Where Google Analytics meets UX - How a UX team implemented GA4

00:35:17
https://www.youtube.com/watch?v=HQ3VgF3hH4Q

Sintesi

TLDRAmy Deschenes and Meg McMahon from Harvard Library presented a project on integrating Google Analytics 4 (GA4) with user experience (UX) strategies to enhance data analytics for Harvard Libraries' web services. The initiative followed Google's announcement to discontinue Universal Analytics, offering a chance for the library to improve its analytics strategy. The transition involved installing GA4 across multiple library web products, establishing a unified dashboard, and training staff on new reporting tools like Google Tag Manager and Looker Studio. Key features emphasized included cross-domain tracking and event-based data analysis which allow more comprehensive insights across various platforms. Challenges faced included adapting to the new system and educating stakeholders regarding the different interface and data presentations in GA4. Future plans involve continuous optimization and stakeholder engagement to leverage GA4's capabilities in enhancing user experience across library services.

Punti di forza

  • πŸ” GA4 enhances data analytics for web services by integrating with UX.
  • πŸ“… Transition from Universal Analytics to GA4 took eight months.
  • πŸ“ GA4 focuses on event-based tracking, moving away from page views.
  • πŸ“Š Tools like Looker Studio are used for visualizing complex data.
  • 🌐 Cross-domain tracking consolidates user data across platforms.
  • πŸ”„ Stakeholder education is key to understanding GA4's new features.
  • πŸ“ˆ GA4 supports strategic data needs with unified analytics.
  • 🀝 Shared insights drive collaboration across library departments.
  • πŸ’‘ GA4 emphasizes an inquiry-based approach over casual data browsing.
  • 🎯 Continual optimization ensures GA4 meets future data needs.

Linea temporale

  • 00:00:00 - 00:05:00

    The presentation begins with introductions of Amy Deschenes and Meg McMahon, who work in user experience and digital accessibility at Harvard Library. They introduce the main topic: their project on implementing Google Analytics 4 (GA4) in the UX team. The need for this transition arose from Google's announcement about retiring Universal Analytics in June 2023. The team saw this as an opportunity to strategize analytics for library web products, a project that took eight months. They discuss the benefits of integrating GA4 into their tools for a more cohesive data-sharing strategy with stakeholders.

  • 00:05:00 - 00:10:00

    Amy and Meg explain the distinction between sessions and page views and how these metrics apply to the Harvard Library's various digital platforms, such as the HOLLIS catalog, library guides, and digital collections. They detail the significant web traffic that their library systems garner and how transitioning to GA4 has streamlined data aggregation. Prior setups required separate analytics instances for each digital product, making comprehensive traffic reports challenging. They emphasize that GA4 enables a unified view, crucial for understanding traffic and user behaviors across platforms.

  • 00:10:00 - 00:15:00

    The team deliberated on using GA4 over other analytics tools due to its alignment with other university units, strong community support, and ease of implementation. They acknowledge concerns with Google’s data policies but note users have opt-out options. The project team consisted of key stakeholders who ensured the successful migration to GA4 before the 2023 deadline. Goals included installing GA4 across all web products, creating unified dashboards, and maintaining essential data services. They emphasize the need for stakeholder education about differences in data presentations between GA4 and Universal Analytics.

  • 00:15:00 - 00:20:00

    Meg McMahon elaborates on the systems used in conjunction with GA4: Tag Manager for event creation, Looker for data visualization, and Search Console for SEO insights. They discuss cross-domain tracking, which GA4 facilitates, allowing holistic user journey insights across library systems. GA4’s switch from page views to events as primary measurements requires an adjustment in reporting and analytics strategies. Meg underscores GA4’s adaptability, with options to create custom events directly in the analytics interface, enhancing reporting precision for stakeholders.

  • 00:20:00 - 00:25:00

    The presentation highlights new GA4 features like explorations and customizable reports. Explorations allow for deep data dives, useful for overlapping audience segment analysis. Custom reports enable focused analytics, crucial for teams like Harvard Library's communications department. Although some GA4 report features lack advanced visualizations, Looker compensates by offering intricate, digestible dashboards for stakeholders. The library uses Looker to juxtapose data across various library platforms, confirming usage assumptions, such as the predominance of their catalog system over others.

  • 00:25:00 - 00:30:00

    Meg discusses the transition challenges, such as learning new GA4 metrics compared to Universal Analytics, emphasizing purposeful data collection tailored to stakeholders' needs. They explain how Tag Manager organizes complex event tags for filtering and creating meaningful reports. Lessons include the need for predefined objectives to guide analytics setup and the importance of collaborating with stakeholders to align Google Analytics configuration with institutional goals. A key takeaway is Google Analytics' evolution requiring a mindset shift for users accustomed to the legacy Universal Analytics platform.

  • 00:30:00 - 00:35:17

    Amy wraps up the presentation with lessons learned, emphasizing that GA4's system differs significantly from Universal Analytics, requiring education and adaptation among users. They stress the importance of communication and training to help users transition smoothly and appreciate GA4's new features. Sharing their project outcomes across various Harvard Library committees, including leadership and technology teams, has been crucial. This ongoing outreach ensures that stakeholders understand how to leverage GA4 data effectively and recognize its value for future analytics and strategic decisions.

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Mappa mentale

Video Domande e Risposte

  • What is the focus of Amy Deschenes and Meg McMahon's project?

    The project focuses on integrating Google Analytics 4 with user experience to improve web services at Harvard Libraries.

  • Why did Harvard Library transition to Google Analytics 4 (GA4)?

    Harvard Library transitioned to GA4 because Google announced the retirement of Universal Analytics in June 2023, providing an opportunity to enhance their analytics strategy.

  • How long did it take to implement GA4 at Harvard Library?

    It took about eight months to implement GA4 at Harvard Library.

  • What challenges did Harvard Library face when transitioning to GA4?

    Challenges included adapting to changes in data tracking and reporting methods, understanding differences between Universal Analytics and GA4, and stakeholder education.

  • What tools does Harvard Library use alongside GA4?

    Harvard Library uses Google Analytics, Tag Manager, Looker Studio, and Search Console alongside GA4 to manage and visualize data.

  • What are some key features of GA4 highlighted in the project?

    Key features of GA4 include event-based tracking, cross-domain tracking, enhanced reports, and use of explorations and visualizations for better data analysis.

  • What does 'cross-domain tracking' mean in the context of GA4?

    Cross-domain tracking in GA4 allows tracking user activity across multiple domains, consolidating data for comprehensive user journey insights.

  • How does Harvard plan to continue using GA4?

    Harvard plans to use GA4 for continuous data tracking, stakeholder engagement, and strategic improvements in UX across library systems.

  • What does the UX team at Harvard Library say about the GA4's new interface?

    The UX team notes that the GA4 interface emphasizes structured, inquiry-based exploration rather than casual browsing of data.

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Scorrimento automatico:
  • 00:00:00
    AMY DESCHENES: ...That introduction.
  • 00:00:03
    So as Sara said, we're here today to talk to you about our project.
  • 00:00:07
    So our talk is where Google Analytics meets UX, how a UX team implemented GA4.
  • 00:00:12
    And we'll start by introducing ourselves.
  • 00:00:14
    So I'm Amy.
  • 00:00:15
    I use she/her pronouns, and have white skin, shoulder length brown hair, and wear glasses,
  • 00:00:21
    and the head of user experience and digital accessibility at Harvard Library.
  • 00:00:24
    And I have worked here for about eight years.
  • 00:00:27
    MEG MCMAHON: I am Meg McMahon.
  • 00:00:29
    I use they/them pronouns.
  • 00:00:31
    I have dark, brown, and chin length hair, blue eyes, black-framed glasses, and white
  • 00:00:36
    skin.
  • 00:00:37
    I'm the UX researcher at Harvard Libraries, and have worked here for almost exactly a
  • 00:00:41
    year now.
  • 00:00:42
    AMY DESCHENES: So we're going to share about our library's project to move to Google Analytics
  • 00:00:48
    4, or GA4.
  • 00:00:50
    In June of 2022, Google announced that their old analytics product, which you probably
  • 00:00:55
    just called Google Analytics, but the formal name was Universal Analytics would be retiring
  • 00:01:01
    in June of 2023.
  • 00:01:03
    So we took this as an opportunity to really implement a robust analytics strategy while
  • 00:01:09
    migrating all of the libraries web products and websites over to GA4.
  • 00:01:14
    And it took us about eight months to do all of the work we're going to talk about today.
  • 00:01:18
    So here's what we're going to go through.
  • 00:01:20
    We're going to talk about the migration strategy, and the goals for the project, and who worked
  • 00:01:26
    on the project, and then how we implemented Google Analytics 4 everything from installing
  • 00:01:32
    the code, creating reports, determining how we're going to set things up, and share information
  • 00:01:38
    with stakeholders, and consumers of the data.
  • 00:01:41
    So the lessons learned about GA4, and then more information about how we are continuing
  • 00:01:46
    to share out with stakeholders and staff.
  • 00:01:51
    So a little bit about strategy before I jump into the project itself, we use as the UX
  • 00:01:57
    team just use web analytics regularly as part of research studies.
  • 00:02:01
    So depending on the research question, or the goal of the user research, analytics are
  • 00:02:07
    sometimes the best way to get an answer about user behavior, especially if it's an answer
  • 00:02:13
    that is best served by quantitative data.
  • 00:02:16
    For instance, if someone say someone on the discovery two delivery committee asks, what
  • 00:02:22
    are the most popular filters in HOLLIS?
  • 00:02:24
    Which is our library is catalog.
  • 00:02:26
    Rather than doing a usability study with only 5 to 10 folks, or a survey.
  • 00:02:32
    It's really looking at the analytics is the best way, and the most accurate way to answer
  • 00:02:37
    that question because you're looking at real data.
  • 00:02:40
    So these questions come up all the time, especially during the beginning phases of our UX projects.
  • 00:02:47
    So during the discovery phase.
  • 00:02:49
    So having just the analytics service sit within our group made sense for our organization.
  • 00:02:56
    And actually, talking about our organization, I do want to just share a little bit of context
  • 00:03:01
    for our team.
  • 00:03:03
    So yes, I am going to show you an org chart.
  • 00:03:06
    But I think it's really important just to understand our approach, and how we work really
  • 00:03:10
    across the organization.
  • 00:03:13
    So in the org chart, you're going to see-- this is just really like the high level organization
  • 00:03:17
    of Harvard Library.
  • 00:03:20
    On the left discovery and access, the yellow box, that is where our team sits, and then
  • 00:03:25
    the other units are archives and special collections, scholarly resources and services, the anti-racism
  • 00:03:31
    team, library technology administrative operations, and strategy communications, and assessment.
  • 00:03:37
    And I have filled in library technology and strategy communications and assessment with
  • 00:03:42
    the Crimson color.
  • 00:03:43
    Because these are the two groups who were the main stakeholders and main participants
  • 00:03:47
    in this project work.
  • 00:03:48
    But we have shared analytics data since then with all of the other units.
  • 00:03:53
    So just to go a little bit deeper if you are curious, just about our organization a little
  • 00:03:57
    bit more.
  • 00:03:59
    Our team UX and discovery team are six people.
  • 00:04:03
    And then everyone else in our unit sits in access services technical services, imaging
  • 00:04:07
    services, and special projects, which is over 200 staff members.
  • 00:04:12
    So now that you have a little context about our organization, I want to give you a little
  • 00:04:16
    context about the websites and the different web products we support.
  • 00:04:20
    So you can see here, we have a list of nine different discovery systems.
  • 00:04:25
    And some of them are grouped together.
  • 00:04:26
    And I'm just going to walk you through each of them.
  • 00:04:29
    And these are the numbers you're seeing here that I will read aloud are the numbers of
  • 00:04:35
    sessions for each of our web products from March of 2023.
  • 00:04:38
    So this is very recent data.
  • 00:04:40
    It's probably missing today.
  • 00:04:42
    And tomorrow, obviously.
  • 00:04:43
    But this gives you a good idea of a snapshot of a month in library web traffic at Harvard.
  • 00:04:50
    I will also note that the numbers you are looking at are in sessions.
  • 00:04:55
    And it's important to distinguish sessions from views, right?
  • 00:04:59
    So sessions means that say someone opened up HOLLIS, and they did a search, and then
  • 00:05:05
    they used a filter, and then they logged in, and then they did another search.
  • 00:05:08
    That's all counted as one session.
  • 00:05:10
    Page views would be counting like each view of the different pages they visited would
  • 00:05:15
    be a separate count, right?
  • 00:05:17
    So page view numbers are usually a lot bigger.
  • 00:05:20
    And depending on what kind of information you're looking for, or what your question
  • 00:05:24
    is, it might make sense sometimes to use sessions, and sometimes to use page views.
  • 00:05:29
    If you want to know how many people are looking at the library websites home page, use page
  • 00:05:33
    views.
  • 00:05:34
    But if you're thinking about overall traffic, or the journey someone's taking from say HOLLIS
  • 00:05:39
    to a finding in archival collections.
  • 00:05:43
    That might be better served by looking at a session metric.
  • 00:05:46
    So I just wanted to go over that difference between sessions and page views.
  • 00:05:50
    So we have up top with the majority of our traffic is HOLLIS, which is our catalog and
  • 00:05:56
    article search with 277,000 sessions.
  • 00:05:59
    The main website, Library.Harvard.edu is 163,000 sessions.
  • 00:06:05
    Library guides.
  • 00:06:06
    And these are library guides from all of the schools and FAS and the College, 111,000 sessions.
  • 00:06:14
    Digital collection sites, this includes our CURIOSity collections, which are curated sets
  • 00:06:18
    of items, as well as Harvard Digital Collections, which is our digital item search.
  • 00:06:23
    39,000 sessions, finding aids, 26,000 sessions, events and appointments on our calendaring
  • 00:06:29
    system, 10,000 sessions, ask a librarian 9,000.
  • 00:06:33
    Our image catalog images with 6,000, and our geospatial data search with 1,000.
  • 00:06:38
    So that comes out to just about 642,000 sessions for the month of March.
  • 00:06:44
    So previously, previous to having Google Analytics 4, and setting it up the way we did, it used
  • 00:06:50
    to take me probably a couple of days to pull all this data together.
  • 00:06:55
    And now, with our updated strategy, it's really just we can get it in one view.
  • 00:07:01
    So it's a lot easier.
  • 00:07:02
    So on the next slide, you will see what our analytics setup looked like pre 2023.
  • 00:07:09
    So prior to this year, each digital product, so those things that I just listed out, HOLLIS,
  • 00:07:16
    the image search, the website, each digital product had its own instance of Google Analytics,
  • 00:07:21
    which was the old product Universal Analytics.
  • 00:07:24
    And this made it really difficult for us to report comprehensive web traffic across all
  • 00:07:29
    the library websites, right?
  • 00:07:31
    So this announcement about GA4 really gave us an opportunity to establish a more intentional
  • 00:07:37
    strategy for how we are setting up web analytics and formalizing our approach.
  • 00:07:42
    So when we are thinking about this, we really thought about, what are the future data needs
  • 00:07:48
    of the organization?
  • 00:07:49
    What are the questions we get asked about most frequently?
  • 00:07:53
    So rather than having individual instances of Google Analytics, we now have one singular
  • 00:07:58
    instance of Google Analytics 4.
  • 00:08:00
    And that same code is installed on all of the different products.
  • 00:08:03
    And with some of the new functionality offered in Google Analytics 4, that Meg will go into
  • 00:08:08
    we're able to easily filter just to show HOLLIS data in one report, or just to show website
  • 00:08:14
    data in another report.
  • 00:08:16
    So it is a lot more intuitive, and easier to generate the reports we need most often
  • 00:08:23
    with this approach to setting things up.
  • 00:08:27
    So another thing we did talk about is the other analytics products that are out there,
  • 00:08:33
    right?
  • 00:08:34
    So we some other libraries, especially are using an open source product called Matomo.
  • 00:08:40
    There is also Adobe offers, a paid solution for web analytics.
  • 00:08:43
    So there are other things out there.
  • 00:08:45
    But for us, we decided to stick with Google Analytics because one, it's what other units
  • 00:08:53
    at Harvard outside the library uses.
  • 00:08:55
    It has really good documentation, and an excellent user community.
  • 00:08:58
    It didn't require any additional technical setup, other than installing the code initially
  • 00:09:04
    on the websites that we are going to be measuring.
  • 00:09:09
    And I think the other thing is it's consistent with what staff are used to working with.
  • 00:09:15
    So for us, the benefits with Google Analytics do outweigh the drawbacks.
  • 00:09:20
    But I will say that we are aware of concerns that people have with Google Analytics.
  • 00:09:25
    And if people want to opt out of being tracked on our sites, they are certainly able to do
  • 00:09:30
    so.
  • 00:09:31
    We actually have on the privacy page on our library website, we have as part of our privacy
  • 00:09:38
    statement, a section that lets folks know that we use Google Analytics, and how they
  • 00:09:44
    can opt out if they want to.
  • 00:09:46
    So it says the Harvard Library uses Google Analytics to gather statistics for portions
  • 00:09:50
    of library websites.
  • 00:09:52
    The information gathered will be used to improve web services for patrons.
  • 00:09:55
    Google Analytics uses a browser cookie for statistical analysis related to your browsing
  • 00:10:00
    behavior on these websites.
  • 00:10:01
    If you choose, you can opt out by turning off cookies in the preferences settings in
  • 00:10:06
    your browser, or you can download it install a Google Analytics opt out browser add on.
  • 00:10:11
    So that is right there in our privacy statement on the library's website.
  • 00:10:15
    All right.
  • 00:10:17
    So that's all the context for now.
  • 00:10:20
    Here is the project team, who worked on this.
  • 00:10:23
    So in addition to Meg and myself, we had Vanessa Venti, who was the digital collection services
  • 00:10:29
    manager, and Claire O'Keeffe, our editor and content strategist from Harvard Library Communications.
  • 00:10:34
    Both of them have a lot of previous experience working with Google Analytics, and had regular
  • 00:10:40
    reports that they produced for their stakeholders.
  • 00:10:43
    So we wanted to make sure that they were going to continue to get the data they needed, and
  • 00:10:48
    also informed thinking about what questions are you all getting from your stakeholders,
  • 00:10:54
    either with digital collections, sites, or for the library website.
  • 00:10:59
    And then we also had Maura Ferrarini, who is the UX developer, and sits in library technology
  • 00:11:04
    services.
  • 00:11:05
    She was integral just to getting the code installed on all of the web products making
  • 00:11:11
    sure it was working properly, and setting up the initial instance in Google Analytics.
  • 00:11:17
    So they started as monthly meetings to plan, and talk about one, what we wanted to learn,
  • 00:11:22
    right?
  • 00:11:23
    What are the differences between GA4 and Universal Analytics.
  • 00:11:26
    And then we also work together to develop our project plan and goals, and moved forward
  • 00:11:31
    with the implementation and report creation.
  • 00:11:35
    So the main goals for the project are pretty straightforward.
  • 00:11:38
    In addition to installing the new Google Analytics for code on all of the libraries web products,
  • 00:11:43
    we wanted to, again, align the strategy for all the products and make sure current staff
  • 00:11:48
    power users of analytics and the stakeholders are getting the data that they need to answer
  • 00:11:53
    the questions that they have.
  • 00:11:56
    So we installed Google Analytics on all library websites, created a unified dashboard for
  • 00:12:01
    website analytics, and determined other reports needed by staff, established a web analytics
  • 00:12:06
    service as part of the UX team's responsibilities.
  • 00:12:11
    So again, we're using Google Analytics.
  • 00:12:13
    Now, we need to make this move before June of 2023.
  • 00:12:16
    And we were successful, which is great.
  • 00:12:18
    But we're still in the process of just helping stakeholders understand the analytics data,
  • 00:12:24
    and how it is going to be a little bit different from what they had previously seen.
  • 00:12:29
    So all the data is still there.
  • 00:12:30
    But it might look a little different.
  • 00:12:31
    It might be named something different.
  • 00:12:33
    So we also wanted to make sure that the stakeholders had the reports that they needed.
  • 00:12:38
    Though as Meg will explain, decoding, some of the technical differences with GA4, and
  • 00:12:43
    Universal Analytics, as well as finding the best reporting solution, but definitely the
  • 00:12:47
    main challenge of the project.
  • 00:12:49
    So I will pass it to Meg.
  • 00:12:51
    MEG MCMAHON: Thank you, Amy.
  • 00:12:54
    So I'm going to be talking about the implementation as described, and explained a few case studies
  • 00:12:59
    to illustrate how we choose to use the Google products.
  • 00:13:03
    So first things first, when we talk about Google Analytics, for us, we actually mean
  • 00:13:09
    for different systems.
  • 00:13:11
    We use analytics itself.
  • 00:13:12
    We use Tag Manager, Looker, and Search Console.
  • 00:13:17
    So a little bit about each one.
  • 00:13:19
    Analytics is the base.
  • 00:13:20
    It's the home of our Google Analytics.
  • 00:13:22
    All the information that's tracked is housed there, and is able to be accessed by anyone
  • 00:13:30
    who has access to our analytics property.
  • 00:13:34
    Tag Manager is where we're able to create events that track in display in analytics.
  • 00:13:39
    And these can be really specific, or really broad.
  • 00:13:42
    It really depends on the needs of our stakeholders in what type of events we create.
  • 00:13:48
    And then Looker is a Google-branded data visualization tool that integrates with Google Analytics
  • 00:13:53
    along with other online analytics tools.
  • 00:13:56
    And then we have Search Console, which is a tool to help us understand our SEO, and
  • 00:14:02
    the search terms that are bringing in users to the website, and specific pages of the
  • 00:14:07
    website.
  • 00:14:08
    That Search Console is not across every single website because sometimes it doesn't make
  • 00:14:13
    sense to necessarily have it attached to a library web property.
  • 00:14:18
    But for the most part, the ones that where it makes sense, we have it implemented, and
  • 00:14:23
    ready to use.
  • 00:14:26
    So we talked a bit about cross domain tracking at the beginning.
  • 00:14:29
    But before we just dive deeper, I wanted to touch a little bit more on it.
  • 00:14:34
    And Google Analytics 4 users are able to easily track all websites related to their library.
  • 00:14:41
    This means that all the data for each website is going into a single GA4 view, and it makes
  • 00:14:45
    it easier for us to track overall website usage.
  • 00:14:51
    And a big note to get here is that if we had all those disparate systems like we did before,
  • 00:14:59
    we would have uses of duplicative users.
  • 00:15:03
    We wouldn't be able actually to see our full user base as they move through the sites.
  • 00:15:08
    We would have a bunch of different numbers, and we won't be able to tell who was actually
  • 00:15:12
    the same user across all those different properties.
  • 00:15:15
    But now since it's one, we know that one user can move from HOLLIS to live guides to a finding
  • 00:15:20
    aid if that's their user journey.
  • 00:15:24
    With cross domain tracking, GA4 uses browser cookies to track a single user's journey between
  • 00:15:29
    sites.
  • 00:15:30
    So once, again, we're able to track those sessions easier across our sites.
  • 00:15:36
    And for those who don't actually have GA4 implemented in this conversation, you can
  • 00:15:42
    find more about how to do cross domain tracking within the data streams admin panel.
  • 00:15:50
    Currently, we have this tracking at 10 different websites under one account.
  • 00:15:57
    You saw the list that Amy had for sessions.
  • 00:15:59
    Those are all the properties we have tracking currently.
  • 00:16:04
    So the biggest difference between Universal Analytics and Google Analytics 4 is that Universal
  • 00:16:11
    Analytics was based on page views and sessions.
  • 00:16:15
    And GA4 is based on events and parameters.
  • 00:16:19
    So basically, what that means is it affects the type of analytics that GA4 is showing
  • 00:16:27
    in the overview.
  • 00:16:28
    If you've ever seen Universal Analytics, it would show pageviews first.
  • 00:16:35
    And that would be a priority.
  • 00:16:36
    Now, in Google Analytics 4, event is a page view.
  • 00:16:43
    They took page views, and made it an event.
  • 00:16:46
    They took sessions, and made it an event.
  • 00:16:49
    So everything is technically considered an event now.
  • 00:16:54
    One of the biggest things to note about this is like bounce rate.
  • 00:16:58
    A lot of people use bounce rates in the old Universal Analytics.
  • 00:17:03
    And G4 doesn't show bounce rate as front and center as it did before.
  • 00:17:08
    And they decided to instead change that event of bounce rate to something called engaged
  • 00:17:13
    sessions, which once digging into the documentation, we realize that the percentage of engaged
  • 00:17:19
    sessions are just the inverse of bounce rate.
  • 00:17:22
    So they're trying to prioritize use over non-use when it comes to GA4.
  • 00:17:31
    So reading through the Google documentation comparing UA to GA4 often help us learn how
  • 00:17:37
    to find analytics that were now deprioritized in GA4, or change our thinking on what types
  • 00:17:43
    of analytics to prioritize, or even new events that we should care about when it comes to
  • 00:17:50
    what we're looking, and interested on GA4.
  • 00:17:55
    What's really cool about GA4 is that you can even create events within analytics itself.
  • 00:18:01
    You don't have to actually use Google Tag Manager to create events if you're only going
  • 00:18:06
    to be tracking a couple of events.
  • 00:18:08
    For us, it made more sense to use Tag Manager just because we had so many events we wanted
  • 00:18:14
    to track.
  • 00:18:15
    But for those who don't have GA4 yet, you can add up to 50 tracked events just within
  • 00:18:21
    analytics itself.
  • 00:18:23
    And I'm going to talk a bit about some new features for GA4 that we are utilizing for
  • 00:18:28
    different audiences and purposes right now.
  • 00:18:32
    So one of our case studies is the exploration.
  • 00:18:36
    So on this slide, there is an example of exploration, which is located under the explore tab in
  • 00:18:42
    GA4.
  • 00:18:43
    An exploration is a new feature in GA4, where you're able to compare sessions, or users
  • 00:18:48
    against each other, or you can use it as a way to easily dig down, and answer questions
  • 00:18:53
    that you have to filter the data to answer.
  • 00:18:55
    There are a few kinds of explorations.
  • 00:18:58
    And this one is known as a segment overlap.
  • 00:19:01
    There are others you can find in the explore tab as well.
  • 00:19:05
    So the way that the segment overlap works is it actually has you create audience segments.
  • 00:19:14
    So in this case on the slide, you can see we have Harvard Library sessions, HOLLIS sessions,
  • 00:19:21
    and lib guide sessions.
  • 00:19:23
    So what this is doing is showing us the overlap of which session used both properties or all
  • 00:19:31
    three properties in the same session for library folks, or using our library.
  • 00:19:39
    This was a big question we had from upper library management, and product owners is
  • 00:19:44
    what actually is the audience overlap between our systems.
  • 00:19:48
    And using an exploration, we are able to find that answer.
  • 00:19:51
    A point of clarification on this exploration, it's filtered to our OWEN audience as well.
  • 00:19:57
    So that's 18 to 24-year-olds in the Boston and Cambridge area, or the closest identifier
  • 00:20:03
    to our undergraduate population that we can get given how Google tracks users.
  • 00:20:12
    What also is really exciting is you can't see it in this exploration.
  • 00:20:16
    But we're able to actually dig deeper and within an exploration like this.
  • 00:20:21
    And actually see what pages are driving that change.
  • 00:20:25
    So for example, we would be able to know that on Library.Harvard, someone clicks from the
  • 00:20:30
    HOLLIS tool page to go to HOLLIS.
  • 00:20:34
    We're actually able to break down what are those driving pages between the sites that
  • 00:20:39
    move people from site-to-site.
  • 00:20:46
    Another new feature of GA4 is the ability to create more customized collections that
  • 00:20:51
    you can easily access from the reports tab.
  • 00:20:53
    There are two reports that you can use.
  • 00:20:56
    An overview report and a detailed report.
  • 00:20:59
    Overall for us, we found that detailed reports are more filterable and easily customizable
  • 00:21:04
    than an overview report.
  • 00:21:06
    Reports can be on anything you want your stakeholders to easily have access to.
  • 00:21:10
    For example, we've created a collection called HL Library.
  • 00:21:13
    That includes reports for the library website for our communications team.
  • 00:21:17
    Because of our choice to do cross domain tracking, we do have to filter by hostname for this
  • 00:21:22
    report to make sure that it's only showing that data for Library.Harvard.
  • 00:21:26
    But it's very easy to filter by hostname in GA4 using report.
  • 00:21:31
    So it's a non-issue.
  • 00:21:33
    It takes you about 5 seconds to add that filter onto a report.
  • 00:21:38
    I will say a downside of the collection of this report is that currently, they don't
  • 00:21:42
    have many visualizations that make it easy to parse the data.
  • 00:21:47
    And when I talk a little bit about Looker, we'll see how we actually create better visualizations
  • 00:21:52
    using the data in Google Analytics 4.
  • 00:21:55
    I wanted to talk a bit about Tag Manager.
  • 00:22:00
    On the slide, it's a screenshot of the Tag Manager's tag page.
  • 00:22:04
    And Tag Manager has a really specific job in the Google Analytics like Suite.
  • 00:22:09
    And it's to create tags that are tracked as events in GA4.
  • 00:22:12
    We use it to create hostname specific tags based on our stakeholders questions or website
  • 00:22:17
    usage.
  • 00:22:20
    To illustrate this, we've worked with the communications team to create a set of tags
  • 00:22:23
    for the library website that they used in UA.
  • 00:22:28
    And we had to migrate to the GA4 instance of Google Analytics for Tag Manager property.
  • 00:22:37
    So we actually use that opportunity to evaluate the current needs that the communications
  • 00:22:41
    team had to find out if they were the same as four years ago when those initial tags
  • 00:22:46
    were created.
  • 00:22:48
    We talked about their goals, what they would do with the data, and that their current communication
  • 00:22:53
    goals.
  • 00:22:54
    Together, we came up with a new set of events to tag in our GA4 instance.
  • 00:23:00
    And as a note, I want to have a pro tip.
  • 00:23:03
    It's really helpful to have naming conventions and use folders if you're using Tag Manager.
  • 00:23:09
    It helps with the filtering that you can do both in the explorations tab of GA4 and in
  • 00:23:15
    Looker studio easily when you have a naming convention for a website or a page type.
  • 00:23:24
    And now on this slide, there's an example of the data visualization created by Looker.
  • 00:23:30
    Looker was previously known as Google Data Studio.
  • 00:23:33
    If you had ever heard that name before, we use it to create data dashboards for stakeholders,
  • 00:23:39
    committees, and product owners.
  • 00:23:41
    And Looker, we're able to create extremely specific and detailed visualizations that
  • 00:23:46
    fits their needs.
  • 00:23:47
    I will say that we often like to give this view to stakeholders because it's a little
  • 00:23:51
    more digestible than a report itself in analytics because there is some more visualization opportunities.
  • 00:23:57
    Right now, what you're seeing is the view of our all analytics data dashboard, which
  • 00:24:03
    includes all of our library properties put together.
  • 00:24:07
    So this is just an extremely high-level dashboard as you can see.
  • 00:24:12
    But you can see here, we can change at the very upper right like what dates we're looking
  • 00:24:19
    at.
  • 00:24:20
    And since we did this presentation in March, the dates might be a little less fresh than
  • 00:24:25
    Amy's that she had for the sessions.
  • 00:24:30
    But you get an idea of what that kind of looks like and what those numbers are for our population.
  • 00:24:37
    We also use Flickr to compare specific pieces of data for all the websites in one place.
  • 00:24:42
    For example, this view is all website sessions.
  • 00:24:46
    Amy showed that in a different way.
  • 00:24:48
    But this is a way that it could look using look or studio.
  • 00:24:53
    It's really easy to confirm suspicions about your different websites, and website usage
  • 00:25:02
    when you have this type of data, and you're able to filter specifically by hostname.
  • 00:25:06
    For example, we've long suspected that our library catalog was our most trafficked website.
  • 00:25:12
    And by comparing it with other properties in the same view, we're able to see just how
  • 00:25:17
    much more there are sessions as opposed to any other library website.
  • 00:25:22
    Another decision we've concluded from a view like this is that we need to put more resources
  • 00:25:27
    to understanding how to promote our other search systems.
  • 00:25:30
    So there's a lot of different things that you can gain by looking at the websites together
  • 00:25:35
    in a view like this.
  • 00:25:38
    And I just wanted to touch on a very specific dashboard that we've created.
  • 00:25:45
    We've created this dashboard for D2D, for folks who are working with metadata on all
  • 00:25:51
    this.
  • 00:25:52
    And this allows us to actually dig down more into those events that I was talking about
  • 00:25:58
    that was created in a Tag Manager.
  • 00:26:01
    We can see on the lower right, the individual record clicks.
  • 00:26:06
    We can actually track how many times someone clicks, for example, to open a HOLLIS search
  • 00:26:14
    result, or something like if they choose to export-- Oh, gosh.
  • 00:26:21
    How am I forgetting the word?
  • 00:26:25
    Citation.
  • 00:26:27
    Export a citation.
  • 00:26:29
    But as you can see, we have a lot of different things that we're tracking.
  • 00:26:33
    We're tracking the filters people are using in the system.
  • 00:26:36
    We're tracking how they sort it.
  • 00:26:38
    That's about what this dashboard is for.
  • 00:26:44
    And then I wanted to just chat a little bit about Google Search Console.
  • 00:26:47
    Once again, we're able to actually view what keywords, brings users to our site, and understand
  • 00:26:55
    that the SEO and sites standing for specific pages.
  • 00:26:59
    One example that we have that's really high up is our think tank live guide.
  • 00:27:05
    When people search something like Think Tank, our guides actually really high up in the
  • 00:27:10
    results.
  • 00:27:12
    And people often, even if they're not Harvard users, go to our live guide to view that data.
  • 00:27:17
    And we're more easily able to tell that from something like Google Search Console.
  • 00:27:24
    For my final case study, I just wanted to discuss how we use an analytics review as
  • 00:27:30
    a UX method for current research objectives to support something like the discovery of
  • 00:27:35
    our special collections.
  • 00:27:37
    We have about four different systems that we use for special collections at Harvard
  • 00:27:41
    Libraries.
  • 00:27:42
    And we were curious about the patron usage of those systems.
  • 00:27:45
    Prior to this review, we had thought that our discovery systems for special collections
  • 00:27:49
    and archival materials were not as heavily used as our primary search system HOLLIS.
  • 00:27:57
    But something that we learned from actually doing an analytics review is that those sites
  • 00:28:01
    were getting way more traffic than we originally had thought.
  • 00:28:06
    We also started to create events to be tracked within those discovery systems.
  • 00:28:11
    For example, with our HOLLIS for archival discovery instance, we're tracking which repositories
  • 00:28:19
    are used to most often like during session usage, right?
  • 00:28:24
    Because views in a specific finding aid, there could be a lot, but it could be the same session.
  • 00:28:29
    So it's a little more interesting to look at that session usage.
  • 00:28:33
    And also, that helps us to be able to filter better for repositories who want more detailed
  • 00:28:39
    analytics, where they're finding aid usage as well.
  • 00:28:45
    So we're using new events and new tags to also help with that special collection discovery
  • 00:28:53
    piece here.
  • 00:28:54
    Both the events and session data is going to help us inform strategy for special collection
  • 00:29:00
    discovery over the next three years and promotion of those discovery systems.
  • 00:29:05
    Our stakeholders can now feel more confident in the decisions they are making with our
  • 00:29:10
    discovery systems because we are better able to see their usage and connections between
  • 00:29:15
    their system and other systems.
  • 00:29:18
    I wanted to touch briefly on lessons learned during this process.
  • 00:29:22
    Because it wasn't all smooth sailing.
  • 00:29:24
    There are a lot of little bugs that we had to sort out as it is when you're implementing
  • 00:29:28
    anything new.
  • 00:29:31
    One of the biggest things is with all vendor products.
  • 00:29:33
    You're not actually often able to fully predict what changes are going to make, and how that's
  • 00:29:38
    going to affect you, and how you would set up your current practices.
  • 00:29:42
    A primary example is when Data Studio switched to Looker, in the switch, Looker decided to
  • 00:29:47
    enforce API quotas.
  • 00:29:49
    So basically that means the act of pulling data from GA4 to a dashboard in Looker.
  • 00:29:56
    This made it really hard, at the beginning, to access a lot of data for our dashboards.
  • 00:30:05
    And as you can see on this image here, there was a data quota error.
  • 00:30:10
    Since the internet, and GA4 community rose up against this, they've definitely are a
  • 00:30:19
    little more lax with this API quota issue.
  • 00:30:22
    But we needed to adapt how we were sharing these data dashboards, and how we were creating
  • 00:30:31
    them to make it a little bit better to not hit a data quota as easily during this process.
  • 00:30:38
    Another thing that I wanted to touch is that in the reports and collections on GA4, you're
  • 00:30:44
    unable to filter data as specifically as you could in Looker or explorations.
  • 00:30:50
    For us, this really helped us decide that our primary output for stakeholders would
  • 00:30:54
    actually be more of an exploration or a Looker dashboard opposed to creating a bunch of separate
  • 00:31:03
    views within just the reports tab of Google Analytics.
  • 00:31:06
    But that was something we definitely had to contend with, and think about when it comes
  • 00:31:11
    to how we share the data that exists there.
  • 00:31:14
    And then another thing I wanted to say is that meeting facilitation is key.
  • 00:31:20
    We know that a lot of folks are really excited about this change.
  • 00:31:24
    And we've found it best to really talk with folks about what their goals are.
  • 00:31:28
    Because it's really easy to fall into the trap, I would say, of collecting data for
  • 00:31:34
    data's sake.
  • 00:31:37
    And the thing is with using a free tool like Google Analytics, there are some, I would
  • 00:31:42
    say, limits to how many events we could create for Tag Manager.
  • 00:31:47
    I actually recently come up to-- I came to a problem when I was trying to do something
  • 00:31:51
    with live guides, where I created too many filters, and I had to delete all my work.
  • 00:31:57
    Because we decided it wasn't worth having all these filters for the live guides piece.
  • 00:32:03
    But talking with folks and understanding the goal can help us better create tags and reports
  • 00:32:12
    that actually help work get done and decisions be made for the future.
  • 00:32:18
    And I'm going to pass it back over to Amy to talk a bit about sharing our work.
  • 00:32:22
    AMY DESCHENES: Awesome.
  • 00:32:24
    Thanks, Meg.
  • 00:32:26
    I will add that my biggest lesson learned from all this work is that Google Analytics
  • 00:32:32
    4 is not like Universal Analytics.
  • 00:32:36
    And it's really important to keep telling people that.
  • 00:32:39
    Especially if folks have had the experience of in virtual analytics, where you go in,
  • 00:32:45
    and click on things, and go down rabbit holes, and explore.
  • 00:32:49
    And I feel like Google intentionally changed the way they do analytics to cut down on that
  • 00:32:57
    possibility of behavior, where the best thing to do is go in with a question, right?
  • 00:33:04
    It really forces you to have that question ahead of going in and poking around, right?
  • 00:33:09
    And I think you are able, especially in explorations, to still do that kind of very specific type
  • 00:33:16
    of exploration you want to do.
  • 00:33:20
    But it is a little bit more effort is required, I would say, of the person who is doing the
  • 00:33:25
    exploration.
  • 00:33:26
    So I would say for folks on your teams, who are interested in Universal Analytics, definitely
  • 00:33:33
    encourage people to do the trainings that are out there to watch a couple of tutorials,
  • 00:33:37
    so they understand and they're not like, hey, I always looked at bounce rate.
  • 00:33:41
    It was right there.
  • 00:33:42
    Where to go?
  • 00:33:43
    So you need to introduce a really-- isn't about bounce rate anymore.
  • 00:33:47
    It's more about the opposite, which is the engagement rate.
  • 00:33:50
    So I think just encouraging folks reminding people that it is really different, I honestly
  • 00:33:57
    wish they had redesigned it as well because it still looks very similar to old Google
  • 00:34:02
    Analytics.
  • 00:34:03
    But the approach they take, the interactions in the reporting, and just in the ability
  • 00:34:09
    to browse in Google Analytics, it's very different than it was with Universal Analytics.
  • 00:34:15
    All right.
  • 00:34:18
    So the last piece I wanted to share out is how we are sharing all of this work, and letting
  • 00:34:23
    folks know that they are able to ask us questions, we're able to pull reports.
  • 00:34:29
    We've been to a couple of different library committee meetings just sharing for the different
  • 00:34:33
    product teams, what information we can share.
  • 00:34:38
    We did an all staff email just explaining that this service is available, and we can
  • 00:34:43
    ask you to one off questions, or that it can be part of a bigger research study.
  • 00:34:47
    When we did a presentation to different members of the leadership, those folks who are in
  • 00:34:52
    leadership, especially for technology and for communications, then we've been doing
  • 00:34:57
    other presentations as well.
  • 00:34:59
    And obviously, sharing here today.
  • 00:35:01
    And I have seen a couple of questions come in the chat.
  • 00:35:04
    But we are very happy to stay, and talk to you more about things we learned, and answer
  • 00:35:10
    your questions.
  • 00:35:11
    MEG MCMAHON: Thank you so much.
  • 00:35:14
    I'm going to stop.
Tag
  • Google Analytics 4
  • User Experience
  • Harvard Library
  • Web Analytics
  • Data Strategy
  • Cross-Domain Tracking
  • Digital Transformation
  • Stakeholder Engagement
  • Event-Based Tracking