Creating Usable User Interfaces

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8 Δεκ 2013 (πριν από 3 χρόνια και 6 μήνες)

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River Campus Libraries

Creating Usable User Interfaces

(with Voyager, Encompass, and SFX)

David Lindahl

Director of Digital Library Initiatives

dlindahl@library.rochester.edu


Jeff Suszczynski

Senior Web Developer

jeffs@library.rochester.edu


Agenda

1)
Usable interfaces

a)
Voyager and Illiad interfaces

b)
“DVDs and Videos”

c)
“Find Articles” (Federated Search)

2)
Interfaces in the users context

a)
Course Pages

b)
“Find Articles For Your Course”

3)
Research and Development

a)
SARA

b)
CUIPID

c)
OpenURL Knowledge Bases (SFX, LinkFinder, etc)


Usable interfaces


Digital Initiatives Unit


Web design process


Technology


Content Management System


Cold Fusion Server


Microsoft SQL


Voyager (html)


Illiad (html, variables)


Encompass (XSLT)


SFX (web service, SQL)

Usability group

Design group

Three Groups

Content group

Usability group

Design group

Skills and Experience

Content group



Library science



Content



Content providers



User interfaces



Users



User interface design



Visual design



Web standards



Technology



Usability testing


methods

Usability group

Design group

Roles & Responsibilities

Content group



Define key tasks



Raise issues



Manage project



Create design iterations


and prototypes



Respond to issues and


test results



Manage issue
-
response


process



Select appropriate


tests to perform



Perform tests



Report results



Manage key
-
task


process

Agenda

1)
Usable interfaces

a)
Voyager and Illiad interfaces

b)
“DVDs and Videos”

c)
“Find Articles” (Federated Search)

2)
Interfaces in the users context

a)
Course Pages

b)
“Find Articles For Your Course”

3)
Research and Development

a)
SARA

b)
CUIPID

c)
OpenURL Knowledge Bases (SFX, LinkFinder, etc)


Voyager and Illiad interfaces

Why?



Need for a consistent, usable interface


Multiple library technology products with
different interfaces:


Library web pages


Voyager


Illiad

Voyager and Illiad interfaces

What?



Consistent user interface


Follow site style guidelines


Instancing


Trial and error


Voyager Demo


Hidden ‘Reset’ button


Graphic buttons replaced with text links


Illiad Demo



Illiad

mySQL

PERL/cgi

Web Server

MS SQL

ColdFusion

Voyager and Illiad interfaces

Voyager

Oracle

WebVoyage


Library website

user interface

How?

CSS and HTML editing

Header.htm

Footer.htm

Configuration files

Opac.ini

CSS and HTML editing

Embedded variables

Managing files

DVDs and Videos

Why?



Common queries were for specific titles,
genres and directors


Voyager (WebVoyage) just didn’t cut it


Not browse
-
able


Cumbersome limits page to work through


Integration with website


UC Berkeley example

DVDs and Videos

What?



Web interface for searching and browsing DVD
and Videos collection


Fully automated system


Maintain data in Voyager


Allow users to search by keyword, and browse
by title, genre, language, and director


Customized metadata display on results screen


Demo

Web Server

MS SQL

ColdFusion

DVDs and Videos

Voyager

Oracle

WebVoyage

PERL

copy


Library website

user interface

How?

Record cleanup in Voyager

Scheduled PERL script

1.

Parse the blob

2.

Conditional logic

3.

Regular expression cleanup

4.

Save flat
-
text file

Scheduled ColdFusion script

1.
Import flat
-
text file

2.
Populate SQL database

Cold Fusion UI queries SQL

DVDs and Videos (Phase 2)

Why?



Need to provide availability information on
result selection screen


Copied data not up
-
to
-
the minute

DVDs and Videos (Phase 2)

What?



Live circulation status on results screen


Demo

Web Server

MS SQL

ColdFusion

DVDs and Videos (Phase 2)

Voyager

Oracle

WebVoyage

PERL


Library website

user interface

How?

1.
SQL query to local database

2.
We have BIB and MFHD IDs

3.

SQL query to Voyager

DVDs and Videos (etc)


Based on “DVDs and Videos,” we built another
system called “CDs and Sound Recordings”



Highlights:


Staff only access to physical CDs


Record manipulation


Data extraction was similar to “DVDs and
Videos”

DVDs and Videos (etc)

“DVDs and Videos” is related to FRBR



Primary language = expression level attribute


Genre = work
-
level attribute


User needs for metadata


Unknowingly implemented aspects of FRBR


Find Articles (Federated Search)

Why?



Meet expectations


Difficulty selecting databases and subjects


Support a no knowledge needed pathway


Find Articles (Federated Search)

What?



Encompass for resource access (ERA)


Customized interface


Simplified screens


Eliminated choices


pre
-
selected databases


Skipped screens


Intermediate Results


Object


Metadata (database vendor site)


“Full text in two clicks”


Find Articles (Federated Search)

1.
Enter keywords and
select databases

2.
Select databases or
“SHOW ALL”

3.
Select a result

4.
View metadata

5.
Select a full text
source

6.
View full text online

Encompass UI

Find Articles (Federated Search)

1.
Enter keywords and
select databases

2.
Select databases or
“SHOW ALL”

3.
Select a result

4.
View metadata

5.
Select a full text
source

6.
View full text online

Encompass UI

Find Articles (Federated Search)

1.
Enter keywords

2.
Select a result

3.
View full text online

Find Articles UI

Find Articles (Federated Search)

Search

Select article

View full text

(Gather)

User

How?

ERA

Server

XSLT

XSLT

XML

XML

HTML

JavaScript

HTML

JavaScript

Library

Web Server

Subscription

Database

Library website user interface

Agenda

1)
Usable interfaces

a)
Voyager and Illiad interfaces

b)
“DVDs and Videos”

c)
“Find Articles” (Federated Search)

2)
Interfaces in the users context

a)
Course Pages

b)
“Find Articles For Your Course”

3)
Research and Development

a)
SARA

b)
CUIPID

c)
OpenURL Knowledge Bases (SFX, LinkFinder, etc)


Course Pages

Why?



Cumbersome Voyager course reserves user
interface


Difficulty finding reserves


Subject guides not effective



Course Pages

What?



Connect to students at course level


Syllabi w/ links to reserves


Related library resources


Disassociated with Voyager


Demo


Web Server


MS SQL

ColdFusion

Course Pages

Voyager


Oracle

WebVoyage

PERL

copy


Library website

user interface

How?

Streaming

eReserves

syllabi

ftp


Library

staff UI

“Find Articles For Your Course”

Why?



Need for a find articles capability that both
requires no database knowledge, and uses
appropriate, targeted databases



Course pages working


Top 10 webpage on library site


Undergraduates identify their librarian


Used by undergraduates as subject guide
replacements

“Find Articles For Your Course”

What?



Integrated the Encompass search box onto a
Course Recourses and Reserves page


Pre
-
configured to search the “best” databases
for that class, as chosen by librarians


Based on Find Articles interface


Demo

Library

Web Server

“Find Articles For Your Course”

Library website user interface

How?

ERA

Server

XSLT

XSLT

XML

XML

HTML

JavaScript

HTML

JavaScript

Library

Web Server

Course page

w/ search box

(gather)

List of

results

Subscription

Database

Full text

ILL login

w/ request

Map to journal

Agenda

1)
Usable interfaces

a)
Voyager and Illiad interfaces

b)
“DVDs and Videos”

c)
“Find Articles” (Federated Search)

2)
Interfaces in the users context

a)
Course Pages

b)
“Find Articles For Your Course”

3)
Research and Development

a)
SARA

b)
CUIPID

c)
OpenURL Knowledge Bases (SFX, LinkFinder, etc)


SARA

Why?



Overcome limitations of commercial
metasearch application


Influenced by grouped
-
search
-
results page at
Amazon.Com


Experiment


ColdFusion as a platform for metasearch


Multiple concurrent Voyager searches


SARA

What?



ColdFusion application


Concurrent Voyager searches


Demo


SARA

How?



Cold Fusion executing Verity searches


Cold Fusion executing SQL queries to CDs,
DVDs, and eJournal database (copy of Voyager
content)


Cold Fusion executing multiple, concurrent
http calls to Voyager, parsing and screen
scraping for results number

CUIPID

Why?



Usability issues with WebVoyage


User expectations shaped by popular sites


Goals


Forgiving interface


No knowledge needed


FRBR
-
like interface


Record enrichment (user reviews, etc)


Hundreds of things we wanted to do…


CUIPID

What?



Platform for User
-
Centered
-
Design of catalog
user interfaces


XML copy of library catalog records


“Did you mean” spell checking


Grouping of search results


Maps to stack locations


FRBR future


Unlimited possibilities


Demo



Web Server

MS SQL


ColdFusion


CUIPID

Voyager

Oracle

WebVoyage

PERL

copy


Library website

user interface

How?

XML files

Verity

Index

Google.Com


D.Y.M. Web Service

XML

Parser

OpenURL K.B.

Why?



Love the OpenURL resolver service


Hate the user interface

OpenURL K.B.

What?



Access the knowledge base embedded in an
OpenURL resolver product (like SFX, or
LinkFinder)


Use this information to move from a selected
result to “the best” choice for the user, without
asking the user.


Demo

OpenURL K.B.

How?



SFX has a web service


SFX has an embedded mySQL database


LinkFinder has an embedded database

OpenURL K.B.

Pass the following URL to the SFX API:



http://chico.lib.rochester.edu:8080/SFX_API/sfx_local?XML=<?xml
version="1.0" ?><open
-
url><object_description><object_metadata_zone><issn>00084360</issn
><volume></volume><issue>181</issue><spage>149</spage><title>Ca
nadian
Literature</title><atitle>A+glimpse+of+something</atitle><date>2004</d
ate><aulast>Beauregard</aulast><aufirst>Guy</aufirst><__service_type
>getFullTxt</__service_type></object_metadata_zone></object_descripti
on></open
-
url>

OpenURL K.B.

http://chico.lib.rochester.edu:8080/SFX_API/sfx_local?XML=

<?xml version="1.0" ?>


<open url>


<object_description>



<object_metadata_zone>



<issn>00084360</issn>



<volume></volume>



<issue>181</issue>



<spage>149</spage>



<title>Canadian Literature</title>





<atitle>A+glimpse+of+something</atitle>



<date>2004</date>



<aulast>Beauregard</aulast>



<aufirst>Guy</aufirst>






<__service_type>getFullTxt</__service_type>



</object_metadata_zone>


</object_description>


</open
-
url>

OpenURL K.B.

<?xml version="1.0"?>

<openurl_result>


<record>



<aulast>Beauregard</aulast>



<date>2004</date>



<atitle>A glimpse of something</atitle>



<spage>149</spage>



<issn>00084360</issn>



<__service_type>getFullTxt</__service_type>



<issue>181</issue>



<title>Canadian Literature</title>



<aufirst>Guy</aufirst>


</record>


<target>





<url>http://gateway.proquest.com/openurl?ctx_ver=Z39.88
-
2003&amp;res_id=xri:pqd&amp;rft_val_fmt=ori:fmt:kev:mtx:journal&amp;genre=article&amp;is
sn=0008
-
4360&amp;date=2004&amp;atitle=A+glimpse+of+something&amp;req_dat=xri:pqil:pq_clntid=1
7941</url>



<target_name>available via ProQuest Research Library</target_name>



<service>getFullTxt</service>


</target>

</openurl_result>

Returns this XML file:


OpenURL K.B.

<target>


<url>http://gateway.proquest.com/openurl?ctx_ver=Z39.88
-
2003&amp;res_id=xri:pqd&amp;rft_val_fmt=ori:fmt:kev:mtx:journal&am
p;genre=article&amp;issn=0008
-
4360&amp;date=2004&amp;atitle=A+glimpse+of+something&amp;req
_dat=xri:pqil:pq_clntid=17941</url>


<target_name>available via ProQuest Research Library</target_name>


<service>getFullTxt</service>


</target>

River Campus Libraries

Creating Usable User Interfaces

(with Voyager, Encompass, and SFX)

David Lindahl

Director of Digital Library Initiatives

dlindahl@library.rochester.edu


Jeff Suszczynski

Senior Web Developer

jeffs@library.rochester.edu