How do you truly embed UX at an institutional level?

At the glorious UXLibs IV Conference (more on which below), Michelle Blake and I presented on embedding UX at York. By this we mean, attempting to move the ethnography and design ideas / techniques / methods which sit under the User Experience in Libraries umbrella, from novel and niche to mainstream and, if you'll forgive the management-speak, Business As Usual. Part of the culture. 

We're not all the way there yet and don't profess to have completely nailed it, but it is something we've consciously tried to achieve in the Library and we're having come success with it. Some of what we've done is outlined briefly in the presentation below, to which I've added an explanatory sentence to most slides so they make more sense without us talking over the top of it.

Embedding Ethnography and UX at the University of York from Ned Potter

I'd reccomend this post from Shelley Gullikson which nicely summarises several talks and sessions from UXLibs IV, and Andy Priestner's 50 Photos post gives a nice flavour of the conference as a whole.

Using screencapture software to make next-level PowerPoint presentations

I normally record talks I give at conferences, using my phone in my jacket pocket. I have a strict 'no critiquing myself during the talk itself' rule, so the recording allows me to listen back afterwards and pick up on things that I'd want to do differently next time, or things that worked well etc.

In the past I've also put a video up on YouTube, using Camtasia to record me moving the slides along with the audio of my talk at the LIASA conference in Cape Town. I don't think this worked that well because there was simply too many long periods where nothing changed on the screen - in real life that was fine because the audience looks at the speaker, but in a video - a visual medium after all - it just feels a little inert and uninteresting.

So for a recent talk I decided to try and make a version of the slides that would work as a proper video. I spoke at the CILIP PPRG Conference in January (more on that in a previous post) about our UoYTips marketing campaign - York won a Bronze Marketing Award which I was picking up at the event. I delivered the slides and recorded the talk in the usual way, but then set about creating a new version of the slides that had much more going on visually. The actual slides are here, if you're interested, and here is how they evolved for the video I came up with:

Now I've done this, I'm wondering why I can't just do more visually exciting slides anyway? This doesn't have to be just for YouTube. I've always wanted to use video in presentations more, and it's surprisingly easy to do as it turns out.

The tools

To make the video above I used three bits of software. PowerPoint, obviously, for the slides. Audacity to edit and play the audio (this is free). And Screencastomatic for both the screen-capture videos within the slides, and the overall screen-capture of slides plus audio you can view above. Screencastomatic is a great tool, which I found much easier to use than Camtasia. It's quick and intuitive. It can be used for free, but in order to record videos of more than 15 minutes, and record PC audio, you need the pro subscription - this costs 12 quid year which is pretty great value, I reckon.

Here's what the Screencast-o-matic interface looks like:

It's very easy to redraw the box around the exact part of the screen (or all the screen) that you want to record. You can pause and restart. You can also record PC audio as you go, or narrate into a mic. As you can see it gives you the option of recording from webcam at the same time if you wish, which happens in a smallish box at the top right of the screen.

It's really easy to use.

The techniques

In the video above there are a number of techniques (perhaps that's too grand a word!) employed to suit different types of information.

• Actual video recorded on my phone. (This happens about 25 seconds in.) I recorded a video in the usual way, emailed it to myself, and went to Insert Video in PPT. You can make it full screen, or you can overlay the branding / visual identity from your PPT over the top. I think this is crucial to how easy this is to do - the video can effectively be the background of the slide, just like an image can. You then overlay it with text, shapes, images etc as normal.

• Screencasting Google Earth. I really like this one, which happens here. How to have something dynamic on screen while I talk about the University of York? Type it into Google Earth then press record on the screencasting software, and return on Google Earth. It zooms all the way in and then, delightfully, spins round the building you've chosen for a bit. I'm going to use this in library induction sessions in the future, for sure.

• Using gifs. There's a couple of examples of this, but here's the most interesting one. It starts off as a regular full-screen image, and then I used animation to first of all drop the text on top of the image at the appropriate time, and secondly to trigger the gif video beginning (having downloaded the gif from a gif site, and saved it as a video).

• Regular PowerPoint animations and transitions. There's a few moments where things are added onto the screen one-by-one as I mention them, and there's this very long fade transition between two slides

• Videos of websites instead of screengrabs of websites. There's an example here, and another example here. In the talk I just showed a screenshot of the thing I was talking about, but here it's a 15 second video of the site being used, which is much more interesting. I'm definitely going to reuse this technique.

The drawbacks

Really the only two drawbacks are that it takes time, and it takes space.

Of course, recording a clip on a website in use takes more time than just a screenshot, but it becomes surprisingly quick. Perhaps a minute to set-up, record and save / export 20 seconds' worth of screen-capture, so not too bad at all.

In terms of space - the videos are MP4 files and pleasingly small. Most brief captures were under 1 meg. The 22 second-long Google Earth zoom right at the start of the video was 12 meg. The overall final file - a 20 minute video capturing the whole thing, was 99MB. Video files are so huge, I think this is pretty reasonable.

So, I'd recommend giving this a try. And if you create a presentation with video and upload it anywhere (or you've already done this in the past) leave me a link in the comments...

The key to good library marketing is *campaigns*

The title of this blog post is the opposite of click-bait: it says everything. It's the tl;dr not just of this post, but of successful library marketing per se.

One-off marketing almost never works, because people seldom act on a piece of marketing the first time they see it. When you see an ad, even a good one, you don't rush out and buy / do the thing right away. If you have Netflix for example, think about when you got it. Was it the first time you saw an ad? Or did you become more and more aware over time, and then eventually circumstances were right and you signed up?

In Library marketing terms we have to try and achieve the same thing. Build awareness over time of relevant services. Appeal to people at the right time. If we just push out lots of different messages all the time, this is too much information and its too dispersed - there's nothing for anyone to hold on to, and think 'this is for ME'. So 9 times out of 10 (at least) the successful marketing, the things which have impact and make a tangible difference to the Library, are in the form of campaigns. What does this mean in practice?

Campaign marketing consists of delivering the same message, tailored across different platforms, for a sustained period of time.

So your users see the message once, and they register it. They see it again somewhere else and they decide to act on it. And then perhaps a week later they see it again and that's when they change their behaviour, and do something they weren't going to do before. You need a week or two of focus on the same message to make that change happen.

Examples of great campaign marketing

I was at the PPRG Marketing Awards Conference last month, and the one thing which united virtually all the award winners was campaign marketing. You can see all the presentations on the PPRG website but here's some key examples.

Hampshire Library Services. Hampshire undertook a really comprehensive campaign to promote the free digital magazines service they had, which wasn't being used enough. You can view their Prezi here - it's well worth a look. Here's an example of their campaign visuals:

Hampshire Library Services campaign visuals, taken from their Prezi linked above

The key thing about these four ads is the visual style is so striking, you'd easily associate one with the other if you saw them seperately. So again, perhaps the first time you see the ad you think 'oh that's great, free magazines at the library!' but that still isn't enough for you to ACT. Then you see the second one and it reminds you of the first one, you associate the two, and it's the second push you need to go and actually download an e-magazine.

And downloading e-magazines is exactly what people did based on this campaign. Here's a key stat:

That's the thing about campign marketing: it really, really works.

Another great example was from Islington Library and Heritage Services. Take a look at the #islington50s slides here. They had a one-month campaign, with a set number of social media outputs each day, a clearly defined set of objectives, and both a library-user and non-library-user audience in mind.

Here's the slide on the impact it had:

Click the pic to open the entire presentation in a new window

I love the details that their Local History Centre was rushed of its feet as the impact of the campaign spread through the community!

The final example is local to me - York won a bronze award for our UoYTips marketing campaign. We ran our academic induction as a marketing campaign in 2016, and it worked so well we've built upon it for 2017. There are all sorts of reasons why we did this and why it worked - but again the key thing is, it was a campaign. Key messages over a concerted period of time. Here's a video I made that has the audio from my talk, plus a more video-friendly version of the slides:

Or if you'd prefer, just the original slides...

Running Academic Library induction as a marketing campaign from Ned Potter

Next steps

If you want to run a campaign, here are some things to think about.

1. Your campaign needs to be the primary focus of your comms for a concerted period of time. It doesn't mean you don't talk about anything else, just that you keep talking about the subject of the campaign
2. The same message needs to go out across multiple platforms, but it may work better when tailored for each - you wouldn't neccessarily use the same phrases, words or images for twitter, an email, a poster on the Digital Screens, and Facebook
3. A strong call to action is important. It's not enough just to pique people's interest - they need to know how to easily take the next step to engage with your campaign (visit a website, come to an event, fill in a form, whatever it might be)
4. Don't just measure outputs (tweets, posters etc) but outcomes - what happens as a result of your campaign? This takes time but it's worth it because you can build on what works

Library blankets for the win

Reblogged from Lib-Innovation

I've had a number of emails recently asking after our blankets in the library at the University of York, so I thought I'd blog about them.

Getting blankets for the library is probably one of the best things I've ever done in libraryland, honestly.  It took almost no effort and very little money. The students LOVE them. Everyone's a winner.

The quote in the title is from our feedback board where we asked students for tips for their peers. Here are some other quotes from the Graffiti Wall and from Twitter:

A plethora of positive feedback for the blankets

So the tl;dr of this post is, get blankets in your library! It's 100% worth doing.

Practicalities 

We bought 30 blankets for each of our sites. We get them from a local laundry who also launder them for us - but you can also buy perfectly serviceable and cheap examples from for example IKEA if you have your own laundry service to hand. They're laundered termly unless there's a reason to bring that schedule forward...

They sit in a bucket near the entrance of each library, and people can help themselves to them as they come and go. Here's a picture of the main campus library blankets: 

You'll notice the blankets are a fairly drab grey - this is deliberate, to make them less tempting to abscond with...

Origins

Like all academic libraries, our number 1 complaint for users is about the temperature - and it's equally split between too hot and too cold most of the time. We don't actually control the temperature anyhow, so we adopted the UX mentality of 'if you can't fix the problem at least make the user experience better in any way you can' and tried to improve things in what small ways we could. 

We'd heard at UXLibs I that a college in Cambridge had given out blankets and that this had reduced their complaints about the cold. Some students of mine from the History of Art Department came to me as part of Library Committee and told me it was basically too cold to work in Kings Manor, our town centre site which is in a building several hundred years old, so I immediately thought back to what Cambridge had done and resolved to steal their idea... (Sonya Adams and Libby Tilley at Cambridge were both really helpful to me in advising on how to set this whole thing up.) 

The students involved were really pleased but the great thing is EVERYONE was really pleased. 

So as we head into the colder months, see if you can do this for your library. Or even better, get your students SLANKETS so their arms are still free for reading. :) 

Sharing UX Findings: York's strategic approach

Reblogged from Lib-Innovation, updated with some new statistics and links.

For the 30th post on Lib-Innovation it seemed appropriate to celebrate the milestone by talking about dissemination of our UX work at York. Although the Lib-Innovation blog covers lots of other things too, the topic of UX was the main reason we created it in the first place.

We've tried to take a strategic approach to dissemination, proactively looking to share what we're doing with as many different types of audience as possible rather than just hoping it will happen. We're excited by what we're learning both from and about the ethnography, and the design, that we're undertaking, so we want people to know about it. In the ideal scenario, we'd spark ideas off that others take on and apply in their own contexts. And we want feedback and ideas to improve our own work. So we're telling people about the work across multiple platforms, and in this post we'll explore some of the ways we're doing it, and why.

Internal audiences

Our rule of thumb is that anyone who gives their time to take part in our ethnographic fieldwork should be the first to hear what we've done with the information. So for the last major UX project we did, the 100 or so participants go an interim report (along with library managers), and they will be the first to see the final report, before it is more widely circulated within the University.

The Library industry in general

The blog is open and anyone can read it, but it is aimed primarily at those in the library industry. (There's a separate blog which we aim at staff and students who use the library.) We hope to reach as many people as possible this way. Not everyone will end up caring too much about UX but hopefully for some it will stick. We put pretty much everything on here - the idea is you don't have to be at a certain event or to speak to any of us in person to learn everything there is to learn about what we're doing.

I tweet about it, we ask the people in the University's Central Marketing who deal with the library to tweet about it, and I sometimes reblog UX articles on my own website.

We've been pleasantly surprised by how much people have read the posts: the most popular article on this site (Vanya Gallimore's overview of our Understanding Academics UX project) has been viewed over 1800 times at the time of writing, which is more than the readership of the majority of subscription journals. What we've not had, however, is comments! I love blog comments. There was a period around 2011 or so when everyone left comments on each other's blogs, and as an author of a post it was so gratifying to be able to interact with people reading. That doesn't seem to happen any more (or maybe that's just our blog!), which is a shame.

We've also presented at a couple of non-UX related library events, for example at the Libraries, Archives and Museums Marketing Awards organised by the Welsh Government.

The Library UX community in particular

An obvious avenue for sharing our UX findings is conferences aimed wholly at libraries interested in UX. With that in mind I presented an overview of our UX activities so far at the Northern Collaboration Library UX event earlier in the year, and Vanya presented at UXLibs III, the biggest conference in this area, in June. You can see her slides here. My colleague Martin Philip also solicited feedback on our work so far during the UXLabs part of that conference, where delegates share work in progress.

UX Specialists from outside the world of libraries

We've only done one talk in this category so far but it's been incredibly beneficial. I presented to the Human Computer Interaction research cluster in York's Computer Science Department. There is a huge amount of knowledge and experience in the area of UX there, not just in terms of academic research but a lot the academics spend time in industry too.

They have a regular seminar series so we asked if we could take a slot in it. We approach this opportunity a bit like we'd approach a UX project: we didn't have a specific agenda or goal in mind but we were pretty sure we would learn something useful. My talk was very much 'here's what we've done, what would you advise we do next?' and it turns out they had a lot of extremely useful advice. I ended up writing pages of notes from the discussions that happened during the talk and afterwards.

A slide from the Computer Sciences presentation:

Among many positive outcomes, that particular day ended up shifting our future approach to UX to a less generative and more evaluative research process, to us changing the way we deal with customer profiles and personas entirely, to us putting together a bid (still in progress) for an intensive design workshop, and to the Department kindly offering to allows us use of their eye-tracking software for future projects. We hope to speak to more non-library audiences in the future. Talking of which...

Audiences outside HE and libraries entirely

I was invited by the Good Things Foundation, a charitable organisation who do a lot of work around digital inclusion and with public libraries, to talk to their staff at their Sheffield HQ. It was a great opportunity to exchange views and experiences with a completely different group of people, facing different challenges.

And finally: Slideshare 

I used to love Slideshare as a dissemination method. Recently however it's gone from being brilliantly useful to rather more hit and miss. It's always great for uploading your slides for others to find, and that can lead to all sorts of opportunities. But until recently Slideshare would 'feature' around 10 slidedecks each day on its homepage - if your slides got selected for this it would boost the views by 20,000 or so. Because of this it has a reach that we can't hope to match by any other channel. We have a lot of methods listed above which are about reaching quite specific audiences; Slideshare was our way just to reach far and wide and hope some relevant people were among the inflated audience.

In the last year or so Slideshare have stopped regularly updating their homepage, so the chance to get featured has reduced almost to zero. The overview of our UX activities so far hich I presented at Northern Collaboration has not been featured, but nevertheless 3,200 people have viewed it at the time of writing. My slides from the LAM Awards event mentioned above DID get featured however, and in fact as still there on the homepage of Slideshare, four months later. As such they've now been viewed just over 400,000 times, which is ridiculous. Clearly only a small fraction of those people are relevant to us at York.

However, 2,400 people have downloaded the slides, suggesting they want to study what we've done a little closer. And these slides led directly to the invitation from the Good Things Foundation, as well as a visit to York from librarians overseas to discuss our UX work - so although Slideshare's reach is unfocused, it's still been relevant and useful for us.