Developing online patron tutorials
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Developing Online Patron Tutorials. Today’s Agenda. Case Studies. A review of case studies provides some answers: What has been successful? What have libraries learned in the process? What tools have they used? What would they recommend to others?. Carmel Clay Public Library.

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Developing Online Patron Tutorials

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Developing online patron tutorials

Developing Online Patron Tutorials

Today s agenda

Today’s Agenda

Case studies

Case Studies

A review of case studies provides some answers:

  • What has been successful?

  • What have libraries learned in the process?

  • What tools have they used?

  • What would they recommend to others?

Carmel clay public library

Carmel Clay Public Library

Carmel clay public library1

Carmel Clay Public Library

Highlights - Promotion:

  • Through homepage

  • Point-of-need

  • YouTube channel

  • Facebook

Dallas public library

Dallas Public Library

Dallas public library1

Dallas Public Library


  • Organized hierarchical subject based inventory

  • Ability to limit list of videos by subject

  • Coordination with City for employment tutorials

William paterson university

William Paterson University

William paterson university1

William Paterson University

Highlights - Feedback:

  • Feedback form

  • Comments tracked

  • Live librarian chat

  • Rotating icon on homepage

St louis community college

St. Louis Community College

St louis community college1

St. Louis Community College


  • Rotating feature video

  • Started with existing open source

  • Collaborate with faculty, incorporate into Blackboard

  • Focus on short in/outtutorials

  • Ease of sharing

Content selection

Content Selection

Topic & content selection for tutorials:

  • Needs assessment – formal vs. informal

  • Support of library subsidized resources

  • Subject matter expertise

  • Common inquiries

  • General considerations

Evolution of tip sheet screencast tutorial

Evolution of Tip Sheet-Screencast-Tutorial

Skill tool continuum

Skill/Tool Continuum

Skill Level/Training Requirements

Core competency

Less than 1 day

1-2 weeks, daily use

~40-100 use hours


$15/$100 (hosting)

$300/$100$200 training

$800/$200$200 training

Budget: One-time/Annual

Screenr quick look

Screenr – quick look

Things we know

Things we know…

What we know:

  • Computer-based video is popular

  • Social media is best marketing vehicle

  • Short attention spans, 3 minutes or less

  • Likelihood of use is higher for those comfortable using computers

Camtasia editing studio

Camtasia Editing Studio

Maximize sharing expertise

Maximize Sharing Expertise

Maximize sharing your expertise

  • Screencast or record demonstration sessions with patrons and reuse – send links via email as a reinforcement to patrons

  • Consider ongoing “webinars” – record and archive for others

  • Maintain an inventory of annotated screen captures and other reusable assets

Creation tools

Creation Tools

Like a great chef - never throw out the practice batch! Share it, evaluate it, and incorporate feedback into the next batch.

Promotion and access

Promotion and Access

Promotion & access to your tutorials:

  • Web site placement (location, location, location)

  • Access points (multiple listings)

  • Compliancy & language

  • Hosting implications

  • Consistency (icons, design)



Effectiveness & Lifespan:

  • Quantitative measuring - usage

  • Qualitative measure - usefulness

  • Determining shelf life

  • Updating & replacing

The big picture

The Big Picture

Perspective & Take-aways:

  • Launch strategies

  • Part of ongoing public service activities

  • Just do it!

Additional resources

Additional Resources

  • WJ Patron Tutorial resources

  • Lib20 Wiki - Screencasting Resources

  • A.N.T.S. – Animated Tutorial Sharing Project Best Practices in Screencasting

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