Archive for LibStaffer

Hear How Two Public Libraries Are Using LibStaffer

Live Speaker Webinar Series May 22 and June 6

Learning By Example

Sometimes, the best way to understand how a tool can be used in your library is to see how someone else is using it in theirs.

To that end, we have two amazing speakers from the Arlington Public Library and the Marion County Public Library System each presenting on how they’re using LibStaffer at their libraries.

Join us for two opportunities to learn how other libraries are using Springy Tools, why they switched, and ways they’re using its unique features.

What’s LibStaffer?

LibStaffer is staff and service point scheduling tool designed to take the hard work out of scheduling so you have time to focus on more important projects. Organizing the reference desk schedule for next week, or covering John’s summer vacation, rotating early AM shifts so poor Mary isn’t stuck with the 8am’s every single day – is hard work, and it never ever ends.

LibStaffer’s powerful auto-scheduling tool understands staff preferences and their availability limitations so accurate schedules are created quickly and easily. Easily:

  • Outline who can work on which schedule and define staff availability including time-off;
  • Integrate with LibCal’s Appointment Scheduler so one-on-one consultations aren’t booked at the same time as a reference desk shift;
  • Enable Clocking In/Out with the LibStaffer Timeclock with IP & Geolocation functionality;
  • Create Workflow Forms that facilitate the entire life-cycle of a workflow process (like an employment application!);
  • …. and so much more!

These speakers will cover:

  • How they’re using LibStaffer across multiple branches and service desks;
  • What they were using originally (Excel Spreadsheets!) and why they moved to LibStaffer;
  • Their favorite LibStaffer time-saving features like the drag & drop tool and the auto-scheduler.

Register Today – Webinars Are 30min and Free!

Timing doesn’t work and can’t attend? Register anyway to receive the recording! Just choose, ‘Receive Recording’ from the sign-up form.

How Arlington Public Library Uses LibStaffer

When: Wednesday, May 22

Time: 1:30pm – 2:00pm U.S. ET

Register Todayhttps://calendar.springshare.com/calendar/training/arlington-public-library-uses-libstaffer.

Note: We’re using the awesome new Friendly URL feature for Calendar Events!


How Marion County Public Library System Uses LibStaffer

When: Thursday, June 6

Time: 1:00pm – 1:30pm U.S. ET

Register Today:

https://calendar.springshare.com/calendar/training/marion-county-public-library-system-uses-libstaffer.

We hope to see you during this special guest presenter’s webinar series! If not, be sure to visit this blog again as we’ll be posting a post-event recap with links to the video recordings.

LibApps release: New LibCal, LibAuth, LibGuides, LibAnswers, LibInsight, LibWizard, LibStaffer, and LibCRM Features

So far in May we’ve celebrated May the Fourth, Cinco de Mayo, and Mother’s Day (among other awesome days)…and now it’s time to celebrate Springy Release Days! Bask in the shininess of new features and the glory of fixes. Use this celebratory energy to plan your next projects, including implementing these new features / adding them to your workflows and moving to LibWizard v2. Check out the training links at the end of each section for inspiration and guidance!

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

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

LibCal

Confirmed Bookings Calendar 

We’re thrilled to bring you this heavily requested feature in LibCal. You can now run a calendar view of all confirmed space bookings for a category and/or location on the admin side of the system. This awesome new feature provides the ability to filter the calendar by spaces within the category/location selected and can be displayed in the ‘Agenda’, ‘Day’, ‘Week’ or ‘Month’ format. Lastly, hover over a booking for information about it, as well as any event details (if the booking is tied to one). Head to Spaces > Confirmed Bookings to try it out!

OAuth2 Integration

It’s here: the long awaited OAuth2 authentication support for syncing Appointments and Space bookings with your Exchange/Outlook calendars/resources! This authentication method is a more secure way to sync than storing Outlook/Exchange passwords, as with the current setup. Check out our documentation to learn how to set this up.

Discount Code Support

Our online billing component is always growing, now with support for discount codes! Create, manage, apply, and track discount codes for events, equipment, and space bookings. Head to Admin > Billing > Coupons/Discount to get started.

Equipment Booking for Events

Ever wanted to book required equipment items during Event creation, rather than booking separately through the Equipment module? Well, now you can do just that! When creating or modifying event details, a new drop-down selection is available to book equipment items for the event.

Other Features & Fixes

  • Cancelled Space Bookings – We’ve added which user cancelled the space booking as well as the date & time they cancelled it (check the calendar icon next to the name) to the Spaces Booking Explorer and Booking Details Modal. (This will only appear for recent and future cancellations.)
  • Public Page Event Search – We’ve made improvements in LibCal’s public search capability: better quality search results with fewer problems. This includes returning to the search results page you were on (vs. the beginning of the search results list) when you click an event link, then use your browser’s back button to return to search results.
  • Appointment Widget Improvements – We’ve improved the appointments widget to make available date/time display more intuitive when there is only one group available for selection / the ‘No Preference’ option. Previously, it was not clear that the single radio button selection still needed to be clicked to view the available dates/times.
  • Spaces Stats Report Fixes:
    • The Time Available value in the Booking Summary for Stats > Spaces will now report correctly when viewing a single space in a category.
    • When ‘All Locations’ is selected in the ‘Location’ field, the ‘Time Available’ amount in the Bookings Summary section will return the correct time value.  Previously it would always return 0 minutes.
  • Improved Equipment Fines Logic – The Equipment fines logic accumulates late return fine amounts so patrons are automatically banned when the total amount of fines is equal to or greater than an amount you specify.

Upcoming LibCal Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibApps, LibGuides, & LibAuth

Cross-Region Guide Copying

We’re super excited to announce the ability to copy a guide into your system, regardless of what region you’re in. Did you hear about a guide in Canada that you’d like to copy into your system, but you live in Australia? No problem! In LibGuides, go to Content > Create Guide, and search by keyword or URL. The results you see there are now pulled from servers in all regions: Canada, US, Australia, and Europe. We’re a global, guide-copying community again! 🙂

(Note: We are also working on globalizing the LibGuides Community site [library and guide searches] and are aiming to have that out to you this summer. This release is only about the actual process of copying guides from any region using the Create Guide screen within your own system.)

LibGuides Fixes & Features

  • When you set a site-wide IP or LibAuth restriction, your site is automatically set to NOSHARE, meaning no one can copy your guides, and your content does not show in the LibGuides Community site.
  • The Statistics > Guides > ALL MY GUIDES filter now (rightly) shows just that: stats for all guides you created!
  • The Statistics > Assets > single asset > Export All button is back where it ought to be.
  • We fixed an error that was shown if you add a LibWizard item, but your LibWizard system contains no forms or surveys.
  • We fixed an issue where HTML added in the “Best Bets” language label did not display properly on Subject pages.
  • We fixed an issue related to LTI that caused nothing but a blank page to show if your guide contained hidden pages.
  • When you hide a top-level page, its visible sub-pages are no longer italicized (which implied that they were also hidden).
  • Accessibility: We restructured tab names so that they do not use obsolete navigation conventions.

LibAuth Fixes & Features

  • We fixed an issue where configurations weren’t saved properly if you entered a bad metadata URL.
  • We implemented a check for the CQ field for SIP2 connections, because the connection will fail if this field is not turned on in the ILS.

LibApps Fixes

  • We fixed an internal setting that affected prompt processing of newly-requested Let’s Encrypt certificates.

Upcoming LibGuides / LibAuth Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibAnswers

We have some great LibChat updates and several fixes to share with you this month!

LibChat

  • SMS / Twitter / Facebook Alerts in Chat: These new message alerts had been displayed in the Tickets tab since, well, they’re technically tickets. You all made a mighty fine point, however, that these are all near-instantaneous interactions, much like chats. Your users expect faster replies via these channels, and appreciate getting them. Now that these interactions have moved over to the Chats tab, you’ll appreciate the more streamlined workflow!
Previous LibChat Screenshare Launch Text

Before: Operator Launch link is easily missed

New LibChat Screenshare Launch Text with Button

After: Clear Operator Launch button

  • Screensharing Updates:
    • Launch Button More Prominent: We heard you! The Launch button for the operator to start a screensharing session wasn’t in-your-face enough to really notice, which caused some confusion. We’ve turned the link into a larger button and placed it more prominently in the message for operators.
    • Screensharing Alert: If you don’t have screensharing enabled yet…what are you waiting for? 😀 You can use it internally as well as with patrons, which doubles the usefulness of this awesome feature. Not sure if you have it yet? Check your system alerts when you log into LibChat – if you don’t yet have it, you’ll see an message stating it’s not enabled and to contact us if you want to enable it.
  • Sending Messages: Previously, if the other party was disconnected from the chat (accidentally or temporarily through a network blip), you could not send the message you had typed out. Now you can! If the patron has temporarily disconnected, you can still send your message and it will appear if/when the patron reappears in the chat.
  • Chat Fixes:
    • If you did not have a Nickname set in your account settings (click your email address at the top right of the screen to set one), no name appeared in the patron’s chat window…which could be a bit disconcerting. It now correctly displays your account name if you do not have a Nickname set.
    • New Chat Dashboard: Chats that were transferred to a specific user in a department will once again only be claimable by that specific user. No more can other users monitoring the same department claim it out from under you!
    • When looking at the help text for desktop notifications, the “More Help” link was…less than helpful, since it was a broken link! :facepalm: That link is now far more helpful, pointing you to our updated documentation.
    • Old Chat Dashboard: If an operator in one department transferred a chat to an operator in another department, the chat now correctly displays for that other department.

Other Fixes:

  • Ticket Email Notification Fix: If an internal note is sent to a user in the Address Book list and they reply via email, an email notification is properly sent to the ticket owner.
  • Ampersands in Ticket Replies: Ampersands in text and links in replies now properly display simply as & vs. &, which was breaking the links.
  • Ticket Reply Drafts: The word “Draft” is now firmly back in place in the reply header, making it clear to all that the reply in question is indeed a Draft Reply, and has therefore not yet been sent to the patron.
  • Prompting for Ref Analytics Upon Ticket Reply: The option to prompt account holders to fill out Reference Analytics datasets when a reply is sent (vs. the ticket being Closed, specifically) is once again working as it should.
  • FAQ Media Preview: When adding embedded media to an FAQ, the preview of said media will now properly display.
  • FAQ Entries > Create FAQ Button: If you only have one FAQ group in your system and use the Answers > FAQ Entries > Create FAQ button, it now correctly allows you to create a new FAQ.

Upcoming LibAnswers Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibInsight

We’ve made a bunch of improvements to the E-Resources (COUNTER 5) dataset:

  • If a vendor queues a report when you request one (instead of running it on demand), we’ll fetch the report after a reasonable period of time. We also resolved a couple of other issues related to fetching SUSHI reports.
  • View your most-frequently-used resources by variable (investigations, requests, searches) by doing an Analysis, then going to Journals, Databases, or Books > Top Use.
    screenshot of books top use report
  • We split the main Usage Graph into multiple graphs to make them easier to read. Instead of seeing all variables on a single graph, you’ll see graphs for Investigations, Requests, Searches, and Access Denied.
  • We added a checkbox to show or hide the cost-per-use data when doing an analysis so you can view this information on demand, or hide it for easier reading.
  • We added “Master” to the names of the reports that we fetch, since we fetch master reports and not standard views.
  • When you copy an invoice, any title and cost details added to the invoice will also be copied. This means that you can create one invoice and copy it from year to year, making adjustments as you go.
  • We’ve added code to normalize text pasted into the SUSHI Server URL field. Providers often give you a long and complicated URL as the server address, but all LibInsight needs is the first bits. 🙂 You paste, we’ll figure it out for you.

Custom Dataset Improvements

  • When you upload a file and that file contains an IP address field, that data is saved, rather than your own IP (as the submitter)
  • You now have the option to NOT record the submitter’s IP address when a record is submitted.
  • A new system field lets you track and view (or not) the method of submission: widget, record data screen, API, file upload.
    screenshot of new system fields

Additional fixes and features

  • We’ve added “r4” to distinguish the COUNTER r4 datasets (E-Journals and Databases; eBooks) from the COUNTER r5 dataset (E-Resources).
  • We fixed an issue that was allowing people to accidentally enter zeroes while using the Manual Entry screen for COUNTER r4 datasets.

Upcoming LibInsight Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibWizard v2

We’ve conjured up so many magical new features in this release and hope you’re as excited using them as we have been concocting them! If you’re on the fence about moving to LibWizard v2, check out the features below. There’s no denying that now is the time.

  • The Conditional To option in LibWizard items.Conditional Email Notification – No smoke and mirrors, the most requested feature ever is here! Choose to send an email notification to different addresses based on a user answer to a dropdown, radio button, or checkbox question. Go to Form/Survey/Quiz/Tutorial Options > Submission Behavior > Advanced Email Settings > Conditional To and select Dynamic To Based on User Input. Select the field you want to use and who to email for each answer choice.
  • Pre-Populate Form Fields:
    • Create a custom URL to pre-populate fields with default answers.
    • Map fields to Open URL parameters! You can create a URL to use in your library catalog, which fills in the item’s title, author, ISBN/ISSN, etc., field(s) in your form automatically!
  • Upload Limits on File Size / Extensions
    • Limit the maximum file size a user can upload.
    • Limit the file type(s) users can upload; enter them manually or choose from our presets!
  • Set a Domain Restriction on the Email Field – Want a user to only enter their university email address? Just list the domain(s) you want to allow in the Domain Restrictions field.
  • Rating Field Gets Stars and Sliders – The Rating field has gotten fancier! In addition to the usual radio buttons, you can now choose to display stars or sliders.
    LibWizard's new star rating feature.
  • LibWizard's new Preview, with options to ignore required fields, etc.Preview – We’ve given Previews an upgrade! No more filling out required fields with dummy text just because you need to see the 2nd page of the survey! Now you can choose to ignore required fields, show hidden fields, or jump directly to any page. Plus, a submission from the preview is recorded in its own area separate from ‘live’ submissions, so you don’t even have to delete your test submissions.
  • Text Editor Updates – The rich text editor is now smarter!
    • Text block field which using the Collapsible Box option.Textbox, Welcome, and Thank You Screens – Collapsible Box: Need to add a long definition or instructions, but don’t want it to take up the whole screen? Add it as a Collapsible box! Click the icon to add it, give it a name, then click to expand and add the “hidden” text.
    • All Field Types: Choose font size / color and add images.
  • Submission Review Page – Opt to display a review page to user before they submit their response. This is especially helpful for long/complex forms & surveys! Head to Options > Submission Behavior and check “Display a Review Page” to enable this option.
  • Automatically Number Questions – No more manually adding a number to question text (and having to change it when you add or reorder questions)! Head to Options > Look & Feel and check the Display Field Numbers box (then Save!) to automatically number any field requiring user input (i.e., not the text block, line separator, etc. fields).
  • Custom JavaScript at the Form/Survey/Quiz/Tutorial Level – If you are fluent in JavaScript and want to add a custom script to a Form, Survey, Quiz, or Tutorial, you can! Head to Options > Advanced > Custom JavaScript and add your script (without opening & closing script tags). If you are not familiar with JavaScript, we do not recommend using this option.

Upcoming LibWizard Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibStaffer

Message Wall
The Dashboard/Home page now has a Message Wall – a convenient way for admins to post important messages and announcements! Head to Admin > System Settings > Message Wall Settings to enable this new feature.

Color Code Accounts
You can now associate a color with each LibStaffer account. Once set, the selected color displays before the staff members name on the Schedule view. Head to Admin > Accounts > edit account > Manage Account screen to get colorful!

Reports

  • Swaps & Given Up Summary Report – This new report summarizes by account how many shifts have been given up and swapped over the time range selected. It also provides critical information on how long before a shift was set to start that it was given up / swapped, and categorize total given up / swapped shifts by time of day. This report will only start collecting and reporting on data from its initial release going forward. Head to Reports to check out the new Swaps & Given Up Summary Report.
  • Available Hours – This report gives you a convenient display of Available Hours associated with each account. No more having to go to individual accounts! Click Reports and run the new Available Hours report.

Other Features

  • Monthly Shift Recurrence Options – Now you can create shifts with a monthly recurrence pattern.
  • Workflows – Custom Email Intro – For workflows set to send submission contents to the submitter, you can now add custom intro text for the email.  Go to Admin > Workflow Forms > Edit Workflow Form to add it.
  • Schedule Notes – Have an important announcement for a specific date? Add a Schedule note! Apply it to one, multiple, or all schedules. You’ll find this feature under Admin > Notes.
  • Outlook ‘Free’ Status – If an Outlook event has a status of ‘Free’, that time is also considered free/available in LibStaffer.
  • Admin Alert When Staff Cancels Time Off – Admins can get optional notifications when staff members cancel approved time off. Head to Admin > Accounts > Edit Account > Email & SMS Alerts to enable this notification.
  • Given Up Shift Emails
    • Select which Admin accounts you want to receive these notifications (vs. all admins).
    • Opt to send these emails right away vs. on a digest/hourly schedule.
  • Custom Colors for Shifts – Have you been longing to make one of your shifts the perfect shade of teal? Now you can! Break out of the standard shift colors and use the custom option on the right-hand side to pick your perfect palette.
  • Reuse Shift Names – When creating a new shift, you can easily reuse existing shift names! Start typing the name, then select it from the list of suggested matches.

Upcoming LibStaffer Training Sessions:

Also check out our recorded sessions!

[Back to Top]

LibCRM

Email Notifications and a Dashboard makeover lead the way for this LibCRM update!

  • Notifications: Regular users and Admins ca receive Email Notifications when they are assigned new Profiles, Tasks, or Projects. Turn notifications on or off right from your Dashboard.
  • Dashboard: The LibCRM Dashboard now shows some general system statistics & Springy news:
    • The At A Glance view displays the total number of People, Organizations, Interactions, Projects, and Tasks you have in your LibCRM system.
    • We also added the News & Announcement Boxes to keep you up to date on what’s happening at Springshare and with LibCRM.
  • Reports:  We are continuously improving LibCRM reports.
    • In this release, report output was improved by showing all custom fields in the Display and XL export.
    • Also, when filtering by Profile Type, you can choose what kind of search is done: match any or match all selected profile types.
  • Interactions:
    • Easily record repeating interactions, whether it’s Daily, Weekly, Monthly, or a group of dates you manually select.
    • Associate Interactions with Tasks, using the “Interaction for > Select Tasks” option at the bottom of the page.
    • We also improved auto assignment when a new interaction is created.
  • Data Import:
    • Data Import validates on Email only. The import tool displays any records that already exist in your system by matching on Email.
    • Fixes include:
      • Owner information is correctly imported
      • Select fields show the selection when editing the profile post-import.
  • Other:
    • When adding a new Relationship or Membership, add the Relationship/Membership Type before the Relationship/Membership With, to provide a more logical flow. (Name: Springy Share; Relationship Type: Director; Relationship With: Springy Public Library)
    • Admin > Manage Integrations has more detail about how LibCal and LibAnswers integrations work / how often they’re run.
    • Looking for your System Email? It’s now conveniently located on the Admin > Manage System Email page!
    • We continually review the system for Accessibility and make changes where needed. This release includes accessibility updates for several pages.

Coming Soon!

  • Mass Email: LibCRM will have Email Campaign Management! This allows users to create an email with multiple recipients right within their LibCRM system. Once created, you add recipients from People or Organization profiles, then save the email as a draft or send. An Email Interaction will automatically be created under each recipient profile.
  • [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 2019. We are always here for you if have any suggestions or questions.

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

    Important updates!

    Wow, it’s March already! For many of us, March brings warmer weather, longer days, and a general uplifting of spirit after a long winter. Well, Springshare is here to lift your spirits even higher with a ton of awesome updates for your Springy apps. Plus we’re sharing exciting LibWizard news!

    These releases are on their way to you this week, and will be live in all regions by the end of the day on Friday, March 15.

    LibCal

    Online Payments Support Update
    We’ve had some great feedback from customers who are using the online payments feature in LibCal – thank you! In this release, we added more payment processors and extended payment support to equipment bookings, too! There are also new billing rate types to allow for more flexibility in how you want to set up your charges for bookings. If you’re interested in activating online payments in your LibCal system, let us know!

    Don’t miss the upcoming Training Tidbit session (Wednesday, April 3rd) that will take you through many of these great new features!

    • Parent/child relationship for groups of spaces. For example, set a large meeting room as a parent of two smaller meeting rooms. If the parent space is busy, none of the child space will be available for booking, and if any of the child spaces are busy, the parent space will be unavailable to book at that time.  To set up the parent/child space relationships, head to Admin > Equipment & Spaces > Click on the Spaces link for a Location > Edit an individual space > General tab.
    • Individual Space Landing Page & Link: We’ve added a standalone, perma-linked landing page for individual spaces.  It has the availability grid for that space, directions, more information about the space, etc.
    • Friendly URLs for Events: Navigate to Calendars > Choose a Calendar > Add/Edit an Event to use this new option.
    • Move or Copy Events from one calendar to another!  Go to Calendars > Choose a Calendar > Click on an Event > Modify Single Event > Move (or Copy)
    • Find Event to Copy modal

      Create New Event > Find Event to Copy

      Copy Event Info From An Existing Event When Creating a New Event. Go to Calendars > Choose a Calendar > Create a New Event, then click on the ‘Find an event to copy’ link at the top of the Add Event screen.

    • Exchange/Outlook Title Setting Options: the Exchange/Outlook Event Title selections now have three options: ‘Use Patron Name’, ‘Use Public Nickname,’ and ‘Use Patron Name + Email.’  To see these, head to Admin > Equipment & Spaces > Edit Location > Exchange/Outlook tab.
    • Anticipated Attendance: A new informational field for events to help make decisions on which space should be booked.  Go to Calendars > Choose a Calendar > Add/Edit an Event to see this new field.
    • New Patron Activity Statistics Page: There’s a new stats report for user (patron) activity. The report shows a monthly table with the number of appointments, events, spaces, and equipment reservations were made by patrons. Head to Stats > Patron Activity to check it out.
    • Separate Language Tokens for each confirmation button when booking an appointment and LibAuth is in use: we’ve added the ability to customize both confirmation buttons that appear when users book an appointment with LibAuth authentication.  This will help make the process clearer. Previously, each button was labeled “Confirm Appointment.”
    • The option to delete individual availability time slots via click is back! Head to Appointments > Availability and then click on any available time slot on the grid to access the delete modal.

    Fixes include:

    • Location field in iCal files: We’ve corrected an issue where this field was not populating correctly.
    • Public Appointment Widget conflict with availability and Outlook busy times: We’ve corrected an issue on the public appointment widget: now slots marked ‘Busy in Outlook’ are appropriately made unavailable in widgets.

    Get additional tips and strategies from our awesome training team – join us for upcoming sessions:

    LibApps, LibGuides, & LibAuth

    • LibAuth setup wizard: If you’re brand-new to LibAuth and are a member of the InCommon or UKFederation, setup is a breeze: just search for your institution name, and we’ll set up the rest!
    • Accessibility fixes: We eliminated duplicate IDs on the Guides by Subject page, when guides were assigned to multiple subjects. We also removed “Navigate to” from the beginning of the ARIA labels for page names. Use your screen reader to navigate to another page in a guide by typing the first letter of the page name (YMMV!).
    • Guide statistics: We redid the back-end and improved the speed and waiting time of some long reports.
    • LibApps admins can now enable/disable others’ LibGuides profile pages.

    Join us for our upcoming LibGuides training, including:

    LibInsight: COUNTER r5 is here!

    We’re super excited to announce that starting March 2019 you will be able to fetch COUNTER r5 usage reports from compliant vendors. SUSHI fetching capability is a requirement for compliance with this new release of COUNTER, and that has been our focus with this release.

    You can schedule a single report fetch, or you can set it and forget it! Choose either the Platform, Title, or Database Master Reports and schedule a monthly, quarterly, semi-annual, or annual fetch of these reports. Choose up to three users who will be notified once each report is fetched and processed.

    Why Master Reports? We’re gathering all the data for you so that you can narrow it down as you wish during analysis. Fetch it once, analyze to your heart’s content.

    screenshot

    With this initial beta code release, you’ll be able to fetch and analyze reports, use them in Cross-Dataset Analysis, and in Dashboards. Why “Beta”? Release 5 of the Counter Code of Practice is substantially different to earlier releases. You’ll still be able to see which of your platforms, databases, and titles performed the best and were searched the most—including cost-per-use analysis—but we are still polishing the interface and want to learn from you how best to make those tweaks. So check out COUNTER’s Friendly Guide for Librarians, then take a COUNTER r5 dataset for a spin and let us know what you think! We have an upcoming April training session to help get you started.

    Join us for our April LibInsight training sessions:

    LibAnswers

    We have some small but mighty features and fixes to share with you for LibAnswers this release:

    Link to the ticket from the RefAnalytics Transaction Explorer.

    Showing Ref Analytics transaction link in the Knowledgebase Explorer.

    Link to transaction in the Knowledge Base Explorer.

    • Tickets & Reference Analytics: In the Knowledge Base Explorer, tickets now show links to the related RefAnalytics record, if one had been submitted. In the RefAnalytics Transactions Explorer, the related Ticket is linked in the first column, if it’s related to a ticket. Now it’s easy to get those additional ticket details, if/when you need or want them!
    • Internal setting – fewer distractions! In the new LibChat Dashboard, the “Internal” setting now prevents ticket alerts from popping up.
    • No more missing LibChat charts: We fixed an issue that sometimes resulted in no charts displaying in LibChat stats.
    • No more interference: We fixed an issue where LibChat widgets that aren’t in use were interfering with other page functions.

    Join us for upcoming LibAnswers training sessions:

    LibStaffer

    There are so many great new new features for LibStaffer in this release! Check them out:

    Showing drag & drop feature to fill schedule shifts.

    • API: We’ve developed API support using OAuth 2.0 for LibStaffer!  Head to Admin > API to check out the available endpoints.
    • Drag & Drop for Shift Scheduling & Time Off: Click on an existing shift and drag it into a different “time interval” to modify the start and end times of the shift, assign staff members to existing shifts, and even create new shifts by dragging a staff member’s name from a new panel listing each member assigned to that schedule. Go to Schedules, then click on ‘Show Drag/Drop Shift Option.’  The Time Off schedule view also has this drag & drop functionality.
    • Free/busy status check for Outlook calendar sync during shift assignments: A new setting in the Outlook/Exchange setup will checks users’ free/busy times in Outlook for shift assignments.  Go to Admin > Accounts > Edit Account > Calendar Sync > Outlook/Exchange Settings to enable this feature.
    • Assign staff members to future instances of shift recurrences in one fell swoop instead of having to assign each instance of the recurrence. Click on Schedules and then edit or create a new shift assignment, then click the new down arrow on the ‘Save Assignments’ button and select ‘Save Recurring Assignments.’
    • Time Off Recurrence Options: Set recurring time off Weekly (with new options for every week through every 8 weeks) or Monthly! Head to Time Off > Add Time Off > Recurring Time to check out all of the new options.
    • Staff Member Pay Rates: For each user account, there are new fields for Regular & Overtime Hourly Pay Rate as well as a Daily & Weekly Overtime Threshold. These rates are used in the Time Clock reports to show how much an account holder earned during any given shift. Head to Admin > Accounts > Edit Account > Pay Rate to set the pay rate values for each account. Customize your currency display at Admin > System Settings > Currency Display.
    • Time Off Approvals now contain Supervisor name and Requested Time. We’ve also added a History button, which will show the associated time off detail for a user’s past 12 months.  Go to Time Off > Time Off Approvals to see the new report format and options.
    • Staff Current Status Report Enhancements: We’ve made it easier to get to this report from any screen! In addition to clicking the “View Current Status of All Staff” button on the Home page, you can simply click Staff in the orange command bar. Go there using either option to see an enhanced format of this report, including additional filter options for Status.
    • New Location, Department, and Position Fields: Head to Admin > Org Hierarchy to set up these new Admin-defined fields for use in all LibStaffer user accounts! Add locations, departments, and positions (including an option to mark positions as a Supervisor role) to your system, then go to Admin > Accounts to assign each account their appropriate location / department / position.
      • This release lays the groundwork for this feature. The Supervisor option has related functionality now (see next bullet point), and as always, we’d love to hear your ideas for how to best use this new LibStaffer feature!
    • Time Off Requests Routing: There are a couple of new fields on the “Manage Account” screen that relate to routing of time off requests! First, there’s the “Direct Supervisor” field: set your own or Admins can set any account holder’s Direct Supervisor by going to Admin > Accounts and editing any account. Once that’s set, you’ll see the new “Time Off Requests” field: choose to send time off request emails only to your Direct Supervisor or your Direct Supervisor and all admins.
    • Recurring Shift Notes on the Scheduled Shifts Report: We’ve corrected an issue where recurring shift notes were not appearing on the Scheduled Shifts Report.

    Join us for upcoming LibStaffer training sessions:

    LibWizard

    We’ve been working hard behind the scenes to improve the reliability of LibWizard, and also fixed a few bugs along the way:

    • We fixed an issue where some LibWizard forms/surveys might not show up in the list when using “Add LibWizard items” in LibGuides.
    • We added a proper 404 page, so when your patron clicks on broken links or deleted forms, they’ll know what’s wrong.

    That’s it, you ask? Not at all! We’ve been busy with this other little side project called…LibWizard v2. 🙂 That’s right, LibWizard has been re-written from the ground up!

    LibWizard v2 addresses a lot of issues and pain points with v1, and will bring significant improvements to the Assessments/Tutorials module. We‘re so excited about it and can’t wait to share it with you! Stay tuned, LibWizard v2 is coming April 2019.

    Whew! 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 in 2019–this awesome year has just begun. We are always here for you if have any suggestions or questions.

    Top 10 Springshare Blog Posts of 2018

    2019 is upon us and everyone loves a recap post.

    We wrote 58 blog posts in 2018 (phew, our fingers are tired!) showcasing awesome new functionality in Springy Tools, guest presentations, SpringyCamp conferences, and so much more.

    So join us as we look back and highlight our top ten blog posts of last year.

    hacker1. Security & Protection of your Springy Sites

    January 25, 2018

    If cloud-computing had a theme in 2018, it would’ve been HTTPS. In this blog post, we announced new functionality to route all patron traffic in Springy tools (LibGuides, LibCal, LibAnswers, etc.) through HTTPS. Plus, we added integration with Let’s Encrypt to provide completely free HTTPS security certificates for all your Springy v2 tools. Talk about starting 2018 off with a bang!

    2. LibCal/LibStaffer Integration

    March 14, 2018

    Don’t you just love it when your tools seamlessly work together? We do, too. That’s why we added two-way integration between LibCal (your calendaring tool) and LibStaffer (your staffing/scheduling tool).

    In LibCal, if you have a confirmed Scheduler Appointment – you can’t be booked for a LibStaffer shift and vice versa. 2018 – the year you stopped accidentally double-booking yourself. Huzzah!

    3. GDPR Compliance & Our New Mailing List

    April 25, 2018

    In preparation for the GDPR’s enforcement on May 25, 2018, we released tons of features to help ensure your compliance. And, if you think, “Hey, our institution doesn’t reside in the EU, so this doesn’t apply to us.” Think again. If you service even a single EU citizen, no matter where in the world that EU citizen resides, the GDPR applies to you. And, while we were on the subject of privacy, we revamped our email list. So, if you want receive our Springshare newsletter, new product releases, training webinars, and SpringyCamp announcements – you need to explicitly opt-in here.

    4. LibTote and LibTote Platinum

    April 1, 2018

    I mean, who doesn’t love a good April Fool’s joke?! This blog post was dedicated to our fake product launch – LibTote and LibTote Platinum. Smart Tote technology you can take with you, to help you take other things. Why? Well, because there are two kinds of Librarians in the world… and they both love Tote bags. If you need a chuckle, take a minute (or two!) and revisit this blog post and dream of a world where your Tote bag has Blue’tote functionality, smart expansion, and robust usage stats.
    Sigh – if only we lived in such a world. 

    5. New LibChat Operator Interface

    June 28, 2018

    LibAnswers with LibChat saw a ton of updates last year. But we kicked it off with a blog post announcing an entirely new LibChat operator console designed to help you manage loads of patron chats more efficiently and chat internally with colleagues as easily as possible. But, this was just the tip of the new features iceberg. We, later, announced more chat improvements, ideas for discovery layer integration, and our screensharing & webinar functionality (coming January 2019).

    6. SpringyCamp Summer Series

    July 31, 2018

    In case you missed it, SpringyCamp is our virtual user conference (completely free!) where Springy users share how they’re using their Springshare tools at their institutions to attendees who watch from around the world. Literally, we have people who get up at 3am their time to join! Our 2018 Summer Series featured three virtual conferences, June, July, and August, with some amazing presenters and showstopping presentations. If you didn’t get a chance to watch the first time around, no worries – watch a recording any time.

    7. SUSHI Fetching in LibInsight

    July 3, 2018

    LibInsight is your data storage and analysis powerhouse – and it got even more powerhouse’y last July. We rolled out automated fetching for your SUSHI compliant E-Journals, Databases, and eBooks datasets. Simply connect LibInsight to your database vendors and your e-resource usage data will automatically port into LibInsight for easy analysis.

    8. Essential LibGuides You Need

    September 17, 2018

    We’ve seen our fair share of excellent LibGuides. This blog post details the guides you should have and ones you didn’t even know you needed! If you’re looking for LibGuides inspiration from other libraries, don’t miss this list highlighting just some of our favorite essential LibGuides. And, if you’re looking to build some LibGuides on current events, don’t miss this blog post either!

    9. LibStaffer Workflow Forms

    October 11, 2018

    We released a really big feature for LibStaffer at the end of last year that helps you streamline the way your library processes various staffing-related forms. LibStaffer Workflow Forms enables you to create customized online forms that facilitate the entire life cycle – after the form is submitted. This includes automated email notifications, full audit trails, and the ability to view the entire workflow/history for each form submission. Looking for ways to use LibStaffer Workflow Forms? Check out this blog post highlighting 5 Ways to Use Workflow Forms.

    10. New Australia / Asia-Pacific Datacenter

    December 10, 2018

    When you start a year with a bang it has to end with one too, by announcing announcing a dedicated data center for our Australia, New Zealand, and Asia-Pacific customers. In early 2019, we’ll automatically move all customers located in the Asia-Pacific region to this dedicated server cluster. This new data center is our 3rd cluster, with dedicated geographical servers, alongside our Canadian and European clusters. These dedicated data centers help ensure that your institution is in compliance with local laws regarding transmission of patron data in/out of the United States.

     

    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 conflicted, resulting in incorrect search results. Now, when you search filtered results, you’ll correctly see databases that match your search term AND your filters.

    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.

    5 Ways to Use LibStaffer Workflow Forms

    If you’ve seen LibStaffer’s newest addition, Workflow Forms, and you’re already wondering about the ways you can use it – then look no further than this blog post.

    And if you’ve never heard of LibStaffer, Springshare’s staff and service-point scheduling tool, then you’re in luck! We’re doing webinars all November long and the first one starts tomorrow, Wed Nov 14 @12pm US ET. Sign-up to attend the 30min session and learn all about LibStaffer, Workflow Forms, and exciting upcoming updates like SMS notifications and GPS Limiters for Clocking In/Out.

    Whether you’re an Academic, Public, K12, or Special Library – we have 5 examples of ways you can use LibStaffer Workflow Forms in your library – read on below!

    All webinars are 30 minutes long, join us!

    1. Librarian/Para-Professional Job Application

    One of the many reasons Workflow Forms came to be was a need to have one place to route all incoming job/position applications. And it made sense to make that ‘one-place’ be inside the very staffing/scheduling tool you use.

    Use LibStaffer Workflow Forms to create a Job Application Form for librarian or para-professional positions.

    >> Example Job Application Form <<

    Create custom stages to route each application through your process. Bonus, each ‘stage’ has customizable email alerts so only staff on the interviewing committee will receive an email alert when an application is moved to ‘Selected Interview’.

    • New Application
    • Selected Interview
    • Not Qualified
    • Finalist
    • Closed (Accepted)
    • Closed (Denied)

    2. Human Library / Live ‘Book’ Volunteer

    Is your library thinking of starting a Human Library program? If yes, consider creating a LibStaffer Workflow Form to route all ‘live book’ applications into one space.

    >> Example Human Library Form <<

    Human Library volunteers can use the form to:

    • Describe what their book ‘title’ would be.
    • Explain why they want to volunteer to be a part of your library’s Human Library project.
    • Allow the library to take pictures, and to share them, during your Human Library events.

     

    3. Student Employment Form

    Many of us here at Springy HQ were former Academic Librarians – and a few of us were in charge of workstudy students. So, we completely know the pain you go through finding reliable student workers, scheduling them, and then dealing with the 10,000 schedule changes they need to make – from dropped/picked-up classes, sports commitments, and the horrors of finals week. In fact, LibStaffer was originally built with these ‘pains’ in mind! So, Academic Librarians in charge of student employees – there are tons of features inside of LibStaffer designed to make your scheduling woes a distant memory! But, we digress!

    >> Example Student Employment Form <<

    Do you hire non-workstudy students? If yes, indicate so in your form.

    Ask questions regarding their availability. And consider asking about any special skills they might have.

    Perhaps you’ll get an application from someone who is a native Spanish Speaker. Serán muy útiles if you need feedback on which Spanish-language books to add to your collection!

     

    4. Read to the Dogs Volunteer Form

    Therapy dogs have shown their assistance in helping patrons of all ages. From college students who need help reducing stress during finals week to shy children, teens (and even college students) looking to build confidence by reading to a therapy dog or practicing a presentation to build public-speaking skills.

    Create a ‘Read to Dogs’ Volunteer Form to get some four-legged slobbery volunteers to come into your library and work with patrons.

    >> Example Read to Dogs Volunteer Form <<

    Are you looking for only certified therapy dogs? Be sure to ask that in your form.

    Do you want to see a picture of the doggy in question before accepting them? Add a ‘file upload’ field to your form so applicants can upload a picture of their furry friend.

    5. Sabbatical Request Form

    Sabbatical requests often go through a complicated process where many different staff are involved at differing stages.

    Create your sabbatical request as a Workflow Form – this way each and every submission goes through your process with strict oversight and auditing-capabilities.

    >> Example Sabbatical Request Form <<

    Is the request a brand-new request or an extension? Create that question as ‘Notify Checkboxes’ field type. This way, ‘New’ requests are routed to the approval committee and ‘extensions’ are routed to the review committee.

    With sabbatical requests, don’t be afraid to go nuts with the Workflow Stages. This way, you’ll be able to filter form submissions by a specific stage so you’ll always know the next step in the process.

     

    Notify Checkboxes Field Type

     

    Already using LibStaffer? Learn more about using Workflow Forms!

    If you’re already using LibStaffer, then you might want to learn more about Workflow Forms.

    LibStaffer Update Coming Soon!

    A really big – and important – LibStaffer update is on its way to production servers on Monday, October 15th, 2018 (US Eastern Time), and will be live in all regions by the end of the day. Why is this release so big and important? Two words: Workflow Forms.

    Workflow Forms

    This new functionality in LibStaffer has the potential to greatly streamline the way your library processes various staffing-related forms. Everyone agrees collecting info via forms is useful – there are tons of use-cases for forms when it comes to staffing: Forms for Job (or Volunteer) application, Equipment requests, Professional Development requests, Travel requests, Consent forms, Onboarding forms, Staff suggestions forms, Vacation/Time off request forms… we could go on and on, but you get the idea. It’s easy to whip up a basic form using any number of online tools. But what happens after the form is filled out? That part is still largely manual and prone to errors, delays, confusion, inaction, etc. That’s where our new Workflow Forms functionality comes in.

    Workflow Forms enable LibStaffer admins to create a customized online form for staff use, and then goes further to facilitate the entire lifecycle of the form after the initial submission. The form sends automatic email notifications to various staff members based on selected values within form fields. You can create “stages” for each Workflow Form so different staff are notified whenever a form reaches a given stage. You decide who can review submissions, and then those staff members can leave notes and communicate internally regarding the content of form submissions… At the end of this you have a full history and audit trail of each form submission and the workflow/history around it – who assigned which stage to a given form, who left notes about it, etc. For compliance and record keeping reasons itself this Workflow Forms functionality is worth its weight in gold.

    Let’s take one obvious use-case scenario – an online application for a student workers or volunteers. Create your customized form with any number of fields/options, and even include a file upload field so applicants can submit their resume as part of the form submission. Tres cool! One of the fields could be a list of checkboxes indicating which position the person is interested in, and each checkbox could alert a different staff member of the submission – circulation desk applications go to jane@, the archives application interest can go to john@, info desk applications go to michelle@ etc.  You would then assign “Stages” that each submission goes through e.g. “New Application / In Review / Qualifications Match / Interview Conducted / Accepted / Denied” and each Stage has its own notifications setup, too. As reviewers put applications through its paces they can leave notes on each “touch” and communicate/exchange info and thoughts about the application. The full notes history and Stages changelog is there for for all authorized users see, for audit compliance and transparency.

    Then, upon successfully hiring new student workers or volunteers, you can create another Workflow Form to be used for onboarding them! There are so many potential use-cases to put Workflow Forms to good use at your library. We’re incredibly excited about this functionality and we know you will be as well, once you start playing with it. You’ll arrive at many a-ha moments after you realize how many of your current form-based workflows can be moved online and improved upon with the LibStaffer’s new Workflows Forms.

    Additional Updates

    In addition to the all new Workflows functionality, we have even more features to share with you in this release.

    • Clock In/Out Dashboard – We’ve added a high level overview to show all staff members the current clock in/out status for every user in your system, so everyone is on the same page about their colleague’s current status. To view the new Dashboard, select View Staff Current Status from the LibStaffer dashboard.
    • Updated Regular-level Schedule View – We’ve updated the schedule view that regular level users see when they log in, so the selector menus for viewing other dates, schedules, etc. will now look the same for both admin and regular level users.
    • Scheduled Shifts Report Update – We’ve made a small tweak to the Scheduled shifts report and will now display the total number of hours a user has been assigned to within the time period you specify. To see this in action, admins can head to Reports > Scheduled Shifts.
    • Time Clock Report Updates – We’ve added an “All Staff” view to time clock reports, so you can view a report for all staff members who are part of a particular schedule. We’ve also updated the way that time displays in these reports – rather than just displaying information in minutes, we’re now displaying in hours and minutes, so it’s easier to understand how much time you’re looking at.
    • Elevated Regular Level Users can now edit and delete approved time off for users on schedules they manage. To see this in action, these users can now head to the Time Off page and will be able to see, edit, and update requests that have been approved.
    • Updated Working Hours – We’ve updated the way Working Hours are entered, so it’s now possible to fully clear out hours that you’ve previously entered. To manage your working hours, head to Manage Account > Working Hours.
    • And we have a couple of Bug Fixes to share:
      • Auto Scheduler will no longer schedule staff members who previously belonged to a schedule, were favorited for particular shifts, but have since been deleted from the schedule.
      • We’ve fixed an issue where, in specific circumstances, the Auto Scheduler would sometimes assign the same person to the same shift twice

    Upcoming Training

    To learn about the all new Workflow Forms, or get a refresher on using LibStaffer, sign up for our upcoming training sessions!

    Tuesday, November 6, 2018 2:00-3:00pm (ET) LibStaffer: Setting up Your System with Workflow Forms

    Wednesday, November 28, 2018 2:00-2:45pm (ET): LibStaffer for Employees

    Tips For A Successful Year of Managing Student Employees with LibStaffer

    Very soon, the library will be abuzz. You will be standing before the bright, eager faces of your student employees. They will be looking to you and your colleagues to guide them through a year of what, everyone hopes, will be a productive, fun, learning experience as they assist you in the library. Some of them will be new. While others will be returning from last year. All of them will need your organizational skills to get the hive running smoothly.

    We’ve come up with some excellent tips to help you use LibStaffer to tackle this influx of additional staff. Unless this is your first time having student assistants, you probably already have rules for managing student workers. What we’re offering is a short list of things to know about how LibStaffer is designed to make scheduling the staff as painless as possible as you get ready for the new school year.

    #1 Sync Back and Relax

    Perhaps you already knew that you can sync your LibStaffer with your Outlook/Exchange calendar. However, many students on campuses use Google Calendar — so why not sync LibStaffer up with it.  The Google Calendar sync will pull their LibStaffer schedule into their GCalendar so they can see their upcoming shifts without needing to log in to LibStaffer. Plus they can opt to sync busy times. Basically, a student will be marked as unavailable if s/he has time blocked off in the Google Calendar that overlaps with any given shifts. This way, they can add their class schedule, study times, family visits, club/sport meetings, and more to their GCalendar and have it push to LibStaffer so they won’t be booked for a shift when they’re unavailable. It’s always a good idea to connect to what the students are using every day as it yields a more complete picture of availability.

    #2 Account for Changes

    Student assistants are a great help but they do pose a specific set of challenges. Namely, their schedules can be very unpredictable. LibStaffer understands that a tool designed to organize people needs to be flexible or it just won’t work. Period. Fortunately, the system has options built-in that you can elect to enable or not based on your preferences. Consider allowing student workers to swap shifts, give up and pick up shifts and even split shifts. They’re all possibilities in LibStaffer. Changes to a schedule used to be one of the reasons staffing student workers was a maddening job. But once you not only account for changes but actually plan for them and put options in place that make it an organized piece of the puzzle, you’ll find it won’t require any ibuprofen after all.

    #3 Streamline Your Communications

    Communicating with your student workers is important. LibStaffer helps streamline the task by making it possible to email everyone assigned to a specific schedule. So, if you have a Reference Desk Schedule, you can send a note out to the whole team right from inside the system. Ask them to remember to put in their time off requests for the month or share a newly altered schedule with the team. You can do it from LibStaffer and you don’t have to email students who, for instance, don’t work the Reference Desk.

    #4 Spell It Out

    It’s really helpful for student assistants to know what is expected of them during a given shift. You may have tasks that you want to be performed that are particular to the opening or closing shifts. You may have projects that you want to be completed in the slow afternoons. Getting the most out of your student workers is possible when you keep everyone focused and informed.

    #5 Make Things Easier On Yourself

    You can always fill unfilled shifts, manually. There are all sorts of features in place to help you do that efficiently. However, don’t be afraid to take the even easier road by using the Auto Scheduler to assign student workers to shifts! You can select a date range. Perhaps you want to get the next 3 weeks scheduled because you are going to a conference and want it done before you go. You can set limits for the number of shifts per day that a staff member can work. You can ask the system to place all the favorited students first and, if you want, you can decide not to allow anyone to be scheduled in back-to-back shifts if that’s important to you. If you don’t know which shifts are preferred by student workers, you can allow them to favorite themselves. Then, click the submit button. The Auto Scheduler is going to do all the work for you taking into account all the information in the system. It won’t schedule a person who has the day off, has exceeded their maximum hours, or is scheduled at another desk already at that time. Voila!

    #6 Reinvent Clocking In and Clocking Out

    Springshare knows it’s essential for you to have a way for your student employees to be able to clock in and out for the day. We recommend that you set up a particular station designated for this. To help the Managers out, LibStaffer has a great little window where you can see — at a glance — who is currently clocked in. Imagine being able to have a quick look at any time of the day and being able to see that information. Plus, we all know that people slip up on occasion and forget to clock in or out. We’ve got you covered for those scenarios, too! You have an Admin button in that window that allows you to clock a student in or out on their behalf! LibStaffer is designed to make it so that you can manage your service point staffing with ease. And — with any luck — a productive, fun, learning experience can be had by all!

    Learn More About LibStaffer

    LibStaffer is chock-a-block full of features and has new exciting updates you should check out. To learn more about it, contact sales@springshare.com or drop into one of the special LibStaffer webinars we have scheduled soon. You’ll learn how LibStaffer makes organizing service point scheduling a breeze. Remember, if you can’t make it to the webinars, you can still go ahead and register and then click watch video to have a recording sent to you.

    LibStaffer 2.9 Release Coming This Week

    The LibStaffer 2.9 release is headed your way this week, and will be released to all regions by the end of the day on Thursday August 9th. We’re bringing you a refreshed UI with easier to navigate pages, plus improved Auto Scheduler functionality and a whole lot more! Read on for all the deets.

    Page Navigation Updates

    We’ve updated many of the screens throughout LibStaffer to improve your site navigation experience and give the system a more polished look and feel. In this update we’ve concentrated on the Edit Schedule pages – we’ve improved the layout of all settings so they’re more intuitive, and added a quick switching element to the top of the page so it’s easier to jump between schedules. We’ve also polished functionality and improved help text on all modals on this page, including Clear/Delete Shifts, Auto Scheduler, Email Scheduled Shifts, and Edit Schedule, to help clarify all of the available functionality and make navigation smooth sailing!

    Auto Scheduler Improvements

    We’ve heard several comments from folks that the Auto Scheduler was in need of improvement – it could be slow to run, and in certain scenarios, shifts weren’t being distributed among all available staff members as equitably as they could be. In this release, we’ve completed a major update of the Auto Scheduler functionality – now, it will both run faster and distribute shifts among available staff members in the most equitable way possible, even across large date ranges. To see it in action, admins can head to Edit Schedule > Auto Scheduler.

    Additional Improvements

    • Time Off Request Emails have been updated to be more informative – they now include all details about the time being requested, so you have more information on the time off being requested right in your inbox.
    • Pending Swaps and Given Up Shift Reports have been combined into a single report, so it’s easier to see all shifts that may need coverage, all from one screen.
    • And we’ve added several Accessibility Improvements, including:
      • It’s now possible to navigate to every shift in a schedule using just the keyboard and/or screenreader software, no mouse required.
      • We’ve added a separate “Add Shift” button, so you can create new shifts without requiring a keyboard. To add a shift, head to Edit Schedule > Cog Icon > Create Shift.

    LibStaffer 2.8 Release – Clock In/Out and More

    The LibStaffer 2.8 release is on its way, and will be released to all regions by the end of the day Thursday, June 28, 2018. There’s a lot of great stuff in this release: a super exciting new clock in / out functionality, color coding for schedules in multi schedule view and new email management settings to help you control which automated emails you receive. Let’s get to it!

    Clock In/Out

    Holy macaroni, we’re doing it! Now the staff has the ability to clock in/out for their scheduled shifts. Highlight reel includes:

    • Clock In/Out Enabled per Schedule – Each schedule in the system will have its own time clock settings. To enable it, admins can head to Admin > Individual Schedule Settings > Time Clock.
    • Clock In/Out Only when Scheduled – Folks can only clock in within an hour of when they’re scheduled to work.
    • Clock In/Out Limited by IP Address – Limit staff to clocking in/out only on workstations within a specific IP range. To add an approved IP range for clocking in, admins can head to Admin > Individual Schedule Settings > Time Clock.
    • (Future Feature) Clock In/Out on Mobile, limited by Geolocation – Later this summer we’ll introduce the ability to limit clocking in and out for shifts only if they’re within X feet of their work location using mobile phone.
    • Schedule Location – Related to the above feature, we’re introducing a new “Location” object for schedules. This new setting gives you the ability to input the address where work should occur, and automatically determines the longitude and latitude coordinates related to that address. If you need to refine the location where work happens further (to get closer to ex the location of your Front Desk within the building), these coordinates can also be customized to target exactly the location you want to specify. To add a location for your schedules, head to Admin > Schedule Settings > Location.
    • Admin Clock In/Out Overrides – Sometimes it happens – staff can sometimes forget to clock in or out for a shift. Admin dashboard shows “Currently Clocked In Users” box and admins have the ability to clock users in or out, right from the dashboard.
    • Clock In/Out Notes – A new notes field that displays to the staffer when they clock in/out for a shift, giving them an opportunity to share any relevant check in/out notes with admins.
    • Clock In/Out Reports – No clock in/out tool would be complete without full featured reports! The Clock In/Out reports show all info for each clock in/out e.g. dates, times, and shift duration. Admins can also view clock in/out notes. If  adjustments to clock in/out times need to be made, admins can make those right from the reports page.

    Additional Updates

    We have a number of additional quality of life improvements to share, including:

    • Customize Email Notifications – The ability to opt out of certain email notifications that LibStaffer sends. For example, if you’d rather not receive emails when people Give Up shifts or request Time Off, you can now opt out of receiving these emails. To customize the notifications you receive, head to Manage Account > Email Alerts.
    • Color Code Schedules in Multi-Schedule View – Assign a color to each schedule in your site, so that when you’re viewing multiple schedules in Multi-Schedule view, each schedule will display using the color you’ve assigned. To assign a color to a schedule, head to Admin > Schedule Settings > Calendar Settings > Color in Multi-Schedule View.
    • Dashboard Updates – We’ve polished the look of the Dashboard page to bring you a cleaner, more streamlined look when you first log in to LibStaffer. Head to the Dashboard to check out these improvements!