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How to configure your library’s QuestionPoint account to allow referral of your chat transcripts and e-mail questions to any other library of the QuestionPoint 24/7 Cooperatives;
How to use the referral option to refer a transcript or e-mail question

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  • Again, watch consistency of capitalization in title
  • From the full view of the transcript you want to refer, Click . . . 4.b. At the “Select Partner” drop-down menu, select the library you want to refer to
  • Join247vc

    1. 1. Join the 24/7 Reference Coop Referral Group <ul><li>A quick tutorial on: </li></ul><ul><li>How to configure your library’s QuestionPoint account to allow referral of your chat transcripts and e-mail questions to any other library of the QuestionPoint 24/7 Cooperatives; </li></ul><ul><li>How to use the referral option to refer a transcript or e-mail question </li></ul>
    2. 2. Prerequisites <ul><li>You must be a member of one of the various 24/7 Reference Cooperatives </li></ul><ul><li>Your profile must be ‘Active’ in the QP Global Reference Network. </li></ul>
    3. 3. Your Institution Services page in the Profile Module should look like this: If your Profile is not yet “Active”, follow the instructions in the “Help” topic in your Profile module, and then return to these instructions after your profile has been activated, (usually an overnight process.)
    4. 4. Steps to joining the “24/7 Referral Cooperative” <ul><li>Log into QuestionPoint with Admin account (9 digit) </li></ul><ul><li>Navigate to Admin Module </li></ul><ul><li>Choose “Virtual Groups” tab </li></ul><ul><li>Click on “Join a Group” link. </li></ul><ul><li>Search Groups by name by entering “24” in the search box, and clicking “Go”. </li></ul><ul><li>Join the “24/7 Cooperative Libraries” group </li></ul><ul><li>Await confirmation that you have been approved </li></ul>
    5. 5. Admin Module/Virtual Groups Tab/ Click Join a Group link
    6. 6. Search Groups, enter “2” click “Go”
    7. 7. Click “Join this Group”
    8. 8. While You Await Approval This is what your page will look like while you await approval
    9. 9. Once Your Institution is Approved This is what your page will look like after you have been approved.
    10. 10. <ul><li>Using the 24/7 Cooperative Referral Group </li></ul><ul><li>Open the full view of the transcript you want to refer; </li></ul><ul><li>Click the “refer to” drop down list; </li></ul><ul><li>Choose “Partner (Cooperative)”, click the </li></ul><ul><li>Choose “Show Only Partners with Expertise in:”; </li></ul><ul><ul><li>Groups: “24/7 Reference Cooperative libraries”; click the </li></ul></ul><ul><ul><li>At the “Select Partner” drop-down menu, select the library that you want to refer to; </li></ul></ul><ul><li>Click the “Refer” button. </li></ul>
    11. 11. From The Question Detail choose “Refer to Cooperative Partner”, then click
    12. 12. Choose “24/7 Cooperative Libraries” Click 1. 2.
    13. 13. Select a Partner from the “to” drop-down list, explain your reason for referral (optional), then click “Refer” Choose one of the libraries that appears on the drop down list Tell the library you have chosen why you are referring this transcript to them
    14. 14. What will happen next in your Account <ul><li>The question will be visible in the following lists of your library’s QuestionPoint account: </li></ul><ul><ul><li>Active </li></ul></ul><ul><ul><li>Pending </li></ul></ul><ul><ul><li>Referred </li></ul></ul><ul><li>It will have a status of “Pending”. </li></ul><ul><li>If/when the referred-to library answers the patron, you will receive notification that an answer has been sent </li></ul><ul><li>If/when the referred-to library closes the question, it will move to your “Closed” list as well. </li></ul>
    15. 15. What will happen next in “their” account <ul><li>The question will appear in the referred to library lists as follows: </li></ul><ul><ul><li>Active </li></ul></ul><ul><ul><li>New </li></ul></ul><ul><li>It will have a status of “New” </li></ul><ul><li>If the library has email notification set up, an email will be sent to that account, alerting them that they have a new question to be answered. </li></ul><ul><li>The library will be able to respond directly to the patron. </li></ul>
    16. 16. What if the library you want to refer to isn’t on the list? <ul><li>Not all libraries will join right away (it’s big Cooperative!) </li></ul><ul><li>Some large groups may be represented by only one institution, which chooses to do all follow-ups. Look for a state-wide or group-wide referral name. </li></ul>
    17. 17. For more information… <ul><li>For more administrative set-up Information, download the </li></ul><ul><li>QuestionPoint Administrator Set-Up Guide at: </li></ul><ul><li>http://www.questionpoint.org/support/documentation/gettingstarted/index.html </li></ul>

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