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InfoCamp Seattle 2013
Michael Adcock

@adcockm

#FringeIA

#infocampSEA
Sketchnotes!

http://www.flickr.com/photos/26536462@N06/8625582734/

@adcockm

#FringeIA

#infocampSEA
Understanding IA

http://si658.danklyn.com/Class-5-Fall-2013

@adcockm

#FringeIA

#infocampSEA
Understanding IA

http://understandinggroup.com/2013/07/presentation-at-uxpa-2013-understanding-information-architecture/

@adcockm

#FringeIA

#infocampSEA
Understanding IA

http://understandinggroup.com/2013/07/presentation-at-uxpa-2013-understanding-information-architecture/

@adcockm

#FringeIA

#infocampSEA
#ReframeIA
at the 2013 IA Summit

“Architect” vs. “Builder”

“Meaning”
(Do we discover it, create it, or both?)
http://lanyrd.com/2013/iasummit/sccpbp/

@adcockm

#FringeIA

#infocampSEA
IA as Scientific Discovery
“Discovery should come as
an adventure rather than
as the result of a logical
process of thought.”
- Theobald Smith

http://archive.org/details/artofscientifici00beve
@adcockm

#FringeIA

#infocampSEA
IA as Scientific Discovery
"...intuitions always appear at
the fringe of consciousness, not
at the focus.“
"...the great scientist must be
regarded as a creative artist and
it is quite false to think of the
scientist as a man who merely
follows rules of logic and
experiment."
http://archive.org/details/artofscientifici00beve
@adcockm

#FringeIA

#infocampSEA
IA as Scientific Discovery
“…the most difficult
mental act of all is to rearrange a familiar bundle
of data, to look at it
differently and escape
from the prevailing
doctrine.”
- Professor H. Butterfield
http://archive.org/details/artofscientifici00beve
@adcockm

#FringeIA

#infocampSEA
Tools and Structures
Tools for discovering Meaning
yet
Structures to create Context

@adcockm

#FringeIA

#infocampSEA
A quick example…
As some of you may know, I’m a
mashup fanboy.
I commissioned Titus Jones to
produce a mashup for this “Fringe
IA” session.

@adcockm

#FringeIA

#infocampSEA
A quick example: feedback

@adcockm

#FringeIA

#infocampSEA
A quick example: feedback
“This was awesome... I love when you do shit
like this... something I would have never
thought of. That's a very powerful tool for audio
collaboration. It would be cool if different
people/users could add comments (almost like
soundcloud lets you select a time in the
track, and add your comment?) Regardless
though... I really liked being able to read your
feedback at each point in the song. Very cool. ”
- Titus Jones
@adcockm

#FringeIA

#infocampSEA
A quick example: presentation

@adcockm

#FringeIA

#infocampSEA
Ok, but what do I do at work?

@adcockm

#FringeIA

#infocampSEA
I’m here:

@adcockm

#FringeIA

#infocampSEA
Company Background
• SaaS solutions for
libraries
• Electronic Resource
Management
• Bibliographic &
publisher metadata

@adcockm

#FringeIA

#infocampSEA
Our Goals
•

Relationship Management
•
•
•

•

Advise and Assist
•
•
•
•
•

•

Advocate for clients
Advocate for internal departments/groups
Advocate for a solution

Offer historical perspective
Treat problems as a means of discovery, not a way to impose a
solution
Connect people to subject matter experts / tools / information
Research and provide answers
Facilitate understanding

Be Proactive
•
•
•

Make it easier to handle similar problems in future
Anticipate and solve before clients even ask, escalations occur, or a
crisis happens
Ask/answer better questions of the data/information we already have

@adcockm

#FringeIA

#infocampSEA
Our Backgrounds
Nancy

Michael

•

•

Joined Serials Solutions about a year and a half ago

•

Was a software engineer for 10 years doing all sorts of
stuff using all sorts of programming languages

•

Earned an MLIS degree from UW in 2008

•

Has held project management roles and UX designer
roles

•

Currently identifies as an information architect, is very
active in the IA community, and sometimes speaks at
conferences

Has been at the company “forever”, and built up the
Support group

•

Worked directly with folks all over the company, and
mentored several people

•

Knows about a lot of the weird issues that our products
and services have (historical knowledge)

•

•

Knows who knows what – if she doesn’t have the
answer she can often point you to someone who does
(connector)
Seasoned in customer support and management

@adcockm

#FringeIA

#infocampSEA
Fine, but what do I do at work?
Here’s an example:
Given nearly 1000 client configurations stored
in multiple XML and JSON files, “migrate” the
information over from an old technology to a
new implementation.

@adcockm

#FringeIA

#infocampSEA
RTA Migration
Oh, and by the way:
Some files are for legacy/inactive clients.

@adcockm

#FringeIA

#infocampSEA
RTA Migration
Oh, and by the way:
Some files are for legacy/inactive clients.
Some files are for trial/demo clients.

@adcockm

#FringeIA

#infocampSEA
RTA Migration
Oh, and by the way:
Some files are for legacy/inactive clients.
Some files are for trial/demo clients.
Not sure how many clients must be migrated.

@adcockm

#FringeIA

#infocampSEA
RTA Migration
Oh, and by the way:
Some files are for legacy/inactive clients.
Some files are for trial/demo clients.
Not sure how many clients must be migrated.
It’s NOT a matter of “mapping” or “copying”.

@adcockm

#FringeIA

#infocampSEA
RTA Migration

So, um… yeah. Can we do that?

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Approach
We needed a tool to help us understand.
Something that could put all this stuff in a
meaningful context.
I decided to use a
TiddlyWiki,
and build onto it.

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

Under the hood:

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

@adcockm

#FringeIA

#infocampSEA
RTA Migration: Resulting Tool

@adcockm

#FringeIA

#infocampSEA
Other tools: Google Refine

@adcockm

#FringeIA

#infocampSEA
Other tools: Gephi

@adcockm

#FringeIA

#infocampSEA
Other tools: Gephi

@adcockm

#FringeIA

#infocampSEA
Other tools: Gource

http://code.google.com/p/gource/

@adcockm

#FringeIA

#infocampSEA
Other tools: D3

http://d3js.org/

@adcockm

#FringeIA

#infocampSEA
Other tools: RAW

http://raw.densitydesign.org/

@adcockm

#FringeIA

#infocampSEA
Final Thoughts
Freedom to experiment and play is needed.
Sometimes we need to be tool builders to
solve certain problems.
We could learn some things from the realm of
scientific discovery.
@adcockm

#FringeIA

#infocampSEA
Thanks!
"What you must
understand, is that as
scientists we must embrace
every possibility. No
limitations, no
boundaries, there is no
reason for them.“
- Walter Bishop
U.S. Army Research
Headquarters, 1986

@adcockm

#FringeIA

#infocampSEA

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Fringe IA (InfoCamp Seattle 2013)

Notes de l'éditeur

  1. In my session we'll take a look at experimentation, tool building, and discovery in IA and some related examples from my own work.
  2. This is the 2nd time I’ve done this – the first was at the IA Summit in Baltimore this year. But you guys have the added benefit of Veronica Erb’s awesome sketchnotes from that earlier session!http://www.flickr.com/photos/26536462@N06/8625582734/
  3. First I need to set some context. What do I mean when I say “IA”? I’m going to borrow from some IA thinkers here...Wurman quotes from Dan Klyn’s Information Architecture course: http://si658.danklyn.com/Class-5-Fall-2013
  4. Jorge’s complete post: http://www.jarango.com/blog/2013/06/28/for-the-world-wide-web/From Dan Klyn’s presentation at UXPA 2013 – Understanding Information Architecturehttp://understandinggroup.com/2013/07/presentation-at-uxpa-2013-understanding-information-architecture/
  5. From Dan Klyn’s presentation at UXPA 2013 – Understanding Information Architecturehttp://understandinggroup.com/2013/07/presentation-at-uxpa-2013-understanding-information-architecture/
  6. Organized by Andrea Resmini and friends – a book is in the works!Information: http://reframe-ia.orgSlides: http://lanyrd.com/2013/iasummit/sccpbp/
  7. I stumbled onto this incredible book recently, published in 1957, and I think it relates as much to IA as to science.
  8. WhileBeveridge was attempting to get people to recognize the (necessary) art in science, I think we should probably consider the reverse in the IA world – the (necessary) science in IA!
  9. I’m not talking about the generally accepted notion of information science. I’m talking about applying some of the concepts of scientific discovery to information architecture. I’ve tried to be mindful of these ideas in my own work, and I encourage you to read and ponder this book. Plus, it’s completely free to download online!
  10. I feel like we’re lacking a bit in the “tools” area. I don’t mean things like Omnigraffle, Axure, or the Adobe products. Those are more general purpose tools. I mean the kind of tools we make while we’re figuring things out. They might be temporary, or maybe they grow into something more generally useful. Scientific discovery relied on all sorts of homemade apparatus, and I think we could benefit from something like that too. An example might be Dan Klyn’s performance continuums.(http://www.slideshare.net/danfnord/determining-what-good-means-ux-strat-2013)
  11. While working on it, I felt like we needed a better way to discuss parts of it. Email didn’t seem good enough.
  12. Found an HTML 5 example, hacked it a little, and used it to annotate the mashup and share my feedback.
  13. Titus was thrilled. But something to note: I didn’t tell him what I was going to do before I did it. I wasn’t even sure if I could get something together quickly and with minimal effort. When it was nearly done, I pointed him to it.
  14. Also, though I didn’t have it in mind at the start, this turned out to be a nice presentation tool, after I removed the comments.
  15. In Fremont, actually.
  16. Open positions: http://www.serialssolutions.com/en/about/careers
  17. The configuration info defined how to pull real-time availability information from each library’s catalog system. That’s lets us show whether the book (or other resource) is checked out or not. Also, I chose INFORMATION (and not data) here for a reason that you’ll see later…
  18. We needed to understand relationships among the configurations, estimate how long the work would take, track progress, and so on… Can’t get that by manually reading/editing thousands of files!
  19. I was familiar with Tiddlywiki technology since I used it to create a simple thesaurus (or taxonomy) creation tool back in grad school. It’s like a database…
  20. Used a Perl script to place the data into the Tiddlywiki. It provided summary info; timeline at right; links across top that slice and dice the configuration in different ways; ALL DATA DRIVEN and dynamic.
  21. Since I had all the GIT repository information, were the configurations were stored, I used the information about changes to show recent churn.
  22. Tables (sortable) and graphs were already available to tiddlywiki via plugins. As long as I put the data in the right format, this stuff just magically worked. And it helped me play with the configurations to better understand and group them.
  23. The code to make it happen as pretty simple. This is how the pie chart was defined – most of the code there is the data itself.
  24. There was a view into each client too. With links to the related config files. Similar config files that had already been migrated were listed, and I added a simple process with some checks that I could run through to do the migration.
  25. Again, through a plugin (with some minor tweaks), I added visual diffs between the files, all inside the tiddlywiki.
  26. Tiddywikis also offer fast and powerful search, which can be expanded further with a plugin. I didn’t have to do anything to enable it except put the configuration information into the Tiddlywiki.
  27. The last thing I added was a color coding mechanism. As I learned more about the similarities between config files, I added some code to identify and group the configs based on certain properties. Then I could given each group a unique hash (ID) and assign a color. Made it easier to work through them in similar chunks.
  28. Google Refine is a great tool for cleaning up information in spreadsheets, and for finding patterns in that information. It can generate facets in data on a given column, and support lots of useful discovery and cleanup options.
  29. All you need is a simple spreadsheet (CSV file) in a certain format (nodes, edges) and you can generate visualizations like this.
  30. It also makes really pretty things. 
  31. Gource was created to visualize changes to source control systems over time. But it just takes a certain format of CSV or spreadsheet. If you can get your data in the right format, you can see changes over time in just about anything.
  32. Lots of galleries with useful examples that can be adapted (with some Javascript coding). Don’t have to make your own from scratch.http://d3js.org/
  33. “…it is a sketch tool, useful for quick and preliminary data explorations as well as for generating editable visualizations.”http://www.densitydesign.org/2013/10/raw-the-missing-link-between-spreadsheets-and-vector-graphics/