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Faceted Search: An Overview

 1 year ago
source link: https://www.algolia.com/blog/ux/faceted-search-an-overview/
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What is faceted search?

Facets, also called smart filters, are a type of search filter that customers use to narrow down their search results quickly. Facets can be static (set up for every query) or dynamic (they can change depending on the context of the search query). 

For example, “brands” might show up for all searches, but a search for “computers” and “shoe” would return very different facets: shoes might contain a gender result set (men’s or women’s) and computers might have a facet category for”memory” or  “Cell Phones.”

facets overview

Facets can change depending on the context of the search query.

Facets have the ability to impact your overall site conversion rate and can make a big impression on customer perception and end user experience.

In this article, we’ll walk you through when to use a filter or a facet for site search, the types of facets you can create, and some faceted navigation best practices.

When do you use facets, filters, and sorting?

Filters and search facets narrow down to relevant results. Sorting helps visitors reorganize results in ascending or descending order.

facets, filters, and sorting

An example of static and dynamic filters.

Filters are commonly used to narrow down results based on broadly defined categories. Unlike facets, filters do not change between searches. In clothing stores, for example, the main navigation often includes filters for gender or broad categories like “Clothing, Accessories, Shoes”. Once selected, these filters are applied in the background for subsequent searches, ensuring only results for the selected gender.

‍What types of search facets are possible?

pricing facet

You can create a facet from almost any attribute on your site. Some of the more popular facets can include:

  • Category
  • Color
  • Price range
  • Rating

Let’s look at a few and how they might be formatted.

Category

category facets

Categories can be just about anything. Facet values can often be generated using a site’s URL structure. For example, your site may have a URL structure and category hierarchy such as:

  • Index > clothing > dresses
  • Index > clothing > shoes
  • Index > jewelry > necklaces > lockets
  • Index > jewelry > bracelets > charms

Color

color facets

This list of facets not only allows you to filter by color, but also previews the number of results.Filtering by color is really useful on retail sites for helping customers narrow results by color-preference. Facets can be created if you store color metadata (attributes) in your search index.

If you don’t have the color data readily available, it can be created for you! We’ve used the Google Vision API to automatically extract color and other metadata from images as they’re being indexed, which can then be used to design search filters and facets. Now, anytime new products are added to the site, the API will automatically extract the color data for use in filters.

Other facet types

other facet types

Product shape?!? There’s really no limit to the kinds of facets you can add to your site.

Age, rating, size, shape… there’s really no limits to the types of different facets you can add to a site. Keep in mind that facets can also take a lot of forms — as checkboxes, tabs, sliders, tag clouds, and more.

What are best practices for faceted search?

best practices facets

Here’s an example of category filters (along the top) and using tags (along the right side) to filter results.

Search facets can greatly improve site usability and customer experience. There are a few design tips worth noting that can improve, or hurt, facet design.

Design for your customers

The best rule of thumb is to always design for your customers. It applies to facets, too. Not just the visuals, but the whole experience.

  • Facet naming: You can create facets to filter by brand, category, gender, etc., but you can name them whatever you want. Is your audience and your brand more edgy or sophisticated? “Brand” could be named “Make” or “Category” could be called “Genre” — it depends on how you want to position it for customers.
  • Number of facets: Too many facets could be overwhelming to buyers; too few might be frustrating. Find the balance that perfectly matches audience needs with your collections.
ebay facet design

Despite the trend to put different facets above results, two of the world’s largest online marketplaces, Amazon and eBay, have (mostly) kept facets along the left side of the page.

  • Top or side: Putting facets along the left hand side of your search results is standard. Putting them above search results is trendy. It’s up to you, of course, but it is worth spending time looking at the sites you enjoy visiting or shopping on to see what you like or dislike about the experience.
  • Top results: Another thing to keep in mind, too, is that the facets at the top of the list will get the most attention. According to research from the Nielson Norman Group, “As a good rule of thumb, consider placing the most general, high-level filter categories at the top of the list, and the more specific ones towards the bottom.”
  • Measure results: Are your filters and facets being used? Search and conversion metrics, heat maps, and clickstream data can help you to measure and optimize search facets.

Mobile vs desktop design

Desktop and mobile facet design and behavior should differ. On the desktop, results can instantly refresh as users select different filters. However, the smaller screen size and often lower bandwidth available to mobile users makes instant search impractical, not to mention frustrating.

The appearance and behavior of a website’s facets on mobile and desktop should differ. When users choose different filters on the desktop, results may immediately update. Because of the smaller screen size and frequently lower bandwidth, instant search is difficult — not to mention aggravating — on mobile.

mobile facets

For mobile users, it’s a better user experience to allow them to batch up facet selections before submitting and refreshing search results.

Breadcrumbs

breadcrumb facets

After winnowing down results with facets, searchers may want to start over or try different selections. Having some kind of breadcrumb trail and/or reset feature is a smart user interface element to include.

Truncating and searching within facets

Sometimes there are too many filtering options within a facet to display them all. You may need to truncate the list as shown below. Clearly there are more brands to choose from, but they’re hidden until “See More” is clicked.

truncating facets

Note that the subset selections are not in alphabetical order. This interface orders brands based on popularity — a smart user-centric and revenue-centric decision.

Another popular way to achieve a similar result is to offer search within a filter or facet. A search box within the facet, as shown in the example below, would be configured to search for brands within the result subset of “running shoes.”

search in facets

It’s a search within a search! Catch.com.au includes a Brand search feature in the filter area to help visitors narrow results.

Should your site use filters and faceted search?

Filters and facets are particularly useful tools for websites that have large collections of content that would otherwise be difficult to explore one piece at a time. Many news websites, for example, have thousands of articles, blogs, images, and reviews that would take a significant amount of time to scan through. Similarly, many ecommerce and media sites have lots of content that filters and faceted search can help users navigate through. Facets are also useful for catalogs with products or content that have multiple specifications, e.g., B2B product catalogs.

As facets allow for more complex and granular refinement of search, they should be used when more broad-based filtering is not sufficient to quickly help users find the content they’re looking for. And, in the post-search experience, dynamic faceting are mandatory to quickly help users refine results.

For instance, if your website only offers a few dozen pages of content, a few broad filters may be sufficient. However, if your catalog spans many filters and boasts hundreds or thousands of pages, facets will help your users greatly. Users need ways to search multiple dimensions at the same time to ensure they can easily find products, contents, and services and not get frustrated with the search process.

Additional reading

Facets and filters are one of the most important features of any search and discovery platform and can greatly impact your conversion rate. They can make the difference between a good and bad search experience.

In order for the search and discovery experience to work, search needs to be seamless and intuitive. That’s what facets are for. Find out just how easy it is to set up faceted search with Algolia. Sign up for a free 14-day trial or schedule a time to speak with one of our search engine experts.


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