Institution Administration

In the Administration module:

• Use the Institution tab to set up and manage your library's use of QuestionPoint.
• Use the Cooperative Groups tab to join or create cooperative groups online.

The following are Institution and Cooperative Groups help topics:

Accounts

• Create librarian accounts
• Edit librarian accounts
• Remove librarian accounts
• Can I create additional administrator accounts?

Announcements

• Provide staff announcements

Passwords

• E-mail a password and authorization
• Reset a password
• Search for an account using Find and Find Next
• Forgotten password

Settings

• Include/exclude transcripts of our chat sessions with other libraries' patrons
• Set up web form assignment
• Custom messages (overview)
• Include/exclude patron account information in custom messages
• Customize e-mail messages to patrons
• Customize the question acknowledgement page
• Customize the Refer by E-mail message to subject-matter experts
• Set custom reply text
• Outgoing Address (overview)
• Specify where to send patron e-mail replies (outgoing address)
• Set the e-mail notification address

Forms Management

• Forms Management
• Display links to our reference service
• Display links in Open WorldCat to our reference service
• Create your Qwidget (QuestionPoint widget)
• Create your e-mail question form or chat form using Forms Manager
• Set up web form assignment
• Set up spam filters for your e-mail question form

Permissions

• Include your library in participant lists

Surveys

• Patron surveys
• Create/manage patron survey forms
• View patron survey reports

Reports

Reports have been moved: In March 2008, the reports covered by this glossary were moved from the Administration Module to My QuestionPoint (Home module) where they are located under the Reports tab. This glossary has not been revised yet to show the new location of the reports. However, the descriptions of reports and fields included in this glossary are still accurate.

• Glossary: QuestionPoint statistical reports

Cooperative groups

• Cooperative groups (overview)

Join cooperative groups

• Join a group
• Set up coverage for Web-form questions
• Set up cooperative chat coverage
• Leave a group
• Group Enrollment links, boxes and button
• Group entry on the Group Enrollment screen
• Membership/approval status in a group

Create cooperative groups

• Make a subscription group "public"
• Create a virtual group
• Activate and manage members of a virtual group or public subscription group
• Update or delete a virtual group
• Update or delete a public subscription group

Frequently Asked Questions

• What are account privileges?
• What's the difference between the local and global Knowledge Base?
• For which actions will the system automatically generate e-mail to notify the Librarian?
• Can I edit/update the Login ID for an existing account?