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Guided Navigation is a Provocative Idea

Jim Burke

Guided Navigation and search (we will focus on Guided Navigation for this post) is one of those intriguing concepts that is difficult to explain, but easy to understand once you see its use. When I offer the concept as a potential solution to new clients, I find myself thinking back to Psyche 101 (I hated those classes) where two of us sat back-to-back—one of us describing shapes and the other one trying to draw them.

While there are a few players in this space, I will focus on a technology (MDEX Engine) from Cambridge-based Endeca. As one of Endeca's first partners, I continue to evangelize their solution because frankly, it is one of the best in this space. Frequently, I find myself exploring new implementations (www.homedepot.com and www.walmart.com) and discovering even better ways to use it. Having implemented sites with Guided Navigation (and analyzed their success), I continue to be amazed that more sites do not adopt it.

So what exactly is Guided Navigation?

In its most elegant form, it is a way for users to interface with information in a context that allows them to refine it and explore further.  Typical interaction models support a "query and response" form that requires the user to have knowledge of a given topic. Even if the user has some knowledge, they will most likely receive a long list of responses that may or may not provide any value (oh great, another long list of items to choose from).

Guided Navigation offers an "intuitive" interaction model. This approach treats information retrieval as a dialog between users and a site. It actually presents the user with a response and offers several refinement options that the user might not even know existed. The best part is that it always provides the user with valid next steps.

In order to explain Guided Navigation using a practical example, I am going to use a favorite topic of mine—WINE. This was also one of the first example sites built by Endeca and it remains a great learning tool today.

If you think about looking for a bottle of wine on one of your favorite wine sites, how would you begin? You might start by going to the primary navigation and clicking on "wine". Or better yet, you might locate the search box and type in a more exact phrase like "red wine" (probably because they did not have "red wine" in the navigation in the first place). The site will then provide you with a long, list of red wines based on one of any number of ranking systems. Or, if they subscribe to some school of usability, it will be in alphabetical order.

Now you begin to think, "oh great, but I have a limited budget and that bottle of Colgin Cariad Red far exceeds my price range." Not only can the number of bottles in the list far exceed your budget and imagination, but the number of questions you can ask yourself to find your next possible selection of wine to meet your budget is overwhelming.

This is where Guided Navigation begins to excel.

In the navigation scheme (made up of navigators), we can show the user every bottle of red wine as well as a set of related, primary attributes (called "dimensions" by Endeca). These related dimensions (in the form of clickable navigation) might include years, countries, ratings, wineries, price, etc.—all geared towards helping the user refine his/her choice. On top of the related dimensions, the Guided Navigation can dynamically discard invalid attributes.

For instance, if red wine is not made in a particular country, it will not show up in choice to the user. This "pruning" is necessary and will eliminate any "no results" found message. The best part? These navigators and dimensions are derived from the data input by the content managers on your site. There is no need for re-design.

Now, Guided Navigation can organize your next wine choices on several different levels. For example, a wine navigator may group categories into dimensions such as Vineyard, Wine Type, Vintage, etc. The categories within each dimension can be organized in a hierarchy so users have the option of zooming in from an aggregate view (French wines) to a lower view (Bordeaux wines) to the finest grain of detail (Pinot Noir wines). Again, these categories present themselves based on information stored in your database—structured or unstructured.

Most content object models have hundreds of attributes. Guided Navigation shows users only the dimensions that are most relevant for their current results. Data sets might have some dimensions that are available at all times because they are shared by every item. Other dimensions are only shared by a subset of the items and won’t appear until a user sees just that group.

I hope this explanation offered some sense of Guided Navigation.

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Comments

Jim, thanks for the evangelism and for the outstanding explanation of Guided Navigation. If anyone is interested in a more visual presentation of this material, I encourage you to check out
this post at The Noisy Channel: http://thenoisychannel.blogspot.com/2008/05/guided-summarization.html"

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