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. 1. A. Kathy Bradshaw Kathryn M. CroweUniversity of North Carolina at Greensboro Assessment Beyond Statistics NCLA Mini-Conference 2012
  2. 2.  Public University University of North Carolina system Total enrollment – 17,500  Undergraduate – 14,300  Graduate - 3200
  3. 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. 4.  1,154,977 visitors 54,586 in-house public service questions 9,090 virtual questions 389,267 total checkouts
  5. 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 institutions 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. 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. 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. 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. 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. 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. 11. Reference Access Services Music Library DeskIn Person In Person In PersonTelephone Telephone Telephone Chat
  12. 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. 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. 14. Behavior Average rating (1= Poor, 2=Satisfactory, 3=Very good) n=40 2010Greeting 2.71Follow up 2.24Confirmed satisfaction 1.68Referral 2.73
  15. 15. Yes/No questions % Yes n=40 2010Treated with respect 97%Avoided jargon 92%Went the extra mile 36%
  16. 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. 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. 18. Behavior Average rating (1= N=70 Poor, 2=Satisfactory, 3=Very good) n=40 2010 2012Greeting 2.71 2.76Follow up 2.24 2.73Confirmed 1.68 2.44satisfactionReferral 2.73 2.84
  19. 19. Yes/No questions % Yes n=40 N=70 2010 2012Treated with respect 97% 97%Avoided jargon 92% 92%Went the extra mile 36% 59% (no=61)
  20. 20.  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
  21. 21.  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.
  22. 22.  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.
  23. 23.  Customer Service Skills LibGuide  Customer Service Values  Assessment LibGuide 