Archive for April 29, 2016

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.