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UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenros e #igelu15

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Page 1: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

UX at Imperial Library a case study of qualitative approaches to Primo usability studiesKarine LaroseSystems Librarian

@karinenrose #igelu15

Page 2: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Slides and notes

These slides: http://bit.ly/karineUX

Page 3: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Background: Library Services

Page 4: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

UX in Libraries

‘User experience design testing’ by Flickr user: Andy Bright.

Page 5: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Why: UX at Imperial

To support our strategic priority of reviewing and improving user experience, we carried out 2 rounds of usability research of Primo.

Page 6: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

How - Primo UX work at Imperial Library

Round 1:

• Primo discount usability testing (Pilot project)

• Student Placement: Sherif Khedry from UCL Qatar

Round 2:

• Primo usability testing – Focus of qualitative/iterative

approach

• Student Placement: George Bray from UCL @NexGenGB

Page 7: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15
Page 8: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

UX round 1 - pilot

• Review the literature

• Usability research

• Central Library

• Interviews

Page 9: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

What did we find?

Library Search meets user expectations

Page 10: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

What did we find?

• Library Search meets expectations

• Discovery happens elsewhere

Page 11: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15
Page 12: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Discovery happens elsewhere

• Google et al.• Library databases• Citations• Lecturers• Friends

Page 13: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

What did we find?

• Library Search meets expectations

• Discovery happens elsewhere• Issues in ‘discovery to

delivery’

Page 14: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Issues in ‘discovery to delivery’

Page 15: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Issues in ‘discovery to delivery’

Where is the book?

Page 16: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Issues in ‘discovery to delivery’

?!

Page 17: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Issues in ‘discovery to delivery’ #2

1.Extra click2.No

emphasis

Page 18: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

What did we find?

• Library Search meets expectations

• Discovery happens elsewhere• Issues in ‘discovery to

delivery’• ‘…& more’

Page 19: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

‘…and more’

Page 20: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Summary Findings

• Single search box

• Improve discoverability

• Primo look and feel

Page 21: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

How: UX round 2 timeline

• April 14: planning

• April 27: UCL placement student

• First week of May: interviews

and data analysis

Page 22: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

How -Planning 2nd Round UX

• Primo UX team

• UX workshops

• Selecting Interviewees

• Interviews at Central and

Chelsea and Westminster

Page 23: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Research Questions – Main Themes

• Purpose, construction, and use of search and resources

• Presentation of information: what matters to the user when selecting the right results?

Page 24: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

How - Research Methodology

• Grounded theory approach

• Qualitative data from

1. Interviews

2. Card Sorting

Page 25: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15
Page 26: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Data – Notes from Interviews

Page 27: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Facet card sorting

Page 28: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Results II: card sorting

‘Books’ sort order

1. Resource Type

2. Topic/Subject

3. Availability

4. Date

5. Author

6. New search on Subject

7. Library

8. New search on Author

‘Articles’ sort order

1. Resource Type

2. Topic/Subject

3. Date

4. Author

5. Availability

6. Collection

7. Language

8. Expand Search

9. New search on Author

Primo Reports Jan-May 15

1. Resource Type

2. Availability

3. Date

4. Library

5. Author

6. Topic/Subject

7. Collection

8. Language

Page 29: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Primo reports facet summary

Primo Reports Jan-May 15

1. Resource Type

2. Availability

3. Date

4. Library

5. Author

6. Topic/Subject

7. Collection

8. Language

Resource Type36%

Availability21%

Date20%

Library11%

Author5%

Subject4%

Collection2%

Language1%

Facet clicks by % of total

Page 30: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Outcomes of ux investigation

• Improve search and browse speed; simplify presentation

Page 31: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Outcomes of ux investigation

• Improve search and browse speed; simplify presentation

• Make Primo typography beautiful

Page 32: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Outcomes of ux investigation

• Improve search and browse speed; simplify presentation

• Make Primo typography beautiful

• Outstanding issues…

Page 33: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Results I: main themes

• Searching should be as fast as possible

Page 34: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Results: main themes

• Searching should be as fast as possible

• Searching should be painless

Page 35: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Results: main themes

• Searching should be as fast as possible

• Searching should be painless

• Information is prioritised in selecting results

Page 36: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Switch over Timeline

• July - Complete work on Primo SB

• 3rd August - Acceptance testing

• 6th August - Switch Over

• 6th August onwards - Working

through Bugs and Issues

Page 37: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

New Primo: Single Search box

Page 38: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

New Primo: Search results

Page 39: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

New Primo: Facets

Page 40: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

New Primo: Terminology

Page 41: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

New Primo – more options

Page 42: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Key Issues after Switchover

• Changes in Scope and Schedule

• Advanced Search

• The A-Z dilemma

• Prioritising search results

• Inconsistent Metadata

Page 43: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

The A-Z dilemma

Page 44: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Find E-journal by Title

Page 45: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Key Issues after Switchover (Cont…)

• Changes in Scope and Schedule

• Advanced Search

• The A-Z dilemma

• Prioritising search results

• Inconsistent Metadata

Page 46: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Lessons learned

• Involve staff early in UX Project

• Opportunity for staff development

• Acceptance testing

• Going live success.

• Be prepare to justify design decisions

• Open Communication

Page 47: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Switch over feedback

Page 48: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Future development

• Quantitative studies

• UX investigation in October

Page 49: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Read these:

• Andrew Preater blog post: “UX for the win”

https://www.preater.com/2015/06/11/ux-for-the-win-at-citymash-open-coding

/

• Ex-Libris research: How Do Users Search and Discover? Christine Stohn

• Pickard, A.J. (2004) Research methods in information. 2nd edn. London:

Facet

• Krug, S. (2006) Don’t make me think! 2nd edn. Berkeley, CA: New Riders

• Charmaz, K. (2014) Constructing grounded theory. 2nd edn. London: Sage

• Glaser, B.G. & Strass, A.L. (1967) The discovery of grounded theory.

Chicago, IL: de Gruyter

Page 50: UX at Imperial Library a case study of qualitative approaches to Primo usability studies Karine Larose Systems Librarian @karinenrose #igelu15

Library and Information Systems Team Andrew Preater @preater

Simon Barron @SimonXIX

Simon Mackenzie

Karine Larose @karinenrose

Email us: [email protected]