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A. Kathy Bradshaw
             Kathryn M. Crowe
University of North Carolina at Greensboro
      Assessment Beyond Statistics
          NCLA Mini-Conference
                   2012
 Public University
 University of North Carolina system
 Total enrollment – 17,500
   Undergraduate – 14,300
   Graduate - 3200
 Walter Clinton Jackson
    Library
   Harold Schiffman Music
    Library
   1.2 million book volumes
   37,000+e-subscriptions
   500 databases
   Open 24/5
   Approximately 100 faculty
    and staff
   Approximately 100 student
    workers
 1,154,977 visitors
 54,586 in-house public
  service questions
 9,090 virtual questions
 389,267 total checkouts
In a mystery shopping exercise, a proxy acts as a shopper
    and then rates his/her experience, based on criteria
    provided by the employer. The data gathering should
    evaluate general service quality and performance goals
    reflective of the institution's mission.

Weidinger, Elizabeth, Candice Benjes-Small, Eric Ackermann, and Virginia R. Kinman.
“Why and How to Shop Your Reference Desk.” Reference Services Review (2010) Vol 38, No 1.
p 38.
 High scores in 2008 LibQual+ but…
 Qualitative data indicated there were issues at the
  service desks
 Desired more in-depth assessment of services
 Develop customer service values.
 Conduct mystery shopping in the Libraries.
 Determine if training needed based on mystery
  shopping results.
 Repeat mystery shopping exercise to determine impact
  (if any) of training.
 Created a survey team
   Associate Dean for Public Services
   Human Resources Librarian
   Assessment Analyst
 Staff not given specific dates of event
 Requested sample questions from public services
  department heads and survey team.
 Included in-person, phone and chat services
 Focused only on
  customer service
  experience
 Recruited “shoppers”
  from UNCG Department
  of Hospitality and
  Tourism Management
 Conducted training for
  student shoppers
 Protected anonymity of
  staff
 How long can I check out items? (Staff should if you are a
  grad or undergrad student at UNCG or not. A good follow
  up question is to ask if you can renew items, how to renew
  and for how long?)
 I need the book Animals Make Us Human. Do you have it?
  Who wrote it, I’m not sure? (We don’t have it – ask “how
  can I get it?”)
 My teacher told me to get music for a song called Solitude.
  I think it’s by Count Basie. (The song is actually by Duke
  Ellington.)
 When was the school founded and who was the first
  president of the college? Are there any online sources that
  you can show me that explains the history of the school?
Reference   Access Services   Music Library
  Desk

In Person      In Person        In Person


Telephone     Telephone        Telephone


  Chat
 Devised custom rating
  sheet for shoppers to
  score each interaction.
 Provided criteria for each
  interaction
 Evaluation based on
  behavior reflecting
  customer service values
Rating 1 - 3                Yes/No
 Greeting                   Respect
 Appropriate follow up      Avoidance of jargon
 Confirming satisfaction    Did we go the extra mile?
 Appropriate referrals
Behavior                 Average rating (1= Poor,
                         2=Satisfactory, 3=Very
                         good) n=40



                         2010

Greeting                 2.71

Follow up                2.24

Confirmed satisfaction   1.68

Referral                 2.73
Yes/No questions       % Yes n=40

                       2010


Treated with respect   97%


Avoided jargon         92%


Went the extra mile    36%
 Overall results shared with all staff at meetings and
  posted on assessment LibGuide.
 Departmental results shared with heads.
 Public service “standards” developed.
 Training developed.
 Training provided for all library staff Summer 2011
 Emphasis on both internal and external service
  providers
 Training videos created for student workers and
  LibGuide developed
Behavior     Average rating (1=            N=70
                  Poor, 2=Satisfactory,
                   3=Very good) n=40


                 2010                     2012

Greeting         2.71                     2.76

Follow up        2.24                     2.73

Confirmed        1.68                     2.44
satisfaction
Referral         2.73                     2.84
Yes/No questions      % Yes n=40   N=70


                      2010         2012


Treated with respect 97%           97%


Avoided jargon        92%          92%


Went the extra mile   36%          59% (no=61)
 Gained informed evidence of service quality
 Staff learned about available services they did not
  know existed.
 Staff were able to focus on helping each other solve
  special concerns.
 Helped enhance “culture” of excellent customer
  service
 Challenges of working with college students
 Step delicately
 No, we are not Barnes & Noble, but…
 Students may need to have more than general
  knowledge to ask questions of specialized service
  points such as the Music Library and Special
  Collections.
 2012 LibQual+
 Task Force to study service points.
 Repeat training if task force recommends
  reorganization of service points.
 Skills enhancement
 New staff attend customer service training offered by
  University Human Resources.
 Customer Service Skills LibGuide
   http://uncg.libguides.com/customerservice
 Customer Service Values
   http://library.uncg.edu/info/mission_statement.aspx
 Assessment LibGuide
   http://uncg.libguides.com/libassessment
Shop Your Way to Service Excellence: Secret Shopping for Academic Libraries

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Shop Your Way to Service Excellence: Secret Shopping for Academic Libraries

  • 1. A. Kathy Bradshaw Kathryn M. Crowe University of North Carolina at Greensboro Assessment Beyond Statistics NCLA Mini-Conference 2012
  • 2.  Public University  University of North Carolina system  Total enrollment – 17,500  Undergraduate – 14,300  Graduate - 3200
  • 3.  Walter Clinton Jackson Library  Harold Schiffman Music Library  1.2 million book volumes  37,000+e-subscriptions  500 databases  Open 24/5  Approximately 100 faculty and staff  Approximately 100 student workers
  • 4.  1,154,977 visitors  54,586 in-house public service questions  9,090 virtual questions  389,267 total checkouts
  • 5. In a mystery shopping exercise, a proxy acts as a shopper and then rates his/her experience, based on criteria provided by the employer. The data gathering should evaluate general service quality and performance goals reflective of the institution's mission. Weidinger, Elizabeth, Candice Benjes-Small, Eric Ackermann, and Virginia R. Kinman. “Why and How to Shop Your Reference Desk.” Reference Services Review (2010) Vol 38, No 1. p 38.
  • 6.  High scores in 2008 LibQual+ but…  Qualitative data indicated there were issues at the service desks  Desired more in-depth assessment of services
  • 7.  Develop customer service values.  Conduct mystery shopping in the Libraries.  Determine if training needed based on mystery shopping results.  Repeat mystery shopping exercise to determine impact (if any) of training.
  • 8.  Created a survey team  Associate Dean for Public Services  Human Resources Librarian  Assessment Analyst  Staff not given specific dates of event  Requested sample questions from public services department heads and survey team.  Included in-person, phone and chat services
  • 9.  Focused only on customer service experience  Recruited “shoppers” from UNCG Department of Hospitality and Tourism Management  Conducted training for student shoppers  Protected anonymity of staff
  • 10.  How long can I check out items? (Staff should if you are a grad or undergrad student at UNCG or not. A good follow up question is to ask if you can renew items, how to renew and for how long?)  I need the book Animals Make Us Human. Do you have it? Who wrote it, I’m not sure? (We don’t have it – ask “how can I get it?”)  My teacher told me to get music for a song called Solitude. I think it’s by Count Basie. (The song is actually by Duke Ellington.)  When was the school founded and who was the first president of the college? Are there any online sources that you can show me that explains the history of the school?
  • 11. Reference Access Services Music Library Desk In Person In Person In Person Telephone Telephone Telephone Chat
  • 12.  Devised custom rating sheet for shoppers to score each interaction.  Provided criteria for each interaction  Evaluation based on behavior reflecting customer service values
  • 13. Rating 1 - 3 Yes/No  Greeting  Respect  Appropriate follow up  Avoidance of jargon  Confirming satisfaction  Did we go the extra mile?  Appropriate referrals
  • 14. Behavior Average rating (1= Poor, 2=Satisfactory, 3=Very good) n=40 2010 Greeting 2.71 Follow up 2.24 Confirmed satisfaction 1.68 Referral 2.73
  • 15. Yes/No questions % Yes n=40 2010 Treated with respect 97% Avoided jargon 92% Went the extra mile 36%
  • 16.  Overall results shared with all staff at meetings and posted on assessment LibGuide.  Departmental results shared with heads.  Public service “standards” developed.  Training developed.
  • 17.  Training provided for all library staff Summer 2011  Emphasis on both internal and external service providers  Training videos created for student workers and LibGuide developed
  • 18. Behavior Average rating (1= N=70 Poor, 2=Satisfactory, 3=Very good) n=40 2010 2012 Greeting 2.71 2.76 Follow up 2.24 2.73 Confirmed 1.68 2.44 satisfaction Referral 2.73 2.84
  • 19. Yes/No questions % Yes n=40 N=70 2010 2012 Treated with respect 97% 97% Avoided jargon 92% 92% Went the extra mile 36% 59% (no=61)
  • 20.
  • 21.  Gained informed evidence of service quality  Staff learned about available services they did not know existed.  Staff were able to focus on helping each other solve special concerns.  Helped enhance “culture” of excellent customer service
  • 22.  Challenges of working with college students  Step delicately  No, we are not Barnes & Noble, but…  Students may need to have more than general knowledge to ask questions of specialized service points such as the Music Library and Special Collections.
  • 23.  2012 LibQual+  Task Force to study service points.  Repeat training if task force recommends reorganization of service points.  Skills enhancement  New staff attend customer service training offered by University Human Resources.
  • 24.  Customer Service Skills LibGuide  http://uncg.libguides.com/customerservice  Customer Service Values  http://library.uncg.edu/info/mission_statement.aspx  Assessment LibGuide  http://uncg.libguides.com/libassessment