Documentation

English Documentation

Whether you are a new user or a long-time QuestionPoint subscriber here is where you will find documentation describing the various features and modules of QuestionPoint.


General Information


Home module and My QuestionPoint page

(Online help, HTML)
2 March 2008

How to use the QuestionPoint Home module and the My QuestionPoint page

QuestionPoint overview

(Booklet, PDF):
Updated 01 Feb 2013

Description of key QuestionPoint concepts, features and tools

QuestionPoint Glossary

(Webpage, HTML)
31 Jan 2013

Description of terms used in the QuestionPoint application

Receive questions

(Booklet, HTML)
updated 18 November 2013

Description of various methods by which your library may receive questions.

Note: Screenshots on this page may not reflect the most recent UI updates.

Section 508 Accessibility Standards

(Booklet, PDF):
Updated 1 July 2012

Review of QuestionPoints compliance with 508 Standards

Start up your QuestionPoint account

(Booklet, PDF):
Updated 23 Jan 2013

Get Started by setting up your QuestionPoint account

System Requirements

(Web page, HTML)
30 January 2013

System requirements for using QuestionPoint

What your library's patrons see

(Booklet, HTML)
Description of your patrons' Web-based reference service experience

 


Documentation for administrators


General Administration Information

Admin Setup Guide

(Booklet, PDF)
13 April 2009

Describes all of the activities and permissions of a QuestionPoint Account Administrator at both Institution (SUP) and Group (BME) levels

Administration module

(Online help, HTML)
01 Feb 2013

Administration Module Online Help Contents.

Feature Specific Guides

Let patrons search knowledge bases

(Procedure, HTML)
10 October 2006

How to add to your library's web site a search box or a link to a search page for knowledge bases

QuestionPoint knowledge base API instructions

(Procedure, HTML)
12 April 2010

Use these instructions to retrieve Question-and-Answer pairs and their accompanying metadata and deliver them  in the manner most effective for your patrons' usage.

BME Admins: Create Chat forms for your Libraries

(Procedure, PPT)
01 January 2013

How to create OCLC hosted Chat forms for your Chat Queues

Link Question/Chat forms to FirstSearch

(Procedure, HTML)
10 Oct 2006

How to put links to your QuestionPoint forms in FirstSearch. (FirstSearch Admin autho required.)

Multiple Qwidgets on a webpage

(Guide, PDF)
28 feb 2013

Use these instructions if you want to place more than one Qwidget on a particular webpage.


Qwidget configuration

Qwidget Custom Color Skin Instructions

(Procedure, HTML)
24 August 2013

This guide contains instructions (with examples) on how to create a Qwidget in custom color scheme to better match your website.

Add your Qwidget to your Facebook page

(Procedure, HTML)
24 August 2013

This guide contains instructions on placing a Qwidget in a Facebook account

Embed your Qwidget using CMS

(Procedure, HTML)
24 August 2013

This guide contains instructions on placing  a Qwidget in Drupal, Sharepoint, and Blackboard.

Multiple Qwidgets on a webpage

(Guide, PDF)
28 feb 2013

Use these instructions if you want to place more than one Qwidget on a particular webpage.

Chat Module

Online Help for Chat

(Booklet, PDF, 1.3MB)
28 January 2009

QuestionPoint online help topics on Chat

Guide to IE Browser setup for chat

(Booklet, PDF, 263kB)
12 Nov 2013 
How to configure IE 7,8, and 9 for QuestionPoint Chat.

Flash chat

(Quick Reference, PDF, 109kb)
16 February 2009

Aid for using QuestionPoint Flash chat and co-browse

IM and Transfer in Chat

(Booklet, PDF, 1.3MB)
28 January 2009

How to use chat to view a list of monitoring librarians, instant message (IM) with another monitoring librarian, and transfer an active session to another monitoring librarian

Ask Module

Online Help for Ask module

(Online help, HTML)
01 Feb 2013

Administration Module Online Help Contents.

Question follow-up and referral

(QuickReferenceGuide, PDF)
01 February 2013

How to follow-up on QuestionPoint questions and chat sessions with patrons

Reports Module and "Ask" transcript Reviews

Review Transcripts Help contents

(online Help, HTML)
30 January 2013

Links to Quick Reference guides and descriptions and illustrations of the features and procedures for treating questions in the Question lists in Ask.

Glossary for statistical reports

(Booklet, PDF, 448kB)
Updated 20 March 2013

Definitions and descriptions of QuestionPoint statistical reports and the fields in those reports

QuestionPoint Reports

(Quick Reference Guide,  PDF, 52kB):
Updated 19 March 2013

Description of each report available in QuestionPoint and how to navigate to it

General Review of your Transcripts

(Quick Reference, PDF, 188kB)
Updated February 2012

Aid for on-demand transcript reviews online for all types of sessions (Webform/email, Add Question, Chat, Qwidget, texting).

Review Your Form Field Data

(Quick Reference, PDF, 200kB)
  Updated February 2012

Aid for reviewing form field data from your intake forms

Review Your Transcripts Offline

(Quick Reference, PDF, 176kB)
Updated  February 2012

Aid for how to formulate the offline delivery of a report containing full views of transcripts in the Ask a Librarian (Ask) module.

Profile Module - Policy Pages

Profile and Policy Page module

(online Help, HTML)
30 January 2013

How to prepare and maintain your library's QuestionPoint profile and Policy Pages

24/7 Reference Cooperative Policy Page Guidelines

(webpage, HTML)
30 January 2013

24/7 Reference policies regarding content necessary for Policy Pages

Knowledge Base

KB module online help

(Web page, HTML)
30 January 2013

View online Help for Local and Global Knowledge Bases

Let patrons search knowledge bases

(Procedure, HTML)
10 October 2006

How to add to your library's web site a search box or a link to a search page for knowledge bases

QuestionPoint knowledge base API instructions

(Procedure, HTML)
12 April 2010

Use these instructions to retrieve Question-and-Answer pairs and their accompanying metadata and deliver them  in the manner most effective for your patrons' usage.

We are a worldwide library cooperative, owned, governed and sustained by members since 1967. Our public purpose is a statement of commitment to each other—that we will work together to improve access to the information held in libraries around the globe, and find ways to reduce costs for libraries through collaboration. Learn more »