Mobile Worklists Reference Log

The Reference Log option on the Home screen allows library staff record statistics when helping library visitors. The reference log is based on standard categories of user activities defined by the Institute of Museum and Library Services (IMLS). The logs are edited only for the current day, and are reset at the end of each day. The logged statistics can be exported and sent via email from the mobile device.

Reference log can be switched on or off in Settings > Home Screen Editor.

Logging Reference Stats

Each library staff member maintains their Reference Log on their own devices.

To log reference stats:

  1. From the Home screen, tap Reference Logs.

    The Reference Log displays.

  2. Tap + next to the reference stat you want to log.

    The available stats are:

    • Information referral

    • Unscheduled reference instruction

    • Assist in using information resources

    • Directional assistance

  3. (Optional) To remove a count stat from the log, tap - next to the desired reference stat.

Exporting Reference Logs

You can export your reference log and directly send it via email from your mobile device.

To export a reference log:

  1. From the Home screen, tap Reference Log.

    The Reference Log displays.

  2. Select a date range in the top fields.

  3. Tap Export.

    A new email dialog displays, with the reference log in the body of the email.