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Understanding Search Behavior:
Devcon 2014 Workshop
Introductions
Spencer Tracey, Katherine Hepburn, and EMERAC
Librarians
Google page rank
Who’s Who vs. Citation Index
A language of search and discovery
How people search and the problems they
encounter have has to do with:
 Skills and knowledge
 Needs and goals
 Search context
UX Design research solves problems by:
 Understanding people
 Understanding how people think
 Understanding the search context
Dimensions of search experience
1st Dimension – user’s skill and knowledge
2nd Dimension – information seeking behavior
3rd Dimension – the search context
4th Dimension – modes of search & discovery
Dimensions of search experience
1st dimension: skill + knowledge
Understand how users skill and knowledge shape
how they use your products, the problems they
have, and how you can resolve those problems.
Skill using the tool
Remember:
They can be competent with technology,
just not your site or application
Knowledge of the domain
Tool/Domain Skills Matrix
Domain novices:
 Overwhelmed by too much information
 Easily confused
 Difficulty judging relevance
Technical novices:
 Easily disoriented
 Distracted by demands of the search tools
 Use shallow pogosticking searches
Hub and spoke search pattern
SEARCH
RESULTS
Detail
Detail
Detail
DetailDetail
Detail
Detail
The orienteers (double novices)
 Reformulate queries often
 Look at fewer pages
 Use conservative queries
 Afraid to venture far afield
 Spend more time on task
Problems for double novices
 Make small, incremental changes to queries
 Difficulty evaluating results
 Don’t trust results
 Easily confused and disoriented
Needs are cognitive and emotional:
Cognitive
 Learning general strategies for using technology
 Learning how specific app or site works
 Learning domain terminology
Emotional
 Feeling distrustful of the app/site
 Feeling distrustful of the validity of search results
 Feeling afraid they’ll get lost
 Feeling afraid to take go down a different path
How to solve their problems?
1. Breadcrumbs
2. More like this / Related / Popular / Also viewed
3. Already searched
4. Scoped search
5. Auto correct and auto suggest
6. Tooltips
7. Tutorial Overlays
Breadcrumbs: history or hierarchy?
Design patterns for discovery
More like this / Related / Popular / Recommended
Design patterns for discovery
More like this / Related / Popular / Recommended
Scoped search
Scoped search
Advanced search design patterns?
(faceted search)
Advanced search design patterns?
(search menus)
Advanced search design patterns?
(advanced filtering)
Novice users
 Ignore advanced searching options
 Narrowly focused on understanding and
assessing
 Do not see search links, advanced search links
or icons
 Do not see faceted search panels in sidebars
 Faceted search tends to be used by more
advanced users
Double experts are teleporters
1. Formulate better queries
2. Make fewer query reformulations
3. Quicker to judge relevance
4. Look at more pages
5. Examine results more thoroughly
Problems for experts
 Frustrated by any slowness
 Frustrated by tools for novices
 Frustrated by inflexible search tools
 Frustrated by hard-to-find advanced search
 Clunky UI - Advanced search kitchen sinks:
- lack information hierarchy
- Over-emphasize visual design at expense of
information
How to solve their problems
1. Well designed advanced search menus
2. Faceted search (filter search results by facets)
3. Tooltips or animations to help users find
advanced tools
4. Make it possible to customize the UI to the
user’s behavior
Well designed advanced search
Tooltips
Contextual tool tips
Contextual instructions
Tutorial overlays
In betweeners: Make the UI learnable
Learnability
The ease with which users gain awareness of features
Design patterns
1. Contextual instructions
2. Immersive, full-screen overlays
3. Visual design cues
4. Animation: magnetism – peep outs
2nd Dimension:
Information seeking behavior
“What we find, changes what we seek”
Old model
Information seeking as linear, static process
Information foraging
Information seeking as a journey: interactively
changes as we gather more knowledge
What we find changes what we seek
Information Foraging
Abundance of information + Limited energy =
 How much energy will it cost?
 What will I gain?
1.
Does a bear chase a biker in the woods?
1.
https://www.youtube.com/watch?v=tKdRlWz-1pg
Information Foraging
1.
We go after patches of information, pick the best and move
on to another patch
We find and forage, pick the best and quickly move on
Information glut
1.
In a glut of information, users are quickly overwhelmed
Information Foraging
Information Foraging
Result: Information Snacking
Design for information foraging
Information scent: cues that help users decide what to do next
Information Scent
 Trigger words in natural, human language
 Descriptive phrases in links
 Long, descriptive titles for search list items, for
modules, and for sections
 Make sure links look clickable
 Search keyword or hit highlighting
 Visual design and layout for scanning
Information Scent
Strong = confident users who stick around
Weak = uncertain users who leave
3 Click myth
Trigger words and images
Descriptive titles – Google SRP
Descriptive titles - Zillow Primary - all info here is primary,
scanned first by user
Secondary – this info is secondary in importa
Hit highlighting – (showing none)
With hit highlighting
homes for sale in Norfolk
Hit highlighting
Use clear labeling
 Group into user-centered categories
 Easy-to-remember labels and categories
 Natural language over numbers (city name >
ZIP)
 Natural language, not jargon
Labeling - Trulia
Grouping results @ Google
Paid Result
Organic Result
News
Reference
sources
Group results @ Facebook
Sensemaking
Once users have information, what next?
Putting it all together
http://www.youtube.com/watch?v=GvtJ-zyE3Uk&feature=youtu.be
Sensemaking
Sensemaking
Three models for sensemaking
 Shoebox or junk drawer
 Evidence file
 Schemas
Shoebox or Junk Draw
Evidence File
Schemas
Putting it all together
Design patterns help with sensemaking
 Email to self/friends
 My account
 Wish lists
 Favorite or save listings
 Customized labeling and categories
 Social search
3rd dimension: context matters
Putting it all together
http://www.youtube.com/watch?v=GvtJ-zyE3Uk&feature=youtu.be
User context shapes:
 How user thinks and feels
 What user sees and notices
 How user performs a search
Four Layers of Context
Cultural layer - what is the cultural context of the
search?
Four Layers of Context
Work task - how does the task and user’s goals
influence searching behavior
Four Layers of Context
Information seeking - user exercises judgment
about how, when, how long, and where to
search
Four Layers of Context
Information retrieval formulating queries,
assessing results, and reformulating as needed
Context and shopping
Contextual layers of gift shopping
Use a buyer’s guide
Contextual layers of gift shopping
Scan search results to locate potential places to find
Contextual layers of gift shopping
Locate potential gifts from the search results
Contextual layers of gift shopping
Locating potential gifts from the search results
 Using PB’s search
Contextual layers of gift shopping
1. Information retrieval layer: locating potential gifts from
the search results
 Using PB’s search
Cultural layer
1. Cultural layer:
Importance of gift
giving in wider
culture, sub-
culture, family,
organization,
even team within
an organization
Work task layer
One or more tasks that need to be accomplished
Wikihow guide to gift giving
Seeking layer
User’s physical context of search
Many contexts of research
Physical context of search
Physical context of search
 Mobile has renewed interest in topic
 Always been crucial to UX research
Different mobile searches by context: Google/Nielsen (March 2013).
Desktop and physical context
 More likely to take on different roles (work,
leisure, family, etc)
 Longer searching sessions
 Less likely to search locally
Mobile and physical context
Mobile and physical context
 Driven by spatiotemporal context
 Short seeking sessions
 Very focused on specific tasks
 Tend to be location based
 Leads to a dynamic and flexible search
experience
A language of search and discovery
How people search and problems they have:
 Skills and knowledge
 Needs and goals
 Search context
UX Design research solves problems by:
 Understanding people
 Understanding how people think
 Understanding the search context
Given all this, we have opportunities
1. Search isn’t about individual, isolated queries
2. Search is a process with user skills and
knowledge improving along the way
3. Search always takes place in a context –
cultural, work task, physical
4. Opportunities to help users through the
entire search journey.
5. When we help people accomplish their goals,
they feel good about our brand and that’s a +
1 for us
What about our users?
Will – first time home buyer
 30s, married, one child +
 Preparing to retire from Navy
 Lives in East OV
 Looking for suburbs
 Wife, Kyla, USED TO handle
finances and home buying
 Kyla has significant say in the decision but lets
Will do adetail work.
 Will gathers options, shares them with her.
 Will is more interested in an investment
Desires
 To feel knowledgeable
 Good deal
 Agent that’s on their side
 “Property Virgin Lady”
 Wants to trust that results are for not biased to
the agent
 Wants an online version of a buyer’s agent
 Wants to trust results but tends to rely on friends
and neighbors for suggestions
Fears
 Agents
 Sales pressure
 Getting ripped off
 Missing deals
 Missing dream home
 Ovewhelmed by tradeoffs
 Am I doing the best search?
Context
Tends to search mostly at night
Uses a laptop – couple that shares the same
laptop.
 Doesn’t like to search on the go. They are
usually too busy to stop and look at a house.
Sometimes, they will drive by a house if it’s
nearby
Problems and dislikes
 Worries about validity and thoroughness of results
 Reformulating queries
 Too much information on page
 Dislikes how hard it is to tell one home from another. They all
start looking alike after awhile.
 Dislikes having to use multiple sites. Will use one search to
locate house, then Trulia to figure out what comparable prices
are.
 On other hand, concerned that a single site won’t have all the
information.
 Wants a way to search by school district. Uses Nancy Chandler
for school-based search.
 Wants to be able to narrow searches but tends not to because it’s
easier to scan through pages
Put me in control
“I want to feel like I know what
I’m doing.”
“It’s frustrating to find good
deals that they turn out to be
fake or there’s a catch.”
“I want it to be simpler. I spend a lot of time trying
to find good deals, but there’s so many results.
After awhile everything looks the same.”
Make it seem easy
“I just want a way to figure out what we
can afford. What neighborhoods are
good picks. You know?”
“I’d like to be able to punch choices into
a tool and get back a list of houses that
are a match. But all these web sites.
So many details. It’s too much.”
“I feel like I have to go through pages and pages.”
Make me feel smart
“What really surprised me was how,
even when it seems like they can
help you, they really don’t. I used
Navy Federal. But I still felt lost and
confused about where to start.”
“I’ve been to a seminar for first time buyers. But it was run by a
real estate agent. I didn’t trust I’d get the right information.”
Domain expert / Tool novice
1. Knowledgeable about domain
2. Good at evaluating content
3. Quickly perform in-depth research
4. May use hub and spoke search pattern as
crutch
Needs:
– design patterns that help user learn tool/technology
– design patterns to help orient user in search funnel
Domain novice / Tool expert
1. Good at manipulating search tools
2. Confident with the search process/tools – but
this can mask lack of domain knowledge
3. May find it difficult to evaluate relevance of
results
Needs
– design patterns to help gain domain knowledge
– UX design techniques to build trust
For more research-based insights
about our users, check out the UX
insights portal:
http://redacted.com
Thoughts? Questions?

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Devcon 2013: Understanding Search Behavior

  • 3. Spencer Tracey, Katherine Hepburn, and EMERAC Librarians
  • 4. Google page rank Who’s Who vs. Citation Index
  • 5. A language of search and discovery How people search and the problems they encounter have has to do with:  Skills and knowledge  Needs and goals  Search context UX Design research solves problems by:  Understanding people  Understanding how people think  Understanding the search context
  • 6. Dimensions of search experience 1st Dimension – user’s skill and knowledge 2nd Dimension – information seeking behavior 3rd Dimension – the search context 4th Dimension – modes of search & discovery
  • 7. Dimensions of search experience
  • 8. 1st dimension: skill + knowledge Understand how users skill and knowledge shape how they use your products, the problems they have, and how you can resolve those problems.
  • 9. Skill using the tool Remember: They can be competent with technology, just not your site or application
  • 12. Domain novices:  Overwhelmed by too much information  Easily confused  Difficulty judging relevance
  • 13. Technical novices:  Easily disoriented  Distracted by demands of the search tools  Use shallow pogosticking searches
  • 14. Hub and spoke search pattern SEARCH RESULTS Detail Detail Detail DetailDetail Detail Detail
  • 15. The orienteers (double novices)  Reformulate queries often  Look at fewer pages  Use conservative queries  Afraid to venture far afield  Spend more time on task
  • 16. Problems for double novices  Make small, incremental changes to queries  Difficulty evaluating results  Don’t trust results  Easily confused and disoriented
  • 17. Needs are cognitive and emotional: Cognitive  Learning general strategies for using technology  Learning how specific app or site works  Learning domain terminology Emotional  Feeling distrustful of the app/site  Feeling distrustful of the validity of search results  Feeling afraid they’ll get lost  Feeling afraid to take go down a different path
  • 18. How to solve their problems? 1. Breadcrumbs 2. More like this / Related / Popular / Also viewed 3. Already searched 4. Scoped search 5. Auto correct and auto suggest 6. Tooltips 7. Tutorial Overlays
  • 20. Design patterns for discovery More like this / Related / Popular / Recommended
  • 21. Design patterns for discovery More like this / Related / Popular / Recommended
  • 24. Advanced search design patterns? (faceted search)
  • 25. Advanced search design patterns? (search menus)
  • 26. Advanced search design patterns? (advanced filtering)
  • 27. Novice users  Ignore advanced searching options  Narrowly focused on understanding and assessing  Do not see search links, advanced search links or icons  Do not see faceted search panels in sidebars  Faceted search tends to be used by more advanced users
  • 28. Double experts are teleporters 1. Formulate better queries 2. Make fewer query reformulations 3. Quicker to judge relevance 4. Look at more pages 5. Examine results more thoroughly
  • 29. Problems for experts  Frustrated by any slowness  Frustrated by tools for novices  Frustrated by inflexible search tools  Frustrated by hard-to-find advanced search  Clunky UI - Advanced search kitchen sinks: - lack information hierarchy - Over-emphasize visual design at expense of information
  • 30. How to solve their problems 1. Well designed advanced search menus 2. Faceted search (filter search results by facets) 3. Tooltips or animations to help users find advanced tools 4. Make it possible to customize the UI to the user’s behavior
  • 36. In betweeners: Make the UI learnable Learnability The ease with which users gain awareness of features Design patterns 1. Contextual instructions 2. Immersive, full-screen overlays 3. Visual design cues 4. Animation: magnetism – peep outs
  • 37. 2nd Dimension: Information seeking behavior “What we find, changes what we seek”
  • 38. Old model Information seeking as linear, static process
  • 39. Information foraging Information seeking as a journey: interactively changes as we gather more knowledge
  • 40. What we find changes what we seek
  • 41. Information Foraging Abundance of information + Limited energy =  How much energy will it cost?  What will I gain? 1.
  • 42. Does a bear chase a biker in the woods? 1. https://www.youtube.com/watch?v=tKdRlWz-1pg
  • 43. Information Foraging 1. We go after patches of information, pick the best and move on to another patch We find and forage, pick the best and quickly move on
  • 44. Information glut 1. In a glut of information, users are quickly overwhelmed
  • 48. Design for information foraging Information scent: cues that help users decide what to do next
  • 49. Information Scent  Trigger words in natural, human language  Descriptive phrases in links  Long, descriptive titles for search list items, for modules, and for sections  Make sure links look clickable  Search keyword or hit highlighting  Visual design and layout for scanning
  • 50. Information Scent Strong = confident users who stick around Weak = uncertain users who leave
  • 54. Descriptive titles - Zillow Primary - all info here is primary, scanned first by user Secondary – this info is secondary in importa
  • 55. Hit highlighting – (showing none)
  • 57. homes for sale in Norfolk Hit highlighting
  • 58. Use clear labeling  Group into user-centered categories  Easy-to-remember labels and categories  Natural language over numbers (city name > ZIP)  Natural language, not jargon
  • 60. Grouping results @ Google Paid Result Organic Result News Reference sources
  • 61. Group results @ Facebook
  • 62. Sensemaking Once users have information, what next?
  • 63. Putting it all together http://www.youtube.com/watch?v=GvtJ-zyE3Uk&feature=youtu.be
  • 66. Three models for sensemaking  Shoebox or junk drawer  Evidence file  Schemas
  • 70. Putting it all together
  • 71. Design patterns help with sensemaking  Email to self/friends  My account  Wish lists  Favorite or save listings  Customized labeling and categories  Social search
  • 73. Putting it all together http://www.youtube.com/watch?v=GvtJ-zyE3Uk&feature=youtu.be
  • 74. User context shapes:  How user thinks and feels  What user sees and notices  How user performs a search
  • 75. Four Layers of Context Cultural layer - what is the cultural context of the search?
  • 76. Four Layers of Context Work task - how does the task and user’s goals influence searching behavior
  • 77. Four Layers of Context Information seeking - user exercises judgment about how, when, how long, and where to search
  • 78. Four Layers of Context Information retrieval formulating queries, assessing results, and reformulating as needed
  • 80. Contextual layers of gift shopping Use a buyer’s guide
  • 81. Contextual layers of gift shopping Scan search results to locate potential places to find
  • 82. Contextual layers of gift shopping Locate potential gifts from the search results
  • 83. Contextual layers of gift shopping Locating potential gifts from the search results  Using PB’s search
  • 84. Contextual layers of gift shopping 1. Information retrieval layer: locating potential gifts from the search results  Using PB’s search
  • 85. Cultural layer 1. Cultural layer: Importance of gift giving in wider culture, sub- culture, family, organization, even team within an organization
  • 86. Work task layer One or more tasks that need to be accomplished Wikihow guide to gift giving
  • 89. Many contexts of research
  • 91. Physical context of search  Mobile has renewed interest in topic  Always been crucial to UX research Different mobile searches by context: Google/Nielsen (March 2013).
  • 92. Desktop and physical context  More likely to take on different roles (work, leisure, family, etc)  Longer searching sessions  Less likely to search locally
  • 94.
  • 95. Mobile and physical context  Driven by spatiotemporal context  Short seeking sessions  Very focused on specific tasks  Tend to be location based  Leads to a dynamic and flexible search experience
  • 96. A language of search and discovery How people search and problems they have:  Skills and knowledge  Needs and goals  Search context UX Design research solves problems by:  Understanding people  Understanding how people think  Understanding the search context
  • 97. Given all this, we have opportunities 1. Search isn’t about individual, isolated queries 2. Search is a process with user skills and knowledge improving along the way 3. Search always takes place in a context – cultural, work task, physical 4. Opportunities to help users through the entire search journey. 5. When we help people accomplish their goals, they feel good about our brand and that’s a + 1 for us
  • 98. What about our users?
  • 99. Will – first time home buyer  30s, married, one child +  Preparing to retire from Navy  Lives in East OV  Looking for suburbs  Wife, Kyla, USED TO handle finances and home buying  Kyla has significant say in the decision but lets Will do adetail work.  Will gathers options, shares them with her.  Will is more interested in an investment
  • 100. Desires  To feel knowledgeable  Good deal  Agent that’s on their side  “Property Virgin Lady”  Wants to trust that results are for not biased to the agent  Wants an online version of a buyer’s agent  Wants to trust results but tends to rely on friends and neighbors for suggestions
  • 101. Fears  Agents  Sales pressure  Getting ripped off  Missing deals  Missing dream home  Ovewhelmed by tradeoffs  Am I doing the best search?
  • 102. Context Tends to search mostly at night Uses a laptop – couple that shares the same laptop.  Doesn’t like to search on the go. They are usually too busy to stop and look at a house. Sometimes, they will drive by a house if it’s nearby
  • 103. Problems and dislikes  Worries about validity and thoroughness of results  Reformulating queries  Too much information on page  Dislikes how hard it is to tell one home from another. They all start looking alike after awhile.  Dislikes having to use multiple sites. Will use one search to locate house, then Trulia to figure out what comparable prices are.  On other hand, concerned that a single site won’t have all the information.  Wants a way to search by school district. Uses Nancy Chandler for school-based search.  Wants to be able to narrow searches but tends not to because it’s easier to scan through pages
  • 104. Put me in control “I want to feel like I know what I’m doing.” “It’s frustrating to find good deals that they turn out to be fake or there’s a catch.” “I want it to be simpler. I spend a lot of time trying to find good deals, but there’s so many results. After awhile everything looks the same.”
  • 105. Make it seem easy “I just want a way to figure out what we can afford. What neighborhoods are good picks. You know?” “I’d like to be able to punch choices into a tool and get back a list of houses that are a match. But all these web sites. So many details. It’s too much.” “I feel like I have to go through pages and pages.”
  • 106. Make me feel smart “What really surprised me was how, even when it seems like they can help you, they really don’t. I used Navy Federal. But I still felt lost and confused about where to start.” “I’ve been to a seminar for first time buyers. But it was run by a real estate agent. I didn’t trust I’d get the right information.”
  • 107. Domain expert / Tool novice 1. Knowledgeable about domain 2. Good at evaluating content 3. Quickly perform in-depth research 4. May use hub and spoke search pattern as crutch Needs: – design patterns that help user learn tool/technology – design patterns to help orient user in search funnel
  • 108. Domain novice / Tool expert 1. Good at manipulating search tools 2. Confident with the search process/tools – but this can mask lack of domain knowledge 3. May find it difficult to evaluate relevance of results Needs – design patterns to help gain domain knowledge – UX design techniques to build trust
  • 109. For more research-based insights about our users, check out the UX insights portal: http://redacted.com Thoughts? Questions?