Case Study: Staff Scheduling

Hundreds of librarians, 60+ libraries, 4 time zones – 1 scheduling solution

There is one issue that almost any library administrator, regardless of library size, looks to with dread: staff scheduling. Large and small libraries alike struggle with managing people, skills, availability, vacations, and in some cases, union regulations, to ensure that all staff members are scheduled and that any schedule gaps are quickly filled.

But if you think your library struggles with scheduling, imagine the scheduling struggles of the MyInfoquest (http://www.myinfoquest.info/) project. Staffed by over 200 librarians at 60 libraries in 17 states and in four time zones, the project offers a free SMS text message reference service to help libraries compete against similar pay-for services such as ChaCha and KGB. With hours from 8:00 AM to 10:00 PM CST Monday-Thursday and 8:00 AM – 5:00 PM CST on Saturdays, the idea of scheduling all of the participants and their shift requests was daunting.

A solution came when Evanced Solutions, Indianapolis (IN), decided to partner with WebClarity Software Inc., based in Barrie, Ontario, Canada, to bring PeopleWhere Staff Scheduling to libraries in the U.S. When Evanced Solutions’ Coordinator of Customer Experience, Christine Ayar, volunteered for MyInfoquest to answer reference questions, she quickly saw that PeopleWhere could help coordinate the massive schedule.

“It was pretty clear that we needed to know who was ‘on desk’ for the project but with so many libraries all over the country, it was a pretty scary thing to try to coordinate all of that,” Christine described. “Evanced had just started working with PeopleWhere and I could easily see that the features of the software were just what MyInfoquest needed.”

For Lori Bell, Director of Innovation for the Alliance Library System and founder of the MyInfoquest project, PeopleWhere was the answer to a continually changing and evolving schedule. “With over 60 libraries and individuals involved in the project, we really need a software scheduling solution. PeopleWhere has provided this.”

The PeopleWhere Advantage

The features that make PeopleWhere a great solution for the MyInfoquest project are the same features that make it an ideal option for any library.
PeopleWhere was designed with libraries in mind…

Libraries have a number of generic options to choose from when selecting a staff scheduling solution. However, none of these solutions take into consideration the unique needs of libraries. PeopleWhere rises above competitors because of the unique ways in which it provides solutions to library-specific scheduling issues.

PeopleWhere not only manages people but their knowledge and talents too…

Libraries of all types like to track the knowledge of their staff members. If a college student is working on a biology paper, isn’t it best to send them to the library faculty member who is the subject specialist? Or if a public library user is interested in auto repair, wouldn’t it be ideal to know if the person in charge of developing that collection is working that day to find the perfect book for the library user’s needs? Or if there is an emergency in which a staff member who knows CPR or is able to speak in a particular foreign language is needed, can your staff locate them quickly in your building or library system?

With the unique feature of knowledge asset tracking, library staff and administration can do all of the above. PeopleWhere tracks skill sets, degrees, special knowledge and interest areas and ties that knowledge to staff records and schedules, allowing administrators to not only fill scheduling needs, but knowledge needs as well.

This is also a key element as many libraries shift to new service models such as cross training, supported self service, and roving reference. PeopleWhere allows libraries to track the primary, secondary, and tertiary skill sets of library staff members. Libraries can capitalize on staff skill sets by ensuring that the most skilled and knowledgeable staff members are working at locations where they may be most likely work with library users who need them. In larger systems, staff members that travel between locations can be easily located using PeopleWhere, putting an end to time and money wasting phone calls and scrambling to read paper calendar documents.

In the case of MyInfoquest, as the project grows, text message questions can be referred to participants with particular knowledge areas so that answer seekers receive information from a participant who is not only a librarian but also a subject matter expert. PeopleWhere eliminates the guesswork by quickly indicating the knowledge assets of those who are working at any given time.

PeopleWhere makes the schedule easy to view and highlights schedule changes and emergencies…

With so many participants in the MyInfoquest project, there are also a high number of schedule changes and edits. The schedule administrator can quickly view schedule change requests upon login. Upon log in, a single screen displays changes in the schedule and requested sick or personal days, limiting the chance of schedule mistakes or shortages at the library. When someone with a particular skill calls in sick, searching for a qualified replacement is easy as the software quickly identifies the best candidates to fill the gap.

A schedule supervisor view provides information on schedule changes, emails, time off requests and pending changes in a glance.

PeopleWhere helps to build a staff schedule with ease…

PeopleWhere allows schedulers to input staff availability and requests, then click one button and a schedule is created for any give time period requested. In the case of MyInfoquest, after all participants were added, more than 85% of the schedule was completed successfully. The remaining gaps were caused by the need for evening volunteers, days off for holidays, and gaps due to vacation requests. After discussion with the MyInfoquest community, those gaps and changes were quickly filled as volunteers offered to change availability.

The complexity of the MyInfoquest schedule became a reflection of how effective the product could be. “Most libraries involved scheduling will find tremendous benefit, as MyInfoquest has. Inevitably these organizations will find dramatic reductions in the amount of time a scheduler spends creating rotations from scratch,” explains Allison Standen, VP of Business Development for WebClarity Software.

For any size library system, the ability to create a schedule almost entirely in one click is an immense time saving solution. Hours and hours spent trying to calculate days off and fixing the schedule to make room for various time requests can be saved through the use of PeopleWhere.

PeopleWhere calculates hours worked, breaks, and more…

Because MyInfoquest is staffed entirely by volunteers, it is important to track the number of hours worked, so that no one takes on more hours than what is deemed fair. PeopleWhere creates a visual display of hours worked, highlighting in red those individuals or libraries that have too many hours, and indicating in yellow those who have too few.

In a library context, PeopleWhere also helps in the management of coffee breaks and lunches are easily managed and easy staff-side access lets employees quickly see when they are on break and for how long.
PeopleWhere allows staff members to see their schedule quickly, from anywhere…

Because PeopleWhere is web-based, staff members can view their schedule from anywhere they have Internet access. Both list views and calendar views are available and can be printed out in the format that works best for each individual.

MyInfoquest staff members find this option to be best for them. Individuals who choose to cover their MyInfoquest shift from home, rather than from their library, can visit the schedule site to double check their shifts.
A staff member can see their scheduled times, location, and duties on one screen.

PeopleWhere provides staff members with an easy to read month view of their work calendar.


Learn More

In the United States, contact Evanced Solutions (www.evancedsolutions.com) by email at sales@evancedsolutions.com or by phone at 888-519-5770. In Canada, contact WebClarity Software (www.webclarity.com) by email at sales@webclarity.info or by phone at 705-792-6933.

To learn more you can also attend a PeopleWhere webinar hosted by WebClarity. Visit http://www.peoplewhere.com.

For more information about Evanced Solutions and all its products including library materials vending solutions and software for event/program management and registration, meeting room booking and summer reading, contact Evanced at sales@evancedsolutions.com.