Article
Taking a Page from Retail: Secret Shopping for
Academic Libraries
Kathryn Crowe
Associate Dean for Public
Services
Walter Clinton Jackson
Library
University of North Carolina
at Greensboro
Greensboro, NC, United
States
Email: [email protected]
Agnes Kathy Bradshaw
Assistant University
Librarian for Organizational Development
Virginia Commonwealth
University Libraries
Virginia Commonwealth
University
Richmond, Virginia, United
States
Email: [email protected]
Received: 4 June 2015 Accepted:
27 Oct. 2015
2016 Crowe and Bradshaw. This is an Open
Access article distributed under the terms of the Creative Commons‐Attribution‐Noncommercial‐Share Alike License 4.0
International (http://creativecommons.org/licenses/by-nc-sa/4.0/),
which permits unrestricted use, distribution, and reproduction in any medium,
provided the original work is properly attributed, not used for commercial
purposes, and, if transformed, the resulting work is redistributed under the
same or similar license to this one.
Abstract
Objective
–
The University Libraries at the University of North Carolina at Greensboro
(UNCG) sought to gain feedback on the customer service experience beyond
satisfaction surveys. After reviewing a variety of methods, it was determined
to conduct a mystery or secret shopper exercise, a standard practice in the
retail and hospitality world.
Methods – Two mystery
shopper assessments were conducted in 2010 and 2012. Students were recruited
from a Hospitality Management class to serve as the secret shoppers. “Shoppers”
completed a rating sheet for each encounter based on customer service values
established by the Libraries. Data was analyzed and presented to staff.
Results - Initial
findings were generally quite positive but indicated that we could improve
“going the extra mile” and “confirming satisfaction.” As a result, we developed
training sessions for public services staff which were delivered during summer
2011. A LibGuide that included training videos was created for public services
student employees who were required to view the videos and provide comments. In
addition, we developed more specific public service standards for procedures
such as answering the telephone, confirming satisfaction, and referring patrons
to other offices. The Secret Shopper assessment was administered again in
spring 2012 to see if scores improved. The results in the second study
indicated improvement.
Conclusions - The mystery
shopper exercises provided the UNCG University Libraries with the opportunity
to examine our services and customer service goals more closely. Conducting the
mystery shopper study identified several areas to address. We realized we
needed more clearly defined standards for staff to follow. We saw that we
needed to discuss what “going the extra mile” means to us as an organization.
We also needed to develop a scalable training method for student
employees.
Introduction
Academic libraries are increasingly emphasizing the
entire user experience for their customers and seek to provide not only
outstanding collections but also services and programs that contribute to
student success and faculty research as well as facilities that provide
learning spaces. Much of the user experience conversation focuses on efficient
online accessibility and discovery. Recently, however, Bell called for academic
libraries to “commit to a total, organization-wide effort to design and
implement a systemic UX.” Bell also advocated for “shifting the academic
library experience from usability to totality” (Bell, 2014, p. 370). Many
libraries are hiring librarians with job titles such as “User Experience
Librarian” and engage in a wide variety of assessments to gain knowledge about
what students and faculty seek in library services. Much of this research
employs ethnographic studies originating with the excellent University of
Rochester work where they tracked students’ research patterns using a variety
of methods such as photo surveys and mapping diaries (Foster & Gibbons,
2007; Foster, 2013). In 2011, the Association of Research Libraries (ARL)
published a SPEC Kit, Library User
Experience that outlined numerous types of user assessments employed at ARL
libraries including surveys, facilities studies, focus groups, and usability
studies (Fox & Doshi, 2011).
One aspect of the user experience that remains crucial
is excellent customer service both face-to-face and virtual. Although libraries
seek to make the online and in-house user experience as self-service as
possible, customers still require both directional and in-depth assistance to
find the information and services they need. Furthermore, as libraries seek to
become information hubs and learning centers it is necessary that students have
a good customer experience so that they view the library as a comfortable and
welcoming place. Fair or not, we are aware that users compare the customer
service we provide in the library to that offered in retail shopping areas such
as bricks and mortar book stores and by other retail services such as the Apple
Store. In a 2011 study, Bell surveyed college students to compare their
experiences in libraries to retail using an instrument from the Study of Great Retail Shopping Experiences
in North America. Fortunately, libraries compared well! One factor in the
survey includes “engagement” characterized by politeness, caring and listening.
Bell recommended that academic librarians focus their efforts on less tangible
“soft skills” such as eye contact, patience, and making customers feel
important (Bell, 2011).
With these customer service issues in mind, The
University Libraries at The University of North Carolina at Greensboro sought
to assess the service experiences of students for both in-house and virtual
services. The University of North Carolina at Greensboro, part of the 17-campus
University of North Carolina system, is a publicly-supported university with a
High Research Activity Carnegie classification. In 2015 the total enrollment
was 19,398 with a faculty of approximately 1,000. The University Libraries
include the Walter Clinton Jackson Main Library and the Harold Schiffman Music
Library. At the time of the initial study, Jackson Library had two public
service points; Reference and Access Services (Checkout) on the first floor.
Later, the Special Collections and University Archives (SCUA) department added
a service point on the second floor and was included in the second study. The
Schiffman Music Library has one combined service point. These services desks
are staffed by professional librarians, paraprofessional staff, and student
employees. The two service points (the Reference Desk in Jackson and the front
desk at Schiffman) both employ graduate students from the Libraries and
Information Studies program as interns.
Previous assessments conducted by the University
Libraries indicated positive results for services. In 2008 the Libraries
conducted LibQual+® and the overall perceived mean for “Affect of Service” was
7.5 on the nine-point scale. Every three years the UNC system conducts surveys
of all sophomores and seniors which include questions about library services.
In the 2010 senior survey the Libraries scored 3.5 on a four-point scale for
“staff responsiveness” and 3.6 for “library services overall”. Longitudinally,
we showed improvement in these categories since 1998 when we scored 3.2 on both
these questions. In the 2010 sophomore survey the Libraries received 4.1 out of
5 on “helpfulness of staff.” Because this survey was newly revised that year we
don’t have longitudinal data for it (UNCG University Libraries, 2016).
Although the Libraries performed well on these
assessments they were satisfaction surveys rather than in-depth studies focused
on the user experience. And, while most qualitative comments on the 2008
LibQual+® survey were very positive, some indicated that users had less than
satisfactory interactions at service desks:
“I sometimes
find the student staff to be really annoyed at having to help me, even just
checking out books.”
“I cannot send
my students to the library with confidence that they will be treated with the
same respect.”
Both Jackson and Schiffman offer computers with a wide
variety of software, group and quiet study space and technology checkout as
well as traditional print and AV materials. Chat, email, and texting are
offered in addition to in-house service. Jackson Library has a 24/5 space that
is very popular. Together the Libraries have over 1 million visitors each year.
Like many academic libraries, we are realigning service staff to rely more on
paraprofessionals for reference service so that librarians may focus on
information literacy and specialized liaison services. Often these staff
members are not part of the Research, Outreach and Instruction Department (ROI,
formerly called the Reference & Instructional Services Department) which
can present training challenges. The reliance on student employees with a high
turnover rate can also make it difficult to provide consistent service. After
administering the Association of Research Libraries’ LibQual+® survey in 2008
the Libraries sought to enhance the quality of the customer experience at
service desks and via phone and chat. To begin the process, the Associate Dean
for Public Services charged a task force in 2009 to develop customer service
values to serve as a guide for both external and internal service. These values
were vetted among the public service departments and posted on the Libraries’
web page along with the Libraries’ mission statement, to indicate to both
patrons and staff that we are committed to quality service. (UNCG University
Libraries, 2015a). The task force recommended a training program for customer
service that “should be shaped through ongoing assessment.”
Literature Review
Mystery shopping is a term that is familiar in
industries that are heavily focused on customer service such as financial
services, retail, restaurants, and hospitality. In 2010, the mystery shopping
business was “estimated to be a $1.5 billion industry, up from roughly $600
million in 2004” (Andruss, 2010). Many of the industries that use mystery
shopping use professional services organizations that hire and train the
shoppers. There have also been attempts to utilize the mystery shopping concept
in other non-customer-service areas, such as patient satisfaction with health
care services. And, while much of the literature once focused on mystery
shopping done in person, work is now being conducted to evaluate the quality of
services delivered in virtual environments. According to the 14th annual
Mystery Shopping Study conducted by The E-Tailing Group… “the study confirms
that merchants are refining online tactics to find, inform, personalize and
connect with improved speed and efficiency, while diligently developing social
and mobile initiatives” (Tierney, 2012). In areas that are profit-driven,
mystery shopping has been used to measure up-selling offers (Peters, 2011) and
identify employees with promotional potential (Cocheo, 2011).
An early use of mystery shopping in a library took
place in 1996 in a public library in Modesto, California. Mystery shoppers were
used to assess the library’s customer service, as part of the county’s quality
service initiative (Czopek, 1998). Subsequent use of mystery shopping in
libraries has been to measure the quality of the customer service experience;
there is not, however, a universal definition of quality customer service. In
addition, there is not a universal way to assess quality of customer service.
Is it the amount of time a person has to wait to speak with someone at the
reference desk? Is it providing free coffee to students at exam time? Is it
offering resume writing and computer workshops at public libraries in response
to the needs of the local community (Roy, Bolfing & Brzozowski, 2010)?
Another factor that must be considered is that, in many instances, the library
may be considered a “self-service” organization; patrons can come into the
library or visit the website, and in many instances find what they are looking
for without requesting assistance from library personnel. Even those that do
not find what they are seeking still may not approach a service point (in-house
or virtual) for assistance.
The literature also shows that the use of mystery
shoppers is as varied as the desired outcomes. For some libraries, when
measuring customer service quality, the focus could be on the accuracy of
answers received at the reference desk (e.g. Kocevar-Weidinger, Benjes-Small
& Kinman, 2010; Tesdell, 2000). There are studies that use mystery shopping
to judge the accuracy of answers received during a reference interview as well
as an assessment of the appropriateness and accessibility of physical space and
signage (Tesdell, 2000). Another use of mystery shopping is the assessment and
development of customer service training needs. The assessment for training
needs is not only confined to the front-line public services staff — Reference
and Access Services/Circulation department staffs — but also internal
departments as well, such as the human resources department. In one library,
they worked with the state’s Small Business Development Center to tailor the
mystery shopping process for the needs of their library. Various service points
were “shopped” and they made sure to include a variety of customers so that
they could get a better idea of the needs of diverse populations such as
patrons whose first language was not English, parents with children, etc. Their
shoppers used repeat visits (5 times) in order to relieve employee concerns
about the impact of workload variability on the customer service encounter and
consistency of responses (Backs & Kinder, 2007). At Florida International
University, mystery shopping was used on student employees initially as a way
to assess how the service being provided “felt” to the patrons, to determine if
additional training would be needed and to determine which areas needed
improvement, based on patron feedback. Additional shopping trials were used
after an organizational change resulted in combined service points. The later
mystery shopping assessments focused not only on accuracy of the responses but
also on service provider behaviour. (Hammill & Fojo, 2013)
Support and agreement by stakeholders is always
crucial in implementing a mystery shopper initiative in a library. For public
libraries, authorization by the library board or employee union may be required
prior to implementing such a program. For academic libraries, the permission of
the university’s Institutional Review Board (IRB) will probably be required
(Benjes-Small & Kocevar-Weidinger, 2011). Benjes-Small and
Kocevar-Weidinger also discuss the importance of using written guidelines of
appropriate behaviour to which all staff are exposed as a way to measure
whether or not customer services standards are being met. Both authors used
students as mystery shoppers. At Longwood University, the results of the survey
were used as a part of the employees’ performance review, which resulted in
revised job descriptions and using the mystery shopper assessment to measure
progress (Benjes-Small & Kocevar-Weidinger, 2011).
In some instances, the results of mystery shopper
evaluations have been received as unwelcome surprises to the library staff.
There are also instances in which library staff resist efforts to measure
quality library customer service output in the same way as customer service is
measured in a retail operation (e.g. Deane, 2003; Gavillet, 2011; Hernon,
Nitecki & Altman, 1999). Most of the literature shows that mystery shopping
efforts have been focused only on the delivery of customer service to external
users and not internal customer service providers, such as cataloguing,
acquisitions, or administration.
The majority of efforts to use mystery shopping in
libraries occur in the public library sector. Depending on the environment
(unionized or civil service), there may be barriers to using mystery shopping
as a measurement of job performance or as an assessment of promotional
potential. Academic libraries and public libraries do have many commonalities,
but also have differences in their missions as well as a different patron base.
One of the commonalities of both academic and public libraries is that, unlike
retail establishments, libraries do not have a vested interest in trying to get
a patron to “buy” additional products and services; however, library employees
should have a vested interest in ensuring that the patron is aware of the
products and services that could be of assistance, either at the time of the
visit, or during a future one. Both academic and public libraries should seek
to create an environment where customers (or patrons) are comfortable seeking
assistance within any service point. The Association of College and Research
Libraries (ACRL) 2012 “Top Ten Trends for Academic Libraries” included
“staffing” and “user behaviors and expectations” as important issues (ACRL,
2012). Library users often base their expectations of customer service on that
which is provided in non-library environments. As stated by Connaway, Dickey,
and Radford, “Librarians are finding that they must compete with other, more
convenient, familiar, and easy-to-use information sources. The user once built
workflows around the library systems and services, but now increasingly the
library must build its services around user workflows” (Connaway et al., 2011).
Failure to assess customer service delivery and the quality of that delivery
would mean we are ignoring the needs of our users. Users who feel their needs
are being ignored will turn to other, more welcoming, resources regardless if
they are the best ones for their need.
Method and Procedures
After reviewing the literature, the Libraries
determined that the mystery shopper protocol was the best method to assess our
service interactions and accomplish our goal of determining if our customer
service was indeed meeting the established customer service values. The study
completed at Radford and Longwood Universities in 2010 was an excellent model
and we adapted their protocol for our project (Benjes-Small &
Kocevar-Weidinger, 2011. We conducted the first mystery shopper assessment in
fall 2010 and included desk and phone service for all service points —
Reference and Checkout in Jackson and the service desk in Schiffman — and chat
service for Reference. The research team included the Associate Dean for Public
Services, the Human Resources Librarian, and the Assessment Analyst. Because
secret shopping is a standard in service industries we collaborated with UNCG’s
Hospitality and Tourism Management Department to recruit students as shoppers.
A professor agreed to award extra credit to students who participated. We also
gave them a $10 credit for the campus food service. We developed a rating sheet
(See Appendix 1) for the students to use based on the customer service values
mentioned above. Although we certainly care about accuracy, the emphasis for
this assessment was on the customer service experience.
We included four behaviours: greeting, follow-up, confirmation of satisfaction
and referral, with three levels of rating: 1(Poor), 2(Satisfactory) and 3(Very
Good). Brief descriptions of each behaviour were included on the rating sheet
along with criteria for each level and type of service. For example, for
greeting at a service desk, the following guidance was provided:
We also had three yes/no questions:
Because the yes/no questions were quite subjective, we
discussed them extensively in the training and provided guidelines for what
should be expected from the Libraries service staff. We also conducted
role-playing and asked the shoppers to evaluate the mock transaction in order
to prepare them better for the actual experience. Space for additional comments
was also included and comments were encouraged
We sought to make the assessment as “real life” and
anonymous as possible. We informed staff in the departments to be studied that
the exercise would take place sometime during the semester. We did not,
however, give exact dates. We met with each department to apprise them of the protocol
and assure them it was not part of their performance review but rather an
overall assessment of our service so that we could address any issues
identified. To that end we did not include any date/time stamps in the results.
The questions developed for the survey were constructed around the feedback
received from the initial LibQual+® results that indicated some patrons did not
feel they were treated respectfully by staff. We collaborated with the heads of
the ROI, Access Services and Schiffman Music Library to obtain frequently asked
questions considered “typical.” Questions for the Checkout Desk emphasized
service-related questions that could usually be answered with basic responses,
such as: “how many books can I check out at one time?” or “where can I print
something in color?” While certain categories of service related questions may
seem easy to answer we wanted to ensure that shoppers were being asked the
right clarifying questions by employees, not to see if the correct answer was
provided since that was not the primary focus of this study. For example, it
would be simple to tell a questioner that the library is open 24 hours, 5 days
a week but, in reality, that schedule is only applicable to people with a UNCG
ID. For other patrons, the library closes at 12:00 AM.
For questions to be asked at the Reference Desk, the
head of the ROI provided a list of questions relating to common assignments and
citation issues. Since often times the Reference Desk is staffed by
paraprofessional staff, we did not want to present a difficult question that
would require obtaining additional assistance, or place the questioner in a
position which would require him/her to handle questions they could not answer.
Examples of questions asked of Reference staff included: “can you help me find
articles on identity theft?” and “I am a UNCG graduate, how do I access the
databases from home?” or “How to do cite this in APA style?” (See Appendix 2
for sample questions).
We required the shoppers to attend a 90-minute
training session. During the training, we provided an explanation of the
importance of excellent customer service to the Libraries as well as the
customer service values (and behavioural examples of them) that staff were
expected to demonstrate, and we provided instruction on what to look for when
observing staff behaviours. Each shopper was assigned a question for each
service point (Reference Desk, Access Services Desk and the Schiffman Music
Library) and type of service (in-person, telephone and chat) with the exception
of the Schiffman Music Library and Access Services; chat service was not
offered in Schiffman at the time of the initial survey and is still not
available in the Access Services department. We requested that shoppers vary
their times of contact to make their presence as anonymous and unobtrusive as
possible. We also wanted to vary the time of contact to avoid staff members
feeling as if they were being “targeted” if the questions were only asked
during specific time periods.
One question was placed on each rating sheet used by
the shoppers. Six students completed the exercise with each shopper asking a
question for each service. They entered their scores into a Qualtrics® form
created by the team. Qualtrics is an online survey platform licensed on many
campuses. They also submitted paper sheets as a backup.
Results
For the most part, the Libraries received very
positive results. Scores were particularly high for “greeting” and “referral.” “Follow-up”
was rated slightly less well and “Confirming satisfaction” the lowest. For the
Yes/No questions, shoppers rated staff well for “Treated with respect” and
“Avoided jargon.” There were, however, issues with “Going the extra mile.”
Below are overall averages for all service points and types of service (Figures
1 and 2).
We also compiled results for each department broken
down by type of service (Figure 3).
Follow Up
The Assessment Analyst compiled the results and
developed graphs for each question that indicated scores for desk, phone, and
chat. The results for all services were shared with the entire staff through
meetings and email. The Associate Dean shared results for individual
departments with the appropriate department head for discussion among their
staff. After examining the results, the team had the following recommendations:
desks are
staffed by a variety of employees, we determined it was important to establish
service standards that would be uniform across all service points to ensure a
more consistent experience for users. These standards are based on both
industry best practices and library staff input. They include not only
procedural guidelines but also advice on how to “go the extra mile” which is
subjective in nature and can be difficult to define. Advice here includes “walk
a patron to a destination rather pointing them, including going to the stacks”,
“feel empowered to be flexible in order to provide service”, and “be flexible
about staying after hours to provide a consultation for a student who works
full time”. These standards are posted on the Customer Service Skills LibGuide
under the “Customer Service Documents” tab (UNCG University Libraries, 2015b).
Figure 1
Results for the “four behaviours” questions.
Figure 2
Results for the YES/NO questions.
Figure 3
Results by type of service.
Staff Training
Training was provided for all library staff members
including those that did not have contact with the public. We wanted to ensure
that the customer service values we wanted to impart within the library were
given to staff members that provided internal service, not just given to those
who work at public services desks.
We conducted six sessions (4 hours each, with breaks)
and extended an offer to attend training to the managers of the computer labs,
which are housed in the library but are not under the organizational control of
the library. Because the lab is located in the library, students often make an
incorrect connection between the computing lab staff and the library staff. The
managers of the computer labs were unable to attend, however. Sessions were
staggered so that those staff members that work during evening hours were able
to attend. All employees of the library, with the exception of the Dean and the
Assistant Deans, were required to attend the sessions. Approximately 90% of the
staff, including library faculty completed the training.
The training design was done by the Human Resources
Librarian. She also conducted the training sessions, and developed a workbook
to use in the training sessions. The program design focused on “Going the Extra
Mile” which the team felt would allow the staff not to feel the training was
remedial in nature or was being used as a punitive measure. The emphasis in the
program design was to improve customer service and eliminate the feeling by patrons
that they were not being treated respectfully. We were careful to point out
that the LibQual+® scores reflected that good customer service was being
provided. We let the staff know that the LibQual+® qualitative data included
comments which said some respondents did not feel the customer service being
provided went far enough; it did not “go the extra mile.”
Although not planned, the training sessions gave some
staff members new information about some of the services offered within the
library; staff members who are considered to be internal service providers
found the information to be extremely beneficial. The Libraries’ customer
service values were updated based on staff suggestions.
Student Training
As mentioned above we determined that online training was best for our student
employees. The Libraries place great emphasis on providing our students with
the opportunity to gain skills they can use in the future regardless of what
profession they chose. The Distance Education Librarian and a Library and
Information Studies (LIS) practicum student spent a semester developing
customer service videos around the standards. These include basic skills such
as approachability, the reference interview, telephone etiquette, referrals and
handling a line of customers. Additional videos provide tips for dealing with
angry customers. We used students in the videos and made them upbeat and
humorous so that they would appeal to our employees. Libraries’ documents such
as the customer service values and standards are included as well. The videos
and documents were organized into a LibGuide for easy access and editing (UNCG University Libraries, 2015b). Once the LibGuide was completed, student supervisors asked to include
videos on general basic success skills such as attitude, attire, and
professional image. For these segments we pulled videos from our Films on Demand subscription. Student
supervisors were asked to require employees to view the videos and make
comments to indicate they had completed them. Some comments from students
include:
Second Study
In the second mystery shopping assessment, staff
members were again told that mystery shopping would happen sometime during the
spring semester, but were not given a specific timeframe. During the second
study, we reached out again to the Department of Hospitality and Tourism
Management for students to be mystery shoppers and recruited nine students. We
reviewed the questions and made some minor changes to them. Because our Special
Collections and Archives (SCUA) had added a formal service point it was
included in the assessment and questions for that area were added. For this
study an LIS graduate student assisted us. She helped with the training
sessions, prepared the question sheets, and entered data into Qualtrics.
The same training was provided for the second group of
secret shoppers that was provided for the first group of shoppers. As with the
first group of student shoppers, we explained the importance that the library
placed on customer service and that we were assessing the customer service
experience rather than accuracy of the answers. We shared the newly developed
Standards of Service as well as the Customer Service Values.
Results from the 2012 assessment indicate that
improvement occurred for all behaviours and questions from the 2010 results
(Figures 4 and 5).
We were particularly glad to see that the areas with
the lowest scores in 2010, “follow up” (increase from 2.24 to 2.73), “confirmed
satisfaction” (increase from 1.68 to 2.44 out of 3) and “went the extra mile,”
had the largest margin of improvement. In 2010 only 36% of respondents felt
that their service went the extra mile; in 2012 that rose to 59%.
.
Figure 4
Results for ‘four behaviour’ questions, 2012.
Figure 5
Results for YES/NO questions, 2012.
We shared the overall results again with all
Libraries’ staff and posted comparison graphs on our assessment LibGuide.
Similar graphs for each department were also developed
and shared with the department heads. The Associate Dean discussed results in a
Public Services Department Heads meeting and individually with department
heads. She also visited department meetings to discuss the results with staff
and gain their input. We also shared results with student employees during the
fall 2012 student orientation to show returning students the improvement in
their performance and to let new students know that the online training is very
important information.
Discussion
The Libraries conducted LibQual+® again in fall 2012
with an increase in the “Affect of Service” score from 7.5 in 2008 to 7.92.
These results, along with changes between the 2010 and 2012 mystery shopper
results, indicate substantial improvements in service quality and satisfaction
for the Libraries. Developing standards and providing training reinforced the
importance of customer service and the role that all staff members play so that
users have a positive experience in the library. Staff comments received after
the training indicate that the training was helpful and resulted in staff members
viewing customer service and their own role as service providers in a different
way; a role which is key to having a positive experience in the library. The
Libraries continue to emphasize the importance of customer service. All new
staff receive the customer service values and standards and are strongly
encouraged to attend appropriate campus workshops conducted by the campus Human
Resources Department to enhance their customer service skills. All new student
employees are required to complete the videos on the Customer Service
LibGuide.
We also continue to examine our services to ensure we
are meeting the needs of our patrons. Because we are likely to continue
staffing with paraprofessionals, future customer service training should
include not only going the extra mile, but also providing the skills and
knowledge to answer questions accurately. While providing helpful, respectful,
and courteous service is a requirement, we recognize that our training needs
will shift also to enhancing skill development. Examples would include
conducting reference interviews and ensuring competence with the wide variety
of resources for those staffing the service desks. Training will also need to
take into account the changing demographics of our customers. For example, we
have an increasing number of international students, as well as larger numbers
of what would be considered to be “adult students.” As our requests for virtual
reference assistance increase, we anticipate that chat inquiries will also
become more complex. As mentioned above, our services must respond to changes
in academic libraries and higher education and we need to ensure that
assessments correspond accordingly.
Conclusion
The mystery shopper exercises provided the UNCG
University Libraries with the opportunity to examine our services and customer
service goals more closely. The changing nature of our services with moving
toward using more paraprofessional staff and the impact of technology on
services provided some of the impetus for doing the study. We also wanted to
gather additional evidence on issues identified in the 2008 LibQual+ ®survey.
And finally, we sought more in-depth assessment of the user experience than that
provided by satisfaction measures.
Conducting the mystery shopper study identified
several areas to address. We realized we needed more clearly defined standards
for staff to follow. We saw that we needed to discuss what “going the extra
mile” means to us as an organization. We also needed to develop a scalable
training method for student employees. Although our research design and methods
did not include tests for validity, the results strongly suggest that standards
and training had a positive impact on improvement. It was also very useful to
have specific evidence for staff to see where changes needed to be made. And it
was equally important to celebrate with staff when there was improvement! The
study provided an excellent opportunity for the Libraries’ staff to discuss
what service means to us as an organization and helped enhance the already
established culture of excellent customer service.
It is essential to get buy-in from staff before
conducting a mystery shopper study and make the goals of the study clear and
transparent. For some staff it may always be perceived as a threat and
management needs to assure them that such assessment is necessary in order for
the library to remain viable and current and to ensure that we are providing
the services and resources that our customers need and desire.
References
ACRL (2012) Top ten trends in academic libraries.
(2012). College & Research Libraries News, 73(6), 311-320.
Retrieved from http://crln.acrl.org/
Andruss, P. (2010). The case of the missing research
insights. Marketing News, 44(7), 23-25.
Backs, S. M., & Kinder, T. (2007). Secret shopping
at the Monroe County Public Library. Indiana Libraries, 26(4),
17-19.
Bell, S J. (2011, March). Delivering
a WOW user experience: do academic librarians measure up? Paper presented
at the biennial meeting of the Association of College and Research Libraries,
Philadelphia, PA. Retrieved from http://www.ala.org/acrl/conferences/confsandpreconfs/national/acrl2011papers.
Bell, S. J. (2014). Staying true to the core: designing the future
academic library experience. Portal: Libraries and the Academy, 14(3), 369–382. http://dx.doi.org/10.1353/pla.2014.0021
Benjes-Small, C., & Kocevar-Weidinger, E. (2011).
Secrets to successful mystery shopping: A case study. College & Research
Libraries News, 72(5), 274-287. Retrieved from http://crln.acrl.org/
Cocheo, S. (2011). Mystery shop the whole bank. ABA
Banking Journal, 103(1), 13.
Connaway, L. S., Dickey, T. J., & Radford, M. L.
(2011). “If it is too inconvenient I'm not going after it”: Convenience as a
critical factor in information-seeking behaviors. Library & Information Science Research, 33(3), 179-190. http://dx.doi.org/10.1016/j.lisr.2010.12.002
Czopek, V. (1998). Using mystery shoppers to evaluate
customer service in the public library. Public Libraries, 37(6),
370-375. .
Deane, G. (2003). Bridging the value gap: Getting past
professional values to customer value in the public library. Public
Libraries, 42(5), 315-319. Retrieved from http://www.ala.org/pla/publications/publiclibraries
Foster, N. F., & Gibbons, S., (2007). Studying students: The
undergraduate research project at the University of Rochester. Chicago, IL:
Association of College and Research Libraries.
Foster, N. F. (Ed.) (2013). Studying students: A second look.
Chicago, IL: Association of College and Research Libraries.
Fox, R. & Doshi, A. (2011). Library user experience. ARL Spec
Kit 332. Washington, DC: Association of Research Libraries.
Gavillet, E. L. (2011). The “just do it” approach to
customer service development: A case study. College & Research Libraries
News, 72(4), 229-236. Retrieved from http://crln.acrl.org/
Hammill, S. J. & Fojo, E. (2013). Using secret
shopping to assess student assistant training. Reference Services Review, 41(3),
514-531. http://dx.doi.org/10.1108/RSR-12-2012-0086
Hernon, P., Nitecki, D. A., & Altman, E. (1999). Service quality and
customer satisfaction: An assessment and future directions. Journal of
Academic Librarianship, 25(1), 9-17. http://dx.doi.org/10.1016/S0099-1333(99)80170-0
Kocevar-Weidinger, E., Benjes-Small, C., Ackermann,
E., & Kinman, V. R. (2010). Why and how to mystery shop your reference
desk. Reference Services Review, 38(1), 28-43. http://dx.doi.org/10.1108/00907321011020707
Peters, K. (2011). Office Depot's president on how "mystery
shopping" helped spark a turnaround. Harvard Business Review, 89(11),
47-50. Retrieved from https://hbr.org/
Roy, L., Bolfing, T., & Brzozowski, B. (2010).
Computer classes for job seekers: LIS students team with public Librarians to
extend public services. Public Library Quarterly, 29(3), 193-209,
http://dx.doi.org/10.1080/01616846.2010.502028 .
Tesdell, K. (2000). Evaluating public library
service—the mystery shopper approach. Public Libraries, 39(3),
145.
Tierney, J. (2012, February 2). Nine merchants earn
top marks in online customer service study. Multichannel
Merchant Exclusive Insight. Retrieved from
UNCG University Libraries (2015a). Mission statement,
goals and values. Retrieved from http://library.uncg.edu/info/mission_statement.aspx
UNCG University Libraries (2015b). Customer service
skills. Retrieved from http://uncg.libguides.com/customerservice
UNCG University Libraries (2016) Assessment
information. Retrieved from http://uncg.libguides.com/libassessment
Appendix A
Mystery Shopper Questions
Access Services |
Music |
Reference (now Research Outreach and Instruction) |
Special Collections and Archives (SCUA) |
What are your hours today? |
I just heard a symphony called Witches Sabbath. Do
you have a recording of this on CD? |
When were presidents only serving two terms and what
law was that? |
How many books can I check out at one time? |
I’m in a wheelchair and I want to come to the
library? Where can I park and how to I get into the building? |
I’m not a music student, but I need biographical
info on Stravinsky for my Russian History class. Can you help me? |
I need to research the gaming industry. |
I’d like to donate some books to the library. Who
can I talk to about this? |
I would like to check out an iPad. How long can I
keep it and what downloads can I put on it? |
What are your hours today? |
I’m researching the travel industry as a possible
career. Where can I look? |
I’m looking at your homepage, and I came across the
term “finding aid.” What is that? How do I use it in my planned research? |
How long can I check out items? |
I need to fax something. Can I do that here? |
I’m supposed to find some blues music for my African
American history class. Is there something I can find online? |
Can I scan something in the library? |
I need to change my UNCG password. Where can I do
that? |
I’d like this CD please. |
I need to fax something. Can I do that here? |
Can I check out materials from Special Collections
and University Archives? Do you have your policies posted online? If so, can
you show me where they are on the Library site? |
Is there a place I can meet my group in the library? |
Do you take donations of LP’s? |
I need to find financial information about the
Hilton hotel chain. |
What are your hours today? |
I need to make a color print. Where can I do that? |
Do you have a score of Beethoven’s Eroica symphony? |
I’m looking for an article from the NATS journal
from 1994 and I can’t find it online. |
When did UNCG change from being a women’s college to
a co-ed university? |
I need help with my laptop. Where can I go? |
How long can I check out items? |
I need to cite this article in APA citation style. |
My grandmother graduated in 1945; I’d like to find
her picture in the yearbook. |
How do I renew my books? |
I’m looking for a recording of “Alexander’s Ragtime
Band” to use for an American Social History class. Is there a way I can get
that online? |
Which Supreme Court justice has been on the Court
the longest and who appointed him or her? |
My family has a large collection of old papers that
seem to be related to Greensboro and UNCG. |
Can I scan something in the library? |
I need to find a recording of “Brahms Requiem.” I’m
not a music student. Can I check out the CD? |
I need some films on how to prepare for a job
interview. |
I am completing a research paper for a history
class. I used your University archives collection. Is there a specific way to
cite my sources? |
Appendix B
Mystery Shopper
Rating Sheet