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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"
    Pending
  • Changes the question's status to "referred out to group"
    Referred by us
  • 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.

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