Seeking Synchronicity:
OCLC, Rutgers researchers explore virtual reference services
by analyzing chat transcripts
By Robert C. Bolander, Lynn Silipigni Connaway and Marie L. Radford
Web-based library reference services have
emerged as vital alternatives to the traditional
face-to-face or telephone reference encounter.
However, existing research on this relatively new type of
library service is fragmented and limited in scope.
Lynn Silipigni Connaway, OCLC Consulting Research
Scientist, and Marie L. Radford, Associate Professor
at the Rutgers University School of Communication,
Information & Library Studies, are conducting a
two-year, multiphase study of virtual reference services
(VRS) from user, non-user and librarian perspectives.
Supported by a grant from the Institute of Museum
and Library Services and in-kind contributions from
OCLC and Rutgers, the study will investigate factors
that influence the selection and use of synchronous
(e.g., Internet chat-based) VRS and study user and staff
perceptions of satisfaction. It also seeks to develop research-based recommendations for VRS staff to increase
user satisfaction with the virtual reference experience.
The project employs a combination of techniques for
data collection, including an analysis of chat transcripts,
focus-group and telephone interviews, and online surveys.
Manual and computer-assisted qualitative and
quantitative data-analysis techniques will be employed.
This article reports on the analysis of 300 transcripts of
virtual reference sessions from 24x7 Reference conducted
between July 7, 2004 and June 27, 2005.
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| The most frequently occurring type of reference transaction... |
Researchers developed, refined, and applied schemas
for analyzing transcripts, each of which was reviewed by
multiple coders. This method reveals the complexity and
richness of these interactions.
Geography, library and question type,
and subject
Most of the transcripts studied were from the eastern
or western United States. The remainder were from Australia,
the Midwestern U.S., Canada
and England. A variety of libraries
was represented in the sample. Members
of reference consortia made up
the largest single group in the sample,
followed by public, university, national,
law, state, and K-12 libraries.
The most frequently occurring type
of reference transaction was a subject
search, followed by ready reference,
procedural, item availability and
research inquiries. Interestingly, ready
reference questions accounted for 30
percent of the questions. This is surprising given the popularity
of Internet search engines such as Google, Yahoo
and Ask.com.
Researchers classified questions by subject, using the second
summary of the Dewey Decimal Classification – the
Hundred Divisions. The most frequently asked questions
from VRS users were about library procedures, followed
by law, biography and genealogy, North American history,
education, social issues and economics. Forty other subjects
also were represented.
Interpersonal communication analysis
A significant aspect of the researchers’ interest had to
do with the interpersonal communication features of
the reference chat sessions. They found that reference
chat interactions include a variety of both relational
facilitators—interpersonal aspects of the chat conversation
that have a positive impact on the librarian-client
interaction and that enhance communication—and relational
barriers—interpersonal aspects of the conversation
having a negative impact on the interaction.
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| ...was a subject search. |
Librarians and clients employed a variety of relational
factors to manage virtual reference interactions.
Librarians
used techniques of rapport building (e.g., offering confirmation,
approval or empathy), deference (using expressions
of politeness, gratitude or apology), the use of unscripted
greeting and/or closing rituals, and representation of nonverbal
cues (e.g., “smileys”) to try to build a satisfying
experience for the client.
Clients also employed the same relational facilitators,
although the two groups used specific facilitators to different
degrees. Librarians tended to use rapport-building
techniques as well as greeting and closing rituals more
than clients, while clients tended to demonstrate deference
more frequently than librarians. This analysis suggests that
librarians tended to use representations of nonverbal cues
much more than clients.
Similarly, librarians and clients both exhibited relational
barriers, but to differing degrees. Clients tended to manifest
relational barriers more frequently than librarians. Clients
tended to manifest negative closures or other closing problems
more often than relational disconnects (e.g., failing to
respond to an opportunity to build rapport). When librarians
manifested relational barriers, they tended to employ
negative closures or other closing problems in about the
same proportions as relational disconnects.
The study methodology has been designed to ensure that
results will be generalizable. The large international sample
and multiple approaches to data gathering indicate that
this research will be immediately relevant and useful to the
global LIS community. Results will be widely disseminated
as each of the proposed research phases concludes.
One thing seems clear even at this stage of the research.
Although the researchers are studying VRS chat transcripts,
much of what they have found has to do with interpersonal
communication and providing good service to clients.
As stated by Tenopir,1 this “analysis can help improve any
interaction between librarian and patron.”
Questions about this study may be directed to Lynn Silipigni
Connaway, Ph.D., OCLC Research.
Email: connawal@oclc.org
Bio: www.oclc.org/research/staff/connaway.htm
Project Web
site: http://www.oclc.org/research/projects/synchronicity/.
1-Carol Tenopir, “What Chat Transcripts Reveal,” Library Journal, March 1, 2006.
http://www.libraryjournal.com/article/CA6308689.html
OCLC PICA:Cooperation, partnering, acquisition | By the numbers
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