Data-driven design decisions for discovery interfaces

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Virginia Commonwealth University VCU Scholars Compass VCU Libraries Faculty and Staff Presentations VCU Libraries 2012 Data-driven design decisions for discovery interfaces Erin White Virginia Commonwealth University, erwhite@vcu.edu Follow this and additional works at: http://scholarscompass.vcu.edu/libraries_present Part of the Library and Information Science Commons Downloaded from http://scholarscompass.vcu.edu/libraries_present/7 This Presentation is brought to you for free and open access by the VCU Libraries at VCU Scholars Compass. It has been accepted for inclusion in VCU Libraries Faculty and Staff Presentations by an authorized administrator of VCU Scholars Compass. For more information, please contact libcompass@vcu.edu.

Data-driven design decisions for discovery interfaces Erin White @erinrwhite LITA Forum 2012 Columbus, OH

Not a panel. Not talking about user testing. s a h n o i s s e s. The e l t t i l a d e g n a ch Only talking about thirdparty discovery solutions. dog-shaming.com

University of Virginia Joe Gilbert has done some great work on discovery interface assessment at UVa. He couldn't join us today but is happy to answer any questions: joe.gilbert@gmail.com @joegilbert

What we will talk about today Heatmapping User feedback Query logging Access to collections

Before

Lit review/environmental scan Rector, S., Ghaphery, J., and McNulty, T. "Location, location, location: A transaction comparison of catalog searches originating from the library homepage and Aleph." ELUNA 2009. [link] Rector, S. NCSU report on search box usability. 2010. [link] UVA Library UX. Reports on Catalog usability. 2011. [link] Lown, C. "How users search the library from a single search box." CRL News 2012. [link] White, E., and McNulty, T. Making Waves: Library IT as Disruptive Force. 2011. [link]

Lit review/environmental scan default search option is used most known search models phrases, not boolean relevance is key results expected in first page (or two)

Our silos are showing

After

1. Heatmapping Goals: Get a feel for user behavior on existing search box Find potential pain points See how people use search results pages

Heatmapping CrazyEgg.com $9-$99 per month Used at VCU to redesign key pages, win bets, etc. Javascript inserted in footer of page you want to track Other options: ClickTale, ClickDensity, ClickHeat...

Heatmaps of homepage Before Primo Primo "Beta" tab Primo "Beta" tab with callout (thanks Ian Chan, LITA 2011) Single search box Heatmaps of search results...before and after Primo became the default on the homepage. Tour the heatmaps

Homepage changes Added callout note on tabbed search box Saw that links within box were used heavily Saw that website search was unused Opted for single search option

Homepage changes

Search results changes Elevated facets for material type and date Changes to advanced search fields to reflect popular facets

2. Feedback form Joe Gilbert's disclaimer: Surveys are overused and are only helpful if you feel out of touch with users and don't have a good sense of their needs and priorities.

Feedback form http://search.library.vcu.edu/primo_library/libweb/action/search.do?dscnt=0&scp.scps=scope%3a%28vcu_contentdm%29%2cscope% 3A%28VCU_ALEPH%29%2Cprimo_central_multiple_fe&frbg=&tab=default_tab&dstmp=1349277511822&srt=rank&ct=search&mode=

User feedback* on search results Status Respondents Average rating Faculty 77 2.4 (n=15) Undergrad 30 3.35 (n=16) Staff 19 4.4 (n=5) Grad 16 2 (n=6) Other 2 5 (n=1) Total 144 3 (n=43) * This includes library staff feedback.

User feedback - Undergrads "I love the new search engine! Everything is so well laid out and simple. I can see everything I need. The ability to see and refine the results I get is so helpful too. I can do research a lot easier. I wish we had this earlier! :) " "Quick search gave me nothing about my topic or anything close." "the interface is really really ugly" "AWESOME!!!"

User feedback - Faculty and grads "I love this! Wish we had it now. I have been searching for resources on a particular topic over the past couple of days - with little luck. I found a few good leads this morning in a matter of a half hour with this tool. Thanks." "This new search function is much, much worse than the old one. This is not because I'm always against new website designs like a lot of people are. It's that it leads to irrelevant entries, and it lacks useful tools that the older one had.... PLEASE bring back the search function(s) that immediately predated this one. "

Feedback

Changes made from user feedback Many bugs reported and fixed in subsequent patches Some bugs we could address without Ex Libris Turned off FRBRization Boosted results from our institution to help with known-item searches Fixed "Books and Media" facet

3. Postmortem query analysis Wednesday, April 18, 2012 PHP script for homepage search box recorded query, which campus the user was on, and timestamp. Only caught searches coming in from the homepage, not searches once within Primo.

Query analysis results 2179 searches from search box Average length: 30 characters 4 words 14.2% one-word queries 8.9% 10+ words and appeared to be C+P'd 1.6% contained Boolean operators

Takeaways from query results Longer queries Usually known-item searching Expectation of exact title match Short queries Exploratory search (sometimes) Expectation of relevance "Just like Google but for the library." Relevance and title matching are key.

Next steps "Best bets" from library website a la NCSU Incremental improvements to interfaces Lobbying our vendor to improve relevance and overall UX

Changing our own interfaces What web interface model are we trying to emulate? Need to loosen our grip on web interfaces and adapt Changing rapidly vs. losing users forever We can learn from e-commerce, Google A/B testing Iterative interface change

Our vendors' interfaces Need to admit we can't control everything Constraint vs. agility Need to be advocates for our users Improved relevance Improved known-item searching Configurable faceting and advanced search Bug fixes for critical problems Need to have realistic expectations

What we expect favim.com

What we get guv1.com

Parting questions 1. How should libraries balance analytic data with user 2. 3. 4. 5. research and librarian reports of user difficulties? Are libraries too conservative in making frequent changes to UI's? Do we underestimate users ability to adapt? What is libraries' role when using third-party discovery solutions? Should vendors use aggregate analytics to make across-the-board interface changes for all institutions? Can analytics in aggregate work to dumb down interfaces for our most sophisticated users?

Thanks! Erin White @erinrwhite erwhite@vcu.edu www.people.vcu.edu/~erwhite