LIbguides Presentation: Getting Started as Admin (Jennifer)

This is my plan...

Step 1: Customize the System Settings

Step 2: Design Your Homepage

Step 3: Create Subject Categories

Step 4: Create Your A-Z List

Step 5: Add Some Users

Step 6: Make a Guide (covered in Basic LibGuides session)

Step 7: Design the Look

Select "System Settings" from the Admin menu.

It's especially important to:

• Name your system
• Assign a contact/support email
• Add or correct institution URL
• Add your proxy URL
• Add your Syndetics client ID

Remember to scroll down to add your social media accounts!

Select "Look & Feel" from the Admin menu.

Then select the "Homepage" tab.

Here you can:

• Change from the default homepage to a specially designed guide
• Select a default view for guides browsing
• Add and remove homepage boxes.

Remember to scroll down to:

• Add or edit intro texts
• Select featured profiles
• Customize the help box.

Select "Subjects, Tags & URLS" from the Admin menu.

By default, the Subjects tab will be selected.

Here you can:

• Add new subjects
• Associate librarians ("Subject Experts") with subjects
• Associate guides with subjecs
• Delete subjects

Select "Assets" from the Content menu.

Select the "A-Z Database List" Tab.

Here you can:

• Add or edit individual databases
• Upload an Excel list of databases for importing (see link below for more instructions)
• Create and manage database types
• Create and manage database vendors

Select "Accounts" from the Admin menu.

Here you can:

• Add new Accounts (look for Add Accounts button)
• Delete users (look for X to right of user name)
• Change user access levels (look for gears to right of user name)

Select "Look & Feel" from the Admin menu.

By default, the "Header / Footer / Tabs / Boxes" tab will be selected.

Here you can:

• Upload a banner image or customize using HTML
• Code a customized page footer
• Change the color and shape of boxes, colors of fonts, and prevent users from changing these settings

What's the big deal about admin privileges? You can do all this crazy stuff:

• Add and edit the A-Z List
• Add and edit icons
• Add and edit the Image Manager's shared library
• Customize all those System Settings
• Do a data export. Cause you can.
• Search and Replace. This is power.
• Run reports for homepage statistics and content summary