Here are a few thoughts on your questions:
- Patrons from other libraries may use your chat reference service, so requiring a library card could limit its usefulness. However, tracking questions to your own patrons allows for follow up.
- Non-librarians can be trained to handle many reference questions, especially those just needing factual answers. But librarians are best for more in-depth questions. A mix of staff provides flexibility.
- Training should cover reference interview techniques, how to clarify questions, when to refer, customer service skills. New chat operators can shadow experienced ones. Generalists are fine for many questions, but specialists help with subject expertise. Practice and feedback improve skills.
The key is providing consistent