Archive for LibAuth

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. &, 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.
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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 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.

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

    Wow, do we have a ton of end of year updates to share with you – we have new LibAuth, LibGuides, LibCal, LibAnswers, LibInsight, and LibStaffer features to share! This time we’re doing something different with the announcement – rather than spreading out the announcements in multiple blog posts (one per product) we’ll outline them all here, in a single post.

    These releases are on their way to you next week, and will be live in all regions by the end of the day on Wednesday December 19th.

    LibAuth & LibApps

    LibAuth now supports SSO logins via OAuth2 and Sirsi Symphony. If your SSO supports the OAuth2 protocol, or if you have the Sirsi-Dynix Symphony ILS, you can now set up LibAuth configurations that will use these methods. Use LibAuth to authenticate patrons for LibCal Space Bookings, events, LibGuides E-Reserves, or to place your LibGuides site, group of guides, or a single guide behind authentication. LibApps admins can head to LibApps > Admin > LibAuth Authentication to see these two new options.

    In LibApps, if you switch to a custom domain or change an existing custom domain for your LibGuides, LibCal, or LibAnswers site, we will request & install a free Let’s Encrypt security certificate before we put the domain change into effect. This ensures that all traffic to your sites continues to go over HTTPS rather than over the insecure HTTP protocol. If you haven’t yet read our blog post on making all your Springy traffic HTTPS, check it out now.

    We’re also adding two more customizable fields to the Primo Search Source, when you set it up to show Primo results inside your LibGuides & LibAnswers search. The two new customizable fields are for changing the scope and tab name. Head to LibApps > Admin > Search Sources to set this up for Primo.

    LibGuides

    Over in LibGuides, if you have LibGuides CMS and have implemented IP Access Restrictions for your site, group, or guide, you will no longer see results for these IP-protected assets in search results, unless you are inside the required IP range. Your IP-protected guides will only show up in search results for users within valid ranges.

    We also added a feature many of our A-Z Databases admins have asked for: the option to remove a “Trial” label from a trial Database when the trial expires. To set this up, go to Content > A-Z Databases > edit your database, apply the label, add the trial expiration date, and check the box labelled “Hide from public view on trial expiration date.”

    Speaking of A-Z list, we’ve made a small change to the way that A-Z Databases search works with filters on the public A-Z page. Previously, if you filtered the page view to a subject, vendor, or type, and then did a search, these filters conflicted, resulting in incorrect search results. Now, when you search filtered results, you’ll correctly see databases that match your search term AND your filters.

    There are also a bunch of small features and fixes to share:

    • We fixed the A-Z Databases map count, which were incorrect in a few instances.
    • We fixed the rendering of A-Z Database Description popovers in two cases:
      • When you’re using a A-Z page template that contains a custom content box with A-Z databases in it.
      • If you’re using IE11 or on a mobile device.

    LibCal

    We’re happy to announce that LibCal now has an online payments component built right into the system, and it comes with no additional fee – it’s a standard part of your LibCal system.


    Online payments are being added to event registrations and spaces first. Support for payments on equipment bookings will be coming soon (late January/early February). We’re doing a limited online payments release to early adopters, until we polish all the payments features over the next few weeks (the wide release will be later in January). If you’re interested in being an early adopter for online payments in LibCal, let us know! For a sneak peek at how this functionality is integrated within LibCal, check out the December Springy Newsletter feature on LibCal – Way to Pay.

    In addition to online payments, we have several other new features rolling out in this release, including:

    • The new “Next Available” quick link in Spaces and Equipment is now available via the APIs
    • We’ve added a simple honeypot captcha to Event booking forms, to help reduce spammy event registrations. This captcha method doesn’t display to the patron at all, so you won’t see anything different in your registration forms, but spambots will run into hidden fields that are designed to catch them and prevent the form from being submitted.
    • We’ve updated our Spaces Exchange Integration to support displaying Space reservations in Exchange using either the patron’s name, or a nickname they enter as part of the registration form. This is designed to assist folks who are relying on the Exchange integration to tie in with an external room panel. To try out this new setting, head to Admin > Equipment and Spaces > Exchange/Outlook and look for the Title Setting toggle.

    LibAnswers/LibChat

    We’re thrilled to announce that our new screensharing & webinars functionality is here! We went way beyond just basic librarian-to-patron sharing of screen during chat. Patrons and Librarians can also request control of each others’ screens, do an audio chat, start an optional webcam share for a face to face chat, annotate the screen to help guide your users in the right direction, save and send screenshots… and that’s just the basics. Also, why stop with two people – have a screensharing/webinar session with 3, 4, 5 or more people – the more the merrier! It’s all there, in LibChat.

    • Supported Across All Browsers – Whether you or the patron are using Chrome, Firefox, Safari, or some other browser… our screensharing works across all browsers.
    • Supported Across Multiple Operating Systems – From Windows to Mac OS, from Ubuntu to Mint… we’ve got you covered.
    • Works on Tablets & Mobile Devices – From Surface Pro 2 (running Win 8.1 / Win 10) to iOS/Andriod devices and even on Slaven’s beloved Blackberry (yes, we went there!)… you can screenshare with users on multiple device types.
    • Audio & Video Options – You and the patron have the option to turn on your mics and webcams to enhance the screensharing experience.
    • Screen Annotation – Annotate screens, draw attention to certain elements, type up notes, and then save the screenshot and send to the patron.
    • Multi-Person Webinars or Virtual Staff Meetings – Screenshare as a group for internal meetings, staff webinars, etc. Why should only two people have all the fun?
    • Distance Education Support – With our screensharing and webinars, your library can better support distance ed programs at your institution.
    • Saved Recordings – Optionally, save your screenshare session and share it with relevant parties.

    Screensharing is an optional module but it’s included free to all our Suite customers. Non Suite users can join in the fun too for $199 for this module – we worked hard to bring enterprise-class screensharing & webinars solution that costs thousands to every library that needs it, for less than a daily cup of joe at the local deli. That’s what we’re all about – delivering outstanding value to our libraries that we’re privileged to serve and work with.

    Based on the amount of emails and inquiries we received since we told you about our screensharing plans, we know that you will want this installed, like, yesterday. But in order to ensure the stability of the infrastructure the rollout will be gradual, over the next couple of months. If you want to be an early adopter please let us know you’re interested and we’ll go from there.

    In addition to screensharing, we have a couple of additional updates to share:

    • New Chat Status: Internal – With all of the screensharing excitement around the potential for internal staff meetings and support, we realized that our existing availability options in LibChat needed some tweaks. Thus as of this release there are now 3 presence/status settings for LibChat:
      • Online – You’re available to answer all public and internal chats
      • Internal – You’re offline as far as public chat departments are concerned, but online and available for internal chat departments and 1:1 operator chats
      • Offline – You’re entirely offline and unavailable to chat
    • Department Monitoring Update – We’ve updated the way we display information on who is publicly monitoring chats for each LibChat department. Previously we were displaying availability for each user in each department based on their overall online/offline status. Now, we’ll display this information based on whether the user is specifically publicly monitoring/not monitoring each individual chat department. To see this in action, head to the LibChat dashboard > Select a Department > Click Department Members.

    LibInsight

    We are working on integration of COUNTER Release 5 datasets into LibInsight, which we expect to be available before the end of March 2019. Meanwhile, we have a slew of small fixes for you:

    • We fixed field editing bug in circulation datasets
    • We fixed the error message displayed if you do not specify a “# of transactions” field in an Aggregate Circulation dataset
    • We fixed Dashboard charts for LibCal, LibAnswers, and LibGuides datasets
    • We’ve made it possible for you to choose whether to require “Required” fields when uploading a file to a custom dataset
    • We fixed a broken export button in the Circulation and Acquisitions Datasets Analysis “Popular” tab
    • We fixed the “Reset” button on widgets, which was not getting appropriate keyboard focus

    LibStaffer

    We’ve been working hard to bring you some special gifts this holiday season including awesome new features like copying shifts, SMS alert notifications, Geofencing and OAuth authentication for Outlook/Exchange calendar syncing.

    • Copy Shifts – By popular demand, you now have the ability to copy shifts and their assignments to the same or different calendar.  Open any schedule, select the settings icon drop down and select Copy Shifts access this feature.
    • SMS Alert Notifications – SMS alert notifications are here!  Select which LibStaffer alerts to receive through SMS text messages or email (or both).  Head to Admin > Accounts > Edit > Email & SMS Alerts to check out this new feature.
    • Geofencing – We’ve developed a way to put a distance restriction on where staff members can either clock in or clock out within a specified radius from a schedules physical geographic location.  Check out this new feature to set your geofence restrictions and schedule locations latitude/longitude by going to Admin > Schedule Settings > Edit Settings > Location & Time Clock.
    • OAuth Authentication for Outlook/Exchange Sync – A brand new way of syncing to Outlook/Exchange, using OAuth tokens instead of having to enter and update login passwords.  This new way is more secure than storing of Outlook/Exchange passwords.  Head to Admin > Accounts > Edit Account > Outlook/Exchange.
    • Workflow Submissions Explorer Recipient Filter – We’ve improved the workflow forms submission explorer to include a notification recipient filter.  You will now be able to use this filter to see only relevant form submissions that included a specific notification recipient.  To run the explorer with this new filter head to Forms > Submissions Explorer.
    • Max Hours per Day – The ability to set the maximum number of hours a day a staff member can work across all schedules in one day.  Manual shift assignments and the auto scheduler will take this new value into account when checking availability when scheduling staff members.  To set a staff members max hours per day that they can work, go to Admin > Accounts > Edit > Manage Account.
    • Custom Week Start Date – Beyond Sunday and Monday, we’ve now brought you the ability to set the ‘Week starts’ date to any day of the week.  The proper support has also been added for manually assigning staff and running the auto scheduler to determine availability.  Go to Admin > System Settings to set your ‘Week starts’ value to any day of the week.
    • Multi View Start Date – We’ve modified the multi schedule view display where if all the calendars selected for the multi view have the same week start date, the calendar view will start on that same day of the week.  To view this change, go to Schedules > Multi-Schedule View Only and select calendars that all have the same week start date.
    • Shift Swaps with Outlook/Exchange sync – We’ve improved the shift swap sync process for Outlook/Exchange where after a shift is successfully swapped between two staff members, the shift that each staff member was assigned to prior to the swap will be removed from the Outlook/Exchange calendars.
    • Consistent first and last name display – We’ve gone through all of LibStaffer and anywhere an account name appears it will display as First Name Last Name sorted by Last Name.

     

    Many of the new features and functionality in Springshare tools came as a direct result of you, our customers, sending us your ideas, suggestions, pain points, constructive criticism, and kudos. We can’t thank you enough, and we promise so much more good stuff coming your way in 2019 – new features, enhanced functionality, new products… all with one singular purpose – to make your library workflows better and for you to continue impressing your customers and making them love and appreciate their library and their librarians even more. Thank you for your amazing suggestions and ideas in 2018, and here’s to a lot more goodies in 2019 and beyond. As always we’re here for you if any questions pop up.

    LibGuides and LibApps Updates Coming Your Way!

    LibGuides Update

    We have some great updates coming by the end of this week to LibGuides, LibApps, and LibAuth to go with the official changing of the seasons. Happy fall to our fellow Northern Hemisphere denizens, and Happy Spring to our customers on the other side of the world!

    To kick us off, we’re pleased to announce that you can now Export All Rows for LibGuides Homepage and Guides statistical reports. So many have requested this that I’m sure there will be fireworks and bonfires in celebration. 🙂  To export your results, just run a report from Statistics > Homepage or Statistics > Guides, then click the Export All button. No more paging through results! Just download and slice and dice to your heart’s content.

    Also new in LibGuides:

    If the database that you’re adding to a guide is hidden, you’ll see text indicating that:
    screenshot

    Ability to edit the friendly URL of a blog post! Note that guide blogs must have friendly URLs assigned at the guide and page level for this feature to appear:
    screenshot of the post edit screen

    Ability to add Primo as a search source for LibGuides. Now you can add search results from your Primo system as a tab or Bento box in your LibGuides system. This will be available from LibAnswers search in a future release.
    screenshot

    We try to do at least one accessibility fix each LibGuides release, and this one is no exception: If your databases’ descriptions are set to “hover over title” or “hover over (i) icon,” those pop-over descriptions aren’t read aloud when databases appear on a guide. Thanks for letting us know, Ken! We’ve fixed that in your honor. ❤️

    We also have a swarm of little fixes to report:

    • AZ Import > vendors are added and updated properly.
    • AZ.php > the correct container class is applied when you use a custom footer.
    • Accounts > Email options > Help ID has been corrected.
    • Names now appear underneath profile boxes on the A-Z and Subject pages.
    • XML exports sent to Summon now use the correct “last updated” date for guides.
    • Accounts > Add > Contributor level is no longer grayed out.
    • The Guides list filters properly when you have an apostrophe in a group name.
    • We corrected an issue with password-protected reserves documents and the www version of a domain.
    • Discussion Boards: Regular level accounts can invite patron accounts from the guide edit page.
    • Guide edit > add editor > we fixed the ability to create a new Editor account from here.
    • Custom metadata has been added to guides rendered via widgets (and therefore to LTI).

    We have also done a ton of performance and optimization fixes all across the codebase, so you’ll see things like the Assets data table perform better.

    Also don’t miss this month’s Brunch ‘n’ Learn: “LibGuides Lab Work-In: Hands-On Help for Your Staff.” Check out this and other LibGuides training sessions live, or watch recorded videos.

    LibApps

    We have made a couple of improvements to LibApps as well. Now when you export all your LTI instances, the Content column just has the name of the matches content rather than the HTML link.

    We also made it so that if you request that we remove your custom SSL certificate so that you can start using Let’s Encrypt (free!), there’s no gap in HTTPS coverage.

    LibAuth

    Over in LibAuth, we now support the Location attribute for SIP2 Connections, updated Federation metadata to use SHA256, and fixed an issue where the General pane of the LDAP configuration screen was not saved when you edited the login form tab.

    New LibAuth US Hardware Coming Your Way!

    Update image

    Just a quick post to let you know that on Wednesday, July 18, at 11:00 a.m. Eastern time, we will be moving the US LibAuth server to new hardware. We’ve chosen this time because it seems to be the slowest time for all our US and Australian customers using this server. There will be up to 5 minutes of downtime while we make this change, which means that logging in via LibAuth for US customers may be unavailable during this time. No other application or function will be affected. The IP address of the server will NOT change, so if your use of LibAuth relies on letting a certain IP address through the firewall, you can rest assured; that will still work.

    Brand New Season, Brand New LibGuides Features

    We are excited to bring you some big new LibGuides features by the end of this week, just in time for Spring (or Fall, depending on where you are!), including the ability to put your entire site behind your Single Sign-On system with LibAuth authentication, search-and-replace for E-Reserves Items, and a bevy of other fixes.

    Read on!

    screenshot

    Full SSO for Your Guides with LibAuth

    Coming this week is the ability to place more public LibGuides pages behind your SSO with LibAuth, whether it’s a single guide, a restricted group of guides (LibGuides CMS only) or your entiresite. We’ve got you covered whether you are required to hide your entire site from the open web, would like to provide access to a group of guides to your campus, or make a single guide available just to one constituent group.

    You can set up a LibAuth connection using any of the supported configurations: SAML/Shibboleth/ADFS, CAS, LDAP, SIP2, your own hosted script, or either the InCommon or UK Federation. Securing a guide, group, or site is done in two steps:

    • Set up and test your LibAuth configuration in LibApps at Admin > LibAuth Authentication
    • Set up the desired restriction in LibGuides at Admin > System Settings > Access Restrictions > LibAuth Authentication Rules

    Let’s Encrypt Automation

    We’ve written a lot lately about site security, and this post is no exception. Coming this week is automation for the installation of Let’s Encrypt certificates for LibCal and LibAnswers sites. Need a secure site but can’t really shell out for a custom security certificate? We got you! Just change your custom domain’s DNS to point to the correct secure endpoint, and we’ll do the rest.

    For more in depth information about Let’s Encrypt, read this blog post.

    Filters for Non-Database Assets

    We’ve updated the Assets page with new filters so that you can search your growing repository with ease! Search not only by type, but owner, subject, URL, and even for code contained in your Media/Widget content. Want to know how many YouTube widgets you have? No problem! Want to see the vast array of Animal Husbandry resources you have? A cinch! Just go to Content > Assets and search to your heart’s content.

    screenshot

    Profile Box: Random Settings!

    Are you one of those folks that used the rotating box code to show off a selection of your guide owners in LibGuides v1? Well now you can do that in LibGuides v2! After adding a profile box to your guide, you can set it to display a random profile each time the page is loaded. You’ll see two options: one will display a random profile selected from all profiles in your system, Admins, Regular, Editors, and Contributors; the other will choose only from profiles that own published guides.

    screenshot

    E-Reserves Items Search & Replace

    We have added E-Reserves items to the Search & Replace tool. If you’ve discovered that a title was recorded incorrectly and you’ve re-used the item in every. single. English. course. for the semester, you can save a slew of clicks by using S&R.

    It works like the other S&R tools: you can search for E-Reserve item name, description, URL, and the fields that are particular to the various E-Reserves Item types, like Article Title and DOI. Head over to Tools > Search & Replace to get started.

    screenshot

    Smaller Features and Fixes

    We are also including a bunch of smaller features and fixes that we’re sure you’ll love!

    • Gallery boxes added as custom boxes to E-Reserves course pages display properly.
    • If you uncheck “use this image in my guide” while uploading a new image to Image Manager, the Upload New Image button persists after upload.
    • The mSite builder “site visited” cookie is now 2 minutes instead of 2 hours.
    • We fixed the ability to add an IP restriction from inside a guide as well as from Group settings.
    • We added missing content types to the Add Content Item dialog on the Content > Assets page.
    • Editor account levels are now able to delete rich text content items on guides they edit.
    • In Tools > Data Exports > XML, the Download icon is not available until the file is ready to be downloaded.
    • Links to guides submitted via publishing workflow are no longer relative.
    • An error in the search sources was fixed, allowing EBSCO Discovery Service contents to be retrieved.
    • We removed the outdated “scheme” attribute from meta tags.
    • We changed the way that guide titles sort, so that whole and decimal numbers are sorted properly.
    • We added the URL to the export for non-database assets.
    • We changed the text for the unsubscribe links in blog post emails to be more accessible.

    Some Impending LibGuides Updates to Warm your January!

    We’ve been kindling the fires of Midwinter (will we see you there??) up here at Springy HQ by coding up some great winter features you can use to spruce up your LibGuides. Just for funsies, we’re throwing in an update to LibAuth configurations, too. 🙂 These features will be live in all regions within a few days. Check ‘em out:

    LibAuth supports uploading authorized values

    Screenshot

    Click to Enlarge

    If you use LibAuth groups, you now have a couple of ways to automate the population of the Allowed Values field for your group attributes. Head over to LibApps > Admin > LibAuth Authentication and click the edit button for your LibAuth configuration. You can either upload a CSV file containing your Allowed Values, or you can specify a URL from which we can fetch the Allowed Values, which we’ll do nightly. What does this feature do for you? You might have a group of rooms in LibCal that are only bookable by current students from a certain college, or by patrons who meet certain requirements. Use this field to let LibAuth know which people are allowed to book.

    Additional customizable language keys

    All of the below have been added to Admin > Look & Feel > Language Options > Language Customization. Don’t see one of these for your language? Kindly shoot us an email, and we’ll add it for you. Please include a translated phrase in your language that is as close to the English original as is possible. You can customize it further in your system if desired.

    Interested in contributing translations for the public side of LibGuides in a language that’s not currently available? We’d love your help!

    • Screenshot of the AZ list

      Click to enlarge

      Key 373 is the phrase “Alt. Names/Keywords” that is used for that field in your A-Z Databases list. When you change this key, the changes will be visible on the public and admin side, for consistency.

    • Key 375 is the label “Popular” that appears next to Database assets that you’ve designated as such.
    • Key 387 is the text of the tooltip that appears when you hover over the website/blog icon in a profile box.
    • Key 376 is the word “for” in Database search results.
    • Key 275 is the word “All” that appears at the beginning of the alphabetical browse listing on your A-Z Databases page.
    • Key 123 is the phrase “Last updated” that appears when you hover over a guide’s last updated date on your system homepage.
    • Key 380 is the button text that appears next to the guide sort options on your system homepage guides list.
    • Keys 362 and 365 pertain to the Courses tab on Subject pages and apply only if you have the E-Reserves module.
    • Keys 100, 376, and 322 pertain to information shown on system search results screens in Bento Box format.
    • E-Reserves item modals now correctly display your customized language when you view an individual e-reserves item.

    API response changes (LibGuides CMS only)

    We’ve made some small changes to the v1.2 API used for creating and updating database assets. If you’re using these API calls, you’ll now be warned if it contains errors. If your API call is successful, we’ll let you know which fields were updated. For more information, please see the documentation for each API call in LibGuides > Tools > API > v1.2. Here is a sample successful call showing all the fields that were updated. Please note that GET requests for A-Z assets were not changed.

    Screenshot of API response

    E-Reserves updates!

    • When you have item search turned on, “Documents” becomes the default tab.
    • When you do a search but then click to another section of E-Reserves, your search terms are cleared, and you are presented with the entire list of available items.
    • When an item appears in more than one course, its name is spelled out in search results, rather than the phrase “View Item.”
    • In E-Reserves > Settings, you can specify whether the proxy setting is on when creating new items.
    • When adding a new E-Reserves item, required fields are marked with a red asterisk.

    Other small updates

    • Email notifications sent to subscribers of your blogs will contain the blog name in the subject line.
    • We replaced the orange “loading dots” with ones that move at an accessible refresh rate.
    • If your custom SSL certificate is expiring in under 60 days, we will email you. We will email you again 7 days before it expires, if you have not renewed it. Please note that this email is sent to the person who uploaded the certificate files.

    Things we fixed

    • Sites with guide titles using CJK characters display correctly when displayed in an LMS via the LTI tool.
    • Regular-level users can edit database assets that they own.
    • You can add a book to a blog post by just pasting its ISBN into the Add Book dialog.
    • When you check “Show entire post” for a blog widget, the “Show Images” checkbox works properly.
    • When you add a Database asset to a guide, the Description Display preference is preserved, unless you choose a different option.
    • When you go to a specific page in our support site and log in, you’re taken to the proper page instead of the support site home page.
    • We optimized the query behind the LTI Instances page; it’s super, super fast!
    • We fixed the “Filter by Owner” menu on the A-Z list so that it includes everyone.
    • The number of profiles listed on the profiles page matches the number of profiles displayed.

    LibGuides Accessibility Updates, AZ Page Stats, HTTPS Certificates and more!

    Accessibility fixes

    This week at Springy HQ we are pleased to bring you the following accessibility fixes. Our first pass of fixes in the last few months focused on “errors” on all public pages; this pass hits the E-Reserves module as well as many things classified as “alerts”—things that could technically adhere to guidelines but needed examining. See something else we need to consider? Let us know! Click the Support tab on any admin-side LibGuides page to send us a ticket.
    Please include:
    • Name of the accessibility tool you’re using
    • Description of the issue, including any code snippets that trigger the alert
    • Screenshot of the accessibility tool’s overlay highlighting the issue, if possible
    • URL of the page (included automatically if you use the Support form)
    To ensure that content that you add keeps your guides accessible, please see our help guide on LibGuides and Accessibility accessible as well as the upcoming training session on the topic.
    E-Reserves fixes
    • We rebuilt the E-Reserves request form using plain HTML & Bootstrap select menus, eliminating several issues with keyboard and screenreader navigation.
    • We eliminated a few errors and alerts on the main E-Reserves listing page and on course pages.
    • We changed the H4 element used to mark up the number of courses shown to an H2 to maintain proper page outline.
    Public Pages fixes
    • We’ve replaced the select menus on the Subject and Profiles by Subject pages with simpler HTML that eliminates several alerts and errors.
    • We changed an H4 tag on the Subjects page to H2 in order to maintain proper outline order.
    • We added a missing ARIA label on the system homepage and changed the Sort control to a <div> rather than a <form> tag.
    • We removed a hidden field that was triggering a “redundant ALT text” alert.
    • We wrapped the profile image and name together in a single link tag to eliminate the “redundant link” alerts.
    Gallery boxes
    • We incorporated an updated version of the component used in Gallery boxes as it contained several accessibility updates.
    • We changed the slide title field to H3 since the box title is H2, to maintain proper outline order.
    A few changes might require the updating of your system’s CSS and custom templates, but only if you make extensive use of CSS and custom templates. Most folks won’t have to worry about these! Here are the gritty details, should you need them:

    CSS Changes:

    System & Group Home Pages
    WAS:
    The element around the “Display” area, which allows you to control the order in which guide lists are displayed should not have been a <form> element.
    NOW:
    It is now a <div> element, so any customizations targeting the form element should be updated to use <div> instead.
    Gallery Boxes
    WAS:
    Slide titles were <h4> elements.
    NOW:
    This is now an <h3>, following proper sequential numbering of heading tags on the page.
    E-Reserves – er.php
    WAS:
    “Search for Courses” label next to the search box was a <span> element.
    NOW:
    This is now correctly in a <label>. Heading above the list of courses, subjects, etc., was an <h4> element. This is now an <h2>, following proper sequential numbering of heading tags on the page.
    E-Reserves Request Form – er_request.php
    WAS:
    We had been using a component for some of the select options on the page that we determined was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “select2”.
    NOW:
    We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “select2” are removed. These include: select2-drop, select2-display-none, select2-with-searchbox, select2-drop-active, select2-offscreen, select2-input, etc.
    Password-Protected Pages – Groups, Guides, Courses
    WAS:
    The message prompting users to enter the password (above the text box) was not in a <label>.
    NOW:
    That text correctly has a <label>, as it is associated with the password input below. Any CSS changes should target the <label> element.
    Profile Landing Page – prf.php
    WAS:
    “By Subject” dropdown was using a component that we found was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “chosen”.
    NOW:
    We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “chosen” are removed. These include: chosen-select, chosen-container chosen-container-single, chosen-default, chosen-single, etc.
    Profile names are not linked, so style changes could be made using:
    div.s-lib-profile-nameProfile names are now linked to their profile (in addition to the picture being linked), so any style changes to the profile name must be adjusted to include the anchor tag:
    div.s-lib-profile-name a
    Subjects Pages: sb.php and individual subject pages
    WAS:
    Subject dropdown selection was using a component that we found was not accessible to screen readers / keyboard navigation. It had its own set of classes, which all started with “chosen”.
    NOW:
    We’re using simple HTML styled by Bootstrap’s default classes. All classes starting with “chosen” are removed. These include: chosen-select, chosen-container chosen-container-single, chosen-default, chosen-single, etc.  Headings above the list of guides, databases, etc., (“Showing x guides”, etc.) were <h4> elements. This is now an <h2>, following proper sequential numbering of heading tags on the page.

    Template Changes:

    Both the Profile and Subject pages now have ARIA labels for the <section> tags. If you are using the default templates, you do not need to make any changes to implement this update. Default templates automatically update.

    If you have customized these templates, however, you will need to update your template to include the accessibility update, as outlined below.

    Right now, each of these is coded as simply <section>. Now they are coded as follows. You can update customized templates to reflect these changes at any time.

    Profiles Templates:

    Main Landing Page – prf.php:

    <section aria-label=”List of Profiles”>

    Individual Profile Page – prf.php?account_id=x
    <section aria-label=”Profile Content”>

    Subjects Templates:

    Search Bar:
    <section aria-label=”Subject Search Bar”>Content area below Search Bar:
    <section aria-label=”Content by Subject”>

    Manage Your Domains!

    New in LibApps is the ability to view and manage your systems’ domains, including the ability to add and change custom domains and upload a custom HTTPS certificate for LibGuides. Need a certificate installed for your LibCal or LibAnswers system? No sweat! Please email us at support@springshare.com or open a ticket by clicking the Support tab from the admin side of your product. We’ll get you set up right away, and the ability to manage these certificates on your own will be coming soon.
    So what can you do on the new Manage Domains page? Go to LibApps > Admin > Manage Domains to:
    • View the domains for all your Springy apps
    • Add or change a Custom Domain Mapping for your LibAnswers, LibCal, or LibGuides site(s)
    • Create a Certificate Signing Request in order to request a custom HTTPS certificate for your LibGuides site with a custom domain
    • Manage the current HTTPS certificate for your LibGuides site with a custom domain
    Also see our help guide on the topic.

    Databases Page Stats

    We’re pleased to add a long-awaited addition to your statistics interface: A-Z Databases Page hits. These stats show how many hits are made daily or monthly to your AZ list. From August 16, they also show the referring URLs, when that data exists.
    Screenshot: the A to Z databases page stats include a graph and data table of hits to az.php

    Other Fixes and Features

    This release also included:
    • LibAuth:
      • The ability to specify a custom port for SIP2 and LDAP LibAuth configurations.
      • Automatic updating of LibAuth certification fingerprints and IdP configurations.
      • Now when you view an E-Reserves Course’s settings, you’ll see the name of the default LibAuth configuration, if one exists.
    • Resumption of the ability for customers to enter translation files for us. Interested? Please get in touch!
    • Ability to limit AZ Holdings Analysis to library type and location.

    Just out: Authenticate to view LibGuides E-Reserves with LibAuth

    We have some cool updates to LibAuth-related functionality to share with you today! Need to limit E-Reserves viewing to students and faculty? Limit a LibCal room to just faculty bookings? You totally can, with LibAuth Groups. Please note: currently SAML, Shibboleth / ADFS and CAS are the only authorization protocols that support groups; if you do not see the Group Permissions, then your selected protocol does not support Groups.

    More about the existing LibCal functionality in a minute; what we’re really excited about is that you can now enable LibAuth authentication with LibGuides E-Reserves. You can specify which LibAuth profile to use at the system level or at the course level; both make use of Group Permissions.

    To designate a LibAuth profile that governs access to all public E-Reserves content, go to Content > E-Reserves > Settings > Authentication.

    Screenshot of LibGuides E-Reserves Settings with Authentication accordion expanded

    To specify a profile to provide public access to the contents of an individual course, look for the Enable LibAuth Authentication menu in the course’s settings. You can choose the System Default profile, no profile, or a different profile.

    Screenshot of E-Reserves Course Settings

    LibAuth authentication for E-Reserves only grants access to public pages. Access to manage E-Reserves happens through LibApps accounts and not by virtue of assigning a LibAuth profile in E-Reserves settings. Want to enable LibApps login with LibAuth? You can! Edit your LibAuth profile and enable LibApps authentication, near the bottom of the screen.

    To give permission to an authentication group to a group of rooms in LibCal, go to the settings page of the group of rooms and choose the appropriate option from Enable LibAuth Authentication.

    LibCal Room Group settings: Study Rooms

    If you use LibCal spaces, to go Admin > Spaces & Equipment > Manage Location > Edit > General > Enable LibAuth Authentication.

    Screenshot of LibCal Spaces Settings

    To enable LibAuth authentication for a calendar, go to Calendars > click the calendar name > Settings > Calendar Settings > Enable LibAuth Authentication.

    screenshot of LibCal Calendar settings

    Note as with the above configuration: if you choose a protocol that supports groups but do not have groups defined in LibAuth, the additional drop-down to choose a group will not appear.

    You can also enable LibAuth authentication for My Scheduler by going to My Scheduler > Appointment Scheduler Settings > Enable LibAuth Authentication.

    Need help setting up LibAuth? See our help documentation for more information.

    We also squashed a few bugs and put out a few smaller features with this LibGuides code release, namely:

    • Access to v1 statistics
    • EU customer access to the Support site
    • When you clicked on a guide tag, search results weren’t limited to that tag
    • Re-enabled language options

    Exciting LTI and LibAuth Updates, and Some LibGuides Fixes, Too

    The year may be winding down, but here at Springshare we’re still moving full steam ahead! This latest release provides some great new features for LTI and LibAuth, and some key LibGuides fixes to boot. Let’s get started with the LTI updates…

    LTI Updates

    Just in time for spring semester planning/course building, we’re rolling out a few updates to LTI that make it easier to set up and provide more options for Automagic display behavior! Everyone does things just a little differently, so we’ve been tweaking and tweaking over time (thanks to your feedback!) to provide as much flexibility with setup as possible, while still using the same overall code for everyone. (We’d particularly like to thank Linda, Chris, and Amanda at Penn State for their invaluable feedback, which resulted in many of the improvements in this update! 🙂 )

    Quick reminder:

    • Who can use LTI?
      LibGuides CMS customers; LibGuides customers who subscribe to the E-Reserves module (for E-Reserves content only)
    • Where would I add this tool?
      So far, this is mainly used by Learning Management (LMS) / courseware systems, like Blackboard, Canvas, Desire2Learn, Moodle, and Sakai…though it can be used in any software that supports the LTI framework.

    Metadata Importing / Updating

    Show of hands…how many of you have been holding off on implementing LTI Automagic because you had to manually add metadata to each guide, course, and/or subject you wanted to pull into your course site? Mmmm hmmm…that’s what we thought. Well, wait no more! And for those of you who have done it already and need to add/update items, rejoice! Metadata importing & updating is here!

    Import Metadata

    • Just download the import template, fill it in, and upload to add metadata to guides, courses, and subjects simultaneously. Awesome, right?
    • Even better? Either keep that file handy or do an export of all metadata (use the Template export option) and use that file to update your metadata using that same import function!
    • Head to LibGuides > Admin > Metadata & URLs (previously Subjects, Tags & URLs) to review metadata currently in your system and run your import!

    Automagic Matching & Display

    Over the past year & a half of LibApps LTI availability, we’ve expanded what you can do with the Manual and Automagic tools greatly, thanks to your feedback. We realized the Automagic content matching options are no longer relevant…matching happens largely in the same way for all 3 original options – it was only the display options that differed. So we made some adjustments to the Setup Options area to reflect the display options instead. We also added a second “failover guide” option!

    Content Display BehaviorFor matching, if a single guide or course matches (only one, not one of each), the tool automatically displays that one item. Otherwise, the Library LTI page displays, with all matches listed (if any). You can alter this behavior using the following options…and you can use them in any any combination you wish:

    • When no matches are found, display the following guide. (The dropdown lists all published & private guides from your LibGuides site.)
      This option automatically displays a specific guide instead of the Library LTI page if nothing (no guides, courses, or subjects) matches the parameter value sent from the LMS.
    • Display the Library LTI page when a single matching guide or course is found.
      Basically, always display the Library LTI page – single match, multiple matches, or no matches.
    • (New Option!) When displaying the Library LTI page, display a link to this guide if no matching guides are found. (The dropdown lists all published & private guides from your LibGuides site.)
      Anytime the Library LTI page is displayed, if there is no matching guide to display, the selected guide will display instead.

    We’ve mapped your original selections to these new options, so you don’t have to worry about going in to make changes, unless you want to check out / change the options, of course! Here’s how we mapped the old to the new:

    • Option 1 was: “Load a specific guide if there is a direct match, otherwise load the Library LTI page.”
      Now: No additional options are selected.
    • Option 2 was: “Always load the Library LTI page.”
      Now: “Display the library LTI page when a single matching guide / course is found.” is selected.
    • Option 3 was: “Load a specific guide if there is a direct match, otherwise load this pre-selected guide.”
      Now: “When no matches are found, display the following guide.” is selected, with the appropriate guide selected from the dropdown.

    Translation Table Updates

    LTI Translation Table TemplateIf you use the Translation Table option, especially if you subscribe to E-Reserves, get ready for some great news… The template has been updated to allow matching on different metadata for guides, courses, and subjects for a single entry! For example, if you want to populate the Library LTI page for any given LMS (Blackboard, Canvas, etc.) course section with a general guide and subject, but a specific E-reserves course (for that specific section/instructor), this is perfect! Simply add the different metadata for the guide, course, and/or subject to the template, and you’re good to go! (For example, for my LMS course number 2017S-12345, I might add ENG100 for the related guide, 2017S-12345 for the course, and ENG for the subject.)

    And since you can use this in conjunction with the matching options in the previous section, you could also set a general guide (general research, library, or even LibGuides info) to display if there is no matching course-related guide!

    As with the matching section above, we’ve mapped your existing Translation Table files to this new format on the back end so it continues to work as before: guide, course, and subject fields all contain the same value.

    Other LTI Updates:

    • Manual Tool - Custom NameManual tool + Canvas users: You can now customize the name of your Manual tool so it’s easier to find when adding links in Canvas courses! Go to LibApps > Admin > LTI Tool > Manual > Setup Options to customize yours.
      Important: If you already have the Manual tool installed in Canvas, you must reinstall it to use this feature, which will break existing connections.
    • Desire2Learn customers: LTI should be working (and has been for a little while now). As is true for other LMSes, D2L Admins need to configure the tool to enable sending the user role (Faculty, Student, etc.) & that should do it! The role tells the tool whether or not the user can edit the item, which is required by the Manual tool to initially select the guide / course / database(s) to display to students.
    • Automagic matching no longer returns published Internal or Template guides. In fact, we also removed matching on friendly URL to further ensure this type of thing doesn’t happen in future.
    • Profile pictures on the Library LTI page are now linked to that user’s profile page in LibGuides. (The link will open in a new window.)
    • When an instructor-level user clicked the Automagic link in the LMS course site and the Library LTI page was displayed, there was a note at the top in a yellow box that should’ve only appeared the first time the link was clicked…but appeared every time. That was confusing (and annoying 😉 ), so we removed it.
    • Guides with only one page now display the nav button, as they do when accessed from your LibGuides site.

    LibAuth - Add ConfigurationLibAuth Update

    We heard from some of you that you have more than one authentication system available at your institution, so we’ve added the capability to utilize any and all of those in LibAuth. Even if you already have an authentication method added in LibAuth, you’ll see the Add Configuration button to get you started on another.

    LibGuides Updates

    Admin Menu ChangeRemember the Metadata Import news in the LTI section? Well, since LibGuides CMS allows for metadata for more than just LTI, you can use that functionality for any metadata you’d like to add, without having to go to every guide (etc.) to add it! If you skipped that section, scroll back up to learn more…then come on back here to continue reading about LibGuides updates. 😉

    Also, this new functionality resulted in an Admin menu name change: Subjects, Tags & URLs is now Metadata & URLs…because otherwise, we’d end up with a crazy-long menu name!

    Lastly, there are a few small bugs that we’ve swatted here at Springy HQ to make your LibGuides experience even more awesome!

    • We added a character counter for Twitter posts so that you’ll know when you’re approaching that magic 140 character limit.
    • Patron accounts will no longer be recorded as [Deleted] if they write a long discussion board post and their cookie expires in the meantime.
    • Permitted Uses fields in A-Z Assets now save and delete properly.
    • We changed the text options that you see when editing an RSS asset to reflect the current behavior: show item under title / click on (i) icon.
    • It’s now possible to delete custom metadata from a guide.
    • We’ve fixed the link to E-Reserves contained in E-Reserve Request notification emails.
    • E-Reserves pages in guides with friendly URLs no longer prevent E-Reserve item pop-ups from displaying.