The world’s libraries. Connected. Session 5: Administrator training - new user accounts, running and interpreting reports, institution level information.

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Presentation transcript:

The world’s libraries. Connected. Session 5: Administrator training - new user accounts, running and interpreting reports, institution level information. Tuesday 9 th December 2014

The world’s libraries. Connected. Session 1. December 1st Introduction to Enquire, what it is, local service, SCL Universal Offers and more. Session 2. December 2nd Let's get chatting - chat basics, using scripts, using policy pages Session 3. December 3rd Offline worlflow - answering offline questions, referring to colleagues Session 4. December 8th /7 Reference Cooperative and staffing the 24/7 Reference Cooperative Queue Session 5. December 9th Administrator training - new user accounts, running and interpreting reports, institution level information Session 6. December 10th Creating local services - Qwidget or full form, adhoc or permanent and the form

The world’s libraries. Connected. Glossary of useful terminology QuestionPoint – this is the software that underpins the Enquire service Enquire – is the subscription service of 58 library authorities in England and Scotland participating in collaborative virtual reference Chat – online, real time Q&A sessions Offline – a chat session to be answered more comprehensively by later, or referred by our UK and US partners locally OCLC’s 24/7 Reference Cooperative - U.S libraries who cover Enquire when UK staff are not online Local Services – these are configurable services over an above the Enquire stream, so use locally however you wish

The world’s libraries. Connected. Logging into QuestionPoint:

The world’s libraries. Connected. Admin Module

The world’s libraries. Connected. Create a new user account

The world’s libraries. Connected.

If you don’t see the 24/7 Reference: Public Cooperative queue you aren’t set up correctly

The world’s libraries. Connected. List of User IDs and priviledges

The world’s libraries. Connected. Working across the Institution menu bar : Accounts

The world’s libraries. Connected.

Working across the Institution menu bar : Passwords

The world’s libraries. Connected. Passwords

The world’s libraries. Connected. Working across the Institution menu bar : Settings

The world’s libraries. Connected.

Working across the Institution menu bar : Forms

The world’s libraries. Connected. Viewport URL

The world’s libraries. Connected Viewport – hosted locally Form elements set up in the software Chat form – brings 1 & 2 together in the software

The world’s libraries. Connected. Question Form

The world’s libraries. Connected. Spam Filter

The world’s libraries. Connected. Forms Manager

The world’s libraries. Connected.

..as you make changes to the options, the Qwidget reflects this in preview

The world’s libraries. Connected. Working across the Institution menu bar : Surveys

The world’s libraries. Connected...viewing current survey options

The world’s libraries. Connected. Creating a new survey for chat and forms

The world’s libraries. Connected. Working across the Institution menu bar : Login Announcement

The world’s libraries. Connected. Adding a login announcement

The world’s libraries. Connected. How they look:

The world’s libraries. Connected. Reports

The world’s libraries. Connected. Reports tab on homepage

The world’s libraries. Connected.

Ask Service

The world’s libraries. Connected. Chat Service

The world’s libraries. Connected. Qwidget specific data, but these totals are included in Chat data

The world’s libraries. Connected.

Number(Total) of Chat Sessions Accepted

The world’s libraries. Connected. Form field reports

The world’s libraries. Connected.

Where to go for help – help guides, hints and tips will be added to our new webpageshttp://oclc.org/support/services/enquire.en.html PN List – not many use for this, but it can be. If you are not on the listserv, let us know and we can add you. Support Tel: