An overview of the key theories and models of human information-seeking behavior and how these translate into principles for the design of effective search and discovery experiences.

1. From Search to Discovery Tony Russell-Rose, PhD UX Manager (EMEA) 08-Feb-2011

2. Understanding Search & Discovery Behaviour Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.

3. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. James Joyce’s Ulysses? Irish writer? PR6019.O9 U418 G42

4. Search tasks Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Fact finding Discovery Irish writer? James Joyce’s Ulysses ?

8. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.

9. Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.

10. But what about the three click rule? Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Testing the Three-Click Rule , Joshua Porter / UIE, Apr 16, 2003

12. Information Seeking in Stages Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Predict Adapt Iterate Revise Evaluate The five core activities of human information-seeking behavior Am I asking my question the right way? Was my prediction accurate? How should I adjust my tactics? Am I progressing toward my goal? Did I learn something that alters my goal?

13. Design for Discovery Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Varied Solutions for Varied User Contexts Varied Solutions for Varied User Contexts

14. Varied Contexts required Varied Solutions Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Where should we put the Faceted Navigation and how should it be laid out to be as effective as possible?

15. Varied Contexts required Varied Solutions Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. We have diverse types of content - how should we present mixed results sets to help our users successfully discover the most relevant and useful items?

17. Dimension 1: User Type Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. KNOWLEDGE Novice Uncertain Expert Confident Users vary in terms of their level of knowledge, confidence & attitude Purchasing Agent Electronics Engineer Maintenance Technician

18. Dimension 2: Objective Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. I need to find part number 2335456 BREADTH COMPLEXITY Focused Simple Broad Complex I need to discover compatible parts that work for my assembly I need to understand part obsolescence & manage our risks Electronics Engineer

19. Dimension 3: Mode of Interaction Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. Synthesizing To generate or communicate insight by integrating diverse inputs to create a novel artefact or composite view I need to prepare a weekly report for my boss of how things are going I need to understand the cost drivers for this commodity so I can negotiate better terms with my suppliers Exploring To investigate or serendipitously examine an information space for the purpose of learning or knowledge discovery I need to know the cost drivers for a part such as materials that impact cost Analyzing To critically examine the detail of an item or data set to identify patterns & relationships I need to compare our module set teardowns with competitors to see if we’re competitive Comparing To examine two or more items to identify similarities & differences I need to find a new part with specific attributes then source it from the most qualified supplier Locating To find a specific (possibly known) item I need to determine my current state so I can evaluate if I have price variation Evaluating To use judgement to determine the significance or value of an item or data set with respect to a specific benchmark or model Monitoring To maintain awareness of the status of an item or data set for purposes of management or control I need to monitor at risk dealers so I can prompt my Account Reps to fix the problems Validating To confirm or substantiate that an item or set of items meets some specific criterion How can I determine if I am looking at the latest information for a part or supplier?

21. Dimension 4: Assets Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential. COMPLEXITY Simple Homogeneous Highly Faceted Diverse

22. Endeca UI Design Pattern Library Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.

25. Sample Patterns: Vertical Stack Guided Navigation Copyright©2010 Endeca Technologies, Inc. All rights reserved. Proprietary and confidential.