Professional Development

#UXLibs 5 | Ideation, Pitching, and Responsive Study Space

My final post about the UXLibs Conference (see all five posts in one place, here) is about the pitch. It's also about the concept we came up with for the pitch, which I think is a genuinely useful idea...

At UXLibs we were all split into teams. Across the three days we had a specific aim:

Create a product, concept, or service that you could implement which increases awareness and use of library resources and services. Your proposal could solve a specific problem, offer an alternative approach, meet an unmet need, or completely re-imagine an existing service.

On the final day, we had to pitch our idea, Apprentice / Dragon's Den style, to Lord Priestner and his assistants

I was in Team Space Grey. Everyone was lovely. We initially found things hard going, ethnography-wise, because the library we'd been assigned simply didn't have any problems which needed solving. Our field work was showing happy students in a well used building. But when we did the 6-8-5 process of ideation, it all came together really well and there was a clear idea of what we should focus on, which was arrived at with everyone able to contribute and have their voice heard. 

In short, if I've understood it right, the 6-8-5 method involves a bunch of people (in our case there were 9 of us) having 5 minutes to each write 6 to 8 post-it notes with an idea on each one. So between us we had around 60 post-its after 5 minutes, which we talked through and then sorted into themes. Then you have another 5 minutes to do the same again, either honing existing ideas other people have mentioned, or your own, or creating something new based on the discussion. Eventually patterns emerge and a common-ground idea rises to the top.

Here are a bunch of our post-its, which we then arranged into themes:

After this process it was clear we were all thinking about transforming the basement of the college we'd been assigned, and from there we were able to come up with a really good concept.

Team Space Grey didn't make the final of the pitch-off, and it was basically my fault that we didn't do better because I made a fundamental error. An error which, a bit frustratingly, anyone who has been on one of my presentation skills workshops will have heard me banging on about not doing, at length.

(NB: I'm not saying we'd've got to the final if I hadn't made the mistake I'm about to describe, by the way; Blue Steel were ace and deserved to be there. Just that I prevented us from doing as good a job as we might have been able to...)

On Day 1 when we did the ethnographic field work but before we'd done any ideation, we really didn't have anything to pitch. The students simply didn't complain about problems for us to find solutions to. So when I woke up really early on Day 2 my mind was churning about the WAY to pitch, because I didn't know WHAT to pitch. I had this idea in my mind that we could use the iPad app Paper to draw our presentation in real time, because that somehow reflected the organic nature of ethnographic work whereas PowerPoint reflected the sterile nature of traditional data collection methods (like surveys). But no one could draw, so that ruled that out. Then I remembered VideoScribe, which I had on my iPad (although it no longer appears to be available as an app, sadly) - you give it pictures and it 'draws' them for you. It's great, and can hugely increase both engagement and data retention in audiences when used well. I got really excited about this and started to play around, putting in a heat map I'd made of where users were walking, and having the app draw them. It looked really good.

So I presented this to my team the next day. I very much hope I didn't steamroll anyone into it, and no one said 'I don't think we should use this', but I was probably so enthusiastic about it that no one wanted to protest! It was pretty cool. On Day 3 we used VideoScribe to make our presentation - never have I made so much in so little time, when it comes to presentation materials. We worked HARD. Below is an edited version of our presentation, adjusted to make more sense without us speaking over the top of it.

It looks nice, I think. It's certainly good as a video. But there was a fundamental problem with what we were then doing for the pitch at the conference.

After our pitch in the heats, on the way back to the main hall for the pitch Final, lots of people said nice things. Some people said we'd've got there vote, if they'd've had one. All of them asked about the tool, and how we made the presentation. It was generally agreed that VideoScribe was pretty brilliant.

Not one of them mentioned our concept.

(Ugh, I thought the above was important enough to need its own line. But I can't write single sentence paragraphs without feeling like Dan Brown. Still. At least I'm not writing whole sections in italics.)

I had committed an absolue cardinal sin of presenting: I'd let the tool become the content! I'd let the medium obscure - well, if not obscure the message exactly, certainly not allowed the message the room it needed to breathe. This became brutally clear to me when I watched the 3 finalists doing their pitches. Our pitch had drama and a twist, and a really engaging piece of software at its heart. But their pitches, all presented with nice slides, were all about the concepts and they had the time to explore them properly. I really wanted our presentation to stand-out, and it did, but not for the reasons which really counted in the context of the conference pitching competition...

So, apologies, Space Grey teammates. I'm convinced we could have done a lot more justice to our pretty brilliant concept if we'd just gone with a good old fashioned PowerPoint presentation. It was a good learning experience for me. Although, I have to say, when they announced Blue Steel as the winners of the heat, LeMurph and I did breath a sigh of relief that, after the most exhausting of conferences, we could finally stop, and just sit there and relax for the remainder of our time. But in future I'll be more careful to heed my own advice.

The winning pitch, from Purple Haze, was brilliant. It was great to hear David Jenkins speak - I'd heard he was fantastic at it, and he was. (As was Angus.) David's a natural - his enthusiasm and dynamicism energised me even though I was completely knackered! I'm very glad they won.

If you've watched the video above, I'd be interested to hear what you think of the Responsive Study Space idea. I reckon the basic principles - use ethnographic techniques to identify the dead space in your library, then convert that space into a study area which changes its nature according to where abouts you are in the academic year, based on student need - are pretty sound. The idea is that just as a Responsive Design website takes all the same elements and re-arranges them to be the best fit for the size of screen, Responsive Study Space takes the same elements of the room but maximises number of study spaces at Exam time, collaborative study spaces in term time, provides induction information in October and November, and so on depending on what your ethnography reveals. I really do think it's a good idea!


(Header image copyright of the UXLibs photographer, jtilleyphotographic, used by permission. View the original on Flickr, here. It features me and various others voting for Purple Haze as the pitch-off champions!)


#UxLibs 4: Ethnography You Can Try At Home

 

Post 4 about the UXLibs Conference. This one is about the actual ethnography we went there to learn about. If you're interested, there's a post about the conference organisation and format here, plus a post about the Usability keynote here, and a post about the Ethnography and Design keynotes here.

But first, the Conference badge. This genuinely was the best user experience I've ever had from a badge. The attention to detail was symptomatic of the whole approach to the conference, I felt - it was designed to be a good experience. Timetable, maps, where your accommodation is, which parallel sessions you were in, name, institution, Twitter name, the conference hashtag AND it was reversible so it could face either way and still be useful. All little things but together they made a real difference.

Badge magique!

Badge magique!

Before attending this conference my knowledge of ethnography was limited to having read about it. I'd not done any. I knew it was useful, and I knew why I felt we needed to make use of it - but if someone had caught me by surprise with the question 'So what IS ethnography in libraries?' I would have crumbled... But not anymore!

Here are some of the techniques we learned about ethnography - in the final post next time I'll cover the process of designing a service or product off the back of what you learn.

Cognitive Mapping

I've put this one first because it's my favourite. I didn't actually get to do this one (on Team Space Grey we all went to different workshops, and mine was the Observation one), but I really loved the results of it. If you're reading this thinking "I did do this and you've misunderstood it" then correct me in a comment!

Cognitive Mapping is in essence asking your subject (student, staff or whoever) to draw a map of the library - or, ideally, of their wider learning landscape - in order to understand how they perceive the space, what they actually use, what they value and see as most important and so on. Often the subject is asked to change colour of pens every 2 minutes, for a total of 3 colours over 6 minutes, so you can later see which order the items were drawn in, an indicator of their importance.

Here's a map which Team Space Grey got one of our students to draw (thanks for sending me this Kristin!):

We got two maps overall - what was particularly interesting for us is that one of them mentioned the basement area of the library as being dark and scary, and another didn't put the basement on the map at all! This was a big part of the idea we later pitched (which I'll cover in the next post).

There are some examples from Donna Lanclos of congitive maps, here.

What we didn't really have a chance to do at the conference itself was code the findings. To quote library anthropologist Andrew Asher - one of only two people to hold that position in libraries, the other being Donna Lanclos - here's how you might go about it:

Coding these images basically involves counting the elements drawn in order to construct two indexes: a identification index, which is the number of times that an element is drawn divided by the total number of individuals participating (i.e. the percentage of the time the element occurs), and representativeness index, which is the number of times an element is drawn divided by the number of times that category of element is drawn (e.g. the number of times a study room on the first floor is drawn divided by the number of times all study rooms are drawn) (See Colette Cauvin’s “Cognitive and cartographic representations : towards a comprehensive approach” for additional discussion). I also constructed a temporal index for each element by coding the three colors in order (1 = Blue, 2 = Green, 3 = Red) and calculating the mean value for each element (you could do more complicated things by combining the indexes if you are mathematically inclined, however, I’ve found that these three get at most questions).
— Andrew Asher | www.andrewasher.net

Observation

Observation is exactly what it sounds like - you occupy a space in the library or wider campus and you note exactly what's going on and how people use the space. In our workshop we were encouraged to focus on the location itself, the pathways users took through it, the interactions they had (both with other people and the objects and machinery), and the tools they used.

I drew a heat-map, or rather a behavioural map, using the Paper app on my iPad - tracing the lines of every single user who came through the library over a set period of time. You quickly get a picture of how people move through the space. (Not a single person went down to the basement...)

I can't draw at the best of times, and this was done using my finger - so my handwriting which is usually terrible is now completely unusable, and the weird mass of colours near the bottom left is me repeatedly trying to get the action right to bring up the colour selection tool - but I really enjoyed making this!

The idea of course is to build an understanding of how the space is used, and then adapt the space to better suit the reality for the users. For example, at Judge Business School they moved the digital display screens so they were easily viewable from the 'desire line' - the path most students took through the library. There's more on this in slides 13 - 19 of Andy Priestner's deck here. (That presentation is also a great introduction to ethnography generally.)

Interviews

The key thing about interviews in this context (as opposed to the more traditional focus group methods libraries often use) is asking completely open ended questions. I mentioned this in my post about Donna's keynote: if you ask how a student writes an essay, you get a potentially more illuminating answer than if you ask 'what library resources do you use for an essay' or 'how do you use the library'. All of this makes the data you get messy and harder to process, but ultimately in my view more worthwhile.

Touchstone Tours

Just as the Cognitive Mapping gets the user to draw the map rather than view the library's own, Touchstone Tours ask the user to take the librarian on a tour of the library, rather than the other way around. By the user telling you how the tools, systems, building and spaces work, you get to truly understand how it feels to be a user without the in-built knowledge and understanding we have as library staff. (Our tour subjects didn't take us down to the basement because, for them, it really didn't matter.)

Love-letter / break-up letter

I'm reluctant to try and describe this one in too much detail as I wasn't in the relevant session and we didn't end up using it in my team. But it involves writing a love-letter to the library if you like it, or a break-up letter if you don't. When it works well it gets to the heart of the user experience, and helps understand the emotions Matt Reidsma talked about in his Keynote on usability.

There is more info on interview techniques, touchstone tours, and the love letters, in Georgina's workshop slides.

Anything I've forgotten, let me know!

Australia! I am in you in April, running some marketing workshops...

Phil Bradley always said you could travel the world on a library degree, and that seems to be coming truer and truer. 

In April I'm running some workshops on marketing libraries, in Australia. If this is a side of the information profession you're interested in, I'd love to see you there! The dates and cities are:

  • April 20th: Melbourne
  • April 22nd: Sydney
  • April 24th: Brisbane

The training company who've asked me over to do these has put together a pretty comprehensive brochure detailing what we'll cover. You can see more info as well as booking details over on the PiCS site, and I've embedded the leaflet below.

Twitter for Researchers: Improvers Tips + Tricks

 

I delivered a workshop last week (mentioned in the previous post on hashtags) about Twitter for Researchers - it was aimed at people already on Twitter. There's an HE-centric Introduction to Twitter here, for anyone interested.

This one was at more of an improvers level, and covers setting up lists, saved searches, analytics and so forth. The slides are below.

Do you do conference talks and library events in work time?

 

As of this week I've gone part time! Only a little bit part-time - I still do 90% of full time at York. That leaves me 1 day off in 10 to do freelance work. So now the vast majority of my public speaking happens outside of work-time, but it wasn't always that way, so I feel like I can objectively write a post about the thorny issue of doing talks and workshops in work time.

I've only ever worked for two libraries. One didn't allow me to do much in the way of CPD things on work time (I took annual leave to do a lot of talks, prior to 2011) and my current employer does allow me to. The first employer's argument was basically, what do we get out of it if you're off doing a talk? My current employer's argument is, we want people out there representing the University, talking about what they're doing. I can see both sides of the argument.

For me there are several reasons why libraries allowing employees to speak at events in work time is a good idea. It helped my professional development a lot - I learnt about areas of librarianship in more detail by virture of having to do enough research to present on them, and it boosted my confidence. I also got to hear a lot of other presentations at the events I was speaking at, so my knowledge and understanding grew. And I've talked a lot about what we do at York, and that's led others to talk about what we're doing here too. It's also made me a happier employee. I'm more contented knowing we're encouraged to get out there and do stuff, rather than frustrated about having to use holiday to speak at conferences.

There's another side to this too, which is that people who present at events are constantly keeping their hand in, and learning, about presenting and teaching. There's nothing like doing something regularly to make you feel more comfortable with it, and you don't get that 'I need a few sessions to get back in the groove with this' thing when October comes and all the teaching starts. Several things I've developed as part of my wider workshops I now incorparate into my information literacy courses at York. So the external and the internal feed each other and both develop.

Ultimately allowing people to talk at events can make them not just happier in their roles but better at their jobs, so I hope that in the unlikely event I ever get into some sort of management position, I'll let people out of the building so they can spread their wings...

I'd be interested to hear from staff and managers for their perspectives on this.