Getting used to a new catalogue interface

If you’ve been used to using the same catalogue interface for the last 10 years, the idea of learning the vagaries of searching a new catalogue interface could be quite daunting.

This was the position I recently found myself in. I wasn’t daunted, but I was conscious that our new catalogue didn’t quite operate in the way as our old one, and often didn’t produce the results I would have expected. So, I wondered how other library staff were getting on with it: Did they find what they were looking for? Did they find searching easy? Did they wonder about their unexpected results? Were they frustrated by anything? Did they like the new interface? Did they think our users would find it easy to use?

So many questions!! Wouldn’t it be good if we could pool our knowledge and share our searching hints and tips with each other, to minimise the re-inventing of wheels, and to give all staff access to the same knowledge. How would this best be done? A stand up and talk lecture? Booking a lecture theatre and allocating each member of staff a pc on which to try things out? Compiling a written list of hints and tips, and circulating this to everyone? Hmmm. And then it came to me!

The cataloguers had spent rather a lot of time using and getting used to the new interface in relation to the changing cataloguing standards (i.e. from MARC21 to RDA) and so perhaps we were the ones best placed to host a sharing event! So we did! And it worked really well!

This is what we did: We offered an open day with a difference!

We sent out an email invitation to all library staff:

Dear All,

On Tuesday 11^th February, the Bibliographic Services Office will be hosting a

Catalogue interface familiarisation event

This event will take the form of an “open house”, between the hours of 10 and 4.

You are invited to come down to our office on Tuesday 11^th Feb, anytime during the hours of 10 and 4, when you are not on front-facing duties, and bring your catalogue queries and questions, likes and gripes with you!

You will be able to share any worries and concerns, as well as any comments and questions you may have, with any member of the team. We will do our best to address any concerns and answer any questions on the spot, but in the event that we don’t know the answer we will investigate and get back to you as soon as possible after the event as we can.  

If you are not at work on this day, or you work evenings/weekends, I will be available to answer your questions on the evenings of Monday 10^th Feb (5-8) and Wednesday 12^th Feb (4-6.30), in the LGF Office.

We look forward to seeing!

Lynne

And followed this up with a reminder at 10am on the day of the event:

 

Just a quick reminder that this event opens today at 10am and continues throughout the day until 4pm. Everyone is very welcome!!

Lynne

Each member of the Bib Services team was available between the hours of 10am and 4pm to answer any questions that anyone who came down brought with them. We also invited one of our colleagues from the library IT side of our operation to come down and help answer questions. Having an extended drop-in time meant that most people were able to come along, and could fit their visit around their scheduled front-of-house activities without having to excuse themselves from the rota, and likewise Bib Services staff could still undertake their own rota duties but there would still be some of our staff available throughout the event. Front-of-house duties can be a difficult obstacle to overcome when sessions are offered that are potentially of interest to all members of library staff – someone has to staff the desks/counters!

So, the idea was that when people arrived in the Bib Services office they could chose who from the Bib Services team they wanted to talk to, and they could chose if they wanted to do this on a one2one basis or as a small group (no more than three people to a group). This meant that people could choose to talk to people in the team who worked at a similar level (e.g. Information Assistant to Information Assistant), or to people they already had a good relationship with, or people who they thought might be better able to answer their questions. 

Also, when visitors arrived, they were greeted by a member of the team who gave them a sheet of hints and tips that had already been compiled, and offered them bribes, sorry, I mean sweets! Each member of the team also had a plate of biscuits or a bowl of sweets from which visitors could help themselves. In the event that no-one was immediately available to greet, there were also some games and things to do on the  “welcome desk” so that no-one needed to feel left out.



"Reception desk" - a couple more games were added later!

As well as the email publicity, we placed a poster on the staff noticeboard, and a poster on the office door, and a welcome poster above the “welcome desk”. One member of the Bib Services team very kindly offered to go around all the other offices and remind people that the event was taking place, and personally inviting them down to take advantage of our offering. This actually proved to be the most successful part of the advertising: Nothing quite like the personal touch!

We also sent out a reminder at about 2.15pm:

Just a reminder that the catalogue familiarisation event finishes at 4pm today, but there’s still plenty of time to come down and share your likes and gripes with us!!

Hope to see you shortly if you haven’t already come down.

Lynne

For the whole day there was a buzz in the office like I’ve never witnessed before! And, judging by the feedback forms we received after the event, it seems most people not only had their questions answered, and learned a bit more about the new catalogue interface, but they also seemed to enjoy the event!

Some of the strengths of the event, as evidenced by the feedback included:

• one2one attention
• the informality
• convenience of drop-in
• expert help and advice
• ease of asking questions

We had about 25 visitors over the day, and received about 68% of feedback forms returned, and out of a possible score of 340 points we received a healthy 298.

At the end of the event we sent out a thank-you message, and a suggestion about what might happen next:

Dear All, 

Many thanks to those of you who came down to the LGF Office and took part in the catalogue familiarisation event. As I suspected, we in Bib Services learned a lot from you, and I hope you learned enough from us to make your visit worthwhile.

If you had any queries that we were unable to answer on the spot, these will have been passed to me and I am currently working my way through them, and at the same time using your questions as a basis for extending the FAQs we had already compiled. This may take me a little while though, so I hope you will bear with me.

If you came to visit us, I’d be ever so grateful for your feedback, and I have attached a feedback form in case you didn’t get one on your visit.

Many thanks for your support,

Lynne

A couple of days later I was able to email out to all staff a list of questions and answers that had been received on the day of the event. Where there were unanswered questions, or questions that needed further investigation, these questions were included with suggested action points.

Following the familiarisation event, a number of further questions were received and answered via email. But, I wanted to go further! In our world, the world of cataloguing and technical services, we are used to taking part in e-forums, and this was what I wanted to do next, to give people another opportunity to find out more about the new library catalogue interface.

Unfortunately, the timescale was too tight to create an email group of which all library staff would be a member, although the advantages of such a group would be that the email list would include an archive accessible to all. In the end, I used my own email account, and advertised that I would be at the end of my email to answer any catalogue questions, during a two-hour period on a specific day. As you know, with the ALCST and CIG e-forums, these are structured around a specific set of questions, but I decided against any specific format, and simply accepted any questions that were posed of me.

The event was publicised on email:

Dear All,

As a follow-up to the library catalogue familiarisation event of last week I would like to offer you a different opportunity to share your comments and queries about the catalogue.

On Wednesday 19th February, between the hours of 10am and 12 noon, I will be at the end of my email to answer any questions you may have, and to take your comments on the new library catalogue interface. As these emails will be coming in along with all my other regular emails, please adopt the subject line “library catalogue comments” so I can easily identify your email and respond quickly.

If you are not able to participate tomorrow, please do send your comments to me at any time to suit you, but be aware that, although I will respond, it may not be immediately.

I look forward to hearing from you tomorrow,

 Lynne

In the event, we had about 5 different library staff emailing a total of about 8 different questions. I answered all the questions myself apart from one, which I referred to the only other cataloguer who was in the office at the time. Again, all questions and answers were recorded and issued to staff, like the results of the previous events.

As with the previous event, questions were received after the scheduled event, and these were also answered and included in the feedback. Again, staff seemed pleased to be offered the opportunity to ask their questions in the knowledge that someone was listening and likely to provide them with an answer.

As a result of all this activity, the Bib Services team is planning to create an extended FAQ for library staff in the use of the new catalogue interface, based on the questions and answers that were received at the various events. I am also going to suggest that we create a new library email list that can be used like an e-forum, for discussion about new services etc..

Overall, I think the two activities were quite successful, and I would hope to run similar events the next time we move to a new service.

PS The box labelled “Open me!” on the “welcome desk” contained loads of different quotes about libraries, catalogues, and cataloguers!

  

Discoverability

Promotion is part of discoverability, but it is only a part!

Libraries are vast sources of information, contained in a variety of formats, shelved in a variety of ways and locations. So how do [potential] users find the information they need?

In our library we have many different locations, from collections housed in different buildings (including an off-site storage facility), through collections in the basement (hard-copy journals, media items, missing pages/offprints, the archive and the rolling stack) the ground floor (short loan items), the first floor (reference section and Dewey sequence 001-615) to the top floor (Dewey sequence 616-999, oversize items, pamphlets and vulnerable items in secure glass display cabinets). How on earth do we expect users to be able to navigate through our valuable information resources when we spread our stock throughout the buildings in jigsaw-like fashion? If you have the picture, it’s easy enough to do, but if don’t have that useful aid, what do users do, and how can we help them?

The online catalogue

The catalogue is a huge part of the library’s public face; it needs to be clear, accurate, easy to use and reflective of the information resources that are available. At collection level, some of our resources are discoverable through their site code on the online catalogue (e.g. Law Library, Short Loan Collection), whilst some through their sequence (e.g. Reference, Media, Special Collections), and most are discoverable by old-fashioned serendipity – walking the shelves, finding something that catches your eye and turns out to be relevant!!

But what of title-level discoverability, or content discoverability? This is where, I believe, lies the strengths and skills of the cataloguer. An online catalogue can only ever be as good as the cataloguers who got the information onto it in the first place! If that information is wrong, sloppy, or partial, or the access points are too few or badly assigned and aligned then that title/content discoverability will be compromised.

As cataloguers in my workplace, we all recognise the importance of access and consistency, but we know our catalogue is far from perfect, so we are working on cleaning up our data, thus helping to ensure successful discoverability for our users  

We currently have a couple of projects on the go to enhance the discoverability of our resources by ensuring that we have adequate/copious/excessive authorised subject headings in our records, and that all our name headings are consistent according to our chosen authority list. Our jury's still out on the value of the 505 and 520 fields (at least until we get an OPAC display we have more control over), but couple our enhancement work with cataloguers answering users’ questions when on frontline enquiry work, and you have a recipe for success, at least for the regular stuff – if you’ll pardon the expression!

Other collections

However, not all our collections are catalogued on our library management system, and therefore they don’t appear on our online catalogue. The institutional repository uses different software, but, as cataloguers are involved in helping to create entries, it is possible, to a certain extent, to ensure discoverability through naming conventions, use of consistent keywords etc., where possible using the same conventions that are used in our catalogue records which can help to make more things more easily discoverable. 

The other area where information discoverability can be enhanced is in our archive collection. Again, consistent naming conventions, keywords and classifications all help users to find the information they are seeking, and if these are consistent with records in our other systems then this can help to link disparate collections of resources and therefore information.

And that’s what we want to do! Help our users to access information held in our resources that will help them to achieve their degree, their postgraduate qualification, or keep up with developments in their chosen field.

As cataloguers, I get the feeling we do all this with little thanks and little recognition, from colleagues, of the skills, time and effort we put in. We may hide in the basement, and we may not shout out about our achievements, but our work is omnipresent.

ALCTS - eforums

I've discovered how to check and see if any of my blog posts are being read and whilst checking I've noticed that my post headed ALCTS-eforum seems to appear regularly in the list of posts consulted, but I have a feeling this may be for the wrong reasons, or at least, I haven't been specific enough in the heading of that post.

ALCTS hold regular eforums and that post was a report on the forum specifically devoted to looking into catalogue research, following research that had taken place in 2010 - the Year of Catalog Research.

Since then there have been several eforums on topics of great interest to me and I have found them to be very helpful in demystifying several issues. So, from now on, if I report back on any of these eforums, I will be a bit more specific in my headings and tags so you don't get here and feel short-changed.