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OCLC Support

Create librarian accounts

Use the Create New Librarian Account page (Administration > Institution > Accounts > Create Account) to create new librarian accounts for your institution. You can create as many librarian accounts as you need to provide your library's reference service. There is no charge for creating a librarian account. We recommend that every librarian who uses chat have his or her own QuestionPoint account. Two librarians cannot use the same librarian account at the same time to chat with patrons.

Create a librarian account

  1. Navigate to Administration > Institution > Accounts > Create Account.
  2. On the Create New Librarian Account screen, enter the librarian's name as you want it to appear to librarians and administrators in the QuestionPoint interface.
  3. Enter an email address for the librarian.
  4. Enter the screen name for the librarian as you want it to appear to patrons who chat with the librarian.
     Note: Do not use the apostrophe character ( ' ) in a screen name. This can cause problems with some chat sessions.
  5. Select account privileges.
  6. (Optional) Select type if the librarian will monitor QuestionPoint chat queues.
  7. Click Submit.
    • The Edit Librarian Account page displays for the account. It contains the assigned Login ID for the new account. A confirmation message appears at the top of the page.
    • A message containing the Login ID and initial password is sent to the email address that you entered for the account.
  8. Repeat steps 1-7 for each librarian account you want to create.

Account privileges

Account privileges - Table
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.

 

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