FAQ content

E-Reserves: Add & edit a course

In this article

Create a new course

  1. Go to Content > E-Reserves.

Selecting E-Reserves from the Content dropdown

  1. Under the Courses tab, click the  Add Course button.
  2. Choose Create New Course from the dropdown.

Selecting Create New Course from the Add Course dropdown

  1. Under the General tab, you can customize the course's settings.
    1. Enter the course's number or other identifier in the Course Number field.
    2. Enter the course's name or title in the Course Name field.
    3. Select an instructor for the course from the Instructor dropdown. If the instructor has not yet been added, you can add a new one by selecting the Add New Instructor option.
    4. From the Term dropdown, select the corresponding term for the course. If you would like to make this course visible year round, then you can leave this field empty.
    5. Optionally, you can enter a brief description of the course in the Description field.
    6. Optionally, you can enter a password in the Password field to restrict access to the course. In order to view the course page, users will have to enter the password you provide.
    7. From the LibAuth Authentication Configuration, you can choose to require users to authenticate before they can view the course. This option can only be used if your LibApps admin has added one or more configurations to LibAuth.
    8. Optionally, enter any important enrollment information in the Enrollment field.

Options under the General tab

  1. Optionally, under the Subject Associations tab, you can associate the course with any of the subjects you have set up in your LibGuides system.
    • These associations will allow your users to find/sort your courses by subject on the E-Reserves homepage.

Options under the Subject Associations tab

  1. Optionally, under the Editors tab, you can assign additional users as editors for the course.
    • Similar to guide editors, this will allow you to collaborate with other users on a particular course.
    • Editors can customize the course page, as well as add, edit, and organize items in the course.
  2. Click Save.

Options under the Editors tab


Copy an existing course

Instead of creating a brand-new course from scratch, you can choose to reuse an existing course. When you reuse a course, the new course will be created with all of the same settings, folders, and items that the original has.

  1. Go to Content > E-Reserves.

Selecting E-Reserves from the Content dropdown

  1. Under the Courses tab, click the  Add Course button.
  2. Choose Reuse Existing Course from the dropdown.

Selecting Reuse Existing Course from the Add Course dropdown

  1. In the Reuse Course window, select the course you want to reuse from the Course dropdown.
  2. If you would like to select a different term for this course, select it from the Term dropdown. Otherwise, your reused course will use the same term as the original.
  3. If you would like to select a different copyright status for this course, select it from the Copyright Status dropdown. Otherwise, your reused course will use the same status as the original.
  4. If you would like to maintain all of the same visibility dates of folders and items as the original course, select the Visibility Dates checkbox.
  5. Click Save.

Selecting a course to reuse


Edit a course's settings, subjects, editors, & metadata

There are two ways to view and edit a course's information, including its general settings, subject associations, editors, and metadata:

  1. Under the Courses tab, click on the Edit Course Information () icon in the Actions column.

Clicking the Edit Course Information icon in the Actions column

  1. While editing a course's content, click on the  Edit Course Info button.

Clicking the Edit Course Info button while editing a course page

After clicking the icon or button, a dialog box will display with the following tabs of options:


General

Under the General tab of the Add/Edit Course window, you can customize the course's details and restrictions.

  1. Edit the course's number or other identifier in the Course Number field.
  2. Edit the course's name or title in the Course Name field.
  3. Change an instructor for the course from the Instructor dropdown. If the instructor has not yet been added, you can add a new one by selecting the Add New Instructor option.
  4. From the Term dropdown, select the corresponding term for the course. If you would like to make this course visible year round, then you can leave this field empty.
  5. Optionally, you can add or edit a brief description of the course in the Description field.
  6. Optionally, you can add or edit a password in the Password field to restrict access to the course. In order to view the course page, users will have to enter the password you provide.
    • Want to remove a password restriction? Delete the text from the Password​ field and leave it empty.
  7. From the LibAuth Authentication Configuration, you can choose to require users to authenticate before they can view the course. This option can only be used if your LibApps admin has added one or more configurations to LibAuth.
  8. Optionally, you can add or edit any enrollment information in the Enrollment field.

Options under the General tab 

Subject Associations

Under the Subject Associations tab, you can add or remove subject categories assigned to the course. These associations will allow your users to find/sort your courses by subject on the E-Reserves homepage. 

Note: assigning subjects to a course will not add the guides that are assigned that same subject to the Related Guides section of the course's public page. Related guides are only listed for those guides that have the course page added to them.

  • Click on the dropdown menu to view the list of available categories.
  • Click on the checkbox next to each category to add or remove it from the course.
  • You can assign multiple subject categories to a single course.

Options under the Subject Associations tab

Editors

Under the Editors tab, you can add or remove users assigned as editors for the course. 

  • Similar to guide editors, this will allow you to collaborate with other users on a particular course.
  • Editors can customize the course page, as well as add, edit, and organize items in the course.
  • You can assign multiple users as editors for a single the course.

Options under the Editors tab

Metadata

When using the LibApps Automagic LTI Tool, e-reserves courses are matched to courses based upon their metadata. You can add, edit, or delete the course's metadata under the Metadata tab.

  1. The Metadata tab will list all metadata currently assigned to the course. To make changes, click on any underlined Name or Value.
  2. Although not required for the LibApps LTI Tool, click on the Public checkbox to toggle whether each metadata record will be included in the public course page's HTML code.
    • When enabled, you will see the metadata appear as a <meta> tag in the course page's <head> element.
  3. To add a new metadata record, look for the Add Record row:
    • Start by clicking on the "Empty" value in the Name column and enter a name for the new record.
    • Once you've saved the name, you'll see "Empty" appear in the Value column. Click on it to add a value to the new record.
    • Toggle the Public checkbox for the new record to show or hide it from the public page.
  4. To remove a metadata record, click on the Delete button in the Actions column.
    • Please note: deleting a metadata record could prevent the course from being matched using the Automagic LTI Tool.
    • This is permanent and cannot be undone, so be careful!

Options under the Metadata tab


Delete a course

 Be careful when deleting courses!

Deleting a course will permanently remove it from your system and cannot be undone.

  • When deleting a course, all items will remain in your E-Reserves module, so can still be used.
  • However, the course's metadata will be deleted.
  • Statistics for deleted courses will not be retained. Individual items used in the course will retain their statistics, however.
  • If the course has been added to a guide, or is being used by widgets or the LibApps LTI Tool, it will no longer display in those places.

If you would prefer to retain a course's statistics, but no longer display it to the public, you can instead assign it to an expired term.

  1. Go to Content > E-Reserves.

Selecting E-Reserves from the Content menu

  1. Under the Courses tab, click on the course's Delete Course () icon in the Actions column.

Clicking the Delete Course icon

  1. The Delete Course window will appear. To proceed, click on the checkbox next to I understand that this cannot be undone.
  2. Click the Delete button. This will permanently remove the course and its statistics from your system.

Deleting a course


Add items & folders to a course page

Items are the individual pieces of content that users can view in your course, such as webpages, articles, or e-books. These items can be organized into folders, which also allow you to show and hide groups of content during certain dates, if needed. For example, if you have a folder of content you only want to display during Week 4 of a course, you could set the folder to be hidden automatically outside of that week's dates.

To add and manage items & folders in your course, you must first edit the course's page. 

  1. Go to Content > E-Reserves.

Selecting E-Reserves from the Content menu

  1. Under the Courses tab, you can either:
    1. Click on the course's link in the Course Name column.
    2. Click on the Edit Course Items () icon in the Actions column.

Course Name link and Edit Course Items icon


Add a new item

To create a brand new item and add it to your course:

  1. While editing the course page, click on the  Add Item button.
  2. Select Create New Item from the dropdown.

Selecting Create New Item from the Add Item dropdown

  1. In the Add/Edit Item window, you can configure the options for your new item.
    1. In the Name field, enter a descriptive name for the item. This will display as a link on the course page, which users will click to view the item.
    2. In the Description field, you can enter an optional description of the item.
      • Use the dropdown to choose how the description will display on the course page (e.g. beneath the item's name).
    3. If you would like to restrict access to this item, you can provide an optional Password users must enter to view the item.
      • This password is in addition to any password or LibAuth authentication you've already set for the course itself.
    4. If this item has a URL (such as a website), enter it in the Item URL field.
    5. Use the Window Target dropdown to choose whether the Item URL should open in a new or the current window.
    6. If the Item URL requires proxy authentication, you can set the Use Proxy option to Yes. This will prepend your proxy URL to the Item URL.
      • To use this option, an admin must provide the proxy URL in your LibGuides system settings.
    7. To attach a document to this item (such as a PDF), click on the Attach New File button to upload it (max. file size is 20 MB).
      • Each site has a maximum of 5 GB of storage space. If you need additional space, please contact the Springy Sales Team.
    8. To organize this new item in a folder, select it from the Folder dropdown.
    9. ​If you would like to limit the visibility of this item on the public course page, use the Start Visibility and/or End Visibility fields to select the visibility dates.
      • To make the item visible immediately through a specific end date, you can leave the Start Visibility field empty and select only an End Visibility date.
      • To make an item visible indefinitely starting on a specific date, you can leave the End Visibility field empty and select only a Start Visibility date.
      • Remember: a course's visibility is set by its term. If you want all items available for the duration of the term, then you do not need to select any visibility dates.
    10. ​​From the Type dropdown, select which type of item you are adding (e.g. Book, Article, Website).
      • This will allow you to enter additional bibliographic or descriptive information specific to the type of item.
  2. When finished, click the Save button.

Options for adding a new item

Reuse or copy an existing item

When adding an item to a course, you have the option to reuse an existing item instead of creating a new item from scratch. 

  1. While editing the course page, click on the  Add Item button.
  2. Select Reuse Existing Item from the dropdown.

Selecting Reuse Existing Item from the Add Item dropdown

  1. In the Search for Items dropdown, search for the item you want to reuse.
  2. Click on the item you want to reuse from the search results.

Selecting an item to reuse

  1. A summary of the item info will appear.
    • Not the link you are looking for? No problem: search again and select a different one.
  2. By default, a mapping of the original item will be added to your course. If you would rather create a copy of the original item, select the Copy checkbox.
    • Using a mapping is convenient because any changes made to it will be reflected in every course where the item is mapped.
    • If you select the Copy checkbox, this will create a brand new item that's independent of the original. Changes made to the copy will not affect the original item and its mappings.
  3. Click the Save button.

Saving a reused item

Edit or remove an item

  1. Click on the Edit () menu next to the item name.
    1. To edit the item information, select  Edit from the dropdown.
    2. To remove the item from your course, select Remove from the dropdown. This will remove the item from only this course -- it will not be permanently deleted from your E-Reserves module.

Options to edit or remove an item

Sort adjacent items

When you add two or more items together, whether in a folder or on the top level of your course page, you will see the Sort Items option appear. This will allow you to sort the items, either by name or in a custom order.

  1. Click on the Sort Items button.
  2. From the Sort Type dropdown, select your sorting option.
    1. To sort items in a custom order, select Manually. This will allow you to drag and drop the items into your own order.
    2. To automatically sort the items alphabetically by name, select By Name.

Options for sorting items


Add a folder

Folders can help you organize related items into groups, making it easier to browse the items in your course. For example, you could create folders for different weeks of the term -- each containing the readings for that week. Or, you could organize items by type, with a folder for articles, another for e-books, and another for websites.

  1. While editing the course page, click on the Manage Folders button.
  2. Select Add Folder from the dropdown.

Selecting Add Folder from the Manage Folders dropdown

  1. In the Add/Edit Folder window, enter a name for your new folder in the Name field.
  2. If you would like to limit the visibility of this folder on the public course page, use the Start Visibility and/or End Visibility fields to select the visibility dates.
    • To make the folder visible immediately through a specific end date, you can leave the Start Visibility field empty and select only an End Visibility date.
    • To make the folder visible indefinitely starting on a specific date, you can leave the End Visibility field empty and select only a Start Visibility date.
    • Remember: a course's visibility is set by its term. If you want the folder available for the duration of the term, then you do not need to select any visibility dates.
  3. Click the Save button.

Options for adding a new folder 

Edit or delete a folder

  1. Click on the Edit () menu next to the folder name.
    1. To edit the folder's name and visibility, select  Edit from the dropdown.
    2. To remove the folder from your course, select Delete from the dropdown. This will only remove the folder -- any items contained in the folder will be moved back to the top level of your course page.

Options to edit or delete a folder

Sort folders

To arrange the folders on your course page:

  1. Click on the  Manage Folders button.
    1. To sort the folders in a custom order, select Sort Manually. This will allow you to drag and drop the folders into your own order.
    2. To automatically sort the folders alphabetically by name, select Sort by Name.

Options to sort folders 


Preview a course page

Previewing a course allows you to see how the course's public page will look to your students. This can be especially helpful for testing your visibility settings and passwords.

Please note that the page will be displayed in preview mode, so no stats will be recorded. That way, you don't have to worry about your own clicks skewing your E-Reserves stats.

  1. Go to Content > E-Reserves.

Selecting E-Reserves from the Content menu

  1. Under the Courses tab, edit the course by either:
    1. Clicking on the course's link in the Course Name column.
    2. Clicking on the Edit Course Items () icon in the Actions column.

Course Name link and Edit Course Items icon

  1. Click on the  Preview Course button.

Preview Course button