Archive for Anna

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.

We’re Looking for A Springy Trainer!

Hello Springyverse – we’ve got some exciting news: we’re currently looking for an awesome new Springy to become part of our training team, delivering webinars about implementation and use of our products!

Training Specialist

As part of our Community team, a Training Specialist is literally the voice of the company, embodying our commitment to set our customers up for success through online and recorded training sessions. Duties include: development and delivery of online, webinar-style training sessions; conference attendance, including delivering in-booth presentations and potential for in-person training workshops. Additional duties may include coordinating with customers for virtual user conferences and joint presentations or assisting with specialized onboarding for new customers.

Qualifications:

  • Experience conducting webinars and virtual meetings.
  • Strong communication and investigation skills.
  • A healthy dose of curiosity.
  • Ability to understand our technology/software, learn quickly, and self-manage / learn on your own.
  • Knowledge of HTML and CSS.
  • Excellent organization and multi-tasking skills (like, really, really excellent!).
  • A sense of humor is a must!
  • Ability to work with and as part of a remote, distributed team.
  • Previous Admin level experience with our products strongly preferred.
  • Project management experience helpful.
  • Some travel required.
  • Residency in one of the following states (current or willingness to relocate): CA, FL, KY, MA, NY, PA.

Interested?
Send your cover letter and resume to jobs@springshare.com. We’re excited to hear from you!

New Data Center: Australia / Asia-Pacific – February 2019

Springshare is pleased to announce that we are bringing data centers online in Australia on February 11, 2019! All Asia-Pacific customers will be hosted on these servers. (See below for the list of countries moving to these servers.)

These new servers host v2 products only: LibGuides, E-Reserves, LibAnswers v2, LibCal w/Equipment Booking, LibStaffer, LibWizard, LibInsight, and LibCRM. Once you move to this new cluster, all of your Springshare tools (current and future) are located there.

Who is moving & will there be down time?

We’re moving all v2 sites and content for customers located in the Asia-Pacific region. If you are located in one of these countries, your data is moving to the Australian servers: Afghanistan, Australia, Bangladesh, Bhutan, British Indian Ocean Territory, Brunei, Cambodia, China, Cook Islands, Fiji, French Polynesia, Heard Island & McDonald Islands, India, Indonesia, Japan, Kiribati, Laos, Macao, Malaysia, Maldives, Marshall Islands, Federated States of Micronesia, Mongolia, Myanmar, Nauru, Nepal, New Zealand, New Caledonia, Niue, Norfolk Island, North Korea, Oman, Pakistan, Palau, Papua New Guinea, Philippines, Pitcairn, Samoa, Singapore, Solomon Islands, South Korea, Sri Lanka, Taiwan, Tajikistan, Thailand, Tokelau, Tonga, Tuvalu, Vanuatu, Vietnam, Wallis and Futuna.

Customers not located in one of the above countries are unaffected. There will be no down time for customers on servers in the U.S., Europe, or Canada while we move these sites.

Asia-Pacific customers will experience some down time during the migration process:

  • LibGuides Public side: No down time.
  • LibGuides Admin side and all other apps (both public and admin sides): Estimated 15 minutes of down time; may be up to 30 minutes.

I’m in the Asia-Pacific region – what do I need to do / know?

  • Migration Date: Monday, February 11, 2019 starting at 7pm U.S. EST (Melbourne time: Tuesday, February 12, 2019 at 11am AEDT)
    Time Converter – click “Add another city or time zone” to convert to your location.
  • LibGuides / LibAnswers / LibCal Custom Domains: If you have a custom domain (e.g., research.mylibrary.org, ask.myschool.edu, calendar.library.myschool.edu.au) for your LibGuides, LibAnswers, and/or LibCal site(s), you’ll need to work with your IT department to update your DNS records in time for the migration. We’ll send you instructions / more details in early January.
    If you are not on a custom domain (e.g., mylib.libguides.com, university.libanswers.com, springylib.libcal.com), you do not need to do anything. We’ll take care of everything on our side.
  • We’ll email you in early January with more information about what to expect and what you need to do to prepare for the move.

If you’re using LibAnswers v1 or LibAnalytics and want to move to the Australian server cluster, you will need to move to v2 in order to do so. LibAnswers v1 customers will be live with v2 prior to this server move. If you are using LibAnalytics, please update to LibInsight Lite.

If any questions / concerns pop up, please let us know, and as always, thanks for being on board!

HTTPS for All and All for HTTPS!

(Past HTTPS posts: Aug 24, 2017  |  Sept 28, 2017  |  Jan 25, 2018  |  June 7, 2018)

All major browsers are now flagging HTTP pages as “not secure” as a matter of course. This move toward web-security-by-default is something we at Springshare agree with, so we’ve implemented several things to help all of you ensure that your users are always enjoying a secure experience with Springy Apps – security certificates, forcing HTTPS, and removing TLS1.0 support, to name a few – and we’ll continue to roll out security options in future. In addition, we’re always vigilant in making sure that our code and our servers are safe and secure.

You may be wondering…why should I care if my pages are loading over HTTPS? Well, it’s all about your users’ security & privacy! With data leaks and cyber attacks on the rise, it just makes sense to take advantage of every opportunity to give your users the most secure web experience possible, and HTTPS is the baseline. Also, if you’d like to use the forthcoming LibCal billing functionality (online payments FTW!), an HTTPS connection is required.

Many of our customers have already made the move to HTTPS-only, and found it easy to do! There is no downtime or cost when moving to HTTPS (unless you choose to purchase your own security certificate) and it ensures a better, more secure experience for all of your users. In fact, we have issued over 2,000 certificates (for free!) so that all you need to do is push one button to switch to all secure access, all the time. It’s a win for everyone!

What We Do / What We’re Going to Do:

  • We provide free, automatically renewed Let’s Encrypt security certificates, in addition to the ability to upload your own security certificates.*
    • Load your page using https to double check whether or not your site has a valid, active security certificate.
    • Simply click in your address bar and type https://yoursiteURL.
  • We offer the ability for sites to force all of their pages to load over HTTPS. It is not enabled by default (yet), because there may be some content on your site that you need to update prior to making that move. (See below for more info on mixed content.)
  • We offer HTTPS access for all APIs, so you can ensure security of any information transferred via API.

What You Can Do Now:

  • Check your site for “mixed content“: content embedded in your page that is loaded over HTTP instead of HTTPS.
    Why does this matter? If your overall page is loading over HTTPS, but an embedded item on the page is trying to load over HTTP, the embedded item will not display on the page. Although Springshare has supported HTTPS for a long time, this is the primary reason we have not enforced it yet: giving you time to update your widgets and ensure all content continues to load on your pages.

    • This content could be a search widget, a video, or anything else you’ve embedded. If it’s embedded in your site, it must be embedded via HTTPS.
    • Notes on how to find mixed content in your site is below in the “Searching for Mixed Content” section.
    • If your widget is loading over HTTP, check the site where you got the widget to see if they offer an HTTPS version.
    • If your widget is from a Springy app, it’s easy! Just add https: to the beginning of the “src” to require that it load via HTTPS.
    • If you use Springy APIs anywhere, make sure you’re using them over HTTPS. If not, update your calls by adding that s.
  • Force your LibGuides, LibAnswers, LibCal, and LibWizard sites to load over HTTPS.
    • This ensures a secure experience for your users when using those apps.
    • LibInsight, LibStaffer, and LibCRM are designed to always load over HTTPS, so there’s nothing to change for those systems.
    • This will be enabled for all sites by the end of Q1 2019.

Searching for Mixed Content:

  • In LibGuides:
    • Rich Text items: use the “Search” portion of our Search & Replace tool, and search on http: (with the colon at the end). Then review the list for embedded content. If the item is simply a link out to another website, you do not have to update that (unless the other site supports HTTPS and you want to update it). (This might be the majority of the list.) You’re looking for content embedded in the page, JavaScript, calls to stylesheets, etc. You can use CTRL+A to highlight the results, copy them, and paste them into a program like Excel for easier scanning, if you wish.
    • Widget items: use the filtering options in the Content > Assets area. Once on that page, limit Type to Widgets, enter http: in the Description / Metadata field, and click Filter. Click the edit icon for each item and review as noted above.
  • In LibAnswers you can use the “Search” part of the Admin > Assets > Search & Replace Links tool to find all instances of http: in your FAQ answers (yes, even though it says Search & Replace Links 😉 ). Be sure to check off the “Perform a search only” checkbox when using this tool. The first section will list any Public FAQ Links that contain http: – which may be just fine (though if there is an https equivalent, then it’s a good thing to update). The second section lists Public FAQ content that contains http:. Be sure to check this second area, as it’s likely where you may have embedded something. Also remember to check your Embedded Media / Widgets in your Public FAQs!
  • Load your page over HTTPS and use your Browser’s developer tools (usually something along the lines of: right click on the page > select Inspect > select the Console tab) to see what it marks as “mixed content” on each page. This may take a while, considering the number of pages you may have on your site, but it’s an option.
  • Another option is to use one of the myriad of tools that have popped up to help with this very thing! Do a web search on “mixed content check” (or similar keywords) and you’ll find options like “Why No Padlock?”, etc. (We’re not endorsing any particular thing; that site is simply noted as an example.) Continuing with using that site as an example, it works like this: you enter your https link into the tool and it scans that page (and any page that it links out to), notes any mixed content, and reports back to you with a list. It’s a great way to find all mixed content at once and/or as a check before forcing HTTPs for your site.

* Using a custom domain and seeing that your site does not have a security certificate?

Your DNS records could be pointing to the wrong place or there could be a Certificate Authority Authorization (CAA) in place that is preventing us from getting a Let’s Encrypt certificate on your behalf. We’ve contacted the handful of sites where we know this is a problem. If you’re seeing that you do not have a security certificate, contact your IT department with this information:

  1. Check that your DNS records are pointing to the right place.
  2. Check to see if CAA is enabled. If so, either:

If you do not either allow us to successfully obtain a security certificate on your behalf or purchase one on your own, your site will be unreachable when we require all pages be loaded via HTTPS (by the end of Q1 2019). Let us know if you have any questions!

Planned Server Maintenance: December 26, 2018

Server maintenance is planned for LibGuides, LibAnswers, and LibCal in all regions on Wednesday, December 26, 2018, which may cause brief downtime (no more than 15 minutes in the worst case) for a subset of our customers.

There are no changes or actions required on your side, by anyone, for any product. So you don’t have to lift a finger! This is simply a notification of the expected downtime while we update our servers. We will remind you again (via a message when you log into your system) as we approach the maintenance date.

This work is necessary to strengthen our load balancing infrastructure for all of our customers. As a reminder, we use load balancing so that any sites attempting to connect to a disrupted server automatically move to a healthy server while we replace the disrupted server. A minority of customers, however, opted to be tied to a single server due to the nature of the setup of their custom domain. Those customers will also be load balanced upon completion of this update. (If this does not sound familiar to you, you are likely not part of that minority of customers.)

We chose Wednesday, December 26, 2018 for this maintenance / brief downtime based on usage logs, which show this is one of the lowest usage periods in the entire year. We will further mitigate any disruptions by performing this server work either early in the morning or late at night in each server region’s time zone.

Please let us know if you have any questions!

Living in an HTTPS World

We’ve sent out all of our GDPR notices, so now it’s time to get into a different security conversation: HTTPS and browsers! Good security as a baseline is important, and with browsers also working toward that goal, it’s time to really dive into the HTTPS action with all of your sites.

Remember last year when we posted about Chrome’s changes to mark any webpages that load over HTTP and contain form fields as “not secure”? Well, in case you haven’t heard, they’re continuing to raise their security game, working toward their end goal of all HTTP webpages having a “Not Secure” indicator vs. HTTPS pages having a green lock/Secure indicator, since security ought to be the standard. Springshare agrees with this impending move, which is why we have made it very easy for our customers to make this transition.

In addition, the end of life deadline for TLS 1.0 (an older security protocol) is rapidly approaching (June 30, 2018), so we are removing that protocol from our code. This will not affect most of you, as it is a protocol mainly left in place to accommodate older browsers. (…and none of you are using older browsers, right? 😉 ) What this amounts to is that we are no longer supporting outdated browsers, such as IE10 (which Microsoft stopped supporting in October 2016).

Of course, the big question in all of this is: what does it all mean for you? Well, in terms of your Springshare apps, we’ve got you covered! While there are still a few things for you to think about / do / keep in mind, we’ve been working hard over here at Springy HQ to make this transition to an HTTPS world as easy as possible for all of your Springshare apps.

First, let’s talk security certificates.

In order to load a webpage over HTTPS, you need to have a security certificate (a.k.a., a cert). This tells the interwebs that it’s okay – this site can be trusted. If you don’t have one and try to load your pages over HTTPS, you end up getting a rather scary sounding notice on the screen. Certs are provided by Certificate Authorities: reputable, trusted third-party companies that verify your organization. These certs are what allow you to put the S in HTTPS. 😉

If your site uses a Springshare domain (e.g., mylibrary.libguides.com), you’re all set! You can use the security certificate we have in place for each of our main product domains (e.g., libanswers.com, libcal.com, etc.). If you’re using a custom domain with your LibGuides, LibAnswers, or LibCal sites (e.g., ask.yourinstitution.org), those domains need their own security certificate.

In January, we announced that we’re using Let’s Encrypt as a method to obtain free security certificates for all LibGuides, LibAnswers, and LibCal sites with custom domains. This required some work on your side…really, on your IT colleagues’ side…before the certs were requested.

Well, we just made things even easier: we’ve updated our infrastructure to automatically request Let’s Encrypt certificates for all custom domains without you or your IT colleagues having to lift a finger! Woo hoo! This means that everyone can load their Springshare apps over HTTPS no matter which app or domain!

Step 1: Obtain a cert. CHECK!

Next, let’s talk HTTPS-only.

Since you can load your site over HTTPS (without having to lift a finger), the next step is to require loading of your sites over HTTPS. After all, if you don’t require it, your users could end up loading your page over an HTTP connection (from an explicitly written HTTP-based link on the page, for example). But if your site is working well in HTTPS mode, you can force it to always load via HTTPS with the click of a button, so that users will always load your pages securely.

There are two things you need to do in order to require HTTPS for your LibGuides, LibAnswers, LibCal, or LibWizard sites:

  1. Review your sites for mixed content (anything embedded on the page via HTTP) and update anything that can be updated to load via HTTPS instead. (Remove / replace anything that can’t load via HTTPS.)
  2. Once that’s done, enable the “Force HTTPS” setting in your systems.

What does “mixed content” even mean? If you’ve embedded something in your webpages, like an image, a YouTube video, anything loaded via an iframe, or calls to JavaScript or style sheets, you need to verify it was added using an HTTPS-based URL. If the URL is HTTP, that will cause a “mixed content” error when you try to load the overall page via HTTPS, and that HTTP-based content will not load on the screen because you are trying to load items that are not secure over a connection that is secure.

It is important to note that simply changing HTTP to HTTPS does not guarantee that the embedded item will load over HTTPS. The website where you got the code for that embedded item must support HTTPS in order for it to load over HTTPS.

It is also important to note that Springshare has no control over whether other vendors / websites allow their content to load via HTTPS. That is at the sole discretion of that other vendor / website. So your mileage may vary as you take a look at your sites to ensure that all embedded content loads via HTTPS. You may find that you can no longer embed an item from another site, because they do not yet support loading that item over HTTPS. You will either need to remove that item from your page or find an alternate item to embed. (You can also appeal to that other vendor / site to allow that item to load via HTTPS.)

Once again, for Springshare related things, we’ve got you covered! Our images (uploaded via the Image Manager), widgets, and APIs are already set to roll for HTTPS action (meaning they’ll all load via HTTPS).

So how do you find these HTTP embedded things in your site, so you can update them? You have a few options!

  • In LibGuides:
    • Rich Text items: use the “Search” portion of our Search & Replace tool, and search on http: (with the colon at the end). Then review the list for embedded content. If the item is simply a link out to another website, you do not have to update that (unless the other site supports HTTPS and you want to update it). (This might be the majority of the list.) You’re looking for content embedded in the page, JavaScript, calls to stylesheets, etc. You can use CTRL+A to highlight the results, copy them, and paste them into a program like Excel for easier scanning, if you wish.
    • Widget items: use the filtering options in the Content > Assets area. Once on that page, limit Type to Widgets, enter http: in the Description / Metadata field, and click Filter. Click the edit icon for each item and review as noted above.
  • In LibAnswers you can use the “Search” part of the Admin > Assets > Search & Replace Links tool to find all instances of http: in your FAQ answers (yes, even though it says Search & Replace Links 😉 ). Be sure to check off the “Perform a search only” checkbox when using this tool. The first section will list any Public FAQ Links that contain http: – which may be just fine (though if there is an https equivalent, then it’s a good thing to update). The second section lists Public FAQ content that contains http:. Be sure to check this second area, as it’s likely where you may have embedded something. Also remember to check your Embedded Media / Widgets in your Public FAQs!
  • Load your page over HTTPS and use your Browser’s developer tools (usually something along the lines of: right click on the page > select Inspect > select the Console tab) to see what it marks as “mixed content” on each page. This may take a while, considering the number of pages you may have on your site, but it’s an option.
  • Another option is to use one of the myriad of tools that have popped up to help with this very thing! Do a web search on “mixed content check” (or similar keywords) and you’ll find options like “Why No Padlock?”, etc. (We’re not endorsing any particular thing; that site is simply noted as an example.) Continuing with using that site as an example, it works like this: you enter your https link into the tool and it scans that page (and any page that it links out to), notes any mixed content, and reports back to you with a list. It’s a great way to find all mixed content at once and/or as a check before forcing HTTPs for your site.

Once you’re done updating your sites and have no mixed content, you’re ready to require that your Springy app pages load over HTTPS! (Note: This does not affect links out to other webpages, only pages within your Springshare apps.) This helps in a couple of situations: someone types the URL of your site, but doesn’t explicitly type HTTPS at the beginning OR there’s a link on one of your site’s pages that goes to another page in the site and it hasn’t been updated to use HTTPS; in either case, the user will be automatically redirected to HTTPS, ensuring their connection remains secure.

How do you require HTTPS in Springshare apps?

LibApps screen where you set HTTPS as required.

  • LibGuides, LibAnswers, LibCal:
    • Go to LibApps > Admin > Domains and Certificates.
    • Click the padlock icon in the Actions column.
    • Go to the “Force HTTPS” tab and choose “Required”.
  • LibWizard:
    • Go to LibWizard > Admin > System Settings > Misc Settings.
    • Check off the “Load Site in HTTPS?” option and click Save.
  • LibStaffer, LibInsight, and LibCRM operate solely via HTTPS; there is nothing to change.
  • If you are using any APIs from any products, be sure to explicitly load them via HTTPS.

HTTP is dead. Long live HTTP! HTTPS is the new normal for all websites, all around the world, so in the coming months, we will completely disable HTTP (i.e., loading pages via HTTPS will be forced automatically) and make other important security upgrades for all products (such as enabling HSTS and other security related headers). Here at Springy HQ we are working (and will continue to work) tirelessly to ensure the security and privacy of all of our users and their patrons in their online activities.


Still on LibAnswers v1 or LibAnalytics?

The best advice we can give you is to move to LibAnswers v2 or LibInsight / LibInsight Lite (respectively) in order to ensure that your systems are taking advantage of the latest options for security, including ensuring loading of sites over HTTPS. We do not support security certificates for v1 products.

On a Domain Other than libguides.com for your LibGuides site? (e.g., campusguides.com, communityguides.com, libguidescms.com, etc.)

Please contact our support team to discuss changing your domain to one on libguides.com so you can use our security certificate. We are not supporting certs for those other domains.

Springy https-a-palooza is Go!

It’s here – the release you’ve all been waiting for: the Springy https-travaganza! 🎉
And yes, it’s “Springy” vs. a specific product, because this affects all of our products. Let’s go through the list of fun new stuff, shall we?

LibAnswers & LibCal Now Support SSL Certificates (via LibApps)

LibApps Admins can now upload security certificates for LibAnswers and LibCal custom domains! It’s not just LibGuides anymore, folks. All products that support custom domains now also support security certificates for those domains. Head to LibApps > Admin > Domains & Certificates, and click the lock icon in the Actions column. Please read through those screens and our documentation to learn more about the process of installing certificates for your sites. This often requires coordination with your IT department so be sure to include those folks in your conversations, as well.

Don’t forget, anyone on a libguides.com, libanswers.com, libcal.com, libwizard.com, libsurveys.com, libinsight.com, or libcrm.com domain is already covered by Springshare’s security certificates, so you can go all https at any time! (If you’re on a campusguides.com, libguidescms.com, or communityguides.com domain, please contact us about switching to a libguides.com domain to take advantage of our security certificate. In addition, if you have a domain formatted like this – guides.mylibrary.libguides.com – please contact us about changing to something like guides-mylibrary.libguides.com in order to take advantage of our security certificate.)

As we’ve mentioned before, this only covers your Springy domain, not the widgets, etc., you’ve added within any pages. If you’ve decided to use https for your sites, you’ll also want to check any widgets you’ve added to the systems (other vendor/site widgets, like those from subscription databases, social media sites, etc.) to see whether they are http or https, as non-https widgets will trigger a security warning. If they are not https, check with that vendor/site to see if they offer an https option. Springshare widgets/APIs are either protocol-less (meaning they’ll work on both http and https pages) or are already https. See our FAQ for more info.

LibApps Now Supports Wildcard and SAN Certificates

Yes! You can now upload wildcard and SAN certificates. What are wildcard certificates, you may ask? They’re certificates that cover a whole domain vs. just one subdomain. For example, a wildcard certificate might be for *.mylibrary.org, so it covers mylibrary.org, research.mylibrary.org, ask.mylibrary.org, calendar.mylibrary.org, etc., etc., all under a single certificate. Most sites likely won’t need a wildcard certificate, but for those who do, it’s now an option.

Force https is Available…

…for most apps. LibGuides, LibAnswers, and LibWizard allow you to force pages / widgets / APIs to load via https. LibInsight always loads over https. The best part? This is available to:

  • All sites on libguides.com, libanswers.com, libwizard.com, libsurveys.com, and libinsight.com domains and
  • LibGuides and LibAnswers sites with custom domains, who have uploaded security certificates.

The ability to force https for LibCal sites (via LibApps) will be available in the not-too-distant future, and we’ll be updating LibStaffer to be all https, all the time. Keep your eyes on our blog for those announcements.

What does this actually mean? If you’ve enabled “force https,” have an http link to a guide in LibGuides or FAQ in LibAnswers (etc.) somewhere on a webpage, and someone clicks that link, they’ll automatically be redirected to https instead. Any links they click for other pages in that LibGuides / LibAnswers / etc. site will also automatically load over https. That’s it! It loads your LibGuides, LibAnswers, and LibWizard pages over https no matter whether the link that brought the user there was http or https. So if you forgot to update a link…or someone has something bookmarked…or a member of your community has a link on one of their webpages…it’ll always load over https.

What does this not mean? The links you have set up in your site that go to other websites (subscription databases, books in your catalog, etc.) will not be forced to use https. Springshare does not control those other websites, so we have no control over how those sites are loaded.

Here’s how to force Springy sites to use https:

  • LibInsight: enabled by default; you don’t have to do a thing.Screenshot of "Force HTTPS" setting.
  • LibWizard: Go to Admin > System Settings > Misc Settings.
  • LibGuides & LibAnswers:
    • Go to LibApps > Admin > Domains & Certificates.
    • Click the lock icon in the Actions column for the site.
    • Under “Force HTTPS” Setting, choose Required.
      If you do not see the “Force HTTPS” Setting section, either that app doesn’t currently support it as an option (e.g., LibInsight is always https; LibCal support is coming soon) or you have a custom domain (for LibGuides / LibAnswers) and need to upload a security certificate before you can access that option.

On LibGuides v1, LibAnswers v1, or LibAnalytics?

The best advice we can give you is to move to v2. The v2 platform is better, more secure, faster, feature-rich…so there is no reason to stay on v1. If you’d like some assistance, our support team can help you figure out how to do it in the quickest way possible. We also have dedicated training sessions and step-by-step migration guides (LibGuidesLibAnswersLibAnalytics) to walk you through the entire process. We do not support SSL certificates for custom domains for v1 systems.

Additional Features & Fixes

It wouldn’t be us if we didn’t also include an extra list of fixes & features in our releases, now would it?

  • LibGuides: A-Z Page statistics are now available in base LibGuides, in addition to LibGuides CMS.
  • LibAuth: Empty postfix field is allowed in LDAP configurations.
  • LibAnswers: LibChat accessibility adjustment – frameborder=”0″ has been replaced with CSS in chat widgets.
  • Fixed in LibGuides:
    • When creating new Database Assets, assigned Friendly URLs now stay put, as intended.
    • An ampersand in the name of an E-Reserves course no longer breaks the OAI feed.
    • The “Edit Database” modal window in guides now appropriately points people to the A-Z Database List page for editing fields…which is far more useful than pointing to an outdated location.
    • IE10 users, rejoice! (Is that a thing? 😉) The Image Manager works again within LibCal and LibAnswers.

As always, we’re here to help! Let us know if any questions pop up…

LibAnswers Update Live!

Happy August everyone! We rolled out a couple of small LibAnswers features and a handful of bug fixes today – check it out…

Features:

  • Knowledge Base Explorer: The Queues filter now has a “Select All” option…especially helpful for folks who have a lot of Queues!
  • Answer Page > Tags: For systems where tags are not locked down, when typing in a tag, the list of matching tags is now listed by popularity.

Fixes:

  • Answer Page > Rich Text Editor: Restoring a draft while there is text in the Rich Text Editor now correctly adds the draft to the existing text instead of, well, not adding it at all (it was left as a draft), which isn’t as helpful.
  • System Status Management (SSM) Fixes:
    • You can now select a keyword when opting to have a widget display FAQs by Keyword, since that’s the whole point of the option.
    • If you add a heading to your product widget, that field now displays when using the widget.
    • Have products in folders? Clicking them now appropriately brings user to the page for the product vs. just closing the folder, which isn’t as effective, from a user perspective.
    • Users no longer get stuck seeing the “Loading…” message when submitting questions, problems, or praise in product widgets. They appropriately see the confirmation message instead.
  • When downloading files in Firefox, the file is now helpfully associated with the appropriate program by default if you choose to open it, instead of needing to download it first, then open it.

LibAnswers 2.15 Update – Redesigned Chat Widgets!

You read that right, the latest LibAnswers release includes redesigned chat widgets for your patrons, a few awesome operator side updates, and a brand new widget type, to boot! You do not need to make any changes to your existing LibAnswers widgets to take advantage of the redesign. All of your widgets have automatically been updated / settings transferred, so they now display the new layout. There are two reasons you might want to edit your widgets:

  1. Take advantage of the new functionality (outlined further below), like asking for contact info or sending a LibCal My Scheduler link.
  2. If you had added Custom CSS to a widget, you’ll need to edit that widget and redo the CSS. All class names changed in the new widgets, so CSS changes need to be redone. Until you do this, your widgets should just have the default look.
    How do you know? Edit a widget in LibAnswers > LibChat > LibChat Widgets and check out the Custom CSS box. If there’s something there, you’ll want to check out the new version and redo customizations.

And with that out of the way, let’s get into more details! We’ll start with operator side changes, so you can see them in action in the widgets later. 🙂

Operator Updates / Additional Widget Options:

When you log into your LibAnswers system, you’ll see the LibChat / Stand-by Alerts area at the top looks a bit different. We redesigned this area to make it a little clearer what was happening there. LibChat is Online / Offline: see whether or not anyone in your system is online with LibChat. LibChat: You are Online / Offline: for your account, specifically; sign in or go to the LibChat dashboard, depending on your status. Stand-by Alerts toggles stand-by alert notifications on / off.

LibAnswers Dashboard - Statuses

Did you notice the profile picture there? Set a profile pic for yourself or for a LibChat Department for use with the new widgets! Click your email address in the upper right hand corner to choose your LibApps profile pic or a generic profile pic. Edit a Department (Admin > LibChat Set-up) to set a profile pic for a department. Department profile pics are used with proactive chat, in the initial proactive window. Individual profile pics are used within the chat itself.

Have you ever been logged in at one location, then moved locations, realized you forgot to log out of LibChat, and needed to log in again? Well, now you can easily log yourself out of other locations! If you’re logged in at one location and then log in again at a new location, the error page offers an option to log other locations out of LibChat.

New chat options / widget:

  • Contact Info: Make patron follow up easy by requesting contact info (email / SMS number) right on the widget login screen or anytime during the chat.
    • On the Create / Edit Widget page, look for the “Prompt for contact info” option in the “Before the Chat” section.
    • Once selected, configure additional options: Contact Request Message (message sent during a chat) and Require contact info at start (of chat).
    • LibChat: Operator - NewOptionsWhile chatting with a patron, you can use the i icon at the top of the chat box to see if they submitted their contact info. If they didn’t, use the address card icon at the top of the chat box to request it! If you don’t prompt for name, contact, etc., before a chat begins, it will also request those fields, including custom questions.
  • Follow Up Message: New setting for the message sent if patron is inadvertently disconnected (internet connection trouble, etc.) or if they get the delayed claim message, allowing them to submit a ticket for follow up.
  • Ratings & Comments Additions: Users can now check a box to email themselves a transcript or request to be contacted for follow up right in the Ratings & Comments area! If they have not already entered contact info (email / SMS), they’ll be prompted to do so. Modify the labels on these checkboxes by clicking on that area in the widget builder preview.
  • LibCal My Scheduler: Send your patrons a link to your My Scheduler page right in your chat!
    • Update your LibAnswers profile (click your email address in the top right corner) to define your personal & system level My Scheduler URLs.
    • Also (optionally) included as a button in the proactive chat / offline chat messages. Use the widget settings to set a group / personal My Scheduler as the button link.
  • LibChat Floating ButtonsFloating Widget: A new widget type that puts a chat icon at the bottom-right of your webpage. When clicked, the widget opens to full screen height, maximizing available chat space. This widget can be minimized / maximized without losing the chat, which is especially great for mobile devices, if the patron wants to see the page behind the chat again. Like other chats, it can also be popped out into its own window, so the patron can take the chat with them.

Widget Updates

Here we are – the patron-side updates! The entire look of the widgets has changed, from top to bottom.
LibChat Floating Widget

  • Left/right side messaging, so it’s easier to follow the conversation with a familiar text-message-like layout.
  • As mentioned, profile image inclusion, to create a stronger connection with your patrons.
  • Buttons for overall widget actions, like sound, are at the top and message related actions, like file attachments, are at the bottom.
  • Feedback is integrated into the end of the chat vs. taking over the window. It also includes the option to email a transcript, so patrons don’t have to click the icon separately at the end of a chat.
  • Patrons can elect to be contacted for follow up, if that’s been enabled for the widget. Their message is submitted as a ticket in LibAnswers, which provides notifications to you however you have that set up (email, LibChat, etc.).
  • As mentioned above, if a patron happens to get disconnected, they’re able to enter their contact info and submit a ticket to the system for follow up.
  • Once a chat has ended, the x (end chat) icon changes to a reload icon, allowing the patron to start a new chat, if they wish.

We also included a helpful little fix in the mix:

  • LibChat statistics export now correctly shows the total number of chats (vs. 0). You know you chatted, LibAnswers knows you chatted, the stats show you chatted…and now the total number in the export has fallen in line to show you just how much.

We hope you enjoy these LibChat updates as much as we do! <3 🙂

New Springshare Data Center: Canada – July 2017

Springshare is pleased to announce that we are bringing data centers online in Canada on July 9, 2017! All Canadian customers will be hosted on these servers. In Q3 & Q4 we’ll bring servers online in Australia and Asia, respectively.

These new servers host v2 products only: LibGuides v2, E-Reserves v2, LibAnswers v2, LibCal v2 w/Equipment Booking, LibStafferLibWizard, LibInsight, and LibCRM. Once you move to this new cluster, all of your Springshare tools (current and future) are located there.

Who is moving & will there be down time?

We’re moving all v2 sites and content for customers located in Canada. European customers remain on the European servers; for customers in other areas of the world, you will remain on U.S. servers. There will be no down time for customers on U.S. or European servers while we move these sites.

Canadian customers will experience some down time during the migration process:

  • LibGuides v2 Public side: No down time.
  • LibGuides v2 Admin side and all other apps (both public and admin sides): Estimated 15 minutes of down time; may be up to 30 minutes.

I’m in Canada – what do I need to do / know?

  • Migration Date: July 9, 2017, starting at 10pm U.S. EDT
    Time Converter – click “Add another city or time zone” to convert to your location.
  • Verify Your Move – Server Migration Check: You must verify that you are listed as moving to the Canadian servers.
    • If you are listed as moving, your sites will be moved / you will experience some down time during the migration (see above).
    • If you are listed as not moving, but you should be moving, fill out the form on the results screen, requesting we add you.
      • You do not need to fill this out if you are listed as moving.
    • If are listed as moving, but you’d like to opt-out of the move, fill out the form on the results screen, requesting we remove you.
  • LibGuides / LibAnswers / LibCal Custom Domains: If you have a custom domain (e.g., research.mylibrary.org, ask.myschool.edu, calendar.library.myschool.ca) for your LibGuides, LibAnswers, and/or LibCal site(s), you’ll need to work with your IT department to update your DNS records in time for the migration. See our DNS Change FAQ for instructions.

    If you are not on a custom domain (e.g., mylib.libguides.com, university.libanswers.com, springylib.libcal.com), you do not need to do anything. We’ll take care of everything on our side.

    The “Verify Your Move” check will tell you whether or not you have a custom domain.

If you’re on v1 for any apps and want to move to the Canadian server cluster, you will need to move to v2 in order to do so. You do not have to move prior to the July 9, 2017 server migration date, though you’re welcome to, if you’d like! Learn more about updating to LibGuides v2, LibAnswers v2, LibCal v2, and for LibAnalytics subscribers, LibInsight Lite.

If any questions / concerns pop up, please let us know, and as always, thanks for being on board!