Search & Discovery Patterns, a UIE Virtual Seminar
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  • You design the smallest details of your website to optimize the user experience. But people jump right to the search box, and on the vast majority of websites, get flooded with results. The entire experience you designed has been erased. Don’t panic. Search and discovery patterns can help.
  • On this UIE virtual seminar, we'll join Peter Morville as he presents design patterns for a wide variety of search scenarios. He'll draw on principals from his classic O’Reilly books, as well as his new O'Reilly book, Search Patterns.
  • And you’ll learn how to adapt search patterns to your own site, taking examples from Endeca’s faceted search pattern library, with Mark Burrell walking you through the methodology his experience design team follows in the field.
  • It looks easy, but search turns out to be one of the toughest problems in experience design. Search is not just an engine. It’s not just a piece of software. Search is a complex adaptive system. We can’t solve the problem by focusing on only a few of its component parts. We must tackle the whole of search, from users and the user interface to content and its creators. We must recognize that search is not just an IT problem, but a knowledge management challenge as well.
  • Getting search right requires focus and an obsessive attention to detail. To make our search interfaces really sing, we must apply established principles of visual and interaction design.
  • But we must also zoom out. Search must be designed within the broader context of an information architecture that includes navigation systems and findable objects.
  • In this session, we’ll be exploring examples from across the categories of web, e-commerce, enterprise, desktop, mobile, social, and real-time search.
  • And, we’ll be taking a page from the book of Alexander, by identifying patterns of behavior and design that bridge multiple categories and contexts.
  • In particular, we’ll be reviewing repeatable (and optimal) solutions to common problems in search and discovery, many of which are highlighted within Peter’s Search Pattern Library.
  • We’ll take a look at several patterns of behavior [narrowing, expanding, and pearl growing]
  • And, we’ll dig deep into a few major design patterns [ like “auto-complete,” best first, and faceted search]
  • Peter will take a peek at how today’s innovators are redefining the category of search and discovery.
  • And, we’ll discuss how user experience methods and deliverables can help us design the future of search and discovery.
  • But what's it like to adapt a pattern to your own site? One-size-does-not-fit-all. So next, we’ll take a deep dive on one pattern to learn about its variations, and its exceptions..
  • Mark Burrell of Endeca will walk you through a methodology his experience design team follows in the field. Following classic user centered design, we’ll first understand the user context for search. What user types are we supporting? What are their goals and scenarios? What kinds of assets are they searching, and which modes of interaction will they follow?
  • Then, we’ll apply that to a very common pattern that’s also one of the trickiest: how do you present mixed results sets? That is, when your results mix documents and videos, or mix products with FAQs, how do you help users make sense of it all? And what about the second order problem: how do you mix the refinement options that go along with those sets?
  • Sometimes it is effective to mix the results together. At other times it makes more sense to “segment” the results within separate sections of the UI -- such as tabs
  • The pattern library helps guide this. For example, sophisticated library users would expect mixed media in the same list. In that case, the pattern suggests a visual system or icons to call out the mix.
  • And in contrast, a mass media site might chunk its mixed media into different zones – say, covers, photo essays and video – to help its users find their way.
  • And finally, patterns are definitely greater than the sum of the specific elements -- it’s critical to describe and understand how the various parts work together to solve the user interface challenge
  • We hope you’ll join us on this UIE virtual seminar with Peter Morville and Mark Burrell to learn how you can jump your search experience forward with search patterns

Search & Discovery Patterns, a UIE Virtual Seminar Search & Discovery Patterns, a UIE Virtual Seminar Presentation Transcript

  • Search & Discovery Patterns UIE Virtual Seminar Peter Morville, Semantic Studios Mark Burrell, Endeca
  • Endeca UI Design Patterns: Key Components Copyright ©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Problem Summary Constraints & Challenges Solution Elements Examples Related Patterns Usages
  • Search is a… Complex, Adaptive System Source: Search Patterns (2010)
  • Principles of Design
    • Incremental Construction
    • Progressive Disclosure
    • Immediate Response
    • Alternate Views
    • Predictability
    • Recognition Over Recall
    • Minimal Disruption
    • Direct Manipulation
    • Context of Use
    • There is one timeless way of building.
    • It is thousands of years old, and the same today as it has always been.
    • The great traditional buildings of the past, the villages and tents and temples in which man feels at home, have always been made by people who were very close to the center of this way.
    • It is not possible to make great buildings, or great towns, beautiful places, places where you feel yourself, places where you feel alive, except by following this way.
    • And, as you will see, this way will lead anyone who looks for it to buildings which are themselves as ancient in their form, as the trees and hills, and as our faces are.
    • The Timeless Way of Building
    • Christopher Alexander
  • Behavior Patterns
  • Design Patterns
  • Redefining Search
  • Adapting Patterns
  • Selecting & Applying Patterns: Understanding the User Context Copyright©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Copyright ©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Modes of Interaction Assets Goals & Scenarios User Types
    • Locating
    • Exploring
    • Evaluating
    • Comparing
    • Sharing
    • Etc.
    • Products
    • Rich Media
    • Textual Info
    • Relationships
    • Community
    • Etc.
    • Find
    • Learn
    • Understand
    • Discover
    • Decide
    • Etc.
    • Electronics Engineer
    • Purchasing Agent
    • Novice Shopper
    • Technical Enthusiast
    • Etc.
  • Mixed Results Presentations: Varied Solutions for Varied User Contexts Copyright©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Mixed Sets with Spotlights Segmented Results with Tabs
  • Mixed Results Presentations: Varied Solutions for Varied User Contexts Copyright©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Mixed Sets with Spotlights Segmented Results with Tabs
  • Mixed Results Presentations: Mixed Sets with Spotlights
    • Solution Elements
    • Mixed types of results are grouped together as a combined set (e.g., list)
      • Use icons or a simple visual system to differentiate types of content within the mixed results presentation
    Copyright©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Copyright ©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Triangle Research Libraries Network
  • Mixed Results Presentations: Mixed Sets with Spotlights
    • Solution Elements
    • Use content type-specific “Result Spotlight” zones to increase the visibility of content types expected to be most valuable and relevant
      • If varied user types are expected to be most interested in varied asset types, considering personalizing “result spotlight” zones by user segment (e.g., forms and applications for store associates, checklists and policies for managers, etc. )
    Copyright©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Copyright ©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Time Magazine
  • Mixed Results Presentations: Mixed Sets with Spotlights
    • Solution Elements
    • Make document/content type one of the key dimensions available for refinement
      • This dimension should be aligned with the visual system for differentiating results within the mixed presentation
    Copyright©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Copyright ©2009 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Triangle Research Libraries Network
  • Search & Discovery Patterns UIE Virtual Seminar Peter Morville, Semantic Studios Mark Burrell, Endeca