Archive for LibGuides

Help Where Patrons Need It: A Partnership With Lean Library

Today’s a big day here at Springy HQ! We’re excited to announce our partnership with Lean Library, a browser extension from SAGE Publishing, that delivers library services directly into the patron’s workflow via a customizable plugin. The partnership will begin by integrating LibGuides with the Lean Library browser extension – allowing librarians to deliver contextual point-of-need instruction.

And this is just the beginning! We’ll be adding more integrations soon, including LibChat, so patrons can get live help from a librarian no matter what webpage they visit.

How Does It Work?

Within the Lean Library Dashboard, configure different resources to display depending on the webpage that the patron is currently visiting. So, if the patron is on scholar.google.com > the Lean Library browser extension will display your step-by-step Google Scholar LibGuide. If they’re searching inside your EBSCOhost databases, the browser plugin will pop-out your Advanced EBSCO Searching LibGuide to provide contextual help!

LibGuides Integration with Lean Library Browser Extension

All your patrons need to do is download the browser extension, and voila! They’ve got your contextual library resources right when they need it.

Increase Usage and Visibility

Putting your LibGuides, right at the point-of-need will increase usage and visibility. Don’t take our word for it – Utah State University conducted a pilot project with LibGuides and Lean Library integration. In just two months, they saw a 450% increase in usage of their Google Scholar LibGuide after it was deployed on scholar.google.com via the Lean Library browser extension. Learn more about Utah State University’s pilot program at ER&L annual conference today, March 10, 1:00pm – 2:30pm ET.

Utah State University LibGuides Usage

You Build a Lot of LibGuides – – Make Sure They’re Seen!

To date, over 200,000+ librarians at 5,500 institutions have built millions of LibGuides at over 80 countries around the world. These guides, undoubtably, take significant time and effort to create. With the Lean Library browser extension, you’ll be able to get more eyeballs on your LibGuides and increase your ROI by embedding them directly into the patron’s workflows. Plus, with the upcoming LibChat integration – patrons can launch a live chat no matter what website they’re on.

Want to Learn More?

The LibGuides/Lean Library integration will be available as an upgrade to existing LibGuides or Lean Library customers or as part of the new service Lean Library Futures.

To find out more visit leanlibrary.com/casestudies/utah or contact your Lean Library or Springshare representative.

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

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 19. Read about LibGuides | LibAnswers | LibCal | LibWizard | LibStaffer | LibInsight

LibGuides

In addition to improvements on the E-Reserves Request form, we are implementing a bunch of Accessibility improvements on the A-Z Databases page and the Search page.

E-Reserves Request Form

We’ve made the E-Reserves request form more user-friendly by getting rid of the accordion collapsible sections, indicating required fields with a red asterisk, and changing how the “Type” choices work.

E-Reserves Request Form

In addition, you can indicate whether these fields should be required or hidden through the E-Reserves > Settings > Request Form > Request Form Field Options.

Request Form Field Options

And Coming Soon…

  • Support for LTI 1.3 in Canvas (with support for additional Learning Management Systems coming after that)
  • Additional accessibility fixes

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions, and don’t miss out the LibGuides release notes on the Springshare Lounge! [Back to Top]

LibAnswers

Our current LibAnswers release is chock full of performance improvements to help bring you a faster and more performant reference management platform! In this release, we’re introducing many under-the-hood updates, including a refreshed Reference Analytics module, improved connectivity for LibChat on mobile devices, and so much more. For the full breakdown of everything rolling out in this release, head to the Springshare Lounge to view the full release notes.

Reference Analytics Update

We’ve spruced things up under the hood to bring you a fresher, faster version of Reference Analytics. We’ve refreshed the entire code base, with a goal of updating code and improving response times. While most folks using the Add or View/Edit Transactions screens won’t notice many UI changes, Admins can see this refresh reflected in the edit Reference Analytics dataset screen. We’ve updated the functions around editing datasets, and added the ability to reorder responses in a field without impacting past recorded data (yay!). To see this in action, Admins can head to Admin > Ref. Analytics > Edit Dataset button.

Mobile Chat Improvements

In this release, we’re updating the behavior of chat widgets on mobile devices. Now, most chat widgets (everything except for embedded chat widgets) will pop open in a new tab/window when viewed and accessed on handheld mobile devices. This will essentially replicate the behavior of the patron choosing to pop the ongoing chat into a new window, which we’ve seen can help prevent patrons from inadvertently disconnecting from a chat, especially on handheld mobile devices, where wide-finger issues are still alive and well! The resulting chat window is mobile-optimized and ready to assist your patrons. To see this in action, head to any slide-out, floating, or button chat widget and start a chat!

And Coming Soon…

We’re hard at work revamping several of our back-end search features, in an effort to bring you a faster and more intuitive search interface! Our first order of business is updating the chat transcript search page; in our next release, we’ll be overhauling our underlying search engine to bring you even more powerful chat transcript searching.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions, and don’t miss out on the complete LibAnswers release notes on the Springshare Lounge! [Back to Top]

LibCal

While we are hard at work to bring you (teaser alert!) interactive mapping functionality for seat/space bookings in the very near future and improvements to streamline and improve admin management aspects of Appointments, we have a few exciting updates for you! This release includes lots of accessibility modifications, small improvements, and performance improvements that can be read about in the Springy lounge release notes.

Appointments

  • Booking limits for Appointments have arrived! We’ve added the ability to set daily, weekly, monthly, and/or yearly limits on the number of appointments that can be booked by each patron/student. These limits are available to set on the system level, as well as by individual users who can either use the system limits or define their own set if needed. Head to Admin > Appointments > Booking Limits > System Defaults to set this for your entire LibCal system, or click the Edit button in the User Limits Overview section to set for one user at a time.
  • Also now available is the ability to list Appointment locations on your LibCal homepage, Hours page, and event pages. Your public locations will show as a drop-down menu where Appointments are displayed:

Seats / Spaces / Equipment

  • We’ve also added API support to return availability for period-based locations when retrieving seat / space booking information.
  • We’ve added a warning on the admin side “Booking Grid & Availability” tab when hours for a Location, Category, Space, or Item will expire soon. Admin users will see a warning like the one below when availability is set to expire within 7 days. A warning will also be displayed if a Location, Category, Space, or Item has no hours assigned.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions! Check out the LibCal release notes on the Springshare Lounge! [Back to Top]

LibWizard

Folders

We have added a much-requested feature for creating folders for your LibWizard items! Anyone (Admin and Regular level users) can create new folders by clicking on the “+ Create New Folder” button on top.

LibWizard Folder

Admins will have access to create, delete, or rename all folders. Regular users will be able to create new folders, but will only be able to rename and delete their own folders.

Deleting a folder will not delete the folder contents and will move any existing contents outside of the folder to the main level list.

Finally, users will be able to move existing items to different folders or create a form directly within the folder. Please note that folders cannot be nested at this time.

Changes to the Actions Column

We’ve updated the Actions column for Forms, Surveys, Quizzes, and Tutorials pages and the Question Bank page with a dropdown to make the column less cluttered.

Actions

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions, and check out the LibWizard release notes on the Springshare Lounge! [Back to Top]

LibStaffer

We’ve added some exciting enhancements to both the regular and recurring shift assignment process!

  • You can now set a weekly frequency as well as select or deselect staff members for recurring shift assignments.
  • A “Select All” / “Deselect All” feature has been added to the regular and recurring shift assignment screens, when there are more than 8 users assigned to a schedule.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions, and don’t miss the LibStaffer release notes on the Springshare Lounge! [Back to Top]

LibInsight

Manage Accounts Layout Change

We’ve converted the “New Account” and “Import LibApps Accounts” to their own pages for easier use.

LibInsight Manage Account

Dataset Upload Format Change

As a processing and performance improvement, we have updated a few dataset types to allow only .csv format (Comma-Separated Values) for data uploads:

  • Finance
  • Reference
  • Calendaring
  • Custom/Shared

To save any Excel file as a .csv file, go to File > Save As.. and choose Comma-Delimited file. For the tech-minded out there who might use a text editor, we are looking for a UTF-8 file with CRLF line breaks. 🙂

Check out the LibInsight release notes on the Springshare Lounge! [Back to Top]

That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2021. We are always here for you if have any suggestions or questions.

A New Way to Read SpringyNews

This week we are excited to launch a new addition to the Springshare newsletter lineup: The Roundup. It’s just like it sounds – a monthly email digest that rounds up recent product updates and announcements, client stories, webinars, and timely Springy resources.

It landed in subscribers’ inboxes yesterday. And from here on out, SpringyNews readers can expect a digest or edition email the first week of every month!

Here’s a preview of the types of content readers will discover in The Roundup:

February's archive resources focused on celebrating Black History Month
  • Last month’s release features, recent client stories, and newly published Buzz guides
  • Upcoming Springshare Learning Labs and webinars
  • Newly relevant resources from the Springshare archives
  • A sneak peek at the month ahead, including not yet announced webinars, product features, and more!

In case you missed it, you can view this month’s issue of The Roundup in your browser.

Not a subscriber? Sign up below and indicate which types of Springshare emails you’d like to receive!

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Please complete your subscription preferences below, to ensure you receive the information on topics of interest to you. We’re committed to keeping your email in check so we promise to only send you one email/month per category selected below.

You can change your mind at any time by clicking the unsubscribe link in the footer of any email you receive from us, or by contacting us at news@springshare.com. We will treat your information with respect.

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  • At the bottom of your most recent Springshare newsletter or product announcement (sent from news[at]springshare.com), click on the “Update Preferences” link.
  • Alternatively, when logged into LibApps, head to LibApps > My Profile. Scroll down and select/deselect the options.

Top 10 Springshare Blog Posts of 2020

The month has flown by and suddenly it’s the last workday of January 2021. 😅 At this point, our teams are waist-deep in strategic goal mapping and list checking, but it doesn’t hurt to take a moment to pause and reflect on the past year… as much as we may want to forget it.

Here is our annual recap of the best client stories, Springshare announcements, and tips and tricks from 2020!

1. Librarian Reserve Corps Fighting COVID-19’s Infodemic

May 15, 2020

We’re proud to have supported Library Journal’s 2021 Librarians of the Year Elaine Hicks, Stacy Brody, and Sara Loree, and the rest of the Librarian Reserve Corps. Read about how they responded to the overwhelming need to identify, select, and disseminate information about the SARS-CoV-2 novel coronavirus. And how they used Springshare tools to help accomplish their goals. Thank you for your service!


2. Pickup Manager is Here!

October 14, 2020

It’s been a year of quick pivots and changing plans at Springy HQ, and Pickup Manager was one exciting result of our efforts to address the ‘new normal’ while making day-to-day tasks easier. The goals: streamlined item pickup scheduling, easy communication with chat and SMS/text, and ILS integration to help automate checkouts!

If you haven’t seen it, check out our post detailing how it works with screenshots and quick video clips. You can watch a recording of the webinar on our Buzz site!

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

August 7, 2020

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

4. How They Did It: Reopening at the University of Hull Library

August 19, 2020

As libraries were starting to reopen their doors over the summer, we checked in with The University of Hull Brynmor Jones Library – one of our first customers to go live with LibCal Seats – to share their reopening process. They provided a ton of helpful information about planning their library’s layout, figuring out booking and cleaning times, and enforcing social distancing!

5. Tips & Tricks for the Remote-First World

March 16, 2020

As libraries and universities were making the monumental switch to online reference and learning services, Springy Talia rounded up some LibGuides, LibAnswers, LibCal, and LibWizard tips and tricks to support librarians suddenly serving students and sharing information remotely.

6. Missed It? Watch it! SpringyCamp 2020 Recordings Available

August 11, 2020

Last year’s SpringyCamp was one for the books! We were thrilled so many from the Springy community joined us for camp. Over two days (for a total of four sessions), we got to see what others are up to, hear new ideas, and just generally find inspiration for how to expand services and explore ways to engage students and patrons.

You can still review the list and watch them all!

7. Introducing the New (and Improved!) Springshare Lounge

September 24, 2020

Last summer we wanted to make an improvement in an area that would empower Springshare users to collaborate, discuss, and help each other online. One of Springshare’s greatest strengths has always been our community, and we wanted to make an online space that reflects how innovative all of you are. So, without further ado, we introduced the revamped, and extra Springy, Springshare Lounge!

8. Supporting Staff & Students 24/7 with Local & Academic Chat Co-Ops

November 5, 2020

Virginia’s Community Colleges (VCCS) and California Community College Library Chat (CCCLC) group both frequently assist students who work and have other responsibilities during “regular business hours” – perhaps even more so during the pandemic. The individual colleges and libraries range in size and available staff, but together the two groups serve over 900,000 students.

In November, they shared how the Springshare 24/7 Global Chat Cooperative and the LibAnswers platform has helped them support their staff and students, especially during last year’s distance learning!

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

April 28, 2020

About a month after the sudden shift to remote learning and library services, we shared some really interesting early LibAnswers and LibGuides stats that illustrated the size of the enormous change, along with information about what we were doing on our end to support you.

In case you’re interested in how these numbers turned out, we updated them in our December SpringyNews edition!

10. Our First Springshare Learning Lab!

December 1, 2020

In response to customer requests to integrate client use cases and how-tos, we launched a brand new training session series: The Springshare Learning Lab!

Ken Winter from VDOT Research Library kicked things off with a thoughtful discussion of his longtime remote working experience and how Springshare tools have helped his team support their patrons during the pandemic.

We’re excited to continue the series in 2021! Next week Gwen Jones at the University of Liverpool is going to share their experience contributing to the 24/7 Global Chat Cooperative (Register now for the last few spots!). And you can watch all Learning Lab recordings on our Buzz site.

New Year, New Springy Tips

While it’s hard to believe it’s already mid-January, we put away our party hats and noisemakers long ago (although our holiday decorations are still up 😉). Hopefully, there’s still a glimmer of that “brand new year” feeling left, and Springy HQ is here to help you start off 2021 on the right foot!

To that end, we’ve rounded up a bunch of quick Springshare tool tips to help you save time, streamline your workflow a bit, and perhaps remind you of that “Oh yeah, I need to do that every January!” task.

Under 10 Minute Tips for Every Springy App

Before and after profile example

1. Give Yourself a LibGuides Profile Refresh.

In the spirit of “new year, new you,” freshen up your profile with a new image, widget, or social media icon.

  • Double-check your contact information.
  • Use the multi-line address field to add your pronouns, time zone, and/or ORCID.
  • Update your profile image.
  • Add your work-related social media accounts.
  • Embed a chat and/or Appointments widget.

For more ideas on how to use profile boxes and pages, watch our related training video!

2. Set Your LibCal Spaces, Equipment, & Calendar Preferences.

In case you missed it, in November we added new user preference options so you can select default Spaces and Equipment locations and booking management tabs. By the end of this week, you’ll be able to pick your default calendar, too! To set your preferences, click on the Preferences tab on your LibCal account page. 

3. Streamline Ticket Views in LibAnswers.

Directing all student/patron questions and interactions into LibAnswers makes life easier (just ask Ken Winter from VDOT Research Library!). And if you find yourself applying the same dashboard filters to switch between Twitter DMs, reported database access issues, and open reference questions, you can make your life even easier by creating dashboard views!

Create a personal view for yourself – or if you’re an admin, create a view for all LibAnswers users. For detailed instructions, watch the SpringyU Setting up Dashboard Views Block.

Pickup Manager Macro example

4. Expand Pickup Manager Macro Usage.

After months of coordinating item holds, and the year-end stats resulting from them, you have a good sense of your patron/student pickup trends. Are they normally late? Or early? Do staff often forget to mark a pickup as complete? Now’s a great time to create or update Pickup Manager chat/SMS macros and set/modify pickup status changes where needed.

5. Review LibWizard User Access.

Did you know you can reassign content when deleting a LibWizard user’s access? If you haven’t reviewed your LibWizard accounts recently, now’s a great time to use the ‘transfer to a user’ feature to make sure form/survey/quiz/tutorial editing and report viewing privileges are up to date.

6. Check LibStaffer Calendar Syncing Status.

A well-planned schedule unfortunately never lasts, and as shift swapping and dropping begin in the new semester, start off the year by ensuring that everyone’s LibStaffer shifts and personal Outlook/Exchange or Google calendars are syncing. LibStaffer admins can do this by checking everyone’s integration status in one place!

Need to know when someone’s calendar syncing fails? Admins can also add an email notification address in your LibStaffer site’s System Settings.

7. Create Alert Reminders in LibInsight.

This time of year, folks are gathering year-end data, creating 2021 dashboards and datasets, and completing annual reports. It’s important to remind users where things are stored, recent changes, or new fields/datasets they will be using.

Alert boxes help reinforce your message by putting the information at the top of the LibInsight dashboard! Admins can even create separate reminders for admins and regular users.

8. Examine LibCRM User Roles & Permissions.

LibCRM Interactions permissions options

Have there been any staff reorganizations? Are you tracking projects, adding and editing People, Organizations, and Interactions in LibCRM differently now than you did at site launch? Take a look at your roles and how they’re assigned to LibCRM users!

Haven’t configured LibCRM roles and permissions yet? Read our related FAQ.

Bonus Tip: Update Your LibApps Password!

Using strong passwords – and keeping them in a safe place – is standard security practice. While there’s not a clear consensus on how often you should change your password, the start of the year is a good time to do an annual checkup if you haven’t done one recently

In LibApps, you use one account/password for all of your sites – LibGuides, LibCal, LibAnswers… you get the picture. So fortunately for you, there’s only one place to change it!

There are two ways to update your LibApps password:

  • *Recommended* While logged in: Jump to LibApps > My Account. In the Account Information box, enter your new password and confirm the change using your existing password.
  • While logged out: Head to your LibApps login page. You’ll know you’re in the right place when you see “LibApps Login @ [Your Institution]” at the top of the page.
    • Click on the “Reset Password?” link underneath the login form.
    • You will receive an email from do-not-reply@libapps.com to change your password. If it’s not there, be sure to check your spam folder.
    • Don’t see an email? Contact one of your LibApps admins. They can reset your password for you.

For detailed instructions on how to change your password, read the related FAQ. After updating your password, don’t forget to save the new one in your password manager!


Here at Springy HQ, we’re thinking of our customers near and far – especially those currently locked down or have family and friends affected by the rising COVID-19 case numbers across the globe. Please know we are always here to help if you have any questions!

ICYMI: Our First Springshare Learning Lab!

Just before the U.S. Thanksgiving holiday, we were thrilled to host the first session of our new client story + how-to webinar series: The Springshare Learning Lab!

Ken Winter kicked things off with a thoughtful discussion of his longtime remote working experience and its recent challenges. And how LibGuides, LibAnswers, and LibWizard have helped him and his team support their patrons during the pandemic. Next Springy Michelle highlighted using LibChat for internal staff communication, setting chat departments as fallbacks, and configuring a LibWizard form with conditional logic.

In case you missed it, the full recording is available! You can watch it below and find Ken’s slides on the Buzz site!

Got an after-the-fact question for Ken? Lounge members can ask it in his discussion thread that he’ll be monitoring for the next week or so. Any Springy user can request a Lounge account, and we have getting started guidance in our July newsletter.

Inspired by Ken’s presentation, Springy Michelle also created a special training on how to build an internal staff communication guide similar to the one in his session with LibGuides, LibCal, and LibAnswers. You can watch the recording in our training video library.

Up Next! Library Reopening at Gwinnett Technical College with LibCal Seats

Back in September, Gwinnett Technical College shared their reopening experience and how they’re using LibCal Seats to help reopen safely. For our next Learning Lab, Deborah George, director of library services, is going to share their story, give us an update, and answer audience questions. Following, we’ll look at some of the specific features they’ve found most useful during this reopening process.

Register today! COVID-19 – Bringing Patrons Back to the Building
Tuesday, December 8, 2020
11:00am – 12:00pm ET

Just getting started with LibCal Seats? Since we won’t have time to cover every setting during the Learning Lab, we have a full training session scheduled for the next day.

Register today! LibCal Seats – Get Your Library Ready to Reopen Safely
Wednesday, December 9, 2020
2:00pm – 3:00pm ET

We hope to see you at one or both of the sessions! Wishing you all a happy and healthy holiday season. 🙂

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

The leaves are off the trees, we are eyeing our (single household only!) Thanksgiving menus here Springy HQ, and we have some awesome new features for you. 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, November 20.

Read about: LibGuides | LibWizard | LibStafferLibInsight

LibGuides

We have heard from quite a number of you that creating copies of all assets when you copy a guide has created some asset clutter, so we’re changing this a bit! Now, by default, when you copy a guide, all assets in that guide are mapped to the original guide. If you would still like to create new copies of all assets in a guide that you are copying, you can check the box labeled “Create copies of the guide’s assets rather than mapping to the original,” as pictured below.

This change will quickly allow you to create content from blueprint guides without cluttering up your Asset Repository. You’ll still be able to delete unwanted assets, boxes, or pages, and add new ones if you wish, but you’ll be making better use of existing content by mapping.

Use mapped assets

Please note that copying a guide from the Community has not changed. And a gentle reminder! Librarians for sure love to share, but please get permission from the guide owner before copying any guide. 🙂  

Other Improvements and Fixes
  • Added aria-hidden=”true” to the Font Awesome icons in the orange command bar to improve its accessibility.
  • Fixed an issue causing the default guide to always show as the Content Match in the LTI Instance Details table, rather than true, single guide match. No data was lost; we were simply not displaying it correctly.
  • We fixed an issue that occasionally caused the E-Reserves Request form to fail to submit.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!  Lastly, don’t miss additional LibGuides release goodness in the LibGuides release notes over on the Springshare Lounge!

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LibWizard

We have two new improvements to LibWizard: the ability to transfer a deleted user’s forms to another user, and an additional Referent Author’s full name (rft.au) OpenURL parameter mapping for the pre-filled form URLs.

Transfer existing forms to a new user when deleting a user

Managing a deleted user’s forms is easier now that you can transfer the users’s existing forms when deleting their account. Simply select the new owner of the forms when you delete the account from the Accounts management page.

Transfer Forms

Additional rft OpenURL parameter

We’ve added the rft.au (Referent Author’s full name) OpenURL parameter to field mapping when configuring pre-filled forms / surveys / quizzes / tutorials. Head to Form Options > Advanced > Configure URL settings to see this new parameter.

Other Improvements and Fixes
  • Fixed a display issue for individual feedback on multi-select checkbox fields.
  • Fixed field rule causing for File Upload “has file” to work improperly. 
  • Fixed an issue causing embedded LibWizard forms to sometimes have the wrong height.
  • Various (and sundry!) accessibility updates:
    • Fixed keyboard accessibility for the URL and Tooltip, when displaying these for sites that will not display in an iFrame.
    • Added aria-hidden=”true” to Font Awesome icons to make these decorative elements hidden from screen readers.
    • Added aria-live=”assertive” to make “This field is required” messages accessible to screen readers.
    • Eliminated role=”tab-group” where it appeared throughout, since it’s not a valid role.
    • Added “Next Slide” and “Prev Slide” to language settings.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions, and don’t miss the rest of the release notes over on the Springshare Lounge!

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LibStaffer

We have a few new features we are bringing to your favorite shift-scheduling program:

Calendar Sync Improvements
  • Added an email notification opt-in email for sync errors/issues (currently for Exchange OAuth sync errors only).
  • Added a new tab to the Admin > Accounts page that shows the current Integration/Sync status for all accounts.
  • Added the ‘Token Max Inactive Time” field to the Admin > Integrations page for the Exchange OAuth sync integration.
Misc.
  • Added a “Go To Date” function to the Schedule View for easy navigation.
  • You can now show or hide the “Staff Required” column in the Scheduled Shifts report tab.
  • You can now compose Rich Text in the Admin Alert box. Head to Admin > System Settings > Admin Alert to get started. 

Also check out the LibStaffer release notes on the Springshare Lounge!

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LibInsight

Last but not least, we have a few exciting LibInsight updates as well!

Copy Dashboard

Why manually recreate an existing dashboard when you can just create and edit a copy of it?

You can either create a new dashboard from scratch or select a dashboard to copy from the Dashboard interface. Select Dashboards from the Command Bar to get started.

Copy a dashboard

Rich Text Dashboard Row

Want to include a text explanation of a dashboard row? Now you can! Add a Rich Text row to any Dashboard by choosing “Rich Text” > Add Row while editing your Dashboard. 

Rich text row

Other Improvements and Fixes

  • We fixed the “Last Month” dashboard filter to include all hours of the last day of the month.
  • We fixed an issue causing the Custom dataset cross tab statistics to include non-null values in the null column.

Check out more from this release in the LibInsight release notes on the Springshare Lounge!
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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 and–very soon–in 2021. We are always here for you if have any suggestions or questions.

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

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

LibAnswers

Pickup Manager!

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

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

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

Zoom OAuth Integration

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

Be sure to check out our recorded training sessions!

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

LibCal

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

Period-Based Booking @ Seat-Level!

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

Seats API 

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

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

Zoom OAuth

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

Other

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

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

Upcoming LibCal Training Sessions:

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

LibGuides

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

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

LTI Debug

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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

LibInsight

Easily Import Platforms and SUSHI Providers

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

E-Resources Management

More Accurate Database Reporting

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

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

New: Journals Title-Level Analysis!

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

Journal Titles

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

screenshot

We’ve also included these highly-requested features:

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

Check out the LibInsight release notes on the Springshare Lounge! [Back to Top]

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

[UPDATED] Important Browser Notices & Updates

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

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

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

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

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

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

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

Tom Warren, TheVerge.com

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

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

LibGuides Users & IE11 [Updated Oct 19, 2020]

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

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

LibAnswers Users & IE11 [Updated Oct 12, 2020]

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

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

Chrome 86 Security Update

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

All Springshare Tools are HTTPS-Required

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

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

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

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

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

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

Chrome 86 Update Will Display Warning for Mixed Forms

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

Chrome Version 86 Will Display Warning of Unsecure Forms

Identifying & Resolving Mixed Content

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

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

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

Missed It? Watch it! SpringyCamp 2020 Recordings Available

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

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

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

A few Springy favorites:

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

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

Using Springshare Tools to Manage & Record COVID-19 Information

New Partnerships: Using Springshare Tools Outside of the Library

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

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