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Measuring the Reader

Martha Sedgwick
Senior Manager Online Products, SAGE   Los Angeles | London | New Delhi
                                         Singapore | Washington DC

@coffeepot
Engaging with our Users

        ● User Personas
        ● Usability Testing
        ● Market Research – Interviews,
          Surveys etc.
        ● Usage data / web analytics




SAGE Online Products                  Los Angeles | London | New Delhi
                                        Singapore | Washington DC
Developing the SAGE Knowledge
               book page




SAGE Online Products       Los Angeles | London | New Delhi
                             Singapore | Washington DC
The challenge
● Develop a site to host over 2,500 books and
  reference works
● Titles are social science titles
● Books are supplementary and modular texts,
  typically aimed at postgraduate and academic
  researcher
● Encyclopedias are typically aimed at
  undergraduate students
● Titles will be sold in bundled packages to
  libraries
SAGE Online Products              Los Angeles | London | New Delhi
                                    Singapore | Washington DC
User Personas
 Define key user types for potential products
 What do users want?
 Helps clarify if/why a product is required
 Identify actions users will undertake on our
sites
 Helps us develop useful feature sets to
support users



SAGE Online Products                   Los Angeles | London | New Delhi
                                         Singapore | Washington DC
SAGE Knowledge User Personas
     Anna (Undergraduate)
     “I’m a directed ebook seeker: I’m told
     where to go, I find it and I leave”

                                                   Jenny (Masters student – distance learner)
                                                   “I’m a ebook grabber: I will take everything and
                                                   anything concerning my subject that I can get a hold of”

    David (PhD student)
    “I’m a specialised ebook reader: I need to
    read everything available with a specific
    research area”
                                                                Graham (Advanced researcher)
                                                                “I am an begrudging ebook user. I am
  Agatha (Faculty teaching)                                     looking for the print version really, but
  “I’m a ebook aggregator: I need to compile                    enjoy the tool”
  lists of everything available for my students”

                                    Jo (Librarian)
                                    “I’m an ebook gatekeeper. I need to know about ebook
                                    destinations, access restrictions and new content”

SAGE Online Products                                                         Los Angeles | London | New Delhi
                                                                               Singapore | Washington DC
Surveys




   SAGE Online Products   Los Angeles | London | New Delhi
                            Singapore | Washington DC
Interviews
‘A couple of times I’ve asked the library to buy a book and
they’ve bought the eBook version… I read them at home… I can
imagine a scenario where I might use my iPhone if I needed to…
but my worry is that you would lose the book”
Paul (PhD student, History) 2011
                                                    “I use PDF downloads of ebooks constantly. We have
                                               copiers at AU that send PDFs to my email so I’m contantly
                                               scanning sections and chapters of books and then I search
                                                   through the PDFs. I read the PDFs online, I rarely print
                                                                                                    them.”
                                                               Kit, History, PhD, American University, 2011

“I always read on paper. I’ve got a Mac and so when I find a paper I’m
interested in I save the PDF within a project folder and then I’ll print it off and
read it later.”
Daniel, Lecturer, De Paul University, USA, 2008
                 “Ebooks are a bit like an added feature of print books. You can use them to search and
                                       find things, but then you ultimately want the print book to read.”
                                                              James, PhD student, University of York, 2011
        SAGE Online Products                                                     Los Angeles | London | New Delhi
                                                                                   Singapore | Washington DC
Saturday
                                          Tuesday           5.54pm -
Friday 10.04am                           2.30pm -        Living room
   - Living room                           Library          Book: An
  Ebook: Family                             Book:     introduction to
 relationships in                        Cognitive         brain and
          middle                       Psychology           behavior
       childhood


                                     Tuesday 5.30             Sun
        Saturday
                                     - Library cafe    9.40_Train
 3.08pm -Dining
                                         Book: The         station
            table
                                           memory           Book:
      Book: How
                                          keeper's       Cognitive
children develop
                                          daughter     psychology



      Saturday                                              Sunday
                                        Tuesday
3.10pm - Dining                                           9.50pm –
                                     6.30 - Living
          table                                               Train
                                             room
Book: Cognitive                                              Book:
                                      Book: How
    psychology                                            Cognitive
                                         children
                                         develop        Psychology


                                     Wednesday             Thursday
Monday 9.45am                             1.24pm
   - Dining table                                       5.33 - Living
                                     Living room                room
      Book: How                          Book:An
children develop                                          Book: The
                                     introdcution           memory
                                     to brain and           keeper's
              SAGE Online Products       behavior                Los Angeles | London | New Delhi
                                                           daughter
                                                                   Singapore | Washington DC
Jenny (Masters student – distance learner)
“I’m a ebook grabber: I will take everything and anything concerning
my subject that I can get a hold of”
Age: 24
Location: University of Belgrade       Ebook use: HIGH
Occupation: Masters
Discipline: Special Education          High use throughout the year
(behaviour disorders)

Research/study characteristics:
My course is a taught course set up for distance learning
students and with very few contact hours. As a result I am
heavily reliant on the e-resources that my library provide and I
use my initiative to discover what else is available to me. With
no immediate access to an academic library, the course
attempts to make most of the content available online or
through a reader-pack. Alongside the study of these key texts, l
am beginning to work on a research project, which is also
limited by what I can discover online.

Goal:
I need to be able to get hold of as much content as possible.
Online access to key texts is particularly important to me and as
is the scope of topics that are covered within my discipline. I
need to be able to browse around the available content related to
my subject so that I can get ideas for my research project.

Engagement with ebooks:
I have moderate knowledge of academic searching online and I
can easily orientate myself around website. I rarely save content
or searches. Because I share my computer, I cannot dedicate
too much time to reading online. I need to be able to quickly print
the content to read later. I will often search within texts to find out
the relevant section that I should print. But sometimes I want to
print the entire text.
              SAGE Online Products                                        Los Angeles | London | New Delhi
                                                                            Singapore | Washington DC
Usability Testing

• Do users notice/understand/use
key features?
• Do users know how to navigate to
desired content?
• Where do users look when
landing on our sites? etc.

• Test throughout product
development, early testing can be
carried out on mock up wireframes




       SAGE Online Products                       Los Angeles | London | New Delhi
                                                    Singapore | Washington DC
Insert sage knowledge content page




SAGE Online Products      Los Angeles | London | New Delhi
                            Singapore | Washington DC
The challenge
● Develop a statistical tool to display state-level
  data, allowing users to compare data over
  time and to compare data across states
● Develop a tool to be used primarily by US
  political science undergraduate students




SAGE Online Products                  Los Angeles | London | New Delhi
                                        Singapore | Washington DC
Product Development – State Stats




SAGE Online Products                Los Angeles | London | New Delhi
                                      Singapore | Washington DC
SAGE Online Products   Los Angeles | London | New Delhi
                         Singapore | Washington DC
SAGE Online Products   Los Angeles | London | New Delhi
                         Singapore | Washington DC
SAGE Online Products   Los Angeles | London | New Delhi
                         Singapore | Washington DC
The challenge
● Improve the usability of the methods map in
  SAGE Research Methods Online
● Increase effectiveness of the methods map as
  a browse tool to discover content
● Enhance the user experience of the methods
  map for the purpose of the discovery of new
  methods
● The product will be used by a spectrum of
  users from advanced undergrad, postgrad,
  academic researchers and faculty
SAGE Online Products              Los Angeles | London | New Delhi
                                    Singapore | Washington DC
Usability Testing Case Study: Methods Map
First iteration of Methods Map




 SAGE Online Products            Los Angeles | London | New Delhi
                                   Singapore | Washington DC
Usability Testing Case Study: Methods Map
Second iteration of Methods Map




 SAGE Online Products             Los Angeles | London | New Delhi
                                    Singapore | Washington DC
Google Analytics - % Conversion from Methods Map
           to Content, November 2010




SAGE Online Products                Los Angeles | London | New Delhi
                                      Singapore | Washington DC
Usability Testing Feedback: SRM Methods Map

1. Suppress the “Choose from the
   „Show Content‟…” line at the
   bottom of the Methods Map
   when on the default Research
   Methods view (where no content
   will ever appear).

2. Change color or size of
   breadcrumb on Methods Map to
   have it stand out.

3. Enlarge arrows or separate them slightly from terms to reduce clicking errors that
   get users to the wrong term (or make them go backwards).

4. Perhaps redesign the Methods Map content page – testers find it too busy


        SAGE Online Products                                          Los Angeles | London | New Delhi
                                                                        Singapore | Washington DC
Results from Usability Testing
● User testing showed users didn‟t know where to access content
  from the Methods Map




   SAGE Online Products                            Los Angeles | London | New Delhi
                                                     Singapore | Washington DC
Results from Usability Testing
● Adding the „View Content‟ arrow increased the amount of content
  accessed through the Methods Map by 31%




    SAGE Online Products                             Los Angeles | London | New Delhi
                                                       Singapore | Washington DC
Google Analytics - % Conversion from Methods Map
   to Content, January 2012 & November 2010




SAGE Online Products                 Los Angeles | London | New Delhi
                                       Singapore | Washington DC
Thank you!




                       Any Questions?
SAGE Online Products                    Los Angeles | London | New Delhi
                                          Singapore | Washington DC

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Measuring the reader_Martha Sedgwick

  • 1. Measuring the Reader Martha Sedgwick Senior Manager Online Products, SAGE Los Angeles | London | New Delhi Singapore | Washington DC @coffeepot
  • 2. Engaging with our Users ● User Personas ● Usability Testing ● Market Research – Interviews, Surveys etc. ● Usage data / web analytics SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 3. Developing the SAGE Knowledge book page SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 4. The challenge ● Develop a site to host over 2,500 books and reference works ● Titles are social science titles ● Books are supplementary and modular texts, typically aimed at postgraduate and academic researcher ● Encyclopedias are typically aimed at undergraduate students ● Titles will be sold in bundled packages to libraries SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 5. User Personas  Define key user types for potential products  What do users want?  Helps clarify if/why a product is required  Identify actions users will undertake on our sites  Helps us develop useful feature sets to support users SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 6. SAGE Knowledge User Personas Anna (Undergraduate) “I’m a directed ebook seeker: I’m told where to go, I find it and I leave” Jenny (Masters student – distance learner) “I’m a ebook grabber: I will take everything and anything concerning my subject that I can get a hold of” David (PhD student) “I’m a specialised ebook reader: I need to read everything available with a specific research area” Graham (Advanced researcher) “I am an begrudging ebook user. I am Agatha (Faculty teaching) looking for the print version really, but “I’m a ebook aggregator: I need to compile enjoy the tool” lists of everything available for my students” Jo (Librarian) “I’m an ebook gatekeeper. I need to know about ebook destinations, access restrictions and new content” SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 7. Surveys SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 8. Interviews ‘A couple of times I’ve asked the library to buy a book and they’ve bought the eBook version… I read them at home… I can imagine a scenario where I might use my iPhone if I needed to… but my worry is that you would lose the book” Paul (PhD student, History) 2011 “I use PDF downloads of ebooks constantly. We have copiers at AU that send PDFs to my email so I’m contantly scanning sections and chapters of books and then I search through the PDFs. I read the PDFs online, I rarely print them.” Kit, History, PhD, American University, 2011 “I always read on paper. I’ve got a Mac and so when I find a paper I’m interested in I save the PDF within a project folder and then I’ll print it off and read it later.” Daniel, Lecturer, De Paul University, USA, 2008 “Ebooks are a bit like an added feature of print books. You can use them to search and find things, but then you ultimately want the print book to read.” James, PhD student, University of York, 2011 SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 9. Saturday Tuesday 5.54pm - Friday 10.04am 2.30pm - Living room - Living room Library Book: An Ebook: Family Book: introduction to relationships in Cognitive brain and middle Psychology behavior childhood Tuesday 5.30 Sun Saturday - Library cafe 9.40_Train 3.08pm -Dining Book: The station table memory Book: Book: How keeper's Cognitive children develop daughter psychology Saturday Sunday Tuesday 3.10pm - Dining 9.50pm – 6.30 - Living table Train room Book: Cognitive Book: Book: How psychology Cognitive children develop Psychology Wednesday Thursday Monday 9.45am 1.24pm - Dining table 5.33 - Living Living room room Book: How Book:An children develop Book: The introdcution memory to brain and keeper's SAGE Online Products behavior Los Angeles | London | New Delhi daughter Singapore | Washington DC
  • 10. Jenny (Masters student – distance learner) “I’m a ebook grabber: I will take everything and anything concerning my subject that I can get a hold of” Age: 24 Location: University of Belgrade Ebook use: HIGH Occupation: Masters Discipline: Special Education High use throughout the year (behaviour disorders) Research/study characteristics: My course is a taught course set up for distance learning students and with very few contact hours. As a result I am heavily reliant on the e-resources that my library provide and I use my initiative to discover what else is available to me. With no immediate access to an academic library, the course attempts to make most of the content available online or through a reader-pack. Alongside the study of these key texts, l am beginning to work on a research project, which is also limited by what I can discover online. Goal: I need to be able to get hold of as much content as possible. Online access to key texts is particularly important to me and as is the scope of topics that are covered within my discipline. I need to be able to browse around the available content related to my subject so that I can get ideas for my research project. Engagement with ebooks: I have moderate knowledge of academic searching online and I can easily orientate myself around website. I rarely save content or searches. Because I share my computer, I cannot dedicate too much time to reading online. I need to be able to quickly print the content to read later. I will often search within texts to find out the relevant section that I should print. But sometimes I want to print the entire text. SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 11. Usability Testing • Do users notice/understand/use key features? • Do users know how to navigate to desired content? • Where do users look when landing on our sites? etc. • Test throughout product development, early testing can be carried out on mock up wireframes SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 12. Insert sage knowledge content page SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 13. The challenge ● Develop a statistical tool to display state-level data, allowing users to compare data over time and to compare data across states ● Develop a tool to be used primarily by US political science undergraduate students SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 14. Product Development – State Stats SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 15. SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 16. SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 17. SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 18. The challenge ● Improve the usability of the methods map in SAGE Research Methods Online ● Increase effectiveness of the methods map as a browse tool to discover content ● Enhance the user experience of the methods map for the purpose of the discovery of new methods ● The product will be used by a spectrum of users from advanced undergrad, postgrad, academic researchers and faculty SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 19. Usability Testing Case Study: Methods Map First iteration of Methods Map SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 20. Usability Testing Case Study: Methods Map Second iteration of Methods Map SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 21. Google Analytics - % Conversion from Methods Map to Content, November 2010 SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 22. Usability Testing Feedback: SRM Methods Map 1. Suppress the “Choose from the „Show Content‟…” line at the bottom of the Methods Map when on the default Research Methods view (where no content will ever appear). 2. Change color or size of breadcrumb on Methods Map to have it stand out. 3. Enlarge arrows or separate them slightly from terms to reduce clicking errors that get users to the wrong term (or make them go backwards). 4. Perhaps redesign the Methods Map content page – testers find it too busy SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 23. Results from Usability Testing ● User testing showed users didn‟t know where to access content from the Methods Map SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 24. Results from Usability Testing ● Adding the „View Content‟ arrow increased the amount of content accessed through the Methods Map by 31% SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 25. Google Analytics - % Conversion from Methods Map to Content, January 2012 & November 2010 SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC
  • 26. Thank you! Any Questions? SAGE Online Products Los Angeles | London | New Delhi Singapore | Washington DC

Notas do Editor

  1. Photodiary with 2nd year Psych student
  2. PROTOTYPING