Showing posts with label Reference. Show all posts
Showing posts with label Reference. Show all posts

Tuesday, April 17, 2018

Helping Patrons Ask For Help


I've been thinking a lot lately about patrons - specifically about how to make them feel comfortable asking us for help. This is an eternal struggle, I know, but thanks to a librarian here I've been having new ideas about it.

Here are some things I know for sure:
  • Even I sometimes have problems asking librarians for help. I recently had to ask for help at my local public library because the catalog system they use makes it difficult (impossible?) to request a specific volume in a series when they are cataloged together. I felt awkward and dumb because I couldn't figure it out on my own. I know better! And yet I still felt awkward and dumb.
  • Students feel more comfortable coming to ask for help if they have a friend along for the ride.
  • Asking a librarian for help is a last resort for pretty much everyone, from people who have never walked through the door to actual librarians.

Here are some things that I suspect are true:
  • Some patrons won't interrupt us if we look busy, but what "busy" looks like is different for each person. The conversation I had recently that got me thinking..? Was about how if librarians look like they are just chatting with a patron, such as a faculty member, they are more likely to interrupt than if they see someone sitting at their computer typing away. But I also believe that if we are always chatting with someone, patrons might think we're having a meeting and won't want to interrupt that either.
  • If patrons know a librarian in a different context, they are more likely to feel comfortable asking for help. This is where fun roving reference days - with guessing contests and similar - can help. This is also how being a club advisor or adjuncting or generally being visible outside the library can help.
  • Word of mouth marketing - patrons telling other patrons that they got help - is the most powerful tool we have, but it can be so hard to take advantage of that kind of network. Getting to know the influencers in your community can be difficult or impossible, especially if the only way you participate in that community is as librarian.

I'm still sometimes left scratching my head when it comes to who will and who won't come to a librarian for help. Breaking through and getting people's attention and trust is so difficult, but it is so important. I pick at this conundrum a little at a time, but I doubt I'll ever completely complete the puzzle.

How about you? What do you do to make patrons comfortable asking for help?

source

Tuesday, October 11, 2016

How I Do Reference Interviews


13+ years out from my MLIS graduation, a lot of memories about my time at Simmons have started to fade. However, one thing is still very clear: learning how to conduct a reference interview. Our professor (and our textbook) made a big deal of how it isn't the librarian's business why a patron needs this information, and I took that "don't ask why they are asking" admonition very much to heart... for about a month after I started working in an academic library. Don't get me wrong: I still respect my patrons' right to privacy, but making sure they can fulfill the professor's requirements is also a big part of my job. As a result, I've tweaked my reference interview tactics. I don't hit every one of these with every student, but hopefully you'll understand my thinking after you read through this list.
  1. "If you don't mind my asking, is this for an assignment?" If they tell me it's not, I revert immediately back to the method I was taught in graduate school. If they tell me it is for an assignment...
  2. "Do you have the assignment with you? It would help me to help you if I could see it." The student who was supposed to pick any painter from the Romantic period but who asked for information about a Renaissance painter? Or that other student who insisted they weren't allowed to use internet sources when really they weren't allowed to use web sources? Saved both of them a lot of time and heartache.
  3. "When is this due?" This lets me know if we have time for interlibrary loan, or to request things from other libraries in the consortium, or if we only have time to look at resources that are available right away.
  4. "Where have you looked? And it's totally cool if you haven't looked anywhere; I'm just trying to figure out where to start." Yes, I say that whole thing. Sometimes students get so overwhelmed that they can't even talk about their topic clearly, and I don't want them to feel bad about that. If a student has gotten to the point where they're willing to come to a librarian for help, I want them to feel good about it. However, if they have looked somewhere and had no luck, I can sometimes help immediately by pointing them to a different database or even sometimes a reference book.
  5. "Can you tell me why you picked this topic?" Here's where I'm fishing for search terms. Sure, there are the assignments I've seen so many times before that I know the right words from the get-go, but there are plenty of times when someone working on a senior capstone project introduces me to a brand new topic. And though I know plenty of good search phrases in the disciplines on my campus, I am always learning.
  6. "Do you feel comfortable working on this on your own? Do you have enough direction to get started?" I don't typically ask this until I'm fairly certain they'll say they are fine, but I still ask it so they can hear it themselves.
  7. "If you need any more help, [how to find me and how long I'll be available]. And good luck with your assignment." I also go back, about 5 to 10 minutes later, to see if everything is still going smoothly. It's about making sure that the student has the tools they need.

So there it is: my process for conducting reference interviews at an academic library. Other academics, did I leave anything out that you usually do? 

Tuesday, May 28, 2013

Questioning Questions

Source

Lately, I've been thinking about how to capture statistics in the library, and though that might seem a simple topic, it's actually left me asking more questions than answering them. For instance, here's a question I never thought I'd ask: "what is a reference question?" I always thought this was such a simple thing, after all I took multiple semesters of reference and advanced reference classes during my first graduate program. However, despite my recent efforts, I've yet to be able to define "reference question" to my own satisfaction. Turns out, it's not so straightforward after all.

Here are my thoughts so far:
  • Spelling, grammar, and citation questions are not reference questions. Even if I get all pedagogical on the patron and show him/her OWL instead of just telling him/her how to format the citation, even if I end up spending 10 minutes in the process, these are too basic to count as reference questions.
  • Purely directional questions are also not reference questions. This isn't contentious when it comes to "Where's the bathroom?" type questions, but I know some people would disagree with me when I insist that something like "Where do I find 809.93372 Man?" doesn't count as a reference question, either.
  • Questions about the library can go either way. "When is the next Microsoft Word workshop?" isn't a reference question, but "Who were the first librarians at this college?" is.
  • Directional questions can be reference questions in disguise. An example from my own experience is the time "Where do you keep the New York Times?" turned out to be an in-depth quest for reviews of horror movies from the late 1950s and early 1960s.

So I'm sure we can all agree that "Where is the public meeting room?" isn't a reference question. I'm also sure we can all agree that "I need information about Great Britain during Shakespeare's lifetime." is. Between those is a bit fuzzier.

So what do you all think?

Tuesday, November 20, 2012

Aaaaaah! Scary Librarians!

Creative Commons licensed picture by Amy Barker.

Librarians are scary, aren't they? Well, not really, but that's the way some members of our communities act. It surprised me at first, since I grew up loving libraries and librarians. Eventually I got used to it, or so I thought. From "I'm sorry to interrupt you," to asking other patrons for help, and onto the stammering that results when we realized that "I can't find anything" is being caused by a spelling error, I am so accustomed to patrons acting vaguely afraid that I thought I'd seen all the possible permutations.

But then I noticed a new development. Over the last year or so, but most especially this semester, I've seen an increase in the number of patrons showing up at the reference desk in pairs. It's most prevalent with freshmen, but it's not isolated to the youngest members of my community. (Just to remind you, I'm at an academic library that is part of a small, liberal arts, residential college, and I deal most frequently with traditional undergraduates.) I've talked to a few people about this phenomenon, but not broadly. I don't know if this is an across-the-board change at both public and academic libraries, but I do know other academic librarians have noticed it.

I want to move beyond noticing it, though. I want to know why this is happening. Occasionally, I think the students might be trying to make things easier for the librarian, since sometimes the pairs will both be working on the same assignment. That's not often case, though. Another idea I've had is that some of our students are completely unfamiliar with what's expected college and/or libraries. That lack of familiarity is making them feel some trepidation, so they want company. I also wonder if it could be a safety concern. This is a small, rural-ish campus, but a lot of our students come from Pittsburgh and Cleveland, so maybe they've been raised to use the buddy system for safety?

Even if I can't find the cause, there's I'm also concerned about how to react. When the students are in the same class, it can be convenient to "kill two birds with one stone" at the reference desk. So much of the teaching I do is in these one-on-one situations, so isn't it more efficient to work with two at once? On the other hand, I think about the privacy implications. When dealing with a student who's working on a research essay, it's unlikely that s/he will bring up sensitive issues, but it's still a sticking point for me. Sometimes I shoo Student #2 away from the desk while I work with Student #1, but not always. I'm not sure which approach is the right one.

So I guess I have more questions than advice this week, since I'm still formulating my response to a new-ish thing. What about you? Have you seen this phenomenon? What, if anything, are you doing about it?

Tuesday, October 30, 2012

Students Are Not You At That Age

"my brains - let me show you them," by Liz Henry

In last week's post, "Ten Things I Didn't Learn in Library School, Academic Edition," the first thing I listed was about how present day undergraduates are not the same as we were. For the most part, it's not a "kids these days don't know nothin'" thing. As I said:

"Think about it this way: if you're an academic librarian (or want to be one) chances are pretty high that you liked college and were a good student, otherwise you wouldn't be thinking about spending your life in academia. Many of the students with whom I talk every day are here either because Mommy &/or Daddy made them, or because it's the next logical step. There will be students who want to be at college, but that's not every student."

After I published the post, I had a few people ask me how I deal with students like this. The truth is that I still struggle with it on a semi-regular basis, although I know that I'm better than I was when I got my first job. I have days, sometimes weeks, when I am instinctually calm and don't have to remind myself of the items I listed below. But I don't get too upset when I do struggle. Practice makes perfect, right?

Anyway, I deal with students by remind myself:
  1. In some ways, students ARE you at that age (but you have probably forgotten what it was like because your brain has finished maturing). To put it colloquially, teenage & early/mid twenties brain chemistry/structure is MAD crazy. Not only are their brains constantly growing and changing, they are doing it at an amazing rate. Another side effect of this is that teens & young adults process social input from a much more primitive part of the brain than you do. Brain chemistry and structure changes are why students can be so surly, so I try to be patient.
  2. The person in front of me could be a first generation college student. Statistics vary from school to school, obviously, but 40% of my undergraduate population falls in this category. I don't. Not only do I come from a long line of college graduates on both sides, both my maternal and my paternal grandfathers taught at the college level. This means that when I arrived at my undergraduate institution, I knew what was expected (at least to some extent). First gen students don't have that knowledge, so I try to help them fill in the gaps.
  3. It's about good customer service skills. Bear with me while I tell you a quick story. I put myself through my first graduate degree by working at a mid-range, fancy-ish restaurant. I had my regulars who always sat in my section. For them, I'd explain the specials and then pretty much get out of their way. I also had plenty of first time customers, even at that fancy pants place. With them, I'd explain every single thing about the restaurant, the menu, the bar, and so on. If I did my job well with a new customer, and the circumstances were right, I'd eventually have a new regular. That's what I want in the library - someone who knows what they are doing and only needs to have occasional pointers - so I put in the time with them when they are freshmen.

Any thoughts? And, for those of you who have a bit of experience, do you have any advice you can add to mine?

Tuesday, October 23, 2012

Ten Things I Didn't Learn in Library School, Academic Edition

Eric Riley wrote a similar post about public libraries that you should also read, since plenty of academic libraries (especially large, urban ones) have the same issues. However, I had a request for a similar post about academic libraries. So here it is, for the most part in no particular order: ten things I - an academic librarian - didn't learn in library school.

1. Undergraduate students are not you at that age. Sometimes the differences can be chocked up to growing up in an earlier era, but not always. Think about it this way: if you're an academic librarian (or want to be one) chances are pretty high that you liked college and were a good student, otherwise you wouldn't be thinking about spending your life in academia. Many of the students with whom I talk every day are here either because Mommy &/or Daddy made them, or because it's the next logical step. There will be students who want to be at college, but that's not every student.

2. Every college/university has its own way of treating librarians. In my first professional position, we were purely members of the professional staff - except we were required to march with faculty in official events like graduation. In my current position, we are a weird hybrid of faculty and staff, without tenure or sabbaticals but with extensive committee responsibilities and voting power in faculty meetings. I know lots of academic librarians who are treated just like faculty, with publish-or-perish mandates hanging over their heads.

3. For most students, asking a librarian for help is a last resort. They will ask other students, and then maybe a teaching assistant or a residence assistant they're starting to sweat. Students will turn to their professors next, and the librarians dead last. If I'm honest with myself, I can admit that I didn't go to the librarians at my undergraduate institution too frequently. But wow, this reticence to ask for help surprised me when I realized it.

4. "We tried that before in 1987, and it didn't work then, so it won't work now." This is an extreme version of resistance to new ideas, but it's not too far off from something that I was told. I don't know that this mentality is exclusive to academic libraries, but it was one of the biggest surprises I encountered after leaving graduate school. While pursuing my MLIS, I spent all that time reading about innovative programs and approaches and being praised for my original ideas. I understand it now, but it was hard to hear at first.

5. Students don't know how to find a book in the stacks. Not all students, but more than you'd expect. This is a corollary to #1 above, but it was a shocker. I distinctly remember the first time I handed a student a piece of paper on which I'd written a call number and got a blank look in response. I grew up going to libraries, so I learned this skill pretty early. That's not everybody's story.

6. Collection development is done differently in every library. Collection development classes are all well and good, but you won't really learn how to do it until the first time you have to order books. From talking to colleagues at other institutions, I know that no two academic libraries do it the same way. Some  have carefully constructed formulas that consider how many classes, students, professors are in a department versus how widely their materials are used versus the direction in which the wind is blowing at that moment. Others divvy the money up evenly. Some academic libraries get offended at the thought of popular reading materials in their collections. Others actively embrace and pursue such ideas. Collection development is all about the context and the parent institution.

7. Members of the faculty can be your best friends, or your worst enemies. It's important to remember that they have their own agendas, and you need to figure out how to marry your goals to theirs. Even if you have faculty status, your jobs are only related to theirs - you aren't doing the same work. This can be a source of friction if you're not careful.

8. The library (the department) is not always in charge of how the library (the space) is used. Everyone will want to use the space. It is prime real estate on most campuses. You may even end up having to share the space with other departments, which has good and bad ramifications.

9. Sex will happen in your library. If you're lucky, the only evidence you'll find will be the used condom. If you're unlucky, you will witness the act and have to do something about it. And yes, masturbation counts in this category. With all those raging hormones and all the porn out there on the web, I'm surprised I haven't witnessed more.

And I've saved the biggest shock I had for last:

10. You will spend more time in meetings than you can imagine. One on one meetings, campus wide meetings, task force meetings, ad hoc committee meetings, standing committee meetings, search committee meetings, and so on. During a good semester, I spend less than 25% of my work hours in meetings. However, I've had weeks where I spent more than 50% of my time in one meeting or another. Some will be useful. Some will be inane. Every once in a while, you'll be in a meeting so bad that you'd swear you had died and gone to hell. True story: I was once part of a campus-wide "retreat" (in quotes because we were still on campus for this meeting) where an administrator actually wanted us to come to a consensus about what we meant by "consensus."

How about the rest of the academic librarians in my reading audience? What shocked you? What did I leave out?

Tuesday, September 25, 2012

Chat Reference is a Weird Beastie

Source

We've had chat reference at my library for a while now, but I'm still getting used to it. Don't misunderstand me: I've read a bunch about best practices and good customer service. Also, I've been using chat clients personally for a long time, so I'm well aware of how to communicate in that way. I think I'm pretty good at transferring in person skills to online. Here are some of my personal best practices:
  1. No matter the venue, it is still a reference interview. Usually, I ask lots and lots and LOTS of questions before I get started answering them. The need for this approach is even stronger without visual cues and tone of voice to help me figure things out.
  2. Juggling between someone in person and someone online is difficult, but if I have to shift my attention from the person online, I always let them know. Same goes for the person standing in front of me.
  3. I try to have some personality, but remind myself that words are a ridiculously small percentage of communication. Without body language or tone, I can be misunderstood as easily as I can misunderstand. To address this, I use emoticons and such, but those only go so far. I could be more business like, but I really want to make sure that the person on the other end of the line knows they are dealing with a human being.
  4. As I do with any kind of teaching (and make no mistake: reference interactions are teaching), I give them a path back to the information. When it comes to chat reference, this means offering to email them a transcript of our conversation.
  5. Another part of the regular reference interview that is even more crucial online is making sure the patron has what s/he needs and feels the information need has been fulfilled.
It's that last practice that has me thinking enough to write a post, as it led to an interaction that reminded me of the importance of the "chat" part of chat reference. You see, I was done helping a student with whether or not we had access to the full text of a specific psychology journal, and this is what happened next:

     Me: Is there anything else I can help you with?

     Student: Actually, yes. Who would win in a fight? A bear or a tiger?

I could have laughed it off and ended the conversation right there, but I wasn't particularly busy. I decided to go with it. The Bear V. Tiger part of the conversation didn't last long, but it was fairly detailed. We established that it was a Kodiak Bear vs a Siberian Tiger, both had cubs to protect from the other, both were hungry enough to want to eat the other's babies, and they were fighting on the moon but suited in a way that didn't impair anyone's ability to use their natural defenses/offenses. After spending time establishing the parameters, I voted for the tiger, as any cat person might.

"Tiger 9" is a Creative Commons licensed picture by Bart Rousseau.

Here's the thing that has me still thinking about that interaction, even though it happened almost two weeks ago: how do I bring that sense of play and fun into chat reference more often? That means I have two questions for you this week: (1) Do you have anything to add to my personal best practices for chat reference?, and (2) How can we bring more personality to chat reference interactions? 

Tuesday, August 28, 2012

My Reference Desk Conundrum


Creative Commons licensed picture, source.

The semester has just barely begun - classes started yesterday - and I'm already confronted with my first conundrum of the academic year. My problem is with the seeming conflict between two things that are, I think, crucial to the success of my library: staying true to our mission ("...to create an environment that fosters intellectual excellence and encourages lifelong learning.") and providing good customer service.

More specifically, I'm thinking about how I answer reference questions. The analogy I've always used is about teaching someone how to catch fish versus giving them a fish right now. It's rare that I just answer questions at the reference desk, especially when the asker is a student. Instead, I escort the student over to one of our public computers and walk them through the process of figuring it out for themselves. I make them work for it because I believe that working for it means they'll eventually be able to answer questions for themselves.

That is all well and good, but some students seem to avoid the reference desk when I'm there. It might be because they'd rather work with a man (I'm the only woman who staffs the ref desk), but it might be because I insist on teaching them to fish. Don't get me wrong: I make sure every person who comes to me at the desk has an answer, or at least a path to an answer, before we're done. But is this insistence good customer service? 

How would I react if my mechanic said some version of, "I know what's causing that grinding noise when you turn left on hot days, but let's see if you can figure it out for yourself"? Or if the check-out clerk at the grocery store showed me the map and waited patiently for me to discern where they store the pearl barley? I know that I'm in a very different line of work, but I also want the members of my community to like the library and the librarians. I know I'm doing my job when I teach people how to figure it out for themselves, but what impression am I making (even when I do it in as friendly and open a way as possible)?

As I said, I suspect that my tendency towards the side of teaching patrons to fish, of making them work for it, means that some students avoid me when I'm at the reference desk. I've even seen students go to the circulation desk for help with things that I could easily do, and I wonder if that is because of my stance on teaching students to do it for themselves. (I do know that part of it might come from people not knowing who does what, but when it's an upper-classmen asking and it's a returning student behind the circulation desk, I don't think that enters into it. There's no way Patron A thinks that Library Student Worker B is a librarian.)

I'm not sure that, at least in this instance, there is a true conflict. For an academic librarian, particularly one who specializes in instruction, teaching is customer service. But with outreach and building community relationships, perceptions can sink even the best efforts.

My thinking on this is definitely evolving, so I'd love to get your input. For the librarians (degreed or otherwise) in my reading audience, how do you handle it? Further: does your library have an official stance on how to handle reference desk interactions? For the library science students, what have your professors had to say on the subject?

Thursday, May 10, 2012

Answering Questions With Questions, by Carol Baker


As an almost ready to graduate MLS student in the pre-online catalog, pre-Internet world, it was my first day at work as a professional librarian and this was my first reference question.   “Can you give me information about railroads?”  It seemed to be a simple question, easily answered with books on railroading, but this was not so.  Since that day, every time I assist a patron, I silently bless my Reference class professor.  He gave me the most valuable piece of advice I received in my training; “The patron never truly asks for exactly what they really want.” This is why the reference interview is so important.  In this situation, it took many questions. I kept repeating things back to the patron in order to narrow down and discover that what he actually wanted was a book that gave him information about the glass insulators on the electric poles which ran along railroad tracks.

When a question is asked, it only takes a moment to respond with a clarifying question.  Are you doing research or are you looking for something for personal use?  Is it for you or has someone asked you to find them this information?  A recent question from a teen involved health issues of digestive tract organs.  “No, it is not for a paper. It’s for my Dad.” Further discussion revealed it wasn’t really for her father, but for her father’s girlfriend; making it appropriate to give the young lady books which included these health issues as they related to women’s health.

Some situations need to be handled gently, especially ones concerning medical or legal information.  Doctors will sometimes send patients to get information about their health. In one instance, our staff dealt with finding information for an individual whose doctor sent her to learn about heart transplants, since she would need one.  Another, more distressing situation, was the patron who came in to ask about the diagnosis she was given by a doctor; all she had been given by him was the name of the condition.  The librarian had to hand the patron material which informed her that her condition was terminal.  Since the staff member knew that the patron’s interest was personal rather than academic, she gave materials which were less clinical as well as those written from personal perspectives.

Reference questions are also opportunities to highlight other options for patrons.  Requests for GED or other tests allow the librarian to direct patrons to online databases that include reviews and practice tests.  Ones for automotive books can lead into AllData and Chiltons databases.  Language book requests can be an introduction to library audiobooks, CD-ROMs, and databases.

The best thing about these questions is how they will educate you. Patrons’ questions will reveal both the strengths and weaknesses of your collection. Through reference interviews you will get to know your patrons; their needs, wants, and interests, and, most importantly who they are as a part of your library community.


Carol Baker has worked in libraries since she was a teenager.  Since getting her MLS, she has worked almost 36 years at the Newton Falls Public Library [infamous for its 44444 zip code] as Children's Librarian, Special Services Librarian, Youth Services Coordinator, Assistant Director, and currently Adult Services Librarian.  As in all small systems sometime these positions have been simultaneous. She features their library and reference questions in the Ask the Librarian newspaper column and on her blog, http://44444questionsandanswers.blogspot.com.

Tuesday, February 14, 2012

At Its Core, Librarianship is a Helping Profession

"Do not underestimate the service component of this profession. Don’t become a librarian because you love books. Books are just another (though wonderful) tool in an ever expanding, multi-media world of information. Become a librarian because you love people." ~Kate Tkacik


I've always worked at small, academic libraries. This means I've become a professional generalist and jack-of-all-trades. I can talk tech, pop culture, academician, pedagogy, marketing, business, etc. With a few exceptions, I learn whatever it takes to better serve my community. That's part of why I got into this field, because at its core, librarianship is a customer-service-oriented, helping profession.


It's also part of why I got my first professional position. Imagine me there, sitting across a table from the library director and another librarian. It was a miserably hot day, that library didn't have air conditioning, and my fancy interview outfit included a black blazer. The heat wasn't the only reason I was sweating, though. Part of it came from trying to sell myself despite my lack of experience. Eventually they asked me a question about connecting my job history to librarianship. I hit it out of the park with my answer. I had a lot of customer service experience since I'd worked at a (sort of) upscale seafood restaurant. To be successful there, either you get used to dealing with a variety of people or you get out. We had customers who'd never been to the restaurant before, and I'd hold their hands through the entire dining experience. Other customers had been coming to that restaurant since it had opened, and for them I would only highlight new things. Most people who sat in my section fell between those extremes. Expanding the point, I told them that I'd use the same approach when working with library patrons. First semester freshmen need to have their hands held. Predominantly, professors only need an occasional pointer or to be told about new resources. And most people who come to the reference desk are somewhere in between. They agreed and the rest, as the cliché goes, is history.


I still use that approach. Figuring out where people fall on the spectrum of library experience is one of my favorite things about working at the reference desk. I need time off of the reference desk, the same as most people, but I love working there because I love working with people.


What do you think? Am I crazy for thinking of librarianship as a helping profession?

Wednesday, November 9, 2011

Learn From My Mistakes: Reference Interviews

Helping patrons at the reference desk is one of the hardest things I do as a librarian. I can locate pretty much any kind of information, but ferreting out a patron's actual information need is tricky. There's a whole verbal dance I do, trying to establish the context of the information need without being too nosy and asking process questions without sounding judgmental. Sure, I took a class in reference and information services in my graduate program, and that gave me some of the theory. [After feedback and discussions on Google+, I want to make something clear. We did role play in my class, but there was a big difference for me between what happened in that professor's classroom and what actually happens on the reference desk.] However, really learning how to conduct a reference interview didn't start until I had my first professional position.

I'll never forget one of the big mistakes I made early in my career. A college student came to me for help and I would have sworn I heard her ask for "information on zebra muscles." Earlier that day, I had seen a book about equine biology, so I was excited. I found her an article and then brought her up to the stacks to show her that perfect book. Then, about 10 or 15 minutes into our conversation, I noticed a look of confusion on her face. I think I said something really smart like, "This isn't what you need, is it?" She confirmed my suspicion that I was off base, so I asked her to tell me more about her topic. It turned out that she was writing a paper about an invasive species of bivalves; she wanted "information on zebra mussels." I felt really stupid, but I learned the value of the reference interview that day.

In the intervening years, I've made other mistakes but I've also gotten a lot better at helping people with their research. In the hopes of saving you some of the embarrassment I've experienced, here are some of the things I've learned to do when conducting reference interviews:
  1. Listen empathetically. If you've never heard of this concept, it's about showing the other person that you hear what he or she is saying. It isn't just parroting his/her words; it's showing your understanding of what was said. I've saved myself so much trouble since I started doing this. Here's an example: A student who came to the reference desk asked me for help finding a source about cultural differences in dining etiquette, and I responded, "So you need something that talks about the different kinds table manners people use in different cultures?"
  2. Look beyond the surface question. A graduate student who asked me where to find the New York Times online really needed movie reviews from the 1950s. An undergraduate who wanted to know where the poetry section was really looking for a feminist analysis of a specific famous poem. Part of looking beyond the question is figuring out the context of the information need. This can be hard in a public library context, but I think my technique might be applicable. I usually ask some version of, "Is this for a school assignment or for your own purposes?" If I'm told it's personal, I stop asking questions in that vein. If I'm told it's for school, I ask to see the assignment sheet.
  3. Ask process questions, but ask them in a way that puts people at ease. "Have you had a chance to look for this information yet? If so, can you tell me where? If not, it's not a problem." won't put someone on the defensive as readily as "Have you tried looking for it yet?" will. (You also want to ask how quickly the information is needed, but I've never had a patron get their back up over this kind of question.)
  4. Pay attention to body language and changes in expression. If the community member I'm helping starts to look confused, I know I'm off topic. On the other hand, if she walked up to the reference desk with her shoulders up near her ears and then she starts to look more relaxed as the conversation progresses, I know I'm on track.
  5. Remember this is a customer service interaction. Maybe I'm biased because I put myself through graduate school by waiting tables, but I think the customer service aspect is hugely important. I always ask questions like "Is this the kind of thing you need?" while I'm still in the reference interview. When we finish, I make sure to tell him or her how much longer I'll be on the reference desk, when I will be back, and how he or she can get help if I'm not available. Finally, if s/he stays in the library after we're done at the reference desk, I try to follow up with a simple "Did that work out?" after 10-15 minutes.
I'm a lot better than I was on the day of the zebra muscles/mussels debacle, but I'm still working towards that perfect reference interview technique. Nevertheless, this list represents a lot of hard learned lessons, so I'm hoping you'll read it and learn from my mistakes.

How about you? What have you learned so far about conducting reference interviews? Any mistakes you'd care to share?