Setting up the fields and values to track and record
Defining Metadata Fields / Options:
The system gives you 6 different fields to track. Use them however you need for your groups of data.
For example:
- Where was the question asked,
- Who asked the question,
- How was it asked,
- How long did it take to answer, etc.
You then define up to 25 possible answers for each of these fields.
For example, the answers for Where was it asked? could be:
- Reference Desk,
- Circulation Desk,
- Info Commons,
- Roaming About,
- Whatever you need for your library.
You must define all 6 fields before you can start recording transactions.
Need more than 6 fields? When you record an individual transaction, you will see an additional internal notes field, which can be used as a "free for all". Use that field to record anything else related to the transaction which does not fit in one of the 6 fields you define.
Important: Please read all of the instructions on the setup screen before entering your fields or recording any data. Especially the section labeled VERY IMPORTANT. :)
Example:
Below is an example configuration. You can define your own - whatever works best for your library.

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