Optimal Blog

We all know that building a robust information architecture (IA) can make or break your product. And getting it right can rely on robust user research. Especially when it comes to creating human-centered, intuitive products that deliver outstanding user experiences.

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But what are the best methods to test your information architecture? To make sure that your focus is on building an information architecture that is truly based on what your users want, and need.

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What is user research? 🗣️🧑🏻💻

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With all the will in the world, your product (or website or mobile app) may work perfectly and be as intuitive as possible. But, if it is only built on information from your internal organizational perspective, it may not measure up in the eyes of your user. Often, organizations make major design decisions without fully considering their users. User research (UX) backs up decisions with data, helping to make sure that design decisions are strategic decisions. 

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Testing your information architecture can also help establish the structure for a better product from the ground up. And ultimately, the performance of your product. User experience research focuses your design on understanding your user expectations, behaviors, needs, and motivations. It is an essential part of creating, building, and maintaining great products. 

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Taking the time to understand your users through research can be incredibly rewarding with the insights and data-backed information that can alter your product for the better. But what are the key user research methods for your information architecture? Let’s take a look.

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Research methods for information architecture ⚒️

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There is more than one way to test your IA. And testing with one method is good, but with more than one is even better. And, of course, the more often you test, especially when there are major additions or changes, you can tweak and update your IA to improve and delight your user’s experience.

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Card Sorting 🃏

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Card sorting is a user research method that allows you to discover how users understand and categorize information. It’s particularly useful when you are starting the planning process of your information architecture or at any stage you notice issues or are making changes. Putting the power into your users’ hands and asking how they would intuitively sort the information. In a card sort, participants sort cards containing different items into labeled groups. You can use the results of a card sort to figure out how to group and label the information in a way that makes the most sense to your audience. 

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There are a number of techniques and methods that can be applied to a card sort. Take a look here if you’d like to know more.

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Card sorting has many applications. It’s as useful for figuring out how content should be grouped on a website or in an app as it is for figuring out how to arrange the items in a retail store.You can also run a card sort in person, using physical cards, or remotely with online tools such as OptimalSort.

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Tree Testing 🌲

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Taking a look at your information architecture from the other side can also be valuable. Tree testing is a usability method for evaluating the findability of topics on a product. Testing is done on a simplified text version of your site structure without the influence of navigation aids and visual design.

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Tree testing tells you how easily people can find information on your product and exactly where people get lost. Your users rely on your information architecture – how you label and organize your content – to get things done.

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Tree testing can answer questions like:

• Do my labels make sense to people?
• Is my content grouped logically to people?
• Can people find the information they want easily and quickly? If not, what’s stopping them?

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Treejack is our tree testing tool and is designed to make it easy to test your information architecture. Running a tree test isn’t actually that difficult, especially if you’re using the right tool. You’ll  learn how to set useful objectives, how to build your tree, write your tasks, recruit participants, and measure results.

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Combining information architecture research methods 🏗

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If you are wanting a fully rounded view of your information architecture, it can be useful to combine your research methods.

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Tree testing and card sorting, along with usability testing, can give you insights into your users and audience. How do they think? How do they find their way through your product? And how do they want to see things labeled, organized, and sorted? 

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If you want to get fully into the comparison of tree testing and card sorting, take a look at our article here, which compares the options and explains which is best and when. 

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?’

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

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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.

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Some highlights from this issue:

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• 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….

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

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

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A plug for the next issue

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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.

We've launched a brand new series of 'bite sized' presentations to make your lunch break more inspiring. Together with speakers, community groups, and organizations from around the world — these virtual events dive into a variety of topics impacting our industry today.

Join us at the end of every month for Lunch n' Learn.

Sign up now to stay in the loop.

Clara Kliman-Silver

In our first Lunch n Learn, Clara Kliman- Silver, Senior UX Researcher at Google unpacked some of the barriers to effective designer-developer collaboration.

In her talk "UX in a distributed world", Clara discussed various workflow stages, the role of design systems, common pain points, and mitigation strategies — all based on UX research studies with designers, developers, and product teams over the last three years.

Clara also covered research on UX tools, how tools have transformed workflows, and where a perceived tooling problem might actually be a process issue (and what you can do about it). In addition, she considered how tools and workflows might evolve in the future.

https://www.youtube.com/watch?v=x4sYWOdROBM

📹: UX in a distributed world.

Speaker bio

Clara Kliman-Silver is a Senior UX Researcher at Google who studies design teams, design systems, UX tools, and designer-developer collaboration.

She specializes in participatory design and generative methods to investigate workflows, understand designer-developer experiences, and imagine ways to create UIs.

In previous roles, she has conducted research on developer tools, artificial intelligence, and healthcare. Clara holds a Bachelors of Science in Cognitive Science from Brown University.

Grab your lunch, invite your colleagues, and we hope to see you at the next Lunch n' Learn.

Testing and comparing multiple variations of trees will help you nail down an effective navigation structure before you implement it, saving time and costly mistakes. Treejack's comparison feature allows you to compare two tasks from two different Treejack studies without leaving the results page. It helps make comparing your variations easier and faster by putting results side-by-side for you to explore simultaneously. 

The image above shows a common workflow of how Optimal Workshop tools can be used together to improve your navigation structure. 

How does it work?

Step 1. Let's compare tasks

First things first, sign into your Optimal Workshop account.

Step 2. Open the Treejack study

Open the tree test that you want to start your comparison from, then navigate to the Task Results tab in the Analysis section.

Step 3. Click on compare tasks

Click the ‘compare tasks’ button in your chosen task.

Step 4. Select the study

Next select the study and task you want to compare then click 'Compare tasks'.

Step 5. Compare the results

You can now compare the two tasks together and start the analysis process. Do this as many times, with as many tests and tasks, as you need to.

Send us your feedback

We’ve got a lot of exciting improvements in the pipeline and as always, we’d love your feedback. You can make feature requests, vote on existing requests and send feedback in Optimal Workshop using the Resource Centre. It's located at the bottom right hand corner of your account, just click the ? icon. 

Log in now let us know what you think!

Ever wondered what the relationship is between information architecture (IA) and UX? Simply put, IA is the foundation of UX. We outline why.

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What is Information Architecture? 🛠️

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According to Abby Covert, a leader in the field of information architecture, IA is ‘the way we arrange the parts to make sense of the whole.’ This can relate to a website, a retail store or an app. And you could even consider the way a library is sorted to be information architecture. For the purposes of this article, we will focus on digital products (apps or websites).

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Well-organized information architecture is fundamentally important to the success of your product. As a designer, knowing the content you are delivering and how, is fundamental to creating a UX that performs. Working with the needs of the organization and meeting the requirements of the users in a meaningful and delightful way. Organizing and structuring the information so that navigating, searching, and understanding your product is seamless is ultimately what UX design is all about. Arranging the parts to make sense of the whole, you could say.

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While design is about creating visual pointers for users to find their way, information architecture can be broken down into 3 main areas to consider when building a great user experience:

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• Navigation: How people make their way through information 
• Labels: How information is named and represented.
• Search: How people will look for information (keywords, categories)

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When put like this it does seem pretty straightforward. Maybe even simple? But these tasks need to be straightforward for your users. Putting thought, time, and research at the front of your design and build can increase your chances of delivering an intuitive product. In fact, at any point in your product’s life cycle, it’s worth testing and reviewing these 3 areas.  

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Key things to consider to build an effective IA for UX 🏗

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Developing a well-thought-out and researched information architecture for your product could be considered a foundation step to creating a great UX product. To help you on your way, here are 6 key things to consider when building effective information architecture for a great user experience. 

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1. Define the goals of your organization: Before starting your IA plan, uncover what is the purpose of your product and how this will align with the goals of your stakeholders.
2. Figure out your user’s goals: Who do you want to use your product? Create scenarios, discuss with probable users and find out what they’ll use your product for and how they’ll use it.  
3. Study your competitors: Take note of websites, apps and other digital products that are similar to yours and look at their information architecture from a UX point of view. How does the design work with the IA. Is it simple to navigate? Easy to find what to do next?  Look at how key information is designed and displayed.
4. Draw a site map: Once the IA is planned and developed and the content is ready, it’s time to figure out how users are going to access all of your information. Spend time planning navigation that is not too complex that will help users to browse your product easily. 
5. Cross browser testing: Your information architecture behavior may vary from one browser so it’s worth doing some cross-browser compatibility testing. It would be very disappointing to work so hard to get the best UX with your product, only to be let down because of browser variances.
6. Usability testing: End users are the perfect people to let you know how your product is performing. Set up a testing/staging environment and test on external users. Observing your participants while they move their way through your product uninterrupted and listening to their opinions can shed light on the successes (and failures) in a very insightful way. 

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Wrap Up 🌯

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Information architecture is the foundation of designing a great product that meets (or even exceeds) your users’ needs, wants, and desires. By balancing an organization’s needs with insight into what users actually want, you’re well equipped to design an information architecture  that helps build a product that delivers a positive user experience. Research, test, research, and test again should be the mantra throughout the development, design, and implementation of your product and beyond.

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

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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.

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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.

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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.

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8 Principles of information architecture, according to Dan Brown 🏗️

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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.

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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.

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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.

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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.

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Wrap up 🌯

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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.