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Reference Analytics Guide

Guide to using the UNT Libraries data tracking system

Adding Transactions

Logging a transaction is the first and most important step in using Reference Analytics. 

To complete a log, you’ll need to know:

  • Question / Activity type
  • Patron classification
  • Communication method
  • Your department
  • Your role

Optional fields

  • Time spent
  • Add-ons

Question / Answer Fields

Question / Answer Fields
Question Box
  • Use keywords or short phrases — full sentences aren’t necessary.
  • Do not include personal details (e.g., names, student IDs, emails); fields are searchable by others.
  • Use the large box below for extra context or clarification.
Answer Box
  • Describe your response using keywords or short phrases.
  • Focus on the main action or outcome, e.g., “Showed how to search JSTOR” or “Referred to subject librarian”.
Additional Notes
  • Date/Time: Edit if logging a past interaction.
  • Answered By: Your name or the person who helped.
  • Public Knowledge Base: Leave this box unchecked.
  • Group Events: Record attendee count in Internal Note field.

Required Fields

Choose the option that best matches the interaction:
  • General Inquiry – Basic information that does not use information resources. Usually directional.***Please see definition of information resources below. 
  • Research / Reference – Consulted information resources including databases, catalog, or used reference skills. ***Please see the definition of information resources below. 
  • Comment / Suggestion – Feedback without a question (both positive and negative).
  • Consultation – Scheduled one-on-one research help.
  • Instruction / Workshop / Tour – Group teaching sessions on library resources. Include count in Internal Note.
  • Outreach / Event / Tabling – Library promotional or engagement events. Include count in Internal Note.

***Information resources include reference materials whether print or online, catalogs, software, equipment, and staff expertise. For exact ACRL definitions please see the ACRL Definitions. 

For more information check out the examples tab. 

If multiple, choose the last-used method of communication:
  • In-person
  • Phone
  • Chat
  • Email
  • Text (SMS)
  • Virtual Presentation
  • Hybrid Presentation
  • Mail (physical)

Choose your best guess:
  • Undergraduate Student
  • Graduate Student
  • Student (unknown level)
  • Faculty
  • Staff
  • Guest / Community Privileges (included but not limited to courtesy card holders, alumni, and visitors)
  • Group (add attendee count in Internal Notes)
  • Unknown

Select your department (e.g., Access Services, Research Support, etc.).

Choose your role (e.g., GSA, Librarian, Staff).

Optional Fields

Consider adding when applicable:

  • Time Spent: Approximate duration of the transaction.
  • Add-ons: Specific services or resources consulted (e.g., Soundbox for Music).

Need more help? Take a look at the examples tab for more specific scenarios on how to complete the form. 

Requests for trainings or modifications to the form may be sent to Lib_LibAnswersAdmins@ad.unt.edu. Modification requests will be considered on a case-by-case basis.