"in matters of principle, stand like a rock; in matters of taste, swim with the current.” the...

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"In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information and civic space freely to help people become good citizens, reach their goals, or pursue their interests. But the techniques we use to guarantee that this principle lives on will have to change to match the predispositions of this new generation. Thomas Jefferson Thomas Jefferson

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Page 1: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

"In matters of principle, stand like a rock; in matters of taste, swim with the current.”

The unwavering principle of public libraries is to offer information and civic space freely to help people become good citizens, reach their goals, or pursue their interests. But the techniques we use to guarantee that this principle lives on will have to change to match the predispositions of this new generation.

Thomas JeffersonThomas Jefferson

Page 2: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Customer Service in a Self-Check World

Summer-Fall 2007

Instructor: Cheryl [email protected]

Page 3: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Overview New customer expectations OCLC perceptions of libraries report Support self-sufficient users What we learn from Envirosell Technology and customer service What can you change now?

Page 4: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

All Customers

Want to feel welcomed and respected

Want to be successful

Want what they want when they want it

Page 5: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

People These Days Are…

Time-challenged On information overload Always learning Have expectations of 24/7 service Suffer from compassion fatigue Format agnostic

Page 6: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Who’s Your Customer?

More ends of the spectrum tech-savvy users low-literacy users

Older adults Spanish speakers Those who need access to government Those new to your area

16.7% of population move each year

Page 7: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

You Only Get One Chance to Make a Good First Impression!

8 seconds for first impression

4 minutes to decide if they like you

15 minutes to confirm or deny their decision

Page 8: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

The New Customer Self-directed

navigates independently wants to do straightforward tasks without assistance

Want help: at the point of need with complex tasks

Culturally-linguistically-generationally diverse Expect convenience Tech-savvy customers expect

to have Internet options to get recommendations from peers to participate

Page 9: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Solutions to Meet Needs of New Customer Expectations

Empower users to self serve Prepare before people come in Teach Merchandise Use your website

Page 10: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

OCLC Perceptions of Libraries www.oclc.org/reports/2005perceptions.htm

3,300 responses from information consumers in US, Australia, Canada, India, Singapore, and UK

Figure out what the libraries “brand” is in the eyes of civilians

Page 11: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Libraries Are Valued

75% have library privileges 55% use public libraries several times a year or

more Adult use of libraries slight decline last few years

expect slight adult increase in the next few years

Increased usage by 14- to 24-year-olds 40% of college students use public library

regularly

Page 12: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

People Prefer to Try On Their Own

All users combined 65% never ask for help at the library 35% ask for help at the library

Those who do ask value the librarian 76% who seek help go to the reference desk 77% who get help believe librarians add value to

the research process

Page 13: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Most trusted source of info for people is a trusted friend or colleague

Search engines are preferred sources of information

The library never ranks higher then fifth in surveys of where to go for info

Where Do They Go for Info?

Page 14: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

What Do We Learn From OCLC Report?

65% of library users borrow books Reference desk not most important People unaware of electronic resources

58% not aware of online databases 33% don’t know about library website

Find ways to get material to people People prefer to self-serve

Page 15: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

The Library Brand

70% say “books”

It’s not the librarian Free choice learning

No one else does this well, we need to own it

A place to participate with the community

Friendly and competent service

Page 16: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Service Can Be One of the Libraries Competitive Advantages

Americans say that the way they are treated by business and customer service employees is frequently exasperating, and sometimes even insulting. Too many workers, they complain, are careless, apathetic, and unhelpful. Almost half of those surveyed say that they have walked out of a business specifically because of bad service, and the number is even higher among affluent Americans.

from Publicagenda.org website

Page 17: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Accentuate the Positive?

No cell phones Out of Order Closed No food or drink Quiet Please Children only Please do not reshelve

Donation vs Fine Extended use vs overdue Express check Others?

Page 18: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Creating Self-Sufficient Customers

Set up the physical environment

Teach for future visits

Use your website

Page 19: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Prepare to Serve Observe current behavior Set up the environment so basic questions are

answered signage, architecture pathways with rugs, location of shelves, color self-serve options identified most used product/service easy to find

Make routine transactions independent Cross train staff

Page 20: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Routine Transactions Self-checkout

must be located near help there is some evidence that controversial topics circulate

more with self-check Self-return

get immediate receipt for return get more items faster

Place and pick-up holds Self-service library card registration

user keys in info for new library card at one Contra Costa branch 70% of library cards at new

library issued this way

Page 21: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Success of Self-check Depends on…

Staffing New, flexible roles for ref and circ staff Location of machines and available staff Training

Self-check works when it’s clearly Self-check works when it’s clearly the best option for the customer.the best option for the customer.

Page 22: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Self-Serve Gives Staff Time to…

Greet

Merchandise

Reshelve books

Help new or confused users

Spend more time on individual solutions

Makes your work more interesting and less repetitive!

Page 23: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Empower for Future Needs

Do not magically find and give an answer

Offer to help them learn

Tell them about other resources don’t overwhelm

Teach them to search the catalog

Promote remote access via website

Page 24: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Teach, Not Do

Share your “expert” strategy Explain what you’re doing Let them see what you’re doing Let them “drive” No jargon

Page 25: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

What Complicated Services Do You Offer That People Commonly Ask For Help With?

Search your catalog for books on CD Downloadable audio E-books Find and use a popular database What is Readers Advisory and how to get it Better results with Google How to print from the web with YOUR print

management system

Page 26: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

What Do You Do to Make New Users Comfortable?

New user pamphlet Audio tour downloadable to IPOD

for physical building for website

Map of library Color code signs or parts of library New user scavenger hunt

Page 27: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

What Role Can Technology and your Website Play in Customer Service?

Wireless Internet access Remote reference RSS feeds Catalogs with

book images tagging public recommendations

Page 28: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Offer Wireless Internet Access

Saves the library money – don’t need as many PC’s

Shouldn’t require a login Know where and how it works Want to attract this audience

Page 29: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Remote Reference

Instant messaging stay-at-home moms are biggest growth area

Email reference Text messaging Chat

Page 30: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Use RSS Feeds for Instant Notification

New books News at the library New content in subscription databases New podcasts or vidcasts www.hclibrary.org/services/rss.php for good

FAQ and list of feeds

Page 31: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Self Serve via Your Website

Remote access to customer account Remote access to databases Ability to search the catalog and place holds E-books E-card that you can apply for online that allows

access to e-resources Email notices of books due soon or reserves

available www.libraryelf.com/Demo.aspx

Readers Advisory

Page 32: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Each generation of library users has changed the library in one way or another:

50 years ago, there were no romance novels in the library

20 years ago, there were no movies in the library 10 years ago, there was no email in the library The Millennial’s have contributed “gaming”

Jenny Levine

Page 33: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Patron 2.0 is not just a content consumer but is a content creator

Page 34: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Use Web 2.0 to Serve Customers

Create recommender services like Amazon or Netflix staff to public public to public use blogs and wikis

Be on myspace,flickr, youtube, and wikipedia Podcasts

Audio book reviews, library tour Vidcast

Storytime, author visits

Page 35: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Examples of Good Customer Service via a Library Website

www.queenslibrary.org/ Aquabrowser User centric tabs Personalize with “My Queens Library” Multiple languages available from top left Moving image Lots of graphics/photos Events Books

Queens Library Recommends and Most Popular

Page 36: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Examples of Library Websites Using 2.0

www.aadl.org/catalog Tagging Customer reviews Blogs w/option to comment Rss feeds Fines payment history Patron-initiated ILL

Page 37: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Offering New Services

Technology needs to… be easy to use be reliable have consistent procedures

Staff needs to: be trained to use the technology have time to use it be able to train the public

Page 38: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Pierce County Institutes Self-Check

Five remodeled branches

Average circulation is about 70% ExpressCheck

Customer surveys show a 90% approval rating of the new service model

Staff have fewer health-related problems caused by repetitive tasks

At any given time, one to two additional staff people are available on the floor

www.libraryjournal.com/article/CA6400918.html

Page 39: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

New Roles for Staff

Empower users to self-serve “you can do it, we can help”

Cross train staff to answer routine questions common catalog questions directional questions

Keep learning participate in blogs/wikis

All staff teach

Page 40: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

The Science of Shopping

The decompression zone

People go right

Signs

Product placement

Page 41: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

The Decompression Zone

When you enter the buildingChange in lightMoving quicklyNo decisions for 10-15 feet I’m on a mission, wait until I’m finished

Page 42: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

People Tend to Look and Go to the Right

Use space accordingly customer service

important information

welcoming first impression

Page 43: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Signs

Before you place a sign ask: what will shoppers be doing here? moving fast? waiting? browsing?

Use consistency, color, and placement Each zone is right for one kind of message

and wrong for another type size and design relate to audience

Page 44: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Product Placement

Merchandise for intended audience shelf height what is their eye level? what is their reach? do they need better lighting?

are they likely to ask for help ?

Space to move around

If people stop, will it create a traffic jam?

Use adjacencies

Page 45: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

What Do We Mean By Merchandise?

Face out Make stuff people want easy to get

popular parts of collection parts of collection not known but related to local community

or current event or time of year Use book trucks

leave out the returns on book trucks? Moveable collections

Staff picks Rotate for time of day

Like a physical pathfinder or a form of Like a physical pathfinder or a form of pro-active readers advisorypro-active readers advisory

Page 46: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

The Science of Shopping Teaches Us

Change the Decompression Zone Make connections between spaces

use adjacency, color, signs

Make each zone serve its customer Use places where people stop

promote services on bathroom wall or where people wait

Add pushcarts or baskets Change windows regularly

Page 47: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Envirosell/San Jose/Hayward PL

Research objectives: to explore dynamics of visitor behavior to measure visitor actions at touch points to generate information on how urban public

libraries in California can better serve and educate their visitors, thereby creating a more satisfying library visit

Page 48: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Envirosell at San jose and Hayward

3 libraries studied – 2 weekdays each 350 hours of videotape 269 patrons tracked and timed 240 patrons were talked to as they exited the

library

Page 49: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

About Library Visitors 70% were frequent visitors

more then once a week) 37% stayed for 21-30 minutes People visited 3 sections of the library Avg # of items checked out was 5

Slightly more books than other media 15% noticed signs

directional, collateral and book covers viewed most 15% were assisted by staff

avg of 3:44 minutes satisfaction with assistance was exceptionally high!

Page 50: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Top Level Conclusions The needs of library patrons are evolving.

Internet usage, media browsing, customers prefer to navigate independently for less complex tasks

Socializing in groups, especially at computers Libraries are local.

Highlight community members’ achievements Tie programming into this effort

Future library designs should take ethnicity into account, rather than age or gender.

Different “shopping” interests emerged among ethnic groups, demonstrating that services and fixtures can not be uniform, even across libraries in a single region.

Hispanic visitors need help using the libraries. Teach these visitors how to use the library.

Encourage outgoing behaviors among librarians and library staff.

Page 51: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Enivorosell Recommends Encourage library staff and librarians to proactively approach patrons. Try to get staff out from behind desks. Encourage librarians to be more inquisitive with patrons about their

needs. Offer new users an informal introduction to the library or formal tours. After ensuring that basic needs of newer users are met, teach these

patrons, especially Hispanics, about what other services are offered by the library.

Services that are familiar to long-time library users might not be known to new users.

Create suggested Reading Lists with excerpts or brief descriptions of each book

Provide copies of all services in multiple languages A take-home manual or welcome booklet in multiple languages might

alleviate confusion or assist patrons who are reluctant to ask for help while in the library. This could be something sent out in the mail to community members as a way of promoting the libraries.

Page 52: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

New Customer Service Models

Oxnard – dispatched reference come out from the back as needed

Contra Costa peer libraries (instead of main and branches)

Sacramento and Contra Costa single service desk (merge circ and ref)

Livermore – roving staff San Jose Public - zone staffing

Page 53: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

What….No Reference Desk?

Librarians can spend more time on professional level activities Selection Design displays Programming Outreach Readers advisory

Yorba Linda Goodreads program

Page 54: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Single Service Point Located to see as much as possible of library Desk is always staffed

usually with a librarian and a non-librarian Staff are cross trained

librarian help with checkout, library cards other staff can answer catalog questions staff can leave desk to help customers

Use voice communication technology to access other staff (Vocera)

Page 55: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Roving staff

Many more customer interactions Train how to approach customers

respect privacy know when to help, when to refer

Must be easily identified Need to be in communication

pager, full voice, text message, headsets, radio, phones Not all hours Must write guidelines and train rovers

Page 56: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Roving at Livermore PL

All of their information service staff rove (library assistants, librarians, etc.)

All of their rovers wear a branded apron, making them easily identifiable to the public

The apron’s pockets contain papers, writing implements, and phones

They found that roving any more than two hours was very difficult and hard on staff

Page 57: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

What Can Roving Staff Do?

Offer assistance to those who appear to need help Straighten up Shelve misc items Do displays Restock flyers Shelf-read Pull paging lists Shelve holds Help with self-check Weed

Page 58: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Zone Staffing Assign staff to cover a section of the library during a particular

hour instead of a desk. The type and number of staff assigned are appropriate to the

types of questions that might be asked there and to the time of day and number of people in the library a librarian in the adult stacks section a clerical person near the checkout machines

The zones often overlap at the single service point all staff often end up there with a customer

People aren't assigned to cover the service point (ie sit at the desk and wait for customers)

Page 59: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

The Library Experience

Think of the library as a destination that offers an experience

Library as third place Not home, not work Place to learn and connect with others Feel a part of the community

Create sense of place in different parts of the library that appeal to the right clientele

Page 60: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Create the Experience

Friendly, cross-trained staff Comfortable furniture Positive signs Simplify wayfinding Community place

games, contests, social events and activities Tech-friendly

Free wireless Enough computers

Not locked down!

Page 61: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Hot Picks Project at Oakland Public Library Created new area with inviting furniture Books, magazines, and DVD‘s 7-day circ with no holds, no renewals Limit of 4 DVDs and 4 books/magazines Increased circulation Drew new customers Items in collection no more than four months

Page 62: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Staff Discussions: Know Your Purpose/Values

How important is it to help the public on the Internet?

How can you find time to learn new technology? Is it more important to help someone immediately

or spend time creating a tool to help many?

Page 63: "In matters of principle, stand like a rock; in matters of taste, swim with the current.” The unwavering principle of public libraries is to offer information

Redefine Customer Servicefrom San Jose

Put yourself in their shoes not reactive or proactive but interactive

Attitude is everything - customer is not an interruption Everyone teaches Everyone serves youth

need to understand youth and teen behavior Flexible – the customer doesn’t know your roles!!!

need to be cross trained role is defined by the needs of the work, not by a job description

"Don't get angry, get interested!" - you can't be angry and curious at the same time