Video: Search Analytics in Practice

Search Analytics in Practice from Findwise on Vimeo.

This presentation is about how to use search analytics to improve the search experience. A small investment in time and effort can really improve the search on your intranet or website. You will get practical advice on what metrics to look at and what actions can be taken as a result of the analysis.

Video in swedish “Sökanalys i praktiken”.

The presentation was recorded in Gothenburg on the 4th of May 2012.

The presentation featured in the video:

Search Analytics in Practice

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Enterprise Search Stuffed up with GIS

When I browsed through marketing brochures of GIS (Geographic Information System) vendors I noticed that the message is quite similar to search analytics. It refers in general to integration of various separate sources into analysis based on geo-visualizations. I have recently seen quite nice and powerful combination of enterprise search and GIS technologies and so I would like to describe it a little bit. Let us start from the basic things.

Search result visualization

It is quite obvious to use a map instead of simple list of results to visualize what was returned for an entered query. This technique is frequently used for plenty of online search applications especially in directory services like yellow pages or real estate web sites. The list of things that are required to do this is pretty short:

- geoloalization of items  – it means to assign accurate geo coordinates to location names, addresses, zip codes or whatever expected to be shown in the map; geo localization services are given more less for free by Google or Bing maps.

- backgroud map – this is necessity and also given by Google or Bing; there are also plenty of vendors for more specialized mapping applications

- returned results with geo-coordinates  as metadata – to put them in the map

Normally this kind of basic GIS visualisation delivers basic map operations like zooming, panning, different views and additionally some more data like traffic, parks, shops etc. Results are usually pins [Bing] or drops [Google].

Querying / filtering with the map

The step further of integration between search and GIS would be utilizing the map as a tool for definition of search query. One way is to create area of interest that could be drawn in the map as circle, rectangle or polygon. In simple way it could be just the current window view on the map as the area of query. In such an approach full text query is refined to include only results belonging to area defined.

Apart from map all other query refinement tools should be available as well, like date-time sliders or any kind of navigation and fielded queries.

Simple geo-spatial analysis

Sometimes it is important to sort query results by distance from a reference point in order to see all the nearest Chinese restaurant in the neighborhood.  I would also categorize as simple geo-spatial analysis grouping of search result into a GIS layers like e.g. density heatmap, hot spots using geographical and other information stored in results metadata etc.

Advanced geo-spatial analysis

More advance query definition and refinement would involve geo-spatial computations. Basing on real needs it could be possible for example to refine search results by an area of sight line from a picked reference point or select filtering areas like those inside specific borders of cities, districts, countries etc.

So the idea is to use relevant output from advanced GIS analysis as an input for query refinement. In this way all the power of GIS can be used to get to the unstructured data through a search process.

What kind of applications do you think could get advantage of search stuffed with really advanced GIS? Looking forward to your comments on this post.

Snapshots of a User Experience Course

In April I attended the User Experience (UX) Intensive course in Amsterdam, hosted by experience design firm Adaptive Path.

One thing I found interesting was the variations of participants’ work focus over the product development process. Some specialize in doing user research whereas others, myself included, cover the whole process from high-level strategy to detailed interaction design.

Looking back on the four intensive days, mixing lectures and hands-on exercises, there are some thoughts I would like to share with you, sticking to topics applicable when developing intranet and company public websites.

Nothing exists in isolation

Design a thing by considering it in its next largest context – a chair in a room, a room in a house, a house in an environment, environment in a city plan

Eliel Saarinen – Finnish architect (1873-1950)

This quote came up in the course when covering design strategy. An architect originally stated it, but it can be applied to all design areas, including websites and digital applications.

For instance, lets look at an intranet: it is definitely not used in isolation. It is part of a workflow involving several IT systems and other information channels such as face-to-face meetings. Looking only at Findwise area of expertise: the search function is undeniably an essential part of the website.

Typically, search tries to replicate/mirror the navigational structure of a site. This is reasonable, and good, but surely this relation could go the other way as well – navigation can learn from the dynamics of search and from user search behavior. Navigation and search should be intertwined, rather than being two separate ways of accessing information. Studies show that users are not either searchers or navigators; sometimes users are biased to search and sometimes to click menu items and links. Most of the times users actually combine the two methods when visiting a website. This should be considered when developing a new website – search and the rest of the site should not be developed separately.

Moreover, internal platforms for spreading information and collaboration are typically used in different contexts by different users. An example: The developer use it to up- and download day-to-day work documents whereas the general user mainly view it as a news channel to keep up to date with what is going on in the organization. Yet editors use it to publish information for other employees to access.

In large organizations, applications used by employees are typically owned by different units – units that do not talk to each other. I am convinced that all system owners within an organization have things to learn form each other. After all, they are often serving the same people and might otherwise redo work such as target group analysis. All parts will gain from communicating more across organizational borders.

Why Web Search is Like a Store Clerk

When someone is using the search function on your web site, your web search, it tells you two things. First of all they have a specific need, expressed by their search query. Second, and more importantly he or she wants you to fulfill that need. If users didn’t care where the service was delivered from, they would have gone straight to Google. Hence, the use of your search function signals trust in your capabilities. This means that even if the majority of your website visitors doesn’t use the search function, you know that the ones who do have a commitment to you. Imagine you are working in a store as a clerk; the customer coming up to you and asking you something is probably more interested in doing business with you than the ones just browsing the goods.

This trust however, can easily be turned to frustration and bad will if the web search result is poor and users don’t find what they are looking for. Continuing our analogy with the store, this is much like the experience of looking for a product, wandering around for a few minutes, finally deciding to ask a clerk and getting the answer “If it’s not on the shelf we don’t have it”. I certainly would leave the store and the same applies for a web site. If users fail when browsing and searching, then they will probably leave your site. The consequence is that you might antagonize loyal customers or loose an easy sale. So how do you recognize a bad search function? A good way to start is to look at common search queries and try searching for them yourself. Then start asking a few basic questions such as:

  • Does the sorting of the search results make sense?
  • Is it possible to decide which result is interesting based on the information in the result presentation?
  • Is there any possibility to continue navigating the results if the top hits are not what you are looking for?

Answering these questions yourself will tell you a lot about how your web search is performing. The first step to a good user experience is to know where your challenges are, then you can start making changes to improve the issues you have found in order to make your customers happier. After all, who wants to be the snarky store clerk?

Tagging, Social Networks, Interaction and Findability

Events the past days has got me thinking about the power of social tagging and its connection to findability. Thoughts that commend me to writing my most personal (and perhaps off topic) post yet on this blog. (All thoughts expressed in this post are my own and do not necessarily reflect the opinions of my employer.)

Rumors about the shut down of Delicious have been circling the web. Even though it is still unconfirmed from Yahoo, my Twitter feed has been filled with comments about how to save your bookmarks, export bookmarks to other services, petitions to Yahoo about saving Delicious or making it open source.

Traditionally when talking about user tagging of content the topic is re-finding things. Users tag information on the web or an intranet in order to be able to find their way back to them. However most of the comments that I’ve seen about Delicious being shut down has nothing to do with this. As I see it, users don’t claim to be missing the bookmarks themselves, but the social network, research, collaboration and search capabilities that came with the bookmarking service. Delicious seems to have emerged from a service that helps you bookmark your things for re-finding them to a service that helps you find new things based on the tagging of others. Tagging, or social bookmarking may very well have started as a way of re-finding your information but has grown into a new way of discovering information, in parallel to search. (Maybe that is an explanation to the tweets wishing for Google to buy delicious from Yahoo?)

So, tagging can not only help you re-find your own stuff but also explore new things and spread information. One good example of this is what is currently going on in the swedish Twitterverse. It all started with one journalist’s discussion with her friends about the disbelief towards the women accusing Julian Assange of sexual assault. It quickly turned into so much more; a profound discussion about the fine lines of sexuality, what is OK, what we want and like and how to say no. Using the hash tag #prataomdet swedish twitter users are writing about and discussing their experiences in an effort to change the cultural climate so that people talk about it, start communicating with each other about sexuality. You can easily follow all the tweets real time and read blog posts on the topic at prataomdet.se. Many of the major news sites have now started reporting on this as well after the massive activity on twitter. (For non-swedish speaking readers an effort has also been made to start discussions in English as well at #talkaboutit on twitter.)

The feed in itself is thought provoking and can easily keep you busy for hours. Besides the content and openness of the discussions I find something else amazing. In a matter of hours this one tag joined together users, many of whom have never interacted with each other before, helping them share and find new information about something that was unspoken of earlier. Combining the power of social networks and tagging made this possible.

I usually write very different sorts of blog posts at this blog. This one time I just wanted to revel over the amazing possibilities for interaction that technology offers us today. Then maybe the next step is to think about how to tap into this power of interaction and how findability within the enterprise can benefit from this as well. In the mean time I recommend reading about What social networks reveal about interaction or how Västra Götalands Region are currently working on incorporating user tagging into their metadata.

Bridging the Gap Between People and (Enterprise Search) Technology

Tony Russell-Rose recently wrote about the changing face of search, a post that summed up the discussion about the future of enterprise search that took part at the recent search solutions conference. This is indeed an interesting topic. My colleague Ludvig also touched on this topic in his recent post where he expressed his disappointment in the lack of visionary presentations at this year’s KMWorld conference.

At our last monthly staff meeting we had a visit from Dick Stenmark, associate professor of Informatics at the Department of Applied IT at Gothenburg University. He spoke about his view on the intranets of the future. One of the things he talked about was the big gap in between the user’s vague representation of her information need (e.g. the search query) and the representation of the documents indexed by the intranet enterprise search engine. If a user has a hard time defining what it is she is looking for it will of course be very hard for the search engine to interpret the query and deliver relevant results. What is needed, according to Dick Stenmark, is a way to bridge the gap between technology (the search engine) and people (the users of the search engine).

As I see it there are two ways you can bridge this gap:

  1. Help users become better searchers
  2. Customize search solutions to fit the needs of different user groups

Helping users become better searchers

I have mentioned this topic in one of my earlier posts. Users are not good at describing which information they are seeking, so it is important that we make sure the search solutions help them do so. Already existing functionalities, such as query completion and related searches, can help users create and use better queries.

Query completion often includes common search terms, but what if we did combine them with the search terms we would have wanted them to search for? This requires that you learn something about your users and their information needs. If you do take the time to learn about this it is possible to create suggestions that will help the user not only spell correctly, but also to create a more specific query. Some search solutions (such as homedepot.com) also uses a sort of query disambiguation, where the user’s search returns not only results, but a list of matching categories (where the user is asked to choose which category of products her search term belongs). This helps the search engine return not only the correct set of results, but also display the most relevant set of facets for that product category. Likewise, Google displays a list of related searches at the bottom of the search results list.

These are some examples of functionalities that can help users become better searchers. If you want to learn some more have a look at Dan Russells presentation linked from my previous post.

Customize search solutions to fit the needs of different user groups

One of the things Dick Stenmark talked about in his presentation for us at Findwise was how different users’ behavior is when it comes to searching for information. Users both have different information needs and also different ways of searching for information. However, when it comes to designing the experience of finding information most companies still try to achieve a one size fits all solution. A public website can maybe get by supporting 90% of its visitors but an intranet that only supports part of the employees is a failure. Still very few companies work with personalizing the search applications for their different user groups. (Some don’t even seem to care that they have different user groups and therefore treat all their users as one and the same.) The search engine needs to know and care more about its’ users in order to deliver better results and a better search experience as a whole. For search to be really useful personalization in some form is a must, and I think and hope we will see more of this in the future.

Better Search Engines and Information Practices in Digital Workplaces

During this year I have worked on a research project that aims to facilitate the development and implementation of an enterprise search engine. By understanding the use and value of information at the digital workplaces, we hope to create even better preconditions for optimizing a search engine to the requirements of a specific organization.

We use a work-task based research approach where we study information practices – that is, the normalized ways we use to recognize information needs, look for information, and how it is valued and used. By studying such practices in real-life work tasks, we can outline the role that a search engine plays in relation to other work tasks as well as to other ways of finding information. In short, being engaged in a creativity-oriented work task initiates different types of information practices compared to the practices we use in everyday, routine-based work tasks …

The creativity-oriented work tasks involve a dimension of innovation, and concepts such as learning and development are often used to describe these activities. Uncertainty is something that is associated with curiosity and may be seen as a driving force behind information seeking. Information that is rich in nuances and that offers different, even contradictory explanations or descriptions is usually appreciated, and the task outcome is only vaguely discerned at first. Routine-oriented tasks, on the other hand, are focused on increasing effectiveness and reducing uncertainty as quickly as possible in the task outcome, which itself may be sketched out relatively clearly from the beginning. Information seeking is often directed to readily available facts. All this means that a search engine must support a variety of information practices at any given workplace!

The “we” in this project is myself together with a Findwise colleague Henrik Strindberg. The project is financially supported by the Swedish Foundation for Strategic Research, and while I am not working with the present project I am employed by the University of Borås.

Just now I am finalizing a presentation of the project for the ICKM conference in Pittsburgh, PA, USA, next week. The presentation is entitled “Interrelated use and value of information sources”, and will be available through the conference proceedings in due time.

Very exciting … and while there I will also attend the board meetings of the ASIS&T’s Board of Directors as a newly appointed Director-at-Large. Very exciting, too!

The 73rd Annual Meeting of ASIS&T focuses on “Navigation Streams in an Information Ecosystem”.

Why is Search Easy and Hard?

Last year my colleague Lina and I went to the Workshop on Human Computer Interaction and Information Retrieval (HCIR) in Washington DC. This year we did not have the possibility to attend but since all the material is available online I took part remotely any way. I wanted to share with you what I found most interesting this year. (Daniel Tunkelang who was one of the organizers also posted a good overview of the event on his blog.)

This years keynote speaker was Dan Russell, a researcher from Google. He talked about Search Quality and user happiness; Why search is easy and hard. The point I found most interesting in his presentation was how improvement is not only needed when it comes to tools and data but also improving the users’ search skills. My own experience from various search projects is similar; users are not good at searching. Even though they are looking for a specific version of a technical documentation for a specific product they might just enter the name of the product, or even the product family. (It’s a bit like searching for ‘camera’ when you expect to find support documentation on your Dioptric lens for you Canon EOS 60D.) So I agree that users need better search skills. In his presentation Russell also presented some ideas on how a search application can help users improve their search skills.

Search is both easy and hard. Perhaps this is one of the reasons for the introduction of the HCIR Challenge as a new part of the workshop . From the HCIR website:

The aims of the challenge are to encourage researchers and practitioners to build and demonstrate information access systems satisfying at least one of the following:

  • Not only deliver relevant documents, but provide facilities for making meaning with those documents.
  • Increase user responsibility as well as control; that is, the systems require and reward human effort.
  • Offer the flexibility to adapt to user knowledge / sophistication / information need.
  • Are engaging and fun to use.

The winner of the challenge was a team of researchers from Yahoo Labs who presented Searching Through Time in the New York Times. The Time Explorer features a results page with an interactive time line that illustrates how the volume of articles (results) have changed over time. I recommend that you read the article in tech review to learn more about the project, or try out the Time explorer demo yourself. You can also learn more about the challenge in this blog post by Gene Golovchinsky.

All the papers and posters from the workshop can be found on the new website.

Combining Search and Browse – Integrated Faceted Breadcrumbs

Finding information can be tricky and as I have written about in one of my previous posts improving findability is not about providing a single entrypoint to information. Users have different ways of finding information (browsing, searching and asking). They often combine these techniques with each other (berrypicking) and so they all need to be supported. Peter Morville states that.

“Browse and Search work best in tandem… the best finding interfaces achieve a balance, letting users move fluidly between browsing and searching.”

A lot of sites are improving their search experience through the implementation of faceted search. However, very few successfully integrate faceted search and browsing on their site. Searching and browsing are treated as two separate flows of interaction instead of trying to combine them which would provide the users with a much better experience.

That is why I was glad to learn about an idea from Greg Nudelman which he presented in his session at the IASummit which I attended last week. In his session Greg introduced his idea about Integrated Faceted Breadcrumb. According to him breadcrumbs are intuitive, flexible and resourceful and they are design elements that don’t cause problems but simply work. To test his idea he conducted usability tests on a prototype using the Integrated Faceted Breadcrumb. According to his evaluation the integrated faceted breadcrumb has a lot of advantages over other faceted solutions:

  1. Combine hierarchical Location & Attribute breadcrumbs
  2. Use Change instead of Set-Remove-Set
  3. Automatically retain relevant query information
  4. Label breadcrumb aspects
  5. Make it clear how to start a new search
  6. Allow direct keyword manipulation.

I find this idea interesting and I am currently thinking about whether it could be applied into one of my own projects. (According to Greg it has not been implemented anywhere yet even though the findings from the usability testing were positive.) However I wonder if this is a concept that works well only for sites with relatively homogeneous content or if it would also work on larger collections of sites such as intranets? Can it be used in an intuitive way with a large number of facets and can it cope with the use of more complex filtering functionalities? For some sites it might not be the best idea to keep the search settings when the user changes search terms. These are some things I would like to find out. What do you think about this? Could you apply it to your site(s)? I recommend that you have a look at Greg Nudelman’s presentation on slideshare and find out for yourself. You can also find an article about the Integrated Faceted Breadcrumb on Boxes and Arrows. I look forward to a discussion about whether this is any good so write me a comment here at the findability blog or find me on twitter.

Query Suggestions Help Users Get Unstuck

Several papers at the HCIR09 workshop touched on the topic of query suggestions. Chirag Shah and Gary Marchionini presented a poster about query reuse in exploratory search tasks and Diane Kelly presented results from two different studies that examined people’s use of query suggestions and how usage varied depending on topic difficulty. (Their papers are available for download as part of the proceedings from the workshop.)

According to Shah and Marchionini users often search for the same things. They reuse their previous queries e.g. search for the same things multiple times. Users use their previous searches to refind information and also to expand or further filter their previous searches by adding one or more keywords. There is also a significant overlap between what different users search for suggesting that users have a tendency to express their information needs in similar ways. These results support the idea that query suggestions can be used to help users formulate their query.  Yahoo and YouTube  are two of the systems that uses this technique, where users get suggestions of queries and how they can add more words to their query based on what other users have searched for.

Diane Kelly concludes that users use query suggestion both by typing in the same thing as shown in the suggestion and by clicking on it. Users also tend to use more query suggestions when searching for difficult topics. Query suggestions help users get “unstuck” when they are searching for information.  It is however hard to know whether query suggestions actually return better results. The users expectation and preferences do have an effect on user satisfaction as well. User generated query suggestions are also found to be better than query suggestions generated by the search system. So the mere expectation that the query suggestions will help a user could have an positive effect on his or hers experience…

Query suggestions are meant to help the users formulate a good query that will provide them with relevant results. Query suggestions can also work as with yahoo search where query suggestions both suggest more words to add to the query but also provides the users with suggestions for other related concepts to search for. So searching for Britney Spears will for example suggest the related search for Kevin Federline (even though they are now divorced) and searching for enterprise search will suggest concepts such as relevance, information management and off course the names of the different search vendors.

If you apply this to the enterprise search setting the query suggestion could provide the user with several different kinds of help. Combining the user’s previous searches with things other users searched for but also providing suggestions for recommended queries or concepts. The concepts will be high quality information and suggestions controlled by the team managing the search application. It is a way of combining quick links or best bets with query suggestions and a way to hopefully improve the experienced value of the query suggestions. The next step then is to work with these common queries that users search for and make sure that they return relevant results, but that is an entirely different topic…