Just about everyone who works in a library is a de facto tech support person - whether it be for your own work station, or helping a coworker or patron. So instead of an normal reference question, hopefully this post will help in answering reference questions.
10. Disable Crap You Don't Need.
Helpful in the way they intend, but also relevant in patron support in terms of "focus on one aspect of the problem." For instance, if a patron says, "I can't download books from Overdrive," you have to go through a mental checklist every single time: is their computer connected to the internet, are they getting to the Overdrive catalog, are they checking out the book properly, is their any kind of block on their account, are they getting the right format for their device, etc. By ignoring extraneous details and deliberately going through the process, you can usually fairly quickly identify whatever the problem may be (fixing it, on the other hand, is a different matter).
8. Talk It Out with a Troubleshooting Buddy
This is good for any type of reference question - if you get stuck, ask a coworker. Any two people will probably approach a question differently, and someone else might think of something you haven't. Relying on colleagues is a great way to provide excellent customer service (well, provided you have excellent colleagues).
7. Make Sure It's Not Just You
I actually use downforeveryone.com frequently (and am always oddly delighted when I find someone else who does too). Patrons seem to be less upset about not being able to get into their email if you can show them that the problem seems to be with their email provider, not the library's network.
3. Use Alternative Search Engines When Looking for Help
Definitely. It's good to be come very familiar with your standard tools, but don't be locked into them. And not just search engines - remember to use the library's print resources, databases, vertical file, local resources, etc, when looking for an answer.
2. Hit Up Helpful Q&A Web Sites
I do this all the time, both for answering patron questions and IT support within the library. Patrons think up some pretty weird things, but chances are someone else on the internet has already figured that weird thing out. Look for help forums, and don't be afraid to interact on them. And tell the patron you've asked their question, just to give them a heads-up that the answer might not be immediately forthcoming. Also, any time I get a strange error code, or try to do something slightly counter-intuitive (like read Kindle books on an iPad), searching web forums is a quick way to pick the internet's collective brain. Likewise, calling other libraries, relevant organizations, or real-life experts can be a good idea, too.
This applies to so many things - from literally restarting a frozen public workstation to taking a fresh tack on a difficult problem. Turn it off and turn it back on again is the #1 suggestion for a reason - and why Roy always answers the phone that way:
Good on them for paying attention and being open to ideas. Since they're listening, I put together the following list that I think would improve the Overdrive experience.
Granted, I know their web interface is somewhat customizable, so different libraries have different looks and slightly different experiences. And, I know they have a mobile interface, which I'm going to ignore for now. I also won't even talk about Overdrive Advantage, because I don't know how much just seems overly complicated to me due to my library being part of a consortium.
Remove the bookbag entirely.
It doesn't seem like a whole lot of people shop for and then check out a bunch of books at once. In my experience, most people look for one book at a time, and then download it. This process becomes overly complicated by having to add that one book to the bookbag, review the bookbag, then proceed to checkout to download it. I think Overdrive would be so, so much easier to use if, instead of the "add to bookbag" link, people clicked a link that would take them right to the download process.
If you make downloading a book easy enough, and then return people back to where they were after downloading is complete, you don't need a bookbag anyway.
Combine the loan-period selection screen with the download button screen.
Once someone chooses a book they want to check out, they should be taken to a single screen that lets them choose the loan period AND click a button to download right from that page. Combining these eliminates a step, which would go a long way to making Overdrive easier to use. The whole experience should be:
search for book, then click the link to get the book
choose loan period, click "Download" or "Get for Kindle" button
struggle with DRM software*
I see no reason why the process couldn't be this streamlined.
Change "add to bookbag" link text.
With the bookbag gone, the "add to bookbag" link needs to be changed. One problem I've seen patrons have is making sure they choose the right format - because format is specified on the left of the screen, but the link they need to click is on the right.
It seems difficult to make a mistake, but I have watched more than one person do it - especially in this scenario: Someone has a Kindle, and they limit to show only available items. The Kindle item is checked out, but the EPUB line says "add to bookbag" - the person is thinking Kindle, and sees the "add to bookbag" link, so they click it. Likewise, I've also seen people download an ebook thinking they were getting an audiobook.
I actually go back and forth between "Download Kindle Ebook" and "Checkout Kindle Ebook" - Checkout has better library connotations, but Download is more evocative.
If someone limits to a format, show only that format.
I hate that a patron can limit to see only Kindle books, and yet EPUBs will still display, if we have both formats for the same title. If someone limits to Kindle, then hide the EPUB line from the image above (and same for audiobooks).
And because format is so important, it should be easier to limit to format - for instance, provide a separate interface for each format that libraries can link to, like, "click here to search for EPUB ebooks." And then, all the patron would see are EPUB ebooks, without them having to further limit to format.
The advanced search format limiter box should include options for "all Ebooks" and "all Audiobooks" options, since someone with an iPad and a Kindle app can use either format. Also, when someone limits to format in advanced search, this should stick even if they click a "Browse by Genre" link too.
Patrons should be able to save their preferred format in their account settings, so they don't have to keep limiting every time they return.
Change the search algorithm to AND and not OR.
If you search my consortium's Overdrive catalog for "vonnegut last" there are 42 results. However, a search for just "vonnegut" gets four results, and a search for just "last" gets 38. 4+38=42, which means there is no overlap between those search terms. Most people searching for more than one word except to find items containing BOTH of those words.
When our Overdrive catalog was new, and we didn't have a lot of items in the collection, using the OR operator seemed like a cheap trick to make it appear that we had a bigger collection than we did. We're past that now, and clogging up the search results with everything under the sun just adds to why Overdrive is difficult to use.
Keyword searches should search title and author fields
This refers to the keyword search on the advanced search screen. "Keyword" seems like is should search everything, but it doesn't. Why not? If it's not actually a keyword search (like the basic search box on every page), then call it something else. Or better yet, just replace it with the actual keyword search.
Add a direct link to the software download page.
The Overdrive Help pages are getting better, but the fact that they periodically change means that library staff even need to refamiliarize themselves with how to help patrons. The most common question that sends me to the Help pages is to download Overdrive Media Console or Adobe Digital Editions. However, none of the options on the Help screen mention downloading software, and I can never remember which one it's hidden behind. Just having a "Download Free Software" option on the Help screen, which leads to a device/OS selection, would be great.
I know this is beyond Overdrive, but getting things set up on an iPad can sometimes get trapped in a loop: in order to install the Overdrive app, you need to create an Adobe ID, but one of the Adobe webpages requires flash, which the iPad does not support, so you have to use a computer to actually accomplish everything. This doesn't happen every time, and I don't know why it does sometimes and not others, but I've seen patrons trapped in this loop more than once - and Overdrive gets the blame every time (justified or not), which just sours the patron on using Overdrive in the future.
I sure this is just the tip of the iceberg. Since Overdrive asked for input, please suggest what improvements you'd like to see in the comments below or tweet them to @OverDriveLibs.
*DRM is a much larger issue, and not entirely under Overdrive's control - so I won't even discuss it here, and instead just focus on their interface and things they can improve. But let's all enjoy The Brads Why DRM Doesn't Work comic once again.
At a meeting last week, a colleague from my consortium's central office showed off a free program he found called Fences. Its function is simple: group desktop icons together in labelled boxes.
Of course I like organization, so this appealed to me. This was the first time I'd seen something like this, but it wouldn't surprises me if a similar function was native to OS X or Windows 7 (Fences looks like it's Windows-only).
I don' t know that I'd actually use this on my personal computer, but I've been thinking about using this on my library's public workstations.
We deliberately limited the number of desktop icons on the public computers to keep things from being confusing and overwhelming. But, if we organize things with Fences, and label each group, we might be able to present more options while still keeping things understandable.
I could see Fences for Microsoft Office programs, Browse the Internet (with a variety of browsers to choose from), Local Websites (maybe the local news sites, Town Hall, the schools), and then perhaps also some to highlight library tools or pages on our website.
I obviously haven't finalized things yet, but I like that this got me thinking about a new way to do things. Thanks Tracy!
This reference question can be filed under, "no matter how much you know about something, there's still more to learn."
One afternoon this week, a patron called in and asked for me specifically. She had a question about Microsoft Word, and since I've always been able to solve her technology questions in the past, she knew I'd have an immediate answer this time. Her question was:
How do you make Word automatically indent the first line of every paragraph?
I thought for a minute, and then realized - I had no idea how to do this. Whenever I want to indent, I just hit the Tab key. But she wanted it to indent automatically - which I was sure Word probably did, I just didn't know where this was in the menus.
Once you get to the Paragraph format box, you need to select "First line" from the "Special" dropdown box in the middle of the page. Then you can also set how much to indent by.
Great. I found all this in a minute or so, making small talk with the patron while I searched. As I started guiding her through how to do it, we hit a snag: she's still using Word 2003, and I'm on Word 2007 (which is also what the online directions were for).
I use this Paragraph format box all the time, but for the life of me I could not remember how to get to it in the Word 2003 menus. So, it was another web search for word 2003 paragraph menu, and again it was the first result that gave me the answer: Paragraph was an option on the Format menu.
Now I can navigate the patron to the Paragraph box and explain how to set the auto-indent feature. It work, she was delighted, and I was able to maintain my perfect record for her tech support - even though I had never done this before in my life.
Which just goes to prove the reference librarian's motto: you don't need to know everything, you just need to know how to find everything.
The Wikipedia reference desk works like a library reference desk. Users leave questions on the reference desk and Wikipedia volunteers work to help you find the information you need.
Questions/answers are broken up into categories, and are both interesting and sophisticated. I also like the format of crowdsourcing answers - even when someone had given what I thought was a great answer, subsequent responders added new information or aspects that were useful.
Actually, it reminded me of any other online forum, which I use all the time for answering questions (especially for coding problems or frustrating technology issues). No one response provides a complete answer, but putting all the bits and pieces together often solves the problem.
Not that using the internet as a big Help archive is anything new - I was just happy to find another source to search when I get a real stumper. But if nothing else, the Wikipedia Reference Desk Guidelines does make for interesting reading.