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Improving reading list
user experience
Leganto at Imperial College London
Andrew Preater
Assistant Director Library Academic Services
@preater
@imperiallibrary
2
These slides
bit.ly/leganto-day
3
Our context
4
Imperial’s engagement with Ex Libris
Leganto development partner
Implementing 2015/16 academic
year
Starting with Faculty of Medicine
and Business School (1/3
College FTE)
5
How did we get here?
Home-grown reading list
system needing replacement
6
The Reading List Database (circa 2007)
7
How did we get here?
Home-grown reading list system
needing replacement
2012/13 Alma project follow-
on
8
How did we get here?
Home-grown reading list system
needing replacement
2012/13 Alma project follow-on
Business School dependency
for content delivery
9
Strategic drivers
Time to change from legacy
system
Value for money
Integration with existing Library
and College systems
“Future-flexible” system
10
User Experience as a strategic driver
11
Reading list workflow improvement
Reading lists
lean / kaizen
process
improvement
exercise
12
Reading list process “SIPOC”
Suppliers Inputs Process CustomersOutputs
• Academics
• Reading List (RL) team
• Imperial organisation updates
• Business administrators
• Reading list team
• Business library team
• Copyright library team
• Suppliers (Book, E-book,
journal, HBR, other)
• VLE team
• Business administrators
• Reading list team
• Business library team
• Business administrators
• Reading list team
• Business library team
• Students
• Academics
• Business administrators
• Reading list team
• Business library team
1
Request Materials2
Source Materials3
Obtain Copyrights4
Deliver Materials5
Maintain Materials6
• Course objectives
• RL academics mailing list
• Word document with prior
year course listings
• Materials requests (Excel,
Word, Email, Online Form)
• Request for copyright
• Materials
• Unsatisfied request report
• Supplier usage reports
• Emails
• Materials requests
• Textbook purchasing formula
• Book orders
• E-book orders
• Journal orders
• HBR orders
• Websites
• Materials requests (Excel,
Word, Email, Online Form)
• List of items to source
• Links to Imperial materials
• Updated FSS Database
• Copyright
• Materials available
• Moodle
• Additional materials orders
(including E-book credits)
• Weeding list
• Materials order
• Imperial link
• Scanned chapter
• Business administrators
• Reading list team
• Business library team
• Business administrators
• Reading list team
• Business library team
• Business library team
• Students
• Academics
• Business administrators
• Reading list team
• Business library team
• Students
• Academics
• Suppliers (Book, E-book,
journal, HBR, other)
• VLE team
• Business administrators
• Reading list team
• Business library team
Identify Course Materials
13
• New editions
• New to collection (books,
journals)
• Order lead times
• Timing of course (next
week, next term)
Leganto initiated
message?
How do we
choose
templates?
Standard
collaboration
messages
Proposed Leganto workflow
Academic
Library
Acquisitions
Create
New RL
Amend RL
Existing
File
Pre-
populated
Leganto
Blank
Leganto
Review
Leganto
templates
• Auto populate
• Mandatory
fields?
Select
Template
Associate
RL with
Course
Add Items
Opportunity for
mobile access?
Associate
to
Sessions
How do Harvard
items link?
Click Done
Is this published?
Pre-
populated
Leganto
How will we know
that the list has
changed?
Standard
collaboration
messages
Create
New RL
Amend RL
Select
Template
Associate
RL with
Course
Add Items
Associate
to
Sessions
Click Done
Pre-
populated
Leganto
How do we solicit
the materials?
How do we
prioritise ordering?
Review
Items
How do we capture
non course assoc
materials?
Do we need to
check metadata
standards?
Procedures for
copyright breach
How do we
communicate
availability lead
times/ costs?
How do we know
who to chase?
Order
Items
How do we
communicate that
its done / lead
times?
How do we know
avoid rechecking
the same items
on different
courses?
Out of stock
items across
multiple modules
Front end
relationshipmanagemen
t
Course module
feed
1
2
3 4
7
5
6
8
9
10
11
12
13
14
14
Sense-making with user stories
“As a lecturer, I would like to be
able to request a permission
check for any item on my reading
list so that I don’t have to retype
the information into yet another
form.”
15
Staff perceptions
“It is hugely valuable to have
dedicated time set aside to
prepare the ground for the
implementation of a new
system.”
- Elizabeth Killeen, Liaison Librarian
bit.ly/icloe-rl
16
What engages academics?
The Library is expected to do a
good job, already!
17
What engages academics?
18
What engages academics?
The Library is expected to do a good
job, already!
Align your offering with
colleagues’ pedagogical concerns
19
What engages academics?
The Library is expected to do a good
job, already!
Align your offering with colleagues’
pedagogical concerns
Make a ‘legal and decent’ route for
copyright the easy route
20
Your questions about our journey
One
•Two
• Three
» Four
 Five
@preater
@imperiallibrary

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Improving reading list user experience at Imperial College London

  • 1. Improving reading list user experience Leganto at Imperial College London Andrew Preater Assistant Director Library Academic Services @preater @imperiallibrary
  • 4. 4 Imperial’s engagement with Ex Libris Leganto development partner Implementing 2015/16 academic year Starting with Faculty of Medicine and Business School (1/3 College FTE)
  • 5. 5 How did we get here? Home-grown reading list system needing replacement
  • 6. 6 The Reading List Database (circa 2007)
  • 7. 7 How did we get here? Home-grown reading list system needing replacement 2012/13 Alma project follow- on
  • 8. 8 How did we get here? Home-grown reading list system needing replacement 2012/13 Alma project follow-on Business School dependency for content delivery
  • 9. 9 Strategic drivers Time to change from legacy system Value for money Integration with existing Library and College systems “Future-flexible” system
  • 10. 10 User Experience as a strategic driver
  • 11. 11 Reading list workflow improvement Reading lists lean / kaizen process improvement exercise
  • 12. 12 Reading list process “SIPOC” Suppliers Inputs Process CustomersOutputs • Academics • Reading List (RL) team • Imperial organisation updates • Business administrators • Reading list team • Business library team • Copyright library team • Suppliers (Book, E-book, journal, HBR, other) • VLE team • Business administrators • Reading list team • Business library team • Business administrators • Reading list team • Business library team • Students • Academics • Business administrators • Reading list team • Business library team 1 Request Materials2 Source Materials3 Obtain Copyrights4 Deliver Materials5 Maintain Materials6 • Course objectives • RL academics mailing list • Word document with prior year course listings • Materials requests (Excel, Word, Email, Online Form) • Request for copyright • Materials • Unsatisfied request report • Supplier usage reports • Emails • Materials requests • Textbook purchasing formula • Book orders • E-book orders • Journal orders • HBR orders • Websites • Materials requests (Excel, Word, Email, Online Form) • List of items to source • Links to Imperial materials • Updated FSS Database • Copyright • Materials available • Moodle • Additional materials orders (including E-book credits) • Weeding list • Materials order • Imperial link • Scanned chapter • Business administrators • Reading list team • Business library team • Business administrators • Reading list team • Business library team • Business library team • Students • Academics • Business administrators • Reading list team • Business library team • Students • Academics • Suppliers (Book, E-book, journal, HBR, other) • VLE team • Business administrators • Reading list team • Business library team Identify Course Materials
  • 13. 13 • New editions • New to collection (books, journals) • Order lead times • Timing of course (next week, next term) Leganto initiated message? How do we choose templates? Standard collaboration messages Proposed Leganto workflow Academic Library Acquisitions Create New RL Amend RL Existing File Pre- populated Leganto Blank Leganto Review Leganto templates • Auto populate • Mandatory fields? Select Template Associate RL with Course Add Items Opportunity for mobile access? Associate to Sessions How do Harvard items link? Click Done Is this published? Pre- populated Leganto How will we know that the list has changed? Standard collaboration messages Create New RL Amend RL Select Template Associate RL with Course Add Items Associate to Sessions Click Done Pre- populated Leganto How do we solicit the materials? How do we prioritise ordering? Review Items How do we capture non course assoc materials? Do we need to check metadata standards? Procedures for copyright breach How do we communicate availability lead times/ costs? How do we know who to chase? Order Items How do we communicate that its done / lead times? How do we know avoid rechecking the same items on different courses? Out of stock items across multiple modules Front end relationshipmanagemen t Course module feed 1 2 3 4 7 5 6 8 9 10 11 12 13 14
  • 14. 14 Sense-making with user stories “As a lecturer, I would like to be able to request a permission check for any item on my reading list so that I don’t have to retype the information into yet another form.”
  • 15. 15 Staff perceptions “It is hugely valuable to have dedicated time set aside to prepare the ground for the implementation of a new system.” - Elizabeth Killeen, Liaison Librarian bit.ly/icloe-rl
  • 16. 16 What engages academics? The Library is expected to do a good job, already!
  • 18. 18 What engages academics? The Library is expected to do a good job, already! Align your offering with colleagues’ pedagogical concerns
  • 19. 19 What engages academics? The Library is expected to do a good job, already! Align your offering with colleagues’ pedagogical concerns Make a ‘legal and decent’ route for copyright the easy route
  • 20. 20 Your questions about our journey One •Two • Three » Four  Five @preater @imperiallibrary