Skip to main content

 

OCLC Support

Let institutions in your group refer questions to other institutions in your group

Also covers: Prevent institutions in your group from referring questions to other institutions in your group

Available to group administrators only: Use the following procedure to let all institutions in your subscription group refer questions to other institutions in the group or to prevent them from doing so.

Referral partners

Referral partners are institutions in your group to which any institution in the group may refer a question that it needs help answering. You control whether or not your subscription group has referral partners and, if it does, you choose which institutions are referral partners. You can select every institution in your group to be a referral partner or just some of them.

 Note: 

  • Default: If you take no action, any institution in your group may refer a question to any other institution in the group because the default value selects All institutions to be referral partners.
  • Active profile required: An institution must submit a profile and you must approve/activate it automatically or manually in order for the institution to refer questions to, or receive questions from, other institutions in the group. For more information, see Specify the profile approval method and required fields for your group.
  • Selecting referral partners: If you want to select just some institutions in your group to be referral partners, you must wait until an institution's profile is active before selecting it.

Let institutions in your group refer questions to other institutions in the group

  1. Log on to QuestionPoint using your group administrator authorization number.
  2. Select Administration in the Select Service drop-down menu.
  3. Click Subscription Group > Settings.
  4. On the Activation Setup screen, click Referral Partners.
     Note:
    • Click No institutions to prevent institutions in your group from referring questions to other institutions in the group.
    • Click All institutions to let any institution in your group refer questions to any other institution in the group. If you choose this option, every institution in your group becomes a referral partner when its profile is approved/activated.
    • Click List of institutions if you want to select each institution to which any institution in your group may refer questions.
  5. On the Referral Partners screen, in the Referral Partner Options area, click the button for the option that you want to use.
  6. Click Save.
  7. If you clicked 'List of institutions' in step 5, go to step 8.

    If you click 'No instituitons' or 'All institutions' in step 5, you are done.
  8. In the remaining steps, use the Select Referral Partners area to add or remove institutions from the list of referral partners to which any institution in your group may refer questions.

    To view the list of institutions that you can now add as referral partners, click the arrow to the right of the box next to the Add button.

    To view the list of institutions that are currently selected as referral partners, click the arrow to the right of the box next to the Remove button.
     Note: Before you can add an institution to the list of referral partners, its profile must be approved/activated. The list of institutions that you can add includes institutions that are already selected as referral partners as well as those that are not.
  9. To add an institution as a referral partner, click the arrow to the right of the box next to the Add button, click on the institution in the list that displays, and then click the Add button.

    Or,to remove an institution from the list of referral partners, click the arrow to the right of the box next to the Remove button, click the institution in the list that displays, and then click Remove.
  10. Repeat step 9 for each institution that you want to add or remove.

 

  • Was this article helpful?