A QuestionPoint Quick Guide Series Join the 24/7 Reference Coop Referral Group A quick tutorial on: ① How to configure your library’s QuestionPoint account to allow r eferral of your chat transcripts and e-mail questions to any oth er library of the QuestionPoint 24/7 Cooperatives; ② How to use the referral option t o refer a transcript or e-mail q uestion
Join the 24/7 Reference Coop Referral Group. A quick tutorial on: 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; - PowerPoint PPT Presentation
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Transcript
A QuestionPointQuick Guide
Series
Join the 24/7 Reference Coop Referral Group
Join the 24/7 Reference Coop Referral Group
A quick tutorial on:
① 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;
② How to use the referral option to refer a transcript or e-mail question
PrerequisitesPrerequisites
1. You must be a member of one of the various 24/7 Reference Cooperatives
2. Your profile must be ‘Active’ in the QP Global Reference Network.
Your Institution Services page in theProfile Module should look like this:Your Institution Services page in theProfile Module should look like this:
If your Profile is not yet “Active”, follow the instructions at:http://www.questionpoint.org/crs/html/help/en/profile/pr_gen_tasksubmitinfo.html#BCGEFBGJand return to these instructions after your profile has been activated, (usually an overnight process.)
If your Profile is not yet “Active”, follow the instructions at:http://www.questionpoint.org/crs/html/help/en/profile/pr_gen_tasksubmitinfo.html#BCGEFBGJand return to these instructions after your profile has been activated, (usually an overnight process.)
Steps to joining the “24/7 Referral Cooperative”Steps to joining the “24/7 Referral Cooperative”
1. Log into QuestionPoint with Admin account (9 digit)
2. Navigate to Admin Module
3. Choose “Virtual Groups” tab
4. Click on “Join a Group” link.
5. Search Groups by name by entering “24” in the search box, and clicking “Go”.
6. Join the “24/7 Cooperative Libraries” group
7. Await confirmation that you have been approved
Admin Module/Virtual Groups Tab/Click Join a Group linkAdmin Module/Virtual Groups Tab/Click Join a Group link
Search Groups, enter “2” click “Go”Search Groups, enter “2” click “Go”
Click “Join this Group”Click “Join this Group”
While You Await Approval While You Await Approval
This is what your page will look like while you await approvalThis is what your page will look like while you await approval
Once Your Institution is ApprovedOnce Your Institution is Approved
This is what your page will look like after you have been approved.This is what your page will look like after you have been approved.
② Using the 24/7 Cooperative Referral Group
② Using the 24/7 Cooperative Referral Group
1. Open the full view of the transcript you want to refer;
2. Click the “refer to” drop down list;
3. Choose “Partner (Cooperative)”, click the
4. Choose “Show Only Partners with Expertise in:”;
a) Groups: “24/7 Reference Cooperative libraries”; click the
b) At the “Select Partner” drop-down menu, select the library that you want to refer to;
5. Click the “Refer” button.
From The Question Detail choose“Refer to Cooperative Partner”, then click
From The Question Detail choose“Refer to Cooperative Partner”, then click