How do we set up our local KB?

• For a subscription group and its libraries
• For a library that is not part of a subscription group

For a subscription group and its libraries

To set up the local KB for a subscription group:

1. The group administrator specifies a short name for the group, which also serves as the name of the local KB. (Administration > Subscription Group > Settings > Branding)
2. The group administrator selects an approval method for the profiles of libraries in the group. (Administration > Subscription Group > Settings > Activation Setup)
3. The group administrator assigns KB privileges to each library in the group (Administration > Subscription Group > Accounts > List All Institutions). The available privileges are:
   • View KB, the library may search the KB but not add, edit/activate, or remove KB records
   • Add/Submit, the library may search the KB and add KB records but not edit/activate or remove records
   • Edit KB, the library may search the KB and add and edit/activate KB records but not remove records
   • Edit/Delete KB, the library may search the KB and add, edit/activate, and remove records
4. Institution administrators in the group submit their libraries' QuestionPoint profiles to the group. (Profile > Institution Services and Collection Strengths)
5. The group administrator activates the submitted profiles for group activities. (Profile > Administration)
6. Institution administrators in the group assign KB privileges to each of their librarians, based on the privileges assigned to their libraries in step 3. (Administration > Institution > Accounts > View/Update Accounts)

For a library that is not part of a subscription group

To set up the local KB for a library that is a QuestionPoint full subscriber but does not participate in a subscription group:

1. The institution administrator specifies a short name, which serves as the name of the local KB. (Administration > Subscription Group > Settings > Branding)
2. The institution administrator activates the library's profile for local activities. (Profile > Institution Services)
3. The institution administrator assigns KB privileges for the local KB to each librarian (Administration > Institution > Accounts > View/Update Accounts). The available privileges are:
   • View KB, the librarian may search the local KB but not add, edit/activate, or remove KB records
   • Add/Submit, the librarian may search the local KB and add KB records but not edit/activate or remove records
   • Edit KB, the librarian may search the local KB and add and edit/activate KB records but not remove records
   • Edit/Delete KB, the librarian may search the local KB and add, edit/activate, and remove records

Related topics

• What is a knowledge base (KB)?
• What is a local KB?
• What is the Global KB?
• What is the Knowledge Base module?
• Add, edit, and update KB records: contents of help