Those things that hurt, instruct.
-Ben Franklin
In late 1999, when this book had been out for a year and a half, our editor told us to get cracking on the second edition. The folks at O'Reilly are fully aware that it takes eighteen months for authors to forget the pain of writing, not to mention our vows to never do it again. Suitably forgetful, we agreed. Now it's summer of 2002, and we're just finishing. Why did it take us two and a half years?
Well, a lot happened in that intervening period. Remember, we were all running on Internet time. Investors were throwing money at all things Web. Companies were building web sites at a frenetic pace. "Information architect" suddenly became a hot job title, and demand for information architecture expertise soared.
New people brought fresh perspectives to the field. Information architects began to connect with one another. A host of web sites, discussion lists, professional conferences, local cocktail hours, and other trappings of a healthy new community emerged.
In those heady times, we were actively growing our information architecture consulting company, Argus Associates. When we wrote the first edition, there were five Argonauts, all librarians by training. By late 2000, Argus was a professionally managed firm with a staff of forty. We had built an interdisciplinary information architecture practice, hiring specialists with expertise in usability engineering, thesaurus design, ethnography, information retrieval, and technology evaluation. But we weren't about to slow down. We had ambitious plans, one of which was to write the second edition.
But as many Greek and Roman tragedies forewarn, mortals plan and the gods laugh. In other words, the Web bubble burst, corporate spending took a dive, and it became difficult to justify investments in consulting, especially in new and intangible services like information architecture. Suddenly Argus was out of business. And for many new entrants to the field, getting a job as an information architect became nearly impossible. Things were bad all over.
Life rarely works according to plan, but often there's a silver lining. For us, the demise of Argus granted the time, perspective, and motivation to finally write the second edition. After all, failure can be a better teacher than success. We've had our share of both, and we've tempered our enthusiasm for information architecture with an appreciation for the realities of the marketplace.
We've tried to address these realities in this book by explaining how to make the case for information architecture in unsupportive environments, and how to deal with political and cultural issues while trying to get your work done. We also describe a richer, more mature methodology that draws from many disciplines.
We are tremendously excited by the diversity, creativity, compassion, and resilience of the information architecture community. In the grand scheme of things, we are small in number. But as architects, designers, and teachers in these formative years of cyberspace, we have the opportunity to make a big impact. Let's get cracking!
What's New in the Second Edition
As you can tell by this book's length--more than double that of the first edition--much has changed. In fact, we've almost written an entirely new book.
We've updated the chapters on organization, labeling, navigation, and searching, and illustrated the interconnectedness of these systems in a new chapter on thesauri, controlled vocabularies, and metadata. And we've expanded the methodology chapters to include a more interdisciplinary collection of tools and techniques. We've complemented the top-down strategies of the first edition with bottom-up approaches that enable distributed, emergent solutions.
A whole new section addresses the opportunities and challenges of practicing information architecture, while another section discusses how that work impacts and is influenced by the broader organizational context. New case studies provide models for creating enterprise intranet portals and online communities. Finally, we've referenced a wealth of essential information architecture resources, many of which did not exist a few years ago.
Organization of This Book
This book is divided into six sections and twenty-one chapters, progressing from fundamentals to advanced topics. It breaks down as follows.
Part I, Introducing Information Architecture, provides an overview of information architecture for those new to the field and experienced practitioners alike, and comprises the following chapters:
Chapter 1, Defining Information Architecture
This chapter offers definitions and analogies, shows how information architecture relates to other fields, and explains why it matters at all.
Chapter 2, Practicing Information Architecture
. This chapter discusses the qualities and skills essential to the professional information architect, and explains where and when the work should happen.
Chapter 3, User Needs and Behaviors
This chapter sets the stage for information architecture design by helping us better understand how people interact with information.
Part II, Basic Principles of Information Architecture, includes chapters on the fundamental components of an architecture, illustrating the interconnected nature of these systems. It comprises the following chapters:
Chapter 4, The Anatomy of an Information Architecture
This chapter helps you visualize the nuts and bolts of an architecture, and introduces the systems covered in subsequent chapters.
Chapter 5, Organization Systems
This chapter describes ways to structure and organize sites to meet business goals and user needs.
Chapter 6, Labeling Systems
This chapter presents approaches for creating consistent, effective, and descriptive labels for a site.
Chapter 7, Navigation Systems
This chapter explores the design of browsing systems that help users understand where they are and where they can go within a site.
Chapter 8, Search Systems
This chapter covers the nuts and bolts of searching systems, and describes approaches to indexing and the design of search result interfaces that can improve overall performance.
Chapter 9, Thesauri, Controlled Vocabularies, and Metadata
This chapter shows how vocabulary control can connect these systems and improve the user experience.
Part III, Process and Methodology, covers the tools, techniques, and methods to take you from research to strategy and design to implementation of an information architecture. It comprises the following chapters:
Chapter 10, Research
This chapter explains the discovery process necessary to create a foundation of understanding.
Chapter 11, Strategy
This chapter presents a framework and methodology for defining the direction and scope of your information architecture.
Chapter 12, Design and Documentation
This chapter introduces the deliverables and processes required to bring your information architecture to life.
Part IV, Information Architecture in Practice, is a series of short essays that provide practical tips and philosophical advice for those doing the work of information architecture, and comprises the following chapters:
Chapter 13, Education
This chapter explains how to enter the field and how to keep learning, drawing from traditional and novel educational forums.
Chapter 14, Ethics
This chapter exposes the moral dilemmas inherent in information architecture practice.
Chapter 15, Building an Information Architecture Team
This chapter introduces the specialist roles beginning to emerge within the field, and addresses the transition from performing short-term projects to building sustainable programs.
Chapter 16, Tools and Software
This chapter covers a diverse set of software applications and technologies that can assist information architects and power information architectures.
Part V, Information Architecture in the Organization, addresses the business context of practicing and promoting information architecture, and comprises the following chapters:
Chapter 17, Making the Case for Information Architecture
This chapter provides guidance for those who must sell the value of information architecture to clients and colleagues.
Chapter 18, Business Strategy
This chapter notes similarities and dependencies between the fields of information architecture and business strategy, explaining how we can work toward competitive advantage.
Chapter 19, Information Architecture for the Enterprise
This chapter lays out a broad entrepreneurial framework for supporting the creation of information architecture services to serve the organization over a long period of time.
Part VI, Case Studies, describes the evolution of two large and very different information architectures, illustrating best practices along the way. It comprises the following two chapters:
Chapter 20, MSWeb: An Enterprise Intranet
This chapter presents the story of how a small team at one of the world's most powerful corporations has been able to create a successful and sustainable intra net information architecture.
Chapter 21, evolt.org: An Online Community
This chapter shows how a well-designed participation economy can produce an emergent information architecture that can be used and maintained by a distributed community of volunteers.
The Appendix, Essential Resources, is a selective list of pointers to the most useful information architecture resources available today.
Audience for This Book
Who do we hope to reach with this new edition? In short, anyone who's interested in information architecture, and maybe a few who aren't. We're information architecture evangelists at heart.
This second edition is necessary because you, the readers and practitioners of information architecture, have changed dramatically over the past few years. Many of you are completely new to the field, while some of you now have years of experience under your belts. For better or for worse, we've tried to meet the needs of both groups. While we intend this edition to serve as a useful introduction, we hope many battle-scarred practitioners will find the new material helpful as they make their way through today's information technology and business environments.
Finally, this is our take on information architecture. Many of our colleagues are also now writing about the subject, and we are grateful that so many smart people are sharing their experiences and insights. We look forward to continuing to learn from them. You should too. Buy their books, read their articles, and find ways to share what you know. The more perspectives, the better. Only by sharing as individuals can we learn as a community.
Conventions for This Book
Italic
Is used for URLs, email addresses, and for emphasis.
Constant width
Is used for code examples.
Indicates a tip, suggestion, or general note.
Contacting the Authors
Please direct all suggestions, kudos, flames, and other assorted comments to us both
via email:
Peter Morville, Semantic Studios (morville@semanticstudios.com)
Lou Rosenfeld, Louis Rosenfeld LLC (lou@louisrosenfeld. com)
Contacting O'Reilly
You can also address comments and questions concerning this book to the publisher:
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There is a web page for this book, which lists errata and additional information. You can access this page at:
http://www.oreilly, com/catalog/infotecture2/
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Acknowledgments
It's not easy to write about such a new and dynamic area. Fortunately, we've had a lot of help from many smart, generous people. While we can't begin to thank all of the teachers, colleagues, friends, and family members who helped, permit us to acknowledge those most influential in shaping this second edition.
We're grateful to our technical reviewers whose words of criticism and encouragement made this a much better book. They include: Michael Angeles, Samantha Bailey, Sarah Bidigare, Tina Bissell, Bob Boiko, Michael Crandall, Michele de la Iglesia, Bram Dijkshoorn, Jennifer Enzer, Chris Farnum, Chiara Fox, Bob Halstead, Kat Hagedorn, Margaret Hanley, Keith Instone, Fred Leise, Gary Marchionini, Peter Merholz, Jessica Milstead, Whitney Quesenbery, Avi Rappoport, Larry Rusinsky, Dennis Schleicher, Shawn Stemen, Maribeth Sullivan, Steve Toub, Amy Warner, and Christina Wodtke.
We truly appreciate the generous assistance we received from Vivian Bliss and Alex Wade of Microsoft, and from Javier Velasco and other members of the evolt.org community. Our case studies only hint at the exciting and important work going on in their respective organizations.
It's always a privilege to work with the great team at O'Reilly & Associates. Years ago, Lorrie LeJeune helped bring information architecture to the attention of O'Reilly. Little did she know she would wind up editing the second edition! Lorrie has patiently prodded, encouraged, and threatened us as any good editor must do. Endless thanks to Lorrie, her colleagues, and the entire production crew at O'Reilly.
We'd also like to thank Myra Messing Klarman and Jess McMullin. When words weren't enough, they helped us express ourselves visually. Speaking of the inadequacy of words, we can never fully express our appreciation and admiration for our wives, Susan Joanne Morville and Mary Jean Babic, who patiently supported our labors, and reminded us that there would indeed be light at the end of the tunnel. Finally, we are particularly indebted to you, the information architecture community. We're glad to be here with you at the start of something big.
--Peter Morville and Louis Rosenfeld
Ann Arbor, MI, USA
August 2002