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Reference By Appointment Policy

ID#: PL_169

Statement of Policy & Text

King Reference Unit’s (KRU) Reference-By-Appointment service offers in-depth research consultations with a librarian with appropriate subject expertise.

Need for the Policy

  • A consistent standard of customer service must be ensured.
  • The scope of the reference-by-appointment service available to library patrons needs to be defined.
  • Patrons request the service.

Requirements & Guidelines


  • The SJSU academic community often requires in-depth consultation with a subject specialist to satisfactorily meet the demands of their research.
  • The SJPL community requires in-depth consultation with a subject specialist to satisfactorily meet the demands of their research.
  • In-depth instruction on databases or Internet use is referred to the appropriate librarian subject specialist for a reference-by-appointment.

Service Parameters

Referrals to a subject specialist are made when:

  • The librarian on either the Reference Desk or Telephone Reference determines the patron has an in-depth research question and would greatly benefit from an appointment with a subject specialist
  • A Faculty member, student or community member requests a consultation with a subject specialist
    All Librarians are expected to:
    • Provide appropriate specialized instruction, if possible
    • Perform these consultations at times other than assigned Reference desk and telephone assignments.

Applicable Personnel/Departments

King Reference Unit




Reviewed and approved by: Signature/Name Date of Approval
Head, SJSU Academic Services Sandra Belanger 1/25/06
Manager, SJPL Reference & Web Services Joan Bowlby 1/25/06

Ruth Kifer, John Wenzler, Mary Nino, Luann Budd, Anne Cain, Neil Rufino, Sandra Stewart, Katie DuPraw


History & Dates

Category of Policy: User Services
Authorized by: Sandra Belanger & Joan Bowlby
Date Written: 11/15/05
Date Effective: 11/15/05
Date(s) of Revision(s):1/24/06


A. King Library Reference Unit Services Policy

Supersedes/Appends/Amends: New