Professional Documents
Culture Documents
Introduction
Virtual reference services are popular with patrons and librarians alike, and are
frequently used in academic institutions. Encompassing both e-mail and chat service,
computer-based medium (Dee & Allen, 2006, 69),” is an outgrowth of the increasingly
topic of much review and study. This literature review will analyze current scholarship
librarians from 8am to 5pm every day of the week; a research assistant covers the desk
from 12pm to 2pm three days a week. Our objective in performing this literature review
literature to see how successful, based upon user satisfaction and returning users, the
used existing literature to compare virtual reference and traditional reference services.
After considering all of the background and taking our own situation into account, we
with virtual reference. At that time, a recommendation for or against virtual reference
(Diamond & Pease, 2001, 210). Virtual reference has been implemented in academic
libraries as a way to integrate new technology to better serve patrons and their
information needs. However, while librarians are eager and willing to use new
technology they still must grapple with questions regarding what technology is best
suited for virtual reference, who may use it, and the types of questions that should be
answered using this new service (Diamond & Pease, 2001, 210). According to Diamond
and Pease, who analyzed two years worth of virtual reference transactions, reference
librarians staffing virtual reference services should be prepared to answer a full range of
questions ranging from general reference, ready reference, and information literacy
skills (Diamond & Pease, 2001, 217); online reference should offer the same quality of
service to users that in-person reference has traditionally provided (Ward, 8).
virtual reference systems (Dee & Allen, 2006, 69). The usability of virtual reference is
determined by assessing "how easy-to-use and intuitive end-user interfaces are" (Dee &
Allen, 2006, 69). Success or failure of virtual reference depends on whether or not the
link to the virtual reference is easy to find, the amount of technical problems associated
with the service, and librarians’ instruction or lack thereof (Dee & Allen, 2006, 70). To
increase usability of virtual reference services offered, the library should promote, and
determined that their patrons "value electronic reference services” (Stoffel & Tucker,
2004, 139). Even though chat reference provides instant service, patrons still
and allows the user to remain anonymous (Walter & Mediavilla, 2005, 213). Chat is a
favorite mode of reference for undergraduate students (Desai & Graves, 2006, 340).
software - allowing both the librarian and patron to view and control the same internet
screen (Desai & Graves, Co-browsing, 2006, 340). Co-browsing also allows the
librarians to send files at any time to the patron such as websites, Word documents, or
PDF files (Boyer, 2006, 122). Patrons learn how to find information by either following
what the librarian is doing or through instructions (Desai & Graves, Co-browsing, 2006,
instruction (Desai & Graves, 178, 2006). A survey from Morris Library at Southern
Illinois University, indicated that patrons felt they had "learned something new from the
[IM] transaction and that IM is a good way to learn" (Desai & Graves, 2006, 187). The
patrons’ willingness to return indicates their satisfaction with the process (Desai &
Creators and designers of virtual reference systems believe that the future of
virtual reference is Voice over Internet Protocol. This technology allows librarians to
show patrons web pages, and replaces chat with voice, a process which is similar to
librarians co-browsing with patrons while talking on the phone with them (Boyer, 2006,
125). Although voice communication is not yet commonplace, technologies such as this
will pave the way for more versatility in the virtual world because most people talk much
reference demands of students (Cummings et al., 2007, 82). The ability for librarians to
communicate with users through different modes of technology is often cited as the
reason for the implementation of new technology and services offered to patrons
(Cummings et al, 2007, 82). Libraries must balance users' needs with the desire to
obtain technology that creates easier access to the collection and virtual reference.
Expediency and ease of use are two of the most touted benefits of virtual
reference; however, the implementation of the service rarely attains these benefits. The
process can be expensive, lengthy, and slow to show results, and therefore must be
thoughtfully considered before begun. According to Jane and McMillan (2003) and
Chapman and Del Bosque (2004), the preparatory process should include, but not be
limited to, studying past and current literature, garnering support from staff and
associated boards, testing and choosing software to host the service, developing and
marketing the service, and determining when the service will run. The numerous steps
can take more than one and one-half years to complete (Jane & McMillan, 2003, 241).
Thus, the amount and time of work involved in implementing a virtual reference
service cannot be underestimated. Jane and McMillan (2003) both suggest that
project manager to oversee the process (p. 241). In agreement, Chapman and Del
Bosque (2004) at the University of Texas (UT) did just that, creating the position of and
hiring a "Virtual Reference Coordinator" to oversee the creation and execution of its
library's virtual reference service (p. 59). While not all institutions possess the resources
to support an additional staff member (UT's position was funded by a year-long grant,
which eventually ran out and demanded that the position be altered), the process should
the staff members that would man the virtual reference service. Jane and McMillan
(2003) also suggest that only librarians with reference experience should be recruited
for the service (p. 242), and Boyer (2001) found support from staff to be paramount (p.
124). Though many libraries preparing to institute a virtual reference service only train
the staff members that will work it, Chapman and Del Bosque (2004) consider it
worthwhile to at least debrief the remaining library staff on the service (p. 62). Doing so
Once begun, the virtual reference service can be slow to catch on; in some cases, it
can fail entirely. Jane and McMillan (2003) reported that one-quarter of the University
"hang-ups" meaning the librarian's welcome message went unanswered (p. 241);
Chapman and Del Bosque (2004) experienced the same phenomenon (p. 68). Boyer
(2001) recalls that North Carolina State's initial virtual reference service had to be
completely overhauled because its inaugural program was too difficult for students to
libraries can go far in ensuring that their new service would be used. After the failure of
its first service, North Carolina State's virtual reference program drew a continuously
increasing patron base following its slow first month of inception; advertising in the
school paper particularly caused the number of transactions to spike (Boyer, 2001, 123).
Chapman and Del Bosque (2004) suggested creating a prominent first- or second-level
link to the service from the library's homepage; incorporating dialogue about the service
67).
Many differing opinions exist on the subject of the reference interview with some
authors finding repeated discussion of the reference interview unnecessary and others
"Reference Interview or Reference Dialogue?, wrote that librarians are wasting time by
continually trying to revamp and update reference offerings and attempting to figure out
how to transfer the reference "interview" to the online environment (p. 101-102).
Instead, Doherty suggests that the reference "interview" should be reframed to what
would be considered a reference "dialogue." This included a shift from what was often
107). Doherty discusses the differences between reference types in regards to reference
"interviews." He stated that typically, the reference interview assumes that users require
assistance in determining their needs. Yet, many times, online users are more
independent and are able to better frame their questions than librarians give them credit
One main difference between virtual and face-to-face reference services was the
type of questions asked by patrons. Diamond and Pease (2001) aggregated and
considered 450 questions from California State University (CSU) Chico's digital
reference service over a two year period (p. 212-213). The authors were surprised to find
such a high level of complexity in the research queries but found that all five librarians
handled all questions aptly (Diamond & Pease, 2001, 215). The questions analyzed were
email transactions that took place between August 1997 and May 1999 and included
catalog look-up and use, library policies and scope of collections, connectivity questions
and database mechanics. The study concluded that questions asked through email
virtual reference services were not largely different than questions asked during
Carolina State also concluded that the types of reference questions asked virtually were,
for the most part, typical reference questions, including how to locate items and deal
C. Instructional Differences
dialogues) with librarians who easily facilitated instruction with their explanations. The
readily (or easily) available. Librarians had a tendency to simply give an answer rather
than showing and teaching the patron how to find the answer themselves. In a study
done by Christina M. Desai and Stephanie J. Graves (2006), virtual reference patrons
were surveyed over a seven week period. The analyzed transcripts provided ample
opportunity for the authors to determine whether and how virtual reference instruction
was taking place. The authors first discuss the new role that instruction played in
librarianship which facilitated the librarian's shift from "question answerer [to]…
'teacher/learner facilitator'" (Diamond & Pease, 2006, 176). Librarians were found to
have provided instruction - both solicited and unsolicited - in over 80% of the IM
exchanges. The authors advocate for transparent reference service, and explain the most
common IM instruction techniques, which include leading (step-by-step instruction)
and modeling (providing the answer and then outlining steps to find information)
D. User Satisfaction
virtual and face-to-face reference. A study by Nilsen (2006) measured user satisfaction
(willingness to return) as a major criterion of the service’s success and showed that
virtual reference transactions had lower rates of satisfaction than face-to-face reference
(p. 92-93). Overall statistics (face-to-face and virtual reference transactions) showed
that one third of patrons were dissatisfied with the service. The study also showed that
patrons were less satisfied with email reference than they were with chat reference.
However, the limitations to this study may have made results inconclusive as a sample.
Data from 266 face-to-face reference transactions were compared to data from only 85
Nilsen (2006) determined that user satisfaction has more to do with the feelings
users had from the interaction than with whether or not they received the information
they were seeking (p. 94). In the virtual reference environment, librarians had a
tendency to forgo the reference interview, send un-monitored referrals (sending the
patron URL after URL), and failed to ask follow up questions (Nilsen, 2006, 96). The
study found that many librarians assumed patrons were computer illiterate and
immediately sent them links from Google™. However, the librarians overlooked that
fact that many chat users had already tried a Google™ search and were looking for more
the service. Librarians who enjoyed and engage in the service found the percentage of
positive customers greatly increased. However, if the reference interview, follow up, and
casual atmosphere were not used patrons would view the experience as uncomfortable
and would likely not use the service again. Mediavilla (2005) found that teens and
college students had a generally negative attitude about librarians because librarians
failed to treat their question seriously and therefore teens did not use reference services.
Virtual reference services created an environment that took away the confrontational
element that teens/college students fear in librarians (Mediaville, 2006, 2). The
reference interview took place in a comfortable arena and the librarian brought the
service to the student rather than the student having to go to the service. The online
environment was a casual place for students to converse with friends and relatives and
this type of familiarity spilled over to virtual reference which made the patron more
comfortable.
Mediavilla’s (2006) use of the popular novel Men are from Mars and Women are
from Venus got to the heart of the divide between young patron and older librarian.
There was a major gap between the way teens/college students converse digitally and
how librarians converse with teen/college level patrons. Mediaville alluded to J. Janes
As stated previously, younger patrons were used to the conversational nature of virtual
communication with their friends and librarians must try to emulate this relationship in
order for virtual reference to be successful while remaining professional. It was a fine
librarian in a virtual reference situation was sometimes caused by the lack of visual
and/or tonal clues (p. 96). Boyer (2001) also discussed this when he stated that the
behaviors which were less accepted at the traditional reference desk (rude language,
slang, quick sign offs, etc.) (p. 124). Without these visual clues, reference librarians
were essentially going into the transaction blind. In addition, Mediavilla (2005) wrote
that school assignments were treated as second class reference questions which
contributed to students feelings of alienation when they used the library. Specifically,
college students have labeled librarians as “those who like to point, those who like to
help, and those who hate kids” (Mediaville, 2005, 2). Teens and college students were
less concerned with proper grammar and spelling which adds time for librarians who
were trying to create perfect replies. College students were afraid and hesitated to
converse with the reference because the librarian looked busy. She also conceded that
virtual reference solved the common problems inherent during in-person reference.
Cummings, Cummings, and Fredikisen (2007) also found that good marketing
was directly related to the success of virtual reference because patrons will not use the
service if they do not know about it. Placing the logo for Ask a Librarian virtual
reference service logo in multiple locations both on the computer and in the library
increased the response of patrons (Cummings, et. al, 2007, 89). Their study showed
that students who used online chat socially were unaware of online chat on libraries’ or
vendors’ websites. As a result of the survey and traditional social chatter patterns, the
authors discovered that students were interested in using virtual reference in early
evening and late at night when librarians were usually not in the library. The use of the
service as a library hour extender served the library well (Cummings, et. al, 2007, 85-
89). A major conclusion the authors made was that the success of virtual reference is
based on users’ perception of the service (Cummings, et. al, 2007, 91). It was important
there is more than one access point for the service. In the end the study showed that
even if students were aware of the service, due to the hours of operation the use of the
service would remain very low (Cummings, et. al, 2007, 91).
In contrast, Nilsen (2006) found that librarians were able to handle all types of
reference questions, yet there was some room for improvement in clarity of question
response and follow-up (p. 96-99). Diamond and Pease (2001) noticed that the success
of virtual reference would be increased if librarians specifically utilized white space and
used numbered points in virtual reference responses while maintaining a formal tone (p.
217). The white space aids in readability and when used effectively makes reading on the
computer screen clearer and faster. The authors also conceded that e-mail reference was
not the most effective media for question negotiation in order to have a clear idea of
what a patron asked (Diamond & Pease, 2001, 217). Although the Internet has increased
communication speed, e-mail reference does not have the versatility of virtual reference
(chat reference). As Kloss and Zhang (2007) discovered, patrons who evaluated the
services offered via virtual reference felt they would use the service again and were
satisfied with their transactions (p. 570). A major setback for librarians included the
difficulty in maintaining the same level of service for multiple patrons at the same time.
The librarian felt patrons failed to realize the amount of time it took to locate legitimate
sources as well as the limitations of websites. The use of e-mail along with virtual
reference gave the librarian the option of finding print sources for the patron and gave
the librarian time to locate further information (Kloss & Zhang, 2007, 569-570).
Diamond and Pease (2001) found that digital reference was not limited to
traditional ready reference type questions, but included questions which surprised many
first time virtual reference librarians (p. 213). Similarly, Christine Desai and Stephanie
Graves (2006), found that 80% of 169 virtual reference transactions included
instruction on many different levels (p. 177-178). Their basis for comparison included
six categories which included asking for instruction, asking but not receiving
instruction, did not ask for instruction but was given, neither party asked or received, no
instruction was possible and not asked but it was offered. Of the people that responded
to an accompanying survey (50 out of 169) nearly all users were happy with the service
and would use it again however the number of users remained low. The authors further
detailed that at least 62 percent of patrons were willing to be instructed and at least 30
percent were willing to accept instruction if it were offered. A staggering and impressive
96 percent of chat patrons felt they were learning which was important to note because
the ability to teach was very much a part of the virtual reference experience (Desai &
Although virtual reference patrons were positive about the service, the University
of Texas’ intended audience (distance learners) rarely used the virtual reference service
and overall the service is not used widely used (Chapman & Del Bosque, 2001, p. 71).
Chapman and Del Bosque also found that, although it was an initiative they would
continue, the "start-up costs often outweigh to number of questions that received”
(Chapman and Del Bosque, 2004, 58). Sadly, the authors recorded from a frustrated
librarian that,
In addition, Penka (2003) noted that it was important, before the implementation of
virtual reference services, to realize the needs of the patrons so that the library could
meet patrons’ needs on their own terms and in their own environment (p. 2-3). This is
definitely clear from the frustrations of the librarian. UT was given a large grant to
jump-start their virtual reference project which helped to purchase equipment. Without
the grant the project would have taken a sharply different turn and most likely would
In a world of fast food, mail delivered DVDs, and internet shopping, convenience
is important to library users. Kloss and Zhang (2003) detailed the benefits of extending
the hours of virtual reference. Virtual reference also improved the images of libraries
and they were seen as "with-it” (p. 569). Librarians also had the opportunity to teach
patrons about authoritative sources as well as sources beyond those that could be found
in search engines. They found the service an inexpensive way to extend hours (Kloss &
Zhang, 2003, 569). The resources needed for virtual reference differ greatly from those
needed for a traditional library. Access to a computer and the Internet make virtual
resources for the most part virtual reference was completed in the online environment
with websites and other digital resources (Kloss & Zhang, 2003, 568). Virtual reference
reached different types of patrons that would not normally visit the library but still have
a lot to gain from the library. With many services continuing to grow online this type of
service improves the image of libraries (Kloss & Zhang, 2003, 569).
service starting in the fall of 2002 (Cummings et al., 2007, 83). In the winter of 2004,
order to determine the cause of the low use of this virtual reference service. The study
concluded that even though chat-based reference had a high user satisfaction and was
perceived as an adequate service it still was not used often (Cummings et al., 2007, 83).
Before implementation of chat reference it is important to take into consideration the
users, and if they will actually use the service (Cummings et al., 2007, 89). The authors
success or failure" (Cummings et al., 2007, 89). Reasoning behind the lack of use was
that patrons wanted a chat service to be available at odd hours including late evenings
and early mornings (Cummings et al., 2007, 89). Chapman & Del Bosque (2004) also
discovered that distance students at the University of Texas did not use virtual reference
service in large numbers because of the hours of service; it was only available during
traditional hours (Chapman & Del Bosque, 2004, 72). Most distance students work
during the day and at night were most likely to use the service-but it was not available
then (Chapman & Del Bosque, 2004, 72). As already noted, it is important before the
implementation of virtual reference services to realize the needs of the patrons, so that
the library can "establish services in such a way to meet the patrons at that point of need
Cummings, Cummings, and Fredriksen (2007) found that users liked the idea of
virtual reference and looked forward to using it but rarely ended up utilizing the service
(p. 94). Virtual reference gave users another access and communication point with
librarians and it was important to take advantage of all modes available. The authors
agree with many previous articles and found in their study that interest in the service
does not coincide with actual use. The authors also appeared to find that virtual
reference has been adopted nationwide but has yet to be fully realized in
implementation. It has not been popular with users even though patrons that used the
Boyer (2001), in his article, came to the conclusion that although virtual
reference may have its pros and cons, the real reference desk solution is for libraries to
create more user-intuitive web pages so that questions could be independently answered
before consultation with a reference librarian was needed (through any means) (p. 127).
Boyer (2001) also included that in order to be effective, virtual reference services must
be available to users at extended hours and the days of libraries available from nine to
five have become obsolete (p. 125). Librarians need to be available when their patrons
need them. He explained that this was a somewhat unrealistic solution because most
libraries simply do not have the staff or budget to have a reference librarian available 24
hours a day without turning to costly consortia sharing options however it was greatly
needed. In addition, co-browsing, a feature which allowed the librarian to send the
catalog screen directly to the patron's computer browser, and the up and coming audio
option in virtual reference was touched upon as one way to bring virtual reference
reference (Boyer, 2001, 125). However, Boyer staunchly believed that the future of
reference service rested not upon improving existing virtual reference services, but
avoiding these pitfalls in the first place by designing more usable websites (Boyer, 2001,
VI. Conclusion
temporally feasible. While both online reference services and traditional reference
services have their strengths and weaknesses, both are an absolute necessity in today's
academic libraries. Virtual reference is convenient for patrons and is an easy way to
extend the library's hours of operation, as librarians can serve virtual reference patrons
while they are at home and reach out to patrons who cannot or prefer not to enter the
physical library.
After examining the study done by Cummings (2007) which indicated that while
patrons were eager to use chat reference, the service was not widely used due to the
hours of operation; our institution will have mornings, evenings, and weekend hours of
operations. Penka (2003) advised that it is important to realize the needs of the
patrons, in order to meet them on their own terms and environment (p. 2-3).
The usability of the virtual reference should be high and instruction should be provided
if necessary (Dee & Allen, 2006). To increase usability of virtual reference services
offered, the library should promote, and provide instruction on how to use the service
(Penka, 2003, 6). Persistent marketing and the selection of user-friendly software, as
well as a prominent link to the service from the library's homepage will ensure that the
software products, organize the virtual reference plan, and take care of technical details
(Chapman & Del Bosque, 2004, 60). From this research, we would be interested in
learning about the strengths and weakness of each type of technology such as co-
browsing, download versus non-downloaded software, free versus paid software, and
more. The amount of time and work involved in planning and implementing a virtual
major criterion and showed that virtual reference transactions had lower rates of
satisfaction than face-to-face reference (Nilsen, 2006). Nilsen determined that user
satisfaction has more to do with the feelings users had from the interaction than with
whether or not they received the information they were seeking (p. 94).
SurveyMonkey to gauge student and fault interest in the service. If the interest is high,
and we think it will be, we will go forward with the plan. Taking a cue form the
University of Texas, we will precede our virtual reference service’s full debut with a two
month long beta period (Chapman & Del Bosque, 2004). This will enable us to get
limited user feedback, tweak the system, and fix any bugs. We will present the results
from the test period in a PowerPoint presentation to library staff. Our literature review
will guide us in shaping our eventual evaluation of the virtual reference service. We
considered both evaluative and opinion-based literature in this review. Of the literature
that included an evaluation - and the bulk of the literature did - the methods used
included user surveys and analysis of reference transaction through chat transcripts.
Because reference transactions are highly individualized, evaluation must not stop at
statistics, but also judge user satisfaction from the interactions themselves; the methods
employed in the literature were done rightly so. We will use the evaluation methods and
results from this literature to shape our own forthcoming evaluation plan into a hybrid
of patron surveys and close examination of the reference transactions. Both types of
data will help us gauge the patron's satisfaction and librarians' success with the service,
After an evaluation and intense literature review we feel that our institution can
be successful in implementing the virtual reference service. We are well advised of the
pitfalls and problems that come with creating and starting up a virtual reference service,
and feel confident in our ability to ably overcome them to create a thriving, integral
service.
Note: Collaboration between Heather Turner, Erica St. Peter, Erin Dorney, and
Andrea Borrelli
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