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Design Patterns For Navigating
    Complex Taxonomies




        Presented by Loren Baxter
TAXONOMY



the science or technique of classification. - dictionary.com
COMPLEX TAXONOMY

A rich dataset that has many objects with various attributes.

Something people will need to navigate.

Examples:
‣   Product Catalogs
‣   User Directories
‣   Article Archives
WHY WE CARE


"Most companies are so confused, the last thing they need is
more data." - @tamaraadlin

The same is true of people. They need the right data.
KEY POINTS

1. Navigation + search = foundation

2. Progressive disclosure: consider when data is presented

3. Categorization can be dynamic and powerful

4. Discovery engines add value
NAVIGATION AND SEARCH
are always best together. Think peanut butter and jelly.
‣   Top levels should remain constant
‣   Show where the user is
‣   Simple and advanced search
‣   Faceted navigation
CASCADING MENU
                 GUIDELINES


                                                             • Avoid 3+ levels of
                                                                   cascades




•   Poor Contrast
                              • Allow adequate vertical
                              margins to support selection


         www.msn.com (2007)
CASCADING MENU
   GUIDELINES
SEARCH (+)




Google One Box search

High efficiency, minimalist design

Extend public strategy to the enterprise
GOAL BASED SEARCH




I’ve got chicken, peas, broccoli.

What can I make for dinner?
GOAL BASED SEARCH


                            I’ve had a
                            long day…




What’s in my
refrigerator?
GOAL BASED SEARCH




                Provide appropriate
                content for selection
                 (image, rating, etc)
KEY POINTS

1. Navigation + search = foundation

2. Progressive disclosure: consider when data is presented

3. Categorization can be dynamic and powerful

4. Discovery engines add value
PROGRESSIVE DISCLOSURE



Not all data is created equal. It should be presented in layers.
INFORMATION HIERARCHY

Help users see the most important information.

Then, show more details upon request.

But make it efficient.




                            an efficient interface (for programmers)
LAYERED DATA




www.shopping.com
HIERARCHICAL DATA




  www.amazon.com
KEY POINTS

1. Navigation + search = foundation

2. Progressive disclosure: consider when data is presented

3. Categorization can be dynamic and powerful

4. Discovery engines add value
CATEGORIZATION



is where we need to flex our design muscle. We can let
people slice through data in interesting ways.
CATEGORIZATION


Static, curated list

Dynamic, faceted list

Dynamic, social list (“folksonomies”)
CATEGORIZATION


Categories can be:
‣   Object oriented
‣   Goal oriented
‣   What else?
DYNAMIC FACETS




www.shopping.com
SOCIAL FACETS
GOAL-BASED TAXONOMY
KEY POINTS

1. Navigation + search = foundation

2. Progressive disclosure: consider when data is presented

3. Categorization can be dynamic and powerful

4. Discovery engines add value
DISCOVERY ENGINES



Augment standard search + browse. Provide value to
advanced users.

Generally more advanced technologies.
GOAL BASED SEARCH
                              I want a cute
What if your search had ...   name!



As-you-type feedback

With data visualization

And drilldown results?
GOAL BASED SEARCH




http://www.babynamewizard.com/namevoyager
DISCOVERY ENGINES
Allow non-standard, non-linear ways to browse the data.
CASE STUDY
Tyco Electronics

Global Provider of Electronics

Over 500,000 Products

Typical User: Design Engineer

Worldwide Audience

Over 50 recent corporate acquisitions

Product Catalogs Stacked 1 Meter High

User Centered Design Approach To Redesign
BEFORE: SIMPLE PICTURE
      CATALOG
BEFORE: COMPLEX “STEP
      SEARCH”



               32




                    Dynamic Facets
                    were confusing
NEW DESIGN GOALS

Visual and textual browse

Tabs for search strategies

Good information ‘Scent’

Nearby Search with part # default
‣   Strong keyboard focus
HOME PAGE: SEARCH /
     BROWSE
INTEGRATED “DIRECTED
      SEARCH”
DIRECTED SEARCH - FILTER
        APPLIED
PICTURE SEARCH -
EXCELLENT FOR GLOBAL USE
TRANSITION FROM PICTURE
   SEARCH TO BROWSE
REMEMBER

Taxonomies are getting more complex

Adapt your navigation strategies to meet the new information
challenges

Shield users from the complexity

Lower the efficiency cost of navigation

Leverage design patterns to repeat success
THANK YOU!
Please leave your card on the front or back table for a FREE
“Taxonomy Checklist”

                                   Loren Baxter
                                   twitter: @lorenbaxter


Visit our Web sites at
www.classicsys.com
www.guiguide.com

Email: jimh@classicsys.com
Phone: 925-237-2581

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Design Patterns For Navigating