Archive for Neil Levine

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

Important updates!

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

These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, March 15.

LibCal

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

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

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

    Create New Event > Find Event to Copy

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

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

Fixes include:

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

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

LibApps, LibGuides, & LibAuth

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

Join us for our upcoming LibGuides training, including:

LibInsight: COUNTER r5 is here!

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

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

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

screenshot

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

Join us for our April LibInsight training sessions:

LibAnswers

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

Link to the ticket from the RefAnalytics Transaction Explorer.

Showing Ref Analytics transaction link in the Knowledgebase Explorer.

Link to transaction in the Knowledge Base Explorer.

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

Join us for upcoming LibAnswers training sessions:

LibStaffer

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

Showing drag & drop feature to fill schedule shifts.

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

Join us for upcoming LibStaffer training sessions:

LibWizard

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

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

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

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

Whew! That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more in 2019–this awesome year has just begun. We are always here for you if have any suggestions or questions.

LibCal 2.18 release coming on November 12-13

The LibCal 2.18 release is coming to you this week and will be rolled out to all regions by the end of the day Tuesday November 13th.

This is a mini release of sorts but still includes lots of great features including a next available button for space/equipment bookings, the addition of the image manager for featured event image selection and more!

Calendars/Events:

  • Email can be set to optional for event registrations – You’ve asked for it, and we delivered. 🙂 Email address can now be set so that it is not required on an event registration form. Phone number and library barcode have been added as additional event registration information – but can also be set as either optional or required fields, or you can disable them altogether. In addition, you’ll be able to customize the field descriptors and add custom help text for each.  From the orange command bar, select Calendars > Registrations Forms Tab to edit or create a new form to view this feature.

  • Image Manager Integration – We’ve added the ability to launch the Image Manager to select featured event images when creating or modifying an events details. You can check out this new option by clicking on Calendars from the main menu navigation bar and choosing your desired event calendar. Once you are inside the calendar, simply add or modify an event and then press the new ‘Launch Image Manager’ button to choose an event image.

  • Event Location Display On Admin Calendar Day/Week View – We’ve added the event location to the display of the day view of the admin event calendar. The location of the event will appear after the event title in italic font with the word at preceding the location. To view this new display, head to Calendars > Edit Calendar and then select the Day/Week view options.

  • Category & Audience Fields Required – We’ve added a setting on the system-wide audience and category fields to make these required when creating a new event. Admins can locate the setting to make these fields required by going to Admin > Calendars and then accessing the Audiences tab and Categories tab.

Spaces/Equipment:

  • Next Available Button for Space/Equipment Bookings – We’ve added a new button that will easily allow the next available space or equipment booking to be found! When this button is pressed, the availability grid will jump to the next available time slot. This will really help where equipment items are in high demand or long lead times are set up before allowing bookings.  To use this new feature, head to the public Space or Equipment booking page and select the “Next Available” button.
  • Copying Booking Form Info – We’ve added a way to copy all relevant booking form information from an existing booking to create a brand new booking. To use this feature, from the orange command bar select Spaces > Click on a past space booking > click on the new ‘copy’ button.  After clicking this button, you’ll be prompted to create a new booking and all the booking form details from the source booking will be copied over.

  • Confirmed Bookings Date Picker – We’ve added a date picker to the Confirmed Bookings page that displays on the public page. Use the date picker by selecting the new ‘Custom Date option in the ‘When’ drop down selection. The public page for confirmed bookings can be accessed by clicking the ‘View Confirmed Bookings’ link public space booking grid page (note this only appears for spaces where “Public Nickname” has been enabled).

  • Reminder Email for Space Bookings – We’ve added an optional opt-in email reminder for space bookings. If you enable these emails, they will send based on a duration (available by the number of hours before) selected before the space booking occurs. If multiple bookings occur on the same day, they will all be sent in one reminder email.  To enable these emails, admins can head to Admin > Equipment & Spaces > Edit Location > General > Reminder Email & choose the amount of time prior to the booking start time when the email should be sent.

Bug Fixes:

  • Exchange Sync Issues – We’ve resolved an issue with exchange where double bookings were being created in the Appointments module. These double bookings were showing in the Appointments>Availability grid. The issue has been corrected and should no longer happen!
  • 12 am Time Slot Booking Error – We’ve fixed an error that occurred when a booking was attempted to be made that started at 12 am.