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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. 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 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.

To do -

1. Draft message describing new system for Steve to send to all-lib? ps-lib?. - (First draft by ~May 15, any takers?)

  • Make it clear that everyone who answers any questions from the public should be involved (or however we want to clarify that).
  • Keep it brief, so that people will read it.
    • Instead of recording statistics every day, we will be doing recording them four weeks out of the year
    • The 4 weeks will be (x,x,x,x)
    • Remember to record all transactions, whether they happen at the desk or away.
    • A reminder of the difference between reference and other

2. Make a web / wiki page describing the new system. - Heather & Bill

Updated policy for collecting reference statistics

  • Is that title too formal?
  • Link off of RISG page, where?
  • Send link with email to PS Lib (Is this going to include everyone we want to collect statistics?)
  • Include attached .pdf of ref statistics sheet.
  • What is going to go here? Same wording as email?

3. Meet with Steve and Jess to figure out logistics.

Monday, April 13th, 4-5 pm in the DIRC - Thank you, Remlee!

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 (Was this already decided as all-lib?)

4. 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

5. 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.

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It is based on the ANSI/NISO Z39.7-2004: Information Services and Use: Metrics & statistics for libraries and information providers — Data Dictionary, 7.3, http://www.niso.org/dictionary/section7/. The one online is listed from 2004.

2. Draft message describing new system for Steve to send to all-lib? ps-lib?. - (First draft by ~May 15, any takers?)

  • Make it clear that everyone who answers any questions from the public should be involved (or however we want to clarify that).
  • Keep it brief, so that people will read it.
    • Instead of recording statistics every day, we will be doing recording them four weeks out of the year
    • The 4 weeks will be (x,x,x,x)
    • Remember to record all transactions, whether they happen at the desk or away.
    • A reminder of the difference between reference and other

3. Make a web / wiki page describing the new system. - Heather & Bill

Updated policy for collecting reference statistics

  • Is that title too formal?
  • Link off of RISG page, where?
  • Send link with email to PS Lib (Is this going to include everyone we want to collect statistics?)
  • Include attached .pdf of ref statistics sheet.
  • What is going to go here? Same wording as email?

4. Meet with Steve and Jess to figure out logistics.

Monday, April 13th, 4-5 pm in the DIRC - Thank you, Remlee!

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 (Was this already decided as all-lib?)

5. Publicize the new model

...

  • 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.

...

Proposal sent to PSLG

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.