Archive for LibGuides

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

We are rounding into fall here at Springy HQ and have some awesome new features for you to sip with your PSL. These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, October 9. Read about: LibAnswers | LibCal | LibGuides | LibInsight

LibAnswers

Pickup Manager!

The LibAnswers 2.38.0 release is on its way, and we’re thrilled to bring you the new Pickup Manager as a part of it! This new module–available later this month–is designed to streamline your holds pickup workflows and empower patrons to pick up their library items quickly and safely. The Pickup Manager:

  • Fully integrates with your ILS for streamlined workflows;
  • Works great with LibCal’s Spaces module for designating specific spaces for pickups, and enabling patrons to schedule these at their convenience;
  • Provides great statistics and analytics, helping you increase user satisfaction and improve your holds service; and
  • Just like all other Springy tools, it is affordable.
How Does it Work?
  • Patron requests a hold in your ILS.
  • When item(s) are ready, your ILS sends an email with the link to our pickup scheduler in LibCal. (customized emails from Pickup Manager coming soon).
    • Already a LibCal user? You’ll be able to designate locations in the Admin > Spaces area to connect to the Pickup Manager.
    • Not a LibCal user? No worries, just contact us!
  • Patron reserves their preferred time & location using our easy-to-use booking interface in LibCal.
  • “Today’s Scheduled Pickups” on the Dashboard helps you prepare today’s items. 
  • When the patron arrives, they SMS/Text you with a customized keyword, using your LibAnswers SMS number. The Pickup Manager recognizes the patron and alerts you of their hold details so you can easily grab and deliver their items.
    • Already a LibAnswers user? You’ll designate which SMS number should be connected to the Pickup Manager. You can designate multiple SMS numbers with your Pickup Manager!
    • Not a LibAnswers user? No worries, just contact us!
  • If needed, you can communicate back-and-forth with the patron about their pickup via SMS/Text – all from the Pickup Manager dashboard.
  • Coming Soon: When items are picked up, the Pickup Manager marks the item as picked up in the patron’s ILS record, too.
  • If patrons text that they’ve arrived outside your hours of operation, Pickup Manager automatically texts them back with a customizable message, letting them know that your service is closed for the day.

Upcoming Pickup Manager Sneak Peek Sessions (all times listed are Eastern Time):

Zoom OAuth Integration

Our screen sharing integrations have a new addition:  our Zoom OAuth integration has been approved! If you’re an admin in a site with an existing Zoom account, you’ll no longer need to use the JWT-based authentication option to integrate your own screen sharing credentials. We have lots more help on how to set up this exciting new option available here

Be sure to check out our recorded training sessions!

Also check out the LibAnswers release notes on the Springshare Lounge for more complete information on the contents of this release. [Back to Top]

LibCal

As the seasons have changed, the pandemic has stuck around. Springy tools have been here for you as you’ve launched pickup services and social distancing seat-booking programs. We’ve heard your requests for additional changes, several of which we are pleased to bring you this month. 

Period-Based Booking @ Seat-Level!

We have added support for creating period-based reservations at the Seat level. You can already set up period-based bookings at the Space level and this release provides more granularity. To set this up, you’ll need to designate a location as as “period-based booking.” This means each set of opening/closing hours are considered one bookable slot. Head to Admin > Spaces & Equipment > Edit Location > General for the new “Public Seat/Space Booking page” option to set this up.

Seats API 

We have added new endpoints and updated a few existing ones to support retrieving Seats and occupancy data via our RESTful APIs.  Go to Admin > API to explore these new and modified endpoints. 

  • space/booking/:id – Information about one or more specific bookings in your system
  • space/bookings – List of bookings in your system
  • space/utilization/:id (NEW!) – Current spaces utilization and occupancy data in your system
  • space/seat/:id (NEW!) – Details, including availability details, of a seat in your system
  • space/seats/:id (NEW!) – Details, including availability details, of seats in your system
  • space/zone/:id (NEW!) – Details for a specific zone
  • space/zones/:id (NEW!) – Details for all zones at a location (note this is “zones” plural)

Zoom OAuth

We’re super excited to announce that our Zoom app has been published to the Zoom Marketplace and is available for you to use in Appointments & Events.  If you’re an admin in a site with an existing Zoom account, you’ll no longer need to use the JWT-based authentication option to integrate your own screen sharing credentials.  Navigate to Admin > Integrations > Online Appointments & Events to configure the Zoom integration using OAuth.

Other

We are happy to bring you additional exciting features such as:

  • A date range selection for the Contact Tracer report;
  • the Spaces Booking Explorer will now return Check In/Out details if enabled for a location;
  • much more that can be read about over on the Springshare Lounge.

Upcoming LibCal Training Sessions:

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

LibGuides

We are hard at work behind the scenes designing a new future for LibGuides. We also have an exciting LTI update for you in this round of releases.

We’re making it easier for you to debug LTI searches with the updated Library LTI Page Builder Preview. In LibApps, head to Admin > LTI Tool Builder -> LTI Automagic -> Library LTI Page Builder and click “Preview Page” to see the new “Debug Mode” setting. Check the box and then run a sample search on your LTI metadata value. The debug section will include REGEX information, so if you have a REGEX applied to your search, you will see what the LTI metadata parameter value transforms to.

LTI Debug

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

Be sure to check out LibGuides release notes on the Springshare Lounge for more complete information on the contents of this release. [Back to Top]

LibInsight

Easily Import Platforms and SUSHI Providers

We’re excited to introduce the new E-Resources Management page, to facilitate quick import and management of COUNTER 4/5 platform and SUSHI provider information. On this page, you will have the option to import platforms and SUSHI providers using our CSV templates. Go to Admin > E-Resources Management to get started! In a future release, you’ll be able to use this page to view which platforms are in which dataset(s).

E-Resources Management

More Accurate Database Reporting

In an effort to streamline the information shown in COUNTER 5 dataset Database Title Analysis, we inadvertently removed Investigations and Requests from the report display, showing only Searches. We fixed this! So when you do a COUNTER 5 Analysis, then view a Database Title list in a platform, you will see Investigations and Requests for databases, like you did before. Do an analysis on your COUNTER 5 dataset, then go to Databases > Usage > Title Lists and choose a platform to view metrics for Databases contained in that Platform and all their metrics.

In a future release, you’ll be able to see database usage broken down by data type: Total Requests for all Journal content, for all Book content, etc. Note: It’s not possible to drill down from a database into the individual books and journals it contains; you’ll be seeing for example all Requests from all Journal content contained in the database. For individual title use, see the Journals tab.

New: Journals Title-Level Analysis!

The Journals Usage report has a new Title Analysis section that displays the Top 20 Journals, by Total Item Requests, Unique Item Requests, or by total  Denials. Below the graph, you’ll see the Top 10 Titles with Decreasing Usage, and the Top 10 Titles with Increasing Denials. 

Journal Titles

Even better–click on an individual title to view a month-to-month graph of the usage across your analysis period. 

screenshot

We’ve also included these highly-requested features:

  • Delete SUSHI fetched reports within a platform
  • Additional aggregate methods for both custom and gate count datasets for the dashboard charts.

Check out the LibInsight release notes on the Springshare Lounge! [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. We are always here for you if have any suggestions or questions.

[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.

Missed It? Watch it! SpringyCamp 2020 Recordings Available

Last week’s SpringyCamp was one for the books! We were thrilled so many from the Springy community joined us for camp. Over two days (for a total of four sessions), we got to see what others are up to, hear new ideas, and just generally find inspiration for how to expand services and explore ways to engage students and patrons in this “new normal.” All of our presenters deserve a huge round of applause for their time and efforts!

In case you missed it, it’s not too late to make a batch of s’mores, settle into a comfy chair, and watch the presentation videos. Have questions for the presenters? Want to give kudos? Head on over to our Getting Ready for Camp guide to find instructions on how to join the conversation.

You can even claim an official SpringyCamp 2020 Attendee badge for your Lounge profile! Just head to that badge’s page (make sure you’ve logged in) and use the Request Badge button!

A few Springy favorites:

We had so many well organized, thoughtfully created presentations this year, that we were impressed with each and every one. Here are a few fan favorites, picked because of the timeliness of the topic, engagement it generated during and after the session, and positive feedback we received!

You can watch recordings from all of our excellent presenters, download their slides, and jump to their additional resources from the SpringyCamp 2020 guide. Check them out below!

Using Springshare Tools to Manage & Record COVID-19 Information

New Partnerships: Using Springshare Tools Outside of the Library

Connections: Your Library & Social Justice – Amplify Black Voices with Springshare Tools

We’re All Distance Learners Now: Using Springshare Tools to Share Information with Staff and Patrons

ICYMI: Using LibGuides to Support Racial Justice & Create Inclusive Communities

During these frenetic times, it’s easy to miss an email or overlook an article you’d normally love to see. And while it’s the weekend.. almost… before our brains check out for the week, we wanted to highlight a few recent must-sees from the Springy community. If you have ten, or better yet, 30 minutes, we highly, highly recommend taking a look!

Must-Read: SpringyNews Article by Twanna Hodge

In case you missed it, last week’s edition of SpringyNews included an extra special guest. Written by Diversity, Equity, & Inclusion Librarian Twanna Hodge from the University of Florida, it addresses an important point – LibGuides are much more than resource webpages. They are part of how we represent our communities online. How can we engage our guide readers, cultivate inclusivity, support anti-racism, and move them to act?

Guides can provide necessary and helpful information and resources, but the work does not stop at creating a guide. Fighting for racial justice and creating inclusive communities is a consistent, life-long journey that takes time, effort, and resources. Racism is pervasive and permeates all areas of society, including libraries. Libraries do not operate outside of society, and isms and phobias are inherent in the people who work within them and the very structures of our organizations. Lean into your discomfort. Fail forward.

In her piece, Twanna continues to answer three important questions:

  1. What are resources that guide owners can provide that non-BIPOC creators tend to overlook?
  2. How can guides be built to make all users welcome and promote inclusivity?
  3. How can guides be used to start, continue, and move the conversation forward and to action?

Along the way, she points readers to some helpful resources, including:

Her article isn’t to be missed. To read it, head on over to the LibGuides Tricks page of July’s SpringyNews edition: Communities Reimagined.

Must-Watch: SpringyCamp Presentations on Amplifying Black Voices with Springshare Tools

In light of recent events, this year’s SpringyCamp added a special subtheme, Connections: Your Library & Social Justice – Amplify Black Voices with Springshare Tools. And while SpringyCamp wrapped up its two-day camp just yesterday, its recorded videos are already live!

We were thrilled to hear from Shaina V. Destine and Allison L. Sharp from the University of Tennessee Libraries and Lorin Jackson and Naja Smith from Swarthmore College.

They brought their own experiences and expertise to the table to present on creating LibGuides to recognize and include diversity, provide new opportunities to work with and engage students and faculty, and build and share collection materials from marginalized voices.

Head on over to the SpringyCamp 2020 guide to watch both days of presentations.

Here at Springshare, we’re committed to amplifying Black voices and using our tools to support anti-racism and foster inclusivity.  We thank our recent contributors for lending their voices, and we hope they’ll be widely shared within the Springy community!

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.

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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.

Online Learning Made Easier with LibGuides LTI & E-Reserves

After months of pandemic-related anxiety and uncertainty and two weeks of pain, turmoil, and unrest here in the United States, only one thing feels certain: the days keep ticking forward. The new school year will be here before we know it.

As colleges and universities plan for a 100% or partially remote fall semester (or even academic year), librarians are acutely aware that pandemic + economic uncertainty + personal stressors = students and staff with less mental space for learning and teaching. And for many, trying to navigate an online course using a computer adds even more anxiety and confusion.

Reducing the number of clicks required to find this week’s reading, search library materials, and reach someone to ask a question will go a long, long way in lessening a student’s cognitive load so they have the mental space to learn the class material.

Fortunately, Springshare has some options available to natively integrate library resources and course materials right into existing courseware tools!

LibGuides LTI: Guided learning pathways that reduce unnecessary noise

For those unfamiliar with LibApps Learning Tools Interoperability (LTI), it allows you to embed your LibGuides CMS and E-Reserves module content right into your learning management system (LMS) like Blackboard, Canvas, or Moodle.

Your students may already be used to logging into your LMS to access their courses. They may also be familiar with heading to LibGuides to finding library information, subject guides, and databases. But combining them with LibGuides LTI provides two major advantages:

  • For students, there’s only one place they need to go to find information. This means one log in to remember and one webpage to bookmark.
  • For library staff, you can present relevant resources at the moment students are receptive to seeing them, making students more likely to remember and use them.

Students easily forget library links in their welcome emails and syllabi. With LTI integration, the database, course reading, and/or the subject guide is right there when they need it. It makes life easier for library staff, too, as there’s no need to add guide links manually to an LMS course or rely on asking faculty to add them to their courses for you.

There are two LTI integration options, and you can choose either or both!

  • Manual works just like it sounds — the LMS user selects the guide, page, box, database list, or E-Reserves course to add right to the course.
  • Automagic allows you to utilize LMS course and guide and/or E-Reserves metadata to match the relevant guide(s) and E-Reserves content to the LMS course.
    • It also comes with a handy library page where you can show matching LibGuides results and optionally embed LibAnswers chat and FAQ search widgets, LibCal Spaces and Appointment booking widgets, and subject librarians.

The E-Reserves module: Deliver online course materials & manage eDocuments

Speaking of E-Reserves content, a primarily online learning environment has created new challenges for getting course materials to students. Requests need to be processed, items need to be linked or uploaded and attached to their respective courses, and access needs to be limited.

Meanwhile, you need to manage copyright information and find a way to make the materials available right where the students need them. And provide a simple way for faculty to request E-Reserves content and manage the item’s entire life cycle.

Our E-Reserves module can be added to either a LibGuides or LibGuides CMS subscription, and it comes with some huge plusses:

  • It’s affordable. With competitive pricing, you can justify its cost for a partially online learning environment. If your campus suddenly closes, its reusable and flexible nature allows it to handle an uptick to fully online learning, too.
  • There’s no need for a new account for library staff already using LibGuides, and admins can customize access to E-Reserves for library staff and faculty.
  • You’re working within an already familiar interface — staff will access E-Reserves right from within LibGuides.
  • Seamlessly add courses to existing guides as a page. Use E-Reserves metadata to add it right your LMS course.
  • Optionally require student logins to access courses with LibAuth or use course/item passwords.
  • Allow students to find E-Reserves content with a LibGuides search. You can choose to allow course and item search indexing.
  • Easily integrate E-Reserves courses into your catalog/discovery layer using OAI-PMH harvesting.

E-Reserves can be used for eDocument management and sharing too! So don’t think of it as just being used for sharing professor-selected eresources.

For sites looking to natively integrate course readings into their LMS and their catalog, adding the E-Reserves module to LibGuides just makes sense.


While issues related to a lack of digital literacy and internet access are not new, overcoming them will now become a requirement for student success. Some questions for how to address them require long-term efforts and systemic changes. However, using available tools like LibGuides LTI and E-Reserves will reduce confusion and frustration. And help prevent student fatigue and information overload by reducing barriers to needed resources once they’re in their courses.

Want to learn more?

Code Release: New LibGuides & LibInsight features coming your way!

All Regions Important Code Updates

These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, May 15, 2020. May is a busy month for us here at Springy HQ! In addition to the new LibGuides and LibInsight features heading your way next week, the following week we will be bringing you a new Reports interface for LibCRM, as well as additional updates for LibAnswers. Keep your eyes here on our blog for more info about that release, coming soon.

Before we get to release details, we have a couple of exciting updates / announcements:

  • We are switching all remaining LibCal, LibAnswers, and LibGuides sites to HTTPS-required this summer, starting in mid-June. We are 90% of the way there! This final push for the remaining sites will get us to 100%. If you are currently not requiring HTTPS for your site, we will be changing your site to required. Please stay tuned to your inboxes for more information, by around mid-June.
  • Also upcoming to LibGuides, we are deprecating support for LibGuides API 1.0. If you are using LibGuides API 1.0, you will be contacted before this change is made. If you are not, you do not need to do anything.

Read about: LibGuides | LibInsight

LibGuides & LibApps

This month we’re excited to bring you a few changes to LibGuides, including the ability to require SSO login for LibApps, and an update to Tabbed Boxes.

Limit LibApps Login via SSO

Many of you have asked if you can pair your LibApps logins with your SSO, and now you can! With this release, you can do two things:

  • Require SSO authentication for LibApps login.
  • Limit that LibApps login to a group defined in your SSO.

In practice, this means that you can direct anyone who clicks “Login to LibApps” to your SSO login screen, which hides the LibApps login form from your users. If you further limit LibApps login to a group defined in your SSO, you can immediately remove someone from that group in order to revoke access to the admin side of all Springy apps. This is especially useful for larger institutions who need to revoke access when someone leaves, but who may not have time to remove all accounts at the drop of a hat.

Tabbed Boxes Now Powered by Bootstrap

We are in the process of retiring the jQuery-ui library for security reasons, and as part of that process have swapped it out for Bootstrap, for Tabbed Boxes on guides.

If you have never written custom CSS or Javascript to act on your Tabbed Boxes, you can safely ignore this update; just know that their look and feel will change slightly when this code is released.

If you have written custom CSS or Javascript to act on your Tabbed Boxes, please look at this FAQ explaining which CSS selectors have changed. If you have written extensive Javascript and would like to take a peek at Tabbed Boxes before the code is released, please drop us a line.

Here’s a screenshot preview of a new Tabbed Box:

screenshot

Additional Features and Fixes

  • We fixed an issue that caused guides in Internal Groups to be missing from the public guides list for people who are logged into LibApps. This fix also ensures that search results for guides in Internal Groups are displayed for people who are logged into LibApps.
  • To help prevent accidental deletion of guides, we removed the option to delete a guide while on the editing screen. Go to Content > Guides to delete a guide. Protip: make and double-check an HTML backup first!
  • To help prevent accidental breakage of LibGuides pages, we are introducing code that will examine Guide, Page, and Box title content to make sure that what is included there will not break the page. You can still include tags to make these titles bold or italicised, and you can still use a FontAwesome icon at the beginning of a title.
  • To help prevent accidental breakage of LibGuides pages, we changed the way that Content Box and Blog Widgets are generated. Now, if you wish to use a Content Box Widget or a Blog widget outside of Springy products, you’ll check the box below to include jQuery.
Screenshot
  • We fixed an issue affecting proper display of language keys for Books from the Catalog assets on guides in a group, where the group’s language differs from the system’s language (whew!).
  • Lastly, we have a few accessibility fixes to bring you:
    • Now when you navigate through a guide via the keyboard, your cursor will stop on the description fields for non-database assets.
    • We fixed an issue preventing the saving of Alt Text when creating a new or editing an existing Book from the Catalog asset.
    • We made the User Privacy Alert more accessible by making sure it is the element in the page first encountered by screen readers.

Upcoming LibGuides Training Sessions:

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

LibInsight

For this round of releases, we’ve been working behind the scenes once more on our code for LibAnswers, LibCal, LibGuides, and Google Analytics datasets! We’ve also fixed a couple issues, including one that caused user sessions to be fetched improperly in a LibGuides dataset.

Fixes and Improvements
  • User sessions data is now fetched properly for the LibGuides dataset.
  • In COUNTER 5 dataset analysis, we have changed the way that the Top 100 Databases / Journals / Books / Others Titles Report is generated, to ensure that you’re seeing the Top 100 Titles for each individual metric. Formerly, we pulled the Top 100 Titles by Total Item Investigations then sorted by other metrics.
  • We fixed the issue with deselecting affecting the “Include Cost-Per-Use-Analysis” checkbox for COUNTER 5 analysis.
  • The Daily Time-Based Analysis report no longer fails for date ranges beyond 364 days.
  • The widget summary report (custom datasets) now lists the fields in their original order instead of alphabetically.
  • The Custom Dataset Search and Replace tool now works with field data that contains slashes (‘/’).
  • We’ve addressed a couple of color contrast accessibility issues throughout the app.

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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.

You’ve Switched to Remote Services… And the Numbers Show It

As libraries across the globe quickly pivoted to online services in response to the pandemic, we’ve been seeing some really interesting early numbers that illustrate the size of this sudden change in library services. We wanted to share these with you, along with some information about what we’ve been doing on our end to support you all during this time.

Spikes in LibAnswers and LibGuides = Librarians hard at work

Since March 2020, we recorded these numbers in LibAnswers activity compared to March-April 2019:

  • Incoming chats increased by 109%. To put this in perspective, that’s a total of 338,794 LibAnswers chats in less than two months.
  • Our 24/7 librarians fielded 5,677 chats on the new 24/7 LibAnswers Cooperative platform. Each of these represents a chat that would have gone unanswered.
  • Patron-submitted questions increased by 56%, which equals 303,273 queries sent via email, social, SMS, and question form since March.
  • FAQ creation increased by a whopping 217% as 13,017 FAQs were added to public and internal staff FAQ groups.

In LibGuides, library staff created more than 26,000 new guides — that’s roughly a 96% increase compared to last year!

First off, kudos to all of the librarians answering this multitude of questions and creating new content quickly for all of your users. Each one of these numbers represents a person you helped during this crisis. These statistics show how critical it is for librarians to be able to share essential information online while you’re unable to provide in-person assistance.

What we’ve been up to at Springy HQ

It’s been an all hands on deck effort for the Springy team. In addition to our official update on the pandemic, we’ve been working diligently to support you while you’re helping all of these patrons so you can answer questions, share updates, and meet with them from anywhere. This has translated some pretty big numbers on our end, too, and here’s how we’ve handled them.

  • As support tickets skyrocketed, the team adjusted its internal processes to ensure swift responses. Customer queries are up 27% since March 2020 compared to this time last year, and the majority of customer questions are fully answered and closed within one business day.
  • The team launched a new training series dedicated to libraries transitioning to online learning and reference and managing remote workplaces. In March, training attendance was up 198% and video viewership increased by 211% compared to March 2019.
  • We bolstered infrastructure to support increased usage to handle the extra load.

Speaking of training, we’ll be announcing May’s training schedule, which includes our new What is LibAnswers with LibChat? session on May 7th, in this week’s training newsletter. Don’t receive our newsletters yet? Sign up to get them in your inbox.

What’s ahead

  • We donated our platform to the Librarian Reserve Corps, an international volunteer network of over 120 medical, public health, and health science librarians supporting the World Health Organization (WHO) and the WHO Global Outbreak Alert and Response Network (GOARN) with their urgent information needs related to COVID-19. Their sites were installed in just over 24 hours. Read our interview with them next week on this blog!
  • In the coming weeks, we’ll be announcing several exciting (and major) product updates to further help our customers as they pivot to different service models.

We hope you are safe and well where you are, and thank you for being on board with us! We promise to continue to provide stellar tools and superior customer support to help you navigate this difficult period.