LibInsight with COUNTER r5: Ahead of the E-Data Curve

Our previous blog post outlined all the amazing new features coming to your Springshare tools. But one of these features is so big and important that it needs its own post – support for COUNTER 5 reports in LibInsight.

E-Mazing, riiiggght? 🙂

Before we dive into this awesome functionality, let’s start with the basics.

 

What is COUNTER r5 and what’s the difference between r4 and r5?

R5 of the COUNTER Code of Practice represents the 5th release of COUNTER – the standard for counting the use of electronic resources. COUNTER r5 requires content providers to deliver reports in Release 5 formats starting with January 2019 usage.

COUNTER Release 5 contains several metric types, different than the metric types available in Release 4.

  • Usage Metrics:
    • Investigations – Measure an expression of interest in a content item or title.
      • I.e. a patron viewing an article abstract would count as an investigation.
    • Request – Measure access to a content item or title.
      • I.e., a patron downloading an e-journal article or e-book chapter.
  • Searches Metrics:
    • Contains four different types of search metrics from searches_regular to searches_platform.
  • Access Denials Metrics:
    • This new metric has two different types to account for user denial — lack of institutional access and simultaneous users maximum has been reached.

These new metric types provide several new measurement tools of your e-resource usage.

LibInsight is Ahead of the E-Data Curve

We’re a small crew but we live and breathe library software so we took it upon ourselves to make LibInsight one of the first software platforms to support Counter r5 analysis.

If our libraries need it, we’ll have it – that’s our motto.

What does this mean for you?

New E-Resources / COUNTER 5 Dataset is Available in LibInsight!

Navigate to your LibInsight system > create new dataset > select E-Resources / COUNTER 5 to create your new r5 dataset.

Because the new r5 reports are material-type agnostic, you can combine reports from e-journals, databases, and even e-book usage in one place.

New LibInsight Reporting Metrics

Additionally, you’ll notice a few changes to the display in reports, to better match the data provided by COUNTER r5.

Specifically, the new LibInsight dataset will no longer show data by searches, sessions, and downloads. Per the above new metrics, data will be reported about investigations, requests, searches, and access denied. The table also shows you the number of databases, eBooks and journals in your e-resources. Toggle  these columns to manipulate the table display however you’d like!

LibInsight automagically calculates the cost-per-usage saving your e-resources librarian loads of time…. all in easy to download csv or pdf reports.

You Asked For It… Access Denied Reporting!

With the new r5 dataset, we’re happy to announce new Access Denied reporting! This way, you can view patron requests to data where access was denied due to lack of institutional access or simultaneous licenses maximum was exceeded. This is extremely valuable data when deciding to purchase a new resource or expand the licensing for current resources.

Which r5 Reports Does LibInsight Support?

Right out of the gate, LibInsight supports the Platform (PR) Master Report, the Database (DR) Master Report, and the Titles (TR) Master Report.

Because we’re supporting all the Master-level reports, you don’t have to worry about which ‘view’, for example Title Report view 1 or Database Report view 1, you might need. We’re taking all the guesswork out of the equation by gathering all of the data via the Master Reports. By supporting the Master-level reports, we are, by default, supporting just about everything that has to do with COUNTER r5 reporting. Talk about efficiency for the win!

Importing Reports Just Got a Whole Lot Easier!

To make things even easier for librarians, the new LibInsight Dataset now has several automated features to make it even easier for you to get started.

1. Importing Platforms from another dataset.

Most likely, you’re already using the the current E-Resources/Databases (r4) dataset in LibInsight and you’ve spent time creating all your platforms in there. Rather than recreating those platforms, we provide an easy import option to import the platform names/titles into the new r5 dataset.

 

2. Importing Reports Via Required SUSHI Fetching

We totally get how you can get spreadsheet-fatigue. You’re dealing with hundreds of spreadsheets across tons of vendors for different date ranges. It can be exhausting. To make things easier, the COUNTER r5 builds in automation from the start, with SUSHI. LibInsight supports fetching a single file at a time, or you can schedule harvesting monthly, quarterly, semi-annually, or annually. This way, you can set it up, schedule the harvesting, and forget about it…. until you need to analyze your data, of course. 😉

And, we added notification features – so when scheduling future SUSHI harvesting, you can choose up to three users to be notified via email when the fetch is complete and the data has been added to your dataset.

Test Your SUSHI Harvesting… Before You Harvest.

We’re always so grateful to our community for the incredible feedback they provide us, and this specific piece of feedback deserves virtual cookies to all that sent it in… calorie-free, of course.

When setting up an e-resource for SUSHI Harvesting, we now offer the ability to test the harvest first. This way, if you’ve entered the wrong API key or the requestor ID is not formatted correctly, you’ll know right away instead of 3-months from now when you try and run your first scheduled fetch.

Plus, if something isn’t formatted correctly – we’ll provide on-screen instructions to help you correct it.

We’re Looking for Your Feedback… Always.

Because r5 is so new and LibInsight is one of the first data-analysis tools to offer r5 support, we need to hear from you on how you need the new E-Resources / COUNTER 5 dataset to function.

Please send along your feedback, thoughts, comments, and ideas (and virtual cookies too, Springy Carrie is always hungry) and we’ll work on incorporating your feedback into future updates.

LibApps release with new LibCal, LibInsight, LibAuth, LibGuides, LibAnswers, LibWizard, and LibStaffer Features

Important updates!

Wow, it’s March already! For many of us, March brings warmer weather, longer days, and a general uplifting of spirit after a long winter. Well, Springshare is here to lift your spirits even higher with a ton of awesome updates for your Springy apps. Plus we’re sharing exciting LibWizard news!

These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, March 15.

LibCal

Online Payments Support Update
We’ve had some great feedback from customers who are using the online payments feature in LibCal – thank you! In this release, we added more payment processors and extended payment support to equipment bookings, too! There are also new billing rate types to allow for more flexibility in how you want to set up your charges for bookings. If you’re interested in activating online payments in your LibCal system, let us know!

Don’t miss the upcoming Training Tidbit session (Wednesday, April 3rd) that will take you through many of these great new features!

  • Parent/child relationship for groups of spaces. For example, set a large meeting room as a parent of two smaller meeting rooms. If the parent space is busy, none of the child space will be available for booking, and if any of the child spaces are busy, the parent space will be unavailable to book at that time.  To set up the parent/child space relationships, head to Admin > Equipment & Spaces > Click on the Spaces link for a Location > Edit an individual space > General tab.
  • Individual Space Landing Page & Link: We’ve added a standalone, perma-linked landing page for individual spaces.  It has the availability grid for that space, directions, more information about the space, etc.
  • Friendly URLs for Events: Navigate to Calendars > Choose a Calendar > Add/Edit an Event to use this new option.
  • Move or Copy Events from one calendar to another!  Go to Calendars > Choose a Calendar > Click on an Event > Modify Single Event > Move (or Copy)
  • Find Event to Copy modal

    Create New Event > Find Event to Copy

    Copy Event Info From An Existing Event When Creating a New Event. Go to Calendars > Choose a Calendar > Create a New Event, then click on the ‘Find an event to copy’ link at the top of the Add Event screen.

  • Exchange/Outlook Title Setting Options: the Exchange/Outlook Event Title selections now have three options: ‘Use Patron Name’, ‘Use Public Nickname,’ and ‘Use Patron Name + Email.’  To see these, head to Admin > Equipment & Spaces > Edit Location > Exchange/Outlook tab.
  • Anticipated Attendance: A new informational field for events to help make decisions on which space should be booked.  Go to Calendars > Choose a Calendar > Add/Edit an Event to see this new field.
  • New Patron Activity Statistics Page: There’s a new stats report for user (patron) activity. The report shows a monthly table with the number of appointments, events, spaces, and equipment reservations were made by patrons. Head to Stats > Patron Activity to check it out.
  • Separate Language Tokens for each confirmation button when booking an appointment and LibAuth is in use: we’ve added the ability to customize both confirmation buttons that appear when users book an appointment with LibAuth authentication.  This will help make the process clearer. Previously, each button was labeled “Confirm Appointment.”
  • The option to delete individual availability time slots via click is back! Head to Appointments > Availability and then click on any available time slot on the grid to access the delete modal.

Fixes include:

  • Location field in iCal files: We’ve corrected an issue where this field was not populating correctly.
  • Public Appointment Widget conflict with availability and Outlook busy times: We’ve corrected an issue on the public appointment widget: now slots marked ‘Busy in Outlook’ are appropriately made unavailable in widgets.

Get additional tips and strategies from our awesome training team – join us for upcoming sessions:

LibApps, LibGuides, & LibAuth

  • LibAuth setup wizard: If you’re brand-new to LibAuth and are a member of the InCommon or UKFederation, setup is a breeze: just search for your institution name, and we’ll set up the rest!
  • Accessibility fixes: We eliminated duplicate IDs on the Guides by Subject page, when guides were assigned to multiple subjects. We also removed “Navigate to” from the beginning of the ARIA labels for page names. Use your screen reader to navigate to another page in a guide by typing the first letter of the page name (YMMV!).
  • Guide statistics: We redid the back-end and improved the speed and waiting time of some long reports.
  • LibApps admins can now enable/disable others’ LibGuides profile pages.

Join us for our upcoming LibGuides training, including:

LibInsight: COUNTER r5 is here!

We’re super excited to announce that starting March 2019 you will be able to fetch COUNTER r5 usage reports from compliant vendors. SUSHI fetching capability is a requirement for compliance with this new release of COUNTER, and that has been our focus with this release.

You can schedule a single report fetch, or you can set it and forget it! Choose either the Platform, Title, or Database Master Reports and schedule a monthly, quarterly, semi-annual, or annual fetch of these reports. Choose up to three users who will be notified once each report is fetched and processed.

Why Master Reports? We’re gathering all the data for you so that you can narrow it down as you wish during analysis. Fetch it once, analyze to your heart’s content.

screenshot

With this initial beta code release, you’ll be able to fetch and analyze reports, use them in Cross-Dataset Analysis, and in Dashboards. Why “Beta”? Release 5 of the Counter Code of Practice is substantially different to earlier releases. You’ll still be able to see which of your platforms, databases, and titles performed the best and were searched the most—including cost-per-use analysis—but we are still polishing the interface and want to learn from you how best to make those tweaks. So check out COUNTER’s Friendly Guide for Librarians, then take a COUNTER r5 dataset for a spin and let us know what you think! We have an upcoming April training session to help get you started.

Join us for our April LibInsight training sessions:

LibAnswers

We have some small but mighty features and fixes to share with you for LibAnswers this release:

Link to the ticket from the RefAnalytics Transaction Explorer.

Showing Ref Analytics transaction link in the Knowledgebase Explorer.

Link to transaction in the Knowledge Base Explorer.

  • Tickets & Reference Analytics: In the Knowledge Base Explorer, tickets now show links to the related RefAnalytics record, if one had been submitted. In the RefAnalytics Transactions Explorer, the related Ticket is linked in the first column, if it’s related to a ticket. Now it’s easy to get those additional ticket details, if/when you need or want them!
  • Internal setting – fewer distractions! In the new LibChat Dashboard, the “Internal” setting now prevents ticket alerts from popping up.
  • No more missing LibChat charts: We fixed an issue that sometimes resulted in no charts displaying in LibChat stats.
  • No more interference: We fixed an issue where LibChat widgets that aren’t in use were interfering with other page functions.

Join us for upcoming LibAnswers training sessions:

LibStaffer

There are so many great new new features for LibStaffer in this release! Check them out:

Showing drag & drop feature to fill schedule shifts.

  • API: We’ve developed API support using OAuth 2.0 for LibStaffer!  Head to Admin > API to check out the available endpoints.
  • Drag & Drop for Shift Scheduling & Time Off: Click on an existing shift and drag it into a different “time interval” to modify the start and end times of the shift, assign staff members to existing shifts, and even create new shifts by dragging a staff member’s name from a new panel listing each member assigned to that schedule. Go to Schedules, then click on ‘Show Drag/Drop Shift Option.’  The Time Off schedule view also has this drag & drop functionality.
  • Free/busy status check for Outlook calendar sync during shift assignments: A new setting in the Outlook/Exchange setup will checks users’ free/busy times in Outlook for shift assignments.  Go to Admin > Accounts > Edit Account > Calendar Sync > Outlook/Exchange Settings to enable this feature.
  • Assign staff members to future instances of shift recurrences in one fell swoop instead of having to assign each instance of the recurrence. Click on Schedules and then edit or create a new shift assignment, then click the new down arrow on the ‘Save Assignments’ button and select ‘Save Recurring Assignments.’
  • Time Off Recurrence Options: Set recurring time off Weekly (with new options for every week through every 8 weeks) or Monthly! Head to Time Off > Add Time Off > Recurring Time to check out all of the new options.
  • Staff Member Pay Rates: For each user account, there are new fields for Regular & Overtime Hourly Pay Rate as well as a Daily & Weekly Overtime Threshold. These rates are used in the Time Clock reports to show how much an account holder earned during any given shift. Head to Admin > Accounts > Edit Account > Pay Rate to set the pay rate values for each account. Customize your currency display at Admin > System Settings > Currency Display.
  • Time Off Approvals now contain Supervisor name and Requested Time. We’ve also added a History button, which will show the associated time off detail for a user’s past 12 months.  Go to Time Off > Time Off Approvals to see the new report format and options.
  • Staff Current Status Report Enhancements: We’ve made it easier to get to this report from any screen! In addition to clicking the “View Current Status of All Staff” button on the Home page, you can simply click Staff in the orange command bar. Go there using either option to see an enhanced format of this report, including additional filter options for Status.
  • New Location, Department, and Position Fields: Head to Admin > Org Hierarchy to set up these new Admin-defined fields for use in all LibStaffer user accounts! Add locations, departments, and positions (including an option to mark positions as a Supervisor role) to your system, then go to Admin > Accounts to assign each account their appropriate location / department / position.
    • This release lays the groundwork for this feature. The Supervisor option has related functionality now (see next bullet point), and as always, we’d love to hear your ideas for how to best use this new LibStaffer feature!
  • Time Off Requests Routing: There are a couple of new fields on the “Manage Account” screen that relate to routing of time off requests! First, there’s the “Direct Supervisor” field: set your own or Admins can set any account holder’s Direct Supervisor by going to Admin > Accounts and editing any account. Once that’s set, you’ll see the new “Time Off Requests” field: choose to send time off request emails only to your Direct Supervisor or your Direct Supervisor and all admins.
  • Recurring Shift Notes on the Scheduled Shifts Report: We’ve corrected an issue where recurring shift notes were not appearing on the Scheduled Shifts Report.

Join us for upcoming LibStaffer training sessions:

LibWizard

We’ve been working hard behind the scenes to improve the reliability of LibWizard, and also fixed a few bugs along the way:

  • We fixed an issue where some LibWizard forms/surveys might not show up in the list when using “Add LibWizard items” in LibGuides.
  • We added a proper 404 page, so when your patron clicks on broken links or deleted forms, they’ll know what’s wrong.

That’s it, you ask? Not at all! We’ve been busy with this other little side project called…LibWizard v2. 🙂 That’s right, LibWizard has been re-written from the ground up!

LibWizard v2 addresses a lot of issues and pain points with v1, and will bring significant improvements to the Assessments/Tutorials module. We‘re so excited about it and can’t wait to share it with you! Stay tuned, LibWizard v2 is coming April 2019.

Whew! That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more in 2019–this awesome year has just begun. We are always here for you if have any suggestions or questions.

Springshare Client Stories: Usage Examples From Your Peers

It’s Great To Have An Idea. It’s Even Better To Have Examples.

Making improvements is the name of the game. You’ve listened to the feedback on the services you offer… and have made a point to get started on providing those that you don’t. The priority is making sure your library is as useful to your patrons as possible. There have been meetings and plans. The projects are assigned. You have a vision for what you can do with the solutions you own. But, it’s helpful and practical to see what other libraries are doing. Reading about how your peers have come up with additional uses or found innovative ways to use features — this exchange is invaluable as you tailor your library to meet patron needs.

Springshare understands how beneficial it is for our clients to see how other libraries solve problems, implement new services and, what’s more — learn how people have responded to the work they’re doing. We’ve had the Springshare Lounge since the very beginning. We share client usage examples in this blog. Plus, we have dedicated a section of the Springshare Buzz site to in-depth Client Stories. Examples are essential in life. If you were tiling your bathroom for the first time, you’d probably watch a video. If you were bungee jumping, you’d want someone else to go first!

Get In The Mix.

The Client Stories in the Buzz Site feature many types of libraries. You’ll find stories about Academic, Public, Government, Hospital and, soon, we’ll feature a School library. They all highlight ways your peers are using Springshare tools.

Sometimes, we explore a singular accomplishment. For instance, the story on Penn State University covers how they have a library presence across 30,000 online courses using the LTI integration tool in LibGuides CMS. Other times, you’ll discover a story that shares how a library, like the Albuquerque/Bernalillo County Public Library, uses the Springshare Suite of tools.

Don’t box yourself in. Get in there are read about how all kinds of librarians are working toward providing outstanding service.

Great Minds Prioritize Alike.

Client Stories align with your current and future projects because they’re all about your peers. Don’t be surprised to see segments that look a lot like your to-do lists or your recent meeting agenda talking points. Great librarians. Great minds. Great community.

Are you thinking about using the LibGuides Blogging tool for a newsletter?

  • In the VDOT Research Library Client Story, it says, “For years, the Associate Director Ken Winter and the librarians wanted to have a weekly E-Newsletter. Their motivation was to use the LibGuides CMS blog feature to share new resources and publicize cool guides they had built, write about general library information and highlight research news.”

Have you been considering using the LibAnswers Platform but would love to hear how it’s working for libraries?

  • The story on City, University of London quotes Lucy Clifford, the Library Systems Manager/Analyst/Programmer who says, “We’ve had great feedback from our users about the booking system and chat services in particular. We’re involved in an externally scrutinised customer service award scheme (the WOW! Awards) and a substantial number of the nominations received by library staff for these have resulted from LibChat enquiries.”

Wondering if you’re using LibWizard to its full potential?

  • The Southern New Hampshire University story shares an innovative use for LibWizard. Their reference librarian built a simple LibWizard Reference S.O.S. form, which they’ve embedded in the LibAnswers Admin Alert Box. Jennifer explains that, “We needed some way for them to really quickly call for help because an email takes too long and a phone call also. Basically, as long as they have the dashboard up, with 2 clicks they can get help. It will email all the reference librarians at once and just asks for help.”

There’s a wealth of knowledge and experience out there. Librarians are innovators with some of the same goals as you and, often, the same challenges. It’s constructive and efficient to learn how some addressed their dilemmas.

Hot Off The Presses!

The newest Client Story was just published this week. Check out the work being done by the team at Geisinger Health. Library Director, Tricia Ulmer discusses their journey with Springshare tools, the problems they were trying to solve and illuminates us on why “…medical libraries are the place to be.”

Springshare loves learning about the excellent ideas our clients have imagined and implemented using our tools, so what else would we do but listen and praise and share them with you! Happy reading.

 

We’re Looking for A Springy Trainer!

Hello Springyverse – we’ve got some exciting news: we’re currently looking for an awesome new Springy to become part of our training team, delivering webinars about implementation and use of our products!

Training Specialist

As part of our Community team, a Training Specialist is literally the voice of the company, embodying our commitment to set our customers up for success through online and recorded training sessions. Duties include: development and delivery of online, webinar-style training sessions; conference attendance, including delivering in-booth presentations and potential for in-person training workshops. Additional duties may include coordinating with customers for virtual user conferences and joint presentations or assisting with specialized onboarding for new customers.

Qualifications:

  • Experience conducting webinars and virtual meetings.
  • Strong communication and investigation skills.
  • A healthy dose of curiosity.
  • Ability to understand our technology/software, learn quickly, and self-manage / learn on your own.
  • Knowledge of HTML and CSS.
  • Excellent organization and multi-tasking skills (like, really, really excellent!).
  • A sense of humor is a must!
  • Ability to work with and as part of a remote, distributed team.
  • Previous Admin level experience with our products strongly preferred.
  • Project management experience helpful.
  • Some travel required.
  • Residency in one of the following states (current or willingness to relocate): CA, FL, KY, MA, NY, PA.

Interested?
Send your cover letter and resume to jobs@springshare.com. We’re excited to hear from you!

Using LibGuides CMS Discussion Boards for Team-Building

At the Linscheid Library at East Central University, it all started with a mentoring program. In 2017, during a mentoring relationship with a new technical services librarian, Patrick Baumann and his mentee discussed the different personality types of their librarians and how, if different personalities joined together, it could really enhance the Library’s team.

“If we fit different personalities together, it could work better as a team. We could develop our team of librarians by figuring out what our personalities are and using that to work with each other and to discover things about ourself and the people we work with. This would help us to figure out who would fit best together for projects.”

Patrick teamed up with librarian Marla Lobley to take this idea to the next level. By the beginning of 2018, Marla and Patrick started their StrengthsFinder Project. Using Tom Rath’s 2007 StrengthsFinder 2.0 book as the basis for their project, Marla and Patrick went beyond the typical personality tests to actually uncover each individual’s top strengths. StrengthsFinder starts with 16 personalities and then gives you exercises for your top strengths as well as exercises for team-building.

Lastly, it focuses on the positive. You’re talking about your strengths and not your weaknesses. Because we all think about our weaknesses and what you’re not good at. This focuses on your strengths and positive things.

Once they had the project in place, they needed a tool to carry it out. Rather than relying on email, Marla remembered that their LibGuides CMS tool has internal Discussion Board functionality. So librarians could log in to a tool they’re already familiar and comfortable with, and know that this internal project would remain just that… internal and not visible to the public.

Their first LibGuides CMS Discussion Board thread was a calendar, a method for librarians to keep on track of the project.

 

Each librarian performed a strengths assessment, reported on their strengths, and then focused on their top-five strengths. Each librarian then created an action plan to focus/enhance those strengths and share their strengths with everyone else.

For sharing their strengths, and to get feedback, each librarian created a Discussion Post highlighting their top five strengths. Colleagues would then reply to each librarian’s thread with their personal feedback.

Our colleagues would reply to each thread and say, “I can see this strength in you such  and such project. You use that strength, and I’ve seen it.” That gave us some positive feedback.

 

Having this as discussion board threads, it was easy to manage and navigate….especially when you have 23+ replies.

Additionally, the team made use of a neat Discussion Boards feature:

With each thread reply, you can mark things as helpful which is almost like ‘Liking’ in Facebook. Which is kinda cool. If someone replied with a comment that you liked, you can mark it as helpful. It made it fun in addition to useful.

Overall, Patrick and Marla consider the project a success. It focused on the positive, each librarian’s strengths, and it helped each person to better understand their coworkers. Plus, their library director found it helpful to learn about each of the librarians and how best to work with them.

In terms of using the LibGuides CMS Discussion Boards for this project, it went really smoothly. It’s pretty straight-forward. And it’s about how you can be creative in using a tool through Springshare. It was a worthwhile project, and I’m glad we did it. And the [LibGuides CMS] Discussion Boards really helped us to carry it through.

If you’re planning on doing a similar project, Patrick and Marla have some helpful suggestions from their lessons learned.

  • If you’re planning on using a book as the basis for your project, be sure to get everyone copies of the book.
  • Make a plan/calendar and keep on task.
  • Remember, people go at their own pace, so remain flexible to give people time to process and schedule time for open discussions.
  • Be prepared to give and receive honest feedback.
  • Be up front with what you’re doing.
  • And if you’re using LibGuides CMS Discussion Boards, remember to set notifications for each thread.
    • Note: If you’re not getting notifications, check with your IT department about whitelisting LibGuides CMS emails.

Navigate to our Facebook Page to view Patrick’s 15 minute presentation from ALA-Midwinter 2019. You don’t need a Facebook account to access the video, but if you do – take a minute and Like our Facebook Page so you won’t miss cool content like this in the future (be sure to set your notifications for @springshare to ‘On’ so our posts show in your Facebook activity stream). Download Patrick’s slides from our ALA-Midwinter Recap Guide, and check out some of the other presenters to boot!

ALA Midwinter 2019 Guest Presentations Now Available Online

If you missed the 2019 ALA Midwinter in Seattle, you not only missed beautiful weather (it was actually sunny, no rain, every single day!) but also our amazing line-up of guest speakers. But have no fear and put away that sad trombone music, because we have something great in store for you!

Watch all guest presentations and download presenter materials on our ALA Midwinter 2019 Guest Presentations Buzz Guide. Huzzah! Cue happy trombone music!

But, that’s not all. We also have recordings of three Springy Trainer-led sessions that we did at ALA Midwinter as well! From Springy Carrie presenting on the brand-new Screensharing functionality in LibAnswers to Springy Michelle highlighting the new LibStaffer Workflow forms, these are awesome (and short!) videos to consume.

While you’re there, you might notice that all videos are hosted on our Facebook Page*. That’s because we use Facebook Live to stream these guest presentations… 100% live. So please bear with us if they’re not 100% polished and sparkling, the beauty of live video streaming is that we’re all on this journey together – and the hiccups are what make it interesting. And hey, while you’re looking at this videos on our Facebook page …why not take a minute and LIKE our page? This way, the next time we stream amazing guest speakers, you won’t miss out on seeing them. And remember, if you want to receive notifications in your Facebook Feed, you’ll also need to adjust your notifications to ON. This way, you won’t miss out on product updates, video presentations, Facebook Live streaming, and more.

These 15-minute guest presentations by Springshare users will get you thinking about the new and interesting ways you can use your Springshare tools.

Guest Presentations

(times vary between 17min – 12min in length)

Fort Vancouver Regional Library: LibAnswers Queues and FAQs in a Public Library Setting

While LibAnswers can be used to answer patron questions, the sky is really the limit in how you use it to manage patron communication. Learn how Fort Vancouver Regional Library customized queues for Reading Suggestions, Proctoring, and Technology Assistance services, and see how they use FAQs to proactively address trends in patron questions.

East Central University: Strength-Share: How the Linscheid Library Used Springshare’s Discussion Board for Librarian Team-Building

The librarians at East Central University underwent a project in 2018 to improve employee communication and relationships. Watch Patrick Baumann present on the project origins and more. Learn creative ways to use Springshare products to improve their work environment.

Troy University – The Library Has That?: Using LibGuides to Promote Library Services.

The Troy University Librarians provide services to students, staff, and faculty at four Alabama campuses and around the world. LibGuides were used to provide a centralized point of reference to answer recurring questions. Watch librarians Kelly Wilson and Rachel Hooper as they discuss these guides and how they have impacted their librarians and services to their patrons.

Texas Tech University: Using LibGuides Across Subjects: A Science Librarian Perspective

Science Librarian Jessica Simpson discusses how she’s customized guides to meet the needs of students across disciplines. Watch and take away great tips for making your guides more useful.

Springshare Trainer-Led Sessions

(sessions are no longer than 10min in duration)

*Note: You do not need a Facebook account to watch our videos, simply ignore the login/sign-up information and proceed.

Get Creative. Let Your LibGuides Imagination Run Wild.

LibGuides Is Your Efficient & Effective Multi-Tool.

While the cake pop maker you got as a gift sits in your pantry with many other one-purpose small appliances, you probably think about regifting it at least four times a year. You already know that LibGuides can help you build subject guides, course-specific guides, guides you use to outline your orientation sessions and — for public libraries — guides for everything from Taxes to Genealogy to Job Searching and beyond.

LibGuides is so flexible because we didn’t design it to do those things. We designed it to communicate. LibGuides can also be your megaphone, your bulletin board, your invitation, and your checklist. It can be your newsletter, your blog, your virtual book club… you see where we’re going with this. It can be your go-to way of starting any conversation with your multiple audiences and — while you’re at it — it is a scrapbook of all the cool things you’re doing and sharing! If you have LibGuides CMS, it can be your intranet, your sandbox and more! Check out some really great ways people are using LibGuides to say — anything.

Keep Everyone In The Loop.

LibGuides are easy to build and, just as important, they’re easy to keep updated. They’re a perfect fit for building guides that are important to everyone. The University of South Carolina Upstate Library turned to LibGuides to keep everyone updated on the Library renovations. They designed a visually striking image and put it in the top box that spans the columns. They included images and have a tabbed box they’re using as a monthly blog to detail progress and share timelines. They’ve even got a top-level tab that contains Conceptual Drawings and Plans. It’s a stellar example of keeping their community engaged and in the loop.

 

Conferences, Vendor Days, Annual Meetings and Events. Check!

Organizing a big event takes creativity, organization, attention to detail… and then you have to market it and make sure your audience has all the pertinent details. If you’re a frequent attendee, you know how helpful a good event site can be. The West Virginia University Law Library built a guide for the SEAALL Annual Meeting. It features side-navigation tabs that share information about

  • Registration
  • The Schedule
  • Accommodations
  • Networking activities and more.

The best part? Since they also have LibWizard, if they wanted to get feedback, they could add a survey to the guide and ask attendees to fill it out after the event.

Publicize a Contest.

Bulletin boards are great… if you’re looking for a drummer. But if you need to share more information, you should head to LibGuides. The B.D. Owens Library at Northwest Missouri State University is asking for submissions of a paper or project for their Undergraduate Library Research Awards. They have conveyed the deadline, listed the prizes, shared the date and time for the ceremony. Plus, they utilized the tabs to define the eligibility, the criteria and even have a section noting previous winners. LibGuides is designed with promotion in mind. During the publication stage, they can share this guide via Twitter and Facebook. Plus, friendly URLs are great for sharing the link. When you want to get the word out — but there are definitely more than two words, (i.e. “roommate needed!”) we’ve got you covered.

Foster A Sense of Community with a Book Club.

Libraries are using the Blogging feature in LibGuides to announce exciting additions to the collection, to introduce a new member of the team, to share a new service being offered, and — in the case of Boston Children’s Hospital — to post information about their Book Group. People can subscribe to the blog. They can view recent posts and even check out the archive. Engagement is encouraged with integrated commenting. Behind the scenes, the bloggers can manage subscribers, create a blog widget and, to really up the broadcast game, they can easily share a published blog on social media.

Possible Future Projects

If you want to nurture your creativity in 2019, we’re here to encourage more limitless thinking. We’ve got excellent videos on-hand for you to peruse and new live sessions to keep you discovering (sign-up to get Training email alerts!).

ALA Mid-Winter, Coffees & Books… Springshare is Seattle Bound!

How excited are we?! Any day of the year, Seattle is a dream destination. It has a lovely skyline, is home to bookstore after bookstore filled with new, used & collectible books gathered in super charming shops. Coffee is at the top of the food pyramid. All that spells, let’s do this. But, add to that — an invasion of Librarians upon the city, January 25-29, and our Springys will wake up extra early to fight you for the window seat!

While you’re at ALA Mid-Winter, come see us in Booth #1004. Although we won’t be throwing any giant fresh fish at you, you can catch our incredible presentation lineup!

For those of you who are home minding the library. Stay tuned! We’ll be live streaming some of these amazing sessions. Head over to our Springshare Facebook Page at the scheduled local Seattle time and you’ll be right there with us. You can even ask questions in the comments area. We’ll make sure the speaker sees them so you can get answers.

Training Tidbits

LibStaffer Workflows Forms: handle all your job applications, hiring, and scheduling in one tool!

LibChat: “Let me show you how…” Screensharing in Real Time

Payment Required: Using the Billing and Payments with LibCal for Events & Spaces

LibCRM: A CRM for Outreach & Liaison Librarians

Access Denied! Using LibAuth to restrict LibGuides CMS

Best Practices for Images in LibGuides

LibGuides Gallery Boxes

Guest Presentations

Troy University – The Library Has That?: Using LibGuides to Promote Library Services.

  • Saturday – 10:00am to 10:15am Streaming Live on Facebook

The Troy University Librarians provide services to students, staff, and faculty at four Alabama campuses and around the world. LibGuides were used to provide a centralized point of reference to answer recurring questions. Join Elizabeth Dill, Kelly Wilson and Rachel Hooper as they discuss these guides and how they have impacted their librarians and services to their patrons.

East Central University: Strength-Share: How the Linscheid Library Used Springshare’s Discussion Board for Librarian Team-building

  • Sunday – 10:00am to 10:15am Streaming Live on Facebook

The librarians at East Central University underwent a project in 2018 to improve employee communication and relationships. Join Patrick Baumann to learn about the project origins and more. Attendees can expect to take away creative ways to use Springshare products to improve their work environment.

Texas Tech University: Using LibGuides Across Subjects: A Science Librarian Perspective

  • Sunday – 12:30pm to 12:45pm Streaming Live on Facebook

Jessica Simpson will discuss how she’s customized guides to meet the needs of students across disciplines. Attendees can expect to take away great tips for making their guides more useful.

Fort Vancouver Regional Library: LibAnswers Queues and FAQs in a Public Library Setting

  • Monday – 11:00am to 11:15am Streaming Live on Facebook

While LibAnswers can be used to answer patron questions, the sky is really the limit in how you use it to manage patron communication. Learn how Fort Vancouver Regional Library customized queues for Reading Suggestions, Proctoring, and Technology Assistance services, and see how they use FAQs to proactively address trends in patron questions.

 

Insights into LibInsight: The LibInsight Experience at two University Libraries

Data-driven decisions. Actionable Insight. Multi-variable Analytics. Dashboard Reporting. You hear these buzzwords anywhere and everywhere these days, and libraries are no exception. Gone are the days of tick sheets and anecdotal evidence.

Libraries need robust data gathering and data analysis tools to help them make everything they do… better, more effective, more engaging, more user-focused. That’s why we developed LibInsight – we want every library to have an affordable, easy to use data-gathering and analysis platform so that all these buzzwords become part of the regular library workflow.

Springshare sat down with two libraries to learn how they’re using LibInsight at their institutions to successfully streamline data workflows – City, University of London and the University of Pittsburgh.

City, University of London Libraries

by Derek Mackenzie, Head of User Services


Capture Data with LibInsight
We use LibInsight to record enquiry data at all our library help desks, as well as recording and analyzing data from other systems, e.g. circulation data, user access data (through our library swipe access points). The analytics element in particular has been useful in pulling out statistics and trends to highlight in reports – for example in papers for University committees, or data we share with staff to help review what we’ve been doing.

We’ve also introduced library school students at City to the delights of LibInsight – I’ve given a workshop session to the Masters students over the last couple of years to look at library data and analytics. I’ve used the datasets to give them an insight into how we can extract meaningful stats quickly and put together a dashboard with some questions for them to consider around trends in library use (visits, loans, enquiries) over recent years.

Enhance ILS Reporting Capabilities

We import checkout and hold transactions from our library system into LibInsight circulation datasets, as our library system allows only limited analysis of statistical data. We recently used the holds dataset to identify the most requested books in different subject areas so that we can try and source ebook alternatives as part of a project to make required readings as widely available as possible to students.

Dashboards Show the Library’s Progress

We’ve packaged some of the key library activity data into a LibInsight dashboard. This shows enquiries (in-person and online), items borrowed, usage of our online reading list and digital repositories among other measures of library activity.

We’re planning to present this to the Library Committee (which consists of senior academic staff from all the Schools at City, other Professional Services staff and Students Union representatives) ahead of their twice-yearly meetings to help give them an easily digestible snapshot of what’s been happening around the library service. It’s also intended to be a resource for our library staff to dip into and keep up to date.


University of Pittsburgh Libraries

by Berenika Webster, Director of Assessment and Quality Assurance

At the ULS, we have 20 “active” LibInsight datasets that are classified into three categories:

  • Standard ongoing data collection for reporting and administrative decision-making (e.g. instruction and outreach, gate counts, Counter, etc.).
  • Ad hoc data collection for time-limited projects (e.g. use of print journals in main and dept. libraries, head counts on our newly renovated floor, etc.).
  • APIs from other Springshare products (e.g. LibGuides and LibCal) and Google Analytics for automated pull of external data; mainly to feed a LibInsight public-facing dashboard and to embed these into various ULS websites as appropriate.

LibInsight provided us with a first step to start collecting library data into one place and allowing quick reports to all registered users.  For instance, Liaison and Instruction Librarians can produce evidence of their activities for annual reviews; service heads can see patterns of use of their services to adjust staffing levels, and COUNTER reports are used when considering adjustments in journal subscriptions. Because we need deeper visualization of our data, we appreciate LibInsight’s ability to export our data into Tableau.
We look forward to an opportunity when/if LibInsight will talk to Tableau directly!


Learn More: Live Training, Videos, & Recent Updates

 

Top 10 Springshare Blog Posts of 2018

2019 is upon us and everyone loves a recap post.

We wrote 58 blog posts in 2018 (phew, our fingers are tired!) showcasing awesome new functionality in Springy Tools, guest presentations, SpringyCamp conferences, and so much more.

So join us as we look back and highlight our top ten blog posts of last year.

hacker1. Security & Protection of your Springy Sites

January 25, 2018

If cloud-computing had a theme in 2018, it would’ve been HTTPS. In this blog post, we announced new functionality to route all patron traffic in Springy tools (LibGuides, LibCal, LibAnswers, etc.) through HTTPS. Plus, we added integration with Let’s Encrypt to provide completely free HTTPS security certificates for all your Springy v2 tools. Talk about starting 2018 off with a bang!

2. LibCal/LibStaffer Integration

March 14, 2018

Don’t you just love it when your tools seamlessly work together? We do, too. That’s why we added two-way integration between LibCal (your calendaring tool) and LibStaffer (your staffing/scheduling tool).

In LibCal, if you have a confirmed Scheduler Appointment – you can’t be booked for a LibStaffer shift and vice versa. 2018 – the year you stopped accidentally double-booking yourself. Huzzah!

3. GDPR Compliance & Our New Mailing List

April 25, 2018

In preparation for the GDPR’s enforcement on May 25, 2018, we released tons of features to help ensure your compliance. And, if you think, “Hey, our institution doesn’t reside in the EU, so this doesn’t apply to us.” Think again. If you service even a single EU citizen, no matter where in the world that EU citizen resides, the GDPR applies to you. And, while we were on the subject of privacy, we revamped our email list. So, if you want receive our Springshare newsletter, new product releases, training webinars, and SpringyCamp announcements – you need to explicitly opt-in here.

4. LibTote and LibTote Platinum

April 1, 2018

I mean, who doesn’t love a good April Fool’s joke?! This blog post was dedicated to our fake product launch – LibTote and LibTote Platinum. Smart Tote technology you can take with you, to help you take other things. Why? Well, because there are two kinds of Librarians in the world… and they both love Tote bags. If you need a chuckle, take a minute (or two!) and revisit this blog post and dream of a world where your Tote bag has Blue’tote functionality, smart expansion, and robust usage stats.
Sigh – if only we lived in such a world. 

5. New LibChat Operator Interface

June 28, 2018

LibAnswers with LibChat saw a ton of updates last year. But we kicked it off with a blog post announcing an entirely new LibChat operator console designed to help you manage loads of patron chats more efficiently and chat internally with colleagues as easily as possible. But, this was just the tip of the new features iceberg. We, later, announced more chat improvements, ideas for discovery layer integration, and our screensharing & webinar functionality (coming January 2019).

6. SpringyCamp Summer Series

July 31, 2018

In case you missed it, SpringyCamp is our virtual user conference (completely free!) where Springy users share how they’re using their Springshare tools at their institutions to attendees who watch from around the world. Literally, we have people who get up at 3am their time to join! Our 2018 Summer Series featured three virtual conferences, June, July, and August, with some amazing presenters and showstopping presentations. If you didn’t get a chance to watch the first time around, no worries – watch a recording any time.

7. SUSHI Fetching in LibInsight

July 3, 2018

LibInsight is your data storage and analysis powerhouse – and it got even more powerhouse’y last July. We rolled out automated fetching for your SUSHI compliant E-Journals, Databases, and eBooks datasets. Simply connect LibInsight to your database vendors and your e-resource usage data will automatically port into LibInsight for easy analysis.

8. Essential LibGuides You Need

September 17, 2018

We’ve seen our fair share of excellent LibGuides. This blog post details the guides you should have and ones you didn’t even know you needed! If you’re looking for LibGuides inspiration from other libraries, don’t miss this list highlighting just some of our favorite essential LibGuides. And, if you’re looking to build some LibGuides on current events, don’t miss this blog post either!

9. LibStaffer Workflow Forms

October 11, 2018

We released a really big feature for LibStaffer at the end of last year that helps you streamline the way your library processes various staffing-related forms. LibStaffer Workflow Forms enables you to create customized online forms that facilitate the entire life cycle – after the form is submitted. This includes automated email notifications, full audit trails, and the ability to view the entire workflow/history for each form submission. Looking for ways to use LibStaffer Workflow Forms? Check out this blog post highlighting 5 Ways to Use Workflow Forms.

10. New Australia / Asia-Pacific Datacenter

December 10, 2018

When you start a year with a bang it has to end with one too, by announcing announcing a dedicated data center for our Australia, New Zealand, and Asia-Pacific customers. In early 2019, we’ll automatically move all customers located in the Asia-Pacific region to this dedicated server cluster. This new data center is our 3rd cluster, with dedicated geographical servers, alongside our Canadian and European clusters. These dedicated data centers help ensure that your institution is in compliance with local laws regarding transmission of patron data in/out of the United States.