Beanstack for Libraries
Delve into articles, how-to instructions, and guides geared toward libraries using Beanstack.
Getting Started
Managing Account Creators & Readers
- How to reset an account creator’s password
- How to add an offline account
- How to create a new staff or administrative account
- How to view who has different levels of staff/admin access on your site
- How to add a reader to an existing account
- Libraries: How to find and manage reader accounts
- How to transfer a reader from one account creator to another
- How to change the access level of an existing account
- How to delete a reader
- How to delete an account creator
- How to update an account creator’s information, like username or email address
- How to import library accounts via CSV
Managing Groups
- Libraries: How to create accounts for readers and groups
- How to mark an entire group as having completed a challenge
- What if a group wants to log “all at one time,” but they have different ages of kids?
- How to turn on/off the ability for participants to register as a group
- How to add a new group to an existing group account
- How to register a class or group from the reader view
Managing Readers in Challenges
- Libraries: How to enroll a reader in a challenge from the admin view
- How to register a returning reader for a challenge
- How to add and view notes for readers
- How to log past reading for a new offline reader account
- How to remove an achievement badge from a reader’s profile
- Libraries: How to complete a challenge for one or more readers
- How to enroll a new reader in a past challenge
- Libraries: How to view a reader’s earned achievements
- How to view reviews written by a specific reader
- How to add a review for a reader
- Libraries: How to log activities and complete badges for a reader
Common Troubleshooting & FAQs
- How far into the past can users back-date reading?
- Why do the badges for a reader not appear to match up with their challenge participation (i.e., minutes read, activities completed)?
- A reader or account is in our system twice as a duplicate. What should I do?
- If I go to “Find a Person” and enter the branch name, will all readers at that branch appear?
- If I’m adding a reader from the admin view, are they automatically enrolled in a challenge?
- Why don’t I see the registration badge or reward listed for someone who is enrolled in the challenge?
- When do readers' ages update automatically?
- What do I do if someone selected the wrong challenge upon registering and the right challenge is no longer showing up for them?
- How to successfully transition leadership of your Beanstack site
- Registration Errors: Trailing white spaces and other issues
Managing Reader Logs & Other Actions
Site Setup
- How to turn off logging or the ability to log for your site
- How to require readers to enter a book title when logging
- How to show reviews on your landing page
- How to change the registration fields collected on your site
- Logo Linkback: How to link back to your library’s site on Beanstack
- How to restrict your site to activities-only logging
- How to set up batch logging or the ability for a reader to log more than one book at a time
- How to restrict back-dated logging
- Is it required to collect age with Beanstack?
- How to edit your welcome email
- How to promote the mobile app on your web sign-in page
- How to add answers to registration fields like school, partner, or custom questions
- How do I enable or disable Friends and Leaderboards on my library’s site?
- Libraries: Achievements process, standards, and upcoming content
- Where do messages submitted via “Contact Us” at the bottom of our site go?
- How to add/remove the registration reminder message about drawing winner notifications
- How are schools listed to registering readers?
- Can accounts share duplicate email addresses and phone numbers?
- When do participants receive the welcome email?
- How to turn off the ability for readers to register for your Beanstack site
Challenges
- Libraries: challenge setup details and best practices
- How to make a challenge ongoing
- Are challenges restricted to logging just books or minutes? Can they be based on something else like attending events or points?
- What are event types and are they recommended to readers?
- Using non-repeatable or repeatable activity badges
- Can I edit the notification email readers receive when they earn a reward?
- How to remove the ability for readers to log reading, and only log activities, at the challenge level
- How points challenges work
- How to set up a points-based challenge
- How to create points badges
- How to manage my site’s points system
- How to activate points site-wide
- Sponsored badge imagery: iREAD, CSLP, and TD Bank
- Logging by events (not using activity badges): How to update the events from which people may select
- How to review your site in preparation for summer reading
- Can I end an ongoing challenge and replace it with a new one?
- Activity badge ideas
- How to include a survey with your challenge
Library Tandem Connections
- How a reader can link to their school profile with tandems
- Best practices for implementing and promoting tandems at your library
- Libraries: How to identify a tandem linked reader from the admin view
- How a library reader can revoke or replace a tandem link
- How to view data about tandems on a library site
Reader Experience
- How to view the reader experience
- How to log for a group - individually
- How to log for a group - all at one time
- How to log reading from the reader view
- How to edit or delete a reading session on the web
- How to view your overall progress in a challenge
- How readers can add a custom profile image on the web
- How to add and delete readers from the reader view
- How to share a reader with another account
- How to log activities from the reader view
- How to reset a forgotten password as a reader
- How to update an account creator’s password from the reader view
- How to enroll in an ignored challenge from the reader view
- How to log minutes using the web timer
- How to earn points from the reader view
- How to set up personalized book recommendations as a reader
- How to edit a text box response from the reader side
- How to view a challenge log or overall reading log as a reader
- How to create a Wish List
- How readers can print their own reading logs
- An account creator tried to reset their password but is seeing a message that says “Invalid Token.” What does that mean?
- Why is a reader seeing log types that are not a part of the challenge in which they are enrolled?
- How readers earn and view achievements
- How to create an account and add readers
- How do readers add friends and view their leaderboards?
Reports & Insights
- How to use Insights on your library site
- Libraries: Reports Data Dictionary
- Who has access to library Insights and Reports?
- How often is the data in Insights updated?
- The difference between a challenge report and a general report
- How to compare a current challenge to a past challenge in Insights
- Libraries: How to customize your Insights dashboard
- What reports can I view about library account creation/registration?
- How to send an email to all accounts or all challenge participants
- How to view offline reader participation data using reports
- Regional Reporting Sites
- Why are my results in Insights showing up as negative percentages?
Content
- How to allow readers to write reviews
- Who can see approved reviews?
- How to display events on your site's landing page
- What are picture reviews?
- How to add announcements to readers’ personalized emails
- How to set minimum and/or maximum character amounts to reader book reviews
- How to add events to recommend to readers
- What format should we use for video reviews?
- How to approve or reject reviews
