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Edit librarian accounts

You can update your institution's existing librarian accounts.

Procedure

  Action Result or Note
1 In QuestionPoint, go to Administration > Institution > Accounts > View/Update Accounts.

The Current Librarian Accounts screen displays. Accounts are listed in order by authorization.

Fields on Current Librarian Accounts

2 Click the Edit button for the account you wish to update. The Edit Librarian Account screen displays.
3 Enter the new information. See Account Privileges below to determine the privileges needed for the desired access to each service. See Type below for information about Type and Current Access.
4 Click Submit to update the account. For which actions will the system automatically generate e-mail to notify the Librarian?

Account Privileges

Service Privilege Access
Profile None No access to your library's profile or policy page in the Profile module (Even if this privilege is selected, librarians can still view your library's policy page and search other policy pages while they chat with patrons.)
View Profile View access only to your library's profile or policy page in the Profile module
Edit Profile Edit access to institution profile records and policy page
Ask A Librarian None No access to chat and answer and refer questions
Ask Librarian Access to chat and answer and refer questions
Ask Administrator Access to chat and answer and refer questions, assign questions to others in your institution, review transcripts of chat sessions and answered questions, and see all of library's patrons in chat monitor under the All tab
Local Knowledge Base View KB View and search the local KB
Add/Submit View, search, and submit questions and answers for inclusion in the local KB
Edit KB View, search, submit questions and answers and edit the local KB
Edit/Delete KB View, search, submit questions and answers, edit, and delete records from the local KB
Global Knowledge Base View KB View and search the global KB
Add/Submit View, search, and submit questions and answers for inclusion in the global KB
Edit KB View, search, submit questions and answers and edit the global KB

Type

If the librarian will monitor QuestionPoint chat queues, select Local or Global in the Type drop-down list and select the Ask Librarian or Ask Administrator account privilege for the librarian.

Local

Select Local if:

  • Your library does not participate in a 24/7 Cooperative group or in a private cooperative group.
  • Or, your library does participate but you do not want the librarian to monitor chat queues for a 24/7 Cooperative group or a private cooperative group.

If you select Local:

  • When you click Submit, the system automatically moves the queues that are owned by your BME into the Current Access box.
  • When the librarian launches chat, your BME's queues will be listed by type (primary and BME).

Global

Select Global if:

  • Your library participates in a 24/7 Cooperative group or in a private cooperative group.
  • And, you want the librarian to monitor chat queues for the 24/7 Cooperative group or the private cooperative group.

If you select Global:

  • When you click Submit, the system automatically moves the appropriate queues into the Current Access box. If your library participates in a 24/7 Cooperative group, these include all the queues that are part of the 24/7 Cooperative group and the queues owned by your BME. If your library participates in a private cooperative group, these include all the queues that are part of the private cooperative group and the queues owned by your BME.
  • When the librarian launches chat, the appropriate queues will be listed by group (primary, BME, 24/7 Cooperative or private cooperative group.)

Note

The system automatically moves the appropriate queues into the Current Access box. Do not move queues into the Current Access manually unless you are specifically asked to do so.

Login ID

The Login ID cannot be changed on the Edit Librarian Account screen. To provide a new Login ID for an existing account, you must create a new account. See related topics below for more information.

Related topics



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