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25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
Are	
  Mega	
  Menus	
  Really	
  Heroic?	
  
Designing	
  Your	
  Site	
  NavigaIon	
  
Heather	
  Bauer	
  
Drupal	
  Nights	
  
Thursday,	
  March	
  17,	
  2016	
  –	
  7:00	
  
About	
  Me:	
  Heather	
  Bauer	
  
•  UX	
  Product	
  Specialist	
  at	
  
BioRAFT	
  
•  M.S.	
  in	
  Human	
  Factors	
  in	
  
InformaIon	
  Design	
  at	
  Bentley	
  
University	
  
•  Co-­‐Organizer	
  of	
  Boston	
  
Service	
  Jam	
  2014	
  
•  Expert	
  in	
  Residence	
  for	
  GA	
  
UXD	
  course	
  summer	
  2014	
  
drupal.org/u/hezzieb	
  
twi]er.com/hezzieb524	
  	
  
linkedin.com/in/heathersbauer	
  	
  
IntroducIon	
  
About	
  BioRAFT	
  
•  Enterprise	
  safety,	
  compliance	
  
&	
  training	
  so`ware	
  for	
  lab	
  
scienIsts	
  and	
  those	
  that	
  work	
  
with	
  them	
  built	
  with	
  Drupal	
  
•  SaaS,	
  mulI-­‐site	
  applicaIon.	
  
•  WE’RE	
  HIRING!	
  
	
  
	
  
	
  
BioRAFT.com	
  
DrupalNights.org	
  
IntroducIon	
  
The	
  Philosophy	
  
IntroducIon	
  
Agenda	
  
•  IntroducIon	
  
•  What	
  is	
  InformaIon	
  Architecture?	
  
•  How	
  to	
  Research	
  
•  NavigaIon	
  Overview	
  
•  NavigaIon	
  Design	
  
•  Things	
  to	
  Keep	
  in	
  Mind	
  
IntroducIon	
  
25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
InformaIon	
  Architecture	
  
InformaIon	
  Architecture	
  
InformaIon	
  Architecture	
  
InformaIon	
  Architecture	
  
•  Creates	
  intuiIve	
  ways	
  to	
  navigate	
  data	
  
•  Makes	
  informaIon	
  easy	
  to	
  find	
  
•  Schemes	
  must	
  be:	
  	
  
– Concise	
  	
  
– DescripIve	
  
– Mutually	
  exclusive	
  
– Possess	
  informaIon	
  scent	
  
InformaIon	
  Architecture	
  
InformaIon	
  Scent?	
  
InformaIon	
  Architecture	
  
InformaIon	
  Scent	
  
•  Cues	
  that	
  indicate	
  what	
  you’re	
  looking	
  for	
  is	
  
down	
  a	
  parIcular	
  path	
  
•  Informs	
  decisions	
  
•  Allows	
  informaIon	
  that	
  doesn’t	
  seem	
  relevant	
  
to	
  be	
  discarded	
  or	
  ignored	
  
InformaIon	
  Architecture	
  
InformaIon	
  Scent	
  
InformaIon	
  Architecture	
  
What	
  Users	
  Need	
  to	
  Know	
  
•  Am	
  I	
  in	
  the	
  right	
  place?	
  
•  Does	
  the	
  site	
  have	
  what	
  I’m	
  looking	
  for?	
  
•  Is	
  there	
  anything	
  be]er?	
  
•  What	
  now?	
  
InformaIon	
  Architecture	
  
What	
  Users	
  Need	
  to	
  Know	
  
•  Am	
  I	
  in	
  the	
  right	
  place?	
  
– Make	
  sure	
  they	
  can	
  tell	
  what	
  your	
  site	
  is	
  for	
  
– Every	
  page	
  is	
  your	
  home	
  page	
  
•  Does	
  the	
  site	
  have	
  what	
  I’m	
  looking	
  for?	
  
•  Is	
  there	
  anything	
  be]er?	
  
•  What	
  now?	
  
InformaIon	
  Architecture	
  
What	
  Users	
  Need	
  to	
  Know	
  
•  Am	
  I	
  in	
  the	
  right	
  place?	
  
•  Does	
  the	
  site	
  have	
  what	
  I’m	
  looking	
  for?	
  
– Use	
  organizaIon	
  systems	
  that	
  make	
  sense	
  (e.g.	
  
alphabeIcal,	
  by	
  Ime,	
  locaIon,	
  etc.)	
  
– Obvious	
  labels	
  
– NavigaIon	
  should	
  look	
  like	
  navigaIon	
  
– You	
  are	
  here	
  and	
  you	
  were	
  there	
  indicators	
  
•  Is	
  there	
  anything	
  be]er?	
  
•  What	
  now?	
  
InformaIon	
  Architecture	
  
What	
  Users	
  Need	
  to	
  Know	
  
•  Am	
  I	
  in	
  the	
  right	
  place?	
  
•  Does	
  the	
  site	
  have	
  what	
  I’m	
  looking	
  for?	
  
•  Is	
  there	
  anything	
  be]er?	
  
– Hierarchy	
  should	
  be	
  obvious	
  
– Breadcrumbs	
  
– “See	
  also”	
  opIons	
  
•  What	
  now?	
  
InformaIon	
  Architecture	
  
What	
  Users	
  Need	
  to	
  Know	
  
•  Am	
  I	
  in	
  the	
  right	
  place?	
  
•  Does	
  the	
  site	
  have	
  what	
  I’m	
  looking	
  for?	
  
•  Is	
  there	
  anything	
  be]er?	
  
•  What	
  now?	
  
– Next	
  steps	
  should	
  be	
  obvious	
  
– Don’t	
  hide	
  the	
  last	
  step	
  to	
  success	
  
InformaIon	
  Architecture	
  
Why	
  Users	
  Visit	
  Your	
  Site	
  
•  Searching	
  for	
  something	
  
	
  
•  Task	
  to	
  accomplish	
  
	
  
•  Killing	
  Ime	
  
•  Not	
  always	
  mutually	
  exclusive	
  
InformaIon	
  Architecture	
  
25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
Research	
  
How	
  to	
  Do	
  OrganizaIon	
  
•  Observe	
  people	
  
•  Study	
  the	
  compeIIon	
  
•  Look	
  at	
  the	
  search	
  logs	
  –	
  what	
  are	
  people	
  
looking	
  for	
  and	
  not	
  finding?	
  
Research	
  
Doing	
  Your	
  Research	
  
•  Card	
  Sort	
  
•  Sitepath	
  diagramming	
  
•  Task	
  analysis	
  
•  Journey	
  mapping	
  
•  Sitemap	
  
Research	
  
Card	
  Sort	
  
Research	
  
Card	
  SorIng	
  
•  Early	
  stage	
  technique	
  
•  2	
  types:	
  
– Open	
  Card	
  Sort:	
  Can	
  make	
  as	
  many	
  groups	
  as	
  
appropriate	
  
– Closed	
  Card	
  Sort:	
  Groups	
  pre-­‐determined	
  
•  Can	
  be	
  done	
  with	
  users	
  or	
  stakeholders	
  
Research	
  
Card	
  SorIng	
  Tools	
  
•  SIcky	
  Notes	
  
•  OpImalSort	
  
•  UserZoom	
  
•  UserTesIng.com	
  
•  Many	
  more:	
  
www.measuringuserexperience.com/
CardSorIng/index.htm	
  	
  
Research	
  
Sitepath	
  Diagramming	
  
Research	
  
Sitepath	
  Diagramming	
  
•  Sketching	
  system	
  –	
  determine	
  users	
  and	
  their	
  
acIviIes	
  
•  Good	
  for	
  deciding	
  site	
  flow,	
  early	
  UI	
  design,	
  
and	
  workflow	
  
•  Can	
  show	
  a	
  process	
  that	
  you	
  can	
  design	
  for	
  
one	
  user	
  and	
  reuse	
  
Research	
  
Sitepath	
  Diagramming	
  Tools	
  
•  Something	
  to	
  draw	
  on	
  
•  Lots	
  of	
  colored	
  drawing	
  implements	
  
•  Draw	
  people	
  (sIck	
  figures	
  A-­‐OK)	
  
•  Personas	
  (OpIonal)	
  	
  
Research	
  
Sitepath	
  Diagramming	
  How	
  To	
  
•  Draw	
  a	
  circle	
  represenIng	
  your	
  system	
  
•  Put	
  types	
  of	
  people	
  around	
  the	
  edge	
  (obvious	
  
people	
  in	
  upper	
  le`)	
  
•  Ways	
  people	
  might	
  come	
  to	
  the	
  site	
  (lower	
  
le`)	
  
•  People	
  using	
  the	
  site	
  very	
  differently	
  (right)	
  
•  Draw	
  the	
  scenarios	
  within	
  the	
  circle	
  
Research	
  
Task	
  Analysis	
  
Research	
  
Task	
  Analysis	
  
•  Much	
  more	
  detailed	
  than	
  Sitepath	
  
Diagramming	
  
•  A	
  way	
  to	
  fill	
  in	
  the	
  li]le	
  pieces	
  the	
  scenarios	
  
may	
  gloss	
  over	
  
•  Helps	
  figure	
  out	
  design	
  quesIons	
  to	
  be	
  
answered	
  
•  Captures	
  subtleIes	
  of	
  each	
  step	
  in	
  the	
  process	
  
Research	
  
Task	
  Analysis	
  How	
  To	
  
•  Determine	
  task	
  goal	
  
•  Pull	
  pieces	
  of	
  the	
  scenario	
  that	
  relate	
  directly	
  
•  Determine	
  subtasks	
  
•  Determine	
  sub-­‐subtasks	
  
•  Add	
  system	
  interacIon	
  
Research	
  
Sitemapping	
  
Research	
  
Sitemapping	
  4	
  Types	
  
•  Tree	
  Map	
  –	
  great	
  for	
  hierarchy	
  
•  Comb	
  Map	
  –	
  uses	
  space	
  be]er	
  
•  Star	
  Map	
  –	
  hierarchy	
  isn’t	
  strict	
  
•  Tab	
  Map	
  –	
  grouped	
  by	
  similariIes	
  instead	
  of	
  
hierarchy	
  
Research	
  
Sitemap	
  consideraIons	
  
•  Big	
  or	
  small?	
  
•  Shallow	
  or	
  deep?	
  
•  How	
  important	
  is	
  the	
  hierarchy?	
  
•  Are	
  there	
  mulIple	
  ways	
  to	
  get	
  to	
  one	
  page?	
  
NOTE:	
  No	
  right	
  or	
  wrong	
  answers!	
  
Research	
  
Journey	
  Mapping	
  
Research	
  
Journey	
  Mapping	
  
•  IdenIfies	
  problem	
  areas	
  with	
  workflows	
  
•  Focuses	
  on	
  users’	
  emoIonal	
  state	
  at	
  a	
  given	
  
step	
  
•  CombinaIon	
  of	
  Sitepath	
  Diagramming/Task	
  
Analysis/Sitemap	
  and	
  Personas	
  
Research	
  
Design	
  Time!	
  
Research	
  
Forces	
  at	
  Play	
  
•  Business	
  
•  Users	
  
•  Technology	
  
Research	
  
Roadblocks	
  
•  SomeImes	
  you	
  can	
  put	
  them	
  in	
  users’	
  way	
  
•  SomeImes	
  they	
  cause	
  more	
  harm	
  than	
  good	
  
Research	
  
25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
NavigaIon	
  
Types	
  of	
  NavigaIon	
  
•  Structural	
  NavigaIon:	
  Hierarchy	
  including	
  
global	
  and	
  local	
  
•  AssociaIve	
  NavigaIon:	
  Similar	
  items	
  that	
  help	
  
with	
  exploratory	
  seeking	
  
•  UIlity	
  NavigaIon:	
  Sign	
  in,	
  user	
  info,	
  etc.	
  
NavigaIon	
  
Types	
  of	
  NavigaIon	
  
•  Global	
  NavigaIon	
  
– Your	
  big	
  categories	
  
– Visible	
  from	
  every	
  page	
  
– Gives	
  a	
  rough	
  feel	
  for	
  what	
  the	
  site	
  is	
  about	
  
•  Local	
  NavigaIon	
  
– Page	
  specific	
  
– Gets	
  to	
  the	
  finer	
  details	
  
– Allows	
  for	
  more	
  specific	
  browsing	
  
NavigaIon	
  
NavigaIon	
  Access	
  PogosIcking	
  
•  Have	
  to	
  go	
  to	
  a	
  parent	
  category	
  before	
  a	
  new	
  
sub	
  category	
  
•  Usually	
  for	
  large,	
  varied	
  collecIons	
  of	
  content	
  
•  Requires	
  very	
  clear	
  and	
  clickable	
  sense	
  of	
  
place	
  
•  Hiding	
  top	
  level	
  categories	
  –	
  easier	
  to	
  focus	
  
•  Allows	
  for	
  space	
  saving	
  methods	
  
NavigaIon	
  
NavigaIon	
  Access	
  Crabwalking	
  
•  Can	
  move	
  between	
  categories	
  at	
  the	
  same	
  
depth	
  
•  Easier	
  error	
  recovery	
  
•  Requires	
  everything	
  of	
  the	
  same	
  level	
  to	
  be	
  
visible	
  at	
  the	
  same	
  Ime	
  
NavigaIon	
  
Faceted	
  ClassificaIon	
  
•  Good	
  if	
  you	
  have	
  items	
  that	
  can	
  be	
  classified	
  
by	
  many	
  characterisIcs	
  
•  Considers	
  the	
  quesIon	
  of	
  how	
  else	
  someone	
  
would	
  search	
  for	
  this	
  
•  Becoming	
  increasingly	
  common	
  
NavigaIon	
  
25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
NavigaIon	
  Design	
  
NavigaIon	
  LocaIon	
  Top	
  
•  All	
  navigaIon	
  visible	
  at	
  once	
  
•  Full	
  width	
  of	
  the	
  screen	
  is	
  available	
  to	
  content	
  
below	
  navigaIon	
  
•  Good	
  if	
  you	
  have	
  a	
  few	
  big	
  categories	
  
•  Gets	
  messy	
  if	
  you	
  have	
  more	
  than	
  about	
  5	
  
NavigaIon	
  Design	
  
NavigaIon	
  LocaIon	
  Le`	
  
•  More	
  flexible	
  with	
  the	
  number	
  of	
  
categories	
  
•  VerIcal	
  space	
  conInues	
  infinitely	
  
•  Leaves	
  less	
  space	
  for	
  local	
  
navigaIon	
  and	
  content	
  
NavigaIon	
  Design	
  
NavigaIon	
  LocaIon	
  Right	
  
•  Don’t	
  do	
  it	
  
•  Least	
  effecIve	
  with	
  users	
  
NavigaIon	
  Design	
  
NavigaIon	
  UI	
  Mega	
  Menu	
  
NavigaIon	
  Design	
  
NavigaIon	
  UI	
  Mega	
  Menu	
  
•  Jakob	
  Nielsen	
  endorsed	
  Mega	
  Menus	
  in	
  2009	
  
•  Allow	
  you	
  to	
  see	
  mulIple	
  levels	
  of	
  navigaIon	
  
•  Requires	
  less	
  drill	
  down	
  
•  Allows	
  for	
  recogniIon	
  over	
  recall	
  
•  PotenIally	
  overwhelming	
  
•  Can	
  be	
  used	
  at	
  any	
  level	
  of	
  navigaIon	
  
•  Take	
  up	
  a	
  large	
  porIon	
  of	
  the	
  screen	
  
•  Not	
  mobile	
  friendly	
  
NavigaIon	
  Design	
  
NavigaIon	
  UI	
  Breadcrumbs	
  
•  Provide	
  a	
  trail	
  of	
  hierarchy	
  
•  Useful	
  for	
  pogosIcking	
  
•  Expert	
  users	
  get	
  the	
  most	
  use	
  of	
  breadcrumbs	
  
•  Use	
  >	
  instead	
  of	
  :	
  to	
  indicate	
  hierarchy	
  
•  Should	
  live	
  right	
  under	
  page	
  Itle	
  
•  Jury	
  is	
  sIll	
  out	
  on	
  whether	
  they	
  decrease	
  task	
  
compleIon	
  Ime	
  or	
  increase	
  success	
  rate	
  
NavigaIon	
  Design	
  
Sub	
  NavigaIon	
  Best	
  LocaIon	
  
•  Start	
  le`	
  OR	
  top	
  
•  2nd	
  and	
  3rd	
  selecIons	
  should	
  be	
  from	
  the	
  
same	
  place	
  but	
  1st	
  selecIon	
  can	
  be	
  separated	
  
•  Top-­‐le`-­‐le`	
  and	
  le`-­‐le`-­‐le`	
  were	
  the	
  best	
  
NavigaIon	
  Design	
  
Top-­‐Le`-­‐Le`	
  NavigaIon	
  
NavigaIon	
  Design	
  
Le`-­‐Le`-­‐Le`	
  NavigaIon	
  
NavigaIon	
  Design	
  
Hover	
  =	
  Bad	
  Usability	
  
•  People	
  think	
  hover	
  is	
  faster	
  than	
  click	
  
•  The	
  problems:	
  
– Accidental	
  menu	
  triggering/un-­‐triggering	
  
– Unnatural	
  cursor	
  movements	
  
NavigaIon	
  Design	
  
Absent	
  NavigaIon	
  
•  When	
  it	
  is	
  crucial	
  for	
  users	
  to	
  take	
  a	
  specified	
  
path	
  
•  Wizards	
  
•  IniIal	
  setup	
  
NavigaIon	
  Design	
  
How	
  Users	
  Search	
  
•  Known-­‐item	
  search	
  
•  Exploratory	
  seeking	
  
•  Don’t	
  know	
  what	
  I	
  need	
  to	
  know	
  
•  Re-­‐finding	
  
NavigaIon	
  Design	
  
NavigaIon	
  for	
  Wayfinding	
  
NavigaIon	
  Design	
  
NavigaIon	
  for	
  Wayfinding	
  
•  Landmarks	
  are	
  the	
  only	
  way	
  to	
  navigate	
  
•  Users	
  need	
  to	
  know:	
  
– Where	
  they	
  are	
  
– Where’s	
  the	
  thing	
  they	
  need	
  
– How	
  did	
  they	
  get	
  there?	
  
– Where	
  have	
  they	
  already	
  looked?	
  
•  Be	
  consistent	
  with	
  organizaIon	
  
•  Provide	
  detours	
  for	
  errors	
  
NavigaIon	
  Design	
  
25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
Keep	
  in	
  Mind	
  
When	
  Organizing	
  Content	
  
•  Users	
  perform	
  be]er	
  with	
  deep	
  (3	
  levels)	
  
rather	
  than	
  wide	
  (2	
  levels)	
  navigaIon	
  
•  Good	
  navigaIonal	
  structure	
  doesn’t	
  make	
  up	
  
for	
  junk	
  labels	
  
•  Organize	
  products/features	
  together	
  with	
  a	
  
focus	
  on	
  what	
  they	
  have	
  in	
  common	
  instead	
  
of	
  organizing	
  by	
  goal	
  
Keep	
  in	
  Mind	
  
Novices	
  
•  Only	
  novice	
  for	
  a	
  short	
  Ime	
  
•  Many	
  plateau	
  at	
  intermediate	
  
•  Don’t	
  be	
  in	
  the	
  way	
  
Keep	
  in	
  Mind	
  
Sustainable	
  Structures	
  
•  Allow	
  room	
  for	
  growth	
  (within	
  a	
  secIon	
  and	
  
whole	
  new	
  secIons)	
  
•  Avoid	
  making	
  structures	
  too	
  narrow	
  or	
  deep	
  
Keep	
  in	
  Mind	
  
What’s	
  Different	
  with	
  Mobile?	
  
•  Space	
  is	
  more	
  limited	
  
•  Fat	
  Finger	
  Syndrome	
  –	
  targets	
  need	
  to	
  be	
  
large	
  enough	
  
•  NavigaIon	
  may	
  be	
  hidden	
  
•  Hover	
  is	
  not	
  an	
  opIon	
  
•  Relevant	
  content	
  may	
  be	
  different	
  
Keep	
  in	
  Mind	
  
25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
QuesIons?	
  
Shameless	
  Plug	
  
Encore	
  presentaIon	
  at	
  UXPA	
  Boston	
  on	
  4/29	
  @	
  
1pm	
  
h]ps://uxpabostonconference2016.sched.org/
event/6GeO/are-­‐mega-­‐menus-­‐really-­‐all-­‐that-­‐
heroic	
  	
  
Photo	
  Credits	
  
•  h]p://downthenaturetrail.blogspot.com/2013/05/architecture-­‐
design-­‐wallpaper.html	
  
•  h]ps://www.interacIon-­‐design.org/ux-­‐daily/194/web-­‐user-­‐
behaviour-­‐directed-­‐by-­‐informaIon-­‐scent	
  
•  h]ps://www.newfangled.com/an-­‐offline-­‐informaIon-­‐architecture-­‐
exercise/	
  
•  h]p://itcourses.cs.unh.edu/assets/docs/502/tutorials/fall09-­‐tut/
asr25/page2.html	
  	
  
•  h]p://kaylaashley345.blogspot.com/2013/12/task-­‐analysis.html	
  	
  
•  h]p://imgbuddy.com/pogo-­‐sIck-­‐clip-­‐art.asp	
  
•  h]ps://www.flickr.com/photos/peterkaminski/47922080	
  
•  h]p://www.creaIvebloq.com/navigaIon/design-­‐be]er-­‐faceted-­‐
navigaIon-­‐your-­‐websites-­‐41411437	
  	
  
Resources	
  
•  h]p://www.usabilityfirst.com/about-­‐usability/informaIon-­‐architecture	
  
•  h]p://www.usabilityfirst.com/glossary/informaIon-­‐scent	
  
•  h]ps://www.interacIon-­‐design.org/ux-­‐daily/194/web-­‐user-­‐behaviour-­‐directed-­‐
by-­‐informaIon-­‐scent	
  
•  Wodtke,	
  C.,	
  &	
  Govella,	
  A.	
  (2009).	
  Informa=on	
  Architecture:	
  Blueprints	
  for	
  the	
  Web.	
  
Pearson	
  EducaIon.	
  
•  h]p://theuxreview.co.uk/user-­‐journeys-­‐beginners-­‐guide/	
  
•  h]p://www.creaIvebloq.com/navigaIon/design-­‐be]er-­‐faceted-­‐navigaIon-­‐your-­‐
websites-­‐41411437	
  	
  
•  h]p://www.usability.gov/get-­‐involved/blog/2006/11/breadcrumb-­‐navigaIon.html	
  
•  h]p://www.usability.gov/get-­‐involved/blog/2006/04/le`-­‐navigaIon-­‐is-­‐best.html	
  	
  
•  h]p://www.nature.com/neuro/journal/v3/n4/full/nn0400_404.html	
  
•  h]p://www.usability.gov/how-­‐to-­‐and-­‐tools/methods/organizaIon-­‐structures.html	
  	
  
25	
  1st	
  St.,	
  Suite	
  104,	
  Cambridge,	
  MA	
  02141	
  |	
  www.BioRAFT.com	
  
Are	
  Mega	
  Menus	
  Really	
  Heroic?	
  
drupal.org/u/hezzieb	
  
twi]er.com/hezzieb524	
  	
  
linkedin.com/in/heathersbauer	
  	
  
	
  
Slides	
  will	
  be	
  available	
  on	
  
drupalnights.org/library	
  
Heather	
  Bauer	
  
Drupal	
  Nights	
  
Thursday,	
  March	
  17,	
  2016	
  –	
  7:00	
  

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Designing Intuitive Site Navigation

  • 1. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   Are  Mega  Menus  Really  Heroic?   Designing  Your  Site  NavigaIon   Heather  Bauer   Drupal  Nights   Thursday,  March  17,  2016  –  7:00  
  • 2. About  Me:  Heather  Bauer   •  UX  Product  Specialist  at   BioRAFT   •  M.S.  in  Human  Factors  in   InformaIon  Design  at  Bentley   University   •  Co-­‐Organizer  of  Boston   Service  Jam  2014   •  Expert  in  Residence  for  GA   UXD  course  summer  2014   drupal.org/u/hezzieb   twi]er.com/hezzieb524     linkedin.com/in/heathersbauer     IntroducIon  
  • 3. About  BioRAFT   •  Enterprise  safety,  compliance   &  training  so`ware  for  lab   scienIsts  and  those  that  work   with  them  built  with  Drupal   •  SaaS,  mulI-­‐site  applicaIon.   •  WE’RE  HIRING!         BioRAFT.com   DrupalNights.org   IntroducIon  
  • 5. Agenda   •  IntroducIon   •  What  is  InformaIon  Architecture?   •  How  to  Research   •  NavigaIon  Overview   •  NavigaIon  Design   •  Things  to  Keep  in  Mind   IntroducIon  
  • 6. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   InformaIon  Architecture  
  • 8. InformaIon  Architecture   •  Creates  intuiIve  ways  to  navigate  data   •  Makes  informaIon  easy  to  find   •  Schemes  must  be:     – Concise     – DescripIve   – Mutually  exclusive   – Possess  informaIon  scent   InformaIon  Architecture  
  • 10. InformaIon  Scent   •  Cues  that  indicate  what  you’re  looking  for  is   down  a  parIcular  path   •  Informs  decisions   •  Allows  informaIon  that  doesn’t  seem  relevant   to  be  discarded  or  ignored   InformaIon  Architecture  
  • 11. InformaIon  Scent   InformaIon  Architecture  
  • 12. What  Users  Need  to  Know   •  Am  I  in  the  right  place?   •  Does  the  site  have  what  I’m  looking  for?   •  Is  there  anything  be]er?   •  What  now?   InformaIon  Architecture  
  • 13. What  Users  Need  to  Know   •  Am  I  in  the  right  place?   – Make  sure  they  can  tell  what  your  site  is  for   – Every  page  is  your  home  page   •  Does  the  site  have  what  I’m  looking  for?   •  Is  there  anything  be]er?   •  What  now?   InformaIon  Architecture  
  • 14. What  Users  Need  to  Know   •  Am  I  in  the  right  place?   •  Does  the  site  have  what  I’m  looking  for?   – Use  organizaIon  systems  that  make  sense  (e.g.   alphabeIcal,  by  Ime,  locaIon,  etc.)   – Obvious  labels   – NavigaIon  should  look  like  navigaIon   – You  are  here  and  you  were  there  indicators   •  Is  there  anything  be]er?   •  What  now?   InformaIon  Architecture  
  • 15. What  Users  Need  to  Know   •  Am  I  in  the  right  place?   •  Does  the  site  have  what  I’m  looking  for?   •  Is  there  anything  be]er?   – Hierarchy  should  be  obvious   – Breadcrumbs   – “See  also”  opIons   •  What  now?   InformaIon  Architecture  
  • 16. What  Users  Need  to  Know   •  Am  I  in  the  right  place?   •  Does  the  site  have  what  I’m  looking  for?   •  Is  there  anything  be]er?   •  What  now?   – Next  steps  should  be  obvious   – Don’t  hide  the  last  step  to  success   InformaIon  Architecture  
  • 17. Why  Users  Visit  Your  Site   •  Searching  for  something     •  Task  to  accomplish     •  Killing  Ime   •  Not  always  mutually  exclusive   InformaIon  Architecture  
  • 18. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   Research  
  • 19. How  to  Do  OrganizaIon   •  Observe  people   •  Study  the  compeIIon   •  Look  at  the  search  logs  –  what  are  people   looking  for  and  not  finding?   Research  
  • 20. Doing  Your  Research   •  Card  Sort   •  Sitepath  diagramming   •  Task  analysis   •  Journey  mapping   •  Sitemap   Research  
  • 22. Card  SorIng   •  Early  stage  technique   •  2  types:   – Open  Card  Sort:  Can  make  as  many  groups  as   appropriate   – Closed  Card  Sort:  Groups  pre-­‐determined   •  Can  be  done  with  users  or  stakeholders   Research  
  • 23. Card  SorIng  Tools   •  SIcky  Notes   •  OpImalSort   •  UserZoom   •  UserTesIng.com   •  Many  more:   www.measuringuserexperience.com/ CardSorIng/index.htm     Research  
  • 25. Sitepath  Diagramming   •  Sketching  system  –  determine  users  and  their   acIviIes   •  Good  for  deciding  site  flow,  early  UI  design,   and  workflow   •  Can  show  a  process  that  you  can  design  for   one  user  and  reuse   Research  
  • 26. Sitepath  Diagramming  Tools   •  Something  to  draw  on   •  Lots  of  colored  drawing  implements   •  Draw  people  (sIck  figures  A-­‐OK)   •  Personas  (OpIonal)     Research  
  • 27. Sitepath  Diagramming  How  To   •  Draw  a  circle  represenIng  your  system   •  Put  types  of  people  around  the  edge  (obvious   people  in  upper  le`)   •  Ways  people  might  come  to  the  site  (lower   le`)   •  People  using  the  site  very  differently  (right)   •  Draw  the  scenarios  within  the  circle   Research  
  • 29. Task  Analysis   •  Much  more  detailed  than  Sitepath   Diagramming   •  A  way  to  fill  in  the  li]le  pieces  the  scenarios   may  gloss  over   •  Helps  figure  out  design  quesIons  to  be   answered   •  Captures  subtleIes  of  each  step  in  the  process   Research  
  • 30. Task  Analysis  How  To   •  Determine  task  goal   •  Pull  pieces  of  the  scenario  that  relate  directly   •  Determine  subtasks   •  Determine  sub-­‐subtasks   •  Add  system  interacIon   Research  
  • 32. Sitemapping  4  Types   •  Tree  Map  –  great  for  hierarchy   •  Comb  Map  –  uses  space  be]er   •  Star  Map  –  hierarchy  isn’t  strict   •  Tab  Map  –  grouped  by  similariIes  instead  of   hierarchy   Research  
  • 33. Sitemap  consideraIons   •  Big  or  small?   •  Shallow  or  deep?   •  How  important  is  the  hierarchy?   •  Are  there  mulIple  ways  to  get  to  one  page?   NOTE:  No  right  or  wrong  answers!   Research  
  • 35. Journey  Mapping   •  IdenIfies  problem  areas  with  workflows   •  Focuses  on  users’  emoIonal  state  at  a  given   step   •  CombinaIon  of  Sitepath  Diagramming/Task   Analysis/Sitemap  and  Personas   Research  
  • 37. Forces  at  Play   •  Business   •  Users   •  Technology   Research  
  • 38. Roadblocks   •  SomeImes  you  can  put  them  in  users’  way   •  SomeImes  they  cause  more  harm  than  good   Research  
  • 39. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   NavigaIon  
  • 40. Types  of  NavigaIon   •  Structural  NavigaIon:  Hierarchy  including   global  and  local   •  AssociaIve  NavigaIon:  Similar  items  that  help   with  exploratory  seeking   •  UIlity  NavigaIon:  Sign  in,  user  info,  etc.   NavigaIon  
  • 41. Types  of  NavigaIon   •  Global  NavigaIon   – Your  big  categories   – Visible  from  every  page   – Gives  a  rough  feel  for  what  the  site  is  about   •  Local  NavigaIon   – Page  specific   – Gets  to  the  finer  details   – Allows  for  more  specific  browsing   NavigaIon  
  • 42. NavigaIon  Access  PogosIcking   •  Have  to  go  to  a  parent  category  before  a  new   sub  category   •  Usually  for  large,  varied  collecIons  of  content   •  Requires  very  clear  and  clickable  sense  of   place   •  Hiding  top  level  categories  –  easier  to  focus   •  Allows  for  space  saving  methods   NavigaIon  
  • 43. NavigaIon  Access  Crabwalking   •  Can  move  between  categories  at  the  same   depth   •  Easier  error  recovery   •  Requires  everything  of  the  same  level  to  be   visible  at  the  same  Ime   NavigaIon  
  • 44. Faceted  ClassificaIon   •  Good  if  you  have  items  that  can  be  classified   by  many  characterisIcs   •  Considers  the  quesIon  of  how  else  someone   would  search  for  this   •  Becoming  increasingly  common   NavigaIon  
  • 45. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   NavigaIon  Design  
  • 46. NavigaIon  LocaIon  Top   •  All  navigaIon  visible  at  once   •  Full  width  of  the  screen  is  available  to  content   below  navigaIon   •  Good  if  you  have  a  few  big  categories   •  Gets  messy  if  you  have  more  than  about  5   NavigaIon  Design  
  • 47. NavigaIon  LocaIon  Le`   •  More  flexible  with  the  number  of   categories   •  VerIcal  space  conInues  infinitely   •  Leaves  less  space  for  local   navigaIon  and  content   NavigaIon  Design  
  • 48. NavigaIon  LocaIon  Right   •  Don’t  do  it   •  Least  effecIve  with  users   NavigaIon  Design  
  • 49. NavigaIon  UI  Mega  Menu   NavigaIon  Design  
  • 50. NavigaIon  UI  Mega  Menu   •  Jakob  Nielsen  endorsed  Mega  Menus  in  2009   •  Allow  you  to  see  mulIple  levels  of  navigaIon   •  Requires  less  drill  down   •  Allows  for  recogniIon  over  recall   •  PotenIally  overwhelming   •  Can  be  used  at  any  level  of  navigaIon   •  Take  up  a  large  porIon  of  the  screen   •  Not  mobile  friendly   NavigaIon  Design  
  • 51. NavigaIon  UI  Breadcrumbs   •  Provide  a  trail  of  hierarchy   •  Useful  for  pogosIcking   •  Expert  users  get  the  most  use  of  breadcrumbs   •  Use  >  instead  of  :  to  indicate  hierarchy   •  Should  live  right  under  page  Itle   •  Jury  is  sIll  out  on  whether  they  decrease  task   compleIon  Ime  or  increase  success  rate   NavigaIon  Design  
  • 52. Sub  NavigaIon  Best  LocaIon   •  Start  le`  OR  top   •  2nd  and  3rd  selecIons  should  be  from  the   same  place  but  1st  selecIon  can  be  separated   •  Top-­‐le`-­‐le`  and  le`-­‐le`-­‐le`  were  the  best   NavigaIon  Design  
  • 55. Hover  =  Bad  Usability   •  People  think  hover  is  faster  than  click   •  The  problems:   – Accidental  menu  triggering/un-­‐triggering   – Unnatural  cursor  movements   NavigaIon  Design  
  • 56. Absent  NavigaIon   •  When  it  is  crucial  for  users  to  take  a  specified   path   •  Wizards   •  IniIal  setup   NavigaIon  Design  
  • 57. How  Users  Search   •  Known-­‐item  search   •  Exploratory  seeking   •  Don’t  know  what  I  need  to  know   •  Re-­‐finding   NavigaIon  Design  
  • 58. NavigaIon  for  Wayfinding   NavigaIon  Design  
  • 59. NavigaIon  for  Wayfinding   •  Landmarks  are  the  only  way  to  navigate   •  Users  need  to  know:   – Where  they  are   – Where’s  the  thing  they  need   – How  did  they  get  there?   – Where  have  they  already  looked?   •  Be  consistent  with  organizaIon   •  Provide  detours  for  errors   NavigaIon  Design  
  • 60. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   Keep  in  Mind  
  • 61. When  Organizing  Content   •  Users  perform  be]er  with  deep  (3  levels)   rather  than  wide  (2  levels)  navigaIon   •  Good  navigaIonal  structure  doesn’t  make  up   for  junk  labels   •  Organize  products/features  together  with  a   focus  on  what  they  have  in  common  instead   of  organizing  by  goal   Keep  in  Mind  
  • 62. Novices   •  Only  novice  for  a  short  Ime   •  Many  plateau  at  intermediate   •  Don’t  be  in  the  way   Keep  in  Mind  
  • 63. Sustainable  Structures   •  Allow  room  for  growth  (within  a  secIon  and   whole  new  secIons)   •  Avoid  making  structures  too  narrow  or  deep   Keep  in  Mind  
  • 64. What’s  Different  with  Mobile?   •  Space  is  more  limited   •  Fat  Finger  Syndrome  –  targets  need  to  be   large  enough   •  NavigaIon  may  be  hidden   •  Hover  is  not  an  opIon   •  Relevant  content  may  be  different   Keep  in  Mind  
  • 65. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   QuesIons?  
  • 66. Shameless  Plug   Encore  presentaIon  at  UXPA  Boston  on  4/29  @   1pm   h]ps://uxpabostonconference2016.sched.org/ event/6GeO/are-­‐mega-­‐menus-­‐really-­‐all-­‐that-­‐ heroic    
  • 67. Photo  Credits   •  h]p://downthenaturetrail.blogspot.com/2013/05/architecture-­‐ design-­‐wallpaper.html   •  h]ps://www.interacIon-­‐design.org/ux-­‐daily/194/web-­‐user-­‐ behaviour-­‐directed-­‐by-­‐informaIon-­‐scent   •  h]ps://www.newfangled.com/an-­‐offline-­‐informaIon-­‐architecture-­‐ exercise/   •  h]p://itcourses.cs.unh.edu/assets/docs/502/tutorials/fall09-­‐tut/ asr25/page2.html     •  h]p://kaylaashley345.blogspot.com/2013/12/task-­‐analysis.html     •  h]p://imgbuddy.com/pogo-­‐sIck-­‐clip-­‐art.asp   •  h]ps://www.flickr.com/photos/peterkaminski/47922080   •  h]p://www.creaIvebloq.com/navigaIon/design-­‐be]er-­‐faceted-­‐ navigaIon-­‐your-­‐websites-­‐41411437    
  • 68. Resources   •  h]p://www.usabilityfirst.com/about-­‐usability/informaIon-­‐architecture   •  h]p://www.usabilityfirst.com/glossary/informaIon-­‐scent   •  h]ps://www.interacIon-­‐design.org/ux-­‐daily/194/web-­‐user-­‐behaviour-­‐directed-­‐ by-­‐informaIon-­‐scent   •  Wodtke,  C.,  &  Govella,  A.  (2009).  Informa=on  Architecture:  Blueprints  for  the  Web.   Pearson  EducaIon.   •  h]p://theuxreview.co.uk/user-­‐journeys-­‐beginners-­‐guide/   •  h]p://www.creaIvebloq.com/navigaIon/design-­‐be]er-­‐faceted-­‐navigaIon-­‐your-­‐ websites-­‐41411437     •  h]p://www.usability.gov/get-­‐involved/blog/2006/11/breadcrumb-­‐navigaIon.html   •  h]p://www.usability.gov/get-­‐involved/blog/2006/04/le`-­‐navigaIon-­‐is-­‐best.html     •  h]p://www.nature.com/neuro/journal/v3/n4/full/nn0400_404.html   •  h]p://www.usability.gov/how-­‐to-­‐and-­‐tools/methods/organizaIon-­‐structures.html    
  • 69. 25  1st  St.,  Suite  104,  Cambridge,  MA  02141  |  www.BioRAFT.com   Are  Mega  Menus  Really  Heroic?   drupal.org/u/hezzieb   twi]er.com/hezzieb524     linkedin.com/in/heathersbauer       Slides  will  be  available  on   drupalnights.org/library   Heather  Bauer   Drupal  Nights   Thursday,  March  17,  2016  –  7:00