1. Library Website / New Primo UI Focus Groups
Hilary Robbeloth
Systems & Discovery Librarian
Collins Memorial Library, Univ. of Puget Sound

2. Route Map Background Methodology Website Primo: Classic, New UI1
Background
Methodology
Website
Primo: Classic, New UI
Summary
Next Steps 2 3 6 4 5

3. Background Ex Libris made Primo New UI available August 2016.
Librarians meeting.
LibQual survey results
Institutional Research offered to do focus groups.
Meetings with Office of Communication to discuss the process with CMS vendor.
New UI = impetus to redo the Primo search box
Librarians meeting discussing mobile site and potential changes
The website had the second widest gap between perceived and desired level of service in the area of Information Control.
Institutional Research offered to do focus groups similar to the ones they did for the CWLT writing handbook last fall semester.

4. Methodology
Spring of 2017
Three focus groups with undergraduate students
Freshman, sophomore, or junior level
invitation to participate in the focus group was sent out to a sample of the three class levels
Total of 23 students
Interview protocol – questions to group, break outs for task, coming back to group (x2)
Moderated by non librarian.
Bribed with free dinner as their incentive.
Told the groups: We want your input because we’re going to redo the website, and you will get to beta test something.

5. make navigation easier
Website
Currently using for: What would make the website more helpful?
Primary
More
Accessing Databases
Setting Up Appointments with Liaisons
Accessing Course Guides
Accessing Library Map
Primo / Catalog (Most Valuable)
Subject Guides
cleaner
make navigation easier
account login
clarify hours?
intuitive
major specific?
In the notes, there’s a little menu confusion in particular, and students pretty much ignored content below the search box because they didn’t scroll.

6. Primo Classic Currently using for: Where can we develop clarity?
Primary
More
Course Materials
Known item found thru Google Scholar
Research Materials
Known item found thru database
Primo = catalog?
Primo ≠ Summit?
Use it for looking up known items, whether they have a citation, an assigned reading they don’t feel like purchasing, and doing keyword searches for class and personal research.
Alanna called it a catalog, and some students didn’t realize Primo was the same thing as a catalog, but the good news is they are very aware of Primo

7. Primo Classic What is valuable? What would make Primo more helpful?
Ability to see if something is available online and not just in print
Use it to access a title
To find specific citations
Ability to do keyword searches
What would make Primo more helpful?
“fewer links”
fewer steps
Alanna called it a catalog, and some students didn’t realize Primo was the same thing as a catalog, but the good news is they are very aware of Primo
display newest first

8. Primo New UI  Comments after tasks easier to go from search to search
felt easier to go from search to search
clicking title doesn’t open new tab
greatly appreciate clicking title doesn’t open new tab
Comments
after tasks
confused by Summit listing before local holding (changed?)
sleeker
sleeker
cleaner
cleaner
it saved their place
greatly appreciate that it saved their place
liked citation in new Primo better
liked citation aspect of the new Primo better
more user-friendly / intuitive
more user-friendly / intuitive
Asked to complete an activity by using the Primo New UI in small groups of two to three
* noticed filters that they hadn’t noticed before – is that because the activity asked for it specifically?
* Confused by Summit listing before local holding (changed?)

9. Primo New UI … Comments after tasks versions as separate results
difficult to read light font colors
difficult to read light font colors
Comments
after tasks
confused by Summit listing before local holding (changed?)
they missed the yellow / green dots
they missed the yellow / green dots
want to select multiple filters at once
want to select multiple filters at once
like icons, but don’t like the icons we have
like icons, but don’t like the icons we have
clarity on how to use filters
“filters only exclude”
Asked to complete an activity by using the Primo New UI in small groups of two to three
* noticed filters that they hadn’t noticed before – is that because the activity asked for it specifically?
* Confused by Summit listing before local holding (changed?)

10. Clean, Modern, Intuitive
Sum up
Gets Used
Classes. 23/23 have used website & Primo for a class.
Clean, Modern, Intuitive
Intuitive labels / hover text, good metadata & relevancy
Language Gaps
People skim and look for familiar phrases.
Our students use the website and Primo for classes. 100% (23/23) Freshme, Sophomores, and Juniors have all used both our webpages and Primo in SSI courses at minimum.
They want things to be clean, modern, and intuitive. – of course they do. Better organization make things more intuitive. Metadata, relevancy, labels.
Some language gaps, but know what Summit and Primo are. Students do a lot of skimming over while looking for familiar phrases – both a teaching opportunity and an opportunity to improve labels and hover text
Primo New UI is more intuitive than classic. Except where it clearly isn’t, for example the filters: assuming that clicking it will always exclude because there is a hover that says “exclude this” but no hover that says “include this”

11. Next Steps
Orbis Cascade Alliance Primo New UI Day June 12, ideas, discussion
Primo New UI customizations, branding
Update homepage search box – working with CMS vendor
July: librarian time to rework teaching documentation if necessary
Launch New UI and New Homepage August 2017
Fall semester starts
Follow up Focus Groups Spring 2018
Orbis Cascade Alliance Primo New UI Day June 12, ideas, discussion
Primo New UI customizations, branding, labels, color
Cleaner Homepage – working with CMS vendor
Launch New UI and New Homepage August 2017
Follow up Focus Groups Spring 2018