Categories
Content Engineering

All models reflect a point of view

We sometimes talk about having a “bird’s eye” perspective of a place or about a topic.  We can see how details connect to form a larger whole.  The distance highlights the patterns that may be hard to see up close.  In many ways, a content model is a bird’s eye view of content addressing topics or activities.  It’s a map of our content landscape. 

This year, many of us — having been shut indoors involuntarily and had our travel limited —  have marveled at the freedom of travel that birds enjoy.  Bird watching has become a popular pastime during the pandemic, encouraging people to consult content about birds to understand what they are newly noticing.

Content about birds provides an excellent view into the structure of content — even for people not interested in birds. Nearly 20 years ago JoAnne Hackos discussed what field guides to birds can teach us about structuring content in her book, Content Management for Dynamic Web Delivery.  Information about birds offers a rich topic to explore content structure.

 Last year, I conducted a workshop exploring content structuring decisions by comparing how field guides describe bird species.  I have a collection of field guides about Indian birds from my time living in India.  They all broadly cover the same material, but the precise coverage of each varies.  Some will talk about habitats, others will discuss diet.  They will get into different levels of detail.

Various guides to Indian birds
Various guides to Indian birds

As someone interested in birds, I noticed how these field guides differed when discussing the same bird species.  Even the images of a bird varied greatly: whether they are paintings or photos, if they are in context or not, and whether distinguishing features are described in the text or as annotations.  Image choices have profound implications for what information is conveyed.

All this variation reveals something that’s obvious when you see it: there’s no one way to describe a bird.  People make editorial choices when they structure content.  That’s a very different way of thinking about content structure than the notion of domain modeling, which assumes that things we describe have intrinsic characteristics that can be modeled objectively.  Domain modeling presumes there’s a platonic ideal that we can discover to describe things in our world. It can provide some conceptual scaffolding for identifying the relationships between concrete facts associated with a topic. Domain modeling is best approached from the viewpoint of different personas.  Why do they care about any of these facts?  And importantly, might they care about different facts?

Without doubt, it’s valuable to get outside of our subjective ways of seeing to consider other viewpoints.  But that doesn’t imply there’s a single viewpoint that is definitive or optimal.  Content modeling is not the same thing as data modeling, just as content isn’t simply data.  The limitation of domain modeling is that it doesn’t provide any means to distinguish more important facts from less important ones.  And it treats content as data, where facts are readily reduced to a few concrete objective statements rather than involving descriptive interpretations or analysis.  With a domain model, it’s not obvious why people care about any of the data.  Before we can build experiences from content, we need the basic content to be interesting and relevant. Relevance and interest have been overlooked in many discussions about content modeling.   

While I see richness in small editorial decisions among different field guides, a person not interested in birding may find these distinctions as unimportant.  To a casual viewer, all field guides look similar.  There’s a generic template that field guides seem to follow to describe birds.  Here, the editorial decisions have emerged over time as a common framework that’s widely accepted and expected.  Some people will view the task of structuring content as one of finding an existing framework that’s known, and copying it.  Instead of searching for the intrinsic properties of things that can be described, the search is finding patterns already used in the content.  Adopting vernacular structural patterns has much to commend it.  These patterns are familiar, and in many cases work fine.  But relying on habit can also cause us to miss opportunities to enrich how to describe things.  They may satisfy a basic need, but they don’t necessarily do so optimally.  

The most disruptive development to influence field guides is the smartphone app.  These apps shake up how they approach birds and can incorporate image and audio recognition to aid in identifying a species.   They can be marvelously clever in what they can do, but they too represent editorial decisions: a focus on a transactional task rather than a deeper look into context and comparison.  The more that content exists to support a repetitive transactional task, the more tightly prescribed the content will be in a model.  If you consider content as existing only to support narrow transactional needs, the structure of the model might seem obvious, because what else would someone care about?  Such a model presumes zero motivation on the part of the reader: they only want to view content that is necessary for completing a task.  

Field guides exist to aid the identification of birds.  Deciding what information is important — or is readily available — to aid the identification of birds still involves an editorial judgment.  

Topics don’t have intrinsic structures.  The structure depends in part on the tasks associated with the topic.  And the more that a topic requires the motivation of the reader — their interest, preferences, and choices outside of a narrow task supported within the UI — the more important the editorial dimensions of the content model become.    The model needs to express elements that tell readers why they would care about the topic: what they should learn or see as important and relevant.

Importantly, the discussion of a topic is not limited to a specific genre.  Species of birds can be discussed in ways other than field guides.  Within a genre,  you can change the structure associated with it.  But you can switch genres as well, and embrace a different structure entirely.

When we consider structures within genres, we may be inclined to confuse its form with its intent.  The importance of genre is that it provides a point of view to elucidate a topic.

Picture books provide an alternative genre to present content about birds.  They involve the tight juxtaposition of words and images, often to provide a richer narrative about a topic.  Beyond that, the structure involved is not standardized or well defined.  The genre is most often associated with children’s books and exemplified by outstanding writer-illustrators such as Maurice Sendak, Dr. Seuss, and Quintin Blake.

But picture books are not limited to children’s entertainment.  They can potentially be used for any sort of topic and any audience.

This spring a new picture book, What it’s like to be a Bird, was released that became an instant bestseller.  It was produced by David Sibley, a renowned ornithologist and illustrator.  “My original idea, in the early 2000s, was to produce a bird guide for kids. Then I started thinking about it as a bird guide for beginners of any age.  But having created a comprehensive North American bird guide, the concept of a ‘simplified’ guide never clicked for me. Instead, I wanted to make a broader introduction to birds.”

His goal is to “give readers some sense of what it’s like to be a bird…My growing sense as I worked on this book is that instinct must motivate a bird by feelings — of satisfaction, anxiety, pride, etc…how else do we explain the complex decision that birds make everyday…”  Sibley wants to capture the bird’s experience making decisions on its life journey.  A wonderful backdrop as we think about the reader’s experience on the journey through his book.

“Each essay focuses on one particular detail…they are meant to be read individually, not necessarily in sequence — everything is interconnected, and there are frequent cross-references suggesting which essay to read next.”    We can see how Sibley has planned a content model for his material.

Bolstered by his talents as a subject expert, writer, and illustrator, he’s been able to rethink how to present content about birds.  While he’s also written a conventional field guide to birds, his new book explores species through their behavior.  His is not the only recent book looking at bird behavior, but the perspective he offers is unique.  Rather than organizing content around behavior themes such as mating, he focuses the content on species of birds and then talks about two or three key behaviors they have that are interesting.  The birds act as protagonists in stories about their life situation.  

Sibley’s book profiles various species of birds — something field guides do as well. But Sibley’s profiles explain the bird from its own point of view, instead of from an external viewpoint of concrete properties such as feather markings or song calls.  The stories of these species incapsulate actions that happen over a period involving a motivation and outcome.  They aren’t data.  

He introduces species of birds by presenting two or three stories about each.  Each story is a short essay explaining an illustration of an activity the bird is engaged in.  Frequently, the illustration is puzzling, prompting the reader to want to understand it.  In some cases, he breaks the story into several small paragraphs, each with its own illustration, when he wants to describe a sequence of events over time.

A simplified content model will show how Sibley explains birds.  The diagram reveals a highly connected structure.  It doesn’t look like the hierarchical structure of a book. There’s no table of contents or index.  Though the content is manifested as a book, it could be delivered to alternative platforms and channels.  

A simplified content model for Sibley's What it's like to be a bird
A simplified content model for Sibley’s What it’s like to be a bird

On the far left of the diagram, we see themes about birdlife that are explored.  These themes may be broken into sub-themes.  For example, the theme of survival has two sub-themes, which has even more specific sub-themes:

  • Survival
    • Birds and weather
      • Keeping cool
      • Keeping warm
    • Avoiding predators
      • Be inconspicuous
      • Be alert
      • Create a distraction

Each theme or sub-theme presents a range of related factual statements.  For example, he presents a series of facts about how birds create distractions.  These facts represent some important highlights about a theme: an index of knowledge that offers a range of perspectives.  Each fact points to a profile of a bird specifies, where a story essay will provide context about the statement and make it more understandable.

In this example, we see how the theme of how birds use smell is revealed through a series of facts that point to essays about how different species use of smell.

Thematically grouped factual highlights about birdlife (source: Sibley's What it's like to be a Bird)
Thematically grouped factual highlights about birdlife (source: David Sibley’s What it’s like to be a Bird)

When we visit a profile of a bird species, we encounter several stories, which are a combination of picture and essay.  The illustration shows  a starling holding a cigarette in its beak.  The situation has the makings of a story — we want to know more.  The essay tells us.

Illustration and essay providing a story relating to a behavior of a bird species (source: Sibley's What it's like to be a Bird)
Illustration and essay providing a story relating to a behavior of a bird species (source: David Sibley’s What it’s like to be a Bird)

Even if the story is enjoyable, a part of us may wonder if it’s just an entertaining yarn. Picture books are most often associated with fantasy, after all.  And unlike a nature program on TV, we don’t see a museum expert in a talking head interview to make it seem more credible.  Instead, we get a list of recent scientific references relating to the issue.  All these references are arranged thematically, like our facts.  They provide an overview of the focus on recent scientific research about birds, giving us a sense of how much scientists are still learning about these ubiquitous creatures that are as old as dinosaurs. 

Source references of recent discoveries from scientific research relating to birds, arranged thematically (source: Sibley's What it's like to be a Bird)
Source references of recent discoveries from scientific research relating to birds, arranged thematically (source: David Sibley’s What it’s like to be a Bird)

The structuring of the content helps us to understand and explore.  The stories make each bird more real: something living we can become interested in.  We can understand their dilemmas and how they seek to solve them.  We are up-close.  But we can also step back and understand the broader behaviors of birds that influence their lives.  

While each species is described through stories, we are not limited to those.  How do other birds work with smell?  What have we learned recently about smell and birds?  These other pathways allow us to follow our interests and find different connections.  

Sibley’s model shows how to transcend the top-down hierarchies that force how to learn about a topic and the bottom-up collections of random facts that leave us with no structure to guide us.  Sibley’s model of content can be approached in different ways, but it is always deliberate.  There’s no feeling of being lost in hyperlinks.

Content models should reflect what readers want to get and how they might want to get it.  They are more than a technical specification.  They are an essential tool in editorial planning.  Developing a content model can be a creative act.

— Michael Andrews

Categories
Content Engineering

Designing Multi-Purpose Content

Publishers can do more with content when content is able to serve more than one purpose.  This post will provide a short introduction to how to structure content so that it’s multi-purpose. 

First let’s define what multi purpose means. Multi-purpose refers to when core information supports more than one content type. A content type is the structure of content relating to a specific purpose.  Each content type should have a distinct structure reflecting its unique purpose. But often certain essential information may be relevant to different content types. A simple example would be a company address.  The address is a content element used in many different content types such as an “About Us” profile or an event announcement about a meetup hosted by the company.  The same content element can be used in different content types. The address is a multi-purpose content element.

Scenarios where purposes overlap

Publishers have many opportunities to use the same content for different purposes. Another simple scenario can show us how this would work.

Imagine a company is about to release a new product to the market. The product is currently in beta.  The company wants to build awareness of the forthcoming product. There are three audience segments who are interested in the product:

  1. Existing customers of the company
  2. People who follow the sector the company is in, such as journalists, industry analysts, or Wall Street analysts
  3. People who are not current customers of the company but who may be interested in knowing about the company’s future plans

All these groups might be interested in information about the new product.  But each of these three groups has a slightly different reason for being interested in the information.  Even though they will all want to see mostly the same content, they each want to see something different as well.  By breaking content into components, we can separate which audience purposes are identical, and which are similar but different.  

Modeling commonalities 

One use of a content model is to indicate what information is delivered to which audience segment. For some aspects of a topic, audiences will see the same information, while for other aspects different audience segments see information that is specific to them.   

A close relationship exists between the segment for whom the content is designed, and the content type which represents the purpose of the content.   A prospective buyer of a product is probably not interested in a troubleshooting page, but an owner of the product might be.  

Even when different audience segments gravitate toward different content types, they may still share common interests and be seeking some of the same information.  

Different audience segments may have different reasons for being interested in the same basic information.  They may need to see slightly different versions because of their differences in their motivations, which could influence messages framing the significant of the information to the audience segment, and differences in the actions they may wan to take.  

Content teams can plan around what different audience segments want to do after reading the content. 

In  our example, the same basic content about the forthcoming product release can be used in three different content types. They can be used in a customer announcement, in a press release, and in a blog post. The descriptive body of each of these will be the same, conveying basic information about the forthcoming product.  

Three different content types drawing on a common, multi-purpose content element

Identifying motivations and managing these as components

When designing content, content teams should have a clear idea who is interested in this information and why.

In our example, the content presented to each segment has a different call-to-action at the end of the body. The customer announcement will include a sign-up call-to-action so that customers can try out the beta version. The press release would include a point of contact, which would provide a name, an email and a telephone number that journalist and others could reach.  The blog post wouldn’t include an active call-to-action, but it might embed social media discussion on Twitter concerning the forthcoming product release — perhaps tweets from beta customers crowing about how marvelous the new product is.  

The motivations of each audience segment can also be managed with distinct content elements in the content model.  Content teams can use content elements to plan and manage specific actions or considerations pertaining to different audience segments.

Thinking about purpose globally

Content teams tend to plan content around tasks. But when content is planned individually to support individual tasks, content teams can miss the opportunity to design the content more efficiently and effectively.  They may create content that addresses a specific audience segment and specific task.  But they’ve created single-purpose content that is difficult to manage and optimize.  

Tasks and information are related but not always tightly coupled.  Different audience segments may have common tasks, even though the information they need to support those tasks could vary in coverage or detail.  In such cases, why different segments are interested in a task could be different, or else their level of knowledge or interest could be different.  The instructions describing how to complete task could be global, but the supporting background content would be unique for different audience segments.  

Conversely, different audience segments may rely on the same information to support different tasks, as in our example.  

Content teams have an opportunity to plan the design of content using a common content model, built around common components that could descriptions, explanations, or actions.    A key aspect of designing multi-purpose content is to separate what information everyone is interested in from information that only certain segments are interested in.  Content will need to adjust to different audience segments depending on the motivations of a segment, and the opportunity the segment offers the organization publishing the content.

The design of content should consider two dimensions affecting multi-purpose content elements:

  1.  What brings these readers to view the content?  (The framing of elements that define the content type where information appears) 
  2.  What do these readers want to do next?  (The framing of the call-to-action or task instructions)

When the answers to those questions are specific to a segment, they will be unique element within the content type.  When several segments share common motivations, the component they view will be the same.

In summary, the same content can be useful to different audiences and in different situations.   Multi-purpose content can be considered the flip-side of personalization. We can separate what everyone needs to know (the multi-purpose part) from what only some people need to know (custom-purpose part).  To design multi-purpose content, one is looking for common elements to share with different segments. In personalization one is looking for specific elements targeted at specific segments.  The design of multi-purpose content considers in close detail what different segments need or want to view, and why.

— Michael Andrews