Skip to Main Content

PRA Training

Reference Analytics Overview

Tracking reference analytics is an import duty for PRAs.  Accurate reference analytics can help the library make decisions on staffing, apply for grants and funds, and anticipate patrons needs such as support, programs, or material purchases.  Tracking shows how effective our PRAs are at their work, and enables the library to keep employing PRA workers to support library functions.  

Reference Analytics: How to.

Above is a screenshot of our reference analytics form.  

1.) Type out the question asked by the patron.  You can paraphrase or generalize in order to simplify this section to keep it under 140 characters.

2.) If the question is more complex or detailed provide more information here.  This section is optional, so for simple directional questions you can usually skip this section, but research questions may require more information.

3.) Type out the answer you provided to the patron.  If it was a complex question, or you needed assistance add details such as "I asked the PSA for help" or "I gave the patron some general information, and helped them set up an appointment with a librarian."  Include your initials here in addition to adding your initials in section 5.

4.) This is where you can edit a time stamp.  You should always try to fill this form out as soon as you're done assisting a patron so that you don't forget, but if you have to edit the timestamp for any reason you can do so.

5.) For the internal note we require PRAs to add their initials.  This will help us see how stats are tracked, and allow us to do follow ups with the PRA for future training.

6.) Select where your question falls on the READ scale.  We want PRA's to be able to answer questions that fall between 1-3 on the READ scale.  More challenging or in depth questions should be directed to librarians. 

7.) Select the appropriate information for each section. You do not have to ask the patron for the information to complete this section.  For example, if someone seems to be a student, it's ok to mark them as a student, even if you don't recognize them from class.  

8.) Click Submit

Reference Analytics R.E.A.D Scale

Seymour library (and many libraries) use the R.E.A.D scale to track reference interactions.  This scale runs from 1 to 6, the least complicated questions to the most complicated questions.  This scale can be found on the Reference Analitics form if needed.

1: 

Definition Examples
  • Answers that require the least amount of effort;
  • No specialized knowledge skills or expertise;
  • No consultation of resources;
  • Less than 5 minutes;
  • Directional inquiries;
  • Library or service hours;
  • Service point locations;
  • Basic equipment questions (copiers, printers).


2: 

Definition Examples
  • Require only minimal specific knowledge skills or expertise;
  • Answers may need nominal resource consultation.
  • Call number inquiries;
  • Item location;
  • Library/policy information;
  • Complex equipment questions (computers).


3: 

Definition Examples
  • Answers require some effort & time;
  • Usage of ready reference materials;
  • Minimal instruction of the user;
  • Reference knowledge & skills are used.
  • Answers that require specific reference resources (encyclopedias or databases);
  • Basic instruction on searching the catalog;
  • Direction to relevant subject databases;
  • Introduction to web searching for a certain item;
  • Scanning & saving images;
  • Increasingly complex technical problems (assistance with remote use).


4:

Definition Examples
  • Answers that require multiple resources;
  • Subject specialists may be consulted for instruction and assistance;
  • Reference knowledge and skills used;
  • More instruction based as staff teach users skills.
  • Help users learn complex search strategies;
  • Teach cross-referencing and track related materials;
  • Services outside of reference are used;
  • Teach users to focus or expand searches.


5: 

Definition Examples
  • More effort & time spent assisting user and finding information;
  • Scheduled consultation appointments with users;
  • Cooperative efforts between the user and librarian and/or with colleagues;
  • Multiple resources used;
  • Research, reference knowledge and skills needed.
  • False leads;
  • Interdisciplinary consultations/research;
  • Question evolution;
  • Expanding searches/resources beyond locally available;
  • Graduate research;
  • Difficult outreach problems (access issues that need to be investigated).


6: 

Definition Examples
  • Maximum effort & time spent;
  • Inquiries or requests can't be answered on the spot;
  • Providing in-depth research & services for specific needs of the user;
  • "Special library" type research services;
  • Primary & secondary resources consulted.
  • Creating bibliographies & bibliographic education;
  • In-depth faculty and PhD student research;
  • Relaying and supplying supporting materials for publication, exhibits etc;
  • Collaboration and on-going research.