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Overcoming the Challenges to Creating a Single Online User Experience Rachel Vacek, Head of Web Services University of Houston Libraries @vacekrae #amigostech Amigos Conference - Technology: Unexpected Consequences of Legislation and Policies in Libraries February 8. 2012
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Overcoming the Challenges to Creating an Online User Experience

Jan 14, 2015

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Rachel Vacek

The modern library web environment consists of multiple content sources and applications that perform essential functions that often overlap and could potentially create a fractured user experience. For example, content in a library’s website may be replicated in LibGuides, blogs, a knowledge base, or even a course management system like Blackboard. Search functionality in a discovery platform may be replicated in a federated search tool or the ILS OPAC. What's even more challenging is that all these tools might be managed by different departments within your library. This presentation will highlight the technical and political challenges to building a single web experience for users and really focus on how to overcome these challenges.
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Page 1: Overcoming the Challenges to Creating an Online User Experience

Overcoming the Challenges to Creating a Single Online

User Experience

Rachel Vacek, Head of Web ServicesUniversity of Houston Libraries

@vacekrae#amigostech

Amigos Conference - Technology: Unexpected

Consequences of Legislation and Policies in Libraries

February 8. 2012

Page 2: Overcoming the Challenges to Creating an Online User Experience

Poll #1

@vacekrae#amigostech

What area do you work in within your library?• Systems/Web/ER/ILS• Reference/Public Service• Technical Services/Cataloging• Access/Circulation/ILL• Administration• Other

Page 3: Overcoming the Challenges to Creating an Online User Experience

Overview

• Examine today’s challenges of managing library websites

• Understand what a single online user experience means

• Learn tips for overcoming these challenges

@vacekrae#amigostech

Page 4: Overcoming the Challenges to Creating an Online User Experience

What are the challenges?

@vacekrae#amigostech

Page 5: Overcoming the Challenges to Creating an Online User Experience

Multiple Applications

@vacekrae#amigostech

Page 6: Overcoming the Challenges to Creating an Online User Experience

Poll #2

@vacekrae#amigostech

How many different applications are integrated within your website?• 1-5• 6-10• 11-15• More than 15

Page 7: Overcoming the Challenges to Creating an Online User Experience

Poll #3

@vacekrae#amigostech

Who manages each of those applications integrated into your website?• Each application is managed by a different

individual/department/committee• Multiple

individuals/departments/committees manage multiple applications

• One individual/department/committee manages all of the applications

Page 8: Overcoming the Challenges to Creating an Online User Experience

Multiple Access Points

@vacekrae#amigostech

Page 9: Overcoming the Challenges to Creating an Online User Experience

Plethora of Access Points

• info.lib.uh.edu• library.uh.edu• guides.lib.uh.edu• digital.lib.uh.edu• search.lib.uh.edu• weblogs.lib.uh.edu• ask.lib.uh.edu

• archon.lib.uh.edu• uh.edu/library• uh.edu/libraries• lws.uh.edu• login.ezproxy.lib.uh.edu• illiad.lib.uh.edu

@vacekrae#amigostech

Page 10: Overcoming the Challenges to Creating an Online User Experience

Branding

• Library branding• Overarching institutional branding• Logos• Colors• Fonts• Functionality• Consistency between virtual & physical

branding

@vacekrae#amigostech

Page 11: Overcoming the Challenges to Creating an Online User Experience

@vacekrae#amigostech

Page 12: Overcoming the Challenges to Creating an Online User Experience

Proprietary products can be difficult to customize in a uniform way

@vacekrae#amigostech

Page 13: Overcoming the Challenges to Creating an Online User Experience

• Academic • School libraries• Public libraries• Special Libraries

– Business– Law– Medical– etc.

Different Library Types

@vacekrae#amigostech

Page 14: Overcoming the Challenges to Creating an Online User Experience

Multiple Sources for Content Creation

• Website CMS• Mobile website CMS• LibGuides• LibAnswers• Blogs

…And multiple people throughout the library create that content

@vacekrae#amigostech

Page 15: Overcoming the Challenges to Creating an Online User Experience

Organizational PoliticsApplications might be administered bydifferent departments

• Public/Access/Liaison Services– Guides, IM/virtual reference– Blogs/social media/communication

channels– ILL/reserves

• Technical Services– Catalog– Discovery layer

@vacekrae#amigostech

Page 16: Overcoming the Challenges to Creating an Online User Experience

Organizational Politics

• Special Collections/Digital Services– Finding aid tool– Local/institutional repository

• Information Technology Services– Server/website access– Network/user accounts

@vacekrae#amigostech

Page 17: Overcoming the Challenges to Creating an Online User Experience

Assessment Tools

Google Analytics

Transaction logs

Click Analytics

Database A

Database B

Database C

Can apply these across your library’s

web presence

Analytics from separate sources

can be challenging to compare

@vacekrae#amigostech

Page 18: Overcoming the Challenges to Creating an Online User Experience

Programming Resources

• In-house (or community-contributed) custom programming can help hide the seams

• Too few libraries have advanced programming knowledge or skills in-house

• While this is changing in larger organizations, some smaller libraries will not be able to hire a programmer for the foreseeable future, if ever

@vacekrae#amigostech

Page 19: Overcoming the Challenges to Creating an Online User Experience

Where is the user?

Library Website (Drupal)

Discovery Layer

(Summon)

Link Resolver (Serials

Solutions)

Database (various)

Full-text article

Example: User looks for an article from home

@vacekrae#amigostech

Page 20: Overcoming the Challenges to Creating an Online User Experience

@vacekrae#amigostech

Page 21: Overcoming the Challenges to Creating an Online User Experience

Enough is enough!

@vacekrae#amigostech

Page 22: Overcoming the Challenges to Creating an Online User Experience

What is a single user experience?

@vacekrae#amigostech

Page 23: Overcoming the Challenges to Creating an Online User Experience

Poll #4

@vacekrae#amigostech

Does someone in your library oversee the entire web presence?• Yes, an individual• Yes, a department, team, or committee• No, each person or department

manages their own section• Not sure

Page 24: Overcoming the Challenges to Creating an Online User Experience

User Experience (UX)

• Accessibility

• Information Architecture

• Interaction design

• Writing for the web

• Usability and usefulness testing

• User research

• Visual design

• Web analytics

@vacekrae#amigostech

Page 25: Overcoming the Challenges to Creating an Online User Experience

Single User Experience

Apply UX concepts across your website’s multiple applications and

content sources so users feel like they are interacting with a single website

Page 26: Overcoming the Challenges to Creating an Online User Experience

Interface, branding and functionality should be familiar across systems

@vacekrae#amigostech

Page 27: Overcoming the Challenges to Creating an Online User Experience

Single UX isn’t easy

1 website = 1 UX

1 website with multiple applications integrated well = 1 UX

1 website with multiple applications not well integrated = Multiple UX

Multiple UX across 1 website = Confused users

Comple

xity

@vacekrae#amigostech

Page 28: Overcoming the Challenges to Creating an Online User Experience

How to get there

@vacekrae#amigostech

Page 29: Overcoming the Challenges to Creating an Online User Experience

Tip #1: Ask questions

• What is the purpose of the website?• What is the purpose of each section

of the site?• Who is the audience?• Is the branding and content presented

consistently across every application?• Is the functionality associated with

each user behavior presented consistently?

@vacekrae#amigostech

Page 30: Overcoming the Challenges to Creating an Online User Experience

Tip #2: Create content style guides

• Provide consistency • Clear up confusion among multiple

contributors • Resolve questions on frequently

problematic elements like abbreviations, capitalization, tone, brand, naming conventions– Rockwell Pavilion vs. EDR Pavilion– User vs. patron– Website vs. web site

@vacekrae#amigostech

Page 31: Overcoming the Challenges to Creating an Online User Experience

Tip #3: Create consistent brand

• Establish a plan for using:– Fonts– Colors– Logos

• Create consistent user expectations

@vacekrae#amigostech

Page 32: Overcoming the Challenges to Creating an Online User Experience

Tip #4: Create a consistent social media presence

• Branding• Voice• Be engaging

• Be frequent• Integrate where

appropriate

@vacekrae#amigostech

Page 33: Overcoming the Challenges to Creating an Online User Experience

Tip #4: Take advantage of APIs

• Some APIs allow for complex interactions, others just permit widget construction

• Most ILSs, institutional repositories and discovery platforms provide APIs

• Many content management systems also have APIs

• Structured data coupled with APIs means content can more easily be pulled across multiple platforms

• Helps to prevent duplicative work@vacekrae

#amigostech

Page 34: Overcoming the Challenges to Creating an Online User Experience

Tip #5: Create appearance of uniformity

• Start with high impact, low effort projects

• Use consistent branding

• Streamline the data sources you control

• Try to employ similar functionality across applications

@vacekrae#amigostech

Page 35: Overcoming the Challenges to Creating an Online User Experience

Tip #6: Play the politics game• Create buy-in from all stakeholders when making

decisions about a web application• Some people can be territorial about the systems

they manage, but remember you are working together to provide the best services you can for your library

• Try to get involved in all decisions about the services your library offers on the web

• Accept the limitations of your environment– Tech skills– Staffing– Funding– Time@vacekrae

#amigostech

Page 36: Overcoming the Challenges to Creating an Online User Experience

Tip #7: Be nice to others

• If you aren’t the manager of an application that is integrated into the library’s website, it means that you will have to work closely with others

• Not everyone willgrasp the importanceof a single UX – help them to understand

@vacekrae#amigostech

Page 37: Overcoming the Challenges to Creating an Online User Experience

Tip #8: Research before you buy

• Is the user interface customizable?• Are there APIs available?• Can you push out or pull in structured data?• How is the customer support?• Is there an open source version of the

application?• Are many other libraries using this

application?• How will this application integrate with the

other existing systems?@vacekrae

#amigostech

Page 38: Overcoming the Challenges to Creating an Online User Experience

Is a cohesive single user experience even possible?

Yes, but it’s not easy.@vacekrae

#amigostech

Page 39: Overcoming the Challenges to Creating an Online User Experience

Thanks!

Rachel VacekHead of Web ServicesUniversity of Houston Libraries

[email protected]

Presentation also available on http://www.slideshare.net/vacekrae

@vacekrae#amigostech