Kellogg CRISTAL-ED at the University of Michigan School of Information


Mail List Discussion -- Redefining Reference Services

Previous topic: "Fitting Systems to Users"

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Karen M. Drabenstott
Associate Professor
School of Information
University of Michigan
Ann Arbor, MI 48109-1092 USA
Voice: (734) 763-3581
Fax: (734) 764-2475
karen.drabenstott@umich.edu

New topic -- "Redefining Reference Services"

Thanks to all who participated in our most recent discussion on "Fitting Systems to Users." Dave Drummond suggested this topic and kept on top of the discussion. We generated more discussion than usual and we are all pleased with the results. Many thanks to Dave. This has been great.

Let's move onto our next topic, "Redefining Reference Services," which was suggested by our guest editor, Fred Milstein. Fred has a B.A. from Brandeis University and an M.L.S. from the University of Denver. He has been teaching information skills to students at Sacramento City College since 1965. A veteran of the "old" world of Dewey, card catalogs, ink, print, and microforms, in the last 15 years he has reinvented himself as an enthusiastic citizen of the new universe of online access, hi-tech tools and electronic formats and multimedia.

For most of Fred's career -- including the present -- he has been an officer of the Los Rios College Federation of Teachers. In various capacities, including membership on several bargaining teams and a term as chief grievance officer, he has worked for faculty rights in general, but is especially proud of his role in defining and defending the faculty status and instructional function of librarians. He believes that the Los Rios Community College District contract was the first in California to stop using terms such as "non-instructional -- or even non-educational -- support staff" and to eliminate the special ghetto section where librarians have traditionally been segregated along with counselors and others. Fred also takes credit for the fact that the Los Rios contract was the first to recognize that the work of librarians is instructional and differs from their classroom colleagues in mode, but not in substance. Currently he is focusing on producing multimedia and internet projects both for practical use and inspirational examples to others.

Please join our discussion on "Redefining Reference Services."

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Fred Milstein
Sacramento City College Library
3835 Freeport Blvd.
Sacramento, CA 95822
Phone: (916) 558-2583
Fax: (916) 558-2482
milstef@mail.scc.losrios.cc.ca.us

Imagine that you work in an academic library that has been chronically understaffed for many years. To add to your problems, the student population has increased significantly in recent years -- both in numbers and diversity --- without a corresponding rise in staff and material support to serve it. This widening gap between the size and complexity of the demands made upon your library and the resources -- both human and material -- available to meet them has resulted in demoralization of staff, public dissatisfaction and/or hostility and a gradual deterioration of basic components of your intellectual and material "infrastructures."

You are beginning to feel more and more like a helpless, hopeless victim when, out of the blue, you are presented with an opportunity for action and, perhaps, to become a hero. Your equally frustrated and beleaguered dean (or library director) invites you to come up with ideas and strategies for finessing the problem out of existence -- or at least down to a manageable size. You are given total freedom to redefine and reorganize the content, means of delivery and image of "reference services." You are not free to make major new financial resources a factor in your formula for change.

The overall goal is to develop a magical new paradigm for accomplishing more with less.

Some of your more specific goals might be:

  1. A more efficient and technologically savvy division of labor among professional librarians, paraprofessionals, classified staff and student employees.

  2. A more rational and flexible balancing of professional time between A) delivery and B) development and maintenance...of the instruction, services and resources we provide to students.

  3. A better set of definitions for the "who, what, why, where, when and how" of librarians, their activities and their role in the educational process.

  4. A more effective and relevant approach to balancing, documenting and analyzing the quantitative and qualitative aspects of our work.

  5. A more accurate and proactive job description and mission statement for library faculty that would:

    1. De-emphasize exclusionary terms such as "support services" and "non-instructional staff"
    2. Use inclusive terms to acknowledge our status as faculty and to identify our work as an equal -- and increasingly important -- mode of instruction by pointing to its mutually supportive and interactive relationship with the classroom, lab shop and clinic modes of instruction
    3. Encourage library faculty to create -- and classroom faculty to accept -- library based curriculum and instruction in the increasingly complex and important field of information skills and literacy.
If you have already "been there, done that" in your library, please tell the rest of us about what you did and how it turned out.

Alternatively, feel free to just brainstorm and fantasize if you are still waiting for your invitation to be a hero and your license to redefine and reorganize with total freedom.

The goal of this discussion is to learn from each other's practical experiences and to be cross-fertilized with each other's visions of an ideal -- or at least better -- professional world.

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Bob Watson
Executive Director
Franklin Park Public Library District
10311 Grand Avenue
Franklin Park, IL 60131
bwatson@linc.lib.il.us

Thank you, Fred, for taking on this topic.

I must report, however, that I've considerable difficulty sorting out what to do with the model you've laid out. The given imperative is to design a "magical new paradigm for performing more with less."

If this means "doing the same thing faster" (or even more efficiently or effectively), I don't see how to proceed. If the same work has to be processed, then one has to define what this work is -- it may be that the work load has increased and you're already at the limit of "more with less." Perhaps the work itself can be revised, but one suspects that students bring much the same "general knowledge" limitations as they had twenty years ago (plus, in many cases a facility at using particular software products).

If the work to be done is based on a need to help students overcome their knowledge limitations, then it may be that the "need" is stable (excepting as their are more subject areas where they may need help, in which case it may be growing). If the work is to provide search tools, irrespective of the ability of folks to use them, then the issue is one of bringing in hardware and dismissing librarians.

The need, it seems to me, is a human one -- knowledge limitations in a particular setting. The correct approach, I think, is to appeal to the experts in developmental and cognitive psychology for input on what librarian expertise students need from a particular library in order to use a given set of tools. But note that this model assumes that the use of the library is solely to support classwork -- which may not be the case.

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Fred Milstein
Sacramento City College
Voice: (916) 558-2583
milstef@wserver.scc.losrios.cc.ca.us

So far there has been only one written response to the questions posed in "Redefining Reference Services." This puzzles me because I know that the conditions described in the first paragraph of my introduction to the topic do NOT have to be imagined in most libraries. Most of us ARE understaffed and struggling to serve ever larger and more diverse populations of users in an era of declining resources.

So, why no response? Everybody was away at ALA? Nobody understood what I was asking for? Well, ALA is over now, and here is an explanation of the introduction.

The one person to respond so far said:

"...I've had considerable difficulty sorting out what to do with the model you've laid out. The given imperative is design a 'magical new paradigm for performing more with less.'"

In a nutshell, what that reference to a new paradigm means is a redeployment of resources and priorities -- both personnel and material -- that will enable a LESS than adequate number of librarians to serve MORE students than they could reasonably and effectively handle under traditional staffing and assignment patterns defined as: reference desk service by professional librarians 100 percent of the hours the library is open.

What I would like you all to share and discuss are:

REPORTS -- of experiments and programs to do "more with less" -- as defined above -- that have been implemented, successfully or unsuccessfully, in your libraries.

IDEAS -- for redefining and reorganizing the content, means of delivery and image of reference services in ways that will enable us to meet growing demands with static or declining resources without undue sacrifice of quality.

Some starter topics and questions for your consideration:

  1. How and when might we best use paraprofessional and/or classified staff in lieu of professional librarians at the reference desk, and what are the pros and cons of doing so?

  2. What about reducing the number of hours that reference service is available? Why not cut down on quantity of service in order to maintain quality? Wouldn't it be prudent for librarians to be able to balance daily demands at the reference desk against off-desk time for long-term development and maintenance of the services they deliver? Under present conditions, too many libraries have large and growing backlogs of deferred maintenance and development that, sooner or later, will pay huge negative dividends.

  3. What other strategies, mental or technological, might be employed to leverage our limited resources and help us to maintain AND improve both quantity AND quality, short-term AND long-term, in the services we offer?

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William Arthur Liebi
Academic librarian
Stadt- und Universitaetsbibliothek Bern
CH-3000 Bern 7 Switzerland
Voice: +41 +31 320 32 259
Fax: +41 +31 320 32 99
liebi@stub.unibe.ch

Fred Milstein has proposed us to discuss a very challenging target: To perform more services with the same restricted amount of personnel and financial resources.

Because the methods to fulfill the evolving needs of the users are also ever-changing, there is no extended "steady state" of professional activities; rather, we have to adapt to the development. This can be done in two alternative ways: By continuous "organization development" or more abrupt "business reengineering."

ORGANIZATION DEVELOPMENT

It means first of all personnel development. Coworkers have to be motivated to improve their qualifications. Only well trained personnel can execute new, efficient techniques and procedures. Concomitantly, the authorities must be persuaded that investment in continuing education of staff is, on the long term, a bargaining investment.

Introducing new procedures under cost-neutral conditions means at the same time to limit or even eliminate certain services delivered to date. Consequently, it is compulsory to set up priorities and to define quality criteria. It is irrevocable to reveal to the financial decision makers that a specific degree of quality has its price; it must become transparent what budget cut causes what type of quality loss.

BUSINESS REENGINEERING

Whereas organization development is a general approach, business reengineering is possible only under special premises. Of primordial importance are a willingness to a joined effort among the involved groups; a vision and a team able to put the planned fundamental restructurization into practice.

Let us spotlight the following case study:

A couple of research groups or institutes, devoted to one common broad research topic (e.g., cell biology), are about to be transferred into the same reconstructed or new building (for instance a cell biology center). Each team or institute is equipped with an own small library. This constellation gives rise to integrate the small libraries, together with the personnel, in one library and to locate the unit in the mentioned building; it may be advantageous if the central university library participates, too. With more or less the same budget as the precursor-libraries had together, the emerging larger library reaches synergy: More comprehensive collections by avoiding unnecessary copy acquisitions as well as more facilities and services become possible.

In similar settings as sketched above, librarians have the opportunity to promote and coordinate library reengineering processes.

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Kathleen Dunn, Ph.D.
AUL for Reference
Instruction and Collections
Cal Poly Pomona
3801 W. Temple Ave.
Pomona, CA 91768
Voice: (909) 869-3080
Fax: (909) 869-6922
kkdunn@csupomona.edu

Support staff have been integrated into cataloging, acquisitions, document delivery, circulation, reserve -- why not reference and instruction? Believe me it works just fine and makes it possible to serve more students. The key is training and nurturing knowledgeable support staff. At Cal Poly Pomona, under my direction, support staff have worked at the Reference Desk for at least 10 years. We have a tiered model of service; general reference at the reference desk, reference by appointment with subject specialists, and referral to subject specialist from the reference desk. Library assistants function as general reference specialists and refer questions as appropriate. Early in their career at the reference desk, their scope is limited to ready reference and they must work beside a librarian. As they become more experienced, they work alone and assume responsibility for a broader range of questions.

These same library assistants also have teaching responsibilities for remedial and lower division classes, and library orientations and tours. Reference work and library instruction complement each other nicely. Of course, you need people who can teach and have a high level of intelligence.

We are fortunate in having a committed and intelligent group of library assistants in reference and Instruction. Without them, we could do far less. Our librarians serve as bibliographers for subject disciplines. As faculty they are on university committees and have to meet the requirements of promotion and tenure.

Getting rid of the Reference Desk is not the answer for many university libraries. Over 75 percent (at least) of our students come with nearly no knowledge of basic library skills. They need instruction and general reference service. Our desk statistics support the value of this service. State Universities are not elite schools catering to those from elite high schools. Our mission to serve everyone, regardless of preparation. So -- we find creative ways to work with the Reference Desk concept because it works!

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William Arthur Liebi
Academic librarian
Stadt- und Universitaetsbibliothek Bern
CH-3000 Bern 7 Switzerland
Voice: +41 +31 320 32 259
Fax: +41 +31 320 32 99
liebi@stub.unibe.ch

The reference service model implemented at our institution is analogous to that in Kathleen Dunn's library:

"General reference at the reference desk, reference by appointment with subject specialists, and referral to subject specialist from the reference desk."

As a consequence of personnel budget restrictions, we do not maintain a formal post of a general reference librarian. But, knowing about the extraordinary importance of the general reference service, we recruit a lot of volunteers from almost all sections (acquisitions, cataloging, document delivery, collection developers, subject specialists) willing to stay at least one our per week at the reference desk during their working time; the library manager participates, too. On saturdays, reference work is assured by a member of the subject specialist team. This sort of general reference service is offered during the opening ours of the circulation (10.00 to 18.00, Sa 10.00 to 12.00). From 08.00 to 10.00, the circulation personnel can sporadically be asked for general reference information. In the evening, a person for general reference is at the desk from 18.00 till 21.00. To keep abreast with innovations, the head of the user department releases from time to time an information sheet or organizes brief brush up courses for this vast group of general reference personnel.

The obvious advantage of this model is that nearly everybody capable of doing general reference work gets into contact with users. Knowing customers' needs first hand is a very valuable source of information for the staff and has a strong motivating effect.

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Dr. Rosmarie H. Fouad
Instruction Librarian
Oboler Library
Idaho State University
Box 8089
Pocatello, ID 83209
Voice: (208) 236-3047
Fax: (208) 236-4295
fouarosm@isu.edu

Our library has for some time now discussed the issue of using paraprofessionals at the reference desks. Opinions are mixed regarding the advantages and disadvantages of using paraprofessionals for reference service. Training is time consuming and paraprofessionals often have limited desk hours to fully develop effective reference skills. On the other hand, if teamed up with a professional librarian, paraprofessionals can add much to an effective reference environment.

The Oboler Library at Idaho State University is currently experimenting with a unique way of engaging paraprofessionals in the reference area. We are testing a new program where library tutors are present in the reference area during busy times of the day. The students tutors are trained in helping library patrons search the catalog and various periodical databases available on our computers in the reference area. Tutors were given a document that defines the parameters of their activity. They are supposed to target students who have never used the technology or feel insecure with the search engines. They are to refer patrons to the reference librarian for specific reference questions or if they recognize other possible resources that could help the patron. The tutors do not go behind the reference desk and they wear tags identifying them as student tutors.

There is a considerable body of literature that supports the effectiveness of peer tutors in various subject fields. Idaho State University has an extended tutorial program and the library receives funds from that program. The program is in its second week. The response from the reference librarians and from the tutors has been positive so far. We do not have feedback from the patrons yet. The real question of course is whether this program improves our service to students or whether it imposes limitations that cannot easily be recognized. I leave that up for discussion.

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