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

Spring 2020 certainly has been an interesting beast thus far, and we at Springy HQ hope that you and yours are safe and healthy! We are an all-remote workplace, and as such have continued to chug along in our jobs (albeit with new office mates in a lot of cases!), supporting so many of you in your newly-remote work, and coding up exciting new features that we hope will make your jobs a bit easier.

We are trying something new with this release-related blog post. Below you will find the features that we think are most exciting and important in all our apps. We feel it important to let you know about all the features we’ve worked on, though, so we are also going to start publishing Release Notes. You will need an account on the Springshare Lounge to view the notes. 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, April 3, 2020.

One last thing before we get to those features! We’ve updated the Support widget that is displayed on every admin-side page. We’re connecting you directly to documentation in this widget, so that you can get help even faster. Search through our comprehensive FAQs to find concise help on any topic. If you don’t find your answer, scroll to the bottom of the FAQ page to submit a question: *

screenshot

*With apologies to U2. And no, it wasn’t Cindi’s idea, but it might be why she took this job. 🙂

Read about: LibAnswersLibCalLibGuides | LibWizard | LibStaffer | LibCRM | LibInsight

LibAnswers

With this release we have more fun new features and key chat and Co-Op improvements to share!

New LibAnswers Features

  • Ticket Countdown Alerts – If your site requires responding to a patron reply within a specific timeframe, use the new “Reply Timer” feature to give your site a visual indication of the amount of time remaining to reply to the patron. When this feature is enabled, a color coded (green / yellow / red) timer label is shown within the Dashboard and Tickets Knowledge Base Explorer to help notify your staff of time remaining to reply. Admins can head to Admin > Queues > Edit Queue > General Settings to enable this feature.
  • Bulk Edit FAQs – For sites who manage a lot of FAQs, we’ve added a new “bulk edit” feature, which allows you to publish and unpublish FAQs and/or change their group affiliation. Head to Answers > FAQ Entries, use the checkboxes to indicate which FAQs you want to change, and choose the action you’d like to take.
  • Policy FAQ Preview links – Admin-level users who maintain your site’s policy FAQs will now see a “preview” option on the browse FAQs and edit Policy FAQ pages. This option allows them to see how the FAQ will display within the LibChat operator screen when cooperative librarians respond to chats from your library’s patrons.
  • Institution Coverage Reports Update – In addition to displaying Co-Op chat monitoring activity, Institution Coverage Reports now also display the total number of chats that were claimed and answered during each shift. Co-Op and Institution Admins can head to the Co-Op > Reports > Chat Monitoring Activity to see this report.

Updates for Shared Group Systems

  • Group Member Admin account level – Good news for admin users in Shared Group Systems – we’ve added a new account level in Shared Group Systems for Group Member Library Administrators. This account level is currently able to add / edit / delete accounts, but only within their assigned Group Member Library. In the future, this account level will also be able to edit the policy FAQs for their Group Member Library and leave feedback on chat transcripts that are associated with their library. To assign someone to a Group Member Admin account, System Account holders can head to the edit account screen > Add/Edit Account > Account Type: Group Member Admin.
  • Adjusted Chat Transcript Visibility: We’ve adjusted our approach to chat transcript visibility in Shared Group Systems for librarians who are assigned to a Group Member Library. Now librarians who are assigned to a Group Member Library will be able to view all chat transcripts that originated from chat widgets affiliated with their library, as well as transcripts that were answered by librarians from that Group Member Library. Users in Shared Group Systems can see this change by heading to LibChat > Transcripts.

QuestionPoint Data Portal

With this release, former QuestionPoint clients will now see a special portal page for viewing historical QuestionPoint data. This portal page includes the top level Institution Stats report for viewing stats on the total questions answered by each institution. We’ve also included a portal for each site’s previous QuestionPoint Service History, which provides access to the past 3 years’ worth of chat and email interactions from your QuestionPoint system. Admins can head to Admin > QuestionPoint Data and select a report or transcript to view.

Smaller fixes and Miscellany

  • Co-Op Duplicate Operators – We’ve fixed an issue where, in some cases, some operators from other systems were displaying more than once.
  • Co-Op Users Going Offline – Related to the above issue, we’ve also fixed an issue causing operators from other systems to show as online when they had gone offline.
  • Policy FAQs Jump – We’ve fixed a display issue that affected chat operators viewing the policy FAQ from another library.
  • New Window Link Targets – We fixed window targets in the question form and in System Status Management posts so that they open in a new window if set that way.
  • Searching Public FAQs from Internal Chats – We’ve fixed a problem that prevented searching public FAQs from within internal/1:1 chats in the new chat dashboard.
  • Institution Activity Date/Time Reports – We’ve adjusted the way we display data in Institution Activity Reports to display in the user’s local timezone, instead of always displaying in UTC.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

We’re thrilled to bring you some great new LibCal features!

Appointments

We’ve added a calendar view that will display all currently-booked appointments.  Filter this new view by individual or all users, hover over an appointment to view details, or click details in the bottom pane to edit. Head to Appointments > Calendar to check out this new view!

We also have a few Accessibility fixes for Appointments:

  • We corrected contrast errors and addressed keyboard navigation issues for headings and buttons when making a booking.
  • We fixed an issue causing keyboard focus to be lost inside the information modal in appointments.

Calendars/Events

You can now attach files to events! A limit of 5 files (20MB per file) can be attached to a calendar event.  The file attachments will display on the public event page(s) as downloadable links.

Registration form responses are now viewable on the Registrations and Waitlist tabs, when managing an event. To change which fields are displayed in the table, click the ‘Columns’ button. 

  • When deleting a location, you can now choose “No Location” as its replacement. Once your location is deleted, any events using that location will be changed to “No Location.”
  • When adding a full registrant to a series linked event on the admin side, you can now add that registrant to all events in the series or to the selected event and all future events in the series.
  • We added a language customization option for the ‘More’ link on public event cards.

Equipment/Spaces

Make your Availability grid stand out! Now you can add patterns/stripes to the admin and public page availability grid.  Head to Admin > Equipment & Spaces > Settings to add patterns to your statuses.

  • Granular Locations Access: We’ve added a new permission at Equipment & Space > Manage Locations, so that you can grant Regular users access to each location.
  • View check-in information: The Equipment Booking Explorer will now display which user Checked In or Checked Out an item, along with the date and time of these actions.  Head to Equipment > Booking Explorer to view this new functionality.
  • We’ve added support for email tags in email templates.
  • We’ve added the ability to copy equipment bookings from the ‘Check Out’ & ‘Check In’ pages.
  • A language customization has been added for the public page(s) error when a user exceeds their weekly booking limit.
  • The ability to post past equipment & space bookings through the API when using the ‘adminbooking’ parameter has been added.

We also have these accessibility fixes to bring you:

    • We mitigated errors on the public equipment page.
    • Headers on an individual Spaces pages were skipping from h1 to h4 to h2.
    • Keyboard navigation issues.

Miscellaneous

We’ve added an email notification for Exchange/Google sync/auth failures.  Currently, this email will alert any emails that are added for  Appointments OAuth and EWS connection errors and Spaces OAuth connection errors.  Future support is coming for Spaces EWS and Appointments, Calendars & Spaces Google connection errors.

Accessibility fixes have been completed for the following on multiple public pages:

  • Public pages that had nonconsecutive h1, h2, h3, h4 elements
  • Color Contrast errors
  • Icon Tag issues

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

LibGuides and LibApps started our release-week party early! Check out last week’s blog post for what’s in this release, which is also expected to be complete by April 3.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Privacy Scrub Tool

The long-awaited Privacy Scrub tool is is available now! With this new functionality, you can specify which fields in your LibWizard items are scrubbed on a rolling, monthly basis. Admin users head to Admin > System Settings > Privacy Data Scrub page to complete the form to activate this feature for your site. There are also a few fields that you can optionally set to scrub for your system as a whole, since every form has the potential to save IP addresses and information about the submitter (name, email, phone).

Once it’s activated, admin-level users can also see when the scrub was enabled, and what it’s set to scrub, from this location.

Admin Privacy Scrub

In individual items, find this new setting by editing any item in the system and going to Options > Advanced > Configure Privacy Scrub. For each field that appears in the list, select whether or not you’d like to scrub that field.Privacy Data Scrub Settings

Additional Improvements

  • We fixed the issue where individual feedback wasn’t being saved properly for existing fields.
  • We’ve fixed the Pre-filled URL for time for date fields.
  • Pre-filled URL works with LibAuth authenticated forms.
  • The ‘Jump To Slide’ function when previewing standalone slides now works as expected.
  • Data Submission Notices are displayed properly for all tutorials.
  • We’ve fixed the issue where the banner header was still being displayed for widgets in pages that have the ‘Do Not Display Banner Header’ checked.
  • Last Updated and Last Updated By information is available in the F/S/Q/T list page.
  • We’ve updated the behavior for ‘Require correct answer to continue’ fields by adding in a new language text that will be displayed if that field does not have any feedback (individual, wrong/correct) enabled.
  • The Standalone Tutorial iframe has been updated so that it will behave as the ‘top’ window, allowing any embedded websites to behave as if it were the top window. This helps when embedding third party sites that may check to see if it’s the top window. For example, the World Health Organization page has a logic to redirect itself from the iframe if it is not the top window.

We also have these accessibility fixes to bring you:

  • We’ve added additional color settings for feedback styling. This includes wrong, correct, and informational feedback looks.
  • We’ve fixed “Link Purpose” errors on the Form, Survey, Quizzes, and Tutorials (F/S/Q/T) list pages.
  • We’ve added appropriate descriptive labels for the F/S/Q/T list pages, field editor modals, Admin pages. Text input fields have the appropriate descriptions via aria-label tags.
  • The ‘title’ on public forms has the proper ‘title’ tags.
  • Tutorial > Select/Edit slide breadcrumb color has been updated to conform to W3C’s color contrast criteria.
  • We fixed an error coming from the top navigation menu.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

We have the following LibStaffer features and fixes ready to deliver to you next week!

Schedules/Shifts
  • We’ve corrected an issue when editing shifts that have been previously synced to Outlook. Any edits will correctly reflect changes in Outlook.
  • We fixed an issue causing the end date to not appear when editing a recurring shift using the ‘From This Date Forward’ option.
  • The 24-hour time format correctly displays in the Schedules calendar view, shift details time display, and picker.
  • Accessibility fixes have been done for the ‘Copy Shifts’ page.
Time Off
  • Elevated Regular users who have the ability to approve Time Off will only see accounts associated with the schedules where they have that permission.
  • We’ve corrected an issue where the ‘All Day Event’ was not working properly at the start of Daylight Savings Time.
  • The 24-hour time format correctly displays on the Time Off calendar view and Time Off record entry time picker.
  • Accessibility fixes have been completed for the Time Off calendar and staff timeline view.
Misc.
  • You can now enter Holidays using a date range vs. adding the days one-by-one! Head to Admin > Holidays to check out this new feature.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

This LibCRM release brings Custom Fields for Interactions and some improvements to the dashboard and navigation bar, as well as a bunch of small changes and fixes.

Custom Interactions

We’ve reworked the way interactions were set up in the system. Interactions can be completely personalized by showing / hiding system fields and adding / removing custom fields (as you do for profiles)

Interaction Types tab: since they have similar behavior as profiles now, interaction types are no longer in the Manage Form Fields / Categories & Terms tab. Instead, Interaction Types has its own tab at the top of the page.

In this “Interaction Types” tab, you can create new types of interactions.

Important:  this is a required field. When this feature goes out, all interactions will be given the type “Unknown.” You can customize your types from here, but this default type cannot be deleted or edited.

Fields for Interaction Types tab: Create custom fields that will be displayed when creating/viewing an interaction. Custom fields for interactions present the same level of flexibility as the ones in profiles (view, create, delete, edit). As in other places, the system will provide some basic “Interaction System Fields” that can’t be deleted or edited, to ensure your data stays organized.

  • Improved interaction performance: we have tweaked the way the system works in order to make working with interactions faster.
Additional changes
  • We have turned the At a Glance panel into a way to quickly navigate to the information presented. Clicking the link redirects you to the specific module of the system.
  • We removed the “New” dropdown from the navigation bar. Go to the respective areas to create new content.
  • Also note that the Help link is no longer a question mark. Click “Help” to jump to documentation.
  • Search filters selected by default: when using the search box in the navigation bar all the search filters are selected by default, effectively searching the entire system.

Profiles
  • We have increased the “Description” character limit from 255 to 1000 characters.
  • We have added a link to create a new type right next to the “Select Type” option when creating a Person/Organization profile or and Interaction. That way the user won’t have to leave the creation process to create a new type from the Manage Form Fields page and then come back to the create entity process and complete it.

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LibInsight

We’ve updated our Cross Dataset Analysis codebase to be more efficient and manageable! We’ve also included two new aggregate types for cross dataset analysis: Hourly (up to two days) and Daily (up to one month).

Fixes and Improvements
  • We’ve fixed the issue where admins could not access Shared datasets via Admin > Manage Datasets page. Clicking the Shared dataset name will take you to the Record Data screen and not the LibInsight Home landing page.
  • The ‘View Statistics’ link has been fixed for Shared datasets.
  • The broken link ‘+ Add new SUSHI Credential’ on the Counter 4 datasets edit platform page has been fixed.
  • If you have LibCRM, then LibCRM will be available in the top navigation menu links (in the blue dropdown left of ‘Home’).
  • The Created Time for COUNTER 5 datasets has been updated to Local Time Zone format from UTC format.
  • Better handling of invoice file uploads by checking to see if the file actually uploaded successfully.
  • Cross Dataset Analysis will include two new aggregate types: Hourly and Daily.
Accessibility
  • All charts are now fully accessible.
  • The required fields for any dataset that has a form for data input have the proper aria-required properties.

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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 throughout 2020. We are always here for you if have any suggestions or questions.

Browsers Continue to Increase Security…Springshare’s On Board

Here at Springshare we want to make sure all of you are aware of updates that impact your apps and users, whether those are updates that we initiate or that are initiated by others, like Google’s Chrome updates we’ve made you aware of over the years (with other browsers following suit). (Here’s a post on HTTPS, which links to previous HTTPS-related posts, and additional notifications about security updates in our January and February release posts.)

Security and privacy are very important to us here in Springy-land, and these changes fall in line with our own efforts to help secure your webpages. Having HTTPS-secured webpages is what is best for both you and your users! It ensures both your institution data and your user data are safe and allows your patrons to be confident in browsing / using your site. In turn, this makes them even more likely to come back, because they know you have their security in mind and well in hand.

Google recently announced some upcoming changes to continue their journey towards a more secure browsing experience for users. These changes will gradually roll out starting in Chrome 82 (April 2020), with warning messages on downloads of unsecure files (HTTP-based URLs to files) that are on secure (HTTPS) pages. These are called “Mixed Content Downloads”. As the year goes on, Chrome will start blocking these files vs. just warning users about them. Here’s the timeline for various file types that will get warnings, then eventually be blocked:

  • Chrome 82 (April 2020): HTTP-based Executable files on HTTPS pages will display warnings.
  • Chrome 83 (June 2020): HTTP-based Executable files on HTTPS pages will be blocked; warning messages begin for archives (.zip) and disk images (.iso).
  • Chrome 84 (August 2020): Archives and disk image HTTP-based URLs on HTTPS pages will be blocked.
  • Chrome 85 (September 2020): Warning messages begin for image, audio, video, and text files.
  • Chrome 86 (October 2020) and beyond: Chrome blocks all mixed content downloads (HTTP URLs for downloads that are placed on HTTPS pages).

As with past security updates led by Google with Chrome, we expect that other browsers will follow suit in blocking mixed downloads in their future releases.

Many of you will only start to be affected by these changes when it comes time to put out warnings for image, audio, video, and / or text files, so you have plenty of time to get ready for this transition in September and October 2020.

Here’s what you can do now in your Springshare apps to prepare for these changes, if you haven’t done so already:

  1. Check for Mixed Content in Your Sites
  2. Ensure You Are Forcing HTTPS for Your Sites

1. Check for Mixed Content on Your Sites

Mixed content is anything (like an image or search widget) on an HTTPS-loaded webpage that has an HTTP-based URL as the source. This content is blocked in most modern browsers if displayed on a secured (HTTPS) page. For example, if you have an image embedded in your HTTPS-loaded page, you need to make sure the URL in the “src” for the image is also loading over HTTPS.

While we plan to assist in this process by automatically upgrading http:// listed content to https://, that doesn’t mean that all of that content will work once it’s listed as https. Whether or not it works all depends on the owner of that content / page. If the vendor or website owner does not support HTTPS for that page, widget, etc., then the content will not appear on the page.

Until we roll this automatic process out, and even after we do, you can plan for updating this content yourself!

  • If/when you find something that is loading over HTTP, you can try simply updating the source URL to HTTPS and see if that works.
  • If it does not work, you’ll need to contact the provider of that content (i.e., the vendor or website owner) to see if they provide HTTPS-compatible code / website, or when they will. If they do not have an option and aren’t planning to offer an option in the near future, you’ll need to remove that content from your page until you can find a secure alternative. Unfortunately, this is not something our support team can help with, since we do not control other vendors’ / institutions’ products or websites.

Now let’s talk about several places you’ll want to check for that mixed content…

Images

Check any images you have in your page content (guides, FAQs, etc.) to ensure they’re using HTTPS URLs. If they are using HTTP URLs, they will not display on HTTPS-secured pages.

Check that any images you are using in customized headers / footers are using HTTPS URLs. If they are using HTTP URLs, they will not display on HTTPS-secured pages. (If you are using our “upload banner image” option vs. custom HTML, those images will load over HTTPS.)

Images uploaded to your Image Manager automatically include an HTTPS URL.

Embedded Documents

If you are displaying a document in a page via an iframe, verify that iframe is using an HTTPS URL. If it is using an HTTP URL, it will not display on an HTTPS-secured page.

Embedded Pages or Widgets Inside of iFrames (Including LibWizard Tutorials)

If your embedded page does not require a login: Ensuring the URL used is an HTTPS URL will allow these pages to continue displaying. This is separate from the SameSite Cookie update, where login-required pages no longer display in iFrames.

If the site in question does not support HTTPS, you will need to either link out to that page instead or simply stop embedding that page until / unless they do. You will need to contact that website owner to find out if / when they plan to provide HTTPS access.*

If your embedded page does require a login, you will need to start linking out to those pages instead of attempting to embed them. Embedding them is no longer possible due to the SameSite Cookie update.*

Embedded Widgets (e.g. videos, catalog search boxes, etc.)

Ensure all URLs used for embedded widgets are using HTTPS. If it is using an HTTP URL, it will not display on an HTTPS-secured page.

If the vendor providing the widget code does not yet support HTTPS, you will need to remove that widget from your page and contact that vendor to see when they will start providing HTTPS support, or find another widget to use that does support HTTPS.*

External Stylesheets & JavaScript Files

These are calls you may have added to your site’s Custom JS / CSS code boxes in your various Springshare apps.

It is especially important to check these, as some users have stylesheets / JavaScript files from external sources (such as their institution’s servers) and it is likely to cause display issues if these files are marked as mixed content by browsers.

If simply changing the URL from http:// to https:// does not work, please contact the appropriate support group for where the content is saved to see when they will be supporting HTTPS access to those files. This might be your IT department or other department in charge of your institution’s website.*

2. Ensure You Are Forcing HTTPS for Your Site

Once you’ve checked your sites for mixed content and updated everything you can / removed the things that will not load over HTTPS, your LibApps Admins should make sure all of your Springy apps are always loading over HTTPS. HTTPS is currently supported on all Springy apps, but is not currently forced for all.

We will start forcing all apps / pages to load over HTTPS this summer.

LibGuides, LibAnswers, and LibCal sites that have been around for a few years may be supporting HTTPS, but may not be requiring it. You’ll want to make sure the Force HTTPS option is set to Required (or check that it already is) before the Chrome changes take place. This ensures your users are always visiting your site over a secure connection, which will prevent those “unsecure” warning messages in browsers!

Since Springshare automatically adds Let’s Encrypt security certificates for domains, you don’t even need to worry about purchasing / installing your own security certificate. We’ve taken care of all of that for you!**

Check that your sites are set to Require HTTPS: LibApps Admins can go to LibApps > Admin > Domains and Certificates and look at the list.

LibApps screen displaying domains and status of HTTPS.

HTTPS is the new baseline for website security and secure browsing on the Internet in 2020. Updating mixed content items and requiring that your Springy apps always load over HTTPS is ensuring that your users have a secure, seamless experience – and they’ll thank you for it! Thanks for partnering with us to ensure a smooth transition for everyone.


* Unfortunately, our support team cannot help in these situations, though we wish we could! We do not control other vendors’ / institutions’ sites or products, so we cannot tell when they will support HTTPS options, nor can we code around these security measures.

** In some rare cases, the Let’s Encrypt security certificate installation will fail due to CAA record restrictions put in place by institution IT departments. It’s an easy fix of adding Let’s Encrypt to the CAA record or purchasing & uploading your own security certificate! Please see our FAQs on CAA records and/or obtaining security certificates to learn more.

Code Release: New LibAnswers, LibCal, LibWizard, LibStaffer, LibInsight, LibGuides, and LibCRM features coming your way!

What better day to share the details of our upcoming release than Valentines Day? Sending some love out to our favorite people in the form of features & fixes across our 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, February 21st.

There’s one change that we are making across all apps, to make all your sites more secure: we’re deprecating a web server protocol called TLS 1.1. Protocols like TLS are used in browsers to create secure communications between the server that you’re requesting content from and your browser. Like everything on the Internet, protocols age and get replaced by better and more secure protocols. It’s time to say bon voyage to TLS 1.1!

Read about: LibAnswers | LibCal | LibWizard | LibStaffer | LibInsight | LibGuidesLibCRM

LibAnswers

This LibAnswers release brings you tons of nice to have features and fixes in anticipation of the Co-Op Go Live on February 28th!!

Co-Op New Features

For users who have joined one of our Co-Ops as a contributing member (where your librarians will answer chats on behalf of the Co-Op), we have some exciting new features to share!

  • Institution Activity/Coverage Reports – If your library answers chats on behalf of a Co-Op, exciting news – we’ve added a bevy of new reports on your institution’s participation in the Co-Op. These reports are designed to give Institution and Co-Op Administrators all the information they need related to chat monitoring, and display a breakdown of the total number of hours that all users in a given institution have provided in a given time period (and in future, they will also include information about the total number of chats that were answered within that same period). They also show you a detailed breakdown of the participation levels from within a specific Institution, so you know at-a-glance how much your librarians are contributing! To see these new reports in action, Co-Op and Institution Admins can head to Co-Op > Reports > Chat Monitoring Activity.
  • Co-Op Canned Messages – With this release we’re also adding canned messages that can be shared by all librarians who participate in a given Co-Op! Co-Op admins can add new canned messages by heading to Co-Op > Admin > System Settings > Canned Messages. Once created, these canned messages display in the chat operator console for all librarians who are answering a chat that has come in to that Co-Op.

LibAnswers & LibChat New Features

  • We have a couple of key features to share for users in Shared Group Systems. A Shared Group System is a LibAnswers site that is shared by librarians at multiple libraries. New features include:
    • Group Member Filter in chat statistics and transcripts: It’s now possible to filter your LibAnswers chat statistics and chat transcripts to those that were answered by librarians at a specific Group Member Library. To see this in action, head to LibChat > Statistics or LibChat > Transcripts.
    • In combination with the above, we’ve also limited visibility of LibChat statistics and transcripts within these systems. Now, Regular level users in your LibAnswers system can only view statistics and transcripts on chats that were answered by librarians at a specific Group Member Library. Admin level users in your LibAnswers system will continue to be able to view statistics and transcripts on all chats in your system.
  • We’ve updated the page title on the ticket answer page: Instead of using a page title that just reflects your LibAnswers system name, it now displays the original Question text. This will hopefully make these pages easier to find when you have multiple tabs open, and if you bookmark particular pages for later follow up, this will make those bookmarks more meaningful.
  • We’ve added Language Tokens for several LibChat in-chat messages. Language tokens and translations were added for in-chat messages (like “[patron name] is chatting”, etc.); these can be customized by going to Admin > System Settings > Language Customization > LibChat.
  • We’ve also added Language Translations for 2 email elements: “This email is sent from [system name] in relationship to [ticket id]”, and “Read our privacy policy.” These phrases will now receive appropriate translations when you set your system’s base language to something other than English (though please be aware that they can’t be directly customized).

Fixes and Miscellany

  • LibChat Copy and Pasting Links – Previously, some users saw issues when pasting in links that were surrounded by other HTML (which often seemed to be the case for permalink-type links that are displayed in various database search results pages). We’ve updated the way we handle content that’s pasted into the LibChat chat pane to better detect when a link has been pasted in and preserve that link as a clickable link.
  • Active Chat Counts on the transfer chat screen: We received reports from several users that the active chat counts they were seeing were suspiciously high; after investigation, we determined that we were not properly accounting for when a chat was ended by the patron. This is now addressed and the active chat count should now be accurate. To see this in action, head to the new chat dashboard, pick up a patron chat, and select transfer chat.
  • RSS Feed Timestamps in the System Status Management (SSM) Module: previously, the RSS feeds provided by the SSM Module would always include a label indicating the timestamps were in UTC. We’ve updated this behavior so the RSS feeds now indicate the proper timezone associated with a given timestamp. To see this in action, head to Status Management > RSS Feed and note that the timestamps will indicate your system’s local time zone.
  • We’ve fixed an issue where, when initially creating an Address Book entry, the first and last names of the address book user were flipped (so first became last, and last became first). To see the correct behavior in action, admins can head to Admin > Accounts > Address Book and create a new address book entry.
  • Group Level Language Customization: Previously, if your site had both site level and FAQ group level language customizations for the same element, the site level customization was not being saved properly. This is now fixed, so both site and FAQ group level language customizations will be saved and applied as expected.
  • We’ve fixed an issue with notification emails not being sent when a new ticket is merged with an old ticket. This is now resolved, and the original ticket owner will now receive a notification that a new reply has been added to their ticket.
  • In keeping with recent browser related security updates, we’ve updated LibAnswers to prevent the LibAnswers admin interface from being loaded in iFrames. This will provide a more secure experience for all LibAnswers users and will help reduce the potential for clickjacking related exploits of your LibAnswers system.
  • We’ve also included a number of under the hood performance improvements for a number of LibAnswers pages. This includes the LibAnswers Dashboard, the orange command bar that you see at the top of every LibAnswers page, and elements of the LibAnswers Question Form. While you won’t see any direct evidence of these changes, we’re happy to report that they’ll provide a snappier experience when navigating through the LibAnswers interface!

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

We’re excited to bring you lots of goodies in this latest LibCal release!

Equipment/Spaces

Features
  • We’ve added a “User History” option to the (admin-side) Booking Details screen. This new modal gives an Equipment and Space booking history for that user across all Locations.
  • An alert now displays on admin-side pages when making a booking for someone who is on the ‘Banned Users’ list, and includes a link to the ‘Banned Users’ page.
  • When a LibCal account holder creates an admin-side booking, both Equipment and Spaces Booking Details now display who created it.
  • There is a new user level permission for limiting access to the Hours tab in Equipment & Spaces Locations! Admin level users can set whether or not Regular users have access to that tab across the board or on a case-by-case basis. The default is to not allow access. Set this permission across the board by going to Admin > Accounts > Regular User Permissions > Hours Maintenance. Set it on a case-by-case basis by going to Admin > Accounts > Edit a particular user’s account > Permissions.
  • Cancelled bookings can now be copied to create new bookings from the search results in both the Equipment and Spaces Booking Explorer.
  • The Spaces API can now fetch ‘Admin-Only’ locations. We’ve also added a new optional flag, adminbooking, to the /space/reserve endpoint, which will make a booking bypass mediation and public booking limits.
  • A date column has been added to the Fines page search results when reviewing individual fine records.
  • A ’12 hour’ option has been added to the ‘Booking Lead Time’ option for Equipment and Space Category booking limits.
  • The export options on the Fines and Item Inventory page have been standardized for continuity.
  • If you used the Room Bookings module before using Spaces, the Room Booking form responses weren’t exported when using the Spaces Booking Explorer, though they appeared on screen. Now they export, too!
Fixes
  • Users are now prevented from adding custom hours date ranges if no Hours templates exist.
  • Accessibility fixes:
    • Proper input labels have been added for location, category, and ‘when’ on the public Equipment / Spaces availability grid as well as the addition of scope attributes on each time slot.
    • The screen-reader view for Equipment & Spaces no longer shows an empty drop-down menu if the only category at a location is private.
  • Improved display for Equipment items that have no image associated with them.
  • “Mediated Approved” bookings are now included in confirmed bookings from the /space/nickname API endpoint.
  • Equipment master item records set to lost/broken no longer bring up an “Item Not Found” page on the public side when clicking “More Details”.
  • We’ve added logic to prevent a child item from being associated with a deleted master item record.
  • Equipment & Spaces booking form questions show in the expected order on the mediation tab.
  • We corrected an issue with loading very long ‘Terms and Conditions’ after submitting a booking.
  • When LibAuth is used for Space bookings, editing the email of a booking now also properly updates the account field if both fields are the same.
  • A language customization for error/alert “Your email address must end in [domains]” was added.
  • The language customization for “Booking has been…” now properly reflects on the “Booking Cancelled” page.

Appointments

  • We’ve added a preview of the ‘Subject’ line when editing all Appointment email templates.
  • When using the ‘No Preference’ option in a group, Appointment time slot durations will use the duration of the shortest category associated with the group.
  • We’ve corrected an issue with the Appointments stats report where the Summary table (when filtering by a location and/or group) were not correct.
  • Accessibility fixes: Addressed a skipped heading level and keyboard navigation issues on the public Appointments booking page.
  • We’ve corrected a few language related issues, including fixes for the “User must cancel before x” notification on the public page, duration units (was always in English), and the {{START_TIME}} email tag for Appointment reminder emails.

Billing

  • Use the new ‘Export Data’ button on the Admin > Billing > Charges page to export the contents of the data table to a CSV file.
  • Equipment & Space Bookings that have been changed to a $0 cost now display correctly in the booking details.
  • A booking that contains multiple Items / Spaces from both mediated and non-mediated categories where Billing was enabled will no longer cause any issues when taking in-person payments.

Calendars/Events

Features
  • There is new Weekly view option on the public Calendar page.
  • Events with full registrations (and the waitlist enabled) now show how many registrations are on the waiting list.
  • We’ve increased the number of characters allowed in both the Campus & Location fields.
Fixes
  • We’ve corrected these issues related to events and registrations:
    • increasing and decreasing seats for events would move people off the waiting list and overbook the event
    • users coming off the waiting list were getting incorrect dates for series linked events in the confirmation email
    • users on the waitlist were being added to registrations in past series-linked events
    • updating a recurring series event registration close date/time would re-open registration for past events in the series.
    • registering for a series linked event in the middle of a series will register the the user only for the most current and future events in the series
  • Fixed a problem where the Register button displayed the wrong status under some filter combinations.
  • The ‘Mini Calendar’ widget was showing single events multiple times when filtering by multiple categories / audiences. Each event now only shows once.
  • Calendar widget titles now display in the language you’ve set for your LibCal site.
  • Accessibility fixes:
    • Event titles, date, and time are now properly read by a screen reader on the Monthly calendar view.
    • Orphaned labels are removed if the Audience and/or Campus fields are not being used.
    • Public Calendar pages all have a properly ordered <h1> element and scope attributes for <th> tags.
  • The initial bulk export for events when integrating to a Google Calendar will no longer export events with the ‘Draft’ status.
  • The Event page editor now shows instructions for using the {{audience}} tag.
  • Category colors now display in the category filter list on the public calendar.
  • We fixed an issue where the “Add New Event” modal would pop up a second time if event templates were active.

Hours

  • There are new user level permissions for limiting access to the Hours area of LibCal! Admin level users can set whether or not Regular users have access to that area / what they can do there across the board or on a case-by-case basis. The default is to not allow access. Set these permissions across the board by going to Admin > Accounts > Regular User Permissions > Hours Maintenance. Set them on a case-by-case basis by going to Admin > Accounts > Edit a particular user’s account > Permissions.
  • A ‘Go To Date’ button was added to the Hours Preview section. 
  • Deleting a Location also deletes its departments and their exceptions.

Misc Fixes

  • Widget modals now bring focus to them when activated.
  • We have corrected various color contrast issues.
  • A re-used box can now be removed from an individual page in the ‘Homepage Editor’.

Upcoming LibCal Training Sessions:

Have you seen SpringyU? Get detailed training on setting up all areas of LibCal, even if you only have a few minutes here and there! The courses will walk you through everything you need to know, step-by-step. (Courses for other products will be added this year!)

Also check out our recorded sessions!

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LibWizard

We are thrilled to release some key new features, some necessary fixes, and an important announcement about a change to the LibWizard notification email address.

Bulk Submission Delete

You can now delete more than one submission at a time! Simply select the checkbox next to the individual submission reports you would like to delete. You can currently delete up to 100 submissions at a time by selecting the ‘Check All’ checkbox above the submissions (it only selects the list of submissions on that page).

 

Bulk Delete Submissions

 

Notification Email Address Update

With this release, LibWizard email notifications are sent from donotreply@libwizard.com instead of donotreply@libsurveys.com. This change was made to bring all domains up-to-date with the name/domain of the product.

If your IT department previously added donotreply@libsurveys.com to a trusted sender list (also known as a whitelist) for your email server:

  • Please add libwizard.com and (for now) leave libsurveys.com in place.
  • If you do not make this change prior to our update of our email servers next week, you may find that you are not receiving emails from your LibWizard system, because they are blocked by your email server. If you find that happens, please check with your IT colleagues to ensure that libwizard.com has been added to your trusted lists.
  • Once this change is in place, you can safely remove libsurveys.com from your trusted list.

Accessibility

Fixes and Improvements
  • Screen readers now read the intended date format required for a field, such as MM-DD-YYYY (read as “Date must be in MM dash DD dash YYYY format”) and YYYY/MM/DD (“Date must be in YYYY slash MM slash DD format”) as well as the original label.
  • Tab focusing is retained within modals/dialogs.
  • You can tab over the open/close buttons for embedded tutorials in websites.
  • Feedback error messages now have role=alert tags.
  • The HTML formatted though CKEditor’s underline and strikethrough settings is WCAG 2.1 compliant.
  • Required fields now have aria-required tags.

Feature Improvements & Fixes

  • Field Rules:
    • Having a combination of ‘Jump to’ and ‘Show’ field rules for the same field condition now works.
    • We’ve increased the character limit of ‘Then’ conditional field to 512 characters. If the choice exceeds 512 characters, a warning message displays.
    • The ‘Jump to’ conditional now works as expected.
  • LibWizard Full subscribers: we now have a public API for you to use! The API documentation is under Admin > API.
  • A page containing multiple LibWizard button widgets on the same page now properly opens the appropriate item for each widget button.

Data Scrubbing Tool – Coming soon!

With this new Privacy Scrub functionality, we’re making it easier for you to set which fields in your LibWizard items are scrubbed on a rolling monthly basis. An Admin level user at your library will still need to contact our support team to activate the scrub, but you can decide which fields get scrubbed on a form-by-form basis. There are also a few fields that you can optionally set to scrub for your system as a whole, since every form has the potential to have these defined user information fields: IP Addresses and any user submitter fields (name, email, phone).

You’ll find this new setting by editing any item in the system, then going to Options > Advanced > Configure Privacy Scrub. For each field that appears in the list, select whether or not you’d like to scrub that field. An Admin level user would then go to the new Admin > System Settings > Data Privacy tab to send in a request to enable the scrub for your system (which only needs to be requested once). They’ll also be able to go there to see when the scrub was enabled and what it’s set to scrub.

Privacy Scrub

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

We are excited to release the newest version of LibStaffer. Since the last update, we have upgraded some back end components – most notably, updating to Bootstrap 4. With the update of these components, the look and feel of some of the buttons and elements has changed slightly – but no need to worry! Everything is still located where it was before and LibStaffer functions exactly the same as before…it just looks a little fresher. 😄

As they say on TV: That’s not all! Check out the other awesome features & fixes coming your way soon…

Features & Fixes:

  • Schedules / Shifts:
    • In the ‘Manage Accounts’ tab, you can now choose which schedules are available in the “Schedule for” dropdown on the ‘Schedules’ page.
    • We’ve fixed an issue with the ‘Clear/Delete Shifts’ option so that clicking on any of the preset date options loads the correct dates. Previously, clicking the presets would show 2/29/2020 for both start and end dates.
    • We’ve corrected a shift assignment duplication issue when swapping shifts.
    • We’ve corrected an issue where the Clock In/Out grace period, when applied to the ‘Admin Clock In/Out’ function, could cause an error stating there were no shifts found for the user.
  • Reports:
    • Regular user accounts can now run the ‘Time Off/Unavailability’ Report.
    • We’ve fixed an issue with the Staff Current Status report, regarding which schedule is displayed for a user based on their most recent clock in record.
  • Time Off:
    • We’ve added the ability to add time off for multiple people in the same request. This feature is available for both ‘One Time’ and ‘Recurring’ time off entries.
    • We’ve added an option to remove existing shift assignments for a user if it clashes with a Time Off entry that is about to be approved. 
  • Workflows:
    • We’ve added the ability to customize the text of submission subject lines by allowing the selection of specific form fields.
    • The Notes field is now included in the CSV file generated when exporting a specific workflow form from the Submissions Explorer.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibInsight

We’re continuing to tighten up our code and do some important behind-the-scenes work on LibInsight; in the meantime we have some fixes to share!

  • When adding charts to a Dashboard, the fields on the Data Point tab now properly display in the dropdown.
  • We’ve updated the logic to hide the ‘Stacked View’ checkbox on Dashboard charts depending on the whether or not the y-axis is a select/multi-select field.
  • We’ve fixed a SQL error that was caused when a custom dataset chart was added to a Dashboard that had an Accounts List multi-select field with unique characters in the data.
  • We’ve fixed an issue where the ‘Sum of the field’ (for a Circulation dataset) displayed on Dashboard charts wasn’t calculated correctly.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

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LibGuides

Just one LibGuides update to bring you for this go-round. We are deprecating the “Remote Script” content type with this code release. There are more secure alternatives to including content from a system outside your LibGuides system, such as including scripts and CSS files at the system level, and using embed code or other widget code in a widget content type.

After this code release, existing Remote Scripts assets will remain in place, but their URLs will no longer be editable. You will also not be able to add new Remote Script content. If you would like to include content from another website in your LibGuides site, but you’re unsure of how to go about it, drop us a line, we’re happy to help!

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

LibCRM

This LibCRM release brings a new Interactions UI and a Bulk Import improvement.

Interactions

We’ve reworked the UI of interaction details to make it more user-friendly and allow you to find more useful information. We have also increased the amount of information coming from LibAnswers and LibCal in the form of interactions.

  • Reworked “New Interaction” flow: we reworked the UI of the page to provide a better user experience.
  • Created “Interaction Details” page: we moved the interaction details from a modal window to a page containing the details of the interaction.
  • Reworked “Edit Interaction” flow: we moved the edit interaction flow from a modal window to a page containing the details of the interaction in editable mode.
  • Reworked the information that is coming from LibAnswers and LibCal in the form of interactions. The information displayed now is the following:
    • LibAnswers:
      • Profile: person who asked the question in LibAnswers, who is the “Interacted With” profile
      • Owner: ticket owner in LibAnswers
      • Source: LibAnswers’ source
      • Date: date the ticket was created
      • Status: current status of the ticket in LibAnswers
      • #Messages: number of messages on the thread
      • Tags: associated tags
      • Link to LibAnswers ticket: URL to navigate to the actual ticket in LibAnswers
      • Notes: notes added by the user
      • Attachments: attachments added to the ticket
    • LibCal: information depends on the source of the ticket (Events, Appointments, Space, and Equipment Bookings)
  • Removed the ability to edit LibAnswers & LibCal Interactions, though you can add notes & attachments.
  • Removed the ability to delete LibAnswers & LibCal Interactions. The user can choose to hide them instead in Admin > Manage Integrations.
Bulk Import Improvement

In order to reduce the complexity of the import process, we once again enhanced our bulk import file to help you understand the expected format for each of the fields. Only the .xlsx file format has this update; if you need the .xls format, that will be available soon.

  • Styling & Adding formatting to the import template spreadsheet:
    • Adjusted column size to the size of the text for easy visualization
    • Highlighted header column
    • Highlighted required fields
    • Added the expected input format to each field

  • Styling & Adding formatting to the import page:
    • Adjusted column size to the size of the text for easy visualization
    • Highlighted header column
    • Highlighted required fields
    • Added the expected input format to each field

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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 2020. We are always here for you if have any suggestions or questions.

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!

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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…