97 poe


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97 poe

  1. 1. Make Your SiteEverybody’s Favorite ! Felicia Poe eScholarship Editions Program California Digital Library University of California www.cdlib.org
  2. 2. Overview• The California Digital Library (CDL)• We share your pain!• Search screens: principles and features• Displaying and navigating search results• Essential services• But nobody uses “Help”!• Conclusion
  3. 3. California Digital Library (CDL)• Established in 1997• Work on behalf of ten UC campus libraries• License 8,000+ electronic journals and 250 A&I and reference databases• Proactively communicate UC’s needs to vendors
  4. 4. CDL Resource Liaison Program • Campus-based • Monitor & conduct ongoing evaluation of electronic products • Focus: functionality, usability, performance, completeness of content • Make recommendations to producers for enhancements
  5. 5. We share your pain! • Ever-increasing user expectations • Contradictions: desire for Google-like interface coupled with increased functionalities • Communication quandary: end-users, intermediaries, vendors, publishers, account reps, technologists, designers…
  6. 6. CDL Evaluation Criteria Tools• “User Interface Principles” www.cdlib.org/vendors/Interface_Principles.rtf• “Resource Selection/Evaluation Criteria” (Handout)
  7. 7. Search Screen Principles • Purpose: aid users in crafting an efficient and effective search • Familiar, consistent terminology • Intuitive and flexible for both novice and advanced users • Clean graphics on an uncluttered screen
  8. 8. Search Screen Features • Default: Basic Search with link to Advanced Search • Keyword and exact phrase searching • Field searching, e.g., “author” “title” • Ability to limit a search by format, language, dates, full-text, etc.
  9. 9. Display and Navigation: Principles • Let users know where they are now and how they can return to where they were • Allow users to back up or exit at any point without loosing previous work • Support a logical sequence of tasks with a limited number of steps
  10. 10. Display and Navigation: Features • Display: Citation/Short/Full/Abstracts • Formats: PDF, HTML with durable links • Highlight search terms or “match point” • Configurable records per page • Ability to sort/rank • Indicate to user which volumes/issues are accessible, e.g., “You Have Access”
  11. 11. Essential Features and Services• Print: remove graphics, HTML formatting• Email: all formats; allow message, topic line• Download: citation management software• Save/mark: within and across sessions• Update/Current Awareness service• Ability to pass users to institutional holdings, document delivery services
  12. 12. But Nobody Uses Help! • Useful error messages: state problem and offer alternative • Glossary of terms and Help topics • “How to…” • Feedback: encourage users to send an email, phone, ask questions! • Technical support is essential
  13. 13. Conclusion: Know Your Users! • Need for constant improvement of user interfaces • Conduct user/usability testing • Create partnerships with customers • Actively solicit feedback