Archive for LibInsight

LibApps release with new LibAuth, LibGuides, LibCal, LibAnswers, LibInsight, and LibStaffer Features

Wow, do we have a ton of end of year updates to share with you – we have new LibAuth, LibGuides, LibCal, LibAnswers, LibInsight, and LibStaffer features to share! This time we’re doing something different with the announcement – rather than spreading out the announcements in multiple blog posts (one per product) we’ll outline them all here, in a single post.

These releases are on their way to you next week, and will be live in all regions by the end of the day on Wednesday December 19th.

LibAuth & LibApps

LibAuth now supports SSO logins via OAuth2 and Sirsi Symphony. If your SSO supports the OAuth2 protocol, or if you have the Sirsi-Dynix Symphony ILS, you can now set up LibAuth configurations that will use these methods. Use LibAuth to authenticate patrons for LibCal Space Bookings, events, LibGuides E-Reserves, or to place your LibGuides site, group of guides, or a single guide behind authentication. LibApps admins can head to LibApps > Admin > LibAuth Authentication to see these two new options.

In LibApps, if you switch to a custom domain or change an existing custom domain for your LibGuides, LibCal, or LibAnswers site, we will request & install a free Let’s Encrypt security certificate before we put the domain change into effect. This ensures that all traffic to your sites continues to go over HTTPS rather than over the insecure HTTP protocol. If you haven’t yet read our blog post on making all your Springy traffic HTTPS, check it out now.

We’re also adding two more customizable fields to the Primo Search Source, when you set it up to show Primo results inside your LibGuides & LibAnswers search. The two new customizable fields are for changing the scope and tab name. Head to LibApps > Admin > Search Sources to set this up for Primo.

LibGuides

Over in LibGuides, if you have LibGuides CMS and have implemented IP Access Restrictions for your site, group, or guide, you will no longer see results for these IP-protected assets in search results, unless you are inside the required IP range. Your IP-protected guides will only show up in search results for users within valid ranges.

We also added a feature many of our A-Z Databases admins have asked for: the option to remove a “Trial” label from a trial Database when the trial expires. To set this up, go to Content > A-Z Databases > edit your database, apply the label, add the trial expiration date, and check the box labelled “Hide from public view on trial expiration date.”

Speaking of A-Z list, we’ve made a small change to the way that A-Z Databases search works with filters on the public A-Z page. Previously, if you filtered the page view to a subject, vendor, or type, and then did a search, these filters weren’t cleared, resulting in incorrect search results. Now, filters will be cleared when you do a search. Once a search is executed, you can further filter by subject, vendor, or type, if you wish.

There are also a bunch of small features and fixes to share:

  • We fixed the A-Z Databases map count, which were incorrect in a few instances.
  • We fixed the rendering of A-Z Database Description popovers in two cases:
    • When you’re using a A-Z page template that contains a custom content box with A-Z databases in it.
    • If you’re using IE11 or on a mobile device.

LibCal

We’re happy to announce that LibCal now has an online payments component built right into the system, and it comes with no additional fee – it’s a standard part of your LibCal system.


Online payments are being added to event registrations and spaces first. Support for payments on equipment bookings will be coming soon (late January/early February). We’re doing a limited online payments release to early adopters, until we polish all the payments features over the next few weeks (the wide release will be later in January). If you’re interested in being an early adopter for online payments in LibCal, let us know! For a sneak peek at how this functionality is integrated within LibCal, check out the December Springy Newsletter feature on LibCal – Way to Pay.

In addition to online payments, we have several other new features rolling out in this release, including:

  • The new “Next Available” quick link in Spaces and Equipment is now available via the APIs
  • We’ve added a simple honeypot captcha to Event booking forms, to help reduce spammy event registrations. This captcha method doesn’t display to the patron at all, so you won’t see anything different in your registration forms, but spambots will run into hidden fields that are designed to catch them and prevent the form from being submitted.
  • We’ve updated our Spaces Exchange Integration to support displaying Space reservations in Exchange using either the patron’s name, or a nickname they enter as part of the registration form. This is designed to assist folks who are relying on the Exchange integration to tie in with an external room panel. To try out this new setting, head to Admin > Equipment and Spaces > Exchange/Outlook and look for the Title Setting toggle.

LibAnswers/LibChat

We’re thrilled to announce that our new screensharing & webinars functionality is here! We went way beyond just basic librarian-to-patron sharing of screen during chat. Patrons and Librarians can also request control of each others’ screens, do an audio chat, start an optional webcam share for a face to face chat, annotate the screen to help guide your users in the right direction, save and send screenshots… and that’s just the basics. Also, why stop with two people – have a screensharing/webinar session with 3, 4, 5 or more people – the more the merrier! It’s all there, in LibChat.

  • Supported Across All Browsers – Whether you or the patron are using Chrome, Firefox, Safari, or some other browser… our screensharing works across all browsers.
  • Supported Across Multiple Operating Systems – From Windows to Mac OS, from Ubuntu to Mint… we’ve got you covered.
  • Works on Tablets & Mobile Devices – From Surface Pro 2 (running Win 8.1 / Win 10) to iOS/Andriod devices and even on Slaven’s beloved Blackberry (yes, we went there!)… you can screenshare with users on multiple device types.
  • Audio & Video Options – You and the patron have the option to turn on your mics and webcams to enhance the screensharing experience.
  • Screen Annotation – Annotate screens, draw attention to certain elements, type up notes, and then save the screenshot and send to the patron.
  • Multi-Person Webinars or Virtual Staff Meetings – Screenshare as a group for internal meetings, staff webinars, etc. Why should only two people have all the fun?
  • Distance Education Support – With our screensharing and webinars, your library can better support distance ed programs at your institution.
  • Saved Recordings – Optionally, save your screenshare session and share it with relevant parties.

Screensharing is an optional module but it’s included free to all our Suite customers. Non Suite users can join in the fun too for $199 for this module – we worked hard to bring enterprise-class screensharing & webinars solution that costs thousands to every library that needs it, for less than a daily cup of joe at the local deli. That’s what we’re all about – delivering outstanding value to our libraries that we’re privileged to serve and work with.

Based on the amount of emails and inquiries we received since we told you about our screensharing plans, we know that you will want this installed, like, yesterday. But in order to ensure the stability of the infrastructure the rollout will be gradual, over the next couple of months. If you want to be an early adopter please let us know you’re interested and we’ll go from there.

In addition to screensharing, we have a couple of additional updates to share:

  • New Chat Status: Internal – With all of the screensharing excitement around the potential for internal staff meetings and support, we realized that our existing availability options in LibChat needed some tweaks. Thus as of this release there are now 3 presence/status settings for LibChat:
    • Online – You’re available to answer all public and internal chats
    • Internal – You’re offline as far as public chat departments are concerned, but online and available for internal chat departments and 1:1 operator chats
    • Offline – You’re entirely offline and unavailable to chat
  • Department Monitoring Update – We’ve updated the way we display information on who is publicly monitoring chats for each LibChat department. Previously we were displaying availability for each user in each department based on their overall online/offline status. Now, we’ll display this information based on whether the user is specifically publicly monitoring/not monitoring each individual chat department. To see this in action, head to the LibChat dashboard > Select a Department > Click Department Members.

LibInsight

We are working on integration of COUNTER Release 5 datasets into LibInsight, which we expect to be available before the end of March 2019. Meanwhile, we have a slew of small fixes for you:

  • We fixed field editing bug in circulation datasets
  • We fixed the error message displayed if you do not specify a “# of transactions” field in an Aggregate Circulation dataset
  • We fixed Dashboard charts for LibCal, LibAnswers, and LibGuides datasets
  • We’ve made it possible for you to choose whether to require “Required” fields when uploading a file to a custom dataset
  • We fixed a broken export button in the Circulation and Acquisitions Datasets Analysis “Popular” tab
  • We fixed the “Reset” button on widgets, which was not getting appropriate keyboard focus

LibStaffer

We’ve been working hard to bring you some special gifts this holiday season including awesome new features like copying shifts, SMS alert notifications, Geofencing and OAuth authentication for Outlook/Exchange calendar syncing.

  • Copy Shifts – By popular demand, you now have the ability to copy shifts and their assignments to the same or different calendar.  Open any schedule, select the settings icon drop down and select Copy Shifts access this feature.
  • SMS Alert Notifications – SMS alert notifications are here!  Select which LibStaffer alerts to receive through SMS text messages or email (or both).  Head to Admin > Accounts > Edit > Email & SMS Alerts to check out this new feature.
  • Geofencing – We’ve developed a way to put a distance restriction on where staff members can either clock in or clock out within a specified radius from a schedules physical geographic location.  Check out this new feature to set your geofence restrictions and schedule locations latitude/longitude by going to Admin > Schedule Settings > Edit Settings > Location & Time Clock.
  • OAuth Authentication for Outlook/Exchange Sync – A brand new way of syncing to Outlook/Exchange, using OAuth tokens instead of having to enter and update login passwords.  This new way is more secure than storing of Outlook/Exchange passwords.  Head to Admin > Accounts > Edit Account > Outlook/Exchange.
  • Workflow Submissions Explorer Recipient Filter – We’ve improved the workflow forms submission explorer to include a notification recipient filter.  You will now be able to use this filter to see only relevant form submissions that included a specific notification recipient.  To run the explorer with this new filter head to Forms > Submissions Explorer.
  • Max Hours per Day – The ability to set the maximum number of hours a day a staff member can work across all schedules in one day.  Manual shift assignments and the auto scheduler will take this new value into account when checking availability when scheduling staff members.  To set a staff members max hours per day that they can work, go to Admin > Accounts > Edit > Manage Account.
  • Custom Week Start Date – Beyond Sunday and Monday, we’ve now brought you the ability to set the ‘Week starts’ date to any day of the week.  The proper support has also been added for manually assigning staff and running the auto scheduler to determine availability.  Go to Admin > System Settings to set your ‘Week starts’ value to any day of the week.
  • Multi View Start Date – We’ve modified the multi schedule view display where if all the calendars selected for the multi view have the same week start date, the calendar view will start on that same day of the week.  To view this change, go to Schedules > Multi-Schedule View Only and select calendars that all have the same week start date.
  • Shift Swaps with Outlook/Exchange sync – We’ve improved the shift swap sync process for Outlook/Exchange where after a shift is successfully swapped between two staff members, the shift that each staff member was assigned to prior to the swap will be removed from the Outlook/Exchange calendars.
  • Consistent first and last name display – We’ve gone through all of LibStaffer and anywhere an account name appears it will display as First Name Last Name sorted by Last Name.

 

Many of the new features and functionality in Springshare tools came as a direct result of you, our customers, sending us your ideas, suggestions, pain points, constructive criticism, and kudos. We can’t thank you enough, and we promise so much more good stuff coming your way in 2019 – new features, enhanced functionality, new products… all with one singular purpose – to make your library workflows better and for you to continue impressing your customers and making them love and appreciate their library and their librarians even more. Thank you for your amazing suggestions and ideas in 2018, and here’s to a lot more goodies in 2019 and beyond. As always we’re here for you if any questions pop up.

See How Libraries Use LibInsight Datasets

Getting a handle on your data is a big deal.

More and more people are having conversations about the next steps for their data. People have been collecting it for years and years. This was the major focus for some time. It was the pressing priority. We have to track things. This led to — let’s just track everything…in case we need that data. This exchange surrounding data is an ever-evolving one and at Springshare we are dedicated to propelling our libraries beyond recording to real reporting. LibInsight allows your data the ability to matter, to perform.

We’re highlighting the inspiring dig into the data attitudes of two terrific clients. Check out the types of datasets they’ve made, what they’re able to see with their data all in one place, and in what way the data can be used. It’s off the charts exciting!

Datasets to love.

Buffalo State started out using Springshare’s LibInsight Lite (formerly LibAnalytics) in 2012. They upgraded to the full LibInsight system in 2016. Before our tools, they were primarily using spreadsheets for their data. Joe Riggie, the Information Systems Librarian said that the deciding factor in moving forward with the upgrade was the fact that LibInsight has “cross-dataset analysis, SUSHI support, and enhancements (cost data, file uploads, etc.).”

The first datasets they made were for Gate Counts, ILL Lending, Circulation, etc. As they worked on, they learned valuable things that can benefit others. Joe said, “Our original database metric dataset only used SUSHI and so we ended up with usage data at the vendor (Gale, ProQuest, etc) level. We wanted more granular results so we set up a new dataset that used uploaded COUNTER reports to get usage data at the platform level (Academic Search Complete, ARTSTOR, etc).” Now, the most popular datasets are ones for Database usage, Circulation and EBook usage.

Today, capturing the right data and being able to generate the reports you need is the most efficient way to get the most out of your efforts to analyze. Joe said, “We have produced reporting for accreditation…” This is thrilling for us at Springshare. Joe says the Butler Library at Buffalo State uses LibInsight to “compare the changing patterns of book/ebook usage. We can compare traffic (gatecount) to the use of library services (circulation). We can easily obtain cost per download data for ejournals and databases. We have used LibInsight for collection development and weeding.”

And they’re generous enough to offer a tip to everyone. “We have noticed that many vendors add hidden columns into COUNTER reports and the uploads will fail until you find and remove them.”

We’re so excited about how Buffalo State has raised their dataset game in just the last 2 years with the full LibInsight system.

Unlimited datasets = unlimited experimenting.

Also having started out with LibInsight Lite (back in 2014), Greta Valentine, the Research and Data Analyst of the University of Kansas Libraries said they upgraded to the full LibInsight in 2016. Greta said, “We liked that it allowed for cross-dataset comparisons, and that it included the ability to upload large batches of data ourselves. We also liked that we could create unlimited datasets so we could test various collection use cases on an experimental basis. We also found the automatic import of data via SUSHI harvesting appealing, and are now in the beginning stages of implementing this since the tool we were using to ingest COUNTER data previously is no longer supported.”

Greta explains that they first began to use LibInsight Lite to create datasets necessary for their ARL (Association of Research Libraries) Annual Statistics report. These stats have been collected and published annually since 1907. Now, they’re using LibInsight to get some of the pertinent numbers. Greta said, “These included our Service Desk Statistics dataset (all transactions at our circulation/reference desk plus chat questions), Instruction (information about instruction sessions), and Consultations (information about research consultations performed off the reference desk.) When we transferred to [Lib]Insight we added more datasets that included a much higher volume of data, such as data from our Voyager ILS about Interlibrary Loan and Circulation transactions.”

Springshare knows it’s not just Reference Service these days, it’s Customer Service. Serving their patrons is one of the highest ranking priorities at the University of Kansas. This is exhibited in their dataset popularity. Greta notes, “The most-used dataset continues to be our Service Desk Statistics dataset, which includes all interactions at our combined reference/circulation desk, as well as reference questions/referrals answered via chat. Late in 2016, we began using LibAnswers to record chat questions since it provided the interface to capture both walk-up and chat questions directly, as well as the ability to create tickets for questions received via e-mail. This also allows us to track referrals. We use [Lib]Insight primarily as a repository to hold this data (we upload it from LibAnswers quarterly) so we can view the number of transactions longitudinally along with older data.”

What else are the KU Libraries doing with LibInsight? Greta answered that “In addition to providing the numbers for our ARL Annual Statistics, the Libraries is participating in a longitudinal study with the Greater Western Library Association (GWLA) to see how library instruction affects student success.

And, this is exactly what makes the data discussion important. What is not up for debate here is how collecting the data is the first step. Libraries are doing that — have been doing that. But it would be amazing if you could make data-driven decisions! It’s exciting to be able to use LibInsight to analyze the data in a meaningful way so that you can see how library instruction affects student success. This is what you need today and going forward — to have the ability to examine relationships and test possible correlations, and to cut through that data to what you want to extract quickly so you can get to the answers.

Upcoming Webinars

LibInsight: Empower Staff to Make Data-Driven Decisions

Monday, July 16 — 11:30 am – 12:00 pm

Tuesday, July 24 — 3:30 pm – 4:00 pm

If you can’t attend these dates and times, register so you can opt to receive the recording. To get more information on LibInsight, contact sales@springshare.com.

Fetch, LibInsight, Fetch! Good LibInsight!

LibInsight Update

It’s nearly Independence Day here in the U.S., and your friends at Springy have a firecracker of an announcement for you: SUSHI scheduling! You can now schedule the automated harvesting of supported SUSHI reports, on a monthly, quarterly, semi-annually, or annual basis, to your E-Journals / Databases or eBooks datasets. Gone will be the days of retrieving one file at a time (but you still can, if you want to!). Just set it, and forget it, until it’s time to analyze. You will receive an email each time a file is successfully harvested and added to your dataset, or if a fetch fails for any reason.

Here’s what you’ll need to get started:

  • Your SUSHI credentials from e-resources vendors.
  • The list of reports that are supported by each vendor. We support DB1(r4), DB3 (r3), PR1 (r4), JR1 (r4), BR2 (r4), but not all vendors make all of these available via SUSHI.
  • A LibInsight E-Journals / Databases dataset, or an eBooks dataset, with platforms added.
    Protip: Be sure to specify your SUSHI provider in your platform information. This will mean that the SUSHI provider is pre-selected when you set up a new SUSHI schedule. To get to Platform Information quickly, click Datasets in the orange command bar and look for the cog icon.
To set up a new schedule, go to that dataset’s Record Data page, choose a platform, click Schedule Future SUSHI Harvesting, and click Add New.
screenshot
Please see our help documentation for E-Journals / Databases and eBooks datasets for complete information on when your scheduled SUSHI files will be harvested and added to your system. If you’re not signed up for today’s Getting Started with LibInsight training session, check out past recordings, and keep an eye on our training calendar for more upcoming sessions.

ICYMI – Other Recent Updates

Here are some additional features and fixes we’ve added to LibInsight:
E-Journals / Databases & eBooks Datasets
  • It’s now possible to add Cost Data for future years.
  • Regular users with a dataset Admin permissions are now able to add platforms.
  • We added support for SUSHI harvesting from Thieme, Adam Matthew Digital, Lexis/Nexis, and Springer Nature.
Custom Datasets
  • If your custom dataset’s timestamp is set to “Show One Date Only,” and the field is set to “Show Time,” a time picker is displayed rather than a date picker.
  • We fixed a couple of issues with chart labels.
  • We now accept dash-delimited data in addition to slash-delimited data. (Slash dot dash dot!)
Dashboards
  • You can add a chart to a Dashboard graphing “Entered by” for the records in a dataset. Useful if Reference transactions or Instruction session data are entered by lots of different people.
  • Numeric fields used in Dashboard charts are SUMmed rather than COUNTed.
  • If a field is used in a Dashboard, you will not be able to delete it from its dataset until you remove it from the Dashboard.
  • LibInsight now uses HSTS, and all API endpoints are HTTPS.
Other Stuff
  • If you delete custom chart colors in System Settings, we’ve restored the defaults for you.
  • You can now download all library data from your Gate Count dataset in Analysis, rather than one library at a time.

Protect the Integrity of Your Springy Websites… Free ‘Let’s Encrypt’ Security Certificates

hacker

In our October 2017 SpringyNews Newsletter, we informed Springy users that recent updates to web and mobile browsers (Chrome, Firefox, Safari, etc.) mark any HTTP webpage that contains form content as insecure. Meaning that any public webpage containing a search box, LibCal booking form, or LibAnswers Question Submission form will automatically display a ‘Not Secure‘ warning to end users.

The security and privacy of your patron’s data is of prime importance to Springshare. Having any webpage, especially your Springshare-licensed tools, marked as unsecure is not good PR for us or you! You don’t want your patrons thinking your LibGuides, LibAnswers, and LibCal websites are untrustworthy.

To that end, we’ve made all v2 products hosted on a Springshare-controlled domain HTTPS enabled. For those of you on a custom domain, we’ve enabled security certificate hosting for LibGuides, LibAnswers, and LibCal!

And, we’ve taken it one-step further. If you have a custom domain, we’ve added integration with Let’s Encrypt to provide completely free security certificates for your LibGuides, LibAnswers, and LibCal v2 tools. We’ve made it as easy as 1,2,3 to ensure your Springshare tools are HTTPS secure, trustworthy, and safe for your end-users.

Chrome ‘NOT SECURE’ Warning Message

Why HTTPS Matters

HTTPS secures the communication and data transferred between our servers and your users’ browsers. Hackers and intruders exploit every unprotected resource between your websites and users. And every time a user interacts with your Springshare tool, whether it’s sending a search query through a LibGuides search-box or submitting a LibCal room booking request, they are sending data from that website through the interwebs to our data servers. If any part of your website is loaded over HTTP, that data is unsecure and could potentially be used to exploit other secure parts of your website. So we recommend that all pages, resources, and widgets be loaded securely over HTTPS.

Furthermore, HTTPS doesn’t just block misuse. It’s often a requirement for many browsers.

HTTPS Protects the Integrity of Your Web Presence

HTTPS helps prevent intruders from interfering with the communication between your Springshare websites and your users’ browsers. They exploit HTTP/unprotected communications to trick your users into giving up sensitive information or installing malware. Given the opportunity, they will exploit every resource that travels between your Springshare websites to your users. Resources like images, cookies, scripts, HTML… etc.

Getting a Security Certificate is Important

Security Certificates are provided by reputable and trusted third-party companies that verify your organization and your website transactions. These Certificate Authorities provide a security certificate that proves that the website/domain really belongs to you and nobody else. Essentially, the security certificate is what allows you to put the S in HTTPS.

unlock

HTTP stands for Hyper Text Transfer Protocol, and its what allows users to access webpages. When you enter in http:// in front of your web address, it tells the browser to connect, fetch, and transfer the requested webpage.

 

lock

HTTPS stands for Hyper Text Transfer Protocol Secure, which uses an encrypted connection when transporting webpage data.

 

My Domain Ends in .libguides.com, .libcal.com, .libanswers.com, etc.

If your v2 system is on a Springshare-owned domain, you’re all set! These domains already have SSL/HTTPS support built-in. So you can update all links to / within your system to HTTPS links now. Learn more about enabling HTTPS for Springshare-owned domains.

Wait, I Have a Custom Domain (ends in .edu, .org, .co.nz, etc.)

If your v2 systems have custom domains (e.g., ask.mylibrary.org, calendar.university.edu), then you must obtain and install an SSL certificate in order to avoid warnings. There are two ways in which you can obtain an SSL certificate.

1. Work with Your Local IT Department

Connect with your IT colleagues to obtain an HTTPS certificate for each custom domain. You own your domain and thereby you own the certificate, too… just install it on our servers when it’s ready.

If – gasp – you ever decide to cancel any of your Springshare tools where you have an HTTPS certificate, you still own your certificate(s) and can move it/them to any other server.

2. Use Our Free ‘Let’s Encrypt’ Security Certificate

We’ve added integration with Let’s Encrypt, an industry-leader, to provide free and automated security certificates… right inside your Springshare tool.

LibGuides Users

We’ll do all the hard-work by requesting and installing a free ‘Let’s Encrypt’ certificate for you! Poof, magic! Plus, we’ll automatically renew your ‘Let’s Encrypt’ certificate. This way, you can spend less time chasing down certificates and more time doing the stuff you need to do. And, if your IT department is going to need a few months before they can get your custom certificate, your site can still be protected with ‘Let’s Encrypt’ in the meantime.

The only thing you need to do on your end is to update your custom domain to point to the secure server. Once you’re pointing to the secure server, we’ll automagically install your free ‘Let’s Encrypt’ security certificate. Check-out this FAQ outlining the secure endpoints for your CNAME record.

If at any point you want to upload your own custom certificate, simply follow these steps.

For LibAnswers/LibCal Users

The first thing you’ll need to do is update your CNAME record to the secure server endpoints. Then, contact our support team about requesting a ‘Let’s Encrypt’ certificate on your behalf. It’s still free, and you can replace it anytime with your own certificate, but we haven’t fully automated the process… yet!

So, You’ve Added a Security Certificate… What’s Next?

Kudos to you – you’ve taken a huge step in ensuring that your patrons’ experience a safe web experience. But, there’s still a few more things you need to do!

1. Update All Links to HTTPS

Most likely, you’re linking to your LibGuides, LibAnswers, and LibCal systems from a variety of websites like your Library homepage, on your blog, your Facebook page, etc.

It’s imperative that you update all references to these systems with the updated HTTPS link. There’s no point in doing all this work to make your Springy tools secure if you’re still pointing to the HTTP/unsecure URL.

Update links to Springy Tools to HTTPS

2. Update Embedded Widgets to HTTPS

Although your site is configured correctly to display over HTTPS, individual pages can still be considered unsecured if they contain content from HTTP sources (such as embedded videos, search widgets, etc.). To prevent this from happening, you will either need to change the content’s source URL to HTTPS, or remove the content from the page.

Be sure to check with your database vendors about getting HTTPS widget code.

We’ve made it as easy, and free, as possible for you to ensure a secure and trustworthy experience for your end users. So, c’mon folks – let’s make sure your Springshare sites are safe and ‘Let’s Encrypt’!

New in LibInsight – Custom Chart Colors!

Screenshot of system settings

Customize your LibInsight charts to match your organization’s official color palette, or customize Dashboards per review period or project.

Define your custom colors at the system-wide level and you’ll see them in your dataset analysis charts, cross-dataset analysis, and dashboards.

Head on over to System Settings to set your system colors. If a chart requires more colors than you’ve specified, random colors will be chosen.

If the Randomize box is checked, the colors will be used in random order for charts in Analysis, Cross-Dataset Analysis, and Dashboards.

Here is what custom colors look like in charts for Electronic Journal / Database:

Screenshot of two pie charts with custom colors

You can customize Dashboards further by using the System Colors palette or choosing custom colors in the Dashboard. You can even use a different set of custom colors for each chart in a Dashboard row. Use your power for good! 😃

Here’s a screenshot of a Dashboard row with custom colors specified for each chart.

Screenshot of a dashboard row

Specify custom colors for all charts in a row on the Settings tab (check the box to apply to all charts), or specify custom colors on the other chart tabs.

Screenshot of chart settings

New LibInsight Update!

Hey there LibInsight users, we’ve released a bunch of new features for some summer data fun!

Database & eBook Invoice Line-Items and Cost-per-use Statistics

Last month we added the ability to attach invoices to your E-Journal & Database and eBook platforms; this month brings more invoicing goodness: line items! Adding line items for individual databases or eBook collections will enable cost-per-use statistics at the database level. With LibInsight, you have all the tools you need to make data-driven decisions about your database, E-Journal, and eBook collections.

Adding line items to an invoice is easy! If you have already uploaded JR1 or DB1 reports, those title lists are already associated with your platforms. Just start typing the title, choose the right item, and add the item’s amount.

LibInsight invoice showing database line items and their costs

Once this is complete and you’ve added your DB1 reports, you’ll be able to see cost-per-use statistics for databases.

LibInsight Database use and cost-per-use statistics

Counts Datasets in Dashboards

We’ve made a change to Dashboards that we know you’ll love! Do you keep monthly totals of various library activities? Now you can chart related activities side-by-side in a single Dashboard chart. Chart up to 10 related fields with this new feature:

LibInsight Dashboard graphs showing multiple fields per chart

Also new with this release is the ability to download your data from Counts/Aggregate datasets.

Custom Dataset Widget Submit Button Options

The Submit buttons on Custom Dataset Widgets are “Submit” and “Reset.” If you’re logged into LibInsight, the buttons are “Submit” & “Submit and Clear.” The latter options are useful for busy service desks where form submissions can be similar from interaction to interaction, so we’ve added that as an option. If you’d like to have “Submit” & “Submit and Clear” buttons, just choose that option in your widget’s settings.

Also new with this release, we’ve made the Springy Custom Dataset Templates more visible. Everything from Foot Traffic to Reference Questions are right there for the copying. Choose a template name when creating a new Custom Dataset. This will copy the template’s fields into your dataset; you can add your own fields as well.

List of all dataset templates available when creating a custom dataset

Additional Fixes and Features

  • You can add a filter on the contents of Internal Notes when analyzing a custom dataset.
  • Validate your COUNTER file before you upload; a link is available on the Record Data screen for E-Journal & Databases and eBooks datasets.
  • Quickly jump from a Platform page to Record Data with the new Record Data button.
  • For Numeric or Monetary fields, your “Field Look” choice (5 or 10 characters) will be applied to the Record Data screen. It previously only applied to Widgets.

Field settings for a numeric field. The Field Look is set to 10 characters wide.

LibInsight: Database-level Stats and a Whole Lot More!

We have some fantastic news for Electronic Resources Librarians as we head into invoicing and end-of-year stats gathering season. Are you ready for database-level statistics??

With the latest LibInsight code release, you can upload the COUNTER Database Report 1 (DB1)—either by uploading files or by retrieving them via SUSHI, if the publisher supports it. You’ll notice that the Analyze screen looks a bit different, too, because we changed some stuff up to get database stats into your hands.

Adding Database-Level Statistics

To upload your COUNTER files or retrieve a SUSHI file (or enter them by hand if that floats your boat!), go to the Record Data screen for your E-Journals/Databases Dataset. Need a sample file to compare to the data you get from publishers? Click Upload Usage Data then look for the R4 Sample link on the DB1 line:

Find a sample DB1 for download on the Record Data Screen

Just want to grab a file via SUSHI? No problem! Click SUSHI Harvesting, choose your provider and report type, specify your dates and away you go!

Choose DB1 to retrieve this report via SUSHI

Analyzing per-database data

Do you want to dig into your e-resources data to see which databases are used the most? Which are not really used? Do you have the same database through different platforms and want to keep track of which gets the most use? Which databases get a lot of searches but don’t generate a lot of clicks or views? You can get at the answers to these questions and more with Database Use Statistics!

First go to Analyze and run a report on an E-Journals and Databases Dataset. The Overview tab initially presents data for all platforms in your dataset. Use the Searches, Views, and Clicks variables to see data uploaded via PR1 and DB1 reports – if a DB1 report has been uploaded, those platforms will show the number of databases they contain. If you’ve added cost data, LibInsight automatically calculates your cost-per-use. Psssst you can see which journals are contained only by uploading the Journal 1 (JR1) report.

LibInsight E-Journals/Databases analysis including database-level stats

To view statistics by database, click Databases > Database Use. The real fun begins below the table that summarizes how many databases each platform has. When you view the database list for each platform, you’ll see the Searches, Clicks, and Views attached to each database.

LibInsight Database Level Statistics

Click the Databases tab > Top/Zero use to see your most-frequently-used databases as well as those for which there are zero stats. You can view these across all your platforms or just rank them within a single platform.

Expanded and Easily-Discoverable Platform Information

We’ve made it easy to enter and find more information about your e-resources platforms. On the All Datasets and Manage Datasets screens, you’ll see a cogs icon in the Actions column for E-Journal/Databases and eBooks datasets. Click that to jump to your platforms list to add new or edit existing platforms.

LibInsight Platforms List

We have also added a bunch of fields as well as easy jump points from a Platform page to its corresponding Licenses, Uploads, and (NEW!) Invoices tabs. Now you can track which SUSHI credentials to use and add URL, user ID, and password fields for affiliated sites, like administration or statistics portals.

LibInsight Add New Platform page

New Cost Data Options

Last but not least of our big new features this month is the ability to attach 1 or more invoices to your e-resources platforms. Go to the Record Data screen or click the Invoices button on a Platform’s information screen to add, view, and edit Invoices. Currently, you can add a date, coverage dates, amount, and an attachment. Coming soon will be the ability to add line items to your invoices! Line items will be used to calculate cost-per-use at the database level in E-Journal/Database dataset analysis.

LibInsight Add New Invoice Screen

Already added Annual Cost data in your e-resources datasets? No sweat, that option is still there for those who prefer to enter a single cost per platform per year. This may be simpler for smaller platforms that do not come with multiple invoices.

More Dashboard Time Period Options

You asked for more options when graphing data in a Dashboard, and we’ve added a bunch! Now you can chart the last 6 or 12 months, last calendar year, this calendar year (to date), or even a custom date to present. The existing options are still there, so if you’re after 2 weeks, 24 hours, or a custom date range, the gang’s all here!

LibInsight Dashboard time period options

Additional Features

As they say in infomercials, but wait, there’s more! We’ve been busy bees indeed at Springy HQ, and we’re pleased to also announce these smaller fixes and features:

  • Filters area on pages containing tabular data (All Datasets, Accounts, etc.) allow you to add more than one limiter at a time
  • Gate Counts recorded daily or more frequently contain Weekly graphs
  • Entered By is a chartable field for Custom Dataset Dashboards
  • Browser / OS charts are available for Google Analytics Dashboards
  • SUSHI Support for ProQuest eBooks Central
  • Split out Finance graphs into Expenditures & Revenues
  • Added “All fields” to Counts > Analyze > Distributions field choice
  • Domain validation for Shared Datasets
  • Date picker: default to 1st of the month if user chooses only month and year
  • Accessibility update: fixed poor contrast on Gate Count widget buttons

We also had a few bugs to banish:

  • Select fields displayed as pie charts in custom dataset analysis now display their proper labels
  • When the System Name is changed in System Settings, that change is sent to LibApps and displayed on the LibApps dashboard
  • Admins were unable to delete or unpublish Others’ dashboards—no more! We have restored this phenomenal cosmic power!
  • If you didn’t use the previous gate count value as the subsequent gate start field, the Daily Total could be off. We’ve fixed this!
  • We realized that rounding up when calculating the bidirectional gate count was resulting in a handful too many people at the end of each day. We’ll only round up at the end of the day, because who wants a half a patron?

Using LibInsight to Showcase Library Services at USF: Sarasota-Manatee

The University of South Florida, Sarasota-Manatee Librarians use LibInsight-Lite to gather data about their instruction, research assistance, head counts, and questions asked at their information commons resource desk.

How do they communicate these stats to outside stakeholders?

They created an infographic! Pulling data from LibInsight-Lite, librarians created an easily readable (and shareable) infographic.

LibInsight has provided us a powerful, customizable tool that we have been able to use to concretely show the important and varied services we are providing to our campus.

USF Infographic

“We’re All In, Because It’s Easy”

..says Andrew Adler, director of the Georgetown College Library, when asked why the Library is using the entire platform of Springshare tools.

Andrew, like most librarians, wears a lot of hats. From teaching library instruction, manning the reference desk, creating training tutorials for student workers, and being available nine hours a week for one-on-one research consultations, plus being the director for the entire library – he needs their web platform tools to just work and be easy to use“.

LibGuides CMS-Powered Website w/ Integrations

Georgetown College Website

LibGuides CMS allows for seamless integration with Springy Tools

The Georgetown College Library uses the entire Platform of Springshare Tools – and they use LibGuides CMS to power their Library Website.

“Things got a lot easier when we moved our website to LibGuides CMS.”

On their library homepage, an embedded LibCal Hours widget automatically updates to display today’s hours… no manual updating needed.

Their reference services are prominently showcased, with embedded LibAnswers LibChat widgets promoting their live reference assistance and a customized Ask Us form that routes all queries right into their LibAnswers ticketing queue.

All library forms, from a book purchase request form to reporting a catalog error are created and stored using LibWizard. In an effort to streamline work processes, their library student application is a LibWizard form! This way, librarians only have to go to one place, LibWizard, to view all form submissions.

Student Worker Training

Student Worker Training

Informing & Training Student Workers

All library student employees are trained using a combination of LibGuides with embedded LibWizard tutorials. Talk about making your tools work for you!

Circulation Student employees access the Circ Dashboard LibGuide when they sign into the circ desk computers.

From here, they can easily view their work schedules via LibStaffer, access library quick links, and take interactive training with LibWizard tutorials.

Since they’ve already used LibWizard to submit their student application forms, the process is consistent and seamless. As Andrew said, “everything they need – put in one spot”.

Andrew presented at the October 2016 SpringyCamp on training student workers using LibGuides and LibWizard. View Andrew’s presentation and download his slides.

Geogetown College Circulation Desk LibGuide

Student Circulation Dashboard LibGuide

LibWizard Tutorial

LibWizard Interactive Tutorial used to train student employees

Georgetown Staff Directory

Staff Directory LibGuide Powered by LibAnswers FAQ Widget

Using Widgets Makes It Easy to Maintain & Share Info

Even the library’s staff directory is a product of integration.

Andrew maintains the Library Staff directory as a published LibAnswers FAQ, making it easy for anyone searching the FAQ database to find staff email addresses and phone numbers. But, what if they’re not in the FAQ database? How do they find that information?

Easy!

Simply embed that Staff Directory FAQ as a widget into any webpage, including their LibGuides CMS-powered website. This way, Andrew only has to update the directory in one place, the FAQ, and watch those updates trickle down to everywhere it’s been embedded. The same consistent information is easily syndicated across multiple platforms and is easy to maintain from one central location.

Wait, What About Faculty?

 

LibCal Booking form

LibCal My Scheduler IL-Booking Form

Andrew wanted to create an online process where faculty could request library instruction as quickly and efficiently as possible. Email wasn’t cutting it, creating a lot of unnecessary back and forth. Plus, the Library maintains access to several IL-Classrooms so pointing faculty to a room reservation system would have required that Faculty know which room to request and when.

Using an outside-the-box solution, Andrew repurposed their LibCal My Scheduler as a tool for faculty to book library instruction. Most libraries use the My Scheduler tool to coordinate and schedule one-on-one research consultations. But Andrew saw it as a way to streamline their IL-Booking process. Faculty select their preferred date and time, and share their session preferences and class notes to ensure that the instruction is as targeted as possible – for the student’s benefit. Andrew receives the request, selects the appropriate classroom, and it’s all done…in just a few clicks. Easy-peasy.

These IL-Instruction Stats, and all stats from their Springshare tools, are automatically funneled into their LibInsight data gathering tool. From here, Andrew can run reports on how many classes were taught last semester, hits they had on their Library Website, and chats/texts/email reference questions they received.

Plus, using LibInsight’s Gate Counts Dataset, Andrew is able to view how many people are in the building – updated to the most recent hour. This data allows them to make staffing changes to their service desks based upon actual library traffic data. “It’s important for us to understand our student’s point of need and work to meet that need.”

 

LibInsight Gate Count Dataset

Gate Counts Data

LibInsight Gate Counts Data

Every year, Andrew meets with the Georgetown College Provost to cover the library budget. As is typical at these meetings, every line item is scrutinized. Andrew makes it clear that their use of Springshare tools are an essential library service.

“The Library couldn’t function without it – it’s our website, our research guides, our reference service tool, or reservation tool, and so much more. — Andrew Adler

“Count” on LibInsight to kick off ALA Midwinter week 2017 with a bang!

Springys will be heading to Atlanta this week for ALA Midwinter 2017, but Springy HQ is still rocking and rolling out new features this week! First up is LibInsight 0.15, now available in a browser near you! Here’s the rundown:

Counts/Aggregate Dataset Type

As librarians, we count a lot of stuff! Whether tracking the number of visitors to the library, the number of questions answered at your desk, the number of attendees at your awesome programs, or the number of times your group study spaces are used, there are a lot of numbers you can use to demonstrate the value of your library to your university or board. While LibInsight does some aggregate counting, until now, its power has been in tracking and analyzing transactional data–think individual instruction sessions vs monthly instruction statistics. Weep no more, spreadsheet lovers!

We’re so pleased to bring you the Counts/Aggregate dataset type. Monthly collection counts? Check! Daily headcount? Check! Annual event attendance or instruction numbers? Check and check! Stack any and all of your regularly-counted numbers together in one or more Counts/Aggregates datasets.

Screenshot of the data entry screen for the Springy Hometown Library Monthly Stats dataset

As with all LibInsight datasets, you get analysis for your Counts, too. View your numbers in tables, view dataset statistics, chart one or more variables, or even use the Trends tab to show how the counts change over time.  Compare data from your Counts datasets with other datasets using Cross-Dataset Analysis to boot! Ready to show off your library’s numbers? Add your Counts dataset to a Dashboard for easy access. Ready, set, get counting! 🙂

Screenshot of the analysis of the Springy Hometown Library Monthly Stats dataset

Custom Datasets Get Trendy!

Do you use the Trends tab in your other datasets? Well, now you can analyze trends for the numeric fields in your custom datasets, too! See how the totals of your numeric fields change year-over-year, graphically and in tables. In the screenshot below, we see that use of the Springy Hometown Library Reading Room was up by almost 6% in 2015 over 2014 but slipped by just over 1% for 2016.

Screenshot of 3-year trends for the Springy Hometown Library Headcount dataset

Have suggestions for additional Trends or other analysis for Custom Datasets? Click the Support tab on any page in your LibInsight site to drop us a line.

Additional Features and Fixes

Widgets

  • Add the “Entered by” field to your dataset widgets to record who’s entering data.
  • If Required Fields aren’t completed on Submit, these are highlighted.

Gate Count Datasets

  • Allow “Null” values in Gate Count hourly datasets–no zeroes required!
  • Added a date/hour picker for the Multi-Gate option in Gate Count widgets.
  • You can now download your Gate Count data.

And more…

  • More flexibility with setting your preferred fiscal year dates for analysis. Set this up in Admin > System Settings.
  • Field order of CSV Exports now reflects your custom field order.
  • We squashed a bug that was preventing 5-step scale fields from working properly
  • We made SUSHI error messages easier to read.