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Quantitative Research

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The ultimate IA reading list

Within the UX industry, there are myriad terms and concepts you’ll need to understand in order to get your job done. One of the most common you’ll come across is information architecture (IA).

What is it? How do you find it? How do you research it? And how do you create it?

We’ve compiled an extensive directory where you can find authoritative content from information architects all over the world.

You’ll find this resource useful if:

  • You’re new to UX
  • You’re a writer, intranet manager, designer, marketer, product owner or content strategist
  • You want to further your knowledge of information architecture

How to get the most out of this guide:

  • Bookmark it and use it as a learning resource
  • Share it with colleagues, students, teachers, friends
  • Read it and share some of the basics to create an awareness of IA and UX in your workplace
  • Check the health of your current IA with this handy guide.

Read on to learn all the ins and outs of IA including topics for beginners, those with an intermediate skill level, and some bonus stuff for you experts out there.

Information architecture is the system and structure you use to organize and label content on your website, app or product. It’s the foundation on top of which you provide the design.

  • "How to make sense of any mess" - This book by Abby Covert is one of the quintessential introductory resources for learning about information architecture. It includes a great lexicon so you can understand all the jargon used in the IA world, and shows you how to make sense of messes that are made of information.
  • "Intertwingled" - A book written by Peter Morville that discusses the meaning of information architecture and the systems behind it.

Ways of understanding information (and how to design for them)

Information seeking behaviors

  • "Four modes of seeking information and how to design for them" - How do your users approach information tasks? Everyone can be different in their information seeking habits and patterns, so it makes sense to do your research and take a deep look into this. In this article, Donna Spencer explains the four different modes of seeking information: “re-finding”, “don’t know what you need to know”, “exploratory” and “known-item”.
  • "How to spot and destroy evil attractors in your tree (Part 1)" - People can get lost in your site due to many different things. One that’s easily looked over is evil attractors, which appear in trees and attract clicks when they shouldn’t. This can confuse people looking for certain things on your site. This article by Dave O’Brien explains how to find and get rid of these evil attractors using tree testing.

Defining information architecture

Ontology, common vocabulary

The relationship between information architecture and content

Content inventories and audits

  • "How to conduct a content audit" - Before you begin a redesign project, you must perform a content analysis of your existing website or app to get an idea of the content you already have. This article (and accompanying video) from Donna Spencer explains the basics of a content audit, how to perform one, and why people conduct them. As a bonus, Donna has included a downloadable content inventory spreadsheet that you can use for your own project.
  • "Content analysis heuristics" - Before you get started on an information architecture project, it’s a good idea to first analyze what you already have. To do this, you use content analysis heuristics. In this article by Fred Leise, you can learn how to conduct a qualitative content analysis, and what each of his heuristics entails.

Content modeling

  • "Content types: The glue between content strategy, user experience, and design" - A lecture and slideshow presentation from Hilary Marsh at the IA Summit 2016 that explains the importance of creating a good understanding of “content types” so people can all be on the same page. Hilary discusses content lifecycles, workflows, relationships, and includes a handy checklist so you can easily identify content types.

Content prioritization

  • "Object-oriented UX" - When you’re designing a new page, website or app, many people look to a content-first approach to design. But what if you’re working on something that is mostly made up of instantiated content and objects? This is when it’s useful to add object-oriented UX to your design process.

Ways of organizing information

  • "Classification schemes — and when to use them" - How do you organize content? Should it be in alphabetic order? Sorted by task? Or even grouped by topic? There are many different ways in which content can be grouped or classified together. But which one works best for your users? And which works best for the type of content you’re producing? This article from Donna Spencer discusses some of the different types of classification schemes out there, when to use them, and which projects you can use them for.

Research for information architecture

Every successful design project involves a good dose of user research. You need to be able to understand the behavior, thoughts, and feelings of people.

Here’s an overview of the different types of user research you can conduct for information architecture projects.

Testing IA

  • "Tree testing: A quick way to evaluate your IA" - When do you need to run a tree test on your IA? And how do you do it? This article from Dave O’Brien runs through a project he worked on, the research methods his team faced, and the results they received. He also shares a few lessons learned which will serve as handy tips for your next tree test.
  • "Tree testing 101" - If you’ve never conducted a tree test before, our Tree testing 101 guide will fill you in on all the basics to get you started. This guide tells you when to use tree testing, how to set your objectives, how to build your tree, and how to run a study in our tree testing tool Treejack.
  • "Card sorting 101" - A guide we put together to explain the basics of card sorting and how to use this method for information architecture. Learn about the three main types of card sorting, how to choose the right method for your project, and how to interpret your card sorting results.
  • "How to pick cards for card sorting?" - An article on our blog that explains which types of cards you should include in your study, and how to write your card labels so that your participants can clearly understand them.
  • "Choose between open, closed or hybrid card sorts" - A section from our Knowledge Base that explains what you need to know about running different kinds of card sorts. Learn what’s involved with open, closed or hybrid card sorts and which one best suits the project you’re working on.
  • "Why card sorting loves tree testing" - Another article from our blog that explains the relationship between card sorting and tree testing and how you can use the two research methods together for your projects.

Advanced concepts in information architecture

IA in a world of algorithms

Cognitive science for IA

IA at scale

IA and SEO

  • "Information architecture for SEO" - When you’re organizing content on a website, you really have two audiences: people and search engines. So how do you make sure you’re doing a good job for both? In this “Whiteboard Friday” from Moz, Rand Fishkin talks about the interaction between SEO and IA, and some best practices involved with organizing your content for both audiences.
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What is mixed methods research?

Whether it’s Fortune 500 companies or tiny startups, people are recognizing the value of building products with a user-first methodology.But it’s not enough to merely say “we’re doing research”, it has to be the right UX research. Research that combines richness of different people's experiences and behavioral insights with tangible numbers and metrics. Key to this is an approach called mixed methods research.

Here, we’ll dive into the what and why of mixed methods research and cover a few examples of the approach.

What is mixed methods research? 🔬

Mixed methods isn’t some overly complicated practice that’ll take years to master — it simply refers to answering research questions through a combination of qualitative and quantitative data. This might mean running both interviews and surveys as part of a research project or complementing diary study data with analytics looking at the usage of a particular feature.A basic mixed methods question could be: “What are the key tasks people perform on my website?”. To answer this, you’d look at analytics to understand how people navigate through the page and conduct user interviews to better understand why they use the page in the first place. We’ve got more examples below.

It makes sense: using both qualitative and quantitative methods to answer a single research question will mean you’re able to build a more complete understanding of the topic you’re investigating. Quantitative data will tell you what is happening and help you understand magnitude, while qualitative data can tell you why something is happening. Each type of data has its shortcomings, and by using a mixed methods approach you’re able to generate a clearer overall picture.

When should you use mixed methods? 🧐

There’s really no “time to do mixed methods research”. Ideally, for every research question you have, evaluate which qualitative and quantitative methods are most likely to give you the best data. More often than not, you’ll benefit from using both approaches.We’ve put together a few examples of mixed methods research to help you generate your own UX research questions.

Examples of mixed methods research 👨🏫

Imagine this. You’re on the user research team at BananaBank, a fictional bank. You and your team want to investigate how the bank’s customers currently use their digital banking services so your design team can make some user-focused improvements.We’ve put together a few research questions based on this goal that would best be served by a mixed methods approach.

Question 1: How does people’s usage of online banking differ between desktop and the app?

  • The value of quantitative methods: The team can view usage analytics (How many people use the desktop app versus the mobile app) and look at feature usage statistics.
  • The value of qualitative methods: Interviews with users can answer all manner of questions. For example, the research team might want to find out how customers make their way through certain parts of the interface. Usability testing is an opportunity to watch users as they attempt various tasks (for example, making a transaction).

Question 2: How might you better support people to reach their savings goals?

  • The value of quantitative methods: The team can review current saving behavior patterns, when people stop saving, the longevity of term deposits and other savings-related actions.
  • The value of qualitative methods: Like the first question, the team can carry out user interviews, or conduct a diary study to better understand how people set and manage savings goals in real life and what usually gets in the way.

Question 3: What are the problem areas in our online signup form?

  • The value of quantitative methods: The team can investigate where people get stuck on the current form, how frequently people run into error messages and the form fields that people struggle to fill out or leave blank.
  • The value of qualitative methods: The team can observe people as they make their way through the signup form.

Mixed methods = holistic understanding 🤔

As we touched on at the beginning of this article, mixed methods research isn’t a technique or methodology, it’s more a practice that you should develop to gain a more holistic understanding of the topic you’re investigating. What’s more, using both types of methods will often mean you’re able to validate the output of one method by using another.When you plan your next research activity, consider complementing it with additional data to generate a more comprehensive picture of your research problem.

Further reading 📚🎧☕

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