Virtual Reference Competencies: Technical, Communications, and Reference Skills and Knowledge

OverviewAudienceWeb Teacher Tuition & Registration

Web-based (Moodle) course - Register to work -at-your-own-pace anytime - 15 CE from the MLA

Topic 1. Virtual Reference Technical Competencies - Self-Assessment and Basics

Topic 2. Basic Technical Skills for the Effective Virtual Reference Interview

Topic 3. Communications Competencies - Self-Assessment and Practice Virtual Reference Interviewing as a User and Librarian

Topic 4. Maintaining Virtual Reference Communications Skills and Knowledge

Topic 5. Reference Competencies - Self-Assessment and Basics

Topic 6. Virtual Reference Polices, Administration, Resources and Document Delivery

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Overview

Virtual Reference Competencies: Technical, Communications, and Reference Skills and Knowledge is a primarily asynchronous seminar, allowing participants to work through course material at times convenient to them throughout the three Topic scheduled course time. Participants may also choose to schedule online chat time with the teacher, as they feel necessary. Specific material and learning activities will be covered during each Topic of the course. Threaded discussion forums are available for use in learning activities and other course-related conversations.

Learning Outcomes

By the end of this course, you will:

  1. assess and improve your ability to type on a computer keyboard and make use of other related input devices (mouse, trackball, touchpad, etc.)
  2. assess and improve your work with multiple software applications on a computer with multiple windows, to move appropriately between windows/applications, and to move quickly and mindfully between multiple activities chatting, searching print or electronic sources, etc. (minimal multi-tasking)
  3. evaluate and add to your detailed functional knowledge of how to access the Internet, use Internet e-mail, connect to Web sites
  4. increase your detailed functional knowledge of at least one Web browser
  5. cultivate your awareness of the basic technologies that any given virtual reference service user may or may not be using, have access to, or be limited by
  6. develop awareness of the chat software specifics for a given system you are going to be using then develop:
  7. cultivate awareness of how to connect to and chat through Web-based chat software, Instant Messaging, etc.
  8. add to your awareness of the options for document or information delivery
  9. practice sending files as attachments in e-mail
  10. understand when and how to make use of other file transfer options (e.g., Instant Messaging, ftp, Web posting)
  11. develop awareness of common computer file formats for information transfer/document delivery (e.g., .txt, .doc .html .gif .jpg .mpg, .pdf)
  12. cultivate detailed functional knowledge of your local e-mail system and its limitations as well as general awareness of the functionality of email software used by others.
  13. make use of options to download, install, and use toolbars, search engines, plug-ins, and other helpful browser extensions.
  14. assess your ability to use a document scanner to scan print materials to be faxed and/or saved for transfer to the user (e.g., send as attachments by e-mail, file transfer options)
  15. have the ability and awareness of the need to continue learning technical, communications, and reference skills and knowledge
  16. have the awareness and understanding of good reference interviewing skills and techniques
  17. have the ability to empathize with virtual reference users during a virtual reference interview, and to understand something of the culture and social environment of the Internet
  18. have the ability to explain library and research processes without using library jargon
  19. have the awareness of the need to imagine and project a professional persona as part of library participation in the Internet community – ‘library space’ on the Web
  20. have the ability to provide information without making value judgments, to maintain and project professional objectivity
  21. have the ability to carefully and quickly read and respond to the text typed by a library user and displayed on a computer monitor - communicating to the user that you are ‘listening'
  22. have the understanding of the need and the ability to ‘be their’ for the virtual reference user – avoiding 'silence'
  23. have the understanding of when and how to teach or instruct during a virtual reference transaction
  24. have the awareness of when and how to provide follow-up, referrals, or to request consultations with other professionals
  25. have the ability to work with multiple users in a virtual reference only environment
  26. have the ability to work with multiple users in a mixed virtual reference and face-to-face environment
  27. have detailed functional knowledge of typing quickly and fluently on a computer keyboard in order to communicate - typing fluency
  28. have the ability to be approachable -- to maintain and project a welcoming and enthusiastic reference service attitude through text-based communications
  29. have the awareness of and ability to apply organizational policies relevant to any given user of a specific virtual reference service
  30. have detailed functional knowledge of ready-reference sources of information, such as encyclopedias, almanacs, indices, bibliographies and standard reference works in print and electronic formats
  31. have the awareness of the best or core reference sources available in print and electronic formats, and of the range of information resources that may be used in the delivery of reference services for selected subjects and general reference
  32. have the ability to conduct good reference interviews, to analyze reference questions using knowledge of the structures, organization, and accessibility of information in print and electronic formats
  33. have the awareness of the need to and ability to evaluate information resources for their appropriateness in level, scope, and format for a given user
  34. have the ability to develop effective and flexible search strategies including keyword and Boolean searching in library catalogs, licensed databases, and Web search engines
  35. have the awareness of the scope and limitations of Web search engines
  36. have the ability to perform advanced searches in at least one major Web search engine (e.g., Google, Ask.com, Yahoo!)
  37. have the awareness of the scope and limitations of and the ability to use freely accessible Web reference tools (e.g., Wikipedia, IMDb, Crime Library)
  38. have the awareness of the need and the ability to evaluate information quality of Web published information, but also to think critically about all sources of information
  39. have the awareness of the fee-based or licensed databases accessible to both the virtual reference librarian and any given user of virtual reference services
  40. have the awareness of how and where to search local holdings information for print and electronic resources
  41. have the awareness of how and where to search the catalogs of other libraries and library organizations
  42. have the awareness of and ability to apply the available options for appropriate information referrals

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Audience

Librarians and Library paraprofessionals who want to assess and improve their technical, communications, and reference skills for virtual reference services or for those who are training librarians and library paraprofessionals in technical, communications, and reference skills for virtual reference services.

Some basic reference service experience is assumed. Level of instruction is beginners or for those training beginners in providing virtual reference services.

Participants should know how to use e-mail and a current standard Web Browser e.g., Firefox, or IE 6 or higher is preferred.

Tuition and Registration

Register anytime to work-at-your-own-pace with a Web teacher through e-mail, chat and Moodle. $175. 20 hours.

Required and Recommended Course Material:

All of the required readings for the course will be available on-line or in the text:

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About the Web Teacher
Diane K. Kovacs Picture

Diane K. Kovacs is President of Kovacs Consulting - Internet &Web Training.She has been a Web Teacher and Consultant for nearly 20 years. She designs and teaches Web-based and in-person courses for organizations and individuals including UIUC GSLIS LEEP, ACR, MLA, NEO-RLS, NTRLS, SEFLIN, WNYRLC, and others. Diane has been designing and teaching Web-based and in-person MLA Approved CE Courses since 2001

Her most recent book is The Kovacs Guide to Electronic Library Collection Development: Essential Core Subject Collections, Selection Criteria, and Guidelines, 2nd Edition (2009) Neal-Schuman Publishers. The Virtual Reference Handbook: Interview and Information Delivery Techniques for the Chat and E-Mail Environments Neal-Schuman Publishers (2007) was published concurrently in the United Kingdom by Facet Publishers (2007).

Genealogical Research on Web was published in 2002. How to Find Medical Information on the Internet: A Print and Online Tutorial for the Health Care Professional and Consumer (2000) (Library Solutions Press) and Building Electronic Library Collections: The Essential Guide to Selection Criteria and Core Collections (Neal-Schuman) were both published in 2000.

Diane's first book The Internet Trainer's Guide was published in 1995. The Internet Trainer's Total Solution Guide was published in 1997. She has also co-authored with her husband Michael Kovacs, Cybrarians Guide to Successful Internet Programs and Services which was published by Neal-Schuman in 1997.

Diane Kovacs is the 2000 recipient of the "Documents to the People" award from the Government Documents Roundtable of the American Library Association. She was also the recipient of the Apple Corporation Library's, Internet Citizen Award for 1992 and was the University of Illinois Graduate School of Library and Information Science Alumni Association's first recipient of the Leadership Award in 1996.

Diane received an M.S. in Library and Information Science from the University of Illinois in 1989 and an M.Ed. in Instructional Technology from Kent State University in 1993. She has a B.A. in Anthropology also from the University of Illinois, 1985.