University of York Library

A UX Intern writes... Emma Gray on ethnography

This is the second post in a series about Embedding Ethnography at York. The introductory post is here; the next post will be on the same project as this one, but written by me and focusing on the logistics of organising the whole thing, rather than undertaking the ethnography.

This is Part 2, written by Emma Gray, who was our first UX Intern. At the time of her work with us she was a 2nd year undergraduate at another institution. She did an absolutely brilliant job here, and we learned a lot through her work - about our students but also about ethnography itself. Here's her take on the project. It's a great intro to what we think of at York as the Big Five ethnographic techniques in libraries. There are plenty more, but so far we've focused on these ones, in various combinations, across all our UX work.


UX TECHNIQUES IN A LIBRARY SETTING – INTERNSHIP REFLECTION

In August 2015, I began an intern project looking into how several ethnographic UX techniques can be applied to a library setting and used to investigate possible improvements of the library user’s experience in the University of York library. As the project took place outside of term time, there was a focus on the experience of postgraduate students, who were still using the library over the summer break. The techniques covered over the internship include cognitive mapping, love/break-up letters, interviews, behavioural observation and touchstone tours.

BEHAVIOURAL OBSERVATION

Behavioural mapping is the first technique that I tried out at the beginning of the project. Being unfamiliar with the library before the project began, it was a valuable experience to observe how students behaviour in different spaces in the library. Firstly, I made a grid to record observations over the six week period in different locations within the library, increasingly concentrating on the more busy areas. Using the AEIOU framework, I recorded action (how the students are working in the space), environments (noting atmosphere, for example noise levels), objects (which services are used, e.g. technology and printed resources) and finally users (it is useful to note who is using the space, be it students, staff or external users). Secondly, it was also useful to record pathway maps using coloured diagrams of how individual students move in the space. In the York University library, it was particularly relevant to record pathways in the entrance foyer because the result show which building of the library students head when they enter.

An example of one of Emma's pathway maps

An example of one of Emma's pathway maps

COGNITIVE MAPS

Participants were given six minutes to draw a map of the library, and I asked participants to change the colour of their pen every two minutes so that it could be easily remembered in which order things were drawn. It was a good starting activity because it allowed students to think about how they use the library and its services as whole. This visual representation of the spaces seems to also get the students thinking about how they use the library because I asked them more detailed questions during the interview.

The idea is that students would instinctively begin by drawing areas of the library they area most familiar with. However, I found that most participants started drawing the entrance in detail, maybe because the layout of the library as a whole is quite complex. I therefore encouraged participants to begin by drawing the area of the library they are most familiar with and use the most. This gave stronger results because it showed which objects and areas are most used.

A Cognitive Map drawn by one of the participants of the study.

A Cognitive Map drawn by one of the participants of the study.

In order to process the results of these maps, I divided the library into each floor of each building, and for each noted number of occurrences on the maps, its identification index which reflects the percentage of time is occurs (number of occurrences /number of participants), its representative index (number of occurrences / times category is drawn), and its temporal index (3 points for first pen colour, 2 points for the second and 1 point for the third). This process was then repeated for each individual object that is drawn on the maps, which for example included desks, computer areas and other library services. The advantage of this technique is that is gives a visual representation of how the students view the library, and it can also yield quantitative data. However, it is also a very time consuming technique, so the practicality of the data very much depends on the size of the library.

A screengrab of part of Emma's coding of Cognitive Maps

A screengrab of part of Emma's coding of Cognitive Maps

INTERVIEWS

I began the interview by asking the participants to describe and elaborate on their cognitive maps. Many participants elaborated on how they use certain spaces, which provided useful context for the cognitive map. I also asked participants to explain the process of how they use library services when working through an assignment. I asked general questions about the students’ experience with various services that the library provides, and encouraged to give their opinion on how their experience could be improved.

I found that being an intern and a student myself was invaluable to the interview process because the students did not shy away from being honest about their experience and more comfortable being critical than they might have been with a member of staff. Following the advice from Bernard’s ‘Research Methods in Anthropology: Qualitative and Quantitative Approaches’, I occasionally paused after a short answer was given, and often the participant would continue talking in more detail after a few moments, which kept the conversation flowing.

The major advantage of interviews is the breadth of information they yield, especially because things that individuals bring up can be elaborated upon and questions can also be adapted for future participants (e.g. finding out whether students had similar experiences with aspects of the library mentioned by other participants). Having a few standard open-ended questions is key, but participants seem to much more at ease if the interview flows like a conversation, rather than reading off a list of questions.

The only downside is that transcribing long interviews (they usually lasted between ten and fifteen minutes) takes a long time, but is definitely more valuable than making notes at the time because you are free to focus on what the participant is saying.

LOVE / BREAK-UP LETTER

Participants were asked to write either a love or break-up letter to a specific service that the library offers, so that the students can more emotively express how they feel about this service. I encouraged students to write about they feel (either negatively or positively) passionate about.

The participants were given a maximum of ten minutes to complete their letter. I definitely found this technique the most interesting because many participants wrote very imaginative, emotive letters that gave real insight into how library services and staff are perceived, and how this affects their daily university life. I did not find that this technique had any real disadvantages, only that some students preferred to write a wish list on what could be changed in the library. This also gave insightful information, but often did not show the reasoning behind these requests.  

An example of a usefully insightful Break-up Letter... Participants write these by hand but Emma wrote them up for ease of searching / reading. 

An example of a usefully insightful Break-up Letter... Participants write these by hand but Emma wrote them up for ease of searching / reading. 

And for balance, here's a Love Letter...

And for balance, here's a Love Letter...

TOUCHSTONE TOURS

For touchstone tours, I asked participants to give me a guide of the library. I voice recorded the tours to be transcribed later, so that every detail of the tour could be recorded.

Before the tour began, I usually encouraged participants to give as much detail as they could about how they use the services and different spaces, and also to point out their favourite space in the library. During the tour, I tried not to interrupt the participants or ask any more questions so that they could speak freely. Occasionally, I asked questions after the tour was over if any clarification was needed, or to enquire why the tour hadn’t included a certain area of the library.

The touchstone tours were interesting because the participants were very free to take me wherever they want, and point out anything they want, meaning that the participants brought some things up which I hadn’t thought to mention in the interview. It is notable that the quality of the tour heavily depended on how comfortable the participants were speaking out loud and narrative as we went along.

CONCLUSION

All of the techniques describe above have their own advantages and disadvantages, but they also each contributed to a more multi-faceted insight into how each participant engages with library services. I found the cognitive mapping the most interesting technique because I think it was the most unfamiliar to the participants and therefore got them thinking about how they use the library in a new way. As was the case in this particular library, it also highlights any areas that are being underused. Conclusively, having an intern collect UX data for a university library is a great idea, because the students are definitely more comfortable making their feelings known than they would be with a staff member.

Embedding ethnography Part 1: long term UX in the Library

The User Experience in Libraries Conference is looming next week, and I've got a series of UX related posts (not all by me!) lined up for this blog. (Read post 2, A UX Intern writes... here.) Apart from writing about last year's conference, and creating the UX Resource List for anyone interested in an introduction to the area, I've not really talked much about ethnography on here, but I've been doing a lot.

Apparently someone recently asked Andy Priestner (UXLibs Chair) what 'the next fad in libraries will be after UX'! To me this totally miscasts what User Experience in libraries is all about. Purely and simply, UX is an umbrella term for a suite of methods to help us understand our uses better, and design changes to that service so it works more successfully for those users. That is not a new or faddish need. It isn't going to go away. The methods may be new to libraries (in the UK at least; they're more established in the US and Scandanavia particularly) but there is a growing community of libraries and librarians getting amazing understanding and insight with them, so we'll continue to use them. More and more info pro jobs are starting to get elements of UX in the job description. This stuff is here to stay not because it is fashionable, but because it works.

The posts over the next two or three weeks will cover three projects undertaken at the University of York, including guest posts from UX Interns we had for two of them. The first covered Postgraduate students, the second covered specifically just Postgraduate Researchers, and the third, still ongoing at the time of writing, focused on academics. All of them have been fascinating and rewarding, but by no means plain sailing...

The Fairhurst Building at the University of York, the HQ for all our UX projects. Photo used by permission, copyright of Paul Shields.

The Fairhurst Building at the University of York, the HQ for all our UX projects. Photo used by permission, copyright of Paul Shields.

UX at York: project overviews

I'll go into more detail in subsequent posts but here's an introduction to each project.

  • Project 1: Summer UX. This was a 2 month project with the aim of building a UX Toolkit - essentially understanding the UX techniques and methodologies in a York context, see how they worked, what we could learn etc. We had an intern working part-time during the 2 months, and we used 5 ethnographic techniques across a total of 25 participants. These were all Postgraduates, both PGRs and PGTs, from a mix of disciplines.
  • Project 2: PGR-UX. The second project also featured an intern, and was more focused - we spoke to fewer people, and the participants were all Research PGs. We targeted people from specific departments, and really only used three of the ethnographic techniques.
  • Project 3: Understanding Academics. This project is absolutely huge and still on-going. It involves everyone in Academic Liaison, will last several months, and involves academics from every single Department at York. We have spoken to around 100 people in total for this, and used two ethnographic techniques. The analysis has just started.

Embedding ethnography

The key to our approach at York has been to try and integrate ethnography into our regular routine right from the start, rather than having a little UX silo where UX projects happen in isolation. We now try and utilise UX wherever appropriate in the Library, although quite honestly we've been better at embedding the ethnography than we have at the design-thinking / human-centred design aspect that completes (or continues) the UX-cycle, but that side of things is coming. We aim to consistently supplement our existing data collection methods with a nuanced UX approach, and because of the amount of work involved in ethnography and the sheer amount of time it takes, we target specific groups and areas we want to know more about and use ethnographic techniques with them. Each time we do, we learn more about that group of users then we've ever known about a group of users before. It's fantastic.

The five of us who attended UXLibs set ourselves up as available to be brought in on any wider projects happening in the library, to provide advice and guidance of if, where and how ethnography might be useful. So although the first project listed above, Summer UX, was primarily a way to try out UX in a York context, the subsequent two have been existing projects which have been deemed suitable for ethnographic input, and we've been brought in to advise on how best to go about it.

Next time will be the first guest post in a very long while on this blog - our first ever UX Intern, Emma Grey, has written about her experiences working with us when completely new to both libraries and User Experience, and the five ethnographic techniques she employed, including how she refined them as she went along. 


Header pic by the Library Photographer at the University of York, Paul Shields. Used with permission.

 

 

Using Prezi in the Academic Library

 

The zooming presentation tool Prezi is a very divisive alternative to PowerPoint. Prezi's 40 million users have created MANY bad presentations since it launched in 2009, and for that reason it has a bad rep in some circles - poorly made Prezis make the audience feel motion-sick, and even really well made Prezis are sometimes more about the tool and the presenter than they are about the content and the audience. Conversely some people LOVE it: "I just use Prezi for everything" is a phrase you hear sometimes, which personally I view as a mistake.

My own feelings on Prezi are somewhere in the middle - I don't use it for about 75% of the presentations I create, but I don't hate it either. It can be a really effective tool in the academic environment, and at my institution we've had students and staff love what we've done with it. The key is, use Prezi with a good reason. Otherwise, don't.

So here are some good uses for Prezi in the academic library:

1. Interactive Maps of the Library

My favourite use for Prezi is take something static, and make it dynamic. You can stretch any image as large as you want (as long as it's not a low-res image) and make it the background to your entire presentation, then add points of interaction with that image.

This is the main example from York - our interactive map of the library:

This serves two purposes. Firstly it sits online (and embedded in various places on our website and Libguides) for the students to interact with in their own time. The students appreciate this because the information about the library, of which there is a LOT, is arranged geographically. This level of context makes it easier to get to grips with. The non-linear qualities of Prezi mean that if, for example, the student wants to know what's on the second floor of the Fairhurst building, they just click on the second floor of the Fairhurst building. (Try it in the map above!) It goes straight there - rather than having to skip a bunch of slides or scroll through a bunch of text or sit through a video. Talking of video, I've embedded about 10 videos in this Prezi at appropriate points - anyone who's ever tried to embed videos in PowerPoint know what a thankless task that is... In Prezi you just copy and paste in the YouTube URL and it does the rest.

The second purpose is to use it in Induction talks. We create department-specific versions of it - these tend to be far less detailed than the full version above, covering less ground, but adding in more subject detail: the specific whereabouts of a department's books and journals, for example, or details of the Special Collections we have which are most relevant to them. Here's a History of Art example that I used this year with my Postgraduates.

As Prezi users will know, the order in which your presentation visits the various elements on the canvas is known as the 'Path'. It's easy to take things out of your path WITHOUT taking them out of your presentation - meaning you can deliver a talk for whatever time-slot you have, but when you give people the link the presentation afterwards they can see the full version with much more detail left in.

So for me, the ability to take a floor-plan PDF and make it interactive, the ability to contextualise our YouTube videos, and the ability to make copies of the map which we customise for each department and presentation length, are all good reasons to justify using Prezi.

If you want to take your own floor-plans and turn them into interactive maps, it's really not that complicated - I've written a guide to that here. Student feedback is great so it's worth doing - also, we often get academics giving us very good feedback and starting conversations about it, so it's a chance to boost our credibility in departments more generally.

2. Presentations with a focus on visual content

Another History of Art example here - the presentation I use for a session on Finding Images with my HoA 1st years. Because it's all about imagery, a very visual presentation makes sense. It also helps to make some of the tedious step-by-step instructions I have to cover slightly more engaging. I don't know why but I quite like the 70s wallpaper aesthetic of this Prezi template, too.

3. Presentations on several disparate subjects

The final reason I use Prezi is when covering lots of different topics or tools under one umbrella. When doing a presentation or teaching session on one topic or idea, the linear nature of PowerPoint suits this well. But when covering lots of things, it can be helpful to show the audience all of them at first, then visit each of them one by one. For a session for academics on online tools and technologies, there's not much linking the content except everything is online - for that the Prezi helps make sense of the broader context.

For most teaching and most presentations I find PowerPoint is fine - it's also much maligned of course, but when used well it can be very effective. For me it's never a case of tossing a coin as to which one to choose - unless there's a compelling reason to use Prezi, why risk the audience feeling sea-sick?

That said, when there IS a compelling reason to choose it, it make a huge difference to the level of engagement. People literally sit up in their seats and take notice. And if you always keep the audience in mind, and use Prezi to deliver your message effectively rather than show off, it will work.

In terms of accessibility, Prezi does provide a transcript of each presentation but I'm not sure that would be much of a recreation of actually watching the presentation, so we don't provide any information only in Prezi. In the Finding Images presentation above, for example, there's nothing in it which isn't also in the hand-out I give the students.

Here's a specific post on how NOT to make your audience feel sick, if you want more detail on that. If you've had successes or failures in using Prezi in academic libraries that you'd be willing to share, leave me a comment below.

A UX in Libraries Reading List

There's a new page in my navigation bar! UX is here.

Earlier in the month I called upon the ever-awesome network of twitter info pros to help me create a reading list to introduce someone to UX in Libraries - the part of User Experience focusing on ethnography and physical spaces rather than primarily on the online experience.

UX is a growing area but lots of people are still unfamiliar with it, so the aim of the list is to take a structured approach to introducing the topic, taking someone from a fairly straightforward definition right through to books, blogposts, presentations and journal articles that go into a lot of detail.

Lots of people came back with great suggestions and I said I'd make the list publicly available upon completion, so here it is. When you're looking for UX literature there's obviously a huge amount on website UX, so it's nice to have a concentrated list that's just about the library context.

UX in Libraries Resource List: A Structured Introduction to UX and Ethnography.

If you're wondering about tweeting a link to this blogpost you can use the sharing button at the bottom of the post, or you can use this one to tweet a link directly to the reading list itself instead if you'd prefer!

I created this primarily for the UX Intern about to start work at York for six weeks, who I'll be managing. I'm very excited about this - it's such a great opportunity to hit the ground running with some ethnography, and turn the ideas from the UXLibs conference into results for our own institution. The intern starts in August - I'll blog about how that all goes at a later date.

If you can think of a way to improve this reading list, please let me know! I've created a copy for our intern which I'll leave alone for the moment, so this public version can be amdended to and added to as much as people feel would be useful. I'm particularly keen on additions that you have specifically read / watched / viewed and found helpful, rather than 'I've heard this is good' type suggestions which might end up making the list too long and unwiedly...

(updated) Training up North! Presentation Skills workshop coming up

UPDATED 1st OCTOBER:

I now have confirmation of the location and details on the October 16th workshop. I've deleted all the stuff about the York workshops in the post below, as those dates are now past.


Oct 16: Presentation skills workshop, Liverpool

This is the full-day Making Your Message Stick workshop, which I've just revamped, for CILIPNW. It'll take place at the Library at the University of Liverpool. All the details, including how to book, are on the CILIP website - in essence we'll be covering how to make a very effective presentation indeed (which, as it happens, will also look really nice!).

There are also two free student places available, with a deadline of October 5th for application - if you're currently enrolled on a LIS course, click here to see how to apply.

Some feedback from the two most recent Presentation Skills workshops I've run, for CILIP NE and the Bodleian:

“Tips and tricks about perfect presentations - it was fantastic! Very informative, very attractive content of the course. I’d recommend it to anyone.”

”The trainer’s knowledge and approach to the presentation were outstanding. We received numerous references for further learning and finding resources, which is greatly appreciated.”

”It was excellent. It is a particularly difficult topic to present on, as the audience is looking to see excellent presentation skills in action. The trainer succeeded in demonstrating presentation skills as well as talking about them.”

”It was just perfect.”

”Ned is very engaging and was able to get across his enthusiasm and expereince of presenting at a high standard.”

”The trainer gave lots of useful tips and could draw on own experience in libraries to illustrate points; there as a good balence between written and spoken input and time to practice new ideas.”

”The course was really fantastic, I came away with lots of practical ideas and feeling enthusiastic about sharing them with my team.”

”The best training I have ever been on.”

“I found the day very useful - a very practical session with time for hands-on practice and a lot of good advice given. I have heard a lot of about Ned’s presentation expertise. He was great!”

”Really useful and informative. Good to have practical sessions as well as demos.”

”Ned was fantastic, and there was a great balance of practical exercises, and presentation of examples and tips.”
— Bodleian Libraries 2015, and CILIP NE 2015

You can see all of the upcoming workshops on my Upcoming Events page. Hope to see you at one of them!