Design Patterns For Navigating

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Celso Martins

Presented by Loren Baxter at ESDC

Tecnología Diseño

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)

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)

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)

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?

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: 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

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

1. Design Patterns For Navigating Complex Taxonomies Presented by Loren Baxter

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

3. 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

4. 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.

5. 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

6. 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

7. CASCADING MENU GUIDELINES • Avoid 3+ levels of cascades • Poor Contrast • Allow adequate vertical margins to support selection www.msn.com (2007)

8. CASCADING MENU GUIDELINES

9. SEARCH (+) Google One Box search High efﬁciency, minimalist design Extend public strategy to the enterprise

10. GOAL BASED SEARCH I’ve got chicken, peas, broccoli. What can I make for dinner?

11. GOAL BASED SEARCH I’ve had a long day… What’s in my refrigerator?

12. GOAL BASED SEARCH Provide appropriate content for selection (image, rating, etc)

13. 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

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

15. INFORMATION HIERARCHY Help users see the most important information. Then, show more details upon request. But make it efﬁcient. an efﬁcient interface (for programmers)

16. LAYERED DATA www.shopping.com

17. HIERARCHICAL DATA www.amazon.com

18. 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

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

20. CATEGORIZATION Static, curated list Dynamic, faceted list Dynamic, social list (“folksonomies”)

21. CATEGORIZATION Categories can be: ‣ Object oriented ‣ Goal oriented ‣ What else?

22. DYNAMIC FACETS www.shopping.com

23. SOCIAL FACETS

24. GOAL-BASED TAXONOMY

25. 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

26. DISCOVERY ENGINES Augment standard search + browse. Provide value to advanced users. Generally more advanced technologies.

27. GOAL BASED SEARCH I want a cute What if your search had ... name! As-you-type feedback With data visualization And drilldown results?

28. GOAL BASED SEARCH http://www.babynamewizard.com/namevoyager

29. DISCOVERY ENGINES Allow non-standard, non-linear ways to browse the data.

30. 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

31. BEFORE: SIMPLE PICTURE CATALOG

32. BEFORE: COMPLEX “STEP SEARCH” 32 Dynamic Facets were confusing

33. NEW DESIGN GOALS Visual and textual browse Tabs for search strategies Good information ‘Scent’ Nearby Search with part # default ‣ Strong keyboard focus

34. HOME PAGE: SEARCH / BROWSE

35. INTEGRATED “DIRECTED SEARCH”

36. DIRECTED SEARCH - FILTER APPLIED

37. PICTURE SEARCH - EXCELLENT FOR GLOBAL USE

38. TRANSITION FROM PICTURE SEARCH TO BROWSE

39. 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

40. 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

Design Patterns For Navigating

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Design Patterns For Navigating