Archive for LibGuides

Grand Ole Lineup of Presentations @ PLA Nashville

PLA 2020 - Booth 641

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

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

Important Tidbits:

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

Guest Speakers – Streaming LIVE on Facebook

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

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

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

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


Managing Public Library Room Reservations with LibCal

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

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


LibCal is the Foundation of My Programming

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

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



LibCal & BiblioEvents Integration

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

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


Scheduling Staff at a Large Public Library with LibStaffer

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

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


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

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

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

LibGuides:

Create Interactive Summer Reading List, Staff Picks & More!

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

LibAnswers:

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

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

LibCal

Charge for Events, Spaces & Equipment 

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

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

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

Create Events & Book Spaces with Equipment Seamlessly

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

LibInsight

Count Library Activity with LibInsight

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

LibStaffer

Staff Workers, Volunteers, & Pages with LibStaffer

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

LibWizard

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

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

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

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

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

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

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

LibAnswers

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

Co-Op New Features

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

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

LibAnswers & LibChat New Features

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

Fixes and Miscellany

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

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

Equipment/Spaces

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

Appointments

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

Billing

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

Calendars/Events

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

Hours

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

Misc Fixes

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

Upcoming LibCal Training Sessions:

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

Also check out our recorded sessions!

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LibWizard

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

Bulk Submission Delete

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

 

Bulk Delete Submissions

 

Notification Email Address Update

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

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

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

Accessibility

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

Feature Improvements & Fixes

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

Data Scrubbing Tool – Coming soon!

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

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

Privacy Scrub

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

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

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

Features & Fixes:

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibInsight

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

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

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

LibCRM

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

Interactions

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

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

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

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

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

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

Using LibGuides to Swiftly Address Current Events

LibGuides for current events

Librarians Don’t Miss a Beat!

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

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

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

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

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

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

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

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

Building LibGuides for the Census.

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

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

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

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

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

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

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

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

Check out all our live training sessions.

 

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

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

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

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

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

SameSite Cookies

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

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

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

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

LibAnswers

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

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

LibChat Features

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

Performance & Accessibility Updates

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

Fixes

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

Appointments

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

Calendars/Events

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

Equipment/Spaces

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

Hours

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

Misc.

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Accessibility fixes

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

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

screenshot

Language Key Updates

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

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

We also updated a few other language options:

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

LibAuth Updates

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

Small Features and Fixes

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

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

Reorder Fields via Dropdown

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

Reorder fields

Updates to Rating Fields

We’ve made updates to two rating field types:

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

    scale rating with input

    Scale rating with input

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

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

Individual Feedback Choices

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibInsight

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

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

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

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

To create a graph like this:

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

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

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

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

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

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

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

screenshotSmall updates and fixes

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

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!
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LibCRM

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

Operational Emails Module

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

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

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

Head to Emails > Operational Emails to:

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

Operational Emails page in CRM

Bulk Import for People & Organizations

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

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

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

Updates Log

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

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

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

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

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

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

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

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

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

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

LibCal

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

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

Billing

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

Calendars/Events

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

Equipment/Spaces

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

Hours

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

Misc.

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Accessibility Updates:

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

Additional Fixes:

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

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

Preview Options by Device (all types)

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

Image Choice (Surveys, Quizzes, Tutorials)

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

Image Choice Survey

Additional Features & Fixes:

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

Also check out our recorded sessions!

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LibStaffer

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

Upcoming LibStaffer Training Sessions: Check out our recorded sessions!

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LibAnswers

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

New Features:

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

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

Option for Moving Internal Chats to Its Own Tab:

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

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

Widget Setting for Follow Up Queue

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

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

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

Accessibility Updates:

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

Fixes:

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibInsight

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

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LibCRM

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

UI/UX Improvements

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

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

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

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

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

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

Relate an existing profile to an unmatched email.

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

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

Move your Existing Content to LibGuides

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

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

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

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

When you move content into LibGuides it means:

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

.Doc meet LibGuide

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

 

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

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

Write for the Web

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

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

Join us for Creating Content-Rich Guides

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

Pick the time that works for you:

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

It’s the time of year for both tricks and treats, but we’re only serving up treats for our Springy friends in the form of new features and enhancements. This round of releases includes blog searching in LibGuides, connecting your Hours module with your Calendars in LibCal and Schedules in LibStaffer, language translation of all LibStaffer screens with the click of a button, a new Ranking field in LibWizard, and a whole lot more!

These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, October 11, 2019.

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

LibCal

Calendars/Events

Features
  • You can now associate library/department hours from the Hours module with an event Calendar. While editing a Calendar on the admin side of the system, go to Settings > Calendar Settings > ‘Linked to LibCal Opening Hours’. Choose any of your Hours module locations to link to this Calendar. Once an Hours location is linked to a Calendar, you’ll see an alert (shown below) if an event falls outside of that library/department’s open hours.
  • We’ve enhanced the public page ‘Card View’ to allow for featured event images to be displayed. There are two display options available for the card view: either display the featured event image on top of the event card or display the featured image inside of the event card (to the left of the event description).  The current card view with no featured image will still be available for the public page display.
    Card view with the featured image at the top.Card view with featured image inside the card on the left side.
  • We’ve added an email preview to each of the Calendar/Event email templates. While editing a Calendar, head to Settings > Email Settings to see the email preview in each section.
  • We’ve added ‘Cancelled’ registration records to the ‘View User History’ list available on the ‘Registrations’ tab for events requiring registrations.
  • Add a Google Maps display of the location of your events using the new Geolocation option on the Create Event screen! You can set Geolocation at the System (Admin > System Settings), Campus (Admin > Calendars > Campus > Add/Edit Campus), and Event (Add Event > Geolocation section) levels, and even pull this info via the API.
  • We’ve enhanced the Twitter text entry for events to allow for 280 characters to be entered.
  • We’ve removed the date restriction for creating events. Previously, events could only be entered for the current date and 30 days previous to that.
  • If you link a Space to an event, you will now see a warning that canceling the Space booking from the Spaces availability grid does not affect the Event listing. The Space will stil be listed in the Event until/unless you modify it from the Edit Event screen.
  • A missing language tag has been found! The warning that displays on the public page when viewing an Equipment/Spaces private category URL is now an option on the Admin > System Settings > Language Options page.
Fixes
  • We’ve modified the sorting of dates for the multi-date picker when creating an event to sort by date instead of alphabetically.
  • We’ve corrected an issue where featured event images were not properly displaying when events were posted to Twitter.
  • We’ve also fixed an issue on the public event page where the button to share the event in a Twitter post was not working.
  • We’ve fixed an issue where the later events in a series linked event would not display the seats remaining banner on the public event page card view.
  • We’ve modified the publishing workflow process where, if it is disabled for a Calendar (after having been enabled), only events in the ‘Submit for Review’ status will be published. Previously all events, even those that were still in the ‘Draft’ mode, would get published when turning off the publishing workflow.
  • If an event is part of a published recurring series and is later put back in “Draft” status, it now correctly does not display when a user on the public side of the system uses the “Show more date” option in that recurring event.
  • We’ve fixed an issue where the Reply-To settings for event confirmation emails was not CC’ing the Event Organizer, though it was set to do so.
  • We’ve resolved an issue where waitlist registrants for an event were unable to cancel their registration from the link sent in the waitlist confirmation email.

Billing

Features
  • We’ve modified the status and processing of refunds for in-person payments. Now, when cancelling a booking or registration that was paid in person, the status will change to ‘Refund Due’ instead of ‘Refunded’ as the refund may not actually occur at the time of cancellation.
  • We’ve modified the public booking page confirmation link that is sent via email to display any cost adjustments that were made to a booking.
Fixes
  • We’ve corrected an issue where accepting an in-person payment was clearing bookings for mediated equipment items.
  • We’ve corrected an issue with multiple seat registrations when accepting in-person payments where the accept in person payment action icon was showing for all registrations besides the primary one.
  • The ‘Payment Receipt’ and ‘Payment Refund’ email templates are now available for Equipment & Spaces if only using in-person payments.

Appointments

Features
  • The ‘Type’ field will no longer display on the public appointments booking confirmation page if no appointment categories are in use.
  • We’ve added a Language token for the “Appointments” breadcrumb, which appears when you are on the appointment page for a particular user or location. (It does not appear if you are on the main Appointments page, where you would select a location.) Head to Admin > System Settings > Language Options > Appointments to customize this breadcrumb.
Fixes
  • The “No preference” option correctly removes available times when all users in the group are busy, since no one is actually being available.
  • We’ve corrected an issue where all appointment categories were showing on the widget for the ‘Only myself, but a particular location/group’ option, even if some categories were not associated with any groups.
  • When using a widget, if you choose a member of a group and they have no available times, the “Sorry, there are no times available” message appears…and is now correctly removed when you select another user who does have available times.
  • Appointment form answers now correctly appear in the Description field in your calendar when using the iCal feed to import appointment information.
  • The {{{TIME_DATE_DIRECTIONS}}} and {{DIRECTIONS}} keywords in the ‘Rescheduled Email to Patron’ template are now working correctly.

Equipment & Spaces

Features
  • You can now search by an equipment item’s barcode on the ‘Check Out’ tab! Head to Equipment > Check Out to see this new feature.
  • On the ‘Booking Limits’ page, you will now see an option to restrict the amount of time that needs to elapse between bookings, thus limiting the option for back-to-back bookings.
  • Limit a booking window to the current day only if a value of zero is entered into the ‘Window Limit’ field on the ‘Booking Limits’ page for an equipment or space category.
  • The cost (if applicable) and ability to edit that cost now appear on the mediation approval page.
  • You can now confirm a booking on the admin side that normally requires email verification in the Spaces Booking Explorer.
  • We’ve added the ability to copy a booking from the Spaces Booking Explorer. Head to Spaces > Booking Explorer to check out this new feature.
  • Tired of having to leave the Spaces or Equipment availability page to add hours exceptions? Well, no more! We’ve made life easier by allowing you to add exceptions right from the Equipment and Spaces availability grid. Go to Spaces or Equipment > Availability > click the ‘Add Booking’ dropdown > Add Hours Exception.
  • If you sync spaces to Google Calendar and there is a failure when trying to set up the initial connection, you’ll now see a helpful error message with the reason why the failure occurred.
Fixes
  • We’ve corrected an issue where the ‘Make Another Booking’ button on the public booking page would only return to the same category that was used for the previously booked item if a friendly URL was set for that category.
  • We’ve fixed an issue where deleting a master item record would cause any child record to give an ‘Invalid master item id’ error when trying to edit. The process has been modified where if child items exist for a master item record, a modal will appear alerting the user that the item cannot be deleted because there are child items linked to it since it is the master item record, and that another master item needs to be assigned to the child items before it can be deleted.
  • We’ve modified the email template preview for when the {{times}} tag is in use to display a ‘-‘ character instead of the word ‘to’ in the preview since that is what is sent in the actual email to patrons.  Go to Admin > Equipment & Spaces > Edit a Location > Email Templates.
  • If you have a recurring space bookings where one or more of the bookings were cancelled, and then an event is created from the booking, it will no longer show the cancelled bookings when creating the event.
  • Booking minimum durations are now being considered when booking a space through a widget.
  • Space locations/categories with LibAuth enabled no longer have per day duration limits applied to bookings of a single space across multiple days.
  • We’ve corrected an issue where the internal note field for bookings would not save when an editing an existing booking.

Misc.

Features
  • We’ve added the ability to switch the language in use on the public pages. The languages available for selection are those that are found in Admin > System Settings > Language Options under the ‘Base Language’ drop down.
  • Welsh has been added to our Base Language selection.
  • We’ve added a new ‘Regular User Permissions’ tab under Admin > Accounts > Regular User Permissions. The only permission currently there is for the Booking Explorer; we will be adding more options in future.
  • We’ve added role/landmark navigation and a skip navigation link to the Admin side of the system that allows clients to bypass the main menu navigation bar (the orange bar at the top) when using a screen reader.
Fixes
  • Custom text in the ‘Today’s Hours’ widget now correctly displays once (vs. twice).

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

Blog Content Searching

A lot of you have asked to be able to search the content of your system and guide blogs, and with this code release, you can! You can add a tab or bento box to your system search in LibGuides that returns results from both the system blog and any publicly-available guide blog pages. You’ll also see a new search box on every blog page that allows you to search for posts right within the blog.

Adding Blogs to Your System Search

Go to Admin > Look & Feel > Page Layout > Search > Search Results Customization to add your Blog content to your system search as a new tab or bento option.

Adding the blog search option to the Bento Search setup page.

Search Within a Blog

Whether on your system blog or a guide blog page, you’ll now see a search box that allows you to search just the posts in that blog!

Smaller fixes and features

  • LTI: We updated the LTI Preview tool so that you can test your metadata even if you have a failover guide in place. Go to LibApps > Admin > LTI Tool Builder > LTI Automagic > LTI Page Builder and click the Preview button at the bottom of the section to preview how your LTI tool will work inside your LMS.
  • Blog Posts: We fixed an issue where the Post to Social toggle was set to Yes on blog posts when the blog default was set to No.
  • Guides: We have prevented the reuse of boxes from guides whose sharing is set to None. We also prevented Regular users from being able to reuse boxes on unpublished guides that they do not have access to. Regular users can still reuse boxes from unpublished guides that they own or edit. Admins can still reuse boxes from any unpublished guides, since they have access to all guides.
  • We fixed an issue that was causing some old domains to forward to /index.php, which was preventing a formal “change of address” from being completed with Google.

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

New Features

We’ve added some useful features such as a new ranking field, the ability to limit number of submissions for Forms / Surveys / Quizzes / Tutorials, and the ability to add an introduction to notification emails.

Ranking Field

Ranking allows you to do just that! Add items to your Surveys, Quizzes, or Tutorials asking your users to rank the choices you enter from highest to lowest preference, release date, or whatever else makes sense for the question you’re asking.
Edit rankingRanking on survey example

Limit Number of Submissions

It’s here: the ability to set a limit on how many times (overall) a Form, Survey, Quiz, or Tutorial (F/S/Q/T) can be submitted! While editing an item, go to Options > Submission Behavor. The last option in that section is ‘Set Submission limit’ – check that box , enter the limit you’d like, and click Save Changes. The F/S/Q/T will no longer accept submissions when that limit has been reached. Instead, users will see a “Page is not available. Maximum form submissions reached.” message, letting them know the F/S/Q/T is closed.

Setting the submission limit in a LibWizard item.Message users see when maximum submissions is reached.

Add Introduction Text to Notification Emails

Include a brief introduction or message to the submission notification emails for Forms, Surveys, Quizzes and Tutorials. You’ll find this section under Options > Submission behavior > Advanced Email Settings.

Email Introduction

Forms, Surveys, Quizzes, and Tutorials

Features and Fixes
  • The Grid question type is now more mobile friendly! If you are looking at a LibWizard item with a Grid question on a mobile device, it now displays differently. Instead of attempting to recreate the grid on a tiny screen, each of the left hand options is displayed with its own section of checkboxes of the items that normally run across the top.
    Grid field display on a larger monitor.Grid field display on a mobile device.
  • Pre-filled URLs are now case insensitive. For example, myform?myGenre=fiction and myform?mygenre=fiction both work.
  • If a Form has the label position set to “top” and if you encounter an error (such as missing fields), it would display a confusing error message when you try to save. The error message now specifies the actual error.
  • On the Thank You screen, users can enter multiple emails (separated by commas) to get a copy of results.
  • ‘Display back button’ under ‘Quiz Options’ now works properly for Quizzes migrated from v1 to v2.
  • You can no longer skip slides with required questions by using the Tutorials menu.
  • We fixed an issue where selected options in checkbox fields were cleared when a field rule was activated to display another (hidden) checkbox field.
  • When users enter their email address on the ‘Thank You’ screen to receive a copy of results, a copy of the email is no longer sent to email addresses defined in the ‘Conditional to’ section of fields in that Form/Survey/Quiz/Tutorial.
  • Field rules for Ranking fields no longer have a “jump to” action, as it was being triggered at really inconvenient times, such as when you were in the middle of ranking items. (Show and Hide are still options.)
  • Tutorial menus now correctly respect the capitalization you’ve given your slide titles.
  • Changing the font family under Options > Look and Feel > Page Fonts and Colors now correctly applies that font family to all elements on the page, including radio and checkbox options.
  • If you embed a PDF in a Tutorial slide, it now displays properly when using the Edge browser.
  • Field rules now work properly if you enter a multiple choice option of ‘Other’ (typing it in as an option vs. using the “Add ‘Other’ as a choice” option).
  • If you create a tutorial based off another existing tutorial that has field rules, those field rules are now correctly copied over.
  • We corrected the referrer of a LibAuth enabled form.
  • We fixed an issue where in v2 you couldn’t copy forms with certain fields rules originally created in v1.
  • Surveys, Quizzes, and Tutorials that were created in v1 and had the last page break removed no longer give errors when loaded in v2.
  • Dates typed into date fields remain as typed in all regions vs. changing to the previous day.
  • If you use HTML in multiple choice field options, it does not render anywhere except on the public form.

Submission Reports

Features and Fixes
  • Multi-select checkbox fields now have a pipe delimiter between each choice in exported .csv reports.
  • We’ve fixed an issue in Reports where, after exporting a chart, you would get a blank page if you navigated to another section of the reporting area (e.g., Cross Tab or Data Table).
  • You can now to run Cross Tab reports with Safari and Edge for forms that only have two multi-choice fields.
  • The Cross Tab report now properly displays the Rating field.
  • Grids with empty rows submitted are now graded correctly in Quizzes and Tutorials.

Accessibility

Fixes and Improvements
  • Screen readers now read the intended date format required for a field, such as MM-DD-YYYY (read as “Date must be in MM dash DD dash YYYY format”) and YYYY/MM/DD (“Date must be in YYYY slash MM slash DD format”).
  • The Dashboard’s “Your Recent Activity” > Description column no longer has anchor tags around the description text, which prevents screenreaders from reading empty href content (if there is no description for a particular item).
  • Focused actionable items – such as links, buttons, and tabs – now have an outline.
  • We’ve updated the link colors on the admin side to ensure the color contrast is over 4.5:1.

Admin Settings

Features and Fixes
  • You may now add multiple external CSS/JS files for form customization under Admin > System Settings > Custom CSS/JS.
  • ‘Import LibApps Account’ under LibWizard > Admin > Accounts only includes active accounts in LibApps.
  • Each user’s LibWizard account level now correctly displays within your LibApps > My Account > Account Permissions list.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

New Features

We did not release many new features in our last release as we were working hard to bring you the many new features that are included in this update, most notably the ability to select different languages for the text display in LibStaffer.

Multi-Language Selection
  • We’ve added the ability to change the language for all text displayed in LibStaffer. For this initial release, you can choose English, French or Spanish. If you’d like to partner with us to add another language, please let us know!

Schedules/Shifts
  • We’ve added a minimum number of hours per week setting for each user account, which will be taken into consideration when scheduling shifts.
  • You can now add a limit to disallow shift swaps within x time of the shift start time (anywhere from 30 minutes to 24 hours before). Head to Admin > Schedule Settings > Edit Settings > Shift Swapping / Shift Splits to enable this restriction.
  • You can also add a similar limit for giving up shifts, where staff cannot give up a shift within x hours of the shift start time. Head to Admin > Schedule Settings > Edit Settings > Give Up Shifts to enable this restriction.
  • We’ve enhanced the Admin Clock In / Clock Out process to allow ‘Clock Out’ dates to be entered for past dates beyond the day before the current date. Previously, it would only allow the current date or the day before to be selected. In addition, the ‘Clock Out’ date only allows dates to be selected based on the associated ‘Clock In’ record.
Workflows
  • We’ve added the ability to edit a note that was added to a workflow form submission. Head to Forms > Submissions Explorer and run the search to bring up a list of workflow form submissions. Click the ‘Review’ link for a submission, then edit any note you previously submitted.
  • We’ve added the ability to attach a file to a workflow form submission in the ‘Add note & update stage’ section. Head to Forms > Submissions Explorer and run the search to bring up a list of workflow form submissions.  Click the ‘Review’ link and you will now see an ‘Upload File’ option in the ‘Add note & update stage’ section.
  • If a workflow stage change is set to trigger an email, it now includes the full name of the workflow form submitter.
LibCal Hours Integration
  • Have you ever wanted to link LibCal Hours to a schedule in LibStaffer? Well, now you can! Head to Admin > Schedule Settings . Edit Settings > LibCal Integration and select a Library or Department from your Hours list. Once selected & saved, you can overlay opening/closing hours for that location on your schedule.

Accessibility
  • We’ve added skip navigation links to the admin side of LibStaffer.
  • We’ve addressed a hover context issue on the assign shifts screen when using a screen reader.
Misc.
  • We’ve added access to the ‘Time Clock’ report for regular account users.  Regular users will now see a ‘Reports’ option on their main menu when they log in.  However, they will only be able to view their own time clock report and will be restricted as well to just the schedules they are assigned to.  The ability to modify clock in/clock out times will not be available for regular users like it currently is for admin accounts.

Bug Fixes

  • SMS notifications for shift claim alerts for admins are now sending correctly. Head to Accounts > Edit Account > Email & SMS Alerts to use the ‘Give Up Shift claimed Admin alert’ option.
  • Edits made to individual shift names for a recurring shift series are now reflected in the email or SMS alert for the schedule assignment notification alert. Head to Accounts > Edit Account > Email & SMS Alerts to use the ‘Schedule Assignment notifications’ alert.
  • We’ve resolved an issue where the list of open shifts on the Home page was not displaying shift notes.
  • We’ve corrected an issue where using the ‘Clear/Delete Shifts‘ option while viewing a schedule was leaving orphaned shift records in some cases.
  • We’ve fixed an issue where Regular user accounts switching from the ‘Shift Timeline’ view to the regular schedule view was allowing shift times to be modified in some cases.
  • We’ve corrected an issue where the clock in/clock out feature was checking for a geolocation if a schedule location was set but no geofencing rules were in place for the schedule.
  • We’ve fixed an issue where the ‘IP Restriction’ table for Clock In/Clock Out was not rendering correctly when creating a new schedule.
  • We’ve resolved an issue where in some cases, users were allowed to ‘Clock In’ outside of the geofence parameters that were set up for a schedule.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibAnswers

With the 2.29.0 release we’re moving a step closer to wide release of Co-Op functionality! We’re focused on bringing you the ultimate in cooperative chat technology. Behind the scenes we’re hard at work on critical Co-Op functionality, including robust reporting, activity reports, fully integrated backup staffing FAQs, integrated feedback functionality, and so much more! In the meantime, we have these great new features, updates, and fixes as we get everything ready to bring you those big new features.

Chat Features:

  • Chat Widget Accessibility Update: Previously, keyboard-only users could sometimes have trouble scrolling up through their past chat history. Now folks can scroll through chat history using standard keyboard navigation. To see this in action head to any public chat widget – you can now tab focus to the chat conversation pane and scroll up/down with the keyboard.
  • Chat Department Members: We’ve moved the “Department Members” button from within the internal chat conversation over into the left-hand listing of all department chats, to better establish a connection between the chat department listing and its current status. To see this change, head to the new chat dashboard.
    Showing Members button location in LibChat
  • New “Greeting” Chat Message: We’ve added support for a new “Greeting” message: a message that automatically displays to patrons after the chat has been claimed, but before the librarian’s first reply. For Consortium and Co-Op users, you’ll also be able to set different greeting messages for chats claimed by a local LibAnswers librarian or a non-local librarian. Head to LibChat > Chat Widgets > During the Chat > Greeting Message to create one.
  • Chat Transcript Update: Previously when viewing chat transcripts in LibAnswers, each transcript was displayed in a modal window. We’ve updated this behavior so transcripts are now available via their own standalone page. This gives you more space to view the full transcript, and allows for direct-linking to a specific transcript using the standard page URL. To see this in action, head to LibChat > Transcripts > View Transcript.

Minor Features and Bug Fixes

  • Spam Filter Adjustment: We’ve tweaked the behavior of the LibAnswers spam filter for users submitting questions via the question form. Previously, if a submission from the question form looked to have a high likelihood of being spam, the question was rejected as spam immediately; the submitter got an onscreen notification and the question never entered the system. We’ve adjusted this behavior so that, even if a submission looks spammy, the question will still be submitted to the LibAnswers system, but will wind up on the “Spam” tab.
  • “Don’t Forget To Sign Off” message – We’ve fixed a bug with the sign out reminder message, which was not displaying in the new LibChat dashboard. Head to Admin > System Settings > Language Options > LibChat > ‘Don’t forget to sign out’ to customize this message.
  • Multiple Choice Form Questions and the Knowledge Base Explorer – We’ve fixed a bug where, if your LibAnswers question form used multiple choice questions in an unexpected order (e.g., using multiple choice questions 2 and 3, but question 1 wasn’t in use), in some cases the questions and responses weren’t being displayed in the Knowledge Base Explorer tab. Now, all of the questions and answers display, as one would expect.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCRM

Organization Profile Import

You can now bulk import a list of organizations in your system! We also updated the Create New Organization > Name field to include auto-complete, to help prevent duplication of organization records. Now when you type in that field, it will display a dropdown showing possible organization names that already exist in the system.

Auto-complete now available in the New Organization > Name field.

Address Field Display Options

The Address field now allows you to select which parts of the field you want to show in the profile. Plus, you can set your Country and State Default values, making it that much faster to fill out the Address fields.

Select which address options you'd like to use for any given Address field.

Other Updates

We changed the UI for all tables in the system both to allow room for more data and as part of a continuing effort to make tables customizable.

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LibInsight

E-Resources / COUNTER 5 Dataset Updates

COUNTER 5 data includes usage for items other than simply Journals, Books, and Databases, and now you can dive into these specifics with LibInsight. When you analyze your E-Resources / COUNTER 5 dataset, you’ll now see a tab called “Other.” This is where usage for items whose data type is not journal, book, database, or platform will appear. You’ll see Newspaper or Newsletter, Dissertation, Report, among … others. 🙂 Go to Analyze > Others > Usage to see title lists per platform.

Screenshot of the "Other" section

Additional COUNTER 5 Dataset improvements
  • If a file you are trying to fetch via SUSHI is unprocessable due to excessive size, we’ll warn you to try to fetch a shorter date range.
  • When a SUSHI file is fetched but adds zero rows to the dataset:
    • We’ll display the error in the Fetch List so that you don’t have to download the file to see what went wrong. If a SUSHI endpoint is not returning valid JSON, we’ll tell you that, too.
    • You’ll can delete these files so that you can try again, if the service was unavailable.
  • We’ve added an internal note field to the SUSHI credentials form.
  • We’ll warn you if you’re fetching a report for which similar data exists. For example, if you have already added a Title report but ask to fetch a Platform report, you’ll see a warning.
  • We fixed an issue that prevented license and invoice data from being deleted when you deleted a platform.
  • We’ve updated the Dataset Wizard to include the E-Resources / COUNTER 5 dataset.
  • You’ll now see links to our training materials to help get you started when creating an E-Resources / COUNTER 5 dataset.
  • We fixed an issue with invoices that was showing titles from other platforms, in the Line Item section.
  • We improved how our SUSHI fetch works if the vendor on the other end queues their reports for performance optimization purposes.

Custom Dataset Improvements

  • We’ve added a display option to multi-select fields called “Account List.” Use this display option if you would like to create a field in a dataset that contains the names of everyone who holds an account in your system. Great for classes taught or questions answered by multiple people!
  • Widgets that require login now also have a logout link on them.
  • We fixed an issue that bypassed field name validation if your field names contain HTML.
  • We fixed an issue where the “Success” message was not legible in some browsers.
  • We fixed an issue that prevented the friendly URLs for Custom Dataset Widgets from beginning with the word “public.”

And a last few things…

  • We updated some language that appears on the Record Data screen for datasets where data is collected automatically.
  • We fixed an issue that was preventing the import of platforms with single quotes in their names, in COUNTER Release 4 and 5 datasets.
  • We restored the export buttons to the Analyze screens for E-Journals & Databases and eBooks datasets (COUNTER Release 4).

Upcoming LibInsight Training Sessions

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

Using LibGuides, LibCal & Equipment Booking For Makerspaces

LibCal and Equipment Booking in makerspaces

Life Is What You Make Of It!

Makerspaces are gaining popularity in academic institutions and public libraries as they emphasize the importance of creativity, problem-solving, innovation, and most importantly — rolling up your sleeves to actually make something. Some didn’t quite fall for the idea right away, even asking, “What is the point of a makerspace?” 

For some, it’s a great way to test out equipment to see which one you should purchase. Sometimes reviews aren’t enough. Others want to learn a new trade or skill to meet the technology demands of the workplace. In pedagogy, it is part of a movement to activate curiosity, engage learners and to challenge them to make the leap from theory to practice. For the crafty, this is a glorious age where the rest of society is catching up to what they already knew, which is that it feels good to make something.

As makerspaces pop up all over the country, we see the benefits. These makerspaces provide:

  • access to equipment and tools from sewing machines to 3D printers, laser cutters to film and sound equipment, etc.
  • instruction on how to use the equipment
  • mentorship, collaboration, and the sharing of knowledge between people of all skill levels

Springshare tools can help you publicize your makerspace, organize your workshops, orientations, and instruction sessions, and even make booking time on the equipment a snap — so you can focus on building excitement!

Step One: Create a LibGuide To Inform Your Patrons About The Makerspace.

The Science Library Makerspace at the University of Georgia has a LibGuide where they delve into the equipment via the tabs at the top. They’ve included excellent images, pertinent videos, and specifications of the different models they have available, plus detailed policy information. 

 

Middle Tennessee State University has its makerspace information nestled in its Technology Services LibGuide. Here they spell out who is allowed to use the makerspace, they provide contact information, and specifics on charges. Plus, they actually define makerspace and provide a list of equipment as well as let patrons know what must be reserved.

Step Two: Use LibCal To Make Sure Patrons Get Trained.

Most academic libraries require the students, staff, and faculty to participate in workshops, orientations, or training before they can use the equipment in the makerspaces. LibCal is perfect for scheduling these instruction sessions. 

Santa Cruz Public Library uses LibCal to spread the word on The Make Lab @ Scotts Valley. This branch hosts makerspace events where patrons are encouraged to bring crafts or projects, test out tools and/or come to learn and explore. LibCal makes it easy to set up recurring events, allows you to designate the audience and categories, and you can attach your related makerspace LibGuide. Once you make an event, it’s easy to create a template from the event for future use. To amplify your reach, you can share the events on social media right from inside LibCal. Patrons can click show more dates in case they’re interested but can’t make it to this one.

LibCal is flexible. You can set your events up to require registration where you may define a limit to the number of people you can accommodate. Or, like a Drop-In Makerspace at Sonoma County Library, it can be open to all who are interested.

Step Three: Add Equipment Booking to LibCal to Book Time on The Equipment.

You can add the Equipment Booking module to your LibCal system to tackle a specific use case like makerspaces. Clients use the Equipment Booking module for everything from loaning out museum and zoo passes to chargers, tablets, and laptops to things like projectors and smartboards, podiums and microphones. You can book a room in LibCal and then add equipment to that booking or book items independently. For makerspace use, it’s perfect!

Simply add the equipment you have available. The module lets you add a description and the specs, plus important details like the serial number and warranty information, service history, the cost to replace it, and more. Set up the availability for the video camera or 3D printer, etc. along with the duration and restrictions. Patrons will see a beautiful tile layout of your available equipment organized by category. They can book time on the equipment as you allowed.

 

Houston Public Library uses Equipment Booking for their Tech Link. They have an embroidery machine listed, which includes a photo, suggested applications, and the days and time slots it can be booked. 

With Springshare tools, it’s easy to educate your patrons about what to expect from your makerspace. It’s even easier to schedule safety and orientation workshops and to let patrons book that screenprinting kit they’ve been eyeing! A makerspace encourages risk-taking, cultivates perseverance, inspires deeper dives. These spaces create communities and foster apprenticeship. We’re thrilled to be part of this movement that supports the highly-engaged, innovative, let’s make something enthusiasts.

Springshare Tools: Excellent Examples You’ve Got To See!

On the lookout for Springshare Examples You will love

Librarians Are Doing Such Amazing Work — We Have To Share!

The level of energy is always pretty high here at Springshare. But, lately, we’ve been seeing such exceptionally cool work being done with our solutions, that the excitement level definitely goes up even more. We absolutely love to see smart LibGuides, super helpful LibAnswers FAQs, stunning and useful LibInsight dashboards and seamless integrations of LibCal. What do we love even more? Sharing these fine examples with you!


So, get ready to be inspired. And, remember, enthusiasm is contagious. Don’t be afraid to try new ways to help your patrons. Have fun.

Be Open To All The Possibilities With LibGuides.

There are many LibGuides out there that aim to suggest books to patrons. Some are seasonal like Summer Reads, while others help you delve into extensive collections like Graphic Novels. You’ll find recommendations by genres like Detective Fiction, Crime and Mystery Novels, for instance.

One of the things people have always done is to ask librarians for recommendations, so these guides are a great way to proactively meet this need. Could the guides go on forever? Yes? Who doesn’t have more favorites that can be included? But inclusion — and what that truly means is a conversation we should be having.

Edith Campbell, a librarian at Indiana State University, built a LibGuide that has received a lot of positive attention since she shared it on social media and with good reason. The guide focuses on Inclusive Youth Literature. She begins by saying, “Diverse Books Matter” then shares the link to an article from the National Council of Teachers of English called, Students Have A Right And A Need To Read Diverse Books.

Her guide shares general resources for good sites for finding books that address inclusion, diversity, anti-racism and more. It’s organized with tabs for Educator Resources, Disabilities, IPOC – Indigenous People and People of Color, LGBTQIA, and more. This guide is an amazing resource and we couldn’t wait to share it. 

Create The FAQs They Need — And Include Images!

Creating and publishing an FAQ from scratch is a great way to build up a healthy amount of LibAnswers FAQs. This makes your LibAnswers Platform incredibly useful as patrons can search it day or night with a greater chance of finding what they need. As you generate these FAQs consider what will be the most impactful way to answer the question. Being as illustrative as possible is always a plus.

Delaware County Community College is on the right track to serving its patrons with a very useful FAQ answered by Eleanor Goldberg that answers the question “Are my textbooks available in the library?” The content alone should make it a very popular FAQ. However, the number of hits is not the only thing that makes an FAQ a successful one.

  • They picked a great topic
  • They included the perfect screenshot
  • They added a callout to really zero in on the important part of the image
  • They included links within the answer for more information
  • They shared the FAQ on social media to proactively reach even more people.

Kudos to the attention DCCC pays to their FAQs. It’s a strong step in the direction of next-level service.

Dashing LibInsight Dashboards Stop People In Their Tracks.

Of all the powerful features in LibInsight, the ability to create dashboards is one of the showstoppers. We know that the next step for your data involves

  • The ability to hold everything you’ve got, past, present, and future
  • Multiple ways to analyze the data and look at correlations
  • Having an effective way to share your pertinent data with interested parties

Creating accessible dashboards is an invaluable way to communicate essential information. You can make them frozen snapshots of a particular time period like the 4th Quarter. Or, you can set them up so they auto-update showing the last 2 weeks, let’s say.

We had to share with you this terrific dashboard from Massasoit Libraries put together by Erin McCoy.

It is organized and designed to show, What’s Happening in Brockton – Previous 2 weeks. Titles like these are critical so that a person looking at it knows instantly what is being displayed.

Erin is able to convey Reference data like

  • User Help Totals by Day
  • Interactions by Time of Day
  • Question Type (Computer Assistance, Directional, Equipment, Homework Help, or Library Related)
  • Reference Questions (Citations, Database use/Finding Articles, etc.)

This dashboard with its charts and graphs is easily ingestible. You know exactly what is happening at the library at a glance.

The dashboard updates on its own because it’s been set to feature a rolling date range so you don’t have to keep rebuilding and rerunning stats.

Whether you want to make private or public dashboards, they are an attractive way to keep your audience involved and informed.

Seamless Integrations Keep Patrons Focused.

LibGuides and LibCal work so brilliantly together that it’s nice to see them integrated. For instance, if you’re having an author event that you put on your calendar with a sterling description and enable registration — it makes sense to build a guide on the author, too. You can include a nice photograph and add their books, and perhaps embed a video of an interview. You can easily add this related LibGuide to the event at creation. As your patrons have a look at the event listing, they will have the opportunity to check out your guide as well.

San Jose State University recognizes the value of a LibGuides + LibCal partnership. They have seamlessly integrated the Springshare solutions in their beautiful 3D Printing LibGuide. The home page of the guide delivers vital introductory information and spotlights the 3D printers with stunning photos of the machines. The second page titled Schedule Your Print allows you to do just that. You can book a time to use one of the 3 printers. It features an embedded LibCal Space Booking as an iframe that patrons can interact with right on the spot.

This thoughtful execution from SJSU is easy to achieve and goes a long way toward creating an outstanding patron experience. This is the goal, after all. These first-rate examples all show a dedication to the people you’re serving. That commitment is something that benefits us all.

 

Letters From SpringyCamp – Recordings Available!

‘Camp might be over, but the memories (like the smell of s’mores) live on!

In case you missed it, our annual SpringyCamp virtual conference took place on July 31, 2019. SpringyCamp is Springshare’s virtual user conference giving you, our Springy rawkstars, a platform to showcase all the amazing stuff you’re doing with Springshare tools.

Since its inception in 2012, SpringyCamp is our most fun – and dare we say – exciting events. In fact, we look forward to it all year long down at Springy HQ. Why? Because we get to watch you! We get to learn from…you. The change agents, the harbingers of innovation, the cutting-edge pioneers… you teach not only other Springy users, but you teach us as well. And at the end of every SpringyCamp, all you hear down at our virtual water-cooler is – “well that was amazing!”, “did you see how they did that thing?”, “oh wow, I had no idea you could that with LibGuides!”. We’re as giddy as a kitten in front of a fresh scratching post.

If you didn’t get to experience SpringyCamp live, and you want to join us in the giddy-circle… well you’re in luck! All SpringyCamp recordings, along with presenter notes/slides are available. So if have 20minutes or a couple of hours – pull up your bag of marshmallows and get your sticks ready, cause you’re about to have a sm’roaring good-time!

One last thing, during ‘Camp, we asked guest speakers and SpringyCamp counselors to share the books and shows they’re binging on. So check-out the Books and Movies to Write Home About and if all this talk of s’mores has you craving some gooeyness, we have a S’mores recipe with your name on it!

SpringyCamp Presentations

Tessa Withorn California State University Dominquez HillsTessa Withorn, California State University Dominguez Hills Library

You Shall Pass: Designing Engaging, Student-Center LibWizard Tutorials

Learn how one librarian designed and pitched a course-integrated tutorial for a fully online undergraduate nursing course to introduce evidence-based practice. Tessa will discuss her process of integrating open education resources, animated videos, infographics, and hands on searching to engage students in a discipline-specific research process.



Ellen Filgo, Baylor UniversityEllen Filgo, Baylor University Library

Assessing Research Consultations: Surveying a ‘Captive’ Audience

When the Baylor University Research and Engagement Librarians moved off the reference desk in 2013, they ramped up their research consultation program, using LibCal’s appointment scheduler as a convenient way for students to book appointments with the librarians. In 2017, they came to the realization that there was an untapped opportunity for assessing their program, through LibCal’s automatic email system, which sends a follow-up email to each person making an appointment.


Evan Barber, University of Illinois SpringfieldEvan Barber, University of Illinois Springfield Library

Oh, the Things You’ll Curate: Using LibGuides and LibWizard to Promote Collections and Track Success

Spreading the word about a new collection can be hard and tracking the success of social media posts and events can be even harder. This session will cover how to use LibGuides as a collection curation platform, leverage LibWizard to keep track of suggestions and checkout agreements, and using the reports built into those products to identify if events and social media posts are successful.


Catie Carlson & Luann Edwards, Tiffin UniversityCatie Carlson & Luann Edwards, Tiffin University Library

Using LibCal to Create Consistent Instruction

With nearly half their student population online, it made sense to have a librarian dedicated to online services. They created a touchpoint for online students and a contact in online course development similar to the campus processes. This presentation will walk through how Catie Carlson and Luann Edwards leveraged LibCal to offer similar library learning opportunities and interactions to the entire whole university.


Mikki Smith, Corning Museum of GlassMikki Smith, Corning Museum of Glass

From Answer to Experience: LibAnswers FAQs Transformed

In 2018, the Library’s Public Services Team formalized a plan to re-imagine the pool of several hundred static, redundant, and sometimes out-of-date published FAQs to function as a mobile-friendly, visually appealing introduction to Library and Museum resources. The project has so far raised the profile of the library within the organization and allowed them to strengthen collaborative relationships with other departments as they update the information they provide and the ways in which they provide it.


Bonnie Lafazan & Jessica Kiebler, Berkeley College LibraryBonnie Lafazan & Jessica Kiebler, Berkeley College Library

Using LibInsight to Reshape How We Assess our Marketing & Outreach Efforts

In order to measure the library’s positive impact on the college community, Berkeley College Library’s Outreach & Marketing Committee designed an assessment workflow using a LibInsight form, which allowed them to effectively assess and analyze programming ad outreach efforts, which are aligned to the institutional goals and the library’s operational goals.


Zoe Rath, Berklee College of MusicZoë Rath, Berklee College of Music Library

Moving Beyond Subject-Focused LibGuides

Zoë showcases the unique ways that they used LibGuides to promote library displays, library and campus events, faculty class guides, and even a conference. They partnered with the archives department and created a portal back-in-time to showcase historic black & white photographs celebrating Woodstock’s 50th anniversary using the LibGuides blog functionality.

Congratulations to our Survey Winners

This year, we gave away a free pair of ‘Camp socks and our limited edition Springy tote-bag to three lucky Campers… who completed the feedback survey!
Congratulations to Laura Dumuhosky, Jeanette Hatcher, and Jennifer Walz! Enjoy your ‘Camp socks!