From Search to Discovery Tony Russell-Rose, PhD UX Manager (EMEA) 08-Feb-2011
Understanding Search & Discovery Behaviour Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and ...
Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential. James Joyce’s Ulysses? Irish ...
Search tasks Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential. Fact finding Dis...
Is this the right problem to solve? Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confide...
A Relevance Primer <ul><li>We seek good  recall </li></ul><ul><ul><li>All relevant results are returned </li></ul></ul><ul...
Human-computer information retrieval (HCIR) <ul><li>Don’t just guess the user’s intent </li></ul><ul><li>Increase user res...
Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential.
Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential.
But what about the three click rule? Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confid...
Models of the Information Seeking Process <ul><li>Standard Model </li></ul><ul><ul><li>Broder 2002, Sutcliffe & Ennis 1998...
Information Seeking in Stages Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential....
Design for Discovery Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential. Varied S...
Varied Contexts required Varied Solutions Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and c...
Varied Contexts required Varied Solutions Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and c...
The Dimensions of Search User Experience Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and co...
Dimension 1: User Type Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential. KNOWLE...
Dimension 2: Objective Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential. I need...
Dimension 3: Mode of Interaction Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidenti...
Modes vs. Search Activities Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential. <...
Dimension 4: Assets Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidential. COMPLEXIT...
Endeca UI Design Pattern Library Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confidenti...
Endeca UI Patterns: Overview of current patterns <ul><li>Currently 19 design patterns (more coming) </li></ul><ul><li>Scop...
Endeca UI Patterns: Key Components Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confiden...
Sample Patterns: Vertical Stack Guided Navigation Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprieta...
Faceted Navigation: Vertical Stack Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confiden...
Faceted Navigation: Vertical Stack Copyright©2010 Endeca Technologies, Inc. All rights reserved.  Proprietary and confiden...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Reserve a consistent salient location on th...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Provide a meaningful natural language label...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Provide a meaningful natural language label...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Visually  group  Dimension labels and selec...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Visually  distinguish  Dimension labels fro...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Present Dimensions in order of “importance”...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Select and present a subset of Dimensions t...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Ensure that the most “important” Dimensions...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Limit the number of Dimension Values displa...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Provide a visual or textual cue inviting us...
Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>When users select the more/all option, pres...
Current Patterns <ul><li>Search </li></ul><ul><ul><li>Search Box </li></ul></ul><ul><ul><li>Auto-Suggest </li></ul></ul><u...
Thank you  <ul><li>  Tony Russell-Rose, PhD </li></ul><ul><li>  UX Manager, EMEA </li></ul><ul><li>  [email_address] </li>...
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From Search to Discovery

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An overview of the key theories and models of human information-seeking behavior and how these translate into principles for the design of effective search and discovery experiences.

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  • Analogy of librarian bringing back pile of books at each exchange
  • We apply principles and practices that are specifically focus on understanding and optimizing the discovery experience and fully and creatively leveraging info assets &amp; Endeca capabilities
  • We apply principles and practices that are specifically focus on understanding and optimizing the discovery experience and fully and creatively leveraging info assets &amp; Endeca capabilities
  • We apply principles and practices that are specifically focus on understanding and optimizing the discovery experience and fully and creatively leveraging info assets &amp; Endeca capabilities
  • We apply principles and practices that are specifically focus on understanding and optimizing the discovery experience and fully and creatively leveraging info assets and Endeca capabilities
  • We apply principles and practices that are specifically focus on understanding and optimizing the discovery experience and fully and creatively leveraging info assets &amp; Endeca capabilities
  • Problem Summary Usages and Constraints Solution elements Related Patterns Anti-patterns Additional Samples Wiki Discussion
  • And with that, this concludes the presentation part of the Webinar. We’ll be posting a recording of this presentation along with the slides on EDeN. If you have any questions about the content, feel free to contact Support at support@endeca.com. Now we’ll take any questions you may have and after the questions we’ll do a quick survey to find out if this presentation was useful, and which topics you’d like to see covered in future webinars.
  • From Search to Discovery

    1. 1. From Search to Discovery Tony Russell-Rose, PhD UX Manager (EMEA) 08-Feb-2011
    2. 2. Understanding Search & Discovery Behaviour Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    3. 3. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. James Joyce’s Ulysses? Irish writer? PR6019.O9 U418 G42
    4. 4. Search tasks Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Fact finding Discovery Irish writer? James Joyce’s Ulysses ?
    5. 5. Is this the right problem to solve? Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. <ul><li>Possibilities of the search box </li></ul><ul><ul><li>Search often works when you know precisely what you want, and how to ask for it </li></ul></ul><ul><li>Limitations of the search box </li></ul><ul><ul><li>Search fails when you don’t know which choices you have, because you don’t know what you don’t know </li></ul></ul>
    6. 6. A Relevance Primer <ul><li>We seek good recall </li></ul><ul><ul><li>All relevant results are returned </li></ul></ul><ul><li>We also seek good precision </li></ul><ul><ul><li>Results that are returned are relevant </li></ul></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. the whole truth, The truth, & nothing but the truth relevant retrieved
    7. 7. Human-computer information retrieval (HCIR) <ul><li>Don’t just guess the user’s intent </li></ul><ul><li>Increase user responsibility and control </li></ul><ul><li>Require and reward human intellectual effort </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. <ul><li>But there is a difficult trade-off </li></ul><ul><ul><li>Which should we favour? </li></ul></ul>recall precision
    8. 8. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    9. 9. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    10. 10. But what about the three click rule? Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Testing the Three-Click Rule , Joshua Porter / UIE, Apr 16, 2003
    11. 11. Models of the Information Seeking Process <ul><li>Standard Model </li></ul><ul><ul><li>Broder 2002, Sutcliffe & Ennis 1998 </li></ul></ul><ul><li>Cognitive Model </li></ul><ul><ul><li>Norman 1988, Marchioni 1989 </li></ul></ul><ul><li>Dynamic Model </li></ul><ul><ul><li>Bates 1989, O‘ Day and Jeffries 1993 </li></ul></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    12. 12. Information Seeking in Stages Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Predict Adapt Iterate Revise Evaluate The five core activities of human information-seeking behavior Am I asking my question the right way? Was my prediction accurate? How should I adjust my tactics? Am I progressing toward my goal? Did I learn something that alters my goal?
    13. 13. Design for Discovery Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Varied Solutions for Varied User Contexts Varied Solutions for Varied User Contexts
    14. 14. Varied Contexts required Varied Solutions Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Where should we put the Faceted Navigation and how should it be laid out to be as effective as possible?
    15. 15. Varied Contexts required Varied Solutions Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. We have diverse types of content - how should we present mixed results sets to help our users successfully discover the most relevant and useful items?
    16. 16. The Dimensions of Search User Experience Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Objective User Type <ul><li>“ Find part #35456…” </li></ul><ul><li>“ Discover compatible parts …” </li></ul><ul><li>“ Understand part obsolescence …” </li></ul><ul><li>etc. </li></ul><ul><li>Electronics Engineer </li></ul><ul><li>Purchasing Agent </li></ul><ul><li>Novice Shopper </li></ul><ul><li>Technical Enthusiast </li></ul><ul><li>Etc. </li></ul>Mode of Interaction <ul><li>Analyzing </li></ul><ul><li>Comparing </li></ul><ul><li>Evaluating </li></ul><ul><li>Exploring </li></ul><ul><li>Locating </li></ul><ul><li>Etc. </li></ul>Assets <ul><li>Products </li></ul><ul><li>Rich Media </li></ul><ul><li>Textual Info </li></ul><ul><li>Relationships </li></ul><ul><li>Community </li></ul><ul><li>Etc. </li></ul>
    17. 17. Dimension 1: User Type Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. KNOWLEDGE Novice Uncertain Expert Confident Users vary in terms of their level of knowledge, confidence & attitude Purchasing Agent Electronics Engineer Maintenance Technician
    18. 18. Dimension 2: Objective Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. I need to find part number 2335456 BREADTH COMPLEXITY Focused Simple Broad Complex I need to discover compatible parts that work for my assembly I need to understand part obsolescence & manage our risks Electronics Engineer
    19. 19. Dimension 3: Mode of Interaction Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Synthesizing To generate or communicate insight by integrating diverse inputs to create a novel artefact or composite view I need to prepare a weekly report for my boss of how things are going I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers Exploring To investigate or serendipitously examine an information space for the purpose of learning or knowledge discovery I need to know the cost drivers for a part such as materials that impact cost Analyzing To critically examine the detail of an item or data set to identify patterns & relationships I need to compare our module set teardowns with competitors to see if we’re competitive Comparing To examine two or more items to identify similarities & differences I need to find a new part with specific attributes then source it from the most qualified supplier Locating To find a specific (possibly known) item I need to determine my current state so I can evaluate if I have price variation Evaluating To use judgement to determine the significance or value of an item or data set with respect to a specific benchmark or model Monitoring To maintain awareness of the status of an item or data set for purposes of management or control I need to monitor at risk dealers so I can prompt my Account Reps to fix the problems Validating To confirm or substantiate that an item or set of items meets some specific criterion How can I determine if I am looking at the latest information for a part or supplier?
    20. 20. Modes vs. Search Activities Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. <ul><li>Marchionini, 2006 </li></ul><ul><li>Spencer, 2006 </li></ul><ul><ul><li>Known-item </li></ul></ul><ul><ul><li>Exploratory </li></ul></ul><ul><ul><li>Don’t know what you need to know </li></ul></ul><ul><ul><li>Re-finding </li></ul></ul><ul><li>Morville, 2010 </li></ul><ul><ul><li>Quit </li></ul></ul><ul><ul><li>Narrow </li></ul></ul><ul><ul><li>Expand </li></ul></ul><ul><ul><li>Pearl-growing </li></ul></ul><ul><ul><li>Pogo-sticking </li></ul></ul><ul><ul><li>Thrashing </li></ul></ul>
    21. 21. Dimension 4: Assets Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. COMPLEXITY Simple Homogeneous Highly Faceted Diverse
    22. 22. Endeca UI Design Pattern Library Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    23. 23. Endeca UI Patterns: Overview of current patterns <ul><li>Currently 19 design patterns (more coming) </li></ul><ul><li>Scope includes: </li></ul><ul><ul><li>UI elements </li></ul></ul><ul><ul><ul><li>breadcrumbs, search boxes </li></ul></ul></ul><ul><ul><li>UI “assemblies” </li></ul></ul><ul><ul><ul><li>guided navigation, search results, comparisons </li></ul></ul></ul><ul><ul><li>UI frameworks </li></ul></ul><ul><ul><ul><li>launch/landing pages </li></ul></ul></ul><ul><li>Search, discovery, analytics </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    24. 24. Endeca UI Patterns: Key Components Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. <ul><li>Key Components </li></ul><ul><li>Problem Summary </li></ul><ul><li>Usages and Constraints </li></ul><ul><li>Solution elements </li></ul><ul><li>Related Patterns </li></ul><ul><li>Additional Examples </li></ul><ul><li>Anti-patterns </li></ul>
    25. 25. Sample Patterns: Vertical Stack Guided Navigation Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    26. 26. Faceted Navigation: Vertical Stack Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. <ul><li>Dimensions are “vertically stacked” – in priority order – adjacent to search results </li></ul><ul><li>Visibility is managed via a number of techniques (e.g. collapsible and expandable dimensions, etc.) </li></ul><ul><li>Meaningful natural language labels for the GN menu and Dimensions provide context and a call to action (e.g. “Refine Results by:”) </li></ul><ul><li>Visual cues (e.g. proximity, spacing, justification, color, font) are used to express hierarchy and containment (e.g. values within dimensions) </li></ul>Solution Overview Sony Style
    27. 27. Faceted Navigation: Vertical Stack Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Sony Style <ul><li>Co-existence of non-faceted (Endeca) navigation menus </li></ul><ul><li>Potential for displaying too many choices </li></ul><ul><li>Height of menu vs. height of results area </li></ul><ul><li>Discoverability and learnability of guided navigation capabilities (including connection to results) </li></ul>Constraints & Challenges
    28. 28. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Reserve a consistent salient location on the page for available refinements </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Sony Style
    29. 29. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Provide a meaningful natural language label (and call to action) for the entire Guided Navigation menu UI element, e.g.: </li></ul><ul><ul><li>“ Narrow Your Results” </li></ul></ul><ul><ul><li>“ Refine Your Results” </li></ul></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    30. 30. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Provide a meaningful natural language label for each Dimension </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    31. 31. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Visually group Dimension labels and selectable Dimension Values through proximity, spacing/indents, color coding, etc. </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    32. 32. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Visually distinguish Dimension labels from Dimension Values through font variations, color, justification, etc. </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    33. 33. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Present Dimensions in order of “importance” and frequency of use </li></ul><ul><ul><li>Note “importance” is a function of user needs and business priorities </li></ul></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Marriott
    34. 34. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Select and present a subset of Dimensions that align with expected user task flow </li></ul><ul><ul><li>What are users likely to need in various contexts? </li></ul></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Carzone.ie
    35. 35. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Ensure that the most “important” Dimensions and Dimension Values are immediately visible to the user without scrolling </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Carzone.ie
    36. 36. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Limit the number of Dimension Values displayed within each Dimension to an easily scanned list </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    37. 37. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>Provide a visual or textual cue inviting users to see more/all hidden Dimension Values within a specific Dimension </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    38. 38. Faceted Navigation: Vertical Stack <ul><li>Solution Elements </li></ul><ul><li>When users select the more/all option, present the additional Dimension Values in context </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    39. 39. Current Patterns <ul><li>Search </li></ul><ul><ul><li>Search Box </li></ul></ul><ul><ul><li>Auto-Suggest </li></ul></ul><ul><ul><li>Search Within </li></ul></ul><ul><li>Faceted Navigation </li></ul><ul><ul><li>Vertical Stack </li></ul></ul><ul><ul><li>Open Parametric </li></ul></ul><ul><ul><li>Open Parametric Multi-select </li></ul></ul><ul><ul><li>Range Slider </li></ul></ul><ul><li>Results Manipulation </li></ul><ul><ul><li>Item Comparison </li></ul></ul><ul><ul><li>Persistent Comparison List </li></ul></ul><ul><li>Promotional Spotlighting </li></ul><ul><ul><li>Featured Results </li></ul></ul><ul><ul><li>Search Results Related Content </li></ul></ul><ul><ul><li>Mixed Content Results with Spotlights </li></ul></ul><ul><li>Faceted Analytics </li></ul><ul><ul><li>Analytics Dashboard </li></ul></ul><ul><ul><li>Analytics Applications </li></ul></ul><ul><li>Spatial Visualization </li></ul><ul><ul><li>Point Location Map </li></ul></ul><ul><ul><li>Region Map </li></ul></ul><ul><ul><li>Heat Map </li></ul></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    40. 40. Thank you <ul><li> Tony Russell-Rose, PhD </li></ul><ul><li> UX Manager, EMEA </li></ul><ul><li> [email_address] </li></ul><ul><li>Blog: http://isquared.wordpress.com </li></ul><ul><li>Endeca Blog: http://facets.endeca.com/ </li></ul><ul><li>Pattern Library: http://patterns.endeca.com/ </li></ul>Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.

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