{"id":1455,"date":"2020-04-01T01:32:24","date_gmt":"2020-03-31T23:32:24","guid":{"rendered":"https:\/\/www.neovita.com\/thoughts\/?p=1455"},"modified":"2020-04-07T05:00:19","modified_gmt":"2020-04-07T03:00:19","slug":"experience-vision-springer-nature","status":"publish","type":"post","link":"https:\/\/www.oninteractions.com\/thoughts\/experience-vision-springer-nature\/","title":{"rendered":"Experience vision: Springer Nature"},"content":{"rendered":"\n<p class=\"wp-block-neo-blocks-preamble\">The Springer Nature sites <a href=\"https:\/\/www.springernature.com\/gp\/librarians\">the Librarian channel<\/a>, <a href=\"https:\/\/librarian.springernature.com\/\">the\u00a0Librarian \u00a0portal<\/a>, and <a href=\"https:\/\/adminportal.springernature.com\/metadata\/books\">the Metadata\u00a0downloader<\/a> will be a family of efficient application tools and info sources.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Springer Nature and my role<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.springernature.com\">Springer Nature<\/a> (&#8220;SN&#8221;) is the world&#8217;s second largest academic publisher. We curate and promote research output in a wide range of subjects, as journal articles, books and databases.<\/p>\n\n\n\n<p>Our main business model is to license published content to academic institutions and companies. Librarians (sometimes called information specialists) are responsible for finding, licensing, and making content available to patrons (students, researchers, and other colleagues).<\/p>\n\n\n\n<p>Since 2017 I have been doing product design in a team that provide self-service tools to librarians. I also advice our marketing team on the librarian content they publish.<\/p>\n\n\n\n<p>When I started at SN I felt a need to deeply understand librarians since I base my work on a <a href=\"https:\/\/www.oninteractions.com\/thoughts\/human-centered-as-philosophy\/\">human-centered philosophy<\/a>,. How else would I be able to help them become better at what they do? Very little knowledge about librarians existed in the SN IT organization, so I used 50+ interviews, blogs, mailing lists (!), and conversations with my colleagues outside the IT department to understand libraries and librarians. I still learn new things every week.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Is it bad that our sites look so individual?<\/h3>\n\n\n\n<p class=\"list-heading\">My colleague Jo, product manager in the team, had a thesis:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Some librarian tasks require the librarian to use several SN sites to get their work done.<\/li><li>Since the sites look completely differently the librarians feel disoriented.<\/li><\/ol>\n\n\n\n<p>I conducted 9 research sessions to investigate Jo&#8217;s thesis.<\/p>\n\n\n\n<p>It turns out that Jo was correct in that some tasks require the librarian to travel across several sites. However, none of the librarians who managed to complete tasks that needed cross-site journeys seemed to be deterred by the difference in visual languages. Jennifer even said the following:<\/p>\n\n\n\n<figure class=\"wp-block-audio\"><audio controls src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/Experience-Vision-Jennifer-Transitions.mp3\"><\/audio><figcaption>Jennifer, one of the librarians I spoke to<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">The birth of a vision<\/h3>\n\n\n\n<p>While the answer to our initial question was No, I got other insights from the research. Together with my existing knowledge, a new vision for our sites emerged.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"200\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-family.png\" alt=\"\" class=\"wp-image-1495\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-family.png 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-family-600x133.png 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-family-768x171.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Librarian channel, Librarian portal, and Metadata downloader are a family<\/h3>\n\n\n\n<p>The first part of the vision is about the connections between some of our sites.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Content, footer and main navigation<\/h3>\n\n\n\n<p>When trying to complete the tasks most focus was on the content of each \u201cpage\u201d. Links in content would be followed if the <a href=\"https:\/\/www.nngroup.com\/articles\/information-scent\/\">information scent<\/a> was \u201cstrong\u201d.<\/p>\n\n\n\n<p>The main navigation is of course also used to find the bigger areas of a site.<\/p>\n\n\n\n<p>However, if no link was found in the content, the footer was often used to navigate to a place that might be correct \u2013 the word \u201clibrarian\u201d has strong info scent.<\/p>\n\n\n\n<p>What\u2019s interesting here is that both in the footer and in content it\u2019s completely OK to link to a different site. That\u2019s an opportunity for us!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Tasks, roles, and persons in the library<\/h3>\n\n\n\n<p class=\"list-heading\">Tasks can be mapped to roles in the library:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>The role Metadata Systems Specialist handles tasks like <a href=\"https:\/\/www.journals.ala.org\/index.php\/ltr\/article\/viewFile\/4621\/5459\">link resolver<\/a> and <a href=\"https:\/\/en.wikipedia.org\/wiki\/Integrated_library_system\">ILS<\/a> metadata updates.<\/li><li>The role Outreach Librarian handles tasks like info literacy training and 1-on-1 consultations for patrons.<\/li><li>Et cetera<\/li><\/ul>\n\n\n\n<p>However: some roles, most notably the role <em>e-Resource Librarian<\/em>, covers many of the tasks involved in licensing and administering content from us.<\/p>\n\n\n\n<p>Also: some persons hold several roles, especially in smaller library organizations.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Anchoring<\/h3>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio video-height-390px\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/404441060?dnt=1&amp;app_id=122963\" width=\"500\" height=\"281\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><figcaption>DeeAnn had completed a task on the Librarian portal and was given a new task&#8230;<\/figcaption><\/figure>\n\n\n\n<p>In my sessions with librarians, the tasks were performed one after the other. The SN web page that the librarian was on when the previous task ended was the one that was open in the browser when the new task started.<\/p>\n\n\n\n<p>Most librarians started the new task by looking at the SN site they already had open, like for DeeAnn in the video.<\/p>\n\n\n\n<p>The librarians who searched for an answer via Google usually only explored the SN site they first landed on.<\/p>\n\n\n\n<p>My theory: The cognitive bias of <em><a href=\"https:\/\/en.wikipedia.org\/wiki\/Anchoring_(cognitive_bias)\">Anchoring<\/a><\/em> caused the librarian to behave like this.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Family and relatives<\/h3>\n\n\n\n<p>Three SN sites \u2013 the Librarian portal, the Metadata downloader and the Librarian channel \u2013 are so overlapping that I consider them to be a family of tools and information. Our support sites and the publishing platforms are also used by librarians to do their tasks.<\/p>\n\n\n\n<p>The close relationship is extra true for e-resource Librarians and for persons with many roles.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large figcaption-center\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"400\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family.png\" alt=\"\" class=\"wp-image-1467\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family.png 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family-600x267.png 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family-768x341.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><figcaption>The family and the close relatives<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Diagnosis: We should help librarians travel within the family<\/h3>\n\n\n\n<p>The 3 core sites do not do a good job of helping librarians travel between the sites. The sites don&#8217;t act as one family. This results in that librarians contact sales reps or customer service unnecessarily often, which is expensive for SN.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Intervention: Understand and reduce travel blockers<\/h3>\n\n\n\n<p>The sites already exist. Therefore we should now understand what stops persons from traveling between them. And then remove the blockers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Activity: Understand blockers<\/h3>\n\n\n\n<p>Already the foundational research, presented above, gave us knowledge about what needs to change. Also, the portfolio\/hub-and-spoke approach \u2013 that SN has separate sites for separate tasks and\/or audiences \u2013 will not change.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 1: Give the family a hub<\/h3>\n\n\n\n<p class=\"list-heading\">We need to create a hub for the tools. This hub will:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Guide librarians to the different tools they might need for their current task<\/li><li>Be a place to \u201cgo back to\u201d when the current site does not offer the tool\/info the librarian needs<\/li><\/ul>\n\n\n\n<p>Thus, the hub links to all librarian tools. And all the tools link to the Hub.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large figcaption-center\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"413\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family-hub.png\" alt=\"\" class=\"wp-image-1468\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family-hub.png 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family-hub-600x275.png 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-family-hub-768x352.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><figcaption>The Hub concept<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 2: Use content to create connections<\/h3>\n\n\n\n<p>For tasks that cross site boundaries, and related tasks, provide links within each site\u2019s content to the other sites that support the task.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"200\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-effort-1.png\" alt=\"\" class=\"wp-image-1500\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-effort-1.png 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-effort-1-600x133.png 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-effort-1-768x171.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Tools and info for librarians need to be efficient<\/h3>\n\n\n\n<p>The second part of the vision is about how librarians work with the resources we provide.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: \u201cI would contact customer service\u201d<\/h3>\n\n\n\n<p>My team was founded to provide self-service tools for librarians. Several librarians I have spoken to appreciate the possibility of doing things themselves, on their own time, instead of relying on publisher staff.<\/p>\n\n\n\n<p class=\"list-heading\">In the sessions where I tested Jo&#8217;s thesis, the librarians were asked to perform tasks such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>finding the phone number to their regional contact,<\/li><li>fixing\/reporting an access issue,<\/li><li>understanding the impact of transfers on the library,<\/li><li>et cetera<\/li><\/ul>\n\n\n\n<p>Most librarians either directly said that they would contact us via email to perform the task, or they tried to find the info\/use the tool online but ended up using the contact us links if they did not find the info\/tool quickly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Very many publishers<\/h3>\n\n\n\n<p>The 50+ libraries I have spoken to license content from 20 to 400 publishers. Some tasks such as updates to access methods and usage data downloads needs to be done individually for each of these publishers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Our tools are used quite seldom<\/h3>\n\n\n\n<p>Analytics data show us that most librarians use the Librarian portal and Metadata downloader between 1 and 12 times per year, with the majority using our tools less that 4 times per year.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Low effort<\/h3>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>I love the autoload feature in SFX. It saves me so much time.<\/p><cite>Sara C, librarian, US University<\/cite><\/blockquote>\n\n\n\n<p>Note: The autoload feature that Sara mentioned makes the librarian <em>stop<\/em> to use our self-service tools, as it automates a step that is manual in our tool!<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p>&#8230;delighting customers doesn\u2019t build loyalty; reducing their effort\u2014the work they must do to get their problem solved\u2014does.<\/p><cite><a href=\"https:\/\/hbr.org\/2010\/07\/stop-trying-to-delight-your-customers\">Dixon, Freeman &amp; Toman<\/a><\/cite><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">Diagnosis: The Librarian portal and Metadata downloader should be efficient<\/h3>\n\n\n\n<p>So far, our tools have not been designed explicitly for low effort. But, they need to be efficient, even with infrequent use.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Intervention: Discover and reduce inefficiencies<\/h3>\n\n\n\n<p>The Librarian Portal and Metadata Downloader already exist. Some new tool development is happening within them. Therefore we should now discover existing inefficiencies, and also discover the inefficiencies we create in new tools. And then reduce the inefficiencies :)<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 1: Usability tests<\/h3>\n\n\n\n<p>We have done, and will continue to do usability tests on all our tools. From them we know of several usability issues on the sites.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 2: Principles<\/h3>\n\n\n\n<p>We will evaluate our tools against the UX principles we are creating specifically for our products. We will also evaluate our tools against industry best practices from sources such as <a href=\"https:\/\/www.oreilly.com\/library\/view\/designing-ux-forms\/9781457199912\/\">Designing UX: Forms<\/a> and <a href=\"https:\/\/asktog.com\/atc\/principles-of-interaction-design\/\">Tog\u2019s principles<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 3: Metrics<\/h3>\n\n\n\n<p>By using the <a href=\"https:\/\/research.google\/pubs\/pub36299\/\">HEART framework<\/a> I found two metrics that will help us make the tools lower effort:<\/p>\n\n\n\n<p>Goal: Tasks are completed via self-service.<br>Signal: Rate of completion of tasks via our tools.<br>Metric: Few online service contacts after interaction with our tools.<br>Instrument: Google Analytics events for clicks from tools to the Help&nbsp;&amp;&nbsp;Contact page.<\/p>\n\n\n\n<p>Goal: Our tools are efficient parts of librarians\u2019 processes.<br>Signal: Effort needed to use our tools.<br>Metric: Low <a href=\"https:\/\/hbr.org\/2010\/07\/stop-trying-to-delight-your-customers\">customer effort score (CES)<\/a> per tool.<br>Instrument: CES survey after a task is completed in one of our tools.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"200\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-application.png\" alt=\"\" class=\"wp-image-1503\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-application.png 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-application-600x133.png 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-application-768x171.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">The Librarian portal and Metadata downloader are applications<\/h3>\n\n\n\n<p>The third, and final, part of the vision is about how the tools fit into the full flora of tools that librarians work in.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Our info and tools are one step in long processes<\/h3>\n\n\n\n<p>The Librarian portal and Metadata downloader are (almost) never<br>the only tool or information source needed for a librarian\u2019s tasks. Instead, we help with one step in a process that include other tools, info sources, services and\/or people.<\/p>\n\n\n\n<p>Example tasks:<\/p>\n\n\n\n<p class=\"list-heading\">Task: Update IP address ranges to enable access to licensed content<br>Role: Access system specialist<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Get info from network admins<\/li><li>Get admin site login details from ERM or Excel sheet<\/li><li>Check if platform offers self-service (Librarian portal)<\/li><li>Report new ranges via form or email (Librarian portal, SN.com)<\/li><li>Document that the platform has been contacted<\/li><li>Follow up with platforms as needed (our support sites)<\/li><\/ol>\n\n\n\n<p class=\"list-heading\">Task: Calculate &#8220;return on investment&#8221; for journal licenses<br>Role: Usage analysis librarian<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Download COUNTER data from publisher (Librarian portal)<\/li><li>Summarize data in Excel<\/li><li>Get price data from own repository<\/li><li>Combine price data and COUNTER data in Excel<\/li><li>Run macros on the resulting sheet<\/li><li>Compare ROI between journals and publishers<\/li><\/ol>\n\n\n\n<p class=\"list-heading\">Task: Evaluate new journal<br>Role: Acquisition librarian<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Get request from colleague<\/li><li>Find details on content and list price of journal (SN.com, nature.com)<\/li><li>Liaise with Subject librarian\/Head of acquisitions<\/li><li>Get trial from publisher (SN.com)<\/li><li>Make recommendation to Subject librarian\/Head of acquisition<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Insight: Some other tools in the processes<\/h3>\n\n\n\n<ul class=\"intext-columns-2-1 wp-block-list\"><li><a href=\"https:\/\/en.wikipedia.org\/wiki\/Electronic_resource_management\">E-resource management<\/a><\/li><li>Browser bookmarks<\/li><li>Excel<\/li><li>Google Spreadsheet<\/li><li><a href=\"https:\/\/www.journals.ala.org\/index.php\/ltr\/article\/viewFile\/4621\/5459\">Link resolver<\/a> admin interfaces<\/li><li>Cataloging interface<\/li><li><a href=\"https:\/\/en.wikipedia.org\/wiki\/Integrated_library_system\">Integrated library management system<\/a><\/li><li><a href=\"https:\/\/www.lyrasis.org\">Lyrasis<\/a> admin<\/li><li><a href=\"https:\/\/www.ebsco.com\/products\/ebsco-discovery-service\">EDS<\/a> config<\/li><li><a href=\"https:\/\/www.oclc.org\/en\/ezproxy.html\">EZProxy<\/a> usage analysis<\/li><li>&#8230;<\/li><\/ul>\n\n\n\n<p>These are all either<br><em>Data management<\/em> applications<br>or<br><em>Settings\/Config<\/em> applications<br>or<br><em>Usage analysis<\/em> applications<br>or<br><em>Business processing<\/em> applications<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Opinion: We are like Google cloud platform, not like Medium<\/h3>\n\n\n\n<p>Librarian portal and Metadata downloader do<br><em>Data management<\/em><br>and<br><em>Settings\/Config<\/em><br>and solutions currently being built will be a<br><em>Usage analysis<\/em> application<br>and one of our tools is a<br><em>Business processing<\/em> application<\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-2 wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><a href=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-librarian-portal.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-librarian-portal-768x1024.jpg\" alt=\"\" data-id=\"1475\" data-full-url=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-librarian-portal.jpg\" data-link=\"https:\/\/www.oninteractions.com\/thoughts\/experience-vision-librarian-portal\/\" class=\"wp-image-1475\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-librarian-portal-768x1024.jpg 768w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-librarian-portal-450x600.jpg 450w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-librarian-portal.jpg 900w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/a><figcaption class=\"blocks-gallery-item__caption\">the Librarian portal<\/figcaption><\/figure><\/li><li class=\"blocks-gallery-item\"><figure><a href=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-medium.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-medium-768x1024.jpg\" alt=\"\" data-id=\"1476\" data-full-url=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-medium.jpg\" data-link=\"https:\/\/www.oninteractions.com\/thoughts\/experience-vision-medium\/\" class=\"wp-image-1476\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-medium-768x1024.jpg 768w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-medium-450x600.jpg 450w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-medium.jpg 900w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/a><figcaption class=\"blocks-gallery-item__caption\">Medium.com<\/figcaption><\/figure><\/li><li class=\"blocks-gallery-item\"><figure><a href=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-airtable.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"483\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-airtable.jpg\" alt=\"\" data-id=\"1473\" data-full-url=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-airtable.jpg\" data-link=\"https:\/\/www.oninteractions.com\/thoughts\/experience-vision-airtable\/\" class=\"wp-image-1473\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-airtable.jpg 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-airtable-600x322.jpg 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-airtable-768x412.jpg 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><figcaption class=\"blocks-gallery-item__caption\">Airtable.com<\/figcaption><\/figure><\/li><li class=\"blocks-gallery-item\"><figure><a href=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-gcp.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"483\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-gcp.jpg\" alt=\"\" data-id=\"1474\" data-full-url=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-gcp.jpg\" data-link=\"https:\/\/www.oninteractions.com\/thoughts\/experience-vision-gcp\/\" class=\"wp-image-1474\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-gcp.jpg 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-gcp-600x322.jpg 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-gcp-768x412.jpg 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/a><figcaption class=\"blocks-gallery-item__caption\">Google cloud platform<\/figcaption><\/figure><\/li><\/ul><figcaption class=\"blocks-gallery-caption\">We are currently like Medium.com, but should be like Airtable and Google cloud platform<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Diagnosis: The Librarian portal and Metadata downloader are applications<\/h3>\n\n\n\n<p>SNAP and the Metadata Downloader is a collection of tools \u2013 an application for the people involved in cataloging, metadata management, access management and usage analysis. However, these sites are not structured like applications \u2013 collections of tools. It looks and behaves more like an information source.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Intervention: Understand and create the application experience<\/h3>\n\n\n\n<p>Metadata downloader is a data management tool. Librarian portal has data management and settings\/config tools. The tools already exist (and we know what we will build in the near future). Therefore we can <em>look at the tools to understand what we need to change<\/em> to make them more like applications. Then we should, <em>piece by piece<\/em>, make the tools more like applications.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Activity: Inventory<\/h3>\n\n\n\n<p class=\"list-heading\">I and my colleague Felipe made an inventory of the building blocks that the Librarian portal and Metadata downloader are constructed with:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Main navigation<\/li><li>Supporting navigation (Help &amp; Contact, etc)<\/li><li>Data tables<\/li><li>Forms<\/li><li>&#8230;<\/li><\/ul>\n\n\n\n<p>We then looked at each building block to see if any of them need to change for us to transform the Metadata downloader and Librarian portal into an application. We found 4 building blocks that need to change.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 1: Tables for on-screen data management<\/h3>\n\n\n\n<p>Tables that librarians can use to understand and edit from 1 to 3000 records.<\/p>\n\n\n\n<p class=\"list-heading\">Actions that they will need to be able to take on the tables:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>filter &amp; sort<\/li><li>add, edit, delete<\/li><li>aggregation like sums, counts, \u2026<\/li><li>download (custom) sets of records<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 2: Progressive disclosure of help info<\/h3>\n\n\n\n<p>The tools should, by default, contain very exact terms.<br>Example: &#8220;TR_J1&#8221;<\/p>\n\n\n\n<p>But, some librarians will need the definition of the terms.<br>Example: &#8220;Journal Requests (Excluding OA_Gold)&#8221;<\/p>\n\n\n\n<p>And some librarians will need deep info about the terms.<br>Example: A link to <a href=\"https:\/\/www.projectcounter.org\/code-of-practice-five-sections\/abstract\/\">the COUNTER 5 code of practice<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 3: Landscape layout<\/h3>\n\n\n\n<p>The tools should use the available screen real-estate. Most of our users have screens that are 1200\u20131900 pixels wide. Our views should use that width when it is available, while also being usable on 320 pixel wide screens.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Solution 4: Multi level, state aware navigation<\/h3>\n\n\n\n<p class=\"list-heading\">The navigation needs to support:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Two levels of tools<br>Example first level: Content + Access + Usage.<br>Example second level: within Usage 4 diff tools, within Access 5 tools.<\/li><li>Switching between organizations without losing state<br>Example: reporting date range for COUNTER reports<\/li><li>Showing tools based on the status of the current organization<br>Example: corporations have fewer tools than universities<\/li><li>Showing public and private tools based on if the admin is logged in<br>Example: Metadata downloader is public, COUNTER 4 is private<\/li><li>Link to <a href=\"https:\/\/docs.google.com\/presentation\/d\/11kEEDE0tbdRb5mDNZwW2TX-XmHX9-vI3DJyejadI1po\/edit#slide=id.g5db680f3f9_0_22\">the Hub<\/a><\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"900\" height=\"200\" src=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-conclusion.png\" alt=\"\" class=\"wp-image-1511\" srcset=\"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-conclusion.png 900w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-conclusion-600x133.png 600w, https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision-divider-conclusion-768x171.png 768w\" sizes=\"auto, (max-width: 900px) 100vw, 900px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-neo-blocks-conclusion\">The Librarian channel, Librarian portal, and Metadata downloader will be a family of efficient application tools and info sources.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Librarian channel, Librarian portal, and Metadata downloader should become a family of efficient application tools and info sources.<\/p>\n","protected":false},"author":1,"featured_media":1527,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[37,7,9,35],"tags":[],"series":[40],"class_list":["post-1455","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-design-research","category-problem","category-process","category-product-discovery","series-skills"],"acf":[],"jetpack_featured_media_url":"https:\/\/www.oninteractions.com\/thoughts\/wp\/wp-content\/uploads\/2020\/04\/experience-vision.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/posts\/1455","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/comments?post=1455"}],"version-history":[{"count":64,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/posts\/1455\/revisions"}],"predecessor-version":[{"id":1539,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/posts\/1455\/revisions\/1539"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/media\/1527"}],"wp:attachment":[{"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/media?parent=1455"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/categories?post=1455"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/tags?post=1455"},{"taxonomy":"series","embeddable":true,"href":"https:\/\/www.oninteractions.com\/thoughts\/wp-json\/wp\/v2\/series?post=1455"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}