communication

Communicating the benefits of UX to everyone who needs to hear it

At the 2023 User Experience in Libraries conference I ran a workshop all about comms and UX - basically my two favourite aspects of librarianship, mashed together, at my favourite event in librarianship. It was also in Brighton were my wife and I got married, and she came down to hang out with old friends while I was there and attended the conference dinner, and the weather was great - the whole thing was A+++, would do again.

Anyway, the workshop went really well and I later wrote it up for the 2024 UXLibs yearbook, which I’d highly recommend getting your library to buy a copy of. My chapter is now available Open Access via York’s repository so please do go and have a read if this is an area that interests you. I’ve put the intro below so you can see what it’s about.

(You can also find OA chapters from previous UXLibs Yearbooks on my Publications Page.)


The introduction TO my UXLibs YEARBOOK chapter

At the end of what was known at the University of York as the ‘UX Study Space Project’, we presented our final recommendations to management. Ten months of work had gone into it and we were proposing (or in some cases had already implemented) far-reaching and wide-spread changes: new study space booking rules; new zoning for food and noise; new signage throughout the library; increasing the number of accessible spaces; creating a new ‘Zoom Room’; purchasing some interactive mapping software… We got some really useful input from the leadership team and they signed off on all the things we wanted to do – at which point it occurred to me: this was the single most impactful piece of work I’d ever done in librarianship.

Nothing else really came close – the fingerprints of our UX project were all over the actual, day-to-day user experience of our students and staff, simplifying and improving things in so many ways: it felt euphoric! But the 10 months of hard work that had made these changes possible could have been undone if we hadn’t been able to effectively and meaningfully show the value of our proposals to the audience who could give them the green light.

UX is such a complex and messy business, and it can be easy to get lost in the processes of ethnography and design. We mustn’t undervalue the comms; successful communication plays a huge part in helping our work achieve its goals, and it’s worth breaking down the communications life cycle of a UX project to ensure we’re making the most of each stage.

Part 1 is The Pitch. This is where you communicate the value of your proposed project, to get the time and resources you require to do the work. The audience here is the managers who can release funds for incentives and release staff time for fieldwork and design, and your colleagues whose input you’d like on the project. 

 Part 2 is The Recruitment. Now the audience are library users (and, ideally, non-users too) that you need to persuade to participate in the fieldwork, lending you their insight. 

 Part 3 is The Findings. This is where you need to communicate the results in such a way that you’re empowered to really act on them – it’s not UX if all you do is diagnose problems… The audience here is not just the managers who need to approve your design proposals, but wider library staff too. Keep them in the loop and get them on board. 

 Part 4 is The Legacy. Here the audience is everyone. Everyone needs to know what you’ve done, how brilliant it was, and what the ongoing impact is. Tell the participants. Then tell the world. 

All in all, UX is a comms-heavy business, so let’s explore each stage in more detail and look at some tips to enrich your UX and help make those user-centred changes your library needs. 

[Read on here]

The Student Communications Audit

This post brings together two articles from the Lib-Innovation blog, where colleagues from the University of York and I write about what's happening in the Library.

At York there are audits every few years around student communication. They're conducted centrally by the University, rather than being library-specific. The most recent one was shared with the Library Marketing and Comms Group (on which I sit) by York's Internal Communications Manager, and she's kindly given me permission to share the findings here because I think they're absolutely fascinating. They challenge some conventional wisdom, and reveal a lot.

There was a lot about email so part 1 of this post is devoted to that area; lower down part 2 covers social media, lecture capture, the VLE and other types of comms.

It's important to note the information was gleaned through focus groups rather than surveys in order to properly capture nuance, so it's not a giant sample size (under 100 people) and inevitably the views reflected will be representative of students engaged enough to turn up for a focus group... But personally I find the findings more useful than generic articles in the Higher Ed press about students of today.

Throughout this article I'll be using phrases like "Students prefer to do X" - the obvious caveat is that I mean "Students at York do X" but I'm not going to write that every time...

How do students communicate? The main findings around email 

1) Email remains the primary and preferred channel of communication with the University

I like this one because it confirms something I've thought for a while - that email is NOT dead. It gets a bad press and it's definitely far less cool than social media, but it still has a function. It's not that students especially love email, it's that they want US - the University and its key services - to communicate key info this way. 

Your users are triaging your emails, checking first on their phones...

Your users are triaging your emails, checking first on their phones...

2) Email mainly gets checked on phones, and this happens very frequently

Students check email primarily on their phones, sometimes moving on to a PC / laptop later (see point 3 below). 

Students check their phones for emails first thing when they wake up, last thing at night, and several times in between - many students have 'new message' alerts set up to go to their lock-screens, and will check new emails as they come in even whilst doing other things such as attending lectures.

3) Students triage messages according to 5 criteria

Students make quick decisions on whether an email gets read there and then, binned, or deferred. They consider (in order of importance):

Relevance - title, sender, and the opening part of the message visible on their phone before they press to open the message; 

Familiarity - do they know and trust the person sending the email? Trusted senders include tutors, supervisors, departmental administrators, the Library, Careers Service, and Timetabling; 

Urgency - does it relate to something important that day or a pending deadline; 

Action - do they need to do something?  (Notice this is 4th on the list of importance...) Interestingly if they do need to do something they'll star the email and find a PC or laptop to log onto and action the email;

Time - if it looks like it can be dealt with quickly they'll read it right away and then delete, file or just mark as read. 

4) The high volume of email they receive is okay, on one condition... it MUST be targeted

Students get a huge volume of emails but they don't mind this as long as the emails are targeted. They object to irrelevant emails and perhaps more so to emails that appear to be relevant but turn out not to be - one example given was an invitation to an employers' event for the wrong subject area or year / status. The sender of that email lost the trust of the students and future emails were deleted upon arrival, unread. 

Any sense of emails happening automatically or without proper thought as to their relevance was met with dissatisfaction. A particular type of email came at the same time each day, suggesting it was automated - this too became one to delete automatically. 

Newsletters and digest emails were read, but often only the first part (too much scrolling and the email was abandoned) and these are the first to go - to be deleted unread - when there's a day with an overly high volume of emails. 


What can libraries change about the way we email students? 

The first thing is don't give up on email. Students expect communication from us to be via this medium, and it was strongly expressed that important information should come this way - key info can be shared via social media but must ALSO be shared via email because it's the one channel everyone checks. The reports of email's death have been greatly exaggerated. 

The second thing is, small details - like titles - really matter. The Library appears to be on the list of trusted senders, but in order to get read you need a decent subject line. (This didn't come up in the audit but I'd argue time of day is important too - if students get a truck load of emails between 9am and 10am, it may be better to join a shorter queue for their attention later in the day at 11am.) Also, because students primarily read email on their phone, you need a very strong opening line. Open your email client on your phone right now - how much can you read without opening a specific email? The way my phone is set-up I get to see about 40 words. So your first few words need to go straight to the heart of the matter - no long intros.

This is obvious, right? We all check emails ourselves on mobiles, we know what it's like. But how many times do we craft emails specifically with the receiver on their phone in mind? I can't speak for anyone else but in my case the answer is: not nearly often enough. 

Thirdly, segment your audience and target them with relevant emails - never include a group in a mass email unless they are directly relevant and would benefit from the info. If an email isn't essential to anyone, does it even need to be sent at all? There are too many emails that are sent out not just to the relevant people but to a smattering of less relevant people too. Every time we do that we diminish our value as communicators - our currency - and get closer to joining the dreaded auto-delete list. 

And related to that, reduce automation because it suggests we're not trying hard enough to avoid wasting their time. It's very hard to think carefully whether or not to send an email if it's automated. I've always said we shouldn't send newsletters out at the same time each week or month - it should be because we have a critical mass of useful things to tell our audience, not because 'it's the time we send out the newsletter'. So anything automated should at least be reviewed to make sure it's still serving a worthwhile purpose and not alienating our users. 

The surprising popularity of the VLE and the unsurprisingly popularity of Lecture Capture

I must admit I was a little surprised to read that Blackboard was popular with the students. In actual fact they say it is difficult to navigate, but once mastered and if used well by their tutors, they are generally very positive about the VLE.

In particular the students liked the discussion forums where the lecturer takes the time to get involved. The opportunity to ask questions and clarify parts of the lecture they didn't understand is very much appreciated, and they highlighted the public availability of all the questions and answers - as opposed to a private conversation between student and lecturer which is seen as less fair and transparent.

The other things noted as positives were the email notifications when new content is added, and the posting of lecture materials and supporting information.

The most popular part of the VLE, however, was Replay, the lecture capture system that allows students to re-watch lectures (or catch-up if they were ill - lecture capture has been shown time and time again not to negatively impact on attendance, so it's not used as a way to avoid having to actually go to lectures...). To quote the report:

"At degree level they find it difficult to take in the level of detail and complexity in one sitting and so the opportunity to re-visit the lecture to listen and learn again, to take better notes and to revise is something they really, really value"

It is particularly valuable in conjunction with the discussion forums mentioned above, and reduces the need to seek out the tutor for extra guidance.

Not all students in the focus groups are on courses which use lecture capture extensively - when those that weren't heard from those that are, they made it clear they'd very much like this facility on their modules too.

You can read more about Replay on the E-Learning Development Team blog.

Students, social media and the University

As mentioned above the students would expect anything essential to be communicated by email. Social media can be used as well, but shouldn't ever be used exclusively for key info such as timetable changes and so on.

They're happy for Facebook to be used for 'fun stuff' but not serious stuff - they use it more than any other medium between themselves, but there's a mixed reaction to the University joining in. WhatsApp, Messenger and Snapchat are used a lot for peer-to-peer communication, and they really don't associate this kind of platform with the University and its communication channels at the moment. YikYak is known primarily as a place for cruelty and harm - students don't tend to use it unless there is a particular scandal they want to hear the gossip about.

Interestingly to me, Twitter is was reported as not being used abundantly and is considered as a tool for 'old people'. The main downside noted was about control, or the lack of control, over who sees what. At the Library we actually find Twitter to have quite high levels of engagement, the most of any social media platform we use, and the comms audit contradicting this chimes with other anecdotal evidence I've heard online of students being reluctant to really admitting they use Twitter but nevertheless using it anyway. It's also a lesson in trusting the stats, but interrogating the stats to make sure the engagement is actually coming from your users rather than your peers (and in our case, it is our actual users who interact with us and benefit from our Twitter account, predominantly).

Webpages and Google

Students prefer to use Google to find information, even if it's info they know exists on the University website. I do this too - I Google my query plus the word 'York' even for stuff on the library website because it's quicker and more reliable. The students don't always trust the University's search function... They also don't expect news via the website - they feel they'll get any updates they need via email and social media. 

Perhaps the most interesting theme for me which came up in this section was one of relevance - students feel a lot of University comms are aimed at potential students, rather than at them, the current incumbents. There's an opportunity here for libraries: we are predominantly focused on existing users, and we can pull in other content for an internal audience, for example via Twitter, and share this with the students too.

4 questions to ask to help you simplify your comms

Simplification is often useful to raise engagement with an audience. Not always, but often.

It's not about dumbing down, or making things superficial, or losing the nuance. The aim is simply to take away anything that isn't essential for the message. Get rid of the extraneous. Be brutal. It's like tuning out the white noise so you're left with a perfect signal; there's less to distract your audience, and a greater chance they'll understand the message and respond do it. Everyone is overwhelmed with information so anything to cut through that and make it easier for your audience is worth doing.

There is a check list of four questions you can ask yourself (in descending order or severity!) which can help to simplify your comms and your key marketing messages. I do this all the time in my day-job and I absolutely guarentee it makes a difference in the level of engagement I get from my audience.

1) Do we need to send this at all?

If we over-saturate our audience then our communications begin to loose value over time. So we have to be careful to only communicate when we have enough of important to that particular audience. The first way to simplify, then, is the most extreme: do I really need to send this? Most of the time the answer is yes, but occasionally opportunities to hold back arise, and those opportunities need to be taken.

Think of it from your audience's point of view. Would you want this if you were them?

2) Can we get rid of anything extraneous?

Again, it's not about making it TOO short. It's not about superficiality. It's about making it as short as possible whilst maintaining the meaning and the nuance of the message. Every sentance or element should be scrutinised - if it doesn't NEED to be there, get rid of it.

Some elements of your message can be present for the user at the next stage, rather than this initial contact - so for example, if the comms is to ask users to go to a website, some of the key information can be on the website without needing to also be included in the comms themselves.

For the user, a long message is a) more likely to make them not even read / watch at all, b) more likely to make them stop reading / watching before the end and c) make them less likely to retain the key information in their head afterwards.

3) Can we cascade this over more than one message?

Sometimes once you've got rid of what's extraneous you're still left with a LOT. To cut it further would be to leave out essential information. From a marketing point of view, it can be worth marketing one big thing at a time rather than trying to market everything at once - allowing your audience a chance to lock in on one key theme at a time, reducing the risk of getting lost in the detail. This is risky, because it can lead to over-communication (which goes against the first principle above) so you have to make a judgement call. But with something like academic induction, for example, telling everyone everything simply doesn't work. We KNOW people can't remember all that. So in that scenario it can be worth trying to cascasde one large message into two or three smaller ones.

4) Can the language be made clearer?

So you've done 1 - 3: yes it's essential and needs to go out; it's as short as it can be without losing nuance; it needs to be just one message. So can anything be done with the language and tone to make it clear and simple to follow? Can it be less formal without losing credibility? Is there any obscure terminology that your users won't all be familiar with? Are there acronyms that need replacing or explaining?

You can't always simplify comms, and it's not always desirable to do so. But if you ask yourself these four questions before disseminating key messages, the chances are you'll get a higher level of engagement from your audience.


BONUS QUESTION: Can we segment our audience?

Segmentation is too complex to get into detail here, but the basic principle is to divide your audience up into smaller groups and tailor the communication to each one. This often presents opportunities for simplification, because you're not having to include all of the information all of the time - you can pick and choose the parts that matter most to each segment.

A library marketing manifesto

 

I just delivered a keynote at the LIANZA Conference, #SHOUT15, in New Zealand. It outlines a Library Marketing Manifesto - an attempt to boil everything down into five things we must do to be heard and listened to above the clamour of modern life. I know some people are uncomfortable with the word marketing, but essentially this is all about communication between us and our communities.

Specifically:

1. We will be community orientated
2. We will do what people need, but market what they want
3. We will cater for library novices and for library experts
4. We will keep things simple
5. We will coordinate our marketing into campaigns

Here are the slides:

The talk was recorded. Although the video inevitably mortifies me a bit, I'm delighted to have a record of the whole thing because I was so excited to be there, and the audience were so fantastically receptive.

Watch the talk here.

And finally, here are some excellent tweets which help explain the slides a little more. (I'll write about the experience of actually being in New Zealand and the rest of the conference later on.) The embedded version doesn't cover the full thing - you can view that online here if you wish.

Library comms are like tapas: lots of small elements make an effective whole

 

A tweet from Matt Imrie alerted me to this blogpost from Scott Pack. It's about book reviewing and whether or not blogs about books make any difference to the sales of books.

It really resonated with me, because his conclusions mirror my own about library communication:

...those sort of sales [from blog posts] combined WITH sales prompted by newspaper reviews AND other bloggers AND tweeters AND further word-of-mouth from people who subsequently read it COULD make a difference. Which is why we do need all sorts of book reviewing in all formats across all platforms.
— Me & My Big Mouth blog

This is the absolute nub. No single method of communication carries THAT much weight on its own anymore - we live in a fragmented world and we have to adapt to that. Even compared with two or three years ago, there's less of a chance to use one platform to reach all the people. And crucially, even if it you DO reach all the people, seeing a message once is for the most part not enough to get people to do anything different to what they were going to do anyway.

We need to be nudged a number of times before we act.

Sometimes a library will set up a blog, and try really hard with it, and after 6 months be really disappointed that they're only getting 100 views for each post. But the thing is, it's a few people seeing messages from the Library AND on Twitter AND on a digital screen in the building which tips people over into thinking or acting differently. Click the little stats icon on any one of your library's tweets and be stunned at just how few people actually saw it. But that's okay too, because all of your communications channels combine into a holistic presence. It's about building ambient awareness rather than trying to hit loads of people with a one-off message and expecting that to produce a significant result.

It feels like you're doing a lot of work for not that much reward across a series of channels, but actually the reward comes from how they work together rather than individually. Which is why having a strategic approach to coordinate your messages and to know what each platform is really for, is ultimately worth the time it takes to prepare...

If you want an analogy, think of communication as being like tapas! No single dish is that significant on its own, but taken as a whole it's a really nice meal.

Marketing = this

Marketing = this