths	
  approach,	
  here's	
  how	
  to	
  design	
  the	
  website	
  from	
  the	
  inside	
  out:	
  

STEP	
  1:	
  Define	
  the	
  core	
  
What	
  is	
  the	
  core	
  offering?	
  First,	
  make	
  a	
  list	
  of	
  possible	
  candidates:	
  bicycles,	
  accessories,	
  services,	
  etc.	
  
It	
  starts	
  with	
  brainstorming	
  so	
  there	
  are	
  no	
  right	
  or	
  wrong	
  answers	
  initially.	
  After	
  compiling	
  a	
  
complete	
  list,	
  decide	
  on	
  a	
  core	
  and	
  its	
  supporting	
  information.	
  In	
  large	
  teams	
  this	
  means	
  getting	
  
agreement	
  from	
  team	
  members	
  and	
  stakeholders	
  alike.	
  	
  

In	
  the	
  above	
  scenario,	
  the	
  core	
  is	
  the	
  product—a	
  bike.	
  A	
  photo	
  of	
  the	
  product	
  is	
  a	
  central	
  element	
  to	
  
represent	
  the	
  core.	
  The	
  bike	
  features,	
  brand	
  and	
  product	
  line	
  are	
  all	
  types	
  of	
  information	
  that	
  belong	
  
to	
  core	
  in	
  this	
  case.	
  Supporting	
  information	
  includes	
  the	
  price	
  and	
  additional	
  technical	
  details.	
  	
  	
  

After	
  deciding	
  on	
  and	
  prioritizing	
  these	
  details,	
  sketch	
  the	
  core	
  (Figure	
  2).	
  Don't	
  sketch	
  the	
  entire	
  
page	
  with	
  navigation	
  and	
  a	
  logo:	
  just	
  focus	
  on	
  the	
  core.	
  Customers	
  may	
  want	
  view	
  details	
  of	
  the	
  
product	
  up	
  close,	
  so	
  consider	
  how	
  they	
  will	
  interact	
  with	
  the	
  images	
  even	
  at	
  this	
  stage.	
  Think	
  about	
  
the	
  experience	
  visitors	
  will	
  have	
  with	
  the	
  core	
  once	
  they	
  find	
  it.	
  	
  	
  




                                                                                                                 	
  
Figure	
  2:	
  Sketch	
  of	
  the	
  core	
  and	
  supporting	
  information	
  

Keep	
  in	
  mind	
  that	
  users	
  will	
  also	
  be	
  visiting	
  the	
  site	
  from	
  smartphones	
  and	
  tablets.	
  And	
  they	
  may	
  also	
  
post	
  an	
  image	
  to	
  facebook	
  or	
  Pinterest.	
  This	
  is	
  an	
  example	
  of	
  a	
  "distributable	
  core."	
  So	
  also	
  sketch	
  
how	
  the	
  core	
  might	
  transpose	
  to	
  these	
  different	
  contexts	
  (Figure	
  3).	
  Again,	
  do	
  this	
  without	
  sketching	
  
the	
  page	
  chrome	
  or	
  navigation—just	
  focus	
  on	
  the	
  core.	
  	
  




	
                                                                                                                                                             3	
  
 
Figure	
  3:	
  Versions	
  of	
  the	
  core	
  in	
  different	
  possible	
  contexts.	
  	
  

From	
  this	
  you'll	
  see	
  how	
  the	
  core	
  and	
  supporting	
  information	
  behave	
  in	
  different	
  situations.	
  You	
  may	
  
have	
  to	
  go	
  back	
  and	
  forth	
  between	
  the	
  versions	
  updating	
  them	
  iteratively.	
  	
  

	
  
STEP	
  2:	
  List	
  all	
  possible	
  inward	
  paths.	
  	
  
What	
  are	
  all	
  the	
  ways	
  that	
  users	
  can	
  reach	
  your	
  core?	
  Obvious	
  things	
  come	
  to	
  mind	
  at	
  first:	
  site	
  
search,	
  the	
  main	
  navigation,	
  Google,	
  and	
  links	
  from	
  other	
  websites.	
  But	
  more	
  paths	
  come	
  into	
  play	
  as	
  
you	
  brainstorm:	
  links	
  from	
  comparison	
  shopping	
  sites	
  and	
  even	
  references	
  from	
  offline	
  media,	
  such	
  
as	
  a	
  printed	
  catalog.	
  	
  

For	
  each	
  inward	
  path	
  in	
  your	
  list,	
  also	
  write	
  down	
  all	
  of	
  the	
  design	
  requirements	
  that	
  must	
  be	
  met.	
  
For	
  instance,	
  SEO	
  and	
  landing	
  page	
  optimization	
  is	
  necessary	
  for	
  visitors	
  coming	
  from	
  Google	
  and	
  
other	
  search	
  engines.	
  (See	
  Figure	
  4)	
  	
  
	
  




                                                                                                	
  
Figure	
  4:	
  A	
  list	
  of	
  possible	
  inward	
  paths	
  and	
  the	
  key	
  requirements	
  for	
  each	
  

STEP	
  3:	
  List	
  all	
  possible	
  outward	
  paths.	
  	
  
Determine	
  the	
  paths	
  away	
  from	
  the	
  core.	
  As	
  in	
  STEP	
  2,	
  also	
  include	
  requirements	
  for	
  each	
  item	
  in	
  the	
  
list.	
  This	
  helps	
  to	
  rank	
  the	
  outward	
  paths	
  in	
  terms	
  of	
  importance	
  to	
  the	
  business,	
  providing	
  clarity	
  for	
  

	
                                                                                                                                                              4	
  
the	
  design	
  in	
  later	
  on.	
  (See	
  Figure	
  5).	
  A	
  clear	
  call	
  to	
  action	
  button	
  brings	
  the	
  user	
  to	
  the	
  checkout	
  
process	
  in	
  this	
  example.	
  And	
  if	
  the	
  customer	
  can't	
  decide	
  right	
  away,	
  a	
  link	
  to	
  a	
  wish	
  list	
  or	
  to	
  
recommend	
  the	
  product	
  to	
  others	
  is	
  a	
  second	
  priority.	
  	
  
	
  




                                                                                                        	
  
Figure	
  5:	
  List	
  of	
  outward	
  paths	
  with	
  prioritizations	
  

Up	
  to	
  this	
  point,	
  we've	
  neither	
  looked	
  at	
  the	
  homepage	
  nor	
  have	
  we	
  thought	
  about	
  the	
  navigation.	
  
Yet,	
  we've	
  addressed	
  important	
  design	
  decisions,	
  such	
  what	
  a	
  mobile	
  version	
  of	
  the	
  core	
  product	
  
might	
  look	
  like	
  and	
  how	
  people	
  will	
  interact	
  with	
  the	
  primary	
  content	
  of	
  the	
  site.	
  After	
  making	
  these	
  
into	
  higher-­‐fidelity	
  mock-­‐ups,	
  these	
  initial	
  representations	
  could	
  even	
  be	
  tested	
  with	
  users.	
  
	
  
STEP	
  4:	
  Put	
  it	
  all	
  together.	
  
Only	
  after	
  you've	
  designed	
  the	
  core	
  and	
  listed	
  the	
  inward	
  and	
  outward	
  paths	
  should	
  you	
  start	
  looking	
  
at	
  the	
  homepage	
  and	
  at	
  the	
  navigation.	
  The	
  goal	
  at	
  this	
  point	
  is	
  to	
  bring	
  the	
  user	
  in	
  the	
  simplest,	
  
most-­‐direct	
  way	
  possible	
  to	
  the	
  core.	
  	
  

Design	
  the	
  homepage	
  of	
  the	
  site,	
  as	
  well	
  as	
  gallery	
  pages	
  and	
  search	
  results.	
  Sketch	
  several	
  
alternatives.	
  While	
  doing	
  this,	
  keep	
  the	
  elements	
  of	
  Cores	
  and	
  Paths	
  in	
  mind:	
  what	
  is	
  the	
  core,	
  how	
  
do	
  users	
  get	
  to	
  it,	
  and	
  how	
  will	
  the	
  business	
  see	
  conversion?	
  




                                                                                                               	
  
	
                                                                                                                                                                   5	
  
Figure	
  6:	
  Sketch	
  of	
  the	
  homepage	
  –	
  a	
  first	
  draft	
  

In	
  this	
  scenario,	
  to	
  get	
  users	
  from	
  the	
  homepage	
  to	
  the	
  core	
  the	
  three	
  product	
  lines	
  of	
  the	
  shop	
  
appear	
  in	
  the	
  main	
  navigation:	
  "racing	
  bikes,"	
  "mountain	
  bikes"	
  and	
  "accessories."	
  Since	
  brand	
  is	
  also	
  
important	
  to	
  the	
  target	
  groups,	
  a	
  separate	
  point	
  for	
  "brand"	
  is	
  also	
  included.	
  A	
  prominent	
  link	
  to	
  a	
  
shopping	
  cart	
  and	
  checkout	
  process	
  is	
  also	
  located	
  in	
  the	
  header.	
  	
  




                                                                                                              	
  
Figure	
  7:	
  Sketch	
  of	
  the	
  gallery	
  page	
  with	
  filters	
  and	
  sorting	
  options	
  

Below	
  is	
  a	
  helpful	
  template	
  to	
  use	
  to	
  capture	
  all	
  of	
  the	
  points	
  and	
  steps	
  described	
  in	
  this	
  article	
  
(Figure	
  8).	
  Try	
  Cores	
  and	
  Paths	
  out	
  yourself!	
  




                                                                                                                      	
  
Figure	
  8:	
  A	
  template	
  for	
  Cores	
  and	
  Paths	
  


Summary	
  
The	
  Cores	
  and	
  Paths	
  process	
  is	
  important	
  for	
  several	
  reasons:	
  

       1. Identification	
  of	
  gaps.	
  Upfront	
  questioning	
  of	
  the	
  purpose	
  of	
  the	
  primary	
  content	
  of	
  helps	
  

	
                                                                                                                                                              6	
  
uncover	
  gaps	
  in	
  the	
  initial	
  briefing.	
  
       2. Prioritization	
  of	
  elements.	
  Breaking	
  down	
  key	
  elements	
  in	
  this	
  way	
  gives	
  a	
  clear	
  
          prioritization	
  to	
  the	
  overall	
  design.	
  	
  
       3. Design	
  focus.	
  The	
  approach	
  gives	
  a	
  clear	
  direction	
  to	
  follow	
  for	
  the	
  whole	
  project	
  team.	
  

The	
  difference	
  between	
  Cores	
  and	
  Paths	
  and	
  other	
  approaches	
  may	
  seem	
  subtle	
  at	
  first.	
  But	
  the	
  
impact	
  is	
  great:	
  now,	
  the	
  core	
  offering	
  stands	
  firmly	
  in	
  the	
  middle	
  of	
  your	
  design.	
  All	
  other	
  elements	
  
in	
  the	
  site	
  design	
  then	
  serve	
  the	
  purpose	
  of	
  bringing	
  both	
  users	
  and	
  the	
  business	
  to	
  their	
  goal.	
  	
  	
  

                                                                                                                                                                  	
  

                                                James	
  Kalbach	
  is	
  the	
  author	
  of	
  the	
  O'Reilly	
  book	
  "Designing	
  Web	
  
                                                Navigation"	
  (2007),	
  which	
  has	
  been	
  translated	
  into	
  six	
  languages	
  other	
  
                                                than	
  English.	
  He	
  regularly	
  gives	
  presentations	
  and	
  holds	
  workshops	
  at	
  
                                                international	
  conference	
  on	
  information	
  architecture	
  and	
  navigation	
  
                                                design.	
  James	
  is	
  currently	
  Principal	
  UX	
  Strategist	
  at	
  USEEDS°,	
  a	
  Berlin-­‐
                                                based	
  design	
  and	
  innovation	
  consultancy.	
  He	
  was	
  previously	
  an	
  
                                                Experience	
  Design	
  Consultant	
  at	
  LexisNexis	
  and	
  prior	
  to	
  that	
  Head	
  of	
  
                                           	
   Information	
  Architecture	
  at	
  Razorfish,	
  Germany.	
  James	
  holds	
  a	
  
                                                Masters	
  in	
  Library	
  and	
  Information	
  Science	
  from	
  Rutgers	
  University.	
  
                                                He	
  blogs	
  at	
  www.experiencinginformation.com	
  and	
  can	
  be	
  found	
  on	
  
                                                Twitter	
  under	
  @jameskalbach.	
  	
  

                                                Email:	
  james.kalbach@gmail.com	
  

                                                LinkedIn:	
  http://de.linkedin.com/in/kalbach	
  

                                                	
  

                                                 Karen	
  Lindemann	
  is	
  a	
  psychologist	
  and	
  experienced	
  advertiser	
  with	
  
                                                 years	
  of	
  experience	
  as	
  a	
  writer	
  in	
  agencies.	
  In	
  2005	
  she	
  founded	
  the	
  
                                                 user	
  experience	
  agency	
  NetFlow	
  and	
  consults	
  well-­‐known	
  companies	
  
                                                 on	
  the	
  optimization	
  of	
  websites,	
  products	
  and	
  services.	
  Karen	
  also	
  
                                                 advises	
  clients	
  on	
  information	
  and	
  product	
  strategy.	
  In	
  addition	
  to	
  
                                                 standard	
  user-­‐centered	
  design	
  methods	
  such	
  as	
  usability	
  testing,	
  
                                                 expert	
  reviews,	
  card	
  sorting,	
  personas,	
  co-­‐creation	
  and	
  mental	
  model	
  
                                            	
   diagrams,	
  she	
  also	
  conducts	
  ethnographic	
  studies	
  and	
  deep	
  
                                                 emotional-­‐based	
  interviews.	
  Karen	
  is	
  also	
  active	
  in	
  organizing	
  
                                                 workshop	
  on	
  user	
  experience-­‐related	
  workshops	
  for	
  professionals	
  in	
  
                                                 the	
  field.	
  	
  

                                                Website:	
  www.netflow-­‐lindemann.de	
  
                                                Website:	
  www.ux-­‐workshops.com	
  
                                                E-­‐Mail:	
  kl@netflow-­‐lindemann.de	
  
                                                XING:	
  www.xing.com/profile/Karen_Lindemann	
  
                                                LinkedIn:	
  http://de.linkedin.com/in/karenlindemann	
  
                                                Twitter:	
  twitter.com/karenlindemann/	
  

	
  

	
                                                                                                                                                            7	
  
 


	
  




	
     8	
  

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  • 1. Cores  and  Paths:  Designing  from  the  Inside  Out   Imagine  you’re  on  one  side  a  grass  lawn  and  you  want  to  reach  the  bus  stop  on  the  opposite  side.  Do   you  walk  on  the  sidewalk  around  the  edges  or  cross  in  the  middle?  Assuming  the  grass  is  dry  and  it’s   not  prohibited,  you’d  probably  take  the  shortest  path  and  walk  across  the  lawn  to  the  bus  stop.  If   others  have  done  so  before,  you  may  see  a  beaten  path  that  you  could  follow.     Such  unplanned  paths  connect  the  shortest  distance  between  two  points,  and  we  can  find  them   everywhere  in  our  surroundings.  In  urban  planning  they  are  known  as  “desire  paths”  or  “desire   lines.”  (http://en.wikipedia.org/wiki/Desire_path)  They  are  an  indication  of  the  gap  between  natural   human  behavior  and  contrived  routes.     Architect  Christopher  Alexander  recognizes  desire  lines  in  his  renowned  book  A  Pattern  Language   (1976).  He  gives  specific  instructions  for  leveraging  them  in  architecture:   To  lay  out  paths,  first  place  goals  at  natural  points  of  interest.  Then  connect  the  goals  to  one   another  to  form  the  paths.   In  principle,  Alexander's  approach  is  to  begin  with  the  goals—the  things  people  ultimately  want—and   then  link  them  together  in  the  most  useful  way.     Typically  in  web  design,  the  opposite  approach  is  usually  the  rule:  designers  begin  with  the   homepage.  They  then  work  out  a  navigation  scheme,  which  pages  at  the  bottom  automatically   inherit  whether  it's  appropriate  or  not.  And  the  goal—or  the  primary  content  people  are  looking   for—turns  out  to  be  the  last  thing  that  gets  attention  in  the  design  process.   Inspired  by  "desire  lines,"  we  can  reverse  this  tendency  in  Web  design.  "Cores  and  Paths"  is  a  specific   technique  to  guide  you  through  this  process.  The  result  is  a  straight  path  to  the  core  offering  on  your   site.       The  Cores  and  Paths  Model   "Start  with  the  goal"  is  the  clear  recommendation  of  the  Norwegian  information  architect  Are   Halland  in  his  presentation  “Cores  and  Paths:  Designing  for  Findability“  (http://slidesha.re/dnwrLX;  IA   Summit,  2007).  Here,  he  outlines  an  alternative  approach  for  web  design:  instead  of  beginning  with   the  homepage  and  overall  navigation  scheme,  start  with  the  core  content  and  work  outward  from   there.  It's  that  straightforward  and  simple   The  technique  is  based  three  key  elements:   1. The  Core:  The  core  is  the  reason  users  come  to  site.  From  the  provider's  perspective,  the  core  is   what's  offered  on  the  site.  Note  that  the  core  isn't  always  a  page.  For  YouTube,  the  core  is  a   video  and  not  a  page  on  www.youtube.com.  This  makes  it  possible  to  have  distributable  cores,  or   content  that  may  be  found  on  other  websites.     The  core  may  be  accompanied  by  supporting  information.  Technical  details,  for  instance,  can  be   considered  an  extension  of  the  core.  On  sites  like  flickr  a  description  of  a  photo  as  well  as  the   tags  user  give  it  are  supporting  information  for  the  core,  which  is  the  photo  itself.         1  
  • 2. 2. Inward  Paths:  How  do  users  get  to  the  core?  Sometimes  visitors  arrive  at  the  core  via  the  main   navigation  or  search  of  site.  But  they  might  also  come  directly  from  Google.  Other  paths  are   possible  as  well,  such  as  links  from  other  sites,  teasers,  entering  URLs  directly  in  the  browser,  and   even  via  RSS  feeds  and  newsletters.  Thinking  about  inwards  paths  also  considers  aspects  of  SEO,   such  as  what  the  trigger  words  are  that  people  are  searching  on.         3. Outward  Paths:  Assuming  users  found  what  they  were  looking  for,  what  can  they  do  from  there?   What  are  their  calls  to  action?  Fundamentally  every  subsequent  interaction  should  bring  some   kind  of  value  to  the  business.  This  is  where  conversion  takes  place.  Outward  paths  can  be   everything  from  placing  an  item  in  a  "shopping  cart"  to  recommending  a  product  to  a  friend.  As   with  inward  paths,  there  are  a  variety  of  options  to  consider,  including  links  that  lead  away  from   the  site.       Each  of  these  three  elements  has  a  different  function.  The  core  is  really  where  value  creation  for   both  users  and  the  business  takes  place.  Persuasion  plays  a  big  role  here:  organizations  ultimately   want  users  to  take  some  specific  action.  The  inward  paths  ensure  findability.  This  is  how  people  come   to  the  products  and  services  they  are  looking  for  on  the  web.  From  a  business  standpoint,  the   outward  paths  are  what  bring  ROI  to  an  organization.     Below  is  an  illustration  of  the  Cores  and  Paths  model,  using  Amazon  as  an  example  (Figure  1).  The   core  is  a  product,  represented  here  by  an  image  of  a  book  cover  and  its  key  details,  indicated  in  the   red  box.  Users  find  that  book  in  numerous  ways,  listed  on  the  left.  These  are  the  inward  paths.   Amazon  sees  a  return  on  investment  when  users  take  action  on  the  core,  seen  on  the  right  as   possible  outward  paths.       Figure  1:  The  Cores  and  Paths  model  for  www.amazon.com   The  Cores  and  Paths  Process   The  following  section  shows  how  the  Cores  and  Paths  method  can  be  used  in  a  practical  situation   based  on  a  hypothetical  example.  Imagine  the  following  scenario:   You  work  for  a  small  agency  and  have  been  contracted  by  a  bicycle  shop  to  improve  their   website.  The  shop  currently  only  has  a  "brochure-­‐like"  website  with  address  and  opening     2  
  • 3. times.  They'd  now  like  to  get  into  ecommerce  and  be  able  to  sell  online.  The  product  line   consists  of  high-­‐end  racing  bikes  and  mountain  bikes,  along  with  the  appropriate  accessories   for  each.  There  are  about  1000  products  in  total  they  want  to  sell  online.  The  shop's  main   target  groups  are  professional  cyclists  and  highly  motivated  amateurs.  As  a  result,  the  bikes   sold  are  primarily  from  premium  brands.  The  design  of  the  website  should  highlight  the  high   quality  of  their  products.     Following  the  Cores  and  Paths  approach,  here's  how  to  design  the  website  from  the  inside  out:   STEP  1:  Define  the  core   What  is  the  core  offering?  First,  make  a  list  of  possible  candidates:  bicycles,  accessories,  services,  etc.   It  starts  with  brainstorming  so  there  are  no  right  or  wrong  answers  initially.  After  compiling  a   complete  list,  decide  on  a  core  and  its  supporting  information.  In  large  teams  this  means  getting   agreement  from  team  members  and  stakeholders  alike.     In  the  above  scenario,  the  core  is  the  product—a  bike.  A  photo  of  the  product  is  a  central  element  to   represent  the  core.  The  bike  features,  brand  and  product  line  are  all  types  of  information  that  belong   to  core  in  this  case.  Supporting  information  includes  the  price  and  additional  technical  details.       After  deciding  on  and  prioritizing  these  details,  sketch  the  core  (Figure  2).  Don't  sketch  the  entire   page  with  navigation  and  a  logo:  just  focus  on  the  core.  Customers  may  want  view  details  of  the   product  up  close,  so  consider  how  they  will  interact  with  the  images  even  at  this  stage.  Think  about   the  experience  visitors  will  have  with  the  core  once  they  find  it.         Figure  2:  Sketch  of  the  core  and  supporting  information   Keep  in  mind  that  users  will  also  be  visiting  the  site  from  smartphones  and  tablets.  And  they  may  also   post  an  image  to  facebook  or  Pinterest.  This  is  an  example  of  a  "distributable  core."  So  also  sketch   how  the  core  might  transpose  to  these  different  contexts  (Figure  3).  Again,  do  this  without  sketching   the  page  chrome  or  navigation—just  focus  on  the  core.       3  
  • 4.   Figure  3:  Versions  of  the  core  in  different  possible  contexts.     From  this  you'll  see  how  the  core  and  supporting  information  behave  in  different  situations.  You  may   have  to  go  back  and  forth  between  the  versions  updating  them  iteratively.       STEP  2:  List  all  possible  inward  paths.     What  are  all  the  ways  that  users  can  reach  your  core?  Obvious  things  come  to  mind  at  first:  site   search,  the  main  navigation,  Google,  and  links  from  other  websites.  But  more  paths  come  into  play  as   you  brainstorm:  links  from  comparison  shopping  sites  and  even  references  from  offline  media,  such   as  a  printed  catalog.     For  each  inward  path  in  your  list,  also  write  down  all  of  the  design  requirements  that  must  be  met.   For  instance,  SEO  and  landing  page  optimization  is  necessary  for  visitors  coming  from  Google  and   other  search  engines.  (See  Figure  4)         Figure  4:  A  list  of  possible  inward  paths  and  the  key  requirements  for  each   STEP  3:  List  all  possible  outward  paths.     Determine  the  paths  away  from  the  core.  As  in  STEP  2,  also  include  requirements  for  each  item  in  the   list.  This  helps  to  rank  the  outward  paths  in  terms  of  importance  to  the  business,  providing  clarity  for     4  
  • 5. the  design  in  later  on.  (See  Figure  5).  A  clear  call  to  action  button  brings  the  user  to  the  checkout   process  in  this  example.  And  if  the  customer  can't  decide  right  away,  a  link  to  a  wish  list  or  to   recommend  the  product  to  others  is  a  second  priority.         Figure  5:  List  of  outward  paths  with  prioritizations   Up  to  this  point,  we've  neither  looked  at  the  homepage  nor  have  we  thought  about  the  navigation.   Yet,  we've  addressed  important  design  decisions,  such  what  a  mobile  version  of  the  core  product   might  look  like  and  how  people  will  interact  with  the  primary  content  of  the  site.  After  making  these   into  higher-­‐fidelity  mock-­‐ups,  these  initial  representations  could  even  be  tested  with  users.     STEP  4:  Put  it  all  together.   Only  after  you've  designed  the  core  and  listed  the  inward  and  outward  paths  should  you  start  looking   at  the  homepage  and  at  the  navigation.  The  goal  at  this  point  is  to  bring  the  user  in  the  simplest,   most-­‐direct  way  possible  to  the  core.     Design  the  homepage  of  the  site,  as  well  as  gallery  pages  and  search  results.  Sketch  several   alternatives.  While  doing  this,  keep  the  elements  of  Cores  and  Paths  in  mind:  what  is  the  core,  how   do  users  get  to  it,  and  how  will  the  business  see  conversion?       5  
  • 6. Figure  6:  Sketch  of  the  homepage  –  a  first  draft   In  this  scenario,  to  get  users  from  the  homepage  to  the  core  the  three  product  lines  of  the  shop   appear  in  the  main  navigation:  "racing  bikes,"  "mountain  bikes"  and  "accessories."  Since  brand  is  also   important  to  the  target  groups,  a  separate  point  for  "brand"  is  also  included.  A  prominent  link  to  a   shopping  cart  and  checkout  process  is  also  located  in  the  header.       Figure  7:  Sketch  of  the  gallery  page  with  filters  and  sorting  options   Below  is  a  helpful  template  to  use  to  capture  all  of  the  points  and  steps  described  in  this  article   (Figure  8).  Try  Cores  and  Paths  out  yourself!     Figure  8:  A  template  for  Cores  and  Paths   Summary   The  Cores  and  Paths  process  is  important  for  several  reasons:   1. Identification  of  gaps.  Upfront  questioning  of  the  purpose  of  the  primary  content  of  helps     6  
  • 7. uncover  gaps  in  the  initial  briefing.   2. Prioritization  of  elements.  Breaking  down  key  elements  in  this  way  gives  a  clear   prioritization  to  the  overall  design.     3. Design  focus.  The  approach  gives  a  clear  direction  to  follow  for  the  whole  project  team.   The  difference  between  Cores  and  Paths  and  other  approaches  may  seem  subtle  at  first.  But  the   impact  is  great:  now,  the  core  offering  stands  firmly  in  the  middle  of  your  design.  All  other  elements   in  the  site  design  then  serve  the  purpose  of  bringing  both  users  and  the  business  to  their  goal.         James  Kalbach  is  the  author  of  the  O'Reilly  book  "Designing  Web   Navigation"  (2007),  which  has  been  translated  into  six  languages  other   than  English.  He  regularly  gives  presentations  and  holds  workshops  at   international  conference  on  information  architecture  and  navigation   design.  James  is  currently  Principal  UX  Strategist  at  USEEDS°,  a  Berlin-­‐ based  design  and  innovation  consultancy.  He  was  previously  an   Experience  Design  Consultant  at  LexisNexis  and  prior  to  that  Head  of     Information  Architecture  at  Razorfish,  Germany.  James  holds  a   Masters  in  Library  and  Information  Science  from  Rutgers  University.   He  blogs  at  www.experiencinginformation.com  and  can  be  found  on   Twitter  under  @jameskalbach.     Email:  james.kalbach@gmail.com   LinkedIn:  http://de.linkedin.com/in/kalbach     Karen  Lindemann  is  a  psychologist  and  experienced  advertiser  with   years  of  experience  as  a  writer  in  agencies.  In  2005  she  founded  the   user  experience  agency  NetFlow  and  consults  well-­‐known  companies   on  the  optimization  of  websites,  products  and  services.  Karen  also   advises  clients  on  information  and  product  strategy.  In  addition  to   standard  user-­‐centered  design  methods  such  as  usability  testing,   expert  reviews,  card  sorting,  personas,  co-­‐creation  and  mental  model     diagrams,  she  also  conducts  ethnographic  studies  and  deep   emotional-­‐based  interviews.  Karen  is  also  active  in  organizing   workshop  on  user  experience-­‐related  workshops  for  professionals  in   the  field.     Website:  www.netflow-­‐lindemann.de   Website:  www.ux-­‐workshops.com   E-­‐Mail:  kl@netflow-­‐lindemann.de   XING:  www.xing.com/profile/Karen_Lindemann   LinkedIn:  http://de.linkedin.com/in/karenlindemann   Twitter:  twitter.com/karenlindemann/       7  
  • 8.       8