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Resolution Codes, Transcript Status, Question Lists, Descriptive Codes (Chat)

After you click the End Session button:

  • You should select one of the Resolution codes and click Add.
  • You may select up-to-four Descriptive codes and click Add if:
    • The patron is one of your library's patrons, and
    • Your library uses Descriptive codes.

Contents of this help topic:

Resolution code guidelines

Select a Resolution code and click Add after you click the End Session button.

The 24/7 Reference Cooperative's best practices document contains guidelines for use of the Resolution codes by members of the cooperative. Libraries and groups should provide guidelines for use of the codes by their librarians when they are not participating in the cooperative.

Administrators can view reports by Resolution code in the Ask module.

Resolution codes and transcript status

The table below lists the available Resolution codes and the status of the chat transcript that is set in QuestionPoint when you select a code.

Resolution Code Status in QuestionPoint
Answered Answered Answered
Followup by me New New for you and your library

Pending Pending for the patron's library if it is not your library

Followup by patron's library New New for the patron's library
Lost call Closed Closed
Practice Answered Answered

Resolution codes and question lists when you chat with your library's patrons

The table below lists the available Resolution codes and the question lists in which the transcript appears in QuestionPoint when you select a code and you are chatting with one of your library's patrons.

Resolution Code Your library's question lists Your personal question lists
Answered Answered
Active
All
Answered
Active
All
Followup by me New
Active
All
New
Active
All
Followup by patron's library New
Active
All
None
Followup by patron's library

(And your group uses Shared Followup)
New
Active
All
Shared Followup
None
Lost call Closed
All
Closed
All
Practice

(Transcript is labeled "Practice" in question lists)
Answered
Active
All
Answered
Active
All

Resolution codes and question lists when you chat with another library's patrons

The table below lists the available Resolution codes and the question lists in which the transcript appears in QuestionPoint when you select a code and you are chatting with another library's patron. You see an orange down (Referred to us ) arrow in the right column of the list for these transcripts.

Resolution Code Your library's question lists Your personal question lists Patron's library's question lists
Answered Answered
Active
Referred
All

(None, if your library excludes transcripts for other libraries' patrons)
Answered
Active
Referred
All

(None, if your library excludes transcripts for other libraries' patrons)
Answered
Active
Referred
All
Followup by me New
Active
Referred
All
New
Active
Referred
All
Pending
Active
Referred
All
Followup by patron's library None None New
Active
Referred
All
Followup by patron's library

(And patron's library's group uses Shared Followup)
None None New
Active
Referred
All
Shared Followup
Lost call Closed
All

(None, if your library excludes transcripts for other libraries' patrons)
Closed
All

(None, if your library excludes transcripts for other libraries' patrons)
Closed
All
Practice

(Transcript is labeled "Practice" in question lists)
Answered
Active
Referred
All

(None, if your library excludes transcripts for other libraries' patrons)
Answered
Active
Referred
All

(None, if your library excludes transcripts for other libraries' patrons)
Answered
Active
Referred
All

Resolution codes and question lists when other libraries chat with your patrons

The table below lists the available Resolution codes and the question lists in which the transcript appears in QuestionPoint when another library's librarian chats with one of your patrons and selects a code. You see a green up (Referred by us ) arrow in the right column of the list for these transcripts.

Resolution Code Your library's question lists Chatting library's question lists
Answered Answered
Active
Referred
All
Answered
Active
Referred
All

(None, if library excludes transcripts for other libraries' patrons)
Followup by me Pending
Active
Referred
All
New
Active
Referred
All
Followup by patron's library New
Active
Referred
All
None
Followup by patron's library

(And your group uses Shared Followup)
New
Active
Referred
All
Shared Followup
None
Lost call Closed
All
Closed
All

(None, if library excludes transcripts for other libraries' patrons)
Practice

(Transcript is labeled "Practice" in question lists)
Answered
Active
Referred
All
Answered
Active
Referred
All

(None, if library excludes transcripts for other libraries' patrons)

Resolution codes and chat sessions that end unexpectedly

If a chat session ends unexpectedly:

  • Before a librarian picks up the session, the transcript is treated as if the Followup by Patron's Library resolution code was selected.
  • After a librarian picks up the session, the transcript is treated as if the Answered resolution code was selected.

Resolution codes by question list

New Questions list contains transcripts with the following resolution codes:

  • Followup by me (librarian's library)
  • Followup by patron's library (patron's library)

Shared Followup Questions list contains transcripts with the following resolution code:

  • Followup by patron's library (patron's library's group that uses shared followup)

Pending Questions list contains transcripts with the following resolution code:

  • Followup by me (patron's library)

Answered Questions list contains transcripts with the following resolution codes:

  • Answered
  • Practice

Closed Questions list contains transcripts with the following resolution code:

  • Lost call

Referred Questions list contains transcripts with the following resolution codes (for sessions in which patron and librarian are from different libraries):

  • Answered
  • Followup by me
  • Followup by patron's library
  • Practice

Active Questions list contains transcripts with the following resolution codes:

  • Answered
  • Followup by me
  • Followup by patron's library
  • Practice

All Questions list contains transcripts with the following resolution codes:

  • Answered
  • Followup by me
  • Followup by patron's library
  • Lost call
  • Practice

Tips about which question lists to use to follow up on chat sessions

The New list (or Shared Followup) is the list that has questions or transcripts that you must handle. You might use the other lists to:

  • Review work already done.
  • Check on questions in your Pending list, to see if someone has tended to them yet.
  • Refer to an earlier question that you answered.

Because your primary focus is probably on the New (or Shared Followup) list, it usually is not necessary to spend lots of time in the Active list. Many librarians prefer to use the Answered list to review completed transactions because it focuses on work already done.

If you are in a cooperative group that helps one another's patrons, be aware of which transactions are with your own patrons before closing them. Closing a transaction closes it for all involved libraries.

  • If you see a green up (Referred by us ) arrow in the right column of the list, the transaction is for one of your patrons. It was "referred out" for attention elsewhere, or it was a chat session another library picked up for you. You can close this transaction.
  • If you see an orange down ( Referred to us ) arrow, the patron is from another library. The transaction was either referred to you for attention, or you picked up a chat session for another library.

If your library has a Shared Followup list and you are unsure when to use it, check with your administrator. Some libraries answer questions from Shared Followup when they have no new questions in their New list. Some libraries work strictly from the Shared Followup list. Always claim a question before starting to research it; this will remove it from the Shared Followup list.

When you follow up on sessions, be sure that the patron supplied an e-mail address before you try to send a message to the patron.

Descriptive code guidelines

You may select up-to-four Descriptive Codes (in the Select Description area) after you click the End Session button.

If your library is part of a cooperative, so you help other libraries' patrons as well as your own, you should add Descriptive Codes only if the patron is one of your library's patrons or your cooperative has agreed to assign codes to one another's patrons. The 24/7 Reference Cooperative's policy is that Descriptive Codes are assigned only to sessions or transactions with one's own patrons.

Libraries use Descriptive Codes to categorize the questions that they receive. The codes help them analyze the questions. For example, librarians might select Descriptive Codes such as Catalog, Directional, Instructional, or Research to categorize questions. Then administrators can view reports showing how many Catalog, Directional, Instructional, or Research questions that the library received.

You can also add, change or remove Descriptive Codes from the Full Question page for a chat session or question. See Add Descriptive Codes for instructions

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