Ideas for Re-enaging Patrons in LibAnswers

If you’ve been using LibAnswers for awhile, you might be looking for fun and new ways to reinvigorate and boost usage of your various LibAnswers services.It happens to all of us, we get into a groove and then coast along.

But, if you’re noticing your stats are staying consistently steady, or flatter than Wile E. Coyote after using a catapult (this pun brought to you by Springy Greg! 🙂 ), it might be time to consider implementing some of these tips to turn that plateaued bar chart into a steep spike!

Reimagining LibAnswers FAQs

In case you missed it, SpringyCamp – Springshare’s virtual user conference, occurred on July 31, 2019. Among the amazing lineup of presenters (all of which you can watch here), was a presentation by Mikki Smith from the Corning Museum of Glass on Reimagining LibAnswers FAQs.

Bit of Background

The Corning Museum of Glass has been using LibAnswers since 2014 and created most of their public FAQs from an old database of FAQs from a previous system. Many of the FAQs included attached .doc bibliographics.

Around 2016, they became a bit more selective about which questions should turn into public FAQs, but did not retroactively apply that criteria to existing FAQs.

In 2017, they began to add images to existing FAQs and to use FAQs to highlight exhibitions.

Then, in 2018, looking at data from Google Analytics, they decided to reimagine FAQs as a mobile-friendly experience. Why? Because they noticed that a large percentage of their visitors were from mobile-devices. Thankfully, LibAnswers comes mobile-first right out of the box. But with some small tweaks to their FAQ content, they were able to make their FAQs more user-friendly, more mobile-friendly, and saw their usage stats increase.

Corning Museum of Glass FAQ – On Desktop

Starting with 1,300 FAQs to revise, it was a big project to undertake. Here’s some of the tips from Mikki’s presentation on reimagining their FAQs as an up-to-date visually appealing set of questions:

Same FAQ – On Mobile

  • Visuals – The Corning Museum of Glass has gorgeous objects on display. They make full use of that by embedding images into their FAQs to enrich the user-experience.
  • Improving the Metadata – Improving the FAQ metadata (FAQ title, answer, keywords, topics) helps to improve the SEO and findability of their FAQs. From their Google Analytics data, they found that 80% of their FAQ-traffic came as the result of a Google Search. Meaning that most users weren’t starting at the Library website. They started at Google and then found one of the FAQs because of a Google search on their topic of interest.
  • Actively Linking to Content – The Library and Museum have a ton of content to share with users. Don’t reinvent that content in your FAQs. Link to it in your FAQs to improve SEO and reduce duplication of content and efforts. Mikki and the team try and have at least one link out to existing Library and Museum content on each FAQ so it’s more of an experience and an opportunity to explore.
  • Rich Digital Content – The Library & Museum have videos on their YouTube page. By embedding them in their FAQs, they’re actively promoting their digital content and improving the experience for the patron.
  • Establish a Workflow – Create a workflow to ensure FAQs are updated. Mikki’s team divided the FAQs so each librarian has a dedicated number to review each month.
  • Promote on Social – Proactively promote your FAQs on social media to improve findability and increase your digital outreach.
  • Highlight Exhibitions – Whether or not your library has exhibitions, you might do custom displays for books (i.e. Poetry Month) or a promotion of archives, or an event. Consider creating a LibGuide on that exhibition, event, or display and then embed FAQs right onto it. Corning Museum of Glass did this with their New Glass Now Exhibition LibGuide and then added a tab to their LibAnswers homepage to highlight those FAQs there too.

Highlighting Exhibition, Display, or Event FAQs right on your LibAnswers Homepage

 

Launching Proactive LibChat

If you’ve been offering virtual chat reference services for awhile now, your users might be accustomed to the service and your usage stats are steady, but not increasing.

If you’re looking for a way to increase usage stats of your LibChat reference service, without launching a whole new advertising campaign, consider implementing Proactive LibChat. Proactive LibChat simply turns your LibChat widget into a proactive one – popping out after a customizable period of time asking the user if they need help.

So, instead of waiting for them to ask for help, you can offer help first. Enabling Proactive LibChat is as easy clicking a check-box on your LibChat Widget Builder. We outline how to setup Proactive chat on this blog post.

Institutions that have enabled proactive LibChat saw varying increases in usage from 230% (CSU – Dominguez Hills) to 600% (University of San Diego’s Copley Library). While we can’t promise how your specific demographic will respond, recent research articles written by Michael Epstein from the University of San Diego’s Copley Library and another from Lydia Pyburn from The University of Texas at Arlington Library indicate that the answer is yes!

Upcoming Webinars – Guest Speakers

If you’d like to learn more about LibAnswers Proactive Chat, we have two upcoming guest speaker sessions from real libraries using Proactive LibChat. Sign-up below:

Optimized Session

If you’re in the European Union and you’d like to learn more about LibAnswers and proactive LibChat, we have an optimized time for you!

Letters From SpringyCamp – Recordings Available!

‘Camp might be over, but the memories (like the smell of s’mores) live on!

In case you missed it, our annual SpringyCamp virtual conference took place on July 31, 2019. SpringyCamp is Springshare’s virtual user conference giving you, our Springy rawkstars, a platform to showcase all the amazing stuff you’re doing with Springshare tools.

Since its inception in 2012, SpringyCamp is our most fun – and dare we say – exciting events. In fact, we look forward to it all year long down at Springy HQ. Why? Because we get to watch you! We get to learn from…you. The change agents, the harbingers of innovation, the cutting-edge pioneers… you teach not only other Springy users, but you teach us as well. And at the end of every SpringyCamp, all you hear down at our virtual water-cooler is – “well that was amazing!”, “did you see how they did that thing?”, “oh wow, I had no idea you could that with LibGuides!”. We’re as giddy as a kitten in front of a fresh scratching post.

If you didn’t get to experience SpringyCamp live, and you want to join us in the giddy-circle… well you’re in luck! All SpringyCamp recordings, along with presenter notes/slides are available. So if have 20minutes or a couple of hours – pull up your bag of marshmallows and get your sticks ready, cause you’re about to have a sm’roaring good-time!

One last thing, during ‘Camp, we asked guest speakers and SpringyCamp counselors to share the books and shows they’re binging on. So check-out the Books and Movies to Write Home About and if all this talk of s’mores has you craving some gooeyness, we have a S’mores recipe with your name on it!

SpringyCamp Presentations

Tessa Withorn California State University Dominquez HillsTessa Withorn, California State University Dominguez Hills Library

You Shall Pass: Designing Engaging, Student-Center LibWizard Tutorials

Learn how one librarian designed and pitched a course-integrated tutorial for a fully online undergraduate nursing course to introduce evidence-based practice. Tessa will discuss her process of integrating open education resources, animated videos, infographics, and hands on searching to engage students in a discipline-specific research process.



Ellen Filgo, Baylor UniversityEllen Filgo, Baylor University Library

Assessing Research Consultations: Surveying a ‘Captive’ Audience

When the Baylor University Research and Engagement Librarians moved off the reference desk in 2013, they ramped up their research consultation program, using LibCal’s appointment scheduler as a convenient way for students to book appointments with the librarians. In 2017, they came to the realization that there was an untapped opportunity for assessing their program, through LibCal’s automatic email system, which sends a follow-up email to each person making an appointment.


Evan Barber, University of Illinois SpringfieldEvan Barber, University of Illinois Springfield Library

Oh, the Things You’ll Curate: Using LibGuides and LibWizard to Promote Collections and Track Success

Spreading the word about a new collection can be hard and tracking the success of social media posts and events can be even harder. This session will cover how to use LibGuides as a collection curation platform, leverage LibWizard to keep track of suggestions and checkout agreements, and using the reports built into those products to identify if events and social media posts are successful.


Catie Carlson & Luann Edwards, Tiffin UniversityCatie Carlson & Luann Edwards, Tiffin University Library

Using LibCal to Create Consistent Instruction

With nearly half their student population online, it made sense to have a librarian dedicated to online services. They created a touchpoint for online students and a contact in online course development similar to the campus processes. This presentation will walk through how Catie Carlson and Luann Edwards leveraged LibCal to offer similar library learning opportunities and interactions to the entire whole university.


Mikki Smith, Corning Museum of GlassMikki Smith, Corning Museum of Glass

From Answer to Experience: LibAnswers FAQs Transformed

In 2018, the Library’s Public Services Team formalized a plan to re-imagine the pool of several hundred static, redundant, and sometimes out-of-date published FAQs to function as a mobile-friendly, visually appealing introduction to Library and Museum resources. The project has so far raised the profile of the library within the organization and allowed them to strengthen collaborative relationships with other departments as they update the information they provide and the ways in which they provide it.


Bonnie Lafazan & Jessica Kiebler, Berkeley College LibraryBonnie Lafazan & Jessica Kiebler, Berkeley College Library

Using LibInsight to Reshape How We Assess our Marketing & Outreach Efforts

In order to measure the library’s positive impact on the college community, Berkeley College Library’s Outreach & Marketing Committee designed an assessment workflow using a LibInsight form, which allowed them to effectively assess and analyze programming ad outreach efforts, which are aligned to the institutional goals and the library’s operational goals.


Zoe Rath, Berklee College of MusicZoë Rath, Berklee College of Music Library

Moving Beyond Subject-Focused LibGuides

Zoë showcases the unique ways that they used LibGuides to promote library displays, library and campus events, faculty class guides, and even a conference. They partnered with the archives department and created a portal back-in-time to showcase historic black & white photographs celebrating Woodstock’s 50th anniversary using the LibGuides blog functionality.

Congratulations to our Survey Winners

This year, we gave away a free pair of ‘Camp socks and our limited edition Springy tote-bag to three lucky Campers… who completed the feedback survey!
Congratulations to Laura Dumuhosky, Jeanette Hatcher, and Jennifer Walz! Enjoy your ‘Camp socks!

Code Release: New LibCal, LibGuides, LibAuth, LibInsight, LibWizard, LibAnswers, and LibCRM features coming your way!

We’re not sure how this happened so quickly, but it’s already August! Many of our customers are in “back to school” mode, finishing up projects and getting everything ready for the new school year. That means here in Springy-land our support and training teams are sprinting to help all of you with everything you need to start the new school year right (and just start August on the right foot, if you’re not one of those getting ready for a new school year)! What better way to start August than with a bunch of new features? …maybe by having some ice cream while reading all about them? Mmmmmm….

These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, August 9.

Read about: LibCal | LibGuides & LibAuth | LibInsight | LibWizard | LibStaffer | LibAnswers | LibCRM

LibCal

We’ve been busy working to bring you the following LibCal features and fixes across every module in the system!

Billing

  • Record a payment note when cancelling/refunding an in-person payment. The payment note recorded when the cancellation is made will show in the payment details modal for an event registration or equipment/space reservation.
  • Override the cost of a booking on the admin side during the equipment/space booking process. Head to Equipment or Spaces from the main menu and make a booking in a billable equipment or space category to access the new cost override field.
  • ‘Status’ and ‘Payments’ columns are now part of the Event Explorer CSV export if the event is billable. Go to Calendars > Event Explorer for a calendar that has a billable event. After searching in the Event Explorer, click the ‘Export Data’ button to see these two fields in the CSV output.

Appointments

Features
  • By popular request, we have started to add more granular user permissions to LibCal! There is now an account level permission to restrict Regular users to only be able to run the Appointments booking explorer for themselves and no other users.  Head to Admin > Accounts > Edit Account > Permissions Tab to change this setting.
  • Also by popular demand, since we recently added cancellation information to the Spaces booking explorer, we’ve added it to the Appointments booking explorer as well! Head to Appointments > Booking Explorer to view who cancelled an appointment and the date and time of the cancellation.
  • The appointment cancellation process now allows additional notes to be sent in the email that the patron receives when an appointment is canceled on the back end of the system. Head to Appointments > My Appointments to cancel a booking and send additional notes in the ‘Admin Cancel Email to Patron’ template. (NOTE: The {{{ADDITIONAL_INFORMATION}}} token must be present in the ‘Admin Cancel Email to Patron’ template for this field to appear in the email.)
  • New email template: ‘Rescheduled Email to Patron’. Previously if an appointment was rescheduled, the system would send the confirmation email to the patron, without specific information that it was a rescheduled appointment. This new template improves communication with patrons by specifically stating the appointment is a rescheduled one. Head to Appointments > My Settings to configure this new email template.
  • When making an appointment booking on the admin side of the system where you are choosing a specific group, the categories dropdown now shows the categories in two distinct sections: ‘Supported Categories’ (the categories that apply to the selected group) and ‘Other Categories In The System’. Head to Appointments > My Appointments and make an appointment booking, selecting a group, to see this in action.
  • The ‘Directions’ field will no longer show on the public appointments confirmation booking page if no directions exist or pertain to availability set for an appointments user. Previously, the field descriptor would show but there was no information after it.
Fixes
  • We’ve corrected an issue with the Appointments email template previews where any HTML inside the template would display as code in the preview.
  • We’ve corrected an issue where the public Appointments booking page would show availability (although it could not actually be booked) on a day when there is none available for a group using the ‘Show Group Nickname’ option.

Events

Features
  • We’ve added a new system generated email to notify event owners when a patron cancels an event registration.
  • Events that require registrations have new options for when registrations close: 15, 30 and 45 minutes before the event. Head to a Calendar that has an event requiring registration (add a new one) to see these new options.
  • We’ve improved the end date selection field when creating an event to automatically default to the start date selected for a recurring event. Previously, the end date would default to the current date. Head to a Calendar and set up a recurring event in the future to see the new end date default selection.
  • After saving or publishing an event using the Publishing Workflow, you’ll now return right back to the Publishing Workflow page instead of the calendar.
  • When viewing Event registrations, the ‘View User History’ modal now has a column displaying the date of the event in addition to the registration date that previously displayed in this modal. Head to a Calendar, choose an event that requires registration, then click ‘Manage Event’. Click the ‘View User History’ icon for any of the event registration records to see this additional field.
  • Phone numbers and barcodes (if applicable) now display in the Event Explorer and its related data export. Go to Calendars > Event Explorer and search for an event where the registration form includes phone number and/or barcode. When clicking the ‘Show’ button on the event record that is returned, the phone number and barcode fields display. Click the ‘Export Data’ button to see these new fields in the CSV output.
  • The Event Explorer now has an option to include the event description when using the ‘Search’ field. Without this new option selected, the ‘Search’ field will only search for events based on the event title. Head to Calendars > Event Explorer to see and use this new option.
  • We’ve added missing language keys for the public events calendar for when multiple calendars are selected as well as the the filter options for the number of selected filters and the “Filter by Type” verbiage. Head to Admin > System Settings > Language Options > Custom Language > Events Pages to configure these new language keys.
Fixes
  • We’ve corrected an issue where editing the ‘registration close’ value for an event series would reset the start and end time of individual events that differed from the original event series start and end time.
  • We’ve fixed an issue with the full calendar widget where the ‘Audience’ list did not appear when selecting filters to hide.  Head to Calendars > Widgets, then select the ‘Full Calendar’ widget where you will now be able to hide specific audience filters.
  • When a patron cancels an event registration, they will see the relevant event details on the public cancellation confirmation page for confirmation.
  • On the public event card view, locations with commas now properly display.
  • We’ve resolved an issue with cancelling event registrants from an event series where the patron was not registered for all events in the series. Previously, when trying to cancel a registration in this scenario, an error would appear not allowing the registration record to be deleted.
  • If an event’s booking form has phone number included, the waitlist will now sort initially by registration date/time instead of the phone number column. Head to a Calendar and choose an event that has phone number included in its booking form and waitlist records exist to see the corrected default sort.
  • The Upcoming Events widget now properly processes the max number of events value.
  • We’ve fixed the calendar color options selected for the admin view of a calendar. Previously, the colors selected did not apply to the calendar. Had to a Calendar, click on the ‘Settings’ drop-down and select ‘Color Options’ to set the colors for the calendar.
  • We’ve corrected the ‘Today’ language token so it will correctly apply to the public event calendar view.

Equipment & Spaces

Features
  • Select an event template when creating an event from a space booking. Go to Spaces > Availability and click on a booked space in the grid. In the section that displays the booking details, click the ‘Create Event’ button. If any event templates are set up in your LibCal site, an option will appear to select a template or create an event from scratch.
  • You can now remove Hours templates that are no longer in use without affecting any of the stats reports. Head to Admin > Equipment & Spaces > Manage Hours Templates to remove any template from the list that is no longer in use.
  • We’ve enhanced the Confirmed Bookings calendar to include the ‘nickname’ for a booking (if one exists) on the initial view of the calendar. Head to Spaces > Confirmed Bookings to see the ‘nickname’ associated with a booking on the initial view of the calendar.
  • We’ve added support for booking lead times for K12 (a.k.a., school libraries) sites. Head to Admin > Equipment & Spaces, click on the Spaces link for your K12 location, click ‘Edit Category’ for any space category and then on the Booking Limits tab, where you will find the booking lead time setting.
  • We’ve added the Booking ID for both the Equipment and Spaces Booking Explorer exports. Go to either Equipment or Spaces, click on the Booking Explorer tab, run a search, and then click on the ‘Export’ button. The Booking ID will now be included in the CSV output.
  • We’ve added any notes that existed in the Room Bookings to display in the Spaces module for any bookings that were migrated over during the Room Bookings to Spaces migration process.  Go to Spaces > Availability, find and click on a booking that was migrated from Room Bookings. When the details of the booking load, the notes (if applicable) from Room Bookings will now display.
  • We’ve improved the Equipment ‘Fines’ page by adding the show/hide columns, Excel, PDF, and CSV buttons to be used in conjunction with the datatable results returned from searching on this page.
  • We’ve added a language token for the verbiage that displays on the Equipment/Spaces public booking cancellation page.  Head to Admin > System Settings > Language Options > Custom Language > Equipment & Spaces to customize:
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking”
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking or the ‘Cancel All Bookings’ button to cancel all.”
  • We’ve enhanced the public page equipment search to re-load all items on the page if a search is cleared.
Fixes
  • The availability grid for the Equipment module is now properly displaying longer padding windows associated with booked items.
  • We’ve corrected an issue where if the ending hours for an equipment item was set to 12am and later, the reservation would automatically put the end time to the next day’s opening hours.
  • We’ve corrected an issue where inactive spaces were adding to the ‘Time Available’ data when running stats for a space category. Go to Stats > Spaces and then run the report for a space category where there are inactive spaces. The ‘Time Available’ value will no longer include these spaces.
  • We’ve corrected an issue where, when pulling data through the API, an extra millisecond was being returned when a custom time was in use for a space or equipment item.
  • We’ve fixed an issue where, when creating a recurring booking, bookings that were not created because of a clash would still show up in the booking confirmation email.
  • We’ve corrected an issue when a space or equipment category was set up for both 2-step verification and mediation.  The confirmation emails will now include the mediated booking dates and times.

Misc Fixes

  • We’ve fixed the Google Maps integration for Hours locations on the public pages. Head to Admin > Hours and modify the settings of a location or department to set the latitude & longitude or place id values. Next head to Admin > Look & Feel > Homepage Editor or Hours Page Editor to display the Google Maps integration on the public pages.
  • We’ve corrected accessibility errors when an ‘Error 404’ page is viewed.
  • We’ve corrected an issue when LibAuth rules are in use and are set to auto-populate the First Name field.
  • We’ve fixed the LibApps signature option for event and appointment email confirmations. Head to Admin > System Settings > Email Signatures to allow users to set their email signature using the signature set up in their LibApps profile.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides & LibAuth

We have a small series of fixes for LibApps and LibGuides this month! We’ve been working to tune up the back end, but you’ll also notice these changes:

Accessibility

  • We made the contrast of the homepage sidebar buttons WCAG 2.0 AA compliant.
  • If you assign a custom language to a group, that language designation is correctly assigned to all guides contained in that group. Some of you reported that the language tag was getting flagged by your accessibility checkers.
  • We removed a duplicate ID from the system and group homepages. If you target #s-lg-index-cols to style guides lists on your group or system homepages, please see the table below for details on what to look for in your custom CSS. Protip: now you can customize the homepage guide lists separately if you’d like to!
To target this element on the system or group homepage
Use this ID in your custom CSS
All Guides list
#s-lg-index-list-guides
By Group list
#s-lg-index-list-groups
By Subject list
#s-lg-index-list-subjects
By Type list
#s-lg-index-list-types
By Owner list
#s-lg-index-list-owners
All lists
#s-lg-index-list > section > div

LibAuth

The LibAuth updates this month center around the SIP2 authentication protocol. We’re seeing a lot of use of this from you, and are pleased to bring you some additional related features.

  • We added a toggle that allows you to honor or ignore any blocks returned from your ILS. If you’d like to allow patrons who are blocked for too many checkouts/fines to book LibCal rooms, now you can!
  • We’ve extended group permissions to SIP2 configurations. If you would like to restrict LibGuides or LibCal resources to particular groups of patrons, now you can!
  • We’ve enabled LibApps login for SIP2 configurations. You can use this if you would like your staff to log into LibApps using their SIP2 credentials.

Additional LibGuides fixes and features

  • We’ve added the Export All button to the Guides Statistics reports so that you can download an entire report.
  • We’ve improved the password reset process to make it more secure. Now when you reset your password, an email is sent to the address you provide.
  • We fixed the Tags filter in the LibGuides community site.
  • We’ve changed the classes used when you create a table in a blog post, so that they look the same as tables that you create in other LibGuides content. When adding or editing a table, simply use the Class dropdown (on the Table Properties screen) to choose the Bootstrap Table class(es) you’d like to use. The default is to have a table with borders.
  • We fixed a couple of issues with search results that were causing Subject names to appear more than once, and for the page results in Bento search results to have the wrong links.
  • We fixed an issue with LTI widgets that was causing links to open in the same window even if a new window was specified by your LMS.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibInsight

We have been busily recoding the back end of LibInsight to improve performance and modernize the code. We’ve also got this list of smaller improvements to bring you:

COUNTER-related updates

  • We removed the link to the now-defunct COUNTER Release 4 validator.
  • We made several improvements to scheduled SUSHI fetches. Specifically, we delete a schedule when a provider, dataset, or platform using the schedule is deleted. We also added some validation for the “Recurring Until” dates.
  • When you copy a platform from one dataset to another, you’ll now copy any invoices and licenses that you’ve added to the platform. This includes invoice line item details, and file attachments, as well as license file attachments.
  • We added some error information to the emails you get when a SUSHI fetch fails. This will help us in troubleshooting.
  • We have added the &platform parameter when retrieving SUSHI files. Some vendors require this to differentiate among the platforms that they provide.
    screenshot showing new platform field in the sushi provider dialog

Additional fixes and features

  • We improved the interface for choosing more than one value when adding a filter in custom dataset analysis.
    screenshot showing additional help text to assist with selecting more than one value in a filter
  • We changed the Last Login field on the accounts screen so that it uses the timezone set in System Settings. It’s pretty awesome that people were logging in from the future, but we decided to go for accuracy instead. 😉

Upcoming LibInsight Training Sessions:

Check out our recorded sessions!

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LibWizard

Abracadabra: magical new features such as the LibAuth integration and the Certificate of Completion are coming! (Thank you for your patience with those two features!)

LibAuth Integration

If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an item, go to [Item] Options > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

Screenshot of LibAuth Integration Settings

This is just the beginning! LibAuth integration opens up a floodgate of potential new and exciting features, like only allowing a user to take a quiz once or allowing users to save a tutorial and continue where they left off at a later time. Make sure you sign up for blog notifications (top right side of this page) so you’re one of the first to know about new integrations!

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial. Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

To enable Certificates of Completion, edit the quiz/tutorial’s “Thank You” screen and go to the “Certificate of Completion” tab to enable and customize it.

Other New Features

  • Randomize Quiz and Tutorial Questions
    Make quizzes and tutorials more robust and deter copying by randomizing question order.
  • Re-Ordering choices and options
    Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.
  • Allow multiple answers in Grid questions
    Make the grid option behave like checkboxes: allow multiple answers per row!
  • Progress bar for Forms, Surveys, and Quizzes
    You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.
  • New button/modal widget
    Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.
  • Field Rules in Tutorials
    Show/Hide any fields in your tutorials based on patrons’ response. Want to show hints when patrons are struggling? You can! Hide tutorial topics that patrons already know about? Check. The possibilities are endless….

Fixes

  • Reports:
    • Usability improvements such as freezing the top row (field name) so it stays visible when working with long reports.
    • Keyword Filtering submissions was reworked to more easily filter through a lot of data.
    • Performance improvements for forms that have a lot of submissions.
    • The Date field now displays in the same format you selected for that field.
    • You can now filter by date and/or submission’ metadata (e.g. IP and referrer) in addition to the usual filters.
  • Concurrent editing check: if you click save for an item that was edited by someone else after you initially opened it, you’ll get an error message instead of overwriting their change.
  • Want to right click a link for a form or report and open it in a new window? Go for it – now you can.
  • Various accessibility fixes.

Upcoming LibWizard Training Sessions:

Check out our recorded sessions!

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LibStaffer

This release we have a couple of fixes and some exciting info to share. First, the fixes!

  • We’ve corrected an issue where manually typing in dates into the date search on the Dashboard for ‘My Upcoming Shifts’ and ‘Open Shifts’ would not return any results.
  • We’ve corrected an issue with Autoscheduler and scheduling a maximum of 2 shifts per day with non back-to-back shifts.

Now the excitement! Although we will not be releasing any major features or functionality for LibStaffer in this release, we’ve been working meticulously behind the scenes to bring you an awesome new feature that involves a lot of back end work. Multi-language selection is coming! The feature converts all of the system generated text in LibStaffer (including the public calendar view and public calendar widget) to the language selected. We will initially support a select few languages, then take requests for additional languages for inclusion in future releases. Your help with creating the translations is always welcome and appreciated!

Upcoming LibStaffer Training Sessions:

Check out our recorded sessions!

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LibAnswers

We’re continuing to chug away at Co-Op related functionality, but have several fixes to share in the meantime:

  • Admin-level users can no longer delete their own accounts – this prevents the situation where an admin is cleaning up site records and inadvertently deletes their own account, which effectively locks you out of the site (oops!). To see this in action head to Admin > Accounts and note how you can’t delete yourself. 🙂
  • In an effort to make it easier to locate the LibAnswers queue question form, we’ve added links on various admin settings pages (including the overall Admin list of queues) to help you locate where the public question form lives. To see this in action, admins can head to Admin > Queues.
  • Previously in Reference Analytics, if you filtered a list of transactions by a search term in the internal note field, and then exported those results, the resulting export was returning all results. We’ve updated this so that now the export will return just the filtered results.
  • When logging into LibChat, the Settings tab is now the default tab you see (vs. the Chat tab). This change relates to upcoming Co-Op related functionality. Review / select what you want to monitor and head on over to the Chat tab!
  • We fixed an issue in the chat widget builder – the {{ domain }} template tag will now work properly in widget builder view. It’s always worked correctly in the live widget itself, this issue only impacted viewing the widget in the widget builder.
  • We’ve fixed an issue where, in some cases, if you had LibChat running on one computer and then signed yourself out and then in again from another computer, you could show as “offline” to internal departments. This has now been fixed, so online/offline toggles should now work as expected.

Upcoming LibAnswers Training Sessions:

We have a bunch of LibAnswers sessions for you this month, including sessions at some different times than our usual! See our whole calendar for the month of August for dates and times. Sessions include:

  • Planning Your LibAnswers Site Workshop
  • Setting Up Queues & Answering Tickets
  • Personal Chat Settings & Views
  • LibChat Setup & Answering Chats
  • Best Practices for FAQs
  • Customizing Your LibChat Widgets
  • …and more!

Also check out our recorded sessions!

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LibCRM

While the list of new features and fixes may be short for this LibCRM release, a lot has happened on the back end to improve the structure of the system. The back end updates mainly relate to overhauling the back end API (not visible to customers), which will help us improve and create fantastic new features and functions in the future.

Projects

No more do you have to create projects from scratch. Instead use the powerful new Project Templates option, which allows you to create and copy templates! Head to Projects > New Project > and check the “Is This a Template?” checkbox to create a new template. Once the template is created, you can then head to Projects > Template Projects to see the full list and edit or delete them. Click the name of the template to add related tasks. When this template is used to create a new project, all of those tasks are copied into the new project – a huge time saver!

Other Updates & Improvements

  • Data Imports now better handle errors and duplicate records.
  • Reports: In this release we focused on Custom Fields Filters in Projects. We made improvements to the date type field and fixed where the system was not removing selected conditions and/or values when a new search is performed.

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That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2019. We are always here for you if have any suggestions or questions.

Get Ready. SpringyCamp Is This Wednesday!

SpringyCamp July 31: 12:30pm 0 3:30pm US ET

Our Annual Virtual Conference, SpringyCamp, Is Tomorrow!

We wait all year to announce that it’s time, once again, to

  • Grab your compass and
  • Fill your canteen,
  • Find a spot near the virtual campfire and
  • Benefit from hearing about the experiences of other librarians, which is the goal of SpringyCamp!

Each year, new camp counselors from far and wide come to share ideas, best practices, tips, and most of all their stories.

Today’s libraries face many of the same challenges and are working towards similar objectives. SpringyCamp is designed to provide a forum for your peers to share with you what they have learned about, for instance,

You’ll learn about these topics and more at this year’s SpringyCamp starting at 12:30pm U.S. ET this Wednesday, July 31st. Be sure to Register NOW!

Get Your Questions (And Your Snacks) Ready!

We’ve got a terrific series of talks for you at SpringyCamp 2019 and — while it won’t be quite like a singalong — we’re forecasting a considerable amount of nodding and clapping as participants relate to some of the obstacles being identified… and get excited about the solutions presented.

For a full list of what’s in store visit our SpringyCamp Lineup.

Q: How do I register?

A: Go to the registration page and click “Begin Registration.”

Q: What happens if, upon registering, I discover the event is full?

A: At registration, you will receive instructions on how to watch SpringyCamp via Facebook Live on our Springshare Facebook page. If you haven’t already, take a minute to like our Facebook page and turn page notifications to ‘on’ so you’ll always receive our posts in your Facebook news feed.

Q: What can I expect?

A: You will be able to see the screen of the camp counselor presenting and be able to hear his/her voice.

Q: Will I be able to ask questions?

A: Yes! You will have the opportunity to type in your questions. To help facilitate, there will someone monitoring the chat box/comments area.

Q: Can multiple people from my library attend SpringyCamp?

A: Is a tent hard to put back into the bag? Yes! Just make sure each person registers unless you’re all huddled around one monitor or screen.

When The SpringyCamp Fun Ends…It’s a Keep-in-Touch Game.

You know how this goes. As you pack your flashlight and tightly roll up your sleeping bag, you and your camp friends talk about keeping in touch. Honestly, we miss you already and the event hasn’t even begun, yet!

How can you be kept in the loop regarding programs like this, product updates, and any other cool Springshare information?

It’s easy. Like our page in Facebook. Follow us on Twitter for all the latest Springy news fit to type. Opt-in to receive excellent news from Springshare. Check out our newsletter. Keep reading our blog posts. We’ll be LibBFFs 4-evah and eva.

Feature Spotlight: LibCal Spaces Parent/Child Relationship

LibCal Parent/Child Spaces Tool

Today’s blog post is all about highlighting an awesomely powerful little feature in LibCal – the Parent/Child relationship in Spaces.

Let’s break it down.

Let’s say that you have a large room that patrons are allowed to reserve… let’s call it Room 110. That room can also be divided into smaller spaces, for example, Room 110A, Room 110B, and Room 110C. You want to allow patrons the ability to reserve the entire room 110, or one or more of those smaller spaces… for example just 110A and 110B, but not 110C. If someone reserves just 110A and 110B, they can no longer reserve the entire room 110… only 110C is available to them.

Cue the LibCal Spaces Parent/Child feature that allows you set a large space (Parent) and then each individual sub-space (Child). With this feature, patrons are able to book one of the divided spaces, two of the divided spaces, three (or more of the divided spaces, depending on your setup), or the entire large space.

This smart feature takes away accidental double-bookings. If a patron reserves the entire space, all the sub-spaces automagically become unavailable. On the flip-side, if a patron reserves a sub-space, the ‘entire space’ is subsequently unavailable for booking.

But wait, I don’t have a large space – can I still use this feature?

Yes – this feature isn’t just for large rooms! It can be used to divide up any sized room or space.

Let’s say you have a normal-sized space with two tables inside. Create the Parent Space, the entire room, and create two child spaces for each of the two tables. This way, patrons can reserve Table A, or Table B, or the entire Room… Tables A + Table B.

Let’s see it in action!

First, create your Location, and the Spaces Category.

Tip: for spaces that can be divided up, it’s recommended they get their own category. For example, “Connected Spaces”.

Then:

  • Add Your ‘Parent Space’.
  • Tip: If you want your parent space to appear at the top of the alpha-ordered listing of rooms, add an * to the front of the space title to jump it to the top of the list of rooms.
  • Next add your child spaces and be sure to select, “Is Child/Partial Space of Parent Space”.
  • … and you’re done!

On the patron’s side…

If they book the entire/parent space, it automagically marks the subspaces as unavailable.

Reserving the *Entire Space (parent) removes the child/sub-spaces from the availability calendar.

 

If they book a child space, it removes the Entire Space from booking, but still leaves the other child/sub-space available for reservation.

Booking the child/sub-space removes the entire parent space from the availability schedule.

 

Think of all the ways you can use it!

The flexibility of this feature allows you to rethink all the different ways that patrons can reserve spaces in the library.

  • Reserve an entire room… or just specific tables within that room, great for class projects;
  • Reserve a single seat… or an entire table of seats, ideal for a study group;
  • Reserve a library computer… or a table of library computers;
  • … the possibilities are endless!

Easily Promote Events with LibCal & LibGuides

Promote Events

Getting The Word Out!

Isn’t it funny how even if you line up the hottest author for a reading, or meticulously plan your annual benefit gala, or use data to predict the best dates and times for children’s story hour — events are only considered a success if enough people show up?

You could have Aerosmith opening for Oprah to interview the cast of GOT in your garage — but if you don’t get the word out, the event would still be a bust. That’s how important it is to do some marketing.

The Easy Way To Promote Your Events.

Springshare knows that it’s not enough to make creating events in LibCal as effortless as possible. We made marketing those events, including via social media, something you can do near simultaneously. In creating your library event, besides descriptions, you can

All of these features are incorporated right into the event creation page to make it easier to advertise the makerspace orientation, or summer lunch program, etc. that your team has worked so hard to bring to your patrons.

Build A LibGuide To Supplement Your Event Page.

When you create your event in LibCal, you will see the option to include a link to a related LibGuide. It’s a great idea to build LibGuides for special events because they allow you to provide more information. If you were hosting a poetry reading,

  • you could include a photo of the poet,
  • books s/he’s published,
  • links to upcoming events where people can catch the poet again,
  • excerpts of popular or new work,
  • a bio,
  • a relevant video or podcast,
  • and a link to the registration for the event at your library.

Plus, if it’s a recurring event like toddlerobics, or a used textbook sale, or a storytellers open-mic night, you can take photos during the events and add them to the LibGuide. Don’t forget to put a LibCal widget that shows the upcoming dates in the series. Also, make sure the guide is updated regularly with fresh information.

Quality programming is something every library strives toward. It’s exciting work and, librarians are really coming through as you endeavor to have variety, while applying data-driven tailoring to your events — in order to connect with your particular patrons. To help you learn more, don’t miss the opportunity to write in the anticipated attendance. Plus, LibCal lets you go in after the event and note the actual number of attendees so you can check the stats later.

Learn More About Boosting Your Outreach

From reading to dogs to DJing classes for teens to human library night, you’re doing a great job being creative and helpful. But the work doesn’t stop there. We’ve all learned that marketing the events is something libraries must prioritize because the purpose of it all is to serve your community.

To that end, we’ve added some upcoming webinars that cover ways you can boost outreach and improve audience targeting. Register for one of these session today:

The whole point is to bring people together. LibCal and LibGuides make that easier to do. Plus, if you build those LibGuides, you can have an archive of all your stellar programming.

 

Using LibAnswers for Library Security

Keeping Track of Safety Issues Just Got Easier.

Libraries get their fair share of incidents that happen involving the safety of the staff, students and/or include the compromise of the building. Many institutions piece together a way to keep track of these via various reporting tools that range from spreadsheets to pen and paper recording, etc. You want to be able to take down what happened. It’s important to be able to add detailed information as you learn more. Ideally, it would be advisable to keep it all in a secure place.

Everyone cares. Everyone takes it seriously. But not everyone knows that there’s a great way to log and manage this safety incident reporting in the LibAnswers Platform.

Queue Up The Solution.

The system comes with one queue. It’s possible to have multiple queues in the back end of the LibAnswers Platform. You can contact sales@springshare.com to add a queue and designate this queue for logging library security incidents. By utilizing the features in LibAnswers, you can easily

  • Assign appropriate people to the special queue you’ve made to manage access to it.
  • Create a ticket — this will be the way you keep a manageable record of the incident.
  • Type up what happened in a quick customizable form. For Nature of Incident you can make options that include: Accident, Theft, Vandalism, etc.
  • Add details along the way. To the ticket, you can add — immediately or at a later date — photos, links to policies that apply or need to be referenced, a case number, internal notes, etc.
  • Add tags to tickets to help you and others find them, as necessary.

The LibAnswers Features That Make Active Recording and Alerting Possible.

Sometimes you can record an incident that’s already been resolved. A student employee had an accident and cut her finger. She was treated with soap and a bandage and she’s fine. Easy peasy. However, there are times when there is a lot more to it and this is when LibAnswers features come in handy.

Library Security is not written on to-do lists each day, rather, it should be a steady pursuit. You want to be able to record in as much detail as possible what happened. A patron came to the reference desk to say her laptop is missing. A staff librarian noticed a window is broken. A student ran into the library in a panic to tell a librarian she is being followed by a stranger. There was a verbal altercation that included inappropriate language between a patron and a librarian about admission to an event. Many incidents will need to be reported and then revisited with further details and status updates on the process toward resolution. LibAnswers can help you do that.

However, more than being able to add pictures, case numbers, and updates, the LibAnswers Platform has features that can help you diligently stay on top of incidents so you are always aware of these critical safety issues.

  • You can manually assign and transfer tickets — make sure they’re not bottlenecking or waiting for attention.
  • The Question Routing Field allows you to route a ticket to a specific person when field conditions you designate are met. For instance, you can route all incidents marked Accident to the Library Director. Talk about expediting!
  • You can create customized ticket alerts for a queue. Your queue — Library Security Incidents Log — is a crucial piece of the puzzle at your library. We provide 3 options for alert thresholds. First, a number of unclaimed tickets over a designated period of time. Set it at 5 in 120 minutes and the system will send an alert if it happens. Second, a keyword you choose is used. You can enter keywords like police or ambulance, etc. and then enter the email or phone number of the person you want to be alerted when those words are found in a new ticket. Third, automatic reminder emails can be set to remind a person, set of people or the ticket owner of open tickets, or unclaimed tickets or when it’s been days since the ticket was updated.

(Efficiently) Take Safety Seriously!

Keeping your staff and patrons safe is paramount. Libraries truly care about this. The LibAnswers Platform is flexible enough in design to help you record, track, and update your Library Security incidents efficiently. Alerts help you stay informed and focused. And, with statistics like turnaround time, date and time, source and form field ticket stats, and the ability to export stats — you’ll have data to analyze, too!

Code release: New LibCal, LibGuides, LibWizard, LibStaffer, LibAnswers, and LibCRM Features

It’s finally summer here in the northern hemisphere, and we’re enjoying every second of it! Even with the warmth and sunshine trying to distract us, we stayed focused in order to bring you a whole new round of awesome updates to your Springy products…though we may have taken some frisbee and badminton breaks. 😉

These releases (with the exception of LibAnswers and LibWizard) are on their way to you this week, and will be live in all regions by the end of the day on Friday, June 28. LibAnswers will be released next week, and will be live in all regions by the end of the day on Friday, July 5. LibWizard’s release is delayed; please see that section for more info.

Read about: LibCal | LibGuides | LibWizard | LibStaffer | LibAnswers | LibCRM

LibCal

Billing

We’ve continued work on our billing module to further enhance its power and flexibility.

In Person Payments
  • Send an email or print out a receipt when accepting an in-person payment, so patrons have a record and verification that their payment was received.
  • Override the cost of a booking or registration before accepting an in-person payment.
  • Apply discount codes.
  • Refund an in-person payment.
  • Regular users now have access to accept in-person payments.
Misc. Fixes
  • We’ve corrected an issue where the ‘Booking Payment Details’ modal would not print correctly.
  • We’ve modified equipment charges showing as space booking charges to display as the correct type of charge. Head to Admin > Billing Charges to see the correct status displayed.

Appointments

  • Tired of adding the same directions whenever you add Availability? Well, we’ve got you covered with our new default ‘Directions’ field! Head to Appointments > My Settings and fill out the Directions field in the Appointment Settings area. These default directions can still be overridden when setting up Availability. So you can set up the directions you use most often as your default, but still route people to a different place for certain appointments, if necessary.
  • A new email notification was created to alert an admin user when an appointment of theirs is cancelled by a different admin user in the system.
  • We’ve separated the booking type / duration selection available on the admin side when creating an appointment. The available times are split into those that are supported and not supported for the user (“Other Categories in this System”) based on the group(s) they belong to in the system. However, the non-supported types will still be available for selection. Head to Appointments and then the ‘My Appointments’ tab to see the appointment duration split when creating an appointment.
  • We’ve disabled the drop-down selector on the public appointment booking page if only one time duration is currently available for selection.
  • We’ve added a new email tag to the ‘Confirmation Email to Patron’ template that can be used to include the booking form responses in the appointment confirmation email that gets sent to a patron.  Go to Appointments > My Settings to make use of the new {{{FORM_FIELDS}}} tag.
  • We’ve corrected an issue where the ‘Date’ icon on the admin Home page for upcoming appointments would display the wrong date if the system date was set to the DD/MM/YYYY format.
  • We’ve corrected an issue where emails were not being received by the person who the appointment was scheduled with when a patron canceled.
  • The patron search in the Appointments Booking Explorer now returns results for full name searches.

Events

  • We’ve made further modifications to the search logic in place for both the public page event search and admin side Event Explorer to return more relevant results to the top of the results list.
  • We’ve corrected an issue where recurring events were losing their ‘Location’ if the recurring event series was edited after its creation.
  • We’ve corrected an issue with space booking conflicts where a recurring event series was not displaying the correct location for any instance of the event series where it overlapped with a single day event already booked for the location set for the recurring event series.

Equipment & Spaces

Question/Answer Rules
  • The Equipment and Spaces booking form now supports conditional question and answer logic! Display another question or perhaps just some text based on the response given by the patron for any drop-down or radio button question you add to your booking form. Head to Admin > Equipment & Spaces > Booking Forms to set up your question / answer rules today!

Other Features
  • Building upon last release’s awesome feature that displayed which user cancelled a space booking, the Spaces Booking Explorer now also shows this info if a booking was cancelled from an event. Go to Spaces > Booking Explorer to see who cancelled space bookings through events!
  • The Spaces Booking Explorer’s export now includes the users’ names & dates of cancellations. Head to Spaces > Booking Explorer to make use of exporting these new fields via the ‘Export’ button.
  • There’s a new email alert for when a patron cancels an equipment and/or space booking. Head to Admin > Equipment & Spaces and edit a location. On the ‘General’ tab, there is a new edit text entry field labeled ‘Patron Cancellation Email’, where you can enter the email addresses of who you want to receive these notifications.
  • We’ve added Group Name support to the formAnswers parameter for /space/bookings API endpoint.
  • An .ics calendar file is now attached to all space booking confirmation emails.
  • If you have 2-step verification enabled for a Location (which requires the patron to click a link in their email to verify / confirm the booking), you can now help them out and confirm it on their behalf on the Admin side of the system! Head to Spaces > Availability and find / click the Tentative booking. You’ll see a new “Confirm Booking” button at the bottom of the Booking Details area.
Fixes
  • We’ve corrected an issue with the ‘To Date’ when creating a new daily equipment booking from the API.
  • We’ve corrected an issue on the public equipment booking page: equipment items that come sequentially after one that was set to inactive/broken in the database now properly display.
  • We’ve fixed an issue where checking in a banned user’s item from the overdue tab was still showing the user as banned for having item overdue.
  • We’ve corrected an issue where entering payments information for equipment fines was allowing a value to be entered greater than the value of the fine.
  • If a master item has model info populated, that now displays on the public check out page for child items, too.
  • We’ve corrected an issue where there was an extra empty bullet point in the bookable equipment list view on the public page, at the end of each categories’ equipment listing.
  • We’ve fixed an issue where in a recurring space bookings series, if the last booking was cancelled, the space booking form could not be edited.
  • We’ve corrected an issue where a patron can cancel an equipment booking after the item has been checked out to them via the link in the confirmation email.

Hours

  • If a location has a URL defined, the hyperlink will now display in the corresponding hours widgets.
  • We’ve fixed an issue where, on the day that Daylight Savings Time starts, any closing hours that were set to 2:00am would display as 3:00am for just that day.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Globalized LibGuides Community site

Are you looking for some international LibGuides inspiration? Want to know what the Brits have written about Harry Potter, or what the French have to say about Bastille Day? Now you can! With this code release, we are internationalizing the LibGuides community site. Whether you’re searching for Guides, Institutions, or Librarians, your results will be gathered from all over the globe.

Faster stats reports

Another improvement in this release brings you your statistics—blazingly fast! We’ve redone the back end of LibGuides Homepage, Guides, and Assets statistical reports so that this vast amount of data can be analyzed and brought to you much faster, just in time for fiscal year statistics season! Just head over to any of these statistical reports, and run them to your heart’s (or your admin’s) content: Homepage; Guides; Guides > Assets; Assets > All Assets

Accessibility fixes

We’ve made sure that screen readers can access and read the pop-up guide information available on your system and group homepages.
screenshot

  • We added ARIA text in the pop-up guide information on homepages so that screen readers can access the last updated date and number of views appropriately.
  • We’ve addressed contrast issues with the default colors of the navigation pills on system and group homepages.
  • We added an ARIA label to the search box on system and group homepages.
  • We added a language key for the screen-reader text for the pop-up guide information icon on system and group homepages. It reads “View guide information,” but if you would like to customize it, go to Admin > Look & Feel > Language Options > Customize > Homepage (or Groups). If you would like to add this key in another language, please contact support and include your default translated phrase.
  • We’ve added appropriate landmarks for breadcrumbs so that screen readers encounter these as a navigational element.*
  • We’ve changed the ARIA label for the “Back to Top” element that appears on longer pages, so that these are accessible to screen readers.*

* If you use custom templates, you’ll need to update your templates to see these changes:

For this element: Look for this: And replace it with this:
Breadcrumbs <div id=”s-lib-bc”>         {{breadcrumbs}}
</div>
<nav id=”s-lib-bc” aria-label=”breadcrumb”>{{breadcrumbs}}</nav>
Back to Top <a href=”javascript:void(0);” onclick=”jQuery(‘html, body’).animate({scrollTop: 0}, 750);” title=”Back to Top” aria-label=”Back to Top” aria-hidden=”true”> <a href=”javascript:void(0);” onclick=”jQuery(‘html, body’).animate({scrollTop: 0}, 750);” title=”Back to Top” aria-label=”Back to Top”>

Smaller fixes and features

  • Target the “Email Me” button in profile boxes with CSS.
  • All blog pages (system blog and guide blog pages) will now show the most recent 10 posts. To see the next 10 posts, click “Older Posts” at the bottom of the page.
  • Databases hidden from the public view no longer come up in guide page search results.
  • We removed the ability to set a password for a new account. For security reasons, and to bring LibGuides in line with other Springy apps, all new accounts must use the Reset Password link to receive a link to set their password. If you’re an admin and need to set a password for someone, no problem, just go to LibApps > Admin > Manage Accounts > Edit that account to change it. You can change your own password by clicking on your email address at the top-right of the screen. You must know your current password for this to work.
    screenshot
  • If you have a custom domain, and your domain includes a CAA record, we indicate this in the help text on the Certificates and Domains page. A CAA record can prevent us from obtaining a free Let’s Encrypt certificate for your custom domain. Use this tool to see whether letsencrypt.org is listed in your CAA record. If so—no problem! If not, you’ll need to contact your IT department (if that’s not you) to either get this added, or to purchase custom certificates for your domain.
  • We updated the FAQ link on the Reset Password page.
  • We disabled the Source button in the Rich Text editor for accounts leaving blog comments and discussion board replies.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Update: As excited as we are to get you these awesome new LibWizard features as quickly as possible, we’ve found we need a little extra time to ensure that everything works smoothly with both the LibAuth integration and the Certificate of Completion. These new features and fixes will go out in early August instead. While we regret the delay, we know you’ll appreciate the extra time and care we put into these features once you’re using them!

LibAuth Integration

LibAuth integration is coming soon! If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an item, go to Quiz Options > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

This is a just the beginning! LibAuth integration opens up a floodgate of potential new and exciting features, like only allowing a user to take a quiz once or allowing users to save a tutorial and continue where they left off at a later time. Make sure you sign up for blog notifications (top right side of the page) so you’re one of the first to know about new integrations!

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial! Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

Enable Certificates of Completion by checking “Display Certificate of Completion” on the quiz/tutorial’s “Thank You” screen. Once that’s been checked off, you’ll go to the “Certificate of Completion” tab to customize it.

Other Features & Fixes

  • Randomize Quiz and Tutorial Questions
    Make quizzes and tutorials more robust and deter copying by randomizing question order.
  • Re-Ordering choices and options
    Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.
  • Allow multiple answers in Grid questions
    Make grid behave like checkboxes: allow multiple answers per row!
  • Progress bar for Forms, Surveys, and Quizzes
    You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.
  • New button/modal widget
    Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.
  • Various bug fixes and improvements
    • Reports: Filtering submissions was reworked to more easily filter through a lot of data.
    • Concurrent editing check: if you click save for an item that was edited by someone else after you initially opened it, you’ll get an error message instead of overwriting their change.
    • Want to right click a link for a form or report and open it in a new window? Go for it – now you can.
    • Various accessibility fixes.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Shifts by Position

We’ve taken the power of shift assignments to the next level by allowing for designating positions required to fill a shift. Optimize your scheduling workflow by defining positions and assigning them to both user accounts and shifts. Position assignment considerations are supported in both autoscheduler and manual shift assignments. Head to Admin > Schedule Settings > Name & Info to enable this feature.

Integration of LC Hours

Now you can link the LibCal hours module with LibStaffer schedules! If a schedule is linked to a library or department from the LibCal hours module, when creating shifts, the shift details page will display the opening to closing hours of the library or department the schedule is linked to for help in determining if the shift that is being created or edited will fall outside of the opening and closing hours.

Multi Date Picker for Shift Creation

By popular request we’ve added a multi date picker when creating shifts. This new multi date picker will accommodate scenarios where a recurring shift needs to be set up but there is not a consistent recurrence pattern. Go to Schedules from the Main Menu Navigation Bar and create a shift to use the new multi date picker.

New Shift Claim Period Options

We’ve added three new claim period options for shift claiming (when enabled for a schedule). Set a schedule to allow shift claiming as far out as 8, 12, or 16 weeks. This will provide greater flexibility especially for full semester schedulers. Navigate to Admin > Schedule Settings > Edit a Schedule > Name & Info tab > Shift Claiming section to make use of these new options.

New ‘Clock In By’ Options

We’ve added new options to when users must ‘clock in’ by if the Clock In/Out feature is enabled for a schedule. There are now 3, 6 and 12 hours within a shift options available. Head to Admin > Schedule Settings > Edit a Schedule > Location & Time Clock to check out these options.

Favorite Shifts Report

Hot off the presses we have a brand new report to further enhance the scheduling process. See all shifts staff members have marked as favorites by going to Reports and clicking on the Favorite Shifts tab.

Other Features & Fixes

  • Recurrence details display in shift details modal
    For any recurring shift series, we’ve added the recurrence pattern details to the shift edit details screen.  Open any recurring shift on a schedule to see it.
  • Total number of hours has been added to the Time Clock Report
    We’ve added the total number of hours to the Time Clock report based on the returned results of the report search. Head to Reports and click on the Time Clock tab to see the total number hours display at the top of the returned report results.
  • Shift swap no longer lives in the past
    We’ve corrected an issue where shifts could be potentially swapped with shifts from the past.
  • Claim Type field save issue
    We’ve corrected an issue where the Claim Type drop down would not save correctly when setting if a schedule’s claim type to weekly or a rolling date.
  • Ensure all date pickers follow system date format
    We’ve gone through the entire app to make sure all date pickers follow the system date set on the Admin > System Settings > Name & Info tab.
  • Copy Shifts Outlook sync
    We’ve corrected an issue where the ‘Copy Shifts’ process was not correctly syncing shifts to Outlook.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

As we’re working hard building you awesome new chat cooperative functionality, we’re also making sure that we get you some great small features and fixes in your existing LibAnswers system. Here’s the latest!
(Remember: these changes will be out to all regions starting next week & will be out to everyone by end of day Friday, July 5.)

  • LibChat:
    • If you are marked as Online or Internal and close the operator chat window, you’ll now be asked if you’re sure you want to close it, in order to minimize accidental closing of that window.
    • The Patron Information tab now more clearly shows what browser and operating system the patron is using.
    • We fixed an issue where text copied / pasted from Word was breaking the formatting of chat transcripts and tickets created from chats, due to the excessive underlying HTML that Microsoft products add on the back end for those actions. (Those excessive and unnecessary hidden characters were breaking the character limit.)
  • Tickets: We fixed an issue where tags could not be added to tickets when using any browser on iOS or the desktop version of Safari on a Mac.
  • Queues: Want to reorder the multiple choice options in your Queue’s Question Form without affecting past data? Now you can! Head to Admin > Queues > Edit your Queue > Question Form > Multiple Choice Fields and you’ll see a new “Reorder Options” button.
  • HTTPS: Sites who do not yet have HTTPS enabled / forced for their LibAnswers system will see a message upon login reminding them of the importance of using / forcing HTTPS and linking them to more information / the “force HTTPS” setting in LibApps.

Are you a QuestionPoint subscriber moving to LibAnswers? You’re most welcome to join us for our LibAnswers / LibChat training in July to get a peek at the system! These sessions do not show the cooperative functionality, since we’re in process of building that out, but will give you a look at the existing LibChat functionality and other features of LibAnswers.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

We focused on improving data imports (though didn’t stop there) for this LibCRM update!

  • Data Imports:
    • Now you can bulk update existing Profile records! If you do a data import of Profiles and an email address entered matches one that already exists in the system, the import will update that profile’s information. A super efficient way to update a bunch of Profiles at once!
    • If you have a multi-select field, the import now supports setting multiple options during the import. The options in the field should be separated by commas.
    • We fixed an issue when there are duplicated Emails in a Person Profile in an import file. The Bulk Import Details page will now properly display an error message alerting you to the fact that the email in row x already exists in the spreadsheet.
    • We improved the instructions at the top of the screen for how to do the import. Click the section to expand it and see the steps, or see our FAQ.
  • People and Organization Profile Screens: Both screens now show Record Owners and Co-Owners in the General Information section, and that section is now organized into 2 columns for ease in browsing / saving space on the screen.
  • Multi-Select Fields now have a “Select All” option.
  • Report Fixes:
    • We fixed an issue where Report exports were not correctly outputting all values when a custom multi-select field had multiple values selected.
    • We fixed a custom field display issue where if a Profile type (Organization or Person) is selected, all custom fields for both types were being displayed as filtering options. Now only the custom fields for the related type are shown.
    • When a specific answer option is selected in the filtering options, the results now correctly only display profiles with that option selected vs. all profiles with options that contain the word(s) in the option. For example, if you select Dean as the option to filter on, only profiles with Dean selected will be returned vs. both Dean and Associate Dean.

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That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2019. We are always here for you if have any suggestions or questions.

Springshare’s Heading to ALA – Dash to the Flash!

booth 3136. We're exhibiting at ALA Annual Conference 2019

If you’re heading to the ALA Annual Conference in Washington, D.C and you thought all the amazing guest speakers were outside the exhibit hall, think again! Be sure to stop by Springy Booth #3136 to attend one of our amazing 10-15minute flash presentations! We’ll have guest speakers showcasing how they’re using Springshare Tools in their Library plus Springy-led sessions showing quick overviews of LibGuides, LibAnswers, LibCal, and more.  And if you’re not heading to ALA, #alaleftbehind, we’ve got you covered… we’re streaming select presentations LIVE on our Facebook Page. If you can’t watch the sessions live, we’ve got you covered as well – selected streaming live sessions will be archived on our Facebook Video Page… so you can watch them live, or anytime afterwards.

*Please note, you do not need to have a Facebook account to view the videos… simply ignore the login/sign-up information and proceed.

And hey, while you’re looking at this videos on our Facebook page …why not take a minute and LIKE our page? This way, the next time we stream amazing guest speakers, you won’t miss out on seeing them. And remember, if you want to receive notifications in your Facebook Feed, you’ll also need to adjust your Springshare Facebook notifications to ON. This way, you won’t miss out on product updates, video presentations, Facebook Live streaming, and more.

Guest Speakers – Streaming Live on Facebook

All times listed in U.S. Eastern Time. 

Student-created LibGuides: New Avenues for Faculty-librarian Collaboration

Presenter: Hedda Monaghan, Framingham State University

Date/Time: Fri, June 21: 6:30pm – 6:50pm

Description:
Join us as Hedda Monaghan discusses their triumph of faculty-librarian collaboration engaging students in a research-based learning and knowledge-making project. After a chance meeting at new faculty orientation, a member of the English department and the digital services librarian developed the grammar guide project. Students worked in groups to collect resources and develop examples on a grammar topic and worked with the librarian to create the research guide.

 

Using LibAnswers to Manage eResource Tickets

Presenter: Kelly Smith, Eastern Kentucky University (@kelly_smith72)

Date/Time: Sat, June 22: 10am – 10:20am

Description:
At Eastern Kentucky University, LibAnswers is used not just as a valuable chat reference tool, but it is also used to help manage electronic resources. Learn how to use tickets to track renewals, troubleshoot problems, communicate across library departments, and more. Find out how this approach can also help with training new employees and analyzing collection and service needs.

 

LibGuides Inheritance

Presenter: Kim Westbrooks, Jacksonville State University

Date/Time: Sat, June 22: 12:00pm – 12:20pm

Description:
Starting a new job can be intimidating, but navigable information sources can ease the transition. A retiring librarian at a medium-sized academic institution, Jacksonville State University, created and updated 21 LibGuides that eased the transition for the librarian entering his position. This presentation briefly covers how one librarian began an educational transformation into academic librarianship by using the inherited wealth of information stored in LibGuides by the previous librarian.

 

Using LibInsight to Reshape How We Assess Our Marketing & Outreach Efforts

Presenter: Jessica Kiebler, Berkeley College

Date/Time: Sun, June 23: 12pm – 12:20pm

Description:
In order to measure our positive impact on the college community, we designed an assessment workflow using a LibInsight form, which allows us to effectively assess and analyze programming and outreach efforts, which are aligned to our institutional goals and the library’s operational goals. Participants will learn about our library’s strategic method of reshaping our assessment processes and how we created an effective data collection form with LibInsight, all which work well for a multi-campus institution.

Product Overview/Quick Flashes

All times listed in U.S. Eastern Time.

LibAnswers Flashes:

LibCal Flashes:

  • Calendars + Spaces + Equipment… Oh My! – This flash will cover how all the components of LibCal work together including a quick overview of the Billing, Payments, and Discount Codes functionality.
    Dates/Times:

  • Appointment Scheduler: Meeting Your Users – This flash covers LibCal’s Appointment Scheduler for setting up one-on-one consultation appointments with patrons.
    Dates/Times:

LibGuides Flashes:

LibCRM Flashes:

LibWizard Flashes:

LibStaffer Flashes:

  • Staffing Workers, Volunteers, & Pages – Explore how you can use LibStaffer to schedule multiple service points all whilst juggling staffing availability and duties.

LibInsight Flashes:

  • LibInsight COUNTER 5 – Did you know that LibInsight is fully COUNTER 5 compliant? Explore our newest COUNTER 5 features and how it works in LibInsight to get you actionable data.

How The LTI Integration Tool Embeds Its Way Into Your Hearts

When Point Of Need Is Where It’s At!

You know where you ought to be. Point of Need has become one of those phrases that sounded awkward at first — but is now a philosophy that’s the foundation of a strategy. In the library’s effort to provide excellent service, meeting your patrons where they are certainly works toward anticipating their needs and reducing friction. It helps boost usage and your stats will provide supporting evidence to show your team is focused on getting people the help they need.

 

Read on to learn how George Hart at the University of Massachusetts – Lowell and Bernadette Mirro and Mason Yang from Marymount University are using the LTI Integration Tool in LibGuides CMS at their institutions to be… on point!

What Is The LTI Integration Tool?

LibGuides CMS is the advanced version of LibGuides. It does everything that a LibGuides system can do, plus a whole lot more. One of the features that’s included is the LTI Integration Tool. LTI stands for Learning Tools Interoperability – it’s a standard for integrating tools from third-party services into a Learning Management System (LMS) like Blackboard, Canvas, Brightspace / Desire2Learn, Moodle, Sakai, etc. If your courseware tool is LTI compliant then it will be compatible with our tool to seamlessly integrate content from your LibGuides CMS system into your LMS.

It’s not just about guides. You can customize your user’s experience by showing the relevant guides, librarians with the appropriate subject specialty, specifically chosen A-Z database results (for instance just those tagged Economics), plus library hours, the ability to book study rooms, and book appointments. You can even include your LibAnswers LibChat widget and search box! The most important thing is it all displays natively on the desired page.

Embed E-Reserves Into Courseware.

Library Director, George Hart of UMass — Lowell, with a LibGuides CMS system that boasts 836 guides, stopped into the Springyverse recently to be our special guest speaker for a webinar detailing how they’re using Springshare’s E-Reserves module inside their courseware tool to great success.

  • He talks about how they use the LTI automagic feature, which he calls “phenomenally powerful” because it “scales so well.” They used it for 92 sections of college writing.
  • They are mapping specific E-Reserves items for each section of the course.
  • You’ll learn they mapped 361 LibGuides to individual courses.

George says, “It’s an ideal way to integrate everything we have to share into the student’s experience. It’s complete integration. It’s just when they need it, where they need it, anytime.” For a little how to and to learn more about what George and his team are doing at the library at UMass — Lowell, watch the recording of this webinar Embed E-Reserves Into Courseware. You can also supplement that with additional stories on this topic.

Increase Resource Usage With LTI.

Marymount University’s Bernadette Mirro and Mason Yang carved some time out of their schedules to be our special guest speakers for their webinar on how the LTI tool is boosting everything from awareness of the library to their usage of ebooks and reference services. 

  • This is a story whose foundation is data. You’ll discover what they’ve accomplished in 3 years.
  • Their intention was to decrease the number of clicks to get to library resources and increase collaboration with teaching faculty, increase chat usage, ebook usage, and student & faculty awareness of LibGuides.
  • Discover how they’re using a “four-tier guide system.”
  • You’ll enjoy their awesome infographics that tell the tale of how their strategy to be efficient  — and to find opportunities to act on their data — helped them toward their goals.

Don’t miss this recording of the webinar Increase Resource Usage with LTI. You’ll start imagining how the LTI tool can work for your library. Making sure you are where you are needed most sounds like the mission statement on a superhero’s website. But it also sounds like something everyone should be prioritizing. Libraries provide an incredible service, but in this case — your superpower should be VISIBILITY.