Archive for January 26, 2021

Are You Measuring User Satisfaction with Your Virtual Service?

Even in a face-to-face environment, it’s not always easy to gauge user satisfaction. They’re smiling and seem to appear satisfied with the service you provided, but are they really? Nowadays, you’re probably doing more virtual reference service than ever and its even harder to know if they’re satisfied. They’ve submitted their question via email or chat, you responded, and maybe you’re lucky enough to get a “thank you” reply. But, were their needs met? Were they satisfied with the service they received? That’s why it’s so important to perform user satisfaction surveys.

ALA’s Reference and User Services Association (RUSA) outlines the need for patrons to have access to satisfaction tools.

Cost, benefit, and quality assessments of reference services provide meaningful and practical feedback for the improvement of services, staff training, and continuing education.

3.2 Reference Service and Program Effectiveness

If you’ve been using LibAnswers, our virtual reference platform, you may have seen a prime opportunity to integrate patron feedback into the tool – truly making it an all-in-one communication platform. We’ve had this on our wish list, too, and these features are in our most recent update!

Quality of Service Features

Our latest LibAnswers release features our new Quality of Service functionality. A brand-new tool designed to help you collect patron feedback on their overall satisfaction with your virtual reference service.

It All Starts with the Survey

Automated Follow-Up Satisifaction Email/Survey

Create a customizable follow-up user satisfaction survey and email to send to patrons. There’s one customizable “rating” question included in the email. When the patrons click on their rating, a browser window opens to allow them to add any comments/feedback via a free-text field. Users will receive this email about 24hours after their LibAnswers ticket has been closed, and even if they reopen the ticket with a reply – they’ll still only receive the survey once.

Quality of Service Metrics

We’ve created three new reports and a new way to access an existing report in our brand-new Quality of Service Dashboard.

Quality of Service Stats Dashboard

Ticket/Chat Turnarounds

Measuring the quality of your service is not limited to just gathering user feedback. Other metrics include how long it takes you to first reply to a patron’s question. Or how long does it take from the moment their question is asked and the ticket is closed. Or, how many staff interactions an average ticket takes before its closed. If it takes you, on average, 48+ hours to first reply to a patron and 12+ staff interactions to close a ticket, then your patrons are waiting 2+ days to get an initial reply back and there’s a lot of back & forth before their question has been satisfactorily closed. A valuable metric for “the  improvement of services, staff training, and continuing education”. (RUSA, 3.2 Reference Service and Program Effectiveness).

Our new ticket and chat turnaround metrics will give you incredible depth of information that will not only help improve your services but ensure that you’re accurately reporting all your hard work! Sure, you might have received 10 new patron questions yesterday – but on average it took 40 staff interactions to close those 10 tickets. If you’re only counting the 10 questions in your reference stats, you’re drastically undercounting your reference volume.

Metrics Viewable within Individual Ticket

With this update, we also wanted to provide valuable metrics when you’re answering a ticket… right at point-of-need. This is especially helpful if you’ve noticed that you’ve sent 10+ replies to this patron and their time to first reply is 2+ days, so chances are… they might be frustrated. A potentially dissatisfied patron might require a different quality of service – and this information helps you pivot accordingly. Additionally, patron info, which was previously hidden inside a pop-up, is now visible in the top right column. So easily view who asked the question, where, and when.

View metrics while answering a ticket

Ticket/Chat Ratings

LibChat has always had a chat rating feature, since it’s evolution back in the day (LibChat > Chat Statistics). We added another entry point for this data in the Quality of Service Dashboard (Stats > Quality of Service) plus, we’ve jazzed it up! In Ticket Ratings, you can view patron responses to your User Satisfaction Survey. Filter by Source (Email, Question Form Submission, Twitter, Facebook, etc.), date range, just weekends or specific days, by Ticketing queue, and more.

Chat rating and feedback

Learn More!

We’re so excited about the Quality of Service dashboard which will not only help you better survey your patrons and their satisfaction with your virtual reference service… but it will also help to inform and empower your staff with data to make actionable decisions.

We’re working on a SpringU course so you can learn more about LibAnswers’ new Quality of Service metrics. If you’re keen to get it setup now, check out our help documentation which walks you through each step.

The University of Liverpool Goes Global

with their chat, that is.

Let’s start at the beginning. Last summer, the University of Liverpool joined hundreds of other libraries in migrating from OCLC QuestionPoint to the Springshare 24/7 Global Chat Cooperative. If you weren’t aware, Springshare acquired OCLC QuestionPoint in May 2019, which migrated over the QuestionPoint 24/7 Reference Cooperative and all active QuestionPoint subscriptions to Springshare.

Before the migration, the University of Liverpool was a non-contributing member of the Cooperative. Meaning, they received overnight/backup coverage from the Co-Op, but didn’t contribute any hours. All that changed when they migrated to the Springshare 24/7 Co-Op. Like other academic libraries, they joined the Academic Co-Op. Springshare has two others (with more coming!): Public Library Co-Op and the En Español Co-Op.

With the migration came a ton of new exciting features in LibAnswers, including full-text searchable Policy FAQs, live screensharing with Zoom or Microsoft Teams, optional webcam, on-screen annotations, recording capabilities, and more. We added a ton of functionality for librarians to chat with each other and work together – especially in our new remote workplaces – including the ability to screenshare a meeting. We expanded our chat emoji library, added more customizable sounds for new chats, added the ability to automatically create a follow-up ticket from missed chats, and so so so much more.

Choose from over 400 emojis when chatting with patrons

Suffice it to say, all of these features make it so much easier, and dare we say fun, for libraries to contribute to the Global Chat Cooperative. And with the migration, the University of Liverpool changed their status from non-contributing to contributing – giving 15 hours/week to the Global Chat Cooperative. So, not only are their students receiving 24/7/365 chat support from librarians around the world… Liverpool librarians themselves are answering questions from patrons around the world too! Their chat service has truly gone global!

Are they happy with the service?

In a nutshell, yes! Here’s what they said in a recent interview:

Cooperative librarians do a great job of providing answers for our customers and the customer feedback on the queries they’ve dealt with is overwhelmingly positive. We’ve seen some really excellent answers from the global librarians; we couldn’t have done a better job if we’d picked those up ourselves.

— University of Liverpool

Learn more at our live webinar!

If you’d like to learn more about the University of Liverpool going Global with Springshare’s 24/7 Chat Cooperative, join us on February 4 at 11:00am U.S. EST. And hear directly from Gwen Jones, Customer Services Online Manager from the University of Liverpool, discuss their experience offering 24/7 library chat to their students, and what it’s like helping other students around the globe.

REGISTER: THU, FEB 4 @11am U.S. EST

If you can’t attend the live webinar, register to receive the recording! It will be available, along with presenter slides/notes, on Buzz

New Year, New Springy Tips

While it’s hard to believe it’s already mid-January, we put away our party hats and noisemakers long ago (although our holiday decorations are still up 😉). Hopefully, there’s still a glimmer of that “brand new year” feeling left, and Springy HQ is here to help you start off 2021 on the right foot!

To that end, we’ve rounded up a bunch of quick Springshare tool tips to help you save time, streamline your workflow a bit, and perhaps remind you of that “Oh yeah, I need to do that every January!” task.

Under 10 Minute Tips for Every Springy App

Before and after profile example

1. Give Yourself a LibGuides Profile Refresh.

In the spirit of “new year, new you,” freshen up your profile with a new image, widget, or social media icon.

  • Double-check your contact information.
  • Use the multi-line address field to add your pronouns, time zone, and/or ORCID.
  • Update your profile image.
  • Add your work-related social media accounts.
  • Embed a chat and/or Appointments widget.

For more ideas on how to use profile boxes and pages, watch our related training video!

2. Set Your LibCal Spaces, Equipment, & Calendar Preferences.

In case you missed it, in November we added new user preference options so you can select default Spaces and Equipment locations and booking management tabs. By the end of this week, you’ll be able to pick your default calendar, too! To set your preferences, click on the Preferences tab on your LibCal account page. 

3. Streamline Ticket Views in LibAnswers.

Directing all student/patron questions and interactions into LibAnswers makes life easier (just ask Ken Winter from VDOT Research Library!). And if you find yourself applying the same dashboard filters to switch between Twitter DMs, reported database access issues, and open reference questions, you can make your life even easier by creating dashboard views!

Create a personal view for yourself – or if you’re an admin, create a view for all LibAnswers users. For detailed instructions, watch the SpringyU Setting up Dashboard Views Block.

Pickup Manager Macro example

4. Expand Pickup Manager Macro Usage.

After months of coordinating item holds, and the year-end stats resulting from them, you have a good sense of your patron/student pickup trends. Are they normally late? Or early? Do staff often forget to mark a pickup as complete? Now’s a great time to create or update Pickup Manager chat/SMS macros and set/modify pickup status changes where needed.

5. Review LibWizard User Access.

Did you know you can reassign content when deleting a LibWizard user’s access? If you haven’t reviewed your LibWizard accounts recently, now’s a great time to use the ‘transfer to a user’ feature to make sure form/survey/quiz/tutorial editing and report viewing privileges are up to date.

6. Check LibStaffer Calendar Syncing Status.

A well-planned schedule unfortunately never lasts, and as shift swapping and dropping begin in the new semester, start off the year by ensuring that everyone’s LibStaffer shifts and personal Outlook/Exchange or Google calendars are syncing. LibStaffer admins can do this by checking everyone’s integration status in one place!

Need to know when someone’s calendar syncing fails? Admins can also add an email notification address in your LibStaffer site’s System Settings.

7. Create Alert Reminders in LibInsight.

This time of year, folks are gathering year-end data, creating 2021 dashboards and datasets, and completing annual reports. It’s important to remind users where things are stored, recent changes, or new fields/datasets they will be using.

Alert boxes help reinforce your message by putting the information at the top of the LibInsight dashboard! Admins can even create separate reminders for admins and regular users.

8. Examine LibCRM User Roles & Permissions.

LibCRM Interactions permissions options

Have there been any staff reorganizations? Are you tracking projects, adding and editing People, Organizations, and Interactions in LibCRM differently now than you did at site launch? Take a look at your roles and how they’re assigned to LibCRM users!

Haven’t configured LibCRM roles and permissions yet? Read our related FAQ.

Bonus Tip: Update Your LibApps Password!

Using strong passwords – and keeping them in a safe place – is standard security practice. While there’s not a clear consensus on how often you should change your password, the start of the year is a good time to do an annual checkup if you haven’t done one recently

In LibApps, you use one account/password for all of your sites – LibGuides, LibCal, LibAnswers… you get the picture. So fortunately for you, there’s only one place to change it!

There are two ways to update your LibApps password:

  • *Recommended* While logged in: Jump to LibApps > My Account. In the Account Information box, enter your new password and confirm the change using your existing password.
  • While logged out: Head to your LibApps login page. You’ll know you’re in the right place when you see “LibApps Login @ [Your Institution]” at the top of the page.
    • Click on the “Reset Password?” link underneath the login form.
    • You will receive an email from do-not-reply@libapps.com to change your password. If it’s not there, be sure to check your spam folder.
    • Don’t see an email? Contact one of your LibApps admins. They can reset your password for you.

For detailed instructions on how to change your password, read the related FAQ. After updating your password, don’t forget to save the new one in your password manager!


Here at Springy HQ, we’re thinking of our customers near and far – especially those currently locked down or have family and friends affected by the rising COVID-19 case numbers across the globe. Please know we are always here to help if you have any questions!

Code Release: New LibAnswers, LibCal, LibStaffer & LibInsight features coming your way!

Happy New Year to all, and goodbye to 2020! We are pleased to open 2021 with some great improvements across several Springy apps. 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 15. Read about: LibAnswers | LibCal | LibStaffer | LibInsight

LibAnswers

We are so very excited to introduce this newest LibAnswers release. This update brings our brand new Quality of Service suite of features – these features are designed to help you track and analyze how satisfied your patrons are with the service you provide via LibAnswers, and keep your finger on the pulse of how your users are feeling. Read on for all the details of these exciting new features. For full release notes of every feature that is rolling out in this update, please visit the Springshare Lounge Release Notes.

Quality of Service Features

Our new Quality of Service features are designed to help you collect feedback from patrons on their overall satisfaction with the service you provide via LibAnswers. These features will assist you with collecting direct patron feedback in the form of a follow-up user satisfaction survey that’s sent to patrons 24 hours after a ticket has been marked closed. In addition, these features include a wealth of indirect feedback on patron satisfaction, in the form of a suite of new metrics available for every ticket that show data related to time to first reply, total turnaround time, and number of interactions (i.e. the number of time that staff members interacted with a given ticket). 

Our new suite of Quality of Service features includes the following elements:

  • Image of Follow-up user satisfaction emailFollow-up User Satisfaction Email/Survey – With this new feature, you can create a follow-up user satisfaction survey and accompanying email to send to patrons. The survey you create consists of one customizable “rating” question in which you specify the number of values in the scale and customize the scale’s labels and layout, so it’s fully targeted to your users. Users will respond to this rating question directly in the email by clicking on their chosen response. Choosing a rating/response opens a new tab in the patron’s default browser which prompts users for additional free-text comments to explain the rating they’ve chosen.  Users will receive this email approximately 24 hours after their ticket has been marked closed, and users will only ever receive a survey once per ticket. 
  • Quality of Service Reports – These new reports gather all Quality of Service metrics and reports together in one place, so it’s easy to see your patrons’ satisfaction at a glance. Admins will find these reports at Stats > Quality of Service; here you’ll find reports on patron responses to user satisfaction surveys, as well as turnaround metrics that will help you investigate tickets with long vs short turnaround metrics. 
  • Updated Ticket Answer Page – We’re updating the layout on the ticket answer page to include all of the available turnaround time metrics (time to first reply, time to close, and total interactions). We’ve also made some additional changes in the page to better expose information about your patrons; you’ll see a new Patron Info box in the top, right corner of the page, which displays high-level info about the patron, responses they’ve provided in your question form, and their full patron history details, so you can view the full history of conversations with this particular patron. 

To start customizing your site’s user satisfaction survey and email, admins can head to Admin > Queues > Edit Queue > Quality

Excited? Us too!! And in even more exciting news, this is just our first step into giving you a full picture of your user’s satisfaction. In the coming months, we’ll also introduce a new suite of features centered around calculating your Net Promoter Score, a standardized industry metric of user satisfaction. We’re creating new widgets that can be embedded in any website and collect satisfaction data, as well as targeted reports that will showcase your users’ satisfaction and segmentation metrics. Stay tuned for this exciting new module, coming in the first quarter of 2021!

In addition to the new Quality of Service tools, we have so many more features coming in this release. For the full list of new features, please check out the Springshare Lounge Release Notes. There you can read about all of the new features we’re introducing, including:

  • We’ve added a couple of new LibChat settings:
    • To automatically create follow-up tickets from missed chats; and
    • To limit users to viewing chat transcripts only in departments to which they belong.
  • We’re adding a full emoji picker to the LibChat dashboard, so you can pick from a library of over 400 emoji with the click of a button! 🙂
  • We’re improving the connection between chats and follow-up tickets; now you’ll be able to view at-a-glance which chat transcripts and missed chats have had follow-up tickets created. 
  • Did you know you can launch a patron chat without a chat widget? It’s true! We’re expanding our documentation to make this clearer, and we’re also updating our direct chat link option so it can accept more query string parameters, so you can programmatically pass information like a user’s name and email address into a chat. Hello, chatbots! 

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions! [Back to Top]

LibCal

We’re happy to bring you the following LibCal updates to help improve Seat/Space booking daily operations and policies! Also included in this release are some helpful usability features as well as our new Email Queue feature, which you can read about further below.

Seats/Spaces & Equipment

  • We’ve added the ability to select multiple booking statuses when browsing the Booking Explorers for Spaces & Equipment.
  • If set for a location, the “Reminder” and/or “Follow-up” email info will now display in the booking details. Also, if mediation is enabled, the details of mediation approvals/denials will be available to view in the booking details.
  • A new location setting enables only LibCal Admin users to check users in or out of a booking.
  • The ability to modify the Check In/Out Date & Time fields for a booking is now available on the admin side, when viewing the details of a booking.

Appointments

  • If the availability duration entered does not meet the minimum requirement for a user’s set duration plus padding, the user will not be able to save the availability until making adjustments.
  • We’ve modified the stats report to only display available times for users currently assigned to a group.
  • When the Exchange/Outlook integration is enabled for an Appointments user, events created in Outlook by this integration will be marked “Private.”

Misc.

  • Verification of Email Delivery! From this release forward, you will be able to see whether an email was successfully sent out of LibCal, regardless of whether you are using the Springy email service or your own SMTP server. Head to Admin > System Settings > Email Queue to find filters with which you can narrow results, or to view the full contents of any email. Bonus! if an email was not submitted successfully and is marked with a “Failed” status, you can resubmit it. If your system sends out a large volume of email, you will also see any emails that are queued for impending sending.
  • You can now select which tab to land on when visiting the “Event Calendars” page. You can also specify a preferred Calendar. Go to Admin > Accounts > Edit Account > Preferences, or click your email address in the top, right corner to set preferences.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions, and don’t miss the LibCal release notes on the Springshare Lounge! [Back to Top]

LibStaffer

  • We’ve modified the “Staff” Report so the correct “Next Shift” for a user always displays.
  • We fixed an issue that prevented schedules from printing in Landscape orientation.
  • Inactive users will now be available for reporting on the Scheduled Shifts report, when “All Schedules” is selected. These will be at the bottom of the staff list and be labeled “Inactive.”

Also check out our recorded training sessions, and don’t miss the LibStaffer release notes on the Springshare Lounge! [Back to Top]

LibInsight

Twelve Hour Time Format for Custom / Shared Dataset Recording – You will be able to select the time format to record any time-related fields in your custom/shared dataset. To select which time format you would like, head to System Settings > Dates & Currency > Record Data / Widget Time Format. Please note that the Analysis page will still render the entered time data in 24 hour format.

Filter COUNTER 5 Top 100 Titles by Platform

Ever wanted to view the Top 100 Databases, Journals, Books, Other titles by platform? Now you can! Simply select the individual platform you want to filter the top 100 title reports by in the COUNTER 5 Analysis page.

Check out the LibInsight release notes on the Springshare Lounge! [Back to Top]

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 2021. We are always here for you if have any suggestions or questions.