March 16, 2008
Poll: Do you Use IM in Your Library?
I'm in the midst of preparing for my presentation at TRIPLL next month, and would like to ask you, my kind readers, to answer a series of questions relating to my topic, technology tools and solutions for point of need training. You'll be helping me focus my presentation appropriately, and in addition, I think the results will be of general interest. These questions are intended for law firm librarians only.
Here's number one.
Posted by Cindy L. Chick at 11:21 AM | Comments (0)June 24, 2007
Virtual Reference is Dead, Long Live Virtual Reference!
"Virtual reference", the ability to assist patrons remotely with their research, is critical to our continued effectiveness and future employment. The attorneys simply aren't coming to the library in droves anymore, so we must assist them where they are working, in their offices, on the road, or at home.
But the virtual reference tools that were high profile a few years back, used mainly in public and academic libraries, are falling out of favor. I was initially interested in features such as co-browsing and IM-like conversations with patrons. But on analyzing the potential usefulness of VL apps in a law firm environment, I realized that we could conduct virtual reference using the tools we already had in-house, including the remote access utility that is used by technology and the libraries to connect to the desktop of anyone on the firm's network.
The more difficult task is to manage the process of routing, logging, assigning and responding to reference requests in an efficient manner. If you have a pool of reference librarians in different physical locations, blanket emails to the whole group via a common distribution list can quickly become unwieldy, causing duplicate effort and a general influx of unnecessary email. Separate inboxes can work, but it's not easy to keep your eye on a secondary inbox, especially since the Outlook notification features works only for the primary mailbox, not the secondary one, so requests can potentially languish. The solution, it seems to me, is some kind of email queuing system. I've been on the watch for some such thing for a while now, and haven't been able to find the right application.
The two products that I spotted at SLA aren't exactly email queuing systems, but they both handle reference desk requests submitted via a webform. The first one called "Ask ALA" was presented by the librarian at ALA (American Libraries Association) at an exhibit hall program called "Supercharge Your Reference Desk." She used the Sydney Plus' Information Manager to build the application. The system is set up to automatically route questions to the best person/department to handle the research, includes a knowledgebase to recycle comman answers, and also has a feature I especially like, the ability to respond to frequently asked questions with a template answer. See the PowerPoint for screenshots and more details.
I came across RefTracker in the exhibit hall. This application can be installed inhouse or the vendor (Altarama) can run it for you on their own servers. In addition to managing reference requests, the stats that are captured would be incredibly valuable. I definitely want to look at this program more closely. It seems powerful, effective and easy to use.
The downside to both these systems? Requests must be entered via a webform. While it can be hard to get patrons to abandon email for entering via the web, the librarians can also enter the information themselves regardless of how the request makes its way to the library. The bottomline is that we need to collect specific pieces of information, including the client-matter number, the request, the timeframe, that does require a more fielded solution than email allows, so perhaps this isn't really a downside, but rather, a training issue.
We've automated a wide variety of library functions. It's time to look an automating reference to provide the best possible service.
Posted by Cindy L. Chick at 11:09 AM | Comments (0)October 31, 2004
Is Virtual Reference Viable?
Virtual reference tools are in use in hundreds of libraries. Most are based on the live help customer service software used by many businesses on the web including Lands End. The software allows a user to contact a librarian via the web and communicate via chat. Web pages can be pushed to the user, or a web session can be conducted jointly, with the librarian co-browsing with the patron. Sounds cool, right?
And so it is. But the volume of patrons using virtual reference has been decidedly underwhelming in the public and academic libraries that have offered such service, and for that matter, even web businesses handle a fairly small percentage of customer service requests via live help. Now it appears that one of the champions of virtual reference, Steve Coffman, also has some concerns. What does that mean for virtual reference in the law firm library?
Steve lays it all out in a two part series in Searcher Magazine:
To Chat Or Not to Chat — Taking Another Look at Virtual Reference, Part 1,
Searcher, JulyAugust 2004
To Chat or Not to Chat — Taking Yet Another Look at Virtual Reference, Part 2, Searcher, September 2004
These articles are an interesting and thoroughly honest look at the current state of virtual reference, warts and all.
I remember the exact moment when I started questioning whether virtual reference was a viable tool. About a year ago I tried using the live help function on the 21st Century Insurance site. I had a simple question about how to find something on their site. The session was slow, annoying, and frustrating. I eventually picked up the phone, and with a quick phone call my question was answered.
That's not to say that virtual reference is dead. It may just need a little adjustment. Several of the components of virtual reference could be very useful in a law firm setting, and the idea of remotely assisting attorneys, paralegals and staff should not be discarded.
Perhaps email or phone is the best way to make the initial contact. But at that point, depending upon the question asked, some kind of remote control/viewing capability could be invaluable when helping with a research problem. Never underestimate the value of seeing exactly what the user sees. I can't tell you how many times I've connected to a user's computer to find out they're looking at a completely different screen than I thought they were.
But you probably don't need virtual reference software in order to do this. The technology departments in many firms already have tools with this capability, something libraries should also take advantage of, especially considering the reduction in library foot traffic.
Some kind of email queuing product could also be extremely useful when you have a group of librarians in different offices trying to jointly field reference requests.
I don't know what the future holds for virtual reference in the public and academic sector. But the concept is still an important one for special libraries trying to find ways to stay connected to their patrons.
Posted by Cindy L. Chick at 11:35 AM | Comments (1)
