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Modern Pathfinders
Making research guides more effective
Jason Puckett
Georgia State University Library
NCompass Live, March 9 2016
About me
Librarian for Communication and Computer Science,
Virtual Services Librarian
GSU, Atlanta
Continuing education instructor, Simmons
research.library.gsu.edu/prf.php?account_id=936
Modern Pathfinders: Creating Better Research Guides (2015)
Zotero: a Guide for Librarians, Researchers and Educators (2011)
(2nd edition forthcoming, 2016)
Today’s session
Will be
• Instruction/public service POV
• Informal/interactive
• Biased toward academic libraries
Will not be
• How to use LibGuides
• Overly techy
• Systems librarian POV
What’s a research guide
• Web page created by librarians for library users as an aid to their
research
• Addresses a specific information need
• research guides, pathfinders, web guides, subject guides, LibGuides
flickr.com/photos/elo/2425302932
What’s a research guide
“Subject guides are lists of resources created to assist students with
their research needs.” (Staley 2007)
• Teaching tools
• Access points
• Substitute for class
• Contact point w/librarian
flickr.com/photos/dunechaser/1721982928
What do you use?
• LibGuides
• Library a la Carte
• Wiki-based system
• Home-grown system
• Don’t have research guides
• Other?
flickr.com/photos/rhodes/98801346
Rethinking your guides
• Not just a list of links
• Approach guide creation like class planning
• Guides as teaching tool
• Think like a student
• Focus on the assignment/task
• Don’t overload
• Design matters
flickr.com/photos/hurleygurley/4338767
Design
flickr.com/photos/40775084@N05/12573451034
• Instructional design
• User Experience (UX) design
Learning objectives
• No more “how to use the library”
• Specific
• Measurable
• Results-oriented
• Need-focused
flickr.com/photos/corscri/1320198723
Learning objectives: Why?
• Teaching aid/outline
• Findability (by search and eye)
• Relevance to students
• Instructor buy-in
flickr.com/photos/esparta/4503617594
Learning objectives
•What am I teaching in class
OR
•What would I teach if I had them in class
flickr.com/photos/dcjohn/74907741
Learning objectives
• “Students should be able to…”
• locate newspapers to use as a historical primary source
• distinguish between scholarly and non-scholarly sources
• create a literature review on their topic
• install Zotero
• Avoid “understand” and synonyms
flickr.com/photos/st3f4n/5422493992
Tailor to the assignment
flickr.com/photos/heartindustry/522073924
Examples
http://research.library.gsu.edu/sw7200
http://research.library.gsu.edu/jour1000
http://research.library.gsu.edu/jour4800
Don’t recreate the library website
(The library already has a website. This isn’t it.)
• TMI -> confusion
• Extra work/updates
flickr.com/photos/17258892@N05/2588347668
Curated content
• A selected subset of the info on the library site
• Selected resources specific to the task at hand
• Plus subject specialist expertise
flickr.com/photos/museumwales/2764499783
Subject guides vs course guides
• “students do not connect with general subject guides, but do find
use for guides that are focused on specific courses”
• “presenting sources based on a discipline was not helpful for
students as the students did not understand what a discipline really
was”1
• “course management systems … create learning environments
tailored specifically to the needs of the students enrolled in a
course”
• “undergraduate students’ mental model is one focused on
courses and coursework, rather than disciplines”2
1Roberts, S., & Hunter, D. (2011). New Library, New Librarian, New Student: Using LibGuides to Reach the Virtual Student. Journal of Library &
Information Services in Distance Learning, 5(1/2), 67-75. doi:10.1080/1533290X.2011.570552
2Reeb, B., & Gibbons, S. (2004). Students, Librarians, and Subject Guides: Improving a Poor Rate of Return. Portal : Libraries and the Academy,
4(1), 123-130.
flickr.com/photos/a_ninjamonkey/3295744362
Cognitive Overload
•Avoid TMI
•“Chunk” your content
into manageable
pieces
•Keep links to a
minimum
flickr.com/photos/documentingtrees/131547704
Reducing choices
• Too many options = overwhelming
• Minimize distraction/digressions
• Minimize clutter
flickr.com/photos/kb35/430976459
Write for your audience
• Think like a student
• Organizing by format makes sense to librarians
• Organizing by assignment/task makes sense to students
• Compare the assignment to the guide
flickr.com/photos/marfis75/3272079115
Write for your audience
• Think like a student
• Avoid jargon
• Consistent terminology
• Conversational style
• Get a fresh eye
• Concise and scannable text
• Annotate clearly
• What will they need to know?
flickr.com/photos/igorza76/8109506828
______ ___ ___ ___Writing for the web
“The format is very clear and
neat. The first two [guides] just
make me feel dizzy. Too many
words on it – very messy.”
– student response to LibGuides
(Hintz et al)
______ ___ ___ ___Writing for the web
• Minimal text
• Lists, not text blocks
• Web readers skim
• Critical content above the fold
• Avoid “click here.” Users know links when they
see them
• Use emphasis sparingly
• Good style guides from Yahoo:
• styleguide.yahoo.com/writing/write-web/get-point
• styleguide.yahoo.com/writing/write-web/shape-your-
text-online-reading
Writing for the web
Click here to access America: History and Life, a database that includes
articles that may be useful to you as secondary sources.
Search America: History and Life to find articles useful as secondary
sources.
Writing for the web
• Web readers skim: the F shape
• Above the fold
useit.com/alertbox/reading_pattern.html
User experience (UX)
Attractive objects
work better in
stressful situations
Decrease effort spent
understanding the
page
Free up mental
“bandwidth” to focus
on content
flickr.com/photos/38045070@N00/4883972918
Reworking a guide
Before
• research.library.gsu.edu/content.php?pid=135834
• Big text block
• Past the fold
• Organized by format
• Start page
Reworking a guide
After
• research.library.gsu.edu/jour4800
• Organized around assignment
• Directly based on learning objectives/class session
• Vertically shorter (but still above the fold)
• First page directly into content
• Text is more concise/skimmable to locate needed info
Visual design for non-designers
• Web pages are not print pages
• Less is more
• Simplicity and consistency matter
flickr.com/photos/100055991@N04/17222277171
Design and why it matters
Hintz, K., Farrar, P., Eshghi, S., Sobol, B., Naslund, J.-A., Lee, T., Stephens, T., et al. (2010). Letting students take the lead: A user-
centred approach to evaluating subject guides. Evidence based library and information practice, 5(4), 39-52.
Design and why it matters
Colors: simple and consistent
Images can direct attention
Entry points and focal areas
• Eye doesn’t go naturally to
text
• Squint!
• Secondary focal areas
Lorem ipsum dolor sit amet,
consectetur adipisicing elit, sed do
eiusmod tempor incididunt ut
labore et dolore magna aliqua. Ut
enim ad minim veniam, quis
nostrud exercitation ullamco laboris
nisi ut aliquip ex ea commodo
consequat. Duis aute irure dolor in
reprehenderit in voluptate velit esse
cillum dolore eu fugiat nulla
pariatur. Excepteur sint occaecat
cupidatat non proident, sunt in
culpa qui officia deserunt mollit
anim id est laborum.
flickr.com/photos/88649611@N00/3018419587
flickr.com/photos/68187942@N00/3287986172
Sed ut perspiciatis unde omnis iste
natus error sit voluptatem
accusantium doloremque
laudantium, totam rem aperiam,
eaque ipsa quae ab illo inventore
veritatis et quasi architecto beatae
vitae dicta sunt explicabo. Nemo
enim ipsam voluptatem quia
voluptas sit aspernatur aut odit aut
fugit, sed quia consequuntur magni
dolores eos qui ratione voluptatem
sequi nesciunt.
Institutional style guides
• The content matters more than the container, but the container
matters
• Consistency
• Readability
• Familiarity
• Visual style
• Content guidelines
• Flexibility for creators
flickr.com/photos/wmode/3481125523
Institutional style guides
“The goal here should be that once a
person has used one of your library’s
guides, they intuitively know how to
use all your library’s guides because
each guide follows a similar structure,
even though the content varies
widely.”
(Ahmed 2013 p. 109)
flickr.com/photos/mbiebusch/5816398534
Recommended Reading
• Ahmed, N. (2013). Design: Why it is important and how to get it right. In A. W. Dobbs, R. Sittler, D. Cook, & Library and Information
Technology Association (U.S.) (Eds.), Using LibGuides to Enhance Library Services: A LITA Guide (pp. 103–119).
• Bielat, V., Befus, R., & Arnold, J. (2013). Integrating LibGuides into the teaching-learning process. In A. W. Dobbs, R. Sittler, D. Cook,
& Library and Information Technology Association (U.S.) (Eds.), Using LibGuides to Enhance Library Services: A LITA Guide (pp. 121–
142).
• Dewald, N. H. (1999). Transporting good library instruction practices into the web environment: An analysis of online tutorials. The
Journal of Academic Librarianship, 25(1), 26–31. doi:10.1016/S0099-1333(99)80172-4
• Little, J. J. (2010). Cognitive load theory and library research guides. Internet Reference Services Quarterly, 15(1), 53–63.
• Reeb, B., & Gibbons, S. (2004). Students, librarians, and subject guides: Improving a poor rate of return. Portal: Libraries and the
Academy, 4(1), 123–130.
• Roberts, S., & Hunter, D. (2011). New Library, New Librarian, New Student: Using LibGuides to Reach the Virtual Student. Journal of
Library & Information Services in Distance Learning, 5(1/2), 67–75. doi:10.1080/1533290X.2011.570552
• Schmidt, A., & Etches, A. (2012). User experience (UX) design for libraries. Chicago: ALA TechSource.
• Staley, S. M. (2007). Academic subject guides: A case study of use at San José State University. College & Research Libraries, 68(2),
119–139.
• University of New Mexico School of Medicine. (2005). Effective use of performance objectives for learning and assessment.
http://ccoe.umdnj.edu/forms/EffectiveUseofLearningObjectives.pdf
Discussion/questions
flickr.com/photos/sheila_dee/8128581138
Thank you
Available at
alastore.ala.org and amazon.com
ACRL Publications 2015

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NCompass Live: Modern Pathfinders: Creating Better Research Guides

  • 1. Modern Pathfinders Making research guides more effective Jason Puckett Georgia State University Library NCompass Live, March 9 2016
  • 2. About me Librarian for Communication and Computer Science, Virtual Services Librarian GSU, Atlanta Continuing education instructor, Simmons research.library.gsu.edu/prf.php?account_id=936 Modern Pathfinders: Creating Better Research Guides (2015) Zotero: a Guide for Librarians, Researchers and Educators (2011) (2nd edition forthcoming, 2016)
  • 3. Today’s session Will be • Instruction/public service POV • Informal/interactive • Biased toward academic libraries Will not be • How to use LibGuides • Overly techy • Systems librarian POV
  • 4. What’s a research guide • Web page created by librarians for library users as an aid to their research • Addresses a specific information need • research guides, pathfinders, web guides, subject guides, LibGuides flickr.com/photos/elo/2425302932
  • 5. What’s a research guide “Subject guides are lists of resources created to assist students with their research needs.” (Staley 2007) • Teaching tools • Access points • Substitute for class • Contact point w/librarian flickr.com/photos/dunechaser/1721982928
  • 6. What do you use? • LibGuides • Library a la Carte • Wiki-based system • Home-grown system • Don’t have research guides • Other? flickr.com/photos/rhodes/98801346
  • 7. Rethinking your guides • Not just a list of links • Approach guide creation like class planning • Guides as teaching tool • Think like a student • Focus on the assignment/task • Don’t overload • Design matters flickr.com/photos/hurleygurley/4338767
  • 9. Learning objectives • No more “how to use the library” • Specific • Measurable • Results-oriented • Need-focused flickr.com/photos/corscri/1320198723
  • 10. Learning objectives: Why? • Teaching aid/outline • Findability (by search and eye) • Relevance to students • Instructor buy-in flickr.com/photos/esparta/4503617594
  • 11. Learning objectives •What am I teaching in class OR •What would I teach if I had them in class flickr.com/photos/dcjohn/74907741
  • 12. Learning objectives • “Students should be able to…” • locate newspapers to use as a historical primary source • distinguish between scholarly and non-scholarly sources • create a literature review on their topic • install Zotero • Avoid “understand” and synonyms flickr.com/photos/st3f4n/5422493992
  • 13. Tailor to the assignment flickr.com/photos/heartindustry/522073924 Examples http://research.library.gsu.edu/sw7200 http://research.library.gsu.edu/jour1000 http://research.library.gsu.edu/jour4800
  • 14. Don’t recreate the library website (The library already has a website. This isn’t it.) • TMI -> confusion • Extra work/updates flickr.com/photos/17258892@N05/2588347668
  • 15. Curated content • A selected subset of the info on the library site • Selected resources specific to the task at hand • Plus subject specialist expertise flickr.com/photos/museumwales/2764499783
  • 16. Subject guides vs course guides • “students do not connect with general subject guides, but do find use for guides that are focused on specific courses” • “presenting sources based on a discipline was not helpful for students as the students did not understand what a discipline really was”1 • “course management systems … create learning environments tailored specifically to the needs of the students enrolled in a course” • “undergraduate students’ mental model is one focused on courses and coursework, rather than disciplines”2 1Roberts, S., & Hunter, D. (2011). New Library, New Librarian, New Student: Using LibGuides to Reach the Virtual Student. Journal of Library & Information Services in Distance Learning, 5(1/2), 67-75. doi:10.1080/1533290X.2011.570552 2Reeb, B., & Gibbons, S. (2004). Students, Librarians, and Subject Guides: Improving a Poor Rate of Return. Portal : Libraries and the Academy, 4(1), 123-130. flickr.com/photos/a_ninjamonkey/3295744362
  • 17. Cognitive Overload •Avoid TMI •“Chunk” your content into manageable pieces •Keep links to a minimum flickr.com/photos/documentingtrees/131547704
  • 18. Reducing choices • Too many options = overwhelming • Minimize distraction/digressions • Minimize clutter flickr.com/photos/kb35/430976459
  • 19. Write for your audience • Think like a student • Organizing by format makes sense to librarians • Organizing by assignment/task makes sense to students • Compare the assignment to the guide flickr.com/photos/marfis75/3272079115
  • 20. Write for your audience • Think like a student • Avoid jargon • Consistent terminology • Conversational style • Get a fresh eye • Concise and scannable text • Annotate clearly • What will they need to know? flickr.com/photos/igorza76/8109506828
  • 21. ______ ___ ___ ___Writing for the web “The format is very clear and neat. The first two [guides] just make me feel dizzy. Too many words on it – very messy.” – student response to LibGuides (Hintz et al)
  • 22. ______ ___ ___ ___Writing for the web • Minimal text • Lists, not text blocks • Web readers skim • Critical content above the fold • Avoid “click here.” Users know links when they see them • Use emphasis sparingly • Good style guides from Yahoo: • styleguide.yahoo.com/writing/write-web/get-point • styleguide.yahoo.com/writing/write-web/shape-your- text-online-reading
  • 23. Writing for the web Click here to access America: History and Life, a database that includes articles that may be useful to you as secondary sources. Search America: History and Life to find articles useful as secondary sources.
  • 24. Writing for the web • Web readers skim: the F shape • Above the fold useit.com/alertbox/reading_pattern.html
  • 25. User experience (UX) Attractive objects work better in stressful situations Decrease effort spent understanding the page Free up mental “bandwidth” to focus on content flickr.com/photos/38045070@N00/4883972918
  • 27. Before • research.library.gsu.edu/content.php?pid=135834 • Big text block • Past the fold • Organized by format • Start page
  • 29. After • research.library.gsu.edu/jour4800 • Organized around assignment • Directly based on learning objectives/class session • Vertically shorter (but still above the fold) • First page directly into content • Text is more concise/skimmable to locate needed info
  • 30. Visual design for non-designers • Web pages are not print pages • Less is more • Simplicity and consistency matter flickr.com/photos/100055991@N04/17222277171
  • 31. Design and why it matters Hintz, K., Farrar, P., Eshghi, S., Sobol, B., Naslund, J.-A., Lee, T., Stephens, T., et al. (2010). Letting students take the lead: A user- centred approach to evaluating subject guides. Evidence based library and information practice, 5(4), 39-52.
  • 32. Design and why it matters Colors: simple and consistent Images can direct attention
  • 33. Entry points and focal areas • Eye doesn’t go naturally to text • Squint! • Secondary focal areas Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. flickr.com/photos/88649611@N00/3018419587 flickr.com/photos/68187942@N00/3287986172 Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam, eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo. Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt.
  • 34. Institutional style guides • The content matters more than the container, but the container matters • Consistency • Readability • Familiarity • Visual style • Content guidelines • Flexibility for creators flickr.com/photos/wmode/3481125523
  • 35. Institutional style guides “The goal here should be that once a person has used one of your library’s guides, they intuitively know how to use all your library’s guides because each guide follows a similar structure, even though the content varies widely.” (Ahmed 2013 p. 109) flickr.com/photos/mbiebusch/5816398534
  • 36. Recommended Reading • Ahmed, N. (2013). Design: Why it is important and how to get it right. In A. W. Dobbs, R. Sittler, D. Cook, & Library and Information Technology Association (U.S.) (Eds.), Using LibGuides to Enhance Library Services: A LITA Guide (pp. 103–119). • Bielat, V., Befus, R., & Arnold, J. (2013). Integrating LibGuides into the teaching-learning process. In A. W. Dobbs, R. Sittler, D. Cook, & Library and Information Technology Association (U.S.) (Eds.), Using LibGuides to Enhance Library Services: A LITA Guide (pp. 121– 142). • Dewald, N. H. (1999). Transporting good library instruction practices into the web environment: An analysis of online tutorials. The Journal of Academic Librarianship, 25(1), 26–31. doi:10.1016/S0099-1333(99)80172-4 • Little, J. J. (2010). Cognitive load theory and library research guides. Internet Reference Services Quarterly, 15(1), 53–63. • Reeb, B., & Gibbons, S. (2004). Students, librarians, and subject guides: Improving a poor rate of return. Portal: Libraries and the Academy, 4(1), 123–130. • Roberts, S., & Hunter, D. (2011). New Library, New Librarian, New Student: Using LibGuides to Reach the Virtual Student. Journal of Library & Information Services in Distance Learning, 5(1/2), 67–75. doi:10.1080/1533290X.2011.570552 • Schmidt, A., & Etches, A. (2012). User experience (UX) design for libraries. Chicago: ALA TechSource. • Staley, S. M. (2007). Academic subject guides: A case study of use at San José State University. College & Research Libraries, 68(2), 119–139. • University of New Mexico School of Medicine. (2005). Effective use of performance objectives for learning and assessment. http://ccoe.umdnj.edu/forms/EffectiveUseofLearningObjectives.pdf

Editor's Notes

  • #14: [Jason] tailor to assignment  (References: Little, Roberts/Hunter)http://research.library.gsu.edu/jour1000 http://research.library.gsu.edu/jour4800 http://research.library.gsu.edu/sw7200 We know that tailoring an instruction session with learning outcomes specifically tied to the assignment is the most effective way to deliver library instruction to students – the same is true of guides, especially for undergraduates guides tailored to course get used more than subject guides match the learning outcomes for the guide to the learning outcomes of the IL class session -- what do they need to know to do this assignment? This is something J is working on in my own guides: they are a lot more immediately useful to the student if it explicitly answers the question. I used to have a “Start/Home” page on all my guides that had a catalog search box, general library info... that was generic and not necessarily relevant to their assignment. It did nothing to attract the attention of students in a specific class “Researchers found that students do not connect with general subject guides, but do find use for guides that are focused on specific courses.” Roberts & Hunter 2011 example: persistent link to search results via EBSCO save/share link
  • #22: [Jason] Best practices guidelines for web content apply to us -- most librarians aren’t aware of these good quick tips: http://styleguide.yahoo.com/writing/write-web/get-point minimal text, lists not text blocks This is something I’m struggling with on my own guides avoid “click here” -- just make your links visible use emphasis sparingly: http://styleguide.yahoo.com/writing/write-web/shape-your-text-online-reading
  • #23: [Jason] Best practices guidelines for web content apply to us -- most librarians aren’t aware of these good quick tips: http://styleguide.yahoo.com/writing/write-web/get-point minimal text, lists not text blocks This is something I’m struggling with on my own guides avoid “click here” -- just make your links visible use emphasis sparingly: http://styleguide.yahoo.com/writing/write-web/shape-your-text-online-reading
  • #25: [Jason] web readers skim, not read start to finish: the “F-shaped” reading pattern emerges from eye-tracking studies http://www.useit.com/alertbox/reading_pattern.html critical content “above the fold” – on the first screen
  • #33: [Jason] Image: top ten chart from p. 45 of Hintz et al shows “simple/clean layout” as #1 factor by students for why they would use one guide over another Other crucial features: Concise/clear annotations and search features keep students coming back and using your guides
  • #34: [Jason] using images images draw the eye e.g. http://research.library.gsu.edu/jour The image is the first thing you notice on the page, and the gaze of the face directs your eye to the content box colors: keep it simple. consistent look & feel helps users and avoids distracting from content http://guides.temple.edu/kinesiology things it does wrong: INSANE color scheme. too much information, goes on for pages and pages. Why should I choose one link over another on this page?