January 10, 2022

How to develop a taxonomy for your information architecture

Taxonomy is one of those terms that can feel intimidating at first, especially when most definitions relate to classifying plants and animals. But in UX and information architecture, taxonomy has a very different – and incredibly important – meaning. Whether the concept is new to you or you’re looking to strengthen your IA foundations, this guide will demystify taxonomy and show how it supports better navigation, clearer labeling, and more intuitive user experiences.

What is a taxonomy in information architecture?

In information architecture, taxonomy refers to how information is grouped, classified and labeled within a shared information environment. The overarching structure of that shared information environment is the information architecture (IA) and we find our way around it using the navigation. Think of an IA as a house. The taxonomy determines which pieces of furniture belong in each room and we navigate around the house via doorways and hallways. It all fits together to create one shared environment.

For a website architecture example, think of an online shoe store. The shoes might be organized and labelled by color, size, style, season or collection – that’s the taxonomy. The overall picture of where those groups of shoes live is the IA and in our pursuit of new shoes, we might navigate that structure via a navigation bar at the top of the page. In the amazing Grand Taxonomy of Rap Names visualization below, we can see how the information is categorized, connected and labeled through the lines and the colors. There’s no structure or hierarchy to it yet; that would be the next step in the process to build the IA.

A taxonomy visualization of rapper names
Source:http://hiphopmakers.com/grand-taxonomy-of-rap-names

Creating a taxonomy

There are so many different ways to carve information up into a taxonomy and the key drivers for determining that are your content and, of course, your users. Your taxonomy needs to make sense to your users.You may be starting from scratch with a new website or you may have inherited a taxonomy that for whatever reason just isn’t fit for purpose. The first step when creating an initial taxonomy is to do a comprehensive audit of your content. Ask yourself, is your content relevant? Is it up-to-date? Is it all necessary? Are there opportunities to delete or condense content? Once you have your content sorted, you’re ready to move on to the next step of running a card sort with users. Running a card sort early in your taxonomy creation process will allow you to build it up from an evidence based foundation. There’s no point guessing then testing and potentially going back to square one, when you can co-create with your users and then test that informed approach to validate and further evolve your thinking.When you’re designing your card sort, you’ll need to decide if you’re going to do an open, closed or hybrid sort. Here’s a very high level look at what each type involves:

  • Open: participants sort cards into groups and name their own categories
  • Closed: participants sort cards into categories determined by you
  • Hybrid: participants sort cards into categories determined by you AND they can also make up their own.

This early in the taxonomy creation process, it’s best to start out with an open card sort. Not only will this tell you how your users expect your content to be grouped, but will also provide insight into the language and labels that they would expect that content to be associated with. You never know, an open card sort may even surface something you hadn’t considered. At this stage of the process, it’s important to be open to ideas and new possibilities and an open card sort will do just that. Once you’ve settled on the type of card sort you’ll be running, you’ll need to test which can be done through a tool such as Optimal's Card Sorting. It enables you to run unmoderated card sorts remotely (or print out cards for a moderated/in-person card sort!). After your participants have completed your card sort, you can access the benefits of Optimal's powerful result analysis functions.

Learn more about running a card sort and more through our 101 guide.

After you’ve run your initial open card sort with users, you should have everything you need to create the first iteration of your taxonomy. Consider everything you learned during the card sort and cross reference that with your business goals and any tech constraints you might be facing. Don’t stress too much about nailing it this time around, remember this is the first iteration and as you test more and learn more, you can make changes. Build out your taxonomy in Post-it notes with a team and then whack it into a spreadsheet to make future testing and iteration activities easier.

How to test a taxonomy

Now that you have the first iteration of your taxonomy, it’s time to have a go at structuring those groups into an IA and running a tree test. A tree test works like a card sort but in reverse – it allows you to test your thinking by working backwards. Optimal’s Tree Testing is an online tree testing tool that helps you assess the findability of your content without any visual design elements. All you need are clear objectives for what you’d like to learn more about and a spreadsheet version of your draft IA (told you it would come in handy!).

Learn more about Tree Testing and tree testing through our equally handy 101 guide.

Another way to test your taxonomy thinking is to run another card sort. However this time, a hybrid or a closed card sort might be more suitable. A closed card sort would be useful if you’ve got evidence to suggest that your group labels are making sense to users but you’re not 100% sure what belongs in each group. A hybrid sort will let you go one step further and tell you if your content does in fact fit within those labels and if not you’ll also pick up some new ideas to iterate your taxonomy further.

Final Takeaway: How Thoughtful Taxonomy Improves Information Architecture

Developing a taxonomy is much like any other design process: involve your users early, test your assumptions, and continuously refine your structure as your product and content evolve. Taxonomies aren’t limited to digital experiences – we encounter them everywhere, from libraries to supermarkets – and they all serve the same purpose: helping people find what they need quickly and understand how information relates.

In information architecture, it’s the role of UX designers and information architects to shape these systems so they feel intuitive, scalable, and aligned with real user mental models. When grounded in user research and iterated over time, a strong taxonomy becomes the foundation of clear navigation, meaningful labels, and a more discoverable, user-friendly experience.

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1 min read

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.

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1 min read

Kat King: Where is the Information?

As information professionals, we work with the “stuff” of information in our everyday work. We search for information, we spend time analyzing and synthesizing it, and we carefully create and structure it. Whether you elicit information from users and stakeholders, explore large data sets, design ‘journeys’ or interfaces, or create information architectures, understanding the information you are using and creating as information can help you do your work better.

Kat King, Business Intelligence Analyst at the University of Michigan Library, recently spoke at UX New Zealand, the leading UX and IA conference in New Zealand hosted by Optimal Workshop, about understanding exactly what information is, and where it is, in our work.

In her talk, Kat uses simple examples to teach you to “see” the information around you and understand what makes something “information” in the context of working as a human to accomplish something.

Kat King bio 🎤

Kat King is an Information Architect interested in language, meaning, and the things we make. She currently works as a Business Intelligence Analyst for the University of Michigan Library.

Contact Details:

Email: Katalogofchaos@gmail.com

Where is the information? 📍🗺️

Information theory can be dense and jargon-filled, and discussions in academic texts can feel divorced from the practice of actually working with information. We’re all told that information architecture is much more than website navigation. So, what is it? IA has a reputation for being difficult to understand, and in her talk, Kat attempts to help us understand what it is, where the information is, and what is it that we’re doing when we use IA methods.

Kat defines IA as “the practice of ensuring ontological alignment”. ‘Ontological’ relates to concepts, categories, properties, and relationships. ‘Alignment’ means arrangements into appropriate relative positions. Therefore, information architecture is “the practice of ensuring concepts, categories and their properties and relationships are arranged into appropriate relative positions.”

To align information then, you need to begin by sorting it into concepts and categories, which is difficult because information can sometimes be “slippery and abstract”. Kat argues this is the real reason that IA is sometimes hard to wrap our heads around. So, getting to the heart of the question, what is information? 

Kat defines information as “a patterned relationship between differences that reduces uncertainty”. The key word here is ‘differences’. The trick to understanding and taming information is to identify what is different about sets of information. The next trick is to identify consistencies between these differences.

This can be a little confusing, so Kat uses the example of picking fruit. We tend to use color (the difference) to identify when fruit is ripe and sweet. We know for a fact that, at some point, the fruit will be at its sweetest and, while there is a scientific way of identifying this point, we have to use the information we have at our disposal instead i.e. the colour of the fruit. The skin of the fruit in this example is like an interface - allowing a flow of information from the fruit’s ripening process to our eyes.

Information categories 🧺🧺🧺

The relationship between the information described in the fruit example can be split into two categories. “Information 1” is a factual, objective description of when the fruit is ripe (i.e. the science of why the fruit is the color that it is right now), whereas our subjective observation, based on color, is “Information 2”.

  • Information 1: Matter and energy, and their properties and interactions i.e. the laws of physics and universal truth or rules

Information 1 poses challenges for us because we have a narrow range of perception, attention, and aggregation, which means we, as humans, can’t possibly understand the laws of nature just by observing. We have evolved to be simple, efficient observers of what is important to us. In other words, we don’t need to understand everything in order to get things right. We see patterns and generalize. Going back to the fruit example – we only need to know the color of ripe fruit, not the exact chemistry of why it is ripe.

  • Information 2: This is Information 1 that is given meaning by humans. This is done via processing semantic information, or “differences and structures that create meaning for people”.

We use semantic information by processing concepts, patterns, categories, mental models, and even language as inputs to form our understanding. As social animals, we tend to reinforce general ‘truths’ about things because we’re constantly cooperating using shared information. General ‘truths’ are good enough.

Kat uses the following interaction to demonstrate the interplay of different information.

  • Person 1: If the raspberries look good, can you get some for me?
  • Person 2: How can tell is they’re good?
  • Person 1: Get the ones that are the most red.

In this interaction, the different pieces of information can be broken down by category:

  • Semantic information = Words and concepts
  • Information 1 = Meaningful signs
  • Information 2 = Perceptible differences
  • Real life information = Raspberries

Using our ability to communicate and understand concepts (words “red”, “good”, and “raspberries”) helps us to understand Information 2 (processing the words and concepts to understand that a red berry is good”), which aligns with Information 1 (the evolutionary science and ongoing consistency of red/ripe berries being sweet) that helps us decide when processing all of this information.

So, now that we understand a little more about information, how does this influence our roles as designers?

Why it matters 👀

Thanks to our individual lived experiences, people have many different inputs/concepts about things. However, Kat points out that we’re pretty good at navigating these different concepts/inputs.

Take conversations, for example. Conversations are our way of getting a “live” alignment of information. If we’re not on the same page we can ask each other questions to ensure we’re communicating semantic information accurately. 

When we start to think about technology and digital products, the interfaces that we design and code become the information that is being transmitted, rather than words in a conversation. The design and presentation become semantic information structures, helping someone to understand the information we’re putting forward. This highlights the importance of aligning the interface (structure and semantic information) and the users' ontology (concepts and categories). For the interface to work, IA practitioners and designers need to know what most people understand to be true when they interact with information, concepts, and categories. 

We need to find some sort of stability that means that most users can understand what they need to do to achieve a goal or make a decision. To do this, we need to find common ground between the semantic information (that might vary between users) so that users can have successful Information 2 style interactions (i.e. absorbing and understanding the concepts presented by the interface).

To wrap up, let’s remind ourselves that information architecture is “the practice of ensuring concepts, categories and their properties and relations are arranged into appropriate and relevant positions”. As IA practitioners and designers, it’s our job to ensure that concepts and categories are arranged in structures that can be understood by the nuance of shared human understanding and semantic information – not just in some physical diagram.

We need to present stable, local structures that help to reduce uncertainty at the moment of interaction. If we don’t, the information flow breaks and we aren’t reducing uncertainty; instead, we create confusion and disappointing user interactions with our digital products. Making sure we present information correctly is important (and difficult!) for the success of our products – and for better or worse, it’s the work of information architecture! 

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1 min read

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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