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Developing & Findability Standards
For Web, Intranet, and Applications

Ravi Mynampaty

                                      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
Looking for rocket science?




              @ravimynampaty   4
Outline: The Five W’s of Findability

1.   What?

2.   Why?

3.   Who?

4.   How?

5.   When?

•    List of standards


                    @ravimynampaty     5
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                       6
Alternate Title



    Your search engine doesn’t matter
                      (so much)




                  @ravimynampaty        7
Why Findability Standards?




              @ravimynampaty   8
Why Findability Standards?

•   Problems:
    •   Proliferation of different search tools
    •   Multiple UI design patterns
    •   Lack of optimization, standardization
    •   No formal support system


•   Risk:
    •   Users not finding information they need
    •   Borne out by recent user research

•   Need standards to tackle the above

                         @ravimynampaty           9
Improving Findability: Goals

1.   Develop a global view of HBS Findability

2.   Develop standards, practices, support mechanisms
     for HBS Findability

3.   Develop a plan for the evolution of HBS Findability




                     @ravimynampaty                        10
Findability Components: Framework




  Modified from “Search Patterns”, Morville & Callender   11
Findability Components

1.   Analytics and User Research

2.   UI

3.   Engine

4.   Content

5.   Creators

6.   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
    •   Analytics/User research, UI, Engine, Content, Creators,
        Management & Support




                        @ravimynampaty                            15
Sampling of Standards
•   Analytics/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                                    16
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   17
Information Management Team

•   Offers services to support and meet standards
    •   Large Projects (Web, Intranet, Applications)
    •   Other projects as necessary

•   Services:
    •   Analytics, Search, Metadata, Taxonomy, Content

•   Can help:
    •   Articulate goals
    •   Implement and use standards




                        @ravimynampaty                   18
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                                19
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

•   Analytics/User Research
    •    App needs to be analytics enabled, esp. need to capture
         search strings and no result queries.
                         @ravimynampaty                               20
Summary



   Current state

   Future state

   Validation & tuning
    o   via implementation in projects



                     @ravimynampaty      21
Summary



   Current state

   Future state

   Validation & tuning
    o   via implementation in projects



                     @ravimynampaty      22
Thank You

•   Questions?



                  searchguy@hbs.edu



             www.linkedin.com/in/mynampaty

             www.slideshare.net/mynampaty


                  @ravimynampaty             23

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Ravi Mynampaty - developing findability standards

  • 1. Developing & Findability Standards For Web, Intranet, and Applications Ravi Mynampaty 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. Looking for rocket science? @ravimynampaty 4
  • 5. Outline: The Five W’s of Findability 1. What? 2. Why? 3. Who? 4. How? 5. When? • List of standards @ravimynampaty 5
  • 6. 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 6
  • 7. Alternate Title Your search engine doesn’t matter (so much) @ravimynampaty 7
  • 8. Why Findability Standards? @ravimynampaty 8
  • 9. Why Findability Standards? • Problems: • Proliferation of different search tools • Multiple UI design patterns • Lack of optimization, standardization • No formal support system • Risk: • Users not finding information they need • Borne out by recent user research • Need standards to tackle the above @ravimynampaty 9
  • 10. Improving Findability: Goals 1. Develop a global view of HBS Findability 2. Develop standards, practices, support mechanisms for HBS Findability 3. Develop a plan for the evolution of HBS Findability @ravimynampaty 10
  • 11. Findability Components: Framework Modified from “Search Patterns”, Morville & Callender 11
  • 12. Findability Components 1. Analytics and User Research 2. UI 3. Engine 4. Content 5. Creators 6. 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 • Analytics/User research, UI, Engine, Content, Creators, Management & Support @ravimynampaty 15
  • 16. Sampling of Standards • Analytics/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 16
  • 17. 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 17
  • 18. Information Management Team • Offers services to support and meet standards • Large Projects (Web, Intranet, Applications) • Other projects as necessary • Services: • Analytics, Search, Metadata, Taxonomy, Content • Can help: • Articulate goals • Implement and use standards @ravimynampaty 18
  • 19. 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 19
  • 20. 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 • Analytics/User Research • App needs to be analytics enabled, esp. need to capture search strings and no result queries. @ravimynampaty 20
  • 21. Summary  Current state  Future state  Validation & tuning o via implementation in projects @ravimynampaty 21
  • 22. Summary  Current state  Future state  Validation & tuning o via implementation in projects @ravimynampaty 22
  • 23. Thank You • Questions? searchguy@hbs.edu www.linkedin.com/in/mynampaty www.slideshare.net/mynampaty @ravimynampaty 23

Editor's Notes

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