Patron Initiated Workflows

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Patron Initiated Workflows
Patron Asks
Question
Initial Service Point
starts to answer
Question
Answered!
Referral
Subject Specialist
Starts to answer
In Person
Services
Virtual
Services
Librarian
Initiated
Services
Referrals
happen in
overlaps
In Person
Services
Virtual
Services
Librarian
Initiated
Services
In Person Services –
Reference Desks
Subject
Desk 1
Subject
Desk 2
Referrals
happen in
overlaps
Subject
Desk 3
Physical Desk layout with 3 example desks.
Same thing for more desks.
In Person Services –
Everything else
Walk-up @
circ desks
Consultations
Reference
Desks
Office Hours
Embedded
Librarians
Arrows
indicate
potential
referrals
In Person Services –
all together
Subject
Desk 1
Subject
Desk 2
Subject
Desk 3
Walk-up @
circ desks
Consultations
Reference
Desks
Office Hours
Embedded
Librarians
In Person Services
Subject
Desk 1
Subject
Desk 2
Subject
Desk 3
Refere
nce
Desks
Virtual
Services
Walkup @
circ
desks
Consul
tation
s
Office
Hours
Embe
dded
Librari
ans
Librarian
Initiated
Services
Virtual Services
Chat
Email
Other
SMS
Telephone
Arrows
indicate
potential
referrals
Chat - notes
• Can staff from offices
• Might have 1 or more physical locations where
reference staff meet
• Opportunity for cross training, especially with
GAs and librarians
• Might staff from physical desks
In Person Services
Subject
Desk 1
Subject
Desk 2
Subject
Desk 3
Walkup @
circ
desks
Consul
tation
s
Office
Hours
Other
Embe
dded
Librari
ans
Virtual Services
Chat
Email
Other
SMS
Telephone
Librarian
Initiated
Services
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