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AI agent for librarians

Research Consultation Prep Agent

Productive consultations with useful follow-up

ResearchEducation
See how it worksGet access
Research Consultation Prep Agent: what goes in, what the agent does and what you get

What it does

Patrons and students book research consultations with a topic in mind, and good prep makes the session far more useful. Before each one, this agent reads the booking form, searches the catalog and licensed databases for starter sources, and drafts a short prep sheet with search terms, key databases and a few strong sources. It checks that each suggested source is accessible to the patron. If one is not, it replaces it with a source the library licenses or an open access one. After the meeting, it drafts a follow-up email with the resources discussed, which the librarian sends. A week later it checks whether the patron wants more help. Edge case: when a topic is too broad, it suggests two or three narrower angles for the librarian to discuss.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Consultation booked 2 USES A TOOL Read the booking form 3 USES A TOOL Search the catalog and databases 4 DOES Draft the prep sheet with search terms 5 CHECKS THE RESULT Are all suggested sources accessible to the patron? If not: replace sources with ones the library licensesor open access. Back to step 3. 6 YOU APPROVE Librarian holds consultation and approves follow-up 7 USES A TOOL Send the follow-up 8 RESULT Follow-up sent and logged
Read the steps as a list
  1. Consultation booked
  2. Read the booking form
  3. Search the catalog and databases
  4. Draft the prep sheet with search terms
  5. Are all suggested sources accessible to the patron?If not: replace sources with ones the library licenses or open access. Back to step 3.
  6. Librarian holds consultation and approves follow-upThe agent waits here for your OK.
  7. Send the follow-up
  8. Follow-up sent and logged

How it decides

Sources are ranked by relevance and access. Only accessible sources are suggested.

  • Accessible sources only
  • Broad topics get narrower angles
  • Follow-up within one day

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Databases
  • Prep sheet length
  • Follow-up timing
  • Subject guides

What keeps you in control

It always asks you first

  • Follow-up email

Hard limits

  • Patron questions kept confidential

It stops when

  • Done: follow-up sent
  • Stop: patron cancels

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensStudent Kira Lane booked a consultation on urban heat islands. The agent found 8 sources. The check found 2 were behind a paywall the library did not license. It looped back and replaced them with open access articles. After the session, librarian Ben Adler approved the follow-up email with 6 sources.

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