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User Participation in
Digital Library Development

    Ed Fay, Digital Library Manager

    e.fay@lse.ac.uk | @digitalfay
User Participation in DL Development
 •   LSE Digital Library
 •   IA/UX/visual design
 •   PhoneBooth
 •   Users beyond our (digital) walls
 •   Measuring audience impact
 •   Creator support
 •   Questions
LSE Library
Mission | Strategy
“Build and preserve distinctive collections to support
  research and learning, and represent a record of
  thought in the social sciences”
      “Develop our digital library so that we are able to acquire,
        preserve and provide access to digital collections which
                    match the strength of our print collections”
“…information repository services to support new forms of
  scholarly communication and enable the School to manage,
  disseminate and preserve these intellectual assets”
 LSE Library Vision and Strategy
 http://issuu.com/lselibrary/docs/libraryvision_and_strategy
BORN-DIGITAL ARCHIVES                      DIGITISATION




RESEARCH OUTPUTS


                                        WEB HARVESTING




PUBLIC LECTURES         OFFICIAL PUBS         FUTURE…


                                               ?
LSE Library Collections
                                   Local                                £

             •   Research outputs (publications, data)      •   Journals
             •   Digitisation                               •   Books
             •   Public lectures                            •   Newspapers
  Digital    •   Web harvesting (websites, blogs, tweets)   •   Statistics / data

             • Archives (institutional, personal)
             • Theses
             • Official publications
             • Archives (institutional, personal)           •   Monographs
             • Theses                                       •   Journals
             • Official publications                        •   Pamphlets
  Physical
                                                            •   Newspapers
                                                            •   Statistics
                                                            •   Microfilm
Preservation responsibility
                       Local                    £


                                    • Consortia
  Digital   • LSE Digital Library      • LOCKSS
                                       • Portico




            • Archives Services     • Print Collections
 Physical                           • Consortium
            • Print Collections
                                       • UKRR
Making the case
  • Collections audit
    • Format diversity, volume/growth
    • Risk assessment (threats to our strategic objectives)
    • User and functional requirements (ingest, preservation, access)

  • Options appraisal (‘market survey’)
    • Community best practice
    • Repository architectures

  • Proposal
    • Articulating value
    • Solution: working practices, skills, infrastructure
    • Development roadmap
Making the case: collections audit
     There are known knowns; there are [digital
     collections] we know that we know.
     There are known unknowns; that is to say
     there are [digital collections] that, we now
     know we don't know.
     But there are also unknown unknowns –
     there are [digital collections] we do not
     know we don't know.
United States Secretary of Defence, Donald Rumsfeld
12 February 2002
Making the case: risk model
                                      Activity
                                   overlooked or
                                       under
                                     resourced
                  Inadequate
                   staff skills
    Media                            Failure of
degradation or                      authenticity,
obsolescence                          integrity,
                    Loss of         provenance
                   essential                        Loss of trust
                 characteristics                    or reputation
 Insufficient                         Cannot
  backups                           implement
                                   preservation
                  Infrastructure       plans
                 cannot support
                  requirements
The Iceberg Model of
  Digital Libraries

     interfaces

 collections/objects

     workflows

      systems

       storage

 digital preservation
The Iceberg Model of
  Digital Libraries

     interfaces

 collections/objects

     workflows

      systems

      storage

digital preservation
Functional architecture
Functional architecture
User Participation in Digital Library Development
IA/UX/visual design
IA/UX/visual design
1.   Stakeholder workshop
2.   Information architecture
3.   Wireframe models
4.   Concept development
5.   Review/amends
6.   Sign-off
7.   Technical production
8.   Review/amends
9.   Sign-off
IA/UX/visual design: mind-map
• Benefits
   – Support research/teaching
   – Increase use of collections
   – Build profile of LSE/Library
• Users
  students (UG/PGT/PGR), staff
  (academic/research/teaching/support),
  visitors, alumni, external students,
  family/local historians, members of public,
  commercial users, media, school teachers,
  other information pros, biographers,
  depositors/donors, prospective
  staff/students, funders, picture
  researchers, competitors

• Content, collections
   – Knowns (now)
   – Unknowns (future)
IA/UX/visual design: mind-map
• Functional
  –   Focus on content
  –   Collate and share
  –   Quick and advanced search
  –   Categories for browsing
  –   Lots of entry points

• Technical
  – Preservation

• Operational
  – Audience discovery
  – Controlled admin burden

• Creative
  – Brand, reputation/authority
IA/UX/visual design: user personae
 1) undergrad; 2) researcher;
 3) lecturer; 4) journalist;
 5) public policy adviser

Questions:
•   How to find the digital library
•   3 features/functions/content
•   What info on the homepage
•   Will they contribute content
•   Key messages re Library/LSE
IA/UX/visual design: paper prototypes
IA/UX/visual design: wireframes
• Prototyping tool
• Interactive models
• Review/amends
  – Testing session
  – Stakeholder
    interaction
• Total of 5 iterations
IA/UX/visual design: wireframes
IA/UX/visual design: concept
  • Mood boards
    – Reference material, design examples
    – ‘Modern Editorial’, ‘Real-world’, ‘Cutting-edge function’




  • Design concept
    – Mock-ups of 2-3 homepages
  • Review/amends
    – Stakeholder interaction
User Participation in Digital Library Development
User Participation in Digital Library Development
User Participation in Digital Library Development
Subtle colour coding
Strong branding

                                         Always-there
                                         quick search
 Brief welcome



                                         Regularly
                                         updated
Routes in for                            collections
different users                          showcase




 Promotional                             Latest news
 features and
 content
Central interface   Ability to see
to the library      different views




                    Space for further
                    visualisations in
                    the future
Filter and drill
down on the left

                    Focuses the mind
                    on the data
IA/UX/visual design: testing
  • Focus on:
    – Navigation (discovery/use journeys)
    – Search (retrieval accuracy)
    – Item-level functionality (e.g. page-turner)
  • Testing audiences
    – Internal technical team (5 people)
    – Internal stakeholder group (c.20)
    – UCLDIS students (c.60)
    – All Library staff (c.100)
    – Other externals (ad hoc)
IA/UX/visual design: testing
  • Information professionals
    – Detailed criticism of retrieval functionality
    – Number and location of search boxes;
      ‘advanced’ search, facets on results page
    – Less focus on item-level functionality
  • DH specialists
    – Also reported problematic navigation
    – But focused more on item-level functionality
      (page turner, textual comparison)
User Participation in Digital Library Development
User Participation in Digital Library Development
PhoneBooth




http://phone.booth.lse.ac.uk/
PhoneBooth
   • Charles Booth: systematic investigation of living
     and working conditions in London, 1886-1903
      – Maps, Descriptive of London Poverty 1898-9
      – Police notebooks: eye-witness, street-by-street observations




http://phone.booth.lse.ac.uk/
PhoneBooth
   • User requirements
         – 2nd/3rd year undergraduates, two sessions
   •   Walks built into app, with podcasts
   •   What about streets that no longer exist? Need an overlay
   •   Photos/ sketches available, combine with other resources
   •   Link to census data (ie animated graphs from the economist)
   •   Link to crime maps
   •   Link to Mayhew
   •   Access handwritten/ transcribed records – issue with legibility, should be able to access both
   •   Be able to access data in different ways / categorise the contents
   •   Stations and transport

   •   Audio quotes of choice passages, to switch to audio as you walk
   •   Make maps also available on line for those without phone, able to print out etc
   •   ‘on this day’ quotes
   •   Street view (where you can hold your phone up and overlay a picture with what is currently there…)
   •   Alternative to street view, be able to toggle back and forth with google earth – you can easily see what is there now
   •   Things that still exist as they were in that time – ie pubs –Booth pub crawl
   •   Alert system that sends you a message when you pass something of interest – tag alerts
   •   Create your own map and save it, publish it not only to homepage but also facebook, other social media
   •   Users can interact with each other – can see popularity of certain places or entries, other users comments and the ability to add links and
       etc augmenting the info with additional sources
   •    Second class used the example of YELP, user comments can be pasted, could see level of interest of that particular entry or location
   •   For comments, should be able to make public or keep private and save them
   •   Ability to save your maps, journal entries, notes – email to self
   •   Alternative is to be able to bookmark things via a login process, 2nd class didn’t see either as preferable




http://phone.booth.lse.ac.uk/
PhoneBooth
   • User requirements
      – 2nd/3rd year undergraduates, two sessions
   • Technical development
      – Geodata + mobile devices
   • User testing
      – Technical team + colleagues (c.10)
      – Undergraduate students (c.12)
      – Beta release (c.100)


http://phone.booth.lse.ac.uk/
PhoneBooth




http://phone.booth.lse.ac.uk/
PhoneBooth




http://phone.booth.lse.ac.uk/
Beyond our walls
Beyond our walls: content licensing
                       Creative Commons (CC-BY-NC-SA)
                                   “share, remix, reuse”




  http://www2.lse.ac.uk/library/collections/digital/strategy_policy/content_licensing.aspx
Beyond our walls: content licensing
                 Creative Commons (CC-BY-NC-SA)
                             “share, remix, reuse”
  • Attribution
     – Maintain link to the authoritative source
  • Non-commercial
     – Protect our investment in digitisation
     – Potential for partnerships, licensing (not a priority)
  • Share-alike
     – Encourage openness from others
Beyond our walls: 3rd party platforms
Beyond our walls: 3rd party platforms
Beyond our walls: 3rd party platforms
Beyond our walls: 3rd party platforms
Beyond our walls: 3rd party platforms
Beyond our walls: 3rd party platforms
Beyond our walls: 3rd party platforms
Beyond our walls: 3rd party platforms
Measuring impact
Measuring impact
Measuring impact: analytics




Visitors (weekly)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Measuring impact: analytics




                                                 Political posters
                   Street Life in London                             Student newspaper
Beatrice Webb
Diary (launch)

Visitors (weekly)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Measuring impact: analytics
                                                                           Student/alumni
Radio 4                                                                    mailing lists
                                                         Reddit
                                  Blog  Twitter
             LSE homepage




                                                   Political posters
                   Street Life in London                               Student newspaper
Beatrice Webb
Diary (launch)

Visitors (weekly)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Measuring impact: analytics
                                                                           Student/alumni
Radio 4                                                                    mailing lists
                                                         Reddit
                                  Blog  Twitter
             LSE homepage




                                                   Political posters
                   Street Life in London                               Student newspaper
Beatrice Webb
Diary (launch)

Visitors (daily)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Measuring impact: analytics
                                                                           Student/alumni
Radio 4                                                                    mailing lists
                                                         Reddit
                                  Blog  Twitter
             LSE homepage




                                                   Political posters
                   Street Life in London                               Student newspaper
Beatrice Webb
Diary (launch)

Search (daily)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Measuring impact: analytics
                                                                           Student/alumni
Radio 4                                                                    mailing lists
                                                         Reddit
                                  Blog  Twitter
             LSE homepage




                                                   Political posters
                   Street Life in London                               Student newspaper
Beatrice Webb
Diary (launch)

Search (weekly)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Measuring impact: analytics
                                                                           Student/alumni
Radio 4                                                                    mailing lists
                                                         Reddit
                                  Blog  Twitter
             LSE homepage




                                                   Political posters
                   Street Life in London                               Student newspaper
Beatrice Webb
Diary (launch)

Referrals (weekly)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Measuring impact: analytics
                                                                           Student/alumni
Radio 4                                                                    mailing lists
                                                         Reddit
                                  Blog  Twitter
             LSE homepage




                                                   Political posters
                   Street Life in London                               Student newspaper
Beatrice Webb
Diary (launch)

Direct (weekly)
LSE Digital Library / Google Analytics   23-Jan-13/16-Nov-13
Creator support
Creator support: deposit agreement
  • For the depositor
    o   Provide passwords to storage locations
    o   Separate permissions if deleted files are recovered
    o   Disposal of non-archival files (system files, browser cache, etc.)
    o   Disposal of original media
  • For the archive
    o Right to make copies for preservation
    o Provision of copying services as per existing procedures
    o Fixed term closure for digital archives to allow appraisal (1 year)
Creator support:
Digital Communications
Enhancement (DICE)
                        Training materials to raise awareness
                           of digital preservation
                         research community
                         information-literacy librarians

                                  promotional leaflet
                               self-study training course
                              frequently asked questions
                         presentations for trainer-led sessions


http://lsedice.wordpress.com/
Final thoughts
Final thoughts
  • User participation is about more than the
    Library acting as a well-intentioned
    gatekeeper (to content/services)
  • We are not quite at the point of
    participatory culture or co-creation, but
    early and on-going engagement is key
  • Sustainability is about evidence-based
    working practices, new professional skills
Questions?
  twitter.com/digitalfay or e.fay@lse.ac.uk

  LSE Digital Library: digital.library.lse.ac.uk

  PhoneBooth: lse.ac.uk/PhoneBooth

  DICE: lsedice.wordpress.com

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User Participation in Digital Library Development

  • 1. User Participation in Digital Library Development Ed Fay, Digital Library Manager e.fay@lse.ac.uk | @digitalfay
  • 2. User Participation in DL Development • LSE Digital Library • IA/UX/visual design • PhoneBooth • Users beyond our (digital) walls • Measuring audience impact • Creator support • Questions
  • 4. Mission | Strategy “Build and preserve distinctive collections to support research and learning, and represent a record of thought in the social sciences” “Develop our digital library so that we are able to acquire, preserve and provide access to digital collections which match the strength of our print collections” “…information repository services to support new forms of scholarly communication and enable the School to manage, disseminate and preserve these intellectual assets” LSE Library Vision and Strategy http://issuu.com/lselibrary/docs/libraryvision_and_strategy
  • 5. BORN-DIGITAL ARCHIVES DIGITISATION RESEARCH OUTPUTS WEB HARVESTING PUBLIC LECTURES OFFICIAL PUBS FUTURE… ?
  • 6. LSE Library Collections Local £ • Research outputs (publications, data) • Journals • Digitisation • Books • Public lectures • Newspapers Digital • Web harvesting (websites, blogs, tweets) • Statistics / data • Archives (institutional, personal) • Theses • Official publications • Archives (institutional, personal) • Monographs • Theses • Journals • Official publications • Pamphlets Physical • Newspapers • Statistics • Microfilm
  • 7. Preservation responsibility Local £ • Consortia Digital • LSE Digital Library • LOCKSS • Portico • Archives Services • Print Collections Physical • Consortium • Print Collections • UKRR
  • 8. Making the case • Collections audit • Format diversity, volume/growth • Risk assessment (threats to our strategic objectives) • User and functional requirements (ingest, preservation, access) • Options appraisal (‘market survey’) • Community best practice • Repository architectures • Proposal • Articulating value • Solution: working practices, skills, infrastructure • Development roadmap
  • 9. Making the case: collections audit There are known knowns; there are [digital collections] we know that we know. There are known unknowns; that is to say there are [digital collections] that, we now know we don't know. But there are also unknown unknowns – there are [digital collections] we do not know we don't know. United States Secretary of Defence, Donald Rumsfeld 12 February 2002
  • 10. Making the case: risk model Activity overlooked or under resourced Inadequate staff skills Media Failure of degradation or authenticity, obsolescence integrity, Loss of provenance essential Loss of trust characteristics or reputation Insufficient Cannot backups implement preservation Infrastructure plans cannot support requirements
  • 11. The Iceberg Model of Digital Libraries interfaces collections/objects workflows systems storage digital preservation
  • 12. The Iceberg Model of Digital Libraries interfaces collections/objects workflows systems storage digital preservation
  • 17. IA/UX/visual design 1. Stakeholder workshop 2. Information architecture 3. Wireframe models 4. Concept development 5. Review/amends 6. Sign-off 7. Technical production 8. Review/amends 9. Sign-off
  • 18. IA/UX/visual design: mind-map • Benefits – Support research/teaching – Increase use of collections – Build profile of LSE/Library • Users students (UG/PGT/PGR), staff (academic/research/teaching/support), visitors, alumni, external students, family/local historians, members of public, commercial users, media, school teachers, other information pros, biographers, depositors/donors, prospective staff/students, funders, picture researchers, competitors • Content, collections – Knowns (now) – Unknowns (future)
  • 19. IA/UX/visual design: mind-map • Functional – Focus on content – Collate and share – Quick and advanced search – Categories for browsing – Lots of entry points • Technical – Preservation • Operational – Audience discovery – Controlled admin burden • Creative – Brand, reputation/authority
  • 20. IA/UX/visual design: user personae 1) undergrad; 2) researcher; 3) lecturer; 4) journalist; 5) public policy adviser Questions: • How to find the digital library • 3 features/functions/content • What info on the homepage • Will they contribute content • Key messages re Library/LSE
  • 22. IA/UX/visual design: wireframes • Prototyping tool • Interactive models • Review/amends – Testing session – Stakeholder interaction • Total of 5 iterations
  • 24. IA/UX/visual design: concept • Mood boards – Reference material, design examples – ‘Modern Editorial’, ‘Real-world’, ‘Cutting-edge function’ • Design concept – Mock-ups of 2-3 homepages • Review/amends – Stakeholder interaction
  • 28. Subtle colour coding Strong branding Always-there quick search Brief welcome Regularly updated Routes in for collections different users showcase Promotional Latest news features and content
  • 29. Central interface Ability to see to the library different views Space for further visualisations in the future Filter and drill down on the left Focuses the mind on the data
  • 30. IA/UX/visual design: testing • Focus on: – Navigation (discovery/use journeys) – Search (retrieval accuracy) – Item-level functionality (e.g. page-turner) • Testing audiences – Internal technical team (5 people) – Internal stakeholder group (c.20) – UCLDIS students (c.60) – All Library staff (c.100) – Other externals (ad hoc)
  • 31. IA/UX/visual design: testing • Information professionals – Detailed criticism of retrieval functionality – Number and location of search boxes; ‘advanced’ search, facets on results page – Less focus on item-level functionality • DH specialists – Also reported problematic navigation – But focused more on item-level functionality (page turner, textual comparison)
  • 35. PhoneBooth • Charles Booth: systematic investigation of living and working conditions in London, 1886-1903 – Maps, Descriptive of London Poverty 1898-9 – Police notebooks: eye-witness, street-by-street observations http://phone.booth.lse.ac.uk/
  • 36. PhoneBooth • User requirements – 2nd/3rd year undergraduates, two sessions • Walks built into app, with podcasts • What about streets that no longer exist? Need an overlay • Photos/ sketches available, combine with other resources • Link to census data (ie animated graphs from the economist) • Link to crime maps • Link to Mayhew • Access handwritten/ transcribed records – issue with legibility, should be able to access both • Be able to access data in different ways / categorise the contents • Stations and transport • Audio quotes of choice passages, to switch to audio as you walk • Make maps also available on line for those without phone, able to print out etc • ‘on this day’ quotes • Street view (where you can hold your phone up and overlay a picture with what is currently there…) • Alternative to street view, be able to toggle back and forth with google earth – you can easily see what is there now • Things that still exist as they were in that time – ie pubs –Booth pub crawl • Alert system that sends you a message when you pass something of interest – tag alerts • Create your own map and save it, publish it not only to homepage but also facebook, other social media • Users can interact with each other – can see popularity of certain places or entries, other users comments and the ability to add links and etc augmenting the info with additional sources • Second class used the example of YELP, user comments can be pasted, could see level of interest of that particular entry or location • For comments, should be able to make public or keep private and save them • Ability to save your maps, journal entries, notes – email to self • Alternative is to be able to bookmark things via a login process, 2nd class didn’t see either as preferable http://phone.booth.lse.ac.uk/
  • 37. PhoneBooth • User requirements – 2nd/3rd year undergraduates, two sessions • Technical development – Geodata + mobile devices • User testing – Technical team + colleagues (c.10) – Undergraduate students (c.12) – Beta release (c.100) http://phone.booth.lse.ac.uk/
  • 41. Beyond our walls: content licensing Creative Commons (CC-BY-NC-SA) “share, remix, reuse” http://www2.lse.ac.uk/library/collections/digital/strategy_policy/content_licensing.aspx
  • 42. Beyond our walls: content licensing Creative Commons (CC-BY-NC-SA) “share, remix, reuse” • Attribution – Maintain link to the authoritative source • Non-commercial – Protect our investment in digitisation – Potential for partnerships, licensing (not a priority) • Share-alike – Encourage openness from others
  • 43. Beyond our walls: 3rd party platforms
  • 44. Beyond our walls: 3rd party platforms
  • 45. Beyond our walls: 3rd party platforms
  • 46. Beyond our walls: 3rd party platforms
  • 47. Beyond our walls: 3rd party platforms
  • 48. Beyond our walls: 3rd party platforms
  • 49. Beyond our walls: 3rd party platforms
  • 50. Beyond our walls: 3rd party platforms
  • 53. Measuring impact: analytics Visitors (weekly) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 54. Measuring impact: analytics Political posters Street Life in London Student newspaper Beatrice Webb Diary (launch) Visitors (weekly) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 55. Measuring impact: analytics Student/alumni Radio 4 mailing lists Reddit Blog  Twitter LSE homepage Political posters Street Life in London Student newspaper Beatrice Webb Diary (launch) Visitors (weekly) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 56. Measuring impact: analytics Student/alumni Radio 4 mailing lists Reddit Blog  Twitter LSE homepage Political posters Street Life in London Student newspaper Beatrice Webb Diary (launch) Visitors (daily) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 57. Measuring impact: analytics Student/alumni Radio 4 mailing lists Reddit Blog  Twitter LSE homepage Political posters Street Life in London Student newspaper Beatrice Webb Diary (launch) Search (daily) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 58. Measuring impact: analytics Student/alumni Radio 4 mailing lists Reddit Blog  Twitter LSE homepage Political posters Street Life in London Student newspaper Beatrice Webb Diary (launch) Search (weekly) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 59. Measuring impact: analytics Student/alumni Radio 4 mailing lists Reddit Blog  Twitter LSE homepage Political posters Street Life in London Student newspaper Beatrice Webb Diary (launch) Referrals (weekly) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 60. Measuring impact: analytics Student/alumni Radio 4 mailing lists Reddit Blog  Twitter LSE homepage Political posters Street Life in London Student newspaper Beatrice Webb Diary (launch) Direct (weekly) LSE Digital Library / Google Analytics 23-Jan-13/16-Nov-13
  • 62. Creator support: deposit agreement • For the depositor o Provide passwords to storage locations o Separate permissions if deleted files are recovered o Disposal of non-archival files (system files, browser cache, etc.) o Disposal of original media • For the archive o Right to make copies for preservation o Provision of copying services as per existing procedures o Fixed term closure for digital archives to allow appraisal (1 year)
  • 63. Creator support: Digital Communications Enhancement (DICE) Training materials to raise awareness of digital preservation  research community  information-literacy librarians promotional leaflet self-study training course frequently asked questions presentations for trainer-led sessions http://lsedice.wordpress.com/
  • 65. Final thoughts • User participation is about more than the Library acting as a well-intentioned gatekeeper (to content/services) • We are not quite at the point of participatory culture or co-creation, but early and on-going engagement is key • Sustainability is about evidence-based working practices, new professional skills
  • 66. Questions? twitter.com/digitalfay or e.fay@lse.ac.uk LSE Digital Library: digital.library.lse.ac.uk PhoneBooth: lse.ac.uk/PhoneBooth DICE: lsedice.wordpress.com