Reference tracking is a pilot study.

The poject is funded by a SCOPA grant. The project interim report is now available.

Government Documents, Law, Medical, Social Science and Research Services and Collections are participating.

Participating libraries are tallying patron transactions using a web form to track interactions, capturing the date, time, duration, location and type of question. (first picture)

Some service points will test dedicated touch-screen devices as input devices, including 3com Audreys (second picture) and Motion Computing Tablet computers.

The manual for coding transactions (codebook) is based on the ARL definition of a reference transaction.

The codebook for this program is here.

This data supplements the library's existing reference sampling program.

The law library has been using a similar system since 2003.

The web application used for tallying is here [login required].

• when you login, you will see a tally screen for recording transactions
• this screen will show all of the transactions in your unit for today
• you will not see transactions from other units (e.g. Med will not see RSC tally)
• this page is available from any computer using your CAS login
• you will not need to login from an Audrey, just click the button with your netID
• if your Audrey appears to be acting up, try pressing the second button down on the right side; this should return you to the reference tally page

Problems should be reported to your supervisor and to s.matheson@yale.edu.

© 2007 Yale University Library
This file last modified 06/17/05
Send comments to Scott Matheson.