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Playing Well With Others. Collaborative Virtual Reference Services. Nancy Huling University of Washington Libraries Law Librarians of Puget Sound Workshop 29 April 2009. ~ OR ~ Move the Question, not the Person. Outline. Definition Why virtual reference? Virtual reference @ the UW
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Playing Well With Others Collaborative Virtual Reference Services Nancy Huling University of Washington Libraries Law Librarians of Puget Sound Workshop 29 April 2009
Outline • Definition • Why virtual reference? • Virtual reference @ the UW • Staff attributes • Advantages/Benefits • Challenges/Pitfalls • Overview of QuestionPoint • Best Practices Activity
Definition • Use of digital technologies by both user and library staff to interact on and respond to an information inquiry • Includes email, web forms, instant messaging (IM), and “chat” • Digital and Virtual used interchangeably
Why offer this service? • Our users are online --Pew Internet Reports --Assessment studies (Libraries & UW Tech) • Our resources and services are online • Provides options for users --anytime, anywhere service --unable to come on campus --Library anxiety! --Convenience (even when on campus) --Facilitates communication
Facts about the UW • Public research university • 42,974 students • 27,600 faculty and staff • Three campus locations: Seattle (main); Tacoma; Bothell (library shared by Cascadia CC) • 17 colleges and schools, including medicine and law
Early virtual reference @ the UW Info email 1992 Ref email 1992 247ref.org chat 2002 Question list Unit email 1988+ Question list Transcripts list Question list
Virtual Reference @ UW Today OCLC QuestionPoint Software Webform & chat -- all units
VR Timeline @ the UW • Email services offered since the late 1980s • Implemented 24/7ref chat in collaboration with Cornell University in January 2002 • Beta site for OCLC’s QuestionPoint , 2002 • Continued with 24/7 ref chat software until merger with QuestionPoint in mid 2005 • Joined the QuestionPoint 24/7 chat cooperative in September 2005 • Participate in the Washington State Academic Cooperative
Staff Attributes • Passion for providing reference & information services • Skills & abilities • Good instincts • Knowledge • Commitment to learning & growth • Enthusiasm • Team player/Trust • Ability to multitask
Advantages/Benefits • Serves users anytime, anyplace • Preferred medium for those not in region (studying abroad, online students) • Serves users with physical or language challenges • Questions can easily be moved from chat to email, to subject experts or partner libraries • All virtual questions appear in a single list • Questions received at desks or via phone can be added to system • Many minds enhance quality of response: the power of us • Economical: we share resources through collaboration
And more . . . • Reference transaction documentation • Encourages collaboration • Encourages sharing of knowledge & expertise • Challenging questions • Learn from colleagues • Develops creativity • Hones communication skills • Great starting point for students
Challenges/Pitfalls • Staff buy-in (the “they must come to the library” syndrome) • Resistance to collaboration • Only we can answer questions for our users • Online communication environment • Question negotiation: determining the real information need • Learning how to manage user expectations • FEAR of failure & out of comfort zone
Move the question: How? Links to virtual assistance • Use QuestionPoint to manage all questions • All Libraries webpages link to the same chat or email form • Questions are answered, assigned, or referred as appropriate • Staff are trained on followup options
What happens when . . . • You move virtual help links front & center on your web page • You place persistent links on every secondary web page • You add Qwidget – a simple Meebo-style IM box • Your users are offered multiple options for assistance • You respond to questions 24/7 • You seamlessly move the question, not the person ?
Favorite Comments Thank you SO MUCH. Chatting to you is like a multiple course asian meal. More good service just keep coming :-) ok Nancy...you are a genius :-) OMG thank you. YOU must be a total smarty. This is a lot of brain working and investigating WOW, not only a great service but follow up! I’m impressed – if I can provide the level of service that you do my enterprise will be a real success, thank you. Yes, I would very much appreciate your forwarding my request to Olympia. Thank you again for your hard work and thoroughness.
Best Practices • What constitutes best practices in virtual reference?