Archive for Cindi Blyberg

Fall LibGuides Updates – Check ’em Out!

We released support for uploading your own HTTPS (SSL) certificates in September, and boy have you been using it! You’ve had a lot of great questions and helped us devise an improved Certificate Management page that is more intuitive to use. Haven’t uploaded a certificate yet? Need to renew and upload a new one? No problem! Just log into LibApps and head to Admin > Domains & Certificates. Click the padlock icon for the domain in question, and you’ll see information about your certificate (or lack thereof) right there.

Please note: the first step in the process is to change your domain’s DNS to point to the secure endpoint for your region. Please see our help guide for complete information.

Once you’ve done that, go to Your Certificate > Upload Certificate Files, or if you need a CSR and KEY with which to purchase a certificate, create and download those at Your Certificate > Generate and Download Certificate Signing Request & Private Key.

Once you upload your certificate file and key, the files will be installed and activated on our servers within one business day. The time of final activation depends on your region.

Screenshot

A Note on Site Cleanup

Just a friendly reminder that if you have ever switched to a custom domain or have otherwise had a domain change, including moving from a beta site to your live site, you should update any redirects and links that point to the old site.

Redirects include your custom homepage guide if you use one, group homepages, guides, and guide pages. We have redirects in place so that these bad domains will themselves redirect to the right place, but it’s best practice to eliminate these bad links by using relative URLs for your redirects. Using relative URLs means you don’t have to worry about changing redirects or links should you happen to change domains again in future.

So, if you redirect your system URL to a guide, go to Admin > Look & Feel > Page Layout > Homepage > Customization. If you’ve clicked the “Use Custom” button and have a redirect entered in the redirect field, make sure that it’s a relative URL. That would mean entering /home rather than https://mylibrary.libguides.com/home.

 

DO THIS: NOT THIS:
/home https://mylibrary.libguides.com/home

 

Screenshot

If you’re a LibGuides CMS customer and make use of groups, you should check at Admin > Groups > (edit group) > Page Layout > Group Homepage > Customization and make sure that you’re using relative URLs as redirects, if you have any.

It’s also important to check all custom templates and header and footer code for your site and groups to make sure that you aren’t using any links to old domains, including your original LibGuides v2 beta site. These can also be safely replaced with relative URLs.

Lastly, do a quick search in the Search & Replace tool for “beta” or your old domain to make sure you don’t have any guide content that needs updating. Check out our Search & Replace Tools videos for more help:

Accessibility Fixes

  • Database resource icons correctly have a blank ALT tag, as these are decorative images. Screenreaders will read a resource icon’s description aloud, so be sure to add that if the icon’s meaning isn’t otherwise conveyed in the link name.
  • The Fieldset Element has been correctly added to LibGuides search results facets.
  • The <b> tag no longer appears on search results pages.
  • The Guides and AZ list widgets have appropriate labels, when displayed as a drop-down menu

Aditional Fixes and Features

We also have a slew of smaller things to share with you:

  • Fixed! Search from a group homepage, search results are filtered to show only that group.
  • Gallery box slide titles are now easy to target with CSS.
  • The character limit for database asset internal notes has been expanded to 1,000 characters.
  • If you exceed the character limit for guide-level Custom JS/CSS, you are warned and not able to save.

LibGuides Accessibility Updates, AZ Page Stats, HTTPS Certificates and more!

Accessibility fixes

This week at Springy HQ we are pleased to bring you the following accessibility fixes. Our first pass of fixes in the last few months focused on “errors” on all public pages; this pass hits the E-Reserves module as well as many things classified as “alerts”—things that could technically adhere to guidelines but needed examining. See something else we need to consider? Let us know! Click the Support tab on any admin-side LibGuides page to send us a ticket.
Please include:
  • Name of the accessibility tool you’re using
  • Description of the issue, including any code snippets that trigger the alert
  • Screenshot of the accessibility tool’s overlay highlighting the issue, if possible
  • URL of the page (included automatically if you use the Support form)
To ensure that content that you add keeps your guides accessible, please see our help guide on LibGuides and Accessibility accessible as well as the upcoming training session on the topic.
E-Reserves fixes
  • We rebuilt the E-Reserves request form using plain HTML & Bootstrap select menus, eliminating several issues with keyboard and screenreader navigation.
  • We eliminated a few errors and alerts on the main E-Reserves listing page and on course pages.
  • We changed the H4 element used to mark up the number of courses shown to an H2 to maintain proper page outline.
Public Pages fixes
  • We’ve replaced the select menus on the Subject and Profiles by Subject pages with simpler HTML that eliminates several alerts and errors.
  • We changed an H4 tag on the Subjects page to H2 in order to maintain proper outline order.
  • We added a missing ARIA label on the system homepage and changed the Sort control to a <div> rather than a <form> tag.
  • We removed a hidden field that was triggering a “redundant ALT text” alert.
  • We wrapped the profile image and name together in a single link tag to eliminate the “redundant link” alerts.
Gallery boxes
  • We incorporated an updated version of the component used in Gallery boxes as it contained several accessibility updates.
  • We changed the slide title field to H3 since the box title is H2, to maintain proper outline order.
A few changes might require the updating of your system’s CSS and custom templates, but only if you make extensive use of CSS and custom templates. Most folks won’t have to worry about these! Here are the gritty details, should you need them:

CSS Changes:

System & Group Home Pages
WAS:
The element around the “Display” area, which allows you to control the order in which guide lists are displayed should not have been a <form> element.
NOW:
It is now a <div> element, so any customizations targeting the form element should be updated to use <div> instead.
Gallery Boxes
WAS:
Slide titles were <h4> elements.
NOW:
This is now an <h3>, following proper sequential numbering of heading tags on the page.
E-Reserves – er.php
WAS:
“Search for Courses” label next to the search box was a <span> element.
NOW:
This is now correctly in a <label>. Heading above the list of courses, subjects, etc., was an <h4> element. This is now an <h2>, following proper sequential numbering of heading tags on the page.
E-Reserves Request Form – er_request.php
WAS:
We had been using a component for some of the select options on the page that we determined was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “select2”.
NOW:
We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “select2” are removed. These include: select2-drop, select2-display-none, select2-with-searchbox, select2-drop-active, select2-offscreen, select2-input, etc.
Password-Protected Pages – Groups, Guides, Courses
WAS:
The message prompting users to enter the password (above the text box) was not in a <label>.
NOW:
That text correctly has a <label>, as it is associated with the password input below. Any CSS changes should target the <label> element.
Profile Landing Page – prf.php
WAS:
“By Subject” dropdown was using a component that we found was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “chosen”.
NOW:
We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “chosen” are removed. These include: chosen-select, chosen-container chosen-container-single, chosen-default, chosen-single, etc.
Profile names are not linked, so style changes could be made using:
div.s-lib-profile-nameProfile names are now linked to their profile (in addition to the picture being linked), so any style changes to the profile name must be adjusted to include the anchor tag:
div.s-lib-profile-name a
Subjects Pages: sb.php and individual subject pages
WAS:
Subject dropdown selection was using a component that we found was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “chosen”.
NOW:
We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “chosen” are removed. These include: chosen-select, chosen-container chosen-container-single, chosen-default, chosen-single, etc.  Headings above the list of guides, databases, etc., (“Showing x guides”, etc.) were <h4> elements. This is now an <h2>, following proper sequential numbering of heading tags on the page.

Template Changes:

Both the Profile and Subject pages now have ARIA labels for the <section> tags. If you are using the default templates, you do not need to make any changes to implement this update. Default templates automatically update.

If you have customized these templates, however, you will need to update your template to include the accessibility update, as outlined below.

Right now, each of these is coded as simply <section>. Now they are coded as follows. You can update customized templates to reflect these changes at any time.

Profiles Templates:

Main Landing Page – prf.php:

<section aria-label=”List of Profiles”>

Individual Profile Page – prf.php?account_id=x
<section aria-label=”Profile Content”>

Subjects Templates:

Search Bar:
<section aria-label=”Subject Search Bar”>Content area below Search Bar:
<section aria-label=”Content by Subject”>

Manage Your Domains!

New in LibApps is the ability to view and manage your systems’ domains, including the ability to add and change custom domains and upload a custom HTTPS certificate for LibGuides. Need a certificate installed for your LibCal or LibAnswers system? No sweat! Please email us at support@springshare.com or open a ticket by clicking the Support tab from the admin side of your product. We’ll get you set up right away, and the ability to manage these certificates on your own will be coming soon.
So what can you do on the new Manage Domains page? Go to LibApps > Admin > Manage Domains to:
  • View the domains for all your Springy apps
  • Add or change a Custom Domain Mapping for your LibAnswers, LibCal, or LibGuides site(s)
  • Create a Certificate Signing Request in order to request a custom HTTPS certificate for your LibGuides site with a custom domain
  • Manage the current HTTPS certificate for your LibGuides site with a custom domain
Also see our help guide on the topic.

Databases Page Stats

We’re pleased to add a long-awaited addition to your statistics interface: A-Z Databases Page hits. These stats show how many hits are made daily or monthly to your AZ list. From August 16, they also show the referring URLs, when that data exists.
Screenshot: the A to Z databases page stats include a graph and data table of hits to az.php

Other Fixes and Features

This release also included:
  • LibAuth:
    • The ability to specify a custom port for SIP2 and LDAP LibAuth configurations.
    • Automatic updating of LibAuth certification fingerprints and IdP configurations.
    • Now when you view an E-Reserves Course’s settings, you’ll see the name of the default LibAuth configuration, if one exists.
  • Resumption of the ability for customers to enter translation files for us. Interested? Please get in touch!
  • Ability to limit AZ Holdings Analysis to library type and location.

LibGuides A-Z Community & Analysis and More!

We’re excited to bring you some great new LibGuides features this month, including the A-Z Databases Community, local database analysis, and blog widgets!

If you subscribe to LibGuides CMS, you’ll see two new tabs on your A-Z Databases List page: Analyze Holdings and A-Z Community. The first lets you delve into some subject analysis for your databases; the second is a cache of databases held across the LibGuides Community. Check the A-Z Community tab for descriptions and reviews contributed by your fellow LibGuides librarians, and see statistics for each database: How many institutions have it? How many list it as a Best Bet? How many are holding a trial?

Subject Analysis

Head over to the Analyze Holdings tab to see your databases by subject easily, along with some statistics on how many are Best Bets, Trials, or Popular.
A summary of all A to Z databases in our sample system. The summary shows the total number of databases, subjects, and vendors and shows how many databases are designated as trials, new, or popular
On the right side of the screen, you can see how your Databases are spread across the Trial, New, & Popular designations:
A to Z databases list with a filter for trial, new, and popular, and with a search box for quickly finding assets
You can also see the distribution of your databases by subject category:
A list of subjects assigned to A to Z assets in our sample system and the number of database assets assigned to each.
Click a subject name to see databases assigned to that subject:
Screenshot showing the 13 databases that are assigned the subject Genealogy
Want to see an analysis of the Community databases in a subject? Choose which community-supplied subject terms to use and click Go to see which Community databases have been assigned those terms. Here is a sample analysis of Biology and related subject names:
A to Z Subject analysis shows you which subject names have been assigned to which databases, and how many institutions label each database as Trial, New, and Popular
The ability to filter these results by library type and location is coming soon.

The A-Z Community

We’re starting out with the 500 or so databases that appear most frequently across LibGuides. We initially matched on Name, Vendor, and URL, so databases with individualized URLs may not have matched. That’s ok, you can still map your holdings to the community!
You can view and filter the list by name, vendor, or words in the description. You can also sort by how many institutions hold this database and whether your institution owns it.
The A to Z Community screen lists database names, vendors, and descriptions.
Adding databases into your LibGuides system from the AZ Community is a snap. Just click the Add to My System button in order to create a new asset in your system containing the name, vendor, and description of the Community-supplied asset.
A to Z Community screen for the J stor database, which includes the "Add database to my system" button, space for community-supplied description and reviews, and a summary of how this database is designated as trial, best bet, new, and popular across LibGuides systems

Is your database not connected to the community?

Want to map your databases to the existing community list? Please do! To link one of your local databases to the AZ Community, go to the database’s Edit screen and click the Community button next to the Database Name. You can copy the community-supplied name, vendor name, and description into your local instance if you like, or you can just make the association. Ding! Now that database is held by one more library. 🙂
Click the community button to search for and link a local database name in the A to Z Community.

Blog Widgets

Create a widget for any blog in your system, be it your system blog or a guide blog page. Go to Tools > Widgets > Blogs to generate the code you need to share links to or entire blog posts in your guides or on another website:
Screenshot of the blog widgets tab including a preview of a blog widget
Use the options on the screen to show just the post titles or the entire post, including teaser and images. You can also filter by subject or post author. Like all LibGuides widgets, you can generate a list via JavaScript code or a URL, or you can create a prettier list in an iFrame.

Other fixes and features

As with all code releases, we have include a few other small things:
  • We squashed a bug related to logging into our support site.
  • We restored editing to group Language Options.
  • We changed the buttons visible when editing an existing blog post to “Save” and “Unpublish and Save Draft.”
  • We squashed a bug that meant that guide titles from internal groups displayed on profile pages, although guides themselves were not accessible.

Just out: Authenticate to view LibGuides E-Reserves with LibAuth

We have some cool updates to LibAuth-related functionality to share with you today! Need to limit E-Reserves viewing to students and faculty? Limit a LibCal room to just faculty bookings? You totally can, with LibAuth Groups. Please note: currently SAML, Shibboleth / ADFS and CAS are the only authorization protocols that support groups; if you do not see the Group Permissions, then your selected protocol does not support Groups.

More about the existing LibCal functionality in a minute; what we’re really excited about is that you can now enable LibAuth authentication with LibGuides E-Reserves. You can specify which LibAuth profile to use at the system level or at the course level; both make use of Group Permissions.

To designate a LibAuth profile that governs access to all public E-Reserves content, go to Content > E-Reserves > Settings > Authentication.

Screenshot of LibGuides E-Reserves Settings with Authentication accordion expanded

To specify a profile to provide public access to the contents of an individual course, look for the Enable LibAuth Authentication menu in the course’s settings. You can choose the System Default profile, no profile, or a different profile.

Screenshot of E-Reserves Course Settings

LibAuth authentication for E-Reserves only grants access to public pages. Access to manage E-Reserves happens through LibApps accounts and not by virtue of assigning a LibAuth profile in E-Reserves settings. Want to enable LibApps login with LibAuth? You can! Edit your LibAuth profile and enable LibApps authentication, near the bottom of the screen.

To give permission to an authentication group to a group of rooms in LibCal, go to the settings page of the group of rooms and choose the appropriate option from Enable LibAuth Authentication.

LibCal Room Group settings: Study Rooms

If you use LibCal spaces, to go Admin > Spaces & Equipment > Manage Location > Edit > General > Enable LibAuth Authentication.

Screenshot of LibCal Spaces Settings

To enable LibAuth authentication for a calendar, go to Calendars > click the calendar name > Settings > Calendar Settings > Enable LibAuth Authentication.

screenshot of LibCal Calendar settings

Note as with the above configuration: if you choose a protocol that supports groups but do not have groups defined in LibAuth, the additional drop-down to choose a group will not appear.

You can also enable LibAuth authentication for My Scheduler by going to My Scheduler > Appointment Scheduler Settings > Enable LibAuth Authentication.

Need help setting up LibAuth? See our help documentation for more information.

We also squashed a few bugs and put out a few smaller features with this LibGuides code release, namely:

  • Access to v1 statistics
  • EU customer access to the Support site
  • When you clicked on a guide tag, search results weren’t limited to that tag
  • Re-enabled language options

New LibInsight Update!

Hey there LibInsight users, we’ve released a bunch of new features for some summer data fun!

Database & eBook Invoice Line-Items and Cost-per-use Statistics

Last month we added the ability to attach invoices to your E-Journal & Database and eBook platforms; this month brings more invoicing goodness: line items! Adding line items for individual databases or eBook collections will enable cost-per-use statistics at the database level. With LibInsight, you have all the tools you need to make data-driven decisions about your database, E-Journal, and eBook collections.

Adding line items to an invoice is easy! If you have already uploaded JR1 or DB1 reports, those title lists are already associated with your platforms. Just start typing the title, choose the right item, and add the item’s amount.

LibInsight invoice showing database line items and their costs

Once this is complete and you’ve added your DB1 reports, you’ll be able to see cost-per-use statistics for databases.

LibInsight Database use and cost-per-use statistics

Counts Datasets in Dashboards

We’ve made a change to Dashboards that we know you’ll love! Do you keep monthly totals of various library activities? Now you can chart related activities side-by-side in a single Dashboard chart. Chart up to 10 related fields with this new feature:

LibInsight Dashboard graphs showing multiple fields per chart

Also new with this release is the ability to download your data from Counts/Aggregate datasets.

Custom Dataset Widget Submit Button Options

The Submit buttons on Custom Dataset Widgets are “Submit” and “Reset.” If you’re logged into LibInsight, the buttons are “Submit” & “Submit and Clear.” The latter options are useful for busy service desks where form submissions can be similar from interaction to interaction, so we’ve added that as an option. If you’d like to have “Submit” & “Submit and Clear” buttons, just choose that option in your widget’s settings.

Also new with this release, we’ve made the Springy Custom Dataset Templates more visible. Everything from Foot Traffic to Reference Questions are right there for the copying. Choose a template name when creating a new Custom Dataset. This will copy the template’s fields into your dataset; you can add your own fields as well.

List of all dataset templates available when creating a custom dataset

Additional Fixes and Features

  • You can add a filter on the contents of Internal Notes when analyzing a custom dataset.
  • Validate your COUNTER file before you upload; a link is available on the Record Data screen for E-Journal & Databases and eBooks datasets.
  • Quickly jump from a Platform page to Record Data with the new Record Data button.
  • For Numeric or Monetary fields, your “Field Look” choice (5 or 10 characters) will be applied to the Record Data screen. It previously only applied to Widgets.

Field settings for a numeric field. The Field Look is set to 10 characters wide.

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!

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?

New this week in LibGuides: New Blog Features and an OAI Overhaul

We’ve hit the ground running here at Springy HQ after a lively January 2017! Here’s a rundown of big new LibGuides features, now available in a browser near you.

OAI Rewrite

We initially implemented OAI-PMH harvesting for LibGuides in July 2015, and since then, you’ve given us some great feedback for changes and new features.  We’re pleased to announce that we’ve rewritten our implementation from the ground up and have incorporated your ideas!

Sensible URL. We changed the structure of the URLs used for harvesting to make them easier to remember. Your old URL will continue to work, so you have time to update your identifiers (see below) and your URLs. To grab your OAI-PMH URL, go into LibGuides > Tools > Data Exports > OAI-PMH.

Updated Identifiers. In order to support sets and additional content in the feed, the identifiers for guides were modified slightly. For example, oai:libguides.com:27066 becomes oai:libguides.com:guides/27066. If you rely on these identifiers for harvesting, clear out the LibGuides content before updating your OAI-PMH URL, otherwise you may end up with duplicate guide content.

Real-time updating. Newly-published and -edited metadata will be available in your OAI feed immediately.

New metadata! Now you can harvest more than just your guides:

  • Sets support. LibGuides now supports sets of objects. View the ListSets output with “?verb=ListSets” for a list of available sets. The verbs ListIdentifiers and ListRecords support limiting results to a particular set by passing that set‘s query parameter. If the set parameter is left off, ListIdentifiers and ListRecords will return objects in all sets. This is a change in behavior from previous the version, which returned only guide content. If you would like to maintain this behavior (only harvesting guides), be sure to use the ‘guides’ set parameter.
  • A-Z Assets: One of the new sets available in the feed is your collection of A-Z Databases. All A-Z assets are included as long as they are not hidden. Information exposed for A-Z is: title, description, the ‘more info’ field (if filled in), subjects, vendor, creation date, and URL (proxied if the ‘proxy’ checkbox is checked). To grab your databases metadata, use the ‘az’ set parameter: &set=az.
  • E-Reserves Courses (Reserves module required): The courses available are limited to courses with unassigned terms or with terms with start and end dates for the current period. Information exposed for E-Reserve Courses is: title, description, instructor, term, URL, and course number. To grab just the E-Reserve Courses set, use the ‘er_courses’ set parameter: &set=er_courses.
  • Guide Custom Metadata (LibGuides CMS only): If you would like to include additional information in your feed, any supported Dublin Core fields entered in the Guide Metadata tab will be exposed. Entries in the Guide Metadata pane are exposed as additional fields and do not replace content in the feed. Field names must be in the format of dc.{field name}. For example, if you wish to add a contributor, enter “dc.contributor” as the field, and “Jane Smith” as the value.

Want to harvest your OAI-PMH data for your catalog? No problem! Check out this video for using MarcEdit’s OAI Harvester to create MARC records and get that job done:

Also see this post for a great introduction to OAI and links to additional resources.

New Blog Features

Featured Post. Now you can “pin” a post to the top of your blog by designating it your Featured Post. Note that there can be only one!

Screenshot of a guide blog with a featured post

Related Blog Posts & E-Reserves Courses on Subject Pages. Give additional exposure to your system and guide blog posts by assigning Subjects to them. Blog posts with Subjects assigned will appear under the Blog Posts tab on their respective Subject pages:

Screenshot of a Subject Page with the Blog Posts tab selected

…And More!

We wouldn’t be Springy if there weren’t a couple more goodies in this basket! Also new as of this release is are:

More ALT Text Options for Images. All non-decorative images in your LibGuides System should have accompanying ALT text to assist those who use screen readers. You’ll see new Alternative Text fields in a few places throughout the system.

Screenshot of adding ALT text to an image (meta!)

Add ALT text when uploading an image to your Image Manager

screenshot of an existing image in image manager

Add ALT text to existing images in image manager

screenshot of the Add Thumbnail image pane

Add ALT text when adding a thumbnail image to Links, Documents/Files, or Database Assets

Small Fixes

Just a couple more things to include!

  • LTI. The “customer secret” is validated when a tool is launched.
  • Search & Replace. We swatted a bug preventing Guide Name & Description searches from working.

 

“Count” on LibInsight to kick off ALA Midwinter week 2017 with a bang!

Springys will be heading to Atlanta this week for ALA Midwinter 2017, but Springy HQ is still rocking and rolling out new features this week! First up is LibInsight 0.15, now available in a browser near you! Here’s the rundown:

Counts/Aggregate Dataset Type

As librarians, we count a lot of stuff! Whether tracking the number of visitors to the library, the number of questions answered at your desk, the number of attendees at your awesome programs, or the number of times your group study spaces are used, there are a lot of numbers you can use to demonstrate the value of your library to your university or board. While LibInsight does some aggregate counting, until now, its power has been in tracking and analyzing transactional data–think individual instruction sessions vs monthly instruction statistics. Weep no more, spreadsheet lovers!

We’re so pleased to bring you the Counts/Aggregate dataset type. Monthly collection counts? Check! Daily headcount? Check! Annual event attendance or instruction numbers? Check and check! Stack any and all of your regularly-counted numbers together in one or more Counts/Aggregates datasets.

Screenshot of the data entry screen for the Springy Hometown Library Monthly Stats dataset

As with all LibInsight datasets, you get analysis for your Counts, too. View your numbers in tables, view dataset statistics, chart one or more variables, or even use the Trends tab to show how the counts change over time.  Compare data from your Counts datasets with other datasets using Cross-Dataset Analysis to boot! Ready to show off your library’s numbers? Add your Counts dataset to a Dashboard for easy access. Ready, set, get counting! 🙂

Screenshot of the analysis of the Springy Hometown Library Monthly Stats dataset

Custom Datasets Get Trendy!

Do you use the Trends tab in your other datasets? Well, now you can analyze trends for the numeric fields in your custom datasets, too! See how the totals of your numeric fields change year-over-year, graphically and in tables. In the screenshot below, we see that use of the Springy Hometown Library Reading Room was up by almost 6% in 2015 over 2014 but slipped by just over 1% for 2016.

Screenshot of 3-year trends for the Springy Hometown Library Headcount dataset

Have suggestions for additional Trends or other analysis for Custom Datasets? Click the Support tab on any page in your LibInsight site to drop us a line.

Additional Features and Fixes

Widgets

  • Add the “Entered by” field to your dataset widgets to record who’s entering data.
  • If Required Fields aren’t completed on Submit, these are highlighted.

Gate Count Datasets

  • Allow “Null” values in Gate Count hourly datasets–no zeroes required!
  • Added a date/hour picker for the Multi-Gate option in Gate Count widgets.
  • You can now download your Gate Count data.

And more…

  • More flexibility with setting your preferred fiscal year dates for analysis. Set this up in Admin > System Settings.
  • Field order of CSV Exports now reflects your custom field order.
  • We squashed a bug that was preventing 5-step scale fields from working properly
  • We made SUSHI error messages easier to read.

What are We Thankful for? Great New LibGuides Features!

We’re celebrating turkey day early with some new features that we know you’ll love: a brand new Gallery Box, new features for Patron accounts, and some accessibility improvements, too!

Patron Accounts: Import and Self-Registration Options

Patron Accounts are used in LibGuides for patron participation in Discussion Boards (CMS Only) and blog comments. Until now, Patron Accounts were created one-at-a-time, or by sending email invitations. We’ve added two new options to make creating these accounts easier: mass import for you, and self-registration for them.

Don’t want to create patron accounts by hand? No problem! LibApps Admins can head over to LibApps > Admin> Manage Patron Accounts > Settings > enable Self-Register to allow patrons to do just that. The Settings tab is also where you’ll specify the email domains from which self-registration is allowed. If you’re a little nervous about self-registering, leave that disabled and use the Import Patrons utility in LibApps > Admin > Manage Patron Accounts to import any and all of your patron accounts at once.

Already using Patron Accounts? We’ve moved them into LibApps in anticipation of extending their use to other Springy apps. Go to LibApps > Admin > Manage Patron Accounts to see, edit, or delete them.

Accessibility Improvements

We’ll be making accessibility improvements in just about every upcoming release, and we’re excited to announce the latest enhancements. Here’s the list:

  • Made sure that homepage sidebar boxes (A-Z list, E-Reserves, etc.) use headings.
  • Homepage page title reflects the content’s sort order.
  • Homepage buttons for “All Guides,” “All Groups,” etc., use <button> elements.
  • Added missing Submit button for Sort Order drop-down on homepage.
  • RSS content items now use accessible popovers for descriptions.
  • Removed redundant title attributes in RSS content items that caused some text to be read aloud twice by screen readers.
  • Fully-accessible Gallery Box content.

We have a list of other improvements to make and plan to include some of them with each release. See something that needs addressing! Do let us know!

Gallery Box – More than Just Pretty Pictures

Easily bring new content to your LibGuides slide shows with the our new, accessible Gallery Box code. Already have Gallery Boxes in your guides? No problem! This code is backward-compatible, so not only will your old boxes still function, all the new features apply! (Bonus: all your slides are the same height now! 🙂 )

New Content Options!

With the new Gallery Box, you can create slides showcasing content from your LibGuides system:

  • Books from the Catalog assets
  • LibGuides
  • Databases
  • LibCal events
  • Images from the Image Manager (or on the web, via URL)

To add content to your Gallery Box, click the cog icon in the Box’s header, then simply click Add New Slide, choose your slide type, and easily search for content in your LibGuides or LibCal system.

screenshot of the Add New Slide menu containing image, book, database, LibGuide, and LibCal Event options

New Gallery Box Settings!

Also new to the Gallery Box are all sorts of settings! Use different combinations of settings to create an endless variety of slide shows. Customizable features include:

  • Auto-play: turn Auto-play on for slides to advance automatically
  • Transition type: Slide or Fade
  • Speed adjustments: Adjust the time each image is on the screen and the time each transition takes
  • Image height control: specific a height in pixels or % relative to the box it’s in
  • Slide options: Number of rows, number of slides per row, and how many slides to advance at one time
  • Navigation: Presence or absence of dots indicating the number of slides (the arrows are always present to enable manual advancing of slides)
  • Choose caption position: Top, Bottom, Left, Right, and None
  • Caption color options: caption background color and text color

Do More with Gallery Boxes!

Creating slide shows with Gallery Boxes is about more than highlighting a few images. With the new content types, settings, and text options, the possibilities are endless! Here are some ideas:

  • New books displays
  • Upcoming events
  • Highlight new or popular databases
  • Text-based slideshows highlighting library hours, contact info, upcoming meetings, etc.

Here’s a sampling of different layouts created using LibGuides Gallery Boxes:

One Slide at a Time, Auto-Play ON, Captions, Dots ON

Two-row Grid, Auto-Play ON, No Captions, “Fade” Transition

Horizontal Books Carousel, Auto-play OFF, No Captions, Advance 6 at a Time