Libraries are powerful tools that help to organize data from different sources in a centralized location to help you understand research, competitor, and marketing data.
>>> This article is for Researchers and Insights Experts.
FYI - You might know Libraries by another name - check out our glossary to find out!
To add content to a library:
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Go to the Libraries app from the left-hand side navigation bar
2. Switch to the curate view from the top of the page
3. Go to the needed Library
4. Open a library board by clicking on it
5. Click “Edit” in the top right corner if you opened an existing library board
The fields on the board will all become editable.
6. Find the field where you want to add content
7. Type in, paste, or upload content
Your input will save to the board automatically.
8. Click the “Publish” button in the top right corner when you are done adding content
A new window will pop up prompting you to choose who will be able to view your library board – this is where you define permissions for your project. You will have three options to publish your project.
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All Employees: |
The entire user community will be able to see your research |
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Specific Promotor Group: |
A limited number of users will be able to see and promote the content |
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Specific Viewers: |
Your library board will be shared with a specific group or users |
9. Select the option that best fits your publishing needs
10. Click “Next“ in the top right corner of the window if you selected “Specific Promotor Group“ or “Specific Viewers“
On the next screen, you will select the viewers and promoters (if applicable) from a dropdown.
11. Select your audience from the dropdown – you can select one or more individual users, or you can choose a group
12. Click on the “Publish” button in the bottom right corner of the window once you have selected your audience
The new content will save automatically and become immediately visible to your target audience.
Once you have published your library board, another window will pop up prompting you to share your content with other users. This step is optional.
Insider Tip:
- Only users with special permission can add and edit library boards