Training


Checklist
| Creating Accounts | Settings | Providing Reference | Managing Accounts | Ready to Go? | Troubleshooting


Checklist

1. Do you have your own account with your own email?
2. Have you joined the listservs?
3. Do you meet the technical requirements?
3. Do you feel comfortable doing the following?

Creating Accounts (for local administrators)

Accounts can be created by local administrators or the NCknows manager. If you are a local admin, you are welcome to create accounts or ask the NCknows manager for assistance. Here are the steps:

1. Log on with your 9 digit administrator at http://questionpoint.org
2. Choose "accounts"
3. This takes you to the default Create a New Librarian Account page.

Under Services choose:
Institution Report: View
Profile: View Profile
Ask a Librarian: Ask Librarian

Under Current Access, be sure the librarian has access to all NCknows categories.

4. Confirm that the librarian has received a confirmation email.

 

Settings

1. Checking and changing your browser settings: PDF

 

Managing your Account

2. Logging in : See guide below
3. Change password: See guide below
4. Change account settings: See guide below

This guide[pdf] tells you how to login to your account, change your settings and password and get assistance.

19. Finding your transcripts.

1. Login to QP
2. Choose ASK on left hand column
3. Choose "My Questions"


20. Adding personal scripts.

1. Login to QP
2. Choose ASK on the left hand column
3. Choose Settings
4. Choose "My Scripts"
5. Add script.

 

Providing Reference

Questionpoint Chat Guide [pdf]: This is a long (26 page) manual on using the QP chat software.

Questionpoint Chat Quick Reference guide [pdf]: This is a short guide that you may want to have handy during sessions.

5. Launch Chat: HTML guide | Training viewlet and Accept a Patron: HTML guide
6 . Sending text and scripted messages: HTML guide | Training Viewlet
7. Send a URL: HTML
8 . Policy Pages: Training Viewlet (see 9. Using NC LIVE password of the day)
10. Co-Browsing: PDF| Training Viewlet

A policy page contains important information about the patron's library (resources, URLs, hold times, hours, locations, etc.). It is available from the "policies" link that appears on the chat window and co-browse window.


11. Handling more than one patron:

For practice with more than one patron, feel free to contact the NCknows manager to be a second patron. Multiple calls will "stack" in the My Active frame. You can toggle between calls by selecting different patrons in this frame.


15 . Ending a session and 13. referring calls: HTML Guide | Training Viewlet

 

Instant Messaging and Transferring

16. Initiate an IM with another librarian: HTML
17. Accepting an IM from another librarian: HTML

 

NCknows policies and practices

9. Finding and sharing the NC LIVE password of the day: NC LIVE makes available a daily password to librarians and patrons using NCKNOWS. The link to this can be found under the "databases" section of the patron's libraries policies. If the link is not listed there, then the patron's library has chosen to not make this available. In those cases, please refer to whatever authentication instructions the library has included.

Referral: Please refer calls that (1) require materials you cannot access (2) require information about policies you don't have or decisions you cannot make or (3) calls that require in depth research you are unable to provide at the time. In addition, please let the patron know that we can email them a reply later if it is inconvienent to wait.

Please do not refer questions when you have access to the information necessary to answer them quickly. For instance, questions that require searching OPACs or NC LIVE databases can be answered by anyone in the cooperative.

Quality: Calls are monitored daily to ensure patrons receive courteous and accurate responses. More information is available here: http://ncknows.org/quality.htm

Databases: Remember that many libraries across the state have access to more online resources than NC LIVE. A list of these can be found on or linked to their policies page. Also, to help patrons learn to use these resources on their own, please remember to use the libraries specific databases pages (as opposed to the NCLIVE generic entry page) when appropriate.

Inappropriate Responses: Librarians have no obligation to assist obscene or abusive patrons. If a patron asks a question that is not appropriate but is not abusive, the librarian is instructed to handle the patron in the same manner that they would a walk-in or telephone patron. If the patron is obscene or abusive and continues their behavior, it is suggested that the librarian not respond in any way. This means leaving the session open and letting the patron continue until they get bored and go away.

NCknows staff page: Familiarize yourself with the resources on this page.

Join Listservs: It is crucial that you join the NCknows and Questionpoint listservs.

 

Ready to Go?

If you think you are ready to go, please review the checklist and confirm that you meet the prequisites. Once you are ready you can either contact the NCknows manager about scheduling a shift or work with your local library to fit into the schedule.

Troubleshooting

20. Recovering Sessions after Technical Difficulties

If a technical problem prohibits you from communicating, you can always close the window (don't log out) and log back in. The session will still be listed under your active sessions. You can also use another computer or restart your computer. The sessions are "held" in the OCLC servers and not on your local machines.

 

Common Problems

Screen continually refreshes ("blinks") upon picking up a call Refresh browser. Reselect queues and re-enter active session.
New calls do not prompt alerts 1. Check alert settings 2. Check browser settings. 3. Log off and log back on. If all fails, contact OCLC.
Queue access is incomplete Contact local admin or NCknows manager
Time lag between communications is excessively long 1. Delete cache. If this doesn't fix the problem, check the settings after the call. Occasionally this problem is caused by OCLC server problems.

Contacting Support

For immediate assistance during a call, contact OCLC support:

1-800 848-5800 (extension 5)

Monday through Friday: 7:00 am to 9:00 pm U.S. Eastern Time
Saturday: 8:00 am to 8:00 pm U.S. Eastern Time
(with support limited to hardware and telecommunications)

or Phil Blank at 919 942-8995