Scope: LTS staff who interact with patrons should record information about these transactions in the CUL Count-It system.
Contact: Adam Chandler, Liisa Mobley
Unit: E-Resources
Date created: January 2016
Date of next review: January 2017
A. About the Count-It system:
- URL for Count-It: http://countit.library.cornell.edu/
- Count-It help: https://confluence.cornell.edu/display/countit/Help
- Email list if you have questions: cul-countit-l@cornell.edu
- Record questions as you go. Record all transactions and approximate time spent with patrons. Make it quick - you don't need to add a lot of detail.
- Do not include patron identifying information in the report.
B. Information included In the "Profile" secton:
- Login with netid. Your netid will be pulled automatically into the profile.
- "Staff type": other staff
- "Unit": LTS
- "Location": library office
C. Information recorded in the "Question" section:
- "Question type": "Knowledge"
- "Duration (in minutes)": Use one of these values, round up: 5, 10, 30, 60. Duration refers to the amount of time spent interacting with the patron, and some of the prep work done to fulfill this interaction. If additional time is spent after communication is over with the patron, then please use the "notes" in the "optional" section for additional followup.
- "Notes": Add information about waiting for publishers, etc.
- "Mode": "Email" in most cases, but other methods may be used, such as "phone."
- "Content/type": "information" or "software/systems"
Patron type: If you know patron type, record it. Otherwise use unknown.
As liaison: Leave blank
In the "Optional" section:
Topic: Enter a value. For example, roper ipoll, books24x7
Other staff involved: If you collaborated with other staff, add their names.
How did patron find us: Libit-l, almost always. Might be Proquest, personal email.
Notes: Keep it brief.