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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.

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 & 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 & 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 & 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 & 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.
  • Transcript

    • 1. From Search to Discovery Tony Russell-Rose, PhD UX Manager (EMEA) 08-Feb-2011
    • 2. Understanding Search & Discovery Behaviour Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 3. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. James Joyce’s Ulysses? Irish writer? PR6019.O9 U418 G42
    • 4. Search tasks Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Fact finding Discovery Irish writer? James Joyce’s Ulysses ?
    • 5. Is this the right problem to solve? Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
      • Possibilities of the search box
        • Search often works when you know precisely what you want, and how to ask for it
      • Limitations of the search box
        • Search fails when you don’t know which choices you have, because you don’t know what you don’t know
    • 6. A Relevance Primer
      • We seek good recall
        • All relevant results are returned
      • We also seek good precision
        • Results that are returned are relevant
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. the whole truth, The truth, & nothing but the truth relevant retrieved
    • 7. Human-computer information retrieval (HCIR)
      • Don’t just guess the user’s intent
      • Increase user responsibility and control
      • Require and reward human intellectual effort
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
      • But there is a difficult trade-off
        • Which should we favour?
      recall precision
    • 8. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 9. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 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. Models of the Information Seeking Process
      • Standard Model
        • Broder 2002, Sutcliffe & Ennis 1998
      • Cognitive Model
        • Norman 1988, Marchioni 1989
      • Dynamic Model
        • Bates 1989, O‘ Day and Jeffries 1993
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 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. 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. 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. 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. The Dimensions of Search User Experience Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Objective User Type
      • “ Find part #35456…”
      • “ Discover compatible parts …”
      • “ Understand part obsolescence …”
      • etc.
      • Electronics Engineer
      • Purchasing Agent
      • Novice Shopper
      • Technical Enthusiast
      • Etc.
      Mode of Interaction
      • Analyzing
      • Comparing
      • Evaluating
      • Exploring
      • Locating
      • Etc.
      Assets
      • Products
      • Rich Media
      • Textual Info
      • Relationships
      • Community
      • Etc.
    • 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. 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. 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. Modes vs. Search Activities Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
      • Marchionini, 2006
      • Spencer, 2006
        • Known-item
        • Exploratory
        • Don’t know what you need to know
        • Re-finding
      • Morville, 2010
        • Quit
        • Narrow
        • Expand
        • Pearl-growing
        • Pogo-sticking
        • Thrashing
    • 21. Dimension 4: Assets Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. COMPLEXITY Simple Homogeneous Highly Faceted Diverse
    • 22. Endeca UI Design Pattern Library Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 23. Endeca UI Patterns: Overview of current patterns
      • Currently 19 design patterns (more coming)
      • Scope includes:
        • UI elements
          • breadcrumbs, search boxes
        • UI “assemblies”
          • guided navigation, search results, comparisons
        • UI frameworks
          • launch/landing pages
      • Search, discovery, analytics
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 24. Endeca UI Patterns: Key Components Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
      • Key Components
      • Problem Summary
      • Usages and Constraints
      • Solution elements
      • Related Patterns
      • Additional Examples
      • Anti-patterns
    • 25. Sample Patterns: Vertical Stack Guided Navigation Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 26. Faceted Navigation: Vertical Stack Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
      • Dimensions are “vertically stacked” – in priority order – adjacent to search results
      • Visibility is managed via a number of techniques (e.g. collapsible and expandable dimensions, etc.)
      • Meaningful natural language labels for the GN menu and Dimensions provide context and a call to action (e.g. “Refine Results by:”)
      • Visual cues (e.g. proximity, spacing, justification, color, font) are used to express hierarchy and containment (e.g. values within dimensions)
      Solution Overview Sony Style
    • 27. Faceted Navigation: Vertical Stack Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Sony Style
      • Co-existence of non-faceted (Endeca) navigation menus
      • Potential for displaying too many choices
      • Height of menu vs. height of results area
      • Discoverability and learnability of guided navigation capabilities (including connection to results)
      Constraints & Challenges
    • 28. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Reserve a consistent salient location on the page for available refinements
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Sony Style
    • 29. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Provide a meaningful natural language label (and call to action) for the entire Guided Navigation menu UI element, e.g.:
        • “ Narrow Your Results”
        • “ Refine Your Results”
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    • 30. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Provide a meaningful natural language label for each Dimension
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    • 31. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Visually group Dimension labels and selectable Dimension Values through proximity, spacing/indents, color coding, etc.
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    • 32. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Visually distinguish Dimension labels from Dimension Values through font variations, color, justification, etc.
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    • 33. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Present Dimensions in order of “importance” and frequency of use
        • Note “importance” is a function of user needs and business priorities
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Marriott
    • 34. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Select and present a subset of Dimensions that align with expected user task flow
        • What are users likely to need in various contexts?
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Carzone.ie
    • 35. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Ensure that the most “important” Dimensions and Dimension Values are immediately visible to the user without scrolling
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Carzone.ie
    • 36. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Limit the number of Dimension Values displayed within each Dimension to an easily scanned list
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    • 37. Faceted Navigation: Vertical Stack
      • Solution Elements
      • Provide a visual or textual cue inviting users to see more/all hidden Dimension Values within a specific Dimension
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    • 38. Faceted Navigation: Vertical Stack
      • Solution Elements
      • When users select the more/all option, present the additional Dimension Values in context
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Food Network
    • 39. Current Patterns
      • Search
        • Search Box
        • Auto-Suggest
        • Search Within
      • Faceted Navigation
        • Vertical Stack
        • Open Parametric
        • Open Parametric Multi-select
        • Range Slider
      • Results Manipulation
        • Item Comparison
        • Persistent Comparison List
      • Promotional Spotlighting
        • Featured Results
        • Search Results Related Content
        • Mixed Content Results with Spotlights
      • Faceted Analytics
        • Analytics Dashboard
        • Analytics Applications
      • Spatial Visualization
        • Point Location Map
        • Region Map
        • Heat Map
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.
    • 40. Thank you
      • Tony Russell-Rose, PhD
      • UX Manager, EMEA
      • [email_address]
      • Blog: http://isquared.wordpress.com
      • Endeca Blog: http://facets.endeca.com/
      • Pattern Library: http://patterns.endeca.com/
      Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.

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