The LibAnswers 24/7 Chat Cooperative Your Patrons Will Love!

Launching Soon! Going Live Feb 28, 2020 Add 24 7 or custom coverage hours

The 24/7 Chat Cooperative is Near-Ready for Take Off!

It’s an exciting time for us here at Springshare as we prepare to launch the LibAnswers 24/7 Chat Cooperative. It’s going live on February 28, 2020. To answer the demand for a look at how the Cooperative will work, we’ve set up more sneak-peek webinar dates in case you missed the first round because they were booked solid or the times didn’t work out for you.

Since our acquisition of QuestionPoint in May of 2019, we’ve been diligently working to build the infrastructure for the Global Chat Cooperative. We wouldn’t be Springshare if we didn’t add some super fun features. Plus, we’ve created opportunities for you to participate in the ways that make the most sense for your particular library needs.

The best part? Your patrons are the real winners as they get the help they need — when they need it. That’s a mission statement at its simplest and we’re geared up to help you make that a reality.

Just Now Hearing About the 24/7 Global Cooperative?

First things first! If you’re not a LibAnswers user yet, here’s a short overview video that gives you a tour and includes a deep dive into the LibChat features.

The LibAnswers Global Reference Cooperative can be added to an existing LibAnswers system and includes hundreds of participating librarians and 20+ Springshare MLS librarians, delivering the highest quality co-op reference coverage for libraries.

  • The LibAnswers 24/7 Cooperative allows librarians across multiple LibAnswers systems to provide collaborative chat reference.
  • Librarians answer patron chats on behalf of all member libraries within the cooperative.
  • This means, all of your patrons can get library help, even when your physical doors are closed.

The Flexibility to Serve Your Patrons.

Having options is the key to this 24/7 Cooperative unlocking possibilities for your patrons. There will be two global cooperatives to start, one for academic libraries and one for public libraries. We plan to add more down the line, for instance for law libraries, medical libraries, etc. You can also exercise the option to create your own local cooperative for your consortium, state, etc.

  • You will have the option to decide your coverage levels. You may want coverage 24/7, you may not. You can decide which hours you need a hand with based on your library and patrons.
  • You can participate in the Co-op or just get the backup coverage without participating.
  • You can get help with more than just chat services if you need it.

Prioritizing the patron experience is critical to creating a library that your community turns to and needs and loves. Anticipating the needs of patrons is a challenge because people are the ultimate variable. The LibAnswers 24/7 Cooperative helps you provide answers to questions

  • for the students who are in class all day and then work jobs to help pay for school and subsequently must do their research at odd hours.
  • for patrons who work evenings or the graveyard shift or start their days pre-dawn.
  • for library users who need to reach you during holidays or snow days or when they’re up late with a young baby and need recommendations for books on sleep training.

It’s hard to know when someone is going to need your help with research — because their teen just remembered an assignment on Ancient Rome is due tomorrow. Nor can we know when someone is going to suddenly find a need to see sample resumes and cover letters. We can’t anticipate what they’ll ask.

But there’s a chance they might want to talk with a librarian… after your doors are closed. Springshare’s 24/7 Global Cooperative can help you be prepared for that — and get them the answers they need. Come to a sneak-peek session and learn how it all works.

New Sneak-Peek Sessions Added!

All times listed below are in U.S. Eastern Time.

Can’t attend? Don’t worry. Just go ahead and register for any session and select ‘Watch the Recording’ on the sign-up form. We’ll send you the link to view the recording as soon as it’s available. To ask questions now or to get more information, contact us.

Webinar Schedule:

Get Tips, Ideas & Early Looks at Springshare’s ALA MW Booth!

We’ll Be There with Bells On!

The Springshare team is gettin’ Philly with it — packing bags, researching places to eat, and gearing up to meet you in Philadelphia, January 24-28 for ALA Midwinter. Our guest presenters are ready to rock. We’re focused on all the exciting tips, ideas, and strategies we’ve been prepping to share. Plus, you’ll get a special look at the new LibAnswers 24/7 Chat Cooperative. So make a plan to stop by Booth 1056. Our goal is to have you walk away with ideas you look forward to sharing… with the very next person you see!

If you’re not at liberty to make your way to Philly this year…you can be more than in our thoughts. You can be in tune and involved via our Facebook Page. We’re streaming select presentations LIVE. They will also be archived and available after the events on our Facebook Video Page.

Good to know:

  • You do not need to have a Facebook account to view the videos… just ignore the login/sign-up information and continue.
  • If you LIKE our page, you won’t miss out on future streams of guest speakers, etc.
  • If you adjust your Springshare notifications to ON, you’ll receive notifications in your Facebook feed for product updates, videos we share, and more!

Guest Speakers – Streaming LIVE on Facebook.

All times listed are in U.S. Eastern Time.

 

Taking LibGuides Beyond the Library

Presenter: Jen Hasse, University of the Sciences

Friday, January 24 – 5:45pm to 6:00pm

Jen will discuss using LibGuides as a tool for cross-campus partnership and community building. From guides created to promote and facilitate authors visits, book clubs, and film screenings to resources guides that support advising, student health and wellness, and other student support departments, LibGuides can go beyond the library!

 

 

March Mammal Madness & LibGuides: The Bracket for Animal Lovers

Presenter: René Tanner, Arizona State University

Friday, January 24 – 6:15pm to 6:30pm

When you think of March, you automatically think of March Madness. At ASU, they’re doing things a bit differently. March Mammal Madness is an educational opportunity to learn all about our planet’s species interwoven with a ‘sporting’ bracket to serve as a thrilling competitive experience. The entire tournament is housed in a LibGuide with a downloadable bracket and Rounds are narrated on Wakelet.

This flash presentation will discuss March Mammal Madness and hopefully get you inspired to get in the game at your Library this coming March.

 

Reaching Them Where They Are: Put the Library Where Students are Learning with LibGuides / LMS Integration

Presenter: Olivia Given Castello

Sunday, January 26, 2020 – 11:00am to 11:15am

Temple University recently established a “Library” button in the navigation menu of all courses in Canvas that shows an automatically matched guide from TU Libraries LibGuides system. By bringing library resources and services to students at their point of need, the Library button gives them easier access to these supports.

This flash presentation will show Temple’s Library button in Canvas, discuss takeaways from a pilot study on Library button usage, and highlights of the process of getting the integration approved with campus stakeholders.

Product Flashes: Overviews, Tips, and Ideas.

All times listed are in U.S. Eastern Time

LibStaffer:
LibStaffer: Staffing Workers, Volunteers, & Pages

Whether juggling multiple service points with different staffing needs and duties or handling restrictions on who can work when and for how long, LibStaffer takes the hard work out of staffing and scheduling so you have time for more important projects.

  • Saturday, January 25, 2020 – 9:30am to 9:45am
LibGuides:
Build-a-LibGuide: Census

Your patrons, students, and other library users will have questions about the 2020 United States Census – from why a national census is held, to how they will be counted. Be ready with all of the information they need. We’ll look at examples of guides all about the U.S. Census and partially build a LibGuide together.

  • Friday, January 24, 2020 – 6:30pm to 6:45pm
Build-a-LibGuide: 2020 Elections / Streaming on Facebook Page 

Looking to build a 2020 Election LibGuide? Join us as we’ll look at examples for 2020 US Election Guides.  From there we’ll do a partial build based on best practices for this guide type.

  • Saturday, January 25, 2020 – 10:30am to 10:45am
Customizing LibGuides with Google Fonts / Streaming on Facebook Page 

Explore customizing your system fonts in LibGuides using Google Fonts. For this session, it’s recommended that you have a basic understanding of CSS.

  • Saturday, January 25, 2020 – 11:30am to 11:45am
Using LibGuides to Promote Social Issues With Timely Responses / Streaming on Facebook Page 

All teaching librarians know – the most successful teaching sessions are based around an assignment, or project, or task. Why? Because contextual learning = long-term learning. That same equation applies when you connect learning resources with topical, current events. Users are far more likely to engage with and deep-dive into material when the subject matter is topical and relevant to them.

  • Sunday, January 26, 2020 – 11:30am to 11:45am
LibWizard:
LibWizard: Create Self-Paced Learning Tutorials / Streaming on Facebook Page

Teach Patrons to use eBooks, Databases, and Your Catalog. Literacy extends beyond your front doors. Create engaging, self-paced learning tutorials with live interactive websites, embedded videos, and more. Your patrons can engage with the library and expand their information literacy skills at the same time.

  • Saturday, January 25, 2020 – 12:00pm to 12:15pm
LibAnswers:
24/7 Chat – Join the LibAnswers Community

The LibAnswers 24/7 Cooperative allows librarians across multiple LibAnswers systems to provide collaborative chat reference. Librarians answer patron chats on behalf of all member libraries within the cooperative. This means, all of your patrons can get library help, even when your physical doors are closed. The 24/7 Cooperative is staffed by contributing member libraries and dedicated Springshare MLIS reference librarians.

LibChat: Meet them where they are with Screensharing

Need to see what the patron sees? Want to share your screen with them? Now you can!

LibAnswers: General Overview

Be Where They Are… On EVERY Device. LibAnswers is your multi-channel communication platform that empowers you to assist your patrons where they are (Facebook, Twitter, SMS, Chat) on every device.

  • Sunday, January 26, 2020 – 9:30am to 9:45am
LibCal:
LibCal: Calendars + Spaces + Equipment… Oh My!

LibCal – All The Components Work… Together. Make use of seamless integration within LibCal. Learn to Create an Event + Book Spaces & Equipment. Plus check out how to use Billing, Payments, and Discount Codes.

  • Saturday, January 25, 2020 – 3:00pm to 3:15pm
LibCal: Appointments: Meeting Your Users

See how LibCal Appointments help you promote and manage your time. See how to use appointments for Research Consultations. Explore the Sync with Outlook and Google feature. Envision using LibCal for your Student Tutors, too!

  • Saturday, January 25, 2020 – 3:30pm to 3:45pm
LibCal: Reservation Confirmed: Spaces and Equipment

Whether you have a few study rooms or tons! Join us for a 15-minute look at how easy it is to allow patrons to book spaces, places, and equipment!

  • Sunday, January 26, 2020 – 3:30pm  to 3:45pm
LibInsight:
LibInsight – COUNTER 5 / Streaming on Facebook page

See how COUNTER 5 and LibInsight work together to get you your data.

  • Sunday, January 26, 2020 – 1:30pm  to 1:45pm
LibCRM:
LibCRM: A CRM for Outreach Librarians w/ New Operational Emailing Functionality!

LibCRM is a Customer Relationship Management platform built for the specific needs of libraries. Offer a superior customer experience by gaining a better understanding of your users and their needs.

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

Happy New Year, Springyverse! We’re super excited to get new features out to you in 2020, including (later this year) the much-anticipated LibAnswers 24/7 Cooperative (go live date is February 28th for early adopters and May 29th for the whole cooperative)!

Our January release gets us one step closer to having live cooperative functionality and (of course!) includes great new features for LibAnswers, LibCal, LibGuides, LibWizard, LibInsight, and LibCRM. We also have one announcement about a change that affects all apps; we’re implementing this change due to a change in the way browsers will be handling cookies in the near future.

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, January 17.

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

SameSite Cookies

First up, we have a change to bring you that affects all Springy apps. With this code release, all Springy apps include the SameSite flag for all cookies that are set within our apps. This is all completely transparent to end users (so there’s nothing for anyone to do!) and it improves security for everybody involved. As a part of their effort to improve privacy and security all across the web, Chrome is going to start looking for this flag in all cookies with their February 4, 2020 release of Chrome 80. Other browsers are expected to follow suit in the coming months.

This flag is meant to prevent the malicious use of cookies, particularly in Cross-Site Request Forgery (CSRF) attacks. The SameSite flag indicates whether each cookie can be used outside the website that created it. Cookies without this flag will fail in the new version of Chrome, potentially hobbling some website functionality.

You can rest assured that your Springy apps will just keep on trucking and we will be monitoring closely to ensure all goes smoothly for our customers!

Want to know more? Read this post, this other post, or the Chrome team’s explanation for developers for in-depth details.

LibAnswers

We have so many exciting features to share with you! This release brings lots of polishes and updates to the new LibChat dashboard, plus a bevy of nice-to-have features across the board.

But before we get into the new features, a quick side note: if your site hasn’t yet switched to the New Chat Dashboard we strongly encourage you to give it a look and make the switch! The new chat dashboard contains extensive functionality that won’t be available in the classic chat dashboard, including things like dedicated Department group chats, Screensharing capabilities, improved transfer functionality, customizable views, internal notes at the end of chats, and much, much more. When you’re ready to make the switch, Admins can head to Admin > LibChat Setup > Settings to switch everyone over to the new dashboard.

LibChat Features

  • Chat transcript with system messages included.System Messages Included In LibChat Transcripts – Now when you view a chat transcript, in addition to seeing the back and forth chat conversation with the patron, you’ll also see high-level system messages so you know when key actions happened in the course of the chat. For this first release, you’ll see system messages related to the following chat actions: Chat Transferred, Contact Information Requested/Received, Screensharing started/ended, and Co-Op Fallbacks (where a chat was answered by a Co-Op after waiting for X period of time). To see this in action, head to LibChat > Transcripts and view a new chat transcript.
  • Improvements to Multi Chat Overlay View – The Multi-Chat Overlay View gives you the ability to view and respond to multiple chats in the operator UI at the same time. We’ve made several polishes to this view, with a basic goal of reducing the amount of real estate that’s devoted to the various UI elements, and devoting more real estate to the chat pane. We hope that these improvements will make it easier to view and respond to a multitude of chats at once. To see it in action, in the new chat dashboard, head to Settings > View chats in Multi Chat Overlay.
  • Improved In-Chat FAQ Search Capabilities – Instead of showing a FAQ search box in a modal window overlaid over the chat, we’ve moved the FAQ search capabilities to a tab within the chat interface, which will show up next to the “Contact Info” tab for any patron chat. Making this change means that you can now search and view FAQs while continuing the chat conversation with a patron. Even better, the new FAQ search can be launched in a separate window, so you can view FAQ content and the contents of the patron chat at the same time! To see this in action, open a patron chat and click the “FAQs” tab.
  • Improved Chat Transfers – We’ve added a couple of nice-to-have improvements to the Chat Transfer modal window! When you transfer a chat you’ll now see a note on the number of active chats that each chat operator is currently engaged in, so it’s easier to know who’s already really busy vs. who’s able to take on a new chat. We’ve also added a handy jump feature that allows you to jump to a 1:1 chat with any chat operator from within the transfer window, making it super easy to chat with other librarians outside of the patron chat transaction and see whether they’re free and available to answer a chat. To see these improvements in action, head to the new chat dashboard, claim a patron chat, and click the “Transfer Chat” button.
  • Updated “Who’s Online” Information – We’ve also added data on the number of active chats each user is currently involved in to the admin-only “Who’s Online” screen. To see this in action, admins can head to Admin > LibChat Settings > Who’s Online.
  • Streamlined Connection Alerts – Previously all connection messages were displayed indefinitely. They needed to be cleared/dismissed manually, which led to a really clogged status message and alerts screen. Now error messages will still display on screen, but when the connection issue is resolved the previous messages will expire and clear themselves from the screen, since they’re no longer relevant.
  • Disable Follow Up Functionality in Chat – By default, there are a number of points in a standard patron transaction where LibChat can prompt a user to create a follow up ticket in your LibAnswers system, for asynchronous follow up. If your site is using LibAnswers primarily/solely for chat, we’ve added a way to turn off these automatic prompts, so patrons won’t be prompted to create a ticket in your LibAnswers queues. To turn off this functionality, head to LibChat > Chat Widgets > Edit Widget > Enable patrons to submit follow-up Ticket request and uncheck the box.

Performance & Accessibility Updates

  • Performance Improvements – We’ve made a number of under the hood improvements to several pages and functions throughout LibAnswers. While you won’t see any obvious differences on the surface, pages including the LibAnswers Dashboard, the Ticket Answer Page, and functions like exporting LibChat transcripts will load faster and offer generally better performance than before!
  • We’ve added a missing Aria landmark to the floating LibChat button widget, so these will be properly recognized by assistive technologies.
  • We’ve added a missing aria-expanded attribute to the Ask Us widget, so it’s clearer to assistive technologies whether those widgets have been expanded (and should therefore be the active pane) or not.

Fixes

  • Missing Referring URLs in the System Status Management Module – Previously, chats that were started from the System Status Management Module were missing the referring URL information, so chat operators weren’t able to see the page where those chats were started. This has been fixed, so the referring URLs should now appear as they normally do!
  • Previously, when searching LibChat Transcripts, the initial question text wasn’t being included in the search results. Now, the initial question is included in search results, in addition to the rest of the transcript’s contents.
  • Reusing FAQs on Android devices – we discovered and squashed a bug that impacted folks using Android devices to answer tickets – for those folks, reusing an FAQ could fail in some instances. We’ve fixed this, so Android users can now reuse FAQs without running into unforeseen issues.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

Appointments

Features
  • Example of the Booking Details screen.A column for the Appointment Booking ID has been added to the Appointments Booking Explorer. Clicking on the Booking Id brings up the details modal for the corresponding appointment, where you can also edit the appointment details, if needed.
  • Outlook/Exchange Sync ID or Google Sync ID now displays in the Appointment details on both the main Appointments page (Upcoming Appointments list) and the Booking Details screen.
  • Accessibility updates:
    • Aria role/landmark information has been added to the Appointment public screens.
    • All content can be navigated via keyboard on the admin pages.
Fixes
  • The info icons on public appointment booking pages now line up correctly even when the nickname field has a lot of text.
  • {{{FIRST_NAME}}} {{{LAST_NAME}}} {{{DATE}}} {{START_TIME}} and {{END_TIME}} tags now display the proper information when added to the email subject in Appointments Reminder & Follow-Up emails.
  • Going to the Integrations area no longer gives a 500 error for users who had both the Google and Outlook integrations set up.
  • File attachments now correctly transfer over when transferring an Appointment from one user to another.

Calendars/Events

Features
  • The API now supports returning event registrations.
  • We’ve added a Google Calendar button to the public pages for events so users can more easily add events to their GCal.
  • We’ve removed the three year limit that was in place for creating future events.
  • Accessibility updates:
    • Aria role/landmark information has been added to the event pages public screens for accessibility.
    • All content can be navigated via keyboard on the admin page.
  • We’ve improved the process when cancelling registrations for past events when the event is part of a series.
  • When adding an event registration on the admin side of the system, if an event allows registration of multiple seats at once,  you can now register for multiple seats in that single admin side registration, just as users can on the public side.
Fixes
  • Publishing Workflow events that are approved/denied are now dynamically removed from the list, since they were processed. (Previously this required a page refresh.)
  • We’ve corrected an issue where users coming off the waitlist for a series linked event were not being registered for all remaining future events if their registration was modified for a single event in the series.
  • We’ve corrected an issue where changing a recurring events location from “No Location” to a booked space would not properly update the event.
  • We’ve corrected an issue where events in the ‘Draft’ state were being sent to Google Calendar if the LibCal calendar was set up to sync with a Google calendar.
  • The public page printout of a calendar once again correctly shows the names of the events each day instead of the number of events each day.

Equipment/Spaces

Features
  • We’ve added individual space summary statistics when running a specific Category in both the Equipment & Spaces stats report. There are now clickable links that will display a per-location bookings summary, per-location monthly breakdown, per-category summary, per-category monthly breakdown, per-space summary and per-space monthly breakdown.
  • We’ve modified the status in the Booking Explorer for bookings where 2-step verification was not completed on time to include this reason as to why the booking was canceled (Cancelled by System (Booking not confirmed)).
  • We’ve improved the Google Calendar disconnection process to ensure all the corresponding details will be cleared if the integration sync is disconnected.
  • If an Exchange calendar is shared with you (another user or a room/resource), you can now set up sync with that resource. You first authorize with your own account, then specify the other account/resource you want to sync with.
  • The Outlook/Exchange sync ID now displays wherever Spaces details are displayed (on the admin side of the system).
  • When adjusting the cost of a booking, there’s now an option to send an email update (including optional note) to the user who booked that space.
  • We’ve added the ability to modify the cost of a current booking to zero dollars in both the admin side availability grid and mediation pages.
  • When hovering over the equipment or spaces availability grid on the public pages, the ‘Available’ and ‘Unavailable/Padding’ status will now display and be read aloud by screen readers.
Fixes
  • We’ve fixed an issue where the ‘Create Event’ button was disappearing when a single space booking was cancelled from a booking that included multiple space bookings.
  • Equipment/space locations using K12/Daily hour templates no longer give an “Invalid Id” error if the public page is accessed via friendly URL.
  • The Booking Explorer now correctly displays cancellation times in the system’s time zone vs. the user’s browser.
  • We’ve fixed an issue where the “Info” button would no longer appear on the public spaces booking page when “All Locations” was selected and one or more spaces had information in their description field.
  • We’ve corrected an issue where the Equipment stats report was excluding bookings that had the “unpaid” status.

Hours

Fixes
  • Accessibility updates:
    • Aria role/landmark navigation has been added to the hours pages.
    • The ‘Weekly Grid’ widget’s ‘Previous’ and ‘Next’ buttons are properly labeled and we’ve addressed color contrast issues.
  • We’ve fixed an issue where the months and days of the week were not changing to the correct language if a language other than English was selected.

Misc.

Features & Fixes
  • The public pages now have labels to identify the input purpose on form fields.
  • Aria role/landmark navigation has been added to the LibCal homepage for accessibility.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Exciting changes to LibGuides to kick off 2020 include accessibility fixes and some language options additions.

Accessibility fixes

We have a few accessibility fixes for you in this release, and a hot tip for Mac Firefox users.

  • We changed the ARIA label for guide tabs from “Guide Page Menu” to “Guide Pages” to more accurately reflect the fact that tabs are not a “menu” but a navigation tool.
  • We hid the printer icon – just the icon – in the Print link from screen readers.
  • We added the role of “navigation” to the Breadcrumbs to more closely meet the WCAG guidelines.
  • We fixed the “Return to Top” link so that the focus moves to the top along with the page. We also hid the icon from screen readers.
  • We fixed the “Skip to Main Content” link so that the focus and the page both scroll appropriately when using keyboard navigation. See also the Mac Firefox note below.
One of our Springy family reported that when you hit the tab key in Mac Firefox, the focus never lands on links on the A to Z or other LibGuides pages. We investigated, and it turns out that Firefox is following a specific Mac OS setting that’s pretty easy to change. Here’s how:
  • Go to System Preferences > Keyboard > Shortcuts > Keyboard
  • At the bottom, check the box labelled “Use keyboard navigation to move focus between controls”.

screenshot

Language Key Updates

Language keys for system and guide blogs are finally here! If your system or groups of guides (LibGuides CMS only) are in another language, or if you would just like to change the wording for the system-provided labels in blogs, posts, and comments, now you can! Go to Admin > Look & Feel > Language Options > Language Customization > Blogs to get started.

Please note: if your system is in a language other than English, and you do not see this section after January 17, 2020, it likely means that we do not have default translated phrases for your preferred language. Would you like to help out with that? Please drop us a line, and thanks!

We also updated a few other language options:

  • We fixed an issue preventing the guide password page from showing the correct language options, if the guide was in a group AND the group used a language other than the system language.
  • We fixed an issue preventing language keys for Book Assets added to a blog post from inheriting the correct language, when the blog lived in a guide assigned to a group that used a language other than the system language.

LibAuth Updates

With this update we’re bringing group capabilities to OAuth 2 configurations in LibAuth. If your SSO solution is OAuth 2, and you’d like to use LibAuth to limit LibCal reservations or LibGuides E-Reserves to certain groups of people in your community, now you can!
Go to LibApps > Admin > LibAuth Authentication > create or edit your OAuth 2 configuration > Group Permissions tab to get started.
We’ve also added a more accurate error message for SIP2 authentications that are denied due to a block from the ILS. When a patron’s record is blocked and your SIP2 configuration is set to honor these blocks, the affected patron will be notified of the block.

Small Features and Fixes

  • We removed Google+ from profile social media options, since it’s not a thing anymore. Psst! This is going to happen in February.
  • We fixed an issue that caused a 404 error to be displayed if you edited a blog post that you found via search.
  • We fixed an issue that prevented users from rearranging pages in their mSite Builder sites.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

With this release, we’re introducing an accessible way of reordering the questions in the field editor, the ability to add individual feedback responses per question choices, improvements to rating choices display, and of course, fixed a handful of issues.

Reorder Fields via Dropdown

You can now reorder the fields in the field editor without having to drag and drop the fields around! We’ve added a field order dropdown on each field in the editor. Just click the dropdown for the field you want to reorder and select the new placement.

Reorder fields

Updates to Rating Fields

We’ve made updates to two rating field types:

  • The scale/slider rating will display a thumb label to indicate the value. Users can set the value as well by updating the input box next to the field.

    scale rating with input

    Scale rating with input

  • We’ve added options to display labels on either the top or bottom of the radio buttons rating type.
More Feedback Options for Multi-select Field Choices

Great news! You can now add individualized feedback to the answer selections for your questions by enabling ‘Display individual feedback’ on the ‘Answer Properties’ tab for your question. This is only available for multiple choice question types.

Individual Feedback Choices

Additional Features & Fixes:
  • You can a now customize the subject line of the email that is sent when someone submits a Form / Survey / Quiz / Tutorial. To update a subject line for an item, head to Form Options > Submission Behavior > Advanced Email Settings > Custom Email. This affects both emails that users can send themselves (when the option to allow users to send themselves a copy of results is enabled) and emails sent to addresses listed in the “Email Notify” option.
  • In Preview Mode, the ‘Ignore required’ setting now correctly ignores required questions that have the ‘Require correct answer to continue’ option enabled.
  • Fields now correctly inherit CSS styling set in the CSS section in the field’s Advanced Customization tab.
  • The help text for standalone tutorials displaying a website in the slide is now clearer (some websites do not allow their site to be displayed in an iframe).
  • Report charts are now keyboard accessible friendly.
  • We found that, for some Mac users, when editing an existing multiple choice field and trying to change the field type, the dropdown was frozen / could not be changed. This issue is fixed.
  • You now receive a warning if you try to save a question to the Field Bank that has the same type / name as a question already in the Bank. Continuing the save overwrites the field in the Bank. You also have the option to Cancel and change the name of the question before proceeding to save it in the Field Bank.
  • We’ve added the percent sign – % – to the quiz result display screen.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibInsight

We have a couple of exciting features to bring you as we open 2020. One is the long-awaited inclusion of Spaces & Equipment data for Calendaring datasets that are connected to LibCal systems. The other is a new chart type for Dashboards that we know you are going to love. We have a bunch of small updates, too!

Look Deeper Into Your Custom Datasets with Numeric/Multi-select Charts

New Data Labels option for charting data in LibInsight.This new option for Dashboard charts lets you display numbers from a Numeric, Currency, or Calculated field alongside values from a Multi-Select field! This cross-tab-like option will let you divide up a field that contains numbers by another field that describes those numbers.

For example, if your Reference Questions dataset contains a multi-select field for “Question Type” and the number of minutes spent on each, you can create a chart that shows how many minutes were spent on each type of question. Or, you can chart the number of program/event attendees by session type, audience age, or any other multi-select field in your custom dataset.

To create a graph like this:

  • Go to Dashboards > Edit an Existing Dashboard or Add a New Dashboard;
  • Add or Edit a row > Edit a chart > select a Custom Dataset;
  • Select a Numeric, Currency, or Calculated field to graph for the Y-Axis;
  • Then in the Data Labels field, choose the Multi-Select field to serve as your bar/column/pie slice labels.

Example of the new charting option, in this case showing the number of attendees for instruction sessions, by month for 2019, separated by instruction topics.

Display High-Level Spaces and Equipment Data in your LibCal Datasets

From this release, you’ll see the total number of bookings from the Spaces & Equipment that you have defined in your LibCal dataset. Similar to Events and Appointments, we’ll retrieve this number every day. You can chart them in Analysis, Cross-Dataset Analysis, and Dashboards.

Since this is a new integration, we will need a little time to pull in all of the past data once this code is on our production servers (i.e., the servers you use!), so you won’t necessarily see all of your past data the moment the functionality exists in your system. There’s a lot of past data available, since LibCal is a heavily used product, so please bear with us as we populate past data for all sites in all regions.

Data from the release point onward will update in your system each day, just as the Events and Appointments data do. It is just the back fill of past data that is going to take a bit of time to complete. We appreciate your patience as we make this happen for you!

screenshot
Here’s what the data looks like in a Cross-Dataset Analysis:

screenshotSmall updates and fixes

  • We fixed an issue that prevented switching to another dataset’s Record Data page from an Acquisitions or Circulation dataset’s Record Data page.
  • The date picker no longer resets when analyzing a Financial Dataset.
  • We fixed an issue with file deletion in the Counts/Aggregate dataset.
  • The ACRL dataset successfully loads again, as it should.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!
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LibCRM

In this round of updates, we’ve added an Operational Email module and a Profile Updates Log to the system, as well as improvements for the Bulk Import functionality, integrations with LibAnswers & LibCal, and fixed some issues.

Operational Emails Module

The Operational Emails module allows any account holder to create and send operational emails to multiple profiles at a time. Operational emails count as interactions with those profiles. The module also provides statistics like “Number of Opens” and “Number of Clicks”, among others. You can also create reusable Distribution Lists of profiles to avoid the hassle of manually adding the same recipients to different emails.

Operational emails are transaction or relationship based vs. marketing in nature. For example, Springshare sends operational emails to let our customers know when there might be scheduled downtime for a particular app or when an older version of an app is retiring.

This functionality must not be used for marketing purposes and must not include promotional content (e.g., newsletters, event promotions, etc.). We’ll be launching a Marketing Email module for these exact purposes later in the year!

Head to Emails > Operational Emails to:

  • Create a New Email: Configure basic settings, design the content / add attachments, select recipients, preview, and send. You can also save a draft of the email along the way, so you can come back and work on it again another time.
  • Manage / review / filter through all operational emails; filters include keyword, email name, owner, status, last modified, and date sent.
  • View Statistics: Number of recipients, number delivered, number bounced, opens, and clicks.
  • Edit Draft: Review draft emails at any time to complete and send them.

Operational Emails page in CRM

Bulk Import for People & Organizations

We’ve reworked the user interface of the People and Organizations Bulk Import pages to provide a better experience.

  • The instructions at the top were updated to better guide you through the process, particularly for the “add rows to the template” section.
  • The buttons to download the template / upload the import file / refresh the list have moved to the top right of the screen.
  • We’ve added filters (created by, status, errors) at the top to help you quickly locate information.
  • Import template files now include information about required fields.
  • Improved system and form fields validation: character limits, min / max fields, and other field value restrictions are now validated.
  • Improved performance to reduce loading time / time to delete bulk imports.
Projects

Filters available at the top of the Projects page.The Projects page now allows you to filter by several different fields right at the top of the page, making it easier than ever to keep track of the projects you’re working on. You can filter by Keyword, Title, Owner, Status, Updated (date range), End Date (date range) and/or number of members in the project.

Updates Log

The new (and awesome) Updates Log records and displays changes made to People and Organization profiles in the system. There is also a profile-level Updates Log page that displays changes made to a specific profile over time. In all cases, the Updates Log will show you the field that was changed, the original value, the updated value, the user account that made the change, and the date/time it was made.

  • Head to Profiles > People or Profiles > Organizations and click the View Updates Log to see the People Updates Log and Organization Updates Log. Each displays a list of modified People or Organization profiles, with one listing for each time that profile was modified / saved. The main table tells you what profile was changed, how many fields were updated, by whom, and the date/time the change was made. Use the filters at the top to narrow the list and click the View Details icon to see which fields were changed, the original value (if any), and the updated value.
    Sample log for the Profiles > People area.
  • If you want to see the updates for a particular Person or Organization profile in one place, head to that Person’s / Organization’s profile page and click the “View Updates Log” link. You’ll see a list of changes made to the profile: field, original value, updated value, who made the change, and date/time it was made.
    Sample log from a person profile.
LibAnswers and LibCal Integration Improvements

Currently CRM imports records of interactions in LibAnswers and LibCal as of 24 hours prior to the creation of a new profile. With this release, all transactions from LibAnswers and LibCal will be imported – right back to their very first interaction with that app! The integration tool can also request and import historical activity for any updated profiles in the system (i.e., if an email address or phone number is updated, historical activity can be requested).

You’re probably now wondering: what about the profiles that we’ve had in CRM for a while? No worries! The CRM team also updated the integration tool to fetch historical data for all the existing profiles in a system.

Other Features & Fixes
  • Navigation Bar – Fixed Search functionality to display the correct data.
  • People & Organizations – Improved page loading time.
  • All pages – Removed icons from the title.

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That’s it for this round of updates from Springy HQ. As always, 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 2020. We’re always here for you if have any suggestions or questions.

Ten Springshare Blog Posts of 2019 to Remember

A Quick Look Back…

Have you been writing the date and messing up? Yes, it’s 2020! Your muscle memory will give in soon enough but as we gear up to launch full scale into the new year, here’s a look at the ten Springshare blog posts of 2019 that deserve a second read. Looking back is more than nostalgic, it’s a great way to get excited about what’s to come.

Happy New Year, everyone! We wish you all the very best and look forward to working with you on your new goals.

 

 

1. Insights into LibInsight: The LibInsight Experience at two University Libraries

January 16, 2019

 

A piece of feedback that we consistently get from librarians is how much they love to hear stories from peers. Getting a glimpse of what amazing work is being done in other libraries is inspirational but furthermore, it’s instructive. It can also help teams see if they’re focusing on the same priorities as others.

This post showcases the work being done with LibInsight. Featured are the libraries at, both, City, University of London and the University of Pittsburgh.

Learn more about how they successfully streamline data workflows.

 

2. Arizona State Uses LibGuides for their March Mammal Madness

March 27, 2019

 

If you didn’t play March Mammal Madness last year, you have to read this blog post. It’s sure to have you counting the days until the 2020 event!

Founded by Dr. Katie Hinde, its superfans would argue that this tournament is far more exciting than the basketball counterpart. Read about the brackets, the wealth of information that’s shared, and the way it all goes down in the wild!

The enthusiasm for MMM is truly a phenomenon. Anali Perry shares how they use LibGuides CMS to organize the madness.

 

3. LibCRM Goals at UCSD Include Improved Patron Communication

March 22, 2019

 

Adele Barsh and Karen Heskett from the University of California, San Diego share how they’re using LibCRM, having imported 30,000 profiles into the system!

ICYMI, take this chance to have a look at how UCSD tackles cross-team communications and looks to better reporting to help them examine their outreach programs.

 

 

 

 4. Here’s A Real News Feed. Springshare Brings You LibFoods!

April 1, 2019

LibFoods Market

 

You know how much it means to us to develop the tools your library needs. The launch of LibFoods in 2019 was the highlight of our tech team’s year.

LibFoods means you and your patrons could be no more than 200 feet from food when you choose to set up our LibFood Pop-Up Stores. Have an Edgar Allen Poe-Boy or enjoy the Girl with the Dargon Tofu.

Or, if you need to stay put, get your food delivered via InstaBookCart. Those Game of Scones can easily be brought to your next meeting.

 

5. Guest Presentations from ACRL 2019 are Available!

April 22, 2019

 

The ACRL 2019 conference was in Cleveland and Springshare had an amazing lineup of Guest Presentations.

In this blog post, you’ll find links to the recordings of 13 presentations. Your fellow librarians discuss their use of Springshare tools like LibCal, the LibAnswers Platform, LibWizard, and, of course, LibGuides and LibGuides CMS.

Be sure to grab a snack and check them out. They’re informative and heaps of fun.

 

 

 

6. LibAnswers 24/7 Cooperative aka QuestionPoint Acquisition

June 4, 2019

 

Detailing our biggest news of 2019, this blog post followed the press release announcing Springshare’s Question Point Acquisition.

It summarizes the main points regarding transitioning existing Question Point customers onto the LibAnswers 24/7 Cooperative.

You’ll also learn more about why Springshare is so excited about this acquisition and what our vision is for the future of the Co-Op.

 

 

7. Using LibAnswers for Library Security

July 8, 2019

 

Sharing interesting additional uses for our tools is one of our favorite things to do here at Springshare. The tools are so flexible. Focus on the features and you’ll think of many applications!

This post does exactly that. You’ll discover how to use the LibAnswers system as a tool to record and keep track of incidents that happen in the library.

Perhaps you discovered a broken window. At times there are altercations either between patrons or involving a patron and someone on your staff. Did someone report a stolen laptop?

Read about how LibAnswers is a great solution for handling security issues in your library.

 

8. Letters From SpringyCamp – Recordings Available!

August 8, 2019

SpringyCamp 2019, Watch Recording

 

This year, our SpringyCamp virtual conference took place on July 31, 2019. We look forward to SpringyCamp every year because it’s full of fun, knowledge sharing, and community building.

Here, we include the recordings of the SpringyCamp presentations — in case you’re feeling nostalgic for the campfire songs or if you forgot to write home about them!

 

 

 

 

9. Using LibGuides, LibCal & Equipment Booking For Makerspaces

September 25, 2019

LibCal and Equipment Booking in makerspaces

 

Supporting people’s desire to roll up their sleeves and make something, we have a blog post dedicated to the Makerspaces popping up in libraries everywhere.

With step-by-step advice on how to use LibGuides, LibCal, and the Equipment Booking module to get the word out, organize and schedule your makerspaces, this is an excellent how-to read.

 

 

 

 

10. King University Uses LibWizard To Create A Game Focused On Information Literacy

October 16, 2019

 

If you’re looking for a game-changer to help you teach Information Literacy, we share a story that does the trick! Emily Krug at King University created a game called the Battle for the Oval Kingdom designed to introduce the concepts of Information Literacy.

We’re inspired by her creativity and are thrilled to share how she put it all together.

Springshare Support is Closed as We Celebrate the Holidays.

Springshare Support is Closed for the Holidays…But We Have Fun Stuff in Case You’re Open!

We’re taking some days off to celebrate the holidays. You can expect Springshare Support to be closed on Tuesday, December 24th and Wednesday, December 25th. While we’re at it, looking into the future a bit, we will also be closed on January 1st.

But, we know that some libraries will be open and are working hard to get the word out. For those of you with a skeleton crew holding down the fort, we’ve got some fun stuff to get you and your team through the quiet stretches. You’ll pass the time between patrons, learn new skills, and accomplish some super cool things.

Make the Most of Your Time

  • SpringyU – We recently launched SpringyU. It’s all about self-paced learning. You can choose to learn with Blocks or beef up your skills to take on your library’s priorities with Courses. If you’ve got 5 minutes or a lot more than that, you can attend SpringyU right from your chair. 
  • SpringyNews – Find yourself in the midst of a slow period at the desk? Peruse our latest newsletter. It’s full of tips and tricks for optimizing your use of LibGuides and our other tools. You’ll be able to catch up on the latest announcement regarding the LibAnswers 24/7 Co-Op, and more.
  • Springshare Buzz – Want to watch a short overview of LibCRM? Or perhaps you’ve been hearing a lot about the LibAnswers Co-Op but don’t know what it is? Does a LibWizard 3-minute at-a-glance video sound exactly like what you’re capable of handling today? Check out the Product Highlights page on the Springshare Buzz Site for quick looks and more. 
  • Catch up on Updates – It’s really helpful to keep up with all the new features and fixes for Springshare tools that are now available to you. You can read the blog post on the updates from the November code release. Or, to catch up on October and November highlights, take a look at the updates page in the most recent newsletter.
  • Opt In – for the gift that keeps on giving. Or follow us on Facebook and Twitter so you can check out the stories we’re sharing all year long.

Springshare is so grateful for the opportunity we have to work hard to make library life wonderful and to help you make the patron experience better and better. Thank you for sharing with us your extraordinary feedback, suggestions, wishlists — and for the positive example of true dedication. See you in the New Year!

Tis the Season for (spring)Sharing – Tip #2: Keep Patrons Informed

Tip #2 – Keep Patrons Informed

We’re getting down to the part of the season where there are atypical hours and even closures either due to inclement weather or observed holidays. Just as important, there are some libraries that are anxious to let patrons know that they will, in fact, be open. LibAnswers has so many features in place that let you get ahead of the questions by taking a few proactive steps to keep your patrons in the know.

 

Honor Your Social Obligations 

The LibAnswers system has a Social Media Management tool built into it. Most libraries use it to broadcast details on all the fun happening at the library, but don’t forget, besides reminders, it’s designed to help you plan ahead, too! You can create and schedule Tweets, Pinterest pins, and Facebook posts — all from right inside LibAnswers. So, make sure to utilize these channels to let your patrons know:

  • About any changes to services at your library
  • If you’ll have adjusted or abbreviated hours
  • And, share any days you will be closed

Just go to Social > Create >  Select the Channel (Facebook, Twitter, or Pinterest). Customize your message and schedule it to post at a future date and time. You can do this to maintain a social media presence even when you’re not open, or just to keep ahead of your to-do list. It doesn’t have to be critical FYIs… schedule any post!

Get Proactive About Your Answers

The beauty of LibAnswers is that — no matter which channels a patron prefers to use to communicate with your library, you can be there just by signing into the LibAnswers Platform. To save you and your team a lot of time during these weeks, write out the answers to your super popular FAQs of the season and then place them everywhere you need them.

  • FAQs – Wish you had Seasonal FAQs for those who like to search for answers? You can have them with the Status Change feature! Create the FAQ > select Change Status > opt to Schedule a Status Change. This means you can change the status to published just at the beginning of the season so that it’s not in the system all year confusing people. Instead the seasonal FAQ can be published when you want and then also be unpublished at a date you choose, as well. These can also be useful for extended hours during finals, etc. 
  • Macros – Create a few macros for tickets and SMS messages. When those queues fill up with questions like, “How late are you open today?” you can effortlessly tackle them one by one with your macros in place.
  • Canned Messages – LibChat allows for system-wide canned messages. So, Admins, go ahead and create some ready-to-go answers for your whole staff to use when chatting. Label them Thanksgiving Hours, Exam Hours, Holiday Closings, etc. Just be sure they’re clear at-a-glance because chat is a speedy endeavor, then let the team know they’re available for use! These canned messages can be easily re-ordered so that you can move them to the top when the time is right!

Have a Backup Plan

Some libraries operate with minimal staff during these last weeks of the year. Find out who is going to be part of that skeleton crew and see if they’d be willing to be set up as a fallback monitor to be designated in your LibChat widget. For instance, if the Reference Department monitors the widget for questions that come in, see if Circulation would be okay to have new chats sent to them in case the Reference Department is offline. It’s also possible to select specific operators. LibStaffer could help you know who’s working.

This time of year, doesn’t have to be so unpredictable. When you are open, use the Internal Notes field in Reference Analytics to leave a tag like “Holidays”. It will help you search for all the transactions — for which you recorded analytics from live ones to chats to tickets, etc. — that happened during the holiday season. This data will help you see if your patrons are engaging pretty heavily or even at a normal level with the library, or if it’s really quite slow at this time like you imagine it would be. Let the data replace the guesswork.

From all of us at Springshare, “Enjoy the rest of 2019 and we’ll see you in the new year!”

LibAnswers 24/7 Global Cooperative

Interested in looking ahead? We have a recording of the LibAnswers 24/7 Co-Op Sneak Peek session for you to view. To watch, click here.

Tis the Season for (spring)Sharing — Tip #1: The Eventful Library

Tip #1 — The Eventful Library

What’s on the schedule for these next three weeks? Is it chaos, or cookies? This time of year, most libraries have event calendars that are jam-packed! LibCal is just as full of tremendous features — as your libraries are of eager patrons. Let’s make a list (and check it twice) of the ways you can ensure that you’re doing your level best to keep your library eventful and jolly.

Everything’s Better When You Make it from Scratch

While we do have options in place to make it easy for you to set up repeating events, December calendars tend to have a lot of unique offerings. Start from the beginning by taking advantage of the integrated space and equipment booking feature. At event creation, go ahead and reserve the auditorium for the Winter Poetry Reading and, while you’re at it, reserve a podium, microphone, and that projector to mimic falling snow behind your readers. Don’t forget to use the setup and teardown padding, if there’s a lot to do.

 

 

The More the Merrier

Marketing can be an intimidating concept. Just remember that there’s a reason people judge a book by its cover. A picture’s worth a thousand words. LibCal allows you to draw your patrons in with featured images — both in the Daily List view and, more recently, the Daily Card view. This can be done even after the event has been created. So, put your best photo forward and pull in those attendees! With the right image, that Ugly Knitting Party could easily become a hot ticket.

Don’t Cut Off the Tags

Tags are good when you’re creating events. Want to ensure the tags work for you? You’d have to always remember to add the Audience and Category right from the start. To establish this as part of the process, you can make the fields required for all new events. The Audience can be adult or all ages, faculty or first-year students. Have as many as you like. They’re easy to create and manage. Categories allow for even more filtering. LibCal has System-Level Categories and also Calendar-Level Event Categories. These designate the kind of event like Book Club, Crafts or Holiday, etc. Using these tags will help your patrons find events that might be of interest to them. One might be looking for a craft event for teens. Someone else might be looking for database help for transfer students. You’ve got all this excellent programming lined up, make sure your patrons can find events and get excited about them.

If registration is required, make sure that you encourage patrons to register by creating an Event Button that you embed on your library website, in a related LibGuide, or anywhere you know your patrons are visiting.

 

Enjoy Top Billing

The Billing feature in LibCal allows you to have integrated online payments natively built right into the system to collect payment online via card or in person. If you’ll charge patrons to attend some of the special events at your library this month, you’ll be happy to know that you won’t have to push folks out to some other external site when it’s time to pay. Having a 3D Printer event where people make snowflakes? They can pay for the event right at the moment of registration or opt to pay at the event.

In our October update, we modified the status and processing of refunds for in-person payments. Now, if a booking or registration that was paid for in-person is canceled, the status will change to “refund due”. The Springshare team has worked very hard to make sure you and your patrons feel comfortable with the whole process. Not having to go to out into the cold to, yet, another interface is part of that. Billing currently supports five currencies and you can, of course, see a record of all completed payments, refunds, and cancelations. You know how frustrating it can be to untangle a string of lights. LibCal keeps your records straight.

 

So, go ahead and promote those “Hot Cocoa Mixers” and your “Hit the 2020 Ground Running” resume workshop. LibCal features make it easy to have successful events time and Father Time, again. And, if you really want to be a star, send out a LibWizard survey afterward!

 

Practical LibInsight Use-Cases To Deliver Data Success

In case you missed our webinar series last month on LibInsight, you can watch the recordings!

We discussed practical use-cases covering targeted ways you can use LibInsight to transform your data into powerful intelligence. Plus, we had one guest speaker covering how they’re using LibInsight to Plan, Report, and Deliver Customer Service Excellence.

These short recordings will deliver a lot of helpful information in only 30 minutes… talk about getting the most use out of your limited time.

Using LibInsight to County Library Activity (32minutes)

Are you ‘counting’ things at your library? Like how many library cards were issued last month? Or events you had last year? Or total gate counts last quarter? This recording covers ways you can use LibInsight to keep track of things you’re counting, plus ways you can use it to do calculations for you!



Analyzing COUNTER r5 eResources with LibInsight (31minutes)

This recording does a quick overview of how LibInsight ingests and displays COUNTER r5 eResource data plus cost/invoice data to boot. Working with a vendor who isn’t COUNTER r5 compliant? No worries, the recording covers that too!


Using LibInsight to Plan, Report, and Deliver Customer Service Excellence (34minutes)

Want to see how a library is using LibInsight? Guest Speaker Derek Mackenzie, Head of User Services at the City, University of London Library joins us and shares his experiences using LibInsight for library planning. Plus, he discusses how the library won the Customer Service Excellence (CSE) award using data from LibInsight.


If you’re looking for more in-depth LibInsight training, check out our training recordings!

Springshare Support is Closed in Observance of Thanksgiving

Finding Springshare Help During Thanksgiving

As Springshare is observing the upcoming Thanksgiving holiday, Support will be closed on Thursday, November 28th and Friday, November 29th. We will be back up, running, and answering questions on Monday, December 2nd.

We look forward to spending time with our families and friends. We are grateful for so many things, including the fact that we work with some of the greatest people in the world…librarians and those who love and support them! During these two days, should you find that you have questions about our tools, we have lots of amazing help available to you!

Springshare Support Tools

Ask Springshare: Springshare Help Center

Search for help by Product or simply enter your search into the search box. Each Product homepage has a list of related topics for that product and further refining available through keywords on the right.

You’ll also find Springboards within the Ask site: FAQs on larger concepts / workflows that guide you through related tasks, pointing to the appropriate (narrower) FAQs along the way!

Ask the Community

Ask the Springy Community on the Springshare Lounge! Consulting with your peers is often the best way to get questions answered. The Lounge is organized by group (including by library type) and is a source of excellent advice.

Training

Training Recordings: We have videos on everything from Building a Guide to Restricting LibCal with LibAuth to LibInsight Custom Datasets, and more. We also have many shorter recordings on various topics in our Training Tidbits and 5 x 5 sessions! There’s a wealth of information in these videos.

Training Webinar Calendar: As you’re perusing through our documentation, watching training recordings, or talking with other clients on the Lounge, you may also want to take a peek at the upcoming live sessions on our training calendar. Now’s a great time to plan for December, including a workshop on creating content rich guides, LibWizard v2, and LibGuides winter Springy cleaning (2 times available)!

In addition to our Help Center, we also have these amazing sources of information:

  • Springshare Blog – Do you have questions about the latest updates to hit your Springy tools? Want to learn about ways people are using Springshare’s products? The blog is overflowing with good stuff. But you probably know that…because you’re here right now! Share the link with a friend.
  • Buzz Site – For heaps of information on tools you have or those your library is considering, head to the Buzz Site. You’ll also find Client Stories, Client Presentations, and our Newsletters there.

Again, we want to express an enormous amount of gratitude to our clients around the world for choosing to work with us here at Springshare. For those of you who are also observing this holiday, Happy Thanksgiving to you and yours.

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

Ahhh, November…how did you get here so quickly? Many of us here in Springy-land recently saw our first snowfall of the season and we’re all thinking about what we’re grateful for: you! What better way to show how much we appreciate you than to give you a whole new round of features & fixes?

These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, November 22.

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

LibCal

Check below your Appointments grid / public pages link to see when your acccount was last synced.Appointments

  • Are you syncing Appointments with Google or Exchange/Outlook? Now you can see the last time a calendar was synced! Head to your Appointments page to see this information.
  • If an account is only associated with one category type, the availability grid and public time slot offerings now correctly display the appropriate slots / padding for just that category.

Billing

  • Discount code tokens in the default email template are now correctly appearing in the emailed payment notification.

Calendars/Events

Features
  • When emailing attendees from the Manage Event > Email Attendees page, the logged-in user sending the email is now BCCed.
  • Calendar email templates now accept up to 65k characters, so you can give your patrons a few more event details.
  • We’ve removed the previous 30 day limit for the event multi-date picker so users can add events that are more than 30 days into the past.
  • We’ve added a category class to the homepage Calendar template to allow users to target it with CSS.
  • The Google Calendar integration logic has been modified so the ‘Initial Export’ button will always be available when the credentials are changed/re-saved.
Fixes
  • The “Register!” button no longer shows for events with no open seats / waitlist seats remaining.
  • Users coming off of the waitlist for a series linked event now see correct dates in the email they receive.
  • Using quotation marks in an email templates subject line no longer strips out text after the first quotation mark.
  • Users will no longer be moved from the waitlist to the registered list or receive a confirmation email if the event has past.
  • Calendars now properly displaywhen using the Multi-Calendar view while your system is set to display in French.
  • We fixed an issue when using the custom date/time option for “Registration Opens” in Events. Registration will now open at the correct time and date when the System Date Format DD/MM/YYYY is in use.
  • When adjusting the date or times in an event, the location selected will now automatically be re-checked for availability against your new date or time.
  • The category field is now included within a calendar’s iCal feed.
  • We’ve fixed an issue in the Event Explorer where the ‘No Campus/Library’ selection for the ‘Campus’ filter was not working.
  • Calendar email templates now only display valid tokens in the email preview. Invalid tokens will display in the preview as blank.
  • The ‘Full Calendar’ widget has been fixed so the widget displays the full calendar and any events clicked on within the widget will display in a new window.
  • We’ve corrected an issue on the public page event search. When a user is on the “Month” view of a calendar and is looking ahead to future months, searching keywords will now bring up events in those future months.
  • We’ve fixed an issue where the {{CAMPUS}} email tag was not being shown in the Event Confirmation emails.
  • Calendar level permissions for users are now included only in the Settings > Calendar Permissions area and not in the Settings > Calendar Settings module.
  • If you’re using the “Calendar (Old Look)” component on your system’s homepage, it now starts the view at the correct time.

Equipment/Spaces

Features
  • We’ve begun adding granular user permissions for ‘Regular’ users.  You can now:
    • Restrict Regular users from creating bookings;
    • Restrict Regular users from editing bookings;
    • Disable the ‘User Showed Up’ field for Regular users;
    • Allow Regular users to create bookings, but require that they be mediated;
    • Disable the ability for Regular users to check in / out equipment items.
  • Disconnecting Outlook/Exchange at the Equipment & Spaces > Location level will now
    disable the sync at the individual Space level.
  • You can now add and edit costs on the mediation approval/denial page.
  • You can now modify the cost on an existing booking from the availability grid.
  • We’ve added missing aria role/landmark information to the public booking pages.
  • All elements on the admin pages can now be navigated via keyboard.
Fixes
  • We’ve resolved an issue with the statistics module where ‘Time Available’ showed as zero and the pie graph was inaccurate if a date overlapped with a deleted Equipment & Spaces hours template.
  • The Spaces booking explorer status filter once again works properly when filtering by ‘Form Answers’.
  • Screen readers accessing booking slots on the availability grid on the public pages will also read back the status of each booking slot, instead of just the color.
  • When creating a recurring booking on the admin side of the system, the list of clashes for that booking is properly displayed vs. showing an empty list.
  • We have resolved an issue where editing a space booking for a space that is connected to Outlook caused the booking to display both the user name and email details in Outlook instead of what was selected in In the Exchange/Outlook Title Setting area.
  • The Spaces privacy scrub will no longer scrub data for future Spaces bookings in a recurring booking series.

Hours

Features
  • We’ve removed an accessibility issue where a user was getting stuck on the Hours page / in its widgets when using keyboard navigation.
  • We’ve added labels to the ‘previous’ and ‘next’ buttons on the department hours table.
  • LibCal’s first Hours REST API 1.1 endpoint has been developed! It pulls opening hours based on location id(s) within a certain date range. Head to Admin > API for more information about this endpoint.
  • Non-English sites using Opening Hours on their LibCal homepage can now replace text within this content type. These new language keys can be found in Admin > System Settings > Language Option > Custom Language > Daily Hours Widget.
Fixes
  • We’ve corrected an issue where the Hours API was returning the “currently_open” value incorrectly if the location was open past midnight.
  • The button to add another custom hours time block will no longer appear if you have reached the maximum number of time blocks allowed.

Misc.

Features & Fixes
  • For users enabling OAuth 2 sync, LibCal now supports ‘Accounts in the organizational directory only’, Accounts in any organizational directory’ and ‘Accounts in any organizational directory and personal Microsoft accounts’ during Microsoft Azure App registration. Previously, ‘Accounts in any organizational directory and personal Microsoft accounts’ was required.
  • Admin-side accessibility fix: all elements in the Appointments, Spaces, and Equipment Booking Explorers and the Calendars Event Explorer can be selected using keyboard navigation.
  • If the text of an email template has been removed, the preview will now indicate that there is no body text instead of showing a misleading “invalid template” error message.
  • We’ve corrected an issue where canceled Appointments and Spaces bookings were creating emails in the Outlook drafts folder when username/password Outlook syncing was enabled.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

We have been working on a bunch of back-end improvements to LibGuides and also have these improvements for you!

Accessibility Updates:

  • We corrected a missing form label for the Google Search and Poll Asset types.
  • ARIA labels are updated to allow a Guides search widget and an AZ search widget to live on the same page.
  • We added an ARIA label for the email address in the command bar on the admin side.
  • We added an indication to the Help link on the Command bar so that screen reader users are notified that this link opens in a new window.

Additional Fixes:

  • Missing screenshots on the LibGuides Community site have been updated.
  • If a guide’s type is set to “Internal,” it will only appear in search results for users logged into LibApps.
  • We fixed a CSS issue that made the Blog page search button misaligned.
  • We fixed an issue that was causing former LibApps Administrators to remain listed on the Dashboard.
  • When you’re viewing an individual draft blog post, you’ll now see that it’s marked “Draft.”
  • We fixed an issue that caused the Table Tools in the Rich Text Editor to gray out on occasion.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Forms, Surveys, Quizzes, and Tutorials – New Features!

Preview Options by Device (all types)

Click the ‘Preview’ button when editing any item and you’ll now see device options along the top. Check out what your form, survey, quiz, or tutorial will look like when viewed on a desktop, tablet, or mobile phone!

Image Choice (Surveys, Quizzes, Tutorials)

We have a new multiple choice field called Image Choice for Surveys, Quizzes, and Tutorials! Add an image for each choice by either uploading an image file or entering the URL of the image from the web. You can also add an image caption, which can either be hidden or displayed below the image (recommended).

Image Choice Survey

Additional Features & Fixes:

  • Forms / Surveys / Quizzes / Tutorials:
    • Dates on the ‘Review Your Response’ page now correctly match the date format of the field.
    • Sorting on Name, Owner, and Created date now works as expected on the landing pages for all item types.
    • We’ve fixed an issue where having a required checkbox field with a ‘jump to’ field rule did not jump to another page when the checkbox was selected. Now all jumps are successful.
    • Adding an initial ‘jump to’ field rule on the first page of an item (before the first page break) no longer makes the first page disappear.
    • Prefilled URLs no longer make the choices appear selected, even though they aren’t.
    • We’ve improved the “Advanced Email Notification Settings > Conditional Email To…” functionality: if a field being used for the “Conditional to” setting is deleted, that option is automatically disabled; the field requires at least one email address; a warning is displayed if the field selected is required in order to continue, stating that the email will be sent based on the users’ first answer attempt.
    • Radio/checkbox multiple-choice fields with both vertical display (multiple columns) and sorting alphabetically, the sorting is now top-to-bottom in each column (vs. left-to-right in each row).
    • We’ve updated the button layout for all editor pages: the Preview link is now a link on the right hand side, above the Workpad; Revert Changes has been removed; Share/URL and View Reports now have a dark background color.
  • Reports:
    • We’ve fixed the issue where filtering reports submitted From and To dates did not include the To dates.
  • Accessibility:
    • We’ve updated the button colors on the admin side to ensure the color contrast is over 4.5:1.
    • We’ve added screen-reader only text to let users know if a link will open in a new window.
  • Admin Settings:
    • We’ve updated the name column in the Admin > Accounts and the “Import LibApps Account” lists to sort by Last Name, First Name.
    • We’ve added additional strings in the Admin -> Language Settings area, so you can modify them, if you wish.
    • Removing an Account no longer unassigns items from the Admin level user removing said account.
  • We’ve updated the tooltip help texts format to include related links to documentation about that item/topic.
    Help Text
Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Clear shift assignments for one person in a schedule or all.Schedules Features & Fixes
  • A staff selection filter is now available on the Clear/Delete shift process, so if you need to take a specific staff member off of shifts for a specific date range, you can!
  • Multi-Schedule View:
    • Shifts are now displayed by shift/schedule name instead of staff/account name.
    • When filtering by account(s) with the time off overlay enabled, scrolling to the next day/week/month now correctly retains the filtered account selections.
  • The “Auto-Scheduler Maximum Per Week” setting once again saves properly when creating a new shift.
  • We’ve updated the Auto-Scheduler modal to combine the “Don’t schedule a person in back-to-back shifts” checkbox and “Allow Grace Period?” dropdown, since their purposes were quite similar! Now there is one field called “Minimum duration between shifts”, which has an option for “No minimum duration” if back-to-back shifts are okay, and then a list of options if you want to ensure that users are not scheduled in back-to-back shifts.
    The two options for preventing back-to-back shifts have been combined into a single field.
  • We’ve corrected an issue where tooltips would get cut off at the edges of the schedule widget’s iframe.
Time Off
  • Calendar Page:
    • You can now click on a date to add time off (vs. always having to click the button at the top of the page).
    • Each Admin level user or Regular user with Schedule Admin permissions can set a default staff selections view for this page, meaning that by default, you can limit the view to only certain staff vs. everyone in the system. Simply choose the users you want to see in the default view and click “Set as Default View”. The next time you visit that page, you’ll automatically see that filtered view.
      Click the Set Default View button to view your filtered list every time you go to the Time Off page.
  • Approval Page: We’ve extended the records shown on the ‘Time Off Approvals’ page to include any un-approved Time Off records from the previous week. This is helpful, for example, if someone submitted a sick day request on a Friday when the approving manager was out of the office (and there’s no one else to have it fall back on). You could see it on the Time Off calendar and click to approve it there, but you’d have to go look for it there. Now it’s right on the approvals page for you to review and track!
Reports
  • The Scheduled Shifts report now includes optional ‘Position’, ‘Location’, and ‘Department’ fields. Click the “Show / hide columns” button to include these fields on screen.
  • Interested in seeing more details about an account’s swap / given up shift history? Head to the Swaps & Given Up Summary report and click the new blue info icon to see the account’s history, including the account that claimed the shift.
Workflow Forms: Submissions Explorer
  • Attach files to and remove files from a note on any workflow form.
  • You can now also delete entire notes in workflow forms.
Misc. Features & Fixes
  • We’ve updated the Available Hours settings page to make it clearer when you have not yet set any available hours. You’ll now see a message stating available hours have not yet been set along with a button that allows you to set them up.
    Go to your account settings to set up your available hours.
  • Creating a new user or clearing an Available Hours list now correctly makes that user available for any hours/shift.
  • The Clock In / Clock Out modal button is now disabled once it’s clicked, in order to prevent creating duplicate records if it is inadvertently double clicked.
  • We’ve added a tenant specific endpoint support for OAuth2 integrations, so you can set your integration up using any of the three options provided by the Microsoft Graph API service (‘Accounts in the organizational directory only’, ‘Accounts in any organizational directory’, and ‘Accounts in any organizational directory and personal Microsoft accounts’).

Upcoming LibStaffer Training Sessions: Check out our recorded sessions!

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LibAnswers

With this release we’re bringing you a new feature for tagging chat transcripts, a new chat dashboard option for splitting Internal chat content into its own tab, a host of accessibility updates and a few fixes to boot.

New Features:

Tag chats with one or more tags from your system.Tagging Chats

It’s now possible to tag chat transcripts / interactions! Users can tag a chat (using the same list of tags that are currently in use for tickets) either while the chat is in progress, or after the fact via the chat transcripts tab. Chat transcripts & stats can then be filtered by this tag. Chats can be tagged via LibChat > Transcripts > Quick View > Add Tag, and you can also tag a chat while it’s in progress using the new tag chat icon (new chat dashboard only).

Option for Moving Internal Chats to Its Own Tab:

For users who’d like to dedicate more screen real estate to patron chats, we’ve added a new account setting that will allow you to move Internal chat content – including department chats and op-to-op chats – into its own tab. Using this option will give you more dedicated space for managing patron chats. To edit this setting, click on your email address in the top right corner of the screen and head to Account Settings > LibChat Settings.

The "Use Internal Chat Tab" box is at the bottom of the "LibChat Settings" area of your user settings in LibAnswers.

Widget Setting for Follow Up Queue

We’ve added a widget setting so users can identify which LibAnswers queue should (by default) receive follow up tickets created from chats that start in this widget. To set a default follow up queue for your widgets, head to LibChat > Chat Widgets > Edit Widget > Follow Up Ticket Queue.

Use the Preview icon in the ticket listing to quickly review a ticket.Quick Look Option in the Knowledge Base Explorer:

We’ve added the same quick view preview modal that’s available on the Dashboard to tickets in the Knowledge Base Explorer, so you can preview any ticket’s contents without jumping to the full ticket view. To see it in action, head to Answers > Tickets > Quick Look.

Accessibility Updates:

  • Some screenreader users were having a problem where messages from the librarian in chat were not being announced. This is now resolved, so screenreader users will be informed as soon as a reply from the librarian is sent.
  • We’ve addressed a couple of aria label issues in chat widgets, so the “start a new chat” button, “how did we do?” satisfaction question, and the chat sound toggle now all have the proper aria labels.
  • We’ve addressed a couple of contrast issues in the LibChat widget, including the “close” link in the closing LibChat screen and the text for “connected” and “disconnected”.
  • LibAnswers widgets now have unique IDs assigned by default. Previously, these widgets were not being assigned a unique id, so if you had more than one of them embedded in the same page, you could wind up with page errors as the same element id was used more than once.
  • Focus wasn’t being directed to LibAnswers pop-out widgets properly, which could present a problem for keyboard only users. These widgets now receive focus as expected, and keyboard only users will be able to open the widget, navigate through the widget, and exit the widget as expected.

Fixes:

  • If you mark the Question Routing field in a Queue’s Question Form as required, that selection is now correctly retained on save. Admins can head to Admin > Queues > Edit Queue > Question Form > Question Routing Field to set it as required.
  • We’ve fixed an issue in the chat widget builder where, if you’d previously set a custom button color for button chat widgets, and then edited the text of the button, the custom color could revert back to the default color. But no longer! To see it in action, head to LibChat > Chat Widgets > Edit Button Widget.
  • In the Knowlege Base Explorer, if a single ticket has multiple Reference Analytics transactions defined, that ticket is no longer counted twice in the “total records shown” count at the top of the page.
  • Inactive Users can no longer be assigned to new Reference Analytics transactions.
  • We’ve added a missing language key in the LibChat widget, so it’s now possible to customize the text for “Email yourself a copy of this transcript”. To edit this info, head to LibChat > Widgets > Edit Widget > click on the text in the widget preview.
  • As a security precaution, we’ve updated our spam prevention methods to automatically enable a honeypot captcha on all public question forms. Honeypot captcha places a hidden field within the question form – this field isn’t visible to end users, but will show up for spam bots, which tend to fill in information in every possible field. Seeing information in this field gives us a good indication that the form has been filled out by a spam bot instead of a person, so we can prevent these submissions from getting to your LibAnswers system.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

Our development team has been working behind the scenes to tighten up and modernize the LibInsight code. We’re also working on adding LibCal Spaces statistics to the Calendaring dataset. More on that soon! Meanwhile, we have a bunch of small features to bring you:
  • Option to not display Inactive accounts in “Entered by” fields.
  • We’ve added some links to awesome training materials in the Dataset Creation Wizard. Click the links to access the Springboards for each dataset type—these will tell you everything you need to know about each type, before you get started.
  • We added some CSS to make sure that large banner images do not overwhelm widget pages.
  • We fixed an issue that was preventing the “24 hours” filter from working properly when analyzing a Custom dataset.
  • We fixed an issue in COUNTER 5/E-Resources datasets that was preventing some journal titles from appearing in the “Top Use” journal lists, even with high usage.
  • We added an indication to the Help link on the Command bar so that screen reader users are notified that this link opens in a new window.
  • We removed an erroneous duplicate fetch alert added to the COUNTER 4 dataset type.

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LibCRM

In this round of updates, the LibCRM team has improved the UI of several pages, added filters to improve filtering/searching data, made some changes to the System Emails area, and fixed some system issues.

UI/UX Improvements

Buttons moved to the right hand side of the screen.The LibCRM team made improvements to the People, Organizations, Interactions, Projects, and Tasks pages:

  • Moved the main page button (e.g., New Person, New Organization) to the top right corner of the page.
  • Changed the “Refresh” button to an icon and moved next to the main button (top right corner).
  • Added some new fields and reworked the field order in the tables to display more information in a better way.
  • Adjusted some of the on-screen text to be clearer.
Filters

We’ve added several filters to provide a faster and easier search of data in the tables in the People, Organizations, Interactions, and Tasks areas. You can use a single filter or combine multiple to narrow the data further, including narrowing by date range!

  • People/Organizations: search/ filter by keyword, Name, Type, Email, Owner, or Number of Interactions; you can also filter Last Interaction by date range.
  • Interactions: search / filter by keyword, Subject, Source, Type, Owner, or Interaction with…; you can also filter Interaction Date by date range.
  • Tasks: search / filter by keyword, Subject, Owner, Related Projects, Associated Profiles, Number of Assignees, or Status; you can also filter Due Date by date range.
Manage System Emails

The Manage System Emails page title has been renamed to Manage Unmatched System Emails since the purpose of the page is displaying and allowing the user to take action on emails sent to recipients whose email addresses don’t match a profile in LibCRM. Admins can add the unmatched email to the system (as a profile), assign the interaction to an existing profile (in the case of a mistyped email), or delete the unmatched interaction.

  • We removed the system email from the table of unmatched emails. The page only shows the emails that did not map to a profile. (The system email is still listed at the top of the page, however, for your convenience.)
  • We added an Add New Profile icon to the table. Clicking that icon allows the admin to start the creation of that person’s profile. The email field will take the value of the unmatched email listed on the table.
  • The Edit Interaction screen now allows you to associate the unmatched email with an existing profile.
  • We added the ability to delete unmatched recipients from the table, including after creating a profile.
  • Attachments linked in emails are now associated with interactions for that email/profile.

Relate an existing profile to an unmatched email.

Fixes
  • Reports
    • The Data Export in Reports is now bringing back all Fields in the XL spreadsheet.
    • The system is no longer showing duplicated data.
  • Search Boxes: The search boxes now all you to search on either {last name, name} or {name, last name}.
  • Manage Unmatched System Emails: it is no longer required to match at least one profile to display the email in the System Emails (now Manage Unmatched System Emails) page.

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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.