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Creating an
Experience-Centered
Library
Craig M. MacDonald, Ph.D.
Pratt Institute
March 4, 2016
About Me
Full-time assistant professor in the School of
Information at Pratt
Ph.D. in Human-Computer Interaction from
Drexel University
Developed and coordinate UX program at Pratt:
• UX program concentration for MSLIS
• UX Advanced Certificate
• MS in Information Experience Design (fall 2016)
Provide UX consulting for various organizations,
including cultural heritage institutions, media
companies, and start-ups
Q: Is your library doing
“User Experience” right
now?
You might be thinking:
Do we do usability testing of our website?
Do we use LibQual or some other survey to
capture perceptions of our library users?
Do we have a UX librarian, or someone on staff
whose job includes some aspect of UX?
What you should be thinking:
Does our
library exist?
Ignorance is not bliss
Your library is
delivering an
experience
regardless of
how much time,
energy, and
resources you’re
putting into
shaping it.
Q: Is your library doing
“User Experience” right
now?
A: YES. All libraries are
doing UX.
Better Q: Is your library
doing great UX?
What does a great library user
experience look like?
What does great Library User
Experience look like?
- and -
(product)
(process)
Defining The
Library Experience
Part I
UX is often
thought of as a
property of an
digital interface:
“This app has a
great UX!”
“This website’s UX
is terrible!”
Is that really accurate?
For a long time, usability was the defining
property of an interface: it was either usable or
not.
This conclusion was reached through an
(occasionally) rigorous process of usability
evaluation.
• Are users able to complete tasks with effectiveness,
efficiency, and satisfaction?
• Is the interface sufficiently easy to learn and use?
• Are there minimal errors and are these errors easy to
recover from?
SOURCE:
http://www.smashingmagazine.com/2011/03/15/why-user-experience-cannot-be-designed/
UX is not usability
As the industry shifted away from “usability” and toward
“UX” as its main focus, it was seen by some as merely a
change in terminology.
But, UX is not just a new buzzword for usability: it is an
entirely new paradigm.
• Usability: find and fix problems that prevent people from
doing what they want to do
• UX: design interfaces that are pleasurable and engaging to
use
UX is “designing for pleasure, rather than absence of
pain.”
SOURCE:
Hassenzahl & Tractinsky (2006). User experience – a research agenda. Behaviour & Information Technology, 25(2), 91-97.
“Your [product’s] customers aren't won
over by features. They're won over by
the product experience...If you don’t
focus on the core experience, and
instead create a wide but shallow
product, you’ll find your users lost,
confused, or bored, and, more than
likely ready to walk away.”
- Lee Dale, UX Magazine
Is UX a product?
This is a product
“User Experience Design somehow suggests that a designer
has direct control over how every user experiences the
product. A massive exaggeration…Design defines
experience, it doesn’t control it. Used like this, ‘User
Experience Design’ is a big promise that cannot be kept.”
- Oliver Reichenstein, Information Architects Inc.
Products are designed
This is not a product
“User Experience is just a sub-
category of experience, focusing on
a particular mediator...[Experience
Design] is the question of how to
deliberately create and shape
experiences.”
- Marc Hassenzahl, Folkwang University of Arts
Experiences are shaped
UX is an outcome
You can’t design an experience.
You can only design for an experience.
This is a product
This is an outcome
This is a product
This is an outcome
Outcomes are holistic
Outcomes are multi-
facete
d
“You can't
experience the
experience until
you experience it.”
- Bill Moggridge, IDEO
Outcomes are specific
So, an experience is a
holistic, multi-faceted
outcome resulting from an
interaction with a product.
We can’t design the experience.
We can only design the product.
(which, in turn, provides the experience)
UX UIis
not
UX UIis
not
just
^
User Task
Tool
Environment Diagram adapted from Shackel, 1991.
Context is everything*
*Technically, context is everything that matters
The Perpetual Challenge of UX
UX is the intersection of:
– The user(s)
their needs, behaviors, backgrounds,
expectations, etc.
– Their task(s)
what users are trying to do
– Their environment
where, why, and how users are trying to
complete their task
– The tool
what users need to use to complete the
task(s)
Can’t
be designed
Can
be designed
User Task
Environment
“We can design the product...[but] we can shape neither our
users’ expectations nor the situation in which they use what
we have designed.”
- Helge Fredheim, Smashing Magazine
We can design the tool
Tool
WAIT.
That’s not entirely accurate...
Libraries are different
The Perpetual Challenge of UX
UX is the intersection of:
– The user(s)
their needs, behaviors, backgrounds,
expectations, etc.
– Their task(s)
what users are trying to do
– Their environment
where, why, and how users are trying to
complete their task
– The tool
what users need to use to complete the
task(s)
Can kind of
be designed
Can
be designed
library^
Can’t
be designed
User Task
Tool
Environment Diagram adapted from Shackel, 1991.
Context is everything*
*Technically, context is everything that matters
Too Simple!
Tools (digital/outside)
“A good user experience is vital to the
success of a…website and the
institution it serves. If a website is
difficult to use, people leave....If
the essential information is hard to
read - or find! - they will leave.”
- Rob Landry, Plein Air Interactive
Tools (digital/inside)
“Given the increasing pressure on libraries relative to
budgets…we need to take advantage of all the tools at our
disposal. In addition to the energy, creativity, and passion of the
individuals who work in libraries, technology stands as an
important factor that enables libraries to prosper and
successfully serve their communities.”
- Marshall Breeding, Library Technology Guides
Tools (non-digital/outside)
“Many libraries feel the need to market what they’ve done as an
initiative, and then they’re quite often disappointed by it
because it’s been done as a series of one-off activities without
the coherence of a marketing plan…What I see in North
America—in Canada in particular, where they’re more
marketing driven—is that it does make a real difference.”
- Terry Kendrick, Strategic marketing practitioner
Tools (non-digital/inside)
“Let me be clear: a beautiful sign isn’t enough to
save a library or make it relevant to its community,
especially if it communicates a broken policy. It will,
however, do something more subtle but important
when it contributes to an overall pleasant
experience for library users.”
- Aaron Schmidt, Influx / Library Journal
Interactions (structured)
“…library programming is a powerful tool to engage
patrons and keep them coming back for more.”
- Liz Steiner, ALA
Interactions (unstructured)
“The interactions that take place every day between staff
members and library patrons provide a human connection that
results not only in instrumental help in gaining access to useful
resources, but also in emotional help that contributes to a
sense of individual well-being.”
- Catherine Johnson, University of Western Ontario
Spaces (architectural)
“No matter how radical or even outlandish a [building]
design may appear on the outside, the real test is
whether the spaces within are appropriate to the
particular kinds of works the building will shelter.”
- Larry Shiner, University of Illinois
Spaces (transitory)
“UX in libraries needs to be a completely immersive experience.
We make sure…the surroundings are designed to be home-like
with fireplaces, couches, power outlets, lamps, and meeting
rooms. Across the country, libraries are thus transforming
themselves from book warehouses to places where people want
to come and hang out.”
- Amanda Goodman, Darien Library
UX
Tools (digital,
out/inside)
Tools (non-
digital,
out/inside)
Interactions
(structured)
Interactions
(unstructured)
Spaces
(architectural)
Spaces
(transitory)
UX
Physical
• Spaces (architectural)
• Spaces (transitory)
• Interactions (structured)
• Interactions (unstructured)
• Tools (non-digital, outside)
• Tools (non-digital, inside)
Digital
• Tools (digital, outside)
• Tools (digital, inside)
A seamless whole
“Customers interact with businesses not only through many
channels, but also on many devices. Rather than seeing each of
these interactions as a separate experience, users view all
interactions with an organization as part of one larger user
experience. Thus, a company may think, ‘multi-channel service,’
but a customer thinks, “one company, one user
experience.’”
- Nielsen/Norman Group
A cohesive whole
“The challenge for the UX
designer is to identify where,
how, and at what level to
engage in order to
appropriately address this
scope...[and] helping realize
a whole that is greater than
the sum of the parts.”
- Peter Merholz, Adaptive Path
Interactions(structured,unstructured)
Spaces(architectural,transitory)
Tools
(digital/non-
digital,
outside/
inside)
UX
We need a framework that
helps us think about and
talk about these types of
holistic and multi-faceted
experiences.
The service perspective
“Services created in silos are experienced in bits...Often,
each bit of the service is well designed...[but] customers
experience services in totality and base their judgment on
how well everything works together to provide them with
value.”
- Polaine, Løvlie, & Reason, Service Design
Outcome-based
“Services are intangible economic goods—they lead to
outcomes as opposed to physical things customers own.
Outcomes are generated by value exchanges that occur
through…touchpoints.”
- Lauren Chapman Ruiz, Senior Interaction Designer at Cooper
Touchpoints & Channels
“[UX is] designing for all the
touchpoints a person has
with a business regardless of
channel.”
- Nick Finck
What if your
library thought
about every
touchpoint the
same way you
think about
reference
interactions?
What if your
library thought
about your physical
touchpoints the
same way as your
digital
touchpoints?
Q: So, what does a great
user experience look like?
1
When the service is
Useful
Usefulness means...
It fits the user’s context;
it addresses a need that
actually exists
It works; it helps users
do something they need
to do
2
When the service is
Usable
Usability means...
It is easy to learn; users
can figure out what it
does and how it works
It is easy to use; users
can do things quickly
and without frustration
3
When the service is
Desirable
Desirability means...
It is appealing; it looks
and feels like something
users want
It is engaging; users have
positive memories from
using it
Time matters
Every user
interaction takes
place at a certain
point in time, in a
certain context,
and with the
intention of
meeting a specific
need.
Useful
Usable
Desirable
Consistently
Seamlessly
Contextually
...across every touchpoint
A: When the service is:
Q: So, what does a great
user experience look like?
Useful
Usable
Desirable
Consistently
Seamlessly
Contextually
...across every touchpoint
A: When the service is:
Q: So, what does a great
user experience look like?
Useful
Usable
Desirable
Consistently
Seamlessly
Contextually
...across every touchpoint
A: When the service is:
Q: So, what does a great
user experience look like?
This sounds great...
...but how do we do it?
Shaping the
Library Experience
Part II
UX as a process
“Great user experience
is about translating
user goals and business
needs into compelling
stories”
- Patrick Neeman
?
1 Computer designed by buzzyrobot from the thenounproject.com
What we
design
1 Computer designed by buzzyrobot from the thenounproject.com
2 Watch designed by la-fabrique-créative from the thenounproject.com
3 Check-List designed by Arthur Shlain from the thenounproject.com
How we
design
Create
What we
do to
learn
Research
What we
do to
measure
Assess
What we
make
UX is not just a process
“[UX] strategy is about uncovering the
key challenges in a situation and devising
a way of coordinating effort to overcome
them for a desired outcome.”
-Jim Kalbach
UX is a mindset
You can’t just follow a series of steps.
It’s an approach; a way of thinking.
This is a process
Sketch
Wireframe
Prototype
Develop
Create
Plan
Measure
Analyze
Report
AssessResearch
Plan
Gather
Analyze
Report
This is a mindset
Sketch
Wireframe
Prototype
Develop
Create
Plan
Measure
Analyze
Report
AssessResearch
Plan
Gather
Analyze
Report
Ask the right
question(s) at the
right time
Make the right
stuff, with the
right amount of
detail
Collect data to
confirm you’re
making the right
stuff
UX Usability
Testing
is
not
just
^
UX Usability
Testing
is
not
Q: So, what does great
User Experience look like?
Be grounded
Are you sure you’re
meeting the real needs
of real people?
Are you skeptical and
willing to test key
assumptions?
Be deliberate
Are you taking steps to
make sure you’re headed
down the right path?
Are you investing the
right amounts of time
and money?
Be iterative
Are you regularly testing
to make sure you’re on
the right track?
Are you using test results
to fix things and drive
improvements?
A: When your mindset is:
Q: So, what does great
User Experience look like?
Grounded• Do you know you’re meeting actual needs of real people?
• Do you use data to test key assumptions/hypotheses?
Deliberate• Do you consider all possible alternatives?
• Do you use your resources efficiently?
Iterative• Do you use assessment wisely?
• Do you use assessment results meaningfully?
“I didn’t notice or care that their website was so much
different from their app, and that neither one was
remotely similar to the in-person experience.”
- Nobody, ever
Why? Because
users are discerning
“I bet a lot of people worked really hard on this, so I’ll
cut them some slack if something doesn’t work exactly
the way I want it to work.”
- Nobody, ever
Why? Because
users are demanding
“I didn’t really have a great experience with this, but
that’s OK – I’ll still keep coming back because there’s no
where else I can go.”
- Nobody, ever
Why? Because
users are fickle
Think strategically
“[UX]…is about uncovering the key
challenges in a situation and devising a
way of coordinating effort to overcome
them for a desired outcome.”
- Jim Kalbach, Experiencing Information
“Enlightened trial and error
succeeds over the planning of
the lone genius.”
-Peter Skillman, IDEO
Plan
“I think the overt message of 'fail fast' is actually better
framed as 'experiment fast.' The most effective innovators
succeed through experimentation…by stepping out of the
lab and interacting directly with customers, running
thoughtful experiments, and executing them quickly to learn
quickly what works and what doesn’t.”
- Victor Lombardi, Why We Fail
Fail quickly
“How little design can I do, how little can I invest in developing
the thing and how quickly can I learn something about this
[so] that I can change something immediately…and…do it
different or better the next time I design?”
- Randy Hunt, Etsy
Fail safely
“If the person with the big hunch is wrong and we
don’t find out till after the money is gone, then we
have failed …And because this is the infancy stage of our
product vision, we don’t want to get too attached to any
ideas – especially without proper validation that real
customers will really want our solution.”
- Jaime Levy, User Experience Strategy
Fail smartly
“[UX] is a practice that, when
done empirically, provides a
much better chance of a
successful digital product
than just crossing your
fingers, designing some
wireframes, then writing a
bunch of code.”
- Jaime Levy, User Experience Strategy
Why? To de-risk
Why? To save resources
So, UX is a mindset of
planned experimentation that
enables quick, safe, and
smart failure.
Educate your staff about the process.
Create a culture where experience-centered
thinking is valued and rewarded.
Be focused
Is everyone dedicated to
delivering the same,
high-quality experiences
for patrons?
WAIT.
How are libraries doing with
this whole UX thing?
2007: A Turning Point
1. The Designing Better Libraries blog was
launched (dbl.lishost.org).
2. Brian Matthews at Georgia Tech became the
first User Experience Librarian in the United
States.
“Essentially, my job now is to study users and to make
recommendations to library admin and department
heads. I'll also work with others to develop targeted
communication strategies and to do a little brand-work.
The biggest challenge will be getting all
departments/units to trust me—you say the word
assessment and people freak out.”
Emergence of #LibUX
SLA UX Caucus (2008)
Aaron Schmidt’s UX Librarian column for Library
Journal (started in 2010)
Session on “Holistic UX” at 2013 Computers in
Libraries Conference
Article on “UX Thinking” by LITA president
Three Publication Venues:
• Weave Journal of Library UX Journal (Oct 2014)
• Designing for Digital Conference (Feb 2015)
• UXLib Conference (Mar 2015)
Deeper Dive
Interviewed 16 librarians from:
• 1 Public library
• 2 Library consortia
• 8 Academic library (small or mid-sized)
• 5 Academic library (large)
Geographic representation:
• 6 South
• 3 Midwest
• 1 Northwest
• 6 Northeast
About the Participants
All participants had official job titles that
included the term “User Experience.”
• 8 participants had exact title of “UX Librarian.”
• 2 participants held leadership positions within
UX departments.
• 6 participants had job titles combining UX with
other aspects of library work.
- Web development, instruction, assessment (2),
technical services, and marketing/outreach.
UX is broadly defined
14/16 participants defined UX as encompassing a
user’s entire experience with the library.
• Other 2 work for consortia with no physical location.
Key quote(s):
• “The heart of UX is about user engagement” (P-09)
• “I like the idea of it being more encompassing and
not just evaluating how we're doing but looking at
the whole picture and making the experience better
for people from when they walk in the door to when
they leave, virtually or in reality.” (P-08)
• “[My job is] not thinking as a librarian.” (P-13)
UX means doing research
15/16 participants described research as integral to their
work.
6 did survey research (2 LibQual, 4 homegrown).
General preference for qualitative research:
• Informal: “Tell Us” campaign; flip chart feedback
• Formal: Focus groups, observations/interviews
Key quote(s):
• “Some of the richest data we get, and some of the most
surprising things that we learn, come from the questions
we didn't even know to ask until somebody mentions
something and we start to investigate that and just say
‘Tell us more about that.’” (P-11)
UX is not really design
12/16 participants conducted usability testing as part of their
work, though some did more than others depending on the
size/culture of the library.
• 1 was in upper management, 1 just rejoined web team.
• 2 said usability testing was not part of their responsibilities
Preferred testing method was informal, guerilla style testing.
Few (7/16) mentioned using design-oriented UX methods.
• Card sorting (4), sketching (2), paper prototyping (2) web
analytics (2), personas/scenarios (1)
Key quote(s):
• “I'm not actually a designer, so I can identify the problem [but]
I don't always know how to fix it.” (P-08)
UX + other responsibilities
14/16 participants had other library responsibilities in addition to
their UX role; other 2 had combined UX and assessment roles.
• Reference & instruction (11), departmental liaisons (5), committee
memberships (3), technical responsibilities (1)
Balancing these responsibilities with UX is a constant struggle for
many, especially those at smaller libraries (more in Part II).
Key quote(s):
• “I think it keeps me honest [and] helps me see things first on the
front lines that our researchers are expecting, and seeing, and
experiencing.” (P-03)
• “[My boss] would really like it to be more of a position where I could
be spending more like 60 percent of the time on UX, but the reality
dictates that people come into the library and need help, so the
research, reference, etc., takes precedence most often.” (P-16)
Internal consultants
16/16 participants described their role as an internal
consultant without any actual decision-making
authority.
To be successful in this role, participants had to navigate
their complex library culture (with some having more
success than others).
Key quote(s):
• “[We are] there to help any department within the library
that needs help at any given time.” (P-10)
• “You're serving in an advisory capacity, right? So I'm not
actually empowered to make those changes… I [only] get
to do the research [and] say ‘this is where the problems
are, these are what I'd recommend as changes.’” (P-09)
“There's only three of us librarians, and [my
director] is really close to my other
colleague...so I don't have a lot of power
in that way of changing library policies or
making things happen.”
- Participant 05
“I'm not part of reference. I'm not part of circulation, I'm
not part of media - I'm part of admin, so there's a culture
of distrust over what I do and the motive behind what
I'm doing.”
- Participant 10
“It was actually kind of a weird
challenge to educate my colleagues
about what I was doing, because they
saw my title, and they thought, ‘oh you
test the website.’ Yes that is one of the
things that I do. And, here are the other
things that user experience means.’”
- Participant 12
Good news!
It’s getting harder, not easier, to do
Great User Experience.
“We’re no longer in a
world when we can
design for just a
single
isolated…interaction
, not thinking about
what happened before
that interaction or
what happens after.”
- Jared Spool
“And, we’re no longer
in a world where we
believe that every
before-interaction
and every after-
interaction only
happened online.”
- Jared Spool
“We’re now in a world
where digital and
non-digital are
merging. And we
need to be prepared to
design in that overall
experience.”
- Jared Spool
Technology is not magic...
“Broadly, [organizations] still tend to use magical thinking
when it comes to things digital. Somehow because it is
technology, it will succeed! Alas. The real hard work is the
content, not the technology. Bright digital teams need to work
with bright subject matter experts who can tell compelling
stories. ”
- Vicki Porter, The Wellcome Trust
“Park Guests use the Magic Band to
gain access to the park, get in
priority queues for the attractions,
pay for their purchases at the
concession stands, and even get into
their hotel room…[but] the real
achievement of the Disney Magic
Band is the transformation the
organization has gone through
to make it work.”
- Jared Spool
...integration is.
It is complicated
Breaking down silos
“UX is not the responsibility of the online
team or the marketing department
alone…everyone has a part to play in
the shaping of an experience.”
- Simon Norris, Nomensa
Teamwork is key
Embed UX in your DNA
“If an organization truly wants to be
design-centered, they need to
construct a reward system that puts
great design above all else…[and
those] rewards are built into the
organization’s DNA.”
- Jared Spool
Source: Jared Spool, http://www.uie.com/articles/beyond_ux_tipping_point/
A UX Maturity Model
1 UX Dark Ages Focus on building features, not UX; build poor
designs and deliver frustrating experiences.
2 Spot UX Projects Someone did some unrelated UX projects, but the
“fever” didn’t spread beyond the manager.
3 Serious UX
Investment
Senior management devotes resources to UX;
design begins to influence early decisions.
4 Embedding UX
Into Teams
UX people are embedded in teams so that UX is
an ongoing concern for every product/service.
5 Integrated UX
and Services
UX is everywhere; non-digital and digital teams
work together to provide seamless experiences.
UX Tipping Point
The experience-centered
library...
…has a vision for what an ideal experience looks, feels,
and/or sounds like, across all touchpoints and through
every channel.
…ensures that the vision is shared by everyone in every
department of the library.
…has a leader to oversee and maintain that vision.
…has operational and strategic goals that directly
support the delivery of that vision.
From the top...
...and the bottom
Is there a person at the highest
level of the organization who is
responsible for curating and
maintaining a holistic user-,
business-, and technology-
appropriate experience?1
See:
- Chief Experience Officer (CXO)
- Director of User Experience
Do you have a team of skilled
professionals who value cross-
individual skills rather than
tightly defined roles, are co-
located, and are motivated to
improve?2
Skills should cover interaction design,
information architecture, user
research/usability, and visual design.
1 Lis Hubert: https://uxmag.com/articles/ux-its-time-to-define-cxo
2 Jared Spool: http://www.uie.com/articles/who_is_on_the_ux_team/
Good news!
It’s getting harder, not easier, to do
Great User Experience.
Harder does not mean impossible.
What you can do:
Talk to your colleagues! Make sure they know
UX is not just about digital interfaces.
Launch regular small-scale research projects!
Learn how patrons experience the library
across every touchpoint.
Improve your design skills! Research without
design can only take you so far.
But most importantly…
The only way to get started
on your way to doing great
User Experience is to…
Hire a UX Librarian
(Every librarian is a UX librarian)
Go do it.
The only way to get started
on your way to doing great
User Experience is to…
Thank You
Craig M. MacDonald, Ph.D.
cmacdona@pratt.edu
@CraigMMacDonald
www.craigmacdonald.com

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Creating an Experience-Centered Library

  • 1. Creating an Experience-Centered Library Craig M. MacDonald, Ph.D. Pratt Institute March 4, 2016
  • 2. About Me Full-time assistant professor in the School of Information at Pratt Ph.D. in Human-Computer Interaction from Drexel University Developed and coordinate UX program at Pratt: • UX program concentration for MSLIS • UX Advanced Certificate • MS in Information Experience Design (fall 2016) Provide UX consulting for various organizations, including cultural heritage institutions, media companies, and start-ups
  • 3. Q: Is your library doing “User Experience” right now?
  • 4. You might be thinking: Do we do usability testing of our website? Do we use LibQual or some other survey to capture perceptions of our library users? Do we have a UX librarian, or someone on staff whose job includes some aspect of UX?
  • 5. What you should be thinking: Does our library exist?
  • 6. Ignorance is not bliss Your library is delivering an experience regardless of how much time, energy, and resources you’re putting into shaping it.
  • 7. Q: Is your library doing “User Experience” right now? A: YES. All libraries are doing UX. Better Q: Is your library doing great UX?
  • 8. What does a great library user experience look like? What does great Library User Experience look like? - and - (product) (process)
  • 10. UX is often thought of as a property of an digital interface: “This app has a great UX!” “This website’s UX is terrible!”
  • 11. Is that really accurate? For a long time, usability was the defining property of an interface: it was either usable or not. This conclusion was reached through an (occasionally) rigorous process of usability evaluation. • Are users able to complete tasks with effectiveness, efficiency, and satisfaction? • Is the interface sufficiently easy to learn and use? • Are there minimal errors and are these errors easy to recover from? SOURCE: http://www.smashingmagazine.com/2011/03/15/why-user-experience-cannot-be-designed/
  • 12. UX is not usability As the industry shifted away from “usability” and toward “UX” as its main focus, it was seen by some as merely a change in terminology. But, UX is not just a new buzzword for usability: it is an entirely new paradigm. • Usability: find and fix problems that prevent people from doing what they want to do • UX: design interfaces that are pleasurable and engaging to use UX is “designing for pleasure, rather than absence of pain.” SOURCE: Hassenzahl & Tractinsky (2006). User experience – a research agenda. Behaviour & Information Technology, 25(2), 91-97.
  • 13. “Your [product’s] customers aren't won over by features. They're won over by the product experience...If you don’t focus on the core experience, and instead create a wide but shallow product, you’ll find your users lost, confused, or bored, and, more than likely ready to walk away.” - Lee Dale, UX Magazine Is UX a product?
  • 14. This is a product
  • 15. “User Experience Design somehow suggests that a designer has direct control over how every user experiences the product. A massive exaggeration…Design defines experience, it doesn’t control it. Used like this, ‘User Experience Design’ is a big promise that cannot be kept.” - Oliver Reichenstein, Information Architects Inc. Products are designed
  • 16. This is not a product
  • 17. “User Experience is just a sub- category of experience, focusing on a particular mediator...[Experience Design] is the question of how to deliberately create and shape experiences.” - Marc Hassenzahl, Folkwang University of Arts Experiences are shaped
  • 18. UX is an outcome You can’t design an experience. You can only design for an experience.
  • 19. This is a product
  • 20. This is an outcome
  • 21. This is a product
  • 22. This is an outcome
  • 25. “You can't experience the experience until you experience it.” - Bill Moggridge, IDEO Outcomes are specific
  • 26. So, an experience is a holistic, multi-faceted outcome resulting from an interaction with a product. We can’t design the experience. We can only design the product. (which, in turn, provides the experience)
  • 29. User Task Tool Environment Diagram adapted from Shackel, 1991. Context is everything* *Technically, context is everything that matters
  • 30. The Perpetual Challenge of UX UX is the intersection of: – The user(s) their needs, behaviors, backgrounds, expectations, etc. – Their task(s) what users are trying to do – Their environment where, why, and how users are trying to complete their task – The tool what users need to use to complete the task(s) Can’t be designed Can be designed
  • 31. User Task Environment “We can design the product...[but] we can shape neither our users’ expectations nor the situation in which they use what we have designed.” - Helge Fredheim, Smashing Magazine We can design the tool Tool
  • 34. The Perpetual Challenge of UX UX is the intersection of: – The user(s) their needs, behaviors, backgrounds, expectations, etc. – Their task(s) what users are trying to do – Their environment where, why, and how users are trying to complete their task – The tool what users need to use to complete the task(s) Can kind of be designed Can be designed library^ Can’t be designed
  • 35. User Task Tool Environment Diagram adapted from Shackel, 1991. Context is everything* *Technically, context is everything that matters Too Simple!
  • 36. Tools (digital/outside) “A good user experience is vital to the success of a…website and the institution it serves. If a website is difficult to use, people leave....If the essential information is hard to read - or find! - they will leave.” - Rob Landry, Plein Air Interactive
  • 37. Tools (digital/inside) “Given the increasing pressure on libraries relative to budgets…we need to take advantage of all the tools at our disposal. In addition to the energy, creativity, and passion of the individuals who work in libraries, technology stands as an important factor that enables libraries to prosper and successfully serve their communities.” - Marshall Breeding, Library Technology Guides
  • 38. Tools (non-digital/outside) “Many libraries feel the need to market what they’ve done as an initiative, and then they’re quite often disappointed by it because it’s been done as a series of one-off activities without the coherence of a marketing plan…What I see in North America—in Canada in particular, where they’re more marketing driven—is that it does make a real difference.” - Terry Kendrick, Strategic marketing practitioner
  • 39. Tools (non-digital/inside) “Let me be clear: a beautiful sign isn’t enough to save a library or make it relevant to its community, especially if it communicates a broken policy. It will, however, do something more subtle but important when it contributes to an overall pleasant experience for library users.” - Aaron Schmidt, Influx / Library Journal
  • 40. Interactions (structured) “…library programming is a powerful tool to engage patrons and keep them coming back for more.” - Liz Steiner, ALA
  • 41. Interactions (unstructured) “The interactions that take place every day between staff members and library patrons provide a human connection that results not only in instrumental help in gaining access to useful resources, but also in emotional help that contributes to a sense of individual well-being.” - Catherine Johnson, University of Western Ontario
  • 42. Spaces (architectural) “No matter how radical or even outlandish a [building] design may appear on the outside, the real test is whether the spaces within are appropriate to the particular kinds of works the building will shelter.” - Larry Shiner, University of Illinois
  • 43. Spaces (transitory) “UX in libraries needs to be a completely immersive experience. We make sure…the surroundings are designed to be home-like with fireplaces, couches, power outlets, lamps, and meeting rooms. Across the country, libraries are thus transforming themselves from book warehouses to places where people want to come and hang out.” - Amanda Goodman, Darien Library
  • 45. UX Physical • Spaces (architectural) • Spaces (transitory) • Interactions (structured) • Interactions (unstructured) • Tools (non-digital, outside) • Tools (non-digital, inside) Digital • Tools (digital, outside) • Tools (digital, inside)
  • 46. A seamless whole “Customers interact with businesses not only through many channels, but also on many devices. Rather than seeing each of these interactions as a separate experience, users view all interactions with an organization as part of one larger user experience. Thus, a company may think, ‘multi-channel service,’ but a customer thinks, “one company, one user experience.’” - Nielsen/Norman Group
  • 47. A cohesive whole “The challenge for the UX designer is to identify where, how, and at what level to engage in order to appropriately address this scope...[and] helping realize a whole that is greater than the sum of the parts.” - Peter Merholz, Adaptive Path
  • 49. We need a framework that helps us think about and talk about these types of holistic and multi-faceted experiences.
  • 50. The service perspective “Services created in silos are experienced in bits...Often, each bit of the service is well designed...[but] customers experience services in totality and base their judgment on how well everything works together to provide them with value.” - Polaine, Løvlie, & Reason, Service Design
  • 51. Outcome-based “Services are intangible economic goods—they lead to outcomes as opposed to physical things customers own. Outcomes are generated by value exchanges that occur through…touchpoints.” - Lauren Chapman Ruiz, Senior Interaction Designer at Cooper
  • 52. Touchpoints & Channels “[UX is] designing for all the touchpoints a person has with a business regardless of channel.” - Nick Finck
  • 53. What if your library thought about every touchpoint the same way you think about reference interactions?
  • 54. What if your library thought about your physical touchpoints the same way as your digital touchpoints?
  • 55. Q: So, what does a great user experience look like?
  • 56. 1 When the service is Useful
  • 57. Usefulness means... It fits the user’s context; it addresses a need that actually exists It works; it helps users do something they need to do
  • 58. 2 When the service is Usable
  • 59. Usability means... It is easy to learn; users can figure out what it does and how it works It is easy to use; users can do things quickly and without frustration
  • 60. 3 When the service is Desirable
  • 61. Desirability means... It is appealing; it looks and feels like something users want It is engaging; users have positive memories from using it
  • 62. Time matters Every user interaction takes place at a certain point in time, in a certain context, and with the intention of meeting a specific need.
  • 63.
  • 64. Useful Usable Desirable Consistently Seamlessly Contextually ...across every touchpoint A: When the service is: Q: So, what does a great user experience look like?
  • 65. Useful Usable Desirable Consistently Seamlessly Contextually ...across every touchpoint A: When the service is: Q: So, what does a great user experience look like?
  • 66. Useful Usable Desirable Consistently Seamlessly Contextually ...across every touchpoint A: When the service is: Q: So, what does a great user experience look like?
  • 67. This sounds great... ...but how do we do it?
  • 69. UX as a process “Great user experience is about translating user goals and business needs into compelling stories” - Patrick Neeman ?
  • 70. 1 Computer designed by buzzyrobot from the thenounproject.com What we design
  • 71. 1 Computer designed by buzzyrobot from the thenounproject.com 2 Watch designed by la-fabrique-créative from the thenounproject.com 3 Check-List designed by Arthur Shlain from the thenounproject.com How we design Create What we do to learn Research What we do to measure Assess What we make
  • 72. UX is not just a process “[UX] strategy is about uncovering the key challenges in a situation and devising a way of coordinating effort to overcome them for a desired outcome.” -Jim Kalbach
  • 73. UX is a mindset You can’t just follow a series of steps. It’s an approach; a way of thinking.
  • 74. This is a process Sketch Wireframe Prototype Develop Create Plan Measure Analyze Report AssessResearch Plan Gather Analyze Report
  • 75. This is a mindset Sketch Wireframe Prototype Develop Create Plan Measure Analyze Report AssessResearch Plan Gather Analyze Report Ask the right question(s) at the right time Make the right stuff, with the right amount of detail Collect data to confirm you’re making the right stuff
  • 78. Q: So, what does great User Experience look like?
  • 79. Be grounded Are you sure you’re meeting the real needs of real people? Are you skeptical and willing to test key assumptions?
  • 80. Be deliberate Are you taking steps to make sure you’re headed down the right path? Are you investing the right amounts of time and money?
  • 81. Be iterative Are you regularly testing to make sure you’re on the right track? Are you using test results to fix things and drive improvements?
  • 82. A: When your mindset is: Q: So, what does great User Experience look like? Grounded• Do you know you’re meeting actual needs of real people? • Do you use data to test key assumptions/hypotheses? Deliberate• Do you consider all possible alternatives? • Do you use your resources efficiently? Iterative• Do you use assessment wisely? • Do you use assessment results meaningfully?
  • 83. “I didn’t notice or care that their website was so much different from their app, and that neither one was remotely similar to the in-person experience.” - Nobody, ever Why? Because users are discerning
  • 84. “I bet a lot of people worked really hard on this, so I’ll cut them some slack if something doesn’t work exactly the way I want it to work.” - Nobody, ever Why? Because users are demanding
  • 85. “I didn’t really have a great experience with this, but that’s OK – I’ll still keep coming back because there’s no where else I can go.” - Nobody, ever Why? Because users are fickle
  • 86. Think strategically “[UX]…is about uncovering the key challenges in a situation and devising a way of coordinating effort to overcome them for a desired outcome.” - Jim Kalbach, Experiencing Information
  • 87. “Enlightened trial and error succeeds over the planning of the lone genius.” -Peter Skillman, IDEO Plan
  • 88. “I think the overt message of 'fail fast' is actually better framed as 'experiment fast.' The most effective innovators succeed through experimentation…by stepping out of the lab and interacting directly with customers, running thoughtful experiments, and executing them quickly to learn quickly what works and what doesn’t.” - Victor Lombardi, Why We Fail Fail quickly
  • 89. “How little design can I do, how little can I invest in developing the thing and how quickly can I learn something about this [so] that I can change something immediately…and…do it different or better the next time I design?” - Randy Hunt, Etsy Fail safely
  • 90. “If the person with the big hunch is wrong and we don’t find out till after the money is gone, then we have failed …And because this is the infancy stage of our product vision, we don’t want to get too attached to any ideas – especially without proper validation that real customers will really want our solution.” - Jaime Levy, User Experience Strategy Fail smartly
  • 91. “[UX] is a practice that, when done empirically, provides a much better chance of a successful digital product than just crossing your fingers, designing some wireframes, then writing a bunch of code.” - Jaime Levy, User Experience Strategy Why? To de-risk
  • 92. Why? To save resources
  • 93. So, UX is a mindset of planned experimentation that enables quick, safe, and smart failure. Educate your staff about the process. Create a culture where experience-centered thinking is valued and rewarded.
  • 94. Be focused Is everyone dedicated to delivering the same, high-quality experiences for patrons?
  • 95. WAIT. How are libraries doing with this whole UX thing?
  • 96. 2007: A Turning Point 1. The Designing Better Libraries blog was launched (dbl.lishost.org). 2. Brian Matthews at Georgia Tech became the first User Experience Librarian in the United States. “Essentially, my job now is to study users and to make recommendations to library admin and department heads. I'll also work with others to develop targeted communication strategies and to do a little brand-work. The biggest challenge will be getting all departments/units to trust me—you say the word assessment and people freak out.”
  • 97. Emergence of #LibUX SLA UX Caucus (2008) Aaron Schmidt’s UX Librarian column for Library Journal (started in 2010) Session on “Holistic UX” at 2013 Computers in Libraries Conference Article on “UX Thinking” by LITA president Three Publication Venues: • Weave Journal of Library UX Journal (Oct 2014) • Designing for Digital Conference (Feb 2015) • UXLib Conference (Mar 2015)
  • 98. Deeper Dive Interviewed 16 librarians from: • 1 Public library • 2 Library consortia • 8 Academic library (small or mid-sized) • 5 Academic library (large) Geographic representation: • 6 South • 3 Midwest • 1 Northwest • 6 Northeast
  • 99. About the Participants All participants had official job titles that included the term “User Experience.” • 8 participants had exact title of “UX Librarian.” • 2 participants held leadership positions within UX departments. • 6 participants had job titles combining UX with other aspects of library work. - Web development, instruction, assessment (2), technical services, and marketing/outreach.
  • 100. UX is broadly defined 14/16 participants defined UX as encompassing a user’s entire experience with the library. • Other 2 work for consortia with no physical location. Key quote(s): • “The heart of UX is about user engagement” (P-09) • “I like the idea of it being more encompassing and not just evaluating how we're doing but looking at the whole picture and making the experience better for people from when they walk in the door to when they leave, virtually or in reality.” (P-08) • “[My job is] not thinking as a librarian.” (P-13)
  • 101. UX means doing research 15/16 participants described research as integral to their work. 6 did survey research (2 LibQual, 4 homegrown). General preference for qualitative research: • Informal: “Tell Us” campaign; flip chart feedback • Formal: Focus groups, observations/interviews Key quote(s): • “Some of the richest data we get, and some of the most surprising things that we learn, come from the questions we didn't even know to ask until somebody mentions something and we start to investigate that and just say ‘Tell us more about that.’” (P-11)
  • 102. UX is not really design 12/16 participants conducted usability testing as part of their work, though some did more than others depending on the size/culture of the library. • 1 was in upper management, 1 just rejoined web team. • 2 said usability testing was not part of their responsibilities Preferred testing method was informal, guerilla style testing. Few (7/16) mentioned using design-oriented UX methods. • Card sorting (4), sketching (2), paper prototyping (2) web analytics (2), personas/scenarios (1) Key quote(s): • “I'm not actually a designer, so I can identify the problem [but] I don't always know how to fix it.” (P-08)
  • 103. UX + other responsibilities 14/16 participants had other library responsibilities in addition to their UX role; other 2 had combined UX and assessment roles. • Reference & instruction (11), departmental liaisons (5), committee memberships (3), technical responsibilities (1) Balancing these responsibilities with UX is a constant struggle for many, especially those at smaller libraries (more in Part II). Key quote(s): • “I think it keeps me honest [and] helps me see things first on the front lines that our researchers are expecting, and seeing, and experiencing.” (P-03) • “[My boss] would really like it to be more of a position where I could be spending more like 60 percent of the time on UX, but the reality dictates that people come into the library and need help, so the research, reference, etc., takes precedence most often.” (P-16)
  • 104. Internal consultants 16/16 participants described their role as an internal consultant without any actual decision-making authority. To be successful in this role, participants had to navigate their complex library culture (with some having more success than others). Key quote(s): • “[We are] there to help any department within the library that needs help at any given time.” (P-10) • “You're serving in an advisory capacity, right? So I'm not actually empowered to make those changes… I [only] get to do the research [and] say ‘this is where the problems are, these are what I'd recommend as changes.’” (P-09)
  • 105. “There's only three of us librarians, and [my director] is really close to my other colleague...so I don't have a lot of power in that way of changing library policies or making things happen.” - Participant 05
  • 106. “I'm not part of reference. I'm not part of circulation, I'm not part of media - I'm part of admin, so there's a culture of distrust over what I do and the motive behind what I'm doing.” - Participant 10
  • 107. “It was actually kind of a weird challenge to educate my colleagues about what I was doing, because they saw my title, and they thought, ‘oh you test the website.’ Yes that is one of the things that I do. And, here are the other things that user experience means.’” - Participant 12
  • 108. Good news! It’s getting harder, not easier, to do Great User Experience.
  • 109. “We’re no longer in a world when we can design for just a single isolated…interaction , not thinking about what happened before that interaction or what happens after.” - Jared Spool
  • 110. “And, we’re no longer in a world where we believe that every before-interaction and every after- interaction only happened online.” - Jared Spool
  • 111. “We’re now in a world where digital and non-digital are merging. And we need to be prepared to design in that overall experience.” - Jared Spool
  • 112. Technology is not magic... “Broadly, [organizations] still tend to use magical thinking when it comes to things digital. Somehow because it is technology, it will succeed! Alas. The real hard work is the content, not the technology. Bright digital teams need to work with bright subject matter experts who can tell compelling stories. ” - Vicki Porter, The Wellcome Trust
  • 113. “Park Guests use the Magic Band to gain access to the park, get in priority queues for the attractions, pay for their purchases at the concession stands, and even get into their hotel room…[but] the real achievement of the Disney Magic Band is the transformation the organization has gone through to make it work.” - Jared Spool ...integration is.
  • 115. Breaking down silos “UX is not the responsibility of the online team or the marketing department alone…everyone has a part to play in the shaping of an experience.” - Simon Norris, Nomensa
  • 117. Embed UX in your DNA “If an organization truly wants to be design-centered, they need to construct a reward system that puts great design above all else…[and those] rewards are built into the organization’s DNA.” - Jared Spool
  • 118. Source: Jared Spool, http://www.uie.com/articles/beyond_ux_tipping_point/ A UX Maturity Model 1 UX Dark Ages Focus on building features, not UX; build poor designs and deliver frustrating experiences. 2 Spot UX Projects Someone did some unrelated UX projects, but the “fever” didn’t spread beyond the manager. 3 Serious UX Investment Senior management devotes resources to UX; design begins to influence early decisions. 4 Embedding UX Into Teams UX people are embedded in teams so that UX is an ongoing concern for every product/service. 5 Integrated UX and Services UX is everywhere; non-digital and digital teams work together to provide seamless experiences. UX Tipping Point
  • 119. The experience-centered library... …has a vision for what an ideal experience looks, feels, and/or sounds like, across all touchpoints and through every channel. …ensures that the vision is shared by everyone in every department of the library. …has a leader to oversee and maintain that vision. …has operational and strategic goals that directly support the delivery of that vision.
  • 120. From the top... ...and the bottom Is there a person at the highest level of the organization who is responsible for curating and maintaining a holistic user-, business-, and technology- appropriate experience?1 See: - Chief Experience Officer (CXO) - Director of User Experience Do you have a team of skilled professionals who value cross- individual skills rather than tightly defined roles, are co- located, and are motivated to improve?2 Skills should cover interaction design, information architecture, user research/usability, and visual design. 1 Lis Hubert: https://uxmag.com/articles/ux-its-time-to-define-cxo 2 Jared Spool: http://www.uie.com/articles/who_is_on_the_ux_team/
  • 121. Good news! It’s getting harder, not easier, to do Great User Experience. Harder does not mean impossible.
  • 122. What you can do: Talk to your colleagues! Make sure they know UX is not just about digital interfaces. Launch regular small-scale research projects! Learn how patrons experience the library across every touchpoint. Improve your design skills! Research without design can only take you so far. But most importantly…
  • 123. The only way to get started on your way to doing great User Experience is to… Hire a UX Librarian (Every librarian is a UX librarian)
  • 124. Go do it. The only way to get started on your way to doing great User Experience is to…
  • 125. Thank You Craig M. MacDonald, Ph.D. cmacdona@pratt.edu @CraigMMacDonald www.craigmacdonald.com