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Monday, March 07, 2005
 
Information Architecture and Alzheimer's Disease @ IA Summit

I am at the Information Architecture Summit in Montreal, blogging the sessions I'm attending. Other people are blogging the summit.


Information Architecture and Alzheimer's Disease: Using IA to Improve the Lives of Those with Impaired Cognition


D. Grant Campbell, Jacquelyn Burkell

[SP: Robert Paterson: read this!]

D. Grant Campbell: You know, babyboomers are getting old. Many of us are getting old. We are getting old. Many of us. Now I don't care about the next generation, but somebody's gotta take care of me when I grow old.

Problems: the number, the duration, the cost. The skills. What I'm not seeing and needs to be addressed is what happens when my generation gets to that age. The problems of a technologically literate generation. My mother never learned to use the net and will not; I, however, know how to use it and will not want to give it up. The dependence. The need. There is an undeniable need for maximum independence and for assistance (medical, financial, shopping, networking), and for contact.

Alzheimer's disease (AD) patients can be very enthusiastic bloggers and email users, and their journals can be extremely important to them and to those who are coming to terms with their disease.

Three questions. Neuropsy, caregiving, and medical research connections. How do Alzheimer's patients differ from others in their ability to recognize and use categories and labels? Can informational websites that cater to elderly information users be designed to facilitate these characteristics? Are the categorization needs of AD patients consistent with those of non-AD patients? When my mother became ill, she bought herself a kettle that automatically turns itself off. I was an instant convert. I would love to say that if we can find ways to design sites that are good for Alzheimer patients it would result in sites that are better for the general population. However the evidence I have so far is inconclusive.

Declarative memory is accessible to conscious awareness ("explicit memory"). Episodic memory is connected to sensory experiences. Semantic memory is the memory for specific facts. It tends to have limited sensory reliance and is rather fragile. Non-declarative memory is implicit memory.

What is retained in early/mild AD? Sustained attention - you can retain a thread of thought. Procedural memory is very robust, in particular musical ability, which seems to hang on for very long. There was a person who could play the trombone to the day of his death, though you had to hold it to his mouth. One lady lost motor ability, but her musicality and ability to play the piano did not change at all. This may be significant; we don't know as of yet how much of our ability on computers is procedural. Reading and auditory comprehension is retained. Capacity for conceptual knowledge, figurative language, grammar (not spelling), social skills are retained.

What is compromised? Selective and divided attention is compromised. Selecting something that is relevant among a range of options. Extracting signal from a background is difficult. Episodic and working memory is affected. Also, semantic memory - free recall of words, categorization (naming entities, assigning them to categories, using hierarchies).

Here's a snapshot of a page in the Google Directory. This would be challenging for an AD person. MedlinePlus is hard too.

In AD, familiar names are over-extended to similar entities. E.g. "dog" refers to cats and rabbits. There is a bottom-up degeneration. "German shepherd", the specialized labels is lost first. Then more general labels like "dog". Very general terms like "animal" are actually lost last, even if they were learned later in life.

The theory of parallel developed processing has suggested that the reason for that is that the mind can be modeled as an information space. When the person has a concept triggered to them, that sends a signal to the brain. The effect to the brain of dementia is to spatially dislocate associations. What researchers argue happens is that this noise affects more general categories last because the space they occupy is large enough that a good amount of damage is needed before they are "knocked out of orbit" into another category's space. That goes counter to our intuition - we would expect the categories that were learned first, not those that are the most general, to be lost last.

There is a shift from semantic categories to perceptual categories. Controls favor semantic associations, while ADs will associate based on shape, orientation, color - e.g. associating a carrot with similarly shaped rocket rather than a bunny or potato.

I'm cautious about the last effect, I've only found it in one study. There is a shift from prototype-based categorization to exemplar-based categorization. If you have the concept of dog you tend to have in your mind a prototypical dog, and you assess categories based on closeness to the prototype. AD patients tend to group things according to perceptual similarity. Paradoxically the ADs may deal much better with very distortioned images. This could be significant for our use of icons. There was an AD who kept going through a door with a big red "stop". when asked why, she said "it means I have to stop, and then go." She didn't see it as the prototype of a general prohibition.

Possible solutions. Facilitate movement through hierarchies. Explode terms to give the items below. "The mutated synonym ring". If you have an inability to make distinctions at a specific layer, what you may need is maybe a synonym ring that takes "dog" in and suggests "cat", "horse", ...

The "theory theory" approach to semantic cognition of Rogers and McClelland. Cognition involves 1. use of naïve categories; 2. context-sensitivity; 3. the cause-and-effect conditions of a particular scenario or domain.

From the caregiving literature: "Caregivers could use this mantra: no Alzheimer communication is meaningless." ADs retain a strong sense of purpose.

Where is this leading us? To the use of tagging systems, possibly based on RDF; the harvesting and organizing of resources based on locally-defined tasks and purposes; locally-established domains of services, caregiving and social structures. Seeding the information with very local combinations and groupings.

And I really hope it works.

Q. (Leanne Bowler, McGill U.): Where does this fit within your research agenda?
A. My primary focus is the semantic web. This is a sidetrack arising of a family situation.

If RDF attains prominence, it will result in the ability to reuse information. The voice in the back of my head tells me that we may end up creating our own divisions and ideological rifts in RDF. [SP: No doubt about it, if you ask me.]

Gordon's AD blog and website

What do you think? []  links to this post    5:56:21 PM  
Creating the Experience: When Does Empowerment Become Oppression? @ IA Summit


[This talk is about increasing flexibility for users of content management systems (CMSes). Not sure whether the oppression term is really the right one here.]

Rosalie Ehrlich: First two phases of content management: 1. Webmaster; 2. Templates.

AIfIA CMS survey: If you could make one significant improvement to CMSes, what would it be? Answer: FLEXIBILITY.

Because we can identify needs now, but we can't always identify future needs...

Stewart Brand on a design problem: Buildings are designed not to adapt. Ultimately they do, but not well.

Theory of meta-design. Systems must 1) Evolve, therefore can't be completely designed prior to use; 2) Be designed for evolution; 3) Evolve at the hands of the users.

Phase 3 of content management is components and layouts - maximize flexibility through use of components that can be combined into various page layouts. We can create generic components.

Kevin Roberts: You've got three seconds to impress me. People develop rapid navigation patterns. One of the behavior efficiency strategies is to examine the look and feel of a site to evaluate credibility. cf. Stanford credibility.

Nielsen: Users are not designers. Designers are not users. Not! Users may act as designers. We need to move towards this. We need to think about the skills involved in those roles.

Empowerment: ability to keep site fresh, opportunity to innovate, learn and use new skills, feeling of ownership. Oppression: could necessitate more time to manage, uncertainty about whether the layout works, requires time to learn.

Urban planners struggle with evolving cities: What creates the essence of a city? How best to serve its inhabitants?

Look at New York. First unplanned, then planned grid, build upward (skyline symbolizes the city), accidental occurrences and serendipity.

Berlin. Unplanned, then controlled by the kings who needed to ensure that no building was higher than their palaces, then contained, then controlled to keep the European flavour.

To create a CMS that provides enough flexibility without overwhelming users: 1) gather requirements and evaluate - how many people will use the system, how committed are they to managing the content, is the publishing process centralized or not, what is the approval process, how far in advanced is content planned, does the organization encourage innovation? 2) Perform a content audit 3) Determine cost 4) Design

Thank you.


Comment (Jorge). Wikipedia is to the city what corporate websites are to Disney world. Masterplanned cities.

Comment 2. The city metaphor breaks down for CMSes. Users contribute content, not structure. Maybe it's more like a house where you get to paint corners.

[By the way, this talk takes place in the poster room. I notice IAs make killer posters as compared to what you usually see in poster sessions].
What do you think? []  links to this post    5:22:28 PM  
Implementing a Pattern Library in the Real World @ IA Summit

[SP: Very interesting session on knowledge sharing across organizational boundaries through a pattern repository.]

A Yahoo! Case Study

Erin Malone, Matt Leacock, Chanel Wheeler



We have a paper in the proceedings that provides more detail on what we'll talk about today.

Is there anyone who doesn't really know what a pattern is? It's a "Reusable solution to a problem in a context", as Christopher Alexander has described it in the field of architecture. You can use that for other things like interaction design.

We are a siloed organization. Our people sit in different places. Not a lot of knowledge sharing going on. What is the standard for X, is there a convention? What are the other folks doing? Is there a way that they can learn from others so they don't have to reinvent the wheel? It's haphazard right now. There's about 120 people in the user experience design teams asking questions. The company figured that it's pretty inefficient. My predecessor and boss recognized the org had grown too large and we got a central group to build a common repository. We found that having the money to be dedicated to it rather than do it in our spare time means it actually gets done.

There's value in the brand and the networkedness that comes from working from a common knowledge base. Our pattern library supports this.

I used to work with an internal group to build an intranet. We didn't want to go around begging for money, so it needed to be cheap. [php, movable type, drupal, other logos pop up] We wanted it scalable [some logos go away], customizable and extensible, easy to use (unlike coders, designers are a fickle bunch) [some other logos vanish], and conducive to collaboration. A bottom-up feel to it. Categorization. The answer was Drupal. It has broad functionality, blogs, calendar, strong taxonomy system. Active developer community - I want to do as little work as possible. There's a new version about every four months. It has a very abstracted engine. It's not the greatest at everything, but the taxonomy part is very strong.

Pattern Library Workflow. One of the first things was to work on the patterns first. I was very influenced by Stewart Brand's Shearing Layers model. You can look at IA in a similar way. The yahoo.com URL doesn't change often, other aspects change more quickly.

We bribed designers with lunch and cookies on the campus. We got wireframes made. Findability: first, an index. Drupal has parent-child relationships. This wasn't really scalable. We wanted a categorization scheme. We did about 20 attempts at a priori categorization, but it was hard without having any content for starters.

Each pattern has a pretty structured format. [...]

We came out with a ratings scheme, to assess not really the quality of the pattern but whether you should be using it. Levels were: Avoid (anti-pattern); Exercise Caution; ... Proven Performer; the Yahoo! Way.

What we learned. Don't let the technology define your process. Also, treat this like you would any other product development. Paper prototyping, get to know how people use it. Use a blog or a wiki, something rudimentary to see what emerges, and then go towards something more rigorous.

It's really important to make the content consumable. I tried to take the mystique out of the pattern writing process. At one end you had people who were afraid or doing it, on the other end some people would put out 30-page novellas.

How a designer in a hurry reads a pattern: reads Solution, and looks at the Rating. Those are above the fold. The rest is yadda yadda. The Rationale helps back up designs for project teams.

Everybody gets a warm fuzzy feeling in contributing to the group. But this motivation can vanish in the presence of deadlines. We did a raffle for an iPod to incite contribution. Community recognition for quality & quantity of work. We tied it in with people's quarterly goals.

Another thing. You need your content to be credible. Don't invent. We have people who are rolling out solutions and testing them out. We want to capture proven solutions. It's a grassroots thing, it doesn't come from an ivory tower. The review process matters. Who rates? If anybody can rate it's problematic. We drew representatives from across the business. We put in safeguards, results don't show up before we have enough votes, we have secret ballots.

It is very important to define and operationalize roles. We have a librarian, content authors, reviewers, an evangelist. It's also important to communicate. We've been extremely transparent about what we're building and what our motives are so people don't feel it's been shoved down their throats. We did lots of roadshows to all kinds of people.

You have to repeat the message that people should visit and use it, that new patterns come up often. If you build it, will they come? Don't count on it. This is not a static site. It's alive. You want to come back. That's the message.

The champions will help you, write the patterns, propagate their use. People who are in pain, dealing with four roles, need to learn about how this can help. This matters to our international teams especially, as they have limited resources.

We make a subset of the information available for our vendors.

What didn't work? I've been at the company for 11 months. There was an initial push for using technology. Before I came in they had hired an outside consultant to write a pattern library. This guy didn't actually come in to interview the designers to see how they work. His approach was very top-down, academic, and we had to throw it all away.

Things we haven't figured out. Trying to pull representatives from different divisions to review patterns was hard. There was the "You have been CHOSEN to be a reviewer!" idea that didn't work very well.

Successes. We have 55 patterns right now, written by interaction designers and researchers. 12 have been reviewed and 12 are under review. About 120 are in the review queue. This tool is being used by design teams across the world. We implemented comments on the patterns. Some patterns have become hubs to discuss design. That's good because it means people who are in different businesses or locations talk to one another, builds a sense of community. It has been more successful than free forums, because it provides a focal point for discussion.

People talk about having gone to the pattern library. It gets used. The last indication that this has been really successful: three locations have hired people to translate the patterns.

We want to build a code library with CSS, a visual asset library because nobody knows where they are. In the end we may have packaged toolkits. Teams with small resources can pull stuff off the shelf, it frees their time to spend on the harder problems.

Q. Timeline?
A. Months.

Q. Is it prescriptive?
A. No. People make the call.

Q. (me) Monitoring is RSS or email or both? How about Yahoo! leading an open effort in this area?
A. Email right now. I'd love to open it up. It has to go through legal though.

Q. Standards vs. patterns vs. guidelines vs. best practices - what's the difference?
A. Patterns can be cross-referenced. You can have one big pattern that references other dependent patterns.

Q. Editing workflow?
A. Submissions are published pre-review. The editing is ongoing.

[SP: This is important work. I hope they find a way to open this effort to the outside world.]

What do you think? []  links to this post    5:18:24 PM  
Practical Global Information Architecture @ IA Summit

Peter Van Dijck, Jorge Arango, Livia Labate

[SP: these notes are kinda sketchy]

Peter: We thought about global websites and websites all over the world. We've been talking with practitioners. It's a really deep subject and there's lots going on.

We've been looking at the wide range of IA, things like "can you translate a taxonomy"? Culture, George Lakoff, people have different categories. Strategies. Methods like our IA practices, how do they work in a global setting. I know a lot of you have really good experiences and stories - let us know. Let's concentrate on IA - we don't really want to focus on charsets or on interaction design.

Livia: We had an internationalization BOF yesterday. The localization industry is strong.

Jorge: Somebody told me "We're moving to 26 languages in one year"

Peter invites the floor to talk.

Comment 1. (Peterme) We've been thinking about centralization vs. decentralization. The poor shmucks are going to have to deal with what the core folks put out. the HQ people think they can do it centrally and just translate outward.  The global sites are essentially marketing and sales sites. For me the concern is, I get very nervous assuming that all cultures can follow one uniform architecture.

1b. You have evergreen and deciduous content. Evergreen can be centrally designed and translated, while deciduous should be dealt with locally. It's a spectrum. Maybe think about content groups within your system to bucket things.

1c. If they have local offices you should get them involved in the process.

1d. (Livia) Centralized vs. Decentralized, and top-down vs. bottom-up. (Peterme) it seems to come down to cost. (Livia) If the org you're dealing with has made a decision, you'll have to compromise.

2. (James) In North America and Japan we have large markets. Moving to Greece or Bulgaria, where the market is 1/10000 the size, we have to scale down. The people can't necessarily do it all.

PeterVD: Okay, who has learned something that they can share?

3. Contrast Asia with Europe. You need to acknowledge that some variation will occur in your IA. What you wind up with is a fairly static tree where the changes occur at the leaves. I wouldn't count on your navigation being perfect globally, but as a first step you can go that way.

4. We are implementing a global intranet. The navigation is fairly static, but the content is locally created. Maybe we should ask if the navigation suits everyone. We haven't.

(PeterVD) You can enforce standardization, but people find workarounds.

5. I helped make a site about i8n for a very large multinational org. The culture of the company overrode the local cultures. (It was a mixture of tech and non-tech people.)

6. Several people report that when there's specialized activity you often don't find cross-cultural variation.

7. People will often say up front that they're different. But we've implementing something uniform, and it worked.

8. (Jorge) We have to distinguish between functional and optimal, though.

9. We talked to people in China, Japan, Korea and India. In our domain, we didn't see a difference between the tasks they wanted to do. This made it easier to do it in English, then translate.

10a. In my anecdotal experience, Western folks seemed to have a top-down vision, while the Japan folks were very bottom-up. They didn't want to start from the abstract but rather from the details.

10b. It's very interesting to compare the English and Arabic versions of arabia.com.

11. (Peter) I'd like to highlight that we have a lot of second- or third-hand information. Maybe we need more first-hand insight.

12. Having lived in Northern Canada for many years and gone to Asia, I've been wondering if our validation techniques really work. In Japan if you ask a direct question there is an overriding politeness where people will say "yes" when they actually mean "no". I wonder if people have worked on adapting test methods.

13. I know of one instance where testing procedure failed to the point that one of the subjects broke down and cried.

14. It's very important to have a bilingual person to bridge, both for design and collaboration, expectation-setting reasons.

15. At a strategic level having someone who really understood the local culture is superior to using a straighforward usability test - they make the assumptions come out.

16. (Jorge) Everyone belongs to several cultures. Everyone we design for belongs to the Internet culture. Working with someone who doesn't belong to Web culture can be very frustrating.

17. (Rashmi) I agree, the early adopters have a common culture.

18. Brazilians preferred English to straight-Portuguese (non-Brazilian) translations.

19. A lot of our local websites we have a large credibility gap. The translations are poor, or there's less content. We see it because people route around them, they prefer going to the US website.

20. Price is a big issue.

21. (Jorge) horror story. I bought computers on a local site and got a call a week later asking if I was aware that I'd have to pay for shipping from Miami, which is where the computers were being built.

22. (Peterme) Cultures are becoming transnational. As a San Franciscan I may have more in common with someone in Montreal.
What do you think? []  links to this post    9:16:56 AM  
The Process of Curriculum Development for Information Architecture @ IA Summit

I am at the Information Architecture Summit in Montreal, blogging the sessions I'm attending.

Panelists: Thomas J. Froehlich, David Robins, Don Turnbull, Andrew Dillon, Nancy Kaplan, Peter Morville

[SP: this is a partial transcript.]

Thomas Froehlich, Kent State U, LIS/IA/KM program: Curriculum Planning Process at Kent

Our program started about 6 years ago, when I raised my hand at a meeting. It's been going downhill since. (Or uphill, depending on your perspective.)

We offer a Masters in IAKM. Interdisciplinary degree, can enter from any undergrad degree because the core covers the foundations pretty well.

Core courses:

IAKM 60001: information literacy (e.g. search engines, commercial databases, searching skills, knowledge organization)
IAKM 60002: metadata, controlled vocabulary, semweb, ontologies etc.
IAKM 60003: Information Design in the Digital Age
CS 61001: Structure of Computer Science - as interesting as the title. We'd like to get rid of it.
IAKM 60005: Information Technologies, management viewpoint
IAKM 60006: Strategic Info Managment
ECON 62015: Economics of Information
+ one Research Methods Course

I was promised 5 faculty members and got 0.5. Without SLIS our idea would have just died, but the SLIS Director was generous. We are housed in SLIS.

We had freedom to be creative in setting content, unencumbered by faculty turf wars or proprietary claims. But interdisciplinarity makes it hard to control content.

Content sources to define the curriculum: Analysis of job ads, AIfIA survey of competencies, advice and blogs of field pioneers and leaders (Morville, Rosenfeld, Merholz, Wodtke, etc.)

Issues: avoiding excessive redundancy throughout the course set, ensuring that a wide variety of skills and software packages are included. Serve prospective consultants as well as future large team leaders. Anticipate future trends. Find adjuncts. Course waivers.


Peter Morville

I occasionally teach at UMich, where I got my degree back when the school still had "Library" in its name. We use the polar bear book. It's fun for students to see their project work being put to use in the real world.

That's all I have to say about IA in education. So I thought I'd play troublemaker here.

In the world of practice we've had endless, agonizing arguments in defining IA. the polar bear book has four definitions. Some might say this is "wishy-washy" or "flip-flopping". I'd call it an act of diplomacy.

I wrote an article called "Big Architect, Little Architect" and it got me a lot of flak. Here's JJG's (in)famous diagram of the elements of user experience. It helps people understand all these different disciplines and how they fit together. A few rebel IAs refuse to live inside Jesse's boxes. Peter Boersma: "Big IA is now UX". In practice, yes, but in academia, I'm not sure.

When we look at sister disciplines (Interaction Design, Knowledge Management) it gets messier. I'd argue that understanding organizational politics is absolutely essential to success in IA practice. Same with understanding marketing. (Note that marketing people will likely object to marketing being a component of IA.)

I'd like us to move beyond this and take "findability" as the encompassing umbrella - School of Findability sounds good.

The community of Information Architecture is much larger than the community of Information Architects - many non-specialists are interested in our field. The IA Institute is important, its job board is active and matters.

I'm biased. I've consulted to many large corporations, but there are other places where IA is practiced.

Peter praises the "Non-Designers' Design Handbook".

Remember that we're defined also by what people ask us to do. I'm often asked to develop interactive sites, online communities, things that are not my core focus.

It's fine that the first generation of IA was self-educated, but I think for the next gen it will have to be at least partially done the traditional way. I think that in this applied field it's absolutely critical to have a close connection between academia and practice/business. Thank you.


What do you think? []  links to this post    9:06:07 AM  


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