Archive for New Features

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.

LibAnswers 2.15 Update – Redesigned Chat Widgets!

You read that right, the latest LibAnswers release includes redesigned chat widgets for your patrons, a few awesome operator side updates, and a brand new widget type, to boot! You do not need to make any changes to your existing LibAnswers widgets to take advantage of the redesign. All of your widgets have automatically been updated / settings transferred, so they now display the new layout. There are two reasons you might want to edit your widgets:

  1. Take advantage of the new functionality (outlined further below), like asking for contact info or sending a LibCal My Scheduler link.
  2. If you had added Custom CSS to a widget, you’ll need to edit that widget and redo the CSS. All class names changed in the new widgets, so CSS changes need to be redone. Until you do this, your widgets should just have the default look.
    How do you know? Edit a widget in LibAnswers > LibChat > LibChat Widgets and check out the Custom CSS box. If there’s something there, you’ll want to check out the new version and redo customizations.

And with that out of the way, let’s get into more details! We’ll start with operator side changes, so you can see them in action in the widgets later. 🙂

Operator Updates / Additional Widget Options:

When you log into your LibAnswers system, you’ll see the LibChat / Stand-by Alerts area at the top looks a bit different. We redesigned this area to make it a little clearer what was happening there. LibChat is Online / Offline: see whether or not anyone in your system is online with LibChat. LibChat: You are Online / Offline: for your account, specifically; sign in or go to the LibChat dashboard, depending on your status. Stand-by Alerts toggles stand-by alert notifications on / off.

LibAnswers Dashboard - Statuses

Did you notice the profile picture there? Set a profile pic for yourself or for a LibChat Department for use with the new widgets! Click your email address in the upper right hand corner to choose your LibApps profile pic or a generic profile pic. Edit a Department (Admin > LibChat Set-up) to set a profile pic for a department. Department profile pics are used with proactive chat, in the initial proactive window. Individual profile pics are used within the chat itself.

Have you ever been logged in at one location, then moved locations, realized you forgot to log out of LibChat, and needed to log in again? Well, now you can easily log yourself out of other locations! If you’re logged in at one location and then log in again at a new location, the error page offers an option to log other locations out of LibChat.

New chat options / widget:

  • Contact Info: Make patron follow up easy by requesting contact info (email / SMS number) right on the widget login screen or anytime during the chat.
    • On the Create / Edit Widget page, look for the “Prompt for contact info” option in the “Before the Chat” section.
    • Once selected, configure additional options: Contact Request Message (message sent during a chat) and Require contact info at start (of chat).
    • LibChat: Operator - NewOptionsWhile chatting with a patron, you can use the i icon at the top of the chat box to see if they submitted their contact info. If they didn’t, use the address card icon at the top of the chat box to request it! If you don’t prompt for name, contact, etc., before a chat begins, it will also request those fields, including custom questions.
  • Follow Up Message: New setting for the message sent if patron is inadvertently disconnected (internet connection trouble, etc.) or if they get the delayed claim message, allowing them to submit a ticket for follow up.
  • Ratings & Comments Additions: Users can now check a box to email themselves a transcript or request to be contacted for follow up right in the Ratings & Comments area! If they have not already entered contact info (email / SMS), they’ll be prompted to do so. Modify the labels on these checkboxes by clicking on that area in the widget builder preview.
  • LibCal My Scheduler: Send your patrons a link to your My Scheduler page right in your chat!
    • Update your LibAnswers profile (click your email address in the top right corner) to define your personal & system level My Scheduler URLs.
    • Also (optionally) included as a button in the proactive chat / offline chat messages. Use the widget settings to set a group / personal My Scheduler as the button link.
  • LibChat Floating ButtonsFloating Widget: A new widget type that puts a chat icon at the bottom-right of your webpage. When clicked, the widget opens to full screen height, maximizing available chat space. This widget can be minimized / maximized without losing the chat, which is especially great for mobile devices, if the patron wants to see the page behind the chat again. Like other chats, it can also be popped out into its own window, so the patron can take the chat with them.

Widget Updates

Here we are – the patron-side updates! The entire look of the widgets has changed, from top to bottom.
LibChat Floating Widget

  • Left/right side messaging, so it’s easier to follow the conversation with a familiar text-message-like layout.
  • As mentioned, profile image inclusion, to create a stronger connection with your patrons.
  • Buttons for overall widget actions, like sound, are at the top and message related actions, like file attachments, are at the bottom.
  • Feedback is integrated into the end of the chat vs. taking over the window. It also includes the option to email a transcript, so patrons don’t have to click the icon separately at the end of a chat.
  • Patrons can elect to be contacted for follow up, if that’s been enabled for the widget. Their message is submitted as a ticket in LibAnswers, which provides notifications to you however you have that set up (email, LibChat, etc.).
  • As mentioned above, if a patron happens to get disconnected, they’re able to enter their contact info and submit a ticket to the system for follow up.
  • Once a chat has ended, the x (end chat) icon changes to a reload icon, allowing the patron to start a new chat, if they wish.

We also included a helpful little fix in the mix:

  • LibChat statistics export now correctly shows the total number of chats (vs. 0). You know you chatted, LibAnswers knows you chatted, the stats show you chatted…and now the total number in the export has fallen in line to show you just how much.

We hope you enjoy these LibChat updates as much as we do! <3 🙂

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 LibCal updates!

Summer’s here, and with that comes events you want to share. We’ve added some new ways to show off your calendar events!

Social Media Sharing

You can now post your new events to Facebook and Twitter! In your calendar settings, there’s a new “social media” setting.

social media menu location

You can use any social media account you’ve set up in your LibApps dashboard, and even create templates for your posts.

social media sharing settings

Don’t want to share every event you make on a calendar? No problem, because this is something you can choose to do per-event. Don’t want to use the template you’ve made for a single event, or need to share a single event on Facebook but not Twitter? It’s all controllable when you’re making a new event.

Better Search for Repeating Events

Your calendar search can now show more relevant results when your users are looking for repeating events.

  • Go to calendar settings>display options>public calendar page, and choose the reset to default template button to add this to your search results.
  • If you’ve got an event search on your LibCal homepage, head to admin>look and feel>homepage editor and edit any event searches you have. Again, choose the reset to default template button!
  • If you’ve customized the homepage or calendar templates, that’s ok too- use the support tab and ask for the new keyword info, and we’ll send the details to you.

show more dates link

Now your recurring events will have a “show more dates” link which reveals the next 15 times that event appears.

Language Options for Equipment and Spaces!

You can now customize the default text for your equipment booking or for your spaces, or both! Head over to admin>system settings>language options to get started. We’ve also got info on where every piece of text can be found to make it easier for you to customize.

 

Additional Fixes and Features

  • You can now add internal notes to space bookings, and mark if a user showed up to their booking.
  • Individual categories within a location can now have their own terms and conditions as well as descriptions.
  • Individual categories can now use their own partial email templates, which are inserted into the location’s emails. Email templates now display a preview of emails they’ll send.
  • My Scheduler users can now override their own free/busy settings when scheduling appointments.
  • We’ve revamped the equipment overdues tab to make it easily sortable with more useful filters.
  • You can now print a space’s bookings using the print option:
    space print button
    We’ve also added a kiosk view to the print page:
    kiosk mode button

    This button will give you a link to today’s bookings, which you can use for your room signage.

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!

LibAnswers 2.14 Update Now Live!

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

Custom Email Alerts

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

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

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

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

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

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

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

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

Virus Scanning for File Attachments

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

Coming Soon: Chat Updates

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

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

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

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

Adding Database-Level Statistics

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

Find a sample DB1 for download on the Record Data Screen

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

Choose DB1 to retrieve this report via SUSHI

Analyzing per-database data

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

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

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

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

LibInsight Database Level Statistics

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

Expanded and Easily-Discoverable Platform Information

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

LibInsight Platforms List

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

LibInsight Add New Platform page

New Cost Data Options

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

LibInsight Add New Invoice Screen

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

More Dashboard Time Period Options

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

LibInsight Dashboard time period options

Additional Features

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

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

We also had a few bugs to banish:

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

LibCal 2.7.0 Now Live!

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

Room Booking -> Spaces Migration

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

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

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

New in Equipment Booking

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

New in Spaces

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

New in Calendars & Events

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

New in MyScheduler

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

LibStaffer 2.3 Now Live!

We have a small LibStaffer update to share this morning, that’s packed with nice to have improvements! From preventing back to back shift scheduling to improved communication via notes and emails, to the new inactive account level, there are lots of little goodies to love!

Prevent Back to Back Shift Scheduling

Are your staff feeling overworked and tired of working shifts back to back? Then we’ve got great news – we’ve added a new setting in the Auto Scheduler to prevent staff from being scheduled for back to back shifts! Plus, we’ve added an optional “grace period” to help avoid shifts that aren’t technically back to back, but that start/end fairly close to each other. For example, if a staff member is assigned to a shift from 9-10am, and you assign a one hour grace period, that staff member won’t be assigned to another shift until after 11am. You’ll find this new setting built into the Auto Scheduler screen.

Inactive Account Level

This feature will be a huge plus, particularly for sites that manage seasonal or transitional employees (such as student employees that change from semester to semester) – we’ve added an inactive account level for LibStaffer accounts. Inactive account holders won’t be able to log in to your LibStaffer system, and they don’t count against your account subscription. However they’ll continue to display in your historic reports, so you retain an accurate picture of staffing at different times in history.

Good to know: when you set an account to inactive, the account holder will be removed from all future shifts, but they’ll remain assigned to any shifts in the past for reporting purposes. To set an account to inactive, head to Admin > Accounts > Edit Account.

Expanded Shift Notes

We’ve added a couple of popularly requested features for shift notes, to help improve communication with staff. When emailing staff, admins now have the option to include relevant shift notes within the email – a great way to send out additional reminders to make sure everyone is on the same page! We’ve also corrected a small oversight – shift notes will now display to regular level users, both from the dashboard as well as from the overall schedule page. Hooray for increased communication with staff!

Email Updates

We’ve added a few key updates to the email functionality available in LibStaffer:

  • Shift Supervisors can now choose which employees should receive schedule reminder emails. Previously you could either send emails to all staff with an assigned shift, or to one specific staff member. Now we’ve included checkboxes so you can pick which staff should receive an email notification.
  • We’ve also added a cc field to schedule reminder emails, so you can email people who aren’t assigned to a schedule with information on upcoming shift staffing.
  • Shift Supervisors can also now send a general email to staff from within LibStaffer. This is a great way to make announcements to staff apart from schedule reminders – great for things like policy changes, staff reminders and the like.
  • And we’ve added a couple of new email notifications for the following situations:
    • Admin(s) now get an email notification when a time off request is submitted.
    • Schedule admins now get an email notification when an open shift has been picked up.