Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
Dr.Tony Russell-Rose, FBCS CITP
UXLabs, London UK
Tony Russell-Rose, PhD
Director, UXLabs
 ~20 years experience in applied research + technology innovation at
HP Labs, BT ...
User Experience Research and Design - www.uxlabs.co.uk 3
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 4
“This a huge change to the overall user experie...
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 5
Where should the Faceted
Navigation menu be located and
how should it be organised?
6UXLabs: User Experience Research + De...
How should we present mixed
content results to help users discover
the most relevant and useful items?
7UXLabs: User Exper...
TaskUser Mode
 Analyze
 Compare
 Evaluate
 Explore
 Locate
 …
Context
 Spatio-temporal
 Social
 Environment
 Inf...
EXPERTISENovice
Uncertain
Expert
Confident
Users vary in their technical and domain expertise
Novice
Shopper
Tech
Enthusia...
I need to find
part number
2335456
SCOPE
Focused
Simple
Broad
Complex
Electronics
Engineer
I need to discover
compatible p...
COMPLEXITYSimple
Homogeneous
Highly Faceted
Diverse
11UXLabs: User Experience Research + Design + Analytics - www.uxlabs.c...
Marchionini, 2006
• Lookup
• Learn
• Investigate
Morville, 2010
• Quit
• Narrow
• Expand
• Pearl-growing
• Pogo-sticking
•...
 Literary mode:
 a broad, but identifiable literary method, mood, or
manner that is not tied to a particular form or gen...
UXLabs - User Experience Research and Design - www.uxlabs.co.uk 14
 End user information needs:
▪ Find best offers before...
Locate Verify Monitor Compare Comprehend
Scenarios
15UXLabs - User Experience Research and Design - www.uxlabs.co.uk
 Par...
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 16
 “While our goal over the long term may be a
...
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 17
 “Understand the quality performance of a par...
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 18
 “Gain visibility into the parts my colleague...
Lookup
• Locate
• Verify
• Monitor
Learn
• Compare
• Comprehend
• Evaluate
Investigate
• Explore
• Analyze
• Synthesize
19...
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 20
 MyTwitter home page
allows me to:
 Monitor ...
 The modes provide the verbs
 e.g. Explore <object> in order to achieve <goal>
 Objects can be people, events, topics, ...
 Replace a problematic part
(from sourcing, cost, or
technical perspective)…
 … with an equivalent or
better part
 … wi...
 Exploratory search
 Identify opportunities to optimize use of tooling capacity for my
commodity/parts
 Strategic overs...
 Insight-driven search
 Assess the proper market value for my car
 Opportunity-driven search
 Find useful stuff on my ...
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 25
 A commonTwitter
sequence:
 Explore an autho...
26UXLabs - User Experience Research and Design - www.uxlabs.co.uk
Comprehend
Locate
Verify
Evaluate
AnalyzeExplore Compreh...
Analyze Comprehend
Compare
Verify
Synthesize
Evaluate
Monitor Analyze
Explore
27UXLabs - User Experience Research and Desi...
 Site search
 Emphasizes ‘Lookup’ modes
▪ e.g. Locate,Verify
 Enterprise search
 Emphasizes ‘Investigate’ modes
▪ e.g....
Applying the insights
29UXLabs - User Experience Research and Design - www.uxlabs.co.uk
Availability of IR
research models
UXLabs - User Experience Research and Design - www.uxlabs.co.uk 30
Usage by design
prac...
Research
insights
Design
interventions
UXLabs - User Experience Research and Design - www.uxlabs.co.uk 31
1. Map search modes to screen components
2. Create views by combining components
3. Compose applications by combining view...
 Locate, verify, explore
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 33
 Create views by combining components
 Communicate conceptual relationships through
Gestalt principles (e.g. similarity,...
 Compose applications by combining views
UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 35
Data...
Discovery modes
• A lens for understanding information-seeking behaviour
• A language for describing composite patterns
• ...
 Search Usability: Filters & Facets
 Training course at CILIP London, 12-Oct-2016
 Search Solutions, BCS London, 29-Nov...
Dr.Tony Russell-Rose, FBCS CITP
Director, UXLabs
 Web: http://uxlabs.co.uk
 Email: tgr@uxlabs.co.uk
 Blog: http://isqua...
Upcoming SlideShare
Loading in …5
×

Designing the Search Experience: The Language of Discovery

1,122 views

Published on

A principled framework for designing search and discovery experiences

Published in: Design

Designing the Search Experience: The Language of Discovery

  1. 1. Dr.Tony Russell-Rose, FBCS CITP UXLabs, London UK
  2. 2. Tony Russell-Rose, PhD Director, UXLabs  ~20 years experience in applied research + technology innovation at HP Labs, BT Labs, Canon, Reuters, Microsoft, Endeca  PhD in natural language interfaces, MSc in human-computer interaction, first degree in engineering (human factors)  Author of “Designing the Search Experience: the information architecture of discovery”, Elsevier 2012  4 patents for search user interface design. 70+ scientific and technical papers on information retrieval and user experience  Honorary Visiting Fellow at City University London, Centre for Interactive Systems Research  Vice-chair of the BCS Information Retrieval specialist group. Chair of the IEHF HCI group. Founding chair of Search Solutions conference Industry Expertise  Government  Media & publishing  Healthcare  eCommerce  Business intelligence Domain Expertise  Search & information retrieval  Speech & language interfaces  Information architecture 2UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  3. 3. User Experience Research and Design - www.uxlabs.co.uk 3
  4. 4. UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 4 “This a huge change to the overall user experience. It transforms the way we think, and opens opportunities to use search in a disruptive fashion. I love it!” “Personally, I think people will get annoyed with it. The interface itself isn't anything new, and it’s an outdated concept. When you think about state-of- the-art search, it should be less about searching and more about finding.” “I’m excited to see how this will affect our searching habits. It has proven to be very useful and intuitive in my research work. In fact, it has also opened perspectives that I would otherwise have missed. Fantastic!” “I can't stand it - it’s a hindrance not an aid. It slows me down. It is an unnecessary feature that has ruined the interface. I am so annoyed that I have to manually turn this nonsense off”
  5. 5. UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 5
  6. 6. Where should the Faceted Navigation menu be located and how should it be organised? 6UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  7. 7. How should we present mixed content results to help users discover the most relevant and useful items? 7UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  8. 8. TaskUser Mode  Analyze  Compare  Evaluate  Explore  Locate  … Context  Spatio-temporal  Social  Environment  Information Assets  The latest Harry Potter book…  Shoes to match my interview suit …  An affordable entertainment system …  Electronics Engineer  Purchasing Agent  Novice Shopper  Technical Enthusiast  … 8UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  9. 9. EXPERTISENovice Uncertain Expert Confident Users vary in their technical and domain expertise Novice Shopper Tech Enthusiast 9UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  10. 10. I need to find part number 2335456 SCOPE Focused Simple Broad Complex Electronics Engineer I need to discover compatible parts that work for my assembly I need to understand part obsolescence & manage our risks User goals vary in scope & complexity 10UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  11. 11. COMPLEXITYSimple Homogeneous Highly Faceted Diverse 11UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  12. 12. Marchionini, 2006 • Lookup • Learn • Investigate Morville, 2010 • Quit • Narrow • Expand • Pearl-growing • Pogo-sticking • Thrashing Ellis, 1993 • Chaining • Browsing • Differentiating • Filtering • Monitoring • Extracting • Verifying 12UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  13. 13.  Literary mode:  a broad, but identifiable literary method, mood, or manner that is not tied to a particular form or genre (Wikipedia)  Discovery mode:  a broad, but identifiable discovery activity that is not tied to a particular context or domain UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 13
  14. 14. UXLabs - User Experience Research and Design - www.uxlabs.co.uk 14  End user information needs: ▪ Find best offers before the others do so I can have a high margin ▪ Get help and guidance on how to sell my car safely ▪ Understand what is selling by area so I can source the correct stock ▪ See year-on-year ad spend trends forTV and online ▪ etc.  Moderated, normalised, prioritised  Enterprise search + site search
  15. 15. Locate Verify Monitor Compare Comprehend Scenarios 15UXLabs - User Experience Research and Design - www.uxlabs.co.uk  Partially inductive  Apply known models  Partially deductive  Identify new types of behaviour
  16. 16. UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 16  “While our goal over the long term may be a parsimonious few, highly effective tactics, our goal in the short term should be to uncover as many as we can...Then we can test the tactics and select the good ones. If we go for closure too soon… we may miss some valuable tactics.”  - Marcia Bates, 1979
  17. 17. UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 17  “Understand the quality performance of a part and module set in manufacturing and the field so that I can determine if I should replace the part” – Engineering  “Understand a lead’s underlying positions so that I can assess the quality of the investment opportunity” – Portfolio manager  “Understand the cost drivers for this commodity so I can negotiate better terms with my suppliers and forecast business risk” – Procurement  Comprehend:  To generate independent insight by understanding the nature of meaning of an item or data set
  18. 18. UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 18  “Gain visibility into the parts my colleagues are using in order to find the best possible part for my assembly” – Engineering  “Identify dealers at risk of failing and at risk of de- branding based on performance problems” – Account rep  “identify problem/success areas and where to intervene and reward” – SVP sales  Explore:  To investigate an item or data set for the purpose of knowledge discovery
  19. 19. Lookup • Locate • Verify • Monitor Learn • Compare • Comprehend • Evaluate Investigate • Explore • Analyze • Synthesize 19UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk
  20. 20. UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 20  MyTwitter home page allows me to:  Monitor tweets, followers, interactions  Explore trends, topics, suggestions  Locate tweets, people, hashtags  Synthesize new tweets, retweets
  21. 21.  The modes provide the verbs  e.g. Explore <object> in order to achieve <goal>  Objects can be people, events, topics, processes…  But languages also have a grammar…  Scenario analysis: multiple modes  Framework reveals common patterns  Repeating sequences of 2-3 modes  Composite chains UXLabs - User Experience Research and Design - www.uxlabs.co.uk 21
  22. 22.  Replace a problematic part (from sourcing, cost, or technical perspective)…  … with an equivalent or better part  … without compromising quality or cost UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 22 Analyze Compare Evaluate
  23. 23.  Exploratory search  Identify opportunities to optimize use of tooling capacity for my commodity/parts  Strategic oversight  Monitor & assess commodity status against strategy/plan/target  Strategic insight  Understand a lead's underlying positions so that I can assess the quality of the investment opportunity  UXLabs - User Experience Research and Design - www.uxlabs.co.uk 23 EvaluateAnalyzeExplore EvaluateAnalyzeMonitor EvaluateComprehendAnalyze
  24. 24.  Insight-driven search  Assess the proper market value for my car  Opportunity-driven search  Find useful stuff on my subject topic  Qualified search  Find a van that meets a customer's requirements UXLabs - User Experience Research and Design - www.uxlabs.co.uk 24 ComprehendAnalyzeExplore EvaluateLocateExplore VerifyLocate
  25. 25. UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 25  A commonTwitter sequence:  Explore an author’s profile & activity  Analyze their activity, followers, tweets  Evaluate the author and their relevance/value  = Exploratory Search EvaluateAnalyzeExplore
  26. 26. 26UXLabs - User Experience Research and Design - www.uxlabs.co.uk Comprehend Locate Verify Evaluate AnalyzeExplore Comprehend
  27. 27. Analyze Comprehend Compare Verify Synthesize Evaluate Monitor Analyze Explore 27UXLabs - User Experience Research and Design - www.uxlabs.co.uk
  28. 28.  Site search  Emphasizes ‘Lookup’ modes ▪ e.g. Locate,Verify  Enterprise search  Emphasizes ‘Investigate’ modes ▪ e.g. Analyze, Evaluate  More diverse patterns  Longer, composite chains UXLabs - User Experience Research and Design - www.uxlabs.co.uk 28
  29. 29. Applying the insights 29UXLabs - User Experience Research and Design - www.uxlabs.co.uk
  30. 30. Availability of IR research models UXLabs - User Experience Research and Design - www.uxlabs.co.uk 30 Usage by design practitioners
  31. 31. Research insights Design interventions UXLabs - User Experience Research and Design - www.uxlabs.co.uk 31
  32. 32. 1. Map search modes to screen components 2. Create views by combining components 3. Compose applications by combining views 32UXLabs - User Experience Research and Design - www.uxlabs.co.uk
  33. 33.  Locate, verify, explore UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 33
  34. 34.  Create views by combining components  Communicate conceptual relationships through Gestalt principles (e.g. similarity, closure, proximity, etc.) UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 34 Monitor Evaluate Analyze
  35. 35.  Compose applications by combining views UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 35 Data Source A Data Source B Data Source C Metric s Bar Metric s Bar Metric s BarData C Data B Data A analyze compareevaluate monitor
  36. 36. Discovery modes • A lens for understanding information-seeking behaviour • A language for describing composite patterns • Can be applied both analytically and generatively Site Search vs. Enterprise Search • Common modes, but different patterns • Shorter chains, less embedding Implications • We can’t evaluate what we don’t understand • We need to see ‘search’ as part of a broader task lifecycle 36UXLabs - User Experience Research and Design - www.uxlabs.co.uk
  37. 37.  Search Usability: Filters & Facets  Training course at CILIP London, 12-Oct-2016  Search Solutions, BCS London, 29-Nov-2016  Innovations in search and information retrieval  Tutorials 30-Nov-2016  Evaluation workshop 01-Dec-2016 UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk 37
  38. 38. Dr.Tony Russell-Rose, FBCS CITP Director, UXLabs  Web: http://uxlabs.co.uk  Email: tgr@uxlabs.co.uk  Blog: http://isquared.wordpress.com  LinkedIn: http://uk.linkedin.com/in/tonyrussellrose  Twitter: @tonygrr 38UXLabs: User Experience Research + Design + Analytics - www.uxlabs.co.uk

×