Sunday, September 30, 2012

Root Cause Analysis


Methods:
Information for the Root Cause Analysis was collected through a focus group with five Circulation Desk student workers. Two of the student workers were freshman who started working at the Circulation Desk the second week of September. The other three student workers have worked at the Circulation Desk for a year or more.

Following the focus group, one-on-one interviews were held with both a Circulation Desk staff member and a Reference Desk staff member.

Questions that were investigated included:
  • Do Circulation Desk student workers know how to perform the required activities?
  • Do Circulation Desk student workers see the benefits in performing the required activties?
  • What resources are available to aid in proper performance?
  • Is the workflow conducive to efficient performance?
  • Have expectations for performance been clearly communicated?
  • Why don't Circulation Desk student workers refer research questions to the Reference Desk?
  • Why don't Circulation Desk student workers refer patrons to the Reference Desk when a book is not available in the catalog?
(Questions from: Franklin, M. (2006, May). Performance Gap Analysis. (InfoLine, No 0604). Alexandria, VA: American Society for Training & Development)

Factors Influencing Performance

Physical Resources:
Circulation Desk student workers have access to computers with Internet access. They can use the OPAC on the Circulation Desk computers to look up if a book is available. They can also access the library website to answer other library-related questions. 

Their workspace is well lit and comfortably heated and cooled. In addition to computers, the students have access to office supplies and other materials that they might need to answer patron questions.

Structure and Process:
The student workers are given many tasks that they must complete while on the Circulation Desk. On a busy day, they might be responsible for answering the phones, checking out books for patrons, answering patron questions, and pulling books from Course Reserve all at the same time. While there is usually a Circulation Desk staff member working with the student workers, when the desk becomes busy it is quite possible that the student workers must complete these tasks without supervision.

Motivations and Expectations:
The student workers are highly motivated to answer patron questions. They want to help patrons and find the needed information for the patrons as quickly as possible.

They know that they should only answer some patron questions and refer others to the Reference Desk, but they are often unsure of which questions they can answer and which they should refer.

Also, they don't understand why they need to refer a patron to the Reference Desk when a book is not available in the catalog.

When they do refer patrons to the Reference Desk, they rarely find out if the patron was successful in finding more information.

Finally, student workers explain that they don't always refer a patron to the Reference Desk when a patron is in a rush or when the Reference Desk looks particularly busy. 

Information and Feedback:
At the start of the new year, they are given an Employee Handbook. This handbook contains basic information about rules and policies for working the Circulation Desk. It does not contain detailed information regarding how to perform specific Circulation Desk tasks such as answering and referring patron questions.

Other than the Student Handbook, students are not provided with any additional materials that they can refer to when working the Circulation Desk such as a document listing the types of questions they should answer and the types of questions they should refer to the Reference Desk.

Student workers are given end-of-the-year evaluations, but otherwise receive little day-to-day feedback. There are times when they are unsure if they answered a patron's question correctly, but there is no one available at the Circulation Desk to ask. 


Knowledge and Skills:
The student workers are trained by a member of the Circulation Desk staff the first week they begin working. Who does the training varies according to who is scheduled to work on the Circulation Desk that day. During this training, procedures for answering patron questions and referring questions are explained to the students, but they are not reinforced or reviewed later in the year.

Students are not offered follow-up training sessions at the start of a new semester or at the beginning of a new school year.

Students can ask for help from the Circulation Desk staff at any time, but given the busy nature of the desk, this is often not possible.

Wellness: 
The student workers are overall happy with their job and their work environment.

They find the Circulation Staff friendly to work with and willing to answer questions.














Tuesday, September 18, 2012

Performance Gap Analysis

Client: The Loyola Notre Dame Library (LNDL) Circulation Department
The LNDL serves both Notre Dame of Maryland University and Loyola University of Maryland students, faculty, and staff. This library, physically located between the two universities, is a non-profit library dedicated to the mission of:

Serving as an integral part of the Notre Dame of Maryland University and Loyola University by    
providing the information services and resources required to support the academic programs and  educational concerns of the two institutions. 

The circulation department is made up of one librarian, six full-time staff, and 17 student workers. Services performed by this department include book and media check-out, shelving of materials, processing book requests from members of our five-library consortium, and our Course Reserves program. Members of this department also fulfill Interlibrary Loan requests.

Background Information: 
The Circulation Desk: 
After the guards station, the Circulation Desk is the first desk patrons see when they enter the library. For this reason, it is often the first place that patrons come to ask for help. This desk is staffed with full-time circulation staff as well as student workers from 8am-2am Monday-Thursday, 8am-5pm Fridays, 8am-8pm Saturdays, and 12pm-2am on Sundays. Due to the busy nature of the Circulation Desk, student workers are often left alone to answer patron questions while the Circulation Staff is helping other patrons. 

Patron Questions: 
For training and data collection purposes, patron questions at the LNDL are categorized in one of four ways:

Technical: Involving computer software or technology. How do I print? How do I make a spreadsheet?
Directional: Involves pointing out a library location. Where is the bathroom? Where do I print?
Quick Reference: Quick questions that can answered in less than five minutes. Do you have this book in the library? How to I access my Course Reserves?
Research: More involved questions that require using the library databases, requests for help developing a research topic, or help finding in-depth resources.

Methods:
Information for the Performance Gap Analysis was collected through one-on-one interviews with both the library's Head of Circulation, Gail Breyer, and the Head of Research & Instruction, Joanne Helouvry. Follow-up questions were sent via email to both librarians prior to completing the analysis.
Questions asked during interviews and follow-up emails focused on current problems revolving around the Circulation Desk student workers, how their performance impacts the library and the services it offers, and what ideal performance would look like from this group.

Problem Statement:  
Circulation Desk student workers do not refer patrons to the Research and Instruction desk when patrons ask a research question or when a book is not readily available in the library catalog resulting in patrons who leave the library without having their information needs met.

Current State: 
Currently, the Circulation Desk student workers refer patrons to the Research and Instruction Desk 50% of the time when a patron asks a research question or when a book in not available in the library catalog.

Future State:
Circulation Desk student workers will refer patrons to the Research and Instruction Desk 100% of the time when a patron asks a research question or when a book is not available in the library catalog.

Delta:
A 50% increase in referrals to the Research and Instruction Desk from Circulation Desk student workers.

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