Archive for LibGuides

SpringyCamp 2020 Registration Opens Tomorrow!

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

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

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

This year’s camp will explore four themes:

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

SpringyCamp Registration & Sneak Peek

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

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

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

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

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

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

All Regions Important Updates

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

Read about: LibCalLibAnswersLibGuides | LibStaffer | LibCRM | LibInsight

LibCal

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

Seats

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

Microsoft Teams Integration – Calendar Events & Appointments Scheduler

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

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

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

Events

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

Appointments

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

Spaces & Equipment

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

Upcoming LibCal Training Sessions:

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

LibAnswers

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

New in LibAnswers & LibChat

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

LibChat Screensharing Updates

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

Shared Group System Reporting Updates

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

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

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

Co-Op Updates

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

Bug Fixes and Smaller Improvements

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

Upcoming LibAnswers Training Sessions:

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

LibGuides

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

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

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

Upcoming LibGuides Training Sessions:

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

LibStaffer

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

Features:

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

Smaller Fixes and Features

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

Upcoming LibStaffer Training Sessions:

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

LibCRM

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

Roles & Permissions

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

Roles

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

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

Permissions

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

Each permission comes with the following options:

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

[Back to Top]

LibInsight

COUNTER 5 Analysis Report Update

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

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

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

Other Misc Updates

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

LibInsight System Settings

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

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

Online Learning Made Easier with LibGuides LTI & E-Reserves

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

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

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

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

LibGuides LTI: Guided learning pathways that reduce unnecessary noise

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

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

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

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

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

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

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

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

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

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

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

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

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


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

Want to learn more?

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

All Regions Important Updates

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

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

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

Read about: LibGuides | LibInsight

LibGuides & LibApps

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

Limit LibApps Login via SSO

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

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

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

Tabbed Boxes Now Powered by Bootstrap

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

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

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

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

screenshot

Additional Features and Fixes

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

Upcoming LibGuides Training Sessions:

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

LibInsight

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

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

[Back to Top]

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

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

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

Spikes in LibAnswers and LibGuides = Librarians hard at work

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

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

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

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

What we’ve been up to at Springy HQ

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

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

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

What’s ahead

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

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

Using LibCal Appointments & Events to Stay Engaged Online

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

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

Virtual Events at Mesa County Libraries Keep Fun on the Menu

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

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

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

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

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

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

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

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

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

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

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

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

University of Pittsburgh Librarians Stay Connected

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

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

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

Supporting Patrons During the Pandemic Using Springshare Tools

Before we dive into today’s blog post, we want to take a moment to thank all librarians and library workers on National Librarian Day (one day late). Thank you! The world is made better by librarians, and we certainly would not be here without you. 😄 If we could virtually hug each and every one of you, we would!

Librarians are problem solvers. Librarians are information seekers. Most importantly, when librarians see a need, they step up. Springshare tools were created with their unique needs in mind, and we’ve been excited to see the impressive and creative ways our customers have been using them to address their communities’ needs during this pandemic.

Today we’re bringing you three examples out of the many libraries doing just that. When their physical doors closed and resource sharing needs quickly shifted, they sprang into action with Springshare tools at their side.

Creating a Responsive COVID-19 Resource Hub for Health Care Workers


Nova Scotia Health Authority (NSHA) Library Services

The need: “As Nova Scotia Health Authority (NSHA), our provincial health authority, formally stood up its response to COVID-19, content creation rolled into high gear. We had a high volume of information being produced, particularly in the realm of clinical guidance documents, as well as communications/SOPs on infection prevention and control. NSHA’s operational efforts in responding to the pandemic required a vast array of just in time information. This required content management specialists, but also the appropriate tool to get this information to the front line as quickly as possible, knowing that the front line for NSHA means clinics that were standing up in rural areas, busy urban ICUs, physician offices and everything in between. It needed to be outside the firewall, and yet separate from the patient focused communications.”

The solution: In late March, NSHA Library Services purchased a second LibGuides site to serve as their COVID-19 Hub for NSHA health care workers. It launched in just one week!

“After an analysis of our existing tools, we decided to combine Springshare LibGuides (leaning heavily on the Database asset feature) with a legacy document management tool. We host documents in our existing document management system, which provides an archiving function, version control, and permalinks.”

The hub provides a way for the NSHA team to quickly access the information they need. On the backend, the library can add new content that will automatically publish everywhere it needs to be used thanks to Database widgets embedded on guide pages.

The outcome: While it’s still early, the site is already generating approximately 3,000 visits a day.

“[LibGuides] made the Hub possible. When faced with an emergent and quickly developing situation, the Springshare platform offered us the ease of development and the user responsiveness required to meet the competing demands of the situation…. Having this tool at our fingertips and being able to impose some organization on the information coming out (and making it accessible to those who need it) may truly make a difference in a life-or-death situation.”

Engaging Students and Supporting Parents Across an Entire School System


Lincoln Public Schools (LPS) Media Services

The need: “In Lincoln Public Schools, our libraries serve over 42,000 students who were suddenly home for undetermined amount of time. We recognized that our Library Services could offer unique and engaging learning opportunities to keep kids reading, writing, and creating while staying safe at home. We know that parents are anxious to provide structure and meaningful learning for their children, but the flood of resources and random activities that overwhelmed our social media streams are not necessarily helpful.”

The solution: The library quickly created their Daily Learning Challenges guide — an all hands on deck effort to encourage creative learning, engage children and teens, and support their parents at home. Using LibGuides, they collaborated district-wide to create a platform that initially filled a much-needed gap while their school district organized its remote learning effort. Now that it’s in place, the guide continues to positively engage its students.

The outcome: “We have had a tremendous response to the resources we have been providing.  Parents genuinely appreciate the structure our Daily Challenge LibGuides provide to their child’s day and the creative learning that happens as a result. We have had between 5000-6000 visitors to our Daily Challenges LibGuide each day.”

“This has been a huge, ongoing effort by all our district school librarians. They’ve pulled out all the stops to design challenges that will inspire and excite students every single day. The collaborative nature of LibGuides gives us the structure and organization we need to keep this initiative going for as long as we are out of school.”

Supporting Patrons Social Distancing & Connecting them to Library Services


The Westport Library

The need: “We realized early on that folks in our community were going to still need our library, even if we were not open physically. We tried to think of how we could turn our physical resources into virtual from programming, to readers advisory, to reference help.”

The solution: After brainstorming how they could create a virtual library as robust as their physical library, the reference team was “LibGuideing like fiends” to quickly launch the Stuck at Home series. This visually engaging guide was so popular that it created two spin-offs: Navigating Virtual Living and Sports, Sports, Sports!

The outcome: They’re continuing to publish content important to their patrons. Meanwhile, their views have skyrocketed. In the first 35 days after they closed, they have had 69,334 views across all of our guides. In the previous 35 days, they had 32,858 views. That’s more than double!

“Every time we post one of our guides on social, the community response has been positive… On a side note, we have never received so many requests from other libraries to borrow our Libguide designs! For those reading this, we are always thrilled to share!”

“We have used Libguides for several years now, and we have loved it for as long as we have used it. Now, when we don’t have the option of a physical gathering space and a physical reference desk, we are able to produce a Libguide for our community on topics that are important to them.”

Transitioning to Online Learning with LibGuides & LibWizard at the Kent School

As librarians are figuring out how to reach their communities in new ways, we’ve loved seeing the flurry of resources and tips shared online, new guides, and all kinds of creative solutions. While we’ve created new training sessions and provided project ideas on the Springshare end, it’s often most helpful and reassuring to hear from someone who’s right there in the trenches with you.

Today we’ve brought in special guest Nancy Florio to discuss her experience as a research librarian at the Kent School as they quickly shifted to online learning, and how they used LibGuides CMS and LibWizard Lite to meet their students’ changing needs. She’s written a wonderful post. Take it away, Nancy!

LibGuides for Online Learning

Research Librarian Nancy Florio

For most educators and librarians, the COVID-19 pandemic became a demarcation line, on one side a “before”—when offering blended or online classes was optional—and on the other side an “after”—when schools closed world-wide and there was no option but to move to remote learning. The most current statistics compiled by UNESCO on April 8, 2020, list 91.3% of the world’s students are impacted by 188 country-wide school closings. This means that 1,576,021,818 students are currently without access to education or are learning in online classes.

I see these closings as a call to action for academic and school librarians, who in the “before” Covid-19 world were already curators of electronic resources and ed tech tools, creators of digital content, and educational collaborators. If you are one of the close to half a million librarians currently using LibGuides, then you know you’re in a perfect position to support your institution’s transition to online learning. Don’t miss this opportunity to prove your relevance in the age of freely available information found through any basic Google search.

Curate and Create Resources to Meet Your Specific Need

As my school community left for spring break March 6th, schools in Hong Kong, China, and Japan were closed and teaching was moved online. By March 11th, many public and independent schools—including ours—made the decision to close, at least for several weeks to assess the situation. Our plan was to begin with remote training starting at the end of March for our faculty, followed by online teaching on April 6th.

Educators, news organizations, ed-tech companies, and even parents are posting a wealth of information on how to do online learning. Whether you are involved in helping plan the transition, or hear about it through an email, this is a prime opportunity to use your institutional knowledge to create guides to support this effort.

Our library director, Amy Voorhees, was an integral part of the planning committee. We started by working our way through available resources and made our choices based on simplicity and the value they would add to the transition plan. These resources became the framework for the new LibGuide created specifically for online learning. The guide included resources and tutorials highlighting the tools faculty were required to use: PowerSchool (our LMS), Zoom (for synchronous classes and meetings), and Screencastify (to create tutorials for asynchronous learning).

I started to build out the guide by curating how-to videos along with pro tips, Twitter feeds for each specific tool, and infographics or other helpful information. Tabbed boxes were my go-to for the videos, as there were so many for each specific tool. Using a 3-column layout, I was able to put the videos front and center with supporting information on either side. This design was consistent for each page, which simplified navigation for the faculty. On the home page, our Remote Learning Plan was easily accessible as well as a Spark page that pulled together the principles of online learning. This interactive element was given a featured central position, while links to static documents were positioned on either side. In this way, the page not only provided valuable information, but also modeled instructional design principles for our teachers.

Our Director of Information Technology, Michael Siepmann, summed up his thoughts on the Online Learning guide: “Moving to remote learning during these unprecedented times was a large undertaking with just a few weeks to complete the task. With the school moving to multiple new platforms, we quickly realized we needed a central place to post essential instructional guides for our faculty and staff. LibGuides has been a key part of our success in rolling out our required tools for remote learning. The pages provide a modern, sleek design that gets users excited to learn.”

Don’t Expect Too Much from One Guide

Learning online can be a very isolating experience. Coupled with the current COVID-19 social distancing recommendations, your students may be struggling to feel fully engaged with school. I felt it was important to include tools that encouraged student engagement and connections with both classmates and teachers. Our second guide, Educational Technology Tools, was organized by specific tasks: assessment tools, student connection tools, and student-centered tools for content curation and subject-specific learning. I included educators and ed tech companies and organizations to follow on Twitter.

LibGuides’ flexibility allows us to present curated information in a way that is neither too much nor too little. Separating the guides based on their intended purpose means you don’t have to approach one guide as an “all you can eat buffet” by trying to cram too much and too varied information. Instructional design theory tells us this can lead to cognitive overload, leaving your user fatigued by too much information to process. Because the guides were related, I chose to put a redirect tab on each one leading to the other. This kept them together, yet separate.

In addition to these academically focused guides, Laura Zibro, our Instructional and Outreach Librarian, created a fun survival guide for our teachers and their families, which includes videos and links for exercise, webcams, storytime, and even virtual museum tours. 

Add Help at the Point of Need

If you’re like us, I imagine your community will be spending most of their time accessing content for courses through your school’s LMS, library website, and LibGuides. Common sense—and usability studies—tell us that help, like information, should be offered when and where it’s needed, in the format that’s most helpful to the user. Both of our new guides provide our teachers with the tools and information they need to create content and teach in ways that may be foreign or difficult. This transition is stressful enough; offering help on those guides was another small change we could make that just made sense.

LibWizard Magic

Enter LibWizard Lite, a LibGuides module that comes free with LibGuides CMS. Although it’s not as robust as the subscription level LibWizard Full, it allows you to create forms and surveys, which are a perfect way to increase your visibility and make it easy for your users to contact you at their point of need. Although I have been a LibGuides enthusiast for close to 15 years, I have never fully explored or mastered LibWizard. At a time when we are asking everyone to move out of their comfort zone and try something new, it made sense for me to do the same. So I watched a few tutorials, made a few test forms, and finally came up with a help desk tab that was added to both of the new online teaching guides, in addition to our library website and course guides with current research projects. The tab was styled bright red with all caps reading HELP DESK in white font. We tried different wording but ultimately felt everyone was familiar with that term. When clicked, the pop-up window contained information on who to reach out to for specific questions and included links to our Calendly pages for scheduling appointments and email for simpler questions. Again, help was there where it was needed.

Small Changes, Big Results

I absolutely love this one small change we made to our guides which made a big difference for our users. The tab is anchored, visible on each page of the guide, and moves as the user scrolls. Excuse me while I geek out—but what is not to love about my new favorite tech tool? Below you can see some of the ways we customized the help desk pop-up depending on the purpose and audience for the guide.

User-friendly Design

Like LibGuides, the LibWizard module is pretty user-friendly on the backend. There are drag and drop options with fields that allow you to customize your form, as well as a question bank to save and reuse common fields. You’re able to gather the information that will allow you to better meet the needs of your user. Simple to use, easy to duplicate, multi-use functions make using LibWizard a winning situation for our users and for us. Now excuse me while I find another guide that could use a help desk tab…

Thank you, Nancy!

We love hearing your approach, and it’s amazing how one or two small changes can really make a difference. Kudos to you for taking this opportunity to learn a tool and create something impactful for your users.

Staying Motivated: Springy Projects & Professional Development

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

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

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


LibGuides

Watch all of our training videos!

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

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

LibAnswers

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

Take the SpringyU course.

LibCal: Migrate from Room Bookings to Spaces

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

Spaces features:

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

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

LibWizard

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

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

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

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

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

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

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

screenshot

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

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

LibAnswers

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

New LibAnswers Features

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

Updates for Shared Group Systems

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

QuestionPoint Data Portal

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

Smaller fixes and Miscellany

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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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 the email templates subject line.
  • We’ve added the ability to copy equipment bookings from the ‘Check Out’ & ‘Check In’ pages.
  • A language customization has been added for the public page(s) error when a user exceeds their weekly booking limit.
  • The ability to post past equipment & space bookings through the API when using the ‘adminbooking’ parameter has been added.

We also have these accessibility fixes to bring you:

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

Miscellaneous

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

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

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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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.