UXLibs II: This Time It's Political

I'll never forget #UXLibs, for reasons beyond the excellent content and camaraderie pic.twitter.com/u6KQfo10os

— Emma Thompson (@LibraryEmma) June 26, 2016

At 9am on Day 2 of the UXLibs II conference, 154 information professionals sat in a large room feeling collectively desolate. I don’t want to be glib or melodramatic but the feeling of communal sadness at what had happened in the EU Referendum overnight felt to me akin to grief, like someone close to the conference had actually died the night before.

Was there anyone present who voted Leave? Possibly. But it seemed everyone was devastated. There were tears. UXLibs is, as Library Conferences go, relatively diverse (although it's still something we need to work on), not least because well over a third of the delegates - 60 this time around - are from outside England. Our North American and Singaporean friends felt our pain, our European friends were sad our country had chosen to leave them, and for the Brits it was already clear what an omnishambles the vote had caused.

The committee had met for an early breakfast to process how we should proceed. We agreed on two things: first that however we all felt, organisers and delegates had to deliver the best possible conference experience in the circumstances; and second that this was not time for neutrality. (In fact I was talking to Lawrie Phipps from JISC a little later that morning and we agreed that perhaps if so many libraries and educational institutions generally weren’t so neutral by habit, people might have a better idea of when they were being systematically lied to by politicians.) Conference Chair Andy Priestner was due to open the conference: say what you want to say, don’t hold back, we agreed. There had been a lot of jokes the day before - humour is an important part of the UXLibs conference as it leads to informality, which in turn most often leads to better and deeper communication, proper relationships – but there would be no attempt at making light of this. Don’t gloss over it. Don’t be glib. Don’t be neutral. But do be political.

So he was. You can read Andy’s reflections on his opening address here, and this is what he said:

“Today is not a good day.

I’ve worried for several months about this moment in case unthinkably it might go the way it has gone. I am devastated. Everyone I speak to is devastated. This is a victory for fear, hate and stupidity.

But as Donna said yesterday when describing her experiences in Northern Ireland – ethnographers have to get on with it. WE have to get on with it. Perhaps it’s a good thing that we will all have less time to dwell on what has just happened. Perhaps it’s good that we’ll be busy.

What I do know for a fact is that we have to be kind to each other today however we might feel. Let there be hugs. Let there be understanding.

For me one of the most precious things about UXLibs is the networking and sharing we enjoy from beyond the UK. The collaboration across countries, the realisation that despite the different languages, cultures and traditions that we are all the same and can learn so much from each other.

But it’s too soon to be cheerful. It’s too soon for silver linings.

Today is not a good day.’”

I was proud of him.

And then Day 2 happened, and I was proud of EVERYONE. What an amazing group of people. Shelley Gullikson put it like this:

“Last year I said that UXLibs was the best conference I’d ever been to. UXLibs II feels like it might be the best community I’ve ever belonged to.”

Everyone found a way to help each other, support each other, make each other laugh, and work together – after Lawrie’s keynote the first thing on the agenda was the Team Challenge so no one could spend any time sitting in dejected silence, there was too much to do… Collectively everyone not just got through the day but made it brilliant. It wasn’t a good day overall – a good conference doesn’t transcend political and socio-economic catastrophe. But it was the best day it could possibly be.

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I attended the first UXLibs conference in 2015 and I was blown away by it. It felt like the organising committee had started from scratch, as if there were no legacy of how a conference should be, and designed it from the ground up. They kept some elements, the ones that work most, and replaced others with new and more engaging things, especially the Team Challenge. It was the best conference I’ve ever attended.

The follow up, UXLibs II, had something of an advocacy theme – as I put it in the conference, if UXLibs I was ‘how do we do UX?’ then UXLibs II was ‘how do we actually make it happen?’. As communication and marketing is something I do a lot of work around and, as Andy so kindly put it, he wanted to see if we’d actually get on and not hate each other if we worked together, I was invited to join he and Matt Borg as the main organising committee (although we had a huge amount of input from several other people in planning the event). This was in September last year; Andy and Matt had already been planning for a while and by October we had our first provisional programme in place.

Andy and Matt...

Matt and me...

I find organising events approximately three trillion times more stressful than speaking at them, and hadn’t got fully involved in putting on a conference since 2011 when I swore ‘never again’. But I couldn’t resist the chance to work with Andy and Matt because we are pretty much on the same page about a lot of things, but disagree on a lot of the details, which makes for an interesting and productive working arrangement. So, around 400 emails later, a couple of face-to-face meetings later, many online meetings using Google Hangouts later, we were in thestudio, Manchester for the event itself. At the end of the two days, despite the dark cloud of Brexit hanging over us, everyone seemed exhausted but fulfilled. We’d built the event around the community and what that community said it needed, and I think it worked. It’s a great community and I felt excited to be part of it – challenged, stimulated, and I’d echo the delegate who came up to me at the end and said she’d never laughed so much at a conference: it was FUN.

Several things made this conference different, for me, apart from just the content. There's the fact that all the delegates have to be active participants (they were 'doing doing' as I put it, somewhat to my own surprise and certainly to my own mortification, when introducing the team challenge), there's the mixture of keynotes, workshops, delegate talks and team challenge, there's the informality and fun but with the Code of Conduct to ensure people can work together appropriately, there's the fact we individually emailed 100 delegates from UXLibs I to find out what their challenges were so we could help shape the conference, there's the fact that 150 people got to choose which workshops and papers they attended, there's the blind reviewing process for accepting papers, there's the scoring system for the best paper prize that was far more complicated than 'highest number of votes' because different papers were seen by different sizes of audience... There's the fact there's less fracture and division than in most conferences: I truly feel we're moving forward together as a UX in Libraries community. There's the fact that the venue was not only excellent but had a trainset running around near its ceiling that you could stop and start by tweeting at it!

Turns out it's quite easy to avoid All Male Panel. What you do, conference organisers, is you don't put all males on the panel. (Pic by @GeekEmilia)

There's the fact that Matt made completely bespoke badges with individual timetables for all 154 attendees! I can't tell you what mine said (let's say Matt was experiencing some remorse at saying he'd do the badges by the time he got to 'P') but so many people commented on the good-luck messages he put in to all presenters for their slots...

For all who think THE UXLibs Conference is a jolly :) #UXLibs pic.twitter.com/KaThDgLQXQ

— Sonia Wilson (@sonia_wilson1) June 23, 2016

This is very cute :-) #uxlibs pic.twitter.com/CrpH3Zyxcb

— Rachel Claire Walker (@phys_librarian) June 23, 2016

So it was pretty great, overall, despite everything. Thank you everyone invovled.

UXLibs III planning has already begun.

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.

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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

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.

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

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. 

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.

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. 

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

 

Life, Librarianship and Everything at #NLPNOpen

I gave at talk at the #NLPNOPEN event on Saturday, organised by the wonderful Manchester New Library Professionals Network. I actually invited myself to talk at this event, something I've not done before, because I think NLPN are ace, and because my favourite events have always been New Professionals events, and I miss the enthusiasm and hope, and what to learn from the new ideas. They were kind enough to let me talk at them for an hour at the start, basically about things that I've found to be important and that I'd wish I'd known earlier, about life, librarianship and everything (although mainly, it has to be said, librarianship).

Here are the slides.

Life, librarianship and everything from Ned Potter

Really the key messages are firstly that the tools exist now for you to make things happen if you want to - start a network, start a JOURNAL even, write blog, join a wider dialogue, whatever it may be - and that if you take one action it can lead to all sorts of other actions, that are rewarding in themselves and can benefit your career.

BUT, that said, the second message is no one cares if you're a rockstar, and interview panels don't actually ask about the stuff you do outside your job very often. It may be that you talk about it - it may be that when they say how would you cope with marshalling an annual resources budget, you can reply 'I'm the treasurer for this committee so I have experience' - but no one seems to say 'tell us about what groups you've joined / what conferences you've presented at / what articles you've written'. Not normally. In HE particularly we literally have to ask the same questions to every candidate so there's no room for those kinds of digressions. So this slide is, I think, important to reassure people who feel like they should be Doing All The Things but cannot Do All The Things because life gets in the way:

Everyone present did a brilliant job of tweeting the talk and indeed the whole day, which you can see in the Storify NLPN have pulled together - it's embedded below this next bit.

I saw some really good talks at this event, and I really enjoyed the open nature of the discussion - sometimes at traditional library conferences everything feels quite narrow because so many conversations have been had before, or are on sort of perpetual loop. The standard was very high too, in terms of presentation skills and the slides themselves - hardly any bullet points, lots of images, lots of creativity, lots of good communication.

Suzanne Coleman gave a great mini paper about Instagram, which is absolutely the most important platform for academic libraries using social media at the moment. Laura Green and Louise Beddow (who joined Twitter off the back of my talk - please go and make her feel welcome!) then talked about what they did for National Libraries Day at MMU - generally the academic sector engages with NLD in a fairly minimal way but they went all in and it really seemed to work. They had huge success with their comment board, allowing students to write things which other students (and staff) could reply to on the wall - this is an ethnographic technique which seems to work well so much of the time. We have walls at my own institution which you can write on, but they're specifically designed for students to just workshop ideas or get things out of their brains, rather than for feedback. But we're doing the feedback wall thing properly soon and I'm interested to see how it goes.

Carly Rowley talked about music librarianship, which was interesting to me as I've been a Music Liaison Librarian here. The discussion was a lot more Content / Collections based than my experiences - I tended to focus on the services we could offer rather than the stuff we had, but that probably just reflects my biases and interests. It was interesting that a few people in the room could play instruments or read music but didn't consider themselves musicians! I think if you can play or sing, you're a musician. Surely? I love being a musician and in how I define myself it's a lot more important to me than being a librarian is, although outwardly it takes up far less of my life. On that note, there's actually a secret (as in, unlisted in the navigation) part of this website that acts as an outlet - along with my Instagram - for drum-related things. You can find it here, friends of drums and drumming...

The final two presentations were Open Access themed. They complimented each other well actually - Jen Bayjoo representing the librarian and Penny Andrews representing the Researcher. The common theme was really around what it is actually like to be an academic, which is to say a human being with pressures and insecurities and lives to lead, and interact with library systems. A healthy dose of realism ran through Penny's talk - it's so important to be realistic about which parts of what we do work, which parts really matter, which parts may or may not endure... Jen had a nice practical element too, discussing real life problems and issues of working in an OA advocacy / support role. Her slides are online here.

It's also important that we as info pros are Open Access all the way - don't submit your article to a non-open-access journal, folks! I wrote most of my 'proper' publications before I really understood Open Access, but I've retrospectively got as many permissions as possible to make things OA. See my Publications page for the links, including a thing for Bethan Ruddock's New Professionals Tookit book - although my take on a lot of that stuff has evolved since I wrote that, so if NLPNOpen-me disagrees with Bethan's-book-me, go with NLPNOpen-me...

Organising events is hugely stressful - it's THE WORST, worse than dating a Tory, even - so massive thanks so NLPNOpen for doing this, for free, on their weekend (and of course many more days in the run-up to the event, working everything out). I got a lot out of the day. I learned stuff and I felt good afterwards. It was ace.

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Here is @ManchesterNLPN's excellent Storify of the day - check out the tweets to get more of a feel for all of the presentations. Thank you SO MUCH to NLPN for having me. Loved it.

3 simple ways to use images more effectively in PowerPoint

Tweet

Poor old PowerPoint, much maligned despite actually being pretty decent. Admittedly what PowerPoint WANTS you to do is a bad presentation, but if you ignore its promptings it can be a great communicatory tool.

Here are three techniques I use with images to help me make better slides.

Darkening Images

I use this technique a lot in my own slides, and indeed apply to making graphics, posters, thumbnails, and videos too. You take your desired picture (using pictures is good, relevant images help people learn) and then you reduce the brightness in PowerPoint in order to be able to write a relevant sentence or two on top. You retain the value of the picture, your words are clearly legible, and your slide looks extra stylish because it contains no filled (or semi-transparent) text boxes.

So here's a nice image, but it's too busy for text to be easily readable:

Here's the same thing darkened. To do this, right-click on the image and choose Format Picture, then find the Brightness and Contrast menu: this is in different places depending on which version of PowerPoint you're on. Then slide the Brightness slider to the left until you get a happy compromise between the picture being dark enough to write on in white, and light enough to still be easy to see and to work as a supporting image.

Like this:

I use this technique all the time in presentations and training materials, much of the time first showing the image in its orignal state then on the next slide the darkened version. Often I also use the Blur effect on the image to make the text even clearer against the background.

The Rule of Thirds

The Rule of Thirds is not something I'm very good at explaining, but it is something I find very interesting... It's around what makes an image particularly interesting or arresting, and I'll point you towards Ruth Jenkins' excellent blog post about it for a proper explanation.

A really short version is: images are most pleasing when the subjects are arranged on the (invisible) lines of division if you were to divide the space into thirds vertically and physically.

From a purely practical point of view, it relates to slides in that images which conform to the rule of thirds don't have anything in their dead centre. This is great for slides because it leaves a nice 'copy-space' for us to write in - whereas images where the subject is bang in the middle are really hard to use in presentations because there's nowhere convenient for the text to go.

So let's say you're talking about mobile phone use. The image in the darkening example above is a perfectly nice picture of a phone - but the focus of the image, the phone itself, is right in the middle of the frame. So our caption, though nicely readable against the darkened background, obscures the phone somewhat.

Here's another shot of the same person holding the same phone - this time the rule of thirds is applied. I've put in the division lines to make it clearer.

So the subjects are on the division lines - in this case, the lady holding the phone and the phone itself. Our slide is about mobile phone use so the photographer has done some of the work for us by putting the phone in focus and everything else not.

When we add our caption there's a natural space (again, on a vertical division line) to put the text.

So when picking out images for use in slides, you don't HAVE to think about the Rule of Thirds - but it certainly makes life easier if the subject isn't dead-centre in the picture.

Extending Images

Finally there's a technique which is a little bit more complicated but which allows you to manipulate images which you want to use but which aren't quite the right proportions for your slides.

Let's say you have a portrait image to fit into your landscape slide. You don't want to stretch the image because that will ruin it. If it's a busy image with a lot going on then it's best just to back-fill the rest of the slide with a block colour like black, white or grey, and write on that. But if the edge of your image is very simple - a picture of the sky for example - you can paste a second copy of your picture onto your slide, then use the crop tool to crop the second version to a tiny sliver of sky. Then you line up the sliver with the rest of your portrait-aligned picture, and stretch it to fill the slide completely. Your portrait image is now landscape.

In the example below I've used this technique to apply the Rule of Thirds to an image with a centred subject. Here's the original picture:

As you can see, the moon is bang in the middle, making it trickier to write anything big enough for people at the back of a lecture hall to read and still keep the slide looking coherent.

So we paste in the second version, crop, and stretch to extend:

Hopefully you'll agree this is literally seamless - you can't see the point at which the old image ends and the extended, cropped version begins.

I hope you can use one or more of the techniques above in your slides, and good luck!

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All of the images used in these examples are Creative Commons Zero - they can be used, remixed, modified and so on without attribution. I sourced them via finda.photo.