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Objective

Present a set of recommendations for improving the UX of CSU OneSearch 

Due date
 
Key outcomes
  • Adoption of recommendations by campuses
  • Communication of rationale for recommendations
Status

Status
colourBlue
titleIn-progress

Problem Statement

Feedback from campus libraries and results of UX testing (as conducted by selected campuses) have revealed shortcomings in the user experience found within the OneSearch (Primo) interface.  

Scope

Offer custom features to improve UX of OneSearch. Some features will be implemented as defaults while others would be optional.

DEFAULTOPTION
Feature
Description
Implement as

Add search links in left panel

Make it easier for libraries to insert links to other databases.

SJSU

CSUSM

OPTION
Status
colourYellow
titleOption
Display multiple locations within brief results

Much requested improvement that would highlight locations where an item is available.

"The code for it is in the central package, http://onesearch.library.nd.edu/primo-explore/custom/CENTRAL_PACKAGE/js/custom.js, for the module customLocation."

ND Libraries Primo

Address "other locations" bug

Find out if campuses are in agreement to enable by default

Status
colourGreen
titleImplemented by EXL
Pop-up 'tool tips' for facets

Provide helpful information for facet labels that are not readily understood by users.

University of Tennessee Libraries

Status
colourYellow
titleOption
Scopes dropdown on Primo home page

Highlights the availability of scopes.

Many CSU do not offer the scopes on the Primo home page. Users typically don't land on the Primo home page unless they click the New Search menu option.

DEFAULT

Status
colourBlue
titleDefault
Scope dropdown on the left

Highlights the availability of scopes.

CSU Chico

CSUDH

Impact on campuses with secondary scope dropdown?

OPTION

Status
colourYellow
titleOption
Secondary menu

Offer another horizontal menu in header region, in addition to built-in Primo header menu.

This allows for displaying additional menu items if needed.

Examples: 

CSUDH

CSUSM

OPTION
Status
colourYellow
titleOption
Relocate Send To menu

Moves the send to menu to the top of the full record display to improve visibility and reduce clutter in the availability and description sections.

CSUSM

OPTION

Status
colourYellow
titleOption
Integrated chat pop-up

Make it easier for libraries to integrate chat widgets.

CSUDH

OPTION

Status
colourYellow
titleOption
Display 'didn't find what you're looking for panel' at the bottom of search results


Offer options for users to obtain assistance or search offer databases if they are not finding what the sources that they need for their research.

U Minn Libraries

CSUSM

Screenshot 


OPTION
Status
colourYellow
titleOption
Activate autocomplete for search keywords

Make it easier for libraries to activate this feature. Ensure campuses are aware of this functionality.  

CSUB

OPTION

Status
colourYellow
titleOption
Lock filter icon always visible

Users are most likely not aware of this function.

CSUSM

DEFAULT
Status
colourBlue
titleDefault


Timeline

TBD

Milestones and deadlines

MilestoneOwnerDeadlineStatus
Draft recommendationIan Chan (Unlicensed) 

Status
colourBlue
titleIn-progress

Request feedbackIan Chan (Unlicensed) 
Status
colourYellowBlue
titleNot startedIn-progress
Finalize recommendationIan Chan (Unlicensed) 
Status
colourYellow
titleNot started
Create implementation timelineIan Chan (Unlicensed) 
Status
colourYellow
titleNot started
Hand-off to implementation teamIan Chan (Unlicensed) 
Status
colourYellow
titleNot started

Reference materials

Discovery UX Assessments to Review

Discovery UX Ideas

Primo UI Environmental Scan

CSU Survey of Primo UI