Refer to a library in a group

To refer a question to a library in your group:

1. Go to the Full Question.
2. In the Refer To drop-down list, select one of the following options:
   • Select Partner (Virtual Groups) or Partner (Cooperative) if you want to consider libraries that are members of any of your virtual groups, including your subscription group
   • Select Partner (Subscription) if "Partner (Virtual Groups)" or "Partner (Cooperative)" is not available or you want to consider only libraries that are members of your subscription group
   • Stop. If neither of the options above is available, you cannot refer a question to a library in a group.
3. Click the arrow for the drop-down list. QuestionPoint displays a Refer Question to Partner page.
4. Optional: To view all information about the question:
   • Scroll to the bottom of the page to view it in the same window.
   • Or, click the Full Question View link to view it in a separate window. Resize and position the window as needed.
5. Optional: View information about a group, if a Group drop-down list is available in the Show Only Partners with Expertise In area:
   1. Select a group in the Group drop-down list.
   2. Click the Information (i) icon.
   3. View the information in the separate window that appears.
   4. Click Close Window.
6. Optional: Limit the libraries that you consider:
   1. Select one or both of the following options in the Show Only Partners with Expertise In area:
      • a Subject Area and a Subject Broad Class in those drop-down lists if you want to limit the libraries by subject expertise
      • Select a Group in that drop-down list (if available) if you want to limit the libraries to a particular group
   2. Click the down arrow above the drop-down lists.
7. Optional: View information about a library:
   1. Select a library in the Select Partner drop-down list.
   2. Click the Information (i) icon.
   3. View the information in the separate window that appears.
   4. Click Close Window.
8. In the Select Partner drop-down list, select the library to which you want to refer the question.
   (If you did step 6 and cannot find a library to select, repeat step 6 with All selected in each list.)
9. Optional: Provide additional information about the question in the Reason for Referral box.
10. Click the Refer button.

QuestionPoint:

• Adds information about the referral to the Question History
• Changes the question's status to "pending"
  
• Changes the question's status to "referred out to group"
  
• Places the question in your library's Active, Pending, and Referred Questions lists
• Assigns the question to you if it was unassigned
• Sends an e-mail notice to the other library's e-mail notification address

Notes

The Partner (Virtual Groups) or Partner (Cooperative) option is available in step 2 if all of the following are true:

• Your library's profile is active in the Global Network.
• Your library joined a virtual group online.
• The group administrator activated your library's membership in the group.
• The group administrator activated the group.

The Partner (Subscription) option is available in step 2 if all of the following are true:

• Your library participates in a subscription group.
• Your library's profile is active in the group.
• The group administrator lets group members refer questions to each other.

Related topics

• Send message about referred question