WHO: All staff

WHAT: Captures every question/interaction with a patron.

WHEN: Log question/interaction at point of service after:

• a phone call
• face-to-face questions (in library/on Zoom)
• a chat in LibAnswers
• answering a Ticket in LibAnswers
• answering an email (outside of Ticket system)*

Note: Chats & Tickets automatically prompt you to fill out this form

Reference stats form upon close so you don't need to log

using this link. 

INCLUDES: Any questions, such as:

• library hours/services
• help finding/accessing articles
• research help
• circulation help (including ILL & OhioLINK) 
• referrals to a librarian
• general/directional or scanning/copying
• citation management
• etc

*not recommended; all emails should be handled in Tickets       

WHO: All reference staff 

(Vivian, Stephanie, Tom, Jessica, Melissa)

WHAT: Captures data about one-on-one or small group 

reference consultations (e.g., literature/systematic reviews, 

database instruction, citation management questions, etc.)

WHEN: Two options:

• Log incrementally after every consultation w/ a patron   
  • Only include time spent since last interaction 
  • Best for ongoing consultations
• Log once after completing all work with a patron
  • Include ALL time spent
  • Best practice: keep a time log   

Be sure to log both prep & consultation time.         

WHO: HEC circulation desk staff (Patty)

WHAT: Captures the number of patrons in the HEC                      

quiet study space each hour.

WHEN: Daily

WHO: HEC circulation desk staff (Patty)

WHAT: Captures the number of patrons that checked                   

out books each hour at the HEC 

WHEN: Daily

WHO: Instruction & Training staff 

(Stephanie, Vivian, Tom, Jessica, Melissa)

WHAT: Captures data about any group instruction/training:

• Course-related & non-course related
• Synchronous & asynchronous

Includes entire training lifecycle from planning to completion.          

WHEN: Add training at first request; update progress as needed