Presentation Transcript

1. Screenshots …are available in presentation slides or by going to: http://www.diigo.com/list/ianchan/lita2011
2. personalization
3. It’s everywhere(well, almost…)
4. idea 

5. Leveraging Student Data To Personalize Your Library Web Site

   2011 LITA National Forum Ian ChanWeb Development Librarian California State University San Marcos Pearl LyAccess Services & Emerging Technologies LibrarianPasadena City College
6. Personalization Personalization is a process that ‘‘changes the functionality, interface, information content, or distinctiveness of a system to increase its personalrelevance to an individual’’ (Blom, 2000, p. 313)
7. Related but different Personalizationis system-tailored System reacts & interacts with user choices & data to suggest layout & relevant content Customizationis user-tailored Focus is on user selecting and maintaining layout and relevant content (Sundar and Marathe, 2010)
8. when customization was king
9. 2000 - 2008, Startpages & personal aggregators
10. Customization in libraries MyLibrary (2000) Developed at NCSU & Notre Dame Also used by VCU, LeHigh, & others MyLibrary – Univ. of Minn. Libraries, leverages campus CMS National University of Singapore – Nexus (CMS) Karolinska Institutet University Library – Drupal PennPortal – Libraries – campus CMS Galter Health Sciences Library – self-developed? Many of these links found via Aaron Tay’s 2010-06 blog post titled “Customizable library portal pages”
11. the move to data-driven personalization(or tributaries of user data)
12. Almost every site asks if I want to connect with Facebook! Users are growing used to data sharing Amazon beta-testing Facebook integration for its recommendations system Live.com (Microsoft), Foursquare, Goodreads Yahoo, CNN, Bing
13. what does this mean for libraries?
14. Students want smart systems “Student and faculty groups both expressed a desire for systems that know the individual better and that behave “more like Amazon” in remembering who they are, what they like, and where they left off in their work. ” (McGee and Carmean, 2006)
15. Assessment of a library portal Galter Health Sciences Library studied the use of their portal from 2003-2008 “Registration data indicated that users were receptive to personalized resource selection and that the automated application of specialty-based, personalized HSLs was more frequently adopted than manual customization by users. “ (Shedlock et al., 2010)
16. personalization & the California State University San Marcos Library web site
17. first, the context
18. What we’d like our site to do … Help users get to information effectively Offer interactive feedback and social tools to our users Humanizethe library and focus on our people Personalize the research experience Offer personal assistance through multiple channels
19. To do those things, we’ve … Developed a sustainable, modern design Developed user-friendly information architecture and navigation Set up multiple feedback & assessment tools Integrated “Web 2.0” functions – FB, tweet, etc. Implemented modern content management framework Personalize our site
20. Basic implementation criteria Re-use existing user data feed from campus enrollment system Minimize what the user has to do: no account creation no selection of subjects required Integrate login with EZproxy authentication and campus LDAP directory
21. We’re using… Drupal Limited amount of PHP custom programming for… cross-referencing subjects with user course selections generating XML feeds to share Library a la Carte data looking-up course reserve listings ILS data export Data is from campus enrollment management system
22. Prepping the data Small PHP script to analyze course data and course reference with subject list Data configuration requires about a half hour of staff time for each load Data load occurs once a week
23. How Drupal answered our needs
24. How do we relate users with resources? CCK[content types] User Profile Database Guide Content Profile Taxonomy Similar by Terms Views[queries] Panels[layout] Personalized Pages Blue = Drupal modules Green = content types
25. After login, users can flag databases as favorites
26. How do we load user data? User Import Batch import basic account info Node Import & Node Import Update Batch import & update user profile data Note: Authorized campus users who are not in the batch loads can still sign-in and system will auto-create their account
27. How do we load the user data & manage user profiles? User Data Campus LDAP Authentication Accounts Interests LDAP Integration User Import Node Import Ezproxy Integration User Profile User Account Recommendations Blue = Drupal modules Green = user info objects
28. Assessment Click tracking – CrazyEgg Web Analytics – GA, Piwik Drupal Internal Tracking
29. 4 days into test, we inserted the “Sign-in to access databases…” help bubble and login button clicks jumped significantly…
30. Key issues to resolve Automate additional steps in the transfer of user data from one system to the next Integrate ILS and ILLiad login and item information (maybe XC’s NCIP module?)
31. Upcoming developments Integrate course reserves Allow users to see their last-used & most-used resources Provide dynamic, course-specific library widgets to learning management system Integrate saved articles from Zotero, Mendeley, and/or discovery tool? Link users with classmates and faculty?
32. More ideas to think about Perhaps public libraries should make greater use of patron checkout data? Collaborate with Goodreads or LibraryThing to leverage user data for local users
33. Discussion / Q&A Questions & insights from the audience Privacy statement is really important (multiple comments) Or is it? How about integration with LMS? If you screen-scrape, check scraped data for security Try Open Hallway for accessibility testing
34. References S. ShyamSundar and SampadaMarathe, “Personalization versus Customization: The Importance of Agency, Privacy, and Power Usage.,” Human Communication Research 36, no. 3 (2010): 298-322. Jan Blom, “Personalization: a taxonomy” Proceedings of the CHI 2000 Conference on Human Factors in Computing Systems . The Hague, Netherlands, April 1-6, 2000. 313-314. http://www.win.tue.nl/~laroyo/2L340/resources/personalisation_taxonomy.pdf James Shedlock et al., “Case Study: the Health SmartLibraryExperiences in Web Personalization and Sustomizationat the Galter Health Sciences Library, Northwestern University,” Journal of the Medical Library Association: JMLA 98 (2010): 98-104, http://www.ncbi.nlm.nih.gov/pmc/articles/PMC2859266/. Ali Jafari, Patricia McGee, and Colleen Carmean, “Managing Courses Defining Learning: What Faculty, Students, and Administrators Want,” EDUCAUSE Review 41, no. 4 (2006): 50-70, http://www.eric.ed.gov/ERICWebPortal/detail?accno=EJ745839.