Developing & Implementing Findability Standards

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Development and implementation of core findability standards in the context of HBS Websites, Intranet sites, and software apps. …

Development and implementation of core findability standards in the context of HBS Websites, Intranet sites, and software apps.

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  • 1. Developing & Implementing Findability StandardsFor Web, Intranet, and Applications bbRavi Mynampaty (Рави Майнампати) Copyright © President & Fellows of Harvard College.
  • 2. About me• Search guy• Engineer• Linguistics• Data Visualization @ravimynampaty 2
  • 3. Our Organization• Harvard University • Many schools (HMS, HLS, HKS, …)  Harvard Business School (HBS)  ITG, DRFD, MBA, Exec Ed, M&C, …  Knowledge & Library Services (KLS)  Information Management Group  Metadata/Taxonomy  Information Lifecycle Management  Analytics  Search & Findability (== Ravi) @ravimynampaty 3
  • 4. Our Organization• Harvard University • Many schools (HMS, HLS, HKS, …)  Harvard Business School (HBS)  ITG, DRFD, MBA, Exec Ed, M&C, …  Knowledge & Library Services (KLS)  Information Management Group  Metadata/Taxonomy  Information Lifecycle Management  Analytics  Search & Findability (== Ravi) @ravimynampaty 4
  • 5. The Moscow Connection • Danilov bell • 1929: saved • 2008: returned @ravimynampaty 5
  • 6. Outline: The Five W’s of Findability1. Why?2. What?3. Who?4. How?5. When?• List of standards @ravimynampaty 6
  • 7. Alternate Title Your search engine doesn’t matter (so much) @ravimynampaty 7
  • 8. Why Findability Standards?• Problems: • Proliferation of different search tools • Multiple UI design patterns • Lack of optimization, standardization • No formal support system • No formal feedback system• Risk: • Users not finding information they need • Borne out by recent user research • Getting Findability wrong can be costly• Need standards to tackle the above 8
  • 9. Improving Findability: Goals1. Develop a global view of HBS Findability2. Develop standards, practices, support mechanisms for HBS Findability3. Develop a plan for the evolution of HBS Findability @ravimynampaty 9
  • 10. What is Findability?In the context of HBS Web, Intranet, and Apps…1. The way in which end-users locate information.2. The way the information is displayed so that end- users understand what they have found.3. The precision and relevance of the information presented to them. @ravimynampaty 10
  • 11. Findability Components: Framework Modified from “Search Patterns”, Morville & Callender 11
  • 12. Findability Components1. Analytics and User Research2. UI3. Engine4. Content5. Creators6. Management & Support @ravimynampaty 12
  • 13. Roadmap to Standards• Joint effort • Knowledge & Library Services (KLS) • Information Management (IM) Team • ITG• Inventory of search-like tools• Inventory of data repositories• Conducted business owner interviews • ER, Exec Ed, MBA, M&C, DRFD• Milestone: Current state @ravimynampaty 13
  • 14. Roadmap to Standards• Joint effort • Knowledge & Library Services (KLS) • Information Management (IM) Team • ITG• Inventory of search-like tools• Inventory of data repositories• Conducted business owner interviews • ER, Exec Ed, MBA, M&C, DRFD• Milestone: Current state @ravimynampaty 14
  • 15. Roadmap to Standards• Researched best practices• Conducted business owner interviews • ER, Exec Ed, MBA, M&C, DRFD• Milestone: Desired state• Created draft standards by Findability Component • User research, UI, Engine, Content, Creators, Management & Support @ravimynampaty 15
  • 16. Biz Owner Interview Questions• Analytics & User Research • What info do you collect? • What mechanisms? • Segmentation? • Devices? • Precision/recall?• Interface • Is UI optimized to user needs? @ravimynampaty 16
  • 17. Biz Owner Interview Questions• Search Engine • No questions• Content • Content types? • Access structures? • ROT ? • Repository types? @ravimynampaty 17
  • 18. Biz Owner Interview Questions• Creators of Content • What roles? • How do you motivate creators? • What training do you provide?• Management & Support • Metrics for success? • Which analytics matter most in making management decisions? @ravimynampaty 18
  • 19. The Most Important Questions!• What is the overall business purpose /objective of this search UI?• Current specific behaviors of users?• Desired specific behaviors? • Use cases @ravimynampaty 19
  • 20. Sampling of Standards• User Research  A findability analytics plan should be established in order to understand user search behavior.• UI  Show informative result surrogates.• Engine  Recognition and indexing of explicit and implicit content metadata• Content  Develop and adopt a formal content policy for the project• Creators  Examine analytics reports and incorporate findings into content creation process. @ravimynampaty 20
  • 21. Who Can Use The Standards?• Everyone • Business Owners • UI Designers • Analytics Specialists • User Research Specialists • Search Admins • Content Managers • Individual Authors • Project Managers • Software Developers • Information Management Team @ravimynampaty 21
  • 22. How we are implementing standards• Offers services to support and meet findability standards • Large Projects (Web, Intranet, Applications) • Other projects as necessary• Services: • Analytics, Search, Metadata, Taxonomy, Content• Can help: • Articulate goals • Implement and use standards• Findability Audit @ravimynampaty 22
  • 23. Findability Audit• Perform an analysis• For each findability component, report on: • What’s working well • Specific recommendations for improvement • Recommendations are • Immediate • Longer-term @ravimynampaty 23
  • 24. How / When• Roll out standards to Web, Intranet, Applications • Engage with projects having a major findability function • Work with biz owners to determine which standards to apply• Examples: • Faculty & Research Website redesign • HBS Mobile Directory app @ravimynampaty 24
  • 25. Standards Applied: Mobile Directory• UI • Design the no-query SERP to offer simple error-handling features • Design no-results page to avoid dead-ends • On SERP always show the query that was entered in the input box. • Type-ahead for search-by-section, maybe a client side only solution. • Show search help in the input box using gray text• User Research • App needs to be analytics enabled, esp. need to capture search strings and no result queries. @ravimynampaty 25
  • 26. SummaryAdoption of Findability Standards will…• Help end-users discover/locate valuable HBS information• Make that information more findable across HBS• Break down information/findability silos 26
  • 27. Summary Current state Future state Validation & tuning o via implementation in projects @ravimynampaty 27
  • 28. Summary Current state Future state Validation & tuning o via implementation in projects @ravimynampaty 28
  • 29. Summary Current state Future state Validation & tuning o via implementation in projects @ravimynampaty 29
  • 30. Thank You• Questions? searchguy@hbs.edu @ravimynampaty 30