Create, edit, and manage embedded tutorials & assessments

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.

Each tutorial has its own set of customization options, allowing you to configure everything from user permissions, public visibility, look & feel, and submission notifications. The purpose of this Springboard is to guide you through the process of creating a standalone tutorial, from customizing its options & content to gathering & analyzing submission data.


Creating or copying an embedded tutorial

Tutorials are only available to LibWizard Full subscribers. If you currently subscribe to LibWizard Lite (Forms & Surveys only) and are interested in upgrading, contact our Springy Sales Team for more details.

There are two ways to create a new embedded tutorial:

  • Start with a blank slate: this will create a brand new embedded tutorial with the default settings and an empty workpad. If you want to create a new tutorial from scratch, this is the best option.
  • Start with a copy of another tutorial: this will create a new tutorial based on an existing embedded tutorial's settings & fields (submission data is not copied from the original). If you want to create a new version of a tutorial, or simply use an existing tutorial as a starting point, this option can be a time saver.

No matter which option you choose, you can get started by navigating to Tutorials in the navigation bar and clicking the Create New button.

The Create New button on the Tutorials page

Learn more

[Return to top]


Customizing tutorial options

While editing your tutorial, go to the Tutorial Options tab to view and customize your tutorial's settings.

The Tutorial Options tab

The panels below correspond to each group of tutorial options you'll find. Click on any panel to learn more about the available settings.

The Basic Info settings allow you to customize your tutorial's title, description, and friendly URL (which allows you to customize your tutorial's public URL to be more user-friendly). You'll also find your tutorial's Public Access Control options, which allow you to restrict access to your tutorial's public page by a password, or by hiding your tutorial outside of a certain date range. You can also restrict access to your tutorial using LibAuth Authentication. This allows you to require users to authenticate before viewing your tutorial's public page.

Each tutorial has its own set of user permissions, giving you control over who owns, can view, and can edit the tutorial. Admin users and a tutorial's owner have full control over the tutorial, its options, its content, and its submission data. Regular users (other than the owner) only have access to a tutorial's public page unless they are granted either Edit or View permissions. Whereas a user with Edit permission can modify a tutorial's content, most settings, and submissions, a user with View permission is limited to a read-only view of the tutorial's settings, fields, and submissions.

In your Tutorial/Assessment Options, you'll find settings that affect the navigation and layout of slides & questions. This includes hiding the navigation menu, randomizing tutorial questions, and adjust the width of the question column. If you are grading your tutorial, you can also set a timer to limit how long users have to submit it.

Each tutorial's public page can display a header at the top, above the tutorial's content. Although Admin users can create a default page header in the LibWizard system settings, each tutorial owner can choose to use their own custom page header instead. This includes a custom banner image, header text, and/or CSS code (for further customizing its styles).

Under the Look and Feel settings, you'll find a handful of options that allow you to customize the appearance of your tutorial's public page. This includes the tutorial's font colors & styles; page colors; and text displayed next to required fields. In addition, you'll find options for automatically numbering your tutorial's fields and adding custom CSS code.

Your tutorial's Submission Behavior settings allow you to configure submission notification emails to specific addresses.

  • Enable email notifications for new tutorial submissions
    Learn how to send a notification email to one or more email addresses when a tutorial is submitted. This can include a static list of addresses, or a conditional list based upon a user's response to a multiple-choice field. In addition, you can also customize the notification email's reply-to field, with either a fixed list of email addresses or using an address entered by the user into a specific Email field on your survey.

Your tutorial's Widget Settings & Code allow you to create the widget that you will use to embed the tutorial on a webpage. This will add a side-tab button that, when clicked, will expand when clicked to show how-to content, messaging, and instructions. You can customize the positioning, text color, and background color of the widget's button. When finished, LibWizard will generate the HTML code you need to copy and paste inside of your webpage.

LibWizard has the ability to record a user's IP address, browser, and referring URL. When enabled, this will be stored along with the user's submission data in your tutorial's report. However, you can choose to disable one or all of these user agent fields in your Reporting options.

Under your tutorial's Advanced settings, you'll find the Pre-filled Tutorial via URL options. This allows you to create a URL that will take users to your tutorial and pre-fill one or more of the fields. This works by passing a parameter string in the URL, which you can create right from within LibWizard. You will also find a list of your tutorial's field IDs if you'd like to create your own custom URL from scratch. In addition to custom URL strings, you can also map your tutorial's fields to OpenURL parameters. This can allow your tutorial to accept OpenURL strings from your link resolver or similar types of electronic resources.

If enabled in your system settings, you may also see options for adding custom javascript code to your tutorial. You can either add code directly to your tutorial's public page, or include an external javascript file.

[Return to top]


Adding content and setting the slide

Slide

In an embedded tutorial, your content is split into two parts:

  • A question column, which can contain questions, instructions, descriptions, and other information. Think of this as your narrative for the slide.
  • The slide content, which allows you to ent a full URL, or select the LibGuide where you plan to embed this tutorial. This is only for informational purpose and to help with the previewing process. You still need to add the embed code to the target website. This is the content you want to explain, tour, or demonstrate with your question column.

For example, if you were creating a tutorial to help patrons learn how to use book spaces, you could display your LibCal Spaces booking page in the tutorial. Then, you could add content to the question column to walk them through the booking process. You could also add graded questions to assess their skills.

A tutorial's slide area showing the Add Slide button

You can set the slide content by clicking the + Add Slide button in the Slide Area. Then, after setting the slide, you can start to add questions and other content to the slide.

Fields

While editing the slide, the Fields tab will display all of the available types of fields you can add to the question column. This is the content that will display when the tutorial is being viewed. 

The Fields tab

Each field you add can be graded, which is helpful if your tutorial is intended to assess what the user's learned. The total score of all graded fields in the tutorial will be included in the submission data, and can also be displayed on screen for the user to review after submitting the tutorial.

For more info about each available field type, click on the links below.

Basic
Basic fields allow users to enter free text, numbers, or formatted dates & times. These fields can be graded.
Multiple Choice
Multiple choice fields allow users to select answers from a choice of options. These fields can be graded.
Utility
Utility fields allow you to add text, line separators, and vertical space between fields. You can also add a field for attaching files to submissions.
Submitter
Submitter fields are for collecting email address, name, or phone number. These fields cannot be graded.

Fields can be added by clicking-and-dragging the desired field type from the Fields tab to your Workpad, then dropping it into position. The order in which the fields appear in the Workpad is how they will appear on the public tutorial page. Alternatively, you can also reuse any field from existing forms, surveys, quizzes, or tutorials in your LibWizard system. You can also add fields from your site's Question Bank, which is a set of pre-made fields maintained by your LibWizard Admin users. Fields added to the Question Bank can be reused by any user in any form, survey, quiz, or tutorial.

Field rules

Field rules allow you to dynamically modify your tutorial based upon the user's response to certain question. With a field rule, you can show a hidden field or hide a visible field.

The Add/Edit field rules button and Edit Rules window

For example, let's say you have a multiple choice question that asks, "How would you rate your most recent experience?" This question has three possible answers: Great; Okay; and Awful. If a person selects "Awful", you then want to display a follow-up question that asks, "How might we better serve you in the future?" With a field rule, you can totally do that!

Welcome screen

Each tutorial has an optional Welcome Screen that can display before users begin the tutorial. You can find this at the top of your tutorial's Slide Area.

The Add Welcome Screen portion of the Slide Area

You can use the Welcome Screen to provide an introduction or instructions for completing and submitting the tutorial.

Thank You screen & certificates of completion

Each tutorial has an optional Thank You Screen, which you can use to display a message once a user has submitted the tutorial. You can find this at the bottom of your tutorial's Slide Area.

The Thank You Screen portion of the Slide Area

This can be helpful if you want to acknowledge the user's submission, let them know when to expect a response or other useful information. You can also enable an option allowing users to receive a copy of their submission via email, as well as a button allowing them to retake your tutorial.

In addition, tutorials provide an option for generating a certificate of completion after a tutorial is submitted. This can be useful for providing users with proof they completed the tutorial for employment or professional development purposes. The certificates are customizable and can both be printed, saved to PDF, and emailed.

[Return to top]


Preview & share an embedded tutorial

As you're building your tutorial, it can be helpful to see how the public view of your fields will look to users. With Preview Mode, you can view a fully interactive version of your tutorial's fields panel. This allows you to see how your tutorial's questions, navigation, & customizations will appear to users, while also giving you a chance to test out things like field rules, grading, & submission behaviors. What's more, any time you submit your tutorial while in Preview Mode, the submission data will be kept separate from that of your live tutorial. That way you don't have to worry about your test data affecting your reports.

The Preview and Share/URL buttons

When you're ready to share your tutorial, you can embed it into the webpage using the button widget option.

Learn more

[Return to top]


Viewing & analyzing submission data

A tutorial's Reports is where you can view, manage, analyze, and export its submission data.

The View Reports button

The following reports are available:

  • Data table: this report provides a table of all submissions, with options to view or delete individual records (depending upon your permission level). You can filter the data table by field values and/or submission dates, with the option to export the current list of records to a CSV file.
  • Field analysis: this report allows you to take an in-depth look at responses to multiple choice fields. For each such field, you'll be presented with a chart and accompanying data table that breaks down the number of responses for each of the field's options.
  • Cross Tab: for reports that have more than one multiple-choice field, this report allows you to analyze the relationship between two fields. For example, if you have a Department field and Status field, the cross tab report would should you the distribution of departments by status.

Learn more

[Return to top]


Managing & deleting tutorials

You can browse and manage your tutorials via the Tutorials landing page.

The Tutorials landing page showing a list of tutorials and their management options

From this page, you'll find options to:

  • View a tutorial's URL and widget embed code
  • See the number of submissions received and view the tutorial's reports
  • See the total number of fields in each tutorial
  • Launch a tutorial in Preview Mode
  • Permanently delete the tutorial and its submission data from LibWizard

Remember: a user's account level and permissions determines which tutorials they can browse, view, and/or edit. Only Admin users and a tutorial's owner are allowed to delete a tutorial.

Learn more

[Return to top]

Related Springboards