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Library Services for Remote Users
Marian N.
Jackson, MLS
Director of Library Services
Tyler Junior College
Introduction
Libraries
and library services are hardly new concepts. Since the days of the
Alexandria Library, mankind has attempted to collect, preserve, and
make information more readily available. What has changed, however,
is the way information is disseminated since the advent of
Internet. In academic libraries, the challenge is to provide
information to the user who could be as close as in the dorm
on-campus or as faraway as the user halfway around the world. Users
now expect their quest for information to be easy and convenient.
Distance users may also not be able to differentiate between
high-quality information and that of lesser quality when searching
for sources. Although many institutions define their Distance
Learning (DL) students as only those who are remote from the campus,
most libraries include those students who are enrolled in perhaps a
combination of traditional classroom instruction and in Distance
Education (DE) courses. With these kinds of challenges,
consideration as to the best practices for providing information
must become a priority.
Procedures
In 1997,
the Consortium for Educational Technology in University Systems (CETUS)
summarized the challenge for those of us trying to devise
strategies for meeting the library needs of distance learners in
this way:
The
fundamental question must be “how do we serve distance learners in
ways that meet or exceed academic standards of traditional
classes?” Many [accrediting agencies] encourage colleges and
universities to build off-campus libraries that are modeled after
the campus library environment. Yet duplication and shadow services
are not the answer. As we move toward more sophisticated
technological delivery of higher education, the very nature of our
business will change. So, too, must the library.
The
process of making library services available to the distance learner
must begin with becoming very familiar with standards and guidelines
created by accrediting agencies for the colleges and for libraries.
Some of the major standards and guidelines to be used include:
Once a
working framework of standards and guidelines has been established,
the mission of the college must be compared to the mission of the
library and its web-presence. This may be an obvious comparison,
but it is an important step nevertheless.
Consideration of the purpose of the library website and the target
audience must be made next. For whom are you providing the
resources? Who is/are your target audience(s)? Faculty? Students
(both on-campus and remote)? Community users? Identify the level of
library services currently available to your patrons. What internal
and external factors, if any, restrict these services? How many
students are enrolled in the college’s DE courses and where are they
located? Are there patrons with special needs? The
Web Accessibility Initiative (WAI)
guidelines are widely regarded as the international standard for Web
accessibility.
Next,
clearly state your library’s goals and objectives for the program.
Develop guidelines and operating procedures for each component of
the library’s program. An organizational scheme should be selected
based on the audience and on the content of the website.
The
library’s webpage should provide DE students with all of the
elements consistent with support for the traditional student. Some
of the more basic components are:
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Ability to search the library catalog for books;
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Access to the library’s databases;
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Reference assistance by telephone and/or email;
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Interlibrary loan and document delivery; and
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Library contacts by department.
You may
never see DE students face-to-face, so it is important to also
include specific information unique to services for these students.
For instance, specify if your library will mail materials to them in
support of their classes and provide them with appropriate library
staff contact information.
Content
is the most important element of a library’s website. Useful and
easily accessed information is what distinguishes a great website
from a mediocre one. Prioritize content selection to match the
goals and needs of your audience. What resources will you link
through your website? How will you organize these resources? By
subject? By resource type? By type of library service?
The
information should be laid out in a logical manner, with clear
header information and distinctive sections. Keep the organization
of the pages as simple as possible. Pages should be balanced between
appealing design and important content. Place the most important
links and information at the top of each page. Links should be
practical, logical, and consistent. Navigational icons, if used,
should be unobtrusive and their meaning obvious. Consistency within
the format of related web pages is vital. Using a template will
ensure consistency. Consider offering a site map and/or a table of
contents. If restrictions apply to the resource (i.e., “available
only on campus”), posting the restriction in an obvious area on the
site is important. Include tutorials on topics such as website
evaluation skills, plagiarism, word processing, literacy information
skills, effective electronic reference skills, study skills, and
copyright information.
Remember:
If the user cannot easily locate and use the content on the website,
it is as if the content does not exist!
In real
estate, the mantra is Location, Location, Location! In library
services, it is Content, Content, Content! Where does one get the
content in developing the library’s web pages? The first source
when looking for content is the existing print materials produced by
the library:
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Pathfinders (handouts) developed for your patrons;
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Library newsletters;
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Press releases;
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Library manuals;
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Handbooks;
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Annual reports;
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Social publications;
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Print resources;
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Community information files;
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Image collections; and
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Other library-specific resources.
In
creating new content for your website, begin by examining what is
new about your library:
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Have new services been added?
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Are newly developed or scheduled tutorials or
workshops available?
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Have new titles or Internet resources been added?
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Are there any special or forthcoming events?
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Have any renovations or changes been made to the
library?
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Are there any new
recommendations or reviews of books, videos, or Internet
resources?
As you
add or modify the features of your site, it is imperative that users
are made aware of these new features. Different users will be
reached by different promotional approaches. For academic
libraries, the best way to promote the use of your site is to make
DE faculty aware of the site and help them integrate the library’s
resources into their curricula. Maintenance of library services on
the website requires continuous updating of any information provided
as well as continuous training and availability of library staff to
respond to reference and other questions. It is crucial to
regularly check links to ascertain their currency and validity as
well as incorporating new resources into your website.
Here
is a sample site map of those content items you want to consider
when designing your website:
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Site Map
Site Index and/or Table of Contents
Library Policies and Procedures
Services
Pathfinders and Tutorials
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How to
evaluate websites
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How to find books and articles
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How to request an Interlibrary Loan
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How to request acquisitions
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How to cite sources
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How to study
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Plagiarism and Academic integrity
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Information literacy
Online forms
Glossary of Library Terms
Library Staff Directory
FAQs
Special Collections
Links
Online Card Catalog (IPAC)
Periodicals Holdings List
Archives
Library Newsletter
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Feature of the Month
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Staff of the Month
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Suggestion Box and Library responses
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New items or services
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Special events (library exhibits, speakers, brown
bag sessions, etc.)
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Tips on using/finding library resources
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Policy information
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Copyright information
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CONTU
Guidelines
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Disclaimers
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Privacy statements
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Filtering
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Additional Resources
Evaluation
In the
ACRL Guidelines
for Distance Learning Library Services (1988), it is
recommended that librarians regularly survey DL library users in
order to “monitor and assess both the appropriateness of their use
of services and resources and the degree to which needs are being
met.” Surveys are time-limited in that they only provide a snapshot
of the view held by the DE students at the particular time the
survey was distributed. In the quickly changing world of technology
and library services, and in order to keep informed about student
opinions, the survey should be revised and repeated as frequently as
possible. Such surveys will assist in identifying who your DE
students are and enlighten you as to their evolving concerns and
needs for library services and resources.
Evaluation of a website or its resources can be done as:
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Mail-to links
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Webforms (including such features as text-entry
fields, pop-up menus, checkboxes)
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Surveys
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User evaluations
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Web statistics
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Collaboration with other campus units
Some
sample survey instruments can be found at the following websites:
Technology
Toll-free
telephone and fax lines. Email. Electronic request forms. Remote
patron authentication. Proxy servers. Chat rooms. Bulletin
boards. Blogs. Picking out china, crystal, and silver patterns is
simpler and less stressful than choosing the mix of technologies by
which you deliver library services.
We rely heavily on the technology to streamline the
work, deliver the service in a more convenient, timely fashion,
provide access to the library catalog and databases, and enhance
the quality of all course instruction, including library
instruction” (Block, 45-59).
One of
the first questions to ask is “Does your site have an appropriate
level of Internet connectivity to run your website?” In other
words, “Is your engine big enough to push your car?”
To
make the most effective use of technology, start by assessing your
current capacity and then plan on how to improve it. Outline a
timeline and action plan your
library can edit and refine as you create and update your technology
plan.
Douglas Lord’s
Connecticut State Library Checklist for Technology Plans (2004)
is a checklist to help you walk through your library’s technology
planning process.
Providing access to restricted online resources is one of the most
difficult endeavors for librarians. Library subscription databases
are restricted due to licensing agreements, so students searching
from off-campus must be authenticated to gain access. Most
accomplish this through the use of proxy servers or software that
communicates with the library’s automation system.
Some
library automation vendors make authentication software programs
available as part of their systems. One such program, Remote Patron
Authentication (RPA) by Horizon (a Dynix, Inc. product), allows the
library to place a link from their web site to an authenticating
page. After entering their user ID, a student may access all
resources listed on the following pages. RPA authenticates by
searching student records that are loaded into the system each
semester.
Other
libraries may choose to authenticate their users through a proxy
server. A proxy server is the “interceptor” between requests made
from a web browser and the intended URL. It then validates users,
allowing them access to licensed databases that require
authentication. Since the proxy server is able to store searches
for a period of time, it improves the efficiency of searching.
Proxy servers do not work with all service providers or web
browsers, and some database vendors do not allow their use.
Authentication Resources:
·
An extensive list about
user authentication
from Steve Hunt at Santa Monica College Library.
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List of good information about
proxy servers and remote access
from the Colorado State University Library.
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Useful Utilities
provides excellent resources about EZproxy.
People
Obviously
all the technology and procedures in the world can be at your
disposal, but without the appropriate personnel to plan, implement,
and evaluate DE library services, those electronic library portals
will not open.
Who
should be included in the development and management of DE library
services? In Providing Library Services for Distance Education
Students [Goodson, 2001} the following is suggested:
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A
librarian-administrator to plan, implement, coordinate, and
evaluate library resources and services addressing the information
and skill needs of the DL community;
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Professional and/or
support personnel (possibly from Media Services and/or from DE
departments) on-site with the capacity and training to identify
information and skill needs of DL library users and respond to
them directly;
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DL community
representatives, including administrators, faculty, and students
to formulate objectives and to regularly evaluate the DL library
services program;
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IT personnel to
provide the necessary support of automation for the DL program
(including webmaster, Help Desk, et al.);
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An instructional
designer to participate in the curriculum development process and
in course planning for distance learning to ensure that
appropriate library resources and services are available; and
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DL library users to
monitor and assess the appropriateness of their use of services
and resources and the degree to which needs are being met and
skills acquired.
There are
many things to consider when planning a DE library services
including additional cost, additional staff and training, and
ongoing technical support. The specific type of support that you
are able to provide depends on the circumstances of your particular
library. Does your staff possess the capabilities to manage each of
these services? Will each department be responsible for their area
of support or will you designate one person to coordinate all
library support services? Does your library staff have the
technical expertise to maintain a web page and additional online
resources? Everyday responsibilities can be taxing to your library
staff, so consider the additional burden it will place on your staff
when outlining the services you will provide.
Now What?
Once your
library website is ready, talk it up!
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Work with your
campus’s instructional designer to get the library component
incorporated into DL courses when the course is first developed.
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Identify faculty
members who will embrace this form of library support for their
students. Take the mountain to Mohammed. Go to their offices
and/or classrooms to demonstrate using the library’s website.
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Meet with the
different departments on campus to demonstrate the relevancy of
such resources to the user.
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Schedule brown bag
sessions, faculty development workshops, and individual one-on-one
sessions to demonstrate the website.
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Be visible at all
open meetings on campus (faculty senate, departmental meetings,
enrichment series, student senate meetings, etc.)
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Visit off-campus
sites to make contact with faculty and students.
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Consider
communicating with students via chat rooms, bulletin boards, and
Blogs.
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When students
submit forms or requests via your website, make sure there is a
confirmation screen to verify that the request was received.
Ensure the clarity of hours as well as response time.
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Send emails to
faculty, staff, and students (if you can send a group email)
whenever there is an addition or change to the library website.
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Be
PROACTIVE!
Resources and Additional
Reading
Barron,
Daniel D. (Ed.). (2003). Benchmarks in distance education: The
LIS experience. Westport, CT: Libraries Unlimited.
Block,
Marylaine (Ed.). (2003). Net effects: How librarians can
manage the unintended consequences of the Internet. Medford,
NJ: Information Today, Inc.
Curtis,
Donnelyn (ed.). (2002). Attracting, educating, and serving
remote users through the Web. New York: Neal-Schuman
Publishers.
Dowling,
Thomas. (2003, January/February). Library Web manager’s handbook.
Library Technology Reports, 39.
Ensor,
Pat. (2000). The cybrarian’s manual 2. Chicago: Library
Association.
Garlock,
Kristen L. & Piontek, Sherry. (1996). Building the
service-based library Website: A step-by-step guide to design and
options.
Chicago: American Library Association.
_____.
(1999). Designing Web interfaces to library services and
resources. Chicago: American Library Association.
Goodson,
Carl F. (2001). Providing library services for distance
education students: A how-to-do-it manual. New York: Neal-Schuman
Publishers, Inc.
Junion-Metz,
Gail and Derrek L. Metz. (2001). Instant web forms and surveys
for academic libraries. New York: Neal-Schuman Publishers.
Mates,
Barbara T. (2000). Adaptive technology for the Internet: Making
electronic resources accessible to all. Chicago: American
Library Association.
Off-campus library services. (2001). Journal of Library
Administration, 31(3/4).
Off-campus library services. (2001). Journal of Library
Administration, 32( 1/2).
Pace,
Andrew K. (2002, March/April). Optimizing library Web services: A
usability approach. Library Technology Reports, 38.
Project LEAD:
Librarians Entering A New Dimension.
Summer
Workshop for Distance Learning Librarians. (2002, July 22-26).
(Sponsored by Project LEAD, a two- year grant written by The
University Center and Montgomery College, North Harris Montgomery
Community College District, The Woodlands, Texas, funded by the
Institute of Museum and Library Services.
Tomaiuolo,
Nicholas G. (2004). The Web library: building a world class
personal library with free Web resources. Medford, NJ:
Information Today, Inc.
Tyler Junior College
website:
http://www.tjc.edu/library/index.htm.
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