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Who is Tracking What and Why? A Process for Centralizing the Tracking of Patron Interactions
Journal of Library Administration Pub Date : 2020-04-01 , DOI: 10.1080/01930826.2020.1733351
Lindsay Ozburn 1 , Kacy Lundstrom 2
Affiliation  

Abstract After identifying developing a culture of assessment as a strategic goal, Utah State University Libraries determined that the next step was to centralize its patron interaction tracking processes. Previous initiatives limited collection to specific library units, including using inconsistent data collection, storage, and reporting practices. A task force was charged with centralizing the processes for collecting all desk interactions, consultations, and instruction across the library. This paper details the process of platform selection, stakeholder input, form revision, marketing, and piloting the new workflow, including lessons learned, challenges, and next steps toward maintaining data collection consistency with staff and administrative buy-in.

中文翻译:

谁在跟踪什么以及为什么?一种集中跟踪顾客互动的过程

摘要 在将发展评估文化确定为战略目标后,犹他州立大学图书馆确定下一步是集中其读者互动跟踪流程。以前的举措将收集限制在特定的图书馆单位,包括使用不一致的数据收集、存储和报告做法。一个工作组负责集中收集整个图书馆的所有桌面互动、咨询和指导的过程。本文详细介绍了平台选择、利益相关者输入、表格修订、营销和试点新工作流程的过程,包括经验教训、挑战以及保持数据收集与员工和行政支持一致的后续步骤。
更新日期:2020-04-01
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