Quick LibGuides Update: New Layout and Export All Records for Tabular Data

UPDATE to the update: This LibGuides update went live approximately 5:22 p.m. Eastern Daylight Time. We hope you enjoy the new look and the All Records Export!

We have heard from quite a lot of you that you’d like to download lists of various things in your systems and massage or share that data with Excel. We’re in the process of implementing new code that will make this much easier. Starting tomorrow, May 3, you’ll see a new “Export all Records” button on some pages with tabular data.

Click that Export All Records button to download an HTML or CSV copy of every record contained in all the pages. Starting on May 3, you’ll see this new layout for the following pages:

  • Content > Guides
  • Content > Assets
  • Content > Assets > A-Z  Database List
  • Tools > Link Checker
  • Admin > Subjects, Tags, & URLs (all three pages)
  • Admin > Groups
  • Admin > Accounts

This new and improved way of handling tables looks a bit different, so here’s a screenshot showing what’s going on:

screenshot of the assets screen  showing Export All Records button and results filtered by "science" in the asset title

Sooper-secret bonus feature!!

Go to Content > Assets > A-Z Database list and click Export All Records. That export now contains the URL, Subjects, Vendors, Types, and Friendly URLs for all your database assets.

New to LibInsight: Track Individual Reference Questions, and More!

Up until now, to track and analyze reference questions, a library had to create a custom dataset. That’s still possible, of course, but if you’re a librarian who likes things in the right categories (and we know you are!), you can use a new option in the Reference Dataset to track those individual transactions.

How? When you create a Reference dataset in your LibInsight installation, you’ll see three options:

Screenshot of options to create Reference Dataset. They are read in the text below this image)

If you are tracking monthly statistics from another reference system, choose “For importing aggregate count of SMS, Chats, Tickets, & FAQs from my Reference system.” To have those numbers automatically harvested for you from LibAnswers, choose the second option. To enter details about each question answered at your desk, choose the third option, “To add individual Reference Questions.”

Bonus! You can integrate a READ scale field if you use that in your library. Analysis of the READ scale values is included in the dataset analysis.

Many folks use LibAnalytics to track their reference questions, and that’s great! LibInsight goes one further and gives you the power of all the field types in the Custom Dataset, applied to your Reference service! Add select fields for items like location or the method used to ask the question; add a multi-select field for items like “Resources Used.” Did you consult the catalog, a database, and a book from the ready reference shelf? No problem! Check all that apply. :) Also available are Numeric, Monetary, Scale, and Date/Time fields. You can divide fields among three columns on the entry form and include text instructions, if you so wish.

Other New Features

We’ve also added a couple of new filters to analysis. For any select field, you can choose “is not” to see records that match all options except the one(s) you choose.

screenshot of the analyze screen with "is not" as the selected filter

We’ve added a multi-select filter to the analysis page for Gate Count datasets so that you can analyze related libraries / entrances as a group:

Screenshot of the gate count analyze screen with two branches selected

Last but not least! You can now edit your Custom and Shared dataset Pre-Defined entries from the Manage Datasets > your dataset screen:

Screenshot of the Manage Pre-defined Entries tab

New Hanover County Public Library’s Knowledge Base in the Cloud

Rachel Langlois at the New Hanover County Public Library had a problem, she needed to create a cloud-based and mobile-friendly staff Knowledge Base. This Knowledge Base, replacing their paper manuals, needed to be flexible enough to be accessible by staffers anywhere and at anytime, but also secure enough so that patrons couldn’t gain access.

The New Hanover Public Library is a power Springy user, with subscriptions to LibGuides CMS, LibAnswers, LibCal, and LibInsight (not publicly accessible). So rather than turning to another tool or creating a VPN, Rachel thought to make use of the tools already at her fingertips! She created a Restricted/Password-Protected LibGuides CMS Group.

For a little background, with LibGuides CMS Groups you can create internal/restricted groups and guides assigned to those groups are automatically protected and not visible on the public side. It’s ideal for creating a cloud-based staff intranet, policy manual, or in Rachel’s case – a roving Knowledge Base. You can learn more about using LibGuides CMS to create a staff intranet here.

Only staffers at NHCPL with the password can access the Knowledge Base. So, it’s easy for them to call it up whenever and where ever they need it, from home or even while they’re roving the stacks – but with the safety and security of password protection.

And better yet, Rachel’s being green and saving effort to boot. If policies change, she only needs to update the Knowledge Base without having to reprint an entire new paper manual.

So kudos to Rachel for thinking inside the (LibGuides) box, and using LibGuides CMS to address this need! In fact, the Knowledge Base is now a standard section of on-boarding for all new NHCPL staffers.

Got 3min? Rachel even made a video so you can check out their Knowledge Base for yourself!
Note: The password in the video is no longer the password for the Knowledge Base. Strong security procedures for the win!

New Hanover County Public Library Knowledge Base Video Screenshot

Video opens in a new window.

HTML Backups of Deleted Guides Now Available!

It’s happened to all of us – you’re spring cleaning your guides and you accidentally delete a guide by mistake. All that content…just gone. Well, guess what! We’ve added a bunch of new functionality to LibGuides v2 so that accidental guide deletions are a thing of the past.

Are You Sure You Want to Delete?

Inside a guide, we’ve added in a prompt that requires confirmation to triple-check that you really really really want to delete that guide. In fact, you won’t even be able to delete your guide till that checkbox is firmly, and decisively, checked. :)

Guide deletion prompt

Are you sure you want to delete this guide?

Auto-Generated HTML Backups of Deleted Guides

If that wasn’t enough, we’ve taken it one step further! Every time you delete a guide, we automatically generate an HTML backup. Download the HTML backup and use it as your guide (pun not intended) for recreating that deleted LibGuide. This way, you’re never starting from scratch with a blank slate.

To download Guide HTML backups, go to Tools > Data Exports > Guide HTML > locate your guide in the table and download it.  In the ‘Deleted’ column, you’ll see a date/timestamp letting you know exactly when that guide was deleted. The HTML backup will contain the public-mode content as of when the guide was deleted. You’ll be able to retrieve an auto-backup of deleted guides as far back as December, 2015.

What’s more, this page is your ‘mission control’ for all guide backups. Not just deleted ones! So, if you’re regularly backing-up your guides (Guide > Create HTML Backup), all of those backups will display here. If you backup the same guide two or more times, you’ll be able to see all backups for that guide and download whichever one you’d like. Use the checkbox at the top of the screen to display all available backups, and not just the most recent one.

Accidental guide deletion is so 2015. :)

Guide HTML Backups

Download HTML Backups of Deleted Guides

 

LibWizard 1.7.3 Update Now Live!

Hola, LibWizard fans! The LibWizard 1.7.3 update is now live, and we have lots of great improvements to share. In this update we’re happy to introduce several frequently-requested features, including email confirmations for patrons, flexible grading improvements, accessibility updates, and a whole lot more. We can’t wait to tell you about these great new features, so let’s get to it!

Patron Email Confirmation on Survey Submission

email addressThis is a great feature for folks who’d like to give their patrons a copy of form, survey, quiz or assessment results. Head to the Thank You screen, and you’ll see a new option for “Email the user the results of the quiz?”. When you use this option, patrons who fill out your survey will be presented with a free text email field at the conclusion of the survey (just before the Thank You screen), so they can email a copy of the survey results to themselves.

Grading Updates for Correct Answers

We’ve got several great updates and improvements for how “correct” answers are determined, which impact both the Quiz and Assessment modules:

  • Accept multiple Correct Answers in Free Text Fields – Let’s say you have a question where the answer is “ebooks” – how can you account for possible alternate spellings that mean the same thing, such as “E-books” or “E Books”? With this update, we’re adding a way to define multiple correct responses for any free text question. Just head to the Answer Properties for any free text question, and enter possible correct responses using a semicolon ; to separate different answers (like this: ebook; ebooks; e books; e-book). If a user enters any of the possible correct responses, the question will be marked correct.
  • Correct answers in free text fields are now case insensitive – If a correct response contains capitalization (like “Priscilla, Queen of the Desert”) but a patron enters a response with the wrong capitalization (like “priscilla, queen of the desert”), that response will still be marked as correct.
  • Checkbox field type can have more than one correct answer – When you create question with multiple possible correct responses, you can now identify multiple options as the “correct” response. A patron responding to the survey must get *all* answers in order to be marked as correct – if they only give 1 response out of 3 possible correct answers, their response will be marked as incorrect.

Assessment & Tutorial Updates

  • Improvements for frame-breaking URLs – Thanks to your feedback, we’ve discovered that there are some websites out there that don’t play well with iframes. Previously, if you embedded one of these sites in LibWizard, it could “bust” out of the frame – instead of loading and remaining within the LibWizard tutorial, these rogue URLs could escape the tutorial and take over the page. These sites are great candidates for using an Embedded Tutorial (where your LibWizard content is embedded in another website, instead of the other way around), but we wanted to try to wrangle these sites to stay within the LibWizard frame. With this update, we’re introducing several improvements to do just that, so the sites you embed in LibWizard should stay within the LibWizard frame.
  • Collect Responses for Embedded Tutorials – Previously, Embedded Tutorials (aka the tutorials that are embedded in a 3rd party website) didn’t offer a way to collect patron responses, so there wasn’t a way to know whether patrons were using these tutorials. Now, when a patron takes an embedded tutorial, their responses are submitted to LibWizard for further analysis, which gives you a wealth of information about how these tutorials are being used in the wild.

Cross-Module Updates

  • Text Block field type can be hidden / revealed – Just like all the other field types, if your form/survey/quiz/assessment contains a text block, that text block can now be hidden & revealed using rules. This is a great way to provide targeted information to users based on responses to individual answers – for example, if you have a question that asks if a patron knows about your Interlibrary Loan service and they reply “no”, you can then reveal a text block chock full of information about your service!
  • Graceful Account Deletion – If an admin deletes an account, they’re prompted to assign all existing Surveys, Forms, etc., to another user in the system. This helps retain surveys and patron responses after librarians leave your institution.
  • Accessibility Updates – We’ve updated LibWizard’s aria tags and labels to improve the viewing experience for folks using assistive devices.

Bug Fixes

  • We fixed an issue where answers in radio & checkbox fields that contain quotation marks weren’t submitted properly. Now these responses are submitted just fine.
  • The image manager found in system-wide settings had an issue with inserting the correct image URL – now URLs are inserted correctly.
  • We removed a hardcoded field width for Numeric Fields – now the width is customizable in the same way that all fields are customizable.
  • Disable ENTER key from triggering nav buttons – Previously if a user hit the enter key, no matter where the cursor was located, the previous/next button would be triggered. We’ve fixed this.
  • Any widgets displayed for forms/surveys/quizzes/assessments are now protocol neutral, and should work by default in either an http or https environment. This makes it much easier to embed widgets in other websites.

LibCal 2.4.5 – MyScheduler Updates Now Live!

Oh boy, we have some fun MyScheduler updates to share! With this release we’re aiming to make life easier for admins, and what better way to keep your sanity intact than to add centralized MyScheduler management and a whole new way of presenting your MyScheduler appointments to the public? We’re excited to hear what you think, so let’s get right to it!

MyScheduler Groups

Have you ever wished for more control over the way your site’s MyScheduler appointments are shown? Maybe you’d like to display appointments with librarians based on higher level groupings, like showing all librarians from a particular branch/campus together, or show a breakdown of librarians by subject speciality. Well we have good news – now you can now create “Groups” of My Schedulers within your LibCal system!

When you create groups using the new options, patrons will see an accordion list of all of the “groups” you create. Patrons can browse available groups, select an individual librarian within a group, or use the “No preference” option to sign up with any available librarian in that particular group.

myscheduler

To try out the new MyScheduler groups, admins can head to Admin > MyScheduler Groups. And when you’re there, you’ll also find a couple of additional new MyScheduler features, including…

Centralized MyScheduler Management

One of the most frequent requests we hear from Admins is for a way to centralize managing MyScheduler settings and appointments for other users. We’ve heard you loud and clear, so today we’re thrilled to make life easier for site Admins and announce this new feature – Admins can now view and edit MyScheduler availability and appointments on behalf of other users. You’ll find these new options in two places:

  • In the MyScheduler Groups page – Admin > MyScheduler Groups
  • In the Manage Accounts page – Admin > Accounts

With these new options, Site Admins can now add and delete appointment availability on behalf of other users, so you can make sure availability information stays up to date. Site Admins can also view upcoming appointments, and can edit/update appointments for other users in case of a staffing emergency.

Even better, we’ve also added centralized statistics tracking for MyScheduler appointments! Admins can now view individual MyScheduler stats reports for each librarian. We’ve also added a consolidated MyScheduler stats report to give you the full picture of appointment bookings in your library on a year by year basis. You’ll find these stats reports under Stats > MyScheduler > Overview / Per User.

Room Booking Updates

We also have a couple of small-but-helpful settings updates for Room Bookings:

  • Allow a single user to reserve multiple rooms in the same booking – This setting is key for folks who have flexible meeting spaces – perhaps 2 smaller rooms that can be combined into one larger meeting space. Previously, LibCal would prevent booking multiple rooms with the same email address – but now, you can control this behavior with a new system setting! Head to Room Bookings > Settings > Edit Group > Restrictions and look for the checkbox – “Multiple rooms can be booked at the same time by same user”.
  • Customize Room Capacity Ranges – We’ve added an option to control the room booking capacity ranges that are displayed in your LibCal Room Booking page. This setting filters rooms based on the “capacity” setting you enter under Rooms > Edit Room > Capacity. Head to Room Booking > Settings > General Settings to create custom ranges.

As always, thanks to everyone who pitched in ideas and thoughts on this update. We’re very excited about the new MyScheduler features and can’t wait to see the new features in action and hear what you think!

Hello LibCat – Springshare’s Smart Cat for Libraries

We’re thrilled to announce the newest member to our Springshare Suite of Apps – LibCat! It’s a culmination of efforts by Springy programmers, veterinarians, and biologists around the world to meet a real need in today’s libraries… a smart cat designed for libraries by librarians.

With LibCat, patent-pending, enhance your feline friend’s abilities with useful features, robust statistics…all with the same furr’nominal support you’ve come to expect from a Springshare product.

Storytime Expert

Story-time Expert

LibCat features you’ll want…. starting meow:

  • Advanced Cat’aloging Knowledge: All cats love to read, and LibCat is no exception. Your LibCat will be able to hunt your library catalog, stalk the stacks for the right item, and even unpack book boxes – after she plays with it first.
  • Paypurr-less Billing: Take advantage of Springshare’s online billing with only a few strings attached. For your LibCat to play with, of course.
  • BlueCat Wireless Charging: We didn’t even want to go there with plugging in your LibCat. #justsayin
  • Weekly Status Reports: Your LibCat’s robust statistics include weekly status reports so you’ll know if LibCat is feline groovy or pawsitively terrible.
  • …and so much more!

For more information, details on how to order, and client testimonials: http://buzz.springshare.com/libcat

Twitter_logo_blue_50pxIf you’re already a proud LibCat user, tweet us your #LibCat pictures and tag us @Springshare.

Springshare’s Going Public!

Creative Haven Creative Cats Coloring Book

Attend a Flash Presentation for a chance to win an adult coloring book!

…Libraries, that is! We’re heading to the Public Library Association Annual Conference (PLA) next week, from April 6 – 8. You won’t want to miss swinging by Booth 433. Why? Well, for starters, you’ll want to attend a 15-min flash presentation on Springshare tools for a chance to win a free cat coloring book. And speaking of coloring, we have a Springy Color Me Decal we need your help filling in. Awesome, right?

Well, we’ve got more! We have guest presentations by your colleagues showing how they’re using Springshare tools to provide extraordinary service.

Public Library Presentations

To stay in the mobile know, bookmark our mobile conference website made with the mSite Builder and follow us on Twitter – @springshare.

Spring Goodies! New Features in LibInsight

Spring is officially here in the northern hemisphere, and this year it brings a whole basket of goodies to LibInsight. We are super-excited to announce widgets for Gate Count datasets, a community-wide shared dataset for tracking your ACRL Survey answers, and a special Easter-egg–a new home screen! Here’s the rundown:

Gate Count Widgets

Now you can create forms that you can use to record counts to your Gate Count datasets. Embed a widget in an intranet webpage and your students or staff can enter gate counts without a LibInsight login. There are four types of widgets that you can create:

  • URL-based: send the link to your widget to anyone
  • Embeddable popup: use this code to add your widget as a popup to your LibGuide or other web page.
  • In-page iFrame: use this code to add the entire widget to your LibGuide or other web page.
  • Side button: use this code to create a button on the side of any webpage that will pop your widget up.
screenshot of a gate count widget

Widget for recording to a Gate Count dataset

Community-Wide Shared Dataset: ACRL Survey

Spring does not only bring flowers and showers; spring is also survey time! NSSE, IPEDS, ACRL, ARL, PLA–it’s a veritable bag full of acronyms. Well, this spring, you can enter and track your library’s ACRL Survey answers in the new shared dataset of the same name. Go to Admin > Shared Datasets to accept the share and participate in this LibInsight community dataset. Once you’ve accepted the share, you’ll see the dataset in your datasets list. Go to Record Data > ACRL Survey to enter your library’s statistics for the 2015 survey year:

screenshot of ACRL survey form

ACRL Survey FAQs

Q: What does “community-wide dataset” mean?
A: All data that is recorded to this dataset is visible to any LibInsight subscriber for analysis.

Q: Can someone else change my data?
A: Nope.

Q: What if I don’t have all the answers?
A: No worries, no one has all the answers. Just kidding! If you’re not done yet, Submit your answers. When you go back to Record > ACRL Survey, you can continue.

Q: Can I use LibInsight to submit my numbers to ACRL?
A: Unfortunately, no, but as this dataset grows over time, it will be a good tool to use in Cross-Dataset Analysis to compare to other library activity or to track your data over time. As more libraries contribute their data, you’ll be able to do deeper comparisons across institutions.

Q: Can I enter data from previous years?
A: Unfortunately, no, as the survey was substantially different in years past.

Q: My library doesn’t participate in this survey. Can I remove it from my Shared Datasets?
A: Yes, click Accept Share, then immediately click Remove Share. This action is permanent, so be careful!

New Dataset Wizard

Spreadsheets, tick sheets, COUNTER reports got you down? No problem! Click the new Dataset Wizard to help you decide what type of dataset to create. 

Screenshot of libinsight datset wizard

New Home Screen

Now for the biggest egg in the basket–a new home screen! When you log into LibInsight, you’ll see a dashboard similar to that in other Springy products. From there, you can jump to any number of common tasks, get Springy news and updates, and see your system statistics at-a-glance.

Screenshot of libinsight home screen

Click for larger image

New LibInsight Admin? There’s a bonus for you! When you log in, you’ll see a list of tasks to help get you started. You can Dismiss the list and see it again when you log in next time, or if you’re finished, you can Dismiss Forever to banish it to the land of holidays past. Don’t like it? No problem! Go to your account settings and choose what you would like to see when you log in: the Home screen, a Dataset entry form, or analysis of your favorite dataset. Regular accounts will see only datasets to which they have access.

More New Features!

Other goodies in our spring basket include:

  • Friendly URLs for widgets
  • Screen to administer friendly URLs
  • Zeroes entered in numeric fields are retained rather than kept as “null” values
  • Preview of fields while you’re building a Custom dataset
  • Dataset templates! Copy our templates for Book Request, Instruction Request, Website Feedback and more!
  • When you empty a platform in an e-Journals/Databases or eBooks dataset, the Uploads List is cleared.

LibGuides 2.1.12 Update – Unified Search and LTI updates are here!

The LibGuides 2.1.12 update has rolled out, and we have several big updates aimed at helping you unify the user experience across Springshare’s tools! Our huge new LTI update is now available for LibGuides CMS clients – it’s ready to help you deploy targeted guide and help content across hundreds of courseware pages, all from a central and easy to use interface. Our Unified Search has also rolled out and is available to all clients, so you can present search results from across your Springshare tools, plus integrate search results from 3rd party sources like your library catalog and discovery service. We’re stoked to see how folks use these new tools in the wild, so enough with the small talk – on to the updates!

LTI Updates

We’ve revamped our LTI tool so that you can offer tailored subject-specific resources inside courseware pages across hundreds or thousands of courses. Use the new LTI tool to deliver a customized library landing page displaying subject-specific LibGuides, Databases, E-Reserves, and subject-expert librarians right inside your Blackboard, Moodle, Canvas, or any LTI-compliant LMS platform.

Take it one step further, and integrate point-of-need help with LibChat and LibAnswers FAQs. And then knock it out of the park with the ability for students reserve study rooms and book consultations with librarians using LibCal integration. All of this, with full usage statistics, on one scalable, customized, auto-generated Library Resources page inside your LMS. LibApps admins can head to LibApps > Admin > LTI Tool Builder to see all the new LTI features!

Curious how this works? Check out a great video that explains all of the new functionality!


Unified Search

Our new search interface options are now available in both LibGuides and LibAnswers, and can show a unified search results view . You can also include search results from any 3rd party source – such as your library catalog, individual databases, etc. – any resource that offers an open search API can be integrated directly in your LibGuides and LibAnswers system!

Even better, you’ll be able to select from multiple layout options for this search. Choose whether to show search results from multiple sources either in multiple tabs on the search results page (1 tab per resource), or use a bento search display, where results from each source are displayed in an individual box on a single page.  We’re confident these new options will revolutionize the way users search your Springshare resources – and best of all, all of these great new search features are included as a standard part of every LibGuides and LibAnswers subscription!

Setting Up Unified Search

LibApps admins can configure their search settings and integrate 3rd-party tools by going to LibApps > Admin > Manage Search Sources. We’ve automatically added all of your Springshare apps, including LibGuides, LibAnswers, your A-Z list of databases, and even LibCal events; use the Manage Search Sources page to customize the title and description of each of these resources. You can even control the relative search weight of fields within each of these resources, ex for your A-Z resources, you can assign a higher “weight” to your Best Bet resources so they appear earlier in the list.

Plus, use the new Manage Search Sources tool to configure custom search sources. Any resource that offers an open search API is fair game, and anyone familiar with using these APIs will be able to set up custom search results from your library catalog, discovery sources such as EBSCO EDS, and many more! Select your source type, fill in the required fields, and voilà: your unified search is configured. Use our on-screen help language to walk you through the process and remember to consult with your library IT department for information on 3rd-party APIs.

Once you’ve configured your search sources, head to the Search Template customization area to set up your new custom search page! In LibGuides, admins can head to Admin > Look and Feel > Page Layout > Search; in LibAnswers, head to Admin > FAQ Groups > Edit Group Settings > Pages > Search Page.

SEARCH PAGE TEMPLATE CHANGE

If you’ve created a custom template and want to take advantage of this new functionality, you’ll need to make a quick update to your template code.

Change this: To this:
<div id=”s-lg-srch-cols” class=”row”>
         <div id=”col1″ class=”col-md-4 center”>
                {{search_filters}}
         </div>
         <div id=”col2″ class=”col-md-8 center”>
                {{search_results}}
         </div>
</div>
<div id=”s-lg-srch-cols” class=”row”>
         {{content}}
</div>

Tabbed Search:

searchtabbedlayout1

 
Bento Search:

searchbentolayout-1


A-Z Search Improvements

While your A-Z search results page won’t look any different on the outside, we’ve rolled out some great under the hood features to improve the results returned. Our new search engine will address many frequently requested improvements to the A-Z database search results, including:

  • Increased field indexing – We now index more Database fields, including Subjects, Database Types, Vendors/Providers, and the More Information field.
  • Custom field weighting – Thanks to the new search customization options available to LibApps admins in LibApps > Admin > Manage Search Sources, you can now customize the search weights of different fields for even better results.
  • Improved wildcard searching – Search terms will no longer need to occur in the precise order entered to retrieve results – a search for the phrase “ebook mobile” will now return results that include “Mobile friendly ebooks”, etc. Plus, a search for agr* or agr will now return results for agriculture, agricultural, etc.
  • Support AND/OR search – Include AND or OR in your search phrases, and LibGuides will handle the terms accordingly.