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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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
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

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
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