Archive for New Features

LibStaffer 2.7 Release Out Now!

The LibStaffer 2.7 release is live and brings tons of great features, including a public view of schedules (and a widget, too!), plus Google Calendar sync, a new email digest for open shifts, and a whole lot more.

Public Views of Schedules (and Widgets too!)

Have you ever wanted to quickly check a schedule / your shifts without having to log into LibStaffer? Now you can with public schedules! These new public schedules offer a great way to share information about who’s working when, even with folks who don’t have a LibStaffer account. To set a schedule to have a public view, admins can head to Admin > Schedule Settings > Edit Schedule and assign the schedule a friendly URL. Then share that friendly URL however you’d like!

And of course, no public view would be complete without a widget version to easily embed in any website, so we’ve included those too. 🙂 Better yet, with the widget you can even choose the default initial view of the schedule, so it’s easy to start the page in Day, Week, Month, or Timeline view. To view the new widgets, admins can head to Admin > Schedule Settings > Widgets.

Google Calendar Sync

With this release we’re also upping LibStaffer’s integration points with all new Google Calendar Sync! This integration offers a 2-way sync, so shifts you’re assigned to in LibStaffer will automatically appear in your Google Calendar, and events in your Google Calendar will mark you as unavailable to work a shift in LibStaffer. To get sync’ing, head to Edit Profile > Google Calendar. Please note, this integration requires a Google Service account – check out our FAQ on Syncing your Schedule with Google Calendar for more help!

Available Shifts Email Digest

We’ve heard from several folks who’d like more streamlined and targeted emails from LibStaffer, so we’re making it happen! We’ve introduced a new batched email digest for available shifts in LibStaffer. Now, instead of getting multiple emails when someone gives up several shifts, we’ll batch these notifications into a single email, sent on the hour. We’ve also included a handy “claim shift” link right in that email, so available shifts can be claimed with just one click.

Edit Time Off Requests

We know how it is – sometimes when people request time off, you may need to edit or adjust the request before approving it. In this release, we’re addressing this pain point – admins can now edit time off requests prior to approval! To see this in action, head to the Time Off Approval tab – you’ll now seen an option to Edit Time Off alongside any new time off request:

Admin Shift Notes

We’ve added a handy new option to help communicate with other admins about interesting happenings that took place during a shift. Head to the Edit Schedules > Edit Shift modal window, and you’ll see a new area for Admin Shift Notes. Whether it’s that one of your staff members did an awesome job at a routine task, or you have an interesting story about a patron to share with other admins, you can use this field to share that information, and other schedule admins can view it via the reports tab.

Additional Updates

  • We’ve updated the look of all Schedule Settings Pages: We’ve moved all of the functionality that was previously found in modal windows into individual tabs, so it’s easier to manage a schedule’s settings.
  • We fixed a bug with splitting shifts that spanned days (i.e., shifts that run past midnight). In some cases this was throwing an error message, which we’ve corrected.
  • We’ve added more specific alert messages when overriding a shift conflict. If you find the need to override a shift clash, we’ll display more information about the clash, so you’ll know whether the conflict is that the person is scheduled to work on another schedule already, or they’re listed as busy in their Outlook or Google Calendar schedule, or the shift is outside of their working hours, etc.

Privacy-related Updates and More for Your Mid-May

Coming this week! This month’s LibGuides & LibApps code release includes a slew of privacy-related updates. We recently announced updates to our privacy policy and tools per the upcoming enforcement of the EU’s General Data Protection Regulation. If you’re new to the GDPR, the enforcement date is May 25, and we at Springshare took the opportunity to review our privacy policies, procedures, and functionality. Check-out our full GDPR compliance plan and policy.

As part of this week’s updates, we’re adding in new privacy control features and we’re extending these “GDPR tools” to all clients around the world, not just our clients in the European Union. Any library, anywhere, using Springshare tools can take advantage of these new features.

Alert your users to how their information is used with a Privacy Alert Banner

We’ve added a new tab in Look & Feel that allows you to enable a small banner that shows on your public pages. The default language is short-and-sweet and also links to a longer Privacy Statement that details cookies and how we use information to collect statistics. This is a dismissible banner similar to ones you may have seen on other websites. It’s off by default; turn it on by going to Admin > Look & Feel > User Privacy Alert.

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You’ll also see privacy information displayed on your Account settings page, and if you use Patron Accounts, your patrons will see this information on their Account settings page. Patrons will also see this information on the Self-Registration screen, if you have Self-Registration set up.

Being GDPR-compliant also means providing a way for you to opt-in to the emails that you receive from us. Now when you go to your Account Settings page, you’ll be able to opt into the three types of emails that we send: our semi-regular Newsletter (full of tips and tricks as well as news!); our Promotions emails; and word of upcoming webinars, online training, and SpringyCamp events. We hope you’ll opt in for all three! We’re commited to only sending you one email/month in each of those three email cateogries. You can change your options at any time by going to LibApps > My Account.

New to Image Manager—Location Mappings!

Afraid to delete an image because you’re not sure whether it’s being used inside LibGuides? Never fear! Easily see where your images are used, regardless of their location! When you go to Image Manager, you’ll now see a number below each image. Click on the number to see where images are used. Potential locations are:

  • Guides:
    • Rich Text content
    • Gallery Boxes
    • Blog pages > posts and comments
    • Discussion Board Pages > posts and replies
  • System blog > posts and comments
  • System & Public Discussion board > posts and replies
  • Assets*:
    • Database thumbnails
    • Link thumbnails
    • Document thumbnails

You’ll see the mappings when you open Image Manager from LibApps or when editing content in LibGuides.

* Book covers generally are retrieved from Syndetics or Amazon and so are not included here.

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We will include the locations of images used inside your LibCal and LibAnswers sites, if applicable, in a future release.

Blog Subscriber Management!

Dying to know who has subscribed to your system or guide blogs? Us too! Now you can view the list and, if necessary, unsubscribe email addresses. Just click Blog Management on any admin-side Blog page to view and manage your list.

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Accessibility Update: Resource Icons

We made a change last year that saw blank ALT text added to Resource Icons. We heard from several of you who pointed out that while these are small, they tend to convey meaning, and sometimes even are linked, which means our move to declare these little beauties “decorative” was a move in the wrong direction. We’ve fixed that! The title of a Resource Icon is now used as its ALT text, and icons (and their links) are screen-reader and keyboard accessible.

As a reminder, your mileage may vary depending on your browser, operating system, and screenreader. We test with widely-used accessibility checkers, browsers, and screenreaders, but accessibility is often a moving target. Did we miss something? Let us know! (link opens in a new tab).

Small Fixes and Features

  • When only one expert is assigned to a subject, that person’s full profile box is shown.
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  • Profile boxes added as custom boxes to guide templates now show the person’s correct title.
  • The A-Z databases page was changed so that it does not load Bootstrap when the admin has specified that Bootstrap should not be used across the site.
  • We corrected a name spacing issue that was interfering with LibraryThing widgets.
  • Since the Email Me button in a profile box is a mailto: link, we now validate email addresses entered there.
  • You are now able to edit link assets when you have filtered the assets list by URL contents.
  • We implemented the new Google logo for the Google Search content type, as well as added a missing ARIA label.
  • We added the white background to the LibApps menu, when viewed on a mobile device.
  • We corrected the processing of Gallery Boxes so that all slides do not show momentarily in Internet Explorer, and all Gallery Box content loads more speedily.
  • Notification emails for blog posts now contain a full URL rather than a relative one, which was confusing some email programs.
  • We inadvertently changed how A-Z database search results were presented. They’re now back to a single list, sorted by Relevance.
  • Resource icons order has been restored to sort by the order in which they were added.
  • In keeping with common practice, RSS feeds for blog pages now return the first 10 posts, rather than the entire blog feed.

LibCal 2.15 Release Coming Soon!

The LibCal 2.15 release is on its way to you this week, and will be rolled out to all regions by the end of the day Thursday May 17th. We have tons of goodies to share in this release, including a brand new Card View, plus new filter layouts for upcoming events, and several GDPR related updates. Read on to learn about all the great new features coming your way this week!

Card View and Flexible Filter Layouts

Searching for public calendar events is about to get a whole lot more flexible – Card View and flexible Filter layouts are here! We’re adding two new public side options to make your events stand out from the crowd:

Card View – We’re introducing a new “card” layout to show your upcoming events in style. In this new view, each event is represented as a card – the event’s date, time, and location are displayed at the top of each card for easy scanning, and each event’s title and description are displayed inside the card, with categories and audiences displayed at the bottom. This new layout is integrated into all public calendar views, so your patrons can switch to the view that works best for them with just a click.

Flexible Filter Layouts – With such a lovely new view of upcoming events, we realized it would be great to get even more flexible – we’re introducing a new display option so you can choose whether your calendar event filters display on the left side of the screen (as in the above screenshot) or across the top. This new top view for filters gives the various event layouts much more room, and works a treat for mobile users.

To choose the default view and filter layout that works best for you, admins can head to Admin > Calendars > Settings.

Good to Know: In order to make these new features possible, we had to centralize the Calendar Display templates at the system level vs. individual calendar-level. It used to be possible to customize the monthly view and list view templates for each calendar, via Calendars > Edit Calendar > Settings > Display Settings. Once the release is live, these templates will no longer be part of individual Calendar settings, and will be located under Admin > Calendar > Settings with only a single template for each view (Event Listing and Monthly), which will apply to all calendars in your system.

Internal Tags

In addition to the great new event views mentioned above, we’re also adding a new classification option to help manage and view your events – Internal Tags are here! These optional tags provide a way to classify your events for internal statistics and data gathering purposes, and are never shown to the public. When events have been tagged with these new internal tags, you’ll be able to filter all statistical reports and booking explorer pages by this parameter, which makes it easy to view ex all of the events tagged with “New Ideas” or “Funded by STEM Grants”.

To create Internal Tags, admins can head to Admin > Calendars > Internal Tags. Once these have been created, they will display on the Add/Edit Event page, in the Booking Explorer for each calendar, and in our super cool new Calendar Statistics pages.

GDPR & Privacy Related Updates

We’ve also worked on a number of issues to help get ready for the impending GDPR changes. In case you missed it, you can check out our full GDPR post here: https://blog.springshare.com/2018/04/25/gdpr-your-data-new-privacy-tools-so-much-good-stuff/. Here are a few additional tools we’re rolling out in this update:

  • Public Cookie Notice and Privacy Statement – We’re adding an optional, dismissible notice to alert users about the use of cookies and IP address collection on LibCal public pages. To turn on this notice and customize its text, admins can head to Admin > System Settings > Privacy Settings.
  • Data Submission Notices – We’re also adding an optional data submission notification, to help you alert your patrons to what personal information you collect in order to create a booking. This gives you an opportunity to let your patrons know why you collect particular data on registration forms, what that data is used for, etc. To turn on this notice and customize its text, admins can head to Admin > System Settings > Privacy Settings.
  • Expanded Privacy Scrub – We’re expanding our current privacy scrub options so that now, in addition to scrubbing patron name and email address, you can also choose to scrub patron responses to all registration form questions. When the privacy scrub has been enabled, we still retain an overall usage statistic – so for example, if a space booking is being scrubbed, we retain the booking’s start and end time, but remove all identifying information about the person who created the booking. To enable the privacy scrub for your site, get in touch with our awesome support team and let them know which module(s) you’d like to scrub, whether to scrub just name and email or include registration form questions too, and the number of months for which you’d like to retain data (choose from 1-12 months).

Additional Calendar Updates

  • We’ve added an easy way to Migrate from Calendar level Categories to the new System-wide Categories and Audiences. We’ve added a new option to Transfer a Calendar-Level Category to the system level Category and Audience pages, so switching to the new system-wide options is a breeze – head to Admin > Calendars > Audiences/Categories to see it in action. In addition, if you delete a calendar level category (via Calendars > Edit Calendar > Settings > Categories), you’ll see an option to migrate existing events to the system level Categories and Audiences.
  • We’ve updated the Add/Edit Event Page so all of the menu selectors have the same look and feel, and and all of the help text has been updated as well.
  • We’ve updated the Mini Calendar Widget so that, if there are no events happening in the current month, the widget will display events from the next month.

Additional Spaces and Equipment Updates

  • We’ve fixed a bug with editing a patron’s equipment or space booking – previously, if you were changing an existing reservation to a different date (both before and after the original booking date), the alert messages that check for booking clashes weren’t updating to the newly selected date, which could create incorrect booking clash notices.
  • We’ve added the ability to Export Equipment and Spaces Statistics.
  • We’ve updated the Equipment and Spaces public pages to better alert patrons when they attempt to create a booking that exceeds the amount of time they’re permitted to book. Previously we only alerted users to these issues after they had begun to fill out the registration form; now, we’ll alert issues as soon as they attempt to select timeslots that exceed what a person can reserve in a single booking, before they reach the registration form.
  • We’ve fixed a bug that prevented selecting “User Showed Up” when a space reservation spanned days.

Additional MyScheduler Updates

  • We’ve made a number of accessibility improvements to the public MyScheduler Appointments page, so it’s easier for users with assistive devices to navigate the page and know that something has changed when they select a librarian, date, and time.
  • We’ve fixed a bug with MyScheduler Appointment Categories that contained padding – previously, patron email confirmations weren’t taking this padding into account, but now they do.

And speaking of MyScheduler, we are working on a major overhaul and tons of new MyScheduler functionality in the next couple of months. If you have ideas or suggestions about what you’d like to see in MyScheduler, please let our support crew know and they will relay the message to the LibCal product team.

LibStaffer 2.6 Update Coming Soon!

Continuing with our bevy of updates, the LibStaffer 2.6 update will be rolled out to all regions by end of day Thursday, March 15th. This update brings:

  • LibCal/LibStaffer Integration
  • Split Shift Feature
  • Expanded Working Hours
  • App Performance Improvements
  • Additional Quality of Life Improvements

Want to see these new features in action? Join us Thursday, March 22nd at 12:30pm ET for our Brunch & Learn series!

LibCal/LibStaffer Integration

Don’t you love it when the tools you use every day talk to each other seamlessly? Us too, which is why we’re thrilled to introduce the new LibCal/LibStaffer integration. With this release, you can now sync your “busy” times – ie times when you’re scheduled for a shift in LibStaffer, and/or times when you have an appointment booked via MyScheduler – between the two platforms, so scheduling conflicts are prevented from the get-go! Here’s how it works:

In LibStaffer: To bring your busy MyScheduler times from LibCal into LibStaffer, head to Edit My Account > Enable LibCal MyScheduler Sync. Once enabled, any appointments that are booked with you via MyScheduler will be reflected in LibStaffer, so admins will be alerted to the existing appointment as they assign staff to shifts, and the auto-scheduler will not assign you to shifts that occur at that same time.

In Libcal: To bring your scheduled shifts from LibStaffer into MyScheduler, in Libcal, head to MyScheduler > Appointment Scheduler Settings > Enable LibStaffer Shift Sync. Once enabled, your assigned shifts from LibStaffer will automatically block out your availability in MyScheduler, so patrons can’t book time with you when you’re scheduled for a shift. Your assigned shifts will also display as “Busy” in your MyScheduler availability grid on the admin side, similar to “Busy in Outlook” or “Busy in Google Calendar”.

Split Shifts

Huge news for folks who’d like to allow staff members to give up or swap a portion of an assigned shift – we’re adding a new schedule-level setting to “split” an assigned shift into 2 shifts. Now, instead of needing to give up or swap that entire shift, a staff member can split their shift in two, so they can give up or swap just the portion that needs coverage. On the admin side, the shift will then be represented as 2 separate blocks in the schedule, so it’s easy to keep track of who’s working which portion of the shift. To enable this setting for your schedules, head to Admin > Schedule Settings > Modify Schedule > Allow Staff to Split Shifts.

Expanded Working Hours

Working hours are what allow your staff members to input their own availability time into LibStaffer, so ex you’re available to work between 9am-12pm and then again from 1pm-5pm. Previously, we’ve capped working hours at 2 “blocks”, but we’ve heard your feedback that this can be too restrictive. In this release we’re expanding working hours to support up to 5 blocks, to give your staff the flexibility to define the hours that are right for them. To edit your working hours, head to Edit Account > Manage Working Hours.

App Performance Improvements

We’ve been hard at work on LibStaffer’s performance behind the scenes, and in this release we’re implementing a number of improvements designed to ensure LibStaffer is responsive and snappy, even in the largest systems.

Additional Quality of Life Updates

More protections when deleting/clearing shifts – We’ve updated the delete/clear shift modal windows, so it’s more clear exactly what will change once the delete action occurs. Now, when you choose to delete or clear a shift, we’ll display a full list of all of the impacted shifts and shift assignments for you to review before fully committing to the action.

Mobile Optimization for the Dashboard – We’ve also updated the tables in the LibStaffer Dashboard, so users logging in with a mobile device can view their upcoming shift assignments and claim/swap shifts with ease.

LibCal 2.14 Release Coming Soon!

The LibCal 2.14 release is coming to all server regions by end of day Thursday, March 15th, 2018. This release brings possibly the most important/biggest new features in the past 12 months. To wit:

  • System-wide Categories for Event Calendars, including 2-level deep category structure
  • Age/Audience filter when browsing/searching for Events
  • Revamped Calendar & Event Statistics with loads of useful indicators
  • Improved Spaces & Equipment Statistics with updated occupancy ratios, and more
  • Fully accessible version of Spaces bookings page
  • Qualify-of-life improvements throughout the system

Want to see these new features in action? Join us Thursday, March 22nd at 12:30pm ET for our Brunch & Learn series!

System-wide Categories for Calendars & 2-level Deep Structure

Now you can define Categories on the system level and make them apply to every Calendar you define. With these System-wide categories you can also run category statistics for events spanning multiple calendars. Head to Admin > Calendars > Categories to define the list of system-wide categories. On the statistics reports, the system-wide category statistics will collect event stats across all relevant calendars. Tres cool and incredibly useful!

2-level Categories – For example, you can now create a top-level category for “Languages” with sub-categories for “French”, “Spanish”, “Italian”, etc. In the public UI, system-wide categories are seamlessly integrated with your existing categories, so patrons can target exactly the events they’d like to attend, across all calendars in your system. And of course, these new categories can be used to filter data in the new Calendar & Event Statistics mentioned above, so you can view information on total number of events and event registrations by category, in one calendar or across all calendars in your system.

Age/Audience Calendar Filters

In addition to our new 2 level categories, we’re also adding a new system-wide Age/Audience category, to help target your events for a particular age group or audience (like children vs teens vs adults, or faculty vs first-year students vs all students, etc). Age/Audience categories can be applied to events in public calendars across your site, and are also included as part of the stats update, so you can filter statistics on total events and event registrations for a particular Age/Audience category.

Please Note: If you’ve previously customized your calendar and event templates, you’ll need to update your customized template to include the new Age/Audience filters and tags, or they won’t display on the public side of the system. To do this, head to Calendar > Settings > Display Options > Public Calendar Settings and add the following code in the template where you’d like the Audience tag/filter to appear (or just click “Restore Default Template”):

Event Listing/Search Results Template:

{{#audiences.0}} <dt>Audience:</dt> <dd>{{#audiences}} <span class=”label” style=”background-color:{{color}}”> <a href=”{{calendar_url}}&t=d&cal%5B%5D={{calendar_id}}&audience%5B%5D={{id}}”>{{name}}</a> </span>   {{/audiences}} </dd> {{/audiences.0}}

Monthly Calendar Template:

{{#audiences.0}} <dt>Audience</dt> <dd>{{#audiences}}<span class=’label’ style=’background-color:{{color}}’>{{name}}</span> {{/audiences}}</dd> {{/audiences.0}}

Revamped Calendar & Event Statistics

We’ve completely revamped the event and calendar statistics areas and added new reports and additional charts and tables to give you an in-depth view of your event attendance, registrations, and interest levels. There are extensive charts and graphs to display things like number of events per month, by day of the week, and by hour of the day, as well as event registrations per month, by day of the week, and by hour of the day, etc. We’ve also added distribution data for site-wide data points, including things like Category, Audience, and Campus/location distribution, so you can see high level information about all of your events at a glance. We’re also including robust filters as part of these new stats pages, so you can drill down and view the above statistics by date range, or for a specific category, audience, campus, presenter, etc. To check out the all new stats once the update goes live, head to Stats > Calendars & Events.

Improved Equipment & Spaces Statistics

We’ve retooled the statistics for Equipment and Spaces, making them easier to navigate and adding new reports to boot. We’ve expanded reporting for Occupancy statistics (Spaces) and Availability statistics (Equipment), to give the full picture of resource usage vs availability – and even better, these are no longer limited to just the past 2 weeks of data, so you can view Occupancy and Availability statistics for any date range. To check out the new stats, head to Stats > Equipment/Spaces.

Other Improvements/New Features

Updated Equipment/Space Booking Forms – We’re updating the way in which we handle creating an equipment or space booking form. We realized that the previous priority ranking-based method of question ordering caused a fair bit of cognitive overload to determine the order of questions. So we’ve simplified things – we’ve removed the notion of priority ranking and moved toward a more GUI approach, so the order of questions is determined by the order they appear on the edit booking form page. We still support adding questions that should be shown only if a particular item or space is booked (like ex, if someone reserves the proton laser, then include the question “Have you been trained on how to use the proton laser?”), but these will now display in a more defined order, ie we’ll show location level questions first, then questions associated with the category, then questions associated with an item or space.

Accessible Version of Spaces page – For users navigating your site using screen readers, navigating the graphic interface of the availability grid can present a challenge. To help make things easier, we’ve added a new accessible-friendly version of the Spaces availability page, so users can book a space without needing to navigate through each cell in the availability grid to determine what’s available. Users accessing your site with a screenreader will see a link displayed at the top of the page for an Alternate Page for Screenreader Users. This page will present your space availability in a format that’s easier to navigate – instead of the availability grid, the patron will see a series of dropdown filters and then a list view of available times

Updated Hours Management for Equipment/Spaces – We’ve updated the Location level hours page, to make the process of assigning custom hours (aka hours that differ from the overall Location level hours) more streamlined, so all hours within a Location can be managed from one place. To see this in action, head to Admin > Equipment and Spaces > Manage Hours.

Smarter caching for the hours module – Now, if you edit the hours for a library or department, those changes will be reflected in the hours widgets right away, instead of needing to wait for the cache to expire.

Upcoming Events Widgets: Events will now expire/disappear from upcoming events widgets based on the time that the event ends, instead of at the event start time

Preview for Events in Draft Mode, so you can view what an event page will look like prior to fully publishing the event. To view the event preview, head to Calendars > Click the event to bring up the event modal > Select the eye icon.

Brand New Season, Brand New LibGuides Features

We are excited to bring you some big new LibGuides features by the end of this week, just in time for Spring (or Fall, depending on where you are!), including the ability to put your entire site behind your Single Sign-On system with LibAuth authentication, search-and-replace for E-Reserves Items, and a bevy of other fixes.

Read on!

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Full SSO for Your Guides with LibAuth

Coming this week is the ability to place more public LibGuides pages behind your SSO with LibAuth, whether it’s a single guide, a restricted group of guides (LibGuides CMS only) or your entiresite. We’ve got you covered whether you are required to hide your entire site from the open web, would like to provide access to a group of guides to your campus, or make a single guide available just to one constituent group.

You can set up a LibAuth connection using any of the supported configurations: SAML/Shibboleth/ADFS, CAS, LDAP, SIP2, your own hosted script, or either the InCommon or UK Federation. Securing a guide, group, or site is done in two steps:

  • Set up and test your LibAuth configuration in LibApps at Admin > LibAuth Authentication
  • Set up the desired restriction in LibGuides at Admin > System Settings > Access Restrictions > LibAuth Authentication Rules

Let’s Encrypt Automation

We’ve written a lot lately about site security, and this post is no exception. Coming this week is automation for the installation of Let’s Encrypt certificates for LibCal and LibAnswers sites. Need a secure site but can’t really shell out for a custom security certificate? We got you! Just change your custom domain’s DNS to point to the correct secure endpoint, and we’ll do the rest.

For more in depth information about Let’s Encrypt, read this blog post.

Filters for Non-Database Assets

We’ve updated the Assets page with new filters so that you can search your growing repository with ease! Search not only by type, but owner, subject, URL, and even for code contained in your Media/Widget content. Want to know how many YouTube widgets you have? No problem! Want to see the vast array of Animal Husbandry resources you have? A cinch! Just go to Content > Assets and search to your heart’s content.

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Profile Box: Random Settings!

Are you one of those folks that used the rotating box code to show off a selection of your guide owners in LibGuides v1? Well now you can do that in LibGuides v2! After adding a profile box to your guide, you can set it to display a random profile each time the page is loaded. You’ll see two options: one will display a random profile selected from all profiles in your system, Admins, Regular, Editors, and Contributors; the other will choose only from profiles that own published guides.

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E-Reserves Items Search & Replace

We have added E-Reserves items to the Search & Replace tool. If you’ve discovered that a title was recorded incorrectly and you’ve re-used the item in every. single. English. course. for the semester, you can save a slew of clicks by using S&R.

It works like the other S&R tools: you can search for E-Reserve item name, description, URL, and the fields that are particular to the various E-Reserves Item types, like Article Title and DOI. Head over to Tools > Search & Replace to get started.

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Smaller Features and Fixes

We are also including a bunch of smaller features and fixes that we’re sure you’ll love!

  • Gallery boxes added as custom boxes to E-Reserves course pages display properly.
  • If you uncheck “use this image in my guide” while uploading a new image to Image Manager, the Upload New Image button persists after upload.
  • The mSite builder “site visited” cookie is now 2 minutes instead of 2 hours.
  • We fixed the ability to add an IP restriction from inside a guide as well as from Group settings.
  • We added missing content types to the Add Content Item dialog on the Content > Assets page.
  • Editor account levels are now able to delete rich text content items on guides they edit.
  • In Tools > Data Exports > XML, the Download icon is not available until the file is ready to be downloaded.
  • Links to guides submitted via publishing workflow are no longer relative.
  • An error in the search sources was fixed, allowing EBSCO Discovery Service contents to be retrieved.
  • We removed the outdated “scheme” attribute from meta tags.
  • We changed the way that guide titles sort, so that whole and decimal numbers are sorted properly.
  • We added the URL to the export for non-database assets.
  • We changed the text for the unsubscribe links in blog post emails to be more accessible.

Some Impending LibGuides Updates to Warm your January!

We’ve been kindling the fires of Midwinter (will we see you there??) up here at Springy HQ by coding up some great winter features you can use to spruce up your LibGuides. Just for funsies, we’re throwing in an update to LibAuth configurations, too. 🙂 These features will be live in all regions within a few days. Check ‘em out:

LibAuth supports uploading authorized values

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Click to Enlarge

If you use LibAuth groups, you now have a couple of ways to automate the population of the Allowed Values field for your group attributes. Head over to LibApps > Admin > LibAuth Authentication and click the edit button for your LibAuth configuration. You can either upload a CSV file containing your Allowed Values, or you can specify a URL from which we can fetch the Allowed Values, which we’ll do nightly. What does this feature do for you? You might have a group of rooms in LibCal that are only bookable by current students from a certain college, or by patrons who meet certain requirements. Use this field to let LibAuth know which people are allowed to book.

Additional customizable language keys

All of the below have been added to Admin > Look & Feel > Language Options > Language Customization. Don’t see one of these for your language? Kindly shoot us an email, and we’ll add it for you. Please include a translated phrase in your language that is as close to the English original as is possible. You can customize it further in your system if desired.

Interested in contributing translations for the public side of LibGuides in a language that’s not currently available? We’d love your help!

  • Screenshot of the AZ list

    Click to enlarge

    Key 373 is the phrase “Alt. Names/Keywords” that is used for that field in your A-Z Databases list. When you change this key, the changes will be visible on the public and admin side, for consistency.

  • Key 375 is the label “Popular” that appears next to Database assets that you’ve designated as such.
  • Key 387 is the text of the tooltip that appears when you hover over the website/blog icon in a profile box.
  • Key 376 is the word “for” in Database search results.
  • Key 275 is the word “All” that appears at the beginning of the alphabetical browse listing on your A-Z Databases page.
  • Key 123 is the phrase “Last updated” that appears when you hover over a guide’s last updated date on your system homepage.
  • Key 380 is the button text that appears next to the guide sort options on your system homepage guides list.
  • Keys 362 and 365 pertain to the Courses tab on Subject pages and apply only if you have the E-Reserves module.
  • Keys 100, 376, and 322 pertain to information shown on system search results screens in Bento Box format.
  • E-Reserves item modals now correctly display your customized language when you view an individual e-reserves item.

API response changes (LibGuides CMS only)

We’ve made some small changes to the v1.2 API used for creating and updating database assets. If you’re using these API calls, you’ll now be warned if it contains errors. If your API call is successful, we’ll let you know which fields were updated. For more information, please see the documentation for each API call in LibGuides > Tools > API > v1.2. Here is a sample successful call showing all the fields that were updated. Please note that GET requests for A-Z assets were not changed.

Screenshot of API response

E-Reserves updates!

  • When you have item search turned on, “Documents” becomes the default tab.
  • When you do a search but then click to another section of E-Reserves, your search terms are cleared, and you are presented with the entire list of available items.
  • When an item appears in more than one course, its name is spelled out in search results, rather than the phrase “View Item.”
  • In E-Reserves > Settings, you can specify whether the proxy setting is on when creating new items.
  • When adding a new E-Reserves item, required fields are marked with a red asterisk.

Other small updates

  • Email notifications sent to subscribers of your blogs will contain the blog name in the subject line.
  • We replaced the orange “loading dots” with ones that move at an accessible refresh rate.
  • If your custom SSL certificate is expiring in under 60 days, we will email you. We will email you again 7 days before it expires, if you have not renewed it. Please note that this email is sent to the person who uploaded the certificate files.

Things we fixed

  • Sites with guide titles using CJK characters display correctly when displayed in an LMS via the LTI tool.
  • Regular-level users can edit database assets that they own.
  • You can add a book to a blog post by just pasting its ISBN into the Add Book dialog.
  • When you check “Show entire post” for a blog widget, the “Show Images” checkbox works properly.
  • When you add a Database asset to a guide, the Description Display preference is preserved, unless you choose a different option.
  • When you go to a specific page in our support site and log in, you’re taken to the proper page instead of the support site home page.
  • We optimized the query behind the LTI Instances page; it’s super, super fast!
  • We fixed the “Filter by Owner” menu on the A-Z list so that it includes everyone.
  • The number of profiles listed on the profiles page matches the number of profiles displayed.

LibCal 2.13 Release Coming Soon!

New LibCal Spaces User Interface

The LibCal 2.13 release is on its way, and will be live in all regions by end of the day Wednesday, January 31st (so if you don’t see the changes in your system yet, you will soon).

We’re bringing you a host of quality-of-life improvements to Equipment and Spaces, Exchange two-way sync, gCal sync, and several other improvements, too.

Read on for all the details…

Equipment and Spaces Quality of Life Improvements

We’ve improved the Equipment and Spaces screens to make pages easier to navigate and understand. More on-screen help, reduced clutter and improved navigation – these are the major themes that will make managing your equipment and spaces easier than ever. You’ll see the changes when you go to Space or Equipment links from the orange command bar. Here’s the rundown of the big changes:

Equpment Page Screenshot

 

  • Location and Category Selections “Stick” Between Tabs – We’ve moved the Location and Category selectors up into the header area of the Equipment and Spaces pages so the selections “stick” as you navigate between tabs. You’ll no longer have to select your location/category every time you switch to a different tab!
  • Streamlined Availability Tab – Cleaner look of the Availability tab for bookings makes it easier to see the existing bookings and create new ones, from this admin screen. The availability grid is now the focus of the page. The Booking Details area is also updated making it easier to view the details of the upcoming reservation(s).
  • Simplified Look for Check In / Out – We reduced the number of icons (yeah, we went a bit crazy with the icons in the past – they were so cute, we couldn’t resist!). But, they created a lot of visual noise so we streamlined all relevant tabs and tables for a cleaner presentation of the information. Some (necessary) icons are still there but many were replaced with hotlinks on relevant info.
  • Improved Onscreen Help – In the past, we overdid it with the icons but under-did it with on-screen help and instructions. This balance is changing and it’s a good thing for you, our user. We added relevant on-screen help and labels to help you figure out how to get things done quickly and efficiently on Equipment and Spaces screens.

 

GCal and Exchange Sync for Spaces

Smaller news first – in the old Room Bookings module (now replaced with Spaces) there was 1-way GCal sync but we somehow missed porting this to Spaces. This has now been fixed to achieve true parity between Spaces and old Room Bookings, i.e. Spaces now has GCal sync so now you can see all Spaces reservations in your GCal calendars.

Now the big news… Picture this – a 2-way sync between Exchange calendars and LibCal spaces – so reservations you make via Exchange will automatically block off availability in the Spaces module, and reservations made via Spaces are automatically pushed to Exchange!  Yup, we went there! This is a huge win for libraries with spaces that can be reserved both by the public (via LibCal) and by staff (via meeting requests in Exchange) – our new integration will keep your reservations in sync, no matter where a booking request originates. And your LibCal platform will become a go-to place to get awesome statistics on the usage of your spaces and equipment, no matter where the reservations are made. High-five for this big win!

Here’s another really cool thing about the Exchange support – it will make it even easier to integrate with touchscreen panels. LibCal Spaces offers full read/write APIs for integration with these types of panels, and many of these panels already support integration with Exchange – which means you can potentially integrate LibCal Spaces with these types of panels, without custom coding. This new integration means that availability stays synchronized across all possible booking points, with minimal setup effort – totally amazing!!

For this 2-way Exchange we are releasing the code to everyone but not enabling it on all systems yet – if you’d like to assist us with the final stages of testing Exchange integration (because we want to make sure we cover all different Exchange versions/scenarios) please emails us at support@springshare.com. Once we are confident that Exchange sync is working for these early testers, we’ll release it for everyone i.e. every LibCal system will have 2-way Exchange sync enabled.

Additional Updates

  • New “All Locations” View for Spaces – We’ve added a new “All Locations” view for Spaces, so patrons can browse availability at all locations in your LibCal system at a glance. To see it in action, head to the public Spaces booking page and select Location: All Locations.
  • Mediated Bookings by LibCal Users set to Confirmed: We heard from several folks that, when librarians (ie LibCal account holders) make a reservation for a mediated space/item, those reservations shouldn’t need to be approved. We’ve made this change, so now when a logged-in user reserves a space/equipment, those requests will be confirmed automatically.
  • Event Search for Logged In Users – We addressed an issue with searching for events from the Edit Calendar screen (accessed via Calendar Tab > Edit Calendar) – this should now work as expected.
  • Clarified Multi-user Registrations – We’ve improved registration management for sites that allow multiple registrations in a single form (so dad can register himself plus two children for storytime, without filling out multiple forms). Now, these multiple registrations are displayed individually on the Manage Registrations tab, and editing/deleting an individual registration doesn’t automatically edit/delete all associated registrations, so you can manage those registrations individually.

LibGuides Update: E-Reserves Item Search, Patron Login with LibAuth, LibAuth Setup Wizard, and a Ton More Updates!

E-Reserves Search

Check out this giant present for your holiday celebrations!

Or if you’re not into December holidays, Happy 2018 from Springy to you! 🙂

There are a ton of new features for you to explore in LibGuides this month.

Log into LibApps patron accounts with LibAuth

If you head over to LibApps > Admin > Manage Patron accounts = and if you see accounts listed there, those users can now sign into Discussion Boards and Blog Comments using your local authentication layer (LDAP, CAS, AD, etc.).  If you don’t see any accounts listed there, good news, you can batch import! This way, your users can actively participate and comment in your LibGuides system using their trusted and known local authentication layer and without having to remember yet another login. Here’s how to set it up:

  1. Go to LibApps > Admin > Manage Patron Accounts to create accounts via import, or to LibApps > Admin > Manage Patron Accounts > Settings to enable self-registration.
  2. Set up your LibAuth configuration.
  3. Be sure to set the “Allow logging into LibApps using this authentication?” option at the bottom of the screen to “Yes.”

LibAuth Setup Wizard

If your institution is a member of the InCommon Federation or UK Federation, you can now set up a LibAuth connection in just a few clicks. Just choose your institution name from the setup drop-down, and we’ll create a configuration for you, pasting in your metadata URL and filling in machine-readable attributes. If you’re not a member of either federation, or you wish to use a different protocol outside federation setup, no problem! Just choose to set up a configuration manually. We continue to support SAML / Shibboleth / ADFS, CAS, SIP2, LDAP, and a self-hosted script of your own creation.

Let’s Encrypt support

We are pleased to announce support for free Let’s Encrypt SSL certificates. Similar to the certificates that we manage for Springy domains (e.g., libguides.com), these short-term certificates for your LibGuides domains will be installed and renewed by us at no cost or bother to you. Simply change your site’s domain to your desired custom domain, and we’ll do the rest!

Already have a custom domain? No problem! We’ll be requesting and installing Let’s Encrypt certificates for LibGuides custom domains  in the coming weeks. If you prefer to upload your own SSL certificate, you can still do that, no problem! Sites that have already uploaded their own certificates will not be changed, although you are welcome to switch from your own certificate to Let’s Encrypt. Please contact support to get started: support@springshare.com.

Let’s Encrypt certificates are currently only available for LibGuides sites with custom domains but will be coming to LibAnswers and LibCal custom domain sites in the near future.

As always, we manage the SSL certificates for your LibWizard, LibStaffer, and LibInsight sites.

E-Reserves item search

Now you can provide a deeper search of your e-reserves content! Go into E-Reserves > Settings > Search and enable item search to see new tabbed search results on your E-Reserves pages that includes all E-Reserves items. Search results include courses like they always have, but item search retrieves documents that are not assigned to a course as well as those that are. Visibility dates and access rules (passwords) for courses and items are also enforced.  The new enhanced display also shows you which Subjects courses are assigned to.

If you don’t want item level search, just head to E-Reserves > Settings > Search to disable the item level search.

Screenshot of e-reserves item search results

E-Reserves page URLs are “savable”

Want to send a link to your e-reserves courses by Instructor? By Subject? Now you can! Any URL that you navigate to on your public e-reserves pages is now savable and shareable. Bonus: this extends to search results, too! You can create a search retrieving exactly the desired subset of courses and documents and forward that on to the appropriate audience. Pssst, we heard you! We’ll be making this change for the LibGuides system and group home pages in a release coming up in a few short weeks.

AZ fixes and features

There are two new filters on the A-Z Databases management page: Asset Owner and Last Updated date. Use these to search for a subset of databases maintained by a certain person, or to make sure that updates have been done timely.

Screenshot of new filters on the AZ management page

Additional AZ Fixes and Features

  • Login credential updates save correctly
  • Column filters on AZ settings page work correctly
  • Counts of popular databases are correct on the Analyze Holdings page
  • Internal notes with quotation marks save correctly

Accessibility fixes

  • Added missing labels on public blog pages
  • Reference to non-existant imagemap removed
  • ALT text for Books from the Catalog

…and Even More Small Fixes!

  • Added a link back to domains page from certificate upload page
  • Image manager: replacing an image with a new image works correctly
  • Databases without a URL show properly as plain text in a guide
  • Guide Blog page RSS feed works if your site is forced to HTTPS
  • Accounts page: account type filter works correctly
  • Search:
    • EBSCO Discovery Service search results pagination works correctly
    • Punctuation inEBSCO Discovery Service search results works correctly
  • The default template for individual subject page is editable when E-Reserves module is enabled
  • Link checker
    • Exclusion list URLs with special characters filter correctly
    • All proxied assets are skipped
  • Blog widgets: new option to display post dates
  • Blog widgets display correctly for posts with more than one subject
  • Statistics: Content Summary visible when E-Reserves module is disabled
  • Updating single database asset with the API works correctly

And last but not least: we disabled the “Create Guide” button after you click on it once, so that it’s no longer possible to accidentally create more than one guide. 🙂

 

LibCal 2.12 – Hours Module Improvements and More now Live!

LibCal Hours Exceptions System-wide

We’ve been busy beavers here at Springy HQ, and we have several fun new features to share!

We’re making the hours module easier to manage and rolling out several great quality of life features, just in time for the holidays!

Hours Module Improvements

  • New Daily Hours Widget – We’ve added a new widget to the hours module to make sharing your open hours a breeze! The new Daily Hours Widget displays your library’s hours in a simple grid, and includes quick links to jump to the next day’s hours. To check out the new widget, head to Admin > Hours > Widgets > Daily Hours.
  • Universal Exceptions – We know how time consuming it can be to enter exceptions for each library and department that you manage in the Hours Module, so we’re making things easier! Now, when you create an exception for one department/library, you can choose to apply that exception either to all departments within a library, or all libraries and departments – no more duplication! Head to Admin > Hours > Exceptions and look for the new “Copy To” option.
  • Copy Hours Template – Another improvement aimed at simplifying hours management, you’ll now see an option to Copy Hours Template, instead of creating each hours template from scratch. This should make life much easier when you just have minor modifications to make to an existing template. Head to Admin > Hours > Weekly Templates to see the new option.

New in Equipment and Spaces

  • Email Digest for Mediated Bookings – We’ve added a new email digest to alert you when there are pending Equipment or Space reservations that are waiting on mediation. These emails are a “digest” of all pending requests, and are sent once an hour to all named mediators, ie those with approve/deny rights. Even better, we’re also including quick approve/deny links right in the email text, so mediators can approve/deny these requests right from their inbox! It’s a super handy way to make managing mediated Equipment & Space bookings a snap.
  • Email Notification for Admin Cancelled Bookings – If for some reason you need to cancel a patron’s existing equipment or space reservation, you’ll now see an option to send an email alert to that patron and alert them of the change.
  • Setting: User Must Cancel By: We’ve added a setting in Spaces to control when a user must give up their reservation. This is particularly handy if you have cagey students who try to get around any booking limits you may have in place by canceling their booking just before it’s set to end. To enable this setting, head to Edit Space Category > Booking Limits.
  • Setting: Limit to X number of reservations at one time –  We’ve also added a new limiter to control how many reservations a user can have at one time. This works similarly to our existing limiters but isn’t limited by time – so instead of only being able to have x number of reservations in a week, they can only have x number of upcoming registrations at one time. For your patron, this means that as soon as an existing reservation ends, they’ll then be able to create a new reservation. To enable this setting, head to Edit Space Category > Booking Limits.

Additional Improvements

  • Optimized Explorer Pages – We discovered that running reports in the Spaces and Event Explorers could take a very long time to load, so we optimized things – now running reports in the Explorer pages should be zippy!
  • Time Pickers Default to Hour-on-the-Hour – We’ve updated all of the time pickers throughout the system to default to hours on the hour. Ex say your event starts at 3pm, and you’re creating the event at 2:14pm – previously when you clicked on “3” in the time picker, the start time was entered as 3:14pm, and you had to go back and click “00” to get the event started on the hour. Now when you select a time, we’ll default to each hour on the hour, so you won’t need to explicitly click “00” to have an event start on the hour.
  • Export all Event Registration Info – For you data lovers out there, you can now export all event registration info for multiple events at one time! To see this in action, head to any Calendar’s Event Explorer page; limit your search to a specific booking form and make sure “Show Registration Responses” is set to Yes, then run the report and select Export. The resulting excel file will include registration info for each event registrant, including booking form responses!