design patterns for navigating

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Design Patterns For Navigating Complex Taxonomies Presented by Loren Baxter

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Presented by Loren Baxter at ESDC

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Page 1: Design Patterns For Navigating

Design Patterns For Navigating Complex Taxonomies

Presented by Loren Baxter

Page 2: Design Patterns For Navigating

TAXONOMY

the science or technique of classification. - dictionary.com

Page 3: Design Patterns For Navigating

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

Page 4: Design Patterns For Navigating

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.

Page 5: Design Patterns For Navigating

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

Page 6: Design Patterns For Navigating

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

Page 7: Design Patterns For Navigating

CASCADING MENU GUIDELINES

• Allow adequate vertical margins to support selection

• Poor Contrast

• Avoid 3+ levels of cascades

www.msn.com (2007)

Page 8: Design Patterns For Navigating

CASCADING MENU GUIDELINES

Page 9: Design Patterns For Navigating

SEARCH (+)

Google One Box search

High efficiency, minimalist design

Extend public strategy to the enterprise

Page 10: Design Patterns For Navigating

GOAL BASED SEARCH

I’ve got chicken, peas, broccoli.

What can I make for dinner?

Page 11: Design Patterns For Navigating

GOAL BASED SEARCH

What’s in my refrigerator?

I’ve had a long day…

Page 12: Design Patterns For Navigating

GOAL BASED SEARCH

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

Page 13: Design Patterns For Navigating

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

Page 14: Design Patterns For Navigating

PROGRESSIVE DISCLOSURE

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

Page 15: Design Patterns For Navigating

INFORMATION HIERARCHY

Help users see the most important information.

Then, show more details upon request.

But make it efficient.

an efficient interface (for programmers)

Page 17: Design Patterns For Navigating

HIERARCHICAL DATA

www.amazon.com

Page 18: Design Patterns For Navigating

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

Page 19: Design Patterns For Navigating

CATEGORIZATION

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

Page 20: Design Patterns For Navigating

CATEGORIZATION

Static, curated list

Dynamic, faceted list

Dynamic, social list (“folksonomies”)

Page 21: Design Patterns For Navigating

CATEGORIZATION

Categories can be:

‣ Object oriented

‣ Goal oriented

‣ What else?

Page 22: Design Patterns For Navigating

DYNAMIC FACETS

www.shopping.com

Page 23: Design Patterns For Navigating

SOCIAL FACETS

Page 24: Design Patterns For Navigating

GOAL-BASED TAXONOMY

Page 25: Design Patterns For Navigating

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

Page 26: Design Patterns For Navigating

DISCOVERY ENGINES

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

Generally more advanced technologies.

Page 27: Design Patterns For Navigating

GOAL BASED SEARCH

What if your search had ...

As-you-type feedback

With data visualization

And drilldown results?

I want a cute name!

Page 29: Design Patterns For Navigating

DISCOVERY ENGINESAllow non-standard, non-linear ways to browse the data.

Page 30: Design Patterns For Navigating

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

Page 31: Design Patterns For Navigating

BEFORE: SIMPLE PICTURE CATALOG

Page 32: Design Patterns For Navigating

BEFORE: COMPLEX “STEP SEARCH”

32

Dynamic Facets were confusing

Page 33: Design Patterns For Navigating

NEW DESIGN GOALS

Visual and textual browse

Tabs for search strategies

Good information ‘Scent’

Nearby Search with part # default

‣ Strong keyboard focus

Page 35: Design Patterns For Navigating

INTEGRATED “DIRECTED SEARCH”

Page 36: Design Patterns For Navigating

DIRECTED SEARCH - FILTER APPLIED

Page 38: Design Patterns For Navigating

TRANSITION FROM PICTURE SEARCH TO BROWSE

Page 39: Design Patterns For Navigating

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

Page 40: Design Patterns For Navigating

THANK YOU!

Please leave your card on the front or back table for a FREE “Taxonomy Checklist”

Email: [email protected]: 925-237-2581

Loren Baxtertwitter : @lorenbaxter

Visit our Web sites atwww.classicsys.comwww.guiguide.com