Setting up LibWizard Full for the first time

We know - getting a new system is both really exciting and fairly daunting all at the same time. You have this shiny new system...with nothing in it. What do you do with this totally empty system?? Let's walk through the things you ought to learn & discuss before you start setting up your system and then help you set everything up!

Are you a LibWizard Lite customer? This Springboard is geared towards users getting started with the full version of LibWizard. If you are getting started with a new LibWizard Lite system, don't worry -- we have a Springboard tailor-made for you! Learn more about setting up LibWizard Lite for the first time.

Who is this Springboard for?

While it's initially sent to the first Admin level user created in the system, that doesn't mean only that person should take a look! (Unless you're a solo librarian...then it just makes sense, of course! ;) ) This guide is for anyone who is helping to initially set up the system. Others may or may not be Admin level users in the system, but they can still understand the options and help discuss / form the plan for how you'll use the system, so feel free to share the information!

Featured training sessions

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Join our Springy Training Team for the LibWizard: Building Forms and Surveys workshop, offered regularly. This session is for folks who want to learn more about creating Forms and Surveys and how to reuse them in other sites.

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Join our Springy Training Team for the LibWizard: Building Quizzes & Tutorials workshop, offered regularly. This session is for folks who want to learn how to build quizzes and create interactive tutorials.

Visit the Springy training calendar to register for the next available session! 

Or, if you're unable to make it to a live training session, check out the recordings of our training sessions anytime in our training video collection


Step 1. Configure your system settings

Before you start adding user accounts for your colleagues, it can be helpful to get your settings configured first. This will make sure that all of the settings are the way you want before users start creating content (more on that below) in your system. In the LibWizard system settings and language settings, Admin users will find options for customizing the overall appearance of their LibWizard pages. Including:

  • Adding a site banner or HTML header to display at the top of public forms, surveys, quizzes, and tutorials.
  • Customizing the default fonts and page colors of public pages.
  • Setting a custom favicon.
  • Adding custom CSS and javascript code to public pages.
  • Displaying a privacy statement to users on public pages.
  • Setting the format of dates and times.
  • Customizing the default text and labels used throughout LibWizard.

Additionally, you will also have the option of enabling LibAuth integration for your site. This gives you the option of requiring users to authenticate before viewing a form, survey, quiz, or tutorial.

Learn more


Step 2. Add user accounts

This is where you can start giving your colleagues access to LibWizard. When you add an account, be sure to select the appropriate level of permissions for that user, based upon how you need them to use the system. For example, if you will have other folks helping you manage the system, you'll want to make sure they have admin-level access.

If you want to allow someone to create their own forms, surveys, quizzes, and tutorials, then they need to have at least a regular-level account. 

Once you've given everyone access, encourage them to explore the system hands-on. Don't forget to share our documentation and training resources, too, in case they need any help!

Learn more


Step 3. Build your Question Bank

The Question Bank is a set of questions that can be reused by anyone in your LibWizard system. Any admins in LibWizard can create questions for the bank, using any of the basic or multiple-choice input fields (and the text block utility field). And any questions in the bank can be reused by any LibWizard user in any form, survey, quiz or tutorial.

This can be a huge time saver, especially when it comes to commonly asked questions like a patron's status, department, campus, or branch.

Learn more


Step 4. Set up your forms, surveys, quizzes, and tutorials

LibWizard allows you to create and set up an unlimited number of forms, surveys, quizzes, and tutorials. Knowing what data you want to collect or what information/instruction you want to provide is essential for determining what content you'll need to create. Each of the four components of LibWizard are designed to meet the needs for specific kinds of data collection, feedback, training, assessments, etc. And each item that you create can be fully customized -- changing the look and feel, submission notification behavior, visibility (for patrons and staff access to the edit side) -- to meet the needs of that form, survey, quiz, or tutorial. 

Setting up your forms, surveys, quizzes, and tutorials can be a collaborative effort, especially if you'll have multiple staff members managing them, collecting submission data, and running analysis. Just keep in mind as you're setting things up that system admins and regular-level users that have been given Edit permission are the only people who can manage the settings and fields for an item. All other regular users will only be able to view an item if they've been given permission to do so. With this level of item-specific permission control, you'll want to make sure your staff all have the necessary access.

The specific components available to you in LibWizard -- with a link to each component's "everything you need to know" Springboard and some common examples -- follows: 

Create, edit, and manage forms

  • Library contact forms
  • Interlibrary loan requests
  • Purchase recommendations
  • Student or volunteer applications

Create, edit, and manage surveys

  • Instruction assessments
  • Satisfaction surveys
  • Library space assessments

Create, edit, and manage quizzes

  • Pre/post instruction quizzes
  • Information literacy skills
  • Employee onboarding training

Create, edit, and manage standalone tutorials & assessments

  • ​Evaluating web resources
  • Finding and downloading eBooks
  • Choosing the right database

Create, edit, and manage embedded tutorials & assessments

  • Searching the library catalog​
  • Using 'Ask a Librarian' services
  • Booking a room in the library

Step 5. Share and embed your forms, surveys, quizzes, and tutorials

Once you have your items setup, you can start receiving submissions by sharing and/or embedding them. Every form, survey, quiz, and standalone tutorial that you create has a direct URL that you can share with your users so that they're able to make their submissions.

Or if you want to embed your content on a webpage, every item that you create also has widget code that you can use to place the item on a page. Your forms, surveys, and quizzes include widget code that allows you to either embed it directly within a page or by adding a button/tab to the page that will open it in a pop-up. Standalone tutorial widget code allows you to embed a tutorial button that will open the tutorial on in a new window when clicked, while embedded tutorials provide you with code to embed a tutorial button that will expand when clicked to show tutorial/assessment contents.

Learn more


Step 6. Viewing and analyzing submission data

While analyzing your submission data isn't part of your initial set up of LibWizard, it is the reason why you have gone through the first five steps above. Once you have collected some submissions, you can utilize LibWizard's reporting tools to get a better understanding of what has been submitted. For each of your forms, surveys, quizzes, and tutorials you can view, manage, analyze, and export its submission data. For your quizzes and tutorials that includes the grade and correct/incorrect answers for each submission and overall statistics for all submissions. 

Learn more


Setup Checklist

Before you go, consider reviewing the following checklist to make sure you have everything set up and ready for action. If you missed something, no worries! Check out the sections above for help tying up any loose ends.

System settings

  • Have you configured your system settings, such as date & time settings and enabling LibAuth authentication?
  • Have you added any custom header or JS/CSS code to style your site?

User accounts

  • Does everyone who needs a user account have one? (Remember: a staff member must at least have a Regular account to be able to create content, edit, or run reports.)
  • Have you set up the permissions for each form, survey, quiz, and tutorial, as needed?
  • Has each user been introduced to LibWizard, including what they have access to, how to create new content, what the difference is between the four components, and how to run reports?

Forms, Surveys, Quizzes, and Tutorials

  • Do you know what submissions you want to collect?
  • Do you know what walkthroughs/assessments you want to create?
  • Have you created the necessary forms, surveys, quizzes, and/or tutorials to address the above needs?
  • Do your Regular users have access to the forms, surveys, quizzes, and tutorials that they need to?
  • Have you shared and/or embedded your forms, surveys, quizzes and tutorials in the necessary places?

Analysis & Reports

  • Do you have a plan in place for who will be running reports on the submission data you're collecting?
  • If users outside of LibWizard need to be notified of submissions, have you set up the proper submission notifications?

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