Faceted search and filters
Search and filter patterns encompass various techniques that allow users to find and narrow down information within an application. These patterns include faceted search, global search, contextual search, and the use of keyboard shortcuts to enhance search efficiency.
Benefits and Use Cases
Simplifies complex information retrieval. Users can combine multiple search methods to find exactly what they're looking for.
Example
In Cluster, combine global search with faceted filters to allow users to search across all content and then refine by type, tags, date range, and team member.
Supports contextual exploration. Contextual search helps users find relevant information within their current view or section.
Example
Implement a contextual search within Cluster's content editor, allowing users to quickly find and reference other content pieces within the same project.
Enhances productivity with keyboard shortcuts. Power users can quickly access search functionality without reaching for the mouse.
Example
In Cluster, use the keyboard shortcut "Ctrl + /" to focus on the global search bar from anywhere in the application.
Provides flexible search strategies. Different search patterns accommodate various user preferences and search behaviors.
Example
Allow Cluster users to initiate searches using global search, then refine results using faceted filters, and further explore using contextual search within specific content areas.
Psychological Principles Supported
Progressive Disclosure. Faceted search and contextual search reveal information complexity gradually, reducing cognitive load.
Example
In Cluster's analytics dashboard, use faceted filters to progressively reveal more detailed data breakdowns as users apply filters.
Recognition over Recall. Global search with autocomplete suggestions helps users recognize relevant search terms without having to recall them exactly.
Example
Implement intelligent autocomplete in Cluster's global search, suggesting content titles, tags, and team members as the user types.
Flexibility-Usability Tradeoff. Providing multiple search patterns (global, contextual, faceted) with keyboard shortcuts caters to both novice and expert users.
Example
In Cluster, offer a simple search bar for novice users, while providing advanced search syntax and keyboard shortcuts for power users.
Global Search Guidelines
Place the global search bar prominently, typically in the top navigation
Ensure the search bar is easily distinguishable and always accessible
Provide a clear indication of what content types are included in global search
Contextual Search Guidelines
Clearly indicate when a search is contextual to a specific area or content type
Provide an easy way to expand a contextual search to a global search if needed
Use consistent visual language to differentiate contextual search from global search
Faceted Search and Filters Guidelines
Choose facets that are relevant and valuable to your users
Allow users to easily add, remove, and adjust filters
Show the number of results for each facet value
Provide a way to reset all filters quickly
Keyboard Shortcuts Guidelines
Use intuitive shortcuts, such as "Ctrl + F" for in-page search
Provide a keyboard shortcut cheat sheet or quick reference guide
Allow users to customize keyboard shortcuts for personalized efficiency
Ensure keyboard shortcuts are discoverable through UI cues or onboarding
Implementation Guidelines
DON'T
Overwhelm the interface with too many search options at once
Neglect to provide clear feedback on the current search context
Use ambiguous or hard-to-remember keyboard shortcuts
Forget to optimize search performance for large datasets
Ignore the importance of relevant and accurate search results
DO
Implement a prominent, easily accessible global search
Provide clear visual cues for contextual search within specific areas
Use consistent keyboard shortcuts across the application
Offer autocomplete and search suggestions for faster query input
Allow users to save and reuse complex search queries