from construct to structure: information architecture from mental models lane becker...
TRANSCRIPT
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From Construct to Structure:Information Architecture from Mental Models
Lane Becker [email protected]
http://adaptivepath.com/workshops/construct
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 2
I think you need to bemore explicit here in step
two…
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 3
This Workshop Covers the Miracle
Performing Conceptual Audience Segmentation
Creating a Mental Model Diagram from non-directed,
ethnographic interview data
Performing gap analysis to guide your business strategy and
empower your customers, and deriving Navigation Structure
for an extensible foundation for your software
Workshop Format:
Combination of lecture and activities (single and group)
Process-oriented—step-by-step
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 4
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 5
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 6
To develop an experience based on the patterns inherent in your stuff that empowers users to accomplish their goals.
Our goal is...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 7
What is Information Architecture?
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 8
It’s how we get a pile of stuff...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 9
...into a structured experience.
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 10
This includes labeling...
Squares Triangles Circles
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 11
...and navigation systems...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 12
...that are intuitive to users.
Squares Triangles Circles
Ah Ha!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 13
But! Not all users have the same goals.
Shapes! Colors!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 14
So, good architectures let many users...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 15
...access lots of content...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 16
...in many ways.
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 17
As you can imagine, this isn’t easy…
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 18
Classifications differ…
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 19
What do you call this?
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 20
http://www.popvssoda.com/
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 21
But wait! There’s more...
Fris
Phosphate
Bubble-water
Lolly-water
Tingle Fizz Fuzz
Mixer
Soft drink
Sweet drink
Tonic
Fizz
Sodie
Cocola
Soder
Dopes
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 22
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 23
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 24
Architecture faces global issues...
Colors?
Colours?
? ? ? ? ? ? ? ? ?
¿De Colores?
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 25
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 26
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 27
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 28
Architecture faces accessibility issues...
Colors
???
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 29
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 30
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 31
Architectures suffer from jargon...
? ? ? ? ? ? ? ? ?
Shapes WebBeansShapes WebBeanstmtm
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 32
Often applied by marketing…
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 33
…or revealing internal terms
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 34
Architectures suffer from politics...
CEOUser
Excellent!???
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 35
Customers used to interact directly with departments...
Big Corp
A B C D E
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 36
But that doesn’t translate to the Web at all...
? ? ? ? ?
Big Corp
A B C D E
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 37
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 38
http://www.dhh.state.la.us/
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 39
Architectures must be extensible...
!?!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 43
We don’t even know what else they are doing…
!!!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 44
Successful architectures comes from two approaches...
Top-down•Interview/observe users
•Develop mental models
•Derive site’s navigation
Bottom-up•Inventory what you have
•Develop a content model
•Apply librarianship
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 45
The Two Parts of IA, Diagrammed
Surface architecture (navigation)comes from Mental Model
Deep architecture comes from the Content Model
and librarianship
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 46
Exercise #1: Awaken!
Think of the worst possible design for a bathroom faucet.
Describe in words or draw a picture of this faucet.
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 47
Exercise #1: Awaken!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 48
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation – Quick Overview
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 49
What is a Mental Model?
How the user thinks about and approaches
their tasks and goals,
usually defined within a system of interaction
(…distinct from a Web experience)
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 50
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 51
What is a Mental Model?
Fill coffee maker with waterFill coffee maker with water
Take first glorious sip
Go to cafe for beans Grind beans
Clean out filter Find clean mug
Wipe up counter
Measure and scoop grounds
QuickTime™ and aTIFF (Uncompressed) decompressorare needed to see this picture.
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 52
What a Mental Model Diagram Looks Like
Collections of tasks organized in a skyline horizon chart
Three levels Task, Group, and Mental Space
Refine Drawings andPresent them
Design Work Plan
Research SpecificProject Needs
Work with Architect/Designer
Read PlansRead Bookson Project
Get Up ToDate on Any
Codes
Talk to OtherBuilders
Work with CADDrawings
Use Simple 3DDesign Tools
Manage CADPackage
Print Plans
ReuseDrawings fromPast Projects
Plan Design
Keep inContact with
Designer
Transmit Files
Present Designs toClient
Take Notes
PresentDrawings to
Client
Show ExamplePhotographs
RefineDrawings
Present NewDrawings
Cost Out The Design
Develop Range ofMaterials andProducts Cost
Get PriceEstimates
ResearchMaterials
Develop Range ofLabor Cost
ContactSubcontractors
FindSubcontractors
GetSubcontractorCost Estimates
Find Products
CompareProducts
Talk toSuppliers
Read Catalogs
Talk to otherBuilders
Prepare CostEstimate
Put Numbersand Ranges in
Excel
Compare NewEstimate with
Original
Present CostEstimate to Client
DiscussRanges
Show NumberRanges
Show Productsand Materials
Options
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 53
Turning user data into a product: The Big Picture…
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 54
Yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak...
Yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak yak...
Yak yak yak yak yak yak yak yak yak yak yak yak kak yak yak yak yak yak yak yak yak yak yak...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 55
Plan Design
Design WorkPlan
Design IdeasArticles
House PlansLibrary
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
Design Work Plan
Work with CADDrawings
Use Simple 3DDesign Tools
Manage CADPackage
Print Plans
ReuseDrawings fromPast Projects
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
Design IdeasArticles
House PlansLibrary
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 56
Plan Design
Design WorkPlan
Design IdeasArticles
House PlansLibrary
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
Ah Ha!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 57
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 58
Three Basic Classes of Research
Preference Research – preferences, opinions, desires
Ability Research – what can be understood or accomplished
using certain tools or artifacts
Conceptual Research – how things get done
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 59
Types of Audience Segmentation
Demographic
Geographic
Psychographic
Behavioral
VALS
Myers-Briggs
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 60
Market Studies
What does the customer need from our product?
What else does the customer desire?
Improve the way we attract customers
Improve the way we sell to customers
How to get ahead of the competition
How to sell more of the product
I want…
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 61
Sell More!!! Beat the Competition!!!
Improve or extend the product
But…
Basing product improvements on Preference Research is like
building without enough 2x4’s
$$$!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 62
Product Development based on Preference Research
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 63
Glossy Picture in a Magazine
Gleaming stainless steel appliances!
Wish to become gourmet cooks
Wish their kitchen would inspire them to cook more often
…With beautiful fresh produce from organic farmers!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 64
Functional Details Unspecified
How much lovely produce can be kept fresh if the
homeowners cook twice a week?
How will they change their weekly schedules to spend time at
the farmer’s market?
How will they react to failure, like a burned reduction sauce or
an oven that doesn’t quite keep the desired temperature?
Where will they serve their meals, and how does it relate to
other entertainment spaces in the house?
???
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 65
Product Development based on Conceptual Research
Conceptual Research – how things get done– Determine or upgrade the features– Organize information or improve navigation– Improve the usability of a product
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 66
Define the Audiences
Narrow down your intended audiences ahead of time
Segment audience by tasks/goals, not demographic– Don’t: Age distinctions, Gender, etc– Do: Task groupings
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 67
Exercise #2: Conceptual Audience Segmentation
1) Form a group.
2) Write down hypothetical audience segments. (off the top of
your head)
3) Try again, this time grouping by goals/tasks.
4) Name these new task-based segments.
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 68
Conceptual Audience Segmentation
1. State Hypothesis
2. Brainstorm Tasks
3. Group Tasks
4. List Performers
5. Group Performers
6. Define Segments
7. Choose Segments
8. Set Qualifications
9. Create Selection Matrix
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 69
Recruiting: How Many Users?
Perhaps the biggest debate in user research practice
Remember: this isn’t science, it’s engineering– We’re looking for feedback to help us design an interface, not
manufacture a new prescription drug
Our experience: 4 to 6 people per audience type
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 70
Recruiting: Write a Screener
A simple script to weed out subjects
Write questions that narrow in on who you’re after
Order questions from generic to specific
Be very clear and specific
Avoid jargon
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 71
Recruiting: Also look for…
Find people who are currently engaged in the tasks
Pick the people who will give you the best response– Will talk a lot– Will communicate clearly (possibly with translator)– Interested in taking the time
Some people know too much…
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 72
Recruiting: Get Them
Start immediately: the better the subjects,
the better the outcome
Find internal sources of names:– Existing customers, customer support inquiries, advertise on
existing site– User groups, email discussion lists– Traditional market research means: classified ads, etc.
Use a recruiting agency:– Can get people who know nothing about the product– Can get people who are exactly your audience– Can recruit people in a variety of geographic locales– Has dedicated personnel to recruit!
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 73
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 74
Interviews
Task Analysis
Mental Model Diagram
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 75
Interviews: Do, Not Feel
Focus on exploring the tasks
The key verb is “do” not “feel”
Don’t investigate the Web or other tools –that is Ability
Research
Yak yak yak yak yak yak yak yak yak yak yak yak kak yak yak yak yak yak yak yak yak yak yak...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 76
Interviews: Non-Directed
Use “non-directed interview” techniques
Concentrate on immediate experience
Use prompts in a “dinner party” conversation; do not read
them as a verbatim script
Allow the interviewee to direct the flow of conversation
Use open questions (Why? What? When? Where? How?)
Don’t use closed questions (Did? Will? Have?)
Yak yak yak yak yak yak yak yak yak yak yak yak kak yak yak yak yak yak yak yak yak yak yak...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 77
Interviews: Prompts
Select a workflow to explore
Prepare prompts/topics to remind you
Use sources such as:– Stakeholder objective transcripts– Task brainstorm from Conceptual Audience Segmentation– Old customer support reports, customer visit reports
Yak yak yak yak yak yak yak yak yak yak yak yak kak yak yak yak yak yak yak yak yak yak yak...
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 78
Interviews: Transcripts
Record verbatim transcripts, if possible– Have a person take live transcripts, or– Record the interview and have a person transcribe it.
Transcripts, not notes– First person, not third person
Review transcripts immediately after the interview
You Will Need: Detailed transcripts of the interviews
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 79
Interviews: Transcript Before
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 80
Interviews: Transcript After
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 81
Interviews: Ghosts
Best if the following roles are present for interviews:– Interviewer– Transcriber– Product representative– Analyst– Translator (if necessary)
One person can play two roles
Transcripts will benefit
Mental Model review will benefit
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 82
Interviews: Format
Telephone– Task analysis interviews are tool agnostic; we don’t need to see
how they use our tools– Can conduct interviews in other countries easily– Non-intrusive– Private– Concise
In-person– If there are unique artifacts representing tasks
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 83
Interviews
Task Analysis
Mental Model Diagram
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 84
Task Analysis: Analyze Transcripts
An extremely detailed analysis of what your users said they
do to accomplish their goals
A depersonalized way to understand your target audience– All users within a particular audience set are lumped together
Less concerned with sequential order of tasks than with
sensible grouping of tasks– Steps the users described– Similarity of tasks
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 85
Task Analysis: Physical Approach
Your team, an afternoon, a large blank wall, millions of Post-Its
Read notes and make stickies– One person plucks tasks from the transcript, the other writes them
down on stickies– One task per sticky, different colored stickies depending on the
number of times different people mentioned the same task
Make stickies and move them around until they make sense– Cluster similar stickies on the wall and give them a name– Cluster similar clusters together, and give them a name, too
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 86
Task Analysis: Walls of Stickies
Thanks: Marc Rettig
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 87
Task Analysis: Electronic Approach
Scan interview transcripts for ‘tasks’
Copy each task to a pile
Notice patterns. Group similar atomic tasks together.
Name the group based on task words
Name these groups with verbs, not nouns
Adjust these groups as the patterns grow and shift
Estimate 4 hours per interview
Can be accomplished with remote teams
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 88
Task Analysis: Audience Differences
Do this for each audience, if there are multiple audiences
Compare results between audiences and combine if
appropriate
Gather task groups into mental spaces
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 89
Exercise #3: Task Analysis
1) Form a group.
2) Find tasks in the transcript.
3) Copy tasks to cards or sticky notes. (verb + noun!)
4) Group tasks. Name the task groups. (verb + noun!)
5) Gather task groups into mental spaces. Name the mental
spaces. (verb + noun!)
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 90
Interviews
Task Analysis
Mental Model Diagram
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 91
Mental Model: Build It
A simple visualization of how users think about
the workflow you explored in the interviews
With transcript analysis, you broke activities down
into their most basic elements, then you built them back up
into meaningful groups.
The mental model shows these groups across a landscape
Design Work Plan
Work with CADDrawings
Use Simple 3DDesign Tools
Manage CADPackage
Print Plans
ReuseDrawings fromPast Projects
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 92
Mental Model: Team Effort
Make it a team effort– One person makes a first draft– Team members refine it
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 93
Refine Requirements
Find Out What OtherPeople Say
Set TechnologyRequirements Get Proposals
Find Out High-LevelInformation
Find Vendors
Get Input from Peoplewithin Company
Research CorporateNeeds
UnderstandExistingProcess
Determine theROI
Set Requirements
Set FeatureRequirements
Set ReportRequirements
Set DataStorage
Requirements
Set SecurityRequirements
Set IntegrationRequirements
Solicit End-User Input for
Features
Get Buy-Infrom KeyPlayers
Get Buy-Infrom IT
DepartmentFind Vendors
Write Requestsfor Proposals
ReadProposals
Get Input fromOther
Customers
Read VendorMarketingMaterials
DistrustMarketingMaterial
Read ReviewsAttend
Conferences
Explore Web-Based
Solutions
ExploreWirelessSolutions
RefineRequirements
Based onResearch
Research the ProductsResearch the Needs
Consists of: Tasks
The individual tasks that people perform when attempting to
achieve a larger goal
Mental Model: What It Looks Like
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 94
Consists of: Task Groups
Tasks for the same goal grouped together
Mental Model: What It Looks Like
Refine Requirements
Find Out What OtherPeople Say
Set TechnologyRequirements Get Proposals
Find Out High-LevelInformation
Find Vendors
Get Input from Peoplewithin Company
Research CorporateNeeds
UnderstandExistingProcess
Determine theROI
Set Requirements
Set FeatureRequirements
Set ReportRequirements
Set DataStorage
Requirements
Set SecurityRequirements
Set IntegrationRequirements
Solicit End-User Input for
Features
Get Buy-Infrom KeyPlayers
Get Buy-Infrom IT
DepartmentFind Vendors
Write Requestsfor Proposals
ReadProposals
Get Input fromOther
Customers
Read VendorMarketingMaterials
DistrustMarketingMaterial
Read ReviewsAttend
Conferences
Explore Web-Based
Solutions
ExploreWirelessSolutions
RefineRequirements
Based onResearch
Research the ProductsResearch the Needs
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 95
Consists of: Mental Spaces
The set of goals which together form a complete activity
Mental Model: What It Looks Like
Refine Requirements
Find Out What OtherPeople Say
Set TechnologyRequirements Get Proposals
Find Out High-LevelInformation
Find Vendors
Get Input from Peoplewithin Company
Research CorporateNeeds
UnderstandExistingProcess
Determine theROI
Set Requirements
Set FeatureRequirements
Set ReportRequirements
Set DataStorage
Requirements
Set SecurityRequirements
Set IntegrationRequirements
Solicit End-User Input for
Features
Get Buy-Infrom KeyPlayers
Get Buy-Infrom IT
DepartmentFind Vendors
Write Requestsfor Proposals
ReadProposals
Get Input fromOther
Customers
Read VendorMarketingMaterials
DistrustMarketingMaterial
Read ReviewsAttend
Conferences
Explore Web-Based
Solutions
ExploreWirelessSolutions
RefineRequirements
Based onResearch
Research the ProductsResearch the Needs
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 96
Mental Model: How It is Used
Later: Existing site content from audit is “slotted” underneath to show where current site meets (or doesn’t) users’ needs.
Refine Requirements
Find Out What OtherPeople Say
Set TechnologyRequirements Get Proposals
Find Out High-LevelInformation
Find Vendors
Get Input from Peoplewithin Company
Research CorporateNeeds
UnderstandExistingProcess
Determine theROI
Set Requirements
Set FeatureRequirements
Set ReportRequirements
Set DataStorage
Requirements
Set SecurityRequirements
Set IntegrationRequirements
Solicit End-User Input for
Features
Get Buy-Infrom KeyPlayers
Get Buy-Infrom IT
DepartmentFind Vendors
Write Requestsfor Proposals
ReadProposals
Get Input fromOther
Customers
Read VendorMarketingMaterials
DistrustMarketingMaterial
Read ReviewsAttend
Conferences
Explore Web-Based
Solutions
ExploreWirelessSolutions
RefineRequirements
Based onResearch
Research the ProductsResearch the Needs
Proposal Template
Proposal Submission
Form
Online Discussion
Boards
Content Slotting
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 97
Mental Model: Horizon Chart –or- City Skyline
Detailed map of your user’s everyday goals, and the individual tasks
they undertake to achieve them
Shows where the existing site succeeds in meeting these goals;
where it overshoots; where opportunities for future development lie
Excels as a reference document, a starting point for discussions
about user requirements
Purchase theSoftware
Get Approval
Consider Timeframeand Resources to
Implement
Set TechnologyRequirements
Find Out High-LevelInformation
Find Vendors
Get Input from Peoplewithin Company
Increase AwarenessAbout Vendors
Plan Project
Research CorporateNeeds
PeopleSoftRe-Architecture
Business Services to User Mental ModelComparison v8
15-Jun-2001
Copyright 2001 Lot21
Legend
Conceptual Area
Conceptual Group
Copy
Widespread Concept
Infrequent Concept
Prospective Customer Mental Model
Peoplesoft Content and Services
Separate Site
Decide to Change
Decide Whether to Get a Solution
Business Service
ImproveBusinessProcess
Watch forTrends inIndustry
Receive Calls,Invitations from
Vendor
Form a Teamto do
Research
UnderstandExistingProcess
Determine theROI
IncreaseAwareness
About Vendors
PutPlaceholders
in Budget
Set Timeline
Set Requirements
Set FeatureRequirements
Set ReportRequirements
Set DataStorage
Requirements
Set SecurityRequirements
Set IntegrationRequirements
Solicit End-User Input for
Features
Get Buy-Infrom KeyPlayers
Get Buy-Infrom IT
DepartmentFind Vendors
HireConsultant to
Help withResearch
Read VendorMarketingMaterials
DistrustMarketingMaterial
AttendConferences
Explore Web-Based
Solutions
ExploreWirelessSolutions
ConsiderTimeframe andResources to
Implement
Decide on Alternative
Purchase Partof Package
Use ExistingEnterprise-
Level Software
Write SolutionIn-House
Negotiate Contract
NegotiateContract
Get Approval
Get LegalApproval onContracts
Purchase theSoftware
Make DecisionResearch Information about ProductFind Out DetailedInformation
Read VendorTechnicalMaterials
Attend TrainingClasses Ahead
of Time
Get SeveralDemos
Distrust SalesPeople
Try OutSoftware In-
House
ConsiderMaturity of
Product
Research the Needs Make Purchase
Make Decision
Narrow DownVendors
PresentRecommenda-
tion
Make Decision
Implement theSoftware
Determine if ChangeWas a Success
Implement theSoftware
Announce theSoftware toEnd-Users
MeasureSuccess
ManageExpectations
AcceptResponsibilty
for Failure
ImplementSoftware
MeasureSuccess
Similar to Current Cust.
InteractiveDiagram
Super Demo
Product Tour
Landing Page
Landing Page(for events)
TechnicalWhite PaperDownload
BusinessSolutions
White PaperDownload
BusinessSolutions
White PaperDownload
Click-ThroughDemo
(businessdetails)
Click-ThroughDemo
(technicaldetails)
ProductModule Page
(Improved)Product
Module Page
Virtual Library(slides tosupport
presentation)
Events(Seminars,
Conferences,Tradeshows)
Events(Seminars,
Conferences,Tradeshows)
PressReleases(Products)
PeopleSoftNews Articles
(Products)
News(Mentions inthe Press)(Products)
eBusiness IQTest
eBusiness IQTest
Needs Improvement
Advisor ToolsWizard (future
version)
Advisor ToolsWizard (future
version)
Event Sites
Event Sites
PartnerProfiles
CustomerService Guide
CustomerLaunch
CyberSeminars
Registration
CyberSeminars
CyberSeminars
Registration
CyberSeminars
Product One-Sheets
Feature/Benefit
Descriptions
ComponentsDescriptions
Statements ofDirection
(Foundation)
TechnicalWhite Papers(Foundation)
InternetArchitectureInformation
(Foundation)
PeopleToolsInformation
Find Out ifFoundation is a
Match
Data Sheets
Statements ofDirection(Product)
InternetArchitectureInformation(Product)
FeatureStories, Ask
Expert
FeatureStories, Ask
Expert
FunctionalityLists perproduct
PeopleTalkNewsletter
Global SupportCenter Terms
and Conditions
PeopleSoftUniversity
Details
ProductConfigurators
ProductConfigurators
Implementa-tion Roadmap
View Statusof Account
Train the End-Users
KnowledgeCenter
PeopleSoftUniversity
Details
How toMeasure Your
Success
CyberSeminars
Consider VendorMatch
ConsiderReliabillity of
Vendor
ConsiderPersonality of
Vendor
ConsiderResponsive-
ness ofVendor
ConsiderGeographicLocation of
Vendor
PressReleases
(Corporate)
PeopleSoftNews Articles(Corporate)
News(Mentions inthe Press)
(Corporate)
About theCompany
ConsultingServices
Description(Implement)
Find Out AboutConsulting Services
Partner List(Consultants)
Find Out AboutHosting Services
Partner List(Hosting)
eCenterDescription
Case Studiesfor Partners
Find CertifiedPartners
Find Partners(by product or
solution)
Consider Support andTraining Options
ConsiderSupport and
TrainingOptions
CustomerService Guide
eCenterCustomerSupport
Description
PeopleSoftUniversity
Details
Refine Requirements
RefineRequirements
Based onResearch
Get Proposals
WriteRequests for
Proposals
ReadProposals
Submit anRFP?
ProductBrochures
PackageSolutions
Descriptions
IndustrySolutions
Descriptions
BusinessProcessSolutions
Descriptions
Product LineDescriptions
Find Out HowComponents Relate
to One Another
CustomizedProduct
Descriptions
Find Out What OtherPeople Say
Get Inputfrom OtherCustomers
Read Reviews
CyberSeminars
Registration
CyberSeminars
CustomerProfiles byProduct orIndustry
Customer Listby Product or
Industry
News(Mentions inthe Press)(Products)
Consider Costs
ConsiderHardware
Costs
ConsiderSupport and
Training Costs
Consider Price
CustomerService Guide
Consider f Users WillAccept System
Consider UserSkill Level
Assess Impacton Users
ConsiderProductUsability
UsabilityCase Studies(Testimonials)
Table LoadingSequesnce
Documentation
Install Guides
Hardware/Software
RequirementsDocumentation
About theCompany
About theCompany
Train End-Users
Make Time forResearch
Work on CompanyProjects
Work onCompanyProjects
Make Time forResearch
React to Office Environment
LeadManagementChat Pop-up
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![Page 98: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/98.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 98
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 99: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/99.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 99
Content Model
Gap Analysis
Navigation Derivation
Nomenclature
Validation
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 100: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/100.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 100
Content Model: Architecture Review and Content Assessment
Architecture review looks at overview of structure– Captures high-level relationships between sections– Helpful for all projects
Content audit identifies all the key content types – Use a sampling of pages– Sufficient for most projects– Foundation for content inventory
A content inventory considers every piece – Start with the audit and go deeper– Use this for CMS and other migration projects
Performed by someone other than the user researcher
![Page 101: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/101.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 101
Content Model: Architecture Review
An overview of how content is structured
Identify organizational schemes
Map the site
![Page 102: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/102.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 102
Q: Can you automate the architecture review?
A: Not really.
![Page 103: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/103.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 103
Typical Site-Mapping Tool Output
![Page 104: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/104.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 104
The Desired Result
![Page 105: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/105.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 105
Content Model: Content Audit
Choose a robust sampling of pages– Representative of the entire site
Identify significant types of content– Executive biographies– Press releases– Product descriptions– Specifications– Contact information– Case studies
![Page 106: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/106.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 106
Content Model: The Excruciating Detail of a Content Inventory
For every single piece of content on the site, ask:
What is it about?
Who is it for?
What type is it?
Where does it come from?
![Page 107: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/107.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 107
Content Model: Capturing Metadata
Administrative– Owner, Department, Approval
Intrinsic– Date published, title, file size, URL, author
Technical– Data source, format
Descriptive– Subject keywords, Content Type
![Page 108: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/108.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 108
Content Model: Content Inventory - Strategic Questions
ROT Removal– Is it Redundant?– Is it Outdated?– Is it Trivial?
Does it have historical value?
Is it critical information for a small audience?
-->In other words... can we get rid of it?
Traffic analysis can help answer these questions.
![Page 109: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/109.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 109
Content Model: Content Audit or Inventory - Final Result
Spreadsheet with hundreds or thousands of lines, one line per
page
![Page 110: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/110.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 110
Content Model: Organize Your Types
Meaningful types are the crux of our information architecture
![Page 111: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/111.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 111
Content Model: The Map
![Page 112: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/112.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 112
Content Model
Gap Analysis
Navigation Derivation
Nomenclature
Validation
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 113: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/113.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 113
Gap Analysis: Compare Content Types to Mental Model
What types help achieve what tasks?
![Page 114: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/114.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 114
Gap Analysis: Comparison of Mental Model to Available Material
This is where it begins to come together
Slot content, functionality, and
business requirements where it supports audience’s mental
model
Make sure to address every significant content area
Look for gaps
If the project is “from scratch” and there are not many
explicit features, etc., use the mental model to drive
product requirements
![Page 115: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/115.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 115
Gap Analysis: Comparison
Ideal – Every task in the audience’s mental model is served
by content and functionality
Practical – That is never the case
![Page 116: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/116.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 116
Gap Type 1 – User Needs Not Supported by Content
Could be an important oversight in the content of the site
Could be be an activity not appropriate for web content
Refine Drawings andPresent them
Design Work Plan
Research SpecificProject Needs
Work with Architect/Designer
Assess Site
Read PlansRead Bookson Project
Get Up ToDate on Any
Codes
Talk to OtherBuilders
Work with CADDrawings
Use Simple 3DDesign Tools
Take Pictures
Measure Site
Take Notes
Manage CADPackage
Print Plans
ReuseDrawings fromPast Projects
Plan Design
Keep inContact with
Designer
Transmit Files
Present Designs toClient
Take Notes
PresentDrawings to
Client
Show ExamplePhotographs
RefineDrawings
Present NewDrawings
Cost Out The Design
Develop Range ofMaterials andProducts Cost
Get PriceEstimates
ResearchMaterials
Develop Range ofLabor Cost
ContactSubcontractors
FindSubcontractors
GetSubcontractorCost Estimates
Talk toSuppliers
Read Catalogs
Talk to otherBuilders
Prepare CostEstimate
Put Numbersand Ranges in
Excel
Compare NewEstimate with
Original
Present CostEstimate to Client
DiscussRanges
Show NumberRanges
Show Productsand Materials
Options
Kitchen LayoutTool
Buying andSelectionGuides
Design IdeasArticles
Shopping Cart
ProductTrends
StoreHouse Plans
Library
Building CodesHouse Plans
Library
Cost Estimator
Tiling Guide(Ortho Book)
Loan Center
ConsumerGuides
How To Hire AContractor
VendorManagement
Guides
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
ProjectWorksheets
![Page 117: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/117.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 117
Gap Type 2 – Content Available But No User Need
Could be extraneous content not worth maintaining
(R.O.T.)
Could be an important way to empower the user
Refine Drawings andPresent them
Design Work Plan
Research SpecificProject Needs
Work with Architect/Designer
Assess Site
Read PlansRead Bookson Project
Get Up ToDate on Any
Codes
Talk to OtherBuilders
Work with CADDrawings
Use Simple 3DDesign Tools
Take Pictures
Measure Site
Take Notes
Manage CADPackage
Print Plans
ReuseDrawings fromPast Projects
Plan Design
Keep inContact with
Designer
Transmit Files
Present Designs toClient
Take Notes
PresentDrawings to
Client
Show ExamplePhotographs
RefineDrawings
Present NewDrawings
Cost Out The Design
Develop Range ofMaterials andProducts Cost
Get PriceEstimates
ResearchMaterials
Develop Range ofLabor Cost
ContactSubcontractors
FindSubcontractors
GetSubcontractorCost Estimates
Talk toSuppliers
Read Catalogs
Talk to otherBuilders
Prepare CostEstimate
Put Numbersand Ranges in
Excel
Compare NewEstimate with
Original
Kitchen LayoutTool
Buying andSelectionGuides
Design IdeasArticles
Shopping Cart
ProductTrends
StoreHouse Plans
Library
Building CodesHouse Plans
Library
Cost Estimator
Tiling Guide(Ortho Book)
Loan Center
ConsumerGuides
How To Hire AContractor
VendorManagement
Guides
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
ProjectWorksheets
![Page 118: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/118.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 118
Gap Analysis: Let’s Look at What We Have
Refine Drawings andPresent them
Get Training/LifelongLearning
Buy SoftwareDo Business With
Subcontractors
Design Work Plan
Research SpecificProject Needs
Work with Architect/Designer
Do Business WithSubcontractors
ManageSubcontractors
Get SubcontractorsAssess Site
Conduct InitialMeeting
Respond to LeadsMarket Business
iRemodelRe-Architecture
Business Services to User Mental ModelComparison
Copyright 2002 Adaptive Path
Legend
Task Group
Task or Business Goal
Copy of Content
Widespread Task
Infrequent Task
User Mental Model - Builder - Up To The Point of Finalizing Design and Costs
Generate New Business
PrioritizeNeeds, Wants,
Wishes
Read PlansRead Bookson Project
Get Up ToDate on Any
Codes
Talk to OtherBuilders
Work with CADDrawings
Use Simple 3DDesign Tools
Get Tour fromClient
Show ExamplePhotographs
Take Pictures
Measure Site
Take Notes
Talk RoughCost Estimates
Manage CADPackage
EvaluateSoftware
Print Plans
ReuseDrawings fromPast Projects
Take ClassesReturn Email
Inquiries
PlaceAdvertisement
s in Paper
Send OutMailing
Return PhoneInquiries
Scope Project and Bid
Prepare for InitialMeeting
Set UpAppointment
GatherMaterials Follow-up Initial
Meeting
Email or CallClient with
BasicUnderstanding
Take Notes
Determine Scope
Estimate TimeNeeded
EstimateMaterialsNeeded
Estimate Costs(Initial)
Initial Cost ofMaterials
Initial Cost ofLabor
Utilize PriorBudgets
Add Markup
Present Budget/Coststo Client
PresentBudget/Costs
to Client
Refine Budget
Refine Budget
Plan Design Work With Subcontractors
FindSubcontractors
PaySubcontractors
Present Plansto
Subcontractors
MeetSubcontractors
MakeAgreement
Keep inContact with
Subcontractors
AddressOverages
Keep inContact with
Designer
Transmit Files
Manage Business
UseQuickBooks
Send Invoices
DepositChecks
Juggle MultipleProjects
Juggle MultipleProjects
Be Responsive
CheckMessages
Return Emailand Phone
Calls
Stay Up To Date in Business
Talk toColleagues
about Software
Read SoftwareReviews
Find Classes
Stay Abreast of theField
AttendTradeshows
ReadMagazines/Publications
Present Designs toClient
Take Notes
PresentDrawings to
Client
Show ExamplePhotographs
RefineDrawings
Present NewDrawings
Cost Out The Design
Develop Range ofMaterials andProducts Cost
Get PriceEstimates
ResearchMaterials
Develop Range ofLabor Cost
ContactSubcontractors
FindSubcontractors
GetSubcontractorCost Estimates
Find Products
CompareProducts
Talk toSuppliers
Read Catalogs
Talk to otherBuilders
Prepare CostEstimate
Put Numbersand Ranges in
Excel
Compare NewEstimate with
Original
Present CostEstimate to Client
DiscussRanges
Show NumberRangesScreen Potential
Clients
ScreenPotential Client
Show Productsand Materials
Options
Set Final Design andCost Agreement
Write up FinalAgreement
Write Up FinalAgreement
Show FinalAgreement to
Colleague
Have Client Sign Offon Final Agreement
PresentAgreement to
Client
Get Sign Offon Final
Agreement
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
ProductComparison
Tool
How To Hire AContractor
Information onKitchenCabinet
Materials
Cost Estimator
ScheduleEstimator
Buying andSelectionGuides
VendorManagement
Guides
Kitchen FAQs
About theCompany
Contact Us
Design IdeasArticles
Tell A Friend
ProjectPlanningGuides
ProjectEstimator
Checklist
Live Help
ProductDescriptions
Shopping Cart
How-to Articles
Case Studiesof Projects
ProductTrends
StoreProject
WorksheetsHouse Plans
Library
Classified Ads
Building CodesHouse Plans
Library
ProjectWorksheets
Cost Estimator
ProductDescriptions
Cost EstimatorProject
Worksheets
Tiling Guide(Ortho Book)
ProjectWorksheets
Research/Dataon Industry
Trends
VendorManagement
Guides
ProjectWorksheets
DiscussionForums
Newsletter
Eventsinformation
AssociationsInformation
Links toExternal
Resources
News
Loan Center
ProductShowcase
ConsumerGuides
How To Hire AContractor
VendorManagement
Guides
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
Learn aboutInformation Provider
Promote InformationProvider
Be An Expert
Sponsor thisWebsite
Self Help Tips
Interact with InformationProvider
ProjectWorksheets
An organization of user’s tasks when attempting to accomplish a particular goal
Content slotted, where appropriate, to meet those tasks
![Page 119: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/119.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 119
Exercise #4: Slot the Content
1. Form a group.
2. Slot the supplied content under your mental model.
![Page 120: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/120.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 120
Time Out: Check Your Audience Segments
Re-examine and verify/validate audience segments.– Adjust names of segments– Combine segments into one group– Separate segments into two groups
![Page 121: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/121.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 121
Content Model
Gap Analysis
Navigation Derivation
Nomenclature
Validation
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 122: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/122.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 122
Navigation Derivation: Top-Down Information Architecture
![Page 123: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/123.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 123
Navigation Derivation: Things To Remember – And Forget
Remember:
Everything needs to have a place in the architecture – but not
necessarily only one way to get to it.
Formality of this process is up to you
Forget for now:
How content is produced
How your company is structured
![Page 124: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/124.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 124
Step 1
Mental spaces become highest level of navigation
Generate NewBusiness
Scope Projectand Bid
Plan DesignCost Out the
DesignWork with
Subcontractors
ManageBusiness andStay Up To
Date
Home Page
![Page 125: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/125.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 125
Design WorkPlan
Work withArchitect
Assess Site
ResearchSpecificProjectNeeds
PresentDesigns to
Client
RefineDrawings and
PresentThem
Generate NewBusiness
Scope Projectand Bid
Plan DesignCost Out the
DesignWork with
SubcontractorsManageBusiness
Home Page
Step 2
Task groups become the second level
![Page 126: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/126.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 126
Design Work Plan
Work with CADDrawings
Use Simple 3DDesign Tools
Manage CADPackage
Print Plans
ReuseDrawings fromPast Projects
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
Design IdeasArticles
House PlansLibrary
Step 3
Slotted content and functionality from the comparison is placed
in appropriate area
Plan Design
Design WorkPlan
Design IdeasArticles
House PlansLibrary
Kitchen LayoutTool
Lighting LayoutTool
Pre-designedKitchen
Templates
![Page 127: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/127.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 127
Content Model
Gap Analysis
Navigation Derivation
Nomenclature
Validation
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 128: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/128.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 128
Nomenclature: Brainstorm
Brainstorm names for navigation– Vocabulary from transcripts– Words from industry– Thesaurus
Rules of brainstorming:– There are no bad ideas.– Do not pass judgment on an idea, whether it is good or bad.– Record each idea, unless it is a repeat
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 129
Nomenclature: Brainstorm
Vote on names
Test vote “ties” in Validation step
![Page 130: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/130.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 130
Content Model
Gap Analysis
Navigation Derivation
Nomenclature
Validation
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 131: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/131.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 131
Validation: Card Sort Testing
Card Sort techniques:– Open card sort test– Closed card sort test
![Page 132: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/132.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 132
Validation: Card Sort Testing
Closed card sort test validates navigation structure
Can also test nomenclature alternatives
![Page 133: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/133.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 133
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 134: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/134.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 134
Information Architecture: Bottom-up
Based on time-tested principles of library science and
information retrieval
Create taxonomy (a.k.a. controlled vocabulary)
Create meta tags for retrieving the right data
Create facets for finding things
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 136
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 137
Wine.com
Bestcellars.com
![Page 138: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/138.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 138
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 139: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/139.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 139
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
Software Product Foundation
![Page 140: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/140.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 140
Software Product Foundation
What tasks your users do to achieve their goals
What they call those tasks/goals
How your product matches user goals
Diagram an audience’s mental model, a powerful communications tool
A way to trace back all aspects of the structure to the user’s workflow
Provides a quantifiable way to make design decisions
Conceptual Audience
Segmentation
Mental Model
Diagram
Navigation Structure
Controlled Vocabulary Structure
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Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 141
Task-Based Information Architecture
Remove the phrase “I think” from discussions about what
your users need
![Page 142: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/142.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 142
Task-Based Information Architecture
Remove the phrase “I think” from discussions about what
your users need
Helps achieve business goals by presenting marketing-
oriented content (e.g., cross-sells, up-sells) in context
![Page 143: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/143.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 143
Task-Based Information Architecture
Remove the phrase “I think” from discussions about what
your users need
Helps achieve business goals by presenting marketing-
oriented content (e.g., cross-sells, up-sells) in context
Helps software engineers focus on operational &
implementation problems, rather than functional or visual
interpretation problems
![Page 144: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/144.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 144
Where Do We Go From Here?
![Page 145: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/145.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 145
Choose Project
s
“Design” and Test
Assess
Return
Set Budgets
Identify Opportuni
ties
Identify Metrics
The User Experience Value Chain (Scott Hirsch & Janice Fraser)
![Page 146: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/146.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 146
Choose Project
s
“Design” and Test
Assess
Return
Set Budgets
Identify Opportuni
ties
Identify Metrics
The User Experience Value Chain (Scott Hirsch & Janice Fraser)
Wireframes
Visual Interpretation
HTML/CSS
Validation
Implementation
![Page 147: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/147.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 147
Foundation & Value Chain
Conceptual Audience
Segmentation
Mental Model Diagram
Navigation Structure
Controlled Vocabulary Structure
Choose Projects
“Design” and Test
Assess
ReturnSet
Budgets
Identify Opportuniti
es
Identify Metrics
![Page 148: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/148.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 148
Foundation & Value Chain
Conceptual Audience
Segmentation
Mental Model Diagram
Navigation Structure
Controlled Vocabulary Structure
User Experience Value Chain
![Page 149: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/149.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 149
Foundation & Value Chain
Conceptual Audience
Segmentation
Mental Model Diagram
Navigation Structure
Controlled Vocabulary Structure
User Experience Value Chain
Fix Product Finder
Roll Out Foundation Navigation
Roll Out Role-Based Data Serving
Add Calculato
r X
Roll Out Chinese
Site
Roll Out Russian
Site
Add Contextual Links
Roll Out Japanese
Site
Roll Out European Union
Site
Add Calculato
r Y
Add Personalization
Improve Newslett
er Services
Split Off Commodi-ty Site
Update Brand
Messaging
Tie in Contextu
al Message
s
Roll Out Mongolia
n Site
![Page 150: From Construct to Structure: Information Architecture from Mental Models Lane Becker lane@adaptivepath.comlane@adaptivepath.com](https://reader030.vdocuments.mx/reader030/viewer/2022032607/56649ecf5503460f94bdc90d/html5/thumbnails/150.jpg)
Copyright 2004 Adaptive Path, LLC · [email protected] · From Construct to Structure 150
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