ncompass live: tech talk with michael sauers: who's out there? user personas and libraries

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Who's Out There? Personas in 15 Minutes Jennifer Koerber Web Services Librarian Boston Public Library

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In this month's episode, Michael Sauers will talk with Jennifer Koerber, Web Services Librarian at Boston Public Library, about User Personas and Libraries. Any marketer or web designer will tell you that creating user personas is a great way to target your services, but just how do you do that? What are the steps involved, and how can we narrow the wide variety of people we serve down to a few "types"? By brainstorming, collecting data and talking to your users, you can make tools to help you develop new programs, focus a marketing campaign, or redesign your website. In this brief overview, Koerber will introduce the basics of persona-making and give you resources to go through the process yourself. NCompass Live - April 20, 2011.

TRANSCRIPT

Page 1: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Who's Out There?Personas in 15 Minutes

Jennifer KoerberWeb Services Librarian

Boston Public Library

Page 2: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

What are Personas?

A “persona is an archetype serving as a surrogate for an entire group of real people.”

Steve Mulder, The User is Always Right

Page 3: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Faces and Voices

Page 4: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Faces and Voices

Page 5: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Personas can…

bring focus to a design process

remind you that your users are real people

encourage consensus among planners

lead to efficient decision-making

lead to better decisions

Page 6: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

What’s in a persona?

Picture

Name, age, neighborhood, family members, etc.

Defining goals, behaviors & attitudes

Experience & education levels

Story (scenario)

Quote

Anything else that helps make them real

Page 7: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

What’s in a persona?

Page 8: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

What’s in a persona?

Self-Sufficient Power User

“It would be wrong to claim that these users just want a "book ATM," because the brief interaction with library staff is often deeply appreciated, but these folks want to be in and out of the building in 5 minutes or less. He'll place a hold online, wait for the email notification that it's in, then run in on a lunch break or the commute home to pick up the latest bestseller or that book on knitting socks from the toes up. She doesn't usually ask for help, but when she needs it, it had better be easy to find and use. A streamlined, minimalist, efficient experience is best - taking full advantage of in-house catalog computers, self-pickup of holds, self-checkout and excellent signage.”

Page 9: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

What’s in a persona?

Page 10: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Who are your users?

Page 11: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Who are your users?

Page 12: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

You ≠ Users

Page 13: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Developing Personas

1. Brainstorm

2. Collect data – qualitative & quantitative

3. Identify unique behaviors & goals

4. Segment your users into groups based on these

5. Write a persona description for each major group

6. Test and refine

Page 14: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Developing Personas

Brainstorm with staff

Talk with current usersUser interviews – informal, contextual & critical

incidentSurveys – online, offline, formal, informalUsability testing

Observe, listen, take notes

Pull language & quotes from comments, emails, feedback forms, reference calls

Get quantitative data from web analytics, demographic studies, census reports, reference stats, etc.

Page 15: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Getting DataQualitative (insights)

Quantitative (validation)

Goals & attitudes(what people say)

Behaviors(what people do)

from The User is Always Right by Mulder

Page 16: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Exercise 1: Who’s This?

Page 17: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Meet Chuck

Page 18: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Chuck & Emperor Norton’s Stationary Marching Band

Page 19: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Personas for physical spaces

Page 20: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Personas for physical spaces

Page 21: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Personas for digital spaces

http://www.flickr.com/photos/carpevia/3908268797/

Page 22: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Personas for programs

http://www.flickr.com/photos/smcl/1065624977/

http://www.flickr.com/photos/pleeker/3737583649/

Page 23: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Personas for marketing

http://www.flickr.com/photos/sillygwailo/3202378280/

http://www.flickr.com/photos/libraryman/109470648/

Page 24: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Exercise #2: Brainstorming

Take 1 minute

Brainstorm possible personas or groups of users

Focus on real users – people you’ve interacted with

Page 25: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Exercise #3: Make them real

Take 2 minutes

Choose one persona

Give them a name, a face, a story

What would they use your library/website for?

How can you serve them?

Page 26: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

What’s in a persona?

Picture

Name, age, neighborhood, family members, etc.

Defining goals, behaviors & attitudes

Story (scenario)

Quote

Anything else that helps make them real

Page 27: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Useful Resources

David Lee King

Steve Madder

Ginny Redish

Page 28: NCompass Live: Tech Talk with Michael Sauers: Who's Out There? User Personas and Libraries

Thank you!

Jennifer [email protected]

linkedin.com/jkoerberfacebook.com/jennifer.koerber

twitter.com/jenniferkoerber

Web Services Librarian, [email protected]

Trainer and Presenterhttp://www.betterthancoffee.info