Absolutely! If a student needs an account, one can be created using their UTK email. Please submit a ticket to the LibApps Admin Team to create or manage your account.

Option 1: Select the “Record Engagement” button above and complete the form. Your data will be recorded.

Option 2: Log in to LibInsight. Select "Record Data". Enter data into your selected dataset.

There are a few options to save you time when entering data.

1. Predefined Entries. A predefined entry is a template for new records that pre-fill some or all of your fields. There are several predefined entries available for your convenience including in-person consultation and virtual consultation.
2. Submit Button Options. The Submit button options are “Submit” and “Submit & Clear.” Use “Submit” when you want to submit the form, but keep the fields filled. This is great for quickly entering multiple entries of the same type.
3. Bulk Upload. There is also the option to upload your data in bulk using a template .csv file.
   • Log in to LibInsight.
   • Select Record Data for the Engagement Data Form dataset.
   • Select Upload File.

From here you can download a .csv file template. Do not change the headers in the template. When you are ready to upload, upload your file here as well. If you receive an error, update your .csv accordingly.

If you are in the Special Collections department, you should use Aeon ONLY. You do not need to use this engagement form. All of Special Collection’s engagement activities are captured in Aeon. Assessment Programs and Collection Strategy gathers this information as needed directly from Special Collections.

There are five engagement types available: Consultation, Instruction, Library Event, Outreach and Other. Simply select the option that best fits the activity. Review below for examples.

1. Consultation
   • A research consultation with patron/s
   • Review of a resource with patron/s
   • A technical consultation to review software or hardware with patron/s
2. Instruction
   • An instruction session, typically for a class
   • A review of services or tour of Library spaces
   • A workshop or hands-on instruction session
   • Content created or provided in a way where you can count planned attendance (ex: embedded Canvas module)
3. Library Event
   • Any event held by UTK Libraries
4. Outreach
   • Email or newsletter used to engage with patrons
   • If you participated in an event or meeting with another campus group (ex: mingling with your faculty at an SIS event)
   • Tabling events
   • Asynchronous content that does not have a planned attendance count, like a LibGuide or tutorial

You should treat multi-sessions as individual interactions. A great way to think about this is to consider each session a one-shot interaction. Here are some examples:

Example 1: You conduct 5 instruction sessions with a class over the course of several weeks. You will enter 5 separate Instruction entries into the form.

Example 2: You are meeting with a student 6 times over the course of a semester to help them with their research. You will enter 6 separate Consultation entries into the form.

Yes! Estimates of time, attendees, or any other numeric amount are ok. We understand how difficult it can be to count heads during an event! It is more important that the engagement activity is recorded even if it is not exact.

There are two participation options on the form, Organizer and Supporter. Use the field if it applies.

Organizer– You held a major role in planning or administering activity (leader, chair, instructor, etc.) Enter TOTAL number of attendees for the entire activity.

Supporter– You held a support role in planning or administering activity (volunteer, member, etc.) Enter number of attendees YOU impacted.

All other fields should reflect individual effort.

Think of asynchronous activities as two categories based on counting attendance.

1. No Attendance Count: You made content that does not have a planned attendance count, like a tutorial or LibGuide.
   • Type is “Outreach.”
   • “Audience” should be your intended audience.
   • “Attendance/Impact” counts should be left at 0; APCS will interpret this as N/A (we cannot count downloads or webpage hits as attendance for external statistics reporting, but that info can be gathered for individual reporting).
2. Attendance Count: You made content that is part of a course, on Canvas, or provided in a way where you can count planned attendance, like a workshop or tutorial embedded in Canvas.
   • Type is “Instruction.”
   • “Audience” is treated like normal.
   • “Attendance/Impact” is the enrollment or registration.

On the form, you can select for your activity to be highlighted. This can be used for your personal reporting to remember significant accomplishments. APCS sends a monthly email update of all highlights to department heads, branch managers, and Marketing and Communications.

To view, edit, and delete the records that you’ve entered into the dataset, first log in to LibInsight. https://utk.libinsight.com

1. On the Record Data page, click on the Manage Your Records button.
2. If needed, adjust the date filters to view records you added during a specific date range.
3. Click the Go button. All of the records listing you in the Entered By field will appear in a table.

To edit a record, click on the Edit link in the Actions column.

To delete a record, click on the Delete link in the Actions column. This is permanent, so be careful!

For more details and examples review documentation from Springshare.

To analyze data or create a report, you must have a LibInsight account and be logged in to LibInsight.

1. Once logged in, select “Analyze” from the top command bar.
2. Select the dataset you want to analyze.
3. Select your filters.
4. Select “Generate Report”

You also can create a dashboard in LibInsight. Dashboards allow you to create shareable custom pages that provide a broad overview of our metrics. Dashboards can be used internally, or you can create public-facing dashboards to give real-time insight.

For more details review the Springshare documentation for directions with images and report options.