Discovery UX Recommendation - Spring 2019

Objective	Present a set of recommendations for improving the UX of CSU OneSearch
Due date	29 Mar 2019
Key outcomes	Adoption of recommendations by campuses Communication of rationale for recommendations
Status	IN-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.

Feature	Description	Implement as
Add search links in left panel	Make it easier for libraries to insert links to other databases. SJSU CSUSM	OPTION
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	IMPLEMENTED 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	OPTION
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
Scope dropdown on the left	Highlights the availability of scopes. CSU Chico CSUDH Impact on campuses with secondary scope dropdown?	OPTION
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
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
Integrated chat pop-up	Make it easier for libraries to integrate chat widgets. CSUDH	OPTION
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
Activate autocomplete for search keywords	Make it easier for libraries to activate this feature. Ensure campuses are aware of this functionality. CSUB	OPTION
Lock filter icon always visible	Users are most likely not aware of this function. CSUSM	DEFAULT

Timeline

TBD

Milestones and deadlines

Milestone	Owner	Deadline	Status
Draft recommendation	Ian Chan (Unlicensed)	22 Feb 2019	IN-PROGRESS
Request feedback	Ian Chan (Unlicensed)	08 Mar 2019	IN-PROGRESS
Finalize recommendation	Ian Chan (Unlicensed)	22 Mar 2019	NOT STARTED
Create implementation timeline	Ian Chan (Unlicensed)	29 Mar 2019	NOT STARTED
Hand-off to implementation team	Ian Chan (Unlicensed)	08 Apr 2019	NOT STARTED

Reference materials

Discovery UX Assessments to Review

Discovery UX Ideas

Primo UI Environmental Scan

CSU Survey of Primo UI