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© 2015 Ex Libris | Confidential & Proprietary Name Delivering the Experience that Users Expect: Core Principles for Designing Library Discovery Services
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Ux core principles for designing library discovery services

Jan 23, 2018

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Dani GUZMAN
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Page 1: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary

Name

Delivering the Experience that Users Expect:

Core Principles for Designing Library Discovery Services

Page 2: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

The Future is Here

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Page 3: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary

Agenda

1 UX Principles for Web and Discovery

2

3

Selecting the Right Technology

UX in Action – Primo User Interface

3

Page 4: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

A Rapidly Changing Landscape

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DYNAMIC ADJUSTMENTS

NeedsHabits

Devices

USER BEHAVIOR

Infrastructure

Design frameworks

TECHNOLOGIES

FUNCTIONALITY | DESIGN | PERFORMANCE

Page 5: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Key Insights into User Experience

5

Primo Central Log Analysis

Ex Libris User Studies

Customer Feedback

Increased use of mobile devices

Learning through discovery

Diverse needs of students &

faculty

Known-items searches

> 50% of queries

Reading lists: key gateway to the

library for undergraduates

Differences across

disciplines

Page 6: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Addressing Diverse Discovery Needs

Quick delivery of the most relevant results

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Optimization

Search and Find

Learning

Personalization

Exploration

Quick delivery of the most relevant results

Human learning through a discovery process

Search results tailored to user’s profile and preferences

Serendipitous discovery via recommendations, trails & browsing

Page 7: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary 7

Designing for Today’s User: Core Principles

Page 8: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 8

UX Core Principles for Web Design

Serendipitous Discovery

Personalization

Intuitive DesignOne Experience across Devices

Action-oriented

Page 9: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

One Experience across Devices

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ONE EXPERIENCE ACROSS DEVICES

MOBILE IS THE NEW “BLACK”

Page 10: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

One Experience: What Does it Mean in the World of Discovery?

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Identify important functionality and prioritize

Adjust clickable buttons to touch experience

Leverage personalized mobile experience

Page 11: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Intuitive Design to Simplify Tasks

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CLEAN LOOK & FEEL | DIGESTIBLE | “GLANCEBILTY” | GRADUAL EXPOSURE

INTUITIVE DESIGN

WHAT DOES IT MEAN IN THE WORLD OF DISCOVERY?

• Display relevant data only

• Display relevant services only

• Minimize tabs and dropdowns

• Consistent view

Page 12: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Action-oriented

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ACTION-ORIENTED

WHAT IS MY NEXT STEP? | ONE-CLICK DISTANCE | INTERACTIVE DESIGN

WHAT DOES IT MEAN IN THE WORLD OF DISCOVERY?

• Pre and post search options to quickly zoom-in on relevant results

• Quick access to full text and OPAC functionality

• Highlight favorite results

Page 13: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Personalization

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PERSONALIZATION

ONE SIZE DOESN’T FIT ALL | UNDERSTAND PERSONAS

WHAT DOES IT MEAN IN THE WORLD OF DISCOVERY?

• Discipline

• Recency

• Materials type

• Degree

Page 14: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Serendipity

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WHAT DOES IT MEAN IN THE WORLD OF DISCOVERY?

• Recommendations

• Citation trails

• Browse

“PLEASANT SURPRISES” | ADDRESS RELATED NEEDS | WISDOM OF THE CROWD | TRAILS

SERENDIPITY

Page 15: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary 15

Selecting the Right Technology for a Great Experience and

Optimal Performance

Page 16: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Native Vs. Responsive

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TECHNOLOGY

Page 17: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

The Right Technology for Addressing Requirements

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CLIENT SIDE VS. SERVER SIDE | REST APIS | SINGLE PAGE APPLICATIONS | ACCESSIBILITY | SECURITY & PRIVACY

TECHNOLOGY

WHAT DOES IT MEAN IN THE WORLD OF DISCOVERY?

• Single page application –performance

• Endless scrolling vs. pagination

• Regulatory requirements

Page 18: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary 18

UX in Action: The Primo New User

Interface

Page 19: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Primo User Interface: Discovery On the Go from Any Device

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HTML 5, responsive design

Desktop, mobile and tablet

Click for Demo

Page 20: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Clear, Intuitive Design

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Page 21: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Gradual Exposure of Information

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Page 22: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Action Menu: One Click from the Result List

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Page 23: Ux core principles for designing library discovery services

© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary

Favorites Screen: A Consistent Display for all Workflows

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Page 24: Ux core principles for designing library discovery services

THANK YOU