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Information Architecture in the real world. Paul Arellanes [email protected] [email protected] What you have covered so far…. Rich internet applications Database driven websites Content management systems XML and semantic web IA considerations for videos

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Information architecture in the real world

Information Architecture in the real world

Paul Arellanes

[email protected]

[email protected]


What you have covered so far…

  • Rich internet applications

  • Database driven websites

  • Content management systems

  • XML and semantic web

  • IA considerations for videos

  • Information visualization

  • Architecture and designing for accessibility

  • Social bookmarking

  • API (and IA)

  • Mashup


Paul Arellanes ([email protected])IBM Power Systems Hardware and SoftwareInformation Architect and Strategist

1999 - 2006

2004 - 2006

2004 - 2010

2006 - 2010

1999

1999 - 2002

2002 - 2004

Lead Writer –

AIX Installation information

AIX Security information

Developer in AIX Installation team

Information Architect

IBM Power Systems

hardware and software products

BS Computer Science & BS Math

New Mexico State University,

Las Cruces, NM

  • Technical Mentor

  • IBM Technical Customer Advocate

  • IBM Patent review board

joined Information Development team to create the Task Analysis methodology

Joined IBM

Taught classes to IBM Service and Support personnel; IBM Business Partners


Role of the ia
Role of the IA

  • During Fall Plan, review Line Items and ensure ID estimates are valid. If no ID estimates are identified, then work with Line Item owner to ensure whether ID work is needed.

  • Review additional Line Items that come in after Fall Plan and ensure ID estimates are valid. If no ID estimates are identified, then work with Line Item owner to ensure whether ID work is needed.

  • Review PCRs, RFS's, PMRs, critsit/high-severity defects that cause a change in plan to the information strategy for a project.

  • Determine the information strategy for a project's product documentation needs (i.e. infocenter content, Helps, hardcopy, eLearning, release notes, distributed media content, ESP content, OEM content, embedded content, support center content, etc)

  • Provide input and status to ID project manager on overall schedule, risks, and dependencies.

  • Work with Lead Writer (or writers) to understand what the information design is for a given project.

  • Provide input to ID Translation Planner on translation schedule, risks, and dependencies.

  • Work with UCD/UX focal points assigned to project. Update the project information design based on UCD/UX activities.

  • Read initial development design docs. Create initial skeleton IA information design. Post to Wiki.

  • Review initial skeleton IA information design with development architects, development leads, etc. Work through questions and comments on the development design docs and the initial ID design.

  • Review updated IA information design with development architects, development leads, etc. Work through questions and comments on the development design docs and the initial ID design.

  • Work with Lead Writer to determine how to efficiently work on the IA information design.

  • Update IA information design with comments / questions from developers, service, RAS, test, ESP, UCD/UX, and other project stakeholders.

  • Work with writer(s) assigned to project. Update initial design with comments / questions from writers.

  • Work with writers on content navigation, content organization, task-based writing, titles, preparing content for content builds.

  • Attend regular development status meetings (usually weekly). Update information design as appropriate per development plan changes.

  • Work with Build and Tools Architect (BTA) to determine how new projects are set up for source control, content builds, content delivery, content publishing, and content updates. Work with BTA to determine if currently existing projects are impacted by changes based on new projects.

  • Help identify gaps/deficiencies in writing process. Help identify gaps/deficiencies in content building, delivery, publishing processes. Provide input as requirements to build and tools team.


What else do i do
What else do I do?

  • User interface design

  • Graphic design

  • Software development

  • Usability engineering

  • Content management

  • Knowledge management

  • Translation planning

  • Accessibility planning


My toolbox
My toolbox

  • DITA-XML

  • XHTML, PDF, TROFF, XML, RDF

  • CSS

  • Flash,

  • Visio, OmniGraffle, Wiki, PowerPoint

  • javascript, Perl, PHP, MySQL, shell script

  • Grep, awk, sed, regular expressions

  • Eclipse Help System

  • Drupal, iPhone, iPad


Additional skills

  • Linking strategy

  • File naming conventions

  • Titles / short descriptions

  • Structuring, organizing, and labeling, managing, finding


Developing a task flow
Developing a Task Flow

  • Define users

  • Define competition

  • Define Usability Focus Areas

  • Define Customer Task Focus Area – in / out scope

  • Create Task Flow Diagram

  • Create General Scenarios

  • Create Specific Scenarios from General Scenarios

  • Conduct / create content inventory

  • Store project designs


1.Define users

  • User group 1 – Real Customers

    • Global - all markets

    • Current and prospective customers

      • Medium and large customers – MLx

      • Small Medium Business (SMB) – later in year

  • User group 2 – User roles

    • HW and SW installers (IBM and Customers)

    • System administrators, network administrators

    • IT planners and IT management

    • Service and support staff

  • Users change as the end to end task flow proceeds


2.Define Competition

  • Outside competition

    • Based on the Marketing Plan

      • Refer to marketing section in business plan

  • Inside competition

    • Prior deliverables: (ie. Previous IBM server product targeting the same market)

    • Collect comparison data against previous IBM server product


3.Define Usability Focus Areas

  • Gather Requirements

  • Evaluate competition

    • Not part of plan scope, except as noted on previous chart

  • Evaluate design (iterative)

  • Test implementation for usability

  • Conduct Survey (post GA)

    • Marketing does this – Customer Sat for usability

    • 90 day call back input

    • Service and support feedback


4a.Define Customer Task Focus Areas - In scope for project

  • Plan for purchase

  • Order

  • Plan for arrival of order

  • Receive, setup

  • Configure, configure virtualization options

  • Install OS

  • Set up for service

  • Install fixes

  • Manage system(s)


4b.Define Customer Task Focus Areas -Out of scope for this project

  • Managing the environment, hardware and software

    • VSM, IBM Systems console, …

  • Maintaining hardware and software over time

  • Upgrading



6 create scenarios
6. Create Scenarios

Assumptions: This version assumes a System Plan to deploy


7a ibm server deployment scenario
7a. IBM Server Deployment Scenario

Task 2: Unpack ship group and locate setup instructions

Task 4: Complete server setup

Task 3: Initial server setup

Task 1: Receive Shipment

  • Configure and attach console (HMC)

  • Connect cables and external I/O devices

  • Attach power cables and connect to power

  • Start the system

  • Locate rails / related hw, and cable management arm

  • Move rail install materials (including doc if printed) to install location

  • Determine rack install location

  • Install rails and cable management arm

  • Locate system box unpack instructions

  • Unpack and remove system from packaging

  • Transfer system to install location

  • Position server in rack

  • Locate packing list from outside of ship box

  • Receive shipment into inventory using MTMS (per company processes)

  • Coordinate ship box with related order components (if necessary)

  • Transfer ship box to holding area for installer

  • Verify number of ship boxes for order completeness

  • Identify ship box to be installed via MTMS

  • Open ship group box

  • Locate install documentation

  • Print from HW IC / DVD

  • View HW IC / DVD (local)

  • View HW IC / DVD (remote)

  • Locate kitting report and perform inventory

Red text signifies areas where content is missing.


7b ibm server deployment scenario

Receiver

HMC

Kitting Report

Printed Install doc

Legal / Lic docs

Printed Install doc

Install roadmap

Install roadmap

Unpack Instructions

Packing List

Internet

Power HW IC

Installer

Task 1: Receive Shipment

Locate packing list, receive into inventory, coordinate with related order components and move to staging area.

Task 2: Unpack ship group and locate setup instructions

Verify ship group completeness and identify system to be installed by MTMS. Open ship group box, locate install doc, kitting report and perform inventory.

Task 3: Initial server setup

Move rails, CMA, and doc to install location and install. Return to staging area and follow unpack instructions to remove the system from packaging. Install system into rack.

Task 4: Complete setup

Connect and configure HMC. Attach cables and external I/O devices. Attach power cables and connect to power. Start system.

7b. IBM Server Deployment Scenario

Rails

CMA

Rails

Task 5: Partition and Operating system installation

System

Cables

and I/O

Devices

Rails

CMA

Install Location

Staging Area




Books vs web sites vs

Where is information headed?

Books vs web sites vs ???

(Information Architecture for the World Wide Web, 3rd Edition)



Paul arellanes
Paul Arellanes

  • [email protected]

  • http://www.facebook.com/arellanes

  • http://twitter.com/paulthomas_tx

  • http://www.linkedin.com/in/paularellanes


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