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digital reference services in the web based information world

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441DIGITAL REFERENCE SERVICES IN THE WEB BASEDINFORMATION WORLDAmruth Sherikar Suresh Jange Sanjeev JadhavAbstractReference service has long been a cornerstone of <strong>the</strong> library profession and <strong>the</strong> developmentof Internet br<strong>in</strong>gs libraries new modes of communication and outreach and has extended<strong>the</strong> scope of <strong>reference</strong> service to Digital or Virtual Reference <strong>services</strong> to <strong>the</strong> users across<strong>the</strong> <strong>world</strong>. An attempt has been made to notify <strong>the</strong> significance of Digital <strong>reference</strong> Services<strong>in</strong> <strong>the</strong> Internet <strong>world</strong> and suggests <strong>the</strong> criteria Plann<strong>in</strong>g and implement<strong>in</strong>g Digital ReferenceServices <strong>in</strong> an academic and research <strong>world</strong>. Fur<strong>the</strong>r, <strong>the</strong> Web-<strong>based</strong> <strong>reference</strong> <strong>services</strong>,which could be used by <strong>the</strong> libraries are compiled and concludes with challenges of systemof Digital Reference Services.Keywords: Digital Reference Service, Virtual Reference Service, Information Services1. IntroductionReference <strong>services</strong> are a well established part of traditional library environment, <strong>the</strong> provision of <strong>reference</strong>service <strong>in</strong> <strong>the</strong> <strong>digital</strong> realm is still very much <strong>in</strong> a formative stage especially due to <strong>the</strong> advent of Internettechnology. Accord<strong>in</strong>g to Peters (2000) 1 makes an analogy between <strong>the</strong> evolution of traditional library<strong>services</strong> and <strong>the</strong> development of <strong>digital</strong> library <strong>services</strong> by observ<strong>in</strong>g that <strong>in</strong> both cases <strong>in</strong>itial <strong>in</strong>terestcentered on <strong>the</strong> provision of collections. Once <strong>the</strong>se were somewhat <strong>in</strong> place, <strong>the</strong> provision of documentsurrogates became <strong>the</strong> centre of attention. Only after <strong>the</strong>se issues began to be addressed did <strong>in</strong>terest <strong>in</strong><strong>services</strong> beg<strong>in</strong> to move centre field. In this ve<strong>in</strong>, it appears that discussion and experimentation withlibrary <strong>services</strong> <strong>in</strong> <strong>the</strong> <strong>digital</strong> realm has begun, but <strong>the</strong>re are still many issues, both practical and <strong>the</strong>oreticalthat must be addressed to understand what <strong>the</strong> issues and needs are and to create true state–of-art<strong>services</strong> that meet user needs and can be professionally planned for, managed and evaluated.Digital <strong>reference</strong> replicates <strong>in</strong> <strong>the</strong> <strong>digital</strong> library environment what is most valued <strong>in</strong> <strong>the</strong> physical, especiallypublic, environment: personalized guidance <strong>in</strong> <strong>the</strong> ga<strong>the</strong>r<strong>in</strong>g and selection of <strong>the</strong> best resources. Althoughthis new type of service poses a challenge to more traditional public library service delivery, successful<strong>in</strong>tegration of <strong>the</strong> new and old models will provide users with <strong>the</strong> consistent support necessary <strong>in</strong>navigat<strong>in</strong>g <strong>the</strong> <strong>digital</strong> environment. Although <strong>the</strong>re has been greater impact of Information andCommunication technology of libraries especially <strong>in</strong> India, still majority of academic libraries are still <strong>in</strong><strong>the</strong> process of Library automation with respect to automat<strong>in</strong>g <strong>the</strong>ir <strong>in</strong>-house activities and <strong>services</strong>ma<strong>in</strong>ly OPAC. Computerization of Circulation activity is still not much carried away <strong>in</strong> <strong>the</strong>se types oflibraries. In this context, <strong>the</strong> concept of Digital Reference Service seems to be still at primitive stage <strong>in</strong>Indian context. However, with <strong>the</strong> <strong>in</strong>troduction of UGC Infonet facility to <strong>the</strong> universities <strong>in</strong> India has givena new dimension to <strong>the</strong> academic librarians <strong>in</strong> <strong>the</strong> country to th<strong>in</strong>k of Virtual Reference Services, which isused synonymous with Digital Reference Service.2. Digital Reference Services (DRS)Digital <strong>reference</strong>, also called virtual <strong>reference</strong> and onl<strong>in</strong>e <strong>reference</strong>, is a relatively new addition to library<strong>services</strong> that is ga<strong>in</strong><strong>in</strong>g wide-popularity <strong>in</strong> public and academic libraries. Reference librarians encountera wide variety of <strong>in</strong>formation queries, depend<strong>in</strong>g on <strong>the</strong>ir user populations and <strong>the</strong> type of libraries <strong>in</strong>4 th International Convention CALIBER-2006, Gulbarga, 2-4 February, 2006 © INFLIBNET Centre, Ahmedabad


442which <strong>the</strong>y work. Never<strong>the</strong>less, <strong>reference</strong> librarians <strong>in</strong> all library sett<strong>in</strong>gs should be prepared to assistpatrons who need <strong>in</strong>formation. Fur<strong>the</strong>rmore, given <strong>the</strong> rapid development of virtual <strong>reference</strong> <strong>services</strong>such as e-mail and chat, <strong>reference</strong> librarians need to be ready to fulfill <strong>in</strong>formation requests <strong>in</strong> <strong>the</strong> onl<strong>in</strong>eenvironment, and not just at <strong>the</strong> <strong>reference</strong> desk.Digital <strong>reference</strong> refers to a network of expertise, <strong>in</strong>termediation and resources placed at <strong>the</strong> disposal ofsomeone seek<strong>in</strong>g answers <strong>in</strong> an onl<strong>in</strong>e environment. Digital <strong>reference</strong> can provide support for userswho f<strong>in</strong>d onl<strong>in</strong>e tools and resources unfamiliar, difficult to learn, or <strong>in</strong>sufficient to answer <strong>the</strong>ir <strong>in</strong>formationneeds. It can also provide valuable user feedback to collection builders so that <strong>the</strong>y may better tailor <strong>the</strong>irresources and maximize <strong>the</strong>ir <strong>in</strong>vestment <strong>in</strong> content creation 23. Plann<strong>in</strong>g and Modes of Digital Reference ServiceThe criteria that should be kept <strong>in</strong> m<strong>in</strong>d while render<strong>in</strong>g Digital Reference Services to <strong>the</strong> users are• Establish<strong>in</strong>g a User-Centered Service Model that Balances Centralization and Decentralizationand should understand and analyze <strong>the</strong> <strong>in</strong>formation needs of users.• The coord<strong>in</strong>ation between <strong>the</strong> Librarian, faculty and users needs to be <strong>in</strong>tegrated to achievesubject-doma<strong>in</strong> expertise.• Better understand<strong>in</strong>g and agreement across <strong>the</strong> organization that a significant amount of <strong>reference</strong>activity will cont<strong>in</strong>ue to transpire directly between librarians and users, but that subject specialistswill anticipate and be prepared to respond to <strong>in</strong>quiries through <strong>the</strong> central service.• The DRS is a cont<strong>in</strong>uous activity and has to be framed keep<strong>in</strong>g <strong>in</strong> view of <strong>the</strong> long run towardsgoals of academic pursuit.• A Strong IT <strong>in</strong>frastructure is a basic necessity with campus network of high bandwidth. The physicalservice location <strong>in</strong> a public service area and Virtual service location of server space with properma<strong>in</strong>tenance has to be worked out i.e. hardware and software PC/Workstation; pr<strong>in</strong>ter; scanner;mail client; <strong>web</strong>-form; chat software; au<strong>the</strong>ntication software; etc.• As a <strong>reference</strong> expertise <strong>in</strong> <strong>the</strong> virtual environ, <strong>the</strong> library staff participat<strong>in</strong>g <strong>in</strong> virtual <strong>reference</strong>service need to have a clear understand<strong>in</strong>g of <strong>the</strong> software/<strong>in</strong>formation technology be<strong>in</strong>g used tosupport operations, and <strong>the</strong> specific goals, policies and guidel<strong>in</strong>es for service. Therefore tra<strong>in</strong><strong>in</strong>g<strong>in</strong> advanced <strong>web</strong> skills, <strong>reference</strong> <strong>in</strong>terview and procedure; programm<strong>in</strong>g and <strong>web</strong> expertise arerequired.• Ensure quality control as a basic standard for research<strong>in</strong>g questions; types of sources used;structured response; referrals to o<strong>the</strong>r resources or <strong>services</strong> etc. The most fundamental way toensure that <strong>digital</strong> <strong>reference</strong> service is consistently excellent is to def<strong>in</strong>e realistic service goals,accompanied by workable policies and procedures, with participat<strong>in</strong>g staff fully cognizant and<strong>in</strong>vested <strong>in</strong> <strong>the</strong>m.Digital <strong>reference</strong> service models can be organized ei<strong>the</strong>r <strong>in</strong> a asynchronous mode where<strong>in</strong> <strong>the</strong>transactions <strong>in</strong>volve a time delay between <strong>the</strong> question and answer and synchronous mode with <strong>in</strong>stantanswers to a query.


443E-mailE-Mail is most preferred means of communication <strong>in</strong> respond<strong>in</strong>g to user’s <strong>reference</strong> queries as it iswidely available and does not require extra software. Users can ei<strong>the</strong>r click directly on <strong>the</strong> e-mail addresson <strong>the</strong> library <strong>web</strong> page which activates email software, or send a message to <strong>the</strong> email address us<strong>in</strong>g<strong>the</strong>ir own software.Web FormsOn par with E-mail, <strong>in</strong>stead of send<strong>in</strong>g mail directly, <strong>the</strong> users need to fill up <strong>the</strong> <strong>the</strong>ir query on <strong>the</strong> Webform like Ask A Librarian from a designated <strong>web</strong> site, where users must respond to specific queries <strong>in</strong>addition to ask<strong>in</strong>g <strong>the</strong>ir questions. Users must click on a button specifically designated for that purposeand after receipt of <strong>the</strong> form, <strong>the</strong> librarian will respond.Chatt<strong>in</strong>g for Information queryThis is <strong>the</strong> advanced method of answer<strong>in</strong>g to <strong>the</strong> <strong>reference</strong> queries <strong>in</strong>stantly <strong>in</strong> <strong>the</strong> Internet <strong>world</strong>. Thetransaction <strong>in</strong>volves a split <strong>web</strong> screen: <strong>in</strong> one screen users type questions and can <strong>in</strong>stantly seelibrarians’ responses; <strong>in</strong> <strong>the</strong> second screen, librarians can call up <strong>web</strong> pages or o<strong>the</strong>r electronic <strong>reference</strong>swhere <strong>the</strong> required <strong>in</strong>formation can be found. Although chat <strong>reference</strong> is associated with <strong>the</strong> 24/7 servicemodel, this level of service is often impossible for s<strong>in</strong>gle libraries to implement. Chat <strong>reference</strong> softwarelike Yahoo Messenger or higher dedicated software’s <strong>in</strong> <strong>the</strong> <strong>web</strong> environ may be stored locally on a libraryauthority server (Figure 1).Video-conferenc<strong>in</strong>g or <strong>web</strong>-cam <strong>services</strong>This is an improved form of Chatt<strong>in</strong>g with visual element where <strong>the</strong> librarian and user can see each o<strong>the</strong>rand exchange <strong>the</strong>ir queries. Librarians and users are able to use both text and speech for <strong>reference</strong>transactions. Instead of a w<strong>in</strong>dow for <strong>the</strong> textual exchange, <strong>the</strong>re is a w<strong>in</strong>dow <strong>in</strong> which librarians andusers can see each o<strong>the</strong>r while conduct<strong>in</strong>g a face-to-face <strong>in</strong>terview (Figure 1).Figure 1: Digital Reference Service at Indiana State University Library


4444. Current Trends <strong>in</strong> DRSThe Library of Congress’ Collaborative Digital Reference Service (CDRS) pilot, for example, explored <strong>the</strong>growth of cooperative systems <strong>world</strong>wide <strong>in</strong> 1998. In 2002, Question Po<strong>in</strong>t—a collaborative effort from<strong>the</strong> Library of Congress (LC) and OCLC Onl<strong>in</strong>e Computer Library Center, Inc. (OCLC) became <strong>the</strong> nextgeneration of <strong>the</strong> CDRS 34.1 Reference and Information Services on <strong>the</strong> WebA number of <strong>web</strong>-<strong>based</strong> <strong>reference</strong> and <strong>in</strong>formation <strong>services</strong> are available free of charge and small feebasis. Follow<strong>in</strong>g are some of <strong>the</strong> <strong>web</strong>-<strong>based</strong> <strong>reference</strong> <strong>services</strong>, which could be used by <strong>the</strong> libraries.1. AllExperts - (All subjects available free).2. Askme - (All subjects available free).3. F<strong>in</strong>d/SVP - (Bus<strong>in</strong>ess - Fee <strong>based</strong>).4. LiveAdvice.Com - (All subjects - Fee <strong>based</strong>).5. Professional City - (Law, Account<strong>in</strong>g, Market<strong>in</strong>g - Fee <strong>based</strong>).6. The Internet Public Library (www.ipl.org).7. Information Please (www.<strong>in</strong>foplease.com).8. Britannica (www.britannica.com).9. Bartleby Reference (www.bartleby.com/<strong>reference</strong>).10. The Internet Library for Librarians (www.itcompany.com/<strong>in</strong>foretriever/).11. Reference Desk (www.<strong>reference</strong>desk.org/).12. The Electric Library (http://ask.elibrary.com/redesk.asp).13. Mediaeater Reference Desk (www.mediaeater.com/easy-acess/ref.html).14. Xrefer (www.xrefer.com/).4.2 Search Eng<strong>in</strong>e Reference ServicesAsk Jeeves (www.askjeeves.co.uk) is basically a search eng<strong>in</strong>e. Ask Jeeves, a <strong>web</strong> <strong>based</strong> <strong>in</strong>formationservice is quite useful for <strong>in</strong>troduc<strong>in</strong>g <strong>reference</strong> <strong>services</strong> <strong>in</strong> <strong>digital</strong> libraries. Users can ask a questionand get an answer right away or ask a question on a given topic. Then Ask Jeeves comes up with a listof questions on <strong>the</strong> same or similar topics; <strong>the</strong> user can select any of those predef<strong>in</strong>ed questions andAsk Jeeves provides fur<strong>the</strong>r answers. This is an <strong>in</strong>terest<strong>in</strong>g service and may be considered a usefulmodel for <strong>reference</strong> and <strong>in</strong>formation <strong>services</strong> <strong>in</strong> <strong>digital</strong> libraries.In addition to Ask Jeeves, “The Electric Library” is an excellent choice for a serious researcher <strong>in</strong> need oftimely content from a wide array or o<strong>the</strong>rwise unavailable sources and “Information please” is a tool forstudents and o<strong>the</strong>r researchers as an authoritative sources of facts and po<strong>in</strong>ters for fur<strong>the</strong>r <strong>in</strong>vestigation.4.3 Digital Reference Services and LibrariesSome libraries have now begun to offer <strong>web</strong> <strong>based</strong> <strong>reference</strong> <strong>services</strong> and a number of projects havebeen <strong>in</strong>itiated. Some of such <strong>services</strong> available now are –


445• Ask a Librarian (www.earl.org.uk/ask/) a <strong>web</strong> <strong>based</strong> <strong>reference</strong> service primary design for UKresidents, provided by a network of public libraries. E.mail response is sent by one of <strong>the</strong> participantlibraries.• British Library STM search service and special <strong>reference</strong> <strong>services</strong> for bus<strong>in</strong>ess, patent, scientific,technical, medical and environmental <strong>in</strong>formation.• AskA <strong>services</strong> (for academic libraries).• WebL<strong>in</strong>e (www.<strong>web</strong>l<strong>in</strong>e.com/products/<strong>web</strong>.htm).• Virtual Reference Library (VRL) at Toronto Public Library.• CDRS (www.loc.gov/rr/digiref/). This collaborative Digital Reference Services has been launchedby Library of Congress. It is a professional <strong>reference</strong> service to users, anywhere anytime, throughan <strong>in</strong>ternational, <strong>digital</strong> network of libraries.• Automatic Reference Librarians for <strong>the</strong> World Wide Web. (www.fastlane.nsf.gov/servlet/showaward?award=9874759). Initiated by <strong>the</strong> University of Wash<strong>in</strong>gton. In this <strong>web</strong> <strong>based</strong><strong>reference</strong> service, <strong>the</strong> searchable site gets a wrapper conta<strong>in</strong><strong>in</strong>g some assigned topics that areused for match<strong>in</strong>g with <strong>the</strong> topic of user queries.• SIFTER (http://sifter.<strong>in</strong>diana.edu/) Initiated by Indiana University.• The Virtual Reference Desk (www.vrd.org/) sponsored by US Department of Education. Herewhen users question cannot be answered by participat<strong>in</strong>g centre, it is forwarded to <strong>the</strong> VRDnetwork for assign.• AskUs Onl<strong>in</strong>e Reference (http://<strong>in</strong>fopo<strong>in</strong>t.lib.umn.edu) University of M<strong>in</strong>nesota Libraries offered toqualified public <strong>services</strong> staff.5. Current Challenges for DRS• An ideal Management Software that would support Web-<strong>based</strong> <strong>reference</strong> <strong>services</strong> to haveasynchronous and real-time <strong>in</strong>teraction and telephone and site-<strong>based</strong>, face-to-face <strong>reference</strong>and facilitate <strong>the</strong> exchange of <strong>digital</strong> content; provide centralize <strong>the</strong> environment as needed <strong>in</strong> adistributed service organization; and provide <strong>the</strong> track<strong>in</strong>g, archiv<strong>in</strong>g, search capability, and usereportcapabilities critical for <strong>the</strong> effective management of ongo<strong>in</strong>g operations. The success ofrealiz<strong>in</strong>g goal for achiev<strong>in</strong>g complete and seamless <strong>in</strong>tegration of <strong>digital</strong> <strong>reference</strong> operationslargely rests on <strong>the</strong> <strong>in</strong>tegration of Management software of DRS.• The casual approach of Librarians will be totally ruled out when DRS is <strong>in</strong>troduced <strong>in</strong> <strong>web</strong> environ.Therefore, an exclusive <strong>reference</strong> Librarian is to be appo<strong>in</strong>ted to respond <strong>the</strong> queries and chat<strong>in</strong>stantly all <strong>the</strong> time.• Up-gradation of educat<strong>in</strong>g and tra<strong>in</strong><strong>in</strong>g to handle <strong>the</strong> system of Digital Reference Service <strong>in</strong> us<strong>in</strong>gmanagement software and respond<strong>in</strong>g is <strong>the</strong> basic necessity. This is <strong>the</strong> best opportunity toreveal <strong>the</strong> skilled Librarianship to explore <strong>the</strong>ir visibility.• Virtual Digital <strong>reference</strong> service will <strong>in</strong>variably grow even <strong>in</strong> <strong>the</strong> absence of aggressive promotion,but <strong>the</strong> real challenge is to demonstrate effective and high-demand service for <strong>the</strong> primary usercommunity 4 .• Co-operation and coord<strong>in</strong>ation is very much required from all angles i.e. Cross-<strong>in</strong>stitutional servicecollaborations, commercial <strong>in</strong>formation service development, and <strong>the</strong> development of tools anduser <strong>in</strong>terface designs that foster <strong>in</strong>dependent use of <strong>digital</strong> content for <strong>the</strong> success of Digital<strong>reference</strong> service.


4466. ConclusionClearly, librarians, especially, but not exclusively, public librarians, must be able to take on <strong>the</strong> role ofmentors, whe<strong>the</strong>r it be as guides <strong>in</strong> libraries at computer term<strong>in</strong>als, or as virtual guides through e-mailand chat. Incorporat<strong>in</strong>g <strong>digital</strong> <strong>reference</strong> as a standard service <strong>in</strong> library plans will prepare librarians <strong>in</strong>heel<strong>in</strong>g <strong>the</strong> cries of an <strong>in</strong>fant <strong>digital</strong> <strong>reference</strong> field, or <strong>the</strong>y will be deafened by <strong>the</strong> roars of <strong>the</strong> com<strong>in</strong>g<strong>reference</strong> revolution.7. References1. Peters, Thomas A (2000). Current opportunities for <strong>the</strong> effective meta-assessment of Onl<strong>in</strong>eReference Services. Library Trends, 49(2): 334-3492. Digital Reference. Available at http://quartz.syr.edu/eduref/<strong>digital</strong>_<strong>reference</strong>.htm (Accessed on24th May 2005)3. OCLC is a registered trademark of OCLC Onl<strong>in</strong>e Computer Library Center, Inc. Question Po<strong>in</strong>t isa trademark of OCLC Onl<strong>in</strong>e Computer Library Center, Inc. Available at http://www.oclc.gov.<strong>in</strong>4. MacAdam, Barbara and Gray, Suzanne. A Management Model for Digital Reference Services <strong>in</strong>Large Institutions. Available at http://www.vrd.org/conferences/VRD2000/proceed<strong>in</strong>gs/authorbios.shtml#MacAdam(Accessed on 23 rd Nov 2005)About AuthorsDr. Amruth Sherikar is DL <strong>in</strong> Gulbarga University, Gulbarga.Dr. Suresh Jange Assistant Librarian work<strong>in</strong>g <strong>in</strong> Gulbarga University entrusted witha responsibility to establish and manage LAN <strong>in</strong> <strong>the</strong> Library us<strong>in</strong>g SOULsoftware, Database Management of library hold<strong>in</strong>gs, INFLIBNET activities and representsfor UGC-Infonet. Professionally acquired eight years of rich experience <strong>in</strong>Information Management, Technology Based Services and Network<strong>in</strong>g Management.Earlier worked at Tata Institute of Social Sciences, Mumbai and ETDC (Dept ofElectronics), Hyderabad. He published about 35 research articles <strong>in</strong> national andInternational journals/Conferences and delivered Lectures <strong>in</strong> Refresher Courses/IAS coach<strong>in</strong>g Centers etc and handl<strong>in</strong>g classes for Bachelor degree <strong>in</strong> LIS.Sanjeev Jadhav System Analyst work<strong>in</strong>g <strong>in</strong> Gulbarga University, Gulbarga hold<strong>in</strong>gM.Sc (IT) degree.

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