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THE GUIDE TO PHONE SUPPORT SURVIVAL Matt Weaver Web
35

WPPL Guide to Overdrive Phone Support Survival

May 21, 2015

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Technology

Matt Weaver

I used this stack to make a training video for troubleshooting ebook issues over the phone. It is undeniably goofy.
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Transcript
Page 1: WPPL Guide to Overdrive Phone Support Survival

THE

GUIDE TO

PHONE SUPPORT SURVIVAL

Matt WeaverWeb Librarian

Page 2: WPPL Guide to Overdrive Phone Support Survival

OR, …

Page 3: WPPL Guide to Overdrive Phone Support Survival

EVERYTHING I NEED TO KNOW ABOUT HANDLING EREADER SUPPORT QUESTIONS, I LEARNED AT THE MOVIES

Or,

Page 4: WPPL Guide to Overdrive Phone Support Survival

“Pop quiz, hot shot!”

You’re alone at the desk. A patron calls. He just bought an ereader. He wants to read a book NOW. He can’t even open the box.

Page 5: WPPL Guide to Overdrive Phone Support Survival

“Pop quiz, hot shot!”

What do you do?

Page 6: WPPL Guide to Overdrive Phone Support Survival

“Pop quiz, hot shot!”

What do you do?!

Page 7: WPPL Guide to Overdrive Phone Support Survival

“Pop quiz, hot shot!”Keanu doesn’t know.

Page 8: WPPL Guide to Overdrive Phone Support Survival

“Pop quiz, hot shot!”Keanu doesn’t know.

White-knuckle grip on phone

Page 9: WPPL Guide to Overdrive Phone Support Survival

“Pop quiz, hot shot!”Keanu doesn’t know.

Flaming wreckage

Page 10: WPPL Guide to Overdrive Phone Support Survival

IDENTIFY THE HARDWARE

Page 11: WPPL Guide to Overdrive Phone Support Survival

Identify the hardware

Device name: Kindle

Nook

iOS device

Kobo

Page 12: WPPL Guide to Overdrive Phone Support Survival

Identify the hardware

Device model Kindle Fire, basic Kindle (the $79 model),

Kindle Touch

Simple Nook Touch, Nook Color, Nook Tablet

iPad 1, iPad 2, iPod Touch, iPhone

Kobo Vox, Kobo Touch, Kobo Wi-fi

Page 13: WPPL Guide to Overdrive Phone Support Survival

Identify the hardware

If using a wireless device, do they have a wireless network at home?

If they have a Kindle 3G for instance, Kindle library ebooks will only download via wi-fi.

They will have to manually transfer ebooks via a USB cable

Page 14: WPPL Guide to Overdrive Phone Support Survival

PATRON’S COMFORT LEVEL

Page 15: WPPL Guide to Overdrive Phone Support Survival

Is she comfortable with technology?

Page 16: WPPL Guide to Overdrive Phone Support Survival

Or, is the technology a little intimidating?

Page 17: WPPL Guide to Overdrive Phone Support Survival

INDENTIFY THE SOFTWARE

Page 18: WPPL Guide to Overdrive Phone Support Survival

Indentify the software

Computer operating system Windows (version?)

Mac (version?)

Linux (it could happen)

Page 19: WPPL Guide to Overdrive Phone Support Survival

Indentify the software

System requirements Overdrive

Amazon

Adobe Digital Editions

Device manufacturer

Page 20: WPPL Guide to Overdrive Phone Support Survival

Indentify the software

Have they installed: Apps (tablets, smart phones) Adobe Digital Editions (if applicable) Software required by the device

manufacturer

Page 21: WPPL Guide to Overdrive Phone Support Survival

THE PATRON’S MOOD

Page 22: WPPL Guide to Overdrive Phone Support Survival

Is the caller…

frustrated (and kinda smug)?

Page 23: WPPL Guide to Overdrive Phone Support Survival

Is the caller…

just about to give up?

Page 24: WPPL Guide to Overdrive Phone Support Survival

Is the caller…

eerily determined?

Page 25: WPPL Guide to Overdrive Phone Support Survival

HOW FAR ALONG IS THE PATRON?

Page 26: WPPL Guide to Overdrive Phone Support Survival

Have they gotten started?

Have they taken the ereader out of the box yet?

Do they have a library card?

Have they created the necessary accounts?

Page 27: WPPL Guide to Overdrive Phone Support Survival

Or, are they stuck?

Are they getting error messages on their device/computer?

Are they confused about a particular step?

Page 28: WPPL Guide to Overdrive Phone Support Survival

HOW MUCH TIME DO YOU HAVE?

Page 29: WPPL Guide to Overdrive Phone Support Survival

How much time do you have? Are you alone?

How busy is the desk?

Can you effectively answer the question?

Do you think they need more help than you can give in a timely manner?

Do you need to do more research?

Page 30: WPPL Guide to Overdrive Phone Support Survival

(The same goes for an in-person visit)

Are you alone?

How busy is the desk?

Can you effectively answer the question?

Do you think they need more help than you can give in a timely manner?

Do you need to do more research?

Page 31: WPPL Guide to Overdrive Phone Support Survival

If you have to, cut the red wire

Page 32: WPPL Guide to Overdrive Phone Support Survival

Or was it the blue wire?

Page 33: WPPL Guide to Overdrive Phone Support Survival

What I mean is, end the call/visit (nicely).

Refer the patron to: Our device-specific classes on ereaders and

tablets Check the calendar and Downloadables

Support page

Our one-on-one appointments Check the calendar

Downloadables Support page

Offer to get back to them with an answer.

Page 34: WPPL Guide to Overdrive Phone Support Survival

But if…

the patron is determined to figure it out

you feel you have the time

the patron is capable of learning enough to get going

Page 35: WPPL Guide to Overdrive Phone Support Survival

Go for it!Be a

superhero!

(okay, technically not from the movies, but you get my point)