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The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information Centre, University of Toronto Jenn Horwath, Library @ Mohawk, Mohawk College OLA Super Conference, 2007

The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

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Page 1: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

The Librarian is IM:Instant Messaging Softwarevs. Virtual Reference Software… The Great Debate

Presented by:Elena Prigoda, Gerstein Science Information Centre, University of TorontoJenn Horwath, Library @ Mohawk, Mohawk CollegeOLA Super Conference, 2007

Page 2: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Agenda

Overview of Virtual Reference and IM at the Library @ MohawkComparison of services

Overview of IM at Gerstein Science Information Centre Implementation, Challenges, Results of

pilotFuture directions for IM servicesIM Acronym Quiz!

Page 3: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Agenda: Virtual Reference and IM at the Library @ Mohawk

Background1) Mohawk2) Virtual reference services

Comparisons between servicessatisfaction, usage, administration,

featuresNext steps

Page 4: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Mohawk CollegeOverview

Located in Hamilton, Ontario10,000 students, 42,000 continuing

ed. students4 campuses with libraries at eachPartnership with McMaster University

for collaborative nursing programLargest apprenticeship program in

the province

Page 5: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Mohawk College Library Overview

40 staff (6 Librarians, 1 Director)76,000 items in collectionCirculations: over 56,000Gate count: over 700,000 4 campus libraries plus 1 e-Library

Page 6: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Background: Virtual Reference Services

1999: Email reference ([email protected]) changed to BRAINtogo in 2005.

Feb. 2003: Virtual Reference Software (VAL Consortium) AskTheBRAIN

Feb. 2005: IM Chat - screen name: librarymohawk

changed to BRAINtogo in Summer, 2005.

Page 7: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Background: Virtual Reference Services

Consortium with Algonquin , GBC, Seneca, St. Clair.

Use Tutor.com software (formerly LSSI) Platform changed in Summer, 2006. Hours: 10am – 9pm M-F, 8:30am – 5pm S&S Hours are shared across all colleges. Marketing: student newspaper,, Library

homepage, icons throughout web site, class visits Staffed by reference desk person at non-busy desk

(at Mohawk)

Page 8: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Usage Stats for Virtual Reference: Consortium-Wide

Number of Questions Answered

0

200

400

600

800

1000

1200

Semesters

No

. o

f Q

uest

ion

s

No. of Questions Answered

Page 9: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Usage Stats for Virtual Reference: Mohawk Only

Number of Transactions from Mohawk Students: Fall Semesters

0

50

100

150

200

250

300

Sept. - Dec. 2004 Sept. - Dec. 2005 Sept. - Dec. 2006

Dates

No. of

Tra

nsacti

ons

Number

Page 10: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Background: Instant Messaging

Trillian is used to monitor AIM, MSN and Yahoo!

Monitored 8:30am – 9pm M-F, 8:30am – 5pm S&S.

Staffed by reference desk person at non-busy desk (in evenings both web-based and IM are monitored)

Marketing: student newspaper, homepage, signage (lots!), class visits

Page 11: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

IM: BRAINtogo

BRAINtogo marketed as a bundled service: phone, email and chat

Page 12: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Usage Statistics for IM

Number of transactions

0

5

10

15

20

25

30

35

40

45

Feb.- May2005

Sept. 2005 -Dec. 2005

Jan. - May2006

Sept. 2006 -Dec. 2006

Dates

No

. o

f T

ran

sact

ion

s

Number of transactions

Page 13: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Email Reference Service

[email protected] – link on homepage went to an online form or users could email the above email address.

BRAINtogo – users can email:[email protected]

[email protected]

[email protected]

[email protected]

Users are directed to these emails when IM is not open.

Page 14: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Statistics for BRAINtogo (email)

Number of Emails Answered (BRAINtogo )

0

10

20

30

40

50

60

70

80

Date

No

. o

f E

mail

s A

nsw

ere

d

Number of Emails Answered

Page 15: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Web presence for all services

Page 16: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Web presence for all services

Page 17: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

IM acronym quiz break!

AAK means: Asleep at the keyboard!

Page 18: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Staff Satisfaction

Fall 2006, Staff were asked to rank IM and virtual reference software transactions using the following scale:

1: poor – a frustrating experience, could not provide assistance due to software problems.

2: fair/adequate - provided assistance but encountered some problems with the software.

3: good – was able to provide assistance with little or no problem.

Page 19: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Staff Satisfaction

Softwarestaff ranked Fall 2006 virtual

reference software transactions…

…and IM transactions:

Poor: 22 %

Fair: 31%

Good: 47%

Good: 100%

Page 20: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Problems cited

Lack of co-browsing (a problem in 19% of sessions)

No response from patron (6% of sessions) Lost connection (19% of sessions)

Page 21: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Conclusions

SatisfactionStaff are more satisfied using IM

chat software…Mainly because of problems with new

version of web-based software.Fewer questions through IM software

to gauge satisfaction.Student satisfaction?

Yet to be studied.

Page 22: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Usage

Comparison Across Services: Sept. - Dec. 2006

0

100

200

300

400

500

600

700

IM email Virtual Ref.(Consortium)

Virtual Ref. -Mohawk only

Date/ Type of Service

No. of

Tra

nsacti

ons

Number

* Types of questions asked in IM vs. VR service: no difference.

Page 23: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Usage Usage: Virtual Reference receives more

transactions than Instant Messenger.

IM versus Virtual Reference: Fall Semesters

0

50

100

150

200

250

Vref - M IM

Service Type

No. of

Tra

nsacti

ons

Sept. - Dec. 2005

Sept. - Dec. 2006

Page 24: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison - Usage Other Libraries?Musselman Library, Gettysburg College:

2002-2003: 4 questions 2003-2004: 3 questions 2005: 110 questions*

Duke University Libraries: Sept. 04-05: highest monthly usage: 140

questions (lowest: 49)UNC Libraries:

March 05-Oct.05: highest monthly usage: 200 (lowest: 48)**

*Ciocco, Ronalee and Alice Huff. IM Working with Trillian. VRD Conference Proceedings, 2005.

*Ferguson, Jean and Pam Sessoms. R u there? Adding Instant Messaging to an Established Virtual Reference Service. VRD Conference Proceedings, 2005.

Page 25: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Conclusions

Usage Virtual reference software achieves

higher usage than IM chat - Why? Students associate IM with recreation not

work and don’t want to use it? Lack of awareness? More marketing needed? Confusion regarding services – competing

brands? (AskTheBRAIN versus BRAINtogo) Older service - students are more aware of

AskTheBRAIN?

Page 26: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Conclusions

IM versus Virtual Reference: Fall Semesters

0

50

100

150

200

250

Vref - M IM

Service Type

No

. o

f T

ran

sact

ion

s

Sept. - Dec. 2005

Sept. - Dec. 2006

But…virtual reference software usage is dropping…while IM is increasing…

Page 27: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Conclusions

Glitches with new virtual reference software (repeat customers dissatisfied?)

Students becoming more independent researchers?

Browser incompatability using virtual reference software? (Only works with IE – Firefox usage is gaining*)

W3Schools. Browser Statistics. Jan. 2007: http://www.w3schools.com/browsers/browsers_stats.asp

Page 28: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

IM acronym quiz break!

IMNSHO means: In My Not So Humble Opinion

IMHO means: In My Humble Opinion

Page 29: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Administration

Cost Virtual Reference: $7,200US per year for the

software. New price: $40,000US/year forConsortium.

Trillian: free download.

Page 30: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Administration

Training Virtual Reference Software: 2-3 hours/per

week in summer. Feature-rich so many features to test More complicated interface than chat

IM: ½ hour per staff member (can be done in large group). Many staff use already so minimal training

Page 31: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Conclusions

Administration of services IM is much cheaper IM takes less time to train staff (all

Library staff must be able to cover IM service and only 7 staff are trained on virtual reference software at Mohawk)

Page 32: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Conclusions

Administration of services Virtual reference software allows for

better consortial arrangements Consortial arrangements allow for

greater coverage of hours and knowledge sharing

…depends on your particular needs and resources

Page 33: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Features/Quality

Virtual Reference Software Co-browsing Scripted messages (for speed and

consistency) Database of answers and transcripts Information about patron (college,

student/faculty/other, program) available to librarian

Page 34: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Features/Quality

Virtual Reference SoftwareStatistics (access points, number of

missed calls, librarian on duty, type of patron, etc.)

Ease of sharing service across Consortium

Red arrow to highlight items on screen (no longer available in Tutor.com)

Transcripts automatically sent to patrons for referring back.

Page 35: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Features/Quality

Virtual Reference SoftwareCo-browsing – Pro’s: Survey from University of Illinois at Carbondale:

found that over 90% of virtual reference users are open to instruction.

Found high satisfaction with co-browsing among students surveyed - concluding that cobrowsing is effective as an instruction tool.*

* Graves, Stephanie and Christina Desai. “Does Co-Browsing Enhance Instruction in Virtual Reference? VRD Conference Proceedings, 2005.

Page 36: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Features/Quality

Co-browsingThe most used feature is co-

browsing with all others (page push, canned greetings and replies, canned URLs, etc.) a close second, except for slideshows. (Survey conducted of all VAL staff, 2005).*

Peters-Lise, Jennifer. “Using IM for VR” Internal report, Feb. 2006.

Page 37: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Features/Quality

Virtual Reference SoftwareCo-browsing – Con’s:Co-browsing now requires a software

download to work – no students downloaded the software from Sept. – Dec. 2006.

Co-browsing as a result did not work well in 19% of Mohawk sessions and many sessions from other colleges in VAL.

Page 38: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Features/Quality

IM – Pro’s Students are already using the software

(no learning curve – see Pew Report: The Rise of the Instant-Message Generation)*

Staff are already familiar with software Buddy lists encourage repeated usage Quick – no lag time between messages Cheap Can see students typing

* http://www.pewinternet.org/PPF/r/24/press_release.asp

Page 39: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Comparison: Features/Quality

IM – Con’sBasic statistics (logs only)No scripted messages, transcripts

for quality control.Sharing across consortium? TBD

Page 40: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Conclusions: Features/Quality

If co-browsing is problematic, IM will suffice.

If limited hours are an issue, consortial arrangement is better.

Page 41: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Overall Conclusions

Staff Satisfaction: Staff happier using IM to answer queries. If VR software improves?

Usage: Greater use of VR software but IM on the rise.

Administration: Cheaper and easier to use IM.

Features/Quality: More features in VR.

Page 42: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

IM acronym quiz break!

G2G means: Got To Go

Page 43: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Future Directions at Mohawk & VAL

Monitor stats for trendsInvestigate use of Instant

Messenger software for consortium – co-branding?

Investigate other software such as Skype/Unyte, etc. Free co-browsing alternative?

Survey users of IM service

Page 44: The Librarian is IM: Instant Messaging Software vs. Virtual Reference Software… The Great Debate Presented by: Elena Prigoda, Gerstein Science Information

Questions?

Resources:http://del.icio.us/electriclibrarian/virtualreferenceContact:Jenn HorwatheLibrarianLibrary @ [email protected] (yahoo!/MSN/aol) or

jennmohawk (yahoo!)