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Student	
  Researchers:	
  
Kate Lawrence, VP User Research
NEASIST 2016: UX & You - User Experience Design and Research
January 6, 2016
klawrence@ebsco.com
@bykatelawrence
The Reality
Show
What	
  trends,	
  ideas	
  and	
  thoughts	
  	
  
are	
  you	
  excited	
  about:	
  	
  
	
  
In	
  UX?	
  	
  
In	
  User	
  Research?	
  
	
  
User	
  Research	
  at	
  EBSCO	
  
Data	
  Mining	
  
What	
  the	
  metrics	
  
tell	
  us	
  about	
  our	
  
users	
  
Secondary	
  Research	
  
What	
  the	
  literature	
  search	
  
shows;	
  makes	
  findings	
  
extensible	
  
Primary	
  Research	
  
Matching	
  method	
  to	
  
ques:on	
  is	
  the	
  key;	
  70+	
  
studies	
  per	
  year	
  at	
  
EBSCO	
  
Contextual	
  Inquiry	
  
Ethnographic,	
  user-­‐driven	
  	
  
research	
  method	
  
Surveys	
  
Powerful	
  tools	
  such	
  as	
  Qualtrics	
  let	
  us	
  create	
  
heat	
  maps	
  and	
  other	
  visuals	
  to	
  process	
  feedback	
  
Key	
  User	
  Interviews	
  
Usability	
  TesIng	
  
Classic	
  research	
  method	
  to	
  iden:fy	
  obstacles	
  
in	
  a	
  UI.	
  Now	
  –	
  usertes:ng.com	
  
Video	
  Diary	
  Studies	
  
Perfect	
  for	
  teenagers;	
  allows	
  freedom,	
  
flexibility	
  within	
  a	
  task	
  framework	
  
Card	
  SorIng	
  
Suitable	
  for	
  naviga:on	
  analysis	
  
For seeing the larger picture, ethnography stands out from the rest
Many	
  research	
  methods	
  
Speaking	
  with	
  our	
  customers	
  and	
  probing	
  
beyond	
  what	
  a	
  survey	
  can	
  reveal	
  
Because “zooming out” is a game-changer
Why	
  Ethnography	
  MaLers	
  
Why	
  Ethnography,	
  not	
  Usability	
  TesIng	
  
Studying	
  people	
  in	
  their	
  environment	
  means	
  studying	
  people	
  in	
  their	
  natural,	
  
comfortable	
  state.	
  You	
  are	
  also	
  learning	
  about	
  the	
  seRng	
  in	
  which	
  they	
  do	
  whatever	
  it	
  
is	
  you	
  are	
  curious	
  about.	
  
Ethnography	
  is	
  most	
  effec:ve	
  for	
  a	
  specific	
  market	
  or	
  a	
  popula:on:	
  
“We	
  want	
  to	
  learn	
  more	
  about	
  how	
  [who]	
  approaches/thinks	
  about	
  [what	
  big	
  thing].	
  
“But	
  what	
  if	
  I	
  don’t	
  hear	
  about	
  [my	
  product/company/big	
  thing]?”	
  
College	
  Students	
  Study	
  
Digging deep to understanding their digital lives
15	
  4	
   3	
  
22	
  Students:	
  
High	
  	
  
School	
  
College	
  
Graduate	
  	
  
School	
  
Schools included MIT, UNLV, Rice, Georgetown,
UMass Amherst, GWU, UCSF, and more 	
  
Research
It’s about guided
self-serve. Because
remember, it’s midnight.
Research is done close to
midnight. 11pm typical
peak hour.
Research roadblock?
Friend or roommate.
Whoever is sitting next to
you on the couch.
From the couch. At home.
With the doorbell ringing,
the tv on and the dog
barking.
CouchLate
FriendsSelf-Serve
The	
  Reality	
  of	
  Student	
  Research	
  
Worry,
anxiety
Presearch:
Google
Presearch:
Wikipedia
Then,
“Serious
Research”
The	
  Process	
  
First stop worry; then Google
Presearch*	
  is	
  the	
  pre-­‐work.	
  	
  
It’s	
  the	
  stretch	
  before	
  the	
  run,	
  the	
  warm-­‐up	
  before	
  the	
  debate,	
  the	
  prac:ce	
  before	
  the	
  game.	
  	
  
	
  The	
  work	
  before	
  “it	
  counts”.	
  
*Allison	
  Head	
  PhD	
  &	
  Project	
  Informa>on	
  Literacy,	
  2013	
  
1	
  
2	
  
3	
  
The	
  overview	
  in	
  “layman’s	
  language”	
  
The	
  table	
  of	
  contents	
  –	
  “preview”	
  
The	
  references	
  and	
  external	
  links	
  at	
  the	
  
boLom	
  
Because users like an overview they can understand
Wikipedia	
  
User discovery
The	
  Research	
  Process	
  
Insights	
  into	
  AcIon	
  
How users choose
Results	
  
Learned:	
  Strategic	
  Searching	
  
• In the last 18-24 months, EBSCO’s
research has shown a learning curve of
younger students on Google, due to teacher
instruction.
• “I’m looking for a .edu and a .org, they are
more reliable.”
• “My teacher showed me how to search and
not include .com’s”
• On the part of educators, awareness and
acceptance that students are starting with the
Google-Wikipedia ‘pre-search’ cycle.
Middle	
  &	
  High	
  School:	
  
•  Should	
  I	
  stay	
  or	
  should	
  I	
  go?	
  
•  Is	
  this	
  the	
  tool	
  for	
  me?	
  
•  Decisions	
  made	
  in	
  seconds,	
  
not	
  minutes	
  
•  Page	
  1	
  ma`ers	
  most	
  
•  Searching	
  is	
  an	
  emo:onal	
  
process	
  
Search	
  Results:	
  	
  
“The	
  New	
  Black”	
  
 	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  Skimming	
  and	
  scanning	
  	
  	
  	
  	
  	
  	
  
Deep,	
  thorough	
  reading	
  is	
  not	
  happening	
  on	
  the	
  results	
  page:	
  
!  Internet	
  bringing	
  on	
  an	
  “eye	
  byte”	
  culture	
  
!  Online	
  reading	
  is	
  nonlinear	
  reading	
  
!  Online	
  &	
  offline	
  compe::on	
  for	
  a`en:on	
  
	
  
!  Bi-­‐literate	
  brain	
  to	
  switch	
  between	
  modes	
  “cursory	
  sentence	
  
galloping”	
  vs.	
  deep	
  reading	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  -­‐	
  Maryanne	
  Wolf,	
  PhD,	
  Tucs	
  University	
  
	
  
The	
  New	
  Basic	
  
!  Once	
  a	
  pass-­‐through	
  to	
  the	
  detailed	
  record,	
  students	
  
are	
  now	
  using	
  search	
  results	
  as	
  a	
  point	
  of	
  triage.	
  
	
  
!  From	
  finding	
  sources,	
  to	
  weeding	
  &	
  narrowing	
  
!  Laptop	
  stays	
  open	
  for	
  the	
  dura:on.	
  Word	
  document	
  
becomes	
  the	
  working	
  inventory,	
  then	
  the	
  paper.	
  
!  Disconnect	
  between	
  permalink	
  use	
  and	
  copy	
  &	
  paste	
  
ethnographic	
  observa:ons.	
  
!  Opening	
  new	
  browser	
  tabs	
  for	
  possibili:es	
  (“page	
  
parking	
  is	
  the	
  new	
  pogo-­‐s:cking”	
  –	
  NNGroup).	
  
	
  
Comprehension of library terms
“Say	
  What?”	
  
Researcher: Khalilah Gambrell
The	
  Library-­‐Ese	
  Study:	
  Key	
  Findings	
  
208	
  students:	
  57%	
  public/30%	
  private/13%	
  community	
  college	
  
	
  • 60% are “intermediate researchers”, 33% “novice researchers”
• First step – to search & gather information; next: to narrow topic
• Greatest influence = professors; who do I turn to = friend/peer (research from
home), also faculty
• 65% received information literacy instruction in high school
• The library website – 40% find it moderately to very challenging, 15% have never
used
• Majority are conducting basic searches (71%) – advanced search is considered a
method for increased relevance, currency, combinations (Boolean)
• 88% don’t know what the term “Boolean” means
• Biggest challenge? Evaluating the best resources and items for my topic (41%),
followed by writing my paper (18%)
Researcher: Khalilah Gambrell
The	
  Library-­‐Ese	
  Study:	
  Key	
  Findings	
  (cont’d)	
  
Filters:	
  83%	
  
Researcher: Khalilah Gambrell
The	
  Library-­‐Ese	
  Study:	
  Key	
  Findings	
  (cont’d)	
  
CHINESE STUDENT RESEARCH	
   EPISODIC
• 	
  Consult	
  with	
  professor	
  ini:ally,	
  then	
  again	
  throughout	
  the	
  process	
  
• 	
  No	
  access	
  to	
  Google	
  (but	
  Baidu),	
  yet	
  similar	
  anxie:es	
  
• 	
  Chinese	
  students	
  persist	
  through	
  the	
  ini:al	
  challenges	
  
• 	
  Back	
  and	
  forth	
  between	
  search	
  engines	
  and	
  scholarly	
  sources	
  
	
  
Researcher: Lin Lin
dormancy	
  
PRESEARCH;
SIZING & SCOPING
“I work better under pressure.”
Initial Assignment
(anxiety spikes) 	
  
Research phase
US STUDENT RESEARCH	
   MICROBURSTS
one	
  
two	
  
Researcher: Lin Lin
Questions?
Be	
  in	
  touch	
  
@bykatelawrence
klawrence@ebsco.com

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Student Researchers Reveal Habits and Challenges

  • 1. Student  Researchers:   Kate Lawrence, VP User Research NEASIST 2016: UX & You - User Experience Design and Research January 6, 2016 klawrence@ebsco.com @bykatelawrence The Reality Show
  • 2. What  trends,  ideas  and  thoughts     are  you  excited  about:       In  UX?     In  User  Research?    
  • 3. User  Research  at  EBSCO   Data  Mining   What  the  metrics   tell  us  about  our   users   Secondary  Research   What  the  literature  search   shows;  makes  findings   extensible   Primary  Research   Matching  method  to   ques:on  is  the  key;  70+   studies  per  year  at   EBSCO  
  • 4. Contextual  Inquiry   Ethnographic,  user-­‐driven     research  method   Surveys   Powerful  tools  such  as  Qualtrics  let  us  create   heat  maps  and  other  visuals  to  process  feedback   Key  User  Interviews   Usability  TesIng   Classic  research  method  to  iden:fy  obstacles   in  a  UI.  Now  –  usertes:ng.com   Video  Diary  Studies   Perfect  for  teenagers;  allows  freedom,   flexibility  within  a  task  framework   Card  SorIng   Suitable  for  naviga:on  analysis   For seeing the larger picture, ethnography stands out from the rest Many  research  methods   Speaking  with  our  customers  and  probing   beyond  what  a  survey  can  reveal  
  • 5. Because “zooming out” is a game-changer Why  Ethnography  MaLers  
  • 6. Why  Ethnography,  not  Usability  TesIng   Studying  people  in  their  environment  means  studying  people  in  their  natural,   comfortable  state.  You  are  also  learning  about  the  seRng  in  which  they  do  whatever  it   is  you  are  curious  about.   Ethnography  is  most  effec:ve  for  a  specific  market  or  a  popula:on:   “We  want  to  learn  more  about  how  [who]  approaches/thinks  about  [what  big  thing].   “But  what  if  I  don’t  hear  about  [my  product/company/big  thing]?”  
  • 7. College  Students  Study   Digging deep to understanding their digital lives 15  4   3   22  Students:   High     School   College   Graduate     School   Schools included MIT, UNLV, Rice, Georgetown, UMass Amherst, GWU, UCSF, and more  
  • 8. Research It’s about guided self-serve. Because remember, it’s midnight. Research is done close to midnight. 11pm typical peak hour. Research roadblock? Friend or roommate. Whoever is sitting next to you on the couch. From the couch. At home. With the doorbell ringing, the tv on and the dog barking. CouchLate FriendsSelf-Serve The  Reality  of  Student  Research  
  • 9. Worry, anxiety Presearch: Google Presearch: Wikipedia Then, “Serious Research” The  Process   First stop worry; then Google Presearch*  is  the  pre-­‐work.     It’s  the  stretch  before  the  run,  the  warm-­‐up  before  the  debate,  the  prac:ce  before  the  game.      The  work  before  “it  counts”.   *Allison  Head  PhD  &  Project  Informa>on  Literacy,  2013  
  • 10.
  • 11.
  • 12. 1   2   3   The  overview  in  “layman’s  language”   The  table  of  contents  –  “preview”   The  references  and  external  links  at  the   boLom   Because users like an overview they can understand Wikipedia  
  • 16. Learned:  Strategic  Searching   • In the last 18-24 months, EBSCO’s research has shown a learning curve of younger students on Google, due to teacher instruction. • “I’m looking for a .edu and a .org, they are more reliable.” • “My teacher showed me how to search and not include .com’s” • On the part of educators, awareness and acceptance that students are starting with the Google-Wikipedia ‘pre-search’ cycle. Middle  &  High  School:  
  • 17. •  Should  I  stay  or  should  I  go?   •  Is  this  the  tool  for  me?   •  Decisions  made  in  seconds,   not  minutes   •  Page  1  ma`ers  most   •  Searching  is  an  emo:onal   process   Search  Results:     “The  New  Black”  
  • 18.                                                    Skimming  and  scanning              
  • 19. Deep,  thorough  reading  is  not  happening  on  the  results  page:   !  Internet  bringing  on  an  “eye  byte”  culture   !  Online  reading  is  nonlinear  reading   !  Online  &  offline  compe::on  for  a`en:on     !  Bi-­‐literate  brain  to  switch  between  modes  “cursory  sentence   galloping”  vs.  deep  reading                                                                                                                                                                                                        -­‐  Maryanne  Wolf,  PhD,  Tucs  University    
  • 20. The  New  Basic   !  Once  a  pass-­‐through  to  the  detailed  record,  students   are  now  using  search  results  as  a  point  of  triage.     !  From  finding  sources,  to  weeding  &  narrowing   !  Laptop  stays  open  for  the  dura:on.  Word  document   becomes  the  working  inventory,  then  the  paper.   !  Disconnect  between  permalink  use  and  copy  &  paste   ethnographic  observa:ons.   !  Opening  new  browser  tabs  for  possibili:es  (“page   parking  is  the  new  pogo-­‐s:cking”  –  NNGroup).    
  • 21. Comprehension of library terms “Say  What?”  
  • 22. Researcher: Khalilah Gambrell The  Library-­‐Ese  Study:  Key  Findings   208  students:  57%  public/30%  private/13%  community  college    • 60% are “intermediate researchers”, 33% “novice researchers” • First step – to search & gather information; next: to narrow topic • Greatest influence = professors; who do I turn to = friend/peer (research from home), also faculty • 65% received information literacy instruction in high school • The library website – 40% find it moderately to very challenging, 15% have never used • Majority are conducting basic searches (71%) – advanced search is considered a method for increased relevance, currency, combinations (Boolean) • 88% don’t know what the term “Boolean” means • Biggest challenge? Evaluating the best resources and items for my topic (41%), followed by writing my paper (18%)
  • 23. Researcher: Khalilah Gambrell The  Library-­‐Ese  Study:  Key  Findings  (cont’d)   Filters:  83%  
  • 24. Researcher: Khalilah Gambrell The  Library-­‐Ese  Study:  Key  Findings  (cont’d)  
  • 25. CHINESE STUDENT RESEARCH   EPISODIC •   Consult  with  professor  ini:ally,  then  again  throughout  the  process   •   No  access  to  Google  (but  Baidu),  yet  similar  anxie:es   •   Chinese  students  persist  through  the  ini:al  challenges   •   Back  and  forth  between  search  engines  and  scholarly  sources     Researcher: Lin Lin
  • 26. dormancy   PRESEARCH; SIZING & SCOPING “I work better under pressure.” Initial Assignment (anxiety spikes)   Research phase US STUDENT RESEARCH   MICROBURSTS one   two   Researcher: Lin Lin
  • 28. Be  in  touch   @bykatelawrence klawrence@ebsco.com