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
Documentation
The Documentation page provides access to all QuestionPoint documentation for librarians and administrators.
Flash Chat forms
To create or customize a Flash Chat intake form for your library or group,
contact your OCLC/RSP implementation manager to discuss content, hosting, and
display options.
Templates for Web-based e-mail and standard
(HTML) chat forms
These templates allow you to create Web-based e-mail question forms and
standard (HTML) chat forms for your library's Web site. Patrons use these
forms to contact you via QuestionPoint. You can customize these templates
with the look and feel of your Web site, and add user-defined (custom)
fields to the question forms. In addition to the the templates, there
are step-by-step procedures for using and modifying them.
Web-based E-mail Question Form Templates and Documentation
Standard (HTML Version) Chat Form Templates and Documentation
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.
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