Add KB records (overview)


QuestionPoint provides several ways to add records to a KB:

  • You can add multiple records when you select questions in a question list in the Ask a Librarian module.
  • You can add a record when you view a Full Question in the Ask a Librarian module.
  • You can add a record using an entry form in the Knowledge Base module.
  • You can add a Global record when you view a local record in the Knowledge Base module.
  • A record is added automatically to the Global KB when you close a question answered by the Global Reference Network.

Inactive status

When a record is added to a KB, it has inactive status until it is activated by a KB editor.

Only active records are found when someone searches for information in a KB. You cannot find an active record until it is indexed. (Records are indexed within 24 hours after they are activated.)

However, active and inactive records are available when someone browses a KB.

Options and tools

QuestionPoint provides several options and tools for adding records to a KB:

  • Control the amount of information. Some information is required when you add a record. Other information, including a source citation, is optional. When you add a record from a question list or Full Question, QuestionPoint automatically copies information from the question to the record.
  • Add a record to one or more KBs at a time. You can add copies of a record to the Global KB and any local KBs to which you may add records.
  • Make a record available to patrons. You indicate whether you want to make the record available for public access so patrons can search and view it.
  • Add records without editing them first. When you add records from a question list, you can add them without editing or you can view and edit each one.
  • Activate records as you add them. If you are a KB editor, you can activate records as you add them so others can search and view them.
  • Save a draft. You can save a draft of a record so you can return later to complete your work and add the record.

Related topics

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