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April 13 - Meeting with Steve and Jess re: reporting ref stats in the new model. Bring any final questions for Steve.
May 1 - Decide on weeks to sample, if we didn't decide in the meeting. Can use this time to work on some of the little things below, like creating a little blurb about ref vs. other questions, set up the instructions on the wiki
May 13 - Complete first draft of email that will be sent to (PS-Lib?)out. Send draft to our little subgroup and maybe Steve for comments.
~May 20 - Finalize wording for email. Finalize public wiki
Late May - early June - Steve to send email introducing the new policy
June 15 - Send reminder of upcoming changes. Keep public wiki updated
July 1 - Reference statistics sampling model lanuches! Stop taking daily statistics. Send reminder.
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1. Decide which definition of reference to use. - I'm thinking we probably want to know this (or have a good sense of where we are, by the meeting with Steve, April 13.
I. Reference and User Services Association (RUSA)
Approved by RUSA Board of Directors, January 14, 2008
Submitted by subgroup of RSS Executive Committee
Reference Transactions are information consultations in which library staff recommend, interpret, evaluate, and/or use information resources to help others to meet particular information needs. Reference transactions do not include formal instruction or exchanges that provide assistance with locations, schedules, equipment, supplies, or policy statements.
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For this meeting we will have prepared:
- Something about the definition of reference (I'm pretty sure that I missed something about this that maybe came up at the PSLG meeting? Where does this fit in to reference statistics? Does it have to do with whether a question is reference or other or who should be recording statistics?)
- A rough timeline of how we plan to roll out the policy (when & how we'll publicize, etc.)
- Some ideas for whether the reference statistics sheet needs to change at all?
- Discuss which weeks we will sample?
- Decide who our audience will be (PS-Lib? Does that include everyone? Add individuals?Was this already decided as all-lib?)
5. Publicize the new model
- Make timelines for reminding people to keep statistics
- Timeline for FY 2009 and lead in to sampling method
- Timeline for FY 2010 to send reminders that sample weeks are coming and how to find stats sheets.
- Remind them how to distinguish whether a question is "reference" or "other"
- Send wiki link with correspondence
Reference Statistics Review - This links to citations & notes from the literature review we did as background, notes from earlier meetings, also notes related to different reference statistics-taking options including the READ scale, subscription services (such as AltaRama and DeskTracker) and macros in Excel that we tried out. A tool of interest may be Zoho Creator, which allows users to create on the fly databases with some decent options.