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.