crig seminar 2019 design thinking in academic libraries ...(22%), arts & social sciences (3%)...
TRANSCRIPT
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CRIG Seminar 2019
Design Thinking in Academic Libraries: Building Capacity for User-Centred Services
Edward LucaManager, Academic Services University of Sydney Library
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My Journey in Design Thinking
2013-2016: worked at UTS Library as a Communication Officer2015: started teaching user experience and design thinking2016: published my first journal article using design thinking2017: moved to the University of Sydney as an Academic Liaison Librarian2018: co-led a Design Thinking Community of Practice2018: became a Manager, Academic Services (Medicine & Health)2019: started my PhD (which may or may not use design thinking)
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My Journey in Design Thinking
2013 2014 2015 2016 2017 2018 2019
Using Design Thinking myself Leading Design Thinking projects
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An intellectual approach emphasising empathy, abduct ive reasoning and rapid prototyping(Kolko 2012)
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A process of creat ive problem- solving
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Stanford d.school model
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Double Diamond (British Design Council)
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And many more…
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EMPATHISEGather data to understand your users and the ir needs
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DEFINEDescribe the specific problem you have ident ified
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IDEATEGenerate ideas to mee t your users’ needs
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IMPACT/ EFFORT MATRIX | Lightning Design Jambit.ly/ Impact_Effor t_Matrix
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PROTOTYPECreate mockups of your solut ion
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Binhai Library, Tianjin (China)
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TESTTest your mockups with users and modify based on the ir feedback
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Research Methods
ASPECTS OF RESEARCH QUANTITATIVE QUALITATIVERelat ionship between researcher and subject
Distant Close
Relat ionship between theor y/ concepts and research
Confirmat ion Emergent
Research st rategy Structured Unstructured
Image of social realit y Stat ic and external to actor Processual and socially constructed by actor
Nature of data Hard, reliable Rich, deep
(Shareia 2016)
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How can Design Thinking be used in academic
librar ies?
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Systems
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Spaces
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Programs
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Services
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Dave’s LawUsers should not have to become mini- librarians in order to use the library
(Pat tern 2012)
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I’m going to share twocase studies with you
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Towards a User- Cent redSystemat ic Review Service
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A systematic review attempts to collate all empirical evidence that fits pre-specified eligibility criteria in order to answer a specific research question.
What are systematic reviews?
– clearly stated objectives– pre-defined eligibility criteria– explicit, reproducible methodology– systematic search of the literature– assessment of validity of included
studies– systematic synthesis and presentation
of findings
Higgins JPT, Green S (editors). Cochrane Handbook for Systematic Reviews of Interventions Version 5.1.0 [updated March 2011]. The Cochrane Collaboration, 2011. Available from www.handbook.cochrane.org
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What we wanted to know
– What are the career levels and disciplines of researchers conducting systematic reviews?
– How do researchers define a systematic review?– What services, either offered by the University or externally, are
researchers conducting systematic reviews accessing?– What are researchers’ pain points when conducting a systematic review?– How would researchers prefer to access systematic review support?
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Workshop to understand the research process (and a quick survey)
EMPATHISE
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Survey
– 103 responses, primarily Medicine & Health (74%), followed by Science (22%), Arts & Social Sciences (3%) and Engineering (1%)
– Primarily higher degree by research (HDR) students and early career researchers (ECRs)
– The largest group of respondents demonstrated a ‘moderate’ level of understanding of the systematic review process
– Opportunity to recruit participants for our user research workshop
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Survey
Level of understanding Example of response Percentage
None ‘I don’t know’ or left blank 5%
Basic ‘A search of the literature with a defined question’ 33%
Moderate ‘A critical evaluation of the academic literature on a specific topic’
45%
High ‘A robust, reproducible, structured critical synthesis of existing research’
17%
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User Research Workshop
14 participants were asked to:
- Identify stages in the process of conducting a systematic review
- List things that helped in each stage (resources, services, information, activities, people, etc.)
– List the issues that they faced during the process
– Ideate possible solutions using the Brainwriting method
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Preparation
Define Research Question
Develop and Register Protocol
Plan Search Strategy and Select Databases
Perform Search
Screen Results
Data Extraction and Appraisal
Analysis and Interpretation
Write and Publish
Stages of the systematic review process
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Things that helped
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Pain points
– Access, availability or affordability– Knowledge or skills
– Researchers identified gaps in service relating to resources (full-text content, statistician, software), and the most significant constraint was a lack of time.
– The most voted for issue in the knowledge and skills theme, “selecting relevant terms”, relates to library skills, but the second and third most voted for issues, “defining research question” and “understanding inclusion/exclusion criteria”, may be better addressed by subject experts.
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Knowledge or skills issues
Common issues encountered Number of mentions
Understanding different types of systematic reviews 18
Defining research question 10
Quality of data 9
Selecting databases 8
Checking if another systematic review exists 6
Selecting appropriate software 6
Extracting data 6
Finding a journal to publish in 6
Selecting relevant terms 5
Understanding different types of systematic reviews 5
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Knowledge or skills issues
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Possible solutions
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DEFINEThe steps of the process according to our users
Preparation
Define Research Question
Develop and Register Protocol
Plan Search Strategy and Select Databases
Perform Search
Screen Results
Data Extraction and Appraisal
Analysis and Interpretation
Write and Publish
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HOW MIGHT WEsimplify the research process for users who are conducting systematic reviews?
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IDEATEAnalysed all the user-ident ified pain points and categorised them
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Note - didn’t look quite this fun
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Created a simple mockup to te st with users
PROTOTYPE
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TESTTested a high-fidelit y prototype be fore launching
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Testing the prototype
– Once we were happy with our content, we brought in an external UX agency to conduct two rounds of usability testing– With postgraduate researchers, our primary audience– With academics teaching systematic review methods
– Tested interaction design, language, content discoverability and navigation– “Why would you conduct a scoping search?”– “How do you know when you’ve searched enough databases?”– ”What is a critical appraisal tool used for?”
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What we did next
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Structure of each stage
Evidence, synthesised information about the process and workflowTips, best practice suggestions from Library staffTools & resources, links to suggested websites, guidelines and databasesNeed help? Who at the University can support you with this stage
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SYSTEMATIC REVIEW SERVICE CHARTER
STANDARD1-3 hours
ACADEMIC3-5 hours
PREMIUM5-20 hours
Available to postgraduate students and beyond
Available to post-doctoral researchers and beyond
Up to two research consultations
Up to three research consultations
N/A
N/A Requires acknowledgement of librarian or library’s contributions in the Acknowledgements section
Requires the librarian to be listed as co-author on the publication (with University Library affiliation)
Review or refine your research questions or topicProvide advice on finding existing systematic reviews Recommend databases for your subject areaReview or create up to one search strategyProvide advice on grey literature sourcesProvide support for reference management using EndNoteProvide advice on documenting search results (e.g. PRISMA)Review or create up to three database searchesEdit search strategy based on resultsRun the searches and extract the resultsDe-duplicate references and prepare an EndNote libraryContribute to the Methods section of the paperProvide copies of search strategies for inclusion in the appendix
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Staff Competencies
C1. Systematic review definition and appropriate review questionC2. Systematic review process and methodologyC3. Comprehensive searchingC4. Managing resultsC5. Referral
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Future directions
– Continue to refine our systematic review workshops, which offer a balance between one-on-one support and self-service
– Look for further opportunities to collaborate with academics and professional service units for additional support
– Investigate licensing for systematic review software to assist with the screening process
– Evaluate and refine systematic review service charter and staff development program
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How do we demonst rate the impact of our client
engagement?
(a work in progress)
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Workshop to understand client engagement
EMPATHISE
Collect Information Client Engagement Report Engagement• Understand the useful
data underpinning a client engagement
• Record the t ypes of act ivit ies that const itute client engagement
• Understand what current systems are already being used to record engagement act ivit ies
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9 library staff members part icipated in a user research workshop
61different kinds of engagement act ivit ies were ident if ied by the group
66% of those were listed as one- off act ivit ies, and 34% were considered ongoing
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Email26%
L Drive10%
Teams site9%
Current statistics system
9%Spreadsheet
6%
Dropbox5%
Personal notes5%
Calendar5%
OneNote4%
Appointment system
3%
SurveyMonkey2%
Canvas2%
Scheduling software
2%
LabArchives2%
Teaching SharePoint
2%Other9%
SYSTEMS
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Proposed Interact ion Types
Individual Consultat ion
Collaborat ive Project
Promot ion
Business Intelligence
Invitat ion to Collaborate
Commit tee Meet ing
Delivering Training
Host ing an Event
Individual Report
At tending Event or Training
Networking meet ing
Original Interact ion Types
Research Consultat ion
Research Report
Meet ing (non- Library)
Grant or Promot ional Assistance
Project
Events and Exhibit ions
Conference
Other
What we thinkwe do:
What we actually do:
INTERACTIONS
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DATA POINTS
Quantitat ive data
Resources
Qualitat ive data
540 unique values,820 unique uses
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Deal breakers list
Deal breakers Current system Future CRMCustomise interaction types by role X Supported by user research
Interactions listed under staff member’s profile automatically
X Supported by user research
Automated profile creation for clients (other than csv import)
X Supported by user research
Emails captured/scheduled automatically
X Supported by user research
System used to ‘push’ engagement activities
X Still not sure
Clear advantage/selling point to encourage uptake
X Still not sure
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HOW MIGHT WEenable staff to deliver excellent client engagement and also meet our reporting requirements?
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DEFINEWhat do we ac tually want to do here?
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Combination system
System prompts staff to enter information about ‘high potential’ activities
Manual system
Train staff on the value of reporting and
encouraging adoption of the system
Automated system
Train staff to adopt standardised workflows
for activities
?
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Things you should know
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Design Thinking is f lexible, you can use it as much or
as little as you like
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Quant it y over qualit y: you need to t rust that the
details will come later
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You can learn as you go, so don’t be afraid to experiment with new
me thods and approaches
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You can take an academic approach, but don’t lose the freedom that comes
from explorat ion
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Make sure that you tell somebody, so that
others can learn from your work
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Things leaders should know
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Design thinking can help you to deve lop an evidence base
for making de cisions
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Staff need to be given the freedom to take r isks, don’t expe ct answers right away
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You can model the process in planning sessions and use
it to start conversat ions
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The idea of doing research can be int imidat ing, so think about
how you can gradually introduce it into your te am’s work
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Staff won’t make ser vice design part of the ir work unless you support them
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What happens when librar ians embrace
design thinking?We create a space
for everyoneWe learn to take creative risks
We get more comfortable with
ambiguity
We become more empathetic
We look critically at the services and
programs we develop
We begin to think outside the box
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Thank you!