Archive for LibInsight

“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.

Friday Fun! New LibInsight Features

New Chart Type in Dashboards

We’ve added a new chart option in Dashboards; the new Stacked chart option lets you visualize the multi-select or single-select fields in your custom datasets in a new way. Here’s a side-by-side comparison:

Screenshot of a stacked column chart next to a traditional column chart

While both visualize how different answers compare to one another, stacked charts have the added bonus of indicating the rough total for each option. Stacked charts are available for Bar, Column, and Area charts. They’re only available for Custom datasets right now, but we’ll be bringing these and more to other dataset types.

To try out a Stacked chart, create or edit a Dashboard using a custom dataset that contains a Single Select or Multi-Select field, and check the optional Stacked setting:

screenshot of Edit Row dialog showing the stacked chart checkbox for a sample chart

This is just the first step toward more robust and flexible Dashboards. Watch this space for more news! 🙂

Widget Previews

Do you find it annoying to have to find and copy the URL for an LI widget to see what it’s going to look like? We did too! There’s now a preview button that will open your widgets in a new tab.

Screenshot of the Widgets / APIs screen with the preview icon highlighted. Please note that APIs by nature do not have a preview.

Attach license (and other) files to your database, e-journal and eBook platforms!

When you go to add data to your E-Journals / Databases or eBooks datasets, you’ll see a new License Files tab. There you can attach license files or other important attachments. You can also link directly to this tab from the Platform Management modal (Admin > Manage Datasets > your dataset > Edit Platforms > edit a platform > Manage License files)

Screenshot of the License Files tab on the Record Screen for an e-journal / databases dataset

Improved field creation process for Custom datasets

Before this release, the system date fields for Custom datasets in LibInsight were always named “Start Date” and “End Date.” This often added a couple of steps to the upload process, if the names of your date fields did not match these exactly. Now when you create a Custom dataset and map your date fields to the system date fields, your field names will be retained.

Screenshot of the field creation process adjacent to the fields list in the uploads process, indicating that original field names are retained

 

New to LibInsight: Track Individual Reference Questions, and More!

Up until now, to track and analyze reference questions, a library had to create a custom dataset. That’s still possible, of course, but if you’re a librarian who likes things in the right categories (and we know you are!), you can use a new option in the Reference Dataset to track those individual transactions.

How? When you create a Reference dataset in your LibInsight installation, you’ll see three options:

Screenshot of options to create Reference Dataset. They are read in the text below this image)

If you are tracking monthly statistics from another reference system, choose “For importing aggregate count of SMS, Chats, Tickets, & FAQs from my Reference system.” To have those numbers automatically harvested for you from LibAnswers, choose the second option. To enter details about each question answered at your desk, choose the third option, “To add individual Reference Questions.”

Bonus! You can integrate a READ scale field if you use that in your library. Analysis of the READ scale values is included in the dataset analysis.

Many folks use LibAnalytics to track their reference questions, and that’s great! LibInsight goes one further and gives you the power of all the field types in the Custom Dataset, applied to your Reference service! Add select fields for items like location or the method used to ask the question; add a multi-select field for items like “Resources Used.” Did you consult the catalog, a database, and a book from the ready reference shelf? No problem! Check all that apply. 🙂 Also available are Numeric, Monetary, Scale, and Date/Time fields. You can divide fields among three columns on the entry form and include text instructions, if you so wish.

Other New Features

We’ve also added a couple of new filters to analysis. For any select field, you can choose “is not” to see records that match all options except the one(s) you choose.

screenshot of the analyze screen with "is not" as the selected filter

We’ve added a multi-select filter to the analysis page for Gate Count datasets so that you can analyze related libraries / entrances as a group:

Screenshot of the gate count analyze screen with two branches selected

Last but not least! You can now edit your Custom and Shared dataset Pre-Defined entries from the Manage Datasets > your dataset screen:

Screenshot of the Manage Pre-defined Entries tab

Spring Goodies! New Features in LibInsight

Spring is officially here in the northern hemisphere, and this year it brings a whole basket of goodies to LibInsight. We are super-excited to announce widgets for Gate Count datasets, a community-wide shared dataset for tracking your ACRL Survey answers, and a special Easter-egg–a new home screen! Here’s the rundown:

Gate Count Widgets

Now you can create forms that you can use to record counts to your Gate Count datasets. Embed a widget in an intranet webpage and your students or staff can enter gate counts without a LibInsight login. There are four types of widgets that you can create:

  • URL-based: send the link to your widget to anyone
  • Embeddable popup: use this code to add your widget as a popup to your LibGuide or other web page.
  • In-page iFrame: use this code to add the entire widget to your LibGuide or other web page.
  • Side button: use this code to create a button on the side of any webpage that will pop your widget up.
screenshot of a gate count widget

Widget for recording to a Gate Count dataset

Community-Wide Shared Dataset: ACRL Survey

Spring does not only bring flowers and showers; spring is also survey time! NSSE, IPEDS, ACRL, ARL, PLA–it’s a veritable bag full of acronyms. Well, this spring, you can enter and track your library’s ACRL Survey answers in the new shared dataset of the same name. Go to Admin > Shared Datasets to accept the share and participate in this LibInsight community dataset. Once you’ve accepted the share, you’ll see the dataset in your datasets list. Go to Record Data > ACRL Survey to enter your library’s statistics for the 2015 survey year:

screenshot of ACRL survey form

ACRL Survey FAQs

Q: What does “community-wide dataset” mean?
A: All data that is recorded to this dataset is visible to any LibInsight subscriber for analysis.

Q: Can someone else change my data?
A: Nope.

Q: What if I don’t have all the answers?
A: No worries, no one has all the answers. Just kidding! If you’re not done yet, Submit your answers. When you go back to Record > ACRL Survey, you can continue.

Q: Can I use LibInsight to submit my numbers to ACRL?
A: Unfortunately, no, but as this dataset grows over time, it will be a good tool to use in Cross-Dataset Analysis to compare to other library activity or to track your data over time. As more libraries contribute their data, you’ll be able to do deeper comparisons across institutions.

Q: Can I enter data from previous years?
A: Unfortunately, no, as the survey was substantially different in years past.

Q: My library doesn’t participate in this survey. Can I remove it from my Shared Datasets?
A: Yes, click Accept Share, then immediately click Remove Share. This action is permanent, so be careful!

New Dataset Wizard

Spreadsheets, tick sheets, COUNTER reports got you down? No problem! Click the new Dataset Wizard to help you decide what type of dataset to create. 

Screenshot of libinsight datset wizard

New Home Screen

Now for the biggest egg in the basket–a new home screen! When you log into LibInsight, you’ll see a dashboard similar to that in other Springy products. From there, you can jump to any number of common tasks, get Springy news and updates, and see your system statistics at-a-glance.

Screenshot of libinsight home screen

Click for larger image

New LibInsight Admin? There’s a bonus for you! When you log in, you’ll see a list of tasks to help get you started. You can Dismiss the list and see it again when you log in next time, or if you’re finished, you can Dismiss Forever to banish it to the land of holidays past. Don’t like it? No problem! Go to your account settings and choose what you would like to see when you log in: the Home screen, a Dataset entry form, or analysis of your favorite dataset. Regular accounts will see only datasets to which they have access.

More New Features!

Other goodies in our spring basket include:

  • Friendly URLs for widgets
  • Screen to administer friendly URLs
  • Zeroes entered in numeric fields are retained rather than kept as “null” values
  • Preview of fields while you’re building a Custom dataset
  • Dataset templates! Copy our templates for Book Request, Instruction Request, Website Feedback and more!
  • When you empty a platform in an e-Journals/Databases or eBooks dataset, the Uploads List is cleared.

LibInsight SUSHI Integration is HERE!

Fish might not go well with our American customers’ Thanksgiving Day turkey, but boy do we have a LibInsight update that we hope you’ll be thankful for—SUSHI integration.

What’s SUSHI? It’s a protocol that enables LibInsight to connect directly to your e-resources vendors for data retrieval, eliminating the middle steps of downloading files from your vendors and uploading them into your E-Journals / Databases or eBooks datasets.   Reports available currently are JR1 (r3 & r4), DB3 (r3), PR1 (r4), and BR2 (r4).

Set Up

To get started, go to Admin > SUSHI Providers to add and manage your connections:

The Add a SUSHI provider screen
For each vendor from which you’ll make requests, you’ll need this information:
  • The SUSHI web service URL
  • Your Requestor ID
  • Your Customer ID

Request a Report

Once you have your datasets and SUSHI credentials set up, head to Record Data > your dataset > choose Platform > SUSHI Harvesting. Select the provider, report type, and time period, click Get Report, and kick back while the data is retrieved for you.

screenshot of SUSHI harvesting request

Be sure to retrieve fewer than 12 months at a time, as that’s usually the maximum that providers allow. We’ll process large files on the server for you and email you when the data is available for analysis.  The data retrieved via SUSHI is included seamlessly along with other data that you add to your e-resources datasets, be they COUNTER reports, generic data, or manually-entered numbers.

Need to Undo? No Problem!

Like with other data entry to E-Journals / Databases and eBooks datasets, you can overwrite data or add to the existing values, and if you need to undo any report, you can do so by going to Record Data > your dataset > choose Platform > Uploads List.

screenshot of a platform's Uploads List demonstrating the SUSHI file naming convention in LibInsight

As with retrieval, we will email you when a file you delete is completely removed from your dataset.

Want to know more about SUSHI? Check out NISO’s General or Librarian FAQs. Also see the Datasets for Databases, E-Journals and eBooks guide in our support site (login required) for more information.