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UX Research Portfolio
Tao Zhang, PhD
http://jimmieego.github.io zhangtao2000@gmail.com 919.448.5042
My Journey
Work
Research Associate
(EECS, Vanderbilt)
Digital UX Specialist
(Libraries, Purdue)
Education
BS Industrial
Engineering
(Tsinghua)
MS HCI
(Tsinghua)
PhD Human Factors
(NC State)
Beijing, China US
2006 2009 2011
Research Assistant
(NC State)
Research Assistant
(Tsinghua)
Discovery Optimization Validation
My Research
Ethnography
Interview
Personas Development
Data Analytics
Iterative Evaluation
Usability Test
Field Evaluation
Selected Projects
Ethnography
Personas
Data
Analytics
Usability
Test
Active Learning Center
Project Overview
• Latest building at Purdue to support “flip courses”
• ALC blends classrooms and library study space
• Student learning activities an important basis for designing ALC space
Research Questions
• Student usage of existing library spaces
• Learning and work activities
• Study space needs
Active Learning Center
Method
Observations
Design
Workshops
Reply Cards
Spot
Interviews
Twice a day for a week
at library study spaces
observing space and
technology usage
Randomly distributed to
students asking what
they are doing and why
they choose to be here
5 min interviews asking
students’ current activity,
how long they’ve been
here, and why they
choose the location
Users draw and explain
what they would like to
see in a study space
Active Learning Center
Observations
How People Work
70%
7%
23%
Groups
Sitting Together
Individual
Technology Use
12%
1%
10%
52%
25%
No Technology
Personal Technology
Library Technology
Personal & Library Tech.
Other
What People Use
13%
15%
6%
13% 15%
38%
Technology
Textbook & reading materials
Notes
Assignments
Writing & highlighting
Paper
Average group size = 3.1
SD = 2.2
Active Learning Center
Observations
50% utilization ~ “completely full”
Active Learning Center
Reply Cards
What Do Students Do
3%5%
7%
39%
47%
Homework
Study
Take Breaks
Online Activity
Read
Why Come to Library
11%
27%
30%
33%
Focus/Atmosphere
Get Things Done
Convenience
Friends
Active Learning Center
Interviews
1-2 Hours
Time spent in the library
2-3 People
Doing work together
• Convenience of walking between classrooms and library spaces
• Students in spaces adjacent to classrooms are highly engaged in study
• Library spaces help students focus
• Space needs (group vs. individual) differ between day and evening
• Students need real-time space availability information
Active Learning Center
Impact
• Research results communicated with ALC
stakeholders and architecture firm
• Existing library spaces renovated to support both
individual studies and small group work
Questions?
Purdue Library Website
Project Background
• Drupal implementation
• New discovery tool
Research Goals
• Understand user needs
• Identify usability and content
issues
• Input for visual design and
implementation
“Too many and often redundant links.”
“Difficult to find information.”
Purdue Library Website
Research Process
User
Research
Information
Architecture
Wireframes
User stories
Personas
Content inventory
Sitemap
Purdue Library Website
Recruit Users
Screening survey responses
Purdue Library Website
User Research
Library experience
Library resources and services
Study and research needs
Information needs
Contextual inquiry
Interview
User segments
User stories
Personas
Purdue Library Website
Personas
Jenny
Sophomore
Library hours
Course reserve books
Known articles
Brian
PhD student
Article discovery
Full text access
Database access
Kate
Professor
Full text access
Database access
Instruction
Purdue Library Website
Homepage
Purdue Library Website
Homepage
Complex search options
Redundant links
Unclear visual hierarchy
Multi-tab search box
User-oriented menu
Reduce clutter
Purdue Library Website
Homepage
Purdue Library Website
Hours
Purdue Library Website
Hours
Users want more hours information than present day
Inefficient drop down list shown by mouse hover
Simple table works
Purdue Library Website
Hours
Purdue Library Website
Discover Tool
Databases are different
Discovery deficit
Duplicated search results
Inconsistent access options
Solution:
Unified search for all library resources
Facets
“Find Online”, “Find in Print”
Virtual Bookshelf
Too many search results
Purdue Library Website
Discovery Tool
Purdue Library Website
Discovery Tool
Iterative User Tests
User’s own search:
Find the book Introduction to Algorithms by
Thomas H. Cormen
Find a journal article on Supply Chain
Management published within the last 5
years
Open-ended search:
Close-ended search:
The last search on library website
Purdue Library Website
Discovery Tool
User Behavior Patterns:
Start with default search
Browse first page of search results
Low usage of facets
Reformulate keywords when not satisfied with results,
not using facets
Purdue Library Website
Discovery Tool
Before
Now
Purdue Library Website
Discovery Tool
Before, facet usage = 9.7% Now, facet usage = 19.5%
Questions?
Data Analytics
HTTP Log Analysis
50.117.41.253 - - [01/Sep/2014:00:08:46 -0400] "GET /primo_library/
libweb/action/dlSearch.do?
institution=PURDUE&vid=PURDUE&indx=1&bulkSize=20&search_scope=everythi
ng&highlight=true&query=any,contains,hard+time+for+soft+balancing
HTTP/1.1" 200 45345 2373 03456FAEC7526F199BD42BEAE95030A5 -
50.117.41.253
IP	 Date	&	Time	 Request	URL	 Status	 Bytes	Sent	 Referring	URL	 User	Agent	
Session ID
Search field
Query string
Facets selected
Original		
log	files	
Sessioned	
coded	
components	
Perl	
Python	
Import	 SAS	
R
Data Analytics
Visualization of Query Reformulation
Narrow:
Parallel:
Mixed:
Data Analytics
E-Book Usage Visualization
E-book page numbers browsed by users, grouped by publisher and subject.
Tableau link: https://goo.gl/EXij2l
Questions?
E-Book Usability Test
Project Background
• Sponsored by EBSCO
• E-books growing in libraries
(1.5 million, 41.9% of Purdue
total volumes)
• Actual user experience
unknown
Research Questions
• How do users find information
in e-books?
• Does experience level matter?
• What are users’ difficulties?
E-Book Usability Test
Test Design
Of all e-book reading sessions:
69% < 10 minutes
92% < 30 minutes
80% < 30 pages
8% with download actions
E-book reading: brief, fact searching Information finding tasks:
In White’s (2008) book on neuroscience, find
the definition of “Ideational Apraxia”.
Open Norris’s book “Electoral Engineering:
Voting Rules and Political Behavior” and find
a table that lists the ideal functions of political
institutions.
In Geismar’s (2011) book “Identify Basic
Principles of Identity Design in the Iconic
Trademarks of Chermayeff & Geismar”, find
the meaning behind the Chase Manhattan
Bank identity design in the 1960s.
……
One-and-one lab test, post-test interview
12 participants: experts, intermediates, beginners
E-Book Usability Test
Results
User behavior patterns:
Rely on full text search
Expect cross-references
Scroll pages fast
Scan for keywords
Usability issues:
Limited full text search
Limited cross-references
E-books designed for linear reading, not for
scanning
Single page view
Scrolling not always supported
Inconsistent annotation features
Restrictions on print and download
Discomfort of reading on screen
Experience matters:
Beginners: search, click in text, scroll
Experts: index, table of contents, list of
figures/tables
Test video clip, search for a table in e-book: https://goo.gl/XnCVJu
E-Book Usability Test
Usability Issue
E-Book Usability Test
Usability Issue
E-Book Usability Test
Impact
• Test report communicated to EBSCO
• Changes made to EBSCO e-book interface
Collaborators
Thanks for viewing
Tao Zhang, PhD
http://jimmieego.github.io zhangtao2000@gmail.com 919.448.5042

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Ux Research Portfolio

  • 1. UX Research Portfolio Tao Zhang, PhD http://jimmieego.github.io zhangtao2000@gmail.com 919.448.5042
  • 2. My Journey Work Research Associate (EECS, Vanderbilt) Digital UX Specialist (Libraries, Purdue) Education BS Industrial Engineering (Tsinghua) MS HCI (Tsinghua) PhD Human Factors (NC State) Beijing, China US 2006 2009 2011 Research Assistant (NC State) Research Assistant (Tsinghua)
  • 3. Discovery Optimization Validation My Research Ethnography Interview Personas Development Data Analytics Iterative Evaluation Usability Test Field Evaluation
  • 5. Active Learning Center Project Overview • Latest building at Purdue to support “flip courses” • ALC blends classrooms and library study space • Student learning activities an important basis for designing ALC space Research Questions • Student usage of existing library spaces • Learning and work activities • Study space needs
  • 6. Active Learning Center Method Observations Design Workshops Reply Cards Spot Interviews Twice a day for a week at library study spaces observing space and technology usage Randomly distributed to students asking what they are doing and why they choose to be here 5 min interviews asking students’ current activity, how long they’ve been here, and why they choose the location Users draw and explain what they would like to see in a study space
  • 7. Active Learning Center Observations How People Work 70% 7% 23% Groups Sitting Together Individual Technology Use 12% 1% 10% 52% 25% No Technology Personal Technology Library Technology Personal & Library Tech. Other What People Use 13% 15% 6% 13% 15% 38% Technology Textbook & reading materials Notes Assignments Writing & highlighting Paper Average group size = 3.1 SD = 2.2
  • 8. Active Learning Center Observations 50% utilization ~ “completely full”
  • 9. Active Learning Center Reply Cards What Do Students Do 3%5% 7% 39% 47% Homework Study Take Breaks Online Activity Read Why Come to Library 11% 27% 30% 33% Focus/Atmosphere Get Things Done Convenience Friends
  • 10. Active Learning Center Interviews 1-2 Hours Time spent in the library 2-3 People Doing work together • Convenience of walking between classrooms and library spaces • Students in spaces adjacent to classrooms are highly engaged in study • Library spaces help students focus • Space needs (group vs. individual) differ between day and evening • Students need real-time space availability information
  • 11. Active Learning Center Impact • Research results communicated with ALC stakeholders and architecture firm • Existing library spaces renovated to support both individual studies and small group work
  • 13. Purdue Library Website Project Background • Drupal implementation • New discovery tool Research Goals • Understand user needs • Identify usability and content issues • Input for visual design and implementation “Too many and often redundant links.” “Difficult to find information.”
  • 14. Purdue Library Website Research Process User Research Information Architecture Wireframes User stories Personas Content inventory Sitemap
  • 15. Purdue Library Website Recruit Users Screening survey responses
  • 16. Purdue Library Website User Research Library experience Library resources and services Study and research needs Information needs Contextual inquiry Interview User segments User stories Personas
  • 17. Purdue Library Website Personas Jenny Sophomore Library hours Course reserve books Known articles Brian PhD student Article discovery Full text access Database access Kate Professor Full text access Database access Instruction
  • 19. Purdue Library Website Homepage Complex search options Redundant links Unclear visual hierarchy Multi-tab search box User-oriented menu Reduce clutter
  • 22. Purdue Library Website Hours Users want more hours information than present day Inefficient drop down list shown by mouse hover Simple table works
  • 24. Purdue Library Website Discover Tool Databases are different Discovery deficit Duplicated search results Inconsistent access options Solution: Unified search for all library resources Facets “Find Online”, “Find in Print” Virtual Bookshelf Too many search results
  • 26. Purdue Library Website Discovery Tool Iterative User Tests User’s own search: Find the book Introduction to Algorithms by Thomas H. Cormen Find a journal article on Supply Chain Management published within the last 5 years Open-ended search: Close-ended search: The last search on library website
  • 27. Purdue Library Website Discovery Tool User Behavior Patterns: Start with default search Browse first page of search results Low usage of facets Reformulate keywords when not satisfied with results, not using facets
  • 29. Purdue Library Website Discovery Tool Before, facet usage = 9.7% Now, facet usage = 19.5%
  • 31. Data Analytics HTTP Log Analysis 50.117.41.253 - - [01/Sep/2014:00:08:46 -0400] "GET /primo_library/ libweb/action/dlSearch.do? institution=PURDUE&vid=PURDUE&indx=1&bulkSize=20&search_scope=everythi ng&highlight=true&query=any,contains,hard+time+for+soft+balancing HTTP/1.1" 200 45345 2373 03456FAEC7526F199BD42BEAE95030A5 - 50.117.41.253 IP Date & Time Request URL Status Bytes Sent Referring URL User Agent Session ID Search field Query string Facets selected Original log files Sessioned coded components Perl Python Import SAS R
  • 32. Data Analytics Visualization of Query Reformulation Narrow: Parallel: Mixed:
  • 33. Data Analytics E-Book Usage Visualization E-book page numbers browsed by users, grouped by publisher and subject. Tableau link: https://goo.gl/EXij2l
  • 35. E-Book Usability Test Project Background • Sponsored by EBSCO • E-books growing in libraries (1.5 million, 41.9% of Purdue total volumes) • Actual user experience unknown Research Questions • How do users find information in e-books? • Does experience level matter? • What are users’ difficulties?
  • 36. E-Book Usability Test Test Design Of all e-book reading sessions: 69% < 10 minutes 92% < 30 minutes 80% < 30 pages 8% with download actions E-book reading: brief, fact searching Information finding tasks: In White’s (2008) book on neuroscience, find the definition of “Ideational Apraxia”. Open Norris’s book “Electoral Engineering: Voting Rules and Political Behavior” and find a table that lists the ideal functions of political institutions. In Geismar’s (2011) book “Identify Basic Principles of Identity Design in the Iconic Trademarks of Chermayeff & Geismar”, find the meaning behind the Chase Manhattan Bank identity design in the 1960s. …… One-and-one lab test, post-test interview 12 participants: experts, intermediates, beginners
  • 37. E-Book Usability Test Results User behavior patterns: Rely on full text search Expect cross-references Scroll pages fast Scan for keywords Usability issues: Limited full text search Limited cross-references E-books designed for linear reading, not for scanning Single page view Scrolling not always supported Inconsistent annotation features Restrictions on print and download Discomfort of reading on screen Experience matters: Beginners: search, click in text, scroll Experts: index, table of contents, list of figures/tables Test video clip, search for a table in e-book: https://goo.gl/XnCVJu
  • 40. E-Book Usability Test Impact • Test report communicated to EBSCO • Changes made to EBSCO e-book interface
  • 42. Thanks for viewing Tao Zhang, PhD http://jimmieego.github.io zhangtao2000@gmail.com 919.448.5042