Transcripts & Statistics | Schedule
| Referrals | Updating
Profiles | Add Change or Remove Scripts
Creating New Accounts & Training Librarians
| QP Admin Manual | Listserv
| Questions
What is an Institution Administrator?
Each participating library in NCknows is required
to designate a local contact or Institution Administrator. This
person is ultimately responsible for seeing that referral questions
are answered and that the necessary profile updates are made.
In addition, they have the option of customizing aspects of their
service. They are also sometimes called Service Unit Profile Administrators
or Library Administrators by OCLC. If you would like to change
your library's Institution Administrator, please contact the project
coordinator.
How Do I know if I'm an Administrator?
Administrators have 9 digit numerical account "names".
One admin account is issued per participating library.
Why are we using this page for procedure
info and not the QP Administrator's Manual?
Since NCknows uses OCLC QuestionPoint's technology
but not all of their procedures, this page is designed to translate
the technical information in the QuestionPoint
Administrator's manual to how we apply it in NCknows.
If I'm an Admin, what do I have to do?
The only tasks you must do is (1)
Be aware of a method for handling referred questions from your
patrons to be answered by your library (2) Update
profiles when necessary and (3) Join
the Listserv.
Transcripts:
To review transcripts of sessions conducted with
your library's patrons,
1. Log in to questionpoint.org
with your admin login.
2. Choose Ask from the Quick Links column.
3. Choose Reports. The default report is all
sessions.
4. You can filter reports by date or resolution code. Remember:
referrals are not handled by Questionpoint so will not be coded
"answered" after they are referred.
Statistics
1. Log on as Admin.
2. Choose Admin link
3. Choose Reports
4. Choose Report by Institution.
5. choose monthly, the year you want and Generate
report for "Chat" service
The total number of questions sent from your patrons
that have been answered will be in the "Total number
of chat sessions requested" line.
Schedule:
Schedules can be found here: http://www.247ref.org/ncschedule/libschedule.cfm
Scheduling is done three times a year and corresponds
to the Spring, Summer and Fall academic calendars.
Substitutes for occasional shifts can be solicited
from the NCknows
list.
Referrals:
NCknows does not use the
Questionpoint email system for referrals at this time. Transcripts
are reviewed daily
and sent to the default
email referral address that was submitted with each library's
application. If you want to change your email address, please
contact the NCknows project manager. This means you can
ignore Questionpoint's Active & New Calls list. There
should be nothing in those lists that isn't referred to your referral
email address except for calls that were incorrectly referred
or impossible to follow up (no email address, no question, etc.)
Once the question has been forwarded to your email
address, it is considered "out" of NCknows' system and
is the responsibility of your library. You are welcome to handle
it according to your own standards and policies.
Most libraries choose to have referral calls sent
to a general reference email address. This ensures that calls
will be handled in case of sickness or vacation.
If you would like to check for referred calls from
your patrons on your own, you can do so here.
If you would like to use the internal Questionpoint email referral
system, there is a manual
for it here. Please let the project manager that you are using
this system of referral.
Updating Profiles:
Profiles consist of important library websites,
policies and other information that are automatically linked to
the your patron's info when they ask a question. It is important
that these profiles are accurate and up to date. Occasional calls
to update the profile are issued on the listserv but you can update
your profile at any time.
1. Log in to questionpoint.org
with your admin login.
2.Choose Profile from the Quick Links column.
3. Choose Policies and edit.
OR
Send changes to project coordinator
and the changes will be made for you.
Add Change or Remove Scripts
Scripts are prewritten messages and URLs that librarians
can use while helping your patrons. NCknows has institution-wide
scripts that are added by the project manager but you are welcome
to add scripts that can be used by librarians specifically helping
your patrons.
1. Login to questionpoint.org
2. Choose Ask from the left hand column.
3. Choose Settings --> my scripts,
URL scripts or Institution Scripts
and add.
Training / Creating Accounts:
The State Library may offer centralized training
periodically but there will probably always be a need to train
other librarians remotely. To train a new librarian, please check
the following:
Questionpoint Training Online Class:
http://questionpoint.org/education/index.html
This online courses demonstrate how to use the software.
Practice Exercises and Competencies Checklist:
http://ncknows.org/staff.htm#practice
This page includes all the technical and procedural competencies
a librarian needs to know before they are able to staff virtual
reference. The practice exercises are optional and meant to reinforce
the competencies.
To create a new account:
1. Log in to Questionpoint.org with an administrator
account
2. Choose Accounts from the Quick Links column
on the the left hand side.
3. The Accounts page defaults to a "create a new account"
page.
QuestionPoint Adminstrator
Manual
Getting
Started Administrator Manual: The Questionpoint manual explains
how to do all the tasks that an adminstrator needs to do to before
offering the Questionpoint system. Remember that the Questionpoint
system relies on a different referral system that we do not use.
NCknows does not use any of the Questionpoint email functionality.
Listserv
All library supervisors should monitor the NCknows
listserv. Use
this page to sign up yourself or other members of your library.
Questions?
Contact Project Coordinator at phil@philblank.net
OCLC support staff:
E-mail: support@oclc.org
Telephone: 1-800-848-5800 (USA) or +1-614-793-8682
(7:00 a.m. to 9:00 p.m., U.S. Eastern time, Monday–Friday)