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

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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.

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

What is the difference between LibWizard and LibWizard Lite?

So, just what's the difference between LibWizard and LibWizard Lite? Although they share many core features, there are some important differences that make LibWizard Lite, well, lite. :) Specifically, LibWizard Lite only allows you to create forms and surveys. Access to the Quizzes and Tutorials modules are only available with LibWizard. Quizzes are similar surveys in that the layout and structure of both are the same, but quizzes also allow you to assign correct answers to questions, have submissions automatically graded, and to set times and page access controls. With tutorials, you can create self-paced tutorials that allow you to display embedded content, such as a LibGuide, a website, a PDF or image file, or custom rich text content alongside your own instructions, information, or questions. Like quizzes, tutorial questions can be graded, allowing you to assess what users have learned. 

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

Upgrade any time! If you're currently using LibWizard Lite, but want to take the full version of LibWizard for a spin, contact our Springy Sales team for a quote!

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 Lite system settings and language settings, Admin users will find options for customizing the overall appearance of their LibWizard Lite 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 Lite.

Learn more

Step 2. Add user accounts

This is where you can start giving your colleagues access to LibWizard Lite. 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 and surveys, 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 Lite system. Any admins in LibWizard Lite 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 Lite user in any form or survey.

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 and surveys

LibWizard Lite allows you to create and set up an unlimited number of forms or surveys. 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. 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 or survey. 

Setting up your forms and surveys can be a collaborative effort, especially if you'll have multiple staff members managing them, collecting submission data, and running reports. 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 Lite -- with a link to each component's "everything you need to know" Springboard and some common examples -- follows: 

Step 5. Share and embed your forms and surveys

Once you have your items setup, you can start receiving submissions by sharing and/or embedding them. Every form and survey 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.

Learn more

Step 6. Viewing and analyzing submission data

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

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?
  • 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 and survey, as needed?
  • Has each user been introduced to LibWizard Lite, including what they have access to, how to create new content, what the difference is between the two components, and how to run reports?

Forms and Surveys

  • 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 and/or surveys to address the above needs?
  • Do your Regular users have access to the forms surveys that they need to?
  • Have you shared and/or embedded your forms surveys 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 Lite need to be notified of submissions, have you set up the proper submission notifications?

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