Archive for April 30, 2014

LibGuides 2: Content Migration is Here!

You can now request migrations of your LibGuides v1 content into your LibGuides v2 Beta sites!

(We’re not sure who’s more excited right now – you or us! ūüėČ )

Key Information:

Before we even tell you about the awesome reports we have available to you or how to request your migration, you should know:

  • Only the person who requested your beta site can schedule your content migration.
  • Once you schedule your migration, the date¬†cannot be changed. So please be sure to discuss timing with the appropriate folks and choose your migration date carefully.
  • Migrations are limited to 10/day through May 2014.
    Starting in June 2014 it will be increased to 50/day.
  • Migration will only include data as of the¬†day before your scheduled migration, so make sure all necessary changes are made by the end of the day the day¬†before your migration.¬†Example:¬†If your migration is scheduled for May 5th, it will include content from end of day May 4th.
  • Statistics will be migrated¬†later. Statistics migration is the next-to-last step in taking your LibGuides v2 site live.

Okay, now that we’ve gotten that out of the way, onward to other important info!

Preparing Your LibGuides v1 Data for Migration

Link to the Migrating to LibGuides v2 guide
In order to make your migration as smooth as possible, there’s some stuff you should work on first.

  • Read through the Migrating to LibGuides v2 guide.
    (You must be logged into your v2 site to access that guide.)
  • Download the pre-migration checklists from that guide.
  • Go through the reports / checklists and get your system ready!

The guide has a lot of details about migration and what you can do to get your system ready, including those checklists we promised so you can feel the complete satisfaction of crossing things off lists. *sigh* We love that.

In addition, your LibGuides v1 system has some¬†awesome reports to help you with the “clean up” process! Our tech team worked hard to provide you with information so you don’t have to dig for it. These reports include:

  • List of reports available on the LibGuides v2 Migration screenContent-related reports on things like accounts that have not logged in for 3/6/9/12 months, guides that haven’t been updated in 3/6/9/12 months, guides with low hit counts this year, subjects / groups with no associated guides, and more!
  • A way to designate which links in your v1 system should migrate into your v2 system as Database Assets, which will automatically populate your Assets > A-Z Database List area.
  • A way to ensure all database links are mapped to the links you designated, speeding up migration time and cleaning up your system, all in one step!
  • A report of boxes that will not migrate into v2, because they either do not fit into the design of the new system or they’re being replaced with v2 options. This report helps you with planning how you want to integrate that content into your v2 guides post-migration.

Pointing out the LibGuides v2 Beta Request button on the Dashbaord of LibGuides v1Those reports can be accessed by admin-level users:

  1. Log into your LibGuides v1 system.
  2. Click the LibGuides v2 Beta Request button.
  3. Check out the reports in Section III.
  4. Of course, remember to read the guide and download checklists before heading into that area.

Requesting Your Content Migration

Okay, okay, we know it took a while to get here, but we promise all of the clean up stuff is worth it.

You can wait to schedule your migration until you’ve done your clean up, or you can schedule it now and use that looming deadline as motivation to get the clean up done…whichever works for you. ūüėČ

Migration dates are currently available through May 2014. More will be added shortly.

Migration scheduling is first come, first served. As dates fill up (remember: 10/day through May 2014), those dates will not be available for selection in the scheduling area.

  1. Content migration screen with date selection area highlighted.Log into your LibGuides v1 system and click the LibGuides v2 Beta Request button on your Dashboard.
    • All admin-level users have access to this page to see reports / where in the migration process you are.
    • Only the person who requested the LibGuides v2 beta site will be able to set up your site’s migration date.
  2. In Step IV: Schedule Your Data Migration:
    • Read the information there.
    • Select a date and click¬†Schedule It!
    • If your preferred date is not available, that means our dance card is full for that day. Please select another date.

That’s it! When the day comes, we’ll take care of migrating all of your content from your v1 system into your v2 system.

Check in your LibGuides v2 beta site the day after your migration and you’ll see all of your LibGuides v1 content! At that point,¬†you’ll want to start in on post-migration clean up.

We’ll have more info on that in our Migrating to LibGuides v2 guide, along with information on going live…

LibGuides v2 A-Z Database Management Tool Updates

We’ve heard tons of great feedback from librarians who’ve checked out LibGuides v2 – and as always, thanks so much for getting in touch and letting us know what you think! One feature in particular generated more kudos and “Oh wow, that’s awesome!”s than the rest – we’ve heard your overwhelming enthusiasm for the new LibGuides A-Z Database Management tool loud and clear!

Your enthusiasm was, frankly, contagious. It inspired us to improve the A-Z Database Management tool even further, and we can’t wait to show you what we’ve cooked up! We’ve redesigned the A-Z Databases page and added two major classification facets – Databases by Type (full-text, abstracts, e-books, etc.) and Databases by Vendor. These features are available to everyone on the LibGuides v2 platform.

Redesigned A-Z Databases Page

Check out the live preview:


We’ve redesigned the public A-Z Databases display list – the new layout is more intuitive and easier to navigate. We were particularly keen to reorganize the list filters, to make some room for some brand new options:

AZ Database Filters

Holy cannoli, that’s right – we’ve heard a lot of love out there for the new subject based classifications for databases & electronic resources, so we thought, why not take it a step further and offer even more finely grained classifications and filters? A scan of existing A-Z database guides confirmed that many folks already use classifications for “Type” of database/resource and “Vendor/Provider” of the database. These classification options are now a standard part of the “Databases” asset type in LibGuides v2 – huzzah!

Best of all, these filters work together. Let’s say a patron needs full text sociology articles – just select Subject: sociology and Database Type: Full Text, and bang – a targeted list of resources appears!

Databases by Type

We’ve seen how large an A-Z list of databases can grow, and how critical it is to offer patrons easy tools for targeted browsing. When we saw how many libraries were already building lists of resources by “type” (ie full text, abstracts, dissertations, e-books, etc), we knew we had to make it happen. Here’s how it works:

  • Admins: Head to Assets -> A-Z Databases List
  • Select Manage Database Types ->¬†Add Database Type.
  • Add your desired types: Abstracts |¬†Articles |¬†Citations |¬†E-Books |¬†Full Text |¬†Images |¬†Newspapers | etc.
  • Head back to Assets -> A-Z Databases List; select Add or Edit Database
  • In the Database Types field, add as many types as you want

Databases by Vendor

Our scan also showed that many of you further sort your A-Z list of resources by database Vendor/Provider¬†(ie ProQuest, Gale, EBSCO, etc.), so we’ve added support for this option too! Here’s how it works:

  • Admins: Head to¬†Assets¬†->¬†A-Z Databases List
  • Select¬†Manage Database Vendors ->¬†Add Database Vendor
  • Add your desired vendors: EBSCO |¬†Factiva |¬†Gale |¬†ISI |¬†JSTOR |¬†Ovid |¬†ProQuest | etc.
  • Head back to¬†Assets¬†->¬†A-Z Databases List; select¬†Add¬†or¬†Edit Database
  • In the¬†Database Types¬†field, select a vendor

And here’s the best part: all of the new Database filter options, including Subject, Database Type, and Database Vendor, will also be supported in the new widget and API tools. In other words, not only can your users filter your overall A-Z list by these categories, but you’ll also be able to build targeted, automatically updating lists of resources based on these parameters, and embed those lists of links anywhere.

Together with the rest of the new A-Z functionality, including the ability to highlight Best Bets for each subject, and the ability to assign permalinks/friendly URL to databases, the A-Z functionality in LibGuides gives you everything you need to effectively manage your A-Z databases list. We’re confident your patrons will love the new A-Z page as well!

LibGuides v2: Content Migration FAQ

Are you ready for it? We know you are. ūüėČ

Well, we’re nearly there! We know you have tons of questions, so we’re here to answer the ones we’re getting most often…

When will I be able to migrate my LibGuides v1 content into my LibGuides v2 system?

We’re working on the scripts and will then test them; we’ll start migrating systems after we’ve run through testing and verify the scripts are working properly. Based on our current timeline, we’re planning to start migrating systems toward the end of April.

How will I request my content migration?

There will be a button in your LibGuides v2 Beta system, similar to the one in your LibGuides v1 system for requesting the beta site.

We are also working on a scheduling system where admins can schedule their migration to run within a 24 hour period of their choice.

How long will migration take?

Once we start running the scripts, it should only take a few hours. Actual run time depends on how much content is in your LibGuides v1 system.

What will / will not transfer from LibGuides v1 to LibGuides v2?

There are more FAQs below this table regarding details for accounts and guide content, so keep reading after you look over the table!

Will be Migrated Will Not be Migrated
All User Accounts System / Group Banner Images
All Guides / Guide Content System / Group Custom HEAD Code
Statistics System / Group Custom Header Code
Images in the Image Manager System / Group Custom Footer Code
Subjects Printer Friendly Custom HEAD Code
Tags Printer Friendly Custom Header Code
Friendly URLs Printer Friendly Custom Footer Code
Groups (LibGuides CMS Only) Tab / Box Color Choices
Resource Icons Custom Analytics Code
Access Rules (LibGuides CMS Only) System / Group Homepage Options
Language Options Admin Alert Box Content

If you see something missing from this list, it’s because we’re still working out details for it. ūüôā

Will the migration overwrite any of the content I’ve already added to my LibGuides v2 Beta site?

Nope, it’ll just add new content. Anything you added before the migration will remain. ūüôā

What if I already created accounts in my LibGuides v2 Beta system? And what account info gets migrated?

No worries! If the user’s account already exists in your Beta site, the migration will simply match up the account IDs between v1 and v2 systems so guides, etc., continue to be associated with the right account as they’re brought in.

Of course, this assumes a 1:1 match! If your v2 username is different from the one in your v1 system, it will not match and a second account will be created. So, as long as you use the same email address for your username in both sites, you’ll be all set!

As for what gets migrated: name, password, user level, profile information except: office hours, badges, custom boxes.

User Levels: LibGuides v1 Librarian and Regular account levels = LibGuides v2 Regular account level.

Password: You will use your LibGuides v1 password the first time, then will be asked to reset your password to meet the new password requirements in LibGuides v2.

Will guide content from v1 be added as the same content “type” in v2?

Yes! If you have a Links & Lists or Simple Web Links box in v1, that will be added as a General box with Link content items in v2. The same is true for books, documents & files, media / widgets, etc.

Rich text content will be added as the rich text content type in a General box as well. What will not happen is automatic translation of links within rich text areas into Link content items (a.k.a. Link Assets). You will need to make that change manually after migration is complete if you would rather change those lists of a tags into lists of Link content items / assets.

Admin level users will be able to designate which links in their v1 system should be imported into their v2 systems as Database content items.

If you have created tabbed boxes or boxes of rotating images using code from our FAQs or other code you created, those¬†will not transfer into the system using the new Tabbed Box or Gallery Box types. That will be a manual change you’ll need to make after migration is complete.

Content will be copied in box for box. Any combining of content into one larger box will need to be done manually after migration is complete.

Will there be a guide / checklist for migration information?

Yes! We’re currently working on a whole guide all about migration: how it’s going to work and things you should do before (get your content ready to move!) / after migration (get your content ready for going live!). It’ll also include a downloadable checklist of items, so you can revel in the satisfaction of crossing things off the list. (We love that… ūüėČ )


LibGuides 2 Beta Code Update Yesterday

Hey everyone – hope you’re all enjoying your LibGuides v2 beta sites! ūüôā

We released new code into LibGuides 2 Beta sites yesterday & there are a couple of things that y’all should know as you’re using your systems today:

Rich Text Editor Update

The first one affects everyone: we released some code updates for the Rich Text Editor, including adding in those missing buttons folks have been looking for (including us) Рfont size, color, etc.

If you find you cannot edit rich text areas today, please clear your browser’s cache and try again. That should do the trick!

Publishing Workflow Update

Publishing Workflow - Selecting Reviewers

The second item affects LibGuides CMS 2 Beta sites only:¬†If you had already enabled Publishing Workflow in your system, you may find that the Publish option is gone from your Status Menu options when editing a guide. That’s because we updated the way this function works! ūüôā

Admins are no longer automatically designated as reviewers. In fact, no one is automatically a reviewer. Now you get to choose who your reviewers are right from the Publishing Workflow setup screen! Just go to¬†Content > Publishing Workflow, enable the function (if it’s not already enabled), then select who you want to designate as reviewers in the box on the right.

Only Admin and Regular level users will appear in the selection list. Also, selected Regular level users will automatically be given rights to edit all guides in the system, since they’ll need that user permission in order to be a Reviewer. ūüėČ

So, if you find you suddenly can’t publish guides, check your Publishing Workflow settings. If it’s enabled, select some Reviewers and you should be all set!