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Metadata Transformation Librarian, Duke University

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1 Metadata Transformation Librarian, Duke University
The New AskTech: Implementing A Ticketing System Platform For Technical Services Resource Troubleshooting Dennis Christman Metadata Transformation Librarian, Duke University

2 The new asktech What is AskTech? Problems with existing model
Search for an alternative Implementation stages Going live Results Going forward

3 What is AskTech? A service for library staff to request work from Technical Services: Needs new spine labels Database access issues Catalog errors Rush order requests

4 What is AskTech? A listserv: asktech@duke.edu How it worked:
came in from public services library staff Technical services staff read the The staff member it applies to responds

5 Problems with existing model
10 years old: service has grown Staff time: everyone reads every message Unanswered tickets Multiple answers for the same ticket Lack of stats: Recorded: ~300 requests Actual: > 1200 requests

6 Search for alternative: The Platform
Factors to consider: Cost Complexity Customization Reporting Automated

7 Searching for an alternative: The Workflow
The ‘Triager’ workflow: comes in from public services staff A designated group of ‘Triagers’ get the message A triager assigns the issue to the proper staff Staff responds to the issue as appropriate

8 Searching for an alternative: The Solution
The solution: Spiceworks An IT ticketing system Designed for large-scale IT helpdesk organizations Highly customizable Low maintenance Cost: FREE

9 Implementation Steps: Set up
Two versions of Spiceworks: Hosted or On Prem Went with On Prem for security concerns Set up a server and install the software: Handled by IT Create alerts, notifications, and category list Customize notifications: Liquid Templating Language

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11 Implementation Steps: Testing
6 Testers: 2 Triagers 2 Techs to work on tickets 2 Users to submit tickets 3 ‘Sprints’: 2 days each: Each user would submit 3 tickets each day to be assigned and answered At end of sprint, each tester would provide feedback Between sprints, feedback was implemented and roles were rotated

12 Implementation Steps: Testing
Specific Scenarios: Reassigning tickets Ccing people on tickets Goals for testing: Get customizations right Learn what to emphasize on for training

13 Go Live! Month before: Train Triagers, create documentation
Week before: Train everyone else, create accounts Week before: Communication sent to all library staff Day of: Change address to point to the Spiceworks server instead of the listserv Ongoing: Weekly, then Bi-weekly meetings for Triagers

14 Go live!: Results Success! So far so good.
Mostly, our users don’t really notice Still iterating. The infinite loop Stats! So far (3/28/18): Tickets

15 Still to do Visualizations: Waiting for more data
Backups: We need vacations! Public facing FAQ Replace preexisting Qualtrics submission form with the built in Spiceworks Portal Keep on iterating

16 Questions?


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