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Report on Usability Process and
    Assessment of Yufind
                  Nelinet
                May 27, 2009

      Usability and Assessment at Yale University Library
      http://www.library.yale.edu/usability
2   Assess current behavior
    Collecting evidence from Orbis log files.
Log file line
3




    12/2/07 20:06 20071202200646
         Title Index
         TALL JOHN DOGGET JNR
         0
Log file sample descriptive data
4




     Most common search: title (41.8%) followed by
     keyword (31.4%)

     Average search phrase is 2.5 words long

     Most common phrase searched is united states

     Most common number of hits: 0 (21.4% )
Examples of title searches
5


     BOOKS ON PHOTOGRAPHY?
     ALABAMA 2004?
     PATHOPHYSIOLOGY CHILDREN?        Topic

     JOHNSON, JAMES?     Name

     INTRODUCTION TO AFRICAN AMERICAN STUDIES:
     A READER? Close
Classification of Reasons for 0 Hits
6


                                  N=506
Declining search types
7
Some conclusions from log analysis
8
Next Gen OPAC -- Yufind
9
Search for Geriatrics




10
11   Conduct usability tests
     After deciding to implement Yufind, use data
     from log files to help design usability tests
Creating usability tests for Yufind
12



      Objective: Would the participant see and choose
      facets? (more than 26% of the time)
         Priority = High
         Success = See and try to use the facets

      Objective: Would the participant use facets
      successfully?
         Priority = High
         Click on the appropriate facet and reach desired outcome
         within two clicks
E-books only service
13
Alternative interface for catalog
14
Questions
15


      Find books within a set by a particular author
      (John Adams).
      In a set of books about healthcare, find some
      that are about healthcare reform.
      Within a subject-based display of ebooks
      find a topic-based subset.
16
Facets: key findings
17


      Were seen and sometimes used but
        Subsets didn’t always make sense
        Hard to navigate (not alphabetical)
      Little use of call number facet
      Some preferred search refinement to facets
      Participants noted potential usefulness: format,
      language
      Some users are a target market, others are not
Did facets increase metadata use?                       YES
18


                                            Search Refinement
       Opportunities for        Facet        with 2nd search
           facet use         Use|Success      Use|Success
     5 (question 2a
     undergraduate)             3|1               3|1
     5 (question 5a
     undergraduate)             2|2               1|0
     8 (question 5
     medical)                    4|4              4|1
                                 9|7              8|1
     All opportunities=18   50.0% | 38.9%    44.4% | 16.7%
Relevance ranking and facets
19
Best practices for facets
20


      Implement a more narrowly focused search
      Present a limited number of facets based on user
      behavior
      Good facets require good data
      Well defined, mutually exclusive and have clear
      labels
      Facets work best when they are tied to the level of
      the search of selection process
21
22
Limit facets based on user behavior
23



     First Level             Second Level

        Author                 Availability
        Journal/book/video     Location
        Language               Fulltext
        Classification
24   Implement changes and re-assess
Survey (83 respondents)
25



      79.3% found the results they expected and 75.6%
      found what they needed
      41 respondents or 50% tried facets. Of these,
      85.0% were positive about the results.
      57.8% of respondents preferred Yufind to Orbis
      System Usability Score = 66
First place you would look to find a
26
     book?


     Answer Options   Response Count Percent
     Orbis                        33    40.2%
     Yufind                       29     35.4%
     Google                       14    17.1%
     Amazon                        4      4.9%
     Worldcat                      2      2.4%
27   Standards & priority functionality
Patron empowerment
28
Error handling
29
Effective and efficient search and
30
     delivery

      Provide alternative navigation through facets

      Visual shelf list

      Integration with circulation/ordering/ILL
Usability process
31




      Assess current behavior

      Conduct usability protocol testing

      Implement changes and re-assess

      Determine standards & priority functionality

      Need more cooperative efforts
32      Results available
Send questions to kathleen.bauer@yale.edu

http://www.library.yale.edu/libepub/usability/yulstudies.html




                 Usability and Assessment at Yale University Library
                 http://www.library.yale.edu/usability

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Report on Usability Process and Assessment of Yufind

  • 1. Report on Usability Process and Assessment of Yufind Nelinet May 27, 2009 Usability and Assessment at Yale University Library http://www.library.yale.edu/usability
  • 2. 2 Assess current behavior Collecting evidence from Orbis log files.
  • 3. Log file line 3 12/2/07 20:06 20071202200646 Title Index TALL JOHN DOGGET JNR 0
  • 4. Log file sample descriptive data 4 Most common search: title (41.8%) followed by keyword (31.4%) Average search phrase is 2.5 words long Most common phrase searched is united states Most common number of hits: 0 (21.4% )
  • 5. Examples of title searches 5 BOOKS ON PHOTOGRAPHY? ALABAMA 2004? PATHOPHYSIOLOGY CHILDREN? Topic JOHNSON, JAMES? Name INTRODUCTION TO AFRICAN AMERICAN STUDIES: A READER? Close
  • 6. Classification of Reasons for 0 Hits 6 N=506
  • 8. Some conclusions from log analysis 8
  • 9. Next Gen OPAC -- Yufind 9
  • 11. 11 Conduct usability tests After deciding to implement Yufind, use data from log files to help design usability tests
  • 12. Creating usability tests for Yufind 12 Objective: Would the participant see and choose facets? (more than 26% of the time) Priority = High Success = See and try to use the facets Objective: Would the participant use facets successfully? Priority = High Click on the appropriate facet and reach desired outcome within two clicks
  • 15. Questions 15 Find books within a set by a particular author (John Adams). In a set of books about healthcare, find some that are about healthcare reform. Within a subject-based display of ebooks find a topic-based subset.
  • 16. 16
  • 17. Facets: key findings 17 Were seen and sometimes used but Subsets didn’t always make sense Hard to navigate (not alphabetical) Little use of call number facet Some preferred search refinement to facets Participants noted potential usefulness: format, language Some users are a target market, others are not
  • 18. Did facets increase metadata use? YES 18 Search Refinement Opportunities for Facet with 2nd search facet use Use|Success Use|Success 5 (question 2a undergraduate) 3|1 3|1 5 (question 5a undergraduate) 2|2 1|0 8 (question 5 medical) 4|4 4|1 9|7 8|1 All opportunities=18 50.0% | 38.9% 44.4% | 16.7%
  • 20. Best practices for facets 20 Implement a more narrowly focused search Present a limited number of facets based on user behavior Good facets require good data Well defined, mutually exclusive and have clear labels Facets work best when they are tied to the level of the search of selection process
  • 21. 21
  • 22. 22
  • 23. Limit facets based on user behavior 23 First Level Second Level Author Availability Journal/book/video Location Language Fulltext Classification
  • 24. 24 Implement changes and re-assess
  • 25. Survey (83 respondents) 25 79.3% found the results they expected and 75.6% found what they needed 41 respondents or 50% tried facets. Of these, 85.0% were positive about the results. 57.8% of respondents preferred Yufind to Orbis System Usability Score = 66
  • 26. First place you would look to find a 26 book? Answer Options Response Count Percent Orbis 33 40.2% Yufind 29 35.4% Google 14 17.1% Amazon 4 4.9% Worldcat 2 2.4%
  • 27. 27 Standards & priority functionality
  • 30. Effective and efficient search and 30 delivery Provide alternative navigation through facets Visual shelf list Integration with circulation/ordering/ILL
  • 31. Usability process 31 Assess current behavior Conduct usability protocol testing Implement changes and re-assess Determine standards & priority functionality Need more cooperative efforts
  • 32. 32 Results available Send questions to kathleen.bauer@yale.edu http://www.library.yale.edu/libepub/usability/yulstudies.html Usability and Assessment at Yale University Library http://www.library.yale.edu/usability