What is real-time reference?
Collaboration and innovation
Chat reference in Washington State
Software for chat reference
Marketing chat reference
Trends and ways to stay current
Virtual 101
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The first real-time online reference service was offered through the Internet Public Library in fall 1995, using a MOO (multi-user object oriented environment used in online gaming).

Early chat reference services used simple instant messaging software. Some, like Temple University Library, used locally-created open source software. The SUNY Morrisville Library still uses AOL instant messaging for its chat reference service.

A major turning point in chat reference occurred with the adaptation of Web-based contact center software, used by retailers L.L. Bean and Lands' End, for use by libraries.

Contact center software enables the librarian to chat with patrons, “push” Web pages to their desktops, escort them through a database search, and share applications such as PowerPoint or PDF files. These systems also queue patrons, create a complete record of the transaction, track and analyze usage, and produce reports. Most allow the creation of pre-scripted messages. Some even provide spell-checking of chat messages.

QuestionPoint, developed by the Library of Congress and OCLC, combines software for chat and e-mail reference with question referral and management processes based on CDRS, and the creation of local and global knowledge bases.

Future software enhancements for real-time reference will incorporate more sophisticated features and emerging technology. Voice-over IP offers a solution to patrons with single phone lines who want to speak with a librarian and search the Internet simultaneously. It has had limited use to date because it requires that the patron's computer be equipped with a microphone as well as sound card. Use of digital video cameras allows online “face to face” interactions if there is appropriate equipment at both ends.

Selection of a chat reference software package will be a major decision for any library planning to provide this service.


 
Sponsored by the Statewide Virtual Reference Project, Washington State Library, a division of the Office of the Secretary of State.
Funded by the Institute of Museum and Library Services (IMLS) through the Library Services & Technology Act (LSTA).
Last Revised: 07-Jul-2004