Primo NUI Implementation Lane Community College Linda Ackers June 12,2017

Our “Model”: To base configuration decisions on student usability.

Implementation Timeline Winter Term Getting acquainted with the New UI – custom CSS, Angular JS, HTML ü Getting acquainted with the Primo Developer Environment for desktop development (gulp) ü Spring Term Primo NUI my priority Round 1 usability testing ü Make changes to PBO, CSS, Angular JS, HTML ü PRIMO DAY ü Reference/Instruction librarians leave for the summer 6/16 Summer Term Round 2 usability testing - Test what we changed in round 1 + End of August Launch! Round 3 usability testing – Just to be sure Get kinks out before fall term begins! Fall Term 8 Months!

Where are we now:

Finished usability Round 1 Focused on what we could easily change Facets Place a Summit Request Action menu and Favorites My Account Testing group: Library director, 2 reference/instruction librarian, circ lead, acquisitions specialist, library information tech coordinator Each watched screencasts, met and discussed results, made changes. Steve Krug, “Don’t Make Me Think!” 4 Lane Community College Students (1st year – 2nd year)

Facets Before Facets After

Clearing Facet Filters Before After

Oregon State University is closest to us, so I’m clicking it! Summit Request We hid the list of available institutions under the Get It block and used Angular to display a list of institutions at the end of the Details block via the PNX record. This was still very confusing to one user who clicked on the link to place a Summit request: Oregon State University is closest to us, so I’m clicking it!

Action Menu Good!

Favorites/Tags PBO to rename favorites lables: Changed default.nui.favorites.records.tabheader from "Saved records" to "Saved Items“ Changed default.nui.favorites.goFavorites.tooltip from "Go to my favorites" to "Go to My Favorites" Changed default.nui.savesearch.tooltip from "Keep this search" to “Add to My Favorites" Changed default.nui.favorites.add.tooltip from "Keep this item" to "Save to My Favorites" Changed default.nui.favorites.unlabled from "Unlabeled items" to "Untagged Items" Changed default.nui.favorites.selectFilter.tooltip from "Click to filter by label" to "Filter by tag" Changed default.nui.favorites.labels.add from "Add labels" to "Add tags" Changed default.nui.favorites.labels.tooltip from "Add or remove labels for selected items" to "Add or remove tags for selected items" Changed default.nui.favorites.labels.assigned from "Assigned labels" to "Assigned Tags" Changed default.nui.favorites.labels.other from "Available labels" to "Available Tags" Changed default.nui.favorites.labels.new from "Add new label" to "Add New Tag" Changed default.nui.favorites.search.items from "{0} search queries" to "Select all saved searches({0})"

My Library Account Disabled “Fines” in My Account Menu Configuration. To dos: Rename “Loans” to “Checked Out” Make “VIEW ALL 17 LOANS” more visible?

< Added header via Angular < home_en_US.html

To Dos… Primo search boxes to the new UI Permalinks to searches and items Move custom URL to new UI? Single signon / no PDS?

Tools Some AngularJS Custom header List of available institutions? Hide/show instead? Only show UO? Hmmmmm … Custom “Questions” button – quit working on results pages after May release. Customizations tend to be support issues. Lots of CSS Primo Development Environment for desktop testing (December’s Primo NUI hackathon) PBO – Track changes using workflowy (thanks Leslie!)

Questions? Linda Ackers ackersl@lanecc.edu