Archive for Neil Levine

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

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 9. Read about LibCal | LibAnswers | LibApps | LibStaffer | LibInsight.

LibCal

Interactive Seat/Space Mapping

Our interactive Seat & Space booking module is here! With this new feature, your students and patrons can now select their desired Seat or Space with interactive maps that show real-time availability. For full information on this optional module, see our recent blog post.

  • Navigate the building map to see bookable areas & their availability.
    • Clickable “hotspots” will show users real-time availability for their desired Seat or Space availability. Hostpot colors indicate the status of each field and are customizable.
    • When clicking on a bookable Seat or Space, an information bubble will show availability, capacity, Seat/Space image (if it exists on the Seat or Space record) and power & accessibility options (if enabled).
  • “Enter” a building wing by clicking on it to see its spaces, tables, computers, etc.
    • Users can book a preferred Space or Seat based on its location.
    • If a Space has bookable seats inside, clicking on its area will open a new map showing those options. Any clickable “hotspot” can be linked to open another map if desired.
  • Users will get a clear sense of where everything is located before even entering the building or floor.
  • Receive a directional map on the booking confirmation public page and email. Directional maps will be automatically generated for booked locations from your interactive maps.

Our consulting team will work closely with you to produce beautiful, scalable maps that look great on a desktop or on mobile, then we’ll add interactive areas to them: your defined study, event, and meeting spaces; individual armchairs or tables; or study carrels. Each hotspot area will be associated with corresponding Zones, Spaces, or Seats in LibCal. Ask us to learn how to get started!

Appointment Direction Maps

We’ve added the ability to associate a map image to Appointment locations and individual Appointment users’ Directions field. Head to Admin > Appointments > Manage Locations > Edit Location to associate a map image with an Appointment location or Appointments > My Settings > Appointment Settings to associate a map image with an Appointments user’s “Directions” field. When a patron books an Appointment on the public pages, a link to map image(s) will be displayed on the Booking form and Confirmation page next to that Appointment location and/or Directions field. It’s also possible to include links to Appointment location maps in Appointment-related emails via new Email tags.

Event Directional Maps

You can also associate a map image for Event locations! If a map image is set up for an Event Location in Admin > Events > Event Locations > Edit Location, a link to the map images will be shown on the public Event page, if that location is an “Onsite Location.” As with Appointments, map links can be added to Event-related emails with Email Tags.

Cisco Webex Online Appointments & Events Integration

But wait, there’s more! Our Online Appointments & Events Cisco Webex integration is here! The integration will work the same way our current Microsoft Teams & Zoom integrations do in LibCal. You will first need to connect the integration from the Admin > Integrations > Online Appointments & Events page. After the Cisco Webex integration is successfully connected, users will be able to authorize the integration for their account for use with Appointments and Events.

Other

Appointments
  • We’ve added new selections for “Patron Must Book in Advance” (36 hours, 2 weeks & 3 weeks) and “Patron Booking Window” (1 day, 2 days & 3 days) settings for Appointment users. Go to Appointments > My Settings to set these options.
Events
  • A new LibAuth Event calendar type is available. When this type is chosen for a calendar, a LibAuth sign-in will be required to view the public calendar and corresponding Event pages. Head to Events > Modify/View Calendar. > Settings > Calendar Settings to choose this new calendar type.
  • You can now limit which Spaces are available for “Onsite Location” Event bookings! Go to Admin > Events > Space Locations or Admin > Space & Equipment > Edit Space to change whether a Space can be booked for an Event and therefore appear in the “Onsite Location” selection list.
Seats/Spaces
  • There are new padding duration options available (5 & 10 minutes). Navigate to Admin > Spaces & Equipment > Spaces & Categories > Edit Category > Booking Limits to select one of these new padding options for a Space Category.
  • You can now add intro text to the “New Reservation” (/r/new) page! Go to Admin > System Settings > Language Options > Custom Language > Spaces & Equipment > New Reservation Page Intro Text to set this up.
  • The ability to set LibAuth group level rules at the individual Space location level is now available when LibAuth is set to be used across all locations on the Admin > Spaces & Equipment > LibAuth page.
  • Early Check In (or not!). When checking in a patron on the admin side of LibCal, a new prompt will appear if the check in is attempted before the selected check-in window for the location. Admin users can decide to allow early check ins or cancel the action and wait until it is within the correct time frame that was set on the Admin > Spaces & Equipment > Edit Location > Seat/Space Check In panel.
  • Spaces stats reports will now display total hours rather than total minutes. Head to Stats > Spaces to see your Spaces statistical reports.
  • We’ve added an option to retrieve the Name & Email from Exchange (when possible) to display when using synched Exchange bookings for a Space. Go to Admin > Spaces & Equipment > Edit Location > Outlook > Exchange > Outlook/Exchange Bookings in LibCal to enable this feature.
  • The API endpoints for Space bookings will now return the date and time bookings were created.
Other
  • We’ve added Irish to the public language selections that are currently available in the page footer.

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

LibAnswers

The April release is on its way, and is bringing several oft-requested features to LibAnswers! With this release we’re thrilled to bring Coverage Reports to LibChat, which will make it easy for site Admins to see the amount of chat coverage their staff provides. We’re also excited to begin introducing a series of updates intended to improve chat stability and eliminate our reliance on third party cookies during chat. For the full breakdown of everything rolling out in this release, head to the Springshare Lounge to view the release notes.

Chat Monitoring & Coverage Reports

We’re introducing a new reporting center for Chat Monitoring Activity. These reports will be available to site admins in an LA site; they’re designed to provide an in-depth breakdown of the amount of time that your staff have spent monitoring various chat departments in your LibAnswers system, and how many chats folks have claimed during those time periods. We will begin gathering data when we release the update, and the total amount of coverage time and total number of chats answered will be available beginning from this date onward. These reports will also include specific logs that represent the login and logout times of each chat staff member as they monitor various chat departments, and this portion of the data will be available on a rolling basis for up to the past 3 months, beginning on the date of release. Once the release is complete in your region, Admins will be able to view this new suite of information at LibChat > Coverage.

Chat Server Updates

With this code update, we’re releasing the first of a series of changes that will chat stability and connectivity. Over the next several releases, we will complete the process of moving all chat server traffic from their current domains (which can include libchat.com domains, as well as custom domains like libanswers.mysite.edu) to a libanswers.com domain. In doing this, our focus is on reducing and then eliminating the issues presented by third party cookies in chat, which we feel is critical as most web browsers are moving toward increased user privacy.

With our current release, all chat traffic for users in sites on a *.libanswers.com domain will move to libanswers.com, which will eliminate the use of third party cookies for these sites. In our next release, we plan to update the URL of the LibChat dashboard (and only the LibChat dashboard) for sites on custom domains to a libanswers.com domain, which will entirely eliminate the need for third party cookies. 

Good to know: If your site has previously needed to add our chat server to an approved domain list (cascade.libchat.com), now is an ideal time to also ask your IT department to add our new server address. These vary depending on the region you’re in: chat-us.libanswers.com (US region, which includes South America and Africa), chat-ca.libanswers.com (Canada), chat-eu.libanswers.com (European region), or chat-au.libanswers.com (Australia/Pacific Region).

And Coming Soon…

We’re hard at work revamping several of our back-end search features, in an effort to bring you a faster and more intuitive search interface! Our first order of business is updating the chat transcript search page; in our next release, we’ll be overhauling our underlying search engine to bring you even more powerful chat transcript searching.

Upcoming LibAnswers Training Sessions:

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

LibApps

LibAuth Innovative Polaris Authentication

We’ve added the Innovative Polaris authentication to our growing LibAuth authentication protocols. Just go to your LibApps page > Admin > LibAuth Authentication and add a new Polaris configuration. Please note that Polaris integration is not yet available for Pickup Manager.

LibAuth Polaris

Upcoming LibGuides Training Sessions:

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

LibStaffer

  • Customize the look and feel of your Schedule widgets with CSS! Set this up at Admin > Schedule Settings > Edit Schedule > Widgets where you will see a new “Custom JS/CSS Code” panel.
  • The ability to filter the Time Clock Report by the Organizational Hierarchy is now available in your LibStaffer Reports. Head to Reports > Time Clock to make use of these new filters when running this report.

Want to learn how to best use LibStaffer’s features? Check out our recorded sessions, and don’t miss the LibStaffer release notes on the Springshare Lounge! [Back to Top]

LibInsight

Stacked Chart Option for Numeric Fields in Dashboards

We’ve added the “Display Stacked Chart” option for Custom/Shared Datasets with Numeric field Y-Axis and Single/Multi-Select fields for Data Labels. This enables a stacked view for your Select fields so that you can see the total for each Select option.

Dashboard Chart Option

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

That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2021. We are always here for you if have any suggestions or questions.

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

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 19. Read about LibGuides | LibAnswers | LibCal | LibWizard | LibStaffer | LibInsight

LibGuides

In addition to improvements on the E-Reserves Request form, we are implementing a bunch of Accessibility improvements on the A-Z Databases page and the Search page.

E-Reserves Request Form

We’ve made the E-Reserves request form more user-friendly by getting rid of the accordion collapsible sections, indicating required fields with a red asterisk, and changing how the “Type” choices work.

E-Reserves Request Form

In addition, you can indicate whether these fields should be required or hidden through the E-Reserves > Settings > Request Form > Request Form Field Options.

Request Form Field Options

And Coming Soon…

  • Support for LTI 1.3 in Canvas (with support for additional Learning Management Systems coming after that)
  • Additional accessibility fixes

Upcoming LibGuides Training Sessions:

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

LibAnswers

Our current LibAnswers release is chock full of performance improvements to help bring you a faster and more performant reference management platform! In this release, we’re introducing many under-the-hood updates, including a refreshed Reference Analytics module, improved connectivity for LibChat on mobile devices, and so much more. For the full breakdown of everything rolling out in this release, head to the Springshare Lounge to view the full release notes.

Reference Analytics Update

We’ve spruced things up under the hood to bring you a fresher, faster version of Reference Analytics. We’ve refreshed the entire code base, with a goal of updating code and improving response times. While most folks using the Add or View/Edit Transactions screens won’t notice many UI changes, Admins can see this refresh reflected in the edit Reference Analytics dataset screen. We’ve updated the functions around editing datasets, and added the ability to reorder responses in a field without impacting past recorded data (yay!). To see this in action, Admins can head to Admin > Ref. Analytics > Edit Dataset button.

Mobile Chat Improvements

In this release, we’re updating the behavior of chat widgets on mobile devices. Now, most chat widgets (everything except for embedded chat widgets) will pop open in a new tab/window when viewed and accessed on handheld mobile devices. This will essentially replicate the behavior of the patron choosing to pop the ongoing chat into a new window, which we’ve seen can help prevent patrons from inadvertently disconnecting from a chat, especially on handheld mobile devices, where wide-finger issues are still alive and well! The resulting chat window is mobile-optimized and ready to assist your patrons. To see this in action, head to any slide-out, floating, or button chat widget and start a chat!

And Coming Soon…

We’re hard at work revamping several of our back-end search features, in an effort to bring you a faster and more intuitive search interface! Our first order of business is updating the chat transcript search page; in our next release, we’ll be overhauling our underlying search engine to bring you even more powerful chat transcript searching.

Upcoming LibAnswers Training Sessions:

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

LibCal

While we are hard at work to bring you (teaser alert!) interactive mapping functionality for seat/space bookings in the very near future and improvements to streamline and improve admin management aspects of Appointments, we have a few exciting updates for you! This release includes lots of accessibility modifications, small improvements, and performance improvements that can be read about in the Springy lounge release notes.

Appointments

  • Booking limits for Appointments have arrived! We’ve added the ability to set daily, weekly, monthly, and/or yearly limits on the number of appointments that can be booked by each patron/student. These limits are available to set on the system level, as well as by individual users who can either use the system limits or define their own set if needed. Head to Admin > Appointments > Booking Limits > System Defaults to set this for your entire LibCal system, or click the Edit button in the User Limits Overview section to set for one user at a time.
  • Also now available is the ability to list Appointment locations on your LibCal homepage, Hours page, and event pages. Your public locations will show as a drop-down menu where Appointments are displayed:

Seats / Spaces / Equipment

  • We’ve also added API support to return availability for period-based locations when retrieving seat / space booking information.
  • We’ve added a warning on the admin side “Booking Grid & Availability” tab when hours for a Location, Category, Space, or Item will expire soon. Admin users will see a warning like the one below when availability is set to expire within 7 days. A warning will also be displayed if a Location, Category, Space, or Item has no hours assigned.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions! Check out the LibCal release notes on the Springshare Lounge! [Back to Top]

LibWizard

Folders

We have added a much-requested feature for creating folders for your LibWizard items! Anyone (Admin and Regular level users) can create new folders by clicking on the “+ Create New Folder” button on top.

LibWizard Folder

Admins will have access to create, delete, or rename all folders. Regular users will be able to create new folders, but will only be able to rename and delete their own folders.

Deleting a folder will not delete the folder contents and will move any existing contents outside of the folder to the main level list.

Finally, users will be able to move existing items to different folders or create a form directly within the folder. Please note that folders cannot be nested at this time.

Changes to the Actions Column

We’ve updated the Actions column for Forms, Surveys, Quizzes, and Tutorials pages and the Question Bank page with a dropdown to make the column less cluttered.

Actions

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions, and check out the LibWizard release notes on the Springshare Lounge! [Back to Top]

LibStaffer

We’ve added some exciting enhancements to both the regular and recurring shift assignment process!

  • You can now set a weekly frequency as well as select or deselect staff members for recurring shift assignments.
  • A “Select All” / “Deselect All” feature has been added to the regular and recurring shift assignment screens, when there are more than 8 users assigned to a schedule.

Upcoming LibStaffer Training Sessions:

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

LibInsight

Manage Accounts Layout Change

We’ve converted the “New Account” and “Import LibApps Accounts” to their own pages for easier use.

LibInsight Manage Account

Dataset Upload Format Change

As a processing and performance improvement, we have updated a few dataset types to allow only .csv format (Comma-Separated Values) for data uploads:

  • Finance
  • Reference
  • Calendaring
  • Custom/Shared

To save any Excel file as a .csv file, go to File > Save As.. and choose Comma-Delimited file. For the tech-minded out there who might use a text editor, we are looking for a UTF-8 file with CRLF line breaks. 🙂

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

That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2021. We are always here for you if have any suggestions or questions.

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

Happy New Year to all, and goodbye to 2020! We are pleased to open 2021 with some great improvements across several Springy apps. These releases are on their way to you next week and will be live in all regions by the end of the day on Friday, January 15. Read about: LibAnswers | LibCal | LibStaffer | LibInsight

LibAnswers

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

Quality of Service Features

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

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

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

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

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

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

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

Upcoming LibAnswers Training Sessions:

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

LibCal

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

Seats/Spaces & Equipment

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

Appointments

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

Misc.

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

Upcoming LibCal Training Sessions:

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

LibStaffer

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

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

LibInsight

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

Filter COUNTER 5 Top 100 Titles by Platform

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

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

That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2021. We are always here for you if have any suggestions or questions.

Final Code Release of the Year: LibCal Goodies

Before we usher in a much-needed new year, we are happy to bring you some LibCal goodies for the holiday season! This release is on its way to you next week, and will be live in all regions by the end of the day on Friday, December 18.

Seats/Spaces

  • We’ve added the ability to move or bulk-move Seats between their containing Spaces. Bulk-deleting Seats is also now available!
  • The admin booking grid has been enhanced to include additional search filters for the ‘Accessible’ & ‘Powered’ Seat/Space attributes. The appropriate icons will also display on the admin booking grid.
  • The ‘Back-to-Back’ booking limit has been modified to support the ability to restrict simultaneous bookings without enforcing the minimum of one hour required before the next booking can be made.
  • To assist users who want to check into a Seat/Space but have not yet made a booking, we added a link to the Check in/out page. The link will bring the user to the individual booking page for that Seat/Space.
  • It’s now possible to disable the check in/out requirement for a booking. You can do this when making a booking on the admin side or by editing a booking created through the public booking pages.
  • There is now an accessible / screen-reader-friendly booking page for Seats. Support for period-based booking locations has also been added to these pages. These links are at the bottom of each page.
  • A few changes have been completed for our API:
    • New endpoints for Spaces & Equipment to return all spaces or items and their availability in a location.
    • The Zone, Accessible, & Powered attributes are now available in the space/category/:id & space/item/:id endpoints.
    • Check In & Out codes have been added to the Spaces /booking/:id & /bookings endpoints.

Misc

  • Auto Zoom meeting password generation is now available for this integration.
  • The ability to link locations in the Hours module to opening / closing hours in Alma is now available.

Interested in more detail for this release? Check out the LibCal release notes on the Springshare Lounge! [Back to Top]

Want in-depth coverage of the ins and outs of LibCal? Don’t forget you can always check out our recorded training sessions!

That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2021. We are always here for you if have any suggestions or questions.

Pickup Manager & LibCal Releases are On Their Way to You!

This release is on its way to you this week, and will be live in all regions by the end of the day on Friday, November 13.

Pickup Manager Release

This release brings key features needed for Pickup Manager, and we’re thrilled to announce that Pickup Manager is now available! Pickup Manager streamlines the holds pickup process while adhering to your COVID-19 safety guidelines. Patrons can easily request their holds via their ILS, schedule a pickup, and enjoy 2-way SMS/text and chat communication once they’ve arrived. Staff will love the easy 2-way communication with patrons via SMS and Chat in Pickup Manager’s live-updating “Today’s Pickups” dashboard. Pickup Manager has so many features to not only make your current day-to-day easier but when COVID-19 is a thing of the past, you’ll wonder how you ever did holds pickup ‘the old way’.

For more details on Pickup Manager, you can check out screenshots and detailed info at https://blog.springshare.com/2020/10/14/pickup-manager-is-here/. To give Pickup Manager a try at your library, reach out to sales@springshare.com!

LibCal Release

LibAuth Authentication Required to Access Seat/Space Reservation Page & Booking Grid

We’ve added a new option when set that will require your patrons/students to authenticate via LibAuth BEFORE accessing the new reservation page and seat/space availability. Head to Admin > Spaces & Equipment > LibAuth to check out this new feature!

Power Filter/Indication for Seat/Spaces

You can now flag a Seat or Space to indicate that there is a power source available. When creating or editing a Seat or Space record, there is now a new flag named ‘Powered’ that can be set. The ability to filter booking searches by this new flag has been added to the new reservation page. Also, any Seat or Space that is flagged as having a power source available will display on the availability grid next to the Seat or Space name.

Other Changes

  • By popular request we have added a new setting to free up the remaining time of a booking if a patron/student checks out early. Head to Admin > Spaces > Edit Location and set the “Early Check-Out Booking End Time Update” to make use of this new feature.
  • The ability to create recurring Seat bookings on the booking grid view is now available!
  • We have added API support for creating Seat bookings to the /space/reserve endpoint as well as returning location, category, seat, space and item names in all Spaces & Equipment booking endpoints.
  • A new “Preferences” tab has been added for admin side users to set a default location and tab when clicking on the Spaces or Equipment options from the main menu. Head to Admin > Accounts > Edit Account > Preferences or click on your email on the top right of the main menu and head to the “Preferences” tab to set your defaults!

Also check out our recorded training sessions, and check out the LibCal release notes on the Springshare Lounge! [Back to Top]

That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you more improvements in 2020 and beyond. We are always here for you if have any suggestions or questions.

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

We are rounding into fall here at Springy HQ and have some awesome new features for you to sip with your PSL. 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, October 9. Read about: LibAnswers | LibCal | LibGuides | LibInsight

LibAnswers

Pickup Manager!

The LibAnswers 2.38.0 release is on its way, and we’re thrilled to bring you the new Pickup Manager as a part of it! This new module–available later this month–is designed to streamline your holds pickup workflows and empower patrons to pick up their library items quickly and safely. The Pickup Manager:

  • Fully integrates with your ILS for streamlined workflows;
  • Works great with LibCal’s Spaces module for designating specific spaces for pickups, and enabling patrons to schedule these at their convenience;
  • Provides great statistics and analytics, helping you increase user satisfaction and improve your holds service; and
  • Just like all other Springy tools, it is affordable.
How Does it Work?
  • Patron requests a hold in your ILS.
  • When item(s) are ready, your ILS sends an email with the link to our pickup scheduler in LibCal. (customized emails from Pickup Manager coming soon).
    • Already a LibCal user? You’ll be able to designate locations in the Admin > Spaces area to connect to the Pickup Manager.
    • Not a LibCal user? No worries, just contact us!
  • Patron reserves their preferred time & location using our easy-to-use booking interface in LibCal.
  • “Today’s Scheduled Pickups” on the Dashboard helps you prepare today’s items. 
  • When the patron arrives, they SMS/Text you with a customized keyword, using your LibAnswers SMS number. The Pickup Manager recognizes the patron and alerts you of their hold details so you can easily grab and deliver their items.
    • Already a LibAnswers user? You’ll designate which SMS number should be connected to the Pickup Manager. You can designate multiple SMS numbers with your Pickup Manager!
    • Not a LibAnswers user? No worries, just contact us!
  • If needed, you can communicate back-and-forth with the patron about their pickup via SMS/Text – all from the Pickup Manager dashboard.
  • Coming Soon: When items are picked up, the Pickup Manager marks the item as picked up in the patron’s ILS record, too.
  • If patrons text that they’ve arrived outside your hours of operation, Pickup Manager automatically texts them back with a customizable message, letting them know that your service is closed for the day.

Upcoming Pickup Manager Sneak Peek Sessions (all times listed are Eastern Time):

Zoom OAuth Integration

Our screen sharing integrations have a new addition:  our Zoom OAuth integration has been approved! If you’re an admin in a site with an existing Zoom account, you’ll no longer need to use the JWT-based authentication option to integrate your own screen sharing credentials. We have lots more help on how to set up this exciting new option available here

Be sure to check out our recorded training sessions!

Also check out the LibAnswers release notes on the Springshare Lounge for more complete information on the contents of this release. [Back to Top]

LibCal

As the seasons have changed, the pandemic has stuck around. Springy tools have been here for you as you’ve launched pickup services and social distancing seat-booking programs. We’ve heard your requests for additional changes, several of which we are pleased to bring you this month. 

Period-Based Booking @ Seat-Level!

We have added support for creating period-based reservations at the Seat level. You can already set up period-based bookings at the Space level and this release provides more granularity. To set this up, you’ll need to designate a location as as “period-based booking.” This means each set of opening/closing hours are considered one bookable slot. Head to Admin > Spaces & Equipment > Edit Location > General for the new “Public Seat/Space Booking page” option to set this up.

Seats API 

We have added new endpoints and updated a few existing ones to support retrieving Seats and occupancy data via our RESTful APIs.  Go to Admin > API to explore these new and modified endpoints. 

  • space/booking/:id – Information about one or more specific bookings in your system
  • space/bookings – List of bookings in your system
  • space/utilization/:id (NEW!) – Current spaces utilization and occupancy data in your system
  • space/seat/:id (NEW!) – Details, including availability details, of a seat in your system
  • space/seats/:id (NEW!) – Details, including availability details, of seats in your system
  • space/zone/:id (NEW!) – Details for a specific zone
  • space/zones/:id (NEW!) – Details for all zones at a location (note this is “zones” plural)

Zoom OAuth

We’re super excited to announce that our Zoom app has been published to the Zoom Marketplace and is available for you to use in Appointments & Events.  If you’re an admin in a site with an existing Zoom account, you’ll no longer need to use the JWT-based authentication option to integrate your own screen sharing credentials.  Navigate to Admin > Integrations > Online Appointments & Events to configure the Zoom integration using OAuth.

Other

We are happy to bring you additional exciting features such as:

  • A date range selection for the Contact Tracer report;
  • the Spaces Booking Explorer will now return Check In/Out details if enabled for a location;
  • much more that can be read about over on the Springshare Lounge.

Upcoming LibCal Training Sessions:

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

LibGuides

We are hard at work behind the scenes designing a new future for LibGuides. We also have an exciting LTI update for you in this round of releases.

We’re making it easier for you to debug LTI searches with the updated Library LTI Page Builder Preview. In LibApps, head to Admin > LTI Tool Builder -> LTI Automagic -> Library LTI Page Builder and click “Preview Page” to see the new “Debug Mode” setting. Check the box and then run a sample search on your LTI metadata value. The debug section will include REGEX information, so if you have a REGEX applied to your search, you will see what the LTI metadata parameter value transforms to.

LTI Debug

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

Be sure to check out LibGuides release notes on the Springshare Lounge for more complete information on the contents of this release. [Back to Top]

LibInsight

Easily Import Platforms and SUSHI Providers

We’re excited to introduce the new E-Resources Management page, to facilitate quick import and management of COUNTER 4/5 platform and SUSHI provider information. On this page, you will have the option to import platforms and SUSHI providers using our CSV templates. Go to Admin > E-Resources Management to get started! In a future release, you’ll be able to use this page to view which platforms are in which dataset(s).

E-Resources Management

More Accurate Database Reporting

In an effort to streamline the information shown in COUNTER 5 dataset Database Title Analysis, we inadvertently removed Investigations and Requests from the report display, showing only Searches. We fixed this! So when you do a COUNTER 5 Analysis, then view a Database Title list in a platform, you will see Investigations and Requests for databases, like you did before. Do an analysis on your COUNTER 5 dataset, then go to Databases > Usage > Title Lists and choose a platform to view metrics for Databases contained in that Platform and all their metrics.

In a future release, you’ll be able to see database usage broken down by data type: Total Requests for all Journal content, for all Book content, etc. Note: It’s not possible to drill down from a database into the individual books and journals it contains; you’ll be seeing for example all Requests from all Journal content contained in the database. For individual title use, see the Journals tab.

New: Journals Title-Level Analysis!

The Journals Usage report has a new Title Analysis section that displays the Top 20 Journals, by Total Item Requests, Unique Item Requests, or by total  Denials. Below the graph, you’ll see the Top 10 Titles with Decreasing Usage, and the Top 10 Titles with Increasing Denials. 

Journal Titles

Even better–click on an individual title to view a month-to-month graph of the usage across your analysis period. 

screenshot

We’ve also included these highly-requested features:

  • Delete SUSHI fetched reports within a platform
  • Additional aggregate methods for both custom and gate count datasets for the dashboard charts.

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

That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements. We are always here for you if have any suggestions or questions.

LibCal Mini-Release: Create Multiple-Hour Blocks to Facilitate Cleaning

This release is on its way to you this week, and will be live in all regions by the end of the day on Friday, September 18.

Spaces Locations: Multiple-Hour Blocks Help Facilitate Cleaning

Our pandemic new normal necessitates designated cleaning times to sanitize spaces and seats in between bookings. To facilitate this, we’ve added updates to the Weekly Hours Templates in Spaces/Seats & Equipment! You can now allow for multiple sets of opening/closing hours, with unavailable time in between.

Within these time slots, you can allow users to pick their own hours to reserve Spaces & Seats.  We’ll be adding functionality to make the entire period/block bookable in our upcoming release in early October.

Head to Admin > Spaces & Equipment > Hours Templates and select the ‘Custom Time’ option when creating or editing a weekly template to see the ability to enter multiple opening/closing hour blocks.

We have an upcoming training session that will help you get started! Join us on Tuesday, September 22 at 12:30 Eastern time to learn how to set up flexible or fixed booking times.

See LibCal release notes which will list out a few other changes coming in this release such as a customizable email template for the ‘Late Check In Cancellation’ email and more.

That’s it for this round of updates from Springy HQ for LibCal. 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 and beyond. We are always here for you if have any suggestions or questions.

LibCal Release: TimeZone Support and Zoom OAuth Coming Your Way

This release is on its way to you this week, and will be live in all regions by the end of the day on Friday, August 28.

Set Your Time Zone (Appointments, Calendars, & Events)

Given 2020’s constantly-changing environment, we continually look to improve the virtual appointment and event booking/viewing experience.  We have updated the Appointments, Calendars, and Events so that you can set and view your local time zone. This setting governs the time zone display on public pages wherever appropriate.  A few examples are shown below:

Zoom OAuth Update

We are also happy to announce that we have completed the code necessary to support the OAuth method for the Zoom integration.  Our app has been submitted to the Zoom Marketplace, and once we receive approval for our app, we can make it available to you. We do not yet have a date, but we are working our way through their process.

Misc.

See LibCal release notes in the near future, which will list out a few other changes coming in this release, including a preview section for Event Calendar emails.

That’s it for this round of updates from Springy HQ for LibCal. 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, LibAnswers, LibGuides, LibStaffer, LibCRM & LibInsight features coming your way!

All Regions Important Code Updates

We hope that your June is going well, and that everyone working in libraries and from home are safe and healthy. COVID-19 has radically changed our landscape, but we’ve been working hard at Springy HQ to bring you some great new stuff to sip with your summer punch, or your winter drink, if you’re in the Southern Hemisphere.  These new features and updates are on their way to you next week, and will be live in all regions by the end of the day on Thursday, July 2, with the exception of the LibCal release (including Seats!), which is coming mid-month.

Read about: LibCalLibAnswersLibGuides | LibStaffer | LibCRM | LibInsight

LibCal

We’re really excited to bring you seat booking capability as well as Microsoft Teams online meetings integration and so much more! In fact, we are stuffing so much in this update that we need an extra week-and-a-bit to tuck in all the details and have things ready for you. Please expect LibCal updates in a browser near you by mid-July. Here are the deets:

Seats

As you saw last week in the first post in our Reopening Your Building Safely series, we’re adding the ability in LibCal to book individual seats in your library. Social distancing and monitoring building capacity will be incredibly important as our buildings open up during the COVID-19 pandemic. This functionality will be available from July 17. Interested? Please drop our Sales team a line.

Microsoft Teams Integration – Calendar Events & Appointments Scheduler

The much-requested integration for Microsoft teams to support online Appointments and Events is here!  An administrator will set up and enable the integration under Admin > Integrations, then each user account must authorize the integration in their User Profile.  Once enabled, when you create or edit a Calendar Event, you’ll see a new location option for Microsoft Teams online meetings.  When this location is chosen, you’ll then choose one of the users who has authorized the integration.  After the Event is saved, a shareable meeting link will be generated for Microsoft Teams, attached to the account of the user you chose.

For Appointments, if a user belongs to an online location, shareable Teams meeting URLs will be generated automatically when bookings are made. The process is similar to the current Zoom integration; the Microsoft Teams meeting link will be included in all corresponding emails and .ics calendar files and shown on the admin pages.

Please note that only one online meeting tool can be enabled at any given time.

Events

  • Zoom webinar and password creation support is here!  If the Zoom account used to create an online Event has the webinar feature enabled, you will now have the ability to choose whether your event is a Zoom Meeting or Webinar, and the option to set a password.
  • .ICS files for an online Event using the “Facebook Live (or other)” location option will now include the Event link, when no registration is required.
  • We’ve corrected an issue where sites using a non-English base language had trouble with dates when copying and creating events.
  • We have increased the number of records available for selection in the Presenter drop-down on the Event Aggregates stats report.

Appointments

  • Ever wanted to modify the colors displayed for the different statuses on the admin-side availability grid?  Now you can! Admins can go to Admin > Appointments > Settings to set this system-wide. Users can go to Appointments > My Settings > Color Settings to set it up for their own Appointments.
  • We’ve updated the Exchange and Google calendar sync processes to include the online meeting link that is automatically generated when an appointment is booked, when either the Microsoft Teams or Zoom integration is enabled.

Spaces & Equipment

  • We fixed an issue affecting display of Spaces bookings after a modification is made.
  • You can now search for Internal Notes in bookings via the Booking Explorer, for both Spaces and Equipment.
  • We’ve added Event Details and Internal Notes filters in the Spaces and Equipment Print Views. Check them out at Spaces > Availability > Print View or Equipment > Availability > Print View.
  • The Barcode search on the Equipment > Check In page is no longer case sensitive.
  • Google calendar sync failures and Microsoft Team integration failures will now be included in integration errors / failures email notifications sent to email addresses specified under Admin > System Settings > Email Settings > Integration Email Notifications.

Upcoming LibCal Training Sessions:

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

LibAnswers

This release brings you a number of our most popular feature requests, including new sound customization settings for LibChat, centralized reports for Shared Group System admins, OAuth support for Zoom account integration, and more!

New in LibAnswers & LibChat

  • LibChat Sound Settings: Good news for folks who find the “new chat” alert sound too… let’s call it “surprising.” Admins can now customize the sounds that play for each event that happens in LibChat, including new chat, new patron reply, new internal message, and new ticket. Choose from sounds like Classic New Chat and Classic New Ticket, or choose from our variety of new sounds like Triple Tap, High Chime, and Low Bell. Admins can head to Admin > LibChat Setup > Settings > Audio Alerts to customize sounds for all users of the site.
  • Ticket Preview URL: If you’ve ever needed to collaborate with a colleague on how to answer a ticket, but the ticket is currently unclaimed, good news – we’ve added a shareable ticket preview URL, so others can view the ticket’s contents without claiming the question. To grab the new preview URL, head to the LibAnswers Dashboard and select Quick Look -> Copy Preview URL.
  • Query Spy Bulk Delete: If your Query Spy data has ever been bombarded by an IP address that generated a bunch of non-human-looking searches, good news! Site Admins can now delete in bulk Query Spy results which were generated by a specific IP address. Admins can head to Stats > Query Spy to use this new feature.

LibChat Screensharing Updates

  • Updated Screensharing Settings Page: We’ve updated the format of the Screensharing settings page, so that once your site is signed up for screensharing, it’s easier to choose among screensharing options. Admins can head to Admin > LibChat > Screenshare  to view the various options.
  • OAuth Support for Zoom Integration: We’ve also added OAuth support for sites who are bringing their own Zoom accounts to use in LibChat! By using this authentication type, users with LibChat enabled will be able to connect their existing Zoom accounts with your LibAnswers system itself. To set this up, Admins will first need to head to Admin > LibChat > Screenshare > “OAuth Authentication” method. Once you choose this option, your LibChat account holders will then head to their Manage Account screen to add their Zoom account information. They’ll then log in using their existing Zoom account credentials and grant LibAnswers the ability to launch meetings on their behalf.

Shared Group System Reporting Updates

Beginning with this release, we’re adding reports to the LibAnswers system to provide aggregated reporting for Shared Group System sites.  With this release, you’ll see a new, high-level Annual report that lets admins quickly see monthly chat totals generated by and answered by each Group Member Library within your site. To view these new reports, Shared Group System admins can head to LibChat > Aggregated Stats.

But what if you also want to be able to see aggregated stats from standalone LibAnswers sites which bear a relationship to your Shared Group System via a Consortial arrangement? With this release, standalone LibAnswers sites who are connected to a Shared Group System site via Consortial Sharing will now see a new option to opt in to sharing aggregated statistics from their site with the Shared Group System. If you’re an admin of a standalone LibAnswers system that’s connected to a Shared Group System via Consortial Sharing, head to Admin > System Settings > General > Sharing Information and look for the setting for “Report Aggregated Statistics to Another Site.” Once you select this option, admins in the Shared Group System will be able to see a high-level aggregated report.

Plus, stay tuned for our next release, where we’ll add an additional report to show a more detailed breakdown of who is answering chats generated by each Group Member Library. For chats that originated from each Group Member Library or connected LibAnswers system, you’ll see how many chats were answered by that “home” library, versus how many were answered by a local Co-Op, versus how many were answered by the Global Co-Ops.

Co-Op Updates

  • Group Member Library Statistics: Institution and Co-Op Admins can now view a breakdown of the number of Co-Op chats which were answered by each participating Group Member Library. To view the new chart head to LibChat > Co-Op > Reports > Chat Statistics > Clients/Staff, or in LibAnswers, head to Admin > 24/7 Co-Op > Clients/Staff.
  • Answering Institution Filter: We’ve added a new filter to the Coop > Transcripts page that filters transcripts by which LibAnswers institution answered the chat. We’ve also added identifying information under Transcripts > Answered By, so you can easily see the LibAnswers site affiliation for the person who answered the chat.
  • Policy FAQs Update: If you’ve ever tried to open a policy FAQ in a new window, good news for you! We’ve added a simple standalone page to house these policy FAQs, so opening them in a new window using right click > Open in a New Tab/Window will function as expected.
  • Ticket Creation without an Email Address: We’ve heard feedback indicating that, when you’re creating a follow up ticket from a chat, it can interrupt the answering librarian’s flow to have to grab the patron’s email address and paste it into the “Create a Ticket” modal window, especially when you know for sure that it’s already been added to the transcript via an initial question or during the course of the chat. With this release, we’re removing the requirement to explicitly add an email address when creating a follow up ticket.

Bug Fixes and Smaller Improvements

  • If you transfer a ticket to an address book address, and that addressee replies to the transferred ticket notification, those replies will no longer generate a new ticket. They will now become threaded with the original ticket, as expected.
  • Removed iFrame Chat: To provide a better overall user experience, we’ve removed the “iFrame Chat” option from the LibChat dashboard.
  • Sites with shared chat departments will no longer see an error regarding Unknown Users.
  • We’ve restored the link to Edit Patron Record in the User History tab.
  • We’ve fixed an issue where new SMS messages displayed in the LibChat Dashboard contained time stamps that reflected UTC, instead of your local site’s timezone.
  • We’ve fixed an issue with System Status Management posts showing an incorrect date/time stamp in RSS feeds.
  • We’ve fixed an issue where, in limited cases, the button to Email Transcript to the Patron was not appearing in the LibChat Dashboard.

Upcoming LibAnswers Training Sessions:

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

LibGuides

As previously announced, we are rolling out an updated Rich Text Editor to LibGuides as a part of this round of code updates. This update is cleaner (and fully-functional!) and allows you to use the built-in browser spell-check capabilities. The updated editor will be live in everyone’s LibGuides system by July 15.

We have spent most of the last month doing back-end improvements to LibGuides and LibApps. Hand-in-hand with expanded use of online classes and virtual services, use of LibGuides has really shot up during the COVID-19 pandemic, and while we weathered the spring without downtime, we wanted to get under the hood and improve things even more, before back-to-school is upon us. We also have a few small fixes and features to share with you:

  • LTI: we have made our code for setting up regular expressions more flexible to accommodate additional course naming conventions.
  • We’ve updated the look and feel of accordions on the admin side of LibGuides and LibApps so that the experience is a little more intuitive. This change does not affect accordions on the public side, such as those on the LibGuides homepage.
  • We fixed an issue that was causing Font Awesome icons in guide titles in search results to display as code.
  • We changed A-Z widgets (Tools > Widgets > Search Box) to handle diacritics in the same way that the A-Z Databases page native search widgets handles them.
  • We fixed an error causing older blog posts not to display. This was related to blog posts created by users who have since been removed from the system.

Upcoming LibGuides Training Sessions:

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

LibStaffer

The LibStaffer team is excited to bring you these frequently-requested features!

Features:

  • Drop Shift Functionality: Now staff members can give up shifts without still being responsible for the shift. With this option enabled, staff can drop a shift, and that shift will remain unassigned.  Schedule admins can go to Admin > Schedule Settings > edit schedule > Drop shift to view and choose an option, which also specifies how long before a shift it is allowed to be dropped.

Smaller Fixes and Features

  • We fixed an issue preventing some Schedule Admins who are Regular Users from being able to approve Time Off requests.
  • We addressed an issue preventing the removal of shifts from Outlook, if a staff member was unassigned during the Find & Replace process.
  • We resolved a sort issue with Open Shifts on the Dashboard.

Upcoming LibStaffer Training Sessions:

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

LibCRM

For this release, the LibCRM team is pleased to bring users the Roles & Permissions functionality. This much-requested feature set will enable admins to designate who can do what in their LibCRM system.

Roles & Permissions

With Roles & Permissions functionality, system admins can create new roles in the system, then assign them specific permissions in the People, Organizations, and Interactions modules. Also coming soon are Roles & Permissions for the Reports area. Admins can head to Admin > Roles & Permissions to get started.

Roles

The roles area is the heart of this functionality. Admins can create, edit, and delete Roles from the Roles list. The Admin role cannot be deleted, as it’s essential to the system. 🙂

Important: With this release, a Role will have to be assigned to each account created in the system. By default, Admin and Regular Roles will already be available.

Permissions

Once you have Roles created, it’s time to assign them some Permissions! For People, Organizations,  and Interactions you can assign Create, View, Edit or Delete permissions as well as allow a Role to View Statistics. A role can also be set to View Statistics for People and Organizations.

Each permission comes with the following options:

  • Owned by this user only: if active, the account holder can only see/edit/delete items that they own.
  • All (not owned by admin): if active, the account holder can see/edit/delete all the items that are not owned by an admin.
  • All: if active, the account holder can see/edit/delete all items, including those owned by admins.

[Back to Top]

LibInsight

COUNTER 5 Analysis Report Update

We have gotten a lot of feedback about how we have parsed and displayed Database and Title Master Reports. Why am I seeing Database titles in the Journals tab?? Excellent question! This is definitely not a “your chocolate is in my peanut butter” type situation!

We don’t usually get into the nitty gritty in these posts, but it turns out that Database Master Reports can include rows where the content type is “Journal.” This is indicative of the aggregated usage of all of the journal content within a database, but is unnecessary to include as database usage, since usage of those individual titles is reported in the Title Master Reports and parsed out in the Journals, Books, and Others tabs. With this release, we are ignoring rows in Database Master Reports for non-Database content. Conversely, we will now populate the Journal, Book, and Other tabs based on the Title Master Report only.

This will ensure that only Database metrics are shown in the Databases tab, only Journals metrics are shown in the Journals tab, etc. (Note: we will be removing some additional non-database metrics from Databases > Usage > Titles reports in a future release.)

Other Misc Updates

We’ve made some adjustments to the layout on the System Settings page. First of all, since Alert Boxes apply to the whole system, we are including them in these settings. We also then moved each section to its own tab, making this page more easy to use. Admins can head to Admin > System Settings to check it out.

LibInsight System Settings

Lastly, we have fixed a handful of accessibility issues, including issues on the custom dataset widget form.

[Back to Top] That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2020. We are always here for you if have any suggestions or questions.

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

Ahhh, November…how did you get here so quickly? Many of us here in Springy-land recently saw our first snowfall of the season and we’re all thinking about what we’re grateful for: you! What better way to show how much we appreciate you than to give you a whole new round of features & fixes?

These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, November 22.

Read about: LibCal | LibGuides | LibWizard | LibStaffer | LibAnswers | LibInsight | LibCRM

LibCal

Check below your Appointments grid / public pages link to see when your acccount was last synced.Appointments

  • Are you syncing Appointments with Google or Exchange/Outlook? Now you can see the last time a calendar was synced! Head to your Appointments page to see this information.
  • If an account is only associated with one category type, the availability grid and public time slot offerings now correctly display the appropriate slots / padding for just that category.

Billing

  • Discount code tokens in the default email template are now correctly appearing in the emailed payment notification.

Calendars/Events

Features
  • When emailing attendees from the Manage Event > Email Attendees page, the logged-in user sending the email is now BCCed.
  • Calendar email templates now accept up to 65k characters, so you can give your patrons a few more event details.
  • We’ve removed the previous 30 day limit for the event multi-date picker so users can add events that are more than 30 days into the past.
  • We’ve added a category class to the homepage Calendar template to allow users to target it with CSS.
  • The Google Calendar integration logic has been modified so the ‘Initial Export’ button will always be available when the credentials are changed/re-saved.
Fixes
  • The “Register!” button no longer shows for events with no open seats / waitlist seats remaining.
  • Users coming off of the waitlist for a series linked event now see correct dates in the email they receive.
  • Using quotation marks in an email templates subject line no longer strips out text after the first quotation mark.
  • Users will no longer be moved from the waitlist to the registered list or receive a confirmation email if the event has past.
  • Calendars now properly displaywhen using the Multi-Calendar view while your system is set to display in French.
  • We fixed an issue when using the custom date/time option for “Registration Opens” in Events. Registration will now open at the correct time and date when the System Date Format DD/MM/YYYY is in use.
  • When adjusting the date or times in an event, the location selected will now automatically be re-checked for availability against your new date or time.
  • The category field is now included within a calendar’s iCal feed.
  • We’ve fixed an issue in the Event Explorer where the ‘No Campus/Library’ selection for the ‘Campus’ filter was not working.
  • Calendar email templates now only display valid tokens in the email preview. Invalid tokens will display in the preview as blank.
  • The ‘Full Calendar’ widget has been fixed so the widget displays the full calendar and any events clicked on within the widget will display in a new window.
  • We’ve corrected an issue on the public page event search. When a user is on the “Month” view of a calendar and is looking ahead to future months, searching keywords will now bring up events in those future months.
  • We’ve fixed an issue where the {{CAMPUS}} email tag was not being shown in the Event Confirmation emails.
  • Calendar level permissions for users are now included only in the Settings > Calendar Permissions area and not in the Settings > Calendar Settings module.
  • If you’re using the “Calendar (Old Look)” component on your system’s homepage, it now starts the view at the correct time.

Equipment/Spaces

Features
  • We’ve begun adding granular user permissions for ‘Regular’ users.  You can now:
    • Restrict Regular users from creating bookings;
    • Restrict Regular users from editing bookings;
    • Disable the ‘User Showed Up’ field for Regular users;
    • Allow Regular users to create bookings, but require that they be mediated;
    • Disable the ability for Regular users to check in / out equipment items.
  • Disconnecting Outlook/Exchange at the Equipment & Spaces > Location level will now
    disable the sync at the individual Space level.
  • You can now add and edit costs on the mediation approval/denial page.
  • You can now modify the cost on an existing booking from the availability grid.
  • We’ve added missing aria role/landmark information to the public booking pages.
  • All elements on the admin pages can now be navigated via keyboard.
Fixes
  • We’ve resolved an issue with the statistics module where ‘Time Available’ showed as zero and the pie graph was inaccurate if a date overlapped with a deleted Equipment & Spaces hours template.
  • The Spaces booking explorer status filter once again works properly when filtering by ‘Form Answers’.
  • Screen readers accessing booking slots on the availability grid on the public pages will also read back the status of each booking slot, instead of just the color.
  • When creating a recurring booking on the admin side of the system, the list of clashes for that booking is properly displayed vs. showing an empty list.
  • We have resolved an issue where editing a space booking for a space that is connected to Outlook caused the booking to display both the user name and email details in Outlook instead of what was selected in In the Exchange/Outlook Title Setting area.
  • The Spaces privacy scrub will no longer scrub data for future Spaces bookings in a recurring booking series.

Hours

Features
  • We’ve removed an accessibility issue where a user was getting stuck on the Hours page / in its widgets when using keyboard navigation.
  • We’ve added labels to the ‘previous’ and ‘next’ buttons on the department hours table.
  • LibCal’s first Hours REST API 1.1 endpoint has been developed! It pulls opening hours based on location id(s) within a certain date range. Head to Admin > API for more information about this endpoint.
  • Non-English sites using Opening Hours on their LibCal homepage can now replace text within this content type. These new language keys can be found in Admin > System Settings > Language Option > Custom Language > Daily Hours Widget.
Fixes
  • We’ve corrected an issue where the Hours API was returning the “currently_open” value incorrectly if the location was open past midnight.
  • The button to add another custom hours time block will no longer appear if you have reached the maximum number of time blocks allowed.

Misc.

Features & Fixes
  • For users enabling OAuth 2 sync, LibCal now supports ‘Accounts in the organizational directory only’, Accounts in any organizational directory’ and ‘Accounts in any organizational directory and personal Microsoft accounts’ during Microsoft Azure App registration. Previously, ‘Accounts in any organizational directory and personal Microsoft accounts’ was required.
  • Admin-side accessibility fix: all elements in the Appointments, Spaces, and Equipment Booking Explorers and the Calendars Event Explorer can be selected using keyboard navigation.
  • If the text of an email template has been removed, the preview will now indicate that there is no body text instead of showing a misleading “invalid template” error message.
  • We’ve corrected an issue where canceled Appointments and Spaces bookings were creating emails in the Outlook drafts folder when username/password Outlook syncing was enabled.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

We have been working on a bunch of back-end improvements to LibGuides and also have these improvements for you!

Accessibility Updates:

  • We corrected a missing form label for the Google Search and Poll Asset types.
  • ARIA labels are updated to allow a Guides search widget and an AZ search widget to live on the same page.
  • We added an ARIA label for the email address in the command bar on the admin side.
  • We added an indication to the Help link on the Command bar so that screen reader users are notified that this link opens in a new window.

Additional Fixes:

  • Missing screenshots on the LibGuides Community site have been updated.
  • If a guide’s type is set to “Internal,” it will only appear in search results for users logged into LibApps.
  • We fixed a CSS issue that made the Blog page search button misaligned.
  • We fixed an issue that was causing former LibApps Administrators to remain listed on the Dashboard.
  • When you’re viewing an individual draft blog post, you’ll now see that it’s marked “Draft.”
  • We fixed an issue that caused the Table Tools in the Rich Text Editor to gray out on occasion.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Forms, Surveys, Quizzes, and Tutorials – New Features!

Preview Options by Device (all types)

Click the ‘Preview’ button when editing any item and you’ll now see device options along the top. Check out what your form, survey, quiz, or tutorial will look like when viewed on a desktop, tablet, or mobile phone!

Image Choice (Surveys, Quizzes, Tutorials)

We have a new multiple choice field called Image Choice for Surveys, Quizzes, and Tutorials! Add an image for each choice by either uploading an image file or entering the URL of the image from the web. You can also add an image caption, which can either be hidden or displayed below the image (recommended).

Image Choice Survey

Additional Features & Fixes:

  • Forms / Surveys / Quizzes / Tutorials:
    • Dates on the ‘Review Your Response’ page now correctly match the date format of the field.
    • Sorting on Name, Owner, and Created date now works as expected on the landing pages for all item types.
    • We’ve fixed an issue where having a required checkbox field with a ‘jump to’ field rule did not jump to another page when the checkbox was selected. Now all jumps are successful.
    • Adding an initial ‘jump to’ field rule on the first page of an item (before the first page break) no longer makes the first page disappear.
    • Prefilled URLs no longer make the choices appear selected, even though they aren’t.
    • We’ve improved the “Advanced Email Notification Settings > Conditional Email To…” functionality: if a field being used for the “Conditional to” setting is deleted, that option is automatically disabled; the field requires at least one email address; a warning is displayed if the field selected is required in order to continue, stating that the email will be sent based on the users’ first answer attempt.
    • Radio/checkbox multiple-choice fields with both vertical display (multiple columns) and sorting alphabetically, the sorting is now top-to-bottom in each column (vs. left-to-right in each row).
    • We’ve updated the button layout for all editor pages: the Preview link is now a link on the right hand side, above the Workpad; Revert Changes has been removed; Share/URL and View Reports now have a dark background color.
  • Reports:
    • We’ve fixed the issue where filtering reports submitted From and To dates did not include the To dates.
  • Accessibility:
    • We’ve updated the button colors on the admin side to ensure the color contrast is over 4.5:1.
    • We’ve added screen-reader only text to let users know if a link will open in a new window.
  • Admin Settings:
    • We’ve updated the name column in the Admin > Accounts and the “Import LibApps Account” lists to sort by Last Name, First Name.
    • We’ve added additional strings in the Admin -> Language Settings area, so you can modify them, if you wish.
    • Removing an Account no longer unassigns items from the Admin level user removing said account.
  • We’ve updated the tooltip help texts format to include related links to documentation about that item/topic.
    Help Text
Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Clear shift assignments for one person in a schedule or all.Schedules Features & Fixes
  • A staff selection filter is now available on the Clear/Delete shift process, so if you need to take a specific staff member off of shifts for a specific date range, you can!
  • Multi-Schedule View:
    • Shifts are now displayed by shift/schedule name instead of staff/account name.
    • When filtering by account(s) with the time off overlay enabled, scrolling to the next day/week/month now correctly retains the filtered account selections.
  • The “Auto-Scheduler Maximum Per Week” setting once again saves properly when creating a new shift.
  • We’ve updated the Auto-Scheduler modal to combine the “Don’t schedule a person in back-to-back shifts” checkbox and “Allow Grace Period?” dropdown, since their purposes were quite similar! Now there is one field called “Minimum duration between shifts”, which has an option for “No minimum duration” if back-to-back shifts are okay, and then a list of options if you want to ensure that users are not scheduled in back-to-back shifts.
    The two options for preventing back-to-back shifts have been combined into a single field.
  • We’ve corrected an issue where tooltips would get cut off at the edges of the schedule widget’s iframe.
Time Off
  • Calendar Page:
    • You can now click on a date to add time off (vs. always having to click the button at the top of the page).
    • Each Admin level user or Regular user with Schedule Admin permissions can set a default staff selections view for this page, meaning that by default, you can limit the view to only certain staff vs. everyone in the system. Simply choose the users you want to see in the default view and click “Set as Default View”. The next time you visit that page, you’ll automatically see that filtered view.
      Click the Set Default View button to view your filtered list every time you go to the Time Off page.
  • Approval Page: We’ve extended the records shown on the ‘Time Off Approvals’ page to include any un-approved Time Off records from the previous week. This is helpful, for example, if someone submitted a sick day request on a Friday when the approving manager was out of the office (and there’s no one else to have it fall back on). You could see it on the Time Off calendar and click to approve it there, but you’d have to go look for it there. Now it’s right on the approvals page for you to review and track!
Reports
  • The Scheduled Shifts report now includes optional ‘Position’, ‘Location’, and ‘Department’ fields. Click the “Show / hide columns” button to include these fields on screen.
  • Interested in seeing more details about an account’s swap / given up shift history? Head to the Swaps & Given Up Summary report and click the new blue info icon to see the account’s history, including the account that claimed the shift.
Workflow Forms: Submissions Explorer
  • Attach files to and remove files from a note on any workflow form.
  • You can now also delete entire notes in workflow forms.
Misc. Features & Fixes
  • We’ve updated the Available Hours settings page to make it clearer when you have not yet set any available hours. You’ll now see a message stating available hours have not yet been set along with a button that allows you to set them up.
    Go to your account settings to set up your available hours.
  • Creating a new user or clearing an Available Hours list now correctly makes that user available for any hours/shift.
  • The Clock In / Clock Out modal button is now disabled once it’s clicked, in order to prevent creating duplicate records if it is inadvertently double clicked.
  • We’ve added a tenant specific endpoint support for OAuth2 integrations, so you can set your integration up using any of the three options provided by the Microsoft Graph API service (‘Accounts in the organizational directory only’, ‘Accounts in any organizational directory’, and ‘Accounts in any organizational directory and personal Microsoft accounts’).

Upcoming LibStaffer Training Sessions: Check out our recorded sessions!

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LibAnswers

With this release we’re bringing you a new feature for tagging chat transcripts, a new chat dashboard option for splitting Internal chat content into its own tab, a host of accessibility updates and a few fixes to boot.

New Features:

Tag chats with one or more tags from your system.Tagging Chats

It’s now possible to tag chat transcripts / interactions! Users can tag a chat (using the same list of tags that are currently in use for tickets) either while the chat is in progress, or after the fact via the chat transcripts tab. Chat transcripts & stats can then be filtered by this tag. Chats can be tagged via LibChat > Transcripts > Quick View > Add Tag, and you can also tag a chat while it’s in progress using the new tag chat icon (new chat dashboard only).

Option for Moving Internal Chats to Its Own Tab:

For users who’d like to dedicate more screen real estate to patron chats, we’ve added a new account setting that will allow you to move Internal chat content – including department chats and op-to-op chats – into its own tab. Using this option will give you more dedicated space for managing patron chats. To edit this setting, click on your email address in the top right corner of the screen and head to Account Settings > LibChat Settings.

The "Use Internal Chat Tab" box is at the bottom of the "LibChat Settings" area of your user settings in LibAnswers.

Widget Setting for Follow Up Queue

We’ve added a widget setting so users can identify which LibAnswers queue should (by default) receive follow up tickets created from chats that start in this widget. To set a default follow up queue for your widgets, head to LibChat > Chat Widgets > Edit Widget > Follow Up Ticket Queue.

Use the Preview icon in the ticket listing to quickly review a ticket.Quick Look Option in the Knowledge Base Explorer:

We’ve added the same quick view preview modal that’s available on the Dashboard to tickets in the Knowledge Base Explorer, so you can preview any ticket’s contents without jumping to the full ticket view. To see it in action, head to Answers > Tickets > Quick Look.

Accessibility Updates:

  • Some screenreader users were having a problem where messages from the librarian in chat were not being announced. This is now resolved, so screenreader users will be informed as soon as a reply from the librarian is sent.
  • We’ve addressed a couple of aria label issues in chat widgets, so the “start a new chat” button, “how did we do?” satisfaction question, and the chat sound toggle now all have the proper aria labels.
  • We’ve addressed a couple of contrast issues in the LibChat widget, including the “close” link in the closing LibChat screen and the text for “connected” and “disconnected”.
  • LibAnswers widgets now have unique IDs assigned by default. Previously, these widgets were not being assigned a unique id, so if you had more than one of them embedded in the same page, you could wind up with page errors as the same element id was used more than once.
  • Focus wasn’t being directed to LibAnswers pop-out widgets properly, which could present a problem for keyboard only users. These widgets now receive focus as expected, and keyboard only users will be able to open the widget, navigate through the widget, and exit the widget as expected.

Fixes:

  • If you mark the Question Routing field in a Queue’s Question Form as required, that selection is now correctly retained on save. Admins can head to Admin > Queues > Edit Queue > Question Form > Question Routing Field to set it as required.
  • We’ve fixed an issue in the chat widget builder where, if you’d previously set a custom button color for button chat widgets, and then edited the text of the button, the custom color could revert back to the default color. But no longer! To see it in action, head to LibChat > Chat Widgets > Edit Button Widget.
  • In the Knowlege Base Explorer, if a single ticket has multiple Reference Analytics transactions defined, that ticket is no longer counted twice in the “total records shown” count at the top of the page.
  • Inactive Users can no longer be assigned to new Reference Analytics transactions.
  • We’ve added a missing language key in the LibChat widget, so it’s now possible to customize the text for “Email yourself a copy of this transcript”. To edit this info, head to LibChat > Widgets > Edit Widget > click on the text in the widget preview.
  • As a security precaution, we’ve updated our spam prevention methods to automatically enable a honeypot captcha on all public question forms. Honeypot captcha places a hidden field within the question form – this field isn’t visible to end users, but will show up for spam bots, which tend to fill in information in every possible field. Seeing information in this field gives us a good indication that the form has been filled out by a spam bot instead of a person, so we can prevent these submissions from getting to your LibAnswers system.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

Our development team has been working behind the scenes to tighten up and modernize the LibInsight code. We’re also working on adding LibCal Spaces statistics to the Calendaring dataset. More on that soon! Meanwhile, we have a bunch of small features to bring you:
  • Option to not display Inactive accounts in “Entered by” fields.
  • We’ve added some links to awesome training materials in the Dataset Creation Wizard. Click the links to access the Springboards for each dataset type—these will tell you everything you need to know about each type, before you get started.
  • We added some CSS to make sure that large banner images do not overwhelm widget pages.
  • We fixed an issue that was preventing the “24 hours” filter from working properly when analyzing a Custom dataset.
  • We fixed an issue in COUNTER 5/E-Resources datasets that was preventing some journal titles from appearing in the “Top Use” journal lists, even with high usage.
  • We added an indication to the Help link on the Command bar so that screen reader users are notified that this link opens in a new window.
  • We removed an erroneous duplicate fetch alert added to the COUNTER 4 dataset type.

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LibCRM

In this round of updates, the LibCRM team has improved the UI of several pages, added filters to improve filtering/searching data, made some changes to the System Emails area, and fixed some system issues.

UI/UX Improvements

Buttons moved to the right hand side of the screen.The LibCRM team made improvements to the People, Organizations, Interactions, Projects, and Tasks pages:

  • Moved the main page button (e.g., New Person, New Organization) to the top right corner of the page.
  • Changed the “Refresh” button to an icon and moved next to the main button (top right corner).
  • Added some new fields and reworked the field order in the tables to display more information in a better way.
  • Adjusted some of the on-screen text to be clearer.
Filters

We’ve added several filters to provide a faster and easier search of data in the tables in the People, Organizations, Interactions, and Tasks areas. You can use a single filter or combine multiple to narrow the data further, including narrowing by date range!

  • People/Organizations: search/ filter by keyword, Name, Type, Email, Owner, or Number of Interactions; you can also filter Last Interaction by date range.
  • Interactions: search / filter by keyword, Subject, Source, Type, Owner, or Interaction with…; you can also filter Interaction Date by date range.
  • Tasks: search / filter by keyword, Subject, Owner, Related Projects, Associated Profiles, Number of Assignees, or Status; you can also filter Due Date by date range.
Manage System Emails

The Manage System Emails page title has been renamed to Manage Unmatched System Emails since the purpose of the page is displaying and allowing the user to take action on emails sent to recipients whose email addresses don’t match a profile in LibCRM. Admins can add the unmatched email to the system (as a profile), assign the interaction to an existing profile (in the case of a mistyped email), or delete the unmatched interaction.

  • We removed the system email from the table of unmatched emails. The page only shows the emails that did not map to a profile. (The system email is still listed at the top of the page, however, for your convenience.)
  • We added an Add New Profile icon to the table. Clicking that icon allows the admin to start the creation of that person’s profile. The email field will take the value of the unmatched email listed on the table.
  • The Edit Interaction screen now allows you to associate the unmatched email with an existing profile.
  • We added the ability to delete unmatched recipients from the table, including after creating a profile.
  • Attachments linked in emails are now associated with interactions for that email/profile.

Relate an existing profile to an unmatched email.

Fixes
  • Reports
    • The Data Export in Reports is now bringing back all Fields in the XL spreadsheet.
    • The system is no longer showing duplicated data.
  • Search Boxes: The search boxes now all you to search on either {last name, name} or {name, last name}.
  • Manage Unmatched System Emails: it is no longer required to match at least one profile to display the email in the System Emails (now Manage Unmatched System Emails) page.

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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 2019. We are always here for you if have any suggestions or questions.