We're All in it Together: Cross-Training and Rotating Task Schedules in Resource Sharing

Post on 05-Dec-2014

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When David Ketchum arrived at the University of Oregon Libraries in February 2012 as the new Resource Sharing Librarian, there was a clear distinction between “Lenders” and “Borrowers” in ILL. In this session David will cover some benefits of cross-training in ILL and share how a cross-training program and rotating task schedule was developed in his department that has transcended this legacy model and helped foster a more efficient, collaborative learning environment. Presentation by David Ketchum

Transcript of We're All in it Together: Cross-Training and Rotating Task Schedules in Resource Sharing

David Ketchum | dketchum@uoregon.eduResource Sharing LibrarianThe University of Oregon Libraries

We’re All in it Together: Cross-training & Rotating Task Schedules in Resource Sharing

Why Cross-train?

More complete understanding of the entire ILL process

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Provide better customer service

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Provide better customer service

Offer more comprehensive support for & oversight of student assistants

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Provide better customer service

Offer more comprehensive support for & oversight of student assistants

Diversify task assignments & learn new skills

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Provide better customer service

Offer more comprehensive support for & oversight of student assistants

Diversify task assignments & learn new skills

Collaborate & team-build

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Provide better customer service

Offer more comprehensive support for & oversight of student assistants

Diversify task assignments & learn new skills

Collaborate & team-build

Enhance flexibility

Why Cross-train?

Support the life-cycle of scholarly content

Build the multi-institutional library

Improve the user experience

Support instruction that fosters academic success

Become a learning organization

Advance diversity

UO Libraries Strategic Directions

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Provide better customer service

Offer more comprehensive support for & oversight of student assistants

Diversify task assignments & learn new skills

Collaborate & team-build

Enhance flexibility

More balanced workload

Why Cross-train?

More complete understanding of the entire ILL process

Better recognize priorities & fill in for others

Provide better customer service

Offer more comprehensive support for & oversight of student assistants

Diversify task assignments & learn new skills

Collaborate & team-build

Enhance flexibility

More balanced workload

Succession planning

Task Self-assessment

No/Little Experience: I am not comfortable performing this task without further training

Competent: I have the knowledge & skills to perform this task & solve some problems, but I still encounter questions & issues

Proficient: I have advanced knowledge & skills in this task, I can troubleshoot most issues & problems, & I can train others

Task Self-assessment – Lender

Competent or proficient in 100% of Lending Tasks

Competent or proficient in 7% of Borrowing tasks

Competent or proficient in 41% of all ILL-related tasks

Task Self-assessment – Borrower

Competent or proficient in 17% of Lending Tasks

Competent or proficient in 64% of Borrowing tasks

Competent or proficient in 50% of all ILL-related tasks

Task Self-assessment – Cross-Trained

Competent or proficient in 100% of Lending Tasks

Competent or proficient in 71% of Borrowing tasks

Competent or proficient in 82% of all ILL-related tasks

Individual & Median Levels of Competence/Proficiency – Before

S1 S2 S3 S4 S5 Median0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

41%

100%

50%

45%

82%

50%

Median level of competence/proficiency in the unit = 50%

Rotating Task Schedule

Rotating Task Schedule

Task Priority List

Outcomes

Outcomes

Before• Competent or proficient in 100% of Lending tasks• Competent or proficient in 7% of Borrowing tasks• Competent or proficient in 41% of all ILL-related tasks

Outcomes

Before

After

• Competent or proficient in 100% of Lending tasks• Competent or proficient in 7% of Borrowing tasks• Competent or proficient in 41% of all ILL-related tasks

• Competent or proficient in 100% of Lending tasks• Competent or proficient in 93% of Borrowing tasks• Competent or proficient in 95% of all ILL-related tasks

Outcomes

Before• Competent or proficient in 17% of Lending tasks• Competent or proficient in 64% of Borrowing tasks• Competent or proficient in 50% of all ILL-related tasks

Outcomes

Before• Competent or proficient in 17% of Lending tasks• Competent or proficient in 64% of Borrowing tasks• Competent or proficient in 50% of all ILL-related tasks

After• Competent or proficient in 100% of Lending tasks• Competent or proficient in 93% of Borrowing tasks• Competent or proficient in 91% of all ILL-related tasks

Outcomes

S1 S2 S3 S4 S5 Median0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

41%

100%

50%

45%

82%

50%

95%

100%

91%

68%

95% 95%

Level of Competence/Proficiency Before Level of Competence/Proficiency After

Median level of competence/proficiency for the unit (Before) = 50%

Median level of competence/proficiency for the unit (After) = 95%

Combined increase in individual levels of competence/proficiency = 131%

Outcomes

December

2009

Febru

ary 2010

April 2010

June 2010

August

2010

October

2010

December

2010

Febru

ary 2011

April 2011

June 2011

August

2011

October

2011

December

2011

Febru

ary 2012

April 2012

June 2012

August

2012

October

2012

December

2012

Febru

ary 2013

April 2013

June 2013

August

20130

200

400

600

800

1000

1200

1400

Average Processing Delay Time (Minutes)

Outcomes

November

2011

December

2011

January

2012

Febru

ary 2012

March 2012

April 2012

May 2012

June 2012

July 2012

August

2012

Septem

ber 2012

October

2012

November

2012

December

2012

January

2013

Febru

ary 2013

March 2013

April 2013

May 2013

June 2013

July 2013

August

20130

50

100

150

200

250

300

Average Processing Delay Time (Minutes)

Outcomes

“I had a just few tasks before, but I had a deep level of knowledge about those tasks. I was a little bit worried that I wouldn’t be able to develop that depth of knowledge about a wide range of jobs but I was also excited to learn more. I love understanding the whole process or lifecycle of borrowing and lending and learning more about document delivery too. I don’t know how I got by before, knowing only my little piece of the whole picture.”

“I enjoy the variety of work. It keeps things fresh and interesting to have a wider range of tasks than before.”

Outcomes

“I feel like I have more to offer the patrons and my coworkers in terms of being able to field patron questions, help out when coworkers are out of the office, and help student workers with training and troubleshooting.”

“I think we are prepared to start the new school year with better communication than ever before and it is exciting that we are going into this year with more skills and more efficiency.”

“Cross-training has really helped me provide better service to patrons. I often used to get phone calls that I couldn’t answer because I didn’t know anything about lending and I had a lot of gaps in my knowledge about certain aspects of borrowing too. I also felt like I wasn’t as useful to student workers when they had questions because my area of expertise was narrow. I really enjoy helping student workers, patrons, and other libraries more effectively – it gives me a sense of satisfaction and success as well as being a good thing for our overall ability to provide good service.”

Thank You!

David Ketchum | dketchum@uoregon.eduResource Sharing LibrarianThe University of Oregon Libraries

We’re All in it Together: Cross-training & Rotating Task Schedules in Resource Sharing