MARC Records Bulk Import
Case study
Goal
To provide a mechanism for catalogers to map and stage title data from external sources before they are added to the Wise catalog collection. Leveraging and improving upon the existing match and merge functionality currently offered in the Wise Client.
Problem statement
The operational inefficiency stemming from the inability of Wise catalogers to perform bulk vendor record imports presents a critical challenge. To address this, we propose the development and implementation of a feature set enabling the mapping and standardization of title date data from external sources prior to catalog entry. This strategic initiative will not only ensure competitive differentiation by exceeding current market offerings, but will also yield significant workflow optimization, resulting in measurable improvements in operational performance.
My Role
UX Research
UX Design
UI Design
Prototyping
Accessibility
XD role providing wireframes and UI designs while working cross collaboratively with the Product manager twice a week.
Timeline
June – October 2024
* August – September 2024
two rounds of usability testing
Lessons learned
- Prioritize thorough discovery and collaborative requirements gathering.
- Maximize efficiency by leveraging existing design systems and stakeholder-approved patterns.
- Validate designs through prototyping and iterative usability testing.
- Allocate time for multiple testing rounds and issue refinement to ensure a high-quality user experience.
Skills & Tools
UX Research
User flows
Figma wireframes
Figma prototype
Usability testing
Discovery, Design & Iteration
During the discovery phase, we gathered feature requirements from the legacy system, ensuring that our efforts were ahead of the curve. By collaborating closely with product owners and architects, we identified essential functionalities that would enhance the user experience. We leveraged previous design system patterns to expedite work and avoid duplication of effort when the stakeholder team had already reviewed and approved a similar form pattern. This ensured the reuse of design system components, consistency, and stakeholder confirmation.
After developing the customized and system template designs, we confidently arrived at a final design that met our strategic goals. With all requirements satisfied, I meticulously assembled the UI designs in Figma and crafted a prototype to validate the interaction designs, ensuring a smooth and engaging user experience.
Lastly, with time to spare, we conducted two rounds of usability testing for the two workflows for bulk import. We tweaked usability issues after the first round and improved usability issues in enough time to schedule a second round of usability tests to determine whether the problems were addressed from before.
