LibAnalytics

1. LibAnalytics Created by: Christopher J. Messier Learning Commons Supervisor

2. Go to https://libanalytics.com Email: Ask your supervisor PW: Ask your supervisor Then click “Sign In”

3. Home Page This is your home page for LibAnalytics. This is where you can review your past added records. The next step is to click “Add Record(s)” to be able to add a record.

4. Adding A Record From the Add Record(s) page make sure the “Entered By,” drop-down menu presents the correct name. Student, LC Student, SCUA Student, Info Desk Student, SEL Student, CircReserve Next, click on the proper Library Location. This is a required field. The next step is to chose a LEAD Scale level from 1-6 This is a required field.

5. Adding A Record Continued The next step is to fill out a Contact Type. Please chose 1 option from the 11 given. After you chose the contact move on to the “Other Interactions” options. You can check either, neither, or both. The Referrals option is to be checked ONLY if you are referring a user to another LIBRARY person or service. The Final step, if needed, is to enter comment about the situation. Once again, it’s only used if needed.

6. VS When all other fields are completed you must click “Submit,” or “Submit & Clear.” When you click Submit, the current transaction will be entered to server and all fields will remain as selected. This is useful if you will be submitting many similar transactions. The Submit & Clear button submits the current transaction and then proceeds to clear all fields after submission. ****Be aware that the Submit & Clear button will change the “Entered BY:” to be the name of the person who originally logged onto LibAnalytics.

7. The LEAD Scale 2 5 1 4 3 6 The LEAD Scale: A six-point sliding scale that captures supplemental data including training, skills, education, effort, teachable moments, knowledge and expertise that occurs during any work function in a library. http://readscale.org

8. Why Collect Statistics and Use the LEAD Scale? • The Library is collecting statistics and using the LEAD Scale for numerous reasons. • To improve our services to users here at the UMass Library: • Improve our services and support • Improve our staff and student staff training • Broaden out staff knowledge of possible questions • To keep records of daily transactions. • Time of day the question(s) were asked. • What kind of support was needed. • How many users were helped. • Where the support was given. • The LEAD Scale tells us: • How complex the question was. • The level of training and staffing needed by location and time.

9. How to Choose the Correct LEAD Scale #?” Are you sure you are choosing the correct LEAD Scale #??? When entering records into LibAnalytics, choose carefully from the numbers 1-6 as to the level of the transaction. Use the guide at your desk, or given to you by your supervisor, to determine the correct scale number. The guide will have examples of the levels and sample questions or interactions. Most Student interactions are 1, 2, or 3.

10. Example Record You just helped a patron by referring them to a different department in the library… Step 1: Make sure your “entered by,” name is correct. Step 2: Library Service/Location Step 3: LEAD Scale Level Step 4: Contact type Step 5: Enter any other transactions if necessary. Step 6: Use the “Comment on Service,” box to enter any other useful information for the record. Final step: Click Submit.

11. More About the LEAD Scale… These next 6 slides will show you the standard LEAD Scale for all departments. Please read through your department. It might be a good idea to also read through other departments similar to yours.

12. LEAD Scale #1 1) Quick and easy. Interactions that require the least amount of effort; Learned through introductory training, no specialized knowledge, skills or expertise, everyone can answer. • Directions • Hours • Referrals • Questions often answered by pointing or providing a library handout.

13. LEAD Scale #2 2) Learned through experience or additional training, no specialized education, customer service considered. Minimal Effort. • General Library or Policy information • Show how to look up a call number for a known item • Find an item on Reserve • Help with account set up/logins: ILL Aleph, LUNA, ARTstor, SCUA • How to request an item from Five Colleges • View patron account • Basic hardware and software support (email, save, print, copy, scan, MS office)

14. LEAD Scale #3 3) Answers in this category require some effort and time. Customer service; problem solving, specialized higher education, or equivalent years of experience may be factors. Minimal instruction of the user may be required • Library Catalog assistance - author/subject searching, some instruction provided • SPIRE Look-ups

15. LEAD Scale #4 4) Interaction may involve teaching others, problem solving; time a factor; multiple resources may be used. Specialized expertise may be a factor.

16. LEAD Scale #5 5) Exceeds routine problem solving, consultation with others, referrals; time a factor; multiple resources used; initiative. • Standard poster printer appointment

17. LEAD Scale #6 6) Highly specialized; all other factors come into play; multiple consultations, resources or primary materials used; time a factor; initiative; multiple solutions considered. • Ongoing in-depth transactions may be semester long, or longer • Advanced poster printing session (formatting and content design)

18. Thank You! Thank you for taking time to look at this presentation. I hope this helped you in your LEAD Scale training. If you have any questions, please feel free to ask your supervisor directly. LEAD Scale Tutorial created by: Christopher J. Messier: LC Desk Supervisor Learning Commons.