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Tony Russell-Rose, UXLabs
Stephann Makri, UCL
   Models of information seeking
   Studying consumer search behaviour
     Data acquisition
     Data analysis
   Mode sequences and patterns
     Enterprise search vs. site search
   Conclusions


              UXLabs - User Experience Research and Design - www.uxlabs.co.uk   2
Analytical frameworks




                UXLabs - User Experience Research and Design - www.uxlabs.co.uk   3
• to keep a search on track and
 Monitoring                 efficient

Information               • for navigating through the file or link
  structure                 structure of the individual resources

    Query                 • to support the overall query or
reformulation               search specification)

                          • to aid the selection of words or
    Term                    phrases in the current query
           UXLabs - User Experience Research and Design - www.uxlabs.co.uk   4
Search Modes
 • Monitoring a known topic or set of variables over time
 • Following a specific plan for information gathering
 • Exploring a topic in an undirected fashion

Analysis Techniques
 • Looking for trends or correlations
 • Making comparisons
 • Experimenting with different aggregations/scaling
 • Identifying critical subsets
 • Making assessments
 • Interpreting data to find meaning


                  UXLabs - User Experience Research and Design - www.uxlabs.co.uk   5
Original Model
•   Starting: activities associated with the initial search for information
•   Chaining: following citation chains
•   Browsing: semi-directed searches
•   Differentiating: filtering the material examined
•   Monitoring: maintaining awareness
•   Extracting: working thru a source to locate material of interest

Additions
• Verifying: checking accuracy of information
• Ending: activities associated with the end of a project

                  UXLabs - User Experience Research and Design - www.uxlabs.co.uk   6
UXLabs - User Experience Research and Design - www.uxlabs.co.uk   7
UXLabs - User Experience Research and Design - www.uxlabs.co.uk   8
Data acquisition and analysis




                 UXLabs - User Experience Research and Design - www.uxlabs.co.uk   9
   Information needs gathered thru client
    engagements (stakeholder workshops)
      ▪ 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 so that I can
        achieve a good price.
      ▪ Understand what is selling by area/region so I can source the correct
        stock.
      ▪ See year-on-year ad spend trends for TV and online to supply to the
        Head of Global Media.
   Moderated, normalised, then prioritised
     277 ‘micro-scenarios’

                    UXLabs - User Experience Research and Design - www.uxlabs.co.uk   10
Interview
transcripts,         Information                       Information                    Design
   direct             behaviours                          needs                      insights
observation



   Start from interview transcripts / direct observation
   Identify information behaviours
   Infer information needs
   Derive design insights



                   UXLabs - User Experience Research and Design - www.uxlabs.co.uk              11
Information        Information
                                                    Interactions
   needs            behaviours


                       Design
                      insights


   Start directly from information needs
      Identify design insights
      Infer behaviours and interactions to support them




                  UXLabs - User Experience Research and Design - www.uxlabs.co.uk   12
   Real world data!
     Field based, not lab based
   Shortcomings of interview transcripts:
     Observed behaviours are inevitably bounded by
      current systems & working practices
     Do not reflect aspirational or unmet needs




                  UXLabs - User Experience Research and Design - www.uxlabs.co.uk   13
Locating Verifying       Monitoring      Comparing   Comprehending

   Partially inductive
     Apply the previous
     model
                                                                          Scenarios
   Partially deductive
     Identify new types of
     behaviour




                 UXLabs - User Experience Research and Design - www.uxlabs.co.uk                   14
Lookup
                    • Locating
                    • Verifying
                    • Monitoring



Investigate                         Learn
• Analyzing
                                    • Comparing
• Evaluating
                                    • Comprehending
• Synthesizing
                                    • Exploring




 UXLabs - User Experience Research and Design - www.uxlabs.co.uk   15
Locate              • Find a specific (possibly known) item
                      • “Find my reading list items quickly” – Student




                    • Confirm that an item meets some specific, objective

Verify                criterion
                      • “See the correct price for singles and deals” – Professional
                        Purchaser



                    • Maintain awareness of the status of an item for purpose of
Monitor               management or control
                      • “Alert me to new resources in my area” – Lecturer



     UXLabs - User Experience Research and Design - www.uxlabs.co.uk                   16
• To identify similarities & differences within a set of
                         items
 Compare                 • “Compare cars that are my possible candidates in
                           detail” – Knowledgeable Seeker


                       • To generate independent insight by interpreting
                         patterns within a data set
Comprehend               • “Understand what my competitors are selling” –
                           Independent Dealer



                       • To investigate an item or data set for the purpose of
  Explore                knowledge discovery
                         • “Find useful stuff on my subject topic” – Student


        UXLabs - User Experience Research and Design - www.uxlabs.co.uk           17
• To examine an item or data set to identify patterns
                       & relationships
 Analyze               • “Analyze the market so I know where my strengths
                         and weaknesses are” – Franchise Dealer


                     • To use judgement to determine the value of an item
                       with respect to a specific goal
 Evaluate              • “I want to know whether my agency is delivering
                         best value” – Marketing Professional


                     • To create a novel or composite artefact from
                       diverse inputs
Synthesize             • “I need to create a reading list on celebrity
                         sponsorship” – Faculty

       UXLabs - User Experience Research and Design - www.uxlabs.co.uk       18
Search modes and patterns




                            19
   Search behaviour is not random
     Framework captures common patterns
     Repeating sequences of 2 or 3 modes
     Composite chains (nested)




             UXLabs - User Experience Research and Design - www.uxlabs.co.uk   20
   Explore -> Analyze -> Comprehend (44/97)
     Assess the proper market value for my car
   Explore -> Locate -> Evaluate (31/97)
     Find best offers before the others do so I can have a
      high margin
   Locate -> Verify (29/56)
     Find a van that meets a customer's requirements



               UXLabs - User Experience Research and Design - www.uxlabs.co.uk   21
Explore                         Analyze
                              Comprehend                               Comprehend



                                  Locate                               Evaluate



                                                                            Verify




          UXLabs - User Experience Research and Design - www.uxlabs.co.uk            22
Verify



Analyze                       Comprehend                              Synthesize



                                Compare                                 Evaluate



Monitor                          Analyze



Explore

          UXLabs - User Experience Research and Design - www.uxlabs.co.uk          23
   Greater emphasis on ‘Lookup’ modes
     Locate, Verify
     Synthesize represents a tiny fraction (2)
   Less emphasis on ‘Investigate’ modes
     Analyze, Evaluate
   Much flatter distribution of patterns
     Shorter chains
     Less embedding

              UXLabs - User Experience Research and Design - www.uxlabs.co.uk   24
Summary and future work




                          25
Search modes
• A lens for understanding information-seeking
• A framework for describing composite patterns of behaviour

Site Search vs. Enterprise Search
• Same behaviours but different priorities and patterns
• Shorter chains, less embedding
Further Work
• Refine and validate ‘needs first’ process
• Extend framework to other data sources
              UXLabs - User Experience Research and Design - www.uxlabs.co.uk   26
Tony Russell-Rose, PhD
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



              UXLabs - User Experience Research and Design - www.uxlabs.co.uk   28

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A Model of Consumer Search Behaviour

  • 2. Models of information seeking  Studying consumer search behaviour  Data acquisition  Data analysis  Mode sequences and patterns  Enterprise search vs. site search  Conclusions UXLabs - User Experience Research and Design - www.uxlabs.co.uk 2
  • 3. Analytical frameworks UXLabs - User Experience Research and Design - www.uxlabs.co.uk 3
  • 4. • to keep a search on track and Monitoring efficient Information • for navigating through the file or link structure structure of the individual resources Query • to support the overall query or reformulation search specification) • to aid the selection of words or Term phrases in the current query UXLabs - User Experience Research and Design - www.uxlabs.co.uk 4
  • 5. Search Modes • Monitoring a known topic or set of variables over time • Following a specific plan for information gathering • Exploring a topic in an undirected fashion Analysis Techniques • Looking for trends or correlations • Making comparisons • Experimenting with different aggregations/scaling • Identifying critical subsets • Making assessments • Interpreting data to find meaning UXLabs - User Experience Research and Design - www.uxlabs.co.uk 5
  • 6. Original Model • Starting: activities associated with the initial search for information • Chaining: following citation chains • Browsing: semi-directed searches • Differentiating: filtering the material examined • Monitoring: maintaining awareness • Extracting: working thru a source to locate material of interest Additions • Verifying: checking accuracy of information • Ending: activities associated with the end of a project UXLabs - User Experience Research and Design - www.uxlabs.co.uk 6
  • 7. UXLabs - User Experience Research and Design - www.uxlabs.co.uk 7
  • 8. UXLabs - User Experience Research and Design - www.uxlabs.co.uk 8
  • 9. Data acquisition and analysis UXLabs - User Experience Research and Design - www.uxlabs.co.uk 9
  • 10. Information needs gathered thru client engagements (stakeholder workshops) ▪ 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 so that I can achieve a good price. ▪ Understand what is selling by area/region so I can source the correct stock. ▪ See year-on-year ad spend trends for TV and online to supply to the Head of Global Media.  Moderated, normalised, then prioritised  277 ‘micro-scenarios’ UXLabs - User Experience Research and Design - www.uxlabs.co.uk 10
  • 11. Interview transcripts, Information Information Design direct behaviours needs insights observation  Start from interview transcripts / direct observation  Identify information behaviours  Infer information needs  Derive design insights UXLabs - User Experience Research and Design - www.uxlabs.co.uk 11
  • 12. Information Information Interactions needs behaviours Design insights  Start directly from information needs  Identify design insights  Infer behaviours and interactions to support them UXLabs - User Experience Research and Design - www.uxlabs.co.uk 12
  • 13. Real world data!  Field based, not lab based  Shortcomings of interview transcripts:  Observed behaviours are inevitably bounded by current systems & working practices  Do not reflect aspirational or unmet needs UXLabs - User Experience Research and Design - www.uxlabs.co.uk 13
  • 14. Locating Verifying Monitoring Comparing Comprehending  Partially inductive  Apply the previous model Scenarios  Partially deductive  Identify new types of behaviour UXLabs - User Experience Research and Design - www.uxlabs.co.uk 14
  • 15. Lookup • Locating • Verifying • Monitoring Investigate Learn • Analyzing • Comparing • Evaluating • Comprehending • Synthesizing • Exploring UXLabs - User Experience Research and Design - www.uxlabs.co.uk 15
  • 16. Locate • Find a specific (possibly known) item • “Find my reading list items quickly” – Student • Confirm that an item meets some specific, objective Verify criterion • “See the correct price for singles and deals” – Professional Purchaser • Maintain awareness of the status of an item for purpose of Monitor management or control • “Alert me to new resources in my area” – Lecturer UXLabs - User Experience Research and Design - www.uxlabs.co.uk 16
  • 17. • To identify similarities & differences within a set of items Compare • “Compare cars that are my possible candidates in detail” – Knowledgeable Seeker • To generate independent insight by interpreting patterns within a data set Comprehend • “Understand what my competitors are selling” – Independent Dealer • To investigate an item or data set for the purpose of Explore knowledge discovery • “Find useful stuff on my subject topic” – Student UXLabs - User Experience Research and Design - www.uxlabs.co.uk 17
  • 18. • To examine an item or data set to identify patterns & relationships Analyze • “Analyze the market so I know where my strengths and weaknesses are” – Franchise Dealer • To use judgement to determine the value of an item with respect to a specific goal Evaluate • “I want to know whether my agency is delivering best value” – Marketing Professional • To create a novel or composite artefact from diverse inputs Synthesize • “I need to create a reading list on celebrity sponsorship” – Faculty UXLabs - User Experience Research and Design - www.uxlabs.co.uk 18
  • 19. Search modes and patterns 19
  • 20. Search behaviour is not random  Framework captures common patterns  Repeating sequences of 2 or 3 modes  Composite chains (nested) UXLabs - User Experience Research and Design - www.uxlabs.co.uk 20
  • 21. Explore -> Analyze -> Comprehend (44/97)  Assess the proper market value for my car  Explore -> Locate -> Evaluate (31/97)  Find best offers before the others do so I can have a high margin  Locate -> Verify (29/56)  Find a van that meets a customer's requirements UXLabs - User Experience Research and Design - www.uxlabs.co.uk 21
  • 22. Explore Analyze Comprehend Comprehend Locate Evaluate Verify UXLabs - User Experience Research and Design - www.uxlabs.co.uk 22
  • 23. Verify Analyze Comprehend Synthesize Compare Evaluate Monitor Analyze Explore UXLabs - User Experience Research and Design - www.uxlabs.co.uk 23
  • 24. Greater emphasis on ‘Lookup’ modes  Locate, Verify  Synthesize represents a tiny fraction (2)  Less emphasis on ‘Investigate’ modes  Analyze, Evaluate  Much flatter distribution of patterns  Shorter chains  Less embedding UXLabs - User Experience Research and Design - www.uxlabs.co.uk 24
  • 26. Search modes • A lens for understanding information-seeking • A framework for describing composite patterns of behaviour Site Search vs. Enterprise Search • Same behaviours but different priorities and patterns • Shorter chains, less embedding Further Work • Refine and validate ‘needs first’ process • Extend framework to other data sources UXLabs - User Experience Research and Design - www.uxlabs.co.uk 26
  • 27.
  • 28. Tony Russell-Rose, PhD 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 UXLabs - User Experience Research and Design - www.uxlabs.co.uk 28

Editor's Notes

  1. c/o Grounded Theory