Archive for LibGuides

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

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

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

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

screenshot

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

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

LibAnswers

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

New LibAnswers Features

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

Updates for Shared Group Systems

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

QuestionPoint Data Portal

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

Smaller fixes and Miscellany

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

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

Appointments

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

We also have a few Accessibility fixes for Appointments:

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

Calendars/Events

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

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

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

Equipment/Spaces

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

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

We also have these accessibility fixes to bring you:

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

Miscellaneous

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

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

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Privacy Scrub Tool

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

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

Admin Privacy Scrub

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

Additional Improvements

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

We also have these accessibility fixes to bring you:

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

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

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

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

Custom Interactions

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

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

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

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

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

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

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

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LibInsight

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

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

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

A few updates for LibGuides

LibGuides Update
We here at Springy HQ have been hearing from you that you’re working from home, staying safe, and supporting your patrons just as well as you did in-house. As an all-remote company, we have all made this transition at one point, and so we know it can be tough! We continue to work hard to bring you features and updates for all the Springy apps that you depend on, now more than ever. We’ve got your back!
To that end, here are a few important updates coming to LibGuides in the coming weeks, and some reminders about additional changes planned for the summer months. These first two items will take effect by the end of next week, when we put out our next code release.
Updated Rich Text Editor – We’re making an upgrade to our Rich Text Editor available to those who would like to try it out early! It is not only cleaner (and still fully-functional!), but it takes advantage of the spell-check capabilities that are built into your web browser, for faster spell-checking. Just scan your text for words underlined in red, highlight one, then press ctrl+right-click (Windows) or Cmd+ctrl+right-click (Mac) to view suggested corrections:
screenshot
If you would like to update and get a sneak-peak of the newer version, please fill out this form. We will roll this out to everyone by the end of Summer 2020.
Removal of Image Mappings – After our code release next week, you might notice that we have removed the numeric indicators in the Image Manager. These numbers were intended to show you where each image was used throughout Springy Apps. However, this intent was never fully-realized. Rather than continue to show you inaccurate information, we decided to take this down so that we can dream it all up again and create a media manager that is better than ever. Stay tuned to our blog for more announcements. 🙂
You may also notice that the Image Manager lives solely in LibApps now. Adding an image inside a guide has not changed at all, but if you navigate to Content > Image Manager, be aware that you’re jumping to LibApps. Use your browser’s back arrow to get back to LibGuides, or choose your LibGuides site from the blue menu at the top left.
Edit! This is happening next week: Removing the option to add book covers from Amazon. First, rest assured: if you have added any book covers to your guides or Gallery Boxes using the Amazon cover option, those are going to continue to work for several months, until we move to all HTTPS for LibGuides.  Amazon images in LibGuides are HTTP-only, and there’s not an HTTPS equivalent for the images in place, or for the API that we have been using for this. We are removing the option from the Books from the Catalog interface for security reasons, since the images cannot load over HTTPS. The Syndetics, “Other,” and blue and white default cover options will remain. After internal discussion, we decided not to provide this option using Amazon’s newer “Product Advertising API,” because advertising is not the business we’re (or you’re) in. 🙂

More to Come – Summer or Earlier Updates

We’re doing some housecleaning and updating – Here are a few more updates that will be coming soon that you should be aware of. Most of these changes are related to security updates of one stripe or another.
Secure by default with HTTPS. As we’ve mentioned in the past, browsers are starting to enforce the requirement that all web content use the secure HTTPS protocol rather than the original, insecure HTTP protocol. We will be moving all sites to “HTTPS required” this summer, and we will be contacting you several times with tips, tricks, and reminders to prepare your LibGuides site for this all-secure, all-the-time approach. If you’d like to go ahead and make your site secure 24/7, go to LibApps > Admin > Certificates & Domains > Click the padlock for your domain > HTTPS > Required.
Deprecation of API v1.0. Also this summer, we will be deprecating the older v1.0 LibGuides API in favor of the v1.1 API (guides, assets, accounts, subjects) and the v1.2 API with OAuth2 (database assets). If you have website content that is currently using the 1.0 API, please update your calls to use one of the newer versions. If you’re retrieving A-Z Database List assets, check out the v1.2 API, which uses OAuth2 authentication. In LibGuides, go to Tools > API to get started.
Moving tabbed boxes to Bootstrap. Tabbed boxes in your guides currently use a software library that is in need of replacing, for security reasons. We will begin powering tabbed boxes with Bootstrap rather than jQuery-ui, for a more modern look and feel. If you use tabbed boxes, but you have never written any custom CSS to change their look and feel, you can totally ignore this item. 🙂 If you use CSS to customize the look of your tabbed boxes, watch for additional announcements, since you will need to update the CSS to refer to the Bootstrap selectors. (Note: jQuery will be unchanged; this specifically refers to jQuery-ui.)
Further changes for Amazon book cover images.  Next week we are removing the option to add new book covers using the Amazon option.  This summer, we will replace any Amazon HTTP-only cover image with the blue “Default” cover image so that these can be made secure, and so that the layout of any book assets using them does not change. Stay tuned to this blog for more information.
Thanks as always for being on board! Let us know if you have questions or other needs. Your Springy peeps are at the ready!

Resource Sharing with Patrons (and Fellow Springshare Users)

It’s an uncertain time for everyone, and while we’re all in this together as a community, some of us are literally in this together, sharing the same work and living space, for the foreseeable future. Parents (including our own Springys) may find themselves with children suddenly at home who may or may not have lesson plans or structured activities.

As schools are closing, people are hunkering down, and libraries find themselves grappling with the best way to serve and protect their patrons; sharing informational, educational, and entertainment resources online has become more important than ever.

To that end, we wanted to share some resources with you! These are for any fellow parents looking for kiddo distractions that encourage learning and librarians looking for guide inspiration and virtual programming ideas.

Here’s our list of interactive at-home learning sites our Springy parents have discovered or had recommended to them:

Do you have any sites to recommend? Add them as a comment. 😀

Sharing resources with Springshare tools

As you’re finding sites, videos, and other helpful resources for your patrons, here are just a few ways you can use Springshare’s tools to get the word out to your patrons:

Sharing resources with fellow Springshare users

For library staff able to work from home, now may be the time to update LibGuides and LibAnswers sites, create virtual programs and appointments using LibCal, and shift services in general. We’re here for you during this time! And our support ticket numbers tell us that you’ve found us, too. 😉

With many of us former librarians ourselves, we’d be remiss if we didn’t point out all of the online resources we have available for you and your fellow coworkers.

Here’s what we have freely available to our customers 24/7:

Springshare Help Center

Springshare Help Center

  • The searchable Springshare Help Center is great for finding answers to individual questions.
    • For those looking to complete multi-step tasks, like setting up LibChat widgets and the LibCal Appointments module, take a look at our Springboards that combine FAQs with step-by-step guidance and planning considerations.
  • Our training video library of past sessions also includes help guides and resources. We regularly update videos with our newest sessions!
  • SpringyU, our self-paced learning platform, currently features bite-sized Blocks and full Courses for LibCal and LibAnswers FAQs The team is adding more content as it’s being completed!

Our training team is also hard at work creating new sessions for librarians adjusting to the recent shift to online services. Here are some upcoming training sessions specifically for digital services:

  • Teaching Online: Webinar Tips from the Springys – Here at Springshare we do the bulk of our training online. Join us for a 20-minute session where we will share some tips and tricks we have learned to make online teaching easier for you to do and easier for your users to follow.
    • Date: Thursday, March 19, 2020, from 1:00pm – 1:20pm U.S. ET (UTC -4)
  • Use LibCal Appointments to Book Virtual Help/Reference Sessions – With the changes in how we are interacting with patrons, learn how to use LibCal to allow users to book Online Help Sessions with Appointments.
    • Date: Thursday, March 19, 2020, from 2:00pm – 2:45pm U.S. ET (UTC -4)
  • Keeping Important Info Up-to-Date with LibAnswers – We will look how to manage important information about your library, school, university or business, etc, in relation to the current crisis by creating a Covid-19 FAQ Group in LibAnswers.
    • Date: Friday, March 20, 2020 from 1:00pm – 2:00pm U.S. ET (UTC -4)
  • Build-a-LibGuide for a Class That’s Just Gone Digital! – With changes to how classes are being conducted, we need to adapt our methods for sharing information and resources. Join us for a 40 minute session where we will look at creating a guide to support a course that’s recently just gone online.
    • Date: Monday, March 23, 2020 from 12:30pm – 1:30pm U.S. ET (UTC -4)

You can find all sessions related to online learning in response to COVID-19 on our training calendar.

Finally, we have a couple of resources for librarians to help each other!

  • The LibGuides Community site – searchable guides, institutions, and librarians
  • The Springshare Lounge – a dedicated place for Springshare customers to ask each other questions and share information
    • Current LibApps users can request access to the lounge by clicking Sign Up

Many of us are just beginning to adjust the new reality, and we hope these will help you in the process of getting information out to the community and moving library services online. Again, we’re here with you every step of the way. 🙂

Tips & Tricks for the Remote-First World

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

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

Academic & K12 Institutions

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

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

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

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

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

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

LibAnswers Screensharing + LibCal = Booking Virtual Appointments

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

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

Public / State Libraries

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

COVID-19 LibGuides:

 

All Libraries – Virtual Reference & Instruction Services

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

LibAnswers Virtual Reference Platform

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

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

LibWizard Self-Grading Quizzes & Interactive Tutorials

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

LibWizard quizzes and tutorials:

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

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

LibWizard Interactive Tutorial on Downloading eBooks

 

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

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

LibAnswers 24/7 Global Cooperative

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

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

COVID-19 Dedicated Training Series

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

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

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

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

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

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

Grand Ole Lineup of Presentations @ PLA Nashville

PLA 2020 - Booth 641

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

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

Important Tidbits:

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

Guest Speakers – Streaming LIVE on Facebook

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

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

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

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


Managing Public Library Room Reservations with LibCal

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

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


LibCal is the Foundation of My Programming

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

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



LibCal & BiblioEvents Integration

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

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


Scheduling Staff at a Large Public Library with LibStaffer

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

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


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

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

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

LibGuides:

Create Interactive Summer Reading List, Staff Picks & More!

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

LibAnswers:

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

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

LibCal

Charge for Events, Spaces & Equipment 

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

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

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

Create Events & Book Spaces with Equipment Seamlessly

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

LibInsight

Count Library Activity with LibInsight

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

LibStaffer

Staff Workers, Volunteers, & Pages with LibStaffer

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

LibWizard

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

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

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

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

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

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

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

LibAnswers

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

Co-Op New Features

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

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

LibAnswers & LibChat New Features

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

Fixes and Miscellany

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

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

Equipment/Spaces

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

Appointments

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

Billing

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

Calendars/Events

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

Hours

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

Misc Fixes

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

Upcoming LibCal Training Sessions:

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

Also check out our recorded sessions!

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LibWizard

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

Bulk Submission Delete

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

 

Bulk Delete Submissions

 

Notification Email Address Update

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

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

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

Accessibility

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

Feature Improvements & Fixes

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

Data Scrubbing Tool – Coming soon!

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

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

Privacy Scrub

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

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

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

Features & Fixes:

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibInsight

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

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

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

LibCRM

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

Interactions

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

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

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

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

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

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

Using LibGuides to Swiftly Address Current Events

LibGuides for current events

Librarians Don’t Miss a Beat!

Librarians in 96 countries have built more than 719,000 LibGuides. They build subject guides and course-specific guides. Some guides serve as the library’s website. There are how-to guides and guides that reach out to specific demographics. Using LibGuides to share knowledge is easy and that is never handier than when librarians must build guides to respond to current events. When you have to address the matters that your patrons find most pressing and which are, in a way, imminent like tax season or a holiday, a census, a hurricane or a particularly dangerous outbreak, it’s critical that the tool you’re using doesn’t get in the way.

When There’s an Outbreak…Break Out the Information!

The word “epidemic” hits the airwaves and the soundbites travel so fast, it’s a wonder that librarians can keep up. But that’s exactly what they do. We’ve seen LibGuides built on SARS and the H1N1 Swine Flu. You’ll find guides on MERS, which is caused by a coronavirus and some built on the Zika virus, transmitted by mosquitos. Whether the guides and pages were built right at the beginning in response to the need for information or after the fact in order to help people study and learn about the epidemics, LibGuides allows librarians to add:

  • Images of maps showing the affected countries
  • Links to the Center for Disease Control
  • Videos of how to wash your hands
  • Infographics with tips on how to put on a mask
  • Access to useful articles, websites, and recommended databases to learn more

The 2019 Novel Coronavirus is in the news today. Springshare has already found LibGuides popping up, many of them with notes stating they are works-in-progress because the librarians are currently assembling the information. The patron focused New York University Health Sciences Library has an excellent example whose subheading reads,

In recognition that people are interested in learning what is currently known about the 2019 Novel Coronavirus outbreak, we have gathered the following information

The Western Academy of Beijing Red Scroll Library has a Middle School Parents LibGuide to which they’ve added a brilliant page on the 2019 Coronavirus. Along with a lot of useful information, it features an infographic with symptoms, another with ways to reduce your risk, and even includes a video of questions being answered by Dr. Maria Van Kerkhove of the World Health Organization.

The Cleveland Clinic has labeled this an evolving situation and added a page on the 2019-nCoV to its Infectious Disease guide that includes a downloadable toolkit. The American Embassy School in New Delhi, India has added a Wuhan Coronavirus page to their Current Events and Fake News LibGuide built by the school librarian. It shares articles about how the virus is reported, recommended databases and subscription magazines for news, government/NGO information sites about the virus, and more. Being able to pull a LibGuide together quickly to share vital information and curate ways to further delve into epidemics and pandemics is invaluable. These guides can continue to be updated keeping them, and their patrons, current.

Building LibGuides for the Census.

The upcoming census is something you can certainly shed some light on for your patrons, even if your patrons are…libraries. The Southeastern New York Library Resources Council built a LibGuide called Census 2020 for New York Libraries.

  • It shares key roles for libraries and contains information that is specifically tailored for Public, Academic, and School libraries.
  • There is also information on how to be a census site.
  • You’ll find a page on training sessions

Loyola University Chicago has a guide on the census that features an infographic called Census 101: What You Need to Know. It also contains census history and information on why the census is necessary, which may sound like the most basic question of all — but it needs to be answered.

If the 2020 Census hasn’t come up yet, it will and libraries have a vested interest in making sure people understand how important it is and aren’t afraid of it. LibGuides can help you share information about how the census impacts the community and many libraries are sharing what sorts of questions will be asked and even what won’t be. Like any survey you might share with LibWizard, more people tend to participate if they know what the information they provide will be used for and roughly how many questions there will be. They like to know it will make a difference if they take the time to do it. You can even add a discussion board to your guide or embed a LibChat widget so patrons know you are there to help with further questions.

Get Up to Speed with LibGuides on Current or Upcoming Events.

Whether you want to build a guide on the approaching Election complete with ways to see if you’re registered and important dates,  information on what a caucus is, candidates, and anything else you choose to add, or if you want to build a page on the Academy Awards, or create a guide for a visiting author or whatever you have on the horizon, Springshare can help you strategize the best ways to do it.

Here are some upcoming free training sessions. All the times listed are U.S. ET.

We also have some recorded sessions you can watch at your convenience.

Check out all our live training sessions.

 

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

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

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

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

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

SameSite Cookies

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

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

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

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

LibAnswers

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

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

LibChat Features

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

Performance & Accessibility Updates

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

Fixes

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

Appointments

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

Calendars/Events

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

Equipment/Spaces

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

Hours

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

Misc.

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Accessibility fixes

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

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

screenshot

Language Key Updates

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

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

We also updated a few other language options:

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

LibAuth Updates

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

Small Features and Fixes

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

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

Reorder Fields via Dropdown

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

Reorder fields

Updates to Rating Fields

We’ve made updates to two rating field types:

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

    scale rating with input

    Scale rating with input

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

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

Individual Feedback Choices

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibInsight

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

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

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

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

To create a graph like this:

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

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

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

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

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

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

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

screenshotSmall updates and fixes

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

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!
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LibCRM

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

Operational Emails Module

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

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

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

Head to Emails > Operational Emails to:

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

Operational Emails page in CRM

Bulk Import for People & Organizations

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

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

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

Updates Log

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

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

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

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

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

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

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

Ahhh, November…how did you get here so quickly? Many of us here in Springy-land recently saw our first snowfall of the season and we’re all thinking about what we’re grateful for: you! What better way to show how much we appreciate you than to give you a whole new round of features & fixes?

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, November 22.

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

LibCal

Check below your Appointments grid / public pages link to see when your acccount was last synced.Appointments

  • Are you syncing Appointments with Google or Exchange/Outlook? Now you can see the last time a calendar was synced! Head to your Appointments page to see this information.
  • If an account is only associated with one category type, the availability grid and public time slot offerings now correctly display the appropriate slots / padding for just that category.

Billing

  • Discount code tokens in the default email template are now correctly appearing in the emailed payment notification.

Calendars/Events

Features
  • When emailing attendees from the Manage Event > Email Attendees page, the logged-in user sending the email is now BCCed.
  • Calendar email templates now accept up to 65k characters, so you can give your patrons a few more event details.
  • We’ve removed the previous 30 day limit for the event multi-date picker so users can add events that are more than 30 days into the past.
  • We’ve added a category class to the homepage Calendar template to allow users to target it with CSS.
  • The Google Calendar integration logic has been modified so the ‘Initial Export’ button will always be available when the credentials are changed/re-saved.
Fixes
  • The “Register!” button no longer shows for events with no open seats / waitlist seats remaining.
  • Users coming off of the waitlist for a series linked event now see correct dates in the email they receive.
  • Using quotation marks in an email templates subject line no longer strips out text after the first quotation mark.
  • Users will no longer be moved from the waitlist to the registered list or receive a confirmation email if the event has past.
  • Calendars now properly displaywhen using the Multi-Calendar view while your system is set to display in French.
  • We fixed an issue when using the custom date/time option for “Registration Opens” in Events. Registration will now open at the correct time and date when the System Date Format DD/MM/YYYY is in use.
  • When adjusting the date or times in an event, the location selected will now automatically be re-checked for availability against your new date or time.
  • The category field is now included within a calendar’s iCal feed.
  • We’ve fixed an issue in the Event Explorer where the ‘No Campus/Library’ selection for the ‘Campus’ filter was not working.
  • Calendar email templates now only display valid tokens in the email preview. Invalid tokens will display in the preview as blank.
  • The ‘Full Calendar’ widget has been fixed so the widget displays the full calendar and any events clicked on within the widget will display in a new window.
  • We’ve corrected an issue on the public page event search. When a user is on the “Month” view of a calendar and is looking ahead to future months, searching keywords will now bring up events in those future months.
  • We’ve fixed an issue where the {{CAMPUS}} email tag was not being shown in the Event Confirmation emails.
  • Calendar level permissions for users are now included only in the Settings > Calendar Permissions area and not in the Settings > Calendar Settings module.
  • If you’re using the “Calendar (Old Look)” component on your system’s homepage, it now starts the view at the correct time.

Equipment/Spaces

Features
  • We’ve begun adding granular user permissions for ‘Regular’ users.  You can now:
    • Restrict Regular users from creating bookings;
    • Restrict Regular users from editing bookings;
    • Disable the ‘User Showed Up’ field for Regular users;
    • Allow Regular users to create bookings, but require that they be mediated;
    • Disable the ability for Regular users to check in / out equipment items.
  • Disconnecting Outlook/Exchange at the Equipment & Spaces > Location level will now
    disable the sync at the individual Space level.
  • You can now add and edit costs on the mediation approval/denial page.
  • You can now modify the cost on an existing booking from the availability grid.
  • We’ve added missing aria role/landmark information to the public booking pages.
  • All elements on the admin pages can now be navigated via keyboard.
Fixes
  • We’ve resolved an issue with the statistics module where ‘Time Available’ showed as zero and the pie graph was inaccurate if a date overlapped with a deleted Equipment & Spaces hours template.
  • The Spaces booking explorer status filter once again works properly when filtering by ‘Form Answers’.
  • Screen readers accessing booking slots on the availability grid on the public pages will also read back the status of each booking slot, instead of just the color.
  • When creating a recurring booking on the admin side of the system, the list of clashes for that booking is properly displayed vs. showing an empty list.
  • We have resolved an issue where editing a space booking for a space that is connected to Outlook caused the booking to display both the user name and email details in Outlook instead of what was selected in In the Exchange/Outlook Title Setting area.
  • The Spaces privacy scrub will no longer scrub data for future Spaces bookings in a recurring booking series.

Hours

Features
  • We’ve removed an accessibility issue where a user was getting stuck on the Hours page / in its widgets when using keyboard navigation.
  • We’ve added labels to the ‘previous’ and ‘next’ buttons on the department hours table.
  • LibCal’s first Hours REST API 1.1 endpoint has been developed! It pulls opening hours based on location id(s) within a certain date range. Head to Admin > API for more information about this endpoint.
  • Non-English sites using Opening Hours on their LibCal homepage can now replace text within this content type. These new language keys can be found in Admin > System Settings > Language Option > Custom Language > Daily Hours Widget.
Fixes
  • We’ve corrected an issue where the Hours API was returning the “currently_open” value incorrectly if the location was open past midnight.
  • The button to add another custom hours time block will no longer appear if you have reached the maximum number of time blocks allowed.

Misc.

Features & Fixes
  • For users enabling OAuth 2 sync, LibCal now supports ‘Accounts in the organizational directory only’, Accounts in any organizational directory’ and ‘Accounts in any organizational directory and personal Microsoft accounts’ during Microsoft Azure App registration. Previously, ‘Accounts in any organizational directory and personal Microsoft accounts’ was required.
  • Admin-side accessibility fix: all elements in the Appointments, Spaces, and Equipment Booking Explorers and the Calendars Event Explorer can be selected using keyboard navigation.
  • If the text of an email template has been removed, the preview will now indicate that there is no body text instead of showing a misleading “invalid template” error message.
  • We’ve corrected an issue where canceled Appointments and Spaces bookings were creating emails in the Outlook drafts folder when username/password Outlook syncing was enabled.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

We have been working on a bunch of back-end improvements to LibGuides and also have these improvements for you!

Accessibility Updates:

  • We corrected a missing form label for the Google Search and Poll Asset types.
  • ARIA labels are updated to allow a Guides search widget and an AZ search widget to live on the same page.
  • We added an ARIA label for the email address in the command bar on the admin side.
  • We added an indication to the Help link on the Command bar so that screen reader users are notified that this link opens in a new window.

Additional Fixes:

  • Missing screenshots on the LibGuides Community site have been updated.
  • If a guide’s type is set to “Internal,” it will only appear in search results for users logged into LibApps.
  • We fixed a CSS issue that made the Blog page search button misaligned.
  • We fixed an issue that was causing former LibApps Administrators to remain listed on the Dashboard.
  • When you’re viewing an individual draft blog post, you’ll now see that it’s marked “Draft.”
  • We fixed an issue that caused the Table Tools in the Rich Text Editor to gray out on occasion.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Forms, Surveys, Quizzes, and Tutorials – New Features!

Preview Options by Device (all types)

Click the ‘Preview’ button when editing any item and you’ll now see device options along the top. Check out what your form, survey, quiz, or tutorial will look like when viewed on a desktop, tablet, or mobile phone!

Image Choice (Surveys, Quizzes, Tutorials)

We have a new multiple choice field called Image Choice for Surveys, Quizzes, and Tutorials! Add an image for each choice by either uploading an image file or entering the URL of the image from the web. You can also add an image caption, which can either be hidden or displayed below the image (recommended).

Image Choice Survey

Additional Features & Fixes:

  • Forms / Surveys / Quizzes / Tutorials:
    • Dates on the ‘Review Your Response’ page now correctly match the date format of the field.
    • Sorting on Name, Owner, and Created date now works as expected on the landing pages for all item types.
    • We’ve fixed an issue where having a required checkbox field with a ‘jump to’ field rule did not jump to another page when the checkbox was selected. Now all jumps are successful.
    • Adding an initial ‘jump to’ field rule on the first page of an item (before the first page break) no longer makes the first page disappear.
    • Prefilled URLs no longer make the choices appear selected, even though they aren’t.
    • We’ve improved the “Advanced Email Notification Settings > Conditional Email To…” functionality: if a field being used for the “Conditional to” setting is deleted, that option is automatically disabled; the field requires at least one email address; a warning is displayed if the field selected is required in order to continue, stating that the email will be sent based on the users’ first answer attempt.
    • Radio/checkbox multiple-choice fields with both vertical display (multiple columns) and sorting alphabetically, the sorting is now top-to-bottom in each column (vs. left-to-right in each row).
    • We’ve updated the button layout for all editor pages: the Preview link is now a link on the right hand side, above the Workpad; Revert Changes has been removed; Share/URL and View Reports now have a dark background color.
  • Reports:
    • We’ve fixed the issue where filtering reports submitted From and To dates did not include the To dates.
  • Accessibility:
    • We’ve updated the button colors on the admin side to ensure the color contrast is over 4.5:1.
    • We’ve added screen-reader only text to let users know if a link will open in a new window.
  • Admin Settings:
    • We’ve updated the name column in the Admin > Accounts and the “Import LibApps Account” lists to sort by Last Name, First Name.
    • We’ve added additional strings in the Admin -> Language Settings area, so you can modify them, if you wish.
    • Removing an Account no longer unassigns items from the Admin level user removing said account.
  • We’ve updated the tooltip help texts format to include related links to documentation about that item/topic.
    Help Text
Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

Clear shift assignments for one person in a schedule or all.Schedules Features & Fixes
  • A staff selection filter is now available on the Clear/Delete shift process, so if you need to take a specific staff member off of shifts for a specific date range, you can!
  • Multi-Schedule View:
    • Shifts are now displayed by shift/schedule name instead of staff/account name.
    • When filtering by account(s) with the time off overlay enabled, scrolling to the next day/week/month now correctly retains the filtered account selections.
  • The “Auto-Scheduler Maximum Per Week” setting once again saves properly when creating a new shift.
  • We’ve updated the Auto-Scheduler modal to combine the “Don’t schedule a person in back-to-back shifts” checkbox and “Allow Grace Period?” dropdown, since their purposes were quite similar! Now there is one field called “Minimum duration between shifts”, which has an option for “No minimum duration” if back-to-back shifts are okay, and then a list of options if you want to ensure that users are not scheduled in back-to-back shifts.
    The two options for preventing back-to-back shifts have been combined into a single field.
  • We’ve corrected an issue where tooltips would get cut off at the edges of the schedule widget’s iframe.
Time Off
  • Calendar Page:
    • You can now click on a date to add time off (vs. always having to click the button at the top of the page).
    • Each Admin level user or Regular user with Schedule Admin permissions can set a default staff selections view for this page, meaning that by default, you can limit the view to only certain staff vs. everyone in the system. Simply choose the users you want to see in the default view and click “Set as Default View”. The next time you visit that page, you’ll automatically see that filtered view.
      Click the Set Default View button to view your filtered list every time you go to the Time Off page.
  • Approval Page: We’ve extended the records shown on the ‘Time Off Approvals’ page to include any un-approved Time Off records from the previous week. This is helpful, for example, if someone submitted a sick day request on a Friday when the approving manager was out of the office (and there’s no one else to have it fall back on). You could see it on the Time Off calendar and click to approve it there, but you’d have to go look for it there. Now it’s right on the approvals page for you to review and track!
Reports
  • The Scheduled Shifts report now includes optional ‘Position’, ‘Location’, and ‘Department’ fields. Click the “Show / hide columns” button to include these fields on screen.
  • Interested in seeing more details about an account’s swap / given up shift history? Head to the Swaps & Given Up Summary report and click the new blue info icon to see the account’s history, including the account that claimed the shift.
Workflow Forms: Submissions Explorer
  • Attach files to and remove files from a note on any workflow form.
  • You can now also delete entire notes in workflow forms.
Misc. Features & Fixes
  • We’ve updated the Available Hours settings page to make it clearer when you have not yet set any available hours. You’ll now see a message stating available hours have not yet been set along with a button that allows you to set them up.
    Go to your account settings to set up your available hours.
  • Creating a new user or clearing an Available Hours list now correctly makes that user available for any hours/shift.
  • The Clock In / Clock Out modal button is now disabled once it’s clicked, in order to prevent creating duplicate records if it is inadvertently double clicked.
  • We’ve added a tenant specific endpoint support for OAuth2 integrations, so you can set your integration up using any of the three options provided by the Microsoft Graph API service (‘Accounts in the organizational directory only’, ‘Accounts in any organizational directory’, and ‘Accounts in any organizational directory and personal Microsoft accounts’).

Upcoming LibStaffer Training Sessions: Check out our recorded sessions!

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LibAnswers

With this release we’re bringing you a new feature for tagging chat transcripts, a new chat dashboard option for splitting Internal chat content into its own tab, a host of accessibility updates and a few fixes to boot.

New Features:

Tag chats with one or more tags from your system.Tagging Chats

It’s now possible to tag chat transcripts / interactions! Users can tag a chat (using the same list of tags that are currently in use for tickets) either while the chat is in progress, or after the fact via the chat transcripts tab. Chat transcripts & stats can then be filtered by this tag. Chats can be tagged via LibChat > Transcripts > Quick View > Add Tag, and you can also tag a chat while it’s in progress using the new tag chat icon (new chat dashboard only).

Option for Moving Internal Chats to Its Own Tab:

For users who’d like to dedicate more screen real estate to patron chats, we’ve added a new account setting that will allow you to move Internal chat content – including department chats and op-to-op chats – into its own tab. Using this option will give you more dedicated space for managing patron chats. To edit this setting, click on your email address in the top right corner of the screen and head to Account Settings > LibChat Settings.

The "Use Internal Chat Tab" box is at the bottom of the "LibChat Settings" area of your user settings in LibAnswers.

Widget Setting for Follow Up Queue

We’ve added a widget setting so users can identify which LibAnswers queue should (by default) receive follow up tickets created from chats that start in this widget. To set a default follow up queue for your widgets, head to LibChat > Chat Widgets > Edit Widget > Follow Up Ticket Queue.

Use the Preview icon in the ticket listing to quickly review a ticket.Quick Look Option in the Knowledge Base Explorer:

We’ve added the same quick view preview modal that’s available on the Dashboard to tickets in the Knowledge Base Explorer, so you can preview any ticket’s contents without jumping to the full ticket view. To see it in action, head to Answers > Tickets > Quick Look.

Accessibility Updates:

  • Some screenreader users were having a problem where messages from the librarian in chat were not being announced. This is now resolved, so screenreader users will be informed as soon as a reply from the librarian is sent.
  • We’ve addressed a couple of aria label issues in chat widgets, so the “start a new chat” button, “how did we do?” satisfaction question, and the chat sound toggle now all have the proper aria labels.
  • We’ve addressed a couple of contrast issues in the LibChat widget, including the “close” link in the closing LibChat screen and the text for “connected” and “disconnected”.
  • LibAnswers widgets now have unique IDs assigned by default. Previously, these widgets were not being assigned a unique id, so if you had more than one of them embedded in the same page, you could wind up with page errors as the same element id was used more than once.
  • Focus wasn’t being directed to LibAnswers pop-out widgets properly, which could present a problem for keyboard only users. These widgets now receive focus as expected, and keyboard only users will be able to open the widget, navigate through the widget, and exit the widget as expected.

Fixes:

  • If you mark the Question Routing field in a Queue’s Question Form as required, that selection is now correctly retained on save. Admins can head to Admin > Queues > Edit Queue > Question Form > Question Routing Field to set it as required.
  • We’ve fixed an issue in the chat widget builder where, if you’d previously set a custom button color for button chat widgets, and then edited the text of the button, the custom color could revert back to the default color. But no longer! To see it in action, head to LibChat > Chat Widgets > Edit Button Widget.
  • In the Knowlege Base Explorer, if a single ticket has multiple Reference Analytics transactions defined, that ticket is no longer counted twice in the “total records shown” count at the top of the page.
  • Inactive Users can no longer be assigned to new Reference Analytics transactions.
  • We’ve added a missing language key in the LibChat widget, so it’s now possible to customize the text for “Email yourself a copy of this transcript”. To edit this info, head to LibChat > Widgets > Edit Widget > click on the text in the widget preview.
  • As a security precaution, we’ve updated our spam prevention methods to automatically enable a honeypot captcha on all public question forms. Honeypot captcha places a hidden field within the question form – this field isn’t visible to end users, but will show up for spam bots, which tend to fill in information in every possible field. Seeing information in this field gives us a good indication that the form has been filled out by a spam bot instead of a person, so we can prevent these submissions from getting to your LibAnswers system.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

Our development team has been working behind the scenes to tighten up and modernize the LibInsight code. We’re also working on adding LibCal Spaces statistics to the Calendaring dataset. More on that soon! Meanwhile, we have a bunch of small features to bring you:
  • Option to not display Inactive accounts in “Entered by” fields.
  • We’ve added some links to awesome training materials in the Dataset Creation Wizard. Click the links to access the Springboards for each dataset type—these will tell you everything you need to know about each type, before you get started.
  • We added some CSS to make sure that large banner images do not overwhelm widget pages.
  • We fixed an issue that was preventing the “24 hours” filter from working properly when analyzing a Custom dataset.
  • We fixed an issue in COUNTER 5/E-Resources datasets that was preventing some journal titles from appearing in the “Top Use” journal lists, even with high usage.
  • We added an indication to the Help link on the Command bar so that screen reader users are notified that this link opens in a new window.
  • We removed an erroneous duplicate fetch alert added to the COUNTER 4 dataset type.

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LibCRM

In this round of updates, the LibCRM team has improved the UI of several pages, added filters to improve filtering/searching data, made some changes to the System Emails area, and fixed some system issues.

UI/UX Improvements

Buttons moved to the right hand side of the screen.The LibCRM team made improvements to the People, Organizations, Interactions, Projects, and Tasks pages:

  • Moved the main page button (e.g., New Person, New Organization) to the top right corner of the page.
  • Changed the “Refresh” button to an icon and moved next to the main button (top right corner).
  • Added some new fields and reworked the field order in the tables to display more information in a better way.
  • Adjusted some of the on-screen text to be clearer.
Filters

We’ve added several filters to provide a faster and easier search of data in the tables in the People, Organizations, Interactions, and Tasks areas. You can use a single filter or combine multiple to narrow the data further, including narrowing by date range!

  • People/Organizations: search/ filter by keyword, Name, Type, Email, Owner, or Number of Interactions; you can also filter Last Interaction by date range.
  • Interactions: search / filter by keyword, Subject, Source, Type, Owner, or Interaction with…; you can also filter Interaction Date by date range.
  • Tasks: search / filter by keyword, Subject, Owner, Related Projects, Associated Profiles, Number of Assignees, or Status; you can also filter Due Date by date range.
Manage System Emails

The Manage System Emails page title has been renamed to Manage Unmatched System Emails since the purpose of the page is displaying and allowing the user to take action on emails sent to recipients whose email addresses don’t match a profile in LibCRM. Admins can add the unmatched email to the system (as a profile), assign the interaction to an existing profile (in the case of a mistyped email), or delete the unmatched interaction.

  • We removed the system email from the table of unmatched emails. The page only shows the emails that did not map to a profile. (The system email is still listed at the top of the page, however, for your convenience.)
  • We added an Add New Profile icon to the table. Clicking that icon allows the admin to start the creation of that person’s profile. The email field will take the value of the unmatched email listed on the table.
  • The Edit Interaction screen now allows you to associate the unmatched email with an existing profile.
  • We added the ability to delete unmatched recipients from the table, including after creating a profile.
  • Attachments linked in emails are now associated with interactions for that email/profile.

Relate an existing profile to an unmatched email.

Fixes
  • Reports
    • The Data Export in Reports is now bringing back all Fields in the XL spreadsheet.
    • The system is no longer showing duplicated data.
  • Search Boxes: The search boxes now all you to search on either {last name, name} or {name, last name}.
  • Manage Unmatched System Emails: it is no longer required to match at least one profile to display the email in the System Emails (now Manage Unmatched System Emails) page.

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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.

Move your Existing Content to LibGuides

Create content rich LibGuides - A workshop on taking your existing content and turning it into a useful Libguides

This blog post is authored by our very own Springy: Jennifer Forgit.

You have great content – but it lives in many different places. Move it into LibGuides and make sure patrons have all of the tools they need in one place!

Let’s say your students have a big research project in the fall and you have a pathfinder saved as a Word document. You could upload the document to your guide, but that means one extra step for your patrons to get the information. In this workshop, we’ll look at an existing document written as a handout and talk about how to bring it into LibGuides.

When you move content into LibGuides it means:

  • Better access:
    • You decide who can access it, whether that’s the public, staff only, or a subset of either with a password or authentication (LibGuides CMS Only).
    • Turn public documents, like pathfinders, into research guides that are available to everyone 24/7 and not just those who find the brochure rack at the reference desk. Plus, no special ‘Word’ software required to view them and they’re mobile-friendly.
  • Centralized location:
    • Between cloud drives, email and websites, staff sometimes have to search through several online locations to find what they need. Move it into LibGuides, and you can keep everything in one place, and easy to find.
  • Not So Text-Heavy:
    • .Docs are text-heavy. Moving content into LibGuides allows you to take advantage of embedded video/audio media, interactive widgets, discovery layer search boxes, upcoming events, and more.

.Doc meet LibGuide

In November and December, we’re offering a workshop called Creating Content-Rich Guides. This session will look at how to take existing content, whether it is a Word document, old wiki page, blog post (or something else!) and turn it into a useful, usable LibGuide.

 

Seems straightforward, right? A little copy/paste magic and it’s in LibGuides.

If you want readers to have the best experience, you’ll need to think about how to divide your content into pages and boxes so that readers aren’t left to stare at 1000 words or more all in the same box.

Write for the Web

According to a study cited by the Nielsen Norman Group, “On the average Web page, users have time to read at most 28% of the words during an average visit; 20% is more likely.”

With online users scanning so little of your content, it’s vitally important that it is broken down into chunks that can be easily skimmed and includes headings and subheadings for better wayfinding. In our Content Rich Guides workshop, you’ll learn best practices for writing for the web and make sure that any content you bring into LibGuides is optimized for your online readers.

Join us for Creating Content-Rich Guides

This session includes active discussion so you’ll need to have a microphone available.

Pick the time that works for you: