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Circulation Policy: The Groundwork for Patron-Friendly Service Lisa OBrien, St. Joseph County Public Library Community South Bend, Indiana 167,000 residents $34,446 median income 28% live in poverty Library Background 122,959 cardholders


  1. Circulation Policy: The Groundwork for Patron-Friendly Service Lisa O’Brien, St. Joseph County Public Library

  2. Community South Bend, Indiana 167,000 residents $34,446 median income 28% live in poverty

  3. Library Background 122,959 cardholders 200 employees 617,315 items 2,044,303 circs/year 10 locations

  4. Patron-Friendly Customer Service

  5. Customer Service at the Library Why? Values (Access, Equity, Participation) New service expectations Need for Promoters

  6. Identifying the Problem Frontline Observations Gatekeeper Role Customer Service = Smile Lack of Empowerment

  7. Towards a Circulation Policy Rewrite Before the Rewrite Senior Leadership Written Proposals Strategic Plan Communication

  8. Creating the Task Force The Stakeholders Multiple position levels Main & Branches Passion & Openness

  9. Starting the rewrite process Setting the Tone Overall vision Create goals Open forum

  10. Beyond brainstorming To the Final Draft Example libraries First Draft Early On Ongoing dialogue

  11. New Policy: Library Card Options Providing More Options Limited Access Youth Access Non-Resident School Digital Access

  12. New Policy: Access for Youth Expanding Access Public Computer Access Youth Access cards Fewer age limits on materials Allowed AV loans

  13. New Policy: Changes to Fees Reducing or Removing Fees Created max overdues Reduced exorbitant overdues Reduced AV processing fees Remove DVD no pick-up fee Standard disc replacement fee

  14. New Policy: Increasing Checkout Limits Increases to the following: Total holds on a card Amount of renewals AV checkout length

  15. New Policy: Other changes Other significant changes Easier card registration “Claims Returned” policy No expiration date Computer Use policy

  16. Training Before Implementation Preparing Staff Why + What FAQ Documents Circ Quizzes

  17. Informing the Public Getting the word out Online Announcements Signage at all Locations Targeted Promotions

  18. After the Change The work doesn’t end Coaching frontline staff Reinforcing positive behavior BLAST & other tools Evaluating the change

  19. The Results Positive feedback Improved morale 3.8% YTD Circ Increase 1,600 Youth Access Cards 152 Non-Resident School Cards

  20. The Patron-Friendly Library Circulation Policy should be the following: Reflection of the organization’s values Framework to guide staff, not punitive restrictions Source of empowerment for staff to make exceptions and positive judgement calls

  21. Resources Lisa O’Brien , Communications / Dev Coordinator (l.obrien@sjcpl.org) Bell, Chip R., and Ron Zemke. Managing Knock Your Socks off Service . New York: AMACOM, 2013. Print. Neal, Larry. “‘Claims Returned’ and Other Customer Service Tails.” Public Libraries Online. 2 March 2015. <http://publiclibrariesonline.org/2015/03/claims-returned-and-other-customer- service-tails/> St. Joseph County Public Library. “Public Service Policies.” pg. 24 - 32 <http://www.sjcpl.org/sites/default/files/2016PublicSvcPolicyrev0201.pdf>

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