文章摘要

张轩慧,赵宇翔,刘炜,朱庆华.数字人文众包抄录平台用户体验优化的行动研究:基于社会技术系统理论[J].中国图书馆学报,2020,46(5):94~113
数字人文众包抄录平台用户体验优化的行动研究:基于社会技术系统理论
An Action Research on User Experience Optimization of the Crowdsourcing Transcription Platform in Digital Humanities:A Socio-Technical System Theory Perspective
投稿时间:2020-03-24  
DOI:
中文关键词: 数字人文  众包抄录平台  用户体验  行动研究  社会技术系统理论
英文关键词: Digital humanities  Crowdsourcing transcription platform  User experience  Action research  Socio-technical system theory
基金项目:本文系国家社会科学基金重大项目“面向大数据的数字图书馆移动视觉搜索机制及应用研究”(编号:15ZDB126)和国家自然科学基金面上项目“基于科研众包模式的公众科学项目运作与管理机制研究”(编号:71774083)的研究成果之一
作者单位
张轩慧 南京大学信息管理学院 江苏 南京 210023 
赵宇翔 南京理工大学经济管理学院信息管理系 江苏 南京 210094 
刘炜 上海图书馆 上海 200031 
朱庆华 南京大学信息管理学院 江苏 南京 210023 
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中文摘要:
      数字人文的理论研究与实践应用需依托数字人文平台的规划与建设,同时也催生了更多数字人文基础设施的部署与推广。然而,现有数字人文平台一方面受限于信息通信技术的瓶颈,另一方面则往往会忽视对人文学者真实需求的考量。数字人文平台的利用率、满意度及可持续性远没有达到预期效果,如何通过迭代设计方法提升数字人文平台的用户体验是一个值得探索的研究方向。本文基于社会技术系统理论,选取上海图书馆数字人文项目中的“盛宣怀档案众包抄录平台”为研究对象,针对该平台的用户体验优化开展行动研究。研究经历了三轮迭代,从功能性优化到交互性优化再到个性化需求优化,平台构建的关注点从技术层面逐渐扩展到技术与用户的交互层面,更好地满足了用户的个性化需求,同时提升了数字人文众包抄录平台的用户体验。研究从理论上丰富了数字人文情境下平台、任务、志愿者三个核心元素的概念解构;从实践上提升了平台的使用率,可为数字人文众包抄录平台实现技术系统与社会系统的有效匹配提供借鉴。图3。表8。参考文献63。
英文摘要:
Digital humanity is an emerging interdisciplinary research field that integrates advanced information and communication technologies (ICTs) into traditional humanities research As the infrastructure of digital humanities,ICT-enabled digital platforms play vital roles in facilitating the resource preservation,data curation,information integration,and knowledge management of digital artifacts,which may further lead to the development of digital humanities research and build an interconnected digital ecosystem In other words,the theory development and practical application of digital humanities rely on the platform design and implementation,which may in turn call for more attention to the data infrastructure and digital strategies To date,the existing platforms on digital humanities are to some extent,limited by the bottlenecks of ICTs Meanwhile,digital humanities platforms pay less attention to the real needs and requirements of humanities scholars In this regard,the actual usage,satisfaction rate,and sustainability of digital humanities platforms are far from satisfactory Therefore,the user experience design in an iterative way of digital humanities platforms is worthy of further investigation.
On the basis of the socio-technical system theory,this paper conducts an action research to improve the user experience of crowdsourcing transcription platforms with a particular focus on the Sheng Xuanhuai manuscript transcription developed by the Shanghai Library The action research goes through three cycles of design iterations,including functional optimization,interactive optimization,and personalized optimization The first stage mainly focuses on testing and optimizing the key functionalities of the platform,including database debugging,the management function,the release function,and the transcription function In the second stage,the underlying functional problems of the platform are identified and improved Meanwhile,interaction and optimization are also conducted on several fundamental components,such as information retrieval,click and response time,etc The purpose is to enhance the use efficiency of the platform In the third stage,more university students from different disciplines are recruited to conduct an extensive user study on the optimization of personalization requirements,to meet the needs of individual users and to improve the satisfaction of target users From the evolvement of the three cycles,the focal point of the research has shifted from the technical perspective to the human-technology interaction perspective,covering the three key user experience dimensions,namely functional experience,interactive experience,and emotional experience To this end,the personalized needs and volunteer experience are better satisfied.
In terms of the theoretical contribution,the study presents a conceptual framework on user experience design for crowdsourcing platforms in digital humanities from the technology and social perspective,enriching three building-blocks of digital humanities projects,namely the platform,the task,and the volunteer In terms of the practical implications,the study sheds light on the user experience design of crowdsourcing transcription platforms and provides valuable guidance on how to align the development of digital humanities crowdsourcing platform with the need of the social systems This study also has some limitations Firstly,due to the role duality,some participants are both platform designers/managers and team members for action research,which may lead to the some bias of the action because of the subjective judgment of the participants Secondly,constrained by realistic conditions such as technology and time,the platform still has some user experience issues Thirdly,the study is only aimed at crowdsourcing transcription of digital humanities projects,and the generalization and applicability of its conclusions need to be further examined In future research,we will use more interventional methods,such as quasi- experimental and mobile experience sampling methods,and use some eye-tracking devices to better explore the user experience design of digital humanities platforms 3 figs 8 tabs 63 refs.
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