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Reference Transactions are information interactions in which library staff recommend, interpret, evaluate, and/or use information resources to help others to meet particular information needs.

Other transactions include exchanges that provide assistance with locations, schedules, equipment, supplies, or policy statements. Other transactions also include lengthy circulation questions that are not counted through the Aleph system.

Each time a library staff member encounters and helps an individual, regardless of number of questions answered within that transaction, counts as a transaction (a tick mark) for statistics-taking purposes.
Reference transactions do not include formal instruction or exchanges that provide assistance with locations, schedules, equipment, supplies, or policy statements.Reference Work includes reference transactions and other activities that involve the creation, management, and assessment of information or research resources, tools, and services.

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  • Creation and management of information resources includes the development and maintenance of research collections, research guides, catalogs, databases, web sites, search engines, etc., that patrons can use independently, in-house or remotely, to satisfy their information needs.
  • Assessment activities include the measurement and evaluation of reference work, resources, and services.

How to quantify reference work for statistical purposes will be determined for each relevant assessment project.


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