Memphis, Here I Come

IA Summit 2009 Logo

This Thursday marks the 10th annual IA Summit, held in Memphis, TN. Actually, it begins earlier, but the main conference begins on Thursday. My apologies to friends I will meet there. Being the avid college basketball fan that I am, I feel organizers made a royal blunder by scheduling the event on the 4 most sacred days in sports – rounds 1 and 2 of March Madness (college basketball tournament). So, I might be somewhat distracted.

With that said, I am really looking forward to my third trip to the Summit and anticipate learning new takeaways and meeting new friends. In a time where people question that value of the discipline, I feel the conference and its practitioners have much to say.

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IA Summit 2008 Recap – A Week Later

IA Summit 2008

This was the second IA Summit that I’ve attended. Last year I took my wife. It was great because, as parents of twin toddlers, it was a welcome vacation and respite from the responsibilities that parenting entails. Although I willingly chose to spend free time with my wife, I wasn’t able to connect with people in my professional network as much as I would have hoped. This year I attended on my own, and I found the “conference” part of weekend much richer as I was able to participate in extended conversations with colleagues. I also found that Twitter became an easy substitute to the obligatory business card for creating connections. “Hello” to all of my new friends.

Resources

There are already a number of photos, slides, and podcasts available from the event. Podcasts are supposed to be uploaded to Boxes and Arrows, but I haven’t seen anything yet (I will update this post once I see them available).

Program: Main Conference Presentations
Social Network: Crowdvine
Photos: [Flickr Group: IA Summit 2008 | By Flickr Tag: IASummit2008, IASummit08, IASummit]
Slides: [SlideShare Event: IA Summit 2008 | By SlideShare Tag: IASummit2008, IASummit08, IASummit]

Quick Takeaways

There are already a number of recaps popping up everywhere, so I will try to post a little bit about what I learned at the sessions I attended. I’ll try to provide as many links as I can. Note that the sessions below are not the complete list – only those sessions I was able to attend. Please refer to the resources above to view the entire listing of sessions.

Keynote: Journey to the Center of Design (Jared Spool, Bio) [Slides] – Replace user-centered design with informed design that leverages refined tricks and techniques.

The Three Questions:

  1. Vision – “Can everyone on the team describe the experience of using your design 5 years from now?”
  2. Feedback – “In the last 6 weeks, have you spent more than 2 hours watching someone use yours or a competitor’s design?”
  3. Culture – “In the last 6 weeks, have you rewarded a team member for creating a major design failure?”

Exploratory search and folksonomy: Exploration paths in social tagging systems (Tingting Jiang, bio) [Slides] – Information seeking in social tagging systems is largely exploratory.

Integrating web analytics into information architecture and user-centered design (Hallie Wilfert, bio) [Slides] – You don’t need to be a statistician, but you need to effectively communicate the “what” people do by successfully predicting “why” people exhibit certain behavior patterns on your site.

Inspiration from the edge: New patterns for interface design (Stephen Anderson, bio) [Slides] – Just say NO to default thinking – look beyond immediate industry rivals for innovative design ideas.

Blind ambition: How the accessibility movement overlooks sensory experience (Claude Steinberg, bio) – Creating accessible sites becomes about making the thing work rather than how the site makes the user feel. Ask users what they get out of the site – you can create an auditory equivalent to describe the experience. Referenced sites from Claude’s presentation include: Hyundai, JK Rowling.

How to be a user experience team of one (Leah Buley, bio) [Slides] – Generate a lot of ideas, assemble an ad hoc multi-disciplinary team, pick the best ideas. Mix and match word associations. Keep an inspiration library. Business needs + user needs = design principles.

Designing your reputation system in 15 10 easy steps (Bryce Glass, bio) [Slides] – Bryce answers the following 10 questions: 1. What are your business goals? 2. What community spirit do you want to encourage? 3. What motivates your community members? 4. Which entities will accrue reputation? Rate the thing, not the person. 5. Which inputs should you pay attention to? Action > Affects What? > Indicates What? 6. How transparent should the rules be? 7. Should reputations decay from non-use? Yes! 8. Are there cultural aspects you should consider? 9. For what contexts will users accrue reputation? 10. What presentation pattern is appropriate?

Search Patterns (Peter Morville, bio) [Slides (with audio) ] – Behavior Patterns: narrow, search & browse & ask, pearl grow | Design Patterns: faceted navigation, federated search, best bets, category match, auto-suggest, contextual search | Well executed search patterns can: increase conversion rates, increase site traffic, decrease customer service needs.

Content page design best practices (Luke Wroblewski, bio) [Slides (4 MB PDF)] – We optimize for static structures but need to consider dynamic movement within a site. How much traffic comes from within the site and how much from the web ecosystem: communication, display surfaces, content creators, content aggregators, search. Takeaways: 1. Content – A page should be about the content, not site overhead. Keep page links and titles in sync. Use visual hierarchy principles. Engage people in related content. Be brief – show content highlights (i.e., CNN includes “story highlights” for those with short attention spans). 2. Related – Access to what matters now vs. access to everything. 3. Context – well-executed visual design adds credibility and elicits trust.

Extending the gaming experience to conventional UIs (John Ferrara, bio) [Slides (6 MB PDF)] – Game characteristics include: static objectives, environmental constraints, formal constraints, interface-based arbitration. Games are compelling because: operant conditioning (rewards and punishments), currencies, joy of interactivity, audio/visual sophistication. Games can solve real problems (e.g., Google Image Labeler, Yahoo! Answers). Game patterns: 1. Physical presence of the user. 2. Temporal motion. 3. Adaptive experiences. 4. Uncertainty. 5. Micro/macro readings (show details and context). 6. Health bars. 7. Tutorial levels. 8. Collaboration.

Panel: Practical prototyping (Todd Zaki Warfel, bio; Chris Conley, bio; Anders Ramsay, bio; Jed Wood, bio) – Less important the specific tool and more important to get something out quickly for the conversation. Start with paper prototyping. Then you might want something higher fidelity to show behavior, interactions. Use prototypes to explore alternatives, not to get it right. Build 3-5 things that are as different as you can. You make decisions based on how you feel or experience it, which is what you are trying to design. Prototype to brainstorm vs. prototype for final. Requirements writing is broken. corrupt and fundamentally flawed. Have prototypes delivered with requirements hand-in-hand.

Web site maturity cycles (Vera Rhoads, bio) [Slides] – Web sites can be evaluated using a defined measurable life cycle (similar to capability maturity methodology): Level 1: web presence and established information delivery, Level 2: information processing, Level 3: knowledge creation, Level 4: business value clearly identified and derived, Level 5: true excellence through an integrated, personalized, and collaborative environment. Company Categorizations: size, business model, web property existence, precedence, strategic prioritization, sufficient funding.

Audiences & artifacts (Nathan Curtis, bio) [Slides] – Our documentation needs to be design and user-centered just like the resulting products that we help create. We need to map the right artifact to the right audience. Deliverable life cycle: 1. preparation, 2. concepts, 3. variations, 4. details. Try to be more structured, focused, predictable, prepared, investigative, mechanized. Collaborate on deliverables, Formalize deliverables, automate deliverables.

Designing with patterns in the real world: Lessons from Yahoo! And Comcast (Christian Crumlish, bio; Austin Govella, bio) [Slides] – Do design patterns stifle innovation? No. 1. Avoid reinventing the wheel. 2. Promote a familiar user experience for customers. 3. Free up designers to do innovative leading-edge work. The Essence of the Pattern – 1. Problem (what does the user want?). 2. Solution (How to meet the user’s needs). 3. Context (When to use it). 4. Examples (pictures, links). Link to related specs and documentation. How to contribute: 1. Check the library, 2. Give feedback, 3. Suggest a pattern, 4. Help write or review a pattern. Rating the Patterns – levels of 1. working solution, 2. best practice, 3. The Yahoo! way. Keep patterns fresh.

Data driven design research personas (Todd Zaki Warfel, bio) [Slides] – Personas make sure that design matches user and business goals. Personas communicate: knowledge, activities, interests, influencers, (what would influence you to use the system or prevent you from using it) goals, and pain points. Todd feels that the “Persona DNA” is the most important aspect of the persona (see slide 27).

Checking the feel of your UI with an interaction audit (Peter Stahl, bio; Josh Damon Williams, bio) [Slides] – Recommendations: 1. Affordances – consistent visual cues that an interaction is being offered (e.g., click link inconsistencies). 2. Tasks – consistent path to accomplish an immediate goal (e.g., filter inconsistencies). 3. Data object – representation of a data record or other piece of data (e.g., inconsistencies in representing eBay members). Interaction Goals – 1. low learning curve 2. consistent cues for actions 3. predictable behavior of affordances 4. instant recognition of interface elements 5. allow (eBay) member content to shine. Create interaction audit teams to check for consistent interactions (e.g., Clickers, Submitters).

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Information Architecture Summit 2008

This year your peers and industry experts will speak about how topics such as social networking, gaming, patterns, tagging, taxonomies, and a wide range of IA tools and techniques can help as users ‘experience information’.

– April 10-14, 2008 (Miami, Florida USA)” – (About the Summit)

I went to last year’s summit and found it very informative. You might consider checking it out – it’s in Miami!

(hat tip: InfoDesign)

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13 Usability Guidelines for Using Tabs

Today, Jakob Nielsen published an article on how to properly use tabs. He uses Yahoo! Finance as his case study.

Of note is how Nielsen contrasts guidelines from Apple OSX and Windows Vista. Personally, I too prefer title-style capitalization.

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UPA’s User Focus Conference

Just a quick note that the Usability Professionals’ Association (DC Chapter) is organizing a one day conference on Friday, October 12 in DC.

http://www.upa-dc-metro.org/conference/2007/index.php

This local area usability conference will allow attendees to:

  1. LEARN about important trends, cutting edge methods, and case studies in usability and user-centered design.
  2. NETWORK with folks who do what you do…
  3. LEAVE motivated to create user experiences that drive results with a toolkit of techniques and best practices.

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Primary and Secondary Actions in Form Design

Forms guru Luke Wroblewski recently discussed the concept of primary and secondary actions in form design: http://www.lukew.com/resources/articles/PSactions.asp.

After conducting some user testing, it seems as though button placement had more effect than using color to contrast primary and secondary actions. Although there was no clear winner, my vote would be for the left-align button placement with contrasting colors.

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What I Learned at Usability Conferences 2007

Yesterday, the local UPA DC chapter hosted,”What I Learned at the Usability Conferences – 2007.” I was part of a panel that represented the following conferences:

Here are some of the notes I had prepared:

What I Learned at the IA Summit – 2007

Resources:

Opening Keynote: Joshua Prince-Ramus

http://www.iasummit.org/proceedings/2007/prince_ramus_joshua

Joshua is best known as the architect of the Seattle Central Library. In his keynote, Joshua outlined issues surrounding limitations of space, resources and differing business goals and provided a glimpse into how his firm pushes for the best solution given these constraints. He had presented a similar talk to TED in February 2006:

http://www.ted.com/index.php/speakers/view/id/49

Closing Plenary: Rashmi Sinha

http://www.iasummit.org/proceedings/2007/sinha_rashmi

Rashmi is the creator of SlideShare. She discussed how her team bucked traditional usability methods to rapidly deploy a social web site product in beta mode. Her slides can be accessed from SlideShare:

http://www.slideshare.net/rashmi/ia-summit-closing-plenery/

Creating the Adaptive Interface: Stephen Anderson

http://www.iasummit.org/proceedings/2007/the_conversation_gets_interest

Stephen offered an inspiring presentation by arguing that the desirability of an application can be related to the adaptability of the interface. “More than removing unused menu options or collaborative filtering, this would include functionality that is revealed over time as well as interface elements that change based on usage.” His slides can be accessed from SlideShare:

http://www.slideshare.net/stephenpa/the-conversation-gets-interesting-creating-the-adaptive-interface/

Best Practices for Form Design: Luke Wroblewski

http://www.iasummit.org/proceedings/2007/best_practices_for_form_design

Luke takes the seemingly insignificant “form” and argues that clearly presented information, interaction, and feedback can make all the difference when a user needs to communicate with a company (i.e., commerce, access, engagement). His slides can be accessed from SlideShare:

http://www.slideshare.net/psykoreactor/best-practices-for-form-design/

Rich mapping and soft systems: new tools for creating conceptual models: Gene Smith and Matthew Milan

http://www.iasummit.org/proceedings/2007/rich_mapping_and_soft_systems

Gene and Matthew explain that Soft Systems Methodology (SSM) is a holistic problem solving framework that can be used to design and model interactions between organizations, people, environments, products and services. Identifying the CATWOE (Customers, Actors, Transformative Process, Worldview, Owners, Environmental Constraints) helps to add context to any project by articulating the “root definitions” of the problem. Their slides can be accessed from SlideShare:

http://www.slideshare.net/gsmith/systems-thinking-rich-mapping-and-conceptual-models/

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IA Summit Redux – DC Style

Is anyone going to the recap of the IA Summit 2007? Unfortunately, I will be unable to but I’d highly recommend going. Here’s the announcement:

If you missed the IA Summit in Vegas this year, fear not! DCIA will be holding a redux on Saturday, May 12 at 9am. We have commitments from several speakers to recap their talks.

Details:

Where: BCC Services Center
When: Saturday, May 12, 9am – 1pm
What: Mini-sessions, panel discussions, five-minute madness, networking, and bagels — lots and lots of bagels.
How much: $5 to cover the cost of food and venue

Speaker Detail Presentation File
Celeste Lyn Paul on card-sorting description PDF (519 KB)
Hallie Wilfert on her grandmother as IA description PPT (10.8 MB)
Stacy Surla on Second Life description PPT (6 MB)
Thom Haller on clear and useful content description PPT (8.5 MB)
Dan Brown on IA documentation description PPT (3.5 MB)
Austin Govella on IA’s impact on business description PPT (1.3 MB)
Lorelei Brown on lessons from failures description SlideShare (online)

We’ll be breaking into small groups to talk about several of the themes that emerged during the Summit, including: documentation for rich internet applications, management issues, and design processes.

VOLUNTEERS NEEDED: If you attended the Summit and would like to talk about your experience or lead a small group discussion, please drop me [Dan Brown] a line at brownorama@gmail.com.

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Creating the Adaptive Interface

Stephen Anderson offered an inspiring presentation from the IA Summit.

[Runtime: 136 slides | Please make sure you have the latest version of Adobe Flash installed on your computer to watch this slideshow. To download it, please visit: http://www.adobe.com/ ]

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IA Summit 2007 Roundup and UPA Resume Workshop

If you live in the DC area, there’s a good local event you might want to check out tomorrow:

Wondering where to get your coffee, bagel, and IA conversation tomorrow? Join us in Bethesda at 10:00 am for a resume panel discussion and workshop. Bring your resume for one-on-one feedback from panelists and experts. Refreshments will be available. A $5 donation will be appreciated.

On a related note, I’d encourage you to check out a great resume tool created by a former classmate of mine.

Sponsored by the User Experience Network, DC-IA, and UPA-DC.

WHEN: Saturday, April 21, 2007 10 am to 12 pm

WHERE: Bethesda-Chevy Chase Regional Services Center, 4805 Edgemoor Lane, Bethesda, MD 20814 (Bethesda Metro Station or Bethesda Center parking garage)

REGISTRATION: http://www.upa-dc-metro.org/registration/event/eventreg1.php

QUESTIONS: events@upa-dc-metro.org

IA Summit 2007 Redux: Rashmi Sinha

A closing plenary from Rashmi Sinha.

Rashmi is the creator of SlideShare.

[Runtime: 49 slides | Please make sure you have the latest version of Adobe Flash installed on your computer to watch this slideshow. To download it, please visit: http://www.adobe.com/ ]

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IA Summit 2007 Redux: Joshua Prince-Ramus

It’s been over a month since the IA Summit, and I’m only now getting a chance to write about the experience. I took notes from many of the sessions I attended, but I’ll try to link to available videos or slides when possible.

An opening keynote: Joshua Prince-Ramus.

I was pleasantly surprised to learn how much commonality there is between “brick and mortar” architecture and information architecture. Joshua outlined issues surrounding limitations of space, resources and differing business goals and provided a glimpse into how his firm pushes for the best solution given these constraints. He had presented a similar talk to TED in February 2006, so seems best to just show you his related talk.

[Runtime: 20:09 | Please make sure you have the latest version of Adobe Flash installed on your computer to watch this video. To download it, please visit: http://www.adobe.com/ ]

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Vegas Bound


IA Summit Logo

I’ll be attending this year’s IA Summit in Las Vegas from March 24-26. If any readers are attending, please let me know so we can meet face to face…and if you do not know what I look like, feel free to catch some personal photos here.

And if anyone has ideas of what to do in Vegas, let me know. My wife and I will be seeing a Cirque du Soleil show, but no other plans are in place yet.

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Storyboard Templates – Customer Service Style

A new storyboard template was released by Martin Hardee last week. This templates focuses on phone conversations. Click the image below to access the file.

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Design Comics

Other than Calvin and Hobbes, I’m not much of a comic guy. There’s been a number of contributors in the web design arena who have advocated using comics to communicate a user’s experience interacting with an information system (web or client). Typically, I think of the folks over at OK/Cancel, but I know others, such as Dan Brown, are influenced by Scott McCloud.

Today I came across a post by Martin Hardee of the Sun Design Team. His team has been using comics to convey user experiences with the sun.com site. Interestingly, he has provided a template that is freely available to use, provided you have access to Sun’s Office suite (OpenOffice is freely available). Unfortunately, I am unable to install OpenOffice on my work machine, so I’ll have to look at the template when I get home.

As I mentioned to Martin, since I’m an information architect without the gift of artistic design, I am eager to use any existing templates. I’m a visual learner by nature, so having the ability to succinctly depict user experience issues to technical teams or end users alike in a visual (versus text) format is something I hope to do more of in the future. I truly hope that the template will provide some good images like that seen below. Thanks to Martin and Sun for graciously allowing me to copy content from his blog and repost it here.

Design Comic Template Example

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Post a Slideshow on Your Site – Part II

…or, you could simply use SlideShare, once the kind folks open up the beta to everyone. Below is an example using the venerable Lou Rosenfeld’s recently posted “Enterprise Information Architecture” slides.

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UX in DC Week

uxweek

I know, I know. I’m late to the game. I was not able to attend Adaptive Path’s UX week in DC last month. Fortunately, there’s a wiki containing great sessions notes.

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Findability in DC Webcast

Ambient Findability

The Library of Congress has posted its webcast of Peter Morville’s July 20th talk on Ambient Findability. You can view the 45 minute webcast here.

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Findability in DC

Library of Congress

On Thursday July 20 (11:30 – 12:30), Peter Morville will speak at the Library of Congress about his book, “Ambient Findability,” a history of how people search for information, and how they now find their way through a world of information overload.

Although I am slammed at work, I’m hoping to attend.

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IA Summit Redux: DC-Style

dc-ia

On Saturday May 20, the local chapter of DC information architects got together to recap topics that were addressed and discussed at the 2006 IA Summit. This was a long time coming for me. I’ve been meaning to attend these local meetings, but life has, of course, gotten in the way.

Livia Labate has provided a wealth of useful material, including MP3 recordings of the local DC event, as well as links to material that was presented at the Summit.

Anyway, the following is a brief summary of my notes. Certainly these notes do not codify the entirety of the redux – just my own brain dump based on notes taken at the event. The topics to be addressed are listed below (those in bold are the ones we had time to discuss):

Overview

  1. Summit Overview#
  2. Tagging#
  3. Wireframes#
  4. New Technology#
  5. Content Management
  6. Business and IA
  7. Theory#
  8. International

Summit Overview

Dan Brown facilitated the DC-IA redux, and one of the things he discussed centered around the format of the Summit. He mentioned that in the past, there was a greater selection of things to attend and a greater variety of topics. On the other hand, he mentioned that there were better opportunities to connect with people outside of sessions this past year. He asked for input on how to create a culture that would both maximize connections outside of sessions and make good use in-session time.

Tagging

James Melzer addressed the topic of tagging, focusing primarily on using the bookmark tool del.icio.us.

Some discussion revolved around making a distinction between a group versus a crowd. A group, James indicated, is intentional, known, and planned. In contrast, a crowd is unknown and not planned. Del.icio.us embraces both, and James noted that sometimes crowds become groups in Del.icio.us because is sometimes ends up being the same people who are the forefront of tagging, and their aggregate work sets trends for other users.

Tagging::Kinds of Tags

  • Description (Singular)
  • Categorization (plural)
  • Opinion
  • Action (temporary, personal)
  • Relation (for userid)
  • Insider Reference (e.g., “enterprise_ia”)

Wireframes

Nathan Curtis discussed wireframes. Apparently, Nathan worked at K12 for a few months just before I arrived. I’ve heard very good things about him – in particular, how he shared some of his wireframing techniques with current K12 IAs.

Wireframes::Techniques

Nathan explained that there was a discussion of using different wireframing techniques/tools, including:

Wireframes::Challenges

Nathan mentioned that IAs need to struggle with representing interactions over time. With the advent of RIAs such as Flash and Ajax, IAs need to be able to communicate how information is to be presented, but how user behaviors will affect the feedback and visual representation of a web application. Nathan mentioned Bill Scott at Yahoo! and how he uses interaction storyboards, complete with interaction matrices to document all behavior changes for a given interaction type.

One technique Nathan mentioned was to segment the “modules” that comprise a wireframe. In other words, reusable widgets can be saved as components to be used over and over again. In addition, Nathan commented on Kevin Cheng’s use of comics to communicate HCI usability issues with stakeholders.

New Technology

Nathan briefly discussed how new technologies are affecting the profession. For instance, Laszlo and Adobe Flex make it easier to move from a rapid prototype to a working solution. The web metaphor is moving away from “pages” to “mashups,” so IAs need to be able to embrace change and add new skill sets to accomodate for this change.

The group also discussed game design and the use of incentives as a way to interact with the user.

Theory

Olga Howard took some more time to cover the distinction of “crowd” versus “group.” With regard to tagging in Del.icio.us, the group discussed how there may be a flurry of different tags used to classify objects, but over time, the number of tags flattens to an accepted assortment.

Next, the discussion turned to Morville’s championing of “findability.” The basic questions to ask include:

  • Is it useful?
  • Is it desirable?
  • Is it valuable?
  • Is it credible?

Conclusion

Since I have not been able to attend the IA Summit yet, I found this redux to be pretty informative. In addition to getting useful information, I enjoyed spending time with other like-minded individuals who have a passion for creating usable intuitive products.

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