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Library Instruction Operations & Procedures Manual: Research Consultations

A collection of procedures and policies for Alkek Staff who teach instruction sessions.

Procedure for Assigning & Confirming Consultations

Librarian responsible for allocating consultations

  • Check the Alkek Library Reference folder daily
  • Note the class/subject and then forward to the appropriate subject librarian.
    • Change the Subject line of the email to reflect the last name of requester, subject and & librarian:
      • Rogers/Fashion/Business/CA
  • Mark the request email as Allocated (blue box)


Once you have been allocated a consultation request:

  • Contact Student and arrange time/place (consultation room is ALK232)
  • Indicate in “Alkek Library Reference” Outlook shared folder that appointment has been scheduled:
    • Select Categorize (in Home banner)
    • Then select “Confirmed & Selected” option (red box) (see Figure 1)
  • Open Instruction Calendar and enter research consultation. Green color-coded.
    • Subject line: 11-12/Individual/MV (Time/Number of students/Your initials)
    • Include RM # under location (ALK 232 is consultation room)
    • Copy/Paste original email from Barb in the Details box (include link at bottom for LibAnalytics)
  • Send yourself an invitation, and accept it so it appears in your own calendar (optional)
  • After research consultation, enter relevant information in LibAnalytics record
  • Send Survey link to student:

Figure 1:


  1. Log in to

  2. Click on "View/Analyze All Records".  You can use the pull down menu at the right to show classes assigned to you, or use "Generate Report" to select the correct record.

Adding Information

  1. Click on ‘edit this record’, and add any other relevant information (prep time, etc)

Additional Info

Color Codes