Archive for LibChat

[UPDATED] Important Browser Notices & Updates

In today’s post, we’re bringing you some important notices about your Internet browsers… specifically Internet Explorer 11 and Chrome. Since Springshare tools are hosted in the cloud and are accessed by web browsers, if you or your patrons are using either of the above browsers… it will affect your day-to-day usage of these tools.

Updated Sep 10, 2020 – we updated the section below on LibAnswers and IE11 compatibility.

Updated Oct 9, 2020 – we updated this post with a section on LibGuides and IE11 compatibility and updated the LibAnswers section to reflect the fact that the October 2020 code release is out.

Updated Oct 19, 2020 – we updated the LibGuides list after more extensive testing within IE11.

Internet Explorer 11 Will No Longer Be Supported as of November 20, 2020

Starting in November through till next year, Microsoft will stop supporting IE11 within their own applications.

Microsoft has since labeled Internet Explorer a “compatibility solution” rather than a browser and encouraged businesses to stop using the aging browser.

Tom Warren, TheVerge.com

To that end, Springshare will stop supporting IE11 for all Springshare Tools (LibGuides, LibCal, LibAnswers, LibInsight, LibCRM, LibWizard, and LibStaffer) during the week of November 16 across all regions.

This does *not* mean every webpage of your whole Springshare tool will suddenly stop working when using IE11. It *does* mean that you and your users may experience additional issues of non-compatibility when using IE11 after the November 16 code release.

LibGuides Users & IE11 [Updated Oct 19, 2020]

There are a few areas in LibGuides that do not fully function in IE11. Additionally, future updates will also affect page display issues in IE11.

  • Guide lists on system and group homepages;
  • Some LibGuides widgets intermittently do not display;
  • Gallery boxes;
  • Search results;
  • System blog and public discussion boards; and
  • A-Z Database pages.

LibAnswers Users & IE11 [Updated Oct 12, 2020]

There are already a few areas of LibAnswers admin interface (not public-facing pages) that don’t fully function in IE11. Additionally, future updates will also affect page display issues in IE11.

  • Currently not working in  IE11: the ability to view chat transcripts; Queue settings tabs and ticket browse page will not work.
  • Upcoming November 2020 release: Current LibChat Operator Console will *not* be able to load in IE11 by the end of the Nov 16 week. We’re launching some awesome new functionality to LibChat, including a new emoji-picker (:wow emoji:), that is not compatible with IE11.

Chrome 86 Security Update

The upcoming Chrome 86 update, slated for release in October, will offer more secure protections for users submitting data on insecure forms. More on this in a moment. First, a reminder!

All Springshare Tools are HTTPS-Required

As a refresher, all Springshare Tools are required to load over HTTPS. If your Springshare Tool ends in a .libguides.com, .libcal.com, .libanswers.com, .libcrm.com, .libinsight.com, libwizard.com, or .libstaffer.com – the ‘S’ in HTTPS is covered by our security certificates.

If your Springshare Tool ends in a custom domain, like .bookings.edu or guides.org, you can use our ‘Let’s Encrypt’ service where we obtain a security certificate for you or obtain your own security certificate.

Bottom line, your Springshare Tools will always load an HTTPS secure connection…. which is great for your staff and end-users because HTTPS helps to thwart intruders from tampering with the communications between your websites and your users’ browsers.

Embedding Unsecure (HTTP) Forms into Your Secure (HTTPS) Springshare Tools

So now that you know that all Springshare Tools are loaded as HTTPS, you’re probably thinking – “Heck, we’re all set… our sites are secure!“. And you’re right, for the basic tool itself. But it depends on what you’ve added to your systems, too! We give you a lot of flexibility in your Springshare tools… especially in ways we encourage you to embed widgets/content from other websites. In LibGuides, you can embed a widget into your guide. In LibCal, you can add a widget to a countdown timer in Calendar Events. In LibAnswers, embed media right into your FAQs.

These options give you awesome flexibility in adding multimedia resources to your Springshare Tools! But it is also possible to embed HTTP (unsecure) content inside your HTTPS (secure) Springshare Tool.

Chrome 86 Update Will Display Warning for Mixed Forms

So now we come back to the Chrome 86 update! If you embed an HTTP (unsecure) form in your HTTPS (secure) webpages, your patrons using Chrome 86 will see a full-page warning about submitting content to an unsecure form.

Chrome Version 86 Will Display Warning of Unsecure Forms

Identifying & Resolving Mixed Content

We recommend that you review your LibGuides, LibCal, LibAnswers, and LibWizard systems to identify widgets/forms that you’ve embedded that could be HTTP insecure. This FAQ outlines some helpful instructions, including how to find HTTP content in LibGuides, as well as a video explaining why HTTPS is important.

As a reminder, Springshare Tools themselves are HTTPS secure. So if you’ve created a LibGuides widget, a LibAnswers/LibChat widget, a LibCal widget, a LibInsight widget, or a LibWizard widget, these widgets are already HTTPS secure. It is better to focus your time and energies on widgets/forms from other vendors.

If you’ve identified forms/widgets that are HTTP unsecure, it is recommended that you contact that vendor directly to obtain an HTTPS secure form/widget. While we’d love to help, we cannot create HTTPS secure widgets/forms for other vendors.

Code Release: Big New LibAnswers & LibCal Updates Coming Your Way, and More!

All Regions Important Code Updates

It’s that time again, Springy fans! The Development and Product teams have been working hard to bring you a boatload of new and updated features. These features will be live in all regions by the end of next week, August 14.

We’re also switching things up a bit and posting the biggest news here on the blog, with more complete release notes over on the new Springshare Lounge. This approach will ensure that these posts stay short, but that if you would like to view the entire contents of a release, it’s still totally possible! Once release notes are published, we’ll add links to the bottom of this post.

LibAnswers

Microsoft Teams for Screen Sharing in LibChat

We’re excited to announce that this release brings Microsoft Teams integration to LibAnswers! In addition to our existing screen sharing integration with Zoom, we’re adding a new option in our screen sharing library for Microsoft Teams. This integration will make it possible for LibChat users to seamlessly launch Microsoft Teams meetings directly with patrons or other internal LibChat users directly via the LibChat operator dashboard, just by clicking the “Request Screenshare” button.

Similar to this integration in LibCal, you’ll need to work with your institution’s Microsoft Teams administrator to register an app for LibAnswers and grant the required access permissions. Once the app is registered, your LibAnswers admin will add the Application ID and Secret into LibAnswers (via Admin > LibChat > Screenshare), then LibAnswers users will be able to authorize the integration via their edit account screen and begin using Microsoft Teams for screen sharing during chats.

New API v1.1 with OAuth + POST API!

With this release, we’re also thrilled to usher in a new generation of LibAnswers APIs; our 1.1 APIs are here, and they’re bringing enhanced security and new abilities for creating content in your LibAnswers system from third party sources and forms!

To form the base for these new capabilities, we’re introducing a new 1.1 version of our existing APIs. For enhanced security, this new generation of APIs require OAuth Authorization headers in order to return data. Once you’ve generated an OAuth token (via Admin > Widgets and APIs > API Authentication) and granted it the desired permissions, you’ll send it along with your API request via an Authorization header. This ensures that the API is only being used for authorized users/purposes – and this is a critical piece of the puzzle for our way more exciting next feature…

LibAnswers now offers POST APIs for new ticket creation! This means it is now possible to generate new tickets into LibAnswers from non-LibAnswers forms. This could mean anything from a feedback form you maintain on your website to a problem report form found in your catalog. We’ve included 2 handy APIs to make this possible: a new GET API for retrieving a queue’s form field data (so it’s easy to match data from your non-LibAnswers form with LibAnswers form fields), and a POST API for actually generating the tickets. To get started with these new APIs, head to Admin > Widgets and APIs > API Endpoints v1.1.

LibCal

We’re super excited to bring local timezones to the public-facing side of LibCal Events and Appointments! Users will be able to choose what timezone calendars and events should display in.

Also, stay tuned! we’re bringing OAuth to Zoom in LibCal. We are working through the application approval process with Zoom and will announce availability of this updated security feature as soon as we can.

We also have some requested updates to LibCal Seats & Spaces!

  • There’s now an option for bookings to be automatically cancelled if the person has not checked in within a specific time frame after the booking start time.
  • A new contact tracing report will be available in a new tab in Spaces. Enter a patron name or email into the Contract Tracer to view bookings in the same Seat or Space for the 24 – 96 hours following the booking.
  • There are new reports to track peak occupancy at specific times of day, cross-referenced with days of the week. Go to Spaces > Occupancy Data to see these reports.
  • Want to get patron feedback on the Seats reservations/use process? You can now add a LibWizard survey link to the ‘Check Out’ confirmation page and schedule a follow-up email to send after the booking.
  • Improvements to the public patron booking experience and new reservation page search selections.
  • More detail will be included in the ICS file for bookings such as the confirmation code for check ins when enabled and the cancellation link.

LibInsight

Just one small thing to share here for LibInsight: we have added the capability to hide columns in COUNTER 5 usage reports. Just need to see a few metrics? No problem! Filter out the columns that you’re not interested in. Analyze your COUNTER 5 E-Resources dataset, then choose the Usage tab from Journals, Databases, Books, or Others > Titles > Choose a platform.

screenshot showing the drop menu of available fields for a Journal Titles report.

SpringyCamp 2020 Registration Opens Tomorrow!

Summer is in full swing in the Northern Hemisphere, which means two things: we’ve swapped comfy pants for comfy shorts; and we’re getting close to SpringyCamp!

In a year unlike any other when services dramatically changed (and are still changing), the Springy team wanted to host an extra special virtual conference for our customers. To that end, we’re bringing you two exciting days of camp with an expanded list of presenters! Plus, new ways to engage and interact with other Springy users!

SpringyCamp 2020 – August 5th & 6th
The New Now: Promoting Access & Redefining Services

This year’s camp will explore four themes:

  • Using Springshare Tools to Manage & Record COVID-19 Information
  • New Partnerships: Using Springshare Tools Outside of the Library
  • We’re All Distance Learners Now: Using Springshare Tools to Share Information with Staff and Patrons
  • Connections: Your Library & Social Justice – Amplify Black Voices with Springshare Tools

SpringyCamp Registration & Sneak Peek

Registration opens tomorrow, and we’ll have all of SpringyCamp’s details in our training newsletter – landing in inboxes at 12pm US ET!
Not currently a subscriber? Sign up on our website.

Updated: You can now view the full lineup and register from our SpringyCamp 2020 guide!

In the meantime, here’s a glimpse into what some of our camp presenters are cooking up to share with attendees:

  • Real-World Readiness: Using LibGuides to Wade Through the COVID-19 FloodPoster Session!
    Carrie Price and Katie Lobner, Welch Medical Library, Johns Hopkins University
  • Empowering Staff and Facilitating Remote Work with LibAnswers
    Amanda Scull, Dartmouth College Biomedical Libraries
  • Using LibGuides and LibWizard to Create Online Escape Rooms
    Rachel Valentine, Blinn College Library
  • Creating & Hosting OER using LibGuides CMSPoster Session!
    Nikki Rech and Jeff Mortimore, Georgia Southern University
  • Lessons Learned from Moving to LibGuides and LibCalPoster Session!
    Sam Torrez, Dickinson Public Library
  • LibGuides and Digital Literacy for the New Online Student: An Academic Reference Librarian’s Approach to Faculty Collaborations
    Kimberly Michelle Gay, John B. Coleman Library, Prairie View A&M University
  • LibGuides Beyond the Library
    Nadine Bailey and Stephen Taylor, Western Academy of Beijing

All of us have learned a lot this year, and we’ve still got a lot left to figure out. While SpringyCamp always provides a great opportunity for Springys to come together and share ideas, we’re feeling the importance of this community event more acutely than ever. We hope you’ll join us!

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

All Regions Important Code Updates

We hope that your June is going well, and that everyone working in libraries and from home are safe and healthy. COVID-19 has radically changed our landscape, but we’ve been working hard at Springy HQ to bring you some great new stuff to sip with your summer punch, or your winter drink, if you’re in the Southern Hemisphere.  These new features and updates are on their way to you next week, and will be live in all regions by the end of the day on Thursday, July 2, with the exception of the LibCal release (including Seats!), which is coming mid-month.

Read about: LibCalLibAnswersLibGuides | LibStaffer | LibCRM | LibInsight

LibCal

We’re really excited to bring you seat booking capability as well as Microsoft Teams online meetings integration and so much more! In fact, we are stuffing so much in this update that we need an extra week-and-a-bit to tuck in all the details and have things ready for you. Please expect LibCal updates in a browser near you by mid-July. Here are the deets:

Seats

As you saw last week in the first post in our Reopening Your Building Safely series, we’re adding the ability in LibCal to book individual seats in your library. Social distancing and monitoring building capacity will be incredibly important as our buildings open up during the COVID-19 pandemic. This functionality will be available from July 17. Interested? Please drop our Sales team a line.

Microsoft Teams Integration – Calendar Events & Appointments Scheduler

The much-requested integration for Microsoft teams to support online Appointments and Events is here!  An administrator will set up and enable the integration under Admin > Integrations, then each user account must authorize the integration in their User Profile.  Once enabled, when you create or edit a Calendar Event, you’ll see a new location option for Microsoft Teams online meetings.  When this location is chosen, you’ll then choose one of the users who has authorized the integration.  After the Event is saved, a shareable meeting link will be generated for Microsoft Teams, attached to the account of the user you chose.

For Appointments, if a user belongs to an online location, shareable Teams meeting URLs will be generated automatically when bookings are made. The process is similar to the current Zoom integration; the Microsoft Teams meeting link will be included in all corresponding emails and .ics calendar files and shown on the admin pages.

Please note that only one online meeting tool can be enabled at any given time.

Events

  • Zoom webinar and password creation support is here!  If the Zoom account used to create an online Event has the webinar feature enabled, you will now have the ability to choose whether your event is a Zoom Meeting or Webinar, and the option to set a password.
  • .ICS files for an online Event using the “Facebook Live (or other)” location option will now include the Event link, when no registration is required.
  • We’ve corrected an issue where sites using a non-English base language had trouble with dates when copying and creating events.
  • We have increased the number of records available for selection in the Presenter drop-down on the Event Aggregates stats report.

Appointments

  • Ever wanted to modify the colors displayed for the different statuses on the admin-side availability grid?  Now you can! Admins can go to Admin > Appointments > Settings to set this system-wide. Users can go to Appointments > My Settings > Color Settings to set it up for their own Appointments.
  • We’ve updated the Exchange and Google calendar sync processes to include the online meeting link that is automatically generated when an appointment is booked, when either the Microsoft Teams or Zoom integration is enabled.

Spaces & Equipment

  • We fixed an issue affecting display of Spaces bookings after a modification is made.
  • You can now search for Internal Notes in bookings via the Booking Explorer, for both Spaces and Equipment.
  • We’ve added Event Details and Internal Notes filters in the Spaces and Equipment Print Views. Check them out at Spaces > Availability > Print View or Equipment > Availability > Print View.
  • The Barcode search on the Equipment > Check In page is no longer case sensitive.
  • Google calendar sync failures and Microsoft Team integration failures will now be included in integration errors / failures email notifications sent to email addresses specified under Admin > System Settings > Email Settings > Integration Email Notifications.

Upcoming LibCal Training Sessions:

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

LibAnswers

This release brings you a number of our most popular feature requests, including new sound customization settings for LibChat, centralized reports for Shared Group System admins, OAuth support for Zoom account integration, and more!

New in LibAnswers & LibChat

  • LibChat Sound Settings: Good news for folks who find the “new chat” alert sound too… let’s call it “surprising.” Admins can now customize the sounds that play for each event that happens in LibChat, including new chat, new patron reply, new internal message, and new ticket. Choose from sounds like Classic New Chat and Classic New Ticket, or choose from our variety of new sounds like Triple Tap, High Chime, and Low Bell. Admins can head to Admin > LibChat Setup > Settings > Audio Alerts to customize sounds for all users of the site.
  • Ticket Preview URL: If you’ve ever needed to collaborate with a colleague on how to answer a ticket, but the ticket is currently unclaimed, good news – we’ve added a shareable ticket preview URL, so others can view the ticket’s contents without claiming the question. To grab the new preview URL, head to the LibAnswers Dashboard and select Quick Look -> Copy Preview URL.
  • Query Spy Bulk Delete: If your Query Spy data has ever been bombarded by an IP address that generated a bunch of non-human-looking searches, good news! Site Admins can now delete in bulk Query Spy results which were generated by a specific IP address. Admins can head to Stats > Query Spy to use this new feature.

LibChat Screensharing Updates

  • Updated Screensharing Settings Page: We’ve updated the format of the Screensharing settings page, so that once your site is signed up for screensharing, it’s easier to choose among screensharing options. Admins can head to Admin > LibChat > Screenshare  to view the various options.
  • OAuth Support for Zoom Integration: We’ve also added OAuth support for sites who are bringing their own Zoom accounts to use in LibChat! By using this authentication type, users with LibChat enabled will be able to connect their existing Zoom accounts with your LibAnswers system itself. To set this up, Admins will first need to head to Admin > LibChat > Screenshare > “OAuth Authentication” method. Once you choose this option, your LibChat account holders will then head to their Manage Account screen to add their Zoom account information. They’ll then log in using their existing Zoom account credentials and grant LibAnswers the ability to launch meetings on their behalf.

Shared Group System Reporting Updates

Beginning with this release, we’re adding reports to the LibAnswers system to provide aggregated reporting for Shared Group System sites.  With this release, you’ll see a new, high-level Annual report that lets admins quickly see monthly chat totals generated by and answered by each Group Member Library within your site. To view these new reports, Shared Group System admins can head to LibChat > Aggregated Stats.

But what if you also want to be able to see aggregated stats from standalone LibAnswers sites which bear a relationship to your Shared Group System via a Consortial arrangement? With this release, standalone LibAnswers sites who are connected to a Shared Group System site via Consortial Sharing will now see a new option to opt in to sharing aggregated statistics from their site with the Shared Group System. If you’re an admin of a standalone LibAnswers system that’s connected to a Shared Group System via Consortial Sharing, head to Admin > System Settings > General > Sharing Information and look for the setting for “Report Aggregated Statistics to Another Site.” Once you select this option, admins in the Shared Group System will be able to see a high-level aggregated report.

Plus, stay tuned for our next release, where we’ll add an additional report to show a more detailed breakdown of who is answering chats generated by each Group Member Library. For chats that originated from each Group Member Library or connected LibAnswers system, you’ll see how many chats were answered by that “home” library, versus how many were answered by a local Co-Op, versus how many were answered by the Global Co-Ops.

Co-Op Updates

  • Group Member Library Statistics: Institution and Co-Op Admins can now view a breakdown of the number of Co-Op chats which were answered by each participating Group Member Library. To view the new chart head to LibChat > Co-Op > Reports > Chat Statistics > Clients/Staff, or in LibAnswers, head to Admin > 24/7 Co-Op > Clients/Staff.
  • Answering Institution Filter: We’ve added a new filter to the Coop > Transcripts page that filters transcripts by which LibAnswers institution answered the chat. We’ve also added identifying information under Transcripts > Answered By, so you can easily see the LibAnswers site affiliation for the person who answered the chat.
  • Policy FAQs Update: If you’ve ever tried to open a policy FAQ in a new window, good news for you! We’ve added a simple standalone page to house these policy FAQs, so opening them in a new window using right click > Open in a New Tab/Window will function as expected.
  • Ticket Creation without an Email Address: We’ve heard feedback indicating that, when you’re creating a follow up ticket from a chat, it can interrupt the answering librarian’s flow to have to grab the patron’s email address and paste it into the “Create a Ticket” modal window, especially when you know for sure that it’s already been added to the transcript via an initial question or during the course of the chat. With this release, we’re removing the requirement to explicitly add an email address when creating a follow up ticket.

Bug Fixes and Smaller Improvements

  • If you transfer a ticket to an address book address, and that addressee replies to the transferred ticket notification, those replies will no longer generate a new ticket. They will now become threaded with the original ticket, as expected.
  • Removed iFrame Chat: To provide a better overall user experience, we’ve removed the “iFrame Chat” option from the LibChat dashboard.
  • Sites with shared chat departments will no longer see an error regarding Unknown Users.
  • We’ve restored the link to Edit Patron Record in the User History tab.
  • We’ve fixed an issue where new SMS messages displayed in the LibChat Dashboard contained time stamps that reflected UTC, instead of your local site’s timezone.
  • We’ve fixed an issue with System Status Management posts showing an incorrect date/time stamp in RSS feeds.
  • We’ve fixed an issue where, in limited cases, the button to Email Transcript to the Patron was not appearing in the LibChat Dashboard.

Upcoming LibAnswers Training Sessions:

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

LibGuides

As previously announced, we are rolling out an updated Rich Text Editor to LibGuides as a part of this round of code updates. This update is cleaner (and fully-functional!) and allows you to use the built-in browser spell-check capabilities. The updated editor will be live in everyone’s LibGuides system by July 15.

We have spent most of the last month doing back-end improvements to LibGuides and LibApps. Hand-in-hand with expanded use of online classes and virtual services, use of LibGuides has really shot up during the COVID-19 pandemic, and while we weathered the spring without downtime, we wanted to get under the hood and improve things even more, before back-to-school is upon us. We also have a few small fixes and features to share with you:

  • LTI: we have made our code for setting up regular expressions more flexible to accommodate additional course naming conventions.
  • We’ve updated the look and feel of accordions on the admin side of LibGuides and LibApps so that the experience is a little more intuitive. This change does not affect accordions on the public side, such as those on the LibGuides homepage.
  • We fixed an issue that was causing Font Awesome icons in guide titles in search results to display as code.
  • We changed A-Z widgets (Tools > Widgets > Search Box) to handle diacritics in the same way that the A-Z Databases page native search widgets handles them.
  • We fixed an error causing older blog posts not to display. This was related to blog posts created by users who have since been removed from the system.

Upcoming LibGuides Training Sessions:

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

LibStaffer

The LibStaffer team is excited to bring you these frequently-requested features!

Features:

  • Drop Shift Functionality: Now staff members can give up shifts without still being responsible for the shift. With this option enabled, staff can drop a shift, and that shift will remain unassigned.  Schedule admins can go to Admin > Schedule Settings > edit schedule > Drop shift to view and choose an option, which also specifies how long before a shift it is allowed to be dropped.

Smaller Fixes and Features

  • We fixed an issue preventing some Schedule Admins who are Regular Users from being able to approve Time Off requests.
  • We addressed an issue preventing the removal of shifts from Outlook, if a staff member was unassigned during the Find & Replace process.
  • We resolved a sort issue with Open Shifts on the Dashboard.

Upcoming LibStaffer Training Sessions:

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

LibCRM

For this release, the LibCRM team is pleased to bring users the Roles & Permissions functionality. This much-requested feature set will enable admins to designate who can do what in their LibCRM system.

Roles & Permissions

With Roles & Permissions functionality, system admins can create new roles in the system, then assign them specific permissions in the People, Organizations, and Interactions modules. Also coming soon are Roles & Permissions for the Reports area. Admins can head to Admin > Roles & Permissions to get started.

Roles

The roles area is the heart of this functionality. Admins can create, edit, and delete Roles from the Roles list. The Admin role cannot be deleted, as it’s essential to the system. 🙂

Important: With this release, a Role will have to be assigned to each account created in the system. By default, Admin and Regular Roles will already be available.

Permissions

Once you have Roles created, it’s time to assign them some Permissions! For People, Organizations,  and Interactions you can assign Create, View, Edit or Delete permissions as well as allow a Role to View Statistics. A role can also be set to View Statistics for People and Organizations.

Each permission comes with the following options:

  • Owned by this user only: if active, the account holder can only see/edit/delete items that they own.
  • All (not owned by admin): if active, the account holder can see/edit/delete all the items that are not owned by an admin.
  • All: if active, the account holder can see/edit/delete all items, including those owned by admins.

[Back to Top]

LibInsight

COUNTER 5 Analysis Report Update

We have gotten a lot of feedback about how we have parsed and displayed Database and Title Master Reports. Why am I seeing Database titles in the Journals tab?? Excellent question! This is definitely not a “your chocolate is in my peanut butter” type situation!

We don’t usually get into the nitty gritty in these posts, but it turns out that Database Master Reports can include rows where the content type is “Journal.” This is indicative of the aggregated usage of all of the journal content within a database, but is unnecessary to include as database usage, since usage of those individual titles is reported in the Title Master Reports and parsed out in the Journals, Books, and Others tabs. With this release, we are ignoring rows in Database Master Reports for non-Database content. Conversely, we will now populate the Journal, Book, and Other tabs based on the Title Master Report only.

This will ensure that only Database metrics are shown in the Databases tab, only Journals metrics are shown in the Journals tab, etc. (Note: we will be removing some additional non-database metrics from Databases > Usage > Titles reports in a future release.)

Other Misc Updates

We’ve made some adjustments to the layout on the System Settings page. First of all, since Alert Boxes apply to the whole system, we are including them in these settings. We also then moved each section to its own tab, making this page more easy to use. Admins can head to Admin > System Settings to check it out.

LibInsight System Settings

Lastly, we have fixed a handful of accessibility issues, including issues on the custom dataset widget form.

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

LibCRM, LibAnswers, and LibStaffer Updates!

All Regions Important Code Updates

These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, May 22.

Read about: LibCRM | LibAnswers | LibStaffer

LibCRM

We’re pleased to bring you a new interface for Reports in LibCRM. Click Reports in the orange Command Bar and click New Report to get started. Keep an eye on the Reports landing page; we’re going to be adding a lot of functionality here in the coming weeks that will make this your LibCRM Reports hub!

New Report

When you create a new report, you’ll have the option to start with a template. You can save any report as a template for ease of running this report in the future.

Once you generate your report, you can refine it further with Additional Filters. For example, you could narrow a report on all of your faculty to show just a certain Interaction Type (a consultation, a tour, a research appointment) or an Interaction Source (LibCal Spaces, E-mail, Webinar).

Also on the New Reports page, you’ll find:

  • How Filters Work, which explains how filters and options inside filters are combined in a report.
  • Basic Filters, which let you choose how you will narrow down your People or Organization Profiles for your report. The most common ones are displayed when you arrive at the page; click “Add/Delete Filters” to customize.
  • Selecting Custom Fields using the “Add/Delete Filters” option lets you include these fields as filters in your report.
  • Additional Filters let you get very specific by filtering using information from Interactions, Projects, and Tasks in your LibCRM system.
  • Save as Template allows users to save the current filters configuration as a report template. Once you save your template, these filters can be reused from the New Report dialog. Go to Reports > Report Templates to manage these.
  • Once you run a report, use Set Report Data Fields to select the data fields you want to print/display in the report. By default, all the fields are selected.
  • Download your report by clicking Export XLS.

LibAnswers

The LibAnswers 2.35.0 release is on its way! This release brings a big update for the LibAnswers question form builder. We’ve overhauled the interface for building question forms, and added more flexibility in terms of the number and type of questions that can be added. We’re also bringing you some great chat updates, including the ability to add internal notes for LibChat chats at any time during the conversation, more options for sending the transcript to the patron during and after the chat, plus some fun updates for tags. Read on for all the deets!

LibAnswers Question Form Update

We’ve made major updates to the LibAnswers question form, with the goal of making it much more flexible and easy to use! With the new question form builder, you are no longer limited to 3 multiple choice and 3 free text fields. Now you’ll be able to create a question form with up to 15 “custom” questions, which can be any of our available types. These types now include 3 types of multiple choice selections (dropdown, radio button, or checkbox fields) and 2 types of free text entry fields (single line or multi-line).

We’ve also completely revamped the question form builder itself. Now, instead of creating “sections” within the form, we’ve added a separate “header” form element, which lets you create header text and rich text areas within the form, and reorder them in the same way you’d reorder any of the other question fields. This also meant moving our old setting for form label positions (i.e., does the label show to the left or above the entry/selection field) out of the old “sections” area, so there is now one label position setting which will apply to the entire form.

In addition, as part of this update, we wanted to address a longstanding pain point with embedding question forms in external sites. If your form includes the ability to upload a file, this file upload will now be available anywhere you embed the widget, even across domains! Just create a question form widget via Admin > Widgets and APIs and embed it wherever you’d like, and the option to upload files will appear.

LibAnswers, LibChat, & Co-Op Improvements

We have several nice-to-have features for LibAnswers, LibChat and Co-Ops!

  • Screenshot of Internal Note functionInternal Notes for LibChat. It’s now possible to add an internal note to a chat transcript at any time during a chat interaction! These internal notes are not displayed to the patron, but they become part of the transcript that admin/librarian users are able to view. This will be a really helpful feature for communicating with folks who may be reviewing the transcript after the fact, and we hope it will make it easier to communicate things like resources consulted during the course of the interaction, or comments about policy page information that needs updating, or really anything! You’ll see this new feature when chatting with patrons; select the “Note” label to switch the typing area into Notes mode. Click the “Message Patron” label to switch back. Happy noting!
  • Email Chat Transcripts to the Patron. We’ve expanded the options in the system for emailing chat transcripts to patrons. You’ll now see a button within the chat UI itself that allows you to email the current transcript to the patron at any time during or after the chat interaction. We’ve also added an option to email the transcript to the patron from within a Coop > Transcripts tab, so you can email the patron with the transcript after the chat concludes.
  • Tags Color Picker. We’ve added a handy color picker option for internal tags, the tags which can be applied to tickets and chat transcripts. Admins can now customize the colors of these tags, to help impart more meaning where they’ve been applied. Admins can head to Admin > Metadata > Tags > Edit Tag to customize the background and/or font color of tags in your system.
  • Tag Chart for LibChat Transcripts. We’ve also added a handy tag distribution chart to LibChat reports, so you can quickly see the distribution of tags which have been applied to chat transcripts in your system. Head to LibChat > Statistics > Clients/Staff in order to view the distribution of applied tags.
  • Tags and Initial Question In List of Transcripts. We’ve also tweaked the display of chat transcripts in their overall list; we’ve replaced the prior “IP Address” column with a new column dedicated to displaying the chat initial question text and associated tags. This way, it’s easy to see at-a-glance which chats have been tagged. To see this in action head to LibChat > Transcripts.

Bug Fixes and Miscellany

  • We’ve fixed a couple of bugs related to viewing transcripts in the Co-Op, including:
    • Librarian names will now display for users outside of your home region, instead of displaying “Unknown.”
    • Chat Transcripts from users outside your home region will now display as expected.
    • Transcripts will now display all results, instead of showing a limited number of transcripts when using certain filter combinations.
  • We’ve fixed a bug in the Admin > 24/7 Co-Op tab, where in some sites this page would render an error message.
  • We’ve fixed a bug where the QuestionPoint stats data was not updated correctly in limited cases.
  • We’ve fixed a bug where sometimes, Co-Op Feedback could show duplicate records.
  • We’ve made many improvements to our initial internationalization translations for the LibAnswers admin interface.

Upcoming LibAnswers Training Sessions:

LibStaffer

We have a super exciting announcement for you from the LibStaffer team: We are in the process of implementing time zone support! This is just a sneak peek announcement; as there are quite a large number of moving parts in which we need to add time zones. But watch this space for more information in the near future!

In addition to diligently working on supporting the ability to set different time zones for user accounts we have the following updates in this release:

  • We’ve added a filter for Position, when viewing shifts. This applies to schedules that have been set to assign shifts by position.
  • An issue has been corrected for the LibCal Hours integration that caused opening hours to not display on the schedule view.
  • We’ve fixed a problem on the ‘Staff’ report where in some scenarios, regular user accounts had access to the admin clock in/out functionality.

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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.

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 LibCal, LibGuides, LibWizard, LibStaffer, LibAnswers, and LibCRM Features

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

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

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

LibCal

Billing

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

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

Appointments

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

Events

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

Equipment & Spaces

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

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

Hours

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Globalized LibGuides Community site

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

Faster stats reports

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

Accessibility fixes

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

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

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

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

Smaller fixes and features

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

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

LibAuth Integration

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

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

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

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

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

Certificate of Completion for Quizzes and Tutorials

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

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

Other Features & Fixes

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Shifts by Position

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

Integration of LC Hours

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

Multi Date Picker for Shift Creation

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

New Shift Claim Period Options

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

New ‘Clock In By’ Options

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

Favorite Shifts Report

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

Other Features & Fixes

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

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

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

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

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

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

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

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

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

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

LibAuth & LibApps

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

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

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

LibGuides

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

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

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

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

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

LibCal

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


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

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

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

LibAnswers/LibChat

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

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

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

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

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

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

LibInsight

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

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

LibStaffer

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

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

 

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

“We’re All In, Because It’s Easy”

..says Andrew Adler, director of the Georgetown College Library, when asked why the Library is using the entire platform of Springshare tools.

Andrew, like most librarians, wears a lot of hats. From teaching library instruction, manning the reference desk, creating training tutorials for student workers, and being available nine hours a week for one-on-one research consultations, plus being the director for the entire library – he needs their web platform tools to just work and be easy to use“.

LibGuides CMS-Powered Website w/ Integrations

Georgetown College Website

LibGuides CMS allows for seamless integration with Springy Tools

The Georgetown College Library uses the entire Platform of Springshare Tools – and they use LibGuides CMS to power their Library Website.

“Things got a lot easier when we moved our website to LibGuides CMS.”

On their library homepage, an embedded LibCal Hours widget automatically updates to display today’s hours… no manual updating needed.

Their reference services are prominently showcased, with embedded LibAnswers LibChat widgets promoting their live reference assistance and a customized Ask Us form that routes all queries right into their LibAnswers ticketing queue.

All library forms, from a book purchase request form to reporting a catalog error are created and stored using LibWizard. In an effort to streamline work processes, their library student application is a LibWizard form! This way, librarians only have to go to one place, LibWizard, to view all form submissions.

Student Worker Training

Student Worker Training

Informing & Training Student Workers

All library student employees are trained using a combination of LibGuides with embedded LibWizard tutorials. Talk about making your tools work for you!

Circulation Student employees access the Circ Dashboard LibGuide when they sign into the circ desk computers.

From here, they can easily view their work schedules via LibStaffer, access library quick links, and take interactive training with LibWizard tutorials.

Since they’ve already used LibWizard to submit their student application forms, the process is consistent and seamless. As Andrew said, “everything they need – put in one spot”.

Andrew presented at the October 2016 SpringyCamp on training student workers using LibGuides and LibWizard. View Andrew’s presentation and download his slides.

Geogetown College Circulation Desk LibGuide

Student Circulation Dashboard LibGuide

LibWizard Tutorial

LibWizard Interactive Tutorial used to train student employees

Georgetown Staff Directory

Staff Directory LibGuide Powered by LibAnswers FAQ Widget

Using Widgets Makes It Easy to Maintain & Share Info

Even the library’s staff directory is a product of integration.

Andrew maintains the Library Staff directory as a published LibAnswers FAQ, making it easy for anyone searching the FAQ database to find staff email addresses and phone numbers. But, what if they’re not in the FAQ database? How do they find that information?

Easy!

Simply embed that Staff Directory FAQ as a widget into any webpage, including their LibGuides CMS-powered website. This way, Andrew only has to update the directory in one place, the FAQ, and watch those updates trickle down to everywhere it’s been embedded. The same consistent information is easily syndicated across multiple platforms and is easy to maintain from one central location.

Wait, What About Faculty?

 

LibCal Booking form

LibCal My Scheduler IL-Booking Form

Andrew wanted to create an online process where faculty could request library instruction as quickly and efficiently as possible. Email wasn’t cutting it, creating a lot of unnecessary back and forth. Plus, the Library maintains access to several IL-Classrooms so pointing faculty to a room reservation system would have required that Faculty know which room to request and when.

Using an outside-the-box solution, Andrew repurposed their LibCal My Scheduler as a tool for faculty to book library instruction. Most libraries use the My Scheduler tool to coordinate and schedule one-on-one research consultations. But Andrew saw it as a way to streamline their IL-Booking process. Faculty select their preferred date and time, and share their session preferences and class notes to ensure that the instruction is as targeted as possible – for the student’s benefit. Andrew receives the request, selects the appropriate classroom, and it’s all done…in just a few clicks. Easy-peasy.

These IL-Instruction Stats, and all stats from their Springshare tools, are automatically funneled into their LibInsight data gathering tool. From here, Andrew can run reports on how many classes were taught last semester, hits they had on their Library Website, and chats/texts/email reference questions they received.

Plus, using LibInsight’s Gate Counts Dataset, Andrew is able to view how many people are in the building – updated to the most recent hour. This data allows them to make staffing changes to their service desks based upon actual library traffic data. “It’s important for us to understand our student’s point of need and work to meet that need.”

 

LibInsight Gate Count Dataset

Gate Counts Data

LibInsight Gate Counts Data

Every year, Andrew meets with the Georgetown College Provost to cover the library budget. As is typical at these meetings, every line item is scrutinized. Andrew makes it clear that their use of Springshare tools are an essential library service.

“The Library couldn’t function without it – it’s our website, our research guides, our reference service tool, or reservation tool, and so much more. — Andrew Adler

LibAnswers 2.12.0 Encryption Update Now Live

Exciting news for LibAnswers subscribers, especially for those of you who are concerned about ensuring patron privacy (so, everyone, right?? 😉 ) – in today’s release, we’re rolling out encryption for key patron identifying information as it’s being stored in the LibAnswers database (aka “at rest”). This is one more step in our continuing efforts to ensure that patron data is safe and secure.

Patron Data Encrypted At Rest

Your patrons’ email address and SMS numbers are now encrypted as they’re being stored in the LibAnswers database, as long as they’re in fields that we know to contain email and SMS numbers, ie this does not yet apply to information shared in the text of a patron’s reply. There’s nothing you need to do to opt in to this change – as of this morning, all key patron email addresses and SMS numbers have been encrypted. This also won’t impact your ability to see the “history” of transactions with specific patrons or to run statistics.

Additional Bug Fixes

While testing for the big Encryption update, we ran into a few small bugs which we squashed like Godzilla. Here’s the rundown:

  • Reply Editing – Sometimes patron replies that are submitted into the system can either show up as too long (where they include the entire reply thread in a single reply), or too short (where a key piece of information gets cut off). To help with these, we’ve added a new option to edit the patron’s reply, so you can simplify or clarify individual patron replies. To do this, head to any ticket with patron replies, click the cog icon on a particular reply, and select “Edit Reply” – this will bring up the text of the original patron reply alongside a rich text editor, which you can use to edit the reply’s content.
  • Manage Assets: Edit File & Click Filename – We noted a couple of small issues on the Manage Assets screen, where clicking on an asset’s title didn’t do anything (instead of loading a preview of the file as intended), and editing a file lead to some pretty odd errors. We’ve squashed both of these issues – to see the fixes in action, head to Admin > Manage Assets.
  • Chat Widgets Now Load via HTTPS – This has been an optional setting for LibChat, but in this update we’ve streamlined things so that chat widgets now load via HTTPS by default, so patron chats load via SSL right from the get go.
  • Systems Status Management: Image Manager – We realized the image manager icon was missing from the product description field – oops! This is now back – Admins, head to Admin > System Status Management > Edit Product and you’ll see it’s back.
  • API Issues:
    • There was a minor issue where the search API was not properly returning the total number of results, which we’ve since quashed.
    • There was also an issue where adding an IP restriction for the API wasn’t being applied properly to widget – this is also fixed.
  • Accessibility Updates:
    • We’ve added an aria label to the hamburger menu (visible when viewing a site on a mobile device).
    • For screenreaders, we’ve added aria-hidden=true to the hidden input for the typeahead widget, as it was causing accessibility errors.