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UBC LibGuides: Guidelines

Guidelines and best practices for the creation and management of guides at UBC Library

Accounts

LibGuides accounts are issued to current employees:

  • Librarians (CWL login) receive a regular account, which can add and delete guides
  • Branch accounts (LibApps login) are also regular and allow for updating of guides during absences and help to facilitate reviews of guides
  • Staff (CWL login) receive an editor account which can be added to any guide, as appropriate
  • Students (LibAopps login) are not issued individual accounts, but use branch student accounts which are at the editor level and can be added to any guide, as appropriate
  • Admin accounts are issued based on roles

Full details on Accounts, including branch and student-branch account details, are found in the LibGuides CMS Guidelines

New individual employee accounts can be requested through this form

Contact Info Guidelines

LibGuides are intended to support students with library instructional content. All LibGuides must have clear public ownership and contact information for one of the following:

  • A librarian
  • Multiple librarians (by campus or to represent shared responsibilities)
  • A team or branch (Ex. Teaching and Learning Team or David Lam Library)
  • A general library contact such as those listed on the AskUs portal

Best practice: Include an AskAway chat widget (listed in reusable objects)

Contact Info Default Settings: Profile Box

DRAFT: The built-in profile boxes have been reconfigured to be added to the main content column, not underneath the side-nav menu

  1. Label the profile box as "Contact for Research Help"
  2. For individual librarian profile box
  3. profile boxes are designed for one person; we have more complexity to convey to library users
  4. profile boxes are built to display underneath the side navigation which puts contact info above all other guide content on mobile devices
  5. profile boxes have built in contact information fields that are out of step with what users need to connect with us
  6. profile boxes have limited photo size options and are dependent on photos by design
  7. profile boxes, when enabled, populate a public "directory" of LibGuides accounts holders: https://guides.library.ubc.ca/prf.php which is an incomplete list of library employees and is again entirely image based by design

Steps to disable the built in profile box

 

Below are XX options for communicating contact info on each guide

Single Contact Person Template

Dual Campus Contact Info Template

Team/Branch/Unit Contact Info Template

Generic Services Contact Info Template

Below is a reusable box that you can insert into your guide, as appropriate