Using LibGuides 2.0

This guide provides information related to setting up your LibGuides account, creating and editing LibGuides, as well as the standards that are in place for how LibGuides should generally look and feel.

Login and Edit Your Profile

To log in go to https://unc.libapps.com/libapps/login.php and enter your email and password.

If you need to change your password for any reason:

  1. Click on My Account (on the top bar next to Home)
  2. In the My Account tab, check your email address and name
  3. Type your new password in Password
  4. Click on the blue check box to confirm

From the LibApps Dashboard (your LibGuides Admin home page), you can edit your profile box:

  1. Click on My Profile (on the top bar next to My Account)
  2. Edit the information in the Profile Box tab
  3. Click Save Profile
    **
    Note: If you’d like to have a chat widget in your profile box, contact Kim or Chad.

Create a New Guide

You can use the following steps to create either a new Subject Guide or a new Course Page:

  1. Click on the blue LibApps Dashboard button in the top left corner and select LibGuides
  2. Click on the create guide link next to the plus sign in the LibGuides Shortcuts box. You can also create a guide by going to the Content tab on the top bar and selecting Guides. Click on the Create Guide button at the top. 
  3. Select the appropriate Group Assignment. The University Library Groups are:
    • Course Pages - pages created as part of library instruction for a specific course
    • Subject Guides - University Library - Subject guides created by University Library staff
    • Librarian Profile Guide - pages created to replace the default librarian profile
    • Collections Group - pages created to provide a collection overview
  4. Select Copy an Existing Guide and choose Guides at My Institution.
  5. Type three asterisks [ *** ] in the search box and choose the template associated with the type of guide you are creating.
  6. Create a Guide Name, which will appear at the top of every page in this guide. If you need to change it later, click on the guide name at the top of the page and an edit box will appear.
  7. Create a short description of the guide if desired. 
  8. Select the Guide Type that cooresponds to the guide's Group Assignment.
  9. Click on Create Guide at the bottom of the box to open your new guide.
  10. You can add subject associations to your guide by clicking on the pencil icon in the top left corner next to Subjects

Create your Home Page

Subject Guides

If you are creating a subject guide, the guidelines require a set homepage with two boxes. 

  1. A description of your guide; what kind of information is provided within this resource and a description and link to all the pages in your guide.
  2. The librarian profile box for the owner of the guide (appearing on the right hand side).

If there are tabbed pages in your guide, provide links to the tabs along the top. For example:

  • Your first tab - explanation of what is on this tab
  • Your second tab - explanation of what is on this tab
  • Your third tab - explanation of what is on this tab

Course Pages

Because course pages are based on working with a specific class and instructor, there are no requirements for the homepage. To change the layout of the page, click on the Layout button at the top and select the ratio you would like. 

Librarian Profile Guides

With librarian profile guides, they should only be a single page with the librarian profile appearing on the left hand side.  If there is a list of guides included on the page, use the Guide List asset.

Collections

The collections home pages should have a librarian profile on the left and a collections overview in the center column. There are two optional boxes for a feed of the subject librarian that supports the area's subject guide list and for a list of related links box.  These guides should also have only two other tabs in the guide, cooperative collection and featured collections.

Tips for home pages

  • If you have a multipage guide, you want your home page to act as a guide for someone that lands on your page, but doesn't know what they are looking at. 
  • You can edit the content of a profile box on an individual guide's home page without altering your default profile box. To do this click on the pencil in the top right corner of your profile box to create a custom profile for your guide.

Add New Pages / Tabs

Tabs denote pages within a guide.  If your guide uses tabs, choose a short name that describes the content on each tabbed page.  To create a new tab in your guide:

  1. Click on the plus [ + ] button next to your existing tabs. 
  2. Choose a short page name, and leave the position as Add as a top level page for this new page to be in your guide's row of tabs, and click Save
  3. You can change the friendly URL of each page by clicking on Page URL in the gray box at the top of the page
  4. If you want to change the title of your page after it's been created, select the Page button indicated by the gear icon and choose Title / Description
  5. You can go back and reorder your pages later by going to the Page button at the top and selecting Reorder / Move Pages

Things to note about adding new pages:

  • You want the tab name to be a good indicator for the content of the page and how that content in different from the other pages you have (i.e. if you have a tab called "home" and a tab called "general", what is the difference?)
  • You should never use the options for creating subpages without prior approval from Kim or Chad.
  • You should never use the option to redirect to a new page outside of the guide.
  • You should never have more than one row of tabs for your guide.
  • You can add a friendly URL to a tabbed page. Be sure to include the name of the guide in your URL.  For example, if the guide's URL is guides.lib.unc.edu/econ, the tab's URL should be guides.lib.unc.edu/econ/newtab

Create New Boxes

To create a new box:

  1. Click Add Box at the bottom of the column you want to add content to, choose a box type, add a title, and choose its position on the page. In some templates, you also have the option to add a top or bottom box that spans the entire width of the page.
  2. Then click on Save

After you've created a box, click on pencil icon at the top to change the name, the X button to delete, and the Add / Reorder button at the bottom to add content. 

For more information about the different box types available, see the Box Tips box on the Tips to Know tab.

Reuse Content

You can reuse any box created by any user in the LibGuides system, either by copying or linking to the box. 

The LibGuides team has also created some boxes that you may find useful, such as chat widgets to most University Libraries, a catalog search boxes, and library services (ILL, CDR, etc). These boxes are in the guide labeled "*Master boxes for reuse."

Reuse a box

  1. Click Add Box, and choose the Reuse Existing Box tab
  2. Choose the guide with the box that you want to reuse, and select the box to be reused.
  3. Give the box a title, and choose it's position on the page.
  4. Choose whether you'd like to copy or link to the box.  If you want to copy the box, check the Copy checkbox.
  5. When finished, click Save to add it to your guide.

Copying Boxes vs. Linking to Boxes

Linking to a box maps to an existing box in another guide; you cannot edit a linked box in your guide. If a linked box is edited by its creator, it will be updated in your guide as well.  To link a box, leave the “Create a copy of this box rather than mapping to the original…” option unchecked at the bottom.

Copying a box allows you to edit a box created by another user in your guide.  To copy a box, check the Copy box beside “Create a copy of this box rather than mapping to the original…”.  If their are any changes to the original, they will not be reflected on the copied box.

For boxes reused from *Master boxes for reuse, we suggest linking to them instead of copying.

Publish and Share Your Guide

Your guide needs to be made public for anyone to view it.  There are two main steps in the process:

  1. Updating publication status in LibGuides
  2. Adding course page or subject guide to UNC Libraries guides database

To publish your guide in LibGuides:

  1. In the drop-down menu on the top right which lists the publication status, choose Submit for Review

If desired, you can create a friendly URL for your guide:

  1. Click on the pencil button next to the URL at the top of your guide 
  2. Type a short name that can be easily shared in the space after http://guides.lib.unc.edu/ — the name may consist of lowercase letters and/or numbers (NO spaces).

To add your guide to the UNC Libraries guides database:

  1. Get approval to make the guide live - (approval process)
  2. Go to https://intranet.lib.unc.edu
  3. Under Resources For Your Job, select Web Admin Tools
  4. Choose either Course Pages Admin or Guides Admin
  5. Click on Enter a new guide/metadata record
  6. Enter guide’s information in the form and submit
  7. Return to either the Course Pages Admin or Guides Admin page and click Activate a record to make it visible
  8. Select the course page or subject guide you just entered and Activate page
  9. Your guide should be available immediately

Add Editors

  1. To add an editor to a guide, click on the gear icon on the top right and select Guide Editors.