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refer to specialist

https://docs.google.com/document/d/1snbZceqZ8EeBeAK5-RLWYrCzrrtt_a8k21Z8eOzxlyo/edit?usp=sharing

How to triage questions that may need to be referred to a specialist:
  1. Use the student/faculty/community members question or demand as a starting point for your discussion. 

  2. Click on the button in the Findr tool to proceed to the next level of questions.

  3. Select the dual screen monitor display so the user can see your screen and the Findr tool.

  4. Ask the user questions a series of questions based on the button options, clicking on the button that best fits the users answer to the question. 

For example:

A common question is, “I need to find an article”.  
 


Click on the “find an article” button on the Findr tool homepage.  

This prompts the questions found on the buttons below.  Reminder: Share your computer screen so the person can see the questions AND learn how to use the Findr Tool.

Ask the questions on the buttons to the library user.  For instance, “Is it a scholarly or academic article?” or “Do you need an article from a specific journal?”:

 

 

Once you click on the button that most closely relates to the person’s answer, the next page will help locate the type of article they are seeking.  *Be certain to share the screen with the library user so they can see how you’re navigating the questions and what the “answer” screen looks like.*

 

If the last page in the Q&A process doesn't led the user to the answer they need, refer them to a specialist based on what you understand about their needs. This specialist may be a librarian, it may be math support, it may be access and discovery services.