Archive for General

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

We’re not sure how this happened so quickly, but it’s already August! Many of our customers are in “back to school” mode, finishing up projects and getting everything ready for the new school year. That means here in Springy-land our support and training teams are sprinting to help all of you with everything you need to start the new school year right (and just start August on the right foot, if you’re not one of those getting ready for a new school year)! What better way to start August than with a bunch of new features? …maybe by having some ice cream while reading all about them? Mmmmmm….

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, August 9.

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

LibCal

We’ve been busy working to bring you the following LibCal features and fixes across every module in the system!

Billing

  • Record a payment note when cancelling/refunding an in-person payment. The payment note recorded when the cancellation is made will show in the payment details modal for an event registration or equipment/space reservation.
  • Override the cost of a booking on the admin side during the equipment/space booking process. Head to Equipment or Spaces from the main menu and make a booking in a billable equipment or space category to access the new cost override field.
  • ‘Status’ and ‘Payments’ columns are now part of the Event Explorer CSV export if the event is billable. Go to Calendars > Event Explorer for a calendar that has a billable event. After searching in the Event Explorer, click the ‘Export Data’ button to see these two fields in the CSV output.

Appointments

Features
  • By popular request, we have started to add more granular user permissions to LibCal! There is now an account level permission to restrict Regular users to only be able to run the Appointments booking explorer for themselves and no other users.  Head to Admin > Accounts > Edit Account > Permissions Tab to change this setting.
  • Also by popular demand, since we recently added cancellation information to the Spaces booking explorer, we’ve added it to the Appointments booking explorer as well! Head to Appointments > Booking Explorer to view who cancelled an appointment and the date and time of the cancellation.
  • The appointment cancellation process now allows additional notes to be sent in the email that the patron receives when an appointment is canceled on the back end of the system. Head to Appointments > My Appointments to cancel a booking and send additional notes in the ‘Admin Cancel Email to Patron’ template. (NOTE: The {{{ADDITIONAL_INFORMATION}}} token must be present in the ‘Admin Cancel Email to Patron’ template for this field to appear in the email.)
  • New email template: ‘Rescheduled Email to Patron’. Previously if an appointment was rescheduled, the system would send the confirmation email to the patron, without specific information that it was a rescheduled appointment. This new template improves communication with patrons by specifically stating the appointment is a rescheduled one. Head to Appointments > My Settings to configure this new email template.
  • When making an appointment booking on the admin side of the system where you are choosing a specific group, the categories dropdown now shows the categories in two distinct sections: ‘Supported Categories’ (the categories that apply to the selected group) and ‘Other Categories In The System’. Head to Appointments > My Appointments and make an appointment booking, selecting a group, to see this in action.
  • The ‘Directions’ field will no longer show on the public appointments confirmation booking page if no directions exist or pertain to availability set for an appointments user. Previously, the field descriptor would show but there was no information after it.
Fixes
  • We’ve corrected an issue with the Appointments email template previews where any HTML inside the template would display as code in the preview.
  • We’ve corrected an issue where the public Appointments booking page would show availability (although it could not actually be booked) on a day when there is none available for a group using the ‘Show Group Nickname’ option.

Events

Features
  • We’ve added a new system generated email to notify event owners when a patron cancels an event registration.
  • Events that require registrations have new options for when registrations close: 15, 30 and 45 minutes before the event. Head to a Calendar that has an event requiring registration (add a new one) to see these new options.
  • We’ve improved the end date selection field when creating an event to automatically default to the start date selected for a recurring event. Previously, the end date would default to the current date. Head to a Calendar and set up a recurring event in the future to see the new end date default selection.
  • After saving or publishing an event using the Publishing Workflow, you’ll now return right back to the Publishing Workflow page instead of the calendar.
  • When viewing Event registrations, the ‘View User History’ modal now has a column displaying the date of the event in addition to the registration date that previously displayed in this modal. Head to a Calendar, choose an event that requires registration, then click ‘Manage Event’. Click the ‘View User History’ icon for any of the event registration records to see this additional field.
  • Phone numbers and barcodes (if applicable) now display in the Event Explorer and its related data export. Go to Calendars > Event Explorer and search for an event where the registration form includes phone number and/or barcode. When clicking the ‘Show’ button on the event record that is returned, the phone number and barcode fields display. Click the ‘Export Data’ button to see these new fields in the CSV output.
  • The Event Explorer now has an option to include the event description when using the ‘Search’ field. Without this new option selected, the ‘Search’ field will only search for events based on the event title. Head to Calendars > Event Explorer to see and use this new option.
  • We’ve added missing language keys for the public events calendar for when multiple calendars are selected as well as the the filter options for the number of selected filters and the “Filter by Type” verbiage. Head to Admin > System Settings > Language Options > Custom Language > Events Pages to configure these new language keys.
Fixes
  • We’ve corrected an issue where editing the ‘registration close’ value for an event series would reset the start and end time of individual events that differed from the original event series start and end time.
  • We’ve fixed an issue with the full calendar widget where the ‘Audience’ list did not appear when selecting filters to hide.  Head to Calendars > Widgets, then select the ‘Full Calendar’ widget where you will now be able to hide specific audience filters.
  • When a patron cancels an event registration, they will see the relevant event details on the public cancellation confirmation page for confirmation.
  • On the public event card view, locations with commas now properly display.
  • We’ve resolved an issue with cancelling event registrants from an event series where the patron was not registered for all events in the series. Previously, when trying to cancel a registration in this scenario, an error would appear not allowing the registration record to be deleted.
  • If an event’s booking form has phone number included, the waitlist will now sort initially by registration date/time instead of the phone number column. Head to a Calendar and choose an event that has phone number included in its booking form and waitlist records exist to see the corrected default sort.
  • The Upcoming Events widget now properly processes the max number of events value.
  • We’ve fixed the calendar color options selected for the admin view of a calendar. Previously, the colors selected did not apply to the calendar. Had to a Calendar, click on the ‘Settings’ drop-down and select ‘Color Options’ to set the colors for the calendar.
  • We’ve corrected the ‘Today’ language token so it will correctly apply to the public event calendar view.

Equipment & Spaces

Features
  • Select an event template when creating an event from a space booking. Go to Spaces > Availability and click on a booked space in the grid. In the section that displays the booking details, click the ‘Create Event’ button. If any event templates are set up in your LibCal site, an option will appear to select a template or create an event from scratch.
  • You can now remove Hours templates that are no longer in use without affecting any of the stats reports. Head to Admin > Equipment & Spaces > Manage Hours Templates to remove any template from the list that is no longer in use.
  • We’ve enhanced the Confirmed Bookings calendar to include the ‘nickname’ for a booking (if one exists) on the initial view of the calendar. Head to Spaces > Confirmed Bookings to see the ‘nickname’ associated with a booking on the initial view of the calendar.
  • We’ve added support for booking lead times for K12 (a.k.a., school libraries) sites. Head to Admin > Equipment & Spaces, click on the Spaces link for your K12 location, click ‘Edit Category’ for any space category and then on the Booking Limits tab, where you will find the booking lead time setting.
  • We’ve added the Booking ID for both the Equipment and Spaces Booking Explorer exports. Go to either Equipment or Spaces, click on the Booking Explorer tab, run a search, and then click on the ‘Export’ button. The Booking ID will now be included in the CSV output.
  • We’ve added any notes that existed in the Room Bookings to display in the Spaces module for any bookings that were migrated over during the Room Bookings to Spaces migration process.  Go to Spaces > Availability, find and click on a booking that was migrated from Room Bookings. When the details of the booking load, the notes (if applicable) from Room Bookings will now display.
  • We’ve improved the Equipment ‘Fines’ page by adding the show/hide columns, Excel, PDF, and CSV buttons to be used in conjunction with the datatable results returned from searching on this page.
  • We’ve added a language token for the verbiage that displays on the Equipment/Spaces public booking cancellation page.  Head to Admin > System Settings > Language Options > Custom Language > Equipment & Spaces to customize:
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking”
    • “Click on the ‘Cancel Booking’ button to cancel an individual booking or the ‘Cancel All Bookings’ button to cancel all.”
  • We’ve enhanced the public page equipment search to re-load all items on the page if a search is cleared.
Fixes
  • The availability grid for the Equipment module is now properly displaying longer padding windows associated with booked items.
  • We’ve corrected an issue where if the ending hours for an equipment item was set to 12am and later, the reservation would automatically put the end time to the next day’s opening hours.
  • We’ve corrected an issue where inactive spaces were adding to the ‘Time Available’ data when running stats for a space category. Go to Stats > Spaces and then run the report for a space category where there are inactive spaces. The ‘Time Available’ value will no longer include these spaces.
  • We’ve corrected an issue where, when pulling data through the API, an extra millisecond was being returned when a custom time was in use for a space or equipment item.
  • We’ve fixed an issue where, when creating a recurring booking, bookings that were not created because of a clash would still show up in the booking confirmation email.
  • We’ve corrected an issue when a space or equipment category was set up for both 2-step verification and mediation.  The confirmation emails will now include the mediated booking dates and times.

Misc Fixes

  • We’ve fixed the Google Maps integration for Hours locations on the public pages. Head to Admin > Hours and modify the settings of a location or department to set the latitude & longitude or place id values. Next head to Admin > Look & Feel > Homepage Editor or Hours Page Editor to display the Google Maps integration on the public pages.
  • We’ve corrected accessibility errors when an ‘Error 404’ page is viewed.
  • We’ve corrected an issue when LibAuth rules are in use and are set to auto-populate the First Name field.
  • We’ve fixed the LibApps signature option for event and appointment email confirmations. Head to Admin > System Settings > Email Signatures to allow users to set their email signature using the signature set up in their LibApps profile.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides & LibAuth

We have a small series of fixes for LibApps and LibGuides this month! We’ve been working to tune up the back end, but you’ll also notice these changes:

Accessibility

  • We made the contrast of the homepage sidebar buttons WCAG 2.0 AA compliant.
  • If you assign a custom language to a group, that language designation is correctly assigned to all guides contained in that group. Some of you reported that the language tag was getting flagged by your accessibility checkers.
  • We removed a duplicate ID from the system and group homepages. If you target #s-lg-index-cols to style guides lists on your group or system homepages, please see the table below for details on what to look for in your custom CSS. Protip: now you can customize the homepage guide lists separately if you’d like to!
To target this element on the system or group homepage
Use this ID in your custom CSS
All Guides list
#s-lg-index-list-guides
By Group list
#s-lg-index-list-groups
By Subject list
#s-lg-index-list-subjects
By Type list
#s-lg-index-list-types
By Owner list
#s-lg-index-list-owners
All lists
#s-lg-index-list > section > div

LibAuth

The LibAuth updates this month center around the SIP2 authentication protocol. We’re seeing a lot of use of this from you, and are pleased to bring you some additional related features.

  • We added a toggle that allows you to honor or ignore any blocks returned from your ILS. If you’d like to allow patrons who are blocked for too many checkouts/fines to book LibCal rooms, now you can!
  • We’ve extended group permissions to SIP2 configurations. If you would like to restrict LibGuides or LibCal resources to particular groups of patrons, now you can!
  • We’ve enabled LibApps login for SIP2 configurations. You can use this if you would like your staff to log into LibApps using their SIP2 credentials.

Additional LibGuides fixes and features

  • We’ve added the Export All button to the Guides Statistics reports so that you can download an entire report.
  • We’ve improved the password reset process to make it more secure. Now when you reset your password, an email is sent to the address you provide.
  • We fixed the Tags filter in the LibGuides community site.
  • We’ve changed the classes used when you create a table in a blog post, so that they look the same as tables that you create in other LibGuides content. When adding or editing a table, simply use the Class dropdown (on the Table Properties screen) to choose the Bootstrap Table class(es) you’d like to use. The default is to have a table with borders.
  • We fixed a couple of issues with search results that were causing Subject names to appear more than once, and for the page results in Bento search results to have the wrong links.
  • We fixed an issue with LTI widgets that was causing links to open in the same window even if a new window was specified by your LMS.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibInsight

We have been busily recoding the back end of LibInsight to improve performance and modernize the code. We’ve also got this list of smaller improvements to bring you:

COUNTER-related updates

  • We removed the link to the now-defunct COUNTER Release 4 validator.
  • We made several improvements to scheduled SUSHI fetches. Specifically, we delete a schedule when a provider, dataset, or platform using the schedule is deleted. We also added some validation for the “Recurring Until” dates.
  • When you copy a platform from one dataset to another, you’ll now copy any invoices and licenses that you’ve added to the platform. This includes invoice line item details, and file attachments, as well as license file attachments.
  • We added some error information to the emails you get when a SUSHI fetch fails. This will help us in troubleshooting.
  • We have added the &platform parameter when retrieving SUSHI files. Some vendors require this to differentiate among the platforms that they provide.
    screenshot showing new platform field in the sushi provider dialog

Additional fixes and features

  • We improved the interface for choosing more than one value when adding a filter in custom dataset analysis.
    screenshot showing additional help text to assist with selecting more than one value in a filter
  • We changed the Last Login field on the accounts screen so that it uses the timezone set in System Settings. It’s pretty awesome that people were logging in from the future, but we decided to go for accuracy instead. 😉

Upcoming LibInsight Training Sessions:

Check out our recorded sessions!

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LibWizard

Abracadabra: magical new features such as the LibAuth integration and the Certificate of Completion are coming! (Thank you for your patience with those two features!)

LibAuth Integration

If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an item, go to [Item] Options > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

Screenshot of LibAuth Integration Settings

This is just the beginning! LibAuth integration opens up a floodgate of potential new and exciting features, like only allowing a user to take a quiz once or allowing users to save a tutorial and continue where they left off at a later time. Make sure you sign up for blog notifications (top right side of this page) so you’re one of the first to know about new integrations!

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial. Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

To enable Certificates of Completion, edit the quiz/tutorial’s “Thank You” screen and go to the “Certificate of Completion” tab to enable and customize it.

Other New Features

  • Randomize Quiz and Tutorial Questions
    Make quizzes and tutorials more robust and deter copying by randomizing question order.
  • Re-Ordering choices and options
    Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.
  • Allow multiple answers in Grid questions
    Make the grid option behave like checkboxes: allow multiple answers per row!
  • Progress bar for Forms, Surveys, and Quizzes
    You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.
  • New button/modal widget
    Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.
  • Field Rules in Tutorials
    Show/Hide any fields in your tutorials based on patrons’ response. Want to show hints when patrons are struggling? You can! Hide tutorial topics that patrons already know about? Check. The possibilities are endless….

Fixes

  • Reports:
    • Usability improvements such as freezing the top row (field name) so it stays visible when working with long reports.
    • Keyword Filtering submissions was reworked to more easily filter through a lot of data.
    • Performance improvements for forms that have a lot of submissions.
    • The Date field now displays in the same format you selected for that field.
    • You can now filter by date and/or submission’ metadata (e.g. IP and referrer) in addition to the usual filters.
  • Concurrent editing check: if you click save for an item that was edited by someone else after you initially opened it, you’ll get an error message instead of overwriting their change.
  • Want to right click a link for a form or report and open it in a new window? Go for it – now you can.
  • Various accessibility fixes.

Upcoming LibWizard Training Sessions:

Check out our recorded sessions!

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LibStaffer

This release we have a couple of fixes and some exciting info to share. First, the fixes!

  • We’ve corrected an issue where manually typing in dates into the date search on the Dashboard for ‘My Upcoming Shifts’ and ‘Open Shifts’ would not return any results.
  • We’ve corrected an issue with Autoscheduler and scheduling a maximum of 2 shifts per day with non back-to-back shifts.

Now the excitement! Although we will not be releasing any major features or functionality for LibStaffer in this release, we’ve been working meticulously behind the scenes to bring you an awesome new feature that involves a lot of back end work. Multi-language selection is coming! The feature converts all of the system generated text in LibStaffer (including the public calendar view and public calendar widget) to the language selected. We will initially support a select few languages, then take requests for additional languages for inclusion in future releases. Your help with creating the translations is always welcome and appreciated!

Upcoming LibStaffer Training Sessions:

Check out our recorded sessions!

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LibAnswers

We’re continuing to chug away at Co-Op related functionality, but have several fixes to share in the meantime:

  • Admin-level users can no longer delete their own accounts – this prevents the situation where an admin is cleaning up site records and inadvertently deletes their own account, which effectively locks you out of the site (oops!). To see this in action head to Admin > Accounts and note how you can’t delete yourself. 🙂
  • In an effort to make it easier to locate the LibAnswers queue question form, we’ve added links on various admin settings pages (including the overall Admin list of queues) to help you locate where the public question form lives. To see this in action, admins can head to Admin > Queues.
  • Previously in Reference Analytics, if you filtered a list of transactions by a search term in the internal note field, and then exported those results, the resulting export was returning all results. We’ve updated this so that now the export will return just the filtered results.
  • When logging into LibChat, the Settings tab is now the default tab you see (vs. the Chat tab). This change relates to upcoming Co-Op related functionality. Review / select what you want to monitor and head on over to the Chat tab!
  • We fixed an issue in the chat widget builder – the {{ domain }} template tag will now work properly in widget builder view. It’s always worked correctly in the live widget itself, this issue only impacted viewing the widget in the widget builder.
  • We’ve fixed an issue where, in some cases, if you had LibChat running on one computer and then signed yourself out and then in again from another computer, you could show as “offline” to internal departments. This has now been fixed, so online/offline toggles should now work as expected.

Upcoming LibAnswers Training Sessions:

We have a bunch of LibAnswers sessions for you this month, including sessions at some different times than our usual! See our whole calendar for the month of August for dates and times. Sessions include:

  • Planning Your LibAnswers Site Workshop
  • Setting Up Queues & Answering Tickets
  • Personal Chat Settings & Views
  • LibChat Setup & Answering Chats
  • Best Practices for FAQs
  • Customizing Your LibChat Widgets
  • …and more!

Also check out our recorded sessions!

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LibCRM

While the list of new features and fixes may be short for this LibCRM release, a lot has happened on the back end to improve the structure of the system. The back end updates mainly relate to overhauling the back end API (not visible to customers), which will help us improve and create fantastic new features and functions in the future.

Projects

No more do you have to create projects from scratch. Instead use the powerful new Project Templates option, which allows you to create and copy templates! Head to Projects > New Project > and check the “Is This a Template?” checkbox to create a new template. Once the template is created, you can then head to Projects > Template Projects to see the full list and edit or delete them. Click the name of the template to add related tasks. When this template is used to create a new project, all of those tasks are copied into the new project – a huge time saver!

Other Updates & Improvements

  • Data Imports now better handle errors and duplicate records.
  • Reports: In this release we focused on Custom Fields Filters in Projects. We made improvements to the date type field and fixed where the system was not removing selected conditions and/or values when a new search is performed.

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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.

Code release: New LibCal, LibGuides, LibWizard, LibStaffer, LibAnswers, and LibCRM Features

It’s finally summer here in the northern hemisphere, and we’re enjoying every second of it! Even with the warmth and sunshine trying to distract us, we stayed focused in order to bring you a whole new round of awesome updates to your Springy products…though we may have taken some frisbee and badminton breaks. 😉

These releases (with the exception of LibAnswers and LibWizard) are on their way to you this week, and will be live in all regions by the end of the day on Friday, June 28. LibAnswers will be released next week, and will be live in all regions by the end of the day on Friday, July 5. LibWizard’s release is delayed; please see that section for more info.

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

LibCal

Billing

We’ve continued work on our billing module to further enhance its power and flexibility.

In Person Payments
  • Send an email or print out a receipt when accepting an in-person payment, so patrons have a record and verification that their payment was received.
  • Override the cost of a booking or registration before accepting an in-person payment.
  • Apply discount codes.
  • Refund an in-person payment.
  • Regular users now have access to accept in-person payments.
Misc. Fixes
  • We’ve corrected an issue where the ‘Booking Payment Details’ modal would not print correctly.
  • We’ve modified equipment charges showing as space booking charges to display as the correct type of charge. Head to Admin > Billing Charges to see the correct status displayed.

Appointments

  • Tired of adding the same directions whenever you add Availability? Well, we’ve got you covered with our new default ‘Directions’ field! Head to Appointments > My Settings and fill out the Directions field in the Appointment Settings area. These default directions can still be overridden when setting up Availability. So you can set up the directions you use most often as your default, but still route people to a different place for certain appointments, if necessary.
  • A new email notification was created to alert an admin user when an appointment of theirs is cancelled by a different admin user in the system.
  • We’ve separated the booking type / duration selection available on the admin side when creating an appointment. The available times are split into those that are supported and not supported for the user (“Other Categories in this System”) based on the group(s) they belong to in the system. However, the non-supported types will still be available for selection. Head to Appointments and then the ‘My Appointments’ tab to see the appointment duration split when creating an appointment.
  • We’ve disabled the drop-down selector on the public appointment booking page if only one time duration is currently available for selection.
  • We’ve added a new email tag to the ‘Confirmation Email to Patron’ template that can be used to include the booking form responses in the appointment confirmation email that gets sent to a patron.  Go to Appointments > My Settings to make use of the new {{{FORM_FIELDS}}} tag.
  • We’ve corrected an issue where the ‘Date’ icon on the admin Home page for upcoming appointments would display the wrong date if the system date was set to the DD/MM/YYYY format.
  • We’ve corrected an issue where emails were not being received by the person who the appointment was scheduled with when a patron canceled.
  • The patron search in the Appointments Booking Explorer now returns results for full name searches.

Events

  • We’ve made further modifications to the search logic in place for both the public page event search and admin side Event Explorer to return more relevant results to the top of the results list.
  • We’ve corrected an issue where recurring events were losing their ‘Location’ if the recurring event series was edited after its creation.
  • We’ve corrected an issue with space booking conflicts where a recurring event series was not displaying the correct location for any instance of the event series where it overlapped with a single day event already booked for the location set for the recurring event series.

Equipment & Spaces

Question/Answer Rules
  • The Equipment and Spaces booking form now supports conditional question and answer logic! Display another question or perhaps just some text based on the response given by the patron for any drop-down or radio button question you add to your booking form. Head to Admin > Equipment & Spaces > Booking Forms to set up your question / answer rules today!

Other Features
  • Building upon last release’s awesome feature that displayed which user cancelled a space booking, the Spaces Booking Explorer now also shows this info if a booking was cancelled from an event. Go to Spaces > Booking Explorer to see who cancelled space bookings through events!
  • The Spaces Booking Explorer’s export now includes the users’ names & dates of cancellations. Head to Spaces > Booking Explorer to make use of exporting these new fields via the ‘Export’ button.
  • There’s a new email alert for when a patron cancels an equipment and/or space booking. Head to Admin > Equipment & Spaces and edit a location. On the ‘General’ tab, there is a new edit text entry field labeled ‘Patron Cancellation Email’, where you can enter the email addresses of who you want to receive these notifications.
  • We’ve added Group Name support to the formAnswers parameter for /space/bookings API endpoint.
  • An .ics calendar file is now attached to all space booking confirmation emails.
  • If you have 2-step verification enabled for a Location (which requires the patron to click a link in their email to verify / confirm the booking), you can now help them out and confirm it on their behalf on the Admin side of the system! Head to Spaces > Availability and find / click the Tentative booking. You’ll see a new “Confirm Booking” button at the bottom of the Booking Details area.
Fixes
  • We’ve corrected an issue with the ‘To Date’ when creating a new daily equipment booking from the API.
  • We’ve corrected an issue on the public equipment booking page: equipment items that come sequentially after one that was set to inactive/broken in the database now properly display.
  • We’ve fixed an issue where checking in a banned user’s item from the overdue tab was still showing the user as banned for having item overdue.
  • We’ve corrected an issue where entering payments information for equipment fines was allowing a value to be entered greater than the value of the fine.
  • If a master item has model info populated, that now displays on the public check out page for child items, too.
  • We’ve corrected an issue where there was an extra empty bullet point in the bookable equipment list view on the public page, at the end of each categories’ equipment listing.
  • We’ve fixed an issue where in a recurring space bookings series, if the last booking was cancelled, the space booking form could not be edited.
  • We’ve corrected an issue where a patron can cancel an equipment booking after the item has been checked out to them via the link in the confirmation email.

Hours

  • If a location has a URL defined, the hyperlink will now display in the corresponding hours widgets.
  • We’ve fixed an issue where, on the day that Daylight Savings Time starts, any closing hours that were set to 2:00am would display as 3:00am for just that day.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Globalized LibGuides Community site

Are you looking for some international LibGuides inspiration? Want to know what the Brits have written about Harry Potter, or what the French have to say about Bastille Day? Now you can! With this code release, we are internationalizing the LibGuides community site. Whether you’re searching for Guides, Institutions, or Librarians, your results will be gathered from all over the globe.

Faster stats reports

Another improvement in this release brings you your statistics—blazingly fast! We’ve redone the back end of LibGuides Homepage, Guides, and Assets statistical reports so that this vast amount of data can be analyzed and brought to you much faster, just in time for fiscal year statistics season! Just head over to any of these statistical reports, and run them to your heart’s (or your admin’s) content: Homepage; Guides; Guides > Assets; Assets > All Assets

Accessibility fixes

We’ve made sure that screen readers can access and read the pop-up guide information available on your system and group homepages.
screenshot

  • We added ARIA text in the pop-up guide information on homepages so that screen readers can access the last updated date and number of views appropriately.
  • We’ve addressed contrast issues with the default colors of the navigation pills on system and group homepages.
  • We added an ARIA label to the search box on system and group homepages.
  • We added a language key for the screen-reader text for the pop-up guide information icon on system and group homepages. It reads “View guide information,” but if you would like to customize it, go to Admin > Look & Feel > Language Options > Customize > Homepage (or Groups). If you would like to add this key in another language, please contact support and include your default translated phrase.
  • We’ve added appropriate landmarks for breadcrumbs so that screen readers encounter these as a navigational element.*
  • We’ve changed the ARIA label for the “Back to Top” element that appears on longer pages, so that these are accessible to screen readers.*

* If you use custom templates, you’ll need to update your templates to see these changes:

For this element: Look for this: And replace it with this:
Breadcrumbs <div id=”s-lib-bc”>         {{breadcrumbs}}
</div>
<nav id=”s-lib-bc” aria-label=”breadcrumb”>{{breadcrumbs}}</nav>
Back to Top <a href=”javascript:void(0);” onclick=”jQuery(‘html, body’).animate({scrollTop: 0}, 750);” title=”Back to Top” aria-label=”Back to Top” aria-hidden=”true”> <a href=”javascript:void(0);” onclick=”jQuery(‘html, body’).animate({scrollTop: 0}, 750);” title=”Back to Top” aria-label=”Back to Top”>

Smaller fixes and features

  • Target the “Email Me” button in profile boxes with CSS.
  • All blog pages (system blog and guide blog pages) will now show the most recent 10 posts. To see the next 10 posts, click “Older Posts” at the bottom of the page.
  • Databases hidden from the public view no longer come up in guide page search results.
  • We removed the ability to set a password for a new account. For security reasons, and to bring LibGuides in line with other Springy apps, all new accounts must use the Reset Password link to receive a link to set their password. If you’re an admin and need to set a password for someone, no problem, just go to LibApps > Admin > Manage Accounts > Edit that account to change it. You can change your own password by clicking on your email address at the top-right of the screen. You must know your current password for this to work.
    screenshot
  • If you have a custom domain, and your domain includes a CAA record, we indicate this in the help text on the Certificates and Domains page. A CAA record can prevent us from obtaining a free Let’s Encrypt certificate for your custom domain. Use this tool to see whether letsencrypt.org is listed in your CAA record. If so—no problem! If not, you’ll need to contact your IT department (if that’s not you) to either get this added, or to purchase custom certificates for your domain.
  • We updated the FAQ link on the Reset Password page.
  • We disabled the Source button in the Rich Text editor for accounts leaving blog comments and discussion board replies.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Update: As excited as we are to get you these awesome new LibWizard features as quickly as possible, we’ve found we need a little extra time to ensure that everything works smoothly with both the LibAuth integration and the Certificate of Completion. These new features and fixes will go out in early August instead. While we regret the delay, we know you’ll appreciate the extra time and care we put into these features once you’re using them!

LibAuth Integration

LibAuth integration is coming soon! If you subscribe to the full version of LibWizard (i.e., you can create Forms, Surveys, Quizzes, and Tutorials in your system), you can put any form, survey, quiz, or tutorial behind a login, allowing only users at your institution to access it. Once a patron is successfully authenticated, their name and email address can also be automatically populated in to fields in your form (etc.).

To use this new feature, first make sure you have a LibAuth configuration for your institution’s authentication system set up in LibApps. (LibAuth Documentation) Once that’s set, go to LibWizard > Admin > System Settings > Advanced > Enable LibAuth Integration. Click the word Disabled to change it to Enabled, then select the configuration(s) you want to use. Click Save. Now you’re ready to use it on forms, surveys, quizzes, and/or tutorials!

While editing an item, go to Quiz Options > Basic Info > Enable LibAuth Authentication and choose the authentication config you want to use from the dropdown. If you’d like to map users’ name and email to fields in the form (etc.), select the fields to map them to in the “Map user info to fields” section just below the LibAuth option.

This is a just the beginning! LibAuth integration opens up a floodgate of potential new and exciting features, like only allowing a user to take a quiz once or allowing users to save a tutorial and continue where they left off at a later time. Make sure you sign up for blog notifications (top right side of the page) so you’re one of the first to know about new integrations!

Don’t subscribe to the full version yet, but interested in finding out more? Check out our guide on the differences between LibWizard and LibWizard Lite, then contact our amazing Sales team for a trial / pricing information!

Certificate of Completion for Quizzes and Tutorials

Create a Certificate of Completion that users can save, print, or email after they have completed a quiz or tutorial! Customize the certificate through the use of tokens, which automatically fill in the appropriate data for that item. Available tokens include the name of the quiz/tutorial, the library name, date, and grade.

Enable Certificates of Completion by checking “Display Certificate of Completion” on the quiz/tutorial’s “Thank You” screen. Once that’s been checked off, you’ll go to the “Certificate of Completion” tab to customize it.

Other Features & Fixes

  • Randomize Quiz and Tutorial Questions
    Make quizzes and tutorials more robust and deter copying by randomizing question order.
  • Re-Ordering choices and options
    Need to change the order of choices in dropdown or checkbox fields? No problem! Just drag options around in whatever order you choose.
  • Allow multiple answers in Grid questions
    Make grid behave like checkboxes: allow multiple answers per row!
  • Progress bar for Forms, Surveys, and Quizzes
    You can now enable the progress bar so users can track how far along they are, just like you can in Tutorials.
  • New button/modal widget
    Want to add your Form, Survey, or Quiz to a webpage, but don’t want to embed it right in the page because it takes up too much space? No problem! Use this new widget to add a button to your page, which pops up a modal window when clicked.
  • Various bug fixes and improvements
    • Reports: Filtering submissions was reworked to more easily filter through a lot of data.
    • Concurrent editing check: if you click save for an item that was edited by someone else after you initially opened it, you’ll get an error message instead of overwriting their change.
    • Want to right click a link for a form or report and open it in a new window? Go for it – now you can.
    • Various accessibility fixes.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Shifts by Position

We’ve taken the power of shift assignments to the next level by allowing for designating positions required to fill a shift. Optimize your scheduling workflow by defining positions and assigning them to both user accounts and shifts. Position assignment considerations are supported in both autoscheduler and manual shift assignments. Head to Admin > Schedule Settings > Name & Info to enable this feature.

Integration of LC Hours

Now you can link the LibCal hours module with LibStaffer schedules! If a schedule is linked to a library or department from the LibCal hours module, when creating shifts, the shift details page will display the opening to closing hours of the library or department the schedule is linked to for help in determining if the shift that is being created or edited will fall outside of the opening and closing hours.

Multi Date Picker for Shift Creation

By popular request we’ve added a multi date picker when creating shifts. This new multi date picker will accommodate scenarios where a recurring shift needs to be set up but there is not a consistent recurrence pattern. Go to Schedules from the Main Menu Navigation Bar and create a shift to use the new multi date picker.

New Shift Claim Period Options

We’ve added three new claim period options for shift claiming (when enabled for a schedule). Set a schedule to allow shift claiming as far out as 8, 12, or 16 weeks. This will provide greater flexibility especially for full semester schedulers. Navigate to Admin > Schedule Settings > Edit a Schedule > Name & Info tab > Shift Claiming section to make use of these new options.

New ‘Clock In By’ Options

We’ve added new options to when users must ‘clock in’ by if the Clock In/Out feature is enabled for a schedule. There are now 3, 6 and 12 hours within a shift options available. Head to Admin > Schedule Settings > Edit a Schedule > Location & Time Clock to check out these options.

Favorite Shifts Report

Hot off the presses we have a brand new report to further enhance the scheduling process. See all shifts staff members have marked as favorites by going to Reports and clicking on the Favorite Shifts tab.

Other Features & Fixes

  • Recurrence details display in shift details modal
    For any recurring shift series, we’ve added the recurrence pattern details to the shift edit details screen.  Open any recurring shift on a schedule to see it.
  • Total number of hours has been added to the Time Clock Report
    We’ve added the total number of hours to the Time Clock report based on the returned results of the report search. Head to Reports and click on the Time Clock tab to see the total number hours display at the top of the returned report results.
  • Shift swap no longer lives in the past
    We’ve corrected an issue where shifts could be potentially swapped with shifts from the past.
  • Claim Type field save issue
    We’ve corrected an issue where the Claim Type drop down would not save correctly when setting if a schedule’s claim type to weekly or a rolling date.
  • Ensure all date pickers follow system date format
    We’ve gone through the entire app to make sure all date pickers follow the system date set on the Admin > System Settings > Name & Info tab.
  • Copy Shifts Outlook sync
    We’ve corrected an issue where the ‘Copy Shifts’ process was not correctly syncing shifts to Outlook.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

As we’re working hard building you awesome new chat cooperative functionality, we’re also making sure that we get you some great small features and fixes in your existing LibAnswers system. Here’s the latest!
(Remember: these changes will be out to all regions starting next week & will be out to everyone by end of day Friday, July 5.)

  • LibChat:
    • If you are marked as Online or Internal and close the operator chat window, you’ll now be asked if you’re sure you want to close it, in order to minimize accidental closing of that window.
    • The Patron Information tab now more clearly shows what browser and operating system the patron is using.
    • We fixed an issue where text copied / pasted from Word was breaking the formatting of chat transcripts and tickets created from chats, due to the excessive underlying HTML that Microsoft products add on the back end for those actions. (Those excessive and unnecessary hidden characters were breaking the character limit.)
  • Tickets: We fixed an issue where tags could not be added to tickets when using any browser on iOS or the desktop version of Safari on a Mac.
  • Queues: Want to reorder the multiple choice options in your Queue’s Question Form without affecting past data? Now you can! Head to Admin > Queues > Edit your Queue > Question Form > Multiple Choice Fields and you’ll see a new “Reorder Options” button.
  • HTTPS: Sites who do not yet have HTTPS enabled / forced for their LibAnswers system will see a message upon login reminding them of the importance of using / forcing HTTPS and linking them to more information / the “force HTTPS” setting in LibApps.

Are you a QuestionPoint subscriber moving to LibAnswers? You’re most welcome to join us for our LibAnswers / LibChat training in July to get a peek at the system! These sessions do not show the cooperative functionality, since we’re in process of building that out, but will give you a look at the existing LibChat functionality and other features of LibAnswers.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

We focused on improving data imports (though didn’t stop there) for this LibCRM update!

  • Data Imports:
    • Now you can bulk update existing Profile records! If you do a data import of Profiles and an email address entered matches one that already exists in the system, the import will update that profile’s information. A super efficient way to update a bunch of Profiles at once!
    • If you have a multi-select field, the import now supports setting multiple options during the import. The options in the field should be separated by commas.
    • We fixed an issue when there are duplicated Emails in a Person Profile in an import file. The Bulk Import Details page will now properly display an error message alerting you to the fact that the email in row x already exists in the spreadsheet.
    • We improved the instructions at the top of the screen for how to do the import. Click the section to expand it and see the steps, or see our FAQ.
  • People and Organization Profile Screens: Both screens now show Record Owners and Co-Owners in the General Information section, and that section is now organized into 2 columns for ease in browsing / saving space on the screen.
  • Multi-Select Fields now have a “Select All” option.
  • Report Fixes:
    • We fixed an issue where Report exports were not correctly outputting all values when a custom multi-select field had multiple values selected.
    • We fixed a custom field display issue where if a Profile type (Organization or Person) is selected, all custom fields for both types were being displayed as filtering options. Now only the custom fields for the related type are shown.
    • When a specific answer option is selected in the filtering options, the results now correctly only display profiles with that option selected vs. all profiles with options that contain the word(s) in the option. For example, if you select Dean as the option to filter on, only profiles with Dean selected will be returned vs. both Dean and Associate Dean.

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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.

LibApps release: New LibCal, LibAuth, LibGuides, LibAnswers, LibInsight, LibWizard, LibStaffer, and LibCRM Features

So far in May we’ve celebrated May the Fourth, Cinco de Mayo, and Mother’s Day (among other awesome days)…and now it’s time to celebrate Springy Release Days! Bask in the shininess of new features and the glory of fixes. Use this celebratory energy to plan your next projects, including implementing these new features / adding them to your workflows and moving to LibWizard v2. Check out the training links at the end of each section for inspiration and guidance!

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, May 17.

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

LibCal

Confirmed Bookings Calendar 

We’re thrilled to bring you this heavily requested feature in LibCal. You can now run a calendar view of all confirmed space bookings for a category and/or location on the admin side of the system. This awesome new feature provides the ability to filter the calendar by spaces within the category/location selected and can be displayed in the ‘Agenda’, ‘Day’, ‘Week’ or ‘Month’ format. Lastly, hover over a booking for information about it, as well as any event details (if the booking is tied to one). Head to Spaces > Confirmed Bookings to try it out!

OAuth2 Integration

It’s here: the long awaited OAuth2 authentication support for syncing Appointments and Space bookings with your Exchange/Outlook calendars/resources! This authentication method is a more secure way to sync than storing Outlook/Exchange passwords, as with the current setup. Check out our documentation to learn how to set this up.

Discount Code Support

Our online billing component is always growing, now with support for discount codes! Create, manage, apply, and track discount codes for events, equipment, and space bookings. Head to Admin > Billing > Coupons/Discount to get started.

Equipment Booking for Events

Ever wanted to book required equipment items during Event creation, rather than booking separately through the Equipment module? Well, now you can do just that! When creating or modifying event details, a new drop-down selection is available to book equipment items for the event.

Other Features & Fixes

  • Cancelled Space Bookings – We’ve added which user cancelled the space booking as well as the date & time they cancelled it (check the calendar icon next to the name) to the Spaces Booking Explorer and Booking Details Modal. (This will only appear for recent and future cancellations.)
  • Public Page Event Search – We’ve made improvements in LibCal’s public search capability: better quality search results with fewer problems. This includes returning to the search results page you were on (vs. the beginning of the search results list) when you click an event link, then use your browser’s back button to return to search results.
  • Appointment Widget Improvements – We’ve improved the appointments widget to make available date/time display more intuitive when there is only one group available for selection / the ‘No Preference’ option. Previously, it was not clear that the single radio button selection still needed to be clicked to view the available dates/times.
  • Spaces Stats Report Fixes:
    • The Time Available value in the Booking Summary for Stats > Spaces will now report correctly when viewing a single space in a category.
    • When ‘All Locations’ is selected in the ‘Location’ field, the ‘Time Available’ amount in the Bookings Summary section will return the correct time value.  Previously it would always return 0 minutes.
  • Improved Equipment Fines Logic – The Equipment fines logic accumulates late return fine amounts so patrons are automatically banned when the total amount of fines is equal to or greater than an amount you specify.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibApps, LibGuides, & LibAuth

Cross-Region Guide Copying

We’re super excited to announce the ability to copy a guide into your system, regardless of what region you’re in. Did you hear about a guide in Canada that you’d like to copy into your system, but you live in Australia? No problem! In LibGuides, go to Content > Create Guide, and search by keyword or URL. The results you see there are now pulled from servers in all regions: Canada, US, Australia, and Europe. We’re a global, guide-copying community again! 🙂

(Note: We are also working on globalizing the LibGuides Community site [library and guide searches] and are aiming to have that out to you this summer. This release is only about the actual process of copying guides from any region using the Create Guide screen within your own system.)

LibGuides Fixes & Features

  • When you set a site-wide IP or LibAuth restriction, your site is automatically set to NOSHARE, meaning no one can copy your guides, and your content does not show in the LibGuides Community site.
  • The Statistics > Guides > ALL MY GUIDES filter now (rightly) shows just that: stats for all guides you created!
  • The Statistics > Assets > single asset > Export All button is back where it ought to be.
  • We fixed an error that was shown if you add a LibWizard item, but your LibWizard system contains no forms or surveys.
  • We fixed an issue where HTML added in the “Best Bets” language label did not display properly on Subject pages.
  • We fixed an issue related to LTI that caused nothing but a blank page to show if your guide contained hidden pages.
  • When you hide a top-level page, its visible sub-pages are no longer italicized (which implied that they were also hidden).
  • Accessibility: We restructured tab names so that they do not use obsolete navigation conventions.

LibAuth Fixes & Features

  • We fixed an issue where configurations weren’t saved properly if you entered a bad metadata URL.
  • We implemented a check for the CQ field for SIP2 connections, because the connection will fail if this field is not turned on in the ILS.

LibApps Fixes

  • We fixed an internal setting that affected prompt processing of newly-requested Let’s Encrypt certificates.

Upcoming LibGuides / LibAuth Training Sessions:

Also check out our recorded sessions!

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LibAnswers

We have some great LibChat updates and several fixes to share with you this month!

LibChat

  • SMS / Twitter / Facebook Alerts in Chat: These new message alerts had been displayed in the Tickets tab since, well, they’re technically tickets. You all made a mighty fine point, however, that these are all near-instantaneous interactions, much like chats. Your users expect faster replies via these channels, and appreciate getting them. Now that these interactions have moved over to the Chats tab, you’ll appreciate the more streamlined workflow!
Previous LibChat Screenshare Launch Text

Before: Operator Launch link is easily missed

New LibChat Screenshare Launch Text with Button

After: Clear Operator Launch button

  • Screensharing Updates:
    • Launch Button More Prominent: We heard you! The Launch button for the operator to start a screensharing session wasn’t in-your-face enough to really notice, which caused some confusion. We’ve turned the link into a larger button and placed it more prominently in the message for operators.
    • Screensharing Alert: If you don’t have screensharing enabled yet…what are you waiting for? 😀 You can use it internally as well as with patrons, which doubles the usefulness of this awesome feature. Not sure if you have it yet? Check your system alerts when you log into LibChat – if you don’t yet have it, you’ll see an message stating it’s not enabled and to contact us if you want to enable it.
  • Sending Messages: Previously, if the other party was disconnected from the chat (accidentally or temporarily through a network blip), you could not send the message you had typed out. Now you can! If the patron has temporarily disconnected, you can still send your message and it will appear if/when the patron reappears in the chat.
  • Chat Fixes:
    • If you did not have a Nickname set in your account settings (click your email address at the top right of the screen to set one), no name appeared in the patron’s chat window…which could be a bit disconcerting. It now correctly displays your account name if you do not have a Nickname set.
    • New Chat Dashboard: Chats that were transferred to a specific user in a department will once again only be claimable by that specific user. No more can other users monitoring the same department claim it out from under you!
    • When looking at the help text for desktop notifications, the “More Help” link was…less than helpful, since it was a broken link! :facepalm: That link is now far more helpful, pointing you to our updated documentation.
    • Old Chat Dashboard: If an operator in one department transferred a chat to an operator in another department, the chat now correctly displays for that other department.

Other Fixes:

  • Ticket Email Notification Fix: If an internal note is sent to a user in the Address Book list and they reply via email, an email notification is properly sent to the ticket owner.
  • Ampersands in Ticket Replies: Ampersands in text and links in replies now properly display simply as & vs. &amp;, which was breaking the links.
  • Ticket Reply Drafts: The word “Draft” is now firmly back in place in the reply header, making it clear to all that the reply in question is indeed a Draft Reply, and has therefore not yet been sent to the patron.
  • Prompting for Ref Analytics Upon Ticket Reply: The option to prompt account holders to fill out Reference Analytics datasets when a reply is sent (vs. the ticket being Closed, specifically) is once again working as it should.
  • FAQ Media Preview: When adding embedded media to an FAQ, the preview of said media will now properly display.
  • FAQ Entries > Create FAQ Button: If you only have one FAQ group in your system and use the Answers > FAQ Entries > Create FAQ button, it now correctly allows you to create a new FAQ.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

We’ve made a bunch of improvements to the E-Resources (COUNTER 5) dataset:

  • If a vendor queues a report when you request one (instead of running it on demand), we’ll fetch the report after a reasonable period of time. We also resolved a couple of other issues related to fetching SUSHI reports.
  • View your most-frequently-used resources by variable (investigations, requests, searches) by doing an Analysis, then going to Journals, Databases, or Books > Top Use.
    screenshot of books top use report
  • We split the main Usage Graph into multiple graphs to make them easier to read. Instead of seeing all variables on a single graph, you’ll see graphs for Investigations, Requests, Searches, and Access Denied.
  • We added a checkbox to show or hide the cost-per-use data when doing an analysis so you can view this information on demand, or hide it for easier reading.
  • We added “Master” to the names of the reports that we fetch, since we fetch master reports and not standard views.
  • When you copy an invoice, any title and cost details added to the invoice will also be copied. This means that you can create one invoice and copy it from year to year, making adjustments as you go.
  • We’ve added code to normalize text pasted into the SUSHI Server URL field. Providers often give you a long and complicated URL as the server address, but all LibInsight needs is the first bits. 🙂 You paste, we’ll figure it out for you.

Custom Dataset Improvements

  • When you upload a file and that file contains an IP address field, that data is saved, rather than your own IP (as the submitter)
  • You now have the option to NOT record the submitter’s IP address when a record is submitted.
  • A new system field lets you track and view (or not) the method of submission: widget, record data screen, API, file upload.
    screenshot of new system fields

Additional fixes and features

  • We’ve added “r4” to distinguish the COUNTER r4 datasets (E-Journals and Databases; eBooks) from the COUNTER r5 dataset (E-Resources).
  • We fixed an issue that was allowing people to accidentally enter zeroes while using the Manual Entry screen for COUNTER r4 datasets.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

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LibWizard v2

We’ve conjured up so many magical new features in this release and hope you’re as excited using them as we have been concocting them! If you’re on the fence about moving to LibWizard v2, check out the features below. There’s no denying that now is the time.

  • The Conditional To option in LibWizard items.Conditional Email Notification – No smoke and mirrors, the most requested feature ever is here! Choose to send an email notification to different addresses based on a user answer to a dropdown, radio button, or checkbox question. Go to Form/Survey/Quiz/Tutorial Options > Submission Behavior > Advanced Email Settings > Conditional To and select Dynamic To Based on User Input. Select the field you want to use and who to email for each answer choice.
  • Pre-Populate Form Fields:
    • Create a custom URL to pre-populate fields with default answers.
    • Map fields to Open URL parameters! You can create a URL to use in your library catalog, which fills in the item’s title, author, ISBN/ISSN, etc., field(s) in your form automatically!
  • Upload Limits on File Size / Extensions
    • Limit the maximum file size a user can upload.
    • Limit the file type(s) users can upload; enter them manually or choose from our presets!
  • Set a Domain Restriction on the Email Field – Want a user to only enter their university email address? Just list the domain(s) you want to allow in the Domain Restrictions field.
  • Rating Field Gets Stars and Sliders – The Rating field has gotten fancier! In addition to the usual radio buttons, you can now choose to display stars or sliders.
    LibWizard's new star rating feature.
  • LibWizard's new Preview, with options to ignore required fields, etc.Preview – We’ve given Previews an upgrade! No more filling out required fields with dummy text just because you need to see the 2nd page of the survey! Now you can choose to ignore required fields, show hidden fields, or jump directly to any page. Plus, a submission from the preview is recorded in its own area separate from ‘live’ submissions, so you don’t even have to delete your test submissions.
  • Text Editor Updates – The rich text editor is now smarter!
    • Text block field which using the Collapsible Box option.Textbox, Welcome, and Thank You Screens – Collapsible Box: Need to add a long definition or instructions, but don’t want it to take up the whole screen? Add it as a Collapsible box! Click the icon to add it, give it a name, then click to expand and add the “hidden” text.
    • All Field Types: Choose font size / color and add images.
  • Submission Review Page – Opt to display a review page to user before they submit their response. This is especially helpful for long/complex forms & surveys! Head to Options > Submission Behavior and check “Display a Review Page” to enable this option.
  • Automatically Number Questions – No more manually adding a number to question text (and having to change it when you add or reorder questions)! Head to Options > Look & Feel and check the Display Field Numbers box (then Save!) to automatically number any field requiring user input (i.e., not the text block, line separator, etc. fields).
  • Custom JavaScript at the Form/Survey/Quiz/Tutorial Level – If you are fluent in JavaScript and want to add a custom script to a Form, Survey, Quiz, or Tutorial, you can! Head to Options > Advanced > Custom JavaScript and add your script (without opening & closing script tags). If you are not familiar with JavaScript, we do not recommend using this option.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Message Wall
The Dashboard/Home page now has a Message Wall – a convenient way for admins to post important messages and announcements! Head to Admin > System Settings > Message Wall Settings to enable this new feature.

Color Code Accounts
You can now associate a color with each LibStaffer account. Once set, the selected color displays before the staff members name on the Schedule view. Head to Admin > Accounts > edit account > Manage Account screen to get colorful!

Reports

  • Swaps & Given Up Summary Report – This new report summarizes by account how many shifts have been given up and swapped over the time range selected. It also provides critical information on how long before a shift was set to start that it was given up / swapped, and categorize total given up / swapped shifts by time of day. This report will only start collecting and reporting on data from its initial release going forward. Head to Reports to check out the new Swaps & Given Up Summary Report.
  • Available Hours – This report gives you a convenient display of Available Hours associated with each account. No more having to go to individual accounts! Click Reports and run the new Available Hours report.

Other Features

  • Monthly Shift Recurrence Options – Now you can create shifts with a monthly recurrence pattern.
  • Workflows – Custom Email Intro – For workflows set to send submission contents to the submitter, you can now add custom intro text for the email.  Go to Admin > Workflow Forms > Edit Workflow Form to add it.
  • Schedule Notes – Have an important announcement for a specific date? Add a Schedule note! Apply it to one, multiple, or all schedules. You’ll find this feature under Admin > Notes.
  • Outlook ‘Free’ Status – If an Outlook event has a status of ‘Free’, that time is also considered free/available in LibStaffer.
  • Admin Alert When Staff Cancels Time Off – Admins can get optional notifications when staff members cancel approved time off. Head to Admin > Accounts > Edit Account > Email & SMS Alerts to enable this notification.
  • Given Up Shift Emails
    • Select which Admin accounts you want to receive these notifications (vs. all admins).
    • Opt to send these emails right away vs. on a digest/hourly schedule.
  • Custom Colors for Shifts – Have you been longing to make one of your shifts the perfect shade of teal? Now you can! Break out of the standard shift colors and use the custom option on the right-hand side to pick your perfect palette.
  • Reuse Shift Names – When creating a new shift, you can easily reuse existing shift names! Start typing the name, then select it from the list of suggested matches.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

Email Notifications and a Dashboard makeover lead the way for this LibCRM update!

  • Notifications: Regular users and Admins ca receive Email Notifications when they are assigned new Profiles, Tasks, or Projects. Turn notifications on or off right from your Dashboard.
  • Dashboard: The LibCRM Dashboard now shows some general system statistics & Springy news:
    • The At A Glance view displays the total number of People, Organizations, Interactions, Projects, and Tasks you have in your LibCRM system.
    • We also added the News & Announcement Boxes to keep you up to date on what’s happening at Springshare and with LibCRM.
  • Reports:  We are continuously improving LibCRM reports.
    • In this release, report output was improved by showing all custom fields in the Display and XL export.
    • Also, when filtering by Profile Type, you can choose what kind of search is done: match any or match all selected profile types.
  • Interactions:
    • Easily record repeating interactions, whether it’s Daily, Weekly, Monthly, or a group of dates you manually select.
    • Associate Interactions with Tasks, using the “Interaction for > Select Tasks” option at the bottom of the page.
    • We also improved auto assignment when a new interaction is created.
  • Data Import:
    • Data Import validates on Email only. The import tool displays any records that already exist in your system by matching on Email.
    • Fixes include:
      • Owner information is correctly imported
      • Select fields show the selection when editing the profile post-import.
  • Other:
    • When adding a new Relationship or Membership, add the Relationship/Membership Type before the Relationship/Membership With, to provide a more logical flow. (Name: Springy Share; Relationship Type: Director; Relationship With: Springy Public Library)
    • Admin > Manage Integrations has more detail about how LibCal and LibAnswers integrations work / how often they’re run.
    • Looking for your System Email? It’s now conveniently located on the Admin > Manage System Email page!
    • We continually review the system for Accessibility and make changes where needed. This release includes accessibility updates for several pages.

Coming Soon!

  • Mass Email: LibCRM will have Email Campaign Management! This allows users to create an email with multiple recipients right within their LibCRM system. Once created, you add recipients from People or Organization profiles, then save the email as a draft or send. An Email Interaction will automatically be created under each recipient profile.
  • [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 2019. We are always here for you if have any suggestions or questions.

    Springshare Is Going To ACRL — And It’s Going to R.O.C.K!

    Do you know what Cleveland really needs to keep up its electrifying rock-star-of-a-city status? An influx of College and Research Librarians — and the people who love them! It’s happening, April 10-13, and Springshare jumped on that bandwagon and is excited to kick things off early with a LibGuides pre-conference workshop to open the show!

    Springshare + Librarians in the CLE = a rousing good time, so come to Booth #639 to check out the killer set we have lined up for you or just say hello and talk to our band while we do our mic checks.

    If you weren’t the radio show’s caller 106 and didn’t win free tickets…that’s ok. We know that like Aerosmith, you…don’t want to miss a thing. We’ve got you covered with Live Streams of some of these outstanding sessions. Just tune in to our Springshare Facebook Page at the scheduled local Cleveland time so you can catch the acts.

    Please Welcome To The Stage…

    Baylor University Libraries — Assessing Research Consultations: Surveying a ‘Captive’ Audience — Ellen Filgo

    • Wednesday, April 10 – 6:00pm to 6:20pm Streaming Live on Facebook

    Baylor University Research and Engagement Librarians ramped up their research consultation program, using LibCal’s appointment scheduler as a convenient way for students to book appointments with the librarians. In 2017, they realized that we had an untapped opportunity for assessing the program, through LibCal’s automatic email system. They inserted a link to a LibWizard survey in that follow-up email with questions about the research consultation. This process was a very easy and low-maintenance way to perform assessment with what is virtually a captive audience.

     

     

    Lehman College — Bloomberg and LibCal: A Match Made in Collaboration Heaven — Michelle Ehrenpreis

    • Thursday, April 11 – 10:00am to 10:20am Streaming Live on Facebook

    Learn how LibCal was used to implement booking the newly installed Bloomberg Terminal in the Leonard Lief Library at Lehman College. Particulars include collaborating with business faculty to understand departmental needs, working with multiple departments to set up protocol, how the setup influences the student as user, harvesting relevant statistics, and future implications for implementation.

    See the relevant guide.

     

     

    University of Nebraska at Omaha — Women in STEM in Higher Education: An ALA Carnegie-Whitney Grant Project — Heidi Blackburn

    • Thursday, April 11 – 12:00pm to 12:20pm Streaming Live on Facebook

    Imagine patrons trying to find sources on STEM-related topics such as biases women face, classroom experiences, learning communities, mentoring or work-life balance for assessment, best practices, or accreditation purposes. This information was not readily available in one location for easy access for reports, press releases, curriculum, grants, or other publications. In 2018, Heidi received an ALA Carnegie-Whitney grant for the creation of an online bibliography that provides easy access for librarians and researchers. With the help of a student research assistant, they created a LibGuide documenting and organizing over 1,100 citations regarding the status of women in STEM in higher education.

     

    The Corning Museum of Glass — From Answer to Experience: LibAnswers FAQs Transformed — Mikki Smith

    • Thursday, April 11 – 1:00pm to 1:20pm Streaming Live on Facebook

    In 2018, the Library’s Public Services Team formalized a plan to re-imagine the pool of several hundred static, redundant, and sometimes out-of-date published FAQs to function as a mobile-friendly, visually appealing introduction to Library and Museum resources. Revised FAQs highlight relevant digital content from across the organization where possible, including blog posts, images, digitized library resources, and videos from our YouTube channel, as well as a small number of print and archival resources in our collections that might be of interest. The library views FAQs as an opportunity to not only to provide high-quality reference service, but also to create a virtual experience for users that inspires them to explore further.

     

    James Madison University — The Gap Between Student and Subject Guide: Findings from Usability Testing — Hillary Ostermiller

    • Thursday, April 11 – 1:30pm to 1:50pm Streaming Live on Facebook

    Four liaison librarians from very different disciplines (including Biology, Business, Media Studies, Social Work, and Writing) conducted a series of usability tests in Spring 2018. They asked participants to complete a series of tasks using James Madison University subject guides, and all screen activity and voices were captured using Morae Recorder. The results were fascinating, enlightening, and immediately useful.

    The research team is currently sharing practical implications from our findings with colleagues via a “Tip of the Week” email.

     

    Marymount University — A Tale of Data: How Our Stats Have Improved 2 Years After Integrating LibGuides Into Our LMS — Bernadette Mirro

    • Thursday, April 11 – 2:00pm to 2:20pm Streaming Live on Facebook

     

    An overview of two years’ worth of data that demonstrates the impact of integrating LibGuides into Canvas, a learning management system, that put the library’s resources at our students’ point of need. The statistics will reflect the impact of LTI integration on LibGuide visits, online reference chat service, streaming media usage, eBook usage and faculty awareness of resources. Learn how changing the way students access your resources can positively impact your library services!

     

    Boise State University & Georgia College — Common Reader Remix: Librarians Leading Innovation — Mary Aagard & Jamie Addy

    • Thursday, April 11 – 2:30pm to 2:50pm Streaming Live on Facebook

    This presentation describes the evolution of two campuses’ common reading programs from single item, book-based reads, to curated lists of essays. The essay selections are accessed via LibGuides and leverage library collections and open resource selections. LibGuides are used to track usage and organize materials that accompany the reading programs.

    Check out the Boise State University Campus Read Program LibGuide

    Check out the Georgia College Common Reading Program LibGuide

     

    Wofford College –Library Memory is for Exhibits, Too — Melissa Clapp

    • Friday, April 12 – 11:00am to 11:20pm Streaming Live on Facebook

     

    Library exhibits too frequently exist only ephemerally. Librarians can use Guides to give exhibits digital, interactive life, and a place in the library’s permanent memory. This presentation shows you how to maximize the effort put into exhibits by complementing the physical with digital space.

    See the Sandor Teszler Library Gallery LibGuide

     

    University of Guelph-Humber — LibWizard Tutorials for Training Student Workers — Sue Hunter

    • Friday, April 12 – 11:30am to 11:50pm Streaming Live on Facebook

     

    At the University of Guelph-Humber student workers, known as Research Support Peers, staff a service desk to assist their peers in the research process. LibWizard tutorials were developed for training aids for these student workers. The tutorials include techniques for searching databases based on specific assignments and information on citation styles.

     

     

    Kennesaw State University — Student-Centered Design: Creating LibGuides Students Actually Use — Amy Gratz BarkerAshley Hoffman

    • Friday, April 12 – 12:30am to 12:50pm Streaming Live on Facebook

    Having trouble creating and maintaining research guides that students actually use? We were! Come learn how we addressed several years of low usage statistics and general dissatisfaction with our guides by creating a new blueprint based on student feedback. Our Research Guides Assessment Task Force conducted a months-long study using card sorting and usability testing methods to uncover students’ understanding of the research process and resources. We will share the results of our study, highlighting what students are really looking for, as well as tips for using these design research methods yourself!

    Check out our Political Science LibGuide

     

    Hobart and William Smith Colleges — Maintaining a Website Isn’t Only for the Coder at Heart — Emily Underwood

    • Friday, April 12 – 1:30am to 1:50pm Streaming Live on Facebook

     

    What do you do when your institution’s systems librarian leaves and you inherit the responsibility for maintaining your library’s website and LibApps products? Run and hide? No! Despite a lack of coding knowledge, not only can you keep the website functioning, but you can also improve it.

    You, too, can use LibGuides CMS to power your website all while learning to code on the fly!

     

     

    Cleveland State University — Recasting Research Guidance: Using a Comprehensive Literature Review to Establish Best Practices for Developing LibGuides — Marsha Miles, Theresa Nawalaniec & Mandi Goodsett

    • Friday, April 12 – 2:00pm to 2:20pm Streaming Live on Facebook

    Many academic librarians create and use LibGuides on a regular basis. As online tools, research guides should follow best practices for user experience, while also serving the needs of researchers on our campuses. Much has been published about LibGuide design in the last decade, and it can be hard to wade through the variety of literature, much of it gray literature. In keeping with evidence-based library and information practice, the researchers conducted an in-depth literature review, developed a set of literature-informed best practices for LibGuide design, and applied them to their own guides.

     

     

    California University of Pennsylvania — Saving Time with Hidden Boxes and Reusable Content — Loring Prest

    • Friday, April 12 – 2:30pm to 2:50pm Streaming Live on Facebook

     

    Learn how I use hidden boxes and reusable links to save time and standardize content on our LibGuides-based library website. These elements help manage the announcements that appear on the home page, display special messages in a top banner box that is enabled when needed, and provide standardized content for reuse by other LibGuide editors.

    Check out the relevant LibGuide

     

    Take In The House Band Sessions

    LibGuides, LibGuides CMS & LibAuth

    Creating LibGuides That Rock

    Embedded Library with LibGuides CMS – LTI

    Access Denied! Using LibAuth to restrict LibGuides CMS

    Adding Dynamic Content to LibGuides with Gallery Boxes

    LibCRM: Our Customer Relationship Management Tool Designed for Libraries

    LibCRM: A CRM for Outreach & Liaison Librarians

    The LibAnswers Platform

    LibAnswers At Your Service

    LibChat: Meet them where they are with Screensharing!

    LibCal

    LibCal: Appointments: Meeting Your Users

    LibCal: Reservation Confirmed: Spaces and Equipment

    LibInsight: Our Big Data Solution

    LibInsight – COUNTER 5

    LibStaffer:

    Hire and Schedule Student Employees in One Product!

     

    Here’s A Real News Feed. Springshare Brings You LibFoods!

    LibFoods Market

    Chew On This! Springshare Is Entering The SSaaS Business.

    We are nourishing more than just your creativity these days and adding another “S” to our SaaS – Savory/Sweet as a Service! This is a natural extension of our value proposition to libraries. Springshare has been dedicated to being your one-stop shop for fresh, affordable solutions designed to help you provide the best possible service for your patrons. So, why are we still letting you stop to shop for food elsewhere?

    No more! Now there’s LibFoods.

    No Food in the Library…Think Again!

    Enjoy an Edgar Allen Poe-boy

    What was the first hurdle we had to jump? The established mindset of “Libraries + Food = No”. Ample (non)-scientific research shows that the best quality work is done when people are never more than 200 feet away from food.

    Now, when you’re hungry you can check out the Library’s LibFoods pop-up store to enjoy librarian-curated, yummy, foods – e.g. a freshly made Edgar Allen Poe-boy followed by a perfectly portioned James and the Giant Peach Cobbler. Or, if you’re looking for something healthier and care about customizations, you can give LibFood’s Salad Makerspace a try. For the adventurer in you, try our Girl With The Dragon Tofu. Meatless Monday? Have the Artichoke Hearts of Darkness. No matter what you’re in the mood for, you’ll find just the thing in the LibFoods on-site store.

    How Does LibFoods Work?

    Springshare designed LibFoods so that it is familiar to you and your patrons via the two ways our clients prefer to acquire sustenance. First, you can customize and set up pop-up locations in your libraries on campus or various public branches. Patrons and staff will walk up to them and find LibGuides built on every section including our Creative Commons Fair Trade Coffee Stand, which serves our electronic signature LibRoast Blend, not to mention our killer Game of Scones baked fresh every morning.

    The pop-up stores have special perks. You can, for instance, use our LibCalorie system to book an appointment with an on-site nutritionist. Meanwhile, LibWizard helps you instantly survey all the LibFoods shoppers to see which fish tacos in our Fresh Catch 22 they enjoyed. Results zip to your mobile phone and also display in monitors in your other linked stores in case someone else is curious. Want to ask LibFoods how many pounds of our Corned Beef in the Rye you need to feed your staff for the next meeting? They have someone dedicated to monitoring their LibChat queue to answer this and any other questions you have.

    What if people are super busy working? Don’t worry, use our Charlotte’s Web browser to have LibFoods order delivered right to your office, study carrell, group study room, dorm or conference space, etc. via our partnership with InstaBookcart.

    LibFoods integrates with your LibInsight system. You’ll find a dataset called LibInside that helps you track what your team devoured and what got left on the conference room table untouched. Generate a report of their delicious selections and order flawlessly!

    We know there’s a lot to be said for furnishing food for thought. But the body celebrates when we provide food that turns into the energy you need…to push in all those chairs and tackle the worst of the paper jams! Your patrons will stay longer at the library, too because they have everything they need to stay fueled.

    To learn more about LibFoods, check out our detailed website. Plus, be sure to read about our Rewards Program — LibFoods Choice, delivering all sorts of excellent benefits.

    >> www.libfoods.tech <<

    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.

    We’re Looking for A Springy Trainer!

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

    Training Specialist

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

    Qualifications:

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

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

    ALA Mid-Winter, Coffees & Books… Springshare is Seattle Bound!

    How excited are we?! Any day of the year, Seattle is a dream destination. It has a lovely skyline, is home to bookstore after bookstore filled with new, used & collectible books gathered in super charming shops. Coffee is at the top of the food pyramid. All that spells, let’s do this. But, add to that — an invasion of Librarians upon the city, January 25-29, and our Springys will wake up extra early to fight you for the window seat!

    While you’re at ALA Mid-Winter, come see us in Booth #1004. Although we won’t be throwing any giant fresh fish at you, you can catch our incredible presentation lineup!

    For those of you who are home minding the library. Stay tuned! We’ll be live streaming some of these amazing sessions. Head over to our Springshare Facebook Page at the scheduled local Seattle time and you’ll be right there with us. You can even ask questions in the comments area. We’ll make sure the speaker sees them so you can get answers.

    Training Tidbits

    LibStaffer Workflows Forms: handle all your job applications, hiring, and scheduling in one tool!

    LibChat: “Let me show you how…” Screensharing in Real Time

    Payment Required: Using the Billing and Payments with LibCal for Events & Spaces

    LibCRM: A CRM for Outreach & Liaison Librarians

    Access Denied! Using LibAuth to restrict LibGuides CMS

    Best Practices for Images in LibGuides

    LibGuides Gallery Boxes

    Guest Presentations

    Troy University – The Library Has That?: Using LibGuides to Promote Library Services.

    • Saturday – 10:00am to 10:15am Streaming Live on Facebook

    The Troy University Librarians provide services to students, staff, and faculty at four Alabama campuses and around the world. LibGuides were used to provide a centralized point of reference to answer recurring questions. Join Elizabeth Dill, Kelly Wilson and Rachel Hooper as they discuss these guides and how they have impacted their librarians and services to their patrons.

    East Central University: Strength-Share: How the Linscheid Library Used Springshare’s Discussion Board for Librarian Team-building

    • Sunday – 10:00am to 10:15am Streaming Live on Facebook

    The librarians at East Central University underwent a project in 2018 to improve employee communication and relationships. Join Patrick Baumann to learn about the project origins and more. Attendees can expect to take away creative ways to use Springshare products to improve their work environment.

    Texas Tech University: Using LibGuides Across Subjects: A Science Librarian Perspective

    • Sunday – 12:30pm to 12:45pm Streaming Live on Facebook

    Jessica Simpson will discuss how she’s customized guides to meet the needs of students across disciplines. Attendees can expect to take away great tips for making their guides more useful.

    Fort Vancouver Regional Library: LibAnswers Queues and FAQs in a Public Library Setting

    • Monday – 11:00am to 11:15am Streaming Live on Facebook

    While LibAnswers can be used to answer patron questions, the sky is really the limit in how you use it to manage patron communication. Learn how Fort Vancouver Regional Library customized queues for Reading Suggestions, Proctoring, and Technology Assistance services, and see how they use FAQs to proactively address trends in patron questions.

     

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

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

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

    Who is moving & will there be down time?

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

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

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

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

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

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

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

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

    HTTPS for All and All for HTTPS!

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

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

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

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

    What We Do / What We’re Going to Do:

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

    What You Can Do Now:

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

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

    Searching for Mixed Content:

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

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

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

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

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