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Make Your Site
Everybody’s Favorite !

           Felicia Poe
 eScholarship Editions Program
    California Digital Library
    University of California
         www.cdlib.org
Overview

•   The California Digital Library (CDL)
•   We share your pain!
•   Search screens: principles and features
•   Displaying and navigating search results
•   Essential services
•   But nobody uses “Help”!
•   Conclusion
California Digital Library (CDL)

• Established in 1997
• Work on behalf of ten UC campus libraries
• License 8,000+ electronic journals and 250
  A&I and reference databases
• Proactively communicate UC’s needs to
  vendors
CDL Resource Liaison Program

 • Campus-based
 • Monitor & conduct ongoing evaluation of
   electronic products
 • Focus: functionality, usability,
   performance, completeness of content
 • Make recommendations to producers
   for enhancements
We share your pain!

 • Ever-increasing user expectations
 • Contradictions: desire for Google-like
   interface coupled with increased
   functionalities
 • Communication quandary: end-users,
   intermediaries, vendors, publishers,
   account reps, technologists, designers…
CDL Evaluation Criteria Tools

• “User Interface Principles”
  www.cdlib.org/vendors/Interface_Principles.rtf


• “Resource Selection/Evaluation Criteria”
  (Handout)
Search Screen Principles

 • Purpose: aid users in crafting an efficient
   and effective search
 • Familiar, consistent terminology
 • Intuitive and flexible for both novice and
   advanced users
 • Clean graphics on an uncluttered screen
Search Screen Features

 • Default: Basic Search with link to
   Advanced Search
 • Keyword and exact phrase searching
 • Field searching, e.g., “author” “title”
 • Ability to limit a search by format,
   language, dates, full-text, etc.
Display and Navigation: Principles

 • Let users know where they are now and
   how they can return to where they were
 • Allow users to back up or exit at any
   point without loosing previous work
 • Support a logical sequence of tasks with
   a limited number of steps
Display and Navigation: Features

 •   Display: Citation/Short/Full/Abstracts
 •   Formats: PDF, HTML with durable links
 •   Highlight search terms or “match point”
 •   Configurable records per page
 •   Ability to sort/rank
 •   Indicate to user which volumes/issues
     are accessible, e.g., “You Have Access”
Essential Features and Services
•   Print: remove graphics, HTML formatting
•   Email: all formats; allow message, topic line
•   Download: citation management software
•   Save/mark: within and across sessions
•   Update/Current Awareness service
•   Ability to pass users to institutional holdings,
    document delivery services
But Nobody Uses Help!

 • Useful error messages: state problem
   and offer alternative
 • Glossary of terms and Help topics
 • “How to…”
 • Feedback: encourage users to send an
   email, phone, ask questions!
 • Technical support is essential
Conclusion: Know Your Users!

 • Need for constant improvement of user
   interfaces
 • Conduct user/usability testing
 • Create partnerships with customers
 • Actively solicit feedback

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Make Your Site Everybody's Favorite

  • 1. Make Your Site Everybody’s Favorite ! Felicia Poe eScholarship Editions Program California Digital Library University of California www.cdlib.org
  • 2. Overview • The California Digital Library (CDL) • We share your pain! • Search screens: principles and features • Displaying and navigating search results • Essential services • But nobody uses “Help”! • Conclusion
  • 3. California Digital Library (CDL) • Established in 1997 • Work on behalf of ten UC campus libraries • License 8,000+ electronic journals and 250 A&I and reference databases • Proactively communicate UC’s needs to vendors
  • 4. CDL Resource Liaison Program • Campus-based • Monitor & conduct ongoing evaluation of electronic products • Focus: functionality, usability, performance, completeness of content • Make recommendations to producers for enhancements
  • 5. We share your pain! • Ever-increasing user expectations • Contradictions: desire for Google-like interface coupled with increased functionalities • Communication quandary: end-users, intermediaries, vendors, publishers, account reps, technologists, designers…
  • 6. CDL Evaluation Criteria Tools • “User Interface Principles” www.cdlib.org/vendors/Interface_Principles.rtf • “Resource Selection/Evaluation Criteria” (Handout)
  • 7. Search Screen Principles • Purpose: aid users in crafting an efficient and effective search • Familiar, consistent terminology • Intuitive and flexible for both novice and advanced users • Clean graphics on an uncluttered screen
  • 8. Search Screen Features • Default: Basic Search with link to Advanced Search • Keyword and exact phrase searching • Field searching, e.g., “author” “title” • Ability to limit a search by format, language, dates, full-text, etc.
  • 9. Display and Navigation: Principles • Let users know where they are now and how they can return to where they were • Allow users to back up or exit at any point without loosing previous work • Support a logical sequence of tasks with a limited number of steps
  • 10. Display and Navigation: Features • Display: Citation/Short/Full/Abstracts • Formats: PDF, HTML with durable links • Highlight search terms or “match point” • Configurable records per page • Ability to sort/rank • Indicate to user which volumes/issues are accessible, e.g., “You Have Access”
  • 11. Essential Features and Services • Print: remove graphics, HTML formatting • Email: all formats; allow message, topic line • Download: citation management software • Save/mark: within and across sessions • Update/Current Awareness service • Ability to pass users to institutional holdings, document delivery services
  • 12. But Nobody Uses Help! • Useful error messages: state problem and offer alternative • Glossary of terms and Help topics • “How to…” • Feedback: encourage users to send an email, phone, ask questions! • Technical support is essential
  • 13. Conclusion: Know Your Users! • Need for constant improvement of user interfaces • Conduct user/usability testing • Create partnerships with customers • Actively solicit feedback