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What do students want from discovery tools? 
Keren Mills, The Open University 
@mirya
Presentation outline 
•Distance learners as co-designers 
•Discovery project overview 
•Research methods used 
•Key findings 
#ili2014 @mirya
OU students 
73% 
29 
42% 
http://www.open.ac.uk/about/main/strategy/facts-and-figures 
20,000 

https://www.flickr.com/photos/31167076@N07/5471047557
Student perspectives 
I think what I find very difficult or challenging about finding information is that things are never as straightforward as you think they are going to be. And you kind of click on one thing and then it’s never quite what you expect it to be. It’s never full text, it’s never…I don’t know. It’s very frustrating.” 
OU student, Arts level 3
STUDENTS AS CO-DESIGNERS 
•In late 2012 OU Library Services set up a student panel to make it easier to contact students who might be willing to take part in our user research. 
•Students are recruited to the panel twice a year and we consistently maintain a cohort of 400-500 students. 
•Response rates to participate in research activities is high, ranging between 24% to 82%
Library Futures project outline 
The discovery research was a nine month project as part of the Library Futures project. The bigger project included 2 other strands – procuring a new LMS (Alma/Primo) and developing a “Digital Skills Passport”, which will be a modified version of “librarygame” from Running in the Halls.
Discovery research 
•The aim of the research was to understand student expectations of library resource search tools 
•The research ran from Autumn 2013 to Summer 2014 
•There was a core team of project lead, project officer, developer with involvement from other library staff from learning and teaching, and systems 
•We had advice and support from the Institute of Educational Technology’s Usability Labs team 
•Outcomes have fed into procurement and setup of new library systems
RESEARCH METHODS USED
Literature review 
“… students do indeed want a Google like experience, where they are taken directly to a search interface that is easy to use and had immediately relevant results” (Mussell, 2013) 
The discovery work started with a literature review, which gave us confidence that a single search was the approach preferred by students around the world. Combined with a summary of past feedback, this helped us frame what we needed to know about the student experience of discovery.
Data analysis of search logs 
One stop search (current Discovery tool) 
•only 25% of searches use author or title radio buttons 
•23% keyword search 
•19% article titles 
Feedback and log files of search terms weren’t enough to help us understand what did or didn’t work well about discovery tools or how students interact with them.
Staff workshops 
What academics want students to use 
What librarians want students to use
Remote online interviews 
All of the different phases of testing were conducted through remote online interviews 
•Students in own home, 1.5 hour interviews 
•Researcher in lab on campus using Teamviewer software to see student screens 
•Interviews were recorded with the participants’ permission 
•Comments and behaviour were analysed
Observing student searches 
We started by giving 18 students a selection of tasks to do using 2 or 3 different discovery tools each. This way we were able to test a combination of search tasks in 8 different discovery tools, using both our own and search tools from other universities. The students undertook these tasks during a remote online interview, allowing me to observe their methods of searching and their interaction with the search results pages.
Successful searches
Wireframe prototyping 
Having analysed student behaviour and their suggestions for what they wanted from library search, we then developed a series of wireframes to help us verify what we’d learned and allow students to compare interface designs for search boxes, facets and results page layouts. The advantage of using the principles of paper prototyping is that test participants don’t get distracted by commenting on the colour or brand elements and pay more attention to the functional features of the interface. 
The wireframes were also tested through one-to-one remote interviews.
Wireframe examples
Working prototype 
Finally we developed a working prototype using the EDS API and undertook iterative testing through yet more remote online interviews, tweaking the interface and results ranking as we went along. At this point we included some personalisation features such as showing students a list of resources they had previously accessed through the library, offering a bookshelf feature, and offering settings to allow them to customise the interface. 
•Construct prototype search interfaces 
•Several cycles of iterative development 
•Analysis of behaviour and feedback
Working prototype examples
CHALLENGES 
Tension – cable/rope, climber? 
#ili2014 @mirya
KEY FINDINGS 
https://www.flickr.com/photos/30925581@N02/3688091593/
What do students want from library search? 
1. Students want a simple search interface and it must be clear what is being searched 
“The simpler it can be and the faster it is to search the better.” 
2. Students want the search results page to open in a new tab/window 
“On the module website could you have a search box above the TMA screens, but the search results open in another tab?” 
FELS level 2 student 
3. Students want a clear and uncluttered search results page 
“[The prototype search tool] seems quite clear, the way it’s laid out. It’s very easy to find if what you’re looking for is there. There’s a lot of information, but it’s not cluttered or anything.” 
MCT level 2 student
What do students want from library search? 
4. The search tool must cope with finding the right result from a full or partial reference and offer best matches 
26% of participants entered whole references and 44% entered partial references (e.g. author, year and title) into the search box when looking for an item from a reference. 
5. There must be a clear indication whether the full text is available, there must be a clear link to it and it should open in a new window 
“I’d expect another window to open with the full text, but I’d still expect the search results to stay open.” 
Social Sciences level 1 student 
6. Students want a library search box on Student Home, or at least a link 
“On Student Home – click on a little icon, anywhere down the left hand side where the links are… A search box is the ultimate.” 
MCT level 2 student
What do students want from library search? 
7. Students expect an autocomplete feature for the search box 
“Very much so, especially if you can’t quite remember the full title of an item or correct spelling of an author’s name.” 
Social Sciences level 1 student 
8. Students want to see their previous searches and an indication if they have viewed the item before 
“That would be brilliant, especially if you’ve forgotten to note down the details of something you’ve referred to.” 
Social Sciences level 1 student 
“What I like to do is find things upfront and save them somewhere so I can come back to it. I’d like it if I could mark it as read so I know which ones I’ve read already.”
What do students want from library search? 
9. Students like the idea of a personal library ‘shelf’ 
“That would be fantastic! I presume it means you can store articles and e-books and come back to them.” 
MCT level 2 student
What do students want from library search? 
10. Students expect Google-like relevance ranking 
“We’re all used to Google and we just put in one, two or three words.” 
Social Sciences level 3 student 
“Google brings up results with most of the keywords.” 
FELS level 2 student
Lessons learned 
User research is definitely worth doing 
•It helped us decide which supplier to go with 
•The evidence gained will shape how Primo Discovery will be implemented
What do students want from discovery tools? 
Keren Mills (@mirya) 
Digital Services Development Officer 
Library Services, The Open University 
Keren.Mills@open.ac.uk 
www.slideshare.net/mirya

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What students want from library discovery tools

  • 1. What do students want from discovery tools? Keren Mills, The Open University @mirya
  • 2. Presentation outline •Distance learners as co-designers •Discovery project overview •Research methods used •Key findings #ili2014 @mirya
  • 3. OU students 73% 29 42% http://www.open.ac.uk/about/main/strategy/facts-and-figures 20,000 
  • 5. Student perspectives I think what I find very difficult or challenging about finding information is that things are never as straightforward as you think they are going to be. And you kind of click on one thing and then it’s never quite what you expect it to be. It’s never full text, it’s never…I don’t know. It’s very frustrating.” OU student, Arts level 3
  • 6. STUDENTS AS CO-DESIGNERS •In late 2012 OU Library Services set up a student panel to make it easier to contact students who might be willing to take part in our user research. •Students are recruited to the panel twice a year and we consistently maintain a cohort of 400-500 students. •Response rates to participate in research activities is high, ranging between 24% to 82%
  • 7. Library Futures project outline The discovery research was a nine month project as part of the Library Futures project. The bigger project included 2 other strands – procuring a new LMS (Alma/Primo) and developing a “Digital Skills Passport”, which will be a modified version of “librarygame” from Running in the Halls.
  • 8. Discovery research •The aim of the research was to understand student expectations of library resource search tools •The research ran from Autumn 2013 to Summer 2014 •There was a core team of project lead, project officer, developer with involvement from other library staff from learning and teaching, and systems •We had advice and support from the Institute of Educational Technology’s Usability Labs team •Outcomes have fed into procurement and setup of new library systems
  • 10. Literature review “… students do indeed want a Google like experience, where they are taken directly to a search interface that is easy to use and had immediately relevant results” (Mussell, 2013) The discovery work started with a literature review, which gave us confidence that a single search was the approach preferred by students around the world. Combined with a summary of past feedback, this helped us frame what we needed to know about the student experience of discovery.
  • 11. Data analysis of search logs One stop search (current Discovery tool) •only 25% of searches use author or title radio buttons •23% keyword search •19% article titles Feedback and log files of search terms weren’t enough to help us understand what did or didn’t work well about discovery tools or how students interact with them.
  • 12. Staff workshops What academics want students to use What librarians want students to use
  • 13. Remote online interviews All of the different phases of testing were conducted through remote online interviews •Students in own home, 1.5 hour interviews •Researcher in lab on campus using Teamviewer software to see student screens •Interviews were recorded with the participants’ permission •Comments and behaviour were analysed
  • 14. Observing student searches We started by giving 18 students a selection of tasks to do using 2 or 3 different discovery tools each. This way we were able to test a combination of search tasks in 8 different discovery tools, using both our own and search tools from other universities. The students undertook these tasks during a remote online interview, allowing me to observe their methods of searching and their interaction with the search results pages.
  • 16. Wireframe prototyping Having analysed student behaviour and their suggestions for what they wanted from library search, we then developed a series of wireframes to help us verify what we’d learned and allow students to compare interface designs for search boxes, facets and results page layouts. The advantage of using the principles of paper prototyping is that test participants don’t get distracted by commenting on the colour or brand elements and pay more attention to the functional features of the interface. The wireframes were also tested through one-to-one remote interviews.
  • 18. Working prototype Finally we developed a working prototype using the EDS API and undertook iterative testing through yet more remote online interviews, tweaking the interface and results ranking as we went along. At this point we included some personalisation features such as showing students a list of resources they had previously accessed through the library, offering a bookshelf feature, and offering settings to allow them to customise the interface. •Construct prototype search interfaces •Several cycles of iterative development •Analysis of behaviour and feedback
  • 20. CHALLENGES Tension – cable/rope, climber? #ili2014 @mirya
  • 22. What do students want from library search? 1. Students want a simple search interface and it must be clear what is being searched “The simpler it can be and the faster it is to search the better.” 2. Students want the search results page to open in a new tab/window “On the module website could you have a search box above the TMA screens, but the search results open in another tab?” FELS level 2 student 3. Students want a clear and uncluttered search results page “[The prototype search tool] seems quite clear, the way it’s laid out. It’s very easy to find if what you’re looking for is there. There’s a lot of information, but it’s not cluttered or anything.” MCT level 2 student
  • 23. What do students want from library search? 4. The search tool must cope with finding the right result from a full or partial reference and offer best matches 26% of participants entered whole references and 44% entered partial references (e.g. author, year and title) into the search box when looking for an item from a reference. 5. There must be a clear indication whether the full text is available, there must be a clear link to it and it should open in a new window “I’d expect another window to open with the full text, but I’d still expect the search results to stay open.” Social Sciences level 1 student 6. Students want a library search box on Student Home, or at least a link “On Student Home – click on a little icon, anywhere down the left hand side where the links are… A search box is the ultimate.” MCT level 2 student
  • 24. What do students want from library search? 7. Students expect an autocomplete feature for the search box “Very much so, especially if you can’t quite remember the full title of an item or correct spelling of an author’s name.” Social Sciences level 1 student 8. Students want to see their previous searches and an indication if they have viewed the item before “That would be brilliant, especially if you’ve forgotten to note down the details of something you’ve referred to.” Social Sciences level 1 student “What I like to do is find things upfront and save them somewhere so I can come back to it. I’d like it if I could mark it as read so I know which ones I’ve read already.”
  • 25. What do students want from library search? 9. Students like the idea of a personal library ‘shelf’ “That would be fantastic! I presume it means you can store articles and e-books and come back to them.” MCT level 2 student
  • 26. What do students want from library search? 10. Students expect Google-like relevance ranking “We’re all used to Google and we just put in one, two or three words.” Social Sciences level 3 student “Google brings up results with most of the keywords.” FELS level 2 student
  • 27. Lessons learned User research is definitely worth doing •It helped us decide which supplier to go with •The evidence gained will shape how Primo Discovery will be implemented
  • 28. What do students want from discovery tools? Keren Mills (@mirya) Digital Services Development Officer Library Services, The Open University Keren.Mills@open.ac.uk www.slideshare.net/mirya