Archive for March 22, 2019

LibCRM Goals at UCSD Include Improved Patron Communication

Springshare had the pleasure of working with the awesome librarians at the University of California, San Diego, as beta-testing partners, of our newly released LibCRM Tool. In just a few short months, they’ve launched LibCRM with over 30,000 profiles imported. (wow!)

One of the best ways to learn about a tool is to see how other libraries are using it. To that end, we’ve interviewed Adele Barsh and Karen Heskett from UCSD to learn about their plans for LibCRM and what they hope to accomplish with it.

Adele Barsh

Karen Heskett


LibCRM to Improve Communication and Shared Information Between Librarians

By: Adele Barsh & Karen Heskett

We began wanting a CRM application as our library was going through a reorganization. We thought an application like LibCRM would improve our cross-team communications and allow us to take advantage of new report features that would help us evaluate and report out about our outreach programs and allow individual librarians to create meaningful activity reports on-demand.

We see a very obvious need for improving communications and shared information between our subject liaison librarians and others within the library who also are working with those very same faculty, staff, and students. For example, subject librarians will be able to see when format specialists worked with one of our faculty members (e.g., on data curation, digital collections, scholarly communication, or with our Data Librarian or our GIS Librarian), or interactions between other specialists at other service points, such as our Digital Media Lab and Special Collections.

Our first objective is to improve patron quality-of-service by communicating well with each other internally about specific patron needs; secondarily, we want to capture more statistics about what we do. We are excited about the potential for  LibCRM to let us run reports showing data about how thoroughly we are reaching our end users across many disciplines, for example, instead of relying solely on our anecdotal knowledge and bare bones statistics.

We’ve been a beta tester of LibCRM, and still are fine-tuning our set up. We plan for a roll out to our subject specialist librarians, format specialists and selected service point professional staff, followed by checking in with other librarians and staff members who are more peripherally-engaged in public services, to see their level of interest or if they come up with new ideas on how LibCRM could help them meet their service goals.

Karen adds (and Adele agrees!): One specific thing I am looking forward to using is the LibCRM BCC email option. As someone who does a significant amount of work via email, having an easy way to capture that as a data point is very attractive for me. Additionally, in keeping with our desire for better internal communication and as my activities become increasingly interdisciplinary, this allows me to keep others informed about these cross-disciplinary communications.

Adding the LibCRM System Email auto-routes the email interaction directly into LibCRM Customer Profiles

LibCRM to Aid in Pattern-Recognition and Metrics

We want to gather more statistics about individual transactions than we presently do, and we’re hoping there are enough useful features to the end-user librarian to entice them into becoming regular users.

We also want to see if there are larger patterns within the interaction that we haven’t noticed before, such as gaps of outreach to specific disciplines, or testing targeted outreach for what effect that has on subsequent engagement with a broader range of library services.

LibCRM Reporting Area in UCSD System. Run Reports on Graduate Students asking questions via email that are tagged ‘Digital Scholarship’ and ‘New Book/Journal Request’. Reporting area returns matching customer profiles so you can identify who is, and isn’t, interacting with the library.

Projects & Task Management Area Considered Experimental… For Now. 😉

We’re feeling experimental so far about the projects and tasks areas. We think they might be great for tagging follow up needs (e.g., a subject librarian uncovers a scholarly communications or data curation need, or vice versa, and wants to alert the other librarian).

We’re initiating small group testing with a goal of introducing the features, and then seeing what ideas our librarians and professional staff come up with. We love “process” here, so we think some exciting applications can emerge.

LibInsight with COUNTER r5: Ahead of the E-Data Curve

Our previous blog post outlined all the amazing new features coming to your Springshare tools. But one of these features is so big and important that it needs its own post – support for COUNTER 5 reports in LibInsight.

E-Mazing, riiiggght? 🙂

Before we dive into this awesome functionality, let’s start with the basics.

 

What is COUNTER r5 and what’s the difference between r4 and r5?

R5 of the COUNTER Code of Practice represents the 5th release of COUNTER – the standard for counting the use of electronic resources. COUNTER r5 requires content providers to deliver reports in Release 5 formats starting with January 2019 usage.

COUNTER Release 5 contains several metric types, different than the metric types available in Release 4.

  • Usage Metrics:
    • Investigations – Measure an expression of interest in a content item or title.
      • I.e. a patron viewing an article abstract would count as an investigation.
    • Request – Measure access to a content item or title.
      • I.e., a patron downloading an e-journal article or e-book chapter.
  • Searches Metrics:
    • Contains four different types of search metrics from searches_regular to searches_platform.
  • Access Denials Metrics:
    • This new metric has two different types to account for user denial — lack of institutional access and simultaneous users maximum has been reached.

These new metric types provide several new measurement tools of your e-resource usage.

LibInsight is Ahead of the E-Data Curve

We’re a small crew but we live and breathe library software so we took it upon ourselves to make LibInsight one of the first software platforms to support Counter r5 analysis.

If our libraries need it, we’ll have it – that’s our motto.

What does this mean for you?

New E-Resources / COUNTER 5 Dataset is Available in LibInsight!

Navigate to your LibInsight system > create new dataset > select E-Resources / COUNTER 5 to create your new r5 dataset.

Because the new r5 reports are material-type agnostic, you can combine reports from e-journals, databases, and even e-book usage in one place.

New LibInsight Reporting Metrics

Additionally, you’ll notice a few changes to the display in reports, to better match the data provided by COUNTER r5.

Specifically, the new LibInsight dataset will no longer show data by searches, sessions, and downloads. Per the above new metrics, data will be reported about investigations, requests, searches, and access denied. The table also shows you the number of databases, eBooks and journals in your e-resources. Toggle  these columns to manipulate the table display however you’d like!

LibInsight automagically calculates the cost-per-usage saving your e-resources librarian loads of time…. all in easy to download csv or pdf reports.

You Asked For It… Access Denied Reporting!

With the new r5 dataset, we’re happy to announce new Access Denied reporting! This way, you can view patron requests to data where access was denied due to lack of institutional access or simultaneous licenses maximum was exceeded. This is extremely valuable data when deciding to purchase a new resource or expand the licensing for current resources.

Which r5 Reports Does LibInsight Support?

Right out of the gate, LibInsight supports the Platform (PR) Master Report, the Database (DR) Master Report, and the Titles (TR) Master Report.

Because we’re supporting all the Master-level reports, you don’t have to worry about which ‘view’, for example Title Report view 1 or Database Report view 1, you might need. We’re taking all the guesswork out of the equation by gathering all of the data via the Master Reports. By supporting the Master-level reports, we are, by default, supporting just about everything that has to do with COUNTER r5 reporting. Talk about efficiency for the win!

Importing Reports Just Got a Whole Lot Easier!

To make things even easier for librarians, the new LibInsight Dataset now has several automated features to make it even easier for you to get started.

1. Importing Platforms from another dataset.

Most likely, you’re already using the the current E-Resources/Databases (r4) dataset in LibInsight and you’ve spent time creating all your platforms in there. Rather than recreating those platforms, we provide an easy import option to import the platform names/titles into the new r5 dataset.

 

2. Importing Reports Via Required SUSHI Fetching

We totally get how you can get spreadsheet-fatigue. You’re dealing with hundreds of spreadsheets across tons of vendors for different date ranges. It can be exhausting. To make things easier, the COUNTER r5 builds in automation from the start, with SUSHI. LibInsight supports fetching a single file at a time, or you can schedule harvesting monthly, quarterly, semi-annually, or annually. This way, you can set it up, schedule the harvesting, and forget about it…. until you need to analyze your data, of course. 😉

And, we added notification features – so when scheduling future SUSHI harvesting, you can choose up to three users to be notified via email when the fetch is complete and the data has been added to your dataset.

Test Your SUSHI Harvesting… Before You Harvest.

We’re always so grateful to our community for the incredible feedback they provide us, and this specific piece of feedback deserves virtual cookies to all that sent it in… calorie-free, of course.

When setting up an e-resource for SUSHI Harvesting, we now offer the ability to test the harvest first. This way, if you’ve entered the wrong API key or the requestor ID is not formatted correctly, you’ll know right away instead of 3-months from now when you try and run your first scheduled fetch.

Plus, if something isn’t formatted correctly – we’ll provide on-screen instructions to help you correct it.

We’re Looking for Your Feedback… Always.

Because r5 is so new and LibInsight is one of the first data-analysis tools to offer r5 support, we need to hear from you on how you need the new E-Resources / COUNTER 5 dataset to function.

Please send along your feedback, thoughts, comments, and ideas (and virtual cookies too, Springy Carrie is always hungry) and we’ll work on incorporating your feedback into future updates.

LibApps release with new LibCal, LibInsight, LibAuth, LibGuides, LibAnswers, LibWizard, and LibStaffer Features

Important updates!

Wow, it’s March already! For many of us, March brings warmer weather, longer days, and a general uplifting of spirit after a long winter. Well, Springshare is here to lift your spirits even higher with a ton of awesome updates for your Springy apps. Plus we’re sharing exciting LibWizard news!

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, March 15.

LibCal

Online Payments Support Update
We’ve had some great feedback from customers who are using the online payments feature in LibCal – thank you! In this release, we added more payment processors and extended payment support to equipment bookings, too! There are also new billing rate types to allow for more flexibility in how you want to set up your charges for bookings. If you’re interested in activating online payments in your LibCal system, let us know!

Don’t miss the upcoming Training Tidbit session (Wednesday, April 3rd) that will take you through many of these great new features!

  • Parent/child relationship for groups of spaces. For example, set a large meeting room as a parent of two smaller meeting rooms. If the parent space is busy, none of the child space will be available for booking, and if any of the child spaces are busy, the parent space will be unavailable to book at that time.  To set up the parent/child space relationships, head to Admin > Equipment & Spaces > Click on the Spaces link for a Location > Edit an individual space > General tab.
  • Individual Space Landing Page & Link: We’ve added a standalone, perma-linked landing page for individual spaces.  It has the availability grid for that space, directions, more information about the space, etc.
  • Friendly URLs for Events: Navigate to Calendars > Choose a Calendar > Add/Edit an Event to use this new option.
  • Move or Copy Events from one calendar to another!  Go to Calendars > Choose a Calendar > Click on an Event > Modify Single Event > Move (or Copy)
  • Find Event to Copy modal

    Create New Event > Find Event to Copy

    Copy Event Info From An Existing Event When Creating a New Event. Go to Calendars > Choose a Calendar > Create a New Event, then click on the ‘Find an event to copy’ link at the top of the Add Event screen.

  • Exchange/Outlook Title Setting Options: the Exchange/Outlook Event Title selections now have three options: ‘Use Patron Name’, ‘Use Public Nickname,’ and ‘Use Patron Name + Email.’  To see these, head to Admin > Equipment & Spaces > Edit Location > Exchange/Outlook tab.
  • Anticipated Attendance: A new informational field for events to help make decisions on which space should be booked.  Go to Calendars > Choose a Calendar > Add/Edit an Event to see this new field.
  • New Patron Activity Statistics Page: There’s a new stats report for user (patron) activity. The report shows a monthly table with the number of appointments, events, spaces, and equipment reservations were made by patrons. Head to Stats > Patron Activity to check it out.
  • Separate Language Tokens for each confirmation button when booking an appointment and LibAuth is in use: we’ve added the ability to customize both confirmation buttons that appear when users book an appointment with LibAuth authentication.  This will help make the process clearer. Previously, each button was labeled “Confirm Appointment.”
  • The option to delete individual availability time slots via click is back! Head to Appointments > Availability and then click on any available time slot on the grid to access the delete modal.

Fixes include:

  • Location field in iCal files: We’ve corrected an issue where this field was not populating correctly.
  • Public Appointment Widget conflict with availability and Outlook busy times: We’ve corrected an issue on the public appointment widget: now slots marked ‘Busy in Outlook’ are appropriately made unavailable in widgets.

Get additional tips and strategies from our awesome training team – join us for upcoming sessions:

LibApps, LibGuides, & LibAuth

  • LibAuth setup wizard: If you’re brand-new to LibAuth and are a member of the InCommon or UKFederation, setup is a breeze: just search for your institution name, and we’ll set up the rest!
  • Accessibility fixes: We eliminated duplicate IDs on the Guides by Subject page, when guides were assigned to multiple subjects. We also removed “Navigate to” from the beginning of the ARIA labels for page names. Use your screen reader to navigate to another page in a guide by typing the first letter of the page name (YMMV!).
  • Guide statistics: We redid the back-end and improved the speed and waiting time of some long reports.
  • LibApps admins can now enable/disable others’ LibGuides profile pages.

Join us for our upcoming LibGuides training, including:

LibInsight: COUNTER r5 is here!

We’re super excited to announce that starting March 2019 you will be able to fetch COUNTER r5 usage reports from compliant vendors. SUSHI fetching capability is a requirement for compliance with this new release of COUNTER, and that has been our focus with this release.

You can schedule a single report fetch, or you can set it and forget it! Choose either the Platform, Title, or Database Master Reports and schedule a monthly, quarterly, semi-annual, or annual fetch of these reports. Choose up to three users who will be notified once each report is fetched and processed.

Why Master Reports? We’re gathering all the data for you so that you can narrow it down as you wish during analysis. Fetch it once, analyze to your heart’s content.

screenshot

With this initial beta code release, you’ll be able to fetch and analyze reports, use them in Cross-Dataset Analysis, and in Dashboards. Why “Beta”? Release 5 of the Counter Code of Practice is substantially different to earlier releases. You’ll still be able to see which of your platforms, databases, and titles performed the best and were searched the most—including cost-per-use analysis—but we are still polishing the interface and want to learn from you how best to make those tweaks. So check out COUNTER’s Friendly Guide for Librarians, then take a COUNTER r5 dataset for a spin and let us know what you think! We have an upcoming April training session to help get you started.

Join us for our April LibInsight training sessions:

LibAnswers

We have some small but mighty features and fixes to share with you for LibAnswers this release:

Link to the ticket from the RefAnalytics Transaction Explorer.

Showing Ref Analytics transaction link in the Knowledgebase Explorer.

Link to transaction in the Knowledge Base Explorer.

  • Tickets & Reference Analytics: In the Knowledge Base Explorer, tickets now show links to the related RefAnalytics record, if one had been submitted. In the RefAnalytics Transactions Explorer, the related Ticket is linked in the first column, if it’s related to a ticket. Now it’s easy to get those additional ticket details, if/when you need or want them!
  • Internal setting – fewer distractions! In the new LibChat Dashboard, the “Internal” setting now prevents ticket alerts from popping up.
  • No more missing LibChat charts: We fixed an issue that sometimes resulted in no charts displaying in LibChat stats.
  • No more interference: We fixed an issue where LibChat widgets that aren’t in use were interfering with other page functions.

Join us for upcoming LibAnswers training sessions:

LibStaffer

There are so many great new new features for LibStaffer in this release! Check them out:

Showing drag & drop feature to fill schedule shifts.

  • API: We’ve developed API support using OAuth 2.0 for LibStaffer!  Head to Admin > API to check out the available endpoints.
  • Drag & Drop for Shift Scheduling & Time Off: Click on an existing shift and drag it into a different “time interval” to modify the start and end times of the shift, assign staff members to existing shifts, and even create new shifts by dragging a staff member’s name from a new panel listing each member assigned to that schedule. Go to Schedules, then click on ‘Show Drag/Drop Shift Option.’  The Time Off schedule view also has this drag & drop functionality.
  • Free/busy status check for Outlook calendar sync during shift assignments: A new setting in the Outlook/Exchange setup will checks users’ free/busy times in Outlook for shift assignments.  Go to Admin > Accounts > Edit Account > Calendar Sync > Outlook/Exchange Settings to enable this feature.
  • Assign staff members to future instances of shift recurrences in one fell swoop instead of having to assign each instance of the recurrence. Click on Schedules and then edit or create a new shift assignment, then click the new down arrow on the ‘Save Assignments’ button and select ‘Save Recurring Assignments.’
  • Time Off Recurrence Options: Set recurring time off Weekly (with new options for every week through every 8 weeks) or Monthly! Head to Time Off > Add Time Off > Recurring Time to check out all of the new options.
  • Staff Member Pay Rates: For each user account, there are new fields for Regular & Overtime Hourly Pay Rate as well as a Daily & Weekly Overtime Threshold. These rates are used in the Time Clock reports to show how much an account holder earned during any given shift. Head to Admin > Accounts > Edit Account > Pay Rate to set the pay rate values for each account. Customize your currency display at Admin > System Settings > Currency Display.
  • Time Off Approvals now contain Supervisor name and Requested Time. We’ve also added a History button, which will show the associated time off detail for a user’s past 12 months.  Go to Time Off > Time Off Approvals to see the new report format and options.
  • Staff Current Status Report Enhancements: We’ve made it easier to get to this report from any screen! In addition to clicking the “View Current Status of All Staff” button on the Home page, you can simply click Staff in the orange command bar. Go there using either option to see an enhanced format of this report, including additional filter options for Status.
  • New Location, Department, and Position Fields: Head to Admin > Org Hierarchy to set up these new Admin-defined fields for use in all LibStaffer user accounts! Add locations, departments, and positions (including an option to mark positions as a Supervisor role) to your system, then go to Admin > Accounts to assign each account their appropriate location / department / position.
    • This release lays the groundwork for this feature. The Supervisor option has related functionality now (see next bullet point), and as always, we’d love to hear your ideas for how to best use this new LibStaffer feature!
  • Time Off Requests Routing: There are a couple of new fields on the “Manage Account” screen that relate to routing of time off requests! First, there’s the “Direct Supervisor” field: set your own or Admins can set any account holder’s Direct Supervisor by going to Admin > Accounts and editing any account. Once that’s set, you’ll see the new “Time Off Requests” field: choose to send time off request emails only to your Direct Supervisor or your Direct Supervisor and all admins.
  • Recurring Shift Notes on the Scheduled Shifts Report: We’ve corrected an issue where recurring shift notes were not appearing on the Scheduled Shifts Report.

Join us for upcoming LibStaffer training sessions:

LibWizard

We’ve been working hard behind the scenes to improve the reliability of LibWizard, and also fixed a few bugs along the way:

  • We fixed an issue where some LibWizard forms/surveys might not show up in the list when using “Add LibWizard items” in LibGuides.
  • We added a proper 404 page, so when your patron clicks on broken links or deleted forms, they’ll know what’s wrong.

That’s it, you ask? Not at all! We’ve been busy with this other little side project called…LibWizard v2. 🙂 That’s right, LibWizard has been re-written from the ground up!

LibWizard v2 addresses a lot of issues and pain points with v1, and will bring significant improvements to the Assessments/Tutorials module. We‘re so excited about it and can’t wait to share it with you! Stay tuned, LibWizard v2 is coming April 2019.

Whew! 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 in 2019–this awesome year has just begun. We are always here for you if have any suggestions or questions.

Springshare Client Stories: Usage Examples From Your Peers

It’s Great To Have An Idea. It’s Even Better To Have Examples.

Making improvements is the name of the game. You’ve listened to the feedback on the services you offer… and have made a point to get started on providing those that you don’t. The priority is making sure your library is as useful to your patrons as possible. There have been meetings and plans. The projects are assigned. You have a vision for what you can do with the solutions you own. But, it’s helpful and practical to see what other libraries are doing. Reading about how your peers have come up with additional uses or found innovative ways to use features — this exchange is invaluable as you tailor your library to meet patron needs.

Springshare understands how beneficial it is for our clients to see how other libraries solve problems, implement new services and, what’s more — learn how people have responded to the work they’re doing. We’ve had the Springshare Lounge since the very beginning. We share client usage examples in this blog. Plus, we have dedicated a section of the Springshare Buzz site to in-depth Client Stories. Examples are essential in life. If you were tiling your bathroom for the first time, you’d probably watch a video. If you were bungee jumping, you’d want someone else to go first!

Get In The Mix.

The Client Stories in the Buzz Site feature many types of libraries. You’ll find stories about Academic, Public, Government, Hospital and, soon, we’ll feature a School library. They all highlight ways your peers are using Springshare tools.

Sometimes, we explore a singular accomplishment. For instance, the story on Penn State University covers how they have a library presence across 30,000 online courses using the LTI integration tool in LibGuides CMS. Other times, you’ll discover a story that shares how a library, like the Albuquerque/Bernalillo County Public Library, uses the Springshare Suite of tools.

Don’t box yourself in. Get in there are read about how all kinds of librarians are working toward providing outstanding service.

Great Minds Prioritize Alike.

Client Stories align with your current and future projects because they’re all about your peers. Don’t be surprised to see segments that look a lot like your to-do lists or your recent meeting agenda talking points. Great librarians. Great minds. Great community.

Are you thinking about using the LibGuides Blogging tool for a newsletter?

  • In the VDOT Research Library Client Story, it says, “For years, the Associate Director Ken Winter and the librarians wanted to have a weekly E-Newsletter. Their motivation was to use the LibGuides CMS blog feature to share new resources and publicize cool guides they had built, write about general library information and highlight research news.”

Have you been considering using the LibAnswers Platform but would love to hear how it’s working for libraries?

  • The story on City, University of London quotes Lucy Clifford, the Library Systems Manager/Analyst/Programmer who says, “We’ve had great feedback from our users about the booking system and chat services in particular. We’re involved in an externally scrutinised customer service award scheme (the WOW! Awards) and a substantial number of the nominations received by library staff for these have resulted from LibChat enquiries.”

Wondering if you’re using LibWizard to its full potential?

  • The Southern New Hampshire University story shares an innovative use for LibWizard. Their reference librarian built a simple LibWizard Reference S.O.S. form, which they’ve embedded in the LibAnswers Admin Alert Box. Jennifer explains that, “We needed some way for them to really quickly call for help because an email takes too long and a phone call also. Basically, as long as they have the dashboard up, with 2 clicks they can get help. It will email all the reference librarians at once and just asks for help.”

There’s a wealth of knowledge and experience out there. Librarians are innovators with some of the same goals as you and, often, the same challenges. It’s constructive and efficient to learn how some addressed their dilemmas.

Hot Off The Presses!

The newest Client Story was just published this week. Check out the work being done by the team at Geisinger Health. Library Director, Tricia Ulmer discusses their journey with Springshare tools, the problems they were trying to solve and illuminates us on why “…medical libraries are the place to be.”

Springshare loves learning about the excellent ideas our clients have imagined and implemented using our tools, so what else would we do but listen and praise and share them with you! Happy reading.