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How to Rock the
Planning Process
for your Next Digital Library
Web Project
Rachel Vacek and R. Niccole Westbrook
TCDL 2013
University of Houston
Digital Library
Redesign Project
Create Buy-In
Define Roles and
Responsibilities of Teams
Project Team
Coordinator of Digital Operations
Web Services Coordinator
Head of Web Services
Head of Digital Services
Project Leads
Coordinator of Digital Operations
Web Services Coordinator
Project Leads
Coordinator of Digital Operations
Web Services Coordinator
Head of Web Services
Usability Team
Coordinator of Digital Operations
Web Services Coordinator
Development Team
Web Projects Manager
Web Developer 3
Web Developer 2
Web Designer
Dream Team
Web Projects Expert
Digital Library Expert
Curatorial Expert
Usability Expert
Metadata Expert
Create a Project
Timeline
UHDL Redesign Timeline
Revised UHDL Redesign Timeline
Create a Project
Timeline
Task List
Gather Data
Plans & Reports
• Stakeholder Interview Report
• Project Plan
• Usability Plan
• Feature Brainstorming Report
• Data Report
• Usability Testing Reports
• Developer Proposal
Collaborate on
Decision Making
Collaborative Decision Making
• Cut apart parts of project request and
prioritized features as mandatory and desired
• Frequent emails
• Meetings at major advancements or when
more discussion was needed
Write a
Project Plan
Project Plan Challenges
and Lessons Learned
• Each Project Lead was responsible for
different sections
• Used Google Docs
– Kept track of versions/changes
– Utilized commenting features
• Developer involvement
• Balance between creativity and exact
specifications
Transition to
Development
Different Understandings
• Audiences for Project Plan
• Scrum and agile product development
• CONTENTdm
• Ongoing usability testing
• Feedback
• Deadlines
Take Aways
Take Aways
• Define roles and responsibilities when
establishing a project team
• Communicate
• Manage expectations
• Be realistic about time estimates
Photo Credits
1. John Rudolph http://www.flickr.com/photos/johnrudolph/5865618809/
2. University of Houston Digital Library http://digital.lib.uh.edu/
3. randallo http://www.flickr.com/photos/randallo/4833097511/
4. Martin Burns http://www.flickr.com/photos/martinb/29121316/
5. Chuck Coker http://www.flickr.com/photos/caveman_92223/2692883227/
6. Ziggy Stardust [citation]
7. Klaus Hiltscher http://www.flickr.com/photos/khiltscher/3209570557/
8. Jim Summaria http://commons.wikimedia.org/wiki/File:Mick_Jagger_and_Ron_Wood_-
_Rolling_Stones_-_1975.jpg
9. Brent Pearson http://www.flickr.com/photos/brentbat/1557036097/
10. Steve Lacy http://www.flickr.com/photos/steve_lacy/140153319/
11. Dom W http://www.flickr.com/photos/dom_w/1508297891/
Rachel Vacek
Head of Web Services
revacek@uh.edu
R. Niccole Westbrook
Coordinator of Digital Operations
rnwestbrook@uh.edu
UH Digital Library Redesign
http://weblogs.lib.uh.edu/uhdlredesign/
UH Digital Library
http://digital.lib.uh.edu/
(New design will go live in June 2013)
TCDL 2013
Thanks!

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How to Rock the Planning Process for your Next Digital Library Web Project

Editor's Notes

  1. Define UHDL Redesign ProjectGive Context.  goals, stuff from project proposal
  2. Communication
  3. Define roles and responsibilities and project team - if we had structured the group differently, maybe we could have been more efficient, include developers earlier in process, or include special collections - representatives and sometimes we guess wrong.
  4. Project timeline - evolved into a task listtook longer than we expected, over ambitious, be conscientious of time
  5. data gatheringanalytics (click, usage)usabilityfocus groups - partners, stakeholders, users, etc.
  6. This is from one of the data reports and showed how most users land on item pages, and other results most of those came from Google.
  7. Heat map from Crazy Egg. Shows where people click on pages.
  8. From a presentation to key stakeholders about findings and recommendations from user studies.
  9. Collaborative decision making –meetings on topics in small chunkstook longer than we expected, over ambitious, be conscientious of time
  10. wrote a document – 36 pages!!!writing process- nicci and I each wrote different sectionNicci – add pic of THE BINDERaudience of the documentsoliciting (or not) feedback – politics took longer than we expected, over ambitious, be conscientious of time
  11. transition to another department - different audience (developers), different expectationsProject planning continues on
  12. Realize that planning takes longer than development - recommend balance in planning and time managementEstablish project team, defining rolesCommunication - giving and receiving (feedback) – talk about blogManaging expectations