Archive for LibInsight

New Year, New Springy Tips

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

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

Under 10 Minute Tips for Every Springy App

Before and after profile example

1. Give Yourself a LibGuides Profile Refresh.

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

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

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

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

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

3. Streamline Ticket Views in LibAnswers.

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

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

Pickup Manager Macro example

4. Expand Pickup Manager Macro Usage.

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

5. Review LibWizard User Access.

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

6. Check LibStaffer Calendar Syncing Status.

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

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

7. Create Alert Reminders in LibInsight.

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

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

8. Examine LibCRM User Roles & Permissions.

LibCRM Interactions permissions options

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

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

Bonus Tip: Update Your LibApps Password!

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

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

There are two ways to update your LibApps password:

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

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


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

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

Happy New Year to all, and goodbye to 2020! We are pleased to open 2021 with some great improvements across several Springy 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, January 15. Read about: LibAnswers | LibCal | LibStaffer | LibInsight

LibAnswers

We are so very excited to introduce this newest LibAnswers release. This update brings our brand new Quality of Service suite of features – these features are designed to help you track and analyze how satisfied your patrons are with the service you provide via LibAnswers, and keep your finger on the pulse of how your users are feeling. Read on for all the details of these exciting new features. For full release notes of every feature that is rolling out in this update, please visit the Springshare Lounge Release Notes.

Quality of Service Features

Our new Quality of Service features are designed to help you collect feedback from patrons on their overall satisfaction with the service you provide via LibAnswers. These features will assist you with collecting direct patron feedback in the form of a follow-up user satisfaction survey that’s sent to patrons 24 hours after a ticket has been marked closed. In addition, these features include a wealth of indirect feedback on patron satisfaction, in the form of a suite of new metrics available for every ticket that show data related to time to first reply, total turnaround time, and number of interactions (i.e. the number of time that staff members interacted with a given ticket). 

Our new suite of Quality of Service features includes the following elements:

  • Image of Follow-up user satisfaction emailFollow-up User Satisfaction Email/Survey – With this new feature, you can create a follow-up user satisfaction survey and accompanying email to send to patrons. The survey you create consists of one customizable “rating” question in which you specify the number of values in the scale and customize the scale’s labels and layout, so it’s fully targeted to your users. Users will respond to this rating question directly in the email by clicking on their chosen response. Choosing a rating/response opens a new tab in the patron’s default browser which prompts users for additional free-text comments to explain the rating they’ve chosen.  Users will receive this email approximately 24 hours after their ticket has been marked closed, and users will only ever receive a survey once per ticket. 
  • Quality of Service Reports – These new reports gather all Quality of Service metrics and reports together in one place, so it’s easy to see your patrons’ satisfaction at a glance. Admins will find these reports at Stats > Quality of Service; here you’ll find reports on patron responses to user satisfaction surveys, as well as turnaround metrics that will help you investigate tickets with long vs short turnaround metrics. 
  • Updated Ticket Answer Page – We’re updating the layout on the ticket answer page to include all of the available turnaround time metrics (time to first reply, time to close, and total interactions). We’ve also made some additional changes in the page to better expose information about your patrons; you’ll see a new Patron Info box in the top, right corner of the page, which displays high-level info about the patron, responses they’ve provided in your question form, and their full patron history details, so you can view the full history of conversations with this particular patron. 

To start customizing your site’s user satisfaction survey and email, admins can head to Admin > Queues > Edit Queue > Quality

Excited? Us too!! And in even more exciting news, this is just our first step into giving you a full picture of your user’s satisfaction. In the coming months, we’ll also introduce a new suite of features centered around calculating your Net Promoter Score, a standardized industry metric of user satisfaction. We’re creating new widgets that can be embedded in any website and collect satisfaction data, as well as targeted reports that will showcase your users’ satisfaction and segmentation metrics. Stay tuned for this exciting new module, coming in the first quarter of 2021!

In addition to the new Quality of Service tools, we have so many more features coming in this release. For the full list of new features, please check out the Springshare Lounge Release Notes. There you can read about all of the new features we’re introducing, including:

  • We’ve added a couple of new LibChat settings:
    • To automatically create follow-up tickets from missed chats; and
    • To limit users to viewing chat transcripts only in departments to which they belong.
  • We’re adding a full emoji picker to the LibChat dashboard, so you can pick from a library of over 400 emoji with the click of a button! 🙂
  • We’re improving the connection between chats and follow-up tickets; now you’ll be able to view at-a-glance which chat transcripts and missed chats have had follow-up tickets created. 
  • Did you know you can launch a patron chat without a chat widget? It’s true! We’re expanding our documentation to make this clearer, and we’re also updating our direct chat link option so it can accept more query string parameters, so you can programmatically pass information like a user’s name and email address into a chat. Hello, chatbots! 

Upcoming LibAnswers Training Sessions:

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

LibCal

We’re happy to bring you the following LibCal updates to help improve Seat/Space booking daily operations and policies! Also included in this release are some helpful usability features as well as our new Email Queue feature, which you can read about further below.

Seats/Spaces & Equipment

  • We’ve added the ability to select multiple booking statuses when browsing the Booking Explorers for Spaces & Equipment.
  • If set for a location, the “Reminder” and/or “Follow-up” email info will now display in the booking details. Also, if mediation is enabled, the details of mediation approvals/denials will be available to view in the booking details.
  • A new location setting enables only LibCal Admin users to check users in or out of a booking.
  • The ability to modify the Check In/Out Date & Time fields for a booking is now available on the admin side, when viewing the details of a booking.

Appointments

  • If the availability duration entered does not meet the minimum requirement for a user’s set duration plus padding, the user will not be able to save the availability until making adjustments.
  • We’ve modified the stats report to only display available times for users currently assigned to a group.
  • When the Exchange/Outlook integration is enabled for an Appointments user, events created in Outlook by this integration will be marked “Private.”

Misc.

  • Verification of Email Delivery! From this release forward, you will be able to see whether an email was successfully sent out of LibCal, regardless of whether you are using the Springy email service or your own SMTP server. Head to Admin > System Settings > Email Queue to find filters with which you can narrow results, or to view the full contents of any email. Bonus! if an email was not submitted successfully and is marked with a “Failed” status, you can resubmit it. If your system sends out a large volume of email, you will also see any emails that are queued for impending sending.
  • You can now select which tab to land on when visiting the “Event Calendars” page. You can also specify a preferred Calendar. Go to Admin > Accounts > Edit Account > Preferences, or click your email address in the top, right corner to set preferences.

Upcoming LibCal Training Sessions:

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

LibStaffer

  • We’ve modified the “Staff” Report so the correct “Next Shift” for a user always displays.
  • We fixed an issue that prevented schedules from printing in Landscape orientation.
  • Inactive users will now be available for reporting on the Scheduled Shifts report, when “All Schedules” is selected. These will be at the bottom of the staff list and be labeled “Inactive.”

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

LibInsight

Twelve Hour Time Format for Custom / Shared Dataset Recording – You will be able to select the time format to record any time-related fields in your custom/shared dataset. To select which time format you would like, head to System Settings > Dates & Currency > Record Data / Widget Time Format. Please note that the Analysis page will still render the entered time data in 24 hour format.

Filter COUNTER 5 Top 100 Titles by Platform

Ever wanted to view the Top 100 Databases, Journals, Books, Other titles by platform? Now you can! Simply select the individual platform you want to filter the top 100 title reports by in the COUNTER 5 Analysis page.

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

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

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

The leaves are off the trees, we are eyeing our (single household only!) Thanksgiving menus here Springy HQ, and we have some awesome new features for you. These releases are on their way to you next week, and will be live in all regions by the end of the day on Friday, November 20.

Read about: LibGuides | LibWizard | LibStafferLibInsight

LibGuides

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

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

Use mapped assets

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

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

Upcoming LibGuides Training Sessions:

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

[Back to Top]

LibWizard

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

Transfer existing forms to a new user when deleting a user

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

Transfer Forms

Additional rft OpenURL parameter

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

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

Upcoming LibWizard Training Sessions:

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

[Back to Top]

LibStaffer

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

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

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

[Back to Top]

LibInsight

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

Copy Dashboard

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

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

Copy a dashboard

Rich Text Dashboard Row

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

Rich text row

Other Improvements and Fixes

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

Check out more from this release in the LibInsight release notes on the Springshare Lounge!
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That’s it for this round of updates from Springy HQ. We would like to thank you, our user community, for sharing all your great ideas with us! We love making them a reality and look forward to bringing you many more improvements in 2020 and–very soon–in 2021. We are always here for you if have any suggestions or questions.

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

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

LibAnswers

Pickup Manager!

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

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

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

Zoom OAuth Integration

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

Be sure to check out our recorded training sessions!

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

LibCal

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

Period-Based Booking @ Seat-Level!

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

Seats API 

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

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

Zoom OAuth

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

Other

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

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

Upcoming LibCal Training Sessions:

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

LibGuides

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

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

LTI Debug

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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

LibInsight

Easily Import Platforms and SUSHI Providers

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

E-Resources Management

More Accurate Database Reporting

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

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

New: Journals Title-Level Analysis!

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

Journal Titles

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

screenshot

We’ve also included these highly-requested features:

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

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

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

[UPDATED] Important Browser Notices & Updates

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

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

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

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

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

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

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

Tom Warren, TheVerge.com

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

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

LibGuides Users & IE11 [Updated Oct 19, 2020]

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

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

LibAnswers Users & IE11 [Updated Oct 12, 2020]

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

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

Chrome 86 Security Update

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

All Springshare Tools are HTTPS-Required

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

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

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

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

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

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

Chrome 86 Update Will Display Warning for Mixed Forms

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

Chrome Version 86 Will Display Warning of Unsecure Forms

Identifying & Resolving Mixed Content

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

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

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

Code Release: Big New LibAnswers & LibCal Updates Coming Your Way, and More!

All Regions Important Code Updates

It’s that time again, Springy fans! The Development and Product teams have been working hard to bring you a boatload of new and updated features. These features will be live in all regions by the end of next week, August 14.

We’re also switching things up a bit and posting the biggest news here on the blog, with more complete release notes over on the new Springshare Lounge. This approach will ensure that these posts stay short, but that if you would like to view the entire contents of a release, it’s still totally possible! Once release notes are published, we’ll add links to the bottom of this post.

LibAnswers

Microsoft Teams for Screen Sharing in LibChat

We’re excited to announce that this release brings Microsoft Teams integration to LibAnswers! In addition to our existing screen sharing integration with Zoom, we’re adding a new option in our screen sharing library for Microsoft Teams. This integration will make it possible for LibChat users to seamlessly launch Microsoft Teams meetings directly with patrons or other internal LibChat users directly via the LibChat operator dashboard, just by clicking the “Request Screenshare” button.

Similar to this integration in LibCal, you’ll need to work with your institution’s Microsoft Teams administrator to register an app for LibAnswers and grant the required access permissions. Once the app is registered, your LibAnswers admin will add the Application ID and Secret into LibAnswers (via Admin > LibChat > Screenshare), then LibAnswers users will be able to authorize the integration via their edit account screen and begin using Microsoft Teams for screen sharing during chats.

New API v1.1 with OAuth + POST API!

With this release, we’re also thrilled to usher in a new generation of LibAnswers APIs; our 1.1 APIs are here, and they’re bringing enhanced security and new abilities for creating content in your LibAnswers system from third party sources and forms!

To form the base for these new capabilities, we’re introducing a new 1.1 version of our existing APIs. For enhanced security, this new generation of APIs require OAuth Authorization headers in order to return data. Once you’ve generated an OAuth token (via Admin > Widgets and APIs > API Authentication) and granted it the desired permissions, you’ll send it along with your API request via an Authorization header. This ensures that the API is only being used for authorized users/purposes – and this is a critical piece of the puzzle for our way more exciting next feature…

LibAnswers now offers POST APIs for new ticket creation! This means it is now possible to generate new tickets into LibAnswers from non-LibAnswers forms. This could mean anything from a feedback form you maintain on your website to a problem report form found in your catalog. We’ve included 2 handy APIs to make this possible: a new GET API for retrieving a queue’s form field data (so it’s easy to match data from your non-LibAnswers form with LibAnswers form fields), and a POST API for actually generating the tickets. To get started with these new APIs, head to Admin > Widgets and APIs > API Endpoints v1.1.

LibCal

We’re super excited to bring local timezones to the public-facing side of LibCal Events and Appointments! Users will be able to choose what timezone calendars and events should display in.

Also, stay tuned! we’re bringing OAuth to Zoom in LibCal. We are working through the application approval process with Zoom and will announce availability of this updated security feature as soon as we can.

We also have some requested updates to LibCal Seats & Spaces!

  • There’s now an option for bookings to be automatically cancelled if the person has not checked in within a specific time frame after the booking start time.
  • A new contact tracing report will be available in a new tab in Spaces. Enter a patron name or email into the Contract Tracer to view bookings in the same Seat or Space for the 24 – 96 hours following the booking.
  • There are new reports to track peak occupancy at specific times of day, cross-referenced with days of the week. Go to Spaces > Occupancy Data to see these reports.
  • Want to get patron feedback on the Seats reservations/use process? You can now add a LibWizard survey link to the ‘Check Out’ confirmation page and schedule a follow-up email to send after the booking.
  • Improvements to the public patron booking experience and new reservation page search selections.
  • More detail will be included in the ICS file for bookings such as the confirmation code for check ins when enabled and the cancellation link.

LibInsight

Just one small thing to share here for LibInsight: we have added the capability to hide columns in COUNTER 5 usage reports. Just need to see a few metrics? No problem! Filter out the columns that you’re not interested in. Analyze your COUNTER 5 E-Resources dataset, then choose the Usage tab from Journals, Databases, Books, or Others > Titles > Choose a platform.

screenshot showing the drop menu of available fields for a Journal Titles report.

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

All Regions Important Code Updates

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

Read about: LibCalLibAnswersLibGuides | LibStaffer | LibCRM | LibInsight

LibCal

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

Seats

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

Microsoft Teams Integration – Calendar Events & Appointments Scheduler

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

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

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

Events

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

Appointments

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

Spaces & Equipment

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

Upcoming LibCal Training Sessions:

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

LibAnswers

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

New in LibAnswers & LibChat

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

LibChat Screensharing Updates

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

Shared Group System Reporting Updates

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

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

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

Co-Op Updates

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

Bug Fixes and Smaller Improvements

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

Upcoming LibAnswers Training Sessions:

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

LibGuides

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

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

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

Upcoming LibGuides Training Sessions:

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

LibStaffer

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

Features:

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

Smaller Fixes and Features

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

Upcoming LibStaffer Training Sessions:

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

LibCRM

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

Roles & Permissions

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

Roles

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

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

Permissions

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

Each permission comes with the following options:

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

[Back to Top]

LibInsight

COUNTER 5 Analysis Report Update

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

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

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

Other Misc Updates

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

LibInsight System Settings

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

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

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

All Regions Important Code Updates

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

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

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

Read about: LibGuides | LibInsight

LibGuides & LibApps

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

Limit LibApps Login via SSO

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

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

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

Tabbed Boxes Now Powered by Bootstrap

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

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

If you have written custom CSS or Javascript to act on your Tabbed Boxes, please look at this FAQ explaining which CSS selectors for tabbed boxes.

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

screenshot

Additional Features and Fixes

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

Upcoming LibGuides Training Sessions:

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

LibInsight

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

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

[Back to Top]

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

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

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

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

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

screenshot

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

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

LibAnswers

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

New LibAnswers Features

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

Updates for Shared Group Systems

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

QuestionPoint Data Portal

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

Smaller fixes and Miscellany

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

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

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LibCal

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

Appointments

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

We also have a few Accessibility fixes for Appointments:

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

Calendars/Events

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

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

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

Equipment/Spaces

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

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

We also have these accessibility fixes to bring you:

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

Miscellaneous

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

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

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

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

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LibGuides

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

Upcoming LibGuides Training Sessions:

Also check out our recorded sessions!

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LibWizard

Privacy Scrub Tool

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

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

Admin Privacy Scrub

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

Additional Improvements

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

We also have these accessibility fixes to bring you:

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

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

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LibStaffer

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

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

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

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LibCRM

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

Custom Interactions

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

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

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

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

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

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

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

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LibInsight

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

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

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

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.