Author Archive


Forthcoming Boxes and Arrows Series on Portal Building Blocks

December 7th, 2006 — 12:00am

Hurray for volunteer publishing: Next week, Boxes and Arrows, is publishing the first installment of a series of articles on information architecture for portals and tile-based user experiences. It introduces a system of reusable building blocks that provides consistent structure for and lowers the costs of designing and maintaining portals.

The building blocks are a portal design toolkit I developed while working on several executive dashboard projects in close succession. I’ve used the building block system in portals, Web applications, business intelligence tools, dashboards, and content management systems: essentially any design relying on or incorporating tiles or portlets. The building blocks play nicely with RIA, AJAX, and other evolving user experience and development approaches, because they address information architecture concerns without requiring any specific technology or platform.

Follow up articles will explain the building blocks in detail, and how to use them quickly and efficiently.

The series will cover:

  • Basic principles and assumptions
  • Guidelines for assembling blocks into larger units
  • Modular building blocks of all sizes (Containers)
  • Modular navigation components (Connectors)
  • Standardized Convenience Functionality for blocks
  • Common Utility Functionality
  • Suggested metadata attributes for blocks

Assuming the response to the first pieces is positive (be sure to read and comment!), we’ll provide a case study, and create a set of supporting materials to make it easy to use the building blocks for your own projects. The goal is to offer a complete package for someone who needs help creating an effective and scalable user experience for a portal or tile-based environment.

Aside from being a resource for the design of portal user experiences, the building blocks are the first attempt (disclaimer: that I know of…) at creating a reusable IA design framework for a common type of business problem / user experience / information environment. It’s not as broad in scope as Jesse Jame Garrett’s Visual Vocabulary, because it works at a more granular level of detail, but it should support design efforts in a wide variety of settings.

Those who enjoyed the 2005 IA Summit in Montreal might remember I presented a poster on the building block idea. The poster is essentially a preview of what the series will cover fully.

And it’s a perfect excuse to try out Rashmi’s new Slideshare service.

I’ll be on holiday (in Jamaica: did someone say Red Stripe…?) next week, but will try to log on to catch up on comments and questions.

Hope everyone enjoys the articles.

Update
The first article The Challenge of Dashboards and Portals is live as of December 14th

Information Architecture Building Blocks for Portals from Joe Lamantia

2 comments » | Building Blocks, Dashboards & Portals, Information Architecture

Presenting for the Taxonomy Community of Practice: IA and Taxonomy

December 1st, 2006 — 12:00am

I’m presenting for the Taxonomy Community of Practice web seminar today. I’ll be talking about a long-term, enterprise-level strategy and design engagement for a financial services client, sharing work that combines information architecture and taxonomy efforts over the past year.

The agenda for the call includes several other speakers; it should be a strong showcase of information architecture and taxonomy work from different settings.

If you’d like to listen, some details are below. Registration and more information is available from www.earley.com/events.htm

Date and time: Friday, December 1st, 2006 – 2:00 to 3:30 PM EDT

Duration: 90 minutes

Format: Teleconference

Cost: $50 per attendee

Register for the session (you will receive dial-in instructions and slides the day before the call)

Description:
User Experience design is often thought of as distinct or different from taxonomy design. What are good IA practices and how do they influence taxonomy design? In this session you’ll hear from three experienced IA’s who will share specific examples from their organizations and consulting projects that will illustrate principles that you can apply in your taxonomy projects.

In this session, hear about:

  • a user experience design effort that combines information architecture and taxonomy approaches for a major financial services client
  • specific experiences applying IA with Compaq and HP and “business taxonomies” – taxonomies that live within strict business limitations

Presenters:
Seth Earley, Earley & Associates

Joe Lamantia

Bob Goodman

Andrew Gent, Hewlitt Packard

Comment » | User Experience (UX)

Conflict-Aware Design: Accounting For Conflict In User Experiences

November 7th, 2006 — 12:00am

Conflict is a natural part of human experience. It’s something we encounter every day on levels small and large, and learn to address. And conflict appears at every level of a user experience, from business goals and strategy, user needs, concept and mental models, to task flows, screen-based interactions, terminology, and visual design choices.

Yet many of our user experience practices and approaches do not consider conflict adequately, or at all. User experience design assumptions, artifacts, habits of communication, and working practices combine to bypass adequate consideration of conflict. The result is neglect of conflict as an area of investigation, discussion, and design responsibility. It becomes something we consider only in passing, generally by noting an order of priority for the personas associated with an evolving design

Minimizing conflict may seem pragmatic: exploring conflict makes many people nervous, and stakeholders may not react well unless properly prepared. But this view misses the significance of conflict. Conflict is a pointer to something people care about, pay attention to, need, want, or think is important in some way.

In the same way that smoke equals fire, conflict equals interest, and interest should be a focus for design.

Social Architectures, Experiences, and Environments
Conflict is an especially important area for User experience design to consider now, thanks to the emerging landscape of social media. Social networks, participatory architectures, business and community models dependent on co-creation of content, and collaborative media formats all emphasize social dynamics. These dynamics inevitably include elements of conflict. The continued growth of sharing, networks, interconnections, and complex relationships linking individuals and groups on-line will only increase the role and significance of conflict for successful user experience efforts.

Plainly, if we aim to design for user experiences now and in the future, we must account for conflict. In terms of the evolution of user experience design, the consideration of conflict marks another step in the continued maturation of the field. We might call design approaches that take conflict into account conflict-aware design.

Conflict-aware Design In Practice
Conflict-aware design offers substantial value for designers, stake holders, users – all interested parties, really – with little impact on timelines, costs, approaches, or existing methods. Conflict is simply another aspect of the user experience to explore and understand, share analysis of with decision makers, and direct design solutions to address.

Conflict-aware design builds on and enhances existing practices, adding a layer of context at each stage of the design cycle concerned with the specific conflicts that will impact the user experience. No specialized design documents or techniques are required.

The second part of this essay will consider how common user experience activities and artifacts can be adapted for conflict-aware design.

Comment » | Ethics & Design, User Experience (UX)

My New Swedish Friends: Context, Mystery, and Discontinuities in The IKEA Product Naming System, Part 2

October 18th, 2006 — 12:00am

For me, the cumulative contextual gap became too great to bridge. The intensity of so many new things made my own substituted context insufficient to maintain the texture of meaning in my home – one of the most personal and significant of settings.

The IKEA Brand
A well-developed brand evokes specific emotional resonances, and does so consistently with each customer’s experiences. Brand designers and marketers carefully choose emotions based on the personality the brand should establish, and the business goals behind it. Brands often try to create connections to the deeply rooted psycho-personal concepts and constructs that shape our basic ways of thinking and feeling. Brands attempt to become associated with “identity“, “lifestyle“, or in the case of IKEA, “home”. The IKEA brand is built on associations with cost-consciousnes s, design sensibility, unconventionality, and ecological awareness. Showcased in the IKEA products furnishing one’s home, these associations are meant to serve as evidence of an outlook and set of priorities for life in general.

Ambition is one thing, and success quite another. Yet by all measures, IKEA’s brand is successful: in addition to superb sales and profitability (secured by the arcane corporate structures that shield IKEA from taxation), it commands tremendous customer loyalty, and inspires irrational behavior that borders on blindly devoted. I create funny stories about the meanings of product names to ease the mysteries of their origins. But other seasoned American retail customers like Roger Penguino and Stacy Powell camp in front of about-to-open IKEA stores for weeks in order to win prizes of modest value.

When Roger Penguino heard Ikea was offering $4,000 in gift certificates to the first person in line at the opening of its new Atlanta store, he had no choice. He threw a tent in the back of his car and sped down to the site. There, the 24-year-old Mac specialist with Apple Computer Inc. (AAPL ) pitched camp, hunkered down, and waited. And waited. Seven broiling days later, by the time the store opened on June 29, more than 2,000 Ikea fanatics had joined him.

From Ikea: How the Swedish Retailer became a global cult brand

The Flat-pack Religion: Mysterious Faith
Penguino’s behavior is unusual by normal standards, perhaps even fanatical, but not unique among IKEA customers.
Christy Powell, 48, camped out for eight nights before the opening of a new Ikea store on Interstate 10 at Antoine in Houston, Texas. Her quest to claim a US$ 10,000 prize meant she sat through sizzling heat, a violent thunderstorm and the din of builders finishing the car park. By the day of the opening, the queue behind Powell had swelled to 700. After a 192-hour wait, she bought just 12 plates and bowls for $18 plus tax.

From Is IKEA For Everyone?

Powell and Penguino’s stories make the IKEA brand’s capacity to inspire people clear. Inspiration is a rare achievement for many religions, let alone a consumer brand. Inspired religious believers test their faith(s) in ways often incomprehensible and certainly too numerous to count. At heart all these demonstrations address the same goal of affirming the consistency of a system of beliefs through personal experience. Like the pilgrim who travels from afar and waits in penitential devotion for entry to a temple or sacred site, IKEA shoppers endure traffic jams, and long lines (in the parking lot, in the store, in the warehouse, to load purchases into cars…) to pay for the privilege of membership in the global community of IKEA.

Penguino is a citizen of IKEA World, a state of mind that revolves around contemporary design, low prices, wacky promotions, and an enthusiasm that few institutions in or out of business can muster. Perhaps more than any other company in the world, Ikea has become a curator of people’s lifestyles, if not their lives. At a time when consumers face so many choices for everything they buy, Ikea provides a one-stop sanctuary for coolness. It is a trusted safe zone that people can enter and immediately be part of a like-minded cost/design/environmentally-sensitive global tribe. There are other would-be curators around — Starbucks and Virgin do a good job — but Ikea does it best.

From Ikea: How The Swedish Retailer Became a Global Cult Brand

However well IKEA may understand my lifestyle – or at least the set of products that might fit into my lifestyle and home furnishing needs – my experiences of disorientation and a sense of being confronted with the alien within an intimate setting are not the sorts of emotions customarily attached to a successful brand. To dispel part of the mystery of this persistent discontinuity, I set off to find out more about where my new Swedish friends came from: It’s a secretive place, full of interconnected and opaque systems.

A World of Systems
Many religions combine elements of mystery and the inexplicable with high levels of systematicity (a particular recipe the discipline of comparative religion works to understand and articulate). In the same way that brands can parallel religions in their capacity to inspire non-rational behavior, brands parallel religions by showing characteristics of systems. From a systems perspective, a brand is a larger whole made up of interconnected emotional associations and psychologically charged concepts that customers experience through many moments, spread across diverse channels and environments (online or transactional, advertising, services, packaging, language, etc.). IKEA’s chosen values – ecological awareness, design sensibility, cost-consciousness – combine together to characterize a modern outlook that balances the enjoyment of novelty and design-enhanced consumerism with longer-term goals. In this system, IKEA partisans can have fun, without sacrificing the future – their own or everyone else’s. It’s a solid compromise that demonstrates the classic characteristics of a viable system (more on this shortly).

On closer examination, this sort of systems thinking permeates IKEA’s enterprise at every level, from design, operations, and logistics to it’s financial and legal structures. And it happens on gigantic scales: rather than achieve success in a single category of life accessories, IKEA’s avowed is aim to create a comprehensive range of products for the home (perhaps a totality?), as founder Ingvar Kamprad says explicitly in his tract, ‘The Testament of a Furniture Dealer’.

“The objective must be to encompass the total home environment; that is, to offer furnishings and fittings for every part of the home whether indoors or outdoors … It must reflect our way of thinking by being as simple and straightforward as we are ourselves. It must be durable and easy to live with. It must reflect an easier, more natural and unconstrained way of life”

From IKEA: The Philosophy

To realize Kamprad’s goal of comprehensiveness on the level of the individual customer experience, IKEA presents products within an enveloping physical environment of massive scale and all-embracing completeness, synthesizing a bizarre Sims-style furnitureverse that customers navigate via pre-determined paths wending seemingly at random through an endless fractal conglomeration of minutely detailed, yet wholly contrived, living settings.

What enthralls shoppers and scholars alike is the store visit — a similar experience the world over. The blue-and-yellow buildings average 300,000 square feet in size, about equal to five football fields. The sheer number of items — 7,000, from kitchen cabinets to candlesticks — is a decisive advantage. “Others offer affordable furniture,” says Bryan Roberts, research manager at Planet Retail, a consultancy in London. “But there’s no one else who offers the whole concept in the big shed.” …The furniture itself is arranged in fully accessorized displays, down to the picture frames on the nightstand, to inspire customers and get them to spend more. The settings are so lifelike that one writer is staging a play at Ikea in Renton, Wash.
From Ikea: How The Swedish Retailer Became a Global Cult Brand

Overall, one experiences the IKEA store as a self-guided tour through a hybrid landscape composed of deserted last-man-alive-on-earth-sitcom-sets, and impromptu shanty towns created by unseen populations of refugees fleeing brush wars and guerilla conflicts deep in the interior design, home-decor, and catalog-shopping hinterlands. And like all things IKEA, these settings inspire unusual behavior, such as the guerilla filming of Real World satire skits.

Extractive Architectures

Anyone who’s visited an IKEA store understands the obvious parallels to other well-known architectures of control, such as casinos (also here, including a comment that cites the IKEA parallel, [found while researching this post]) and amusement parks. I call this specific variant an ‘extractive architecture’ since the common objective of these forms designed to separate visitors from the outside world – environmental cues like weather and daylight, or social chronological frames of reference – is to cocoon patrons in a fantastical alternate reality that enhances the amount of time / money / attention the creators can extract from their visitors as they pass through.

The logistics behind the massive IKEA stores also reflect system thinking on truly gigantic scales: the IKEA shopping experience relies on a global network of automated warehouses and distribution centers as large as 180,000 cubic meters in size. In aggregate, these buildings – there are 27 of them – would make the list of largest buildings in the world. Naturally, IKEA exerts control over the infrastructure for this strange realm in the same fastidious fashion.

For Want of A Nail, The Kingdom Was Put On Back Order
Given the effort and attention to detail required to create and supply this all-embracing (and also artificial) context and tune it to an extractive purpose, the uncomfortable and challenging strangeness of IKEA’s product names seems like a discontinuity in the otherwise smooth continuum of the IKEA brand. Or, if IKEA’s product names are not carefully managed – meaning little or no effort goes into choosing them – then the practice of naming products is the one aspect of the IKEA experience not to be thought through and carefully designed from start to finish. Which is a discontinuity at a more fundamental level.
Perhaps the most common form of discontinuity IKEA customers experience is simple lack of product availability.
Ikea owns 27 distribution centres like this across the globe, cavernous warehouses where flatpack boxes make their only stop between supplier and store. The system is designed to operate with mathematical precision to shave away at costs. When a Faktum wardrobe is bought at Brent Park, the cash till registers the purchase; the purchases add up until they trigger a warning that stocks are running low; and the message is passed electronically up the line to the nearest distribution centre, from where more can be dispatched. There is no waste of time, effort, or money. The system is perfect.

Except, of course, that it isn’t – or at least it wasn’t the last time I tried to buy a Lycksele sofabed. Ironically for a company so committed to tolerating mistakes, Ikea appears to have automated Kamprad’s ethic of frugality to such a degree that the tiniest human error now cascades through the system, magnifying itself and sparking havoc. A shopfloor worker at Brent Park forgets to mark down that a box has been damaged and thrown out; the automatic trigger is never sent; a shipment of several hundred boxes remains undispatched from the warehouse – and an angry customer ends up driving back home along London’s North Circular, cursing Ikea bitterly once more.
From The miracle of Älmhult

Discontinuities within comprehensive systems, like tax code loopholes, the backdoor in WOPR’s programming in Wargames or Neo’s special powers in The Matrix, matter because they signal internal inconsistency; and often presage changes in system state from stability to instability. Unstable systems often exhibit low viability, meaning they are not “organized in such a way as to meet the demands of surviving in the changing environment”. In simpler language, discontinuity often signals and leads to failure.
Emotional and experiential systems such as brands rely on very high levels of internal consistency. They must exhibit stability and viability at all levels, and across all touch points, especially the context sensitive areas of vocabulary and naming that form much of the linguistic aspects experience of a brand. Given the sensitivity and significance of cultural context, IKEA’s refusal to translate its product names seems counterproductive. However, persuading – or compelling – people to speak your language in preference to their own is one step toward persuading or compelling them to think from your frame of reference. Evangelists of all varieties know this well, and so does IKEA.

The Ikea path to self-fulfilment is not, really, a matter of choice. “They have subtle techniques for encouraging compliance,” argues Joe Kerr, head of the department of critical and historical studies at the Royal College of Art. “And in following them you become evangelists for Ikea. If you look at [police] interrogation techniques, for example, you see that one of the ways you break somebody’s will is to get them to speak in your language. Once you’ve gone to a shop and asked for an Egg McMuffin, or a skinny grande latte, or a piece of Ikea furniture with a ludicrous name, you’re putty in their hands.”
From The miracle of Älmhult

Still, forcing me to speak a foreign language at random does nothing to convert me to your way of thinking. Like medieval Catholics who recited the liturgy in Latin without comprehending it, I may appear to be a convert to IKEA’s wacky religion by referring to my new Swedish friends using the hard-to-pronounce and impossible-to-spell-properly-with-an-English-keyboard names they inherited from their homeland, when in reality I am merely mouthing the phonemes of a sacrament I do not in the least understand.

With a little research, I discovered there is a system for naming IKEA’s products:
“There is a system,” Maria Vinka, one of Ikea’s 11 in-house product designers, is saying, wedged into an easy chair in Älmhult’s own branch of Ikea, as she attempts to explain the fiendishly complex logic by which the company names its products. “For bathrooms, it’s Norwegian lakes. Kitchens are boys, and bedrooms are girls. For beds, it’s Swedish cities. There’s a lady who sits there and comes up with new names, making sure there isn’t a name that means something really ugly in another language. But it doesn’t always work. We gave a bed a name that means ‘good lay’ in German.”
From The miracle of Älmhult

All of the many systems comprising the IKEA enterprise seem opaque to varying degrees. The ownership structures that channel IKEA’s massive revenues and profits to destinations unknown, and shield the interlinked companies from taxation, regulation, and oversight are especially convoluted, and serve to maintain very low levels of transparency and tight control by Ivar Kamprad and his family.

…Kamprad set about creating a business structure of arcane complexity and secrecy. Today, therefore, The Ikea Group is ultimately owned by the Stichting Ingka Foundation, a charitable trust based in the Netherlands. A separate company, Inter Ikea Systems, owns Ikea’s intellectual property – its concept, its trademark, its product designs. In a labyrinthine arrangement, Inter Ikea Systems then makes franchise deals with The Ikea Group, allowing it to manufacture and sell products. “The big question is who owns Inter Ikea Systems,” says Stellan Björk, a Swedish journalist, who in 1998 wrote a book, never translated into English, detailing the extraordinary opacity of the company’s organisation and the extent of its tax avoidance. The answer to Björk’s question seems to be that no one knows. “It seems to be owned by various foundations and offshore trusts,” Björk says – some based in the Caribbean – “through which the family controls it.” The motivation behind all this mystery, the company insists, “was to prevent Ikea being split up after his [Kamprad’s] death [and] to ensure the long term survival of Ikea and its co-workers.”
From The miracle of Älmhult

And further:
The IKEA trademark and concept is owned by Inter IKEA Systems, another private Dutch company, but not part of the Ingka Holding group. Its parent company is Inter IKEA Holding, registered in Luxembourg. This, in turn, belongs to an identically named company in the Netherlands Antilles, run by a trust company in Curaçao. Although the beneficial owners remain hidden from view–IKEA refuses to identify them–they are almost certain to be members of the Kamprad family.
From IKEA: Flat-pack accounting

A Little Help From My New Swedish Friends
In Part 1 of this essay, I talked about the mysterious context of IKEA product names, how I’d developed a habit of recontextualizing the names of the IKEA products, and ended by noting that after encountering too many at once, the names became a source of discomfort rather than inspiration for whimsical enjoyment.

In this second part, I went looking for some information on IKEA’s product naming practices to bridge this gap. I found out that IKEA chooses names as prosaically as most other household accessories designers shepherding a brand experience for retail consumers; by borrowing from the deep and localized reservoirs of their root culture. I also found a series of interconnected but opaque systems – financial, logistical, philosophical, branding, experiential – that show their own strange form of symmetry and internal consistency.

I’m left feeling a bit like an IKEA shopper who’s completed their first trip through one of the iconic blue and yellow stores, and is now outside, blinking in the sunlight, bemused and a bit puzzled by the comprehensive strangenesses I’ve just encountered, but looking forward to spending some time with my new Swedish friends.

PS: If you’re wondering what the future holds for IKEA consider this:

The Ikea concept has plenty of room to run: The retailer accounts for just 5% to 10% of the furniture market in each country in which it operates. More important, says CEO Anders Dahlvig, is that “awareness of our brand is much bigger than the size of our company.” That’s because Ikea is far more than a furniture merchant. It sells a lifestyle that customers around the world embrace as a signal that they’ve arrived, that they have good taste and recognize value. “If it wasn’t for Ikea,” writes British design magazine Icon, “most people would have no access to affordable contemporary design.” The magazine even voted Ikea founder Ingvar Kamprad the most influential tastemaker in the world today.
From Ikea: How The Swedish Retailer Became a Global Cult Brand

PPS: For reference, IKEA names products in the following fashion:

  • Upholstered furniture, coffee tables, rattan furniture, bookshelves, media storage, doorknobs: Swedish place names
  • Beds, wardrobes, hall furniture: Norwegian place names
  • Dining tables and chairs: Finnish place names
  • Bookcase ranges: Occupations
  • Bathroom articles: Scandinavian lakes, rivers and bays
  • Kitchens: grammatical terms, sometimes also other names
  • Chairs, desks: men’s names
  • Materials, curtains: women’s names
  • Garden furniture: Swedish islands
  • Carpets: Danish place names
  • Lighting: terms from music, chemistry, meteorology, measures, weights, seasons, months, days, boats, sailors’ language
  • Bed linen, bedcovers, pillows/cushions: flowers, plants, precious stones
  • Children’s items: mammals, birds, adjectives
  • Curtain accessories: mathematical and geometrical terms
  • Kitchen utensils (cutlery, crockers, textiles, glass, porcelain, tablecloths, candles, serviettes, decorative articles, vases etc.): foreign words, spices, herbs, fish, mushrooms, fruits or berries, functional descriptions
  • Boxes, wall decoration, pictures and frames, clocks: colloquial expressions, also Swedish placenames

Translation from original in German by Margaret Marks

Comment » | Customer Experiences

My New Swedish Friends: Context, Mystery, and Discontinuities in The IKEA Product Naming System

October 3rd, 2006 — 12:00am

I used to think of each IKEA product I brought home as a sort of foreign house guest. They came from a far away country. Each was different than the others in size, shape, and appearance. And all had names I didn’t understand and couldn’t associate with anything familiar. Some of these guests left soon after they arrived. But many – the ones that fit in well with the rest of the household – stayed longer. These joined the group I call “my new Swedish friends”.

A name should carry some depth of meaning; it should tell you about the friend it identifies. But my new Swedish friends had mysterious names that told me little about them. To make up for this disconcerting lack of context, I created my own stories and meanings to enrich their quirky names. Imagining the story behind the name of each new arrival became part of the ritual of welcoming them into the home.

Cast of Characters
Here are the meanings I imagined for the names of several of my new Swedish friends:

  • Lekman: A comic-book villain in the Swedish version of Superman
  • Grundtal: Original name of the monster in Beowolf
  • Kvartal: How you feel after drinking too much and taking a taxi home over a bumpy road.
  • Anno: The mascot of the Swedish National Park system. Wears a pointy gnome hat.
  • Noen: Breakfast bread typically served with preserved fruit spreads; popular with retired Uncles.
  • Aspudden: An unpleasant medical condition treated with pungent ointments
  • Kvadrant: Quality control instrument for steam-engines used by boiler makers
  • Expedit: Replaces “Schnell!” when Das Boot is dubbed into Swedish
  • Stolmen: Botany term identifying a plant part that the Victorians illustrated in comprehensive horticultural guides, but permitted only married scientists above the age of 45 to view while under direct supervision from technical librarians
  • Variera: The weather in Stockholm during early spring
  • Rationell:An underground art-film collective active during the height of the Swedish Beat Movement, in the late 50’s.
  • Stave: Notorious industrialist and briefcase manufacturer in the Prewar era
  • Kludd: A folk-music instrument played by minstrels in the Middle Ages
  • Komers: Last name of a famous aviator: Tom Selleck met this man with while prepping to film “High Road To China”. Like many Swedes, Komers was taciturn; however, this does not account for Selleck’s terrible performance.
  • Snitta: Slang for bitchy
  • Ordning: Standard name for the Auditing department in large companies

Assigning a story or meaning to each name became an anticipated, necessary step in the cycle of choosing, buying, installing / assembling, using, and then accepting each IKEA product. Whether humorous, whimsical, or simply random, creating context for the products made them ordinary and familiar.

Context Is King
In terms of customer experiences and consumer practices, this behavior is re-contextualizing products with an existing context, one that for some reason is not sufficient or acceptable. For each product, I created a web of cultural associations – albeit fictionalized ones – to replace the expected but missing network of connections I’ve come to expect and rely on to make judgements about the things I incorporate into my life.

Why does the missing context for simple household items matter? Part of my habit comes from the fact that I enjoy making up stories and speculating about the provenance of all sorts of things: it’s part of explaining the world as I find it. Crafting stories for their origins also offsets the frustrations of being a consumer left to manage everyday household needs with strangely incomplete items, like shelves sold without mounting screws, or curtain rods not packaged with hanging hooks. Knowing something’s origin – even if I’d just made it up out of whole cloth ten minutes ago – gave me a modest positive feeling of surity and confidence when confronted with the unknown.

Stories About Rome Not Being Built In a Day Were Not Built In a Day: Or, The Effect of Intensity On Cultural Fabrics
The IKEA brand evokes a strong set of values and an outlook on lifestyle decisions that is well known and easily recognized. Those values and the implied outlook successfully transfer to the individual products sold by IKEA. Thanks to the umbrella of the IKEA brand, the lack of context for my new Swedish friends wasn’t troubling. As long as we were introduced one at a time.

But ersatz culture is not as durable and satisfying as the real thing, as the creators of fantastic constructs of all types know well [MMOG, Yugoslavia, Iraq]. While moving and fitting out a new living space with home office furniture, kitchen accessories and many other inventive and affordable , I met *many* new Swedish friends *all at once*. Bringing so many IKEA products home emphasized their strangeness in a challenging way. In response, I made up quite a few new stories in rapid succession, to knit them into the fabric of the familiar.

Still, I was troubled because I was aware of having to make up so many stories at the same time. And since I’d just moved, the larger environment that had to incorporate so much newness in a concentrated dose was itself in flux. End result: the influx of the cumulative strangeness of names, the substitution of artificial context for real, and the intensity of newness on several levels outweighed the strength of the contextual associations my new friends retained from IKEA’s brand.

To be continued in Part 2

Comment » | Customer Experiences

Setting Expectations for Taxonomy Efforts

September 30th, 2006 — 12:00am

Setting good expectations for the outcomes of a taxonomy design effort is often difficult. It can be especially if any of the following are true:

  • The goal is to create an initial taxonomy, and no reference exists
  • The solution environment the taxonomy will “live in” is in flux (owners, tools, governance…)
  • The business scope which the taxonomy will address is not well defined
  • Organizational awareness of taxonomy concepts and is low
  • Organizational maturity and experience with managing information architectures and metadata is low

When dealing with situations like these, consider changing the emphasis and goals of the effort to a “taxonomy pilot”. This will shift the expectations you need to meet from creating a production-ready taxonomy that can stand on its own something more reasonable, such as an interim taxonomy that effectively solves a limited scope problem, while setting in motion a well balanced taxonomy effort likely to be successful in the longer term.
The objectives of a taxonomy pilot effort that balances short and long term business needs in this way could be:

The project plan for a pilot taxonomy effort aiming to achieve the objectives above should further a culture of learning, rather than scope of accomplishment. This kind of plan would:

  • Establish frequent checkpoints that bring all interested parties together to discuss the process itself, in addition to accomplishments and milestones
  • Create regular forums where taxonomy designers and business sponsors make decisions on tools and standards with guidance from qualified experts
  • Incorporate multiple iterations or cycles of user driven review and revision of in-progress taxonomies
  • Include time for the creation of “next time” recommendations for what to do differently or the same as a group

Of course, it’s not always possible to change expectations, especially after funding and timelines are set. When expectations are unreasonable and set stone, take shelter in the inevitable “next version” and frame the taxonomy you’re designing as an initial effort that will require subsequent revision…

Comment » | Information Architecture

3 Conferences In October: BarCampNYC2, UI11, IDEA

September 22nd, 2006 — 12:00am

Prov­ing that it’s good to get out of the house — even if you’ve just moved in — my sched­ule for Octo­ber includes three con­fer­ences, cov­er­ing both coasts.

In order, you can find me at BarCampNYC2, UI11 in Cam­bridge, and IDEA in Seat­tle.

I’m not pre­sent­ing, so I’m hop­ing to relax and enjoy the ses­sions, speak­ers, and inevitable hall­way con­ver­sa­tions with other mem­bers of the IA / UX / design com­mu­ni­ties. If you’re there and you have a minute, say hello!

ps. Did I men­tion that Bruce Ster­ling is speak­ing at IDEA? How cool is that! Seri­ously, I think this is a good exam­ple of con­ver­gence bring­ing fun­da­men­tally related ideas and ways of think­ing into prox­im­ity. It’s also evi­dence that the IA com­mu­nity is in active search of ground­ing to help us build a point of view on what the future holds — for every­one who inhab­its the infor­ma­tion envi­ron­ments we help cre­ate, not just ourselves.

Comment » | Travel

Moving announcement, recent work, events…

August 6th, 2006 — 12:00am

I’m pleased to announce an impending platform change for JoeLamantia.com. No, this isn’t a switch in blogging packages. It’s a move to New York (city!) that’s been in-progress for a while, and will take place at the end of the month (just a few weeks!). To make it seem a hard-won prize, I should note that we survived several heat waves and torrential downpours, in addition to facing the customary intensity of the New York real estate market. Tales of bravery aside, all the adventure leaves us very much looking forward to unpacking and settling in soon. Look for an impromptu sidewalk sale Brooklyn while the truck is unloaded, as we realize exactly what will and will not fit into our new (smaller!) home in lovely Brooklyn…
Beyond moving, lots of good stuff is happening. Some of the things I’ll try to catch up on and post on in more detail when life settles down:

  • Recent work with topic maps
  • Recent work designing a faceted classification system and faceted browsing experience
  • Potential ways to quickly refine and evaluate a facet system by involving users – including customers – in iterative facet design and prototyping
  • Planning for the first stages of an enterprise metadata effort
  • A tag cloud related project that will (I hope, pending my travel schedule…) launch soon. Call to action: I’ve recruited one brave soul to help with this effort already, but there are many others with very interesting things to say on the subject of tag clouds – please drop me a line if you’d like to be involved.

There are some very interesting IA-related events coming up: Oz-IA, EURO IA, and IDEA 2006 (I’ll be at this one). Too many good events for my travel budget, but having many good choices is a much better dilemma than having none at all…

Related posts:

Comment » | About This Site

10 Information Retrieval Patterns

June 29th, 2006 — 12:00am

In an earlier posting titled Goal Based Information Retrieval, I reviewed four modes of information retrieval that my team identified as addressing user goals in a broader and more effective fashion than the simple query and response searching common today.

In this follow-up, I’ll share a set of 10 potentially reusable information retrieval patterns that describe the ways users combine and switch modes to meet goals: Each pattern is assembled from combinations of the same four modes. We found these patterns while analyzing and interpreting user research on the goals and behaviors of a wide variety of users active within a large information environment. This environment provides complex financial services content and capabilities through a product-based user experience that requires a costly subscription. This particular set of patterns emerged from a mix of user research gathered using ethnography, contextual analysis, cognitive walkthrough, and heuristics review, in addition to straight forward interviews with users.

The four modes we found for our users were: seeking, visiting stable destinations, monitoring, and receiving delivered information (full definitions available in the original article). Each mode emphasizes a different combination of lower or higher levels of user activity to obtain information, and greater or lesser stability of the settings users encounter.

The patterns identify consistent combinations and sequences of the information retrieval modes that users employ while undertaking goals.

We’ve suggested names to capture the flavor for the ten patterns we found:

  • Seeker
  • Regular Customer
  • Explorer
  • Initial Subscriber
  • Vigilant Subscriber
  • Skydiver
  • Watchdog
  • Returned Expatriate
  • Vigilant Customer
  • Curious Subscriber

To make the patterns easier to understand, the illustrations and descriptions below show the different modes that make up each pattern.
Seeker, Regular Customer, Explorer Patterns

Seeker
The Seeker is looking for something. Once found, the Seeker goes elsewhere to accomplish other goals.

Regular Customer
The Regular Customer visits the same destination(s) consistently for the same reasons. Then the Regular Customer realizes they can save the time and effort of visiting, and switches modes to have the things they need delivered directly to them.

Explorer
The Explorer is learning about a new (or changed) environment; exploring it’s structure, contents, laws, etc. The Explorer may do this for their own purposes, or for others.

Initial Subscriber, Vigilant Subscriber Patterns

Initial Subscriber
The Initial Subscriber seeks what is needed, finds the things needed, goes to their location(s), and then chooses to have these things delivered to allow them to seek other things.

Vigilant Subscriber
The Vigilant Subscriber makes effective use of monitoring and delivery, followed up with visitation of destinations, to ensure they do not miss out on anything that might be useful to them within the environment.

Skydiver, Watchdog, Returned Expatriate Patterns

Skydiver
The Skydiver makes a bold entrance from outside the environment, and lands precisely on target.

Watchdog
The Watchdog first finds things, and then places them under careful watch.

Returned Expatriate
The Returned Expatriate was away, and is back again. They begin by revisiting known places, then seek out what has changed, monitor changes for a while, and eventually begin to have valuable things delivered.

Vigilant Customer, Curious Subscriber Patterns

Vigilant Customer
The Vigilant Customer comes by often, but wants to be sure, and so monitors things from afar for a while before deciding delivery is more effective.

Curious Subscriber
The Curious Subscriber has things delivered regularly, but visits all the same to see what else may be available. And just to be sure, they seek out the things they suspect are here, but cannot see immediately.

Reusing Modes and Patterns
Reuse is rare in the realm of user experience and information architecture. The information retrieval modes we identified are independent of user role, persona, or user type. As a result, the patterns assembled from those modes are also independent of the same contextual factors. Since the modes and patterns are not tied to specific features, functionality, or information structures, this would seem to indicate that modes and patterns may resuable in different environments for user populations pursuing similar root goals.

I hope mode-based patterns like these offer some level of reusability. To that end, I am curious about where and how they help define information retrieval experiences for other types of users and other domains.

If you use them, send me a note about where, when, and how.

1 comment » | Information Architecture, Modeling, User Experience (UX)

Discovering User Goals / IR Goal Definitions

June 24th, 2006 — 12:00am

In an earlier post on creating Goal Based Information Retrieval Experiences, I offered a list of fundamental user goals that underlays needs and usage of four suggested information retrieval modes. In this post, I’ll share the approach employed to discover the fundamental goals of the users in our environment, with the aim of offering it as one way of understanding goals relevant for other types of environments and user experience architectures.

Since the root user goals we identified are potentially applicable to other environments and contexts, I’ll share the definitions behind the full set of root goals we discovered. Together, the approach and definitions should help demonstrate how capture a systematic and also holistic view of what users have need to accomplish when undertaking information retrieval tasks more complex than searching.

Finally, addressing the perspective of strategic design and user experience methodology, framing broad user goals well offers strong footing for addressing business perspectives, and engaging business audiences in productive discussions on the priority of capabilities and the functionality of the user experience.

Discovering Root Goals
Beginning with raw goals gathered via a mixed palette of discovery and user research (interviews, task analysis, contextual inquiry, or other qualitative insight methods) incorporated into the project, we first called out the different types or objects of information users identified.

Our starting lists of raw user goals or needs looked something like this (though it was considerably larger, and more varied):

  • Read operating guidelines
  • Review installation instructions
  • Scan technical support requests
  • Review technical specifications

Identifying the objects in this set is not difficult: technical specifications, operating guidelines, installation instructions, and support requests. The activity verbs are also easy to spot:

  • read
  • scan
  • review

We then compared the activity verbs for similarity and differences, and refined these raw goals into a root goal of “review” that could apply to any of the objects users named.
Recombining the root goal with various objects yields a set of concrete goals:

  • Review operating guidelines
  • Review installation instructions
  • Review technical specifications
  • Review technical support requests

This approach is more art than science, but is systematic, and is independent of context and format.

Here’s an illustration of the process.

Discovering Root Goals

Final Root Goals For Our Environment
These are the definitions we established for the root goals we found for all our different types of users. [I haven’t included the objects of the goals, or the concrete goals.]

  • To Assess means to make a judgement or decision about, considering relevant factors
  • To Compare means to review the similarities and differences of two or more examples of the same type of thing by looking at them in detail
  • To Find means to learn the location and status of
  • To Identify means to distinguish by the use of specific criteria
  • To Locate means to become aware of where and how a thing may be found, and / or contacted. Locate and find are similar, so likely reflect differing but similar usages and contexts in the minds of users
  • To Monitor means to track the status and location of
  • To Obtain means to acquire and retain for other purposes
  • To Participate means to be present and recognized
  • To Review means to examine in detail
  • To Save means to store and keep
  • To See means to be presented with in a manner that makes assumed relationships or characteristics apparent
  • To Understand means to consider all available points of view or sources of information on a topic / item / situation, and formulate an opinion and frame of reference for one’s own purposes.

Some example concrete goals for an user experience that addresses travel planning could include:

  • Find hotels
  • Review hotel accommodations
  • Save travel itineraries
  • Compare vacation packages
  • See optional excursions offered by a hotel
  • Identify full-service or all-inclusive resorts
  • Locate the operators of scuba diving excursions
  • Monitor the price of airline tickets to Sardinia
  • Understand how to plan and purchase vacations
  • Assess the cost and value of a vacation package

Symmetry and Mental Models
We found the concept of a root goal insightful for helping to design user experience architectures because it is independent of particular user roles, information types, and usage contexts. Being root elements, they point at commonalities rather than differences, and so can help guide the definition of mental models that span user groups, or allow the reuse of an information architecture element such as a navigation component, task flow, or screen layout.

Building numerous concrete goals that are variations on a smaller set of common root goals allows the mental model for the environment to achieve a greater degree of consistency and predictability (we hope – we’ll see what the usability and evaluations bring back). This consistency helps further efforts toward symmetry throughout the information architecture. While most information architects unconsciously reach for symmetry in user experiences by designing repeated elements such as common labeling, rules for layout, and component systems of features and functionality – symmetry is something we should make more conscious efforts to encourage both within environments and across environments.

Speaking To the Business: Goal-based Prioritization of Capabilities and Functionality
With solid root goals and common information objects, it’s possible to build up a simple and consistent grammar that outlines the set of possible concrete goals across user types. This set of goals is a good basis for engaging business stakeholders in choosing the right set of priorities to guide design and build efforts. Systematically articulated goals allow business audiences a comfortable and neutral basis for prioritizing the capabilities the environment will offer users. Of course, choices of capability directly affect costs, effort levels, design and build timelines, and all the other tangible aspects of a user experience. Reference priorities can also help guide longer-term investment and strategy decisions.

Comment » | Information Architecture, User Experience (UX), User Research

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