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Home arrow Help guides, hints & tips
Help Guides PDF Print E-mail
Written by Joanne John   
Friday, 09 November 2007
The following guides have been put together and will supplement what you learn throughout your training and from the QuestionPoint manual. They provide answers to common questions.  

If you do not have Microsoft Word or PowerPoint installed on your computer there are instructions for downloading free viewers on the download formats page.
 

Section One:  Customer Service and Etiquette:

Links to:
  1. RUSA guidelines : These are the ALA (American Library Association) Guidelines for Implementing and Maintaining Virtual Reference Services 

 

Section Two:  the new 24/7 Cooperative Service infomation:

24/7 Reference Cooperative:  About

  1. what is the 24/7 Reference Cooperative

 

24/7 Reference Cooperative:  Policies and Best Practice guidlines

  1. 24/7 Reference Cooperative best practice document
  2. 24/7 Reference Cooperative policies

  3. 24/7 Reference - Ready Reference websites (US bias)
  4. 24/7 Reference - Public Libraries scheduleNote the times are US Pacific time i.e. you will need to add 8 hours onto this for GMT
     

24/7 Reference Cooperative:  Guides and Help

  1. Queue Selection:  http://www.questionpoint.org/education/training/queueselection.ppt

  2. Help about Flash Queues:  http://www.questionpoint.org/crs/html/help/en/ask/ask_flash_queues.html

  

*New*  Webinar - UK Librarians helping US customers via 24/7 Reference Cooperative.  UK Librarians helping US customers.

*New*  Webinar - 24/7 Reference Cooperative 101 - hints and tips for participating: 24/7 Reference Cooperative 101

Section Three:  QuestionPoint Information: 

  1. Link to online information : This information includes: 
    • Tutorials - these are video and require Adobe Flash Player and a sound card
    • Live Meeting Recordings - when an online training session or overview has taken place they are generally recorded.  They will include annotated PowerPoint presentations
    • Instructional Material - static guides that will help you with the daily operation and management of the QuestionPoint software
  1. Link to Blog

  2. Click here to go to the QuestionPoint WIKI

 

Section Four:  Additional individual help guides for standard users and administrators:

What is Enquire - webinar explaining the basics of the service click here to play

1. Standard Login - basics

  1. Flash Chat - setting up

  2. Virtual Reference Basics Virtual Reference Basics

  3. Handy Keyboard tips Handy Keyboard tips

  4. Referred questions - why you get them to answer Referred questions - why you get them to answer 

  5. *New* Webinar - Basic chat refresher

 

2. Other account features:

  1. Changing Passwords Changing Passwords

  2. Adding a script Adding a script

  3. How do I create or amend my Policy Page? How do I create or amend my Policy Page?

  4. *New*Webinar - The Knowledge Base: adding, editing using records

 

3. Standard Login - basic chat features

  1. Question resolution codes - especially relevant for 24/7 Cooperative and the 'follow-up by me' and follow-up by patron's library' options

  2. Chat follow up and referral

 

4. Standard Login - advanced chat features

  1. Instant Messaging - how to send and receive

  2. How do I transfer a question to a colleague in a live session?

  3. How can I change the patron’s email address? adding an email to an anonymous session

  4. Replying to Anonymous Patrons Replying to Anonymous Patron

  5. *New*Webinar - The Knowledge Base: adding, editing using records

 

Administrator Login 

  1.     Administrator Overview Administrator Overview

  2.     How do I create a new account How do I create a new account?
  3.     Adding a script Adding a script

  4.      A guide to reports:  click here to access the PDF document

  5.      Additional information for Administrators
   
Local Services

Local Chat Forms:  How to create a local email or chat service using my Enquire profile: 

Creating a Local Chat form Creating a Local Chat form 2009-01-19 16:26:21 887.00 Kb

*New* Webinar - Creating Local Services  

 

** Qwidget:

Local chat via Qwidget:  How to create a Qwidget (local services) How to create a Qwidget (local services)? (this is a word document showing you how to create a qwidget), one for 'test' purposes only has been created here: Qwidget    Any questions submitted via the Qwidget will be deleted and not responded to, it is for demonstration only.

Please also note, the Qwidget code for Enquire can be provided to enable you to add additional access points for chat access.

 

Training Webinars:


 

 
 
Last Updated ( Tuesday, 13 October 2009 )
 

Live Chat: Qwidget

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