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Implementation Materials

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Administrator setup guide

If you are an institution or group administrator, the Administrator Setup Guide (PDF) assists you through the implementation process. Checklists and charts help you make decisions and gather information to complete your implementation of QuestionPoint.

Introductory guides

The following guides help librarians and administrators get started using QuestionPoint:

Training sessions and resources

The Training page provides access to training tutorials, recordings, materials, and upcoming sessions that help librarians and administrators build their QuestionPoint 24/7 Reference knowledge and skills. Sessions and resources are available in these areas:

  • Implementation
  • Chat
  • E-mail reference and follow-up


The Documentation page provides access to all QuestionPoint documentation for librarians and administrators.

Chat forms

To create or customize a Chat intake form for your library or group, contact your OCLC/RSP implementation manager to discuss content, hosting, and display options.

Web-based e-mail forms

The QuestionPoint Form Manager allows you to create Web-based e-mail question forms for your library's Web site. Patrons use these forms to contact you via QuestionPoint. You can customize the form by adding your logo, and add user-defined (custom) fields to the question forms.

Link Question/Chat Forms to FirstSearch

If your library subscribes to the OCLC FirstSearch service, you can easily add a link to your library's QuestionPoint question form, chat form, or a more general page that describes your library's Ask a Librarian service to the FirstSearch interface that your patrons see.

Let patrons search knowledge bases

To let patrons search the Global Knowledge Base (KB), your local knowledge base, or both, your library can add on its web site a KB search box or a link to a KB search page. When patrons search, they see only records that have been marked for public access.

Quick support links

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