Institution Administrator Guide

 

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)