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LibGuides Standards and Best Practices

Overview

Tasks related to reassigning ownership of guides:

  • Choose new guide owner
  • Decide whether to reassign assets to new guide owner

Why Change Guide Ownership?

  • allow someone else to edit a guide
    • Note: editing access can be provided more efficiently by adding someone as a guide editor, rather than by changing ownership.
    • Everyone in Instruction and Research Services can edit any guide, so the following are the most likely rationales for changing guide ownership.
  • for guides that display a profile box, leverage default display of current guide owner's profile
  • identify the (internal) contact person for a guide (e.g., guide owner is displayed under Content > Guides in staff mode)

Who can Change Guide Ownership?

  • the owner of a guide
  • regular accounts that have "Edit All Guides" permission
    • Note: everyone in Instruction and Research Services has this permission.
  • admin accounts

Public Display Implications of Guide Ownership

Internal Implications of Guide Ownership

  • Guide ownership may inform whom to contact with questions about a guide.
  • For guides that contain profile boxes, since the guide owner will be the default profile displayed, reassigning guide ownership has implications during temporary reassignment of liaison responsibilities.
    • If liaison responsibilities change temporarily, the profile box displayed can be manually changed, but this breaks the automatic display of the guide owner's profile, requiring follow-up changes to the profile boxes after more permanent liaison changes.
  • When an account is deleted (e.g., after a retirement), the account deletion process requires a one-time batch reassignment of all guides to one other account.
    • If guides aren't batch-reassigned to the new permanent owner at this point, they will need to be individually reassigned later.

How to Change Guide Ownership

  1. go to Content > Guides
  2. locate the desired guide and click the corresponding Change Guide Owner icon link
  3. select an account from the Select new guide owner... dropdown
  4. check the box for Reassign ownership of individual assets on this guide to the new guide owner.
    screenshot of the Change Guide Owner dialog with a red arrow pointing at Christy Allen's name in the dropdown list and a red arrow pointing at the Reassign ownership of individual assets checkbox
  5. click the Save button

Note that the change in guide ownership takes effect immediately. If the change prevents you from access to the guide you may need to ask the new guide owner, or an admin, to add you as an editor of the guide (or to change the guide ownership back to you).

Don't Forget about Ownership of Assets!

  • Changing guide ownership does not necessarily change ownership of the assets on that guide.
  • When you change guide ownership, you're prompted as to whether or not you want to change ownership of assets on that guide.
    • Everyone in Instruction and Research Services can edit any asset so this consideration doesn't apply to guides transferred to folks in this division (but it might make sense to also transfer ownership of assets on that guide).
  • You can also manually change ownership of individual assets.