Archive for LibCal

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.

Top 10 Springshare Blog Posts of 2018

2019 is upon us and everyone loves a recap post.

We wrote 58 blog posts in 2018 (phew, our fingers are tired!) showcasing awesome new functionality in Springy Tools, guest presentations, SpringyCamp conferences, and so much more.

So join us as we look back and highlight our top ten blog posts of last year.

hacker1. Security & Protection of your Springy Sites

January 25, 2018

If cloud-computing had a theme in 2018, it would’ve been HTTPS. In this blog post, we announced new functionality to route all patron traffic in Springy tools (LibGuides, LibCal, LibAnswers, etc.) through HTTPS. Plus, we added integration with Let’s Encrypt to provide completely free HTTPS security certificates for all your Springy v2 tools. Talk about starting 2018 off with a bang!

2. LibCal/LibStaffer Integration

March 14, 2018

Don’t you just love it when your tools seamlessly work together? We do, too. That’s why we added two-way integration between LibCal (your calendaring tool) and LibStaffer (your staffing/scheduling tool).

In LibCal, if you have a confirmed Scheduler Appointment – you can’t be booked for a LibStaffer shift and vice versa. 2018 – the year you stopped accidentally double-booking yourself. Huzzah!

3. GDPR Compliance & Our New Mailing List

April 25, 2018

In preparation for the GDPR’s enforcement on May 25, 2018, we released tons of features to help ensure your compliance. And, if you think, “Hey, our institution doesn’t reside in the EU, so this doesn’t apply to us.” Think again. If you service even a single EU citizen, no matter where in the world that EU citizen resides, the GDPR applies to you. And, while we were on the subject of privacy, we revamped our email list. So, if you want receive our Springshare newsletter, new product releases, training webinars, and SpringyCamp announcements – you need to explicitly opt-in here.

4. LibTote and LibTote Platinum

April 1, 2018

I mean, who doesn’t love a good April Fool’s joke?! This blog post was dedicated to our fake product launch – LibTote and LibTote Platinum. Smart Tote technology you can take with you, to help you take other things. Why? Well, because there are two kinds of Librarians in the world… and they both love Tote bags. If you need a chuckle, take a minute (or two!) and revisit this blog post and dream of a world where your Tote bag has Blue’tote functionality, smart expansion, and robust usage stats.
Sigh – if only we lived in such a world. 

5. New LibChat Operator Interface

June 28, 2018

LibAnswers with LibChat saw a ton of updates last year. But we kicked it off with a blog post announcing an entirely new LibChat operator console designed to help you manage loads of patron chats more efficiently and chat internally with colleagues as easily as possible. But, this was just the tip of the new features iceberg. We, later, announced more chat improvements, ideas for discovery layer integration, and our screensharing & webinar functionality (coming January 2019).

6. SpringyCamp Summer Series

July 31, 2018

In case you missed it, SpringyCamp is our virtual user conference (completely free!) where Springy users share how they’re using their Springshare tools at their institutions to attendees who watch from around the world. Literally, we have people who get up at 3am their time to join! Our 2018 Summer Series featured three virtual conferences, June, July, and August, with some amazing presenters and showstopping presentations. If you didn’t get a chance to watch the first time around, no worries – watch a recording any time.

7. SUSHI Fetching in LibInsight

July 3, 2018

LibInsight is your data storage and analysis powerhouse – and it got even more powerhouse’y last July. We rolled out automated fetching for your SUSHI compliant E-Journals, Databases, and eBooks datasets. Simply connect LibInsight to your database vendors and your e-resource usage data will automatically port into LibInsight for easy analysis.

8. Essential LibGuides You Need

September 17, 2018

We’ve seen our fair share of excellent LibGuides. This blog post details the guides you should have and ones you didn’t even know you needed! If you’re looking for LibGuides inspiration from other libraries, don’t miss this list highlighting just some of our favorite essential LibGuides. And, if you’re looking to build some LibGuides on current events, don’t miss this blog post either!

9. LibStaffer Workflow Forms

October 11, 2018

We released a really big feature for LibStaffer at the end of last year that helps you streamline the way your library processes various staffing-related forms. LibStaffer Workflow Forms enables you to create customized online forms that facilitate the entire life cycle – after the form is submitted. This includes automated email notifications, full audit trails, and the ability to view the entire workflow/history for each form submission. Looking for ways to use LibStaffer Workflow Forms? Check out this blog post highlighting 5 Ways to Use Workflow Forms.

10. New Australia / Asia-Pacific Datacenter

December 10, 2018

When you start a year with a bang it has to end with one too, by announcing announcing a dedicated data center for our Australia, New Zealand, and Asia-Pacific customers. In early 2019, we’ll automatically move all customers located in the Asia-Pacific region to this dedicated server cluster. This new data center is our 3rd cluster, with dedicated geographical servers, alongside our Canadian and European clusters. These dedicated data centers help ensure that your institution is in compliance with local laws regarding transmission of patron data in/out of the United States.

 

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.

Planned Server Maintenance: December 26, 2018

Server maintenance is planned for LibGuides, LibAnswers, and LibCal in all regions on Wednesday, December 26, 2018, which may cause brief downtime (no more than 15 minutes in the worst case) for a subset of our customers.

There are no changes or actions required on your side, by anyone, for any product. So you don’t have to lift a finger! This is simply a notification of the expected downtime while we update our servers. We will remind you again (via a message when you log into your system) as we approach the maintenance date.

This work is necessary to strengthen our load balancing infrastructure for all of our customers. As a reminder, we use load balancing so that any sites attempting to connect to a disrupted server automatically move to a healthy server while we replace the disrupted server. A minority of customers, however, opted to be tied to a single server due to the nature of the setup of their custom domain. Those customers will also be load balanced upon completion of this update. (If this does not sound familiar to you, you are likely not part of that minority of customers.)

We chose Wednesday, December 26, 2018 for this maintenance / brief downtime based on usage logs, which show this is one of the lowest usage periods in the entire year. We will further mitigate any disruptions by performing this server work either early in the morning or late at night in each server region’s time zone.

Please let us know if you have any questions!

LibCal 2.18 release coming on November 12-13

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

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

Calendars/Events:

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

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

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

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

Spaces/Equipment:

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

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

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

Bug Fixes:

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

Beyond The Library: LibCal Usage

Lately, we’ve been discovering more and more examples of non-library folks showing an interest and later purchasing LibCal for use by their teams and the customers they serve. While it may have started in the libraries, it’s clear that many are catching on to the fact that LibCal — with its awesome features and, yet, simple interface — works beautifully in so many different settings.

As Heather Westerlund, IT Manager at Walden University Libraries, stated in an in-depth interview on how Springy Tools have expanded beyond the Walden Uni. Libraries,

Just because it has the word ‘Lib’ in it, doesn’t mean that only the Library can use it!

If you need calendars, appointments, have spaces, perhaps equipment and want to share your hours, LibCal can work for you, too — no matter what it says on your office door.

The essential LibCal.

LibCal is made up of 4 components with an optional 5th that is an add-on module. They work together to form a complete integrated calendaring solution that is flexible enough to be used beyond the library.

It’s cloud-based, mobile-first, affordable, boasts in-depth statistics to help you make data-driven decisions and comes with Springshare’s free training and support.

Libraries have been recommending more than books.

In some institutions, LibCal use is really spreading. Emory University in Atlanta now has 6 LibCal systems, 4 of which are being used outside the library in offices like the Scholarly Communications Office, Tutoring, Student Digital Life, and Campus and Community Relations. There are a number of excellent examples of other departments on academic campuses who are successfully using LibCal for their needs.

 

At Florida Atlantic University, the Office of Instructional Technologies has a LibCal system that they use for upcoming events, room booking and appointment scheduling.

Recently the Human Resources office at FAU also purchased a LibCal system.

 

 

 

 

 


Arizona State University has a Digital Creative Studio that is using LibCal Calendars for events.

They use the Equipment Booking Add-on Module for reserving computer workstations, and the Spaces booking for reserving event space and video studios.

Appointment Scheduling: It should be nice (and easy) to meet you.

LibCal saves you the troublesome back and forth of emails where you keep trying to nail down a time that works for both parties.

Add your availability, create a custom form for people to fill out, and even set up different types of appointments that have appropriate durations.

While students do meet with librarians, imagine all the other departments on campus that have personnel that also meet with students or faculty, etc.. The Southern Methodist University Advisory Group uses LibCal to allow people to schedule appointments with

  • Academic Counseling
  • Academic Services
  • Pre-Health Advising
  • Student Athlete Academic Services
  • Simmons Student Academic Advising
  • the University Advising Center
  • and the Student Transfer Admission department

Booking spaces, rooms and more!

We’ve heard just about everything when it comes to how people are handling the booking of spaces and rooms. With all the conference rooms and performance spaces, computer labs, classrooms, auditoriums, etc. on site, having a simple way to make them available and manage them is in order. The Spaces component is one of the main draws to LibCal. People are really creative in how they use it — because it’s flexible enough to suit many needs.

The Oklahoma State School of Business is using LibCal Spaces for their breakout rooms.

 

An innovative use comes to us from the Thompson Rivers University Sustainability Department which is using it to allow people to book cars as a way of car sharing.

Equip yourself with tools for success.

Maker spaces are popping up all over. We’ve seen a rise in interest from them in recent years and they use LibCal to highlight workshops and classes. They let people book appointments with artists and experts and techs. They use the Equipment Booking Add-on Module to make their devices, machinery, tools, and equipment available. It’s proving to be a great pairing.

The Innevation Center at the University of Nevada, Reno is doing awesome things with LibCal. Here’s the Equipment Module in action there.

 

So, here’s to the same energy that prompts a person to tell another about a really great book or movie or restaurant. Word of mouth is powerful, even in the tech world — but only if the solutions really work. LibCal is an excellent tool that helps you seamlessly allow your students, faculty, staff, and patrons to take advantage of the services, classes, workshops you offer, to meet with you, to reserve your spaces and equipment — to engage with you. And, if they are doing that — you’ll all be a wild success.

Springshare Integration with Discovery Layers

In a recent interview with Springshare, LibApps power user Amber Tatnall, Director of Library Learning and Resources at York County Community College in Maine stated,

I think if folks don’t integrate everything, they’re missing an opportunity to reach someone.

From the moment we wake up, we make thousands of decisions a day. Opportunity Cost, or the cost of doing X at the expense of Y, is an often used mechanism for decision making. However, an often missing piece of these mental algorithms is the cost of doing nothing. Within libraryland, the cost of doing nothing can manifest itself as lower user engagement or reduced web traffic hits.

If your library subscribes to a discovery layer product like EBSCO Discovery Service, Ex Libris Summon, or Ex Libris Primo, there are multiple ways you can integrate your Springshare tools into your Discovery layers.

These integrations allow you more virtual touch points to ‘reach’ your users with a minimum of effort.

What can you integrate?

When it comes to discovery layer integration, your mind might immediately jump to LibGuides integration. And that’s great! LibGuides is a great fit for integration with your discovery layers. However, if you subscribe to multiple Springshare tools – you can (and should!) integrate them all. Let’s explore!

  • LibCal – integrate your LibCal events so when users search on “MLA”, your upcoming Citation workshops display prominently.
  • LibAnswers LibChat – embed a LibChat sidebar widget so no matter where a user ends up in your discovery layer, there’s always a way for them to ‘ask for help’.
    • Pro Tip: Create a proactive chat widget timed to pop out around the 3 – 4 minutes mark. If a user is on a discovery layer page for at least 3 minutes (that’s a long time!), your LibChat widget can slide out and ask the user if they need help. In a recent College & Research Libraries News article, librarian Michael Epstein found that proactive chat led to a 600% increase in user engagement.
  • LibAnswers Systems & Services Management Tool – Make use of the Systems & Services Management Tool to create a discovery layer-specific widget that integrates LibChat, relevant FAQs, and a feedback mechanism for patrons to submit an idea, report a problem, or share praise.

The New School embeds the Systems & Services Management Tool Widget right into their Primo Discovery Layer.

  • LibGuides E-Reserves – when students see a search box, they assume it works like Google. Enter anything in it, and you’ll get some results. If you subscribe to our LibGuides E-Reserves module, you can integrate your course reserves in Dublin Core format right into your discovery layer via OAI-PMH. This way, when a student inevitably types “Professor Smith” into your search box, they’ll actually get relevant results.
    • Pro Tip: We support custom Dublin Core metadata fields so you can customize how your E-Reserves display in your OAI-PMH compliant discovery layer.
  • LibAnswers Ask Us Form – Northeastern University used the LibAnswers API to create a custom ‘Report a Problem’ form in their discovery layer. Submissions get routed to LibAnswers with the discovery layer URL automatically added.

LibAnswers Form auto-populates the URL of where the user was in the discovery layer

Integrated a ‘Report a Problem’ LibAnswers Form

  • LibCal Equipment Booking Add-on Module – integrate your ‘library of things’ into your discovery layer using the robust LibCal Equipment Booking API. This way, when users search on 3D printers, or makerspace labs, they can actually view and reserve time using your equipment!

Where can I learn more about Discovery Layer integration?

Ask, and you shall receive! On September 19, Springshare conducted an in-depth training session on integrating Springy tools with EBSCO EDS, Ex Libris Summon, Ex Libris Primo / Primo VE. We even had a guest speaker from EBSCO, David Podboy, as well as Laura Guy, recent retiree from Colorado School of Mines, to showcase Springy integrations complete with examples and instructions.

The good news? You can watch this recording and download the presenter slides, which include detailed examples and instructions.

We hope you’ll take some time to watch the video and learn how you can avoid the cost of doing nothing by integrating your Springy Tools into as many virtual touch points as possible. As Amber stated, “… if folks don’t integrate everything, they’re missing an opportunity to reach someone.

Click to access our discovery layer training session, including examples and presenter notes and files.

LibCal 2.17 Coming Soon!

The LibCal 2.17 release is on its way, and will be live in all regions by the end of the day Thursday September 20th, 2018. This release brings loads of usability improvements, including a new bulk event publishing option, refinements for the new Appointments functionality, and so much more!

Calendars/Events:

  • Bulk Event Publishing – We’ve added several new features to the Event Explorer page, including an all new bulk publish function! Bulk publish or unpublish multiple events at once, and use the handy new publication status filter to easily find the events you need to update. To check out this new option, head to the Event Explorer page within your Calendar.
  • Event Templates Update – We’re adding additional information to the Event Templates screen, so you can see at a glance which templates have particular categories/audiences assigned and search by these parameters. Admins can head to Admin > Calendars > Event Templates to check out the new format.
  • Updated Event Location Selector – We’ve updated the Location selector menu on the add event page so it’s clearer which Space Location is associated with each category. Now, instead of just seeing the category name listed, you’ll see the format Location Name – Category Name, followed by the relevant spaces. To check this out, head to the add/edit event page and choose a location.

Appointments Updates

  • Upcoming Appointments – We’ve updated the Upcoming Appointments area  to more clearly distinguish between past and future appointments, and we’ve added a quick switch button so you can easily swap between past and future view. To check this out, head to your Appointments landing page.
  • Low Availability Alerts – You’ll now see an alert message on the LibCal homepage when your availability is about to run out, so there are no gaps in availability for your patrons.
  • Clarified Appointment vs Padding: We’ve updated several spots in the Appointments UI to more clearly distinguish between the amount of time assigned to a specific appointment with a patron vs the padding time around that appointment.
  • Export Booking Form Responses – We’re updating the export in the Appointment Booking Explorer so, if you’ve limited to viewing just one person, exporting the results will include any booking form responses. To export this info, head to the Appointment Booking Explorer.
  • Outlook Sync’d Events now include the patron’s booking form responses as well.
  • We’ve fixed a bug on the Appointments Group Landing Page – previously the group description wasn’t displaying as expected, this should now be back to normal.

Spaces/Equipment:

  • Switch Space/Equipment Reservation – We’re adding support for switching an existing space/equipment reservation to another space/piece of equipment. To access this feature, head to the Equipment or Spaces page, select an existing booking, and click the edit button – you’ll now have an option to switch this reservation to a similar item or space.
  • Booking Overlap Prevention – We’ve fixed an issue that made it possible to double book events that included setup/teardown padding in a particular space – availability is now being checked properly, and you’ll see a number of alert messages to prevent these accidental double bookings.
  • We’ve fixed a bug with Exchange Sync’d Spaces where, in a very particular set of circumstances, exchange bookings could duplicate themselves in LibCal. This is now resolved and any former duplicate bookings have been cleaned up.
  • And we’ve fixed a bug on the Spaces Booking Explorer – the Group by Room filter wasn’t returning the correct results, and now it will!

LibCal 2.16 Release Coming Soon – Hello Appointments Module

The LibCal 2.16 update is coming to you this week, and will be released to all regions by end of the day on Thursday August 9th. This refresh is so complete and chock full of new features that we’re renaming the old MyScheduler to Appointments, to more accurately reflect its full capabilities.

New Appointments Module

The old My Scheduler module will be renamed Appointments going forward, inside all LibCal screens. One of the most frequent requests we heard from users is for the ability to mark themselves as “available” for booking appointments in different locations at different dates and times. We made this happen, plus a whole lot more. Here’s a quick rundown of the new features:

  • New “Location” Option for Appointments – We added a new, high-level option to create Locations – these are meant to represent physical spaces/locations where Appointments happen (including Online). Each location contains one or multiple Groups of librarians. When patrons first view the All Users Appointments landing page, they choose the location where they’d like to meet, and then see the groups/librarians associated with that Location. To define “Locations” for your site, admins can head to Admin > Appointment Settings.
  • Reworked Availability Settings – In the new Appointments, a librarian can define availability for themselves in specific locations/groups at specific times. In addition, you can now add (or edit/delete) availability in any recurring pattern you choose. What were previously considered “conflicts” (like prior availability or existing appointments) will no longer prevent you from creating or editing/deleting availability. To take the new availability settings for a spin, head to Appointments > Availability.
  • Friendly URLs – To create a friendly URL for your personal Appointments landing page, head to Appointments > Settings > Friendly URL. To create a friendly URL for a Location, admins can head to Admin > Appointments > Edit Location.
  • File Uploads – You can enable file uploads for your Appointments so patrons to share files that may be needed during the course of a meeting – e.g. for help tracking down references from a bibliography, have them upload the bibliography ahead of time. Head to Appointments > My Settings > Appointment Form File Uploads to enable this.
  • Public Personal Nickname – Choose a nickname to display on the public side of the system, e.g. instead of booking an appointment with Sarah, patrons can book an appointment with the Science Liaison, and all communications coming from LibCal will use that nickname. To choose a nickname, head to Appointments > My Settings > Nickname.
  • Public Group Nicknames – We’re also adding support for group public nicknames. This essentially acts as an extension to the “No Preference” setting, so a patron can ex book an appointment with any available Peer Tutor. For groups set up this way, we won’t display individual librarian names/availability on the public side, so the patron is only aware that they have an appointment with a Peer Tutor at XYZ time. To enable a group nickname, admins can head to Admin > Appointments > Edit Group > Group Member Display.
  • All Appointments View – A new report to list/display all upcoming and past appointments for all Appointments users, so if a patron shows up at the front desk needing directions, it’s easy to see who their appointment is scheduled with, and where, and when. To see the all appointments view, head to Appointments > Booking Explorer.
  • Revamped Statistics – We’ve completely overhauled Appointments statistics, so it’s easy to view and export all statistics on all Appointments for all users, and get a full breakdown of bookings and availability by Group, User, etc. We’ve also added a number of lovely charts and graphs to help illuminate the wealth of information now available. To check out the new stats, head to Stats > Appointments.

Equipment and Space Improvements

  • Exchange + Spaces Integration is Live! -Picture this: a 2-way sync between Exchange calendars and LibCal spaces, so that reservations you make via Exchange will automatically block off availability in the Spaces module, and reservations made via Spaces are automatically pushed to Exchange. With this release, we’re rolling out full Exchange integration for all Spaces users – huzzah! For full details on setting up this integration, check out our documentation.
  • Equipment: Inventory Reports – We’re also adding a brand new report to Equipment module to view and export a list of all inventory in the system. The report can be customized to display the fields that you’re most interested in seeing, including item name, barcode, current status, and total checkouts.
  • Booking Date Created/Submitted – We’ve added a few minor improvements to the Booking Details to make the info more clear. Now, you’ll see the date that the booking was submitted displayed as part of the Booking Details, so it’s easy to see how long ago a booking was submitted by the patron. To see this in action, head to either the Equipment or Spaces tab, then click on a booking.
  • Mediated Bookings Show 1 Year In Future – We’ve updated the Mediation tab in Equipment and Spaces – previously we only displayed tentative requests for the current week, but now, we’ll show all pending requests for up to the next year, so it’s easy to see the full picture of upcoming requests for your mediated equipment and spaces.

Calendar & Events New Features

  • Revised Publishing Workflow – We’re updating the flow and function of the event publishing workflow to make it easier on event reviewers who need to communicate changes to an event creator. Now, when an event is submitted, the event reviewer can:
    • Just publish the event with no changes, or
    • Make edits to the event themselves, then publish the event, or
    • Send an email to the event creator from the admin UI stating what needs to be changed; the event creator can then make the updates themselves and then resubmit the event for review
  • Embed Full Calendar on the Homepage – we’re adding a quick way to embed the full monthly calendar view on the LibCal homepage. To embed your full calendar on your homepage, admins can head to Admin > Look and Feel > Homepage Editor.

 

As always, the ideas and suggestions for the vast majority of these awesome new features came from you, our clients who use LibCal day in and day out, for all your library’s calendaring needs. We’re sending a huge thank you to all users who contributed their ideas, suggestions, testing, etc. to make this big new release happen. Let’s keep the conversation going… Let us know if any questions pop up, contact our support team or your regional sales manager.

These Libraries Are Fully-Equipped < /pun>

Pardon the pun, but we just couldn’t keep ourselves in check. We were too busy checking out these awesome uses of LibCal’s Equipment booking module, and we just couldn’t reserve our excitement.

Cue the groans. 😛

But in all seriousness, we get lots of folks asking us for examples of libraries using our tools. So, we’d like to highlight a few different types of libraries, from all over the world, using the LibCal Equipment Booking module.

 

Academic Library: Milwaukee School of Engineering

Circulating Molecular Models

The Walter Schroeder Library at the Milwaukee School of Engineering was an early adopter of the LibCal Equipment Booking Module, and their use-case is absolutely fascinating. They use it to manage online reservations of their molecular models, which they ship all over the country to their students. Their loan time is three weeks, which includes two weeks of expected shipping time. They’re able to manage these reservations and the additional padding all from within the Equipment Module. Additionally, their custom reservation form includes all the important mailing information, so the library can cut down on the back-and-forth and get right to the business of shipping out the models.

Want to hear more about how the Walter Schroeder Library manages these long-distance reservations? Check out their ALA-MW 2017 flash presentation lead by librarian Denise Gergetz. You can also download her presentation slides.

Circulating Molecular Models…Long Distance!

 

Public Library: Pioneer Library System

Circulating Costumes, Blue Blocks, & More

Just looking at the super-cool stuff the Pioneer Library System is circulating with their LibCal Equipment Module makes me want to be a patron of this library! Not only can their patrons reserve maker space items like littleBits and access to their 3D printer, but they also have button makers, jewelry making tools, and costumes! With the ability to manage different reservation timeframes for each type of item and with big, colorful images to advertise the cool stuff they have at the library, we can see why the Pioneer Public Library System’s LibCal Equipment Booking Module is busy busy busy!

The Pioneer Public Library has amazing usage of their Equipment. Look at all that red!

 

Public Library: Tiverton Public Library

Circulating Museum Passes

When you think of ‘Equipment’ it’s easy to get hung up on physical stuff. But, that’s not always the case! The Audubon Society of Rhode Island’s Education Center has a ton of museum and zoo passes that are available to their patrons. They’re using the LibCal Equipment Booking Module to manage circulation of those items.

Using Equipment Bookings to Manage Circulation of Library & Museum Passes!

 

K12 Library: Scotch College in Australia

Circulating Media Equipment… with a Twist

Although Scotch College School for Boys in Australia might be using LibCal Equipment Bookings to circulate more “traditional” library items, their customizations are anything but traditional. Using LibCal’s built-in code libraries and flexible customization features, the librarians at Scotch College are able to put a little pizazz on their visual equipment catalog. Simply hover over any of the pieces of equipment; notice how the item just jumps off the page? Its that little bit extra that makes their LibCal Equipment Booking catalog pop, literally.

Gorgeous hover effect adds a pop of pizazz to Scotch College’s Equipment Catalog.

 

If you’d like to learn more about LibCal’s Equipment Booking Module or more examples of Libraries using it, please contact us.