What we’ll cover: |
The tools most useful to information architects, and how to select the right software |
Diagramming products such as Visio and OmniGraffle |
Prototyping tools such as Dreamweaver and iRise |
Portals and content management systems |
Search engines and tools for analytics, automated categorization, and user research |
Information professionals have a love/hate relationship with information technology.[1] We love IT because it made our jobs necessary by enabling the creation and connection of tremendous volumes of content, applications, and processes. We hate IT because it constantly threatens to replace the need for us. If you’ve seen the 1957 film Desk Set in which the librarians fear the “electronic brain” threatening to steal their jobs, you understand the enduring nature of this struggle.
Love it or hate it, we are all participants in a co-evolutionary journey with technology that is defined by rapid change. As information architects, we have a real opportunity (if not an ethical obligation) to positively influence outcomes by injecting our understanding and healthy skepticism into the information technology acquisition and integration process.
We are living in the stone age when it comes to software for information architects. The products are crude, as is our understanding of what we really need. When people get together to discuss experiences with enterprise-wide applications to support web sites and intranets, pain and suffering are dominant themes. Many organizations become so distracted and discouraged by their first web application that they fail to explore the products in related categories.
This will change. In the coming years, all large web sites and intranets will leverage software applications from a wide variety of categories. We will not choose between automated classification software and a collaborative filtering engine—we will need both, and more. And information architects will play an integral role—working closely with business managers, content managers, and software engineers to select, acquire, integrate, and leverage this sophisticated suite of applications. None of these people can successfully do this work alone.
It’s ironic that one of the toughest challenges in understanding software for information architects involves trying to define meaningful categories for the darned stuff. There are huge overlaps between products, exaggerated by overzealous marketing efforts that claim the software can create taxonomies, manage content, fix dinner, and tie your shoes. And, of course, the vendors and their products are multiplying, merging, and mutating at a terrific pace. Given this fluid, ambiguous context, this chapter is an early attempt to define a few of the product categories relevant to information architects.[2] They include:
Automated Categorization (16.2%)[3]
Search Engines (56.4%)
Thesaurus Management Tools (19.7%)
Portal or Enterprise Knowledge Platform (37.6%)
Content Management Systems (65.8%)
Web Analytics / Tracking (62.4%)
Diagramming Software (79.5%)
Prototyping Tools (70.9%)
User Research and Testing (not included in survey)
Within each category, we list the most popular tools (according to our survey results), and in some cases we list additional tools worth mentioning. Our lists of product examples are by no means comprehensive. We hope only to provide a framework and a starting point.
Automated Categorization
Software that uses human-defined rules or pattern-matching algorithms to automatically assign controlled vocabulary metadata to documents. This is equivalent to assigning documents to categories within a taxonomy.
Synonyms
Automated classification, automated indexing, automated tagging, clustering
Examples
Interwoven’s Metatagger, http://www.interwoven.com/products/content_intelligence/index.html
Entrieva’s SemioTagger, http://www.entrieva.com/entrieva/semiotagger.htm
Vivisimo’s Clustering Engine, http://vivisimo.com/html/vce
Autonomy IDOL Server, http://www.autonomy.com/content/Products/IDOL/index.en.html
Comments
We see great potential to integrate human expertise in designing taxonomies with software that populates those taxonomies quickly, consistently, and inexpensively. However, note that this software:
Works best on full-text document collections
Can’t index images, applications, or other multimedia
Does not adjust for user needs or business goals
Does not understand meaning
And, we believe that attempts to automatically generate the taxonomy itself, as Vivisimo and Autonomy attempt to do, will generally fail to produce categories and labels of sufficient quality for most applications.
Resources
“Extracting Value from Automated Classification Tools” by Kat Hagedorn, http://argus-acia.com/white_papers/classification.html
“Tools for Creating Categories and Browsable Directories” from Search Tools, http://www.searchtools.com/info/classifiers-tools.html
“Little Blue Folders” by Peter Morville, http://argus-acia.com/strange_connections/strange003.html
Search Engines
Software that provides full-text indexing and searching capabilities.
Examples
Endeca Information Access Platform, http://endeca.com
Google Enterprise Solutions, http://www.google.com/enterprise
Autonomy, http://autonomy.com
Comments
As content volume grows, search will become the heart of most web sites and intranets. Yet few vendors admit they’re selling a search engine; they all have “solutions.” Meanwhile, the true challenge involves getting the IT people, who currently own the search engines within most corporations, to share their toys with people who understand how and why to connect users and content. The current difficulties in this category are not due to technology. It’s a people problem! However, there are some interesting developments in the technology area. Multi-algorithmic solutions like Google and guided-navigation solutions like Endeca are gaining popularity, forcing the other vendors to play catch-up.
Resources
“Search Tools for Web Sites and Intranets” by Avi Rappoport, http://searchtools.com
“Search Engine Software for Your Web Site” by Danny Sullivan, http://www.searchenginewatch.com/resources/software.html
Enterprise Search Report, http://www.cmswatch.com/Search/Report
“In Defense of Search” by Peter Morville, http://www.semanticstudios.com/publications/semantics/search.html
Thesaurus Management Tools
Tools that provide support for the development and management of controlled vocabularies and thesauri.
Examples
MultiTes, http://www.multites.com
Factiva Synaptica, http://www.factiva.com/products/taxonomy/synaptica.asp
Lexico, http://www.pmei.com/lexico.html
WebChoir, http://www.webchoir.com
Term Tree, http://www.termtree.com.au
DataHarmony, http://www.dataharmony.com
Comments
The bleeding edge! Most early adopters have had to rely on custom development and integration. The hard part is supporting controlled vocabulary management in today’s decentralized publishing environments.
Resources
“Thesaurus Management Software” from the American Society of Indexers, http://www.asindexing.org/site/thessoft.shtml
“Software for Building and Editing Thesauri” from Willpower Information, http://www.willpower.demon.co.uk/thessoft.htm
Portal or Enterprise Knowledge Platform
Tools that provide “completely integrated enterprise portal solutions.”
Examples
Microsoft SharePoint Portal Server, http://www.microsoft.com/sharepoint/portalserver.asp
Bea’s AquaLogic, http://bea.com
Oracle Portal, http://www.oracle.com/technology/products/ias/portal/index.html
IBM’s WebSphere Portal, http://www.ibm.com/websphere/portal
Comments
The vision of seamless, intuitive access to all enterprise and third-party content independent of geography, ownership, and format is compelling and completely unrealized. These tools claim to do everything. Make sure you know what they do well.
Resources
“Portal Software” by Janus Boye, http://www.cmswatch.com/Feature/120
“Pandora’s Portal” by Peter Morville, http://www.semanticstudios.com/publications/semantics/portal.html
Content Management Systems
Software that manages workflow from content authoring to editing to publishing.
Examples (Enterprise)
Interwoven, http://www.interwoven.com
Vignette, http://www.vignette.com
Microsoft Content Management Server, http://www.microsoft.com/cmserver
Stellent, http://www.stellent.com
Examples (Personal and Workgroup)
WordPress, http://wordpress.org
Movable Type, http://www.sixapart.com/movabletype
Drupal, http://drupal.org
Plone, http://plone.org
SocialText, http://www.socialtext.com
Comments
At the enterprise level, Forrester Research calls these product offerings “immature.” The problems stem from the fact that content management is very complex and very context-sensitive. Inevitably, you’ll need to buy and then customize extensively. This is a headache that few large organizations will be able to avoid. At the personal and workgroup level, the products are relatively quick and easy to set up. They’ve powered the blogging revolution and are now having a positive impact in corporate environments.
Resources
CMSWatch, http://www.cmswatch.com
CM Professionals, http://www.cms-list.org
Analytics
Software that analyzes the usage and statistical performance of web sites, providing valuable metrics about user behavior and characteristics.
Examples
WebTrends, http://www.webtrends.com
Google Analytics, http://www.google.com/analytics
CoreMetrics, http://www.coremetrics.com
Mint, http://www.haveamint.com
Comments
This is a fast-growing category that’s generated tremendous interest in recent years due to the advertising and marketing value derived from tracking and understanding user behavior.
Resources
Wikipedia on Web Analytics, http://en.wikipedia.org/wiki/Web_analytics
“Search Analytics for Your Site” by Louis Rosenfeld and Richard Wiggins, http://www.rosenfeldmedia.com/books/searchanalytics
Diagramming Software
Visual communication software that information architects use to create diagrams, charts, wireframes, and blueprints.
Examples
Microsoft Visio, http://www.microsoft.com/office/visio
OmniGraffle, http://www.omnigroup.com/applications/omnigraffle
Illustrator, http://www.adobe.com/products/illustrator
PowerPoint, http://microsoft.com/powerpoint
Intuitect, http://www.intuitect.com
Comments
These are the visual communication tools that information architects use to create work products and deliverables, particularly blueprints and wireframes.
Resources
“Diagramming Tools” on IAwiki, http://www.iawiki.net/DiagrammingTools
“Where the Wireframes Are” by Dan Brown, http://www.boxesandarrows.com/view/where_the_wireframes_are_special_deliverable_3
Prototyping Tools
Web development software that enables you to create interactive wireframes and clickable prototypes.
Examples
Dreamweaver, http://www.adobe.com/products/dreamweaver
Serena Composer, http://www.serena.com/Products/composer
iRise, http://www.irise.com
Axure, http://www.axure.com
Comments
As Rich Internet Applications (RIA) further blur the lines between web sites and software applications, prototyping tools provide a powerful way to show navigation, interaction, and other functionality during the design process.
Resources
“HTML Wireframes and Prototypes” by Julie Stanford, http://www.boxesandarrows.com/view/html_wireframes_and_prototypes_all_gain_and_no_pain
“A Designer’s Guide to Prototyping Ajax” by Kevin Hale, http://particletree.com/features/a-designers-guide-to-prototyping-ajax.
User Research
Software that supports user research, including online card sorting and remote usability testing.
Examples
MindCanvas, http://www.themindcanvas.com
Macromedia Captivate, http://www.adobe.com/products/captivate
Ethnio, http://www.ethnio.com
xSort, http://www.ipragma.com/xsort
Comments
These products can reduce the time and cost associated with user research, and may provide you with new ideas about how best to study user behavior and preferences. However, when it comes to developing empathy for the user, remember that there’s no substitute for being in the same room. It’s often best to combine in-person and remote testing methods, so you don’t miss out on the human element.
Resources
“Remote Online Usability Testing” by Dabney Gough and Holly Phillips, http://www.boxesandarrows.com/view/remote_online_usability_testing_why_how_and_when_to_use_it
Remote Usability Testing Wiki, http://remoteusability.com
Whatever the category, when you’re involved in selecting complex, expensive software, there are a number of important questions to ask.
You’ll need to determine whether it’s best to build it yourself, buy a product, or contract with an ASP (application service provider). You’ll want to know about the total cost of ownership, from purchase to integration to customization to maintenance to upgrade. You’ll want to know about the long-term outlook for the vendor; in other words, will she be there to answer the phone in six months?
Most importantly, you need to find an engineer in the vendor’s firm who will answer these questions. One of the many truisms from the world of Dilbert is that engineers are like Vulcans; they cannot tell a lie. They will happily contradict their company’s marketing hype—usually without even the slightest provocation—and tell you:
What their product does well
What their product does poorly
What they wish their product could do
So, even though engineers are the ones who are actually working hard to automate us out of a job, we should still like them because they’re helpful and honest. And they will only need us more in the coming years—to make productive use of the fascinating new tools they are building.
[1] This chapter is based on a Strange Connections article written by Peter Morville (http://argus-acia.com/strange_connections/strange011.html).
[2] To draw upon the insights of the wider community, we conducted an online survey. The complete results are available at http://iainstitute.org/pg/polar_bear_book_third_edition.php.
[3] Survey participants were asked about the categories of software with which they had direct experience.
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