The products and services you design should address the needs of your organization and of society as a whole. As a designer of information environments, you need to think beyond the user interface to the underlying structures that bring order and coherence to the artifacts people interact with.
This half-day workshop teaches tools to help visualize product strategy, and translate that strategy to an information architecture to produce products and services that address the real needs of people and organizations.
The workshop is structured in three parts divided by two hands-on exercises. However, this is not a rigid structure: The workshop is set up to be a conversation focused the attendees’ interests.
There are no slides; instead, I lead participants through a series of ideas and concepts by drawing diagrams live using an iPad Pro. This format is more engaging and interactive than traditional slides.
By participating in the workshop,
You’ll learn how to visualize product strategy and to connect it to purpose
You’ll learn how to bridge that strategy to semantic structures that inform coherent UIs
You’ll learn how pace layering can help you create information environments that better stand the test of time
You’ll get an overview of conceptual modeling as a tool for designing better information environments
I’ve given versions of this workshop at Euro IA 2016 (Amsterdam), the Italian IA Summit 2016 (Rome), and plan to do so at the IA Summit 2017 (Vancouver).
If you design software, you need to know about placemaking. Why? Because the websites and apps you design will create the contexts in which people shop, bank, learn, gossip with their friends, store their photos, etc. While people will experience these things primarily through screens in phones, tablets, and computers, they actually perceive them as places they go to to do particular things.
Your users need to be able to make sense of these information environments so they can get around in them and find and do the things they came for, just as they do with physical environments such as towns and buildings. People need to form accurate mental models of these environments if they are to use them skillfully.
As a discipline, software user interface design has only been around for about sixty years. However, we’ve been designing places for much longer. There’s much we can learn from architecture and urban design to help us create more effective apps and websites. This article is a short case study in the design of a particular physical environment that has valuable lessons for those of us who design information environments: Disneyland.
To start with, as a designed place, Disneyland is unarguably successful. Since its opening in 1955, it has received over 650 million visitors and has become a cultural touchstone. (And it’s not even most popular of Disney’s “castle” parks!)
Disneyland is also a large-scale environment (smaller than a town, but larger than a building) that has been carefully designed and managed by a single entity — the Walt Disney Company — for over sixty years. This allows us to examine the evolution of major placemaking principles in a very crisp way over a long period of time.
Another reason to study Disneyland is that it was designed with storytelling in mind, so it has rich semantic and narrative layers that separate it from most other built environments. As a result, it has more in common with interactive information environments than many other physical places.
And finally, Disneyland is a lot of fun! It’s not only fun to visit: it’s also fun to read and write about. But as we’ll see, Disneyland is serious fun, since it addresses and reflects the anxieties and aspirations of the time and place it was created in. In fact, Disneyland is a perfect example of what the architect Christopher Alexander calls good fit: a successful relationship between a form and the context it was created to address.
So in this article we’ll be looking at Disneyland as an information environment that happens to be built in the real world, and see what we can learn from it. Let’s start at the beginning: with the core vision that animates the design of the place.
Lesson 1: Start with a vision that resonates with your users
One Saturday in 1947, Disney animator John Hench drove into the parking lot at the studio and saw a peculiar sight: his boss, Walt Disney, was pacing an empty lot across the street. When Hench asked Walt what he was doing, he told him he had this idea for a “Mickey Mouse park” to entertain studio visitors.
Amusement parks had been around for a long time prior to the mid-1940s. These parks were groups of independently owned attractions, and tended to be chaotic, dirty, and seedy. Walt had a different idea for his park: He wanted a clean, family-friendly place that emphasized storytelling through unified theming, a place where the people who loved Disney movies could come to experience them “in real life”.
The initial plan was to create an Old West-themed park in the narrow lot across the street from the studio where Hench had seen Walt pacing. However, Burbank city officials rejected this plan (remember, amusement parks were seedy!), and Disney was forced to look elsewhere.
Unbound from the constraints of the small lot, Walt’s ambitions grew to encompass more than just the Old West. Given this broader scope, the design team divided the park into sections, called lands, which represented various themes. For example, one land would be devoted to fairy tales such as those featured in Disney movies, another to the Old West, etc. (Lots of different themes were explored at first, including clunkers such as Lilliputian Land, in which everything would be miniaturized — including tiny hot dogs which could be purchased and eaten!)
The park would eventually open with five themed lands:
Fantasyland, which brought fairy tales to life,
Frontierland, a recreation of the American Old West as understood by 1950s audiences,
Adventureland, an expression of exotic locales and cultures,
Tomorrowland, which presented an optimistic view of a future made better through science, technology, and corporate largesse,
and Main Street U.S.A., a nostalgic recreation of the type of small-town American Main Street that automobile culture was displacing at the time.
These themed lands became the conceptual framework around which the entire Disneyland experience was organized. It’s worth noting that this exact framework also served as the organizing principle for Disney’s first foray into the new medium of television — a show also called Disneyland — which appeared concurrently with the park’s construction (and which helped finance it).
The Disney organization is often cited as an early case study in corporate synergy: different, but related, businesses working in concert to improve each other’s position in the marketplace. The TV show would promote the park, the park would promote the movies, the movies would promote consumer products, in a virtuous cycle revolving around a consistent set of themes: nostalgia, fantasy, adventure, the old frontier, and new frontiers, all of which informed the products of the Disney studio (and many of its competitors) in the mid-1950s.
This was no coincidence. In 1950s America, the economy (and the population) was booming, the automobile (and the interstate highways and suburbs it enabled) was changing the ways people lived, and the Cold War (which brought the ambivalence of technology to the fore) cast a shadow over everything. The themes that informed early Disneyland (the opening of the frontier, nostalgia, the promise of tomorrow) resonated deeply with this primary audience. More than an amusement park, Disneyland would be a place where Americans could physically indulge in fantasies about their past, their future, and the innocence of youth.
This is a powerful vision, and it would prove an important competitive advantage for the park when it opened. You’re reminded of it every time you enter the park; it’s engraved in a little plaque that hangs above the entrance. It reads:
A clear, compelling vision such as Disneyland’s can inspire and guide design teams around a singular direction. That said, having a compelling vision and a clear conceptual framework is not enough. The vision and framework must be organized in a way that makes it possible for people to relate to it, to interact with it. This brings us to our second lesson.
Lesson 2: Organize the experience into a coherent structure
The second lesson is the importance of having a coherent, extensible structure. This structure brings order to what could otherwise be a chaotic environment, and helps create a clear mental model so people experiencing the place can understand where they are, what they can do there, and where they can go next.
Disneyland’s structure makes it easier for new visitors to understand the place. It also allows the park to change and grow gracefully. Let’s examine three key structural aspects of the Disneyland experience:
The use of language and metaphor in the park
The taxonomy of Disneyland
As I mentioned previously, Disneyland is divided into various lands, such as Tomorrowland, Fantasyland, and Adventureland. This group of lands, and the attractions they contain, can be represented as a traditional taxonomy. For example, the Jungle Cruise attraction is located in Adventureland, and only makes sense there.
You could create an outline of the lands in Disneyland and the attractions and other elements they offer, and it would look much like the outline for the structure of a website. You can think of this taxonomy as a map to the content of Disneyland: the specific things it offers.
The topology of Disneyland
When you examine this taxonomy, you’ll notice that even though each land contains things that are unique to it, such as the Jungle Cruise in Adventureland, all lands offer the same types of things: They all have attractions, restaurants, shops, and guest services facilities (such as bathrooms, first aid stations, etc.) I call this self-similarity between the main areas of the place its topological structure.
Topology is a term that comes from mathematics: It’s the study of the properties that are preserved when something undergoes non-destructive transformations such as twisting, stretching, and scaling. Think of a circle. If you stretch the circle, you create an ellipse. The ellipse and the circle are topologically equivalent. However, if you tear the ellipse in half, it would no longer be topologically equivalent to the circle.
Even though the lands in Disneyland feature very different attractions, they share a common structure that make them topologically equivalent with each other. The attractions-restaurants-shops-services template is an invariant structural construct: all lands in all Disneyland parks use it.
This arrangement has an important effect in the way visitors understand and navigate the park. For one thing, the themes are made clearer because they are presented as narrative variations on top of an invariant, predictable structure.
For another, this also makes the environment easier to learn, since the affordances provided by one land are present in all the others. Should the Tomorrowland visitor feel the sudden urge to use the restroom, he doesn’t need to rush back to Main Street U.S.A. since he knows all lands have at least one restroom facility.
It’s worth noting that this invariance doesn’t mean the relationships, proportions, and amounts of the elements are identical in all the lands. Adventureland has more attractions than Main Street U.S.A., for example. What’s important is that the underlying structure itself remains constant as the visitor moves from one land to the next.
This topological structure has made it possible for Disneyland to change and grow over the decades while preserving the clarity of the environment. Park designers occasionally add and remove attractions, restaurants, shops, and services to the park. Every once in a while, they also add a new land, with its own set of attractions, restaurants, shops, and services. (There’s a new one being built right now, based on the Star Wars movies.) And of course, the entire park-land construct can be replicated. (It has been, once per decade, over the past sixty years. There are now Disneyland-style parks in Florida, Tokyo, Paris, Hong Kong, and Shanghai.)
So how does this apply to UX? Consider how a key function of content strategy is identifying and defining content types so large-scale information environments can change organically while maintaining coherence and understandability. These content types are a topological construct of the sort I’m talking about. That said, topologies are applicable to more than just content-heavy systems; they’re an important consideration for any large information environment that must adapt to change over time. (Don’t they all?)
Language and metaphor in Disneyland
Another cunning use of structure in Disneyland is the way Disney designers use language and metaphor to influence behavior. For example, the people who work in the park are not called employees; they are cast members. These cast members don’t wear uniforms; their on-the-job clothes are referred to as costumes. And did you notice I referred to park visitors as guests? This was another semantic innovation Disney brought to the amusement park business. (The traditional term used in the industry was marks, which says a lot about how park operators thought of their customers.)
Underlying these terms is a ubiquitous metaphor: that the park and its employees are putting on a show. This metaphor informs everything about the Disneyland experience. For example, areas of the park that are forbidden to guests are said to be backstage. When something in the park is broken in plain sight of guests, it is said to be bad show.
The choice of words we use to describe elements and actors in information environments has an important effect in how we act with and within them. Think about the way your team talks about the people who use your information environments. Do you refer to them as users? Maybe you may think of them as customers? Or perhaps you have some other term, particular to your industry, such as patients. Whichever the case, the term you use will have a subtle influence in the way you design for and interact with these people. Because Disney refers to its customers as guests, Disneyland cast members are more willing to accommodate their whims than if they thought of them as marks.
This showbiz metaphor, as expressed through particular language, is an important part of the semantic structure that organizes and directs the Disneyland experience. This structure establishes the divisions and connections between the elements that compose the information environment. A coherent structure can make the environment easier to learn and navigate, and makes it possible for the environment to grow and change over time.
Semantic structures have a huge influence in how people think and behave when they interact in an environment. That said, these are abstract ideas. For people to be able to relate with the environment, these structures must be made into things people can actually experience. That brings us to the final lesson: the importance of using traditional placemaking principles to create an environment the people can actually interact with.
Lesson 3: Use traditional principles to create a sense of place
With a structural framework in place, we now face the challenge of making a place that people can move around in and enjoy. This is where the learnings from urban design and architecture really pay off.
The study of how people form mental models of the places they inhabit can be particularly useful. Kevin Lynch’s book The Image of the City (1960) offers insights into this. It presents five elements that define how people experience urban environments:
Districts: The sections of the town or city, which have their own character, and which people have a sense of being “inside of”.
Paths: The means by which people get around the environment.
Landmarks: Physical structures that give people a sense of bearing.
Edges: Boundaries between two phases, lines that break continuity in the place.
Nodes: Areas of concentration of activity that serve as focal points for people to go to or from.
Particular combinations of these elements make cities and towns different from each other and allow people to create mental models of the one they’re in. Because Disneyland is an urban-sized environment that has been designed and maintained by a single entity, these elements come together in a particularly harmonious and focused manner. Careful attention to the hierarchy of the various components of the environment, the transitions and boundaries between areas of the park, and the connections between them, create a place that is not only easy to get around in, but also coherent, learnable, and memorable.
When navigating an information environment, we also need to make sense of where we are, what we can do there, and where we can go next. Studying these elements can help us design information environments that make this possible. Let’s examine how they come together in Disneyland.
Paths, nodes, and landmarks
Let’s start by looking at how people navigate the environment. When UX designers think of navigation systems, we usually think about navigation bars and search engines. The purpose of these things is to make it possible for people to move from one area of the website or app to another, to get closer to what they’re looking for.
Navigation in Disneyland has similar purposes. However, since the park is a physical environment, it takes its design cues from architecture and urban design.
Disneyland implements a “hub and spoke” navigation model: There is a central hub, and all lands radiate off it. The park’s original design had a single entrance, located in the front of Main Street U.S.A., which led directly to this central hub. (It’s worth noting that this, too, was a Disney innovation in amusement park design: when Walt consulted other amusement park operators during the design of Disneyland, he was told this scheme wouldn’t work because it would limit the amount of people that could enter the park.)
Visitors enter the park from two tunnels underneath a train station. They then head down Main Street U.S.A. towards the hub, from which they can choose to visit any of the other four lands. Main Street U.S.A. is an example of the paths Lynch presents in his book: a way for users to get from one place to the next.
People instinctively know to walk down Main Street because their attention is drawn to a very unusual element at the end of the street: Sleeping Beauty Castle, a sight never before seen at the end of a traditional American Main Street. The castle is an example of what Walt called a wienie: a prominent vertical element meant to pique the interest of guests and entice them to move in that direction.
Once in the hub, guests would look around and see other wienies beckoning them: the Swiss Family Robinson’s tree house in Adventureland, the Mark Twain riverboat in Frontierland, and the TWA rocket ship in Tomorrowland. In Disneyland, these wienies serve as landmarks: they not only attract people by standing out, but also help keep them oriented as they move around a potentially chaotic environment.
Walking toward the weinies, Disneyland visitors eventually find themselves in a central opening, or plaza, where they can experience the theming, attractions, etc. that are unique to each land. These are examples of nodes in the sense Lynch talks about.
This combination of nodes, paths that connect them, and landmarks that draw people’s attention towards them, makes Disneyland easy to move around in. We have equivalents to all three in user experience design. As I’ve mentioned, navigation bars and search systems provide means for users of information environments to go from one part of the environment to another. Semantic elements such as labels and icons provide the landmarks and affordances that indicate where people can go within the environment, and second-level screens serve as nodes by providing concentrated access to related information elements and a sense of local identity for different areas of the environment.
These different areas of the environment can be thought of as districts in the sense Lynch talks about. As you may have guessed, Disneyland’s individual lands — Fantasyland, Adventureland, Tomorrowland, etc. — are districts in this sense; they all have unique characteristics that set them apart from each other and give them particular flavors.
The lands convey these concepts and narrative — i.e. the things that make them different from each other — through incredibly thorough and detailed theming. For example, everything in Adventureland — the architecture, the foliage, the music, etc. — has been carefully designed to make you feel like you’re standing in an exotic jungle outpost.
When I think of theming in the context of UX, two main areas of focus come to mind:
Style of writing or tone of voice
In both cases, style and theming should be in service to the conceptual framework that underlies the work. Many designers understand the importance of choosing the right style or tone when it comes to language. However, when it comes to visual design, we are still much too driven by trends.
For example, think of the move we saw a few years ago towards “flat” visual design, which eschews “skeuomorphic” (or “realistic”) details in favor of a more pure “digital” esthetic. While I have nothing per se against this style, I don’t like it when designers select it for their projects just because everyone else is doing it. Visual style should reinforce and support narrative.
Disneyland would’ve been much less successful if its designers had decided to have the environment reflect the “pure” nature of the materials its made from: fiberglass, wood, steel, etc. Instead, designers harnessed the plastic capabilities of those materials to reinforce the differences between lands, in support of the conceptual framework that makes the park such a compelling experience.
“Gratuitous”, “skeuomorphic” (or to be kinder, “whimsical”) theming is not only ok to do — sometimes, it’s the right approach.
Finally, let’s look at edges. One of Disneyland’s most interesting design features is how it deals with transitions: those between the individual lands, and those between the park itself and the outside world.
The park’s lands have been carefully designed so their themes blend smoothly into each other. If you’re walking from Adventureland to Frontierland, you won’t experience an abrupt change. Instead, the architecture, foliage, etc. subtly blend together to achieve what has been compared to a cinematic cross-dissolve in real-life. (Many of Disneyland’s designers came from the movie industry; the park’s design is heavily influenced by cinema.) These smooth transitions are what I refer to as “soft” edges.
The opposite, “hard” edges, are transitions that have been intentionally designed to keep things apart. Disneyland also offers a prime example of these. Walt wanted to keep visitors from seeing the outside world so their experience of being in the park could be more immersive. To do this, he surrounded Disneyland with a train track atop a raised earth berm, which occludes sight lines into and out of the park. When the park first opened, this berm was crossed at only one point: the entrance tunnels leading to Main Street which we have spoken of earlier. So you could say this is a very hard edge.
In UX design, we often have to deal with edges between different parts of information environments, and we need to decide how hard or soft they need to be. For example, many financial services websites include areas of the environment that are meant for public use and the more private, “logged in” areas meant for customer use only.
Some of these transitions need to be very hard, with the user being explicitly presented with stops when they try to cross over from public to private. In others, this boundary is much softer: the transition happens more gradually. Knowing these edges can have different levels of softness helps us frame the conversation with the design team so that decisions happen in an informed manner.
People form mental images of urban environments, such as towns and cities, using five elements: districts, edges, nodes, paths, and landmarks. Information environments have comparable elements that help people make sense where they are and what they can do there.
These placemaking elements are most effective when they work together to implement a semantic structure that brings coherence to the environment. This structure implements differentiations and metaphors that allow people to relate to and understand the environment.
This structure is most effective when it’s informed by a clear vision. In the case of Disneyland, this vision was set forth early on in the design process. It guided the design team towards the creation of a new type of environment that had never been experienced before, and which resonated deeply with its users.
These three components — vision, structure, and placemaking elements — build upon each other respectively. It’s difficult to create a meaningful structure if the vision isn’t clear, and designing placemaking elements without a clear semantic structure supporting them can only lead to an incoherent environment.
As they do with physical environments, people who use an information environment need to be able to create a mental model of the environment so they can act skillfully in it. As designers, we can help them along by using traditional principles to create a strong sense of place, informed by a coherent structure that articulates a resonant vision. Disneyland offers a perfect model for us to study.
Postscript: Crafting a vision statement for your environment
While all three components — vision, structure, and placemaking — are critical, designers most often take for granted the vision component. Design projects usually start with some sort of brief that lays out high-level requirements and objectives, but the vision of what the place is going to be (and how the people who use it will experience it) is seldom discussed. Because everything that follows will build upon it, it’s critical that the vision of the place be clear from the start.
In order to help clarify the vision for the design team, I’ve started doing a small exercise at the beginning of projects to produce what I call a “here you”, or vision of place, statement. This is a short sentence that articulates succinctly and powerfully what this place will be about, and how it will act on the people who experience it.
It’s called a “here you” statement because we use as our model Disneyland’s vision of place statement. (“Here you leave today and enter the world of yesterday, tomorrow, and fantasy.”) We take out everything but the words “here you” from Disneyland’s statement, and fill out our own words from there on:
A few guidelines to help you create a “here you” statement:
Keep it short! (It should be able to fit in the brass plaque above the entrance to Disneyland.)
You’re not writing a vision for your team or your organization. You’re writing a vision for the place you are creating.
It should not reflect your point of view of the place, but that of the people who use your place. (That’s why it starts with the words “here you,” addressing the visitor.)
The language should be energizing. Visitors should be excited to visit this place; avoid clichés.
Be realistic about what you’re trying to achieve with the place you’re making. That said, don’t be afraid to aim high!
You’ll have better traction if you work on this together with your team.
A well-crafted vision of place can help energize the design team, and get it working in a singular direction. When the time comes to make difficult design decisions, the vision of place statement can help the team make the right decision by honoring the intent behind the project.
This post is based on a speech I wrote for two back-to-back keynotes delivered in November 2016 at Interaction South America (Santiago, Chile) and the Italian IA Summit (Rome). The U.S. election was decided on the eve before I flew to Rome.
When architects tour Rome, one of the things they learn is that buildings can last a long time. When I was younger, I had the privilege of studying architecture for two semesters in the city, and one building stood out for me: the Basilica of San Clemente al Laterano, a beautiful church built during the middle ages. I was struck by the fact that the basilica had been built on top of an earlier building: a 4th century church which you can visit by descending to a basement under the main structure. That church, in turn, was also built atop an earlier building which was used by followers of the cult of Mithra, and which you can also visit today. The Basilica of San Clemente has been used as a place of worship for almost twenty centuries. When you visit it, you have a tangible experience of the evolution of Western spiritual practice over that span of time.
Buildings serve more than mere utilitarian purposes, such as keeping us dry from the rain or giving us a safe place to rest. They’re also physical manifestations of the political, social, and cultural environments that produced them. Buildings tell stories about who we are — and who we were — as a people. As an architect, I often think about the longevity and cultural import of buildings and how it contrasts with what I currently design: software. If buildings are among our longest-lived cultural artifacts, apps and websites are among our most ephemeral. Software is changing all the time, sometimes in big ways. For example, iOS 7 introduced a completely new visual design to the iPhone’s operating system. From one day to the next, the feeling of the entire information environment changed. Perfectly functional applications that didn’t immediately implement the new style suddenly looked old and out-of-place. This change was experienced by millions of people, literally overnight.
Unlike building materials, such as brick, wood, and steel, software is malleable, reproducible, iterative, and ubiquitous. These characteristics have allowed it to address a wide variety of problems, and to get better, faster, and cheaper all the time. As a result, software is taking over more and more tasks we previously did in buildings. It wasn’t long ago that you would’ve visited a record store if you wanted to buy music. Now you pay for the (temporary) privilege to stream to your phone the bits that represent music. Record stores are all but gone, and many musicians have had to shift to other means of earning a living. This transformation is a clear illustration of the phenomenon described in Marc Andreesen’s Wall Street Journal essay Why Software is Eating the World, in which he proposed that
we are in the middle of a dramatic and broad technological and economic shift in which software companies are poised to take over large swathes of the economy.
And it’s not just information-based industries, such as music, that are being “eaten”. We’re also adding a layer of information on top of the physical world that changes how we experience it. Think of an app like Yelp, which allows us to locate the best nearby gelateria. You’d expect ice cream — that most sensuous of gastronomic pleasures — to be immune from being eaten by software, yet many shops and restaurants are coming to depend on digital information as the primary means for people to find them.
Software also makes possible things that were previously impossible. I recently traveled to the Netherlands, where I had the opportunity to test Google Translate’s “Word Lens” feature, which uses my iPhone’s camera to provide a live translation of non-English words in the environment. This allowed me to get on the right train, and to order food from a menu, even though I can’t read Dutch. The ability to act skillfully within an environment encoded in a language I don’t understand is a superpower I now have, and it was made possible by software. This changes my relationship with the physical environment.
We need to recognize that in some important ways, software is taking over from architecture as the medium where many of our day-to-day activities happen. The writer and designer Edwin Schlossberg has said that “the skill of writing is creating a context in which other people can think.” Well, I think the skill of designing — especially designing software — is creating contexts in which other people can work, learn, play, organize, bank, shop, gossip, and find great gelato.
As someone tasked with designing these information environments, I find this exhilarating. We have such a broad scope of action! However, when I speak with other designers, I get the impression that often our focus is too narrow. Many of us are thinking about very small parts of these environments; one component of one screen of one version of one app on one platform at a time. Enthralled by the amazing artifacts we’re creating, we’re oblivious to the bigger picture. Again, the things we’re designing are complementing — and often obviating — physical environments that have served as our contexts for centuries, and we’re doing so with extremely ephemeral mechanisms. If we’re going to build our society upon software, it’s not unreasonable to expect that it provide us with the sort of contextual stability we’ve come to expect from our built environments. So the central question for me at the moment is: How can we design information environments that support wholeness in the long-term?
This is easier said than done, in no small part because designers have been blindsided by success. Design is now accepted as key aspect of business, and competent designers are in high demand. At a time when the middle class is shrinking, salaries and jobs for designers seem secure. Even the Harvard Business Review touts our accomplishments! Why should we be concerned about wholeness and longevity? Well, we should be concerned because we — and our kids — need to live in the world we’re creating. As you may have surmised, I’m not convinced we’re going about the design of information products and services in a way that leads us to a viable future.
In the early 1990s, the U.S. Army War College created an acronym to describe the geopolitical situation after the Cold War: VUCA. It stands for volatility, uncertainty, complexity, and ambiguity, four characteristics they saw as defining the multilateral post-Cold War world. The rise of information technologies — and the internet in particular — has radically transformed our political, economical, and social reality. We are all now living in a generalized state of VUCA. We see signs of it everywhere.
VUCA is when a few disenfranchised citizens come together in a social network and start a movement that topples a 30-year-old dictatorship in a matter of weeks.
VUCA is when our appliances start attacking us.
BREXIT is a sign of VUCA. So is the election of Donald Trump.
The things we design are the mechanisms more and more people are using to understand and interact with the world and with each other. Information environments can either help open our minds and increase our understanding, or mislead us by feeding us “fake news”, or trapping us in “opinion bubbles” that make us believe everyone thinks the same way we do. Information environments can help us act more skillfully in a VUCA world, or make us victims of our circumstances. Designers need to approach our craft with much greater conscientiousness. With that in mind, I’d like to offer three perspectives to help us design information environments that create more viable contexts in the long term.
The first perspective is that all information environments have underlying semantic structures that support them. These structures exist whether they’ve been designed intentionally or not. I’m talking about information architecture, which includes (among other things) the categories, hierarchies, and particular language that make one information environment different from another.
For our purposes here, it’s important to recognize that these semantic structures change more slowly than the user interfaces they support. When I was working on the fourth edition of the polar bear book, one of my tasks was updating the examples in the book. This required that I re-visit many of the websites featured in previous editions. One of those websites — fedex.com — had a very different visual presentation in the mid-2000s (when the third edition of the book was written) than it did ten years later. However, when I started examining the site’s semantic structures, it struck me how little they had changed over that decade. I’ve seen this in my work as well: It’s not uncommon for organizations to overhaul their websites’ and apps’ “look and feel” while leaving their major categorization and language schemes largely untouched.
Of course, this phenomenon is not unique to information environments. There are many other things in the world that don’t change in a uniform way. In his book How Buildings Learn: What Happens After They’re Built, Stewart Brand explains that buildings are composed of layers that change at different rates. These layers are (from slowest to fastest): site, structure, skin, services, space plan, and stuff. “Site” — the ground upon which the building rests — changes very slowly, at geological pace. “Stuff”, on the other hand, refers to the things we put inside buildings, such as furniture and appliances, which can easily be moved and therefore change much faster. As buildings adapt to change over time, the form they take is affected on the differences in malleability of the various layers.
In a subsequent book, The Clock of the Long Now, Brand extended this “shearing layers” model to explain how civilizations change. This broader model is also composed of six layers (again, from slowest to fastest): nature, culture, governance, infrastructure, commerce, and fashion. Brand explains that because fashion (and art) change so quickly, this is where the civilization experiments with new ideas and ways of being. Worthwhile ideas are assimilated into the underlying layers, where they become more permanent parts of the civilization. As Brand explains,
The combination of fast and slow components makes the system resilient, along with the way the differently paced parts affect each other. Fast learns, slow remembers. Fast proposes, slow disposes. Fast is discontinuous, slow is continuous. Fast and small instructs slow and big by accrued innovation an occasional revolution. Slow and big controls small and fast by constraint and constancy. Fast gets all our attention, slow has all the power. All durable dynamic systems have this sort of structure; it is what makes them adaptable and robust.
This is a very useful insight. It helps us understand how the unevenly-changing parts of a system can help make it stronger as it evolves.
As I’ve been thinking about how to make information environments more resilient, I’ve started mapping my work to a pace-layer model. These are the layers I’ve come up with, from slowest to fastest:
Purpose: Why the organization, team, or product exists. This is not a goal, since it can never be achieved; it’s an aspiration that the system is always working towards.
Strategy: How the organization aspires to do things differently in order to strive towards its purpose; how it’s going to compete.
Governance: How the organization shapes itself to implement its strategy. The rules and means of engagement, including the organization’s internal hierarchy.
Structure: The information architecture that will inform end products and services.
Form: The user interfaces that people use to interact with the organization’s products and services. This is where the structure is articulated as artifacts that humans can experience.
I separate form from structure for two reasons:
As I mentioned earlier, the structure that informs these products and services changes more slowly than the user interfaces that are built upon it.
We experience the things we design through apps, websites, social media, and a variety of other touch points. For the sake of coherence, an organization’s various user-facing artifacts should share a common semantic structure.
Many designers spend a disproportionate amount of time focused on the user interface layer. This is understandable. The UI is where the “new and shiny” action is happening. It’s also much easier to discuss UI artifacts, since structure is more abstract.
Note that the first three layers aren’t normally thought to be the domain of designers at all; the last two are where we’re usually brought in. However, in order to be successful, designers should be conversant in all of the layers, and move effortlessly between them. Understanding which layer we’re acting on at any given time is key to being effective as change agents, since all the layers require different approaches. I’ve found this pace layer model useful to not only understand the relationship between form, structure, and strategy, but also in helping us navigate complex design challenges at Futuredraft.
In any case, as designers we need to acknowledge that structural decisions are going to be a part of our information environments longer than its user interfaces. If we expect these environments to last, we need to pay careful attention to their structural underpinnings.
The second perspective is that the products and services we design don’t exist on their own: they create and participate in systems. As a passenger, the Uber app in your phone would be useless if there wasn’t someone out there driving around with a complementary Uber driver app in their phone, and an infrastructure — invisible to you both — which brings you together. Uber isn’t really a product or service: It’s a marketplace; a system. The touchpoints you experience — the driver app, the passenger app, the Uber website — are merely how you interact with this system. They can’t stand on their own.
What is a system? Simply, it’s a set of elements connected to each other in ways that allow them to form complex wholes. Think of your body. It’s composed of various organs (your liver, brain, lungs, etc.) and sub-systems (your digestive system, your circulatory system, etc.) working in concert to make a more complex whole: you. The system that is your body serves a purpose: keeping you alive. It has feedback mechanisms that let it know when it needs more energy (sleepy! hungry!), when it needs to cool off, and more. You’d be in deep trouble if these mechanisms failed.
What I’m saying here should be obvious. Systems are everywhere. They’re part of our day-to-day experience. However, understanding systemic relationships requires looking at things holistically (looking at the “big picture”), a skill that seems to have atrophied after three centuries of mostly reductionist thinking. We like to break things down into smaller chunks we can understand. We want quick, easy answers. We want someone to blame when things go wrong. As a result, we suffer from a cultural blindness to systems and their implications.
Systemic failures are everywhere. For example, recently Wells Fargo — the third largest bank in the U.S. — was engulfed in a huge scandal. Bank personnel had been pressured to sell new accounts, and some of them resorted to “selling” close to two million accounts to existing customers without their consent. The bank’s management denied any “orchestrated effort” to defraud customers, and blamed employees. Orchestrated effort or not, the incentives to meet sales quotas at Wells Fargo (which reportedly included denying bathroom brakes to underperforming employees) were clearly stronger than incentives to obey the law (and common decency). As Steve Jobs said,
Incentive structures work. So you have to be very careful of what you incent people to do, because various incentive structures create all sorts of consequences that you can’t anticipate.
Misaligned incentives, like the ones in the Wells Fargo case, are a systemic problem.
For an example closer to our discipline, consider iTunes. It may not be obvious now, but iTunes was once considered an example of a well-designed system. As the folks from Adaptive Path pointed out in their book Subject To Change (2008), the success of the iPod was due in part to the fact that it was designed to be a participant in a broader system in which the device itself took on the minimal possible functionality (playing media) while other required functions (such as acquiring and managing media) were delegated onto iTunes. iTunes was never a simple application, but it was simple enough to get many jobs done well. Over the last decade, however, the ecosystem around it has become increasingly complex: Instead of merely “ripping, mixing, and burning” music to load on their iPod, today’s iTunes users can also buy or stream music, buy or rent movies and TV shows, subscribe and listen to podcasts, sit in on university courses, manage their ringtones and audiobooks, examine their iOS (but not macOS!) apps, manage device backups, and much more. Although iTunes has changed cosmetically over the past decade, it hasn’t scaled to serve these new functions of the system in an elegant way. The result is often frustration.
So how can designers think more systemically? One way to start is by mapping out the elements that will be part of the system and the relationships between them. Before architects start to design the form of a building, they often explore the possible relationships of its spaces using bubble diagrams, simple sketches that eschew such critical details as materials and physical structures in favor of more abstract representations. This allows architects to run quick what-if scenarios to solve high-level project goals such as meeting functional requirements, establishing the right balance between private and public spaces, and enabling efficient circulation. The building’s “look and feel” can be resolved later, once these deeper issues have been thought through.
In experience design, the equivalent of a bubble diagram is the conceptual model. These are diagrams that articulate the concepts the users of a system will be interacting with and the relationships between them. As with bubble diagrams, designers can use conceptual models to quickly evaluate high level what-if scenarios without getting mired in aesthetic discussions. Conceptual models are key to the design of effective information environments, and a good tool to help us start thinking more systemically about the work we do. (For a deeper discussion of this subject, see Conceptual Models: Core to Good Design, by Jeff Johnson and Austin Henderson.)
Let’s move on to the third perspective. As we saw with iTunes, systems aren’t static: they’re always evolving as they react to changing external and internal conditions. Perhaps the means people use to interact with the system have changed in some fundamental way (e.g. iPhones versus iPods), or the system must provide a new service (e.g. streaming music). In any case, change will happen, and the system should respond in ways that allow for (at least) its continued operation. In other words, the system must be sustainable.
When you see the word “sustainable”, you may think of the physical environment. For example, you may have heard it’s unsustainable for us to keep relying on fossil fuels for our energy. Why? Because we now understand they will run out at some point, and burning them can harm the environment. These factors cast fossil fuels as a threat to the long-term viability of our civilization. If we left our dependency on them unchecked, the system would eventually collapse.
You can think of sustainability as creating the conditions necessary for a system to meet the needs of its present stakeholders without compromising the needs of its future stakeholders. In the case of the physical environment, our primary goal should be to ensure it can sustain life in the long term. When dealing with an information environment, our goal should be to ensure that it can remain viable and useful in the long term. In order to do this, it must sustain:
Itself; it should be able to generate enough resources to support its continued existence.
Its purpose; it should generate these resources without compromising the reason(s) why it exists.
Its social context; it should achieve its purpose(s) without compromising the societies that host it.
These goals mirror the goals of sustainable development formulated during the 2005 World Summit on Social Development: the economic, social, and ecological “pillars”, or fundamental aspects of the system. Let’s see how they map to our work.
The Economic Pillar
Creating and maintaining an information environment requires resources. This includes labor to design, create, test, and manage software, servers to host it, energy to power them, infrastructure to deal with logistics, and more. The system should be able to generate enough value to produce the resources necessary to ensure its continuing existence. This seems like an obvious statement, perhaps one not even worth mentioning. However, in the past couple of decades we’ve seen many information environments capture our attention without generating enough value to remain viable in the long term.
The Social Pillar
Information environments exist within a broader social construct. In order for them to remain viable in the long-term, society as a whole must remain viable as well. Again, this seems like an obvious thing to say. However, many information environments are based on business models that, while viable from the economic perspective, may be unsustainable from the social perspective. For example, advertising-based business models can be problematic, since advertising drives us towards more consumption and does so by targeting us as members of ever-narrower demographic segments. Given the challenges we face as a society, we should be striving to be more mindful of our consumption and more focused on the things that unite us.
The Ecological Pillar
The third and final pillar is the least obvious, yet no less important: the ecological pillar. The things we design participate in and create communication ecosystems that can either sustain or harm our societies’ long-term prospects. We need to consider the impact our information environments have on these ecosystems.
Media critic and educator Neil Postman pointed out that communication happens in semantic environments that have parallels to physical environments. If you consider the “goal” of the physical environment to be sustaining life, then the goal of the semantic environment is conveying meaning. Both types of environments can become polluted, making them incapable of achieving these objectives. In the case of the semantic environment, pollution happens when the language, rules, and purposes of one particular semantic environment (e.g. science) start to be blurred with those of another (e.g. religion).
For example, after the 2016 U.S. election, there has been much talk about the problem of “fake news” in social networks. What this means is that a particular semantic environment (social media, which we’re using to inform our worldview) is becoming polluted with material from another semantic environment (outright propaganda, or in some cases, satire). This is not new, of course — disinformation has been around for a while. What is new is the pervasiveness of the problem, and the fact that now we move much more fluidly between different semantic environments. This makes it more challenging for us to understand how we’re supposed to interpret what we’re looking at. As the designers of these systems, it behooves us to understand how they can become polluted, and work to ensure that the transmission of meaning can happen as “cleanly” as possible.
When we discuss sustainability of the physical environment, we often talk about non-renewable resources. These include things that are essential for our survival, like air and water, and some that are key for our current way of life, such as fossil fuels. The essential characteristic of these resources is that they’re limited: once they run out, the system collapses. Because of this, responsible stewardship is essential for the continuing survival of the system.
Information environments also have an essential non-renewable resource, one without which the entire system collapses: the attention of the human beings who will be interacting with the products and services we design. We only spend two-thirds of our (already short!) lives conscious enough to use a smartphone. What are we doing with the precious time of our apps’ users? Are we helping them be more effective parents, co-workers, citizens? Or are we merely giving them a quick dopamine fix so we can show them more ads?
Every day, people are spending more of their time using the apps and websites we create. We should honor this privilege by not squandering their attention.
Towards a Co-creative Design Practice
Let’s summarize. Information is changing the world. Information environments — experienced through digital products and services such as apps — are becoming the contexts in which people are carrying out more and more of their day-to-day activities. In some important ways, these systems are assuming roles that have been served by architecture. As with buildings, information environments affect how we understand ourselves and our societies. Because they’re made of an incredibly malleable material — software — the contexts they create are in constant state of change. This is new for us. As designers, we need to accept responsibility for the long-term viability of these environments and the societies which host them. We’ve examined three perspectives that can help us do this:
The semantic structures that underlie our systems change more slowly than their user interfaces.
The products and services we design don’t stand on their own; they participate in and create broader systems.
These systems should be able to adapt to changes sustainably.
Design, as it’s been traditionally practiced — with its “hero” designers and its emphasis on the form of individual artifacts and achievements over the systems they create — is incompatible with a world that is characterized by rapid change, systemic challenges, and ambiguity. At Futuredraft, we believe designers are being asked to show the way towards a more complete utilization of existing knowledge, which in turn produces the comprehensive and sustainable solutions needed today. This requires we become aware of — and master — our own filters, opinions, and preconceptions, which interfere with the emergence of clear seeing. By doing so, we can move towards a more co-creative practice that integrates the design skills of those who will actually live and work with (and in) these information environments. Only by working together to design new possibilities can we overcome the enormous challenges we currently face. This sentiment was expressed more succinctly (and beautifully) by Christopher Alexander:
Making wholeness heals the maker.
This is my wish for us: that we learn to use our craft to heal ourselves and our world. We are all stakeholders in the design of a more viable future.
Update 2016-12-26: I’ve published a post based on this presentation.
Closing keynote for the 10th Italian Information Architecture Summit, delivered on November 12, 2016 in Rome.
What mark are you leaving in the world? Look around you. Rome is a testament to the power of architecture to create places that stand the test of time, marks of people long gone. Stone, metal, wood, pozzolana: Architects design for the ages.
Digital information environments, on the other hand, are among our shortest-lived designed artifacts. What was once a cutting-edge application quickly becomes outdated as device form factors and operating systems evolve. It seems those of us who design and produce websites, applications, and other information products and services are constantly trying to catch-up so our designs can remain relevant. Instead of designing for the ages, we work for and within an ever-smaller now.
But not everything changes at the same speed. The structure of information environments, in particular, evolves at a slower pace than its forms. Because of this, information architects can and should design for the ages too.
In this closing keynote, we will look at information architecture as a discipline in the broader context of design for purpose, and how as an information architect you can leave a mark that endures.
My friend Peter Morville is writing a new book about planning. In preparation for the book, he’s hosting a series of conversations and releasing them as a podcast. I’m honored to be one of the people he spoke with. You can listen to our conversation here:
The world is a little scary right now. In many places, the old ways of being are going away. Many people are having a hard time understanding where they fit in, and they’re reacting by making choices that go against their best interests. You’re not aware of this because mama and I are trying to not worry you, but it’s happening.
A few days ago, the United Kingdom voted to leave the European Union. This is a big change in the world, and it was triggered in no small part by fear, ignorance, and cynicism. In the United States, a dangerously unfit man is running for president by stoking the basest impulses in people, and finding support among many. And he’s not the only one: so-called leaders are once again gaining a foothold in many countries by fanning hatred and fear.
I say “once again” because this has happened before. Almost eighty years ago, the world plunged into a terrible war under similar circumstances. More than 60 million people died, and many more were left without families or homes. I hope you don’t experience anything that awful in your lifetimes. But it could happen, so I want to do everything I can to make the world safe for you.
You’re too young to understand, so I’m addressing this essay to your future selves. I’m publishing it as an open letter because I think other people could benefit from it too.
As you grow older, you’ll find that people will try to sort you into groups. They’ll tell you that your choices in politics are between the “left” and the “right”. In the U.S., these roughly map to “conservative” and “progressive” camps; in other countries, the words used are “liberal” and “socialist”. (You’ll find that most societies put their own spin on the idea that there are ideological camps with different political aims.) People will also insist that you define yourself as a Christian, a Muslim, a Jew, a Buddhist, or one of many other established religions.
These groups will often be presented to you as being opposed to each other. You’ll be told that much of the conflict in the world stems from differences between them. But these divisions are misleading. If you dig a little, you’ll find that people in the different camps have more in common with each other than they believe. In most cases, their goal is the same: they want a better world for themselves and their kids, just like I do for you.
But that doesn’t mean there aren’t any differences between people. In fact, there is an important difference you need to be aware of, one between people with fundamentally different worldviews. You can think of them as molders and dancers.
Molders are people who believe that a mold exists that can produce a perfect society. They believe that the solutions to our problems have already been addressed, whether by a sacred book, a political document, a party line, a strongman’s line of patter (it seems to always be a man), or some other authoritative source. If a society isn’t working well, molders will tell you that it’s because it doesn’t yet look enough like their mold. (Conversely, they’ll say that any society that doesn’t yet look like their mold isn’t working well.) All we must do for things to be alright is implement their system, perfectly. In any group, you can easily tell who the molders are: they’re the ones who are unwilling to compromise. You’ll find them on the left and the right and across the religious spectrum.
Dancers, on the other hand, are people who understand that both the world and our ways of living in it are always changing, always open to re-configuration. Dancers look for solutions to problems not within a fixed ideology, but by choosing from among the many ideas in the world and re-combining them into new, dynamic systems. They seek to understand their current situation as clearly and completely as possible, and then try things out. They quickly discard what doesn’t work, and keep what does. They’re always re-evaluating, always moving. They don’t consider anything to be beyond questioning, and are open to working things out. You will also find them on the left and the right and across the religious spectrum.
In your lifetimes, you’ll probably encounter challenges that we’re currently unprepared for. For example, changes in the Earth’s climate could leave many people without a home. Vital resources we take for granted — like water — could become scarce. Politics could become even more divisive as more jobs are replaced by technology. All of these things could lead to conflict. You and your peers will be called on to explore lots of new solutions, fast.
It’s always tempting to believe that there are easy answers to complex problems. Because of this, the molders will sound very convincing. (They’re always so sure of themselves!) But molders are ill-equipped to deal with complex problems, because molding seeks to constrain solution spaces to fit within the boundaries of ideology. By definition, molding excludes possibilities.
Your world will be in need of more and better solutions, not solutions formulated in (and for) small pre-defined worlds, most of which are long gone. Your world needs dancers.
In order to be effective, dancers must cultivate clear understanding. Clear understanding means learning to see and hear and think and feel for yourself. It means training your mind, and giving yourself permission to change it. It means knowing that you don’t have all the answers. It means educating yourself on the issues, and questioning what you hear. Why are people saying the things they’re saying? Could they be wrong? Could they have ulterior motives? Is there another way to look at a particular issue?
It also means being brave, because being a dancer can be scary. For one thing, you’ll have to create the dance while you’re dancing it — and often do it in public. For another, dancing can sometimes be a very serious matter. Life-or-death, even.
But you must also be brave because molders will do everything they can to “scare you straight”. They will tell you that you will burn in hell. Or that political change requires violent revolution. Or that people with different colored skins are coming for your jobs. Or that people who use the “wrong” bathroom will pervert your children. In extreme cases, they will even resort to murder. They will do and say these awful things because deep down they know that their worldview is a hard sell, and that people who are afraid, confused, and divided are easier to mold.
At this point, you may be wondering, “Who made the molds?” The answer may surprise you: many of the molds were made by people who loved dancers. Some of them may even have been dancers themselves. Entranced by the beauty and joy of the dance, they wanted to replicate it for others. So they tried to turn it a into fixed thing… To turn it into a mold.
But molding is the opposite of dancing. Molds are static and unchangeable. Dances are spontaneous and evolving. It’s impossible to mold a dance.
It’s very important that you understand the difference between molders and dancers. But it’s also important for you to know that few people are extreme in their views. Even the staunchest molder must negotiate with reality at some point. So if you decide to dance (and I hope you do), it’s important that you don’t hate the molders — no matter how despicably they behave.
Molding and dancing are not integral characteristics of people. They are ways of understanding and acting. Most molders are not evil, crazy, or stupid. Often, they’re just scared. Scared of losing their jobs. Scared of their neighbors. Scared of the government. Scared of wealth. Scared of people who refuse to be molded. Scared of going to hell. Scared that people will take their things. Scared of uncertainty. Scared of change. Scared of the world they live in, because it doesn’t — because it can’t — conform to their molds.
Hating them only reinforces their perception of you as “other” — as the enemy. That doesn’t help you, and it makes their situation worse. Hatred divides people. As a dancer, you want other people to dance with you.
Instead of hating the molders, try to understand them. Why are they scared? Is there something you can do to alleviate their suffering? Is there a way for you to bring them into the dance?
And if you do find a way to bring them in, dance! Dance gracefully, powerfully, and bravely.
In 2013 I published a blog post to explain my digital sketching and note-taking setup. Much has changed since then, so it’s time for an update.
If you want to dig deeper into this topic, you should check out that original post. But I in case you’re strapped for time, this is where it left off: I was then using a Lenovo ThinkPad Tablet 2 running OneNote (“modern” version) under Windows 8.1. That device/software combination served me very well. (So much so that I eventually upgraded to that machine’s successor, the ThinkPad 10.) However, over the past couple of years a few things have happened that have caused me to revise this setup. I’m still using OneNote, but have left Windows behind in favor of iOS. Somewhat surprisingly, I’ve also gone back to doing more sketching and note-taking with (physical) paper and pencil.
This post explains my reasoning for these changes. But first, this is what my current smart sketchbook looks like:
Procreate for more considered (or elaborate) drawing
(There are many other apps I use day-to-day, but want to keep this list succinct. These are the main ones.)
Why the change?
Although I’m a tinkerer by nature, age has beaten me into adopting the “if it ain’t broke don’t fix it” philosophy. Every minute I spend messing around with tools is a minute I’m not working on content or learning, and I’m increasingly trying to optimize for production and growth.
So the natural question to ask is: if the previous setup was working, why change at all? Well, there are a few reasons…
The Windows 10 version of OneNote is a not as good for pen users
The Windows 8 (“modern”) version of OneNote is a delightful app. Among other things, it features a fabulous radial menu that accepts flick pen gestures. This makes it incredibly fast to undo mistakes, switch pens, and control the application in general. In addition, the app’s user interface gets out of the way so most of the screen is available for drawing and writing. OneNote for Windows 8 seems to have been designed primarily for touch/pen users, and it does a great job. It’s (still!) my favorite note-taking app.
Alas, OneNote for Windows 10 has now superseded it, and this new version of the app follows what seems to be Windows 10’s primary direction: to appease the millions of Windows desktop users who were turned off by Windows 8’s “touch-first” approach. Unfortunately it achieves this mainly by sacrificing touch/pen-first features and UI elements. As you may have already guessed, my beloved radial menu did not make the cut. (Along with many other useful features, some of which are being added back… slowly.)
So the version of OneNote I love has no future, and the new version is not as good—at least for my needs. I’m hopeful that eventually OneNote will regain some of the features it had during its Windows 8 peak, but in the mean time…
Apple released a great stylus for iOS
Most of my work happens with Apple devices, and I’d rather not have to deal with a different ecosystem. (Remember: no tinkering!) I’ve been using an iPad since the first one came out, and I’ve tried many (many!) different styluses and note-taking apps on it. The primary reason I bought a Windows tablet to begin with is that there were no good styluses for iOS… until now.
With the Pencil/iPad Pro combo, the iPad finally has a stylus that can compete with Windows tablets for precision. Actually, the Pencil is much more precise than anything I’ve tried in Windows. My Lenovo tablets (which have Wacom digitizers) require constant re-calibration, and even then they are never that precise. iOS doesn’t have a stylus calibration tool — it doesn’t need one. The Apple Pencil is always spot on; I mostly forget that I’m using a computer when drawing with it.
That’s not to say the Pencil is perfect. For one thing, its battery could last longer. For another, Windows styluses have buttons — one or two on the barrel, and sometimes one in the “eraser” end of the stick — which are very handy, and which the Pencil lacks. Are these deal breakers? Not for me.
iOS has gotten much better
In the (almost) three years since my original post, iOS has matured into a more useful and robust operating system. Many of the features that made Windows 8/8.1 great for touch-first users now have counterparts in iOS. (And ironically, Windows 10 has rolled back many of these features as it attempts to entice back its primarily desktop-based audience.)
For example, iOS 9 introduced split-view multitasking. This feature, which works almost identically to its Windows counterpart, allows me to simultaneously run two apps side-by-side so I can take notes about something I’m reading in iBooks or Safari without having to do a distracting app switch.
Another new iOS feature is sharing extensions, which allows me to send whatever I’m working with in one app directly to another. For example, I can very easily post a drawing I’m working on in Paper directly to a channel in Slack. Windows 8 had a similar feature in the share charm, but app support was not great. iOS does it more seamlessly, reliably, and universally. (In general, I find that apps in the iOS App Store have much higher quality and consistency than those in the Windows Store.)
The iOS version of OneNote is very good
And on that note, one of the iOS apps that does inter-app sharing best is OneNote itself. Under Satya Nadella’s leadership, Microsoft has (mostly) abandoned its former strategy of withholding applications and features from competing operating systems. Excellent iOS versions of the major Office apps are one of the fruits of this shift.
OneNote in particular is now an first-class citizen of Apple’s ecosystem. For example, the app fully supports share extensions, which allows me to quickly import drawings, photos, and other elements directly from many other apps. On the iPhone 6s, OneNote support 3D touch, allows for quick note creation without having to open the app. Microsoft has even released an (actually useful!) Apple Watch version of OneNote that allows me to consult the most recent notes and dictate new ones when I’m not near my phone or tablet.
As you would expect, writing and drawing with the Pencil is very good. As with Windows versions of the app, handwritten text is OCRed and indexed for later search-based retrieval (even within notebooks that aren’t locally available in your device!), and inked elements are treated as objects that can be selected, copied/pasted, scaled, etc. I can use the tablet’s camera and mic to insert photos and audio into my notes in real time. In short, the main features that attracted me to note-taking in Windows are now available in iOS.
That said, there are a couple of downsides. OneNote for iOS’s user interface is very similar to the one in the Windows 10 version: there’s no radial menu, and there’s a lot of application chrome on the screen relative to the space available for note-taking. Most annoyingly, inking is a mode that you must explicitly enter by tapping a button inside a traditional tabbed menu, instead of being automatically activated when the Pencil touches the screen.
As I mentioned earlier, the Windows 8.1 version of OneNote remains my favorite note-taking app. Its user interface is unparalleled for speed of pen-based interaction. That said, the iOS version of the app is now good enough, and having access to all of the other applications in the iOS ecosystem more than makes up for its shortcomings.
So that’s what I’m using now for digital note-taking and sketching. But as I mentioned earlier, I’m also doing a lot more sketching and writing on paper as well. The reason?
There is now a great app for digitizing paper-based notes
After all this time using digital sketching tools, I’ve started using more paper in my daily workflow. The main reason for this is another great Microsoft iOS app: Office Lens. You can think of it as a camera app with special super powers that make it ideal for capturing physical notes:
It corrects for perspective distortions by automatically detecting the edges of rectangles (such as sheets of paper, stickies, and whiteboards)
It can automatically increase contrast in images to make content more legible
It can save directly to OneNote (among other destinations)
It can take multiple shots in a grouped sequence so that you can import separate pages into a single OneNote note (or to export as a PDF)
It can OCR text in images so you can search for it later
“But,” you may protest, “your previous recommendation (Readdle’s Scanner Pro) does all of these things!” Yes it does, but Office Lens has an additional trick that makes it stand out:
It can OCR your handwriting in images
This is a big deal, since it makes it possible for the notes I write in my Moleskine or in stickies to be indexed and searchable within OneNote. Living in the future!
Thanks to Office Lens, I now have a hybrid approach to note-taking: Sometimes I’m fully digital, writing and sketching directly on the iPad, but at other times I’m free to draw on loose leaf paper using Sharpies, or in my Moleskine, or on an index card. I always photograph these into my OneNote “inbox” using Office Lens, and afterwards sort them into the appropriate notebooks. The result is that I get the best of both worlds: the ubiquity, findability, and power of digital, with the flexibility and control of analog.
I’ve also become much less precious about my physical sketching: I’m no longer obsessing about the right type of paper and pen I’m using. It will all end up as bits in my note repository in the cloud anyways.
So there you have it, my updated smart sketchbook setup: Windows out, iOS in; OneNote still here, with some other apps providing specialized support. In some ways, it’s a return to the past—I’m using up more trees!—but in general I feel like my current setup is more powerful and flexible than it was before. I now have the best of both worlds always at my disposal.
I expect my system can and will continue to evolve incrementally. But barring completely unforeseen circumstances, I can’t imagine radically changing it at this point. If I do, I will publish another followup post.