March 6, 2023
4 min

Navigating the Complexities of Information Architecture vs Data Architecture

Thanks to an ever-growing digital world, businesses are spoiled for information and data. The more complex the business, the more information there is and the more complicated the business requirements are. But where there are challenges, there is opportunity. That’s where information architecture and data architecture come in.

Information and data architecture both seek to make sense of the plethora of information a business handles. However, the two have different roles to play in the way businesses use, move, maintain, and present data - both to internal and external stakeholders. So what are they and why should businesses take note?

Defining Information Architecture 🗺️

Information architecture is the structure used to organize and label content on websites, mobile applications and other digital environments. Its primary purpose is to enhance user experience by ensuring information is structured in an accessible, usable and relevant way.

Information architecture seeks to understand user needs and goals by analyzing both existing and required information, then building an information framework in a logical and user-friendly way. It deals with three main components:

  • Labels: How information is represented
  • Navigation: How users make their way through the information
  • Search: How users look for information

Whilst this information sits in the background, it’s the layer upon which you build the design of your digital products.

Information architects bring data from file systems and databases to life by building meaningful narratives and stories. Outputs can include site-mapping, information architecture diagrams and content inventories. These outputs are supported by user research techniques such as card sorting, tree testing, user surveys and first-click testing.

Defining Data Architecture 💻

Data architecture bridges the gap between business needs, goals, and system requirements related to data handling. It sets out a framework for managing data assets, the flow of data and the maintenance of data systems. As such, it has a slightly more macro view than information architecture and concerns itself with emerging technologies such as artificial intelligence, machine learning, and blockchain.

Where information architecture centers around the end-user interaction, data architecture centers around practical handling and operation of data processes i.e. collection through to transformation, distribution, and consumption. Because of this, data architecture must take into account the businesses ability to scale operations, integrate with third party systems, support real-time data processes and the reduction of operating costs. Modern data architecture may point to artificial intelligence to tackle some of these challenges.

The Importance of Enterprise Architects in Information and Data Architecture 🏗

Enterprise architects are big-picture people. Data architecture and information architecture both fall within their remit, and they often oversee other data management job specialities within an IT department.

As a leader (and often, visionary) within a business, enterprise architects shoulder the responsibility of ‘mission critical’ projects. As a result, they tend to have several years experience with IT systems, backed by a bachelor’s degree in computer science, IT management, data science or similar. Many will hold a master’s degree and specialty certifications.

The role involves collaborating with senior business leaders, solution-delivery teams and external stakeholders, and requires creative problem solving and excellent communication skills. Therefore, enterprise architects very much steer the ship when it comes to information and data architecture. Combining high-level business strategy with knowledge of ‘the nuts and bolts’ of IT data systems and processes, they command an annual salary in New Zealand between $150,000 and $200,000 per annum..

Continuous improvement within any business that has substantial IT infrastructure calls for serious investment in enterprise architecture.

Designing and Implementing an Effective Information and Data Architecture 𝞹📈🧠📚

Once overarching business goals are aligned with the scope of data and system requirements, information and data architecture design (or redesign) can begin.

Crucial to the design and implementation process is developing an architecture framework. This is a set of guidelines that lays out principles, practices, tools and approaches required to complete the design. It supports system design decisions, assigns key tasks and provides project guidance throughout the design process. The framework essentially aims to unite disparate teams and maintain business and IT alignment.

The choice of architecture design is also critical. It should consider scalability, performance, maintainability and adaptability to emerging technology. Which is why cloud platforms feature so heavily in modern data architecture. Cloud architects will navigate the architecture design and technical requirements of cloud-based delivery models, which offer the solution to those scalability and adaptability challenges. They are responsible for bridging the gaps between complex business problems and solutions in the cloud. Modern data architecture tends to involve some form of cloud delivery component.

Throughout implementation, data and information architects will work closely with designers and engineers until testable architecture is ready. User research and testing will be carried out, and a feedback loop will commence until requirements are met. Users, as always, should be at the center of your digital product.

Summing Up the Complexities of Information and Data Architecture 🧮

Whilst the difference between information and data architecture can appear nuanced on the surface, they hold unique roles when delivering a cohesive, user-friendly digital product.

Think of a sliding scale where business operations sit at one end, and users sit at the other. Data architecture addresses challenges closer to the business: aligning business requirements and goals with how data flows through the system. On the other hand, information architecture addresses the challenges related to how this data is organized and interpreted for the end user.

At the end of the day, both information and data architecture need to work in harmony to satisfy the user and the business.

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Why information architecture is important for designers

Sitting inside any beautifully crafted and designed digital product, there must be a fully functional and considered information architecture.

As much as information architecture shouldn’t be developed in a vacuum. Neither should the design and look of digital products. In fact, a large proportion of the function of digital designers is devoted to supporting users locating content they need and driving them towards content that the product owners want them to find.

Incorporating visual markers to make sure that certain content is distinct from the rest or creating layers that demonstrate the diverse content on a product.

If you do not have quality content, it is impossible to design a quality digital product. It all comes back to creating a user experience that makes sense and is designed to make task completion simple. And this relates back to designing the product with the content planned for it in mind.

8 Principles of information architecture, according to Dan Brown 🏗️

As a designer, the more you know about information architecture, the better the products you design will meet your user requirements and deliver what they need. If you work with an information architect, even better. If you’re still learning about information architecture the 8 Principles according to Dan Brown is a great place to begin.

If you haven’t come across Dan Brown yet, you have more than likely come across his 8 principles. Dan Brown is one of the UX world's most prolific experts with a career that spans most areas of UX designs. He’s written 3 books on the subject and experience across a multitude of high profile projects. Aiding large organizations to make the most of their user experience.

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

It’s highly likely that you’ve already used some, or all, of these IA principles in your designs. Don’t be shy about mastering them, or at the very least be familiar. They can only help you become a better user experience designer.

Wrap up 🌯

Mastering the 8 principles, according to IA expert Dan Brown will see you mastering the complex tasks of information architecture. Understanding IA is key to creating digital designs with a content structure that is functional, logical and just what your users need to navigate your product. Design without good IA doesn’t work as well, just as a content structure without a well designed interface will not engage users.

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1 min read

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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1 min read

Understanding and refining choreography for your information architecture

What is information architecture (IA) without its complementary elements? On this blog we’ve already discussed the information architecture elements of taxonomy and ontology, and now it’s time to take a look at choreography. While taxonomy refers to how information is grouped, classified and labeled and ontology refers to the meaning behind our words, choreography describes the rules for how all those parts should interact.

Choreography is essentially the nuts and bolts that bring organization, structure and meaning together to form one well-oiled machine that supports, enables and delights users on their path to task completion within a specific context.An often overlooked element of information architecture, nailing your choreography is essential to the delivery of a seamless user experience because it is present in everything your users will do on your website.

Understanding choreography and IA

Coming back to our house analogy from my taxonomy blog, choreography would be present throughout the entire house determining how everything works together. It’s in the positioning of the door handles and hinges to enable easy access and use of rooms and so you don’t swing an open door into a shower screen or into the knees of a toilet user (who should have locked the door anyway). Choreography appears in open plan living environments seamlessly flowing from one space to the next. The way that the laundry is usually a room that includes an external door allowing an easy workflow from storing the dirty clothes, to washing them to hanging them outside on the line to dry. These are all examples of choreography.

In the context of a website, choreography is present in a number of different website elements. These might include: the rules for how a menu might respond or behave under specific circumstances, the way the user interface adapts to suit different devices, the hierarchical relationship between content and much more.

Choreography examples

To help you understand how choreography might appear in a website IA context, I’ve scoured the internet and have found 3 interesting examples I’d like to share with you.

Mental Floss

Mental Floss is an online publication designed for curious minds — sounds awesome! But the thing I find most interesting is the choreography that is present in the surfacing behavior of the top navigation menu. There are two different ways to access its content: you can either click on the big orange menu button in the top right hand corner and you’ll get everything in one hit — including the footer links (see two images below) — or you can scroll down or up the page and it will automatically drop down and become sticky giving you just the level 1 IA headings and that sticky orange menu button (see third image below).

A screenshot of the homepage of Mental Floss. The headline says "The typo that helped end World War II"

Mental Floss as it appears when I first open the home page.

Mental_floss_menu

When I click on the big orange button

Menal_Floss_scroll

Now look what happens when I scroll a bit.... Ta da!

If you go with the scrolling option, you’re not going to miss out because Mental Floss appears to have been designed to be explored — might have something to do with that curiosity thing! All the links that live under the big menu button are distributed throughout the long scrolling page, so when you’re exploring the content, you also get everything! If you get really stuck, that sticky orange menu button is always there to help. If I scroll I get one thing and if I click I get something else, but no matter how I choose to consume the content I get access to everything without having to think about it. This website’s choreography supports both exploratory and direct navigation styles and brings all the parts together.

IKEA US Inspiration page

Part blog, part catalogue, part how-to hub, the Inspiration page on IKEA’s US website is a fascinating IA example because it exists outside the patterns used on the rest of the website. It’s like an IA within an IA. While the rest of the website has a wide rigid structure typical of large IAs, the Inspiration page (also titled ‘IKEA Ideas’) is more organic and is organized by content tags and is navigated by filtering (see below).

Ikea_Ideas
The IKEA Ideas homepage and tag cloud.
Tag_Cloud

The tag cloud-like thing displays the content tags in alphabetical order. Each piece can be assigned up to four tags and users can filter by clicking or just peruse the whole lot by scrolling. Upon clicking a content tag, the piece selection below is automatically updated to only include pieces with the selected tag.Choreography on this part of IKEA’s US website is present in the relationship and behavior of the content tags and how that affects the information on the page.

Do nothing for 2 minutes

Do nothing for 2 minutes has a completely flat IA and its choreography is present in the way it responds to user behavior and the way it presents visual and audio content. The website opens to a single page (see below image) showing an image of a beautiful sunset at the beach accompanied by the soothing sound of waves gently crashing and a group of seagulls fighting over a pickle someone tossed them from a McDonald’s cheeseburger (maybe that was me). It gives me a very clear instruction to “do nothing for 2 minutes” and presents a timer that immediately starts counting down.

Do_Nothing
A relaxing scene on the 'Do nothing for 2 minutes homepage'

In the centre of the screen in that sunlight created highlight are the the words “Just relax and listen to the waves. Don’t touch your mouse or keyboard.” It’s a bit hard to read and I didn’t instantly notice it but when I don’t follow its guidance, the timer resets and tells me to “try again”(see below image).

Do_Nothing_Fail
When I fail to do nothing, the timer resets

When I comply with its instructions, the clock ticks down and when there are just 40 seconds to go something magical happens — the wave sounds stop. It’s not jarring or surprising, in fact it actually felt like I dropped to a deeper state of relaxation. Like an experienced lead dance partner, this website’s choreography pushes and pulls the follower where it wants them to go. The rule here is: if I touch my mouse or keyboard, the clock resets, and if I follow the instructions, I get to access an additional layer of relaxation when the sound drops off. It forces me to take 2 whole minutes of out my day in a strict but supportive way.

When I reach the end of the 2 minutes, I’m congratulated and shown an advertisement for a book to help me further explore this technique. I usually hate seeing things like that but I don’t mind in this case because it doesn’t come across as pushy and it’s already given me something.

Refining the choreography of your IA

When you break it down, choreography is about behaviors and relationships between all the pieces of the IA. It’s about which parts go together, what they do and how that fits in with everything else. Think content pairings in a card sort and the hierarchical position of content within the IA’s tree structure — why do those cards go together and why does label Y appear directly before label X? These choices are deliberate; it’s not just a case of “Oh let’s just put them wherever,” or “I’m going to whack a certain label at the very top because my boss told me because that’s where he thinks it should go.” Choreography exists throughout your entire IA and like everything else, all refinements must be determined by user research.

When running a card sort, pay close attention to:

  • card pairings
  • cards that are consistently not paired
  • the hierarchy of cards within each group (card order)
  • the conversation between your participants (moderated card sorts only) for insights into the logic behind the pairings and hierarchical positioning

Cards that are paired — or not — as well as their hierarchical placement can not only provide insight into your users’ taxonomical expectations but can also help you identify relationships (or lack thereof) between content and elements. Say you were running a card sort on an intranet and two cards labeled ‘Annual Leave’ and ‘Public Holidays’ were consistently being grouped together under ‘Human Resources’. What’s their expected relationship and interaction beyond the subject matter connection? Does one appear before the other? Is one linked to the other one’s page? Or are they together on one page and if so how do they interact? (if at all). For moderated card sorts, listen closely to the conversation for insight into this and be sure to ask your participants about anything you’re not sure of.

If your IA is a bit further along in its development or you’d like to evaluate an existing IA, tree testing can help you understand the choreography that will best support your users.

Keep an eye on:

  • the location of the first click
  • the pathways followed

The pathways followed by participants in a tree test will help you determine the right sequence of interactions required by a user to reach their goal — the ultimate step by step flow to task completion. What order do the labels need to be in? And what lives underneath them? And again, in what order?Think of it like a path through the woods to a lake. Your IA’s choreography should enable your users to be seamlessly guided along a smooth pathway made of big stone steps. They shouldn’t be running into trees or bushwhacking to create their own pathways.

When looking at a tree test, consider how many of your participants did not follow the pathway/s you defined as correct. Where did they go instead? What does the right path look like to your users? Also look at where the all important first click landed. If users start out on the correct first click, they are almost 3 times as likely to reach their goal. If your participants started out on a different first click, you’ll need to explore why that is. It could indicate ambiguity in the labels, it could also be a sign of an expectations mismatch, a hierarchical issue or it could be something else entirely! The tree test will help you identify where the issues are, but you’ll need to go and have a conversation with your users to understand why it’s happening.

Unless more than say 80% of your participants achieved direct success in reaching their goal (meaning they never strayed from the big stone path that you defined) you’ll need to check these things anyway to resolve findability and usability issues. Choreography related insights are an extra thing you can pull from what you’re already doing. And of course always remember that any choreography related data has to be considered in conjunction with whether or not the labels are even correct. Choreography is just one piece of the puzzle; it sets the rules for how all the parts interact and isn’t going to be much help if the parts aren’t even right in the first place!

Choreography in information architecture might be one of the most overlooked elements but it’s not hard to give it the time and consideration it deserves and your users will thank you for it!

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