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179 16 A Practical Guide to Information Architecture ~ IA patterns IA patterns This chapter is all about IA patterns – common approaches to IA for different types of sites. You can use these patterns as a starting point when figuring out your own IA. Chances are your site will fit into one of the patterns, or maybe a combination of them. What patterns are A pattern is a common solution to a design problem that crops up again and again. The idea of patterns came from architecture¹. As you can imagine, buildings have common issues that need to be addressed over and over – the relationship between food preparation areas and food serving areas, how people will enter a building, and integrating the inside of a room with the outside, and so on. Patterns are also common in software development (another place where the same issues crop up again and again) and provide developers with solutions to software design. They are also fairly common in interaction design, providing designers with re-usable solutions to common needs such as login forms and pagination. One of the key ideas of patterns is that they emerge from realworld use. You don’t sit down and try creating a set of patterns for a brand new field. The patterns we discuss below are generated from the wild – from seeing how people come up with common approaches to common problems. IA patterns I said earlier in the book that IA is relevant for a range of areas where people need to use information. I’ll be deviating from that slightly in this chapter and talking mostly about website IA patterns. These patterns are also relevant for intranets, but may not apply as easily to things like web applications and mobile applications – consistent patterns will emerge for these areas over time. ¹ The most famous architectural work on patterns is Christopher Alexander’s The Timeless Way of Building (1979) 180 I’m also sure I haven’t found every different type of IA pattern. If you have a site that is very different to all of these (and you’ve seen others like it) let me know and I’ll add it to the book website. Below I describe the key features of each pattern, when they are good to use, and provide some examples of sites that use them. First I’ll talk about four simple patterns (hierarchy, database, hypertext and linear) then combinations of the three. Simple patterns Hierarchy We’ve all come across hierarchies, and indeed we have talked about them already in this book when we talked about groups and subgroups. In a hierarchy, the relationship between items is one of parent and child; broader and narrower. It’s about aggregating upwards into broader groupings or splitting downwards in narrower groupings. Hierarchies can described as broad or deep: ü A broad hierarchy has a lot of items at the top level, but few levels. ü A deep hierarchy has a few items at the top level, but many levels. Figure 16 – 1. A hierarchy pattern 181 A Practical Guide to Information Architecture ~ IA patterns A hierarchy can also be described as strict or polyhierarchy: ü In a strict hierarchy an item can be in one and only one place. ü In a polyhierarchy an item can be in more than one place. Figure 16 – 2. We’ve all seen hiearchies computer file systems are a common example Strict hierarchies are necessary in the physical world – after all, it is impossible to put an individual item in more than one place at a time. However, in the electronic world it is easy for us to put things in more than one place. It also copes better with the messiness of real-life categories, letting us place things that people expect to find in more than one place and allowing category boundaries to overlap. Because hierarchies are a simple and familiar way to organise information, they are suitable for a wide range of content. They are particularly good for small websites that need nothing fancier than a couple of levels of hierarchy – a top level (home page), some second level pages and maybe a few more detailed pages beneath them. Although hierarchies are particularly good for small websites, they can also be used for larger sites as well. They are particularly suitable for content-heavy websites where the content is quite varied. They are also good when your information contains different levels of complexity. For example, you can present overview or broad information first, and allow people to drill down into more detail as they need it. Everything in 3 clicks? For many years a web myth stated that everything should be fewer than three clicks from the home page. For many sites, this is just impractical. To fit everything into a hierarchy like that, there would be so many items at each level it would be impossible to select. Instead, it’s far more important that people can make easy choices at each level, and know they’re on the correct or comfortable path. People really will keep clicking if they feel like they are on the right track and learning as they go. 183 A Practical Guide to Information Architecture ~ IA patterns Database You’ve probably come across databases – computerised storage for all types of information. Here I’m talking about a database not as a technical object, but rather as a conceptual pattern. The common aspect of databases (technical ones) is that there’s a planned structure (or model) and all information has to fit into that structure. You can’t shoe-horn something into a database that doesn’t fit the model. The database pattern is similar – it’s for content that has a consistent structure. The individual pieces of content may have no relationship to one another – they certainly don’t have the parentchild relationship that hierarchical content does – but they have the same structure, and are made up of the same pieces. Figure 16 – 6. A database pattern For example, on a website like etsy, these two items don’t really have anything in common: 185 A Practical Guide to Information Architecture ~ IA patterns But they have the same pieces that make up the listing: ü title ü description ü tags ü materials ü location ü payment methods ü date added ü photograph ü category ü colour Every product on etsy has to use this same structure. The database pattern can be used for quite small sets of information, or ones that are very, very large! One of the big advantages of database structures is that you can store the data once then use the pieces of the structure (the metadata – see the sidebar on page 187) to display information in different ways. For example, on etsy, you can find content via category (which is a small hierarchy), colour, whether it is local, and even recently added. This gives your people different ways to find content they’re interested in. The absolute worst treatment for this type of content would be a hierarchy or any pattern that allows only one way into the content. Database structures are good for music, product catalogues, books, articles, weblog posts and much more – really, anything where the content pieces have a consistent structure. They are great for situations where people may want to access the content in more than one way. 187 A Practical Guide to Information Architecture ~ IA patterns Metadata Let’s not get too technical or scary, but this is where metadata comes into the information architecture story. Metadata is often defined as ‘data about data’ (or ‘information about information’). It may not be a very helpful definition, but it is an accurate one. Metadata is all of the information that describes or relates to a piece of content. There are three different types of metadata: ü Intrinsic: What the object actually is ü Administrative: How it is used ü Descriptive: Description of the item For a weblog like the UX Australia, metadata items may include: ü Type: blog post (intrinsic) ü Author (administrative) ü Date posted (administrative) ü URL (administrative) ü Status: published (administrative) ü Title (descriptive) ü Category (descriptive) ü Tags (descriptive) This metadata can be used to for two main things: ü Generate lists of particular content (e.g. show all content in the ‘Announcements’ category) ü Choose what to show on a page (e.g. include title, author, description and category). That’s really all there is to it. The hardest part for a project is deciding what items to collect and what their content is (and so, what categories you will use). We discuss this more in chapter 18. 188 Hypertext The hypertext pattern is an interesting one for information architecture as it’s almost a pattern of an anti-structure. In this pattern, content pieces are connected to one another simply according to relationships between them. There’s no master structure like either a hierarchy or a database – content is just joined together via links. Figure 16 – 12. A hypertext pattern The best example of a hypertext structure is a wiki. Wikis don’t have a pre-planned structure – content is joined by links embedded in the text. And the best example of a wiki is Wikipedia. It’s a perfect embodiment of the hypertext structure. There’s no master hierarchy for Wikipedia content, nor is there a strong database structure. (Yes, it is stored in a database, and has some very basic pieces like heading and descriptions. But it isn’t a database structure like the ones shown above.) Each page is independent, connected to other pages by associative links: 189 A Practical Guide to Information Architecture ~ IA patterns Figure 16 – 13. Wikipedia pages are connected via links in context (wikipedia.org) Hypertext structures are particularly useful when the content is being developed over a period of time and you don’t know exactly what you are going to create. In this situation it would be practically impossible to identify a detailed structure up front, or even to identify a basic pattern for a site. A lot of documentation projects start like this – people write individual pages of documentation as they get around to them and make relationships between them with links. Many sites that start with a hypertext structure are later reorganised, when the content is known. The main issue with hypertext structures is their success depends entirely on people making connections between content pieces, and linking them together. Unlike hierarchies where you can see the next level down, or databases where you can display all content of a particular type, hypertext structures don’t have the ability to show related content automatically. If authors don’t know what’s around and don’t create links, there is no way for people to find the information. 190 Figure 16 – 14. The wordpress codex (documentation store) is a hypertext pattern – all pages are at the same ‘level’. There are some entry pages to help people get started but mostly people will use links to get around (codex.wordpress.org/Template_ Hierarchy) Linear A linear pattern is just as it sounds – one thing follows another in a straight line. Figure 16 – 15. A linear pattern) Linear patterns aren’t particularly common on the web – we mostly use patterns that let people jump to content in a way that makes sense for them. However, you can use a linear pattern if you have a situation where people must understand one thing before they move onto another – usually for instructional material. Don’t use it unless people really must read things in order, or it will just frustrate them. 191 A Practical Guide to Information Architecture ~ IA patterns Combined patterns Now let’s look at how these three simple patterns can be combined to create more complex information architectures. There’s some overlap between these, so don’t worry if your site doesn’t fall exactly into one or another. Simple hierarchy + simple database Figure 16 – 16. A hierarchy plus database pattern One very common pattern (probably the most common pattern on the web) is a combination of a simple hierarchy with some database content. This pattern is suitable for all sorts of small, medium and large sites. It lets you create hierarchical sections of the website for basic content, and then to use the power of a database to assemble detailed information within a section. The hierarchy and database pieces may be integrated (e.g. a database structure within one of the sections of the site), side by side (e.g. a database structure as a whole section of the site) or any combination in between. 193 A Practical Guide to Information Architecture ~ IA patterns One of the main challenges with this type of pattern is deciding what pieces you’ll turn into structured content and what you’ll leave as hierarchical. Consider: ü Do you want to re-use something in another part of the site? If you have no need to re-use something, don’t worry about structuring it more than necessary – it’s just overkill. ü Database structures can help you manage larger volumes of information. If you have a handful of news stories a year, you can manage them as hierarchical content. If you have hundreds a day, you’ll probably want to leverage the power of the database structure to automate the display. Catalog If the hierarchy + database is the most common pattern on the web, the second most common would definitely be a catalog pattern. Home Store Department Gallery Store Department Gallery Gallery Content Figure 16 – 19. A catalog pattern Gallery 194 This structure is really just a database pattern, but is worth mentioning because it’s so common, particularly in e-commerce. At the bottom level is the content. Above that are up to three levels of hierarchy, depending on the size of the site and type of content. Jared Spool has written about this pattern extensively² and describes three different types of pages between the home page and the content page: ü Gallery pages: these provide direct access to the content pages. ü Department pages: provide access to the galleries. ü Store pages: provide access to the department pages. How many of these you use depends on how large your site is. As you can imagine, a huge product catalog may use all three. Jared describes the gallery pages as the hardest working pages on a website as these are the point where people make a decision (or not) to drill down to your content pages. ¹ This pattern is described in more detail in these articles by Jared Spool: http://www.uie.com/brainsparks/2005/11/28/ the-8-types-of-navigation-pages/ and http://www.uie.com/events/roadshow/articles/ galleries/. It is also described in detail in Jared and Robert Hoekman Jr’s book Web anatomy: Interaction design frameworks that work (New Riders, 2010) 197 A Practical Guide to Information Architecture ~ IA patterns Figure 16 – 24. A Gap content page Hub & spoke The hub & spoke pattern is really just a hierarchy. However, it is worth noting as a separate pattern as the way people use it is different to a hierarchy. Figure 16 – 25. A hub & spoke pattern 198 With a hierarchy, people tend to start at a point in it (often the top level) and move down into deeper and deeper content, often sticking within the one branch of the hierarchy. With a hub and spoke, people move down one level into something more detailed, return to the starting point (the hub) then may move to another detailed page, back to the hub and so on. Figure 16 – 26. For LinkedIn, the profile page acts as a hub - it’s the place you return to often (linkedin.com) Subsites I do a lot of work on very large sites – large government sites, large university sites and large intranets. One pattern I’ve used time and time again is one I call ‘subsites’ (at one stage people were calling these ‘portals’ but I haven’t heard that term used for a while). With this pattern the overall site is a series of subsites, held together by a home page or top-level pages. The subsites can use any pattern, and don’t all need to use the same one. In some situations where I’ve seen this pattern, the subsites all use a consistent approach to navigation and page layout, which 199 A Practical Guide to Information Architecture ~ IA patterns Figure 16 – 27. A subsites pattern reinforces the idea that the subsites are part of a larger brand. In other situations the subsites have quite different approaches to navigation and page layout as is appropriate for the content and audience, but still use some approach to show they are part of a whole. This pattern is particularly useful for large organisations that have a range of responsibilities or a range of brands, but still need to represent themselves as a whole. It’s also perfect for any situation where, after content analysis, you realise there will be no one-size-fits-all approach to the IA of various sections, and that you’ll never be able to force them all into a common approach. As you can imagine, universities are a perfect example – the university as a whole represents an organisation and brand, the content is diverse, and the individual parts of the university have different communication needs (and people, politics and ego). The same is true for government, big businesses and some intranets. 203 A Practical Guide to Information Architecture ~ IA patterns Focused entry points In a lot of situations (again, mainly for large sites) you’ll learn it won’t be possible to ‘organise’ the content in a single way that will suit all the users – usually because they have different information needs and different levels of experience with the topic. In this situation, I’ve used a ‘focused entry points’ pattern. When I use this pattern, I set up the site using whichever pattern best suits the content and the people who need it (usually a hierarchy). Then, acknowledging that some people simply won’t be able to find information using the main structure, I provide a series of ‘entry points’ that help other users find their way. These entry points don’t have to cover the whole site content – you may use them to provide easy access to just key information. Figure 16 – 33. The focused entry points pattern In chapter 15 I described some classification schemes that could be hard to use – particularly things like audience and task schemes. I’ve found these are far better as entry points than as the overall approach to the site structure. For example, you may organise a website with a basic hierarchical structure, then provide entry points for different audiences or tasks. 204 Example – Australia’s Water The Australian government’s water website contains information on Government policies and programs (as many government sites do). The names of the programs and policies are not always obvious – some people know them well (other government folks and the media), and some have no idea (the rest of Australia). Both need to find content deep in the website. This website is a perfect example for the focused entry points pattern. The main information architecture is a simple hierarchy, organised around the policies and programs: Figure 16 – 34. Water policies and programs, loosely grouped into categories for display (environment.gov.au/water/policy_programs/) Topical ‘entry points’, like desalination, rainwater tanks and saving water, provide access for people with interest in particular topics: 206 Tagged A tagged pattern uses either the basic database or hypertext pattern. Each item in the site is ‘tagged’ with keywords, and those keywords are used to provide access to the content. The tagging may be done by the original authors of the content, the readers or by some central authority (such as the web team). This pattern works well for very large collections of diverse content, especially where the content readers will have different ideas what it is about. It can be useful in situations where people aren’t sure what they are looking for or what’s around. The tags can help people to explore and find related information. Figure 16 – 37. Flickr includes tags on all photos, letting you find all photos with a particular tag – photographers and visitors can both add tags (flickr.com) Figure 16 – 38. ABC news uses tags - these are added by the ABC (abc.net.au/news) 207 A Practical Guide to Information Architecture ~ IA patterns Suits content Hierarchy Small sites Varied content Database Hypertext Linear Simple hierarchy + database Catalog Hub & spoke Subsites Focused entry points Tagged Content with a consistent structure Content being developed Sequential content General content plus some content types with consistent structure Large sets of structured content Hierarchical content Large corporate and government sites with many independent sections of content Any, but usually a hierarchy Large sets of content 208 Suits people Challenges & issues Read broad information and then more detail Balancing breadth and depth Want to access content in more than one way All content must fit the structure Don’t collect more metadata than you’ll need Follow links to related material Authors need to know what to link to You may want to restructure later when the content is complete When people need to understand one thing before progressing to another Only use it when people really must read in sequence or people will be frustrated Choosing what content to structure and what to leave as unstructured Finding a particular section then looking at detailed products When people will want to return to a central place each time they move to new content Deciding whether the subsites should use the same approach to navigation, page layout and brand People may want to access it in different ways, and there is no ‘best’ way Find information according to their own terminology. Find related information easily Who does the tagging, and do the tags come from a central set or generated by the authors
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