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Developing & Implementing Findability Standards
 

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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    Developing & Implementing Findability Standards Developing & Implementing Findability Standards Presentation Transcript

    • Developing & Implementing Findability StandardsFor Web, Intranet, and Applications bbRavi Mynampaty (Рави Майнампати) Copyright © President & Fellows of Harvard College.
    • About me• Search guy• Engineer• Linguistics• Data Visualization @ravimynampaty 2
    • 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
    • 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
    • The Moscow Connection • Danilov bell • 1929: saved • 2008: returned @ravimynampaty 5
    • Outline: The Five W’s of Findability1. Why?2. What?3. Who?4. How?5. When?• List of standards @ravimynampaty 6
    • Alternate Title Your search engine doesn’t matter (so much) @ravimynampaty 7
    • 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
    • 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
    • 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
    • Findability Components: Framework Modified from “Search Patterns”, Morville & Callender 11
    • Findability Components1. Analytics and User Research2. UI3. Engine4. Content5. Creators6. Management & Support @ravimynampaty 12
    • 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
    • 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
    • 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
    • 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
    • Biz Owner Interview Questions• Search Engine • No questions• Content • Content types? • Access structures? • ROT ? • Repository types? @ravimynampaty 17
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • 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
    • Summary Current state Future state Validation & tuning o via implementation in projects @ravimynampaty 27
    • Summary Current state Future state Validation & tuning o via implementation in projects @ravimynampaty 28
    • Summary Current state Future state Validation & tuning o via implementation in projects @ravimynampaty 29
    • Thank You• Questions? searchguy@hbs.edu @ravimynampaty 30