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How Users Conduct Research
Using Discovery Systems:
Results of a Usability Study
Kelsey Brett
Discovery Systems Librarian
University of Houston Libraries
Discovery System Redesign
Began in Fall of 2014
Discovery Redesign Activities
Primo Sandbox at time of usability testing
• Comparative
analysis - Fall of
2014
• Focus groups
with service desk
staff - Fall of 2014
• Usability Testing -
Spring of 2014
Usability Study: Methodology
• Received IRB approval prior to study – Exempt category
• Pop-Up Usability Study in the library atrium
• Alternated between two version of the tests, each with two tasks -
averaged test took 10 minutes
• Caller, Facilitator, and Note taker – Facilitator and Note taker
alternated roles
• Incentivized participation with library branded giveaways and snacks
• Recorded the audio and screen of each session using Morae
Usability Software
Usability Study: Test Version
1
Task 1
“You are trying to find an article that was cited in a paper you read
recently. You have the following citation:
Clapp, E., & Edwards, L. (2013). Expanding our vision for the
arts in education. Harvard Educational Review, 83(1), 5-14.
Please find this article using OneSearch”
Task 2
“You are doing a research project on the effects of video games on
early childhood development. Find a peer-reviewed article on this
topic, using OneSearch.”
Usability Study: Test Version
2
Task 1
“Recently your friend recommended the book “The Lighthouse” by
P.D. James. Use OneSearch to find out if you can check this book
out from the library.”
Task 2
“You are writing a paper about the drug cartels’ influence on
Mexico’s relationship with the United States. Find a newspaper
article on this topic, using OneSearch.”
Usability Study: Participation
• 15 Participants
– 15 undergraduate students
• 4 Freshmen
• 1 Sophomore
• 7 Juniors
• 2 Seniors
– 1 graduate student
– 1 post-baccalaureate student
• Disciplines represented
– 11 participants majoring in Sciences
– 2 majoring in Business
– 2 majoring in Communications
– No participation from Humanities students
Results at a Glance
Test 1, Task 1
Participant Time on Task Task Completion
1 1m 54s Y
2 4m 13s Y
3 1m 26s Y
4 1m 17s Y
5 1m 26s Y (required assistance)
6 1m 43s Y
7 1m 27s Y
8 1m 5s Y
Test 1, Task 2
Participant Time on Task Task Completion
1 3m 44s Y
2 2m 21s Y
3 5m 23s Y (required assistance)
4 2m 5s Y
5 3m 32s Y
6 2m 45s Y
7 3m 8s Y
8 3m 1s Y (required assistance)
Test 2, Task 1
Participant Time on Task Task Completion
1 1m 7s Y
2 56s Y
3 No recording Y
4 2m 21s Y
5 1m 8s Y
6 2m 14s Y
7 1m 15s Y
Test 2, Task 2
Participant Time on Task Task Completion
1 4m 45s Y (required assistance)
2 59s Y
3 No recording N
4 7m 47s Y
5 2m 52s Y
6 1m 33s Y
7 1m 30s Y
Users do not understand library or
academic jargon
-Terms such as Peer-reviewed, Digital Library, and citation cause
confusion
Pre-search filtering options
-Users appreciate them, and except more of them
Users modify their search terms
-If relevant results do not appear on the first page
Users do not easily distinguish
between scholarly and non-
scholarly resources
-When asked to find a newspaper article, users did not distinguish
them from other types of resources
Redesign Decisions
• Removed ‘UH Digital Library’ from Drop-down
menu and added ‘Articles +’
• Changed ‘Peer-reviewed journals’ facet to ‘Peer-
reviewed articles’
• Tabs were converted into buttons and renamed
• Facets were re-ordered to promote most useful
limiters
• Configured the title link to go directly to full-text or
catalog record
• More white space incorporated into display
Future Possibilities
• Improve integration with stack’s guide for
location information
• Remove Newspaper articles?
• Incorporate instructional information to
improve searching
• Create search scopes for specific
collections
Possibilities for improvements
on vendor side
• Improve relevancy ranking
• Improve autofill and ‘did you mean’
functionalities
• Support natural language searching
• Improve integration with competing ILS
and ERM systems
Interface prior to Redesign
May 2014 – May 2015
Redesigned Interface
May 2015 – Present
THANK YOU!
Kelsey Brett
krbrett@uh.edu

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How users conduct research using discovery systems: Results of a Usability Study

  • 1. How Users Conduct Research Using Discovery Systems: Results of a Usability Study Kelsey Brett Discovery Systems Librarian University of Houston Libraries
  • 3. Discovery Redesign Activities Primo Sandbox at time of usability testing • Comparative analysis - Fall of 2014 • Focus groups with service desk staff - Fall of 2014 • Usability Testing - Spring of 2014
  • 4. Usability Study: Methodology • Received IRB approval prior to study – Exempt category • Pop-Up Usability Study in the library atrium • Alternated between two version of the tests, each with two tasks - averaged test took 10 minutes • Caller, Facilitator, and Note taker – Facilitator and Note taker alternated roles • Incentivized participation with library branded giveaways and snacks • Recorded the audio and screen of each session using Morae Usability Software
  • 5. Usability Study: Test Version 1 Task 1 “You are trying to find an article that was cited in a paper you read recently. You have the following citation: Clapp, E., & Edwards, L. (2013). Expanding our vision for the arts in education. Harvard Educational Review, 83(1), 5-14. Please find this article using OneSearch” Task 2 “You are doing a research project on the effects of video games on early childhood development. Find a peer-reviewed article on this topic, using OneSearch.”
  • 6. Usability Study: Test Version 2 Task 1 “Recently your friend recommended the book “The Lighthouse” by P.D. James. Use OneSearch to find out if you can check this book out from the library.” Task 2 “You are writing a paper about the drug cartels’ influence on Mexico’s relationship with the United States. Find a newspaper article on this topic, using OneSearch.”
  • 7. Usability Study: Participation • 15 Participants – 15 undergraduate students • 4 Freshmen • 1 Sophomore • 7 Juniors • 2 Seniors – 1 graduate student – 1 post-baccalaureate student • Disciplines represented – 11 participants majoring in Sciences – 2 majoring in Business – 2 majoring in Communications – No participation from Humanities students
  • 8. Results at a Glance Test 1, Task 1 Participant Time on Task Task Completion 1 1m 54s Y 2 4m 13s Y 3 1m 26s Y 4 1m 17s Y 5 1m 26s Y (required assistance) 6 1m 43s Y 7 1m 27s Y 8 1m 5s Y Test 1, Task 2 Participant Time on Task Task Completion 1 3m 44s Y 2 2m 21s Y 3 5m 23s Y (required assistance) 4 2m 5s Y 5 3m 32s Y 6 2m 45s Y 7 3m 8s Y 8 3m 1s Y (required assistance) Test 2, Task 1 Participant Time on Task Task Completion 1 1m 7s Y 2 56s Y 3 No recording Y 4 2m 21s Y 5 1m 8s Y 6 2m 14s Y 7 1m 15s Y Test 2, Task 2 Participant Time on Task Task Completion 1 4m 45s Y (required assistance) 2 59s Y 3 No recording N 4 7m 47s Y 5 2m 52s Y 6 1m 33s Y 7 1m 30s Y
  • 9. Users do not understand library or academic jargon -Terms such as Peer-reviewed, Digital Library, and citation cause confusion
  • 10. Pre-search filtering options -Users appreciate them, and except more of them
  • 11. Users modify their search terms -If relevant results do not appear on the first page
  • 12. Users do not easily distinguish between scholarly and non- scholarly resources -When asked to find a newspaper article, users did not distinguish them from other types of resources
  • 13. Redesign Decisions • Removed ‘UH Digital Library’ from Drop-down menu and added ‘Articles +’ • Changed ‘Peer-reviewed journals’ facet to ‘Peer- reviewed articles’ • Tabs were converted into buttons and renamed • Facets were re-ordered to promote most useful limiters • Configured the title link to go directly to full-text or catalog record • More white space incorporated into display
  • 14. Future Possibilities • Improve integration with stack’s guide for location information • Remove Newspaper articles? • Incorporate instructional information to improve searching • Create search scopes for specific collections
  • 15. Possibilities for improvements on vendor side • Improve relevancy ranking • Improve autofill and ‘did you mean’ functionalities • Support natural language searching • Improve integration with competing ILS and ERM systems
  • 16. Interface prior to Redesign May 2014 – May 2015

Editor's Notes

  1. This did was not a great representative sample, however the benefits of doing the study still out weigh the imperfections.