Transitioning to the New Primo UI at Western Oregon University Primo New UI Day June 12, 2017 Stewart Baker (bakersc@wou.edu)

Transition plan at WOU Gradual transition Communication Feedback Iterative updates

Timeline February Add old UI functionality and match WOU’s style guide Inform library staff about new UI timeline March Gather preliminary feedback from staff Implement changes April Gather additional feedback at library management meeting Final review of new UI at all-staff meeting May Beta launch; Add link in current interface Email to campus announcing interface informational presentation at Faculty Senate Summer term Info desk students update LibGuide/Website URLs instruction librarians update instruction materials Implement changes from campus feedback August Official launch: Redirect wou.edu/primo link; add old UI link in new UI menu Fall term Begin instruction using new UI

Communication Communicate the change early and often Kotter’s 8 steps to change: (https://www.hr.uq.edu.au/step-4) “Repeat, repeat, repeat” “Use many different forums to spread the message” “Give people real opportunities for input and feedback”

Feedback Multiple ways for different people to provide feedback Google Docs timeline and task-list shared with library staff E-mails inviting comments from faculty, students, and staff Presentation at Faculty Senate Social media / library home page posts Link to beta on home page and in current UI Feedback form in new UI menu

Iterative Updates New UI Multiple opportunities for feedback Make changes, get feedback again Get feedback from different types of user (etcetera) Get Feedback Make Changes Get Feedback Make Changes Old UI