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© 2015 Ex Libris | Confidential & Proprietary
Maciej Dziubecki
Warsaw 15.05.2017
Delivering the Experience that Users Expect:
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
2
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
A Rapidly Changing Landscape
3
DYNAMIC ADJUSTMENTS
Needs
Habits
Devices
USER BEHAVIOR
Infrastructure
Design
frameworks
TECHNOLOGIES
FUNCTIONALITY | DESIGN | PERFORMANCE
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Key Insights into User Experience
4
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
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Addressing Diverse Discovery Needs
Quick delivery of the most relevant results
5
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
© 2015 Ex Libris | Confidential & Proprietary 6
Designing for Today’s User:
Core Principles
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 7
UX Core Principles for Web Design
Serendipitous
Discovery
Personalization
Intuitive DesignOne Experience
across Devices
Action-oriented
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
One Experience across Devices
8
ONE EXPERIENCE
ACROSS DEVICES
MOBILE IS THE NEW “BLACK”MOBILE IS THE NEW “BLACK”
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 9
There are officially
more mobile
devices than people
in the world
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary
INTRODUCING ALMA MOBILE
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Pick Up From Shelf
11
Swipe left
to see
more
options
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Pick Up From Shelf
12
Swipe left
to see
more
options
You can “Mark as
missing”, “Cancel
request“, or
“Convert to
resource sharing”
under More
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Scan-In Items
13
The camera will
read a
barcode/QR code
and display the
item information
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Google and Forrester Research into Mobile Behavior 2015
14
Micro Moments
A micro moment is a mobile moment that
requires only a glance to identify and delivers
quick information that you can either consume
immediately, or act on immediately.
Mobile Moment
A mobile moment is a point in which a person
pulls out a mobile to get what he or she wants,
immediately and in context.
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Google and Forrester Research into Mobile Behavior 2015
15
Mobile Moments provide the ability to get users
to interact more frequently and to develop a
deeper personal relationship.
“Mobile Moments are Mandatory for Mobile Success”
Source: 2015 Google and Forrester Research
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
A customer walks into a
Starbucks coffee shop, her
Starbucks app knows that
she is inside and brings to
the screen a selection of her
most-often purchased
products, allowing her to
order while standing in line.
Examples of Mobile Moments
16
1 in 10 purchases are
mobile.
Mobile payment volume
up by 73% in 2014.
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Personalized Recruiting & Enrollment
17
Create personalized itineraries for
campus visits
Deliver targeted content and
notifications throughout the pre-
enrollment process
Send notifications at the start of campus
sessions
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Personalized Information in a Moment
18
Personalized Notifications
Smartphones allows us to send notifications alerting on
important activities such as classes cancelled, books overdue,
assignments to complete and more.
“When we can interact with our data in short bursts via
notifications… Apps will become more about information
and communications; we’re going to think of them as
services instead of as windows onto our data”
Mat Honan, WIRED
http://www.wired.com/2014/06/smartphone-notifications/
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Personalized Contextual Moments
19
campusM and iBeacons understand users position on a micro-
local scale, and delivers hyper-contextual personalized content
to users based on location.
Class
Attendance
Library
Entrance
Hotspots
Visitor
Orientation
Prospects points of
interest
Emergency
Location
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
One Experience: What Does it Mean in the World of Discovery?
20
Identify important
functionality and
prioritize
Adjust clickable
buttons to touch
experience
Leverage
personalized mobile
experience
ONE EXPERIENCE
ACROSS DEVICES
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 21
UX Core Principles for Web Design
Serendipitous
Discovery
Personalization
Intuitive DesignOne Experience
across Devices
Action-oriented
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Intuitive Design to Simplify Tasks
22
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
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Action-oriented
23
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
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Personalization
24
PERSONALIZATION
ONE SIZE DOESN’T FIT ALL | UNDERSTAND PERSONAS
WHAT DOES IT MEAN IN THE
WORLD OF DISCOVERY?
• Discipline
• Recency
• Materials type
• Degree
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Serendipity
25
WHAT DOES IT MEAN IN THE
WORLD OF DISCOVERY?
• Recommendations
• Citation trails
• Browse
“PLEASANT SURPRISES” | ADDRESS RELATED NEEDS | WISDOM OF THE CROWD | TRAILS
SERENDIPITY
© 2015 Ex Libris | Confidential & Proprietary 26
Selecting the Right Technology
for a Great Experience and
Optimal Performance
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Native Vs. Responsive
27
TECHNOLOGY
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
The Right Technology for Addressing Requirements
28
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
© 2015 Ex Libris | Confidential & Proprietary 29
UX in Action:
The Primo New User
Interface
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Primo User Interface: Discovery On the Go from Any Device
30
HTML 5, responsive design
Desktop, mobile and tablet
Click for Demo
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Clear, Intuitive Design
31
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Gradual Exposure of Information
32
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Action Menu: One Click from the Result List
33
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
Favorites Screen: A Consistent Display for all Workflows
34
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 35
UX Core Principles for Web Design
Serendipitous
Discovery
Personalization
Intuitive DesignOne Experience
across Devices
Action-oriented
© 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary
?
QUESTIONS
THANKYOU
m.dziubecki@aleph.pl

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Maciej Dziubecki, Aleph Poland: Applying UX Principles to the Design of Library Discovery Services

  • 1. © 2015 Ex Libris | Confidential & Proprietary Maciej Dziubecki Warsaw 15.05.2017 Delivering the Experience that Users Expect: Core Principles for Designing Library Discovery Services
  • 2. © 2015 Ex Libris | Confidential & Proprietary Agenda 1 UX Principles for Web and Discovery 2 3 Selecting the Right Technology UX in Action 2
  • 3. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary A Rapidly Changing Landscape 3 DYNAMIC ADJUSTMENTS Needs Habits Devices USER BEHAVIOR Infrastructure Design frameworks TECHNOLOGIES FUNCTIONALITY | DESIGN | PERFORMANCE
  • 4. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Key Insights into User Experience 4 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
  • 5. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Addressing Diverse Discovery Needs Quick delivery of the most relevant results 5 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
  • 6. © 2015 Ex Libris | Confidential & Proprietary 6 Designing for Today’s User: Core Principles
  • 7. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 7 UX Core Principles for Web Design Serendipitous Discovery Personalization Intuitive DesignOne Experience across Devices Action-oriented
  • 8. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary One Experience across Devices 8 ONE EXPERIENCE ACROSS DEVICES MOBILE IS THE NEW “BLACK”MOBILE IS THE NEW “BLACK”
  • 9. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 9 There are officially more mobile devices than people in the world ONE EXPERIENCE ACROSS DEVICES
  • 10. © 2015 Ex Libris | Confidential & Proprietary INTRODUCING ALMA MOBILE ONE EXPERIENCE ACROSS DEVICES
  • 11. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Pick Up From Shelf 11 Swipe left to see more options ONE EXPERIENCE ACROSS DEVICES
  • 12. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Pick Up From Shelf 12 Swipe left to see more options You can “Mark as missing”, “Cancel request“, or “Convert to resource sharing” under More ONE EXPERIENCE ACROSS DEVICES
  • 13. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Scan-In Items 13 The camera will read a barcode/QR code and display the item information ONE EXPERIENCE ACROSS DEVICES
  • 14. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Google and Forrester Research into Mobile Behavior 2015 14 Micro Moments A micro moment is a mobile moment that requires only a glance to identify and delivers quick information that you can either consume immediately, or act on immediately. Mobile Moment A mobile moment is a point in which a person pulls out a mobile to get what he or she wants, immediately and in context. ONE EXPERIENCE ACROSS DEVICES
  • 15. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Google and Forrester Research into Mobile Behavior 2015 15 Mobile Moments provide the ability to get users to interact more frequently and to develop a deeper personal relationship. “Mobile Moments are Mandatory for Mobile Success” Source: 2015 Google and Forrester Research ONE EXPERIENCE ACROSS DEVICES
  • 16. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary A customer walks into a Starbucks coffee shop, her Starbucks app knows that she is inside and brings to the screen a selection of her most-often purchased products, allowing her to order while standing in line. Examples of Mobile Moments 16 1 in 10 purchases are mobile. Mobile payment volume up by 73% in 2014. ONE EXPERIENCE ACROSS DEVICES
  • 17. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Personalized Recruiting & Enrollment 17 Create personalized itineraries for campus visits Deliver targeted content and notifications throughout the pre- enrollment process Send notifications at the start of campus sessions ONE EXPERIENCE ACROSS DEVICES
  • 18. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Personalized Information in a Moment 18 Personalized Notifications Smartphones allows us to send notifications alerting on important activities such as classes cancelled, books overdue, assignments to complete and more. “When we can interact with our data in short bursts via notifications… Apps will become more about information and communications; we’re going to think of them as services instead of as windows onto our data” Mat Honan, WIRED http://www.wired.com/2014/06/smartphone-notifications/ ONE EXPERIENCE ACROSS DEVICES
  • 19. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Personalized Contextual Moments 19 campusM and iBeacons understand users position on a micro- local scale, and delivers hyper-contextual personalized content to users based on location. Class Attendance Library Entrance Hotspots Visitor Orientation Prospects points of interest Emergency Location ONE EXPERIENCE ACROSS DEVICES
  • 20. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary One Experience: What Does it Mean in the World of Discovery? 20 Identify important functionality and prioritize Adjust clickable buttons to touch experience Leverage personalized mobile experience ONE EXPERIENCE ACROSS DEVICES
  • 21. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 21 UX Core Principles for Web Design Serendipitous Discovery Personalization Intuitive DesignOne Experience across Devices Action-oriented
  • 22. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Intuitive Design to Simplify Tasks 22 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
  • 23. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Action-oriented 23 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
  • 24. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Personalization 24 PERSONALIZATION ONE SIZE DOESN’T FIT ALL | UNDERSTAND PERSONAS WHAT DOES IT MEAN IN THE WORLD OF DISCOVERY? • Discipline • Recency • Materials type • Degree
  • 25. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Serendipity 25 WHAT DOES IT MEAN IN THE WORLD OF DISCOVERY? • Recommendations • Citation trails • Browse “PLEASANT SURPRISES” | ADDRESS RELATED NEEDS | WISDOM OF THE CROWD | TRAILS SERENDIPITY
  • 26. © 2015 Ex Libris | Confidential & Proprietary 26 Selecting the Right Technology for a Great Experience and Optimal Performance
  • 27. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Native Vs. Responsive 27 TECHNOLOGY
  • 28. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary The Right Technology for Addressing Requirements 28 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
  • 29. © 2015 Ex Libris | Confidential & Proprietary 29 UX in Action: The Primo New User Interface
  • 30. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Primo User Interface: Discovery On the Go from Any Device 30 HTML 5, responsive design Desktop, mobile and tablet Click for Demo
  • 31. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Clear, Intuitive Design 31
  • 32. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Gradual Exposure of Information 32
  • 33. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Action Menu: One Click from the Result List 33
  • 34. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary Favorites Screen: A Consistent Display for all Workflows 34
  • 35. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary 35 UX Core Principles for Web Design Serendipitous Discovery Personalization Intuitive DesignOne Experience across Devices Action-oriented
  • 36. © 2015 Ex Libris | Confidential & Proprietary© 2015 Ex Libris | Confidential & Proprietary ? QUESTIONS