Friday 18 December 2009

The answer's always in the question

I'm probably the only person in the known universe who's going to be doing this but it's worth my noting it down as a reminder of the general principle.

We've bought into smartsm, which is an evidence-based stock management tool. We're working on Dynix, which provides a ton and a half of really useful data but which provides far too much detail for everyday working. The idea is that we can use smartsm to pull together the data into reports which can be run by front-line staff who can then take whatever action is appropriate. (The idea's a bit more and a bit bigger than that, but that'll do for the purposes of this narrative.)

Dynix is an old library management system and interoperability isn't it's strong suit, by a very long chalk. The good news, though, is that it's very easy to do snapshots of any combination of data and then export that out as text. Being an old Pick system, the data's not held in tables like you'd see in an SQL database; the best way I can describe it is that for all practical purposes the data's held suspended in mid air connected together by bits of string. These bits of string ("dicts") are one of the most powerful data manipulation tools I've had the pleasure of playing with and I'll miss them greatly when we eventually move onto a new LMS. They do three jobs:

  • They define which piece of data you're looking at;
  • They define how you're going to see the data; and
  • They can link the data in one file to that in another file.

So, for instance, the dict called BARCODES in the bibliographic record file called BIB reports the data found in the first line of a BIB record in columnar format 16 characters wide. The dict called L-COLLECTION reads the data in the first line of a BIB record, uses those barcodes to look for the appropriate records in the HOLDINGS file, reads the code in the fifteenth line of each record, translates the code(s) into the appropriate collection labels and reports these in Title Format in a column 40 characters wide. And once a dict is set up and shown to work OK you can forget about all the intermediate steps and just get the data.

So what's this got to do with smartsm?

We need to do a monthly extract of our catalogue data providing the bibliographical data for each item plus its location, collection, current status and its use. And smartsm need this as comma-delimited data in a set format so that they can map it against their reporting processes. Most of which is easy enough to do: if you tell me that you need the title of each book up to a maximum of 100 characters it's literally less than a minute's work to do. You want it comma-delimited, it'll take a minute or two to remember how to impose a constant comma in front of the reporting data. And for the most part it really has been that easy. In some cases I've wanted to aggregate the data into something more useful, for instance we have umpteen item statuses providing different reasons why these items are not available for loan (being repaired; being boxed up for transfer to another library; audio items bought then held back under the terms of the performance licence, etc.), which are usually useful when you're looking for a particular item but drag in a bit too much confusing detail for reporting purposes, so I set up a dict that just reports these as "not available." A few bits were more complicated but I got there in the end.

And then there was the date format.

Date formats are a pain in the arse, no two ways about it. The data extract had to provide the dates in a particular format, which isn't any of the date formats available on Dynix. I spent six weeks trying, and failing, to write a dict that jiggled the components around a bit to give the right format. I was beside myself with frustration.

On the bus home one night I realised I'd been a prat.

We need comma-delimited data, right? If I downloaded the entire catalogue database and stuck a comma at the beginning and a comma at the end this would be treated as one piece of data, one column wide and one row deep. I didn't need a dict that juggled the day, month and year data. I needed a dict for day, a dict for year and a dict for month. With a comma before the day data. Which was five minutes' work the next day.

Note to self: in future, pay attention to all the question. The answers come easier that way.

Thursday 17 December 2009

Customer service skills: a collaborative training event

There's a nice bit of live-blogging of a useful workshop discussion on the ALA Learning web site. Don't be put off that the results conveniently fall into a "top ten" list: the ideas presented are simple and entirely do-able. In fact they're uncannily similar to the topics I used to include in customer care training sessions in the early nineties, so I might have been getting something right.

In principle I'm torn on live-blogging. On the one hand it's a good way of delivering a running account of a discussion or workshop. On the other it can be a bit off-putting for participants to be hearing the tap-tap or click-click of the recording angel. When it works it can be extremely useful. I think success hinges on the working brief:
  • It has to be an appropriate topic - there's no point in live-blogging somebody doing a PowerPoint presentation, for instance.
  • It has to be an appropriate audience - if the participants are going to be paying more attention to the recorder than the facilitator it's a waste of time. (I'd argue that live-blogging any activity involving young children is a hiding to nothing.)
  • It has to have an appropriate purpose - you need to be doing something with the results or else you've wasted your time.
  • The recording angel has to pay attention to the activity, not the recording thereof.

While I'm on the subject of customer care in the library, there are some useful notes about communicating in the virtual reference library environment on the Association of College & Research Libraries web site.

Wednesday 9 December 2009

The problem with self-service checkouts

Although this piece in the BBC News Magazine is about self-service checkouts in supermarkets there are still a few things we can learn from it. (And no, we still haven't done anything about putting self-service issue in any of our libraries, so my interest in this is purely on a precautionary basis.)
  • Self-service means that the customer is doing all the work. We need to make sure we're not also making them cope with a pile of unnecessary inconvenience.
  • We also need to make sure that we're not making the customer do anything that would make them realise that they're doing all the work and it might be quicker to just take the items to a staffed issue desk.
  • You need staff to support customers using the self-service facility. (We knew that already but too many self-service developments have been funded on the basis that there'll be an immediate saving on staffing costs.)
  • Many customers want the interaction with a human being, we are social animals after all. We need to respect this added value to the transaction (and get it right!) as this often makes the difference between a repeat visit or not.

Tuesday 8 December 2009

Library Management Systems: Development directions

I'd entirely forgotten I'd written this. The library management system market is in a state of flux at the moment (the moment being the best part of a decade now!) and one of the questions we're all hoping will go away is: "why do you need a library management system in the first place?" Other council services have customer databases and keep track of customer transactions. And/or have resource management systems that include acquisition, distribution and use to end of life. Why are libraries different?

Well, we are different in many ways. We have international database standards for our catalogues so that we don't have the pain that many public sector document management systems are going to have over the next ten years. Most of our base data can be easily mapped from one system to another, from one library service to another so we can do collaborative work like regional loans and consortium working. (An argument that will be easier to pursue when library management systems deliver their promises on interoperability with non-library systems.)

But are we different enough to satisfy an entirely understandable corporate wish for a nice, simple one-stop solution? That's entirely down to the library service's specification of functional requirements (the UK Core Specification being just a fraction of what a modern library service needs) and the business case supporting that functional specification. If it turns out that a one-stop solution delivers to that specification, excellent, everyone's a winner. If it doesn't and some other solution does then some hard choices need to be made.

I don't know what, if any, input I'll be allowed to have on our choice of a new library management system; I suspect very little. I will keep making the case for a functional specification and a business case, though. There's no point in telling somebody to paint your front door any old colour and then spending a decade complaining that it was painted red.

Wednesday 11 November 2009

Staff conference

We had a one-day staff conference on 21st October. As many people as possible got together at the Wheatsheaf Library for a programme of workshops, briefing sessions and keynote speeches about developments in the library service and the wider world. In retrospect there was just too much stuff to fit in but we only get to do it once a year and there's a huge pile of stuff to try to catch up with.

Alison and I were asked to do a workshop on Web 2.0. Given that most of our staff didn't know what the buzzword means the workshop was necessarily an introduction. We also needed to address the obvious and legitimate question: "so what?" If, at the end of the day, all you're doing is wasting your time playing with a new toy, you're wasting your time. Luckily we were helped by the fact that a couple of the briefing sessions were about public perceptions of council services and corporate communcations and marketing. A presentation and workshop asking people to think about perception, message and viral marketing fit in quite neatly.

I've uploaded the presentation to Slideshare.

Here are the notes


Introduction

We didn't want to have you sitting round computers for this workshop as:

  • We don't have the time to "show you how to do" Web 2.0 services
  • We don't want to anyway: we'd be spending most of our time
    • explaining the mechanics of one or two of the hundreds of similar-but-not-quite services that there are out there; and
    • complaining about the council's network connections;
    • (or else complaining that corporate rules block staff access to some key sites).

We wanted to use this as an opportunity to explain to you the underlying principles that makes so-called "Web 2.0" different to "Web 1.0." The most important of which is:

Web 2.0 is about people sharing news with other human beings.

The important word there is SHARING

There are all sorts of services on the Internet that let you share "news," text, links, messages, pictures, music and/or videos.

  • Many of them are free.
  • Most of them can share "news" with other services.
  • You aren't tied into using any particular one of them
    • you can have more than one service on the go;
    • if one service doesn't do the job you want to do you can try something else;
    • the one you're using today won't necessarily be the one you use tomorrow, or next week, or next year.
  • Most of them can "feed" other websites so that information there is automatically updated.
  • Most of them can be "fed" by other websites so that they include automatically-updated information.

Web 2.0 is "The Social Web" - people are sharing stuff with other people.



The Quiz of Quizzes: brand recognition and values

We showed you some pictures and asked you some questions:

  • What is this?
  • What one word do you associate with it?

It was important that we got the first answer that came into your head. We wanted to see whether or not you recognised the brands in question and we wanted your gut feeling of the value or quality of the brand. This last is often the difference between your thinking about buying something or not even looking twice.

What was the brand?What were the key words?

a Rolls Royce

Luxury — Posh — Luxurious — Comfort — Wealth — Big — Money — Affluence — Tasteless — Style — Bourgeois — Weddings — Glamour
Just out of interest: when was the last time you saw an advert. for a Rolls Royce?

a jar of Marmite

Horrible — Yuck — Toast — Hate — Runny — Awful — Distaste — Nasty — Sandwich — Strong — Healthy — Marmite

Marks & Spencer logo

Everything — Quality — Sell — Knickers — Clothes — Respectable — Pricey — Old — Grandma — Mmmm — Happy — Expensive — Underwear

pints of Guinness

Beer — Ireland — Drunk — Ugh! — Food — Creamy — Black — Expensive — Yummy — Drinking — Socialising — Pregnancy — Toilet — Bitter

Google logo

Internet — Search — Web — Ease — Knowledge — Information — Computers — Easy-to-use — Spam — Online — Links — Popular

Companies wanting to sell or promote a product or service put a lot of effort into brand recognition. They want you to know their product and they also want you to automatically think nice things about it.

  • Advertising's a tried and trusted way of bringing the brand into public notice.
  • They'll sponsor "something nice" — an event, a team, whatever — so that the brand gets a bit of reflected glory.
  • Sponsorship is also a way of making people see or hear the brand name or logo.
  • Word of mouth is the best advertising: if you can find some way of getting people to talk about your product or service you can start to reach more people than your adverts can.

If the word of mouth advertising is good enough for long enough you might not even have to bother advertising your brand!



It pays to advertise?

OK, there's a bit of a cheat to this: film studios are very, very, very nervous of putting film clips, or even trailers, onto video-sharing sites and when people upload clips from the film the film companies will contact YouTube to get them removed eventually. So the number of visits for The Pirates of the Caribbean are artificially low. The number of visits to the Derren Brown clip is roughly the industry standard.

Wednesday 28 October 2009

Story time guides

This Flickr post provides an easy-to-use, step-by-step set of instructions for a pumpkin-themed storytime. This is cheap, technically easy to do and very, very effective. The instructions have been posted as a sequence of comments, which is a neat way to deliver the goods. There are a good many other examples to find in the Tiger lair photostream.

All respect and credit to Susan for having the wit and imagination to do this!

Wednesday 26 August 2009

While I remember...

I said we're exploring web 2.0 stuff. I should have mentioned a few other bits and pieces.

A bit of a facer

Inevitably, I've put the Library Service onto Facebook.

Actually, I did it ages ago so as to put the blocks on anybody wanting to pass themselves off as us. I've gone more active with it recently because there are a few ideas I want to explore. And also, if I'm being honest, because I got sick of hearing "so and so is on Facebook."

To my mind, there's no point in spending any effort in being on Facebook (or anything else for that mind) if you're not doing much with it. If your Facebook profile is just going to be a copy of your website you might as well just post the link to the website. (To be fair, that's exactly what some people have done and for that reason.) So if I was going to bother with it I needed to have something to do that warranted its use. Luckily I did:

  • A couple of colleagues are doing projects which could usefully use the informal interactivity of Web 2.0 to get input and ideas from anyone who wants to take an interest. Setting up pages for a couple of projects would give them the opportunity to experiment. Because projects have finite boundaries it makes it easier to get a sensible impact analysis. Truthfully, we're not expecting a huge impact: we're not publicising any of this work as one of the things we want to know is how much interest they generate by themselves. The primary purpose of the exercise is to give Alison and Ray the opportunity to test the environment.

    If you want to have a look at what they're doing on Facebook:

  • There's not currently an Events Calendar on the web site. We can, and do, publicise events on our news and events pages but a calendar is always a useful publicity tool. This is being worked on at the moment by the council's Web Team. In the mean time I thought it would be useful to use the Events tool to tide us over.

  • I want to explore the possibilities for using Web 2.0 tools, including Facebook, for viral marketing of the service and our services. I have a couple of ideas for this.

One of the questions for us to ponder is: who to have for friends. On principle we're working on the basis that anyone who wants to be a friend can be our friend. Ah, but what about the 'friend suggestions?' Personally, I wouldn't be going about asking people to be a friend. That's just the way I am: shy and reserved and not willing to be intrusive. Other, more sociable, colleagues definitely would and gently remind me that I'm the one always moaning about the "traditional" public library marketing ploy: "everybody knows about it, we put a notice up in the library." We're still finding our way, we'll see how it goes.

Monday 24 August 2009

By way of being an introduction...

I promised myself I wouldn't do this: there are tons of blogs about library service development all over the shop and is therereally a need for another?

Probably not.

But I do have a personal need to keep a running note of various strands of work I'm doing at the moment and this was the easiest (and cheapest!) way to do it. So here it is.

There's no good reason for this to be a private blog (except personal embrassment when I show myself to be entirely ignorant of the clever doings of the world), so it may as well be public. If you've any comments or ideas you'd like to share I'd be interested to hear them.