Role: Experience Designer, Developer

Duration: Jan 2024 - Jun 2024

Over 130 Webpages, One Vision

In January 2024 I moved from the University of Otago Higher Education Development Centre to the university Library to lead the re-design of the Library’s Subject Guides system, a network of over 130 webpages helping 1000s of staff and students access Library resources.

Project Goals

  • Modernize the visual design

  • Create a template and design system to make existing content more usable while streamlining the development of future guides

  • Create a customized system with the Springshare platform, but in a way that is reproduceable and expandable for University of Otago Librarians

Challenges

  • Budgetary constraints

    • The University sector faces monetary pressures

  • Size of the system

    • The Subject Guides system hosts over 140 individual webpages

  • Range of stakeholders

    • The system has a large user base with widely varying needs

    • Dozens of staff Librarians interact with the system as a core part of their work

Design Discovery

After working with Deputy and Associate University Librarians to define project goals, I initiated 3 research efforts:

Primary Research

  • Consultation sessions with each of the Library sub-divisions, followed by a staff survey to help define project requirements

  • Interviews with 4 student users to gain a deeper understanding of the needs of the University’s core user base

Secondary Research

  • Situation analysis of the existing Subject Guides system, including trends among other similar universities:

Situation Analysis

I assessed the core pages of the previous system to understand its functionality.

I also reviewed the use of Subject Guides at institutions like Deakin University, the University of Auckland, the University of Queensland, and Victoria University of Wellington to gain a deeper sense of how other university Libraries apply this system:

Research Results

These research and engagement efforts yielded several key insights:

  • All users indicated that the system needed to be modernized, and integrated with existing University of Otago websites like the Home and Library webpages, similar to other universities like the Deakin University

  • The information architecture would need to be restructured to make important resources like referencing information easier to find to assist students with research

  • Resources for Māori and Pacific students were difficult to access

  • The system needed to be streamlined to reduce cognitive load, while offering the Librarians flexibility to curate resources based on their expertise

It’s a really interesting and handy thing, but it’s just so hidden.
— Otago Student
It is just a bit vintage in the aspect that it’s out of touch with the rest of the University of Otago website.
— Otago Student

Testing coincided the University of Otago’s rebrand, which launched in May of 2024. The rebrand led us to adapt the brand-specific colours in a way that helped align the Subject Guides with existing university pages. The resulted in the below designs for the homepage and individual guide pages.

Average Time on Task

28 seconds

Secondary Color 1

I know what information I need, but I just don’t know how to get there, and that can be a bit frustrating.
— Otago Student
I think the primary goal of the subject guide is to show students library resources that are useful in their research, whether this is an essay format as an undergraduate or documentaries for a MFCO or Anthropology student.
— Staff Librarian

Meet the Users

Based on the initial user study, I helped identify 2 types of core users for this system:

  • Undergraduate and postgraduate students at the University of Otago

  • Staff Librarians

Design Brainstorming

Based on the research findings, I started created sketches and wireframes, while consulting with Library managers and staff to validate requirements and build consensus on design decisions.

I presented the initial designs to the staff, and after taking some feedback, we defined some core features to include:

  • A fully functional header - the previous system header was simply a static image linking to the main Library website

  • A quick links section that includes key resources like referencing, rather than a ‘Popular Guides’ list.

  • Flexibility for Librarian’s to structure individual guides, but with tools for reducing the cognitive load on a given page

With these ideas and the Librarian feedback in mind, I started developing functional prototypes within Springshare, the content management platform on most Subject Guides through the world are hosted.

Development

I used this opportunity to upskill on HTML and CSS, developing a custom header with links to the main University of Otago, university library, and library search pages:

After some feedback from our Digital Delivery Manager, who recommended taking inspiration from the University of Auckland, I created content cards based on the different university subject divisions. The structure would make the landing page a more simplistic entry point for users.

I also created custom CSS and a new HTML template for individual subject guides, like the sample Design guide below. This template moved the navigation from the top to the side, creating one column of content on the page to improve readability and simplify the interface.

Further, the new template makes use of Springshare’s tabbed content boxes, which allow users to filter different types of content. These content boxes enable the flexibility Librarians want, while decreasing cognitive load for student users.

This version included a direct integration of the Library’s Search bar into the system. While this decision was based on user data indicating that Library Search heavily-used feature, it took away from the core content (the Subject Guides), and counteracted a Library policy about linking to relevant content rather than duplicating content from other pages.

After another round of feedback from Library staff, we started thinking of ways we could optimise space on the landing page, leading to a high-fidelity prototype that we tested with users.

Usability Testing

Working in partnership with the Library’s Student Innovation Group as well as the Māori and Pacific Engagement Advisors, I drafted a plan for a remote moderated usability study for this design. The study cohort involved:

  • 4 women

  • 3 men

    • Including 2 Pacific students and 2 Māori students, and

    • 1 student from the Otago Disabled Students Association.

Methodology

For this usability study we presented each participant with a series of tasks within a functional prototype, testing Time on Task, and Conversion Rate.

Average Conversion Rate

96%

P 1’s and 0’s

The usability study revealed no P0 issues with the system. However, users did have trouble navigating some dropdown menus because they didn’t have a visual identifier marking them as dropdowns.

Virtually all participants indicated that they frequently used Google Scholar, and requested that this be added as a quick link in certain sections. With confirmation that the system is functional and usable, we produced with preparing for release.

The Final Design

The final design streamlines the user flow and centralises the site contents into easily navigable columns. The site also makes resources designed for Māori and Pacific Students, like the Library Kaiāwhina service and the Ngā Upoko Tukutuku | Māori Subject Headings guide, easier to locate.

Further, the design modernises the existing Subject Guides site, without compromising on content or quality of information.

Finally, this project and vision were the result of a collaborative effort, with over 20 staff members and 12 students providing feedback and insight on features, prototypes, and visual design.

Brand Colors

Primary Color 1

Primary Color 2

Secondary Color 2

Container Color 1

Container Color 2

Next Steps

Going forward I will provide Librarians with design documents with information on human-centred design best practices, so that we can keep guide displays both informative and stylish. We will also perform research and maintenance including:

  • A system usability survey inviting users to provide continuous feedback

  • Regular updates to ensure that the site is optimised for mobile and tablet

  • Collaborations between Librarians and Library Systems to edit information architecture and displays as needed

Next
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Project N95