Archive for May 10, 2017

LibGuides 2.1.16.0 is Here; It’s Linkalicious!

We’re super excited to announce that the LibGuides 2 v1.16.0 release has gone out to the US and EU regions. There’s some great stuff in it for you, including the new link checker, some new AZ features, and the ability to write AZ Asset information via the API. You auth nerds out there will also appreciate learning that with this API release, we’re moving to OAuth. Don’t worry, the existing API calls are still in place for backward-compatibility.

The LibGuides Link Checker has Returned!

It’s baaa-aaaaack! The LibGuides Link Checker was rewritten from scratch and is better than ever! Not only does it run every day—every 30 minutes, in fact—it also brings you new features, like the ability to dismiss links from the report and add link or domain exclusions.
LibGuides Link Checker Report screen
We’re holding off on kicking off the actual link checking to give you time to add in your own domain exclusions. What’s an exclusion? Great question! All pages for domains that you add as exclusions are skipped by the link checker. Meaning that if you add mylibcat.org as a domain exclusion, it’ll skip any link that begins with that, like mylibcat.org/bookitem-12345.html. We suggest that you add library system URLs like your proxy, discovery system, link resolver, anything that may hit a login page or otherwise appear as a “false positive” to the link checker. If you haven’t already, we recommend making use of the system-wide proxy settings for your Database Assets. More on that below.
But wait, you might say, I sent you my catalog domain yeeeeears ago. What gives? Good point! One of the improvements we’ve made is the ability to implement and track exclusions per site. Previously URLs were not associated with a site, so we had no way of parsing this list out and making sure that the right exclusion made it to your list. Make sense? We’re truly sorry about that, but think that the link checker is so much better now, you won’t mind. 😉
LibGuides Link Checker Exclusions
If you’d rather wait and see what hits your report, you can do that, too! You can add a single link to the Exclusions report with one click, or you can add an entire domain in the Exclusions tab. Links added to Exclusions will not be checked the next time around. We’ll be adding an option for Bulk-dismissing links from the report in the next week or two, so stay tuned for that!
We’ll kick off the Link Checker on Tuesday, May 16, 2017, U.S. time. You will not see links in your Link Checker report until then.
Summing things up, here’s what you should know and do to get the most bang for your buck from the new Link Checker:
  • Don’t expect to see links in your report until after Tuesday, May 16, 2017, U.S. time, when we turn the new link checker on.
  • Before May 16th, go to Tools > Link Checker > Exclusions to add library systems – particularly your proxy server – to the Exclusions list.
  • Make use of proxy settings so proxied links don’t get checked at all. Add your proxy string in Admin > System Settings, then make sure your links have the proxy Enabled.
  • Once the Link Checker starts running, monitor it regularly to update broken links and dismiss false positives.
  • Check out our documentation to learn more about the new Link Checker, dismissing links, and Exclusions!

A-Z Assets Write API 1.2 (CMS Only)

Also in this release is a brand-new set of API capabilities for creating or update your A-Z assets. You can still use GET requests to pull this content out of LibGuides, of course, and all existing 1.1 calls are supported for backward-compatibility purposes. To get started with the new Write API, go to Tools > API > Endpoints 1.2.
Also with this change comes the implementation of OAuth 2.0 rather than site keys. Want to host a hackathon for students to see what apps they can create to display your databases? No problem! Just go to Tools > API > API Authentication and create an application that only has the authority to make GET requests. Want to pull data from your ERM and push it to LibGuides? Create an application on the API Authentication tab that is allowed to create and update as well.

Export Database Information — and Update With the Same File!

Speaking of updating databases, we’ve made it easier to do this en masse. If you have a few or a bunch of changes to make, download a spreadsheet of ALL THE DATABASE THINGS by going to Content > A-Z Database List > Export All Records > TEMPLATE. Make changes in the file, then click Import / Update Databases to upload the spreadsheet. (Hint: remove assets that do not need updating at this time so you don’t have to wade through them all on the confirmation screen). Aaaaand you’re done!
LibGuides AZ Databases List with Export and Import options

A-Z Asset Login Credentials

Do you have database assets that have separate access, administration, and statistics portal URLs? Now you can track them in LibGuides! First, go to Content > A-Z Databases List > Settings > Login Credentials to set up the types of credentials you need to add. You might add Admin, Stats, or whatever other category of URL you need.
LibGuides AZ Databases Login Credential Types settings
For each type added, URL, Login, and Password fields will appear when you edit an asset:
LG AZ Database List Login Credentials

Additional Features and Fixes

  • Bug squashed! Tweets sent from a guide do not require a guide description.
  • Social posts for your blog posts contain the blog post title, not your guide or system’s.
  • Bug squashed! The posts-by-subjects list has been restored for blog pages.
  • Cover art retrieved from Syndetics is protocol-less; if you’re https, so are they!

LibAnswers 2.14 Update Now Live!

The hits just keep coming – we have new LibAnswers features to share! These updates are all about providing timely reminders and notifications, plus additional protection from viruses in file attachments and exciting news about what’s coming in LibChat. Read on for more…

Custom Email Alerts

We’re adding several new customizable email and SMS alerts, to help manage your LibAnswers system and keep on top of emergencies as they happen! These real-time alert features truly make LibAnswers a must-have help desk system and a necessity at any library. We’re introducing two new types of alerts:

Email & SMS alerts that trigger when many tickets show up in a short period of time

Think of these as “emergency alerts”, as they’re built to provide immediate notification when something unexpected is happening, so you can troubleshoot immediately. Admins can set up special email/SMS alert triggers that notify a custom list of emails/SMS numbers when either:

  • a specific number of tickets arrive in the system in a short amount of time (so ex when a lot of people are reporting that a database is down), or
  • Any tickets with a specific keyword shows up (so ex if a patron emails them with something that includes the word “emergency”, notify this list of people)

Periodic reminder alert email to remind people to answer their open tickets

One of our highly requested features! Admins can set up automatic reminder emails – either to a custom list of email addresses OR to individual ticket owners, to alert/remind them about particular things, including:

  • When a librarian has tickets that have been open for X days
  • When a librarian has tickets that have been open for X days and the patron is waiting on a reply
  • When there are X number of unclaimed tickets in your system

To set up both of these types of alerts, Admins can head to Admin > Queues > Edit Queue > Notifications > Customized Alerts.

Virus Scanning for File Attachments

We’re adding antivirus scanning to all file uploads in LA, so if the patron or the librarian attempt to upload a file that contains a virus, it will be rejected by the system. If patrons attempts to upload a file with a virus, the file will be rejected, BUT the system will display a note to that effect (so you’ll know that they attempted to share a file with XYZ name, but that it was rejected).

Coming Soon: Chat Updates

We’re already busy working on the next update which will come your way in June and will contain awesome new LibChat functionality – we can’t wait to share the news with you soon… 🙂

LibInsight: Database-level Stats and a Whole Lot More!

We have some fantastic news for Electronic Resources Librarians as we head into invoicing and end-of-year stats gathering season. Are you ready for database-level statistics??

With the latest LibInsight code release, you can upload the COUNTER Database Report 1 (DB1)—either by uploading files or by retrieving them via SUSHI, if the publisher supports it. You’ll notice that the Analyze screen looks a bit different, too, because we changed some stuff up to get database stats into your hands.

Adding Database-Level Statistics

To upload your COUNTER files or retrieve a SUSHI file (or enter them by hand if that floats your boat!), go to the Record Data screen for your E-Journals/Databases Dataset. Need a sample file to compare to the data you get from publishers? Click Upload Usage Data then look for the R4 Sample link on the DB1 line:

Find a sample DB1 for download on the Record Data Screen

Just want to grab a file via SUSHI? No problem! Click SUSHI Harvesting, choose your provider and report type, specify your dates and away you go!

Choose DB1 to retrieve this report via SUSHI

Analyzing per-database data

Do you want to dig into your e-resources data to see which databases are used the most? Which are not really used? Do you have the same database through different platforms and want to keep track of which gets the most use? Which databases get a lot of searches but don’t generate a lot of clicks or views? You can get at the answers to these questions and more with Database Use Statistics!

First go to Analyze and run a report on an E-Journals and Databases Dataset. The Overview tab initially presents data for all platforms in your dataset. Use the Searches, Views, and Clicks variables to see data uploaded via PR1 and DB1 reports – if a DB1 report has been uploaded, those platforms will show the number of databases they contain. If you’ve added cost data, LibInsight automatically calculates your cost-per-use. Psssst you can see which journals are contained only by uploading the Journal 1 (JR1) report.

LibInsight E-Journals/Databases analysis including database-level stats

To view statistics by database, click Databases > Database Use. The real fun begins below the table that summarizes how many databases each platform has. When you view the database list for each platform, you’ll see the Searches, Clicks, and Views attached to each database.

LibInsight Database Level Statistics

Click the Databases tab > Top/Zero use to see your most-frequently-used databases as well as those for which there are zero stats. You can view these across all your platforms or just rank them within a single platform.

Expanded and Easily-Discoverable Platform Information

We’ve made it easy to enter and find more information about your e-resources platforms. On the All Datasets and Manage Datasets screens, you’ll see a cogs icon in the Actions column for E-Journal/Databases and eBooks datasets. Click that to jump to your platforms list to add new or edit existing platforms.

LibInsight Platforms List

We have also added a bunch of fields as well as easy jump points from a Platform page to its corresponding Licenses, Uploads, and (NEW!) Invoices tabs. Now you can track which SUSHI credentials to use and add URL, user ID, and password fields for affiliated sites, like administration or statistics portals.

LibInsight Add New Platform page

New Cost Data Options

Last but not least of our big new features this month is the ability to attach 1 or more invoices to your e-resources platforms. Go to the Record Data screen or click the Invoices button on a Platform’s information screen to add, view, and edit Invoices. Currently, you can add a date, coverage dates, amount, and an attachment. Coming soon will be the ability to add line items to your invoices! Line items will be used to calculate cost-per-use at the database level in E-Journal/Database dataset analysis.

LibInsight Add New Invoice Screen

Already added Annual Cost data in your e-resources datasets? No sweat, that option is still there for those who prefer to enter a single cost per platform per year. This may be simpler for smaller platforms that do not come with multiple invoices.

More Dashboard Time Period Options

You asked for more options when graphing data in a Dashboard, and we’ve added a bunch! Now you can chart the last 6 or 12 months, last calendar year, this calendar year (to date), or even a custom date to present. The existing options are still there, so if you’re after 2 weeks, 24 hours, or a custom date range, the gang’s all here!

LibInsight Dashboard time period options

Additional Features

As they say in infomercials, but wait, there’s more! We’ve been busy bees indeed at Springy HQ, and we’re pleased to also announce these smaller fixes and features:

  • Filters area on pages containing tabular data (All Datasets, Accounts, etc.) allow you to add more than one limiter at a time
  • Gate Counts recorded daily or more frequently contain Weekly graphs
  • Entered By is a chartable field for Custom Dataset Dashboards
  • Browser / OS charts are available for Google Analytics Dashboards
  • SUSHI Support for ProQuest eBooks Central
  • Split out Finance graphs into Expenditures & Revenues
  • Added “All fields” to Counts > Analyze > Distributions field choice
  • Domain validation for Shared Datasets
  • Date picker: default to 1st of the month if user chooses only month and year
  • Accessibility update: fixed poor contrast on Gate Count widget buttons

We also had a few bugs to banish:

  • Select fields displayed as pie charts in custom dataset analysis now display their proper labels
  • When the System Name is changed in System Settings, that change is sent to LibApps and displayed on the LibApps dashboard
  • Admins were unable to delete or unpublish Others’ dashboards—no more! We have restored this phenomenal cosmic power!
  • If you didn’t use the previous gate count value as the subsequent gate start field, the Daily Total could be off. We’ve fixed this!
  • We realized that rounding up when calculating the bidirectional gate count was resulting in a handful too many people at the end of each day. We’ll only round up at the end of the day, because who wants a half a patron?

LibCal 2.7.0 Now Live!

Holy smokes, do we have a ton of new features in LibCal to share! This release brings major improvements and updates to the Equipment and Spaces modules, plus great new features for Calendars and Events.

Room Booking -> Spaces Migration

As of this release, we’re making it possible for EVERYONE to upgrade to Spaces from the existing Room Booking module, at no cost. Spaces is really the future of Room Booking – it’s built using a more flexible framework and packed with frequently requested features from folks using the Room Booking module. This includes:

  • Each reservation is a continuous block – Patrons don’t need to sign up for individual time slots anymore – each reservation is treated as a continuous block of time. Changing or cancelling a reservation is much easier now, rather than editing individual time slots.
  • Availability tied to the hours module – This is big. The new Spaces module displays availability based on the hours you define in the hours module, so you no longer have to maintain information in two places!
  • Reserve Equipment and Spaces at the same time – If you subscribe to the full Equipment module, patrons and admins can reserve everything they need in the same reservation – space and equipment at once.
  • Full Read/Write APIs – Read/Write APIs are now available for both Equipment and Spaces. Integrate with existing room panel systems, with your mobile app, build your own front end for reservations… the possibilities are endless.

To start the migration from Room Bookings to Spaces, admins can head to Admin > Equipment and Spaces to get started. And to test drive the new Equipment module, contact sales@springshare.com for more info and a free trial!

New in Equipment Booking

  • Mediated Equipment Bookings – A hugely popular request! Now, equipment reservations can be mediated in the same way as space and room reservations. Setting up mediation is a two-step process:
    • First, choose who can approve mediated requests by going to Admin > Equipment and Spaces > Edit Location > Who can Mediate Bookings?
    • Then, choose which item categories should be mediated by heading to Admin > Equipment and Spaces > Manage Equipment > Edit Category > Mediation and choose “Patron bookings require manual approval by nominated mediators”
  • Custom Item, Space, and Category Availability – Create custom availability hours for individual equipment items, spaces, and categories throughout the Equipment Booking module. This is particularly useful if you’re managing multiple spaces or items which have different periods of availability. To customize hours, head to the relevant edit screen (edit item, edit space, or edit category) and click on “hours” to set custom hours.
  • Recurring Bookings (Admins only) – New for both Equipment and Spaces – Admins can now create recurring bookings from the admin side of the system! This is great if you have an event that repeats, like a class or book club that meets every Monday night. Set up a reservation that repeats for as long as your Equipment and Spaces are available – yay for easy!
  • Friendly URLs for Categories and Locations – Create friendly URLs for both equipment and space categories as well as locations! Head to the relevant edit screen (edit category or edit location) to choose your preferred friendly URL.
  • Add and Check Out – Create an equipment reservation and check the item(s) out in one fell swoop. You’ll see a new button on the admin booking confirmation page to “Check Out Equipment”. This will immediately check the item(s) out, so you don’t have to look up the same reservation you just created.
  • Ban a user from creating new reservations and checkout items if they have fines or overdues – If people owe too much in fines or have an item that’s overdue, prevent them from creating additional reservations and checkouts. Better yet, customize the amount of fines it will take to trigger a block. For setup, head to Admin > Equipment and Spaces > Settings > User Banning.
  • Return time option for Daily Bookings > Booking extends to same hour next day – A new setting for patrons to choose what time they intend to return an item. Patrons are still restricted to booking only a certain number of days, but we’re defining the end of a “day” in a less literal way, so patrons can choose any time on the final day of the reservation to return the item. To use this setting, head to Admin > Equipment and Spaces > Edit Category > Daily Bookings.
  • Booking Explorer Updates – The booking explorer now supports multiple search modes and full content export, including custom booking form responses. We’ve also added new ‘Grouping’ functionality, which shows things like how many minutes people have booked in certain time periods, or how many minutes a particular room has been booked. To check out these changes, head to Equipment/Spaces > Booking Explorer.

New in Spaces

  • Space Booking Widgets – Another highly requested item! We now have customizable widgets as part of the spaces module, so patrons can reserve spaces from any webpage. To start using the new spaces widgets, head to Spaces > Widgets.
  • Space Capacity – Define the capacity for each space you manage, so patrons can filter all availability views for spaces that will fit the number of people in their group! Capacity is a new setting on the edit space screen, and you’ll see capacity filters on the public spaces category and widget screens.

New in Calendars & Events

  • Setup/Teardown for Events – We made it easy to create setup and teardown padding around the events you create in LibCal, so you’ll be able to reserve a space or room for the entire time the event runs. This time doesn’t display on the public side of the system, and is used solely for calculating the location/space reservation time – so internally, people know the space is busy, but patrons will only see the actual event time.
  • Book a Space when creating an Event – Another awesome integration – you can now reserve a space when you create a new event! This will display as an option once you’ve fully migrated to the new Spaces module. Just head to the add/edit event screen and you’ll see all available spaces listed in the Location field.
  • Create an Event from a Space Reservation – When a patron requests a space (or an admin creates a space reservation on the admin side), use that space reservation to generate a new event to display on the public calendar. This is very useful for folks scheduling instruction sessions – just have your faculty members submit a space reservation, then creating a publicly-viewable event with one click, so students know where their instruction session will be held!
  • New Search API Endpoint – Perfect for integrating LibCal search results in 3rd party applications! Admins can head to Admin > API > event_search API to start using the new functionality.
  • New Search Engine – We’ve also updated the underlying search engine used for LibCal events – now, standard boolean terms (and, or, not) are fully supported.

New in MyScheduler

  • MyScheduler: Tie Duration categories to a Group – Have you tried our new MyScheduler Appointment Categories? We’re expanding that great new functionality so different “Groups” of MyScheduler users can offer different types of appointments. To customize appointment category assignments, admins can head to Admin > MyScheduler Settings > Manage Groups > Associate Categories.