September 8, 2022

CRUX #6: Information architecture in unexpected places

Header graphic for the article 'CRUX #6: Information architecture in unexpected places'

According to Abby Covert, author, teacher and community leader in the field of information architecture (IA) : ‘IA is the way we arrange pieces of content to make sense when experienced as a whole. By this definition: there is information architecture in everything. Mindblown?’

😮 (That’s a resounding yes from an IA rookie like me.)

In this issue of CRUX we go in search of information architecture and have some surprising encounters in the worlds of emoji, elevators, walking tracks, games and more. We meet UX designers, developers, researchers and even a Senior Park Ranger. It seems you can have your ‘IA hat’ on without even realising it. That’s the power of information architecture.

Some highlights from this issue:

  • UX research and strategy specialist, Q Walker explores the world of emoji from an information architecture perspective and sparks curiosity along the way. Have you ever wondered why clock emojis are organized under travel and places? 🤔
  • We talk to Senior Park Ranger David Rogers about the thinking behind creating and building New Zealand’s national walking track network and reveal how information architecture can also live ‘in the wild’.
  • UX developer Ben Chapman delves into the classification systems of libraries over time and ponders the pros and cons for users of moving information online.
  • We talk to Sam Cope, Lead UX Designer at Wētā Workshop’s Interactive division about what it takes to drive design decisions with the end user in mind - something crucial for any video game’s success, whether it’s a blockbuster or something more niche.
  • And much more about information architecture in unexpected places….

The stories and people in this issue of CRUX certainly captured our imagination and attention - we hope they inspire and even surprise you too.

Get comfortable and settle in for a great read. Welcome to CRUX #6.

A plug for the next issue

Do you have a burning idea to share or a conversation you’re dying to kickstart that’s of interest to the world of UX?  Now’s your chance.  We’re already on the lookout for contributors for our next edition of CRUX for 2022.  To find out more please drop us a line.

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Header graphic for the article 'IA vs User Flow: Understanding the Differences and How...'
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IA vs User Flow: Understanding the Differences and How to Use Them Together

Click, click, click, BOOM! There it is. That thing you were looking for. You couldn’t find it on other websites, but you found it here, and it was easy. You feel like a hero. You thank the website and you leave with a sense of achievement.

What if you could replicate that feeling on your website? What if you could make every user journey so satisfying? By combining information architecture and user flow, you can.

But what are they and how are they different? In this article, we’ll explain how they influence website design and how you can (and should) use them together in your project. We’ll also discuss different user flow research techniques, how they inform great information architecture, and how it doesn’t have to be difficult or time consuming.

What is Information Architecture? 🏗️

Information architecture is the system and structure you use to organize and label content on your website, app or product. It relates closely to user experience design, but it’s slightly different. Think of it as the structure or framework upon which user-facing assets are built.

That being the case, if your information architecture has flaws, your website design will have flaws. It determines how information will be accessible, usable and relevant on your website and should be treated as a critical element of your project. How can we ensure that we have our content organized efficiently to promote seamless interactions?

The answer is research. Without research you’re just guessing. The problem with guessing is that, well, you’re guessing. You tend to organize, categorize and label things the way that you (and maybe your team) would organize things. It’s biassed and subjective. In reality, people process information in all sorts of different ways and good information architecture should reflect that. You’ll often hear us say ‘test early and test often’. This mantra helps to avoid any little niggles during the user experience design process. Card sorting and tree testing are a couple of techniques that you can use to test early.

Card sorting is a research technique that asks users to categorize different pieces of information or content. It’s best used when you have specific, information-related questions. For example, you may want to categorize products in an online store in the most logical way. Or you may have a mountain of blog post categories that need refining. Whatever it is, the benefit of a card sort is that you end up with consensus of how your users expect to see information. Card sorts can even be performed remotely using tools such as OptimalSort.

Tree testing examines how easy it is for your users to find information using a stripped back, text-only representation of your website - almost like a sitemap. Rather than asking users to sort information, they are asked to perform a navigation task, for example, “where would you find today’s best deals?”. Depending on how easy or difficult users find these tasks gives you a great indication of the strengths and weaknesses of your underlying site structure.

As the base structure of your website or app, information architecture has a fundamental influence on how well users access and use your content. It makes sense then that when designing it, you should receive real-world user feedback early on in the piece. Fortunately, there are great online tools like Treejack to quickly and easily test your site structures, categorization and labels.

What is User Flow? 🌊

User flow describes the steps involved for a user to complete a certain task. It lays out what needs to happen for a user to get from starting point to a defined finish line. Why is it important? Because we want that journey to be as efficient as it can possibly be. If it’s not, the user will be left frustrated and dissatisfied, no matter how beautiful the website design is.

At the heart of user flow is, you guessed it, the user. A path that seems obvious to designers might be confusing to an end-user. It’s important to distance yourself from the project and put yourself in the user's shoes. Even better - watch the user. How do they react to a fork in the road? How do they get back on track? Where are they stumbling?

User testing is a great way to observe user flow. But what are you testing? Normally you test based on a user flow diagram. A user flow diagram is generated based on insights from your research from card sorting, tree testing, and questionnaires, for example. It visually outlines the possible paths a user can take to achieve a certain task. The basic structure of a user flow diagram considers the following:

  • A critical path
  • Entry points
  • User end goals
  • Success metrics (time to completion, number of clicks)
  • Steps the user will take in between

Once you have created a user flow diagram you can test it with your users. User testing can be remote or in person and uses a variety of techniques depending on the constraints of your projects. You may consider testing something rough and conceptual like a paper prototype before producing more detailed prototypes.

How to Use Information Architecture and User Flow Together 🤝🏻

By doing the work upfront to create great information architecture you put yourself in a great position to create great user flow. After all, information architecture is designed based on user research. Performing content audits and creating content inventories help to inform early content decisions, followed by user research techniques such as card sorting and tree testing. This research has a direct influence on user flow, since information and content has been given meaning and structure.

The foundational work in designing information architecture leads to user flow diagrams which, as we discussed, are helpful tools in creating seamless user flow. They bridge the gap between information architecture and final user experience by visualizing pathways of specific tasks. By performing user tests on prototypes, the researcher will inevitably find speed bumps, which may highlight flaws in information architecture.

Information architecture and user flow are integrated. This means there should be a constant feedback loop. Early research and categorisation when building information architecture may not translate to seamless user flow in practice. This could be due to integration factors outside of the digital ecosystem you’re designing.

User flow and information architecture are complementary components of creating exceptional website design. Designers should make a conscious decision to apply both in synchrony.

To Sum it Up 🧾

Understanding the relationship between information architecture and user flow is important for any website design. Information architecture provides the organization and structure of content, where user flow applies that structure to how users execute certain tasks in the simplest possible way. The two are intertwined and, when used effectively, provide a framework to ensure seamless, user-friendly website design.

User research and user testing heavily influence the design of both information architecture and user flow. We want users to feel a sense of accomplishment rather than frustration when using a website. Achieving this requires an investment in understanding user needs and goals, and how they consume and categorize information. This is where research techniques such as content audits, tree testing, card sorting and user testing become invaluable.

We’ve always placed high value on solid research, but don’t be put off by it. The research techniques we’ve discussed are highly scalable, and you can be as involved as you want or need to be. Sometimes you don’t even have to be in the same room! The most important thing is to get outside of your team’s bubble and gain real user insight. Check out our information architecture services to ensure you’re on the right path towards powerful, user-centric website design.

Header graphic for the article 'Information Architecture vs Navigation: A Practical UX Guide'
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Information Architecture vs Navigation: A Practical UX Guide

When we first think of a beautiful website or app design, we rarely think of content structures, labels, and categories. But that’s exactly where great design and seamless user experiences begin. Beneath fancy fonts, layout, colors, and animations are the real heroes of user-centric design - information architecture and navigation.


Information architecture (IA) is like the blueprint of your website or app - it’s a conceptual content structure of how content is organized and arranged to create seamless interactions. And as useful as your information may be, if your navigation is flawed, users won’t be able to find it. They’ll simply leave your site and look elsewhere.


So, how does navigation and information architecture complement each other to create seamless user experiences?

Understanding Information Architecture (IA)


Information architecture
refers to the practice of organizing, structuring, and labeling content and information to enhance the user's understanding and navigation of a website or application. It involves designing an intuitive, user-friendly, and efficient system to help users find and access the information they need easily. Good IA is essential for delivering a positive user experience and ensuring that your users can achieve their goals effectively.

IA is often confused with navigation structure. Navigation is a part of IA, and it refers to the way users move through a website or application. IA involves more than navigation; it encompasses the overall organization, labeling, and structure of content and information.

Three Key Components of IA


There are three key components of IA:

  • Organizational structure: Defines how information is organized, including the categories, subcategories, and relationships between them.
  • Content structure: The way information is arranged and presented, including the hierarchy of information and the types of content used.
  • Navigation structure: Outlines the pathways and components used for navigating through the information, such as menus, links, and search functions.

Navigation: A Vital Element of Information Architecture


Navigation refers to the process of providing users with a means of moving through a website or application to access the information they need. Navigation is an integral part of IA, as it guides users through the organizational structure and content structure of a site, allowing them to find and access the information they require efficiently.

There are several types of navigation, including utility navigation and content navigation. Utility navigation refers to the elements that help users perform specific actions, such as logging in, creating an account, subscribing, or sharing content. Content navigation, on the other hand, refers to the elements used to guide users through the site's content, such as menus, links, and buttons.

Both types of navigation provide users with a roadmap of how the site is organized and how they can access/interact with the information they need. Effective navigation structures are designed to be intuitive and easy to use. The goal is to minimize the time and effort required for users to find and access the information they need.

Key Elements of Effective Navigation


The key elements of effective navigation include clear labeling, logical grouping, and consistency across the site.

  • Clear labeling helps users understand what information they can expect to find under each navigation element.
  • Logical grouping ensures that related content is grouped together, making it easier for users to find what they need.
  • Consistency ensures that users can predict how the site is organized and can find the information they need quickly and easily.

Designing Navigation for a Better User Experience


Since navigation structures need to be intuitive and easy to use, it goes without saying that usability testing is central to determining what is deemed ‘intuitive’ in the first place. What you might deem intuitive, may not be to your target user.

We’ve discussed how clear labeling, logical grouping, and consistency are key elements for designing navigation, but can they be tested and confirmed? One common usability test is called card sorting. Card sorting is a user research technique that helps you discover how people understand, label and categorize information. It involves asking users to sort various pieces of information or content into categories. Researchers use card sorting to inform decisions about product categorization, menu items, and navigation structures. Remember, researching these underlying structures also informs your information architecture - a key factor in determining good website design.

Tree testing is another invaluable research tool for creating intuitive and easy to use navigation structures. Tree testing examines how easy it is for your users to find information using a stripped-back, text-only representation of your website - almost like a sitemap. Rather than asking users to sort information, they are asked to perform a navigation task, for example, “where would you find XYZ product on our site?”. Depending on how easy or difficult users find these tasks gives you a great indication of the strengths and weaknesses of your underlying site structure, which then informs your navigation design.

Combine usability testing and the following tips to nail your next navigation design:

  • Keep it simple: Simple navigation structures are easier for users to understand and use. Limit the number of navigation links and group related content together to make it easier for users to find what they need.
  • Use clear and descriptive labels: Navigation labels should be clear and descriptive, accurately reflecting the content they lead to. Avoid using vague or confusing labels that could confuse users.
  • Make it consistent: Consistency across the navigation structure makes it easier for users to understand how the site is organized and find the information they need. Use consistent labeling, grouping, and placement of navigation elements throughout the site.
  • Test and refine: Usability testing is essential for identifying and refining navigation issues. Regular testing can help designers make improvements and ensure the navigation structure remains effective and user-friendly.

Best Practices for Information Architecture and Navigation


Both information architecture and navigation design contribute to great user experience (UX) design by making it easier for users to find the information they need quickly and efficiently. Information architecture helps users understand the relationships between different types of content and how to access them, while navigation design guides users through the content logically and intuitively.

In addition to making it easier for users to find information, great information architecture and navigation design can also help improve engagement and satisfaction. When users can find what they're looking for quickly and easily, they're more likely to stay on your website or application and explore more content. By contrast, poor information architecture and navigation design can lead to frustration, confusion, and disengagement.

So, when it comes to information architecture vs navigation, what are the best practices for design? Great navigation structure generally considers two factors: (1) what you want your users to do and, (2) what your users want to do. Strike a balance between the two, but ultimately your navigation system should focus on the needs of your users. Be sure to use simple language and remember to nest content into user-friendly categories.

Since great navigation design is typically a result of great IA design, it should come as no surprise that the key design principles of IA focus on similar principles. Dan Brown’s eight design principles lay out the best practices of IA design:

  • The principle of objects: Content should be treated as a living, breathing thing. It has lifecycles, behaviors, and attributes.
  • The principle of choices: Less is more. Keep the number of choices to a minimum.
  • The principle of disclosure: Show a preview of information that will help users understand what kind of information is hidden if they dig deeper.
  • The principle of examples: Show examples of content when describing the content of the categories.
  • The principle of front doors: Assume that at least 50% of users will use a different entry point than the home page.
  • The principle of multiple classifications: Offer users several different classification schemes to browse the site’s content.
  • The principle of focused navigation: Keep navigation simple and never mix different things.
  • The principle of growth: Assume that the content on the website will grow. Make sure the website is scalable.

Summary: How User-Centered Research Elevates Your Information Architecture and Navigation


Information architecture and navigation are the unsung heroes of website design that work in synchrony to create seamless user experiences. Information architecture refers to the practice of organizing and structuring content and information, while navigation guides users through the site's structure and content. Both are integral to creating intuitive user experiences.

In many ways, navigation and information architecture share the same traits necessary for success. They both require clear, logical structure, as well as clear labeling and categorization. Their ability to deliver on these traits often determines how well a website or application meets your users needs. Of course, IA and navigation designs should be anchored by user research and usability testing, like card sorting and tree testing, to ensure user experiences are as intuitive as possible!

That’s where Optimal comes in. As the world’s most loved user insights platform, Optimal empowers teams across design, product, research, and content to uncover how users think, organize, and navigate information. Tools like Card Sorting and Tree Testing help you validate and refine your IA and navigation structures with real users, so you can move from guesswork to confidence. Ready to turn user behavior into better navigation? Try Optimal for free.

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Are small links more attractive to people as icons or text?

"Dear Optimal Workshop
How do you make a small link attractive to people (icon vs. text)?"
— Cassie

Dear Cassie,

I'm going to dive straight into this interesting question with a good old game of Pros and Cons, and then offer a resolution of sorts, with a meandering thought or two along the way. Let's kick things off with Team Icon.

The good side of icons: A picture is worth a 1000 words

When shopping online, the number above the little shopping trolley icon tells me how badly behaved I’ve been, and if I click on it, I know I’ll get to gleefully review all the shoes I've selected so far. There’s a whole heap of icons out there like this that people have absorbed and can use without thinking twice. Marli Mesibov wrote a fantastic article on the use of icons for UX Booth on the use of icons that is well worth a look. Marli discusses how they work well on small screens, which is a definite bonus when you’re on the go! Young children who aren’t yet literate can easily figure out how to open and play Angry Birds on their parent’s smartphones thanks to icons. And icons also have a great capacity for bridging language barriers.

The not so good side of icons: We’re too old for guessing games

On the flipside, there are some issues that may huff and puff and blow that cute little home icon down. Starting with there being no consistent standard for them. Sure, there are a handful that are universal like home and print, but beyond that it seems to be a free-for-all. Icons are very much in the hands of the designer and this leaves a lot of room for confusion to grow like bacteria in a badly maintained office refrigerator. Difficult to understand icons can also seriously hinder a user’s ability to learn how to use your website or application. When icons don't communicate what they intend, well, you can guess what happens. In a great piece advocating for text over icons, Joshua Porter writes about an experience he had:

"I have used this UI now for a week and I still have do a double-take each time I want to navigate. I’m not learning what the icons mean. The folder icon represents 'Projects', which I can usually remember (but I think I remember it because it’s simply the first and default option). The second icon, a factory, is actually a link to the 'Manage' screen, where you manage people and projects. This trips me up every time."

If people can't pick up the meaning of your icons quickly and intuitively, they may just stop trying altogether. And now, over to Team Label.

The good side of text: What you see is what you get

Sometimes language really is the fastest vehicle you've got for delivering a message. If you choose the right words to label your links, you'll leave the user with very little doubt as to what lies beneath. It’s that simple. Carefully-considered and well-written labels can cut through the noise and leave minimal ambiguity in their wake. Quoting Joshua Porter again: "Nothing says 'manage' like 'manage'. In other words, in the battle of clarity between icons and labels, labels always win."

The not so good side of text: Your flat shoe is my ballet pump

Text labels can get messy and be just as confusing as unfamiliar icons! Words and phrases sometimes don’t mean the same thing to different people. One person’s flat enclosed shoe may be another person’s ballet pump, and the next person may be left scratching their head because they thought pumps were heels and all they wanted was a ballet flat! Text only labels can also become problematic if there isn’t a clear hierarchy of information, and if you have multiple links on one page or screen.  Bombarding people with a page of short text links may make it difficult for them to find a starting point. And text may also hold back people who speak other languages.

The compromise: Pair icons up with text labels

Because things are always better when we work together! Capitalise on the combined force of text and icons to solve the dilemma. And I don’t mean you should rely on hovers — make both text and icon visible at all times. Two great examples are Google Apps (because nothing says storage like a weird geometric shape...) and the iPhone App store (because the compass and magnifying glass would pose an interesting challenge without text...):

When text and icons wins

So what comes next? (You can probably guess what I'm going to say)

Whatever you decide to run with, test it. Use whatever techniques you have on hand to test all three possibilities — icons only, text only, and icons and text — on real people. No Pros and Cons list, however wonderful, can beat that. And you know, the results will probably surprise you. I ran a quick study recently using Chalkmark to find out where people on the ASOS women's shoes page would click to get to the homepage (and yes, I can alway find ways to make shoe shopping an integral part of my job). 28 people responded, and...

Chalkmark first click text

...a whopping 89% of them clicked the logo, just 7% clicked the home icon, and just one person (the remaining 4%) clicked the label 'Home'. Enough said. Thanks for your question Cassie. To finish, here's some on-topic (and well-earned) comic relief (via @TechnicallyRon)

When icons go wrong

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