Configuring a Reference Analytics dataset

Caution: After you setup the initial fields for a dataset, you can add new values but please do not change the order of the values already entered - this will result in inaccurate statistics reports.

For example, defining "Method" to be (initially) "In-Person", "Telephone", "Email", "IM", and then changing the order of these values will result in inaccurate statistics for the "Method" reports. You can, however, add new values to the bottom (e.g., adding "SMS" to the list of "Methods" is fine).

To configure a dataset:

  1. Go to Admin > Ref. Analytics.
    • Note: only admin-level accounts can edit/configure datasets.
  2. Click on the Edit dataset () icon under the Actions column.

configuring a ref analytics dataset, step 1


Reference Analytics Settings

Basic Dataset Settings

  1. Edit the Name of the dataset.
  2. Adjust the color used for the dataset.

Use the READ scale?

An optional feature for your datasets, the READ Scale is a way to rank the effort and skills required to answer reference questions. It was developed at the University of Alaska, Fairbanks. For more information on the scale you can:  read up on READ or visit the READ Scale website.

  1. Set the Use the READ scale field to Yes to enable the scale for the dataset. Select No to disable the scale for the dataset.

How should the field values (for each field) be presented?

  1. Choose to have your fields displayed alphabetically or by how they have been added to the system.

Metadata Fields

When planning on the dataset fields to create, keep in mind that each dataset is set up by default (and outside of the custom metadata fields) to collect: the time stamp for the record, which user is submitting the record, and optionally adding an internal note.

Each dataset allows you to define up to 10 fields that can be used however you would like. For example, you may want to track the: location of the transaction, type of question being asked, how long it took to answer, whether the question was resolved or not, etc. Once you have determined the data you want to track, each field can include up to 30 possible values.

For each field:

  1. Set the Field Title and click the Update Field button to save it.
  2. Add the Values that can be chosen for the field.

configuring a ref analytics dataset, step 2

Caution: After you setup the initial fields for a dataset, you can add new values but please do not change the order of the values already entered - this will result in inaccurate statistics reports.

For example, defining "Method" to be (initially) "In-Person", "Telephone", "Email", "IM", and then changing the order of these values will result in inaccurate statistics for the "Method" reports. You can, however, add new values to the bottom (e.g., adding "SMS" to the list of "Methods" is fine).

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