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Value
of Academic Libraries
ALA | 25 June 2017
Academic Library Impact:
Improving Practice and Essential Areas to Research
Lynn Silipigni Connaway, Senior Research Scientist & Director of User Research, OCLC
William Harvey, Consulting Engineer, OCLC
Vanessa Kitzie, Assistant Professor, University of South Carolina
Stephanie Mikitish, Librarian, Rutgers University
Value
of Academic Libraries
INTRODUCTION
Value
of Academic Libraries
The Value of Academic
Libraries
• ACRL Goal-area committee
– Part of Plan for Excellence
• Goal: Academic libraries
demonstrate alignment with &
impact on institutional
outcomes
– Promote impact & value of
libraries to higher ed. community
Value
of Academic Libraries
Selected Presentations
• Library Assessment
Conference (Nov 2016)
– Results of literature review
• ALA Midwinter (Jan 2017)
– Results of librarian and provosts
interviews
• ACRL (March 2017)
– Priority areas and preliminary
research questions
– Visualization tool
Value
of Academic Libraries
Agenda
• Priority areas
– Effective practices from
literature and interviews
– Research questions
– Exemplar studies for
content and research
design
• Visualization tool
• Final steps
Value
of Academic Libraries
Priority Areas
1. Communication
2. Mission strategy & alignment
3. Learning analytics
4. Student success
5. Teaching & learning
6. Collaboration
Value
of Academic Libraries
PRIORITY AREAS:
EFFECTIVE PRACTICES
Value
of Academic Libraries
Communicate the Library’s Contributions
Host town halls that address the
role of libraries (PP04) and work
to dismantle “pigeonholed”
perceptions
Emphasize the library’s ability to
have “impacts beyond borders”
(PP01) when making funding
requests
Give provosts a “different style of
data” (PP11)
Value
of Academic Libraries
Match Library Assessment to Institution’s Mission
Be open to adopting less traditional
roles, such as creating 3 minute
research video competitions
(LM03 and PP03)
Be aware of student demographics,
and accommodate students with
low SES to demonstrate the
importance of the “university as a
gateway to a better life” (PP08)
Value
of Academic Libraries
Include Library Data in Institutional Data Collection
Consider collecting holistic student
data before and after graduation
(PP03, PP11)
Refer to data collected by independent,
for-profit institutions (PP14) for
suggestions
Engage senior leadership in dialogue
about the institution’s data
environment (LM13)
Value
of Academic Libraries
Quantify the Library’s Impact on Student Success
Measure, collect, analyze and report
data collected from multiple
systems within the academic
institution and statistically analyzed
to predict student success.
Select student success indicators that
consider the diverse experiences of
students.
Value
of Academic Libraries
Enhance Teaching and Learning
Collaborate across departments to
leverage library services, spaces,
collections, and expertise to assist
students, perhaps in first-year
experience programs (LM06, PP08)
Keep abreast of higher education
trends, such as fostering the critical
competency skills (PP03, PP10)
needed to be “informed citizens”
(PP06, PP14)
Value
of Academic Libraries
Collaborate with Educational Stakeholders
Provide library space and expertise to
support activities such as
interdisciplinary work (PP03, PP08)
or career counseling (PP05)
Partner with institutions outside the
university or college, such as
government and commercial
institutions or community groups
(PP13)
Value
of Academic Libraries
PRIORITY AREAS:
RESEARCH QUESTIONS
Value
of Academic Libraries
• How are other units effectively
communicating with stakeholders?
• What factors influence librarian
communication between academic library
users and potential users?
• How can library administrators and staff
leverage social media to effectively
increase student engagement?
Research Questions:
Communication
Value
of Academic Libraries
• How do libraries fit into the broader array
of institutional resources and programs
(e.g., writing centers, tutoring)?
• How are budget constraints affecting the
support by library administrators and staff
of the institution’s mission and specific
goals related to student learning and
success outcomes?
Research Questions:
Mission strategy &
alignment
Value
of Academic Libraries
• How are other stakeholders in
higher education using
analytics to affect the areas of
teaching and learning and
student success, and how can
library administrators and staff
contribute to these efforts?
• Will library administrators and
staff need to begin collecting
different and additional data?
Research Questions:
Learning analytics
Value
of Academic Libraries
• How do library resources and programs
(i.e., courses, events, etc.) impact
indicators of student success?
• What are the effects of library instruction
on success outcomes for diverse student
populations, (e.g., military students, non-
US students, English language learners,
non-residential students, online-only
students, etc.)?
Research Questions:
Student Success
Value
of Academic Libraries
• What are the most common difficulties
faced by library administrators and
staff in measuring teaching and
learning outcomes?
• Where do students go to discover
information (e.g., answers to
questions, resources for their needs)?
If this is not library websites or online
catalogs, library discovery systems be
integrated into academic users’
workflows?
Research Questions:
Teaching & Learning
Value
of Academic Libraries
• How can library administrators and
staff collaborate with staff and faculty
members from other academic
institutions to increase student
learning and success?
• What types of collaboration are the
most effective in facilitating student
learning and success outcomes?
Research Questions:
Collaborate
Value
of Academic Libraries
PRIORITY AREAS:
RESEARCH DESIGN
Value
of Academic Libraries
Preliminary work
• Context
– Audience
– Prior knowledge,
experience, & bias
– Environment
• Topic/problem
– Past work
– Gaps in research
Value
of Academic Libraries
Planning the study
• Design
– Qual/quant elements
– Triangulation
– Clear explanation
Value
of Academic Libraries
Data
• Sampling
– Who
– Recruitment
– Gatekeepers
• Collection
– Triangulation
– Rationale
– Relevant & critical
Value
of Academic Libraries
Data – ctd.
• Analysis
– Answer RQs
• Modification
– Appropriateness
– Necessary standard
Value
of Academic Libraries
Write-up
• Discussion
– Clear, relevant
findings
– Reiterate & frame
– Compare to past
work
• Future work
– Limitations
– Implications
Value
of Academic Libraries
Write-up – ctd.
• Reporting
– Non-LIS venues
– Clarity
– Relevance
Value
of Academic Libraries
VISUALIZATION COMPONENT
Value
of Academic Libraries
Overview
• Quick Recap of
Visualization
Component
• About Usability Testing
• How We Did It
• What We Learned
• New Features
Value
of Academic Libraries
Visualization Component
• Literature Search Tool
– “Zappos for scholarly articles”
– Navigate document database
– Build/save/distribute/curate
reference lists
• Charts and Graphs Tool
– “Tableau for scholarly articles”
– Generate graphics to share
with stakeholders
Value
of Academic Libraries
Value
of Academic Libraries
Value
of Academic Libraries
Value
of Academic Libraries
Value
of Academic Libraries
Value
of Academic Libraries
What Is Usability Testing?
“Ethnography is the social equivalent of usability
testing. Where usability is about how people directly interact
with a technology in the more traditional sense, ethnography
is about how people interact with each other. As UX
designers, we’re primarily concerned with how we can use
such research to solve a problem through the introduction or
revision of technology.”
-- Nathanael Boehm
Value
of Academic Libraries
Usability Testing Reveals Expectations
• A product owner has one set of
expectations
• A software dev team has another set
• N users experiencing the software for the
first time have N sets
• M experienced users have another M sets
• The software itself has another set
Value
of Academic Libraries
Usability Testing Reveals Expectations
• A product owner has one set of
expectations
• A software dev team has another set
• N users experiencing the software for the
first time have N sets
• M experienced users have another M sets
• The software itself has another set
Value
of Academic Libraries
User Expectations
• Impedance mismatch
– What {users, X} want
– What {users, X} think they
need
– What users really need
– What can be delivered
• Minimize frustration (“It just
works!”) = maximize usability
Value
of Academic Libraries
Usability Testing Is Amazing
• The OCLC Usability Lab is a
fantastic resource
• Ethnography is valuable
• Usability Testing is valuable
Value
of Academic Libraries
How Many Users to Study?
Value
of Academic Libraries
Usability Study Participants
Gender Institution Participant Type Experience with AiA website
F Kent State
Library and Information
Science (student)
None
F
Adams County
Public Library
System
Library and Information
Science Researcher
None
F
California State
University
Dominguez Hills
Practicing Academic Librarian None
F
University of
Dallas
Academic Library
Administrator
Has used a few times
F
University of
Tennessee at
Chattanooga
Practicing Academic Librarian Never
M
Wayne State
University
Library and Information
Science Researcher
Never
Value
of Academic Libraries
Usability Tasks
1. Literature search task
only requiring facets
2. Literature search task
only requiring keywords
3. Literature search
combining (1) and (3).
4. Generate a graph
involving aggregation.
Value
of Academic Libraries
USABILITY STUDY FINDINGS
Value
of Academic Libraries
Literature Search Tasks
• Locating facets was a challenge
– Allow users to search through facets
• Users unsure of what is in the database
– Provide search-as-you-type to close the
loop
• Users want seamless Boolean/keyword
search
– Augment interface so both can coexist
Value
of Academic Libraries
Value
of Academic Libraries
Value
of Academic Libraries
Value
of Academic Libraries
Value
of Academic Libraries
Charts and Graphs Tool
• Naming things and
terminology is very
important
Value
of Academic Libraries
Charts and Graphs Tool
• All users requested some help
materials/videos
– We are working on them
• Some users just are not familiar with
creating charts
– Perhaps training materials + practice
will help
• Familiarity is important
– Give users an escape hatch to Excel
Value
of Academic Libraries
ALA Login
Value
of Academic Libraries
Novel Features Added
• Sandboxed user uploads
– Log in with ALA account
– Upload new articles (visible only to user)
– Annotate articles, add new annotations
– Save data
• Broad redesign/reflow of Charts and Graphs
tool
Value
of Academic Libraries
Conclusion
• Usability Testing optimizes for
the right benchmark: Usability
• Software in the life of the user
Value
of Academic Libraries
FINAL REPORT & RELEASE OF
VISUALIZATION COMPONENT:
SEPTEMBER 2017
Value
of Academic Libraries
Thank you to the following people for their contributions to this project:
Erin M. Hood, OCLC; Brittany Brannon, OCLC; Marie L. Radford, Rutgers
University; ACRL Board; ACRL VAL Committee; Advisory Group Members
Value
of Academic Libraries
References
Association of College and Research Libraries. Forthcoming. Academic Library Impact: Improving
Practice and Essential Areas to Research. Researched by Lynn Silipigni Connaway, William Harvey,
Vanessa Kitzie, and Stephanie Mikitish. Chicago: Association of College and Research Libraries.
Association of College and Research Libraries. 2010. Value of Academic Libraries: A Comprehensive
Research Review and Report. Researched by Megan Oakleaf. Chicago: Association of College and
Research Libraries. http://www.ala.org/acrl/sites/ala.org.acrl/files/content/issues/value/val_report.pdf.
Bloom, Nathanael. 2010. “Ethnography in UX.” UX Matters, June 21.
http://www.uxmatters.com/mt/archives/2010/06/ethnography-in-ux.php.
Brown-Sica, Margaret. 2013. “Using Academic Courses to Generate Data for Use in Evidence Based
Library Planning.” Journal of Academic Librarianship 39, no. 3: 275-87. doi:10.1016/j.acalib.2013.01.001.
Connaway, Lynn Silipigni, and Marie L. Radford. 2017. Research Methods in Library and Information
Science, 6th ed. Santa Barbara, CA: Libraries Unlimited.
Value
of Academic Libraries
References
Fister, Barbara. 2010. “Critical Assets: Academic Libraries, A View from the Administration Building.”
Library Journal 135, no. 8: 24-27.
Hess, Amanda Nichols. 2015. “Equipping Academic Librarians to Integrate the Framework into
Instructional Practices: A Theoretical Application.” Journal of Academic Librarianship 41, no. 6: 771-76.
doi:10.1016/j.acalib.2015.08.017.
Jantti, M., and Heath, J. 2016. “What Role for Libraries in Learning Analytics?” Performance
Measurement and Metrics 17, no. 2: 203-10.
Lombard, E. 2012. “The Role of the Academic Library in College Choice.” Journal of Academic
Librarianship 38, no. 4: 237-41.
Wikipedia, s.v. “Usability Testing.” Last modified June 13, 2017.
https://en.wikipedia.org/wiki/Usability_testing.
Value
of Academic Libraries
Image Attributions
Slide 3: Image: http://bit.ly/2tF1Mtx (https://www.flickr.com/photos/stiwwe/6238265844/) by Steven Wolf / CC BY-NC 2.0
Slide 4: Image: http://bit.ly/2sPfwFv (https://www.flickr.com/photos/gsfc/3468651131/) by NASA Goddard Space Flight
Center / CC BY 2.0
Slide 5: Image: http://bit.ly/2sivd6R (https://www.flickr.com/photos/scottfeldstein/437129442/) by scott Feldstein / CC BY
2.0
Slide 6: Image: https://www.flickr.com/photos/parksdh/11340519505/ by Daniel Parks / CC BY-NC 2.0
Slide 8: Image: http://bit.ly/2rfLdrx (https://www.flickr.com/photos/corono/2767343921/) by Gareth Davies / CC BY 2.0
Slide 9: Image: http://bit.ly/2srChPm (https://www.flickr.com/photos/collinanderson/2349441498/) by Collin Anderson / CC
BY 2.0
Slide 10: Image: http://bit.ly/2mHdL6q (https://www.flickr.com/photos/pong/2404940312/) by Rob Pongsajapan / CC BY 2.0
Slide 11: Image: http://bit.ly/2scx4ul (https://www.flickr.com/photos/elvissa/505162199/) by Tricia / CC BY 2.0
Slide 12: Image: http://bit.ly/2m9i39Y (https://www.flickr.com/photos/stnorbertcollege/11839410166/) by stnorbert / CC BY-
NC-ND 2.0
Slide 13: Image: http://bit.ly/2rPulGQ (https://www.flickr.com/photos/hoffnungsschimmer/17264753128/) by Lena / CC BY
2.0
Slide 15: Image: http://bit.ly/2s0oo8r (https://www.flickr.com/photos/nseika/8880813114/) by Seika / CC BY 2.0
Value
of Academic Libraries
Image Attributions
Slide 16: Image: http://bit.ly/2msQ06a (https://www.flickr.com/photos/governordayton/5572098001/) by Governor Mark
Dayton / CC BY 2.0
Slide 20: Image: http://bit.ly/2scDnhu (https://www.flickr.com/photos/jblyberg/2185724080/) by John Blyberg / CC BY 2.0
Slide 22: Image: http://bit.ly/2rwaKbU (https://www.flickr.com/photos/jeanbaptisteparis/6301697857/) by jeanbaptisteparis /
CC BY-SA 2.0
Slide 23: Image: http://bit.ly/2tFkRMn (https://www.flickr.com/photos/jeanbaptisteparis/6301701751/) by jeanbaptisteparis /
CC BY-SA 2.0
Slide 24: Image: http://bit.ly/2rN05ZK (https://www.flickr.com/photos/beachmobjellies/33241097510/) by beachmobjellies /
CC BY-SA 2.0
Slide 25: Image: http://bit.ly/2sKOzmL (https://www.flickr.com/photos/question_everything/5104987433/) by Let Ideas
Compete / CC BY-NC-ND 2.0
Slide 26: Image: http://bit.ly/2tEVHxh (https://www.flickr.com/photos/kome8/3599392372/) by 8 Kome / CC BY-NC-ND 2.0
Slide 27: Image: http://bit.ly/2tFnNbL (https://www.flickr.com/photos/sakura-harusame/3828276414/) by
PhotographyBySakura / CC BY-NC-ND 2.0
Slide 29: Image: http://bit.ly/2sHxkSr (https://www.flickr.com/photos/marcinignac/7211176930/) by Marcin Ignac / CC BY-
NC-ND 2.0
Slide 30: Image: http://bit.ly/2rILa7G (https://www.flickr.com/photos/hello-sebastian/8207490946/) by Sebastian Sikora /
CC BY 2.0
Value
of Academic Libraries
Image Attributions
Slide 36: Image: http://bit.ly/2rNJt4a (https://www.flickr.com/photos/l-i-n-k/3654390818/) by Thomas Link / CC BY-SA 2.0
Slide 38: Image: http://bit.ly/2tFB04a (https://www.flickr.com/photos/taspicsvns/15262863623/) by Vern / CC BY-NC-ND 2.0
Slide 39: Image: http://bit.ly/2tFB04a (https://www.flickr.com/photos/taspicsvns/15262863623/) by Vern / CC BY-NC-ND 2.0
Slide 40: Image: http://bit.ly/2sHVr3v (https://www.flickr.com/photos/47259373@N02/5170090189/) by Mark Strobl / CC BY
2.0
Slide 41: Image: http://bit.ly/2rNqgQ3 (https://www.flickr.com/photos/75905404@N00/2220590528/) by OZinOH / CC BY-
NC 2.0
Slide 44: Image: http://bit.ly/2ssMcSr (https://www.flickr.com/photos/romanboed/20932834149/) by Roman Boed / CC BY
2.0
Slide 52: Image: http://bit.ly/2sHK7EC (https://www.flickr.com/photos/themeowverlord/13941607659/) by Amy Aletheia
Cahill / CC BY-SA 2.0
Slide 54: Image: http://bit.ly/2sPkLoK (https://www.flickr.com/photos/pedrosz/33385238882/) by Pedro Szekely / CC BY-SA
2.0
Slide 55: Image: http://bit.ly/2rNiAgJ (https://www.flickr.com/photos/monkeypainter/8322729745/) by David Ramos / CC
BY-NC-ND 2.0
Slide 57: Image: http://bit.ly/2rNjU3j (https://www.flickr.com/photos/jenosaur/4051305996/) by jen Collins / CC BY-NC-ND
2.0
Thank you!
• Lynn Silipigni Connaway
connawal@oclc.org
@LynnConnaway
• William Harvey
harveyw@oclc.org
• Vanessa Kitzie
kitziev@oclc.org
@vkitzie
• Stephanie Mikitish
mikitish@scarletmail.rutgers.edu

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Academic Libraries Demonstrate Impact

  • 1. Value of Academic Libraries ALA | 25 June 2017 Academic Library Impact: Improving Practice and Essential Areas to Research Lynn Silipigni Connaway, Senior Research Scientist & Director of User Research, OCLC William Harvey, Consulting Engineer, OCLC Vanessa Kitzie, Assistant Professor, University of South Carolina Stephanie Mikitish, Librarian, Rutgers University
  • 3. Value of Academic Libraries The Value of Academic Libraries • ACRL Goal-area committee – Part of Plan for Excellence • Goal: Academic libraries demonstrate alignment with & impact on institutional outcomes – Promote impact & value of libraries to higher ed. community
  • 4. Value of Academic Libraries Selected Presentations • Library Assessment Conference (Nov 2016) – Results of literature review • ALA Midwinter (Jan 2017) – Results of librarian and provosts interviews • ACRL (March 2017) – Priority areas and preliminary research questions – Visualization tool
  • 5. Value of Academic Libraries Agenda • Priority areas – Effective practices from literature and interviews – Research questions – Exemplar studies for content and research design • Visualization tool • Final steps
  • 6. Value of Academic Libraries Priority Areas 1. Communication 2. Mission strategy & alignment 3. Learning analytics 4. Student success 5. Teaching & learning 6. Collaboration
  • 7. Value of Academic Libraries PRIORITY AREAS: EFFECTIVE PRACTICES
  • 8. Value of Academic Libraries Communicate the Library’s Contributions Host town halls that address the role of libraries (PP04) and work to dismantle “pigeonholed” perceptions Emphasize the library’s ability to have “impacts beyond borders” (PP01) when making funding requests Give provosts a “different style of data” (PP11)
  • 9. Value of Academic Libraries Match Library Assessment to Institution’s Mission Be open to adopting less traditional roles, such as creating 3 minute research video competitions (LM03 and PP03) Be aware of student demographics, and accommodate students with low SES to demonstrate the importance of the “university as a gateway to a better life” (PP08)
  • 10. Value of Academic Libraries Include Library Data in Institutional Data Collection Consider collecting holistic student data before and after graduation (PP03, PP11) Refer to data collected by independent, for-profit institutions (PP14) for suggestions Engage senior leadership in dialogue about the institution’s data environment (LM13)
  • 11. Value of Academic Libraries Quantify the Library’s Impact on Student Success Measure, collect, analyze and report data collected from multiple systems within the academic institution and statistically analyzed to predict student success. Select student success indicators that consider the diverse experiences of students.
  • 12. Value of Academic Libraries Enhance Teaching and Learning Collaborate across departments to leverage library services, spaces, collections, and expertise to assist students, perhaps in first-year experience programs (LM06, PP08) Keep abreast of higher education trends, such as fostering the critical competency skills (PP03, PP10) needed to be “informed citizens” (PP06, PP14)
  • 13. Value of Academic Libraries Collaborate with Educational Stakeholders Provide library space and expertise to support activities such as interdisciplinary work (PP03, PP08) or career counseling (PP05) Partner with institutions outside the university or college, such as government and commercial institutions or community groups (PP13)
  • 14. Value of Academic Libraries PRIORITY AREAS: RESEARCH QUESTIONS
  • 15. Value of Academic Libraries • How are other units effectively communicating with stakeholders? • What factors influence librarian communication between academic library users and potential users? • How can library administrators and staff leverage social media to effectively increase student engagement? Research Questions: Communication
  • 16. Value of Academic Libraries • How do libraries fit into the broader array of institutional resources and programs (e.g., writing centers, tutoring)? • How are budget constraints affecting the support by library administrators and staff of the institution’s mission and specific goals related to student learning and success outcomes? Research Questions: Mission strategy & alignment
  • 17. Value of Academic Libraries • How are other stakeholders in higher education using analytics to affect the areas of teaching and learning and student success, and how can library administrators and staff contribute to these efforts? • Will library administrators and staff need to begin collecting different and additional data? Research Questions: Learning analytics
  • 18. Value of Academic Libraries • How do library resources and programs (i.e., courses, events, etc.) impact indicators of student success? • What are the effects of library instruction on success outcomes for diverse student populations, (e.g., military students, non- US students, English language learners, non-residential students, online-only students, etc.)? Research Questions: Student Success
  • 19. Value of Academic Libraries • What are the most common difficulties faced by library administrators and staff in measuring teaching and learning outcomes? • Where do students go to discover information (e.g., answers to questions, resources for their needs)? If this is not library websites or online catalogs, library discovery systems be integrated into academic users’ workflows? Research Questions: Teaching & Learning
  • 20. Value of Academic Libraries • How can library administrators and staff collaborate with staff and faculty members from other academic institutions to increase student learning and success? • What types of collaboration are the most effective in facilitating student learning and success outcomes? Research Questions: Collaborate
  • 21. Value of Academic Libraries PRIORITY AREAS: RESEARCH DESIGN
  • 22. Value of Academic Libraries Preliminary work • Context – Audience – Prior knowledge, experience, & bias – Environment • Topic/problem – Past work – Gaps in research
  • 23. Value of Academic Libraries Planning the study • Design – Qual/quant elements – Triangulation – Clear explanation
  • 24. Value of Academic Libraries Data • Sampling – Who – Recruitment – Gatekeepers • Collection – Triangulation – Rationale – Relevant & critical
  • 25. Value of Academic Libraries Data – ctd. • Analysis – Answer RQs • Modification – Appropriateness – Necessary standard
  • 26. Value of Academic Libraries Write-up • Discussion – Clear, relevant findings – Reiterate & frame – Compare to past work • Future work – Limitations – Implications
  • 27. Value of Academic Libraries Write-up – ctd. • Reporting – Non-LIS venues – Clarity – Relevance
  • 29. Value of Academic Libraries Overview • Quick Recap of Visualization Component • About Usability Testing • How We Did It • What We Learned • New Features
  • 30. Value of Academic Libraries Visualization Component • Literature Search Tool – “Zappos for scholarly articles” – Navigate document database – Build/save/distribute/curate reference lists • Charts and Graphs Tool – “Tableau for scholarly articles” – Generate graphics to share with stakeholders
  • 36. Value of Academic Libraries What Is Usability Testing? “Ethnography is the social equivalent of usability testing. Where usability is about how people directly interact with a technology in the more traditional sense, ethnography is about how people interact with each other. As UX designers, we’re primarily concerned with how we can use such research to solve a problem through the introduction or revision of technology.” -- Nathanael Boehm
  • 37. Value of Academic Libraries Usability Testing Reveals Expectations • A product owner has one set of expectations • A software dev team has another set • N users experiencing the software for the first time have N sets • M experienced users have another M sets • The software itself has another set
  • 38. Value of Academic Libraries Usability Testing Reveals Expectations • A product owner has one set of expectations • A software dev team has another set • N users experiencing the software for the first time have N sets • M experienced users have another M sets • The software itself has another set
  • 39. Value of Academic Libraries User Expectations • Impedance mismatch – What {users, X} want – What {users, X} think they need – What users really need – What can be delivered • Minimize frustration (“It just works!”) = maximize usability
  • 40. Value of Academic Libraries Usability Testing Is Amazing • The OCLC Usability Lab is a fantastic resource • Ethnography is valuable • Usability Testing is valuable
  • 41. Value of Academic Libraries How Many Users to Study?
  • 42. Value of Academic Libraries Usability Study Participants Gender Institution Participant Type Experience with AiA website F Kent State Library and Information Science (student) None F Adams County Public Library System Library and Information Science Researcher None F California State University Dominguez Hills Practicing Academic Librarian None F University of Dallas Academic Library Administrator Has used a few times F University of Tennessee at Chattanooga Practicing Academic Librarian Never M Wayne State University Library and Information Science Researcher Never
  • 43. Value of Academic Libraries Usability Tasks 1. Literature search task only requiring facets 2. Literature search task only requiring keywords 3. Literature search combining (1) and (3). 4. Generate a graph involving aggregation.
  • 45. Value of Academic Libraries Literature Search Tasks • Locating facets was a challenge – Allow users to search through facets • Users unsure of what is in the database – Provide search-as-you-type to close the loop • Users want seamless Boolean/keyword search – Augment interface so both can coexist
  • 50. Value of Academic Libraries Charts and Graphs Tool • Naming things and terminology is very important
  • 51. Value of Academic Libraries Charts and Graphs Tool • All users requested some help materials/videos – We are working on them • Some users just are not familiar with creating charts – Perhaps training materials + practice will help • Familiarity is important – Give users an escape hatch to Excel
  • 53. Value of Academic Libraries Novel Features Added • Sandboxed user uploads – Log in with ALA account – Upload new articles (visible only to user) – Annotate articles, add new annotations – Save data • Broad redesign/reflow of Charts and Graphs tool
  • 54. Value of Academic Libraries Conclusion • Usability Testing optimizes for the right benchmark: Usability • Software in the life of the user
  • 55. Value of Academic Libraries FINAL REPORT & RELEASE OF VISUALIZATION COMPONENT: SEPTEMBER 2017
  • 56. Value of Academic Libraries Thank you to the following people for their contributions to this project: Erin M. Hood, OCLC; Brittany Brannon, OCLC; Marie L. Radford, Rutgers University; ACRL Board; ACRL VAL Committee; Advisory Group Members
  • 57. Value of Academic Libraries References Association of College and Research Libraries. Forthcoming. Academic Library Impact: Improving Practice and Essential Areas to Research. Researched by Lynn Silipigni Connaway, William Harvey, Vanessa Kitzie, and Stephanie Mikitish. Chicago: Association of College and Research Libraries. Association of College and Research Libraries. 2010. Value of Academic Libraries: A Comprehensive Research Review and Report. Researched by Megan Oakleaf. Chicago: Association of College and Research Libraries. http://www.ala.org/acrl/sites/ala.org.acrl/files/content/issues/value/val_report.pdf. Bloom, Nathanael. 2010. “Ethnography in UX.” UX Matters, June 21. http://www.uxmatters.com/mt/archives/2010/06/ethnography-in-ux.php. Brown-Sica, Margaret. 2013. “Using Academic Courses to Generate Data for Use in Evidence Based Library Planning.” Journal of Academic Librarianship 39, no. 3: 275-87. doi:10.1016/j.acalib.2013.01.001. Connaway, Lynn Silipigni, and Marie L. Radford. 2017. Research Methods in Library and Information Science, 6th ed. Santa Barbara, CA: Libraries Unlimited.
  • 58. Value of Academic Libraries References Fister, Barbara. 2010. “Critical Assets: Academic Libraries, A View from the Administration Building.” Library Journal 135, no. 8: 24-27. Hess, Amanda Nichols. 2015. “Equipping Academic Librarians to Integrate the Framework into Instructional Practices: A Theoretical Application.” Journal of Academic Librarianship 41, no. 6: 771-76. doi:10.1016/j.acalib.2015.08.017. Jantti, M., and Heath, J. 2016. “What Role for Libraries in Learning Analytics?” Performance Measurement and Metrics 17, no. 2: 203-10. Lombard, E. 2012. “The Role of the Academic Library in College Choice.” Journal of Academic Librarianship 38, no. 4: 237-41. Wikipedia, s.v. “Usability Testing.” Last modified June 13, 2017. https://en.wikipedia.org/wiki/Usability_testing.
  • 59. Value of Academic Libraries Image Attributions Slide 3: Image: http://bit.ly/2tF1Mtx (https://www.flickr.com/photos/stiwwe/6238265844/) by Steven Wolf / CC BY-NC 2.0 Slide 4: Image: http://bit.ly/2sPfwFv (https://www.flickr.com/photos/gsfc/3468651131/) by NASA Goddard Space Flight Center / CC BY 2.0 Slide 5: Image: http://bit.ly/2sivd6R (https://www.flickr.com/photos/scottfeldstein/437129442/) by scott Feldstein / CC BY 2.0 Slide 6: Image: https://www.flickr.com/photos/parksdh/11340519505/ by Daniel Parks / CC BY-NC 2.0 Slide 8: Image: http://bit.ly/2rfLdrx (https://www.flickr.com/photos/corono/2767343921/) by Gareth Davies / CC BY 2.0 Slide 9: Image: http://bit.ly/2srChPm (https://www.flickr.com/photos/collinanderson/2349441498/) by Collin Anderson / CC BY 2.0 Slide 10: Image: http://bit.ly/2mHdL6q (https://www.flickr.com/photos/pong/2404940312/) by Rob Pongsajapan / CC BY 2.0 Slide 11: Image: http://bit.ly/2scx4ul (https://www.flickr.com/photos/elvissa/505162199/) by Tricia / CC BY 2.0 Slide 12: Image: http://bit.ly/2m9i39Y (https://www.flickr.com/photos/stnorbertcollege/11839410166/) by stnorbert / CC BY- NC-ND 2.0 Slide 13: Image: http://bit.ly/2rPulGQ (https://www.flickr.com/photos/hoffnungsschimmer/17264753128/) by Lena / CC BY 2.0 Slide 15: Image: http://bit.ly/2s0oo8r (https://www.flickr.com/photos/nseika/8880813114/) by Seika / CC BY 2.0
  • 60. Value of Academic Libraries Image Attributions Slide 16: Image: http://bit.ly/2msQ06a (https://www.flickr.com/photos/governordayton/5572098001/) by Governor Mark Dayton / CC BY 2.0 Slide 20: Image: http://bit.ly/2scDnhu (https://www.flickr.com/photos/jblyberg/2185724080/) by John Blyberg / CC BY 2.0 Slide 22: Image: http://bit.ly/2rwaKbU (https://www.flickr.com/photos/jeanbaptisteparis/6301697857/) by jeanbaptisteparis / CC BY-SA 2.0 Slide 23: Image: http://bit.ly/2tFkRMn (https://www.flickr.com/photos/jeanbaptisteparis/6301701751/) by jeanbaptisteparis / CC BY-SA 2.0 Slide 24: Image: http://bit.ly/2rN05ZK (https://www.flickr.com/photos/beachmobjellies/33241097510/) by beachmobjellies / CC BY-SA 2.0 Slide 25: Image: http://bit.ly/2sKOzmL (https://www.flickr.com/photos/question_everything/5104987433/) by Let Ideas Compete / CC BY-NC-ND 2.0 Slide 26: Image: http://bit.ly/2tEVHxh (https://www.flickr.com/photos/kome8/3599392372/) by 8 Kome / CC BY-NC-ND 2.0 Slide 27: Image: http://bit.ly/2tFnNbL (https://www.flickr.com/photos/sakura-harusame/3828276414/) by PhotographyBySakura / CC BY-NC-ND 2.0 Slide 29: Image: http://bit.ly/2sHxkSr (https://www.flickr.com/photos/marcinignac/7211176930/) by Marcin Ignac / CC BY- NC-ND 2.0 Slide 30: Image: http://bit.ly/2rILa7G (https://www.flickr.com/photos/hello-sebastian/8207490946/) by Sebastian Sikora / CC BY 2.0
  • 61. Value of Academic Libraries Image Attributions Slide 36: Image: http://bit.ly/2rNJt4a (https://www.flickr.com/photos/l-i-n-k/3654390818/) by Thomas Link / CC BY-SA 2.0 Slide 38: Image: http://bit.ly/2tFB04a (https://www.flickr.com/photos/taspicsvns/15262863623/) by Vern / CC BY-NC-ND 2.0 Slide 39: Image: http://bit.ly/2tFB04a (https://www.flickr.com/photos/taspicsvns/15262863623/) by Vern / CC BY-NC-ND 2.0 Slide 40: Image: http://bit.ly/2sHVr3v (https://www.flickr.com/photos/47259373@N02/5170090189/) by Mark Strobl / CC BY 2.0 Slide 41: Image: http://bit.ly/2rNqgQ3 (https://www.flickr.com/photos/75905404@N00/2220590528/) by OZinOH / CC BY- NC 2.0 Slide 44: Image: http://bit.ly/2ssMcSr (https://www.flickr.com/photos/romanboed/20932834149/) by Roman Boed / CC BY 2.0 Slide 52: Image: http://bit.ly/2sHK7EC (https://www.flickr.com/photos/themeowverlord/13941607659/) by Amy Aletheia Cahill / CC BY-SA 2.0 Slide 54: Image: http://bit.ly/2sPkLoK (https://www.flickr.com/photos/pedrosz/33385238882/) by Pedro Szekely / CC BY-SA 2.0 Slide 55: Image: http://bit.ly/2rNiAgJ (https://www.flickr.com/photos/monkeypainter/8322729745/) by David Ramos / CC BY-NC-ND 2.0 Slide 57: Image: http://bit.ly/2rNjU3j (https://www.flickr.com/photos/jenosaur/4051305996/) by jen Collins / CC BY-NC-ND 2.0
  • 62. Thank you! • Lynn Silipigni Connaway connawal@oclc.org @LynnConnaway • William Harvey harveyw@oclc.org • Vanessa Kitzie kitziev@oclc.org @vkitzie • Stephanie Mikitish mikitish@scarletmail.rutgers.edu

Editor's Notes

  1. Image: http://bit.ly/2tF1Mtx (https://www.flickr.com/photos/stiwwe/6238265844/) by Steven Wolf / CC BY-NC 2.0 This project relates to ACRL’s Plan for Excellence. A major goal for this plan is to help academic libraries demonstrate their value to their parent institutions through their impact on institutional outcomes. A major institutional outcome is to promote student learning and success. With decreasing support, the competition for resources becomes more intense and the need for demonstrating value becomes more critical. Association of College and Research Libraries. (2010). Value of Academic Libraries: A Comprehensive Research Review and Report, researched by Megan Oakleaf. Chicago, IL: Association of College and Research Libraries. Retrieved from: http://www.ala.org/acrl/sites/ala.org.acrl/files/content/issues/value/val_report.pdf
  2. Image: http://bit.ly/2sPfwFv (https://www.flickr.com/photos/gsfc/3468651131/) by NASA Goddard Space Flight Center / CC BY 2.0 Institutions, analysis of individual interviews with provosts from the advisory group’s institutions, priority
  3. Image: http://bit.ly/2sivd6R (https://www.flickr.com/photos/scottfeldstein/437129442/) by scott Feldstein / CC BY 2.0
  4. Image: https://www.flickr.com/photos/parksdh/11340519505/ by Daniel Parks / CC BY-NC 2.0 Analysis of all three data sources informed the identification of six priority areas for future research. Communication: Communicate with those outside of library & at different levels within the institution Collaboration: Understand different types & levels of collaboration & consider reviewing literature from related fields to see what is said about libraries & common ground Mission strategy & alignment: Go outside of library to collect data & seek possible collaborators for common issues; Inform students, faculty, & administrators of how the academic library contributes to the institutional mission and goals. Teaching & learning: Engage with faculty & students for librarian inclusion in developing academic & everyday life support services for students; Develop educated & informed citizens Student success: Identify quantifiable student attainment indicators; Work with academic services and faculty Learning analytics: Measure, collect, analyze & report “data about learners and their contexts, for purposes of understanding and optimizing learning and the environments in which it occurs.” ; Include library data with institutionally collected data to predict student success Brown-Sica, Margaret. “Using Academic Courses to Generate Data for Use in Evidence Based Library Planning.” Journal of Academic Librarianship 39, no. 3 (2013): 275–87. doi:10.1016/j.acalib.2013.01.001. Fister, Barbara. “Critical Assets: Academic Libraries, A View from the Administration Building.” Library Journal 135, no. 8 (2010): 24–27. Hess, Amanda Nichols. “Equipping Academic Librarians to Integrate the Framework into Instructional Practices: A Theoretical Application.” Journal of Academic Librarianship 41, no. 6 (2015): 771–76. doi:10.1016/j.acalib.2015.08.017. Jantti, M. and Heath, J. (2016). What role for libraries in learning analytics? Performance Measurement and Metrics 17(2), 203-210. Lombard, E. (2012). The role of the academic library in college choice. Journal of Academic Librarianship 38(4), 237–41.
  5. Priority areas are based on findings of: the selected literature review the advisory group interview the provost semi-structured individual interviews Areas are intentionally broad to foster discussion and input among librarians and others in higher ed. Effective practices = represent actions library administrators and staff should take to align with and impact institutional goals and objectives related to student learning and success They are specific and contextual because they came from the three data sources, were further categorized for application in a variety of contexts
  6. Image: http://bit.ly/2rfLdrx (https://www.flickr.com/photos/corono/2767343921/) by Gareth Davies / CC BY 2.0 • Consider how different groups of stakeholders envision effective communication emanating from various forms of media and position the library accordingly. Communication is contextual. A mode of communication that might be successful in one context might fail in another. For instance, one advisory group member noted how social media works well with students, but not with faculty (Advisory Group Member LM09). Regardless of context, library administrators and staff must consider how higher education administrators prefer their information disseminated (Advisory Group Member LM08). Library administrators and staff might consider assigning one librarian to be responsible for communication (Advisory Group Member LM09). Provosts recommend being innovative and giving them a “different style of data” (Provost PP11). This innovation could include guerilla marketing, such as making short videos (Provost PP01). • Work to dismantle “pigeonholed” perceptions of the library (e.g., as just providing collections) by thinking out of the box and providing new services, spaces, and collections. As denoted by the provost interviews, key stakeholders within their academic institutions hold several myths about the library. As a result, provosts indicated the importance of library administrators and staff communicating “how they bring people in touch with knowledge in various ways” (Provost PP02). One provost suggested that library administrators and staff could dispel these myths by inviting these stakeholders into the library. Specifically, administrators and staff could hold a town hall to address the question, “What is the role of the library today?” Attendees can formulate an institution-specific response to this issue, which can yield buy-in from all those attending (Provost PP04). • Take advantage of the fact that, unlike other departments, the library serves all students and majors. One of the questions the team asked provosts was what library administrators and staff would need to do to enhance the possibility of the provost accepting a modest funding request from the library. Four provosts stated that the library was at an advantage when making this request. As provost said, the library is in an advantageous position when it comes to funding requests since it has “impacts beyond borders” (Provost PP01). Library administrators and staff can take advantage of this impact by articulating how they benefit key institutional stakeholders when making a funding request.
  7. Image: http://bit.ly/2srChPm (https://www.flickr.com/photos/collinanderson/2349441498/) by Collin Anderson / CC BY 2.0 • Be open to adopting less traditional roles for services, collections, spaces, and staff to fulfill the strategic mission of the university. While specific activities will vary based on institutional context, one advisory group member recounted an example of how the administrators and staff at her library began sponsoring three-minute research video competitions among graduate students (Advisory Group Member LM03). This action increased the research mission of the university and drew attention to the library’s role in advancing this mission because students and faculty shared the videos. The provost from this advisory group member’s institution also brought up this initiative as exemplifying an effective practice (Provost PP03). • Be aware of student and faculty demographics and respond to their needs and characteristics. Provost PP09 denotes the importance of library administrators and staff knowing their customer. She suggests that library administrators and staff marshal resources and design events that interest people. To develop interest, they must uncover a need and demonstrate how the library can satisfy this need. Provosts identified several approaches that library administrators and staff could take to exercise this awareness and response. Provost PP04 suggests that library administrators and staff offer hours in the library space where students can come and work with a tutor. In the context of the provost’s institution, this action assists the students in the state that has a prevalence of six-year, rather than four-year graduation rates. Provost PP08 identifies the importance of diversity and inclusivity within higher education by contending that library administrators and staff should accommodate students with low socioeconomic statuses to demonstrate the importance of the “university as a gateway to a better life.”
  8. Image: http://bit.ly/2mHdL6q (https://www.flickr.com/photos/pong/2404940312/) by Rob Pongsajapan / CC BY 2.0 Pull the sort of data to track user behaviors that library administrators and staff have shied away from in the past. Provosts suggest that library administrators and staff must collect data on the holistic student experience including longitudinal metrics related to the student experience during and after graduation (Provosts PP03, PP11). One provost noted that library administrators and staff could be informed of new metrics to collect by referring to those obtained by independent, for-profit institutions (Provost PP14). An advisory group member suggested that library administrators and staff can initiate conversation with provosts about the types of user data they can collect categorized by departments (Advisory Group Member LM14). Use the data environment employed by senior leadership. This practice was suggested by an advisory group member (Advisory Group Member LM13). It ties into a key finding from the team’s review of all three data sources that a gap exists between how library administrators and staff versus provosts communicate the library’s value. Implications of this finding for library administrators and staff are to ensure that they are using the same terminology employed by their provosts. This effective practice builds on this implication by suggesting that non-verbal forms of communication, such as quantitative data, must also be presented by library administrators and staff in a way that is recognized by provosts.
  9. Image: http://bit.ly/2scx4ul (https://www.flickr.com/photos/elvissa/505162199/) by Tricia / CC BY 2.0 Measure, collect, analyze and report “data about learners and their contexts, for purposes of understanding and optimizing learning and the environments in which it occurs.” Library data should be included in the volumes of data collected from multiple systems within the academic institution and statistically analyzed to predict student success. In addition to the exemplar study in this priority area and the previous priority area, several other research studies from the fields of LIS and higher education exist that discuss privacy and confidentiality, and how to implement policies for both. Select student success indicators that consider the diverse experiences of students. Library administrators and staff need to be creative in identifying outcomes that address the needs of non-traditional students. For example, a possible outcome might include the use of library services, collections, and spaces by non-traditional students, or the cost savings identified for students by the development of a LibGuide for open access resources.
  10. Image: http://bit.ly/2m9i39Y (https://www.flickr.com/photos/stnorbertcollege/11839410166/) by stnorbert / CC BY-NC-ND 2.0 Support student engagement with library services, spaces, and collections by aligning with related programs that require them. Library administrators and staff should collaborate across departments to leverage library services, spaces, collections, and expertise to assist students in first-year experience programs (Advisory Group Member LM06, Provost PP08). Advisory group members and provosts mentioned the importance of programs, such as first-year learning experiences, to advancing the institutional mission and goals. Given that these programs are cross-departmental, the library can provide centralized grounds for students in these programs to learn and collaborate. Keep abreast of higher education trends. As mentioned in the Discussion section, one way that library staff and administrators can contextualize their contributions to student learning and success is by how these contributions address emerging trends and issues in higher education and libraries. Some of the trends identified by provosts include: fostering critical competency skills (Provosts PP03, PP10), supporting continuing learning and educating students to become “informed citizens” (Provosts PP06, PP14), and changing people’s perceptions of the library as a storehouse for collections (Provost PP02).
  11. Image: http://bit.ly/2rPulGQ (https://www.flickr.com/photos/hoffnungsschimmer/17264753128/) by Lena / CC BY 2.0 Identify needs of students and partner with related departments to meet them - think outside of the box. As advised by one provost, library administrators and staff must “reach across a variety of disciplinary areas and identify those particular areas that might benefit from a cooperative activity because the library must work with everyone. I think that’s the biggest challenge - to reach across a variety of disciplinary areas” (Provost PP10). Several provosts gave examples of how library administrators and staff could accomplish this cooperative activity. One example identified by the team as one that also exhibits thinking outside the box is to have library administrators and staff provide or support efforts such as career counseling (Provost PP05). Use library space to provide central meeting grounds for programs across departments. As suggested by one provost in the Discussion section, library staff and administrators should not engage in “turf wars,” but rather promote the programmatic integration of other departments into the library space (Provost PP01). This integration can be accomplished by housing a cross-disciplinary program and allow spaces for students to learn and work (Advisory Group Member LM03), creating a teaching commons for faculty to engage in programs to improve instruction (Advisory Group Member LM13), and engaging in interdisciplinary work by bringing different departments into the space (Provosts PP03, PP08), among other activities. Partner with institutions outside the university or college, such as government and commercial institutions. It not only is important for library administrators and staff to collaborate with those internal to the institution, but also bring in those external to it. As an example, one provost suggested that library administrators and staff allow community groups outside the institution to come into the library and give them space in which to engage (Provost PP13). This practice also aligns with a higher education trend identified by provosts, which relates to the growing decentralization of students from their physical institutions due to factors such as the increase in distance learning and the rising importance of continuing education. For these reasons, integrating the outside community into the institution can engender buy-in from those who not geographically linked to the institution.
  12. Examples of RQs for each priority area are shown below.
  13. Image: http://bit.ly/2s0oo8r (https://www.flickr.com/photos/nseika/8880813114/) by Seika / CC BY 2.0
  14. Image: http://bit.ly/2msQ06a (https://www.flickr.com/photos/governordayton/5572098001/) by Governor Mark Dayton / CC BY 2.0
  15. Image: http://bit.ly/2scDnhu (https://www.flickr.com/photos/jblyberg/2185724080/) by John Blyberg / CC BY 2.0
  16. Image: http://bit.ly/2rwaKbU (https://www.flickr.com/photos/jeanbaptisteparis/6301697857/) by jeanbaptisteparis / CC BY-SA 2.0 Context Who is the audience? What knowledge, experience, and possible bias might the researcher/ bring to the research? How might the institutional and library environments affect the research? Topic/Problem What does past work/literature say about the topic? What gaps in the research exist on this subject and how could this research design bridge those gaps?
  17. Image: http://bit.ly/2tFkRMn (https://www.flickr.com/photos/jeanbaptisteparis/6301701751/) by jeanbaptisteparis / CC BY-SA 2.0 Design What elements of qualitative and quantitative research can help answer the research questions? How can triangulation using mixed or multiple methods create a more complete picture of the phenomenon studied? Is there a clear explanation as to why the researcher chose the selected approach instead of the alternatives?
  18. Image: http://bit.ly/2rN05ZK (https://www.flickr.com/photos/beachmobjellies/33241097510/) by beachmobjellies / CC BY-SA 2.0 Data Sampling Who would be most willing and able to participate in the study and provide the most useful data? How can potential library users, who might not be using the collection, space, or service being considered by the researcher, be recruited? Are there any gatekeepers that would be able and willing to forward the recruitment notice to relevant populations? Data Collection What are the possible ways that the data collected can be triangulated to give a more complete picture of what phenomenon the researcher is studying? Is the rationale for the type of data collected clearly explained and justified? How does one ensure the collection of relevant and critical data?
  19. Image: http://bit.ly/2sKOzmL (https://www.flickr.com/photos/question_everything/5104987433/) by Let Ideas Compete / CC BY-NC-ND 2.0 Data Analysis Do the results of the analysis answer the research questions? If not, which aspect of the research design need to be modified and repeated? Are the data analysis methods appropriate for the qualitative and quantitative data collected? Does the data analysis reporting meet the necessary (e.g., qualitative, quantitative, statistical) standard?
  20. Image: http://bit.ly/2tEVHxh (https://www.flickr.com/photos/kome8/3599392372/) by 8 Kome / CC BY-NC-ND 2.0 Discussion Are the most relevant findings clearly stated? What is the best way to reiterate and frame the findings? How do the findings of the study compare and relate to past work/literature? Future work How can the limitations of the study be clearly stated? How can the implications of the work be connected to suggestions for future research?
  21. Image: http://bit.ly/2tFnNbL (https://www.flickr.com/photos/sakura-harusame/3828276414/) by PhotographyBySakura / CC BY-NC-ND 2.0 Reporting What non-LIS venues should researchers consider for sharing LIS research? Is the information clearly reported when sharing the research? Is the information being shared relevant to the audience?
  22. Image: http://bit.ly/2sHxkSr (https://www.flickr.com/photos/marcinignac/7211176930/) by Marcin Ignac / CC BY-NC-ND 2.0 Usability Testing played a crucial role in the design and development of the visualization component of this project. [Read from slides.]
  23. Image: http://bit.ly/2rILa7G (https://www.flickr.com/photos/hello-sebastian/8207490946/) by Sebastian Sikora / CC BY 2.0
  24. This is the basic layout of the literature search tool. Documents are annotated using various attributes such as, e.g., Year Published or Geographic Location of Institution, and the facets (left) allow users to quickly find documents based on these attributes. A keyword/Boolean search tool (top) indexes document metadata (titles, abstracts, attributes) and shows a real-time summary of what’s in the database. A breadcrumb metaphor (bottom) allows a user to refine a query and explore the database interactively. Easy access to saving and sharing references lists is done with the green button.
  25. The Charts and Graphs tool is inspired by the Tableau software for creating data visualizations. The interface is Drag-and-Drop.
  26. The left column lists all of the available document attributes. The user drags attributes from this left panel on to the center panel…
  27. …to create a chart (shown in the right panel). Little checkboxes work in the same way that the “Filter” options do in Excel.
  28. Once a chart is created, it can be exported as an image file (easy to email/share), shared via permalink, or saved for editing later. In the event that the user prefers using tools such as Microsoft Excel to do charting or number crunching, the “Export as CSV” button will allow the user to open the chart’s data in Excel (or any other CSV-capable tool) and work with charting/analysis in those tools if desired. Context menus on the chart area allow customization of the chart’s visual attributes that are independent of the data.
  29. Image: http://bit.ly/2rNJt4a (https://www.flickr.com/photos/l-i-n-k/3654390818/) by Thomas Link / CC BY-SA 2.0 Usability Testing is a methodology used to evaluate a product by observing users as they interact with it. Just as an ethnographer would observe the interactions of people with their environment, usability testers observe the interactions of users with a product. Bloom, Nathanael. 2010. “Ethnography in UX.” UX Matters. Retrieved from: http://www.uxmatters.com/mt/archives/2010/06/ethnography-in-ux.php Connaway, Lynn Silipigni & Marie L. Radford. 2017. Research Methods in Library & Information Science (6th ed., pp. 277-282). Santa Barbara, CA: Libraries Unlimited.
  30. Why is usability testing such an important and beneficial activity? Well, it turns out that human-computer interaction is a lot like human-human interaction. Expectations: When we get along (with each other, or with our software), it is usually the case that we are aware of each others’ expectations, and we choose not to violate those expectations. Or, we are unaware of each other’s expectations but make the right assumptions. We can predict how each other are going to behave, and we make an effective team. Confrontation: When things take a turn for the worse, someone gets frustrated and a confrontation can arise. This is usually because the offending party violated the expectations of the offended party, either deliberately or accidentally. Resolution: To move forward with life, we have to communicate/negotiate our expectations to each other (social contracts) and agree to honor them by not violating each others’ expectations. Avoiding confrontation: By clearly spelling out our expectations to each other, we can reduce the probability of frustration/confrontation, and increase the probability of working as an effective team. Have you ever yelled at your computer? I know I have. Has it ever yelled at you? (Pop-up error messages when you’re trying to do something you think is perfectly reasonable?)
  31. Image: http://bit.ly/2tFB04a (https://www.flickr.com/photos/taspicsvns/15262863623/) by Vern / CC BY-NC-ND 2.0 Designing a usable software application may seem like a triviality. But in reality there are myriad sets of expectations that mold a piece of software. Additionally, there are hard constraints (budget, expertise, schedule, physics/thermodynamics) at play here too. Here is just a small sample of the possible sets of expectations at play. Which set(s) ultimately matter?
  32. Image: http://bit.ly/2tFB04a (https://www.flickr.com/photos/taspicsvns/15262863623/) by Vern / CC BY-NC-ND 2.0 Users, users, users. The user must be the center of the universe. The software exists for them. Software in the life of the user. How often does an actual user get any say in how a piece of software works? If they did have a say, do you think they would be able to accurately guess the most effective design?
  33. Image: http://bit.ly/2sHVr3v (https://www.flickr.com/photos/47259373@N02/5170090189/) by Mark Strobl / CC BY 2.0 The trouble is that (1) what users want, (2) what they think they need, (3) what they really need, and (4) what can be delivered are often subject to an impedance mismatch. Thus, usability studies focus on successful completion of tasks to determine what it is that users really need to minimize their own frustration. Software is molded to meet the expectations that users exhibit based on how they interact with the software on their own terms. The “It just works!” factor is an example of successful minimization of user frustration. When a design is super effective, it is effortless to use. When a design needs improvement, the friction manifests as user frustration.
  34. Image: http://bit.ly/2rNqgQ3 (https://www.flickr.com/photos/75905404@N00/2220590528/) by OZinOH / CC BY-NC 2.0 The members of the research project have worked in tandem with the OCLC Usability Lab on quite a few projects. The contribution that the OCLC Usability Lab has made to our research is substantial. We understand the value of ethnography, and it is only natural to use those same kinds of principles in the form of usability testing to mold our software and serve our users.
  35. How many users should there be in a usability study? From Wikipedia (https://en.wikipedia.org/wiki/Usability_testing#Number_of_test_subjects): On Jakob Nielson of Sun Microsystems: “Once it is found that two or three people are totally confused by the home page, little is gained by watching more people suffer through the same flawed design. "Elaborate usability tests are a waste of resources. The best results come from testing no more than five users and running as many small tests as you can afford." Nielsen subsequently published his research and coined the term heuristic evaluation.” Wikipedia, s.v. “Usability Testing,” last modified June 13, 2017, https://en.wikipedia.org/wiki/Usability_testing.
  36. Six users were recruited using purposive (non-probability) sampling. Only one user in the sample had any prior experience with the AiA website that features a similar literature search feature.
  37. Image: http://bit.ly/2ssMcSr (https://www.flickr.com/photos/romanboed/20932834149/) by Roman Boed / CC BY 2.0 We had a total of four usability tasks. I used to teach CSE 101 and CSE 200 (Excel/Access), and I KNEW that #4 was going to be a doozy. The challenge would be to come up with an interface that would be obvious to Tableau users, and simple enough to be learnable when combined with some modest training materials otherwise. Generating graphs with an unfamiliar tool is a difficult challenge (e.g., Excel pivot tables, MS Access visual query tool, Tableau, SQL queries, LINQ, Python list comprehensions, etc.). We try to provide the most learnable tool while giving users an escape hatch to chart data in Excel or another tool if they get stuck. Familiarity wins.
  38. From the literature search tool usability tasks, we learned some unexpected things. [Read from slide.]
  39. Here is the literature search interface during early usability testing.
  40. We move the search bar from the upper-left corner…
  41. …to up top, front and center.
  42. Once doing this, we completely overhauled the way that the search box works. The end result elegantly satisfies all of the usability pain points: All of the facets appear when you type text in the search bar. This works very much like the Amazon search bar. The ”shape” of the database is a lot more discoverable with the real-time search feedback. This has the effect of helping to discover facet names, and reducing the time it takes a user to recover from a dead-end search that yields zero results. Boolean search and keyword search functionalities coexist seamlessly. A keyword search is implicitly converted to a Boolean AND query. Explicitly using Boolean syntax (AND, OR, NOT, quotes for phrases) works as expected. HOWEVER, just because we found an elegant solution does not mean that it was easy to think of it. We tried several different designs and worked with an OCLC web designer to engineer the solution. AND, sometimes a seemingly small change makes a huge difference in usability. In this case, moving the location of the search bar.
  43. Many of our users were confused about what they were seeing. In our prototype, names such as “Data Fields” and “Chart Fields” appeared out of the blue, and had no relationship to the literature search tool. Changing the names of these widgets to “Document Attributes” and “Chart Parameters” closed the loop. Also, terms such as “rows” and “columns” as shown were not clear – changing them to “Breakout X By” and “Breakout Y By” are less ambiguous and will make sense provided some additional documentation.
  44. Image: http://bit.ly/2sHK7EC (https://www.flickr.com/photos/themeowverlord/13941607659/) by Amy Aletheia Cahill / CC BY-SA 2.0
  45. Image: http://bit.ly/2sPkLoK (https://www.flickr.com/photos/pedrosz/33385238882/) by Pedro Szekely / CC BY-SA 2.0 The final version of the software allows users to upload and annotate their own articles (kept sandboxed in their own ”local copy” of the database). To implement this feature, we completely overhauled the data structures and algorithms that power the literature search tool, as well as the internal organization of the document database. Also, the Charts and Graphs tool layout and functionality was heavily revised to take into account the findings from the usability study. Additionally, features have been added such as charting other user data that can be imported into the interface. This additional functionality is largely made possible by the underlying Vega Lite visualization engine. We are grateful to the University of Washington Interactive Data Lab for providing this excellent tool to the community.
  46. Image: http://bit.ly/2rNiAgJ (https://www.flickr.com/photos/monkeypainter/8322729745/) by David Ramos / CC BY-NC-ND 2.0
  47. Image: http://bit.ly/2rNjU3j (https://www.flickr.com/photos/jenosaur/4051305996/) by jen Collins / CC BY-NC-ND 2.0