bottoms up: building a service on a solid foundation of user needs

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Bethan Ruddock @bethanar Bottoms up! Building a service on a solid foundation of user needs CC image from https://www.flickr.com/photos/wackystuff/816931212

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Page 1: Bottoms up: building a service on a solid foundation of user needs

Bethan Ruddock @bethanar

Bottoms up! Building a service on a solid foundation of user needs

CC image from https://www.flickr.com/photos/wackystuff/8169312124/

Page 2: Bottoms up: building a service on a solid foundation of user needs

In the beginning

Library Impact Data Project (LIDP) https://library3.hud.ac.uk/blogs/lidp/ Discovered a correlation – not causation – between use of library resources and attainment.

Page 3: Bottoms up: building a service on a solid foundation of user needs

But their data processing wasn’t scalable or sustainable

“Ellen, three months, and a lot of spreadsheets”

Page 4: Bottoms up: building a service on a solid foundation of user needs

Jisc Library Analytics and Metrics Project, run with Mimas and the University of

Huddersfield

The Jisc Library Analytics and Metrics Project set out to produce a dashboard which would meet a proven need: to allow more libraries to analyse more data to answer more questions

Page 5: Bottoms up: building a service on a solid foundation of user needs

User centred design

An iterative approach

Lo fi prototypes

We knew that the project needed to be based on

Page 6: Bottoms up: building a service on a solid foundation of user needs

Simple iterative feedback cycle

Analysis

Design

Evaluation

Page 7: Bottoms up: building a service on a solid foundation of user needs

Community Advisory and Planning group

The CAP was involved at every stage of the project. Made up of representatives from a variety of UK HE libraries, in a variety of roles, we wanted to get a group that was as representative as possible of the LAMP user base

Page 8: Bottoms up: building a service on a solid foundation of user needs

Areas of project development

»Environment and context

»Use cases/stories/questions to be answered

»Interface »Database

Page 9: Bottoms up: building a service on a solid foundation of user needs

The project areas were roughly mapped to Jesse James Garrett’s ‘simple planes’ principle of web design http://jjg.net/elements

Page 10: Bottoms up: building a service on a solid foundation of user needs

Areas of project development

»Environment and context

»Use cases/stories/questions to be answered

»Interface »Database

Page 11: Bottoms up: building a service on a solid foundation of user needs

Pre-mortem

A pre-mortem takes the premise that the project has failed, and asks the group to consider why. It was especially valuable ding this with the CAP, as we gained an understanding of what failure would look like from a user perspective – this can be very different from failure from a developer’s/project leader’s perspective

Page 12: Bottoms up: building a service on a solid foundation of user needs

Areas of project development

»Environment and context

»Use cases/stories/questions to be answered

»Interface »Database

Page 13: Bottoms up: building a service on a solid foundation of user needs

Epic: strategy

Collected by one-to-one interviews, refined through group work

Page 14: Bottoms up: building a service on a solid foundation of user needs

Macro: use cases

Page 15: Bottoms up: building a service on a solid foundation of user needs

Micro: job stories

When...

I want to...

So I can...

http://alanklement.blogspot.co.uk/2013/09/replacing-user-story-with-job-story.html

We refined these epic and macro use cases down to job stories, based on the ‘jobs to be done’ principle. This asks users to create a specific, concrete task:

This takes your design out of the abstract ‘I would like to…’ and into ‘this is what I do’, and we used these job stories as the basis for future development.

Page 16: Bottoms up: building a service on a solid foundation of user needs

Areas of project development

»Environment and context

»Use cases/stories/questions to be answered

»Interface »Database

Page 17: Bottoms up: building a service on a solid foundation of user needs

Gut test

20 dashboards/interfaces

20 seconds eachRate them 1-5

Comment on why

Page 18: Bottoms up: building a service on a solid foundation of user needs

Wireframes 1

Rough, hand-drawn wireframes for our first paper prototype. The roughness encourages feedback: users can be reluctant to critique something which looks ‘finished’

Page 19: Bottoms up: building a service on a solid foundation of user needs

Design critique

http://scottberkun.com/essays/23-how-to-run-a-design-critique/

Structured, facilitated feedback on specific elements of a design

Looking for specific outcomes

Small number (3-4) of questions

Small number (5-6) of examples

Small (5-6), focused group of participants

Page 20: Bottoms up: building a service on a solid foundation of user needs

Workflows and 'active' wireframe

We used these design critiques to move through rounds of paper prototypes to ‘active’ prototype, built using InVision. We developed a step-by-step workflow for some of the job stories, and then wireframed out each step. These were then presented on a screen for users to click through. There was no data behind them, but it allowed users to get an idea of how a workflow could feel.

Page 21: Bottoms up: building a service on a solid foundation of user needs

Areas of project development

»Environment and context

»Use cases/stories/questions to be answered

»Interface »Database

Page 22: Bottoms up: building a service on a solid foundation of user needs

Real data, real problems

We got data in from users before starting to design the database. This allowed us to take into accounts the constraints of the data.

Page 23: Bottoms up: building a service on a solid foundation of user needs

Data structure

We knew that the decisions we made about database structure would affect how the data could be used, and so consulted the CAP about decisions such as how to normalise data

Page 24: Bottoms up: building a service on a solid foundation of user needs

API (the 'dirty prototype)

The database fed into a working prototype. There were no constraints on how the data could be used, and the design work hadn’t been implemented, but the data could be queried and return results.

Page 25: Bottoms up: building a service on a solid foundation of user needs

Jisc: effective learning analytics

https://www.jisc.ac.uk/rd/projects/effective-learning-analyticshttps://www.jiscmail.ac.uk/cgi-bin/webadmin?A0=ANALYTICS

In summer 2014, Mimas transitioned to become part of Jisc, and work was done internally to consolidate projects and reduce any duplication. It was decided that Library Analytics and Learning Analytics would work very well together. Advantages for LAMP included access to new datasets (such as HESA and NSS data), and tools to transform and query the data. Advantages for Learning Analytics included access to the user research and user-centred design work that had been done for LAMP.

Page 26: Bottoms up: building a service on a solid foundation of user needs

Tableau

The Learning Analytics team had procured Tableau for data dashboards. This didn’t mean that the work done on the LAMP dashboard design had been wasted: the insights into how users would respond to dashboard design were valuable for determining that Tableau would be a valid dashboard choice for LAMP.

Page 27: Bottoms up: building a service on a solid foundation of user needs

screenshot of the 'post-its' page

Page 28: Bottoms up: building a service on a solid foundation of user needs

The Analytics team took the top-priority job stories, and worked to determine which datasets could be used to answer these questions, and to start building these in Tableau.

The Learning and Library Analytics packages are currently going through various development work, alpha and beta testing.

Page 29: Bottoms up: building a service on a solid foundation of user needs

Why user-centred design?

“Ultimately, the project needs to understand who is this decision making tool for? This audience may expand and morph as the project develops, but it needs to ensure it doesn’t fail its primary audience(s) by trying to serve the needs of everyone.”

Ben Showers, http://jisclamp.mimas.ac.uk/2013/05/02/community-

advisory-and-planning-group-meeting-notes/

Page 30: Bottoms up: building a service on a solid foundation of user needs

Find out more…

Bethan RuddockContent development & project manager, Digital Resources

@[email protected]

Except where otherwise noted, this work is licensed under CC-BY-NC-ND