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Teaching & Learning @ NGL

Defined

All questions fielded at the various service points throughout the library can be defined as purposeful conversation between librarians and patrons in which librarians ask questions in order to get a clearer, more complete picture of what users want to know.  Tracking questions' level of complexity is valuable in decision-making in the library and in telling the library's story.

The READ Scale is a 6-point scale tool for recording qualitative statistics gathered when library staff and faculty assist users with their inquiries or research-related activities by placing an emphasis on recording the effort, skills, knowledge, teaching moment, techniques and tools used by the librarian during the reference transaction.

"While the value of . . . librarians providing reference service to patrons is obvious to those who utilize such services, there are often occasions when libraries must justify their use of personnel and resources. In those cases, not having data that provides evidence of the reference work being done, or not having relevant data, or not having a cohesive statistical procedure, can be detrimental to the library's continuing efforts at improvement." - Bowron & Weber, 2017

Tips for Success

A successful reference interaction revolves around a problem-solving paradigm built on open-ended questions and negotiations to fine-tune the patron's query from their initial question to the real question (what it is they really want or need to know).

R.E.A.D. Scale (Reference Effort Assessment Data)

 1
  • Answers require the least amount of effort
  • No specialized knowledge, skills, or expertise needed
  • No consultation of resources
  • Answerable by pointing or with few words
Examples:
  • Directional inquiries         • Library hours
  • Basic assistance (ex: supplies, directional, locating / using copier / printer / computer / scanner)
 2
  • Answers require more effort
  • May need some reference to resources
    (catalog, webpage, reserves, account, etc.)
  • Any service point should be able to answer
Examples:
  • Call number inquiries        • Item location
  • General library or policy information
  • Minor machine / printer / computer assistance
 3
  • Answers require some effort and time
  • Consultation of a single resource / interface
  • Minimal instruction may be required
  • Some reference knowledge / skills needed
  • If referrals are done, they occur after brief consult of 1-2 sources
Examples:
  • Answers require specific resources (databases)
  • Basic instruction on searching the catalog
  • Direction to relevant subject databases
  • Introduction to web searching for an item
  • Increasingly complex technical problems 
 4
  • Generally the max level answered at a desk
    (unless ThomRoom, Archives, TWC, MLR, or Digital)
  • Consultation of multiple resources 
  • Patron requires multiple (>3) sources 
  • Subject librarian / specialist may be needed
  • More instruction / assistance needed
  • Can be supportive for the patron, or if searching for difficult to find finite answer 
  • Exchanges can be more instruction-based, teaching patron more in-depth research skills
Examples:
  • Instructing users how to use complex search techniques for the catalog, databases, or web
  • How to cross-reference resources and track related supporting materials
  • Services outside of reference (ILL, Tech Services, Archives, etc.)
  • Assisting users in narrowing or broadening searches / topic definition
  • Statistics questions
 5
  • Not normally at the desk; typically by consultation
  • Requires more substantial effort and time
  • Subject librarians / specialists need to be consulted
  • Appointments with individuals may be recommended 
  • Efforts are cooperative between patron & librarian &/or colleagues
  • Reference / research skills needed
Examples:
  • Question evolution
  • Honors or Graduate / Doctoral research
  • Interdisciplinary consultations / research
  • Expanding searches beyond local availability
  • Difficult outreach problems
 6
  • Not normally at the desk; typically by consultation
  • Inquires cannot be answered quickly
  • Providing in-depth research and services for specific needs of the patron
  • Covers some 'special library' type services (Special Collections, Archives, MLR, Digital Services)
Examples:
  • Creating bibliographies
  • In-depth faculty / doctoral research
  • Relaying specific answers & supplying supporting materials
  • Working with outside organizations / partners
  • Collaboration and on-going research

General Notes:

  • 1's and 2's are questions every library staff member should be able to answer. Anything that requires specific, in-depth training is a 3 or higher
  • If you feel a question is between categories, score the interaction in the higher category
  • There should be no 6's and very few, if any, 5's done at the desk
  • If extra effort or instruction is required, bump a question up a category (i.e., a 3 might be a 4 if a patron has never used the library before or has trouble understanding the instructions)

 

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