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Tutorials: Create, copy, & manage standalone or embedded tutorials

In this article

Difference between standalone and embedded tutorials

Standalone tutorials

Standalone tutorials are intended to be viewed via their own direct URLs. Each standalone tutorial you create will have it's own URL that will display the tutorial content. A standalone tutorial consists of:

  • An optional welcome screen
  • A series of slides, each with its own content
  • An optional thank-you screen

The slides in your tutorial allow you to display embedded content, such as a LibGuide, a website, a PDF or image file, or custom rich text content. You can add instructions, information, or questions to go along with each slide, allowing you to guide users through the embedded content. Like quizzes, tutorial questions can be graded, allowing you to assess what users have learned.

Embedded tutorials

Embedded tutorials are intended to be displayed on top of an existing website. Each embedded tutorial you create will have its own embed code that you can add to your site, LibGuide, catalog, research databases, or really anywhere that allows you to add custom code.

Unlike standalone tutorials, which contain individual slides with content embedded inside, embedded tutorials instead overlay information and questions right on top of the actual site. Users can launch the tutorial content by clicking on a button that appears on the side of the screen. This allows users to complete the tutorial without having to navigate to a separate URL, which is great if you want to give them a quick how-to manual.


Getting there

From the LibWizard dashboard, navigate to the Tutorials page.

  1. Either click on the Tutorials link in the command bar
  2. Or, click on the Tutorialsmenu item on the dashboard
Navigating to the Tutorials page

Creating a new standalone tutorial

  1. Click on the Create New button.
The Create New button
  1. Select "blank slate" from the Start With dropdown.
  2. For the TutorialType, select the Standalone Tutorial/Assessment option.
  3. In the Name field, give your new tutorial a name. This will serve as the page title for your tutorial, as well.
  4. Optionally, you can give your tutorial a friendly URL to make it easier to share and remember.
    • For example, if you are creating a tutorial for your catalog, you could give it a friendly URL of "catalog". The full URL would then look something like: https://yourlibrary.libwizard.com/f/catalog
    • Friendly URLs can contain only alphanumeric characters, dashes, and underscores -- no spaces.
  5. You also have the option of giving your tutorial a description. This is only for internal use and does not display on the public tutorial.
  6. Click the Save button.
Creating a new standalone tutorial

Creating a new embedded tutorial

  1. Click on the Create New button.
The Create New button
  1. Select "blank slate" from the Start With dropdown.
  2. For the TutorialType, select the Tutorial Embedded Tutorial in a Webpage option.
  3. In the Name field, give your new tutorial a name. This will serve as the page title for your tutorial, as well.
  4. You also have the option of giving your tutorial a description. This is only for internal use and does not display on the public tutorial.
  5. Click the Save button.
Creating a new embedded tutorial

Copy an existing tutorial

  1. Click on the Create New button.
The Create New button
  1. From the Start With dropdown, select the tutorial that you want to copy.
    • Your new tutorial will be of the same type as the original and cannot be changed.
    • For example, if you're creating a copy of a standalone tutorial, then the new tutorial will also be a standalone.
    • If you want to change the tutorial type, then you will need to create a new tutorial and reuse the questions from the original.
  2. In the Name field, give your tutorial a name. This will serve as the page title for your tutorial, as well.
  3. Optionally, if you are copying a standalone tutorial, you can give it a friendly URL to make it easier to share and remember.
    • For example, if you are creating a tutorial for your catalog, you could give it a friendly URL of "catalog". The full URL would then look something like: https://yourlibrary.libwizard.com/f/catalog
    • Friendly URLs can contain only alphanumeric characters, dashes, and underscores -- no spaces.
  4. You also have the option of giving your tutorial a description. This is only for internal use and does not display on the public page.
  5. Click the Create button.
Selecting a tutorial to copy from the Start With dropdown and customizing options

Organize tutorials in folders

You can create folders to help with the organization of your tutorials. For example, you could have a folder for each user's tutorials. Or perhaps, create folders for your standalone tutorials and another for embedded.

Any LibWizard user can create folders, but Regular users can only edit or delete their own folders. Additionally, Regular users can only move the tutorials that they own or have editing permission for.

Note: when viewing a folder, the Create New button will automatically assign the newly created tutorial to that folder.

Creating a new folder

  1. Click on the Create New Folder button.
The Create New Folder button
  1. In the Folder Name field, give your new folder a name.
  2. Click the Ok button.
Creating a new folder

Move a tutorial to a folder

  1. Click on the more_vert icon in the Actions column for the tutorial.
  2. Select Move to Folder from the menu.
Moving a tutorial to a folder, part 1
  1. On the Move Tutorial modal, select the Folder to move the tutorial to.
    • For tutorials within a folder already, you can select Remove from Folder to remove the tutorial from any folder.
  2. Click the Move button.
Moving a tutorial to a folder, part 2

Managing tutorials and folders

Options for managing tutorials
  1. To view only the tutorials you own: select "Show Mine Only" from the dropdown Owner dropdown. Select "Show All" to view everyone's tutorials.
    • Admin users can view all tutorials.
    • Regular users can only view the tutorials they own plus tutorials they have been given permission to view/edit.
  2. To search for a tutorial: use the Filter tutorials by keyword field to limit tutorials by name or owner.
  3. To view the tutorials within a folder: click on the folder's Name.
  4. To sort the list of tutorials: click on any column heading to sort by that field. Click the heading again to toggle between ascending () and descending () order.
  5. To edit a tutorial: click on the tutorial's Name.
  6. To see who edited a tutorial last: hover on the help icon for the tutorial in the Updated column.
  7. To view a tutorial's URL and embed code: click on the Form Code (</>) icon in the URL/Code column.
  8. To view a tutorial's data: click on the link in the # Submissions column.
  9. To edit, reassign or delete a folder: click on the more_vert icon in the Actions column for the folder.
    • Editing a folder allows you to change its name or the owner.
  10. To preview, move the tutorial to a folder, or delete a tutorial: click on the more_vert icon in the Actions column for the tutorial.