A Collaborative Learning Experiment: Top Ten Customer Service Skills for Library Staff

Recently I was asked to give a 15 minute talk on customer service skills to the Huntsville – Madison County Public Library Public Service staff at their regular monthly meeting. Though I started the discussion with ten points outlined below, I knew that our front line staff could contribute even more and wanted to capture the exchange. We live-blogged it on our Drupal-based staff Intranet, adding notes during the discussion and encouraging comments afterward. Here are the results of that conversation:

  1. Greet every customer
    Every single patron deserves your eye contact: A smile and a hello are even better. Jackie Matthews (Youth Services) spoke of introducing herself, letting the patron know that she is willing to help if there are problems or questions. “Be alert for customers that come in the library angry or upset, a greeting validates the patron and let’s them know they are valuable to us. Sometimes a patron just doesn’t know where to go and will hover around a public service desk or in the stacks, often not asking for help.” Cerene Prince, of the Computer Training Center, spoke of engaging the patron in conversation to create a friendly, accessible atmosphere in the library.
  2. Be aware of non-verbal clues
    Occasionally a customer will approach a desk or a staff member with a set jaw and a fierce look. Typically this type of body language might alert us to an impending conflict and allow the staff member to create the proper tone for the conversation. Kill them with kindness and anticipate the solution, reminding yourself where supervisors are at the moment. Also consider the non-verbal clues you might be projecting: slumped posture or arms folded indicate an unwillingness to help.
  3. Listen
    Sometimes to be heard is all a patron really wants. Listening skills allow you to get past “Can I help you?”
  4. Restate the problem or question
    Not only will you make sure you’ve heard the issue correctly, but restating the customer’s issue will validate the situation. Give the patron a chance to ask questions after your restatement. David Lilly, head of reference and adult services reminded us to, “ask open-ended questions to help narrow down the issue if it seems vague.”
  5. Be Empathetic
    Find common ground, and have compassion for the issues at hand. Even if you don’t agree, apologize for the situation. You really can be sincere when you say, “I am so sorry this is causing a problem.”
  6. Provide alternatives to “No”
    If you can’t find a solution, find someone who will. Trying to find something else to say when your first impulse is a negative reply proves that you have been listening and truly want to help. Susanna Leberman, of Heritage and Archives, often uses “Let me confer with my colleagues” as a customer service catch-all to a quandary. In the session, she noted a recent episode in which a pair of genealogy patrons needed a particular book from the archives. As it sometimes happens, the book was not on the shelf where it was supposed to be. After a five-minute search, she returned to the pair and explained that the book was missing and asked how long they planned on visiting the library that day, indicating that other staff were willing to help.  Susanna rallied the department and reported that, “Though it was a bumpy road getting the researchers what they wanted, with team effort and a little time, the problem was solved.”
  7. Reserve judgment
    Always be a professional representative of our mission: This is the public’s library. It doesn’t matter how a patron is dressed or what they are checking out, it’s important that we never are seen to be critical of the customer or the materials he or she checks out.
  8. Get (back) to them as soon as possible
    Whether on the phone, email or in-person, treat the patron with respect by following though. A real, live customer comes first over those on the phone.  Often a patron’s phone call may be transferred from one department to another in search of resolution. Computer training center coordinator Stormy Dovers noted that she learns as much about the other departments as possible so that when patrons call with questions she can answer… instead of sending them to someone else.
  9. Follow your gut instinct
    If you get feeling that something is wrong, it probably is. I noted that staff should immediately contact security or a supervisor, but call 911 if you see a crime being committed in the library.
  10. Thank them for using the library
    Your parting words to the patron may very well be what is remembered most about a visit to the library. Are there upcoming programs or new resources to discover?  Let them know we’re glad they came and offer them a reason to come back!

That afternoon, Development Director Stephenie Walker added to the talk’s blog post on our staff Intranet: “In a time when funding is at an all-time low it can be easy to be discouraged and feel helpless, but no matter what, we always have control over how we interact with patrons. In the end, they are why we do what we do – from placing a book on hold, to fundraising, to advocating with a commissioner, we do it for them.”

We do it for the patron. I just love that. Thanks, Stephenie,  and all our staff who helped with this project. We learned a lot.

Like any set of skills, evaluation and practice go along way towards mastery. Customer service is no exception. In this case, the conversations around each issue during the talk allowed us to explore beyond the bullet points. As the discussion continued online, staff added even more examples of excellent customer service:  I am considering this experiment in collaborative learning a success.

Can you think of other learning methods that can be used to combine content and real-life experiences? Please share!

Marianne Lenox

As the Staff Training & Volunteer Coordinator for the Huntsville - Madison County Public Library in Alabama, Marianne is responsible for planning, directing, maintaining and implementing a comprehensive staff training and volunteer program for her library. She consistently strives to provide learning opportunities, professional information and technical training to ensure both better library service and the professional development of the Library’s staff and volunteers.

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Inching toward social learning paradise

Visualize a solution that not only allows you to chat with other participants, but also enables you to view their social profiles and “friend” them. Imagine a solution that also lets you add your own links and related information, which then become part of the final archive.

-David Wilkins, Learning 2.o and Workplace Communities
T&D Magazine, April 2009

Social learning paradiseGuess what? WebJunction already has those essential elements to build a rich social learning environment. Back in March, I announced an e-learning experiment at WebJunction, in which we focused our social tools on an online course about customer service. The results are in and summarized in The Social Learning Puzzle: Putting the pieces together.

Wilkins and I share a vision of “establishing a true learning culture where all employees are actively engaged in both the teaching and learning processes.” But what the Wilkins article misses in its enthusiasm is the reality that providing nifty tools is not enough. There are barriers to the adoption of the whole notion of engaged online learning. As I said in my summary,the active participants in the cohort had an enriched learning experience, but the majority of the initial group did not engage.

I believe in the vision and I’m taking it step by step toward social learning paradise. If you have anything to share on the topic, please let me know. (info (at) webjunction.org attn: gutsche)

Betha Gutsche

Betha Gutsche has been a virtual librarian ever since receiving her MLIS from the University of Washington Information School. Immersed in the online community of WebJunction, she has cultivated community connections through forums, live online events, and writing stories about the library community. She has delved into e-learning design, curriculum development, needs assessment, and all things connected to social learning in the online world. Betha is the editor-in-chief of the Competency Index for the Library Field. She is now the manager of Project Compass, a program working with public libraries to augment their service to communities impacted by tough times. Underneath it all, Betha is an artist and loves to raise awareness of visual literacy and introduce people to the power of image.

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Share your Bookmarks!!

There’s a great online social bookmarking service that recently came to my attention (Diigo.com) that the CLENE community (and all interested in staff development and training) can use to share bookmarks of interest with each other

diigo logo

diigo logo

Playing around today, I set up a CLENERT group at: http://groups.diigo.com/groups/clenert and added a few of my own bookmarks.

Diigo has many nice features including:

  • RSS feed for new content (http://groups.diigo.com/rss/clenert/bookmark)
  • Ability to comment on and discuss bookmarks
  • Automatic caching of bookmarked pages!
  • Ability to view new bookmarks as a slideshow (great for those of us who are visual)
  • Browser based bookmarklet (which allows highlighting, commenting AND virtual sticky notes–so you can annotate those bookmarks!!)

If you want to try it, simply go to http://groups.diigo.com/groups/clenert, click join and add a few bookmarks.  I highly recommend adding the “diigolet” bookmarklet to your browser toolbar–it makes bookmarking and annotating a snap!!  If fact, Pandia Search Engine News just listed it as #1 among the top 5 bookmarking tools.

There are many more possibilities here… I think Diigo lends itself beautifully to collaborative working/learning projects.   So, whaddya all think?

Here’s a 4 minute intro video:

[youtube=http://www.youtube.com/watch?v=0RvAkTuL02A]

(If video doesn’t play, go to: http://www.youtube.com/watch?v=0RvAkTuL02A)

An elearning adventure

We’re conducting an experiment over at WebJunction. And you can help us discover the answers. It’s called the Learn Together Project.

The challenge: can we take a self-paced, online, non-library-specific course and give it meaningful, social engagement with library context?

The course: The Customer’s Voice, a course in improving our anticipation and satisfaction of customers’ (patrons’) expectations

The setup:

  • We (WJ) create a group as a virtual classroom.
  • We invite people in the library world to join the group and sign up for the same course at the same time. (This is where you come in.)
  • We have a live-online kickoff meeting to get the learning juices flowing.
  • We proceed independently through the course.
  • We share our insights and comments in the discussions, and share library-relevant resources with the group.
  • We feel increased motivation and energy to learn and to apply our new knowledge to improve customer service on the job.
  • We learn together.

If you want to participate in our social learning experiment, join the group, enroll in the course, and we’ll see you at the kick-off meeting.

Betha Gutsche

Betha Gutsche has been a virtual librarian ever since receiving her MLIS from the University of Washington Information School. Immersed in the online community of WebJunction, she has cultivated community connections through forums, live online events, and writing stories about the library community. She has delved into e-learning design, curriculum development, needs assessment, and all things connected to social learning in the online world. Betha is the editor-in-chief of the Competency Index for the Library Field. She is now the manager of Project Compass, a program working with public libraries to augment their service to communities impacted by tough times. Underneath it all, Betha is an artist and loves to raise awareness of visual literacy and introduce people to the power of image.

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