Skip to Main Content

Public Services Manual: LibAnswers & Tickets

LibAnswers/Tickets

Getting started

LibAnswers is a ticketing system that allows us to track and respond to queries submitted by patrons at any time, and likely to be especially valuable when YUL’s chat service is unavailable, or there is a lost connection during LibChat.

  1. Patrons may click “Submit your Question” option in the right-hand menu area of the LibAnswers landing page to ask a question.   
  2. LibAnswers is also a searchable and browsable FAQ database used by patrons to search for answers to library questions. Patrons may access our FAQs by clicking the icon. 
  3. “Ask A Question” page, when LibChat is closed, automatically routes students to the Ask & Services web page where students see LibAnswers FAQs as one option for getting help.

Monitoring & responding

Who replies to tickets?

  • Reference staff responds to LibAnswers tickets when staffing LibChat.
  • AskUs staff who staff LibChat after reference has finished for the day also monitor and respond to questions in the LibAnswers queue.

Notification/checking for tickets 

Chat operators are notified when new tickets are submitted in 2 ways:

  1. Chat operators will hear a pinging sound and see a red dot in the Tickets area when a new LibAnswers query is submitted:

Image of LibChat status line 

  1. New or open tickets will also appear on the LibAnswers Dashboard.

top of LibAnswers dashboard

Steps for replying to tickets

  1. Click ‘Dashboard’ on the top of the menu, shown above, and scroll down to see the ticket, as shown below: 

Click the question to claim it and select the "Create a Reply" tab. 

LibAnswers ticket list with one ticket open

  1. Type your message in the text box provided. 

LibAnswers reply box

  • You may attach one or more file, such as screenshots, while answering a patron’s question.

LibAnswers add file box

  • There is also an option to copy colleagues on the e-mail notification to the patron which may be useful if you wish to advise someone of the query, to alert them that you referred to them in your response, or provide a possible email contact for the patron.

LibAnswers cc (carbon copy) box

  • Queries submitted are generally not added to the FAQ Group. If you think a LibAnswers question asked by a patron would be a useful addition to the public FAQ, e-mail the Manager Student Engagement (Tanya) and Betty Irving to recommend the addition.

LibAnswers add FAQ box

  1. Scroll to the bottom of the page to see options for submitting. Use the default setting “Submit as Closed” so that the question will no longer remain in the Dashboard.

LibAnswers submit as closed menu option

  • If the patron replies, the ticket will re-open automatically and be placed at the front of the queue.  The next available operator should continue this conversation. Please clarify the situation with the person who worked on the ticket previously if you are unsure about anything before answering.

Logging responses

Complete the Analytics/Statistics section in LibAnswers.

If your chat was disconnected, please also record the time spent on the chat as a question in Ref Analytics.  (There will be 2 records for this interaction if a chat patron continues a chat by starting a ticket.)

When Access Services Staff is on LibChat and the patron loses connection and creates a ticket, please leave the tickets for the Reference Staff.

Referring questions

If a LibAnswers query is best answered by another department or a specific person, assign or transfer it directly.

1.    Click the query to open it:

Book Returns sample LibAnswers question

2.    Assign/Transfer:

LibAnswers ticket handling option tabs with Assign/Transfer tab selected

3.Select the relevant individual or department from the drop-down menu. In this example, since Resource Sharing is selected. Make sure to select the relevant account holder, and not anything under Address Book.

Referring Ticket to Resource Sharing

You may add a note with your reply to provide more details about the query if needed and it is possible to copy another LibAnswers account holder on the message if you want to. 

CC. option with LibAnswers Referrals

Submit as Pending to allow operators to monitor the status to ensure that the query is answered.

Submit as pending option selected

Department names and their corresponding name within Assign/Transfer list:

Department Name

Assign/Transfer through LibAnswers

Select the user to own this ticket:

Scott Reference Librarian Librarian, Reference
AskUsYUL AskUsYUL, Email
Resource Sharing Sharing, Resource
Scott Maps Library Library, Map
Bronfman Reference Librarian Reference Email, Bronfman
Frost Reference Librarian Library, Frost
Steacie Reference Librarian Library, Steacie

Replying to emails

If a LibAnswers query is transferred to you, you will receive an email with a link to the LibAnswers query. Click the the link answer to query through your LibAnswers account.

LibAnswers notification email example

Please do not type your reply above this line in the email because you will generate an email reply directly to the patron without updating the LibAnswers record.  All replies should go through LibAnswers since this allows the team to see that the question has been answered.

Lost connection & tickets

When a patron is losing their internet connection, the operator and patron will see the dot beside the patron's name/guest ID turn orange.

Screenshot of LibChat operator's screen when a patron is losing their internet connection

When the connection is lost, the patron's dot will turn red:

screenshot of top part of LibChat operator's screen showing red dot indicating a disconnected patron.

 

Message Patron Receives

The patron's chat window will indicate that the chat is "Disconnected." The patron is then invited to provide their email address and submit more questions for followup. Once their connection is restored, the patron can submit this form to create a LibAnswers ticket. Alternatively, the patron can start a new chat.
Disconnected patron's LibChat box.

 

Message Operator Receives

The operator may also create a ticket when a chat is disconnected if the patron has provided their email address at the start of the chat.

LibChat operator screen with "create a ticket" highlighted

 

Email Follow-up/Ticket Created

If a ticket is created, either by the operator or the patron, there is a delay from the time the patron regains their internet connection to the time the operator sees the red dot and hears a ping indicating a new ticket.

LibAnswers new ticket notification

To reply to tickets, refer to the Monitoring/Responding to LibAnswers Questions section within the LibAnswers/Tickets tab of this guide.