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Support – Getting Started

Sign up for Gimlet

The very first step is to sign up for a free Gimlet account. There is no credit card required, and we don’t have to set anything up for you. You’ll just fill out the form and get going immediately.

Gimlet - Sign up form

Here you’ll enter your organization name, choose a URL for your account, enter your email address, and create a password.

Tip: Choose a short URL, it’ll be easier to remember, look nicer in emails, and keep you happier in the long run.

Set Up Your Question Form

Whether you are a library, police station, highway department, or political campaign, you’ll begin by structuring your question form to collect the data you need.

Our Core Categories

Duration
The length of time required to provide service: 0-5 minutes, 6-10 minutes, etc.
Question type
Describes the kind of question being asked: Directional, Reference, Technology, etc.
Asked by
The kind of client who needed assistance: Adult, Teen, Child, etc.
Format
How the help was provided: Email, Phone, In-person
Location
Name of the service desk where help took place: Circulation Desk, Computer Lab, Office
Tip: Locations should be places within a building. Add a new Gimlet “branch” site for additional buildings.

Gimlet - Set up question form

Add your values, then drag and drop them to reorder them as you wish. You can deactive a value by dragging it below the Inactive label.

Popular values

Academic Libraries

Durations
  • 0-5 minutes
  • 5-10 minutes
  • 10+ minutes
Question type
  • Directional
  • Reference
  • Circulation
  • Technology
  • ILL
Asked by
  • Student
  • Faculty
  • Community
  • Alumni
  • Other
Format
  • In person
  • Phone
  • Email
  • IM/Chat
  • Appointment
Location
  • Reference
  • Circulation
  • Office
  • Other

Public Libraries

Durations
  • 0-5 minutes
  • 5-10 minutes
  • 10+ minutes
Question type
  • Directional
  • Reference
  • Readers Advisory
  • Technology
  • Other
Asked by
  • Adult
  • Teen
  • Child
  • Staff
  • Other
Format
  • In person
  • Phone
  • Email
  • IM/Chat
Location
  • Reference
  • Circulation
  • Teen
  • Childrens
  • Office

Manage Your Tag List

Tagging helps you enter data quickly with a great deal of context and clarity. Unfortunately, not everyone tags entries the same way — folksonomies are loosely organized. Imagine a patron who is having trouble printing at the library. Should this entry be tagged: “print”, “printing”, “help-printing”, “computer-support”, “IT”, “copy-card”, or “computer-lab”.

Gimlet - Manage your tag list

It’s best to get out in front of this uncertainty by creating a list of “promoted tags”. Gimlet will let you create a list of tags that always appear on the question form, so staff can choose them quickly and keep your data collection consistent. Take a few minutes to write a list of the most common tasks or services provided at your service points. Make a tag for each of these items to help staff work quickly at the desk.

Popular tags

Academic Libraries

  1. Catalog
  2. Database
  3. Research_Help
  4. Search_Help
  5. Known_Item
  6. Article
  7. Journal
  8. Book
  9. Checkout
  10. Reserves
  11. ILL
  12. Fines
  13. Remote_Access
  14. Wireless
  15. Print/Scan/Copy
  16. Software
  17. Equipment_Rental
  18. Guest_Login
  19. Lost_and_Found
  20. Group_Study

Public Libraries

  1. Directories
  2. Library_Card
  3. Lost_and_Found
  4. Study_Rooms
  5. Guest_Access
  6. Books
  7. Audio_Book
  8. Fiction
  9. Non-Fiction
  10. Newspapers
  11. Magazines
  12. Music
  13. Media
  14. DVD
  15. CD
  16. Complaint
  17. Computers
  18. Print/Copy/Scan
  19. Checkout
  20. ILL

Invite Colleagues

After your question form is configured, and you have a list of promoted tags created, take on last look at your question form. If everything is ready to go, you can invite your co-workers and colleagues to join the account.

Gimlet - Add Emails

Tip: Each email you enter into Gimlet will receive an emailed invitation from Gimlet to join the account and set up a password for accessing the service.

Example Email

Gimlet - Email Invite Message

Collect Data

Once all the steps above are complete, you’re ready to collect data!

Gimlet - Add Questions

It’s not unusual for staff members to worry about how long it will take to enter data into Gimlet. Once they use the service a few hours they’ll see that’s entirely not the case. Here are our best recommendations for using Gimlet quickly:

Question and Answer text are *optional*

It’s true! They are optional. We always suggest that you not add question and answer text unless it would be helpful to search for in the future. “Where’s the bathroom” isn’t worth recording. “What times and locations does the library provide basic computer use workshops?” is a much better candidate for recording.

Use tags for entering data quickly

Account administrators can create a list of “promoted tags” that always appear on the question form. These tags should effectively summarize your most common tasks or services. If your clients consistently ask for help signing into the wireless network, have a tag that says: “wireless”. Same goes for “book_recommendation”, “ILL”, “fines”, etc.

Form "remembers", so just press enter!

You can record an entry as quickly as pressing enter. It’s the digital equivalent of putting a hash mark on paper. Gimlet remembers the last values you submitted, so if all the category values remain correct, and there’s no text or tagging necessary, just hit enter.

Gimlet · Made in Minnesota and Wisconsin, USA