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The Essentials of Great Search Design

Search User Experience
As an enterprise search consultant


            Oslo,
            Norway
Working both public and private sector
I’ve learnt   One
very important thing
Search is a
Wicked Problem




Peter Morville, not me.
Enterprise Search is harder...
High Ambitions
Vague Goals
Tight Budgets
Even Tighter Deadlines
...than you would imagine
Weak Infrastructure
Legacy Systems
Faulty Metadata
Scanned Documents
Convoluted Security
To solve it takes more than
      Clever Algorithms,
         Beautiful Code and
             Lots of Data
Dialog
It requires              and
      Cross-diciplinary Collaboration with
Stakeholders
Product Owners
Project Managers
Sales/marketing
Human Resources
Users
     Users      Customers
        Customers
               Employees
        Employees




flickr.com/papazimouris
Techies
        Sysadmins
        Programmers
        Web designers




flickr.com/aaronvandike
To create something truly

Efficient
Usable
Desirable
You need a process to explore
requirements ahead of iterative
development.


    Business Goals                          Concept
                                          Development

                     User Needs
                                                                  Product
                                                                  Backlog
    Technological
                                  Interaction     Technology
     Capabilities                   Design          Design




    Inspiration                          Ideation              Implementation
We call it

Sprint 0
Stakeholder          Concept       System        Revising
                                                                    UI Prototype
                    Sketching    Architecture   Wireframes
 Interview




                    Process                                         Prioritizing
      User                        Integration
                   Modelling                    User Testing         Product
   Interviews                       Testing
                                                                     Backlog




 Personas & User   Information     Concept
                                                Hardware &
                                                  System
                                                                 Final Report &
     Stories        Modelling      Review
                                                Specification     Presentation




                                                  Indexing      All in just
                                                                4 weeks!
  Technology         Content     Wireframing    Performance
  Assessments       Inventory
                                                   Testing
Stakeholders
It’s not an
ego trip...

                                  Business
     Information                    Value                  Systems
        Architect                                          Architect
                           Emotional           Process
                           Innovation        Innovation




                    User            Functional
                                                 Technological
                                    Innovation
                Needs                             Capabilities

  Users                                                          Techies

                           Interaction Designer
IncludeEverybody
     in the design process!
Because we all see things a bit differently
What kind
of designer
are you?
Seek to unite
    Business Goals
       User Needs and
    Technological Possibilities
Because innovation happens
where diciplines intersect.


           “If I had asked people what
           they wanted, they would have
           said faster horses.”
                              - Henry Ford




                                             flickr.com/sandcastlematt
Problems
Find the
     that you need to solve later!
flickr.com/ijzerman
Okay...
Let’s dive in!
Seek inspiration




             flickr.com/nedrichards
Learn from Stakeholders what makes them


    Successful
                                 I Won!




flickr.com/photos/sepblog
Ask questions like:
How do you know it's a problem?
Who are most effected by the problem?
How would you measure progress?
What would show that you're successful?
When do you need results?
Learn from Users what makes them


Productive
Ask questions like:
How is it like where you work?
What tasks do you perform?
When do you typically seek information?
What is relevant information to you?
Who recieves the information you find?
Learn from Techies what makes them


Reassured
Ask questions like:
Who uses the system and for what?
What kind of documents does it contain?
What’s the projected growth in data size?
How are other systems integrated?
How is access control managed?
Document the basis
     for your design decisions.
Document user needs as

Personas and User Stories
                    “I want an automatic search on the
                    customer when a phone call comes in, so
                    that all customer information in the CRM
                    system automatically pops up on my
                    screen.”



                     Age          20 years
                     Role         Account manager
                     Background   High school
                     Computer     Much time online,
                     Experience   Facebook, YouTube
To help stakeholders make priorities.
                            HIGH
                     Benefit to Personas


                Work on             Work on
                  these               these
                features            features
                 LATER                NOW
   LOW                                            HIGH
 Technical                                      Technical
 Feasibility                                    Feasibility
               Ignore these        Work on
                 features,            these
                  possibly          features
                  forever.       later. MAYBE


                            LOW
                     Benefit to Personas
Organize entities, categories and facets
     in Information     Models
To help users make sense of information
Sketch out concepts that integrate
Personas,
User Stories
and
Information
Models.
Supported by
Search Modes   Behaviors       Design Patterns
Known-item     Narrow          Auto-Complete
Exploration    Pearl Growing   Best Bet
Research       Pogostick       Guided Navigation
Re-finding     Agonizing       Universal Search
               Scanning        Personalization
                               Pivot
Prototype and test the interaction design to discover potential usability issues.
Prototype and test the technical design to
discover potential bottle-necks and pitfalls.
Fileserver load
Faulty security mechanisms
Dependencies with other systems
Let’s go over that   Again...
IncludeEverybody
     in the design process!
Seek to unite
    Business Goals
       User Needs and
    Technological Possibilities
Problems
Find the
     that you need to solve later!
Ask, try, learn, repeat...



    Business Goals                          Concept
                                          Development

                     User Needs
                                                                  Product
                                                                  Backlog
    Technological
                                  Interaction     Technology
     Capabilities                   Design          Design




    Inspiration                          Ideation              Implementation
We discover the best solutions




        Together
Presentation by:


Vegard Sandvold
Designer / Information Architect

http://twitter.com/vsandvold
http://thingsontop.com
Essentials of Great Search Design

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Essentials of Great Search Design

  • 1. The Essentials of Great Search Design Search User Experience
  • 2. As an enterprise search consultant Oslo, Norway
  • 3. Working both public and private sector
  • 4. I’ve learnt One very important thing
  • 5. Search is a Wicked Problem Peter Morville, not me.
  • 6. Enterprise Search is harder... High Ambitions Vague Goals Tight Budgets Even Tighter Deadlines
  • 7. ...than you would imagine Weak Infrastructure Legacy Systems Faulty Metadata Scanned Documents Convoluted Security
  • 8. To solve it takes more than Clever Algorithms, Beautiful Code and Lots of Data
  • 9. Dialog It requires and Cross-diciplinary Collaboration with
  • 11. Users Users Customers Customers Employees Employees flickr.com/papazimouris
  • 12. Techies Sysadmins Programmers Web designers flickr.com/aaronvandike
  • 13. To create something truly Efficient Usable Desirable
  • 14. You need a process to explore requirements ahead of iterative development. Business Goals Concept Development User Needs Product Backlog Technological Interaction Technology Capabilities Design Design Inspiration Ideation Implementation
  • 16. Stakeholder Concept System Revising UI Prototype Sketching Architecture Wireframes Interview Process Prioritizing User Integration Modelling User Testing Product Interviews Testing Backlog Personas & User Information Concept Hardware & System Final Report & Stories Modelling Review Specification Presentation Indexing All in just 4 weeks! Technology Content Wireframing Performance Assessments Inventory Testing
  • 17. Stakeholders It’s not an ego trip... Business Information Value Systems Architect Architect Emotional Process Innovation Innovation User Functional Technological Innovation Needs Capabilities Users Techies Interaction Designer
  • 18. IncludeEverybody in the design process!
  • 19. Because we all see things a bit differently
  • 21. Seek to unite Business Goals User Needs and Technological Possibilities
  • 22. Because innovation happens where diciplines intersect. “If I had asked people what they wanted, they would have said faster horses.” - Henry Ford flickr.com/sandcastlematt
  • 23. Problems Find the that you need to solve later!
  • 26. Seek inspiration flickr.com/nedrichards
  • 27. Learn from Stakeholders what makes them Successful I Won! flickr.com/photos/sepblog
  • 28. Ask questions like: How do you know it's a problem? Who are most effected by the problem? How would you measure progress? What would show that you're successful? When do you need results?
  • 29. Learn from Users what makes them Productive
  • 30. Ask questions like: How is it like where you work? What tasks do you perform? When do you typically seek information? What is relevant information to you? Who recieves the information you find?
  • 31. Learn from Techies what makes them Reassured
  • 32. Ask questions like: Who uses the system and for what? What kind of documents does it contain? What’s the projected growth in data size? How are other systems integrated? How is access control managed?
  • 33. Document the basis for your design decisions.
  • 34. Document user needs as Personas and User Stories “I want an automatic search on the customer when a phone call comes in, so that all customer information in the CRM system automatically pops up on my screen.” Age 20 years Role Account manager Background High school Computer Much time online, Experience Facebook, YouTube
  • 35. To help stakeholders make priorities. HIGH Benefit to Personas Work on Work on these these features features LATER NOW LOW HIGH Technical Technical Feasibility Feasibility Ignore these Work on features, these possibly features forever. later. MAYBE LOW Benefit to Personas
  • 36. Organize entities, categories and facets in Information Models
  • 37. To help users make sense of information
  • 38. Sketch out concepts that integrate Personas, User Stories and Information Models.
  • 39. Supported by Search Modes Behaviors Design Patterns Known-item Narrow Auto-Complete Exploration Pearl Growing Best Bet Research Pogostick Guided Navigation Re-finding Agonizing Universal Search Scanning Personalization Pivot
  • 40. Prototype and test the interaction design to discover potential usability issues.
  • 41. Prototype and test the technical design to discover potential bottle-necks and pitfalls. Fileserver load Faulty security mechanisms Dependencies with other systems
  • 42. Let’s go over that Again...
  • 43. IncludeEverybody in the design process!
  • 44. Seek to unite Business Goals User Needs and Technological Possibilities
  • 45. Problems Find the that you need to solve later!
  • 46. Ask, try, learn, repeat... Business Goals Concept Development User Needs Product Backlog Technological Interaction Technology Capabilities Design Design Inspiration Ideation Implementation
  • 47. We discover the best solutions Together
  • 48. Presentation by: Vegard Sandvold Designer / Information Architect http://twitter.com/vsandvold http://thingsontop.com