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AskHELIN Virtual Reference Pilot Project

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ITIG Panel Discussion Virtual Reference. College of the Holy Cross. November 4, 2002 ... Sunday Thursday, 3 p.m. 10 p.m. Scheduling. 8 institutions 36 ... – PowerPoint PPT presentation

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Title: AskHELIN Virtual Reference Pilot Project


1
AskHELIN Virtual Reference Pilot Project
  • Using the LSSI software
  • ITIG Panel Discussion Virtual Reference
  • College of the Holy Cross
  • November 4, 2002
  • Presented by Janice Schuster and Susan McMullen

2
Why Virtual Reference
  • Need demonstrated by literature and growing use
    of technology
  • History of collaboration among HELIN reference
    librarians
  • Monthly consortium reference committee mettings
    offered an excellent opportunity to work on
    project
  • Formed subcommittee to study

3
Subcommittee Work
  • First concern how to proceed
  • Problem 8 institutions with different staffing
    models, resources and clientele
  • Surveyed our library staffs at 8 institutions
  • Results of survey see handout 1

4
Subcommittee work cont.
  • Preliminary Proposal for investigating a HELIN
    virtual reference service Oct. 2001
  • See handout 2
  • Pilot Proposal revised May 2002 based on HELIN
    Managers input
  • See handout 3

5
Software
  • Software demos -- LSSI Convey
  • Chose LSSI
  • A recognized leader in Virtual Reference
  • Adapted software to meet library needs
  • Offered co-browsing
  • Offered customer support and training
  • Software resides on their server
  • Librarians can log in from anywhere

6
Staffing
  • Based on availability
  • Not all institutions participate for the same
    number of hours, but all participate at the same
    level
  • Meeting to discuss scheduling - very interesting
  • We were able to pool everyones hours and devise
    a schedule that covered all hours of operation
  • Sunday Thursday, 3 p.m. 10 p.m.

7
Scheduling
  • 8 institutions 36 librarians
  • Institutional shifts 1 to 4 hours librarian
    shifts usually 1-2 hours
  • VR administrator at each institution

8
Software Training
  • Initial fee to LSSI includes 9000 for software
    set-up and training.
  • Cost covered training for 24 librarians over a 2
    day period.
  • Additional training offered by HELIN VR
    administrators

9
Training Topics
  • Basic and Interact Toolsets.
  • Co-Browsing Escorting
  • Materials Sharing
  • Transferring Conferencing
  • Online Meetings

10
Getting Started Forms
  • 2-3 week lead time required before going live.
  • Implementation Forms for
  • Librarian logins
  • Designing web site log-on form for patron
  • Default messages wait screens, service closed
  • Messages for patron log-off screens call
    resolution codes
  • Where to send secure web transcripts
  • Create patron satisfaction survey

11
Using the LSSI Software
  • Configuring your browser only works with
    Internet Explorer
  • Librarian logs on and opens up the Session Inbox,
    then picks up the AskHELIN Interact queue to
    monitor

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18
Start-up Problems
  • Proxy for databases not working
  • Librarians being logged out (kicked off)
  • Slow connections lost as many patrons as we
    helped in the first month
  • Survey not loaded promptly
  • Need for customer support

19
Reports
  • Session Summary - can sort by date time
  • Detailed transcripts of sessions
  • Login Data allows sorting by
  • Institution
  • Patron name
  • Type of Patron (undergrad., faculty, etc.)
  • Librarian
  • Resolution Code

20
Survey Results (only 17 responses thus far)
  • 94 of users reported at least monthly, if not
    daily or weekly use of library electronic
    resources
  • 88 either agreed or strongly agreed that Ask
    HELIN provided them with the information they
    needed
  • 88 said that the service made them more aware of
    information resources provided by the library

21
Survey Results cont.
  • 88 did not experiencing technical difficulty
    (however reports indicate that in October 1/3
    were logged off or lost before they even got to
    the survey)
  • 94 feel that AskHELINs hours of operation met
    their needs
  • 100 of respondents said they would use the
    service again

22
Survey Results cont.
  • 24 of respondents said they would rather ask
    their question by another means email, in
    person, phone.
  • 94 responded that they were occasional or
    frequent users of the library.

23
Future
  • Still early only one month of survey results, 2
    months of data
  • Need to overcome system glitches and resolve
    proxy
  • Ensuring quality control within the consortium
    environment
  • Need more marketing!
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