keys to self service success

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KEYS TO Self-Service Success Jane Cronkhite Santa Clara County Community Librarian Donna Ohr San Diego County Library Deputy Director Chelsie Harris San Diego County Community Relations Manager Lori Ayre Library Technology Consultant Wendy Wilsher Typographic and Wayfinding Consultant

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Presentation about the keys to delivering an excellent self-service experience to your library patrons. Concludes with the eight critical tips.

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Page 1: Keys to Self Service Success

KEYS TO Self-Service

Success

Jane Cronkhite Santa Clara County Community Librarian

Donna Ohr San Diego County Library Deputy Director

Chelsie Harris San Diego County Community Relations Manager

Lori AyreLibrary Technology Consultant

Wendy Wilsher Typographic and Wayfinding Consultant

Page 2: Keys to Self Service Success

KEYS TO

Self-Service Success

Why we are Here

Patrons Prefer an Independent Service Experience

Page 3: Keys to Self Service Success

KEYS TO

Self-Service Success

Experiences from the Field

Procurement & Implementation

Wayfinding

Q&A

Agenda

Page 4: Keys to Self Service Success

KEYS TO

Self-Service Success

Experiences from the Field:

Santa Clara County Library District

Jane CronkhiteCommunity [email protected]

Page 5: Keys to Self Service Success

KEYS TO

Self-Service Success

About SCCLD

Serves 412,000+ residents

9 cities

8 libraries, 2 bookmobiles

Over 9.1 million checkouts

3.8 million website visits

1.9 million items as of 2013-2014

Page 6: Keys to Self Service Success

KEYS TO

Self-Service Success

The Need for Self-Service

All residents benefit from and value the library

85% of residents have active library cards by 2017

Our libraries transform lives by enabling life-long learning and community engagement

Priorities reading & literacy, public technology needs, outreach and programming, ESL & citizenship, and an effective user experience

Page 7: Keys to Self Service Success

KEYS TO

Self-Service Success

Self-Services

Mobile App and Virtual Library 24/7, Tech ToolBar, Computers, Wayfinding

Page 8: Keys to Self Service Success

KEYS TO

Self-Service Success

Self-Services

Self Check-Out Machines, Payment Centers, Automated Materials Handling

Page 9: Keys to Self Service Success

KEYS TO

Self-Service Success

Getting Buy In

Implementation & Assessment

Pilot Projects, Tiger Teams, Service Groups, Involve Patrons

Page 10: Keys to Self Service Success

KEYS TO

Self-Service Success

Experiences from the Field:

San Diego County Library

Donna Ohr Deputy [email protected]

Chelsie Harris Community Relations [email protected]

Page 11: Keys to Self Service Success

KEYS TO

Self-Service Success

About SDCL

Serves 4,150 square miles

33 branches

2 bookmobiles

2012 Library of the Year

Page 12: Keys to Self Service Success

KEYS TO

Self-Service Success

SDCL’S IT Philosophy

Mobile Technology Enhances Services and Increases Capacity and Access

Page 13: Keys to Self Service Success

KEYS TO

Self-Service Success

Making it Happen

Funding: Functional Threading and Alignment, Staff are the experts

Page 14: Keys to Self Service Success

KEYS TO

Self-Service Success

Engaging Customers

Community Customization

Technology is an expansion of services, not a replacement of personal interaction

Page 15: Keys to Self Service Success

KEYS TO

Self-Service Success

Making it Fun!

Marketing the Service

Page 16: Keys to Self Service Success

KEYS TO

Self-Service Success

Customers Love It!

2014 Digital Government Achievement Award

Page 17: Keys to Self Service Success

KEYS TO

Self-Service Success

Lori AyreLibrary Technology [email protected]

Procurement

Implementation

Page 18: Keys to Self Service Success

KEYS TO

Self-Service Success

Strategic Goals

Keep Procurement aligned with Strategic Goals

What Problem is being Solved?

What do you want the User Experience to be?

Page 19: Keys to Self Service Success

KEYS TO

Self-Service Success

Modify, Change, Prepare

Modify Spaces, Change Policies, Prepare Collection

Redefine Service Points

Remove Impediments to Self-Service

Page 20: Keys to Self Service Success

KEYS TO

Self-Service Success

Involve Staff

What are the New Ways they will be Interacting with Patrons

Page 21: Keys to Self Service Success

KEYS TO

Self-Service Success

Support Patrons

Training and Positive Messaging

Have a Plan to Support Patrons Through the Transition

Page 22: Keys to Self Service Success

KEYS TO

Self-Service Success

Wayfinding is a Key to Self Service Success

Getting it Right

Wayfinding Examples

Wendy WilsherTypographic and Wayfinding [email protected]

Page 23: Keys to Self Service Success

KEYS TO

Self-Service Success

Good wayfinding & information can help customers access library services independently

Page 24: Keys to Self Service Success

KEYS TO

Self-Service Success

Getting it Right

Location

Language

Content

Consistency

Attractive

Page 25: Keys to Self Service Success

KEYS TO

Self-Service Success

Directional

Page 26: Keys to Self Service Success

KEYS TO

Self-Service Success

Directories

Page 27: Keys to Self Service Success

KEYS TO

Self-Service Success

Identify Key Services

Page 28: Keys to Self Service Success

KEYS TO

Self-Service Success

Specific Systems

Page 29: Keys to Self Service Success

KEYS TO

Self-Service Success

Specific Tasks

Page 30: Keys to Self Service Success

KEYS TO

Self-Service Success

Identify Material

Page 31: Keys to Self Service Success

KEYS TO

Self-Service Success

Self-Sufficient Customers

More Rewarding Staff Experiences

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Page 32: Keys to Self Service Success

KEYS TO

Self-Service Success

The KEYS

Involve staff and stakeholders in redefining the patron experience

Make sure changes result in enhanced/new services

Take needs of affected customers into account

Keep initiative aligned with strategic goals

Modify spaces, policies, and collection to support goals

Support patrons with training and positive messaging

Provide effective information throughout the library

Make it a happening! Be bold and colorful and have fun

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Page 33: Keys to Self Service Success

KEYS TO

Self-Service Success

Contact Information

Jane CronkhiteSanta Clara County Community Librarian

[email protected] (408) 866-1991 x 3200www.sccl.org

Lori AyreLibrary Technology Consultant

[email protected] (707) 763-6869www.galecia.com

Wendy Wilsher Typographic and Wayfinding Consultant

[email protected] (408) 306-4115www.wilsherdesign.com

Donna OhrSan Diego County Library Deputy Director

[email protected] (858) 694-3786www.sdcl.org

Chelsie HarrisSan Diego County Library Community Relations Manager

[email protected] (858) 495-5042www.sdcl.org