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JoAnne Sparks University of Oxford March 2009

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Page 1: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

JoAnne SparksUniversity of Oxford

March 2009

Page 2: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

OutlineIntroductionUser research and stakeholder managementArchetype and persona approachesUsability (interface, space and process)How to be all things to all peopleConclusions

Page 3: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

IntroductionProfessional profile:

26 years professional experienceAcademic, nonprofit and corporateHealth science and research

Passions and interests:UsersAccessDoing the right thingOur profession and the future

Page 4: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Short CVUniversity of Oxford, Assistant Director,

Research & Learning ServicesMemorial Sloan-Kettering Cancer Center,

Director of Library ServicesBristol-Myers Squibb, Director, Content

Integration & AccessDrexel University, Associate Dean, Resource

Management

Page 5: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

User Research and Stakeholder ManagementUnderstanding your organizational contextCustomer segmentation

Multi-dimensionalAge, background, training, experience,

expectationsMarket research

Information seeking behavior patternsConsumption levelsEnd goals or outputs

Profiling and engaging your user groups

Page 6: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Archetype and persona approachesDavid Snowden, archetypes, sensemaking,

Cynefin modelwww.cognitive-edge.com

Mary Lee Kennedy, personas on Microsoft’s intranethttp://www.infotoday.com/it2002/presentations/

kennedy.ppsDonna Gibson and Kathy Anderegg, Content

Integration & Access group, Bristol-Myers-SquibbMedicinal ChemistryProcess ChemistsProcess Chemical Engineers

Page 7: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Techniques everyone can useGather data early and oftenAggregate and analyze your dataUnderstand the gapsVisualize your customer segmentsNarratives*, pictures and scenarios

* “Take the time to write a compelling narrative; make each person you profile

memorable.” Kate Gomoll

Web Redesign 2.0 Workflow that Works

Page 8: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

“Personas” of various scientistsMedicinal Chemist – works

alone and is looking for a “recipe”Senior level – very expertJunior level – needs more

support and still works independently

Process Chemist – group orientedSolves problems as a teamSocial and learns in a

group setting

Page 9: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

MSK Clinical LibrariansCustomized for specific

specialtiesRange of possible offerings

(on demand)Mature specialties (thoracic

surgery)Low volume (gynecology)New prospects (translational

research)

Page 10: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

UsabilityInterface

Web sites, applications, online library systems, web 2.0 creations

SpaceLibraries, bookstores, coffee shops, consulting

spaces, officesProcess

Orders and requests, information retrieval, enquiry and search

Design of objectsCoffee and teapots, desks and furniture

Page 11: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Usability – interface, applications

Neutral point of viewDesign for the users,

not the library staff!Test often and in

small bitsMost important

person is the user

Page 12: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Usability – space and processConsulting

workstations in open plan spaces

Flexible usesLocation, traffic

flowFurniture design,

overall usefulness

Page 13: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

“If you want a golden rule that will fit everybody, this is it: Have nothing in your houses that you do not know to be useful, or believe to be beautiful.”William Morris, The Beauty of Life, 1880

http://www.jnd.org/dn.mss/emotion_design.html

Norman, D. A. (2002). Emotion and design: Attractive things work better. Interactions Magazine, ix (4), 36-42.

Usability – objects

Page 14: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

How to be all things to all peopleNeutral point of viewWholistic from the customer’s point of viewCustom versus genericPrototyping, incremental testingContinuous improvement and learning

Page 15: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Primer on the basic approachDemographics – analyze the user segmentsScreen for typical users (not outliers)Clear testing objectivesStoryboard, paper prototype, interactive

wireframeScheduling and logisticsNeutral facilitator and notetakersAnalyze the findingsDebrief with all involved staffTake action on the findings

Page 16: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Why do it?Superior services will transform into

extraordinary servicesAt an individual level between librarian and

readerAt a team levelAt a local service levelAt a library system level

Embedded librarians, clinical informationistsKey to successful implementationStrengthens ongoing program

Page 17: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

How much does it cost?Free to millions of pounds

KEY THING IS FREE – the mindsetPrototyping – early is best and generates

savingsFull build – late stage testingIF YOU DON’T do usability ---How much does rebuilding cost?Cost of getting it wrong – long-termCost of not doing is the same

Page 18: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Additional ReferencesKelly Goto and Emily Cotler

Web Redesign 2.0 Workflow that Workshttp://www.web-redesign.com/

Jakob NielsenUsability consulting for web interface, gadgetshttp://www.nngroup.com/

Donald A. NormanThe Design of Everyday Thingshttp://www.amazon.com/gp/product/0465067107/

Bruce “Tog” Tognazzinihttp://www.asktog.com/columns/069ScottAdamsMeltdown.html

Apple computer interface guidelines, 1987

Page 19: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Conclusions

Page 20: JoAnne Sparks University of Oxford March 2009. Outline Introduction User research and stakeholder management Archetype and persona approaches Usability

Contact informationJoAnne SparksEmail: [email protected]