The LibCal 2.16 update is coming to you this week, and will be released to all regions by end of the day on Thursday August 9th. This refresh is so complete and chock full of new features that we’re renaming the old MyScheduler to Appointments, to more accurately reflect its full capabilities.
New Appointments Module
The old My Scheduler module will be renamed Appointments going forward, inside all LibCal screens. One of the most frequent requests we heard from users is for the ability to mark themselves as “available” for booking appointments in different locations at different dates and times. We made this happen, plus a whole lot more. Here’s a quick rundown of the new features:
- New “Location” Option for Appointments – We added a new, high-level option to create Locations – these are meant to represent physical spaces/locations where Appointments happen (including Online). Each location contains one or multiple Groups of librarians. When patrons first view the All Users Appointments landing page, they choose the location where they’d like to meet, and then see the groups/librarians associated with that Location. To define “Locations” for your site, admins can head to Admin > Appointment Settings.
- Reworked Availability Settings – In the new Appointments, a librarian can define availability for themselves in specific locations/groups at specific times. In addition, you can now add (or edit/delete) availability in any recurring pattern you choose. What were previously considered “conflicts” (like prior availability or existing appointments) will no longer prevent you from creating or editing/deleting availability. To take the new availability settings for a spin, head to Appointments > Availability.
- Friendly URLs – To create a friendly URL for your personal Appointments landing page, head to Appointments > Settings > Friendly URL. To create a friendly URL for a Location, admins can head to Admin > Appointments > Edit Location.
- File Uploads – You can enable file uploads for your Appointments so patrons to share files that may be needed during the course of a meeting – e.g. for help tracking down references from a bibliography, have them upload the bibliography ahead of time. Head to Appointments > My Settings > Appointment Form File Uploads to enable this.
- Public Personal Nickname – Choose a nickname to display on the public side of the system, e.g. instead of booking an appointment with Sarah, patrons can book an appointment with the Science Liaison, and all communications coming from LibCal will use that nickname. To choose a nickname, head to Appointments > My Settings > Nickname.
- Public Group Nicknames – We’re also adding support for group public nicknames. This essentially acts as an extension to the “No Preference” setting, so a patron can ex book an appointment with any available Peer Tutor. For groups set up this way, we won’t display individual librarian names/availability on the public side, so the patron is only aware that they have an appointment with a Peer Tutor at XYZ time. To enable a group nickname, admins can head to Admin > Appointments > Edit Group > Group Member Display.
- All Appointments View – A new report to list/display all upcoming and past appointments for all Appointments users, so if a patron shows up at the front desk needing directions, it’s easy to see who their appointment is scheduled with, and where, and when. To see the all appointments view, head to Appointments > Booking Explorer.
- Revamped Statistics – We’ve completely overhauled Appointments statistics, so it’s easy to view and export all statistics on all Appointments for all users, and get a full breakdown of bookings and availability by Group, User, etc. We’ve also added a number of lovely charts and graphs to help illuminate the wealth of information now available. To check out the new stats, head to Stats > Appointments.
Equipment and Space Improvements
- Exchange + Spaces Integration is Live! -Picture this: a 2-way sync between Exchange calendars and LibCal spaces, so that reservations you make via Exchange will automatically block off availability in the Spaces module, and reservations made via Spaces are automatically pushed to Exchange. With this release, we’re rolling out full Exchange integration for all Spaces users – huzzah! For full details on setting up this integration, check out our documentation.
- Equipment: Inventory Reports – We’re also adding a brand new report to Equipment module to view and export a list of all inventory in the system. The report can be customized to display the fields that you’re most interested in seeing, including item name, barcode, current status, and total checkouts.
- Booking Date Created/Submitted – We’ve added a few minor improvements to the Booking Details to make the info more clear. Now, you’ll see the date that the booking was submitted displayed as part of the Booking Details, so it’s easy to see how long ago a booking was submitted by the patron. To see this in action, head to either the Equipment or Spaces tab, then click on a booking.
- Mediated Bookings Show 1 Year In Future – We’ve updated the Mediation tab in Equipment and Spaces – previously we only displayed tentative requests for the current week, but now, we’ll show all pending requests for up to the next year, so it’s easy to see the full picture of upcoming requests for your mediated equipment and spaces.
Calendar & Events New Features
- Revised Publishing Workflow – We’re updating the flow and function of the event publishing workflow to make it easier on event reviewers who need to communicate changes to an event creator. Now, when an event is submitted, the event reviewer can:
- Just publish the event with no changes, or
- Make edits to the event themselves, then publish the event, or
- Send an email to the event creator from the admin UI stating what needs to be changed; the event creator can then make the updates themselves and then resubmit the event for review
- Embed Full Calendar on the Homepage – we’re adding a quick way to embed the full monthly calendar view on the LibCal homepage. To embed your full calendar on your homepage, admins can head to Admin > Look and Feel > Homepage Editor.
As always, the ideas and suggestions for the vast majority of these awesome new features came from you, our clients who use LibCal day in and day out, for all your library’s calendaring needs. We’re sending a huge thank you to all users who contributed their ideas, suggestions, testing, etc. to make this big new release happen. Let’s keep the conversation going… Let us know if any questions pop up, contact our support team or your regional sales manager.