Interactive Powerpoint_How to Master effective communication
Bridging the Gap: Effective Collaboration Between Circulation and Reference
1. Bridging the Gap: Effective
Collaboration Between Circulation and
Reference
Jennifer Bartlett & Terri Brown,
University of Kentucky Libraries
KLA/KSMA Joint Conference
September 29, 2011
2. Issues
One big building, several service points
Hub (Information Commons) – basement
AV Desk – basement
Circulation – 1st floor
Reference Desk – 2nd floor
Periodicals Desk – 2nd Floor
3. The Urge to Merge
Advantages
More economical use of staff
Less confusion for patrons
Disadvantages
Too many services at one desk
Difficulty of training staff on widely different tasks
Space problems
4. What We’re Doing
Space and storage
Lost and missing items
Integrated chat service
Implementation of LibAnswers system
Joint meetings between the two departments
Fourth Fridays
5. Lost in Space!
Space and Storage Committee
Facilitate and coordinate library space & storage
issues
Advise Libraries about retrieval and delivery of
stored mat’ls
Communicate and provide info concerning space &
storage
Lost and missing items
Define the current problems in the catalog
Recommendations for clearing the backlog
Recommendations for addressing the ongoing
problem
6. On the Front Lines…
Integrated chat service
Implementation of LibAnswers system
7. Keeping in Touch
Joint meetings between the two departments
Fourth Fridays
8. What outcomes do we hope to see?
More effective communication
Increased camaraderie
Working together to address
public service issues
Learning and/or tweaking skills
through 4th Friday sessions
And our #1 goal always—the
ability to provide better service
9. Tying in to the Strategic Plan
VALUES
Collegiality
We value cooperation and collaboration
We commit to creating an environment that
encourages collegiality
Creativity
We value innovative ideas and flexible solution
Service
We commit to quality services that meet or exceed our
users’ expectations
10. Strategic Plan…..
ATTENDING TO THE BASICS
Provide access to materials and information
Offer the highest quality to users
GOALS
Goal 3 Opportunities for Growth and Enhancement,
Objective 3.3.3 Continue reviewing, analyzing, and
implementing improvements to library services,
hours, and security to provide creative, flexible,
and safe learning environments
12. Other Ideas/Possibilities
Basic cross-training of faculty/staff
Greater appreciation/understanding of work done at both
desks
Reduction of bouncing students from one desk to the
other
Ability to generate new ideas regarding workflow and
policies from those being cross-trained
Improve student assistant training in both groups
Standardize knowledge base
Set common high-quality service standard
Build technical skills
Cross –train and share students when possible—this not
only helps in times of budgetary restraints, it also gives
GAs and other library science students a wider view of
public service
Invite GAs and student supervisors to 4th Friday
13. Other…..
Create Student Advisory Group
Consist of volunteers from across campus
Meet a couple of times a semester for feedback and
perhaps to try out new services
Your Ideas?
14. Question for Discussion
Does your library have a combined reference and
circulation desk? What are some advantages and
disadvantages?
15. A B and B Production
Jennifer Bartlett, Head of Reference Services
jen.bartlett@uky.edu
Terri Brown, Head of Circulation
terri.brown@uky.edu
William T. Young Library
University of Kentucky
Notas do Editor
For our purposes, omitting AV – their work is pretty specializedYoung Library is on a 24/5 scheduleDuring the 2009-2010 school year:Gate count = 1,024,141Questions asked at Circ Desk= 17,370Questions asked at Ref Desk = 13,597Questions asked at PNM Desk = 5,682Questions asked at Hub Desk = 4,099 Total questions = 40,748Building is a problem
The urge to merge One trend in public services is the combining of reference and circulation into one public services unit however, less on combining reference and circulation into one service point, especially at a large academic research libraryExamples of merged circ/ref areas Duke University Med Center (Durham, NC) - 2005Appalachian State University (Boone, NC) – January 2008Georgia Institute of Technology Library (Atlanta) – Spring 2012We are not currently planning on doing thisDiscuss advantages and disadvantages
Space issuesSpace & Storage Committee issuesfacilitate and coordinate library space/storage issues and projectsTo advise the libraries regarding the retrieval and delivery of stored materialsTo communicate and provide information concerning space and storageTo participate in discussions regarding use of library space when such discussions will impact materials shelving and storage.Projects involving both Reference & Circulation:Duplicates Review process which involves the identification, review, and retention or removal of duplicate monographs from the circulating collection. Process requires action on the part of CTS subject selectors as well as Circulation and Special Projects staff. As of the end of May, 736 duplicate items were withdrawn from the collection. Circulation staff worked on compacting and shifting 3rd floor periodicals in order to create space that could ultimately accommodate expansion of the monographs collection down to the 3rd floor.Special Projects transferred 615 titles to KUSI from the Z call number range in Reference; 8,786 volumes were transferred in 578 boxes. Two volumes were transferred to Young stacks and 58 volumes were withdrawn. From the Gale list, 38 titles (280 volumes) were transferred from Young Reference to KUSI in 31 boxes, and from the Oxford list, 78 titles (106 volumes) were transferred from Young Reference in 10 boxes.Lost and missing items task forceCharge – In response to various library survey comments and requests from collection managers, the Task force will develop a set of recommendations to redesign the existing missing and lost item policy and procedures. The recommendations will address at a minimum the following points:Define the current issues associated with missing/lost item records in Voyager; estimate the number of records to be up-datedDraft a set of recommendations for rectifying the current issues as definedDraft a set of recommendations addressing the on-going processing of missing/lost items Develop a procedural document for the processing of new missing/lost book items; procedures should include record review timeline, when to suppress Voyager records and steps in the collection management decision process
Chat Service (LibraryH3lp)allows multiple librarians to receive chats from its own chat widege or a Meebo Me widgets as well as IMs from patrons on other IM networks such as AIM, Yahoo!, MSN, Google Talk, ICQroutes messages to multiple librarians, only the first one to respond "wins" the chat and becomes connected with the patron.Mobile friendlyLibrarians can transfer any chats, IMs, or text messages to each other as neededbackend for service creation, management, and centralized transcript storage, download, and deletionLibAnswersreference (ask-a-librarian) platform with a built-in knowledge baseUsers search the knowledge base of answered questions; has auto-suggestusers can submit their own questions, so the knowledge base grows as new questions are answeredChat, Twitter and widget integrationHas SMS moduleKeeps statistics
Joint meetings – 1st one was on Sept. 7Circulation and reference reportsPublic PC Policy The general feel of the group was that there is no need for a regularly scheduled public services meeting with the two departments. At most, we could meet a couple of times per semester or per year. Public service problems are fairly immediate and need to be addressed right away. However, it would be useful to reinstitute reference training, for example: Covering the basics:Basic reference interview skillsSession from new G.A. trainingCirculation policy reviewAnything in terms of patron interactions Jen B. will put together a “Fourth Friday” session for the two departments – the first was this month – chat service!
Communication: Departmental email—each department is good at forwarding misdirected patron questions/requests to appropriate department Head of Circ is on reference email and Head of Reference is on circ email Reference has blog they are going to share with Circ Circ has wiki they are going to share with Reference New Chat???? Joint meetingsCamaraderie: Opportunities to work together and share ideasPublic Service Issues: share information on building issues, problem patrons, events that might effect the whole library and/or service areasBetter Service: The more we work together, the more we learn about each department, the more we are able to serve our patrons and avoid bouncing them from desk to desk
Public Services is not really a big part of the strategic plan Although the collegiality is in general meant on a larger scale—outside the library—why not start within?Continuing that thought, if we are creating an environment for the larger campus/community, should it not begin at home?Creativity—in these tight budgetary times, we all have to be creative and flexible in just about everything we do. By working together, we increase the quality of our service without touching the budgetService—Again, by working together, learning about each other and sharing ideas, we increase our service skills and will be able to hopefully not only meet our users’ expectations, but exceed them
Basics stated. That’s what we are here to do.Goals—with budgetary restraints, staffing shortages, and constant technology changes, we all have to constantly review and analyze our hours and services.
Time—everyone has so much to do. This is just something else we have to fit into our busy schedules.Cross-training: Buy in from faculty/staff Time to do it Deciding what are the appropriate levels of training for everyone Keeping up the new skillsMaintaining engagement: How do we keep this going? Keep it relevant. So many good programs fall to the wayside after the initial fanfare. It would seem it would be more of a tendency with 2 groups. Must keep meetings focused and productive.
Cross training faculty and staff :Greater appreciation/understanding of work done at both desksReduce bouncing patrons from one desk to anotherGeneration of new ideas regarding workflow and policiesImprove Student Assistant Training:Standardize knowledge baseSet common high-quality service standardBuild technical skillsShare students when possible—this not only helps in time of budgetary restraints, it also gives GAs and other library science students a wider view of public serviceStudent Advisory Group would be created from volunteers and would give feedback and all us to test new products and services