# Questions? We have answers.

## Summary

**Libraries** contain unique configurations of analysis features, permissions, and settings that are applied to engagements that your teams can use. Only one library can be applied per engagement, but any one library can be applied to any number of engagements.

All of the settings in your custom libraries are based on [MindBridge default libraries](https://support.mindbridge.ai/hc/en-us/articles/360056329574-MindBridge-libraries-Overview) which offer a wide range of [financial ratios, filters, risk scores and more](https://support.mindbridge.ai/hc/en-us/articles/360056329614-Library-management-Overview#h_01HBER7DDEYENCNVPXGEP8EWKA), right out of the box.

Learn how to manage your custom libraries in MindBridge.

- [Overview of library settings](https://support.mindbridge.ai/hc/en-us/articles/360056329614-Library-management-Overview#h_01HBER7DDEYENCNVPXGEP8EWKA)
- [Create a library](https://support.mindbridge.ai/hc/en-us/articles/360056329614-Library-management-Overview#h_01GY845BNCVENQCEYPCW8Y30RZ)
- [Edit a library](https://support.mindbridge.ai/hc/en-us/articles/360056329614-Library-management-Overview#h_01FCTQ9X55BPYDJXY0ZS436635)
- [Archive a library](https://support.mindbridge.ai/hc/en-us/articles/360056329614-Library-management-Overview#h_01FCTQA3CWG1CXQ7WZSD96QWM8)
- [Delete a library](https://support.mindbridge.ai/hc/en-us/articles/360056329614-Library-management-Overview#h_01FCTQABST4G7NREPRJG9WR7WQ)

**Note:** Learn more in the [Libraries](https://academy.mindbridge.ai/learn/course/116/libraries?generated_by=27981&hash=0f23b44603976b217bb2d346b507fb581fa86a68) course available on MindBridge Academy.

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## Go to a specific library

**Note:** Only **App Admins** can access the _Libraries_ tab. [Learn about user roles](https://support.mindbridge.ai/hc/en-us/articles/360056394954)

1. Select the **Admin** icon (  ) near the bottom of the MindBridge [sidebar](https://support.mindbridge.ai/hc/en-us/articles/360056334994) on the left side of the screen. You will go to the _User management_ tab on the _Admin_ page by default.
2. Go to the **Libraries** tab. The libraries listed on this page are available for use by your team.
3. Open the **Actions** menu to the right of the library you want to see.
4. Select **View Library**. The library will open and you will go to the _Library details_ tab be default.
5. Optionally, select the tab for the [analysis type](https://support.mindbridge.ai/hc/en-us/articles/360058198913)\* you want to see settings for (e.g., _General ledger_).

\* **Note:** Analysis types created from configuration files for _Transaction Risk Analytics_ ("TRA") will not display additional tabs for each type. Instead, all settings for TRA analyses are contained within the configuration file itself.

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## Overview of library settings

**Tip:** Review the [_Library details_](https://support.mindbridge.ai/hc/en-us/articles/4685618640407-Library-settings-Library-details) article for information about the settings available on that tab.

Each analysis type has library settings that can be configured. When you update the library settings of one analysis type, it will impact _all analyses of that type_ in _new engagements_ that use the given library.

The following settings can be configured within the library:

| **Section** | Description | Available in analysis type tab |
| --- | --- | --- |
| [Analysis configuration](https://support.mindbridge.ai/hc/en-us/articles/1500005592141) | Control which analysis results dashboards and reports your team can access, as well as other analysis tools and settings. | - General ledger |
| [Ratios](https://support.mindbridge.ai/hc/en-us/articles/360056329634) | Control which default and custom financial ratios your team can access in analysis results dashboards. | - General ledger |
| [Filters](https://support.mindbridge.ai/hc/en-us/articles/360058193293) | Control which default and custom filters your team can access in analysis results dashboards. | - General ledger<br>- Accounts payable<br>- Accounts receivable |
| [Populations](https://support.mindbridge.ai/hc/en-us/articles/13640339540631) | Control which custom populations of data your team can access in analysis results dashboards. | - General ledger |
| [Segments](https://support.mindbridge.ai/hc/en-us/articles/13640494569111) | Control which custom segments of data your team can access in analysis results dashboards. | - General ledger |
| [Risk scores](https://support.mindbridge.ai/hc/en-us/articles/360061668293) | Control which default and custom risk scores (and associated [control points](https://support.mindbridge.ai/hc/en-us/articles/360057582953)) should be run against the data your team will import. | - General ledger<br>- Accounts payable<br>- Accounts receivable |
| [Risk ranges](https://support.mindbridge.ai/hc/en-us/articles/13640223743383) | Create unique risk range thresholds for low, medium, and high risk items, and manage how each unique range should be applied to risk scoring in the analysis results. | - General ledger |
| [Custom control points](https://support.mindbridge.ai/hc/en-us/articles/13641133350935) | Create new [control points](https://support.mindbridge.ai/hc/en-us/articles/360057582953) based on your firm's methodology and organizational goals. | - General ledger |

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## Create a library

All newly created libraries acquire settings and permissions from one of two places:

- An existing library (when creating a new library, this is referred to as a **base library**), which may be one of MindBridge's default libraries or a custom library you've created.
- A library configuration file (reach out to your CSM or Account Manager for details).

MindBridge offers [default libraries](https://support.mindbridge.ai/hc/en-us/articles/360056329574) that can be used as-is, or as a base library when creating new custom libraries. New libraries are configured and maintained by an _App Admin_ in your tenant, and contain tailored analysis, risk, and presentation settings to suit specific industry, organizational, and reporting needs. Libraries created by your firm can be used across your whole tenant to help standardize your teams' workflows within MindBridge.

[Learn how to create a new library for GL, AP and AR analyses](https://support.mindbridge.ai/hc/en-us/articles/360058192113)

[Learn how to create a new library for TRA analyses](https://support.mindbridge.ai/hc/en-us/articles/19758804945431)

**Note:** _App Admins_ may restrict how much control users have over control points via the risk scoring permissions in the _[Library details](https://support.mindbridge.ai/hc/en-us/articles/4685618640407)_.

---

## Edit a library

On the _**Library details**_ tab, you can change the library name and [update the default delimiter](https://support.mindbridge.ai/hc/en-us/articles/4784872400535#01FY7HYTA6PH50XDRH5B2MWKQ2) used in the data.

Once the library has been created, you cannot add, remove, or update any assigned [analysis types](https://support.mindbridge.ai/hc/en-us/articles/360058198913), [industry tags](https://support.mindbridge.ai/hc/en-us/articles/360058192093), or [account groupings](https://support.mindbridge.ai/hc/en-us/articles/360056329594). Some library settings can be overridden at the [engagement](https://support.mindbridge.ai/hc/en-us/articles/360055740054) or [analysis](https://support.mindbridge.ai/hc/en-us/articles/13638835009559) level, but these changes will not affect the library itself.

Other settings (such as filters, ratios, populations, etc.) can be updated as needed, however, because library settings are copied into engagements at a specific point in time, updates to a library will not affect existing engagements using that library. To start leveraging updates, your team must [create a new engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694) to incorporate these changes.

### Library usage

This section displays a list of organizations and engagements currently using the given library.

To view an engagement, select the **drill-down** icon (  ) in line with the one you want to see.

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## Archive a library

Archiving a library will have no impact on existing engagements using the library, but archived libraries will no longer appear as a selectable option when [creating a new engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694).

1. From the _Admin_ page, go to the **Libraries** tab.
2. Open the **Actions** menu to the right of the library you want to archive.
3. Select **Archive Library**. The library will be archived immediately.

### Unarchive a library

Unarchiving a library restores it to an active state, and allows it to be selected when creating a new engagement.

1. From the _Admin_ page, go to the **Libraries** tab.
2. Open the **Actions** menu in line with the library you want to restore.
3. Select **Unarchive Library**. The library will be restored immediately.

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## Delete a library

Libraries that have been created and are _not in use by an engagement_ and that _have not been used to create another library_ can be deleted as desired. If the library is in use, this option will not appear.

1. From the _Admin_ page, go to the **Libraries** tab.
2. Open the **Actions** menu to the right of the library you want to delete.
3. Select **View Library**. You will go to the _Library details_ tab on the _Libraries_ page.
4. Select **Delete**, located near the top-right of the page. A confirmation window will appear.
5. Select the checkboxes to acknowledge the warnings, then select **Delete**. You will go back to the _Libraries_ tab and the library will be removed from the list.

**Note:** Deleting a library cannot be undone.
