Phases 1 and 2, OSUL Website Refresh Project
Margaret Mellinger
Margaret Mellinger (Unlicensed)
Beth Shields
Description
OSU Libraries has contracted with Madison Avenue Collective (MAC) to conduct research on the OSUL website (including Cascades and Guin) and provide recommendations for site architecture in preparation for our move from the end-of-life Drupal 7 to Drupal 9/10. They will complete this work in two phases as described in the Scope of Work. After that work is completed, LIT will begin implementation.
Please direct questions to Margaret Mellinger. If Margaret is not available, Beth Shields can field questions.
Phase 1 Discover (Research and Strategy)
MAC will complete an in-depth, comprehensive evaluation and assessment of the current website and our organizational goals and objectives. MAC will use the findings of this assessment to make informed, strategic, and tailored recommendations regarding the architecture, design, and development of the new website as we move into later phases of the project. MAC will complete the following work to gain a comprehensive understanding of the project, your objectives, and your target audiences.
Internal Document Review
Comprehensive Website Audit (UX Information Architecture and Content)
Online Survey
Interviews and Focus Groups (up to 10 hours)
Website Analytics Audit
PHASE 1 DELIVERABLES:
Key findings from internal document review
Comprehensive website audit
Survey results and key findings summary
Interviews/focus group recordings
Website analytics audit
Summary written report of key findings & recommendations
Presentation of findings and recommendations to key stakeholders
Phase 2 UX/UI Planning and Design
UX/UI Planning & Design, MAC will take the approved recommendations from the previous phase and use them to define a web strategy for your project that meets the goals and objectives while also beginning to implement this through the creation of a new information architecture (IA) and visual design mockups. This phase is informed by the
findings from our Discovery and further collaborative discussions with your project team. The purpose of this phase is to think strategically about the user tasks, content, user pathways, and design choices to plan the new web information architecture, wireframes, and ultimately the interface visual design. This approach allows us to plan, develop, test, and implement a new design and web architecture along with user acceptance testing. To do this we’ll complete the following tasks.
Website Information Architecture (IA)
Functional and Technical Specifications Documentation
Homepage Visual (UI) Design Mock-ups
Visual Design (UX/UI) for Mobile and Desktop
User Testing
PHASE 2 DELIVERABLES:
Information Architecture (IA) for the three OSU Libraries websites:
library.oregonstate.edu, guin.library.oregonstate.edu, cascades.library.oregonstate.edu)
Functional & Technical Specifications Documentation
Two Homepage Visual (UI) Design Mock-ups
Visual Design files for all templates (up to 10 total) and all components used in site design and development, which will be applied to all three sites.
Visual Website Style Guide identifying color and other differentiating design elements
Clickable website prototype in Figma
User test development (tasks and screens) with written summary of findings
Facilitation of 5 user testing sessions with recorded audio/videos
See attachment for full proposal.
Timeline: October 2023 - January 2025
| Task | Who is involved | Start date | End date | Comments |
|---|---|---|---|---|
| Kick off Meeting with MAC | MAC staff, Beth Shields Margaret Mellinger, Kenna Warsinske, Corey Gillen | 10/10/2023 | n/a | Notes |
PHASE 1 Discovery (MAC and OSUL people) October 2023 - January 2024 | ||||
Internal Document Review | MAC staff | 10/11/2023 | ||
| Online Survey | MAC staff | 10/11/2023 |
| Final Survey link (for distribution): https://forms.gle/wmfP6nKcBv519dDh7 |
| Website Audit | MAC staff | 10/11/2023 | Includes Monsido (accessibility evaluation tool) | |
Website analytics audit | MAC staff | 10/112023 | Google Analytics for sites, Primo and Canvas | |
| Focus Groups/Interviews | OSU Students, OSU Faculty, ECampus, Branches, LEAD, Library Admin, LIT, RAS, R&L LIST OF PARTICIPANTS, Dates and Times | 11/29 11/30 12/1 | Completed 12/1 | Focus groups of 4-6 people at 1 hour each. Questions will be sent to participants in advance. |
Summary Report | MAC staff; all library staff | 12/2023 | Report summary presented to library in Admin briefing. Full report attached. | |
Presentation of findings MAC staff and small group in early January. Summary to all library staff at Admin briefing 1/18/24 | ||||
Submitted Requisition for payment of first phase - MAC and Mellinger | ||||
PHASE 2 UX/UI Planning and Design (MAC) January 2024 - March 2024 | ||||
| MAC staff | Ending March 25 | Generally 1 site with 3 locations (Corvallis/Valley, Newport/Guin, Bend/OSU Cascades) Information Architecture https://docs.google.com/document/d/1YzCuVLM1w7GugnXc8Q_Wz-OVspmFuQMjl3Cm7_rBmss/edit | ||
Visual Design for all three sites | MAC Staff | Beginning April 1 | MAC presentation to LIT 5/3/2024 | |
Homepage Visual (UI) Design Mock-ups | MAC Staff, presented to all library staff | 5/08 in person 5/13 on Zoom |
| |
Presentation of designs An opportunity to provide feedback on designs will be given to all library staff. Decisions about the final design will be made after input from all with Anne-Marie and Kerri as the final decision-makers | ||||
Technical Documentation | MAC staff | Completed | ||
Style Guide | MAC staff | Completed | Style Guide | |
User test development | MAC staff | Completed | MAC tested 5 users in early July | |
User testing | MAC staff | Completed | User testing summary document | |
PHASE 3 Implementation (LIT) July 2024 - January 2025 | ||||
Build new websites using MAC designs | Beth Shields, Kenna Warsinske, Corey Gillen, Christa Wright, Christian Flores | UIT consultation as needed. | ||
Test new websites | Using MAC tests, LIT staff and others | Meet usability and accessibility standards | ||
Launch new sites | OSUL, Guin, Cascades | Launch: December 20, 2024 | ||
PHASE 4 Maintenance (LIT and others) January 2025 | ||||
Create Web Team | LIT is proposing that all departments will have a point person on the Web Team (subject to LAMP conversation and approval) | The point person will be trained to work with web pages, to help others in their departments. They will bring issues and ideas to quarterly meetings. | ||
| Train Web Team | LIT and Web Team | Using the documentation (technical and visual standards ) | ||
| Schedule quarterly meetings | Web Team | To discuss any issues with creating and maintaining pages. To help plan for any larger change or enhancement. | ||
| Devise processes for maintenance and enhancements | LIT and Web Team | Clearly define who is responsible for maintenance and the document the processes for deciding on major changes to the site (s). | ||