1. Onboarding Integrations Checklist

This checklist is designed to capture as much information about the library and its needs as possible by covering areas like basic library information, system information, third-party integration points, authentication, and analytics. The implementation team is available to assist each library with this information.

2. Site Set Up

The Stacks support team will create your site and go through the checklist to verify all of your details. Using the information provided, the team can kick start the setup by configuring initial integrations, setting up Google Analytics and related accounts, activating site search and ILS integration, and activating integrations with other third-party tools. The Stacks support team may contact you at this stage for additional information if required.

3. Training

Stacks implementation includes a half-day training program and robust training and help materials. Three sessions will be provided focusing on Administration, Content Editing and Content Best Practices. This includes 24/7 access to manuals, video tutorials, and the ticket support desk.

A user guide, access to customer service by email or phone, and a comprehensive searchable help site is available at no additional charge. Additional training may be scheduled as needed and Stacks offers content migration support for libraries that want some help with the heavy lifting.

Please see the Stacks’ Information Architecture & Writing for Mobile for more information regarding the Stacks’ methodology.

4. Information Architecture

Before accessing the site itself, the support team will provide a package that guides the library through outlining a high level menu structure for the site. This will provide the basics of what will live where and help us advise you on how to create and structure content during training. This ensures that we are able to tailor your training program and maximize its value.

5. Content Development

The Stacks support team will work with the library to scope, configure and launch its website.  At the time of deployment, day-to-day maintenance, such as event postings, content updates, hours of operation, etc. will be managed by library staff through an easy-to-use dashboard. From one location, this dashboard offers access to all the product features and each user can adjust it to suit their preferred daily workflow. The library will be responsible for creating all content unless otherwise negotiated.

6. Go-Live

Once the site is populated with content and all users have been configured, it’s time to share it with the public. The support team will work closely on changing over DNS settings to ensure a smooth transistion. EBSCO and Stacks are more than happy to coordinate with your public relations or marketing teams in order to time the go-live with dates or events that are important to you and your stakeholders.


For more information, contact your EBSCO representative.