Archive for Anna

New Springshare Data Center: Canada – July 2017

Springshare is pleased to announce that we are bringing data centers online in Canada on July 9, 2017! All Canadian customers will be hosted on these servers. In Q3 & Q4 we’ll bring servers online in Australia and Asia, respectively.

These new servers host v2 products only: LibGuides v2, E-Reserves v2, LibAnswers v2, LibCal v2 w/Equipment Booking, LibStafferLibWizard, LibInsight, and LibCRM. Once you move to this new cluster, all of your Springshare tools (current and future) are located there.

Who is moving & will there be down time?

We’re moving all v2 sites and content for customers located in Canada. European customers remain on the European servers; for customers in other areas of the world, you will remain on U.S. servers. There will be no down time for customers on U.S. or European servers while we move these sites.

Canadian customers will experience some down time during the migration process:

  • LibGuides v2 Public side: No down time.
  • LibGuides v2 Admin side and all other apps (both public and admin sides): Estimated 15 minutes of down time; may be up to 30 minutes.

I’m in Canada – what do I need to do / know?

  • Migration Date: July 9, 2017, starting at 10pm U.S. EDT
    Time Converter – click “Add another city or time zone” to convert to your location.
  • Verify Your Move – Server Migration Check: You must verify that you are listed as moving to the Canadian servers.
    • If you are listed as moving, your sites will be moved / you will experience some down time during the migration (see above).
    • If you are listed as not moving, but you should be moving, fill out the form on the results screen, requesting we add you.
      • You do not need to fill this out if you are listed as moving.
    • If are listed as moving, but you’d like to opt-out of the move, fill out the form on the results screen, requesting we remove you.
  • LibGuides / LibAnswers / LibCal Custom Domains: If you have a custom domain (e.g., research.mylibrary.org, ask.myschool.edu, calendar.library.myschool.ca) for your LibGuides, LibAnswers, and/or LibCal site(s), you’ll need to work with your IT department to update your DNS records in time for the migration. See our DNS Change FAQ for instructions.

    If you are not on a custom domain (e.g., mylib.libguides.com, university.libanswers.com, springylib.libcal.com), you do not need to do anything. We’ll take care of everything on our side.

    The “Verify Your Move” check will tell you whether or not you have a custom domain.

If you’re on v1 for any apps and want to move to the Canadian server cluster, you will need to move to v2 in order to do so. You do not have to move prior to the July 9, 2017 server migration date, though you’re welcome to, if you’d like! Learn more about updating to LibGuides v2, LibAnswers v2, LibCal v2, and for LibAnalytics subscribers, LibInsight Lite.

If any questions / concerns pop up, please let us know, and as always, thanks for being on board!

LibGuides v1 Retirement – free update to v2

On January 31, 2018, LibGuides v1 servers will be retired. All v1 sites will be updated to / live with LibGuides v2 by this date. The v1 infrastructure is 10 years old, and our hosting provider is no longer applying security or operating system updates to such an old generation of servers. This leaves LibGuides v1 potentially vulnerable to various security breaches, and in the interest of maintaining the level of security, features, and support that Springshare is known for, we must decommission these servers soon.

Never fear – LibGuides v2 is a free update, and gives you more flexibility, functionality, and focus on security and accessibility. The icing on the cake? We’re here to help with an update assistance option!

What is the timeline for v1 retirement?

All LibGuides v1 sites will be updated to v2 by January 31, 2018. After March 31, 2018, the v1 servers will be shut down.

  • December 31, 2017: Last day to select migration / go live dates yourself.
  • January 1-31, 2018: We automatically update any sites not yet in process.
  • January 31, 2018: Last selectable day to go live with v2.
  • March 31, 2018: The last day your v1 site is available behind-the-scenes.

What are the benefits of v2?

It would take too long to list all of the great functionality in v2, so we offer some highlights here, with links to related blog posts / more information wherever available. Check out a more comprehensive, yet still not exhaustive, list of v2 benefits.

  • Modern infrastructure focused on security and speed.
  • Continually updated code, to provide you with the best functionality possible.
  • https support for LibGuides CMS customers.
  • Regional servers: this year we’re bringing data centers online in Europe (April), Canada (Q2), Australia (Q3), and Asia (Q4).
  • LibApps LTI Tool (LibGuides CMS and/or E-Reserves): easily add library content into LMS systems, like Blackboard, Canvas, D2L, Moodle, and Sakai.
  • More flexibility, including:
    • having multiple content types in one box & reordering items between boxes;
    • Gallery and Tabbed boxes: do great things without having to add code;
    • customizable HTML page templates, for those who know HTML/CSS and would like more control over the page layout.
  • Improved content management, including a dedicated Database management area / automatically populated public page.
  • Completely redesigned site search and E-Reserves module.
  • System & guide blogs, so it’s easy to share library and/or subject-based news.
  • LibGuides CMS customers also get the following (and more!):

Additional FAQs / Update Assistance

Learn more about how to update, available training, support, and review additional FAQs in our Update to v2 guide! Once your v2 site has been set up and you have a shiny new v2 account, you can also access our step-by-step guide on updating in our v2 documentation site.

We know that it’s often difficult to find the time to do updates like these, whether it’s because you’re a solo librarian, many other projects also require your attention, the idea of updating feels overwhelming, or whatever other reasons you have / can imagine. As always, we’re here for you!

With our update assistance option, we take care of the technical side of the update, allowing you to focus on learning the new system…with our help, of course! (We recommend taking the Getting to Know LibGuides session first. 😉 )

We appreciate all of the years you’ve been LibGuide-ing with us, and look forward to many more!

New Springshare Data Center: Europe – April 2017

Springshare is pleased to announce that we are bringing data centers online around the world in order to better serve all of our clients, everywhere! As of April 10, 2017, our European clients will be hosted on servers in Europe. In Q2, Q3, and Q4 we’ll bring servers online in Canada, Australia, and Asia, respectively.

These new servers host v2 products only: LibGuides v2, E-Reserves v2, LibAnswers v2, LibCal v2 w/Equipment Booking, LibStafferLibWizard, LibInsight, and LibCRM. Once you move to this new cluster, all of your Springshare tools (current and future) are located there.

Who is moving & will there be down time?

We’re moving all v2 sites and content for customers located in Europe. For customers in other areas of the world, you will remain on U.S. servers, and there will be no down time for you while we move these sites.

European customers will experience some down time during the migration process:

  • LibGuides v2 Public side: No down time.
  • LibGuides v2 Admin side and all other apps (both public and admin sides): Up to 30 minutes of down time.

I’m in Europe – what do I need to do / know?

  • Migration Date: April 9, 2017, starting at 8pm U.S. EDT
    Time Converter – click “Add another city or time zone” to convert to your location.
  • Verify Your Move – Server Migration Check: You must verify that you are listed as moving to the European servers.
    • If you are listed as moving, your sites will be moved / you will experience some down time during the migration (see above).
    • If you are listed as not moving, but you should be moving, fill out the form on the results screen, requesting we add you.
    • If are listed as moving, but you’d like to opt-out of the move, fill out the form on the results screen, requesting we remove you.
  • LibGuides / LibAnswers / LibCal Custom Domains: If you have a custom domain (e.g., research.mylibrary.org, ask.myschool.ac.uk, calendar.library.myschool.ac.uk) for your LibGuides, LibAnswers, and/or LibCal site(s), you’ll need to work with your IT department to update your DNS records in time for the migration. See our DNS Change FAQ for instructions.If you are not on a custom domain (e.g., mylib.libguides.com, university.libanswers.com, springylib.libcal.com), you do not need to do anything. We’ll take care of everything on our side.

If you’re on v1 for any apps and want to move to the European server cluster, you will need to move to v2 in order to do so. You do not have to move prior to the April 9, 2017 server migration date, though you’re welcome to, if you’d like! Learn more about updating to LibGuides v2, LibAnswers v2, LibCal v2, and for LibAnalytics subscribers, LibInsight Lite.

If any questions / concerns pop up, please let us know, and as always, thanks for being on board!

Exciting LTI and LibAuth Updates, and Some LibGuides Fixes, Too

The year may be winding down, but here at Springshare we’re still moving full steam ahead! This latest release provides some great new features for LTI and LibAuth, and some key LibGuides fixes to boot. Let’s get started with the LTI updates…

LTI Updates

Just in time for spring semester planning/course building, we’re rolling out a few updates to LTI that make it easier to set up and provide more options for Automagic display behavior! Everyone does things just a little differently, so we’ve been tweaking and tweaking over time (thanks to your feedback!) to provide as much flexibility with setup as possible, while still using the same overall code for everyone. (We’d particularly like to thank Linda, Chris, and Amanda at Penn State for their invaluable feedback, which resulted in many of the improvements in this update! 🙂 )

Quick reminder:

  • Who can use LTI?
    LibGuides CMS customers; LibGuides customers who subscribe to the E-Reserves module (for E-Reserves content only)
  • Where would I add this tool?
    So far, this is mainly used by Learning Management (LMS) / courseware systems, like Blackboard, Canvas, Desire2Learn, Moodle, and Sakai…though it can be used in any software that supports the LTI framework.

Metadata Importing / Updating

Show of hands…how many of you have been holding off on implementing LTI Automagic because you had to manually add metadata to each guide, course, and/or subject you wanted to pull into your course site? Mmmm hmmm…that’s what we thought. Well, wait no more! And for those of you who have done it already and need to add/update items, rejoice! Metadata importing & updating is here!

Import Metadata

  • Just download the import template, fill it in, and upload to add metadata to guides, courses, and subjects simultaneously. Awesome, right?
  • Even better? Either keep that file handy or do an export of all metadata (use the Template export option) and use that file to update your metadata using that same import function!
  • Head to LibGuides > Admin > Metadata & URLs (previously Subjects, Tags & URLs) to review metadata currently in your system and run your import!

Automagic Matching & Display

Over the past year & a half of LibApps LTI availability, we’ve expanded what you can do with the Manual and Automagic tools greatly, thanks to your feedback. We realized the Automagic content matching options are no longer relevant…matching happens largely in the same way for all 3 original options – it was only the display options that differed. So we made some adjustments to the Setup Options area to reflect the display options instead. We also added a second “failover guide” option!

Content Display BehaviorFor matching, if a single guide or course matches (only one, not one of each), the tool automatically displays that one item. Otherwise, the Library LTI page displays, with all matches listed (if any). You can alter this behavior using the following options…and you can use them in any any combination you wish:

  • When no matches are found, display the following guide. (The dropdown lists all published & private guides from your LibGuides site.)
    This option automatically displays a specific guide instead of the Library LTI page if nothing (no guides, courses, or subjects) matches the parameter value sent from the LMS.
  • Display the Library LTI page when a single matching guide or course is found.
    Basically, always display the Library LTI page – single match, multiple matches, or no matches.
  • (New Option!) When displaying the Library LTI page, display a link to this guide if no matching guides are found. (The dropdown lists all published & private guides from your LibGuides site.)
    Anytime the Library LTI page is displayed, if there is no matching guide to display, the selected guide will display instead.

We’ve mapped your original selections to these new options, so you don’t have to worry about going in to make changes, unless you want to check out / change the options, of course! Here’s how we mapped the old to the new:

  • Option 1 was: “Load a specific guide if there is a direct match, otherwise load the Library LTI page.”
    Now: No additional options are selected.
  • Option 2 was: “Always load the Library LTI page.”
    Now: “Display the library LTI page when a single matching guide / course is found.” is selected.
  • Option 3 was: “Load a specific guide if there is a direct match, otherwise load this pre-selected guide.”
    Now: “When no matches are found, display the following guide.” is selected, with the appropriate guide selected from the dropdown.

Translation Table Updates

LTI Translation Table TemplateIf you use the Translation Table option, especially if you subscribe to E-Reserves, get ready for some great news… The template has been updated to allow matching on different metadata for guides, courses, and subjects for a single entry! For example, if you want to populate the Library LTI page for any given LMS (Blackboard, Canvas, etc.) course section with a general guide and subject, but a specific E-reserves course (for that specific section/instructor), this is perfect! Simply add the different metadata for the guide, course, and/or subject to the template, and you’re good to go! (For example, for my LMS course number 2017S-12345, I might add ENG100 for the related guide, 2017S-12345 for the course, and ENG for the subject.)

And since you can use this in conjunction with the matching options in the previous section, you could also set a general guide (general research, library, or even LibGuides info) to display if there is no matching course-related guide!

As with the matching section above, we’ve mapped your existing Translation Table files to this new format on the back end so it continues to work as before: guide, course, and subject fields all contain the same value.

Other LTI Updates:

  • Manual Tool - Custom NameManual tool + Canvas users: You can now customize the name of your Manual tool so it’s easier to find when adding links in Canvas courses! Go to LibApps > Admin > LTI Tool > Manual > Setup Options to customize yours.
    Important: If you already have the Manual tool installed in Canvas, you must reinstall it to use this feature, which will break existing connections.
  • Desire2Learn customers: LTI should be working (and has been for a little while now). As is true for other LMSes, D2L Admins need to configure the tool to enable sending the user role (Faculty, Student, etc.) & that should do it! The role tells the tool whether or not the user can edit the item, which is required by the Manual tool to initially select the guide / course / database(s) to display to students.
  • Automagic matching no longer returns published Internal or Template guides. In fact, we also removed matching on friendly URL to further ensure this type of thing doesn’t happen in future.
  • Profile pictures on the Library LTI page are now linked to that user’s profile page in LibGuides. (The link will open in a new window.)
  • When an instructor-level user clicked the Automagic link in the LMS course site and the Library LTI page was displayed, there was a note at the top in a yellow box that should’ve only appeared the first time the link was clicked…but appeared every time. That was confusing (and annoying 😉 ), so we removed it.
  • Guides with only one page now display the nav button, as they do when accessed from your LibGuides site.

LibAuth - Add ConfigurationLibAuth Update

We heard from some of you that you have more than one authentication system available at your institution, so we’ve added the capability to utilize any and all of those in LibAuth. Even if you already have an authentication method added in LibAuth, you’ll see the Add Configuration button to get you started on another.

LibGuides Updates

Admin Menu ChangeRemember the Metadata Import news in the LTI section? Well, since LibGuides CMS allows for metadata for more than just LTI, you can use that functionality for any metadata you’d like to add, without having to go to every guide (etc.) to add it! If you skipped that section, scroll back up to learn more…then come on back here to continue reading about LibGuides updates. 😉

Also, this new functionality resulted in an Admin menu name change: Subjects, Tags & URLs is now Metadata & URLs…because otherwise, we’d end up with a crazy-long menu name!

Lastly, there are a few small bugs that we’ve swatted here at Springy HQ to make your LibGuides experience even more awesome!

  • We added a character counter for Twitter posts so that you’ll know when you’re approaching that magic 140 character limit.
  • Patron accounts will no longer be recorded as [Deleted] if they write a long discussion board post and their cookie expires in the meantime.
  • Permitted Uses fields in A-Z Assets now save and delete properly.
  • We changed the text options that you see when editing an RSS asset to reflect the current behavior: show item under title / click on (i) icon.
  • It’s now possible to delete custom metadata from a guide.
  • We’ve fixed the link to E-Reserves contained in E-Reserve Request notification emails.
  • E-Reserves pages in guides with friendly URLs no longer prevent E-Reserve item pop-ups from displaying.

Updating to LibGuides v2 – New Migration Options

Tuesday night we rolled out a shiny new updating-to-v2 process for our LibGuides v1 friends and we can’t wait to have you try it! We’ve reduced the number of steps it takes, so you can breeze right into the v2 experience. The best part? You can easily go from live with v1 to migrated and live with v2 in a DAY. Yup, you read that right. Express Migration runs both the migration and go-live processes on the same day, automatically. Intrigued? Fantastic! Let’s go through the new process & options then, shall we?

First, we have a checklist right on Admin level users’ v1 Dashboard, front and center in the middle column. It not only outlines the steps for you, but also lets you see where you are in the process. Every time a step is completed, it’s checked off! The only required steps are requesting your v2 site and scheduling data migration / go-live dates. We recommend you take a look at the others to see if there’s anything else you’d like to do (like taking training sessions on the v2 system), but they’re not required. 😉

The LibGuides v2 Info box before requesting your v2 site.

The LibGuides v2 Info box before requesting your v2 site.

The LibGuides v2 Info box with all steps completed.

The LibGuides v2 Info box with all steps completed.

And to help out on the flip side, there’s a new box on the v2 Home page for Admin level users that also tells you where you are in the process / counts down to your migration / go live dates (once they’re scheduled) and provides links to documentation, training, and your v1 Dashboard.

Let’s talk about the Pre-migration options. You can choose to pre-migrate certain things in order to assist with setting up your v2 system. Run some, all, or none of them – it’s up to you!

  • Accounts: Especially useful if you choose Express Migration, because it allows your colleagues to get in and learn the system prior to going live with it. For CMS sites, there are a bunch of new user permissions, too.
  • Databases: Get your A-Z Database Assets / List set up in advance.
  • Groups (CMS Only): User Access is a new feature of groups in v2. Pre-migrate your accounts and groups to get them set up with the new features!
  • Header / Footer: Give yourself a head start by copying over your banner image / header and footer HTML.

The Migration / Go-Live scheduling options are especially exciting. You now have three options to choose from, and the go-live process is completely automated.* No more clicking of links to go live – just schedule the date and we’ll take care of the rest.

  1. Express Migration: Migrate your content and go live on the same date! Pre-migrate accounts, databases and header/footer, then schedule Express Migration – you’ll be running with v2 in no time!
  2. Regular Migration: Migrate your content on one day, but go live on another. This is helpful if you want to review your content prior to going live. Your go-live date must be no later than 60 days after migration.
  3. Skip Migration: Some folks have chosen to “start fresh” with v2 – skip over migrating content and just manually recreate everything in their v2 system. If you’d prefer that path, great! Choose this option and simply schedule your go-live date.

If you haven’t seen the v2 system lately, join us for a training session! The “LibGuides v2 Tour & Migration FAQ” session is perfect for an overview of the system and all it can do…and we’re offering it next on Monday, July 11, 2016, so please join us!

Just want to know more about migration? We have you covered there, too, with our “Migrating to LibGuides v2” session. It’s offered on the first Thursday of each month…which means the next one is today, Thursday, July 7, 2016 at 11am U.S. Eastern time. We welcome last minute registrants, so please join us if you can!

Of course, all of our training is recorded because we know the scheduled days / times don’t always work for everyone. These new sessions will be available shortly to all customers. In v1, click the HELP button in the command bar. For those with LibApps accounts, all recorded LibGuides training is available in our LibGuides Training Videos guide.

We hope you like the new process, and as always, if you have any questions, you know where to find us. 😉


* If you have a custom domain (meaning your URL is something other than something.libguides.com, like library.institution.org), you’ll still need to coordinate your go-live date with your IT department so they can update your DNS records. The Migration guide has instructions for your IT folks, so all you need to do is copy that info and paste it into an email to them. 🙂

New LibGuides Community Site

Hello Springyverse! We are pumped to announce that we have a brand new LibGuides Community site! 🙂

We’ve completely rethought the Community site and are thrilled with the results. Guide Search, Institution Search, Librarian Search, and introducing….Springy Picks! Let’s take this one-at-a-time, shall we?

Find Guides allows you to search v2 guides (get inspired!), and the results page has facets on guide type, subjects, tags, and library type for filtering. Find Institutions helps you find other like-minded-Springyverse-LibGuides-customers, including limiting by library type and location. Browse the beautiful site screenshots or switch to table view! Find Librarians connects you with other Librarians using LibGuides – think of the collaborations & new friendships you can cultivate!

Last, but certainly not least, is Springy Picks: sites and guides that we think are great, for one reason or another. Browse all sites or guides (there’s a tab for each), or limit by subjects: sites we thought were cool because of Springy Integrations or Visual Design, or guides that are on an Interesting Topic or are there for Fun & Shenanigans (we <3 fun & shenanigans! 😉 ).

Please note: Seeing a site or guide listed in this area does not constitute permission to copy anything…you’ll need to contact the site / guide author for that! It simply means we like what they did.

A screenshot slideshow is below for your perusal…we’re sure it’ll make you want to go to the site and try it out for yourself!

This slideshow requires JavaScript.

LibGuides 2.1.9 Update Live!

Hello Springyverse! On this hopefully-beautiful-where-you-are day, we want to add a little more sunshine with a bunch of new LibGuides features. 🙂

This is a long one, so hold on to your hats and enjoy the read…

mSite Builder is here!

mSite Builder: Mobile Menu Example

mSite Builder: Mobile Menu Example

mSite Builder is the next generation of LibGuides v1’s Mobile Site Builder…but trust us when we say, it’s a totally different animal. You’ll get up to speed right away, since adding boxes and content items is the same (or similar to) adding them in guides. You can even reuse Assets from your LibGuides system – hooray for leveraging content!

LibGuides is built on a mobile-first platform, so this is not intended to replace your LibGuides pages / site on mobile / handheld devices.
This is for creating mobile versions of your library website / other library-related content outside of LibGuides.

With mSites, you can make any site mobile-friendly using our handy redirect option – this catches anyone viewing the site using a mobile device and redirects them to your uber friendly mobile landing page. Plus, you can integrate widgets from LibCal, LibAnswers, LibSurveys, or any other site that provides widgets. It’s even super easy to add icons to your mSite thanks to the fully integrated Font Awesome icon library.

But why stop at creating mobile menus for your website? Let your imagination run wild! Create info sites / micro sites / interactive sites / app-like sites – whatever you want to call them. For example, create sites for: a self-led tour of exhibits, a self-led orientation / tour for folks to walk around the campus or library, classroom assessment / feedback opportunities, and so much more. We’re sure you all could think of a slew of ideas for learn-as-you-walk (or sit 😉 ) tools!

The mSite Builder area is available to Admin level users (and Regular users with elevated account privileges in CMS) – you’ll head to Content > mSite Builder to try out the new awesome. 🙂

This is an additional module for LibGuides and LibGuides CMS. When you subscribe, you can create up to 5 sites. If you want more, we can (of course!) make that happen, too! Interested? Contact our amazing sales team to get started.


Public Discussion Boards (CMS only)

The link to the System-wide Discussion Board, which can be added to your site's homepage.

System-wide Discussion Boards button on the LibGuides homepage.

We brought you internal boards in the last release, so it just makes sense that public boards would be in this one! Public discussion boards allow you to engage with your community right in your site – both on a system-wide board for general conversation and on individual guides. If you’ve used the internal boards, you know what to expect…and if you haven’t, it’s time to check it all out!

For the moment, use of public discussion boards is limited to folks with LibApps accounts in your system and users you invite to create accounts. (More info on invitations is below – trust us, it’s fantastic.) There’s a brand new account level for Patrons that allows your community to join in on the discussion board fun without giving them access to the admin side of the system. It won’t be invite-only forever, of course…unless you want it to be. 😉 We’ll be adding in other options to allow users to request or just create Patron accounts as well as an overall admin setting so you can choose what method is right for your system.

  • The System-wide board is available for general conversation among your community. Easily add the button to your homepage in the Admin > Look & Feel > Page Layout > Homepage area. If you have a custom guide as your homepage, you can add the link there (or anywhere) by adding /discussions.php to the end of your LibGuides CMS URL. (For example, http://testdrive.libguidescms.com/discussions.php)
  • Guide boards are added like any other page in your guide. Add a new page and choose Discussion from the “Type” dropdown – boom! Discussion board! Like all other pages, you can reorder it / place it anywhere and set the visibility of the page. There are also a couple of Board Management options:
    • Notification Options – anything from manual addition of notifications discussion-by-discussion to “follow everything!”. Guide owners & editors set these notifications separately.
    • Guide Owners & Guide Editors can invite Patron-level users with the Invite Patron Users link.
  • Tags for Internal and Public boards are separate. We’re looking into / planning for allowing tag creation at the individual board level (vs. one big set for all boards), so keep that in mind as you create tags.
  • You get all of the same great functionality as Internal Boards, too! Mark a discussion as a question and select the Best Answer, mark a reply as Helpful, close / re-open a discussion at any time, set notification options for each discussion, edit / delete your own discussions/replies, etc.

An example of a public discussion board on a guide.
Example of a public discussion board on a guide.


Invite Users to Create Accounts

As mentioned above, there’s some new account related functionality in all systems! Admin-level users can go to Admin > Accounts > Invitations and invite users to create accounts at any level. Just add the users’ email addresses, choose the account level, and send those invites. Those folks will get an email with a link inviting them to create an account in your system. Once they submit that form, their account creation is complete & they’ll get an email welcoming them to the system. You can resend or revoke invitations at any time.

Don’t forget that with LibGuides CMS, Admins, Guide Owners, and Guide Editors can also invite Patron level users from Discussion pages in their guides, using the Invite Patron Users link!

No more individual account creation! (Unless you want to, of course.) Just add folks’ email addresses and invite them to create their own account. 🙂

Admin > Account invitations area.
Admin > Account invitations area.


Other Additions, Modifications, and Fixes

CLICK TO ENLARGE IMAGEFloating box option on the public page of the guide - no header, border, or padding!

CLICK TO ENLARGE IMAGE
Floating box option on the public page of the guide – no header, border, or padding!

CLICK TO ENLARGE IMAGE
Floating box option on the Guide Edit screen – note the life ring icon!

  • Floating Boxes! How many times have you used CSS to hide box headers? Now you can hide box headers, borders, and remove the padding around the content with one click! (Well, okay, maybe more than one, but you get the idea. 😉 ) When adding or editing boxes, check the box next to the “Floating Box” heading & Save. Boom – done! The header will display on the guide edit screen so you can get to the box edit menu, but it will not display on the public side – use the Preview button to check it out! As a visual cue that the box has that attribute set, you’ll see a life ring icon in the box header.
  • More LTI Updates:
    • You can now add the tool to the nav of your course sites at either the Account or Course level.
    • When using the Full LibGuide > Match by Metadata option, we made it easier to figure out which LMS attribute to use by changing that field to a dropdown list of available options.
  • More E-Reserves Updates:
    • Password protect the E-Reserves Request Form.
    • Course Name, Number, and Instructor fields are now required.
    • New user level: Contributor. E-Reserves subscribers now have an additional user level in their systems. The Contributor level user is much like the Editor level user, except they are also allowed to create new Courses.
    • Terms is now separated out into its own tab, for ease of maintenance.
    • Add/Edit Items: (almost) all fields now on one screen (Copyright status is still on a separate tab.)
    • Reordering of Folders on the Course Edit screen has been consolidated into one menu at the top.
    • When on the Course Edit screen, the tabs for Courses, Items, etc., will be hidden, minimizing the clutter on the page. Use the “Back to Course List” button to get back to the main Course list / other tabs.
  • New class options for tables in the Rich Text Editor.

    New class options for tables in the Rich Text Editor.

    Tables in the Rich Text Editor:
    Have you (literally) run into padding issues when inserting or editing tables inside the Rich Text Editor? Good news! We’ve swapped out the default classes for more friendly Bootstrap styles. This means that the borders of your tables will no longer display right up next to your text. We all need a big of breathing room! 🙂
    Tables existing before this code release are unaffected.

    • By default, Bootstrap’s table and table-bordered classes are used for newly created tables. This means your table will have borders and some standard cellpadding.
    • Other Bootstrap classes / class combinations are also available. Check out their page on their table classes to see what each class means.
    • If you want to change the classes used on tables created prior to this release, edit that box, right click and choose Table Properties, and select a new class option from the Class dropdown.
  • Dashboard / Home Screen Update for E-Reserves Customers:
    If you subscribe to E-Reserves, you’ll now see a second “shortcuts” box on your Home screen dedicated to the E-Reserves area. Only folks who have access to E-Reserves will see this box. (For example: if you have Editor level accounts in the system who aren’t added to E-Reserves Courses as Course Editors, they won’t see that box.)
  • Fixes:
    • Issues with the Serials Solutions database import have been resolved.
    • We are no longer caching the LibGuides CMS API. All calls are real-time.
    • “Sort Link Group” (or books or databases or files) sorts correctly.
    • Files are copied when guides containing Document/File assets are copied between sites.
    • The Guide List content item only lists Published guides. (For CMS users: If guides in Internal Groups are published, they will display in the list. The access restrictions are still in place, however, so a user may not see / be able to access that guide based on their account permissions.)
    • When embedding LibGuides widgets in LibGuides pages, the statistics tracking code from the widgets no longer conflicts with the statistics tracking code on the page.
    • Statistics for E-Reserves Course pages in guides are now being tracked. (The guide page hit itself in the Guide > Pages statistics report.) A link has also been added to the Guide > Page statistics pointing to the course statistics in the E-Reserves Statistics area.
    • In Statistics, if you choose an end date prior to today, the table sticks to the timeframe entered vs. displaying the extra columns from your entered end date through today. (This only happened the first time a report was run; subsequent reports behaved normally.)

LibGuides 2.1.8 Update

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

LTI Updates

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

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

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

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

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

Internal Discussion Boards (CMS only)

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

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

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

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

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

Other Additions, Modifications & Fixes

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

 

LibGuides Release 2.1.7

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

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

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

  1. New E-Reserves form, Article fields.

    The Article fields in the new E-Reserves form.

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

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

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

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

    Jump to Manage Copyright area from Course page.

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

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

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

Group Modifications (LibGuides CMS)

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

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

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

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

Other Additions, Modifications, and Fixes:

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

    LTI Updates: checkbox to hide box header / borders.

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

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

    Sub-page list on empty top level page.

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

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

LibGuides 2.1.6 Coming Soon!

We’re bringing you some really exciting updates with v2.1.6, including a new LTI tool, enhancements to E-Reserves, custom column widths in tabbed-nav guides, and a bunch of great fixes. We’re aiming to release this update later this week Thursday, April 30th at 12pm Pacific. There will be no downtime. 🙂

LibApps LTI Tool for LibGuides CMS

With LibGuides v2, we made it easier to integrate your guides / content anywhere by introducing protocol-less widgets, which work via http and https, and a RESTful API. Now we’re going one step further – this new tool enables embedding of LibGuides CMS content into any LTI-compliant LMS (Canvas, Moodle, Blackboard, etc.).

This means you can log into your LMS, add the LibApps LTI tool, and embed away!Choose to embed full guides, specific boxes, and (coming soon) E-Reserves courses.

Want a sneak peek at how it works in Canvas? Check out the video below!

* Some LMSes, like Blackboard, may require that the LMS Admin add the LTI Tool before you’ll be able to use it in your course sites. You’ll need to refer to the LTI instructions for your LMS and your local policies to determine what you’ll need to do to use this tool in your system. Our LTI Tool guide walks you through getting to the configuration information and using the tool once it’s been added. 🙂

E-Reserves Enhancements

Next on the list of awesome are our enhancements to E-Reserves. This is phase 1 of enhancements – there will be more in the next release, so don’t you worry if the feature you were wishing for isn’t in this list. We have more great stuff on the horizon!

  • Statistics: Get the low down on how many times courses have been accessed and items viewed.
  • Open / Close All Folders: On the public side, use the links at the top to open or close all folders at once.
  • Associating Subjects with Courses: Allow folks to browse courses by subject by associating one or more subjects with the course.
  • Term Dates: We’ve added a date picker to make it easier to select the start and end dates for terms.
  • Delete Summaries: This is just like what we have for assets / boxes / pages / guides – when you’re deleting something from E-Reserves, the delete screen lets you know exactly what will be deleted if you continue with the process.
  • E-Reserves User Permissions (CMS Only): There was a bug with allowing Regular users permission to manage all E-Reserves content. That has been fixed. 🙂

Custom Column Width in Tabbed-Nav Guides

We added a Custom option (with a slider, since everyone loved that from v1 😉 ) to the column width options for tabbed-nav guides. You still have the option of 1, 2, 3, or 4 columns, but now you can move those sliders around to choose the column sizes you want vs. fitting things in to the default options we provide. The sizing is based on Bootstrap column widths, so it is all percentages, which helps your site be responsive to screen size.

Custom Column Widths

…And More! (Includes bug fixes / layout changes 🙂 )

  • Skip Nav links have been added to all pages for accessibility.

    Template Change Notice

    • If you have (or create) custom page templates, make sure you do not remove the #s-lg-guide-main ID, as that is where the Skip Nav links bring the user to on the page.
    • If you have previously created custom page templates, you must add this keyword directly after the body tag in order for Skip Nav links to work on guides / pages using that template: {{skip_link}}
  • Added missing Language Options labels.
    Try as we might to get everything in one go, when there are 180+ labels to find, it was inevitable that we’d miss some. 😉 Thanks to our customers who made us aware of the missing labels!

    • No guides / groups / subjects / owners available. (When there aren’t any to display on a homepage.)
    • Next / Previous button text in guides.
    • Breadcrumbs:
      • Added one for Home (the homepage title on both system and group homepages)
      • Ensured Subjects, A-Z, etc., breadcrumbs use the page title label as defined in the Language Options area.
  • CSS Change for selected options on the Databases A-Z page.
    Selected items from the subjects, database types, and vendors drop downs will now be highlighted, so:

    • the user has a visual cue that they’re looking at a subset of databases based on a selection in those filters, and
    • the user understands that the filters work together – if you select from more than one drop down, it filters based on both selections; selecting from one drop down does not clear the selection made in the other.

    Thanks to Matt Reidsma for his post about making the change for the GVSU LibGuides site – another great example of system updates inspired by our clients! 🙂
    CSS change for selected filters on the Databases A-Z page.

  • Consolidation of Page Templates area in Look & Feel
    Whew, with all of the options for page templates in the Look & Feel area, it was making the tabs go into a 2nd row, which is something we always try to avoid. In order to make this list o’ pages (and Look & Feel options 😉 ) easier to use, we consolidated them under one heading. Now you’ll see an option for Page Templates with a dropdown menu where you can select the type: guide, homepage, etc.
    Consolidated Page Layout Template Menu
  • Guide Type List Ordering on the Homepage
    The Guide Type list on the homepage are now ordered properly, by the name of the type.
  • Subjects Breadcrumb Link
    If you had a multi-level friendly URL, the subjects breadcrumb wasn’t pointing to the right place…oops! That’s been fixed. 😉
  • Books from the Catalog ISBN Lookup
    Sometimes there’s no book data to display for an ISBN, but there is a book cover. That should now properly display even if there’s no other book data available. If there’s no Syndetics book cover to display, you’ll see an error message in the Book Cover Art area so you can choose a different option, if you want.
  • Content > Assets > Icons area now uses the same table layout as the other screens, including filtering options.