Archive for LibCal

Using LibCal to Schedule Curbside Pickup

You might have heard of LibCal or perhaps you’re already an avid user. If you’ve never heard of it at all, LibCal is our web-based calendar & event management tool helping you:


But…. have you thought about using LibCal Spaces for scheduling and managing curbside pickup of library holds? Yes! LibCal Spaces is so flexible, it can be used to schedule any type of space whether it’s a parking space, a table outside the library, or any area you’d like to designate for contactless/curbside delivery.

Plus, by creating a booking schedule that you control – you can help to protect the safety of patrons by limiting and staggering when patrons pick up their holds. This ensures that there’s only one patron pickup request per designated time-period… eliminating crowds, lines, and potential ways for patrons to spread COVID-19 to each other, and to you and your staff. Protecting patrons and staff health and safety? It’s a win, win. Read on as we give a brief overview of how you can use LibCal Spaces to schedule and communicate curbside pickup of library holds.

Want to Learn More? Attend our Designated Training Sessions!

Setting Up a Holds Pickup Location

It all starts by creating a Location, “Holds Pickup” or “Curbside Pickup” under Admin > Equipment & Spaces > Create Location. Within your location, navigate to Spaces Tab > add a Category.

Create different categories for different areas that you’d like to designate for curbside pickup. Create categories for:

  • Parking Spaces
  • Tables Outside the Library
  • Entrances

Each category has unique spaces and you can define rules within each category relating to booking duration, booking window, and more.

Timeslot Settings

Within each Spaces Category, you can customize booking duration, booking lead time, padding between bookings. We recommend the following settings:

  • Booking Maximum Duration, Booking Minimum Duration, Booking Default Duration – should all be the same value, 10-15 minute timeslots.
  • Add Padding Between Bookings – give yourself a bit of a breather so you’re not running back and forth into the building.
  • Single Booking Multiple Rooms and Single Booking Same Room Multiple Times – set these options to not allowed.
  • Duration Limit – how many minutes a day a patron is allowed to book for? If you’ve setup 10min timeslots and you only want to allow patrons 1 curbside pickup/day > set this value to 10 / day.
  • Frequency Limit – How many bookings do you want to allow in a week? Can patrons come every day for a pickup?
  • Window Limit – How far in Advance can they book? We suggest 10 days or less

Defining Spaces

Upload pictures of each space and define where that space is in the directions area. This way patrons know exactly where they’re supposed to go to pickup their holds. When patrons receive confirmation of their curbside booking, the space’s directions {{{ROOM_DIRECTIONS}}} are included.

Customize the email confirmation to include instructions for curbside pickup, what happens if they miss their timeslot, and instructions on how to reschedule.

Create a Customized Booking Form

Setup a Custom Booking Form (Locations > Booking Forms) – to gather information about the user so you can be better prepared for their pickup. Examples include Car Make/Model/Color, Library Barcode Number so you can check out the items to them once they’ve arrived, and information on how to checkout items for other family members.

Creating a Booking Schedule

Does each Spaces category have a different schedule? Are parking spaces pickup only available from 10am-2pm Monday – Friday? Outdoor table pickups available weekends only from 9am-1pm? Each Spaces Category can have a different schedule of booking availability.

Routing Patrons to Curbside Pickup Scheduling

Add a link to scheduling curbside pickup to your ILS Holds Confirmation Email. Once patrons’ holds have arrived in the library, instruct them through the process of scheduling contactless pickup.

Tip: Add friendly URLs to your Curbside Delivery Location! This makes the URL much more accessible in the ILS Holds Confirmation Email.

Communication During Curbside Pickup

Is your patron running late? Are they in a different car than the one they specified on the form? Have they been waiting outside for 15 minutes and you haven’t seen them? Here are ways you can communicate with them during their curbside pickup.

Add Instructions for Texting the Library

If you’re a LibAnswers user, you might be using the SMS/Text-a-Librarian option therein. Your LibAnswers system has the ability to have a custom SMS number and you can even create SMS automatic keywords. When patrons text ‘PICKUP’ to your SMS number, it sends them an automated response with instructions. When they reply back, you’ll know that they’re outside, in which vehicle, and picking up holds for confirmation #123. Don’t have LibAnswers and want to learn more? Contact us!

Include this information in:

  1. In the ILS Holds Confirmation Email
  2. In the LibCal confirmation email they receive once they’ve booked their Spaces curbside timeslot
  3. On the LibCal Spaces webpage > description area

Don’t Have SMS/Text-a-Librarian Service?

Follow the same instructions above but include other ways they can contact you, from calling the library to let you know that they’re outside, to your email address, or all of the above.

We hope these steps provide you with some helpful guidance! Difficult decisions are being made at every level of library service, and COVID-19 has changed the way you can safely interact with your patrons. We’re working on adding functionality to help you service patrons remotely, create a schedule of curbside pickup for the safety of patrons and staff, and more. Stay tuned, this is just the beginning – we’ll have new features announce in the coming months!

LibCal and LibAnswers Major New Functionality Release

Quarantine or not, we’re always busy churning new features and functionality of our platform, based on suggestions and feedback from our customers. This upcoming code release for LibCal and LibAnswers is the best example of our responsiveness to customers’ needs. With librarians pivoting to different service models centered around remote-first teaching and learning, many of you told us that you’d love to be able to conduct research appointments and hold online events via LibCal. We heard you and, a few weeks later – we made it happen.

With LibAnswers/LibChat, many international libraries have taken strong interest in the platform as it’s the most well-rounded communication platform for libraries – but they need the admin/librarian interface to be in their local language. And – you guessed it – we made it happen! Read on for details.

Read about: LibCal | LibAnswers

LibCal – conduct online appointments and online events

LibCal servers in our regions around the world will start getting this new functionality on Monday evening and by Wednesday all regions will be live with this new Online appointments/Online events functionality.

Online Appointments

Up until now, the LibCal appointment booking engine has enabled booking of appointments with the assumption that the patron would go to the library (or the librarian would visit the classroom) to conduct the actual appointment. In the “new normal”, however, a number of these research appointments/consultations will likely be conducted remotely. Enter our LibCal Zoom integration (more integration options coming soon – let us know what other video/communication platforms you want us to integrate). 

Here’s how to enable Zoom integration for Online Appointments in LibCal:

  1. Head to Admin -> Integrations and enter your Zoom API/Key (don’t have institutional Zoom license? We may be able to help – email us at sales@springshare.com).
  2. Online appointments are thought of as happening at their own Location i.e. Online. Create one (or more) Locations to designate that these appointments will be held online. Head to Admin -> Appointments -> Locations to create the Online Location(s).
  3. Each user/librarian who wants to host online appointments must be associated with their Zoom account. Head to Admin -> Users and enable Zoom for each user that should have this enabled.

And voila… your LibCal appointment scheduler can now handle online appointments via Zoom. Note that the actual online appointment happens in Zoom but LibCal makes it super-easy to schedule it and it automatically includes relevant Zoom meeting URLs in the ICS/CAL calendar file, in the email notification to the patron, and in the admin interface for the librarian. So they all just need to click on the link and jump into the meeting.

Online Events

With this new feature you’ll be able to create online events in LibCal, and patrons browsing the event calendars will be able to filter/browse by event type (Onsite or Online).

What’s neat is that you don’t have to host the online event in Zoom – you can use Facebook Events, or WebEx, or… any platform that lets you hold an online group event. Here’s how to set it up.

  • If using Zoom, Head to Admin -> Integrations and enter your Zoom API/Key (don’t have institutional Zoom license? We may be able to help – email us at sales@springshare.com).
  • When you go to create an event, for “Location” you’ll see 3 options.
  • For Zoom events, the registration option is required and attendees will receive the event URL in their registration email.
  • For other online events (e.g. Facebook Live, etc.) the event URL will be shown on the event page but if there is an access password/pin to access the event – it will be emailed to attendees in the registration email.

Patrons are able to filter and search for online events from public calendars.

Bug Fixes, New Features, & Misc.

  • Customize the contents of your Appointments booking page. Make your own page title and page text for this all-important page. Make it look/feel like just another page on your website. Head to Admin -> System Settings -> Language Options > Appointments Page. Bonus – you can now enter HTML customization for page text, hooray.
  • Add a custom message to public pages for Equipment & Spaces when all items and/or spaces are set to inactive. Head to Admin > Equipment & Spaces > Settings, and look for the new panel titled Inactive Equipment/Spaces Display.
  • Copied Equipment & Space bookings will now check the Banned Email list when creating the new booking.
  • We fixed an issue that allowed regular users with no access to a specific Equipment & Space location to modify bookings.
  • Custom text in the “Today’s Hours” widget now displays only once.
  • We’ve standardized the time format for all Excel exports.
  • Centering text in any RTE located throughout LibCal will now correctly apply inline CSS.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

Excited yet? So are we. We look forward to hearing your feedback and suggestions for further improvements.

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LibAnswers multi-lingual admin interface + few more enhancements

LibAnswers servers in our regions around the world will start getting this new functionality this evening and by Monday, May 4, all regions will be live with this new functionality.

The LibAnswers 2.34.0 release is on its way, and we’re thrilled to bring you international translations for the majority of the LibAnswers admin interface! With this release, the major pages in LibAnswers – which include the LibAnswers Dashboard, LibChat Operator Dashboard, the Ticket Create & Answer pages, Ticket Knowledge Base Explorer, and Chat Transcripts and Statistics – can now be viewed using any of our supported base language customizations. To date, in addition to English, we also support French, Spanish, Italian, Swedish, Serbian (Cyrillic), and Chinese (Simplified).

When the 2.34.0 release goes live, your LibAnswers system will be rendered in the default base language selection that your Admins have set up under Admin > System Settings > Base Language. All users with a LibAnswers login will also be able to change their personal language display on the fly, by using the dropdown option included in the footer of every LibAnswers administrative page.

New in LibChat and Shared Group Systems

In addition to our very exciting language customization updates, we have several new features rolling out in LibChat and for Shared Group Systems!

  • Create Follow-Up Tickets from the Co-Op > Transcripts View. This new view is especially helpful in cases where you’ve concluded a chat interaction while monitoring a Co-Op, but perhaps forgot to create the local follow-up ticket while you still had the chat in view. Just head to LibChat > Co-Op Dashboard > Transcripts to view the new icon for creating follow-up tickets.
  • Proactive Chat with Co-Op Fallback. We know how crucial it is to offer your patrons assistance at the point of need, so we’ve updated our approach to creating chat widgets. Now, it’s possible to create a proactive widget (i.e. a widget that prompts the user whether they need assistance via a pop-out) and include a Co-Op as a fallback option. In practice, when you create this type of widget, the widget will only behave proactively when your local librarians are online and monitoring chat; if your local librarians aren’t online, but your widget is displaying as online because it’s being monitored by Co-Op librarians, then the widget will not proactively prompt the patron. To set your widgets as proactive, head to LibChat > Chat Widgets > Choose a Button, Slide-out or Floating widget > Enter a time in seconds in the Autoload Delay field.
  • LibChat Wait Time Counter. We’ve added a new timer feature in the LibChat operator dashboard to indicate how long a new chat patron has been waiting for their chat to be answered. This new timer is displayed on all new chats.
  • Group Admin Updates for Shared Group Systems. We’ve added two new key permissions for the new Group Admin account level in Shared Group Systems: Group Admins can now edit the group policy FAQ(s) for their group and can leave feedback on transcripts that a Co-Op answered on chats that originated from widgets connected to their Group Member Library.

Bug Fixes & Performance Improvements

  • We’ve added a message to alert patrons when they attempt to upload an unsupported file type.
  • We’ve fixed a bug when creating Macros. Previously, if your site only had access to one queue, the modal window did not display the list of users required for assigning tickets to a specific user.
  • We’ve fixed a bug when setting LibChat Default Queues to Monitor. Sites with access to just one queue were not seeing an option under Edit Account > LibChat Settings > Default Queues to Monitor that would allow the user to not monitor that one Queue when first logging into LibChat.
  •  We’ve implemented a number of performance improvements in the Tickets Knowledge Base Explorer > Statistics pages and when creating new Tickets and FAQs. While these updates aren’t directly visible, you should now see speedier load times and an overall improved experience for these pages.

Upcoming LibAnswers Training Sessions:

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

That’s it for this round of updates from Springy HQ, but stay tuned for more mid-May when a few other things will be coming your way.

We want to give a shout-out to our entire community in these uncertain times. We see how you are retooling your libraries and educational offerings to meet users where they are (at home, like us!), and we are proud to be a part of the vibrant industry that is libraryland. Stay safe and well, out there, Springy fam! We are always here for you if have any suggestions or questions.

Using LibCal Appointments & Events to Stay Engaged Online

It’s National Library Week! Springshare applauds the hard work librarians everywhere are putting in during the COVID-19 pandemic to keep their libraries operating and serving patrons. It may seem like an impossible task to keep the library — especially those whose doors are closed — engaged with the community, but your ingenuity and resourceful natures have been making it happen!

We’ve collected some examples of how libraries are using LibCal to effectively continue to provide help and to “gather” online. When I’ll meet you there veers to become Meet up from anywhere — it’s a pretty creative pivot.

Virtual Events at Mesa County Libraries Keep Fun on the Menu

In Colorado, Mesa County Libraries comprises 9 branches, all of which are closed until further notice. But from home, the librarians have been busy making a lemonade stand to share all of their lemonade! By hosting a series of virtual events in place of their popular on-site programming, they can still engage their patrons via new channels.

Using LibCal, they share the pertinent details for their Virtual Creative Fiber Arts Club, which happens via Google Hangouts, a Virtual Story Time, which is carried out in their social media channels, a poetry reading aimed at adults is highlighted, and so much more. Instead of enabling registrations, they’re promoting a sign-up button that allows patrons to get notified of upcoming programs and classes.

The virtual events are shared via their YouTube channel, Facebook page, and Instagram TV as they navigate this time and combat closed doors with open minds.

Birmingham City University’s Library Staff Makes a Beeline…to Online Services

The Library and Learning Resources department at the United Kingdom’s Birmingham City University wants its students and faculty to be aware that the library staff is available online and is ready to help.

They’re answering questions via LibAnswers and they’re even geared up to meet! LibCal Appointments allows the BCU Library team to meet for tutoring sessions. They even have peer mentors available for student support to help with developing library skills to make searching a better experience.

Letting people know this is a full-time job these days and BCU has taken to social media to get the word out. Many libraries tweet several times a day to reinforce the news that they are, in fact, operational.

Beyond social media, this outreach is supported with messaging on their website, LibGuides pages feature Book-a-Tutorial buttons, and you can even access the Appointments link on their LibAnswers home page. Let your students know they’re not alone. Use as many channels as you can to reach out.

Being There for Students — Salve Regina’s Library Gets the Word Out

The McKillop Library at Salve Regina University is making sure that students and faculty know that they’re ready and able to help with some clever cross-promotion of services.

The enterprising librarians also added a link to their appointments right below their LibAnswers chat widget so students can easily see it.

So — not only are they ensuring patrons that they can ask questions from anywhere — they also take the opportunity to offer appointments for those who’d prefer to have a block of one-on-one assistance. It’s true the doors are closed for now. But help is still available!

University of Pittsburgh Librarians Stay Connected

The Greensburg Campus librarians at the University of Pittsburgh are determined to stay engaged despite the distance. The best way to combat the isolation is to get together…albeit virtually. Staying connected, building relationships, assisting students and faculty is always a top priority but it can be challenging today.

This library staff decided to build a tabbed box in their LibGuides system to prominently share information about each of the team members. They’ve included photos and a button that connects students and faculty with the librarian’s LibCal Appointments availability or email.

There is no more accurate word for this time than unprecedented. The COVID-19 pandemic has forced academic, public, school, and special libraries around the world to move services entirely online. While it is a daunting task to provide excellent service to patrons virtually, librarians have answered the call. The innovation, out of the box (and onto the screen) thinking, and the absolute willingness to successfully shift to stay engaged that librarians are displaying is inspiring to us all here at Springshare.

Staying Motivated: Springy Projects & Professional Development

In the U.S., we’re about two weeks into social distancing and/or working exclusively from home, and we’ve started to settle into the new daily routine… at least for now. If we’re lucky enough to have flour, we’re stress-baking. We’re watching every TED Talk. We’re enjoying nightly Shakespearean sonnet readings. We’re video chatting with friends near and far.

For those who’ve also found themselves figuring out new responsibilities while they’re at home or the library is empty (or they simply can’t sit still), now may feel like a good time to start on items lingering at the bottom of the to-do list. It may also feel like a great time to find ways to avoid that to-do list. 😉

In this spirit, we’ve created an “It’d be great if I…” list of Springy-related projects to help you capture that motivation, take advantage of your product’s features, learn a new skill, or pass the time! While we’ve separated it by product, some of these ideas and skills could be applied to more than one.


LibGuides

Watch all of our training videos!

  • Strategize SEO: Review and update your site’s content to improve your search engine optimization. (newsletter tip)
  • Prep for summer: Create attractive reading lists to support your online summer reading program. (training video)
  • Fix JQuery: Find it before you realize it’s causing a code conflict. (newsletter tip)
  • [CMS & optionally LibAnswers] Create a virtual workplace / staff intranet. (training video)
  • Learn HTML and CSS.
    • Take an online class through sites like LinkedIn Learning (formerly Lynda.com) accessed through your local library, Codecademy, freeCodeCamp, or Udacity.
      • Some courses provide a live space to practice coding. Please use these and not your LibGuides site. 🙂 We are unable to fix custom code or create it for you.
    • Pro tips for adding custom HTML/CSS/JS into your site:
      • Use media/widget assets for all custom code added to guides so you can troubleshoot your code. We can’t stress this enough!
      • [CMS only] Create a new group to use as your sandbox and add code to its look and feel area.

Did you know that our newsletter includes LibGuides tips and tricks? The early March edition included Springy site cleaning ideas. Sign up to receive the next issue, slated for sometime this summer. 😀

LibAnswers

  • Create a robust internal staff knowledge base: Break out policies, login details, and staff-only information into individual restricted FAQs. It’s easy to search, browse, embed, and link them! (SpringyU FAQ groups and individual FAQ courses)
  • Start a virtual scavenger hunt using SMS. (training video)
  • Perform a full site cleaning. (training video)

Take the SpringyU course.

LibCal: Migrate from Room Bookings to Spaces

We haven’t set a sunset date yet, but it will eventually happen. Over the last few years, our development team has been busy adding new features to Spaces, the new room bookings module. Now is the time to complete the migration process, while your physical library doors are closed or your study rooms have reduced bookings.

Spaces features:

  • Easily set and change the opening hours rooms by campus/branch, location, or type.
  • Create and manage recurring bookings.
  • Set regular account permissions to limit who can create and edit bookings, mark who showed up, and adjust opening hours.
  • Create calendar events from the Spaces booking.

Take the SpringyU course pictured above and check out our FAQ that spells out this process from start to end.

LibWizard

  • Collect stories from students and patrons to build an online archive of your community’s experiences. (forms Springboard)
  • Survey your patrons to discover what types of online services they’d like to see. (surveys Springboard)
  • [Full subscribers] Create tutorials on how to access library resources, add LibGuides content to Blackboard/Canvas, or anything else that comes to mind! Extra credit if you create custom videos and images. 🙂 (standalone and embedded tutorials Springboards)

It can be difficult to stay motivated during this time, but we hope this list will provide you with some inspiration. For even more learning opportunities, register for an upcoming training session.

Thank you to everyone who has checked in these past few weeks. Wishing you all safety, good health, and even a few moments of peace during this crisis.

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

Spring 2020 certainly has been an interesting beast thus far, and we at Springy HQ hope that you and yours are safe and healthy! We are an all-remote workplace, and as such have continued to chug along in our jobs (albeit with new office mates in a lot of cases!), supporting so many of you in your newly-remote work, and coding up exciting new features that we hope will make your jobs a bit easier.

We are trying something new with this release-related blog post. Below you will find the features that we think are most exciting and important in all our apps. We feel it important to let you know about all the features we’ve worked on, though, so we are also going to start publishing Release Notes. You will need an account on the Springshare Lounge to view the notes. These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, April 3, 2020.

One last thing before we get to those features! We’ve updated the Support widget that is displayed on every admin-side page. We’re connecting you directly to documentation in this widget, so that you can get help even faster. Search through our comprehensive FAQs to find concise help on any topic. If you don’t find your answer, scroll to the bottom of the FAQ page to submit a question: *

screenshot

*With apologies to U2. And no, it wasn’t Cindi’s idea, but it might be why she took this job. 🙂

Read about: LibAnswersLibCalLibGuides | LibWizard | LibStaffer | LibCRM | LibInsight

LibAnswers

With this release we have more fun new features and key chat and Co-Op improvements to share!

New LibAnswers Features

  • Ticket Countdown Alerts – If your site requires responding to a patron reply within a specific timeframe, use the new “Reply Timer” feature to give your site a visual indication of the amount of time remaining to reply to the patron. When this feature is enabled, a color coded (green / yellow / red) timer label is shown within the Dashboard and Tickets Knowledge Base Explorer to help notify your staff of time remaining to reply. Admins can head to Admin > Queues > Edit Queue > General Settings to enable this feature.
  • Bulk Edit FAQs – For sites who manage a lot of FAQs, we’ve added a new “bulk edit” feature, which allows you to publish and unpublish FAQs and/or change their group affiliation. Head to Answers > FAQ Entries, use the checkboxes to indicate which FAQs you want to change, and choose the action you’d like to take.
  • Policy FAQ Preview links – Admin-level users who maintain your site’s policy FAQs will now see a “preview” option on the browse FAQs and edit Policy FAQ pages. This option allows them to see how the FAQ will display within the LibChat operator screen when cooperative librarians respond to chats from your library’s patrons.
  • Institution Coverage Reports Update – In addition to displaying Co-Op chat monitoring activity, Institution Coverage Reports now also display the total number of chats that were claimed and answered during each shift. Co-Op and Institution Admins can head to the Co-Op > Reports > Chat Monitoring Activity to see this report.

Updates for Shared Group Systems

  • Group Member Admin account level – Good news for admin users in Shared Group Systems – we’ve added a new account level in Shared Group Systems for Group Member Library Administrators. This account level is currently able to add / edit / delete accounts, but only within their assigned Group Member Library. In the future, this account level will also be able to edit the policy FAQs for their Group Member Library and leave feedback on chat transcripts that are associated with their library. To assign someone to a Group Member Admin account, System Account holders can head to the edit account screen > Add/Edit Account > Account Type: Group Member Admin.
  • Adjusted Chat Transcript Visibility: We’ve adjusted our approach to chat transcript visibility in Shared Group Systems for librarians who are assigned to a Group Member Library. Now librarians who are assigned to a Group Member Library will be able to view all chat transcripts that originated from chat widgets affiliated with their library, as well as transcripts that were answered by librarians from that Group Member Library. Users in Shared Group Systems can see this change by heading to LibChat > Transcripts.

QuestionPoint Data Portal

With this release, former QuestionPoint clients will now see a special portal page for viewing historical QuestionPoint data. This portal page includes the top level Institution Stats report for viewing stats on the total questions answered by each institution. We’ve also included a portal for each site’s previous QuestionPoint Service History, which provides access to the past 3 years’ worth of chat and email interactions from your QuestionPoint system. Admins can head to Admin > QuestionPoint Data and select a report or transcript to view.

Smaller fixes and Miscellany

  • Co-Op Duplicate Operators – We’ve fixed an issue where, in some cases, some operators from other systems were displaying more than once.
  • Co-Op Users Going Offline – Related to the above issue, we’ve also fixed an issue causing operators from other systems to show as online when they had gone offline.
  • Policy FAQs Jump – We’ve fixed a display issue that affected chat operators viewing the policy FAQ from another library.
  • New Window Link Targets – We fixed window targets in the question form and in System Status Management posts so that they open in a new window if set that way.
  • Searching Public FAQs from Internal Chats – We’ve fixed a problem that prevented searching public FAQs from within internal/1:1 chats in the new chat dashboard.
  • Institution Activity Date/Time Reports – We’ve adjusted the way we display data in Institution Activity Reports to display in the user’s local timezone, instead of always displaying in UTC.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibCal

We’re thrilled to bring you some great new LibCal features!

Appointments

We’ve added a calendar view that will display all currently-booked appointments.  Filter this new view by individual or all users, hover over an appointment to view details, or click details in the bottom pane to edit. Head to Appointments > Calendar to check out this new view!

We also have a few Accessibility fixes for Appointments:

  • We corrected contrast errors and addressed keyboard navigation issues for headings and buttons when making a booking.
  • We fixed an issue causing keyboard focus to be lost inside the information modal in appointments.

Calendars/Events

You can now attach files to events! A limit of 5 files (20MB per file) can be attached to a calendar event.  The file attachments will display on the public event page(s) as downloadable links.

Registration form responses are now viewable on the Registrations and Waitlist tabs, when managing an event. To change which fields are displayed in the table, click the ‘Columns’ button. 

  • When deleting a location, you can now choose “No Location” as its replacement. Once your location is deleted, any events using that location will be changed to “No Location.”
  • When adding a full registrant to a series linked event on the admin side, you can now add that registrant to all events in the series or to the selected event and all future events in the series.
  • We added a language customization option for the ‘More’ link on public event cards.

Equipment/Spaces

Make your Availability grid stand out! Now you can add patterns/stripes to the admin and public page availability grid.  Head to Admin > Equipment & Spaces > Settings to add patterns to your statuses.

  • Granular Locations Access: We’ve added a new permission at Equipment & Space > Manage Locations, so that you can grant Regular users access to each location.
  • View check-in information: The Equipment Booking Explorer will now display which user Checked In or Checked Out an item, along with the date and time of these actions.  Head to Equipment > Booking Explorer to view this new functionality.
  • We’ve added support for email tags in the email templates subject line.
  • We’ve added the ability to copy equipment bookings from the ‘Check Out’ & ‘Check In’ pages.
  • A language customization has been added for the public page(s) error when a user exceeds their weekly booking limit.
  • The ability to post past equipment & space bookings through the API when using the ‘adminbooking’ parameter has been added.

We also have these accessibility fixes to bring you:

    • We mitigated errors on the public equipment page.
    • Headers on an individual Spaces pages were skipping from h1 to h4 to h2.
    • Keyboard navigation issues.

Miscellaneous

We’ve added an email notification for Exchange/Google sync/auth failures.  Currently, this email will alert any emails that are added for  Appointments OAuth and EWS connection errors and Spaces OAuth connection errors.  Future support is coming for Spaces EWS and Appointments, Calendars & Spaces Google connection errors.

Accessibility fixes have been completed for the following on multiple public pages:

  • Public pages that had nonconsecutive h1, h2, h3, h4 elements
  • Color Contrast errors

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

LibGuides and LibApps started our release-week party early! Check out last week’s blog post for what’s in this release, which is also expected to be complete by April 3.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibWizard

Privacy Scrub Tool

The long-awaited Privacy Scrub tool is is available now! With this new functionality, you can specify which fields in your LibWizard items are scrubbed on a rolling, monthly basis. Admin users head to Admin > System Settings > Privacy Data Scrub page to complete the form to activate this feature for your site. There are also a few fields that you can optionally set to scrub for your system as a whole, since every form has the potential to save IP addresses and information about the submitter (name, email, phone).

Once it’s activated, admin-level users can also see when the scrub was enabled, and what it’s set to scrub, from this location.

Admin Privacy Scrub

In individual items, find this new setting by editing any item in the system and going to Options > Advanced > Configure Privacy Scrub. For each field that appears in the list, select whether or not you’d like to scrub that field.Privacy Data Scrub Settings

Additional Improvements

  • We fixed the issue where individual feedback wasn’t being saved properly for existing fields.
  • We’ve fixed the Pre-filled URL for time for date fields.
  • Pre-filled URL works with LibAuth authenticated forms.
  • The ‘Jump To Slide’ function when previewing standalone slides now works as expected.
  • Data Submission Notices are displayed properly for all tutorials.
  • We’ve fixed the issue where the banner header was still being displayed for widgets in pages that have the ‘Do Not Display Banner Header’ checked.
  • Last Updated and Last Updated By information is available in the F/S/Q/T list page.
  • We’ve updated the behavior for ‘Require correct answer to continue’ fields by adding in a new language text that will be displayed if that field does not have any feedback (individual, wrong/correct) enabled.
  • The Standalone Tutorial iframe has been updated so that it will behave as the ‘top’ window, allowing any embedded websites to behave as if it were the top window. This helps when embedding third party sites that may check to see if it’s the top window. For example, the World Health Organization page has a logic to redirect itself from the iframe if it is not the top window.

We also have these accessibility fixes to bring you:

  • We’ve added additional color settings for feedback styling. This includes wrong, correct, and informational feedback looks.
  • We’ve fixed “Link Purpose” errors on the Form, Survey, Quizzes, and Tutorials (F/S/Q/T) list pages.
  • We’ve added appropriate descriptive labels for the F/S/Q/T list pages, field editor modals, Admin pages. Text input fields have the appropriate descriptions via aria-label tags.
  • The ‘title’ on public forms has the proper ‘title’ tags.
  • Tutorial > Select/Edit slide breadcrumb color has been updated to conform to W3C’s color contrast criteria.
  • We fixed an error coming from the top navigation menu.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

We have the following LibStaffer features and fixes ready to deliver to you next week!

Schedules/Shifts
  • We’ve corrected an issue when editing shifts that have been previously synced to Outlook. Any edits will correctly reflect changes in Outlook.
  • We fixed an issue causing the end date to not appear when editing a recurring shift using the ‘From This Date Forward’ option.
  • The 24-hour time format correctly displays in the Schedules calendar view, shift details time display, and picker.
  • Accessibility fixes have been done for the ‘Copy Shifts’ page.
Time Off
  • Elevated Regular users who have the ability to approve Time Off will only see accounts associated with the schedules where they have that permission.
  • We’ve corrected an issue where the ‘All Day Event’ was not working properly at the start of Daylight Savings Time.
  • The 24-hour time format correctly displays on the Time Off calendar view and Time Off record entry time picker.
  • Accessibility fixes have been completed for the Time Off calendar and staff timeline view.
Misc.
  • You can now enter Holidays using a date range vs. adding the days one-by-one! Head to Admin > Holidays to check out this new feature.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

This LibCRM release brings Custom Fields for Interactions and some improvements to the dashboard and navigation bar, as well as a bunch of small changes and fixes.

Custom Interactions

We’ve reworked the way interactions were set up in the system. Interactions can be completely personalized by showing / hiding system fields and adding / removing custom fields (as you do for profiles)

Interaction Types tab: since they have similar behavior as profiles now, interaction types are no longer in the Manage Form Fields / Categories & Terms tab. Instead, Interaction Types has its own tab at the top of the page.

In this “Interaction Types” tab, you can create new types of interactions.

Important:  this is a required field. When this feature goes out, all interactions will be given the type “Unknown.” You can customize your types from here, but this default type cannot be deleted or edited.

Fields for Interaction Types tab: Create custom fields that will be displayed when creating/viewing an interaction. Custom fields for interactions present the same level of flexibility as the ones in profiles (view, create, delete, edit). As in other places, the system will provide some basic “Interaction System Fields” that can’t be deleted or edited, to ensure your data stays organized.

  • Improved interaction performance: we have tweaked the way the system works in order to make working with interactions faster.
Additional changes
  • We have turned the At a Glance panel into a way to quickly navigate to the information presented. Clicking the link redirects you to the specific module of the system.
  • We removed the “New” dropdown from the navigation bar. Go to the respective areas to create new content.
  • Also note that the Help link is no longer a question mark. Click “Help” to jump to documentation.
  • Search filters selected by default: when using the search box in the navigation bar all the search filters are selected by default, effectively searching the entire system.

Profiles
  • We have increased the “Description” character limit from 255 to 1000 characters.
  • We have added a link to create a new type right next to the “Select Type” option when creating a Person/Organization profile or and Interaction. That way the user won’t have to leave the creation process to create a new type from the Manage Form Fields page and then come back to the create entity process and complete it.

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LibInsight

We’ve updated our Cross Dataset Analysis codebase to be more efficient and manageable! We’ve also included two new aggregate types for cross dataset analysis: Hourly (up to two days) and Daily (up to one month).

Fixes and Improvements
  • We’ve fixed the issue where admins could not access Shared datasets via Admin > Manage Datasets page. Clicking the Shared dataset name will take you to the Record Data screen and not the LibInsight Home landing page.
  • The ‘View Statistics’ link has been fixed for Shared datasets.
  • The broken link ‘+ Add new SUSHI Credential’ on the Counter 4 datasets edit platform page has been fixed.
  • If you have LibCRM, then LibCRM will be available in the top navigation menu links (in the blue dropdown left of ‘Home’).
  • The Created Time for COUNTER 5 datasets has been updated to Local Time Zone format from UTC format.
  • Better handling of invoice file uploads by checking to see if the file actually uploaded successfully.
  • Cross Dataset Analysis will include two new aggregate types: Hourly and Daily.
Accessibility
  • All charts are now fully accessible.
  • The required fields for any dataset that has a form for data input have the proper aria-required properties.

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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 throughout 2020. We are always here for you if have any suggestions or questions.

Tips & Tricks for the Remote-First World

As more and more schools are closing, events are being canceled, buildings are shutting their doors, and people are remote-working where possible in order to help slow the spread of COVID-19 and flatten the curve… your organization is facing a critical and time-sensitive situation. How do you provide virtual services to your patrons?

Here at Springshare, we know you’re under a lot of pressure and we’re here to help you adjust quickly and ensure that your library can provide effective support to online learners and community members that cannot physically be in the library. But first things first, we want to assure you that your Springshare Service will continue uninterrupted during the coronavirus (COVID-19) outbreak.

Academic & K12 Institutions

With most, if not all, courses at your institution being taught online, it’s important for your library to be where your students are. Whether that means embedding library services and content in courseware or providing remote research consultations…. if they’re remote, you need to be remotely accessible too.

Courseware Integration – Adding LibGuides, LibAnswers Live Chat, and LibCal Scheduling Services

We’ve written this stellar FAQ on three different ways you can embed your LibAnswers and LibChat content in your Blackboard, Moodle, Canvas, Sakai, and other LTI-compliant courseware tools.

The first method outlines using LibGuides CMS’ LTI-integration which allows you to embed not only a LibAnswers FAQ search box and a live LibChat widget, but also links to related LibGuides, LibCal appointment scheduler for online/remote research consultations, content-specific library databases, and more.

LibGuides CMS LTI Tool – creating a Library Resources page in Canvas with LibGuides, LibAnswers, and LibCal.

If LibGuides CMS is not in the cards, don’t worry – the other two ways outlined in the FAQ provide detailed instructions for embedding LibAnswers and LibChat widgets using either Javascript or non-Javascript methods. Bottom-line, if you need to integrate the library’s virtual reference services into your courseware tools… we’ve got you covered.

LibAnswers Screensharing + LibCal = Booking Virtual Appointments

If classes have gone virtual, your students still need research consultations – albeit virtually. Use LibCal Appointments to setup, manage, and communicate online appointments and conduct those sessions using LibAnswers Screensharing. LibCal Admins, learn how you can setup the Appointment Scheduler for optimal usage. We even have a dedicated training session available to show you how you can use LibCal for booking virtual help.

  • Training Session – Use LibCal Appointments to Book Virtual Help/Reference Sessions: Learn how to use LibCal to allow users to book Online Help Sessions with Appointments. We will look at using LibCal’s Appointments module to make it easy for your patrons to book one-on-one virtual appointments with you. Whatever your online hosting service is, from Skype to Zoom to Screensharing in LibAnswers, we will look at how to make this service more accessible to your patrons. Some settings that we discuss are Admin only, but all are encouraged to attend.
    • Thursday, March 19: 2:00pm – 2:45pm U.S. ET

Public / State Libraries

Though your buildings are closing their doors, there is a need now, more than ever, to effectively communicate and share extremely important public safety information with your community. We’ve seen an uptick in the creation of COVID-19 LibGuides, especially as it relates to sharing information on what public services are available, what’s closed, and more. Your LibGuides help shatter myths about the virus and communicate real facts and tips. Here are some of our favorites.

COVID-19 LibGuides:

 

All Libraries – Virtual Reference & Instruction Services

No matter what type of library you’re from, if your doors are closing for two weeks, a month, or longer, you might be exploring ways to provide virtual reference & instruction services to your patrons from the comfort and safety of your home to the comfort and safety of their home.

LibAnswers Virtual Reference Platform

If you need assistance with quickly pivoting to remote-only virtual reference service we can help with that. If you do not have an effective online chat platform with email reference capability, FAQ creator, live chat with screensharing & webinars functionality, and social media monitoring, or if you haven’t yet set some of these options up in your system, we can get you up and running on our LibAnswers platform quickly, including plenty of training / online help: live and recorded sessions, Springboards, and SpringyU courses on FAQ Groups (limit to LibAnswers).

  • Pro-tip Idea: You can use the LibAnswers Systems and Status Dashboard to share the status of various institution, city, or community services. Is the dining hall closed till further notice? Mark it as closed in your Status Dashboard. Is city hall accepting only pre-booked appointments? Note that in your Status Dashboard.

LibWizard Self-Grading Quizzes & Interactive Tutorials

Some of you are getting word out that your doors are closing and that you’ll switch to online services exclusively with just a few hours or maybe even a full day of notice…if you’re lucky. If you’re scrambling to develop lesson plans or instruction packets for K-12 students who are facing school closures for 2 – 5 weeks or college-level students who are going 100% virtual through the end of the semester, create LibWizard self-grading quizzes and/or interactive tutorials.

LibWizard quizzes and tutorials:

  • Work on all devices from tablet to computer;
  • Allow you to create an unlimited number of self-grading quizzes and tutorials;
  • Provide real-time formative assessment with correct/incorrect help text;

For public and K-12 libraries, consider liaising with your local K-12 schools to assist teachers in creation of tutorials and quizzes. Academic libraries, reach out to faculty and consider embedding a tutorial or quiz inside courseware. Public librarians, your patrons are self-quarantining and really want to download some ebooks. Create an interactive tutorial teaching them how to search, find, and download ebooks.

LibWizard Interactive Tutorial on Downloading eBooks

 

All Libraries – Bulk Canceling LibCal Appointments, Spaces & Equipment Reservations

If your building is closing suddenly, there’s a good chance that patrons have scheduled in-person appointments and reserved spaces/rooms & equipment via your LibCal Appointments, Spaces & Equipment modules. Now you have to cancel a lot of upcoming reservations and appointments…quickly. We’ve coded and released a new bulk delete feature for the LibCal Appointments, Spaces, and Equipment modules to help you with that process. This feature will be available to all regions by Tuesday, March 17.

LibAnswers 24/7 Global Cooperative

If you need extra (online) hands to staff and monitor chat to ensure after-hours, regular hours, or full 24/7 coverage, we can help with that, too. Our LibAnswers 24/7 Global Cooperative is the largest virtual reference cooperative in the world and our co-op librarians can lend a helping hand.

For those libraries who are already members of the LibAnswers 24/7 Global Cooperative, you might be noticing an increase in your virtual reference traffic due to campus closures, event cancellations, etc. We want to assure you that we are prepared to handle increases in chat traffic due to COVID-19. Our service philosophy, irrespective of COVID-19, is that we monitor incoming chat traffic trends and adjust staffing accordingly. This is to ensure that your patrons will enjoy shorter wait times and receive high-quality chat reference assistance 24/7/365.

COVID-19 Dedicated Training Series

Quickly pivoting to working from home might be new territory for you, so we’ve created several training sessions that cover: ways you can communicate important information to your community, building a LibGuide for a class that’s gone completely digital, and more. Can’t attend any of the below sessions? Don’t worry, all sessions are recorded and available online shortly after the session is held.

  • Keeping Important Info Up-to-Date with LibAnswers Widgets – manage important information about your library, school, university or business, etc, in relation to the current crisis. By creating a COVID-19 FAQ Group in LibAnswers embedding and updating important information will be easier. With widgets you will only need to update information in one location and it will automatically be updated everywhere your widgets have been used.

    •  Monday, March 16: 1:00pm – 1:45pm U.S. ET

  • Build-a-LibGuide for a Class That’s Just Gone Digital – with changes to how classes are being conducted, we need to adapt our methods for sharing information and resources. Join us for a 40 minute session where we will look at creating a guide to support a course that has just gone online.  This session assumes a base knowledge of LibGuides. If you are new to LibGuides we recommend that you watch or attend the Building a Guides Session prior to this one.
    • Wednesday, March 18: 2:00pm – 2:40pm U.S. ET
  • Use LibCal Appointments to Book Virtual Help/Reference Sessions –  learn how to use LibCal to allow users to book Online Help Sessions with Appointments. We will look at using LibCal’s Appointments module to make it easy for your patrons to book one-on-one virtual appointments with you. Whatever your online hosting service is, from Skype to Zoom to Screensharing in LibAnswers, we will look at how to make this service more accessible to your patrons. Some settings that we discuss are Admin only, but all are encouraged to attend.
    • Thursday, March 19: 2:00pm – 2:45pm U.S. ET
  • Engaging Online Learners with Quizzes & Tutorials – with the move to online instruction across the world, learn how you can create online quizzes and tutorials using LibWizard to supplement your instruction programs.

    • Tuesday, March 24: 2:00pm – 3:00pm U.S. ET

Bottom-line: we know that this is a very stressful and unnerving time-period. Both you and your patrons are going through a drastic shift, and we want you to know that we’re with you each and every step of the way. Springshare has you covered.

Grand Ole Lineup of Presentations @ PLA Nashville

PLA 2020 - Booth 641

While our stage won’t be as majestic as The Grand Ole Opry, we do have a sizzling line-up of presentations that are guaranteed to entertain and inform you and you won’t need a special membership to watch. From Wednesday, Feb 26 – Friday, Feb 28, we have a star-powered lineup of guest speakers plus in-the-flesh Springy trainers sharing tips, ideas, and strategies that are bound to get you dancing in your seats with excitement!

Stop by our booth #641 or watch our live-stream of select sessions on our Facebook page. These sessions will be archived and made available after the event on our Facebook Video page.

Important Tidbits:

  • You do not need to have a Facebook account to view the live-stream or archived videos… just ignore the login/sign-up information and continue.
  • If you LIKE our page, you won’t miss out on future streams of guest speakers, etc.
  • If you adjust your Springshare notifications to ON, you’ll receive notifications in your Facebook feed for product updates, videos we share, and more!

Guest Speakers – Streaming LIVE on Facebook

All times listed are in U.S. Eastern Time.

Ask Us: Using LibAnswers for Online Reference in a Multi-Branch Library

Presenter: Sara Nielsen, St. Charles City-County Library
Wed, Feb 26: 4:30pm – 4:45pm

Sara will discuss how they use LibAnswers for supporting online reference at the St. Charles City-County Library system.


Managing Public Library Room Reservations with LibCal

Presenters: Brigid Day & Katie Creecy, John P. Holt Brentwood Library
Wed, Feb 26: 5:00pm – 5:15pm

Katie and Brigid will explore how they use LibCal to manage the public room reservations at the John P. Hold Brentwood Library.


LibCal is the Foundation of My Programming

Presenter: Victor Baeza, Oklahoma State University
Wed Feb 26: 5:30pm – 5:45pm

Victor will present on how he is using LibCal as the foundation for his different programming activities. Using examples from his work with graduate students, he will show how LibCal can be used to develop, coordinate, and manage programming at any type of library, and across various locations/campuses.



LibCal & BiblioEvents Integration

Guest Speaker: Maxine Levine, BiblioCommons
Wed, Feb 26: 5:45pm – 6:00pm

Explore a unique integration between BiblioEvents and LibCal’s Spaces Bookings! Staff who are scheduling events in BiblioEvents will be able to check and reserve rooms for that event inside LibCal Spaces.


Scheduling Staff at a Large Public Library with LibStaffer

Presenter: Gianna Gifford, Boston Public Library
Thu, Feb 27: 9:30am – 9:45am

Gianna will present on how the Boston Public Library system schedules hundreds of staffers across 20+ branches inside one LibStaffer system.


Product Flashes: Sneak-Peeks, Tips, & New Ideas.

All times listed are in U.S. Eastern Time.

These Springy-led presentations are quick 15 minute flash sessions designed to either give a sneak-peek at a new Tool or showcase how you can use a Springshare Tool in a new and innovative way. Bottom-line, you’ll walk away with actionable and useful ideas you can implement right away.

LibGuides:

Create Interactive Summer Reading List, Staff Picks & More!

In this session, learn how to create amazing reading lists to share with your patrons. We’ll cover how to add books from the catalog, use gallery boxes to create beautiful book carousels, and use links to get users to canned catalog searches, ebooks, and more.

LibAnswers:

Answer Patron Questions with LibAnswers… Even When They’re Not in the Library

Provide patrons with live chat reference from your library website, catalog, or any webpage with optional 24/7 coverage. Turn frequently asked questions into searchable FAQs and answer patron tweets, Facebook posts/DMs, and SMS/Texts all from one interface.

LibCal

Charge for Events, Spaces & Equipment 

Explore how LibCal’s billing module helps you charge for events, room bookings, and equipment reservations. Charge for consumable things like art supplies, 3D printing materials, and more. Collect payment online (credit card / debit card) or in-person (cash / check). Offer special discount codes that apply towards payment.

Manage Room & Equipment Reservations – If you Have It, We Can Help You Check It Out

Make study rooms, laptops, wifi hotspots, meeting spaces, event spaces, and other types of rooms and equipment available to the public for online reservation.

Create Events & Book Spaces with Equipment Seamlessly

Make use of seamless integration within LibCal. Create an event and book spaces and equipment at the same time, seamlessly.

LibInsight

Count Library Activity with LibInsight

Use LibInsight to help you keep track of your library’s activity. Record and analyze reference questions, door counts, circulation numbers, event statistics, and more.

LibStaffer

Staff Workers, Volunteers, & Pages with LibStaffer

Whether juggling multiple service points with different staffing needs and duties, or handling restrictions on who can work when and for how long, LibStaffer takes the hard work out of staffing and scheduling so you have time for more important projects.

LibWizard

Train Staff and Volunteers with LibWizard’s Self-Guided Tutorials

Use LibWizard interactive tutorials and quizzes to internally train staff and volunteers. Learning is self-paced, self-grading, and provides opportunities for formative assessment.

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

What better day to share the details of our upcoming release than Valentines Day? Sending some love out to our favorite people in the form of features & fixes across our apps!

These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, February 21st.

There’s one change that we are making across all apps, to make all your sites more secure: we’re deprecating a web server protocol called TLS 1.1. Protocols like TLS are used in browsers to create secure communications between the server that you’re requesting content from and your browser. Like everything on the Internet, protocols age and get replaced by better and more secure protocols. It’s time to say bon voyage to TLS 1.1!

Read about: LibAnswers | LibCal | LibWizard | LibStaffer | LibInsight | LibGuidesLibCRM

LibAnswers

This LibAnswers release brings you tons of nice to have features and fixes in anticipation of the Co-Op Go Live on February 28th!!

Co-Op New Features

For users who have joined one of our Co-Ops as a contributing member (where your librarians will answer chats on behalf of the Co-Op), we have some exciting new features to share!

  • Institution Activity/Coverage Reports – If your library answers chats on behalf of a Co-Op, exciting news – we’ve added a bevy of new reports on your institution’s participation in the Co-Op. These reports are designed to give Institution and Co-Op Administrators all the information they need related to chat monitoring, and display a breakdown of the total number of hours that all users in a given institution have provided in a given time period (and in future, they will also include information about the total number of chats that were answered within that same period). They also show you a detailed breakdown of the participation levels from within a specific Institution, so you know at-a-glance how much your librarians are contributing! To see these new reports in action, Co-Op and Institution Admins can head to Co-Op > Reports > Chat Monitoring Activity.
  • Co-Op Canned Messages – With this release we’re also adding canned messages that can be shared by all librarians who participate in a given Co-Op! Co-Op admins can add new canned messages by heading to Co-Op > Admin > System Settings > Canned Messages. Once created, these canned messages display in the chat operator console for all librarians who are answering a chat that has come in to that Co-Op.

LibAnswers & LibChat New Features

  • We have a couple of key features to share for users in Shared Group Systems. A Shared Group System is a LibAnswers site that is shared by librarians at multiple libraries. New features include:
    • Group Member Filter in chat statistics and transcripts: It’s now possible to filter your LibAnswers chat statistics and chat transcripts to those that were answered by librarians at a specific Group Member Library. To see this in action, head to LibChat > Statistics or LibChat > Transcripts.
    • In combination with the above, we’ve also limited visibility of LibChat statistics and transcripts within these systems. Now, Regular level users in your LibAnswers system can only view statistics and transcripts on chats that were answered by librarians at a specific Group Member Library. Admin level users in your LibAnswers system will continue to be able to view statistics and transcripts on all chats in your system.
  • We’ve updated the page title on the ticket answer page: Instead of using a page title that just reflects your LibAnswers system name, it now displays the original Question text. This will hopefully make these pages easier to find when you have multiple tabs open, and if you bookmark particular pages for later follow up, this will make those bookmarks more meaningful.
  • We’ve added Language Tokens for several LibChat in-chat messages. Language tokens and translations were added for in-chat messages (like “[patron name] is chatting”, etc.); these can be customized by going to Admin > System Settings > Language Customization > LibChat.
  • We’ve also added Language Translations for 2 email elements: “This email is sent from [system name] in relationship to [ticket id]”, and “Read our privacy policy.” These phrases will now receive appropriate translations when you set your system’s base language to something other than English (though please be aware that they can’t be directly customized).

Fixes and Miscellany

  • LibChat Copy and Pasting Links – Previously, some users saw issues when pasting in links that were surrounded by other HTML (which often seemed to be the case for permalink-type links that are displayed in various database search results pages). We’ve updated the way we handle content that’s pasted into the LibChat chat pane to better detect when a link has been pasted in and preserve that link as a clickable link.
  • Active Chat Counts on the transfer chat screen: We received reports from several users that the active chat counts they were seeing were suspiciously high; after investigation, we determined that we were not properly accounting for when a chat was ended by the patron. This is now addressed and the active chat count should now be accurate. To see this in action, head to the new chat dashboard, pick up a patron chat, and select transfer chat.
  • RSS Feed Timestamps in the System Status Management (SSM) Module: previously, the RSS feeds provided by the SSM Module would always include a label indicating the timestamps were in UTC. We’ve updated this behavior so the RSS feeds now indicate the proper timezone associated with a given timestamp. To see this in action, head to Status Management > RSS Feed and note that the timestamps will indicate your system’s local time zone.
  • We’ve fixed an issue where, when initially creating an Address Book entry, the first and last names of the address book user were flipped (so first became last, and last became first). To see the correct behavior in action, admins can head to Admin > Accounts > Address Book and create a new address book entry.
  • Group Level Language Customization: Previously, if your site had both site level and FAQ group level language customizations for the same element, the site level customization was not being saved properly. This is now fixed, so both site and FAQ group level language customizations will be saved and applied as expected.
  • We’ve fixed an issue with notification emails not being sent when a new ticket is merged with an old ticket. This is now resolved, and the original ticket owner will now receive a notification that a new reply has been added to their ticket.
  • In keeping with recent browser related security updates, we’ve updated LibAnswers to prevent the LibAnswers admin interface from being loaded in iFrames. This will provide a more secure experience for all LibAnswers users and will help reduce the potential for clickjacking related exploits of your LibAnswers system.
  • We’ve also included a number of under the hood performance improvements for a number of LibAnswers pages. This includes the LibAnswers Dashboard, the orange command bar that you see at the top of every LibAnswers page, and elements of the LibAnswers Question Form. While you won’t see any direct evidence of these changes, we’re happy to report that they’ll provide a snappier experience when navigating through the LibAnswers interface!

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

We’re excited to bring you lots of goodies in this latest LibCal release!

Equipment/Spaces

Features
  • We’ve added a “User History” option to the (admin-side) Booking Details screen. This new modal gives an Equipment and Space booking history for that user across all Locations.
  • An alert now displays on admin-side pages when making a booking for someone who is on the ‘Banned Users’ list, and includes a link to the ‘Banned Users’ page.
  • When a LibCal account holder creates an admin-side booking, both Equipment and Spaces Booking Details now display who created it.
  • There is a new user level permission for limiting access to the Hours tab in Equipment & Spaces Locations! Admin level users can set whether or not Regular users have access to that tab across the board or on a case-by-case basis. The default is to not allow access. Set this permission across the board by going to Admin > Accounts > Regular User Permissions > Hours Maintenance. Set it on a case-by-case basis by going to Admin > Accounts > Edit a particular user’s account > Permissions.
  • Cancelled bookings can now be copied to create new bookings from the search results in both the Equipment and Spaces Booking Explorer.
  • The Spaces API can now fetch ‘Admin-Only’ locations. We’ve also added a new optional flag, adminbooking, to the /space/reserve endpoint, which will make a booking bypass mediation and public booking limits.
  • A date column has been added to the Fines page search results when reviewing individual fine records.
  • A ’12 hour’ option has been added to the ‘Booking Lead Time’ option for Equipment and Space Category booking limits.
  • The export options on the Fines and Item Inventory page have been standardized for continuity.
  • If you used the Room Bookings module before using Spaces, the Room Booking form responses weren’t exported when using the Spaces Booking Explorer, though they appeared on screen. Now they export, too!
Fixes
  • Users are now prevented from adding custom hours date ranges if no Hours templates exist.
  • Accessibility fixes:
    • Proper input labels have been added for location, category, and ‘when’ on the public Equipment / Spaces availability grid as well as the addition of scope attributes on each time slot.
    • The screen-reader view for Equipment & Spaces no longer shows an empty drop-down menu if the only category at a location is private.
  • Improved display for Equipment items that have no image associated with them.
  • “Mediated Approved” bookings are now included in confirmed bookings from the /space/nickname API endpoint.
  • Equipment master item records set to lost/broken no longer bring up an “Item Not Found” page on the public side when clicking “More Details”.
  • We’ve added logic to prevent a child item from being associated with a deleted master item record.
  • Equipment & Spaces booking form questions show in the expected order on the mediation tab.
  • We corrected an issue with loading very long ‘Terms and Conditions’ after submitting a booking.
  • When LibAuth is used for Space bookings, editing the email of a booking now also properly updates the account field if both fields are the same.
  • A language customization for error/alert “Your email address must end in [domains]” was added.
  • The language customization for “Booking has been…” now properly reflects on the “Booking Cancelled” page.

Appointments

  • We’ve added a preview of the ‘Subject’ line when editing all Appointment email templates.
  • When using the ‘No Preference’ option in a group, Appointment time slot durations will use the duration of the shortest category associated with the group.
  • We’ve corrected an issue with the Appointments stats report where the Summary table (when filtering by a location and/or group) were not correct.
  • Accessibility fixes: Addressed a skipped heading level and keyboard navigation issues on the public Appointments booking page.
  • We’ve corrected a few language related issues, including fixes for the “User must cancel before x” notification on the public page, duration units (was always in English), and the {{START_TIME}} email tag for Appointment reminder emails.

Billing

  • Use the new ‘Export Data’ button on the Admin > Billing > Charges page to export the contents of the data table to a CSV file.
  • Equipment & Space Bookings that have been changed to a $0 cost now display correctly in the booking details.
  • A booking that contains multiple Items / Spaces from both mediated and non-mediated categories where Billing was enabled will no longer cause any issues when taking in-person payments.

Calendars/Events

Features
  • There is new Weekly view option on the public Calendar page.
  • Events with full registrations (and the waitlist enabled) now show how many registrations are on the waiting list.
  • We’ve increased the number of characters allowed in both the Campus & Location fields.
Fixes
  • We’ve corrected these issues related to events and registrations:
    • increasing and decreasing seats for events would move people off the waiting list and overbook the event
    • users coming off the waiting list were getting incorrect dates for series linked events in the confirmation email
    • users on the waitlist were being added to registrations in past series-linked events
    • updating a recurring series event registration close date/time would re-open registration for past events in the series.
    • registering for a series linked event in the middle of a series will register the the user only for the most current and future events in the series
  • Fixed a problem where the Register button displayed the wrong status under some filter combinations.
  • The ‘Mini Calendar’ widget was showing single events multiple times when filtering by multiple categories / audiences. Each event now only shows once.
  • Calendar widget titles now display in the language you’ve set for your LibCal site.
  • Accessibility fixes:
    • Event titles, date, and time are now properly read by a screen reader on the Monthly calendar view.
    • Orphaned labels are removed if the Audience and/or Campus fields are not being used.
    • Public Calendar pages all have a properly ordered <h1> element and scope attributes for <th> tags.
  • The initial bulk export for events when integrating to a Google Calendar will no longer export events with the ‘Draft’ status.
  • The Event page editor now shows instructions for using the {{audience}} tag.
  • Category colors now display in the category filter list on the public calendar.
  • We fixed an issue where the “Add New Event” modal would pop up a second time if event templates were active.

Hours

  • There are new user level permissions for limiting access to the Hours area of LibCal! Admin level users can set whether or not Regular users have access to that area / what they can do there across the board or on a case-by-case basis. The default is to not allow access. Set these permissions across the board by going to Admin > Accounts > Regular User Permissions > Hours Maintenance. Set them on a case-by-case basis by going to Admin > Accounts > Edit a particular user’s account > Permissions.
  • A ‘Go To Date’ button was added to the Hours Preview section. 
  • Deleting a Location also deletes its departments and their exceptions.

Misc Fixes

  • Widget modals now bring focus to them when activated.
  • We have corrected various color contrast issues.
  • A re-used box can now be removed from an individual page in the ‘Homepage Editor’.

Upcoming LibCal Training Sessions:

Have you seen SpringyU? Get detailed training on setting up all areas of LibCal, even if you only have a few minutes here and there! The courses will walk you through everything you need to know, step-by-step. (Courses for other products will be added this year!)

Also check out our recorded sessions!

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LibWizard

We are thrilled to release some key new features, some necessary fixes, and an important announcement about a change to the LibWizard notification email address.

Bulk Submission Delete

You can now delete more than one submission at a time! Simply select the checkbox next to the individual submission reports you would like to delete. You can currently delete up to 100 submissions at a time by selecting the ‘Check All’ checkbox above the submissions (it only selects the list of submissions on that page).

 

Bulk Delete Submissions

 

Notification Email Address Update

With this release, LibWizard email notifications are sent from donotreply@libwizard.com instead of donotreply@libsurveys.com. This change was made to bring all domains up-to-date with the name/domain of the product.

If your IT department previously added donotreply@libsurveys.com to a trusted sender list (also known as a whitelist) for your email server:

  • Please add libwizard.com and (for now) leave libsurveys.com in place.
  • If you do not make this change prior to our update of our email servers next week, you may find that you are not receiving emails from your LibWizard system, because they are blocked by your email server. If you find that happens, please check with your IT colleagues to ensure that libwizard.com has been added to your trusted lists.
  • Once this change is in place, you can safely remove libsurveys.com from your trusted list.

Accessibility

Fixes and Improvements
  • Screen readers now read the intended date format required for a field, such as MM-DD-YYYY (read as “Date must be in MM dash DD dash YYYY format”) and YYYY/MM/DD (“Date must be in YYYY slash MM slash DD format”) as well as the original label.
  • Tab focusing is retained within modals/dialogs.
  • You can tab over the open/close buttons for embedded tutorials in websites.
  • Feedback error messages now have role=alert tags.
  • The HTML formatted though CKEditor’s underline and strikethrough settings is WCAG 2.1 compliant.
  • Required fields now have aria-required tags.

Feature Improvements & Fixes

  • Field Rules:
    • Having a combination of ‘Jump to’ and ‘Show’ field rules for the same field condition now works.
    • We’ve increased the character limit of ‘Then’ conditional field to 512 characters. If the choice exceeds 512 characters, a warning message displays.
    • The ‘Jump to’ conditional now works as expected.
  • LibWizard Full subscribers: we now have a public API for you to use! The API documentation is under Admin > API.
  • A page containing multiple LibWizard button widgets on the same page now properly opens the appropriate item for each widget button.

Data Scrubbing Tool – Coming soon!

With this new Privacy Scrub functionality, we’re making it easier for you to set which fields in your LibWizard items are scrubbed on a rolling monthly basis. An Admin level user at your library will still need to contact our support team to activate the scrub, but you can decide which fields get scrubbed on a form-by-form basis. There are also a few fields that you can optionally set to scrub for your system as a whole, since every form has the potential to have these defined user information fields: IP Addresses and any user submitter fields (name, email, phone).

You’ll find this new setting by editing any item in the system, then going to Options > Advanced > Configure Privacy Scrub. For each field that appears in the list, select whether or not you’d like to scrub that field. An Admin level user would then go to the new Admin > System Settings > Data Privacy tab to send in a request to enable the scrub for your system (which only needs to be requested once). They’ll also be able to go there to see when the scrub was enabled and what it’s set to scrub.

Privacy Scrub

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

We are excited to release the newest version of LibStaffer. Since the last update, we have upgraded some back end components – most notably, updating to Bootstrap 4. With the update of these components, the look and feel of some of the buttons and elements has changed slightly – but no need to worry! Everything is still located where it was before and LibStaffer functions exactly the same as before…it just looks a little fresher. 😄

As they say on TV: That’s not all! Check out the other awesome features & fixes coming your way soon…

Features & Fixes:

  • Schedules / Shifts:
    • In the ‘Manage Accounts’ tab, you can now choose which schedules are available in the “Schedule for” dropdown on the ‘Schedules’ page.
    • We’ve fixed an issue with the ‘Clear/Delete Shifts’ option so that clicking on any of the preset date options loads the correct dates. Previously, clicking the presets would show 2/29/2020 for both start and end dates.
    • We’ve corrected a shift assignment duplication issue when swapping shifts.
    • We’ve corrected an issue where the Clock In/Out grace period, when applied to the ‘Admin Clock In/Out’ function, could cause an error stating there were no shifts found for the user.
  • Reports:
    • Regular user accounts can now run the ‘Time Off/Unavailability’ Report.
    • We’ve fixed an issue with the Staff Current Status report, regarding which schedule is displayed for a user based on their most recent clock in record.
  • Time Off:
    • We’ve added the ability to add time off for multiple people in the same request. This feature is available for both ‘One Time’ and ‘Recurring’ time off entries.
    • We’ve added an option to remove existing shift assignments for a user if it clashes with a Time Off entry that is about to be approved. 
  • Workflows:
    • We’ve added the ability to customize the text of submission subject lines by allowing the selection of specific form fields.
    • The Notes field is now included in the CSV file generated when exporting a specific workflow form from the Submissions Explorer.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibInsight

We’re continuing to tighten up our code and do some important behind-the-scenes work on LibInsight; in the meantime we have some fixes to share!

  • When adding charts to a Dashboard, the fields on the Data Point tab now properly display in the dropdown.
  • We’ve updated the logic to hide the ‘Stacked View’ checkbox on Dashboard charts depending on the whether or not the y-axis is a select/multi-select field.
  • We’ve fixed a SQL error that was caused when a custom dataset chart was added to a Dashboard that had an Accounts List multi-select field with unique characters in the data.
  • We’ve fixed an issue where the ‘Sum of the field’ (for a Circulation dataset) displayed on Dashboard charts wasn’t calculated correctly.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

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LibGuides

Just one LibGuides update to bring you for this go-round. We are deprecating the “Remote Script” content type with this code release. There are more secure alternatives to including content from a system outside your LibGuides system, such as including scripts and CSS files at the system level, and using embed code or other widget code in a widget content type.

After this code release, existing Remote Scripts assets will remain in place, but their URLs will no longer be editable. You will also not be able to add new Remote Script content. If you would like to include content from another website in your LibGuides site, but you’re unsure of how to go about it, drop us a line, we’re happy to help!

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

LibCRM

This LibCRM release brings a new Interactions UI and a Bulk Import improvement.

Interactions

We’ve reworked the UI of interaction details to make it more user-friendly and allow you to find more useful information. We have also increased the amount of information coming from LibAnswers and LibCal in the form of interactions.

  • Reworked “New Interaction” flow: we reworked the UI of the page to provide a better user experience.
  • Created “Interaction Details” page: we moved the interaction details from a modal window to a page containing the details of the interaction.
  • Reworked “Edit Interaction” flow: we moved the edit interaction flow from a modal window to a page containing the details of the interaction in editable mode.
  • Reworked the information that is coming from LibAnswers and LibCal in the form of interactions. The information displayed now is the following:
    • LibAnswers:
      • Profile: person who asked the question in LibAnswers, who is the “Interacted With” profile
      • Owner: ticket owner in LibAnswers
      • Source: LibAnswers’ source
      • Date: date the ticket was created
      • Status: current status of the ticket in LibAnswers
      • #Messages: number of messages on the thread
      • Tags: associated tags
      • Link to LibAnswers ticket: URL to navigate to the actual ticket in LibAnswers
      • Notes: notes added by the user
      • Attachments: attachments added to the ticket
    • LibCal: information depends on the source of the ticket (Events, Appointments, Space, and Equipment Bookings)
  • Removed the ability to edit LibAnswers & LibCal Interactions, though you can add notes & attachments.
  • Removed the ability to delete LibAnswers & LibCal Interactions. The user can choose to hide them instead in Admin > Manage Integrations.
Bulk Import Improvement

In order to reduce the complexity of the import process, we once again enhanced our bulk import file to help you understand the expected format for each of the fields. Only the .xlsx file format has this update; if you need the .xls format, that will be available soon.

  • Styling & Adding formatting to the import template spreadsheet:
    • Adjusted column size to the size of the text for easy visualization
    • Highlighted header column
    • Highlighted required fields
    • Added the expected input format to each field

  • Styling & Adding formatting to the import page:
    • Adjusted column size to the size of the text for easy visualization
    • Highlighted header column
    • Highlighted required fields
    • Added the expected input format to each field

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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 2020. We are always here for you if have any suggestions or questions.

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

Happy New Year, Springyverse! We’re super excited to get new features out to you in 2020, including (later this year) the much-anticipated LibAnswers 24/7 Cooperative (go live date is February 28th for early adopters and May 29th for the whole cooperative)!

Our January release gets us one step closer to having live cooperative functionality and (of course!) includes great new features for LibAnswers, LibCal, LibGuides, LibWizard, LibInsight, and LibCRM. We also have one announcement about a change that affects all apps; we’re implementing this change due to a change in the way browsers will be handling cookies in the near future.

These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, January 17.

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

SameSite Cookies

First up, we have a change to bring you that affects all Springy apps. With this code release, all Springy apps include the SameSite flag for all cookies that are set within our apps. This is all completely transparent to end users (so there’s nothing for anyone to do!) and it improves security for everybody involved. As a part of their effort to improve privacy and security all across the web, Chrome is going to start looking for this flag in all cookies with their February 4, 2020 release of Chrome 80. Other browsers are expected to follow suit in the coming months.

This flag is meant to prevent the malicious use of cookies, particularly in Cross-Site Request Forgery (CSRF) attacks. The SameSite flag indicates whether each cookie can be used outside the website that created it. Cookies without this flag will fail in the new version of Chrome, potentially hobbling some website functionality.

You can rest assured that your Springy apps will just keep on trucking and we will be monitoring closely to ensure all goes smoothly for our customers!

Want to know more? Read this post, this other post, or the Chrome team’s explanation for developers for in-depth details.

LibAnswers

We have so many exciting features to share with you! This release brings lots of polishes and updates to the new LibChat dashboard, plus a bevy of nice-to-have features across the board.

But before we get into the new features, a quick side note: if your site hasn’t yet switched to the New Chat Dashboard we strongly encourage you to give it a look and make the switch! The new chat dashboard contains extensive functionality that won’t be available in the classic chat dashboard, including things like dedicated Department group chats, Screensharing capabilities, improved transfer functionality, customizable views, internal notes at the end of chats, and much, much more. When you’re ready to make the switch, Admins can head to Admin > LibChat Setup > Settings to switch everyone over to the new dashboard.

LibChat Features

  • Chat transcript with system messages included.System Messages Included In LibChat Transcripts – Now when you view a chat transcript, in addition to seeing the back and forth chat conversation with the patron, you’ll also see high-level system messages so you know when key actions happened in the course of the chat. For this first release, you’ll see system messages related to the following chat actions: Chat Transferred, Contact Information Requested/Received, Screensharing started/ended, and Co-Op Fallbacks (where a chat was answered by a Co-Op after waiting for X period of time). To see this in action, head to LibChat > Transcripts and view a new chat transcript.
  • Improvements to Multi Chat Overlay View – The Multi-Chat Overlay View gives you the ability to view and respond to multiple chats in the operator UI at the same time. We’ve made several polishes to this view, with a basic goal of reducing the amount of real estate that’s devoted to the various UI elements, and devoting more real estate to the chat pane. We hope that these improvements will make it easier to view and respond to a multitude of chats at once. To see it in action, in the new chat dashboard, head to Settings > View chats in Multi Chat Overlay.
  • Improved In-Chat FAQ Search Capabilities – Instead of showing a FAQ search box in a modal window overlaid over the chat, we’ve moved the FAQ search capabilities to a tab within the chat interface, which will show up next to the “Contact Info” tab for any patron chat. Making this change means that you can now search and view FAQs while continuing the chat conversation with a patron. Even better, the new FAQ search can be launched in a separate window, so you can view FAQ content and the contents of the patron chat at the same time! To see this in action, open a patron chat and click the “FAQs” tab.
  • Improved Chat Transfers – We’ve added a couple of nice-to-have improvements to the Chat Transfer modal window! When you transfer a chat you’ll now see a note on the number of active chats that each chat operator is currently engaged in, so it’s easier to know who’s already really busy vs. who’s able to take on a new chat. We’ve also added a handy jump feature that allows you to jump to a 1:1 chat with any chat operator from within the transfer window, making it super easy to chat with other librarians outside of the patron chat transaction and see whether they’re free and available to answer a chat. To see these improvements in action, head to the new chat dashboard, claim a patron chat, and click the “Transfer Chat” button.
  • Updated “Who’s Online” Information – We’ve also added data on the number of active chats each user is currently involved in to the admin-only “Who’s Online” screen. To see this in action, admins can head to Admin > LibChat Settings > Who’s Online.
  • Streamlined Connection Alerts – Previously all connection messages were displayed indefinitely. They needed to be cleared/dismissed manually, which led to a really clogged status message and alerts screen. Now error messages will still display on screen, but when the connection issue is resolved the previous messages will expire and clear themselves from the screen, since they’re no longer relevant.
  • Disable Follow Up Functionality in Chat – By default, there are a number of points in a standard patron transaction where LibChat can prompt a user to create a follow up ticket in your LibAnswers system, for asynchronous follow up. If your site is using LibAnswers primarily/solely for chat, we’ve added a way to turn off these automatic prompts, so patrons won’t be prompted to create a ticket in your LibAnswers queues. To turn off this functionality, head to LibChat > Chat Widgets > Edit Widget > Enable patrons to submit follow-up Ticket request and uncheck the box.

Performance & Accessibility Updates

  • Performance Improvements – We’ve made a number of under the hood improvements to several pages and functions throughout LibAnswers. While you won’t see any obvious differences on the surface, pages including the LibAnswers Dashboard, the Ticket Answer Page, and functions like exporting LibChat transcripts will load faster and offer generally better performance than before!
  • We’ve added a missing Aria landmark to the floating LibChat button widget, so these will be properly recognized by assistive technologies.
  • We’ve added a missing aria-expanded attribute to the Ask Us widget, so it’s clearer to assistive technologies whether those widgets have been expanded (and should therefore be the active pane) or not.

Fixes

  • Missing Referring URLs in the System Status Management Module – Previously, chats that were started from the System Status Management Module were missing the referring URL information, so chat operators weren’t able to see the page where those chats were started. This has been fixed, so the referring URLs should now appear as they normally do!
  • Previously, when searching LibChat Transcripts, the initial question text wasn’t being included in the search results. Now, the initial question is included in search results, in addition to the rest of the transcript’s contents.
  • Reusing FAQs on Android devices – we discovered and squashed a bug that impacted folks using Android devices to answer tickets – for those folks, reusing an FAQ could fail in some instances. We’ve fixed this, so Android users can now reuse FAQs without running into unforeseen issues.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

Appointments

Features
  • Example of the Booking Details screen.A column for the Appointment Booking ID has been added to the Appointments Booking Explorer. Clicking on the Booking Id brings up the details modal for the corresponding appointment, where you can also edit the appointment details, if needed.
  • Outlook/Exchange Sync ID or Google Sync ID now displays in the Appointment details on both the main Appointments page (Upcoming Appointments list) and the Booking Details screen.
  • Accessibility updates:
    • Aria role/landmark information has been added to the Appointment public screens.
    • All content can be navigated via keyboard on the admin pages.
Fixes
  • The info icons on public appointment booking pages now line up correctly even when the nickname field has a lot of text.
  • {{{FIRST_NAME}}} {{{LAST_NAME}}} {{{DATE}}} {{START_TIME}} and {{END_TIME}} tags now display the proper information when added to the email subject in Appointments Reminder & Follow-Up emails.
  • Going to the Integrations area no longer gives a 500 error for users who had both the Google and Outlook integrations set up.
  • File attachments now correctly transfer over when transferring an Appointment from one user to another.

Calendars/Events

Features
  • The API now supports returning event registrations.
  • We’ve added a Google Calendar button to the public pages for events so users can more easily add events to their GCal.
  • We’ve removed the three year limit that was in place for creating future events.
  • Accessibility updates:
    • Aria role/landmark information has been added to the event pages public screens for accessibility.
    • All content can be navigated via keyboard on the admin page.
  • We’ve improved the process when cancelling registrations for past events when the event is part of a series.
  • When adding an event registration on the admin side of the system, if an event allows registration of multiple seats at once,  you can now register for multiple seats in that single admin side registration, just as users can on the public side.
Fixes
  • Publishing Workflow events that are approved/denied are now dynamically removed from the list, since they were processed. (Previously this required a page refresh.)
  • We’ve corrected an issue where users coming off the waitlist for a series linked event were not being registered for all remaining future events if their registration was modified for a single event in the series.
  • We’ve corrected an issue where changing a recurring events location from “No Location” to a booked space would not properly update the event.
  • We’ve corrected an issue where events in the ‘Draft’ state were being sent to Google Calendar if the LibCal calendar was set up to sync with a Google calendar.
  • The public page printout of a calendar once again correctly shows the names of the events each day instead of the number of events each day.

Equipment/Spaces

Features
  • We’ve added individual space summary statistics when running a specific Category in both the Equipment & Spaces stats report. There are now clickable links that will display a per-location bookings summary, per-location monthly breakdown, per-category summary, per-category monthly breakdown, per-space summary and per-space monthly breakdown.
  • We’ve modified the status in the Booking Explorer for bookings where 2-step verification was not completed on time to include this reason as to why the booking was canceled (Cancelled by System (Booking not confirmed)).
  • We’ve improved the Google Calendar disconnection process to ensure all the corresponding details will be cleared if the integration sync is disconnected.
  • If an Exchange calendar is shared with you (another user or a room/resource), you can now set up sync with that resource. You first authorize with your own account, then specify the other account/resource you want to sync with.
  • The Outlook/Exchange sync ID now displays wherever Spaces details are displayed (on the admin side of the system).
  • When adjusting the cost of a booking, there’s now an option to send an email update (including optional note) to the user who booked that space.
  • We’ve added the ability to modify the cost of a current booking to zero dollars in both the admin side availability grid and mediation pages.
  • When hovering over the equipment or spaces availability grid on the public pages, the ‘Available’ and ‘Unavailable/Padding’ status will now display and be read aloud by screen readers.
Fixes
  • We’ve fixed an issue where the ‘Create Event’ button was disappearing when a single space booking was cancelled from a booking that included multiple space bookings.
  • Equipment/space locations using K12/Daily hour templates no longer give an “Invalid Id” error if the public page is accessed via friendly URL.
  • The Booking Explorer now correctly displays cancellation times in the system’s time zone vs. the user’s browser.
  • We’ve fixed an issue where the “Info” button would no longer appear on the public spaces booking page when “All Locations” was selected and one or more spaces had information in their description field.
  • We’ve corrected an issue where the Equipment stats report was excluding bookings that had the “unpaid” status.

Hours

Fixes
  • Accessibility updates:
    • Aria role/landmark navigation has been added to the hours pages.
    • The ‘Weekly Grid’ widget’s ‘Previous’ and ‘Next’ buttons are properly labeled and we’ve addressed color contrast issues.
  • We’ve fixed an issue where the months and days of the week were not changing to the correct language if a language other than English was selected.

Misc.

Features & Fixes
  • The public pages now have labels to identify the input purpose on form fields.
  • Aria role/landmark navigation has been added to the LibCal homepage for accessibility.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Exciting changes to LibGuides to kick off 2020 include accessibility fixes and some language options additions.

Accessibility fixes

We have a few accessibility fixes for you in this release, and a hot tip for Mac Firefox users.

  • We changed the ARIA label for guide tabs from “Guide Page Menu” to “Guide Pages” to more accurately reflect the fact that tabs are not a “menu” but a navigation tool.
  • We hid the printer icon – just the icon – in the Print link from screen readers.
  • We added the role of “navigation” to the Breadcrumbs to more closely meet the WCAG guidelines.
  • We fixed the “Return to Top” link so that the focus moves to the top along with the page. We also hid the icon from screen readers.
  • We fixed the “Skip to Main Content” link so that the focus and the page both scroll appropriately when using keyboard navigation. See also the Mac Firefox note below.
One of our Springy family reported that when you hit the tab key in Mac Firefox, the focus never lands on links on the A to Z or other LibGuides pages. We investigated, and it turns out that Firefox is following a specific Mac OS setting that’s pretty easy to change. Here’s how:
  • Go to System Preferences > Keyboard > Shortcuts > Keyboard
  • At the bottom, check the box labelled “Use keyboard navigation to move focus between controls”.

screenshot

Language Key Updates

Language keys for system and guide blogs are finally here! If your system or groups of guides (LibGuides CMS only) are in another language, or if you would just like to change the wording for the system-provided labels in blogs, posts, and comments, now you can! Go to Admin > Look & Feel > Language Options > Language Customization > Blogs to get started.

Please note: if your system is in a language other than English, and you do not see this section after January 17, 2020, it likely means that we do not have default translated phrases for your preferred language. Would you like to help out with that? Please drop us a line, and thanks!

We also updated a few other language options:

  • We fixed an issue preventing the guide password page from showing the correct language options, if the guide was in a group AND the group used a language other than the system language.
  • We fixed an issue preventing language keys for Book Assets added to a blog post from inheriting the correct language, when the blog lived in a guide assigned to a group that used a language other than the system language.

LibAuth Updates

With this update we’re bringing group capabilities to OAuth 2 configurations in LibAuth. If your SSO solution is OAuth 2, and you’d like to use LibAuth to limit LibCal reservations or LibGuides E-Reserves to certain groups of people in your community, now you can!
Go to LibApps > Admin > LibAuth Authentication > create or edit your OAuth 2 configuration > Group Permissions tab to get started.
We’ve also added a more accurate error message for SIP2 authentications that are denied due to a block from the ILS. When a patron’s record is blocked and your SIP2 configuration is set to honor these blocks, the affected patron will be notified of the block.

Small Features and Fixes

  • We removed Google+ from profile social media options, since it’s not a thing anymore. Psst! This is going to happen in February.
  • We fixed an issue that caused a 404 error to be displayed if you edited a blog post that you found via search.
  • We fixed an issue that prevented users from rearranging pages in their mSite Builder sites.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

With this release, we’re introducing an accessible way of reordering the questions in the field editor, the ability to add individual feedback responses per question choices, improvements to rating choices display, and of course, fixed a handful of issues.

Reorder Fields via Dropdown

You can now reorder the fields in the field editor without having to drag and drop the fields around! We’ve added a field order dropdown on each field in the editor. Just click the dropdown for the field you want to reorder and select the new placement.

Reorder fields

Updates to Rating Fields

We’ve made updates to two rating field types:

  • The scale/slider rating will display a thumb label to indicate the value. Users can set the value as well by updating the input box next to the field.

    scale rating with input

    Scale rating with input

  • We’ve added options to display labels on either the top or bottom of the radio buttons rating type.
More Feedback Options for Multi-select Field Choices

Great news! You can now add individualized feedback to the answer selections for your questions by enabling ‘Display individual feedback’ on the ‘Answer Properties’ tab for your question. This is only available for multiple choice question types.

Individual Feedback Choices

Additional Features & Fixes:
  • You can a now customize the subject line of the email that is sent when someone submits a Form / Survey / Quiz / Tutorial. To update a subject line for an item, head to Form Options > Submission Behavior > Advanced Email Settings > Custom Email. This affects both emails that users can send themselves (when the option to allow users to send themselves a copy of results is enabled) and emails sent to addresses listed in the “Email Notify” option.
  • In Preview Mode, the ‘Ignore required’ setting now correctly ignores required questions that have the ‘Require correct answer to continue’ option enabled.
  • Fields now correctly inherit CSS styling set in the CSS section in the field’s Advanced Customization tab.
  • The help text for standalone tutorials displaying a website in the slide is now clearer (some websites do not allow their site to be displayed in an iframe).
  • Report charts are now keyboard accessible friendly.
  • We found that, for some Mac users, when editing an existing multiple choice field and trying to change the field type, the dropdown was frozen / could not be changed. This issue is fixed.
  • You now receive a warning if you try to save a question to the Field Bank that has the same type / name as a question already in the Bank. Continuing the save overwrites the field in the Bank. You also have the option to Cancel and change the name of the question before proceeding to save it in the Field Bank.
  • We’ve added the percent sign – % – to the quiz result display screen.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibInsight

We have a couple of exciting features to bring you as we open 2020. One is the long-awaited inclusion of Spaces & Equipment data for Calendaring datasets that are connected to LibCal systems. The other is a new chart type for Dashboards that we know you are going to love. We have a bunch of small updates, too!

Look Deeper Into Your Custom Datasets with Numeric/Multi-select Charts

New Data Labels option for charting data in LibInsight.This new option for Dashboard charts lets you display numbers from a Numeric, Currency, or Calculated field alongside values from a Multi-Select field! This cross-tab-like option will let you divide up a field that contains numbers by another field that describes those numbers.

For example, if your Reference Questions dataset contains a multi-select field for “Question Type” and the number of minutes spent on each, you can create a chart that shows how many minutes were spent on each type of question. Or, you can chart the number of program/event attendees by session type, audience age, or any other multi-select field in your custom dataset.

To create a graph like this:

  • Go to Dashboards > Edit an Existing Dashboard or Add a New Dashboard;
  • Add or Edit a row > Edit a chart > select a Custom Dataset;
  • Select a Numeric, Currency, or Calculated field to graph for the Y-Axis;
  • Then in the Data Labels field, choose the Multi-Select field to serve as your bar/column/pie slice labels.

Example of the new charting option, in this case showing the number of attendees for instruction sessions, by month for 2019, separated by instruction topics.

Display High-Level Spaces and Equipment Data in your LibCal Datasets

From this release, you’ll see the total number of bookings from the Spaces & Equipment that you have defined in your LibCal dataset. Similar to Events and Appointments, we’ll retrieve this number every day. You can chart them in Analysis, Cross-Dataset Analysis, and Dashboards.

Since this is a new integration, we will need a little time to pull in all of the past data once this code is on our production servers (i.e., the servers you use!), so you won’t necessarily see all of your past data the moment the functionality exists in your system. There’s a lot of past data available, since LibCal is a heavily used product, so please bear with us as we populate past data for all sites in all regions.

Data from the release point onward will update in your system each day, just as the Events and Appointments data do. It is just the back fill of past data that is going to take a bit of time to complete. We appreciate your patience as we make this happen for you!

screenshot
Here’s what the data looks like in a Cross-Dataset Analysis:

screenshotSmall updates and fixes

  • We fixed an issue that prevented switching to another dataset’s Record Data page from an Acquisitions or Circulation dataset’s Record Data page.
  • The date picker no longer resets when analyzing a Financial Dataset.
  • We fixed an issue with file deletion in the Counts/Aggregate dataset.
  • The ACRL dataset successfully loads again, as it should.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!
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LibCRM

In this round of updates, we’ve added an Operational Email module and a Profile Updates Log to the system, as well as improvements for the Bulk Import functionality, integrations with LibAnswers & LibCal, and fixed some issues.

Operational Emails Module

The Operational Emails module allows any account holder to create and send operational emails to multiple profiles at a time. Operational emails count as interactions with those profiles. The module also provides statistics like “Number of Opens” and “Number of Clicks”, among others. You can also create reusable Distribution Lists of profiles to avoid the hassle of manually adding the same recipients to different emails.

Operational emails are transaction or relationship based vs. marketing in nature. For example, Springshare sends operational emails to let our customers know when there might be scheduled downtime for a particular app or when an older version of an app is retiring.

This functionality must not be used for marketing purposes and must not include promotional content (e.g., newsletters, event promotions, etc.). We’ll be launching a Marketing Email module for these exact purposes later in the year!

Head to Emails > Operational Emails to:

  • Create a New Email: Configure basic settings, design the content / add attachments, select recipients, preview, and send. You can also save a draft of the email along the way, so you can come back and work on it again another time.
  • Manage / review / filter through all operational emails; filters include keyword, email name, owner, status, last modified, and date sent.
  • View Statistics: Number of recipients, number delivered, number bounced, opens, and clicks.
  • Edit Draft: Review draft emails at any time to complete and send them.

Operational Emails page in CRM

Bulk Import for People & Organizations

We’ve reworked the user interface of the People and Organizations Bulk Import pages to provide a better experience.

  • The instructions at the top were updated to better guide you through the process, particularly for the “add rows to the template” section.
  • The buttons to download the template / upload the import file / refresh the list have moved to the top right of the screen.
  • We’ve added filters (created by, status, errors) at the top to help you quickly locate information.
  • Import template files now include information about required fields.
  • Improved system and form fields validation: character limits, min / max fields, and other field value restrictions are now validated.
  • Improved performance to reduce loading time / time to delete bulk imports.
Projects

Filters available at the top of the Projects page.The Projects page now allows you to filter by several different fields right at the top of the page, making it easier than ever to keep track of the projects you’re working on. You can filter by Keyword, Title, Owner, Status, Updated (date range), End Date (date range) and/or number of members in the project.

Updates Log

The new (and awesome) Updates Log records and displays changes made to People and Organization profiles in the system. There is also a profile-level Updates Log page that displays changes made to a specific profile over time. In all cases, the Updates Log will show you the field that was changed, the original value, the updated value, the user account that made the change, and the date/time it was made.

  • Head to Profiles > People or Profiles > Organizations and click the View Updates Log to see the People Updates Log and Organization Updates Log. Each displays a list of modified People or Organization profiles, with one listing for each time that profile was modified / saved. The main table tells you what profile was changed, how many fields were updated, by whom, and the date/time the change was made. Use the filters at the top to narrow the list and click the View Details icon to see which fields were changed, the original value (if any), and the updated value.
    Sample log for the Profiles > People area.
  • If you want to see the updates for a particular Person or Organization profile in one place, head to that Person’s / Organization’s profile page and click the “View Updates Log” link. You’ll see a list of changes made to the profile: field, original value, updated value, who made the change, and date/time it was made.
    Sample log from a person profile.
LibAnswers and LibCal Integration Improvements

Currently CRM imports records of interactions in LibAnswers and LibCal as of 24 hours prior to the creation of a new profile. With this release, all transactions from LibAnswers and LibCal will be imported – right back to their very first interaction with that app! The integration tool can also request and import historical activity for any updated profiles in the system (i.e., if an email address or phone number is updated, historical activity can be requested).

You’re probably now wondering: what about the profiles that we’ve had in CRM for a while? No worries! The CRM team also updated the integration tool to fetch historical data for all the existing profiles in a system.

Other Features & Fixes
  • Navigation Bar – Fixed Search functionality to display the correct data.
  • People & Organizations – Improved page loading time.
  • All pages – Removed icons from the title.

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

Tis the Season for (spring)Sharing — Tip #1: The Eventful Library

Tip #1 — The Eventful Library

What’s on the schedule for these next three weeks? Is it chaos, or cookies? This time of year, most libraries have event calendars that are jam-packed! LibCal is just as full of tremendous features — as your libraries are of eager patrons. Let’s make a list (and check it twice) of the ways you can ensure that you’re doing your level best to keep your library eventful and jolly.

Everything’s Better When You Make it from Scratch

While we do have options in place to make it easy for you to set up repeating events, December calendars tend to have a lot of unique offerings. Start from the beginning by taking advantage of the integrated space and equipment booking feature. At event creation, go ahead and reserve the auditorium for the Winter Poetry Reading and, while you’re at it, reserve a podium, microphone, and that projector to mimic falling snow behind your readers. Don’t forget to use the setup and teardown padding, if there’s a lot to do.

 

 

The More the Merrier

Marketing can be an intimidating concept. Just remember that there’s a reason people judge a book by its cover. A picture’s worth a thousand words. LibCal allows you to draw your patrons in with featured images — both in the Daily List view and, more recently, the Daily Card view. This can be done even after the event has been created. So, put your best photo forward and pull in those attendees! With the right image, that Ugly Knitting Party could easily become a hot ticket.

Don’t Cut Off the Tags

Tags are good when you’re creating events. Want to ensure the tags work for you? You’d have to always remember to add the Audience and Category right from the start. To establish this as part of the process, you can make the fields required for all new events. The Audience can be adult or all ages, faculty or first-year students. Have as many as you like. They’re easy to create and manage. Categories allow for even more filtering. LibCal has System-Level Categories and also Calendar-Level Event Categories. These designate the kind of event like Book Club, Crafts or Holiday, etc. Using these tags will help your patrons find events that might be of interest to them. One might be looking for a craft event for teens. Someone else might be looking for database help for transfer students. You’ve got all this excellent programming lined up, make sure your patrons can find events and get excited about them.

If registration is required, make sure that you encourage patrons to register by creating an Event Button that you embed on your library website, in a related LibGuide, or anywhere you know your patrons are visiting.

 

Enjoy Top Billing

The Billing feature in LibCal allows you to have integrated online payments natively built right into the system to collect payment online via card or in person. If you’ll charge patrons to attend some of the special events at your library this month, you’ll be happy to know that you won’t have to push folks out to some other external site when it’s time to pay. Having a 3D Printer event where people make snowflakes? They can pay for the event right at the moment of registration or opt to pay at the event.

In our October update, we modified the status and processing of refunds for in-person payments. Now, if a booking or registration that was paid for in-person is canceled, the status will change to “refund due”. The Springshare team has worked very hard to make sure you and your patrons feel comfortable with the whole process. Not having to go to out into the cold to, yet, another interface is part of that. Billing currently supports five currencies and you can, of course, see a record of all completed payments, refunds, and cancelations. You know how frustrating it can be to untangle a string of lights. LibCal keeps your records straight.

 

So, go ahead and promote those “Hot Cocoa Mixers” and your “Hit the 2020 Ground Running” resume workshop. LibCal features make it easy to have successful events time and Father Time, again. And, if you really want to be a star, send out a LibWizard survey afterward!