LibGuides 2.1.8 Update

It’s an exciting week – a new month is starting, school has started / is starting, and we’re getting another LibGuides release ready for you! As usual, there are some big things, some small-but-big-impact things, and some bug fixes coming your way. This release is currently slated to go out on Wednesday, September 2, 2015.

LTI Updates

There is some great new functionality coming out for LTI, but don’t worry – all of the functionality currently available will still be available. The two new options are:

  • E-Reserves Courses: Embed a course from your LibGuides E-Reserves module right into a course site. Course readings right where they need to be – with the rest of the course information!
  • Full LibGuide > Select Matching Guides(s) By Their Metadata (a.k.a. Smart Search): An automated function, where a field in your LMS is related to a Metadata field in your LibGuides system and tool does the rest of the work: matches the two fields and returns the right guide link(s) to your LMS. There’s even a Failover URL option – if there are no matches to guides in your system, users will still see a useful page vs. a 404 error.This function allows LMS Administrators to add the tool to the base course shell, so it’s added to all courses, without any additional work on their part. On the part of the librarians / guide authors, all you need to do is add the proper Metadata information to your guides, and voilà! They’re automagically pulled into the appropriate class(es) in your LMS.

More information about both of these options will be available in our LTI guide shortly.

We also made a little change to the way links work in guides embedded via LTI / widgets:

  1. Guide navigation links open in the current window.
  2. Links to content contained on the current page (e.g., box links in side-nav), open in the current window.
  3. All other links (external links in content boxes, navigation configured with a redirect URL) open in a new window.

Internal Discussion Boards (CMS only)

Ever need a place to have a convo about your system or about a guide and end up having it in email? Email no more! With Internal Discussion Boards, you get:

  • one system-level board that all account holders have access to, so you can have those internal discussions, and
  • one guide-level board for each guide in your system, where folks who have access to the guide can talk about things relating to that guide!

This is fantastic for the Publishing Workflow or for guide convos in general – instead of having to have conversations about the guide via email, you can have it in the guide’s Discussion Board!

Discussions can be marked as Questions, too, so you can ask questions and mark the Best Answer from the replies you receive. On Discussions that aren’t marked as Questions, you can mark a reply as Helpful, making it stand out on the page. Opt-in to emails to follow a Discussion and always be in the know on new replies, even if you don’t comment on the thread itself!

We have a help guide in the works with all of the details – it’ll be linked here as soon as it’s ready.

Other Additions, Modifications & Fixes

  • Sorting, including exclusion of initial articles: Sort books, links, Databases, files, and E-Reserves items…and it ignores a, an, and the to boot!
  • Language Options Labels: We added labels for the “All” filter on the A-Z page, “View More Results” in Widgets, and everything on the E-Reserves form. Everything. (For those of you who have translated for us in the past – or would like to help us out – we could use some help translating these new options!)
  • Statistics:
    • Publication Status filter has been added to the “All Guides” filter options. (Note: this filter only relates to the guide’s current status.)
    • Older LibGuides v1 statistics (monthly stats, prior to July 1, 2012) are accessible in your v2 system stats.
  • E-Reserves (yes, more!):
    • New E-Reserves link in Dashboard LibGuides Shortcuts box – only visible if the user has access to the E-Reserves area. If an Editor level user only has access to E-Reserves, that is the only link that will appear in that box.
    • Courses Screen: Course password now visible in the table.
    • Course Management Screen:
      • Sort items in folders, or folders themselves, by title.
      • If the default area of the page (outside of all folders) is empty, it does not display on the public side.
    • Items Screen:
      • New Item Type! Instructor Files, for syllabi, etc., that faculty would like to upload to their course.
      • Article Item Type: New field – DOI.
      • Item password now visible in the table.
    • Requests: Delete individual Requests.
    • Settings: Set the default list for er.php (Courses, Instructor, etc.).
  • New Widget: Thanks to LTI, we have a new E-Reserves Course widget!
  • Customer Type: This field has been moved out of LibGuides > Admin > System Settings into LibApps > Admin > Manage Customer Record.
  • We’ve updated to FontAwesome 4.4.
  • LibApps: The My Account screen now lists all sites where you have accounts along with your account level and that system’s admin.
  • Fixes:
    • A-Z page filters are no longer blank on mobile devices.
    • Subject & Tag links in the guide info pane (on the homepage list of guides) now work properly.
    • Email Me Label: Label updates everywhere when changed in Language Options area.
    • Add Box / Add to Group was adding to the bottom rather than the chosen location. It now adds to the proper location.
    • Statistics:
      • Regular level account users can now see page referrers.
      • Regular & Editor level users can now get to E-Reserves stats.
    • Templates: content_box_boxID keyword no longer displays on all pages when set to only display on the homepage.
    • E-Reserves: “Related Guides” box only shows Published guides in the list.
    • Guide Editors (CMS fix): If the guide is in a group and you add a guide editor who does not (yet) have access to that group, the process of adding them as a Guide Editor also adds them to the group.

 

LibStaffer 2.1 Update Now Live

The LibStaffer 2.1 update went live early this morning – check out all the cool new features we’ve added!

Site Admins please note: now that the 2.1 update is live, you have the option to merge your current LibStaffer accounts with your existing LibApps accounts. You don’t need to do this right away (it can wait, really!), but once you click the update users button and merge accounts, you’ll gain these three big benefits for your staff:

  • One account to rule them all – Staff will use the same login to access all of Springshare’s v2 apps.
  • Staff-Defined Weekly Schedule – Admins and Staff can edit their LibStaffer profiles and define their weekly schedules. Schedulers are discouraged from scheduling a staff member outside of these hours, and the auto-scheduler will also respect the hours they set. They can even add break times to account for lunches and the like!
  • Outlook Integration – Staff can enter their Outlook credentials to sync their LibStaffer work schedules with their Outlook calendars.

Ready to merge your LibStaffer and LibApps accounts? Admins, log in to LibStaffer and click the green button on the dashboard labelled “Update your accounts into LibApps.” In the meantime, check out the rest of the new LibStaffer features. There is a whole lot to love in this update! :)  New options for bulk changing and deleting shifts, expanded permissions for schedule-level admins, plus lots of Time Off updates. Happy schedulin’!

LibSurveys Update Now Live

We’ve rolled out an update for LibSurveys, and we have lots of new features to share with you!

New Form & Survey Builder

We’re delighted to share our revamped builder, which we’ve dubbed the Form and Survey Workpad. With the previous builder, we know that managing forms and surveys that contain many questions could become unwieldy. After several trips to the drawing board, we’ve hit on an approach that we think you’ll enjoy – rather than displaying a full live preview, we’re adopting a tile approach where each question is its own tile. Check it out:

Survey Workpad

As you’ll see above, each tile represents one of the questions in your form or survey. Reordering questions is still a simple drag and drop process, but with this more compact layout, reordering loooong lists of questions becomes much more fluid. Double click on a tile to open the question pane, where you’ll find the wysiwyg question preview and settings pane.

More New Features

  • Bootstrap – We’ve updated the look and feel of forms and surveys – they’re now bootstrapped and fully responsive, so they’ll look great on any device.
  • Updated Settings – We’ve tweaked the default settings for new Forms and Surveys to provide a cleaner, more responsive layout right from the get go.
  • Welcome and Thank You screens – We’ve added rich text enabled pages for “Welcome” and “Thank You” messages, so you can add an introductory and/or closing message for your forms and surveys! Just click on the “Welcome” or “Thank You” areas in the Workpad, and you’ll see a rich text editor pop up. Add images, edit fonts, change colors, insert tables, and add any other rich text content you’d like to make a great first or last impression.
  • Multi-Column Answer Display – Radio and Checkbox field responses can now be displayed in a 1, 2, or 3-column layout. This multiple column option is great for when you have a question with lots of possible answers and want more control over how those answers display.

Spam Control

LibSurveys already includes many spam prevention features, but for those who’d like a little extra protection against the forces of spam, we’ve added an enhanced Spam Control option to the new Welcome screen. We’re not huge fans of Captcha as it makes submitting a form harder on end-users, so after some research we’ve implemented a method that makes life harder for spammers yet keeps things easy for end-users.

Here’s how it works: when you enable enhanced Spam Control, we’ll add a new, hidden text field to your LibSurvey. This field must remain blank in order to submit the form. The idea is that when spammers target forms, they generally fill out all fields that are presented (assuming that some fields may be required, etc.), but in this case, filling out this particular field will prevent the LibSurvey from being submitted. For folks accessing your LibSurvey using assistive devices, they’ll see the field presented with clear warning language indicating the field shouldn’t be filled out. End result? Spammers are denied access, and end-users can submit forms with a minimum of friction. Awesome!

 

LibStaffer Update Coming Your Way August 24th

Our summer of updates continues! We’re planning to release a LibStaffer 2.1 update on August 24th. This update will include many frequently requested features and improvements, as detailed below.

One important point of clarification for all you admins out there – LibStaffer has been a “v2″ product since its original creation (it was our first product to be fully bootstrapped), and because of this, you won’t need to worry about migrating your content to a “v2″ platform (like in LibGuides, LibCal, and LibAnswers). We’re rolling out many frequently-asked-for updates and tweaks to the way calendars and schedules display, but the new interface is not a jarring/significant change compared to what you currently see. So just to be super duper clear, you don’t have to worry about migrating your LibStaffer content to v2 – you’ve been v2 from the get go. :)

New Tools

  • Schedule-level Administrators – We’re adding granular user permissions, so site admins can now elevate a regular level user to administer a single schedule (or schedules) within your system. These new permissions mean you can grant administrative oversight over the shifts and users associated with a single schedule, without granting administrative access to the system as a whole.
  • Staff Defined Work Hours – Individual staff members can now define their standard weekly work schedule as part of their LibStaffer profile. This helps to show your real working availability when admins are scheduling shifts, so you won’t be scheduled for shifts when you’re not in the office. You can even define multiple blocks of working hours per day to take lunch and other breaks into account!
  • Integration with LibApps Accounts – use the same login to access LibStaffer that you use for accessing all of Springshare’s v2 applications.
  • Outlook integration – We’re making it easy to sync your LibStaffer schedule with your Outlook calendar! Once this update is live, you’ll need to authorize the connection to Outlook from within your LibStaffer account – once authorized, LibStaffer will push your schedule info to Outlook seamlessly.

Calendar Management Updates

  • Schedule Display Improvements – We’re adding many enhancements to the schedule view, so it’s easier for admins to see at a glance which shifts have been given up, which may need coverage, and which have pending swap requests.
  • New Tools Menu – We’re adding several administrative schedule tools aimed at making bulk changes easy. The new Tools menu will include options for deleting shifts and shift assignments – either for a single day, or for a range of future dates, and you’ll also have the option to change all future shift assignments while editing a shift.
  • Auto Scheduler Updates – We’re adding a new control for the Auto Scheduler to limit the number of shifts per day that a staff member can work.
  • Holidays – Admins will see a new option to define “Holidays” – ie days when the regular schedule doesn’t apply. Holidays are excluded from the Auto Scheduler (so no one is automatically scheduled), and are prominently displayed in all schedule and time off views.
  • Printable Schedules – We’ve updated the print views, so schedules you print and post now look fantastic right out of the box.
  • New Timeline Views – We’ve added several new views designed to give you a high level overview of the staffing and schedules at your library.
  • Set Default Calendar – Each user can also choose which schedule they want to see by default.

Time Off Updates

  • View All Time Off – We’re making it easy for all LibStaffer users to view the approved time off for all staff associated with a schedule! Both Admins and Regular level users will see a new dropdown menu in the Time Off area, which will enable switching between viewing your own time off, and approved time off for anyone associated with a schedule.
  • Approval Not Required – Site admins will have the option to not require administrator approval for new time off requests. This will be a site wide setting found under Admin > System Settings.
  • Edit & Delete Time Off – both Admins and Regular level users can now delete future time off requests.

Important for Admins – Merging With LibApps Accounts

Once the update goes live on August 24th, Site Admins will want consider merging your current LibStaffer accounts with your LibApps accounts. You’ll see this option displayed on the Dashboard following the update – it’s not something you have to do right away (or even within the next year – it can wait!), but once you’ve merged accounts, the following will happen:

  • The login page for your LibStaffer site will change:
    • ex for our training site, our URL will change from https://libstaffer.com/login.php?iid=2 to https://springylib.libapps.com/libapps/login.php
    • Your site’s base URL (ex springylib.libstaffer.com) will automatically redirect to the proper login page, but bookmarks that point to the direct login URL will need to be updated
  • Logins for LibStaffer accounts will change:
    • If the LibStaffer account holder already has a LibApps account (matched based on email address), they’ll use that same username/password for LibStaffer
    • If the LibStaffer account holder doesn’t already have a LibApps account, we’ll create a new account in LibApps for them. These account holders will need to keep an eye out for a LibApps notification email, which will prompt them to log in and create a new password

And last but certainly not least, here’s a sneak peek of the new Schedule Management Page:

New Schedule

Watch ALA 2015 Springy Presentations By Guest Flash Presenters!

Whether you attended ALA in San Francisco, or not, you can still watch (and rewatch!) guest presenter’s Jessie Riggins (TBLC), Cathay Keough (Delaware Libraries), Aaron Dobbs (Shippensburg University), and Louise Hilton with Andrew Tadman (EBPRL) presenting on their use of Springy Tools!

Jessie Riggins

Jessie Riggins

Using LibAnswers for Statewide Ask-A-Librarian Services

Jessie Riggins – Tampa Bay Library Consortium

Jessie Riggins is the Member Services Coordinator for the Tampa Bay Library Consortium. Jessie manages the statewide virtual reference program for the State of Florida, Ask A Librarian. The program consists of 130 public, academic, special and k-12 libraries. The live Chat and SMS service is open 84 hours a week, and offers 24/7 email.

>> Watch Now (11min 31sec)


Cathay Keough

Cathay Keough

Cathay Keough – Delaware Division of Libraries

Delaware Division of Libraries was the first consortium to use LibAnswers to power their statewide reference.
Hear from Cathay on why they made the switch and how Delaware Division of Libraries reference teams are loving LibAnswers.

>> Watch Now (11min 10sec)


Using LibGuides @ East Baton Rouge Parish Library

Louise Hilton & Andrew Tadman – LibGuides @EBPL

East Baton Rouge Parish Library

East Baton Rouge Parish Library

EBRPL is the largest library system in Louisiana, covering the capital city of Baton Rouge and the surrounding parish. We have nearly 350,000 card holders, 14 branches, and last year we circulated 2.5 million items. EBPL has 135 active LibGuides and last year they received nearly 150,000 LibGuide views. The largest LibGuide successes have been using them as ‘how to guides’ for Overdrive, and as a focal point for community programs such as out ‘One Book/One Community’ and for their Maker resources and programming.

>> Watch Now (7min 27sec)

 

LibAnswers: Not just for Library Answers @Shippensburg University

Aarron Dobbs – LibAnswers @Shippensburg University

Aaron Dobbs

Aaron Dobbs

Do you ever get questions about non-library topics? Ship Library sure does. They reached out to offices around campus and asked them what question they most commonly (and most easily/straightforwardly) answered. They worked out a process to gather, answer, and update the questions commonly asked across campus – and, because they’re librarians, they classified the heck out of the Q&A pairs and linked to the webpages which provide more information.

>> Watch Now (7min 14sec)

LibAnswers 2.5 Update Coming Friday

The summer of updates continues! The LibAnswers 2.5 update is coming on Friday, July 24th at 7:30am EDT. There will be no downtime for the overall LibAnswers system, with the exception of a minute or two of downtime for users currently logged in to LibChat. Here’s what’s on deck:

LibAnswers Updates

  • Updated Dashboard Views – We’re making a few adjustments to the Dashboard ticket view pages to make them easier to scan for key information on each ticket. Now it’s easier to scan the page for patron name/email, current status, and who last replied (so you know who’s waiting on a response).
  • Image Previews in Tickets – We’re adding an onscreen preview for submitted image files (gif, jpeg, png, etc.). When patrons send you image files in LibChat and LibAnswers, you’ll see the image in a little popup window instead of downloading the file, so you’ll never have to download an email signature or social networking icon again. :)
  • RefAnalytics Completion Prompts – Want to make doubly sure librarians fill out key Reference Analytics metrics when answering tickets and chats? We’re adding a new administrative setting to remind your LibAnswers staffers to fill out the Reference Analytics form. Admins will head to Admin > System Settings > General and scroll to the new RefAnalytics settings.

LibChat Updates

  • Emoticons – We’re adding support for basic smiley chat images, making it that much easier to let folks know how you feel. :) Click on the smile image in the chat widget pane to see which emoticons are supported, and add to your live chats using menu-selection or keyboard entry.
  • Updated Canned Message UI – We’re updating the selection menu in the chat pane for canned messages, so it’s easier to scan and quickly choose the right message.
  • Wait Time Statistics – We’re adding a new stats report to show you how long, on average, your chat patrons are waiting before their chat is answered. You’ll see this metric integrated in various chat reports, and you’ll also see individual wait times in each chat transcript.

New in LibGuides – OAI-PMH Support

We’re very excited to check off another frequently-requested item off our development to-do list – LibGuides now offers full OAI-PMH support.

Need a refresher on OAI-PMH? To borrow from the official project site:

The Open Archives Initiative Protocol for Metadata Harvesting is a low-barrier mechanism for repository interoperability. Data Providers are repositories that expose structured metadata via OAI-PMH. Service Providers then make OAI-PMH service requests to harvest that metadata. OAI-PMH is a set of six verbs or services that are invoked within HTTP.

Basically, with the full OAI-PMH support in LibGuides it is now even easier to index and show results from your guides alongside all of your library resources – in your catalog, discovery layer, federated search system, institutional repository, you name it – if it supports OAI-PMH you can index LibGuides in it, too. We’ve been psyched to see folks creating more and more key library content – everything from course and subject guides to important documentation to entire library websites – in LibGuides. With OAI-PMH support in LibGuides your patrons can find your LibGuides content no matter where they begin their search. Imagine it – students searching for assignment help in your federated search engine find the LibGuide for their course – instruction for the win! A patron searching for library policies from the catalog discovers your About the Library guide – point of need help, kaboom! The guides you create are integrated right along all of your other library content – it’s indexing made easy. :)

On the LibGuides side, our OAI-PMH gateway retrieves the standard set of DC metadata tags for each guide in your system. These tags are tied to the descriptive information about your guide – guide title becomes a dc:title tag, guide description becomes dc:description, etc. To be clear, this isn’t a full text index of your guide content, though we may support this in the future if there’s widespread interest.

Ready to get started? Admins, head to Tools > Data Exports and click Get OAI Base URL to find the unique base URL for your LibGuides site. You’ll use this base URL in combination with the 6 standard OAI-PMH requests to generate search-indexer-friendly XML files.

Delaware Libraries Using LibAnswers for Statewide Reference

AskALibrarian DelawareWith more than 30 public, academic, and special libraries participating statewide, Ask a Librarian Delaware has been servicing Delawareans since 2003. In 2014 alone, they answered 3,000 chat questions and an additional 3,000 email questions roughly equating to 500 questions answered per month.

On March 1st, 2015 – the Ask A Librarian Delaware service switched to using LibAnswers for their statewide reference expanding their service to include SMS/Text-Message Reference. We had a chance to chat with Cathay Keough, Statewide Coordinate of Reference Services for DAAL, and here’s what she had to say!

Delaware Division of Libraries - Genealogy LibGuides

Delaware Division of Libraries – Genealogy LibGuides

What inspired you to switch to LibAnswers for your Statewide Service?

Ask a Librarian Delaware is an extension of Delaware libraries’ reference services, and in keeping with our initiative to find ways to improve library services, it was important to keep our eyes open for products that best fit our ideals.  Springshare’s LibGuides was already being used by Delaware Division of Libraries, and that gave us an introduction to the other products Springshare provides.  Upon closer examination and through a trial process, we decided to proceed with this transition to LibAnswers.  I had also seen the FAQs portion of LibAnswers in action through another library service, and was impressed by a demo provided during a library conference.

Statistics are important to DAAL – Tell us how you’re using LibAnswers Reference Analytics to track reference stats.

To track statistics, we began using the Dewey Decimal system a few years ago as a way to help us identify types of questions asked across all of our reference interactions (on the desk, telephone, email, chat, texting) and have coined the term for this reporting process, “Dewey Delaware.”  Our LibAnswers Reference Analytics was easily set up to continue this type of tracking.

You’ve been using LibAnswers for DAAL for 5 months now – tell us about your experience!

June Stats!

  • 555 Views on FAQs
  • 86 SMS/Text-Message Questions Answered
  • 600 Total June Reference Questions across Email, SMS, Chat

So far, from the training to the statistics, LibAnswers has been just what we hoped it would be:

  • easy to train library staff
  • intuitive to use
  • responsive on any device for library staff and patrons
  • adaptable for future considerations, such as developing a separate Group or Queue identity for a special library, but within the same cooperative.

Staff commonly remark that they love the interface and find it to be an easy and effective way to provide reference for online customers.

As a shared statewide system, the “Reuse Answers” (FAQs and librarians’ responses) have already shown value for library staff; it saves time as well as creates consistency in answering to share what we know in this way.  Features like Reuse Answers, patron surveys on chat, and Query Spy give us excellent information to continue to improve our reference services.

We also appreciate that Springshare’s Support Team have listened to suggestions and ideas for improving the interface as well.

What does the future hold for Ask a Librarian Delaware?

In the future we plan to explore more options for visibility of the Ask a Librarian DE service.  The widgets are easy to create and implement on library websites and anywhere Delaware patrons are online.  Our only challenge is to work with those in charge of the sites; sometimes there are hurdles with website restrictions, depending upon the library or institution.  Springshare’s products are well established and their reputation is rapidly growing, however, so it’s just a matter of time.

We enjoy providing professional and fun options for all our library patrons and students and look forward to serving our Delaware community in ways that fit their needs, where they are and when they need it.

New Castle County Public Library

New Castle County Public Library – LibAnswers Search FAQ Widget

LibAnswers Update this Thursday

Hello, hi, and howdy! We’re rolling out a LibAnswers update this Thursday, June 25th at 7:30am EDT. There will be no downtime for the overall LibAnswers system, with the exception of a minute or two of downtime for users currently logged in to LibChat.

This update is focused on making several important under-the-hood updates, so you won’t see any major changes in the UI, functionality, etc., but you will see exciting opportunities! 😉

Remember last month when we told you about Consortial Shared Systems? You know, the awesomeness that allows you to hook up with other, related LibAnswers v2 systems so you can share queues and chat departments (and where we rolled out the chat functionality piece of the equation)? Yeaaaah. That one. Cool, right?

Well this update brings in the big guns with shared Queues. Yup, not only can you band together to answer all patron chats, you can do the same with submitted questions! Librarians in separate sites can monitor and answer tickets from the same Queue. It’s breathtaking.

Interested in Shared Systems? Just use the handy Support tab on the admin side of your site and write to our crack support team to get your sharing party started!

And remember…there will be no downtime for the overall LibAnswers v2 system this Thursday, June 25th at 7:30am EDT, but there will be a minute or two of downtime for users logged into chat, so please plan accordingly.

LibGuides Release 2.1.7

LibGuides
New month, new stuff! We’re planning on releasing yet another action-packed LibGuides release this week. Here’s a peek at what’s coming… :)

E-Reserves: Additions! Modifications! Fixes! This release has it all.

Oh E-Reserves…how do we love thee? Let me count the ways:

  1. New E-Reserves form, Article fields.

    The Article fields in the new E-Reserves form.

    E-Reserves Form & Administrative Area: Yup, it’s true…E-Reserves now has a super-duper-awesome form you can post for your faculty and their administrative partners so they can easily send you the info you need to populate your system. The huge, major differences from the v1 form:

    • Options for adding books (including chapters), articles, website, and media with relevant fields for each item type;
    • Option to add another item upon submission, including keeping the user / course info in place (while clearing out the item fields);
    • An “additional info” field where they can add whatever other info you may need;
    • Customizable Copyright / Fair Use Compliance statement checkbox.

    Once the form is submitted, the info is sent straight into the new administrative area (E-Reserves Requests) where you can review, add items right into your system, or deny items. If an item is added, the fields from the submission are copied directly into a new item, so you don’t have to re-type anything!

  2. Editor Level Users as Course Editors: Speaking of faculty…have you ever wanted to allow them to manage their own course, but don’t really want to give them a full account in the system? Well, now you can! The Editor level user can be added as an editor to any course in your system. The course does have to exist before they’re added, but once they’re in they can add / modify items to their heart’s content…but only in the courses where they’ve been granted access.
  3. Copyright Status Management: At the moment, copyright status additions are a bit of a free-for-all. After this release, it’ll be a lot more structured. Define your copyright status list; view/filter a list of all items and their statuses so you can see statuses at a glance; modify an item’s status on that screen.
  4. Courses Page Additions / Improvements: The course name links directly to the manage screen instead of the public page, making it that much faster to manage your course readings. Also, when adding a new Course you have the option to copy an existing course! All info / items will be copied over, then you can modify all the things.
  5. Manage Course Additions / Improvements: Simple changes here, but ones that make things more user-friendly. The course name / number are at the top of the page; new Manage Copyright button brings you to the Copyright Management area, filtered to only show items from that course; visibility dates can be set at both the Folder and Item level; Items indicate on the main course page whether or not they’re hidden from public view.

    Jump to Manage Copyright area from Course page.

    Go directly to Manage Copyright area, filtered for that Course’s items.

  6. Custom Boxes Updates / Fixes: Right now, you can set custom boxes to display, but (due to a bug) they only display on course pages within guides! This update fixes that (they display on the E-Reserves homepage, course pages, and course pages within guides), allows you to choose which standard boxes (Help / Related Guides) appear (if any), and looks/works more like the Look & Feel > Pages > Homepage options, so it should be familiar.
  7. E-Reserves Import: Our import utility has been created, so if you’re joining us from another system, have no fear! After you talk with our sales crew, we can import your existing content using either our JSON schema or CSV template file (along with a way for us to access files to upload). (You’ll download the schema / template from our E-Reserves guide.)

There are more ways we love E-Reserves, for sure, but man, this is a whole lot of awesome right here. :)

Group Modifications (LibGuides CMS)

We did some rearranging and refactoring with the Groups functionality to make things work as they should and clean things up a little.

  • Group Type Name Changes:
    • Restricted with Indexing: This name was a bit confusing, so we changed it to just Restricted. This means the content is technically public and will show up in search results, but you have to either know the password or be in the appropriate IP range (or both!) to access it.
    • Fully Restricted: Again with the confusing name! So now, these groups are called Internal, because that’s their purpose: only folks with accounts can access these groups. They are not accessible unless you are logged in to your system. Think of Internal groups as internal sites where staff can log in and get guides for training, reference, policies, administration, etc. If you are logged in, you’ll see the groups listed on the public side.
  • User Permissions related to Groups: We changed up how group permissions are added; we liked the way LibAnswers v2 handles it, so LibGuides v2 works in a similar way. At the Account level, you can set a user’s permission level for each group in your system; at the Group level, you can set which users have access to the group, and at what level. Admins still have access to everything, but now Regular users can be Admins of a group, have their usual Regular access, have Read-Only access, or have No Access to create guides in that group. Editor level users can be added with their usual Regular access, Read-Only or No Access. Admins: Here’s how things are account level access is going to migrate with this new functionality:
    • Admin level users: Admins have access to everything, as usual.
    • Regular level users:
      • If users had the “Manage Groups” user permission, they will be made an Admin for each group in your system.
      • If users had the “Manage Groups” user permission and Group designations:
        • They will be made an Admin for each Group designated;
        • They will have Regular access for all other groups. (Same as current access.)
      • If users do not have the “Manage Groups” user permission, they will have Regular access for all groups. (Same as current access.)
    • Editor level users: Editors will have Regular access to groups that contain guides where they’re a Guide Editor. This means they’ll have the same access as before.

    After the release, Admins can then go to either the Group Edit screen (User Access tab) or to the Accounts screen and modify any user’s permission to one or more groups.

  • Guides in Internal Groups: If you add a guide to an Internal Group, its behavior will change slightly. The Sharing Restriction is enabled by default; it’s only visible on the public side if someone is logged in; Publication Status does not include Private, as these groups are basically private by default since they are Internal; these guides will not appear in the Public Content XML Export, widgets or API content.Guides in the current Fully Restricted (soon to be Internal) groups will function this way after the update.

Other Additions, Modifications, and Fixes:

  • LTI Improvements: You can now set a default page other than the homepage for the Full LibGuides option; there’s a new option to embed a Single Page from a guide; the Content Box embed has a new option to remove the box header / border.

    LTI Updates: checkbox to hide box header / borders.

    Click to view larger > Sample of embedded box with no header / borders.

  • CSS File Changes: Font color is now #333 (instead of #555) in boxes – it’s a little darker / easier to read; page titles are now a standard 24px (instead of 18px in guides and 36px on all other pages).
  • Additional Page Templates: There are now page templates for the main Subjects (sb.php) & Profile (prf.php) pages.
  • Top level pages with no content now display a sub-page list.

    Sub-page list on empty top level page.

    Pages: Top level pages which have no content, but do have sub-pages, now automatically display a list of sub-pages on the top-level page (in public view), as they did in v1.
    TABBED NAV TEMPLATE CHANGE:
    If you have created custom templates and would like to take advantage of this functionality, you need to add a keyword to your templates: {{empty_page_sub_page_list}}
    It should go directly after <div id=”s-lg-guide-main” class=”container s-lib-main s-lib-side-borders”> and before {{content}} (or your custom column HTML).

  • Fixes:
    • “Make this the default design for new guides” radio button is now “sticking” in Groups.
    • Tabbed Boxes: reordering content on a tab other than the 1st tab keeps you on the appropriate tab after saving.
    • Sub-Pages: when previewing a guide, sub-pages are now inheriting the Preview info; in the HTML backup, sub-pages are now linking to the appropriate place within the backup instead of the live guide.
    • iframe widget spacing issues have been fixed, so there are no more errors seen if you embed a box widget within your LibGuides.